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HomeMy WebLinkAboutDocumentation_Regular_Tab 06I_06/10/2004 C��/ ��t! T �4 �i�l�,� ���1 -�- VILLAGE OF TE UESTA � PERSONNEL POLICY MAN UAL VILLAGE OF TEQUESTA PERSONNEL POLICIES TABLE OF CONTENTS INDEX CHAPTER l: GENERAL l.l Purpose 1.2 Employee Identification Cards 1.3 Personnel Records 1.4 Visitars in the Workplace CHAPTER 2: EMPLOYMENT 2.1 Equal Employment Opportunity 2.2 Diversity and Workplace Equity 2.3 Hours of Work 2.4 Nepotism 2.5 Probation Period 2.6 Types of Employment 2.7 Hiring Process 2.8 Performance Evaluations CHAPTER 3: CONDUCT 3.1 Violence in the Workplace 3.2 Awards System 3.3 Grievance Process 3.4 Harassment 3.5 Personal Appearance 3.6 Personal Telephone Calls 3.7 Smoking 3.8 E-maiUInternet Use 3.9 Employee Ethics CHAPTER 4: COMPENSATION 4.1 Compensation 4.2 Compensatory/Overtime 4.3 Demotions 4.4 Classification Plan 4.5 Promotions 4.6 Reclassification Procedures 4.7 Working Out of Classification 4.8 Transfers 4.9 Garnishment 4.10 Pay Periods 4.11 Pay Advances 4.12 Payroll Deductions 4.13 Payroll Preparation CHAPTER 5: LEAVES 5.1 Sick Leave 5.2 Vacation Leave 5.3 Village Holidays 5.4 Bereavement Leave 5.5 Jury/Court Leave 5.6 Military Leave 5.7 FMLA , 5.8 Leave of Absence CHAPTER 6: TRAINING 6.1 Travel Expenses 6.2 Training Programs CHAPTER 7: RISK MANAGEMENT AND SAFETY 7.1 Safety Committee 7.2 Traffic Crashes 7.3 Defective Equipment 7.4 Driver's Licenses 7.5 Emergency Conditions 7.6 Insurance Claims 7.7 Vehicle Operation 7.8 On-The-Job Injury 7.9 Safety and Accident Prevention 7.10 Accident Investigation and Reporting VILLAGE OE TEQUESTA PERSONNEL POLICY TITLE: PURPOSE D. To promote communication between directors, superc+isors, and employees. POLICY: 1.1 E. To ensure, protect aud clarify the rights and EFFECTIVE: July 1, 2004 responsibiliries of employees. REVISED: NEW II. SCOPE: PAGES: i These Personnel Policies and Procedures shall apply to all Village employees except elected officials and independent contractors. In the event of conflict CONTENTS: This policy consists of the following between these rules and any collective bargaining numbered sections agreement, personnel services contract, Village ordinance, or state or federal law, the terms and I. Policy Statement conditions of that contract, rule or law shall prevail. In II. Scope all other cases, these policies and procedures shall aPPjY• PURPOSE: To outline the reason for these policies, assert a disclaimer, and provide for the general In the event of the amendment of any ordinance, rule or organization of persorrnel policies and procedures. law incorporated in this document or upon which these provisions rely, these rules shall be deemed amended in , I. POLICY STATEMENT: conformance with those changes. General Purpose: the Village of Tequesta enacts these policies in order to fiuther the following goals: DRAFZ'ED:RLG/Dec 11,2003/Filed:Purpose 1.1 A. To provide a uniform system of personnel administration throughout the Village service. APPROVAL: B. To ensure that reciuitment, selection, placement, NIICHAEL COUZZO, MANAGER promotion, retention and separation of Village TEQUESTA, FLORIDA employees are based upon employees' qualifications aad fifiess, and are in compliance with Federal and State laws. C. To assist managers in the development of sound management practices and procedures, and to make effective consistent use of human resources throughout the Village. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY temunation. Police and Fire Departments may issue their own TTTLE: EMPLOYEE I.D. CAItDS depardnent identification cards in lieu of the Village identification card. POLICY: 1Z II. PROCEDURE: EFFECTiVE: July 1, 2004 The Human Resource Office is responsible for issuing REVISED: NEW employee identification cards and will coordinate with the Village Police Depariment for the employee's PAGES: 1 photograph. Each employee is responsible for possession of their identification card and to take care to protect it from loss, theft or misuse. CONT'ENTS: This policy consists of the following numbered sections Should a card be lost, damaged or deslroyed, it should be immediately reported to the Human Resource Office I. Policy Statement so that another card may be issued as quickly as II. Procedure possible. PURPOSE: To establish procedures for the All identification cards sha11 remain the properly of the issuance of idenrification cards to Village Employees. Village and shail be retumed to the Human Resource Office upon termination of employment or by special request by the L POLICY STATEMENT: employee's Departrnent Head or the Human Resource Office. It is the policy of the Village of Tequesta to issue It shall be the employee's responsibility to ensure accurate employee identification cards to all full-time and and timely updates of a11 information contained on the part-time employees. Cards may also be issued to employee's identification card. All requests for re-issuance other employees who may require Village identificarion of employee identification cards shall be made by the while working at remote job sites. employee to the Human Resource Office. All old I.D. cards sha11 be returned to the Human Resource Office before The card should be cairied at all times when an issuance of a new card. employee is acting in an official capacity. The card shall be used as identification, if requested by a DRAFTED:RLG/Dec 11,2003/Filed:ID Cards 1.2 member of the public or another Village employee. It also provides immediate access to emergency APPROVAL: information should an employee become injured or MICHAEL COUZ7A, MANAGER incapacitated on the job. TEQiTESTA, FLORIDA Unauthorized or inappropriate use of the employee identification card is prohibited and will result in disciplinary action up through and including 1 VILLAGE OF TEQUESTA PERSONNEL POI�ICY II. IDENTIFICATION OF TITLE: PERSONAL IlVFORMATION AND PERSONNEL RECORDS: PERSONNEL RECORDS A. Permanent Documents. Documents POLICY: 1.3 retained in the folder throughout the association of an employee with the Village. EFFECTIVE: Ju1y 1, 2004 1. Employee application & hiring REVISED: NEW documents 2. Job description and specification information PAGES 2 3. Job performance ratings and evaluations 4. Education/training information 5. Personnel action forms CONTENTS: This policy consists of the following 6. Disciplinary documents numbered sections: 7. Letters of appreciation, commendation or discipline. I. Policy Statement II. Identification of Personnel Records B. Temporary documents (personnet). III. Release and Accessibility of Records Documents which have limited retention of three (3) N. Retention Schedule calendar years or less unless otherwise provided V. Updating Records pursuant to labor agreement. Examples include: PURPOSE: To establish procedures and 1. Administrative correspondence relating respons�ilities for the maintenance of employee to leaveivacation requests. Petsonnel Records. 2. All other administrative documents of limited informationallife span. I. POLICY STATEMENT: III. RELEASE AND ACCESSIBILITY OF A. Establishment of procedures and responsibilities RECORDS: for the maintenance of personnel records. The � Human Resource Director shall establish L The Human Resource Director is responsible for procedures for the release and accessibility of establishing and maintaining an official personnel file information in personnel files. All requests for for each employee of the Village. employee information shall be forwarded to the Human Resource Director. 2. Department Heads are responsible for the forwarding of documents for inclusion in the Information contained in an employee's personnel personnel files of those employees assigned to their file will only be released to the public in department. conformance with Florida Statute and Public Records Laws. Personnel files will be available for inspection 3. Only the Human R�source Director may remove and copying, but will not be allowed to be removed items from an employee personnel file with from the Human Resources Deparhnent. notification to respective Department Head. IV. RETENTION SCHEDLTLE: 4. Separate personnel files shall not be maintained by the individual departments. These records are maintained during the tenure of the 1 employee and for the minimum number of years required by law after the employee leaves Village employme�t. V. UPDATING RECORDS: Employees are required to inform the Human Resource Office when they move, change their telephone number, or have other changes in their personal information so the Village can keep their records accurate and up-to-date. It is your responsibility to see that the Village has your address and other information so that they may communicate with you as needed. DRAFI'ED:RI.G/Dec 11, 2003/Filed; Personnel Records 13 APPROVAL: NIICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUES�A PERSONNEL POLICY TITLE: VISITORSINTHEWORKPLACE Dx�rEn:�.G/nec.22,2003/Filed:viaitors 1.4 POLICY: 1.4 EFFECTIVE: July 1, 2004 ���� � MICHAEL COUZZO, 2+I�lNAGER REVISED: NEW �QuESTA, FLORIDA PAGES: 1 CONTENTS : This policy consists of the following numbered sections I. Policy Statement PURPOSE: To establish policies and procedures regarding visitors to Village offices and work sites. L POLICY STATEMENT: To provide for the safety and security of both visitors and employees and the facilities at the Village, only authorized visitors are permitted inside the workplace. Restricting unauthorized visitors assists the Village to maintain safety standards, protects against theft, assures security of equipment, helps secure confidential information, preserves employee welfare, and avoids patential disruptions and inirusions. All visitors should enter Village premises at the main lobby of each respective facility. Authorized visitors will receive directions or be escorted to their destination. Employees are res�nsible for the conduct and safety of their visitors. If an unauthorized individual is observed on Village premises, employees should immediately norify their supervisor or, if necessary, direct the individual to the lobby. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY 2. Provide compliance with State and Federal equal TTTLE: EQUAL EMPLOYMENT opportunity requirements and regulations. OPPORTUNITY IL PROGRAM RESPONSIBILITY: POLICY: 21 The Human Resource Director shall serve as the EFFECTIVE: July 1, 2004 Equal Opportunity Officer to carry out the Equal Employment Opportunity Policy and Program. The REVISED: NEW Officer shall be the focal po�nt for the Village's equal opportunity efforts and shall advise and assist staff PAGES: 2 and management personnel in all matters regazding implementation af and compliance with the Equa1 Employment Opportunity Policy, and be responsible COri'i�El�'rs • This policy consists of the for the successful execution of the program, utilizing following numbered sections the assistance of appropriate State and community agencies. The Equal Opportunity Officer will have I. Poliey Statement responsibiliry to examine existing intemal policies or II. Program Responsibility procedures, which may serve as barriers to III. EEO Practices implementing the Equal Employment Oppo�i,unity N. Employee Development � III. EQUAL EMPLOYMENT OPPORTUNITY PURPOSE: To establish a policy to ensure equal P�CTICES: employment opporlunity with the Village and to outline procedures for action in case of violation. �e Equal Opportunity Officer shall underta,ke the following actions to assure equal employment I. POLICY STATEMENT• opportunities in the Village: It is the policy of the Village to ensure equal 1. Periodically review all position qualificarions and employment opportunity for all employees and job descriptions to insure requirements are appointed representatives. This cammitment relevant to the tasks to be performed. Make includes a mandate to promote and afford equal recommendations as needed to delete treatment and services to all citizens, employees requirements not reasonably related to the tasks to and Village representatives, and to assure equal be performed. employment opportuniry based on ability and fitness to all persons regardless of race, religion, 2• Assure that pay and fringe benefits depend upon color, creed, national ori�in, sex, marital status, age .lob responsibility and, along with overtime work, or disability. are administered on a non discruninatory basis. The goals and objectives ofthe Equal Employment 3. Inform and provide guidance to staff and Opportunity Policy are to: management personnel who make hiring decisions so that all applications for selecrions, promotion 1. Ensure fair treatment and non-discrimination and termination, are considered without in a11 aspects of Village employment. discrimination and all applicants be given equal opportunity regardless of race, creed, color, 1 national origin, sex, marital status, age, or disability. 4. Take appropriate steps to qualified candidates to recruit qualified candidates based upon their knowledge, skills and abiliries. 5. Provide orientation advising all new employees of the Village's Equal Emptoyment Opportunity Policy. 6. Tlus policy shall be made known to all employees, contractors, and suppliers through distribution of the Equa1 Employment Qpportunity Policy. Applications for employment will include an equal opportunity notice. IV. EMPLOYEE DEVELOPMENT: The following actions shall be undertaken to achieve employee job satisfaction and fair treatment: 1. Assure that there shall be no discrimination with regard to training and educational opportunities, upgrading, promotions, transfer and demotion, layaffs and termination of etnployees. Any actions which may adversely affect employees must be brought to the attention af the Village's Equal Opportunity Officer. 2. Actively encourage employees to increase their skills and job potential through training and educational opportunities. Offer guidance and counseling in developing programs tailored to individual aptitudes and desires, taking full advantage of programs offered by the State Department of Employment Sec�arity and other programs. DRA'EfiED:RLG/Dec 23,2003/Filed:ESO 2.1 APPROVAL: MICHAEL COUZ7A, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY TITLE: DIVERSTTY AND WORKPLACE steps to ensure that employees know they are valued EQUITY individuals. POLICY: 2,2 n• PRACTICES: EFFECTNE: July 1, 2004 To achieve warkplace equity and inclusion, the Village will observe the policies and practices REVISED: NEW outlined below: PAGES: 1 1. The Village will ensure that we do not discriminate in employment on the basis of race, color, religion, national origin, sex, age, CONTENTS : This policy consists of the following disability, marital status, creed, ancestry, or numbered sections medical condition. I. Policy Statement 2• The Village will ensure that applicant pools are II. Practices both capable and reflective of the population we serve. PURPOSE: To state the organ.ization's commitment 3. The Village will make employment decisions to build quality workforce representative of the based on job-related criteria and will provide community we serve. opportunities for entry and promotion into I. POLICY STATEMENT• non-traditional jobs where appropriate. The Village is committed to building a diverse 4. The Village will ensure a workplace free of all workforce which reflects the face of the community forms of harassment. we serve, honors and respects the beneficial and workhwhile differences and abiliries of a11 our 5. The Village will develop a procedure for employees and residents, and provides employees prompt, thorough and impartial investigations with opportunities, tools, and support to achieve their of discrimination or hazassment complaints, we maximum potential. wi11 take appropriate measures to provide remedy or relief to individuals who have been Equitably managing a diverse worl�orce is at the victims of illegal discrimination, harassment or heart of equal opporiunity. Valuing beneficial and false accusation thereof. worthwhile differences among cultures and races is the basis for a policy of inclusion. By creating a workplace where everyone can work towards their maximuln potenrial, the Village will be Diversity recognizes and respects a malritude of better able to retain quality, productive employees differences, which employees bring to the workplace. �'ho will provide excellent services to our residents. Diversity may complement organizational values that stress teamwork, leadership, responsibility, and DRAFTED:RLG/Dec 23,2003lF'iled:Diversity Z.Z quality service. Diversity means striving to maintain an environment in which managers value the �PROVAL: worthwhile differences in their employees and take 1VIICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 1 VILLAGE OF TEQUESTA PERSONNEL POLICY TTTLE: HOURS OF WORK II. TARDINESS: POLICY: 2.3 Advance notice af anticipated tardiness is expected; EFFECTIVE: July 1, 2004 notice of unavoidable tardiness is expected when possible. Failure to do so will be construed as an REPLACES: 3.07 (March, 2001j unexcused absence, and the time missed will not be paid. Excessive tardiness will result in disciplinary PAGES 1 action, including possible termination. Notification by another employee, friend, or relative CONTENTS • This policy consists of the following is not considered proper except in an emergency numbered sections situation where the employee is physically unable to make the notification. I. Policy Statement II. Tardiness �• ATTENDANCE RECORDS: III. Attendance Records Each depardnent will maintain daily attendance PURPOSE• To establish a policy setting uniform records, including rlate and time absent and reason hours of work for employees. for absence. Attendance shall be a consideration in deteri�g promotions, transfers, satisfactory I. POLICY STATEMENI': completion of probationary periods, and continued employment with the Village. Frequent tardiness or The Village workweek shall begin at midnight on other attendance irregularities shall be cause for Sunday through 11:59 p.m. on Saturday. Except as disciplinary action. otherwise provided by any applicable labor agreement, the normal working hours for Hours for part-t'vme and certain employees may vary administrative and office personnel are eight (8) from the nortnal office hours noted above due to the hours, from 8:30 a.m. to 5:00 p.m., Monday through ��'e of their duties and will be deternuned by the Friday. The hours of work for shift and field appropriate department head. personnel may vary but shall be guided by the most efficient and effective arrangement to the Village. D1�'� rED:�tcmec 23,2oo3�'ile�:work xours 2.3 The Village shall provide each employee with one (1) hour for a meal. The meal period is unpaid for %2 �PROVAL: hour and paid by the Village for 1 /z hour. Employees MICHAEL COUZZO, MANAGER are entitled to a fifteen (15) minute break in the �Q�STA FI.ORIDA morning and a fifteen (15) minute break in the afternoon. Occasions may arise when the service to the citizen can be improved through the adjustment of an employee's work hours. This will be done at the discretion of the department �ead. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY TITLE: NEPOTISM APPROVAL: NIICAAEL COUZZO, MANAGER POLICY: 2A TEQUESTA, FLORIDA EFFECTIVE: July 1, 2004 REPLACES: 2.07 {March 2001) PAGEB: 1 CoNTENTS : This policy consists of the following numbered sections: I. Policy Statement PURPdSE: To establish policy for the employrnent of immediate relatives in order to assure the reality and appearance of fairness in the best interest of the Village. I. POLICY STATEMENT: No person may be emplayed in a position supervised by a family member. Family members shall not be placed in a position such that one member is required or authorized to review the work, personnel documents, expense account or time records of another family member. Further, to prevent the possibility of actual or alleged favoritism, the Village further prohibits family members from working in the same department. For the purposes of this section, a family member shall be defined as the employee's spouse, parent, step-pazent, brother, sister and their spouses, step-brother, step-sister and their spouses, children and their spouses, father-in-law, mother-in- law, sister-in-law, brother-in-law, grandparents and their spouses, stepchildren and their spouses, grand- stepchildren and their spouses, aunts, uncles, nieces, � nephews and persons residing in the same household as the employee. DRAFTED : RLGtDec 26,2003/F51ed:Nepotism 2.4 1 VILI�AGE OF TEQUES'TA PERSONNEL POLICY employee is unable to perform the work, the person TITLE: PROBATION PERIOD must be terminated as early as possible. Early termination saves the Village a time and dollar POLICY• 2.5 investment and saves the employee possible � embarrassment and frustration. EFFECTIVE: July i, 2004 II. EVALUATIONS: REPLACES: 2.06 (March 2001) At the end of the probation period, the employee PAGES: 2 sha11 be formally evaluated, however, it is expected that informal evaluations will be conducted during the course of the probation period to assess CoNTENTS : This policy consists of the following performance and to advise employees of e�cpectations numbered sections: regarding performance. Significant job deficiency(ies) shali be documented in the L Policy Statement employee's personnel file. II. Evaluation III. Completion �. COMPLETION: PURPOSE• To establish policy and procedure for If the employee successfully completes the probation the probation period for new employees and current Period he or she becomes eligible for vacation and employees who transfer to a new position. other appropriate leaves retroactive to the employee's beg'vnning date of employment with the Village. I. POLICY STATEMENT: If an individual has been transferred or promoted, he All employees, except exempt department heads, or she remains eligible for all fringe benefits included placed in new full-time and part-time positions must with the previous position during the probation serve a period of probation. Exempt management Period for the transfer or promotion. If the position who are "at will" employees serve no probation to which an employee has been transferred ar period. Police officers and firefighters serve a promoted carries benefits different from those of the probation of one year; ail other employees serve a previous position, the person becomes eligible for the six-month probation unless otherwise defined by benefits of the new position upon the satisfactory labor contract. completion of the probation period retroactive to the date of the transfer or promotion. The probation period is designed to give the employee time to learn the position and to give the If a transferred or promoted employee fails to achieve supervisor time to evaluate the employee's potential satisfactory performance in the new position, he or and performance. During the established she will be given priority for the first position probarionary period, the Village reserves the right to opening sinular to the one previously held if the terminata the probationary employee's service on the �Ployee's performance in the previous position was basis of unsatisfactory performance or on the basis of satisfactory. If an employee had not performed other reasons deemed sufficient by the Village. satisfactorily in the previous position, termination from Village employment will be considered. Department Heads are encouraged that if an If an emergency arises during an employee's probationary period which requires a leave of absence, such time off, if granted will not be 1 considered as time worked. DRA&�n : RLG/Dec 26,2003/Filed:Probation 2S APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 2 _ VILLAGE OF TEQUESTA PERSONNEL POLICY TTTLE: TYPES OF EMPLOYMENT- whose position is classified under the Fair DEFINITIONS E. "Full-time employee" means an employee FOLICY: 2.6 who is regularly assigned to work forty hours per week. ETFECTIVE: July 1, 2004 F. "Part-time employee" means an employee REPLACES: NEW who is regularly assigned to work less than foriy hours per week. PAGES: 1 G. "Regutar rate of pay" means the hourly rate of pay actually paid an employee for the CONTENTS : This policy consists of the following normal, non-overtime work week for which numbered sections: he/she is employed. I. Types of Employment H. "Temporary/Seasonal employee" means an employee hired on a seasonal or temporary PURPOSE: To establish guidelines and definitions basis for a special project or other work of a for types of employment and for entitlement to temporary or transitory nature. benefits. I. "Work day" means the 24-hour period from 1. TYPES OF EMPLOYMENT: midnight to midnight. A. "Anniversary date" means the date that an J. "Work week" means the continuous 7 day employee begins employment with the period beginning at 12:00 a.m. on Saturday Village and the same date in following years and ending at 11:59 pm. Frida.y. unless the anniversary date is adjusted consistent with the procedures set forth in the Hnman Resource Office. DRAF7'ED: RLG/Dec 26,2l103/F'iled: Types of Empioyment 2.6 B. "Deparhnent Head" means each of the following: the Village Clerk, Finance Director, Director of Community �PROVAL: Development, Police Chief, Fire Chief, MICHAEL COUZZO, MANAGER Community Development Director, Public '�Q�STA, FLORiDA Works Director, Director of Parks and Recreation, Utilities Director, Assistant Village Manager, Human Resource Director. C. `Bmployee" means any person holding a position or employment with the Village and who is paid wholly or in part from Village funds. D. "Exempt employee" means an employee 1 VILLAGE OF TEQUESTA PERSONNEL POLICY TITLE HIRING PROCESS reasonable opportunity for persons to apply and be considered for employment. POLICY: 2.? III. APPLIC�iTION FORM: EFFECTIVE: July i, 2004 All applications for employment shall be made on REVISED: NEW forms prescribed by the Village Manager. Forms shall provide foz designation of a veteran's PAGES 1 preference in accordance with the law. IV. PHYSICAL EXAMINATONS: CONTENTS : This policy consists of the following numbered sections: Applicants for safety sensitive positions receiving a conditional offer of employment shall be required to I. Policy Statement undergo a physical examination which will include a II. Recruitment drug-screen paid for hy the Village. III. Applicarion Form IV. Physical Examinations V• P�-EMPLOYMENT SCREENING: V. Pr�employment Screening VI. Selection All new hires witl be required to underga a criminal VII. Temporary and Seasonal Appoini�nents background check. A criminal background check will be required for temporary posirions requiring PURPOSE: To establish a policy and proced�re for public security, acixninistrative confidentiality, all phases of tl�e hiring process. working witt► minors, or cash handling. I. POLICY STATEMENT: �• SELECTION: It shall be the policy of the Village to conduct The Village Manager or his designee, in conjunction recruitment and selection in an affirmative manner to �`''lth the Department Head, shall determine the provide equal employment opportunity to all selecrion device or devices to be used to obtain the best applicants and to prohibit discrimination because of q�fied candidates for each position. Such selection devices may include work sample or performance race, age, disability, political affiliation, religion, sex, tests, practical written tests, individual physical color, pregnancy, ancestry, marital status, veteran examinarions, background and reference inquiries and status, national origin or any other discriminatory evaluation of training and e�erience. factor prohibited by law. II. RECRUITMENT: � TEMPORARY AND SEASONAL A.PPOINTMENTS: Recruitment will be tailored to best meet the needs of Temporary and seasonal appointments shall not exceed the Village and will be directed to all sources likely 180 days. No temporary or seasonal employee shall to yield qualified candidates. Job announcements � more than 180 days in a calendar year. shall be clear and readable. They shall include the job title, salary range, and job qualification requirements. I'ublicity for job vacancies shall be D �� `��� 29,2oo3�t`�a I3iring 2 .� conducted for a sufficient period of time to ensure �PROVAL MICHAEL COUZZO, MANAGER 1 VILLAGE OF TEQUESTA PERSONNEL POLICY TTTLE: PERFORMANCE EVALUATIONS II. PERFORMANCE PLANNING PROCESS: POLICY: 2.8 Step 1 The supervisor and employee each review EFFECTIVE: July 1, 2004 �e employee's job description along with written statement of additional department specific duties and responsibilities in preparation for establishing the REPLACED: 1-00lO1 performance Plan. In this meeting it will be determined which Performance PAGES: 4 Standards/Goais/Objectives are most important in indicating the successful completion of the job the employee has been hired for. CONTENTS : This policy consists of the following , numbered sections: Step 2• Space is provided on the form for the supervisor to write in the department I. Policy Statement standards/criteria andlor objectives. These should be IL Performance Planning Process words or phrases, which will give a clear, concise and III. The Performance Review specific description of what is being evaluated. The N. Conclusion requirement should be stated clearly, objectively and measurable if possible as to it apply to the task and PURPOSE: The purposes for this policy is to expectations. provide the supervisors and the employee with the foilowing: a. The advantage of this approach is that it gives the Supervisor full flexibility in 1. The reasons for evaluating employee performance. developing standards that are specific and 2. The advantages of using goals and objectives pertains to the job requirements and and/or standards when evaluating performance. expectations. 3. The process to conduct a planning session in which performance goals, standards and objectives are b. In addition to the department e�ected developed and established for the upcoming standards/criteria and/or objectives, the evaluation period. supervisor should review with the 4. The outline and procedures for subordinates on employee characteristics described in the what the basis of evaluation will be. Department Standards of Conduct which reflect the expectations for the employee. L POLICY STATEMENT: c. The supervisor may add additional The Performance Planning and Review Program is a Standards of Conduct as needed and systematic approach that assures on-going appropriate, i.e. police, fire and other communications between the supervisor and the personnel. employee. The primary purpose of the employee performance evaluation program is to inform d. If additional space is required, supervisors employees of how well they are perfornung and to should attach additional sheet and/or offer constructive criticism on how an employee can department form. improve hrs/her performance. Performance evaluation shall also be considered in decisions Step 3• The supervisor and the employee then affecting salary advancement, promotion, discuss Performance Plan. reassignment, dismissal and training rieeds. a. Discuss each Department Expected 1 Standards/Criteria and/or Objectives, and Department Expected Standards of Conduct and any other pertinent matters. III. THE PERFORMANCE REVIEW: b. Discuss the Performance Ratings 1. The review session itself can be the single most significant part of the entire process. S = Satisfactory U = Unsatisfactory a. First. NA = Not Applicable T'he session needs to be memorable to the employee due to the fact that it is the c. Discuss what constitutes Outstanding, principal indicator of the supervisor's Satisfactory, Unsatisfactory, etc. Both evaluation of that employee's job employee and supervisor should come to a performance. meeting of the minds on what constitutes meeting standards on particular b. Second. performance objective(standard/criteria. 'The employee needs to understand the supervisor's evaluation of his performance. d. An outstanding performance rating A poor performance will need to be qualifies an individual for a performance discussed for an employee to realize that the recognition adjustment, which is based on a supervisor values quality work. A quality recommendation of the supervisor and the performance will need to be discussed for approval of the Village Manager. the employee to realize that his/her work is appreciated and valued. Step 4• The employee and supervisor then sign the Performance Plan. A copy is given to the employee, 2, Both the supervisor and the employee must department head, human resources and others as prepare for the performance review. There are appropriate. some specific things a supervisor can do to help make the performance review more effective and The mutual development and signing of a less stressful. Paying close attenrion to the Performance Plan follows a number of management following elements will improve the principles. One is that where there is involvement, performance review process. there will be a greater level of commitment. Another is that people generally try harder to fulfill those SteU 1: Selecting The Time And Place commitments they have made in writing. The Performance Plan should be viewed in light of a . Choose a time when you and the written commitment the employee makes to the employee will be able to concentrate. Village. There will probably never be a time when both of you will be free of other Step 5• The employee then begins working on problems, but you can avoid the hislher Performance Plan until review time. obviously inappropriate times. Performance Plan may be revised, if needed. Remember, you are not only going to discuss past performance, but you are Step 6• It is essential that the supervisor give also going to do performance planning periodic feedback to the employee throughout the for the next review period. The Performance Plan period so that there are seldom any review process may take more than surprises when the final review is held. This can be one meeting, but it should be seen as given with daily on-going feedback, or in a monthly one process and completed within a review/preview session, etc. few days. Step 7• At the conclusion of the Performance Plan • Location is important. Find a place period, usually twelve months unless a special that ensures privacy; abso2uteIy no evaluation is called, the supervisor reviews the one should overheaz the con.versation. performance in a meeting with the employee and Interruprions should be avoided if at evaluates how well the Performance Factors were all possible. Privacy is a must during completed performance reviews. Plan to hold the 2 meeting in a place where you and the input/self-evaluation can help clear up employee can sit facing each other gray areas in the employee without a desk between you. If you performance picture, identify needed sit with your desk between you and training and development areas, and the employee, you may create a facilitate discussion of performance. barrier that can discourage the free flow of information. • Unless employee comes to view the performance review as a ratings game, • Once you have selected the time and employee will often be harder on place, make an appointment with the themselves than the supervisor would employee well in advance of the be. meeting. The employee will want to prepare for the meeting. Once the Step 4: Conducting The Meeting appointment is made, keep it! If you cancel or postpone it, you will be . Supervisors must be able to sending the employee two powerful communicate effectively if the system messages: that whatever you are doing is to work. Employee too, must is more important than they are and communicate. Active listening more important than good coupled with a positive attitude will performance. go a long way in making the session a success. St�2: Assessing Employee Performance • The employee should be encouraged • Use the techniques discussed in this to take the lead in the discussion. The guide to prepare yourself to discuss the discussion should cover the following employee performance. Make sure six key areas: you refer back to the performanee plan established at the last performance 1. Review of performance review session. Follow the guidelines standards/objectives/criteria. for giving and receiving feedback. 2. Review of major job Make sure you review the employee responsibilities. job description to make sure it is still 3. Examination of growth areas, accurate and up-to-date. goals and training needs. Remember, concentrate on behavior, 4. Discussion of major not personality, unless it unpacts their accomplishments. performance. 5. Preparation of a plan for development. Step 3: Preparing The Employee 6. Evaluation of the performance planning and review session. • Some supervisors feaz asking employee to do a self-appraisal. They Ste�: Completing the Process: think the employee will build themselves up and it will be • Complete process as instructed on impossible to get them to think forms. The supervisor selects the realistically. Supervisors also believe performance rating which best employee will not respond. These describes the completed fears are largely unfounded when objective/standard/criteria. employees are asked to evaluate their own performance. • Employee rated S(Satisfactory) Meets Standards/Objectives, etc. • Do not ask the empioyee to evaluate their own character or to provide an . Employee rated U(Unsatisfactory) overall description of them. Ask how Did not .meet the work went - were the goals Standards/Objective/Criteria, etc. achieved and how well. Employee 3 Rating must be supported by detailed, quanti�xed, objective and specific comments and must be reviewed with Human Resources prior to review with the employee. • Written statements indicating greatest strengths, w$aknesses and other comments should be made. • The employee should make appropriate comments, if desired. • Both employee and supervisor, as well as the overall department head, should sign the form. • The form shonld be forwarded to the Human Resources Office for final review and copies thereafter distributed. Step 6: Planning Process for Ne� Review. Supervisor and employee begin Performance Planning Process for next review. N. CONCLUSION: A performanee planning and review system that recognizes and rewards expected and above performance and corrects poor performance can contribute significantly to improved morale and productivity. Likewise, if supervisors show favoritism or prejudice toward certain employee, the system will contribute to poor morale and lose productivity. In other words, a system is only as good as those who use it. DRAFTED:RLG/Dec 26,20031Filed: Performance Evaluations 2.$ APPROVAL: MICAAEL COUZ.7A, MANAGER TEQUESTA, FLORIDA 4 VILLAGE OF TEQUESTA PERSONNEL POLICY TITLE: VIOLENCE IN THE WORKPLACE does commit violent acts against other employees or individuals having business with the Village. POLICY: 3.1 l. POLICY STATEMENT: EFFECTIVE: July 1, 2004 The employer will not tolerate any acts of violence to REPLACES: 2.06 (March 2001) persons or properiy. All acts of violence are treated seriously. Each act of violence will be dealt with PAGES: 2 promptly and appropriately utilizing adininistrative, managerial, legal and disciplinary actions to minimize risk to employees, customers, and property. Employees are prohibited from bringing guns and CoNTENTS : This policy consists of the following �y�apons on to Village property unless they are numbered sections: certified Police Officers. I Policy Statement II, pREVENTING WORKPLACE VIOLENCE: II. Preventing Workplace Violence III. Responsibilities The employee recognizes that most serious incidents of workplace violence represent a parsonal crisis that PURPOSE: To provide management and employees the individual is unable ar unwilling to solve alone. with guidance should they encounter a situation they Intervention at an early stage provides the individual believe may result in violence, and to provide with the necessary assistance to resolve these issues, information and training to management and prevent escalation, and allow continued productive employees to minimize risk of injury or harm employment. resulting from violence in the workplace environment. Employees and supervisors have access to confidential and discretionary professional assistance DEFINITIONS: "Workplace Violence" means any thraugh the Employee Assistance Prograxn. The verbal or physical action that is commwnicated or program provides advice, assessments, and case perceived as a threat, harassment, abuse, intimidation review to help management develop intervention or personal contact, that produces fear, causes bodily strategies and make decisions that will prevent harm or damage to property. Workplace violence violent incidents from occurring. The program can may involve family, friends, strangers, co-workers, refer to outside professional agencies, which can customers, citizens or residents. Violence or threats provide evaluations, diagnoses and treatment plans. of violence are prohibited in the Village's work locations. It is the shared obligation of all employees III. RESPONSIBILITIES• to act individually and jointly to report and prevent � actual or implied violent behavior at the workplace. �y employee who becomes aware of a threat made Violence, or the threat of violence, by or against any by another employee or has observed or has been employee of the Village or other person is made aware of the potential or actuality of violence unacceptable and will subject the perpetrator to � the workplace should immediately contact a serious disciplinary action and possible criminal supervisor who in turn has the responsibility to charges. Village employees are required to cooperate contact the Village Manager and/or the Tequesta with law enforcement officials to aid in the Police Depatrtment, if necessary. No employee who prosecution of anyone who threatens to commit or acts in good faith in reporting violence or threatened violence in the woxkplace will be subject to retaliation or harassment based upon such reporting. 1 The Village also recognized that employees may be involved in personal disputes with family members, neighbors, or personal acquaintances. An employee who applies for a restraining order which lists the Village work area as a protected area must inform his or her Department Head and the Village Manager of such action and provide a description of the individual restrained by the order. If a court order has not been secured but the employee feels threatened, the employee should notify the immediate supervisor and the Police Department. Management is responsible for responding to potential or violent situations, depending on the seriousness and nature of the incident. They wi11 conduct interviews and investigations, prepare documentation, and notify appropriate assistar�ce agancies. DRA�SD:RLGJDec 26,20031Fi1ed:Violence in the Workplace 31 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY recognition. Care should be taken to include all TITLE AWARDS SYSTEM equally deserving individuals. Norninations may be submitted by any employee of POLICY 3.2 the Village including the potenrial recipient. EFFECTNE: Juiy 1, 2004 Nominations should contain a summary of the facts of the incident or conduct and signed statements from REVISED NEW witnesses, if applicable. Nominations will be forwarded to the Human Resource Director, which PAGES: � 2 may comment on the nomination in writing. After review of a nomination, the Human Resource Director wilt make a recommendation to the Village CONTENTS • 'T'his policy consists of the following Manager for the following action(s) to be taken: numbered sections: a. Approve the nomination and take I. Policy Statement immediate steps to present an appropriate II. Nominations award; b. Convene the Awards Committee to IlI. Awards Committee consider and/or investigate the N. Final Determination nomination; V. Awards in Order of Precedence c. Return the nomination to the appropriate supervisor for further investigation; or, PURPOSE: To recognize the outstanding d, Reject the nomination. performance of Village employees, citizens, and organizations who provide exceptional service to the �, AWARDS COMMITTEE: Village of Tequesta. The Awards Committee will be responsible for DISCUS5ION: Awards, decorations, and public reviewing and investigating nominations forwazded recognition of a job well done motivate members and to them by the Human Resource Director. The increases the overall effectiveness of the Village. Awards Committee will forward its findings and The Village Manager desires to publicly recognize recommendation to the Village Manager. and commend those individuals who distinguish themselves through outstanding performance of duty. �e Awards Committee will be composed of the Also worthy of public recognition and commendation Hwnan Resource Director and two staff members. are those private sector citizens and organizations � Human Resource Director will serve as who provide special assistance to the Village. chairperson. IV. FINAL DETERMINATION: I. POLICY STATEMENT: The Village Manager will make the final It is the Village's policy to recognize and award determination on all awards. A copy of the Awards members who have displayed excellence in the Committee`s farmal written citation will be performance of duty. forwarded to the Village Manager's Office for filing in the recipient rnember's file after the presentation of II. NOMINATIONS: the award. Supervisors are encouraged to bring to the attention V. AWARDS IN ORDER OF PRECEDENCE• of the Village Manager those persons who deserve � 1 EMPLOYEE OF THE YEAR - The ernployee recognized as the most outstanding among peers in performance of duty throughout the year. Recipients must demonstrate a high degree of professionalism, The primary consideration for this award will be the consistent nature of the individual's outstanding performance. Award includes a personal plaque and recipient's name inscribed on a permanent Village plaque. EMPLOYEE OF TF� QUARTER - The Village employee recognized as the most outstanding among peers in performance of daty throughout the quarter. Award includes certificate and recipient's name inscribed on an agency plaque for that quarter. CITI7EN SERVICE AWARD - Special recogaition of a private citizen or organizarion that has provided exceptional voluntary service to the Village during the previous year. RETIREMENT AWARD - An appropriate plaque or symbolic gift commemorating the honorable service of a member who has met longevity requirements for retirement. DRAFI'ED:RI.G/Jan 2, Z(104/Filed: Awards System 3.2 APPROVAL: MICHAEL COUZ7A, MANAGER TEQUESTA, FLORIDA 2 VII�LA�E OF TEQUESTA PERSONNEL POLICY SteA Z. If the employee is not satisfied with the TITLE: GRIEVANCE PROCESS solution by the department head, the employee must submit the grievance, in writing, to the Village POLICY: 33 Manager within twenty (20) working days of the alleged occurrence. This written notice shall include EFFECTIVE: July 1, 2004 the following: a) Statement of the grievance and REVISED: NEW relevant facts b) Remedy sought PAGES: 1 c) Reasons for dissatisfaction with the department head's solution CoNTENTS • This policy consists of the following T�e Village Manager shall attempt to resolve the ntimbered sections: grievance within five (5) working days after it has been presented to him/her. The Village Manager is I. Policy Statement the fuial authority on grievances presented by � ��� non-represented Village emplayees. PURPOSC: TO establish standardized grievance DgA�•i�p : gLG/Jan S, 20(13�1ed: Grievance Prceess 3.3 procedures for non-represented employees. I. POLICY STATEMENT: AppROVAL: It is the policy of the Village of Tequesta to afford all MI�EL CODZZO, MANAGER employees a means of obtaining further consideration TEQUESTA, FLORIDA of problems when tliey remain unresolved at the supervisory level, and to establish policies and procedures tYiat provide for timely resolution of grievances. Adherence to the procedures outlined below is mandatory for all concerned, except that time limits may be extended for good cause. IL PROCEDURE: SteQ 1. An Employee must present a grievance within ten (10) working days of its alleged occurrence to the employee's immediate supervisor andtor department head, who shall attempt to resolve it within five {5) working days after it is presented to them. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY legally protected status. Discrimination and TITLE: HARASSMENT harassment are illegal and will not be tolerated. POLICY: 3.4 Section 2. Applicability EF`FECTIVE: July 1, 2004 The provisions of this directive apply to all personnel working for the Village, either directly or through a REVISED: NEW contractual relationship, as well as elected officials. PAGES : 4 The term "employee" as used in this policy shall apply to all contractual personnel, direct employees, participants in Village services, vendors and CONTENTS: This policy consists of the following volunteers of the Village. numbered secrions: Section 3 . Harassment and Discrimination I. Statement of Policy Prohibited II. Applicability The Village will also not tolerate any form of III. Harassment and Discrimination retaliation directed against an employee or other Prohibited individual who, in good faith, complains about IV. Defuution of Sexual Harassrnent harassment or participate in any investigation V. Examples of Discrimination and/or concerning harassment. It is expected that all Harassment employees will continue to act responsibly in VI. Discrimination and/or Harassment fulfilling the Village's commitment to working in an Complaint Procedure environment totally free of discrimination and/or VII. Complaint Investigation sexual harassment. To that end, it is also expected VIII. Result of Investigation that ernployees will prudently avail themselves of the IX. Follow up mechanisms pxovided herein to address issues regarding discrimination and/or sexual harassment. PURPOSE: To establish policy prohibiting all forms of harassment. To define procedure for No employee should be subjected to derogatory reporting harassment. To establish guidelines for verbal or nonverbal references regarding his or her adnunistration of discipline. Each employee will be race, gender, national origin, religion, age, disabiliry, required to read and sign the "Discriminarion and marital status, pregnancy or any other legally Harassment" policy. protected status. No employee, male or female, should be subjected to unsolicited, offensive and Section 1. Statement of Policy unwelcome sexual overtures or conduct (verbal or physical). It is the policy of the Village that all employees enjoy a work environment free of discrimination andfor Such conduct, whether coxnmitted by supervisors or harassment. Discrirnination and harassment are non-supervisory personnel, is specifically prohibited forms of misconduct that undermine the integrity of by state or federal law, as well as Village policy. the employment relationship, lower morale, and Such conduct may also expose the Village and the interfere with work effectiveness. This policy individual to liability for damages, attorney's fees applies equally to any discrimination or harassment and costs. based on race, gender, national origin, religion, age, disability, marital status, pregnancy or any other It is the responsibility of all supervisors and 1 employee to insure that discriminarion and/or 3. Such conduct has the purpose or effect harassment does not take place. At a minimum, of unreasonably interfering with an supervisory personnel are required to inform all individual's work performance or employees of this directive and to immediately creating an intimidating, hostile or correct any problems that may arise. Supervisors are offensive work envirorunent. responsible for maintaining a work environment that is free from discrimination and/or harassment, as well Sexual harassment does not refer to occasional as any other conduct that creates a hostile work compliments of a socially acceptable nature. It environment for any individual. refers to behavior which is not welcome, which is personally offensive, which debilitates morale, and The Village recognizes that invalid, unfounded or which interferes with work effectiveness. Some false accusations of discrirnination and/or harassment behavior that may be acceptable in social settings is can have serious effect on innocent individuals. not appropriate in the work place and is considered Therefore, the Village Manager, as confidentially as insulting and demeaning to the victim. . In addition, possible, and, if appropriate, the Village Attorney, no one should imply, joke about, or threaten that an shall investigate any and all complaints of applicant or individual's employment, assignment, discrimination and/or harassment to deternune the compensation, advancement or acquiescence to most appropriate disposition. Each and every sexual harassment. complaint or allegation of discrimination or harassrnent shall be reported to the Village Manager. Section 5. Examples of Discrimination and(or Harassment Harassment and discrimination participants fall into three categories: (1) the alleged offender, (2) the • Referring to a woman as girl, doll, honey, alleged victim, and (3) any witnesses. Any of the sweetheart, etc. three can be found in violation of this directive. . Referring to a man as boy, hunk, babe, Violation of this directive includes participating in honey, sweetheart, etc. discriminatory and/or harassing pracrices, permitting . Asking unwelcome questions about sexual subordinate employees to engage in such practices, history or practices, racial, ethnic or filing false charges or malicious complaints, or religious issues retaliating against employees who report instances of • Referring to individuals in protected classes discrimination and/or harassment. This directive in a derogatory or disparaging manner constitutes a"zero-tolerance" policy. Appropriate . Displaying visuals which may be degrading disciplinary action shall be taken against any and all to an employee's race, ethnicity, national individuals who violate this directive, which origin, age, disability or religious beliefs disciplinary action may included immediate . Telling racial, religious or other ternunation from perfornvng services for the Village discriminatory jokes or stories or, if a direct employee or volunteer, ternunation of . Offensive or unwelcome sexual flirtation, the relationship with the Village. advances, propositions or threats, or giving unwanted gifts Section 4. Definition of Sexual Harassment . Verbal innuendoes or jokes of a sexual Sexual harassment refers to unwelcome behavior of a nature, graphic or degrading verbal sexual nature that is personally offensive, deliberate comments about an individual or his or her and repeated. It includes sexual advances, requests appearance • Displaying sexually suggestive objects, for sexual favors, and other verbal or physical pictures or gestures conduct of a sexual nature. Such harassment may be . Suggestive or insulting sounds, leering or verbal, nonverbal or physical, and is illegal when: ��ing, whistling, blowing kisses, licking 1. Submission of such conduct is made lips, including sexual gestures with hands or implicitly either a term or condition of t1u'ough body movements employment; • Any offensive or abusive physical contact, 2. Submission to, or rejection of, such including touching, pinching, brushing the conduct by an individual is used as the body or sexual assault basis for employment decisions affecting the individual; and/or Section 6. Discrimination and/or 2 Harassment Complaint Procedure Section 7. Complaint Investigation The following procedures should be followed Complaints will be invesrigated in as when an employee thinks he or she is the victim confidential and timely a manner as possible and of discrimination and/or harassment: in accordance with the Public Records Act, Section 119.07, Florida Statutes. Information Sten 1• Anyone who believes that he or she concerning an active complaint wi1T not be may have been subjected to discrimination released by the Village to third parties or to and/or harassment should, whenever reasonably anyone within the Village who is not directly possible, first inform the offending party that involved in the investigation, except as may such behavior is offensive and will not be otherwise be required by law or by a court of tolerated. competent jurisdiction. The purpose of this provision is to protect the confidentiality of an St£p 2. Because providing a claun of employee who files a complaint, to encourage discrimination or harassment can be difficult, the the reporting of all instances, and to protect the victim should keep a record of times, places and reputation of any employee charged with specific details, including witnesses. If the discrimination and/or harassment. All behavior continues, the employee may file a participants involved in an investigation are formal, written complaint with the Village expected to maintain their involvement in or Manager. A form for the filing of such , discussion of the investigation confidential, complaints, which should be used in all but the except insofar as disclosure is required in most exceptional circuxnstances, is available in obtaining or being represented by legal counsel. the office of the Village Manager. The failure to abide by this confidentialiry reguirement constitutes a violation of this Sten 3- In instances where the allegation of directive. discrimination or harassment is leveled at the Village Manager, the complaint should be Disciplinary action taken as a result of submitted to the Village Manager. discrimination or harassment will become part of the personnel file of the offending employee and Sten 4• In an employee norifies a is subject to disclosures pursuant to the Public supervisor of such a problem, the supervisor Records Act. shall notify the Village Manager immediately and in writing of the situation, and shall provide The investigation of a complaint will normally a copy of the complaint form submitted by the include conferring with the parties involved and employee. The supervisor shall notify the any named or apparent wimesses. Tape-recorded Village Manager as soon as he or she is made statements may be taken of any of all the aware of such a situation. individuals involved. All employees will be guaranteed fair and impartial treatment, and shall In the event that the victim of harassment would be protected from coercion, intimidation, like to complain to a person or agency outside interference or discrimination for filing a the Village, two options are available. These complaint or participating in an investigation. are: All harassment investigations which take on a The Florida Commission on Human Relations formal nature will result in an investigative Draft (FCHR) Report which shall be forwarded to the 25 7ohn Knox Road complainant, the accused, the affected Tallahassee, FL (850) 488-7082 department head, and the Village Manager's office. All parties will have five (5) working And days to review the report and present any fiuther evidence, comment or rebuttal to the findings The Equal Employment Opportunity contained within the report. All evidence will be Commission (EEOC) considered by the investigating party and a final 501 East Polk Street report will be submitted with a determination as Tampa, FL (800) 669-4000 to whether a complaint is sustained, not sustained or unsubstantiated. A complaint is 3 sustained when there is sufficient evidence presented to reasonably establish that the allegations or charges made are true. A DRAFTED : RLG/Jan 8, 2003/Filed: Harassment 3.4 complaint in not sustained when there is sufficient evidence presented to reasonably establish that the allegations or charges made are APPROVAL: true. A complaint is not sustained when there is MICHAEL COUZZO, MANAGER sufficient evidence presented to reasonably TEQUESTA, FLORIDA determine that the allegarions or charges made are not true. Finally, a complaint is unsubstantiated when there is insufficient evidence presented to reasonably deternune whether the allegations or charges are true or false. Generally, the unsupported yet con1xadicting assertions of an alleged victim and an alleged offender will result in a finding that the complaint is unsubstantiated. Section 8. Result of Investigation If a complaint is sustained, the offender will be subject to disciplinary action, which may include termination from employment or removal from assignment to work for the Village. Each supervisor is under a continuing duty to take immediate remedial action to stop or prevent discrimination and/or harassment. If the supervisor fails to take such action, and the rnisconduct was known, or should have been known, to him or her, the supervisor in question shall also be subject to disciplinary action, which may include ternunation from employment or removal from assignment to work for the Village. Even if the investigation fails to disclose the existence of any discrimination or harassment, the Village reserves the right to nonetheless take action. Such action may include counseling, a reminder of the Village's directive, or a written warning. Additional mandatory training will be provided if, at the Village's discretion, such training is necessary. If false charges are filed, sunilar disciplinary action will be taken against any person found to have brought a charge of harassment in bad faith. Section 9. Follow up Once an investigarion has been concluded, the Village will continue to monitor the employees involved in discrimination or harassment complaints to ensure that no future incidents of discrimination or harassment occur. 4 VILLAGE OF TEQUESTA PERSONNEL POLICY employees project a professional image while taking advantage of more casual and relaxed fashions. 1TTLE: PERSONAL APPEARANCE l. Casual business wear means clean, neat, clothing POLICY: 3.5 that contributes to an appropriate and generally accepted image of the respective job classification. EFFECTIVE: July 1, 2004 For men, ties and sport coats will he optional. Slacks, corduroys, khakis, dressy jeans, sweaters, shirts with REVISED NEW collars, polished leather shoes and quality accessories are acceptable. For women, all of the same items plus PAGES 2 dress-denim skirts, mid-length skirts, flat shoes and loose-fitting stirrup pants accompanied by a long top or jacket are acceptable. Anykhing you would CONTENTS: This policy consists of the following normally wear to a gym, beach, trendy bar or to clean numbered sections: the garage would generally not fall under the defuution of business wear. Regardless of the item, I. Policy Statement any attire that is excessively worn, frayed or wrinkled II. Casual Dress Days does not fall under the definition of acceptable casual business wear. PURPOSE: To establish general guidelines related 2, It is the policy of the Village to allow employees to personal appearance of Village employees. to weaz casual business wear on Fridays. I. POLICY STATEMENT: 3. On occasion, management may announce dress It shall be the responsibiliTy of all emplayees to down days where looser clothing including represent the Village to the public in a manner which sweatshirts, colored T-shirts {without messages) and shall be courteous, efficient, and helpful. athletic shoes can be worn in order to allow you to enjoy a special occasion (e.g. Halloween), spring of �illage employees should always be well-groomed fall office "cleanup days", etc. Please ask your and dressed in a manner suitable for the public ��ager ahead of time about choices that may be service environment and to reflect favorably the 4uestionable. Village's image. 4. Listed below is a general overview of acceptable The employee's supervisor will discuss the subject of casual wear as well as a listing of some of the more personal appearance with the employee if it is felt it common items that aze not appropriate for the office. does not positively reflect the image of the Village. Obviously, neither group is intended to be all inclusive. Rather, these items should help set the II. CASUAL DRESS DAYS: general parameters for proper casual business wear and allow you to make intelligent judgments about The purpose of this casual dress day policy is to serve items that are not specifically addressed. A good rule as a guide to help define appropriate casual business °f thumb is that if you are not sure if something is wear for all administrative, supervisor, technical and acceptable, chaose something else or inquire of your professional employees within (designate facilities supervisor ahead of time. such as Village hall, court house, etc.) during glacks - Jeans and cotton slacks are acceptable designated casual days. A primary purpose is to have provided they are clean and wrinkle free. Inappropriate items include sweat pants, shorts, bib 1 overalls, spandex or other form-fitting pants and Jeans that are excessively worn or faded. Shirts - Casual shirts with collars, golf shirts, sweaters and turtlenecks are acceptable. Avoid T-shirts, sweatshirts, tank tops, halter tops, shirts with large lettering or logos and any tops with bare shoulders unless worn under another blouse or jacket. Dresses and skirts - Casual dresses and skirts, Jean skirts and mid-length split skirts are acceptable. Footwear - Loafers, boots, flats, dress sandals and leather deck shoes are acceptable. Casual socks or even no socks or stockings are acceptable if it is appropriate for the rest of the outfit. Jewelry - Jewelry, if worn, should be sunple and classic. DRA�TED: RLG/Jan 8, 2003/Filed: Personal Appearance 3.5 APPROVAL: MICAAEL COUZZO, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY DRAETED:RL6/Jan82003/Filed:TelephoneCalls 3.6 TTTLE: . PERSONAL TELEPHONE CALLS POLICY: 3.6 APPROVAL: EFTECTIVE: July 1, 2004 MICHAEL COUZZO, MA.NAGER TEQUESTA, FLORIDA REVISED: NEW PAGES: 1 CONTENTS: This policy consists of the following numbered sections: I. Policy Statement II. Procedure PIJRPOSE: To provide for cont�ol of incoming and outgoing personal telephone calls. I. POLICY STATEMENT: Village phones are to be used for Village business and may be used for personal business on a limited basis only. II. PROCEDURE: Telephone calls received during business hours must be held to both a minimum number and time limit and must not interfere with the employee's work. When a toll call must be placed, the call is to be billed to the employee's home number or collect. It is the employee's responsibility to ensure that no cost to the Village results from their personal telephone calls. Violation of this policy will result in eost reimbursement to the Village and may subject the employee to additional disciplinary action. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY No smoking will.be permitted in Village vehicles. TITLE: SMOKING POLICY Smoke breaks are to be confined to the affected employees lunch period or rest break. POLICY: 3.7 DRAFTED: RLG/Jan 15, 2003/Fited: Smoldng 3.7 EFFECTIVE: July 1, 2004 �� � APPROVAL: MICHAEL COUZZO, MANAGER PAGE3 : 1 TEQUESTA, FLORIDA CONTENTS: This policy consists of the following numbered sections: I. Policy Statement PURPOSE: To establish Village policy on the use of tobacco products in the workplace. SCOPE: This order applies to all Village employees and visitors. DISCUSSION: In compliance with F.S. 386.204, and the Florida Clean Indoor Act, the Village Manager has declared all Village of Tequesta indoor areas a smoke and tobacco-&ee workplace. I. POLICY STATEMENT: The use of tobacco products is prohibited within all buildings and facilities used, occupied, or maintained by the Village of Tequesta. "Smoke" or "smoking" as used in this policy shall mean and include the smoking or carrying of any kind of lighted pipe, cigar, or cigarette. Areas designated for smoking may change from time to time to meet the needs of the Village and desires of its employees and the public. In the event there is a conflict about the establishment of a smoking area, the right of the nonsmokers to breathe clean air free from harmful smoke shall supersede the right to smoke. 1 VILLAGE OE TEQUESTA PERSONNEL POLICY E-mail at the Village is a tool for business TITLE: E USE communications. E can be an effective tool to speed informarion exchange. It can elilninate the POLICY: 3.8 need for some phone calls and meetings and can even help you to brainstorm ideas within a group. You EFFECTIVE: July 1, 2004 must be conscientious and observe comrnon sense or you minimize its effectiveness and cause disruption REPLACED: New to others. Do not post personal information about any individual unless you have received that person s PAGES• 3 consent. Occasionally messages are posted regarding ' employee's health or personal life events. This is acceptable only if the person you are posting the CONTENTS: This policy consists of the following �ormation about consents to its broadcast and the receivers of the information are interested in hearing numbered sections: about it. If you're in doubt as to either of these I. Policy Statement criteria, don't post it. Leaving the subject line blank II. Public Records Laws Qr P�g ��tic information basically mandates the receiver open and read your message to know the �• 5 ���' content. Please be as selective in who you send your N. Improper Use message to as well as what message you send. V. Proper Use Many of you are now corresponding with the public PURPOSE: These guidelines set the standards �� e-mail. In so doing, you are acting as a for appropriate behavior of an employee when representative of the Village and should conduct all accessing the intemet and urilizing e-mail. These e-mail transactions accordingly. You should treat e- guidelines apply to all employees. All Internet users mail just as you would a letter or memo to be typed should fust be familiar with the Village's Internet Use �d mailed. Construct your e-mails with the same and Village e-mail policy contained herein. Village formality and business structure as you would a computers are for public business. standard letter. E-mail by its nature is typically an informal communications tool. However, you are SCOPE: This policy applies to a11 Village representing the Village and all communications employees, whether full time, part-tixne, contract or should be professional and business-like. otherwise and Village volunteers who use e-mail via Village resources. II, PUBLIC RECORDS LAWS: Use of Village resources to access e-mail or the All e-mails received or created in the transaction of internet denotes your acceptance of the Village's e- official business are considered public records and mail policy. Disregazd or violation of tlus policy will �e governed by the State's Public Records Law. It is result in disciplinary action and may result in more �portant that you do not indiscriminately delete e- stringent restrictions for all e-mail and internet users. mails without first considering these laws. This policy statement addresses: e-mail usage, e-mail According to the Florida Attorney General the etiquette, staff responses to e-mail inquiries, security following guidelines pertain to e-mails: and internet usage. l. E-mails are public records when they I. POLICY: are created or received in the 1 transactions of Official Business. IV. IMPROPER USE: The following 2. E-mails are not subject to Public behaviors are examples of actions or activities that Records laws when they consist of un- can result in disciplinary action. Because all possible circulated materials and are merely actions cannot be contemplated, the list is necessarily preliminary or precursors to future incomplete. The following are examples, but not an documents and which are not in and of exhaustive list, or behaviors that may result in themselves intended to serve as final disciplinary action: evidence of the knowledge to be reported. A. Unauthorized attempts to break into any 3. E-mails are to be readily accessible and �mputer whether a Village computer or available to all unauthorized users. that of another organization (cracking). 4. E-mails must be organized and stored in B. Using Village time and resources far a filing system or repository. personal gain, 5. Transitory or personal messages that do not support business purposes should be C. Sending threatening messages. deleted in a tnnely manner. 6. E-mails of convenience or reference D. Spending excessive amounts of time on the copies should he deleted after the record Internet. of copy (master) has been appropriately filed. 7. E-mail record copies (masters) have the E. Sending racially and/or se�cually harassing same retention periods as records in messages or other messages that violate other formats. government regulations or laws. 8. E-mails may be deleted/destroyed only in accordance with the provisions of F. Theft, or copying of electronic files without Chapter 1B-24, Florida Administrative permission. Code. G. Sending or posting the Village's confidential It is each department's responsibility to manage its materials outside of the city or posting records in accordance with State guidelines. If you confidential materials inside the Village to have questions regarding public records and e-mail, non-authorized personnel. or how you may archive e-mail in compliance with the State laws please contact the Village Clerk's H. Refusing to cooperate with a reasonable Office. They have established guidelines and security investigation. procedures specifically for e-mail. I. Sending chain letters through electronic mail. III. SECURITY: J. Sending messages that could damage the image or reputation of the Village. The Village has implemented software at each workstarion to scan for viruses. However, a virus can V. PROPER USE: The following behaviors potentially breach our security. You are advised to �e recommended for sending internet not open attacbments from persons unknown to you. communications and participating in Intemet mailing The Village will continue to implement security lists. Lack of conformance may result in loss of measures on our system to protect the Village's Internet access. These guidelines have been gleaned investment. Realize that you play a major role in &om a variety of Internet Guides. protecting these assets by exercising diligence in screening your e-mails and deleting and/or notifying A. Electronic Mail (E-mail). The following your Deparirnent Head of suspect cornmunications. guidelines cover the sending of electronic mail If you are unsure of an e-mail or sender contact your outside the Village, Internet mail packages are Department Head significantly different than our internal printed mailings. Care should be used particularly when responding to a message or using mailing lists. 2 NOTE: Mail on the internet is not secure. Never include in an E-mail message anything that you want to keep private and confidential. E-mail is sent unencrypted, and is easily readable. Be eognizant of any system etiquette. The computer on which yon reside may have limitations on disk space usage. Mail takes up space. It is best not to save every message you receive. Be careful when sending replies - make sure you are sending to a group when you want to send to a group, and to an individual when you want to send to an individual. It is best to address directly rather than use the reply command. Include a signature that contains methods by which others can contact you (usually your E-mail address). Let senders know you have received their mail, even if you cannot respond in depth unmediately. They will need to know their mail has not been lost. Use good grammar and syntaat. Watch punctuation and spelling. DO NOT SEND MESSAGES ALL 1N CAPTTALS. It looks as if you are shouting. DRAFI'ED:RLG/March 12, 2004/E-mail 3.8 APPRO;�t1►L: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 3 VILLAGE OF TEQUESTA PERSONNEL POLICY b. Solicits, accepts, or seeks a gift, gratuity, or TITLE: EMPLOYEE ETffiCS favor from any person, firm, or corporation involved in a contract or transaction which is or may be the subject of official action by the POLICY: 3.9 Village. EFF'ECTIVE: July 1, 2004 2) Recognizing that personal friendships often precede and can evolve from official contact REVISED: NEW between employees and persons engaged in business with the Village, reasonable PAGES: 3 exceptions to this section are permitted for those occasions which aze social in nature and are not predicated on the employee's CONTENTS: This policy consists of the following ability to influence, directly or indirectly, any numbered sections: matter before the Village. I. Policy Statement The employee will be guided in interpretarion of this II. Defuutions section by the distinction between a gift, gratuity, or III. Pracedures favor given or received which has significant monetary value and is offered or accepted in PURPOSE: The purpose of this policy is to establish e�cpectation of preferential treatment, and an guidelines for ethical standards of conduct, which expression of courtesy. Examples of acceptable shall govern Village employees in the performance of courtesies include: a meal or social event; exchanges Village business and the duties of their respective of floral offerings or gifts of food to commemorate jobs. This policy is intended to provide positive events such as illness, death, birth, holidays, direction to Village employees in order to prevent promotions; a sample or promotional gift of nominal potential conflicts of interest. value ($25 or less). This policy is not all-encompassing in its definition a. Participates in his/her capacity as a Village of conflict of interest. The "prudent man" theory can employee in the issuing of a purchase order and will be applied: action deemed inappropriate by or contract in which he/she has a private a reasonable person, whether specifically cited in pecuniary interest, direct or indirect, or this policy or not, wi11 be subject to inquiry. performs in regard to such contract some function requiring the exercise of discretion L POLICY STATEMENT: on behalf of the Village. 1. Conflicts of Interest. No Village employee sha11 b. Engages in, accepts employment from, or engage in any act that is in conflict, or creates an renders services for private interests for any appearance of fairness or conflict with the compensation or considerarion having performance of afficial duties. An employee shall be monetary value when such employment or deemed to have a confiict if the employee: service is incompatible with the proper discharge of official duties or would tend to a. Has any financial interest in any sale to the impair independence of judgment or action Village of any goods or services when such in performance of official duties, or give the financial interest was received with prior appearance of the above. knowledge that the Village intended to purchase the property, goods, or services. An employee should not make a unilateral decision, if there is any doubt about his/her private 1 employrnent. The Village Manager`s office should be incompatible or would substantially interfere consulted. with the discharge of official duties. c. Except for courtesies as provided in item "b" 4. Discipline. Any employee who is found to above, no employee shall, directly or be in violation of this policy may be subject indirectly, give or receive, or agree to to disciplinary action up to and including receive any compensation, gift, reward, termination from employment. Depending commission or gratuity from any source upon the seriousness of the action, other except the Village for any matter directly appropriate civil or criminal sanctions may connected with or related to his official also be pursued. services as such employee with this Village. II. DEFINITIONS: d. Discloses or uses without authorization confidential information concerning Employee. An employee is defined as any person property or affairs of the Village to advance holding a regularly compensated position for the a private interest with respect to any contract Village of Tequesta, including regular full time, or transaction which is or may be the subject part-time, temporary, and seasonal or any other af official action of the Village. class'rfication which is regularly compensated. Exclusions include Village Council members and e. Have a financial interest or personal interest members of Village Boards and Commissions. in any legislation coming before the Village Council and participates in discussion with Interest. Interest is any direct or indirect monetary or or gives an official opinion to the Village materiaT benefit accruing to a Village employee as a Council unless the employee discloses on result of a contract or transaction which is or may be the record of the Council the nature and the subject of an official act or action by or with the extent of such interest. Vitlage (except for such transactions which would confer similar benefits to all other persons and/or 2. Use of Public Property. No employee of the property similarly situated}. Village shall request, use, or permit the use of Village-owned vehicles, clothing, equipment, Interests inelude: (a) interests in an employee's materials, or other properiy for unauthorized personal family, (b) any business entity in which stock or legal convenience, for profit, for private use, or as part of beneficial ownership is in excess of one percent (1%) secondary employment. Use of such Village of the total stock, or legal ownerslup is controlled or property is to be restricted to such services as are owned directly or indirectly by the employee, (c) available to the Village generally and for the conauct interest in any business entity in which the City of official Village business. employee is an officer, director, ar employee, (d) interest in any person or business entity with whom a 3. Political Activities: contractual relationship e�cists with the employee; provided that a contractual obligation of less than a. No Village employee may use Village time $500 or a commercially reasonable loan or purchase or property in any manner to promote any made in the course of ordinary business shall not be political issue or candidate, or to solicit deemed to create a conflict of interest. funds for any political purpose or to influence the outcome of any election. Imtnediate Family. Family includes spouse, child, parent, parent-in-law, brother, sister, grandparent, With the approval of the Village Manager, son-in-law, daughter-in-law, and grandchildren. an exception sha11 be allowed when the Family also includes other persons residing in the subject of an election has reeeived the employee's residence or are financially dependent endorsement and support of the Village upon the employee. Council (e.g. bond issue). Con�act Contract shall include any conlract or b. No Village employee shall be eligible for agreement, sale, lease, purchase, or purchase order. appointment or election to any public office when the holding of such office would be �, pROCEDURES• 2 l. Interpretation. Interpretations of this policy shall be referred to the Village Manager. 2. Investigation. The Village Manager shall investigate, or cause to be investigated, all suspicions, allegations, and written complaints of unethical conduct a. Complaints or allegations that may be criminal in nature may be referred to an appropriate outside agency for investigation. BRAFI'ED: RLG/14Iar 16, 20041Filed: Employee Etlrics 3.9 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 3 VILLAGE OF TEQUESTA PERSONNEL POLICY TITI.E: COMPENSATION Promotions: See related Adtninistrative Policy. POLICY: 4.1 Demotions: See related Administrative Policy EFFECTIVE .Tu1y 1, 2004 Transfers: See related Administrative Policy REPLACES: 4.01 (March 2001) �• COST PAGES: 2 Cost-of-living adjustments/salary modifications may be granted by the Village Council upon recommendation by the Village Manager from time-to-time. CONTENTS : This policy consists of the following numbered sections: IV, pERFORMANCE PAY INCREASES: I. Policy Statement Employees may be eligible for an annual II. New Employees performance pay increase. Eligibility requires an III. Cost-of-Living annual performance rating equal to or greater IV. Performance Pay Increases than "average". Performance pay adjustments V. Classification Plan are effective October 1 of each year. Employees PURPOSE• To establish policy and procedures for must have successfully completed their com • Vill e em lo ees. probationary period to be eligible for such an ��g � p y inerease. I. POLICY STATEMENT: V. CLASSIFICATION PLAN: It is the policy of the Village and the purpose of this Jobs with similar duties and responsibilities are plan to establish a compensation system that will a11ow assigned to the same salary level. The Human the Village to effectively compete for qualified Resource office conducts periodic studies of personnel and to ensure that salaries are equitable and various jobs when there is an indicarion the commensurate with the duties performed by each employee is working above or below the employee. established responsibilities for that position. The salary schedule shall be adopted by the Viliage '�ese studies are normally iniriated at the Council and shall apply to all employees not covered request of the Department Head and are by a labor coni�act. Employees covered by labor conducted in accordance with the Administrative contract shall be compensated as referenced in the Policy on Reclassificatians. applicable labor agreement. Copies of labor Maintenance of the Salary Plan: The Human agreements aze available for viewing in the Human Resource office shall be responsible for the Resource Office. continuous maintenance and administration of IL NEW EMPLOYEES• the Village's Compensation Plan. The review • will include an analysis of prevailing rates of pay All new employees will ordinarily be paid the for similaz positions in comparable labor minimum in the appropriate salary range except as markets, organization, cost-of-living factors, approved by the Village Manager. budgetary considerarions, and other related 1 factors. On the basis of this information, the Auman Resource Director shall recommend reclassifications to keep the plan current. Such changes shall be approved by the Village Manager and shall be submitted in the annual budget to the Village Councit. DRAFTED:RLG/Feb13,2004/Files:Compensation 4.1 APPROVAL: MICHAEL COUZ7A, MANAGER TEQUESTA,FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY agreeinent. TTTLE: COMPENSATORY TIMEfOVERTIME II. RESPONSIBILITIES: POLICY: 4.2 A. Department Heads: EFFECTIVE: July 1, 2004 1. It shall be tlie responsibility of each Depariment Head to equitably administer the provisions of this policy within REPLACES: 410 (March 2(IQl) their respective depart[nents. PAGES: 1 2• Departmerrt Heads are the authorized authori#y for the approval of overtime requests. It shall be the responsibility of the Department Head to deternune whether overtime or CONTENTS: This policy consists of the following compensatory time be granted to the employee when numbered sections: comgensatory time is requested in lieu of overtime by the employee. I. Policy Statement II. Responsibilities 3. Deparhnent Heads shall ensure that all overtime and PURPOSE: To establish li idelines for the �mpensatory time earned and used is recorded on the proper p° � � payroll report. recording, utilization, and auditing of overtime and compensatory time performed by employees of the Viilage. 4. Department Heads will have discretion in the utilization I. POLICY STATEMENT: of overtime within their deparhments. Temporary adjustments in working houts or reatignment of duties within A. FLSA: T'his policy shall not be interpreted so as to �►e departrr►ent should be considered as alternatives to the use contravene the provisions of the Federal Fair Labor of overtime. Standards Act (FLSA). Union employees shall receive overtime pay in accordance with their labor agreement. B� ��vidual Employee: It is the responsibility of the individual employee to request compensatory time in lieu of B. Overtime: Overtime shall be defined as all work overtime if so desired. performed in excess of 40 hours during the regular the work � Finance Deparlxnent: week. Overtime shall be paid at a rate of one and one-half times the employee's slraight time hourly rate. 1. The Finance Deparlxnent shall ensure that a permanent C. Compensatory Time: Compensatory time is defined as record of overtime/compensatory time accrued and used is time off granted to an employee in lieu of overtime for kept on all employees based on information provided by hours worked which exceed 40 hours during the regularly Department Heads, and that the proper financiat transactions scheduled work week. are completed at the end of each pay period. D. Upon request of the employee, the Village may grant 2. Upon separation from employment, the Human compensatory time off in lieu of paid overtime at its Resource Depariment shall ensure that eligible employees discretion at the ra#e of one and one-half times the hours �'e paid all unused compensatory time. worked. DRAFI'ED: RLG/Feb 13, 2004/Fyled: Overtime 4.2 E. Compensatory time off may be accumulated to a APPROVAL: maximum of 80 hours to be used at a later time upon mutual MICHAEL COUZZO, MANAGER 1 VILLAGE OF TEQUESTA PERSONNEI� POI,ICY TITLE: DEMOTIONS POLICY: 4.3 EFFECTIVE: July 1, 2(104 REPLACED: 3.06 (March 2001) PAGES: 1 CONTENTS: This policy consists of the following numbered sections: I. Policy Statement PURPOSE: To establish a policy for demotions. I POLICY STATEMENT: An employee reassigned to a position in a lower classification regardless of the reason will receive a cut in pay commensurate with the nature of the demotion as determined by the Department Head in consultation with the Human Resource Department. Demotions do not change the person's date of hire. No employee shall be demoted to a position for which he or she does not possess the minimum qualifications. Persons demoted to new positions will be subject to the standard probationary period for the new position, unless specifically waived by the Village Manager. DRAFTED: RLG/Feb 18, 2004/Filed: Demo6ons 4.3 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 1 VILLAGE OF TEQUESTA PERSONNEL POLICY position descriptions may be requested through the TTTLE: CLASSIFICATION PLAN Departtnent Head or the Human Resource Office. POLICY: 4.4 DRAFTED: RLG/Feb 1S, 2004/Filed: Classification Plan 4.4 EFFECTIVE: July 1, 2004 REPLACED: 3.01(March 2001) AI'1'ROVAL: MICHAEL COUZZO, MANAGER PAGES: 1 TEQUESTA, FLORIDA CONTENTS: This policy consists of the following numbered sections: I. Policy Statement PURPOSE: To provide for position descriptions for all Village positions. I. POLICY STATEMENT: Posirion descriptions and job specifications shall be maintained by the Human Resource Office for all full-time and part-time positions. The position descriptions shall include: job titles and job specifications including supervision exercised, examples of duties, minimum qualifications and special requirements. The position description does not constitute an employment agreement between the Village and employee and is subject to change as the needs of the Village and the requirements of the job change. Examples of duties listed in the position description are intended only as illustrations of the various types of work perFormed. The omissions of specific statements of duties does not exclude them from the position if the work is similazly related or a logical assignment to the position. Each employee's position description is maintaiu�d as part of his/her personnel file. Addirional co.pies af : � VILLAGE OF TEQUESTA PERSONNEL POLICY In cases where only one employee applies for a TTTLE: PROMOTTONS position and the person's abilities and qualifications are l�own to the hiring deparhnent, the formal selection POLICi 4S process may be dispensed witli upon concurrence of the Human Resource Office. EFFECTIVE: July 1, 2004 No offer of promotion may be made to any employee REPLACED• 3.06 (March 20tt1) prior to completion of the recruitment and selection � process. Temporary assignnnents may be made by the PAGES• 1 Departmerrt Head for a specified time or assignment as � necessary. Such appointments are made on "acting" basis and the employee returns to his or her regular CONTENTS: This policy consists of the following position upon completion of the assignment. The numbered sections: actual salary for "acting" appointments is set by the Department Head in consultation with tlie Human I. Policy Statement Resource Office, pursuant to the Administrative Policy on WORKING OUT-OF-CLASSIFICATION: PURPOSE: To establish a policy for application and appointrnent to vacant positions by current employees. Unless otherwise provided by union contract, whenever an employee is promoted to a higher I. POLICY STATEMENT: position, ar whenever an employee's position is upgraded, said employee will enter the new The Village attempts to fill all vacant positions with gradelposition at the entry level salary of the new qualified Village ernployees before advertising to the position. In the event the entry level salary of the new general public, following a policy of upward mobility or upgraded position does not provide a salary increase whenever possible. Promotions will be based on of 5% or more, the employee shall enter at the next exemplary performance and on a demonstration of closest step which provides a salary increase of 5% or abilities and skills required for a higher paying more. The new pay rate, upon promotion, sha11 not position. exceed the maximum of the new pay range. Employees are encouraged to apply for any vacancy Persons so promoted will be subject to the standard for which they may qualify in accordance with the probationary period for th$ new position, unless Administrative Policy on HIItING PROCESS. specifically waived by the Manager's office. Those who fail the probationary period may re-assume any Generally, employees are e�ected to serve in their prior appointanent held prior to the promotion unless current position for at least a year before being that position has been filled. considered for a promotion or transfer. DRAFI'ED: RI.G/Mar 15, 2004/Filed: Promotions 4.5 Selection of an employee for a promotion (or lateral transfer) is based on past work record, education, lmowledge of the job duties, as well as time in service APPROVAL MICAAEL COUZZO, MANAGER When considering the promotion (or lateral transfer) of TEQUESTA, FLORIDA Village employees having the same or similar qualifications, the position wi�l be filled after considering the factors listed above. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY The request will be reviewed by the Human Resource TTTLE• RECLASSIFICATION Offce. If the request is just�ed, the budget impact • PROCEDURE will be determined, and an Issues and Oprion paper prepared for review by the Village Manager, and POLICY 4.6 subsequently the Village Council. If approved, the Human Resource Office will take the necessary steps EFFEC'TIVE: July 1, 2004 to affect the reclassification. No reclassification involving an upgrade of salaty not requested and REPLACED• 3.01(March 2001) approved as part of the budget process will be affected ' without Council approval. p�s: i If the Village Manager does not concur with the request, the Department Head will be provided with CONTENTS: This policy consists of the following reasons. The Village Manager shall be the final numbered sections: decision maker for all reclassification requests. I. Policy Statement If the requested action is for a downgrading of a position, and the Village Manager concurs, the Village PURPOSE: To establish Village policy and Manager sha11 coordinate implementation steps. procedures for the request, consideration, and approval of posirion reclassification. Any employee who considers his/her position improperly classified shall first submit a request in I. POLICY STATEMENT: writing for reclassificarion to his/her Deparhment Head who shall review the request and transmit it with Revision of position descriptions and re-allocations written recommendarion to the Human Resource within the classification plan shall be made as often as Office. is necessary to provide current information on pOSltioIIS iirid C18SS0S. DRAF'I'ED: RLG/Mar 15, 2004/Filed: Reclassification 4.6 It shall be the duty of the Human Resource Office to examine the nature of all positions and to allocate them APPROVAL: to existing or newly created classes, to make changes MICHAEL COUZZO, MANAGER in the classification plan as are made necessary by TEQUESTA, FLORIDA changes in the duties and responsibilities of e�sting positions, and to periodically review the entire classification plan and recommend appropriate changes in the allocations or in the classification plan. When a new position is requested by a Department Head or the duties of an old position are substantially changed, the Depariment Head shall submit a written recommendation to the Human Resource �ce including justification for the reclassification, emphasizing changes in position responsibilities or requirements for qualifications (i.e. experience, education, certifications, etc.). 1 VILLAGE OF TEQUESTA PERSONNEL POLICY 3. The performance of such duties must be for TITLE WORIaNG OU'I' OF CLASSIFICATION � extended period of time, wherein a need e�cists to fulfill the duties and responsibilities of the vacant POLICY: 4.7 position. An extended period of time is generally considered as an assumption of duties and EFFECTIVE: July 1, 2004 responsibilities that will last in excess of two (2) work days. REVLSED: 3.01(March 2001) 4. Working out of classification compensation PAGES• i shall be allowed only after written recommendarion of � the Department Head and concurrence by the Human Resource Director. Recommendation and designation CONTENTS: This policy consists of the following shall Ue accomplished prior to the assumprion of numbered sections: higher classification responsibilities. I. Policy Statement 5. The employee's compensarion will be increased to the starting salary of the higher PURPOSE: To define and delineate circumstances classification in which the employee is substituting, or when an employee will receive compensation for the five percent (5%), whichever is higher. performance of duties in a higher classification than he/she normally performs. 6. When the temporary assignment is completed, the employee's salary will be readjusted to SCOPE: The provisions of this policy apply to a11 its previous level on the level where it would have emplayees of the Village unless e�sting labor attained, including general salary adjustment and cont�acts specifically provide for a Working Out of within range increases, if the out-of-classification pay Classification procedure. had not been made. The employee's date of hire and anniversazy date will remain unchanged throughout the I. POLICY STATEMENT: temporary assignment. 1. Compensation for working out of DRAFPED: RLGIMar 15, 2004/Fited: Wort�ng out of classification is provided as monetary recognition to an c�agsiscaaon 4.� employee for the assumption and performance of duties normally performed by an employee of higher classification. APPROVAL: MICHAEL COUZZO, MANAGER 2. The assumption and performance of the TEQLTESTA, FLORIDA duties of the higher classification must encompass the full range of responsibilities of the higher classification. This shall not apply to temporary assignments which are made pursuant to prior mutual agreement between the employee and his or her immediate supervisor for the purpose of providing a training opportunity to �e employee, for a mutually agreed upon period of time. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY If the employee accepts the position, it will be the TITLE: TRANSFERS responsibility of the iwo Department Heads, along with the employee, to reach agreement on a transfer POLICY: 4.8 date. In the event satisfactory agreement cannot be reached on this matter, it will be forwarded to the E�ECTIVE: July 1, 2004 Village Manager for a decision. Every effort should be made to accomplish the transfer within two weeks REPLACED• 3.06 (March 2001) of the offer's acceptance. PAGES: 1 The salary offered to the employee must be consistent with the salary and requirements of the new position. Thus, an employee who meets only the minimum CONTENTS: This policy consists of the following requirements for the position will be started at the numbered sections: bottom of the salary range regardless of the employee's current salary. Employees who exceed the minimum I. Policy Statement requirements for the position may be offered a salary consistent with the employee's level of skills, PURPOSE: To establish a policy for lateral transfers experience, and knowledge. by Village employees. Transfer employees will serve a probationary period in L POLICY STATEMENT: his/her new position. Transfer employees remain eligible for all fringe benefits, included with the Any current employee (regular part-time or regular previous position. full-time) interested in applying for a transfer must file a completed Village applicarion form with the Human If the position to which an employee transfers carries Resource Office in accordance with insttuctions listed benefits different from i�ose of the previous position, on the employment opportunities notice. the benefits of the new position apply. Any exceptions must be stated in writing and be authorized by the If tlie employee meets the stated requirements for the Village Manager. position he/she will proceed through the regular hiring procedures with all other applicants as described in the Transfers may also be initiated by the Village in Administrative Policy on IiIRING PROCESS. instances where the Village's best interests may be Transfers are made only when the Village's service served. will benefit. Generally, employees are expected to serve in tlieir current position far at least one year Additional information is included in the before being considered for promotions or transfers. Administrative Po�icies on PROMOTIONS or All else being equal, current Village employees will be DEMOTIONS. given priority for open positions. DRAFTED: RLG/Mar 15, 20041Filed: Transfers 4.8 The personnel file of the transfer applicant will be made available to the Depariment head responslble for filling the open position APPROVAL MICHAEL COUZZO, MANAGER If the current employee is selected, his/her Deparlment 7'EQi7ESTA, FLORIDA Head will be advised prior to the offer being made to the employee. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY DRAFTED: RI.G/Mar 15, 2004/Filed: Gamishment 4.9 TITLE: GARNISHMENT POLICY: 4.9 APPROVAL: MICHAEL COUZZO, MANAGER EFF'ECTIVE: July 1, 2004 TEQUESTA, FLORIDA REPLACED: NEW PAGES: I CONTENTS: This policy consists of the following numbered sections: I. Policy Statement II. Procedure PURPOSE: To provide a procedure for handling garnishment of an employee's wages. I. POLICY STATEMENT: Any writ of garnishment will be received and signed for by a member of the Human Resource Depardnent. Garnishment is a statutory proceeding whereby an employee's wages may be applied to payment of an employee's debt. II. PROCEDURE: A writ of garnishment will be forwarded immediately to the Human Resource Office. The Human Resource Office will forward a copy of the writ to the Finance Depariment for processing. The Finance Deparfinent will make the necessary deductions from the employee's wages and a check for the garnished amount will be written and forwarded to the Creditor as directed. The Human Resource Office will notify the employee, in writing, that the garnishment has been processed 1 VILLFiGE OF TEQUESTA PERSONNEL Pf3LICY 'TITLE: PAY PERIODS POLICY: 4.10 • EFFECTIVE: Juty 1, 2004 REPLACED: 4.08 (March 2001) PAGES: 1 CONTENTS: This policy consists of the following numbered sections: I. Policy Statement PURPOSE: To establish a uniform pay period schedule for Village employees. L POLICY STATEMENT: Regular Village Employees are paid every other Thtusday. There are 26 pay periods in the year. If a pay day falls on a holiday (Friday after Thanksgiving), the day of pay shall be the last working day preceding the normal pay day. Wages and salaries are calculated on an hourly basis. . Checks are distributed by the Payroll officer to each deparixnent by 4:00 PM on the Thursday following the close of the pay period. Employees receive, with each paycheck, a statement of earnings, deductions, vacation, sick leave balances, and compensatory time balances for the period covered by the payment. DRAFI'ED: RLGJMar 15, 2004/Filed: Pay Periods 4.10 APPROVAL: MIC.AAEL COUZZO, MANAGER TEQUESTA, FLORIDA 1 VILLAGE OF TEQUESTA PERSONNEL POLICY TITLE: PAY ADVANCES POLICY: 4.11 EFFECTIVE: July 1, 2004 REPLACED: NEW PAGES: 1 CONTENTS: This policy consists of the following numbered sections: I. Policy Statement PURPOSE: To establish a uniform policy for Village employees regarding pay advances. I. POLICY STATEMENT: Requests for paychecks in advance of the regular pay date cannot be granted. An employee leaving on vacation may request an advance on payroll by: (1) Proviciing his/her Department Head with a written request. (2) Department Head will approve or disapprove request. Approved requests will be _ forwazderl to the �inance Department. Pay advances for vacarion pay may be granted provided the Finance Departmeut is provided with sufficient notice prior to the beginning of the vacation. Refer to the Administrative Policy on VACATION LEAVE, for additional procedures and information. D1tAF1'ED:1tLG/Mar 15, 2004/Filed: Pay Advances 4.11 APPROVAL: NIICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 1 VILLAGE OF TEQUESTA PERSONNEI� POLICY With each paycheck, the Village employee receives a TITLE: PAYROLL DEDUCTIONS statement of deducrions and earnings that itemizes the various deductions made, as well as appropriate POLICY: 4.12 cumulative totals. A record of sick leave and vacation time will also appear on the paycheck stub following EFF'ECTIVE: July i, 2004 successful completion of related probationary periods. REPLACED: NEW It is the employee's responsibility to maintain current payroll deduction information with the Finance PAGE3 : 1 Departmen� Employees wishing to add or change their payroll CONTENTS: This policy consists of the following deductions should contact the Payroll Oi�cer. numbered sections: DRAFI ED: RLG/Mar 15, 2004/F'iled: Payroll Deductions 4.12 I. Policy Statement PURPOSE: To define required and voluntary payroll APPROVAL: deductions for Village employees. MICHAEL COU7Z0, MANAGER TEQUESTA, FLORIDA L POLICY STATEMENT: The following deductions are required by law &om each employee paycheck: l. Federal Income Tax withholding. 2. Social Security. 3. Retirement contribution (eligible employees only). 4. Deductions authorized by law, such as garnishments. Additional deductions �at are optional and may be requested by the employee include: 1. Payment to a Village-approved Credit Union 2. Deferred compensation 3. Union dues and initiation fees (if provided in labor agreement) 4. Payment of health insurance premium (if applicable) 5. Payment of dental insurance premium (if applicable) 1 VILLAGE OF TEQUESTA PERSONNEL POLICY Payroll records shall be maintained by the Village for a TITLE: PAYROLL PREPARATION ��� of seven years. POLICY 4.13 Falsification of time records for payroll purposes is reason for discipline as per the Administrative Policy EFFECTIVE: Juty 1, 2004 on EMPLOYEE CONDUCT. � �`,�, Employees may direct inquiries concerning payroll matters to the Human Resource Office. PAGES: 1 DRAFI'ED: RLG/Mar 15, 2�/F51ed: Payroll Preparation 4.13 CONTENTS: This policy consists of the following numbered sections: APPROVAL: MICHAEL COUZZO, MANAGER I. Policy Statement TEQUESTA, FLORIDA PURPOSE: To establish guidelines for preparation of Village payrolls. L POLICY STATEMENT: Payroll reports are to be completed by each departrnent. The payroll reports sha11 include: each employee name; employee number; depariment; pay period; hours to be compensated broken down on a daily basis into hours worked; holiday time, sick leave, compensatory time, vacation, leave without pay, etc; and Department Head's signature. The Finance Departrnent shall compute earnings as well as deductions. Changes in rate, position, and status shall be supported by a Personnel Action Form approved by the Depariment Head/Supervisor and Human Resource Director. The Personnel Action Form {PAF) shall be made a part of the personal history record of the employee. No salary change shall be implemented unless accompanied by an approved PAF. Paychecks will be distributed to a representative from each depariment unless otber airangements have been pre-approved A�n employee's paycheck may be released to the employee's spouse, designated family mamber, or to another person only if authorized l�y the employee. 1 VILLAGE OF TEQUESTA PERSONNEI� POLICY separation. TITLE: SICK LEAVE Temporary employees and Interim Firefighters are POLICY• 51 not eligible for sick teave payment. EFFECTIVE: July 1, 2004 II. ACCRUALS AND BENEFITS: REPLACES• March 20Q1 Sick leave granted and not used shall accrue to the ' credit of each such employee, up to a maximum total PA�GES : 3 accumulation of one thousand su� hundred (1,600) hours. However, sick leave accrual shall be reduced ten (10%) each fiscal year as follows: CoNTENTS : Tl�is policy consists of the following numbered sections: Effective October 1, 2004, 180 days (1440 hours): Effective Oatober 1, 2005, 162 days (1296 hours). I. Policy Statemeut II. Accn�als and Benefits �n anY case in which an employee shall be entitled to III. Notification benefits or payments under the Workers' N. Sick Leave Usage Compensation Act or similar legislation of the State, V. Employee Responsibilities or any other governmental unit, the Village shall pay VI. Sick Lea.ve Sharing the difference between the benefits and payments VII. Termination received under such Act by such employee and the regulaz rate of compensation he would have received PURPOSE• To establish guidelines for the use of from the Village if able to work. Tfie foregoing sick leave for personal illness and on-the job injuries payment or contribution by the Village shall be for Village employees. limited to the period of time that such employee had accumulated sick leave credits as hereinabove 1. POLICY STATEMENT• specified. Furthermore, the sick leave benefits herein ` specified shall not be applicable to any employee General. All full-time and part-time employees shall Who is covered by any relief and pension act or be entitled to sick leave as follows: similar legislation providing for sicl�ess and/or disability payments, or the State, granting Sick leave shall accrue as provided herein from the substantially equal or greater benefits than herein date of inirial employment. Un-represented full-time provided. Sick leave shall not accrue during leaves employees shall be granted sick leave at the rate of of absence without pay. eight (8) hours for each calendar month of service. The accrual of sick leave for represented employees �• NOTII+'ICATION: shall be in accordance with the applicable collective bargaining agreement. Full time firefighters earn �en any employee utilizes sick leave he/she must 10.5 hours per month. Part-time employees may be notify his or her Department Head or designated granted a pro rata rate for each calendar month of supervisor immediately. Notification should be service. Any accrued sick time used during the first ��� 30 minutes after the beginning of the su� months of employment, shall be reimbursed back scheduled workday. Failure to do so may result in to the Village if the employee fails to successfully denial of sick leave pay and disciplinary action, if complete probation. This deduction will be withheld appropriate. The employee should also let the from the employee's final paycheck at the time of suP�sor know when he/she expects to return to wark. Police and Firefighters have more stringent 1 notification requirements because of their need to provide adequate shift coverage. It is the responsibility of the Human Resource Director to ensure that proper accountability of sick A full-time employee who is on sick leave as above leave is kept on a11 eligible employees. This shall speciffed for a period of five (5) days or longer shall, include keeping a record of accruals and utilization. bring a doctor's release statement indicating any work restrictions. Departments may establish more restrictive sick leave procedures as long as they are not in conflict An employee who is on disability or sick leave shall with applicable labor contracts and are necessary for keep his/her supervisor aavised on a daily basis as to the effective operation of the department. the employee's condition and expected date of return to duty. If requested, the employee shall provide a VI. SICK LEAVE SHARING: doctor's cert�cate stating the cause of the absence and the nature of the illness before sick leave The Village Manager may permit a full-time or part- payment is authorized. time employee to receive sick leave donations from other qualified employees under this subsection if: IV. SICK LEAVE USAGE: 1. The employee suffers from an illness, injury, Sick leave benefits shall apply to bona fide cases of impairment, or physical or mental condition which is sickness, accidents, doctor or dental appointrnents, of an extraordinary or severe nature and which has maternity leave, and requests for the employee's caused, or is likely to cause, the employee to: presence by unmediate family, doctor or ciergy due (a) Go on leave without pay status; or to family illness or emergency. (b) Terminate Village empIoyment, Sick leave shall be rounded off to the nearest half 2. The employee's absence and the use of shared sick hour. leave are justified; No sick leave will be given to an employee in excess 3. The employee has depleted or will shortly deplete of the amount earned and available to the employee. his or her annual vacation leave and sick leave reserves; Wh� an employee is transferred to another position, any �mused Sick Leave which may have accumulated 4. 'I'he employee has abided by a11 personnel rules to i�e employee's credit shall transfer with the regarding sick leave use. employee. The Village Manager shall determine the amount of An employee may utilize vacation time when sick sick leave, if any, which an employee may receive leave has been e�austed, with authorization from under this section. However, an employee shall not their Department Head. receive, in donations, a total of more than seven hundred and twenty hours (720) of donated sick Earned sick leave accruals me�st be exhausted prior to leave. taking an unpaid medical leave of absence. Donated sick leave shall be utilized in the order of V. EMPLOYEE RESPONSIBILITIES: receipt by the Village Manager. Such leave shall be donated in eight (8) hour increments. It is ihe responsibi�ity of each Department Head or designated supervisor to ensure the provisions of this The amount of sick leave time transfened under this policy are observed. Correcrive action should be . section which remains unused shall be returned to the taken in instances of suspected abuses or employee or employees who transferred the leave at misinterpretation of the utilization of sick leave. the ti�ne the Village Manager finds that the leave is no longer needed or will not be needed at a future Department Heads will ensure that any sick leave time in connecCion with the illness or injury for which used will be reflected with the submission of time the leave was transferred. sheets. 2 VII. TERMINATION: Employees who resign with the proper two-week notice and who have been an employee for at least . one year are reimbursed for a portion of sick leave accrued. Payment for any sick leave shall be provided to those full-time and part-time who have successfully completed their probationary period. The amount of reimbursement shall be a percentage of any accrued sick leave, up to the maximum accrual amount. The percentage is based on whole completed years af service with the Village as follows: One (1) through four (4) completed years of employment — 25 percent reimbursement for sick leave. Five (5) through nine (9) completed years of employment — 33 percent reimbursement for sick leave. Ten (10) through fifteen (15) completed years of employment — 45 percent reimbursement for sick leave. Twenty (20) or more completed years of employment — 50 percent reimbursement for sick leave. DRa&TED : RI,G/Dec 29,20t13�1ed: Sick I.eave 5.1 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 3 VILLAGE OE TEQUESTA PERSONNEL POLICY Unless specified otherwise in an applicable collective TTTLE: VACATION LEAVE bargaining agreement, an employee may accumulate up to a maYimum of 320 hours (40 da.ys) accrued POLICY: 5.2 vacation leave. Vacation time earned in excess of said maximum limit shall be used prior to October 1 E�'FECTIVE: July 1, 20l14 of each year or forfeited. REPLACED: March 2001 Vacation leave shall be expended in increments of not less than two (2) hours. Vacations shall be PAGES: 2 scheduled at such times as the Deparlment Head approves and finds most suitable after considering the wishes of the employee and the requirements of the CONTENTS: This policy consists of the following department. numbered sections: III. PART-TIME EMPLOYEES: I. Policy StaYement II. Full-Time Employees Vacation Leave far Part-Time Employees: part time III. Part-Time Employees employees who separate from the Village may IV. Approval Process receive compensation at their regular rate of pay for each hour of vacation earned. Part-time employees PiJRPOSE: To outline vacation policy for shall accrue vacation at the rate of 2.4b 15 hours per employees. To assure that vacation schedules are pay period or sixty four (64) hours per year. made with full reference to the operating needs of the Village. To provide for a procedure of approval and TRANSFERS. If an employee transfers from one communication. department within the Village to another, the vacation leave credits shall also be txansferred. L POLICY STATEMENT: The established period of determ'm?ng vacation credit After completion of the initial probationary period, will be from the employee's date of hire. Vacation employees are eligible to use vacation leave. After credit earned by an employee cannot be transferred to the successful coinpletion of the probationary period, another employee. employees are credited the amount of vacation leave accrued from the date of hire. An employee who Temporary employees shall not earn vacation nor be separates from employment prior to the successful entitled to vacation upon separation. completion of the probationary period is not entitled to a payout for any vacation lea�e. Represented employees earn vacation time in accordance with their respective union agreement. Vacation leave is accrued at the following rates: Vacarion leave will not accrue while an employee is II. FULL-TIME EMPLOYEES. on leave of absence without pay. Accrued and unused vacation leave may be used to supplement Date of hire through fourth (4) year- 10 days/80 hrs. sick leave if the employee has exhausted sick leave accruals. Fifth (5) year through ninth (9) year-15 days/120 hrs. Paid holidays occurring during vacation are not Tenth (10) year or more — 20 days/160 hrs. charged to vacation. 1 IV. APPROVAL PROCESS: 1. Department Heads are responsible far managing the vacation schedules in their departments and for administering the provisions of this policy. 2. The Village Manager shall approve all vacation schedules for Depariment Heads. 3. Vacation approvals by Department Heads and by the Village Manager shall be made only when the efficiency of Village operatians will not be adversely affected. 4. Unless approved by the Village Manager: a. A Department Head and next . ranking employee cannot take vacations at the same time, and b. No more than three (3) Department Heads shall take vacation at the same time. DRAF'I�D: RLG/Feb 03, 2004/Filed: VacaHon 5.2 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY Part-time employees shall receive a pro rata share of TITLE: VII�LAGE HOLIDAYS compensation at their regular straight titne hourly rate for each approved holiday. POLICY: 5.3 If any holiday mentioned above falls on an EFFECTIVE Juiy i, 2004 employee's regularly scheduled day off, the employee shall be compensated either through holiday pay or REPLACES: 5.01(March 2001} holiday compensatory time. PAGES 1 �� a hoiiday falls within a period af paid leave, the holiday shall not be counted as a leave day in computing the amount of leave debited. CONTENTS: This policy consists of the following numbered sections: Non-exempt employees required to work on any designated holiday shall receive overtime pay in I. Policy Statement addition to the holiday pay. PURPOSE: To provide a policy for uniform nxa�rEn :12LG/Feb 12, 2004/Filed xouaays 5.3 administration of standard Village holidays. I. POLICY STATEMENT: APPROVAL: MICHAEL COUZZO, MANAGER The Village shall celebrate the following holidays off TEQITESTA, FI.ORIDA with pay for full-tirne and part-time non-union employees: NEW YEAR'S DAY - January 1 MARTIN LUTI�R KING - 3rd Monday in January PRESIDENT'S DAY - 3rd Monday of Februaiy MEMORIAL DAY - Last Monday of May INDEPENDENCE DAY - July 4 LABOR DAY - 1 st Monday of September VETERAN'S DAY - November 11 THANKSGNING DAY- 4th Thursday of November DAY AFTER THANKSGIVING CHRISTMAS EVE DAY — December 24 CHRISTMAS DAY - December 25 NEW YEAR'S EVE — December 31 In the event a holiday falis upon a Sunday, the following Monday shall be deemed to be tli� Iegal holiday. In the event the legal holiday fa1Ts on a Saturday, the preceding Friday shall be deemed to be the Iega1 holiday. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY The employee must notify his/her immediate TITLE: BEREAVEMENT LEAVE supervisor upon making determination to take time off from wark. POLICY: 5.4 Employees who fail to return to work on the date EFFECTIVE: July 1, 2004 specified to the Department Head without receiving an extension are subject to disciplinary action up to REPLACES: 5.03 (March 2001) and including termination. PAGES: 1 DRAFTED: RLG/Feb 24, 2004/Filed: Bereavement I,eave 5.4 CONTENTS: This policy consists of the following APPROVAL: numbered sections: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA I. Policy Statement PURPOSE: To establish guidelines for the use of Bereavement leave due to death in the employee's immediate family. I. POLICY STATEMENT: Represented employees receive bereavement leave in accordance with the provisions of their applicable collective bargaining agreement. A non-represented full-time or part-time employee who has a member of his immediate family taken by death sha11 receive up to three da.ys (24 hours) off with pay as bereavement leave to arrauge and/or attend funeral acrivities. "Immediate family" shall be defined as spouse, mother, father, mother-in-law, father-in-law, children, sister, brother, daughter-in-law, son-in-law, sister-in-law, brother-in-law, grandparents and grandchildren. If additional time is necessary, it shall be taken as vacation or unpaid leave if vacation has been exhausted with advance authorization by the appropriate Department Head and/or the Vi���ge Manager. Time for attendance at funeral of otliers may be granted without pay or made up within the same pay period. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY unless that time is accrued vacation or personal leave. TITLE: JiJRY/COURT LEAVE Court payments for travel expenses are to be retained by the employee. POLICY: 5.5 The employee may keep any court payment for EFFECTIVE: July 1, 2004 services performed on the days of his/her regularly scheduled weekend or performed while on vacation REPLACED: 5.02 (March 2001) or personal leave. PAGES 1 Employees are required to return to work after being released from jury duty although no more than the regularly scheduled number of hours for both jury CONTENTS: This policy consists of the following duty and work shall be required. If excused as a juror nwnbered sections: on any given day, the employee is expected to contact his/her supervisor and to report to work as I. Policy Statement instructed. PURPOSE: To establish a policy for juty leave for DRAt� rEn:1u,G/1v�ar 11, 2004/Fi�ed Jury/Court Leave SS Village employees. L POLICY STATEMENT: APPROVAL: MICHAEL COUZZO, MANAGER Any full-time or part-time employee who is required TEQUESTA, FLORIDA to serve on a jury, or as a result of official Village of Tequesta duties is required to appear before a court, legislative committee or quasi judicial body as a witness in response to a subpoena or other directive, shall be allowed authorized leave with pay less any amount received for such service. A probarionary employee called will have his/her probationary period extended to by the same amount of time as required for serving on jury duty. An employee who receives notice of jury duty or witness service must notify his/her supervisor immediately so that arrangements may be made to cover the position. The employee is responsible to turn over jury or witness fees to the Finance Department, excluding mileage fees. Time away will not affect vacation, sick leave or personal leave accruals. Employees who appear in court as the plaintiff or defendant in any action not related to their official duties shall not be paid for tune away from work 1 VILLAGE OF TEQUESTA PERSONNEI� POLICY c. The Village will not require the employee to use TITL,E: MILITARY LEAVE normal annual leave (accrued vacation) for such purposes. The employee may; however, request use POLICY: 5.6 of vacation, campensatory time, or leave without pay to supplement absences for military duty. EFFECTIVE: duly 1, 2004 d. An employee who is called to or volunteers for REPLACED: 5.02 March 2001 service with the armed forces of the United States or the National Guard is eligible for reinstatement in PAGES: 2 his/her position upon completion of service, providing that the period of service is four years or less. CONTENTS: This policy consists of the following numbered sections: e. The Village will make a reasonable effort to adjust work schedules and assignments to accommodate I. Employer's Responsibilities employees fulfilling military obligations. II. Employee's Responsibilities III. Accounting Procedures f. An employee promoted or hired to fill a vacancy created by a person on rnilitary leave is appointed to PURPOSE: To establish procedures for the position subject to the return of the absent requesting and accounting for leaves of absence by employee. Upon such return, a promoted employee employees of the Village for participation in is restored to his/her original position or an obligations with the United States Armed Forces. equivalent position. A replacement employee is subject to layoff if no other position is available. SCOPE: This policy applies to all Village employees who are affiliated with the United States n, EMPLOYEE'S RESPONSIBILITIES: Armed Forces, National Guazd or Coast Guard. a. The employee is responsible to provide to their I. EMPLOYER'S RESPONSIBILITIES: department head copies of all military orders, which will result in a leave of absence for active military a. The Village will release employees for service duty. Orders must specify the duties of absence, . with the Armed Forces when the employee promulgation authority, letter order number and participates in: signature of issuing authority. Employees are required to notify their supervisors at the earliest 1. Annual Training (summer camp) possible date upon leaming of scheduled military 2. Active Duty of Training (school) duty. 3 Inactive Duty Training Assemblies (weekend drills) b. Employees who fail to return to work on the date 4. Extended leave of absence for voluntary specified in the leave request vvithout receiving an active duty service (enlistment) extension in advance or without providing 5. Involuntary call-up appropriate and acceptable documentarion regarding the need for an extension will be subject to b. Military leave of absence shall result in no loss �ciplinary action up to and including termination. of seniority status or benefits, which would have normally accrued if the employee had not been c. Inactive duty training dates (weekend drills) absent for such purposes. should be provided to the Depariment Head as soon as available if the dates conflict with scheduled 1 employment with tlie Village. III. ACCOUNTING PROCEDURES: a. All military leaves will be processed via the Personnel Action form. b. Military Leave will be accounted for in increments of 24-hour periods (from 0001 hours to 2400 hours). c. It is the responsibility of the official verifying work schedules in each depart.ment to notate the use of militacy leave on the employee's payroll report. DRr1F1'ED:RLG/Mar.11,2004/Filed:Military Leave5.6 AP�ROVAL: MICHAEL COUZ7A, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY TITLE FAMILY OR MEDICAL LEAVE 4) a serious health condition, which shall be defined ��,A� as an illness of a serious and long-term nature resulting in recurring or lengthy absences. Treatment POLICY: SJ of such an illness would occur in an inpatient situation at a hospital, hospice, or residential medical EFFECTIVE: July 1, 2004 care facility, or would consist of continuing care provided by a licensed health care provider. REPLACED: SA2 March 2001 An employee may take leave if a serious health PAGES: 3 condition makes the employee unable to perform the functions of his/her position. Employees with questions about whether specific illnesses are CONTENTS: This policy consists of the following covered under this policy or under the Village's sick numbered sections: leave policy are encouraged to meet with a representative from the Human Resource I. Policy Statement Department. II. Covered Reasons III. Employee Eligibility III. EMPLOYEE ELIGIBILITY. An N. Calculation of Leave employee shali be entitled to farniiy leave when V. Procedures he/she meets the following criteria: PURPOSE: To establish a policy and guidelines 1) The employee has worked for at least 12 months for the use of family or medical leave for Village for the Village. The tweive months need not have employees. been consecutive. (If the employee was on the I. POLICY STATEMENT• payroll for part of a week, the Village will count the • entire week. The Village considers 52 weeks to be equal to twelve months.) General. As provided by the 1993 Family and Medical Leave Act (FMI,A), all eligible employees 2� The employee has to have worked for the shall be entitled to take up to 12 weeks of unpaid, employer for at least 1,250 hours over the 12 months job-protected leave during any 12 month period for before the leave would begin. specified family and medical reasons. IV. CALCULATION OF LEAVE. Eligible II. COVERED FAMILY OR MEDICAL employees can use up to 12 weeks of leave during REASONS. An eligibie employee shall be entitled any 12 month period. The Village will use a rolling to 12 weeks of unpaid leave during a 12-month 12 month period measured backward from the date period for one or more of the following reasons: an employee uses any FMLA leave. Each time an empioyee uses leave, the Village computes the 1) the birth or placement of a child for adoption or � of leave the employee has taken under this foster care; policy, subtracts it from the 12 weeks, and the balance remaining is the amount the employee is 2) to care for an immediate family member (spouse, entitled to take at that time. Far example, if an child, or parent) with a serious health condition; or, employee has taken 5 weeks of leave in the past 12 months, he or she could take an additional 7 weeks 3) to take medical leave when the employee is under this policy. unable to work because of a serious health condition. 1 Use of Paid and Unpaid Leave. If an employee has notice. If it is not possible to give 30 days notice, the accrued paid leave of less than 12 weeks, the employee must give as much notice as is possible. employee will use paid leave first and take the An employee undergoing planned medical treatment remainder of the twelve weeks as unpaid leave. is required to make a reasonable effort to schedule the treatment to rninimize disruptions to the Village's If an employee uses leave because of his/her own operations. serious medical condition or the serious health condition of an immediate family member, the While on leave, employees are requested to report employee will �rst use all paid vacation, personal or periodically to the Village regarding the status of the sick leave, and then will be eligible for unpaid leave. medical condition, and their intent to return to work. An employee using leave for the birth of a child will Procedure for Notice and Certification of Serious use paid sick leave for physical recovery after Health Condition. childbirth. The amount of sick leave utilized after On occasion, the Village may require the employee to this point will be decided on a case by case basis. provide notice of the need to utilize leave (where it is The employee then may use all paid vacation, possible to lmow beforehand) and/or may require the personal or family leave, and then will be eligible for employee to pravide certification of an employee's or unpaid leave for the remainder of the 12 weeks. immediate family member's serious health condition by a qualified healthcare provider. An employee using leave for the adoption or foster care of a child will use all paid vacation, personal or Qualified health care providers include: doctors of family leave first, and then will be eligible for unpaid medicine or osteopathy, podiatrists, dentist, clinical leave for the xemainder of the 12 weeks. psychologists, optometrists, and chiropractors, nurse practitioners and nurse-midwives aathorized to Intermittent Leave and Reduced Work Schedules practice under State law and performing within the In certain cases, intermittent use of the twelve weeks scope of their practice under state law; and Chrisrian of family or medical leave or a part of a reduced Science practitioners listed with the First Church of work week may be allowed by the Village. Christ, Scientist in Boston, Massachusetts. Employees wishing to use leave intermittently or to utilize a reduced work week for birth or adaption When seeking certification of a serious medical purposes will need to discuss and gain approval for condition, an employee should ensure that the such use from the employee's Department Head and certification contains the following: the Human Resource Department. 1) Date when the condition began; expected Employees may also use family or medical leave duration; diagnosis; and a brief statement of intermittently or as part of a reduced work week treatment. whenever it is medically necessary. If the need to use leave is foreseeable aud based on preplanned and 2) If employee is seeking medical leave for his/her prescheduled medical treatrnent, then the employee is own medical condition, certification should also responsible to schedule the treatment in a manner that include a statement that the employee is unable to does not unduly disrupt the Village's operations. Tlus perform the essential fiuuctions of the employee's provision is subject to the approval of the health care position. provider. 3) For a seriously ill family member, the certification V. �ROCEDUIZ]ES: should include a staternent that the patient requires assistance and that the employee's presence would be Procedure for requesting leave. All employees beneficial or desirable. requesting leave under this policy must complete the Family/Medical leave form available from the 4) If taking intermittent leave or working a reduced Human Resource Department. schedule, certification should include dates and duration of treatment and a statement of inedical When an employee plans to take leave under this necessity for taking intermittent leave or working a policy, the employee must give the Village 30 days reduced schedule. 2 If deemed necessary, the Village may ask for a second opinion. The Village will pay for the employee to get a certification from a second doctor, which the Village will select. If there is a conflict between the original certification and the second opinion, the Village may require the opinion of a third doctor. The Village and the employee will jointly select the third doctor, and the Village will pay for the opinion. The third opinion will be considered final. DRAFTED: RLG7Mar 12, 2004/Fi(ed: FMI,A 5.7 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 3 VILLAGE OF TEQUE5TA PERSONNEL POLICY exhausted. Sick leave accruals may not be used for TITLE: LEAVE OF ABSENCE non leaves. Medical leave without pay may be granted for a period not to exceed six months. POLICY: 5.8 Medical leave may be used for disability/illnesses (including maternity-related disabilities) which E�FECTIVE: July 1, 2004 extend beyond the period of accrued sick leave. (Vacation accruals may also be used before starting REPLACED: NEW an�paid medical leave after sick leave accruals are e�austed.) PAGES: 2 Requests for medical leave must be accompanied by documentation from the employee's attending CONTENTS: This policy consists of the following physician. All leave reques#s, both medical and numbered sections: non-medical, will be routed to the respective departnient head for approval. Approved requests I. Policy Statement shall be forwarded to the Village Manager for review and concurrence via the Personnel Action Form. PURPOSE• Under no circumstances may an employee use a � leave of absence to work for another employer or to 1) To establish procedures by which an pursue self-employment. Leaves are designed to employee may request a leave of absence from accommodate employees who have critical perso�al employment with the Village; 2) To establish situations only. conditions of which approved requests for leave of absence are administered. No sick leave, holiday, vacation benefits or any other fringe benefits shall accrue while the employee is on I. POLICY SATEMENT: -leave of absence without pay. The employee's anniversary date sha11 be adjusted to reflect the length Requests for leave of absence without pay shall be in of the absence for the purposes of computing writing on a Personnel Action Form and shall state longevity. specifically the reasons for the request, the date desired to begin tlie leave, and the date of return. The Any employee on an approved leave of absence may request shall normally be submitted by the employee continue his or her medisal, dental and life insurance to the affected Department Head. The Departrnent coverage by paying the full cost to the Village in Head shall recommend to the Village Manager advance for each month or portion thereof of which whether the request should be granted, modified, or he or she is absent, subject to limitations set by the denied. 'The Village Manager shall then make a insurance carrier. decision based upon the best interest of the Village, giving due consideration to the reasons given by the Upon expiration of the leave of absence, the employee, and the requirements of any applicable employee shall be reinstated in the position held at State and Federal laws. the time the Ieave was gra�►ted or another equivalent position. The Village Manager may grant a full-time employee a leave of absence without pay not to exceed ninety Upon extenuating circumstances, the appointing (90) days for non-medical purposes. Non-medical authority may grant an e�ension of a leave period leave is unpaid leave time for career advancement, upon written request by the employee. Such personal or fannily situations. Such leaves may be extension may not exceed three months and will be granted after vacation accrual has been based on departmental as well as employee 1 considerations. Employees who fail to return to work on the date specified in the leave request without receiving an ea�tension in advance are subject to disciplinary action up to and including termination. DRAFTED: RLG/Mar 15, 2004/Filed: I.eave of Absence 5.8 APPROVAL: NIICHAEL COUZ7A, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY indicated on all receipts. TITLE: TRAVEL EXPENSES b. Meals. Meal reimbursements for all POLICY: 6.1 overnight trips are to be itemized on tlie proper "Travel Fxpense" form. The reimbursement rates aze: EFFECTIVE: July 1, 2004 Breakfast — $ 3.00 REYISED: 4.07 Travel (March, 2001) Lunch — $ 6.00 Dinner -- $12.00 PAGES: 2 c. Mileage Allowance. Employees who utilize their personal vehicles on travel CONTENTS: This policy consists of the follawing assignments will be the allowable Florida statutes numbered sections: section 112.061 rate (the c�urent rate is twenry cents $0.29). Each employee who drives a private vehicle I. Policy Statement on Village business must have liability insurance on II. Overnight Trips said vehicle. III. Local Travel and Expenses IV. Non-Allowable Expenses When two or more employees are attending the same seminar, convention, or meeting, carpooling shall be PURPOSE: To establish policy guidelines on Village practiced whenever possible. The actual speedometer reimbursement for expenses while on Village business. reading from Village Hall to destination and return to Village Hall will be used. I. POLICY STATEMENT: If an employee for his or her own convenience travels It is the policy of the Village to reimburse employees by an indirect route or intemipts travel by tlie most for reasonable and necessary expenditures made by economical route, the employee shall bear any extra employees while on official Village business. Mileage expense involved. Reimbursement for such travel will be reimbursed at a rate per mile equal to the shall be for only that part of the e�ense as would have allowable Florida. statute rate; a11 other allowable been necessary in order to travel. expenses on actual cost basis. All expenses must be itemized if applicable. Claims for reimbursement of IIL LOCAL TRAVEL AND EXPENSES: travel expenses, other than mileage, sha11 be accompanied by invoices and/ar receipts showing a. Local Mileage. No mileage will be proof of payment of such claims, except the daily meal paid for commuting from an employee's personal per diem as provided hereafter. residence to Village Hall or a work station. IL OVERriIGHT TRIPS: b. Local Meals. Reimbursement for meals will be allowed only where the employee is a. Lodging. Hotel and Motel expenses may attending a seminar or conference as a representative be paid in advance by the Finance Department. This of the Village for a specific purpose, or where the requires a check request submitted by the appropriate employee's attendance will directly benefit the Village. department. If expenses are to be reimbursed it will be The request for reimbursement of local meals should done on completion of the authorized travel and including i�e following information: requires submittal of the proper claim. A reasonable class of accommodation shall be selected where choice (1) Date is available. The single rate should be clearly (2) Place 1 (3) Meeting Attended (4) Specific Reason for Attendance Parking Fees will be reimbursed by actual cost and receipts shall be presented where possible. If an employee reimbursement is necessary, the reimbursement will be handled by the Finance Depazfiment after the "Travel Expense" forin is turned in. IV. NON-ALLOWABLE EXPENSES: 1. Tobacca 2. Alcoholic beverages. 3. Entertainrnent. 4. Personal telephone calls to home (limited to one per day). S. First class lravel accommodations when economy or coach class are available. 6. Fines, forfeitures or penalties. 7. Expenses of a spouse or other non-employee. 8. Loss or damage to personal property. 9. Barber, beauty parlor, shoe shine or toiletries. 10. Personal postage. DRAFTED: RLG/Feb 9, 2004/Filed: Travel Expenses 61 APPROVAL: MICHA.EL COUZZO, MANAGER TEQUESTA, FLORIDA 2 VII�LAGE OF TEQUESTA PERSONNEI� POLICY Any reimbursement shall only be after successful TITLE: TRAINING PROGRAMS completion of the course/ program. Successful completion shall be defined as receipt of a certificate PULICY: 6.2 of satisfactory complerion or a grade of C(2.0 grade point) or better in the case of academically rated EP'FECTIVE: July 1, 2004 courses (or attainment of pass in a pass/fail grading system.). Tuition reimbursement is for the course REPLACED: NEW only; no reimbursement will be allowed for books, lab fees, travel expenses or material costs. Approval for PAGES: 2 tuition reimbursement shall only be allowed for courses offered by accredited colleges, universities or vocational training institutes. CONTENTS: This policy consists of the following numbered sections: Request for reirnbursement must be made within 30 days following the completion of the course of study. I. Defmirions Training reimbursement is generally available to only II. Policy Statement those employees who have successfully cornpleted the III. Procedure employee's designated probation period. PURPOSE: To promote and facilitate training and Consideration of employee requests for tuition career education which meets the dynamic needs of the reimbursement is dependent upon budgetary Village. constraints and the recommendation of that employee's Department Head. Time spent in attendance at these I. DEFINITIONS: courses shall be considered the employee's personal time and is not counted as time worked. As addressed by this policy, iraining is defined as any work related program, seminar, conference, 3. It is the policy of the Village to m�imize convention, course or workshop attended by an comprehension, retention and transference of training employee whose tuition and expenses are funded in provided by the Village. whole or in part by the Village or while tihe employee is in a paid status witli the Village. 4. This policy is subject to and limited by the conditions of an affected employee's labor contract. II. POLICY STATEMENT: III. PROCEDURES: 1. It is the policy of the Village to encourage and coordinate training opportunities for employees l. Attendance at training programs will be and supervisors in order that services rendered to the approved at the Department Head level, except as Village will be more efficient and effective. follows: 2. Employees are encouraged to continue their a. Attendance at a Ixaining progcam formal edncation through participation in involving out-of-state travel by an employee requires off-duty/non-working hours educational programs. approval by the Village Manager prior to registration. Reitnbursement for educational expenses incurred by such participation may be granted for job related 2. Any dispute regarding eligibility or the level courses with prior approval of the Department Head, of reimbursement may be appealed to the Hurnan provided funds have been budgeted for such Resource Office for resolution. reimbursement. 1 3. Village-sponsared and required training shall generally be arranged during regularly scheduled work hours. A Department Head may change the standard work hours to accommodate or require attendance at such training activities. Such required training shall be recorded as time worked within the meaning af this policy. 4. Employees who acquire training on their own tiine and e�ense are encouraged to notify the Human Resource Office so the information can be noted in the employee's personnel file. 5. The Human Resource Office shall maintain an employee training history, and shaIl periodically audit training attendance and policy compliance. DRAFi'ED: RLG/Mar 22, 2004/Filed: Traieing Programs 6.2 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OE TEQUESTA PERSONNEL POLICY representative. If no such person is elected, the Water Manager shall appoint a TTTI.E: SAFETY COMMITTEE representative from the Water Departnnent, below the position of Supervisor. POLICY: 7.1 2) An employee of the Fire-Rescue EFFECTIVE: July 1, 2004 Departrnent, volunteering for the same. In the event there is no volunteer, an el�ction REPLACED: 3-01/02 of such employees, supervised by the Fire Chief, shall be conducted to select a PAGES: 2 representative. If no such person is elected, the Fire Chief shall appoint a representative from the Fire-Rescue Department, below tlie CONTENTS: This policy consists of the following � af Lieutenant. numbered sections: 3) An employee of the Police Department, I. Policy Statement volunteering for the same. In the event there II Procedure is no volunteer, an election of such employees, supervised by the Police Chief, PURPOSE• To establish policies and procedures shall be conducted to select a representative. related to safety for Village employees. If no such person is elected, the Police Chief shall appoint a representative from the I. POLICY STATEMENT• Police Department, below the rank of • Lieutenant. This Policy outlines the required procedures for the 4) An employee representative for the on-going activities associated with the Tequesta Department of Public Works, volunteering Safety Conunittee. for the same. In the event there is no All Department Heads will be responsible for volunteer, an election of such employees, ensuring that these procedures are followed. Special supervised by the Director of Public Works, responsibilities fall to the Fire-Rescue Department, shall be conducted to select a representative. the Police Depariment, and the Tequesta Water � no such person is elected, the Director of Department for ensuring compliance with this Policy. �blic Works shall appoint a representative from the Public Works Department. II. PROCEDURE: 5) The Human Resource Director There is hereby created a Tequesta Safety Committee 6) The Director of Public Works which shall consist of the following: 1) An employee of the Water Department, �� The Police Chief volunteering for the same. In the event there g� �e Risk Manager is no volunteer, an election of such employees, supervised by the Water System �e Employee Representative shall serve a term Manager, shall be conducted to select a of three years and may succeed themselves on the Committee, provided there are no other volunteers for such seat on the Committee. In 1 the event the employee representative wishes to The duties and functions of the Safety continue serving for another term and one or Committee shall include, but are not limited to more volunteers respond to a call for the same, the following: an elecrion shall be held and administered by the Department Head of the Department in question. a) Establish and coinmunicate procedures for Employer Representatives shall serve until conducting internal safety inspections of the conclusion of their employment with the Village. workplace. When approved by the Village, these procedures shall be used to evaluate The Committee Members shall elect a Co-Chair. the effectiveness of engineering, The Chair shall be responsible for the timely administrative and personal protective completion of all business on behalf of the control measures provided by the Village to Committee and shall conduct all meetings of the protect employees from recognized hazards Committee. The Co-Chair shall serve in the in the workplace and work environment; absence of the Chair. b) Establish and communicate procedures The Safety Committee shall meet at least approved by the Village, by which the quarterly, but shall meet as often as its business Committee, shall investigate all workpiace requires. Bi-annually the Safety Cominittee accidents, safety-related incidents, injuries, shall issue a report of its activities for the prior illnesses, diseases, and fatalities; six months, addressed to the attention of the Village Manager. c) Evaluate the effectiveness of and recommend improvements to the Village's Safety Committee Meetings will be held during safety rules, policies, and procedures for regular Village working hours, unless, in the accident and illness prevention programs in opinion of the majority of the Safety Cornmittee the workplace and, when approved by the Members, circumstances dictate otherwise. The Village, ensure tliat written updates and Chair and Co-Chair are responstble for ehanges to rules, policies and procedures of conducting meetings on dates and times tliat will the safety programs are completed; minimize the expenditure of funds by the Village. Safety Committee Meetings will be d) Post the scheduled dates, time and location conducted in accordance with Roberts Rules of of committee meetings in a conspicuous Orden Minutes of each Safety Committee place where employees normally gather; Meeting shall be kept and provided to the Village Manager upon approval by the e) Provide minutes of the committee meetings Committee. Approved minutes shall be kept on in a conspicuous place where employees file with the Village Clerk, who shall maintain normally gather and provide a copy thereof same for no less than three calendar years. to individual employees upon written Recording seeretary services may be utilized in request; and this regard. A quotvm is required before official business can be �ansacted. The Committee fl Retain in the workplace all original written Chair shall keep on file a written record of the communications between the employer and membership of the Committee and the e�iration the Committee, or true copies thereof, for a date for their term of appointment. period of not less than three calendar years. The Human Resource Director is hereby declared to be the Safety Committee Chair who nx�rEn : RLG/Jan 15, 2004 — Safety Committee 7 .� shall be responsible for contacting the Safety Committee appointments as referenced above, AppROVAL: scheduling of quarterly meetings of the Safety MICHAEL COUZZO, MANAGER Committee, preparing the agenda, preparing and TEQiTESTA, FLORIDA posting minutes as required, and the overall administration of the Safety Committee and safety procedures and recommendations associated therewith. � VILLAGE OF TEQUESTA PERSONNEL POLICY b. If occurring within the Village and TITLE: TRAFFIC CRASHES INVOLVING �volving properiy damage or a minor VII.,LAGE VEHICLES AND (non-hospitalizing) injury, the collision will be PRNATELY OWNED VEHICLES �vesrigated by the Tequesta Police Department. ON OFFICIAL VII�LAGE BUSINESS a If occurring within the Village and the collision results in a fatality or injury requiring POLICY: 7.2 immediate hospitalizarion of any party, the crash will be investigated by an outside authority. Selection of EFFECTiVE: July 1, 2004 an outside authority wifl be handled by the Tequesta Police Depariment at the scene. REPLACED: 6.06(March 2001) 3. Employee's shall refrain from making PAGES • 1 statements regarding the crash with anyone other than � the investigating law enforcement representative, appropriate Village officiais, and representatives of his CONTENTS: This policy consists of the following or her own insurance company if the employee's numbered sections: privately owned vehicle is involved. Statements made to investigating autharities should be confined to I. Policy Statement factual observations. PURPOSE: To establish policy guidelines for the 4. A copy af all police reports and any investigation of all crashes involving Village vehicles statements attached thereto will be forwarded to the or privately-owned vehicles while the driver thereof is Risk Manager as soon as possible. The Risk Manager actively engaged in official Village business. will report such incidents to the Employees Safety and Health Committee. L POLICY STATEMENT: DRAFPED: RLG1Mar 15, 2004/F'iled: Traffic Crashes 7.2 If while operating a Village owned vehicle ar a privately owned vehicle in the performance of official duties, an employee is invalved in a ixaffic crash APPROVAL resulting in personal injury or properiy damage, he ar MICHAEL COUZZO, MANAGER she shall: TEQUESTA, FIARIDA 1. Request that all parties and properties concerned remain at the scene of the crash if possible until a law enforcement representative has reieased them. 2. All collisions involving Village vehicles or persons on duty and actively engaged in Village business will be invesrigated. by a police agency. a. If occurring outside the Village, the collision will be investigated by the police agency having jurisdiction. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY TITLE• ACCIDEN'TS INVOLVING D��TED: RLG/Mar 15, 2004/Fil�: Accidents/DefecHve • DEFECTIVE EQIJIPMENT Equipment 73 POLICY: 7.3 EFFECTIVE: July 1, 2004 APPROVAL: REPLACED: 6.06 (March 2Q01) ��EL COUZZA, MANAGER TEQUESTA, FLORIDA PAGES: 1 CONTENTS: This policy consists of the following numbered sections: I. Policy Statement PURPOSE: To establish procedures for accidents involving potentially defective equipment. L POLICY STATEMENT: When an accident happens where defective equipment is potentialiy the cause of the accident, the foliowing action should be talcen: 1. Attend to any injuries of employees or others. 2. Turn equipment in question over to the employee's supervisor, who shall consult with the Risk Manager. 3. Write a detailed report, within one day, to include all circumstances surrounding the incident and all manufacturing information available concerning the equipment in question. This report should be submitted to the Risk Manager. The Risk Manager will report such accidents to the Employee Safety and Health Committee. 4. When an employee is injured, procedures should be fallowed as outlined in the Policy on ON-TFIE-JOB IN3URY OR ILLNESS. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY license is expired, suspended or revoked and/or who is TITLE: DItIVER'S LICENSES unable to obtain an occupational pernut from the State Driver's License Office. If an employee fails to report POLICY: 7.4 such an instance, he/she is subject to disciplinary action, including demotion or termination. An EFFECTIVE: July 1, 2004 employee who fails to immediately report such revocation or suspension to his/her supervisor and REPLACED: 3.11(March 2001) continues to operate a Village vehicle shall be subject to possible termination. PAGES: i DRAF'TED: RLGJMar 15, 2004/Filed: Driver's Licenses 7.4 CONTENTS: This policy consists of the following numbered sections: APPROVAL: I. Policy Statement NIICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA PURPOSE: To establish a policy for the requirement of a valid Florida driver's license by employees whose jobs routinely involve driving Village vehicles. L POLICY STATEMENT: Any �nployee whose work requires that he/she drive V�lage vehicles must. hold a valid Florida driver's license. All new employees who will be assigned work entailing the operating of a Village vehicle will be required to submit to a Deparhmeirt of Motor Vehicles driving records check as a condition of employment. Such checks shall be processed by the Auman Resource Office. A report indicating a suspended or revoked license status may be cause to deny or terminate employment. Periodic checks of employee's drivers' licenses through visual and formal Deparfinent of Motor Vehicles review checks shall be made by Human Resource Office. Any etnployee who does not hold a valid driver's license will not be allawed to operate a Village vehicle until such time as he/she obtains a valid license. Any employee performing work which requires ttie operation of a Village vehicle must notify his/her immediate supervisor in those cases where his/her 1 VILLAGE OE TEQUESTA PERSONNEL POLICY TITLE: EMERGENCY CONDTTIONS DRAFPED: RLG/Mar 15,2004/Filed: Emergency Conditions 7S POLICY: 7.5 EFI�'EGTIVE: July 1, 2004 �PROVAL: MICHAEL COUZZO, MANAGER REPLACED: NEW TEQUESTA, FLORIDA PAGES: 1 CONTENTS: This polacy consists of the following numbered sections: I. Policy Statement PURPOSE: To establish a policy for reporting to work in the event of emergency conditions. I. POLICY STATEMENT: Village offces and activities shall remain open and in operation during established working hours. All employees should make every attempt to report for work on a timely basis. If employees are unable to report to work due to a legitimate emergency, the following criteria shall apply: 1. The employee is responsible for contacting hisTher supervisor or Depar�ent Head by telephone to indicate anticipated absence from work or late arrival to work and the reason. 2. If an employee is unable to report to work, the absence may be charged as vacation or personal leave, or the employee may elect to take this time off without pay. Such leave cannot be used to offset absences from work for purposes for other than siclrness. The Village Manager shall be authorized to close Village offices to protect the safety and welfare of Village employees. In this event employees wi�l receive full pay, and no vacation or personal leave allowances shall be affeded. 1 VILI�AGE OF TEQtJESTA PERSONNEL POLICY TITLE: INSURANCE CLAIMS 3. The Risk Manager shall: PULICY 7.6 a. Ensure that any applicable provisions of State law are met, and see that EFFECTiVE: July 1, 2004 all claims for damages accurately locate and describe the defect or act that caused the � ��, injury, reasonably describe the injury and state the time when it occurred, contain the PAGES 1 item of damages claimed and be verified by the claimant or a relative of the claimant, attorney or agent of the claunant. CONTENTS: This policy consists of the following numbered sections: b. Refer claim to carrier within 5 working days. I. Policy Statement II. RespOnsibillties DRAFTED: RL,G/Mar 23, 2004/Filed: Insurance Claims 7.6 PURPOSE: To establish procedures for the handling of insurance claims against the Village. APPROVAL: I. POLICY STATEMENT: MICAAEL COUZZO, MANAGER TEQUESTA, FLORIDA 1. No employee will discuss matters involving claims against the Village. ,� 2. All questions pertaining to claims shall be referred to the Risk Manager. 3. Claims for da�nages presented to the Village shall be referred to the Village Clerk far filing. II. RESPONSIBILITIES: 1. Ali Village employees must notify their supervisor in the case of incidents involving potenrial claims within 1 day. The supervisor must report, in writing, to the Risk Manager within 3 days. Items reported should include any property damage occw�ring during work for the Village, no matter how sma11. 2. The Village Clerk is responsible for receiving a11 damage claims against the Village and referring them to the Risk Manager. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY Department of Motor Vehicles review indicates three TTTLE: VEHICLE OPERATION or more moving violations within three years of the date of review, the ernployee may be denied POLICY: 7J authorization to operate a vehicle while representing the Village. If the employment is incumbent upon the EFFECTIVE: July 1, 2004 ability to operate a vehicle, the prospective employee may be denied employment. REPLACED: 3.11(March 2401) Employees operating Village-owned motor vehicles or PAGES• 1 privately-owned vehicles while conducting afficial ' business shall observe all traffic laws, rules and regulations, and the dictates of common sense and CONTENTS: This policy consists of the following good judgment. Failure to abide by such laws rnay numbered sections: result in disciplinary action up to and including termination. If during the course of employment an I. Policy Statement employee exhibits a disregard for acceptable safe driving procedures, the responsible Department Head PURPOSE: To insure an acceptable standard of may deny further authorization to operate a vehicle proficiency and , safety is met by each employee who while representing the Village. operates Village-owned motor vehicles. 5. Any employee who operates a privately-owned I. POLICY STATEMENT: vehicle while conducting official business for the Village must maintain automobile liability insurance in 1. Employees are encouraged to use Village accordance with the State Financial Responsibility vehicles instead of their own for official Village ��'• Employees who do not maintain minimum business whenever possible. liability coverage will not operate privately-owned vehicles in an officiat capacity. 2. Personal vehicles may be used for official Village business with the prior approval of the DRAF"TED: RLG/Mar 15 2ooa/Filea Vehicle Operation 7 .'� employee's Department Head. Employee's using their personal vehicles will be reimbursed at the prevailing rate established by policy after submittal of the appropriate form to the Finance Department APPROVAL MICHAEL COUZZO, MANAGER 3. All employees whose duties require the TEQLTESTA, FLORIDA operation of a Village-owned motor vehicle or who operate a privately-owned v8hicle while conducting official business as a part of their employment with the Village, must possess a valid State I�rivers' License. 4. Prior to acceptance for employment with the Village in a position that would necessitate the operation of a motor vehicle in the course of perforniing the assigned duties of that position, an employee's motor vehicle operators record may be requested from the State Department of Motor Vehicles by the Human Resource Office. If a 1 VIL7�AGE OF TEQUESTA PERSONNEI� POLICY TITLE: UN INJ[TRY Additional reporting information should be recorded as described in the Policy on WORKER'S POLICY: 7,8 COMPENSATTON. EFFECTIVE: July 1, 2004 The State required log of occupational injuries and illnesses is maintained by the Human Resource Office. REPLACED: 5.03 (March 2001) Information will be sununarized and reported to the State on an annual basis by the Human Resource PAGES: 1 Du'ector. DRAFTED: RLG/Mar 15, 200d/Filed: On Injuries 7.8 CONTENTS: This policy consists of the following numbered sections: APPROVAL: I. Policy Statement MICHAEL COUZZO, MAI�TAGER TEQUESTA, FLORIDA PURPOSE: To establish a policy and procedure to handle on-the job injuries or illnesses. I. POLICY STAT'EMENT: The Village shall provide for the treatment and care of on-th�job injuries and illnesses as provided by law. Any incident involving a Village employee should be reported to that employee's supervisar immediately. The supervisor shall ensure that the employee has transportation to receive medical care at the nearest hospital or medical facility or by calling 91 L Employees should be tatcen for medical attention as soon as possible. The employee will receive initial treatment and will be advised by the attending physician as to the need for further treatment and when to report back to work. The employee must complete a Notice of In;jury form on all injuries requiring medical attention. The supervisar should provide additianal information as needed A11 farms must be submitted to the Human Resource Office. The Human Resource Office will notify tlie Risk Manager and inform the Employee's Safety and Health Committee for follow up, as needed. 1 VILLAGE OF TEQUESTA PERSONNEL POLICY 1. Be informed of and observe established safe TTTLE: SAFETY AND ACCIDENT Practices. PREVENTION 2. Notify supervisors of any unsafe conditions POLICY: 7.9 ��y �iscover. EFFECTIVE: July1,2004 3• Use personal protective equipment such a steel toed shoes, safety vests, safety glasses, and hard REPLACED: NEW hats where required. PAGES: 2 4. Not remove guards or other protective devices from machntery and equipmant. CONTENTS: This policy consists of the following 5. Not engage in "horseplay." numbered sections: 6. Attend any required training or orientation to I. Policy Statement increase safety awazeness. II. Responsibilities 7. Not report to work under the influence of PURPOSE: To estabfish guidelines and lines of alcohol or drugs that alter normal behavior or ability to responsibility for mainta.ining a safe and healthy work function safely. environment. 8. Report a(1 job-related injuries or illnesses to L POLICI' STATEMENT: their supervisors promptly. The Village recognizes the need for the development 9. Assist supervisors in their investigation of of safe working practices for every employee and any accident of which they have knowledge; accident desires to promote on-the-job safety by encouraging investigation is fact finding, not fault finding. the proper design and use of buildings, ec�uipment, tools, and oi�er devices. 10. Refrain from operating, modifying, adjusting or using equipment in an unauthorized manner. Administration of the safety program should be tlie job of the supervisor. They should be constantly on the The Employee's Safety and Health Committee meets at alert to observe and report unsafe working praetices or least quarterly to review accidents that have occurred, existing hazardous working conditions with the aim of discuss recommendations for improved safety and immediate correction. Each Department Head or formnlate safery rules and procedures. supervisor shall make sure that the employee under his/her supervision is well acquainted with existing A safety bulletin board will be provided for the display safety rttles and shall see that the tules are wiuformly of safety meeting rninutes, safety posters and other enforced. Safety education of a11 employees shall be safety edueation material. A safety bulletin board witl promoted by supervisors adhering to all safety rules. be maintained at each Village facility. II. RESPaNSIBILITIES: Employees are encouraged. to provide safety material for the safety bulletin board and safety meetings. It is fhe responsbility of all empl.qyees to cooperate in making the safety program work. Employees must: Safety complaint/suggesfion forms aze available from � the members of the Health and Safety Committee. 1 DRAFTED: RLG/Mar 15, 2004�1ed: Safety and Accident Prevention 79 APPROVAL: MICHAEL COUZZO, MANAGER TEQUESTA, FLORIDA 2 VILLAGE OF TEQUESTA PERSONNEL POLICY C. Medical Emergency Procedure: Tequesta TITLE: ACCIDENT INVESTIGATION AND Fire/Rescue wi11 be called in the case where the REPORTING ernployee needs immediate medical attention. POLICY: 7.10 II. REPORTING PROCEDURES: EFF'ECTIVE: July 1, 2004 1. Minor Injuries - (Requiring doctorloutpatient care) A$er the emergency actions following an ItEPLACED: NEW accident, an investigation of the accident will be conducted by the immediate supervisor in eonjunction PAGES: Z with any witnesses to the accident to determine the causes. The findings of the investigation shall be documented on Village's .incident form and sent to CONTENTS: This policy consists of the following Human Resources. numbered sections: 2. Major Injuries -(Fatality or multiple I. Policy Statement hospitalization) II. Reporting Procedures a. The Village Manager and Department Head are to be notified immediately by the PURPOSE: To provide a system for reporting and pe�rson in charge and an investigation will be following up on accidents and/or injuries. conducted. In addition, the inspection party will include the Chairman of the Health and Safety I. POLICY STATEMENT: Committee. A. Safety Orientation: All Village employees 3. Near-Misses -(Likelihood of personal injury are to receive an Employee Safety Responsibilities or property damage) to the greatest e�ent possible, all Form (Appendix A) at the beginning of employment. "near-miss" accidents shall be investigated by the The form shall be signed and dated, with a completed Safety and Health Committee. copy sent to Human Resources for inclusion in the employee's Personnel File. DRAFrEn: 1u.G/t�tar 15, 2oo4/Filea Accident Investigadon 7.10 B. Accident Reporting and Purpose: All accidents, no matter how minor, shall be reported promptly to the immediate supervisor for APPROVAL: evaluation/investigation. Since every accident MICHAEL COU7.70, MANAGER includes a sequence of contributing causes, it is TEQUESTA, FLORIDA possible to avoid a repeat performance af the first event by recognizing and eliminating these causes. The removal of just a single cause can prevent a recurrenca. During the supervisors evaluation heJshe must determine the possible consequences that could take place if the situation is not corrected and take appropriate action hased upon those findings (i.e. investigate, report, correct, etc.). 1 Appendix "A° VILLAGE OF TEQUESTA EMPLOYEE SAFETY RESPONSIBILITIES As an employee of the Village of Tequesta, I am responsible to: l. Observe all Village safety and healtb� rules and apply the principles of accident prevention in my day-taday duties. 2. Report any job-related injury, illness or property damage to my supervisor and seek treatment promptly. 3. Report hazardous conditions (unsafe equipment, floors, material) and unsafe acts to my supervisor or safety committee representative promptly. 4. Observe all hazard warning and no smoking signs. 5. Keep aisles, walkways and working areas clear of slipping/tripping hazards. 6. Know the location of fireJsafety elcits and evacuation procedures. 7. Keep all emergency equipment such as fire extinguisher, fire alarms, fire hoses, exit doors, and stairways clear of obstacles. 8. Not report to work under the influence of alcoholic beverages or drugs nor to consume them while on company premises. 9. Refi�in from fighting, horseplay, or distracting my fellow workers. 10. Remain in my own work area unless I am authorized otherwise. 1 l. Qbserve safe operating procedures for all equipment I am authorized to operate. 12. Follow proper lifting procedures at all times. 13. Ride as a passenger on a vehicle only if it is equipped with a rider's seat. 14. Be alert to see that all guards and other protective devices are in their proper places prior to operating equipment. 15. Not wear frayed, tom or loose clothing, jewelry, or long unreslzained hair near moving machinery or other sources of entanglement, or around electrical eyuipmen� 16. Actively support and participate in the City's efforts to provide a safety and health program. DISTRIBUTED TO: DATE: BY: I HEREBY ACI�NOWLEDGE THAT I HAVE RECEIVED A COPY OF TI� EMPLOYEE SAFETY RESPONSIBILITIES FORM, AND THAT MY RESPONSIBILITIES WERE EXPLAINED TO ME. Ernployee Date 2 Appendix "A" VII,LACE �F TEQUESTA EMPLOYEE SAFETY RESPONSIBTI,ITIES As an employee of the Village of Tequesta, I am responsible to: 1. Observe all Village safety and health rules and apply the principles of accident prevention in my day-to-day duties. 2. Report any job-related injury, illness or property damage to my supervisor and seek treatment promptly. 3. Report hazardous conditions (unsafe equipment, floors, material} and unsafe acts to my supervisor or safety cornmittee representarive promptly. 4. Observe all hazard warning and no smoking signs. 5. Keep aisles, wallcways and working areas clear of slipping/tripping hazards. 6. Know the location of firelsafety exits and evacuation procedures. 7. Keep all emergency equipment such as fu'e extinguisher, fire alarcns, fire hoses, e�t doors, and stairways cleaz of obstacles. 8. Not report to work under the influence of alcoholic beverages or drugs nor to consume them while on company premises. 9. Refrain from fighting, horseplay, or distracting my fellow workers. 10. Remain in my own work area unless I am authorized otherwise. 11. Observe safe operating procedures for all equipment I am authorized to operate. 12. Follow proper lifting procedures at all times. 13. Ride as a passenger on a vehicle only if it is equipped with a rider's seat. 14. Be alert to see thaC all guards and other protecrive devices are in their proper places prior to operating equipment. 15. Not wear frayed, tom or loose clothing, jewelry, or long unrestrained hair near moving machinery or other sources of entanglement, or around electrical equipment. � 16. Actively support and participate in the City's efforts to provide a safety and health prograt�. DIS'I'RIIiUTED TO: DATE: BZ'� • � I HEREBY ACKNOWLEDGE THAT I HAVE RECEIVED A COPY OF T'I� EMPLOYEE SAFETY ItESPONSI$ILITIES FOP.Pd1, �",I�TD TI-T.AT MY RESPONSIBILITIES WERE EXPL.AINED T'O ME. ; ' Employee Date i 2