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HomeMy WebLinkAbout10 District Codeenda Item # ACTION 10 To: Board of Directors From: Kathleen Neus Date: January 19, 2017 Subject: Consideration of: a) Resolutions Approving Amendments to the District Code and Fees (Miscellaneous Fee Schedule) b) Ordinances Amending the Miscellaneous Fee Schedule 1. WHY THIS MATTER IS BEFORE THE BOARD The Board periodically reviews and updates the District Code to include new or changed Board policies, new applicable laws, regulations and District procedures. Modification to District Code and fees is solely within the purview of the Board. 2. HISTORY The District Code and Bylaws were last reviewed and updated on January 20, 2016. 3. NEW INFORMATION Staff has reviewed District Code and is recommending changes and updates. The following is a summary list of those changes: • Through the negotiation process updates related to jury duty, bereavement leave, insurance plans, and retirement for consistency • Updating language for the Urban Water Management Plan • Adding a new Chapter 6.30 Bulk Potable Water Sales. Fees Staff has reviewed the District's fees. In the Water Single Family Residence Guidance Document, Residential Water Service Connection Request Agreement Item 1 "If the service connection excavation is not constructed per the drawings when the District crews arrive, there will be an additional mobilization charge (District's cost for staff and equipment)." At this time there is no fee include within the Miscellaneous Fee Schedule. The recommended flat fee of $247 is based on the following information: MOBILIZATION FEE Labor Hours $ per/hour Extended Cost Water Technician 1 $41.67 $41.67 Water Technician 1 $41.67 $41.67 Work Order Supervisor 1 $38.75 $38.75 Labor Overhead 102% $122909 TOTAL $246,62 District staff has found themselves being the inspector and excavator for a few contractors who have not installed/constructed water service connection as outlined in the Water Single Family Residence Guidance Document. Staff feels that it is in the best interests to our rate payers and the District to require reimbursement for these expenses incurred. This fee will insure that ratepayers do not pay for the costs of new construction or developments. Attachment 1 is the proposed changes to District Code, Chapter 4.07 Employment Benefits, Holidays, and Leave. Attachment 2 is the proposed changes to District Code, Title 6 Water Service updating the Urban Water Management Plan and adding BUIk Potable Water Sales. Attachment 3 is a redline of the proposed changes to the District Code. Attachment 4 is Resolution 2017- 01 adopting miscellaneous Code changes. Attachment 5 is the proposed Miscellaneous Fee Schedule including the mobilization fee as described. Attachment 6 is the proposed Ordinance 2017-01 approving the change for the above mentioned mobilization fee. 4. FISCAL IMPACT There is no direct fiscal impact associated with changes to the District Code. The new miscellaneous fee is being recommended to reflect the average actual cost to provide the service. Based upon 2016 activity, the fiscal impact would increase revenue by less than $1,000 annually. 5. RECOMMENDATION a) Approve Ordinance No. 2017- 01 adopting amendments to the Miscellaneous Fee Schedule. b) Approve Resolution 2017- 01 adopting amendments to the District Code. 0- _- Michael D. Holley General Manager ATTACHMENT 1 DISTRICT CODE UPDATES Title 4 - Personnel 4.07.015 Jury Duty: A regular employee will be paid his or her regular rate of compensation when summoned to jury duty or by a subpoena to appear as a witness, unless the employee's testimony is against the District's interest. The employee shall submit to the District any payment in excess of $50.00 received for jury duty, except mileage reimbursement. 4.07.016 Bereavement Leave: Regular employees will be granted three days bereavement leave with pay in the event of a death in their immediate families or of a member of the employee's immediate household at the time of death. For purposes of this policy, immediate family consists of an employee's spouse or registered domestic partner, or the parent, foster parent, sibling, child, step -child, half -sibling, or grandparent of either. In addition, such leave may be extended to cover the employee's step-parent, foster child, or grandchild. An additional two (2) days of bereavement leave will be granted if the employee must travel 500 or more miles to attend to matters related to bereavement. 4.07.020 Insurance Plans: The District maintains the right to make administrative, plan and/or vendor changes that will not materially affect employees' benefits or overall employee cost of such benefits. 4.07.020.1 Group Medical Insurance Plan: The District shall provide and pay the full premium for coverage of employees and their dependents. Part-time employees will receive a pro -rated contribution based on their percentage of full-time equivalency. Employees have a choice between two plans: (a) The NRECA Preferred Provider Organization (PPO) plan with an in -network $400 individual/$1200 family deductible. (b) The NRECA High -Deductible Health Plan with a $1300 individual/$2600 family deductible. The District will make a contribution to the employee's Health Savings Account if this lower cost plan is selected. 4.07.030 Retirement Plan: The District will provide and maintain membership in the California Public Employees Retirement System (CaIPERS)0 Employees hired on or after January 1, 2013 will have CalPERS determine whether they will be a "Classic" member (2.7% @ 55 Plan, with all the optional benefits adopted on 8/24/2004) or a 'PEPRA" member (2% @ 62 Plan, with all the optional benefits effective on 1/1/2013). 4.07.060 Longevity: In recognition of an employee's years of service, employees will receive a bonus of $250 after completion of five (5) years of service. Continuing years of service shall qualify for a $20 per year addition to this figure for the entire term of employment. Longevity payments will be made retrospectively as soon as possible after the first pay period of the calendar year, but not later than the last day of January of the calendar year for those employees who are eligible. Employees separating from the District between their anniversary date and the retrospective payment in January will be paid this benefit on their final paycheck. The date from which the employee was employed full time (regular and continuous employment) shall be the governing date for purposes of this Policy. ATTACHMENT 2 DISTRICT CODE Title 6 — Water Service 6.03 Reports &Planning Documents Existing 6.03.020 Urban Water Management Plan: Management Plan (UWMP) every five years California Department of Water Resources. for public review at the District offices. Proposed The District shall prepare an Urban Water in accordance with the requirements of the Copies of UWMP shall be made available 6.03.020 Urban Water Management Plan: The District shall prepare an Urban Water Management Plan (UWMP) every five years in accordance with the requirements of the State of California. Copies of UWMP shall be made available for public review at the District offices. 6.30 BULK POTABLE WATER SALES 6.30.010 BULK POTABLE WATER SALES At the discretion of the General Manager, the District may sell bulk potable water to parties that are not existing District water system customers. Sales of bulk potable water shall be limited to: • Property owners that have experienced a failure of their existing water supply and require an emergency supply until the failure can be corrected. • Organizers of periodic or annual events such as the Tevis Cup. All It/ potable water shall be transported in tank trucks that are certified for potable water use. The District may require truck operators to submit their certification. The purchaser shall provide a written statement regarding the intended destination of the bulk potable water. Bulk potable water shall only be sold for delivery to areas of Nevada County, Placer County or Sierra County east of the Sierra crest. Bulk potable water shall not be sold for delivery to a location within the service area of another public water system without the written approval from that public water system. l ATTACHMENT 2 Sales of bulk potable water shall be limited to a duration of 24 months or two summer construction seasons (whichever is shorter). Purchasers requiring a longer duration of sales may be subject to a Facility Fee or similar charge. Bulk potable water will be priced based upon the current adopted Commercial Rate structure. Bulk potable water shall be uzed for the sustenance of people and domestic animals only. Bulk potable water shall not be used for irrigation, dust control or other construction purposes. Bulk potable water shall be withdrawn from the distribution system at a location designated by the District, which location shall be the point of delivery. The District may require the presence of District personnel or the use of a fire hydrant meter for the withdrawal of bulk potable water. The District's Water System Superintendent shall be notified a minimum of two working days in advance of all intended potable water withdrawals. The District reserves the right to change the location of bulk potable water withdrawals for a given party to meet the District's needs. The District shall not be responsible for any changes in water quality beyond the point of service. TITLE 4 PERSONNEL CHAPTERS: 4.01 General Administration 4.02 Employment Non -Discrimination 4ON Job Descriptions 4.04 Recruitment and Examinations 4.05 Appointments and Probationary Period 4.06 Compensation 4.07 Employment Benefits, Holidays, and Leaves 4ON Performance Appraisal 4.09 Employee Activities 4.10 Disciplinary Actions 4.11 Grievances 4A2 Employee Safety and Health CHAPTER 4.01 GENERAL ADMINISTRATION Sections: 4.01.010 Introduction 4.01.02U Personnel Administration and Delegation 4ON ONO Personnel Records 4.01.040 Medical Records 40018050 Coordination with Memorandum of Understanding 4.01.060 Release of Employee Information 4.01.010 Introduction It is the intent of the District to establish and maintain an equitable and uniform system for dealing with personnel matters. It is also the intent of the District to comply with applicable laws relating to the fair and equitable administration of a comprehensive personnel system. The rules and polices contained in this Title of the District Code reflect the principles and standards of the District's system of employment. The provisions of the personnel policies included in this Title do not constitute a contractual right to District employment. Each employee is responsible for knowledge of and compliance with these rules. The District reserves the right to change or modify the terms and conditions set forth in this Title. 4.01.020 Personnel Administration and Delegation the General Manager to administer, interpret, and policies. The General Manager may delegate any authority to other designees. The Board of Directors authorizes implement the District personnel of the personnel administration rl Title 4, Personnel 4.01.030 Personnel Records The District shall maintain a personnel file for each District employee, the contents of which meet the customary standards of good personnel practices and which fairly represent the employee's work history with the District. Such records shall only be accessible to the General Manager, Human Resources, the employee and such other persons as the District deems have a "need to know". Department heads and supervisors shall have access to performance evaluation records of subordinate employees in their department, as well as such other personnel records about which they have a "need to know". Upon the employee's request, the District shall, at reasonable times and intervals, permit that employee to inspect his or her file. The review will be conducted in the presence of a Human Resources representative. 4.01.040 Medical Records Human Resources shall maintain all employee medical information in separate, confidential files. The District will not disclose employee medical information, except to District management personnel with a legitimate personnel need for access, without prior written authorization from the employee, or except as required by law, subpoena, or Court order. 4.01.050 Coordination with Memorandum of Understanding Where an employee is within the bargaining unit covered by a Memorandum of Understanding (MOU) in effect between the District and the Union, and the matter is specifically addressed in the MOU, the terms of the MOU shall govern. In all other cases, the policies included herein shall apply. 4.01.060 Release of Employee Information It is the policy of the District that all inquiries regarding current or former employees of the District should be referred to the Human Resources Department for response. a) Human Resources staff will release only the facts of current or former employment, the position held, and dates of employment, unless the employee or former employee has signed a written waiver authorizing the release of additional information, b) Human Resources staff will provide additional information concerning quality of work only with the prior written consent of the employee or former employee and a signed Release of Information Authorization form is on file in the HR Department. c) The Human Resources staff may authorize individual supervisors to respond to requests for detailed information when a signed release is on file in the HR Department. d) Home addresses or telephone numbers shall not be released except in the case of an emergency. 2 Title 4, Personnel CHAPTER 4.02 EMPLOYMENT NON-DISCRIMINATION Sections: 4.02.010 Equal Employment Opportunity Policy 4.02.020 Discrimination, Harassment and Retaliation Policy 4.02.010 Equal Employment Opportunity Policy It is the policy of the District to provide equal employment opportunity in all aspects of the employer -employee relationship, including recruiting, hiring, upgrading and promoting, training, education assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoff, recall and all privileges and conditions of employment. The District will not unlawfully discriminate because of race, color, religion, national origin, ancestry, citizenship, sex, age, marital status, registered domestic partner status, physical or mental disability, medical condition, sexual orientation, veteran status or on any other protected basis as designated by applicable federal, state or local law, ordinance or regulation (referred to as the "Protected Bases"). The District provides employment -related reasonable accommodations to qualified individuals with disabilities within the meaning of the California Fair Employment and Housing Act and the Americans with Disabilities Act. 4.02.020 Discrimination, Harassment, and Retaliation Policy The District wishes to provide a business environment that is free of unlawful discrimination and harassment and has zero tolerance for this type of behavior. Individuals who engage in such behavior will be subject to disciplinary action up to and including termination. Therefore, this policy is established by which persons who believe they have been subjected to discrimination or harassing behavior may have their concerns reviewed, addressed and corrected as appropriate. Res. 2009-13 (5-6-09) 4.02.020.1 Discrimination prohibited: It is the express policy of the District to conduct its business such that no employee, applicant for employment, customer, supplier, contractor or any other person who does business with the District or interacts with the District in any manner is subjected to discrimination on any legally protected basis. 4.02.020.2 Harassment defined: Harassment is a form of misconduct which undermines the integrity of the employment relationship or the relationship with the public. Harassment is behavior which is unwelcome, which is offensive to a reasonable person, or lowers morale or interferes with work. 3 Title 4, Personnel 4.02.020.3 Sexual harassment defined: Sexual harassment is defined as unwelcome sexual advances, requests for sexual favors, and other verbal or physical conduct of a sexual nature, when: a) Submission to the conduct is made either explicitly or implicitly a condition of employment; b) Submission to or rejection of the conduct by an individual is used as the basis for an employment decision affecting such individual; c) Such conduct has the purpose or effect of substantially interfering with the individual's work performance or creates an intimidating, hostile or offensive work environment. 4.02.020.4 Other forms of prohibited harassment: Harassment because of any of the Protected Bases is expressly prohibited. Harassment includes any verbal, written, or physical act in which any of the Protected Bases is referred to or implied in a manner that would make another person uncomfortable in the work environment or that would interfere with another person's ability to perform his or her job. Examples of harassment include inappropriate comments or jokes; the display or use of offensive objects or pictures; use of offensive language; or any other inappropriate behavior which has the purpose or effect of discriminating on any of the Protected Bases as designated by applicable federal, state, or local law, ordinance or regulation. a) How to report instances of harassment or retaliation: The District cannot resolve matters that are not brought to its attention. Any employee, regardless of position, who has a complaint of or who believes he or she has witnessed harassment, discrimination or retaliation at work by anyone, including supervisors, managers, employees or even non -employees, has a responsibility to immediately bring the matter to the District's attention. If the complaint or observation involves someone in the employee's direct line of command, or if the employee is uncomfortable discussing the matter with his or her direct supervisor, the employee is urged to go to the General Manager or the Human Resources Manager. b) How the District will investigate complaints: The District will thoroughly and promptly investigate all concerns or complaints under this policy. If an investigation confirms that misconduct has occurred, the District will take corrective action as appropriate, up to and including immediate termination of employment. Complaints under this policy will be kept as confidential as possible. Information will be released only on a "need to know" basis, and no employee will be subject to retaliation by the District because he or she has made a report or complaint under this policy. 4.02.020.5 No retaliation: It is strictly against District policy to retaliate against anyone who reports or assists in making a complaint of prohibited harassment, or who participates in the investigative process under this policy. Prohibited retaliation may include, but is not limited to, withholding pay increases, negative evaluations, onerous work assignments, withdrawing friendly courtesies, demotion, discipline, or dismissal. The District does not tolerate retaliation, and violation of this Policy will result in discipline up to and including termination. Anyone who feels that he or she has been subjected to retaliation should bring this to the General Manager's attention. 4 Title 4, Personnel CHAPTER 4.03 JOB DESCRIPTIONS Section: 4.03.010 Job Descriptions 4.03.010 Job Descriptions The General Manager shall ensure that for each employment position at the District, the District maintains a written job description summarizing the duties, responsibilities, and employment standards of the position. Each job description shall generally outline the main characteristics and qualification requirements of positions and give examples of duties which employees holding such positions are typically required to perform. Each job description shall contain minimum requirements for positions, including training, experience, knowledge, licenses, skills, and abilities. All job descriptions are subject to approval and signatures by the General Manager. CHAPTER 4.04 RECRUITMENT AND EXAMINATIONS Sections: 4.04.010 Recruitment of Department Heads 4.04.020 Recruitment of Management Employees 4n04wO3O Bargaining Unit Employees 4.04.040 Application Forms 4.04.OSO Examinations 4.04.010 Recruitment of Department Heads When a vacancy occurs in a department head position, the General Manager shall review the job description to determine its continuing applicability and shall recommend a salary range to the Board of Directors. The Board of Directors shall adopt a salary range for the position. The position will be publicized by such methods deemed appropriate by the General Manager or the Human Resources Manager. The Human Resources Manager shall appoint an interview committee. The committee shall consist of the General Manager, one member of the Board of Directors, and three additional persons. The three appointed persons should include a department head of the District, an employee of the District who would be subordinate to the new department head, and a peer professional of the new department head from outside the District organization. 5 Title 4, Personnel The initial screening of applicants will be performed by the interview committee. The committee may utilize various testing methods that they deem appropriate in screening applicants. The District shall reimburse the candidates for reasonable costs to attend the interview. The committee shall recommend the appointment of a successful candidate to the General Manager or, in the alternative, may recommend that no candidate be hired and that others be interviewed, or the process be initiated again. The committee shall set forth its recommendations in writing. The General Manager shall appoint a person to fill the vacancy. In making the appointment, the General Manager shall give due consideration to the recommendation of the interview committee. The General Manager is not bound by the decision of the interview committee. The General Manager shall report his decision to the Board of Directors. 4.04.020 Recruitment of Management Employees Selection and placement of all management level employees will be through a competitive and open process to select the most qualified candidate for the position. The process shall include: a) The hiring manager and Human Resources shall review the current job description to ensure that it is current and meets the needs of the District. The approval of the General Manager must first be obtained before any changes may be made to the job description. b) Advertise the open position for both internal and external candidates. c) Invite top candidates to an initial panel interview. The panel shall consist of one outside member and two District staff members in addition to the hiring manager. A uniform set of questions shall be used for all candidates. d) A second interview shall be conducted by the hiring manager. e) Selection of the successful candidate shall be made by the hiring manager/supervisor, subject to background and reference checks and physical screening. Approval of the General Manager is required before an offer of employment is made. f) Any deviations from this process must be approved in advance by the General Manager. 4.04.030 Bargaining Unit Employees Bargaining Unit positions will be filled in accordance with the provisions of the MOU. If the position is not filled by a current employee, the District shall follow the same procedure as recruiting for management employees, except the panel interview will not include an outside member. Any deviations from this process must be approved in advance by the General Manager. 6 Title 4, Personnel 4.04.040 Application Forms All applications for employment shall be made on forms provided by the District. Application forms shall require information covering training, experience, and other pertinent information. All applications must be signed and dated by the person applying. 4.04.050 Examinations The selection techniques used in the examination process shall be impartial, of a practical nature, and shall relate to those subjects that fairly measure the capability of applicants to perform duties assigned to the position for which they seek appointment. CHAPTER 4.05 APPOINTMENTS AND PROBATIONARY PERIOD Sections: 4.05.010 Pre -employment Physical Examinations 4.0 e= Pre -employment Background Investigations 4.05.030 Nepotism/Fraternization 4m05.04O Probationary Period 4.05.010 Pre -employment Physical Examinations A physical examination, including appropriate drug testing, will be required for all prospective employees after a contingent offer of employment is made and prior to starting work. The District will select the health- care provider and the examination will be at District expense. 4.05.020 Pre -employment Background Investigations An applicant who has received a conditional offer of employment shall be required to authorize the District to conduct a background check specifically related to the position offered. 4.05.030 Nepotism/Fraternization It is in the District's best interest to avoid conflicts of interest, favorsm or the appearance of favorsm, and to decrease the potential for inappropriate or illegal conduct in the workplace, including, but not limited to, sexual harassment. Accordingly, no person will be considered for employment with the District who is closely related to a member of the District's Board or is closely related to an existing employee in positions that would create a conflict of interest. For purposes of this policy, a close relative is defined as spouse or domestic partner, children (stepchildren), parents (stepparents), siblings (step -siblings), grandparents or grandchildren, or in-laws of the Board member or employee. Persons who cohabitate, but are not married, are considered close relatives for purposes of this policy and therefore subject to all restrictions and limitations. In the event employees create a close relationship as described above after they are hired by the District, the following provisions apply: a) The related employees cannot have a supervisory or reporting relationship with each other; 7 741e 4, Personnel b) Neither employee can work in a position in which District information is privileged or confidential and would present a conflict of interest on the part of either employee. If the relationship of two employees is determined to create a conflict of interest, whether actual or potential, one of the employees will be required to terminate employment. If the affected employees cannot decide which of them shall resign, the employee with the shortest tenure with the District shall be terminated. 4.05.040 Probationary Period The probationary period shall be regarded as a part of the selection process. During the probationary period, the employee shall be considered in - training, and under careful observation and evaluation by supervisory personnel. This period will be used to train and evaluate the employee's effective adjustment to work tasks, conduct, observance of rules, attendance, and job responsibilities. Any probationary employee whose performance does not meet required standards of job progress or adaptation may be released from District employment. All original and promotional appointments shall be subject to a probationary period of not less than six (6) months. The probationary period may be extended in circumstances where further evaluation of the employee is deemed necessary by the District. At the conclusion of the employee's probationary period and if the employee's performance has been deemed satisfactory by the District, the employee shall be reclassified as a regular employee. Probationary employees may be discharged at any time during the probationary period with or without cause and without the right of appeal. CHAPTER 4.06 COMPENSATION Sections: 4.06.010 Compensation Plan 4.06.020 Payment of Salary 4.06.010 Compensation Plan The General Manager shall maintain a compensation plan for all. classes of positions. The plan shall establish a salary range or rate of pay, showing minimum and maximum rates for each class. The General Manager shall submit the compensation plan to the Board of Directors for approval. 4.06.020 Payment of Salary The calendar work week begins at 00:00 a.m. on Saturday and ends at 24:00 p.m. Friday. The pay period for all employees shall be based on a bi- weekly period and will be paid not later than seven (7) days following the end of the pay period. 3 Title 4, Personnel CHAPTER ir.01 EMPLOYMENT BENIMF ITS, HOLIDAFju L.EPlVE10 Sections: 4.07.010 General 4m07.02O Insurance Plans 4z07.03O Retirement Plan 4n07.04O Supplemental Income Plans 4.07.050 Post=Retirement Benefits 4.07.060 Longevity 4.07.070 Holidays 4.07.080 Vacation Leave 4.07.090 Administrative Leave 4.07.010 Sick Leave 4.07.011 Family and Medical Leave 4.07.012 Pregnancy Leave 4.07.013 Unpaid Personal Leave 4.07.014 Military Leave 4.07.015 Jury Duty 4m07.016 Bereavement Leave 4.07.017 Industrial Disability Leave 4.07.018 Limitations 4.07.019 Return -to -work Physicals 4.07.020 Donation of Accrued Vacation Leave 4.07.010 General The policies in Chapter 7 shall apply to all regular employees of the District who are not covered by a Union Memorandum of Understanding. 4.07.020 Insurance Plans 4.07.020 Insurance Plans: The District maintains the right to make administrative, plan and/or vendor changes that will not materially affect employees' benefits or overall employee cost of such benefits. K� OEM 9 Title 4, Personnel 4.07.020.1 Group Medical Insurance Plan: The District shall provide and pay the full premium for coverage of employees and their dependents. Part-time employees will receive a pro -rated contribution based on their percentage of full-time equivalency. Employees have a choice between two plans: (a) The NRECA Preferred Provider Oraanization (PPO) plan with an in -network $400 individual/$1200 familv deductible. (b The NRECA High -Deductible Health Plan with a $1300 individual/$2600 family deductible. The District will make a contribution to the employee's Health Savin Account if this lower cost plan is selected. 4.07.020.2 Group Dental Plan: The District will furnish the NRECA Enhanced Dental Plan. 4.07.020.3 Vision Plan: The District is self -insured and will provide an annual benefit up to $400 per covered employee or dependent. The benefit will be to cover the expenses of examination, lenses, frames or contact lenses, Lasik or other vision improvement related )rocedures, when recommended by a physician or optometrist. Any unused portion of the annual benefit or incurred cost (not exceeding $400) may be carried over to the next subsequent year. Res. 2009-36 (12-2-09) 4.07.020.4 Group Life Insurance Plan: The District will furnish "term insurance" equal to three (3) times the annual salary for each employee. 4.07.020.5 Long-term Disability Plan: The District will furnish long-term disability coverage of a monthly benefit equal to 66 2/3% of the employee's monthly base earnings, with a maximum monthly benefit of $15,000 after the 13 week elimination period. starting janwary 1, 2013 or later will be determined by GaIPERS to be a (1) GlassiG membef and be enrolled an the 0 at 62 plan 4.07.030 Retirement Plan: The District will provide and maintain membership in the California Public Employees Retirement System (CalPERS). Employees hired on or after January 1, 2013 will have CalPERS determine whether they will be a "Classic" member (2.7% 55 Plan, with all the optional benefits adopted on 8/24/2004) or a "PEPRA" member (2% a@ 62 Plan, with all the optional benefits effective on 1/1/2013). 10 Title 4, Personnel 4.07.050 Post -Retirement Health Benefits To be eligible to receive post -retirement health benefits, an employee must have at least ten (10) years of service with the District. Years of service is defined as cumulative years of service with the District, which may or may not be consecutive years. Employees, who retire from the District and meet the service requirement stated above, will receive a District contribution towards their post - retirement health benefits premium with the insurance company that is contracted for retiree benefits with the District at the time of the employee's retirement, as follows: Total Years of Percent District Service Contribution 10 50% 11 55% 12 60% 13 65% 14 70% 15 75% 16 80% 17 85% 18 90% 19 95% 20 100% The maximum monthly contribution paid by the District is listed below: Maximum Monthly Contribution Retiree Only <65 years of age $475 Spouse only <65 years of age $475 Children) only $475 Spouse & child(ren)only $725 Medicare 65+ years of age $375 The post -retirement medical plan is the same as the active employees' medical plan except fora $500 deductible per person compared to a $400 deductible per person for employees. Retirees may choose the High Deductible Health Plan as a lower cost alternative to the PPO Plan. A retiree cannot leave the plan and then come back. Once time is broken on the plan, the employee or retiree cannot come back on the medical plan. If the retiree is paying for part of the medical coverage it will be collected through an electronic fund transfer from the retiree's bank account on a monthly basis. 11 Title 4, Personnel When the retiree is eligible for Medicare, it is mandatory that the retiree enroll for Part B coverage. Should the District change insurance plans or coverage, those changes will also apply to retirees. The vision benefit will remain the same without any monthly caps. Board members are not eligible for this benefit. — -AN Val — -. I oil imp —&ION — — —1400cm— 4.07.060 Lonaevitv: In recognition of an employee's years of service, employees wi receive a bonus of $250 after completion of Live (b) years of service. Continuing years or service shall qualify for a Izu per Vear addition to this figure for the entire term of employment Longevity payments will be made retrospectively as soon as possible after the first pay period of the calendar year, but not later than the last day of January of the calendar year for those employees who are eligible. Employees separating from the District between their anniversary date and the retrospective payment in January will be paid this benefit on their final paycheck. The date from which the employee was emgloved full time (regular and continuous employment) shall be the governing date for urposes of this Polic 4.07.070 Holidays Following are the recognized paid holidays for all regular management employees: New Years Day Presidents Day Memorial Day Independence Day Labor Day Veterans Day Thanksgiving Day Day after Thanksgiving Christmas Eve Christmas Day Employee's Birthday 12 M January 1 third Monday in February last Monday in May July 4 first Monday in September November 11 fourth Thursday in November fourth Friday in November December 24 December 25 Employee's Birthday Title 4, Personnel The Christmas Eve holiday shall be observed on the work day immediately prior to the date of observing the Christmas Day holiday. The Employee's Birthday holiday shall be observed on a date chosen by the employee within a time period of five (5) days prior to or five (5) days subsequent to the employee's birth date. Holidays falling on a Saturday or Sunday: When any of the allowed holidays fall on a Saturday, the holiday will be observed on the preceding Friday. If a holiday falls on a Sunday, the following Monday will be observed. Eligibility: If an employee takes off any of the days observed by the District as a holiday and is absent without pay and/or authorization on the work day either immediately preceding or following such day observed by the District as a holiday, such employee will not receive holiday pay. 4.07.080 Vacation Leave Full-time regular employees will accrue vacation leave from the date of hire. Regular employees who work less than full time shall accrue vacation on a pro- rated basis. Eligible employees shall earn vacation leave as follows: Rates of Accrual Number of Days per year For the first five years of continuous service 10 After completing: 5 years of continuous service 15 10 years of continuous service 20 21 years of continuous service 21 22 years of continuous service 22 23 years of continuous service 23 24 years of continuous service 24 25 years of continuous service 25 30 years of continuous service 30 New employees will be given forty (40) hours of vacation leave at the start of employment, in addition to regular vacation leave accrual. Employees who terminate their employment with the District for any reason will be paid for all accrued but unused vacation at their current rate of pay. Vacation leave must be scheduled by mutual agreement between the Department Head or his/her designee and the employee. Employees may accumulate up to a maximum of 360 hours of vacation leave, at which point the employee will not accrue additional vacation leave. The General Manager, at his discretion, has the authority to negotiate a change in vacation balances with non -bargaining unit personnel in a manner consistent to time spent in the industry and limited to the time not to exceed 30 days. The District, at the employee's option, will compensate employees for accumulated unused vacation leave hours equal to the number of vacation hours actually taken during that calendar year. Vacation leave compensation will be paid at the employee's current rate of pay. 13 Title 4, Personnel 4.07.090 Administrative Leave Management employees shall be granted 8 days of administrative leave per calendar year. Administrative leave must be used by the end of the calendar year or it is forfeited without compensation. No Administrative leave shall be carried over the next calendar year, nor shall unused Administrative Leave be converted to compensation. Employees are to schedule administrative leave in the same manner as vacation leave. Employees appointed to an exempt position after the first of the year may be granted leave on a prorated basis. Administrative Leave balances shall be adjusted when employees separate employment prior to the end of the calendar year 4.07.010 Sick Leave The District provides paid sick leave to all regular employees for periods of temporary absence due to injuries or illnesses. Regular eligible employees will accrue unlimited sick leave benefits from the date of hire at the rate of one day per month for each month the employee remains in a pay status (12 days per year maximum). When an employee is no longer being compensated during the major portion of any month by regular pay, paid vacation, or any other form of paid leave the employee will no longer accrue sick leave. Eligible employees may request to use paid sick leave for absence due to: a) The inability of an employee to be present or perform duties because of personal illness, off -duty injury, or medical treatments. b) The need for the employee to care for an illness or injury of an immediate family member (child, spouse, domestic partner, or parent). Employees may use their accrued sick leave, up to a maximum of six (6) days in a calendar year for this purpose. Employees can accumulate unused family sick leave not to exceed six days. If an employee is absent for three or more consecutive days due to illness or injury, a physician's statement may, at the supervisor's discretion, be required verifying the employee's medical need to be off work, the beginning and expected ending dates of the absence, and confirming the date that the employee may safely return to work. 4.07.010.1 Sick Leave Incentive Plan Employees with low sick leave use who have worked a minimum of one full payroll year can exchange sick leave for its cash equivalent annually according to the following schedule: Sick Leave Usage Sick Leave Conversion Credit Zero (0) days Two (2) days One (1) day One (1) day, four (4) hours Two (2) days or less One (1) day Three (3) days or less Four (4) hour After an employee has accumulated 600 hours of sick leave, the employee can sell back to the District sick leave over 600 hours at a rate of 50% of base pay. 4.07.010.1 Sick Leave Incentive Plan Employees with low sick leave use who have worked a minimum of one full payroll year can exchange sick leave for its cash equivalent annually according to the following schedule: Sick Leave Usage Sick Leave Conversion Credit Zero (0) days Two (2) days 14 Title 4, Personnel One (1) day Two (2) days or less Three (3) days or less One (1) day, four (4) hours One (1) day Four (4) hour 4.07.010.2 Unused Sick Leave Upon Retirement Employees who have an unused sick leave balance at retirement have three options. Option 1: Credit the balance into the conversion into CalPERS service credit or Option 2: Receive a lump -sum pay -out at 50% of the value of the sick leave balance. Option 3: Let the sick leave balance expire. At the time of retirement, employees will be given the option of choosing one of these three and if they don't choose within the time provided, then the sick leave balance will expire. 4.07.011 Family and Medical Leave Any eligible employee may be granted a family and/or medical leave subject to the provisions of the California Family Rights Act and the Family Medical Leave Act in effect at the time the leave is granted. A family and/or medical leave may be granted for any of the following reasons: a) Birth of a child; to care for a newborn child; b) For placement of a child for adoption or foster care; c) To care for a child, parent, spouse or registered domestic partner with a serious health condition; d) The employee's own serious health condition that renders the employee unable to perform one or more of the essential functions of his or her job; e) If a family member is called to or is on active duty in the military, or; f) If a family member or next of kin is injured in the course of military service. An eligible employee shall be entitled to family and medical leave up to a total of 12 workweeks during the 12 month period that begins on the first day of the qualifying leave. Health benefits will be continued under the same terms as prior to the leave. To be eligible to request family and medical leave, an employee must have been employed with the District for at least 12 months, and have worked at least 1,250 hours in the 12 months preceding the leave. If possible, employees requesting leave must provide 30 days' advance notice. For events that unforeseeable, employees must notify their supervisor and HR as soon as they learn of the need for leave. Employees who return to work following an approved family and medical leave will be reinstated to their same position, or a comparable position, to the extent required by law. 4.07.012 Pregnancy Leave Eligible employees who are disabled by pregnancy, childbirth, or related medical conditions are entitled to request a pregnancy disability leave of up to four months, depending on the period of medically -certified disability. 15 Title 4, Personnel 4.07.013 Unpaid Personal Leave An unpaid leave of absence may be granted to a regular employee for urgent substantial personal reasons provided that adequate arrangements can be made to perform the employee's duties without undue interference with the normal routine of work. All applications for a personal leave of absence shall be made in writing to the employee's Department Head and include reasonable justification for approval of the request. The Department Head and the General Manager will evaluate the request. Employees on a personal leave of absence will become responsible for the full costs of District provided benefits beginning on the first day of unpaid leave. All District paid benefits will be suspended during the leave and will resume upon return to active employment. 4.07.014 Military Leave The District will provide military leaves of absence to employees who serve in the uniformed services as required by the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA) and applicable state laws. for jury duty, exGept mileage re mbuFsement, Y mot te the DiStFiGt t.07.015 Jury an Duty: payment FeGeived A regular employee will be paid his or her regular rate of Nompensation when summoned to Oury duty or by a subpoena to appear as a witness, Anless the employee's testimony is against the District's interest. The employee shall 3ubmit to the District a tyment in excess of $50.00 received for jury duty, excepi mileage reimbursement. 4 07 016 Bereavement Leave Regular employees will be granted three days bereavement leave with pay in the event of a death in their immediate families or of a member of the employee's immediate household at the time of death. For purposes of this policy, immediate family consists of an employee's spouse or registered domestic partner, or the parent foster parent sibling child step -child half -sibling or grandparen of either. In addition such leave may be extended to cover the employee's step-parent, foster child or grandchild An additional two (2) days of bereavement leave will be granted if the employee must travel 500 or more miles to attend to matters related to bereavement. i 16 Title 4, Personnel 1.07,017 Industrial Injury Leave The District will grant workers' compensation disability leave to employees with occupational injuries or illnesses in accordance with state law. a) Notice Requirement Employees must report all on -duty accidents, injuries and illnesses, no matter how small, to their immediate supervisor as soon as possible. b) Compensation During Leave If the employee is deemed eligible, Workers' Compensation benefits will begin with the first day of absence following the day of the work -related injury/illness. The combined amount of industrial disability and Workers' Compensation benefits paid by the insurance carrier shall not exceed 85% of each employee's daily basic wage. c) Modified Duty Temporary light duties may be assigned to industrially -injured employees when the District determines that the work is available and such work in within the employee's ability to perform. The duration of any such period of temporary work shall be determined by the District, but in any event, modified duty will last no longer than six months. 4.07.018 Limitations At no time shall the total combination of leave benefits, including payments from Workers Compensation, State Disability Insurance, Social Security Disability, or any other benefit to which the District contributes, exceed 100% of the normal straight -time earnings for any employee. 4.07.019 Return to Work Physical Prior to permitting an employee to return to work following any medical absence in excess of three days, the District may, at its discretion, require a physician's release stating that the employee is physically able to perform the duties of his or her job. At the District's discretion, it may require a medical release to return following a medical leave of shorter duration. 4.07.020 Donation of Accrued Vacation Leave An employee may, upon approval of the General Manager, transfer all or any portion of his or her accrued vacation leave hours to another employee of the District. Transfer of vacation leave from one employee to another shall be permitted only in unusual situations involving serious injury or illness of an employee or employee's family member. CHAPTER 4.08 PERFORMANCE APPRAISALS Sections: 4.08.010 Employee Performance Evaluations 4.08.020 Professional Development for Management Personnel � 7 Title 4, Personnel 4.08.010 Employee Performance Evaluations Performance evaluations are an inherent part of the ongoing supervision process by which employees are informed of the performance expectations of them, and periodically informed of their progress and any performance deficiencies. The performance of every employee shall be formally evaluated in writing at the end of the first three months and the first six months in a classification, and then annually thereafter. An employee's performance may also be formally evaluated at other than the scheduled times for specific reasons. The formal evaluation process should include adequate time for discussion before the evaluation is finalized and the employee shall have an opportunity to respond to the supervisor's evaluation after it is finalized. The employee's signature on the evaluation form indicates that the employee has seen the form and had the opportunity to discuss it with his/her supervisor, not necessarily that the employee is in agreement with its contents. The employee shall be given a copy of the evaluation, with the original being placed in the employee's personnel file. An employee who is given a rating of less than satisfactory shall be given a written Performance Improvement Plan (PIP) by their supervisor. The employee will have five (5) working days to review the PIP, and will subsequently meet with the supervisor to provide his or her comments. The employee may provide an attached statement regarding the PIP. The PIP shall then be signed by the supervisor and the employee. Failure to comply with the PIP will lead to disciplinary action. 4.08.020 Professional Development for Management Staff Each member of the management staff is encouraged to prepare a plan of professional development aimed at establishing and maintaining professional competence. The General Manager shall review said plan with the relevant staff person and approve a plan of professional development. The approved professional development plan may be eligible for reimbursement by the District for up to 50% of the costs of tuition, fees and books. CHAPTER 4.09 EMPLOYEE ACTIVITIES Sections: 4.09.010 Code of Business Conduct 4.09.020 Electronic Data � $ Title 4, Personnel 4z09.03O Personal Communication Devices 4.09.040 Travel and Expense Reimbursement 4.09.050 Moving Expense Reimbursement 4.09.060 District Vehicle Use t0090010 Code of Business Conduct The District expects its employees to behave in a fair, honest and ethical manner in all activities conducted on behalf of the District. This Code of Business Conduct is intended to be a constant reminder of that expectation and a statement of how we will conduct ourselves on a daily basis. All employees are expected to know and understand the standards and expectations set forth herein. The District believes that ethical standards are achieved not just through the publication and dissemination of this document, but through open and ongoing discussion about ethical issues related to the business and activities of this District. This District operates in an open-door climate where employees understand that they can openly raise questions and concerns without fear of retaliation. Further, this Code of Business Conduct is not exhaustive but designed only to provide summary guidance to employees in how they are expected to carry out their duties. When in doubt, employees are expected to use good judgment and to raise questions with their managers. 4.09.010.1 Standards of Conduct Employees are expected to uphold the values of the District and are required to report any situation where the individual reasonably suspects any activity that may be in violation of the law, board policies, the Memorandum of Understanding (MOU), or this Code. Standards of conduct include: Employees are required to deal honestly and fairly with customers, co-workers, suppliers, public and others having dealings with the District. Employees are required to conduct themselves in a professional, business -like manner while performing their jobs or representing the District in any manner. Employees are prohibited from offering or accepting bribes, kickbacks or other forms of improper payment from anyone. They are prohibited from receiving gifts, paid trips or favors of more than nominal value from customers or suppliers. If in doubt, the employee is required to ask the General Manager if the proposed gift or favor is of more than "nominal value." Employees are required to limit their reimbursable expenses to those that are necessary, prudent and business -related. Employees are prohibited from taking unfair advantage of customers, suppliers or other third parties through manipulation, concealment, abuse of privileged information, or any other unfair -dealing practice. 4.09.010.2 Conflicts of Interest A conflict of interest exists when an employee is called upon to make or is involved in any decision that creates or appears to create a conflict between their personal interests, including the interests of their family members, and the business interests of the District. � 9 Title 4, Personnel Employees must not seek any personal or family member benefit through any arrangement with vendors, suppliers or other parties that have a business relationship with the District. In any situation where it may reasonably be perceived that there is a conflict of interest, the employee is required to report that potential or actual conflict of interest to their supervisor or the General Manager. In addition to these general standards on conflicts of interests, employees shall abide by the Conflict of Interest policy adopted by the Board of Directors, District Code Title 2. 4.09.010.3 Confidentiality of Information Employees are frequently entrusted with confidential information. This may include technical or financial information, personnel information, medical information, customer lists and records, and other information that, if disclosed, might be a violation of personal privacy, HIPAA laws, or could be potentially harmful to suppliers, customers, Board members, employees or otherwise to the operations or interests of the District. This information is the property of the District. Employees shall not discuss District confidential information with or in the presence of unauthorized persons, including family members and friends. Employees shall use District confidential information only for the District's legitimate business purposes and not for personal gain. Employees shall not disclose District confidential information to third parties without authorization. Employees shall not use District information or other property or resources for any personal gain or for the gain of any family member. 4.09.010.4 Customer Communications tht it shall: In communicating with our customers, the Provide all information to which customers have a legitimate right. Provide information that is accurate and understandable. 4.09.010.5 Financial Reporting and Recordkeeping The District shall: Follow generally accepted accounting principles and other prescribed rules and regulations of other applicable regulatory bodies having jurisdiction. Maintain a system of internal accounting controls that will provide reasonable assurances that all transactions are properly recorded and that material information is available to management when required. 20 Title 4, Personnel Maintain books and records that accurately and fairly reflect the District's financial health. Maintain a record retention system that ensures the District's records and documents are properly retained and secured. Conduct an annual financial audit to provide an independent, objective review of financial reports, and to identify any risks associated with the system of internal controls. 4.09.010.E Legal and Regulatory Compliance The District will comply with all local, state and federal laws, rules and regulations applicable to the activities of the District. It will maintain a safe and healthy work environment free from harassment or discrimination per the District's policy. 4.09.010.7 Reporting of Violations Every employee is responsible for ensuring that violations of laws, rules and regulations, the MOU or this Code are reported promptly. Reports of suspected violations may be made in person or in writing, confidentially or anonymously, to the General Manager or Human Resources Manager. All such reports will be promptly investigated and appropriate corrective action will be taken. Any employee who makes a report in good faith and on reasonable belief may do so without fear of retaliation or retribution. 4.09.010.8 Employee Education All employees will receive a copy of the Code of Business Conduct and will be required to sign a form indicating that he/she has received a copy of the Code of Business Conduct, read its contents, and understands his/her obligations under the Code. 4.09.010.9 Monitoring and Enforcement Every employee is responsible for monitoring compliance with the Code by reporting suspected violations in a timely manner (as discussed above) and cooperating with investigations of suspected violations. Employees that violate any laws, rules and regulations, the MOU or this Code may face appropriate, case -specific disciplinary action. Additionally, on a periodic basis, this Code of Business Conduct policy will be reviewed for effectiveness and appropriate modifications and/or enhancements will be recommended as deemed necessary. 4.09.020 Electronic Data It is the policy of the District that all electronic office data storage systems including, but not limited to, voice mail, computers, electronic mail, and facsimiles are the property of the District and are provided to employees for their use in conducting District business. The systems belong to the District and are accessible at all times by District management for any business purpose. Accordingly, employees should not have any expectation of privacy in any information they create or receive on the District's systems. Specific rules and procedures are detailed in the District's "Computer &Information Technology Standards of Practice. 4.09.030 Personal Communication Devices Personal communication devices may be issued to employees to enhance the efficiency and effectiveness of District 21 Title 4, Personnel c%ommunications. Department Heads shall be responsible for determining the employee's need for a District provided device based on the business needs of the District. Employees who are issued such devices are responsible for adhering to the following standards: a) Personal communication devices shall be used for appropriate business purposes. b) Personal usage should be kept to a minimum; employees shall reimburse the District for all personal usage that result in a charge to the District. c) District personal communication devices may not be used for commercial profit or secondary employment. 4.09.030. I Use of Personal Communication Devices while operating a vehicle California State laws prohibit the use of personal communication devices while driving unless using a hands -free device. Employees shall adhere to these laws. 4.09.040 Policy for Travel and Expenses It is the District's objective to establish a policy governing employee travel and the payment of travel and out-of-pocket expenses incurred by employees while involved in official District business or while in attendance at authorized meetings or training. Policy Content: a) It is the policy of the District to enable employees who are away from home on District business to travel comfortably and safely, in an efficient and economical manner; b) Employees must obtain pre -approval from the General Manager for travel and expected business expenses before the expenses are incurred; and c) The District will reimburse employees for actual authorized travel expenses that are reasonable and necessary in the conduct of District business and upon the submission of an expense report with receipts attached, and upon approval of the appropriate supervisor. Employees should use good judgment when incurring business expenses. The employee is expected to use a reasonably economic means of lodging, meals and transportation that will meet the traveler's requirements with due consideration to safety and comfort. 4.09.040.1 Personal Automobile Use Employees shall utilize District owned vehicles for business travel whenever possible. If a District owned vehicle is not available, employees must have prior approval from the General Manager before using their personal automobile. Drivers must have a valid driver's license and adequate liability insurance. Motorcycles will not be authorized for business travel. Personal automobiles used on District business must be covered by liability insurance. It is the employee's responsibility to have adequate automobile insurance. A copy of the current Proof of Insurance must be furnished to the District by the employee indicating coverage before using a personal vehicle for District business. The District will not be responsible for any damage incurred to or by the employee's automobile in the course of conducting District business. 22 Title 4, Personnel Employees will be reimbursed at a rate per mile equal to the current IRS standard mileage allowance. Such reimbursement cannot exceed the cost of air coach by the most direct route if plane service is available and practical. Employees will be reimbursed for all business -related parking and tolls, but not for fines and penalties imposed for the violation of traffic and other laws. 4.09.040.2 Out of Town Travel When deciding on a mode of transportation, District staff should utilize the most cost effective means of transportation, while considering the travel time associated with the trip. Air travel must be by coach or standard class. Alternate routes or additional stops for the employee's benefit will be at the employee's expense, prorated to the most cost effective direct route. Hotels selected should be those that are recognized as reputable, reasonable in price for the area, and conveniently located in relation to the employee's work assignment. Rooms should be at the government rate (where available) for a single, standard room. The District will not reimburse for alcoholic beverages or any expense considered personal entertainment, including in -room movies. While employees are traveling, the District will consider a telephone call to the employee's immediate family (spouse, registered domestic partner, children, and parents) to be a business expense. These calls are expected to be of reasonable length. Employees should use a cell phone or phone card, with the standard hotel long distance service as the last resort. Employees must use good judgment as to the reasonableness of costs for meals. Gratuities should not exceed acceptable and customary practices. Employees are encouraged to take advantage of meals included in the price of a business seminar or conference, or in the cost of their hotel room. Meal reimbursements must include a detailed/itemized receipt. 4.09.040.3 Submitting Travel Expense Reports It is the responsibility of each employee to provide a complete and factual accounting of funds through the travel expense report. All reports must be submitted within 30 days to the immediate supervisor and approved by the Department Manager. Actual receipts showing itemized charges must be attached for all expenses, including lodging, transportation, tolls, and meals. 4.09.040.4 District Issued Credit Cards District credit cards have been issued to designated employees. The use of District credit cards is only for District business expenses. No personal charges are to be placed on the District's credit card. Itemized receipts must be attached to an employee's monthly credit card statement. The monthly statement must be signed by the employee and approved by the Department Manager and General Manager. 23 Title 4, Personnel 4.09.050 Moving Expense Reimbursement New employees who have been recruited by the District and are required to move their place of residence (more than 50 miles) as a result of accepting employment with the District may be reimbursed for qualified moving related expenses. Eligible expenses shall be limited to documented costs to move furniture and household items and transportation for the employee and members of his/her immediate family based upon the current IRS mileage rate. Costs associated with the sale or purchase of a home, lodging, meals, temporary storage of personal items, or costs that are not directly necessitated by the move will not be included in the costs subjected to reimbursement. The amount of reimbursement shall not exceed the amount equal to one-half of the employee's monthly salary and must be properly documented by receipts. The General Manager will make final decisions regarding the appropriateness of expenses for the reimbursement. 4.09.060 Vehicle Use Policy District owned vehicles are provided for official use only and are not to be used for private transportation or personal business. Vehicles will be parked at the District site when not in use and will be available to all personnel for any valid business -related purpose. District employees who are required to drive as a part of their job responsibilities must possess a valid driver's license. All such employees are required immediately to advise District management of any driving violations, citations, or accidents resulting in a suspension or revocation of their driver's license. If possible, the District will provide a vehicle for transportation to and from business meetings, conferences, or other events that employees attend located away from the office. If an employee drives his or her own personal vehicle, the District will pay the current rate for mileage as set by the Internal Revenue Service. Smoking is prohibited in District owned vehicles. Seat belts shall be worn while driving or riding in all vehicles used for District business. Employees that are subject to being called outside of normal work hours for emergencies or other District business will be assigned vehicles to be driven to and from their place of residence. These employees are: a) General Manager b) Assistant General Manager c) Electric Superintendent d) On -Call Lineman e) Electric Engineer f) Water Utility Manager g) Water Superintendent h) Water Engineer 24 Title 4, Personnel i) On -Call Water Technician The General Manager can authorize any District employee, on occasion, to keep a pool vehicle at their residence overnight when the situation arises that requires the employee to conduct District business before or after regular work hours. No employee shall be allowed to use an assigned vehicle for personal purposes other than commuting and de minimis personal use, such as a stop for a personal errand on the way home. Once at the employee's residence, District vehicles shall only be used for official District business or the return commute to place of business. District vehicles shall be operated only by an authorized District employee. Employees may occasionally have passengers that are a necessary part of the District's operations. The District will comply with Internal Revenue Service statues in regards to reporting employee vehicle use as a taxable fringe benefit. The general manager is authorized to rule on any unforeseen situation that might arise that is not covered in this policy. Staff shall report to the Board annually of vehicle use and IRS compliance. CHAPTER 4.10 DISCIPLINARY ACTIONS Section: 4.10.010 Disciplinary Procedures 4.10.010 Disciplinary Procedures The principal objectives of this policy are to promote orderly job conduct and the longer range development of agoal-oriented and productive personnel team, help ensure compliance with state and federal laws, and to establish the procedural means of protecting employment rights of employees. The effect of this policy should be: a) The reduction of involuntary terminations. b) The avoidance or minimizing of misunderstandings between supervisory and supervisory personnel. personnel. c) Ensuring that personnel are provided with notice of unacceptable conduct in sufficient time to permit self -correction and improvements. d) Ensuring that documentation is maintained and available to support management's position in the event of discriminatory charges. It is recognized that this policy applies to all employees represented by IBEW Local Union 1245 (bargaining unit employees) as well as management employees (non- 25 Title 4, Personnel bargaining unit employees). The coverage of non -bargaining unit employees by this policy shall in no manner create any legal or other obligation of IBEW Local Union 1245 toward non -bargaining unit employees. IBEW Local 1245 shall have no obligation whatsoever to provide a defense, provide advice, or otherwise represent non -bargaining unit employees. 4.10.010.1 Definition The term discipline will be understood as meaning "a state of orderliness" such as in a "disciplined team" or in a "disciplined performance." Therefore, disciplinary action is action taken to maintain an orderly way of imposing sanctions to remedy unacceptable employee performance. 4.10.010.2 Causes for Disciplinary Action The following are examples of conduct for which discipline may be imposed. This list is merely a summary. It is not exhaustive and discipline may be imposed for misconduct not set forth below: a) Improper or unauthorized use or abuse of sick leave; b) Excessive absenteeism; c) Being absent without authorization; repeated tardiness or leaving without authorization; d) Violation of District policies, rules or procedures; e) Insubordination, disobedience, or failure to carry out any reasonable order; f) Acceptance of gifts or gratuities in connection with or relating to the employee's duties; g) Any conduct which is harmful to the orderly conduct of business, the safety of employees or equipment, or which adversely affects the employee's ability to perform his/her job; h) Falsifying information related to employment application, payroll or any other work related record or report; i) Discourteous or inappropriate treatment of the public or District employees, j) Violation or neglect of safety rules or common safety practices; k) Theft, dishonesty, or fraud; I) Physical altercations or acts of aggression; m) Engaging in discriminatory or harassing behavior in violation of state/federal laws and/or District policy; n) Substandard or inadequate job performance, including failure to perform assigned tasks or training, or failure to discharge duties in a prompt, competent, and reasonable manner; o) Violation of the District's policies regarding drugs, alcohol, and/or tobacco use; p) Careless, negligent, or improper use of District property, equipment or funds, including unauthorized removal, or use for private purpose, or use involving damage or unreasonable risk of damage to property. 4.10.010.3 Progressive Discipline Procedures -The actions identified below reflect a logical progression from the least serious to the most serious. In general, a supervisor's approach to matters requiring disciplinary action will follow this progressive approach. The first steps of the disciplinary procedure are to be regarded as corrective measures 26 Title 4, Personnel and are to be combined with appropriate instruction which, if followed, would make further steps unnecessary. The seriousness of the offense shall be taken into account by the supervisor, and the supervisor need not necessarily proceed to the next level of disciplinary action upon the repetition of the offense. In order for a supervisor to proceed to the next level of disciplinary action, the offense need not be a repetition of a prior offense. A Skelly meeting (as defined below) will generally precede disciplinary action involving a loss of pay. However, suspensions of five days or less may be immediately implemented providing that the Skelly procedure (as defined below) is then promptly followed. Under certain conditions more severe disciplinary action may immediately occur. 4.10.010.4 Forms of Disciplinary Action: 4.10.010.4(A) Verbal Reprimand —The verbal reprimand is considered informal discipline and notifies the employee that his/her performance or behavior must be improved. This warning defines the areas in which improvement is required, sets up goals leading to this improvement and informs the employee that failure to improve will result in more serious disciplinary action. This is the first official step of disciplinary action. It shall be used to deal with minor infractions of rules and practices. It is, in effect, a statement to the employee that he/she has (1) violated a District rule or work practice that he/she should have been aware of, (2) that he/she will be expected to abide by all such rules in the future. The manager will summarize this action with written documentation concerning the conversation. This document is placed in the employee's personnel file and a copy is given to the employee. The employee shall be permitted to file a written response, the original being directed to the department head and a copy filed in the employee's personnel file. 4.10.010.4(B) Written Reprimand —The written reprimand is a written record of discipline, that is usually, but not always, issued after a previous verbal reprimand. The employee is advised that his/her behavior is below standard and that continuation or repetition of that behavior shall result in more serious disciplinary action. The written reprimand shall specifically cite the substandard conduct and, where appropriate, reference the particular Code or Policy that has been violated. A copy of the written reprimand shall be provided to the employee and a copy placed in the employee's personnel file. The employee shall be permitted to file a written response, the original being directed to the department head and a copy filed in the employee's personnel file. 4.10.010.4(C) Suspension —The suspension is a District ordered absence from duty without pay for a specified period of time, and generally, but not always, follows a previous verbal and written warning. 4.10.010.4(D). Reduction in Pay —Reduction in pay is a temporary reduction in salary to a lower salary step for a specified maximum period of time. The employee does not have sudden stoppage of income and may be able to have the reduction lifted by good 27 Title 4, Personnel performance. The department does not lose the services of the employee. An individual should have been warned or reprimanded prior to taking this action to advise him or her that his or her performance is not acceptable. 4.10.010.4(E). Demotion — A demotion is a permanent change in classification of an employee to a position of lower responsibility and pay for unsatisfactory performance or disciplinary reasons. No employee shall be demoted to a position for which he or she does not possess the minimum qualifications; the employee's new duties must be consistent with those described in the job description. 4.10.010.4(F). Last Chance Agreement — At the discretion of the General Manager, a last chance agreement may be entered into with the employee, the bargaining unit if appropriate, and the District. This agreement is a possible alternative to termination. The agreement, signed by all parties, will state the steps or conditions that the employee is required to follow or meet to continue his or her employment with the District. 4.10.010.4(G) Termination/Discharge - Termination is the most severe form of disciplinary action. This course of action may result, for example, from an employee's violation of the District's "Causes for Disciplinary Actions," or due to an accumulation of various violations. This action is normally one of last resort, and shall only be taken when management is thoroughly satisfied that the employee has been given every reasonable opportunity to meet performance or behavior standards and clearly failed to do so. 4.10.010.5 Pre -Disciplinary Proceedings A public employee has certain procedural protections called "Skelly" rights before serious discipline (i.e., a reduction in pay or suspension of more than five (5) working days) may be imposed. Before such discipline is imposed, the employee has the option to request an administrative meeting with the District whereby the employee (with or without his/her representative) may respond to the charges with facts and/or other information which he/she wishes the District to consider in deciding whether or not to proceed with the proposed discipline. The requirements of the Skelly procedure are satisfied as follows: a) The employee receives advance notice of the proposed disciplinary action. b) The notice states the reasons for the proposed action. c) The notice contains the charges upon which the proposed action is based. d) The employee is allowed access to any materials upon which the proposed action is based. e) The employee is afforded the right, either orally or in writing, or both, to respond to the proposed charge(s) and the proposed disciplinary decision. 4.10.010.5(A) Skelly Notice -The notice requirements of Skelly are as follows: a) The Skelly notice shall be in writing. b) The letter shall set a date, time and place for the employee to respond to the charges if he/she elects to do so. In order to allow the employee time to seek advice and to prepare any oral or written response he/she may wish to make, the date set for his/her response should be at least five working days from the date the 28 Title 4, Personnel letter is sent. The letter shall contain a request that the employee give notice if he/she elects to waive his/her right to respond orally. c) The letter shall contain the notice of the proposed disciplinary action intended to be taken. d) The reasons for the proposed action must be set out. The part of the Skelly letter setting out the misconduct with which the employee is charged must be factual so that any person reading the letter will be able to determine the exact misconduct charged. e) The factual allegations of misconduct must specifically cite the District's particular policy and/or "Causes for Disciplinary Actions" that the employee is charged with violating. f) The notice must advise the employee of his/her right to respond to the charges, either orally or in writing. g) The notice must advise the employee of his/her right to representation if he/she elects to respond. h) The notice will advise the employee that discipline may be imposed whether or not he/she responds to the charges. 4.10.010.5(B) Skelly Meeting -The Skelly meeting, if the employee elects to have a meeting, shall be conducted as follows: a) The General Manager (hereafter "Skelly Officer") shall chair the meeting. b) The Skelly Officer shall establish that the employee has received the Skelly notice and understands the charges set forth therein. c) The Skelly Officer shall make available any documents which were considered in determining the charges and proposed disciplinary action. d) The employee or his/her representative shall be given the opportunity to respond to the charges and proposed action. e) The employee or his/her representative shall be given the opportunity to make final comments regarding the proposed action. f) The Skelly Officer shall close the meeting by indicating that he/she will consider all statements and/or documents, which may have been presented prior to determining the final action. The General Manager will determine whether the charges have been sufficiently established and the appropriateness of the level of the proposed disciplinary action. 4.10.010.5(C) Action Letter -Following the Skelly meeting, the Skelly Officer will promptly prepare a letter containing all of the following: a) Factual Findings. Repeat the charges as set out in the Skelly notice letter, provided the Skelly Officer concludes they have been established. If a charge has not been established or if facts excusing or mitigating of the misconduct have been disclosed, the letter should so state. b) The specific District policy and/or particular portion of the "Causes for Disciplinary Action" which were violated should be cited. c) The discipline imposed may not exceed the maximum stated in the Skelly letter. d) A statement that the employee may appeal the action to arbitration consistent with 29 Title 4, Personnel the provisions of the Union contract or other District procedures, if applicable. 4.10.0 Motu) Appeal Process - The following process applies to management positions (i.e., non -bargaining unit positions) only. The grievance/appeal process for bargaining unit members is set forth in the MOU. If an employee wishes to appeal a disciplinary action, they may move the matter to arbitration by filing a request for arbitration in writing with the General Manager. To be timely, the request for arbitration must be received within fourteen calendar days of the date of the Skelly Officer's decision. As soon as reasonably possible after the matter has been referred to arbitration, the parties or their designated representatives shall confer regarding the selection of the arbitrator. If agreement cannot be reached, the parties shall request a panel of seven arbitrators from the California State Mediation and Conciliation Service ("SMCS"). The parties or their representatives shall alternatively strike from the SMCS list until one name remains and that person shall serve as the Arbitrator. At the Arbitration hearing, both sides shall be represented by the person of their choice and shall be solely responsible for the costs associated with the presentation of their case including but not necessarily limited to the costs associated with their representative and any witnesses. The costs and fees associated with the Arbitrator and court reporter shall be divided evenly between the parties. The decision of the Arbitrator shall be final and binding, however, the Arbitrator shall have no authority to add to, modify or delete any provisions of the District's codes or policies. CHAPTER 4.11 GRIEVANCES Section: 4.11.010 Grievance Procedure 4.11.010 Grievance Procedure The District will recognize the grievance procedure as outlined in Title 14 of the Memorandum of Understanding. In connection with all grievances filed, it shall be the policy of the District that: a) Prompt attention be given to all grievances; b) That there will be freedom from reprisal against those filing a grievance; c) Those reasonable efforts will be made to resolve the grievance at the lowest possible level within the District. 30 Title 4, Personnel EMPLOYEE SAFETY AND HEALTH Sections: 4.12.010 Safety and Loss Control 4.12.020 Injury and Illness Prevention Progr 4.12.080 Drug and Alcohol Free Workpl 4.12.010 Safetv and Loss Control The purpose of this policy is to: a) Protect human life from injury and preserve property of the District and the general public. b) To instill an awareness of the importance of safe work and loss control practices in the operation of District facilities, and to establish the desire and expectation in all employees to work safely. c) To educate and train District employees in proper job practices and procedures through a continuing on-the-job training program. d) To comply with applicable federal, state and local regulations. A comprehensive set of basic operating and safety rules and safe work practices that address all aspects of District operation shall be developed, adopted and distributed to all employees of the District. Each employee shall sign a receipt of acceptance indicating they will follow and abide by the safety rules and work practices. 4.12.020 Iniury and Illness Prevention Program The District will maintain a comprehensive and continuous occupational Injury and Illness Prevention Program (IIPP) for all employees. The health and safety of the individual, whether in the field or office, takes precedence over all other concerns. The District's goal is to prevent accidents and to eliminate personal injury and occupational illness and comply with all safety and health rules and standards. 4.12.030 Wellness Program To promote the wellness of its employees, the District will maintain an Employee Wellness Program. The program shall include Health Risk Appraisals and a variety of health and fitness related activities. Participation by employees in this program is voluntary. 4.12.040 Safety and Loss Committee A Safety and Loss Control Committee shall be established that will include District management and union employees and will meet at least monthly. The Committee will annually update the Safety and Loss Control program. A program of regularly scheduled safety and job training meetings shall be held to educate District employees and maintain an awareness of job safety. 31 Title 4, Personnel Supervisors shall be held accountable for implementation and enforcement of the safety and loss control program. The General Manager shall submit to the Board of Directors an annual report summarizing the safety activities for the past year. 4.12.050 Tobacco -Free Workplace Policy The District's objective is to provide a healthful, comfortable and productive work environment for all District employees, directors, vendors and customers. Accordingly, and in compliance with California law, it is the policy of the District to prohibit smoking or use of tobacco products of any kind within all District controlled and operated facilities, as well as District vehicles and worksites. Smoking is prohibited within twenty (20) feet from entrances, exits, air intake vents, stairwells, breezeways, garage doors or operable windows. Littering of matches, cigarettes, cigars, chewing tobacco or any other substance is not permitted. Proper containers must be used for disposal of these items. Signs acknowledging "Smoke -Free Building" shall be posted on entrance doors of the building and other locations as deemed appropriate. All employees share in the responsibility for adhering to and enforcing to this policy. 4.12.060 Workplace ThreatsNiolence The District is committed to providing a safe and secure workplace for employees, customers, contractors and visitors. Threats, threatening behavior, or acts of violence against any individual on District property, at District controlled worksites or involved in the conduct of District business will not be tolerated. 4.12.060.1 Definition of Workplace ThreatsNiolence Workplace Threats/Violence may be conduct that causes an individual to fear for his or her personal safety or the safety of his or her family, friends and/or property, such that employment conditions are altered and/or a hostile abusive or intimidating work environment is created. Specific examples of conduct prohibited by this policy include, but are not limited to: a) b) Threats or threatening behavior friends, associates, or property; Harassing or threatening phone E-mails; Surveillance by any means; directed toward an individual or his/her family , calls, written messages, videos, photographs or talking; S Fighting or other physical violence or threat of physical violence; Threats of aggression or violence made In -jest". 32 Title 4, Personnel It is the responsibility of all District employees to immediately report any threatening or violent behavior they have witnessed or have knowledge of, occurring on District property, worksites or connected to District employment, to their supervisor or department head. The incident will be investigated and documented by the appropriate management employee, with all necessary steps taken to intervene in and/or remedy any potentially hostile or dangerous situations. 4.12.070 Employee Driver's License Policy The purpose of this policy is to maximize the safety of the District employees and minimize potential liability exposures and District property damage potential connected with the operation of vehicles used in the course of District business. Another purpose of this policy is to assure that all employees operating vehicles while on District business meet all licensing and driving qualifications. It is a requirement for continued employment for every position with driving duties that the employee maintains a valid driver's license. In addition, the District's policy is to verify, at least annually, the DMV motor vehicle record (MVR) for employees who drive for the District. This policy applies both to drivers of District owned vehicles as well as employees using personal vehicles in the course of District business. The General Manager or his or her designee shall administer this policy. The following are minimum requirements: a) All employee positions that include operation of a motor vehicle as part of their duties for the District shall possess a valid state issued drivers' license; b) An employee shall not operate a District vehicle or a personal vehicle for District business if that employee's license is not valid for any reason; and, All employees who drive for the District shall: a) Maintain the necessary license required by their job description; b) Authorize the District to obtain a MVR from the Department of Motor Vehicles from the state of the employee's drivers' license; c) Immediately report to the General Manager or his or her designee any suspension of driving privileges or other restriction on the employee's driver's license that affects the employee's ability to perform his/her job. For employees who drive for the District, inability to operate a District because of an invalid drivers' license impairs an employee's ability to satisfactorily perform their job. Such circumstances are subject to review by the General Manager and corrective actions, including termination may occur as a result. 4.12.080 Drug and Alcohol -Free Workplace The District is committed to establishing and maintaining ahigh-quality, safe environment for employees and the public, and supports a drug and alcohol -free workplace. The unlawful use, possession, sale, distribution, dispensation, or manufacture of a controlled substance in the workplace or in a work -related situation, by District employees is prohibited, and will not be tolerated. 33 Title 4, Personnel Further, employees are prohibited from using or being under the influence of drugs or alcohol in the workplace. The normal use of over-the-counter medications and the legal use of prescription drugs as ordered by a physician are not prohibited by this policy, as long as the drugs do not interfere with the employee's ability to safely perform his or her job. District employees who violate the District's policy will be subject to disciplinary action consistent with the District's Disciplinary Procedures. The District will conduct periodic training for employees and supervisors on substance abuse prevention and education. The District shall continue to offer a confidential Employee Assistance Program to aid employees with substance abuse problems. Pre -employment Testing: All applicants, after receiving a conditional offer of employment, will be subject to a controlled substance screening test as part of a pre -employment physical examination. Reasonable Suspicion Testing of Current Employees: Any current employee may be subject to drug or alcohol testing under certain circumstances. When an employee's observed behavior, involvement in an on-the-job accident or other circumstances raise reasonable suspicion that this Policy is being violated, the District may require the employee to undergo a test for controlled substances or alcohol when such testing is job. related and consistent with business necessity. Reasonable suspicion under this Policy shall be based on specific, personal and observations concerning the appearance, behavior, actions, and speech or body odors of the employee. 4.12.090 Drug and Alcohol Testing Policy Applicable to Commercial Motor Vehicle Drivers (CDL) Only 4.12.090.1 Purpose It is the goal of the District to provide a healthy, satisfying work environment that promotes personal opportunities for growth. In meeting these goals, it is the District's policy to do the following: a) Assure that employees are not impaired by alcohol or prohibited drugs in their ability to perform assigned duties in a safe and productive manner. b) Create a workplace environment free from the adverse effects of alcohol and substance abuse or misuse. c) Encourage employees to seek professional assistance any time personal problems, including alcohol or drug dependency, adversely affect their ability to perform their assigned duties. 4.12.090.2 Included Persons This alcohol and drug testing policy applies to all District employees holding a commercial driver's license (CDL) and who operate a commercial motor vehicle (CMV) as defined below. 34 Title 4, Personnel This policy applies to full time, regularly employed drivers; casual, intermittent or occasional drivers; leased drivers and independent, owner -operator contractors who are either directly employed by or under lease to the District or who operate a CMV at the direction of or with the consent of the District. For the purposes of pre-employment/pre- duty testing only, the term driver includes a person applying to the District for a position that entails the driving of a CMV for the District. 4.12.90.3 Prohibited conduct Alcohol - No driver shall: a) Report for duty or remain on duty requiring the performance of safety -sensitive functions while under the influence of alcohol (e.g., having an alcohol concentration of 0.04 or greater). b) Be on duty or operate a CMV while he or she possesses alcohol. c) Use alcohol while performing safety -sensitive functions. d) Perform safety -sensitive functions within 4 hours after using alcohol. e) After being required to take a post -accident alcohol test, the driver may not use alcohol for 8 hours following the accident, or until he/she undergoes a post - accident alcohol test, whichever occurs first. Drugs: no driver shall report for duty or remain on duty requiring the performance of safety -sensitive functions when the driver uses any drug, except when the use is pursuant to the instructions of a physician who has advised the driver that the substance does not adversely affect the driver's ability to safely operate a CMV. The following drugs or other substances are prohibited under this policy: Any drug or other substance identified in this chapter (Effects of Drugs and Alcohol); an amphetamine or any formulation thereof; a narcotic drug or any derivative thereof; or any other substance which may or does render the driver incapable of safely operating a CMV. A driver must inform the District of any therapeutic drugincluding on -duty use and off -duty use which may affect on -duty performance. No driver shall report for duty, remain on duty or perform asafety-sensitive function, if the driver tests positive for controlled substances. The Federal Department of Transportation (DOT) requires that the District implement an alcohol and drug testing program which complies with the. applicable DOT rules under 49 Code of Federal Regulations Part 40. Consent to alcohol and -or drug test: no CMV driver shall refuse to submit to a post - accident test, a random test, a reasonable suspicion test, return -to -duty test or a follow- up test as required by DOT regulations. 4.12.090.4 Definitions 4.12.090.4(A) Accident is an incident involving a commercial motor vehicle if the incident involved the loss of human life; or the driver receives a citation arising from the incident 35 Title 4, Personnel and an individual suffers a bodily injury and immediately receives medical treatment away from the scene (e.g. taken to the hospital by ambulance), or a vehicle is required to be towed from the scene. 4.12.090.4(BI Alcohol is the intoxicating agent in beverage alcohol, ethyl alcohol or other low molecular weight alcohol's including methyl and isopropyl alcohol. 4.12.090.4(C) Alcohol use is the consumption of any beverage, mixture, or preparation, including any medication (prescribed or over-the-counter, intentional or unintentional), containing alcohol. 4.12.090.4(D) Breath alcohol technician (BAT) is an individual who instructs and assists individuals in the alcohol testing process and operates an evidential breath testing device (EBT). 4.12.090.4(E) Commercial motor vehicle is a motor vehicle or combination of motor vehicles used in commerce to transport passengers or property if the motor vehicle: a) Has a gross combined weight of 26,001 or more pounds inclusive of a towed unit with a gross vehicle weight rating of more than 10,000 pounds. b) Has a gross vehicle weight rating of 26,001 or more pounds. c) Is designed to transport 16 or more passengers, including the driver; or d) Is of any size and is used in the transportation of hazardous materials requiring placards. 4.12.090.4(F) Confirmation test, for alcohol testing, is a second test that provides quantitative data of alcohol concentration following a screening test with a result of 0.02 grams or greater of alcohol per 210 liters of breath. For controlled substances testing, it is a second analytical procedure to identify the presence of a specific drug or metabolite which is independent of the screen test and which uses a different technique and chemical principal from that of the screen test in order to ensure reliability and accuracy. 4.12.090.4(G) Controlled Substance, for the purpose of this policy is marijuana, cocaineI amphetamines, opiates, or phencyclidine 4.12.090.4(H) Covered employee is an employee subject to the requirements of applicable Federal law, and this policy. 4.12.090.4(I) Driver is any person who operates a commercial motor vehicle, This includes, but is not limited to: full time, regularly employed drivers; casual, intermittent or occasional drivers; leased drivers and independent, owner -operator contractors who are either directly employed by or under lease to the District or who operate a CMV at the direction of or with the consent of the District. For the purposes of pre -employment testing, the term driver includes a person applying to drive a CMV for the District. 4.12.090.4(J) Employer is the District. 4.12.090.4(K) Evidential breath testing device (EBT) is a device approved by the National Highway Traffic Safety Administration (NHTSA) for the evidential testing of 36 Title 4, Personnel breath and placed on NHTSA's "Conforming Products List of Evidential Breath Measurement Devices" (CPL). 4.12.090.4(L) Medical review officer (MRO) is a licensed physician (medical doctor or doctor of osteopathy) responsible for receiving laboratory results generated by an employer's drug testing program and who has knowledge of substance abuse disorders and has appropriate medical training to interpret and evaluate an individual's confirmed positive test result together with his or her medical history and any other relevant biomedical information. 4.12.090.4(M) On -duty time, as that phrase is defined by Federal regulations and this policy, means all of the time beginning at the point a covered employee begins to work, and/or is required to be in readiness to work, until the time he or she is relieved from work and all responsibility for performing work. 4.12.090.4(N) Performing (a safety -sensitive function) is any period in which the driver is actually performing, ready to perform, or immediately able to perform any safety - sensitive functions. 4.12.090.4(0) Refusal to submit (to an alcohol or controlled substance test) is when a driver: a) Fails to provide adequate breath for alcohol testing, without a valid medical explanation, after he or she has received notice of the requirement for breath testing in accordance with this policy; b) Fails to provide adequate urine sample for controlled substances testing, without a genuine inability to provide a specimen (as determined by a medical evaluation), after he or she has received notice of the requirement for urine testing in accordance with the provisions of this policy; or c) Engages in conduct that clearly obstructs the testing process. 4.12.090.4(P) Safety -sensitive function, for purposes of this policy, shall mean any of the functions defined in Title 49 %J the Code of Federal Regulations. More specifically, safety -sensitive functions include all functions performed by a covered employee during on -duty time and include: a) All time at the District or work site, unless the driver has been relieved from duty by the District. b) All time inspecting equipment or otherwise servicing or conditioning any CMV at any time. c) All driving time. d) All time, other than driving time, in or upon any CMV. e) All time loading or unloading a CMV, supervising or assisting in the loading or unloading, attending a CMV being loaded or unloaded, remaining in readiness to operate the CMV, or in giving or receiving receipts for shipments loaded or unloaded. f) All time repairing, obtaining assistance, or remaining in attendance upon a disabled CMV. 37 Title 4, Personnel 4.12.090.4(Q) Screening test (a.k.a. initial test) in alcohol testing is an analytical procedure to determine whether a driver may have a prohibited concentration of alcohol in his or her system. In controlled substance testing, it is an immunoassay screen to eliminate negative urine specimens from further consideration. 4.12.090.4(R) Substance abuse professional is a 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 Association of Alcoholism and Drug Abuse Counselors Certification Commission) with clinical experience in the diagnosis and treatment of alcohol and controlled substances -related disorders. 4.12.090.5 Violation of the Policy Immediate Consequences of Violating this Policy A driver who violates this policy shall not perform, and will not be permitted to perform, a safety -sensitive function for the District. A driver removed from performing safety - sensitive functions because of a rule violation occurring in a 26,001 pound or greater vehicle in interstate or intrastate commerce, also is prohibited from driving a 10,001 pound or greater vehicle in interstate commerce. The driver violating this policy must be advised by the District of the resources available in evaluating and resolving the problem. This must include the names, addresses, and telephone numbers of substance abuse professionals and counseling and treatment programs. The District is not required to provide referral, evaluation, and treatment for applicants who refuse to submit to or fail a pre -employment test. The driver violating this policy must be evaluated by a substance abuse professional (SAP) who shall determine what assistance, if any, the employee needs in resolving problems associated with alcohol misuse and drug use. The SAP who determines that a driver needs assistance shall not refer the driver to his/her private practice or any organization in which the SAP has a financial interest for assistance. The driver may be subject to disciplinary action under the terms of the District's disciplinary procedure. An employee who tests positive for alcohol or drugs for the first time must comply with the administrative requirements of rehabilitation, but will not be disciplined solely on the basis of the positive test result. Absent extenuating circumstances, a second positive result within a five-year period will be grounds for disciplinary action, up to and including termination. 4.12.090.E Out of Service Order Any driver who is found to be in violation of this policy shall be placed out -of -service immediately for a period of at least 24 hours. Out -of -service means that the employee shall not perform, and not be permitted to perform, asafety-sensitive function. The out -of -service period will commence upon issuance of an out -of -service order. No driver shall violate the terms of an out -of -service order issued under this section. 38 Title 4, Personnel Condition of Returning to Work after a Violation of this Policy - Before returning to duty, the driver must undergo a Return -To -Duty Test as set forth in this policy. 4.12.090.7 Testing Circumstances 4.12.090.7(A) Pre-EmploymentlPre-Duty Testing -This type of testing applies to: a) All applicants for a District position requiring a CDL driver's license to operate a CMV, who have not been part of a drug program that complies with the Federal Highway Administration (FHWA) regulations for the previous 30 days; and b) District employees who usually drive vehicles for which a CDL is not required to operate, but then is required to obtain a CDL and drive CMVs for the District. 4.12.090.7(B) Exceptions - Apre-employment drug test is not required if the following conditions are met: a) The driver participated in a drug testing program meeting the requirements of the FHWA within the previous 30 days; b) While participating in the program, the driver either was tested for controlled substances in the previous 6 months, or participated in a random drug testing program for the previous 12 months; and c) No prior employer of the driver has a record of violations of any DOT controlled substance use rule for the driver in the previous 6 months. In cases of exceptions, the District must contact the testing program prior to using the driver and obtain the following information: a) The name and address of the program, which is generally the driver's prior and/or current employer. b) Verification that the driver participates or participated in the program, c) Verification that the program conforms to the required procedures. d) Verification that the driver is qualified, including that the driver has not 6 months If the District uses a driver more than once a year, but does not employ the driver, it must assure at least once every 6 months that the driver does participate, or has participated, in a drug testing program that meets the requirements of these regulations. 4.12.090.7(C) Post -Accident Testing is required as soon as practicable following an accident involving a CMV of each surviving driver when either: a) The accident involved a fatality; or 39 Title 4, Personnel b) The driver receives a citation under state or local law for a moving traffic violation arising from the accident and an individual suffers a bodily injury and immediately receives medical treatment away from the scene; or c) The driver receives a citation under state or local law for a moving traffic violation and the CMV is required to be towed from the scene of the accident. Nothing in the regulations should be construed as to require the delay of necessary medical attention for injured people following an accident. Also, the driver is not prohibited from leaving the scene of an accident for a period necessary to obtain assistance in responding to the accident, or to obtain necessary emergency medical care. In lieu of administering a post -accident test, the District may substitute a test administered by on -site police or public safety officials under separate authority. The District may substitute a blood or breath alcohol test and a urine drug test performed by such local officials, using procedures required by their jurisdictions. The District may obtain a copy of the test results pursuant to an employee signing a preauthorized consent form. 4.12.090.7(D) Random Testing Alcohol Testing Rate: random alcohol testing shall be administered at a minimum annual rate of 25 percent of the average number of driver positions, or as changed by the FHWA and published in the Federal Register. Drug Testing Rate: random drug testing shall be administered at a minimum annual rate of 50 percent of the average number of driver positions, or as changed by the FHWA and published in the Federal Register. Appropriate time for random testing: a) Alcohol testing: A driver shall only be tested while the driver is performing safety - sensitive functions, immediately prior to performing or immediately after performing safety -sensitive functions. b) Drug testing: Drug testing may be performed at any time while the driver is at work for the District, regardless of whether such duties are safety -sensitive or not. 4.12.090.7(E) Selection and Notification: Selection of drivers shall be made by a scientifically valid method such as a random number table or a computer -based random number generator that is matched with an identification number assigned to each driver. Under the selection process, each driver shall have an equal chance of being tested each time selections are made. The random tests shall be announced and spread reasonably throughout the year. There will not be a period of time during which random testing will be "done for the year." 40 Title 4, Personnel The District shall ensure that drivers selected for random tests proceed immediately to the testing site upon notification of being selected. For purposes of employee name selection for drug and alcohol testing, the District shall use the services of the Sierra DOT Consortium administered by Sinnett Consulting Services. By participating with the Sierra DOT Consortium, the District will meet the minimum selection requirements established by the Federal Department of Transportation. In the event a driver, who is selected for a random test, is on vacation, lay-off, or an extended medical absence, the District will select another driver for testing. The District shall document that the driver was ill, injured, laid off, or on vacation and that the driver was in the random selection pool for that cycle. 4.12.090.7(F) Reasonable Suspicion Drivers must submit to an alcohol or drug test when the District has reasonable suspicion to believe that the driver has violated the prohibited conduct as outlined in this policy. A trained supervisor or the General Manager are required to make the observations necessary to substantiate a reasonable suspicion and the observations must be further substantiated by the observations of a second trained supervisor unless extenuating circumstances apply. Reasonable suspicion: a) The District's reasonable suspicion shall be based on specific, contemporaneous, articulable observations concerning the appearance, behavior, speech, or body odors of the driver. b) The reasonable suspicion determination shall be made by a trained supervisor or the General Manager and substantiated by an opinion from a second trained supervisor. c) The mere possession of alcohol does not constitute a need for reasonable suspicion testing, which must be based on observations concerning the driver's appearance, behavior, speech, or body odor. Reasonable suspicion must be determined performs safety -sensitive functions. during, just before, or just after the driver Alcohol Test: If reasonable suspicion is observed but a reasonable suspicion test has not yet been administered, a driver shall not perform safety -sensitive functions until an alcohol test is administered and the driver's alcohol concentration measures less than 0.02, or 24 hours have elapsed following the determination of reasonable suspicion. Drug Test: the documentation of the driver's conduct must be prepared and signed by the witness within 24 hours of the observed behavior, or before the results of the drug test are released, whichever is earlier. 4.12.090.7(G) Return -To -Duty Testing 41 Title 4, Personnel Alcohol Test: after engaging in prohibited conduct regarding alcohol misuse, the driver shall undergo a return -to -duty alcohol test before performing a safety -sensitive function. The test result must indicate a breath alcohol concentration of less than 0.02. Drug Test: after engaging in prohibited conduct regarding drug use, the driver shall undergo a return -to -duty drug test before performing a safety -sensitive function. The test result must indicate a verified negative result for drug use. In the event that areturn-to-duty test is required, the driver must also be evaluated by a SAP and participate in any assistance program prescribed and be subject to unannounced follow-up alcohol and drug tests administered by the District following the driver's return to duty. The number and frequency of the tests are to be determined by the SAP, but must consist of at least six tests in the first 12 months following the driver's return to duty. Follow-up testing may be done for up to 60 months. If the SAP determines that a driver needs assistance with apoly-substance abuse problem, the SAP may require an alcohol test to be performed along with the required drug tests after the driver has violated the drug testing prohibition. The cost of return -to -duty alcohol and drug tests shall be paid directly by the employee and/or his or her insurance provider. The cost of the services of the SAP for the initial evaluation and areturn-to-duty evaluation shall be paid by the District. An employee will be allowed to take accumulated vacation leave and/or personal leave time while participating in the prescribed treatment, rehatation services or assistance program. 4.12.090.7(H) Follow-up Testing If a SAP determines that a driver needs assistance resolving problems associated with alcohol or drug use, the District shall ensure that the driver is subject to unannounced follow-up testing following the driver's return to duty. The number and frequency of the tests are to be determined by the SAP, but must consist of at least six tests during the first 12 months following the driver's return to duty. Follow-up testing may be done for up to 60 months. The SAP can terminate the requirement for the follow-up testing in excess of the minimum at any time, if the SAP determines that the testing is no longer necessary. 42 Title 4, Personnel Follow-up tests need not be confined to the substance involved in the violation. If the SAP determines that a driver needs assistance with a poly -substance abuse problem, the SAP may require, for example, alcohol tests to be performed along with the required drug tests after the driver has violated the drug testing prohibition. Follow-up testing for alcohol shall only be performed when the driver is performing safety - sensitive functions, or immediately prior to performing or immediately after performing safety -sensitive functions. 4.12.090.7(I) Alcohol Testing Procedure Preparation for Testing a) The employee is required to show positive identification when arriving at the test site. b) The employee may also request the Breath Alcohol Technician Administration of the Initial Test (BAT) Breath Testing Steps 1 and 2 of the Breath Alcohol Testing Form are to be completed. A refusal by an employee to sign the certification in Step 2 of the form shall be regarded as a refusal to take the test. a) Non -evidential screening devices may be used for the alcohol screening test, provided they are approved by the National Highway Traffic Safety Administration (NHTSA). b) Devices approved by the NHTSA are placed on the "Conforming Products List of Alcohol Screening Devices." c) Confirmation tests must be done using an evidential breath testing device. Depending on whether the result is less than 0.02, or 0.02 or greater, the following shall be done: a) If the result is less than 0.02, the BAT shall date the form and sign the certification in Step 3 of the form. The employee shall sign the certification and fill in the date in Step 4 of the form. b) If the result is 0.02 or greater, a confirmation test must be performed. If the confirmation test will be performed by a different BAT, the BAT who conducted the screening test shall complete and sign the form and log book entry. The BAT is to give the employee Copy 2 of the form. If the confirmation test will be conducted at a different site, the employee must not drive there and must be observed by District personnel en route. 43 Title 4, Personnel Administration of the Confirmatory Test Waiting Period: a) The BAT shall instruct the employee not to eat, drink, put any object or substance in his or her mouth, and, to the extent possible, not belch during a waiting period before the confirmation test. b) This waiting time period begins with the completion of the screening test, and shall not be less than 15 minutes. The confirmation test shall be conducted within 30 minutes of the completion of the screening test. In the event that the screening and confirmation test results are not identical, the confirmation test result is deemed to be the final result upon which any action under operating administration rules shall be based. Following the completion of the testthe BAT shall date the form and sign the certification in Step 3 of the form. The employe , e shall sign the certification and fill in the date in Step 4 of the form. The BAT shall transmit all results to the District in a confidential manner. 4.12.090.7(J) Drug Test Procedures Urine Specimen Collection The test shall be conducted at an independent medical facility which complies with the DOT Guidelines. The laboratory must be certified by the Department of Health and Human Services Chain of Custody -The appropriate drug testing form shall be utilized from time of collection to receipt by the laboratory and that, upon receipt by the laboratory, an appropriate laboratory chain of custody form(s) account(s) for the sample or sample aliquot within the laboratory. ii. Preparation for Testing Use of a clean, single use specimen bottle that is securely wrapped until filled with the specimen. Use of a tamper proof seal system designed in a manner that the specimen bottle top can be sealed against undetected opening and the bottle allowing for identification of the test subject, either by number or by some other confidential mechanism. 44 Title 4, Personnel Use of shipping container in which one or more specimens and associated paperwork may be transferred, and which can be sealed and initialed to prevent undetected tampering. Written procedures and instructions for collection site person. Initial Screen -Every specimen is required to undergo an initial screen followed by confirmation of all positive screen results. The initial screen process must use immunoassay. Confirmatory Tests -All specimens identified on the initial screen must be confirmed by gas chromatography/mass spectrometry (GC/MS) at the cut-off levels shown in the next table. All confirmations must be quantitative in their analysis, which means that the specific, scientific level of drug contained in the collected specimen must be known. iii. Reporting of Test Results Both positive and negative test results must be reported directly to the District's Medical Review Officer (MRO) within an average of 5 working days. a) The MRO must be a licensed physician and possess knowledge of drug abuse disorders. The MRO, who may be an employee of the District or one contracted to provide the services required, principally services as an arbiter between the laboratory and the District. b) It is the primary responsibility of the MRO to review and interpret positive results obtained from the laboratory. The report, as certified by the responsible laboratory individual, shall indicate the drug - metabolites tested for, whether the results are positive or negative, the specimen number assigned by the District and the drug testing laboratory identification number. a) The MRO may require that the laboratory provide quantitation of test results. b) The laboratory must report as negative all specimens which are negative on the initial test or confirmed negative by the GC/MS. c) Only specimens confirmed by GUMS as positive are reported as positive. The laboratory may transmit the test results to the MRO by various electronic means such as facsimile or computer, so long as those methods are designed to maintain confidentiality. The MRO must assess and determine whether alternate medical explanations could account for the positive test results. a) To accomplish this task, the MRO may conduct medical interviews of the individual, review the individual's medical history and review any other relevant bio-medical factors. b) Additionally, the MRO must examine all medical records and data made available by the tested individual, such as evidence of prescribed medications. 45 Title 4, Personnel c) The MRO must not consider any specimen results that arise from collection or analysis which do not comport with the FHWA regulations. The MRO must give the individual testing positive an opportunity to discuss the test results prior to making a final decision. After a final decision is made, the MRO shall notify the District. If, during the course of an interview with an employee who has tested positive, the MRO learns of a medical condition which could, in the MRO's reasonable medical judgment, pose a risk to safety, the MRO may, in his or her professional judgment, report that information to the DOT or to the District. iv. Positive Test Result The MRO shall notify each employee who has a confirmed positive test that the employee has 72 hours in which to request a test of the split specimen. If the employee makes such a request, the MRO shall direct, in writing, the laboratory to provide the split specimen to another certified laboratory for analysis. If the analysis of the split specimen fails to reconfirm the presence of the drugs) or drug metabolite(s) found in the primary specimen, or if the split specimen is unavailable, inadequate for testing or un-testable, the MRO shall cancel the test and report cancellation and the reasons for it to the DOT, the District, and the employee. A canceled report is neither a negative nor a positive test. A sample that has been rejected for testing by a laboratory is treated the same as a canceled test. v. Notification of Test Results If an MRO, after making and documenting all reasonable efforts, is unable to contact a tested person, the MRO shall contact a designated management official of the District to arrange for the individual to contact the MRO prior to going on duty. The MRO may verify a positive test without having communicated with the driver about the results of the test if: a) The driver expressly declines the opportunity to discuss the results of the test, or b) Within 5 days after a documented contact by a designated management official of the District instructing the driver to contact the MRO, the driver has not done so. The MRO must report the results to the District using any communication device, which maintains confidentiality, but in all instances, a signed, written notification must be forwarded within three business days of completion of the review. 4.12.090.7(K) Confidentiality and Record Keeping Record keeping The District must maintain records of its alcohol and drug programs. 46 Title 4, Personnel Records must be kept in a secure location with controlled access. The records may be included in personnel records that have controlled and secure access only by authorized personnel. All records, except those requiring a signature, may be maintained through the use of computer technology. The District must be able to produce a computer printout of the required data on demand by the appropriate agency or the employee himself or herself. The records may be maintained anywhere, but the District must make them available at the District's principal place of business within two days of a FHWA, or other authorized agency, request. The following records must be kept: a) Records related to the collection process: collection logbooks (if used); documents related to the random selection process; calibration documentation for EBTs; documentation of BAT training; documentation of reasoning for reasonable suspicion testing; documentation of reasoning for post -accident testing, documents verifying a medical explanation for the inability to provide adequate breath or urine for testing; and, a consolidated annual calendar year summary. b) Records related to the driver's test results: District's copy of the alcohol test form, including results; District's copy of the drug test chain of custody and control form; documents sent to the District by the MRO; documentation of any driver's refusal to submit to a required alcohol or drug test; and, documents provided by a driver to dispute the test results. c) Records including documentation of any other violations of drug use or alcohol misuse rules. d) Records related to evaluations: records pertaining to the SAP's determination of a driver's need for assistance and records concerning a driver's compliance with SAP's recommendation. e) Records related to education and training: materials on drug and alcohol awareness, including a copy of the District's policy on drug use and alcohol misuse; documentation of compliance with requirement to provide drivers with educational material, including driver's signed receipt of materials; documentation of supervisor training; and, certification that training conducted complies with all DOT requirements. f) Records related to drug testing: agreements with collection site facilities, laboratories, MROs, and consortia; names and positions of officials and their role in the District's alcohol and controlled substance testing program; monthly statistical summaries of urinalysis from certified laboratories; the Memorandum of Understanding with any unions representing District employees; and the District's drug testing policy and procedures. ii. Retention Period: a) Five years: alcohol test results indicating a breath alcohol concentration of 0.02 or greater; verified positive drug test results; refusals to submit to required alcohol or 47 741e 4, Personnel drug tests; required calibration of EBTs, SAP's evaluation and referrals; and, annual calendar year summary. b) Two years: records related to the collection process and training. c) One year: negative and canceled drug test results; and alcohol test results indicating a breath alcohol concentration less than 0.02. . Confidentiality and Access to Records Generally, the District shall maintain records under this policy with as much confidentiality as possible, and not release any driver drug and/or alcohol program information, except as required by law or authorized by the District policies. An employee is entitled, upon written request, to any records pertaining to his/her drug or alcohol tests or other related matters. The records shall be provided promptly. The District is required to permit access to facilities and records upon request of a DOT or other regulatory official with proper authority. The District may disclose driver information to the decision -maker in a lawsuit, grievance, or other proceeding initiated by or on behalf of the individual resulting from an action taken under these regulations. This includes worker's compensation and unemployment compensation proceedings. Records must also be made available in the following instances: To a subsequent employer upon receipt of a written request from the driver, and then in accordance with the terms of the request. To an identified person as directed by a specific, written consent of the driver. The release of employee information is allowed in the following instances: a) An employee shall have access to any of his/her alcohol testing records upon written request. b) The District must allow any DOT -authorized agency access to facilities and records in connection with the District's alcohol misuse prevention program. c) When requested, the District shall disclose post -accident testing information to the National Transportation Safety Board as part of an accident investigation. d) The District shall make records available to a subsequent employer upon receipt of a written request from the employee. e) The District may disclose information to the employee or to the decision -maker in a lawsuit, grievance, or other proceeding initiated by or on behalf of the individual. This may include worker's compensation, unemployment compensation, or other proceeding relating to a benefit sought by the employee. f) The District shall release information regarding a covered employee's records as directed by the specific, written consent of the employee authorizing release of the information to an identified person. 48 Title 4, Personnel iv. MRO Record Retention The MRO shall maintain all dated records and notification for verified positive drug test results for five years. The MRO shall maintain all dated records and nocations for negative and canceled drug test results for one year. The MRO shall not release the individual drug test results of any driver to any person, without a specific, written authorization from the tested driver. This does not prohibit the MRO from releasing the results listed above to the District or regulatory officials with the proper authority. Annual Calendar Year Summary -Only if notified by FHWA, or upon request of an official with proper authority, is the District required to prepare and maintain an annual calendar year summary of its alcohol and drug testing program. Retention of Records -This section explains how long controlled substance and alcohol test records must be maintained, which records must be maintained, and where. Required Period of Retention Documents to Be Maintained Five Years: Alcohol test results indicating a breath alcohol concentration of 0.02 or greater Verified positive controlled substance test results Refusals to submit to required alcohol or controlled substance tests Required calibration of Evidential Breath Testing Devices (EBT's) Substance Abuse Professional's (SAP's) evaluations and referrals Annual calendar year summary Two Years: Records related to the collection process (except calibration) and required training One Year: Negative and canceled controlled substance test results Alcohol test results indicating a breath alcohol concentration less than 0.02 Types of Records required to be maintained: 49 Title 4, Personnel v Records related to the collection process. a) Collection logbooks (if used) b) Documents related to the random selection process c) Calibration documentation for EBT's d) Documentation of Breath Alcohol Technician (BAT) training e) Documentation of reasoning for reasonable suspicion testing f) Documentation of reasoning for post -accident testing g) Documents verifying a medical explanation for the inability breath or urine for testing h) Consolidated annual calendar year summaries Records related to the driver's test results: to provide adequate a) The District's copy of the alcohol test form, including results b) The District's copy of the drug test chain of custody and control form c) Documents sent to the District by the Medical Review Officer d) Documentation of any driver's refusal to submit to a required alcohol or controlled substance test e) Documents provided by a driver to dispute results of test Documentation of any other violation of controlled substance use or alcohol misuse rules. Records related to evaluations and training: a) Records pertaining to substance abuse professional's (SAP's) determination of driver's need for assistance b) Records concerning a driver's compliance with SAP's recommendations Records related to education and training: a) Materials on drug and alcohol awareness, including a copy of the District's policy on drug use and alcohol misuse b) Documentation of compliance with requirement to provide drivers with educational material, including driver's signed receipt of materials c) Documentation of supervisor training d) Certification that training conducted under this rule complies with all requirements of the rule Records related to drug testing: a) Agreements with collection site facilities, laboratories, MROs, and consortia b) Names and positions of officials and their role in the District's alcohol and controlled substance testing program c) Monthly statistical summaries of urinalysis d) The District's drug testing policy and procedures Location of Records 50 Title 4, Personnel All required records shall be maintained in a secure location with limited access as selected by the District. Records shall be made available for inspection at the District's principal place of business within two business days after a request has been made by an authorized representative of the Federal Highway Administration or other authorized agency. For example: Specific records may be maintained on computer or at a regional or terminal office, provided the records can be made available upon request from FHWA within two working days. vi. Effects of Drugs and Alcohol Marijuana -Marijuana is the common term used to describe the cannabis plant. Marijua- na (also called pot, grass or dope) is usually smoked. Marijuana is both a narcotic and a hallucinogen. It produces increased heart rates, blood pressure, blood shot eyes, dilated pupils and dry mouth. Marijuana impairs the short term memory and the sense of time. It can reduce motor skills, coordination, reaction time and concentration. Cocaine: Cocaine is a stimulant and can be taken through the nose in powder form, injected as a liquid or smoked. Cocaine is also found in a crystal form known as crack cocaine. Both cocaine and crack cocaine are addictive narcotics which can also produce hallucinogenic effects with long-term use. It causes increased heart rates, blood pressure, respiration, dilation of the pupils, and result in anxiety, restlessness, irritability and sleeplessness. Opiates: -Opiates include narcotics such as opium, heroin, morphine and codeine. They appear as solids, pastes, powders, liquids, and can be smoked, ingested, or injected. Opiates are depressants and relaxants. Opiate users can become lethargic, becoming drowsy or going to sleep. Opiates are highly addictive and dangerous drugs. Some physical signs can be runny eyes and noses, nausea, and fainting. Phencyclidine -Often called PCP or "angel dust" is a hallucinogenic. It is synthetically made and comes as a powder, tablet or capsule that can be ingested or smoked. The effects of the use of PCP include increased heart rates, blood pressure, dizziness, numbness, and disorientation, slows reflex and body movements, and can impair vision and speech. Amphetamines Also known as methamphetamines are stimulants which can be ingested as tablets or capsules. They are also found in powder form that can be sniffed or injected as a mixed liquid. Some signs are elevated heart rates, blood pressure, respiratory rates, dilated pupils, sweating (with pungent odor), sleeplessness, mood swings, talkativeness and anxiety. Metabolites from drug use can be found in urine for varying lengths of time after being used. Generally speaking, except for marijuana, which collects in fatty tissues, the above drugs stay in the body up to approximately one week. 51 Title 4, Personnel Alcohol - Alcohol is a central nervous system depressant. Taken in large quantities it causes not only the euphoria associated with "being drunk" but also adversely affects the employee's judgment, his or her ability to think, and his or her motor functions. Long term overuse of alcohol can cause liver damage, heart problems, sexual dysfunction, and other serious medical problems. In some cases, alcohol use can lead to physical and psychological dependence on alcohol. Alcoholism is a serious chronic disease. Left untreated it will inevitably get worse. Resolution 2008 — 04, Adopting Amendments to the District Code Title 4, approved on May 7, 2008, replaces all contents of existing Title 4, and supersedes the following: Resolutions: 77-21, 82-22, 83421 88-101 90-141 91-141 93-151 94-361 04-15, 05-27, 07-10, and 07-23. Minute Orders: 88-1871 88-199, 89451 91-35, 93-311 94-741 96-101 97-119, 06-100, 07-041 07-1061 07-147, and 07-148. Ordinance: 02-05. Revisions: Res 2009-13 (5/06/09) Res 2009-36 (12/02/09) Res 2008-04, (5/7/08) Res. 2009-36 (12-2-09) Res. 2010-09 (6/2/10) Res. 2014-07 (5/21 /14) 52 Title 4, Personnel TITLE 6 WATER SERVICE CHAPTERS 6.00 General 6.01 District Responsibilities 6.02 Groundwater Management Plan 6.03 Reports & Planning Documents 6.04 Application for Service -New Construction & Upgrades 6.08 Continuity of Service 6.12 Temporary Service 6.16 Policy for Commitment to Provide Water Service 6.18 Water Main Extensions 6.20 Refusal to Serve 6.28 Future Water Service Demands Ei.30 Bulk Potable Water Sales 6.36 Unauthorized Use of Water 6.40 Resale of Water 6A4 Fire Protection 6A8 Service Lateral Connections and Customer Facilities 6.50 Hazardous Materials 6.52 Metering 6.54 Protection of District -Owned Facilities 6.56 Backflow and Cross -Connections 6.60 Repairs and Maintenance CHAPTER 6.00 GENERAL Sections: 6.00.010 GENERAL 6.00.010 General 6.00.010.1 These Water Service Policies have been adopted by the District in the interest of efficiency, economy, reliability and safety in regulating and administering the distribution of water to its customers. They are subject to revision by the Board of Directors of the District from time to time in order to meet these objectives. 6.00.010.2 The District shall furnish services under its current rate schedules and these policies as approved from time to time by the Board of Directors of the District and shall govern all service except as specifically modified by the terms and conditions of the rate Title 6 Page 1 schedules or by written contractsI 6.00.010.3 Any dispute arising between an applicant and the District regarding interpretation and administration of these rules will be referred to the Board of Directors for final decision. 6.00.010.4 If at any time during the Development Agreement process issues arise that need resolution, the developer should submit a written request to the Project Administrator responsible for the project in question. Such request shall state all of the items of concern. The developer can expect a response within 10 business days from receipt of request. If no resolution is reached, the developer can request a meeting with the District's General Manager. If still no resolution is reached, the developer can request a meeting before the Board to resolve the issue. Staff shall agendize the item before the Board for the next scheduled regular Board meeting. Scheduling shall be consistent with the Brown Act and must occur with at least 72 hours prior notice. Only after this process is exhausted without resolution of the dispute may the parties proceed to litigation. If either party commences a court action against the other based on a dispute or claim to which this paragraph applies without first complying with the provisions of this paragraph, the party commencing the court action shall not be entitled to recover attorney's fees, even if they would otherwise be available in such court action. CHAPTER 6.01 DISTRICT RESPONSIBILITIES Section: 6.01.010 Service 6.01.010 Service Water service is an interruptible service. 6.01.010.1 To the best of its ability and in consideration of existing sources, the District will supply water at each customer's service connection dependably and safely, in adequate quantities to meet the reasonable needs and requirements of the customer, in accordance with these rules and regulations. 6.01.010.2 The District will provide potable water that meets the standards of the United States Environmental Protection Agency and the California State Department of Public Health. CHAPTER 6.02 GROUNDWATER MANAGEMENT PLAN Sections: 6.02.010 Statement of Purpose 6.02.020 Groundwater Monitoring Plan Title 6 Page 2 6.02.010 Statement of Purpose The purpose of the Martis Valley Groundwater Management Plan is to protect the chemical quality of the groundwater resource and assure continued supply of high quality groundwater to the population within and adjacent to Martis Valley by developing and implementing a monitoring program to guide appropriation and use of groundwater. The authority to establish a groundwater management plan was granted by Assembly Bill 3030, dated September 26, 1992, in accordance with the California Water Code, Division 6, Part 2.75 Sections 10750 to 10755. AB 3030 authorizes adoption and implementation of a groundwater management plan to manage groundwater within a groundwater basin identified in the California Department of Water Resources Bulletin 118. DWR Bulletin 118 identifies the Martis Valley Groundwater Basin as being within the North Lahontan Hydrologic Study Area and designates the basin as Basin No. 6-67. 6.02.020 Groundwater Monitoring Plan The Groundwater Monitoring Plan will monitor groundwater levels to enable comparison with historic water levels; track static water levels over time to evaluate changes due to recharge variations (drought conditions) and groundwater pumping; and maintain a database of groundwater usage to assure a continued supply of high quality water for the residents of the Truckee area. 6.02.020.1 Data Collection Data collection activities shall include on -going data collection of District sources. CHAPTER 6.03 REPORTS &PLANNING DOCUMENTS Sections: 6.03.010 Consumer Confidence Report 6.03.020 Urban Water Management Plan 6.03.030 Water System Master Plan F---- Formatted: Indent: First line: 0" 6.03.010 Consumer Confidence Report The District shall prepare an annual Consumer Confidence Report (CCR) in accordance with the requirements ofthe California Department of Public Health. A copy of the CCR shall be mailed to all active water system customers. A copy of the CCR shall be made available to any other interested party upon request. 6.03.020 Urban Water Management Plan: The District shall prepare an Urban Water Management Plan (UWMP) every five years in accordance with the requirements of the State of California. Copies of UWMP shall be made available for public review at the District Title 6 Page 3 officesI 6.03.030 Water System Master Plan The District shall periodically update its Water System Master Plan. The interval between updates shall be at most ten years. Copies of the Water System Master Plan shall be made available for public review at the District offices. CHAPTER 6.04 APPLICATION FOR SERVICE —NEW CONSTRUCTION &UPGRADES Sections: 6.04.010 General 6.04.020 Change in Customer's Equipment or Operations 6.04.030 New Construction and Upgrades 6z04.04O As -built Drawing Procedures 6.04.010 General Each applicant for water service shall complete the necessary application and shall pay to the District the current fees as determined by the District. 6.04.010.1 Each applicant will be required to show identification when he or she signs the District's application. 6.04.010.2 The application for service is a written request for service and does not bind the applicant to accept service nor does the application require that the District actually provide water service. It does, however, bind the applicant to be governed by all rules and regulations of the District in case service is rendered. 6.04.010.3 The District shall render service when it has determined that the applicant has complied with the following provisions: 6.04.010.3(A) The applicant has received a valid building permit from the Town of Truckee or from the appropriate agency governing where the property is located. 6.040.010.3(B) All written agreements between the applicant and the District have been evaluated by staff, fully executed by the parties and if applicable, approved by the Board of Directors. Please refer to the District's Development Agreement Guidelines for new developments. 6.040.010.3(C) The applicant has demonstrated that they have acceptable credit and paid all appropriate fees and charges. 6.040.010.3(D) The applicant has installed the necessary service facilities. 6.04.020 Change in Customer's Equipment or Operations - In the event a customer desires to make a material change in the amount of consumption or in the size, character, or extent of the equipment and facilities providing water service to them, they shall immediately Title 6 Page 4 file with the District an amendment of the application for serviceI pay all charges required thereby and obtain approval of the District prior to accepting such service. 6.04.030 New Construction and Upgrades 6.04.030.1 Applications for new construction and upgrades shall be processed as outlined below. Line Extension or Facility Administrative Action Required Type of Agreement Upgrade Required General Board of Manager Directors Under $400,000 X Development Agreement Over $400,000 X Development Agreement Note: The dollar amounts refer to the total value of on -site improvements being installed by the applicant to be conveyed to the District for ownership operation and maintenance. This does not apply to meter size upgrades. 6.04.030.2 The applicant shall be responsible for all District costs incurred in the course of providing service to a water project, as may be outlined in individual development agreements. 6.04.030.3 The General Manager shall develop operational methods for staff use to implement the intent of this policy. 6.04.040 As -Built Drawing Procedure See Section 5.01.027 regarding project documentation deposit and Appendix B for District Policy Regarding As -built Drawings. CHAPTER 6.08 CONTINUITY OF SERVICE Sections: 6.08.010 General 6.08.020 Emergency Interruptions 6.08.030 Scheduled Interruptions 6.08.040 Apportionment of Supply 6.08.010 General 6.08.010.1 The District will exercise reasonable diligence and care to deliver to its customers a continuous and sufficient supply of safe and potable water at a proper pressure and to Title 6 Page 5 avoidI so far as reasonably possible, any interruption in delivery. When such interruptions occur, the District will endeavor to re-establish service as soon as is reasonably and practicably possible, consistent with its considerations for safety of its customers and the general public. 6.08.010.2 The District acknowledges that certain areas have relatively low pressure and that continued measures are being taken to increase pressure. 6.08.010.3 The District will not be liable for interruptions, shortages, or insufficiency of supply or any loss or damage of any kind or character occasioned thereby. 6.08.020 Emergency Interruptions 6.08.020.1 Should an emergency interruption, shortage, or insufficiency of supply occur which affects the service to any public or private fire protection device, the District will promptly notify the Fire Marshall or other official responsible for fire protection within District boundaries. 6.08.020.2 Under disaster conditions, the District will cooperate to the fullest extent with all governmental agencies having authority within District boundaries. 6.08.030 Scheduled Interruptions 6.08.030.1 Whenever the District determines that an interruption in service is necessary for any purpose, it will attempt to notify all customers to be affected by the interruption of the approximate time and duration of the interruption, if reasonably possible. 6.08.030.2 In the event public or private fire protection should be affected by an interruption in service, the District will promptly notify the Fire Marshall or other official responsible for fire protection within District boundaries of the approximate time and duration of the interruption. 6.08.040 Apportionment of Supply 6.08.040.1 During periods of water shortage, the District shall apportion its available supply among its customers as required by existing State and Federal laws. Otherwise, it will apportion its supply in the manner that appears most equitable under the circumstances then prevailing, with due regard to public health and safety. CHAPTER 6.12 TEMPORARY SERVICE Sections: 6.12.010 Establishment of Temporary Service 6.12.020 Change to Permanent Status Title 6 Page 6 6.12.010 Establishment of Temporary Service The District will furnish temporary water service to customers under the following conditions: 6.12.010.1 All Temporary Service shall be metered and billed monthly. 6.12.010.2 The applicant will be required to pay to the District in advance, a deposit of the estimated cost as determined by the District of installing and removing the facilities required to furnish temporary service. 6.12.010.3 Where the temporary service is to be less than one month, the applicant shall deposit a sum of money equal to the estimated bill for service. The deposit shall be refunded subject to adjustment in accordance with the actual bill due upon termination of service. 6.12.010.4 Where the temporary service shall be in excess of one month, the applicant shall establish his credit in the manner prescribed for permanent service, as set forth in Chapter 5.01. 6.12.020 _Change to Permanent Status Temporary services existing for longer than one year must be transferred to permanent service. Customer will be required to pay any applicable fees at the time the service becomes permanent. 6.12.030 Abandonment of Temporary Service Should removal/abandonment charges exceed the amount of the deposit collected (Section 6.12.010.2), the customer shall be billed for those excess charges. CHAPTER 6.16 POLICY FOR COMMITMENT TO PROVIDE WATER SERVICE Section: 6.16.010 Policy for Commitment to Provide Water Service 6.16.010 Policy for Commitment to Provide Water Service 6.16.010.1 The District will provide a Will Serve Letter" to a property owner upon written request and under the following conditions: 6.16.010.1(A) A sufficient capacity to deliver water exists; 6.16.010.1(B) The property is within the District's service area. 6.16.010.2 Once the District's conditions have been met, water service will be provided. CHAPTER 6.18 Title 6 Page 7 WATER MAIN EXTENSIONS Sections: 6.18.010 Water Main Extensions 6.18.010 Water Main Extensions 6.18.010.1 Each applicant for service requiring an extension or modification of the water distribution facilities shall furnish at his expense such extension or modification. 6.18.010.2 The District at its option may require such applicant to install water distribution facilities with more capacity, of greater length, or of a different route than would be required for the service requested (hereafter "excess facilities"). In such event, the District may reimburse the applicant for the costs of such excess facilities if such excess facilities are required solely to benefit, improve or upgrade service to existing District customers. If, however, such excess facilities are deemed necessary by the District for the orderly development of an integrated water distribution system, the District shall: 1. Reimburse the applicant for the costs of such excess facilities, or 2. Require the applicant to install and pay the cost of such excess facilities, and the applicant may be entitled to reimbursement pursuant to Subsection 6.18.010.2(A) 6.18.010.2(A) At the District's option, it may enter into an agreement with the applicant whereby adjacent properties connecting to the main extension, installed by the applicant, will be required to reimburse the applicant, through the District, for a prorated share of the main extension cost. Such reimbursement shall be as outlined below: 1. The reimbursement clause of the DevelopmentAgreement shall remain in effect for a period of ten years from the date the facilities are accepted by the District. 2. The amount eligible for reimbursement shall be dependant upon the number of parcels in existence and the number of equivalent dwelling units as determined from the appropriate General Plan Land Use Map at the time the Development Agreement is signed. If parcels are later subdivided, rezoned or change in usage, the applicant shall not be eligible for reimbursement amounts above that outlined in the Development Agreement. A map outlining the parcels potentially subject for reimbursement shall be included in the Development Agreement, 3. The District shall notify the owners of the parcels encompassed in the reimbursement clause that reimbursement will be required before water service can be provided to those parcels. Such notification shall be by USPS Certified Mail. 4. For projects where the total amount eligible for reimbursement is less than $5,000, no reimbursement agreement will be executed. Title 6 Page 8 5. The total amount eligible for reimbursement shall be calculated as the sum of the following items: • The share of engineering effort directly related to water system facilities. Any costs related to telephone, cable television, natural gas, roadways or other utilities and improvements shall not be eligible for reimbursement through the District. • Actual costs charged to the Developer by the District for the inspection and testing of the water system facilities. • In the case of an underground trench containing onlywaterfacilities, the entire construction cost of the installed facilities shall be eligible. In the case of a joint trench containing other utilities (electric, gas, telephone, cable TV, etc.), an allowance per linear foot of trench shall be used. 6. The applicantshall provide invoices, receipts, itemized bills orsimilardocumentation to the District as proof of the actual cost of the facilities installed. Pre -construction bids from contractors shall not fulfill this requirement. 7. The District shall review the cost documentation subs opinion of the District, the costs are higher than tho customary for the type of work performed, the District for reimbursement to that considered reasonable and the applicant to fast -track construction, pay overtime the end of the construction season shall not obligate additional costs incurred by the applicant in the total pitted by the applicant. If, in the se considered reasonable and may reduce the amount eligible customary. Decisions made by an perform construction at the District to include any such eligible for reimbursement. 8. Upon completion of the construction and review of the cost documentation submitted by the applicant, the District shall provide final documentation to the applicant of the total amount eligible for reimbursement. 9. No adjustments to the amount eligible for reimbursement shall be made for the effects of inflation (or deflation). 10. When subsequent parties that owe money through reimbursement, request service from the District, the amount owed shall be paid to the District. The District shall then pay the appropriate amount to the individuals who are the owners of record of the project APN on the date that the subsequent parties are connected. Each subsequent party shall be subject to an administrative charge to cover administrative duties associated with the reimbursement. 6.18.010.3 All water distribution facilities installed hereunder shall be and remain the property of the District. 6.18.010.4 Size and location of facilities installed shall be specified by the District. Type and quality of material shall be that specified by the District. 6.18.010.5 The installation of main extension does not alleviate the applicant from the Title 6 Page 9 payment of Facilities Fees or Connection Fees. 6.18.010.E Properties to be connected to the water system must be adjoining a distribution main. Extension of water distribution facilities shall be required for service to parcels not adjoining an existing distribution main. Distribution system extensions or modifications may be required to meet current system design and capacity criteria. The District may determine that it would not be in the best interest of the District to allow a system extension or modification. 6.18.010.7 If, by reason of a lot line adjustment or lot split, water service to a parcel no longer satisfies the requirement of Section 6.18.010.6, water service to the nonconforming parcel may be terminated until such time as it is brought into compliance with District regulations. At such time that the District becomes aware of a nonconforming parcel, the District will notify the property owner and initiate the process of bringing the water service into compliance with District requirements. The District will require the property owner to bring the water service into compliance within 30 days from notification. During the Lahontan Regional Water Quality Control Board (LRWQCB) no soil disturbance period between October 15th and April 30th, the property owner will be given 30 days beginning May 1 st to complete the required modifications. 6.18.010.8 An applicant for water service or existing customer may apply for a variance from the service requirements of the District. The variance shall be submitted in the form of a letter stating the requested variance, the reasons for the request and shall include a non- refundable fee as described in the Miscellaneous Fees Schedule. The request shall be reviewed by the Water System Engineer and General Manager of the District. If both agree to grant the variance, the variance is granted. If either or both deny the variance, the variance is denied. If the variance is denied, the applicant may appeal to the Board of Directors. 6.18.010.9 In granting a variance to District requirements, conditions may be imposed to mitigate any adverse impacts to the District water system caused by the nonconforming facilities. CWAPTER 6.20 REFUSAL TO SERVE Sections: 6.20.010 Conditions 8.20.020 Notification 6.20.010 Conditions The District may refuse to provide water service under the following conditions: 6.20.010.1 If the applicant, customer, or owner of serviced premises fails to comply with any of the District's rules and regulations. Title 6 Page 10 6.20.010.2 If the intended use of the service is of such a nature that it will be detrimental or injurious to the District's water distribution system, its customers, or the general public. 6.20.010.3 If, in the judgment of the District, the applicant's installation of pipes for utilizing the service is unsafe, hazardous, subject to freezing, or of such nature that satisfactory service cannot be rendered. 6.20.010.4 Where service has previously been disconnected to such applicant for fraudulent use. 6.20.010.5 If the service sought to be provided would result in asub-standard supply of water volume or pressure, as determined by the District Engineer. 6.20.020 Notification When an applicant has been refused service underthe provisions of this rule, the District shall notify such applicant promptly of the reasons for the refusal to serve and the corrective action to be taken by such applicant before service will be provided. CHAPTER 6.28 FUTURE WATER SERVICE DEMANDS Section: 6.28.010 Future Water Service Demands 6.28.010 Future Water Service Demands 6.28.010.1 The Board of Directors has determined that future water demand exceeds current supply capacity. 6.28.010.2 It is the policy of the District to pursue additional production wells in order to meet the demand for future water service, and to connect such wells to the existing water distribution system so as to create an integrated water distribution system. The District intends to structure its requirements for additional production wells so as to maintain a reliable supply of water in excess of the peak day demands, plus a necessary amount for fire protection safety. 6.30 BULK POTABLE WATER SALES 6.30.010 BULK POTABLE WATER SALES �-- - - Formatted: Indent: First line: 0.5" At the discretion of the General Manager, the District may sell bulk potable water to parties that are not existing District water system customers. Sales of bulk potable water shall be limited to: Title 6 Page 11 • Property owners that have experienced a failure of their existing water supply and require an emergency supply until the failure can be corrected. • Organizers of periodic or annual events such as the Tevis Cup. All bulk potable water shall be transported in tank trucks that are certified for potable water use. The District may require truck operators to submit their certification. The purchaser shall provide a written statement regarding the intended destination of the bulk potable water. Bulk potable water shall only be sold for delivery to areas of Nevada County Placer County or Sierra County east of the Sierra crest. Bulk potable water shall not be sold for delivery to a location within the service area of another public water system without the written approval from that public water system. Sales of bulk potable water shall be limited to a duration of 24 months or two summer construction seasons (whichever is shorter). Purchasers requiring a longer duration of sales may be subject to a Facility Fee or similar charge. Bulk potable water will be priced based upon the current adopted Commercial Rate structure. Bulk potable water shall be utilized for the sustenance of people and domestic animals only. Bulk potable water shall not be used for gation dust control or other construction purposes. Bulk potable water shall be withdrawn from the distribution system at a location designated by the District which location shall be the point of delivery. The District may require the presence of District personnel or the use of a fire hydrant meter for the withdrawal of bulk potable water. The District's Water System Superintendent shall be notified a minimum of two working days in advance of all intended potable water withdrawals. The District reserves the right to change the location of bulk potable water withdrawals for a given party to meet the District's needs. The District shall not be responsible for any changes in water quality beyond the point of service. CHAPTER 6.36 UNAUTHORIZED USE OF WATER Section: 6.36.010 Unauthorized Use of Water 6.36.010 Unauthorized Use of Water Title 6 Page 12 6.36.010.1 When the General Manager determines that a customer or other person or entity has received unauthorized water service, or when the General Manager determines that a customer or other person or entity has caused water service to be improperly or inaccurately metered, the District shall render bills for such service, including administrative costs, based upon its reasonable estimate of the service actually furnished for the full period during which the service was unauthorized. 6.36.010.2 The customer will be held liable for District's facilities located on their property which are tampered with regardless of who did the tampering. 6.36.010.3 The District may disconnect service without notice or refuse service, if the customer's actions or the condition of his/her premises is such as to indicate an intent to defraud the District. 6.36.010.4 In the event water service is disconnected due to unauthorized use of water, all costs associated with restoring water service to a property will be the responsibility of the customer or the party requesting to have the water service restored. 6.36.010.5 The customer is responsible to restore their service to its original state pursuant to the District's Policies and Water System Construction Standards prior to the District reconnecting service. The District will perform an inspection to verify the diversion has been corrected. 6.36.010.E When the General Manager determines that a violation of California Penal and/or Civil Codes governing the unauthorized use of water with the intent to defraud, may have occurred, the General Manager shall contact the appropriate County District Attorney's Office, and inquire concerning the feasibility of filing criminal charges against the person or entity suspected of violating such Penal and/or Civil Code sections. If, after such inquiry, the General Manager determines that it is in the best interest of the District to file such criminal charges, and that there is a reasonable possibility of successful prosecution of any such person or entity, then the General Manager shall, on behalf of the District, file criminal charges with the appropriate District Attorney's Office. CHAPTER 6.40 RESALE OF WATER Section: 6.40.010 Resale of Water 6.40.010 Resale of Water 6.40.010.1 Customers shall not resell any of the water received from the District. 6.40.010.2 Customers shall not deliver water to premises other than those specified in the customer's application for service, unless written permission of the District is obtained in Title 6 Page 13 advanceI CHAPTER 6.44 FIRE PROTECTION Sections: 6.44.010 General 6.44.020 Water Supply for Fire Suppression 6.44.030 Fire Sprinkler Service 6.44.010 General 6.44.010 The District is a purveyor of water and is not responsible in any manner for the provision of water supply or facilities for fire suppression or fire protection services. Such services are provided by the Truckee Fire Protection District. 6.44.010.1 Upon request, fire hydrants will be installed by the District or its designee at the expense of the owner or applicant requesting the hydrant. 6.44.010.2 No person or persons other than those designated and authorized by the Truckee Fire Protection District, or by the District, shall open any fire hydrant valve, or tamper with the hydrant in any manner. 6.44.020 Water Supply for Fire Suppression To the extent that the District is able to provide water for fire suppression to the Truckee Fire Protection District, it shall provide such water at no charge. Water provided to Truckee Fire Protection District properties for domestic and irrigation purposes shall be subject to the District's standard rates and charges. 6.44.030 Fire Sprinkler Service 6.44.030(A) The supply of water to individual customers through a combination domestic - firesprinkler service is included within the customer's monthly bill for domestic water service. 6.44.030(B) Properties that are provided with a separate fire sprinkler service may be subject to a charge. 6.44.030(C) Customers shall make application to the District for the installation of fire sprinkler services. Such services shall be subject to District review and regulation. The installation of backflow prevention equipment and detector check meters is required for all fire sprinkler services. Title 6 Page 14 CHAPTER 6.48 SERVICE LATERAL CONNECTIONS AND CUSTOMER FACILITIES Sections: 6.48.010 Installation of Service Laterals 6AU20 Ownership of District Service Laterals 6AU30 Number and Sizing of Service Laterals 6.48.040 Control Valves 6A&050 Customer's Facilities 6.48.060 Water Leaks on Customer -Owned Facilities 6AU70 Right of Access 6AU80 Damage to District's Facilities 6.48.010 Installation of Service Laterals 6.48.010.1 The District shall at the request and expense of any applicant, furnish and install service laterals of suitable capacity from a water main to a point to be determined by the District, between the existing or proposed curb line and the property line of the premises abutting upon a street or other thoroughfare, or along District's right-of-way or easement. The service lateral, the meter, meter accessories and meter box are the property of the District and shall be maintained by the District and may be removed upon disconnection of service. 6.48.010.2 Only duly authorized employees or agents of the District are permitted to install service pipes from the District's main to the customer's point of service. 6.48.020 Ownership of District Service Laterals Depending upon the service type, a defined point of service will be determined by the District. The District is responsible for all service laterals up to this defined point of service. 6.48.030 Number and Sizing of Service Laterals Sizing of service laterals feeding a given location shall be determined by the District. The quantity of service laterals feeding a given location shall be determined by the District. 6.48.040 Control Valves The District shall install a suitable valve as close to the meter location as practical, the operation of which will control the entire supply from the service. 6.48.050 Customer's Facilities From the defined point of service, the customer shall, at his own risk and expense, furnish and install all equipment that maybe required to receive, control, apply and utilize water service and shall be responsible for maintenance and repair Title 6 Page 15 of all piping. 6.48.060 Water Leaks on Customer -Owned Facilities The customer shall be responsible for the cost of all water lost due to leakage. 6.48.070 Right of Access The District or its duly authorized agents shall have at all reasonable times the right of ingress to and egress from the customer's premises for any purpose properly connected with water service. 6.48.080 Damage to District's Facilities The customer shall be liable for any damage to meters, meter boxes or other facilities owned by the District caused by an act of the customer or his tenants, employees, agents, contractors, licensees, or permittees including damage caused by freezing, steam, hot water, chemicals, or other factors outside the control of the District. CHAPTER 6.50 HAZARDOUS MATERIALS Section: 6.50.010 Handling Hazardous Materials 6.50.010 Please refer to the District Safety Manual for procedures for handling Hazardous Materials. CHAPTER 6.52 METERING Sections: 6.52.010 Residential Meters 6.52.020 Ownership of Meters and Meter Boxes 6.52.030 Access to Meters 6.52.040 Meters are Required 6.52.045 Submetering of Water for Resale 6.52.050 Standard of Accuracy 6.52.060 Tests 6.52.070 Meter Errors 6.52.080 Non -registering Meters 6.52.090 Meter Sizing 6.52.010 Residential Meters -The District began installation of water meters in 2009 to enable volumetric billing of customers. For billing purposes, all meters located on the customer's premises will be billed separately and the readings thereof shall not be combined unless the District determines that a Title 6 Page 16 combined reading will result in operating convenience. 6.52.020 Ownership of Meters and Meter Boxes 6.52.020.1 All meters, meter boxes and related equipment installed by the District shall remain the property of the District, regardless of whether it is located on the customer's premises or not. 6.52.020.2 Customers shall exercise reasonable care to prevent such meters, meter boxes and other equipment from being damaged or destroyed and shall not tamper with such facilities. If any defect or failure of equipment is discovered by the customer, they shall promptly notify the District. 6.52.020.3 Customers shall not install facilities inside District -owned meter boxes except for a piping connection downstream of the meter. Any other customer -owned facilities such as shut-off valves, stop and drain valves, backflow devices, taps for irrigation piping or yard hydrants shall be located outside of District -owned boxes. Should the District become aware of inappropriate customer -owned facilities located within a District -owned box, the District shall notify the customer in writing and shall allow 30 calendar days for the customer to take corrective action to relocate the customer -owned facilities. If corrective action has not occurred within 30 days, the District reserves the right to perform any corrective action deemed appropriate by the District and to invoice the customer for the costs thereof. 6.52.020.4 Piping within District -owned meter boxes is often electrically isolated from the customer -owned service lateral. Customers shall not connect electric -resistance type thawing equipment to piping within a meter box to thaw a frozen customer -owned service lateral. 6.52.020.5 Damage to District's Facilities The customer shall be liable for any damage to meters, meter boxes or other facilities owned by the District caused by an act of the customer or his tenants, employees, agents, contractors, licensees, or permittees including damage caused by freezing, steam, hot water, chemicals or other factors outside the control of the District. 6.52.030 Access to Meters Meters and related equipment may be installed by the District upon the customer's premises, in a location approved by the District. Such locations shall at all times be made accessible to District personnel, for meter reading, inspection and testing. 6.52.040 Meters are Required All new construction that is provided with water service for any purpose shall be equipped with a water meter. Installation of a detector check meter is acceptable for fire sprinkler services. 6.52.040.1 Number of Meters — Residential For single-family residential housing, one meter per parcel is required. If there exists an outbuilding such as a garage, the property owner may install a second meter at his option. The second meter shall be subject to all appropriate Facility Fees and Connection Fees in effect at the time that the meter is installed. The existence of a small rental unit (mother-in- law quarters) that is approved and permitted by the governing land use agency (Nevada County, Placer County or Town of Truckee) shall not mandate the installation of a second meter. Installation of appropriate backflow equipment will be required. Title 6 Page 17 For multi -family residential housing, one meter per parcel is required. For condominium units within a single structure, each individually owned unit shall have a separate meter. For apartments under the ownership of a single entity, a master meter serving all units, or separate meters serving individual units may be installed, at the option of the owner. Multi -family residential housing is subject to the requirements of AB 1881. 6.52.040.2 Number of Meters — Non -Residential For non-residential development that consists of units under single ownership that are rented to more than one party, a master meter serving all units, or separate meters serving individual units may be installed, at the option of the owner. For non-residential condominiums within a single structure, the entire structure may be served with a single meter or separate meters serving individual units may be installed. Non-residential development is subject to the requirements of AB 1881. 6.52.040.3 Number of Meters —Mixed-Use For mixed -use development that consists of both residential and non-residential units, the residential units must be metered separately from the non-residential units. For mixed -use development where all units are under single ownership and are rented to more than one party, a minimum of one master meter serving all residential units and a second master meter serving all non-residential units is required. Separate meters serving each individual unit may be installed at the option of the owner. For mixed -use development consisting of both residential and non-residential condominium units, a separate meter is required for each residential unit. The non-residential units may be served by either a master meter serving all non-residential units, or separate meters serving individual units may be installed. Mixed -use development is subject to the requirements of AB 1881. 6.52.040.4 Number of Meters —Irrigation AB 1881 requires that a separate irrigation meter be installed for all new developments with more than 5,000 square feet of irrigated landscaping. The project developer shall be required to complete a certification form identifying the amount of irrigated landscape within a project for the determination of whether a separate irrigation landscape meter is required. Separate irrigation meters are not required for detached single-family housing. For multi -family residential, non-residential and mixed -use development under single ownership equipped with a master meter and with less than 5,000 square feet of irrigated landscaping, a separate landscape irrigation meter may be installed, or Me irrigation system may be connected to the master meter at the owner's option. For multi -family residential, non-residential and mixed -use development under single ownership equipped with individual meters and with less than 5,000 square feet of irrigated landscaping, a separate landscape gation meter may be installed, or the irrigation system may be connected to the master meter at the owner's option. If the irrigation system is Title 6 Page 18 connected to an individual unit, documentation of this fact shall be denoted in the lease and/or rental agreement governing the unit and shall be clearly understandable to the current renter and any potential renter of the property. For multi -family residential, non-residential and mixed -use condominiums and with less than 5,000 square feet of irrigated landscaping, a separate landscape irrigation meter may be installed, or the irrigation system may be connected to a meter serving one of the individual units at the owner's option. If the irrigation system is connected to an individual unit, documentation of this fact shall be filed with the Nevada County Recorder's office such that it appears upon a title report and is clearly understandable to the current owner and any potential purchasers of the property. 6.52.040.5 Number of Meters —Use Conversions In the event that a property owner requests a change in the type of use at a given location, the owner shall submit documentation to the District describing the proposed changes and any anticipated increase or decrease in water usage. The District may require that the owner install a different size meter based upon the information submitted. The District may also require the installation of additional backflow protection equipment. Incases where a larger meter is required, the property owner shall be subject to the District's current Facty Fee and Connection Fee schedule for the new meter. The property owner shall be given a credit for the current Facility Fee value of the old meter that will be removed. In cases where a smaller meter is required, the property owner shall be subject to the District's current Connection Fee schedule for the new meter. The property owner shall not be subject to a Facility Fee. The property owner shall be given credit equal to the difference in the current Facility Fee value of the old meter that will be removed and the new meter that will be installed. That credit is non-refundable and is usable only towards future development or change in usage that occurs on the same property. The credit is not transferable to another site but may be transferred to a future owner of the same property. 6.52.040.E Number of Meters —Condominium Conversions In the event that a property owner requests a change in the type of ownership at a given location, the owner shall submit documentation to the District describing the proposed changes. The District will require that the property comply with all current requirements regarding account ownership and the number of meters serving a given location, including the payment of Facility Fees and Connection Fees. The property owner shall be given credit for the current Facility Fee value of the old meter that will be removed. The District may also require the installation of additional backflow protection equipment. 6.52.045 Sub -metering of Water for Resale Sub -metering for the purpose of allocating a combined water bill among individual units is not allowed. 6.52.050 Standard of Accuracy -Every meter shall be tested prior to its installation and no meter will be installed which has an error of more than 2 percent fast or slow. Factory testing performed by the meter manufacturer shall be acceptable for compliance with this requirement. 6.52.060 Tests Any customer may request that the District test the meter serving his premises. The customer shall deposit an amount sufficient to cover the reasonable cost of Title 6 Page 19 the test pursuant to the Miscellaneous Fee Schedule. The customer shall be notified not less than five calendar days in advance of the time and place of the test, which shall thereafter be performed by a qualified meter testing facility. In the event that the meter is found to be more than 2 percent fast, the deposit will be refunded. A written report giving the results of the test will be furnished the customer within ten calendar days of completion of the test. 6.52.070 Meter Errors 6.52.070.1 Where, in the opinion of the District, appropriate tests reveal that a meter is registering more than 2 percent fast, the District will refund to the customer the amount of the overcharge based on corrected meter readings for the period the meter was in use, not exceeding six months. 6.52.070.2 Where, in the opinion of the District, appropriate tests reveal that a meter is registering more than 5 percent slow, the District will bill the customer for the amount of the undercharge based on corrected meter readings for the period the meter was in use, not exceeding six months. 6.52.080 Non -registering Meters Where the District determines that a meter is not properly measuring or has stopped measuring water consumption due to improper functioning of the meter or meter accessories, it may charge such customer for the period the meter was not functioning, provided, however, that such period shall not exceed six (6) months. Such charge shall be computed upon a comparison of prior consumption during a similar service period. 6.52.080.1 Where the District determines that a meter is not properly measuring water consumption due to any unauthorized person's actions, whether qualified or not, the service may be disconnected by the District. In accordance with California Penal and/or Civil Codes, the customer may be charged for the period the meter was not functioning. Such charge shall be computed upon an estimate of consumption based upon the customer's prior consumption during the same season in previous years or an estimate may be based on previous customer's consumption at the same location, during the same season of the year. Administrative costs shall also be charged to the customer by the District. 6.52.080.2 In the event water service is disconnected due to unauthorized use of water, all costs associated with restoring water service to a property will be the responsibility of the customer or the party requesting to have the water service restored. 6.52.080.3 Upon determination by the General Manager that a violation of California Penal and/or Civil Code sections having to do with unauthorized use ofwaterwith intentto defraud, tampering with water meter with intentto defraud, malicious interference or connection with the water line, and/or malicious interference or obstruction with the water line, refer to Chapter 6.36. 6.52.090 Meter Sizing For new construction, the developer shall submit to the District sufficient information regarding anticipated water demands such that the District can Title 6 Page 20 calculate the appropriate meter size. Sizing of meters shall be based on AWWA Standards. CHAPTER 6.54 PROTECTION OF DISTRICT -OWNED FACILITIES Sections: 6.54.010 General 6.54.020 Protection of Meter Boxes from Traffic Loading 6.54.030 Protection of Service Laterals and Mains from Freezing 6.54.040 Excessive Cover 6.54.010 General Any party that damages existing District -owned water facilities shall be responsible for the replacement or repair of the damaged facilities to the District's satisfaction. Any party that undertakes actions that have a likelihood of causing damage to existing District -owned water facilities shall mitigate the potential for damage to the District's satisfaction. 6.54.020 Protection of Meter Boxes from Traffic Loading At the time of initial installation, the District shall make a determination whether traffic -rated meter boxes are required based upon the proposed improvements and the anticipated snow removal practices at the site. Should any party make modifications such that non -traffic rated meter boxes are subjected to vehicular loading during normal conditions or snow removal, that party shall be responsible to replace the non -traffic rated meter boxes with traffic rated boxes. As alternative, bollards or similar protective measures may be installed to prevent vehicular loading on non -traffic rated meter boxes. In such cases, the District shall notify the responsible party in writing and allow 30 calendar days for completion of the required modifications. If the responsible party fails to complete the required modifications within 30 days, the District may perform the required improvements and invoice the responsible party for the costs thereof. 6.54.030 Protection of Service Laterals and Mains from Freezing District water system facilities are constructed to a minimum depth to provide sufficient insulation and protection from freezing. No party shall perform grading or undertake improvements such that the soil cover or freeze protection of existing facilities is reduced. Should the District determine that subsequent improvements have impacted the freeze protection of existing facilities, the District shall notify the responsible party in writing and require modifications such as restoration of the original grade orreconstruction/relocation of Title 6 Page 21 the existing facilities to sufficient depthI The District shall allow 30 calendar days for the responsible party to complete the required modifications. During the LRWQCB no soil disturbance period between October 15th and April 30th, the property owner will be given 30 days beginning May 1 st to complete the required modifications. If the responsible party fails to complete the required modifications within 30 days, the District may perform the required improvements and invoice the property owner for the costs thereof. 6.54.040 Excessive Cover District water system facilities are constructed to a maximum depth to provide reasonable access during maintenance activities. No party shall perform grading or undertake improvements such that additional soil cover is added to existing District facilities without prior approval by the District. Should the District determine that subsequent improvements have added additional soil cover and/or impacted the ability of the District to maintain its facilities, the District shall notify the responsible party in writing and require that modifications such as restoration of the original grade or reconstruction/relocation of the existing facilities to an acceptable depth. The District shall allow 30 calendar days for the responsible party to complete the required modifications. If the property owner fails to complete the required modifications within 30 days, the District may perform the required improvements and invoice the responsible party for the costs thereof. CHAPTER 6.56 BACKFLOW AND CROSS -CONNECTIONS Sections: 6.56.010 Purpose 6.56.020 District Responsibilities 6.56.030 Customer Responsibilities 6.56.040 Protective Devices Required 6.56.050 Testing and Maintenance 6a56m06O Fees and Charges 6.56.010 Purpose The purpose of this policy is to: 1. Protect the District's potable water supply from the possibility of contamination or pollution by isolating within the customer's internal distribution systems) or the customer's private water system(s) any contaminants or pollutants which could backflow into the public water systems. 2. Promote the elimination or control of existing cross -connections, actual or potential, between the customer's in -plant potable water system and non -potable water system, plumbing fixtures and industrial piping systems. 3. Provide for the maintenance of a continuing program of cross -connection control which wills sternaticall and effectively prevent the contamination or pollution of all potable water systems. Title 6 Page 22 4. The District shall have a backflow prevention and cross -connection control program which meets or exceeds all State and Federal rules and regulations. 6.56.020 District Responsibilities The District shall be responsible for the protection of the public potable water distribution system from contamination or pollution due to the backflow of contaminants or pollutants through the water service connection. It is the responsibility of the District to evaluate the hazards beyond the service connection in a customer's water system to determine whether pollutants or contaminants are, or may be, handled on the customer's premises in such a manner as to possibly permit contamination of the public water system. The District has the right to disconnect service to any customer whose water system may potentially harm the public water system. When a hazard or potential hazard to the public water system is found or suspected, the customer shall be required to install an approved backflow prevention assembly at each public water service connection to the premises in accordance with District rules and regulations. The District shall not be responsible for any loss or damage directly or indirectly resulting from or caused by the proper, improper or negligent installation, operations, use, repair or maintenance of, or interfering with, any protective device by any customer or any other person. cc Win Customer Responsibilities 6.56.030.1 The customer shall be required to furnish and install, in a manner approved by the District, and keep in good working order and safe condition, any and all backflow prevention assemblies. All backflow prevention assemblies shall be owned and maintained by the customer. 6.56.030.2 All backflow prevention assemblies shall be tested at the time of installation and annually thereafter. In the event of high hazard installations, the District may require more frequent testing. Backflow prevention assemblies shall be tested by a certified backflow prevention assembly tester and test reports shall be submitted to the District. 6.56.030.3 In the event that a backflow prevention assembly is found to be damaged, defective or operating improperly, it shall be repaired or replaced by the customer. 6.56.030.4 The customer shall not bypass or render inoperative any backflow prevention assembly. If a backflow prevention assembly is temporarily removed for repair or other reason, the customer shall provide an approved backflow prevention assembly, tested by a certified backflow prevention assembly tester at the time of installation. 6.56.030.5 The customer is to maintain an adequate heat source to any backflow prevention assembly housings in order to prevent cold weather from affecting the operation of the assembly. 6.56.030.E Once notified of the need to install a backflow prevention assembly, the customer shall immediately install such approved assembly at the customer's own expense. Failure, refusal or inability on the part of the customer to install, have tested and maintain said assembly shall constitute sufficient grounds for disconnection of water service to the premises until such requirements have been satisfactorily met. Title 6 Page 23 6.56.040 Protective Devices Required The protection required to prevent backflow into the public water system shall be commensurate with the degree of hazard that exists on the customer's premises. The District shall determine the type of backflow prevention assembly. 6.56.050 Testing and Maintenance All backflow prevention assemblies shall be tested annually to assure proper operation. In instances where a hazard is deemed great enough, testing may be required at more frequent intervals. Such intervals shall be determined by the District. The customer shall bear all costs of device testing. The cost of any maintenance required as a result of inspections or testing is the responsibility of the customer. Maintenance work shall be performed by private contract. Records of inspections, testing or repairs shall be kept by the District and made available to the appropriate regulatory agencies. The District shall notify the customer when tests are required and supply the necessary test forms and instructions. These forms will be completed by the certified backflow-prevention tester and returned to the District by the date indicated. If a device is found to be in non-compliance by inspection and/ortesting, the customer shall be notified in writing. The customer shall correct any deficiency within 15 calendar days of notification, at which time the inspection shall be repeated. The District shall disconnect water service if a backflow prevention device has failed to be tested properly or properly maintained or installed. Notification of intent to terminate water service shall be commensurate with the hazard to public health and may be delivered to the tenant, owner, or both as the situation requires. 6.56.060 Fees and Charges Backflow prevention devices shall be subject to fees and charges to allow the District to recover the costs of administering the backflow prevention program. Such fees and charges shall be posted in a schedule approved by the District's Board of Director's. CHAPTER 6.60 REPAIRS AND MAINTENANCE Section: 6.60.010 Current and Ordinary Repairs and Maintenance 6.60.010 Current and Ordinary Repairs and Maintenance The District hereby construes the terms "all current and ordinary repairs" and "current and ordinary upkeep or maintenance," as contained in Public Contract Code Section 20205.2, to include the repair, upkeep and maintenance of the entire District water system, to allow for routine extension and expansion of District water facilities to meet the increased demand placed on the system by the growing needs of District customers, and to include minor and routine work which District staff is capable of performing. Such work shall include, but shall not be limited to, the following: Title 6 Page 24 6.60.010.1 The installation of water taps and related workI 6.60.010.2 The installation of water street crossings. 6.60.010.3 The installation of equipment such as valves, pressure reducing devices, back flow prevention devices, and similar equipment. 6.60.010.4 Minor water line extensions such as that needed to complete a water loop system having a length of 500 feet or less. The list set forth herein is not exclusive, and the District may determine that other similar types of work are included within the terms "current and ordinary repairs" and 'current and ordinary upkeep or maintenance" as contained in Public Contract Code Section 20205.2. Res. 2009-01 (1/7/09), Res 2010-09 (6/2/10) Title 6 Page 25 ATTACHMENT 4 Resolution No. 2017 - 01 ADOPTING AMENDMENTS TO THE DISTRICT CODE TITLES 4 AND 6 WHEREAS, the Board of Directors of the Truckee Donner Public Utility District wishes to amend the District Code Titles 4 and 6; and WHEREAS, the District Code provides rules and regulations intended to convey a comprehensive description of the manner in which the District operates, handles its finances and performs its accounting; and WHEREAS, periodically, the District Code should be reviewed and updated to conform to District Board directives, new applicable laws and regulations and improvements; and WHEREAS, the revised version of Titles 4 and 6 will bring the District's policies up4o- date and will replace all preceding resolutions affecting such Titles. NOW THEREFORE, BE IT RESOLVED, that the Board of Directors does hereby adopt the amended District Code, Titles 4 and 6. PASSED AND ADOPTED by the Board of Directors of the Truckee Donner Public Utility District in a meeting duly called and held within said District on the nineteenth day of January, 2017 by the following roll call vote: AYES: Directors: Ellis, Aguera, Warmerdam, Laliotis, and President Bender. NOES: ABSENT: TRUCKEE DONNER PUBLIC UTILITY DISTRICT By: Jeff Bender, ATTEST: President of the Board Michael D. 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(n (n � f- Q Q Q Q 0 W W W0� 0� ATTACHMENT 6 Ordinance No. ZUI I - 01 TRUCKEE DONNER Public Utility District AMEND MISCELLANEOUS FEE SCHEDULE WHEREAS THE District last modified the Miscellaneous Fees Schedule in 2016; and WHEREAS, District staff analyzed the cost to provide the various services performed by District Employees; and NOW, THEREFORE, BE IT ENACTED by the Board of Directors of the Truckee Donner Public Utility District as follows: Section 1. MISCELLANEOUS FEE SCHEDULE The cost of a mobilization event is two water crewman time and one hour administrative support of the work order supervisor's time so average cost conservatively is $247. We would like to add this $247 fee to our schedule for future occurrences. Cost Summary: MOBILIZATION FEE Labor Hours $ per/hour Extended Cost Water Technician 1 $41.67 $41.67 Water Technician 1 $41.67 $41.67 Work Order Supervisor 1 $38.75 $38.75 Labor Overhead 102% $122209 TOTAL $246062 Section 2. If no protest is made, then this ordinance shall be effective on February 20, 2017, after adoption by the Board of Directors of the District. Section 3. The Clerk of the District shall per District Code cause a copy of this ordinance to be published in a newspaper of general circulation and posted in three places within the District. Section 4. The provisions of other ordinances shall remain if effect to the extent that they do not conflict with this ordinance. 1 Ordinance 2017-01 ATTACHMENT 6 PASSED AND ADOPTED by the Board of Directors of the Truckee Donner Public Utility District at a meeting duly called and held within the District on the nineteenth day of January 2017 by the following roll call vote: to: NOES: ABSTAIN: ABSENT: Published: Shanna D. TRUCKEE Directors: Ellis, Aguera, Warmerdam, Laliotis, Cl"d President Bender. Kuhlemier, CMC, Deputy District Clerk DONNER PUBLIC UTILITY DISTRICT 11570 Donner Pass Road Truckee, CA 96161 Ordinance 2017-01