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20200602 Regular City Council Meeting - Packet
Agenda City of Vernon Regular City Council Meeting Tuesday, June 02, 2020, 09:00 AM City Hall, Council Chamber 4305 Santa Fe Avenue Vernon, California Leticia Lopez, Mayor Melissa Ybarra, Mayor Pro Tern William Davis, Council Member Carol Menke, Council Member Diana Gonzales, Council Member THIS MEETING WILL BE CONDUCTED PURSUANT TO GOVERNOR NEWSOM'S EXECUTIVE ORDER N-29-20 The public is encouraged to view the meeting at http://www.cityofvernon.org/webinar or by calling (415) 655-0060, Access Code 561-884-461#. You may submit comments to PublicComment(a)-ci.vernon.ca.us with the subject line "June 2, 2020 City Council Meeting Public Comment Item #_." Comments received prior to 8 a.m., Tuesday, June 2, 2020, will be read into the record. CALL TO ORDER FLAG SALUTE ROLL CALL APPROVAL OF THE AGENDA PUBLIC COMMENT At this time the public is encouraged to address the City Council on any matter that is within the subject matter jurisdiction of the City Council. The public will also be given a chance to comment on matters which are on the posted agenda during City Council deliberation on those specific matters. PRESENTATIONS 1. Public Works 1-710 South Corridor Update by Gateway Cities Council of Governments Recommendation: No action required by City Council. This is a presentation only. Page 2 of 6 Regular City Council Meeting Agenda June 02, 2020 PUBLIC HEARINGS 2. City Administration Citywide Budget and Appropriations Limit (GANN) for Fiscal Year 2020/2021 Recommendation: A) Adopt Resolution No. 2020-13 approving the Citywide budget for Fiscal Year 2020-2021; and B) Adopt Resolution No. 2020-14 establishing the City's Appropriation Limit for the Fiscal Year 2020-2021. 1. Resolution No. 2020-13 Budget 2. Resolution No. 2020-14 GANN 3. GANN Calculation 4. Public Hearing Notice CONSENT CALENDAR All matters listed on the Consent Calendar are to be approved with one motion. Items may be removed from the Consent Calendar by any member of the Council. Those items removed will be considered immediately after the Consent Calendar. 3. City Clerk Approval of Minutes Recommendation: Approve the May 19, 2020 Regular City Council meeting minutes. 1. City Council Minutes 5-19-2020 4. Finance/Treasury Operating Account Warrant Register Recommendation: Approve Operating Account Warrant Register No. 46, for the period of May 3 through May 16, 2020, which totals $2,224,976.13 and consists of ratification of electronic payments totaling $1,863,522.53 and ratification of the issuance of early checks totaling $361,453.60. 1. Operating Account Warrant Register No. 46 5. Public Works Public Works Monthly Building Report Recommendation: Receive and file the April 2020 Building Report. 1. Public Works Department April 2020 Building Report Page 3 of 6 Regular City Council Meeting Agenda June 02, 2020 6. City Clerk Records Retention Schedule Recommendation: Adopt Resolution No. 2020-15 approving the City's Records Retention Schedule, authorizing destruction of certain City records and repealing Resolution No. 2017-53. 1. Resolution No. 2020-15 Records Retention Schedule 7. Public Utilities Change Order No. 1 to Construction Contract with General Pump Company, Inc. for On -Call Well and Booster Pump Repairs Recommendation: A) Find that the proposed action is categorically exempt from California Environmental Quality Act (CEQA) review, in accordance with CEQA Guidelines § 15301, because the project consists of the maintenance, repair or minor alteration of existing equipment and involves negligible or no expansion of an existing use; and B) Approve and authorize the City Administrator to execute Change Order No. 1 to the Construction Contract with General Pump Company, Inc., in substantially the same form as submitted, authorizing renewal of the contract term for a one year period from July 1, 2020 through June 30, 2021, at a cost not -to -exceed $600,000 for the renewal term for on -call well and booster pump repairs. 1. Change Order No. 1 to General Pump Inc. Construction Contract 8. Public Works Sub -Recipient Agreement for the Purposes of the Proposition 1 Storm Water Agreement — Supplemental Expense Recommendation: A. Find that approval of the supplemental expense is exempt under the California Environmental Quality Act (CEQA) because it is an administrative activity that will not result in direct or indirect physical changes in the environment and therefore is not a "project" as defined in CEQA Guidelines section 15378, and to the extent approving the supplemental expense can be deemed a "project," it is part and parcel of the larger project of designing and constructing the infiltration cistern regional project, which has been subject to CEQA review and mitigation; and B. Approve the supplemental expense for an amount up to $8,000 for the implementation of the John Anson Ford Park Infiltration Cistern, Phase I (Project) approved by City Council under the Sub -Recipient Agreement between the City of Vernon the cities of Bell, Bell Gardens, Commerce, Cudahy, Huntington Park, Maywood (Sub -Recipients), and the Los Angeles Gateway Region Integrated Regional Water Management Joint Powers Authority (GWMA) for the purposes of the Proposition 1 Storm Water Agreement. Page 4 of 6 Regular City Council Meeting Agenda June 02, 2020 9. Human Resources Agreement with Alliant Insurance Services, Inc. for Health Benefits Brokerage and Consulting Services Recommendation: Approve and authorize the City Administrator to execute a Services Agreement with Alliant Insurance Services, Inc. (Alliant), in substantially the same form as submitted, for a one-year term in an amount not -to -exceed $74,000 for the provision of Health Benefits Brokerage and Consulting Services, with an effective date of July 1, 2020. 1. Services Agreement with Alliant Insurance Services, Inc. NEW BUSINESS 10. Human Resources Amendment No. 1 to the Side Letter of Agreement with the Vernon Professional Firefighters Association, Local 2312 Recommendation: Adopt Resolution No. 2020-16 approving Amendment No. 1 to the Side Letter of Agreement by and between the City of Vernon and the Vernon Professional Firefighters Association, Local 2312. 1. Resolution No. 2020-16 VPFA 2. VPFA MOU 3. VPFA Side Letter 11. Human Resources Amendment No. 1 to the Side Letter of Agreement with the Vernon Fire Management Association Recommendation: Adopt Resolution No. 2020-17 approving Amendment No. 1 to the Side Letter of Agreement by and between the City of Vernon and the Vernon Fire Management Association. 1. Resolution No. 2020-17 VFMA 2. VFMA MOU 3. VFMA Side Letter 12. Human Resources City's Fringe Benefits Policy and Citywide Classification and Compensation Plan Recommendation: A) Adopt Resolution No. 2020-18 adopting Citywide Fringe Benefits Policy and repealing Resolution No. 2020-07; and B) Adopt Resolution No. 2020-19 adopting Citywide Classification and Compensation Plan in accordance with Government Code Section 20636(b)(1). 1. Resolution No. 2020-18 Citywide Fringe Benefits Policy 2. Resolution No. 2020-19 Citywide Classification and Compensation Plan Page 5 of 6 Regular City Council Meeting Agenda June 02, 2020 ORAL REPORTS City Administrator Reports on Activities and other Announcements. City Council Reports on Activities (including A131234), Announcements, or Directives to Staff. CLOSED SESSION 13. City Attorney THREAT TO PUBLIC SERVICES OR FACILITIES Government Code Section 54957 Consultation with City Administrator, City Attorney, Police Chief and other related City officials 14. City Administration CONFERENCE WITH LABOR NEGOTIATORS Government Code Section 54957.6 Agency Designated Representative: Carlos Fandino, City Administrator Employee Organizations: Vernon Professional Firefighters Association and Vernon Fire Management Association CLOSED SESSION REPORT ADJOURNMENT I hereby certify under penalty of perjury under the laws of the State of California, that the foregoing agenda was posted on the bulletin board at the main entrance of the City of Vernon City Hall, located at 4305 Santa Fe Avenue, Vernon, California, and on the City's website, not less than 72 hours prior to the meeting set forth on this agenda. Dated this 28t" day of May, 2020. By: Sandra Dolson, Administrative Secretary Page 6 of 6 Regular City Council Meeting Agenda June 02, 2020 Guide to City Council Proceedings Meetings of the City Council are held the first and third Tuesday of each month at 9:00 a.m. and are conducted in accordance with Rosenberg's Rules of Order (Vernon Municipal Code Section 2.1-1). Copies of all agenda items and back-up materials are available for review in the City Clerk Department, Vernon City Hall, 4305 Santa Fe Avenue, Vernon, California, and are available for public inspection during regular business hours, Monday through Thursday, 7:00 a.m. to 5:30 p.m. Agenda reports may be reviewed on the City's website at www.citVofvernon.org or copies may be purchased for $0.10 per page. Disability -related services are available to enable persons with a disability to participate in this meeting, consistent with the Americans with Disabilities Act (ADA). In compliance with ADA, if you need special assistance, please contact the City Clerk department at CityClerk@ci.vernon.ca.us or (323) 583-8811 at least 48 hours prior to the meeting to assure arrangements can be made. The Public Comment portion of the agenda is for members of the public to present items, which are not listed on the agenda but are within the subject matter jurisdiction of the City Council. The City Council cannot take action on any item that is not on the agenda but matters raised under Public Comment may be referred to staff or scheduled on a future agenda. Comments are limited to three minutes per speaker unless a different time limit is announced. Speaker slips are available at the entrance to the Council Chamber. Public Hearings are legally noticed hearings. For hearings involving zoning matters, the applicant and appellant will be given 15 minutes to present their position to the City Council. Time may be set aside for rebuttal. All other testimony shall follow the rules as set for under Public Comment. If you challenge any City action in court, you may be limited to raising only those issues you or someone else raised during the public hearing, or in written correspondence delivered to the City Clerk at or prior to the public hearing. Consent Calendar items may be approved by a single motion. If a Council Member or the public wishes to discuss an item, it may be removed from the calendar for individual consideration. Council Members may indicate a negative or abstaining vote on any individual item by so declaring prior to the vote on the motion to adopt the Consent Calendar. Items excluded from the Consent Calendar will be taken up following action on the Consent Calendar. Public speakers shall follow the guidelines as set forth under Public Comment. New Business items are matters appearing before the Council for the first time for formal action. Those wishing to address the Council on New Business items shall follow the guidelines for Public Comment. Closed Session allows the Council to discuss specific matters pursuant to the Brown Act, Government Code Section 54956.9. Based on the advice of the City Attorney, discussion of these matters in open session would prejudice the position of the City. Following Closed Session, the City Attorney will provide an oral report on any reportable matters discussed and actions taken. At the conclusion of Closed Session, the Council may continue any item listed on the Closed Session agenda to the Open Session agenda for discussion or to take formal action as it deems appropriate. City Council Agenda Item Report Agenda Item No. COV-206-2020 Submitted by: Daniel Wall Submitting Department: Public Works Meeting Date: June 2, 2020 SUBJECT 1-710 South Corridor Update by Gateway Cities Council of Governments Recommendation: No action required by City Council. This is a presentation only. Background: Karen Heit, Transportation Deputy for the for the Gateways Cities Council of Governments, will provide information on the 1-710 Corridor Project, including: • Update on the Final Environmental Documents • Update on the Clean Trucks Program • Overview of the Early Action Program; and • Overview of local hiring considerations Fiscal Impact: Attachments: City Council Agenda Item Report Agenda Item No. COV-193-2020 Submitted by: Scott Williams Submitting Department: City Administration Meeting Date: June 2, 2020 SUBJECT Citywide Budget and Appropriations Limit (GANN) for Fiscal Year 2020/2021 Recommendation: A) Adopt Resolution No. 2020-13 approving the Citywide budget for Fiscal Year 2020-2021; and B) Adopt Resolution No. 2020-14 establishing the City's Appropriation Limit for the Fiscal Year 2020-2021. Background: At the City Council meetings of April 7, April 21, and May 5, 2020, staff presented the proposed Fiscal Year (FY) 2020-2021 Citywide Budget, including a budget overview encapsulating the City's overall financial position, identifying challenges (e.g. the City's structural deficit), and articulating relevant strategies to address budgetary issues facing Vernon in the short and long term. The presentations included information on the City's fiscal policy, budget process, historical budget comparisons (Citywide and fund specific), and adjustments made in light of the economic effects of the COVID-19 pandemic. During the April 7, 2020 Council meeting, departments were initially advised to maintain expenditures at the previous fiscal year's levels. General fund revenues were reduced to account for the decrease in expected utility users tax, sales and use tax, business license tax, and building permit fees due to the decrease in economic activity as a result of the current state of emergency. On April 21, 2020, the Council received a presentation which included the addition of funds for the Westside Development project; adjusting the parcel tax revenues for the CPI increase; and increasing sales and use tax revenues to take into account the effects of the newly approved sales tax measure. At the Council's request, during the May 5, 2020 budget presentation, the budget was revised to include decreasing capital outlays in General Fund and Vernon Public Utilities, decreasing Vernon Public Utility supplies and services, including the proceeds from the bond offering, and reducing expected utility revenues. As staff continues Citywide succession planning efforts and maintains its commitment to maximizing organizational efficiencies, some positions have been unfunded due to departmental reorganization and outsourcing. The City remains focused on delivering exceptional, professional, quality services to businesses and residents and, therefore, will continually evolve by implementing adjustments to staffing throughout the City to ensure service standards are met. An overall net decrease of approximately $710,791 due to staffing modifications has been incorporated into the Salaries/Benefits Expenditures in the FY 2020/2021 Budget. In order to maintain the health and safety of employees and visitors to City Hall, the City has budgeted for additional janitorial services to continuously clean and sanitize the premises. The increase has been incorporated into the budget for an additional $103,920 in Supplies/Services Expenditures. Adjustments to the City Attorney Department's budget, including the contract for interim City Attorney services will increase Supplies/Services Expenditures by $226,000. However, coupled with the reduction in costs associated to personnel, City Attorney's departmental budget decreased by $484,791 overall. There were two minor changes to General Fund Supplies/Services Expenditures to consolidate costs across departments, which reduced the Supplies/Services Expenditure budget by $49,180. The difference in the total monetary impact from the time of the Budget Workshop in May to present equates to an overall decrease in City expenditures in the amount of approximately $385,370. Resolution No. 2020-13 approves the Citywide FY2020-2021 Budget (Attachment 1). California voters approved an initiative on November 6, 1979 that added Article XIIIB to the State Constitution, which placed limits on the amount of revenue that can be appropriated by all entities of government. This State Appropriation Limit is often referred to as the Gann Limit, after Paul Gann, the author of the measure placing the limit in the State constitution. In accordance with that legislation, the governing body of each government jurisdiction must, by resolution, establish its annual Appropriation Limit for the coming year at a regularly scheduled meeting or noticed special meeting (Attachment 2). The original Article XIIIB (Proposition 4) and its implementing legislation, Chapter 1205/80, was modified in June 1990 by Proposition 111 and SB 88 (Chapter 60/90). As a result of Proposition 111, the City is required to choose between two annual inflation factors: (1) the growth in California per capita income; or (2) the growth in non-residential assessed valuation due to new construction within the City; and two population factors: (1) the growth in City; or (2) County population. The City calculated its appropriation limit based on the non-residential assessed valuation due to new construction as its annual inflation factor and the County's population growth as its annual population growth factors for Fiscal Year 2017-2018, 2018-2019, 2019-2020, and 2020-2021 (Attachment 3). Over the last ten (10) years, and including 2020-2021, the City's appropriations subject to the Appropriation Limit have remained well below the Appropriation Limit. Given the size of this gap, it is unlikely that the City will exceed the Appropriation Limit in the upcoming years without significant changes to the City's tax structure. Notice of public hearing for consideration of the Fiscal Year 2020/2021 Proposed Citywide Budget and Governmental Appropriation Limit (GANN) published in The Wave on May 18, 2020 (Attachment 4). Fiscal Impact: The Fiscal Year 2020-2021 Budget includes $319,963,521 in revenues and expenditures. The 2020-2021 Governmental Appropriation Limit is $1,562,357,724, which is well under the limitations imposed pursuant to GANN. Attachments: 1. Resolution No. 2020-13 Budget 2. Resolution No. 2020-14 GANN 3. GANN Calculation 4. Public Hearing Notice RESOLUTION NO. 2020-13 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON APPROVING THE FISCAL YEAR 2020-2021 BUDGET SECTION 1. Recitals. A. On April 7, April 21, and May 5, 2020, staff presented the proposed budget to the City Council. B. The proposed budget maintains the proper balance between revenues and expenditures, and establishes thoughtfully considered priorities. C. Pursuant to Government Code Section 66002, the City Council held a public hearing on the budget, which included the Capital Improvement Plan. D. Approval of the budget is in the public interest. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 2. The City Council hereby finds and determines that the above recitals are true and correct. SECTION 3. The City Council hereby approves the budget as set forth in Exhibit A, attached hereto and incorporated by reference, to anticipate the requirements for fiscal year 2020-2021 for the different departments of the City of Vernon. SECTION 4. The anticipated revenues for the fiscal year 2020-2021 are set forth in Exhibit B, attached hereto and incorporated by reference. SECTION 5. The City Council hereby finds and determines that certain items provided for in individual department budgets are in the nature of community promotion and education, and the City Council further finds and determines that the same are in the best interests of the City, and necessary for the further development of the City and constitute a reasonable expenditure of public funds. Resolution No. 2020-13 Page 2 of 2 SECTION 6. The City Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions. APPROVED AND ADOPTED this 2nd day of June, 2020. LETICIA LOPEZ, Mayor ATTEST: LISA POPE, City Clerk (seal) APPROVED AS TO FORM: ARNOLD M. ALVAREZ-GLASMAN, Interim City Attorney EXHIBIT A CITY OF VERNON Fiscal2020-2021 Final Budget Summary as of May 14, 2020 Cash Basis ( Governmental Funds ( Successor Governmental General Agency Funds Fund Funds Total ( Electric Fund Business -Type Funds Gas Water Fiber Optics Fund Fund Fund Business -type Funds Total City -Wide Total Note Operating revenues Taxes 43,760,295 5,911,113 49,671,408 49,671,408 Special assessments 1,205,000 - 1,205,000 1,205,000 Licenses and permits 1,831,367 1,831,367 1,831,367 Fines, forfeitures and penalties 199,788 199,788 199,788 Investment income (loss) 86,700 86,700 1,000,000 1,000,000 1,086,700 Intergovernmental revenues 2,501,820 2,%1,820 - - 2,501,820 Charges for services 1,348,724 1,348,724 217,453,351 14,133,775 10,556,377 700,000 242,843,503 244,192,227 Other revenues 943,454 943,454 - - - - - 943,454 Total operating revenues 51,877,148 5,911,113 57,788,261 218,453,351 14,133,775 10,5%,377 700,000 243,843,503 301,631,764 Operating expenditures General government 14,546,841 250,000 14,796,841 - - - 14,796,841 Public safety- Police 11,968,703 - 11,968,703 - 11,968,703 Public safety - Fire 17,449,210 - 17,449,210 17,449,210 Half -Year City of Vernon Fire & Half -Year LA County Public works 8,513,946 8,513,946 8,513,946 Health services 1,490,775 1,490,775 1,490,775 Community promotion 500,000 500,000 500,000 Community development 500,000 500,000 500,000 Principal retirement - 3,105,000 3,105,000 29,520,000 29,520,000 32,625,000 Interest payment - 2,556,113 2556,113 15,208,498 15,208,498 17,764,611 Capital outlay 6,332,360 - 6,332,360 10,707,000 270,000 7,376,685 300,000 18,653,685 24,986,045 Cost of sales - - 158,166,930 13,692,225 8,343,537 431,837 180,634,529 180,634,529 Total operating expenditures 61,301,835 5,911,113 67,212,948 213,602,428 13,962,225 15,720,222 731,837 24016,712 311,229,660 Net operating surplus (deficit) (9,424,687) - (9,424,687) 4,85Q923 171,550 (5,163,845) (31,837) (173,209) (9,597,896) Non -operating revenues (expenditures) Proceeds from long-term debt - - 9,395,000 7,376,685 16,771,685 16,771,685 In -lieu tax transfer in (out) 4,995,000 4,995,000 (4,995,000) - (4,995,000) - Overhead allocation in (out) 3,738,862 3,738,862 (3,140,632) (598,230) (3,738,862) Total non -operating revenues (expenditui 8,733,862 8,733,862 1,259,368 6,778,455 8,037,823 16,771,6W E)draordinary gems Estimated Fed/State assistance 250,000 250,000 - - 250,000 Pending Federal assistance Reserves applied 440,825 440,825 (6,110,291) (171,550) (1,614,610) 31,837 (7,864,614) (7,423,789) Total extraordinary gems 690,825 690,825 (6,110,291) (171,550) (1,614,610) 31,837 (7,864,614) (7,173,789) Net increase (decrease) CITY OF VERNON EXPENDITURE BUDGET 2020-2021 FY2021 FY2021 FY2021 FY2021 FY2021 SUPPLIES/ CAPITAL DEPARTMENT SALARIES BENEFITS SERVICES OUTLAY TOTAL CITY COUNCIL $ 152,217 $ 67,671 $ 39,984 $ - $ 259,872 CITY ADMINISTRATION 596,747 259,838 128,371 - 984,956 CITY ATTORNEY 309,480 170,989 653,500 - 1,133,969 CITY CLERK 348,548 155,152 92,500 - 596,200 FINANCE 1,310,506 602,019 1,194,835 - 3,107,360 HUMAN RESOURCES 645,646 3,513,573 403,890 - 4,563,109 COMMUNITY PROMOTION - - 500,000 - 500,000 COMMUNITY DEVELOPMENT - - 500,000 - 500,000 INFORMATION TECHNOLOGY 701,848 309,639 1,425,474 1,040,000 3,476,961 SUB -TOTAL ADMIN 4,064,992 5,078,881 4,938,554 1,040,000 15,122,427 HEALTH/ENVIRONMENTAL CTRL 769,208 380,367 341,200 1,490,775 SUB -TOTAL HEALTH 769,208 380,367 341,200 - 1,490,775 POLICE 7,079,452 4,446,725 442,526 272,200 12,240,903 FIRE 4,310,568 2,818,869 10,319,773 1,780,160 19,229,370 SUB -TOTAL SAFETY 11,390,020 7,265,594 10,762,299 2,052,360 31,470,273 ADMIN-ENGR-PLANNING 1,832,047 919,931 1,660,180 1,730,000 6,142,158 BUILDING DEPARTMENT 592,942 278,025 738,250 - 1,609,217 PUBLIC WORKS 443,059 277,541 5,840 - 726,440 INDUSTRIAL DEVELOPMENT - - 51,480 - 51,480 CITY GARAGE 338,590 178,867 274,500 60,000 851,957 CITY WAREHOUSE 323,113 197,223 10,950 95,000 626,286 CITY HOUSING 163,181 94,028 134,200 205,000 596,409 CITY BUILDINGS 395,950 191,492 876,970 1,150,000 2,614,412 SUB -TOTAL COMM SER 4,088,882 2,137,107 3,752,370 3,240,000 13,218,359 TOTAL GENERAL FUND $ 20,313,102 $ 14,861,949 $ 19,794,423 $ 6,332,360 $ 61,301,834 TOTAL GENERAL FUND $ 20,313,102 $ 14,861,949 $ 19,794,423 $ 6,332,360 $ 61,301,834 RDA OBLIGATION RETIREMENT FUND - - 5,911,113 - 5,911,113 UTILITIES WATER FUND WATER OPERATIONS 1,525,769 734,384 6,681,614 7,376,685 16,318,452 RECYCLED WATER SUB -TOTAL WATER 1,525,769 734,384 6,681,614 7,376,685 16,318,452 LIGHT & POWER FIELD OPERATIONS 703,244 260,123 512,728 687,000 2,163,095 SYSTEM DISPATCH 1,907,683 713,185 825,214 65,000 3,511,082 STATION A - - 808,045 115,000 923,045 TRANS/DISTRIBUTION - - 8,127,432 - 8,127,432 BUILDING MAINTENANCE 62,884 44,192 298,000 235,000 640,076 CUSTOMER SERVICE 351,079 184,687 368,800 120,000 1,024,566 ADMINISTRATION 1,214,550 539,607 57,332,116 90,000 59,176,273 ELECTRICAL ENGINEERING 1,154,073 490,849 372,000 9,395,000 11,411,922 RESOURCE MANAGEMENT 685,441 277,248 133,028,656 - 133,991,345 ENERGY MANAGEMENT 39,220 15,005 715,000 769,225 SUB -TOTAL L & P 6,118,174 2,524,896 202,387,991 10,707,000 221,738,061 GAS 700,445 310,887 12,680,893 270,000 13,962,225 FIBER -OPTICS 72,238 35,413 324,186 300,000 731,837 TOTAL UTILITIES 8,416,626 3,605,580 222,074,683 18,653,685 252,750,574 GRAND TOTAL $ 28,729,728 $ 18,467,529 $ 247,780,219 $ 24,986,045 $ 319,963,521 EXHIBIT "A" Page 1 of 1 CITY OF VERNON ESTIMATED REVENUES 2020-2021 Object FY2021 GOVERNMENTAL FUND TYPES GENERAL FUND 400110 SECURED PROPERTY TAX -CURRENT $ 4,440,918 400210 PRIOR YEAR SECURED $ (8,831) 400310 REAL PROPERTY TRANSFER TAX $ 242,299 400311 B N S F $ 624,792 400500 PROPERTY TAX -INTEREST & PENALTIES $ 7,728 400610 PROP "A" FUNDS $ 4,340 400630 PROP "C" FUNDS $ 3,600 400700 HOMEOWNERS' PROPERTY TAX EXEMPTION $ 17,221 400820 PUBLIC SAFETY AUGMENTATION FUND $ 1,877 400900 PARCEL TAXES - WAREHOUSE $ 12,125,874 400950 PARCEL TAXES - SAFETY $ 2,195,162 401000 UTILITY USERS TAX $ 11,016,000 401200 SALES AND USE TAX $ 8,250,000 401205 MEASURE W LOCAL RETURN (STORMWATER) $ 940,000 401206 MEASURE R LOCAL RETURN $ 2,700 401207 MEASURE M LOCAL RETURN $ 3,060 401208 ROAD MAINTENANCE AND REHAB - SB1 $ 3,459 401209 TDA ARTICLE 3 $ 5,000 401600 ADMINISTRATIVE FEES - SB2557 $ (36,252) 401650 STATE FEE - S131186 $ 1,100 407500 GAS TAX 2103 $ 1,783 407510 GAS TAX 2105 $ 1,163 407600 GAS TAX 2106 $ 5,487 407700 GAS TAX 2107 $ 1,527 407800 GAS TAX 2107.5 $ 1,000 410100 BUSINESS LICENSES $ 4,768,500 410210 BUILDING PERMITS $ 769,650 410211 FIRE PERMIT FEES $ 22,500 410212 ALARM PERMITS $ 11,690 410240 PUBLIC HEALTH PERMITS $ 325,000 410250 HEALTH PERMIT LATE FEES $ 3,000 410260 CUPA PERMIT FEES $ 600,000 410265 CUPA PERMIT LATE FEES $ 6,000 410270 FILMING PERMITS $ 2,500 410271 SPECIAL EVENT PERMIT FEES $ 600 410280 CONDITIONAL USE PERMITS $ 13,927 410290 ISSUANCE FEE $ 19,000 410300 FRANCHISES AND AGREEMENTS $ 115,008 410310 SOLID WASTE FRANCHISE FEES $ 1,200,000 410320 SOLID WASTE FRANCHISE LATE FEES $ 5,000 410400 CLOSURE REVIEW FEES $ 2,500 410410 PLAN CHECK REVIEW FEES $ 20,000 410416 CUPA PLAN CHECK REVIEW FEES $ 5,000 410420 CALARP REVIEW FEES $ 5,000 410430 ANNUAL BUSINESS FIRE INSPECTION $ 100,000 410460 ANNUAL BUSINESS FIRE RE-INSPECITON $ 1,500 EXHIBIT "B" Page 1 of 3 CITY OF VERNON ESTIMATED REVENUES 2020-2021 Object FY2021 410470 FIVE YEAR SPRINKLER SYSTEM TESTING $ 4,250 410480 FALSE ALARM FEES $ 27,500 410490 FIRE EXTINGUISHER TRAINING $ 200 420100 VEHICLE CODE FINES $ 60,000 420110 OTHER VEHICLE FINES $ 20,000 420130 VEHICLE INSPECTION FEE $ 4,000 420510 PARKING CITATIONS $ 30,000 420515 FRANCHISE TOWING FEES $ 15,000 420520 COMMUNITY SERVICES INCOME $ 37,000 420525 IMPOUNDED VEHICLE RELEASE FEES $ 3,000 420530 DUI VEHICLE RELEASE FEES $ 3,000 420535 REPOSSESSED VEHICLE RELEASE FEE $ 300 430110 INVESTMENT INCOME $ 86,700 431000 RENTS $ 528,920 440100 GRANT REVENUE $ 1,267,931 441010 COPS - SLESF FUNDS $ 100,000 442001 MOTOR VEHICLE IN -LIEU TAX $ 8,670 450110 FIRE SERVICE $ 20,000 450120 ENGINEERING INSPECTION FEES $ 70,000 458000 GENERAL CITY ADMINISTRATIVE SERVICES $ 3,738,862 459030 GROUP MEDICAL REVENUE $ 228,257 461100 MISCELLANEOUS AND PENALTIES $ 53,988 461300 FREE SALES CERTIFICATE FEES $ 25,000 466000 P.O.S.T. REIMBURSEMENT $ 1,000 466200 PLAN CHECK FEES $ 446,330 466220 GREEN BUILDING STANDARDS FEE $ 10,262 466230 ANNUAL FEE $ 1,000 466600 COPIES AND PUBLICATIONS $ 18,425 466700 BACKFLOW CERTIFICATES $ 20,000 466900 MISCELLANEOUS $ 269,517 467000 STRIKE TEAM REIMBURSEMENT $ 50,000 467100 EMS REIMBURSEMENT $ 100,000 468400 VARIANCES $ 6,597 469300 RESERVE APPLIED $ 440,825 499700 CREDIT FOR GARAGE WORK ORDERS $ 375,000 600910 OTHER INCOME $ 387,920 630055 LIGHT AND POWER IN -LIEU TAX $ 4,995,000 TOTAL GENERAL FUND 61,301,834 FIDUCIARY FUND 022 RDA/SUCCESSOR AGENCY TAX INCREMENT $ 5,911,113 SUB -TOTAL FIDUCIARY FUND 5,911,113 TOTAL GOVERNMENTAL TYPE FUNDS 67,212,947 EXHIBIT "B" Page 2 of 3 CITY OF VERNON ESTIMATED REVENUES 2020-2021 Object FY2021 PROPRIETARY FUND TYPES WATER DEPARTMENT 020 WATER - REVENUES $ 10,556,377 020 WATER - PROCEEDS FROM LONG-TERM DEBT $ 7,376,685 020 WATER - RESERVES APPLIED $ (1,614,610) LIGHT AND POWER 055 LIGHT AND POWER - REVENUES $ 218,453,351 055 LIGHT AND POWER - PROCEEDS FROM LONG-TERM DEBT $ 9,395,000 055 LIGHT AND POWER - RESERVES APPLIED $ (6,110,291) FIBER -OPTICS 057 FIBER -OPTICS - REVENUES $ 700,000 057 FIBER -OPTICS - RESERVES APPLIED $ 31,837 GAS UTILITY 056 GAS - REVENUES $ 14,133,775 056 GAS - RESERVES APPLIED $ (171,550) SUB -TOTAL PROPRIETARY FUNDS 252,750,574 GRAND TOTAL ALL FUNDS $ 319,963,521 EXHIBIT "B" Page 3 of 3 DEPARTMENT: 011.1001 CITY COUNCIL EXPENSES: SALARIES BENEFITS SUPPLIES/SERVICES TOTAL EXPENSES CITY OF VERNON Budget Summary 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY-2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) $ 146,349 $ - $ 152,217 $ 5,868 $ (146,349) $ 152,217 61,579 - 67,671 6,092 (61,579) 67,671 39,984 - 39,984 - (39,984) 39,984 $ 247,912 $ - $ 259,872 $ 11,960 $ (247,912) $ 259,872 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Councilmembers 4.0 $ 117,079 $ 121,773 $ 4,694 Mayor 1.0 29,270 30,444 $ 1,174 DEPARTMENT TOTALS 5.0 $ 146.349 $ 152.217 $ 5.868 CITY OF VERNON Fund 011 Department 1001 - General Fund City Council Department Budget Detail 2020-2021 DEPARTMENT: 011.1001 CITY COUNCIL A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENSES: SALARIES 501010 Salaries - Regular 146,349 152,217 5,868 (146,349) 152,217 501012 Salaries - Premium 146,349 152,217 5,868 (146,349) 152,217 BENEFITS 502020 Retirement 25,146 27,662 2,516 (25,146) 27,662 502030 Group Insurance Premiums 34,311 37,802 3,491 (34,311) 37,802 502060 Medicare 2,122 2,207 85 (2,122) 2,207 61,579 67,671 6,092 (61,579) 67,671 SUPPLIES/SERVICES 520000 Supplies 1,780 1,780 - (1,780) 1,780 596500 Travel 38,204 38,204 (38,204) 38,204 596550 Memberships 39.984 39.984 (39.984) 39.984 TOTAL EXPENSES $ 247,912 $ $ 259,872 $ 11,960 $ (247,912) $ 259,872 2of3 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1001 -CITY COUNCIL 2020-2021 Account No. 520000 - Supplies FY2020 FY2021 Name Description Budget Budget 1 Photography Professional Photo Session (if a new Council member is elected at the April 2021 $ 500 $ 500 election, a professional photo of him/her will be needed for the hallway wall) 2 SILVA'S Business Cards (if any reorganizational changes occur as a result of the April 400 400 2021 election, new business cards may be needed) 3 STAPLES General Office/Desk Supplies 150 150 4 Huntington Park Rubber Stamp Company Desktop Name Plates (if any reorganizational changes occur as a result of the 30 30 April 2021 election, a new set of name plates may be needed for Council Office) 5 Vendor Name City of Vernon Polos 700 700 $ 1,780 $ 1,780 Account No. 596500 - Travel FY2020 FY2021 Name Description Budget Budget 1 League of Cities Conference/Seminar 12,389 12,389 2 CCCA Annual Legislative Orientation Tour Legislative Orientation Tour/Fall Seminar/Municipal Seminar 9,604 9,604 3 ICA Seminars/Meetings Winter Seminar/Summer Seminar 9,980 9,980 4 Miscellaneous Conference Attendance 5,000 5,000 5 Mileage Reimbursement 1,231 1,231 $ 38,204 $ 38,204 Account No. 596550 - Membershio Dues FY2020 FY2021 Name Description Budget Budget Eco-Rapid Transit (Orangeline Development $ 1 Authority) Annual Membership Dues 3of3 DEPARTMENT: 011.1002 CITY ADMINISTRATION EXPENSES: SALARIES BENEFITS SUPPLIES/SERVICES TOTAL EXPENSES CITY OF VERNON Budget Summary 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) $ 570,062 $ - $ 596,747 $ 26,685 $ (570,062) $ 596,747 311,100 - $ 259,838 (51,262) (311,100) 259,838 78,871 - $ 128,371 49,500 (78,871) 128,371 $ 960,033 $ - $ 984,956 $ 24,923 $ (960,033) $ 984,956 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Proposed (Decrease) Administrative Analyst 1.0 $ 98,483 $ 107,554 $ 9,071 Administrative Assistant 0.5 22,558 23,463 905 Administrative Assistant, Senior 0.5 27,420 29,945 2,525 City Administrator 1.0 317,618 330,353 12,735 Deputy City Administrator 0.0 - - - Executive Assistant to the City Administrator 1.0 98,483 103,932 5,449 Public Information Officer 0.0 - - - Overtime Payout (vacation and sick excess hours) DEPARTMENT TOTALS 1,500 1,500 - 4,000 - (4,000) 4.0 $ 570,062 $ 596,747 $ 26,685 CITY OF VERNON Fund 011 Department 1002 - General Fund - City Administrator Department Budget Detail 2020-2021 DEPARTMENT: 011.1002 CITY ADMINISTRATION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENSES: SALARIES 501010 Salaries - Regular $ 559,872 $ 588,625 $ 28,753 $ (559,872) $ 588,625 501012 Salaries - Premium 8,690 6,622 (2,068) (8,690) 6,622 Severance pay 501020 Salaries - O.T. 1,500 1,500 - (1,500) 1,500 570,062 596,747 26,685 (570,062) 596,747 BENEFITS 502020 Retirement 174,207 174,207 - (174,207) 174,207 502030 Group Insurance Premiums 128,627 76,978 (51,649) (128,627) 76,978 502060 Medicare 8,266 8,653 387 (8,266) 8,653 502070 Unemployment - - - - 311,100 259,838 (51,262) (311,100) 259,838 SUPPLIES/SERVICES 520000 Supplies 8,932 3,932 (5,000) (8,932) 3,932 550000 Advertisement / Promotion 20,500 - (20,500) (20,500) - 570000 Vehicle Expense 8,400 8,400 (8,400) 8,400 593200 Professional Services - Legal - - - - 596200 Professional Services - Other - 75,000 75,000 75,000 596500 Travel 16,500 16,500 - (16,500) 16,500 596550 Memberships 22,439 22,439 (22,439) 22,439 596600 Books & Publications - - - 596700 Training 2,100 2,100 (2,100) 2,100 78,871 - 128,371 49,500 (78,871) 128,371 TOTAL EXPENSES $ 960,033 $ - $ 984,956 $ 24,923 $ (960,033) $ 984,956 2 of 5 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1002 - CITY ADMINISTRATION 2020-2021 Account No. 501020 - Overtime Name 1 Executive Assistant to City Administrator Overtime 2 Sr Administrative Assistant Overtime 3 Administrative Analyst Overtime Account No. 520000 - Supplies Name 1 Warehouse 2 Office Depot 3 Huntington Park Rubber Stamp 4 Fed Ex 5 Community Outreach Event Supplies/Various Vendors 6 Holiday D6cor/Various Vendors 7 Vendor TBD Account No. 550000 - Advertisement/Promotion Detailed FY2020 Description Budget FY2021 Budget 500 500 500 500 500 500 $ 1,500 $ 1,500 Detailed FY2020 FY2021 Description Budget Budget Bottled Water, Copy Paper, Coffee 945 945 General office supplies 1,435 1,435 Name Plates 200 200 Mail 102 102 City Hall Interior/Exterior Employee Polo Shirts 6,000 1,000 250 250 $ 8,932 $ 3,932 Detailed FY2020 FY2021 Name Description Budget Budget 1 Vendor TBD Professional Printing 5,000 2 Eastern Group Publications Posting - 3 Rio Hondo Rotary Christmas Fundraiser 500 4 Miscellaneous Sponsorship/ Event 15,000 Attendance $ 20,500 $ - Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 City Admin General Use Vehicle Gas Usage 1,200 1,200 2 City Admin General Use Vehicle Garage Work Orders 3,000 3,000 3 City Administrator Vehicle Gas Usage 1,200 1,200 4 City Administrator Vehicle Garage Work Orders 3,000 3,000 $ 8,400 $ 8,400 3 of 5 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1002 - CITY ADMINISTRATION 2020-2021 Account No. 593200 - Legal Detailed FY2020 FY2021 Name Description Budget Budget 1 City Administrator Legal Reimbursement Allowance Per City Administrator Employment Agreement Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 Legislative/Regulatory Advocacy Firm Firm to consult on legislative matters/issues of 75,000 importance to Vernon $ - $ 75,000 Account No. 596500 - Travel Detailed FY2020 FY2021 Type Description Budget Budget 1 Air, Hotel, Meals, Etc. Various Seminars/Meetings 5,500 5,500 2 Miscellaneous Conference Attendance 10,000 10,000 3 Mileage Reimbursement 1,000 1,000 $ 16,500 $ 16,500 Account No. 596700 - Traini Detailed FY2020 FY2021 Type Description Budget Budget 1 Fred Pryor Seminars Performance & Skill Development 600 600 2 Workshops/Conferences Skill Development 1,500 1,500 $ 2,100 $ 2,100 4 of 5 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1002 - CITY ADMINISTRATION 2020-2021 Account No. 596550 - Membership Dues Detailed FY2020 FY2021 Name Description Budget Budget 1 Gateway Cities Council of Governments Membership Dues 13,000 13,000 2 California Contract Cities Association Membership Dues 6,000 6,000 3 League of California Cities - L.A. County Membership Dues 1,000 1,000 Division 4 Independent Contract Cities Membership Dues 550 550 5 League of CA Cities Membership Dues 74 74 6 National League of Cities Membership Dues 300 300 7 Southern California Association of Membership Dues 115 115 Governments 8 ICMA Membership Dues 1,400 1,400 $ 22,439 $ 22,439 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 5 of 5 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1003 CITY CLERK A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SALARIES $ 363,910 $ - $ 348,548 $ (15,362) $ (363,910) $ 348,548 BENEFITS 141,725 - 155,152 13,427 (141,725) 155,152 SUPPLIES/SERVICES 93,000 - 92,500 (500) (93,000) 92,500 TOTAL EXPENSES $ 598,635 $ - $ 596,200 $ (2,435) $ (598,635) $ 596,200 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Administrative Secretary 1.0 $ 64,983 $ 70,830 $ 5,847 City Clerk 1.0 206,239 184,494 (21,745) Deputy City Clerk 0.0 - - - Records Management Assistant 1.0 88,188 91,724 3,536 Overtime 1,500 Payout (vacation and sick excess hours) 3,000 1,500 - DEPARTMENT TOTALS 3.0 $ 363,910 $ 348,548 $ (12,362) DEPARTMENT: 011.1003 CITY CLERK CITY OF VERNON Fund 011 Department 1003 - General Fund City Clerk Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENSES: SALARIES 501010 Salaries - Regular $ 338,689 $ 326,419 $ (12,270) $ (338,689) $ 326,419 501012 Salaries - Premiums 23,721 20,629 (3,092) (23,721) 20,629 501020 Salaries - O.T. 1,500 1,500 (1,500) 1,500 363,910 348,548 (15,362) (363,910) 348,548 BENEFITS 502020 Retirement 102,924 103,348 424 (102,924) 103,348 502030 Group Insurance Premium 33,524 46,750 13,226 (33,524) 46,750 502060 Medicare 5,277 5,054 (223) (5,277) 5,054 141,725 155,152 13,427 (141,725) 155,152 SUPPLIES/SERVICES 520000 Supplies 5,000 6,000 1,000 (5,000) 6,000 550000 Advertisement/Promotion 6,000 6,000 - (6,000) 6,000 593200 Professional Services - Legal 10,000 5,000 (5,000) (10,000) 5,000 596200 Professional Services - Other 32,000 35,600 3,600 (32,000) 35,600 Includes Record Management Consultant 596300 Election Costs 25,000 25,000 - (25,000) 25,000 596550 Memberships 1,300 1,200 (100) (1,300) 1,200 596700 Training 13,700 13,700 (13,700) 13,700 93,000 92,500 (500) (93,000) 92,500 TOTAL EXPENSES $ 598,635 $ $ 596,200 $ (2,435) $ (598,635) $ 596,200 2 of 4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1003 - CITY CLERK 2020-2021 Account No. 520000 - SuDDlies Detailed FY2020 FY2021 Name Description Budget Budget 1 Huntington Park Rubber Stamp Name Plates 1,000 1,000 2 Office Depot / FedEx Office Supplies 4,000 4,000 3 Passport Supplies Photo paper, equipment 1,000 $ 5,000 $ 6,000 Account No. 550000 - Advertisement/Promotion Name Los Angeles Wave City Clerk Department Outreach Account No. 593200 - Professional Services - Legal Detailed FY2020 FY2021 Description Budget Budget Public Notifications 5,000 5,000 Elections, Community, etc. 1,000 1,000 $ 6,000 $ 6,000 Detailed FY2020 FY2021 Name Description Budget Budget 1 Colantuono, Highsmith, & Whatley Elections 10,000 5,000 $ 10,000 $ 5,000 Account No. 596200 - Professional Services - Other Name 1 Williams Records Management 2 American Legal Publishing 3 Vernon City Library 4 Records Management Program Development 5 Granicus Detailed FY2020 FY2021 Description Budget Budget Document storage - City wide 18,000 18,000 Municipal Code codification updates 12,000 12,000 Redevelop COVL Plan 1,000 1,000 Ongoing Records Management & 1,000 1,000 Annual Rec's Ret. Sched. Updates Disclosure Docs - online Form 700 filing 3,600 software $ 32,000 $ 35,600 3of4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1003 - CITY CLERK 2020-2021 Account No. 596300 - Election Costs Name Los Angeles County Registrar Recorder County Clerk Account No. 596550 - Membership Dues Detailed FY2020 FY2021 Description Budget Budget Election Consultant, Materials, 25,000 25,000 Supplies, & County Services $ 25,000 $ 25,000 Detailed FY2020 FY2021 Name Description Budget Budget 1 IIMC Annual Membership Dues 500 500 2 ARMA Annual Membership Dues 300 300 3 National Notary Association Annual Membership Dues 100 - 4 CCAC Annual Membership Dues 400 400 $ 1,300 $ 1,200 Account No. 596700 - Trainin Detailed FY2020 FY2021 Name Description Budget Budget 1 TTC Training Registration Fees and Travel 1,500 1,500 2 Records Management Training(s) Registration Fees and Travel 500 500 3 League of CA Cities City Clerk's New Law Conference Registration Fees and Travel 2,500 2,500 4 CCAC Annual Conference Registration Fees and Travel 1,500 1,500 5 CCAC Association Meetings throughout CA Registration Fees and Travel 700 700 6 IIMC Annual Conference 2020 Registration Fees and Travel 2,500 2,500 7 ICMA Trainings and Conference Registration Fees and Travel 2,500 2,500 8 Other City Clerk Dept. Related Trainings Registration Fees and Travel 1,000 1,000 9 League of CA Cities Annual Conference Registration Fees and Travel 1,000 1,000 $ 13,700 $ 13,700 4of4 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1004 FINANCE A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 35,313,267 $ 37,240,975 $ 38,260,826 $ 2,947,559 $ 1,927,708 $ 1,019,851 EXPENSES: SALARIES $ 1,334,418 $ 1,316,070 $ 1,310,506 $ (23,912) $ (18,348) $ (5,564) BENEFITS 562,287 519,721 602,019 39,732 (42,566) 82,298 SUPPLIES/SERVICES 1,458,294 1,449,661 1,194,835 (263,459) (8,633) (254,826) TOTAL EXPENSES $ 3,354,999 $ 3,285,452 $ 3,107,360 $ (247,639) $ (69,547) $ (178,092) FY2020 FY2021 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Account Clerk 2.0 $ 108,567 $ 115,576 $ 7,009 Accountant, Senior 1.0 93,793 102,432 8,639 Assistant Buyer 1.0 74,990 81,758 6,768 Assistant Finance Director 1.0 194,990 158,906 (36,084) Business and Account Supervisor 1.0 140,076 145,633 5,557 Business License Clerk 1.0 63,483 51,735 (11,748) Buyer 1.0 90,827 94,409 3,582 Deputy City Treasurer 1.0 160,419 166,851 6,432 Director of Finance/City Treasurer 1.0 241,811 218,289 (23,522) Payroll Specialist 1.0 74,990 77,937 2,947 Risk Management Assistant 1.0 63,472 69,180 5,708 Overtime 5,000 5,000 - Payout (vacation and sick excess hours) 22,000 22,800 800 DEPARTMENT TOTALS 12.0 $ 1,334,418 - $ 1,310,506 $ (23,912) CITY OF VERNON Fund 011 Department 1004 - General Fund - Finance Department Budget Detail 2020-2021 DEPARTMENT: 011.1004 FINANCE REVENUES 400110 Property Taxes - Current Secured 400210 Property Taxes - Prior Years Secured 400211 Property Taxes - Prior Year Unsecured 400310 Property Taxes - Real Transfer Tax 400500 Property Taxes - Penalties 400700 Property Taxes - Homeowners' Exemption 400820 PSAF - Public Safety Augmentation Fund 401000 Utility Users Tax 401200 Sales and Use Tax 401600 Administrative Fees - SB2557 410100 Business Licenses 410212 Alarm Permits 410300 Franchises and Agreements 430110 Investment Income 442001 In -Lieu Taxes - State Motor Vehicle 458000 General City Administrative Service Rev 461100 Fines and Penalties 466900 Miscellaneous Revenues 469300 Reserve Applied 630055 In -Lieu Taxes from Fund 055 670010 Sale of Capital Asset 690100 Operating Transfer In TOTAL REVENUES SALARIES: 501010 Salaries - Regular 501012 Salaries - Premiums 501020 Salaries - O.T. A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 3,863,645 3,863,645 4,440,917.90 577,273 0 577,273 Moved $500k from Health (8,658) (8,658) (8,831) (173) - (173) 237,548 237,548 242,299 4,751 0 4,751 7,576 7,576 7,728 152 (0) 152 16,883 16,883 17,221 338 0 338 1,840 1,840 1,877 37 (0) 37 12,000,000 12,000,000 11,016,000 (984,000) - (984,000) 7,854,000 7,854,000 8,250,000 396,000 - 396,000 (35,541) (36,833) (36,252) (711) (1,292) 581 5,500,000 5,500,000 4,768,500 (731,500) - (731,500) 9,500 4,500 9,690 190 (5,000) 5,190 85,000 95,000 86,700 1,700 10,000 (8,300) 8,500 8,500 8,670 170 - 170 3,665,551 3,665,551 3,738,862 73,311 - 73,311 25,000 25,000 25,500 500 - 500 6,000 1,930,000 256,120 250,120 1,924,000 (1,673,880) $250,000 COVID-19 Federal assistancce (2,849,552) (2,849,552) 440,825 3,290,377 - 3,290,377 4,925,975 4,925,975 4,995,000 69,025 0 69,025 35,313,267 37,240,975 38,260,826 2,947,559 1,927,708 1,019,851 1,249,841 1,112,070 1,235,143 (14,698) (137,771) 123,073 79,577 200,000 70,363 (9,214) 120,423 (129,637) 5,000 4,000 5,000 (1,000) 1,000 1,334,418 1,316,070 1,310,506 (23,912) (18,348) (5,564) 2 of 6 DEPARTMENT: 011.1004 FINANCE BENEFITS: 502020 Retirement 502030 Insurance Premiums - Medical 502060 FICA Taxes SUPPLIES/SERVICES: 502090 Claims Expenditure - SIR Settlements 503035 Insurance Premiums - Property/Crime 520000 Supplies 530015 Real Estate Taxes 530034 Cash(Over)Short 550000 Advertisement/Promotion 592010 Bank Service Fees 593200 Professional Services - Legal 594200 Professional Services - Administrative 595200 Professional Services - Technical 596200 Professional Services - Other 596500 Travel 596550 Membership Dues 596600 Books & Publications 596700 Employee Development & Training 790100 Operating Transfer Out 888200 Emergency Preparedness TOTAL EXPENDITURES CITY OF VERNON Fund 011 Department 1004 - General Fund - Finance Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 373,030 337,650 383,760 10,730 (35,380) 46,110 169,908 162,722 199,257 29,349 (7,186) 36,535 19,349 19,349 19,002 (347) - (347) 562,287 519,721 602,019 39,732 (42,566) 82,298 - 6,467 - 6,467 (6,467) 994,663 994,663 835,142 (159,521) 0 (159,521) 54,200 54,200 54,200 - - 9,500 6,500 6,000 (3,500) (3,000) (500) - (0) - (0) 0 45,000 40,000 46,100 1,100 (5,000) 6,100 5,000 2,000 5,000 - (3,000) 3,000 150 150 - (150) - (150) 274,557 274,557 196,482 (78,075) - (78,075) 60,679 60,679 31,550 (29,129) - (29,129) 7,900 4,000 9,300 1,400 (3,900) 5,300 2,245 2,245 2,511 266 - 266 1,000 1,000 2,550 1,550 - 1,550 3,400 3,200 6,000 2,600 (200) 2,800 1,458,294 1,449,661 1,194,835 (263,459) (8,633) (254,826) 3,354,999 3,285,452 3,107,360 (247,639) (69,547) (178,092) 3 of 6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1004 - FINANCE 2020-2021 Account No. 503035 - Insurance Premiums - Property/Crime Detailed FY2020 FY2021 Name Description Budget Budget 1 Aon Insurance Services Excess Liability 227,817 273,381 2 Aon Insurance Services Public Official Errors & Omissions & Employment Practice Liability 158,388 190,066 3 Aon Insurance Services Excess Workers Compensation 142,764 171,317 4 Aon Insurance Services Employee Crime 3,808 4,570 5 Aon Insurance Services Commercial Property 298,711 - 6 Aon Insurance Services Residential Property 35,545 42,654 7 Aon Insurance Services Environmental Impairment Liability 16,893 20,272 8 Aon Insurance Services Cyber Liability 42,380 50,856 9 Aon Insurance Services Brokerage Fee 68,355 82,026 Account No. 520000 - Supplies 994,663 835,142 Detailed FY2020 FY2021 Name Description Budget Budget 1 US Postal Service Postage 45,000 45,000 2 Staples and Other Office Supplies 6,000 6,000 3 Pospaper.com Cash register receipt paper 200 200 4 Staples Office Supplies 1,500 1,500 5 Proforma Express Graphics Business forms (envelopes, checks..etc.) 1,500 1,500 54,200 54,200 Account No. 530015 - Real Estate Taxes Detailed FY2020 FY2021 Name Description Budget Budget 1 L.A. County Tax Collector Possessory Interest Tax (Austin Trucking Inc.) 9,500 6,000 9,500 6,000 Account No. 592010 - Bank Service Fees Detailed FY2020 FY2021 Name Description Budget Budget 1 East West Bank Account maintenance fees. 45,000 100 2 OpenEdge Credit card processing fees. - 46,000 45,000 46,100 Account No. 593200 - Professional Services - Legal Detailed FY2020 FY2021 Name Description Budget Budget 1 Orrick, Herrington & Sutcliffe, LLP Legal Compliance Matters 5,000 5,000 5,000 5,000 Account No. 594200 - Professional Services - Administrative Detailed FY2020 FY2021 Name Description Budget Budget 1 No anticipated expenditures this fiscal year. 150 150 4of6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1004 - FINANCE 2020-2021 Account No. 595200 - Professional Services Technical Detailed FY2020 FY2021 Name Description Budget Budget 1 Epic Land Solutions Infrastructure Asset Valuation Report 100,000 10,000 2 RFP Audit of City's annual financial report 111,200 150,000 3 Munis Services UUT Implementation (3-Year contract not to exceed $45,000) 11,250 15,000 4 TBD Legal and Tax Services 1,875 2,000 5 HDL Coren & Cone HDL Business License Database Archive 800 - 6 Aon Risk Solutions Worker's compensation and general liability actuarial reports 5,950 6,000 7 Bank of New York Bond Trustee 2,482 2,482 8 Calipers GASB 68 report and census data file (misc. and safety) 6,000 6,000 9 HDL Coren & Cone Business License Outsourcing 30,000 - 10 Van Iwaarden GASB 75 - OPEB Actuarial reports 5,000 5,000 274,557 196,482 Account No. 596200 - Professional Services - Other Detailed FY2020 FY2021 Name Description Budget Budget 1 Munis Services Sales Taxes (3-Year contract not to exceed $22,500) 5,381 7,500 2 Munis Services Property Taxes (3-Year contract not to exceed $21,000) 44,273 7,000 3 Munis Services Property Taxes (setup fee) - 5,000 4 Caine & Weiner Company Collection Agency fees 1,940 2,000 5 County of Los Angeles LAFCO Charges 7,935 8,900 6 Novex Global, Inc. 1,150 1,150 60,679 31,550 Account No. 596500 - Travel 11 Detailed FY2020 FY2021 Type Description Budget Budget 1 Conferences/Continuing Education Seminar/Training Travel/Mileage 6,400 7,200 2 Out -of -State travel Per diem, airfare, and lodging. 1,500 2,100 7,900 9,300 Account No. 596550 - Membership Dues Name Detailed Description FY2020 Budget FY2021 Budget 1 GFOA Professional Membership Dues 500 600 2 CSMFO Professional Membership Dues 500 600 3 American Payroll Association Professional Membership Dues - 516 4 CAJPA California Association of Joint Powers Authorities 450 - 5 PARMA Public Agency Risk Management Association 150 150 6 League of California Cities Professional Membership Dues 75 75 7 Cal Municipal Treasurers Assoc. Professional Membership Dues 310 310 8 Two Purchasing Assistants CAPPO & CMRTA Dues 260 260 2,245 2,511 Account No. 596600 - Books & Publications Name Detailed Description FY2020 Budget FY2021 Budget 1 GFOA Accounting/Financial Statement Publications 250 500 2 GASB Accounting/Financial Statement Publications 250 300 3 Various Providers Department reference materials 250 250 4 Accounting and Payroll Reporting guides and regulations 250 1,500 1,000 2,550 5 of 6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1004 - FINANCE 2020-2021 Account No. 596700 - Employee Development & Training Detailed FY2020 FY2021 Type Description Budget Budget 1 Various Providers Continuing Professional Education 1,000 2,000 2 Risk Management Cert Continuing Professional Education 1,000 2,000 3 Various Providers Training material/courses estimated 1,000 2,000 4 Two Purchasing Assistants CAPPO & CMRTA 400 - 3,400 6,000 Account No. 888200 -Emergency Preparedness M Detailed FY2020 FY2021 Name Description Budget Budget 1 Agility Recovery OES 2 TBD FEMA/EOC Preparedness 6of6 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1021 COMMUNITY PROMOTION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SUPPLIES/SERVICES $ 174,500 $ 100,000 VERNON COMMUNITY FUND $ 325,500 $ - $ 400,000 $ - $ (500,000) $ 500,000 TOTAL EXPENSES $ 500,000 $ - $ 500,000 $ - $ (500,000) $ 500,000 CITY OF VERNON Fund 011 Department 1021 -General Fund - Community Promotion Department Budget Detail 2020-2021 DEPARTMENT: 011.1021 COMMUNITY PROMOTION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENSES: 550000 Advertisement/Promotion $ - $ - $ - $ - $ - 596200 Professional Services Other 174,500 100,000 (74,500) (174,500) 100,000 790100 Operating Transfer Out - - - - 797000 Good Neighbor Program 325,500 400,000 74,500 (325,500) 400,000 500,000 500,000 (500,000) 500,000 TOTAL EXPENSES $ 500,000 $ - $ 500,000 $ - $ (500,000) $ 500,000 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1021 - COMMUNITY PROMOTION 2020-2021 Account No. 550000 - Advertisement/Promotion Detailed FY2020 FY2021 Name Description Budget Budget 1 Vernon Promotion Miscellaneous community enrichment - Account No. 596200 - Professional Services Other Name 1 Vendor TBD Detailed Description Contract Services for administration of Good Neighbor Program/Vernon CommUNITY Fund Grant Committee Account No. 790100 - Operatinq Transfer Out Name 2 Community Development Fund Detailed Description Community Development Account No. 797000 - Good Neighbor Program Name 1 Vernon Community Fund FY2020 FY2021 Budget Budget 174,500 100,000 $ 174,500 $ 100,000 FY2020 FY2021 Budget Budqet Detailed FY2020 FY2021 Description Budget Budget VCF Grant Awards 325,500 400,000 $ 325,500 $ 400,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 022.1022 Successor Agency Fund A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES 5,698,006 - 5,911,113 213,107 (5,698,006) 5,911,113 EXPENSES: SUPPLIES/SERVICES 5,698,006 - 5,911,113 213,107 (5,698,006) 5,911,113 TOTAL EXPENSES 5,698,006 - 5,911,113 213,107 (5,698,006) 5,911,113 1 of 4 DEPARTMENT: 022.1022 Successor Agency Fund REVENUES: 400110 Property Taxes - Current Secured 400111 ROPS Distribution 400410 Property Taxes - Pass Through 401600 Administrative Fees - SB2557 610110 Investment Income 610170 Unrealized (Gain)Loss on Investments TOTAL REVENUES EXPENSES: SUPPLIES/SERVICES 530015 Real Estate Taxes 592010 Bank Service Fees 592013 Investment Fees 593200 Professional Services - Legal 594200 Professional Services - Administrative 760005 Principal on Bonds 760010 Interest on Bonds TOTAL EXPENSES CITY OF VERNON Fund 022 Department 1022 - Successor Agency Fund Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 5,698,006 - 5,911,113 213,107 (5,698,006) 5,911,113 Property tax distribution 5,698,006 - 5,911,113 213,107 (5,698,006) 5,911,113 125,000 - 250,000 125,000 (125,000) 250,000 State allowed administrative cost to wind down RDA 2,825,000 - 3,105,000 280,000 (2,825,000) 3,105,000 2,748,006 - 2,556,113 (191,894) (2,748,006) 2,556,113 5,698,006 - 5,911,113 213,107 (5,698,006) 5,911,113 5,698,006 - 5,911,113 213,107 (5,698,006) 5,911,113 2 of 4 CITY OF VERNON FUND 026 - SUCCESSOR AGENCY FUND DEPARTMENT 1022 - REDEVELOPMENT 2020-2021 Account No. 592010 - Bank Service Fees Detailed FY2020 FY2021 Name Description Budget Budget 1 Bank of New York Bank Fees - - Account No. 592013 - Investment Fees Detailed FY2020 FY2021 Name Description Budget Budget 1 BLX Group Continuing Disclosure Reporting - - Account No. 530015 - Real Estate Taxes Name 1 LA County Assessor's Office Detailed FY2020 FY2021 Description Budget Budget Property Tax - - Account No. 593200 - Professional Services Legal Detailed FY2020 FY2021 Name Description Budget Budget 1 Best, Best & Krieger Legal Fees - - Account No. 594200 - Professional Services Administrative Detailed FY2020 FY2021 Name Description Budget Budget 1 City of Vernon, Bank of New York, State allowed administrative cost to wind 125,000 250,000 BLX Group, and Best, Best & Krieger down RDA 125,000 250,000 3 of 4 CITY OF VERNON FUND 026 - SUCCESSOR AGENCY FUND DEPARTMENT 1022 - REDEVELOPMENT 2020-2021 Account No. 760005 - Principal on Bonds Name 1 2005 Series 2 2011 Series Detailed FY2020 FY2021 Description Budget Budget Principal 1,575,000 1,720,000 Principal 1,250,000 1,385,000 2,825,000 3,105,000 Account No. 760010 - Interest on Bonds Name 1 2005 Series 2 2011 Series Detailed FY2020 FY2021 Description Budget Budget Interest 1,704,381 1,617,888 Interest 1,043,625 938,225 2,748,006 2,556,113 4 of 4 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1023 INDUSTRIAL DEVELOPMENT A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) REVENUES $ - $ - $ - $ - $ - $ - EXPENSES: SALARIES - - - - - - BENEFITS - - - - - - SUPPLIES/SERVICES 51,230 - 51,480 250 (51,230) 51,480 TOTAL EXPENSES $ 51,230 $ - $ 51,480 $ 250 $ (51,230) $ 51,480 CAPITAL: EXPENDITURES $ - $ - $ - $ - $ - $ - Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Director of Industrial Development - $ - $ - $ - Economic Development Manager - - - - Senior Administrative Assistant - - - - Overtime - - - Payout (vacation and sick excess hours) - - - DEPARTMENT TOTALS - $ - $ - $ - CITY OF VERNON Fund 011 Department 1023 - General Fund Industrial Development Department Budget Detail 2020-2021 DEPARTMENT: 011.1023 INDUSTRIAL DEVELOPMENT A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENSES: SUPPLIES/SERVICES 520000 Supplies $ 1,000 $ $ 1,000 (1,000) 1,000 550000 Advertisement/Promotion 35,000 35,000 (35,000) 35,000 560000 Utilities - - - 593200 Professional Services - Legal - - - 596200 Professional Services - Other 4,800 4,800 (4,800) 4,800 596500 Travel 5,000 5,000 (5,000) 5,000 596550 Membership Dues 5,000 5,000 (5,000) 5,000 596600 Books & Publications 430 680 250 (430) 680 51,230 51,480 250 (51,230) 51,480 TOTAL EXPENSES $ 51,230 $ $ 51,480 $ 250 $ (51,230) $ 51,480 CAPITAL 900000 Capital Outlays $ $ $ $ $ $ TOTAL CAPITAL $ $ $ $ $ $ CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1023 - INDUSTRIAL DEVELOPMENT 2020-2021 Account No. 520000 - Suanlies Name 1 Warehouse 2 Staples 3 Huntington Park Rubber Stamp 4 Fed Ex Detailed FY2020 FY2021 Description Budget Budget Copy Paper 400 400 General Office Supplies 300 300 Name Plates 100 100 Mail 200 200 Account No. 550000 - Advertisement/Promotion Name 1 Vernon Chamber 2 LAEDC 3 Miscellaneous Sponsorhip/Event Attendance 4 TBD Detailed Description Installation Luncheon/Economic Forecast/Golf Tourney Eddy Awards Banners/ Brochures/Promotional items Account No. 596200 - Professional Services - Other Name 1 Vernon Business & Industry Commission 2 Professional Services Account No. 596500 - Travel Name 1 Air, Hotel, Etc. 1,000 1,000 FY2020 FY2021 Budget Budget 25,000 25,000 4,000 4,000 5,000 5,000 1,000 1,000 35,000 35,000 Detailed FY2020 FY2021 Description Budget Budget Meeting Stipends 4,800 4,800 Various Firms - - 4,800 4,800 Detailed FY2020 FY2021 Description Budget Budget Various Seminars/Meetings 5,000 5,000 5,000 5,000 3of4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1023 - INDUSTRIAL DEVELOPMENT 2020-2021 Account No. 596550 - Membership Dues Name 1 The Greater Huntington Chamber of Commerce 2 LAEDC Detailed FY2020 FY2021 Description Budget Budget Membership Dues - - Membership Dues Account No. 596600 - Books & Publications Name 1 Los Angeles Business Journal 2 The Wallstreet Journal 3 The Economist 4 Los Angeles Times 5,000 5,000 5,000 5,000 Detailed FY2020 FY2021 Description Budget Budget Annual Subscription 130 130 Annual Subscription - - Annual Subscription - - Annual Subscription 300 550 430 680 4 of 4 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1024 CITY ATTORNEY A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SALARIES $ 785,281 $ $ 309,480 $ (475,801) $ (785,281) $ 309,480 BENEFITS 342,808 170,989 (171,819) (342,808) 170,989 SUPPLIES AND SERVICES 427,500 653,500 226,000 (427,500) 653,500 TOTAL EXPENSES $ 1,555,589 $ $ 1,133,969 $ (421,620) $ (1,555,589) $ 1,133,969 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget' Budget (Decrease) City Attorney - $ 307,293 $ - $ (307,293) Legal Administrative Analyst 1.0 93,793 102,432 8,639 Senior Deputy City Attorney 1.0 380,695 203,348 (177,347) Overtime Payout (excess vacation and sick hours) DEPARTMENT TOTALS 500 3,000 500 - 3,200 200 2.0 $ 785,281 $ 309,480 $ (475,801) CITY OF VERNON Fund 011 Department 1024 - General Fund City Attorney Department Budget Detail 2020-2021 DEPARTMENT: 011.1024 CITY ATTORNEY A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENSES: SALARIES 501010 Salaries - Regular $ 763,229 $ $ 290,705 $ (472,524) $ (763,229) $ 290,705 501012 Salaries - Premiums 21,552 18,275 (3,277) (21,552) 18,275 501020 Salaries - O.T. 500 500 (500) 500 785,281 309,480 (475,801) (785,281) 309,480 BENEFITS 502020 Retirement 264,504 134,443 (130,061) (264,504) 134,443 502030 Group Insurance Premiums 66,917 32,059 (34,858) (66,917) 32,059 502060 Medicare 11,387 4,487 (6,900) (11,387) 4,487 502070 Unemployment - - - 342,808 170,989 (171,819) (342,808) 170,989 SUPPLIES/SERVICES 510000 Office Supplies 1,000 1,000 - (1,000) 1,000 520000 Supplies 2,500 1,500 (1,000) (2,500) 1,500 593200 Professional Services - Legal 400,000 638,000 238,000 (400,000) 638,000 Budget includes contingencies 596200 Professional Services - Other 2,000 2,000 - (2,000) 2,000 596500 Travel 6,000 2,000 (4,000) (6,000) 2,000 596550 Memberships 3,000 1,000 (2,000) (3,000) 1,000 596600 Books & Publications 8,000 6,000 (2,000) (8,000) 6,000 596700 Training 5,000 2,000 (3,000) (5,000) 2,000 427,500 653,500 226,000 (427,500) 653,500 TOTAL EXPENSES $ 1,555,589 $ $ 1,133,969 $ 78,645 $ (1,555,589) $ 1,133,969 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1024 - CITY ATTORNEY 2020-2021 Account No. 510000 - Office Expenses Detailed FY2020 FY2021 Name Description Budget Budget Fed Ex, UPS Shipping Services $ 1,000 $ 1,000 $ 1,000 $ 1,000 Account No. 520000 - Supplies Name Office Depot Account No. 593200 - Professional Services Lega Name Interim City Attorney Contract Burhenn & Gest Richards Watson & Gershon Office of Administrative Hearings ("OAH") Stream Kim Hicks Wrage & Alfaro, PC Rutan & Tucker, LLP Burke Williams & Sorensen, LLP Account No. 596200 - Professional Services - Othei Name Case Anywhere, LLC Attorney Filing Services PACER Other - For Professional Contingencies Account No. 596500 - Travel Detailed FY2020 FY2021 Description Budget Budget General Office Supplies $ 2,500 $ 1,500 $ 2,500 $ 1,500 Detailed FY2020 FY2021 Description Budget Budget Retainer & Additional Legal Work - 330,000 Various Pending Legal Matters 5,000 Various Pending Legal Matters 2,000 Various Pending Legal Matters 1,000 Various Pending Legal Matters 75,000 Various Pending Legal Matters 125,000 Various Pending Legal Matters 100,000 $ 400,000 $ 638,000 Detailed Description FY2020 Budget FY2021 Budget Other Professional Services $ 500 $ - Other Professional Services 500 1,000 Other Professional Services 500 500 Other Professional Services 500 500 $ 2,000 $ 2,000 3 of 4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1024 - CITY ATTORNEY 2020-2021 Detailed FY2020 FY2021 Type Description Budget Budget Conferences and Meetings Legal Conferences $ 6,000 $ 2,000 $ 6,000 $ 2,000 Account No. 596550 - Membership Dues Name California State Bar Los Angeles County Bar Association Various Legal Memberships Account No. 596600 - Books & Publications Name Thomson Reuters (WestLaw) Daily Journal Various Legal Publications Account No. 596700 - Training Detailed FY2020 FY2021 Description Budget Budget Attorneys Memberships 2,000 1,000 Attorneys Memberships 300 - Attorneys Memberships 700 - $ 3,000 $ 1,000 Detailed FY2020 FY2021 Description Budget Budget Legal Subscriptions $ 5,000 $ 3,000 Legal Journal - 1,000 Legal Books and Publications 3,000 2,000 $ 8,000 $ 6,000 Detailed FY2020 FY2021 Type Description Budget Budget League of California Cities Legal Conferences $ 2,500 $ 1,000 City Attorneys Association of Los Angeles County Legal Conferences 2,500 1,000 $ 5,000 $ 2,000 4 of 4 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1026 Human Resources A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 228,257 $ - $ 228,257 $ - $ (228,257) $ 228,257 EXPENSES: SALARIES 620,442 645,646 25,204 (620,442) 645,646 BENEFITS 2,435,017 3,513,573 1,078,556 (2,435,017) 3,513,573 WORKERS COMP/LIABILITY 83,000 98,000 15,000 (83,000) 98,000 SUPPLIES/SERVICES 343,440 305,890 (37,550) (343,440) 305,890 TOTAL EXPENSES $ 3,481,899 $ - $ 4,563,109 $ 1,081,210 $ (3,481,899) $ 4,5639109 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Administrative Secretary 1.00 $ 78,664 $ 81,758 $ 3,094 Director of Human Resources 1.00 214,976 223,596 8,620 Human Resources Analyst 1.00 107,369 111,615 4,246 Human Resources Analyst, Senior 1.00 147,005 152,839 5,834 Human Resources Assistant 1.00 52,228 57,038 4,810 Overtime 5,000 Payout (vacation and sick excess hours) 15,200 5,000 13,800 (1,400) DEPARTMENT TOTALS 5.00 $ 620,442 $ 645,646 $ 25,204 CITY OF VERNON Fund 011 Department 1026 - General Fund City Council Department Budget Detail 2020-2021 DEPARTMENT: 011.1026 Human Resources A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES 459030 Group Medical Revenue $ 228,257 $ $ 228,257 $ $ (228,257) $ 228,257 600910 Otherincome TOTAL REVENUES $ 228,257 $ $ 228,257 $ $ (228,257) $ 228,257 EXPENSES: SALARIES 501010 Salaries - Regular $ 577,753 $ $ 603,635 $ 25,882 $ (577,753) $ 603,635 501012 Salaries - Premium 37,689 37,011 (678) (37,689) 37,011 501020 Salaries - Over Time 5,000 5,000 (5,000) 5,000 620,442 645,646 25,204 (620,442) 645,646 BENEFITS 502020 Retirement 185,391 199,748 14,357 (185,391) 199,748 502030 Group Insurance Premiums 81,873 79,697 (2,176) (81,873) 79,697 502031 Retiree Group Insurance Premiums 1,099,437 1,293,066 193,629 (1,099,437) 1,293,066 Retiree group plan premium increase 502060 Medicare 8,996 9,362 366 (8,996) 9,362 502096 Postemployment Benefit Contribution 1,059,320 1,931,700 872,380 (1,059,320) 1,931,700 Actuarially determined contribution as reported on valuation report dated November 15, 2019. 2,435,017 3,513,573 1,078,556 (2,435,017) 3,513,573 WORKERS COMP LIABILITY 500245 Self -Insured Assessment Fees State of CA 30,000 40,000 10,000 (30,000) 40,000 Less activity expected in FY2019 502080 Claims Expenditures -Worker's Comp 50,000 55,000 5,000 (50,000) 55,000 502095 Medical Expenditures - Workers Comp 3,000 3,000 (3,000) 3,000 83,000 98,000 15,000 (83,000) 98,000 SUPPLIES/SERVICES 520000 Supplies 42,000 15,000 (27,000) (42,000) 15,000 550000 Advertisement/Promotion 10,000 10,000 - (10,000) 10,000 594200 Professional Services - Administration 67,520 76,500 8,980 (67,520) 76,500 596200 Professional Services - Other 29,770 15,540 (14,230) (29,770) 15,540 596500 Travel 4,800 3,800 (1,000) (4,800) 3,800 596600 Books and Publications 2,000 1,500 (500) (2,000) 1,500 596700 Citywide Training/Employee Development 25,100 48,600 23,500 (25,100) 48,600 596800 Tuition/Education Reimbursement Program 40,000 40,000 - (40,000) 40,000 596900 Employee Recognition Program 41,750 42,450 700 (41,750) 42,450 596905 Recruitments 5,500 5,500 - (5,500) 5,500 597000 Pre -Employment Physicals and Exams 75,000 47,000 (28,000) (75,000) 47,000 343,440 305,890 (37,550) (343,440) 305,890 TOTAL EXPENSES $ 3,481,899 $ $ 4,563,109 $ 1,081,210 $ (3,481,899) $ 4,563,109 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1026 - HUMAN RESOURCES 2020-2021 Account No. 500245 - Assessment Fees Detailed FY2020 FY2021 Name Description Budget Budget 1 Dept. of Industrial Relations Self -Insurer's Annual Report 30,000 40,000 $ 30,000 $ 40,000 Account No. 502080- Workers Comp - Claims Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 City of Vernon Self -Insured Medical/Indemnity Claims Expense - Future Medical 50,000 55,000 Costs $ 50,000 $ 55,000 Account No. 502095 - Medical Expenditure - Workers Comp Detailed FY2020 FY2021 Name Description Budget Budget 1 City of Vernon Self -Insured First Aid - Treat and Release claims 3,000 3,000 $ 3,000 $ 3,000 Account No. 502030 - Group Insurance Premiums Detailed FY2020 FY2021 Name Description Budget Budget 1 Blue Shield/Met Life/MES Medical/Dental/Vision 80,672 79,589 Vision 2 City of Vernon Vision Plan Vision 1,076 - 3 Mutual Omaha Life Life 125 108 $ 81,873 $ 79,697 3 of 7 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1026 - HUMAN RESOURCES 2020-2021 Account No. 502031 - Retiree/Cobra Group Insurance Premiums Detailed FY2020 FY2021 Name Description Budget Budget 1 Anthem/MetLife Retiree Group Insurance Premiums 1,036,445 1,260,298 22 BS/MetLife/MES Vision COBRA Insurance Premiums 62,992 32,768 $ 1,099,437 $ 1,293,066 Account No. 520000 - Supplies Detailed Name Description 1 Various Per Procurement Annual Chamber of Commerce Posters, Forms, Requirement General Office Supplies, Sympathy cards, and Mailing. ACCOUNT NO. 550000 - Advertisement / Promotion Detailed Name Description 1 Various Per Procurement Various Recruitment Ads Requirement Account No. 594200 - Professional Services - Administration FY2020 FY2021 Budget Budget 42,000 15,000 $ 42,000 $ 15,000 FY2020 FY2021 Budget Budget 10,000 10,000 $ 10,000 $ 10,000 Detailed FY2020 FY2021 Name Description Budget Budget 1 Athens Workers Comp Administration Fee 65,000 75,000 2 IGOES & Company IGOE & Company (FSA Administration) 2,520 1,500 $ 67,520 $ 76,500 4of7 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1026 - HUMAN RESOURCES 2020-2021 Account No. 596200 - Professional Services - Other Name Detailed Description FY2020 Budget FY2021 Budget 1 US Drug Test Centers Random Drug Testing Program and Policy 2,700 2,700 2 Liebert Cassidy Labor Relations Consortium 3,370 3,540 3 WRIB Applicant Testing Materials 1,900 2,500 4 Shaw HR Consulting Job Function Analysis 5,000 5,000 6 DF Design Graphic Design Services 1,800 1,800 5 Bickmore Actuarial Valuation 15,000 - $ 29,770 $ 15,540 Account No. 596500 - Travel Detailed Name Description FY2020 Budget FY2021 Budget 1 CALPELRA Conference Monterey (Nov. 16-20, 2020) 2,500 2,500 2 PARMA Conference Indian Wells (Feb. 2-5, 2021) 2,000 - 3 League of CA Cities Long Beach Convention Center (Oct. 7-9, 2020) - 4 LCW San Diego (Feb. 17-19, 2021) 1,000 5 Travel for Local Conferences and Trainings 300 300 $ 4,800 $ 3,800 Account No. 596600 - Books and Publications Detailed FY2020 FY2021 Name Description Budget Budget Thompson Publishing Annual subscription for FMLA Manuals 500 - 2 Professional Memberships Memberships - SCPMA HR $50 ea., or $25 ea., if 1,500 1,500 members of IPMA-HR, So Ca Labor Relations Council $150/agency, CALPELRA $350 ea., IPMA- HR $397 for 1-3 Staff members. $ 2,000 $ 1,500 5 of 7 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1026 - HUMAN RESOURCES 2020-2021 Account No. 596700 - Employee Development & Trainin Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Professional Employee Training and Development, HR Staff 20,000 35,000 Organizations Trainings (SCPMA-HR, So. CA Labor Relations Council, IPMA - HR, CALPELRA, PARMA, LCW Conference and League of California Cities Conference and HR Training Videos and Manuals 2 Coastal Dupont Safety Training Videos 2,600 2,600 Project # 169001 Wellness Program/Promotions 2,500 11,000 $ 25,100 $ 48,600 Account No. 596800 - Tuition/Education Reimbursement Program Detailed FY2020 FY2021 Name Description Budget Budget Employee Reimbursements Tuition/Education Reimbursement Program 40,000 40,000 Pursuant to MOU's $ 40,000 $ 40,000 Account No. 596900 - Employee Recognition Program Detailed FY2020 FY2021 Name Description Budget Budget 1 Miscellaneous Purchases Employee Recognition Program & Holiday Event 32,000 32,000 Including Annual Recognition Awards 2 2020 Employee Appreciation 3,800 4,500 Luncheon 3 2020 Kickoff Day 1,500 1,500 4 2020 Halloween Event 3,350 3,350 5 2021 Opening Day Event 1,100 1,100 $ 41,750 $ 42,450 6of7 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1026 - HUMAN RESOURCES 2020-2021 Account No. 596905 -Recruitments Detailed FY2020 FY2021 Name Description Budget Budget 1 Recruitments Recruitment expenses and related supplies 5,500 5,500 $ 5,500 $ 5,500 Account No. 597000 - Pre -Employment Physicals and Exams Name Detailed Description FY2020 Budget FY2021 Budget 1 Concentra Pre -Employment Physicals and Exams 75,000 35,000 2 DOT Drug & Alcohol DOT Random Drug & Alcohol Testing 12,000 Compliance Random Testing - Third Party Administrator $ 75,000 $ 47,000 7 of 7 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1031 POLICE A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 306,300 $ - $ 307,300 $ 1,000 $ (306,300) $ 307,300 EXPENSES: SALARIES $ 6,765,061 $ - $ 7,079,452 $ 314,391 $ (6,765,061) $ 7,079,452 BENEFITS 4,440,220 - 4,446,725 6,505 (4,440,220) 4,446,725 SUPPLIES/SERVICES 469,426 - 442,526 (24,900) (464,426) 401,026 TOTAL EXPENSES $ 11,674,707 $ - $ 11,968,703 $ 295,996 $(11,669,707) $11,927,203 CAPITAL: REVENUES $ - $ - $ - $ - $ - $ - EXPENDITURES $ 120,200 $ - $ 272,200 $ 40,000 $ (120,200) $ 40,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Administrative Secretary 1.00 $ 77,989 $ 80,858 $ 2,869 Civilian Court Officer 1.00 76,780 79,834 3,054 Police Captain 1.00 232,063 239,888 7,825 Police Chief 1.00 275,370 286,372 11,002 Police Community Services Officer 0.50 24,870 27,761 2,891 Police Dispatcher 6.50 509,575 531,245 21,670 Police Dispatcher, Lead 1.00 92,054 95,721 3,667 Police Lieutenant 2.00 355,285 381,889 26,604 Police Officer 32.00 3,298,420 3,498,801 200,381 Police Records Manager 1.00 109,178 113,532 4,354 Police Records Technician 2.00 102,697 111,861 9,164 Police Records Technician, Lead 1.00 64,083 66,629 2,546 Police Sergeant 7.00 1,009,197 1,051,561 42,364 Overtime 363,000 350,000 (13,000) On -Call Payout (excess vacation and sick hours) Shooting Pay DEPARTMENT TOTALS 5,000 169,000 500 5,000 - 158,000 (11,000) 500 - 57.00 $ 6,765,061 $ 7,079,452 $ 314,391 DEPARTMENT: 011.1031 POLICE REVENUES 410212 Alarm Permits 410480 False Alarm Fees 420100 Vehicle Code Fines 420110 Other Vehicle Fines 420120 DUI Emergency Response Cost 420130 Vehicle Inspection Fee 420510 Parking Citation Fees 420515 Franchise Towing Fees 420525 Impounded Vehicle Release Fees 420530 DUI Vehicle Release Fees 420535 Repossessed Vehicle Release Fees 2031 440100 Grant Revenues - Federal 2031 440100 Grant Revenues - Federal (Pass -through) 3031 441010 COPS - SLESF Funds (State) 441014 Overtime Reimbursement Revenue 441015 Task Force Reimbursement 466000 P.O.S.T. Reimbursement 466600 Copies and Publications 466900 Miscellaneous 467300 Booking Fee Reimbursement TOTAL REVENUES EXPENSES: SALARIES: 1031 501010 Salaries -Regular 1031 501012 Salaries - Premiums 1031 501020 Salaries - OT 2031 501020 Salaries - OT 3031 501010 Salaries -Regular 3031 501012 Salaries - Premiums 3031 501020 Salaries - OT BENEFITS: 1031 502020 Retirement CITY OF VERNON Fund 011 Department 1031 - General Fund Police Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 15,000 - 15,000 - (15,000) 15,000 60,000 - 60,000 - (60,000) 60,000 Annual projection varies based on fees collected by the local court 20,000 - 20,000 - (20,000) 20,000 Annual projection varies based on fees collected by the local court - - - - - - Projection based on account history 4,000 - 4,000 - (4,000) 4,000 30,000 - 30,000 - (30,000) 30,000 15,000 - 15,000 - (15,000) 15,000 3,000 - 3,000 - (3,000) 3,000 3,000 - 3,000 - (3,000) 3,000 300 - 300 - (300) 300 - - - - - - No UASI or SHSGP Grant funding for FY21 35,000 - 35,000 - (35,000) 35,000 Office of Traffic Safety (OTS) Grant 100,000 - 100,000 - (100,000) 100,000 COPS - - - - - - Southwest Borders Initiative - - - - - - Reimbursement is credited to 1031 501020 (Salaries - O.T.) - - 1,000 1,000 - 1,000 Funding cut by State of California 18,000 - 18,000 - (18,000) 18,000 3,000 - 3,000 - (3,000) 3,000 - - - - - - Funding source discontinued by Court $ 306,300 $ - $ 307,300 $ 1,000 $ (306,300) $ 307,300 $ 5,431,766 $ - $ 5,631,612 $ 199,846 $ (5,431,766) $ 5,631,612 Includes one (1) vacant police officer position 836,903 - 958,202 121,299 (836,903) 958,202 FY21 Budget contains Longevity, Bilingual Pay, Uniform Allowance, Corporal Pay, Service Adjustments and POST; Shooting and Court Pay; Anticipated Compensated Absences Payout 363,000 - 350,000 (13,000) (363,000) 350,000 Decrease base on performance 120,095 - 124,632 4,537 (120,095) 124,632 Salaries for one (1) Civilian Court Officer; one (1) Part -Time Dispatcher; one (1) Part - Time Community Service Officer 13,297 - 15,006 1,709 (13,297) 15,006 Salary Premiums for one (1) Civilian Court Officer 6,765,061 - 7,079,452 314,391 (6,765,061) 7,079,452 3,197,590 - 3,197,590 (3,197,590) 1031 502030 Insurance Premiums - Medical 960,204 - 969,813 9,609 (960,204) 1031 502060 Medicare 96,159 - 100,627 4,468 (96,159) 1031 502070 Unemployment - - - - - 1031 502080 Workers' Compensation Claims 116,684 - 116,684 - (116,684) 1031 502090 SIR Settlement Claims - - - - - 1031 502096 Postemployment Benefit Expense - - - - - 2031 502020 Retirement - - - - - 2031 502030 Insurance Premiums - Medical - - - - - 2031 502060 Medicare - - - - - 3031 502020 Retirement 29,110 - 33,459 4,349 (29,110) 3031 502030 Insurance Premiums - Medical 38,539 - 26,527 (12,012) (38,539) 3031 502060 Medicare 1,934 - 2,025 91 (1,934) 3,197,590 Employer portion of reportable wages (18.568% Misc; 32.578% Safety); PARS removed 969,813 Medical, HSA, Life, and Vision 100,627 1.45% of total earnings 116,684 Projected expense per Human Resources based upon past experience - Anticipated Settlement Payments - Part-time employees - grant funded - Part-time employees - grant funded - Part-time employees - grant funded 33,459 For one (1) Civilian Court Officer and one (1) Part -Time Dispatcher 26,527 For one (1) Civilian Court Officer 2,025 For one (1) Civilian Court Officer, one (1) Part -Time Dispatcher and one (1) Part -Time Community Service Officer 4,440,220 - 4,446,725 6,505 (4,440,220) 4,446,725 2 of 8 DEPARTMENT: 011.1031 POLICE SUPPLIES/SERVICES: 1031 503035 Insurance Premiums 1031 520000 Supplies 3031 520000 Supplies 1031 520010 Supplies - IT 1031 520050 Supplies - Community Outreach Consumables 1031 540000 Uniforms 1031 550000 Advertisement/Promotion 1031 560000 Utilities 1031 570000 Vehicle Expense 1031 590000 Repair & Maintenance 1031 593500 Legal Settlements 1031 594200 Professional Services - Admin 1031 596200 Professional Services - Other 1031 596500 Travel 1031 596550 Memberships 1031 596600 Books & Publications 1031 596700 Training TOTAL EXPENSES CAPITAL CITY OF VERNON Fund 011 Department 1031 - General Fund Police Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 41,500 - 41,500 - (41,500) - - - - - - - Inactive account for 1031 5,000 - (3,000) Decreased based on actual expenditures 15,000 - 12,800 (2,200) (15,000) 12,800 Decreased based on need 6,000 - - (6,000) (6,000) - 6,600 - 6,600 - (6,600) 6,600 160,000 - 160,000 - (160,000) 160,000 5,000 - 5,000 - (5,000) 5,000 118,420 - 97,720 (20,700) (118,420) 97,720 Increased based on increased staffing levels and anticpated increase in arrests 55,280 - 55,280 - (55,280) 55,280 25,000 - 30,000 5,000 (25,000) 30,000 Increased for Staff Development and Succession Planning 4,656 - 3,656 (1,000) (4,656) 3,656 Decreased based on actual expenditures 1,970 - 1,970 - (1,970) 1,970 25,000 - 28,000 3,000 (25,000) 28,000 Increased due to need for CAL OSHA required Fit Testing 469,426 - 442,526 (24,900) (464,426) 401,026 $ 11,674,707 $ - $ 11,968,703 $ 295,996 $ (11,669,707) $ 11,927,203 REVENUES 2031 440100 Grant Revenues -Federal Asset Forfeiture $ - $ - $ - $ - $ - $ - 3031 440100 Grant Revenues -State Asset Forfeiture - - - - - - EXPENDITURES 1031 840000 Automobile - - - - - - 1031 850000 Non -Automobile 120,200 - 272,200 152,000 (120,200) 272,200 Second payment for the Motorola all -band portable radios lease; Bi-Directional Amplifier and new radios $ 120,200 $ - $ 272,200 $ 152,000 $ (120,200) $ 272,200 3 of 8 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1031 - POLICE 2020-2021 Account No. 520000 - Supplies Detailed FY2020 FY2021 Name Description Budget Budget 1 DOOLEY/SDPE Duty and training ammunition 15,000 15,000 2 STAPLES/OFFICE DEPOT Office supplies (including items obtained from the City 9,078 9,078 Warehouse) 3 VARIOUS VENDORS - Office and necessary field supplies 8,752 8,752 FOLLOWING PURCHASING REQUIREMENT 4 VARIOUS VENDORS - FOLLOWING PURCHASING REQUIREMENT 5 PEGASUS/SILVA'S PRINTING 6 VENDOR TBD Shooting range supplies (firearms parts, cleaning solvents, targets) Paper -based orders (business cards, envelopes, citations) Dry cleaning service for jail and locker room towels Account No. 520010 - Supplies - IT 5,100 5,100 2,550 2,550 1,020 1,020 $ 41,500 $ 41,500 Detailed FY2020 FY2021 Name Description Budget Budget 1 VARIOUS VENDORS - APC Batteries, Live Scan Printer Toner, Digital Media - - FOLLOWING PURCHASING REQUIREMENT Account No. 520050 - SunDlies - Community Outreach Consumables Detailed FY2020 FY2021 Name Description Budget Budget 1 VARIOUS VENDORS - Food and beverages purchases for community 5,000 - FOLLOWING PURCHASING outreach events including National Night Out, Coffee REQUIREMENT with a Cop, Business Watch, DARE, Patrol checkpoints and staff meetings $ 5,000 $ - 4of8 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1031 - POLICE 2020-2021 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 VARIOUS VENDORS - Uniforms for newly hired civilian and sworn staff, 9,200 9,200 FOLLOWING PURCHASING helmets, nametags, Sam Brown equipment for new REQUIREMENT sworn personnel , rainwear, batons, handcuffs, badge repair and replacement, patches, bulletproof vests, radio holders, hazardous clothing, replacements for uniforms damaged in the line of duty. 2 RESERVE OFFICER Uniform stipend for one (1) Reserve Police Officer 3,600 3,600 $ 15,000 $ 12,800 Account No. 550000 - Advertisement/Promotion Detailed FY2020 FY2021 Name Description Budget Budget 1 VARIOUS VENDORS - Activities and products related to community outreach, 4,000 - FOLLOWING PURCHASING recruitment materials and recognition awards REQUIREMENT Account No. 560000 - Utilities DARE program materials 2,000 - $ 6,000 $ - Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY FIBER OPTICS CHARGE Adjusted Charge assessed by the Fiber Optics 6,600 6,600 Department (includes Internet) $ 6,600 $ 6,600 Account No. 570000 - Vehicle Exaense Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY FUEL CHARGE BACK Vehicle fuel from the City of Vernon gas pumps 70,000 70,000 2 CITY GARAGE CHARGE BACK Vehicle maintenance provided by the City of Vernon, 86,000 86,000 including car washing services 3 CITY ISSUED P-CARDS P-Cards issued for gas purchases for City owned 4,000 4,000 vehicles $ 160,000 $ 160,000 5 of 8 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1031 - POLICE 2020-2021 Account No. 590000 - Repairs & Maintenance Name Detailed Description FY2020 Budget FY2021 Budget 1 VARIOUS VENDORS - Repairs for typewriters, weapons, laser guns, patrol 3,000 3,000 FOLLOWING PURCHASING unit equipment, office furniture, jail equipment, REQUIREMENT shooting range maintenance and miscellaneous maintenance materials. 2 LIBERTY MANUFACTURING Shooting range maintenance 2,000 2,000 $ 5,000 $ 5,000 Account No. 594200 - Professional Services Administration Detailed FY2020 FY2021 Name Description Budget Budget 1 HUNTINGTON PARK PD Outsourced Jail Booking Fees 65,000 75,000 2 ALL CITY MANAGEMENT Crossing Guard Services (Adding 3rd Intersection) 36,000 - 3 SO. EAST JUDICIAL DISTRICT Traffic Violation Ticket Processing Fees 11,000 16,000 4 DATA TICKET, INC Parking Citation Processing Service 5,000 5,000 5 BURRO CANYON Firearms Training Park Usage 300 600 6 BANDINI TRUCK TERMINAL Truck Weighing Service (Commercial Enforcement) 100 100 7 VENDOR TO BE DETERMINED Medical Waste Removal Service Account No. 596200 - Professional Services Other 1,020 $ 118,420 1,020 $ 97,720 Detailed FY2020 FY2021 Name Description Budget Budget 1 VARIOUS VENDORS - Background Investigator Services 20,000 20,000 FOLLOWING PURCHASING REQUIREMENT 2 VARIOUS VENDORS - Independent Internal Affairs Investigation Services 10,000 10,000 FOLLOWING PURCHASING REQUIREMENT 3 STACY MEDICAL CENTER Prisoner Pre -Booking Examinations 14,280 14,280 4 LEXIPOL Law enforcement policy manual update subscription 11,000 11,000 and training module subscription $ 55,280 $ 55,280 6 of 8 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1031 - POLICE 2020-2021 Account No. 596500 - Travel Name Event Name FY2020 Budget FY2021 Budget 1 VARIOUS EMPLOYEES Transportation, meals, hotels and other expenses 25,000 30,000 MANDATED TRAINING AND associated with employee training STAFF DEVELOPMENT $ 25,000 $ 30,000 Account No. 596550 - Membership Dues Detailed FY2020 FY2021 Name Description Budget Budget 1 CA. ANNUAL MEMBERSHIP DUES Various State Assoc. & Agencies 1,070 570 2 LA COUNTY ANNUAL DUES Various LA County Assoc. & Agencies 1,040 540 3 INTERNATIONAL ANNUAL DUES Various International Assoc. & Agencies 790 790 4 FEDERAL ANNUAL DUES Various Federal Assoc. & Agencies 100 100 5 AREA E DISASTER MGMT Yearly Membership Fee 1,656 1,656 $ 4,656 $ 3,656 Account No. 596600 - Books & Publications Name Detailed Description FY2020 Budget FY2021 Budget 1 VARIOUS VENDORS - Current Editions: Various Directories, Legal 1,970 1,970 FOLLOWING PURCHASING Resources and/or Manuals REQUIREMENT $ 1,970 $ 1,970 7 of 8 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1031 - POLICE 2020-2021 Account No. 596700 - Trainin Detailed FY2020 FY2021 Name Description Budget Budget VARIOUS MANDATED OFFICERS & DETECTIVES: Advanced Rifle Course, 25,000 28,000 TRAINING Arrest & Control, Tactical Communications, Search Warrants, Driver Training, Street Racing, Gang FIT Testing COMMUNICATIONS STAFF: Domestic Violence/Sexual Assault for Dispatchers, Terrorism Awareness, Critical Incident, Stress Management for Dispatchers, CALNENA Conference, Communications Training Officer Update, Customer Service for the Public Safety Professional, Dispatch Update Course, Tactical Dispatch Concepts, Advanced Communications Training for Dispatchers, Cultural Diversity, Assess Suicide Call, Crisis Negotiations, Lifetime Fitness/Dispatch Wellness ADMINISTRATIVE STAFF: Los Angeles County Chiefs Conference, California Police Chiefs Seminar, CAL LEEDS, FBI-LEEDA, Internal Affairs Update, Emergency Management Courses, Suicide Bombing Attacks Response, California Labor Relations, Executive Development Course, Pitchess Motion Review, Asset Forfeiture, Special Events Management Seminar, Advanced Civilian Management Seminar, CLEARS Caoital Exoenditures $ 25,000 $ 28,000 Detailed FY2020 FY2021 Name Description Budget Budget 1 Equipment - AUTO One (1) New Patrol Vehicle: Ford Explorer - 55,000 2 Equipment - NON -AUTO Emergency Equipment Package, In -Car Video - 30,000 Motorola Radio Lease - Second Payment 120,200 102,200 Three (3) Portable Radios APX8000 30,000 Bi-Directional Amplifier 55,000 $ 120,200 $ 272,200 8 of 8 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1033 Fire A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget(1/2 Yr) (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 393,250 $ 810,150 $ 339,575 $ (53,675) $ 416,900 $ (470,575) EXPENDITURES: SALARIES $ 5,326,889 $ 9,775,688 $ 4,310,568 $ (1,016,321) $ 4,448,799 $ (5,465,120) BENEFITS 3,521,026 6,108,717 2,818,869 (702,157) 2,587,691 (3,289,848) SUPPLIES/SERVICES 8,447,176 938,700 10,319,773 1,872,597 (7,508,476) 9,381,073 CAPITAL 365,800 330,000 1,780,160 1,414,360 (35,800) 1,450,160 TOTAL EXPENDITURES $ 17,660,891 $ 17,153,105 $ 19,229,370 $ 1,568,479 $ (507,786) $ 2,076,265 Salaries Salaries Increase EMPLOYEE TITLE FTE Proposed Proposed (Decrease) Administrative Assistant, Senior 1.00 $ 32,803 $ 35,415 $ 2,612 Assistant Fire Marshal 0.00 47,719 - (47,719) Fire Administrative Analyst 1.00 50,474 54,527 4,053 Fire Battalion Chief 1.00 338,463 115,603 (222,860) Fire Captain 12.00 1,124,692 961,681 (163,011) Fire Chief 1.00 137,516 129,421 (8,095) Fire Code Inspector 0.50 - 32,266 32,266 Fire Engineer 12.00 926,308 793,726 (132,582) Firefighter 14.00 907,748 704,737 (203,011) Firefighter/Paramedic 9.00 662,097 543,278 (118,819) Firefighter/Paramedic Coordinator 1.00 63,724 61,914 (1,810) Overtime 950,000 750,000 (200,000) Payout (excess vacation and sick hours) 85,345 128,000 42,655 DEPARTMENT TOTALS 52.50 $ 5,326,889 $ 4,310,568 $ (1,016,321) DEPARTMENT: 011.1033 Fire CITY OF VERNON Fund 011 Department 1033 - General Fund Fire Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (112 Yr) (Decrease) (Decrease) (Decrease) Comments REVENUES 410211 Fire Permit Fees $ 27,500 $ 45,000 $ 22,500 $ (5,000) $ 17,500 $ (22,500) 410212 Alarm Permits 5,000 2,000 2,000 (3,000) (3,000) 410270 Filming Permits 4,000 5,000 2,500 (1,500) 1,000 (2,500) 410271 Special Event Permit Fees 500 1,200 600 100 700 (600) 410430 Annual Business Fire Inspection 70,000 200,000 100,000 30,000 130,000 (100,000) 410440 Fire Prevention Fees / Building - - - - - 410450 Fire Code Construction Permits - - - - - 410460 Annual Business Fire Re -Inspection 1,750 1,500 1,500 (250) (250) 410470 Five Year Sprinkler System Testing 3,750 8,500 4,250 500 4,750 (4,250) 410480 False Alarm Fees 12,750 25,000 12,500 (250) 12,250 (12,500) 410490 Fire Extinguishing Training 250 400 200 (50) 150 (200) 450110 Fire Service (Santa Ana College) 10,000 40,000 20,000 10,000 30,000 (20,000) 461100 Fines and Penalties 1,250 500 500 (750) (750) 466200 Plan Check Fees 20,000 45,000 22,500 2,500 25,000 (22,500) 466600 Copies and Publications 250 50 25 (225) (200) (25) 466900 Miscellaneous Revenues 1,250 1,000 500 (750) (250) (500) 467000 Strike Team Overtime 125,000 191,000 50,000 (75,000) 66,000 (141,000) 467100 EMS Transport Fees 72,500 200,000 100,000 27,500 127,500 (100,000) 2033 440100 Federal Grant Revenues (Haz 37,500 44,000 - (37,500) 6,500 (44,000) Mat/USAR/Assistance Firefighter) TOTAL REVENUES $ 393,250 $ 810,150 $ 339,575 $ (53,675) $ 416,900 $ (470,575) EXPENDITURES: SALARIES: 501010 Salaries -Regular $ 3,632,860 $ 5,408,193 $ 2,838,767 $ (794,093) $ 1,775,333 $ (2,569,426) 501012 Salaries - Premiums 744,029 2,567,495 721,801 (22,228) 1,823,466 (1,845,694) 501020 Salaries - O.T. - Salaries 50,000 100,000 100,000 50,000 50,000 501020 Salaries - Minimum Staffing 900,000 1,700,000 650,000 (250,000) 800,000 (1,050,000) 5,326,889 9,775,688 4,310,568 (1,016,321) 4,448,799 (5,465,120) BENEFITS: 502020 Retirement 2,562,391 4,807,668 2,047,839 (514,552) 2,245,277 (2,759,829) 502030 Group Insurance 629,781 837,535 446,713 (183,068) 207,754 (390,822) 502060 Medicare 77,240 151,649 62,503 (14,737) 74,409 (89,146) 502080 Claims Expenditure - Worker's Comp 241,414 311,865 241,414 - 70,451 (70,451) 502095 Medical Expense 10,200 - 20,400 10,200 (10,200) 20,400 502096 Postemployment Benefit Expense - - - - - - 3,521,026 6,108,717 2,818,869 (702,157) 2,587,691 (3,289,848) SUPPLIES/SERVICES: 503035 Insurance Premiums (Property) 18,221 - - (18,221) (18,221) 510000 Office Expense 750 500 500 (250) (250) 520000 Supplies 43,125 45,000 42,500 (625) 1,875 (2,500) 3033 520000 Supplies - - - - - - 540000 Uniforms 18,500 10,000 20,000 1,500 (8,500) 10,000 550000 Advertisement & Promotion 250 250 250 - - - 560000 Utilities 39,500 90,000 50,000 10,500 50,500 (40,000) 570000 Vehicle Expense 71,500 200,000 105,000 33,500 128,500 (95,000) 590000 Repair & Maintenance 25,875 38,000 18,350 (7,525) 12,125 (19,650) 2of7 DEPARTMENT: 011.1033 Fire 590110 Repair & Maintenance - IT 594000 Emergency Management Services 595200 Professional Services - Technical 596200 Professional Services - Other 596500 Travel 596550 Membership Dues 596600 Books & Publications 596700 Employee Development & Training CAPITAL 840000 Capital Equipment - Auto 850000 Capital Equipment - Non Auto 860000 IT Equipment & Software 900000 Capital Outlays TOTAL EXPENDITURES CITY OF VERNON Fund 011 Department 1033 - General Fund Fire Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (112 Yr) (Decrease) (Decrease) (Decrease) Comments 10,750 - - (10,750) (10,750) - 89,500 300,000 322,250 232,750 210,500 22,250 27,500 35,000 40,000 12,500 7,500 5,000 8,080,505 200,000 9,700,323 1,619,818 (7,880,505) 9,500,323 1,250 - 1,250 - (1,250) 1,250 2,700 2,700 6,600 3,900 3,900 750 750 750 - - 16,500 16,500 12,000 (4,500) (4,500) 8,447,176 938,700 10,319,773 1,872,597 (7,508,476) 9,381,073 365,800 330,000 1,780,160 1,414,360 (35,800) 1,450,160 365,800 330,000 1,780,160 1,414,360 (35,800) 1,450,160 $ 17,660,891 $ 17,153,105 $ 19,229,370 $ 1,568,479 $ (507,786) $ 2,076,265 3 of 7 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1033 - FIRE 2020-2021 Account No. 510000 - Office Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 Office Depot, UPS, and FedEx Office Expense - Misc. office supplies $ 750 $ 500 $ 750 $ 500 Account No. 520000 - Supplies Name 1 Multiple Vendors - Bidding procedures to be followed 2 Multiple Vendors - Bidding procedures to be followed 3 Life -Assist 4 Home Depot 5 LB Johnson 6 Jetro Account No. 540000 - Uniforms/PPE Name AIIStar Fire Equipment ECMS, Inc. Firefighter Safety Multiple Vendors - Bidding procedures to be followed AIIStar Fire Equipment Multiple Vendors - Bidding procedures to be followed Account No. 550000 - Advertisement & Promotion Name Multiple Vendors - Bidding procedures to be followed Account No. 560000 - Utilities Detailed FY2020 FY2021 Description Budget Budget Emergency Supplies & Services $ 43,125 $ 5,000 Non -Emergency Supplies & Services - 15,000 EMS Supplies 17,500 Building Hardware 3,000 Building Hardware 250 Hydration Supplies - 1,750 $ 43,125 $ 42,500 Detailed FY2020 FY2021 Description Budget Budget Station and PPE Boots $ 18,500.00 $ 5,000.00 Turnout Cleaning & Repair - 4,000 Station and PPE Boots - 2,000 Safety Equipment and Tools - 1,000 Station Uniforms - 3,000 Misc. - 5,000 $ 18,500 $ 20,000 Detailed FY2020 FY2021 Description Budget Budget Fire Prevention & Supplies $ 250 $ 250 $ 250 $ 250 Detailed FY2020 FY2021 Name Description Budget Budget Electric Services, So. Cal. Gas Co., California Water Special Fire Protection Charge Fire Alarm $ 39,500 $ 50,000 Services, Maywood Mutual #3 System; $ 39,500 $ 50,000 4of7 Account No. 570000 - Vehicle Expense Name 1 Fire Apparatus Solutions 2 Interdepartmental City Cost 3 Dion & Sons and Merrimac Energy Group 4 UL, LLC 5 FailSafe 1 2 3 4 5 6 7 8 9 10 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1033 - FIRE 2020-2021 Account No. 590000 - Repairs & Maintenance Name Air Exchange Compressed Air Specialty Dewey Pest Control L.N. Curtis & Sons Reliable Ice Equipment Calox, Inc. SUEZ Mobile Water, Inc. Multiple Vendors - Bidding procedures to be followed South Coast A.Q.M.D Exercise Equipment Account No. 590110 - Repairs & Maintenance IT Detailed FY2020 FY2021 Description Budget Budget Fire Apparatus Maintenance $ 71,500 $ 75,000 Vehicle maintenance of Fire Department - 5,000 apparatus & vehicles Fuel of Fire Department apparatus & vehicles 20,000 Annual Ladder Inspection 2,000 Fire Ground Ladder Testing - 3,000 $ 71,500 $ 105,000 Detailed FY2020 FY2021 Description Budget Budget Plymovement Maintenance $ 25,875 $ 2,500 Air Monitor Maintenance @ Station #76 & 78 - 2,500 Pesticide Services - 800 SCBA Maintenance Services/Fit Testing - 2,500 Ice Machine Maintenance - 1,350 Oxygen Bottle Refilling Service - 1,000 Water Purification Maint. - St. #76,77,78,79 - - Various Required Repairs and Maintenance - 4,000 Annual Operation Fees - 2,200 Exercise Machine Maintenance - 1,500 $ 25,875 $ 18,350 Detailed FY2020 FY2021 Name Description Budget Budget 1 Digital EMS e-Patient Care Report $ 10,750.00 $ 2 PSTrax Turnout Maintenance Tracking Software - 3 Emgergency Reporting Data Management Software Account No. 594000 - Emergency Management Services Name 1 Bearcom 2 City of Glendale 3 Multiple Vendors - Bidding procedures to be followed 4 Verizon 5 BearCom 6 Foothill Communications 7 Bearcom 8 LA County 9 WestNet 10 Motorola $ 10,750 $ Detailed FY2020 FY2021 Description Budget Budget Radio, TV, Electronic ID Maintenance $ 11,000 $ 11,000 Dispatch Service 60,000 - Various Professional Services Needed 5,000 5,000 MDC Broadband coverage 1,290 3,750 Maintenance of Civil Defense Generators & - 5,000 Sirens, Etc., Radio repair not covered by Maint. Agreement Portable Radio Preventative Maint. & Repair 6,000 Portable Radio Batteries - 1,500 Dispatch Service 290,000 First -In Alerting System by LA County 5,690 - Remote Speaker Mics for LA County 6,520 - $ 89,500 $ 322,250 5of7 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1033 - FIRE 2020-2021 Account No. 595200 - Professional Services Technical Detailed FY2020 FY2021 Name Description Budget Budget 1 JSB Fire Protection, LLC Fire system plan check services $ 27,500 $ 40,000 $ 27,500 $ 40,000 Account No. 596200 - Professional Services - Other Detailed FY2020 FY2021 Name Description Budget Budget 1 Caine & Weiner Medical Transport Reimbursement $ 1,500.00 2 Physio Control Technical Service Report 3,352 3 Richard Guess MD Paramedic Advisor 3,500 4 Whitman Enterprises Transport Billing Percentage 15,000 5 Empire Optical Prescription Safety Eyewear Program 1,000 6 Amerigas Propane Propane Storage Tanks Lease - 7 A -Throne Portable Restroom at Station 76 1,000 8 Multiple Vendors - Bidding procedures to be followed Haz Mat equipment maint/repair, Calibration for 3,750 HM monitors 9 Lifecom RKI Eagle Monitor calibration 1,500 10 MJW Technical Services Calibration of Radiolgical Dosimeters 2,500 11 AP -Triton GEMT Contract Services 7,500 12 State of California QAF 17,000 13 LN Curtis & Sons SCBA Cylinder Valve Repair and Labor 8,000 14 LN Curtis & Sons SCBA Hydrostatic Testing 9,000 15 Los Angeles County Fire Personnel Contracted Services 16,100,000 7,450,000 16 Los Angeles County Fire Battalion Chief Services 10,000 17 Los Angeles County LAFCO Review 49,000 18 Los Angeles County Fire Equipment Conversion Cost 160,000 19 Los Angeles County Medical Equipment Conversion Cost 12,000 20 Los Angeles County Fitness Converstion Cost 21,000 21 Los Angeles County Communications Conversion Cost 81,170 22 Los Angeles County Personal Protective Equipment & Uniforms 375,000 Conversion Cost 23 Los Angeles County Apparatus and Vehicles Converstion Cost 449,313 25 Los Angeles County Training Converstion Cost 1,018,238 $ 16,100,000 $ 9,700,323 Account No. 596500 - Travel Detailed FY2020 FY2021 Name Description Budget Budget 1 Bear Paw, League of Cities, FDIC Various Conferences and Seminars $ 1,250 $ 1,250 $ 1,250 $ 1,250 6of7 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1033 - FIRE 2020-2021 Account No. 596550 - Membership Dues Name Detailed Description FY2020 Budget FY2021 Budget 1 NFPA, Calif. Fire Chief Assoc. & Various Membership & Dues $ 2,700 $ 1,500 2 LA Area Fire Chief Assoc. & Area E Fire Chief Membership & Dues - 1,300 3 International Assoc. of Fire Chiefs Membership & Dues 300 4 Area E Disaster Management Los Angeles County (JPA) Dues - 3,500 $ 2,700 $ 6,600 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Vendors - Bidding procedures to be followed Misc. Books & Publications $ 750 $ 750 $ 750 $ 750 Account No. 596700 - Emolovee Development & Trainin Detailed FY2020 FY2021 Name Description Budget Budget Target Solutions Online Risk Management Training $ 16,500 $ 3,000 Various Vendors EMT, CPR, Paramedic Certification - 5,000 Various Vendors External Training Courses 2,000 Various Vendors Haz Mat Training - 2,000 $ 16,500 $ 12,000 Account No. 850000 - Capital Equipment - Non Auto Detailed FY2020 FY2021 Name Description Budget Budget Pierce Manufacturing, Inc. Two (2) Fire Engines (Leased) $ 159,000 $ 737,352 Pierce Manufacturing, Inc. New Tractor Drawn Aerial (Lease $165k Yr) 165,000 1,042,808 Misc 41,800 - $ 365,800 $ 1,780,160 7of7 DEPARTMENT: 011.1040 Public Works Administration TOTAL REVENUES EXPENSES: SALARIES BENEFITS SUPPLIES/SERVICES TOTAL EXPENSES CITY OF VERNON Budget Summary 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) $ 14,609,528 $ - $ 14,959,528 $ 350,000 $ (14,609,528) $ 14,959,528 $ 446,080 $ $ 443,059 $ (3,021) $ (446,080) $ 443,059 242,850 277,541 34,691 (242,850) 277,541 5,840 5,840 - (5,600) 5,600 $ 694,770 $ - $ 726,440 $ 31,670 $ (694,530) $ 726,200 Increase EMPLOYEE TITLE FTE Salaries Salaries (Decrease) Administrative Analyst 1.00 $ 96,213 $ 84,271 $ (11,942) Administrative Assistant, Senior 2.00 120,982 114,212 (6,770) Director of Public Works 1.00 221,884 239,576 17,692 Overtime Payout (vacation and sick excess hours) Stand-by DEPARTMENT TOTALS 5,000 5,000 - 2,001 - (2,001) 4.00 $ 446,080 $ 443,059 $ (3,021) CITY OF VERNON Fund 011 Department 1040 - General Fund Public Works Administration Department Budget Detail 2020-2021 DEPARTMENT: 011.1040 Public Works Administration A B C C-A B-A C-B FY2019 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 400311 BNSF In -Lieu Parcel Taxes $ 624,792 $ $ 624,792 $ - $ (624,792) $ 624,792 400900 Parcel Taxes - Warehouse 11,825,874 12,125,874 300,000 (11,825,874) 12,125,874 400950 Parcel Taxes - Safety 2,145,162 2,195,162 50,000 (2,145,162) 2,195,162 420520 Community Service Revenues - - - - 431000 Rents - - - None expected this year 3040 440100 Cal Recycle Container and Oil Grants 10,000 10,000 (10,000) 10,000 466600 Copies and Publications 400 400 (400) 400 466800 Calendar Donation Revenues - - - - 466900 Miscellaneous Revenues 3,300 3,300 (3,300) 3,300 50th Street lot rent TOTAL REVENUES $ 14,609,528 $ $ 14,959,528 $ 350,000 $ (14,609,528) $ 14,959,528 EXPENSES: SALARIES 501010 Salaries - Regular $ 426,769 $ $ 433,259 $ 6,490 $ (426,769) $ 433,259 501012 Salaries - Premiums 14,311 4,800 (9,511) (14,311) 4,800 501020 Salaries - O.T. 5,000 5,000 (5,000) 5,000 446,080 443,059 (3,021) (446,080) 443,059 BENEFITS 502020 Retirement 191,732 200,820 9,088 (191,732) 200,820 502030 Group Insurance Premiums 44,650 70,297 25,647 (44,650) 70,297 502060 Medicare 6,468 6,424 (44) (6,468) 6,424 242,850 277,541 34,691 (242,850) 277,541 SUPPLIESISERVICES 520000 Supplies 1,000 1,000 - (1,000) 1,000 540000 Uniforms 240 240 550000 Advertisement/Promotion 1,000 1,000 (1,000) 1,000 596500 Travel 1,200 1,200 (1,200) 1,200 596600 Books & Publications 300 300 (300) 300 596700 Training 2,100 2,100 (2,100) 2,100 5,840 5,840 - (5,600) 5,600 TOTAL EXPENSES $ 694,770 $ $ 726,440 $ 31,670 $ (694,530) $ 726,200 2 of 4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1040 - PUBLIC WORKS ADMINISTRATION 2020-2021 Account No. 520000 - Sunalies Name 1 OFFICE DEPOT BUSINESS SOLUTIONS 2 UPS Account No. 540000 - Uniforms Name SPECIALTY APPAREL Detailed FY2020 FY2021 Description Budget Budget Office Supplies $ 800 $ 800 Office Supplies 200 200 $ 1,000 $ 1,000 Detailed FY2020 FY2021 Description Budget Budget Departmental Uniform Shirts $ 240 $ 240 $ 240 $ 240 Account No. 550000 - Advertisement / Promotion Name PROFESSIONAL PUBLICATIONS 2 PLANET BIDS Detailed FY2020 FY2021 Description Budget Budget Publishing of notices, information material, and legal $ 500 $ 500 documents Web Based Publishings for Municipalities 500 500 $ 1,000 $ 1,000 Account No. 595200 - Professional Services - Technical Detailed FY2020 FY2021 Name Description Budget Budget Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 3 of 4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1040 - PUBLIC WORKS ADMINISTRATION 2020-2021 Account No. 596500 - Travel Detailed FY2020 FY2021 Type Description Budget Budget 1 VARIOUS Meetings and Conferences $ 1,200 $ 1,200 $ 1,200 $ 1,200 Account No. 596600 - Books & Publications Name CEQA Account No. 596700 - Training Detailed Descriptic Various Publications Updates FY2020 FY2021 Budaet Budaeil $ 300 $ 300 $ 300 $ 300 Detailed FY2020 FY2021 Type Description Budget Budget 1 LEAGUE OF CALIFORNIA CITIES Annual Conference $ 600 $ 600 2 LEAGUE OF CALIFORNIA CITIES Public Works Officers Institute 1,500 1,500 $ 2,100 $ 2,100 4 of 4 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1041 BUILDING REGULATIONS AND PLANNING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 1,466,000 $ - $ 1,209,450 $ (256,550) $ (1,466,000) $ 1,209,450 EXPENDITURES: SALARIES $ 654,764 $ $ 592,942 $ (61,822) $ (654,764) $ 592,942 BENEFITS 288,209 278,025 (10,184) (288,209) 278,025 SUPPLIES/SERVICES 273,250 738,250 465,000 (273,250) 738,250 CAPITAL 250,000 - (250,000) (250,000) - TOTAL EXPENDITURES $ 1,466,223 $ - $ 1,609,217 $ 142,994 $ (1,466,223) $ 1,609,217 Increase EMPLOYEE TITLE FTE Salaries Salaries (Decrease) Assistant Planner 1.00 $ 87,608 $ 90,185 $ 2,577 Building and Planning Manager - 139,934 - (139,934) Building Inspector, Senior 1.00 127,005 130,765 3,760 Electrical Inspector, Senior 1.00 112,453 115,820 3,367 Permit Technician 2.00 68,811 125,152 56,341 Plumbing and Mechanical Inspector, Senior 1.00 113,953 117,320 3,367 Overtime Payout (vacation and sick excess hours) 2,000 2,000 - 3,000 11,700 8,700 DEPARTMENT TOTALS 6.00 $ 654,764 $ 592,942 $ (61,822) CITY OF VERNON Fund 011 Department 1041 - Building Regulations Fund Public Works Department Budget Detail 2020-2021 DEPARTMENT: 011.1041 BUILDING REGULATIONS AND PLANNING REVENUES 401650 State Fee - SB1186 410210 Building Permit Fees 410280 Conditional Use Permits 461100 Fines and Penalties 466200 Plan Check Fees 466220 Green Building Standards Fee 466900 Miscellaneous Revenues 468400 Variances TOTAL REVENUES EXPENDITURES: A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments $ 1,100 $ - $ 1,100 $ - $ (1,100) $ 1,100 1,026,200 - 769,650 (256,550) (1,026,200) 769,650 13,927 - 13,927 - (13,927) 13,927 27,488 - 27,488 - (27,488) 27,488 373,830 - 373,830 - (373,830) 373,830 10,262 - 10,262 - (10,262) 10,262 6,597 - 6,597 - (6,597) 6,597 6,597 - 6,597 - (6,597) 6,597 1,466,000 - 1,209,450 (256,550) (1,466,000) 1,209,450 SALARIES 501010 Salaries - Regular $ 599,120 $ - $ 527,283 $ (71,837) $ (599,120) $ 527,283 501012 Salaries - Premiums 53,644 - 63,659 10,015 (53,644) 63,659 501020 Salaries - O.T. 2,000 - 2,000 - (2,000) 2,000 654,764 - 592,942 (61,822) (654,764) 592,942 BENEFITS 502020 Retirement 181,876 - 173,039 (8,837) (181,876) 173,039 502030 Group Insurance Premiums 96,838 - 96,388 (450) (96,838) 96,388 502060 Medicare 9,494 - 8,598 (896) (9,494) 8,598 288,209 - 278,025 (10,184) (288,209) 278,025 SUPPLIES/SERVICES 520000 Supplies $ 4,000 $ - $ 4,000 $ - $ (4,000) $ 4,000 540000 Uniforms 400 - 400 - (400) 400 550000 Advertisement/Promotion 2,500 - 2,500 - (2,500) 2,500 CITY OF VERNON Fund 011 Department 1041 - Building Regulations Fund Public Works Department Budget Detail 2020-2021 DEPARTMENT: 011.1041 BUILDING REGULATIONS AND PLANNING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 570000 Vehicle Expense 5,500 - 5,500 - (5,500) 5,500 593200 Professional Services - Legal - - - - - - 595200 Professional Services - Technical 246,000 - 711,000 465,000 (246,000) 711,000 596500 Travel 2,000 - 2,000 - (2,000) 2,000 596550 Memberships 850 - 850 - (850) 850 596600 Books & Publications 4,000 - 4,000 - (4,000) 4,000 596700 Training 8,000 - 8,000 - (8,000) 8,000 273,250 - 738,250 465,000 (273,250) 738,250 CAPITAL ELECTRONIC PLAN REIVEW AND PERMITTING $ 250,000 $ $ - $ (250,000) $ (250,000) $ - 250,000 - (250,000) (250,000) - TOTAL EXPENDITURES 1,466,223 - 1,609,217 142,994 (1,466,223) 1,609,217 3 of 6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1041 - BUILDING REGULATIONS AND PLANNING 2020-2021 Account No. 520000 - Supplies Detailed FY2020 FY2021 Name Description Budget Budget 1 VARIOUS VENDORS FOLLOWING PROCUMENT Office Supplies $ 200 $ 200 POLICIES 2 UPS Office Supplies 1,500 1,500 3 OFFICE DEPOT BUSINESS SOLUTIONS Office Supplies 1,000 1,000 4 SILVA'S PRINTING NETWORK Office Supplies 600 600 5 PLANBAGS.COM Office Supplies 500 500 6 WAREHOUSE INVENTORY CONSUMPTION Office Supplies 200 200 $ 4,000 $ 4,000 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 SPECIALTY APPAREL Departmental Uniform Shirts $ 400 $ 400 $ 400 $ 400 Account No. 550000 - Advertisement/Promotion Name PROFESSIONAL PUBLICATIONS Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Description Budget Budget Publishing of required notices $ 2,500 $ 2,500 $ 2,500 $ 2,500 Detailed FY2020 FY2021 Name Description Budget Budget 1 FUEL FROM CITY PUMPS Gas Usage $ 3,000 $ 3,000 2 CITY GARAGE VEHICLE REPAIRS Garage Work Orders 2,400 2,400 3 XPRESS WASH, INC. Washing city vehicles 100 100 $ 5,500 $ 5,500 4of6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1041 - BUILDING REGULATIONS AND PLANNING 2020-2021 Account No. 593200 - Professional Services - Legal Name 1 NONE BUDGETED THIS YEAR Detailed FY2020 FY2021 Description Budget Budget Legal services $ - $ - Account No. 595200 - Professional Services Technical Name 1 REQUEST FOR PROPOSAL PENDING 2 CONSULTANT TBD 3 DEPARTMENT OF CONSERVATION 4 JAS PACIFIC CONSULTING 5 TBD 6 TBD 7 INTERWEST CONSULTING GROUP 8 TBD 9 TBD 10 CALIFORNIA BUILDING STANDARDS 11 LOS ANGELES COUNTY ASSESSOR Account No. 596500 - Travel Name 1 CALBO WORKSHOP Account No. 596550 - Membership Dues Detailed Description Natural Hazards Mitigation Plan On -Call Structural Plan Check & Inspection & CaSP Services Strong Motion Instrumentation Plans & Seismic Haz. Mapping On -Call Plan Check & Inspection Services Housing Elelment Update File Scanning On -Call Plan Check and Inspection Services Code Enforcement West Side Specific Plan Revolving Fund Maps Detailed Description Mileage and parking for staff to attend workshop FY2020 FY2021 Budget Budget $ 25,000 $ 25,000 125,000 125,000 15,000 15,000 25,000 40,000 50,000 150,000 350,000 5,000 5,000 1,000 1,000 $ 246,000 $ 711,000 FY2020 FY2021 Budget Budget $ 2,000 $ 2,000 $ 2,000 $ 2,000 Detailed FY2020 FY2021 Name Description Budget Budget 1 CALBO Membership Dues $ 250 $ 250 2 IAPMO Membership Dues 155 155 3 IAEI Membership Dues 125 125 4 ICC Membership Dues 320 320 $ 850 $ 850 5of6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1041 - BUILDING REGULATIONS AND PLANNING 2020-2021 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget VARIOUS VENDORS FOLLOWING PROCUMENT Code Books $ 4,000 $ 4,000 POLICIES Account No. 596700 - Training Name 1 CALBO 2 VARIOUS SERVICE PROVIDERS Capital Expenditures Name 1 ELECTRONIC PLAN REIVEW AND PERMITTING $ 4,000 $ 4,000 Detailed FY2020 FY2021 Description Budget Budget Training $ 4,000 $ 4,000 Required staff training/seminars 4,000 4,000 $ 8,000 $ 8,000 Detailed FY2020 FY2021 Description Budget Budget Hardware, software, customization and migration $ 250,000 $ - $ 250,000 $ - DEPARTMENT: 011.1043 STREET OPERATIONS CITY OF VERNON Budget Summary 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 713,047 $ - $ 1,453,047 $ 740,000 $ (713,047) $ 1,453,047 EXPENSES: SALARIES $ 1,909,563 $ - $ 1,832,047 $ (77,516) $ (1,909,563) $ 1,832,047 BENEFITS 921,941 - 919,931 (2,010) (921,941) 919,931 SUPPLIES/SERVICES 2,326,780 - 1,660,180 (666,600) (2,326,780) 1,660,180 TOTAL EXPENSES $ 5,158,284 $ - $ 4,412,158 $ (746,126) $ (5,158,284) $ 4,412,158 CAPITAL: REVENUES EXPENDITURES 2,694,531 - 1,197,931 (396,600) (1,594,531) 1,197,931 3,680,000 - 1,730,000 (1,950,000) (3,680,000) 1,730,000 Increase EMPLOYEE TITLE FTE Salaries Salaries (Decrease) Assistant Engineer - $ 82,017 $ - $ (82,017) Engineering Aide 1.00 - 98,010 98,010 Project Engineer 3.00 366,529 386,033 19,504 Public Works Inspector 1.00 - 72,797 72,797 Public Works Superintendent 1.00 57,662 118,578 60,916 Stormwater and Special Project Analys 1.00 133,270 137,218 3,948 Street Maintenance Supervisor 1.00 121,038 124,619 3,581 Street Maintenance Worker 7.00 409,595 412,028 2,433 Street Maintenance Worker, Lead 1.00 96,318 104,932 8,614 Street Maintenance Worker, Senior 4.00 394,285 320,232 (74,053) Warehouse Worker - 28,866 - (28,866) Warehouse Worker, Senior - 149,927 - (149,927) Overtime 50,000 50,000 - Payout (vacation and sick excess hours) 16,056 3,600 (12,456) Stand-by 4,000 4,000 - DEPARTMENT TOTALS 20.00 $ 1,909,563 $ 1,832,047 $ (77,516) CITY OF VERNON Fund 011 Department 1043 - General Fund Street Operations Department Budget Detail 2020-2021 DEPARTMENT: 011.1043 STREET OPERATIONS REVENUES: 400610 Prop A Local Return 400630 Prop C Local Return 401205 Stormwater- Measure W-SCWP 401206 Measure R Local Return 401207 Measure M Local Return 401208 Road Maintenance and Rehab - SB1 401209 TDA Article 3 407500 State Gas Tax - 2103 407510 State Gas Tax - 2105 407600 State Gas Tax - 2106 407700 State Gas Tax - 2107 407800 State Gas Tax - 2107.5 410290 Issuance Fees 410300 Franchises and Agreements 420520 Community Services Revenues 450120 Engineering Inspection Fees 466200 Plan Check Fees 466210 Reconstruction Fee 466230 Annual Fee 466900 Miscellaneous Revenues 469300 Reserve Applied 600910 Other Income TOTAL REVENUES EXPENSES: SALARIES 501010 Salaries - Regular 501012 Salaries - Premiums 501020 Salaries - O.T. BENEFITS A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments $ 4,340 $ - $ 4,340 $ - $ (4,340) $ 4,340 3,600 - 3,600 - (3,600) 3,600 - - 740,000 740,000 - 740,000 New Revenue 2,700 - 2,700 - (2,700) 2,700 3,060 - 3,060 - (3,060) 3,060 3,459 - 3,459 - (3,459) 3,459 5,000 - 5,000 - (5,000) 5,000 1,783 - 1,783 - (1,783) 1,783 1,163 - 1,163 - (1,163) 1,163 5,487 - 5,487 - (5,487) 5,487 1,527 - 1,527 - (1,527) 1,527 1,000 - 1,000 - (1,000) 1,000 19,000 - 19,000 - (19,000) 19,000 115,008 - 115,008 - (115,008) 115,008 37,000 - 37,000 - (37,000) 37,000 70,000 - 70,000 - (70,000) 70,000 50,000 - 50,000 - (50,000) 50,000 1,000 - 1,000 - (1,000) 1,000 387,920 - 387,920 - (387,920) 387,920 713,047 - 1,453,047 740,000 (713,047) 1,453,047 $ 1,647,343 $ - $ 1,624,499 $ (22,844) $ (1,647,343) $ 1,624,499 212,220 - 157,548 (54,672) (212,220) 157,548 50,000 - 50,000 - (50,000) 50,000 1,909,563 - 1,832,047 (77,516) (1,909,563) 1,832,047 502020 Retirement $ 382,815 $ - $ 530,061 $ 147,246 $ (382,815) $ 530,061 502030 Group Insurance Premiums 511,437 - 363,305 (148,132) (511,437) 363,305 502060 Medicare 27,689 - 26,565 (1,124) (27,689) 26,565 502080 Claims Expenditure - Worker's Comp - - - - - - CITY OF VERNON Fund 011 Department 1043 - General Fund Street Operations Department DEPARTMENT: 011.1043 STREET OPERATIONS SUPPLIES/SERVICES 520000 Supplies 540000 Uniforms 550000 Advertisement/Promotion 560000 Utilities 570000 Vehicle Expense 590000 Repair & Maintenance 593200 Professional Services - Legal 595200 Professional Services - Technical 596200 Professional Services - Other 3043 596200 Professional Services - Other 596500 Travel 596550 Membership Dues 596600 Books & Publications 596700 Training TOTAL EXPENSES CAPITAL REVENUES 2043 440100 Grant Revenues - Federal Measure W Stormwater Return 3043 440100 Grant Revenues - State EXPENDITURES 840000 Automobile 850000 Non -Automobile 1043 900000 Capital Outlays 2043 900000 Capital Outlays - Federal Funding 3043 900000 Capital Outlays - State Funding Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 921,941 - 919,931 (2,010) (921,941) 919,931 $ 108,000 $ - $ 108,000 $ - $ (108,000) $ 108,000 4,500 - 4,500 - (4,500) 4,500 3,000 - 3,000 - (3,000) 3,000 46,760 - 46,760 - (46,760) 46,760 150,000 - 150,000 - (150,000) 150,000 1,202,920 - 952,920 (250,000) (1,202,920) 952,920 10,000 - 10,000 - (10,000) 10,000 15,000 - 5,000 (10,000) (15,000) 5,000 201,500 - 191,500 (10,000) (201,500) 191,500 546,600 - 150,000 (396,600) (546,600) 150,000 2,500 - 2,500 - (2,500) 2,500 15,000 - 15,000 - (15,000) 15,000 1,000 - 1,000 - (1,000) 1,000 20,000 - 20,000 - (20,000) 20,000 2,326,780 - 1,660,180 (666,600) (2,326,780) 1,660,180 5,158,284 - 4,412,158 (746,126) (5,158,284) 4,412,158 1,047,931 $ - $ 1,047,931 $ - $ (1,047,931) $ 1,047,931 1,100,000 - - 546,600 - 150,000 (396,600) (546,600) 150,000 2,694,531 - 1,197,931 (396,600) (1,594,531) 1,197,931 $ 376,000 $ - $ 90,000 $ (286,000) $ (376,000) $ 90,000 60,000 - - (60,000) (60,000) - 1,840,000 - 640,000 (1,200,000) (1,840,000) 640,000 1,000,000 - 1,000,000 - (1,000,000) 1,000,000 404,000 - - (404,000) (404,000) - 3,680,000 - 1,7309000 (1,950,000) (3,680,000) 1,730,000 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1043 - STREET OPERATIONS 2020-2021 Account No. 520000 - Su[)Dlies Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY WAREHOUSE Inventory Consumption $ 50,000 $ 50,000 2 PACIFIC PRODUCTS & SERVICES Materials and Supplies 14,000 14,000 3 JCL BARRICADE COMPANY Materials and Supplies 7,800 7,800 4 HAWKINS TRAFFIC SAFETY SUPPLY Materials and Supplies 6,300 6,300 5 VULCAN MATERIALS COMPANY Materials and Supplies 5,300 5,300 6 HOME DEPOT CREDIT SERVICES Materials and Supplies 5,300 5,300 7 ZUMAR INDUSTRIES Materials and Supplies 3,000 3,000 8 VARIOUS VENDORS BASED ON Materials and Supplies 5,300 5,300 PROCUREMENT REQUIREMENT 9 CATALINA PACIFIC CONCRETE Materials and Supplies 3,000 3,000 10 HANSON AGGREGATES Materials and Supplies 2,000 2,000 11 A -THRONE COMPANY, INC. Materials and Supplies 2,000 2,000 12 GRAINGER COMPANY Materials and Supplies 2,000 2,000 13 CONTECH Materials and Supplies 2,000 2,000 $ 108,000 $ 108.000 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 SPECIALTY APPAREL Uniforms $ 4,500 $ 4,500 $ 4,500 $ 4,500 Account No. 550000 - Advertisement/Promotion Detailed FY2020 FY2021 Name Description Budget Budget 1 PROFESSIONAL PUBLICATIONS Publishing of Notices $ 750 $ 750 2 NPDES Stormwater Education 250 250 3 PLANET BIDS Web Based Publishings for Municipalities 2,000 2,000 $ 3,000 $ 3,000 Account No. 560000 - Utilities Detailed FY2020 FY2021 Name Description Budget Budget 1 VPU Interfund Utilities $ 41,000 $ 41,000 2 THE GAS COMPANY Natural Gas Service 3,000 3,000 3 FIBER OPTICS Interfund Utilities 1,560 1,560 4 SOUTHERN CALIFORNIA EDISON Street and Traffic Signal Service 1,200 1,200 $ 46,760 $ 46,760 Account No. 570000 - Vehicle Expense Name 1 CITY GARAGE 2 CITY PROVIDED FUEL 3 XPRESS WASH, INC. Account No. 590000 - Repairs & Maintenance Name 1 WEBCO LB, LLC. 2 SIEMENS INDUSTRY 3 TBD 4 RON'S MAINTENANCE 5 West Coast Arborist VARIOUS VENDORS BASED ON 6 PROCUREMENT REQUIREMENT 7 VARIOUS VENDORS BASED ON PROCUREMENT REQUIREMENT 8 CITY OF L.A. DEPT. OF TRANSP. 9 TBD 10 SURVEY MONUMENTS 11 COUNTY OF LOS ANGELES VARIOUS VENDORS BASED ON 12 PROCUREMENT REQUIREMENT 13 VARIOUS VENDORS BASED ON PROCUREMENT REQUIREMENT 14 UNION PACIFIC RR CO Account No. 593200 - Professional Services - Leaal Name 1 VARIOUS VENDORS BASED ON PROCUREMENT REQUIREMENT CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1043 - STREET OPERATIONS 2020-2021 Detailed Description Work Orders Gas Usage Washing city vehicles Detailed Description Street Sweeping Traffic Signal Repair & Maintenance Annual Street Striping Catch Basin Cleaning Tree Trimming Estimated Other Repairs & Maintenance Sewer Cleaning and Emergency Repairs Traffic Signal Maintenance Sewer System Master Plan/Flow/ Video Inspection Surveys Traffic Signal Maintenance Survey Equipment Maintenance Emergency Sewers & Public Works Repairs Public at Grade Crossing 25th Street DOT747602G (100% Reimbursable per agreement with Marquez Produce) FY2020 FY2021 Budget Budget $ 110,000 $ 110,000 39,700 39,700 300 300 $ 150,000 $ 150,000 FY2020 FY2021 Budget Budget $ 126,000 $ 126,000 110,000 110,000 50,000 50,000 50,000 50,000 100,000 100,000 9,000 9,000 10,000 10,000 8,000 8,000 250,000 2,000 2,000 5,000 5,000 1,000 1,000 100,000 100,000 381,920 381,920 $ 1,202,920 $ 952,920 Detailed FY2020 FY2021 Description Budget Budget Legal Services for NPDES Matters $ 10,000 $ 10,000 $ 10,000 $ 10,000 Account No. 595200 - Professional Services Technical Name 1 GATEWAY WATER MANAGEMENTAUTHORITY GATEWAY WATER MANAGEMENT 2 AUTHORITY 3 COUNTY OF LOS ANGELES 4 VARIOUS CONSULTANTS BASED ON PROCUREMENT REQUIREMENT 5 CROSSROADS VARIOUS CONSULTANTS BASED ON 6 PROCUREMENT REQUIREMENT VARIOUS CONSULTANTS BASED ON 7 PROCUREMENT REQUIREMENT GATEWAY WATER MANAGEMENT 8 AUTHORITY 9 GATEWAY CITIES COUNCIL OF GOV 10 TBD 11 TBD 12 TBD Account No. 596200 - Professional Services Other Name GATEWAY WATER MANAGEMENT 1 AUTHORITY 2 GATEWAY CITIES 3 EAGLE AERIAL SOLUTIONS 4 HAUL -AWAY RUBBISH CO., INC. 5 UNITED PUMPING SERVICES, INC. 6 COALITION FOR PRACTICAL REGULATION (NPDES) 7 SWRCB VARIOUS CONSULTANTS BASED ON $ PROCUREMENT REQUIREMENT VARIOUS CONSULTANTS BASED ON 9 PROCUREMENT REQUIREMENT 10 VARIOUS CONSULTANTS BASED ON PROCUREMENT REQUIREMENT 11 VARIOUS CONSULTANTS BASED ON PROCUREMENT REQUIREMENT 12 TBD 13 SOUTH COAST A.Q.M.D. VARIOUS CONSULTANTS BASED ON 14 PROCUREMENT REQUIREMENT 15 TBD CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1043 - STREET OPERATIONS 2020-2021 Detailed Description Matching funds (50%) of Phase I for John Anson Ford Park Watershed Management Program Plan Implementation Studies Public works road fund Estimated consulting services costs Data entry for traffic incidents ADA evaluation and transition plan (Carry over to 20- 21) Citywide traffic speed counts Municipal NPDES Permit On -Call Services (ROWD) Atlantic Boulevard Master Plan Design and Construction Survey Construcion Management Speed Study Survey FY2020 FY2021 Budget Budget $ 57,000 $ 57,000 40,000 40,000 15,000 15,000 4,000 125,000 1,000 1,000 200,000 200,000 5,000 - 10,000 10,000 5,000 5,000 15,000 5,000 15,000 15,000 5,000 - $ 372,000 $ 473,000 Detailed FY2020 FY2021 Description Budget Budget Coordinated Integrated Monitoring Plan $ 60,000 $ 60,000 1710 EIR/EIS Report, TMDL Coordination Plan 15,000 15,000 Aerial photo prints 15,000 15,000 Solid waste collection/hauling 25,000 25,000 Emergency Environmental Spill Cleanup Services 10,000 10,000 Professional services 5,000 5,000 System permitting fees 7,000 7,000 Bacteria TMDL monitoring 3,000 3,000 Metals TMDL monitoring 1,500 1,500 Harbor Toxics TMDL monitoring 1,000 1,000 Traffic Engineering Services Contribution to legislation - zinc Emission & registration fees Grant Applications Homeless Encampment Program 25,000 25,000 3,000 3,000 1,000 1,000 10,000 - 20,000 20,000 $ 201.500 $ 191.500 Account No. 596200 - Professional Services Other - Grant Funded 3043 Name 1 VARIOUS CONSULTANTS BASED ON PROCUREMENT REQUIREMENT VARIOUS CONSULTANTS BASED ON 2 PROCUREMENT REQUIREMENT VARIOUS CONSULTANTS BASED ON 3 PROCUREMENT REQUIREMENT 4 CalRecycle VARIOUS CONSULTANTS BASED ON 5 PROCUREMENT REQUIREMENT 6 VARIOUS CONSULTANTS BASED ON PROCUREMENT REQUIREMENT Account No. 596500 - Travel Name CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1043 - STREET OPERATIONS 2020-2021 Detailed Description California High Speed Rail Project** 1-710 Study** Tree Boxes Used Tire Asphalt SCAG Bus Route Feasibility Study** LA River Active Transportation Access Plan** 1 VARIOUS DEPARTMENT EMPLOYEES Staff training Account No. 596550 - Membership Dues Name 1 CASQA 2 VELOCITY EHS 3 MUNICIPAL MANAGEMENT ASSOC GATEWAY WATER MANAGEMENT 4 AUTHORITY Account No. 596600 - Books & Publications Name 1 VARIOUS PROFESSIONAL PUBLICATIONS FY2020 FY2021 Budget Budget $ 300,000 $ 150,000 22,800 13,000 210,800 - $ 546,600 $ 150,000 Detailed FY2020 FY2021 Description Budget Budget $ 2,500 $ 2,500 $ 2,500 $ 2,500 Detailed Description Memberships Annual Subscription Memberships Annual Membership Dues FY2020 FY2021 Budget Budget $ 500 $ 500 1,500 1,500 500 500 15,000 15,000 $ 17,500 $ 17,500 Detailed FY2020 FY2021 Description Budget Budget Publications $ 1,000 $ 1,000 $ 1,000 $ 11000 Account No. 596700 - Trainin Name 1 VARIOUS CONSULTANTS BASED ON PROCUREMENT REQUIREMENT 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 NET 37 Capital Expenditures CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1043 - STREET OPERATIONS 2020-2021 Detailed FY2020 FY2021 Description Budget Budget Training (i.e. confined space, trench shoring, $ 20,000 $ 20,000 pavement design, traffic control, stormwater, etc.) $ 20,000 $ 20,000 Detailed FY2020 FY2021 Name Description Budget Budget Equipment 1 SUV for Superintendent $ - $ 40,000 Equipment 1 F-150 Dual Cab - - Equipment 1 F-550 Dump Truck Low Body w/ Bed 80,000 - Equipment Second Grafitti Truck 250,000 - Equipment 1 F-150 Dual Cab and Equipment - - Equipment 1 Dual Axle Trailer - - Equipment 1 Equipment Caterpillar Work Hammer - - Equipment Bobcat Skid steer and accessories - - Equipment 2 F-250 pickup trucks - 50,000 Equipment 1 CNG Street Sweeper - - Equipment 1 Caterpillar 420 F2 Backhoe/Loader - - Equipment 2 progammable message boards 30,000 - Equipment Light tower 10,000 - Equipment Replace sprayers for graffiti truck 6,000 - Project Downey Road Resurfacing (LA River to Fruitland) - Phase I & II Project Sierra Pine Avenue Paving 525,000 - Project 53rd, 54th, 55th, 57th, & Hampton Paving 450,000 - Project Miscellaneous Grinding and paving - - Project Sidewalk repairs and disabled accessibility ramps at 150,000 - various City locations ADA Implementation - Project Miscellaneous Rubberized Slurry Seal 250,000 250,000 Project Catch Basin Inserts - - Project Miscellaneous Citywide Crack Seal Repair - 250,000 Project LA River Flap Gates - Design 50,000 50,000 Project LA River Flap Gates - Construction - - Project Sewer System Assesment and repairs 150,000 - Project Sewer Manhole Repairs 25,000 25,000 Project Soto LID/Street Improvements (N/o Bandini to Limit) - - Project Traffic Signal Improvements (Soto @ Vernon) 80,000 Project Traffic Signal Improvements (Soto @ Leonis) 80,000 Project Traffic Signal Improvements (Soto @ Fruitland) 80,000 Traffic Signal improvements - Equipment Signs Replacement Program - Section 6 35,000 - Sign Shop equipment and materials 40,000 Equipment Warning Devices 25,000 25,000 Project * Atlantic Blvd Bridge Widening over LA River - Design 1,000,000 1,000,000 and Right of Way Project ** California High Speed Rail Project" 125,000 - $ 3,401,000 $ 1,730,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1046 CITY GARAGE A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 375,000 $ $ 375,000 $ $ (375,000) $ 375,000 EXPENDITURES: SALARIES $ 378,818 $ $ 338,590 $ (40,228) $ (378,818) $ 338,590 BENEFITS 169,580 178,867 9,287 (169,580) 178,867 SUPPLIES/SERVICES 274,500 274,500 - (274,500) 274,500 CAPITAL 45,000 60,000 15,000 (45,000) 60,000 TOTAL EXPENDITURES $ 867,898 $ $ 851,957 $ (15,941) $ (867,898) $ 851,957 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Fleet Supervisor 1.00 $ 111,342 $ 99,745 $ (11,597) Mechanic 1.00 - 59,890 59,890 Mechanic, Senior 2.00 250,998 175,955 (75,043) Public Works Superintendent - 5,766 - (5,766) Overtime 3,000 3,000 Payout (vacation and sick excess hours) 7,712 - (7,712) Stand-by - DEPARTMENT TOTALS 4.00 $ 378,818 $ 338,590 $ (40,228) DEPARTMENT: 011.1046 CITY GARAGE CITY OF VERNON Fund 011 Department 1046 - General Fund City Garage Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 499700 Credit for Garage Work Orders $ 375,000 $ - $ 375,000 $ $ (375,000) $ 375,000 TOTAL REVENUES 375,000 - 375,000 - (375,000) 375,000 EXPENDITURES: SALARIES 501010 Salaries - Regular $ 343,939 $ - $ 308,891 $ (35,048) $ (343,939) $ 308,891 501012 Salaries - Premiums 31,879 - 26,699 (5,180) (31,879) 26,699 501020 Salaries - O.T. 3,000 - 3,000 (3,000) 3,000 378,818 - 338,590 (40,228) (378,818) 338,590 BENEFITS 502020 Retirement $ 61,706 $ - $ 100,704 $ 38,998 $ (61,706) $ 100,704 502030 Group Insurance Premiums 102,381 - 73,253 (29,128) (102,381) 73,253 502060 Medicare 5,493 - 4,910 (583) (5,493) 4,910 169,580 - 178,867 9,287 (169,580) 178,867 SUPPLIES/SERVICES 520000 Supplies $ 200,000 $ - $ 200,000 $ $ (200,000) $ 200,000 540000 Uniforms 1,500 - 1,500 (1,500) 1,500 570000 Vehicle Expense 6,000 - 6,000 (6,000) 6,000 590000 Repairs & Maintenance 64,000 - 64,000 (64,000) 64,000 596600 Books & Publications 500 - 500 (500) 500 596700 Training 2,500 - 2,500 (2,500) 2,500 274,500 - 274,500 (274,500) 274,500 CAPITAL 850000 Non -Automobile $ 45,000 $ - $ 60,000 $ 15,000 $ (45,000) $ 60,000 45,000 - 60,000 15,000 (45,000) 60,000 TOTAL EXPENDITURES 867,898 - 851,957 (15,941) (867,898) 851,957 2of5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1046 - CITY GARAGE 2020-2021 Account No. 520000 - Supplies Detailed FY2020 FY2021 Name Description Budget Budget NAPA AUTO PARTS auto parts/supplies $ 27,000 $ 27,000 LOPEZ & LOPEZ TIRE SERVICE auto parts/supplies 20,000 20,000 CAMINO REAL CHEVROLET auto parts/supplies 8,000 8,000 BATTERY SYSTEMS auto parts/supplies 15,000 15,000 DANIELS TIRE SERVICE auto parts/supplies 10,400 10,400 CALIFORNIA FRAME & AXLE auto parts/supplies 15,000 15,000 CENTRAL FORD auto parts/supplies 20,000 20,000 HAAKER EQUIPMENT COMPANY auto parts/supplies 10,000 10,000 GARVEY EQUIPMENT COMPANY auto parts/supplies 8,000 8,000 DAPPER TIRE COMPANY auto parts/supplies 11,500 11,500 SUPER FORD LINCOLN MERCURY auto parts/supplies - - THE LIGHTHOUSE auto parts/supplies 10,000 10,000 DION & SONS, INC., auto parts/supplies 3,600 3,600 JERRY'S AUTO BODY, INC. auto parts/supplies 9,000 9,000 H & H WHOLESALE PARTS auto parts/supplies 5,000 5,000 MCMASTER CARR SUPPLY COMPANY auto parts/supplies 3,000 3,000 ALL OTHER SUPPLIERS auto parts/supplies 10,000 10,000 SPEEDO ELECTRIC COMPANY auto parts/supplies 10,700 10,700 WAREHOUSE INVENTORY CONSUMPTION auto parts/supplies 1,300 1,300 AFC HYDRAULIC SEALS & REPAIR auto parts/supplies 2,500 2,500 $ 200,000 $ 200,000 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 TBD Uniforms $ 1,500 $ 1,500 $ 1,500 $ 1,500 Account No. 570000 - Vehicle Name 1 CITY GARAGE 2 CITY FUEL PUMPS 3 HUNTINGTON PARK CAR WASH nse Detailed Description Work Orders Gas Usage Washing city vehicles FY2020 FY2021 Budget Budget $ 4,500 $ 4,500 1,250 1,250 250 250 $ 6,000 $ 6,000 3of5 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1046 - CITY GARAGE 2020-2021 Account No. 590000 - Repairs & Maintenance Detailed FY2020 FY2021 Name Description Budget Budget 1 AFC HYDRAULIC SEALS & REPAIR Repairs and maintenance $ 3,200 $ 3,200 2 CENTRAL FORD Repairs and maintenance 8,000 8,000 3 DIESEL EMISSIONS DIRECT Repairs and maintenance 8,400 8,400 4 HAAKER EQUIPMENT COMPANY Repairs and maintenance 10,000 10,000 5 CAMINO REAL CHEVROLET Repairs and maintenance 7,500 7,500 6 JERRY'S AUTO BODY INC Repairs and maintenance 5,400 5,400 7 INDEPENDENT BRAKE Repairs and maintenance - - 8 MORGAN COMPANY Repairs and maintenance 1,000 1,000 9 PACIFIC COMMERCIAL TRUCK BODY Repairs and maintenance 3,500 3,500 10 PREFERRED AERIAL & CRANE Repairs and maintenance 4,500 4,500 11 RVD EMISSIONS Repairs and maintenance 1,200 1,200 12 LYNN'S AUTO AIR, INC. Repairs and maintenance 2,300 2,300 13 ALL OTHER SUPPLIERS Repairs and maintenance 9,000 9,000 14 VENDOR TO BE DETERMINED BASED ON Street Sweeper maintenance - - PURCHASING POLICY $ 64,000 $ 64,000 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 1 VARIOUS PROFESSIONAL PUBLICATIONS Publications $ 500 $ 500 $ 500 $ 500 Account No. 596700 - Training Detailed FY2020 FY2021 Name Description Budget Budget 1 DEPARTMENT PERSONNEL TRAINING Training $ 2,500 $ 2,500 $ 2,500 $ 2,500 4 of 5 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1046 - CITY GARAGE 2020-2021 Capital Detailed FY2020 FY2021 Name Description Budget Budget 1 Floor Non -slip floor $ 30,000 $ - 2 Scanner Module Update Module - 5,000 3 Fuel Pumps and Awning Replacing 30 year old pumps - - 4 Lighting New Lighting through out - - 5 Heaters Garage heater - 25,000 6 Fueling System Gas Boy System 15,000 - 7 Garage Doors Door Operators - 30,000 8 Service Truck 2500 Series w/ boxes etc. - - $ 45,000 $ 60,000 5of5 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1047 CITY WAREHOUSE A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENDITURES: SALARIES $ 157,490 $ $ 323,113 $ 165,623 $ (157,490) $ 323,113 BENEFITS 82,921 197,223 114,302 (82,921) 197,223 SUPPLIES/SERVICES 10,950 10,950 - (10,950) 10,950 CAPITAL 70,000 95,000 25,000 (70,000) 95,000 TOTAL EXPENDITURES $ 321,361 $ $ 626,286 $ 304,925 $ (321,361) $ 626,286 EMPLOYEE TITLE FTE Salaries Salaries Increase (Decrease) Facilities Maintenance Supervisor 0.10 $ 9,945 $ 10,243 298 Public Works Superintendent - 5,766 - (5,766) Warehouse Worker 2.00 - 154,322 154,322 Warehouse Worker, Lead 1.00 95,205 98,010 2,805 Warehouse Worker, Senior 1.00 41,236 57,038 15,802 Overtime 2,500 2,500 - Payout (vacation and sick excess hours) 2,838 1,000 (1,838) Stand-by - - - DEPARTMENT TOTALS 4.10 $ 157,490 $ 323,113 $ 165,623 CITY OF VERNON Fund 011 Department 1047 - General Fund City Warehouse Department Budget Detail 2020-2021 DEPARTMENT: 011.1047 CITY WAREHOUSE A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENDITURES: SALARIES 501010 Salaries- Regular $ 127,277 $ - $ 273,308 $ 146,031 $ (127,277) $ 273,308 501012 Salaries - Premiums 27,713 - 47,305 19,592 (27,713) 47,305 501020 Salaries - Overtime 2,500 - 2,500 - (2,500) 2,500 157,490 - 323,113 165,623 (157,490) 323,113 BENEFITS 502020 Retirement $ 38,615 $ - $ 95,065 $ 56,450 $ (38,615) $ 95,065 502030 Group Insurance Premiums 42,022 - 97,473 55,451 (42,022) 97,473 502060 Medicare 2,284 - 4,685 2,401 (2,284) 4,685 82.921 - 197.223 114.302 (82.921) 197.223 SUPPLIES/SERVICES 520000 Supplies $ 2,000 $ - $ 2,000 $ - $ (2,000) $ 2,000 540000 Uniforms 1,000 - 1,000 - (1,000) 1,000 570000 Vehicle Expense 7,000 - 7,000 - (7,000) 7,000 596600 Books & Publications 200 - 200 - (200) 200 596700 Training 750 - 750 - (750) 750 10,950 - 10,950 - (10,950) 10,950 CAPITAL 850000 Non -Auto $ 70,000 $ - $ 95,000 $ 25,000 $ (70,000) $ 95,000 70,000 - 95,000 25,000 (70,000) 95,000 TOTAL EXPENDITURES $ 321,361 $ - $ 626,286 $ 304,925 $ (321,361) $ 626,286 2 of 4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1047 - CITY WAREHOUSE 2020-2021 Account No. 520000 - SUtpDIies Detailed Name Description 1 VARIOUS VENDORS BASED ON Supplies PROCUREMENT REQUIREMENT Account No. 540000 - Uniforms Name 1 TBD Account No. 570000 - Vehicle Expense Name 1 CITY GARAGE 2 CITY FUEL PUMPS 3 HUNTINGTON PARK CAR WASH Account No. 596600 - Books & Publications Name 1 VARIOUS PROFESSIONAL PUBLICATIONS FY2020 FY2021 Budget Budget $ 2,000 $ 2,000 $ 2,000 $ 2,000 Detailed FY2020 FY2021 Description Budget Budget Uniforms $ 1,000 $ 1,000 $ 1,000 $ 1,000 Detailed FY2020 FY2021 Description Budget Budget Work Orders $ 5,400 $ 5,400 Gas Usage 1,500 1,500 Washing city vehicles 100 100 $ 7,000 $ 7,000 Detailed FY2020 FY2021 Description Budget Budget Publications $ 200 $ 200 $ 200 $ 200 3 of 4 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1047 - CITY WAREHOUSE 2020-2021 Account No. 596700 - Traini Detailed Name Description CITY DEPARTMENT PERSONNEL Training Capital Expenditures Name 1 Cages 2 Barcode Self Service System FY2020 FY2021 Budget Budget $ 750 $ 750 $ 750 $ 750 Detailed FY2020 FY2021 Description Budget Budget Equipment $ 50,000 $ 75,000 Equipment 20,000 20,000 $ 70,000 $ 95,000 4 of 4 CITY OF VERNON Budget Summary 2019-2020 DEPARTMENT: 011.1048 CITY HOUSING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) REVENUES 291,020 291,020 - (291,020) 291,020 EXPENSES: SALARIES $ 177,657 $ $ 163,181 $ (14,476) $ (177,657) $ 163,181 BENEFITS 93,979 94,028 49 (93,979) 94,028 SUPPLIES/SERVICES 134,200 134,200 (134,200) 134,200 TOTAL EXPENSES $ 405,836 $ $ 391,409 $ (14,427) $ (405,836) $ 391,409 CAPITAL $ 370,000 $ $ 205,000 $ (165,000) $ (370,000) $ 205,000 Increase EMPLOYEE TITLE FTE Salaries Salaries (Decrease) Facilities Maintenance Supervisor 0.25 $ 24,862 $ 25,608 $ 746 Facilities Maintenance Worker 1.50 98,887 105,045 6,158 Facilities Maintenance Worker, Lead 0.15 15,677 16,953 1,276 Facilities Maintenance Worker, Senior 0.15 13,666 14,075 409 Public Works Superintendent - 23,065 - (23,065) Overtime 1,500 1,500 Payout (vacation and sick excess hours) - - Stand-by - DEPARTMENT TOTALS 2.05 $ 177,657 $ 163,181 $ (14,476) DEPARTMENT: 011.1048 CITY HOUSING CITY OF VERNON Fund 011 Department 1048 - General Fund City Housing Department Budget Detail 2019-2020 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 431000 Rents 290,520 290,520 (290,520) 290,520 461100 Fines and Penalties 500 500 (500) 500 466900 Miscellaneous Revenues - - - - 670010 Sale of Capital Asset - - - TOTAL REVENUES 291,020 291,020 (291,020) 291,020 EXPENSES: SALARIES 501010 Salaries - Regular 169,127 154,341 (14,786) (169,127) 154,341 501012 Salaries - Premiums 7,030 7,340 310 (7,030) 7,340 501020 Salaries - O.T. 1,500 1,500 - (1,500) 1,500 177,657 163,181 (14,476) (177,657) 163,181 BENEFITS 502020 Retirement 41,925 48,478 6,553 (41,925) 48,478 502030 Group Insurance Premiums 49,478 43,184 (6,294) (49,478) 43,184 502060 Medicare 2,576 2,366 (210) (2,576) 2,366 93,979 94,028 49 (93,979) 94,028 SUPPLIES/SERVICES 520000 Supplies 27,000 27,000 (27,000) 27,000 530015 Real Estate Taxes 11,000 11,000 (11,000) 11,000 550000 Advertisement/Promotion 2,000 2,000 (2,000) 2,000 560000 Utilities 10,800 10,800 (10,800) 10,800 570000 Vehicle Expense 2,400 2,400 (2,400) 2,400 590000 Repair & Maintenance 50,600 50,600 (50,600) 50,600 596200 Professional Services - Other 30,400 30,400 (30,400) 30,400 134,200 134,200 (134,200) 134,200 TOTAL EXPENSES 405,836 391,409 (14,427) (405,836) 391,409 CAPITAL 469300 Capital Reserve - - - 900000 Capital Outlay 370,000 205,000 (165,000) (370,000) 205,000 TOTAL CAPITAL 370,000 205,000 (165,000) (370,000) 205,000 2 of 5 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1048 - CITY HOUSING 2019-2020 Account No. 520000 - Supplies Detailed FY2020 FY2021 Name Description Budget Budget 1 HOME DEPOT CREDIT SERVICES General Supplies 15,000 15,000 2 ALL OTHER SUPPLIERS Miscellaneous Supplies 10,250 10,250 3 CURRENT WHOLESALE CORP General Supplies 750 750 4 PLUMBING & INDUSTRIAL SUPPLY General Supplies 500 500 CORP 5 CITY WAREHOUSE Inventory Consumption 500 500 27,000 27,000 Account No. 530015 - Real Estate Taxes Name 1 LOS ANGELES COUNTY TAX 2 LOS ANGELES COUNTY TAX Account No. 550000 Advertisement/Promotion Name 1 PROFESSIONAL PUBLICATIONS 2 PLANET BIDS Account No. 560000 - Utilities Name 1 UTILITIES - INTERNAL FUND 2 COUNTY SANITATION DISTRICTS 3 THE GAS COMPANY 4 SOUTHERN CALIFORNIA EDISON Detailed FY2020 FY2021 Description Budget Budget 2 properties in Huntington Park - - Possessory Interest Taxes 11,000 11,000 11,000 11,000 Detailed FY2020 FY2021 Description Budget Budget Quarterly rental notifications 1,000 1,000 Publishings for Municipalities 1,000 1,000 2,000 2,000 Detailed FY2020 FY2021 Description Budget Budget Utilities 5,300 5,300 Sewer Utilities 4,450 4,450 Utilities 900 900 Utilities 150 150 10,800 10,800 3of5 Account No. 570000 - Vehicle Expense Name 1 CITY FUEL PUMPS 2 CITY GARAGE Account No. 590000 - Repairs & Maintenance CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1048 - CITY HOUSING 2019-2020 Detailed FY2020 FY2021 Description Budget Budget Gas Usage 1,200 1,200 Garage Work Orders 1,200 1,200 2,400 2,400 Detailed FY2020 FY2021 Name Description Budget Budget 1 DEWEY PEST CONTROL Maintenance 3,600 3,600 2 CITY WAREHOUSE Inventory Consumption 1,000 1,000 3 VARIOUS VENDORS PER CITY Repairs & Maintenance 46,000 46,000 PROCUREMENT REQUIREMENTS 50,600 50,600 Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 STIPENDS FOR COMMISSIONERS Professional services 2,400 2,400 2 MARIPOSA LANDSCAPING Landscape Architectural Services 7,000 7,000 3 HAUL -AWAY RUBBISH Professional services 1,000 1,000 5 RUTAN & TUCKER Legal services 10,000 10,000 6 VARIOUS CONSULTANTS PER Building Condition Assessment 10,000 10,000 CITY PROCUREMENT REQUIREMENTS 30,400 30,400 4of5 Account No. 900000 - Capital Expenditures Name 1 Remodel PROJECT TO BE BID 2 VARIOUS CONSULTANTS PER CITY PROCUREMENT REQUIREMENTS TBD 3 Pickup Truck 4 Water Softener CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1048 - CITY HOUSING 2019-2020 Detailed FY2020 FY2021 Description Budget Budget Remodeling one home 150,000 100,000 Concrete Work at Furlong 150,000 City Housing (Various Improvements) 50,000 50,000 Paint stairs and balcony of 50th St. apartments 3/4 ton extended cab w/ boxes and racks Softener for the 50th street apartments 20,000 55,000 370,000 205,000 5 of 5 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1049 CITY BUILDINGS A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) REVENUES: $ 238,400 $ - $ 238,400 $ - $ (238,400) $ 238,400 EXPENSES: SALARIES $ 416,338 $ $ 395,950 $ (20,388) $ (416,338) $ 395,950 BENEFITS 192,360 191,492 (868) (192,360) 191,492 SUPPLIES/SERVICES 773,050 876,970 103,920 (773,050) 876,970 TOTAL EXPENSES $ 1,381,748 $ $ 1,464,412 $ 82,664 $ (1,381,748) $ 1,464,412 CAPITAL 689,000 1,150,000 461,000 (689,000) 1,150,000 Increase EMPLOYEE TITLE FTE Salaries Salaries (Decrease) Facilities Maintenance Supervisor 0.65 $ 64,642 $ 66,581 $ 1,939 Facilities Maintenance Worker 1.50 98,887 105,045 6,158 Facilities Maintenance Worker, Lead 0.85 88,839 96,065 7,226 Facilities Maintenance Worker, Senio 0.85 77,441 79,759 2,318 Public Works Superintendent - 23,065 - (23,065) Warehouse Worker, Senior 12,371 - (12,371) Overtime 15,000 15,000 Payout (vacation and sick excess hours) 2,593 - (2,593) Stand-by 33,500 33,500 DEPARTMENT TOTALS 3.85 $ 416,338 $ 395,950 $ (20,388) CITY OF VERNON Fund 011 Department 1049 - General Fund City Buildings Department Budget Detail 2020-2021 DEPARTMENT: 011.1049 CITY BUILDINGS A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 431000 Rents 238,400 238,400 (238,400) 238,400 Moved from 1004 - Union Ice & Austin Trucking. 238,400 238,400 (238,400) 238,400 EXPENSES: SALARIES 501010 Salaries - Regular 328,224 310,758 (17,466) (328,224) 310,758 501012 Salaries - Premiums 73,114 70,192 (2,922) (73,114) 70,192 501020 Salaries - Overtime 15,000 15,000 - (15,000) 15,000 416,338 395,950 (20,388) (416,338) 395,950 BENEFITS 502020 Retirement 84,673 103,422 18,749 (84,673) 103,422 502030 Group Insurance Premiums 101,650 82,329 (19,321) (101,650) 82,329 502060 Medicare 6,037 5,741 (296) (6,037) 5,741 192,360 191,492 (868) (192,360) 191,492 SUPPLIES/SERVICES 520000 Supplies 134,500 134,500 (134,500) 134,500 540000 Uniforms 1,500 1,500 (1,500) 1,500 560000 Utilities 325,000 325,000 (325,000) 325,000 570000 Vehicle Expense 19,000 19,000 (19,000) 19,000 590000 Repair & Maintenance 270,750 374,670 103,920 (270,750) 374,670 596200 Professional Services - Other 20,000 20,000 - (20,000) 20,000 596600 Books & Publications 300 300 (300) 300 596700 Training 2,000 2,000 - (2,000) 2,000 773,050 876,970 103,920 (773,050) 876,970 TOTAL EXPENSES 1,381,748 1,464,412 82,664 (1,381,748) 1,464,412 CAPITAL 900000 Capital Outlays 689,000 1,150,000 461,000 (689,000) 1,150,000 689,000 1,150,000 461,000 (689,000) 1,150,000 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1049 - CITY BUILDINGS 2020-2021 Account No. 520000 - Supplies Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY WAREHOUSE Inventory Consumption 25,000 25,000 2 ALL OTHER SUPPLIERS Supplies 29,800 29,800 3 QUENCH Supplies 10,000 10,000 4 HOME DEPOT Supplies 20,000 20,000 5 PLUMBING & INDUSTRIAL SUPPLY Supplies 13,000 13,000 6 CURRENT WHOLESALE ELECTRIC Supplies 16,000 16,000 7 AAA ELECTRIC MOTOR SALES Supplies 7,000 7,000 8 REFRIGERATION SUPPLIES DIST. Supplies 3,000 3,000 9 GRAINGER CO. Supplies 5,000 5,000 10 ICE MACHINE SALES & SERVICE CO. Supplies 3,000 3,000 11 ORANGE COAST PETROLEUM Supplies 1,500 1,500 12 L.B. JOHNSON HARD CO. Supplies 1,200 1,200 134,500 134,500 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 SPECIALTY APPAREL Uniforms 1,500 1,500 1,500 1,500 Account No. 560000 - Utilities Detailed FY2020 FY2021 Name Description Budget Budget 1 VPU Interdepartmental Utilities 312,000 312,000 2 THE GAS COMPANY Utilities 13,000 13,000 325,000 325,000 Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY GARAGE Garage Work Orders 14,500 14,500 2 CITY FUEL PUMPS Gas Usage 4,500 4,500 19,000 19,000 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1049 - CITY BUILDINGS 2020-2021 Account No. 590000 - Repairs & Maintenance Name 1 PRIORITY 2 EMERGENCY REPAIRS 3 MARIPOSA LANDSCAPING 4 PROFESSIONAL HEATING & AIR 5 ALL OTHER VENDORS 6 FLEMING ENVIRONMENTAL, INC., 7 SIMPLEX-GRINNELL 8 FACILITIES PROTECTION SYSTEMS 9 DEWEY PEST CONTROL 10 CHEM PRO LAB INC. 11 THYSSENKRUPP ELEVATOR 12 SCOTT CAMPBELL CO. 13 WON DOOR CORPORATION Account No. 596200 - Professional Services Other Detailed Description FY2020 Budget FY2021 Budget Janitorial services 115,000 218,920 Repairs and maintenance 45,000 45,000 Grounds maintenance service 40,000 40,000 Repairs and maintenance 35,000 35,000 Repairs and maintenance 9,000 9,000 Repairs and maintenance 10,000 10,000 Repairs and maintenance 6,000 6,000 Repairs and maintenance 4,000 4,000 Pest control 2,750 2,750 Repairs and maintenance 1,000 1,000 Repairs and maintenance 1,000 1,000 Repairs and maintenance 1,000 1,000 Repairs and maintenance 1,000 1,000 270,750 374,670 Detailed FY2020 FY2021 Name Description Budget Budget 1 TO BE BID Other professional services as required 8,500 8,500 2 HAUL -AWAY RUBBISH CO., INC. Solid waste hauling 8,000 8,000 3 SOUTH COAST A.Q.M.D. Registration & emission fees 2,000 2,000 4 EXPRESS OIL CO. Removal of Used Oil, Fuel, Antifreeze & Waste 1,500 1,500 20,000 20,000 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 1 PROFESSIONAL PUBLICATIONS Publications and books 300 300 300 300 Account No. 596700 - Traini Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY DEPARTMENT PERSONNEL Training 2,000 2,000 2,000 2,000 CITY OF VERNON FUND 011 - GENERAL FUND DEPARTMENT 1049 - CITY BUILDINGS 2020-2021 Account No. 900000 - Capital Outlay Name 1 Project 2 Project 3 Project 4 Project 5 Project 6 Project 7 Project 8 Project 9 Project 10 Project 11 Project 12 Project 13 Conference Room 2 14 Lobby, Hallway - Finanance/City Clerk 15 Public Works Office Remodel 16 Public Works Yard 17 New EOC 18 OE Clark 19 Project 20 Project 21 Project 22 Project 23 Project 24 Project 25 Project 26 Project 27 Project 28 Project 29 Project 30 Project 31 Project 32 Project 33 Project 34 Equipment - Auto 35 Equipment - Auto 36 Equipment - Auto Detailed FY2020 FY2021 Description Budget Budget Fire St 76 single occupant restrooms - - Fire St 76 B/C Dorm Rescue Window - - Fire St 76 Concrete Floor - - Fire St 76 Duct Cleaning - - Fire St 76 Landscaping - - Fire St 78 single occupant restrooms - - Fire St 78 Panel Replacement/Extractor - - Fire St 78 Captains bathroom - - Fire St 79 Asphalt Replacement - - Fire St 79 Fence Replacement - - Fire St 79 Equipment Shed - - Misc Fire Station Upgrades for Transfer $1,150,000 Remodel including new furniture - Remodel including new furniture - Conference Room/ Furniture / Cubicles - Break Room Aircondirin replacement - Small Garage in City Yard - Abatement / Repairs - City Hall Energy Management System 150,000 PW Garage Restrooms 10,000 City Hall AC unit 175,000 City Hall - Switch Gear Replacement 80,000 PD Basement and 1 st floor Carpet 60,000 City Hall - deck seal/repair parking structure 100,000 - Ventilation System in Locker Room - - City Hall Duct Cleaning - - City Hall - East Roof General Maintenance - - Warehouse Ventilation System - - PW, Fire and Health - Recarpetting 74,000 New Boiler - City Hall East Wing - - Repair City Yard Roof Offices and Garage - - Roofing of 2323 Vernon (Petrelli) - - City Hall Chiller - - Small Street Sweeper 40,000 - 1 F-150 Crew Cab w/ Single Tool Box - - 1 F-250 Utility Body w/ Ladder Rack Oxford - - White 689,000 1,150,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 057.1057 FIBER OPTICS A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 673,084 $ - $ 731,837 $ (283,220) $ (673,084) $ 700,000 EXPENSES: SALARIES $ 68,097 $ $ 72,238 $ 87,889 $ (68,097) $ 72,238 BENEFITS 30,801 35,413 4,612 (30,801) 35,413 SUPPLIES/SERVICES 324,186 324,186 - (324,186) 324,186 TOTAL EXPENSES $ 423,084 $ $ 431,837 $ 92,501 $ (423,084) $ 431,837 CAPITAL 250,000 300,000 50,000 (250,000) 300,000 EMPLOYEE TITLE FTE Salaries Budget Salaries Budget Increase (Decrease) Computer Aided Drafting Technician - $ 14,038 $ - $ (14,038) Electric Engineering Technician 0.20 - 16,052 16,052 Utilities Engineering Manager 0.30 53,059 55,186 2,127 Overtime 1,000 1,000 - Payout (vacation and sick excess hours) - - Stand-by - DEPARTMENT TOTALS 0.50 $ 68,097 $ - $ 72,238 $ 4,141 CITY OF VERNON Fund 057 Department 1057 - Fiber Optic Fund Fiber Optics Department Budget Detail 2020-2021 DEPARTMENT: 057.1057 FIBER OPTICS A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES 450050 Internet Access Services 645,000 400,000 (245,000) (645,000) 400,000 450051 Dark Fiber Revenue 215,000 95,000 (120,000) (215,000) 95,000 450060 Internet Access Services - Gov't Rate 43,400 25,000 (18,400) (43,400) 25,000 Internal internet services 450061 Dark Fiber Revenue - Gov't Rate 59,820 80,000 20,180 (59,820) 80,000 Inter Dark Fiber services Miscellaneous Revenues 20,000 100,000 80,000 (20,000) 100,000 Customer connection aid in construction and SCADA water 466900 work 469300 Reserve Applied (310,136) 31,837 310,136 TOTAL REVENUES 673,084 731,837 (283,220) (673,084) 700,000 SALARIES Salaries - Regular 67,057 71,238 86,672 (67,057) 71,238 Initial Budget cost of living and merit increase has not been 501010 proposed. Staff allocation (Manager from 20 to 30%) Salaries - Premiums 40 - - (40) - Union change in standby pay rotation through crew, USOP, 501012 vacation & sick excess payout. 501020 Salaries - O.T. 1,000 1,000 1,217 (1,000) 1,000 Weekend service turn ups and equipment replacement on off TOTAL SALARIES 68,097 72,238 87,889 (68,097) 72,238 BENEFITS 502020 Retirement 19,203 22,354 3,151 (19,203) 22,354 502030 Insurance Premiums - Medical 10,611 12,012 1,401 (10,611) 12,012 502060 FICA Taxes 987 1,047 60 (987) 1,047 TOTAL BENEFITS 30,801 35,413 4,612 (30,801) 35,413 SUPPLIES/SERVICES Transport Services - Telecommunication 135,000 135,000 - (135,000) 135,000 Additional charges for technical support will not been invoiced 500173 for this year. Supplies 36,500 36,500 (36,500) 36,500 Existing inventory has been used and depleted, orders will be 520000 placed prior to end of fiscal year 520010 Supplies - IT 9,000 9,000 (9,000) 9,000 530030 Bad Debt Expense 1,000 1,000 (1,000) 1,000 550000 Advertisement/Promotion 5,000 5,000 (5,000) 5,000 570000 Vehicle Expense 500 500 (500) 500 Pool car 590000 Repairs & Maintenance 1,500 1,500 (1,500) 1,500 Professional Services - Other 119,000 119,000 (119,000) 119,000 Technical support has not been released to Fujitsu for 596200 invoicing 596500 Travel 3,000 3,000 (3,000) 3,000 596550 Membership Dues 5,500 5,500 (5,500) 5,500 596600 Books & Publications - - - 2 of 7 CITY OF VERNON Fund 057 Department 1057 - Fiber Optic Fund Fiber Optics Department Budget Detail 2020-2021 DEPARTMENT: 057.1057 FIBER OPTICS A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 596700 Employee Development & Training 7,000 7,000 (7,000) 7,000 Required staff training for new equipment/technology. 596706 VPU Credit Program 1,186 1,186 (1,186) 1,186 Passage of Measure R. TOTAL SUPPLIES/SERVICE 324,186 324,186 - (324,186) 324,186 TOTAL EXPENDITURES 423,084 431,837 92,501 (423,084) 431,837 CAPITAL 860000 IT Equipment & Software 20,000 20,000 - (20,000) 20,000 900000 Capital Outlay 230,000 280,000 50,000 (230,000) 280,000 Scheduled capital work TOTAL CAPITAL 250,000 300,000 50,000 (250,000) 300,000 3 of 7 CITY OF VERNON FUND 057 - FIBER OPTICS DEPARTMENT 1057 - FIBER OPTICS SUPPLIES & SERVICES 2020-2021 Account No. 500173 - Transportation Services Telecommunication Detailed Name Description FY2020 Budget FY2021 Budget 1 Level 3/Centurylink Transportation charges 75,000 75,000 2 Broadband Transportation charges 60,000 60,000 135,000 135,000 Account No. 520000 - Supplies Detailed FY2020 FY2021 Name Description Budget Budget 1 Home Depot Miscellaneous parts for construction 1,500 1,500 2 CSC Splice enclosures, patch panels 20,000 20,000 3 Graybar & CDW Fiber cables, patch cords 15,000 15,000 36,500 36,500 Account No. 520010 - Supplies -IT Detailed FY2020 FY2021 Name Description Budget Budget New network monitoring workstation - 1 To be bid - Procurement Process tablet 2,000 2,000 2 Fiber Mac Fiber Network Management Software 5,000 5,000 3 GIS Management 2,000 2,000 9,000 9,000 Account No. 530030 - Bad Debt Expenses Detailed FY2020 FY2021 Name Description Budget Budget 1 As requried by Financial Audit Report Account No. 550000 - Advertisement & Promotion Bad Debt Collection 1,000 1,000 1,000 1,000 Detailed FY2020 FY2021 Name Description Budget Budget Advertising and promotional materials 1 To be bid - Procurement Process such as flyers and mail inserts 5,000 5,000 5,000 5,000 4 of 7 CITY OF VERNON FUND 057 - FIBER OPTICS DEPARTMENT 1057 - FIBER OPTICS SUPPLIES & SERVICES 2020-2021 Account No. 570000 - Vehicle Detailed FY2020 FY2021 Name Description Budget Budget 1 Vehicle Truck 1044 Operating Expenses 500 500 500 500 Account No. 590000 - Repairs & Maintenance Detailed FY2020 FY2021 Name Description Budget Budget 1 City Hall & Fire Sta. UPS Systems repairs and maintenance 1,500 1,500 1,500 1,500 Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 NOC System Network Operations 115,000 125,000 2 Emergency Restorations and Maintenance Annual Maintenance Contract 35,000 40,000 3 ISP Consultant Services 5,000 10,000 5 FUJITSU ISP Server Farm Maintenance Services 5,000 10,000 160,000 185,000 Account No. 596500 - Travel FY2020 FY2021 Name Location Budget Budget 1 City Employee Visiting Fujistsu central office in Texas 3,000 3,000 3,000 3,000 Account No. 596550 - Membership Dues Detailed FY2020 FY2021 Name Description Budget Budget 1 Telecom Annual membership dues 500 500 2 American Registry of Internet Numbering (ARIN) Annual membership dues 5,000 5,000 5,500 5,500 5of7 CITY OF VERNON FUND 057 - FIBER OPTICS DEPARTMENT 1057 - FIBER OPTICS SUPPLIES & SERVICES 2020-2021 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 1 ITU, McGraw Hill, etc Account No. 596700 - Type 1 Network Training 2 ISP Training 3 Compliance Subscription Dues Fujitsu Network ISP Services Regulatory Event Name FY2020 FY2021 Budget Budget 3,000 3,000 3,000 3,000 1,000 1,000 7,000 7,000 6 of 7 CITY OF VERNON FUND 057 - FIBER OPTICS DEPARTMENT 1057 - FIBER OPTICS Capital 2020-2021 DEPARTMENT: 057.1057 FIBER OPTICS Detailed FY2020 FY2021 Account No. Name Description Budget Budget 1 860000 Smartnet Warranties on Software and Firmware purchased through Cisco 20,000 20,000 $ 20,000 $ 20,000 1 900000 Contract Services Customer Connection to Internet Via Fiber Optic Extensions 50,000 100,000 2 900000 CPE CPE for Customer Sites 20,000 40,000 3 900000 ISP ISP Cisco Core Switch Hardware Replacement 75,000 5,000 4 900000 Backbone Expansion Fiber Optic Backbone Expansions for City Use 100,000 100,000 5 900000 WIFI Network WIFI Deployment Network Elements 30,000 5,000 6 900000 Contract Services Internet Service Provider System Enhancement 5,000 30,000 $ 280,000 $ 280,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1060 HEALTH A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 2,949,000 $ 2,884,000 $ 2,441,500 $ (507,500) $ (65,000) $ (442,500) SALARIES $ 540,226 $ 540,226 $ 769,208 $ 228,982 $ (940) $ 229,922 BENEFITS 255,017 255,017 380,367 125,350 - 125,350 SUPPLIES/SERVICES 612,094 486,180 341,200 (270,894) (125,914) (144,980) CAPITAL 11,000 - - (11,000) (11,000) - TOTAL EXPENDITURES $ 1,418,337 $ 1,281,423 $ 1,490,775 $ 72,437 $ (137,854) $ 210,292 Salaries Salaries Increase EMPLOYEE TITLE FTE Proposed Proposed (Decrease) Director of Health and Environmental Control 1.00 $ 219,776 $ 239,576 $ 19,800 Environmental Health Intern (3) 0.30 9,000 9,000 - Environmental Health Program Administrator 1.00 143,376 156,139 12,763 Environmental Health Specialist 3.00 110,235 245,781 135,546 Environmental Health Technician 2.00 54,839 115,712 60,873 Payout (vacation and sick excess hours) 2,000.00 2,000 Overtime 1,000.00 1,000 DEPARTMENT TOTALS 7.30 $ 540,226 $ 769,208 $ 228,982 CITY OF VERNON Fund 011 Department 1060 - General Fund Health Department Budget Detail 2020-2021 DEPARTMENT: 011.1060 HEALTH A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 401205 Stonmwater- Measure W-SCWP $ - $ - $ 200,000 $ 200,000 $ - $ 200,000 Remainder in Dept. 1043 410100 Business License Fees 500,000 500,000 - (500,000) - (500,000) Moved to Finance Dept. 410240 Public Health Permit Fees 1,100,000 325,000 325,000 (775,000) (775,000) - Separated CUPA permits 410250 Public Health Permit Late Fees 12,000 - 3,000 (9,000) (12,000) 3,000 410260 CUPA Permit Fees - 775,000 600,000 600,000 775,000 (175,000) 410265 CUPA Permit Late Fees - - 6,000 6,000 - 6,000 410310 Solid Waste Franchise Fees 1,200,000 1,200,000 1,200,000 - - - 410320 Solid Waste Franchise Late Fees 12,000 - 5,000 (7,000) (12,000) 5,000 410400 CUPA Closure Review Fees 5,000 2,000 2,500 (2,500) (3,000) 500 410410 Health Plan Check Review Fees 100,000 20,000 20,000 (80,000) (80,000) - 410416 CUPA Plan Check Review Fees - 5,000 5,000 5,000 5,000 - Separated CUPA plan check 410420 CaIARP Review Fees - 7,000 5,000 5,000 7,000 (2,000) 3060 440100 Grant Revenues 20,000 25,000 25,000 5,000 5,000 - 461100 Fines and Penalties - - - - - - 461300 Free Sales Certificate Fees - 25,000 25,000 25,000 25,000 - 466700 Backflow Prevention Device Fees - - 20,000 20,000 - 20,000 466800 Donation Revenues - - - - - - 466900 Miscellaneous Revenues TOTAL REVENUES $ 2,949,000 $2,884,000 $ 2,441,500 $ (507,500) $ (65,000) $ (442,500) SALARIES: 501010 Salaries - Regular $ 527,626 $ 527,686 $ 755,108 $ 227,482 $ 60 $ 227,422 501012Salaries -Premiums 11,600 11,600 13,100 1,500 - 1,500 501020 Salaries -O.T. 1,000 1,000 (1,000) 1,000 540,226 539,286 769,208 228,982 (940) 229,922 BENEFITS: 502020 Retirement 148,519 148,519 224,135 75,616 - 75,616 502030 Insurance Premiums - Medical 92,665 92,665 139,078 46,413 - 46,413 502060 FICA Taxes 7,833 7,833 11,154 3,321 3,321 502070 Unemployment 6,000 6,000 6,000 - - 502080 Claims Expenditure - Worker's Comp 255,017 255,017 380,367 125,350 125,350 SUPPLIES/SERVICES: 503035 Insurance Premiums - Property/Crime 44,680 44,680 - (44,680) - (44,680) 520000 Supplies 12,760 10,000 21,000 8,240 (2,760) 11,000 560000 Utilities 11,730 10,000 10,000 (1,730) (1,730) - 570000 Vehicle Expense 3,000 5,000 5,000 2,000 2,000 - 590000 Repairs & Maintenance 1,224 - 500 (724) (1,224) 500 595200 Professional Services -Technical 493,700 400,000 278,700 (215,000) (93,700) (121,300) 596500 Travel 20,000 5,000 10,000 (10,000) (15,000) 5,000 596550 Membership Dues 11,500 11,500 5,000 (6,500) - (6,500) 596600 Books & Publications 1,000 - 1,000 - (1,000) 1,000 596700 Employee Development & Training 12,500 10,000 (2,500) (12,500) 10,000 612,094 486,180 341,200 (270,894) (125,914) (144,980) CAPITAL 900000 Capital Outlay 11,000 (11,000) (11,000) 11,000 (11,000) (11,000) TOTAL EXPENDITURES $ 1,418,337 $1,280,483 $ 1,490,775 $ 72,437 $ (137,854) $ 210,292 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1060 - HEALTH 2020-2021 Account No. 503035 - Insurance Premiums Name 1 AON Risk Insurance Services Account No. 520000 - Supplies Name 1 Various Suppliers Per Procurement Requirement 2 To Be Determined Account No. 560000 - Utilities Detailed FY2020 FY2021 Description Budget Budget Commercial Property & Environmental Pollution 44,680 Site Detailed Description Department Supplies, Water Analysis, Printing, Business Cards, Health Permit Forms, Stationery, Office Supplies, Mailing Services and Reproduction Services. Laboratory Fees, Office Supplies, Laboratory Supplies, Field Supplies, Hazardous Waste Fees. Equipment 44,680 - FY2020 FY2021 Budget Budget 12,760 10,000 - 11,000 12,760 21,000 Detailed FY2020 FY2021 Name Description Budget Budget 1 City of Vernon Interdepartment Utilities 11,730 11,730 11,730 11,730 Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 City Fuel Pump and Repairs Vehicle Expenses, Vehicle Fuel, Maintenance and 3,000 5,000 Car Wash 2 Vehicle Replacement - - 3,000 5,000 3of6 Account No. 590000 - Name CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1060 - HEALTH 2020-2021 rs & Maintenance 1 Various Service Providers Per Procurement Requirement Detailed FY2020 FY2021 Description Budget Budget Computer Equipment Repair, Office Maintenance, 1,224 500 Servicing of Laboratory Equipment, Battery Replacement 1,224 500 Account No. 595200 - Professional Services - Technical Detailed FY2020 FY2021 Name Description Budget Budget AristaTek, Inc. Software for HAZMAT and CBRNE Professionals - 3,500 DTSC Volunatry Clean Up Agreement - 100,000 Daily Journal Corporation RMP Publication Services - 1,200 GLACVCD Vector Control Services - 20,000 IEA Environmental Outreach and Education Services - 50,000 PIC Volunatry Clean Up Agreement Sub Contract - 30,000 SEAACA Animal Control Services - 24,000 Tetra Tech Voluntary Clean Up Agreement Sub Contract - 20,000 Syncta Backflow Device Testing Data Management - 10,000 Other Potential Matters - 20,000 - 278,700 Account No. 596500 - Travel Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Employees Trainings, Conferences, Meetings 20,000 10,000 20,000 10,000 4of6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1060 - HEALTH 2020-2021 Account No. 596550 - Membership Dues Detailed FY2020 FY2021 Name Description Budget Budget 1 Departmental Employees Various Memberships and Dues (SWANA, Air & 11,500 11,500 Waste, Recycling Market Dev. Zone, California Product Stewardship Council, and Other) 11,500 11,500 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Professional Publications Professional Publications and Subscriptions 1,000 1,000 1,000 1,000 Account No. 596700 - Training Name Departmental Employees Detailed FY2020 FY2021 Description Budget Budget Professional and Technical Training 12,500 10,000 12,500 10,000 Account No. 440100 - State Grant Funded Cal Detailed FY2020 FY2021 Type Description Budget Budget Household Hazardous Waste Grant Use Oil Grant Program 5,000 5,000 5,000 5,000 Account No. 440100 - State Grant Funded Cal Recycle Detailed FY2020 FY2021 Name Description Budget Budget Local Enforcement Agency Grants Beverage Bottle Recycling 5,000 5,000 5,000 5,000 5 of 6 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1060 - HEALTH 2020-2021 Account No. 440100 - State Grant Funded Cal Name Local Enforcement Agency Grants Detailed FY2020 FY2021 Description Budget Budget Solid Waste Program 15,532 15,532 15,532 15,532 Account No. 900000 - Capital Outlay Regular Detailed FY2020 FY2021 Name Description Budget Budget 1 To Be Determined Equipment 11,000 - 11.000 - 6of6 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.1070 COMMUNITY DEVELOPMENT A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SUPPLIES/SERVICES $ 500,000 $ - $ 500,000 $ - $ (500,000) $ 500,000 TOTAL EXPENSES $ 500,000 $ - $ 500,000 $ - $ (500,000) $ 500,000 CITY OF VERNON Fund 011 Department 1070 - General Fund - Community Development Department Budget Detail 2020-2021 DEPARTMENT: 011.1070 COMMUNITY DEVELOPMENT A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments EXPENSES: SUPPLIES/SERVICES 797000 Community Development $ 350,000 $ - $ 217,081 $ (132,919) $ (350,000) $ 217,081 550000 AdvertisemenUPromotion 50,000 - 93,400 43,400 (50,000) 93,400 596200 Professional Services Other 100,000 189,519 89,519 (100,000) 189,519 500,000 500,000 (500,000) 500,000 TOTAL EXPENSES $ 500,000 $ - $ 500,000 $ - $ (500,000) $ 500,000 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 1070 - COMMUNITY DEVELOPMENT 2020-2021 Account No. 797000 - Community Development Name Detailed Description 1 Community Development Projects Aligned with community interests 2 Lease/Rent for Community Space(s) For hosting programs in City 3 Vernon Elementary School Partnership Periodic donations 4 Resident Programs Periodic donations/progams to promote wellness (e.g. home water filters, energy saving light bulbs, air purifiers) 5 Promotional Opportunities Contract to increase promotional opportunities for the City Account No. 550000 - AdvertisemenUPromotion 1 Vernon Community Outreach 2 VARIOUS VENDORS - FOLLOWING PURCHASING REQUIREMENT 3 Professional Printing/Marketing Materials 4 Miscellaneous Sponsorship/ Event Attendance 5 Community Partner Sponsorships 6 Rio Hondo Rotary Partnership 7 Pink Patch Project Account No. 596200 - Professional Services Other 1 YMCA 2 ALL CITY MANAGEMENT FY2020 FY2021 Budget Budget $ 350,000 $ - $ 6,000 $ 2,000 $ 5,000 204,081 $ 350,000 $ 217,081 Detailed FY2020 FY2021 Description Budget Budget City hosted events for the community (e.g. seasonal $ 25,000 $ 37,500 outreach, town hall meetings, business community engagement) Food and beverages purchases for community $ 8,000 outreach events including National Night Out, Coffee with a Cop, Business Watch, DARE, Patrol checkpoints and staff meetings. Activities and products related to community outreach, recruitment materials and recognition awards Promotional Materials/Collateral $ 2,000 $ 15,000 Miscellaneous sponsorships/support for organizations $ 25,000 $ 25,000 in Southeast region Holiday Fundraiser $ 500 PD promotion/outreach for Breast Cancer Awareness $ 5,400 $ 50,000 $ 93,400 Detailed FY2020 FY2021 Description Budget Budget Contracted Services for the provision of $ 100,000 $ 153,519 social/educational programs in Vernon and YMCA memberships for Vernon residents Crossing Guard Services (Adding 3rd Intersection) $ 36,000 $ 100,000 $ 189,519 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 020.1084 WATER A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) REVENUES $ 18,047,462 $ $ 8,941,767 $ (9,105,695) $ (18,047,462) $ 8,941,767 EXPENSES: SALARIES $ 1,511,156 $ $ 1,525,769 $ 14,613 $ (1,511,156) $ 1,525,769 BENEFITS 694,320 734,384 40,064 (694,320) 734,384 SUPPLIES/SERVICES 6,989,986 6,681,614 (308,372) (6,989,986) 6,681,614 TOTAL EXPENSES $ 9,195,462 $ $ 8,941,767 $ (253,695) $ (9,195,462) $ 8,941,767 CAPITAL REVENUES 7,376,685 7,376,685 7,376,685 EXPENDITURES 8,852,000 7,376,685 (1,475,315) (8,852,000) 7,376,685 EMPLOYEE TITLE FTE Salaries Salaries Increase (Decrease) Assistant Civil Engineer - Public Utilities 2.00 $ 176,301 $ 192,363 $ 16,062 Electric Operations Supervisor 0.05 30,248 8,760 (21,488) Electric Operator (5) 0.30 52,540 39,280 (13,260) Meter Reader 1.00 65,183 71,030 5,847 Meter Reader, Lead 1.00 89,888 93,424 3,536 Utilities Dispatcher (5) 0.75 107,650 114,977 7,327 Utilities Dispatcher, Senior 0.15 - 18,706 18,706 Utilities Operations Manager 0.15 25,266 27,593 2,327 Water Foreman - 125,589 - (125,589) Water Maintenance Worker 4.00 280,761 291,986 11,225 Water Maintenance Worker, Lead 1.00 - 80,258 80,258 Water Maintenance Worker, Senior 4.00 347,523 369,772 22,249 Water Superintendent 1.00 119,707 130,732 11,025 Overtime 63,000 63,000 - Payout (vacation and sick excess hours) 12,500 8,888 (3,612) Stand-by 15,000 15,000 DEPARTMENT TOTALS 15.40 $ 1,511,156 $ 1,525,769 $ 14,613 CITY OF VERNON Fund 020 Department 1084 - Water Fund Water Department Budget Detail 2020-2021 DEPARTMENT: 020.1084 WATER A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES 431000 Rents - 225,000 225,000 - 225,000 450040 Water Sales 8,341,994 9,528,177 1,186,183 (8,341,994) 9,528,177 Water - Recycled 180,000 510,000 330,000 (180,000) 510,000 1085 merged with 1084. 450110 Fire Service 44,000 51,600 7,600 (44,000) 51,600 Forecast 450121 Construction Revenue 5,000 239,000 234,000 (5,000) 239,000 Forecast 450122 Installation Charge 1,500 2,600 1,100 (1,500) 2,600 Forecast 450330 Damaged Property 750 - (750) (750) - Forecast 466600 Copies and Publications - - - 600105 Proceeds From Long -Term Debt 1,500,000 (1,500,000) (1,500,000) Revenue bond issuance for capital outlay 610110 Investment Income - 469300Reserve Applied 7,974,218 (1,614,610) (9,588,828) (7,974,218) (1,614,610) Bond Proceeds applied TOTAL REVENUES 18,047,462 8,941,767 (9,105,695) (18,047,462) 8,941,767 EXPENSES: SALARIES 501010Salaries -Regular 1,329,099 1,361,687 32,588 (1,329,099) 1,361,687 501012 Salaries - Premiums 119,057 101,082 (17,975) (119,057) 101,082 501020 Salaries - O.T. 63,000 63,000 - (63,000) 63,000 1,511,156 1,525,769 14,613 (1,511,156) 1,525,769 BENEFITS 502020 Retirement 429,985 455,416 25,431 (429,985) 455,416 502030 Insurance Premiums - Medical 242,423 256,844 14,421 (242,423) 256,844 502060 FICA Taxes 21,912 22,124 212 (21,912) 22,124 502080 Claims Expenditure - Worker's Comp - - - - 694,320 734,384 40,064 (694,320) 734,384 SUPPLIES/SERVICES 500110 Pumped Water Purchased Water 2,259,000 2,619,700 360,700 (2,259,000) 2,619,700 1,700,000 1,315,000 (385,000) (1,700,000) 1,315,000 500130 500140 Water Treatment 69,060 36,414 (32,646) (69,060) 36,414 520000 Supplies 186,825 196,166 9,341 (186,825) 196,166 530030 Bad Debt Expense 40,800 41,616 816 (40,800) 41,616 540000 Uniforms 10,000 10,200 200 (10,000) 10,200 550000 Advertisement/Promotion 6,400 5,700 (700) (6,400) 5,700 560000 Utilities 1,312,000 1,338,240 26,240 (1,312,000) 1,338,240 570000 Vehicle Expense 99,400 101,388 1,988 (99,400) 101,388 590000 Repairs & Maintenance 62,488 62,737 249 (62,488) 62,737 Increase in purchased water use due to aging facilities. Additional increase due to recycled rate increase (rate increase currently being disputed). 1085 merged with 1084. Forecast per audited financial report Increase due to actuals Reallocation to another account number CITY OF VERNON Fund 020 Department 1084 - Water Fund Water Department Budget Detail 2020-2021 DEPARTMENT: 020.1084 WATER A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 593200 Professional Services - Legal 25,000 25,500 500 (25,000) 25,500 Reduction due to actuals Professional Services - Technical 144,000 271,900 127,900 (144,000) 271,900 Increase in design needs due to aging facilities 595200 596200 Professional Services - Other 11,424 11,750 326 (11,424) 11,750 Reduction due to reallocation 596500 Travel 7,500 7,500 - (7,500) 7,500 596550 Membership Dues 16,354 23,573 7,219 (16,354) 23,573 596600 Books & Publications 1,000 1,000 - (1,000) 1,000 596700 Employee Development & Training 15,000 15,000 - (15,000) 15,000 Reduction due to actuals 596706 VPU Credit Program 437,235 - (437,235) (437,235) - Passage of Measure R 599800 General City Administrative Service Exp 586,500 598,230 11,730 (586,500) 598,230 1085 merged with 1084. 6,989,986 6,681,614 (308,372) (6,989,986) 6,681,614 TOTAL EXPENSES 9,195,462 8,941,767 (253,695) (9,195,462) 8,941,767 CAPITAL REVENUES 3084 440100 Grant Revenues - - - - 1084 600105 Bond Proceeds 7,376,685 7,376,685 7,376,685 7,376,685 7,376,685 7,376,685 CAPITAL EXPENDITURES 1084 840000 Capital Equipment - Auto 595,000 60,000 (535,000) (595,000) 60,000 Balance Budget 1084 850000 Capital Equipment - Nonauto - - - Balance Budget 3084 900000 Capital Outlay - State Funding - - - Time constraint in use of grant funds 1084 900000 Capital Outlay 8,257,000 7,316,685 (940,315) (8,257,000) 7,316,685 Balance Budget 8,852,000 7,376,685 (1,475,315) (8,852,000) 7,376,685 CITY OF VERNON FUND 020 - WATER FUND DEPARTMENT 1084 - WATER 2020-2021 1 Detailed FY2020 FY2021 Name Description Budget Budget 1 WATER REPLENISHMENT DISTRICT (WRD) Replenishment assessment 2,244,000 2,605,000 2 CENTRAL BASIN WATERMASTER - ADMIN BODY Watermaster Service 7,500 7,200 3 CENTRAL BASIN WATERMASTER -WATER RIGHTS PANEL Watermaster Service 7,500 7,500 2,259,000 2,619,700 Account No. 500130 -Purchased Water Detailed FY2020 FY2021 Name Description Budget Budget 1 CENTRAL BASIN MUNICIPAL WATER DISTRICT (CBMWD) -POTABLE Water purchase 1,000,000 800,000 2 CENTRAL BASIN MUNICIPAL WATER DISTRICT (CBMWD) -RECYCLED Water purchase 500,000 515,000 3 CBMWD DISPUTED RECYCLED RATE INCREASE Escrow account 200,000 1,700,000 1,315,000 Account No. 500140 - Water Treatment OPERATIONS Detailed FY2020 FY2021 Name Description Budget Budget 1 SODIUM HYPOCHLORITE Water Treatment - Chlorine 35,700 36,414 2 CENTRAL BASIN WATER ASSOCIATION Lab testing/Title 22 18,360 - 3 ANALYTICAL LAB Water sampling Weekly 15,000 69,060 36,4 44 Account No. 520000 - Supplies OPERATIONS Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY WAREHOUSE Inventory consumption 63,000 66,150 2 CATALINA PACIFIC CONCRETE Concrete 25,125 26,381 3 ROBERTSON CONRETE Concrete 5,250 5,513 4 VULCAN MATERIALS COMPANY Asphalt used in construction 21,000 22,050 5 HANSON AGGREGATE Gravel Sand and Rock 4,200 4,410 6 D'ANGELO COMPANY Water Parts and Hardware 10,500 11,025 7 HD SUPPLIES WATERWORKS Wate Parts and Hardware 4,725 4,961 8 HOME DEPOT CREDIT SERVICES Supplies used in daily operations and construction 8,400 8,820 9 LB JOHNSON HARDWARE Building Materials and Hardware 5,250 5,513 10 WHITE CAP CONSTRUCTION Building Materials and Hardware 4,200 4,410 11 PLUMBING AND INDUSTRIAL Plumbing Hareware and Supplies 13,650 14,333 12 McMASTER-CARR SUPPLIES CO. Building Materials, Hardware and Electrical Supplies 3,150 3,308 13 CURRENT WHOLESALE ELECTRIC Electrical Supplies 15,750 16,538 14 WALTER'S WHOLWSALE ELECTRIC Electrical Supplies 2,100 2,205 15 STAPES, OFFICEMAX, HOMEDEPOT, ETC. General Supplies 525 551 186,825 196,166 Account No. 530030 - Bad Debt Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 Required Budgeted Expense Bad Debt Expense - Per audited Financial Report 40,800 41,616 40,800 41,6 66 CITY OF VERNON FUND 020 - WATER FUND DEPARTMENT 1084 - WATER 2020-2021 Account No. 540000 - Uniforms OPERATIONS Detailed FY2020 FY2021 Name Description Budget Budget 1 To be bid Uniforms 10,000 10,200 10,000 10,200 Account No. 550000 - Advertisement/Promotion Detailed FY2020 FY2021 Name Description Budget Budget 1 CONSUMER CONFIDENCE REPORT CCR graphics, printing, and ,mailing 2,000 600 2 PLANET BIDS Web -based bidding platform 3,000 3,100 3 NEWSPAPER PUBLICATIONS Notices Inviting Bids 1,400 2,000 6,400 5,700 Account No. 560000 - Utilities Detailed FY2020 FY2021 Name Description Budget Budget 1 L&P Interdepartmental Utilities 1,300,000 1,326,000 2 FIBER OPTICS Interdepartmental Utilities 10,000 10,200 3 THE GAS COMPANY Utilities 2,000 2,040 1,312,000 1,338,240 Account No. 570000 - Vehicle Expense OPERATIONS Detailed FY2020 FY2021 Name Description Budget Budget 1 CITY GARAGE Garage Work Orders 75,000 76,500 2 CITY FUELING STATION Gas Usage 23,900 24,378 3 Car Wash Services to be bid Washing city vehicles 500 510 99,400 101,3 88 Account No. 590000 - Repairs & Maintenance NPIr OPERATIONS Detailed FY2020 FY2021 Name Description Budget Budget 1 CRAIG WELDING Welding Services 3,150 3,308 2 DALE'S TRANSPORT Trucking Wash 525 551 3 ECONOMY RENTALS Equipment and Tools 788 827 4 UNITED RENTAL NORTHWEST Equipment and Tools 525 551 5 ON -CALL MOTOR REPAIR Motor repair services 50,000 50,000 6 ON -CALL PUMP REPAIR & MAINT RFP TBD Pump repair services - - 7 PUMP CHECK Efficiency Testing 7,500 7,500 62,488 62,737 Account No. 593200 - Professional Services Legal IMW Detailed FY2020 FY2021 Name Description Budget Budget 1 UNFORESEEN LEGAL SERVICES Water Fund Specialized Legal Services 25,000 25,500 25,000 25,5 00 CITY OF VERNON FUND 020 - WATER FUND DEPARTMENT 1084 - WATER 2020-2021 Account No. 595200 - Professional Services - Technical Detailed FY2020 FY2021 Name Description Budget Budget 1 3-Yr Contract with RCS Hydrological Services 125,000 125,000 2 3rd Party Verfication Meter etc. 5,000 5,000 3 IGService Water Rate Study Update 14,000 - 4 Health Department Cross -Connection Survey - to be bid 100,000 5 CENTRAL BASIN WATER ASSOCIATION Lab testing/Title 22 26,900 6 ANALYTICAL LAB Water sampling Weekly 15,000 144,000 271,900 Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 SWRCB DIVISION OF DRINKING WATER Water system fees 5,100 7,500 2 SWRCB DEPARTMENT OF WATER RESOURCES System Permitting Fees 2,550 - 3 SCAQMD Emission & Registration Fees 2,142 2,200 4 UNDERGROUND SERVICE ALERT Dig alerts 1,530 2,000 5 BNSF RAILWAY COMPANY Rental lease 102 50 11,424 11,750 Account No. 596500 - Travel Detailed FY2020 FY2021 Name Description Budget Budget 1 City Employees Mileage, airfare, food, parking, lodging 7,500 7,500 7,500 7,500 Account No. 596550 - Membership Dues Detailed FY2020 FY2021 Name Description Budget Budget 1 Southeast Water Coalition (Downey) Membership 5,100 10,000 2 Central Basin Water Association Membership 8,500 4,000 3 California Municipal Utilities Association Membership 1,581 1,613 4 AWWA California Nevada Section Membership 714 135 5 Gateway Management Authority (GWMA) Membership 459 7,500 6 American Water Works Association Membership 459 325 16,813 23,573 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 1 PUBLICATIONS-AWWA, NGWA Training manuals, dvds, and books 1,000 1,000 1,000 1,000 Account No. 596700 - Training Detailed FY2020 FY2021 Name Description Budget Budget 1 AWWA, Fred Pryor, State Water Board Certifications, and other water training Training Classes, Workshops, Seminars, Conferences,and 15,000 15,000 organizations Certifications 15,000 15,000 CITY OF VERNON FUND 020 - WATER FUND DEPARTMENT 1084 - WATER 2020-2021 Account No. 596706 - VPU Credit Program Detailed FY2020 FY2021 Name Description Budget Budget 1 City of Vernon Measure R Credit 437,235 437,235 Account No. 599800 - Overhead Allocation Detailed FY2020 FY2021 Name Description Budget Budget 1 City of Vernon Overhead Allocation 586,500 598,230 586,500 598,230 Account No. 840000 - Capital Eauinment and Vehicles OPERATIONS Name Detailed Description FY2020 Budget FY2021 Budget 1 VEHICLE Light Utility Vehicle Meter Readers 30,000 2 VEHICLE Construction Truck 120,000 3 VEHICLE Boom Truck 260,000 4 PAX MIXER Pax Mixer for 10 mill Gallon Reservoir 70,000 5 RCS UNIT Auto Chorination 10 mil Gallon Reservoir 35,000 6 VEHICLE Dump Truck 80,000 - 7 VEHICLE Ford F-250 Utility Truck - 60,000 8 VEHICLE Administration Vehicle 595,000 60,000 Account No.900000 - Capital Outlay Name Detailed Description FY2020 Budget FY2021 Budget 1 PROJECT lWell 11 Pump and Motor 145,657 2 PROJECT Emergency Generator on Well 11 - 3 PROJECT Well 15 Rehabilitation - - 4 PROJECT Well 17 Rehabilitation 350,000 250,000 5 PROJECT Well 22 Drilling and Casing 2,050,000 - 6 PROJECT New Wells Drilling & Casing Construction Management 100,000 - 7 PROJECT New Wells Wellhead Engineering 80,000 135,000 8 PROJECT Operations Analysis and MasterPlan 142,000 131,685 9 PROJECT Reservoir condition assessments (6-1 MG) 14,900 - 10 PROJECT Upgrades for Reservior 1 (automation) 50,708 11 PROJECT PAX Mixers for Reservoir 1 (10 MG) 76,258 12 PROJECT Automatic Chlorination for Reservoir 1 (10 MG) 35,000 - 13 PROJECT Well 5 Destruction - 50,000 14 PROJECT Emergency Generator on Well 15 - 15 PROJECT Well 22 Wellhead Equipment 1,800,000 16 PROJECT Emergency Generator on Well 22 300,000 17 PROJECT Elevated Tank Upgrades (automation) 150,000 18 PROJECT Well 20 Rehabilitation 500,000 19 PROJECT Emergency Generator on Well 20 300,000 20 PROJECT Reservoir Demolition at Well 20 - 21 PROJECT PP1, PP2, PP3 Engineering Design 300,000 22 PROJECT Design & Construction Repairs for Reservoirs at PP3 1,000,000 23 PROJECT PP2 Reservoir Supply Redundancy 100,000 24 PROJECT PP1 Pump and Motor Rehabilitation - 25 PROJECT Emergency Generator on Pumping Plant 1 26 PROJECT PP3 Pump and Motor Rehabilitation 27 PROJECT PP2 Pump and Motor Rehabilitation 28 PROJECT Design & Construction Repairs for Reservoirs at PP2 29 PROJECT Loading Dock Demolition at OE Clark 30 PROJECT Well 23 Drilling and Casing 31 PROJECT Well 23 Wellhead Equipment CITY OF VERNON FUND 020 - WATER FUND DEPARTMENT 1084 - WATER 2020-2021 Account No.900000 - Capital Outlay - 32 PROJECT Emergency Generator on Well 23 33 PROJECT AMI Program 34 PROJECT Electrical Upgrades 35 PROJECT SCADA 36 PROJECT Main Replacement Program 37 PROJECT Packers/Exchange and Downey Rd Pipeline Extension 38 PROJECT Pump House 2 Refurbishment 39 PROJECT Fence Replacement PP2 & Well 19 40 PROJECT On-Callall Pump repair services Cont'd from previous page 100,000 100,000 500,000 500,000 250,000 100,000 - 1,000,000 600,000 600,000 4,494,523 7,316,685 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 14,638,215 $ $ 13,962,225 $ 52,650 $ (5,654,125) $ 6,287,216 EXPENSES: SALARIES $ 577,531 $ - $ 700,445 $ 122,914 $ (577,531) $ 700,445 BENEFITS 242,417 310,887 68,470 (242,417) 310,887 SUPPLIES/SERVICES 12,693,267 12,680,893 568,066 (12,693,267) 12,680,893 TOTAL EXPENSES $ 13,513,215 $ $ 13,692,225 $ 759,450 $ (13,513,215) $ 13,692,225 CAPITAL 1,125,000 270,000 (855,000) (1,125,000) 270,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Gas Systems Specialist 3.00 $ 253,284 $ 365,997 $ 112,713 Gas Systems Superintendent 1.00 168,440 175,194 6,754 Gas Systems Technician 1.00 105,107 109,254 4,147 Overtime Payout (vacation and sick excess hours) Stand-by 5,000 5,000 - 700 - (700) 45,000 45,000 - DEPARTMENT TOTALS 5.00 $ 577,531 $ 700,445 $ 122,914 DEPARTMENT: 056.5600 GAS UTILITY REVENUES 450022 Transportation Charges - Retail 450024 Commodity Admin Fee 450026 Natural Gas Sales - COV Retail 450101 Monthly Customer Charge 450105 Customer Connection Charge 5610-450030 ARB Freely Allocated Allowance Sales 5610-450032 CA Greenhouse Gas Surcharge 5610-450034 ARB Cap and Trade Emissions Sales 469300 Reserve Applied 600910 Other Income 610110 Investment Income TOTAL REVENUES SALARIES 501010 Salaries -Regular 501012 Salaries - Premiums 501020 Salaries - O.T. TOTAL SALARIES BENEFITS 502020 Retirement 502030 Insurance Premiums - Medical FICA Taxes 502060 502080 Claims Expenditure - Worker's Comp TOTAL BENEFITS SUPPLIES/SERVICES 500160 Natural Gas Expense - Physical Purchases 500167 Natural Gas Expense - PrePay 500230 Generation Expense 5610-596702 Greenhouse Gas Admin/Rebates 5610-596710 Greenhouse Gas to Air Resources Board 520000 Supplies 530030 Bad Debt Expense 540000 Uniforms 550022 Natural Gas Transportation Costs 560000 Utilities Utilities - IT 560010 570000 Vehicle Expense Repairs & Maintenance 590000 593200 Professional Services - Legal CITY OF VERNON Fund 056 Department 5600 - Gas Utility Fund Gas Utility Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 2,659,438 2,762,678 103,241 (2,659,438) 60,984 64,763 3,779 (60,984) 8,427,000 7,846,559 (580,441) 73,000 82,000 9,000 (73,000) 300,000 300,000 - (300,000) 1,809,600 2,180,763 371,163 (1,809,600) 751,104 897,012 145,908 (751,104) 557,090 (171,550) 2,762,678 64,763 Same as expense 500160 82,000 300,000 2,180,763 Surcharge Revenue from customers 897,012 Sales of ARB holding acct allowances 14,638,215 13,962,225 52,650 (5,654,125) 6,287,216 498,315 620,730 122,415 (498,315) 620,730 74,216 74,715 499 (74,216) 74,715 5,000 5,000 (5,000) 5,000 577,531 700,445 122,914 (577,531) 700,445 150,697 193,455 42,758 (150,697) 193,455 83,346 107,276 23,930 (83,346) 107,276 8,374 10,156 1,782 (8,374) 10,156 Medicare tax was calculated using gross wages. 242,417 310,887 68,470 (242,417) 310,887 8,427,000 7,846,559 (8,427,000) 7,846,559 40,000 60,000 20,000 (40,000) 60,000 "AB 32 Cost of Implementation Fee" 751,104 897,012 145,908 (751,104) 897,012 To be implemented FY16 1,557,344 1,926,000 368,656 (1,557,344) 1,926,000 Specifically for Emissions Credits 90,000 206,000 116,000 (90,000) 206,000 equipment needed for new dept. truck #1015 7,383 - (7,383) (7,383) - Employee uniform and rain gear 640,493 453,338 (187,155) (640,493) 453,338 11,938 12,938 1,000 (11,938) 12,938 Minimax units for dialing in for meter readouts Transffered IT Budget General Fund 25,000 20,000 (5,000) (25,000) 20,000 168,000 63,000 (105,000) (168,000) 63,000 Reg station work and pressure monitoring for COV Dist/Trans lines 15,000 15,000 (15,000) 15,000 2of8 CITY OF VERNON Fund 056 Department 5600 - Gas Utility Fund Gas Utility Department Budget Detail 2020-2021 DEPARTMENT: 056.5600 GAS UTILITY A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 595200 Professional Services - Technical 268,500 518,500 250,000 (268,500) 518,500 AM Ortega gas services 596200 Professional Services- Other 176,500 141,540 (34,960) (176,500) 141,540 596500 Travel - - - 596550 Membership Dues - - - 596600 Books & Publications 15,000 10,000 (5,000) (15,000) 10,000 Public awareness 596700 Employee Development & Training 99,000 110,000 11,000 (99,000) 110,000 596706 VPU Credit Program 401,006 401,006 - (401,006) 401,006 Passage of Measure R 790100 Operating Transfer Out TOTAL SUPPLIES/SERVICES 12,693,267 12,680,893 568,066 (12,693,267) 12,680,893 TOTAL EXPENDITURES CAPITAL 900000 Capital Outlays TOTAL CAPITAL 13,513,215 13,692,225 759,450 (13,513,215) 13,692,225 1,125, 000 270,000 (855,000) (1,125,000) 270,000 Customer connection, Transmission pipeline inspection, tools equipment requirement. 1,125,000 270,000 (855,000) (1,125,000) 270,000 3of8 CITY OF VERNON FUND 056 - GAS DEPARTMENT 5600 - GAS SUPPLIES & SERVICES 2020-2021 Account No. 500230 - Generation Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 AQMD CA Air Resources Board Annual Fee 40,000 60,000 40,000 60,000 Account No. 520000 - S Detailed FY2020 FY2021 Name Description Budget Budget 1 American Safety Services Safety Equipment for Street Application 3,000 5,000 2 Home Depot Necessary tools for warehouse 15,000 15,000 3 City Garage Various Supplies 1,000 1,000 Service and meter installation supplies, including concrete, regulators, 4 Various Supply Vendors valves, pipes 35,000 125,000 5 TBD Street Traffic Control Safety - 10,000 6 TBD Steel Plates/trench and shoring - 50,000 90,000 206,000 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 to be bid Flame Resistant Uniform 3,500 - 2 to be bid Flame Resistant Rain Gear 3,133 - 3 Teamsters & Shoeteria Safety Toe Work Boot 750 - 7,383 - 4 of 8 CITY OF VERNON FUND 056 - GAS DEPARTMENT 5600 - GAS SUPPLIES & SERVICES 2020-2021 Account No. 560010 - Utilities IT Detailed FY2020 FY2021 Name Description Budget Budget 1 AT&T Minimax units: # of customers x $20/mo x 12 mo/yr 6,000 6,000 2 Verizon Wireless Telecommunication Charges 1,529 1,529 3 AT&T CalNet2 Telecommunication Charges 4,409 4,409 4 COV IT Network Cabinet - 1,000 11,938 12,938 Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget Vehicle gas usage & maintenance service Safety upgrades to vehicles 1 City Vehicle (light bar, fire ext.) 17,000 20,000 17,000 20,000 Account No. 590000 - Repair & Maintenance Name 1 TBD 2 Advanced Batteries Systems 3 to be bid 4 to be bid 5 to be bid 6 To be bid if necessary 7 To be bid if necessary 8 TBD 9 To be bid if necessary 10 Home Depot 11 Craig Welding & Supplies Detailed FY2020 FY2021 Description Budget Budget Distribution Valve Project General Supplies Reg Station SCADA upgrade Gas pressure monitoring alarm maintenance Railroad/Transmission Markers Gas pressure monitoring alarm for Distribution and trans line Comple General Building new Carpeting Painting Steel Service (CP)Farmer John General Building new AC General Supplies General Supplies 15,000 15,000 3,000 3,000 50,000 5,000 20,000 - 15,000 - 15,000 - 15,000 20,000 20,000 20,000 15,000 - 168,000 63,000 5 of 8 Account No. 593200 - Professional Services 1 Legal CITY OF VERNON FUND 056 - GAS DEPARTMENT 5600 - GAS SUPPLIES & SERVICES 2020-2021 Detailed FY2020 FY2021 Name Description Budget Budget Gas Fund Legal Services Account No. 595200 - Professional Services Technical 15,000 15,000 15,000 15,000 Name Detailed Description FY2020 Budget FY2021 Budget 1 Con -pro Corrpro for Cathodic Protection Annual Survey & calibration for rectifier 15,000 5,000 2 To be bid Natural Gas Contruction & Repair Support (RFP Process) 150,000 300,000 3 To be bid GIS Service (license & device) for USA Dig Alert 10,000 10,000 4 Energy World Net OQ Platform 3,500 3,500 5 MCS New rectifiers for each regulator station 20,000 20,000 6 To be bid Financial Services & Business Development 50,000 150,000 7 Bob Tyner PHMSA Support and Expertise 20,000 30,000 8 To be bid Transmission Pipleline Assessment (in -Line Instruments/Pigging) - - 268,500 518,500 Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 TBD 2 To be bid 3 TBD 4 Dewey Pest Control 5 Security Network Inc 6 Brad Bean or TBD Janitoral Services Cost of Service Study and Rate Design Engineering services to produce Detailed Plans for Major System Modifications Pest and Rodent Security System Services OE Clark System Modeling 18,000 18,000 140,000 65,040 - 40,000 2,500 2,500 1,000 1,000 15,000 15,000 176,500 141,540 6 of 8 CITY OF VERNON FUND 056 - GAS DEPARTMENT 5600 - GAS SUPPLIES & SERVICES 2020-2021 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Budget Budget 1 TBD Public Awareness Publication - Newspaper Periodicals 5,000 5,000 2 To be bid Customer Outreach Promotional Materials 10,000 5,000 15,000 10,000 Account No. 596700 - Training Detailed FY2020 FY2021 Name Description Budget Budget 1 TBD Simulation Training Facility and Equipment 20,000 45,000 2 FLIR IR Camera Training 6,000 - 3 CAD Training 8,000 - 4 TBD Training /Certifications / Operator Qualification 55,000 60,000 5 Industry Conferences 5,000 89,000 110,000 Account No. 596706 - VPU Credit Program Detailed FY2020 FY2021 Name Description Budget Budget 1 Measure R VPU Credit Program 401,006 401,006 401,006 401,006 Account No. 790100 - Operating Transfer Out Detailed FY2020 FY2021 Name Description Budget Budget 1 - - 7 of 8 CITY OF VERNON FUND 056 - GAS DEPARTMENT 5600 - GAS CAPITAL 2020-2021 Account No. 900000 - Capital Outlays Detailed FY2020 FY2021 Name Description Budget Budget 1 Customer Connection Costs (Assumes 10 customers costing $26,000 each 260,000 240,000 TBD to connect) 2 TBD Loop over 26th Street Bridge 600,000 - 3 TBD Alter transmission line for clock test/hydro test (if required) 4 TBD New Regulator Station (s/w) 5 TBD Crew Cab Full Size Construction Truck 125,000 - 6 TBD Regulator Stations Protective Ballard's (Bandini) 80,000 7 TBD Minimax Metering Instruments 60,000 30,000 1,125,000 270,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.7100 CUSTOMER SERVICE A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) REVENUES $ 184,183,827 $ - $ 182,445,209 $ (1,738,618) $ (184,183,827) $ 182,445,209 EXPENSES: SALARIES $ 256,716 $ - $ 351,079 $ 94,363 $ (256,716) $ 351,079 BENEFITS 132,024 - 184,687 52,663 (132,024) 184,687 SUPPLIES/SERVICES 8,848,257 - 368,800 (8,479,457) (8,848,257) 353,800 TOTAL EXPENSES $ 9,236,997 $ - $ 904,566 $ (8,332,431) $ (9,236,997) $ 889,566 CAPITAL $ 110,000 $ - $ 120,000 $ 10,000 $ (110,000) $ 120,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Business & Account Supervisor 0.75 $ 107,736 $ 117,659 $ 9,923 Utilities Customer Service Representative 2.00 142,980 145,127 2,147 Customer Service Representative, Senior 1.00 - 69,330 69,330 Overtime Payout (vacation and sick excess hours) Stand-by 2,000 2,000 - 4,000 16,963 12,963 DEPARTMENT TOTALS 3.75 $ 256,716 $ 351,079 $ 94,363 CITY OF VERNON Fund 055 Department 7100 - UP Fund Customer Service Department Budget Detail 2020-2021 DEPARTMENT: 055.7100 CUSTOMER SERVICE REVENUES: 441001 AB1890 Revenues 450010 Sale of Electricity 450012 Discount of Sales 450016 Fuel Cost Adjustment (ECA) 450017 Fuel Cost Adjustment Credit 450031 RPS Pass -through 450080 Temporary Power 450301 Special Charges 600910 Other Income TOTAL REVENUES SALARIES 501010 Salaries - Regular 501012 Salaries - Premiums 501020 Salaries - O.T. TOTAL SALARIES BENEFITS 502020 Retirement 502030 Insurance Premiums - Medical 502060 FICA Taxes 502080 Claims Expenditure - Worker's Comp TOTAL BENEFITS SUPPLIES/SERVICES 520000 Supplies 530030 Bad Debt Expense 560000 Utilities 590110 Repair & Maintenance - IT 595200 Professional Services - IT 596500 Travel 596700 Training 596706 VPU Credit Program TOTAL SUPPLIES/SERVICES A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 0.147% 4,950,625 - 4,880,798 174,910,565 - 175,168,254 (1,204,430) - (3,912,188) 3,898,254 - 2,531,410 1,303,849 - 3,451,972 (69,827) (4,950,625) 257,689 (174,910,565) (2,707,758) 1,204,430 (1,366,844) (3,898,254) 2,148,123 (1,303,849) 4,880,798 175,168, 254 (3,912,188) 2,531,410 3,451,972 103,863 - 103,863 - (103,863) 103,863 221,101 - 221,101 - (221,101) 221,101 184,183,827 - 182,445,209 (1,738,618) (184,183,827) 182,445,209 223,094 - 302,738 79,644 (223,094) 302,738 31,622 - 46,341 14,719 (31,622) 46,341 2,000 - 2,000 - (2,000) 2,000 256,716 - 351,079 94,363 (256,716) 351,079 71,798 - 99,069 27,271 (71,798) 99,069 56,504 - 80,527 24,023 (56,504) 80,527 3,722 - 5,091 1,369 (3,722) 5,091 132,024 - 184,687 52,663 (132,024) 184,687 8,000 - 10,000 2,000 (8,000) 10,000 100,000 - 100,000 - (100,000) 100,000 800 - 800 - (800) 800 89,200 - 100,000 10,800 (89,200) 100,000 180,000 - 135,000 (45,000) (180,000) 135,000 5,000 - 8,000 3,000 (5,000) 8,000 9,000 - 15,000 6,000 (9,000) 8,456,257 - - (8,456,257) (8,456,257) - 8,848,257 - 368,800 (8,479,457) (8,848,257) 353,800 2of7 DEPARTMENT: 055.7100 CUSTOMER SERVICE CITY OF VERNON Fund 055 Department 7100 - UP Fund Customer Service Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budaet Forecast Budaet (Decrease) (Decrease) (Decrease TOTAL EXPENDITURES 9,236,997 - 904,566 (8,332,431) (9,236,997) 889,566 CAPITAL 860000 IT Equipment & Software 110,000 - 120,000 10,000 (110,000) 120,000 900000 Capital Outlays - - - - - - TOTAL CAPITAL 110,000 - 120,000 10,000 (110,000) 120,000 Comments 3of7 Account No. 520000 - Supplies Name CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 7100 - CUSTOMER SERVICE SUPPLIES & SERVICES 2020-2021 Detailed FY2020 FY2021 Description Budget Budget 1 Staples, Office Depot, etc. Office supplies and utility bills stock: This would include all various types of Envelopes for utility billing (Regular, Final, Special, Non -Window, Windows,Self-Address) Postage & Ink Account No. 530030 - Bad Debt Expense Name 1 Per Financial Audit Requirements Account No. 560000 - Utilities Name Verizon 8,000 10,000 $ 8,000 $ 10,000 Detailed FY2020 FY2021 Description Budget Budget Write-off on uncollectible accounts 100,000 100,000 This include Electric, Water & Gas Services accounts that have unpaid their utility account either by filing for Bankruptcy, skip town or unable to pay their bills $ 100,000 $ 100,000 Detailed FY2020 FY2021 Description Budget Budget 3 phones-Sprint/Nextel (Anthony, Victor & Cust.Svc) @$20.00 per mo per line.$60.00 x 12 =$7; 800 800 Cellphone service budget transferred to IT Department 011.9019 $ 800 $ 800 Account No. 590110 - Repairs & Maintenance IT Name Detailed FY2020 FY2021 Description Budget Budget 1 Pitney Bowes Maintenance Agreement for Pitney Bowes (Mailing Stuffer):Service fee Increase Added 10% increase from last year since we haven't received new invoice yet 2 Advanced Utilities CIS Infinity Annual Support -cost of Sery increase 3 Itron Mv90xi Annual Support 4 Itron MVRS/FCS Annual Support Account No. 595200 - Professional Services Technical Name 4,200 15,000 50,000 50,000 20,000 20,000 15,000 15,000 $ 89,200 $ 100,000 Detailed FY2020 FY2021 Description Budget Budget 1 Itron Mv90xi Maintenance & Support software for time of use programs(big consumers of power) Software rn 20,000 5,000 Maint. & Support software for regular electric, water & gas meters programs & handheld 2 Itron MVRS devices 20,000 20,000 3 Advanced Utilities Onlline billing CIS 110,000 110,000 4 Temporary Employment/Staff Temporary Staff/Maternity Leave (6 mos) 30,000 - $ 180,000 $ 135,000 4 of 7 Account No. 596500 - Travel Type CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 7100 - CUSTOMER SERVICE SUPPLIES & SERVICES 2020-2021 Name FY2020 FY2021 Budget Budget 1 Training Travel lodging, transportation, meals 5,000 8,000 $ 5,000 $ 8,000 Account No. 596700 - Training Type 1 MV90 Software 2 MVRS Software 3 Customer Service Training Account No. 596706 - VPU Credit Type 1 Measure R Name MV90 training software MVRS training software registration, webinars, scppa training, APPA, Fred Pryor, various training ram VPU Credit Program Name FY2020 FY2021 Budget Budget 3,000 5,000 1,000 5,000 5,000 5,000 $ 9,000 $ 15,000 FY2020 FY2021 Budget Budget 8,456,257 - $ 8,456,257 $ - 5 of 7 Account No. 441001 - AB1890 Revenues Name CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 7100 - CUSTOMER SERVICE REVENUES 2020-2021 Detailed FY2020 FY2021 Description Budget Budget 1 AB 1890 Rev. AB 1890 Revenue Projection 5,256,265 $4,880,798 $ 5,256,265 $ 4,880,798 Account No. 450010 - Sale of Electricity Name 1 Sales of Electricity Sales of Electricity Revenue Projection Account No. 450012 - Discount of Sales Name Detailed FY2020 FY2021 Description Budget Budget Detailed ascription 174,910,565 175,168,254 $ 174,910,565 $ 175,168,254 FY2020 FY2021 Budqet Budqet 1 Discount of Sales Defaulting to FY2014 Trend for the remaining charges (1,204,430) (3,912,188) Which comprises of TOU-1 41%,Voltage Discount 52%, ED Discounts-6%,Added Facilities $ (1,204,430) $ (3,912,188) less than 1 % Account No. 450031 - RPS Pass -Through Name Detailed ascription 1 Green House Gas Implementation Net Pass -through amount of RPS implementation and AB32 (GHG) implementation cost. Account No. 450016 - Energy Cost Adjustment Name FY2020 FY2021 Budaet Budaet 1,303,849 3,451,972 $ 1,303,849 $ 3,451,972 Detailed FY2020 FY2021 Description Budget Budget Energy Cost Adjustment (ECA) The Energy Cost Adjustment (ECA)is based on cost of fuel, gas used for generation at MGS 1 and embedded cost in purchased energy. 3,898,254 2,531,410 $ 3,898,254 $ 2,531,410 Account No. 450301 - Special Charges Name Special Charges 1 Account No. 600910 - Other Income Name Detailed FY2020 FY2021 Description Budget Budget Defaulting to FY2014 Trend for the remaining charges -Rev. from computerized Late & Notice of Call Fees 103,863 103,863 $ 103,863 $ 103,863 Detailed FY2020 FY2021 Description Budget Budget 1 Other Income Defaulting to FY2014 Trend for the remaining charges -Consist of Ch. 11 or 7, collections, 221,101 221,101 $ 221,101 $ 221,101 6 of 7 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 7100 - CUSTOMER SERVICE CAPITAL 2020-2021 Account No. 860000 - IT Equipment & Software Detailed Name Description Metering software needs to be updated -Software needs to be 1 Mv90 Software updated to a newer versionKey accts Actively looking into new billing system City-wide with COV 2 New Billing Sys. Finance 3 Dell Utility Billing Server Upgrade FY2020 FY2021 Budget Budget 100,000 10,000 110,000 10,000 $ 110,000 $ 120,000 7 of 7 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.7200 ENERGY MANAGEMENT A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ (46,410) $ $ $ 46,410 $ 46,410 $ EXPENSES: SALARIES $ 35,912 $ $ 39,220 $ 3,308 $ (35,912) $ 39,220 BENEFITS 13,624 15,005 1,381 (13,624) 15,005 SUPPLIES/SERVICES 1,100,000 715,000 (385,000) (1,100,000) 715,000 TOTAL EXPENSES $ 1,149,536 $ $ 769,225 $ (380,311) $ (1,149,536) $ 769,225 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Business & Account Supervisor 0.25 $ 35,912 $ 39,220 $ 3,308 Overtime Payout (vacation and sick excess hours) Stand-by DEPARTMENT TOTALS 0.25 $ 35,912 $ 39,220 $ 3,308 DEPARTMENT: 055.7200 ENERGY MANAGEMENT REVENUES: 450035 Solar Rebate SALARIES 501010 Salaries - Regular 501012 Salaries - Premiums TOTAL SALARIES CITY OF VERNON Fund 055 Department 7200 - UP Fund Energy Management Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments (46,410) - 46,410 46,410 (46.410) - - 46.410 46.410 - 29,927 32,683 2,756 (29,927) 32,683 5,985 6,537 552 (5,985) 6,537 35,912 39,220 3,308 (35,912) 39,220 BENEFITS 502020 Retirement 10,284 11,617 1,333 (10,284) 11,617 502030 Insurance Premiums - Medical 2,819 2,819 - (2,819) 2,819 502060 FICA Taxes 521 569 48 (521) 569 TOTAL BENEFITS 13,624 15,005 1,381 (13,624) 15,005 SUPPLIES/SERVICES 520000 Supplies - 15,000 15,000 15,000 596200 Professional Services - Other 100,000 100,000 - (100,000) 100,000 596500 Travel - - - - 596701 Solar / Photovoltaic Rebate - - - - 596702 Public Benefit Program Rebate 1,000,000 600,000 (400,000) (1,000,000) 600,000 TOTAL SUPPLIES/SERVICES 1,100,000 715,000 (385,000) (1,100,000) 715,000 TOTAL EXPENDITURES $ 1,149,536 $ - 769,225 (380,311) (1,149,536) 769,225 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 7200 - ENERGY MANAGEMENT SUPPLIES & SERVICES 2020-2021 Account No. 520000 - Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Customer Marketing Outeach Supplies 15,000 $ $ 15,000 Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 Energy Audits Vendor for Energy audits -Supports Public Benefits Programs- 100,000 100,000 Res.#7511 Assembly Bill (AB1890) Requires COV to offer energy audits free of charge per request by customer Having most interest for the fiscal year $ 100,000 $ 100,000 Account No. 596500 - Travel FY2020 FY2021 Type Name Budget Budget Account No. 596701 - Solar / Photovoltaic Rebate Detailed FY2020 FY2021 Name Description Budget Budget Account No. 596702 - Public Benefit Proaram Rebate Detailed FY2020 FY2021 Name Description Budget Budget 1 Customer Incentives This offers customers rebates for replacement 1,000,000 600,000 for lighting, motors & energy efficient equipment. This program is very popular with customers and the demand is very high This supports COV Public Benefits Programs AB1890 Res.#7511- Will be adding EV Charger program $ 1,000,000 $ 600,000 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 7200 - ENERGY MANAGEMENT REVENUES 2020-2021 Account No. 450035 - Solar Rebate Detailed Name Descri Solar Rebate Solar Rebate 357KW X 1.98W / 60 months 357,000 watts X 1.95 W = $696,150/60 months FY2020 FY2021 Budget Budget $ (46,410) $ (46,410) CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.8000 FIELD OPERATIONS A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SALARIES $ 692,033 $ $ 703,244 $ 11,211 $ (692,033) $ 703,244 BENEFITS 245,899 260,123 14,224 (245,899) 260,123 SUPPLIES/SERVICES 510,228 512,728 2,500 (510,228) 512,728 TOTAL EXPENSES $ 1,448,160 $ - $ 1,476,095 $ 27,935 $ (1,448,160) $ 1,476,095 CAPITAL 536,000 687,000 151,000 (536,000) 687,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Proposed Proposed (Decrease) Electric Operations Supervisor 0.95 $ 160,018 $ 166,434 $ 6,416 Electrical Test Technician, Senior 1.00 132,177 137,469 5,292 Metering Technician 1.00 121,407 126,207 4,800 Metering Technician, Senior 1.00 151,031 157,079 6,048 Overtime Payout (vacation and sick excess hours) Utilities System Operation Premium (USOP) Stand-by 31,200 31,200 35,200 23,855 (11,345) 1,000 1,000 60,000 60,000 DEPARTMENT TOTALS 3.95 $ 692,033 $ 703,244 $ 11,211 DEPARTMENT: 055.8000 FIELD OPERATIONS CITY OF VERNON Fund 055 Department 8000 - L&P Fund Field Operations Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments SALARIES 501010 Salaries - Regular 517,790 538,552 20,762 (517,790) 538,552 Salaries - Premiums 143,043 133,492 (9,551) (143,043) 133,492 Union change in standby pay rotation through crew, USOP, vacation & sick 501012 excess payout. 501020 Salaries - O.T. 31,200 31,200 (31,200) 31,200 AMI metering upgrade TOTAL SALARIES 692,033 703,244 11,211 (692,033) 703,244 BENEFITS 502020 Retirement 161,522 173,753 12,231 (161,522) 173,753 502030 Insurance Premiums - Medical 74,343 76,173 1,830 (74,343) 76,173 502060 FICA Taxes 10,034 10,197 163 (10,034) 10,197 TOTAL BENEFITS 245,899 260,123 14,224 (245,899) 260,123 SUPPLIES/SERVICES 520000 Supplies 10,331 10,331 - (10,331) 10,331 540000 Uniforms 11,000 11,000 (11,000) 11,000 Compliance Arc Flash Hazard Potential - Safety, Flame Resistant PPE - Metering Rule changes 560000 Utilities 51,397 51,397 (51,397) 51,397 Metering Communication & City Supplied Fiber 560010 Utilities - IT 10,000 10,000 (10,000) 10,000 Transferred from IT Budget general Fund 570000 Vehicle Expense 20,000 20,000 (20,000) 20,000 590000 Repair & Maintenance 290,000 290,000 (290,000) 290,000 With aging infrastructure, need to perform more proactive maintenance and testing. 590010 Repair & Maintenance IT 20,000 20,000 (20,000) 20,000 Certification and Support 596200 Professional Services - Other 60,000 60,000 (60,000) 60,000 Potential new services VPU can render (EV, Smart Metering, Renewables) 596500 Travel - - - 596700 Training 37,500 40,000 2,500 (37,500) 40,000 Staff development, changing regulation & technology, training, safety and succession planning TOTAL SUPPLIES/SERVICES 510,228 512,728 2,500 (510,228) 512,728 TOTAL EXPENDITURES 1,448,160 1,476,095 27,935 (1,448,160) 1,476, 995 CAPITAL 860000 IT Equipment & Software - - - - 900000 Capital Outlays 536,000 687,000 151,000 (536,000) 687,000 Replacement of aging/deteriorating equipment. Move to automation in metering. Repair of unsafe electric switchgear TOTAL CAPITAL 536,000 687,000 151,000 (536,000) 687,000 2of5 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8000 - FIELD OPERATIONS SUPPLIES & SERVICES 2020-2021 Account No. 520000 - Suoolies Name Detailed Description FY2020 Budget FY2021 Budget 1 City Warehouse Supplies Janitorial Supplies - floor wax, coffee, napkins, toilet paper, soap, act. 1,061 1,061 2 Staples, Office Depot Misc. department and office supplies (training binders, dividers, writing utensils, notepads, etc..) 9,270 9,270 $ 10,331 $ 10,331 Account No. 540000 - Uniforms pr Detailed FY2020 FY2021 Name Description Budget Budget 1 Metering Group - Employee Uniforms - To be bid Flame Restistant Protective Gear, Safety Boots and Vernon Public Utilities Standard Issue 5,000 8,000 2 Substation Group - Employee Uniforms - To be bid Flame Restistant Protective Gear, Safety Boots and Vernon Public Utilities Standard Issue 4,000 2,000 3 Electric Ops Supervisor - Employee Uniforms - To be bid Flame Restistant Protective Gear, Safety Boots and Vernon Public Utilities Standard Issue 2,000 1,000 (Increase per person to comply with Eng Arc Flash Hazard Potential Study) 11,000 11,000 Account No. 560000 - Utilities Detailed FY2020 FY2021 Name Description Budget Budget 1 Trilliant Time of Use (TOU) meter connection charges. 22,660 22,660 2 Interdepartmental Billing Fiber Optics 28,737 28,737 $ 51,397 $ 51,397 Account No. 560000 - Utilities IT Detailed FY2020 FY2021 Name Description Budget Budget 1 Verizon Wireless Telecommunication Charges 10,000 10,000 $ 10,000 $ 10,000 Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 City Garage Substation, Metering & Supervisory Vehicle Maintenance, Fuel & Equipment 20,000 20,000 20,000 20,000 Account No. 590000 - Repairs & Maintenance 1W Detailed FY2020 FY2021 Name Description Budget Budget Technical calibration, technical analysis, Substation and Metering equipment calibration, certification and analysis including TTR, 1 certification and safety gear suppliers DGA, High Voltage PPE 30,000 30,000 2 Technical Safety Vendors Safety Items Replacement and Repair, High Voltage Certification 20,000 20,000 3 Competitive Bid Substation Equipment Vendors Replacement/Contingency Substation Maintenance Parts 110,000 110,000 4 Competitive Bid Test Equipment Vendors Substation Test Equipment Purchase or Rental 25,000 25,000 5 Competitive Bid Metering Equipment Vendors Replacement/Contigency Metering Maintenance Parts 50,000 50,000 6 Weidmann Dissolved Gas Analysis (DGA) and oil quality test for 30 transformers 15,000 15,000 7 Battery Bank Battery Replacement Maintenance of Vernon, Leonis, Ybarra Substation 40,000 40,000 290,000 290,000 3 of CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8000 - FIELD OPERATIONS SUPPLIES & SERVICES 2020-2021 Account No. 590010 - Repairs & Maintenance IT Detailed FY2020 FY2021 Name Description Budget Budget 1 Applied Metering Yearly Rig Certification 5,000 5,000 2 Vendor Support Substation/Metering Systems Support 13,000 13,000 3 Stancill Stencil Recording Maintenance 2,000 2,000 $ 20,000 $ 20,000 Account No. 596200 - Professional Services Other low Event Name FY2020 FY2021 Budget Budget 1 To Be Bid DER Consulting 25,000 20,000 2 To Be Bid Smart Meter Consulting 15,000 20,000 3 ESCI OSHA safety consultant 20,000 20,000 $ 60,000 $ 60,000 Account No. 596700 - Trainin Event 1 Sweitzer Engineering Laboratory, Infrared Certification Substation Technicians 3 EUSERC, Distributed Generation & Solar, AMI, DER Metering Technicians 3 Hazwoper, OSHA Safety, Utilities Operations Trainee Development Electric Operations Supervisor & Staff FY2020 FY2021 Budget Budget 15,000 10,000 15,000 15,000 7,500 15,000 $ 37,500 $ 40,000 4of5 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8000 - FIELD OPERATIONS CAPITAL 2020-2021 Account No. 900000 - Capital Outlays Detailed FY2020 FY2021 Description Budget Budget Time of Use Revenue Meter Upgade 2G to 4G (security issues & no future support for 2G, ability to disconnect single phase meters remotely and can transmit gas & water 1 meter signal for remote reads) 150,000 200,000 2 3 4 5 6 7 8 9 10 11 Spare 66kV circuit breaker parts - Must have spare parts in case of failure. Spare Capacitors and fuses - Experienced capacitor issues due to failure and avian interruptions Substation Vehicle Substation Yard Replacement Lights - Safety issues and weather breaking down fasteners SF6 Gas Leak Detection IR Camera (to proactively detect leaks (Aliso Canyon) Substation Replacement Vehicle (1-1012 is 18 years old & PD surplus) Substation grounding improvements & rock replacement (Safety per ground grid study) AED Replace deteriorating chain link fence Soto Yard South, Leonis Sub North and South plus entry gate, Ybarra Sub Switchgear / motors/ electrical components at well sites 20,000 100,000 10,000 25,000 50,000 - 6,000 12,000 100,000 100,000 200,000 250,000 $ 536,000 $ 687,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.8100 SYSTEM DISPATCH A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SALARIES $ 1,888,740 $ - $ 1,907,683 $ 18,943 $ (1,888,740) $ 1,907,683 BENEFITS 695,700 - 713,185 17,485 (695,700) 713,185 SUPPLIES/SERVICES 797,803 - 825,214 27,411 (797,803) 825,214 TOTAL EXPENSES $ 3,382,243 $ - $ 3,446,082 $ 63,839 $ (3,382,243) $ 3,446,082 CAPITAL 340,000 - 65,000 (275,000) (340,000) 65,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Electric Operations Supervisor - $ 123,679 $ - $ (123,679) Electric Operator (5) 3.70 557,282 450,124 (107,158) Utilities Dispatcher (5) 4.25 610,015 651,537 41,522 Utilities Dispatcher, Senior 0.85 - 106,001 106,001 Utilities Operations Manager 0.85 143,174 156,360 13,186 Utilities Operations Trainee (3) 2.00 69,990 149,833 79,843 Overtime 250,000 250,000 Payout (vacation and sick excess hours) 38,100 27,828 (10,272) Utilities System Operation Premium (USOP 5% R 1,000 1,000 - Stand-by 95,500 115,000 19,500 DEPARTMENT TOTALS 11.65 $ 1,888,740 $ 1,907,683 $ 18,943 CITY OF VERNON Fund 055 Department 8100 - UP Fund System Dispatch Department Budget Detail 2020-2021 DEPARTMENT: 055.8100 SYSTEM DISPATCH A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments SALARIES 501010 Salaries - Regular 1,435,497 1,462,586 27,089 (1,435,497) 1,462,586 Salaries - Premiums 203,243 195,097 (8,146) (203,243) 195,097 Union change in standby pay rotation through crew, USOP, 501012 vacation & sick excess payout. Salaries - O.T. 250,000 250,000 - (250,000) 250,000 Includes built in rotating shift OT for 24/7 coverage, staff safety training, emergency response and time off coverage. Based on FY variance projection & includes new hires. (Utilities Ops 501020 Mgr not filled currently) TOTAL SALARIES 1,888,740 1,907,683 18,943 (1,888,740) 1,907,683 BENEFITS 502020 Retirement 430,285 451,015 20,730 (430,285) 451,015 502030 Insurance Premiums - Medical 238,028 234,509 (3,519) (238,028) 234,509 502060 FICA Taxes 27,387 27,661 274 (27,387) 27,661 TOTAL BENEFITS 695,700 713,185 17,485 (695,700) 713,185 SUPPLIES/SERVICES 520000 Supplies 22,278 22,279 1 (22,278) 22,279 Replace Office Equipment utilized 24/7 520010 Supplies - IT 20,085 19,995 (90) (20,085) 19,995 Use by VPU 540000 Uniforms 24,720 24,720 - (24,720) 24,720 Required PPE per engineering Arc Flash report Staff safety priority. Additional personell including Utilities Dispatcher, Electric Operator and Electric Operations Supervisor 560000 Utilities 21,218 21,218 (21,218) 21,218 560010 Utilities - IT - - - 570000 Vehicle Expense 57,742 57,742 (0) (57,742) 57,742 All vehicles will require new VPU logo 590000 Repairs & Maintenance - - - - 590020 Station Maintenance 30,900 30,900 (30,900) 30,900 Supplies& Equipment for new and reassigned vehicles 590110 Repairs & Maintenance IT 2,060 2,060 (2,060) 2,060 Transferred from IT Budget General Fund 595200 Professional Services - Technical 25,000 25,000 (25,000) 25,000 Increased regulation & rapidly changing technology 596200 Professional Services - Other 497,000 515,000 18,000 (497,000) 515,000 Security Guard Services & Inadequate Restroom facilities in orginal building. 596500 Travel - - - - 596550 Memberships 1,800 1,800 (1,800) 1,800 CITY OF VERNON Fund 055 Department 8100 - UP Fund System Dispatch Department Budget Detail 2020-2021 DEPARTMENT: 055.8100 SYSTEM DISPATCH A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 596700 Training 95,000 104,500 9,500 (95,000) 104,500 Increased safety regulation, workforce development, succession planning, additional staff, implementation of SCADA simulator for on site training due to shift work TOTAL SUPPLIES/SERVICES 797,803 825,214 27,411 (797,803) 825,214 TOTAL EXPENDITURES 3,382,243 3,446,082 63,839 (3,382,243) 3,446,082 CAPITAL 860000 Capital Outlay IT - - - IT department budgeting this line item. 900000 Capital Outlays 340,000 65,000 (275,000) (340,000) 65,000 TOTAL CAPITAL 340,000 65,000 (275,000) (340,000) 65,000 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8100 - SYSTEM DISPATCH SUPPLIES & SERVICES 2020-2021 Account No. 520000 - Supplies - Detailed Name FY2020 FY2021 Budget Budget 1 Staples, Office Max Misc. department and office supplies (training binders, dividers, writing utensils, notepads, 7,426 7,426 pocket, calculators, electrical tags, PUD forms, time stamps and other miscellaneous items - - of this nature. - - 2 City Warehouse, Home Depot Janitorial Supplies - floor wax, coffee, napkins, toilet paper, soap, etc.. 8,487 8,487 LB Johnson, City Warehouse, 3 McMaster Carr Control Room Supplies used 24 hrs per day 365 days per year 6,365 6,365 $ 22,278 $ 22,279 Account No. 520010 - Supplies IT Detailed Name Description FY2020 Budget FY2021 Budget 1 Fry's Electronic Miscellaneous computer items (Fry's Electric) Connectors; cables; electrical components Turbines; 20,085 19,995 scada cards; Scada RTU connectors; PLC connectors; batteries; low voltage wire; low voltage - adaptors; laptop batteries for field pc; radio components for electrical radio system; monitors; - turbine crt's; specialized ink or printers for turbines and scada; security camera accessories. $ 20,085 $ 99,995 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 Competitive Bid uniform suppliers Flame Resistant Uniforms, VPU Standard Issue, PPE 21,630 21,630 2 IBEW & Shoeteria Safety Toe Boot 3,090 3,090 Additional personell including Utilities Dispatcher, Electric Operator and Electric Operations Supervisor $ 24,720 $ 24,720 Account No. 560000 - Utilities Detailed FY2020 FY2021 Description Budget Budget AT&T, Sprint, Verizon Control Center Communication Services Account No. 570000 - Vehicle Expenses low 1W Detailed Vehicle 21,218 21,218 $ 21,218 $ 21,218 FY2020 FY2021 Budget Budget 1 Electric Operations Fleet Service, Parts, Equipment & Fuel 57,742 57,742 Safety equipment, reassignment and new branding $ 57,742 $ 57,742 Account No. 590110 - Repairs & Maintenance IT Detailed FY2020 FY2021 Budget Budget 1 Stancil Solutions Stancil Recording Maintenance 2,060 2,060 $ 2,060 $ 2,060 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8100 - SYSTEM DISPATCH SUPPLIES & SERVICES 2020-2021 Account No. 590020 - Station Maintenance 0 Detailed FY2020 FY2021 Budget Budget 1 Home Depot, Auto Supply Dealers Replacement tools and supplies for standby truck, flashlight, safety equipment, gloves 20,085 20,085 2 Equipment Manufacturers, Eagle Maintenance, Certification and Calibration of equipment 10,815 10,815 $ 30,900 $ 30,900 Account No. 595200 - Professional Services Technical Detailed FY2020 FY2021 Name Description Budget Budget 1 To be bid 3rd party assessment of regulatory compliance & technical issues Account No. 596200 - Professional Services Other 25,000 25,000 $ 25,000 $ 25,000 Detailed FY2020 FY2021 Name Description Budget Budget 1 Security Services TBD Professional Security Services (assessment, plan, monitoring/reporting) 2 A -throne Restroom Rental for Station A, Soto Yard Security Guards Account No. 596550 - Memberships Detailed 485,000 500,000 12,000 15,000 $ 497,000 $ 515,000 FY2020 FY2021 Budget Budget 1 APPA Industry Annual Dues & Safety/ Subscriptions 1,800 1,800 $ 1,800 $ 1,800 Account No. 596700 - Training Event FY2020 FY2021 Name Budget Budget Technical, Operational & Safety TrainingSCADA Simulator Software, Computer Hardware & TEEX, Anders, H2OKnow, APPA, EUCI, Associate Engineering & Networking & Training Facility 1 SCPPA, COV, OSHA, ESCI, Northwest for high voltage electric staff. Including logistics involved with rotating shift coverage and staffing 95,000 104,500 $ 95,000 $ 104,500 DEPARTMENT: 055.8100 SYSTEM DISPATCH Name 1 TBD 2 TBD 3 TBD 4 To be bid CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8100 - SYSTEM DISPATCH CAPITAL 2016-2017 Detailed FY2020 FY2021 Description Budget Budget Spill & Traffic control response trailer materials (barricades, stop sign) Electric Operator Vehicle Crew Truck Ergonomic Control Center Console Replacement Remoting Racking System 25,000 30,000 250,000 - 65,000 35,000 $ 340,000 $ 65,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.8200 GENERATION STATION A A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SALARIES $ $ $ $ $ $ BENEFITS - SUPPLIES/SERVICES 635,045 808,045 173,000 (635,045) 808,045 TOTAL EXPENSES $ 635,045 $ $ 808,045 $ 173,000 $ (635,045) $ 808,045 CAPITAL 60,000 115,000 55,000 (60,000) 115,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Account Clerk, Senior $ $ $ Assistant General Manager of Public Utilities Electric Operations Supervisor Electrical Test Technician, Senior Overtime Payout (vacation and sick excess hours) Utilities System Operation Premium (USOP) Stand-by DEPARTMENT TOTALS $ $ - $ CITY OF VERNON Fund 055 Department 8200 - L&P Fund Generation Station A Department Budget Detail 2020-2021 DEPARTMENT: 055.8200 GENERATION STATION A A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments SALARIES 501010 Salaries - Regular Position in 8200 currently not filled 501012 Salary Premium 501020 Salaries - O.T. TOTAL SALARIES BENEFITS 502020 Retirement 502030 Group Insurance Premiums 502060 Medicare 502080 Claims Expenditure - Worker's Comp TOTAL BENEFITS SUPPLIES/SERVICES 500230 Generation Expense 67,500 91,500 24,000 (67,500) 520000 Supplies 1,545 1,545 - (1,545) 540000 Uniforms - - - 560010 Utilities IT 16,000 20,000 4,000 (16,000) 570000 Vehicle Expense - - - 590000 Repairs & Maintenance 25,000 100,000 75,000 (25,000) 596200 Professional Services - Other 525,000 595,000 70,000 (525,000) TOTAL SUPPLIES/SEVICES TOTAL EXPENDITURES CAPITAL 900000 Capital Outlays TOTAL CAPITAL CH2MHILL, AQMD, for regulatory emission fees. Additional analysis 91,500 needed for HG SCAQMD BARCT 1,545 Office equipment and supplies - Compliance due to ARC Flash Hazard 20,000 100,000 Annual Preventative Maintenance 595,000 This account can have a large variable. Equipment failures hard to predict. As vendor/equip costs increase, budget must reflect Only parts exist for Hgonzales units in Aberdeen Scotland with Rolls/Wood. Units are running daily versus only 10-30 hours per year in past. Increase due to automation needs for efficiency & black start testing on units. Attempting to put 3 year emergency repair contract in place based on historical cost. 635,045 808,045 173,000 (635,045) 808,045 635,045 808,045 173,000 (635,045) 808,045 60,000 - 115,000 55,000 (60,000) 115,000 Turbine replacement parts for as needed basis. Very limited supply 60,000 - 115,000 55,000 (60,000) 115,000 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8200 - GENERATION STATION A SUPPLIES & SERVICES 2020-2021 Detailed FY2020 FY2021 escription Budget Budget 1 AOMD AOMD PERMITS & FEES 11,000 15,000 2 Regulatory Environmental Compliance PERMIT & FEES 11,000 11,000 3 Jacobs Environmental Reporting, Compliance, Consulting 30,000 50,000 4 CARB California Air Resources Board for managing AB32 programs. 11,000 11,000 5 LAC Sanitation Waste Water Charge Station A 4,500 4,500 $ 67,500 $ 91,500 ■ Account No. 520000 -Supplies Detailed FY2020 FY2021 escription Budget Budget 1 Office depot, staples, etc Misc. department and office supplies (printer paper binders, dividers, writing utensils 1,545 1,545 $ 1,545 $ 1,545 Account No. 540000 - Uniforms Account No. 560010 - Utilities IT Detailed FY2020 FY2021 escription Budget Budget Detailed FY2020 FY2021 escription Budget Budget 1 Verizon Wireless Utility Meters (Trilliant Lines) 16,000 20,000 $ 16,000 $ 20,000 Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 Plant Truck Account No. 590000 - Repairs & Maintenance Detailed FY2020 FY2021 Name Description Budget Budget 1 TBD Station Repairs (Plant & Aux Equipment) 25,000 100,000 $ 25,000 $ 100,000 Lount No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 Northwest Turbine Maintenance, Controls & Automation Work 225,000 225,000 2 DC Systems Service Contract Mechanical (Hgonzales) & Blackstart 65,000 75,000 3 To Be Bid Hgonzales On -call Repair Contract 150,000 225,000 4 Calibration/metering Services (HGonzales Gas Skid Meter) 5,000 5,000 5 Blanket Air Conditioning Services HGonzales Air Conditioner Service Contract 5,000 5,000 6 TBD (Redhawk) Blanket Fire Suppression HGonzales Fire System Service Contract 5,000 10,000 7 Black Start Project Black Start Test Load Bank & Other Services & Equipment 70,000 50,000 $ 525,000 $ 595,000 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8200 - GENERATION STATION A CAPITAL 2020-2021 Account No. 900000 - Capital Outlays Detailed FY2020 FY2021 Name Description Budget Budget Turbine replacement parts for as needed basis Parts Very Scarce & ship from Aberdeen Scotland or Rolls Wood Group Houston or other units & need TCSD replacement cards per turbine controls 1 TBD upgrade 60,000 115,000 $ 60,000 $ 115,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.8300 ELECTRICAL TRANSMISSION & DISTRIBUTION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES 950,000 950,000 - (950,000) 950,000 EXPENSES: SUPPLIES/SERVICES 7,182,204 - 8,127,432 945,228 (7,182,204) 8,127,432 TOTAL EXPENSES 7,182,204 - 8,127,432 945,228 (7,182,204) 8,127,432 CAPITAL - - CITY OF VERNON Fund 055 Department 8300 - UP Fund Electrical Transmission & Distribution Department Budget Detail 2020-2021 DEPARTMENT: 055.8300 ELECTRICAL TRANSMISSION & DISTRIBUTION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 450330 Damaged Property 150,000 150,000 - (150,000) 150,000 461900 District Service Change or Miscellaneous 800,000 800,000 - (800,000) 800,000 TOTAL REVENUES 950,000 - 950,000 - (950,000) 950,000 SUPPLIES/SERVICES 520000 Supplies 20,300 20,300 - (20,300) 20,300 560000 Utilities 7,140 7,140 - (7,140) 7,140 570000 Vehicle Expense 77,000 80,000 3,000 (77,000) 80,000 590000 Repair & Maintenance 7,067,764 7,999,992 932,228 (7,067,764) 7,999,992 Petrelli unionized worker labor increase of 3% yearly per contract 596200 Professional Services - Other 10,000 20,000 10,000 (10,000) 20,000 596700 Training - - - - - TOTAL SUPPLIES/SERVICES 7,182,204 8,127,432 945,228 (7,182,204) 8,127,432 TOTAL EXPENDITURES 7,182,204 - 8,127,432 945,228 (7,182,204) 8,127,432 CAPITAL 900000 Capital Outlays - - - - All capital improvement project related to bond financing will be assigned to 055.9100.900000 (Engineering Dept.) TOTAL CAPITAL - - - - CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8300 - ELECTRICALTRANSMISSION & DISTRIBUTION SUPPLIES & SERVICES 2020-2021 Account No. 520000 - Supplies i Detailed Name FY2020 FY2021 Budget Budget Quill, Staples, Arrowhead, 1 Burlington, Orkin, CDW City Yard daily supplies and services 10,300 10,300 2 DigAlert, Tablet, Platform Underground Service Alert 10,000 10,000 $ 20,300 $ 20,300 Account No. 560000 - Utilities Detailed FY2020 FY2021 Name Description Budget Budget 1 AT&T Phone service for Petrelli Building Fax for Dig Alert Service 7,140 7,140 $ 7,140 $ 7,140 Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 City Yard, Fueling Stations Vehicle Fuel 77,000 80,000 $ 77,000 $ 80,000 Account No. 590000 - Repair & Maintenance Detailed FY2020 FY2021 Name Description Budget Budget 1 Petrelli Maintenance and repairs for various field equipment (2 Troubleman crews) 642,524 727,272 2 Petrelli ON/OFF Orders, repairs for service drops, customer panels, field equipment for electric service 642,524 727,272 3 Petrelli Maintenance mechanic for leased truck service 642,524 727,272 4 Petrelli Inspections: GO 095 and 128 inspection. Underground vaults and customer facilities 642,524 727,272 5 Petrelli Yearly labor for Warehouse, restocking, equipment outlay, and Eden Support 642,524 727,272 6 Petrelli Yearly On call hours for Petrelli crews (Stand-by pay) for emergency call outs. 642,524 727,272 7 Petrelli General Manager, Foreman, admin support teams for various projects and supervision 642,524 727,272 8 Petrelli (2) Secretary for yearly support for billing, purchasing, invoicing, and work order management 642,524 727,272 9 Petrelli General crew for repairs to facilities, substation equipment, offices and General services 642,524 727,272 10 Lifecom Lifecom: Service and calibration for test set, boot meter infer red scope and misc. equip. 642,524 727,272 11 Weidmann Weidmann Electrical technology: Transformer repairs to small KVA transformers. 642,524 727,272 $ 7,067,764 $ 7,999,992 Account No. 596200 - Professional Services - Others Detailed FY2020 FY2021 Name Description Budget Budget 1 Environmental Disposal Oil & Hazardous waste removal 10,000 20,000 $ 10,000 $ 20,000 3of4 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8300 - ELECTRICALTRANSMISSION & DISTRIBUTION REVENUES 2020-2021 Account No. 450330 - Damaged Property Detailed FY2020 FY2021 Description Budget Budget 1 Reimbursement for electric system infrastructure damages caused by third parties. 150,000 150,000 Including car -hit -pole damages. $ 150,000 $ 150,000 Account No. 461900 - District Service Change or Miscellaneous Detailed FY2020 FY2021 escription Budget Budget 1 Reimbursement for capital work performed for line extensions requested by customers. 800,000 800,000 This includes billable construction requests for pole relocations for new drive -ways or street widening. $ 800,000 $ 800,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.8400 BUILDING MAINTENANCE A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENSES: SALARIES $ - $ - $ 62,884 - - $ 62,884 BENEFITS - - 44,192 14,910 (225,000) 44,192 SUPPLIES/SERVICES 283,090 - 298,000 14,910 (283,090) 298,000 TOTAL EXPENSES 283,090 - 405,076 14,910 (283,090) 298,000 CAPITAL 255,000 - 235,000 (20,000) (255,000) 235,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Utility Maintenance Worker 1.00 $ - $ 62,884 $ 62,884 Overtime - - - Payout (vacation and sick excess hours) - - - Stand-by - - - DEPARTMENT TOTALS 1.00 $ - $ 62,884 $ 62,884 DEPARTMENT: 055.8400 BUILDING MAINTENANCE EXPENSES: SALARIES 501010 Salaries - Regular 501012 Salaries - Premiums 501020 Salaries - O.T. TOTAL SALARIES BENEFITS 502020 Retirement 502030 Insurance Premiums - Medical 502060 FICA Taxes TOTAL BENEFITS CITY OF VERNON Fund 055 Department 8400 - UP Fund Building Maintenance Department Budget Detail 2020-2021 A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 62,884 62,884 62,884 - - - Union change in standby pay rotation through crew, - - - Includes built in rotating shift OT for 24/7 coverage, staff 62,884 62,884 62,884 19,256 19,256 - 19,256 24,024 24,024 - 24,024 912 912 - 912 - 44,192 44,192 - 44,192 SUPPLIES/SERVICES 520000 Supplies 4,000 4,000 - (4,000) 4,000 540000 Uniforms - 2,000 2,000 - 2,000 570000 Vehicle Expense 3,090 7,000 3,910 (3,090) 7,000 590000 Repair & Maintenance 225,000 225,000 - (225,000) 225,000 Insurance Company Recommendations in order to 596200 Professional Services - Other 51,000 60,000 9,000 (51,000) 60,000 Yearly increase in contract cost TOTAL SUPPLIES/SERVICES 283,090 298,000 14,910 (283,090) 298,000 TOTAL EXPENDITURES 283,090 - 298,000 14,910 (283,090) 298,000 CAPITAL 900000 Capital Outlays 255,000 235,000 (20,000) (255,000) 235,000 Building constructed in 1930's will require additional TOTAL CAPITAL 255,000 235,000 (20,000) (255,000) 235,000 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8400 - BUILDING MAINTENANCE SUPPLIES & SERVICES 2020-2021 Account No. 520000 - Supplies j Detailed FY2020 FY2021 Name Description Budget Budget Home Depot, Staples, Office Max, City 1 Warehouse Janitorial Supplies -floor wax, coffee, napkins, toilet paper, soap, etc.. 4,000 4,000 Misc. department and office supplies (training binders, dividers, writing utensils, notepads, etc..) $ 4,000 $ 4,000 Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget Uniform Supplier/PPE PPE/FR Gear/Safety Boots/VPU Standard Issue 2,000 $ $ 2,000 Account No. 570000 - Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 Forklift/Cart Forklift Fuel and Service L182 / Electric Cart Service L411 3,090 3,500 2 Vehicle Expense Vehicle Fuel and Maintenance - 3,500 $ 3,090 $ 7,000 Account No. 590000 - Repair & Maintenance Detailed FY2020 FY2021 Name Description Budget Budget 1 To be bid Facilities maintenance items (UPS Routine Maintenance included) 50,000 50,000 Plant Safety Equipment Replacement/Maintenance items 2 To be bid (Based on Starr Loss Prevention & Risk Assessment recommendation) 50,000 50,000 3 To be bid Elevator Major Overhaul 100,000 100,000 4 To be bid Bay Door Motor and Repair 25,000 25,000 $ 225,000 $ 225,000 Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Budget Budget 1 Western Allied 2 Thyssen 3 KoneCrane 4 Competitive Bid 5 Competitive Bid 6 Competitive Bid 7 Dewey Pest Control 8 Advanced Electronics Building Air Conditioner Service Contract Elevator Maintenance Service Contract Crane Maintenance Service Contract Trash Removal Service Contract Janitorial Service (Common Area Services) Backflow Device Testing Pest and Rodent Electronic Door Lock Service Contract 10,000 15,000 5,000 7,000 5,000 7,000 10,000 10,000 11,000 11,000 500 500 4,500 5,500 5,000 4,000 $ 51,000 $ 60,000 3 of 4 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 8400 - BUILDING MAINTENANCE CAPITAL 2020-2021 Account No. 900000 - Capital Outlays Detailed FY2020 FY2021 Name Description Budget Budget 1 To be bid Replace Cracked Windows & Tint South Facing @ Station A & Leonis - - 2 To be bid Engine Room Air Banks & Associated Piping 25,000 25,000 3 To be bid Install Bollard System to protect VS LS Sub from TC & Sabotage - - 4 To be bid Elevator Replacement - 50,000 5 To be bid Roofing, Air Conditioning and Safety Improvements including OE Clark 100,000 100,000 Upgrade Remodel Restroom facility from 1930's Station A 6 To be bid 50,000 25,000 Dept. Emergency Operations Center/Backup Control Room 7 COV IT - 5,000 8 To be bid Electrical Backup Control Room (ACC Switch) (Lenois Substation) 80,000 30,000 $ 255,000 $ 235,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.9000 ADMINISTRATION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 28,517,808 $ $ (5,060,291) $ (15,418,288) $ (10,357,997) $ (5,060,291) EXPENSES: SALARIES $ 1,017,052 $ $ 1,214,550 $ 197,498 $ (1,017,052) $ 1,214,550 BENEFITS 441,981 539,607 97,626 (441,981) 539,607 SUPPLIES/SERVICES 58,450,677 57,332,116 (1,118,562) (58,450,677) 57,332,116 TOTAL EXPENSES $ 59,909,710 $ $ 59,086,273 $ (823,438) $ (59,909,710) $ 59,086,273 CAPITAL 360,000 90,000 (270,000) (360,000) 90,000 EMPLOYEE TITLE FTE Salaries Proposed Salaries Proposed Increase (Decrease) Account Clerk, Senior 2.00 $ 134,973 $ 129,834 $ (5,139) Administrative Analyst 1.00 98,483 102,433 3,950 Assistant General Manager of Public Utilities 1.00 225,725 246,515 20,790 General Manager of Public Utilities 1.00 253,662 304,440 50,778 Utilities Compliance Administrator 2.00 291,009 317,811 26,802 Utilities Compliance Analyst 1.00 - 102,432 102,432 Overtime 2,000 2,000 - Payout (vacation and sick excess hours) 11,200 9,085 (2,115) Stand-by - - - DEPARTMENT TOTALS 8.00 $ 1,017,052 $ 1,214,550 $ 197,498 1of12 CITY OF VERNON Fund 055 Department 9000 - VPU Fund Administration Department Budget Detail 2020-2021 DEPARTMENT: I 055.9000 ADMINISTRATION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 9200 450027 Natural Gas Sales - Prepaid/COV Retail 056.5600.500167 - moved to 9200 9200 450028 Natural Gas Sales - Prepaid/SMUD Wholes 056.5600.500168 - moved to 9200 466900 Miscellaneous Revenues 469300 Reserve Applied 9,307,997 (6,110,291) (15,418,288) (9,307,997) (6,110,291) 600105 Proceeds From Long -Term Debt - - - 600910 Other Income 50,000 50,000 (50,000) 50,000 Sell of NOX credit. 610110 Investment Income 1,000,000 1,000,000 (1,000,000) 1,000,000 610170 Unrealized (Gain)Loss on Investments - - - 690100 Operating Transfer In - Transfer -in from Gas Fund TOTAL REVENUES $ 10,357,997 $ $ (5,060,291) (15,418,288) (10,357,997) (5,060,291) SALARIES 501010 Salaries - Regular 501012 Salaries - Premiums 501020 Salaries - O.T. TOTAL SALARIES BENEFITS 502020 Retirement 502030 Insurance Premiums -Medical 502060 FICA Taxes TOTAL BENEFITS SUPPLIES/SERVICES 503035 Insurance Premiums - Property/Crime 520000 Supplies 520010 Supplies - IT 530010 In -Lieu Taxes 530015 Real Estate Taxes 530030 Bad Debt Expense 540000 Uniforms 550000 Advertisement/Promotion 560000 Utilities 560010 Utilities - IT 570000 Vehicle Expense 590000 Repairs & Maintenance 590110 Repairs & Maintenance - IT $ 980,447 $ $ 1,183,460 203,013 (980,447) 1,183,460 34,605 29,090 (5,515) (34,605) 29,090 2,000 2,000 (2,000) 2,000 1,017,052 1,214,550 197,498 (1,017,052) 1,214,550 286,099 356,651 70,552 (286,099) 356,651 141,135 165,345 24,210 (141,135) 165,345 14,747 17,611 2,864 (14,747) 17,611 Medicare tax was calculated using gross wages. 441,981 539,607 97,626 (441,981) 539,607 335,000 402,000 67,000 (335,000) 20,787 22,287 1,500 (20,787) 50,000 50,000 - (50,000) 4,925,975 4,995,000 69,025 (4,925,975) 10,000 10,000 (10,000) 85,000 35,000 (50,000) (85,000) 448,821 448,821 (448,821) 14,208 14,208 (14,208) 10,000 10,000 (10,000) 10,000 20,000 10,000 (10,000) 402,000 Based on Property Insurance Analysis & consistent with the 5 year projection 22,287 Emergency meals and water 50,000 Transferred from IT Budget General Fund 4,995,000 3% of Retail sales paid as franchise tax to General Fund. Resource Department Analysis - 2/3 Property tax on Kern county Wind Farm 10,000 35,000 Rebranding & promote APPA RP3 Diamond Award 448,821 Annual street light electrical expense. Consistent with 5 year projection 14,208 Transferred from IT Budget General Fund 10,000 L1047 - Chevrolet Trailblazer,1008 - Chevy Tahoe, 176 Dodge Charger 20,000 Typewriter annual service 2of12 CITY OF VERNON Fund 055 Department 9000 - VPU Fund Administration Department Budget Detail 2020-2021 DEPARTMENT: 055.9000 ADMINISTRATION A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 592010 Bank Service Fees 30,000 30,000 (30,000) 30,000 Bank of New York admin and wire processing fees. 592013 Investment Fees 101,000 101,000 (101,000) 101,000 Future Investment Management Services by Morgan Stanley Escrow, PFM & Grant Thorton, LLP - 2015A Bond Issuance closed on July 2015. 593200 Professional Services - Legal 190,000 50,000 (140,000) (190,000) 50,000 Kahn Soares, Spiegel, Lewis Brisbois and Orrick legal services. Removed Nielsen Merksamer Parrinello services. 595200 Professional Services -Technical 1,830,000 1,890,000 60,000 (1,830,000) 1,890,000 Macias Gini & O'Connell's & Standard/Poors Services 596200 Professional Services - Other 1,600,000 1,055,000 (545,000) (1,600,000) 1,055,000 Port Canaveral, CH2MHILL, Common Area, RMG services and NERC Compliance, SCPPA 596500 Travel 54,600 54,600 - (54,600) 54,600 NERC/WECC Conference and CUG/CIPUG, CPUC, CUEA, SCPPA, CEC, SMUA, APPA, SCAQMD,COTP 596550 Membership Dues 161,994 167,150 5,156 (161,994) 167,150 California Municipal Association & Climate Registry, APPA, ICE, CUEA, APPA, RMG 596600 Books & Publications 27,920 27,920 - (27,920) 27,920 Various publication subscription: APPA, Eastern Group Publications, Thomson Routers 596700 Employee Development & Training 154,000 80,000 (74,000) (154,000) 80,000 Nerc Compliance, Performance Fred Pryor, SCAPPA, APPA, W ECC. 599800 General City Administrative Service Exp 3,079,051 3,140,632 61,581 (3,079,051) 3,140,632 Transfer to general fund. Resource Department Analysis 760005 Bond Principal Retirement 25,815,000 29,520,000 3,705,000 (25,815,000) 29,520,000 2008, 2009, Series A 760010 Bond Interest Paid 19,497,322 15,208,498 (4,288,824) (19,497,322) 15,208,498 2008, 2009 and 2012 A, B Series 790100 Operating Transfer Out - Without Measure Q TOTAL SUPPLIES/SERVICES 58,450,677 57,332,116 (1,118,562) (58,450,677) 57,332,116 TOTAL EXPENDITURES $ 59,909,710 $ $ 59,086,273 (823,438) (59,909,710) 59,086,273 CAPITAL 860000 IT Equipment & Software - - - Budget Transferred to IT Department 011.9019 900000 Capital Outlay 360,000 90,000 (270,000) (360,000) 90,000 City Retained Land Project in Kern County TOTAL CAPITAL 360,000 90,000 (270,000) (360,000) 90,000 3of12 Account No. 520000 - Supplies Name 1 Office depot, Staples, Homedepot, etc 2 Fedex, etc 3 To be bid 4 To be bid 5 To be bid 6 To be bid 7 Office depot, home depot, etc 8 Silva Printing CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION SUPPLIES & SERVICES 2020-2021 Detailed General office supplies and supplies Delivery services Annual Preliminary Notice Ink refills, regular & custom rubber stamps MIRE Small Meals for Emergency MIRE Full Meals for Emergency Emergency supplies, including water and first aid materials Business Cards FY2020 FY2021 Budget Budget 10,000 10,000 1,000 1,000 2,987 2,987 300 300 3,000 3,000 2,000 2,000 1,000 2,000 500 1,000 $ 20,787 $ 22,287 Account No. 520010 - Supplies IT WF Detailed FY2020 FY2021 Name Description Budget Budget 1 IT Software and Hardware Miscellaneous IT Purchases 50,000 50,000 $ 50,000 $ 50,000 Account No. 530010 - In -Lieu Taxes Detailed FY2020 FY2021 Description Budget Budget 3% of Retail sales paid as franchise tax to General Fund, excluding in -lieu tax which is 1 Franchise Taxes accounted for in the rates (formula includes 2.91 % of Sale of Electricity [Retail Sales]) 4,925,975 4,995,000 $ 4,925,975 $ 4,995,000 Account No. 503035 - Insurance Premiums (Property) Detailed FY2020 FY2021 Description Budget Budget 1 Property Insurance 335,000 335,000 $ 335,000 $ 335,000 Account No. 530015 - Real Estate Taxes Detailed FY2020 FY2021 Name Description Budget Budget 1 Property Taxes Placed into capital per Finance - Kern County Account No. 540000 - Uniforms Detailed FY2020 FY2021 Name Description Budget Budget 1 To be bid Office Staff Uniforms 10,000 10,000 $ 10,000 $ 10,000 4of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION SUPPLIES & SERVICES 2020-2021 Account No. 550000 - Advertisement & Promotions Detailed FY2020 FY2021 Name Description Budget Budget 1 To be bid Branding and promoting APPA RP3 Diamond Award 50,000 20,000 2 To be bid Marketing materials: legislativelcommunity outreach 2,000 2,000 3 To be bid Website 20,000 - 4 Various Job Recruitment 3,000 3,000 5 Vernon Facility Tours SCPPA, Governmental Affairs, Compliance, Historical 10,000 10,000 $ 85,000 $ 35,000 Detailed FY2020 FY2021 Name Description Budget Budget Annual Street Light Electrical Expense 448,821 448,821 $ 448,821 $ 448,821 Account No. 560000 - Utilities IT Detailed FY2020 FY2021 Name Description Budget Budget 1 Verizon Wireless Telecommunication Charges 7,244 7,244 2 AT&T CalNet2 Telecommunication Charges 4,152 4,152 3 AT&T Wireless Telecommunication Charges 2,812 2,812 $ 14,208 $ 14,208 Account No. 570000 -Vehicle Expense Detailed FY2020 FY2021 Name Description Budget Budget 1 City Vehicles City Hall Pool Vehicles Repair, Maintenance, & Fuel 10,000 10,000 $ 10,000 $ 10,000 Account No. 590000 - Repair & Maintenance Detailed FY2020 FY2021 Name Description Budget Budget 1 To be bid Misc. Repairs & Maintenance 1,000 20,000 $ 1,000 $ 20,000 Account No. 590110 - Repair & Maintenance IT Detailed FY2020 FY2021 Name Description Budget Budget 5of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION SUPPLIES & SERVICES 2020-2021 Account No. 592013 - Investment Fess Detailed FY2020 FY2021 Name Description Budget Budget 1 Morgan Stanley Escrow & Custody Potential Escrow Services 1,000 1,000 Escrow, Grant Thorton, LLP 2 PFM Potential Investment Management Services 100,000 100,000 $ 101,000 $ 101,000 Account No. 592010 - Bank Service Fees Detailed FY2020 FY2021 Name Description Budget Budget 1 THE BANK OF NEW YORK Admin and wire processing fees. 30,000 30,000 MELLON, TRUST COMPANY $ 30,000 $ 30,000 Account No. 593200 - Professional Service Legal Detailed FY2020 FY2021 Name Description Budget Budget 1 Spiegel & McDiarmid, LLP Professional legal services 40,000 - 2 Legal Services Professional legal services 50,000 50,000 3 Kahn Soares & Conway, LLP Professional legal services - - 4 Lewis Brisbois Bisgaard Professional legal services 50,000 5 Orrick, Herrington & Sutcliffe Professional legal services 50,000 6 Special Counsel Litigation Matters $ 190,000 $ 50,000 Account No. 595200 - Professional Service Technical Detailed FY2020 FY2021 Name Description Budget Budget 1 PFM Investment Management and general financial advisory services fees 25,000 2 BLX Group LLC L&P Financial Audits 15,000 - 2 Macias Gini & O'Connell L&P Financial Audits 20,000 40,000 3 Standard & Poor' Risk Assement Module 20,000 - 4 BLX Group LLC Financial Advisory Services 200,000 200,000 5 Morgan Lewis Legal Counsel Asset Acquisition Services 1,550,000 1,500,000 6 To be bid Gas Compliance Services 150,000 $ 1,830,000 $ 1,890,000 6of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION SUPPLIES & SERVICES 2020-2021 Account No. 596200 - Professional Service Other Detailed FY2020 FY2021 Name Description Budget Budget 1 TBD Consulting Services for strategic and business plan development 130,000 2 Jacobs Consultant services for regulatory and environmental compliance matters. 1,000,000 380,000 3 SCPPA Palo Verde Project 40,000 40,000 4 RMG Consulting services to perform credit review of specific trading counterparties 15,000 15,000 5 Santa Fe Building Maintenance Janitorial Services 25,000 25,000 6 Everbridge Customer Notification Safey Mobile App 5,000 5,000 7 To be bid Third Party Compliance Consultant / verifier 10,000 10,000 8 HPI Seminar Human Performance Improvement Expert - 5,000 9 Interns Internship Opportunities - 10 To be bid Security Services all facilities - 200,000 11 To be bid Compliance Management Software & Process Documentation 100,000 100,000 12 To be bid Legislative Support/ Research/ Technical Writing 25,000 25,000 13 TBD Technical Generation Expertise & Jawbone / Litigation Matters 250,000 200,000 14 TBD Enterprise Risk Management Program and Mitigation Plan 50,000 $ 1,600,000 $ 1,055,000 Account No. 596500 - Travel Event FY2020 FY2021 Type Name Budget Budget 1 APPA APPA 10,000 10,000 2 CMUA CMUA 5,000 5,000 3 League of Cities League of Cities 1,000 1,000 5 SCAQMD SCAQMD 1,000 1,000 4 CEC CEC 2,000 2,000 5 COTP COTP 1,000 1,000 6 OSHA OSHA 2,000 2,000 7 SCPPA SCPPA 5,000 5,000 8 CUEA CUEA 3,000 3,000 9 CPUC CPUC 3,000 3,000 10 Performance (Fixed Pryor) Performance (Fixed Pryor) 1,600 1,600 11 Human Performance Human Performance 10,000 10,000 12 Regulartory Compliance Regulartory Compliance 10,000 10,000 $ 54,600 $ 54,600 Account No. 596550 - Memberships Detailed FY2020 FY2021 Name Description Budget Budget 1 CMUA California Municipal Utilities Association - Membership Dues plus 5% annual increases 66,544 70,000 2 RMG RMG Financial Consulting, Inc. Annual Membership dues 750 750 3 APPA APPA Annual Dues 37,000 37,000 4 CUEA Annual Invoice (Mutual Aid) 800 800 5 TBD Regulatory standards & aging infrastructure & Workflow 22,000 22,000 6 AWWA Membership 1,000 1,000 7 BizFed Legislative Resource 5,000 6,000 8 APPA Deed Program - Research and Development 8,900 8,900 9 ACWA Water legislative and regulatory issues 15,000 15,000 10 Planet Bids Competitive Bidding Platform 5,000 5,000 11 Western Energy Institute Shared membership through SCPPA 615 700 $ 162,609 $ 167,150 7of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION SUPPLIES & SERVICES 2020-2021 Account No. 596600 - Books & Publications Detailed Name 1 Incisivemedia Incisivemedia 2 News Data Corporation News Data Corporation 3 Eastern Group Publications RFP and Competitive Bid advertisement 4 The Economist The Economist 5 The Wall Street Journal The Wall Street Journal 6 Thomson Reuters/Barclays Thomson Reuters/Barclays 7 AWWA Reference, Procedure, Industry Standard 8 IEEE/ANSI Standards Purchase of Standards 9 APPA and other industry publiciati= Industry Publications 10 CapitolTrack Legislative Tracking Service 11 California Energy Markets Publication Subscription - News Account No. 596700 - Employee Development & Training FY2020 FY2021 Budget Budget 1,000 1,000 2,500 2,500 2,500 2,500 250 250 250 250 500 500 5,000 5,000 1,000 1,000 11,000 11,000 2,500 2,500 1,420 1,420 $ 27,920 $ 27,920 Detailed FY2020 FY2021 Name Description Budget Budget 1 NERC/WECC 2 Fred Pryor 3 PMP 4 SCPPA 5 APPA/AWWA 6 NERC 7 Industry Training Organization 8 Osha, State and Federal Agencies 9 Enterprise Risk Management 10 Internal Training & Development NERC/WECC Compliance Program Performance (Fred Pryor) Project Management Professional (PMP) SCPPA Training Industry Training NERC Workshop Regulatory Standards and Cyber Security Certifications, safety training training training Account No. 599800 - General City Administrative Service Exp Detailed Name 10,000 - 10,000 10,000 20,000 - 30,000 20,000 12,000 20,000 10,000 10,000 50,000 10,000 5,000 5,000 7,000 5,000 $ 154,000 $ 80,000 FY2020 FY2021 Budget Budget 1 City of Vernon Overhead Allocation 3,079,051 3,140,632 $ 3,079,051 $ 3,140,632 Account No. 760005 - Principal on Bonds Detailed FY2020 FY2021 Name Description Budget Budget 1 All Bonds Principal Repayment 25,815,000 $ 29,520,000 $ 25,815,000 $ 29,520,000 8of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 -ADMINISTRATION SUPPLIES & SERVICES 2020-2021 Account No. 760010 - Interest on Bonds Detailed FY2020 FY2021 Name Description Budget Budget 1 All Bonds Interest Payments 19,497,322 $ 15,208,498 $ 19,497,322 $ 15,208,498 Account No. 790100 - ODeratina Transfer Out Detailed FY2020 FY2021 Description Budget Budget Reimbursement transfer for General Government Services (Excludes Legal Services), Risk Management Services, Fire Services, Police Services, Public Work Services, Health 1 Transfer Services. 9of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION REVENUES 2020-2021 Account No. 610110 - Investment Income Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Income on various VG&E cash balances 1,000,000 1,000,000 2 No Swap interest payments - - $ 1,000,000 $ 1,000,000 Account No. 600910 - Other Income Detailed FY2020 FY2021 Name Description Budget Budget 1 TBD Sell of NOX credit 50,000 50,000 $ 50,000 $ 50,000 Account No. 610170 - Unrealized Gain (Loss) on Investments Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Income on various - Account No. 450027 - Natural Gas Sales - Prepaid/COV Retail Detailed FY2020 FY2021 Name Description Budget Budget 1 Revenues from 056.5600.500167 - moved to 9200 - Account No. 450028 - Natural Gas Sales - Prepaid/SMUD Wholesale Detailed FY2020 FY2021 Name Description Budget Budget 1 Revenues from 056.5600.500168 - moved to 9200 - - 10 of 12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION REVENUES 2020-2021 Account No. 466900 - Miscellaneous Revenue Detailed FY2020 FY2021 Name Description Budget Budget 1 Various Miscellaneous revenue 3,500 3,500 $ 3,500 $ 3,500 Account No. 690100 - Operating Transfer In Detailed FY2020 FY2021 Name Description Budget Budget 1 Gas Dept. Transfer -in from Gas Fund -from 056.5600.790100 _ 11 of 12 DEPARTMENT: 055.9000 ADMINISTRATION Name 1 TBD 2 Jawbone Property R&D Strategic Planning Consulting 3 Services 4 Simon Wind 5 Wireless Innovation 6 Property Taxes CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9000 - ADMINISTRATION CAPITAL 2020-2021 Detailed escription Maintenance Service to all MET towers Consultant - additional $250,000 to be paid out of Public Benefits for R&D Project Management Meteorological Studies Modem minutes to all MET towers Kern County Wind Farm Property FY2020 FY2021 Budget Budget 250,000 10,000 - 35,000 35,000 25,000 15,000 40,000 40,000 $ 360,000 $ 90,000 12of12 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 011.9019 INFORMATION TECHNOLOGY A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) EXPENDITURES: SALARIES $ 607,879 $ - $ 701,848 $ 93,969 $ (607,879) $ 701,848 BENEFITS 236,904 - 309,639 72,735 (236,904) 309,639 SUPPLIES/SERVICES 1,261,225 - 1,425,475 164,250 (1,261,225) 1,425,475 CAPITAL 312,000 - 1,040,000 728,000 (312,000) 1,040,000 TOTAL EXPENDITURES $ 2,418,008 $ - $ 3,476,961 $ 1,058,954 $(2,418,008) $ 3,476,961 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Information Technology Analyst 1.00 $ 89,327 $ 92,909 $ 3,582 Information Technology Analyst, Senior 2.00 234,270 249,310 15,040 Information Technology Manager 1.00 176,862 183,954 7,092 Information Technology Technician 1.00 - 69,330 69,330 Programmer/Analyst - - - - Administrative Assistant, Senior 0.50 27,420 29,945 2,525 Overtime 30,000 30,000 - Payout (vacation and sick excess hours) 10,000 6,400 (3,600) Stand-by 40,000 40,000 - DEPARTMENT TOTALS 5.50 $ 607,879 $ 701,848 $ 93,969 CITY OF VERNON Fund 011 Department 9019 - General Fund Information Technology Department Budget Detail 2020-2021 DEPARTMENT: 011.9019 INFORMATION TECHNOLOGY A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments SALARIES 501010 Salaries- Regular 504,048 - 604,816 100,768 (504,048) 604,816 501012 Salaries - Premium 73,831 - 67,032 (6,799) (73,831) 67,032 501020 Salaries - O.T. 30,000 - 30,000 - (30,000) 30,000 607,879 - 701,848 93,969 (607,879) 701,848 BENEFITS 502020 Retirement 151,168 - 187,185 36,017 (151,168) 187,185 502030 Group Insurance Premiums 76,922 - 112,277 35,355 (76,922) 112,277 502060 Medicare 8,814 - 10,177 1,363 (8,814) 10,177 236,904 - 309,639 72,735 (236,904) 309,639 SUPPLIES/SERVICES: 520000 Supplies 3,000 - 3,000 - (3,000) 3,000 520010 Supplies - IT 159,000 - 159,000 - (159,000) 159,000 560010 Utilities - IT 188,159 - 188,159 - (188,159) 188,159 570000 Vehicle Expense 3,500 - 3,500 - (3,500) 3,500 590110 Repair & Maintenance - IT 770,566 - 839,816 69,250 (770,566) 839,816 Emergency services provided 595200 Professional Services - Technical - - - - - - 595210 Professional Services - IT 100,000 - 195,000 95,000 (100,000) 195,000 Contingencies budgeted 596500 Travel 13,500 - 13,500 - (13,500) 13,500 596600 Books & Publications 2,000 - 2,000 - (2,000) 2,000 596700 Training 21,500 - 21,500 - (21,500) 21,500 1,261,225 - 1,425,475 164,250 (1,261,225) 1,425,475 CAPITAL 860000 IT Equipment & Software 312,000 - 1,040,000 728,000 (312,000) 1,040,000 312,000 - 1,040,000 728,000 (312,000) 1,040,000 TOTAL EXPENDITURES $ 2,418,008 $ - $ 3,476,961 $ 1,058,954 $ (2,418,008) $ 3,476,961 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 9019 - INFORMATION TECHNOLOGY 2020-2021 Account No. 520000 - Supplies FY2020 FY2021 Sponsoring Department Name Description Budget Budget 1 IT(9019) Staples Office Supplies $ 3,000 $ 3,000 $ 3,000 $ 3,000 Account No. 520010 - Suaalies IT Sponsoring Department Name Description FY2019 Budget FY2020 Budget 1 IT(9019) General Data Toners, printer maintenance kits, $ - $ - other printing supplies 2 IT(9019) Insight Miscellaneous software (Adobe, 30,000 30,000 Visio, FileMaker Pro) 3 IT(9019) Dell Monitors 10,000 10,000 4 IT(9019) Canon Scanners 15,000 15,000 5 IT(9019) VMWare VMWare Licenses 15,000 15,000 6 IT(9019) Dell Computer Replacements 15,000 15,000 7 IT(9019) CDW Backup tapes (100x40) 10,000 10,000 8 IT(9019) HP Printers replacement 10,000 10,000 9 IT(9019) CDW Networking equipment (routers, 10,000 10,000 switches, cables, connectors, etc) 10 IT(9019) CDW UPS replacements 2,500 2,500 11 IT(9019) Mitel Mitel - Business phones accessories 5,000 5,000 & replacement parts 12 IT(9019) CDW Cell phones accessories (chargers, 4,000 4,000 cases, adapters, phone parts replacements) 13 City Attorney(1005) CDW Computer/Monitors/Scanner for - - City Attorney 14 Police(1031) CDW Hard Drives Replacements 2,500 2,500 15 IT(9019) CDW Hard Drives Replacements 10,000 10,000 16 IT(9019) Crosspoint Mitel IP Phone Licences 10,000 10,000 17 IT(9019) TBD Mitel IP Phones 10,000 10,000 $ 159,000 $ 159,000 Account No. 560010 - Utilities IT FY2019 FY2020 Sponsoring Department Name Description Budget Budget 1 Finance(1004) VerizonWireless Telecommunication Charges $ 1,296 $ 1,296 2 IT(9019) VerizonWireless Telecomminication Line Additions 10,000 10,000 3 HR(1026) VerizonWireless Telecommunication Charges 2,229 2,229 4 City Attorney(1005) VerizonWireless Telecommunication Charges 3,587 3,587 5 IT(9019) VerizonWireless Telecommunication Charges 6,420 6,420 6 CS(1040) VerizonWireless Telecommunication Charges 19,037 19,037 7 Fire(1033) VerizonWireless Telecommunication Charges 22,614 22,614 8 Health(1060) VerizonWireless Telecommunication Charges 3,560 3,560 9 City Admin(1002) VerizonWireless Telecommunication Charges 5,527 5,527 10 Police(1031) VerizonWireless Telecommunication Charges 8,909 8,909 11 Police(1031) VerizonWireless Police Patrol Car Modems 10,022 10,022 12 IT(9019) Iron Mountain Iron Mountain (backup tapes 7,200 7,200 remote storage services) 13 Finance(1004) AT&T CaINet3 Telecommunication Charges 229 229 14 IT(9019) AT&T CaINet3 Telecommunication Charges 14,391 14,391 15 CS(1040) AT&T CaINet3 Telecommunication Charges 229 229 16 Fire(1033) AT&T CaINet3 Telecommunication Charges 30,672 30,672 17 Health(1060) AT&T CaINet3 Telecommunication Charges 249 249 18 Police(1031) AT&T CaINet3 Telecommunication Charges 11,864 11,864 19 Police(1031) AT&T Telecommunication Charges 2,458 2,458 20 Police(1031) Sprint Telecommunication Charges 420 420 21 IT(9019) GoDaddy.com Web hosting; security certificates for 650 650 City web sites & SSL vpn appliance 22 City Clerk(1003) VerizonWireless Telecommunication Charges 596 596 CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 9019 - INFORMATION TECHNOLOGY 2020-2021 Account No. 560010 - Utilities IT 23 IT(9019) AT Conference 24 IT(9019) AT&T CaINet3 25 Fire(1033) VerizonWireless- Verizon BroadBand for 10 Ipads 26 Fire(1033) VerizonWireless- New BroadBand Account No. 570000 - Vehicle Expense Continued from previous aaae Phone Conferencing Service 2,000 2,000 Backup Internet Line 24,000 24,000 For New IPADS - - VerizonWireless- New BroadBand - - $ 188,159 $ 188,159 FY2019 FY2020 Sponsoring Department Name Description Budget Budget 1 IT(9019) Vehicle Repair Repairs $ 2,500 $ 2,500 2 IT(9019) Fuel + Community Services IT Vehicle Expenses 1,000 1,000 $ 3,500 $ 3,500 Account No. 590110 - Repairs & Maintenance IT FY2019 FY2020 Sponsoring Department Name Description Budget Budget 1 IT(9019) Tyler Technologies EDEN System support $ 90,000 $ 90,000 2 IT(9019) Microsoft Enterprise Agreement Microsoft Licenses $ 75,000 $ 75,000 3 Police(1031) TriTech (formerly VisionAIR) Public Safety Suite (CAD, RMS, 66,000 66,000 FBR) 4 IT(9019) ECS Imaging Laserfiche system support 47,000 47,000 5 IT(9019) Crosspoint Mitel - business phone system 22,000 22,000 support by Crosspoint 6 IT(9019) GIS System Support Nobel Systems 21,000 21,000 7 IT(9019) Everbridge Notiifcations Notifications Services 18,000 18,000 8 Health(1060) Accela Software EnvisionConnect (annual contract, 20,000 20,000 fiscal year) 9 IT(9019) Xerox Financial Services, LLC Managed Print Services 121,000 121,000 10 IT(9019) Universal Laser Printers repair & maintenance for all - - City printers/faxes 11 IT(9019) CalTech Copiers repairs - - 12 IT(9019) HP + Dell Hardware support for all City servers 15,000 15,000 13 Police(1031) GeoSpatial Technologies, Inc. GST CrimeMap 6,000 6,000 14 IT(9019) Zscaler Web Secutiry 17,000 17,000 15 Police(1031) West Government Services CLEAR Website Access for 9,300 9,300 Detectives 16 IT(9019) Lucity Lucity Work Orders System Support 15,000 15,000 17 Police(1031) Stancil Corporation Digital Recorders and Reproducers 2,000 2,000 18 IT(9019) HP VMWare Support for 2 servers 10,000 10,000 19 IT(9019) McAfee MXLogic maintenance fee (spam 5,116 5,116 filtering for City email) 20 IT(9019) Symantec Symantec Backup Exec (backup 10,000 10,000 software support) 21 Police(1031) Advanced Electronics Card/Door Access and Closed Circuit 6,000 6,000 TV (Civil Defense) 22 CS(1040) AutoCAD AutoCAD Annual Support 5,500 5,500 23 IT(9019) TrendMicro vShield Anti -Virus 5,500 5,500 24 Fire(1033) Angel City Data FileMaker Pro System Support 10,000 10,000 25 IT(9019) Sonicwall SonicWall firewalls (Pro + TZ190 for 3,000 3,000 SCADA), content filtering, SSL VPN support 26 IT(9019) Veritas Veritas Enterprise Vault support 5,000 5,000 (City's email archiving system) 27 IT(9019) TrendMicro TrendMicro End Point (antivirus 4,500 4,500 support & upgrades) 28 LP-CustServ(7100) Itron MVRS annual support 29 Police(1031) Webiplex Electronic Subpoena Management 4,100 4,100 Software* 30 Police(1031) Network Innovation Associates EOC Satellite Service (Civil Defense) 3,600 3,600 31 Police(1031) Insight Public Sector Symantec Mail/Spam Security 3,600 3,600 32 LP-CustServ(7100) Pitney Bowes Mailing Machine Support 33 Police(1031) Insight Public Sector Symantec Backup Exec 5,000 5,000 Account No. 590110 - 34 Police(1031) 35 IT(9019) 36 Police(1031) 37 IT(9019) 38 IT(9019) 39 IT(9019) CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 9019 - INFORMATION TECHNOLOGY 2020-2021 & Maintenance IT NetMotion Wireless Cybernetics Power Design Quantum Vmware Onepoint Human Factor 40 Police(1031) Kronos 41 Fire(1033) Kronos 42 Police(1031) Hewlett-Packard 43 IT(9019) Zoho Corp 44 Police(1031) MDE, Inc. 45 IT(9019) ScriptLogic 46 Police(1031) Managed Video Support 47 Police(1031) Training Innovations, Inc. 48 IT(9019) CDW 49 IT(9019) Exclaimer 50 Police(1031) Versatile Information Prod, Inc 51 IT(9019) SLA Corp 52 IT(9019) Zoho Corp 53 IT(9019) Canon 54 IT(9019) TBA 55 Police(1031) 2fa Dual Authentication 56 Police(1031) Oversized Machines 57 HR(1026) NeoGOV 58 IT(9019) TrendMicro Appliance 59 IT(9019) Kronos 60 IT(9019) Knowbe4 61 IT(9019) Disaster Rev Services 62 Police(1031) TriTech (formerly VisionAIR) 63 CS(1040) PlanetBids 64 Police(1031) BearCom 65 Health(1060) Snappi 66 City Clerk(1003) GovQA 67 CS(1040) Parcel Data 68 Police(1031) CrimeMap(Motorola) 69 City Clerk(1003) Granicus 70 HR(1026) Neogov 71 Police(1031) TBD Account No. 565210 - Professional Services IT Continued from previous Daae Mobility XE Server and 29 Device 2,000 2,000 Licenses SAN/Virtual Tapes Devices 10,000 10,000 UPS and Ferrups/Radio Towers (> 2,000 2,000 Civil Defense) Backup tape library support 1,500 1,500 Vmware View Support 2,000 2,000 Time Management System Support 2,600 2,600 TeleStaff System Support 7,500 7,500 TeleStaff System Support 8,500 8,500 PDNAS Network Support 1,200 1,200 Asset Manager Software Support 1,000 1,000 ADORE Training Software 2,500 2,500 Maintenance/Upgrades Privileged Authority Support 750 750 Panasonic Arbitrators (Motorcycle 600 600 Videocameras) TMS (Training) Software Support 800 800 Cable Management for Server Room 500 500 Mail Utilities Suite - Email Disclaimer 200 200 Puma Software Maintenance 3,500 3,500 ESChat Maintenance - - Desktop Central 2,000 2,000 Ecopy Software Maintenance 4,000 4,000 Cyber Security Audit 20,000 20,000 Security 700 700 Plotter Repair 1,500 1,500 GovJob.com/App 25,000 25,000 Tracking/Onboarding/Emp Eval Module/Biddle Security Appliance 16,000 16,000 Work Force Ready 14,000 14,000 Cyber Security Awareness Training 5,000 5,000 Disaster Recovery Services 5,000 5,000 IQ Analytics 5,000 5,000 Bidding Software 7,000 Door System 10,000 Health Mobile App 5,000 PRA Application 5,000 Parcel Data File 2,000 CrimeMap(Motorola) 750 Agenda Mangement 19,000 Text Feature 500 Computer Upgrade for Police Units 20,000 $ 770,566 $ 839,816 Sponsoring Department Name Description FY2019 Budget FY2020 Budget 1 IT(9019) Eden / Laserfiche / Utility Billing/Vmware/Microsoft Report Services System Customizations 80,000 80,000 2 IT(9019) SecureWorks Managed Security Services 20,000 20,000 3 City Clerk(1003) TBD Website Redesign - 70,000 4 IT(9019) GIS Integration with City Hall 25,000 Systems(Lucity, Etap, Milsoft) $ 100,000 $ 195,000 Account No. 596500 - Travel Sponsoring Department Name Description FY2019 Budget FY2020 Budget 1 IT(9019) EDEN User Conference Travel Expenses $ 6,000 $ 6,000 2 IT(9019) Mitel Training Travel Expenses - - 3 IT(9019) Tritech Conference Travel Expenses 1,500 1,500 4 IT(9019) Advanced Utility Conference Travel Expenses 1,500 1,500 Account No. 596500 - Travel 5 IT(9019) 6 IT(9019) CITY OF VERNON FUND 011 -GENERAL FUND DEPARTMENT 9019 - INFORMATION TECHNOLOGY 2020-2021 MISAC Annual VMWare Annual Conference Account No. 596600 - Books & Publications Continued from previous Travel Expenses Travel Expenses 3,000 3,000 1.500 1.500 $ 13,500 $ 13,500 FY2019 FY2020 Sponsoring Department Name Description Budget Budget 1 IT(9019) TBD IT related books and training $ 2,000 $ 2,000 materials Account No. 596700 - Training $ 2,000 $ 2,000 FY2019 FY2020 Sponsoring Department Name Description Budget Budget 1 IT(9019) TBD Technical Training $ 19,000 $ 19,000 2 IT(9019) PluralSight Technical Training $ 2,500 $ 2,500 $ 21,500 $ 21,500 Account No. 860000 - IT Equipment & Software FY2019 FY2020 Sponsoring Department Name Description Budget Budget 1 IT(9019) $ 287,000 $ 1,040,000 CITY OF VERNON Light and Power Account No. 860000 - IT Equipment & Software 2020-2021 Account No. 860000 - Capital Outlays Equipment Detailed Vendor FY2020 FY2021 Software Sponsoring Department Vendor Description Type Budget Budget Software IT(9019) Insight Microsoft Enterprise Agreement (3 years) Market - - Equipment IT(9019) Dell Servers Market - - Software Finance(1004) Tyler Technologies Eden Utility Billing System Sole Source - - Software HR(1026) TBD Scantron Software Market - - Software Health(1060) TBD Field Laptops Market 17,000 - Software CS(1040) Lucity Lucity GIS Integration Sole Source - - Software Fire(1033) Angel City Updating Fire Inspection Software Sole Source 10,000 - Equipment Fire(1033) TBD 4 iPads for Fire Market - - Software Fire(1033) TBD PSTrax Software Market - - Software Fire(1033) TBD Video Software for Fire Market - - Equipment Fire(1033) TBD Rugg MDCs Market - - Equipment City Clerk(1003) TBD Worm Appliance for Document Compliance Market 30,000 - Equipment Fire(1033) TBD 15 Tough Books and Docks Market 100,000 - Software Police(1031) TBD Informs NIBRS Software for Compliance Market 130,000 130,000 Software Health(1060) TBD New Health Permitting System Market - - Software CS-BuildRegulations(1041) Energov Hardware, software, customization and migration Market - 900,000 Software HR(1026) TBD New ScanTron System Market 10,000 287,000 1,040,000 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.9100 ENGINEERING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 1,350,000 $ - $ 1,350,000 $ - $ (1,350,000) $ 1,350,000 EXPENSES: SALARIES $ 1,114,091 $ $ 1,154,073 $ 39,982 $ (1,114,091) $ 1,154,073 BENEFITS 439,050 490,849 51,799 (439,050) 490,849 SUPPLIES/SERVICES 344,000 372,000 28,000 (344,000) 372,000 TOTAL EXPENSES $ 1,897,141 $ $ 2,016,922 $ 119,781 $ (1,897,141) $ 2,016,922 CAPITAL 9,675,000 9,395,000 (280,000) (9,675,000) 9,395,000 Bond Proceeds 9,395,000 Salaries Salaries Increase EMPLOYEE TITLE FTE Budget Budget (Decrease) Administrative Assistant, Senior 1.00 $ 66,657 $ 69,330 $ 2,673 Associate Electrical Engineer 1.50 288,338 187,160 (101,178) Computer Aided Drafting Technician - 56,152 - (56,152) Electric Engineering Technician 0.80 - 64,207 64,207 Electrical Engineer 3.00 321,237 464,834 143,597 Utilities Engineering Manager 0.70 123,803 128,767 4,964 Utilities Project Coordinator 1.00 145,704 151,539 5,835 Overtime 8,000 8,000 Payout (vacation and sick excess hours) 43,500 19,536 (23,964) Stand-bv 60,700 60,700 - DEPARTMENT TOTALS 8.00 $ 1,114,091 $ 1,154,073 $ 39,982 1 of 8 CITY OF VERNON Fund 055 Department 9100 - UP Fund Electrical Engineering Budget Detail 2020-2021 DEPARTMENT: 055.9100 ENGINEERING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments REVENUES: 464000 Joint Pole Revenue 350,000 350,000 (350,000) 350,000 450121 Construction Revenue 1,000,000 1,000,000 (1,000,000) 1,000,000 Rplanet Earth - Added Facilities Charges (To be received) 469300 Reserve Applied - - - Rplanet Earth - Added Facilities Charges (Already received) TOTAL REVENUES 1,350,000 - 1,350,000 - (1,350,000) 1,350,000 SALARIES 501010 Salaries - Regular 975,550 1,038,438 62,888 (975,550) 1,038,438 Alocation to Dept 8100. Salaries - Premiums 130,541 107,635 (22,906) (130,541) 107,635 Union change in standby pay rotation through crew, USOP, vacation & sick excess payout. 501012 Salaries - O.T. 8,000 8,000 - (8,000) 8,000 FY2016 Budget based on most recent 26 pay. 501020 TOTAL SALARIES 1,114,091 1,154,073 39,982 (1,114,091) 1,154,073 BENEFITS 502020 Retirement 286,637 321,157 34,520 (286,637) 321,157 502030 Insurance Premiums -Medical 136,259 152,958 16,699 (136,259) 152,958 502060 FICA Taxes 16,154 16,734 580 (16,154) 16,734 TOTAL BENEFITS 439,050 490,849 51,799 (439,050) 490,849 SUPPLIES/SERVICES 520000 Supplies 18,000 18,000 - (18,000) 18,000 520010 Supplies - IT - - - - 540000 Uniforms 5,000 12,000 7,000 (5,000) 12,000 560000 Utilities 500 500 - (500) 500 570000 Vehicle Expense 7,000 10,000 3,000 (7,000) 10,000 590000 Repairs & Maintenance - - - - 590110 Repair & Maintenance - IT 237,500 255,500 18,000 (237,500) 255,500 Software and liscencing for addiitonal equipment purchased 596200 Professional Services - Other 15,000 15,000 - (15,000) 15,000 596500 Travel 12,000 12,000 (12,000) 12,000 596550 Memberships 2,000 2,000 (2,000) 2,000 2of8 CITY OF VERNON Fund 055 Department 9100 - UP Fund Electrical Engineering Budget Detail 2020-2021 DEPARTMENT: 055.9100 ENGINEERING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Comments 596600 Books & Publications 2,000 2,000 (2,000) 2,000 596700 Training 45,000 45,000 - (45,000) 45,000 Various software and utility practices TOTAL SUPPLIES/SERVICE 344,000 372,000 28,000 (344,000) 372,000 TOTAL EXPENSES 1,897,141 - 2,016,922 119,781 (1,897,141) 2,016,922 CAPITAL REVENUES Grant Revenues Bond Proceeds 9,395,000 CAPITAL 860000 IT Equipment & Software - - - 900000 Capital Outlays 9,675,000 9,395,000 (280,000) (9,675,000) 9,395,000 Scheduled capital projects TOTAL CAPITAL 9,675,000 9,395,000 (280,000) (9,675,000) 9,395,000 3of8 Account No. 520000 - Supplies Name 1 Staples Business Solutions 2 Duron Business Forms 3 Graybar 4 Home Depot 5 ARC 6 Royal Wholesale 7 Walters Technology 8 Current Wholesale CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9100 - ELECTRICAL ENGINEERING SUPPLIES & SERVICES 2020-2021 Detailed FY2020 FY2021 Description Budget Budget General offices supplies Perforated laser sheets forms General Supplies General Supplies General Supplies General Supplies General Supplies General Supplies Account No. 540000 - Uniforms 1 Shoeteria 2 PPE 1 2,000 2,000 1,000 1,000 2,000 2,000 3,000 3,000 3,000 3,000 2,000 2,000 3,000 3,000 2,000 2,000 $ 18,000 $ 18,000 Detailed FY2020 FY2021 Name Description Budget Budget Account No. 560000 - Utilities Steel toe shoes and boots for engineers FIR Gear for Field Inspection 1,050 2,000 5,000 10,000 $ 6,050 $ 12,000 Detailed FY2020 FY2021 Name Description Budget Budget Account No. 570000 - Vehicle Name 1 City Vehicles Engineering Division use of City utilities 500 500 $ 500 $ 500 Detailed FY2020 FY2021 Description Budget Budget Engineering Pool and Utilities Engineering Manager Vehicle 7,000 10,000 Maintenance and Fuel $ 7,000 $ 10,000 4 of 8 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9100 - ELECTRICAL ENGINEERING SUPPLIES & SERVICES 2020-2021 Account No. 590110 - Repair & Maintenance IT Name 1 Survalent Technology 2 Digital Map Products 3 Operation Technology 4 Xerox 5 Milsoft 6 ETAP 7 CAISO Rig Maint/Support 8 AutoCAD 9 GIS - Updates, note pads Detailed FY2020 FY2021 Description Budget Budget SCADA annual maintenance service CITY GIS map data services ETAP upgrade & maintenance services Xerox Corporation maintenance services Milsoft firmware maintenance ETAP Support Rig AutoCAD Annual Support Updates to GIS and purchase of field note pads Account No. 596200 - Professional Services Other 50,000 50,000 75,000 75,000 15,000 15,000 10,000 10,000 1,000 5,000 25,000 25,000 20,000 5,500 5,500 50,000 50,000 $ 231,500 $ 255,500 Detailed FY2020 FY2021 Name Description Budget Budget 1 SCJP Southern California Joint Pole services 15,000 15,000 $ 15,000 $ 15,000 Account No. 596500 - Travel Event FY2020 FY2021 Type Name Budget Budget 1 City Employee Various travel expenses related to utility meetings 12,000 12,000 EUSERC, G.O.95, IEEE, Joint Pole Committee $ 12,000 $ 12,000 Account No. 596550 - Memberships Name IEEE, EUSERC, GO 95, 1 P.E., etc. Membership dues Detailed FY2020 FY2021 Description Budget Budget 2,000 2,000 $ 2,000 $ 2,000 5 of 8 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9100 - ELECTRICAL ENGINEERING SUPPLIES & SERVICES 2020-2021 Account No. 596600 - Books & Publications Name ANSI, IEEE and Technical Specs. Detailed FY2020 FY2021 Description Budget Budget Engineering and technical articles and standards 2,000 2,000 $ 2,000 $ 2,000 Account No. 596700 - Training Event FY2020 FY2021 Name Budget Budget 1 SCPPA, Fred Pryor, SCADA, e City Employee training: Engineering, SCADA, 45,000 45,000 Safety, system protection, and employee development $ 45,000 $ 45,000 6 of 8 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9100 - ELECTRICAL ENGINEERING REVENUES 2020-2021 Account No. 464000 - Joint Pole Revenue Name Detailed FY2020 FY2021 ascription Budget Budget 1 Joint Pole Association Fees collected for attachments made to Vernon owned poles by 350,000 350,000 ATT, LADWP, SCE and other communication companies 2 Lease Agreements Pole Attachment Lease Agreements $ 350,000 $ 350,000 7of8 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9100 - ELECTRICAL ENGINEERING CAPITAL 2020-2021 Account No. 900000 - Capital Outlays Name FY2020 Budget FY2021 Budget 1 Engineering Support Contract Svcs (Leonis Transformer bank Replacement) 150,000 150,000 2 Leonis Substation Transformer Upgrades Bank No. 3 Conversion - - Bank No. 4 Replacement - 750,000 Bank No. 5 Replacement 1,300,000 750,000 Bank # 2 Replacement 1,000,000 - Bank No. 1 Replacement - 1,500,000 3 Engineering Support Contract Services (Vernon Aux Bank #6 & 7) 300,000 - 4 Vernon 66/7KV Bank #2 Replacement/Oil Containment 50,000 - 5 Vernon Substation Improvements, Aux 6&7 Replacement, UPS 1 & 2 50,000 1,100,000 6 Vernon Substation Relay replacement and Arc Flash Improvements 200,000 100,000 7 Relay replacement and Arc Flash Improvements at Ybarra Substation 100,000 20,000 8 Engineering Support Contract Services (New West substation) 200,000 - 9 Construction of a new West Side Substation - 10 Construction of a new BNSF Substation - - 11 7 to 16 KV Voltage Conversion 1,500,000 500,000 12 54th Street 7KV rebuilt/Soto Street UG Improvements 700,000 - 13 Hi Voltage Cable Replacement - Vernon Substation Getaways 500,000 750,000 14 New electric system extensions and new customer connections 400,000 600,000 15 Department portion of 16 KV Consumer Substation Upgrades/R.P.E. 100,000 100,000 16 Street paving for Public Works due to V&G underground construction in the public right-of-way. 150,000 150,000 17 Distribution Capacitor Banks and Controls/Smart Grid/Reclosers 300,000 200,000 18 Underground Distribution Switch Replacement 100,000 100,000 19 SCADA and Communications System Network Management 100,000 500,000 20 Dist. System Improvements related to Frontage Improvements 200,000 200,000 21 Street Lighting - HPS Conversion to L.E.D. 200,000 200,000 22 Equipment purchases (transformers, switches) 500,000 500,000 23 Water Department Projects well sites and pumping stations 250,000 250,000 24 Deteriated Wood Pole Replacement 800,000 800,000 25 Leonis Substation Relay replacement and improvements 100,000 100,000 26 Leonis Substation Augmentation of 66 KV Relays 25,000 25,000 27 Vernon Substation Sync Check System 200,000 25,000 28 Vernon Substation and Ybarra Substation Digital Fault Recorders 200,000 25,000 TOTAL 9,675,000 9,395,000 8of8 CITY OF VERNON Budget Summary 2020-2021 DEPARTMENT: 055.9200 RESOURCE PLANNING A B c C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) TOTAL REVENUES $ 33,719,362 $ $ 32,658,143 $ (1,061,219) $ (33,719,362) $ 32,658,143 EXPENSES: SALARIES $ 1,050,237 $ - $ 685,441 $ (364,796) $ (1,050,237) $ 685,441 BENEFITS 408,596 - 277,248 (131,348) (408,596) 277,248 SUPPLIES/SERVICES 131,495,816 - 133,028,656 1,532,840 (131,495,816) 133,028,656 TOTAL EXPENSES $ 132,954,649 $ $ 133,991,345 $ 1,036,696 $ (132,954,649) $ 133,991,345 CAPITAL EMPLOYEE TITLE FTE Salaries Budget Salaries Budget Increase (Decrease) Associate Resource Scheduler 1.00 $ 240,914 $ 132,232 $ (108,682) Intergrated Resource Manager - 257,972 - (257,972) Principal Resource Scheduler / Trader 2.00 307,259 349,779 42,520 Resource Planner - 125,692 - (125,692) Settlement Analyst [0000] 1.00 - 102,432 102,432 Overtime 8,500 8,500 - Payout (vacation and sick excess hours) 39,900 22,498 (17,402) Stand-by 70,000 70,000 DEPARTMENT TOTALS 4.00 $ 1,050,237 $ 685,441 $ (364,796) 1 of 12 CITY OF VERNON Fund 055 Department 9200 - L&P Fund Resource Planning Department Budget Detail 2020-2021 DEPARTMENT: 055.9200 RESOURCE PLANNING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Explanation REVENUES: 450011 Sale of Resource Adequacy capacity - Whole: 3,137,694 4,841,583 1,703,889 (3,137,694) 4,841,583 The City has excess local resources adequacy capacity from 450015 RA Capacity Sales - - - - 450022 Transportation Revenue- COV Retail 426,888 582,863 155,975 (426,888) 582,863 Transportation provided to Gas Fund. 450026 Natural Gas Sales - COV Retail 8,427,093 7,846,559 (580,534) (8,427,093) 7,846,559 Market gas sold to Gas Fund, reflects lower gas prices from 450027 Natural Gas Sales - Prepaid/COV Retail - - - 450028 Natural Gas Sales - Prepaid/SMUD Wholesal, 11,636,245 8,390,076 (3,246,169) (11,636,245) 8,390,076 Reflects lower market prices from last year and contract 450030 ARB Allocated Allowance 5,997,775 6,358,033 360,258 (5,997,775) 6,358,033 ARB allocates free GHG allowances to load serving entities such as the City of Vernon to minimize the rate impact of 450031 Renewables Transactions - - - - In order to align the accounting with the actual cash flow, this amount is netted with the cost of renewable energy purchases. 450340 Transmission Revenue 2,593,667 3,139,029 545,362 (2,593,667) 3,139,029 The City's Transmission Revenue Requirement is a pass - through of its transmission service contract costs with SCE and LADWP. The Budget reflects increased Transmission Revenue Requirement due to an increase in SCE's transmission service cost. 500162 Biomethane Option Agreement Settlement 1,500,000 1,500,000 - (1,500,000) 1,500,000 The City and its biomethane suppliers entered into an Biomethane Option Agreement pursuant to which the suppliers sell the biomethane into the transportation market where its more profitable at this time and the City purchases cheaper renewable energy from the market. On a quarterly basis, the parties settle the results of the transactions and share the benefits resulting from the transactions. The budget reflects lower revenues received from settlement of the Biomethane Option Agreements due to the tightening of the market between the fuel and RINs prices. TOTAL REVENUES 33,719,362 32,658,143 (1,061,219) (33,719,362) 32,658, 443 SALARIES Salaries - Regular 865,391 529,616 (335,775) (865,391) 529,616 Initial Budget cost of living and merit increase has been 501010 proposed. Staff reallocation Salaries - Premiums 176,346 147,325 (29,021) (176,346) 147,325 Union change in standby pay rotation through crew, USOP, 501012 vacation & sick excess payout. 501020 Salaries - O.T. 8,500 8,500 (8,500) 8,500 FY2016 Budget based on most recent 26 pay. TOTAL SALARIES 1,050,237 685,441 (364,796) (1,050,237) 685,441 BENEFITS 502020 Retirement 266,793 174,083 (92,710) (266,793) 174,083 Retirement contribution for Robin Tolmasoff included 502030 Insurance Premiums - Medical 126,575 93,226 (33,349) (126,575) 93,226 502060 FICA Taxes 15,228 9,939 (5,289) (15,228) 9,939 TOTAL BENEFITS 408,596 277,248 (131,348) (408,596) 277,248 PZ75M CITY OF VERNON Fund 055 Department 9200 - L&P Fund Resource Planning Department Budget Detail 2020-2021 DEPARTMENT: ■ _ 055.9200 RESOURCE PLANNING SUPPLIES/SERVICES 500150 Energy 500154 Renewable Energy 500160 Natural Gas Expense 500162 Biomethane Fuel A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Explanation 26,854,302 24,562,699 (2,291,603) (26,854,302) 24,562,699 decreased cost of energy reflects various factors such as: decreased CAISO charges related to energy transactions due to market prices decrease for electricity and natural gas, increased PPTA payment to MGS owner due to annual price escalation, additional energy purchases due to expected load increase by Matheson and a small load increase projection for all other customers. 6,811,206 9,040,612 2,229,406 (6,811,206) 9,040,612 The main difference in this year budget is the netting of revenues received from the CAISO for renewable energy scheduled into the tCAISO with the cost of renewable energy cost. Pursuant to the California RIPS regulation, the annual compliance requirement increases every year. The City procures long-term and short term renewable energy contracts to cmply with the requirement. The budger reflects the cost of three long-term renewable contracts that became effective starting January 2017 and the cost of additional short-term purchases to meet the cost of increased RIPS compliance target. In addition, the City and its biomethane suppliers entered into an Biomethane Option Agreement pursuant to which the suppliers sell the biomethane into the transportation market where its more profitable at this time and the City purchases cheaper renewable energy from the market. The budget reflects the cost of renewable energy to replace the biomethane the City is not receiving at this time and the additional compliance requirement for the year. . 28,668,116 26,237,607 (2,430,509) (28,668,116) 26,237,607 decreased cost of natural gas reflects lower natural gas prices the market is currently trading for the upcoming year compared to the prior year. (2,500,000) - 2,500,000 2,500,000 - The City and its biomethane suppliers entered into an Biomethane Option Agreement pursuant to which the suppliers sell the biomethane into the transportation market where its more profitable at this time and the City purchases cheaper renewable energy from the market. The City plans to exercise the Biomethane Option Agreement for the upcoming year. The budget reflects no delivery of biomethane in the upcoming year. The renewable energy budget reflects additional purchases to replace the biomethane fuel that will not be delivered in the upcoming years. Will CITY OF VERNON Fund 055 Department 9200 - L&P Fund Resource Planning Department Budget Detail 2020-2021 DEPARTMENT: 055.9200 RESOURCE PLANNING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Explanation 500163 Greenhouse Gas Cost 3,990,418 4,269,393 278,975 (3,990,418) 4,269,393 In ourder to comply with the California Global Warming Solutions Act of 2006 (AB 32) requirements for electricity generated from fossil fuels and un-specified energy imported into California from out -of -State, the City purchases greenhouse gas credits for MGS and for imported power. The budget for the upcoming reflects staffs expectation of lower generation from MGS and a decrease in imported power needs. However, due to approximately 7 annual increase in the cost of GHG credit prices, the budget is slightly higher than the prior year. 500170 Transmission - Firm 17,014,674 16,630,193 (384,481) (17,014,674) 16,630,193 SCE transmission service rates have decreased while the CAISO transmission access charge have increased from the prior year. The Budget reflects the SCE charges and increased transmission access charge by the CAISO. 500180 Capacity 46,820,978 47,884,660 1,063,681 (46,820,978) 47,884,660 Decreased budget reflects lower capacity cost due to the termination of the Hoover Contract for Differennce (CFD) between the City and Bicent effective September 30, 2017. 500190 Ancillary Services 758,298 745,878 (12,420) (758,298) 745,878 California's push for higher RPS requirement have lead to a surplus of generation, mostly from solar and wing, during certain hours of the day. As a result, the cost of ancillary services has been increasing as more and more flexible resources are needed to standby to replace intermittent resources such as solar and wind. The budget reflects higher ancilliary service requirement due to increased load (primarily Matheson) and higher prices for ancillary service due to the surplus renewables energy geneartion. 500210 Grid Management Charges 746,389 806,826 60,437 (746,389) 806,826 500240 Ferc Filing Charges 74,763 141,821 67,058 (74,763) 141,821 500260 Dispatching Inter 17,100 7,108 (9,992) (17,100) 7,108 520000 Supplies 4,410 4,200 (210) (4,410) 4,200 550000 Advertisement & Promotion 1,000 1,000 - (1,000) 1,000 550022 Natural Gas Transportation Costs 1,605,468 1,949,148 343,681 (1,605,468) 1,949,148 Souther California Gas Company gas transportation rate is higher than the previous year. 560010 Utilities - IT - 10,000 10,000 10,000 590000 Repair & Maintenance 10,848 10,848 - (10,848) 10,848 590110 Repair & Maintenance IT - - - - Budgeting for IT supplies and services is moved to IT department 593200 Professional Services - Legal 150,000 350,000 200,000 (150,000) 350,000 595200 Professional Services - Technical - - 4of12 CITY OF VERNON Fund 055 Department 9200 - L&P Fund Resource Planning Department Budget Detail 2020-2021 DEPARTMENT: 055.9200 RESOURCE PLANNING A B C C-A B-A C-B FY2020 FY2020 FY2021 Increase Increase Increase Budget Forecast Budget (Decrease) (Decrease) (Decrease) Explanation 596200 Professional Services - Other 443,850 352,666 (91,184) (443,850) 352,666 Budget decreased due to a delay of additional software services for on -going IRP administration. It also reflects annual escalatio to the Settlecore services for energy settlement and reporting software services. 596500 Travel 9,996 9,996 (9,996) 9,996 596550 Membership Dues 2,000 2,000 (2,000) 2,000 596600 Books & Publications 2,004 2,004 (2,004) 2,004 596700 Training 9,996 9,996 (9,996) 9,996 596706 Electric Rebate Program TOTAL SUPPLIES/SERVICES 131,495,816 133,028,656 1,532,840 (131,495,816) 133,028,656 TOTAL EXPENDITURES CAPITAL 900000 Capital Outlays TOTAL CAPITAL 132,954,649 133,991,345 1,036,696 (132,954,649) 133,991, 445 611175 a CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9200 - RESOURCE PLANNING SUPPLIES & SERVICES 2020-2021 Account No. 500150 - Energy Name Detailed Description FY2020 Budget FY2021 Budget 1 MGS MGS Energy Payment (PPTA) $3,742,917 $3,356,115 2 Palo Verde Palo Verde variable cost component 879,445 918,810 3 Hoover Hoover Energy Cost- CES Credit 334,360 250,891 4 MGS Heat Rate Bonus MGS Heat Rate Bonus 300,000 360,000 5 WSPP FIRM ENERGY PURCHASES 6 WSPP Purchase Market Purchase / Balance of Load 19,077,412 17,071,904 7 WSPP Purchase Market Purchase / Variable - 8 CAISO ISO MISC Charges 2,520,168 2,604,979 $26,854,302 24,562,699 Account No. 500154 - Renewable Energy Credit Detailed FY2020 FY2021 Description Amount Budget 1 WSPP Purchase Renewable Energy credit - - 2 Renewable Contracts /WSPP Purchase Renewable Energy less CAISO Credits 6,811,206 9,040,612 6,811,206 9,040,612 Account No. 500160 - Natural Gas Expense Detailed FY2020 FY2021 Name Description Amount Budget 1 Malburg Generating Station, Gas Retail Gas purchases for MGS and H. Gonzales Turbine, Gas Retail $20,241,023 18,391,048 2 Retail Gas Gas purchases for Gas Retail 8,427,093 7,846,559 28,668,116 26,237,607 Account No. 500162 - Biomethane Fuel Detailed FY2020 FY2021 Description Amount Amount 1 Element Markets/ Clean Energy Biomethane Fuel (2,500,000) (2,500,000) Account No. 500163 - Greenhouse Gas Cost 1 MGS / Imported Energy Greenhouse Gas Cost Detailed FY2020 FY2021 Description Amount Budget 3,990,418 4,269,393 3,990,418 4,269,393 6of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9200 - RESOURCE PLANNING SUPPLIES & SERVICES 2020-2021 Account No. 500170 - Transmission Firm Detailed FY2020 FY2021 Name Description Amount Budget 1 CAISO Transmission Access Charge 13,885,932 13,885,932 2 SCE Mead -Laguna Bell 1,798,742 1,516,320 3 SCE Victorville-Lugo-Vemon 759,132 641,520 4 SCE Laguna -Bell Interconnection 296,028 296,028 5 LADWP Adelanto to Midpoint VV-Lugo 262440 265,064 SCE Added Facilities Charge (MGS RTLI, Td-Gas)-Interconection 10,200 6 Cal-PX Cal-Pxwind-up cost 12,400 $15,128.64 17, 014, 674 16, 630,193 Account No. 500180 - Capacity Name Detailed Description FY2020 Amount FY2021 Budget 1 MGS MGS Capacity Payment (PPTA) 43,158,720 44,331,537 2 Hoover Hoover Capacity Cost-CES Credit 334,360 369,122 3 Hoover 4 Hoover Hoover -Uprating Credit Payment- CFD - 5 Palo Verde Palo Verde Capacity (minimum cost) 3,227,898 3,084,000 6 SCPPA SCPPA - Project stabilization Fund 100,000 100,000 46,820,978 47,884,660 Account No. 500190 - Ancillary Services IN Detailed FY2020 FY2021 Description Amount Budget 1 CAISO Spinning Reserve, non -spinning reserve, regulation up, regulation down, replacement reserve 758,298 745,878 758,298 745,878 Account No. 500210 - Grid Management Charges Name Detailed escriotion FY2020 FY2021 Amount Budget 1 CAISO CAISO GRID MANAGEMENT CHARGE 746,389 806,826 746,389 806,826 Account No. 500240 - Ferc Filing Charges Detailed FY2020 FY2021 Name Description Amount Budget 1 CAISO ISO - FERC FEES 2 CAISO ISO- NERC/WECCFEES 74,763 141,821 74,763 141,821 7of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9200 - RESOURCE PLANNING SUPPLIES & SERVICES 2020-2021 Account No. 500260 - Dispatching Inter Detailed FY2020 FY2021 Name Description Amount Budget 1 DWP Scheduling & Dispatching Fee-DWP and SCE Interconnections 17,100 7,108 17,100 7,108 Account No. 520000 - Supplies Detailed FY2020 FY2021 Name Description Amount Budget 1 Staples Department Supplies and Services 4,410 4,200 General purchases from staples for pens, pecils,binders,paper clips, writing pads, markers, etc. 4,410 4,200 Account No. 550000 - Advertisement & Promotion Detailed Name FY2020 FY2021 Amount Budget 1 Vernon Sun Newspaper or Other Advertisement (Rates, TRBAA, etc..) 1,000 1,000 1,000 1,000 Account No. 560010 - Utilities IT Detailed FY2020 FY2021 Name Description Amount Budget 1 AT&T One Net Telecommunication Charges 5,000 2 AT&T Business Telecommunication Charges 5,000 10,000 Account No. 550022 - Natural Gas Transportation Cost Detailed FY2020 FY2021 Name Description Amount Budget 1 SoCal Gas Company Gas Transportation, MGS, and Gas Transportation, H. Gonzales Units, Ret 1,605,468 1,949,148 Account No. 593200- Legal 1 Specialized Legal Services 1,605,468 1,949,148 Detailed FY2020 FY2021 Name Description Amount Budget Legal Services 150,000 350,000 150,000 350,000 8of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9200 - RESOURCE PLANNING SUPPLIES & SERVICES 2020-2021 Account No. 590000 - Repair & Maintenance Detailed FY2020 FY2021 Description Amount Budget 1 City of Vernon City allocated cost 10,848 10,848 10,848 10,848 Account No. 590110 - Repair & Maintenance IT Detailed FY2020 FY2021 Description Amount Budget 1 Stancil Stancil Recording Maintenance (Moved to 055.9200.596200) 2 Settlecore Settlecore Service Software (Moved to 055.9200.596200) Account No. 595200 - Professional Services Technical Detailed FY2020 FY2021 Name Description Amount Budget 1 To be bid Cost of Service and Rate Design 2 To be bid IRP Services W- Account No. 596200 - Professional Services Other Detailed FY2020 FY2021 Name Description Amount Budget 1 ICE ICE 15,300 15,453 2 Bloomberg Bloomberg (Resource & Finance terminal) 24,972 25,726 3 NGI NGI 8,000 8,160 4 Open Access Open Access Technology 9,862 10,137 5 Settlecore Settlement service software 122,500 126,710 6 Stancil recording device service 4,800 4,896 7 to be bid IRP Valuation Software 100,000 8 SCPPA Charges Various SCPPA Service 158,416 161,584 443,850 352,666 Account No. 596500 - Travel Event FY2020 FY2021 Type Name Amount Budget 1 CECICAISOISCPPA CEC Workshops, ISO, SCPPA, CMUA, Hoover 9,996 9,996 9,996 9,996 9of12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9200 - RESOURCE PLANNING SUPPLIES & SERVICES 2020-2021 Account No. 596550 - Membership Dues Detailed FY2020 FY2021 Name Description Amount Budget 1 Various Membership Dues 2,000 2,000 2,000 2,000 Account No. 596600 - Books & Publications Detailed FY2020 FY2021 Name Description Amount Budget 1 NGI Service, technical books Books and Publications 2,004 2,004 2,004 2,004 Account No. 596700 - Training Detailed FY2020 FY2021 Type Description Amount Budget 1 CAISO/SCPPA Training (Gas and Power Trading, ISO Market design) 9,996 9,996 9,996 9,996 10 of 12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9200 - RESOURCE PLANNING REVENUES 2020-2021 Account No. 450011 - Sale of Electricity Wholesale Name Detailed Description 1 Resource Adequacy Capac Wholesale sales of excess local resource adequacy capacity Ancllary Services Wholesale sales Congestion Revenues Congestion Revenue Right (CRR Settlements) Account No. 450031 - RPS Pass- FY2020 FY2021 Budget Budget 1,020,000 3,000,000 1,720,237 1,245,011 397,457 596,572 3,137,694 4,841,583 Detailed FY2020 FY2021 Description Budget Budget CAISO Revenues for renewable energy scheduled into the CAISO grid Account No. 450340 - Transmission Revenue Detailed FY2020 FY2021 Description Budget Budget 1 CAISO Transmission Revenue Requirement 2,593,667 $3,139,029 2,593,667 3,139,029 Account No. 450030 - ARB Allocated Allowance Detailed FY2020 FY2021 Description Budget Budget 1 Air Resource Board ARB from the sale of freely allocated allowances 5,997,775 $6,358,033 5,997,775 6,358,033 Account No.500162 Biomethane Option Agreement Settlement Element Markets /Clean Er Biomethane option agreement settlement 1,500,000 1,500,000 11 of 12 CITY OF VERNON FUND 055 - LIGHT & POWER DEPARTMENT 9200 - RESOURCE PLANNING REVENUES 2020-2021 Account No. 450022 - Transportation Revenue - COV Retail Detailed FY2020 FY2021 Description Budget Budget COV Gas Retail Transportation Revenue - COV Retail 426,888 582,863 426,888 582,863 Account No. 450026 - Natural Gas Sales -COV Retail Detailed FY2020 FY2021 Description Budget Budget COV Gas Retail Natural Gas Sales - COV Retail 8,427,093 7,846,559 8,427,093 7,846,559 Account No. 450027 - Natural Gas Sales - Prepaid/COV Retail Detailed FY2020 FY2021 Description Budget Budget COV Gas Retail Natural Gas Sales - Prepaid/COV Retail Account No. 450028 - Prepaid/SMUD Wholesale SMUD Prepaid/SMUD Wholesale Detailed FY2020 FY2021 Description Budget Budget 11,636,245 8,390,076 11,636,245 8,390,076 12of12 Exhibit B CITY OF VERNON GENERAL FUND FY 2020-21 BUDGET SUMMARY 19-20 20-21 Difference % change Revenue 62,462,694 60,611,009 (1,851,685) -2.96% Other (grants) - 250,000 250,000 Total Available Resources 62,462,694 60,861,009 (1,601,685) Expenditures 59,613,142 61,301,834 1,688,692 2.83% Revenues in excess (under) 2,849,552 (440,825) (3,290,377) REVENUE 19-20 20-21 Difference % change Property Taxes 4,743,626 5,289,751 546,125 11.51% Parcel Taxes 13,971,036 14,321,034 349,998 2.51% Sales and Use 7,854,000 8,250,000 396,000 5.04% Utility Users Tax 12,000,000 11,016,000 (984,000) -8.20% Business License Tax 6,000,000 4,768,500 (1,231,500) -20.53% Other Taxes 115,008 115,008 - 0.00% License and Permits 2,322,627 1,831,367 (491,260) -21.15% Other Government Revenue 4,349,250 3,706,820 (642,430) -14.77% Charges for Service 1,286,499 1,348,724 62,225 4.84% Fines & Forfeitures 200,038 199,788 (250) -0.12% Investment Income 85,000 86,700 1,700 2.00% Other Revenue 944,084 943,455 (629) -0.07% In -lieu Tax 4,925,975 4,995,000 69,025 1.40% Overhead allocation 3,665,551 3,738,862 73,311 2.00% Federal/State Assistance - 250,000 250,000 0.00% Reserve Applied (2,849,552) 440,825 3,290,377 -115.47% Total Revenue 59,613,142 61,301,834 1,688,692 2.83% EXPENDITURES 19-20 20-21 Difference % change Salaries & Benefits 35,485,257 35,175,051 (310,206) -0.87% Maintenance and Operations 18,214,885 19,794,423 1,579,538 8.67% Capital Projects & Equipment 5,913,000 6,332,360 419,360 7.09% Total Expenditures 59,613,142 61,301,834 1,688,692 2.83% SALARIES & BENEFITS 19-20 20-21 Difference % change Salaries 21,201,227 20,313,102 (888,125) -4.19% PERS 8,181,829 7,964,965 (216,864) -2.65% Fringe 6,102,201 6,896,984 794,783 13.02% Total Salaries & Benefits 35,485,257 35,175,051 (310,206) -0.87% Revenue Transfers In Total Available Resources Expenditures Revenues in excess (under) Charges for Service Proceeds from Long -Term Debt Reserves Applied CITY OF VERNON WATER FUND FY 2020-21 BUDGET SUMMARY 19-20 20-21 Difference 10,073,244 17,933,062 7,859,818 10,073,244 17,933,062 7,859,818 18,047,462 16,318,452 (1,729,010) (7,974,218) 1,614,610 9,588,828 REVENUE 19-20 20-21 8,573,244 10,556,377 1,500,000 7,376,685 - (1,614,610) % change 78.03% -9.58% Difference % change 1,983,133 23.13% 5,876,685 391.78% (1,614,610) 0.00% Total Revenue 10,073,244 16,318,452 6,245,208 62.00% EXPENDITURES 19-20 20-21 Difference % change Salaries & Benefits 2,205,476 2,260,153 54,677 2.48% Maintenance and Operations 7,589,986 6,681,614 (908,372) -11.97% Capital Projects & Equipment 8,252,000 7,376,685 (875,315) -10.61% Total Expenditures 18,047,462 16,318,452 (1,729,010) -9.58% SALARIES & BENEFITS 19-20 20-21 Difference % change Salaries 1,511,156 1,525,769 14,613 0.97% PERS 429,985 455,416 25,431 5.91% Fringe 264,335 278,968 14,633 5.54% Total Salaries & Benefits 2,205,476 2,260,153 54,677 2.48% CITY OF VERNON ELECTRIC FUND FY 2020-21 BUDGET SUMMARY 19-20 20-21 Difference % change Revenue 222,206,778 227,848,352 5,641,574 2.54% Transfers In - - - Total Available Resources 222,206,778 227,848,352 5,641,574 Expenditures 231,514,775 221,738,061 (9,776,714) -4.22% Revenues in excess (under) (9,307,997) 6,110,291 15,418,288 REVENUE 19-20 20-21 Difference % change Charges for Service 221,206,778 217,453,352 (3,753,426) -1.70% Proceeds from Long -Term Debt - 9,395,000 9,395,000 0.00% Investment Income 1,000,000 1,000,000 - 0.00% Reserves Applied - (6,110,291) (6,110,291) 0.00% Total Revenue 222,206,778 221,738,061 (468,717) -0.21% EXPENDITURES 19-20 20-21 Difference % change Salaries & Benefits 8,431,654 8,643,070 211,416 2.51 % Maintenance and Operations 212,147,121 202,387,991 (9,759,130) -4.60% Capital Projects & Equipment 10,936,000 10,707,000 (229,000) -2.09% Total Expenditures 231,514,775 221,738,061 (9,776,714) -4.22% SALARIES & BENEFITS 19-20 20-21 Difference % change Salaries 6,054,781 6,118,174 63,393 1.05% PERS 1,513,418 1,606,601 93,183 6.16% Fringe 863,455 918,295 54,840 6.35% Total Salaries & Benefits 8,431,654 8,643,070 211,416 2.51% Revenue Transfers In Total Available Resources Expenditures Revenues in excess (under) Charges for Service Reserves Applied CITY OF VERNON GAS FUND FY 2020-21 BUDGET SUMMARY 19-20 20-21 14,081,125 14,133,775 Difference % change 52,650 0.37% 14,081,125 14,133,775 52,650 14,638,215 13,962,225 (675,990) -4.62% (557,090) 171,550 728,640 REVENUE 19-20 20-21 14,081,125 14,133,775 - (171,550) Difference % change 52,650 0.37% (171,550) 0.00% Total Revenue 14,081,125 13,962,225 (118,900) -0.84% EXPENDITURES 19-20 20-21 Difference % change Salaries & Benefits 819,948 1,011,332 191,384 23.34% Maintenance and Operations 12,693,267 12,680,893 (12,375) -0.10% Capital Projects & Equipment 1,125,000 270,000 (855,000) -76.00% Total Expenditures 14,638,215 13,962,225 (675,991) -4.62% Salaries PERS Fringe Total Salaries & Benefits SALARIES & BENEFITS 19-20 20-21 577,531 700,445 150,697 193,455 91,720 117,432 819,948 1,011,332 Difference % change 122,914 21.28% 42,758 28.37% 25,712 28.03% 191,384 23.34% CITY OF VERNON FIBER OPTIC FUND FY 2020-21 BUDGET SUMMARY 19-20 20-21 Difference % change Revenue 983,220 700,000 (283,220) -28.81% Transfers In - - - Total Available Resources 983,220 700,000 (283,220) Expenditures 673,084 731,837 58,753 8.73% Revenues in excess (under) 310,136 (31,837) (341,973) REVENUE 19-20 20-21 Difference % change Charges for Service 983,220 700,000 (283,220) -28.81 % Reserves Applied - 31,837 31,837 0.00% Total Revenue 983,220 731,837 (251,383) -25.57% EXPENDITURES 19-20 20-21 Difference % change Salaries & Benefits 98,898 107,651 8,753 8.85% Maintenance and Operations 324,186 324,186 - 0.00% Capital Projects & Equipment 250,000 300,000 50,000 20.00% Total Expenditures 673,084 731,837 58,753 8.73% SALARIES & BENEFITS 19-20 20-21 Difference % change Salaries 68,097 72,238 4,141 6.08% PERS 19,203 22,354 3,151 16.41% Fringe 11,598 13,059 1,461 12.60% Total Salaries & Benefits 98,898 107,651 8,753 8.85% CITY OF VERNON Fiscal 2020-2021 Final Budget Summary as of May 14, 2020 Cash Basis Governmental Funds Business -Type Funds Successor Governmental Business -type General Agency Funds Electric Gas Water Fiber Optics Funds City -Wide Fund Funds Total Fund Fund Fund Fund Total Total Note Operating revenues Taxes 43,760,295 5,91 1,113 49,671,408 - - - - - 49,671,408 Special assessments 1,205,000 - 1,205,000 - - - - - 1,205,000 Licenses and permits 1,831,367 - 1,831,367 - - - - - 1,831,367 Fines, forfeitures and penalties 199,788 - 199,788 - - - - - 199,788 Investment income (loss) 86,700 - 86,700 1,000,000 - - - 1,000,000 1,086,700 Intergovernmental revenues 2,501,820 - 2,501,820 - - - - - 2,501,820 Charges for services 1,348,724 - 1,348,724 217,453,351 14,133,775 10,556,377 700,000 242,843,503 244,192,227 Other revenues 943,454 - 943,454 - - - - - 943,454 Total operating revenues 51,877,148 5,911,113 57,788,261 218,453,351 14,133,775 10,556,377 700,000 243,843,503 301,631,764 Operating expenditures General government 14,546,841 250,000 14,796,841 - - - - - 14,796,841 Public safety - Police 11,968,703 - 11,968,703 - - - - - 11,968,703 Public safety - Fire 17,449,210 - 17,449,210 - - - - - 17,449,210 Half -Year City of Vernon Fire & Half -Year LA County Fire Public works 8,513,946 - 8,513,946 - - - - - 8,513,946 Health services 1,490,775 - 1,490,775 - - - - - 1,490,775 Community promotion 500,000 - 500,000 - - - - - 500,000 Community development 500,000 - 500,000 - - - - - 500,000 Principal retirement - 3,105,000 3,105,000 29,520,000 - - - 29,520,000 32,625,000 Interest payment - 2,556,113 2,556,1 13 15,208,498 - - - 15,208,498 17,764,611 Capital outlay 6,332,360 - 6,332,360 10,707,000 270,000 7,376,685 300,000 18,653,685 24,986,045 Cost of sales - - 158,166,930 13,692,225 8,343,537 431,837 180,634,529 180,634,529 Total operating expenditures 61,301,835 5,911,113 67,212,948 213,602,428 13,962,225 15,720,222 731,837 244,016,712 311,229,660 Net operating surplus (deficit) (9,424,687) - (9,424,687) 4,850,923 171,550 (5,163,845) (31,837) (173,209) (9,597,896) Non -operating revenues (expenditures) Proceeds from long-term debt - - - 9,395,000 - 7,376,685 - 16,771,685 16,771,685 In -lieu tax transfer in (out) 4,995,000 - 4,995,000 (4,995,000) - - - (4,995,000) - Overhead allocation in (out) 3,738,862 - 3,738,862 (3,140,632) - (598,230) - (3,738,862) - Total non -operating revenues (expenditures) 8,733,862 - 8,733,862 1,259,368 - 6,778,455 - 8,037,823 16,771,685 Extraordinary items Estimated Fed/State assistance 250,000 - 250,000 - - - - - 250,000 Pending Federal assistance Reserves applied 440,825 - 440,825 (6,110,291) (171,550) (1,614,610) 31,837 (7,864,614) (7,423,789) Total extraordinary items 690,825 - 690,825 (6,110,291) (171,550) (1,614,610) 31,837 (7,864,614) (7,173,789) Net increase (decrease) - - - - - - - - - CITY OF VERNON EXPENDITURE BUDGET 2020-2021 FY2021 FY2021 FY2021 FY2021 FY2021 SUPPLIES/ CAPITAL DEPARTMENT SALARIES BENEFITS SERVICES OUTLAY TOTAL CITY COUNCIL CITY ADMINISTRATION CITY ATTORNEY CITY CLERK FINANCE HUMAN RESOURCES COMMUNITY PROMOTION COMMUNITY DEVELOPMENT INFORMATION TECHNOLOGY SUB -TOTAL ADMIN HEALTH/ENVIRONMENTAL CTRL SUB -TOTAL HEALTH POLICE FIRE SUB -TOTAL SAFETY ADMIN-ENGR-PLANNING BUILDING DEPARTMENT PUBLIC WORKS INDUSTRIAL DEVELOPMENT CITY GARAGE CITY WAREHOUSE CITY HOUSING CITY BUILDINGS SUB -TOTAL COMM SER TOTAL GENERAL FUND TOTAL GENERAL FUND RDA OBLIGATION RETIREMENT FUND UTILITIES WATER FUND WATER OPERATIONS RECYCLED WATER SUB -TOTAL WATER LIGHT & POWER FIELD OPERATIONS SYSTEM DISPATCH STATION A TRANS/DISTRIBUTION BUILDING MAINTENANCE CUSTOMER SERVICE ADMINISTRATION ELECTRICAL ENGINEERING RESOURCE MANAGEMENT ENERGY MANAGEMENT SUB -TOTAL L & P GAS FIBER -OPTICS TOTAL UTILITIES GRAND TOTAL $ 152,217 $ 67,671 $ 39,984 $ - $ 259,872 596,747 259,838 128,371 - 984,956 309,480 170,989 653,500 - 1,133,969 348,548 155,152 92,500 - 596,200 1,310,506 602,019 1,194,835 - 3,107,360 645,646 3,513,573 403,890 - 4,563,109 - - 500,000 - 500,000 - - 500,000 - 500,000 701,848 309,639 1,425,474 1,040,000 3,476,961 4,064,992 5,078,881 4,938,554 1,040,000 15,122,427 769,208 380,367 341,200 - 1,490,775 769,208 380,367 341,200 - 1,490,775 7,079,452 4,446,725 442,526 272,200 12,240,903 4,310,568 2,818,869 10,319,773 1,780,160 19,229,370 11,390,020 7,265,594 10,762,299 2,052,360 31,470,273 1,832,047 919,931 1,660,180 1,730,000 6,142,158 592,942 278,025 738,250 - 1,609,217 443,059 277,541 5,840 - 726,440 - - 51,480 - 51,480 338,590 178,867 274,500 60,000 851,957 323,113 197,223 10,950 95,000 626,286 163,181 94,028 134,200 205,000 596,409 395,950 191,492 876,970 1,150,000 2,614,412 4,088,882 2,137,107 3,752,370 3,240,000 13,218,359 $ 20,313,102 $ 14,861,949 $ 19,794,423 $ 6,332,360 $ 61,301,834 $ 20,313,102 $ 14,861,949 $ 19,794,423 $ 6,332,360 $ - - 5,911,113 - 61,301,834 5,911,113 1,525,769 734,384 6,681,614 7,376,685 16,318,452 1,525,769 734,384 6,681,614 7,376,685 16,318,452 703,244 260,123 512,728 687,000 2,163,095 1,907,683 713,185 825,214 65,000 3,511,082 - - 808,045 115,000 923,045 - - 8,127,432 - 8,127,432 62,884 44,192 298,000 235,000 640,076 351,079 184,687 368,800 120,000 1,024,566 1,214,550 539,607 57,332,116 90,000 59,176,273 1,154,073 490,849 372,000 9,395,000 11,411,922 685,441 277,248 133,028,656 - 133,991,345 39,220 15,005 715,000 - 769,225 6,118,174 2,524,896 202,387,991 10,707,000 2219738,061 700,445 310,887 12,680,893 270,000 13,962,225 72,238 35,413 324,186 300,000 731,837 8,416,626 $ 28,729,728 3,605,580 $ 18,467,529 222,074,683 $ 2475780,219 18,653,685 $ 24,986,045 252,750,574 $ 319,963,521 EXHIBIT "A" Page 7 of 10 CITY OF VERNON ESTIMATED REVENUES 2020-2021 Object FY2021 GOVERNMENTAL FUND TYPES GENERAL FUND 400110 SECURED PROPERTY TAX -CURRENT $ 4,440,918 400210 PRIOR YEAR SECURED $ (8,831) 400310 REAL PROPERTY TRANSFER TAX $ 242,299 400311 B N S F $ 624,792 400500 PROPERTY TAX -INTEREST & PENALTIES $ 7,728 400610 PROP "A" FUNDS $ 4,340 400630 PROP "C" FUNDS $ 3,600 400700 HOMEOWNERS' PROPERTY TAX EXEMPTION $ 17,221 400820 PUBLIC SAFETY AUGMENTATION FUND $ 1,877 400900 PARCEL TAXES - WAREHOUSE $ 12,125,874 400950 PARCEL TAXES - SAFETY $ 2,195,162 401000 UTILITY USERS TAX $ 11,016,000 401200 SALES AND USE TAX $ 8,250,000 401205 MEASURE W LOCAL RETURN (STORMWATER) $ 940,000 401206 MEASURE R LOCAL RETURN $ 2,700 401207 MEASURE M LOCAL RETURN $ 3,060 401208 ROAD MAINTENANCE AND REHAB - SB1 $ 3,459 401209 TDA ARTICLE 3 $ 5,000 401600 ADMINISTRATIVE FEES - SB2557 $ (36,252) 401650 STATE FEE - S131186 $ 1,100 407500 GAS TAX 2103 $ 1,783 407510 GAS TAX 2105 $ 1,163 407600 GAS TAX 2106 $ 5,487 407700 GAS TAX 2107 $ 1,527 407800 GAS TAX 2107.5 $ 1,000 410100 BUSINESS LICENSES $ 4,768,500 410210 BUILDING PERMITS $ 769,650 410211 FIRE PERMIT FEES $ 22,500 410212 ALARM PERMITS $ 11,690 410240 PUBLIC HEALTH PERMITS $ 325,000 410250 HEALTH PERMIT LATE FEES $ 3,000 410260 CUPA PERMIT FEES $ 600,000 410265 CUPA PERMIT LATE FEES $ 6,000 410270 FILMING PERMITS $ 2,500 410271 SPECIAL EVENT PERMIT FEES $ 600 410280 CONDITIONAL USE PERMITS $ 13,927 410290 ISSUANCE FEE $ 19,000 410300 FRANCHISES AND AGREEMENTS $ 115,008 410310 SOLID WASTE FRANCHISE FEES $ 1,200,000 410320 SOLID WASTE FRANCHISE LATE FEES $ 5,000 410400 CLOSURE REVIEW FEES $ 2,500 410410 PLAN CHECK REVIEW FEES $ 20,000 410416 CUPA PLAN CHECK REVIEW FEES $ 5,000 410420 CALARP REVIEW FEES $ 5,000 410430 ANNUAL BUSINESS FIRE INSPECTION $ 100,000 410460 ANNUAL BUSINESS FIRE RE-INSPECITON $ 1,500 EXHIBIT "B" Page 8 of 10 CITY OF VERNON ESTIMATED REVENUES 2020-2021 Object FY2021 410470 FIVE YEAR SPRINKLER SYSTEM TESTING $ 4,250 410480 FALSE ALARM FEES $ 27,500 410490 FIRE EXTINGUISHER TRAINING $ 200 420100 VEHICLE CODE FINES $ 60,000 420110 OTHER VEHICLE FINES $ 20,000 420130 VEHICLE INSPECTION FEE $ 4,000 420510 PARKING CITATIONS $ 30,000 420515 FRANCHISE TOWING FEES $ 15,000 420520 COMMUNITY SERVICES INCOME $ 37,000 420525 IMPOUNDED VEHICLE RELEASE FEES $ 3,000 420530 DUI VEHICLE RELEASE FEES $ 3,000 420535 REPOSSESSED VEHICLE RELEASE FEE $ 300 430110 INVESTMENT INCOME $ 86,700 431000 RENTS $ 528,920 440100 GRANT REVENUE $ 1,267,931 441010 COPS - SLESF FUNDS $ 100,000 442001 MOTOR VEHICLE IN -LIEU TAX $ 8,670 450110 FIRE SERVICE $ 20,000 450120 ENGINEERING INSPECTION FEES $ 70,000 458000 GENERAL CITY ADMINISTRATIVE SERVICES $ 3,738,862 459030 GROUP MEDICAL REVENUE $ 228,257 461100 MISCELLANEOUS AND PENALTIES $ 53,988 461300 FREE SALES CERTIFICATE FEES $ 25,000 466000 P.O.S.T. REIMBURSEMENT $ 1,000 466200 PLAN CHECK FEES $ 446,330 466220 GREEN BUILDING STANDARDS FEE $ 10,262 466230 ANNUAL FEE $ 1,000 466600 COPIES AND PUBLICATIONS $ 18,425 466700 BACKFLOW CERTIFICATES $ 20,000 466900 MISCELLANEOUS $ 269,517 467000 STRIKE TEAM REIMBURSEMENT $ 50,000 467100 EMS REIMBURSEMENT $ 100,000 468400 VARIANCES $ 6,597 469300 RESERVE APPLIED $ 440,825 499700 CREDIT FOR GARAGE WORK ORDERS $ 375,000 600910 OTHER INCOME $ 387,920 630055 LIGHT AND POWER IN -LIEU TAX $ 4,995,000 TOTAL GENERAL FUND 61,301,834 FIDUCIARY FUND 022 RDA/SUCCESSOR AGENCY TAX INCREMENT $ 5,911,113 SUB -TOTAL FIDUCIARY FUND 5,911,113 TOTAL GOVERNMENTAL TYPE FUNDS 67,212,947 EXHIBIT "B" Page 9 of 10 CITY OF VERNON ESTIMATED REVENUES 2020-2021 Object FY2021 PROPRIETARY FUND TYPES WATER DEPARTMENT 020 WATER - REVENUES $ 10,556,377 020 WATER - PROCEEDS FROM LONG-TERM DEBT $ 7,376,685 020 WATER - RESERVES APPLIED $ (1,614,610) LIGHT AND POWER 055 LIGHT AND POWER - REVENUES $ 218,453,351 055 LIGHT AND POWER - PROCEEDS FROM LONG-TERM DEBT $ 9,395,000 055 LIGHT AND POWER - RESERVES APPLIED $ (6,110,291) FIBER -OPTICS 057 FIBER -OPTICS - REVENUES $ 700,000 057 FIBER -OPTICS - RESERVES APPLIED $ 31,837 GAS UTILITY 056 GAS - REVENUES $ 14,133,775 056 GAS - RESERVES APPLIED $ (171,550) SUB -TOTAL PROPRIETARY FUNDS 252,750,574 GRAND TOTAL ALL FUNDS $ 319,963,521 EXHIBIT "B" Page 10 of 10 RESOLUTION NO. 2020-14 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON ADOPTING THE APPROPRIATION LIMIT FOR FISCAL YEAR 2020-2021, PURSUANT TO GOVERNMENT CODE SECTION 7910 SECTION 1. Recitals. A. Government Code Section 7910 (GANN initiative) requires the governing body of each local jurisdiction to establish, by resolution, an appropriation limit for each fiscal year. B. On November 6, 1979, California voters approved the Gann Limit, requiring each government jurisdiction to establish its annual appropriate limit for the coming year. C. On June 5, 1990, the voters of the State of California passed Proposition 111, which allows the City to use either growth in California per capita income or growth in non-residential assessed valuation due to new construction within the City as the annual inflation factor; and either the growth in City or County population for the population factor. D. The City calculated its appropriation limit based on the non-residential assessed valuation due to new construction as its annual inflation factor and the County's population growth as its annual population growth factors for Fiscal Year 2017-2018, 2018-2019, 2019-2020, and 2020-2021. E. The documentation used in the determination of the appropriation limit has been made available for inspection by the public fifteen (15) days prior to the hearing. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 2. The City Council of the City of Vernon hereby finds and determines that the above recitals are true and correct. SECTION 3. The City Council hereby establishes $1,562,357,724 as the amount of the appropriation limit for fiscal year 2020-2021, in accordance with the provisions of Government Code Section 7910. The computation for fiscal year 2020-2021 is as follows: 2020-2021 APPROPRIATION LIMIT CALCULATION 2019-2020 Appropriation Limit $1,217,370,695 Increase in Nonresidential Construction 28.48% Los Angeles County population change -0.11 % 1.2848 x 0.9989= $1,562,357,724 Resolution No. 2020-14 Page 2of2 SECTION 4. The City Council approved the Fiscal Year 2020-2021 Budget by adoption of a resolution, which did not exceed the appropriation limit for Fiscal Year 2020- 2021. SECTION 5. The City Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions. APPROVED AND ADOPTED this 2nd day of June, 2020. LETICIA LOPEZ, Mayor ATTEST: LISA POPE, City Clerk (seal) APPROVED AS TO FORM: ARNOLD ALVAREZ-GLASMAN, Interim City Attorney F 14T ao 41 1Z a� x W II! n a ►� DEPARTMENT OF c�L1roRH0P F I N A N C E OFFICE OF THE DIRECTOR May 2020 Dear Fiscal Officer: GAvIN NEWMOM . GOVERNOR STATE CAPITOL ■ ROOM 1 1 45 ■ SACRAMENTO CA ■ 95814-4998 ■ WWW.00F.CA.GOV Subject: Price Factor and Population Information Appropriations Limit California Revenue and Taxation Code section 2227 requires the Department of Finance to transmit an estimate of the percentage change in population to local governments. Each local jurisdiction must use their percentage change in population factor for January 1, 2020, in conjunction with a change in the cost of living, or price factor, to calculate their appropriations limit for fiscal year 2020-21. Attachment A provides the change in California's per capita personal income and an example for utilizing the price factor and population percentage change factor to calculate the 2020-21 appropriations limit. Attachment B provides the city and unincorporated county population percentage change. Attachment C provides the population percentage change for counties and their summed incorporated areas. The population percentage change data excludes federal and state institutionalized populations and military populations. Population Percent Change for Special Districts Some special districts must establish an annual appropriations limit. California Revenue and Taxation Code section 2228 provides additional information regarding the appropriations limit. Article XIII B, section 9(C) of the California Constitution exempts certain special districts from the appropriations limit calculation mandate. The code section and the California Constitution can be accessed at the following website: htt le into.le islature.ca. ov fac s codes.xhtml. Special districts required by law to calculate their appropriations limit must present the calculation as part of their annual audit. Any questions special districts have on this requirement should be directed to their county, district legal counsel, or the law itself. No state agency reviews the local appropriations limits. Population Certification The population certification program applies only to cities and counties. California Revenue and Taxation Code section 11005.6 mandates Finance to automatically certify any population estimate that exceeds the current certified population with the State Controller's Office. Finance will certify the higher estimate to the State Controller by June 1, 2020. Please Note: The prior year's city population estimates may be revised. The per capita personal income change is based on historical data. Given the stay-at-home orders due to COVID-19, growth in the coming years may be substantially lower than recent trends. If you have any questions regarding this data, please contact the Demographic Research Unit at (916) 323-4086. /s/ Keely Martin Bosler KEELY MARTIN BOSLER Director Attachment May 2020 Attachment A A. Price Factor: Article XIII B specifies that local jurisdictions select their cost of living factor to compute their appropriation limit by a vote of their governing body. The cost of living factor provided here is per capita personal income. If the percentage change in per capita personal income is selected, the percentage change to be used in setting the fiscal year 2020-21 appropriation limit is: Per Capita Personal Income Fiscal Year Percentage change (FY) over prior year 2020-21 3.73 B. Following is an example using sample population change and the change in California per capita personal income as growth factors in computing a 2020-21 appropriation limit. 2020-21: Per Capita Cost of Living Change = 3.73 percent Population Change = 0.22 percent Per Capita Cost of Living converted to a ratio: Population converted to a ratio: 3.73 + 100 = 1.0373 100 0.22 + 100 = 1.0022 100 Calculation of factor for FY 2020-21: 1.0373 x 1.0022 = 1.0396 Fiscal Year 2020-21 Attachment B Annual Percent Change in Population Minus Exclusions' January 1, 2019 to January 1, 2020 and Total Population, January 1, 2019 Total County Percent Change -- Population Minus Exclusions -- Population City 2019-2020 1-1-19 1-1-20 1-1-2020 Los Angeles Agoura Hills -0.27 20,622 20,566 20,566 Alhambra 0.00 86,793 86,792 86,792 Arcadia -0.09 57,262 57,212 57,212 Artesia -0.27 16,448 16,404 16,490 Avalon -0.25 3,939 3,929 3,929 Azusa 0.24 49,537 49,658 49,658 Baldwin Park -0.08 76,311 76,252 76,252 Bell 0.06 36,510 36,531 36,531 Bellflower -0.16 78,239 78,110 78,110 Bell Gardens -0.31 42,579 42,449 42,449 Beverly Hills -0.45 33,926 33,775 33,775 Bradbury -0.38 1,056 1,052 1,052 Burbank 0.35 105,496 105,861 105,861 Calabasas 0.03 24,185 24,193 24,193 Carson -0.05 93,153 93,108 93,108 Cerritos 0.00 49,995 49,994 49,994 Claremont -0.18 35,872 35,807 35,807 Commerce -0.47 12,929 12,868 12,868 Compton -0.18 98,206 98,032 98,032 Covina 0.33 48,683 48,846 48,846 Cudahy -0.23 24,227 24,172 24,172 Culver City 0.54 39,493 39,705 39,705 Diamond Bar -0.23 57,308 57,177 57,177 Downey -0.29 113,863 113,529 113,529 Duarte -0.04 21,681 21,673 21,673 El Monte 0.10 116,563 116,675 116,675 El Segundo -0.21 16,812 16,777 16,777 Gardena 0.07 60,892 60,937 60,937 Glendale 0.22 204,883 205,331 205,331 Glendora 0.44 51,840 52,067 52,067 Hawaiian Gardens -0.25 14,685 14,649 14,649 Hawthorne -0.19 87,071 86,903 86,903 Hermosa Beach -0.14 19,641 19,614 19,614 Hidden Hills 0.32 1,862 1,868 1,868 Huntington Park -0.21 59,642 59,515 59,515 Industry 0.00 427 427 427 Inglewood -0.33 112,345 1 1 1,971 1 1 1,971 Irwindale -0.62 1,443 1,434 1,434 *Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. Fiscal Year 2020-21 Attachment B Annual Percent Change in Population Minus Exclusions* January 1, 2019 to January 1, 2020 and Total Population, January 1, 2019 Total County Percent Change --- Population Minus Exclusions -- Population City 2019-2020 1-1-19 1-1-20 1-1-2020 La Canada Flintridge -0.18 20,497 20,461 20,461 La Habra Heights -0.16 5,470 5,461 5,461 Lakewood -0.31 80,168 79,919 79,919 La Mirada -0.27 49,007 48,877 48,877 Lancaster 0.10 157,174 157,338 161,699 La Puente 0.09 40,532 40,568 40,568 Lo Verne 0.03 33,289 33,300 33,300 Lawndale -0.24 32,879 32,799 32,799 Lomita -0.32 20,614 20,549 20,549 Long Beach -0.12 472,730 472,140 472,217 Los Angeles -0.06 4,010,280 4,007,960 4,010,684 Lynwood -0.39 71,549 71,269 71,269 Malibu -0.54 11,784 11,720 11,720 Manhattan Beach -0.48 35,419 35,250 35,250 Maywood -0.30 27,988 27,904 27,904 Monrovia -0.06 37,956 37,935 37,935 Montebello -0.31 63,742 63,544 63,544 Monterey Park -0.34 60,943 60,734 60,734 Norwalk -0.21 105,087 104,862 105,717 Palmdale -0.24 157,117 156,737 156,737 Palos Verdes Estates -0.30 13,230 13,190 13,190 Paramount -0.19 55,569 55,461 55,461 Pasadena 0.11 144,686 144,842 144,842 Pico Rivera -0.03 63,390 63,374 63,374 Pomona 0.09 154,675 154,817 154,817 Rancho Palos Verdes -0.26 41,821 41,714 41,731 Redondo Beach -0.24 67,154 66,994 66,994 Rolling Hills -0.32 1,880 1,874 1,874 Rolling Hills Estates 0.39 8,035 8,066 8,066 Rosemead 0.30 54,198 54,363 54,363 San Dimas -0.28 34,042 33,945 33,945 San Fernando 1.65 24,798 25,207 25,207 San Gabriel -0.22 40,194 40,104 40,104 San Marino -0.14 13,106 13,087 13,087 Santa Clarita 0.10 221,703 221,932 221,932 Santa Fe Springs -0.29 18,303 18,250 18,295 Santa Monica -0.13 92,480 92,357 92,357 Sierra Madre -0.25 10,843 10,816 10,816 Signal Hill -0.27 11,744 11,712 11,712 South El Monte 1.98 20,792 21,204 21,204 `Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. Fiscal Year 2020-21 Attachment B Annual Percent Change in Population Minus Exclusions" January 1, 2019 to January 1, 2020 and Total Population, January 1, 2019 Total County Percent Change -- Population Minus Exclusions -- Population City 2019-2020 1-1-19 1-1-20 1-1-2020 South Gate -0.21 97,211 97,003 97,003 South Pasadena -0.26 25,524 25,458 25,458 Temple City 0.14 36,098 36,150 36,150 Torrance -0.26 145,922 145,546 145,546 Vernon -0.34 298 297 297 Walnut -0.16 29,977 29,929 29,929 West Covina -0.30 106,313 105,999 105,999 West Hollywood -0.36 36,335 36,203 36,203 Westlake Village -0.18 8,227 8,212 8,212 Whittier -0.31 87,073 86,801 86,801 Unincorporated -0.50 1,038,938 1,033,771 1,034,689 County Total -0.1 1 10,175,203 10,163,868 10,172,951 'Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. Fiscal Year 2020-21 Attachment C Annual Percent Change in Population Minus Exclusions' January 1, 2019 to January 1, 2020 County Percent Change -- Population Minus Exclusions --- 2019-20 1-1-19 1-1-20 Los Angeles Incorporated -0.07 9,136,265 9,130,097 County Total -D.1 i 10,175,203 10,163,868 Madera Incorporated 0.34 77,618 77,881 County Total 0.17 152,164 152,417 Morin Incorporated -0.60 193,050 191,884 County Total -0.60 257,901 256,353 Mariposa Incorporated 0.00 0 0 County Total 0.04 17,979 17,986 Mendocino Incorporated -0.16 29,058 29,011 County Total -0.49 88,218 87,785 Merced Incorporated 1.64 184,863 187,894 County Total 1.04• 279,499 282,405 Modoc Incorporated -0.81 2,849 2,826 County Total -0.54 9,556 9,504 Mono Incorporated -0.36 7,887 7,859 County Total -0.40 13,385 13,332 Monterey Incorporated -0.36 319,258 318,115 County Total -0.31 425,654 424,349 "Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. OFFICE OF 'r1IE ASSESSOR ('()I'N'I')' ()F LOS AN( ELE'` •c•.vri•F .It111U•1 Pk1V May 7, 2020 Mr. Scott Williams Finance Director City of Vernon 4305 Santa Fe Avenue Vernon, CA 90058 Dear Mr. Williams: Assi-sso ii off ( .0 1USli� lulling Purple «a-1 Properrt Your agency, the City of Vernon, in order to effect an adjustment of its Gann Limit, has requested that the Assessor's Office supply the percentage change in total assessed valuation for the city over that of the preceding year, due to nonresidential new construction. For the City of Vernon, the 2019-2020 net change in nonresidential new construction, applicable to the 2020-2021 budget, is 28.48%. If we can be of further service, please call Kevin Quon at (213) 893-6838. Sincerely, Kevin Quon Appraiser Statistical Support Enclosures O cn LLJ cn U) Q LI F- LL 0 LU LL 0 w J LLI Q 0 J LL 0 r Z 0 U 7; •Lo In ti N O CO �O 01 M co O r.- 1A N o aq O f` h0 10 to If co co in°ro a N H co Ln co Cs Os f` M 01 In N N N m • 1Cf N La � r- co . dO! � !OR in v O M Nto N • ' II co m r` Q N r• • O O O N. m r 61! 4ft m VO !O R O Sri N o0 O N YJ r- r w will x L O • O r` co V- — M m o c cm W ccn w Nco m 0 w r` � 01 m 10 to N H . at MO �A M d4 w 00 m N N O L co w � o` M, d o ._ CL to E N W w E O coO C O L- O x LL LL ZIm- r O O R o y c c z 3 ~ +' o c c +�' c 7 C a U m II m d U a uEi a � � m Q U a U °o. °c. c o 0 _ E ..co > O Z J H N v :o co C ' Q+ c c • w V rn eo ~ ; m U cm cm E ... Z I,L LL � C } C m � 0C? c a z z a z a 0 0 r~°- C.) 10,s ALTERNATIVE ADJUSTMENT FACTORS Under Proposition 111, there are two options available for each of the major adjustment factors. The values of these factors for the purpose of calculating the Gann Limit are as follows: FY 2019 FY 2020 FY 2021 Price Factors: (A) Percent growth in State per Capita Personal Income: 3.67% 3.85% 3.73% (Source: California Department of Finance) Price Factor A 1.037 1.039 1.037 (B) Percent change in Assessed Valuation in new non-residential construction 2.52 23.52 28.48 (Source: Los Angeles County Assessor's Office) Price Factor B 1.0252 1.2352 1.2848 Population Factors: (C) Percentage growth in County Population 0.51 -0.01 -0.11 (Source: California Department of Finance) Population Factor C 1.0051 0.9999 0.9989 (D) Percent growth in City Population 0.00 0.00 -0.34 (Source: California Department of Finance) Population Factor D 1.0000 1.0000 0.9966 Annual Adiustment Factors: Based upon the actual data, the four alternative adjustment factors are as follows: A x C 1.041987 1.038396 1.036159 A x D 1.036700 1.038500 1.033773 B x C 1.030429 1.235076 1.283387 B x D 1.025200 1.235200 1.280432 City of Vernon 4305 Santa Fe Avenue Vernon, CA 90058 (323) 583-8811 NOTICE OF CITY COUNCIL PUBLIC HEARING The City Council of the City of Vernon will conduct a public hearing, which you may attend, at Vernon City Hall, City Council Chamber, 4305 Santa Fe Avenue, Vernon, CA 90058, on Tuesday, June 2, 2020, at 9:00 a.m. (or as soon thereafter as the matter can be heard), to: Consider Adoption of Fiscal Year 2020/2021 Proposed City Wide Budget and Governmental Appropriation Limit (Gann Limits) All relevant documents will be available for public review on the City's website once the agenda for the meeting is posted or from the City Clerk at CityClerk@ci.vemon.ca.us or 323-583-8811, ext. 546. Please send your comments or questions to: Scott Williams, Finance Director City of Vernon 4305 Santa Fe Avenue, Vernon, CA 90058 (323) 583-8811 Ext. 849 Email: silliams@ci.vernon.ca.us PROPOSED CEQA FINDING: Staff will recommend that the Vernon City Council determine that the adoption of the Fiscal Year 2020/2021 Proposed City Wide Budget and the adoption of the FY 2020/2021 Gann Governmental Appropriation Limit will not have a significant effect on the environment and that each are exempt from the California Environmental Quality Act (CEQA). Adoption of the budget and/or the appropriation limit is aligned with the creation of a government funding mechanism or other government fiscal activity that does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment and is therefore not a "project" as defined under Section 15378(b)(4). Further, even if adoption of either were considered a "project," it would be exempt from CEQA review in accordance with Section 15061(b)(3), the general rule that CEQA only applies to projects that may have a significant effect on the environment. If you challenge the adoption/approval of the Fiscal Year 2020/2021 Proposed City Wide Budget and/or the Gann Governmental Appropriation Limit or any provision thereof in court, you may be limited to raising only those issues you or someone else raised at the hearing described in this notice or in written correspondence delivered to the City of Vernon at, or prior to, the meeting. In compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in the meeting, please contact the Office of the City Clerk at (323) 583-8811 ext. 546. The hearing may be continued, adjourned, or cancelled and rescheduled to a stated time and place without further notice of a public hearing. Dated: May 14, 2020 �( -�k L4 Lisa Pope, City Clerk Publish: May 18, 2020 City Council Agenda Item Report Agenda Item No. COV-196-2020 Submitted by: Sandra Dolson Submitting Department: City Clerk Meeting Date: June 2, 2020 SUBJECT Approval of Minutes Recommendation: Approve the May 19, 2020 Regular City Council meeting minutes. Background: Staff has prepared the draft minutes and hereby submits the minutes for approval. Fiscal Impact: There is no fiscal impact associated with this report. Attachments: 1. City Council Minutes 5-19-2020 MINUTES VERNON CITY COUNCIL REGULAR MEETING TUESDAY, MAY 19, 2020 COUNCIL CHAMBER, 4305 SANTA FE AVENUE CALL TO ORDER Mayor Lopez called the meeting to order at 9:03 a.m. FLAG SALUTE City Administrator Fandino led the Flag Salute. ROLL CALL PRESENT: Leticia Lopez, Mayor (via remote access) Melissa Ybarra, Mayor Pro Tern William Davis, Council Member Carol Menke, Council Member Diana Gonzales, Council Member STAFF PRESENT: Carlos Fandino, City Administrator Arnold Alvarez-Glasman, Interim City Attorney Lisa Pope, City Clerk Scott Williams, Finance Director Jim Enriquez, Interim Fire Chief Abraham Alemu, Public Utilities General Manager Fredrick Agyin, Health and Environmental Control Director Michael Earl, Human Resources Director Anthony Miranda, Police Chief Dan Wall, Public Works Director APPROVAL OF THE AGENDA MOTION Mayor Pro Tem Ybarra moved and Council Member Davis seconded a motion to approve the agenda. The question was called and the motion carried unanimously. PUBLIC COMMENT None. Regular City Council Meeting Minutes Page 2 of 8 May 19, 2020 PUBLIC HEARING 1. Finance/Treasury General Fee Schedule for Fiscal Year 2020-2021 Recommendation: A. Find the approval of the proposed action is not subject to the California Environmental Quality Act (CEQA) pursuant to Guidelines section 15273 and Public Resources Code Section 21080(b)(8), because CEQA does not apply to the establishment, modification, structuring, restructuring, or approval of rates, tolls, fares, and other charges by public entities for the purpose of meeting operating expenses and financial needs; and B. Adopt a resolution approving and adopting a General Fee Schedule for the Fiscal Year 2020-2021. Finance Director Williams presented the staff report. In response to Council questions, Health and Environmental Control Director Agyin explained the increase in trash hauler and expedited fees. Mayor Lopez opened the Public Hearing. There being no speakers, Mayor Lopez closed the Public Hearing. MOTION Mayor Pro Tem Ybarra moved and Council Member Davis seconded a motion to: A. Find the approval of the proposed action is not subject to the California Environmental Quality Act (CEQA) pursuant to Guidelines section 15273 and Public Resources Code Section 21080(b)(8), because CEQA does not apply to the establishment, modification, structuring, restructuring, or approval of rates, tolls, fares, and other charges by public entities for the purpose of meeting operating expenses and financial needs; and B. Defer action on the General Fee Schedule for the Fiscal Year 2020-2021 and directed staff to review fees in January 2021. The question was called and the motion carried unanimously. CONSENT CALENDAR MOTION Council Member Davis moved and Mayor Pro Tern Ybarra seconded a motion to approve the Consent Calendar. The question was called and the motion carried unanimously. The Consent Calendar consisted of the following items: 2. Approval of the Minutes Recommendation: Approve the May 5, 2020 Regular City Council meeting minutes. 3. Operating Account Warrant Register Recommendation: Regular City Council Meeting Minutes May 19, 2020 Page 3 of 8 Approve Operating Account Warrant Register No. 45, for the period of April 19 through May 2, 2020, which totals $9,677,280.62 and consists of ratification of electronic payments totaling $9,266,721.47 and ratification of the issuance of early checks totaling $410,559.15. 4. City Payroll Warrant Register Recommendation: Approve City Payroll Warrant Register No. 767, for the period of April 1 through April 30, 2020, which totals $2,968,610.04 and consists of ratification of direct deposits, checks and taxes totaling $1,933,925.29 and ratification of checks and electronic fund transfers (EFT) for payroll related disbursements totaling $1,034,684.75 paid through operating bank account. 5. Fire Department Activity Report Recommendation: Receive and file the March 2020 Report. 6. Police Department Activity Report Recommendation: Receive and file the March 2020 Report. 7. Council Appointments to Outside Agencies Recommendation: A) Find that approval of the proposed action is exempt from California Environmental Quality Act (CEQA) review because it is an administrative activity that will not result in any direct or indirect changes in the environment and is therefore not a "project" as defined by CEQA Guidelines section 15378; B) Appoint delegates and alternates to outside agencies as follows: a. California Contract Cities Association - Council Member Davis, delegate; and Mayor Pro Tern Ybarra, alternate; b. Central Basin Water Association - Council Member Menke, delegate; and Council Member Davis and Vernon Public Utilities representative, alternate; c. City Selection Committee - Mayor Lopez, delegate; and the remainder of the Council as alternate; d. County Sanitation District #1 - Mayor Lopez, delegate; and Council Member Davis, alternate; e. County Sanitation District #2 - Mayor Lopez, delegate; and Council Member Davis, alternate; f. County Sanitation District #23 - Entire Council; g. Gateway Cities Council of Governments - Council Member Davis, delegate; and Mayor Pro Tern Ybarra, alternate; h. Independent Cities Association - Council Member Davis, delegate; and Council Member Menke, alternate; i. Independent Cities Finance Authority - Mayor Lopez, delegate; and Council Member Gonzales, alternate; j. Southern California Association of Governments - Council Member Menke, delegate; and Council Member Davis, alternate; k. Southeast Water Coalition - Mayor Pro Tem Ybarra, delegate, and Mayor Lopez, alternate; and 1. Vernon Solid Waste Hearing Panel - Mayor Lopez, Mayor Pro Tern Ybarra and Council Member Menke; and Regular City Council Meeting Minutes May 19, 2020 Page 4 of 8 C) Adopt a resolution repealing Resolution No. 2019-13 related to City Council outside agency appointments. 8. Purchase Contract with Priority Building Services, LLC for COVID-19 Related Janitorial Services Recommendation: A. Find that approval of the proposed action is exempt from California Environmental Quality Act (CEQA) review, because it is an administrative activity that will not result in direct or indirect physical changes in the environment, and therefore is not a "project' as defined by CEQA Guidelines, Section 15378; and B. Authorize the issuance of a purchase contract to Priority Building Services, LLC, for COVID-19 related janitorial services, in the form of porters, at a total not -to -exceed cost of 103,920 for one year ($8,660/month), effective May 18, 2020. NEW BUSINESS Mayor Lopez reordered the agenda to hear Item 10 prior to Item 9. 10. Services Agreement with the Consolidated Fire Protection District of Los Angeles County for Fire Protection, Paramedic and Incidental Services Recommendation: A. Find that the adoption of the proposed resolution is exempt from California Environmental Quality Act ("CEQA") review, because it is an administrative action that will not result in direct or indirect physical changes in the environment and, therefore, does not constitute a "project" as defined by CEQA Guidelines section 15378; B. Adopt a joint resolution of the Board of Supervisors of the County of Los Angeles, as the governing body of the Consolidated Fire Protection District of Los Angeles County ("LA County Fire") approving and accepting that there will be no exchange of property tax revenues resulting from the City of Vernon's annexation to LA County Fire; and C. Adopt a resolution approving and authorizing the execution of a final services agreement with LA County Fire for the provision of fire protection, paramedic, and incidental services in the City of Vernon with a target conversion date of November 1, 2020. City Administrator Fandino presented the staff report. In response to Council questions, Los Angeles County Fire Chief Osby and Chief of Staff Aguirre discussed transportation of patients. Chief Enriquez explained ambulance service fees and response times. Human Resources Director Earl explained the transfer of sick leave for Vernon Firefighters. City Administrator Fandino discussed maintenance of facilities following transfer to LA County. MOTION Council Member Menke moved and Council Member Gonzales seconded a motion to: A. Find that the adoption of the proposed resolution is exempt from California Environmental Quality Act ("CEQA") review, because it is an administrative action that will not result in direct or indirect physical changes in the environment and, therefore, does not constitute a "project" as defined by CEQA Guidelines section 15378; B. Adopt a joint resolution of the Board of Supervisors of the County of Los Angeles, as the governing body of the Regular City Council Meeting Minutes May 19, 2020 Page 5 of 8 Consolidated Fire Protection District of Los Angeles County ("LA County Fire") approving and accepting that there will be no exchange of property tax revenues resulting from the City of Vernon's annexation to LA County Fire; and C. Adopt a resolution approving and authorizing the execution of a final services agreement with LA County Fire for the provision of fire protection, paramedic, and incidental services in the City of Vernon with a target conversion date of November 1, 2020. The question was called and the motion carried unanimously. 9. Mixed -Use Specific Plan and Program Environmental Impact Report (EIR) Preparation Request for Proposal Recommendation: A. Find that the proposed action is exempt under the California Environmental Quality Act ("CEQA") review, because it is a continuing administrative activity that will not result in any direct or indirect physical changes in the environment, and therefore does not constitute a "project" as defined by CEQA Guidelines section 15378. As indicated in the Staff Report, one goal of the proposed action is to solicit proposals for the development of a Program Environmental Impact Report (PEIR) for potential project(s), and any required environmental impact analysis will be conducted at the appropriate project phase; and B. Approve and authorize advertisement of the Mixed -Use Specific Plan and Program EIR Preparation Request for Proposal (RFP). Public Works Director Wall and City Administrator Fandino presented the staff report. MOTION Council Member Menke moved and Council Member Gonzales seconded a motion to: A. Find that the proposed action is exempt under the California Environmental Quality Act ("CEQA") review, because it is a continuing administrative activity that will not result in any direct or indirect physical changes in the environment, and therefore does not constitute a "project" as defined by CEQA Guidelines section 15378. As indicated in the Staff Report, one goal of the proposed action is to solicit proposals for the development of a Program Environmental Impact Report (PEIR) for potential project(s), and any required environmental impact analysis will be conducted at the appropriate project phase; and B. Approve and authorize advertisement of the Mixed -Use Specific Plan and Program EIR Preparation Request for Proposal (RFP). The question was called and the motion carried unanimously. 11. Vernon Resident COVID-19 Stimulus Grant Program Recommendation: A. Find that the approval of the proposed action is exempt under the California Environmental Quality Act (CEQA) review, because it is an administrative activity that will not result in direct or indirect physical changes in the environment and, therefore, does not constitute a "project" as defined by CEQA Guidelines section 15378; and B. Approve implementation of the Vernon Resident COVID-19 Stimulus Grant Program, in substantially the same form as submitted, with the objective of offering financial relief to Vernon residents experiencing hardship related to the COVID-19 crisis. Administrative Analyst Figueroa presented the staff report. Regular City Council Meeting Minutes May 19, 2020 Page 6 of 8 City Clerk Pope read the letter from Marisa Olguin, Vernon Chamber of Commerce. The Council discussed the proposed program including requirements, application process, amount and form of grants, and exclusion of City Council from the program. MOTION Mayor Pro Tem Ybarra moved and Council Member Gonzales seconded a motion to: A. Find that the approval of the proposed action is exempt under the California Environmental Quality Act (CEQA) review, because it is an administrative activity that will not result in direct or indirect physical changes in the environment and, therefore, does not constitute a "project" as defined by CEQA Guidelines section 15378; and B. Approve implementation of the Vernon Resident COVID-19 Stimulus Grant Program, providing $1000 to each household (and sublessee), except the household of City Council Members, in either groceries (Food for Less gift card) or rent paid directly to landlord. The question was called and the motion carried unanimously. 12. Amendment No. 1 to Grant Agreement with A1taMed Health Services Corporation for COVID-19 Screening/Testing Recommendation: A. Find that approval of the proposed action is exempt under the California Environmental Quality Act (CEQA) review, because it is an administrative activity that will not result in direct or indirect physical changes in the environment, and therefore does not constitute a "project" as defined by CEQA Guidelines section 15378; and B. Approve and authorize the City Administrator to execute Amendment No. 1 to the Grant Agreement between the City of Vernon and A1taMed Health Services Corporation (A1taMed) in substantially the same form as submitted, granting an additional amount of $125,000 to support A1taMed's COVID-19 screening/testing services in the Southeast Los Angeles Area. City Administrator Fandino and Health and Environmental Control Director Agyin presented the staff report. Jennie Carreon, Assistant Vice President Civic Engagement, A1taMed, explained the program and services provided to residents and Federal and County funding to health centers. MOTION Mayor Pro Tern Ybarra moved and Council Member Davis seconded a motion to: A. Find that approval of the proposed action is exempt under the California Environmental Quality Act (CEQA) review, because it is an administrative activity that will not result in direct or indirect physical changes in the environment, and therefore does not constitute a "project" as defined by CEQA Guidelines section 15378; and B. Approve and authorize the City Administrator to execute Amendment No. 1 to the Grant Agreement between the City of Vernon and A1taMed Health Services Corporation (A1taMed) in substantially the same form as submitted, granting an additional amount of $125,000 to support A1taMed's COVID-19 screening/testing services in the Southeast Los Angeles Area. The question was called and the motion carried 4-1, Council Member Menke dissenting. Regular City Council Meeting Minutes May 19, 2020 Page 7 of 8 13. Services Agreement with S&S Labor Force Inc., dba JRM for Unarmed Security Guard Services Recommendation: A. Find that approval of the proposed action is exempt from California Environmental Quality Act (CEQA) review, because it is an administrative activity that will not result in direct or indirect physical changes in the environment, and therefore does not constitute a "project" as defined by CEQA Guidelines § 15378; and B. Approve and authorize the City Administrator to execute a Services Agreement with S&S Labor Force Inc., dba JRM for unarmed security guard services, in substantially the same form as submitted, for a total amount not -to -exceed $1,809,000 over the three-year term of the agreement, effective May 20, 2020. Public Utilities General Manager Alemu presented the staff report. MOTION Mayor Pro Tem Ybarra moved and Council Member Gonzales seconded a motion to: A. Find that approval of the proposed action is exempt from California Environmental Quality Act (CEQA) review, because it is an administrative activity that will not result in direct or indirect physical changes in the environment, and therefore does not constitute a "project" as defined by CEQA Guidelines § 15378; and B. Approve and authorize the City Administrator to execute a Services Agreement with S&S Labor Force Inc., dba JRM for unarmed security guard services, in substantially the same form as submitted, for a total amount not -to -exceed $1,809,000 over the three-year term of the agreement, effective May 20, 2020. The question was called and the motion carried unanimously. ORAL REPORTS City Administrator Reports on Activities and other Announcements City Administrator Fandino provided an update on recent Police Department, Fire Department and Vernon Public Utilities activities; City Hall open to the public; and update on the YMCA services; and May 21, 2020 Meal Distribution event. Mayor Pro Tem Ybarra stated she was working with staff on how to distribute meals to residents. Council Member Menke expressed disappointment with her name being on the flyer for the event, without her prior approval. City Council Reports on Activities, Announcements, or Directives to Staff In response to Council Member Menke, Interim City Attorney Alvarez-Glasman provided an overview of the decision in the case of Petrovich Development Co. LLC v. City of Sacramento. Regular City Council Meeting Minutes May 19, 2020 RECESS Mayor Lopez recessed the meeting to Closed Session at 11:41 a.m. CLOSED SESSION 14. CONFERENCE WITH LABOR NEGOTIATORS Government Code Section 54957.6 Page 8 of 8 Agency Designated Representative: Carlos Fandino, City Administrator Employee Organizations: Vernon Professional Firefighters Association, and Vernon Fire Management Association RECONVENE At 11:50 a.m., Mayor Lopez adjourned Closed Session and reconvened the regular meeting. CLOSED SESSION REPORT Interim City Attorney Alvarez-Glasman reported that the Council met in Closed Session, discussed the item listed on the agenda and no reportable action was taken. ADJOURNMENT Mayor Lopez adjourned the meeting at 11:50 a.m. LETICIA LOPEZ, Mayor ATTEST: LISA POPE, City Clerk (seal) City Council Agenda Item Report Agenda Item No. COV-198-2020 Submitted by: John Lau Submitting Department: Finance/Treasury Meeting Date: June 2, 2020 SUBJECT Operating Account Warrant Register Recommendation: Approve Operating Account Warrant Register No. 46, for the period of May 3 through May 16, 2020, which totals $2,224,976.13 and consists of ratification of electronic payments totaling $1,863,522.53 and ratification of the issuance of early checks totaling $361,453.60. Background: Section 2.13 of the Vernon Municipal Code indicates the City Treasurer, or an authorized designee, shall prepare warrants covering claims or demands against the City which are to be presented to City Council for its audit and approval. Pursuant to the aforementioned code section, the City Treasurer has prepared Operating Account Warrant Register No. 46 covering claims and demands presented during the period of May 3 through May 16, 2020, drawn, or to be drawn, from East West Bank for City Council approval. Fiscal Impact: The fiscal impact of approving Operating Account Warrant Register No. 46, totals $2,224,976.13. The Finance Department has determined that sufficient funds to pay such claims/demands, are available in the respective accounts referenced on Operating Account Warrant Register No. 46. Attachments: 1. Operating Account Warrant Register No. 46 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 I hereby certify that claims and/or demands included in above listed warrant register have been audited for accuracy and availability of funds for payments and that said claims and/or demands are accurate and that the funds are available for payments thereof. Scott Williams Director of Finance / City Treasurer Date 5/20/2020 This is to certify that the claims or demands covered by the above listed warrants have been audited by the City Council of the City of Vernon and that all of said warrants are approved for payments except Warrant Numbers: Printed:5/20/2020 8:46:32AM CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ELECTRONIC ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE 002412 - CALIFORNIA ISO 055.9200.500150 $ 98,979.89 Initial Charges 04/20 202004283145412 295 055.9200.500151 $ 0.04 Initial Charges 04/20 202004283145412 295 055.9200.500210 $ 14,397.58 Initial Charges 04/20 202004283145412 295 055.9200.500170 $-3,036.90 Initial Charges 04/20 202004283145412 295 055.9200.500190 $-2,226.87 Initial Charges 04/20 202004283145412 295 055.9200.500150 $-11,290.20 Recalculation Charges 04/20 202004283145412 295 055.9200.500190 $-320.59 Recalculation Charges 04/20 202004283145412 295 055.9200.500210 $-181.73 Recalculation Charges 04/20 202004283145412 295 055.9200.500151 $ 0.02 Recalculation Charges 04/20 202004283145412 295 055.9200.500170 $ 162.14 Recalculation Charges 04/20 202004283145412 295 006518 - CARAHSOFT TECHNOLOGY 011.9019.595210 $ 5,219.51 Network Security Services IN753010 CORPORATI PAYMENT PAYMENT PAYMENT P.O.# DATE NUMBER AMOUNT 05/04/2020 9711 $ 96,483.38 05/05/2020 9712 $ 5,219.51 Printed: 5/20/2020 8:46:32AM Page 1 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ELECTRONIC ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 001206 - DELL MARKETING LP 020.1084.900000 $ 8,316.00 2 YR AGSS BNDL NSA 2650- 020.1084.900000 $ 10,716.00 SonicWall NSA 2650 TotalSecure- 020.1084.900000 $ 1,018.02 Sales Tax 9.5% 000129 - DLT SOLUTIONS, LLC 011.9019.596700 $ 1,737.00 Business Professional- 004438 - FLEMING ENVIRONMENTAL, 011.1049.590000 $ 524.70 UST Compliance Services INC 011.1049.590000 $ 650.00 UST Compliance Services 001079 - SIEMENS MOBILITY, INC 011.1043.590000 $ 3,239.00 Traffic Signal Maintenance 011.1043.590000 $ 1,749.02 Traffic Signal Maintenance 011.1043.590000 $ 4,106.30 Traffic Signal Maintenance 006236 - SUEZ WTS SERVICES USA, INC 011.1033.590000 $ 59.68 Water Purification Services 011.1033.590000 $ 119.36 Water Purification Services 005182 - ANTHEM BLUE CROSS 011.1026.502031 $ 14,469.23 Medical Retirees — INVOICE 10382630255 10382630255 10382630255 S1475643 15916 15956 5610218556 5620028882 5620029806 900356231 900356312 114842842 PAYMENT PAYMENT PAYMENT P.O.# DATE NUMBER AMOUNT 011.0014314 011.0014314 05/05/2020 011.0014338 05/05/2020 9713 $ 20,050.02 9714 $ 1,737.00 05/05/2020 9715 $ 1,174.70 05/05/2020 9716 $ 9,094.32 05/05/2020 9717 $ 179.04 05/07/2020 9718 $ 14,469.23 Printed:5/20/2020 8:46:32AM Page 2 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ELECTRONIC ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 005108 - 1EMMOTT ROLLINS GROUP, 011.1021.797000 $ 13,750.00 Professional Services— INC 000400 - ANA QUINONES 011.1048.530015 $ 256.54 Reimb. Possessory Interest Tax — PAYMENT PAYMENT PAYMENT INVOICE P.O.# DATE NUMBER AMOUNT APR20 043020 05/07/2020 9721 $ 13,750.00 05/07/2020 9722 $ 256.54 Printed: 5/20/2020 8:46:32AM Page 3 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ELECTRONIC ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE 002412 - CALIFORNIA ISO 055.9200.500150 $ 89,416.85 Initial Charges 04/20 202005053145490 528 055.9200.500170 $ 1,111,673.36 Initial Charges 04/20 202005053145490 528 055.9200.500180 $ 154.64 Initial Charges 04/20 202005053145490 528 055.9200.500210 $ 9,635.31 Initial Charges 04/20 202005053145490 528 055.9200.500240 $ 6,874.55 Initial Charges 04/20 202005053145490 528 055.9200.500151 $ -40.17 Initial Charges 04/20 202005053145490 528 055.9200.500190 $-5,355.76 Initial Charges 04/20 202005053145490 528 055.9200.500150 $ 65,784.20 Initial Charges 05/20 202005053145490 528 055.9200.500170 $ 30,598.57 Initial Charges 05/20 202005053145490 528 055.9200.500190 $ 206.90 Initial Charges 05/20 202005053145490 528 055.9200.500210 $ 4,246.46 Initial Charges 05/20 202005053145490 528 055.9200.500150 $-1,707.60 Recalculation Charges 07/17 202005053145490 528 055.9200.500190 $-674.79 Recalculation Charges 07/17 202005053145490 528 055.9200.500150 $-7,319.11 Recalculation Charges 04/20 202005053145490 528 PAYMENT PAYMENT PAYMENT P.O.# DATE NUMBER AMOUNT Printed: 5/20/2020 8:46:32AM Page 4 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 a f 00 01re ACCOUNT INVOICE PAYMENT PAYMENT PAYMENT VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 002412 - CALIFORNIA ISO 055.9200.500170 $-2,042.61 Recalculation Charges 04/20 202005053145490 528 055.9200.500190 $-525.20 Recalculation Charges 04/20 202005053145490 528 055.9200.500210 $-183.67 Recalculation Charges 04/20 202005053145490 528 055.9200.500151 $ 206.50 Recalculation Charges 04/20 202005053145490 528 05/11/2020 9726 $ 1,300,948.43 003934 - AON RISK INSURANCE 011.1004.595200 $ 5,950.00 Actuarial Services 8200000278116 SERVICES WE 05/12/2020 9727 $ 5,950.00 005506 - BEST BEST & KRIEGER, LLP 011.1024.593200 $ 130.00 Re: General Municipal Matters 873147 011.1024.593200 $ 495.02 Re: General Municipal Matters 873895 011.1024.593200 $ 156.00 Re: Telecommunications 873896 05/12/2020 9728 $ 781.02 000947- DAILYJOURNAL 011.1003.550000 $ 95.00 Publication Services B3361684 CORPORATION 011.1003.550000 $ 90.00 Publication Services B3361686 011.1003.550000 $ 95.00 Publication Services B3361690 05/12/2020 9729 $ 280.00 000195 - ITRON, INC 055.8000.900000 $ 22,902.00 Hardware & Software Service 550472 05/12/2020 9730 $ 22,902.00 Printed: 5/20/2020 8:46:32AM Page 5 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ELECTRONIC ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 002459 - PORT CANAVERAL PWR 055.9000.596200 $ 13,000.00 Consulting & Support Services CONSULTANTS 005433 - RUTAN & TUCKER, LLP 011.1024.593200 $ 1,578.95 Re: Torres / Ong Litigation 002517 - SO CAL PUBLIC POWER 055.9200.500154 $ 303,727.00 Astoria 2 Solar Project AUTHORITY 003584 - WILLIAMS DATA 011.1003.596200 $ 1,314.52 Storage Services MANAGEMENT 006523 - VITAL MEDICAL SERVICES, 011.1026.596200 $ 29,880.00 COVID-19 Employee Testing LLC INVOICE VERNPVHAPRIL202 0 865080 ATSP0520 506707 2730 PAYMENT PAYMENT PAYMENT P.O.# DATE NUMBER AMOUNT 05/12/2020 9731 $ 13,000.00 05/12/2020 9732 $ 1,578.95 05/12/2020 9733 $ 303,727.00 05/12/2020 9734 $ 1,314.52 05/11/2020 9735 $ 29,880.00 Printed: 5/20/2020 8:46:32AM Page 6 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ELECTRONIC ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 001481 - VERIZON WIRELESS 055.9000.560010 $ 055.8000.560010 $ 055.8200.560010 $ 056.5600.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 011.9019.560010 $ 628.53 Period:02/20 1,350.41 Period:02/20 2,520.05 Period:02/20 223.52 Period:02/20 217.62 Period:02/20 147.27 Period:02/20 299.45 Period:02/20 609.79 Period:02/20 1,383.26 Period:02/20 1,691.21 Period:02/20 354.95 Period:02/20 438.34 Period:02/20 706.26 Period:02/20 217.46 Period:03/20 247.40 Period:03/20 113.75 Period:03/20 1,604.41 Period:03/20 PAYMENT PAYMENT PAYMENT INVOICE P.O.# DATE NUMBER AMOUNT 030720_MULTIPLE 030720_MULTIPLE 030720_MULTIPLE 030720_MULTIPLE 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 030720_MULTIPLE( 2) 040720_MULTIPLE 040720_MULTIPLE 040720_MULTIPLE 040720_MULTIPLE Printed: 5/20/2020 8:46:32AM Page 7 of 26 ELECTRONIC VENDOR NAME AND NUMBER 001481 - VERIZON WIRELESS 001552 - HOME DEPOT CREDIT SERVICES 001617 - UPS 001635 - EMPLOYMENT DEVELOPMENT DEPT CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ACCOUNT INVOICE NUMBER AMOUNT DESCRIPTION 011.9019.560010 $ 1,814.86 Period:03/20 011.9019.560010 $ 1,950.33 Period:03/20 011.9019.560010 $ 476.25 Period:03/20 011.9019.560010 $ 643.22 Period:03/20 011.9019.560010 $ 731.06 Period:03/20 055.8400.590000 $ 966.51 Small Tools, Plumbing, & Hardware 011.1033.520000 $ 75.36 Small Tools, Plumbing, & Hardware 011.1033.520000 $ 17.51 Period:03/20 011.1041.520000 $ 31.00 Period:03/20 011.1041.520000 $ 31.00 Period:04/20 011.1033.520000 $ 33.92 Period:04/20 011.1041.520000 $ 31.00 Period:04/20 011.1041.520000 $ 31.00 Period:05/20 PAYMENT PAYMENT PAYMENT INVOICE P.O.# DATE NUMBER AMOUNT 040720_M U LTI PLE 040720_MULTIPLE 040720_M U LTI P LE 040720_M U LTI PLE 040720_M U LTI PLE 05/04/2020 022820_MULTIPLE 055.0002748 031920_MULTIPLE 011.0013950 05/08/2020 933312120 933312120 933312160 933312160 933312170 933312180(2) 011.1026.502070 $ 850.00 Unemployment Insurance Benefit Charge L0731555552 9736 $ 18,369.40 9737 $ 1,041.87 05/11/2020 9741 $ 175.43 05/14/2020 9742 $ 850.00 Printed:5/20/2020 8:46:32AM Page 8 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ELECTRONIC ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 000059 - SO CAL EDISON 011.1043.560000 $ 43.07 Period:04/20 011.1042.560000 $ 267.10 Period:04/20 PAYMENT PAYMENT PAYMENT INVOICE P.O.# DATE NUMBER AMOUNT 042920 050220 05/15/2020 Ito] t_1044x4113QL1Is 9743 $ 310.17 $ 1,863,522.53 Printed: 5/20/2020 8:46:32AM Page 9 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ACCOUNT INVOICE PAYMENT CHECK PAYMENT VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 000005 - A THRONE CO, INC 011.1033.596200 $ 122.43 Portable Restrooms 633483 05/05/2020 605452 $ 122.43 004723 - AIR EXCHANGE, INC 011.1033.590000 $ 222.75 Plymovent Maintenance 91601935 05/05/2020 605453 $ 222.75 001948 - AT&T 055.9200.560010 $ 291.78 Period: 04/19/20 - 05/18/20 3117405326 05/05/2020 605454 $ 291.78 002889 - AT&T MOBILITY 011.9019.560010 $ 46.63 Period: 03/09/20 - 04/08/20 83217648OX04162 020 05/05/2020 605455 $ 46.63 Printed: 5/20/2020 8:46:32AM Page 10 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE 003037 - SECRETARY FOR ENV. 011.240010 $ 1,000.00 1st Qtr FY 19/20 Surcharge Transmittal 043020 PROTECTION 011.240020 $ 18,130.00 1st Qtr FY 19/20 Surcharge Transmittal 043020 011.240021 $ 7,560.00 1st Qtr FY 19/20 Surcharge Transmittal 043020 011.240022 $ 962.00 1st Qtr FY 19/20 Surcharge Transmittal 043020 011.240010 $ 80.00 2nd Qtr FY 19/20 Surcharge Transmittal 043020(2) 011.240020 $ 490.00 2nd Qtr FY 19/20 Surcharge Transmittal 043020(2) 011.240021 $ 1,890.00 2nd Qtr FY 19/20 Surcharge Transmittal 043020(2) 011.240022 $ 52.00 2nd Qtr FY 19/20 Surcharge Transmittal 043020(2) 011.240010 $ 80.00 3rd Qtr FY 19/20 Surcharge Transmittal 043020(3) 011.240020 $ 686.00 3rd Qtr FY 19/20 Surcharge Transmittal 043020(3) 011.240021 $ 270.00 3rd Qtr FY 19/20 Surcharge Transmittal 043020(3) 011.240022 $ 104.00 3rd Qtr FY 19/20 Surcharge Transmittal 043020(3) 002110 - CALTROL, INC 056.5600.900000 $ 769.50 NPS 3/4 1805-2— CS99100437 056.5600.900000 $ 1,060.20 Fisher Pilot 161 Series— CS99100437 056.5600.900000 $ 11.39 Freight CS99100437 056.5600.900000 $ 174.90 Sales Tax 9.5% CS99100437 001917 - CENTRAL BASIN WATER 020.1084.500140 $ 12,791.74 Title 22 Monitoring 3200005 ASSOCATION PAYMENT CHECK PAYMENT P.O.# DATE NUMBER AMOUNT 056.0000600 056.0000600 056.0000600 05/05/2020 605456 $ 31,304.00 05/05/2020 605457 $ 2,015.99 05/05/2020 605458 $ 12,791.74 Printed:5/20/2020 8:46:32AM Page 11 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 005490 - CINTAS CORPORATION 020.1084.540000 $ 140.11 Uniforms 055.8000.540000 $ 41.10 Uniforms 055.8100.540000 $ 139.79 Uniforms 056.5600.540000 $ 52.64 Uniforms 020.1084.540000 $ 139.10 Uniforms 055.8000.540000 $ 41.10 Uniforms 055.8100.540000 $ 52.63 Uniforms 056.5600.540000 $ 176.34 Uniforms 020.1084.540000 $ 139.09 Uniforms 055.8000.540000 $ 41.11 Uniforms 055.8100.540000 $ 52.63 Uniforms 056.5600.540000 $ 145.99 Uniforms 001473 - CITY OF DOWNEY 011.1060.595200 $ 3,181.76 Animal Control Services— 003511- CITY OF LAKEWOOD 020.1084.593200 $ 24.78 Proportional Amount— 000331- COMMERCIAL DOOR OF LOS 011.1049.590000 $ 774.25 Front Gate Maintenance ANGELES PAYMENT CHECK PAYMENT INVOICE P.O.# DATE NUMBER AMOUNT 4045017352 4045017352 4045017352 4045017352 4046294903 4046294903 4046294903 4046294903 4046906843 4046906843 4046906843 4046906843 05/05/2020 605459 $ 1,161.63 234299 05/05/2020 605460 $ 3,181.76 4925 05/05/2020 605461 $ 24.78 18616 05/05/2020 605462 $ 774.25 Printed:5/20/2020 8:46:32AM Page 12 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION PAYMENT CHECK INVOICE P.O.# DATE NUMBER 001336- CURRENT WHOLESALE 011.1049.520000 $ 477.00 Conduit 1EMT 262675 011.0014312 ELECTRIC SUP 011.1049.520000 $ 49.80 Comp Coupling 663SRT 262675 011.0014312 011.1049.520000 $ 23.90 Comp Connect 653SRT 262675 011.0014312 011.1049.520000 $ 105.00 Channel Strap PS10001EG 262675 011.0014312 011.1049.520000 $ 566.67 Black Wire - 500 feet 6 THHN 5TR 262675 011.0014312 011.1049.520000 $ 283.34 Blue Wire - 500 feet 6 THHN 5TR 262675 011.0014312 011.1049.520000 $ 283.34 White Wire - 500 feet 6 THHN STIR 262675 011.0014312 011.1049.520000 $ 51.56 Conduit body LB100A 262675 011.0014312 011.1049.520000 $ 10.98 Roof Jack RJ100 262675 011.0014312 011.1049.520000 $ 39.88 Test Lead Set TL222 262675 011.0014312 011.1049.520000 $ 58.69 Alligator Clip AC220 262675 011.0014312 011.1049.520000 $ 362.19 Load Center 3BR1224B100 262675 011.0014312 011.1049.520000 $ 651.75 Pipe Pier PP50H4 262675 011.0014312 011.1049.520000 $ 750.00 100a 3p 480v Breaker EH3-13100 262675 011.0014312 011.1049.520000 $ 450.00 Hardware Kit HW CDP 262675 011.0014312 011.1049.520000 $ 395.59 Sales Tax 9.5% 262675 PAYMENT AMOUNT 05/05/2020 605463 $ 4,559.69 Printed: 5/20/2020 8:46:32AM Page 13 of 26 EARLY CHECKS VENDOR NAME AND NUMBER 002566 - DEWEY PEST CONTROL 005782 - BACKDRAFT OPCO, LLC 006799 - FIVE FOUR GROUP, LLC 003489 - FLORENCE FILTER CORPORATION 005825 - FRONTIER CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ACCOUNT INVOICE NUMBER AMOUNT DESCRIPTION INVOICE 011.1048.596200 $ 60.00 Pest Control Services 13371422 011.1048.596200 $ 100.00 Pest Control Services 13371427 011.1048.596200 $ 95.00 Pest Control Services 13371428 011.1048.596200 $ 135.00 Pest Control Services 13371429 011.1048.596200 $ 75.00 Pest Control Services 13371430 011.1049.590000 $ 62.00 Pest Control Services 13371431 011.1049.590000 $ 67.00 Pest Control Services 13371432 011.1049.590000 $ 42.00 Pest Control Services 13371433 011.1033.596550 $ 225.00 Historical Data Access Subscription INV202014230 055.7200.596702 $ 10,398.60 Customer Incentive Program 042320 011.120010 $ 218.40 (1631-980) 24" x 24" x 1" MERV10 Pleat 114128IN 011.120010 $ 610.00 (1631-998) 24" x 24" x 22" Merv13 8P 114128IN 011.120010 $ 95.10 Freight 114128IN 011.120010 $ 78.70 Sales Tax 9.5% 114128IN 011.9019.560010 $ 55.01 Period: 04/16/20 - 05/15/20 041620 PAYMENT CHECK PAYMENT P.O.# DATE NUMBER AMOUNT 011.0014283 011.0014283 011.0014283 05/05/2020 605464 $ 636.00 05/05/2020 605465 $ 225.00 05/05/2020 605466 $ 10,398.60 05/05/2020 605467 $ 1,002.20 05/05/2020 605468 $ 55.01 Printed:5/20/2020 8:46:32AM Page 14 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 1_1:7 KO:Ito I; i ACCOUNT INVOICE PAYMENT CHECK PAYMENT VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 005350 - HAUL AWAY RUBBISH 011.1048.596200 $ 67.50 Disposal & Recycling Services 03XO2926 SERVICE CO, 011.1049.596200 $ 213.00 Disposal & Recycling Services 03XO2927 011.1043.596200 $ 1,495.80 Disposal & Recycling Services 03XO2934 05/05/2020 605469 $ 1,776.30 003065 - HDL COREN & CONE 011.1004.596200 $ 1,250.00 Contract Services Property Tax— 278321N 05/05/2020 605470 $ 1,250.00 006358 - INDUSTRIAL 011.1060.595200 $ 2,283.00 Compliance Outreach Training & 5 ENVIRONMENTAL ASSOC 05/05/2020 605471 $ 2,283.00 004143 - INTERWEST CONSULTING 011.1041.595200 $ 2,155.50 Building & Safety Plan Review 57849 GROUP, IN 011.1041.595200 $ 250.00 Building & Safety Plan Review 59025 05/05/2020 605472 $ 2,405.50 006567 - LACHER, DONALD 011.1031.596200 $ 1,200.00 Background Investigation 2020VPDO02 05/05/2020 605473 $ 1,200.00 000839 - MEASUREMENT CONTROL 056.5600.590000 $ 1,423.20 Meter Calibration 212659 SYSTEMS, 1 056.5600.590000 $ 3,273.84 Meter Calibration 212660 056.5600.590000 $ 785.89 Meter Troubleshooting 213641 05/05/2020 605474 $ 5,482.93 Printed: 5/20/2020 8:46:32AM Page 15 of 26 EARLY CHECKS ACCOUNT VENDOR NAME AND NUMBER NUMBER 005516 - MEMORIALCARE MEDICAL 011.1026.502031 $ GROUP 005516 - MEMORIALCARE MEDICAL 011.1026.502031 $ GROUP CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 INVOICE PAYMENT CHECK PAYMENT AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 554.85 Medical Services / B. Malkenhorst 012620 05/05/2020 605475 $ 554.85 10.00 Medical Services / B. Malkenhorst 021420 006613 - NCM CARWASH 011.1046.590000 $ 84.00 Police Department Car Wash Services — 1008 011.1046.590000 $ 94.50 Police Department car wash services. — 1009 001421- NET MOTION WIRELESS, INC. 011.9019.590110 $ 2,198.11 Mobility Premium Software Maintenance * 10051183 006083 - NU IMAGE INTERIOR DESIGN 011.1048.590000 $ 3,698.00 B36 - Base Cabinet Espresso — 2974 011.1048.590000 $ 369.80 Sales Tax 10.00 2974 011.1048.590000 $ 568.00 B36 - Base Cabinet Espresso — 2975 011.1048.590000 $ 56.80 Sales Tax 10.00 2975 006586 - OCCUPATIONAL HEALTH 011.1026.597000 $ 93.50 Medical Services 67619557 CENTERS OF 011.1026.597000 $ 63.00 Medical Services 67673680 011.1026.597000 $ 93.50 Medical Services 67734784 05/05/2020 605476 $ 10.00 011.0013898 011.0013898 05/05/2020 605477 $ 178.50 011.0014290 05/05/2020 605478 $ 2,198.11 011.0014342 011.0014342 05/05/2020 605479 $ 4,692.60 05/05/2020 605480 $ 250.00 Printed:5/20/2020 8:46:32AM Page 16 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE 001943 - PLUMBING & INDUSTRIAL 011.1049.520000 $ 80.87 Plumbing Supplies & Building Hardware— S1232097001 SUPPLY 011.1048.520000 $ 4.86 Plumbing Supplies & Building Hardware— S1232146001 011.1048.520000 $ 5.66 Plumbing Supplies & Building Hardware— S1232254001 006612 - QUALIFIED MOBILE, INC 011.1046.590000 $ 340.00 Car Wash Services 269562 011.1046.590000 $ 357.00 Car Wash Services 269808 006727 - RITZ SAFETY, LLC 055.8100.540000 $ 158.67 Stock #102179— 33602 055.8100.540000 $ 209.33 Stock #102182— 33602 055.8100.540000 $ 1,080.00 Stock #102908— 33602 055.8100.540000 $ 210.00 Stock #102908— 33602 055.8100.540000 $ 210.00 Stock #102908— 33602 055.8100.540000 $ 720.00 Stock #102908— 33602 055.8100.540000 $ 540.00 Stock #102908— 33602 055.8100.540000 $ 360.00 Stock #102908— 33602 055.8100.540000 $ 1,800.00 Stock #10908— 33602 055.8100.540000 $ 502.36 Sales Tax 9.5% 33602 006671- SCHEINES DENTAL 011.1026.502031 $ 160.00 Medical Services / V. Malkenhorst 030420 CORPORATION PAYMENT CHECK PAYMENT P.O.# DATE NUMBER AMOUNT 011.0013894 011.0013894 011.0013894 05/05/2020 605481 $ 91.39 055.0002778 055.0002778 055.0002778 055.0002778 055.0002778 055.0002778 055.0002778 055.0002778 055.0002778 05/05/2020 605482 $ 697.00 05/05/2020 605483 $ 5,790.36 05/05/2020 605484 $ 160.00 Printed:5/20/2020 8:46:32AM Page 17 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 006711- SOUTHERN COMPUTER 011.9019.520010 $ 719.84 HP LaserJet 550-sheet Paper Tray WAREHOUSE, 1 011.9019.520010 $ 68.38 Sales Tax 9.5% 000380 - STACY MEDICAL CENTER 011.1026.597000 $ 1,504.23 Medical Services 006132 - THYSSENKRUPP ELEVATOR 011.1049.590000 $ 639.51 Elevator Service & Maintenance— CORPORAT 011.1049.590000 $ 639.51 Elevator Service & Maintenance- 006587 - UCLA MEDICAL GROUP 011.1026.502031 $ 20.00 Medical Services / B. Malkenhorst 006415 - UNION PACIFIC RAILROAD 011.1043.590000 $ 13,255.68 Flashing Lights & Gates Installation COMPANY 006798 - US ECOLOGY VERNON, INC 055.7200.596702 $ 40,039.80 Customer Incentive Program 001481- VERIZON WIRELESS 011.9019.560010 $ 819.69 Period: 03/11/20 - 04/10/20 INVOICE IN000624815 IN000624815 1028037428 3005011792 3005184930 032320 90095154 PAYMENT CHECK PAYMENT P.O.# DATE NUMBER AMOUNT 011.0014273 05/05/2020 605485 $ 788.22 05/05/2020 605486 $ 1,504.23 05/05/2020 605487 $ 1,279.02 05/05/2020 605488 $ 20.00 05/05/2020 605489 $ 13,255.68 042320 05/05/2020 605490 $ 40,039.80 9852239856 05/05/2020 605491 $ 819.69 Printed:5/20/2020 8:46:32AM Page 18 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# 004798 - WORTHINGTON DIRECT 011.120010 $ 2,344.00 (2700-050) Green 32 Gallon Metal Trash INV351663VER100 011.0014281 HOLDINGS, L 011.120010 $ 920.00 (2700-060) RT-32 Black Plastic Lid 32 INV351663VER100 011.0014281 011.120010 $ 612.00 (2700-055) PL-32 Black Plastic Liner 32 INV351663VER100 011.0014281 011.120010 $ 729.00 Freight INV351663VER100 011.0014281 011.120010 $ 368.22 Sales Tax 9.5% INV351663VER100 005530 - A TO Z CYLINDERS 011.1033.590000 $ 2,700.00 Hydrostatic Test with visual inspection 1668 011.0014332 011.1033.590000 $ 2,760.00 Honeywell kit (915127) 1668 011.0014332 011.1033.590000 $ 3,240.00 Labor to rebuild valve with ultrasonic 1668 011.0014332 011.1033.590000 $ 255.30 Sales Tax 1668 005654 - AMBIENT ENVIRONMENTAL, 011.1043.900000 $ 1,500.00 HAZMAT Clearance Testing 9774 INC PAYMENT CHECK PAYMENT DATE NUMBER AMOUNT 05/05/2020 605492 $ 4,973.22 05/12/2020 605493 $ 8,955.30 05/12/2020 605494 $ 1,500.00 004448 - BATTERY SYSTEMS, INC 011.1046.520000 $ 308.96 Vehicle Batteries, Alternators & 5483189 011.0013870 011.1046.520000 $ 80.89 Vehicle Batteries, Alternators & 5491894 011.0013870 05/12/2020 605495 $ 006249 - BEST DRILLING AND PUMP, 020.1084.900000 $ 53,962.85 Well No. 17 Rehabilitation Project— 050520 INC 389.85 05/12/2020 605496 $ 53,962.85 Printed:5/20/2020 8:46:32AM Page 19 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE PAYMENT CHECK PAYMENT VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 005078 - BURKE, WILLIAMS & 011.1024.593200 $ 93.00 Re: Garcia -Martinez v. City of Vernon 253534 SORENSEN, LL 011.1024.593200 $ 464.15 Re: Lopez, Reina v. City of Vernon 253549 05/12/2020 605497 $ 557.15 000778 - CALIFORNIA WATER SERVICE 011.1043.560000 $ 38.84 Period: 04/20 042320 CO 05/12/2020 605498 $ 38.84 000256 - CALPORTLAND COMPANY 011.1043.520000 $ 2,507.54 Concrete 94553058 05/12/2020 605499 $ 2,507.54 000331- COMMERCIAL DOOR OF LOS 011.1049.590000 $ 650.02 Overhead Doors Maintenance 18672 ANGELES 011.1049.590000 $ 390.00 Overhead Doors Maintenance 18677 05/12/2020 605500 $ 1,040.02 005229 - EHS INTERNATIONAL, INC 055.9000.596700 $ 950.00 Virtual Training Courses 318496 055.9000.596700 $ 949.00 Virtual Training Courses 318497 05/12/2020 605501 $ 1,899.00 004730 - EXTREME SAFETY, INC 020.1084.590000 $ 255.00 Calibration Services 92461 05/12/2020 605502 $ 255.00 Printed: 5/20/2020 8:46:32AM Page 20 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 1_1:7 KO:Ito I; i ACCOUNT INVOICE PAYMENT CHECK PAYMENT VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 003122 - 1&H AUTO BODY 011.1046.520000 $ 3,015.10 parts 16320 011.0014231 011.1046.520000 $ 230.40 paint and material 16320 011.0014231 011.1046.590000 $ 208.00 frame 16320 011.0014231 011.1046.590000 $ 100.80 sublet mechanical 16320 011.0014231 011.1046.590000 $ 629.20 body shop labor 16320 011.0014231 011.1046.590000 $ 316.80 paint labor 16320 011.0014231 011.1046.520000 $ 332.66 Sales Tax 10.25 16320 011.1046.520000 $ 1,738.50 parts 16343 011.0014234 011.1046.520000 $ 144.00 paint 16343 011.0014234 011.1046.590000 $ 360.00 misc ac recharge 16343 011.0014234 011.1046.590000 $ 198.00 paint labor 16343 011.0014234 011.1046.590000 $ 343.20 body shop labor 16343 011.0014234 011.1046.520000 $ 192.96 Sales Tax 10.25 16343 05/12/2020 605504 $ 7,809.62 005340 - LA POOL GUYS 011.1049.590000 $ 210.00 Pool Maintenance 4907 05/12/2020 605505 $ 210.00 000804 - LB JOHNSON HARDWARE CO 011.1046.520000 $ 100.70 Plumbing & Building Hardware- 107549 011.0013893 #1 011.1046.520000 $ 123.68 Plumbing & Building Hardware- 107550 011.0013893 011.1046.520000 $-100.70 Plumbing & Building Hardware- 107551 011.0013893 011.1049.520000 $ 39.38 Plumbing & Building Hardware- 107581 011.0013893 05/12/2020 605506 $ 163.06 Printed: 5/20/2020 8:46:32AM Page 21 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 1_1:7 KO:Ito INi ACCOUNT INVOICE PAYMENT CHECK PAYMENT VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 003908 - LOPEZ & LOPEZ TIRE SERVICE 011.1046.520000 $ 198.85 Tires, Accessories & Repairs— 23617 011.0013875 011.1046.590000 $ 15.00 Tires, Accessories & Repairs— 23751 011.0013875 05/12/2020 605507 $ 213.85 006422 - MARIPOSA LANDSCAPES, INC 011.1049.590000 $ 3,582.00 Landscape Maintenance 88780 05/12/2020 605508 $ 3,582.00 003231- MARX BROS FIRE 011.1049.590000 $ 3,533.37 Fire Extinguisher Service P62775 EXTINGUISHER CO 05/12/2020 605509 $ 3,533.37 000304 - MCAVOY & MARKHAM 055.8000.900000 $ 1,896.00 Item ERW-1300-402— 16215 055.0002783 ENGINEERING A 055.8000.900000 $ 25.04 Freight 16215 055.8000.900000 $ 180.12 Sales Tax 9.5% 16215 055.8000.900000 $ 8,850.00 Item RPT-6000-125— 162151 055.0002783 055.8000.900000 $ 240.00 Item CBA-0393-002— 162151 055.0002783 055.8000.900000 $ 240.00 Item KIT-0048-001— 162151 055.0002783 055.8000.900000 $ 900.00 Item KIT-0050-001— 162151 055.0002783 055.8000.900000 $ 971.85 Sales Tax 9.5% 162151 05/12/2020 605510 $ 13,303.01 Printed: 5/20/2020 8:46:32AM Page 22 of 26 EARLY CHECKS VENDOR NAME AND NUMBER 000309- NAPA AUTO PARTS 005504- NTS MIKEDON, LLC 005272- NET TRANSCRIPTS, INC 005934- O'REILLY AUTO PARTS CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 ACCOUNT NUMBER INVOICE AMOUNT DESCRIPTION INVOICE 011.1046.520000 $ 273.75 Auto Parts & Accessories- 24799 011.1046.520000 $ 273.75 Auto Parts & Accessories- 25109 011.1046.520000 $ 74.45 Auto Parts & Accessories- 25786 011.1046.520000 $-120.45 Credit- 25861 011.1046.520000 $ 84.88 Auto Parts & Accessories- 25887 011.1046.520000 $-273.75 Credit- 25896 011.120010 $ 3,250.00 (0730-200) Perma Patch 60lbs. Bags 920513 011.120010 $ 100.00 Freight 920513 011.120010 $ 318.26 Sales Tax 9.5% 920513 011.1031.596200 $ 260.69 Transcription Services 31844IN 011.1046.520000 $ 26.48 Auto Parts & Accessories- 3049268221 011.1046.520000 $ 37.01 Auto Parts & Accessories- 3049268939 011.1046.520000 $ 129.28 Auto Parts & Accessories- 3049269790 011.1046.520000 $ 61.24 Auto Parts & Accessories- 3049270537 011.1046.520000 $ 58.45 Auto Parts & Accessories- 3049270707 011.1046.520000 $ 45.55 Auto Parts & Accessories- 3049271619 PAYMENT CHECK PAYMENT P.O.# DATE NUMBER AMOUNT 011.0013876 011.0013876 011.0013876 011.0013876 011.0013876 011.0013876 05/12/2020 605511 $ 011.0014341 011.0014341 312.63 05/12/2020 605512 $ 3,668.26 05/12/2020 605513 $ 260.69 011.0013877 011.0013877 011.0013877 011.0013877 011.0013877 011.0013877 05/12/2020 605514 $ 358.01 Printed:5/20/2020 8:46:32AM Page 23 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 1_1:7 KO:Ito INi ACCOUNT INVOICE PAYMENT CHECK PAYMENT VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT 003332 - P&F DISTRIBUTORS 056.5600.590000 $ 164.26 Pipe & Fittings— 1367741N 056.0000568 056.5600.900000 $ 7,200.00 Pipe Gas, 6" x 40 1367751N 056.0000602 056.5600.900000 $ 1,200.00 Poly Valve Gas— 1367751N 056.0000602 056.5600.900000 $ 1,850.00 Freight 136775IN 056.0000602 056.5600.900000 $ 798.00 Sales Tax 9.5% 1367751N 05/12/2020 605515 $ 11,212.26 006787 - PACIFIC ADVANCED CIVIL 020.1084.900000 $ 50,355.00 Design Services 3966 ENGINEE 05/12/2020 605516 $ 50,355.00 006493 - PLANETBIDS, INC 011.9019.520010 $ 6,051.25 PB System Vendor & Bid Management— 520157 05/12/2020 605517 $ 6,051.25 006612 - QUALIFIED MOBILE, INC 011.1046.590000 $ 357.00 Car Wash Services 270062 05/12/2020 605518 $ 357.00 003149 - RICHARD C. SLADE & 020.1084.900000 $ 16,349.95 Groundwater Services 5528 ASSOCIATES 05/12/2020 605519 $ 16,349.95 001158 - SOUTH COAST AQMD 020.1084.596200 $ 842.04 Annual Renewal Fees— 3614939 020.1084.596200 $ 136.40 Emissions Fees— 3617725 05/12/2020 605520 $ 978.44 000380 - STACY MEDICAL CENTER 011.1031.594200 $ 400.00 Medical Services 521137518 05/12/2020 605521 $ 400.00 Printed: 5/20/2020 8:46:32AM Page 24 of 26 CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 EARLY CHECKS ACCOUNT INVOICE VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION 000191- STATE STREET LAUNDRY 011.1031.520000 $ 15.30 Laundry Services- 011.1031.520000 $ 9.90 Laundry Services- 011.1031.520000 $ 9.00 Laundry Services- 011.1031.520000 $ 9.90 Laundry Services- 011.1031.520000 $ 7.20 Laundry Services— 000141- THOMSON REUTERS - WEST 011.1024.596600 $ 413.71 West Information Charges 005699 - WEBCO LB, LLC 011.1043.590000 $ 10,250.00 Street Sweeping Services 04/20 INVOICE 11933 11934 11935 11936 11937 842248838 LB5304 PAYMENT CHECK PAYMENT P.O.# DATE NUMBER AMOUNT 011.0013958 011.0013958 011.0013958 011.0013958 011.0013958 05/12/2020 05/12/2020 05/12/2020 TOTAL EARLY CHECKS 605522 $ 51.30 605523 $ 413.71 605524 S 10.250.00 Printed: 5/20/2020 8:46:32AM Page 25 of 26 RECAP BY FUND FUND ELECTRONIC TOTAL 011-GENERAL 020 - WATER 055 - LIGHT & POWER 056 - NATURAL GAS GRAND TOTAL TOTAL CHECKS TO BE PRINTED 0 Ia CITY OF VERNON OPERATING ACCOUNT WARRANT REGISTER NO. 46 JUNE 2, 2020 100,722.68 $ 20,050.02 1,742,526.31 223.52 1,863,522.53 $ EARLY CHECK TOTAL WARRANT TOTAL GRAND TOTALS 135,140.48 $ 0.00 $ 235,863.16 135,136.06 0.00 155,186.08 72,090.91 0.00 1,814,617.22 19,086.15 0.00 19,309.67 361,453.60 $ 0.00 $ 2,224,976.13 Printed:5/20/2020 8:46:32AM .[__— Page 26 of 26 City Council Agenda Item Report Agenda Item No. COV-181-2020 Submitted by: Cynthia Cano Submitting Department: Public Works Meeting Date: June 2, 2020 SUBJECT Public Works Monthly Building Report Recommendation: Receive and file the April 2020 Building Report. Background: The attached building report consists of total issued permits, major projects, demolition permits, new building permits and certificate of occupancy status reports for the month of April 2020. There was a significant decrease in the number of building permits and the value of permitted construction In April 2020 compared to April 2019. While construction is an essential activity, it appears that this decrease in construction is Covid-19 related. Building Division revenues for April 2020 were 83.5% lower than revenues in April 2019. $23,092 was collected in April 2020 versus $ 139,917 collected in April 2019. Fiscal Impact: There is no fiscal impact associated with this report. Attachments: 1. Public Works Department April 2020 Building Report January February March April May June July August September October November December City of Vernon Building Division Monthly Report Summary 2019 2020 1 Year to Date Construction Value Number of Permits Year to Date Value Year to Date Permits Construction Value Number of Permits Year to Date Value Year to Date Permits Permit Difference Valuation Difference $ 6,968,160 49 5 6,968,160 49 S 8,046,145 43 S 8,046,145 43 -12% 15% $ 4,923,135 63 $ 11,991,295 112 $ 2,979,923 48 $ 11,026,068 91 -19% -7% $ 10,949,664 47 $ 22,940,960 159 $ 2,808,127 16 $ 13,834,195 107 -33% -39% $ 13,285,075 56 $ 36,126,035 215 $ 1,100,252 10 $ 14,934,447 117 -46% -59% $14,000,000 512,000,000 $10,000,000 58.000.000 $6,000,000 54,000,000 52,000,000 a� has` V9 lac3,ck ems Monthly �a� Jae NO�i Jyti l Pub 1111111111111111111t2019 Construction Value Iiiiiiiiiiiiiiil2020 Construction Value -2019 Number of Permits -2020 Number of Permits Year to Date 540,000,000 $35,000,000 $ 30, 000,000 $25,000,000 520,000,000 $15,000,000 510,000,000 55,000,000 9 P loo,¢F oQc�� 11111111111112019 Year to Date Value r 2020 Year to Date Value -2019 Year to Date Permits -2020 Year to Date Permits 70 60 50 40 30 20 10 0 250 200 150 100 50 0 ti City of Vernon Building Department Monthly Report from 4/1/2020 to 4/30/2020 Type Value # of Permits Electrical $260,710.00 3 Industrial - Remodel $2,417.00 1 Mechanical $486,410.00 2 Miscellaneous $340,000.00 2 Plumbing $3,215.00 1 Roof $7,500.00 1 April 2020 TOTALS PERMITS: $1,100,252.00 10 PREVIOUS MONTHS TOTAL $13,834,195.00 107 YEAR TO DATE TOTAL $14,934,447.00 117 April 2019 TOTALS PERMITS: $13,285,075.00 56 PREVIOUS MONTHS TOTAL $22,840,959.64 159 PRIOR YEAR TO DATE TOTAL $36,126,034.64 215 Wx— Daniel Wall Director of Public Works Department None City of Vernon Building Department New Buildings Report - April 2020 U,141-411M Daniel Wall Director Public Works Department None City of Vernon Building Department Demolition Report - April 2020 Daniel Wall Director of Public Works Department City of Vernon Building Department Major Projects from 4/1/2020 to 4/30/2020 Valuations a 20,000 Permit No. Project Address Tenant Description Job Value Electrical B-2019-3776 3876 SANTA FIE AVE Kiawash Electrical - upgrade service 30000 APN 6302018017 B-2020-4038 3883 SOTO ST Install (3) new conveyor lines 230000 APN 6302020059 2 Record(s) $260,000.00 Mechanical B-2020-3950 2825 54TH ST Install (2) packaged refrigeration 480255 APN 6310009010 condensing units and (10) evaporator coils 1 Record(s) $480,255.00 Miscellaneous B-2020-4007 5353 DOWNEY RD Replacement fo roof and exterior 250000 APN 6310002029 concrete walls at northwest corner of the building. Retrofit of the building concrete wall anchors to the roof diaphragm/framing. B-2019-3700 3275 VERNON AVE Coast Packing (5) new storage tanks phase 2 of 90000 APN 6303005023 tank farm expansion 2 Record(s) $340,000.00 5 Permit(s) Total $1,080,255.00 /0.��. W,&- Daniel Wall Director of Public Works Department 1 Request for Inspection Approved Pending Temporary Occupancies City of Vernon Building Department Status of Certificates of Occupancy Requests Month of April 2020 Daniel Wall Director of Public Works 77 8 371 12 City of Vernon Certificate of Occupancy Applications Date From 411/2020 to 413012020 Issued Permit No. Project Address Tenant Description Fees Paid Square Feet C-2020-1469 4578 49TH ST Nuconic Packaging, LLC Warehouse good 885.00 26653 APN 6304017004 dba Easy Pak, LLC plastic C-2020-1470 3305 VERNON AVE Everytable, PBC Inc. Food processing 885.00 19370 APN 6303006071 C-2020-1471 5525 SOTO ST Germ Less, Inc. Warehousing and 885.00 35000 APN 6309026019 distr. hand sanitizers C-2020-1472 4510 SEVILLE AVE Valmar International Warehouse and distr 885.00 12136 APN 6308001045 Produce Growers LLC produce C-2020-1473 4382 BANDINI BLVD R and 6 Import Corp. Warehouse general 0.00 9100 APN 6304001021 merchandise C-2020-1474 2528 ALAMEDA ST Pizza Place 123 Pizza, pasta and 385.00 1400 APN 6302009045 salads C-2020-1475 2538 ALAMEDA ST Margaritas's Tacos & Grill Fast food mexican 385.00 1450 APN 6302009045 Total for Certificate of Occupancy: 4,310.00 105,109.00 Total Fees Paid 4,310.00 7 Permits(s) 1 City of Vernon Certificate of Occupancy Issued Date From 4/1/2020 to 4/30/2020 Issued Permit No. Project Address Tenant Description Fees Paid Square Feet 4/2/2020 C-2020-1456 6099 MALBURG WAY Hawthorne Distribution Warehousing and 885.00 14095 APN 6310027042 distribution of dry foods 4/30/2020 C-2019-1302 2833 LEONIS BLVD. Self -Reliant Employment Office use 385.00 600 APN 6303022004 Support Services 4/30/2020 C-2019-1398 4875 PACIFIC BLVD Romero's Engineering Inc. Machine shop 885.00 15794 APN 6308009024 DBA American Turnkey Fabricators 4/30/2020 C-2019-1371 2833 LEONIS BLVD. KKGM Inc. Office use 385.00 1620 APN 6303022004 4/30/2020 C-2017-0614 4900 CORONA AVE NITTO KNIT INC. Knitting of fabric 689.00 26045 APN 6304016007 4/30/2020 C-2018-1121 4170 BANDINI BLVD Mercury Plastics, Inc. dba Manufacturing and 385.00 20000 APN 6304003001 Poly Pak Packaging warehousing of plastic products 4/30/2020 C-2018-1028 4697 48TH ST Narausa Inc. Warehousing and 885.00 6000 APN 6304019024 distribution of general merchandise 4/30/2020 C-2020-1451 3201 BANDINI BLVD Everest Trading Corp. Warehousing and 1,046.00 60300 APN 6303001008 distribution of bags Total for Certificate of Occupancy: 5,545.00 144,454.00 Total Fees Paid 5,545.00 8 Permits(s) 1 City Council Agenda Item Report Agenda Item No. COV-172-2020 Submitted by: Lisa Pope Submitting Department: City Clerk Meeting Date: June 2, 2020 SUBJECT Records Retention Schedule Recommendation: Adopt Resolution No. 2020-15 approving the City's Records Retention Schedule, authorizing destruction of certain City records and repealing Resolution No. 2017-53. Background: The City's Records Management Program applies efficient and economical methods to the creation, utilization, maintenance, retention, preservation and disposal of all records managed by the City. Resolution No. 2017-53, approved and adopted the most recent Records Retention Schedule. In order to ensure compliance with all laws and standard business practices for California cities and to retain consistency in records management throughout the City, biennial review of the retention schedules is necessary. The City retained the services of Gladwell Governmental Services, Inc. to assist in the records retention schedule review and update. The new schedules were written interactively with representatives from each department to incorporate current practices and provide clear, specific records descriptions and appropriate retention periods. The proposed resolution establishes the City's retention schedule; provides routine destruction of records; and authorizes minor updates without further Council action. The resolution rescinds the prior resolutions related to the City's retention schedule. Fiscal Impact: There is no fiscal impact associated with this report; however, savings in storage and labor will be realized. Attachments: 1. Resolution No. 2020-15 Records Retention Schedule RESOLUTION NO. 2020-15 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON APPROVING AND ADOPTING A RECORDS RETENTION SCHEDULE, AUTHORIZING DESTRUCTION OF CERTAIN CITY RECORDS, AND REPEALING RESOLUTION NO. 2017-53 SECTION 1. Recitals. A. The maintenance of numerous records is expensive, slows document retrieval, and is not necessary after a certain period of time for the effective and efficient operation of the government of the City of Vernon. B. Section 34090 of the Government Code of the State of California provides a procedure whereby any City record which has served its purpose and is no longer required may be destroyed. C. On October 24, 2017, the City Council adopted Resolution No. 2017-53 approving and adopting an updated Records Retention Schedule, authorizing destruction of certain City records, and repealing all resolutions in conflict therewith. D. Staff has reviewed and revised the Records Retention Schedule and presents proposed schedules to Council for approval. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 2. The City Council of the City of Vernon hereby finds and determines that the above recitals are true and correct. SECTION 3. The records of the City of Vernon, as set forth in the Records Retention Schedule, attached as Exhibit A, are hereby authorized to be destroyed as provided by Section 34090 et seq. of the Government Code of the State of California and in accordance with the provision of said schedule upon the request of the Department Head and with the consent in writing of the City Clerk and City Attorney, without further action by the City Council of the City of Vernon, as established in the City's Records Destruction Procedure/Policy. SECTION 4. With the consent of the City Clerk, City Administrator, and City Attorney, minor updates are hereby authorized to be made to the Records Retention Schedule without further action by the City Council. Minor updates may include changes in Department or Division names, improvements in descriptions, changes in comments, deleting records series that are no longer applicable, and/or what is scanned. Any changes in the Total Retention and/or adding new records series must be presented to the City Council of the City of Vernon prior to taking effect. Resolution No. 2020-15 Page 2 of 2 SECTION 5. All resolutions or parts of resolutions, specifically Resolution No. 2017-53, not consistent with or in conflict with this resolution are hereby repealed. SECTION 6. The City Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions. APPROVED AND ADOPTED this 2nd day of June, 2020. LETICIA LOPEZ, Mayor /_raION9 LISA POPE, City Clerk (seal) APPROVED AS TO FORM: ARNOLD ALVAREZ-GLASMAN, Interim City Attorney EXHIBIT A HOW TO USE RETENTION SCHEDULES ©1995-2019 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission A legend explaining the information presented in the retention schedule has been printed on the back of each page for your easy reference; an index to locate records is also provided. The specified retention period applies regardless of the media of the record: If a record is stored on paper and a computer file on a hard drive, both records should be destroyed (or erased) after the specified period of time has elapsed. Copies or duplicates of records should never be retained longer than the prescribed period for the original record. TRUCTURE: CITYWIDE. DEPARTMENTS & DIVISION The City-wide retention schedule includes those records all departments have in common (letters, memorandums, purchase orders, etc.). These records are NOT repeated in the Department retention schedule, unless that department is the Office of Record, and therefore responsible for maintaining the original record for the prescribed length of time. Each department has a separate retention schedule that describes the records that are unique to their department, or for which they are the Office of Record. Where appropriate, the department retention schedules are organized by Division within that Department. If a record is not listed in your department retention schedule, refer to the City-wide retention schedule. An index will be provided for your reference. BENEFITS This retention schedule has been developed by Diane R. Gladwell, MMC, an expert in Municipal Government records, and will provide the City with the following benefits: • Reduce administrative expenses, expedite procedures • Free filing cabinet and office space • Reduce the cost of records storage • Eliminate duplication of effort within the City • Find records faster • Easier purging of file folders • Determine what media should be used to store records For questions, please contact the City Clerk._ •-firlill, milill� -• •;� Destruction of an original record that has exceeded its retention period must be authorized according to City Policies & Procedures prior to destroying it. • If there is a minimum retention ("Minimum 2 years"), destruction of the document must be authorized before it is destroyed, as it is an original record. Copies, drafts, notes and non -records do NOT require authorization, and can be destroyed "When No Longer Required." • If there is NOT a minimum retention ("When No Longer Required"), it does NOT need to be authorized prior to destruction, as it is a preliminary draft / transitory record or a copy. On every page of the schedules (near the top, just under the column headings) are important instructions, including instructions regarding holds on destroying records. "Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion)." RECORDS RETENTION SCHEDULE LEGEND ©1995 — 2019 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission OFR (Office of Record): The department that keeps the original or "record copy." Usually it is the department that originates the record, unless the item is for a City Council meeting (then it is the City Clerk.) Records Description: The record series (a group of like records). Transitory Records not retained in the ordinary course of business, that do NOT have substantive content: Preliminary drafts, notes, or interagency or intra- agency memoranda and records having only transitory value. Examples: Telephone messages, meeting room reservation schedules, logs, source records entered into a computer system that qualifies as a "trusted system", etc. Non -Record: Documents, studies, books and pamphlets produced by outside agencies, preliminary drafts not retained in the ordinary course of business Retention/Disposition: Active: How long the file remains in the immediate office area (guideline) Inactive: How long the file is in off -site storage, stored on Optical Disk or Microforms (guideline) Total Retention: The total number of years the record will be retained For file folders containing documents with different retention timeframes, use the document with the longest retention time. P = Permanent Indefinite = No fixed or specified retention period; used for databases, because the data fields are interrelated. Vital? = Those records that are needed for basic operations in the event of a disaster. Media Options (guideline) — the form of the record: Mag = Computer Magnetic Media (hard drive, disks, tapes, USB Drives, thumb drives, etc.) Mfr = Microforms (aperture cards, microfilm, microfiche, or jackets) Ppr = Paper OD = Optical Disk, CD-r, DVD-r, WORM, or other media which does not allow changes Scan / Import (guideline): "S" indicates the record should be scanned into the document imaging system; "I" indicates the record should be electronically imported into the document imaging system; "M" indicates the record should be microfilmed Destroy Paper after Imaged & QC'd: "Yes" indicates the electronic record may serve as the OFFICIAL record (and the paper version may be destroyed) IF the document has been imaged (electronically generated, scanned or imported and placed on Unalterable Media — DVD-R, CD-R, or WORM, or microfilmed), and both the images and indexing Quality Checked ("QC'd"). The electronic record or image must contain all significant details from the original and be an adequate substitute for the original document for all purposes, and other legal mandates apply. Includes all electronic records which are to serve as the Official Record. Legend for legal citations (§: Section) CC: Civil Code (CA) CFC: California Fire Code EVC: Evidence Code (CA) FTB: Franchise Tax Board (CA) HUD: Housing & Urban Develop. (US) PC: Penal Code (CA) USC: United States Code (US) B&P: Business & Professions Code (CA) CCP: Code of Civil Procedure (CA) CFR: Code of Federal Regulations (US) FA: Food & Agriculture Code GC: Government Code (CA) LC: Labor Code (CA) R&T: Revenue & Taxation Code (CA) VC: Vehicle Code (CA) CBC: California Building Code CCR: California Code of Regulations (CA) EC: Elections Code (CA) FC: Family Code (CA) H&S: Health & Safety Code (CA) Ops. Cal. Atty. Gen..: Attorney General Opinions (CA) UFC: Uniform Fire Code W&I: Welfare & Institutions Code (CA) GC§34090 is a base minimum retention; the "Total Retention" column is what has been adopted by the City Council. Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-1 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). CITY WIDE Used by All Departments Accounts Payable, Invoices, Petty Cash, Travel Copies - Copies - Reimbursement, Warrant When No When No Yes: Before Mag, All originals go to Finance Finance CW-001 Re Requests, etc. q Longer Longer Payment Ppr (these are copies); GC Required Required §34090.7 ALL backup is forwarded to Finance Brown Act challenges must be Affidavits of Publications / Mag' filed within 30 or 90 days of Lead Dept. CW-002 Public Hearing Notices / Legal 2 years 2 years Mfr, OD, action; Statute of Limitations Advertising / Affidavits of Ppr on Municipal Government Posting actions is 3 - 6 months; GC §§34090, 54960.1(c)(1) Copies - Copies - Mag' Complete Master Agenda City Clerk CW-003 Agenda Packets / Staff When No When No Mfr, OD, S Yes: After Packets are retained by the Reports: City Council Longer Longer P p QC &OD Office of the City Clerk Required Required permanently; GC §34090.7 Starting in 2020, send ALL Agreements & Contracts - Copies - Copies - original contracts to the City ALL (after 2020). When No When No Mag, Yes: Upon Clerk. 2019 and prior, the City City Clerk CW-004 2019 & prior with City Clerk's Longer Longer Mfr, OD, S Completio Clerk retained the originals of Attestation Required Required Ppr n any agreement or contract that the City Clerk attests to; GC §34090.7 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-2 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Covers E&O Statute of Agreements & Contracts - Limitations (insurance WITHOUT City Clerk's certificates are filed with Attestation (Prior to 2020) agreement); Published Audit Yes: Upon Standards=4-7 years; Statute Lead Dept. CW-005 Agreement or Contract Completion + Completion + Yes: Before MOD, fr, O S/I Completio of Limitations: Contracts & includes all contractual 10 years 10 years Completion Ppr n Spec's=4 years, Wrongful obligations (e.g. Specifications Death=comp. + 5 years, and Successful Proposal / Developers=comp. + 10 years; Scope of Work), etc.) Statewide guidelines propose termination + 5 years; CCP §337 et. seq., GC §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-3 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Some grant funding agencies require audits; Statute of Limitations for Errors & Omissions is 10 years; Agreements & Contracts: Completion + Completion + Published Audit Standards=4-7 ADMINISTRATIVE FILES 10 years or 10 years or years; Statute of Limitations: (with Grant Funding) After Funding After Funding Mag, Yes: Upon Contracts & Spec's=4 years, Lead Dept. CW-006 Agency Audit, Agency Audit, Yes: Before Mfr, OD, S/I Completio Wrongful Death=comp. + 5 (Correspondence, Project if required, if required, Completion Ppr n years, Developers=comp. + 10 Administration, Project whichever is whichever is years; Statewide guidelines Schedules, Certified Payrolls, longer g longer g propose termination + 5 years; Invoices, Logs, RFP, etc.) CCP §337 et. seq., 2 CFR 200.333; 24 CFR 91.105(h), 92.505, & 570.502(b), 29 CFR 97.42; OMB Circular A-133GC §34090, GC § 8546.7 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-4 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Covers E&O Statute of Limitations (insurance Agreements & Contracts: certificates are filed with ADMINISTRATIVE FILES agreement); Published Audit Yes: Upon Standards=4-7 years; Statute Lead Dept. p CW-007 (Correspondence, Project Completion + Completion + Yes: Before Mfr, OD, frl O S/I Completio of Limitations: Contracts & Administration, Project 10 years 10 years Completion Ppr n Spec's=4 years, Wrongful Schedules, Certified Payrolls, Death=comp. + 5 years, Invoices, Logs, RFP, etc.) Developers=comp. + 10 years; Statewide guidelines propose termination + 5 years; CCP §337 et. seq., GC §34090 Agreements & Contracts: UNSUCCESSFUL BIDS, UNSUCCESSFUL The RFP / RFQ and the Lead Dept. CW-008 PROPOSALS or RESPONSES 2 years 2 years Mag, successful proposal becomes to RFPs (Request for Ppr part of the agreement or Proposals) and/or RFQs contract; GC §34090 (Request for Qualifications) that don't result in a contract Audits / Audit Reports / CAFR - Copies - Copies - Finance CW-009 Comprehensive Annual When No When No Mag, Copies; GC §34090.7 Financial Reports Longer Longer Ppr Required Required VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-5 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). CW-010 Bids: See Agreements & Contracts Boards, Commissions, & Committees: City Council All recommendations are Staffing Dept. CW-011 Subcommittees 2 years 2 years Mag, presented to the City Council; Ppr GC §34090 et seq. (Composed solely of less than a quorum of the City Council) Boards, Commissions, & Committees: External When No When No CW-012 Organizations Longer Longer Ppr' Non -records Required Required (e.g. County Board of Supervisors) Boards, Commissions, & Committees: Residents Advisory Bodies Formed by Brown Act challenges must be Staffing Dept. CW-013 CITY COUNCIL Minimum 2 Minimum 2 Mag, filed within 30 or 90 days of years years Ppr action; GC §§34090, AGENDAS, AGENDA 54960.1(c)(1) PACKETS. VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-6 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Boards, Commissions, & Committees: Residents Advisory Bodies Formed by Department preference; State Staffing Dept. CW-014 CITY COUNCIL 10 years 10 years Op' law only requires for 30 days; GC §54953.5(b) AUDIO RECORDINGS of Meetings / Audio Tapes Boards, Commissions, & Committees: Residents Department Preference; Video Advisory Bodies Formed by Mag, recording of meetings are only Staffing Dept. CW-015 CITY COUNCIL 10 years 10 years OD required for 90 days; GC VIDEO RECORDINGS of §§34090.7, 34090 Meetings / Audio Tapes Boards, Commissions, & Committees: Residents Staffing Dept. CW-016 Advisory Bodies Formed by P P Mffrr, OD, S No Department preference; GC CITY COUNCIL Ppr §34090 MINUTES & BYLAWS Copies - Copies - Mag, Final must be filed with County Finance CW-017 Budgets -Finals When No When No Yes: Current Mfr, OD, S/I Yes: After Auditor; GC §34090.7, 40802, Longer Longer Fiscal Year Ppr 5 years 53901 Required Required Cash Receipts Detail / Backup Copies - Copies - Finance CW-018 /Accounts Receivable Detail / When No When No Mag, GC §34090.7 Refund Detail Longer Longer Ppr Required Required VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-7 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Destroy Inactive Image: Paper (OFR) Active (Records Total Vital? Media 1=Import after (in office) Retention Options M=Mfr Center) Imaged & S=Scan QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Copies - Copies - When No When No Longer Longer Yes: Before Mag' Yes: After City Attorney CW-019 Claims Required Required Settlement Mfr, OD, S/I Settlement GC §§34090.7, 34090.E (Upon (Upon P p r Settlement) Settlement) City preference; Statute of Limitations for personal Lead Complaints /Concerns from Minimum 2 Minimum 2 Mag, property, fraud, etc. is 3 years; (Responding) CW-020 Citizens years years Ppr Claims must be filed in 6 Dept. months; CCP §§338 et seq., 340 et seq., 342, GC §§911.2, 34090 Human Send to Send to Ma Resources CW-021 Complaints Against Employees Human Human Ppr' GC §34090.7 Resources Resources CW-022 Contracts: See Agreements Copies - Copies - Lead Dept. CW-023 Copies or duplicates of any When No When No Mag Ppr GC §34090.7 record Longer Longer Required Required VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-8 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Correspondence - ROUTINE (Content relates in a Dept. that substantive way to the Authors conduct of the public's Document business) Ma or CW-024 2 years 2 years Ppr' GC §34090 Receives the City's Original (e.g. Administrative, Chronological, Document General Files, Letters, Memorandums, Reading File, Working Files, etc.) VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-9 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Electronic and paper records Correspondence - are categorized, filed and TRANSITORY / retained based upon the PRELIMINARY DRAFTS, CONTENT of the record. Interagency and Intraagency Records where either the Memoranda not retained in the Content relates in a ordinary course of business substantive way to the conduct of the public's Content NOT Substantive, or business, or that ARE made NOT made or retained for the or retained for the purpose Dept. that purpose of preserving the of preserving the Authors informational content for informational content for Document future reference When No When No Mag future reference are saved by or CW-025 Longer Longer Ppr placing them in an electronic or Receives the (e.g. calendars, checklists, e-mail Required Required paper (project) file folder and City's Original or social media posting, instant retained for the applicable Document messaging, inventories, retention period, If not invitations, logs, mailing lists, mentioned here, consult the meeting room registrations, City Attorney to determine if a speaker slips, supply inventories, record is considered transitory telephone messages, text messages. transmittal letters, / preliminary draft. GC thank yous, requests from other §§34090, 6252, 6254(a); 64 cities, undeliverable envelopes, Ops. Cal. Atty. Gen. 317 visitors logs, voice mails, (1981)); City of San Jose v. webpages, etc.) Superior Court (Smith). S218066. Supreme Court of California, 2017 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-10 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Deeds, Easements, Final Copies - Copies - City Clerk CW-026 Orders of Condemnations, When No When No Mag, Send all originals to the City Liens, Recorded Documents, Longer Longer Ppr Clerk; GC §34090.7 Rights of Ways (All) Required Required Deposit Accounts / Trust Close + 5 Close + 5 Mag, Department preference; meets Lead Dept. CW-027 Accounts / Refundable years years Ppr auditing standards; GC §34090 Deposits Transitory or source records not retained in the ordinary When When course of business; CHP Lead Dept. CW-028 DMV Pull Notices Superseded or Superseded Mag Ppr audits every 2 years; Bureau of Separated or Separated National Affairs recommends 2 years for all supplementary Personnel records; GC §34090 As long as the drafts and notes are not retained in the "Regular Drafts &Notes: Drafts that are When No When No Mag, Course of Business". Consult Lead Dept. CW-029 revised (retain final version) Longer Longer Ppr the City Attorney to determine Required Required if a record is considered a draft. GC §§34090, 6252, 6254(a) VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-11 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). The Lead Department should print out historical documents (or save source data) prior to GIS Database / Data / Layers When No When No replacing the data, if they Lead Dept. CW-030 (both City-wide and Longer Longer Yes Mag require the data or output for Specialized) Required Required historical purposes; Department Preference (Preliminary documents); GC §34090 et seq. Lead Dept. CW-031 Grants (UNSUCCESSFUL 2 years 2 years Mag' GC §34090 Applications, Correspondence) Ppr VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-12 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Meets auditing standards; Grants / CDBG / Reimbursable Grants covered by a Claims / FEMA Claims / OES Consolidated Action Plan are Claims (SUCCESSFUL required for 5 years; Uniform Reports, other records required After Admin. Requirements for to pass the funding agency's Funding After Funding Grants to Local Governments audit, if required) Agency Agency Audit, Mag' is 3 years from expenditure Lead Dept. CW-032 2 years Audit, if if required - Ppr report or final payment of Applications (successful), grant Required - Minimum 5 grantee or subgrantee; agreement, program rules, Minimum 5 years statewide guidelines propose 4 regulations & procedures, reports years years; 2 CFR 200.333 24 CFR to grant funding agencies, 91.105(h), 92.505, 570.490, & correspondence, audit records, 570.502(a), 29 CFR 97.42; completion records OMB Circular A-110 & A-133; GC §34090 GC § 8546.7 Send all grievances to Human Copies - Copies - Resources; All State and Human Grievances and Informal When No When No Yes: Before Mag, Federal laws require retention Resources CW-033 Complaints (Employees) Longer Longer Disposition Ppr until final disposition of formal Required Required complaint; State requires 2 years after action is taken; GC §§12946, 34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-13 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Copies - Copies - When No When No Mag' Risk Management City Attorney CW-034 Lawsuits, Litigation, Pending Longer Longer Yes: Before Mfr, OD, S/I Yes: After administrates pre -litigation Litigation Required Required Settlement Ppr Settlement claims; GC §§34090.7, (Upon (Upon 34090.6 Settlement) Settlement) Leave Slips /Time Off When No When No Mag' Preliminary drafts not retained Lead Dept. CW-035 Requests Longer Longer Ppr in the Regular Course of Required Required Business GC §34090 Previous MSDS may be obtained from a service; MSDS may be destroyed as long as a record of the chemical / Material Safety Data Sheet substance / agent, where & (MSDS) / Safety Data Sheet While Mag, when it was used is Lead Dept. CW-036 (SDS) Chemical Use Report Chemical In 30 years 30 years Mfr, OD, S Yes - After maintained for 30 years; Form (or records of the Use Ppr QC & OD Applies to qualified employers; chemical / substance / agent, Claims can be made for 30 where & when it was used) years for toxic substance exposures; 8 CCR 3204(d)(1)(B)(2 and 3), 29 CFR 1910.1020(d)(1)(i), GC §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-14 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Copies - Copies - Mag, Originals maintained by City City Clerk CW-037 Minutes - City Council When No When No Yes (all) Mfr, OD, S No Clerk Permanently; GC Longer Longer Ppr §34090.7 Required Required Copies - Copies - Mag' Return any whole unused City Clerk CW-038 Municipal Code (these are When No When No Yes: Current MfrP OD, I No codes to the City Clerk; copies) Longer Longer Original p Originals maintained by City Required Required Clerk Permanently; GC §34090 When No When No Non -records - may be obtained Lead Dept. CW-039 Newspaper Clippings Longer Longer Ppr from the newspaper company; Required Required GC §34090 Notices: Public Hearing Staffing Dept. CW-040 Notices and Proofs of 2 years 2 years Ppr' GC §34090 Publications Copies - Copies - Mag' City Clerk CW-041 Ordinances -City Council When No When No Yes (all) Mfr,pD, S No Originals maintained by City Longer Longer P Clerk Permanently; GC §34090 Required Required Calif. Labor Division is required to keep their records 7 years; Lead Dept. CW-042 OSHA Inspections or Citations 5 years 5 years Ppr OSHA requires 5 years; State law requires 2 years; 8 CCR §3203(b)(1), GC §34090.7; LC §6429c VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-15 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Personnel Files (Department- Send to Send to Ensure records kept in level Files) Human Human Department files comply with Human CW-043 Resources Resources Before Mag, City policy (all originals are Resources Except for Fire &Police Upon Upon Separation Ppr sent to Human Resources); Department Separation or Separation or GC §34090.7 Transfer Transfer Shred After Shred After Incorporation Incorporation Notes maintained in a separate Personnel Files (Supervisor's into into Before Mag' folder to be incorporated into Lead Dept. CW-044 Notes) Performance Performance Annual Ppr performance evaluation, or to Evaluation or Evaluation or Evaluation document progressive Documented Documented discipline; GC §34090 et seq. Discipline Discipline When No When No Mag' Preliminary Drafts; destroy Lead Dept. CW-045 Photographs Longer Longer Ppr unnecessary photographs. GC Required Required §§34090, 6252, 6254(a) Proclamations, Lead Dept. CW-045.1 Commendations, Certificates / 2 years 2 years Ppr' GC §34090 Recognitions Copies - Copies - City Clerk CW-046 Public Records Requests (ALL) When No When No Yes (all) Mfr, OD, S No Originals maintained by City Longer Longer Ppr Clerk; GC §34090.7 Required Required Lead Dept. CW-047 Public Relations / Press 2 years 2 years Mag' GC §34090 Releases Ppr VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-16 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Lead Dept. CW-048 Purchase Orders / Requisitions 2 years 3 years 5 years Mag, Mfr, OD, S Yes: After Department preference; GC Ppr QC &OD §34090 Lead Dept. Real Estate Appraisal Reports: Mag' Not accessible to the public; (Who Ordered CW-049 Property NOT purchased, 2 years 2 years Ppr Statewide Guidelines show 2 the Appraisal) Loans not funded, etc. years; GC §§34090, 6254(h) Not accessible to the public until purchase has been Lead Dept. Real Estate Appraisal Reports: Minimum 3 Minimum 5 Yes: Before Mag, Yes: After completed; meets grant (Who Ordered CW-050 Purchased Property, Funded 2 years years years Purchase Mfr, OD, S QC &OD auditing requirements; 2 CFR the Appraisal) Loans Ppr 200.333; 24 CFR 91.105(h), & 570.502(b); 29 CFR 97.42, GC §34090 Records Destruction Lists / Copies - Copies - City Clerk CW-051 Certificate of Records When No When No Mag, GC §34090.7 Destruction Longer Longer Ppr Required Required Reference Materials: Policies, Procedures, Brochures, Flyers, Manuals, Newsletters, etc: When No When No CW-052 Produced by OUTSIDE Longer Longer Mag Ppr' Non -Records ORGANIZATIONS (League of Required Required California Cities, Chamber of Commerce, etc.) VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-17 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Reference Materials: Policies, Procedures, Brochures, Flyers, Minimum 2 Minimum 2 Mag, Statewide guidelines propose Lead Dept. CW-053 Manuals, Newsletters, etc: Ppr superseded + 2 or 5 years; GC Produced by YOUR years years §34090 Department Reference Materials: Policies, Procedures, Brochures, Flyers, When When Mag, Lead Dept. CW-054 Manuals, Newsletters, etc: Superseded Superseded Ppr Copies; GC §34090.7 Produced by OTHER Departments CW-055 Reference or Working Files: See Correspondence Reports and Studies Mag, Administratively and Lead Dept. CW-056 (Historically significant - e.g., 10 years P P Mfr, OD, S/I Yes: After Historically significant, Zoning Studies) Ppr 10 years therefore retained permanently; GC §34090 Information is outdated after 10 Reports and Studies (other years; statewide guidelines Lead Dept. CW-057 than Historically significant 10 years 10 years Ppr P propose 2 years; If historically reports - e.g. Annual Reports) significant, retain permanently; GC §34090 Copies - Copies - Mag, Originals maintained by City City Clerk CW-058 Resolutions - City Council When No When No Yes (all) Mfr, OD, S No Clerk Permanently; GC Longer Longer Ppr §34090.7 Required Required Lead Dept. CW-059 Special Projects / Subject Files Minimum 2 Minimum 2 Mag, Department Preference; GC / Issue Files years years Ppr §34090 et seq. VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-18 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Surveys / Questionnaires (that the City issues). If a summary of the data is Lead Dept. CW-060 compiled, the survey forms are 2 years 2 years Ppr' GC §34090 considered a draft or transitory record, and can be destroyed as drafts (When No Longer Required) Department preference; Meets auditing standards (audit + 4 years); IRS requires 4 years; Ca. requires 2 yr min.; FTB Time Cards / Time Sheets / keeps 3 years; Most Time Off Request Forms / Copies - Copies - Mag, Employees provide digital Finance / CW-061 Payroll Certifications / Leave When No When No Mfr, OD, S / I Yes: After signatures when they submit Payroll Requests /Payroll Exception Longer Longer Ppr QC & OD their timecards, but some in Forms Required Required Public Works and Community Services do not (another employee enters their time); IRS Reg §31.6001-1(e)(2), R&T §19530; LC § 1174(d); 29 CFR 516.5; GC §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-19 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule. Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Department preference; Ethics Training is 5 years; Calif. Labor Division is required to keep Training - ALL COURSE their OSHA records 7 years; RECORDS EEOC/FLSA/ADEA (Age) Magrequires 3 years for promotion, Lead Dept. CW-062 (Attendance Rosters, Outlines 2 Years 3 years 5 years MfP r, O OD, S Yes: When demotion, transfer, selection, and Materials; includes Ethics p Inactive or discharge; State Law & Safety Training & Tailgates, requires 2 -3 years for Sexual Harassment Prevention personnel actions; 8 CCR Training) §3203 et seq., 29 CFR 1627.3(b)(ii), LC §6429(c); GC §§12946, 34090, 53235.2(b); 53237.2(b) Video Recordings - City Records "regular and ongoing Lead Dept. CW-063 Operations / Building 1 year 1 year Mag operations"; GC §34090.6 Security Video Recordings - Parking When No When No Does not record "regular and Lead Dept. CW-064 Lots, Public Areas Longer Longer Mag ongoing operations"; GC Required Required §34090.6 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 5.0 RECORDS RETENTION SCHEDULE: CITY ADMINISTRATOR Page CADM-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). CITY ADMINISTRATOR City CADM-002 City Council Correspondence Minimum 2 Minimum 2 Mag, Mfr, S / I Yes: After Department Preference; GC Adminis. years ears OD, Ppr QC &OD §34090 City Grand Jury Reports and Mag, Mfr, Yes: After Department Preference (the Adminis. CADM-003 Responses (Regarding City 5 years 5 years OD, Ppr S / I QC &OD Grand Jury keeps their reports 5 Operations) years); GC §34090 Copies - Copies - City Clerk CADM-004 Independent Reform Monitor When No When No Mag, Ppr Included in City Council Agenda Reports Longer Longer Packets; GC §34090.7 Required Re uired Projects, Programs, Economic City CADM-006 Development, Subject & Issues Minimum 2 Minimum 2 Mag, Mfr, S / I Yes: After Department Preference; GC Adminis. (Issues and/or projects will vary years years OD, Ppr QC &OD §34090 over time) City Speech Notes / PowerPoint When No When No Notes, drafts, or preliminary Adminis. CADM-007 Presentations Longer Longer Mag, Ppr documents; GC §34090 et seq. Required Re uired Copies - Copies - Finance CADM-008 Travel /Conferences When No When No Mag, Ppr Invoices are maintained by Longer Longer Finance; GC §34090.7 Required Required VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: CITY ATTORNEY Page CA-1 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). CITY ATTORNEY When No When No City Attorney CA-001 Advice Files / Department Files Longer Required - Longer Required - Mag, Department Preference; GC Minimum 5 Minimum 5 Ppr §34090 years years Attorney Invoice backup /detail Yes: Until Mag, Yes: After Department Preference (meets City Attorney CA-001.1 (confidential) 2 years 3 years 5 years Paid Mfr, OD, S / I QC & OD municipal government auditing Ppr standards); GC §34090 When No When No Preliminary drafts not retained City Attorney CA-002 Bankruptcies - NOT pursued Longer Longer Ppr in the ordinary course of Required Required business; GC §34090 Department Preference City Attorney CA-003 Bankruptcies - Where a claim 10 years 10 years Mag, (negative information remains is filed Ppr on credit ratings for 7 years); GC §34090 City Attorney CA-004 City Attorney Opinions and P P Yes Mfr, OD, S / I Yes: After Department Preference; GC Opinion Index Ppr QC & OD §34090 Minimum Minimum Claim for Damages -Over Final Final Yes: Until Mag, Department preference; CCP City Attorney CA-005 $2,501 Resolution + Resolution + Settlement Ppr §§ 337 et seq.; GC §§34090, 34090.6; PC §832.5(b) 5 years 5 years VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: CITY ATTORNEY Page CA-2 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Destroy Inactive Image: Paper (OFR) Active (Records Total Vital? Media 1=Import after (in office) Retention Options M=Mfr Center) Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). When No When No Longer Longer City Attorney CA-006 Closed Session Materials Required - Required - Mag, Department Preference; GC Minimum 5 Minimum 5 Ppr §34090 years years Litigation Files / Lawsuits / Minimum Court Case Files - Real Final Yes: Until Mag, Department preference; CCP City Attorney CA-007 Property or Historically Resolution + P P Settlement Ppr §§ 337 et seq.; GC §§34090, Significant 5 years 34090.6; PC §832.5(b) Litigation Files / Lawsuits / Minimum Minimum Court Case Files -NOT Real Final Final Yes: Until Mag, Department preference; CCP City Attorney CA-008 Property or Historically Resolution + Resolution + Settlement Ppr §§ 337 et seq.; GC §§34090, 34090.6; PC §832.5(b) Significant 5 years 5 ears Copies - Copies - Mag' Send all final settlement City Clerk CA-009 Settlement Agreements / Final When No When No Mfr, OD, S / I Yes: After agreements and court Court Settlements Longer Longer P p QC & OD settlements to City Clerk; GC Required Required §34090 City Attorney CA-010 Summons 2 years 2 years Ppr' GC §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-1 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). CITY CLERK Agenda Packets: City Council, Mag, Mfr, Yes: After Department preference; GC City Clerk CC-001 Active and Inactive Decision P P OD, Ppr S i I QC & OD §34090 Making Bodies Agreements & Contracts (INFRASTRUCTURE - ALL Starting in 2020, ALL original Settlement Agreements, contracts are sent to the City MOUs, etc. Clerk. 2019 and prior, the City Clerk retained the Agreement or Contract originals of any agreement or includes all contractual contract that the City Clerk obligations (e.g. attested to only. Specifications and Department Preference; All Successful Proposal / Yes: Mag, Yes: After infrastructure, JPAs, & Mutual Aid contracts should be City Clerk CC-003 Scope of Work), Notice of Completion P P Before Mfr, OD, S Inactive permanent for emergency Completion Completion Ppr preparedness; Statute of Limitations is 4 years; 10 Examples of Infrastructure: years for Errors & Omissions; Architects, buildings, bridges, land records are permanent covenants / CC&Rs, golf course by law; CCP §§337. 337.1(a), redesign / construction, 337.15, 343; GC §34090, development, park improvements, Contractor has retention property restrictions, reservoirs, settlement, sewers, sidewalks, requirements in 48 CFR street & alley improvements, 4.703(a) utilities, water. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-2 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Starting in 2020, ALL original contracts are sent to the City Agreements &Contracts g Clerk. 2019 and prior, the (NON -INFRASTRUCTURE City Clerk retained the ALL originals of any agreement or contract that the City Clerk Agreement or Contract attested to only. includes all contractual Covers E&O Statute of obligations (e.g. Specifications Yes: Mag' Limitations (insurance City Clerk CC-004 and Successful Proposal / Completion 10 years Completion Before Mfr, OD, S/I Yes: Upon certificates are filed with Scope of Work) Notice of + 10 years Completion agreement); Published Audit Completion Completion Ppr Standards=4-7 years; Statute of Limitations: Contracts & Examples of Non -Infrastructure: Spec's=4 years, Wrongful Consultants, Franchises, Death=comp. + 5 years, Landscape Maintenance, Painting, Developers=comp. + 10 Slurry Seals (Paving), Tree years; Statewide guidelines Trimming, Leases, Human propose termination + 5 Resources, Professional Services years; CCP §§337. 337.1(a), 337.15, 343; GC §34090 Board & Commission City Clerk CC-004.1 Applications (Successful and 2 years 2 years Mag, Ppr GC §34090 Unsuccessful) Board & Commission / City Clerk CC-005 Committee Maddy Act Lists / 2 years 2 years Mag, Ppr GC §34090 Vacancy Notices VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). City Clerk CC-006 Budgets - Adopted / Final P P Yes: Current Mag, Mfr, S / I Yes: After Department preference; GC (approved via resolution) Fiscal Year OD, Ppr 90 days §34090 et seq. City Council, Board & Mag, Mfr, Yes: After Department preference; GC City Clerk CC-007 Commission Historical List of P P OD, Ppr S / I QC &OD §34090 Members Economic Interest Filings City maintains original City Clerk CC-008 (FPPC 700 Series Forms - 7 years 7 years Mag, Mfr, S / I Yes: After 2 statements; GC Statement of Economic OD, Ppr years §81009(d)(e)(f)&(g) Interests): ALL Economic Interest Filings Statements filed electronically (FPPC 700 Series Forms - are required for 10 years; City Clerk CC-008.1 Statement of Economic 10 years 10 years Mag, Mfr, S / I Yes: City maintains copies only; Interests): ALL OD, Ppr original statements are filed ELECTRONICALLY -FILED with FPPC; GC §81009(f)(g); GC §84615 Economic Interest Filings City Clerk CC-008.2 (FPPC Form 602 / 635) - 5 years 5 years Mag, Mfr, S / I Yes: After 2 2 CCR 18615(d), GC Lobbyist Authorization / OD, Ppr years §81009(e)&(g Reporting City Clerk CC-009 FPPC Form 801 (Gift to 7 years 7 years Mag, Mfr, S / I Yes: After 2 Must post on website; GC Agency Report) OD, Ppr years §81009(e) FPPC Form 802 (Event Ticket Mag, Mfr, Yes: After 2 Should post on website for 4 City Clerk CC-010 / Pass Distributions Agency 7 years 7 years OD, Ppr S / I years years; GC §81009(e) Report) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-4 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). City Clerk CC-011 FPPC Form 803 (Behested 7 years 7 years Mag, Mfr, S / I Yes: After 2 GC §81009(e) Payment Report) OD, Ppr years FPPC Form 806 (Agency Mag, Mfr, Yes: After 2 Must post on website; 2 CCR City Clerk CC-014 Report of Public Official 7 years 7 years OD, Ppr S / I 18702.5; GC §34090; GC Appointments) years §81009(e) Minimum Minimum City Clerk CC-015 FPPC Referral Letters Term of Term of Mag, Ppr Department preference; GC Office + 2 Office + 2 §34090 years years ELECTIONS - CONSOLIDATED City Clerk OR Assessment District Ballots, Utility / Customer CC-016 Protest Letters, & Envelopes - 2 years 2 years Ppr GC §53753(e)(2) Service Prop. 218 proceedings Campaign Filings (FPPC 400 Paper must be retained for at City Clerk CC-017 Series Forms & Form 501): 2 Years P P Mag, Mfr, S Yes: After 2 least 2 years; GC SUCCESSFUL CANDIDATES OD, Ppr years §81009(b)&(g) (Elected Officials) Campaign Filings (FPPC 400 Paper must be retained for at City Clerk CC-018 Series Forms &Form 501): 5 years 5 years Mag, Mfr, S Yes: After 2 least 2 years; GC UNSUCCESSFUL OD, Ppr years §81009(b)&(g) CANDIDATES Campaign Filings (FPPC 400 Series Forms): THOSE NOT Paper must be retained for at City Clerk CC-019 REQUIRED TO FILE 4 years 4 years Mag, Ppr least 2 years; GC ORIGINAL WITH CITY CLERK §81009(f)&(g) (copies) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-5 Office of Retention No. Records Description Retention I Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Campaign Filings (FPPC 400 Series Forms): OTHER Paper must be retained for at City Clerk CC-020 COMMITTEES (PACs -not 7 years 7 years Mag, Ppr least 2 years; GC §81009(c)&(g) candidate -controlled) Candidate File: Nomination CA law states term of office Papers, Candidate Statement Term of Term of and 4 years after the City Clerk CC-021 Forms, etc. - SUCCESSFUL Office + 4 Office + 4 Mag, Ppr expiration of term and does CANDIDATES years years not delineate between the two; EC §17100 Candidate File: Nomination CA law states term of office Papers, Candidate Statement Election + 4 Election + 4 and 4 years after the City Clerk CC-022 Forms, etc. - Mag, Ppr expiration of term and does UNSUCCESSFUL years years not delineate between the CANDIDATES two; EC §17100 Elections - GENERAL, WORKING or ADMINISTRATION Files (Correspondence, Precinct Maps, County Election City Clerk CC-023 Services, Candidate 2 years 2 years Mag, Ppr GC §34090 Statements to be printed in the Sample Ballot, Polling Locations and Precinct Board Members, Notices, Postings, etc.) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-6 Office of Retention No. Records Description Retention I Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Elections - HISTORICAL City Clerk CC-024 (Sample ballot, copies of 2 years P P Mag, Mfr, S No Retained for Historical Value, resolutions with the final OD, Ppr GC §34090 results; Certificate of Election) Results + 8 Results + 8 months, or months, or Not accessible to the public; Final Final The 8 month retention applies Examination Examination after election results, or final City Clerk CC-025 Elections - Petitions (Initiative, if No Election if No Election Ppr examination if no election, Recall or Referendum) + 1 year after + 1 year after unless there is a legal or petition petition FPPC proceeding. EC examination examination if §§17200(b)(3), 17400 if petition is petition is insufficient insufficient Elections - Petitions (Initiative, City Clerk CC-025.1 Recall or Referendum) - IF 1 year 1 year Ppr EC §§17200(b)(3), 17400 Insufficient, and IF Proponents Examine Petition ELECTIONS - STAND-ALONE use in con unction with Consolidated elections ... records series are not repeated City Clerk CC-026 Applications to View Voter 5 years 5 years Ppr EC 2188(f) Registration Information City Clerk CC-028 Ballots, Ballot Security 6 mo. 6 mo. Ppr EC §17302 Envelopes - After Election City Clerk CC-029 Ballots, Ballot Security 6 mo. 6 mo. Ppr EC §17306 Envelopes - After Recount VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-7 Office of Retention No. Records Description Retention I Disposition Comments / Reference Record Inactive Image: Destroy Active Total Media 1=Import Paper after (OFR) (in office) (Records Retention Vital? Options M=Mfr Imaged & Center) S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). City Clerk CC-030 Challenged & Assisted Voters 6 mo. 6 mo. Ppr If uncontested, EC §17304 List City Clerk CC-031 Inspector Receipts for Ballots 6 mo. 6 mo. Ppr EC 17302, 17306 City Clerk CC-032 Precinct Officer Appointments 6 mo. 6 mo. Ppr EC §17503 City Clerk CC-033 Roster of Voters 5 years 5 years Mag, Mfr, EC §17300 OD, Ppr City Clerk CC-034 Tally Sheets, Logic & Accuracy 6 mo. 6 mo. Ppr EC §17304 Test Certifications Vote -by -Mail Applications, City Clerk CC-035 Roster of Absentee 6 mo. 6 mo. Ppr EC §17505 Applications City Clerk CC-036 Vote -by -Mail Identification 6 mo. 6 mo. Ppr EC §17302 Envelopes Voter Index Copies used as City Clerk CC-037 the Voting Record at Polling 6 mo. 6 mo. Ppr EC §17304 Places CityClerk CC-038 Voter Index Original 5 ears 5 years Ppr EC 17001 End of Elections Section City Clerk CC-039 Ethics Training Certificates 5 years 5 years Mag, Ppr GC §53235.2(b) City Clerk CC-039.1 Film Permits (Issued by Film Minimum 2 Minimum 2 Mag, Ppr Department Preference; GC § LA) years years 34090 et seq. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-8 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). City Clerk determines Historical Records, historical significance; Photographs, & Historical records can address a variety City Clerk CC-040 Projects (e.g. Incorporation, P P Mag, Mfr, S No of subjects and media. Some City Seal, Awards of significant OD, Ppr media (e.g. audio and video historical interest, etc.) tape) may be limited because of the media's life expectancy; GC §34090 Housing Lottery / Interest City Clerk CC-041 Forms (Public Works conducts 2 years 2 years Mag, Ppr GC §34090 Lottery) Minutes: City Council, Active Mag, Mfr, City Clerk CC-042 and Inactive Decision Making P P OD, Ppr S / I No GC §34090 Bodies Municipal Code When No When No Preliminary drafts not City Clerk CC-043 Administration, Distribution, Longer Longer Mag, Ppr retained in the ordinary etc. Required Required course of business; GC §34090 Notices: City Council, Active Statute of Limitations on City Clerk CC-044 and Inactive Decision Making 2 years 2 years Mag, Ppr Municipal Government actions is 3 - 6 months; Bodies CCP§337 et seq; GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-9 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Department Preference; Oath of Office: City Council, Term of Term of Statute of Limitations is 4 City Clerk CC-045 Boards & Commission Office + 4 Office + 4 Mag, Mfr, S / I Yes: After years after the discovery of Members years years OD, Ppr QC'd & OD the offense for misconduct in office; PC 801.5, 803(c); GC §34090 City Clerk CC-046 Ordinances P P Mag, Mfr, OD, Ppr S / I No GC §34090 Public Records Requests / Request for Records / Department preference; GC City Clerk CC-047 Subpoenas (Records / Duces 2 years 2 years Mag, Ppr §34090 Tecum) Excludes Police Department preference; Real Property: Deeds, Mag, Mfr, Finals are maintained by City City Clerk CC-048 Easements, Liens, Rights of P P Yes (all) OD, Ppr S No Clerk; Department file may Way include correspondence; GC §34090 et seq. Recordings - AUDIO & VIDEO Department preference; State RECORDINGS of Meetings / law only requires for 30 days; City Clerk CC-049 Audio Tapes 2 years 2 years Mag, OD Video tapes of meetings are - City Council, Active and Inactive required for 90 days; GC Decision Making Bodies §34090.6; GC §54953.5(b) City Clerk CC-050 Records Destruction 10 years 10 years Mag, Mfr, S / I Yes: After Department preference; GC Authorization Forms OD, Ppr QC'd & OD §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 16.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-10 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Records Retention Schedules / Mag, Mfr, City Clerk CC-051 Amendments to Records 10 years P P OD, Ppr S / I No GC §34090 et. seq. Retention Schedules Resolutions: City Council, Mag, Mfr, City Clerk CC-053 Active and Inactive Decision P P OD, Ppr S / I No GC §34090 Making Bodies City Clerk CC-053.1 Secretary of State Statement 2 years 2 years Mag, Ppr GC §34090 of Facts Subpoenas for Personal City Clerk CC-054 Appearance (City Hall 2 years 2 years Mag, Ppr GC §34090 Employees, Fire Employees) Excludes Police VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). ACCOUNTING Department Preference; IRS: 4 years after tax is due or paid Finance / (longer for auditing & contractor Accounting FIN-001 1099's / 1096's 2 years 3 years 5 years Mag, Ppr delinquency); Ca. FTB: 3 years; IRS Reg §31.6001-1(e)(2), R&T §19530, GC §34090; 29 USC 436 Accounts Payable / Invoices and Backup Finance / Yes: Until Mag, Mfr, Yes: After es Department Preference (meets Accounting FIN-002 (Includes Invoices, Travel 2 years 3 years 5 years Paid OD, Ppr S / I & OD municipal government auditing Expense Reimbursements, standards); GC §34090 Check Request, etc. Excludes backup for Attorney invoices) Audit Reports / CAFR - Copies - Copies - (Copies - the original is City Clerk FIN-003 Comprehensive Annual Financial When No When No Mag, Mfr, S / I Yes: After 90 maintained by the City Clerk in Reports and related Audit Longer Longer OD, Ppr days the Agenda Packet); GC Opinions Required Re uired §34090.7 Department Preference (meets municipal government auditing Finance / FIN-004 Audit Work Papers 2 years 3 years 5 years Mag, Ppr standards); Statewide guidelines Accounting propose audit + 4 years; Published articles show 3 - 7 years; GC §34090 Bank Statements and Trustee Statements, Fiscal Agent Department Preference; meets Finance / FIN-005 Statements, Investment Account 2 years 3 years 5 years Mag, Ppr auditing standards; GC §34090, Accounting Statements, Bank 26 CFR 31.6001-1 Reconciliations, Bank Deposits, Bank Transmittal Advice VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Securities (Performance Bonds, Letters of Credit, CD's, etc.) are Public Bonds (Performance Bonds, Release of Release of released after the Notice of Works / FIN-006 Subdivision Bonds, Letters of Bond /Letter Bond /Letter Mag, Ppr Completion is issued and Developme Credit) of Credit of Credit replaced with the Warranty nt Services Bond, which is released 1 year after the Notice of Completion date. GC §34090 Department Preference; Statute Bonds (Revenue) Official of Limitations for bonds, Statements / Transcripts / mortgages, trust deeds, notes or Certificates of Participations Fully Full y debentures is 6 years; Bonds Finance / FIN-007 (COPs) - Includes Continuing Defeased + Defeased + Yes: Until Mag, Mfr, S / I Yes: After 90 issued by local governments are Accounting Disclosure Reports 10 years 10 years Maturity OD, Ppr days 10 years; There are specific requirements for disposal of See Bank Statements for unused bonds; CCP §§336 et statement retention. seq. 337.5(a); 26 CFR 1.6001- 1(e): GC §43900 et seq. Copies - Copies - Yes: City Clerk FIN-008 Budgets - Adopted / Final When No When No Current Mag, Mfr, S / I Yes: After 90 City Clerk maintains originals; (approved via resolution) Longer Longer Fiscal Year OD, Ppr days GC §34090.7 Required Re uired Finance / Budgets - Preliminary, Proposed, When No When No Accounting FIN-009 Backup Documents Longer Longer Mag, Ppr Preliminary drafts; GC §34090 Required Required Department preference; this is Finance / FIN-010 Checks / Warrants (Issued by the 7 years 7 years Mag, Ppr the length of time commercial Accounting City, Cashed / Paid) banks retain images of the checks; GC §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Department preference; All tangible property held by Finance / Escheat (Unclaimed money / government agencies escheats Accounting FIN-011 uncashed checks) 5 years 5 years Mag, Ppr after 3 years; Statute of Limitations is 1 year for seized property; CCP §§340(d), 1519; GC §34090 Finance / FIN-012 FEMA Reimbursement / OES 1 year 9 years 10 years Mag, Ppr Department Preference; GC Accounting Reimbursements §34090 Data Fields / Records are Indefinite Indefinite interrelated; FERC requires 10 Finance / FIN-013 Financial Services Database (Minimum (Minimum Yes Mag years for GLs, Subsidiary Accounting 10 years) 10 years) Ledgers and Journal Vouchers; 18 CFR 125.2 & 125.3; GC §34090 Department Preference (bond auditing purposes; IRS regulations state, "...material Finance / Fixed Asset List / Fixed Asset records should generally be kept Accounting FIN-014 Evaluation Study / Depreciation 2 years P P Mag, Ppr for as long as the bonds are Schedules outstanding, plus 3 years after the final redemption date of the bonds"); 26 CFR 1.6001-1(e); GC §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-4 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Department Preference; Meets Investments / Arbitrage Report / auditing standards; Published Swaps / Certificate of Deposit / articles show disposal + 7 years Finance / FIN-015 Investment Bonds (Receipts / 5 years 5 years Yes: Until Mag, Ppr for security brokerage slips; Accounting Advisor Reports / Trade Tickets / Paid statewide guidelines propose LAIF (Local Agency Investment permanent; FTC Reg's rely on Fund)) "self -enforcement"; GC§§ 34090, 43900 Finance / Journal Entries / Journal Mag, Mfr, Required because of electricity Accounting FIN-016 Vouchers 2 years 8 years 10 years OD, Ppr S / I No regulations; 18 CFR 125 et seq.; GC §34090, CCP § 337 Reports, Subsidiary Ledgers, Department preference (The Reconciliations, Registers, When No When No Financial System Database is Finance / FIN-017 Transaction Histories, Balance Longer Longer Mag, Ppr the original; reports are Accounting Sheets, Revenue & Expenditure Required Required considered drafts or copies); GC Reports, etc. (MONTHLY OR §34090 PERIODIC) Reports: Annual State or Federal: State Controller's Finance / FIN-018 Report, Local Government 2 years 3 years 5 years Mag, Mfr, S / I Yes: After Department Preference; Meets Accounting Compensation Report, Gas Tax, OD, Ppr QC & OD auditing standards; GC §34090 MOE (Maintenance of Effort) Report, Street Report, etc. Finance / Transportation Audits / PERS Department Preference (meets Accounting FIN-019 Audit, etc. 5 years 5 years Mag, Ppr municipal government auditing standards); GC §34090 Finance / FIN-020 Treasurer's Reports & Backup 2 years 3 years 5 years Mag, Ppr Department Preference; GC Accounting §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-5 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Department Preference (meets municipal government auditing Finance / FIN-021 W-9s Minimum 5 Minimum 5 Yes: Until Mag, Mfr, S / I Yes: After standards); Statewide guidelines Accounting years years Paid OD, Ppr QC & OD propose audit + 4 years; Published articles show 3 - 7 ears; GC §34090 BUSINESS LICENSE & REVENUE Accounts Receivable - nee / Miscellaneous - Backup for Department preference; Meets us Business FIN-022 Damage to Public Property, 5 years 5 years Mag, Mfr, S / I Yes: After auditing standards; GC §34090 License & ODPpr , QC & OD Revenue Invoices to Outside Entities, et seq. Rent Billings, etc. Finance / Business FIN-022.1 Alarm Permits Expiration + Expiration + Mag, Mfr, S / I Yes: After Department preference; GC License & 2 years 2 years OD, Ppr QC & OD §34090 et seq. Revenue Copies - Copies - City FIN-023 Bankruptcies When No When No Mag, Ppr GC §34090.7 Attorney Longer Longer Required Required Finance / Business FIN-024 Business License & Permit Indefinite Indefinite Yes Mag Data Fields / Records are License & Database interrelated; GC §34090 Revenue Finance / Business FIN-025 Business License Applications 5 years 5 years Mag, Mfr, S / I Yes: After Department preference; GC License & and Changes OD, Ppr QC & OD §34090 et seq. Revenue VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-6 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Finance / Business FIN-026 Business License Renewals 5 years 5 years Mag, Mfr, S / I Yes: After Department preference; GC License & OD, Ppr QC & OD §34090 et seq. Revenue Finance / Business Cash Receipts / Daily Cash Mag, Mfr, Yes: After Department preference; Meets License & FIN-027 Summaries / Cashiers Reports / 1 year 4 years 5 years OD, Ppr S / I QC & OD auditing standards; GC §34090 Revenue Cash Reports / Petty Cash et seq. Collections / Collection Agency Department preference; Lead Dept. FIN-028 Case Files & Statements / 5 years 5 years Mag, Ppr Delinquencies remain on credit Delinquent Accounts reports for 7 years; GC §34090 et seq. Finance / Business FIN-029 Returned Checks / NSF Checks 5 years 5 years Mag, Ppr Department Preference; Meets License & I I auditing standards; GC §34090 Revenue Finance / Department preference; Meets Business FIN-029.1 Utility User Tax Remittance 5 years 5 years Mag, Mfr, S / I Yes: After auditing standards; GC §34090 License & OD, Ppr QC & OD et seq. Revenue PAYROLL Finance / FIN-033 Auto Pay Authorization Forms / 2 Years 3 years 5 years Mag, Ppr Department Preference; GC Payroll Direct Deposit Authorizations §34090 Finance / CalPERS Reports - Annual Department Preference; GC Payroll FIN-034 Valuation Reports, Actuarial 2 years 3 years 5 years Mag, Ppr §34090 Valuation Reports VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-7 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . DE-6, DE-7, DE-9, DE-43, W-3, & Department Preference; IRS: 4 DE-166, 941 Forms, IRS 5500 yrs after tax is due or paid; Ca. Finance / Forms (Employee Benefit Plans), FTB: 3 years; Articles show 7 Payroll FIN-035 PERS / FICA & Medicare 2 years 3 years 5 years Mag, Ppr years; 26 CFR §31.6001-1(e)(2), Adjustments - Quarterly Payroll R&T §19530; 29 CFR 516.5 - Tax Returns / OASDI, Federal 516.6, 29 USC 436, GC §34090 Tax Deposits, Adjustments, etc. Finance / FIN-036 Deferred Compensation (457) 2 years 3 years 5 years Mag, Ppr Department preference; GC Payroll Reports, Registers §34090 Finance / When No When No Preliminary drafts not retained in Payroll FIN-037 Employment Verifications Longer Longer Mag, Ppr the Regular Course of Business Required Required GC §34090 Department preference; IRS Payroll Benefit Files / Regulation for W-4s is four Administration Forms (W-4s, years after the due date of such Finance / FIN-038 Changes, Employee, Computer Separation + Separation + Yes Mag, Mfr, S / I Yes: After tax for the return period to which Payroll Loan Receipts and Payments, 5 years 5 years OD, Ppr QC & OD the records relate, or the date Vacation pay-off requests, etc.) such tax is paid, whichever is the later. 26 CFR 31.6001-1; GC §34090 Finance / FIN-039 Payroll Journals / Payroll 2 Years 3 years 5 years Mag, Mfr, S / l Yes: After Department preference; GC Payroll Registers / Pay Day Registers OD, Ppr QC & OD §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-8 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Department preference; Meets auditing standards (audit + 4 years); IRS requires 4 years; Ca. requires 2 yr min.; FTB keeps 3 Time Cards / Time Sheets / Time years; Most Employees provide Finance / Off Request Forms / Payroll Mag, Mfr, Yes: After digital signatures when they Payroll FIN-040 Certifications / Leave Requests / 2 years 3 years 5 years OD, Ppr S / I QC & OD submit their timecards, but some Payroll Exception Forms in Public Works and Community Services do not (another employee enters their time); IRS Reg §31.6001-1(e)(2), R&T §19530; LC § 1174(d); 29 CFR 516.5; GC §34090 Department Preference; IRS: 4 yrs after tax is due or paid; Ca. Finance / FTB: 3 years; Articles show 7 Payroll FIN-041 W-2's 2 years 3 years 5 years Mag, Ppr years; IRS Reg §31.6001- 1(e)(2), R&T §19530; 29CFR 516.5 - 516.6, 29USC 436, GC 34090 PURCHASING Finance / Asset Disposal / Sale / Auction / Department preference (meets Purchasing FIN-042 Surplus 5 years 5 years Mag, Ppr municipal government auditing standards); GC §34090 Finance / Department preference (meets Purchasing FIN-043 Credit Applications 2 years 2 year Mag, Ppr municipal government auditing standards); GC §34090 Finance / Purchase Orders / Purchase Department preference (meets Purchasing FIN-044 Contracts 5 years 5 years Mag, Ppr municipal government auditing standards); GC §34090 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-9 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Finance / FIN-045 Vehicle Titles - Copy of Release 2 years 2 years Mag, Ppr DMV records retained for Purchasing of Liability convenience Finance / FIN-046 Vehicle Titles (Pink Slips) - All Sale or Sale or Mag, Ppr Department Preference; GC Purchasin Vehicles Dis osal Disposal 34090 RISK MANAGEMENT Finance / Claim for Damages - Up to Final Final Yes: Until Department preference; CCP §§ Risk FIN-046.1 $2,500 /Damage to City Property Resolution + Resolution + I Settlement Mag, Ppr � 337 et seq.; GC §§ 9a1�� 9,�5.6, Manag. 5 years 5 years 34090, 34090.6; PC §832.5(b) Finance / Insurance Certificate Renewals Covers E&O Statute of Risk FIN-046.2 for Vendor Agreements & 11 years 11 years Mag, Mfr, S/I Yes: After Limitations and latent defects; Manag. Contracts / Certificate of Liability OD, Ppr QC & OD CCP §§337. 337.1(a), 337.15, Insurance 343; GC §34090 Finance / Risk FIN-047 Insurance Polices (City -owned P P Mag, Mfr, S / I Yes: After '& Department Preference; GC Manag. policies) OD, Ppr QC OD §34090 Finance / JPA / JPIA Reports / General Department Preference; GC Risk FIN-048 Liability Claim Runs 5 years 5 years Ppr §34090 Manag. VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-1 Office of Records Records Description Retention / Disposition Comments / Reference Record Series # Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & C'd If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement . FIRE ADMINISTRATION Emergency Operations Plan Superseded Superseded Mag, Fire / FR-001 (includes Office of Emergency and and Yes Mfr, OD, S/I No GC §34090 Admin. Management & Homeland Approved Approved Ppr Security) Fire / FR-002 EOC Activations & Drills 10 years 10 years Mfr, OD, S / I Yes: Department Preference; GC Admin.After Ppr QC §34090 Fire / Fire Sprinkler Inspections and/or Minimum 10 Minimum 10 Mag, Department Preference; GC Admin. FR-003 Certifications (includes Title 19 years years Ppr §34090 certifications) Fire / Monthly Statistical Reports /Run When No When No Mag' Considered a preliminary draft / Admin. FR-004 Statistics Longer Longer Ppr copy (the Fire database is the Required Required original); GC §34090 et seq. Copies - Copies - Originals Maintained by City Clerk City Clerk FR-005 Mutual Aid Agreements, Joint When No When No Mag, or County Clerk of the Board Power Authorities Longer Longer Ppr Permanently; GC §34090.7 Required RequiredFire Admin. FR-006 Ride -A -Long Waivers 2 years 2 years Ppr' GC §34090 Department preference; Preliminary drafts not made or Fire / Minimum 2 Minimum 2 Mag, Yes: retained for the purpose of Admin. FR-007 Special Events / Ops Plan Mfr, OD, S / I After QC preserving the informational years years Ppr & OD content for future reference; GC §34090, GC §6252; 64 Ops. Cal. Atty. Gen. 317 (1981)) Fire / FR-008 Strike Team Reimbursement (OES 10 years 10 years Mag, Department Preference; GC Admin. / FEMA) I Ppr §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-2 Office of Records Record Series # Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (Records Vital? after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement . EMERGENCY MEDICAL SERVICES Department Preference - Controlled Substance Logs, ag Controlled substances are Fire / EMS FR-009 Inventories / Ambulance Inventory 3 years 3 years Yes Pprr' required for 2 years after inventory Logs or transaction; 21 CFR §1304.04, 1310.04 Fire / EMS FR-010 Emergency Medical Database Indefinite Indefinite Yes Mag Data is interrelated; GC §34090 and Admin. EMS Complaints / CQI (Continuous Statute of Limitations for health Fire / EMS FR-011 Quality Improvement) / Quality 3 years 3 years Mag, providers is 3 years; 13 CCR Assurance Ppr 1100.7, LIFC §104.3.2, §104.3.4, GC §34090 HIPAA Policies and Procedures Superseded Superseded Mag, Yes: Fire / EMS FR-012 (Health Insurance Portability and + 6 years + 6 years Mfr, OD, S After 1 24 CFR 164.5300) Accountability Act) Ppr I year VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-3 Office of Records Records Description Retention / Disposition Comments / Reference Record Series # Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & C'd If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, com taints, audits, public records re nests, and/or investi ations sus end normal retention periods retention resumes after settlement . Department Preference; adults required for 7 years; minors until 1 year after age 18, but not less than 7 years; 10 years is recommended by AHIMA for "healthcare Patient Care Reports / PCRs / providers"; Statute of Limitations Fire / Paramedic Release Forms (EMS Mag, Yes: for health providers is 3 years; Admin. & FR-013 transportation) / Consent Form with 20 years 20 years Mfr, OD, S After 1 CCP §340.5, GC §34090; H&S EMS Assignment of Benefits: ADULTS Ppr year §§1797.98(e) 123145; 42 CFR 482.24(b); 9 CCR 9444, 22 CCR AND JUVENILES 70751(c) & 71551(c); 22 CCR 70751(c), 71551(c), 73543(a), 74731(a), 75055(a), 75343(a), 77143(a), W&I 14124.1; CMS Pub. 100-4, Chapter 1, Section 110.3 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-4 Office of Records Records Description Retention / Disposition Comments / Reference Record Series # Destroy Image: Inactive Paper Active Total Media 1=Import (OFR) (Records Vital? after (in office) Retention Options M=Mfr Center) Imaged & S=Scan C'd If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement . FIRE MARSHAL / FIRE PREVENTION Annual Fire Inspection Notices / Citations / Notice of Violations Life of the Life of the Department preference; California Fire / Fire (Approvals, Inspections, Fires, Structure or Structure or Fire Code requires 5 years or Life Prevention Modification / Alternative Methods Activity, or Activity, or Mag, Yes: of the Structure or Activity, for Admin. / FR-014 or Materials) Minimum 5 Minimum 5 Mfr, OD, S / I After QC Approvals, Inspections, Fires, Public years, years, Ppr & OD Modification / Alternative Methods Works Fire Perm it(Construction Permits), and Whichever Whichever or Materials; CFC §§ 104.6 — Occupancy inspections are maintained is Longer is Longer 104.6.4; GC §34090 in Public Works Address Files Fire / Fire Fire Investigations - Arson & Mag, Yes: Department preference (Capital Marshal FR-016 P P Mfr, OD, S / I After QC Crimes have no statute of Admin. Capital Crimes Only Ppr & OD limitations); GC §34090 et seq. When No When No Fire / Fire Longer Longer Marshal FR-017 Fire Investigations -OTHER Than Required - Required - Mag, Department preference; GC Admin. Arson &Capital Crimes Minimum 5 Minimum 5 Ppr §34090 et seq. years years When No When No Fire / Fire Longer Longer Prevention FR-018 Public Information /Education Required - Required - Mag, Department Preference; GC (When produced internally) Ppr §34090 Admin. Minimum 2 Minimum 2 years years When No When No Fire / Fire Longer Longer Prevention FR-019 Weed Abatement / Vegetation Required - Required - Mag, Department Preference; GC Abatement Ppr §34090 Admin. Minimum 2 Minimum 2 ears years VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-5 Office of Records Records Description Retention / Disposition Comments / Reference Record Series # Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & C'd If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement . OPERATIONS / SUPPRESSION Department Preference to be in Apparatus, Equipment & Vehicle Surplus + 2 Surplus + 2 Mag, compliance with NFPA Standards Fire / Ops FR-020 Records & Testing years years Ppr for in-service automotive fire apparatus ; NFPA 1911.4.7.3 & Annex C.5, GC §34090 When No When No Longer Longer Fire / Ops FR-021 Daily Log Books Required - Required - Ppr GC §34090 Minimum 2 Minimum 2 years years Department preference; Calif. Labor Division is required to keep Employee Training File (by their OSHA records 7 years; employee) EEOC/FLSA/ADEA (Age) requires Separation + Separation + Mag, Yes: 3 years for promotion, demotion, Fire / Ops FR-023 Individual Training Certificates, 5 years 5 years Mfr, OD, S When transfer, selection, or discharge; Continuing Education for Ppr Inactive State Law requires 2 -3 years for Paramedics personnel actions; 8 CCR §3203 et seq., 29 CFR 1627.3(b)(ii), LC §6429(c); GC §§12946, 34090, 53235.2(b) Fire / Ops FR-024 Fire Hydrant Valve Exercises / Minimum 10 Minimum 10 Mag, Department Preference; GC Notice of Deficiency years years Ppr §34090 Fire / Admin. & FR-025 Fire Incident RMS Database Indefinite Indefinite Yes Mag, Data is interrelated; GC §34090 et Ops Ppr seq. Fire / Ops FR-033 Fire Incident Reports 3 years 3 years Ppr' GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-6 Office of Records Records Description Retention / Disposition Comments / Reference Record Series # Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & C'd If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, com taints, audits, public records re nests, and/or investi ations sus end normal retention periods retention resumes after settlement . Fire / Ops FR-026 Fire Training Center - Waivers of 2 years 2 years Mag' GC §34090 Liability Ppr Fire / Ops FR-027 ISO Insurance Ratings 15 years 15 years Mag, Department Preference (rated Ppr every 10 years); GC §34090 Fire / Ops FR-028 Pre -plan Sheets When When Yes: Before Mag, Preliminary drafts; GC §34090 et Superseded Superseded Event Ppr seq. Fire / Programs and Projects (e.g. Cadet, Minimum 2 Minimum 2 Mag, Department Preference; GC § Admin. & FR-029 CPR Program, Fire Service Day, years years Ppr 34090 et seq. Ops etc.) Fire / Ops FR-030 Training Database / Log (Target Indefinite Indefinite Mag, Data is interrelated; GC §34090 et Solutions) Ppr seq. When No When No Vehicle Safety Checks /Daily Longer Longer Fire / Ops FR-031 Vehicle Inspections /Daily Required - Required - Ppr GC §34090 Equipment Checks (Fire Vehicles Minimum 2 Minimum 2 Only) ears years VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 8.0 RECORDS RETENTION SCHEDULE: HEALTH & ENVIRONMENTAL CONTROL Page H&EC-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). HEALTH & ENVIRONMENTAL CONTROL CUPA - Certified Unified Program Age c Health & Address Files: Inspections & Mag' Yes: After Department Preference; GC Environmental H&EC-001.1 Permits P P Yes Mfr, OD, S/ I QC & OD §34090 Control Ppr Department Preference; Health & Aboveground Storage Tanks applies to both Tier I and Tier Environmental H&EC-001 20 years 20 years Mag, Ppr II Tanks; (Tier II tanks are Control Inspections, Integrity Testing, required to have an integrity Maintenance, Repairs test every 20 years); GC §34090 Health & Animal Control Notices to Comply, Environmental H&EC-004 Warning Letters / Notices / Citation 2 years 2 years Mag, Ppr GC §34090 Control Books Health & Environmental H&EC-005 Animal Licenses / Dog Licenses 2 years 2 years Ppr GC §34090 Control Department preference; Health & Backflow: Water System Mag, Yes (after Meets California Department Environmental H&EC-006 Backflows /Cross- Connection 5 years 5 years Mfr, OD, S / I 2 years) of Health requirements (3 Control Ppr years); GC §34090; 17 CCR 7605(f) Health & CalARP (California Accidental When No When No City is not lead agency; given Environmental H&EC-008 Release Prevention) Risk Longer Longer Mag, Ppr back to facility; Facility Owner Control Management Reviews, Comments Required Required re -certifies every 5 years. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 8.0 RECORDS RETENTION SCHEDULE: HEALTH & ENVIRONMENTAL CONTROL Page H&EC-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Destroy Inactive Image: Paper (OFR) Active (Records Total Vital? Media 1=Import after (in office) Retention Options M=Mfr Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement). Health & Retail Food Facilities: Catering Environmental H&EC-009 Truck Permits, Inspections, 2 years 2 years Mag, Ppr GC §34090 Control Citations, Violations Health & Free Sale Letters / Food Shipping Environmental H&EC-012 Certificates 2 years 2 years Mag, Ppr GC §34090 Control Health & Hazardous Waste Manifests / Mag, Department Preference; 40 Environmental H&EC-015 Certificates of Disposal (In 5 years P P Mfr, OD, S Yes: After CFR 262.40, 8 CCR Control Address Files) Ppr QC & OD 3204(d)(1)(A), 22 CCR 66262.40 Health & Jail Inspections (Temporary Environmental H&EC-016 Holding Facility) 2 years 2 years Mag, Ppr GC §34090 Control Health & Environmental H&EC-016.1 Liens and Releases P P Mag, Ppr GC §34090(a) Control Health & Monitoring Well Permits / Mag' Yes: After Department Preference; GC Environmental H&EC-013 Groundwater Quality /Infiltration P P Mfr, OD, S 1 year §34090 et. seq. Control Ppr Finance / Permitted Uses / Health Permit Data Fields / Records are Accounting H&EC-017 Inspection Database (Envision) Indefinite Indefinite Yes Mag interrelated; GC §34090 Health & Permitted Uses Billing / Invoices Mag, Department Preference Environmental H&EC-018 & Reconciliations (Food, 5 years 5 years Mfr, OD, S / I Yes (after (meets municipal government Control Garment, Hazardous Materials, Ppr 2 years) records); GC §34090 Underground Storage Tanks, etc.) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 8.0 RECORDS RETENTION SCHEDULE: HEALTH & ENVIRONMENTAL CONTROL Page H&EC-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Health & Permitted Uses / Occupancy Mag, Department Preference; Environmental H&EC-019 Inspections: Hazardous Materials P P Mfr, OD, S / I Yes (after CUPA Inspections are Control / USTs (Salmon) Ppr 2 years) required for 5 years; 27 CCR 15185 & 15280; GC §34090 Health & Permitted Uses / Occupancy Change of Change of Mag, Yes (after Department Preference; GC Environmental H&EC-020 Inspections: Food Processing Occupant + 2 Occupant + 2 Mfr, OD, S / I 2 years) §34090 Control Occupancies (Green) years years Ppr Health & Permitted Uses / Occupancy Change of Change of Mag, Yes (after Department Preference; GC Environmental H&EC-021 Inspections: Garment Assembly Occupant + 2 Occupant + 2 Mfr, OD, S / I 2 years) §34090 Control Occupancies (Gold) years years Ppr Health & Permitted Uses / Occupancy Change of Change of Mag, Environmental H&EC-022 Inspections: Light Use Occupant + 2 Occupant + 2 Mfr, OD, S / I Yes (after Department Preference; GC Control Occupancies - No Permits years years Ppr 2 years) §34090 Required (White) Health & Permitted Uses / Occupancy Change of Change of Mag, Yes (after Department Preference; GC Environmental H&EC-023 Inspections: Solid Waste / Occupant + 2 Occupant + 2 Mfr, OD, S / I 2 years) §34090 Control Recycling years years Ppr Department Preference Health & Pest Control / Pesticide Use (agricultural pesticide records Environmental H&EC-024 Reports 2 years 2 years Mag, Ppr are required for 2 years); 3 Control CCR 6623, 40 CFR 171.11 et seq.; GC §34090 Health & Remediation Cases / Studies and Mag' Environmental H&EC-025 Reports, Contamination Data, P P Mfr, OD, S/ I Yes (after Department Preference; GC Control Permits for Soil Boring, Site Safety Ppr 2 years) §34090 Plans, etc. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 8.0 RECORDS RETENTION SCHEDULE: HEALTH & ENVIRONMENTAL CONTROL Page H&EC-4 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). Health & Solid Waste Franchise Hauler Expiration + 2 Expiration + Department Preference; GC Environmental H&EC-026 Permits / Recycling Permits / Truck years 2 years Mag, Ppr §34090 Control Inspections Health & Mag, Department Preference Environmental H&EC-026.1 Solid Waste Franchise Payments 10 years 10 years Mfr, OD, S / I Yes (after (exceeds municipal Control Ppr 2 years) government auditing standards; GC §34090 Solid Waste Tonnage Reports / AB Yes (after Department Preference; GC Environmental H&EC-027 939 Compliance 5 years 5 years Mfr, OD, S / I 2 years) §34090 Control Ppr Department Preference; Health & Minimum 5 Minimum 5 Monitoring records required Environmental H&EC-028 Stormwater Illicit Discharges Mag, Ppr for 3 years; 40 CFR Control years years §§122.21, 122.41, 122.44; CCP §337 et seq. Monitoring and Maintenance records are required on site for 3 years, 6 '/2 years for Health & Underground Storage Tanks cathodic protection Environmental H&EC-030 7 years 7 years Mag, Ppr maintenance, 5 years for Control UST Monitoring, Inspections calibration & maintenance of release detection systems; 23 CCR 2712(b); H&S §25284.2(i) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 8.0 RECORDS RETENTION SCHEDULE: HEALTH & ENVIRONMENTAL CONTROL Page H&EC-5 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Underground Storage Tanks (City- Department Preference Health & Owned and/or Privately Owned) Mag, Yes: After (required for the life of the Environmental H&EC-031 P P Mfr, OD, S 1 year tank); 23 CCR 2712(b), H&S Control Locations, Soil Remediation, Ppr §25284.2(i); GC §34090 et. Monitoring Well Records seq. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-1 Office of Record Retention No. Records Description Retention I Disposition Comments / Reference Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC-d? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). HUMAN RESOURCES Department Preference; Instructions state "Generally, 1095-C, 1094-C (Employer- keep copies of information Human Provided Health Insurance returns you filed with the IRS Resources HR-001 Offer and Coverage & 5 years 5 years Mag, Ppr or have the ability to Transmittal Form) reconstruct the data for at least 3 years, from the due date of the returns"; GC §34090 Department preference; 29 Human Background File Separation + Separation + CFR 1602.31 & 1627.3(b)(ii), Resources HR-002 (SUCCESSFUL) 6 years 6 years Mag, Ppr GC §§ 3105, 12946, 34090; Except for Police Dept. 29 USC 1113; 8 CCR §11040.7(7)(C) Department preference; 29 Human Background File CFR 1602.31 & 1627.3(b)(ii), Resources HR-003 (UNSUCCESSFUL) 3 yeas 3 years Mag, Ppr GC §§ 3105, 12946, 34090; Except for Police Dept. 29 USC 1113, 8 CCR §11040.7(7)(C) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Bureau of National Affairs Classification / Reorganization recommends 2 years for all Human Studies (for employee Minimum 3 Minimum 3 supplementary Personnel Resources HR-004 classifications and department years years Mag, Ppr records; Wage rate tables are structures) 1 or 2 years; State requires 2 years; 29 CFR 516.6, 29 CFR 1602.14, GC §§12946, 34090 Department preference; PERS requires 5 years for Compensation Earnable (usually compensation is adopted via Resolution of the City Council); Bureau of Human HR-005 Compensation Surveys & Minimum 3 Minimum 3 MagP r ' p National Affairs recommends Resources Studies years years 2 years for all supplementary Personnel records; Wage rate tables are 1 or 2 years; State requires 2 years; 29 CFR 516.6(2), 29 CFR 1602.14, 2 CCR 270.5; GC §§12946, 34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-3 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC-d? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). All State and Federal laws require retention until final Human Department of Fair Final Final disposition of formal Resources HR-006 Employment & Housing (DFEH Disposition + Disposition + Mag, Ppr complaint; State requires 2 or EEOC) Claims 3 years 3 years years after "fully and finally disposed"; 2 CCR 11013(c); GC §§12946, 34090 When When Human HR-007 DMV Pull Notices (All, Superseded, Superseded, Mag, Ppr Department Preference; GC Resources Including Fire & PD) or Upon or Upon §34090 Separation Separation Department preference; D.O.T. Requires 5 years for positive tests, 1 year for negative tests; EEOC/FLSA/ADEA (Age) Human HR-008 Drug & Alcohol Test Results 5 years 5 years Mag Ppr requires 3 years physical Resources (All - Positives and Negatives) examinations; State Law requires 2 years; 29 CFR 1627.3(b)(1)(v), GC §§12946, 34090; 49 CFR 655.71 et seq.; 49 CFR 382.401 et seq. 49 CFR 653.71 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-4 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC-d? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Tuition Reimbursement Employee in Employee in Department Preference; Human Determination Memorandas Good Good Meets Municipal Government Resources HR-009 (Employee is in Good Standing + 5 Standing + 5 Mag, Ppr Auditing Standards; Statute of Standing) years years Limitations is 4 years; CCP §337 et. seq., GC §34090 Department Preference; EEOC/FLSA/ADEA (Age) requires 3 years for Human Separation + Separation + promotion, demotion, Resources HR-010 Grievance Files 6 years 6 years Mag, Ppr transfer, selection, or discharge; State Law requires 2 -3 years; 29 CFR 1602.31 & 1627.3(b)(ii), GC §§ 3105, 12946, 34090; 29 LISC 1113 Required for 1 year from termination or 3 years from hiring, whichever is later; EEOC / FLSA / ADEA (Age) Human HR-011 I-9s Separation + Separation + Mag Ppr requires 3 years for "any Resources 3 years 3 years other forms of employment inquiry"; State Law requires 2 3 years; 8 CFR 274a.2; 29 CFR 1627.3(b)(1); GC §§12946, 34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-5 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Human HR-011.1 Investigator Contracts Completion + Completion + Mag Ppr Department preference; CCP Resources 5 years 5 years §337 et. seq., GC §34090 Department preference; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, Minimum Minimum transfer, selection, or Human HR-012 Job Descriptions / Superseded Superseded Mag, Mfr, S / I Yes: After discharge; State Law requires Resources Classification Specifications + 3 years + 3 years OD, Ppr QC & OD 2 -3 years; retirement benefits is 6 years from last action; 29 CFR 1602.31 & 1627.3(b)(ii), 8 CCR §3204(d)(1) et seq., GC §§12946, 34090; 29 USC 1113 Labor Relations Files Human HR-013 (Negotiation Notes, 3 years 3 years Mag, Ppr Department Preference; GC Resources Correspondence, Interpretation §34090 of MOU Provisions, Documentation, etc.) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-6 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Calif. Labor Division is required to keep their records Human HR-014 OSHA Logs & Citations - Osha 5 years 5 years Mag, Mfr, S Yes: After 7 years; OSHA requires 5 Resources Log 200, 300, 301, 301A, etc OD, Ppr QC & OD years; State law requires 2 years; 8 CCR §3203(b)(1), GC §34090.7; LC §6429c Department Preference; Personnel Files - Employee statute of limitations for File retirement benefits is 6 years from last action; EEOC/FLSA/ADEA (Age) Includes Application, requires 3 years for Human HR-015 Evaluations, Policies, Oaths of Separation + Separation + Mag, Mfr, S Yes: After promotion, demotion, Resources Office, PAFs (Personnel 6 years 6 years OD, Ppr QC & OD transfer, selection, or Action Forms), Harassment discharge; State Law requires Prevention Training 2 -3 years; 29 CFR 1602.31 Certificates, etc. & 1627.3(b)(ii), GC §§ 3105, 12946, 34090; 29 USC 1113; LC §1198.5; GC §53237.2(b) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-7 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Personnel Files - Medical File Separation + Department preference; Files (all employees, including 24 years, or 30 years, or maintained separately; retiree files) Termination Termination Claims can be made for 30 Human HR-016 Separation + of Benefits of Benefits + Yes: Until Mag, Mfr, S Yes: After years for toxic substance Resources Pre -employment Health 6 ears Y + 5 ears, Y 5 years, Separation P OD, Ppr P QC & OD exposure; 8 CCR 3204 d 1 P § () () Clearances, ADA whichever is whichever is et seq., 8 CCR 5144, 29 Accommodations, Respirator longer longer CFR 1910.1020(d)(1)(i), GC Fit Tests, etc. §§12946, 34090 Human HR-016.1 Public Self -Insurer's Annual 5 years 5 years Mag Ppr Meets auditing standards; GC Resources Report §34090 Recruitment and Testing File Department preference; (Includes Advertisements, EEOC / FLSA / ADEA (Age) Applications for Unsuccessful Hiring Hiring requires 1-3 years; State Law Human HR-017 Candidates, Interview Notes, Decision + 3 Decision + 3 Mag, Ppr requires 2 - 3 years; 29 CFR Resources Job Brochures, Test Data, years years 1627.3(b)(1), 29 CFR Testing Analysis & statistical 1602.14 et seq. 2 CCR Metric, Job Analysis, Rating 11013(c); GC §§12946, Sheets, Scantrons, etc.) 34090 Department preference; Per NeoGov Policy; 29 CFR Human HR-017.1 Recruitment Database 5 years 5 years Mag, Ppr 1627.3(b)(1), 29 CFR Resources (NeoGov) 1602.14 et seq.2 CCR 11013(c); GC §§12946, 34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 11.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-8 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Department preference; 8 Human HR-017.2 Safety Committee Meetings 2 years 3 years 5 years Mag, Mfr, S Yes: When CCR §3203 et seq., 29 CFR Resources OD, Ppr Inactive 1627.3(b)(ii), LC §6429(c); GC §§12946, 34090 Studies & Surveys - Informal - When No When No Preliminary drafts not Human HR-018 Conducted on Behalf of the Longer Longer Mag, Ppr retained in the ordinary Resources City (Sick Leave, Attrition, Required Required course of business; GC Benefits, etc.) §34090 Human HR-019 Workers Compensation Claim 5 years 5 years Mag Ppr Meets auditing standards; GC Resources Runs / Monthly Reports §34090 Separation + Department preference; Files 20 years, or 30 years, or maintained separately; Workers Compensation Claims Termination Termination Claims can be made for 30 Human HR-020 (Includes all Accident, or Injury Separation + of Benefits of Benefits + Yes: Until Mag, Mfr, S Yes: After years for toxic substance Resources Reports from Employees s) 10 years + 5 years, 5 years, Separation OD, Ppr QC & OD exposure; 8 CCR §3204(d)(1) whichever is whichever is et seq., 29 CFR longer longer 1910.1020(d)(1)(i), GC §§12946, 34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 4.0 RECORDS RETENTION SCHEDULE: INFORMATION TECHNOLOGY Page IT-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). INFORMATION TECHNOLOGY Used for Disaster Recovery When No When No Purposes Only; Considered a Information IT-001 Backups - DAILY (Monday - Longer Longer Yes Mag. copy and can be destroyed Technology Sunday) Required Required when no longer required; tapes are in autochangers and are overwritten; GC §34090 et seq. Used for Disaster Recovery Purposes Only; Store off -site in When No When No commercial storage for disaster Information IT-002 Backups - WEEKLY Longer Longer Yes Mag. recovery; Considered a copy Technology Required Required and can be destroyed when no longer required; retention based on administrative value; recycle tapes; GC §34090 et seq. Information IT-002.1 Enterprise System Catalogue When When I Ppr GC §34090 Technology (listing of software posted on line) Superseded Superseded Information Network Configuration Maps & When No When No Preliminary documents not Technology IT-003 Plans Longer Longer Yes Mag. retained in the ordinary course Required Required of business; GC §34090 et seq. For legal compliance for WORM / DVD-r / CD-r / Blue Ray- Trustworthy Electronic Records Information IT-004 R or other unalterable media that P P OD (when the electronic record Technology does not permit additions, serves as the official record); GC deletions, or changes 60200, 12168.7, EVC 1550, 2 CCR 22620 et seq.. VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). POLICE ADMINISTRATION Police / PD-001.1 Animal Control: Bite Reports / 3 years 3 years Mag, Ppr Department Preference; GC Admin Rabies Control Records §34090 et seq. Police / Minimum 5 Minimum 5 1 Department preference; Meets Admin PD-001.2 False Alarm Reports & Billing Mag municipal government auditing years years requirements; GC §34090 et seq. Police / Subpoenas - provided by DA in Minimum 2 Minimum 2 Admin PD-001.3 DocuPeak (Personal Mag, Ppr GC §34090 Appearance or Duces Tecum)years years CAD / DISPATCH Department Preference Audio Recordings or Tapes - (consortium standard); Statewide Police / (CAD/RMS) Recordings of Minimum Minimum guidelines propose 180 days Commun. PD-001 Telephone & Radio 180 days 180 days Mag (legally mandated for 100 days); Communications Dispatch Tapes (may be discoverable or made (CAD) public in some circumstances), GC §§34090, 34090.6 DETECTIVE BUREAU Police / Investigation Files and Arrest Transfer to Transfer to Final reports and records are Detectives PD-002 Files Records Records Mag, Ppr transferred to the case file stored in Records; GC §34090 et seq. PATROL Canine (Police Service Dogs) 3 years is required for animal Police / PD-003 Program Files / Training Files: Separation + Separation + Mag, Ppr care / treatment records; FA Patrol Animal Files §34090 et seq. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Police / Canine (Police Service Dogs) Department preference; GC Patrol PD-004 Program Files: Action Reports, 5 years 5 years Mag, Ppr §34090 et seq. Monthly Reports Department preference; Police / PD-005 Extra Patrol requests 2 years 2 years Mag Preliminary drafts not retained in Patrol the ordinary course of business; GC §34090 et seq. Department preference Police / PD-038 Field Investigation Cards (FI's) 2 years 2 years Mag, Ppr (Preliminary Drafts entered into Patrol After Entry into RMS RMS database); GC§ 34090 et seq. Police / PD-006 PAS Device Calibration Logs 5 years 5 years Mag, Ppr Department preference; GC Patrol §34090 et seq. Police / PD-007 Ride -A -Long Waivers 2 years 2 years Mag Department preference; GC Patrol §34090 et seq. Police / PD-008 Scheduling / Telestaff Database Indefinite Indefinite Yes Mag Data Fields / Records are Patrol interrelated; GC §34090 Police / PD-009 Traffic Control: Radar 2 years 2 years Mag, Ppr GC §34090 et seq. Patrol Calibration Records Department preference; Police / PD-010 Watch Commander Logs 2 years 2 years Mag Preliminary drafts not retained in Patrol the ordinary course of business; GC §34090 et seq. PROFESSIONAL STANDARDS UNIT Department Policies & Police / Procedures / Operation Minimum 5 Minimum 5 Mag, Mfr, Yes: After Department Preference; GC § PSU PD-011 Directives / General Orders / years years OD, Ppr S / I superseded 34090 et seq. Lexipol (Department Policies and Procedures) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . State requires for at least 5 years for Civilian complaints; other Internal Affairs Investigations - State & Federal laws require Individual Officers / Complaints retention until final disposition of Against Officers Final Final formal complaint; State requires Police / PD-012 Disposition Disposition Mag, Ppr 2 years after action is taken; PSU (May include criminal acts, moral + 5 years + 5 years Statute of Limitations is 4 years turpitude, complaints generated after the discovery of the offense from a civilian) for misconduct in office; PC 801.5, 803(c), 832.5 EVC § 1045(b)(1), GC §§12946, 34090; VC §2547 Police / PD-013 Internal Pursuit Critiques 10 years 10 years Mag, Ppr Department preference; GC PSU §34090 et seq. Police / PSU PD-014 Press Releases 2 years 2 years Mag, Ppr GC §34090 Police / PD-015 Range Qualifications 5 years 5 years Mag, Ppr Department preference; GC PSU §34090 et seq. Police / PD-016 Use of Force Review Incident + 5 Incident + 5 Mag, Ppr Department preference; GC PSU ears ears 12946, 34090 PROPERTY & EVIDENCE Police / Follows the Follows the Property & PD-017 Crime Report Photos Retention Retention of Mag, Mfr, S / I Yes: After 1 Department Preference; GC Evidence Period of the the OD, Ppr year §34090 Evidence Evidence Police / Property & PD-018 Gun and Narcotics Destruction 10 years 10 years Mag, Ppr Department Preference; GC Evidence Log (Documents related to) §34090 Police / Lost & Found Property Property & PD-019 (Documents related to) 2 years 2 years Mag, Ppr GC §34090 Evidence VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-4 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Police / Property & PD-020 Property & Evidence Logs 10 years 10 years Mag, Ppr GC §34090 Evidence Police / Property & PD-021 Property Auctions 2 years 2 years Mag, Ppr GC §34090 Evidence RECORDS Administrative Reviews: Police / PD-022 Citations / Notice to Appear - 3 years 3 years Mag, Ppr Department Preference; GC Records ALL (Parking, Marijuana / §34090 et seq. Cannabis, Moving) Police / PD-023 Case Log Books / Proof of cases Minimum 2 Minimum 2 Mag, Ppr Department Preference; GC Records filed prior to 1999 years ears §34090 Police / Citations / Notice to Appear - Department Preference; GC Records PD-024 ALL (Parking, Marijuana / 3 years 3 years Mag, Ppr §34090 et seq. Cannabis, Moving) CRIME REPORTS / INCIDENT Provided there are no REPORTS: outstanding warrants, unrecovered identifiable items, ALL FELONIES & criminal deaths, they are not Police / MISDEMEANORS, Except Minimum 10 Minimum 10 Mag, Mfr, Yes: After 3 historically significant, and it is Records PD-025 Those Specifically Mentioned Yes OD, Ppr S/M/I not classified under PC §800 & in the Schedule years years years 290 Stat. of Limit. is 2 yrs; Destroy juvenile marijuana after e.g., Burglaries, Domestic age18; H&S §11361.5, GC Violence, Traffic Collision, 5150, §34090, PC §802, PC §§187, Detention Reports, etc. 1 1800 et seq. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-5 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Inactive Active Total Media 1=Import Paper after (OFR) (Records Vital? (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . CRIME REPORTS / INCIDENT REPORTS: Individual petitions District Factually Innocent Petition Date of Date of Yes: Attorney; Sheriff concurs that Police / PD-026 Accepted Records Sealed Arrest + 3 Arrest + 3 Before Mag, Mfr, S/M/I Yes: After 3 person is factually innocent, then Records Pending Destruction -Except years years Disposition OD, Ppr years seals record ("Shall" Destroy); those with outstanding stolen GC §34090; PC §851.8(a) property, including firearms, or lost firearms CRIME REPORTS / INCIDENT REPORTS: Police / Firearm Firearm Yes Mag, Mfr, Yes: After 3 PC§ 11108.2(b); Records PD-027 Firearms entered into CLETS Found or Found or OD, Ppr S/M/I years GC§ 34090 (if not Permanent Retention) - Recovered Recovered Found / Recovered Firearms CRIME REPORTS / INCIDENT REPORTS: Department Preference; DOJ retains CACI (Child Abuse IF IMAGED, Capital Crimes / Central Index) information for Homicides / Major Crimes / adults 100 years; others have no Police / PD-028 Serious Felonies /Sex Crimes / P P Yes Mag, Mfr, S/M/I Yes: After 3 limitations on commencement of Records OD, Ppr years action; Courts keep permanently Child Abuse / Fatals / Felony PC §§ 261, 286, 288, 288a, DNA (Crimes Subject to the 288.5, 289, 289.5, 290, 799, Death Penalty), Sex Crimes (PC 803(h), 11169 et seq.; 11170(a); §288, 290, WIC 707(b)), PC WIC 707(b) 803 h VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-6 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . CRIME REPORTS / INCIDENT Date of Date of REPORTS: Incident + Incident + Police / 10 years, 10 years, Yes: Mag, Mfr, Yes: After 3 PC §§11169(i); 11170(a); GC Records PD-029 Juvenile Child Abuse or If No If No Before OD, Ppr S/M/I years §34090 Severe Neglect Subsequent Subsequent Disposition Reports Reports CRIME REPORTS / INCIDENT REPORTS: Misdemeanor or Infraction - Adult Marijuana / Cannabis - Yes: Police / PD-030 H&S §11357(b)(c)(d)(e) or H&S 2 years 2 years Before Mag, Mfr, S/M/I Yes: After 2 ("Shall" Destroy); H&S §11361.5; Records §11360(b) (with procedure in Disposition OD, Ppr years GC §34090 H&S §11361.5) - Except those with outstanding stolen property, including firearms, or lost firearms, serious felonies, or synthetic cannabis CRIME REPORTS / INCIDENT REPORTS: Misdemeanor or Infraction - Conviction Conviction Police / Juvenile Marijuana / Cannabis or Arrest (if or Arrest (if Yes: Mag, Mfr, Yes: After 2 , (Courts and other Agencies Records PD-031 H&S §11357 - Except those with No No Before OD, Ppr S/M/I years Shall" Destroy); H&S §11361.5; Conviction) Conviction) Disposition GC §34090 outstanding stolen property, + 2 years + 2 years including firearms, or lost firearms, serious felonies, or synthetic cannabis VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-7 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . CRIME REPORTS / INCIDENT REPORTS: Police / Misdemeanor or Infraction Offender is Offender is Mag, Mfr, Yes: After 2 (Courts and other Agencies PD-032 Marijuana / Cannabis 18 Years 18 Years Yes S/M/I "Shall" destroy); H&S§ 11361.5 Records §11357(de) - Juvenile on Old Old ODPpr , years et seq., 11357(de) School Grounds during School Hours (with procedure in H&S §11361.5) Until CLETS Until CLETS CRIME REPORTS / INCIDENT Entry No Entry No Police / REPORTS: Longer Longer Yes: Mag, Mfr, Yes: After 2 Department Preference; GC Records PD-033 Exists - Exists - Before OD, Ppr S/M/I years §34090 Missing Persons (Returned) Minimum 2 Minimum 2 Disposition years years CRIME REPORTS / INCIDENT REPORTS: Sealed Adult, Juvenile and Sealing Date Sealed records for juveniles and Police / Ward Cases -Except those with + 5 years Sealing Date Yes: Mag, Mfr, Yes: After 3 wards of the Court must be Records PD-034 Except Child Abuse or Severe (Or Court + 5 years (or Before OD, Ppr S/M/I years destroyed 5 years after sealing Neglect, (Substantiated), Order) Court Order) Disposition date; CCP §§340.1, GC §34090; W&I §§389(a), 781(d) outstanding stolen property, including firearms, or lost firearms Police / Crime Statistics / Uniform Crime Filed on line with the State; GC Records PD-035 Reports (UCR) - Summaries 2 years 2 years Mag, Ppr §34090 (BCS) / DOJ Reports Police / PD-036 Due Diligence Reports (for 2 years 2 years Mag, Ppr GC §34090 Records warrants) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-8 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Logs: CR Log, Front Counter Police / PD-036.1 Log, Tow Yard Confirmation, 2 years 2 years Mag, Ppr GC §34090 Records Records Checks for Backgrounds Police / PD-039 NCIC Validation 2 years 2 years Mag, Ppr GC §34090 Records Officer Recordings: Mobile Those segments of videos that Police / Audio Video (MAV) Recordings - are determined to be evidence Records PD-040 that are NOT evidence, includes 1 year 1 year Mag are retained as evidence; Lexipol requires 1 year; GC §34090.6 et "hip recorders" seq. Police / Records PD-041 Pitchess Motions Notifications 2 years 2 years Mag, Ppr GC §34090 Police / PD-042 Police RMS Database Indefinite Indefinite Yes Mag Data Fields / Records are Records interrelated; GC §34090 Department preference; Pursuant to PC §457.1 et seq.; required to Police / PD-043 Registrants: Arson -Adults 5 years P, or Death P, or Death Mag, Mfr, S/M/I Yes: After 5 register for life; If released from Records of Registrant of Registrant OD, Ppr years CYA, records are destroyed after age 25 or sealing pursuant to W&I §781; GC §34090.7 Pursuant to PC §457.1 et seq.; If Police / Registrants: Arson - Juveniles Age 25 or Age 25 or Mag, Mfr, After YesQC: released from CYA, records are Records PD-044 released from California Youth Sealing Date Sealing Date ODPpr , S/M/I & OD destroyed after age 25 or sealing Authority + 5 years + 5 years pursuant to W&I §781; GC §34090.7 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-9 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Department Preference; Police / PD-045 Registrants: Narcotic 5 years 5 years Mag, Ppr Registration is required for 5 Records years; GC §34090, H&S §11590 et seq., H&S §11594(a) Department Preference; After 2021, Offenders can petition Police / PD-046 Registrants: Sex Offenders - P, or Death P, or Death Mag, Mfr, S/M/I Yes: After Court for removal 10 or 20 years Records Adults of Registrant of Registrant OD, Ppr QC & OD after offense, provided there are no subsequent offenses; Pursuant to PC §290 et seq. Department Preference; After P P 2021, Offenders can petition or Sealing or Sealing Court for removal 10 or 20 years Police / PD-047 Registrants: Sex Offenders - Date + 5 Date + 5 Mag, Mfr, S/M/I Yes: After after offense, provided there are Records Juveniles years (or years (or OD, Ppr QC & OD no subsequent offenses; q Court Order) Court Order) Pursuant to PC §290 et seq.; W&I 781 Police / When No When No Preliminary drafts not retained in Records PD-048 Repossession Notices Longer Longer Mag, Ppr the ordinary course of business; Required Required GC §34090 Police / PD-049 Restraining Orders Expiration of Expiration of Mag, Ppr Court records Records the Order the Order Police / PD-051 Subpoenas (Records) 10 years 10 years Mag, Ppr Department preference (Stored in Records Crime Report File); GC §34090 Police / PD-054 Warrants (Recalled or Served) 2 years 2 years Mag Department preference;; GC Records 34090 et seq. TEMPORARY HOLDING FACILITY Police / Jail PD-055 Inspection Log, Juvenile 2 years 2 years Mag, Ppr GC §34090 Log VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver.7.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-10 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement). Police / Jail PD-056 Monthly Counts, Official Counts 2 years 2 years Mag, Ppr GC §34090 Police / Jail PD-057 Video Recordings (Temporary 1 year 1 year Mag GC §34090.6(a) Holding Facility) TRAINING Background File / Recruitment City preference; 29 CFR Police / PD-058 File - Police Employees, Separation + Separation + MagPpr ' p 1602.31 & 1627.3(b)(ii), GC §§ Training Volunteers, & Police Interns 5 years 5 years 3105, 12946, 34090; 29 USC (SUCCESSFUL) 1113; 8 CCR §11040.7(7)(C) Background File / Recruitment Department preference; 29 CFR Police / PD-059 File - Police Employees, 3 yeas 3 years Mag, Ppr 1602.31 & 1627.3(b)(ii), GC §§ Training Volunteers, & Police Interns 3105, 12946, 34090; 29 USC (UNSUCCESSFUL) 1113; 8 CCR §11040.7(7)(C) Police / Personnel Files - Police Separation + Separation + Before City preference; 29 CFR 1602.31 Training PD-060 Department Employees / 5 years 5 years Separation Mag, Ppr & 1627.3(b)(ii), GC §§ 3105, Training Files (By Employee) 12946, 34090; 29 USC 1113 Police / Personnel Training Evaluations / When No When No Preliminary drafts not retained in Training PD-061 Daily Observation Reports Longer Longer Mag, Ppr the ordinary course of business; Required Required GC §34090 et seq. Police / Respirator Fit Tests & Send to Send to Yes: Until Mag, Mfr, Yes: After Training PD-062 Qualifications - Police Personnel Human Human Separation OD, Ppr S Separation 34090.7 Resources Resources + 1 year Police / Separation + Separation + Before City preference; 29 CFR 1602.31 Training PD-063 Training File 5 years 5 years Separation Mag, Ppr & 1627.3(b)(ii), GC §§ 3105, 12946, 34090; 29 USC 1113 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - BUILDING & SAFETY Page PW/BS-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). BUILDING & SAFETY Public Works / Mag, Yes: After Department preference; GC Building & BL-001 Address Assignments P P Mfr, OD, S QC & OD §34090 Safety Ppr Public Works / Building BL-002 Address Files Building Permits P P Yes Mag, Mfr, Yes: After '& H&S & / (all) OD, S QC OD GC §34090, §19850 Safety Ppr Public Works / Department Preference - Building & BL-003 Building Permit Database Indefinite Indefinite Yes (all) Mag Data is interrelated; GC Safety §34090, H&S §19850 Upon Department preference; Public Works / Upon Expiration, Mag, Preliminary drafts not Building & BL-004 Building Plans - Cancelled or Expiration, Cancellation Mfr, OD, S Yes: After retained in the ordinary SafetyWithdrawn Cancellation or Ppr QC & OD course of business; CBC or Withdrawal Withdrawal p §104.7; H&S§19850, GC §34090 Building Plans - Finalled - INDUSTRIAL, COMMERCIAL, MULTI -FAMILY DWELLINGS, Department Preference; Law PLACES OF PUBLIC requires for the life of the building for commercial and Public Works / ACCOMMODATIONTENANT , Mag, common interest dwellings Building & BL-005 IMPROVEMENTS P P Yes (all) Mfr, OD, S Yes: After only; Statewide guidelines Safety Includes Grading Plans, Ppr QC & OD propose 2 years for Environmental Assessments / blueprints & specifications; Phase 1 Environmental CBC 104.7 & 107.5, Assessments, Development H&S§19850, GC §34090 SWPPP (Stormwater Pollution Prevention Plan, v VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - BUILDING & SAFETY Page PW/BS-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Building Plans - Finalled - Department preference; Site SINGLE FAMILY RESIDENTIAL - Plans Only for dwellings less SFR and APPURTENANCES than 2 stories, garages & Public Works / Includes Grading Plans, Mag, appurtenances, Building & BL-006 Environmental Assessments / P P Yes Mfr, OD, S Yes: After farms/ranches, 1-story with Safety Phase 1 Environmental Ppr QC & OD bearing walls less than 25'; Assessments, Development CBC requires 180 days from SWPPP (Stormwater Pollution completion date; CBC 104.7 Prevention Plan, Groundwater & 107.5, H&S§19850, GC Quality / Infiltration §34090 Public Works / Mag, Yes: After Department Preference; GC Building & BL-007 Certificate of Occupancy (CofO) P P Yes (all) Mfr, OD, S QC & OD §34090 Safety Ppr Public Works / Certificate of y ( ) Occupancy CofO p Expiration iration + 2 Expiration + Yes until Department Preference; GC Building & BL-008 TEMPORARY years 2 years expired) Mag, Ppr §34090 Safety Public Works / Construction Notices / Until Cleared Until Cleared The finalled permit is the final Building & BL-009 Inspection Notices or Project or Project Mag, Ppr /official record; Preliminary Safety (correction notices, compliance Completion Completion Drafts; GC §34090 orders, stop work notices, etc.) Public Works / Electrical Service Inspection / Mag' Yes: After Building & BL-010 Meter Release P P Yes (all) Mfr, OD, S QC & OD GC §34090 Safety Ppr Public Works / Industrial Wastewater - Approval Mag, Yes: After Building & BL-011 Letters, Flow Calculations, P P Mfr, OD, S / I QC & OD Department preference; GC Safety Correspondence, County Permits Ppr §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 10.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - BUILDING & SAFETY Page PW/BS-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement). Public Works / When No When No Preliminary Drafts (the Building & BL-012 Reports: Building Activity Longer Longer I I Mag, Ppr database is the original); GC Safety Required Required §34090 Public Works / Requests & Permissions to Mag, Yes: After Department preference; GC Building & BL-013 Receive Copies of Plans (to and 2 years 2 years Mfr, OD, S QC & OD §34090 Safety from Architects) Ppr Public Works / Minimum Minimum Building & BL-014 Uniform Building Codes / California While While Mag, Ppr GC §50022.6 Safety Building Codes Ordinance is Ordinance is in Force in Force VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 4.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / CODE ENFORCEMENT Page PW/CE-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Destroy Inactive Image: Paper (OFR) Active (Records Total Vital? Media 1=Import after (in office) Retention Options M=Mfr Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). CODE ENFORCEMENT Public Works / Yes: Until Mag, Yes: After Department preference; GC Code Enforce- CE-001 2-year Vacancy Notices P P Resolution Mfr, OD, S QC & OD §34090 ment Ppr Public Works / Administrative Citation Hearings / Resolution + Resolution + Yes: Until Mag, Yes: After Department preference; GC Code Enforce- CE-002 Hardship Waivers 2 years 2-years Resolution Mfr, OD, S QC & OD §34090 ment Ppr Code Enforcement / Abatement Case Files / Administrative Public Works / Citations / Compliance Orders / Minimum Minimum Mag, Department preference; Case Code Enforce- CE-003 Vehicle Abatement (Includes Resolution + Resolution + Yes: Until Mfr, OD, S Yes: After is open until satisfactorily ment appeals and Code Enforcement 2 years 2 years Resolution Ppr QC & OD resolved (some cases are not Complaint Letters) resolved); GC §34090 Excludes Liens (Send to City Clerk) Public Works / Data Fields / Records are Code Enforce- CE-004 Code Enforcement Database Indefinite Indefinite Yes Mag interrelated; GC §34090 ment VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 5.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / DEVELOPMENT SERVICES Page PW/DS-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). DEVELOPMENT SERVICES Assessment Rolls / Lighting and Public Works / Landscape Districts / Parcel Tax Department preference; Development DS-001 Rolls / Special District 5 years 5 years Mag, Ppr Meets auditing standards; GC Services Assessment Rolls (to Tax §34090 et seq. Assessor for Tax Rolls) Public Works / Department preference Development DS-002 Parcel Tax Assessments (Public 5 years 5 years Yes: Until Mag, Ppr (meets municipal government Services Safety Tax) Completion auditing standards); GC § 34090 Public Works / Parcel Tax Exemption Expiration of Expiration of Department preference Development DS-003 Applications & Exemption + Exemption + 5 Yes: Until Mag, Ppr (meets municipal government Services Correspondence (Public Safety 5 years years Completion auditing standards); GC § Tax) 34090 Private Land Development Projects / Job Files: Administration File Statute of Limitations for Errors & Omissions is 10 Public Works / Construction Inspections, years; Statute of Limitations: Correspondence, Photos, Private Upon Completion + Yes: Until Contracts & Spec's=4 years, Development DS-004 Lab Verifications, Testing Lab Final Completion 10 years 10 years Completed Mag, Ppr Wrongful Death=comp. + 5 Services Reports, etc. years, Developers=comp. + Examples: CUPs, Lot Line 10 years; CCP §337 et. seq., Adjustments, Parcel Maps, Precise GC §34090 Alignment, Specific Plans, Split Lots, Subdivisions, Tracts,. TPMs, TSMs VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 5.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / DEVELOPMENT SERVICES Page PW/DS-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Destroy Inactive Image: Paper (OFR) Active (Records Total Vital? Media 1=Import after (in office) Retention Options M=Mfr Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Private Land Development Projects / Job Files: Permanent Files Drainage, Grading Plans, Rights of Way, Soil Reports, Stormwater, etc. Department preference; Public Works / Upon Yes: Until Mag, Yes: After retained for disaster Development DS-005 Dedications, Easements, Completion P P Completed MfrOD, , S/I QC & OD preparedness purposes; GC Services Abandonments / Vacations (City Ppr §34090 Clerk is OFR) Examples: CUPS, Lot Line Adjustments, Parcel Maps, Precise Alignment, Specific Plans, Split Lots, Subdivisions, Tracts, TPMs, TSMs VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / ENGINEERING Page PW/ENG-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). ENGINEERING Aboveground Storage Tanks (City- Department Preference; Owned) applies to both Tier I and Tier Public Works / ENG-001.1 20 years 20 years Mag, Ppr II Tanks; (Tier II tanks are Engineering Spill Prevention Control and required to have an integrity Countermeasures (SPCC), test every 20 years); GC Inspections, Integrity Testing §34090 Public Works / Department Preference; GC Engineering ENG-001 Aerial Maps (Analog /Historical) P P Mfr, OD, S / I No §34090 Ppr Public Works / ENG-002 Benchmarks /Center Line Ties P P Mfr OD, S/I Yes: After Department Preference; GC Engineering Ppr QC & OD §34090 Public Works / ENG-003 Bridge Inventory Surveys P P Mfr, OD, S/I Yes: After Department Preference; GC Engineering Ppr QC & OD §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / ENGINEERING Page PW/ENG-2 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). 1 Department preference; Capital Improvement Projects 5 years or Completion + Some grant funding agencies (CIP): Maintenance Projects (All After 5 years or require audits; Statute of Records) Funding After Funding Limitations for Errors & Public Works / ENG-004 Upon Agency Agency Yes: Until Mag, Ppr Omissions is not applicable; Engineering Examples of Maintenance Projects: Completion Audit, if Audit, if Completed Statute of Limitations: Painting, Pavement Overlays, Repairs, required, required, Contracts & Spec's=4 years; Ramps, Re -Roof, Sidewalk Repairs, whichever is whichever is Statewide guidelines propose Slurry Seals, etc. longer longer termination + 5 years; CCP §337 et. seq., GC §34090 Capital Improvement Projects Department preference; (CIP): Administration File / NOT Some grant funding agencies Scanned - Where Engineering is 10 years or Completion + require audits; Statute of the Lead Department After 10 years or Limitations for Errors & Funding After Funding Omissions is 10 years; Public Works / Project Administration, Certified Upon Agency Agency Yes: Until Statute of Limitations: Engineering ENG-005 Payrolls, Community Outreach / y y Completion Audit, if Audit, if Completed Mag, Ppr Contracts & Spec's=4 years, Notifications, Project Schedules, required, required, Wrongful Death-com + 5 9 - p Wronyears, Progress meetings, Punch Lists, Real whichever is whichever is Developers=comp. + Estate Appraisals, RFIs & Responses, loner gger loner 10 years; Statewide Temporary Easements, Construction guidelines propose Manager's Logs, Daily Inspections, termination + 5 years; CCP Daily Logs, etc. §337 et. seq., GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / ENGINEERING Page PW/ENG-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Capital Improvement Projects (CIP): Permanent File / Scanned Records - Where Engineering is the Lead Department Department preference; Specifications / RFP & Addenda, copy MagYes: retained for disaster Public Works / ENG-006 of Agreement or Contract, Successful Upon P P Yes: Until MOD, fr, O S/I Complet. preparedness purposes; Engineering Proposal, copy of Change Orders, Completion Completed + 10 Statewide guidelines propose Geotechnical Studies & Reports, Ppr years Permanent for Infrastructure Operations & Maintenance Manuals plans; GC §34090 (O&M Manuals,) Materials Testing Reports, Grading Permits, Hazardous Materials Plans, copy of Notice of Completion, Photos, Soil Reports, Studies, Submittals, Surveys, etc. Copies - Copies - Mag' City Clerk ENG-009 City Property / Grant Deeds / When No When No Mfr, S Yes: After Department Preference License Agreements Longer Longer P, pr QC & OD (copies); GC §34090.7 Required Required Public Works / ENG-010 Construction Inspection Database Indefinite Indefinite Yes Mag Data Fields / Records are Engineering interrelated; GC §34090 Copies - Copies - Mag, City Clerk ENG-012 Covenants & Agreements When No When No Yes (all) Mfr, OD, S No GC §34090.7 Longer Longer Ppr Required Required VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / ENGINEERING Page PW/ENG-4 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement). Public Works / ENG-014 Design & Construction Standards - P P Mf r OD, r, S/I Yes: After Department Preference; GC Engineering Authored by the City Ppr QC & OD §34090 Drawings, Maps, Plans and Drafts should be destroyed; Record Drawings, Large -Format Mag, Some maps are also retained Public Works / ENG-015 Drawings, Survey Record Maps, P P Yes (all) Mfr, OD, S No by Planning; Selected maps Engineering Capital Improvement Project "As- Ppr are retained in Public Works Built" for administrative purposes; GC §34090, 34090.7 Encroachment Permits / Excavation Permits: Temporary Public Works / (Street Permits, Temporary Final / Final / Yes: Until Mag' Yes: After Engineering ENG-016 Construction, Sidewalk Repairs, Completion + Completion +1 Completion Mfr, OD, S QC GC § 34090 Traffic Control, Utility Cuts etc.) 2 years 2 years Ppr Includes Insurance Certificates Encroachments - Permanent / Public Works / Backup for License Agreements Mag, Yes: After Department Preference; GC Engineering ENG-017 for Permanent structures in the P P Mfr, OD, S QC & OD §34090 City's Right of Way (City Clerk Ppr keeps final License Agreements) Public Works / ENG-018 Engineering Permits Database Indefinite Indefinite I Yes I Mag Data Fields / Records are Engineering I I I I I 1 1 interrelated; GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / ENGINEERING Page PW/ENG-5 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Public Works / Engineering Reviews (Easements, Mag, Yes: After Department Preference; GC Engineering ENG-019 Covenants, Lot Line Adjustments, P P Mfr, OD, S/I QC & OD §34090 Lot Mergers, etc.) Ppr Public Works / Engineering Studies / Surveys - Mag, Yes: After Department Preference; GC Engineering ENG-020 Preliminary Studies / Project P P Mfr, OD, S/I QC & OD §34090 Assessments Ppr Public Works / Geotechnical and Soil Reports; Mag, Yes: After Department Preference; GC Engineering ENG-021 Hydrology Reports (Authored on P P Mfr, OD, S QC & OD §34090 behalf of the City) Ppr Public Works / Master Plans: Bikeway, Park, Mag, Yes: After Department preference; Engineering ENG-023 Pavement, Sewer, Traffic, P P Mfr, OD, S QC & OD Drafts should be destroyed; Transportation, etc. Ppr GC §34090 Public Works / ENG-024 Railroads (Historical Information) P P Mag' Mfr, OD, S/I Yes: After Department Preference; GC Engineering QC & OD §34090 Department Preference; Public Works / Street Sweeping Contract Reports Monitoring records required Engineering ENG-026 (NPDES Reporting) 5 years 5 years Mag, Ppr for 3 years; 40 CFR §§122.21, 122.41, 122.44; CCP §337 et seq. Public Works / ENG-028 Traffic Counts 5 years 5 years Mag Ppr Department preference; GC Engineering §34090 Public Works / ENG-029 Traffic Requests (Red Curbs, 2 years 2 years Mag Ppr Department preference; GC Engineering Crosswalks, Stop Signs, etc.) §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 9.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / ENGINEERING Page PW/ENG-6 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Department preference Public Works / ENG-030 Traffic Speed Surveys 10 years 10 years Mag Ppr (required every 5 years, but Engineering can be extended to 7 or 10 years); GC §34090 Underground Service Alerts Required for 3 years; GC Lead Dept. ENG-031 (USA's) 3 years 3 years Mag, Ppr §§4216.2(f) & 4216.3(d), 34090 Underground Storage Tanks - USTs (City Owned) Mag' Public Works / ENG-032 Life of the Life of the Mfr, OD, S Yes: After 23 CCR 2712(b), H&S Engineering Design, Installation, Repairs, Tank Tank Ppr 1 year §25284.2(i) Lining, Upgrades VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 4.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / FLEET MAINTENANCE - GARAGE Page PW/G-1 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). FLEET MAINTENANCE / GARAGE Public Works / Fleet Maint. / FL-001 Garage Inspections 2 years 2 years Mag, Ppr GC §34090 Garage Pre -Trip Inspections / DOT Public Works / Program / CHP Inspections / Fleet Maint. / FL-002 Vehicle Safety Checks / Daily 2 years 2 years Ppr GC §34090; 13 CCR 1234(3) Garage Vehicle Inspections / Daily Equipment Checks Public Works / 22 CCR 66266.130(c)(5), Fleet Maint. / FL-003 Used Oil Disposal 3 years 3 years Mag, Ppr H&S §25250.18(b), Garage 25250.19(a)(3) et seq. Department Preference; If a motor carrier, required for 18 Vehicle & Equipment History Files, Disposal of Disposal of months after vehicle is sold; Public Works / Vehicle or Vehicle or CHP requires life of vehicle; Fleet Maint. / FL-004 AQMD Certifications, Maintenance, Equipment + Equipment + Mag, Ppr OSHA requires 1 year; 8 Garage Registrations, Safety Certifications, 2 years 2 years CCR § 3203(b)(1); 49 CFR etc. 396.21(b)(1); 49 CFR 396.3(c); CCP §337 et. Seq., GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 4.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - HOUSING Page PW/HOU-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). HOUSING Public Works / HOU-001.1 City -Owned Property - Lottery 2 years 2 years Mag, Ppr GC §34090 Housing Drawing Results City -Owned Property - Successful Expiration of Expiration of Department preference Public Works / HOU-001 Lease Tenants (Application, Credit Lease + 5 Lease + 5 Mag, Ppr (meets municipal government Housing Reports, etc.) years years auditing standards); GC §34090 Public Works / City -Owned Property - Housing HOU-002 Unsuccessful Lease Tenants 2 years 2 years Mag, Ppr GC §34090 (Application, Credit Reports, etc.) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 6.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / MAINTENANCE Page PW/MNT-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). MAINTENANCE Lead Dept. MNT-001 AQMD Permits (Generators, etc.) 5 years 5 years Mag, Ppr 40 CFR 70.6; GC §34090 Public Works / MNT-002 Facility Inspections 2 years 2 years Mag, Ppr GC §34090 Maint. Generator Operation Logs & AQMD Rule 1470; Form Lead Dept. MNT-004 Inspections - ALL 5 years 5 years Mag, Ppr 400—E-13a instructions; GC §34090 Public Works / Mag' Yes: After Department Preference; GC Maint. MNT-005 Graffiti Removal Consent P P Mfrr,, S QC & OD §34090 pOD, Operations &Maintenance Life of Facility Life of Department Preference; GC Lead Dept. MNT-006 Manuals (O&M Manuals) or Equipment Facility or Mag, Ppr §34090 et. seq. Equipment Stormwater: Operation & Department preference; Maintenance (Catch Basins, Field, Mag, plans must be updated every Public Works / MNT-007 General Cleaning, Open Channels, Expiration + 3 Expiration + Mfr, OD, S / I Yes: After 5 years, audits are required Maint. Slots, Stormwater Treatment years 3 years Ppr QC & OD every 2 years; SWRCB Order Measures and Trash Cleaning) 2006-03; 4§§122.21, 122.41, 122.44; GC §34090 Division Work Orders / Service Requests Providing MNT-008 CMMS DATABASE Indefinite Indefinite Mag Data is interrelated; GC Service / Work (Computerized Maintenance §34090 Management System) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 6.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / MAINTENANCE Page PW/MNT-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Work Orders / Service Requests - Division All Information Entered in CMMS When No When No Preliminary drafts (the Providing MNT-009 Database Longer Longer Mag Ppr database is the original); GC Service / Work Required Required §34090 (Paper drafts) Work Orders / Service Requests - NOT entered in CMMS Database Division (or partial information entered into City Preference; CCP §§338 Providing MNT-010 CMMS Database) 5 years 5 years Mag Ppr et seq., 340 et seq., 342, GC Service / Work (Division providing service retains §34090 originals; Division requesting service is considered a copy) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 6.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - PLANNING Page PW/PL-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). PLANNING Public Works / Alcohol Beverage Control License When No When No Planning PL-001 Applications (ABC Applications) Longer Longer Mag, Ppr (Non -Records) Required Required Public Works / Annexations / Boundaries / Mag' Yes: After '& Planning PL-002 Consolidations / LAFCO 5 years P P Mfrr,, S / I QC OD Land Records; GC §34090 pOD, Public Works / When No When No (Non -Records -Census Planning PL-003 Census, Demographics Longer Longer Mag, Ppr Bureau is OFR) Required Required Environmental Determinations: Usually filed in the project Environmental Impact Reports file; Final environmental Public Works / PL-004 (EIRs), Negative Declarations, P P Mfr, OD, S Yes: After determinations are required Planning etc.) Ppr QC & OD to be kept a "reasonable period of time"; 14 CCR Inside City boundaries §15095(c); GC §34090 Environmental Determinations: Environmental Impact Reports When No When No Non -records; EIRs and Public Works / PL-005 (EIRs), Negative Declarations, Longer Longer Ppr Negative Declarations within Planning etc.) Required Required the City Boundaries are with the project file Outside City boundaries Public Works / General Plan, Elements and Mag' Yes: After City Clerk Maintains all Planning PL-006 Amendments P P Mfr, OD, S / I QC & OD Agenda Packets Ppr Permanently; GC §34090.7 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 6.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - PLANNING Page PW/PL-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement). Public Works / PL-007 Historic Preservation Survey, P P Mag' Mfrr,, S / I Yes: After Department Preference; GC Planning Evaluations and Designations pOD, QC & OD §34090 Public Works / Master Plans, Specific Plans, Land Mag, Yes: After Department Preference; GC Planning PL-008 Use Plans, Land Use Maps, P P Mfr, OD, S / I QC & OD §34090 Zoning Maps, etc. Ppr When No When No Preliminary drafts not Public Works / PL-009 Materials Boards Longer Longer Mag, Ppr retained in the ordinary Planning Required Required course of business; GC §34090 Public Works / Department Preference - Planning PL-010 Planning Applications Database Indefinite Indefinite Yes (all) Mag Data is interrelated; GC §34090, H&S §19850 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 6.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - PLANNING Page PW/PL-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Planning Project Files - Approved Permanent Entitlements (Application & Supporting Documents) (Includes Associated CEQA Noticing, Conditions of Approval, Department preference; Final Public Noticing, Environmental Magenvironmental determinations Public Works / PL-011 Determinations, Staff Reports, 3 years ears P P Yes MfO r, O S Yes: After are required to be kept a Planning Plans & Maps) (Other originals Ppr QC & OD "reasonable period of time"; kept by City Clerk) 14 CCR §15095(c); GC§§34090, 34090.7 Examples: Conditional Use Permits (CUPs), Correspondence, Design Review, Lot Line Adjustments, Parcel Maps, Planned Unit Developments (PUD), Site Plans, Tentative Subdivisions, Variances, Zone Changes, etc. Public Works / PL-012 Redevelopment Projects & P P Mag' Mfrr,, S Yes: After Department Preference; GC Planning Redevelopment Plans pOD, QC & OD §34090 Public Works / PL-013 Special Studies Minimum 2 Minimum 2 Mag' Mfrr,, S Yes: After Department Preference; GC Planning years years pOD, QC & OD §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 6.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - PLANNING Page PW/PL-4 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investi ations suspend normal retention periods (retention resumes after settlement). Temporary Entitlements / Public Works / Temporary Permits (Approved & Minimum 2 Minimum 2 Yes: Mag, Yes: After Department preference; Planning PL-014 Unapproved): years years During Mfr, OD, S QC & OD GC§§34090 Event Ppr Fireworks Permits, etc. Public Works / Yes: After Planning PL-015 Zoning Letters 5 years P P Mfr, , OD, S / I OC & OD Land Records; GC §34090 Ppr Public Works / PL-016 Zoning Maps / Land Use Maps P P Yes (all) Mag' Mfrr,,pOD, S No Department Preference; GC Planning (Historically Significant) §34090.7 Public Works / PL-017 Zoning Ordinance Amendments, P P Yes Mag' Mfrr,, S / I Yes: After Department Preference Planning Reclassifications / Zone Change pOD, 1 year (copies); GC §34090.7 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 5.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS - SOLID WASTE Page PW/SOLID-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Destroy Inactive Image: Paper (OFR) Active (Records Total Vital? Media 1=Import after (in office) Retention Options M=Mfr Center) S=Scan Imaged & QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). UTILITIES / SOLID WASTE Public Works / SOLID-001 Solid Waste Liens / Garbage Liens 10 years P P Mag, Ppr GC §34090 et seq. Solid Waste & Releases Public Works / SOLID-002 Solid Waste Reduction / AB 939 10 years 10 years Mag, Ppr Department preference; GC Solid Waste Compliance / Tonnage Reports §34090 et seq. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / WASTEWATER Page PWAAIW-1 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). WASTEWATER / SEWER Capital Improvement Projects (CIP): Administration File I Department preference; Some NOT Scanned - Wastewater Completion + grant funding agencies require Projects 10 years or 10 years audits; Statute of Limitations for After Funding After Funding n Errors & Omissions is 10 years; Public Works Project Administration, Certified U Upon Agency Agency Yes: Until Statute of Limitations: Contracts Waste WW-001 , Community Payrolls, Outreach / y y Audit, if Mag, Ppr & Spec's=4 years, Wrongful Water Notifications, Project Schedules, Completion p required, Audit Completed Death=comp. + 5 years, Progress meetings, Punch Lists, whichever is required, Developers=comp. + 10 years; Real Estate Appraisals, RFIs & longer whichever is Statewide guidelines propose Responses, Temporary longer termination + 5 years; CCP §337 Easements, Construction Manager's Logs, Daily Inspections, et. Seq., GC §34090 Daily Logs, etc. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / WASTEWATER Page PW/WW-2 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Capital Improvement Projects (CIP): Permanent File / Scanned Records - Wastewater Projects Specifications / RFP & Addenda, Department preference; retained Public Works Agreement / Contract, Successful Mag, Yes: for disaster preparedness Waste WW-002 Proposal, Change Orders, P 9 Upon P P Yes: Until Mfr, OD, S/I Complet. + purposes; Statewide guidelines Water Geotechnical Studies & Reports, Completion Completed Ppr 10 years propose Permanent for Operations & Maintenance Manuals Infrastructure plans; GC §34090 (O&M Manuals,) Materials Testing Reports, Grading Permits, Hazardous Materials Plans, Notice of Completion, Photos, Soil Reports, Studies, Submittals, Surveys, etc. Public Works Minimum 5 Minimum 5 Mag, Yes: After / Waste WW-003 CCTV / Video Inspections years years Mfr, OD, S / I QC & OD Department preference; GC Water Ppr §34090 8 CCR 5157(d)(14) & (e)(6); 29 Lead Dept. WW-004 Confined Space Entries 2 years 2 years Ppr CFR 1910.146(e)(6); GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / WASTEWATER Page PW/WW-3 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Department preference; NPDES Public Works FOG (Fats, Oil & Grease) / Monitoring records required for 3 / Waste WW-005 Source Control / Pretreatment 3 years 3 years Mag, Ppr years; POTW reports are Water Annual / Semi -Annual Reports required for 3 years; 40 CFR 403.12; GC §34090 Public Works Generator Operation Logs & AQMD Rule 1470; Form / Waste WW-007 Inspections - ALL 5 years 5 years Mag, Ppr 400—E-13a instructions; GC Water §34090 Public Works Mag, Required for a minimum of 5 Waste WW-008 Sanitary Spills and Overflows 5 years 5 years Mfr, OD, S / I Yes: After years; 40 CFR 122.410)(2); Water (SSOs) Ppr QC & OD SWRCB Order 2006-03; 40 CFR 122.410)(2); GC §34090 Sewer System Management Department preference; plans Plans (SSMP) and Audits / must be updated every 5 years, Public Works Sanitary Spills Overflow Superseded Superseded Mag, Yes: After audits are required every 2 Waste WW-010 Prevention Plan (SSOPP) and + 5 years + 5 years Mfr, OD, S / I QC & OD years; SWRCB Order 2006-03; Water Sanitary Sewer Overflow Ppr 40 CFR 122.410)(2); GC Response Plan §34090 Division Work Orders / Service Providing WW-011 Requests CMMS DATABASE Indefinite Indefinite Mag Data is interrelated; GC §34090 Service / (Computerized Maintenance Work Management System) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / WASTEWATER Page PW/WW-4 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Work Orders / Service Division Requests - All Information When No When No Providing WW-012 Entered in CMMS Database Longer Longer Mag Ppr Preliminary drafts (the database Service / Required Required is the original); GC §34090 Work (Paper drafts) Work Orders / Service Requests - NOT entered in CMMS Database (or partial Division information entered into CMMS City Preference; CCP §§338 et Providing WW-013 Database) 5 years 5 years Mag Ppr seq., 340 et seq., 342, GC Service / §34090 Work (Division providing service retains originals; Division requesting service is considered a copy) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 8.0 RECORDS RETENTION SCHEDULE: UTILITIES / GAS Page UT/GAS-1 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). GAS Capital Improvement Projects (CIP): Administration File / Department preference; Some NOT Scanned - Gas Projects Completion + grant funding agencies require 10 years or 10 years or audits; Statute of Limitations for Project Administration, Certified j After Funding After Funding Errors & Omissions is 10 years; Payrolls, Community Outreach / Y Y Upon Agency Agency Yes: Until Statute of Limitations: Contracts Utilities / Gas GAS-001 Notifications, Project Schedules, Completion Audit, if Audit, if Completed Mag, Ppr & Spec's=4 years, Wrongful Progress meetings, Punch Lists, required, required, Death=comp. + 5 years, Real Estate Appraisals, RFIs & whichever is whichever is Developers=comp. + 10 years; Responses, Temporary longer longer Statewide guidelines propose Easements, Construction termination + 5 years; CCP §337 Manager's Logs, Daily Inspections, et. seq., GC §34090 Daily Logs, etc. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 8.0 RECORDS RETENTION SCHEDULE: UTILITIES / GAS Page UT/GAS-2 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Capital Improvement Projects (CIP): Permanent File / Scanned Records - Gas Projects Specifications / RFP & Addenda, Department preference; retained Agreement / Contract, Successful Upon Yes: Until Mag, Yes: for disaster preparedness Utilities Gas GAS-002 Proposal, Change Orders, P 9 Completion P P Completed Mfr, OD, S/I Complet. + purposes; Statewide guidelines Geotechnical Studies & Reports, Ppr 10 years propose Permanent for Operations & Maintenance Manuals Infrastructure plans; GC §34090 (O&M Manuals,) Materials Testing Reports, Grading Permits, Hazardous Materials Plans, Notice of Completion, Photos, Soil Reports, Studies, Submittals, Surveys, etc. Confined Space Entries (Gas 8 CCR 5157(d)(14) & (e)(6); 29 Lead Dept. GAS-003 Only) 2 years 2 years Ppr CFR 1910.146(e)(6); GC §34090 City Clerk GAS-005 Easements P P Mag, Mfr, OD, S Yes: After Department Preference (copies); Ppr QC GC §34090.7 Employee Certifications (Gas City preference; 29 CFR Utilities /Gas GAS-006 Operator Qualifications & Separation + Separation + Before Mag, Ppr 1602.31 & 1627.3(b)(ii), GC §§ Tests, Employee Fusion 5 years 5 years Separation 3105, 12946, 34090; 29 USC Certifications) 1113 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 8.0 RECORDS RETENTION SCHEDULE: UTILITIES / GAS Page UT/GAS-3 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Environmental / Electrical Mag, Yes: After Department preference; GC Utilities / Gas GAS-007 Equipment Disposal - 2 years P P Mfr, OD, S QC §34090 et seq. Hazardous Material Ppr Equipment Records (Manuals, Disposal of Disposal of Department Preference; CCP Utilities / Gas GAS-008 Tests, Inspections, Studies, Equipment + Equipment + Mag, Ppr §337 et. Seq., GC §34090 Reports) 2 years 2 years Utilities / Gas GAS-009 Facility Histories / Infrastructure P P Mag' Mfr, OD, S / I Yes (after Department Preference; GC Design QC) §34090 Gas Drawings / As-Builts / Mag, Yes (after Department Preference Utilities / Gas GAS-010 Record Drawings P P Mfr, OD, S / I QC) (Engineering has originals); GC Ppr §34090.7 Utilities / Gas GAS-011 Gas Emergency Operating P P Mag' Mfr, OD, S / I Yes (after Department Preference; GC Plan QC) §34090 When No When No Lon Utilities /Gas GAS-012 Gas Load Forecasts, Requier red - Requier red - Mag, Ppr Department Preference; GC Imbalances Minimum 5 Minimum 5 §34090 years years VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 8.0 RECORDS RETENTION SCHEDULE: UTILITIES / GAS Page UT/GAS-4 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Gas Operating, Inspection & Maintenance Plans & Installation Procedures (DIMP-Distribution Integrity Mag, Yes (after Department Preference; GC Utilities / Gas GAS-014 Management Plan, Public P P Mfr, OD, S / I QC) §34090 Awareness Program, Natural Ppr Gas System Operator Qualification Plan, Gas Integrity Management Program) Utilities Gas GAS-015 Gas Pipelines - Cathodic P P Mfr, OD, S / I Yes (after Department Preference; GC Protection Ppr QC) §34090 Utilities / Gas GAS-016 Gas Pipelines - Integrity P P Mag' Mfr, OD, S / I Yes (after Department Preference; GC Management Program QC) §34090 Mag, Yes (after Department Preference; GC Utilities / Gas GAS-017 Gas Pipelines - Pipeline Patrol P P Mfr, OD, S / I QC) §34090 Ppr Public Works Gas Projects -Installation, Mag, Yes (after Department Preference / Engineering GAS-018 Transmission, Distribution P P Mfr, OD, S / I QC) (Engineering has originals); GC Ppr §34090.7 Utilities /Gas GAS-019 Gas Regulator Station P P Mfr, OD, S / I Yes (after Department Preference; GC Calibration, Retest & Reset Ppr QC) §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 8.0 RECORDS RETENTION SCHEDULE: UTILITIES / GAS Page UT/GAS-5 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Public Works Gas System Design, Regulator Mag' Yes (after Department Preference / Engineering GAS-020 System Charts P P Mfr, OD, S / I QC) (Engineering has originals); GC Ppr §34090.7 Gas System Reports Mag' Utilities /Gas GAS-021 (Distribution, Integrity P P Mfr, OD, S / I Yes (after Department Preference; GC Management, Leakage, & Ppr QC) §34090 Transmission) Utilities / Gas GAS-022 Gas Vaults - Inspections and P P Mag' Mfr, OD, S / I Yes (after Department Preference; GC Maintenance QC) §34090 Pipeline Maintenance / Valve Mag, Yes (after Department Preference; GC Utilities / Gas GAS-023 Maintenance / Inspections / P P Mfr, OD, S / I QC) §34090 Gas Odorization Tests Ppr Utilities / Regulatory Agency Audits: Mag, Electricity & GAS-025 CEC,CFTC,CPUC,EPA, P P Mfr, OD, S / I Yes (after Department Preference; GC Gas FERC, NERC, NPDES, WECC, Ppr QC) §34090 etc. Regulatory Agency Utilities / Compliance Reports & Mag, Yes (after Department Preference; GC Electricity & GAS-026 Confirmations: CEC,CFTC, P P Mfr, OD, S / I QC) §34090 Gas CPUC, EPA, FERC, NERC, Ppr NPDES, WECC, etc. Regulatory Agency Utilities / Correspondence: Mag, Yes (after Department Preference; GC Electricity & GAS-027 CEC,CFTC, CPUC, EPA, P P Mfr, OD, S / I QC) §34090 Gas FERC, NERC, NPDES, WECC, Ppr etc.. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 8.0 RECORDS RETENTION SCHEDULE: UTILITIES / GAS Page UT/GAS-6 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Utilities / Regulatory Agency Mag, Electricity & GAS-028 Inspections: CEC,CFTC, P P Mfr, OD, S / I Yes (after Department Preference; GC Gas CPUC, EPA, FERC, NERC, Ppr QC) §34090 NPDES, WECC, etc. Utilities / Regulatory Agency Licenses: Mag, Electricity & GAS-029 CEC,CFTC, CPUC, EPA, P P Mfr, OD, S / I Yes (after Department Preference; GC Gas FERC, NERC, NPDES, Ppr QC) §34090 WECC, etc. Southern California Gas Department Preference (City Agreement Administration / Mag, Yes (after Clerk has originals of all Utilities / Gas GAS-030 Intrastate Transmission Service P P Mfr, OD, S / I QC) agreements); GC §34090 et Agreements / Firm Access Ppr Rights (FAR) seq. Southern California Gas Mag, Yes (after Department Preference (meets Utilities / Gas GAS-031 Franchise Statements 5 years 5 years Mfr, OD, S / I QC) municipal government auditing Ppr standards); GC §34090 et seq. Department preference; Utilities / Gas GAS-032 Underground Service Alerts 10 years 10 years Mag, Ppr Required for 3 years; GC (USA's) - Gas Only §§4216.2(f) & 4216.3(d); GC §34090 Division Work Orders / Service Providing GAS-033 Requests CMMS DATABASE Indefinite Indefinite Mag Data is interrelated; GC §34090 Service / (Computerized Maintenance Work Management System) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 8.0 RECORDS RETENTION SCHEDULE: UTILITIES / GAS Page UT/GAS-7 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Work Orders / Service Division Requests - All Information When No When No Providing GAS-034 Entered in CMMS Database Longer Longer Mag Ppr Preliminary drafts (the database Service / Required Required is the original); GC §34090 Work (Paper drafts) Work Orders / Service Requests - NOT entered in CMMS Database (or partial Division information entered into CMMS City Preference; CCP §§338 et Providing GAS-035 Database) 5 years 5 years Mag Ppr seq., 340 et seq., 342, GC Service / §34090 Work (Division providing service retains originals; Division requesting service is considered a copy) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 4.0 RECORDS RETENTION SCHEDULE: UTILITIES - CUSTOMER SERVICE Page UT/CS-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Center) Retention Options M=Mfr Imaged & S=Scan C'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). CUSTOMER SERVICE / UTILITY BILLING ELECTRICITY, FIBER OPTICS, GAS, WASTE WATER, WATER Utilities / Accounts Receivable -Customer Mag, Mfr, Yes: After Department preference; Meets Customer CS-001 Services / Utility Billing 5 years 5 years OD, Ppr S / I QC & OD auditing standards; GC §34090 Service et seq. Utilities / Adjustments /Abnormal Read Mag, Mfr, Yes: After Department preference; Meets Customer CS-002 Reports 5 years 5 years OD, Ppr S / I QC & OD auditing standards; GC §34090 Service et seq. City Clerk Assessment District Ballots, OR Utility / Customer CS-002.1 Protest Letters, & Envelopes - 2 years 2 years Ppr GC §53753(e)(2) Service Prop. 218 proceedings Copies - Copies - City CS-003 Bankruptcies When No When No Mag, Ppr GC §34090.7 Attorney Longer Longer Required Required Department preference (The Billing Registers, Payment When No When No Business License & Permit Lead Dept. CS-004 Registers, Adjustment Registers Longer Longer Mag, Ppr Database is the original; reports Required Required are considered drafts or copies); GC §34090 Collections / Collection Agency Department preference; Lead Dept. CS-005 Case Files & Statements / 7 years 7 years Mag, Ppr Delinquencies remain on credit Delinquent Accounts reports for 7 years; GC §34090 et seq. When No When No Utilities / Customer CS-006 Conservation Programs / Longer Required - Longer Required - Mag, Ppr Department Preference; GC Service Rebates / Incentives Minimum 5 Minimum 5 §34090 years years VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 4.0 RECORDS RETENTION SCHEDULE: UTILITIES - CUSTOMER SERVICE Page UT/CS-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Utilities / Customer Service / Utility Billing Data Fields / Records are Customer CS-007 Database Indefinite Indefinite Yes Mag interrelated; GC §34090 Service When No When No Utilities / Development Service Files / Longer Longer Mag, Mfr, Yes (after Department preference; GC Customer CS-008 Required - Required - S / I Service Review & Comment Minimum 2 Minimum 2 OD, Ppr QC) §34090 years years Utilities / Hydrant Meters -Rentals / End of End of Department preference; GC Customer CS-009 Temporary (Pools, Construction) Rental + 2 Rental + 2 Ppr §34090 Service years years Utilities / Lock Box Reports /Payment Mag, Mfr, Yes: After Department preference; Meets Customer CS-010 Detail Reports 5 years 5 years OD, Ppr S / I QC & OD auditing standards; GC §34090 Service et seq. Utilities / Customer Reports to DOE (Department of Mag, Mfr, Yes: After Department preference; Meets Service OR CS-011 Energy) 5 years 5 years OD, Ppr S / I QC & OD auditing standards; GC §34090 Utilities / et seq. Electricity? Utilities / Residential Water Billing: Final Final Mag, Yes: After Documented or attached to Customer CS-011.1 Appeals - Payment Delinquency Decision + 2 Decision + 2 Ppr, Mfr, S QC & OD Customer Record in database Service & Impending Discontinuation years ears OD GC §34090; H&S §116908 Residential Water Billing: Non - Utilities / payment Notices / Notice of When No When No Mag, Yes: After Documented or attached to Customer CS-011.2 Payment Delinquency & Longer Longer Ppr, Mfr, S QC & OD Customer Record in database Service Impending Discontinuation Required Required OD GC §34090; H&S §116908 (Initial, Final) Utilities / Residential Water Billing: NSF When No When No Mag, Yes: After Documented or attached to Customer CS-011.3 Checks / Adjustments to Longer Longer Ppr, Mfr, S QC & OD Customer Record in database Service Customer accounts Required Required OD GC §34090; H&S §116908 VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 4.0 RECORDS RETENTION SCHEDULE: UTILITIES - CUSTOMER SERVICE Page UT/CS-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Inactive Image: Destroy (OFR) Active (Records Total Vital? Media 1=Import Paper after (in office) Retention Options M=Mfr Imaged & Center) S=Scan C'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, com taints, audits, public records requests, and/or investi ations suspend normal retention periods retention resumes after settlement . Utilities / Residential Water Billing: Expiration or Expiration or Mag' Documented or attached to Customer CS-011.4 Payment Plans: Amortization, Completion Completion Ppr, Mfr, S Yes: After Customer Record in database Service Alternative Payment Plans, of Payment of Payment OD QC & OD GC §34090; H&S §116910 Deferrals, etc. Plan Plan Utilities / Residential Water Billing: Policy When When Mag, Customer CS-011.5 on Discontinuation of Residential Superseded - Superseded; Ppr, Mfr, S Yes: After Must post to Website; H&S Service Service for Nonpayment Minimum 2 Minimum 2 OD QC & OD §116906; GC §34090 years years Utilities / Residential Water Billing: Report Minimum 2 Minimum 2 Mag , Yes: After Must post to Website; H&S Customer CS-011.6 of Annual Discontinuations of years years Ppr, Mfr, S QC & OD §116918; GC §34090 Service Residential Service OD Lead Dept. CS-012 Returned Checks / NSF Checks 5 years 5 years Mag, Ppr Department Preference; Meets auditing standards; GC §34090 Service Address Files Close of Close of Utilities / (Application, Credit Report, Account in Account in Customer CS-013 Inspections, Water Liability Good Good Mag, Mfr, S / I Yes: After Department preference; GC Service Forms, Requests for Power Load Standing + 2 Standing + 2 OD, Ppr QC & OD §34090 et seq. Data, Control Cards, Work Orders, etc.) years years Utilities / Stubs / Payment Coupons When No When No Preliminary drafts not retained in Customer CS-014 (returned with payment) Longer Longer Mag, Ppr the ordinary course of business; Service Required Required GC §34090 Utilities / When No When No Preliminary drafts not retained in Customer CS-015 Turn Ons and Turn Offs Longer Longer Mag, Ppr the ordinary course of business; Service Required Required GC §34090 Utilities / Utility Adjustment Slips / Meter Mag, Mfr, Yes: After Department preference; Meets Customer CS-016 Mis-reads, Credits / Debits to 5 years 5 years OD, Ppr S / I QC & OD auditing standards; GC §34090 Service Accounts et seq. VERNON, CA ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-1 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). ELECTRICITY Utilities / Electricity EL-001 AQMD Fuel Reports 5 years 5 years Mag, Ppr 40 CFR 70.6; GC §34090 Lead Dept. EL-002 AQMD Permits (Generators, Expiration + Expiration + Mag, Ppr 40 CFR 70.6; GC §34090 etc.) 5 years 5 years Bulk Power Log Sheets (prior Utilities / to 2007) / Purchasing / Department Preference; GC Electricity EL-003 Suppliers (Evaluations, 10 years 10 years Mag, Ppr §34090 Financial Data. Reports or Studies) Capital Improvement Projects (CIP): Administration File / NOT Scanned (Electricity) Department preference; Some Completion + grant funding agencies require Project Administration, Certified 10 years or 10 years audits; Statute of Limitations for Payrolls, Community Outreach After Funding n After Funding Errors & Omissions is 10 years; Utilities / / Notifications, Project Upon Agency Agency Yes: Until Statute of Limitations: Contracts Electricity EL-004 Schedules, Progress meetings, Completion Audit, if Audit, Completed Mag, Ppr & Spec's=4 years, Wrongful Punch Lists, Real Estate required, required, Death=comp. + 5 years, Appraisals, RFIs & whichever is whichever is Developers=comp. + 10 years; Responses, Temporary longer longer Statewide guidelines propose Easements, Construction termination + 5 years; CCP §337 Manager's Logs, Daily et. seq., GC §34090 Inspections, Daily Logs, Stormwater compliance, etc. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-2 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Capital Improvement Projects (CIP): Permanent File / Scanned Records (Electricity) Specifications / RFP & Addenda, Agreement / Department preference; retained Contract, Successful Proposal, Mag, Yes: for disaster preparedness Utilities / EL-005 Change Orders, Geotechnical Upon P P Yes: Until Mfr, OD, S/I Complet. + purposes; Statewide guidelines Electricity Studies & Reports, Operations Completion Completed Ppr 10 years propose Permanent for & Maintenance Manuals (O&M Infrastructure plans; GC §34090 Manuals,) Materials Testing Reports, Grading Permits, Hazardous Materials Plans, Notice of Completion, Photos, Soil Reports, Studies, Submittals, Surveys, etc. Confined Space Entries / Hot Work Permits / Lock Out / Tag Department preference; 8 CCR Lead Dept. EL-006 Out / Energy Control 5 years 5 years Ppr 5157(d)(14) & (e)(6); 29 CFR Procedures (ECP) / Air 1910.146(e)(6); GC §34090 Monitoring Calibrations Utilities / EL-009 Control Center Operator / 5 years 5 years Mag, Ppr Department preference; GC Electricity Dispatcher Check Listing §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-3 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Control Center Switching Order Department Preference (Load Utilities / EL-045 Logs / System Logs / Manual 10 years 10 years Mag, Ppr records are required for 3 Electricity Entry Logs / Load Changes years); 18 CFR 125.2, 125.3; GC §34090 Utilities / EL-007 Cooling Tower Activity Sheets 2 years 2 years Mag, Ppr GC §34090 Electricity and Reports Utilities / EL-007.1 Daily Purchasing 10 years 10 years Ppr 18 CFR 125.2 & 125.3; GC Electricity §34090 Utilities / EL-008 Crane Maintenance Reports 5 years 5 years Ppr 8 CCR 344.80 & 81; GC §34090 Electricity (Fixed / Stationary) Utilities / Department of Energy (DOE) Mag, Yes (after Department Preference; GC Electricity EL-010 Licenses and Regulatory P P Mfr, OD, S / I QC) §34090 Correspondence Ppr Utilities / EL-011 Department of Energy (DOE) 5 years 5 years Mag, Ppr Department Preference; GC Electricity Reports §34090 City Clerk EL-012 Easements P P Mag, Mfr, OD, S Yes: After Department Preference (copies); Ppr QC GC §34090.7 Electric Utility Service When No When No Utilities / EL-013 Equipment Requirements Longer Longer Mag, OD Not City Records Electricity Committee (EUSERC) - All Required Required Records Utilities / EL-014 Electricity Drawings / As-Builts / Disposal of Equipment + Disposal of Equipment + Mag, Mfr, OD, S / I Yes (after Department Preference; 18 CFR Electricity Record Drawings 2 years 2 years Ppr QC) 125.2 & 125.3; GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-4 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Utilities / Equipment Records (Manuals, Disposal of Disposal of Department Preference; 18 CFR Electricity EL-015 Tests, Inspections, Studies, Equipment + Equipment + Mag, Ppr 125.2 & 125.3; CCP §337 et. Reports) 2 years 2 years Seq., GC §34090 Utilities / EL-016 Facility Histories / Infrastructure P P Mag' Mfrr,,pOD, S / I Yes (after Department Preference; GC Electricity Design QC) §34090 Utilities / Fuel Records (reported to AQMD Rule 1470; Form Electricity EL-016.1 AQMD 5 years 5 years Mag, Ppr 400—E-13a instructions; GC §34090 Generation Reliability Reports / Utilities / Run Logs / Generation Reports 18 CFR 125.2 & 125.3; AQMD Electricity EL-017 / Generator Operation Logs & 10 years 10 years Mag, Ppr Rule 1470; Form 400—E-13a Inspections / Power Production instructions; GC §34090 Operating Data Logs / Diaries Utilities / EL-021 Joint Pole Agreements P P MM OD, S / I Yes (after Department Preference; GC Electricity Ppr QC) §34090 Utilities / Joint Pole Committee Industry When No When No Electricity EL-022 Committee - All Records Longer Longer Mag, Ppr Not City Records Required Required Utilities / Joint Pole Invoices / Accounts Mag, Yes (after Department Preference (meets Electricity EL-023 Receivable 5 years 5 years Mfr, OD, S / I QC) municipal government auditing Ppr requirements); GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-5 Office of Record Retention No. Records Description Retention / Disposition Comments / Reference Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). Utilities / EL-024 Joint Pole Locations, History, Replacement Replacement Mag' Mfrr,, S / I Yes (after Department Preference; GC Electricity Maintenance (Card Files) of the Pole of the Pole Ppr QC) §34090 Utilities / Load Records, Load Curves, Department Department Preference Electricity EL-025 Temperature Logs, Water Logs 10 years 10 years Mag, Ppr (required for 3 years); 18 CFR 125.2, 125.3; GC §34090 Utilities / Power Outage Reports - Department Preference Electricity EL-025.1 Preliminary Report produced by 5 years 5 years Mag, Ppr (Engineering produces Final the Control Center Report); GC §34090 Utilities / Power Outage Reports - Final Department Preference; GC Electricity EL-026 Report produced by 10 years 10 years Mag, Ppr §34090 Engineering Utilities / Power Outage Database / Electricity EL-027 Interruption of Service Indefinite Indefinite Mag, Ppr Data is interrelated; GC §34090 Database Power Trading / Power Department Preference (auditing Utilities / EL-029 Scheduling Completion + 2 years Completion + Mag, Ppr standards are 5 years); GC Electricity 3 years 5 years §34090 (Check Out Worksheets) Power Trading / Power Utilities / EL-030 Scheduling 3 years 4 years 5 years Mag, Ppr Department Preference; GC Electricity §34090 (Confirmations, Invoices) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-6 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Power Trading / Power Utilities / EL-031 Scheduling 3 years 4 years 5 years Mag, Ppr Department Preference; GC Electricity §34090 (Generation Worksheets) Power Trading / Power Utilities / EL-033 Scheduling 2 years 2 years Mag, Ppr Department Preference; GC Electricity §34090 (Voice Recordings) Utilities / Regulatory Agency Audits: Electricity & EL-034 CEC,CFTC, CPUC, EPA, 10 years 10 years Mag, Ppr Department Preference; GC Gas FERC, NERC, NPDES, WECC, §34090 etc. Regulatory Agency Utilities / Compliance Reports & Department Preference; GC Electricity & EL-035 Confirmations: CEC,CFTC, 10 years 10 years Mag, Ppr §34090 Gas CPUC, EPA, FERC, NERC, NPDES, WECC, etc. Regulatory Agency Utilities / Correspondence: Minimum 10 Minimum 10 Department Preference; GC Electricity & EL-036 CEC,CFTC, CPUC, EPA, years years Mag, Ppr §34090 Gas FERC, NERC, NPDES, WECC, etc.. Utilities / Regulatory Agency Mag' Electricity & EL-037 Inspections: CEC,CFTC, 10 years 10 years Mfr, OD, S / I Yes (after Department Preference; GC Gas CPUC, EPA, FERC, NERC, Ppr QC) §34090 NPDES, WECC, etc. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UIT/EL-7 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). Utilities / Regulatory Agency Licenses: Mag, Electricity & EL-038 CEC,CFTC, CPUC, EPA, P P Mfr, OD, S / I Yes (after Department Preference; GC Gas FERC, NERC, NPDES, Ppr QC) §34090 W ECC, etc. Utilities / EL-039 Sampling / Circular & Strip 5 years 5 years Mag, Ppr Department Preference; GC Electricity Charts §34090 Utilities / SCADA Database (Electricity) Data is interrelated; system Electricity EL-040 (Supervisory Control and Data Indefinite Indefinite Yes Mag qualifies as a "trusted system"; Acquisition) GC §§34090, 12168.7 Utilities / EL-041 SCADA Printouts / Reports / 5 years 5 years Mag, Ppr Preliminary drafts; GC §34090 Electricity Log Books / Logs Sheets I I Stormwater Monitoring / Department Preference; Utilities / NPDES Monitoring and Monitoring records required for 3 Electricity EL-042 Inspection (from Former 5 years 5 years Mag, Ppr years; 40 CFR §§122.21, Electricity Generation Plant) 122.41, 122.44; CCP §337 et seq. Stormwater: NPDES Annual Mag, Department preference; Utilities / EL-043 Reports (from Former 5 years 5 years Mfr, OD, S / I Yes: After Monitoring records required for 3 Electricity Electricity Generation Plant) Ppr QC & OD years; 40 CFR §§122.21, 122.41, 122.44 Department Preference; Utilities / Stormwater: NPDES Permits Expiration + Expiration + Yes: Until Monitoring records required for 3 Electricity EL-044 (from Former Electricity 5 years 5 years Expiration Mag, Ppr years; 40 CFR §§122.21, Generation Plant) 122.41, 122.44; CCP §337 et seq. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-8 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). Utilities / AQMD Rule 1470; Form Electricity EL-046 Turbine Activity Reports 5 years 5 years Mag, Ppr 400—E-13a instructions; GC §34090 Underground Service Alerts Required for 3 years; GC Lead Dept. EL-046.1 (USA's) 3 years 3 years Mag, Ppr §§4216.2(f) & 4216.3(d); GC §34090 Division Work Orders / Service Providing EL-047 Requests CMMS DATABASE Indefinite Indefinite Mag Data is interrelated; GC §34090 Service / (Computerized Maintenance Work Management System) Work Orders / Service Division Requests - All Information When No When No Providing EL-048 Entered in CMMS Database Longer Longer Mag Ppr Preliminary drafts (the database Service / Required Required is the original); GC §34090 Work (Paper drafts) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - ELECTRICITY Page UT/EL-9 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Work Orders / Service Requests - NOT entered in CMMS Database (or partial information entered into CMMS Database) Division Mag, City Preference for OSHA Providing EL-049 Includes Job Briefing, 5 years 5 years Mfr, OD, S / I Yes: After compliance; CCP §§338 et seq., Service / Operating Checklist, Safety Ppr QC & OD 340 et seq., 342, GC §34090 Work Checklist (Division providing service retains originals; Division requesting service is considered a copy) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 5.0 RECORDS RETENTION SCHEDULE: UTILITIES - FIBER OPTICS Page UT/F0-1 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). FIBER OPTICS Capital Improvement Projects (CIP): Administration File I Department preference; Some NOT Scanned - Fiber Optics Completion + grant funding agencies require Projects 10 years or 10 years audits; Statute of Limitations for After Funding After Funding n Errors & Omissions is 10 years; Utilities / Project Administration, Certified Upon Agency Agency Yes: Until Statute of Limitations: Contracts FO-001 Payrolls, Community Outreach / Audit, if Mag, Ppr & Spec's=4 years, Wrongful Fiber Optics Notifications, Project Schedules, Completion required, Audit, if Completed Death=comp. + 5 years, Progress meetings, Punch Lists, whichever is re required, q Developers=comp. + 10 years; Real Estate Appraisals, RFIs & longer whichever is Statewide guidelines propose Responses, Temporary longer termination + 5 years; CCP §337 Easements, Construction Manager's Logs, Daily Inspections, et. Seq., GC §34090 Daily Logs, etc. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 5.0 RECORDS RETENTION SCHEDULE: UTILITIES - FIBER OPTICS Page UT/FO-2 Office of Retention No. Records Description Retention / Disposition Comments I Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Capital Improvement Projects (CIP): Permanent File / Scanned Records - Fiber Optics Projects Department preference; retained Utilities / Specifications / RFP & Addenda, Upon Yes: Until Mag, Yes: for disaster preparedness Fiber Optics FO-002 Agreement /Contract, Successful Completion P P Completed Mfr, OD, S/I Complet. + purposes; Statewide guidelines Proposal, Change Orders, Ppr 10 years propose Permanent for Geotechnical Studies & Reports, Infrastructure plans; GC §34090 Operations & Maintenance Manuals (O&M Manuals,) Materials Testing Reports, Notice of Completion, Photos, Soil Reports, Studies, Submittals, Surveys, etc. Utilities / FO-004 Fiber Optic Customers (Internet Close + 5 Close + 5 I I Mag, Ppr Department Preference (meets Fiber Optics & Dark Fiber) years years auditing standards); GC §34090 Utilities / Fiber Optic Drawings / As- Mag, Yes (after Department Preference Fiber Optics FO-005 guilts / Record Drawings P P Mfr, OD, S / I QC) (Engineering has originals); GC Ppr §34090.7 Utilities / Fiber Optic Pipelines / Projects - Mag, Yes (after Department Preference Fiber Optics FO-006 Installation, Transmission, P P Mfr, OD, S / I QC) (Engineering has originals); GC Distribution Ppr §34090.7 Utilities / FO-007 Fiber Optic Plans Superseded Superseded Mag, Ppr Department Preference; GC Fiber Optics + 2 years + 2 years §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - STORMWATER Page UT/STORM-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Destroy Inactive Image: Paper (OFR) Active (Records Total Vital? Media 1=Import after (in office) Center) Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). UTLITIES-- STORMWATER / NPDES Department preference; Utilities / Development SWPPP Finalled + 3 Finalled + 3 Mag, Yes: After Monitoring records required Stormwater STORM-001.1 (Stormwater Pollution Prevention years years Mfr, OD, S / I QC & OD for 3 years; 40 CFR Plan) / Construction Monitoring Ppr §§122.21, 122.41, 122.44;GC §34090 et. seq. Utilities / Environmental Assessments / Mag, Yes: After Department Preference; GC Stormwater STORM-001.2 Phase 1 Environmental P P Mfr, OD, S 1 year §34090 et. seq. Assessments Ppr Department Preference; Utilities / Stormwater Monitoring / NPDES Minimum 5 Minimum 5 Monitoring records required Stormwater STORM-001.4 Monitoring and Inspection (by Mag, Ppr for 3 years; 40 CFR Address) years years §§122.21, 122.41, 122.44; CCP §337 et seq. Mag' Required for a minimum of 5 Utilities / STORM-001.4 Stormwater: Business Minimum 5 Minimum 5 Mfr S / I Yes: After years; 40 CFR 122.410)(2); Stormwater Inspections (by Address) years years P,pD, QC & OD 40 CFR §§122.21, 122.41, 122.44; GC §34090 Department preference; Mag, plans must be updated every Utilities / STORM-001 Stormwater: MS4 Monitoring Expiration + 5 Expiration + Mfr S / I Yes: After 5 years, audits are required Stormwater years 5 years P,pD, QC & OD every 2 years; 40 CFR §§122.21, 122.41, 122.44; GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - STORMWATER Page UT/STORM-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Image: Destroy Active Inactive Total Media 1=Import Paper (OFR) (in office) (Records Retention Vital? Options M=Mfr after Center) S=Scan Imaged & QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Department preference; Mag' plans must be updated every Utilities / STORM-002 Stormwater: MS4 Permits 5 years 5 years MfrP,pr, S / I Yes: After 5 years, audits are required Stormwater QC & OD every 2 years; 40 CFR §§ 122.21, 122.41, 122.44; GC §34090 Stormwater: NPDES Annual Mag, Department preference; Utilities / STORM-003 Reports (Includes Well Site 5 years 5 years Mfr, OD, S / I Yes: After Monitoring records required Stormwater Discharges) Ppr QC for 3 years; 40 CFR §§122.21, 122.41, 122.44 Department Preference; Utilities / Stormwater: NPDES Permits Expiration + 5 Expiration + Yes: Until Monitoring records required Stormwater STORM-004 (Includes Well Site Discharges) years 5 years Expiration Mag, Ppr for 3 years; 40 CFR §§ 122.21, 122.41, 122.44; CCP §337 et seq. Department preference; Stormwater: TMDL Plan (Total Mag, plans must be updated every Utilities / STORM-005 Maximum Daily Load) TMDL 5 years 5 years Mfr, OD, S / I Yes: After 5 years, audits are required Stormwater Monitoring Plan Ppr QC & OD every 2 years; 40 CFR §§122.21, 122.41, 122.44; GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - WATER Page UT/WTR-1 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Litigation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). WATER DISTRIBUTION POTABLE WATER Capital Improvement Projects 11grant (CIP): Administration File / Department preference; Some NOT Scanned - Water Completion + funding agencies require Projects 10 years or 10 years audits; Statute of Limitations for After Funding n After Funding Errors & Omissions is 10 years; Utilities Project Administration, Certified Upon Agency Agency Yes: Until Statute of Limitations: Contracts WTR-001 Payrolls, Community Outreach / Audit, if Mag, Ppr & Spec's=4 years, Wrongful Water Dist. Notifications, Project Schedules, 1 Completion required, Audit, if Completed Death=comp. + 5 years, Progress meetings, Punch Lists, whichever is required, Developers=comp. + 10 years; Real Estate Appraisals, RFIs & longer whichever is Statewide guidelines propose Responses, Temporary longer termination + 5 years; CCP §337 Easements, Construction et. seq., GC §34090 Manager's Logs, Daily Inspections, Daily Logs, etc. VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - WATER Page UT/WTR-2 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? /f the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Capital Improvement Projects (CIP): Permanent File / Scanned Records - Water Projects Specifications / RFP & Addenda, Department preference; retained Utilities Agreement / Contract, Successful Upon Yes: Until Mag, Yes (after for disaster preparedness Water Dist. WTR-002 Proposal, Change Orders, Completion P P Completed Mfr, OD, S/I QC) purposes; Statewide guidelines Geotechnical Studies & Reports, Ppr propose Permanent for Operations & Maintenance Manuals Infrastructure plans; GC §34090 (O&M Manuals,) Materials Testing Reports, Hazardous Materials Plans, Notice of Completion, Photos, Soil Reports, Studies, Submittals, Surveys, etc. Chains of Custody / Water Utilities WTR-003 Analysis / Reports & Sampling: 5 ears 5 years Mag' P r 40 CFR 141.33(a ) Water Dist. Bacteriological and Organics Chains of Custody / Water State and Federal laws require Utilities WTR-004 Analysis /Reports &Sampling: 10 years 10 years Mag, Ppr 10 years; 40 CFR 141.33(a); 22 Water Dist. Chemical (Includes Chlorine CCR §64470 Residuals) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - WATER Page UT/WTR-3 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Chains of Custody / Water Required for 12 years or 2 Utilities WTR-005 Analysis / Reports & Sampling: y p p g 12 ears y 12 ears y Ma Ppr g' compliance cycles; ); 22 CCR Water Dist. Lead &Copper 64400.25; 22 CCR §64470, 40 CFR 141.33(a); 40 CFR 141.91 8 CCR 5157(d)(14) & (e)(6); 29 Lead Dept. WTR-006 Confined Space Entries 2 years 2 years Ppr CFR 1910.146(e)(6); GC §34090 Customer Concerns / Customer 5 years is required in State and Utilities Complaints: Odor /Taste / Federal law for any complaints; Water Dist. WTR-007 Visual Complaints 5 years 5 years Mag, Ppr 40 CFR 122.410)(2) & 40 CFR (Correspondence regarding 141.33(b); 22 CCR 64470(a) Potable Water) Copies - Copies - Public Works WTR-008 Development Review When No When No Mag, Ppr GC §34090.7 / Engineering Comments Longer Longer Required Required Environmental Agencies / Utilities WTR-009 Regulatory Agencies Minimum 2 Minimum 2 Mag, Ppr Department Preference; GC Water Dist. years years §34090 (EPA, DHS, etc.) Utilities Fire Hydrant Flow / Pressure Department Preference (data is Water Dist. WTR-010 Tests (Development or Indefinite Indefinite Mag, Ppr interrelated); GC §34090 Maintenance) - Database Utilities Fire Hydrant Flow / Pressure Minimum 2 Minimum 2 Department Preference (valves Water Dist. WTR-011 Tests (Development or Mag, Ppr are exercised every year); GC Maintenance) - Paper years years §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - WATER Page UT/WTR-4 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Utilities WTR-012 Log Book (Pump Houses) 7 years 7 years Mag Ppr Department Preference; GC Water Dist. §34090 Utilities NPDES Monitoring Reports Monitoring records required for 3 Water Dist. WTR-013 (Well Site Discharges) 3 years 3 years Mag, Ppr years in Federal law; 40 CFR Or HEALTH? §§122.21, 122.41 Utilities Department Preference; Water Dist. WTR-014 NPDES Permits (Well Site Expiration + Expiration + Yes: Until Mag, Ppr Monitoring records required for 3 Or HEALTH? Discharges) 3 years 3 years Expiration years; 40 CFR §§122.21, 122.41; CCP §337 et seq. Utilities WTR-015 Operating Permit (Wells) Expiration + P P Mfr, OD, S / I No Department preference; GC Water Dist. 2 years Ppr §34090 Utilities WTR-016 Operations & Maintenance Disposal of Disposal of Mag, Ppr Department preference; GC Water Dist. Manuals / O & M Manuals Equipment Equipment §34090 Utilities Yes: After Department preference; GC Water Dist. WTR-017 Reservoir Maintenance P P Mfr, OD, S QC §34090 Ppr Utilities SCADA Database (Water) Data is interrelated; system Water Dist. WTR-018 (Supervisory Control and Data Indefinite Indefinite Yes Mag qualifies as a "trusted system"; Acquisition) GC §§34090, 12168.7 Underground Service Alerts Required for 3 years; GC Lead Dept. WTR-019 (USA's) 3 years 3 years Mag, Ppr §§4216.2(f) & 4216.3(d); GC §34090 VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - WATER Page UT/WTR-5 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods retention resumes after settlement). Copies - Copies - City Clerk WTR-020 Urban Water Management When No When No Yes Mfr, O S Yes: After Department Preference (copies) Plans (UWMP) Longer Longer PpD, 10 years GC §34090.7 Required Required Utilities WTR-021 Videos - Water Wells, Repairs, P P Mag Department preference; GC Water Dist. Reservoirs, Tanks, etc. §34090 Vulnerability Assessment / When When Utilities WTR-022 Emergency Response Plan / Superseded - Superseded - Mag, Ppr Confidential; 42 USC 300i-2(c); Water Dist. Risk & Resilience Assessment / Minimum 2 Minimum 2 GC §34090 Hazard Mitigation Plan years years Department Preference; Meets Utilities WTR-023 Water Production Reads / 5 years 5 years Mag, Ppr California Department of Health Water Dist. Reports (to State DHS & DWR) requirements (3 years); GC §34090 Mag' Department preference; State Utilities WTR-024 Water Quality Reports / 12 years P P MfrP,pD, S / I Yes (after law and federal laws require 10 Water Dist. Consumer Confidence Reports QC) years; 40 CFR 141.33(a); 22 CCR §64470 Copies - Copies - City Clerk WTR-025 Water Supply Agreements When No When No Yes Mfr, OD, S No Send originals to City Clerk; GC Longer Longer Ppr §34090.7 Required Required Utilities Well Records (includes Mag, Yes: After Department preference; GC Water Dist. WTR-027 Destroyed or Abandoned P P Mfr, OD, S QC §34090 Wells) Ppr VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 Ver. 7.0 RECORDS RETENTION SCHEDULE: UTILITIES - WATER Page UT/WTR-6 Office of Retention No. Records Description Retention / Disposition Comments / Reference Record Records Image: Destroy (OFR) Active Center, Total Vital? Media 1=Import Paper after (in office) OD or Mfr Retention Options M=Mfr Imaged & S=Scan QC'd? If the record is not listed here, refer to the Retention for City -Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder. HOLDS: Liti ation, claims, complaints, audits, public records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). Division Work Orders / Service Providing WTR-028 Requests CMMS DATABASE Indefinite Indefinite Mag Data is interrelated; GC §34090 Service / (Computerized Maintenance Work Management System) Work Orders / Service Division Requests - All Information When No When No Providing WTR-029 Entered in CMMS Database Longer Longer Mag Ppr Preliminary drafts (the database Service / Required Required is the original); GC §34090 Work (Paper drafts) Work Orders / Service Requests - NOT entered in CMMS Database (or partial Division information entered into CMMS City Preference; CCP §§338 et Providing WTR-030 Database) 5 years 5 years Mag Ppr seq., 340 et seq., 342, GC Service / §34090 Work (Division providing service retains originals; Division requesting service is considered a copy) VERNON, CA. ©1995-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 08/24/2011 City Council Agenda Item Report Agenda Item No. COV-176-2020 Submitted by: Mark Aumentado Submitting Department: Public Utilities Meeting Date: June 2, 2020 SUBJECT Change Order No. 1 to Construction Contract with General Pump Company, Inc. for On -Call Well and Booster Pump Repairs Recommendation: A) Find that the proposed action is categorically exempt from California Environmental Quality Act (CEQA) review, in accordance with CEQA Guidelines § 15301, because the project consists of the maintenance, repair or minor alteration of existing equipment and involves negligible or no expansion of an existing use; and B) Approve and authorize the City Administrator to execute Change Order No. 1 to the Construction Contract with General Pump Company, Inc., in substantially the same form as submitted, authorizing renewal of the contract term for a one year period from July 1, 2020 through June 30, 2021, at a cost not -to -exceed $600,000 for the renewal term for on -call well and booster pump repairs. Background: The City of Vernon owns and operates nine production water wells, eight storage tanks, and fourteen booster pumps located across three booster plants. Annually, these facilities are used to pump and provide approximately 6,900 acre feet of ground water to customers throughout the City. The City is also able to purchase water from Central Basing Municipal Water District (CBMWD). The Water Division is working to reduce the City's reliance on imported water. Historically, imported water has been significantly more expensive than pumping groundwater. Additionally, the City owns four sump pumps that prevent flooding for the underpasses at Downey Road and Washington Boulevard; the sump pumps are currently operated and maintained by the Water Division. Unfortunately, due to facility age and deferred maintenance, many facilities are deteriorating and are in need of repair. Repair and rehabilitation of these facilities will aid the Water Division in serving the community with pumped groundwater that is significantly less expensive than importing water into the City through the connection with the CBMWD. On June 4, 2019, City Council approved a Construction Contract with General Pump Company, Inc. (GPC) for On -Call Well and Booster Pump Repairs. The contract went into effect on July 1, 2019, for an initial one-year term with the option to extend the contract for up to two additional one-year terms. As repairs and rehabilitation are performed on an on -call and as -needed basis, an exact scope of work is challenging to predict. The Notice Inviting Bids (NIB) for the project included a line item list of specific tasks developed to ensure consistent and competitive prices. For work not captured by the line items, staff requested work proposals which, if possible, were broken down into material costs and hourly rates of labor and equipment consistent with the rates provided in the NIB. During the initial one-year term, GPC successfully performed tasks to repair numerous Cityfacilities. Namely, GPC was integral in assisting staff with tools to properly assess the current conditions of Wells 15 and 21 to prepare for future work. Additionally, GPC played a major role in the repair of Booster Pump 2-1, Booster Pump 2-2, Well 11, and Well 16. Currently, GPC is performing a major rehabilitation for Well 15 which includes modifications to the well pedestal and equipment. Staff plans to utilize GPC on this contract for the rehabilitation of Well 15 and various repairs to Well 21, which are projects listed in the Water Division Capital Improvement Plan to be funded with bond proceeds. Staff determined that the renewal of the term of the agreement for an additional year is necessary to facilitate needed work and repairs on various facilities. If the extension is approved, Vernon Public Utilities (VPU) will evaluate the need for the second extension and determine an appropriate budget on or before June 30, 2021. The second contract extension and associated funds will be presented to the City Council for approval at an appropriate time. The Change Order has been reviewed and approved by the CityAttorney's Office. Fiscal Impact: As previously approved on June 4, 2019, this Construction Contract had a term of one year with an option to extend up to two additional one-year terms. Presently, staff wishes to move forward and extend the contract for another one-year term for a not -to -exceed amount of $600,000 through the proposed Change Order No. 1. Although the contract includes an option to extend the Construction Contract for up to two additional one-year terms, any Contract extensions and additional funds will be requested and brought to City Council for approval as necessary prior to execution. If this Change Order is approved, the contract will have one remaining year to extend and staff will re-evaluate the need for the final one-year extension at an appropriate time. A significant amount of the contract amount will be funded from bond proceeds. The initial one-year term was approved for a not -to -exceed amount $600,000. As of April 2020, staff has utilized $149,586.95 and estimates to close the fiscal year with four additional invoices. The total will not exceed $600,000. The cost of this work is included in the proposed budget for Fiscal Year 2020-2021. Attachments: 1. Change Order No. 1 to General Pump Inc. Construction Contract CITY OF VERNON PUBLIC UTILITIES DEPARTMENT CONTRACT CHANGE ORDER NO. 1 SUPPLEMENT NO. _ SHEET 1 OF 1 SHEETS PROJECT: On -Call Well and Booster Pump Repairs Contract No. LP-0464 FEDERAL PROJECT No. EDEN Project No. REQUESTED BY: City of Vernon Supplemental No. TO: General Pump Company, Inc. CONTRACTOR You are hereby directed to make the herein described changes to the plans and specifications or do the following described work not previously included in the plans and specifications of this contract. Except as specifically modified herein, all terms and conditions of the original contract remain in full force and effect, and apply to the additional work as if said work was originally included in the contract. This Change Order No. 1 provides for: 1. Renewal of the Contract term for an additional one-year period from July 1, 2020 through June 30, 2021. 2. Increase of Contractor's total amount not to exceed by an additional $600,000.00 to be utilized for On - Call Well and Booster Pump Repairs for the period of July 1, 2020 through June 30, 2021. Contract Amount Base Bid ............................................... $ 600,000.00 Amount of This Change Order ............................................. $ 600,000.00 Amount of Previous Change Orders I ......................................... $ 0.00 Total Change Orders I ..................................................... $ 600,000.00 Modified Contract Amount ............................................. $ 1,200,000.00 By reason of this change order the time of One (1) Calendar Year completion will be adjusted as follows: Approved: Date: Carlos Fandino, City Administrator Date: Attest: Lisa Pope, City Clerk We, the undersigned Contractor, have given careful consideration to the change proposed and hereby agree, if this proposal is approved, that we will provide all labor, equipment and materials, including overhead, except as may otherwise be noted above, and perform all services necessary for the work above specified, and will accept as full payment therefore the prices shown above. Accepted Date: Contractor: By: Title: Accepted Date: Contractor: By: Title: c: Project File/Contractor/Purchasing Rev. 01/13 City Council Agenda Item Report Agenda Item No. COV-185-2020 Submitted by: Claudia Arellano Submitting Department: Public Works Meeting Date: June 2, 2020 SUBJECT Sub -Recipient Agreement for the Purposes of the Proposition 1 Storm Water Agreement — Supplemental Expense Recommendation: A. Find that approval of the supplemental expense is exempt under the California Environmental Quality Act (CEQA) because it is an administrative activity that will not result in direct or indirect physical changes in the environment and therefore is not a "project" as defined in CEQA Guidelines section 15378, and to the extent approving the supplemental expense can be deemed a "project," it is part and parcel of the larger project of designing and constructing the infiltration cistern regional project, which has been subject to CEQA review and mitigation; and B. Approve the supplemental expense for an amount up to $8,000 for the implementation of the John Anson Ford Park Infiltration Cistern, Phase I (Project) approved by City Council under the Sub -Recipient Agreement between the City of Vernon the cities of Bell, Bell Gardens, Commerce, Cudahy, Huntington Park, Maywood (Sub -Recipients), and the Los Angeles Gateway Region Integrated Regional Water Management Joint Powers Authority (GWMA) for the purposes of the Proposition 1 Storm Water Agreement. Background: On March 6, 2018, the City Council of the City of Vernon approved a Sub -Recipient Agreement between the Sub -Recipients and GWMA to provide for administrative support for the design, construction, maintenance and payment of the cost of the project in compliance with the State Grant Agreement and for payment of the grant match. The City of Vernon's share of the grant match is $212,743.82. During the CEQA mitigation process of the project, the City of Bell Gardens discovered the loss of two baseball fields during construction. The City of Bell Gardens reached out to several neighboring cities for use of their baseball fields to no avail. With no other recourse at that time, the City of Bell Gardens had to retrofit one baseball field at Veterans Park which is also located in Bell Gardens to accommodate the baseball leagues. GWMA obtained three quotes for the Veterans Park baseball field retrofit. The lowest bid was $40,000. The City of Bell Gardens requested that the Sub -Recipients share in the cost for the retrofit. The City of Vernon's proportionate share for the retrofit is expected to be $7,732.36 and no more than $8,000. Since the cost of the baseball field retrofit was unknown at the time, it was therefore not included in the matching funds budget of the Sub -Recipient Agreement between the Sub -Recipients and GWMA in 2018. This type of unforeseen cost is covered in the Sub -Recipient Agreement under Section 1.11 Cost Overruns, "... To the extent that overrun costs are unforeseen and outside of Bell Gardens' control and not covered by Grant and local match funds, Bell Gardens shall complete the Project to the extent required under the terms of the Grant Agreement. In such case, the Sub -recipients shall contribute funds sufficient to cover such cost overruns in accordance with each Sub -recipients' Percentage Share..." While the project is located in the City of Bell Gardens, it will benefit each of the Sub -Recipients as it will facilitate compliance with the Watershed Management Program Plan as required under the National Pollutant Discharge Elimination System Permit for Waste Discharge Requirements for Municipal Separate Storm Sewer System (MS4) Discharges within the Coastal Watersheds of Los Angeles County, except those discharges originating from the City of Long Beach MS4. Fiscal Impact: The City of Vernon's proportional share of the supplemental expense to retrofit a baseball field for the implementation of the project is expected to be $7,732.36 and no more than $8,000. This expense is not specifically budgeted, however, there are funds available in the Public Works budget. Moreover, the cost of the retrofit may be expensed towards the Measure W revenues. Attachments: City Council Agenda Item Report Agenda Item No. COV-178-2020 Submitted by: Michael Earl Submitting Department: Human Resources Meeting Date: June 2, 2020 SUBJECT Agreement with Alliant Insurance Services, Inc. for Health Benefits Brokerage and Consulting Services Recommendation: Approve and authorize the City Administrator to execute a Services Agreement with Alliant Insurance Services, Inc. (Alliant), in substantially the same form as submitted, fora one-year term in an amount not -to -exceed $74,000 for the provision of Health Benefits Brokerage and Consulting Services, with an effective date of July 1, 2020. Background: The City uses the services of a professional health benefits insurance broker to assist the City in the acquisition, implementation, maintenance, communication, and improvement of employee and retiree health and welfare benefits. In accordance with the Vernon Municipal Code (VMC) and in order to select an appropriate firm to provide the aforementioned services, a Request for Proposals (RFP) was issued to employee benefit brokerage firms and posted on the City's website. Seven responses from qualified benefits consulting firms were received in response to the RFP. Following an initial review of the proposals, four firms were invited to participate in an interview and to make presentations regarding their proposed services. A selection panel consisting of six City staff members from a cross section of management, supervisory, analytical, and human resources staff reviewed the proposals and participated in the interviews and presentations. Three of the four firms invited to the interviews attended and participated in the process. Each of the three final firms provided very competitive proposals; however, Alliant consistently ranked the highest by the review committee. Additionally, Alliant has been extremely successful in assisting the City in obtaining competitive rates across all lines of employee benefits provided. Alliant is a recognized leader in the public agency arena, with over 100 public entity clients, including representing over 300 cities. They are California's largest public agency consultant and benefits broker. Nationally, they are represented by a staff of nearly 3,000 employees and rank as the 8th largest insurance brokerage firm in the United States. Their experience in leveraging their size and expertise in the insurance market has helped their public sector clients, including the City of Vernon, realize cost reductions with long-term stability. It is recommended that City Council approve and authorize the City Administrator to execute the proposed services agreement with Alliant for Health Benefits Brokerage and Consulting Services. The proposed agreement has been reviewed and approved by the City Attorney's Office. Fiscal Impact: The total not -to -exceed value of the proposed agreement with Alliant is $74,000 for a one-year term. This amount is not paid to the vendor directly, but is built into the rates for benefits and is paid to Alliant as commissions. Sufficient funds are included in the FY2020/2021 Human Resources proposed budget to cover the cost for services. Attachments: 1. Services Agreement with Alliant Insurance Services, Inc. SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND ALLIANT INSURANCE SERVICES, INC., FOR HEALTH BENEFITS BROKERAGE AND CONSULTING SERVICES Contractor: Responsible Principal of Contractor: Notice Information - Contractor: Notice Information - City: Commencement Date: Termination Date: Consideration: Records Retention Period COVER PAGE Alliant Insurance Services, Inc. Michael Menzia, Executive Vice President Alliant Insurance Services, Inc. 333 S. Hope Street, Suite 3750 Los Angeles, CA 90071 Attention: Michael Menzia, Executive Vice President Phone: (818) 606-9315 Email: mmenzia@alliant.com City of Vernon 4305 Santa Fe Avenue Vernon, CA 90058 Attention: Michael Earl, Director of Human Resources Telephone: (323) 583-8811 ext. 239 Email: mearl@ci.vernon.ca.us July 1, 2020 June 30, 2021 Total not to exceed $74,000.00 (includes all applicable sales tax); and more particularly described in Exhibit C Three (3) years, pursuant to Section 11.20 1 SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND ALLIANT INSURANCE SERVICES, INC., FOR HEALTH BENEFITS BROKERAGE AND CONSULTING SERVICES This Contract is made between the City of Vernon ("City"), a California charter City and California municipal corporation ("City"), and Alliant Insurance Services, Inc., a California corporation ("Contractor") The City and Contractor agree as follows: 1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to perform the services as hereinafter set forth as authorized by the City Council on June 2, 2020. 2.0 SCOPE OF SERVICES. 2.1 Contractor shall perform all work necessary to complete the services set forth in the Request for Proposals issued on or about November 9, 2017, Exhibit "A", and Contractor's proposal to the City ("Proposal") dated November 29, 2017, Exhibit "B", both of which are attached to and incorporated into this Contract, by reference. 2.2 All services shall be performed to the satisfaction of City. 2.3 All services shall be performed in a competent, professional, and satisfactory manner in accordance with the prevailing industry standards for such services. 3.0 PERSONNEL. 3.1 Contractor represents that it employs, or will employ, at its own expense, all personnel required to perform the services under this Contract. 3.2 Contractor shall not subcontract any services to be performed by it under this Contract without prior written approval of City. 3.3 All of the services required hereunder will be performed by Contractor or by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be fully qualified and authorized or permitted under State and local law to perform such services and shall be subject to approval by the City. 4.0 TERM. The term of this Contract shall commence on July 1, 2020, and it shall continue through June 30, 2021, unless terminated at an earlier date pursuant to the provisions thereof. 2 5.0 COMPENSATION AND FEES. 5.1 Contractor has established rates for the City of Vernon which are comparable to and do not exceed the best rates offered to other governmental entities in and around Los Angeles County for the same services. For satisfactory and timely performance of the services the City will pay Contractor a total of $74,000 annually. 5.2 Contractor shall, at its sole cost and expense, furnish all necessary and incidental labor, material, supplies, facilities, equipment, and transportation which may be required for furnishing services pursuant to this Contract. Materials shall be of the highest quality. The above Contract fee shall include all staff time and all clerical, administrative, overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related costs and expenses. 5.3 City shall reimburse Contractor only for those costs or expenses specifically approved in this Agreement, or specifically approved in writing in advance by City. Unless otherwise approved, such costs shall be limited and include nothing more than the following costs incurred by Contractor: 5.3.1 The actual costs of subcontractors for performance of any of the services that Contractor agrees to render pursuant to this Agreement, which have been approved in advance by City and awarded in accordance with this Agreement. 5.3.2 Approved reproduction charges. 5.3.3 Actual costs and/or other costs and/or payments specifically authorized in advance in writing and incurred by Contractor in the performance of this Agreement. 3 5.4 Contractor shall not receive any compensation for extra work performed without the prior written authorization of City. As used herein, "extra work" means any work that is determined by City to be necessary for the proper completion of the Project, but which is not included within the Scope of Services and which the parties did not reasonably anticipate would be necessary at the time of execution of this Agreement. 5.5 Licenses, Permits, Fees, and Assessments. Contractor shall obtain, at Contractor's sole cost and expense, such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. Contractor shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and which arise from or are necessary for the performance of the Services by this Agreement. 6.0 PAYMENT 6.1 Period: July 1, 2020 — December 31, 2020 Payment to the Contractor, is in the form of commissions which are built into the rates. Once a premium payment has been made by the City, the insurance carrier will issue a commission payment to the Contractor. 6.2 Period: January 1, 2021 — June 30, 2021 Payment to the Contractor will be on a fee basis. The annual fee will be $74,000 and will be invoiced on a quarterly basis. The City will pay the Contractor the amount invoiced within thirty (30) days after the City approves the invoice. 6 3 Payment for both periods shall be payment in full for all services, authorized costs, and authorized extra work covered by this agreement. 7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be reasonably necessary for Contractor to perform its services; and will give any required decisions as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's services. 8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City 8 staff in the performance of Services and shall be available to City's staff, consultants, and other staff at all reasonable times. 9.0 INDEMNITY. Contractor agrees to indemnify City, its officers, elected officials, employees and agents against, and will hold and save each of them harmless from, any and all actions, suits, claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities (herein "claims or liabilities"), including but not limited to professional negligence, that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of work, operations or activities of Contractor, its agents, employees, subcontractors, or invitees, provided for herein, or arising from the negligent acts or omissions or willful misconduct of Contractor hereunder, or arising from Contractor's negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, except to the extent such claims or liabilities arise from the gross negligence or willful misconduct of City, its officers, elected officials, agents or employees. 10.0 INSURANCE. Contractor shall, at its own expense, procure and maintain policies of insurance of the types and in the amounts set forth below, for the duration of the Contract, including any extensions thereto. 10.1 Automobile Liability with minimum limits of at least $1,000,000 combined single limit, including owned, hired, and non -owned liability coverage. (i) Contractor agrees to subrogate automobile liability resulting from performance under this agreement by agreeing to defend, indemnify and hold harmless, the City, and its respective employees, agents, and City Council from and against all claims, liabilities, suits, losses, damages, injuries and expenses, including all costs and reasonable attorney's fees ("Claims"), which are attributable to any act or omission by the City under the performance of the services. (ii) The policy shall state that they afford primary coverage. (iii) Policy included in this clause shall be endorsed to state that coverage shall not be cancelled except after thirty (30) days' prior written notice to City. 9 10.2 General Liability with minimum limits of at least $1,000,000 per occurrence and $2,000,000 aggregate written on an Insurance Services Office (ISO) Comprehensive General Liability "occurrence" form or its equivalent for coverage on an occurrence basis. Premises/Operations and Personal Injury coverage is required. The City of Vernon, its directors, commissioners, officers, employees, agents, and volunteers must be endorsed on the policy as additional insureds as respects liability arising out of the Contractor's performance of this Contract. (i) If Contractor employs other contractors as part of the services rendered, Contractor's Protective Coverage is required. Contractor may include all subcontractors as insureds under its own policy or shall furnish separate insurance for each subcontractor, meeting the requirements set forth herein. (ii) Contractor agrees to subrogate General Liability resulting from performance under this agreement by agreeing to defend, indemnify and hold harmless, the City, and its respective employees, agents, and City Council from and against all claims, liabilities, suits, losses, damages, injuries and expenses, including all costs and reasonable attorney's fees ("Claims"), which are attributable to any act or omission by the City under the performance of the services. (iii) The policy shall state that they afford primary coverage. (iv) Policy included in this clause shall be endorsed to state that coverage shall not be cancelled except after thirty (30) days' prior written notice to City. 10.3 Professional Errors and Omissions coverage in a sum of at least $1,000,000, where such risk is applicable. Contractor shall maintain such coverage for at least one (1) year after the termination of this Agreement. 10.4 Contractor shall comply with the applicable sections of the California Labor Code concerning workers' compensation for injuries on the job. In addition, Contractor shall require each subcontractor to similarly maintain workers' compensation insurance in accordance with the laws for California for all of the subcontractor's employees. Compliance is accomplished in one of the following manners: (i) Provide copy of permissive self-insurance certificate approved by the State of California; or (ii) Secure and maintain in force a policy of workers' compensation insurance with statutory limits and Employer's Liability Insurance with a minimal limit of $1,000,000 per accident. The policy shall be endorsed to waive all rights of subrogation against City, its directors, commissioners, officers, employees, and volunteers for losses arising from performance of this Contract; or (iii) Provide a "waiver" form certifying that no employees subject to the Labor Code's Workers' Compensation provision will be used in performance of this Contract. (iv) Policy included in this clause shall be endorsed to state that coverage shall not be cancelled except after thirty (30) days' prior written notice to City. 10.5 Insurance shall be placed with insurers with a Best's rating of no less than A-VIII. 10.6 Prior to commencement of performance, Contractor shall furnish City with a certificate of insurance for each policy. Each certificate is to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificate(s) must be in a form approved by City. 10.7 Failure to maintain required insurance at all times shall constitute a default and material breach. In such event, Contractor shall immediately notify City and cease all performance under this Contract until further directed by the City. In the absence of satisfactory insurance coverage, City may, at its option immediately terminate this Contract and seek all damages and costs incurred from the Contract resulting from said breach; 11.0 GENERAL TERMS AND CONDITIONS. 11.1 INDEPENDENT CONTRACTOR. 11.1.1 It is understood that in the performance of the services herein provided for, Contractor shall be, and is, an independent contractor, and is not an agent, officer or employee of City and shall furnish such services in its own manner and method except as required by this Contract, or any applicable statute, rule, or regulation. Further, Contractor has and shall retain the right to exercise full control over the employment, direction, compensation and discharge of all persons employed by Contractor in the performance of the services hereunder. City assumes no liability for Contractor's actions and performance, nor assumes responsibility for taxes, bonds, payments, or other commitments, implied or explicit, by or for Contractor. Contractor shall be solely responsible for, and shall indemnify, defend and save City harmless from all matters relating to the payment of its employees, subcontractors and independent contractors, including compliance with social security, withholding and all other wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever. 11.1.2 Contractor acknowledges that Contractor and any subcontractors, agents or employees employed by Contractor shall not, under any circumstances, be considered employees of the City, and that they shall not be entitled to any of the benefits or rights afforded employees of City, including, but not limited to, sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term disability or workers' compensation insurance benefits. 11.2 CONTRACTOR NOT AGENT. Except as the City may authorize in writing, Contractor and its subcontractors shall have no authority, express or implied, to act on behalf of or bind the City in any capacity whatsoever as agents or otherwise. 11.3 OWNERSHIP OF WORK. All documents and materials furnished by the City to Contractor shall remain the property of the City and shall be returned to the City upon termination of this Agreement. All reports, drawings, plans, specifications, computer tapes, floppy disks and printouts, studies, memoranda, computation sheets, and other documents prepared by Contractor in furtherance of the work shall be the sole property of City and shall be delivered to City whenever requested at no additional cost to the City. Contractor shall keep such documents and materials on file and available for audit by the City for at least three (3) years after completion or earlier termination of this Contract. Contractor may make duplicate copies of such materials and documents for its own files or for such other purposes as may be authorized in writing by the City. 11.4 CORRECTION OF WORK. Contractor shall promptly correct any defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without additional cost to the City. The performance or acceptance of services furnished by Contractor shall not relieve the Contractor from the obligation to correct subsequently discovered defects, inaccuracy, or incompleteness. 11.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its work and results under this Agreement. Contractor, when requested, shall furnish clarification and/or explanation as may be required by the City, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design drawings, estimates and other Contractor professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction. 9 11.6 WAIVER. The City's waiver of any term, condition, breach, or default of this Contract shall not be considered to be a waiver of any other term, condition, default or breach, nor of a subsequent breach of the one waived. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. 11.7 SUCCESSORS. This Contract shall inure to the benefit of, and shall be binding upon, the parties hereto and their respective heirs, successors, and/or assigns. 11.8 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract or any rights hereunder without the prior written consent of the City and approval by the City Attorney, which may be withheld in the City's sole discretion. Any unauthorized assignment or transfer shall be null and void and shall constitute a material breach by the Contractor of its obligations under this Contract. No assignment shall release the original parties from their obligations or otherwise constitute a novation. 11.9 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal, State, County and City laws, ordinances, rules and regulations, which are, as amended from time to time, incorporated herein and applicable to the performance hereof, including but without limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies. Further, if the Contractor performs any work knowing it to be contrary to such laws, rules, and regulations Contractor shall be solely responsible for all costs arising therefrom. 11.10 ATTORNEY'S FEES. If any action at law or in equity is brought to enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable attorney's fees, costs, and necessary disbursements in addition to any other relief to which such party may be entitled. 11.11 INTERPRETATION. 10 11.11.1 Applicable Law. This Contract shall be deemed a contract and shall be governed by and construed in accordance with the laws of the State of California. Contractor agrees that the State and Federal courts which sit in the State of California shall have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to the jurisdiction thereof. 11.11.2 Entire Agreement. This Contract, including any exhibits attached hereto, constitutes the entire agreement and understanding between the parties regarding its subject matter and supersedes all prior or contemporaneous negotiations, representations, understandings, correspondence, documentation, and agreements (written or oral). 11.11.3 Written Amendment. This Contract may only be changed by written amendment signed by Contractor and the City Administrator or other authorized representative of the City, subject to any requisite authorization by the City Council. Any oral representations or modifications concerning this Contract shall be of no force or effect. 11.11.4 Severability. If any provision in this Contract is held by any court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be deemed severed from this Contract, and the remaining provisions shall nevertheless continue in full force and effect as fully as though such invalid, illegal, or unenforceable portion had never been part of this Contract. 11.11.5 Order of Precedence. In case of conflict between the terms of this Contract and the terms contained in any document attached as an Exhibit or otherwise incorporated by reference, the terms of this Contract shall strictly prevail. The terms of the City's Request for Proposals shall control over the Contractor's Proposal. 11.11.6 Duplicate Originals. There shall be two (2) fully signed copies of this Contract, each of which shall be deemed an original. 11.11.7 Construction. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if 11 drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement. 11.12 TIME OF ESSENCE. Time is strictly of the essence of this contract and each and every covenant, term, and provision hereof. 11.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents and warrants to the City that the Contractor has the right, power, legal capacity, and authority to enter into and perform its obligations under this Contract, and its execution of this Contract has been duly authorized. 11.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000 arising out of or relating to the negotiation, construction, performance, non-performance, breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance with the Commercial Rules of the American Arbitration Association at Los Angeles, California and judgment upon the award rendered by the Arbitrators may be entered in any court having jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of any claim filed or required to be filed against the City and reserves the right to conduct full discovery. 11.15 NOTICES. Any notice or demand to be given by one party to the other must be given in writing and by personal delivery or prepaid first-class, registered or certified mail, addressed as follows. Notice simply to the City of Vernon or any other City department is not adequate notice. If to the City: City of Vernon Attention: Michael Earl, Director of Human Resources 4305 Santa Fe Avenue Vernon, CA 90058 12 If to the Contractor: Alliant Insurance Services, Inc Attention: Michael Menzia, Executive Vice President 333 S Hope Street, Suite 3750 Los Angeles, CA 90071 Any such notice shall be deemed to have been given upon delivery, if personally delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date of posting, whichever is earlier. Either party may change the address at which it desires to receive notice upon giving written notice of such request to the other party. 11.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole benefit of City and Contractor and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to this Agreement. 11.17 TERMINATION FOR CONVENIENCE (Without Cause). City may terminate this Contract in whole or in part at any time, for any cause or without cause, upon fifteen (15) calendar days' written notice to Contractor. If the Contract is thus terminated by City for reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a prorated amount based on the services satisfactorily completed and accepted prior to the effective date of termination. Such payment shall be Contractor's exclusive remedy for termination without cause. 11.18 DEFAULT. In the event either party materially defaults in its obligations hereunder, the other party may declare a default and terminate this Contract by written notice to the defaulting party. The notice shall specify the basis for the default. The Contract shall terminate unless such default is cured before the effective date of termination stated in such notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of default by Contractor, the City reserves the right to procure the goods or services from other sources and to hold the Contractor responsible for any excess costs occasioned to the City thereby. Contractor shall not be held accountable for additional costs incurred due to delay or default as a result of Force Majeure. Contractor must notify the City immediately upon knowing 13 that non-performance or delay will apply to this Contract as a result of Force Majeure. At that time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is not acceptable to the City or not received within 10 days of the necessary notification of Force Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing only for goods and services completed to that point. 11.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the terminating party of further liability or responsibility under this Contract, including the payment of money, except for payment for services satisfactorily and timely performed prior to the service of the notice of termination, and except for reimbursement of (1) any payments made by the City for service not subsequently performed in a timely and satisfactory manner, and (2) costs incurred by the City in obtaining substitute performance. If this Agreement is terminated as provided herein, City may require, at no additional cost to City, that Contractor provide all finished or unfinished documents, data, and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request. 11.19.1 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 11.20 MAINTENANCE AND INSPECTION OF RECORDS. The City, or its authorized auditors or representatives, shall have access to and the right to audit and reproduce any of the Contractor's records to the extent the City deems necessary to insure it is receiving all money to which it is entitled under the Contract and/or is paying only the amounts to which Contractor is properly entitled under the Contract or for other purposes relating to the Contract. The Contractor shall maintain and preserve all such records for a period of at least three (3) years after termination of the Contract. 14 The Contractor shall maintain all such records in the City of Vernon. If not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or reimburse the City for all reasonable and extra costs incurred in conducting the audit at a location other than the City of Vernon, including, but not limited to, such additional (out of the City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead. 11.21 CONFLICT. Contractor hereby represents, warrants, and certifies that no member, officer, or employee of the Contractor is a director, officer, or employee of the City of Vernon, or a member of any of its boards, commissions, or committees, except to the extent permitted by law. 11.22 HEADINGS. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement. 11.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-five dollars ($25) for each worker employed in the execution of this Agreement by the respective Contractor or subcontractor for each calendar day during which the worker is required or permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar week in violation of the provisions of Sections 1810 through 1815 of the California Labor Code as a penalty paid to the City; provided, however, work performed by employees of contractors in excess of 8 hours per day, and 40 hours during any one week, shall be permitted upon compensation for all hours worked in excess of 8 hours per day at not less than 1'/2 times the basic rate of pay. 11.24 LIVING WAGES Contractor, and any Subcontractor(s), shall comply with the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit "D". Upon the City's request, certified payroll records shall promptly be provided to the City. - 15 11.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor certifies and represents that, during the performance of this Contract, it and any other parties with whom it may subcontract shall adhere to equal employment opportunity practices to assure that applicants, employees and recipients of service are treated equally and are not discriminated against because of their race, religion, color, national origin, ancestry, disability, sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal Employment Opportunity Practices provisions as set forth in Exhibit "E". [Signatures Begin on Next Page]. 16 IN WITNESS WHEREOF, the Parties have signed this Agreement as of the Commencement Date stated on the cover page. City of Vernon, a California charter City and California municipal corporation IN Carlos R Fandino, Jr., City Administrator ATTEST: Lisa Pope, City Clerk APPROVED AS TO FORM: Arnold M. Alva rez-Glasman, Interim City Attorney Alliant Insurance Services, Inc, a Delaware corporation M Name: Michael Menzia Title: Executive Vice President 0 Name: Patricia Moore Title: First Vice President 17 EXHIBIT A REQUEST FOR PROPOSALS f.] City of Vernon Request for Proposals (RFP) Health Benefits Brokerage and Consulting Services IF 4t�4 Of i LY City of Vernon Human Resources Department 4305 Santa Fe Avenue, Vernon, CA 90058 Phone: (323) 583-8811 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals INTRODUCTION AND PROJECT The City of Vernon is requesting proposals from qualified licensed Employee Benefits Brokerage and Consulting firms to provide health benefits consulting services in the areas of plan design, administration of contracts, and plan renewal, including but not limited to medical, dental, vision, life and accidental death & dismemberment, long-term disability, Employee Assistance Program (EAP), Section 125 flexible benefit plan (FSA), Health Savings Account (HSA), and supplemental and ancillary plans. The City will select one firm based on demonstrated competence and a cost effective approach to design, conduct, and assist in the administration of the City's health benefit program. 2. BACKGROUND The City of Vernon was founded in 1905, is approximately 5.2 square miles in size and is located approximately 5 miles southeast of downtown Los Angeles California. Over its long history, Vernon has been developed as an industrial community. At the turn of the 201" century the lands that make up Vernon were comprised largely of farmlands. The presence of three major rail lines in the area led influential business and property owners to encourage the railroad companies to run spur lines onto the farmlands. These rail extensions enabled the creation of an "exclusively industrial" city. By the 1920's, Vernon was attracting large stockyards and meatpacking facilities. In the 1930's, Vernon became the location of choice for many heavy industrial plants. As economic conditions changed over the decades, these large scale industrial operations have relocated out of Southern California and Vernon has attracted smaller, lighter industrial facilities. The City's business friendly environment, low cost utilities and key location for trucking and rail transport continue to position Vernon as an ideal location for industrial uses. City Government: The City Council consists of five members, elected at -large, who serve five-year staggered terms. The City Council annually appoints a Mayor and a Mayor Pro Tern from its own membership to serve one-year terms. Labor Force: Vernon has approximately 280 employees, and its departments include a Fire Department, Police Department, Finance Department, Public Works Department, Public Utilities Department and Health and Environmental Control Department. Present bargaining units recognized include the Vernon Police Officers Benefit Association, Vernon Police Management Association, Vernon Firemen's Association, the Vernon Fire Management Association, International Brotherhood of Electrical Workers Local 47, and Teamsters Local 911. 3. ISSUES OR PROBLEMS TO BE ADDRESSED The City of Vernon is seeking a Health Benefits Brokerage and Consulting Services firm to participate in the analysis of the City's health programs and advise on employee and retiree benefit plans. Page 2 of 11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals 4. SCOPE OF SERVICES REQUIRED The City of Vernon is seeking the services of a highly qualified licensed insurance Brokerage and Consulting firm that is well versed in the employee benefits market, experienced in advising in comparable public agencies and works well with various levels of staff and management. The City is particularly interested in a firm that can offer creative, innovative approaches, with a proven track record, that allows the City to maintain quality benefit programs and contain or reduce costs. The selected firm will perform a full range of benefit program services related to acquisition, implementation, maintenance, communication and improvement of the City's employee and retiree health insurance benefits. The selected firm shall provide services, including, but not limited to, the following: 1. Assist in the development of long-range goals and strategies, including making recommendations and projections of potential savings; 2. Procure group insurance coverage for medical, dental, vision, life and accidental death & dismemberment, long-term disability, Employee Assistance Program (EAP), Section 125 flexible benefit plan (FSA), Health Savings Account (HSA), and supplemental and ancillary plans; 3. Solicit competitive bids from benefit plan vendor markets that specialize in group benefit plans and evaluate bids and bidders, including claims procedures, experience and history, service, financial policies, and stability and identify the most beneficial and cost-effective package that meets the City's needs; 4. Representation in all negotiations with insurance providers on issues related to premiums, services, benefit level, plan design, special terms and conditions. 5. Analyze existing coverage and identify or develop cost -saving alternative benefit strategies and plans; 6. Provide quarterly claims experience reports; 7. Provide information and recommendations on a variety of subjects including but not limited to, employee benefit issues, trends, proposed and new State and/or Federal legislation (i.e. COBRA, HIPPA, ACA, Medicare, and IRS Rules and regulations); 8. Be available to provide assistance to staff, employees, and retirees with issues involving billing, claims, eligibility problems, disputes, interpretation of related contracts and services, changes and general troubleshooting; 9. Advise on a continuing basis and in a timely manner of any and all significant matters and developments regarding the progress of carrier service issues; 10. Attend periodic meetings with City staff, employees and/or retirees to facilitate and assist in the management of the City's employee benefit plans; Page 3 of 11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals 11. Be available to attend the City's annual Health and Wellness Fair and open enrollment employee informational meetings, coordinate and participate open enrollment meetings as reasonably requested, and assist with the development of open enrollment materials; 12. Provide legal opinions pertaining to the City's employee/retiree benefit plans and programs including analysis and application of all relevant laws, statues, and regulations; 13. Review and analyze all benefit plan provider agreements for compliance with all applicable federal and state laws, statues, and regulations; 14. Participate in the development, negotiation and implementation with health benefit providers and administrators on matters such as, but not limited to, premium rates, service, benefit levels plan design, special terms and conditions, etc. and negotiate changes and additions in contracts; 15. Provide assistance, technically and creatively, in the on -going development and preparation of various employee communication materials; 16. Assist the Human Resources Department in the preparation and/or review and updating of benefit plan documents and benefit summary plan descriptions for all plans; 17. Assist in developing and evaluating employee needs and satisfaction surveys; 18. Submit annual reports detailing compensation and/or commissions received from contracted carries of the City; 19. Coordinate the flow of information between staff and contracted carriers; 20. Manage plan transitions as necessary; 21. Be available to assist staff with obtaining health benefits program materials; 22. Be available to provide various types of reports as needed; 23. Be available to provide information on new products as requested; 24. Provide an annual review and summary of employee/retiree benefits including analysis of the quality provided, cost effectiveness, competitiveness and recommendations. 5. QUALIFICATIONS & CRITERIA A. Qualifications: The City of Vernon will select one firm for all of the outlined Scope of Service on the basis of qualifications, experience, and cost. The following are the minimum qualifications to be used to evaluate responses to this Request for Page 4of11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals Proposals: 1. The proposer must be a licensed insurance brokerage and consulting firm and have advanced knowledge of the laws and practices relating to employee benefits consulting within a municipal government setting. These include some articulated knowledge of the laws governing each of the service areas for which the proposer wishes to be considered. 2. The proposer has a demonstrated track record of success in handling all aspects of employee benefits consulting in the service area being proposed and at least five (5) years providing these services to public entities in a unionized environment in the State of California. 3. The proposer shall provide three references, preferably from governmental entities, for relevant work performed in the past five years. When possible, include references from cities of a similar size and character to Vernon. If the proposer does not have three governmental entity references, references from private entities may be provided. 4. The proposer can demonstrate understanding of the assignment and knowledge of the skills necessary to service in the role of Benefits Consultant/Broker. B. Selection Criteria: The City will conduct a comprehensive, fair, and impartial evaluation of proposals received in response to this RFP. All proposals received will be reviewed and evaluated by a committee of qualified personnel. The name, information, or experience of the individual members will not be made available to any proposer. The Evaluation Committee will first review and screen all proposals submitted, except for the cost proposals, according to the minimum qualifications set forth above. The following criteria will be used in reviewing and comparing the proposals and in determining the highest scoring bid: 1. 40% Qualifications, background and prior experience of the firm in the Service Area(s) being proposed, experience of key staff assigned to oversee services provided to Vernon, evaluation of size and scope of similar work performed and success on that work. 2. 30% Cost and fees to the City for handling matters. Cost is not the sole determining factor but will be taken into consideration. Proposer must offer services at a rate comparable to the rate proposer offers to other governmental entities for similar work. Offering a higher rate to the City than the comparable rate is grounds for disqualification of the Proposer. If rates differ for different types or levels of service, or for different Service Areas, the Proposer should so state. 3. 10% Responsiveness to the RFP, and quality and responsiveness of the proposal. 4. 20% References including past performance of proposer. 6. FORMAT AND DELIVERY OF RESPONSE Page 5 of 11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals Respondents are asked to submit one (1) unbound original, ten (10) hard copies and one (1) electronic copy (via email to krueda@ci.vernon.ca.us) of their proposals in sufficient detail to allow for a thorough evaluation and comparative analysis. The proposal should include, at a minimum, the following information in sectionalized format addressing all phases of the work in the RFP. A. Format: Limit your proposal to 20 typed 8.5" X 11" pages, or fewer, on white bond paper of at least 20-pound weight single sided (excluding cover letter and attachments. You may attach a firm brochure if you wish, but it must be as a separate attachment and independent from the required elements noted above. 1. Use a conventional typeface with a minimum font size of 12 points. Use a 1" margin on all boarders. 2. Organize your submittal in the order described above. 3. Prominently label the package: "Health Benefits Brokerage and Consulting Services" and include the name of the primary contact for the respondent. Deliver the response to: City of Vernon Attention: Michael A. Earl, Director of Human Resources 4305 Santa Fe Avenue Vernon, CA 90058 4. Responses are due on or before 5:00 p.m. on November 30, 2017. Late response will not be accepted. 5. If you have any questions about this RFP, please contact Karina Rueda, Human Resources Analyst, at (323) 583-8811, ext. 325. Please note that any questions asked and any response provided by Vernon will be sent to every person who will be submitting a proposal, to the extent the City is aware of them. B. Cover Letter: All proposals shall include a cover letter which states that the proposal shall remain valid for a period of not less than ninety (90) days from the date of submittal. If the proposal contemplates the use of sub -contractors, the sub- contractors shall be identified in the cover letter. If the proposal is submitted by a business entity, the cover letter shall be signed by an officer authorized to contractually bind the business entity. With respect to the business entity, the cover letter shall also include: the identification of the business entity, including the name, address and telephone number of the business entity; and the name, title, address and telephone number of a contact person during the proposal evaluation period. C. Introduction: Present an introduction of the proposal and your understanding of the assignment and significant steps, methods and procedures to be employed by the proposer to ensure quality deliverables that can be delivered within the required time frames and your identified budget. Page 6of11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals D. General Scope of Work: Briefly summarize the scope of work as the proposer perceives or envisions it for each Service Area proposed. E. Work Plan: Present concepts for conducting the work plan and interrelationship of all projects. Define the scope of each task including the depth and scope of analysis or research proposed. F. Fees and costs: Although an important aspect of consideration, the financial cost estimate will not be the sole justification for consideration. Negotiations may or may not be conducted with the proposer; therefore, the proposal submitted should contain the proposer's most favorable terms and conditions, since selection and award may be made without discussion with any firm. Proposer shall submit costs in one or both of the following forms: 1. Straight commission basis - Please provide estimated commissions for Medical, Dental, Vision, Life and AD&D, LTD, EAP and FSA insurance carriers. 2. Separate annual consulting fee basis Indicate how commission arrangements will be handled. The City prefers commission arrangements be handled directly with contracted insurance carriers. If proposer expects to be compensated by some other method or beyond the commission structure, please outline your fees. All prices should reflect "not to exceed" amounts per item. Proposer must offer services at a rate comparable to the rate proposer offers to other governmental entities for similar work. Offering a higher rate to the City than the comparable rate is grounds for disqualification of the Proposer. G. Ability of the Proposer to Perform: Provide a detailed description of the proposer and his/her/its qualifications, including names, titles, detailed professional resumes and past experience in similar work efforts/products of key personnel who will be working on the assignment. Provide a list of specific related work projects that have been completed by the proposer which are directly related to the assignment described in this RFP. Note the specific individuals who completed such project(s). Identify role and responsibility of each member of the project team. Include the amount of time key personnel will be involved in the respective portions of the assignment. Respondents are encouraged to supply relevant examples of their professional product. Provide a list of references. The selected firm shall not subcontract any work under the RFP nor assign any work without the prior written consent of the City. H. Affidavit of Non -Collusion. Proposer must submit a completed and signed, "Affidavit of Non -Collusion." (Copy attached as Exhibit A). 7. ADDENDA, CHANGES, AND AMENDMENTS TO THIS SOLICITATION Page 7of11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals At any time prior to the due date for responses, the City may make changes, amendments, and addenda to this solicitation, including changing the date due to allow respondents time to address such changes. Addenda, changes, and amendments, if made, will be posted on the City's website (www.cityofvernon.org), which is deemed adequate notice. A proposer may make a request to the City's project coordinator to be placed on a list of persons to receive notice of any such addenda, changes, or amendments. The preferred manner of communications is via e-mail due to its timeliness. 8. CONDITIONS FOR RESPONSES TO RFP The following conditions apply to this RFP process: A. Nothing contained in this RFP shall create any contractual relationship between the respondent and the City. B. This RFP does not obligate the City to establish a list of service providers qualified as prime contractors, or award a contract to any respondent. The City reserves the right to amend or cancel this RFP without prior notice, at any time, at its sole discretion. C. The City shall not be liable for any expenses incurred by any individual or organization in connection with this RFP. D. No conversations or agreements with any officer, agent, or employee of the City shall affect or modify any terms of this RFP. Oral communications or any written/e-mail materials provided by any person other than designated contact staff of City shall not be considered binding. E. The City reserves the right, in its sole discretion, to accept or reject any or all Proposals without prior notice and to waive any minor irregularities or defects in a Proposal. The City reserves the right to seek clarification on a Proposal with any source. F. The dates, times, and sequence of events related to this RFP shall ultimately be determined by the City. The schedule shown above is subject to change, at the sole discretion of the City, although the City will attempt to follow it and, if it must be altered, will attempt to provide reasonable notice of the changes. G. Respondents shall not issue any news release pertaining to this RFP, or the City without prior written approval of the City. H. All submitted proposals and information included therein or attached thereto shall become public record upon delivery to the City. Page 8of11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals 9. RIGHT BY THE CITY TO WITHDRAW THIS REQUEST The City may, at its sole discretion and for any reason whatsoever, withdraw this solicitation at any time. 10. LIVING WAGE ORDINANCE The selected consultant shall pay qualifying employees a wage of not less than $10.30 per hour with health benefits, or $11.55 per hour without health benefits. The consultant shall also provide qualifying employees at least twelve days off per year for sick leave, vacation or personnel necessity, and an additional ten days a year of uncompensated time for sick leave. There shall be a prohibition on an employer retaliation against an employee's complaining to the City with regard to the employer's compliance with the living wage ordinance. Contractor, and any Subcontractor(s), shall comply with the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit "D" of the standard form contract, attached hereto as Exhibit B. Upon the City's request, certified payroll records shall promptly be provided to the City. 11. STANDARD TERMS AND CONDITIONS Prior to the award of any work hereunder, City and proposer shall enter into the written contract for services attached hereto as Exhibit B. Proposers responding to this RFP are strongly advised to review all the terms and conditions of the Contract. The term of the Contract shall not exceed three (3) years. Page 9of11 June 2017 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals EXHIBIT A AFFIDAVIT OF NON -COLLUSION Page 10 of 11 June 2017 AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR STATE OF CALIFORNIA ) ) ss COUNTY OF LOS ANGELES ) , being first duly sworn deposes and says that he/she is (Insert "Sole Owner", "Partner", 'President, "Secretary", or other proper title) of (Insert name of bidder) who submits herewith to the City of Vernon a bid/proposal; That all statements of fact in such bid/proposal are true; That such bid/proposal was not made in the interest of or on behalf of any undisclosed person, partnership, company, association, organization or corporation; That such bid/proposal is genuine and not collusive or sham; That said bidder has not, directly or indirectly by agreement, communication or conference with anyone attempted to induce action prejudicial to the interest of the City of Vernon, or of any other bidder or anyone else interested in the proposed contract; and further That prior to the public opening and reading of bids/proposals, said bidder: a. Did not directly or indirectly, induce or solicit anyone else to submit a false or sham bid/proposal; b. Did not directly or indirectly, collude, conspire, connive or agree with anyone else that said bidder or anyone else would submit a false or sham bid/proposal, or that anyone should refrain from bidding or withdraw his/her bid/proposal; C. Did not, in any manner, directly or indirectly seek by agreement, communication or conference with anyone to raise or fix the bid/proposal price of said bidder or of anyone else, or to raise or fix any overhead, profit or cost element of his/her bid/proposal price, or of that of anyone else; d. Did not, directly or indirectly, submit his/her bid/proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, or to any individual or group of individuals, except the City of Vernon, or to any person or persons who have a partnership or other financial interest with said bidder in his/her business. I certify under penalty of perjury that the above information is correct Title: Date: March 2013 City of Vernon Health Benefits Brokerage and Consulting Services Request for Proposals EXHIBIT B STANDARD FORM CONTRACT Page 11 of 11 June 2017 SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S NAME] FOR HEALTH BENEFITS BROKERAGE AND CONSULTING SERVICES Contractor: Responsible Principal of Contractor: Notice Information - Contractor: Notice Information - City: Commencement Date: Termination Date: Consideration: Records Retention Period COVER PAGE [insert name of contractor] [insert name, title] [insert name of contractor] [insert street address] [insert city, state, zip code] Attention: [insert name, title] Phone: [insert phone number] Facsimile: [insert fax number] City of Vernon 4305 Santa Fe Avenue Vernon, CA 90058 Attention: [insert department head] [insert department head title] Telephone: (323) 583-8811 ext. [insert] Facsimile: [insert fax number] [insert commencement date] [insert termination date] Total not to exceed $[insert amount] (includes all applicable sales tax); and more particularly described in Exhibit C Three (3) years, pursuant to Section 10.20 June 2017 SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S NAME] FOR HEALTH BENEFITS BROKERAGE AND CONSULTING SERVICES This Contract is made between the City of Vernon ("City"), a California charter City and California municipal corporation ("City"), and [Contractor's Name], a [State incorporated in] corporation ("Contractor") The City and Contractor agree as follows: 1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to perform the services as hereinafter set forth as authorized by the City Council on 2.0 SCOPE OF SERVICES. 2.1 Contractor shall perform all work necessary to complete the services set forth in the Request for Proposals dated , Exhibit "A", and Contractor's proposal to the City ("Proposal") dated , Exhibit "B", both of which are attached to and incorporated into this Contract, by reference. 2.2 All services shall be performed to the satisfaction of City. 2.3 All services shall be performed in a competent, professional, and satisfactory manner in accordance with the prevailing industry standards for such services. 3.0 PERSONNEL. 3.1 Contractor represents that it employs, or will employ, at its own expense, all personnel required to perform the services under this Contract. 3.2 Contractor shall not subcontract any services to be performed by it under this Contract without prior written approval of City. 3.3 All of the services required hereunder will be performed by Contractor or by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be fully qualified and authorized or permitted under State and local law to perform such services and shall be subject to approval by the City. 2 June 2017 4.0 TERM. The term of this Contract shall commence on [start date] and it shall continue until [state date which may not be more than three years from the commencement date], unless terminated at an earlier date pursuant to the provisions thereof. 5.0 COMPENSATION AND FEES. 5.1 Contractor has established rates for the City of Vernon which are comparable to and do not exceed the best rates offered to other governmental entities in and around Los Angeles County for the same services. For satisfactory and timely performance of the services, the City will pay Contractor in accordance with the payment schedule set forth in Exhibit "C" attached hereto and incorporated herein by reference. 5.2 Contractor's grand total compensation for the entire term of this Contract, including change orders, shall not exceed [state amount] without the prior authorization of the City Council and written amendment of this Contract. 5.3 Contractor shall, at its sole cost and expense, furnish all necessary and incidental labor, material, supplies, facilities, equipment, and transportation which may be required for furnishing services pursuant to this Contract. Materials shall be of the highest quality. The above Contract fee shall include all staff time and all clerical, administrative, overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related costs and expenses. 5.4 City shall reimburse Contractor only for those costs or expenses specifically approved in this Agreement, or specifically approved in writing in advance by City. Unless otherwise approved, such costs shall be limited and include nothing more than the following costs incurred by Contractor: 5.4.1 The actual costs of subcontractors for performance of any of the services that Contractor agrees to render pursuant to this Agreement, which have been approved in advance by City and awarded in accordance with this Agreement. 5.4.2 Approved reproduction charges. 3 June 2017 5.4.3 Actual costs and/or other costs and/or payments specifically authorized in advance in writing and incurred by Contractor in the performance of this Agreement. 5.5 Contractor shall not receive any compensation for extra work performed without the prior written authorization of City. As used herein, "extra work" means any work that is determined by City to be necessary for the proper completion of the Project, but which is not included within the Scope of Services and which the parties did not reasonably anticipate would be necessary at the time of execution of this Agreement. Compensation for any authorized extra work shall be paid in accordance with the payment schedule as set forth in Exhibit "C," if the extra work has been approved by the City. 5.6 Licenses, Permits, Fees, and Assessments. Contractor shall obtain, at Contractor's sole cost and expense, such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. Contractor shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and which arise from or are necessary for the performance of the Services by this Agreement. 6.0 PAYMENT. 6.1 As scheduled services are completed, Contractor shall submit to the City an invoice for the services completed, authorized expenses, and authorized extra work actually performed or incurred according to said schedule. 6.2 Each such invoice shall state the basis for the amount invoiced, including a detailed description of the services completed, the number of hours spent, reimbursable expenses incurred and any extra work performed. 6.3 Contractor shall also submit a progress report with each invoice that describes in reasonable detail the services and the extra work, if any, performed in the immediately preceding calendar month. 4 June 2017 6.4 Contractor understands and agrees that invoices which lack sufficient detail to measure performance will be returned and not processed for payment. 6.5 City will pay Contractor the amount invoiced within thirty (30) days after the City approves the invoice. 6.6 Payment of such invoices shall be payment in full for all services, authorized costs, and authorized extra work covered by that invoice. 7.0 CHANGE ORDERS. There is no change order authority provided in this Contract. 8.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be reasonably necessary for Contractor to perform its services; and will give any required decisions as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's services. 9.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants, and other staff at all reasonable times. 9.1 INDEMNITY. Contractor agrees to indemnify City, its officers, elected officials, employees and agents against, and will hold and save each of them harmless from, any and all actions, suits, claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities (herein "claims or liabilities"), including but not limited to professional negligence, that may be asserted or claimed by any person, firm or entity arising out of or in connection with the work, operations or activities of Contractor, its agents, employees, subcontractors, or invitees, provided for herein, or arising from the acts or omissions of Contractor hereunder, or arising from Contractor's performance of or failure to perform any term, provision, covenant or condition of this Agreement, except to the extent such claims or liabilities arise from the gross negligence or willful misconduct of City, its officers, elected officials, agents or employees. 9.2 INSURANCE. Contractor shall, at its own expense, procure and maintain policies 5 June 2017 of insurance of the types and in the amounts set forth below, for the duration of the Contract, including any extensions thereto. The policies shall state that they afford primary coverage. 9.2.1 Automobile Liability with minimum limits of at least $1,000,000, including owned, hired, and non -owned liability coverage if written on a Commercial automobile liability form. 9.2.2 General Liability with minimum limits of at least $1,000,000 per occurrence with a combined aggregate of $2,000,000 written on an Insurance Services Office (ISO) Comprehensive General Liability "occurrence" form or its equivalent for coverage on an occurrence basis. Premises/Operations and Personal Injury coverage is required. The City of Vernon, its directors, commissioners, officers, employees, agents and volunteers must be endorsed on the policy as additional insureds as respects liability arising out of the Contractor's performance of this Contract. 9.2.3 If Contractor employs other contractors as part of the services rendered, Contractor's Protective Coverage is required. Contractor may include all subcontractors as insureds under its own policy or shall furnish separate insurance for each subcontractor, meeting the requirements set forth herein. 9.2.4 Professional Errors and Omissions coverage of at least $2,000,000. 9.2.5 Contractor shall comply with the applicable sections of the California Labor Code concerning workers' compensation for injuries on the job. Compliance is accomplished in one of the following manners: (i) Provide copy of permissive self-insurance certificate approved by the State of California; or (ii) Secure and maintain in force a policy of workers' compensation insurance with statutory limits and Employer's Liability Insurance with a minimal limit of $1,000,000 per accident. The policy shall be endorsed to waive all rights of subrogation against City, its directors, commissioners, officers, employees, and volunteers for losses arising from performance of this 6 June 2017 Contract; or (iii) Provide a "waiver" form certifying that no employees subject to the Labor Code's Workers' Compensation provision will be used in performance of this Contract. 9.2.6 Each insurance policy included in this clause shall be endorsed to state that coverage shall not be cancelled except after thirty (30) days' prior written notice to City. Vill. 9.2.7 Insurance shall be placed with insurers with a Best's rating of at least A- 9.2.8 Prior to commencement of performance, Contractor shall furnish City with a certificate of insurance for each policy. Each certificate is to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificate(s) must be in a form approved by City. City may require complete, certified copies of any or all policies at any time. 9.2.9 Failure to maintain required insurance at all times shall constitute a default and material breach. In such event, Contractor shall immediately notify City and cease all performance under this Contract until further directed by the City. In the absence of satisfactory insurance coverage, City may, at its option: (a) procure insurance with collection rights for premiums, attorney's fees and costs against Contractor by way of set-off or recoupment from sums due Contractor, at City's option; (b) immediately terminate this Contract; or (c) self -insure the risk, with all damages and costs incurred, by judgment, settlement or otherwise, including attorney's fees and costs, being collectible from Contractor, by way of set-off or recoupment from any sums due Contractor. 10.0 GENERAL TERMS AND CONDITIONS. 10.1 INDEPENDENT CONTRACTOR. 10.1.1 It is understood that in the performance of the services herein provided for, Contractor shall be, and is, an independent contractor, and is not an agent, officer or employee of City and shall furnish such services in its own manner and method except as required by this Contract, or any applicable statute, rule, or regulation. Further, Contractor has June 2017 and shall retain the right to exercise full control over the employment, direction, compensation and discharge of all persons employed by Contractor in the performance of the services hereunder. City assumes no liability for Contractor's actions and performance, nor assumes responsibility for taxes, bonds, payments, or other commitments, implied or explicit, by or for Contractor. Contractor shall be solely responsible for, and shall indemnify, defend and save City harmless from all matters relating to the payment of its employees, subcontractors and independent contractors, including compliance with social security, withholding and all other wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever. 10.1.2 Contractor acknowledges that Contractor and any subcontractors, agents or employees employed by Contractor shall not, under any circumstances, be considered employees of the City, and that they shall not be entitled to any of the benefits or rights afforded employees of City, including, but not limited to, sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term disability or workers' compensation insurance benefits. 10.2 CONTRACTOR NOT AGENT. Except as the City may authorize in writing, Contractor and its subcontractors shall have no authority, express or implied, to act on behalf of or bind the City in any capacity whatsoever as agents or otherwise. 10.3 OWNERSHIP OF WORK. All documents and materials furnished by the City to Contractor shall remain the property of the City and shall be returned to the City upon termination of this Agreement. All reports, drawings, plans, specifications, computer tapes, floppy disks and printouts, studies, memoranda, computation sheets, and other documents prepared by Contractor in furtherance of the work shall be the sole property of City and shall be delivered to City whenever requested at no additional cost to the City. Contractor shall keep such documents and materials on file and available for audit by the City for at least three (3) years after completion or earlier termination of this Contract. Contractor may make duplicate copies of such materials and documents for its own files or for such other purposes as may be authorized in writing by the City. $ June 2017 10.4 CORRECTION OF WORK. Contractor shall promptly correct any defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without additional cost to the City. The performance or acceptance of services furnished by Contractor shall not relieve the Contractor from the obligation to correct subsequently discovered defects, inaccuracy, or incompleteness. 10.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its work and results under this Agreement. Contractor, when requested, shall furnish clarification and/or explanation as may be required by the City, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design drawings, estimates and other Contractor professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction. 10.6 WAIVER. The City's waiver of any term, condition, breach, or default of this Contract shall not be considered to be a waiver of any other term, condition, default or breach, nor of a subsequent breach of the one waived. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. 10.7 SUCCESSORS. This Contract shall inure to the benefit of, and shall be binding upon, the parties hereto and their respective heirs, successors, and/or assigns. 10.8 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract or any rights hereunder without the prior written consent of the City and approval by the City Attorney, which may be withheld in the City's sole discretion. Any unauthorized assignment or transfer shall be null and void and shall constitute a material breach by the Contractor of its 9 June 2017 obligations under this Contract. No assignment shall release the original parties from their obligations or otherwise constitute a novation. 10.9 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal, State, County and City laws, ordinances, rules and regulations, which are, as amended from time to time, incorporated herein and applicable to the performance hereof, including but without limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies. Further, if the Contractor performs any work knowing it to be contrary to such laws, rules, and regulations Contractor shall be solely responsible for all costs arising therefrom. 10.10 ATTORNEY'S FEES. If any action at law or in equity is brought to enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable attorney's fees, costs, and necessary disbursements in addition to any other relief to which such party may be entitled. 10.11 INTERPRETATION. 10.11.1 Applicable Law. This Contract shall be deemed a contract and shall be governed by and construed in accordance with the laws of the State of California. Contractor agrees that the State and Federal courts which sit in the State of California shall have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to the jurisdiction thereof. 10.11.2 Entire Agreement. This Contract, including any exhibits attached hereto, constitutes the entire agreement and understanding between the parties regarding its subject matter and supersedes all prior or contemporaneous negotiations, representations, understandings, correspondence, documentation, and agreements (written or oral). 10.11.3 Written Amendment. This Contract may only be changed by written amendment signed by Contractor and the City Administrator or other authorized representative of the City, subject to any requisite authorization by the City Council. Any oral 10 June 2017 representations or modifications concerning this Contract shall be of no force or effect. 10.11.4 Severability. If any provision in this Contract is held by any court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be deemed severed from this Contract, and the remaining provisions shall nevertheless continue in full force and effect as fully as though such invalid, illegal, or unenforceable portion had never been part of this Contract. 10.11.5 Order of Precedence. In case of conflict between the terms of this Contract and the terms contained in any document attached as an Exhibit or otherwise incorporated by reference, the terms of this Contract shall strictly prevail. The terms of the City's Request for Proposals shall control over the Contractor's Proposal. 10.11.8 Duplicate Originals. There shall be two (2) fully signed copies of this Contract, each of which shall be deemed an original. 10.11.9 Construction. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement. 10.12 TIME OF ESSENCE. Time is strictly of the essence of this contract and each and every covenant, term, and provision hereof. 10.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents and warrants to the City that the Contractor has the right, power, legal capacity, and authority to enter into and perform its obligations under this Contract, and its execution of this Contract has been duly authorized. 10.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000 arising out of or relating to the negotiation, construction, performance, non-performance, breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance with the Commercial Rules of the American Arbitration Association at Los Angeles, California 11 June 2017 and judgment upon the award rendered by the Arbitrators may be entered in any court having jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of any claim filed or required to be filed against the City and reserves the right to conduct full discovery. 10.15 NOTICES. Any notice or demand to be given by one party to the other must be given in writing and by personal delivery or prepaid first-class, registered or certified mail, addressed as follows. Notice simply to the City of Vernon or any other City department is not adequate notice. If to the City: City of Vernon Michael A. Earl, Director of Human Resources 4305 Santa Fe Avenue Vernon, CA 90058 If to the Contractor: Any such notice shall be deemed to have been given upon delivery, if personally delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date of posting, whichever is earlier. Either party may change the address at which it desires to receive notice upon giving written notice of such request to the other party. 10.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole benefit of City and Contractor and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to this Agreement. 10.17 TERMINATION FOR CONVENIENCE (Without Cause). City may terminate this Contract in whole or in part at any time, for any cause or without cause, upon fifteen (15) calendar days' written notice to Contractor. If the Contract is thus terminated by City for reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a 12 June 2017 prorated amount based on the services satisfactorily completed and accepted prior to the effective date of termination. Such payment shall be Contractor's exclusive remedy for termination without cause. 10.18 DEFAULT. In the event either party materially defaults in its obligations hereunder, the other party may declare a default and terminate this Contract by written notice to the defaulting party. The notice shall specify the basis for the default. The Contract shall terminate unless such default is cured before the effective date of termination stated in such notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of default by Contractor, the City reserves the right to procure the goods or services from other sources and to hold the Contractor responsible for any excess costs occasioned to the City thereby. Contractor shall not be held accountable for additional costs incurred due to delay or default as a result of Force Majeure. Contractor must notify the City immediately upon knowing that non-performance or delay will apply to this Contract as a result of Force Majeure. At that time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is not acceptable to the City or not received within 10 days of the necessary notification of Force Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing only for goods and services completed to that point. 10.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the terminating party of further liability or responsibility under this Contract, including the payment of money, except for payment for services satisfactorily and timely performed prior to the service of the notice of termination, and except for reimbursement of (1) any payments made by the City for service not subsequently performed in a timely and satisfactory manner, and (2) costs incurred by the City in obtaining substitute performance. If this Agreement is terminated as provided herein, City may require, at no additional cost to City, that Contractor provide all finished or unfinished documents, data, and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor 13 June 2017 shall be required to provide such document and other information within fifteen (15) days of the request. 10.19.1 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 10.20 MAINTENANCE AND INSPECTION OF RECORDS. The City, or its authorized auditors or representatives, shall have access to and the right to audit and reproduce any of the Contractor's records to the extent the City deems necessary to insure it is receiving all money to which it is entitled under the Contract and/or is paying only the amounts to which Contractor is properly entitled under the Contract or for other purposes relating to the Contract. The Contractor shall maintain and preserve all such records for a period of at least three (3) years after termination of the Contract. The Contractor shall maintain all such records in the City of Vernon. If not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or reimburse the City for all reasonable and extra costs incurred in conducting the audit at a location other than the City of Vernon, including, but not limited to, such additional (out of the City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead. 10.21 CONFLICT. Contractor hereby represents, warrants, and certifies that no member, officer, or employee of the Contractor is a director, officer, or employee of the City of Vernon, or a member of any of its boards, commissions, or committees, except to the extent permitted by law. 10.22 HEADINGS. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement. 14 June 2017 10.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-five dollars ($25) for each worker employed in the execution of this Agreement by the respective Contractor or subcontractor for each calendar day during which the worker is required or permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar week in violation of the provisions of Sections 1810 through 1815 of the California Labor Code as a penalty paid to the City; provided, however, work performed by employees of contractors in excess of 8 hours per day, and 40 hours during any one week, shall be permitted upon compensation for all hours worked in excess of 8 hours per day at not less than 1'/2 times the basic rate of pay. 10.24 LIVING WAGES. Contractor, and any Subcontractor(s), shall comply with the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit "D". Upon the City's request, certified payroll records shall promptly be provided to the City. 10.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor certifies and represents that, during the performance of this Contract, it and any other parties with whom it may subcontract shall adhere to equal employment opportunity practices to assure that applicants, employees and recipients of service are treated equally and are not discriminated against because of their race, religion, color, national origin, ancestry, disability, sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal Employment Opportunity Practices provisions as set forth in Exhibit "E". [Signatures Begin on Next Page]. 15 June 2017 IN WITNESS WHEREOF, the Parties have signed this Agreement as of the Commencement Date stated on the cover page. City of Vernon, a California charter City and California municipal corporation A [Insert Name and Title] ATTEST: Maria E. Ayala, City Clerk APPROVED AS TO FORM: Hema Patel, City Attorney [CONTRACTOR'S NAME, a [State incorporated in] corporation By: Name: Title: By: Name: Title: 16 June 2017 EXHIBIT A REQUEST FOR PROPOSALS 17 June 2017 EXHIBIT B PROPOSAL 18 June 2017 EXHIBIT C SCHEDULE 19 June 2017 EXHIBIT D LIVING WAGE PROVISIONS Minimum Livinq Wages: A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour with health benefits, or $11.55 per hour without health benefits. Paid and Unpaid Days Off: Employers provide qualifying employees at least twelve compensated days off per year for sick leave, vacation, or personal necessity, and an additional ten days a year of uncompensated time for sick leave. No Retaliation: A prohibition on employer retaliation against employees complaining to the City with regard to the employer's compliance with the living wage ordinance. Employees may bring an action in Superior Court against an employer for back pay, treble damages for willful violations, and attorney's fees, or to compel City officials to terminate the service contract of violating employers. 20 June 2017 EXHIBIT E EQUAL EMPLOYMENT OPPORTUNITY PRACTICES PROVISIONS A. Contractor certifies and represents that, during the performance of this Agreement, the contractor and each subcontractor shall adhere to equal opportunity employment practices to assure that applicants and employees are treated equally and are not discriminated against because of their race, religious creed, color, national origin, ancestry, handicap, sex, or age. Contractor further certifies that it will not maintain any segregated facilities. B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity Employer" or that all qualified applicants will receive consideration for employment without regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age. C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the performance of this Agreement, discriminated against applicants or employees because of their membership in a protected class. D. Contractor agrees to provide the City with access to, and, if requested to do so by City, through its awarding authority, provide copies of all of its records pertaining or relating to its employment practices, except to the extent such records or portions of such records are confidential or privileged under state or federal law. E. Nothing contained in this Agreement shall be construed in any manner as to require or permit any act which is prohibited by law. 21 June 2017 EXHIBIT B PROPOSAL 19 AA4//iant EMPLOYEE BENEFITS Alliant Employee Benefits Health Benefits Brokerage and Consulting Services City of Vernon COPY November 29, 2017 Cover Letter 11/29/2017 City of Vernon Attn: Michael A. Earl, Director of Human Resources 4305 Santa Fe Avenue Vernon, CA 90058 Dear Michael: Thankyou for providing Alliant the opportunity to respond to the Request for Proposal. We are excited about the prospect of continuing to work with the City in the capacity of Employee Benefit Broker/Consultant and believe that our depth of resources will provide your staff with a level of support that goes well beyond the traditional Benefit Consultant's role. Proven Track Record Alliant Insurance Services, Inc. (Alliant) ranks among the largest commercial insurance brokerage and consulting firms in the United States and has a long history dating back to 1925. We provide a full spectrum of employee benefit consulting, insurance brokerage services and risk management services to over 27,000 employers nationwide. Since our founding, our consulting practice has experienced unparalleled growth without compromising our identity. We take a proactive, strategic approach in working with our clients. This allows us to identify trends, both industry -wide and within your individual programs, and provide you with the tools to successfully navigate through the ever changing healthcare environment. We ensure you we are educated and well equipped to anticipate change rather than react or be left with little choice. Public Sector Expertise At Alliant, we have a proven track record of working with more public agencies than any other consultant in California. We workwith a numberof Joint Powers Authorities (JPA's) throughout the country to develop exclusive pooled purchasing benefit programs that are designed specifically for public agencies and their unique characteristics. These programs, e.g. SISC, leverage volume to provide cost savings and greater long term stability through risk sharing. Our strategy is to provide an independent consulting approach and present both available program solutions as well as options that are available in the market. A few examples of a public sector programs include: life insurance, disability, medical, dental, vision, EAP, and stop loss programs. Dedicated Service Team If selected, the City will continue to be assigned to one of our most experienced dedicated service teams comprised of professionals with a diverse background and proven performance track record. The attached proposal clearly outlines your Alliant team of resources, as well as the area of expertise of each team member. Each member has extensive experience working with various benefit plan options. At Alliant, we strive to provide a level of consulting and service support that exceeds your expectations, which we believe has been proven during our partnership with the City over the past 5 years. In the end, our goal is to maintain our existing relationship with you and your staff and continue a successful, long-term partnership. We attest that all of the information submitted with the proposal is true and correct. We appreciate the opportunity to respond to this RFP and are confident we will exceed your expectations and requirements. If you have any questions, please feel free to contact us at the address below. The proposal shall remain valid for a period of not less than ninety (90) days from the date of submittal. Sincerely, Pat Moore, First Vice President Alliant Employee Benefits 333 S. Hope Street, Suite 3750 Los Angeles, CA 90071 (818) 606-9315 pamoore@alliant.com © 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 Table of Contents Confidentiality and Disclosure Notices......................................................................................... 2 SectionI - Introduction................................................................................................................. 3 Section 11- General Scope of Work................................................................................................ 6 SectionIII -Work Plan................................................................................................................. 11 SectionIV - Fees and Costs.......................................................................................................... 13 Section V - Ability of the Proposer to Perform............................................................................ 16 Exhibits 1. CA Public Entity Partial Client Listing 2. Sample Annual Work Plan 3. Sample Benchmarking Report 4. CampaignBuilder Catalog (Themes and Taglines) 5. Sample CampaignBuilder Employee Benefits Overview Booklet 6. Sample CampaignBuilder Postcard 7. Sample CampaignBuilder Poster 8. Sample CampaignBuilder Email 9. Ben -IQ FAQ & Poster 10. Compliance Materials 11. Health & Productivity Wellness Newsletter 12. Attachment A - Affidavit of Non -Collusion Important Note: This PDF is designed to be interactive on your computer. You may click on any page number or page title on the above Table of Contents to get automatically redirected. We have also added bookmarks to each section and Exhibit utilizing Adobe PDF's Bookmarks feature. Clicking on the section/Exhibit title on the Bookmarks Navigation pane will automatically redirect you to the appropriate page. © 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 1 Confidenticlity and Disclosure Notices Confidentiality The information contained in this proposal, including the Exhibits, is the confidential and proprietary information of Alliant Insurance Services, Inc. (Alliant) and is protected by trade secret and other applicable laws. The recipient of this proposal agrees that this information will only be used in connection with the review and consideration of this proposal and may not be copied or shared with any other person or entity other than the recipient. If the recipient is requested, whether by subpoena, court order, public records or freedom of information request, to disclose any part of this proposal, the recipient shall promptly notify Alliant of such request, prior to any disclosure, so that Alliant can, at its option, take steps to protect the confidential and proprietary of the information contained in this proposal. The breach of this confidentiality obligation may result in irreparable harm to Alliant and, as such, the recipient acknowledges and agrees that Alliant shall be entitled to pursue all available legal and equitable remedies, including injunctive relief, without the requirement to post a bond, in the event of a breach. Disclaimer and Disclosure This proposal is for information purposes only and does not amend, extend or alter the policy in any way. Please refer to the policy form for completed coverage and exclusion information. Alliant embraces a policy of transparency with respect to its compensation from insurance transactions. Details on our compensation policy, including the types of income that Alliant may earn on a placement, are available on our website at _itiantinsurance.com. For a copy of our policy or for any inquiries regarding compensation issues pertaining to your account you may also contact us at: Alliant Insurance Services, Inc., Attention: General Counsel, 701 B Street, 6th Floor, San Diego, CA 92101. *Analyzing insurers' over-all performance and financial strength is a task that requires specialized skills and in-depth technical understanding of all aspects of insurance company finances and operations. Insurance brokerages such as Alliant Insurance typically rely upon rating agencies for this type of market analysis. Both A.M. Best and Standard and Poor's have been industry leaders in this area for many decades, utilizing a combination of quantitative and qualitative analysis of the information available in formulating their ratings. A.M. Best has an extensive database of nearly 6,000 Life/Health, Property Casualty and International companies. You can visit them at 9mbest.com. For additional information regarding insurer financial strength ratings visit Standard and Poor's website at standardandpoo, s.coi . To learn more about companies doing business in California, visit the California Department of Insurance website at �ww.insuranc © 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 2 Section I - Introduction Present introduction of the proposal and your understanding of the assignment and significant steps, methods and procedures to be employed by the proposer to ensure quality deliverables that can be delivered within the required time frames and your identified budget. Alliant is uniquely qualified to meet the needs of the City of Vernon's Employee Benefits Program. As a large firm and your existing Employee Benefits Consultant, we've been able to provide many resources while still being able to offer hands-on, specialized service. We are a national firm but have a local presence in the Los Angeles area. Our consulting and technical experience coupled with our market leverage and health risk management knowledge, will allow us to lower costs over the longterm and provide the City of Vernon with a customer service experience that is second to none. We take a proactive, thoughtful, data -driven approach in working with our clients. This allows us to identify trends, both industry -wide and within your individual programs, and provide you with the tools to successfully navigate through the ever -changing health care environment. We ensure that you are educated and well-equipped to anticipate change rather than react or be left with little choice. In an era of new challenges, seen and unforeseen, we are passionate professionals who are: CreativE In the face of rampant cost increases, a rocky economy, and healthcare reform, we help our clients navigate the blind spots to define the next generation of employee benefits. Engage, We believe in the value of listening and partnering with you to find the best path forward. By truly understanding your situation, we can chart a plan that realizes your specific goals and objectives. Experienced: We understand the complex mix of stakeholders impacted by your benefits program strategy, from your employees, to management, to the boardroom. We help you deliver a program that keeps you competitive in your industry, helps you attract and retain employees, and promotes the values key to your organization's success. Responsive Our skilled professionals embrace our culture of on -demand, high -value service. This is notjust about returning your calls quickly. We respond thoughtfully with well -reasoned, cogent answers to your questions. Alliant Insurance Services, Inc is one of the nation's leading distributors of diversified insurance products and services, ranking as the 8th largest Employee Benefits firm in the United States with over 90 offices throughout the United States and nearly 3,000 associates nationally. With regard to Employee Benefits specifically, our firm employs approximately 700 associates. The company provides its diverse clientele with a comprehensive portfolio of services including Employee Benefits, Commercial Insurance, and Specialty Insurance Programs. © 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 PUBLIC ENTITY EXPERIENCE Alliant Insurance Services, Inc. is the largest public entity brokerage firm in California and brings to the City the experience gained from working with many of California's public entities. We have more than 1,000 public entity clients, including many cities, counties, special districts, community college districts, and K-12 public schools, either as individual clients and/or as clients through our relationship with joint powers authorities (JPAs). Our extensive public entity client list keeps us focused in a proactive manner on solving issues that are unique to public entities. Our public sector clients in California include: 55 of the 58 California Counties Over 300 Cities Over 300 School Districts Over 200 Special Districts Over 100 Hospitals Please see Exhibit 1 for a Partial Alliant Public Entity Client List. Alliant is uniquely qualified to serve as your benefits broker and consultant. Our focus, experience and expertise allow us to help you achieve: Cost Management and Stability: Representing and negotiating on behalf of customers with over $11.6 billion in annual premium has allowed us to develop a very strong position with insurance carriers. Alliant's negotiating power provides you and your employees with cost saving opportunities. Unique and Customized Public, Sector Insurance Programs: At Alliant, we leverage our size and expertise in the public sector to create exclusive programs that are designed specifically for cities, special districts, schools, and counties. Because of the size, economies of scale, and specialized nature of these programs, public agencies and their employees are able to take advantage of lowercosts, unique benefit and program features, stability in pricing, while maintaining autonomy in the design of case specific plan components. SISC is an example of one of these programs. Access to Quality Care and Meaningful Choice: We understand that quality has different meanings for different people. Alliant has created an insurance carrier evaluation tool that outlines the key variables to be considered when selecting a health insurance carrier, i.e. benefits, network, cost, and quality. This tool is customized for each client and provides meaningful information about the plan components that are most important to you and your employees. Administrative Suite of Services: Alliant has identified critical services and support resources to reduce the soft dollar costs of administering employee benefit programs. Our services are designed to provide efficiencies by simplifying your daily administrative processes. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 4 Custom Communications: Communication is a critical component of managing employee benefit programs and can dramatically impact the employee's perceived value and satisfaction with the benefits plan. Alliant has a full range of capabilities related to the communication and education of public agencies, their employees and retirees. Our approach is very client specific and can include a variety of different mediums including hard copy, electronic, intranet, posters/flyers, and face-to-face seminars/meetings. Underwriting and Actuarial Support and Analysis: Alliant's full-time actuarial and underwriting team is involved on an ongoing basis including; pre -renewal planning and strategies, developing future cost projections, plan design pricing estimates, creating customized claim, utilization, clinical and financial reports, actuarial and consulting support, and renewal analysis and negotiation. Compliance and Regulatory Support: Alliant retains a health and welfare attorney dedicated to educating and supporting our consultant staff and provides updates on new developments, legislation, regulations, and practices that affect proper employee benefit plan administration, especially in regard to Healthcare Reform. Expert Representation at Benefit Committee Meetings: Our experience in the public sector arena allows us to better serve you and to provide expert representation at your various meetings including regular benefit committee meetings. We understand the issues related to aligning multiple constituents, negotiating with unions, preserving benefits, and managing costs and contributions. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 5 Section II - Genercl Scope of Work Briefly summarize the scope of work as the proposer perceives or envisions it for each Service Area proposed. Alliant has, in collaboration with the City's committee, developed a long-term employee benefits strategy aligned with the City's goal of maintaining quality programs and containing costs. We understand the City's current challenges, labor-management relations, budget constraints and current benefit program and have recommended a strategy that suits the needs of the City and its employees. Our negotiated medical renewals from 2014 through 2017 average -.6% on the PPO plan and 5.4% on the HMO. For 2018, we negotiated an overall medical renewal with Anthem down from 16.7% to 11.2% and ultimately were able to procure a superior proposal from Blue Shield for an overall 3.9% increase. Our annual work plan (refer to Exhibit 2 for a sample) consists of tangible milestones which are based on our long-term strategies and goals. Our work plan will consist of a seven stage process (summarized in the following pages) with clearly defined timelines and will be evaluated each year to ensure it's consistent with the goals and changing needs of the City. STAGE 1- GOAL SETTING/STRATEGIC PLANNING We understand the political nature of the collectively bargained benefit process. Often major program decisions cannot be made without the consensus of a committee. We will work to establish a rapport with the bargaining units so that we can have effective discussions regarding important issues to include weighing the need for rich benefit plans in the midst of a state budget crisis and working collaboratively with union representatives to discuss plan alternatives. We have over 45 years of experience working with and educating public sector benefits committees to educate, inform, empower, and gain consensus with their constituents to make collective decisions that ensure the future success of their respective health and welfare program. We can attend, host and prepare presentations for reoccurring meetings whether they be monthly, quarterly, etc. STAGE 2 - REPORTING & BENCHMARKING Clear and concise reporting is essential to understanding the components and cost indicators that drive the performance of your benefit plans. Alliant will work with the City to develop a report format and frequency that will enable you to easily monitor your plan's actual financial results versus expected costs. In addition, we will also provide the City with customized benchmarking information. With our extensive public entity client base, we are able to provide the City with pertinent information regarding industry trends and comparative cost data. Alliant will compare the City's current benefit plans, premium costs and cost sharing strategy with that of our benchmark data. After our benchmark review, we will deliver the results of our findings and may suggest additional changes or enhancements that will have a positive effect on plan performance and utilization behaviors. See Exhibit 3 for a sample benchmarking report. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 STAGE 3 - PRE -RENEWAL STRATEGY We begin the renewal process at least 6 months prior to the effective date with our preliminary renewal meeting so that we understand the City's budget requirements, expected growth and other anticipated needs. At the pre -renewal meeting, we will provide market trends analysis by plan, introduce new product innovation, review insurance carrier performance, identify areas of cost containment, provide renewal estimates and large claims and experience analysis. This strategy provides us with ample time to evaluate options, secure the most favorable contractual terms, and to provide scenarios that meet budget guidelines. STAGE 4 - PROCUREMENT, ANALYSIS, & NEGOTIATION As part of the renewal process, Alliant will provide analysis and tools to help the City understand alternative plan design and cost reduction options for each line of coverage and how potential changes will affect overall premium and employee out-of-pocket costs. Some of the analysis and decision -making tools that Alliant provides include evaluation and renewal negotiation and analysis of funding options, benefit plan design options and cost impact, and alternative cost control approaches. Alliant will ensure the analysis is presented in a clear and concise report including side by side comparisons of the plans and carriers. Our team will represent the City in all renewal negotiations with insurance providers, third party administrators, networks, vendors, etc. Alliant's current book of business has an annual premium equivalency of over $11.6 billion, which allows us to leverage and negotiate from a very strong position with the carriers. Our Underwriting unit will play a key role in the negotiation of renewal premiums and plan design options. Alliant understands that while changing carriers is undesirable for employees, it is periodically necessary to market lines of coverage to other insurance carriers to ensure the City is receiving the most cost effective and comprehensive coverage available. When needed, Alliant evaluates vendor services through an RFP and due diligence process designed to draw out the best quality services and cost proposals for our clients. Regardless of the service (Medical, Benefit Administration, Online Eligibility, COBRA, etc.), Alliant will ensure that all vendors are competing on a level playing field through comprehensive RFPs that delineate required services. The Alliant team will evaluate many variables in the renewal and marketing process. STAGE 5 - RECOMMENDATION & IMPLEMENTATION Once we have finalized renewal negotiations and narrowed the field of potential carriers or potential plan opportunities based on initial cost, benefit and network analysis, we provide several additional decision making tools to assist the City in its evaluation such as carrier interviews, performance guarantees and rate caps. Implementation of goals and strategieswill be coordinated between the City, Alliant and the vendors in order to achieve the best results. Alliant will frequently communicate with the City to ensure milestones are achieved in a timely manner. Alliant has developed an implementation process that will allow the City to measure each step of the process which includes coordinating calls with the carriers, completing 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 implementation paperwork, reviewing plan documents, establishing enrollment methodology, auditing enrollment results, assisting in transitional issues (ID cards, access to care, service issues, etc.) and more. Open Enrollment: In addition, Alliant will continue to be actively involved in the City's annual open enrollment. We assist in planning, facilitating, and conducting any required open enrollment meetings onsite or using a recorded webinar. We will also assist in designing, creating and reviewing communication materials as needed. We will coordinate the request for insurance carrier materials and attendance at meetings when required. We recommend starting the open enrollment process as early as possible. Alliant's experienced service team will work with the City to create a timeline of activities leading up to open enrollment with key milestones highlighted as well as shared responsibilities. Health Fairs: We know the City has also held health fairs in conjunction with open enrollment. Alliant believes annual health and safety fairs are a fundamental part of any group healthcare strategy. The City's dedicated service team will be happy to assist with planning the event, securing vendors, and selecting among the numerous screening services, educational demonstrations and exhibits that are available for health fairs. STAGE 6 - COMMUNICATION & EDUCATION We understand that effective team member communications and employee engagement are vital components of successful benefit programs. We are experts in developing communications that are designed to clearly explain benefit options, available resources, increase employee participation, and educate employees on how to get the most out of their benefits. Our standard open enrollment and new hire communication package, CampaignBuilder, enables you to customize your open enrollment materials and select a theme to match your company's culture and brand. To see all of ourthemes, refer to Exhibit 4 for our CampaignBuilder Catalog. Materials include a benefits summary booklet, postcards, posters, emails, and presentation, samples are included in Exhibits 5 - 8. We provide a year- round approach which includes support with the following: Open a.:. Enrollment : • ti" .. — loll rvvM, Oryn IaMlmae i6cH'„i3i• 11 Education q rv�s:nc�rs ID0 19%0 PRFf><R Videos ! I O 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 8 Ben—IQTM Smartphone Application: Alliant's Ben -IQ is an innovative mobile application designed to reflect increasingly mobile employees' need for 24/7 access to plan information. Ben -IQ offers employees a wealth of online features and functionality including access to plan highlights, finding contacts, storing ID cards, looking up cost of care, watching videos and more! Some features, such as nurse line contact information, can help employees make the right decision about what level of care to seek, saving both the employees and their employer money and time. Additionally, the ability to quickly and easily find an in -network provider, anywhere in the nation, ensures that employees have the most up-to-date information, helping lower out -of -network usage. See Ben -IQ in action on YouTube: http://tinym [.(-,,I I I/ uerl- and refer to Exhibit 9 for a Ben -IQ FAQ and promotional poster. STAGE 7 - PROGRAM MONITORING & VENDOR MANAGEMENT We understand the importance of an ongoing review of the City's benefits program. In order to maintain the integrity of the program, it is imperative that we ensure that the benefit plans and provisions are operating in line with the City's expectations. In orderto achieve this, Alliant will provide ongoing support with plan document review, vendor management, claims and eligibility assistance and resolution including benefit advocacy, and legislative updates and compliance. Compliance: Our in-house Compliance department is an essential resource in the era of increased regulatory burden and enforcement. Alliant's Employee Benefits Compliance department works closely with the employee benefits service teams to understand your plan design and population, business objectives, culture, and risk tolerance, which facilitates proactive and practical compliance support. Ourdedicated team of experienced attorneys and compliance specialists protect you where you are most vulnerable. Ever proactive, always on top of the issues of the day, our Compliance team will answer the questions you don't even know to ask and the Alliant service team will be happy to prepare and present reports to the committee and sub -committees with this information. Alliant's Compliance department fills the knowledge gap by being proactive and client -integrated. We've created tools that not only educate, but also help create practical solutions specific to your unique business operations and culture. Knowing the rules is merely half the battle; how those rules impact your employees, plans, and operations is the difference that is the Alliant distinction. We will also provide daily Q&A support and proactive education/tools including: quarterly webinars which count for CLE credits and are recorded for playback, alerts as guidance is released, alerts are promptly issued with information about how it impacts employer plans, in -person seminars at six main offices, and Alliant Insights which are in-depth reviews on specific topics that impact plans. Our Compliance department will assist with topics including ERISA, HIPAA Privacy and Security, Affordable Care Act, COBRA, wellness programs, Cafeteria plans/Section 125, as well as General IRS tax code guidance (e.g. Code 105, 106, 152). 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 9 Please see Exhibit 10 for sample external compliance materials including a webinar invite, alert, insight, and calendar. In addition, you will find a Friday Fast Facts which is distributed internally, on a weekly basis, to keep our service teams updated and informed. In addition, we are continually engaged in the marketplace and closely monitor developments in the health care industry. Alliant will meet with the City as frequently as needed to discuss important issues such; as benefit trends (medical, prescriptions, etc.), national and local cost drivers associated with increased premiums, enrollment trends, Federal and state legislation, provider networks, and survey data. We will also provide information regarding emerging trends in the market such as; consumer driven products, private health exchanges, telemedicine, accountable care organizations, health management and wellness products and strategies, medical tourism, transparency tools, care coordination and more. Benefits Administration Systems: Alliant has assisted many clients with various Benefits Administration platforms. Benefits Administration outsourcingcan include avarietyofservices and because one vendor does not fit every client, we do not recommend one platform in specific for everyone. We do, however, have discounts and special pricing arrangements with many Benefits Administration providers that we can pass on to our clients. Alliant is happy to assist in the procurement of vendors as well as lead implementation and manage the vendor service team with the City's vendor of choice. The following is a brief description of the types of services that are available via these systems: Employee Portal: Hosted Web portal for communication of a client's employee benefits program; Online Enrollment/Eligibility: Web -based system with employee self-service, electronic carrier eligibility management and payroll system integration; Employee Communications: Distribution of communication materials to plan participants, including summary plan descriptions and carrier forms; Open Enrollment Processing/Fulfillment: Full management of open enrollment process, including employee calls and transaction approval; COBRA/Retiree Services: Notification and premium billing for COBRA and retirees, including carrier reporting. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 10 Section III - Work Plan Present concepts for conducting the work plan and interrelationships of all projects. Define the scope of each task including the depth and scope of analysis or research proposed. As described in the previous section, Alliant will develop a long-term employee benefits strategy aligned with the City's goal of maintaining quality programs and containing costs. We will work with the City regarding current challenges, labor-management relations, budget constraints and current benefit programs in order solidify a strategy that suits the needs of the City and its employees. For example: DEVELOP COST -SAVING RECOMMENDATIONS Alliant leverages our size and expertise in the public sector to create exclusive programs specifically for special districts, schools, cities, and counties. These programs provide cost savings, while matching current benefits and providing greater long term stability. We understand that each of our clients is unique and there is no solution that works for everyone. Our strategy is to provide an independent consulting approach and present both joint purchasing program options, as well as options that are available in the market and let our client's determine which solution is a better fit for their needs and employee and retiree population. The following are possible benefit strategies for the City: 1. Joint Purchasing Programs and Solutions Alliant works with a number of Joint Powers Authorities (JPA's) throughout the country to develop exclusive pooled purchasing benefit programs that are designed specifically for public agencies and their unique characteristics. These programs leverage volume to provide cost savings and greater long term stability through risk sharing. Our strategy is to provide an independent consulting approach and present both available program solutions as well as options that are available in the market. Alliant will present to the City traditional direct options with insurance carriers as well as Joint Purchasing Program solutions as additional alternatives. One such program the City would have access to is the CSAC EIAjoint purchasing program. 2. Improve Retiree Medical Benefit Offering and Reduce Administrative Workload As more employees retiree, they are faced with expensive group retiree medical premiums and limited options if they move out of state. More employers are considering replacing traditional group plans with individual plans for their Medicare retirees. Alliant can provide the City with an option that will provide multiple Individual Medicare products and plan design options for retirees at significant discounts to the group Medicare premiums. Additionally, this option can include retiree reimbursement accounts, retiree billing and premium collection, communication and enrollment services. The end result is less administrative work forthe City and more cost effective options for retirees. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 11 3. Health & Productivity/Wellness Consulting As healthcare costs continue to escalate, it is increasingly important for employers to develop long term healthcare strategies that will improve quality, reduce costs, and better support participants' needs. Wellness Programs also have value in increasing overall employee engagement. Many clients also enjoy the benefits that Wellness Programs provide related to being viewed as an employer of choice that cares deeply about their associates and their families. We have found that well -constructed Wellness and Disease Management Programs positively impact employee roles in managing their health, healthcare utilization, and ultimately plan costs. Clients that establish reporting packages to identify medical claim utilization as well as pharmacy data, can structure Disease Management Strategies to successfully reduce costs. Alliant Employee Benefits has helped many clients build and construct customized Disease Management and Wellness Programs. Programs range in scope depending upon the budget, claim experience and culture of each entity. Our philosophy is to design programs that target specific sectors of the employee population. Alliant's expertise in health management and wellness programs includes: Skilled and Dedicated Staff: Alliant's Health & Productivity team is nationally -run and regionally -represented. With an average of 15 years of experience, our team has a wide range of skills and expertise, which includes individuals with clinical backgrounds in worksite wellness, employee benefits and health education. Strategic Process and Implementation: We partnerwith clientsthrough each of the three key stages of programming (Discovery, Design & Implementation and Evaluation) and have a strategic approach to evaluating and supporting the environmental and cultural components unique to each client. Tools and Resources: Alliant offers a full suite of tools and resources that assist clients in the understanding, development and implementation of programs across the complete spectrum of client investment and engagement. We have partnerships with numerous stand-alone providers in the Wellness industry, ranging from Wellness web portals, biometric testing vendors, to Health Fair coordinators. These Wellness providers have established relationships with Alliant, and typically provide their services to our customers at discounted pricing. Please refer to Exhibit 11 for a sample of our Health & Productivity Monthly Wellness newsletter. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 12 Section IV - Fees and Costs Although an important aspect of consideration, the financial cost estimate will not be the sole justification for consideration. Negotiations may or may not be conducted with the proposer; therefore, the proposal submitted should contain the proposer's most favorable terms and conditions, since selection and award may be made without discussion with any firm. All prices should reflect "not to exceed" amounts per item. Broker -Consultant fees are mutually agreed upon with our clients. We are open to discussion about a mutually acceptable fee arrangement with the City. For the Scope of Services described in this RFP and listed below, Alliant proposes $74,000 annually which is currently built into the rates and paid to Alliant as commissions. Services include, but are not limited to: 1. Assist in the development of long-range goals and strategies, including making recommendations and projections of potential savings; 2. Procure group insurance coverage for medical, dental, vision, life and accidental death & dismemberment, long-term disability, Employee Assistance Program (EAP), Section 125 flexible benefit plan (FSA), Health Savings Account (HSA), and supplemental and ancillary plans; 3. Solicit competitive bids from benefit plan vendor markets that specialize in group benefit plans and evaluate bids and bidders, including claims procedures, experience and history, service, financial policies, and stability and identify the most beneficial and cost-effective package that meets the City's needs; 4. Representation in all negotiations with insurance providers on issues related to premiums, services, benefit level, plan design, special terms and conditions. 5. Analyze existing coverage and identify or develop cost -saving alternative benefit strategies and plans; 6. Provide quarterly claims experience reports; 7. Provide information and recommendations on a variety of subjects including but not limited to, employee benefit issues, trends, proposed and new State and/or Federal legislation (i.e. COBRA, HIPPA, ACA, Medicare, and IRS Rules and regulations); 8. Be available to provide assistance to staff, employees, and retirees with issues involving billing, claims, eligibility problems, disputes, interpretation of related contracts and services, changes and general troubleshooting; 9. Advise on a continuing basis and in a timely manner of any and all significant matters and developments regarding the progress of carrier service issues; 10. Attend periodic meetings with City staff, employees and/or retirees to facilitate and assist in the management of the City's employee benefit plans; 11. Be available to attend the City's annual Health and Wellness Fair and open enrollment employee informational meetings, coordinate and participate open enrollment meetings as reasonably requested, and assist with the development of open enrollment materials; 0 2017 All iant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 13 12. Provide legal opinions pertaining to the City's employee/retiree benefit plans and programs including analysis and application of all relevant laws, statues, and regulations; 13. Review and analyze all benefit plan provider agreements forcompliance with all applicable federal and state laws, statues, and regulations; 14. Participate in the development, negotiation and implementation with health benefit providers and administrators on matters such as, but not limited to, premium rates, service, benefit levels plan design, special terms and conditions, etc. and negotiate changes and additions in contracts; 15. Provide assistance, technically and creatively, in the on -going development and preparation of various employee communication materials; 16. Assist the Human Resources Department in the preparation and/or review and updating of benefit plan documents and benefit summary plan descriptions for all plans; 17. Assist in developing and evaluating employee needs and satisfaction surveys; 18. Submit annual reports detailing compensation and/or commissions received from contracted carries of the City; 19. Coordinate the flow of information between staff and contracted carriers; 20. Manage plan transitions as necessary; 21. Be available to assist staff with obtaining health benefits program materials; 22. Be available to provide various types of reports as needed; 23. Be available to provide information on new products as requested; 24. Provide an annual review and summary of employee/retiree benefits including analysis of the quality provided, cost effectiveness, competitiveness and recommendations. Service Guarantee To illustrate our commitment of quality service to the City, Alliant is willing to place 10% of our annual consulting fee at risk. Listed below are the categories of the Service Guarantee: 1. Execution of Scope of Work (50%) - Client satisfaction with deliverables in the Scope of Work. 2. Service and Support (50%) - Service and support of client with decision making tools, attendance at meetings, and assistance for any implementation of new benefits, products and transition of carriers. At any time, the City can invoke the terms of the guarantee. All categories are based solely on client satisfaction level. Transparency and Disclosure All compensation Alliant receives is fully disclosed and transparent. We will provide the City with an Annual Disclosure letter at the plan renewal. As an independent consultant, Alliant provides our clients with the choice of joint purchasing solutions as well as options available in the marketplace. Alliant has a separate division within the firm, Alliant Underwriting Services (AUS) that provides Consulting, Underwriting and 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 14 Program Management Services to a number of Joint Powers Authorities (JPA) and Joint Purchasing Pools throughout the country; this division is separate from Alliant's Brokerage and Consulting division. AUS receives compensation from carriers for services provided to support the operations and administration of a JPA and/or purchasing pool and is a cost included in the premium. Alliant will disclose any AUS fees associated with a joint purchasing program presented to the City. Alliant accepts contingency/override compensation to provide additional services to clients. However, if desired, Alliant is willing to sign an agreement not to accept contingency/override compensation for the City's coverages. Additional Services Alliant is able to assist the City in evaluating vendors who provide the additional services listed below. Our annual consulting fee includes needs assessment, analysis, negotiations, evaluation and implementation. Vendor fees are separate and will be billed directly to the City. Alliant is not affiliated with, nor do we own, any vendors who provide the services listed below. Our philosophy is to assist our clients in evaluating "Best in Class" third party administrators, HRIS, online enrollment, benefits statement, claims audit and third party wellness programs. Based on our large volume, we have been successful working with "best in class" vendors to negotiate preferential pricing that we pass directly on to our public agency clients. We have had great success in having significant amounts of these pass -through fees absorbed by our clients' health plans and insurers. We have conducted comprehensive analyses of each of their capabilities and fees in orderto be able to best recommend vendors who are able to provide a full array of services and, most importantly, accommodate the needs unique of each client. Online Benefits Eligibility & Enrollment Administration System ProposedServices Optional Consolidated Billing Optional COBRA and FSA Administration Optional Retiree Billing Optional Payroll/HRIS System Integration Optional Third Party Wellness Solutions Optional 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 15 Section V - Ability of the Proposer to Perform Provide a detailed description of the proposer and his/her/its qualifications, including names, titles, detailed professional resumes and past experience in similar work efforts/products of key personnel who will be working on the assignment. Provide a list of specific individuals who completed such project(s). Identify role and responsibility of each member of the project team. Include the amount of time key personnel will be involved in the respective portions of the assignment. Respondents are encouraged to supply relevant examples of their professional product. Provide a list of references. Account Team Qualifications Our customer service philosophy is to form integrated consulting and service teams around our clients. Mike Menzia, the lead consultant, will assign a team of professionals that will be able to support you and your organization daily, while also working strategically to plan for future needs. The Account Team members that will be assigned to the City are all licensed, experienced employee benefits professionals with diverse insurance and human resources backgrounds. Mike Menzia, Executive Vice President, Lead Benefits Consultant Mike is the Public Entity Division Practice leader. Mike will provide overall strategy planning and direction of all group insurance plans. He will assemble the correct Alliant resources and will analyze the effectiveness of the benefits program. Mike has almost 30 years of group insurance experience specializing in large national employers. He spent six years as an Account Executive for Metropolitan Life Insurance Company where he specialized in selling multiple insurance lines to large employers. He is recognized in the industry as an expert in Alternative Funding, Medicare/Retiree HealthCare and Provider Contracting. Before joining Alliant Insurance Services, he was the Regional Vice President of Sales for CIGNA HealthCare of California for nine years. Mike is a member of the Orange County Employee Benefits Council and the Inland Empire Health Underwriters. Mike has a Bachelor's degree in Political Science from UCLA. Patricia Moore, Benefits Consultant Pat will work with the City to review the established goals of the employee benefits program and design solutions and strategies to achieve those objectives. She has significant experience leading employers through change, whether it is in the area of plan design, funding or carrier consolidation/replacement. Pat has over 20 years of group insurance experience specializing in large employers. Prior to joining Alliant, Pat was Market President for Humana in six western states. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 Pat is a member of LAAHU and was named the organization's Woman of the Year in 2010. She is active in many industry organizations including SHRM/PIHRA and the National Association of Women in Business. She is past president of the Employee Benefits Planning Association. Kim Hauk, Account Executive Kim Hauk will work with the lead consultant in the day-to-day servicing of the City. Kim provides clients with health and welfare consulting expertise in managing their benefits programs including strategy, design, cost management, provider network analysis, administration, and implementation. Kim will work with the lead consultant to develop strategic plans and ensure execution of key deliverables. She will also work with her team in developing employee communication materials, reviewing master contracts, proactively communicating legislation that will affect the City's plan, and educating Payroll and Human Resources with plan benefits and administrative/billing procedures. She will also work closely with the carriers to make sure that plans run smoothly. Kim brings with her over 35 years of employee benefits experience to our team. Prior to joining Alliant, Kim was with Carpenters Southwest Administrative Corporation as Administrator for a health and pension trust for over 40,000 employees and also worked as an Account Executive for a third party administrator. Kim has significant experience working with unions and the collectively bargained environment and is well versed in compliance with employee benefit related legislation. Kim is a certified Group Benefits Associate. Patricia Bernal, Benefits Analyst Patti will work with the broker and account executive in selecting markets for solicitation. She will be responsible for performing an analysis of market proposals for verification of benefits, premiums and competitiveness. Her responsibilities include analysis of technical data, review and negotiations of Health and Welfare Renewals as well as strategic planning for benefit plan changes. Patti also has responsibility in assessing each carrier's underwriting philosophy and determining the appropriateness for Alliant clients. Before joining Alliant, Patti worked for another brokerage firm as an Employee Benefits Marketing Analyst where she was responsible for all of the marketing efforts for the department. Her responsibilities included: sending RFP's (requests for proposals) to the various carriers, analyzing renewal and alternative rates/plans, recommending more cost- effective plans for clients, negotiating with carriers, and analyzing contribution strategies for clients. Patti has an extensive marketing and customer service background with more than 20 years of experience. In her career, she has worked in large insurance companies such as CIGNA and Guardian. 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 17 Lesley Hellow, Account Associate Lesley will work with the team in the day-to-day servicing of the City. Lesley is responsible for the development of employee communication materials, review of master contracts, proactive communication of legislation that affect the City's plan, and education of Payroll and Human Resources with plan benefits and administrative/billing procedures. She also provides assistance with resolving routine claim and billing issues and acts as a liaison for additional vendor or third party administration service issues. Lesley recently joined Alliant and has been working in the health insurance industry for years. Alliant Key Personnel Experience with similar projects Alliant's expertise is unmatched by other organization in our proven track record and consistent effort to raise the bar for our clients. We continuously work to develop plans and products to help public agencies reduce costs, provide services and maintain benefits. The City's Alliant team has significant experience in performing work with public agencies of a similar nature to that solicited in this RFP. Below you will find examples of the team's work and results with different public agencies: County of San Luis Obispo The County of San Luis Obispo is a California County who participated in CaIPERS but was interested in opportunities to add value to their employee's benefits and implement programs that would positively impact their own claims cost. Alliant began a multiyear project to identify options for them in the marketplace and improve their "risk profile" to make them a viable candidate for other programs. Alliant championed the HR team to help them communicate transparently at the executive and committee level. Through this process Alliant worked with the County to: Improve their risk profile by identifying and changing waiver and cash in lieu policies Obtain competitive quotes from the marketplace including CSAC EIA Track and maintain project timing to exit CaIPERS timely properly Join CSAC EIA, providing matching plan designs to the most popular plans Give them the ability to represent themselves in the benefits decision making process Add a benefits administration platform for employee enrollment at no additional cost Add FSA and COBRA administration for no additional cost. Prepare a project plan for employee communications regarding enrollment and value added plans Give them the ability to add innovative programs to benefit employees and lower their overall claims costs © 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 18 County of5anta Barbara - 3,500 employees Problem + High cost medical area and high medical loss ratio of 141% ♦ Need to identify high risk individuals and lower the incidence of chronic disease and illness in employer population Solution Instituted two On -Site Health Clinics accessible to all employees eligible for the County's Health plans Employees utilizing the clinic must complete a Health Risk Assessment and Biometric Screening t In 24 months the Employee Health Clinic has cumulatively identified 1,147 High Risk patients and are actively managing them ♦ Date has shown a reduction in Cholesterol, Blood Pressure and BMI for High risk patients + Approximately $1,251,602 has not been passed on to medical claims experience due to utilization of clinics instead of local providers and labs Employees have saved approx. $184,000 on copays/lab work and spend less time away from work to visit a doctor Glendale USD -2,500 Employees Conducted Educational curriculum with Insurance committee on following topics: Market Trends, Pooled Purchasing Basics, Rx-Carve-out, Self -Insurance and Trust & JPA options Reviewed claims and utilization experience with the Committee to help understand factors driving costs ♦ Requested Quotes from Direct Carriers, JPA's, Trusts and Rx-Carve Out options ♦ Conducted a Provider Network analysis of different insurance carrier networks to ensure minimal provider disruption ♦ Negotiated $944K in savings from the initial Medical Renewal ♦ Negotiated with the Medical carrier to eliminate the Brand Name Rx Deductible, waive the mandatory mail order with no impact to the premium and offer $75K to District be used towards a wellness program Facilitated Finalist interviews with most competitive carriers Riverside Superior Court - 900 active employees Secured options for the Court to exit a distressed Medical Trust, providing over $600,000 dollars in savings Redesigned LTD to extend Elimination Period to 180 days and added an STD plan to fill the gap; STD included richer Elimination Period of 7 days ♦ New STD/LTD combination yielded savings of 22% ♦ Successfully implemented a Benefits Administration system to include online enrollment and eligibility, retiree billing, COBRA and FSA Administration Created Custom Employee Benefits Brochure 0 2017 All iant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 19 Proven Track Record We understand the scope of work requested by the City and believe we are the most qualified firm to help the City achieve its goals and objectives. One of the best ways to measure our capabilities is to talk to some of our other clients and ask them about our work product and the results we have achieved working together. City of Atascadero of San Luis Obispo 7Ashteig Delma Meyer, Personnel Specialist Szkubiel, HR Benefits Manager (805) 470-3414 (805) 781-5963 6500 Palma Ave 1055 Monterey Street Atascadero, CA 93422 San Luis Obispo, CA 93408 dmeyer@atascadero.org aszkubiei(@co.slo.ca.us City of Port Hueneme County of Santa Barbara Cammeo Jupp, Administrative Services Maya Barranza, Employee Wellness and Coordinator Benefits Manager (805) 986-6510 (805) 568-2821 250 N. Ventura Road 1226 Anacapa Street Port Hueneme, CA 93041 Santa Barbara, CA 93101 ciuppCo) c1.port-hueneme.ca. us mabarraza0�Dco.santa-barbara.ca. us 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 20 ALLIANT PARTIAL PUBLIC ENTITY CLIENT LISTIN CA Proprietary & Confidential Information. Not to be distributed to anyone without Alliai Partial Listing - Public Entity Employee Benefits Clients AC Transit District Anaheim Elementary School District Bay Area Air Quality Management District Buena Park School District California Association of Highway Patrolmen Central Contra Costa Sanitary District City of Alameda City of Concord City of Costa Mesa City of Foster City City of Fremont City of Huntington Beach City of Irvine City of Livermore City of Long Beach City of Martinez City of Merced City of Mountain View City of Newport Beach City of Oceanside City of Ontario City of Pacifica City of Pleasanton City of Redding City of Richmond City of Sacramento City of San Bernardino City of San Bruno City of San Juan Capistrano City of San Leandro City of Santa Rosa City of South San Francisco City of Sunnyvale City of Vacaville City of Visalia City of Walnut Creek City of West Covina City of Yuba City Coast Community College District Contra Costa Community College District Contra Costa Water District County ofAmador County of Calaveras County of Del Norte County of El Dorado County of Lake County of Merced County of Nevada County of Placer County of San Diego County of San Joaquin County of San Luis Obispo County of San Mateo County of Santa Barbara County of Santa Clara County of Solano County of Stanislaus County ofTehama County of Tulare County of Tuolumne County of Yuba Dublin San Ramon Special District Napa Sanitation District Orange County Department of Education Orange County Sanitation District Placer County Water Agency Port of Oakland Santa Ana Unified School District Santa Cruz Metropolitan Transit District Superior Court of Amador Superior Court of Calaveras Superior Court of Colusa Superior Court of Contra Costa Superior Court of Del Norte Superior Court of El Dorado Superior Court of Placer Superior Court of Sonoma Superior Court of Stanislaus Superior Court of Tuolumne Turlock Irrigation District Union Sanitary District ALLIANT PARTIAL PUBLIC ENTITY CLIENT LISTIN CA Partial Listing - Alliant Employee Benefits JPA Clients Association of California Water Agencies Joint Powers CSAC Excess Insurance Authority Insurance Authority (ACWA J PIA) (CSAC EIA) Alameda County Schools Insurance Group (ACSIG) Municipal Pooling Authority (MPA) Butte Schools Self -funded Programs Redwood Empire Schools Insurance Group 2017 Work Plan k4/Iiardr EMPLOYEE BENEFITS Deliverablefrask Initial Client Implementation and Checklists Run through New/Annual Client Checklist Target Start Date 7/1/2017 Target End Date 8/1/2017 Status Responsibility Notes Compliance Checklist 6/15/2017 6/30/2017 Complete Alliant Reform Review 6/15/2017 7/1/2017 Complete Alliant Reform Review Document Provided Client 7/1/2017 7/1/2017 Complete Alliant Results sent to Client. Any necessary plan change recommendations made. Renewal and Marketing Discuss approach, priorities, key dates and deliverables 1/1/17 June 2017 Alliant/Client Request/receive full census data 3/1/17 3/31/17 Complete Alliant/Client/Carriers Request Renewal Census Prepare bid specifications 4/1/17 4/15/17 Complete Alliant Request updated carrier information (Client) 4/1/17 5/17 Complete Alliant All carrier enrollment and annual reporting Send out requests for proposals (RFP) 4/16/17 20/14 Alliant Receive marketing results/Options 5/5/17 './ Alliant Renewal for Client 1/1/2018 Perform Preliminary Underwriting 6/1/17 6/15/1 Alliant Finalize underwriting with data through June or July Present preliminary renewal/ marketing results June/July 2017 Alliant/Client Insurance Committee Review contracts 10/1/17 December 2017 Alliant/Carriers New contracts, EOC's SPD's - received up to 90 days after renewal Review ACA (Healthcare Reform) impact and fees 6/1/17 6/15/17 In -process Alliant Consder any fees with renewal calculations Finalize plan design, carrier and funding 8/1/17 8/1/17 Alliant/Client Notify carriers of plan design changes/carrier changes 8/1/17 8/1/17 Alliant ESI requires renewals information - no later than 8/1/16 Begin implementation with carriers 8/1/17 9/15/17 Alliant/Cl ient/Carners Plan year design, Change Control and Client approvals 8/1/17 8/15/2017 Rates and zip code files Integration Testin Communications to load 8/1/17 8/29/2017 User Acceptance Testing 8/1/17 8/29/2017 Open Enrollment is set to begin on 8/29/2016 and end 9/16/2016 at midnight PST. Plan changes are due to AFA 60 days in advance. Dates to note: Files due to the carriers TBD TBD Communications Draft o en enrollment communication materials 1 7/15/17 1 8/15/2017 1 1 Alliant Print final employee communication material TBD TBD Alliant Transitioning to eletronic materials. Printing will be minimal com ared to previous years Estimated dates are fluid and subject to change Deliverablefrask Target Start Date Target End Date Status Responsibility Notes Discuss open enrollment administration and strategy May 2017 Ma -17 Com lete Client/Alliant/AFA Initial meeting has already taken place Payroll design/configure Jan/Feb 2017 Fed/March 2017 In process ClientA/Alliant Schedule open enrollment meetings with carriers/employees TBD TBD Alliant/Carriers Go live online open enrollment 8/29/17 9/16/2017 Client/Alliant/AFA Consider passive Open Enrollment using QuickEnroll Open enrollment Deriod Compliance 8/29/17 9/16/2017 Mandate/Effective Provisions Summary Ian description (SPD) or Wrap Document Alliant Need to obtain SPD's and update wrap IRC 125 non-discrimination testing 8/1/17 Alliant Performed by vendor AFA Domestic Partner Treatment (Affidavit) N/A Alliant N/A Plan sponsors requirement to send notice out annually. Medicare D annual creditable coverage 8/15/17 Alliant Alliant to incorporate in the employee brochure to meet requirements. Plan sponsors requirement to send notice out annually. 8/15/17 Alliant Alliant to incorporate in the employee brochure to meet Federal CHIPRA Notices requirements. Plan sponsors requirement to send notice out annually. /1 7 Alliant/Client Alliant to incorporate in the employee brochure to meet HIPAA Privacy Notices requirements. 1/1/16 Alliant Incorporated in the new Alliant HIPAA toolkit-review HITECH changes to HIPAA and communicate changes annually Self -funded plans more exposure and additional On -going Alliant training requirements on how to handle PHI. FSA plan is considered a self funded plan. HIPAA Trainin HIPAA Business Associate a reements On- oin Alliant/Client Determine BAA and nrovide a reements. 2017/2018 Compliance Requirements Summary of Benefits Coverage (SBC) and Uniform Glossary of covers a/SMM (if needed) 8/15/17 Alliant Disseminate at open enrollment or if mid -year changes. Complete Client Must report the aggregate cost of healthcare coverage ACA W-2 Reporting on w-2. Provided reports and data calculations to complete Report PCORI (patient centered outcomes fee) 6/15/16 7/31/2017 Alliant/Client PCORI reporting - Notify in June Report Reinsurance Fee 11/15/2017 Alliant NA - no reinsurance fee as this is included in the fully insured medical carrier portion 6055/6056 employer reporting 1/1/2017 Alliant/Client County is providing the reporting for all member Districts Monthly Experience Reports 15th of the month 25th of the month Alliant Include Large Claim Reports QTR 1 = March, QTR 2 = June, QTR 3 Sept, QTR 4 Quarterly CRN Reports 20th of the month 28th of the month Alliant Dec Pull Annually for Committee meetings and prior period Utilization Reports 1/1/2017 Complete Alliant comparison ESI Annual Review 3/1/17 Complete Alliant Kaiser PHR and Experience (limited) data Annual) Alliant Spring 2016 Underwritin and analytic Reports June-17 Jul -17 In -process Renewals and anal tics scheduled Estimated dates are fluid and subject to change Benchmarking Snapshot: ABC Company Average Annual Cost By tq ty ut o N N O1 rV r N M O C N N N ao .-0 » � ..i an N +ti � I � HMO PPO ■ABCCompany ■Services ■West (Industry) (Region) Employee Monthly Contributions i. fa a rn 01 Lo W t0 ID 4 i HDHP/HSA 5,000-9,999 employees (Size) Plan Type Tier $ % $ % $ % $ % $ % HMO EmployeeOnly $50 10% $134 25% $102 21% $123 24% $101 18% Family $550 45% $535 38% $454 31% $457 29% $449 30% PPO EmployeeOnly $200 200% $140 23% $120 21% $124 23% $103 18% Family $800 696% $532 37% $474 35% $457 28% $464 29% HDHP/HSA EmployeeOnly $50 8% $99 21% $86 19% $76 17% $79 16% Family $65 5% $396 29% $393 31% $287 22% $357 26% 900 800 700 600 y " v Soo N M 400 w o 300 200 N 1000 Employee Only Family Employee Only Family Employee Only Family Standard HMO PP0250 HSA1500 ■ABCCompany ■ Services (Industry) ■ West (Region) 05,000-9,999 employees ■ Kaiser Benchmark (Size) Demographics Average Age 45 42 41 43 %Male 46% 43% 52% 50% %Female 54% 57% 48% 50% % Enrollment By' %Enrollmentby Plan Type AM ■ EE Onl 22% HMO'. ■ EE+S 61% 17% PPO 19%V ■ EE+C HDHP/HSA 21% ■ Famih Key Trends 2017 Medical and Pharmacy Trend 18% 16% 14% 12% 10% 8% 6% 4% - 2% 0% HMO PPO HSA Rx ■ Aetna ■ Anthem ■ BSCA ■ Cigna I U HC Top Employer Trends: Services West 5,000-9,999 (Industry) (Region) employees (Size) Employer HSA Funding Averages: Employee Only $500 $500 $500 Family $1,000 $1,000 $1,000 %Offering an HSA-Eligible HDHP 51% 59% 64% %Imposing a Spousal Surcharge 5% 5% 16% %Imposing a Tobacco Surcharge 14% 17% 37% % Integrating VB with Core Benefits 42% 31% 22% Standard HMO C $600 500 $486 $513 $548 r0 $500 a T $400 C $300 ER Portion O " $200 EE Portion e $1oD Total Premium a $0 wABCCompany Services WeA 5,0009,999 Kaiser employees Benchmark $1,800 $1./65 $I,ST6 $1,498 $1,600 $IAO° $1,400 $1,210 u $1,200 ER Portion m O $1,aoo a $Boo EE Portion T $600 —_ $aoo Total Premium $200 Ay $0 ABCCompany Services Wes[ 5,000-9,999 Kaiser employees Benchmark T a � $30 $BO �0 25% 20% 2095 20% $300 $150 ABCCompany p m $20 $20 $40 $B+` $ 21% iY $20 $30 $20 1 1 15% $200 $$5 $100 $100 $100 $300 3 $10 Services 0 C $10 $20 10% 5% $10o Sso ` we:t 2F $0 $0 0% $o $0 5,000-9,999 Physician Office Visit Specialist Visit Hospital Coinsurance Hospital Admission rgeny ' emplo— Eme c Room y T $15 $40 $60 $5�$S 5D $150 . ABCCompany a $10 $10 $10 $10 $30 530 530 $30 $100 $100 $100 f? $10 in $40 $30 $300 . Services x $20 Y $5 $30 $40 ' $50 : West 5,000-9 � $0 $0 $0 $0 � employeeeess Tierl/Generic Tier2/Formulary brand Tier3/Non Formulary brand Tier4/Specialty SRirhermnn hmchm4rks i ompnrnhleto henchmarkl 0l,wm than 4enchmarks a DATA not.wa AIP Narrow Network $600 S500 $500 $536 $486 $513 $548 A $400 ER Portion a T C 0 $300 $200 EE Portion y u° $100 Total Premium T � $0 a ABCCompany Services West 5,000-9,999 Kaiser wemployees Benchmark $1,BOo $1,60o $1,400 $1,408 $1,465 $1�576 $1,498 $1,40o u° $1,zoo ER Portion C a • $1,000 $eoo $8W EE Portion $6W y E $4ao $zoo Total Premium i $o — ABCCompany Services West S,wo-9,999 Kaiser employees Benchmark a ° S30 $25 $l0 5zo $60 $40 S40 JS% $35 $35 20% 2045 20% $300 $Z50 $Z50 $Z50 — $150 $1ao $1ao rioo ABCCompany V u0 131 se 1 1 1so 046 $$u0 1serviaeau Z L $oM Physician OBice Vsit Specialistmsit $a Hospital Coinsurance $o Hospital Admission Emergency Room . 5,0009,999 employees T $15 $40 $30 $30 $30 $60 $50 S55$150 ABCCompany C ao x O $10 $10 $10 $10 $30 _ $20 $40 $100 $100 $too $100 SeMaa $30 $20 $50 bleat N jp $0 $0 $0 $0 $0 $0 $0 . 5,000-9,999 employees Tier1/Generic Tier2/Formulary brand Tier3/Non Formulary brand Tier4/Specialty *RKher than htmchmapks 0 Comparahlela hendrm 6 W-nor than benchmarks D Data not availahle PP0250 s'po seoa 5 s a $a. c Q I d V d e $soo Savo $a. S200 sloo ER Portion EE Portion Total Premium S W $0 ($100) ($200) Ae(Many Services West 5,000-9,999 Kaiser employees Benchmark O u $2,000 $1,500 $1,632 $1,884 $1,438 $1,3 ER Portion 6 T $5aa $474 $4n $a64 EE Portion LL($.0) $o (SU.) any Services west employees Benchmark Total Premium $600 $2,000 $1,500 $4,000 ABCCompany c 3 'Csry d c • $400 $zoo $1,soo $1,000 �00 o $1,000 '0°° 8 $2,000 $Soo " $1,000 0 0 services west $0 — In -Network Single $0 In -Network Family $0 $0 . Out -of -Network Single Out -of -Network Family 5,000-9,999 employees >. a d e m e O $30 $20 $30 $25 $25 $25 $50 $400 $3 $20 259b $40 $40 $40 20% 1596 10% 20% 20% 20% $400 $200 . SL60 $150 $150 $300 $250 M $150 $' , 200 $100 $100 $50 ABCCompany Services w u $0 $10 $0 5% ONo $U $0 West Z = $0 S. Physician Office Ysit 0% Specialist USit $0 $0 Hospital (Ain502nce Hospital Adm bSion Emergency Room . 5,000-9,999 employees employees E C, O, A O $4,000 $3,000 $2,.0 $8,000 $61000 $4,000 $8,000 $15,000 $6,000 — $10,000 $4,000 $s,000 ABCCompany Services West $1,000 $2,000 $2,000 o 0 N N O $0 In -Network Single $0 In -Network Fam i ly $0 $0 Out-of-N etwork Single OUt-of-N etwOrk Family . 5,000-9,999 employees T p, O • $15 $30 $10 $10 $10 - $40 $30 $30 $30 $30 2 $0 $60 $50 $50 555 $150 — . $100 $100 $300 $40 $300 — ` ABC Company Services $5 $0 $10 $0 $20 $50 — . $0 $0 West 50 Tierl/Generic $0 Tier2/Formulary brand $0 - $0 — . Tier3/Non FO mulary bran d Tier 4/Specialty 5,000-9,999 employees riWlerllmndnwhmmka &vnlpAtnhletop.nOmafks 0leane+1han1enrhm4r6 0 Rata not mmllahlo PPO1000 $700 $609 C $600 a T O C a O G $Sao 400 $ 300 V. $10 ER Portion ■ EE Port on >, u 51o0 Total Premium o E $0 ABCCompany Services Wes[ 5,0009,999 Kaiser employees Benchmark a+ 0 $1,m0 $1438 $1,W0 $1, $1,354 $1,632 $1,394 CS1,m0 400 Saoo ER Portion m S T $so0 $soo EE Portion E o $ oo $10 $o Total Premium LL ABCCompany Services Wert Kaiser employees enchma,k S60o $2,000 $1,500 $4,000 ' ABCCompany V O .Q $400 $200 $1,500 $1,000 $500 � $1.000 � $500 $3,000 $2,000 $1,000 Wert u. N $0 In -Network Single $0 In -Network Family $0 Out -of -Network Single So Out -of -Network Family s o00 9s999 . , employees 6 u O `o $30 $50 $za $l0 111 Sza $40 S40 $40 .% III 0% 20% M 2m,6 $400 S3oo $200 $uo We Suo � $15a $ $1.Ut Aat Compa ny services wart 'o $B $1a $e sw, $too $o Sso $a Z V C $0 $0 Physician Offi.Mvt 096 Specialistl4sit $0 Hospital Coinsurance $0 HospitalAdmksion Emergency Room 5,000-9,999 , employees uE e a E O $4,000 $3,Oee $2,000 58,000 $6,000 $4,000A .n $B,000 $6,000 $4,000 �' $15,000 $30,000 Ss,000 ' 9 ABCCompany Services o A $1,000 $2,000 $2,000 wen C $0 N In -Network Single $0 In -Network Family $0 Out-of-N etwork Sin gle $0 N Out -of -Network Family 5,0009,999 a ple yeas R$15 6 V • M K S10 S10 $lo $10 $5 1w $40 $30 $2 $100 $30 $30 $30 $60 $se $50 $55 $40 $20 $150 $100 $100 $l00 $300 $So 1 1 1 ABCCompany Servias Wen A $0 0 $0 $0 � $0 Tierl/Generic SO — Tier2/Formularybrand $0 Tier 3/N on Formularybrand $o Tier4/Specialty . 5,000-9,999 _wyaes 0F10-thanhlmchmapks 0Compara6lelahendu—,6 �LwnHth.ab—h—le, 011e1an0tayailablo HSA1500 1 $1- sea. ywoo San Sun $uT $uo O e O 06 o6 ER Portion EE Portion rp C 0 $iW Total Premium a E o ABCCampany Services Wert S 1o,959 employees Kaiser mc6maM $t,wo $lpoo $bnee $1,268 $l,aas ss,ass $1.4aa V $t'300 $l,o0a ER Portion C $a $a. EE Portion £ kW $2. a Total Premium 4 ABCCampany Services West 5,00,959 employees Naiser enc6maM $2,500 $5,000 $4,000 $6,600 ABC Company y a aI o O $21000 $1,500 $1,o00 F $50o ' $4,000 $3,001 $2,000 $1,000 $ ' r•' S3 000 $2, 000 $ 1,W0 $6,400 $6,200 N $6,000 $5,soo N ■ Services west —' $o In-NetwA Single $0 LI In -Network Family $0 Out -of -Network Single $5,6o0 Out -of -Network Family 5,00o-9,999 employees 25% ABC Company Y W G 3 • 20% 20% 20% 20% 20% s% . Services z c o% s% wear o% Coinsu2nce ■ 5,000-9,999 employees ■ ABC Company Y E O E 1 m • $e,000 $6,000 S4,000 $ $15,000 $1:,000 $s,000 $6,000 $6,000 $4,0 $15,000 . $lo,00000 $s,000 — Services west $2,000 N' 52,000 H $0 In -Network Single $0 NetworkFamily $0 Out -of -Network Single $o Out -of -Network Family 5,000-9,999 employees G$10 V C • $15 $10 $lo $lo $30 $5 $40 $30 $20 $10 $30 $30 $30 $20 , $60 $so $so $55 $40 $30 $20 $150 ` $100 $300 $3o0 $100 ' $so ABC Company Servi ces West w So Tierl/Generic $o Twr2/Formularybrand $o Tier3/Non Formulary brand $0 $o Tier4/Specialty, 51000-91999 employees SRklrn than hen6hmar4n 0 Compara61OMbeod,mar6 �IA.unw lhan6rnchmark: 00atanot—RA1. H SA3000 $600 $471 4nca a $480 400 ■ ER Portion O V 530o FEE Portion C O $200 - $too $1 Total Premium a a ABCCompany Services West 5,000-9,999 employees Benchmark O $1,so0 51Aoo -$r�9se $1,269 $y,3os $Lass V At $ 1, $1.01 00 ER Portion A C O $eoo $600 EE Portion T 4 $400 $zoo $0 $10 ABCCompany Services West 5,000-9,999 mployees Total Premium Kaiser Benchmark $2,500 $5,000 S4,000 $8,000 ABCCompeay ?a L • y„ $2,000 $1,500 $1,000 $4,000 $3,000 $2,000 MM $3,000 $2,000 1 1 $4,000 $6,000JU . Servires West d O $500 1 $1.000 ."'^ 1 $1,000 .ten $2.000 $0 In -Network Single $0 In -Network Family $0 Out -of -Network Single $0 Out-Of-NMwOrk Family . 5,000-9,999 employees . ABC COmp1n, Y p 3 25% 2696 sat 2Wk 2Wk 20% . Services z • west c o - u 5a5 fiat Cdnwmnce . B6s,sss employees Y 3 4 E c 'x • $5,000 $4,000 $3,00o $z,000 ' $8,000 $6,000 $4,000 $8,000 $6,000 $4,00o N N $15,000 $10,000 Ss•0oo - ' . - ABCCompany servmas � $1,000 $z,000 $2,000 N west $0 $0 $0 $0 - 5,000-9,999 In -Network Single In -Network Family Out -of -Network Single Out-ot-Net work Family employees T O. V • $12 $10 $e $6 $10 $10 -ST $40 $30 $20 $30 $30 $30 $60 $50 $4n $3n $50 $50 S55 $12n Sion $fin $20Asu1 Sion $100 $100 - ABCCompany $4 $20 AW S4n 1 $2 $10 $0 $10 S2n Wes[ 0 $0 $n $0 Tierl/Generic Tier 2/Formulary brand Tier 3/Non FO1 rmularyb,and Tier 4/Specialty emplo1ees9 0wha11nnhenchmark aCnmpnrnhlelohmchmnka . wnnthan4enchmarka Opatano-hiahle - mb What is Campaign Builder? A set of turnkey templates and resources for producing open enrollment communications that enhance the benefits user experience and your company's benefits brand. Announce Open Enrollment dates & changes Mailed to the home to get employees' attention about OE and reach spouse/partner X. A. Additional Summary of channel to add plan and emphasis on OE coverage information MEETING Presentation for OE meetings and webinars How does it work? >>> 2 CD z u1 t-- LAJ W CCTCBER 15 - 30 Take a closer look at your plan choices for 2016 • Change your benefit elections • Add or drop dependents • Enfoll in Flexible Spending Accounts Open enrollment sessions will be held at several locations — keep an eye on your mailbox for further information H Choose Campaign Elements Basic Campaign OE Email Full Campaign Ak OF Email Benefits OE Presentation Summary Benefits OE Presentation Summary Poster General Themes Appropriate for any company, size or industry. ABSTRACT CIRCLES "Bokeh" lights with benefit plan names 1.� L� x` � 3 BENEFITS Features the core healthcare plans — medical, dental, vision General Themes Appropriate for any company, size or industry. BENEFITS THAT FIT Because benefits shouldn't be one -size -fits all General Themes Appropriate for any company, size or industry. HAPPY Burst of color for overall well-being. Could also tie to wellness program. ILLUSTRATED Whimsical images of open enrollment process 7 F General Themes Appropriate for any company, size or industry. JOURNEYS We each take a different path in life. Benefits support that. BENEr r5 T!0: M IREVEi vW GO- -4.r J. ♦ � � MAoq 2019 W lord dlukmY ttA Fit -0x RFMF Ts rMSui . MFmT z A.- where you're gaing in IBe ipll Fsul4 Q e1-11ly ul �r�lioil hF ulrunlnF gtin rn: SPEED -CHANGE Speed of modern life, benefit changes ahead I Fir A4■ Rpm Demographic Themes Geared towards a specific company culture or demographic. BAY AREA San Francisco Bay Area ffip-A I - 7- t 2 It I CORPORATE Traditional business environment ITS 'tIME W TALM. BE N, 1 1 •' vL I 5 1 1M1* a c• iaar;a& at ypu Irarr'.Ir J04KK# SBRVLA ISHW rya►WU-- ch-cas.fx 2EXK • is 1[[wer4i[w: h['F � L]iixpl�all byY RII-P.M, s[x Iw .I� nru�n open rr�iamr Demographic Themes Geared towards a specific company culture or demographic. MILLENNIAL A casual vibe for the workforce's newest generation Diversity Themes Celebrating employee lifestyles and differences. IDENTIFY 1 Different life scenarios and cultures 6fNEFITS FM YOUR LIFE - yr Y � ti r4oe ■EhF'RS �toc.LBll r. Fdil hYGR11l1�fF=� — polr I4te TBII MId91 S1P■CIN■ �14�4u11 M u����lM {b1n �Pll..ni BENEFVIS. F,R�01FA1h1IE1' 'DYOuRS � A FAMILIES Families come in all shapes and sizes. Diversity Themes Celebrating employee lifestyles and differences. ORIGINS Celebrating native cultures fir. r I Mqt YOUR IIPE s �- * Mika ZMA twmlr ghwk I i%A Id �N+i 6�NE'rY7 EYll�c}rgrt ¢ �FIA� r�. �hrJ�r+-- y,0ue Ilfe 75y1Ilia SM119tl1 ui..n�nW Millai���neAHp�i>ooll..ni Industry Themes Tying your business and benefits together. Alternate images available for lower right photo AGRICULTURE Benefits that grow with you. Adaptable to different segments �111 0Z11Wl New perspective on benefits, choices ahead CHO-M AHEAD c ernes e.e� �'.. - � �'� TYkr a loser Fouts at you INn+ll tDNilNi9ei EINlGII�lR lE Pk7!! trrNM1euM v� disicas isr 2fflK . (aiu ip•.n�deno rt�il Y y.N�zri.r�'..t fell-Pft"s Inr wlYn areix •�.n F+YiYe.e Industry Themes Tying your business and benefits together. EDUCATION - ELEMENTARY Colorful and traditional images, eliciting a warm response EDUCATION - SECW=RYn benefits, choices ahead Industry Themes Tying your business and benefits together. HOSPITAL HEALTH SERVICES - DOCTOR J Alternate images available for lower right photo HOSPITAL -HEALTH SERVICES - NURSE ITS IME FO rA0 BEHEMS - Tnkr 9 rJgrear EahM �! yoar herAl i9i �'r9l0i:M91Tif F.�i WIWM1MAI3-c dw�ces lar 2G%K • fa�ilr�rr[Wirm H[m icll �p1[yxa sxRlhlnF girr a[Oi��ph [-eihrgs[ Industry Themes Tying your business and benefits together. OIL -GAS Wellness Themes Benefits are an important component of your employees' well-being and your company's wellness program. rf ,, ACTIVITY [ 7 n t Aioa y Focal images around healthy activity lie _. TOR i 00u, IPA4 ➢m, livcrl ahaE�es P,�r 2Ux]C o�u I. r1..H�:r�irr f�ra.ia lino RAIIIMP am"9Y W[Ilr�r� +Ninri liiilii[ dY�i !niullinxY lalilmii Focal images around nutrition Custom Do you have a library of high resolution marketing images? You can provide your own photos to make your campaign even more integrated with your corporate brand. TAGLINP GOES HERE Open E-01MVnt! S� lM ah1 IM-I'l OP.- C-11—A g11R W prprl�xa� � aeva.�s�w�en..w • a.s.r..r..a.r • c..rw w..w ueewxraww.... ................. 5'YYY ;logo- Sample Taglines A tagline can tie your campaign together and communicate the focal message of this year's open enrollment. The more generally -focused taglines can be used for more than one year to create an ongoing cohesive benefits message and brand. A benefits theme/message generally has a shelf life of one to three years. BALANCED CHOICES YOUR BENEFITS. YOUR CHOICE. TUNE IN AND BENEFIT FOCUS ON BENEFITS LIVE WELL. BE HAPPY. PROTECTING WHAT'S IMPORTANT See more choices in AlIiant's Tagline Index! 19 ■AIRant EMPLOYEE BENEFITS CASE STUDY Case Study: Campaign Elements TECH20 Open Enrollment email series (4) • Postcard mailed to the home • Benefits Summary Brochure • Open Enrollment PowerPoint Presentation • Poster Company Website �;,.I owe�ryc AllGbfFH7PQ.A49LLY _ ,, SLCrHC wrsrnE RtJRIf}E iN F�l.`erei 1 rr.� Frrure•c .n:r.m y � irx w•[l.. w...r F.dN Ws[4�1Ya�'FxY� x 5L6scm 1[w eoa �[FW1 �h�m elpsbrY. WhlY aYW�111nsn pt'dY•n aNs>t[s F�slgeY gpdw f 750aw0 �R. �[Y. «�[ W wa JANVARY N15: 1 RAVING UPDATE •°[iP"""� _ �'p0 'S— [•..:-.:-: e�ue rw [.[.n c�mwmwwrd wMl�dNs Fdyg aMa6 iYnGun Cxry CEOs in Nepm irA.c n.nW b��sr4 \d Nrw.wd unV !/n lkxtiXsul l5 van luf sw� e•eFrryn•xpxltl�sp rn Yvg�ni/[is iti wu Sx al Wr•I u6 srywN soe+iuN��tiV! !`A[weRw. Mids 94Lhw md•• I�[Mn mw•Luw 3=!•uh'N+5 ir�b.• pxp•d�wopmYs xrwsw xad lv wn �a ���9 �i��+W WYs[ Wsu. �wswrf �+�$ I+. luve r 1«n pywrw � m ern ur s«rns d lryp.[s.! Chose Millennial Theme Accent CR ■ 21 Postcard Z76;vr, TECH20 Take a clase► look TECH2o benef115"designed to meat your urnque Heel no matter where you are In Ilre. Tyke Ime to learn more one or the lollowIng 2015 Open Ergulhnerd sessW-s: • San Francisco: March sth and loth • Atlanta: March I Ith - Mach 13th • Seattle: March 15th This Is your chance to ask questions and find out more about the benettts of our HSA plan. Matte sure to complete any enrollment changes by Friday. March 20th. 07 iW " r4,6,D7 Full Campaign EMAIL TECH2O TAKE A CLOSER LOOK open Enrallmeor; Save the Qale'- Benefit O;Fm Entofte nl begms on Mor" I �b.+frsYnw. x+�ef�pp�rwgx•M annK p�w�n�Yw mw�wrcnYr �wp.�r'• aef pp aRIXryK�PM �ggpr L 'hp�drYwliM C.ra rryge WrRaflafw larHWnNM • �>rn pa�M �vp blYaYy m•wrP TECH20. OE PRESENTATION POSTCARD BENEFITS SUMMARY POSTER Enrol[ by March 20th 23 2018 Employee Benefits Overview c I TABLE OF CONTENTS WhoCan You Cover?....................................................................................................................................3 Medical.....................................................................................................................................................4 PrescriptionDrugs.......................................................................................................................................5 Getting Care When You Need It Now...............................................................................................................6 Flexible Spending Account(FSA)....................................................................................................................7 Vision.......................................................................................................................................................8 Dental.......................................................................................................................................................9 LifeInsurance...........................................................................................................................................10 DisabilityInsurance...................................................................................................................................11 OtherPrograms.........................................................................................................................................12 Costof Coverage.......................................................................................................................................13 ForAssistance..........................................................................................................................................14 PlanContacts...........................................................................................................................................15 WordsYou Need to Know............................................................................................................................16 Look -Back Measurement Method..................................................................................................................17 Important Plan Notices and Documents..........................................................................................................18 Medicare Part D Notice: If you (and/or your dependents) have Medicare or will become eligible for Medicare in the next 12 months, a federal law gives you more choices about your prescription drug coverage. Please see the Annual Notices on the benefits page of TechNet for more details. 1 We've Got You Covered At Tech20 we value your contributions to our success and want to provide you with a benefits package that protects your health and helps your financial security, now and in the future. We continually look for valuable benefits that support your needs, whether you are single, married, raising a family, or thinking ahead to retirement. We are committed to giving you the resources you need to understand your options and how your choices could affect you financially. This guide is an overview and does not provide a complete description of all benefit provisions. For more detailed information, please refer to your plan benefit booklets or summary plan descriptions (SPDs). The plan benefit booklets determine how all benefits are paid. A list of plan contacts is included at the back of this guide. The benefits in this summary are effective: January 1, 2018 - December 31, 2018 E Who Can You Cover? h. WHO IS ELIGIBLE? In general, Full-time employees working 22 or more hours per week are eligible for the benefits outlined in this overview. In order to comply with the Affordable Care Act (ACA), Tech20 generally determines your eligibility for benefits based using the Look -Back Measurement Method. Refer to the Look -Back Measurement Method section of this guide for additional information on how your eligibility is determined. You can enroll the following family members in our medical, dental and vision plans. • Your spouse (the person who you are legally married to under state law, including a same -sex spouse.) • Your same or opposite sex domestic partner is eligible for coverage if you have completed a Domestic Partner Affidavit. Please review the affidavit guidelines. The Cost of Coverage section explains the tax treatment of domestic partner coverage. • Your children (including your domestic partner's children): o Under age 26 are eligible to enroll in medical coverage. They do not have to live with you or be enrolled in school. They can be married and/or living and working on their own. o Over age 26 ONLY if they are incapacitated due to a disability and primarily dependent on you for support. o Named in a Qualified Medical Child Support Order (QMCSO) as defined by federal law. Please refer to the Summary Plan Description for complete details on how benefits eligibility is determined. �I i i I I ili WHO IS NOT ELIGIBLE? Family members who are not eligible for coverage include (but are not limited to): • Parents, grandparents, and siblings. • Any individual who is covered as an employee of Tech20 cannot also be covered as a dependent. • Employees who work fewer than 22 hours per week, temporary employees, contract employees, or employees residing outside the United States. ENROLLMENT PERIODS Coverage for new full-time employees begins on the 1st of the month following date of hire. New employees who do not make an election within 31 days of becoming eligible will be enrolled for single coverage in the core medical plan. After that, Open Enrollment is the one time each year that employees can make changes to their benefit elections without a qualifying life event. Notify Human Resources within 31 days if you have a qualifying life event and need to add or drop dependents outside of Open Enrollment. Life events include (but are not limited to): • Birth or adoption of a baby or child • Loss of other healthcare coverage • Eligibility for new healthcare coverage • Marriage or divorce 3 Medical Medical coverage provides you with benefits that help keep you healthy, like preventive care screenings and access to urgent care. It also provides important financial protection if you have a serious medical condition. Kaiser HMO Aetna HMO Aetna PPO In -Network In -Network In -Network Out -Of -Network Annual Deductible None None $200 per individual, $200 per individual, up to $400 per up to $400 per family (combined family (combined with out -of -network) with in -network) Annual Out -of -Pocket $1,500 per $1,000 per $2,200 per $5,200 per Max individual, up to individual, up to individual, up to individual, up to $3,000 per family $2,000 per family $4,400 per family $10,400 per family (combined with out - of -network) Lifetime Max Unlimited Unlimited Unlimited Unlimited Office Visit Primary Provider $20 copay $20 copay $20 copay Plan pays 70% after (deductible waived) deductible Specialist $20 copay $20 copay $20 copay Plan pays 70% after (deductible waived) deductible No charge No charge Plan pays 70% after Preventive Services No charge (deductible waived) deductible Chiropractic Care $10 copay (limited $15 copay (coverage $20 copay Plan pays 70% after to 40 visits per limited to 30 visits (deductible waived, deductible (coverage calendar year; per calendar year) coverage limited to limited to 20 visits combined with 20 visits per per calendar year, acupuncture visits) calendar year, combined with in - combined with out- network) of -network) Lab and X-ray No charge Lab: No charge X- Lab: $20 copay Plan pays 70% after Ray: $10 copay after deductible; deductible MRI, CT, PET: Plan pays 90% after deductible; Diag X- Ray: $45 copay after deductible Inpatient No charge $100 copay Plan pays 90% after Plan pays 70% after Hospitalization deductible deductible Outpatient Surgery $20 copay per $100 copay Plan pays 90% after Plan pays 70% after procedure deductible deductible Emergency Room $50 copay (waived $100 copay (waived Plan pays 90% after Plan pays 90% after if admitted) if admitted) $100 copay; $100 copay; deductible waived; deductible waived; (copay waived if (copay waived if admitted) admitted) rd Prescription Drugs Pharamser Prescription drug coverage provides a benefit that is important to your overall health, whether you need a prescription for a short-term health issue like bronchitis or an ongoing condition like high blood pressure. Here are the prescription drug benefits that are included with our medical plans. Kaiser HMO Aetna HMO Aetna PPO In -Network In -Network In -Network Out -Of -Network Prescription Drug $0 $0 $0 $0 Deductible Pharmacy Generic Preferred Brand $10 copay $20 copay Non -preferred Brand n/a Supply Limit up to a 30-day supply $10 copay $25 copay $40 copay Up to a 30-day supply $10 copay $25 copay $45 copay up to a 30-day supply $10 copay + Plan pays 80% of billed charges $25 copay + Plan pays 80% of billed charges $40 copay + Plan pays 80% of billed charges up to a 30-day supply Mail Order Generic $20 copay $20 copay $20 copay Not covered Preferred Brand $40 copay $50 copay $50 copay Not covered Non -preferred Brand n/a $80 copay $90 copay Not covered Supply Limit up to a 100-day Up to a 90-day up to a 90 day- N/A supply supply supply 5 Getting Care When You Need It Now WHEN TO USE THE ER The emergency room shouldn't be your first choice unless there's a true emergency —a serious or life threatening condition that requires immediate attention or treatment that is only available at a hospital. WHEN TO USE URGENT CARE Urgent care is for serious symptoms, pain, or conditions that require immediate medical attention but are not severe or life -threatening and do not require use of a hospital or ER. Urgent care conditions include, but are not limited to: earache, sore throat, rashes, sprains, flu, and fever up to 1040. WHEN YOU NEED CARE NOW What do you do when you need care right away, but it's not an emergency? Kaiser Permanente Plan Participants • Call Kaiser's 24/7 NurseLine at 800-464-4000 • Find an urgent care center by visiting kp.org Aetna Medical Plan Participants • Call Aetna's 24/7 NurseLine at 800-977-0027 • Find an urgent care center by visiting Aetna.com/ca GET A VIDEO HOUSE CALL You can video chat with a doctor from the comfort of their own homes, without an appointment. InstaDoc provides 24/7 access to U.S. board -certified physicians, for the fraction of the cost of an office visit. Physicians can treat a host of common illnesses quickly and effectively through a real-time video visit. They can even send prescription orders to your local pharmacy. For more information, visit i nstadoc.com. PREVENTIVE OR DIAGNOSTIC? Preventive care is intended to prevent or detect illness before you notice any symptoms. Diagnostic care treats or diagnoses a problem after you have had symptoms. Be sure to ask your doctor why a test or service is ordered. Many preventive services are covered at no out-of-pocket cost to you. The same test or service can be preventive, diagnostic, or routine care for a chronic health condition. Depending on why it's done, your share of the cost may change. Whatever the reason, it's important to keep up with recommended health screenings to avoid more serious and costly health problems down the road. GOING ABROAD? When you travel overseas, you can rely on World Health. This program offers access to an international network of participating doctors and hospitals for a broad range of medical care services. For non -emergency medical care outside the U.S, call WorldHealth collect at 800-999-9999. The center is available 24/7, and is staffed with multilingual representatives who can help coordinate your medical care. C. Flexible Spending Account (FSA) A Flexible Spending Account lets you set aside money —before it's taxed —through payroll deductions. The money can be used for eligible healthcare and dependent day care expenses you and your family expect to have over the next year. The main benefit of using an FSA is that you reduce your taxable income, which means you have more money to spend. And reimbursements from your FSA accounts are tax-free. The catch is that you have to use the money in your account by our plan year's end. Otherwise, that money is lost, so plan carefully. You must re -enroll in this program each year. Custom Benefit Administrators administers this program. MPORTANT CONSIDERATIONS • There's no "crossover" spending allowed between the healthcare and dependent care accounts. • Expenses must be incurred between 01/01/18 and 01/01/19 and submitted no later than 03/31/19. • Elections cannot be changed during the plan year, unless you have a qualified change in family status (and the election change must be consistent with the event). • You can keep (roll-over) up to $500 of unused money for use in the next plan year. Unused amounts above $500 will be lost, so it is very important that you plan carefully before making your election. • FSA funds can be used for eligible expense incurred by you, your spouse, and your tax dependents only. Your spouse or tax dependent children do not have to be covered on the Tech20 health plan. • You cannot obtain reimbursement for eligible expenses for a domestic partner or their children, unless they qualify as your tax dependents (Important: questions about the tax status of your dependents should be addressed with your tax advisor). • Keep your receipts as proof that your expenses were eligible for IRS purposes. TAX-FREE HEALTHCARE FSA Eligible expenses include medical, dental, and vision costs including plan deductibles, copays, coinsurance amounts, and other non -covered healthcare costs for you and your tax dependents. You may access your entire annual election from the first day of the plan year and you can set aside up to $2,600 per year. TAX-FREE DEPENDENT CARE FSA Eligible expenses may include daycare centers, in - home child care, and before or after school care for your dependent children under age 13. Other individuals may qualify if they are your tax dependent and are incapable of self -care. It is important to note that you can access money only after it is placed into your dependent care FSA account. All caregivers must have a tax ID or Social Security number. This information must be included on your federal tax return. If you use the dependent care reimbursement account, the IRS will not allow you to claim a dependent care credit for reimbursed expenses. Consult your tax advisor to determine whether you should enroll in this plan. You can set aside up to $5,000 per household for eligible dependent care expenses for the year. 7 Vision Routine vision exams can not only correct vision, but also detect more serious health conditions. We offer you a vision plan through Vision Service Plan. VSP Vision Out -Of -Network Examination Benefit $10 copay Reimbursed up to $45 Frequency 12 months 12 months Materials $25 copay I $25 copay Eyeglass Lenses Single Vision Lens No charge after applicable copay Reimbursed up to $30 Bifocal Lens No charge after applicable copay Reimbursed up to $50 Trifocal Lens No charge after applicable copay Reimbursed up to $65 Frequency 12 months 12 months Frames Benefit Coverage limited to $150 for featured Reimbursed up to $70 brands, $130 for all other brands Frequency 24 months 24 months Contacts (Elective) Benefit Coverage limited to $130 Reimbursed up to $105 Frequency 12 months (In lieu of lenses and frames) 12 months (In lieu of lenses and frames) S Life Insurance If you have loved ones who depend on your income for support, having life and accidental death insurance can help protect your family's financial security and pay for large expenses such as housing and education, as well as day-to-day living expenses. LIFE AND AD&D Basic Life Insurance pays your beneficiary a lump sum if you die. AD&D provides another layer of benefits to either you or your beneficiary if you suffer from loss of a limb, speech, sight, or hearing, or if you die in an accident. The cost of coverage is paid in full by the company. Coverage is provided by Anthem Blue Cross. Basic Life Amount 1x pay up to a maximum of $200,000 Basic AD&D 1x pay up to a maximum of Amount $200,000 NOTES BUSINESS TRAVEL ACCIDENT INSURANCE Business Travel Accident Insurance provides a variety of benefits to assist you while you're traveling for business. Benefits include assistance with returning to the US in the case of an emergency, or help if you've lost your passport. It also pays a benefit if you were to die while on company business. Coverage is provided by Anthem Blue Cross. Travel Class 1: $1,000,000 Accident Life Class 2: $500,000 Amount Beneficiary Reminder: Make sure that you have named a beneficiary for your life insurance benefit. It's important to know that many states require that a spouse be named as the beneficiary, unless they sign a waiver. Evidence of Insurability: If you select a coverage amount above a certain limit, you will need to submit an Evidence of Insurability form with additional information about your health in order for the insurance company to approve this higher amount of coverage. A life insurance benefit of $50,000 or more is a taxable benefit. You will see the value of the benefit included in your taxable income on your paycheck and W-2. ce Disability Insurance If you become disabled and cannot work, your financial security may be at risk. Protecting your income stream can provide you and your family with peace of mind. SHORT-TERM DISABILITY INSURANCE Short -Term Disability (STD) coverage pays you a benefit if you temporarily can't work because of an injury, illness, or maternity leave. Benefits may be reduced by income from other income sources such as paid time off. Your doctor and the insurance company will work together to determine how long benefits are payable, based on your condition. Coverage is provided by Anthem Blue Cross. Weekly Benefit Amount Plan pays 60% Maximum Weekly $1,000 Benefit Benefits Begin After: Accident 7 days of disability Sickness 7 days of disability Maximum Payment 12 weeks Period* *Maximum payment period is based on the first day you are disabled, not when benefits begin. LONG-TERM DISABILITY INSURANCE Long -Term Disability (LTD) coverage pays you a certain percentage of your income if you can't work because an injury or illness prevents you from performing any of your job functions over a long time. It's important to know that benefits are reduced by income from other benefits you might receive while disabled, like workers' compensation and Social Security. If you qualify, long-term disability benefits begin after short-term disability benefits end. Coverage is provided by Anthem Blue Cross. Monthly Benefit Amount Plan pays 60% Maximum Monthly Benefit $5,000 Benefits Begin After: Accident 90 days of disability Sickness 90 days of disability Maximum Payment Period* To age 65 *The age at which the disability begins may affect the duration of the benefits. 11 Other Programs EMPLOYEE ASSISTANCE PROGRAM There are times when everyone needs a little help or advice. The confidential Employee Assistance Program (EAP) through CONCERN EAP can help you with things like stress, anxiety, depression, chemical dependency, relationship issues, legal issues, parenting questions, financial counseling, and dependent care resources. Best of all, it's free. Help is available 24/7, 365 days a year by telephone at800-123-4567. Other resources are available online at concern-eap.com. When you log in, enter tech20 as your user name. In -person counseling may also be available, depending on the type of help you need. The program allows you and your family/household members up to 3 visits per incident. Additional benefits are available through your medical plan. Review your medical benefit summary for more information. COMMUTER BENEFITS Advantech offers a Commuter Benefit program through BASIC Pacific to help reduce your commuting expenses. The IRS allows you to set aside pre-tax dollars to pay for your qualified parking and commuting expenses. You can set aside up to $255 per month for public transit expenses (e.g., buses and trains, excluding carpool and bridge tolls) and up to $255 per month for parking expenses (these amounts may be adjusted throughout the year due to legislative changes). You may enroll in the plan at any time through the online enrollment portal. ►j) LONG TERM CARE PLAN Tech20 provides you with Long Term Care (LTC) coverage that allows you to purchase coverage for your family members and a higher level of coverage for yourself. Long Term Care insurance pays benefits when a physician certifies that you are unable to perform (without substantial assistance), two of six activities of daily living for at least 90 days, or that you require substantial supervision to protect yourself and others from threats to health or safety due to severe cognitive impairment. Coverage is provided by LTC Inc. Please refer to the Summary Plan Description for further details. 401W RETIREMENT SAVINGS In addition to benefits that provide security for today, Advantech helps you plan for your future with a 401(k) plan that allows you to save tax -deferred dollars toward your retirement. Your contributions are automatically deducted from your paycheck on a pretax basis, so you save money in two ways: you put away money for your future, and you pay less in current taxes. You decide how to invest your account among several fund options offered by the plan. 12 Cost of Coverage Tech20 pays most of the cost of coverage for Medical, Vision and Dental, and pays the full cost of basic Life, AD&D, STD, and LTD coverage. You share in the cost of coverage for other plans and coverage levels. In general, you pay for health coverage before federal, state, and social security taxes are withheld, so you pay less in taxes. Please note that unless your domestic partner is your tax dependent as defined by the IRS, contributions for domestic partner coverage must be made after-tax. Similarly, the company contribution toward coverage for your domestic partner and his/her dependents will be reported as taxable income on your W-2. Contact your tax advisor for more details on how this tax treatment applies to you. Notify Tech20 if your domestic partner is your tax dependent. Costs are per pay period and rounded to the nearest whole dollar. MEDICAL Total Cost Your Cost Employee Only $562 $144 Employee + Spouse $1,238 $361 Employee + Children $1,013 $304 Employee + Family $1,744 $534 DENTAL Total Cost Your Cost Employee Only $40 $6 Employee + Spouse $81 $19 Employee + Children $97 $24 Employee + Family $149 $37 VISION Total Cost Your Cost Employee Only $6 $1 Employee + Spouse $12 $2 Employee + Children $12 $4 Employee + Family $19 $6 13 For Assistance YOUR BENEFITS PORTAL TechNet gives you 24/7 access to benefits information and other resources to help you understand your benefits. You can also use this site to select your benefits during Open Enrollment and to make most qualifying event changes to your coverage. To access the portal, go to: technet.com MEET BEN -IQ Ben -IQ is a free app that includes much of the information that's included in this overview, but in a place that's always at your fingertips - your smartphone. Ben -IQ is available for Android and iPhone. Simply download Ben -IQ and enter the Employer Key tech20. Take a tour of Ben -IQ and review plan summaries, and important contacts like our nurse line and EAR Store and organize ID cards using your phone's camera, and much more! Be sure to share Ben -IQ with your covered family members and caregivers too. YOUR BENEFIT ADVOCATE Tech20 offers you confidential access to Benefit Advocates who can help you with benefit questions or resolving claim issues: Sara Smiley sara.smiley@alliant.com 888.234.5678 8:00 a.m.-4:30 p.m., M-F Please note that Benefit Advocates cannot generally help with our retirement program or Long Term Care. Please contact Benny Fitz (ben ny.fitz@tech20.com) for questions related to these benefits. Benefit Advocates are a service provided by Alliant Employee Benefits. 14 Plan Contacts If you need to reach our plan providers, here is their contact information: Plan Type Provider Phone Number Website Policy/Group # Medical Aetna PPO: (877) 204-9999 aetna.com 12345 HMO: (800) 445-5555 Kaiser (800) 464-4949 kp.org CA North: 91111 CA South: 323232 Dental Anthem (877) 567-2323 anthem.com/ca/mydental 123987 Vision Vision (800) 877-8787 vsp.com 30010861 Service Plan Life Insurance Anthem (800) 813-7676 anthem.com/ca Disability Anthem (800) 481-6655 anthem.com/ca Business Travel The (800) 243-1111 accidentlines.com Accident Hartford Travel World U.S. & Canada: (800) world health-usa.com Assistance Health 243-2424 Flexible BASIC (800) 574-4545 Basicpacific.com Spending Pacific Accounts & Commuter Benefits Employee CONCERN (888) 209-2222 concern-eap.com Assistance EAP Program 401(K) Plan Fidelity (800) 835-4444 401k.com Life: 12345 AD&D: 54321 STD: 565656 LTD: 454545 ETB-76543 N/A N/A N/A 15 Words You Need to Know Health insurance seems to have its own language. You will get more out of your plans if understand the most common terms, explained below in plain English. MEDICAL PRESCRIPTION DRUG OUT-OF-POCKET COST - A healthcare expense you BRAND NAME - A drug sold under its trademarked are responsible for paying with your own money, name. For example, Lipitor is the brand name of a whether from your bank account, credit card, or common cholesterol medicine. You generally pay a from a health account such as an HSA, FSA or HRA. higher copay for brand name drugs. DEDUCTIBLE - The amount of healthcare expenses you have to pay for with your own money before your health plan will pay. The deductible does not apply to preventive care and certain other services. COINSURANCE - After you meet the deductible amount, you and your health plan share the cost of covered expenses. Coinsurance is always a percentage totaling 100%. For example, if the plan pays 70% coinsurance, you are responsible for paying your coinsurance share, 30% of the cost. COPAY - A set fee you pay whenever you use a particular healthcare service, for example, when you see your doctor or fill a prescription. After you pay the copay amount, your health plan pays the rest of the bill for that service. IN -NETWORK / OUT -OF -NETWORK - Network providers (doctors, hospitals, labs, etc.) are contracted with your health plan and have agreed to charge lower fees to plan members, as negotiated in their contract with the health plan. Services from out -of -network providers can cost you more because the providers are under no obligation to limit their maximum fees. With some plans, such as HMOs and EPOs, services from out -of -network providers are not covered at all. OUT-OF-POCKET MAXIMUM - The most you would pay from your own money for covered healthcare expenses in one year. Once you reach your plan's out-of-pocket maximum dollar amount (by paying your deductible, coinsurance and copays), the plan pays for all eligible expenses for the rest of the plan year. GENERIC DRUG - A drug that has the same active ingredients as a brand name drug, but is sold under a different name. For example, Atorvastatin is the generic name for medicines with the same formula as Lipitor. You generally pay a lower copay for generic drugs. PREFERRED DRUG - Each health plan has a list of prescription medicines that are preferred based on an evaluation of effectiveness and cost. Another name for this list is a "formulary." The plan may charge more for non -preferred drugs or for brand name drugs that have generic versions. Drugs that are not on the preferred drug list may not be covered. DENTAL BASIC SERVICES - Dental services such as fillings, routine extractions and some oral surgery procedures. DIAGNOSTIC AND PREVENTIVE SERVICE` - Generally include routine cleanings, oral exams, x- rays, and fluoride treatments. Most plans limit preventive exams and cleanings to two times a year. MAJOR SERVICES - Complex or restorative dental work such as crowns, bridges, dentures, inlays and onlays. 16 Look -Back Measurement Method You and your dependents are eligible for the medical plan if you are a full-time employee. A full-time employee is generally an employee who works on average 130 hours per month, as defined by the ACA. Hours that count toward full-time status include each hour for which an employee is paid or entitled to payment for the performance of duties for the employer, and each hour for which an employee is paid or entitled to payment for a period of time during which no duties are performed due to vacation, holiday, illness, incapacity (including disability), layoff, jury duty, military duty, or leave of absence. ACA full-time status can affect or determine medical benefits eligibility but is not a guarantee of benefits eligibility. Tech20 uses the Look -Back Measurement Method to determine whether an employee meets this eligibility threshold. NEW EMPLOYEES New employees hired to work full-time If you are hired as a new full-time employee (work on average 130 or more hours a month), you and your dependents are generally eligible for group health plan coverage as of 60 days. New employees hired to work a variable hour or seasonal schedule If you are hired into a part-time position, a position where your hours vary and Tech20 is unable to determine — as of your date of hire — whether you will be a full-time employee (work on average 130 or more hours a month), or you are hired as a seasonal employee who will work for six (6) consecutive months or less (regardless of monthly hours worked), you will be placed in an initial measurement period (IMP) of 12 months to determine whether you are a full-time employee. Your 12-month IMP will begin on the first of the month following your date of hire and will last for 12 months. If, during your IMP, you average 30 or more hours a week over that 12-month period, you will be full time and, if otherwise eligible for benefits, you will be offered coverage by the first of the second month after your IMP ends. Your full-time status will remain in effect during an associated stability period that will last 12 months from the date that status is determined. If your employment is terminated during that stability period, and you were enrolled in benefits, you will be offered coverage under COBRA. ONGOING EMPLOYEES Tech20 uses the look -back measurement method to determine group health plan eligibility for ongoing employees. An ongoing employee is an individual who has been employed for an entire standard measurement period. A standard measurement period is the 12-month period of time over which Tech20 counts employee hours to determine which employees work full-time. An employee is deemed full-time if he or she averages 130 or more hours a month over the 12- month standard measurement period. Those employees who average 130 or more hours a month over the 12-month standard measurement period will be full-time and, if otherwise eligible for benefits, offered coverage as of the first day of the stability period associated with the standard measurement period. Full-time status will be in effect for a 12-month stability period. If your employment is terminated during a stability period, and you were enrolled in benefits, you will be offered continued coverage under COBRA. Tech20 uses the standard measurement period and associated stability period annual cycle set forth below. Measurement Period: Time to November 1 - determine if you work 130+ October 31 hours per month on average - used to establish if you are "full- time" or "part-time" for medical eligibility Stability Period: Time during January 1 - which you will be considered December 31 "full-time" or "part-time" for medical plan eligibility - based on hours worked during preceding Measurement Period 17 Important Plan Notices and Documents CURRENT HEALTH PLAN NOTICES Notices must be provided to plan participants on an annual basis and are available on the benefits page of our Tech Net intranet and include: • Medicare Part D Notice Describes options to access prescription drug coverage for Medicare eligible individuals. • Women's Health and Cancer Rights Act Describes benefits available to those that will or have undergone a mastectomy. • Newborns' and Mothers' Health Protection Act Describes the rights of mother and newborn to stay in the hospital 48-96 hours after delivery. • HIPAA Notice of Special Enrollment Rights Describes when you can enroll yourself and/or dependents in health coverage outside of open enrollment. -ice of Privacy Practices Describes how health information about you may be used and disclosed. Describes right to extended dependent medical coverage during student leaves. • Notice of Availability of Alternative Standard for Wellness Plans Describes right to alternatives ways of participating in employer's wellness program. • Premium Assistance Under Medicaid and the Children's Health Insurance Program (CHIP) Describes availability of premium assistance for Medicaid eligible dependents. • Nondiscrimination and Accessibility Requirements Notice Describes organization's compliance with Federal non-discrimination laws along with communication and language assistance services COBRA CONTINUATION COVERAGE You and/or your dependents may have the right to continue coverage after you lose eligibility under the terms of our health plan. Upon enrollment, you and your dependents receive a COBRA Initial Notice that outlines the circumstances under which continued coverage is available and your obligations to notify the plan when you or your dependents experience a qualifying event. Please review this Notice carefully to make sure you understand your rights and obligations. CURRENT PLAN DOCUMENTS Important documents for our health plan and retirement plan are available on the benefits page of our Tech Net intranet and include: Summary Plan Descriptions A Summary Plan Description (SPD) is the legal document for describing benefits provided under the plan as well as plan rights and obligations to participants and beneficiaries. The following Summary Plan descriptions is/are available: • Tech20 Group Health and Welfare Summary of Benefits and Coverage A Summary of Benefits and Coverage (SBC) is a document required by the Affordable Care Act (ACA) that presents benefit plan features in a standardized format. The following SBCs are available on the benefits page of our Tech Net intranet: • Aetna PPO and HMO and Kaiser HMO Paper copies of these documents and notices are available if requested. If you would like a paper copy, please contact Human Resources. Statement of Materia Modifications This enrollment guide constitutes a Summary of Material Modifications (SMM) to the Tech20 Group Health Plan. It is meant to supplement and/or replace certain information in the SPD, so retain it for future reference along with your SPD. Please share these materials with your covered family members. I'? TECH I No TECH20 123 Mega Way Tech City CA 99999 Benefits just for you Tech20 benefits are designed to meet your unique needs no matter where you are in life. Take a few minutes during open enrollment to customize your coverage for the coming year. • Are your benefits meeting your current needs? Do you need to change medical plans, add dental, or increase your life insurance coverage? Now's your chance! • Take a few minutes to visit the enrollment center at techMcom/enroll • Review the benefits and contributions taking effect on January 1 • If you want to enroll in the Flexible Spending accounts for next year, you must make a new election. Don't delay — the deadline is October 30 Ben Gineer 1000 Oak Drive #5 Erewhon, CA 54321 i e — O I1� W O v W a J 4f 0 ook your benefit choices for next year • Add, drop, or update your benefits • Adjust your dependents • Enroll in Flexible Spending Accounts I to ask questions and find out mo a t the benefits of our HSA plan I J C TECH2O TAKE A CLOSER LOOK owpevt, evwoUmevvt Ls k ere ! l OPEN ENROLLMENT: OCTOBER 15 - OCTOBER 30 TECH2O benefits are designed to meet the changing needs of your life. This year, you need to be aware of a few important changes to your benefits. Take some time to review all your benefit materials so that you understand the changes and what you need to do. Make sure to include your spouse or partner in the review if they will covered under our plan. This email provides the highlights. You'll receive more detailed information in a packet mailed to your home and in upcoming emails and on-site/online meetings. OPEN ENROLLMENT FACTS Open Enrollment is your once -a -year opportunity to review existing benefit elections and: • Change your plan choices • Add or drop dependents • Enroll or re -enroll in Flexible Spending Accounts IMPORTANT! During Open Enrollment, you are selecting your benefits for January 1 — December 31. After Open Enrollment ends, you cannot change your benefit elections until the next Open Enrollment, unless you have a "qualified status change" like a change in your marital status or the birth of a baby or loss of coverage. WHAT'S CHANGING? • IRS Increases: The IRS has released maximums for Health Savings Account. You will be able to contribute $3,400 for individuals (a $50 increase from last year) and $6,750 for families. • Our new Basic Life and Accidental Death & Dismemberment (AD&D) and Long Term Disability (LTD) carrier will be The Hartford. GET MORE INFORMATION Visit the TechConnect Portal TechConnect.com Username: first initial last name (e.g., the username for Jane Smith would be jsmith) Password: your last -saved password (case -sensitive) If you want to: • Compare plans, review your Employee Benefits Overview • Review detailed benefits, access our plan documents such as Summary Plan Descriptions (SPDs), Benefits Summaries, and Summary of Benefits & Coverage (SBCs) • Learn more about our High Deductible Health Plan, watch our Vimeo video TAKE ACTION While we encourage you to review your choices for the coming year, your current elections will carry-over automatically, except for Flexible Spending Accounts where you must re -enroll each year. Suggested Actions: 1. Updating your tobacco status — can only be done once a year during Annual Enrollment 2. Confirm your Health Savings Account (HSA) election — High Deductible plans only. The max contribution limit will increase for families from $3,350 to $3,400 for individuals and will remain at $6,750 for families. Tech20 will continue to contribute $250 for individuals and $500 for families towards this max limit. 3. Re -enroll in a Medical Flexible Spending Account (FSA) — the max contributions have increased by $50: $2,600 for the Healthcare FSA. 4. Re -enroll in Dependent Care Flexible Spending Account (FSA) — the max contribution has not yet been released by the IRS (expected late October) but will likely continue at $5,000 (or $2,500 if you are married but filing separately). Important: The IRS now requires employers to collect the Social Security Number of each dependent covered on our plans. Please be prepared to provide this information. ATTEND A MEETING Come to a meeting to find out more about our benefit plans. In addition, you'll have the opportunity to ask questions. Office Date Time Location San Francisco March 15 11:00 AM Embarcadero Room New York March 17 2:00 PM Penthouse Los Angeles March 21 11:00 AM Hollywood Room NEED HELP? CONTACT YOUR BENEFIT ADVOCA1 t! Did you know that you have a dedicated resource to help you with all your benefit -related questions and issues, during open enrollment and throughout the year? Call or email with any questions about enrolling, eligibility, claims, ID cards and more! First Last (949) 123-5544 or tech20(a)-alliant.com Get started with Ben-IQTM i Here are some frequently asked questions about using Ben -IQ. Q: What is Ben -IQ? A: It's a free smartphone app that allows you to get your health plan highlights —like deductibles, nurse line numbers, and all kinds of other information. Q: How do I get Ben -IQ? A: If you have an iPhone or Android phone, it's as easy as 1-2-3. 1. If you have an iPhone, go to the Apple App Store; if you have an Android phone, visit Google Play 2. Search for "Ben -IQ" 3. Download and install the app It's free —just read and agree to the Terms & Conditions, and you're all set. �1_ Q: How do I log in to Ben -IQ? A: Your HR administrator will send you an Employer Key to enter, ensuring that you see the most accurate and up-to-date benefits that belong to you and your family. Q: How do I use Ben -IQ? A: Anytime you need plan information, like: ■ Your deductible. ■ Your nurse line number. ■ Your plan ID card. ■ Your insurance company's phone number. ■ Definitions of healthcare terms — just turn on Ben -IQ and he's right there to help. ■ The cost of common healthcare services, like office visits, colonoscopies, blood tests, and more. ■ Wellness tips ■ Helpful videos Ben-IQ's got a wealth of information right at your fingertips. Q: Will Ben -IQ work on my Mad? A: Yes! Although Ben -IQ is optimized for the iPhone, it also works on your iPad. You do NOT need to have an iPhone to download and use the iOS version of Ben -IQ. To download it to your iPad, type "Ben -IQ" in the App Store search box. On the top of the search results screen, tap the "iPad Only" menu and change it to "iPhone only". When you run the app, you'll notice that it's formatted to fit an iPhone screen. But you may tap the "2x" button to enlarge the view. Q: How do I update Ben -IQ? A: If you already have Ben -IQ, update to the latest version like you normally update any other app. And then re-enter your Employer Key, which is Check out Ben -IQ and experience Benefits at the Speed of Life. Smarter is better. 00028(01-2016) — //cf Inside the Ben -IQ app Get 24/7 access to your health plan highlights Store and organize your plan ID cards Find in -network providers and other care options Nurse line numbers and helpful contact information Cost of care info at your fingertips Access to helpful videos Start using Ben -IQ today! Download the free app with your Android or iPhone. Enter this Employer Key: Read and agree to the Terms & Conditions, then tap "Let's Begin". Ben -IQ is a product of Alliant Employee Benefits 0 2016 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 Leaves of Absence and Benefits Eligibility: maiiagins thL- Regulatory MaL When and whether to terminate benefits during an individual's leave of absence has always created confusion. This informative webinar reviews how to manage benefits eligibility when employees go on a leave of absence. From a review of the rules under the ACA and FMLA to ADA implications and when to offer COBRA, you'll get a better understanding of how to manage this process. You'll also learn best practices for drafting benefits eligibility and leave policies. Register today for this insightful webinar. Topics Covered • ACA and FMLA rules • ADA implications • COBRA offers • Best practices • State law issues July 20, 2017 11 a.m. Pacific 2 p.m. Eastern Presenters Kristine oianco, Esq. Director of Compliance Kristine has over 15 years of experience advising clients and working with them to understand their legal obligations. Her consulting work focuses on pragmatic approaches and developing compliant solutions for clients based on each client's specific needs and industry. Karen Murray, Esq. AVP, Compliance Consultant Karen has over 20 years of legal experience, most recently in the area of benefits compliance. Karen joined Alliant in 2010 as part of the Compliance Department and advises Alliant clients on a range of benefits -related regulatory issues. 11/06/17 1 2017-10 IRS Releases Long Awcdted Guidance on Collection of Pay or Play Penalties Overview The Internal Revenue Service (IRS) finally released information, in the form of Frequently Asked Questions, on the mechanics of how it will assess employer "Pay or Play" penalties under the Patient Protection and Affordable Care Act (ACA). The FAQs both describe the penalty assessment process and confirm that employers should expect to receive assessments starting in late 2017. Importantly, the determination of whether an employer may be liable for Pay or Play penalties and penalty amounts are based largely on information reported to the IRS on Forms 1094-C and 1095-C. New details on the assessment process are discussed in detail below. Note, however, that some of the Forms and Letters mentioned below as part of the assessment process are not yet available. A Note about Terminology: The ACA refers to the employer mandate as the "Employer Shared Responsibility" provisions, and penalties as "Employer Shared Responsibility Payments." Most employers use the shorthand description "Pay or Play" penalties. These terms mean the same thing. Similarly, the ACA uses the term "Employee Premium Tax Credit" whereas employers are probably more familiar with the term "subsidized Exchange coverage." Again, these are simply different terms that mean the same thing. Background ACA requires applicable large employers (ALEs)l to make a sufficient offer of coverage to their full-time employees' (and their dependents)' in order to avoid ACA Pay or Play penalties. Pay or Play penalties can take two forms: • The part (a) penalty can be triggered if an ALE fails to offer coverage to substantially all of its full-time employees (95%). Failure to meet this 95% threshold can result in a $2,000 penalty (annualized, not shown as indexed) for each full-time employee minus the first 30. This penalty is triggered when at least one full-time employee qualifies for subsidized Exchange coverage. • The part (b) penalty can be triggered if the ALE offers coverage to substantially all (95%) full-time employees, but the coverage is unaffordable (employee portion of employee -only premium exceeds 9.5% (9.56% for 2015, 9.66% for 2016, 9.69% for 2017, and 9.56% for 2018) of employee's household income) or is not at least a 60% actuarial value plan. The Part (b) penalty can also be triggered by any full-time ineligible employee outside the 95% "substantially all" threshold. This penalty is $3,000 (annualized, not shown as indexed) for each full-time employee that enro//sinsubsidized Exchange coverage. 1 Applicable Large Employers are those employers who average 50 full-time employees (plus full-time equivalents) over the prior calendar year. z Employees who work 30 hours/week or 130/month determined using either the monthly or look -back measurement method 3 The term "dependent" for this purpose does not include any individual other than children and does not include an employee's spouse. Pay or Play penalties are often referred to as annualized amounts ($2,000 and $3,000), but are assessed monthly. For indexed amounts see our Table of Limits. Notice of Potential Penalties and Employer Response- Letters 226J and 227 The IRS plans to issue Letter 226J to an ALE if it determines that the ALE potentially owes Pay or Play penalties. Letter 226J will include: • a brief explanation of ACA Pay or Play Penalties, • a summary table itemizing the proposed payment by month and indicating for each month if the liability is under part (a) or part (b), • an employer response form, Form 14764, "Employer Shared Responsibility Penalty Response", • an "Employee Premium Tax Credit" (PTC) List, Form 14765, which lists, by month, the ALE's full-time employees (individuals who for at least one month in the year were full-time employees allowed a premium tax credit and for whom the ALE did not qualify for an affordability safe harbor or other relief and the indicator codes, if any, the ALE reported on lines 14 and 16 of each employee's Form 1095-C, • a description of the actions the ALE should take if it agrees or disagrees with the proposed assessment in Letter 226J, and • a description of the actions the IRS will take if the ALE does not timely respond. An ALE must generally respond no later than 30 days from the date of Letter 226J. IRS will acknowledge an ALE's response to Letter 226J with one of five versions of Letter 227. The different versions of Letter 227 acknowledge the ALE's response to Letter 226J and describe further actions the ALE may need to take based on the specific facts involved. If, after receipt of Letter 227, the ALE disagrees with the proposed or revised Pay or Play penalty, the ALE may request a pre -assessment conference with the IRS Office of Appeals. A conference should be requested in writing generally within 30 days from the date of Letter 227. The ALE should follow the instructions provided in Letter 227 and Publication 5, Your Appeal Rights and How To Prepare a Protest if You Don't Agree, for requesting a conference with the IRS Office of Appeals. If the ALE does not timely respond to either Letter 226J or Letter 227, the IRS will assess the amount of the proposed penalty and issue a notice and demand for payment, Notice CP 220J. Pavment of Penalties- Notice CP 220J If the IRS or IRS Office of Appeals ultimately determines that an ALE owes Pay or Play penalties, the IRS will issue a notice and demand for payment, Notice CP 220J. Notice CP 220J will include a summary of the penalty, instructions on how to make a payment, and will reflect payments made, credits applied, and any balance due. Publication 594, The IRS Collection Process, discusses payment options, such as entering into an installment agreement. Please contact yourAlliant representative with any questions around this latest guidance. Compliance Alert is presented by the Compliance Practice Group of Alliant Employee Benefits CA License No. OC36861 © 2017 Alliant Employee Benefits, a division ofAlliant Insurance Services, Inc. All rights reserved. Disclaimer: This material is provided for informational purposes only based on our understanding of applicable guidance in effect at the time and without any express or implied warranty as to its accuracy or any responsibility to provide updates based on subsequent developments. This material should not be construed as legal or tax advice or as establishing a privileged attorney -client relationship. Clients should consult with and rely on their own independent legal, tax, and other advisors regarding their particular situations before taking action. These materials and related content are also proprietary and cannot be further used, disclosed or disseminated without express permission. Five To -Do Items for Your Year - End Compliance Check List 4% The leaves are changing color, the pumpkins are out, and the healthcare reform drama continues. As we head towards the end of the year, here are the to-do items for your compliance checklist that you won't want to miss. ✓ 1. Ensure you're on top of the latest leave law provisions. Employee leaves of absence laws continue to change rapidly and can significantly affect health plan administration. New York and Washington are the most recent states to implement paid leave laws that have benefits continuation provisions similar to those under FMLA, with a number of states poised to pass similar provisions. 2. Review your premiums if you use a Pay or Play affordability safe harbor. The indexed affordability percentage will be reduced in 2018 to 9.56% (down from 9.69% in 2017). This means that the employee contribution cannot exceed 9.56% of W-2 wages, the employee's "rate of pay" (hourly wage x 130 hours), or the Federal Poverty Level for a single individual. Remember, use of an affordability safe harbor is not required, but it is an easy way to reduce penalty risk. ✓ 3. Prepare your ACA reporting to comply with applicable deadlines. Be sure you are working to comply with 2017 ACA reporting deadlines. It's unclear whether the good faith reporting standards and extended deadlines that applied in previous years will apply again this year. In the past, this guidance has issued as late as December. Your preparations should include Form 1095-C distribution and required IRS filings on Form 1094-C. Form 1095-C is due to employees and participants by January 31, 2018. IRS filings are due on February 28, 2018 for paper filers and April 2, 2018 for electronic filers. 4. Make sure you have met your annual notice requirements. Employee group health plan notice requirements consistently pose administrative challenges. Most notices can be provided via annual open enrollment materials, including the Medicare Part D notice. Take a look at your open enrollment materials and your notices to ensure you are compliant. Alliant has a turn -key open enrollment solution that includes the required notices to help you meet your obligation. 5. Verify that your plan complies with mental health parity rules. Most plans provide mental health services coverage. If yours does, be aware that the Department of Labor's enforcement guidelines indicated that mental health parity enforcement is a national priority. Mental health parity laws prohibit more restrictive financial requirements and treatment limitations for mental health and substance use disorder services than for other medical or surgical services. Ifyou need more information, ask yourAlliant representative. For the latest compliance news and insights, visit alliantbenefits.com. Creative. Experienced. Engaged. Responsive. That's the Alliant difference. AlliantBenefits.com I Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861. © 2017 Alliant Insurance Services, Inc. All rights reserved. ■ , A i ■ � y Weekly motes fr6rn the C6mpiiance Team Are Pay or Play Assessments Coming? Enforcement of the ACA's employer Pay or Play Mandate has been uncertain since President Trump took office. However, in a September 19th press conference, Senator Lindsey Graham stated that 90,000 employers will receive employer Pay or Play assessments "next month." Although the support for that assertion was unclear, many employers were anxious about receiving assessments during the month of October. There has been no other public or formal indication that assessments are coming. However, on November 1st the Boston Business Journal stated that anonymous sources at the IRS and White House told it that tens of thousands of assessments were coming in November. Absent information from IRS there is no good way to know what the future holds with respect to Pay or Play assessments. However, employers should review their records dating back to 2015 so that they can confidently respond to any request or assessment from IRS. These records would include who was ACA full-time, whether they were offered coverage and when (as part of open enrollment or as a new hire or special enrollee), who enrolled in coverage, and the cost for employee only coverage for the lowest minim value plan. If records are maintained on line or by third parties, employers should make sure the necessary information remains accessible. ivc nnan Fnrnilmant at Haaithrara rrv- Despite the flurry of activity with Repeal and Replace efforts, Exchanges are still operational and the individual and employer mandates are still in full effect. Federally -operated Exchanges are holding their annual open enrollment from November 1 to December 15 (which is a shorter open enrollment period than in previous years). Some state Exchanges have a longer open enrollment period. What does Exchange coverage have to do with employers? A few things: Employees who have access to affordable, minimum value employer coverage are generally not eligible for subsidized coverage through an Exchange. Employees who apply for and are granted a subsidy will ultimately have to repay it if they had sufficient employer coverage available to them. Since this can become a burden to employees, many employers choose to communicate this in some form to their employees, often in open enrollment materials. • Subsidized Exchange coverage is the "whistleblower" that triggers potential ACA penalties for employers. Employers who receive notices from an Exchange that their employees have applied for subsidized coverage may want to reconfirm the employees' status (e.g., verify eligibility for employer plan, whether any offer of coverage was affordable, etc.) FAQ of the Week — A Closer Look at FSAs Q. Can an employee participating on a cross border plan use their FSA card for copays and Rx expenses? A. Yes, it's ok for employees enrolled in these plans to reimburse out of pocket costs through their FSAs. In general, expenses incurred in other countries need to satisfy the same standards that would apply if the expenses were incurred in the U.S. (e.g., primarily for medical care, not cosmetic purposes, etc.) One caveat through — treatments must be legal in both the U.S. and the other country, and special rules apply for prescription drugs. Prescription drugs are reimbursable if purchased and used in the other country (and if legal in both locations) OR if the FDA announces that a drug can be legally imported by individuals. Q. I have an employee who was previously enrolled in an HSA, but she switched plans during open enrollment and enrolled into a PPO and also elected an FSA. Is there a rule that directs which account she needs to spend first? A. No. In this case the employee is no longer HSA eligible and can no longer make or receive contributions into her HSA. However, the money she has remaining in her HSA account is her own and she can decide when to spend it. Most FSAs have a use it or lose it feature and participants will generally spend that money first, but there is no rule requiring this. Q. What are the rules around FSA grace periods and HSA eligibility? I have this issue come up a lot with my clients around open enrollment. A. If an FSA has a grace period, a participant in the plan will not be HSA eligible if he/she has any money in their FSA account at the end of the year. Even if the employee empties the account on the second day of the grace period, they are ineligible for the entire grace period if they have a cash balance in their FSA the last day of the plan year. On the other hand, if an FSA participant has a $0 cash balance on the last day of the plan year they are HSA eligible and do not need to worry about the grace period Happy Friday!! 00 O N L Q) O U I 1. AT 4.0 ersonalBest LIVE WELL, BE WELL Get a MOVE ON Quit sitting your life away. Living long and well means rt� • staying active. With 206 bones and more than 600 muscles, our bodies are made to move. Of course, modern trends and technology have led to sedentary lifestyles. We now spend the majority of our waking time sitting in a constricted posture that prevents our bodies from functioning well. How serious is too much sitting? It's now considered a health risk leading to several diseases, including heart, type 2 diabetes, obesity, arthritis and some cancers — even when we meet the minimum exercise guidelines. Begin to actively avoid sitting. Think of it as part of your physical fitness goals for health protection. In addition to getting 150 minutes weekly of moderate - intensity exercise (such as brisk walking), the American College of Sports Medicine recommends you stay active throughout each day. For example: )% Walk whenever you can — around your workplace, home and neighborhood. )) Walk after meals and during your breaks. )) Pace while watching TV or online sporting events. )) Get up and move about while talking on the phone or eating lunch. )) Stand as you read or use your smartphone. )) Do more chores. )) Explore standing desks for work (with your employer's okay) or home. Tips: Schedule several 10-minute action breaks each day; set a timer to remind you to get up and move. When you sit less, you'll be motivated as you experience less stiffness and more energy. miliant EMPLOYEE BENEFITS The Flu and You — Personal Precautions We are approaching the peak of influenza (flu) season, typically in late November through March. Millions of Americans get sick every year from flu bugs that are life -threatening for some. A little knowledge goes a long way toward prevention. Here are answers to common questions: III* Continued on page 4. ------------------------------------------------------------------ best bits ■ People who walk in groups enjoy camaraderie, motivation and significant health improvements, based on a review of 42 studies from 14 countries. Researchers studied 1,800 participants who logged 74,000 hours of group walking, despite suffering conditions such as arthritis, dementia, diabetes, fibromyalgia, obesity and Parkinson's. Results: Participants increased lung capacity and general fitness. They also reduced their weight, body fat, blood pressure, cholesterol and risk of cardiovascular disease. ■ Do you know the major cancer risks? Less than 50% of Americans are aware that we can prevent some cancer through lifestyle choices — balanced diet, regular exercise, healthy weight and not smoking. Instead, many people worry about cancer -causing claims that aren't supported by science, such as stress, artificial sweeteners and additives in foods, according to a new survey by the American Institute for Cancer Research. While lifestyle choices can't guarantee you'll never develop cancer, they can significantly lower yoiilrhrisk. ■ ,you combo snacking? Try eating a balance of macronutrients (carbohydrate, protein, fat) for optimum nutrition and snacking satisfaction. Smart Moves Tool kit at personalbest.com/extrasll7VlOtoo/s. ------------------------- UNDERSTANDING Metabolic Syndrome Metabolic syndrome occurs when you develop 3 or more of the following Making these changes takes conditions — high blood pressure, high1,& _ blood sugar, high triglycerides, low HDL _ work, but it's (good) cholesterol and abdominal obesity. worth it. This combination raises your risk of type 2 diabetes, heart attack and stroke. People with metabolic syndrome are often overweight or obese. Surveys suggest a third of adults and up to 30% of obese children and adolescents )) Get at least 150 minutes of in the U.S. may have this cluster of moderate -intensity exercise weekly. conditions. Being physically active every day can The best ways to treat metabolic help control weight and improve your syndrome also help prevent it: heart and blood vessel functions. )) Watch your belly fat. Abdominal obesity is a waist circumference of 40-plus inches in men and 35-plus inches in women. )) Quit smoking, limit alcohol and sleep at least 7 to 9 hours a night to significantly help your cardiovascular system. )) Lose excess weight to help bring )) Work with your health care your blood pressure, glucose and provider to achieve changes and cholesterol levels into healthier ranges. regularly monitor your symptoms. Vaccines are the tugboats of preventive health. — William Foege, MD Who Needs the Shingles Vaccine? By Elizabeth Smoots, MD, FAAFP VACCINE The CDC generally advises the shingles vaccine for adults age 60 or older. It's designed to prevent shingles — a painful rash caused by herpes zoster, the same virus that causes chickenpox. If you have had chickenpox in the past, you are at risk for developing shingles at a later date. The rash may sometimes lead to a persistent and painful condition called post-herpetic neuralgia. The vaccine helps prevent this. Even people who have had shingles should get vaccinated to avoid having it again, according to the CDC. Some people may develop shingles despite the immunization but usually they have a shorter and milder illness. Side effects? The live shingles vaccine is usually given once and may produce redness, swelling and pain at the injection site as well as headache. Some people get a chickenpox -like rash after receiving the shingles vaccine. The vaccine is not recommended for people with allergies to gelatin or neomycin; those with a weak immune system; or patients taking treatments that suppress the immune system. Women who could become pregnant and people with certain cancers should not receive the vaccine. Check your health care plan as the vaccine cost may not be covered. October is Breast Cancer Awareness Month. QUIKRISKTm assessment: Breast Cancer The causes of breast cancer are not fully known, so the risk factors for it can be puzzling. For example, a woman's risk for breast cancer increases significantly as she ages but young women can also develop it. With ongoing research, several factors have been linked to an increased risk of breast cancer. Check the factors below that apply to you. The degree of risk with some factors can be quite small. And having 1 or 2 risks, or even many, does not mean you will get breast cancer. FACTORS THAT CAN'T BE CHANGED: Family history of breast, ovarian or prostate cancer. Personal history of breast cancer. Ashkenazi Jewish heritage. Inherited BRCA1 or BRCA2 gene mutation. Hyperplasia or lobular carcinoma in situ (LCIS). Periods before age 12. Radiation therapy to chest at a young age. High breast density on a mammogram. FACTORS THAT CAN BE CHANGED: More than 1 alcoholic drink a day. Overweight, especially after menopause. Lack of regular exercise. Not giving birth or having a first child after age 35. Use of birth control pills. Postmenopausal estrogen therapy. Postmenopausal hormone replacement therapy (containing estrogen plus progestin). 2-Step Self -Defense: O Learn about your risks and any factors you can help control. For example, leading a healthy lifestyle, such as maintaining a proper weight and avoiding alcohol, may help protect you. © Establish a screening plan with your health care provider. For example, more screening tests might be useful if you're in a high -risk group based on gene mutations or if you have a strong family history. PB4.U0 10.2017 : Live Well, Be Well How Not to Go on a Diet By Cara Rosenbloom, RD Before you start the latest fad diet, consider this: "Diets don't work, but lifestyle changes do." Most people who go on a diet eventually go off it, which means the plan was not sustainable. Repeated dieting also may lead to the yo-yo effect of weight going up and down, making it harder to reach your ultimate healthy weight. It's time for a new approach. By incorporating healthy lifestyle changes that include eating nutritiously, getting more exercise and reducing stress, you can slowly improve your overall health with no fads or gimmicks. Try these 5 steps: ----------------------------------------------------- [11 Think beyond a number on the scale. Make weight loss a bonus, not the sole objective. Your goal may be to lower your cholesterol levels or feel more energetic. [21 Identify your obstacles. Do you eat when you're stressed? Do you use food as a reward after exercise? Track what you eat and how you feel at the time. Look for patterns. [31 Try making 1 change per week and stick to it; then add another. For example, swap soft drinks for water 1 week, and add an extra serving of vegetables the next. [51 Don't go it alone Dietitians, psychologists and trainers can help you make a plan you can use for life. If they promise a quick fix, seek a different practitioner. [41 T)---4.;__ — —4.;___( You didn't get here overnight, and change won't happen overnight either. A lifelong eating plan always beats a fad diet. The best eating plan is one you can lose weight with and enjoy the rest of your life. ------------------------------------------ TIP of the MONTH Mindful Eating If you're eating for reasons other than hunger, it's time to reset your habits. Mindful eating is a technique that dietitians and psychologists use to help you curb eating when you're sad or stressed. It involves paying attention to your food choices, accepting your body and embracing food as nourishment for it. • 3, --- ----- , easy RECIPE CINNAMON OATMEAL ',, RAISIN MUFFINS 2 ripe medium bananas, mashed 1. Preheat oven to b ' % cup plain Greek yogurt (2% fat) 350'F. Line a 12-cup ' % cup brown sugar muffin tin with 1 tsp ground cinnamon paper liners. 2. In a large bowl, combine 3 tbsp light -tasting olive oil bananas, yogurt, brown sugar, cinnamon, 1 egg oil and egg. Stir to combine. 3. To the same 1 cup whole -grain barley flour bowl, add flour, oats, flax seeds, baking ; cup rolled oats powder, baking soda and raisins. Stir to ' 2 tbsp ground flax seeds ' combine. 4. Spoon batter into prepared 1 tsp baking powder muffin tin. S. Bake for 20-22 minutes or until a tester inserted into the center comes out 1 tsp baking soda clean. Let cool on a rack before serving. ; cup raisins ; Makes 12 muffins. Per muffin: 132 calories 14g protein 15g total fat I 1g saturated fat 13g mono fat 11g poly fat ; 22g carbohydrate 110g sugar 13g fiber 1102mg sodium ------------------------------------------------------------------------ PB4.U® 10.2017 : Live Well, Be Well C;1taI6 in Touok Keep those questions and suggestions coming! Phone: 800-871-9525 Fax: 205-437-3084 Email: PBeditor@ebix.com Website: persona Ibest.com Executive Editor: Susan Cottman • Advisers: Jamie Lynn Byram, MBA, AFC, MS; Eric Endlich, PhD; Mary P. Hollins, MS, JD; Diane McReynolds, past Executive Editor; Zorba Paster, MD; Charles Stuart Platkin, PhD; Elizabeth Smoots, MD, FAAFP • Assistant Editor: Erin Bishop Designer: Heather Burke The content herein is in no way intended to serve as a substitute for professional advice. Sources available on request. © 2017 Ebix Inc. DBA Oakstone Publishing, LLC. All rights reserved. Unauthorized reproduction in any form of any part of this publication is a violation of federal copyright law and is strictly prohibited. Personal Best® isa registered trademark of Oakstone Publishing, LLC. 2700 Corporate Drive, Suite 100, Birmingham, AL 35242 800-871-9525 • fax 205-437-3084. ski Printed on recycled paper. The ABCs Op of ATMs Despite efforts to IS keep your bank cards safe, ATMs remain prime spots for thieves to capture your credit and debit card information. Learn the ABCs of ATM safety: Iways check ATMs and gas pumps for skimming devices before using your card. Look for tampering. Examples include sticky residue or evidence of adhesive, damaged or crooked pieces on the machine, loose parts, resistance when using the keypad, or a card reader that seems to be sticking out farther than normal. a aware of your surroundings. Don't use an ATM late at night by yourself or in a desolate area. arry your ATM card in a safe place such as a wallet or purse and keep your PIN a secret. on't count your cash or visually display money after using the ATM. © nter your PIN only when you can shield it with your hand or body so that no one can view it as you enter it. Expewt advice ���► Q: Wearable medical 1 alert systems? A: If you were to fall or have a medical emergency when you're alone, a medical alert system could call for help. The idea appeals to a growing number of Americans — those living alone, afraid of falling or with chronic health conditions —who are buying the systems. Options include: »»»»»»»» » » »»» Basic: These models are designed to wear at home and have a button worn on a pendant or wristband. When you press the button, the system connects you to an operator who talks to you through a base unit speaker plugged into your phone jack; the operator can then call for help. Mid -level: Besides basic functions, these models detect a fall at home and automatically alert the operator; you don't need to push a button. Extra plus: These models are worn wherever you go. You speak to an emergency operator through a cell phone device that detects and transmits your location. — Elizabeth Smoots, MD, FAAFP The Flu and You Continued from page 1. What is the flu? Influenza A and B viruses produce upper respiratory illness responsible for seasonal flu epidemics each year. Different types and subtypes of influenza circulate and cause illness during flu season. How is the flu spread? Flu viruses spread mainly by droplets made when people with flu cough, sneeze or talk. If you're nearby, these droplets can land in your mouth or nose. How do I know I have the flu? Typical signs include coughing, sore throat, runny or stuffy nose, chills, headache, unusual fatigue and sometimes body aches or fever. How long is the flu contagious? Your symptoms may begin an average of 2 days after you are exposed to the virus. If you are healthy, you can infect others beginning 1 day before your symptoms develop and up to 5 to 7 days after becoming sick. How serious is the flu? It can make some people very ill even without complications. It can sometimes cause complications such as pneumonia, bronchitis, ear or sinus infections and dehydration. It can also worsen any chronic medical conditions, especially congestive heart failure, asthma and diabetes. inally, report any unusual activity I How can I avoid the flu? An annual flu vaccination is the best prevention. It is highly on your account immediately. effective for the overall population when most circulating flu viruses closely match the vaccine; it does not protect against all influenza viruses. The vaccine cannot give you the flu. PB4.U° Live Well, Be Well : 10.2017 AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR STATE OF CALIFORNIA ) ) ss COUNTY OF LOS ANGELES ) Michael Menzia being first duly sworn deposes and says that he/she is Executive Vice President, Managing Director (Insert "Sole Owner", "Partner", "President", "Secretary", or other proper title) of Alliant Insurance Services, Inc. (Insert name of bidder) who submits herewith to the City of Vernon a proposal; That all statements of fact in such proposal are true; That such proposal was not made in the interest of or on behalf of any undisclosed person, partnership, company, association, organization or corporation; That such proposal is genuine and not collusive or sham; That said bidder has not, directly or indirectly by agreement, communication or conference with anyone attempted to induce action prejudicial to the interest of the City of Vernon, or of any other bidder or anyone else interested in the proposed contract; and further That prior to the public opening and reading of proposals, said bidder: a. Did no directly or indirectly, induce or solicit anyone else to submit a false or sham proposal; b. Did not directly or indirectly, collude, conspire, connive or agree with anyone else that said bidder or anyone else would submit a false or sham proposal, or that anyone should refrain from bidding or withdraw his proposal; c. Did not, in any manner, directly or indirectly seek by agreement, communication or conference with anyone to raise or fix the proposal price of said bidder or of anyone else, or to raise or fix any overhead, profit or cost element of his proposal price, or of that of anyone else; d. Did no, directly or indirectly, submit his proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, or to any individual or group of individuals, except the City of Vernon, or to any person or persons who have a partnership or other financial interest with said bidder in his business. I certify under penalty of perjury that the above information is correct. By: Date: November 29. 2017 Title: Executive Vice President, Managing Director EXHIBIT C SCHEDULE 20 Section IV - Fees and Costs Although an important aspect of consideration, the financial cost estimate will not be the sole justification for consideration. Negotiations may or may not be conducted with the proposer; therefore, the proposal submitted should contain the proposer's most favorable terms and conditions, since selection and award may be made without discussion with any firm. All prices should reflect "not to exceed" amounts per item. Broker -Consultant fees are mutually agreed upon with our clients. We are open to discussion about a mutually acceptable fee arrangement with the City. For the Scope of Services described in this RFP and listed below, Alliant proposes $74,000 annually which is currently built into the rates and paid to Alliant as commissions. Services include, but are not limited to: 1. Assist in the development of long-range goals and strategies, including making recommendations and projections of potential savings; 2. Procure group insurance coverage for medical, dental, vision, life and accidental death & dismemberment, long-term disability, Employee Assistance Program (EAP), Section 125 flexible benefit plan (FSA), Health Savings Account (HSA), and supplemental and ancillary plans; 3. Solicit competitive bids from benefit plan vendor markets that specialize in group benefit plans and evaluate bids and bidders, including claims procedures, experience and history, service, financial policies, and stability and identify the most beneficial and cost-effective package that meets the City's needs; 4. Representation in all negotiations with insurance providers on issues related to premiums, services, benefit level, plan design, special terms and conditions. 5. Analyze existing coverage and identify or develop cost -saving alternative benefit strategies and plans; 6. Provide quarterly claims experience reports; 7. Provide information and recommendations on a variety of subjects including but not limited to, employee benefit issues, trends, proposed and new State and/or Federal legislation (i.e. COBRA, HIPPA, ACA, Medicare, and IRS Rules and regulations); 8. Be available to provide assistance to staff, employees, and retirees with issues involving billing, claims, eligibility problems, disputes, interpretation of related contracts and services, changes and general troubleshooting; 9. Advise on a continuing basis and in a timely manner of any and all significant matters and developments regarding the progress of carrier service issues; 10. Attend periodic meetings with City staff, employees and/or retirees to facilitate and assist in the management of the City's employee benefit plans; 11. Be available to attend the City's annual Health and Wellness Fair and open enrollment employee informational meetings, coordinate and participate open enrollment meetings as reasonably requested, and assist with the development of open enrollment materials; 0 2017 All iant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 13 12. Provide legal opinions pertaining to the City's employee/retiree benefit plans and programs including analysis and application of all relevant laws, statues, and regulations; 13. Review and analyze all benefit plan provider agreements forcompliance with all applicable federal and state laws, statues, and regulations; 14. Participate in the development, negotiation and implementation with health benefit providers and administrators on matters such as, but not limited to, premium rates, service, benefit levels plan design, special terms and conditions, etc. and negotiate changes and additions in contracts; 15. Provide assistance, technically and creatively, in the on -going development and preparation of various employee communication materials; 16. Assist the Human Resources Department in the preparation and/or review and updating of benefit plan documents and benefit summary plan descriptions for all plans; 17. Assist in developing and evaluating employee needs and satisfaction surveys; 18. Submit annual reports detailing compensation and/or commissions received from contracted carries of the City; 19. Coordinate the flow of information between staff and contracted carriers; 20. Manage plan transitions as necessary; 21. Be available to assist staff with obtaining health benefits program materials; 22. Be available to provide various types of reports as needed; 23. Be available to provide information on new products as requested; 24. Provide an annual review and summary of employee/retiree benefits including analysis of the quality provided, cost effectiveness, competitiveness and recommendations. Service Guarantee To illustrate our commitment of quality service to the City, Alliant is willing to place 10% of our annual consulting fee at risk. Listed below are the categories of the Service Guarantee: 1. Execution of Scope of Work (50%) - Client satisfaction with deliverables in the Scope of Work. 2. Service and Support (50%) - Service and support of client with decision making tools, attendance at meetings, and assistance for any implementation of new benefits, products and transition of carriers. At any time, the City can invoke the terms of the guarantee. All categories are based solely on client satisfaction level. Transparency and Disclosure All compensation Alliant receives is fully disclosed and transparent. We will provide the City with an Annual Disclosure letter at the plan renewal. As an independent consultant, Alliant provides our clients with the choice of joint purchasing solutions as well as options available in the marketplace. Alliant has a separate division within the firm, Alliant Underwriting Services (AUS) that provides Consulting, Underwriting and 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 14 Program Management Services to a number of Joint Powers Authorities (JPA) and Joint Purchasing Pools throughout the country; this division is separate from Alliant's Brokerage and Consulting division. AUS receives compensation from carriers for services provided to support the operations and administration of a JPA and/or purchasing pool and is a cost included in the premium. Alliant will disclose any AUS fees associated with a joint purchasing program presented to the City. Alliant accepts contingency/override compensation to provide additional services to clients. However, if desired, Alliant is willing to sign an agreement not to accept contingency/override compensation for the City's coverages. Additional Services Alliant is able to assist the City in evaluating vendors who provide the additional services listed below. Our annual consulting fee includes needs assessment, analysis, negotiations, evaluation and implementation. Vendor fees are separate and will be billed directly to the City. Alliant is not affiliated with, nor do we own, any vendors who provide the services listed below. Our philosophy is to assist our clients in evaluating "Best in Class" third party administrators, HRIS, online enrollment, benefits statement, claims audit and third party wellness programs. Based on our large volume, we have been successful working with "best in class" vendors to negotiate preferential pricing that we pass directly on to our public agency clients. We have had great success in having significant amounts of these pass -through fees absorbed by our clients' health plans and insurers. We have conducted comprehensive analyses of each of their capabilities and fees in orderto be able to best recommend vendors who are able to provide a full array of services and, most importantly, accommodate the needs unique of each client. Online Benefits Eligibility & Enrollment Administration System ProposedServices Optional Consolidated Billing Optional COBRA and FSA Administration Optional Retiree Billing Optional Payroll/HRIS System Integration Optional Third Party Wellness Solutions Optional 0 2017 Alliant Insurance Services, Inc. All rights reserved. Alliant Employee Benefits, a division of Alliant Insurance Services, Inc. CA License No. OC36861 15 EXHIBIT D LIVING WAGE PROVISIONS Minimum Living Wages: A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour with health benefits, or $11.55 per hour without health benefits. Paid and Unpaid Days Off: Employers provide qualifying employees at least twelve compensated days off per year for sick leave, vacation, or personal necessity, and an additional ten days a year of uncompensated time for sick leave. No Retaliation: A prohibition on employer retaliation against employees complaining to the City with regard to the employer's compliance with the living wage ordinance. Employees may bring an action in Superior Court against an employer for back pay, treble damages for willful violations, and attorney's fees, or to compel City officials to terminate the service contract of violating employers. 21 EXHIBIT E EQUAL EMPLOYMENT OPPORTUNITY PRACTICES PROVISIONS A. Contractor certifies and represents that, during the performance of this Agreement, the contractor and each subcontractor shall adhere to equal opportunity employment practices to assure that applicants and employees are treated equally and are not discriminated against because of their race, religious creed, color, national origin, ancestry, handicap, sex, or age. Contractor further certifies that it will not maintain any segregated facilities. B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity Employer" or that all qualified applicants will receive consideration for employment without regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age. C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the performance of this Agreement, discriminated against applicants or employees because of their membership in a protected class. D. Contractor agrees to provide the City with access to, and, if requested to do so by City, through its awarding authority, provide copies of all of its records pertaining or relating to its employment practices, except to the extent such records or portions of such records are confidential or privileged under state or federal law. E. Nothing contained in this Agreement shall be construed in any manner as to require or permit any act which is prohibited by law. 22 City Council Agenda Item Report Agenda Item No. COV-197-2020 Submitted by: Michael Earl Submitting Department: Human Resources Meeting Date: June 2, 2020 SUBJECT Amendment No. 1 to the Side Letter of Agreement with the Vernon Professional Firefighters Association, Local 2312 Recommendation: Adopt Resolution No. 2020-16 approving Amendment No. 1 to the Side Letter of Agreement by and between the City of Vernon and the Vernon Professional Firefighters Association, Local 2312. Background: The operative memorandum of understanding (MOU) and the existing Side Letter of Agreement between the City of Vernon and the Vernon Professional Firefighters Association (VPFA), Local 2312, will expire August 1, 2020. As it has been determined that the transition of the City's firefighting and fire related services to the Consolidated Fire Protection District of Los Angeles County will not occur prior to the August 1, 2020 expiration of the Side Letter of Agreement, pursuant to City Council direction, negotiations began with the VPFA for an extension to the Side Letter. On May 7, 2020, the parties reached a tentative agreement as to the terms and conditions of an extension and Amendment to the MOU and Side Letter that reflects the following key provisions: • Extending the terms of the operative MOU and existing Side Letter until the commencement of services by Los Angeles County, or through March 31, 2021, or until such time as a determination is made that the transition of service to Los Angeles County will not proceed; • Effective May 10, 2020, the base salaries of the represented classifications will be increased three percent (3%); • Annual Uniform Allowance will be increased by $125; • VPFA shall, within ten (10) days after City Council approval, withdraw their Unfair Labor Practice Charge filed with the California Public Employment Relations Board (PERB Unfair Practice Charge No. LA-CE-1423-M); and • All other terms of the prior MOU approved by Resolution No. 2018-10 (Attachment 3) and Side Letter of Agreement approved by Resolution No. 2019-41 (Attachment 4) would remain. Fiscal Impact: The cost of implementing the provisions contained within this Amendment will be approximately $686,764 should the transition of fire services to Los Angeles County not occur until March 2021. The estimated cost will be reduced if the transition of services occurs sooner. Funds have been included in the proposed FY2020/2021 budget in Salaries and Benefits accounts of the Fire Department. Attachments: 1. Resolution No. 2020-16 VPFA 2. VPFA MOU 3. VPFA Side Letter RESOLUTION NO. 2020-16 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON APPROVING AND AUTHORIZING THE EXECUTION OF AMENDMENT NO. 1 TO THE SIDE LETTER OF AGREEMENT BY AND BETWEEN THE CITY OF VERNON AND THE VERNON PROFESSIONAL FIREFIGHTER'S ASSOCIATION, LOCAL 2312 SECTION 1. Recitals. A. The Vernon Professional Firefighters Association (VPFA) Local 2312, formerly titled the Vernon Firemen's Association, has been recognized as an employee organization pursuant to the City of Vernon Employer -Employee Relations Resolution (Resolution No. 4027). B. On July 12, 2016, the City Council of the City of Vernon adopted Resolution No. 2016-36 approving a Memorandum of Understanding (MOU), as amended on April 3, 2018, by Resolution No. 2018-10, setting forth certain terms and conditions for employment of City of Vernon employees in classifications represented by the VPFA, for the period of July 1, 2016 through June 30, 2019. C. Following the August 6, 2019, decision by the City Council of the City of Vernon to contract with the Fire Protection District of Los Angeles County (District) for firefighting services, the City and the VPFA began negotiating the impacts and effects of the City's decision to contract firefighting services and transition thereto. D. On October 1, 2019, the City Council of the City of Vernon adopted Resolution No. 2019-41 approving a Side Letter of Agreement (Side Letter) setting forth certain terms and conditions for represented employees related to the City's transition of firefighting services. E. It has been determined that the transition of the City's firefighting and related services to the District will not occur prior to the August 1, 2020 expiration of the Side Letter, and pursuant to City Council direction, negotiations began with the VPFA for an extension to the Side Letter. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 2. The City Council of the City of Vernon hereby finds and determines that the above recitals are true and correct. SECTION 3. The City Council of the City of Vernon hereby approves and authorizes the execution of Amendment No. 1 to the Side Letter of Agreement Resolution No. 2020-16 Page 2 of 2 (Agreement) between the City of Vernon and the Vernon Professional Firefighters Association, in substantially the same form as attached hereto as Exhibit A. SECTION 4. The City Council of the City of Vernon hereby instructs the City Administrator, or his designee, to take whatever action is deemed necessary or desirable for the purpose of implementing and carrying out the purposes of this Resolution and the transactions herein approved or authorized, including but not limited to, any non -substantive changes to the Amendment attached herein. SECTION 5. The City Council of the City of Vernon hereby directs the City Clerk to send a fully executed Agreement to Dean Richens, President of the Vernon Professional Firefighters Association. SECTION 6. The City Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions. APPROVED AND ADOPTED this 2nd day of June, 2020. LETICIA LOPEZ, Mayor ATTEST: LISA POPE, City Clerk (seal) APPROVED AS TO FORM: ARNOLD M. ALVAREZ-GLASMAN, Interim City Attorney EXHIBIT A AMENDMENT NO. 1 TO SIDE LETTER OF AGREEMENT City of Vernon and Vernon Professional Firefighters' Association, Local 2312 This Amendment to the Side Letter of Agreement (Agreement) is entered by and between the City of Vernon (City) and the Vernon Professional Firefighters' Association, Local 2312 (VPFA) with respect to the following: WHEREAS, VPFA is the recognized employee organization for employees employed by the City's Fire Department in the classifications of Firefighter, Firefighter/Paramedic, Firefighter/Paramedic Coordinator, Fire Engineer and Fire Captain. WHEREAS, the City Council of the City of Vernon approved a contract for firefighting and fire related services with the Consolidated Fire District of the County of Los Angeles ("District") on August 6, 2019; and WHEREAS, the City and VPFA entered into a Side Letter of Agreement with respect to the rights and entitlement of its members should the City transition its firefighting and related services to the District which was approved by the City Council of the City of Vernon on October 1, 2019 through the adoption of City Council Resolution No. 2019-41 (Side Letter); and WHEREAS, it has been determined that the transition of City firefighting and fire related services to the District will not occur prior to the August 1, 2020 expiration of the Side Letter of Agreement; and WHEREAS, it is in the interest of both the City and VPFA to extend the terms of the parties' operative Memorandum of Understanding ("MOU") and Side Letter of Agreement, except as amended below; and WHEREAS, on May 7, 2020, the City and VPFA reached a tentative agreement as to the terms and conditions of an extension and Amendment to the MOU and Side Letter of Agreement. NOW THEREFORE, the City and VPFA agree to amend the MOU and Side Letter as follows: 1. Term of Aareement and MOU: The term of the MOU and Side Letter shall be extended until the earlier of either (1) the commencement date of service by the District, in which case no further MOU will be necessary; or (2) until such time as it is reasonably determined that contracting for firefighting service with LA County will not proceed, in which case the provisions of the Side Letter shall be null and void and the parties shall reconvene negotiations for a successor MOU; or (3) March 31, 2021, in which case the parties shall either mutually agree to further extend the Side Letter and the MOU or, if no such agreement is reached to extend the Side Amendment No. 1 to Letter of Agreement Vernon Professional Firefighter's Association Page 2 of 4 Letter and the MOU, the provisions of this Agreement shall be null and void and the parties shall reconvene negotiations for a successor MOU. 2. Salaries: Article Three, of the MOU is amended to read as follows: Section 1: Salaries Effective May 10, 2020, the base salary schedule will be increased by an additional 3%. Section 2: Fire Captain Effective May 10, 2020, the base monthly salary of a Fire Captain shall be: Grade 31 Step 1 $8,702.00 Step 2 $9,137.00 Step 3 $9,594.00 Step 4 $10,073.00 Step 5 $10,577.00 Section 3: Fire Engineer Effective May 10, 2020, the base monthly salary of a Fire Engineer shall be: Grade 28 Step 1 $7,517.00 Step 2 $7,893.00 Step 3 $8,287.00 Step 4 $8,702.00 Step 5 $9,137.00 Section 4: Firefighter/Paramedic Coordinator Effective May 10, 2020, the base monthly salary of a Firefighter/Paramedic Coordinator shall be: Grade 29 Step 1 $7,893.00 Step 2 $8,287.00 Step 3 $8,702.00 Step 4 $9,137.00 Step 5 $9,594.00 Amendment No. 1 to Letter of Agreement Vernon Professional Firefighter's Association Page 3 of 4 Section 5: Firefighter/Paramedic Effective May 10, 2020, the base monthly salary of a Firefighter/Paramedic shall be: Grade 28 Step 1 $7,517.00 Step 2 $7,893.00 Step 3 $8,287.00 Step 4 $8,702.00 Step 5 $9,137.00 Section 6: Firefighter Effective May 10, 2020, the base monthly salary of a Firefighter shall be: Grade 25 Step 1 $6,493.00 Step 2 $6,818.00 Step 3 $7,159.00 Step 4 $7,517.00 Step 5 $7,893.00 3. Uniform Allowance: Article Six, Uniform Allowances and Bulletin Boards, of the MOU is amended to read as follows: Section 1: Uniform Allowance On the first pay check in August each year, each unit employee shall be paid the sum of eight hundred and fifty Dollars ($850.00) for the purchase of uniforms. A unit employee hired by the City shall receive an initial issue of uniforms. Uniform allowance is special compensation that shall be deemed earned when paid and shall be reported to CalPERS as compensation earnable. 4. VPFA shall promptly withdraw PERB Unfair Practice Charge No. LA-CE-1423- M, in no event later than ten (10) days after City Council approval of this Agreement. If VPFA fails to withdraw PERB Unfair Practice Charge No. LA-CE- 1423-M within the identified timeframe, this Agreement shall be automatically revoked and have no force or effect. 5. Except as otherwise expressly modified by this Agreement, all terms, conditions and provisions of the MOU and Side Letter shall continue in full force and effect, and remain unchanged. [Signatures next page] Amendment No. 1 to Letter of Agreement Vernon Professional Firefighter's Association Page 4 of 4 FOR THE CITY OF VERNON Carlos R. Fandino, Jr., City Administrator ATTEST: Lisa Pope, City Clerk (seal) Date APPROVED AS TO FORM: Zaynah Moussa, Senior Deputy City Attorney VERNON PROFESSIONAL FIREFIGHTERS' ASSOCIATION Dean Richens, President Date APPROVED AND ADOPTED BY CITY COUNCIL ON PER RESOLUTION NO. MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF VERNON AND VERNON FIREMEN'S ASSOCIATION July 1, 2016 through June 30, 2019 TABLE OF CONTENTS MEMORANDUM OF UNDERSTANDING Parties to the Memorandum of Understanding.................................................................... 5 ARTICLE ONE: FUNDAMENTALS Section1: Recognition.................................................................................................. 6 Section 2: No Discrimination.........................................................................................6 Section 3: Mutual Cooperation.................................................................................... 7 Section4: Layoffs.......................................................................................................... 7 Section 5: No Strikes or Lockouts................................................................................. 7 Section 6: City/VFA Meetings...................................................................................... 7 Section 7: Association Business................................................................................... 7 Section 8: License Requirement.................................................................................... 8 Section 9: Payroll Deduction.........................................................................................8 ARTICLE TWO: LEGAL LIMITATIONS, SAVINGS CLAUSE & TERM Section 1: Legal Limitations and Savings Clause..........................................................9 Section 2: Waiver and Term......................................................................................... 9 ARTICLE THREE: SALARIES Section 1: Salaries Section 2: Fire Captains.............................................................................................. I I Section3: Fire Engineers.............................................................................................11 Section 4: Firefighter/Paramedic Coordinator............................................................ 12 Section 5: Firefighter/Paramedic................................................................................. 12 Section 6: Firefighter...................................................................................................12 Section 7: Step Advances.............................................................................................13 2 Section 8: Salary Adjustment Increase....................................................................... 13 Section9: Bilingual Pay............................................................................................... 14 Section 10: Educational Incentive Pay ......................................................... 14 Section 11: Hazardous Materials Specialist Pay............................................................ 15 Section 12: Urban Search and Rescue Specialist Pay ..................................................... 15 Section 13: Physical Fitness/Wellness Program.............................................................15 Section 14: Computation of Pay..................................................................................... 15 ARTICLE FOUR: LONGEVITY Section 1: Employees Hired On or Before June 30, 1994............................................ 17 Section 2: Employees Hired After June 30, 1994 and on or before Dec. 312013 ....... 17 ARTICLE FIVE: OVERTIME Section 1: Overtime Authorization............................................................................. 18 Section2: Staffing........................................................................................................ 18 Section 3: Leave Inclusion............................................................................................ 19 Section 4: Training and Recertification......................................................................... 19 Section5: Call Backs.................................................................................................... 19 Section6: Jury Duty....................................................................................................... 20 Section 7: Non-Compensable......................................................................................... 20 ARTICLE SIX: UNIFORMS AND BULLETIN BOARDS Section 1: Uniform Allowance..................................................................................... 22 Section 2: Bulletin Boards............................................................................................. 22 ARTICLE SEVEN: BENEFITS Section 1: Public Employees Retirement System........................................................ 23 3 Section 2: Supplemental PERS Benefits...................................................................... 23 Section3: Medical........................................................................................................ 24 Section4: Cafeteria Plan.............................................................................................. 24 Section5: Dental........................................................................................................... 25 Section6: Vision........................................................................................................... 25 Section 7: Life Insurance.............................................................................................. 25 Section 8: Retirees Medical........................................................................................ 26 Section 9: Vacation Time............................................................................................. 28 Section10: Sick Leave................................................................................................... 29 Section 11: Bereavement Leave.....................................................................................30 Section 12: Deferred Comp.............................................................................................32 Section 13: Educational Reimbursement........................................................................32 Section 14: Other City Employee Programs................................................................... 32 ARTICLE EIGHT: WORK SCHEDULE AND ABSENCES Section 1: FLSA Work Period.................................................................................... 33 Section 2: Work Schedules......................................................................................... 33 Section 3: Shift Trades.................................................................................................. 33 Section 4: Early Relief................................................................................................. 34 ARTICLE NINE: GRIEVANCE PROCEDURE Grievance Procedure Steps............................................................................................... 35 ARTICLE TEN: DISCIPLINE PROCEDURE Discipline Procedure Steps............................................................................................... 38 ARTICLE ELEVEN: MANAGEMENT RIGHTS ManagementRights........................................................................................................... 41 Signatures .................... SIGNATURE PAGE .................................................................. 43 11 MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF VERNON AND VERNON FIREMEN'S ASSOCIATION, IAFF LOCAL 2312 Parties to the Memorandum of Understanding Pursuant to Chapter 10 (section 3500 et seq) of Division 4, Title 1 of the Government Code and Resolution No. 4027, the Resolution for the administration of Employer -employee relations, the matters within the scope of representation that are set forth in this Memorandum of Understanding (MOU) have been discussed by and between representatives of the City of Vernon and the representatives of the Vernon Firemen's Association, IAFF Local 2312 (hereinafter "VFA"), and except, as otherwise specifically provided herein shall apply only to those defined in the aforesaid Resolution as "full-time sworn and regular part-time employees in the Fire Department except management and confidential employees," otherwise known as Chief Officers. This MOU constitutes a joint agreement by the Municipal Employee Relations Representative ("MERR") and the VFA, to be submitted to the City Council of Vernon for its determination and approval by one or more Resolutions or Ordinances as the City Council may deem fit and proper. The MERR and the Representative of the VFA have agreed that they will jointly urge the City Council of Vernon to adopt one or more Resolutions or Ordinances reflecting the changes in wages, hours, and other conditions of employment agreed upon in this MOU. If approved, the terms agreed upon by this MOU shall take effect on July 1, 2016, except where other effective dates are specified, and shall expire at midnight on June 30, 2019. 5 ARTICLE ONE FUNDAMENTALS IN CONSIDERATION OF THE TERMS AND CONDITIONS HEREIN STATED, the VFA and the City of Vernon agree as follows: Section 1: Recognition The City recognizes the Vernon Firemen's Association as the exclusive recognized employee organization on behalf of all full-time sworn, non -management personnel engaged in fire prevention, suppression, administration and paramedic services within the City, including, but not limited to, employees occupying the job classifications of Firefighter, Administrative Firefighter, Firefighter/ Paramedic, Administrative Firefighter/Paramedic, Firefighter/ Paramedic Coordinator, Administrative Firefighter/Paramedic Coordinator, Fire Engineer, Administrative Fire Engineer, Fire Captain, Regional Training Fire Captain, and Administrative Fire Captain. Section 2: No Discrimination The City and the Association are committed to working together to support a work environment characterized by fair treatment and access to equal opportunities. The provisions of this Memorandum of Understanding shall be applied equally to all employees covered hereby. Neither the City nor the VFA shall discriminate against any individual, applicant or employee with respect to his compensation, terms, condition, or privileges of employment or because of an individual's race, color, sex, religion, national origin, age, marital status, disability, pregnancy, sexual orientation, political or religious opinions or affiliations, or membership or non -membership in the VFA. The terms "they" and "their" may be used in this agreement as substitutes for the terms "his," "her," "his/her," "he," "she," or other terms which would indicate masculine or feminine gender. Whenever the male gender is used herein it shall be construed to refer to both male and female employees. Except as limited by the specific and express terms of this Memorandum of Understanding, the Association hereby retains and reserves unto itself all rights, powers, authority, duties and responsibilities conferred on and vested in it by the laws and the Constitution of the State of California and/or the United States of America. The parties specifically agree that neither VFA nor any VFA representative or member shall be discriminated against, intimidated, coerced, 2 disciplined or retaliated against because of the lawful exercise of its or his rights, including, but not limited to, the right to participate in VFA activities, serve as a VFA officer or director, or otherwise represent the interests of VFA. Section 3: Mutual Cooperation The parties recognize the necessity of cooperating on matters of mutual concern and interest and agree to work together to maximize the effectiveness of the Fire Department and the City. Section 4: Layoffs In accordance with the Meyers-Milias Brown Act, the City and the Association shall meet and confer on the effect of its actions to layoff. This will occur prior to implementation of layoffs, except in emergency circumstances wherein the City Council declares a fiscal emergency pursuant to Article II, Chapter 2.2 of the City of Vernon City Charter. The agreement to meet and confer over the effect of the exercising of a City right shall not in any way impair the right of the City to exercise and implement any of its rights to layoff. The City and the Association agree to a re -opener regarding the Association's bumping rights and procedures. Section 5: No Strikes or Lockouts During the life of this agreement no work stoppages, strikes, or slowdowns shall be caused or sanctioned by the VFA, and no lockouts shall be made by the City. Section 6: City/VFA Meetings Representatives from the VFA and the City shall meet as needed to discuss issues of mutual concern. Section 7: Association Business The VFA will have available 240 hours of Association Leave Time at the beginning of each calendar year for conducting Association business. Representatives of the VFA shall be allowed time to conduct their Association business as necessary during work hours. Representatives of the VFA shall have reasonable access to the work sites of unit employees at any time during the working hours to conduct Association business as long as such visits do not unreasonably interfere with the conduct of the City's usual business and the employee's work. Coordination of such work will be made with the Fire Chief to ensure the availability of staffing levels for such meetings. Representatives of VFA may use any Fire Department facilities free of charge for its Board of Directors and general membership meetings provided such facility is not otherwise booked. VFA shall secure approval 7 from the Fire Chief for the date and time it wishes to secure use of the facility. The granting of such approval will be made if the City facility is not otherwise scheduled to be used at the time of VFA's request. Association Leave shall be subject to the following requirements and restrictions: A. The VFA President will be responsible for assigning any Leave Time to his board members. Unused hours may not be carried over from one year to the next without the written authorization of the Fire Chief or his designee. B. In each case where Leave Time is requested, such request must be in writing to a Battalion Chief or above a minimum of 72 hours before the Leave Time is needed unless authorized in writing by the Fire Chief or his designee. C. Association Leave Time will not be granted if it will cause overtime unless it is authorized in writing by the Fire Chief or his designee. D. In no case will Association Leave Time be used for political activity and/or action(s) purposes. No unit employee shall engage in political activity while on duty or in uniform. Section 8: Driver's License Requirement Firefighters of all ranks from captain and below must maintain at the minimum a Class C driver's license with a firefighter endorsement. New firefighters must attain their license within their probationary period. Exceptions to this requirement must be approved by the Fire Chief. Section 9: Payroll Deduction The City shall, during the term of this agreement, effect a payroll deduction for membership dues, service fees and other charges authorized pursuant to an executed form signed by the employee permitting such deductions. Any payroll deductions collected by the City shall be transmitted on a biweekly basis to the treasurer of the Association, or such other party designated in writing by the Association. The City shall not be obligated to put into effect any new, changed, or discontinued deduction until the first pay period commencing not more than thirty (30) days after receiving the request. This provision shall remain operative as long as VFA is the exclusive recognized employee organization of unit employees. ARTICLE TWO LEGAL LIMITATIONS, SAVINGS CLAUSE, AND TERM Section 1: Le2al Limitations and Savings Clause It is understood and agreed that this Memorandum of Understanding (including, but not limited to, the provisions of the Fair Labor Standards Act) and any and all Resolutions or Ordinances adopted in implementation thereof are and shall be subject to all present and future applicable federal and state laws and regulations and shall be effective and implemented only to the extent permitted by such laws and regulations. If any part of this Memorandum of Understanding or of any Resolution or Ordinance adopted in implementation thereof is in conflict or inconsistent with any such applicable provisions of federal and state laws or regulations or otherwise held to be invalid or unenforceable by any tribunal of competent jurisdiction, such part or provision shall be suspended and superseded, and such applicable laws and regulations and the remainder of this Memorandum of Understanding shall not be affected thereby and shall remain in full force and effect. However, should the invalid or illegal provisions relate to the compensation or benefits of unit employees, the City and the Association agree to meet and confer on alternative compensation or benefit that shall be of substantially equal value for both the employee and the City. Section 2: Waiver of Bargaining and Term The VFA and City of Vernon hereby agree that no changes in this MOU regarding the wages, hours, or other conditions of employment of employees in the classifications represented by the VFA that would take effect prior to the expiration of the MOU shall occur, unless both parties mutually agree to such changes. Each of the parties acknowledges that it had a full and unrestricted right to make, advance, and discuss all matters properly within the scope of the meet -and -confer process in accordance with the Meyers-Milias-Brown Act (Cal. Gov't Code 3500, et. seq.). Except as otherwise provided herein during the term of this Memorandum of Understanding, the parties expressly waive and relinquish the right to compel the other to meet and confer except by their mutual consent with respect to any subject or matter, whether referred to or covered by this Memorandum of Understanding or not, even though each subject or matter may or may not have been within that party's knowledge or contemplation at the time they met and conferred or executed this Memorandum of Understanding. The City reserves the right to add to, delete from, amend or modify the Administrative rules, the City Municipal Code, and the City's Personnel Policies and Procedures manual during the term of the Memorandum of Understanding, subject to the requirements of the Meyers-Milias-Brown Act. E If the VFA or City desires to negotiate a successor MOU, either party may serve upon the other a written request between February 1, 2019, and March 1, 2019. 10 ARTICLE THREE SALARIES Section 1: Salaries 1) Effective July 9, 2016 (first full pay period in July), the base salary schedule will be increased by 2%. 2) Effective July 9, 2017, the base salary schedule will be increased by an additional 2%. 3) Effective July 8, 2018, the base salary schedule will be increased by an additional 2%. Section 2: Fire Captain 1) Effective July 9, 2016, (first full pay period in July), the base monthly salary of a Fire Captain shall be: Grade 31 Step 1 $8,121.00 Step 2 $8,527.00 Step 3 $8,954.00 Step 4 $9,400.00 Step 5 $9,871.00 Section 3: Fire Engineer 1) Effective July 9, 2016, (first full pay period in July), the base monthly salary of a Fire Engineer shall be: Grade 28 Step 1 $7,015.00 Step 2 $7,365.00 Step 3 $7,734.00 Step 4 $8,121.00 Step 5 $8,527.00 11 Section 4: Firefighter/Paramedic Coordinator 1) Effective July 9, 2016, (first full pay period in July), the base monthly salary of a Firefighter/Paramedic Coordinator shall be: Grade 29 Step 1 $7,365.00 Step 2 $7,734.00 Step 3 $8,121.00 Step 4 $8,527.00 Step 5 $8,954.00 Section 5: Firefighter Paramedic 1) Effective July 9, 2016, (first full pay period in July), the base monthly salary of a Firefighter Paramedic shall be: Grade 28 Step 1 $7,015.00 Step 2 $7,365.00 Step 3 $7,734.00 Step 4 $8,121.00 Step 5 $8,527.00 Section 6: Firefighter 1) Effective July 9, 2016, (first full pay period in July), the base monthly salary of a Firefighter shall be: Grade 25 Step 1 $6,059.00 Step 2 $6,363.00 Step 3 $6,681.00 Step 4 $7,015.00 Step 5 $7,365.00 12 Section 7: Merit Increase Effective July 9, 2016, employees who are not at the top step of their Classification Compensation Plan and have attained one year of an overall "satisfactory" or higher performance evaluation rating, as of their immediately preceding classification anniversary date, shall receive one merit salary advance. Effective July 2017 and for the remainder of this agreement, employees who are not at the top step of their Classification Compensation Plan and who achieve an overall "exceeds standards" ranking during their annual performance review in accordance with the City's Performance Evaluation Policy will receive one merit salary advance on the first full pay period in July. Employees shall continue to receive their annual evaluations as scheduled in the City's Performance Evaluation Policy and employees may receive more than one annual merit salary advance during the term of this Agreement. The group of 18 Fire Department Employees that were identified will receive a temporary salary adjustment as follows effective July 9, 2016: a. Employees currently on Step 2 will advance to Step 3 and receive a 5% temporary salary adjustment. When each individual employee advances to Step 5 based on the terms above regarding merit salary advances, the 5% temporary salary adjustment will be removed. b. Employees currently on Step 3 will advance to Step 4 and receive a 5% temporary salary adjustment. When each individual employee advances to Step 5 based on the terms above regarding merit salary advances, the 5% temporary salary adjustment will be removed. c. Employees currently on Step 4 will advance to Step 5. Section 8: Salary Adjustment Increase In the event there is a salary inequity between ranks or between employees within the Department, the Fire Chief with approval of the City Administrator may incorporate a service adjustment increase up to ten percent (10%) per month of their base salary. 13 Section 9: Bilingual Pay A unit employee may be compensated for bilingual skills after the employee demonstrates proficiency in speaking a foreign language, which proficiency would be determined by successful completion of the Cal State Fullerton or other designated foreign language proficiency test designated by the Human Resources Department. Those employees who successfully demonstrate this skill are eligible to receive an additional One Hundred Twenty -Five Dollars ($125.00) per month for bilingual pay. Said payment shall not be considered to be part of the employee's base salary when computing incentive pay. • Section 10: Education Incentive Pay Effective July 1, 2016, all unit employees hired before July 1, 2016, who have completed the initial hire probationary period and who hold a fire science certificate or have completed the course equivalent thereto (i.e., 30 units of fire science related courses) shall receive an additional six percent (6%) of their base rate of pay per month, after satisfactory completion of their performance evaluation period. Unit employees hired before July 1, 2016, who have passed their probationary period, and who do not currently hold a fire science certificate or possess the equivalent units as stated above will be given until July 1, 2017, to obtain the fire science certificate or equivalent units. Such employees will be given an additional three percent (3%) of their base rate of pay per month effective July 1, 2016. Should the employee not obtain the necessary fire science certificate or equivalent units by July 1, 2017, they will no longer be eligible to receive the additional three percent (3%). An employee, at the sole discretion of the Fire Chief, may be given an additional six months to obtain the fire science certificate or equivalent units. Upon obtaining the necessary fire science certificate or equivalent units, such employee shall begin to receive the additional six percent (6%) of their base rate of pay per month instead of the three percent (3%) in accordance with the terms stated above. • All unit employees hired after July 1, 2016, who have completed the initial hire probationary period and who hold a fire science certificate or have completed the course equivalent thereto (i.e. 30 units of fire science related courses) shall receive an additional three percent (3%) of their base rate of pay per month, after satisfactory completion of their performance evaluation period. • A unit employee who holds an AA or AS Degree in Fire Science or Fire Technology with completion of five (5) years of uninterrupted service with the Fire Department shall receive an additional three percent (3%) per month of their base salary or; • A unit employee who holds a BA or BS Degree in Fire Science or Fire Technology or closely related field with completion of five (5) years of uninterrupted service with the Fire Department shall receive an additional three percent (3%) per month of base salary or; 14 • A unit employee who holds a Fire Officer Certificate with completion of five (5) years of uninterrupted service with the Fire Department shall receive an additional three percent (3%) per month of base salary. • Education incentive pay is cumulative for a maximum of 9%. Section 11: Hazardous Materials Specialist Pay Unit employees hired before July 1, 2016, certified as a Hazardous Materials Specialist shall receive special compensation of one hundred and seventy-eight dollars and twenty one cents ($178.21) per month above their base pay. Said payment shall not be considered to be part of the employee's base salary when computing incentive pay. For any unit employees hired after July 1, 2016, all personnel assigned to a Hazardous Materials team/station who are performing the duties required of the Hazmat Assignment, and who have completed required training and possess a valid certification, shall receive $17.82 per shift worked on Hazmat Assignment. Said payment shall not be considered to be part of the employee's base salary when computing incentive pay. Section 12: Urban Search and Rescue (USAR) Pay Unit employees hired before July 1, 2016, certified as a USAR Specialist shall receive special compensation of one hundred and seventy-eight dollars and twenty one cents ($178.21) per month above their base pay. Said payment shall not be considered to be part of the employee's base salary when computing incentive pay. For any unit employees hired after July 1, 2016, all personnel assigned to a USAR team/station who are performing the duties required of the USAR Assignment, and who have completed required training and possess a valid certification, shall receive $17.82 per shift worker on USAR Assignment. Said payment shall not be considered part of the employee's base salary when computing incentive pay. Section 13: Physical Fitness/Wellness Program This program is mandatory for all fire safety personnel. Any individual who after one (1) year of participation has completed a pre-program fitness evaluation, minimum participation requirements, bi-annual fitness evaluations and verification of participation by the Battalion Chief will receive two hundred fifty dollars ($250.00) The Physical Fitness/Wellness program is attached hereto as Attachment "A", and incorporated herein. Section 14: Computation of Pav 15 A. 40-hour personnel Unit -employees assigned to a 40-hour work week shall be paid on an hourly basis. The hourly rate shall be the product of dividing the monthly salary by 173.333. Upon being assigned to a 40-hour schedule an employee's accrued leave shall be reduced by a factor of 1.4 and paid to the employee upon use or separation at the employee's 40-hour regular rate of pay. Upon being reassigned to a 56-hour schedule, all such accrued leave shall be increased by a factor of 1.4. B. 56-hour platoon personnel All Fire Department employees assigned to a fifty-six (56) hour week would be paid a widely fluctuating amount each pay period if they were paid for hours actually worked; therefore, such employees shall be paid for the average number of hours in a two (2) week period, one hundred and twelve (112) hours. Exceptions for leave without pay hours shall be reported and deducted from the average when pay is computed. The "Exception Report" shall be in a form approved by the City Administrator. 16 ARTICLE FOUR LONGEVITY Section 1: Emplovees Hired On or Before June 30.1994 Upon attaining 5 years of service with the City of Vernon .............................. 5% above base pay Upon attaining 10 years of service with the City of Vernon ......................... 10% above base pay Upon attaining 15 years of service with the City of Vernon .......................... 15% above base pay Upon attaining 20 years of service with the City of Vernon .......................... 20% above base pay A Captain upon attaining 30 years of service with the City of Vernon ........ ..25% above base pay Section 2: Employees Hired After June 30,1994 and on or before December 31, 2013 Upon attaining 5 years of service with the City of Vernon .............................. 5% above base pay 17 ARTICLE FIVE OVERTIME Section 1: Overtime Authorization All overtime requests must have prior written authorization of a supervisor prior to the commencement of such overtime work. Where prior written authorization is not feasible, explicit verbal authorization must be obtained. Dispatched calls extending beyond the end of duty time are considered as authorized. A. Policy It shall be the policy of the Vernon Fire Department to honor personnel requests for time off when possible, and distribute overtime opportunities in a fair and equitable manner to all members. It shall be the Department's priority to maintain essential staffing levels when arranging coverage. B. Order of Filling Vacancies Overtime vacancies will be filled by those who have signed up for overtime availability for that day and/or who have been determined by the Fire Chief pursuant to section 2c below to be qualified to fill the vacancy. The individual in the same rank with the least overtime worked that calendar year will have the first opportunity to work the overtime vacancy. In the event the vacancy is unfilled, the same process will be used for those personnel who have signed up as available to work overtime that day who are qualified to act in the rank in which the vacancy exists. If that list is also exhausted and the vacancy is not filled, the person that is not presently working and that is of the same rank as the vacancy with the least mandated overtime worked that calendar year shall be mandated to work the overtime shift. Section 2: Staffing A. Unless otherwise specified in this agreement, all vacancy back fills will be governed by the administrative directives mutually agreed upon by the Union and Fire Chief unless and until staffing falls below 21 (20 VFA members and 1 VFMA member) B. Actors can be utilized for purposes of vacancy back fills including IOD/Light Duty. If there are no qualified actors for vacancy back fill, it will be back filled with overtime once staffing falls below 21 (20 VFA members and 1 VFMA member C. The Fire Chief and the Vernon Fire Association shall jointly conduct a survey of the twelve comparable cities in the survey market on industry standards used to qualify employees for temporary acting positions in other classifications/ranks. D. Vacancy Back fill will not be required for training drills that are scheduled to last 12 or fewer hours in duration. The minimum staffing for Engineers will be reduced from 7 to 5. G. Section 3: Leave Inclusions In determining an employee's eligibility for overtime compensation in a 24-day work period, the following paid leaves of absence will be included in the total number of hours worked for the purposes of calculating overtime. Effective the first full 24-day period in July 2016, vacation will be removed from leave inclusions for overtime. Paid leaves of absence include: 1. Administrative Leave 2. Compensatory Leave 3. Workers' Compensation Leave (4850 time) 4. Jury Duty 7. Bereavement Leave 8. Military Leave 9. Association Leave Time Section 4: Training and Recertification Time Training and/or recertification time that is required by the then current job description on file with the Human Resources Department or approved in advance by the Fire Chief is compensable. Section 5: Call Backs Call Back duty occurs when an employee is ordered to return to duty on a non -regularly scheduled work shift. Call Back does not occur when an employee is held over from his/her prior shift or is working prior to his/her regularly scheduled shift. An employee called back to duty shall be credited with a minimum of four hours work. Any hours worked in excess of four hours shall be credited on an hour -for -hour basis (at time and one-half compensation) for actual time worked. If the employee is ordered to return to work immediately, his work time shall be credited commencing immediately after the employee has been directly contacted by the employer. IL•9 Section 6: Jury Duty A. All regular full-time employees summoned to serve on jury duty shall be provided "Jury Duty Pay" and there shall be no loss of compensation. An employee will be compensated up to two weeks at full pay for jury duty. The employee must provide notice of the expected jury duty to his or her supervisor as soon as possible, but in no case later than 14 calendar days before the expected start date of the jury duty. B. An employee on call for jury duty is expected to report to work. An employee who is called in for jury duty will be required to return to work as soon as they are released from jury duty. All employees shall obtain verification of the hours of jury duty performed using verification forms as may be supplied by the court. Employees shall notify their Supervisor as soon as they are released from jury duty. For the purposes of this section, "released from jury duty" shall mean that the employee is relieved from jury duty for the day and not required to report for jury duty the following day. C. Except as herein provided, employees shall remit to the City any compensation received from the Court for those days while on jury duty and shall receive regular pay for the time served. Employees shall be reimbursed by the City for the mileage portion of the jury duty compensation. Jury duty performed on an employee's regular day off shall not be compensated by the city and the employee shall be entitled only to the court's compensation for duty performed on such employee's regular day off. D. If an employee is required to serve on a jury for a period longer than two weeks, the employee shall be entitled, at the employees' option, to use any accrued leave time, other than sick time, during the period of extended jury service. The employee shall continue to receive all paid benefits, and shall continue to accrue eligible leave benefits. Section 7: Non-Compensable A. City Vehicle Use —Unit employees who are provided with a City vehicle to travel to and from work shall not be compensated in any manner whatsoever for travel time to and from work: B. Clothes/Uniform Changing Time —Unit employees are not authorized to wear their uniforms or any part thereof that is distinguishable as such unless on duty. Each employee is provided with a locker for his/her personal convenience. Any employee may or may not utilize the locker for storage and changing purposes at his/her own discretion. P-01 Nothing herein prevents an employee from wearing his/her uniform to and/or from his/her residence to work as long as the badge and insignia are covered in a non -unit issue garment such as a windbreaker. Time spent in changing clothes before or after shift, is not considered hours worked and is not compensable in any manner whatsoever. An employee shall be allowed to make off duty presentations without compensation in uniform upon the approval of a chief officer. 21 ARTICLE SIX UNIFORM ALLOWANCE AND BULLETIN BOARDS Section 1: Uniform Allowance On the first pay check in August each year, each unit employee shall be paid the sum of Seven Hundred and Twenty -Five Dollars ($725.00) for the purchase of uniforms. A unit employee hired by the City shall receive an initial issue of uniforms. Uniform allowance is special compensation that shall be deemed earned when paid and shall be reported to CaIPERS as compensation earnable. The City shall provide all unit employees all required safety equipment, including, but not limited to, work boots. Section 2: Bulletin Boards The City shall provide a bulletin board for use by the VFA at each fire station, provided that any documents posted shall be in good taste and shall not reflect adversely upon the City or its employees. PA ARTICLE SEVEN BENEFITS Section 1: Public Employee Retirement System ("PERS") The City shall maintain its contract with the California Employees Public Retirement System (PERS) that provides VFA unit employees with the three percent (3%) at 50 safety retirement benefit plan. As a result of the passage of AB 340 Public Employee Pension Reform (PEPRA), new Ca1PERS members hired on or after January 1, 2013 who meet the definition of new member under PEPRA, shall be provided a 2.7% at 57 PERS retirement benefit plan. Unit employees hired before July 1, 2014 shall be responsible for paying their PERS nine percent (9%) employee's contribution. Unit employees hired on or after July 1, 2014 shall be responsible for paying their PERS employee's contribution. Section 2: Supplemental PERS Retirement Benefits The City agrees to provide additional supplemental retirement benefits to VFA unit employees under PERS as follows: • Gov't Code Section: 20042 — One Year Final Compensation: Final compensation is the average full-time monthly pay rate for the highest twelve (12) consecutive months. • Gov't Code Section: 20124 - Military Service Credit as Public Service: Employees may elect to purchase up to four (4) years of service credit. • Gov't Code Section: 21574 — 4th Level of 1959 Survivor Benefits: • Gov't Code Section: 21624 & 21626 & 21628 - Post Retirement Survivor Allowance: Provides surviving spouse fifty percent (50%) of the amount of retirement allowance, dependent on option choices, that is effect at the time of death of retiree. • Pre -Retirement Option 2W Death Benefit 21548 • Gov't Code Section: 20965-Credit for Unused Sick Leave 23 Section 3: Medical The City offers various medical plans to employees. The City reserves the right to select, administer, or fund any fringe benefit programs involving insurance that now exist or may exist in the future. The City shall meet with the Association prior to any change of insurance carrier or method of funding coverage for any fringe benefits listed in this article. Section 4: Cafeteria Plan The City and the Association agree to a section 125 cafeteria plan (non -cash out), effective January 1, 2015. The City will adhere to the cafeteria plan requirements in accordance with IRS Section 125 regulations. The City shall provide to each employee in this bargaining unit a monthly allowance toward the cost of his/her medical plan as outlined in Subsections A,B, and C below. In the event an employee does not exhaust nor exceed his/her monthly medical allowance, the employee shall be allowed to apply any unused portion towards the purchase of dental, vision, supplemental or ancillary plans offered through the City and approved by the Director of Human Resources. A. During the term of the Agreement, for employees who elect Employee + Family coverage, the City agrees to provide a cafeteria plan contribution equal to the total premium costs of the Employee + Family Low Medical HMO, Employee + Family lowest cost Dental DMO and lowest cost family vision plan. Employees enrolled in the Employee + Family health benefits category that elect a plan higher than the Low HMO medical, dental and/or vision, will be responsible for any applicable premium costs through a pre-tax payroll deduction. The City understands that this amount will vary based on the premium costs that go into effect January 1st of each calendar year of the term of this Agreement. If employees opt out of dental and/or vision, they may use the allotments for those respective coverages toward excess medical premiums. B. During the term of the Agreement, for employees who elect Employee -Only, Employee + Spouse and Employee + Children tiers, the City agrees to provide the same flat dollar cafeteria contribution for medical, dental and vision benefits that the City is paying as of June 2016 for these employee health group tiers. That amount is $1,100 per month. Employees who elect one of these tiers must pay for their dental and vision benefits from this cafeteria contribution. The parties understand and agree that this amount will remain fixed during the term of this Agreement. Provided, however, should the total premium cost of the lowest cost HMO, lowest cost Dental DMO, and lowest cost vision plan exceed the current flat rate 24 dollar cafeteria contribution for medical, dental, and vision benefits for any of the tiers, then the contribution for that tier will be raised to equal the total premium costs of the Low Cost Medical HMO, lowest cost Dental DMO, and lowest cost vision plan for that tier. Employees that elect a health plan higher than the applicable City contribution will be responsible for any applicable premium costs through a pre-tax payroll deduction. If employees opt out of dental and/or vision, they may use the allotments for these respective coverages toward excess medical premiums. C. For unit employees enrolled in the HSA PPO plan, the City shall pay up to the city contribution for their specific tier as set forth in A and B above reduced by an annual amount of $3,000. In addition, for each employee enrolled in an HSA PPO plan, annually the City shall make lump sum contributions to a health savings account (HSA) as follows: $1,500 in January, and $500 each in March, June, and September. The cost of any HSA PPO plan selected by employees that exceeds the City contribution amount shall be paid by the employee through a pre-tax payroll deduction. D. During the term of the Agreement, Employees will be allowed to opt in to the Employee + Family plan during any open enrollment period or upon a qualifying event as prescribed by the City's insurance provider. Section 5: Dental The City of Vernon provides a dental insurance plan to employees. In the event an employee does not exceed his/her monthly employer medical allowance, the employee shall be allowed to apply any unused portion toward the purchase of dental insurance for himself/herself and eligible dependents. The cost of any plan selected by the employee that exceeds his/her monthly employer medical allowance shall be paid by the employee through a pre-tax payroll deduction. Section 6: Vision The City of Vernon provides a vision care plan to employees. The City shall pay 100% of the cost of such a plan for employees only. Employees shall have the option of purchasing vision care for their dependents at a cost of $6.95 for one dependent or $13.95 for two or more dependents. In the event an employee does not exceed his/her monthly employer medical allowance, the employee shall be allowed to apply any unused portion towards the purchase of additional provided coverage for vision care. All itemized benefit amounts specified in the City of Vernon Vision Plan (CVVP) that fall below $150 shall be raised to $150. Section 7: Life Insurance 25 The City provides a life insurance plan to employees. The City shall pay 100% of the cost of such plan for employees. The City's agreement to pay full or partial costs of said premiums shall not create or ripen into a vested right for said employee; however, the City shall be obligated to pay the cost or provide said medical, dental, vision, and life insurance benefits as described so long as this MOU remains in effect. Section 8: Retiree Medical Employees must retire from the City of Vernon under a Ca1PERS Benefit Formula (i.e. Age 50 or 57 Formula) to be eligible for Retiree Medical/Dental Benefits. The City shall pay up to $1,100 per month towards the employee's HMO medical and dental insurance premium for the employee and his/her eligible spouse in the classifications represented by the Vernon Firemen's Association who have been employed for a minimum of twenty (20) years of continuous service with the City of Vernon. The maximum $1,100 City contribution may be applied toward any city provided HMO or PPO buy -up medical and dental premium plan and shall have no cash surrender value. Retiree shall be responsible for any amount that exceeds the City Contribution. The City's contribution toward the Retiree HMO or PPO Medical/Dental Benefit Plan shall continue for said retired employee and eligible spouse up to the age of sixty-five (65). Upon reaching the age of sixty-five (65), the retiree and/or eligible spouse shall apply for Medicare coverage, whereupon the City's insurance shall become supplemental coverage. The City shall pay up to 100% of the cost to provide any Medicare supplemental medical and dental insurance plan offered by the City of Vernon, not to exceed $1,100 per month. The City will not be the primary insurance carrier once the retiree and/or employee reaches the age of sixty-five (65). If the retiree or eligible spouse fails to timely obtain and maintain Medicare coverage, the City shall not be required to provide any medical/dental benefits until such Medicare coverage is obtained and maintained. The maximum $1,100 City contribution shall be applied only towards a City sponsored Medicare supplemental medical and dental premium plan payment and shall have no cash surrender value. All retired employees with a minimum of ten (10) years of continuous uninterrupted service with the City may pay the City's premium cost for medical and dental insurance up to the age of sixty-five (65) after which time Medicare will become the primary insurance carrier. The retired employee may remain on the City's supplemental insurance to Medicare at his/her cost provided the retiree has timely obtained and maintains Medicare coverage. Should the retired employee fail to pay his/her required cost of the insurance premium for the City's medical/dental benefit plan for any three (3) consecutive months or, should the coverage otherwise lapse for any reason other than City's non-payment, then the City's obligation to maintain the retiree's medical/dental benefit plan shall automatically terminate without the need for further notice. 27 Section 9: Vacation Time A. Annual Accrual For 56-Hour Personnel • 9 years or less: 13 shifts (12 hours per pay period) • 10 - 24 years: 15 shits (13.85 hours per pay period) • 25 or more: 16 shifts (14.77 hours per pay period) B. Annual Accrual for 40 Hour Personnel • 9 years or less: 120 hours (4.62 hours per pay period) • 10-24 years: 160 hours (6.16 hours per pay period) • 25 or more: 170 hours (6.54 hours per pay period) C. Policy A Maximum of 9 platoon personnel per shift shall be permitted off on vacation leave consisting of the following: • Captains - maximum of 2 off per shift. • Engineers - maximum of 3 off per shift • Paramedics- maximum of 2 off per shift. • Firefighters- maximum of 2 off per shift or a maximum of 3 when used in combination with other ranks. D. Carry Over of Vacation Leave Employees are permitted to carry-over one year's annual accrual from calendar year to calendar year. At the end of every calendar year, employees who have accrued vacation hours in excess of their permitted carry-over shall be paid their regular rate of pay of all such excess hours. Vacation Leave Conversion: At the time an employee is transferred to the administrative work schedule, his or her vacation leave balance shall be converted from the suppression work schedule rate to the administrative work schedule rate by dividing the accrued balances by 2.4 (example: 90 hours of suppression vacation time - 2.4 = 37.50 hours of administrative vacation time). Said converted balances shall be available for employee's use while assigned to the administrative work schedule in accordance with applicable policies. At the time an employee is returned to the suppression work schedule, his or her vacation leave balance shall be converted back to suppression hours by multiplying the hours by 2.4 (example: 37. SO hours of administrative W. vacation time X 2.4 = 90 hours of suppression vacation time). Said converted balances shall be available for employee's use while assigned to the suppression work schedule in accordance with applicable policies. Should an employee separate during the time of their administrative assignment, the accrued balance shall be converted back to suppression hours by multiplying the administrative hours by 2.4 and paid out at the suppression hourly rate. (example: 37.50 hours of administrative vacation time X 2.4 = 90 hours of suppression vacation time). Section 10: Sick Leave Unit employees only receive sick leave accrual while they are in a paid status. A. Full-time Platoon personnel accrue sick time at the rate of 5.54 hours per pay period (144 hours annually). Upon reaching the cap of 1440, the employee will continue to accrue sick leave provided, however, in the final pay period in December each year all accrued sick leave in excess of 1440 hours shall be cashed in at fifty percent (50%) of the employee's regular rate of pay. Part-time and temporary VFA employees (excluding Ca1PERS retired annuitants) working for 30 or more days within a year shall be entitled to accrue paid sick days at the rate of one (1) hour per every 30 hours worked. Employee shall only receive sick leave accrual while they are in a paid status. B. Full-time forty -hour (40-hour) personnel accrue sick time at a rate of 3.96 hours per pay period (103 hours annually). Upon reaching the cap of 1029, the employee will continue to accrue sick leave provided, however, in the final pay period in December each year all accrued sick leave in excess of 1029 hours shall be cashed in at fifty percent (50%) of the employee's regular rate of pay. Part-time and temporary VFA employees (excluding Ca1PERS retired annuitants) working for 30 or more days within a year shall be entitled to accrue paid sick days at the rate of one (1) hour per every 30 hours worked. Employee shall only receive sick leave accrual while they are in a paid status. C. If an employee resigns from the City with 20 years or more of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 50% of his/her then current regular hourly rate of pay. D. If an employee retires from the City with at least 15 and less than 20 years of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 50% of his/her then current regular hourly rate of pay. 29 E. If an employee retires from the City with 20 or more years of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 100% of his/her then current regular hourly rate of pay. F. An employee who is absent on sick leave for more than one (1) consecutive shift will be required by his or her supervisor to provide a physician (or Chiropractic/Physician Assistant) note in order to be paid for the sick leave. A note is not required for Kin Care Leave. Sick Leave Conversion At the time an employee is transferred to the administrative work schedule, his or her sick leave balance shall be converted from the suppression work schedule rate to the administrative work schedule rate by dividing the accrued balance by 1.4 (example: 112 hours of suppression sick leave - 1.4 = 80 hours of administrative sick time). Said converted balances shall be available for employee's use while assigned to the administrative work schedule in accordance with applicable policies. At the time an employee is returned to the suppression work schedule, his or her sick leave balance shall be converted back to suppression hours by multiplying the hours by 1.4 (example: 80 hours of administrative sick time X 1.4 = 112 hours of suppression vacation time). Said converted balances shall be available for employee's use while assigned to the suppression work schedule in accordance with applicable policies. Should an employee separate during the time of their administrative assignment, the accrued balance shall be converted back to suppression hours by multiplying the administrative hours by 1.4 and paid out at the suppression hourly rate. (example: 80 hours of administrative sick time X 1.4 = 112 hours of suppression sick time). Section 11: Bereavement Leave A. Permanent full-time employees, regardless of period of service, may in the event of death or if death appears imminent, of any "immediate family member" as defined below, including that equivalent relatives of a registered domestic partner, be allowed up to forty-eight (48) hours over two shifts of bereavement leave without loss of salary. Relative All Regular Employees Spouse 48 hours 30 Child 48 hours Registered Domestic Partner 48 hours Step -Child 48 hours Parent 48 hours Step -Parent 48 hours Mother-in-law 48 hours Father-in-law 48 hours Grandchild 48 hours Step -Grandchild 48 hours Grandparent 48 hours Grandparent -in-law 48 hours Brother 48 hours Sister 48 hours Step -Sister 48 hours Step -Brother 48 hours Daughter-in-law 48 hours Son-in-law 48 hours Brother-in-law* 48 hours Sister-in-law* 48 hours *Brother-in-law and sister-in-law are defined as the spouse of the employee's sibling or the sibling of the employee's spouse. B. The bereavement leave begins on the first regularly scheduled workday as requested by the employee. If the employee learns of the death while at work, he or she is entitled to leave work immediately; this partial day leave will not be counted toward the bereavement leave. C. Bereavement leave must be authorized by the Department head and must be utilized within fifteen (15) days of employee learning of the death, or of the date of foreseen imminent death of the immediate family member, unless special circumstances require that the leave begin at a later date. Such requests to the Department head shall be made within 15 days of the employee learning of the death or of the date of foreseen imminent death and shall not be unreasonably denied. 31 D. Representatives may be selected by the Department head to attend with pay the funeral of a co- worker in said department on behalf of the City if the funeral of the deceased co-worker occurs during working hours; provided the funeral is held within a reasonable distance of City limits. Section 12: Deferred Compensation The City shall continue to administer the existing 457 deferred compensation program for all unit employees. Section 13: Education Reimbursement The educational reimbursement program is a financial assistance program that offers reimbursements for tuition, fees and books up to a maximum of $2,200 per fiscal year. The fiscal year is July 1 through June 30. Employees are eligible for this assistance after 12 months of uninterrupted employment with the City of Vernon. A grade of "C" or better (or "pass" if on a pass/fail basis) is required for reimbursement. A request for reimbursement must be made within 60 days of receipt of grades and should include the following: a copy of the final grade report, a copy of expenses for tuition, fees, and books; and a completed and signed tuition reimbursement form. Section 14: Other City Employee Programs VFA unit employees are eligible to participate in all City -sponsored programs passed by City Council Resolutions that are intended to benefit all employees in the areas of, but are not limited to, the following: • Buyback of military leave for PERS retirement time Gov't Code 21024 • Computer loan purchase plan — Resolution-2011-67 • Life insurance • Corrective eye surgery plan — Resolution 2011-65 • Hearing aid device plan — Resolution 2011-66 • Family Medical Leave Act (FMLA) 32 ARTICLE EIGHT WORK SCHEDULE Section 1: FLSA Work Period The FLSA work period for unit employees assigned to a daily work schedule of twenty four (24) hours shall be a fixed and regularly recurring work period of twenty-four consecutive days (576 hours). Section 2: Work Schedules A. Platoon Personnel Unit employees assigned to a 56-hour work week shall work a 48/96 work schedule that consists of two consecutive 24-hour shifts followed by 96 consecutive hours off, on a rotating three platoon basis (A, B & C Platoon). Employees that work such schedule average 56 hours a week and 112 hours per pay period. Unit employees assigned to work a 48/96 schedule shall begin work at 0700 hours and terminate at 0700 hours following two 24-hour periods. B. 40-Hour Personnel Unit employees assigned to work a 40-hour work week shall be assigned to a 4/10 schedule that consists of four (4) consecutive work days of ten (10) consecutive work hours each, inclusive of paid breaks and an unpaid 30-minute meal period, followed three consecutive days off, each week. Unit employees on such schedule shall be assigned to work Monday through Thursday from 0600 to 1630 hours, unless an alternate schedule is approved in writing by the Fire Chief and VFA. Section 3: Shift Trades The practice of shift trading shall be voluntary on behalf of each employee involved in the trade. A shift trade must be pre -approved by a supervisor. The trade must be due to the employee's desire or need to attend to a personal matter and not due to the department's operations. The employee providing the trade shall not have his/her compensable hours increased as a result of the trade; nor shall the employee receiving the trade have his/her compensable hours decreased as a result of the trade. If one individual fails to appear for the other (regardless of the reason), the person who was scheduled as a result of the shift trade will be listed as absent without leave and may be subject to discipline. Any premium pay or other extra compensation shall continue to accrue only to the person originally entitled to the premium pay or extra compensation. Any hours worked beyond the normal work day will be credited to the 33 individual actually doing the work. "Paybacks" of shift trade are the obligation of the two employees involved in the trade. Pay -backs are to be completed within one (1) calendar year of the date of the initial shift trade. Any dispute as to the paybacks is to be resolved by the involved employees, and under no circumstances will the department be obligated for any further compensation whatsoever to any of the involved employees. The department is not responsible in any manner for hours owed to employees by other employees that leave the employment of the City or are assigned other duties. A record of all initial shift trades and "paybacks" shall be maintained by the involved employees on forms or computers provided by the Department. Section 4: Early Relief The practice of early shift relief shall be voluntary on behalf of each employee involved in the relief. The employee providing the early relief shall not have his/her compensable hours increased as a result of the early relief; nor shall the employee relieved early have his/her compensable hours decreased as a result of the early relief. "Paybacks" of early relief hours are the sole obligation of the two employees involved in the early relief. Any dispute is to be resolved by the involved employees, and under no circumstances will the Department be obligated for any further compensation whatsoever to any of the involved employees. The Department is not responsible in any manner for hours owed to employees by other employees who leave the employment of the City or are assigned other duties. ARTICLE NINE GRIEVANCE PROCEDURE GRIEVANCE DEFINITION A grievance shall be defined as an allegation by an employee or the Association of a misinterpretation, misapplication or violation of a particular provision of this MOU, City policy, rule or past practice. The grievance procedure shall not be used in connection with an impasse in collective bargaining, nor with disciplinary actions or other matters for which appeal procedures exist under the Discipline and Disciplinary Actions article herein, or pursuant to statute. DAYS Days shall be defined for the purposes of this Article as any day in which the City Hall is open to the public for the general conduct of business. GRIEVANCE PRESENTATION AND PROCEDURES Employees shall have the right to present their own grievance or do so through their Association representative. Grievances shall be processed on standard forms provided by the Department of Human Resources and shall contain information which (a) identifies the aggrieved, (b) contains the specific nature of the grievance, (c) indicates the time or place of its occurrence, if known, (d) states the article(s) of the MOU, City policy, rule or past practice which have been violated, misinterpreted or misapplied, (e) indicates the persons contacted at the informal stage, if applicable, and (f) states the corrective action desired. Grievances may be submitted via email, so long as the employee attaches the grievance form to the email by the required time line. If an employee includes attachments to the grievance form and those attachments are not included in the email or in -person submission, the City shall notify the employee that all attachments were not included and that the deadline for the City to respond to the grievance will not begin to run until all the attachments are received. Failure by management to reply to the employee's grievance within the time limits specified automatically grants to the employee the right to process the grievance to the next level. Failure by management to respond shall be reported to the Human Resources Director by either the aggrieved employee or Association Representative. If an employee fails to appeal from one level to the next within the time limits established in this grievance procedure, the grievance shall be considered settled on the basis of the last decision, and the grievance shall not be subject to further appeal or reconsideration. All time periods specified in this procedure may be extended by mutual written (including email) consent of the aggrieved employee(e), Association representative and the Human Resources Director. INFORMAL PROCEDURE Within twelve (12) days of the date the employee(s) knew or reasonably should have known of the incident giving rise to the grievance, the employee may discuss the complaint with his/her 35 immediate supervisor. Employees are encouraged to discuss complaints with their immediate supervisor in an attempt to resolve the grievance at the lowest possible step. An employee, at his or her sole discretion, may opt to skip the Informal Procedure resolution process and instead go directly to Step One. If an employee chooses to proceed with the Informal Procedure, he/she or their Association representative shall inform the Human Resources Director, within one day of initiating the Informal Procedure, that he/she has initiated the Informal Procedure and the date the informal grievance was first discussed with his/her supervisor. Within twelve (12) days of the discussion with the employee, the supervisor shall respond in writing to the employee's complaint. If the employee is dissatisfied or if the supervisor fails to respond, the employee shall have access to the formal grievance process described below: Step One — Battalion Chief Within the time period referenced above or, if the employee chooses to skip the Informal Procedure, within twelve (12) days of the date the employee(s) knew or reasonably should have known of the incident giving rise to the grievance, the employee(s) or the Association shall initiate the grievance procedure by explaining the situation in writing to the Battalion Chief of the affected employee(s). The Association and/or employee(s) waives the right to proceed with the grievance if the grievant does not initiate the procedure by this deadline. After the presentation of the grievance to the Battalion Chief, the Battalion Chief shall make a decision and present his/her decision, in writing, to the Association and employees(s) within twelve (12) days, with copies to the Fire Chief and the Human Resources Director. Step Two - Fire Chief If the Association or employee(s) is not satisfied with the decision of the Battalion Chief, or if the Battalion Chief does not provide a decision within the 12-day timeframe, the grievant(s) shall present the grievance, in writing, to the Fire Chief within twelve (12) days of the decision of the Battalion Chief, or twelve (12) days from the date the response was otherwise due. The Association and/or employee(s) waives the right to proceed with the grievance if the grievant(s) does not act by this deadline. Within twelve (12) days, the Fire Chief, or the designee of the Fire Chief, shall meet with the Association and employee(s) to hear the grievance. Within twelve (12) days of hearing the grievance, the Fire Chief or designee shall present his/her decision, in writing, to the Association and employee(s), with copies to the Human Resource Director and the City Administrator. Step Three - City Administrator/Advisory Arbitration If the Association or employee(s) is not satisfied with the result of the meeting with the Fire Chief, the grievant may submit a written request, within twelve (12) days of the written decision of the Fire Chief, that the matter be heard by the City Administrator or designee, or the Association may choose to have the matter heard by an impartial hearing officer (arbitrator). Should the matter be submitted directly to the City Administrator or designee, he/she shall meet with the Association and/or employee(s) within twelve (12) days of receipt of the grievant's written notice. If the Association and/or employee(s) elects to have the matter heard by the City Administrator or designee, the Association and/or employee(s) waives the right to have the matter heard by an arbitrator. Within twelve (12) days of hearing the grievance, the City Administrator shall provide his/her decision, in writing, to the Association and employee(s). The decision of the City Administrator shall be final and binding, subject to the option of the employee to bring a proceeding pursuant to Code of Civil Procedure sections 1094.5 and 1094.6. If the Association elects arbitration, costs of the arbitration shall be shared equally between the Association and the City. A court reporter shall be retained only by mutual consent of the parties. The costs of the arbitration, including the court reporter, shall be divided in half (i.e. 50150) by the parties. Attorney fees, staff time and witness fees shall not be shared between the parties and shall be paid by the party that incurred the cost. If the Association elects arbitration, the City shall request a list of five (5) arbitrators registered with the American Arbitration Association, California State Conciliation Service or some other mutually agreed upon source within ten (10) days of the Association's request. If the parties are unable to agree on an arbitrator from that list, an arbitrator will be selected by the parties alternately striking names from the list until only one (1) name remains. The selected arbitrator shall serve as the hearing officer. All arbitration proceedings arising under the Grievance procedure shall be governed by the provisions of Title 9, Part 3, of the Code of Civil Procedure of the State of California. Within twelve (12) days of receipt of the arbitrator's recommendation, the City Administrator shall provide his/her decision, in writing, to the Association and employee(s). The recommendation of an arbitrator shall be advisory to the City Administrator or designee. The decision of the City Administrator shall be final and binding, subject to the option of the employee to bring a proceeding pursuant to Code of Civil Procedure sections 1094.5 and 1094.6. All time limits specified in the foregoing procedure may be waived only by mutual written agreement. 37 ARTICLE TEN DISCIPLINE A. DISCIPLINARY ACTIONS The tenure of every City employee shall be based on reasonable standards of personal conduct and job performance. Failure to meet such standards shall be grounds for appropriate disciplinary action, which shall be commensurate with the seriousness of the offense and with consideration of the employee's personnel file. Progressive discipline will be used; however, this does not preclude the City from taking disciplinary action, up to and including termination, for an incident for which there is no prior documentation as long as the disciplinary action is warranted and is based on just cause. 2. The following procedures shall be followed when, in the judgment of the Department Director, an employee has committed an act or omission that justifies discipline. The Department Director or his/her designee shall advise employees of contemplated disciplinary actions in writing and allow the employee an opportunity to respond to such charges prior to taking final action. a. Disciplinary actions should be documented in the employee's official personnel file. Performance deficiencies documented in the employee's performance evaluation as "does not meet standards" may be the basis for disciplinary action if the employee fails to correct those performance deficiencies within the time period designated by his/her supervisor. To the extent possible, performance deficiencies or other causes for discipline will be documented in the employee's personnel file. b. Upon the City receiving authorization from the employee, the City will provide the Association with all written notices of discipline given to employees represented by Association. The written notice of discipline will also inform the employee that he/she has the right to consult with the Association with regard to the disciplinary action being taken. C. Nothing in this article shall preclude the Fire Chief or his/her designee from ordering an employee to cooperate with other agencies involved in criminal investigations. If an employee fails to comply with such an order, the employee may be officially charged with insubordination. B. PRE -DISCIPLINARY PROCEDURES Prior to the discipline of any permanent employee, the following procedures shall be followed. This process shall not be applicable to performance evaluations or verbal counseling/reprimands. Written Notice of Proposed Action Written notice of the proposed disciplinary action shall be given to the employee. Such notice shall include the proposed effective date of the discipline, a statement of the reason(s) for the proposed action, including the rule or standard of conduct allegedly violated, the proposed discipline and the charge(s) being considered. Employee Review The employee shall be supplied with a copy of the documents or materials upon which the proposed disciplinary action is based. 38 Employee Response/Pre-Disciplinary Conference The notice of proposed action shall state the date by which the employee must exercise the right to respond orally, in writing or both orally and in writing. This represents the pre -disciplinary opportunity for the employee to state any reasons that he/she believes the proposed action to be inappropriate. The employee shall have a reasonable amount of time to respond, which shall not be fewer than five (5) days. This date may be adjusted by mutual agreement. Failure to respond by the assigned date will constitute a waiver of the right to respond. Any response will be fully considered before any final action is decided upon. The Pre -Disciplinary Conference does not need to be an evidentiary hearing. An employee has the right to have a representative of his or her own choosing at the conference. The City may conduct further investigation if the employee's version of the facts or new information raises doubts as to the accuracy of the City's information leading to the discipline proposal. Written Notice of Final Action After consideration of the employee's response, or in the absence of a response, written notice of the final disciplinary action shall be given to the employee. Such notice shall include essentially the same information contained in the notice of proposed action, except that the employee's formal appeal rights shall be stated. Emergencies When, in the opinion of the City, immediate disciplinary action is required to protect the health, safety or welfare of the public, other employees or the employee himself, the employee may be suspended with pay pending the processing of the notices required in Section B of this article, and pending the completion of such investigations or hearings as may be required to determine if disciplinary action is to be taken. C. DISCIPLINARY APPEAL PROCEDURES The appeal process shall not be applicable to probationary employees. The appeal process shall not be applicable to performance evaluations, or verbal reprimands. An employee desiring to appeal the discipline shall have ten (10) days after receipt of final notice of discipline. The employee's request for appeal must be addressed to the City Administrator and received in the Human Resources Department. The Human Resources Department shall date stamp the employee's appeal to verify the timeliness of the appeal. If, by the expiration of the (ten) 10 day appeal period, the employee does not file the appeal, unless good cause for the failure is shown, the discipline shall be considered conclusive and the right of appeal to have been waived. If the employee files a timely appeal, an appeal hearing shall be established as follows: 1. The employee and the City shall jointly request the State Office of Administrative Hearings to appoint an Administrative Law Judge (ALJ) to hear the appeal and to render a decision advisory to the City Administrator. The City and Association will share equally share (i.e. 50150) the hearing -related expenses such as ALJ fees and court reporter fees, but excluding attorney fees, expert witness(es) and staff time. 2. All appeal proceedings arising under this procedure shall be governed by the provisions of Chapter 5 (commencing with Section 11500) of Part 1 of Division 3 of Title 2 of the California Government Code. 39 3. All time limits specified in the procedure may be waived by mutual written agreement. 4. At the conclusion of the hearing, the ALJ will submit his/her findings to the City and the employee. Within ten (10) days of receiving the ALJ's findings, the City Administrator shall provide his/her decision, in writing, to the employee. The City Administrator's decisions shall set forth which charges, if any, are sustained and the reasons therefor. The opinion shall set forth findings of fact and conclusions. The City Administrator's decision is final, subject to the option of the employee to bring a proceeding pursuant to Code of Civil Procedure sections 1094.5 and 1094.6. 40 ARTICLE TWELVE MANAGEMENT RIGHTS Except as limited by the specific and express terms of this Memorandum of Understanding, the City hereby retains and reserves unto itself all rights, powers, authority, duties and responsibilities conferred on and vested in it by the laws and the Constitution of the State of California and/or the United States of America; provided, however, if the City's decision to exercise such rights, powers, authority, duties and responsibilities impacts the wages, hours and other terms and conditions of employment of unit employees, the City shall be required to first meet and confer on the impact and effect of such decision. The City retains all its exclusive rights and authority under State and Federal law and expressly and exclusively retains its management rights, which include, but are not limited to: A. The exclusive right to determine the mission of its constituent departments, commissions, and boards. B. Set standards and levels of service. C. Determine the procedures and standards of selection for employment and promotions. D. Direct employees. E. Establish and enforce dress and grooming standards. F. Determine the methods and means to relieve its employees from duty for lawful reasons. G. Maintain the efficiency of governmental operations. H. Determine the methods, means and numbers and kinds of personnel by which government operations are to be conducted. I. Determine the content and intent of the job classifications. J. Determine methods of financing. K. Determine style and/or types of city -issued wearing apparel, equipment or technology to be used. L. Determine and/or change the facilities, methods, technology, means, organizational structure and size and composition of the work force and allocate 41 and assign work by which the City operations are to be conducted. M. Determine and change the number of locations, relocations and type of operations processes and materials to be used in carrying out all city functions, including, but not limited to, the right to contract for or subcontract any work or operations of the City. N. Assign work to employees in accordance with requirements as determined by the City. 0. Establish and modify productivity and performance programs and standards. P. For just cause only, discharge, suspend, demote, reprimand, withhold salary increases and benefits, or otherwise discipline employees in accordance with applicable state law. Q. Establish employee performance standards including, but not limited to, quality and quantity standards, and to require compliance therewith. R. Take all necessary actions to carry out its mission in emergencies. S. Exercise complete control and discretion over its organization and the technology of performing its work. 42 CITY RNON L /J Ca&<VNndino Jr. �'� - - A -1 __ - '__ * - � - - / 461 Ad. William Fox Financ Director A/ Lisette Grizze 1 Senior Human Resources Analyst Ana Karina Rudda Human Resources Analyst &'Joseph Sanchez Chief Negotiator ,...� ;1 �, �. Nil'iqg�t _:aw SIGNATURE PAGE VERNO C. Dean lichens President Todd Hewett Vice -President — 41�C Bryan me Secretary Jo an Flagler reasurer __�Xzx; C ernandez VFA Director APPROVED AND ADOPTED BY CITY COUNCIL ON JULY 12, 2016 PER RESOLUTION NO. 2015-36 ATTEST: Dated: Oq Maria Ay a, City Clerk) 43 SIDE LETTER OF AGREEMENT City of Vernon and Vernon Professional Firefighters' Association, Local 2312 This Side Letter of Agreement ("Agreement") is entered by and between the City of Vernon ("City"), the individuals whose names and signatures appear in Exhibit A, and the Vernon Professional Firefighters' Association, Local 2312 ("VPFA") with respect to the following: WHEREAS, VPFA is the recognized employee organization for employees employed by the City's Fire Department in the classifications of Firefighter, Firefighter/Paramedic, Fire Engineer and Fire Captain. WHEREAS, VPFA and the City have been actively engaged in negotiation for a successor Memorandum of Understanding ("MOU") to the one that expired June 30, 2019; and WHEREAS, the City's elected Council voted to contract for firefighting and related services with the Consolidated Fire District of the County of Los Angeles ("the District"); and WHEREAS, following the vote of the City's Council to contract for firefighting services, the City and VPFA ceased negotiating a successor MOU and have been negotiating the impacts and effect of the City's decision to contract for firefighting services; and WHEREAS, the City and VPFA have reached an understanding with respect to the rights and entitlements of its members should the City enter into a contract for firefighting and related services with the District and wish to memorialize that agreement herein. NOW THEREFORE, the City and VPFA agree to amend their MOU as follows: 1. Term of Agreement and MOU: The term of the MOU shall be extended until the earlier of either (1) the commencement date of service by the District, in which case no further MOU will be necessary; or (2) until such time as it is reasonably determined that contracting for firefighting service with LA County will not proceed, in which case the provisions of this side letter shall be null and void and the parties shall reconvene negotiations for a successor MOU; or (3) August 1, 2020, in which case the parties shall either mutually agree to further extend this side letter agreement and the MOU or, if no such agreement is reached to extend the side letter agreement and the MOU, the provisions of this side letter shall be null and void and the parties shall reconvene negotiations for a successor MOU. 2. Staffing: Article Five, Section 2 of the MOU is amended to read as follows: Section 2: Staff i 3. A. Unless otherwise specified in this agreement, all vacancy back fills will be governed by the administrative directives mutually agreed upon by the Union and Fire Chief unless and until staffing falls below 16 VPFA members. As a result of reduced staffing, Engine 76 will be taken out of service. B. Actors can be utilized for purposes of vacancy back fills including IOD/Light Duty. If there are no qualified actors for vacancy back fill, it will be back filled with overtime once staffing falls below 16 VPFA members. C. Vacancy Back fill will not be required for training drills that are scheduled to last 12 or fewer hours in duration. Retiree Medical and Dental: For those VPFA represented employees who transfer to the District with twenty (20) or more years of continuous service with the City of Vernon Fire Department as of the date of transfer (a list of qualifying employees is attached hereto as Exhibit "A"), the following shall apply: a. If the employee separates from the District after age 50 without becoming entitled to a retiree medical contribution in the County's retiree medical health plan, the City shall pay that former employee a retiree medical/dental benefit reimbursement allowance in an amount equal to the actual cost of medical and dental insurance for the employee and his/her spouse, not to exceed $1,100 per month. The reimbursements shall occur quarterly and the employee shall present, quarterly, proof of medical and/or dental insurance coverage and premiums. For purposes of this transitional benefit, qualifying employees (as listed on Exhibit "A") shall have a vested right to the City retiree medical benefit as set forth herein upon transition to employment with the District. b. If the employee separates from the District and qualifies for a District/County retiree medical contribution, the City's payment of a medical/dental insurance benefit for the employee and his/her spouse of up to $1,100 per month will be offset by the amount of benefit the employee is eligible to receive from the District/County. For example, if the cost of the medical and dental insurance premiums for the employee and spouse cost $1050/month, and the employee qualifies for a County/District contribution of $400/month, the City's reimbursement shall be $650/month ($400+$650=$1050). Upon reaching the age of sixty-five (65), the employee and/or eligible spouse shall apply for Medicare coverage. The City shall pay up to 100% of the cost of a Medicare supplemental medical and dental insurance plan not to exceed $1,100 per month. Reimbursement does not include the cost of Medicare premiums and/or copays, but rather a Medicare supplement medical and dental insurance plan. Any amount provided to the employee shall be offset by the amount the employee is eligible to receive from the District/County. 4. Personnel, Ranks, and Salaries: By no later than October 31, 2019, the parties shall reach agreement on the names, City Rank, Transfer Rank, City Seniority Date, and City Salary information contained in Schedule 7 of the agreement between the City and the District, which may be subsequently amended by the parties due only to the separation of an employee(s) prior to transition. The determination of which ranks of VPFA members transfer to the District is determined using time in rank (or a higher rank). For example, the last promoted Captain will be the first bumped down to a classification previously held by that Captain. S. Transfer of Vacation And Sick Leave Hours: By November 30, 2019, VPFA members who desire to transfer to the District shall designate the number of available, accrued vacation and sick leave hours to be transferred, up to 240 hours of vacation leave and 240 hours of sick leave. Any employee failing to make a designation, will be deemed to have designated the maximum number of available vacation and sick leave hours to be transferred. 6. Payout of Remaining Sick Leave and Vacation Leave Hours: Any accrued vacation leave not being transferred to the District shall be paid to employees at their regular hourly rate at the time of separation. Any remaining sick leave hours not being transferred to the District shall be forfeited; provided, however, that those employees with 20 years or more of continuous service on the date that firefighting and related services are transferred to the District shall be compensated for all unused sick leave at the time of separation at 50% of the employee's then current regular hourly rate of pay, pursuant to Article Seven, Section 10(C) of the MOU. 7. Employees Deemed Ineligible for Transfer: Any VPFA represented employee deemed ineligible to transfer by the District will be separated from City effective the date of commencement of service by the District, and the employee would be entitled to any payoffs or other benefits to which they are entitled under the MOU or pursuant to law. The City agrees that it will certify as qualified for industrial disability retirement any member of VPFA who is rejected from employment by the District due to a legitimate industrial injury or other industrial medical condition, and who meets applicable CalPERS criteria for Industrial Disability Retirement, upon submission of the required paperwork (DWC-1, etc.). The parties agree that if a disability retirement is not granted, the City is under no obligation to reinstate the employee to employment with the City as the employee's position has ceased to exist. Any VPFA member who is on leave pursuant to Labor Code section 4850 on the date of transition and who is not being immediately offered a position by the District will continue to receive their Section 4850 payments for the duration of their statutory entitlement (up to one year) under the law. However, such individuals will not be considered employees of the City beyond the date of transition. VPFA employees who are off on a non -industrial injury or illness leave or who have exhausted their Labor Code 4850 benefits on the date of transition will be laid off from the City as of the date of transition, and shall be paid for their accrued leaves and other benefits per the terms of the MOU. 8. Terms of Agreement For Services Between The District and City Incorporated Herein: The parties acknowledge that the Agreement for Services between the City and the District (attached hereto as Exhibit "B") contains terms and provisions that directly impact the determination of who and under what terms employees shall transition to the District and the wages, hours and other terms and conditions of employment of those transitioning employees. To that end, the terms of the Agreement for Services between the City and The District are hereby incorporated by reference as though set forth in full and shall not change in any manner that materially alters the determination of who and under what conditions an employee transitions to the District and the wages, hours and other terms and conditions of employment of VPFA members that transition. [Signatures next page] FOR THE•CITY OF Fandino, Jr.. ATTEST: yta ]�il�i��4lnxlx Lisa Pope, City Clerk Lc/soi, inistrator Date APPROVED AS TO FORM: e--�WA Zayna o ssa, Seni❑ eputy City Attorney VERNON PROFESSIONAL FIREFIGHTERS' ASSOCIATION Dean ' ens. President Date APPROVED AND ADOPTED BY CITY COUNCIL ON OCIOBIM 1, 2019 PER RESOLUTION NO. 2019-41 Exhibit A ,employee Full Name Position Title Orig hire Years of date service TORRES III, PETE FIRE ENGINEER 10i241l988 30.8 HEWETTDD A , TO WIRE CAPTAIN 612611989 3p 2 FOLTZ JR, WILLIAM R FIRE CAPTAIN 9/18/1989 29.9 jGRAVES, JEFFREY S FIRE CAPTAIN 9118119BO 29.9 KIMES. DANIEL A FIRE CAPTAIN 911811989 29.9 RICHENS, DEAN A FIRE CAPTAIN [FIRE ENGINEER _ 9/18/1989 129-9 COSIER, STEVEN P 2126/1990 129.5 'HAUGEN, JASON K [FIRE ENGINEER FIRE ENGINEER 1/7/1991 128.6 !JAMES. JEFFREY A 117/1991 28.6 MACK. BRADLEY W FIREFIGHTER 117 99991 28.6 ARMELLINI, DANIEL W -FIRE CAPTAIN 111211992 '26.8 JOHNSON, PAUL T i FIRE ENGINEER 9/12/1994 24.9 I LANGER. MICHAEL S FIRE CAPTAIN j 9/12/1994 24.9 MUNO, LAWRENCE M FIREFIGHTER 9/12/1994 124.9 DOME, BRYAN D FIRE CAPTAIN 1/12/1998 121.E FARRELL, ROBERT M FIRE CAPTAIN 3/22/1999 120A FISH, ANTHONY M FIRE ENGINEER r 3/22/1999 i 1 20A HOLTZENDORFF, MATTHEW C ;FIRE ENGINEER y 3/22/1999 ;20A ,MCGOVNEY, CHADRICK N i [FIRE CAPTAIN 3/22/1999 20A _ MEYER, DEREK L1 ...................... FIRE ENGINEER - - - ......._....... 3/22/1999 20.4 PINNERE, MICHAEL A IFIRE ENGINEER 3122/1999 I 20-4 SMITH, ANDREW C FIREFIGHTER/PARAMEDIC 3122J1999 20.4 I 'SUTHERLIN, NORMAN G — FIREFIGHTER 3/22/1999 '20.4 CASTRO- ALLEN A FIREFIGHTER 3/13/2000 19.4 Employee eligible if transition to LA County occurs on or after March 13, 2020. Employee Signature a M V P FA As of 9-24-2019 City Council Agenda Item Report Agenda Item No. COV-199-2020 Submitted by: Michael Earl Submitting Department: Human Resources Meeting Date: June 2, 2020 SUBJECT Amendment No. 1 to the Side Letter of Agreement with the Vernon Fire Management Association Recommendation: Adopt Resolution No. 2020-17 approving Amendment No. 1 to the Side Letter of Agreement by and between the City of Vernon and the Vernon Fire Management Association. Background: The operative memorandum of understanding (MOU) and the existing Side Letter of Agreement between the City of Vernon and the Vernon Fire Management Association, will expire August 1, 2020. As it has been determined that the transition of the City's firefighting and fire related services to the Consolidated Fire Protection District of Los Angeles County will not occur prior to the August 1, 2020 expiration of the Side Letter of Agreement, pursuant to City Council direction, negotiations began with the VFMA for an extension to the Side Letter. On May 11, 2020, the parties reached a tentative agreement as to the terms and conditions of an extension and Amendment to the MOU and Side Letter that reflects the following key provisions: • Extending the terms of the operative MOU until the commencement of services by Los Angeles County, or through March 31, 2021, or until such time as a determination is made that the transition of service to Los Angeles County will not proceed; • Effective May 10, 2020, the base salaries of the represented classifications will be increased three percent (3%); • Annual Uniform Allowance will be increased by $125; and • All other terms of the prior MOU and Side Letter of Agreement would remain in effect. Fiscal Impact: The cost of implementing the provisions contained within this Amendment to Side Letter of Agreement will be approximately $9,028 should the transition of fire services to Los Angeles County not occur until March 2021. The estimated cost will be reduced if the transition of services occurs sooner. Funds have been included in the proposed FY2020/2021 budget. Attachments: 1. Resolution No. 2020-17 VFMA 2. VFMA MOU 3. VFMA Side Letter RESOLUTION NO. 2020-17 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON APPROVING AND AUTHORIZING THE EXECUTION OF AMENDMENT NO. 1 TO THE SIDE LETTER OF AGREEMENT BY AND BETWEEN THE CITY OF VERNON AND THE VERNON FIRE MANAGEMENT ASSOCIATION SECTION 1. Recitals. A. The Vernon Fire Management Association (VFMA), has been recognized as an employee organization pursuant to the City of Vernon Employer -Employee Relations Resolution (Resolution No. 4027). B. On July 12, 2016, the City Council of the City of Vernon adopted Resolution No. 2016-37 approving a Memorandum of Understanding (MOU), as amended on October 24, 2017, by Resolution No. 2017-55, setting forth certain terms and conditions for employment of City of Vernon employees in classifications represented by the VFMA, for the period of July 1, 2016 through June 30, 2019. C. Following the August 6, 2019, decision by the City Council of the City of Vernon to contract with the Fire Protection District of Los Angeles County (District) for firefighting services, the City and the VFMA began negotiating the impacts and effects of the City's decision to contract firefighting services and transition thereto. D. On October 1, 2019, the City Council of the City of Vernon adopted Resolution No. 2019-42 approving a Side Letter of Agreement (Side Letter) setting forth certain terms and conditions for represented employees related to the City's transition of firefighting services. E. It has been determined that the transition of the City's firefighting and related services to the District will not occur prior to the August 1, 2020 expiration of the Side Letter, and pursuant to City Council direction, negotiations began with the VFMA for an extension to the Side Letter. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 2. The City Council of the City of Vernon hereby finds and determines that the above recitals are true and correct. SECTION 3. The City Council of the City of Vernon hereby approves and authorizes the execution of Amendment No. 1 to the Side Letter of Agreement (Agreement) between the City of Vernon and the Vernon Fire Management Association, in substantially the same form as attached hereto as Exhibit A. Resolution No. 2020-17 Page 2 of 2 SECTION 4. The City Council of the City of Vernon hereby instructs the City Administrator, or his designee, to take whatever action is deemed necessary or desirable for the purpose of implementing and carrying out the purposes of this Resolution and the transactions herein approved or authorized, including but not limited to, any nonsubstantive changes to the Amendment attached herein. SECTION 5. The City Council of the City of Vernon hereby directs the City Clerk, or the City Clerk's designee, to send a fully executed Agreement to Todd Painton, President of the Vernon Fire Management Association. SECTION 6. The City Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions. APPROVED AND ADOPTED this 2nd day of June, 2020. LETICIA LOPEZ, Mayor ATTEST: LISA POPE, City Clerk (seal) APPROVED AS TO FORM: ARNOLD M. ALVAREZ-GLASMAN, Interim City Attorney EXHIBIT A AMENDMENT NO. 1 TO SIDE LETTER OF AGREEMENT City of Vernon and Vernon Fire Management Association This Amendment to the Side Letter of Agreement (Agreement) is entered by and between the City of Vernon (City) and the Vernon Fire Management Association (VFMA) with respect to the following: WHEREAS, VFMA is the recognized employee organization for employees employed by the City's Fire Department in the classifications of Assistant Fire Chief, Fire Battalion Chief, Administrative Fire Battalion Chief, and Fire Marshal; and WHEREAS, the City Council of the City of Vernon approved a contract for firefighting and fire related services with the Consolidated Fire District of the County of Los Angeles (District) on August 6, 2019; and WHEREAS, the City and VFMA entered into a Side Letter of Agreement with respect to the rights and entitlement of its members should the City transition its firefighting and related services to the District which was approved by the City Council of the City of Vernon on October 1, 2019 through the adoption of City Council Resolution 2019-42 (Side Letter); and WHEREAS, it has been determined that the transition of City firefighting and fire related services to the District will not occur prior to the August 1, 2020 expiration of the Side Letter of Agreement; and WHEREAS, it is in the interest of both the City and VFMA to extend the terms of the parties' operative Memorandum of Understanding (MOU) and Side Letter of Agreement, except as amended below; and WHEREAS, on May 11, 2020, the City and VFMA reached a tentative agreement as to the terms and conditions of an extension and Amendment to the MOU and Side Letter of Agreement. NOW THEREFORE, the City and VFMA agree to amend the MOU and Side Letter as follows: 1. Term of Agreement and MOU: The term of the MOU and Side Letter shall be extended until the earlier of either (1) the commencement date of service by the District, in which case no further MOU will be necessary; or (2) until such time as it is reasonably determined that contracting for firefighting service with LA County will not proceed, in which case the provisions of the Side Letter shall be null and void and the parties shall reconvene negotiations for a successor MOU; or (3) March 31, 2021, in which case the parties shall either mutually agree to further extend the Side Letter and the MOU or, if no such agreement is reached to extend the Side Letter and the MOU, the provisions of this Agreement shall be 005868.00001 24778940.1 Amendment No. 1 to Letter of Agreement Vernon Fire Management Association Page 2 of 3 null and void and the parties shall reconvene negotiations for a successor MOU. Any VFMA represented employee who chooses to retire prior to the commencement date of service by the District shall be entitled to the payoffs and other benefits to which they are entitled under the July 1, 2016 through June 30, 2019 MOU, except as specifically amended by the Side Letter. 2. Salaries: Article Three, of the MOU is amended to read as follows: Section 1: Salaries Effective May 10, 2020, the base salary schedule will be increased by an additional 3%. Classification and Compensation Plan - Effective May 10, 2020 Assistant Fire Chief E FM 42 Monthly Step 1 14,883 Step 2 15,627 Step 3 16,408 Step 4 17,229 Step 5 18,090 Fire Battalion Chief(P) NE FM 38 Monthly Step 1 12,244 Step 2 12,856 Step 3 13,499 Step 4 14,174 Step 5 14,883 Fire Battalion Chief (A) NE FMA 38 Monthly Step 1 12,244 Step 2 12,856 Step 3 13,499 Step 4 14,174 Step 5 14,883 Fire Marshal NE FM 38 Monthly Step 1 12,244 Step 2 12,856 Step 3 13,499 Step 4 14,174 Amendment No. 1 to Letter of Agreement Vernon Fire Management Association Page 3 of 3 Step 5 14,883 3. Uniform Allowance: Article Six, Uniform Allowances, of the MOU is amended to read as follows: Section 1: Uniform Allowance On the first pay check in August each year, each unit employee shall be paid the sum of one thousand one hundred and twenty-five Dollars ($1,125.00) for the purchase of uniforms. A unit employee hired by the City shall receive an initial issue of uniforms. Uniform allowance is special compensation that shall be deemed earned when paid and shall be reported to CalPERS as compensation earnable. 4. Except as otherwise expressly modified by this Agreement, all terms, conditions and provisions of the MOU and Side Letter shall continue in full force and effect, and remain unchanged. FOR THE CITY OF VERNON Carlos R. Fandino, Jr., City Administrator ATTEST: Lisa Pope, City Clerk (seal) Date APPROVED AS TO FORM: Zaynah Moussa, Senior Deputy City Attorney VERNON FIRE MANAGEMENT ASSOCIATION Todd Painton, President Date APPROVED AND ADOPTED BY CITY COUNCIL ON PER RESOLUTION NO. MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF VERNON AND VERNON FIRE MANAGEMENT ASSOCIATION July 1, 2016 through June 30, 2019 Atptiq a a * F111E TABLE OF CONTENTS MEMORANDUM OF UNDERSTANDING Parties to the Memorandum of Understanding.......................................................... 6 ARTICLE ONE; FUNDAMENTALS Section I: Recognition ....... ................................ .................................... ...7 Section 2: No Discrimination.......................................................................7 Section 3: Mutual Cooperation...... .......................................................... 8 Section4: Layoffs...................................................................................8 Section 5: No Strikes or Lockouts.................................................................8 Section 6: City 1 VFMA Meetings.................................................................. 8 Section 7: Association Business....................................................................8 Section 8: Association Leave........................................................................9 Section 9: Driver License Requirement ............................. . ............................. .9 Section 10: Payroll Deduction........................................................................9 Section11: Term.....................................................................................10 ARTICLE TWO: LEGAL LIMITATIONS, SAVINGS CLAUSE & TERM Section 1: Legal Limitations and Savings Clause...............................................................I 1 Section 2: Maintenance of Existing Conditions ........ ............................ ............... I ] Section 3: Modification and Waiver.....................................................................................I I Section4: Severalsility.................................................................. ...........I I ARTICLE THREE: SALARIES Section1: Salaries................................................................................................................12 Section 2: Merit Steps................................................................................ 14 2 Section 3: Salary Adjustment Increase ................................................. I......... 15 Section 4: Bilingual Pay............................................................................ 15 Section 5: Educational Incentive Pay................................................................ 15 Section 6: Chief Officer Certificate -- Prior to July 1. 2014..................................... 16 Section 7: Chief Officer Certificate —After July 1, 2014....................................... 16 Section 8: Hazardous Materials Specialist Pay ................................................... 17 Section 9: Urban Search and Rescue Specialist Pay............... ............................... 17 Section W: Phvsical Fitness/Wellness Program ................................................... 18 Section t i s Computation of Pay.................................................................... 18 ARTICLE FOUR: LONGEVITY Section 1: Employees Hired On or Before June 30, 1994....................................... 19 Section 2: Employees Hired After June 30, 1994................................................ 19 ARTICLE FIVE: OVERTIME Section 1: Overtime Authorization................................................................ 20 Section 2: Compensatory Time......................................................................21 Section 3: Compensatory Time Payment upon Termination....................................21 Section 4: Usage of Compensatory Time Earned ................................................ 21 Section 5: Leave Inclusion......................................................................... 21 Section 6: Training and Recertification............................................................ 22 Section7: Call Sacks .............. .................... ....................... ........................ 22 Section 8: Non-Compensabie....................................................................... 22 ARTICLE SIX: UNIFORMS Section 1: tJniform Allowance..................................................................... 24 3 ARTICLE SEVEN: BENEFITS Section 1: Public Employees Retirement System.................................................25 Section 2: Supplemental PERS Benefits........................................................... 25 Section 3: Cafeteria Plan ...................... ................................... .................... 26 Section4: Medical.............................................................. . .................... 26 Section5: Dental..................................................................................... 27 Section6: Vision...................................................................................... 28 Section 7: Life Insurance............................................................................. 28 Section 8: Deferred Compensation....................................................... . ......... 28 Section 9: Education Reimbursement .............................................................. 28 Section 14: Other Employee Programs.............................................................. 29 Section 1 ] : Retiree's Medical........................................................................ 29 ARTICLE EIGHT: VACATION Section1: Vacation Time............................................................................. 31 Section 2: Vacation Leave: Administrative Personnel .......................................... 31 ARTICLE NINE: SICK LEAVE Section 1: Sick Leave ....................... .......................................................... 33 Section 2: Sick Leave Conversion ................................... ......................... 34 ARTICLE TEN — LEAVE BENEFITS Section1: Jury Duty.................................................................................. 35 Section 2: Bereavement Leave..................................................................... 35 4 1:�I9Cy11:41:lMWA, CIi;IMY43RC4kfol:lQi11J.1!CIVAN.Dal*1QLy.1.1 Section 1: FLSA Work Period ............... .................................................... --- 38 Section 2: Work Schedules........................................................................... 38 Section 3: Shift Trades............................................................................... 38 Section 4: Early Relief............................................................................... 39 ARTICLE TWELVE: GRIEVANCE PROCEDURE Grievance Procedure Steps................................................................................ 40 ARTICLE THIRTEEN: DISCIPLINE PROCEDURE DisciplineProcedure..................................................--............................. 44 ARTICLE FOURTEEN: MANAGEMENT RIGHTS ManagementRights......................................................................................... 48 SIGNATURE PAGE Signatures.................................................................................................... 50 5 MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF VERNON AND VERNON FIRE MANAGEMENT ASSOCIATION Parties to the Memorandum of Understanding Pursuant to Chapter 10 (section 3500 et seq) of Division 4. Title 1 of the Government Code and Resolution No. 4027, the Resolution for the administration of Employer -employee relations, the matters within the scope of representation that are set forth in this Memorandum of Understanding (MOU) have been discussed by and between representatives of the City of Vernon and the representatives of the Vernon Fire Management Association, (hereinafter "VFMA"), and except as otherwise specifically provided herein shall apply only to those defined in the aforesaid Resolution as "full-time sworn and regular part-time employees in the Fire Department management and confidential employees," otherwise known as Chief Officers. This MOU constitutes a joint agreement by the Municipal Employee Relations Representative ("MERR") and the VFMA, to be submitted to the City Council of Vernon for its determination and approval by one or more Resolutions or Ordinances as the City Council may deem fit and proper. The MERR and the Representative of the VFMA have agreed that they will jointly urge the City Council of Vernon to adopt one or more Resolutions or Ordinances reflecting the changes in wages, hours, and other conditions of employment agreed upon in this MOU. If approved, the terms agreed upon by this MOU shall take effect on July 1, 2016, and shall expire at midnight on June 30, 2019. IN CONSIDERATION OF THE TERMS AND CONDITIONS HEREIN STATED, the VFMA and the City of Vernon agree as follows- 0 ARTICLE ONE FUNDAMENTALS Section 1: Recogn ition The City recognizes the Vernon Fire Management Association as the exclusive recognized employee organization on behalf of all full-time sworn, management personnel engaged in fire prevention, suppression, administration and paramedic services within the City, including, but not limited to, employees occupying the job classifications of Assistant Fire Chief, Fire Battalion Chief, Administrative Fire Battalion Chief, and Fire Marshal. Section ?: No Discrimination The City and the Association are committed to working together to support a work environment characterized by fair treatment and access to equal opportunities. The provisions of this Memorandum of Understanding shall be applied equally to all employees covered hereby. Neither the City nor the VFMA shall discriminate against any individual, applicant or employee with respect to his compensation, terms, condition, or privileges of employment or because of an individual's race, color, sex, religion, national origin, age, marital status, disability, pregnancy, sexual orientation, political or religious opinions or affiliations, or membership or non -membership in the VFMA. The terms "they" and "their" may be used in this agreement as substitutes for the terms "his," "her," "his/her," "he," "she," or other terms which would indicate masculine or feminine gender. Whenever the male gender is used herein it shall be construed to refer to both male and female employees. Except as limited by the specific and express terms of this Memorandum of Understanding, the Association hereby retains and reserves unto itself all rights, powers, authority, duties and responsibilities conferred on and vested in it by the laws and the Constitution of the State of California and/or the United States of America. The parties specifically agree that neither VFMA nor any VFMA representative or member shall be discriminated against, intimidated, coerced, disciplined or retaliated against because of the lawful exercise of its or his rights, including, but not limited to, the right to participate in VFMA activities, serve as a VFMA officer or director, or otherwise represent the interests of VFMA. Section 3: Mutual Cooperation The parties recognize the necessity of cooperating on matters of mutual concern and interest and agree to work together to maximize the effectiveness of the Fire Department and the City and to accomplish goals in their mutual interest. Section 4: Lavoffs In accordance with the Meyers-Mi I ias Brown Act, the City and the VFMA shall meet and confer on the effect of its actions to lay off any employee represented by the VFMA. This will occur prior to implementation except in emergency circumstances as defined in law. The agreement to meet and confer over the effect of the exercising of a City right shall not in any way impair the right of the City to exercise and implement any of its rights to layoff. Section 5: No Strikes or Lockouts During the life of this agreement no work stoppages, strikes, or slowdowns shall be caused or sanctioned by the VFMA, and no lockouts shall be made by the City. Section G: CityNFMA Meetia s Representatives from the VFMA and the City shall meet as needed to discuss issues of mutual concern. Section 7: Association Business Representatives of the VFMA shall be allowed time to conduct their Association business as necessary during work hours. Representatives of the VFMA shall have reasonable access to the work sites of unit employees at any time during the working hours to conduct Association business as long as such visits do not unreasonably interfere with the conduct of the City's usual business and the employee's work. Coordination of such work will be made with the Fire Chief to ensure the availability of staffing levels for such meetings. Representatives of VFMA may use any Fire Department facilities free of charge for its Board of Directors and general membership meetings provided such facility is not otherwise booked. VFMA shall secure approval from the Fire Chief for the date and time it wishes to secure use of the facility. The granting of such approval will be made if the City facility is not otherwise scheduled to be used at the time of VFMA's request. No unit employee shall engage in political activity while on duty or in uniform. 8 Section 8: Association Leave The VFMA President will have available to him/her a total of 240 hours of Association Leave Time at the beginning of each calendar year for conducting Association business off duty during time he and/or any of his Association board members would be regularly scheduled to work. A. The VFMA President will be responsible for assigning any Leave Time to his board members. Unused hours may not be carried over from one year to the next without the written authorization of the Fire Chief or his designee. B. In each case where Leave Time is requested, such request must be in writing to the Fire Chief a minimum of 72 hours before the Leave Time is needed unless the minimum notice period is waived in writing by the Fire Chief or his designee. C. Association Leave Time will not be granted if it will cause overtime unless it is authorized in writing by the Fire Chief or his designee. D. In no case will Association Leave Time be used for political action purposes. Section 9: Driver's License Re uirement Firefighters of all ranks from Assistant Fire Chief and below must maintain at the minimum a Class C driver's license with a firefighter endorsement. Exceptions to this requirement must be approved in writing by the Fire Chief. Section 10: Payroll Deduction The City shall, during the term of this agreement, effect a payroll deduction for membership dues, service fees and other charges authorized pursuant to an executed form signed by the employee permitting such deductions. Any payroll deductions collected by the City shall be transmitted on a biweekly basis to the treasurer of the Association, or such other party designed in writing by the Association. The City shall not be obligated to put into effect any new, changed, or discontinued deduction until the first pay period commencing not more than thirty (30) days after receiving the request. This provision shall remain operative as long as VFMA is the exclusive recognized employee organization of unit employees. 9 Section 11: Term (a) Except as otherwise provided herein, this Memorandum of Understanding shall be in full force and effect from July 1, 2016, and shall remain in full force and effect up to and including midnight, the 30th day of June 2019 or until the next Memorandum of Understanding becomes effective. (b) This Memorandum of Understanding shall be binding on the City and the Union when approved and adopted by the City Council, 10 ARTICLE TWO LEGAL LIMITATIONS, SAVINGS CLAUSE, AND TERM Section 1: Legal Limitations and Savings Clause It is understood and agreed that this Memorandum of Understanding (including, but not limited to, the provisions of the Fair Labor Standards Act) and any and all Resolutions or Ordinances adopted in implementation thereof are and shall be subject to all present and future applicable federal and state laws and regulations and shall be effective and implemented only to the extent permitted by such laws and regulations. If any part of this Memorandum of Understanding or of any Resolution or Ordinance adopted in implementation thereof is in conflict or inconsistent with any such applicable provisions of federal and state laws or regulations or otherwise held to be invalid or unenforceable by any tribunal of competent jurisdiction, such part or provision shall be suspended and superseded, and such applicable laws and regulations and the remainder of this Memorandum of Understanding shall not be affected thereby and shall remain in full force and effect; Section Z: Maintenance of Existina Conditions Any employment policy, practices and/or benefits. including the alternative workweek schedule and overtime compensation are incorporated into this Memorandum of Understanding, unless otherwise stated herein. In the event ofaconflict between the Memorandum of Understanding and an existing policy and/or practice, this Memorandum of Understanding shall govern. Section 3: Modification and Waiver The City reserves the right to add to, delete from, amend or modify the Administrative rules, the City Municipal Code, and the City's Personnel Policies and Procedures Manual during the term of the Memorandum of Understanding, subject to the requirements of the Meyers-Milias-Brown Act and the Firefighters Procedural Bill of Rights Act. Section 4: Severabilitv. In the event that a court finds any provision(s) of this Memorandum of Understanding to be invalid or unenforceable, the parties intend that the remaining provisions remain in effect. The parties further agree to meet and confer for purposes of negotiating an alternative to any provision declared invalid or unenforceable. 11 ARTICLE THREE SALARIES Section 1: Salaries Effective the beginning of the pay period containing July 10, 2016, the following salary ranges are established for employees represented by the VFMA based upon the results of the City wide classification and compensation study at the 750' percentile, and consistent with the proposed grade and step pay plan. Effective July 10, 2016, VFMA employees shall be placed at the grade and step that is closest to, but not lower than their current base salary. a. Effective July 10, 2016 (first full pay period in July), the base salary schedule will be increased by 2%. b. Effective July 9, 20I7, the base salary schedule will be increased by an additional 2%. C. Effective July 8, 2018, the base salary schedule will be increased by an additional 2%. Classification and Compensation Plan - Effective July 10, 2016 Assistant Fire Chief E FM42 Monthly Step 1 $13,890 Step 2 $14,585 Step 3 $15,314 Step 4 $16,080 Step 5 $16,884 Fire Battalion Chief (P) NE FM38 Monthly Step I $11,427 Step 2 $11,998 Step 3 $12,598 Step 4 $13,228 Step 5 $13,890 Fire Battalion Chief (A) NE FMA38 Monthly Step 1 $1 1,427 Step 2 $11,998 Step 3 $12,598 Step 4 $13,228 Step 5 $13,890 12 Fire Marshal NE FM38 Monthly Step 1 $11,427 Step 2 $11,998 Step 3 $12,598 Step 4 $13,228 Step 5 $13,890 Classification and Compensation Plan - Effective July 9, 2017 Assistant Fire Chief E FM 42 Monthly Step 1 $ 14,166 Step 2 $ 14,874 Step 3 $ 15,618 Step 4 $ 16,399 Step 5 $ 17,219 Fire Battalion Chief (P) NE FM 38 Monthly Step 1 $ 11,654 Step 2 $ 12,237 Step 3 $ 12,849 Step 4 $ 13,491 Step 5 $ 14,166 Fire Battalion Chief (A) NE FMA 38 Monthly Step 1 - --- $ 11,654 Step 2 $ 12,237 Step 3 $ 12,849 Step 4 $ 13,491 Step 5 $ 14,166 Fire Marshal NE FM 38 Monthly Step 1 $ 11,654 Step 2 $ 12,237 Step 3 $ 12,849 Step 4 $ 13,491 Step 5 $ 14,166 13 Classification and Compensation Plan - Effective July 8, 2018 Assistant Fire Chief E FM 42 Monthly Step 1 $ 14,449 Step 2 $ 15,172 Step 3 $ 15,931 Step 4 $ 16,727 Step 5 $ 17,563 Fire Battalion Chief (P) NE FM 38 Monthly Step 1 $ 11,888 Step 2 $ 12,482 Step 3 $ 13,106 Step 4 $ 13,761 Step 5 $ 14,449 Fire Battalion Chief (A) NE FMA 38 Monthly Step 1 $ 11,888 Step 2 $ 12,482 Step 3 $ 13,106 Step 4 $ 13,761 Step 5 $ 14,449 Fire Marshal NE FM 38 Monthly Step 1 $ 11,888 Step 2 $ 12,482 Step 3 $ 13,106 Step 4 $ 13,761 Step 5 $ 14,449 Section 2: Merit Steps Effective July 10, 2016, employees who are not at the top step of their Ciassification Compensation Plan and have attained one year of an overall "satisfactory" or higher performance evaluation rating, as of their immediately preceding classification anniversary date, shall receive one merit salary advance. Effective July 2017, and for the remainder of this agreement, employees who are not at the top step of their Classification Compensation Plan and who achieve an overall "exceeds standards" ranking during their annual performance review in accordance with the City's Performance Evaluation Policy will receive one merit salary advance on the first full pay period in July. Employees shall continue to receive their annual evaluations as scheduled in the City's Performance Evaluation Policy and employees may receive more than one annual merit salary advance during the term of this Agreement. 14 Section 3: SalaryAdjustment Increase In the event there is a salary inequity between ranks or between employees within the Department, the Fire Chief, with approval of the City Administrator, may implement a service adjustment increase up to ten percent (10%) per month of their base salary. Section 4: Bilingual Pay A unit employee may be compensated for bilingual skills after the employee demonstrates proficiency in speaking a foreign language (the ability to read and write in a foreign language may also be tested, if necessary), which proficiency would be determined by successful completion of a foreign language proficiency test designated by the Human Resources Department. Those employees who successfully demonstrate this skill are eligible to receive an additional One Hundred Twenty -Five Dollars ($125.00) per month for bilingual pay and shall not be considered to be part of the employee's base monthly salary when computing incentive pay. Section 5: Education Incentive Pay Effective July 1, 2016, all unit employees hired before July 1, 20I6, who have completed the initial hire probationary period and who hold a fire science certificate or have completed the course equivalent thereto (i.e., 30 units of fire science related courses) shall receive an additional six percent (6%) of their base rate of pay per month, after satisfactory completion of their performance evaluation period. Unit employees hired before July 1, 2016, who have passed their probationary period, and who do not currently hold a fire science certificate or possess the equivalent units as stated above will be given until July 1, 2017, to obtain the fire science certificate or equivalent units. Such employees will be given an additional three percent (3%) of their base rate of pay per month effective July 1, 2016. Should the employee not obtain the necessary fire science certificate or equivalent units by July 1, 2017, they will no longer be eligible to receive the additional three percent (3%). An employee, at the sole discretion of the Fire Chief, may be given an additional six months to obtain the fire science certificate or equivalent units. Upon obtaining the necessary fire science certificate or equivalent units, such employee shall begin to receive the additional six percent (6%) of their base rate of pay per month instead of the three percent (3%) in accordance with the terms stated above. All unit employees hired after July 1, 2016, who have completed the initial hire probationary period and who hold a fire science certificate or have completed the course equivalent thereto (i.e. 30 units of fire is science related courses) shall receive an additional three percent (3%) of their base rate of pay per month, after satisfactory completion of their performance evaluation period. A unit employee who holds an AA or AS Degree in Fire Science or Fire Technology with completion of five (5) years of uninterrupted service with the Fire Department shall receive an additional three percent (3%) per month of their base salary or; A unit employee who holds a BA or BS Degree in Fire Science or Fire Technology or closely related field with completion of five (5) years of uninterrupted service with the Fire Department shall receive an additional three percent (3%) per month of base salary or; A unit employee who holds a Fire Officer Certificate with completion of five (5) years of uninterrupted service with the Fire Department shall receive an additional three percent (3%) per month of base salary. Education incentive pay is cumulative for a maximum of 9%. Should employees represented by the Vernon Firemen's Association (VFA) receive across -the board enhancements to the existing Educational Incentive Pay between July 1, 2016 and June 30, 2019, a like enhancement will be provided to employees represented by the VFMA. Section G: Chief Officer Certificate — Employees prompted prior to July 1, 2014 Effective July 1, 2014, VFMA employees who were promoted to a Fire management position prior to July 1, 2014 and hold a Chief Officer Certificate, or have completed coursework equivalent thereto (i.e., California State Fire Training Professional Certification Track for Chief Officer) shall receive an annual education incentive stipend in the amount of $2,000, in two equal, semi-annual installments. The first installment of $1,000 shall be paid with the first paycheck in January, and the second installment of $1,000 shall be paid with the first paycheck in July. Section 7: Chief Officer Certificate —Employees promoted on or after July 1, 2014 Effective July 1, 2014, VFMA employees who were promoted on or after July 1, 20I4 and hold a Chief Officer Certificate shall receive an annual education stipend in the amount of $2,000, in two equal, semi- annual installments. The first installment of $1,000 shall be paid with the first paycheck in January, and the second installment of $1,000 shall be paid with the first paycheck in July. 16 Section 8: Hazardous Materials Specialist Pay Unit employees hired before July 1, 2016, certified as a Hazardous Materials Specialist shall receive special compensation of one hundred and seventy-eight dollars and twenty one cents ($178.21) per month above their base pay. Said payment shall not be considered to be part of the employee's base salary when computing incentive pay. For any unit employees hired after July 1, 2016, all personnel assigned to a Hazardous Materials team/station who are performing the duties required of the Hazmat Assignment, and who have completed required training and possess a valid certification. shall receive $17.82 per shift worked on Hazmat Assignment. Said payment shall not be considered to be part of the employee's base salary when computing incentive pay. Should employees represented by the Vernon Firemen's Association (VFA) receive across -the board enhancements to the existing Hazardous Materials Specialist Pay between July 1, 2016 and June 30, 2019, a like enhancement will be provided to employees represented by the VFMA. Section 9: Urban Search and Rescue USAR Pa Unit employees hired before July 1, 2016, certified as a USAR Specialist shall receive special compensation of one hundred and seventy-eight dollars and twenty one cents ($178.21) per month above their base pay. Said payment shall not be considered to be part of the employee's base salary when computing incentive pay. For any unit employees hired after July 1, 2016, all personnel assigned to a USAR team/station who are performing the duties required of the USAR Assignment, and who have completed required training and possess a valid certification, shall receive $17.82 per shift worker on USAR Assignment. Said payment shall not be considered part of the employee's base salary when computing incentive pay. Should employees represented by the Vernon Firemen's Association (VFA) receive across -the board enhancements to the existing USAR Pay between July 1, 2016 and June 30, 2019, a like enhancement will be provided to employees represented by the VFMA. 17 Section 10: Physical FitnessfWellness Program This program is mandatory for all fire safety personnel. Any individual who after one (1) year of participation has completed a pre-program fitness evaluation, minimum participation requirements, bi- annual fitness evaluations and verification of participation by the Fire Chief will receive two hundred fifty dollars ($250.00). The Physical Fitness/Wellness program is attached hereto as Attachment "A", and incorporated herein. Section 11: Com utation of Pa A. Unit employees assigned to a 40-hour workweek shall be paid on an hourly basis. The hourly rate shall be the product of dividing the monthly salary by I73.333. Upon being assigned to a 40- hour schedule an employee's accrued leave shall be reduced by a factor of 1.4 and paid to the employee upon use or separation at the employee's 40-hour regular rate of pay. Upon being reassigned to a 56-hour schedule. all such accrued leave shall be increased by a factor of 1.4. B. 56-hour platoon personnel Unit employees assigned to a fifty-six (56) hour work week would be paid a widely fluctuating amount each pay period if they were paid for hours actually worked; therefore, such employees shall be paid for the average number of hours in a two (2) week period, one hundred and twelve (112) hours. Exceptions for leave without pay hours shall be reported and deducted from the average when pay is computed. The "Exception Report" shall be in a form approved by the City Administrator. 18 ARTICLE FOUR LONGEVITY Section 1: Employees Hired On or Before June 30, 1994 Upon attaining 5 years of service with the City of Vernon........................5% above base pay Upon attaining 10 years of service with the City of Vernon ...........................10% above base pay Upon attaining 15 years of service with the City of Vernon.....................15% above base pay Upon attaining 20 years of service with the City of Vernon.....................20% above base pay Upon attaining 30 years of service with the City of Vernon an Assistant Fire Chief, Fire Battalion Chief (P), Fire Battalion Chief (A) or Fire Marshal............................................25% above base pay Sectiou 2: Employees Hired After June 30, 1994 and before December 31, 2013 Upon attaining 5 years of service with the City of Vernon........................5% above base pay 19 ARTICLE FIVE OVERTIME Section 1: Overtime Authorization All overtime requests must have prior written authorization of a supervisor prior to the commencement of such overtime work. Where prior written authorization is not feasible, explicit verbal authorization must be obtained. Dispatched calls extending beyond the end of duty time are considered as authorized. A. Policy It shall be the policy of the Vernon Fire Department to honor personnel requests for time off when possible, and distribute overtime opportunities in a fair and equitable manner to all members. It shall be the Department's priority to maintain essential staffing levels when arranging coverage. B. Order of Filling Vacancies Overtime vacancies will he filled on a rank -for -rank basis by first referring to the list of personnel in the same rank as the vacancy who have signed up for overtime availability for that day. The individual in the same rank with the least overtime worked that calendar year will have the first opportunity to work the overtime vacancy. If that employee does not elect to work the overtime shift, the person in the same rank as the vacancy with the next least amount of overtime worked that calendar year will have the next opportunity. This process will be followed until the overtime vacancy is filled or the list of personnel within the same rank as the vacancy is exhausted. In the event the vacancy is unfilled, the same process will be used for those personnel who have signed up as available to work overtime that day who are qualified to act in the rank in which the vacancy exists. If that list is also exhausted and the vacancy is not filled, the person that is not presently working and that is of the same rank as the vacancy with the least mandated overtime worked that calendar year shall be mandated to work the overtime shift. C. What Overtime Vacancies Will Be Filled a. Any vacancy in the Fire Battalion Chief rank that is the result of an employee using vacation leave shall be filled first by a Fire Battalion Chief. If a Fire Battalion Chief is unable to fill 20 the position then an Acting Fire Battalion Chief from the established Acting List will fill the position. b. A vacancy that is the result of an employee using sick leave may be filled at the discretion of the Fire Chief. Section 2: Compensatory Overtime A. For fire suppression employees having an average work week of 56 hours, compensatory time shall accumulate at the premium rate of one and one-half (1 '/2) hours of compensatory time for each one (1) hour of overtime actually worked in excess of the employee's regular scheduled working hours for a 24 day work cycle. B. For employees having an average work week of forty (40) hours, compensatory time shall be accumulated at the premium rate of one and one-half (1 ''/2) hours of compensatory time for each one (1) hour of overtime actually worked during the employee's regular work week up to a maximum accrual of 480 hours. Section 3: Compensatory Time Payment upon Termination Employees shall be entitled to receive payment for all accumulated compensatory time upon their termination, Section 4: Usage of Compensatory Time Earned Accumulated compensatory time off may be taken by an employee in the same manner as vacation time as described in Article Eight of this MCLI. Section 5: Leave Inclusions A. In determining an employee's eligibility for overtime compensation in a work period, paid leaves of absence will be included in the total number of hours worked. Paid leaves of absence include, but are not limited to, the following: 1, Holiday Leave I In -Lieu Leave 2. Administrative Leave 3. Compensatory Leave 4. Workers' Compensation Leave (4850 time) 5. Jury Duty 21 6. Bereavement Leave 7. Military Leave 13. Vacation and Sick Leave - In determining an employee's eligibility for overtime compensation, vacation and sick leave shall not be included in calculating the total number of overtime hours worked in a 7-day work week. At the time of MOU ratification, the implementation of this provision was still being analyzed. If the City confirms that calculation based on a 7-day work week is enforceable under the Fair Labor Standards Act, this provision will be implemented after the City provides the VFMA written notice of its confirmation, and a date certain on which this provision will take effect. If this provision is found to be unenforceable, the City and the Association agree to a re -opener to discuss the exclusion of vacation and sick leave counting towards overtime within a work week. Section 6: Training and Recertification Time Training time that is required is compensable. Recertification time that is directly related to an employee's job will be compensable if completed during assigned work hours or authorized for overtime by the Fire Chief. Section 7: Call Backs Call Back duty occurs when an employee is ordered to return to duty on a non -regularly scheduled work shift. Call back does not occur when an employee is held over from his/her prior shift or is working prior to his/her regularly scheduled shift. An employee called back to duty shall be credited with a minimum of four (4) hours work. Any hours worked in excess of four (4) hours shall be credited on an hour -for -hour basis (at time and one-half compensation) for actual time worked. When an employee is called back, his/her work time shall be credited commencing upon the time the employer has made direct contact with the employee. Section S: Non-Comnensable A. City Vehicle User -Unit employees who are provided with a City vehicle to travel to and from work shall not be compensated in any manner whatsoever for travel time to and from work. 22 B. Clothes/Uniform Changing Time —Unit employees are not authorized to wear their uniforms or any part thereof that is distinguishable as such unless on duty. Each employee is provided with a locker for his/her personal convenience. Any employee may utilize or not utilize the locker for storage and changing purposes at his/her own discretion. Nothing herein prevents an employee from wearing his/her uniform to and/or from his/her residence to work as long as the badge and insignia are covered in a non -unit issue garment such as a windbreaker. Time spent changing clothes before or after shin is not considered hours worked and is not compensable in any manner whatsoever. An employee shall be allowed to make off duty presentations without compensation in uniform upon the approval of the Fire Chief. 23 ARTICLE SIX UNIFORM ALLOWANCE Section 1: Uniform Allowance On the first pay check in August of each year, each unit employee shall be paid the sum of One Thousand Dot tars ($1000.00) for the purchase of uniforms. A unit employee hired by the City shall receive an initial issue of uniforms. Uniform allowance is special compensation that shall be deemed earned when paid and shall be reported to CalPERS as compensation earnable. The City shall provide all unit employees all required safety equipment, including, but not limited to, work boots. 24 I: I lif49 9 &y DVTDI►1 BENEFITS Section 1: Public Employee -Retirement System "PERS" The City shall maintain its contract with the California Employees Public Retirement System (CaIPERS) that provides VFMA unit employees with the three percent (3%) at 50 safety retirement benefit plan. As a result of the recent passage of AB 340 Public Employee Pension Reform Act (PEPRA), new CaIPERS members hired on or after January 1.2013 who meet the definition of new member under PEPRA shall be provided a 2.7% at 57 CaIPERS retirement benefit plan. Unit members identified as CaIPERS "Classic Members " shall be responsible for paying their CaIPERS nine percent (9%) employee's contribution. Unit members identified as "New Members" under the CaIPERS definition as a result of PEPRA shall be responsible for paying their applicable CaIPERS employee's contribution. Section 2: Supplemental PERS Retirement Benefits The City agrees to provide additional supplemental retirement benefits to VFMA unit employees under CaIPERS as follows: Gov't Code Section: 20042 — One Year Final Compensation: Final compensation is the average full-time monthly pay rate for the highest twelve (12) consecutive months. • Gov't Code Section: 20124 - MilitaEy Service Credit as Public Service: Employees may elect to purchase up to four (4) years of service credit. Gov't Code Section: 21574 — 4th Level of 1959 SurviVor Benefits: ■ Gov't Code Section: 211624 & 21626 & 21628 -Post Retirement Survivor Allowance: Provides surviving spouse fifty percent (50%) of the amount of retirement allowance, dependent on option choices, that is in effect at the time of death of retiree. ■ Pre -Retirement G ion 2 W Death Benefit 21548 • Gov't Code Section: 20965-Credit for Unused Sick Leave 25 Section 3: Cafeteria Plan The City and the Association agree to a section 125 cafeteria plan (non -cash out), effective July 1, 2016. The City will adhere to the cafeteria plan requirements in accordance with IRS Section 125 regulations. The City shall provide to each employee in this bargaining unit a monthly allowance toward the cost of his/her medical plan as outlined in subsections A, B. C, and D below. In the event an employee does not exhaust nor exceed his/her monthly medical allowance. the employee shall be allowed to apply any unused portion towards the purchase of dental, vision, supplemental or ancillary plans offered through the City and approved by the Director of Human Resources. Section 4: Medical: The City offers various medical plans to employees. The City reserves the right to select. administer, or fund any fringe benefit programs involving insurance that now exist or may exist in the future. A. The City shall meet with the Association prior to any change of insurance carrier or method funding coverage for any fringe benefits listed in this article. During the term of the Agreement, for employees who elect Employee + Family coverage, the City agrees to provide a cafeteria plan contribution equal to the total premium costs of the Employee + Family Low Medical HMO, Employee + Family lowest cost Dental ❑MO and lowest cost family vision plan. Employees enrolled in the Employee + Family health benefits category that elect a health plan higher than the Low HMO medical, dental and/or vision, will be responsible for any applicable premium costs through a pre-tax payroll deduction. The City understands that this amount will vary based on the premium costs that go into effect on January 1 st of each calendar year of the term of this Agreement. If employees opt out of dental and/or vision, they may use the allotments for those respective coverages toward excess medical premiums. B. During the term of the Agreement, for employees who elect Employee -Only, Employee + Spouse and Employee + Children tiers, the City agrees to provide the same flat dollar cafeteria contribution for medical, dental and vision benefits that the City is paying as of June 2016 for these employee health group tiers. That amount is $1,100 per month. Employees who elect one of these tiers must pay for their dental and vision benefits from this cafeteria contribution. The parties understand and agree that this amount will remain fixed during the term of this Agreement. Provided, however, should the total premium cost of the lowest cost medical HMO, lowest cost Dental DMO, and lowest cost vision plan exceed the current flat rate dollar cafeteria 26 contribution for medical, dental. and vision benefits for any of the tiers, then the contribution for that tier will be raised to equal the total premium costs of the Low Cost Medical HMO, lowest cost Dental DMO, and lowest cost vision plan for that tier. Employees that elect a health plan higher than the applicable City contribution will be responsible for any applicable premium costs through a pre-tax payroll deduction. If employees opt out of dental and/or vision, they may use the allotments for those respective coverages toward excess medical premiums. C. For unit employees enrolled in the HSA PPO plan, the City shall pay up to the city contribution for their specific tier as set forth in A and S above reduced by an annual amount of $3,000. in addition, for each employee enrolled in an HSA PPO plan, annually the City shall make lump sum contributions to a health savings account (HSA) as follows $1,500 in January, and $500 each in March, June, and September. The cost of any HSA PPO plan selected by employees that exceeds the City contribution amount shall be paid the employee through a pre-tax payroll deduction, D. During the term of the Agreement. Employees will be allowed to opt in to the Employee + Family plan during any open enrollment period or upon a qualifying event as prescribed by the City's insurance provider. Should employees represented by the Vernon Firemen's Association (VFA) receive across -the board enhancements to the existing medical benefit program between July1, 2015, and June 30, 2019, a like increase will be provided to employees represented by the VFMA. Section 5: Dental: The City of Vernon provides a dental insurance plan to employees. In the event an employee does not exceed his/her monthly employer medical allowance, the employee shall be allowed to apply any unused portion toward the purchase of dental insurance for himself/herself and eligible dependents. The cost of any plan selected by the employee that exceeds his/her monthly employer medical allowance shall be paid by the employee through a pre-tax payroll deduction. Should employees represented by the Vernon Firemen's Association (VFA) receive across -the board enhancements to the existing dental benefit program between July 1, 2016, and June 30, 2019, a like increase will be provided to employees represented by the VFMA. 27 Section 6: Vision: The City of Vernon provides a vision care plan to employees. The City shall pay 100% of the cost of such a plan for employees only. Employees shall have the option of purchasing vision care for their dependents at a cost of $6.95 for one dependent or $13.95 for two or more dependents. In the event an employee does not exceed his/her monthly employer medical allowance, the employee shall be allowed to apply any unused portion towards the purchase of additional provided coverage for vision care. All itemized benefit amounts specified in the City of Vernon Vision Plan (CVVP) that fall below $150 shall be raised to $150. Should employees represented by the Vernon Firemen's Association [VFA] receive across -the board enhancements to the existing vision benefit program between July 1, 2016 and June 30, 2019, a like increase will be provided to employees represented by the VFMA Section 7: Life Insurance: The City provides a life insurance plan to employees. The City shall pay 100°% of the cost of such plan for employees. The City's agreement to pay full or partial costs of said premiums shall not create or ripen into a vested right for said employee; however, the City shall be obligated to pay the cost or provide said medical, dental, vision, and life insurance benefits as described so long as this MOU remains in effect. Section 8: Deferred Compensation The City shall continue to administer the existing 457 deferred compensation program for all unit employees. Section 9: Education Reimbursement The educational reimbursement program is a financial assistance program that offers reimbursements for tuition, fees and books up to a maximum of $2,200 per fiscal year. The fiscal year is July 1 through June 30. Employees are eligible for this assistance after 12 months of uninterrupted employment with the City of Vernon. 28 A grade of "C" or better for "pass" if on a pass/fail basis) is required for reimbursement. A request for reimbursement must be made within 60 days of receipt of grades and should include the following: a copy of the final grade report, a copy of expenses for tuition, fees, and books; and a completed and signed tuition reimbursement form. Section10: Other City Employee Programs VFMA unit employees are eligible to participate in all City -sponsored programs passed by City Council Resolutions that are intended to benefit all employees in the areas of, but not limited to, the following: • Buy back of military leave for PERS retirement time —Gov't Code 21024 • Computer loan purchase plan—Resolution-2011-67 • Life insurance • Corrective eye surgery plan —Resolution 2011-65 • Hearing aid device plan --Resolution 2011-66 • Family Medical Leave Act (FMLA) • Flexible Spending Account (FSA) Section 11: Retiree's Medical Employees must retire from the City of Vernon under a CalPERS Benefit Formula (i.e. Age 50 or 57 Formula) to be eligible for Retiree Medical/Dental Benefits. The City shall pay up to $1,100 per month towards the employee's HMO medical and dental insurance premium for the employee and his/her eligible spouse in the classifications represented by the Vernon Fire Management Association who have been employed for a minimum of twenty (20) years of continuous service with the City of Vernon. The maximum $1,100 City contribution shall be applied only toward a city provided HMO medical and dental premium plan payment and shall have no cash surrender value. The City will pay the cost of the HMO medical and dental premiums for those retired employees with qualifying years of service and age requirements. and offer the PPO as a "buy -up" option, for which qualifying retired employees shall be responsible for the difference in premium cost. The City's contribution toward the Retiree HMO Medical[Dental Benefit Plan shall continue for said retired employee and eligible spouse up to the age of sixty-five (65). Upon reaching the age of sixty-five (65), the retiree and/or eligible spouse shall apply for Medicare coverage, whereupon the City's insurance shall become supplemental coverage. The City shall pay up to 100% of the cost to provide any Medicare 29 supplemental medical and dental insurance plan offered by the City of Vernon, not to exceed $ 1,100 per month. The City will not be the primary insurance carrier once the retiree and/or employee reaches the age of sixty-five (65). If the retiree or eligible spouse fails to timely obtain and maintain Medicare coverage, the City shall not be required to provide any medical/dental benefits until such Medicare coverage is obtained and maintained. The maximum $1,100 City contribution shall be applied only towards a City sponsored Medicare supplemental medical and dental premium plan payment and shall have no cash surrender value. All retired employees with a minimum of ten (10) years of continuous uninterrupted service with the City may pay the City's premium cost for medical and dental insurance up to the age of sixty-five (65) after which time Medicare will become the primary insurance carrier. The retired employee may remain on the City's supplemental insurance to Medicare at his/her cost provided the retiree has timely obtained and maintains Medicare coverage. Should the retired employee fail to pay his/her required cost of the insurance premium for the City's medical/dental benefit plan for any three (3) consecutive months or, should the coverage otherwise lapse for any reason other than City's non-payment, then the City's obligation to maintain the retiree's medical/dental benefit plan shall automatically terminate without the need for further notice. Eligible retired employees and spouse may opt not to enroll in the City's medical and/or dental insurance coverage and instead receive a monthly reimbursement for premiums actually paid up to the City HMO medical /dental value up to $1,100 per month as permitted by the Public Employee Pension Reform Act (PEPRA). Once a retired employee opts not to enroll in the City's medical and/or dental insurance, he or she will not be allowed to re -enroll. All other existing qualifiers in Article Seven, Section 11 shall stay in effect. 30 ARTICLE EIGHT VACATION Section 1: Vacation Time A. Annual Accrual For 56-Hour Personnel ■ 9 years or less: 13 shifts (12 hours per pay period) • 10 - 24 years: 15 shits (13.85 hours per pay period) ■ 25 or more: 16 shifts (14.77 hours per pay period) B. Annual Accrual for 40 Hour Personnel • 9 years or less: 120 hours (4.62 hours per pay period) ■ 10 -- 24 years: 160 hours (6.16 hours per pay period) ■ 25 or more: 170 hours (6.54 hours per pay period) C. Policy A Maximum of i platoon personnel per shift shall be permitted off on vacation leave. D. Carry Over of Vacation Leave Employees are permitted to carry-over one year's annual accrual from calendar year to calendar year. At the end of every calendar year, employees who have accrued vacation hours in excess of their permitted carry-over shall be paid their regular rate of pay of all such excess hours. Section 2: Vacation Leave — Administrative Personnel At the time an employee is transferred to the administrative work schedule, his or her vacation leave balance shall be converted from the suppression work schedule rate to the administrative work schedule rate by dividing the accrued balances by 2.4 (example: 90 hours of suppression vacation time - 2.4 = 37.50 hours of administrative vacation time). Said converted balances shall be available for employee's use while assigned to the administrative work schedule in accordance with applicable policies. At the time an employee is returned to the suppression work schedule. his or her vacation leave balance shall be converted back to suppression hours by multiplying the hours by 2.4 (example: 37.50 hours of administrative vacation time X 2.4 = 90 hours of suppression vacation time). Said converted balances shall be available for employee's use while assigned to the suppression work schedule in accordance with applicable policies. 31 Should an employee separate during the time of their administrative assignment, the accrued balance shall be converted back to suppression hours by multiplying the administrative hours by 2.4 and paid out at the suppression hourly rate. (example: 37.50 hours of administrative vacation time X 2.4 = 90 hours of suppression vacation time). 32 ARTICLE NINE SICK LEAVE Section 1: Sick Leave Unit employees only receive sick leave accrual while they are in a paid status. Full-time Platoon personnel accrue sick time at the rate of 5.54 hours per pay period (144 hours annually). Upon reaching the cap of 1440, employees will continue to accrue sick leave provided, however, in the final pay period in December each year all accrued sick leave in excess of 1440 hours shall be cashed in at fifty percent (50%) of the employee's regular rate of pay. Part-time and temporary VFMA employees (excluding CalPERS retired annuitants) working for 30 or more days within a year shall be entitled to accrue paid sick days at the rate of one (1) hour per every 30 hours worked. Employee shall only receive sick leave accrual while they are in a paid status. Full-time forty -hour (40-hour) personnel accrue sick time at a rate of 3.96 hours per pay period (103 hours annually). Upon reaching the cap of 1029. employees will continue to accrue sick leave provided, however, in the final pay period in December each year all accrued sick leave in excess of 1029 hours shall be cashed in at fifty percent (50%) of the employee's regular rate of pay. Part-time and temporary VFMA employees (excluding CaiPERS retired annuitants) working for 30 or more days within a year shall be entitled to accrue paid sick days at the rate of one (1) hour per every 30 hours worked. Employee shall only receive sick leave accrual while they are in a paid status. A. If an employee resigns from the City with 20 years or more of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 50% of his/her then current regular hourly rate of pay. B. If an employee retires from the City with at least 15 and less than 20 years of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 50°% of his/her then current regular hourly rate of pay. C. If an employee retires from the City with 20 or more years of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 100% of his/her then current regular hourly rate of pay. 33 D. An employee who is absent on sick leave for more than one (1 ) consecutive shift will be required by his or her supervisor to provide a physician (or Chiropractic/Physician Assistant) note in order to be paid for the sick leave. Should employees represented by the Vernon Firemen's Association (VFA) amend their MOU contract language regarding Sick Leave between July 1, 2016 and June 30, 2019, the City and the VFMA agree to amend the VFMA MQi1 to incorporate such changes. Section 2: Sick Leave Conversion At the time an employee is transferred to the administrative work schedule, his or her sick leave balance shall be converted from the suppression work schedule rate to the administrative work schedule rate by dividing the accrued balance by 1.4 (example: 112 hours of suppression sick leave -�- 1.4 = 80 hours of administrative sick rime). Said converted balances shall be available for employee's use while assigned to the administrative work schedule in accordance with applicable policies. At the time an employee is returned to the suppression work schedule, his or her sick leave balance shall be converted back to suppression hours by multiplying the hours by 1.4 (example: 84 hours of administrative sick time X 1.4 = 112 hours of suppression vacation time). Said converted balances shall be available for employee's use while assigned to the suppression work schedule in accordance with applicable policies. Should an employee separate during the time of their administrative assignment, the accrued balance shall be converted back to suppression hours by multiplying the administrative hours by 1.4 and paid out at the suppression hourly rate. (example: 84 hours of'administrative sick time X 1.4 = 112 hours of suppression sick time). 34 ARTICLE TEN LEAVE BENEFITS Section 1: Jury Duty A. All regular full-time employees summoned to serve on jury duty shall be provided ".fury Duty Pay" and there shall be no loss of compensation. An employee will be compensated up to two weeks at full pay for jury duty. The employee must provide notice of the expected j ury duty to his or her supervisor as soon as possible, but in no case later than 14 calendar days before the expected start date of the jury duty. B. An employee on call far j ury duty is expected to report to work. An employee who is called in for jury duty will be required to return to work as soon as they are released from jury duty. All employees shall obtain verification of the hours of jury duty performed using verification forms as may be supplied by the court. Employees released from their jury duty obligations shall notify their Supervisor. For the purposes of this section, "released from jury duty" shall mean that the employee is relieved from jury duty for the day and not required to report for jury duty the following day. C. Except as herein provided, employees shall remit to the City any compensation received for those days while on jury duty and shall receive regular pay for the time served. Employees shall be reimbursed by the City for the mileage portion of the jury duty compensation. Jury duty performed on an employee's regular day off shall not be compensated by the city and the employee shall be entitled only to the court's compensation for duty performed on such employee's regular day off. D. if an employee is required to serve on a jury for a period longer than two weeks, the employee shall be entitled, at the employees' option, to use any accrued leave time, other than sick time, during the period of extended jury service. The employee shall continue to receive all paid benefits, and shall continue to accrue eligible leave benefits. Section 2: Bereavement Leave Permanent full-time employees, regardless of period of service, may in the event of death or if death appears imminent, of any "immediate family member" as defined below, including the equivalent relatives of a registered domestic partner, be allowed up to forty-eight (48) hours over two shifts of 35 bereavement leave without loss of salary. An employee shall not be granted paid Bereavement Leave for more than 48 hours in any six-month period for the same family member. Relative All Regular Lm to ees Spouse 48 hours Child 48 hours Registered Domestic Partner 48 hours Step -Child 48 hours Parent 48 hours Step -Parent 48 hours Mother-in-law 48 hours Father-in-law 48 hours Grandchild 48 hours Step -Grandchild 48 hours Grandparent 48 hours Grandparent- in-law 48 hours Brother 48 hours Sister 48 hours Step -Sister 48 hours Step -Brother 48 hours Daughter-in-law 48 hours Son-in-law 48 hours Brother-in-law* 48 hours Sister-in-law* 48 hours *Brother-in-law and sister-in-law are defined as the spouse of the employee's sibling or the sibling of'the employee's spouse. B. The bereavement leave begins on the first regularly scheduled workday as requested by the employee. If the employee learns of the death while at work, he or she is entitled to leave work immediately; this partial day leave will not be counted towards the bereavement leave. C. Bereavement leave must be authorized by the Department head and must be utilized within fifteen (15) days of employee learning of the death, or of the date of foreseen imminent death of the immediate family member, unless special circumstances require that the leave begin at a later date. Such requests to the Department head shall be made within 15 days of the employee learning of the death or of the date of foreseen imminent death and shall not be unreasonably denied. 36 D. Representatives may be selected by the Department head to attend with pay the funeral of a co- worker in said department on behalf of the City if the funeral of the deceased co-worker occurs during working hours; provided the funeral is held within a reasonable distance of City limits. Employees will be allowed to utilize their vacation time, any compensatory time, or any "in lieu ' hoIidav time that is due to the employee, in order to lengthen such bereavement time. The employee shall furnish satisfactory evidence of such death or critical illness to the Fire Chief, if requested. 37 ARTICLE ELEVEN WORK SCHEDULE Section 1: FLSA Work Period The FLSA work period for unit employees assigned to a daily work schedule of twenty four (24) hours shall be a fixed and regularly recurring work period of twenty-four consecutive days (576 hours). Section 2: Work Schedules A. Platoon Personnel Unit employees assigned to a 56-hour work week shall work a 48/96 work schedule that consists of two consecutive 24-hour shifts followed by 96 consecutive hours off, on a rotating three platoon basis (A. B & C Platoon). Employees that work such schedule average 56 hours a week and 112 hours per pay period. Unit employees assigned to work a 48/96 schedule shall begin work at 0700 hours and terminate at 0700 hours following two 24-hour periods. B. 40-Hour Personnel Unit employees assigned to work a 40-hour work week shall be assigned to a 4/10 schedule that consists of four (4) consecutive work days of ten (10) consecutive work hours each, inclusive of paid breaks and an unpaid 30-minute meat period. followed by three consecutive days off, each week. Unit employees on such schedule shall be assigned to work Monday through Thursday between the hours of 0700 to 1730 hours, unless an alternate schedule is approved in writing by the Fire Chief and VFMA. Section 3: Shift Trades The practice of shift trading shall be voluntary on behalf of each employee involved in the trade. The trade must be due to the employee's desire or need to attend to a personal matter and not due to the department's operations. The employee providing the trade shall not have his/her compensable hours increased as a result of the trade, nor shall the employee receiving the trade have his/her compensable hours decreased as a result of the trade. 38 If one individual fails to appear for the other (regardless of the reason), the person who was scheduled to work as a result of the shift trade will be listed as absent without leave and may be subject to discipline. Any premium pay or other extra compensation shall continue to accrue only to the person originally entitled to the premium pay or extra compensation. Any hours worked beyond the normal work day will be credited to the individual actually doing the work. "Paybacks" of shift trade are the obligation of the two employees involved in the trade. Pay -backs are to be completed within one (1) calendar year of the date of the initial shift trade. Any dispute as to the paybacks is to be resolved by the involved employees, and under no circumstances will the department be obligated for any further compensation whatsoever to any of the involved employees. The department is not responsible in any manner for hours owed to employees by other employees that leave the employment of the City or are assigned other duties. A record of all initial shift trades and "paybacks" shall be maintained by the involved employees on forms or computers provided by the Department. Section 4: Early Relief The practice of early shift relief shall be voluntary on behalf of each employee involved in the relief. The employee providing the early relief shall not have his/her compensable hours increased as a result of the early relief; nor shall the employee relieved early have his/her compensable hours decreased as a result of the early relief. "Paybacks" of early relief hours are the sole obligation of the two employees involved in the early relief. Any dispute is to be resolved by the involved employees, and under no circumstances will the Department be obligated for any further compensation whatsoever to any of the involved employees. The Department is not responsible in any manner for hours owed to employees by other employees who leave the employment of the City or are assigned other duties. 39 ARTICLE TWELVE GRIEVANCE PROCEDURE Vernon has adopted a grievance procedure applicable to all Firefighters containing the following principles: A grievance shall be defined as an allegation by an employee or the Association of misinterpretation, misapplication or violation of a particular provision of this MOU, City policy, rule or past practice. The grievance procedure shall not be used in connection with an impasse in collective bargaining, nor with disciplinary actions or other matters for which appeal procedures exist under the Discipline and Disciplinary Actions article herein, or pursuant to statute. DAYS "Days" as used herein shall be defined for the purposes of the Article as any day in which City Hall of the City of Vernon is open to the public for the general conduct of business. GRIEVANCE PRESENTATION AND PROCEDURES Employees shall have the right to present their own grievance or do so through their Association representative. Grievances shall be processed on standard forms provided by the Department of Human Resources and shall contain information which (a) identifies the aggrieved, (b) contains the specific nature of the grievance, (c) indicates the time or place of its occurrence, if known, (d) states the article(s) of the MOU. City policy, rule or past practice which have been violated, misinterpreted or misapplied, (e) indicates the persons contacted at the informal stage, if applicable, and (f) states the corrective action desired. Grievances may be submitted via email, so long as the employee attaches the grievance form to the email by the required time line. If an employee includes attachments to the grievance form and those attachments are not included in the email or in -person submission, the City shall notify the employee that all attachments were not included and that the deadline for the City to respond to the grievance will not begin to run until all the attachments are received. Failure by management to reply to the employee's grievance within the time limits specified automatically grants to the employee the right to process the grievance to the next level. Failure by management to respond shall be reported to the Human Resources Director by either the aggrieved employee or Association Representative, if an employee fails to appeal from one level to the next within 40 the time limits established in this grievance procedure, the grievance shall be considered settled on the basis of the last decision, and the grievance shall not be subject to further appeal or reconsideration. All time periods specified in this procedure may be extended by mutual written (including email) consent of the aggrieved employee's), Association representative and the Human Resources Director. INFORMAL PROCEDURE Within twelve (12) days of the date the employee's) knew or reasonably should have known of the incident giving rise to the grievance, the employee may discuss the complaint with his/her immediate supervisor. Employees are encouraged to discuss complaints with their immediate supervisor in an attempt to resolve the grievance at the lowest possible step. An employee, at his or her sole discretion, may opt to skip the Informal Procedure resolution process and instead go directly to Step One. if an employee chooses to proceed with the Informal Procedure, he/she or their Association representative shall inform the Human Resources Director, within one day of initiating the Informal Procedure, that he/she has initiated the Informal Procedure and the date the informal grievance was first discussed with his/her supervisor. Within twelve (12) clays of the discussion with the employee, the supervisor shall respond in writing to the employee's complaint. If the employee is dissatisfied or if the supervisor fails to respond, the employee shall have access to the formal grievance process described below Step One — Department Head The aggrieved employee shall present in writing as prescribed above his/her grievances to the Fire Chief within twelve (12) days of the date the employee(s) knew or reasonably should have known of the incident giving rise to the grievance. The Association and/or employee(s) waives the right to proceed with the grievance if the grievant does not initiate the procedure by this deadline. Within twelve (12) days, the Fire Chief, or the designee of the Fire Chief, shall meet with the Association and employee(s) to hear the grievance. Within twelve (12) days of hearing the grievance, the Fire Chief or designee shah present his/her decision, in writing, to the Association and/or employee(s) with copies to the Human Resources Director and the City Administrator. If the Union or employee(s) is not satisfied with the result of the meeting with the Department Director, the grievant may submit a written request, within twelve (12) days of the written decision of the Department Director, that the matter be heard by the City Administrator or designee. 41 Step Two City Administrator/Advisory Arbitration If the Association or employee(s) is not satisfied with the result of the meeting with the Fire Chief, within twelve (12) days the grievant may submit a written, request, within twelve (12) days of the written decision of the Department Head, that the matter be heard by the City Administrator or designee, or the employee(s) and/or Association may choose to have the matter heard by an impartial hearing officer (arbitrator). Should the matter be submitted directly to the City Administrator or designee, he/she shall meet with the Association and/or employee(s) within twelve (12) days of receipt of the grievants written notice. If the Association and/or employee(s) elects to have the matter heard by the City Administrator or designee, the Association and/or employee(s) waives the right to have the matter heard by an arbitrator. Within twelve (12) days of hearing the grievance, the City Administrator shall provide his/her decision, in writing, to the Association and/or employee(s). The decision of the City Administrator shall be final and binding. If the Association elects arbitration, costs of the arbitration shall be shared equally between the Association and the City. A court reporter shall be retained only by mutual consent of the parties. The costs of the arbitration, including the court reporter, shall be divided in half (i.e. 50150) by the parties. Attorney fees, staff time and witness fees shall not be shared between the parties and shall be paid by the party that incurred the cost. If the Association elects arbitration, the City shall request a list of five (5) arbitrators registered with the American Arbitration Association, California State Conciliation Service or some other mutually agreed upon source within ten (10) days of the Association's request. Upon receipt of the list, the parties shall alternately strike names from the list until a final name is selected as the hearing officer, with the Association striking first. The selected arbitrator shall serve as the hearing officer. All arbitration proceedings arising under the Grievance procedure shall be governed by the provisions of Title 9, Part 3, of the Code of Civil Procedure of the State of California. Within twelve (12) days of receipt of the arbitrator's recommendation, the City Administrator shall provide his/her decision, in writing, to the Association and employee(s). The recommendation of an arbitrator shall be advisory to the City Administrator or designee. The decision of the City Administrator shall be final and binding, subject to the option of the employee to bring a proceeding pursuant to Code of Civil Procedure sections 1094.5 and 1094.6. 42 All time limits specified in the foregoing procedure may be waived only by mutual written agreement. Should employees represented by the Vernon Firemen's Association (VFA) amend their MGU contract language regarding Grievance Procedures between July 1, 2016 and June 30, 2019, the City and the VFMA agree to amend the VFMA MOU to incorporate such changes. 43 ARTICLE THIRTEEN DISCIPLINE PROCEDURE A. DISCIPLINARY ACTIONS 1. The tenure of every City employee shall be based on reasonable standards of personal conduct and job performance. Failure to meet such standards shall be grounds for appropriate disciplinary action, which shall be commensurate with the seriousness of the offense and with consideration of the employee's personnel file. Progressive discipline will be used: however, this does not preclude the City from taking disciplinary action, up to and including termination, for an incident for which there is no prior documentation as long as the disciplinary action is warranted and is based on just cause. 2. The following procedures shall be followed when, in the judgment of the Department Director, an employee has committed an act or omission that justifies discipline. The Department Director or his/her designee shall advise employees of contemplated disciplinary actions in writing and allow the employee an opportunity to respond to such charges prior to taking final action. a. Disciplinary actions should be documented in the employee's official personnel file. Performance deficiencies documented in the employee's performance evaluation as "does not meet standards" may be the basis for disciplinary action if the employee fails to correct those performance deficiencies within the time period designated by his/her supervisor. To the extent possible, performance deficiencies or other causes for discipline wilt be documented in the employee's personnel file. b. Upon the City receiving authorization from the employee, the City will provide the Association with all written notices of discipline given to employees represented by Association. The written notice of discipline will also inform the employee that he/she has the right to consult with the Association with regard to the disciplinary action being taken. C. Nothing in this article shall preclude the Fire Chief or his/her designee from ordering an employee to cooperate with other agencies involved in criminal investigations. if an employee fails to comply with such an order, the employee may be officially charged with insubordination. B. PRE -DISCIPLINARY PROCEDURES Prior to the discipline of any permanent employee, the following procedures shall be followed. This process shall not be applicable to performance evaluations or verbal counseling/reprimands. 44 Written Notice of Proposed Action Written notice of the proposed disciplinary action shall be given to the employee. Such notice shall include the proposed effective date of the discipline, a statement of the reason(s) for the proposed action, including the rule or standard of conduct allegedly violated, the proposed discipline and the charge(s) being considered. Em to ee Review The employee shall be supplied with a copy of the documents or materials upon which the proposed disciplinary action is based. Employee Resvonse/Pre-Disciplinary Conference The notice of proposed action shall state the date by which the employee must exercise the right to respond orally, in writing or both orally and in writing. This represents the pre -disciplinary opportunity for the employee to state any reasons that he/she believes the proposed action to be inappropriate. The employee shall have a reasonable amount of time to respond, which shall not be fewer than five days. This date may be adjusted by mutual agreement. Failure to respond by the assigned date will constitute a waiver of the right to respond. Any response will be fully considered before any final action is decided upon. The Pre -Disciplinary Conference does not need to be an evidentiary hearing. An employee has the right to have a representative of his or her own choosing at the conference. The City may conduct further investigation if the employee's version of the facts or new information raises doubts as to the accuracy of the City's information leading to the discipline proposal. Written Notice of Final Action After consideration of the employee's response, or in the absence of a response, written notice of the final disciplinary action shall be given to the employee. Such notice shall include essentially the same information contained in the notice of proposed action, except that the employee's formal appeal rights shall be stated. Emergencies When, in the opinion of the City, immediate disciplinary action is required to protect the health, safety or welfare of the public, other employees or the employee himself, the employee may be suspended with pay 45 pending the processing of the notices required in Section B of this article and pending the completion of such investigations or hearings as may be required to determine if disciplinary action is to be taken. C. DISCIPLINARY APPEAL PROCEDURES The appeal process shall not be applicable to newly hired probationary employees. The appeal process shall not be applicable to performance evaluations, or verbal reprimands. An employee desiring to appeal the discipline shall have ten (10) days after receipt of notice of discipline. The employee's request for appeal must be addressed to the City Administrator and received in the Human Resources Department. The Human Resources Department shall date stamp the employee's appeal to verify the timeliness of the appeal. If, by the expiration of the (ten) 10 day appeal period, the employee does not file the appeal, unless good cause for the failure is shown, the discipline shall be considered conclusive and the right of appeal to have been waived. If the employee files a timely appeal, an appeal hearing shall be established as follows: 1. The employee and the City shall jointly request the State Office of Administrative Hearings to appoint an Administrative Law Judge (ALJ) to hear the appeal and to render a decision advisory to the City Administrator. The City and Association will share equally share (i.e. 50/50) the hearing -related expenses such as ALJ fees and court reporter fees, but excluding attorney fees, expert witness(es) and staff time. 2. All appeal proceedings arising under this procedure shall be governed by the provisions of Chapter 5 (commencing with Section 11500) of Part I of Division 3 of Title 2 of the California Government Code. 3. All time limits specified in the procedure may be waived by mutual written agreement. 4. At the conclusion of the hearing, the ALJ will submit his/her findings to the City and the employee. Within ten (10) days of receiving the ALJ`s findings, the City Administrator shall provide his/her decision, in writing, to the employee. The City Administrator's decisions shall set forth which charges, if any, are sustained and the reasons therefor. The opinion shall set forth findings of fact and conclusions. The City Administrator's decision is final, subject to the option of the employee to bring a proceeding pursuant to Code of Civil Procedure sections 1094.5 and 1094.6. 46 Should employees represented by the Vernon Firemen's Association (VFA) amend their MOU contract language regarding ❑iscipline Procedures between July 1, 2016 and June 30, 2019, the City and the VFMA agree to amend the VFMA MOU to incorporate such changes. 47 ARTICLE FOURTEEN MANAGEMENT RIGHTS Except as limited by the specific and express terms of this Memorandum of Understanding, the City hereby retains and reserves unto itself all rights, powers, authority, duties and responsibilities conferred on and vested in it by the laws and the Constitution of the State of California and/or the United States of America; provided, however, if the City's decision to exercise such rights, powers, authority, duties and responsibilities impacts the wages, hours and other terms and conditions of employment of unit employees, the City shall be required to first meet and confer on the impact and effect of such decision. The City retains all its exclusive rights and authority under State and Federal law and expressly and exclusively retains its management rights, which include, but are not limited to: A. The exclusive right to determine the mission of its constituent departments, commissions, and boards. B. Set standards and levels of service. C. Determine the procedures and standards of selection for employment and promotions. D. Direct employees. E. Establish and enforce dress and grooming standards. F. Determine the methods and means to relieve its employees from duty for lawful reasons. C. Maintain the efficiency of governmental operations. H. Determine the methods, means and numbers and kinds of personnel by which government operations are to be conducted. 1. Determine the content and intent of the job classifications. J. Determine methods of financing. K. Determine style and/or types of city -issued wearing apparel, equipment or technology to be used. L. Determine and/or change the facilities, methods, technology, means, organizational structure and size and composition of the work force and allocate and assign work by which the City operations are to be conducted. 48 M. Determine and change the number of locations, relocations and type of operations processes and materials to be used in carrying out all city functions, including, but not limited to, the right to contract for or subcontract any work or operations of the City. N. Assign work to employees in accordance with requirements as determined by the City. D. Establish and modify productivity and performance programs and standards. P. For just cause only, discharge, suspend, demote, reprimand, withhold salary increases and benefits, or otherwise discipline employees in accordance with applicable state law. Q. Establish employee performance standards including, but not limited to, quality and quantity standards, and to require compliance therewith. R. Take all necessary actions to carry out its mission in emergencies. S. Exercise complete control and discretion over its organization and the technology of performing its work. 49 SIGNATURES CITY OF VERNON VERNON FIRE MANAGEMENT ASSOCIATION Carlos R. Fandino Jr. David L City Administratorl"MERR" Presiden *- William F. Fox Director of FinancelCity Treasurer Lisette`ldl. Grizzelld YS Senior Human Resources Analyst Human Resources Analvst APPROVED AS TO FORM: Zay oussa De y City Attorney Dated:-�9->•b-�� David Kimes Vice President ndrew duth APPROVED AND ADOPTED BY CITY COUNCIL ON ❑CTOBER 24, 2017 RESOLUTION NO. 2017-55 ATTEST: -7 Maria A la, City Clerk 50 Dated: I 1 I I L-� 1 7-o PER SIDE LETTER OF AGREEMENT City of Vernon and Vernon Fire Management Association This Side Letter of Agreement ("Agreement") is entered by and between the City of Vernon ("City") and the Vernon Fire Management Association ("VFMA") with respect to the following: WHEREAS, VFMA is the recognized employee organization for employees employed by the City's Fire Department in the classifications of Assistant Fire Chief, Fire Battalion Chief, Administrative Fire Battalion Chief, and Fire Marshal; and WHEREAS, VFMA and the City have been actively engaged in negotiation for a successor Memorandum of Understanding ("MOU") to the one that expired June 30, 2019; and WHEREAS, the City's elected Council voted to contract for firefighting and related services with the Consolidated Fire District of the County of Los Angeles ("the District"); and WHEREAS, following the vote of the City's Council to contract for firefighting services, the City and VFMA ceased negotiating a successor MOU and have been negotiating the impacts and effect of the City's decision to contract for firefighting services; and WHEREAS, the City and VFMA have reached an understanding with respect to the rights and entitlements of its members should the City enter into a contract for firefighting and related services with the District and wish to memorialize that agreement herein. NOW THEREFORE, the City and VFMA agree to amend their MOU as follows: Term of Agreement and MOU: The term of the MOU shall be extended until the earlier of either (1) the commencement date of service by the District, in which case no further MOU will be necessary; or (2) until such time as it is reasonably determined that contracting for firefighting service with LA County will not proceed, in which case the provisions of this side letter shall be null and void and the parties shall reconvene negotiations for a successor MOU; or (3) August 1, 2020, in which case the parties shall either mutually agree to further extend this side letter agreement and the MOU or, if no such agreement is reached to extend the side letter agreement and the MOU, the provisions of this side letter shall be null and void and the parties shall reconvene negotiations for a successor MOU. Any VFMA represented employee who chooses to retire prior to the commencement date of service by the District shall be entitled to the payoffs and other benefits to which they are entitled under the July 1, 2016 through June 30, 2019 MOU, except as specifically amended by this side letter. 2. Retiree Medical and Dental: For those VFMA represented employees who transfer to the District with twenty (20) or more years of continuous service with the City of Vernon Fire Department as of the date of transfer (a list of qualifying employees is attached hereto as Exhibit "A"), the following shall apply: a. If the employee separates from the District after age 50 without becoming entitled to a retiree medical contribution in the County's retiree medical health plan, the City shall pay that former employee a retiree medical/dental benefit reimbursement allowance in an amount equal to the actual cost of medical and dental insurance for the employee and his/her spouse, not to exceed $1,100 per month. The reimbursements shall occur quarterly and the employee shall present, quarterly, proof of medical and/or dental insurance coverage and premiums. For purposes of this transitional benefit, qualifying employees (as listed on Exhibit "A") shall have a vested right to the City retiree medical benefit as set forth herein upon transition to employment with the District. If the employee separates from the District and qualifies for a District/County retiree medical contribution, the City's payment of a medical/dental insurance benefit for the employee and his/her spouse of up to $1,100 per month will be offset by the amount of benefit the employee is eligible to receive from the District/County. For example, if the cost of the medical and dental insurance premiums for the employee and spouse cost $1050/month, and the employee qualifies for a County/District contribution of $400/month, the City's reimbursement shall be $650/month ($400+$650=$1050). c. Upon reaching the age of sixty-five (65), the employee and/or eligible spouse shall apply for Medicare coverage. The City shall pay up to 100% of the cost of a Medicare supplemental medical and dental insurance plan not to exceed $1,100 per month. Reimbursement does not include the cost of Medicare premiums and/or copays, but rather a Medicare supplement medical and dental insurance plan. Any amount provided to the employee shall be offset by the amount the employee is eligible to receive from the District/County. Overtime: Article Five, Section 1 (C) of the MOU is amended to read as follows: C. Vacancies To Be Filled Any vacancy, whether permanent or as a result of any type of leave, in the Battalion Chief rank may be backfilled at the discretion of the Fire Chief. 4. Personnel, Ranks, and Salaries: By no later than October 31, 2019, the parties shall reach agreement on the names, City Rank, Transfer Rank, City Seniority Date, and City Salary information contained in Schedule 7 of the agreement between the City and the District, which may be amended by the parties due only to the separation of an employee(s) prior to transition. The determination of which ranks of VFMA members transfer to the District is determined using time in rank (or a higher rank). For example, the last promoted Captain will be the first bumped down to a classification previously held by that Captain. 5. Transfer of Vacation And Sick Leave Hours: By November 30, 2019, VFMA members who desire to transfer to the District shall designate the number of available, accrued vacation and sick leave hours to be transferred, up to 240 hours of vacation leave and 240 hours of sick leave. Any employee failing to make a designation, will be deemed to have designated the maximum number of available vacation and sick leave hours to be transferred. 6. Payout of Remaining Sick Leave and Vacation Leave Hours: Any accrued vacation leave not being transferred to the District shall be paid to employees at their regular hourly rate at the time of separation. Any remaining sick leave hours not being transferred to the District shall be forfeited; provided, however, that those employees with 20 years or more of continuous service on the date that firefighting and related services are transferred to the District shall be compensated for all unused sick leave at the time of separation at 50% of the employee's then current regular hourly rate of pay, pursuant to Article Ten, Section 11(B) of the MOU. 7. Employees Deemed Ineligible for Transfer: Any VFMA represented employee deemed ineligible to transfer by the District will be separated from City effective the date of commencement of service by the District, and the employee would be entitled to any payoffs or other benefits to which they are entitled under the MOU or pursuant to law. The City agrees that it will certify as qualified for industrial disability retirement any member of VFMA who is rejected from employment by the District due to a legitimate industrial injury or other industrial medical condition, and who meets applicable CaIPERS criteria for Industrial Disability Retirement, upon submission of the required paperwork (DWC-1, etc.). The parties agree that if a disability retirement is not granted, the City is under no obligation to reinstate the employee to employment with the City as the employee's position has ceased to exist. Any VFMA member who is on leave pursuant to Labor Code section 4850 on the date of transition and who is not being immediately offered a position by the District will continue to receive their Section 4850 payments for the duration of their statutory entitlement (up to one year) under the law. However, such individuals will not be considered employees of the City beyond the date of transition. VFMA employees who are off on a non -industrial injury or illness leave or who have exhausted their Labor Code 4850 benefits on the date of transition will be laid off from the City as of the date of transition, and shall be paid for their accrued leaves and other benefits per the terms of the MOU. 8. Terms of Agreement For Services Between The District and City Incorporated Herein: The parties acknowledge that the Agreement for Services between the City and the District (attached hereto as Exhibit "B") contains terms and provisions that directly impact the determination of who and under what terms employees shall transition to the District and the wages, hours and other terms and conditions of employment of those transitioning employees. To that end, the terms of the Agreement for Services between the City and The District are hereby incorporated by reference as though set forth in full and shall not change in any manner that materially alters the determination of who and under what conditions an employee transitions to the District and the wages, hours and other terms and conditions of employment of VFMA members that transition. [Signatures next page] FOR THE CI T F VERNON Carlos R. Fandino, Jr., City A inistrator ATTEST: k6 'Lisa Pope, City Clerk VERNON FIRE MANAGEMENT ASSOCIATION To(d P nton, President Todd SChoenig, Vice President Io/LN/I� Date APPROVED AS TO FORM: r Zaynah ussa, Senwar eputy City Attorney Date Date 1 C - Z '-- ( I `"i J 01 �r Craig Pet r, 5eeretary Date APPROVED AND ADOPTED BY CITY COUNCIL ON OCTOBER 1, 2019 PER RESOLUTION NO. 2019-42 (Employee Full Name PELTIER. CRAIG D SCHOENIG, TODD R PAINTON, TODD 5 Position Title FIRE BATTALION CHIEF Exhibit A Odg Hire Years of __ -datgL.- c A n. i rr 10/24/1988 30.8 FIRE BATTALION CHIEF I V711991 2&6 FIRE BATTALION CHIEF 1 11/2/1992 126.8 Employee Signature VFMA As of 9-24-2019 City Council Agenda Item Report Agenda Item No. COV-202-2020 Submitted by: Michael Earl Submitting Department: Human Resources Meeting Date: June 2, 2020 SUBJECT City's Fringe Benefits Policy and Citywide Classification and Compensation Plan Recommendation: A) Adopt Resolution No. 2020-18 adopting Citywide Fringe Benefits Policy and repealing Resolution No. 2020-07; and B) Adopt Resolution No. 2020-19 adopting Citywide Classification and Compensation Plan in accordance with Government Code Section 20636(b)(1). Background: The City's current Fringe Benefits and Salary Resolution outlines various employee benefits and policies provided to City employees and also contains the City's Classification and Compensation Plan as Exhibit A, which lists the classification titles and salary ranges for each job classification in the City. It is desired that the two documents be separated to allow for a more clear and simplified process for obtaining City Council approval when revisions to either document are necessary. There are no proposed changes to the Fringe Benefits Policy other than to separate the document from the Classification and Compensation Plan and re -title the document. In addition to establishing a separate Classification and Compensation Plan, two changes are proposed at this time. First, it is recommended that the classification of Police Records Manager be designated as "Exempt" (E) to be consistent with other management classifications in the City that are not eligible for overtime compensation. Additionally, with approval of Amendment No. 1 to the Side Letters of Agreement between the City of Vernon and the Vernon Professional Firefighters Association (VPFA) and the Vernon Fire Management Association (VFMA), it is necessary to implement changes to the salaries for the represented classifications in both VPFA and VFMA. Fiscal Impact: The fiscal impact of implementing the salary changes for VFMA and VPFA is approximately $555,467 for both bargaining groups through March 31, 2021. The fiscal impact will be reduced based on the date of transition of fire services to the Consolidated Fire Protection District of Los Angeles County. Attachments: 1. Resolution No. 2020-18 Citywide Fringe Benefits Policy 2. Resolution No. 2020-19 Citywide Classification and Compensation Plan RESOLUTION NO. 2020-18 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON ADOPTING CITYWIDE FRINGE BENEFITS POLICY AND REPEALING RESOLUTION NO. 2020-07 SECTION 1. Recitals. A. On March 17, 2020, the City Council adopted Resolution No. 2020-07, adopting an amended and restated Citywide Fringe Benefits and Salary Resolution. B. Due to occasional modifications to specific salary ranges and classification titles apart from adoption of a Citywide resolution, and in an effort of efficiency and best practices, staff recommends separating the fringe benefits document from the classification and compensation plan and adopting separate resolutions for each document. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 2. The City Council of the City of Vernon hereby finds and determines that the above recitals are true and correct. SECTION 3. Effective June 2, 2020, the City Council hereby approves the Citywide Fringe Benefits Policy, attached hereto as Exhibit A. SECTION 4. All resolutions and parts of resolutions, specifically Resolution No. 2020-07, are hereby repealed. SECTION 5. The City Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions. APPROVED AND ADOPTED this 2nd day of June, 2020. LETICIA LOPEZ, Mayor ATTEST: LISA POPE, City Clerk (seal) APPROVED AS TO FORM: Resolution No. 2020-18 Page 2 of 2 ARNOLD M. ALVAREZ-GLASMAN, Interim City Attorney EXHIBIT A City of Vernon CITYWIDE FRINGE BENEFITS POLICY Adopted Mar^h47June 2, 2020 TABLE OF CONTENTS CITYWIDE FRINGE BENEFITS AND SALARY RESOLUTION POLICY Introduction: ........................................................................................................ 43 Section1: Holiday............................................................................................. 43 Section 2: Administrative Leave Time.............................................................. 64 Section3: Overtime.......................................................................................... 65 Section 4: Compensatory Time....................................................................... 4-07 Section 5: Court Time...................................................................................... 44-7 Section6: Vacation.......................................................................................... �8 Section 7: Sick Leave...................................................................................... 449 Section 8: Family Sick Leave (Kin Care) ........................................................ �12 Section 9: Bereavement Leave.......................................................................4-312 Section 10: Jury Duty.......................................................................................2-013 Section 11: Automobile Allowance and Reimbursement for Expenses ............. 2414 Section 12: Health Insurance............................................................................ 2316 Section 13: Dental Insurance............................................................................2-417 Section 14: Vision Insurance.............................................................................2-517 Section 15: Life Insurance.................................................................................2-617 Section 16: Deferred Compensation Plan ......................................................... 2717 Section 17: CaIPERS Retirement Plan..............................................................2317 Section 18: Retiree Medical Insurance..............................................................3420 Section 19: Longevity Program.........................................................................3321 Section 20: Bilingual Pay...................................................................................3523 Section 21: Uniform Allowance..........................................................................3623 Section 22: Stand-by Policy...............................................................................37-24 Section 23: Per Diem.......................................................................... 34-25 2 INTRODUCTION The Citywide Fringe Benefits Policy and Salary Reselution shall apply to all employees and officers of the City of Vernon. Exceptions, additions, and/or limitations to this basic policy may be found in respective Memoranda of Understanding or employment contracts. The existence of these policies shall not create or imply any employment contract or vested right of employees. For those employees covered in respective memoranda of understanding (MOU), the provisions set forth in the applicable MOU shall prevail in the event that there is any conflict between provisions established in this Resolution and any provisions established in the respective MOU. The provisions set forth in this Rest ^^ POlicy or as amended from time to time shall be effective upon City Council adoption, unless a specific effective date is stated therein. PART.-? -- FRINGE BENEFITS Section 1. HOLIDAYS A. Authorized holidays are as set forth in Table 1, attached hereto and incorporated herein by reference. Municipal offices shall be closed on such holidays. B. The dates for observation of holidays shall be approved by the City Council. C. If an authorized holiday falls on a Sunday, the following Monday shall be treated as the holiday. Holidays falling on a Friday, or Saturday, shall not be granted as an authorized holiday to employees. D. An employee whose regular shift assignment falls on an authorized holiday and who is required to work on that day shall be paid at his/her regular hourly rate of pay for the holiday, plus his/her regular hourly rate including any applicable overtime pay for the actual hours he/she was required to work on the authorized holiday. E. Temporary and part-time employees are not eligible for paid holidays. G. All full-time employees may use vacation time or compensatory time for a religious holiday (not listed herein as an authorized holiday) with the prior approval of the department head. If there is insufficient accumulated time, the employee may request the time as unpaid leave of absence. TABLE 1 - HOLIDAY HOLIDAY January 1st - New Year's Da 311 Monday in January - Martin Luther King Jr. Day 3rd Monday in February - Presidents Da March 31 st - Cesar Chavez Da The Last Monday in May — Memorial Da July 4th — Independence Da The 11 Monday in September — Labor Da The 2°d Monday in October — Columbus Da November 11th — Veterans Da The 4th Thursday in November - Thanksgiving Da December 24th — Christmas Eve December 25th — Christmas Da December 31It — New Year's Eve And other days as such designated by City Council. Section 2. ADMINISTRATIVE LEAVE A. Executive and Management - Includes City Administrator, City Attorney, City Clerk, City Treasurer and the heads of all Departments as listed in the City Code or City Charter and their respective Deputies and Assistant Directors shall receive, effective January 1 of each calendar year, 80 hours of Administrative leave. B. The 80 hours may not be carried over into the succeeding calendar year and is lost and not eligible for cash payout if not used by December 31 of each calendar year. C. Executive and Management staff hired, promoted, or reclassified on or after April 1 of each calendar year shall be eligible to receive pro -rated administrative leave hours during the year of hire as identified below: D. Mid -Management — Staff who are designated as exempt in accordance with the Fair Labor Standards Act shall receive, effective January 1 of each calendar year, 60 hours of Administrative leave E. The 60 hours may not be carried over into the succeeding calendar year and is lost and not eligible for cash payout if not used by December 31 of each calendar year. F. Mid -Management FLSA exempt staff hired, promoted, or reclassified on or after April 1 of each calendar year shall be eligible to receive pro -rated administrative leave hours during the year of hire as identified below: Hired. Promoted. or Reclassified on Administrative Leave or Between January 1 — March 31 80 hours April 1 — June 30 60 hours Jul 1 — Se t. 30 40 hours Oct 1 — Dec. 31 20 hours Formatted Table Hired, Promoted, or Reclassified on or Between Administrative Leave January 1 — March 31 60 hours April 1 — June 30 45 hours Jul 1 — Sept. 30 30 hours Oct 1 — Dec. 31 15 hours G. All Administrative leave requests should be approved by the department head or City Administrator at least ten days in advance of the date to be taken, although the department head retains discretion to approve the use of Administrative Leave in special circumstances. H. The City Administrator or his/her designee may grant additional administrative leave upon commencement of employment in order to attract highly qualified and experienced executive and management level staff. Section 3. OVERTIME A. It shall be the duty of all department heads to operate their respective departments with a minimum amount of overtime. If the best interests of the City require that an employee work beyond the forty (40) hours of work scheduled, such employee shall be compensated as set forth hereinafter. B. The department head may reschedule the workweek of employees in positions not exempt from the FLSA to allow credit for productive hours actually worked on one day (excluding lunch periods) towards the regular paid workweek schedule. For example, if an employee works twelve (12) hours on one day (based on a ten (10) hour day), the entire twelve hours will be recorded on the time card as paid worked time. In this example, the department may schedule the employee to work only eight (8) hours on one of the other scheduled workdays in the workweek, as long as the employee's hours for the workweek do not fall below the minimum paid work hours schedule. C. All overtime requests must have prior written authorization of the respective department head or designee prior to the commencement of such overtime work. Where prior written authorization is not feasible, explicit verbal authorization must be obtained. Where verbal authorization is obtained, written authorization must be obtained as soon thereafter as practicable. D. Except as may be provided in specific memoranda of understanding, employees will be paid overtime at time and a half (1.5) of their regular hourly rate for all eligible hours worked in excess of forty (40) hours in a single workweek. E. Holidays (regular, in -lieu), vacation time, sick leave, compensatory time, paid jury duty leave, and bereavement leave shall count as time worked for the purposes of computing overtime. Unpaid jury leave, disciplinary suspensions, and administrative leave shall not count as time worked for the purpose of computing overtime. F. In the event a part-time or temporary employee is required to work beyond his/her assigned working hours, compensation shall be at the normal hourly rate up to forty (40) hours per workweek. For hours worked beyond forty (40) in a workweek, such employee shall be compensated at the rate of one and one-half of (1.5) said employee's hourly rate. G. If an employee works on his/her regular day off, the employee will receive paid compensation or receive compensatory time, at the employee's discretion. With a mutual agreement between an employee and his/her supervisor, an employee's regular day off may be rescheduled to another day off in the same pay period. An employee is expected to begin work no more than five (5) minutes prior to the beginning of his or her scheduled start time, and to stop work no later than five (5) minutes after the end of his or her scheduled ending time. An employee who wishes to begin or end work at a different time must obtain written approval from his or her department head prior to working the different or additional time. J. Straight time and overtime will be compensated in six (6) minute segments of time K. While overtime should be attempted to be distributed equally amongst all employees in a given classification, the department head retains discretion to assign such overtime. L. The City Administrator, department heads and those management employees designated by the City Administrator as exempt under the provisions of the Fair Labor Standards Act (FLSA) shall not be subject to the provisions of this section relating to overtime, but shall work such hours as may be necessary for the effective operation of their respective departments. M. Please refer to Human Resources Policy, Salary Plan Administration 11-3 10 Section 4. COMPENSATORY TIME A. All regular full-time employees may request to accrue compensatory time in lieu of cash payment for overtime worked. The total compensatory time accrued is calculated by multiplying the number of hours of overtime worked by the applicable overtime rate (1, 1.5 or 2), and is subject to the approval of the department head. B. Compensatory time may be accumulated up to a maximum of eighty (80) hours. It is at the employee's option whether to receive overtime compensation or compensatory time accruals up to the 80-hour limit. C. Compensatory time shall be taken in 6-minute increments. Scheduling of compensatory time requires prior approval and must be preceded by a ten (10) day notice of intended use from the employee. Management may waive the ten (10) day notice in cases of emergency. D. Employees who have reached the 80-hour limit shall receive overtime compensation. There are no cash payouts of compensatory time once an employee has elected compensatory accrual. m Section 5. COURT TIME A. The required presence in a court of law of any employee subpoenaed to testify in a matter arising within the course and scope of his/her City employment shall be compensated in accordance with the below provisions. B. For each day that the presence of the employee is required in a court of law in response to an order or subpoena in relation to an incident or event arising out of the course and scope of employment with the City, the employee shall be given a paid leave of absence. C. For each day an employee is required in a court of law in response to an order or subpoena in relation to an incident or event arising out of the course and scope of employment with the City that is outside of the employee's regularly scheduled work shift, the employee shall be given a paid leave of absence. D. An employee who needs to appear in court on any other matter not arising out of the course and scope of employment with the City shall be expected to use their accrued paid leave to make such appearance, or unpaid leave if no leave is available. 12 Section 6. VACATION A. Except as provided for in respective memoranda of understanding, every full time employee who has been in the continuous employment of the City shall receive annual vacation leave as set forth in below: Mid -Management and Confidential Staff: Continuous Years of Service Vacation Hours Earned Bi-Weekly Accrual 1 st year thru 4th year 80 3.08 5th year thru 9th year 100 3.85 10th year thru 14th year 120 4.62 15th year thru 24th year 160 6.16 25th year and more 190 7.31 Executive and Management Staff: Include the City Administrator, City Attorney, City Clerk, City Treasurer and the heads of all Departments as listed in the City Code or City Charter and their respective Deputies and Assistant Directors. Continuous Years of Service Vacation Hours Earned Bi-Weekly Accrual 1 st year thru 41h year 120 4.62 5th year thru 10th year 150 5.77 10th year thru 15th year 170 6.54 15th year thru 25th year 185 7.12 25th year and more 190 7.31 B. Mid -Management and Confidential staff shall be allowed to accumulate and carry over to the next calendar year a maximum number of hours equal to the number of hours the employee accrued during the immediately preceding year. In or about February of each year, employees shall be compensated for unused accrued vacation benefit in excess of the allowed accumulated amount referenced herein. C. Executive and Management staff shall be allowed to accumulate up to a maximum accrual cap of 480 hours. Upon reaching the 480-hour maximum accrual cap, the employee shall stop accruing vacation leave benefit until such time he/she brings the vacation accrual below the 480-hour maximum accrual. D. Vacation leave shall be scheduled with the approval of the City Administrator or department head or his or her designee by submitting a Leave Request Form in writing, within ten (10) business days before the beginning of the vacation. 13 Vacation leave requests for extended times (3 weeks or more), unless an unforeseen emergency exists, shall be submitted at least thirty (30) days in advance of the beginning of the vacation. E. Vacations shall be approved subject to the needs of the department. The employee's seniority and wishes will be factors that are considered during the scheduling process. F. Vacation leave requests shall not be in excess of such leave actually earned at the time it is requested or in excess of the regular scheduled workweek. G. No vacation leave shall be accumulated by employees while they are on an unpaid leave of absence. H. Vacation may be taken prior to the completion of the employee's probationary period under special circumstances and with the approval of the department head. I. In the event one or more City holidays fall within a vacation period, such holidays shall not be charged as vacation leave. J. Upon separation from City employment, compensation shall be paid for vacation leave that has been earned but not taken. K. Vacation leave shall be requested in fifteen (15) minute increments. L. The department head retains discretion to cancel previously authorized vacation in the case of an emergency. M. The City Administrator or his /her designee may grant additional leave upon commencement of employment in order to attract highly qualified and experienced executive and management level staff. 14 Section 7. SICK LEAVE A. All full-time employees shall accrue up to 80 hours of sick leave per calendar year, at a rate of 3.08 of sick leave hours per pay period. B. In accordance with the Healthy Workplaces, Healthy Families Act of 2014, beginning July 1, 2015, all part-time and temporary employees (excluding CalPERS retired annuitants) working for 30 or more days within a year shall be entitled to accrue paid sick days at the rate of one (1) hour per every 30 hours worked and shall be eligible to use accrued sick leave after satisfying a 90-day employment period C. Employees shall only receive sick leave accrual while they are in a paid status. D. The City shall allow annual carry-over of sick leave hours for full-time employees up to a maximum accrual cap of 960 hours and 48 hours for eligible part-time/ temporary employees. This bank of carry-over sick leave would provide a cushion for long-term illnesses and injuries. E. Any sick leave hours exceeding 960 hours (full-time) or 48 Hours (part-time will be compensated for in or about February of each year at 50% of the employee's hourly rate. F. Temporary employees are not eligible for cash -out of accrued sick leave hours. G. All employees who are rehired with a break in service of less than one year are entitled to have previously unpaid accrued and unused paid sick days reinstated. H. Sick leave shall be allowed on account of actual illness, for the diagnosis, care, or treatment of an existing health condition or preventative care for an employee or an employee's family member (including to care for a parent -in-law, grandparent, grandchild, or a sibling, in addition to child, parent, spouse or registered domestic partner). Sick leave shall also be allowed for an employee for certain purposes related to being a victim of domestic violence, sexual assault, or stalking. Preventive health care shall include medical and dental appointments (if such appointments cannot be arranged other than during working hours) and injury not arising out of and in the course of employment. Sick leave shall be used in increments of fifteen (15) minutes and shall not be taken in excess of time earned at the time it is taken. I. Foreseeable sick leave requires advance notification, while unforeseeable sick leave requires notice as soon as practicable. If sick leave on account of any of the above illnesses exceeds two (2) consecutive working days, the employee, prior to return to work, shall submit a statement of such disability illness or injury from the employee or family member's physician. The statement shall certify the physical condition of the employee/employee's family member that prevented the employee IE from performing the duties of said employee's position during the period of absence. The department head or designee, in accordance with departmental procedure, shall approve all sick leaves. Notwithstanding the above, the City may require verification of sick leave use whenever it has reason to believe there is misuse, abuse or a pattern of abuse. J. Abuse of sick leave, and excessive leave, may constitute grounds for disciplinary action. Abuse of sick leave includes, but is not limited to, not adhering to sick leave policies, using sick leave for purposes not enumerated in this policy, and falsifying or misstating facts when using sick leave. A pattern of sick leave usage on Mondays, Thursdays, and immediately before and after holidays and/or vacations may be evidence of sick leave abuse. A violation of this policy will result in corrective action including counseling and/or disciplinary action, and/or a mandatory referral to the City's Employee Assistance Program. This determination of abuse does not apply to an employee's use of sick leave under an approved family, medical, and/or pregnancy disability leave in accordance with state and federal laws. K. If in the opinion of the department head it appears that an employee may be establishing a pattern of abuse of sick leave or frequent or excessive absences, a statement establishing the need for sick leave from the employee's physician may be required as a condition of approved sick leave. L. Employees may use accrued compensatory or vacation leave for extended sick leave absence because of a prolonged and continuing illness and/or medical treatment after sick leave has been exhausted. M. Employees are required to use accumulated sick leave concurrently with absences on account of a work related injury arising out of and in the course of his/her employment. In cases where the injury suffered is covered by Workers Compensation Insurance, accumulated sick leave must be used concurrently to make up the difference between Workers Compensation Insurance allowance and full base pay. Please refer to Personnel Policy, Family and Medical Leave Policy. N. If an employee resigns from the City with 20 years or more of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 50% of his/her then current regular hourly rate of pay. O. If an employee retires from the City with 15 or more years of continuous service, but fewer than 20 years, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 50% of his/her then current regular hourly rate of pay. If an employee retires from the City with 20 or more years of continuous service, he/she will be compensated for all unused sick leave hours in his/her sick leave bank at the time of separation at 100% of his/her then current regular hourly rate of pay. 16 If a temporary employee resigns or the temporary assignment has ended, he/she shall not be eligible for compensation of unused sick leave hours in his/her sick leave bank at the time of separation. 17 Section 8. FAMILY SICK LEAVE (KIN CARE) In any calendar year, employees may use the employee's accrued and available sick leave entitlement, in an amount not more than the sick leave that would be accrued during six months at the employee's then current rate of entitlement, for qualifying family illness as follows: Sick leave for family illnesses will be allowed only for the sickness of the spouse of, or the children of, or mother or father of, the employee living within the same household. In the case of joint custody of a child, illness of the child occurring at the other custodial parent's house may also qualify. The department head shall approve all family sick leaves and a statement establishing the need for sick leave from a physician may be required as a condition of payment while on such leave. 18 Section 9: BEREAVEMENT LEAVE A. Permanent full-time employees, regardless of period of service, may in the event of death or if death appears imminent, of any "immediate family member" as defined below, including the equivalent relatives of a registered domestic partner, be allowed up to the equivalent of four (4) work days (total hours may vary depending on work schedule) of bereavement leave without loss of salary. Relative All Regular Employees Spouse 4 work days Child 4 work days Registered Domestic Partner 4 work days Step -Child 4 work days Parent 4 work days Step -Parent 4 work days Mother-in-law 4 work days Father-in-law 4 work days Grandchild 4 work days Step -Grandchild 4 work days Grandparent 4 work days Grandparent -in-law 4 work days Brother 4 work days Sister 4 work days Step -Sister 4 work days Step -Brother 4 work days Daughter-in-law 4 work days Son-in-law 4 work days Brother-in-law* 4 work days Sister-in-law* 4 work days *Brother-in-law and sister-in-law are defined as the spouse of the employee's sibling or the sibling of the employee's spouse. B. Bereavement leave is paid over a maximum of seven (7) workdays and is paid in thirty -minute increments. The bereavement leave begins on the first regularly scheduled workday as requested by the employee. If the employee learns of the death while at work, he or she is entitled to leave work immediately; this partial day leave will not be counted towards the bereavement leave. C. Bereavement leave must be authorized by the Department head and must be utilized within fifteen (15) days of employee learning of the death, or of the date of foreseen imminent death of the immediate family member, unless special circumstances require that the leave begin at a later date. Such requests to the Department head shall be made within 15 days of the employee learning of the 19 death or of the date of foreseen imminent death and shall not be unreasonably denied. D. Representatives may be authorized by the Department head to attend with pay the funeral of a co-worker in said department on behalf of the City if the funeral of the deceased co-worker occurs during working hours; provided the funeral is held within a reasonable distance of City limits. 20 Section 10: JURY DUTY A. All regular full-time employees summoned to serve on jury duty shall be provided "Jury Duty Pay" and there shall be no loss of compensation. An employee will be compensated up to two weeks (equivalent to eight (8) days based on City Hall schedule Monday through Thursday) at full pay for jury duty. The employee must provide notice of the expected jury duty to his or her supervisor as soon as possible, but in no case later than 14 calendar days before the expected start date of the jury duty. B. An employee on call for jury duty is expected to report to work. An employee who is called in for jury duty does not have to report to work before or after appearing in court. All employees shall obtain verification of the hours of jury duty performed using verification forms as may be supplied by the court. C. Except as herein provided, employees shall remit to the City any compensation received for those days while on jury duty and shall receive regular pay for the time served. Employees shall be reimbursed by the City for the mileage portion of the jury duty compensation. Jury duty performed on an employee's regular day off shall not be compensated by the City and the employee shall be entitled only to the jury's compensation for duty performed on such employee's regular day off. Employees assigned to jury duty on a City authorized holiday will be considered to have taken such a holiday and will receive regular holiday pay, but the employee shall be entitled to the jury compensation for duty performed on such holiday. 21 Section 11: AUTOMOBILE ALLOWANCE AND REIMBURSEMENT FOR EXPENSES A. Any employee who is required to use said employee's personal automobile in the course of employment with the City shall be reimbursed for each mile actually traveled on official business in accordance with the per mile reimbursement rate allowed by the Internal Revenue Service in effect at the time of such travel. B. Any employee who is required to travel in the performance of his or her duties or to attend an authorized meeting or conference which is of benefit to the City shall be reimbursed for reasonable expenses incurred for transportation, meals, lodging and incidentals. Automobile allowance and reimbursement for expenses shall be recommended by the department head or designee and approved by the City Administrator pursuant to the provisions of the City of Vernon Travel and Meeting Expense Reimbursement Administrative Policy. No allowance shall be made for transportation between the employee's home and the place where such person is normally employed by the City. C. Certain employees serving in specified classifications shall receive a monthly automobile allowance as set forth below and incorporated herein by reference; alternatively, specified employees may opt to receive use of a City - owned vehicle and fuel. Classification Amount City Administrator $600.00 or City Vehicle & Fuel City Attorney $400.00 Economic Development Manager $400.00 Environmental Health Program Administrator $400.00 Director of Finance/City Treasurer $400.00 Fire Chief City Vehicle & Fuel Assistant Fire Chief City Vehicle & Fuel Fire Marshal City Vehicle & Fuel Administrative Fire Battalion Chief City Vehicle & Fuel Administrative Fire Captain City Vehicle & Fuel 22 Fire Training Captain City Vehicle & Fuel General Manager of Public Utilities $400.00 Assistant General Manager of Public Utilities City Vehicle & Fuel Industrial Development Director $400.00 Utilities Operations Manager City Vehicle & Fuel Utilities Engineering Manager City Vehicle & Fuel Police Chief City Vehicle & Fuel Director of Health and Environmental Control $400.00 Police Admin. Lieutenant City Vehicle & Fuel Police Canine Officer #1 City Vehicle & Fuel Police Canine Officer #2 City Vehicle & Fuel Police Captain City Vehicle & Fuel Police Lieutenant City Vehicle & Fuel Police Motor Officer #1 City Vehicle & Fuel Police Motor Officer #2 City Vehicle & Fuel Police Sergeant on Detective Duty City Vehicle & Fuel Public Information Officer $400.00 Public Works Director $400.00 D. Wherever an automobile allowance is made to any employee for the use of their personal automobile, such allowance shall not be payable whenever the employee is on vacation, leave of absence, or otherwise absent the entire calendar month, unless otherwise specified by the City Administrator. E. The City shall not be responsible for repairs or any additional costs for upkeep, fuel, lubrication, replacement in whole or in part, or other expenses in connection with any such vehicle beyond the respective amounts set forth above. 23 Section 12: HEALTH INSURANCE A. The City offers various medical plans to employees under a Section 125 Cafeteria plan (non -cash out). The City reserves the right to select, administer, or fund any fringe benefit program involving insurance that now exist or may exist in the future. The City will adhere to the cafeteria plan requirements in accordance with IRS Section 125 regulations. B. The City shall contribute for each full-time employee up to the maximum amounts as set forth below per pay period, toward the cost of his/her medical plan as outlined in Subsection A through C below. In the event an employee does not exhaust nor exceed his/her monthly medical allowance, the employee shall be allowed to apply any unused portion towards the purchase of dental, vision, supplemental or ancillary plans offered through the City and approved by the Director of Human Resources. Effective July 1, 2016, employees shall receive a cafeteria plan contribution equal to the total premium costs of the Employee Only, Employee + Spouse, Employee + Child(ren), or Employee + Family Low Medical HMO, lowest cost Dental DMO, and lowest cost vision Plan that corresponds with the employees' benefit selection or $1,120, whichever is greater. The allotment amounts will vary based on the premium costs that go into effect on January 1 st of each calendar year. b. Employees that elect a health plan higher than the Low HMO medical, dental and/or vision, will be responsible for any applicable, excess premium costs; however, if employees opt out of dental and/or vision coverage, they may use the allotments for those respective coverages toward excess medical premiums. c. Employees who elect the PPO/HSA coverage shall receive an equal benefit to that described above, less $3,000 on an annual basis, which would instead be deposited to their HSA account. C. City Council members are entitled to the same medical benefits offered to the management and confidential employees. The City shall not pay or reimburse any medical -related health, vision, or dental costs not covered by the City's insurance program or Medicare for City Council members or their eligible dependents or spouses. D. The City shall not provide or reimburse the City Council members or their dependents or spouses for expenses incurred relating to a PERS long-term health care benefit. 24 Section 13. DENTAL INSURANCE The City of Vernon provides a dental insurance plan to full-time employees. In the event an employee does not exceed his/her monthly employer medical allowance, the employee shall be allowed to apply any unused portion toward the purchase of dental insurance for himself/herself and eligible dependents (spouse, registered domestic partners and qualified dependents). The cost of any plan selected by the employee that exceeds his/her monthly employer medical allowance shall be paid by the employee through a pre-tax payroll deduction. 25 Section 14. VISION INSURANCE The City of Vernon provides a vision care plan to full-time employees. All premiums for vision coverage at each tier of coverage are to be deducted from the total monthly City contribution for Medical, Dental, and vision coverage. In the event an employee does not exceed their monthly employer medical allowance, the employee shall be allowed to apply any unused portion towards the purchase of additional provided coverage for vision care. 26 Section 15. LIFE INSURANCE The City provides life insurance up to $20,000 in coverage to full-time employees. The City shall pay 100% of the cost of such plan for employees. The City's agreement to pay full or partial costs of said premiums shall not create or ripen into a vested right for said employee. 27 Section 16. DEFERRED COMPENSATION PLAN Employees are eligible to participate in the City's Deferred Compensation Program. 28 Section 17. CALIFORNIA PUBLIC EMPLOYEE RETIREMENT SYSTEM (CALPERS) CONTRIBUTION The City advises that it makes no representation to employees as to whether any of the compensation or payments in this document are subject to CaIPERS service credit or pensionable income. Any determination by CalPERS to not fully credit the compensation and/or service time provided under this document is not a proper basis on which to pursue any claim or action against the City related to any determination made by CalPERS in connection with this document. MISCELLANEOUS EMPLOYEES A. The City shall maintain its contract with the California Employees Public Retirement System (PERS) that provides full-time employees hired before January 1, 2013 with 2.7% at 55 PERS retirement benefit plan. As a result of the recent passage of AB 340, Public Employee Pension Reform Act (PEPRA), new CalPERS members hired on or after January 1, 2013 who meet the definition of new member under PEPRA, shall be provided a 2.0% at 62 PERS retirement benefit plan. B. Employees shall be responsible for paying 100% of their PERS employee's contributions. C. Effective the first pay period in July 2019, in accordance with Government Code Section 20516(f) pursuant to a cost -sharing arrangement, all employees designated as "classic" employees and enrolled in the "classic" retirement benefit formula shall share the cost of the employer CalPERS contribution by paying an additional 1 % of CalPERS reportable compensation for a total contribution of nine percent (9%). Effective the first pay period in July 2020, in accordance with Government Code Section 20516(f) pursuant to a cost -sharing arrangement, all employees designated as "classic" employees and enrolled in the "classic" retirement benefit formula shall share the cost of the employer CalPERS contribution by paying an additional 1 % of CalPERS reportable compensation for a total contribution of ten percent (10%). Effective the first pay period in July 2021, in accordance with Government Code Section 20516(f) pursuant to a cost -sharing arrangement, all employees designated as "classic" employees and enrolled in the "classic" retirement benefit formula shall share the cost of the employer CalPERS contribution by paying an additional 1 % of CalPERS reportable compensation for a total contribution of eleven percent (11 %). D. The City provides additional supplemental retirement benefits to full-time employees under CalPERS as follows: a. Gov't Code Section: 20042 — (Classic Members Only) One 29 Year Final Compensation New employees hired on or after January 1, 2013 who meet the definition of new member under PEPRA shall receive 3 Year Average Final Compensation b. Gov't Code Section: 21024 - Military Service Credit as Public Service C. Gov't Code Section: 21624, 21626, 21628 — Post Retirement Survivor Allowance d. Gov't Code Section: 21548 — Pre -Retirement Option 2W Death Benefit d. Gov't Code Section: 21573 — Third Level of 1959 Survivor Benefits E. The payment to CalPERS made by the City on behalf of the affected employee shall not be considered as base salary but shall be considered an employer contribution pursuant to Section 414(h)(2) of the Internal Revenue Code. SAFETY EMPLOYEES A. The City shall maintain its contract with the California Employees Public Retirement System (PERS) that provides full-time safety employees hired before January 1, 2013 with 3.0% at 50 PERS retirement benefit plan. As a result of the recent passage of AB 340, Public Employee Pension Reform Act (PEPRA), new CalPERS safety members hired on or after January 1, 2013 who meet the definition of new member under PEPRA, shall be provided a 2.7% at 57 PERS retirement benefit plan. B. Employees shall be responsible for paying their PERS nine percent (9%) employee's contributions. C. Effective the first pay period in July 2019, in accordance with Government Code Section 20516(f) pursuant to a cost -sharing arrangement, all employees designated as "classic" employees and enrolled in the "classic" retirement benefit formula shall share the cost of the employer CalPERS contribution by paying an additional 1 % of CalPERS reportable compensation for a total contribution of ten percent (10%). Effective the first pay period in July 2020, in accordance with Government Code Section 20516(f) pursuant to a cost -sharing arrangement, all employees designated as "classic" employees and enrolled in the "classic" retirement benefit formula shall share the cost of the employer CalPERS contribution by paying an additional 1 % of CalPERS reportable compensation for a total contribution of eleven percent (11 %). 30 Effective the first pay period in July 2021, in accordance with Government Code Section 20516(f) pursuant to a cost -sharing arrangement, all employees designated as "classic" employees and enrolled in the "classic" retirement benefit formula shall share the cost of the employer CalPERS contribution by paying an additional 1 % of CalPERS reportable compensation for a total contribution of twelve percent (12%). D. The City provides additional supplemental retirement benefits to full-time employees under CalPERS as follows: a. Gov't Code Section: 20042 — (Classic Members Only) One Year Final Compensation New employees hired on or after January 1, 2013 who meet the definition of new member under PEPRA shall receive 3 Year Average Final Compensation b. Gov't Code Section: 20124 - Military Service Credit as Public Service C. Gov't Code 21574 — 4th Level 1959 Survivor Benefit (Fire members only) d. Gov't Code Section: 21571 — Basic Level of 1959 Survivor Benefit (Police members only) e. Gov't Code Section: 21624, 21626, 21628 — Post Retirement Survivor Allowance f. Gov't Code Section: 21548 - Pre -Retirement Option 2W Death Benefit (Fire members only) g. Gov't Code Section 20965 — Credit for Unused Sick Leave E. The payment to CaIPERS made by the City on behalf of the affected employee shall not be considered as base salary but shall be considered an employer contribution pursuant to Section 414(h)(2) of the Internal Revenue Code. 31 Section 18. RETIREE MEDICAL - NON -SAFETY EMPLOYEES A. The City will pay up to the amount equivalent to the then current, lowest cost, employee only HMO insurance premium for the City's medical and/or dental insurance premium(s) for all full-time employees designated as Executive, Management, Mid -Management and Confidential who retire at age 60 or later with at least twenty (20)years of continuous uninterrupted service. Eligible retirees may opt not to enroll in the City's medical and/or dental insurance coverage and instead receive a monthly reimbursement up to the then -current lowest cost City -offered Employee -only medical HMO and/or dental HMO insurance premium. Once an eligible retiree opts not to enroll in the City's medical and/or dental insurance, he or she will not be allowed to re -enroll. Once an eligible retiree who has opted out reaches Medi-care eligibility, the retiree shall receive a monthly reimbursement to the then -current cost of supplemental coverage. B. Eligible retirees will be permitted to enroll in a higher -cost plan and pay the amount in excess of the HMO equivalent. C. All full-time regular employees with at least thirty (30) years of continuous uninterrupted service who retire before the age of sixty (60) years will be permitted to pay their medical and/or dental insurance premiums, and, upon reaching the age of sixty (60), the City will pay up to the amount equivalent to the then current lowest cost, employee only HMO medical and/or dental insurance premium(s). D. All full-time regular employees, who retire with a minimum of ten (10) years of continuous uninterrupted service with the City, may pay the premium(s) for medical and/or dental insurance. E. All retiree medical and/or dental insurance benefits provided pursuant to subsections A, B, and C above, shall be for retired employees only and shall not include their spouses or other dependents. F. All retired employees who receive medical and/or dental insurance benefits pursuant to subsections A, B, or C above and who reach the age of sixty-five (65), are required to be enrolled in Medicare, and shall show proof of such enrollment, where upon the City's insurance policy will become supplemental coverage, if applicable. G. Should the retired employee fail to pay any premiums due for the cost of the insurance premium for the City's medical -dental insurance program for any two (2) consecutive months, or should the coverage otherwise lapse for any reason other than City's non-payment, then the City's obligation to make further payment under the retiree medical benefits program shall automatically terminate and cease, without the need for further notice. 32 H. The City's obligation to make any payment under the retiree medical benefits program shall automatically terminate and cease upon the death of the retired employee. The offer of the retiree medical benefits is not a vested right for future years. City Council members are entitled to the same retiree medical benefits offered to all full-time regular employees as identified under the citywide resolution for retiree medical benefits in effect at the time Council members retire. 33 Section 19. LONGEVITY PROGRAM A. LONGEVITY PROGRAM FOR EMPLOYEES EMPLOYED ON OR BEFORE JUNE 30, 1994. The City has established a longevity program for all employees. The longevity program described herein will apply to all employees, except Department Heads and employees covered in a collective bargaining agreement, employed on or before June 30, 1994. a. Five (5) Years of Service. All eligible employees who have five (5) years of consecutive uninterrupted service on or before July 1, 1986, shall receive an additional five percent (5%) per month of their base salary effective July 1, 1986, and every year thereafter until reaching the next step. Employees upon reaching their 5th anniversary date after July 1, 1986, shall be entitled to said five percent (5%) per month upon said anniversary date. b. Ten (10) Years of Service. All eligible employees who have ten (10) years of consecutive uninterrupted service on or before July 1, 1987, shall receive an additional ten percent (10%) per month of their base salary effective July 1, 1987, and every year thereafter until reaching the next step. Employees upon reaching their 10th anniversary date after July 1, 1987, shall be entitled to said ten percent (10%) per month upon said anniversary date. C. Fifteen (15) Years of Service. All eligible employees who have fifteen (15) years of consecutive uninterrupted service on or before July 1, 1988, shall receive an additional fifteen percent (15%) per month of their base salary effective July 1, 1988, and every year thereafter until reaching the next step. Employees upon reaching their 15th anniversary date after July 1, 1988, shall be entitled to said fifteen percent (15%) per month upon said anniversary date. d. Twenty (20) Years of Service. All eligible employees who have twenty (20) years of consecutive uninterrupted service on or before July 1, 1989, shall receive an additional twenty percent (20%) per month of their base salary effective July 1, 1989, and every year thereafter. Employees upon reaching their 20th anniversary date after July 1, 1989, shall be entitled to said twenty percent (20%) per month upon said anniversary date. e. Thirty (30) Years of Service — Fire - Sworn All eligible fire employees who have been appointed to a position ranking above Captain and who have thirty (30) years of consecutive uninterrupted service on or before July 1, 1991, shall receive an additional twenty-five percent (25%) of their base salary per month effective July 1, 1991, and every year thereafter. Employees in said 34 position upon reaching their 30th anniversary date after July 1, 1991, shall be entitled to said twenty-five percent (25%) per month upon said anniversary date. f. Compensation Not Cumulative. Payment of the aforesaid longevity compensation shall not be cumulative and only the highest applicable longevity pay shall be paid. B. LONGEVITY PROGRAM FOR EMPLOYEES ON OR AFTER JULY 1, 1994 AND ON OR BEFORE DECEMBER 31, 2013. The longevity program described in Section B herein will apply to all employees, except Department Heads and employees covered in a collective bargaining agreement, employed on or after July 1, 1994. a. Five (5) Years of Service. All eligible employees who are employed on or after July 1, 1994 and on or before December 31, 2013, who attain five (5)years of consecutive uninterrupted service shall receive an additional five percent (5%) per month of their base salary. Such employees upon reaching their 5th anniversary date shall be entitled to receive said five percent (5%)per month upon said anniversary date.Further, such employees will not be entitled to receive any additional percentage increase to their base salary for further service. This subsection shall only apply to employees hired on or after July 1, 1994 and on or before December 31, 2013. 35 Section 20. BILINGUAL PAY A program is hereby established for all employees whose regular and essential job duties as described in their job description provide for interaction with the public on a regular basis, allowing said employee to be compensated for bilingual skills after the employee demonstrates proficiency in speaking Spanish (the ability to read and write in Spanish may also be tested, if necessary), which proficiency would be determined by successful completion of a proficiency test as determined by the Director of Human Resources. Those employees who successfully demonstrate this skill would be eligible to receive an additional One Hundred Twenty -Five Dollars ($125.00) per month for bilingual pay. 36 Section 21. UNIFORM ALLOWANCE A. If an employee's job classification requires him/her to wear a uniform while on duty, as designated by the City or employee's Department, the City will provide and launder such uniform. B. For the Administrative Secretary and Police Records Manager that works in the Police Department, the City will provide the initial set of uniforms to the employees. The newly hired employee will receive: two (2) class A uniforms; two (2) class B uniforms; two (2) polo shirts and one (1) jacket or sweater. On all subsequent anniversary dates the City will provide an annual uniform purchase and maintenance allowance of $600.00. The employee's uniforms shall meet the applicable regulations for his/her job classification pursuant to City/Departmental policies. C. The monetary value of uniforms shall be reported to CalPERS in accordance with CCR 571(a) and as defined by GC 7522.04(f) 37 Section 22. STAND-BY POLICY The purpose of the Stand-by Policy is to have employees on stand-by to respond to major incidents and emergencies during non -working hours which require immediate attention to availability of qualified individuals with expertise in operating, maintaining, restoring and repairing the City's technology systems. A. It is presently anticipated that the need for stand-by is for one (1) Information Technology staff, with the understanding that actual stand-by staffing, if any, remains at the discretion of the department head. B. The Stand-by Policy does not apply to FLSA exempt managers and Executive staff. C. Stand-by duty requires that an employee be accessible, available, and physically able to report to work. The employee must possess a City issued mobile phone device that remains available for immediate contact. The employee must be ready, willing, and able to respond to an emergency or incident or request for assistance based on a pre -arranged schedule. Employees on stand-by must respond to the mobile phone call immediately and be able to respond to the City within one (1) hour of being called upon. The department head or designee will determine if an employee is qualified to perform stand-by duties. The stand by duty period shall be defined by the Department Head. D. Employees on "stand—by" shall receive two (2) hours of regular straight time compensation for each date that the employee is assigned to be on stand-by. Stand-by time is not counted as hours worked for purposes of overtime calculation as employees are not restricted in their activities and may engage in non -work related personal activities. On City -recognized Holidays where City Hall is closed, employees on stand-by will be compensated four (4) hours of straight time compensation. E. An employee assigned to stand-by who is not available to report will be subject to appropriate disciplinary action, unless the employee provides sufficient notice to their immediate supervisor of their incapacity to respond prior to the call back so that appropriate arrangements can be made for stand-by coverage. F. When an employee on "stand-by" is called back to the City, he/she shall be entitled to "stand-by" pay. Call back duty does not occur when an employee is held over from his/her prior shift, or is working planned overtime. An employee called back to duty shall be paid a minimum of four (4) hours of pay at the applicable overtime rate. Time begins when the call back request is received and ends when the employee returns home. If work is performed remotely, the employee shall receive hour for hour compensation at the applicable overtime rate. 38 G. The employee will at times remain able to immediately respond to any emergencies. H. Each employee on stand-by duty is accountable to all of the rules and regulations of the City. In the event of a call back, the employee will wear his/her City uniform, if applicable. 39 Section 23. PER DIEM: Per Diem is intended as a reimbursement to temporary/interim employees recruited from outside the Los Angeles County area when working in a temporary or interim assignment due to a critical staffing shortage to cover expenses relating to lodging/housing, travel, meals, and incidentals. The rate is set at $125.00 for each day the employee physically reports to work at the City of Vernon. The eligibility to receive this per diem must be pre -approved and is at the discretion of the City Administrator. Formatted: Indent: Left: 0" 40 Formatted: Indent: Left: 0.5' 41 42 43 RESOLUTION NO. 2020-19 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON ADOPTING CITYWIDE CLASSIFICATION AND COMPENSATION PLAN IN ACCORDANCE WITH GOVERNMENT CODE SECTION 20636(b)(1) SECTION 1. Recitals. A. On March 17, 2020, the City Council adopted Resolution No. 2020-07, adopting an amended and restated Citywide Fringe Benefits and Salary Resolution. B. Due to occasional modifications to specific salary ranges and classification titles apart from adoption of a Citywide resolution, and in an effort of efficiency and best practices, staff recommends separating the fringe benefits document from the classification and compensation plan and adopting separate resolutions for each document. C. The City of Vernon employment groups include the International Brotherhood of Electrical Workers (IBEW); Management, Confidential, Executive and City Council; Teamsters Local 911; Vernon Fire Management Association (VFMA); Vernon Professional Firefighter's Association Local 2312 (VPFA); Vernon Police Officers' Benefit Association (VPOBA); and Vernon Police Management Association (VPMA). D. Each group, with the exception of the Management, Confidential, Executive and City Council, have memoranda of understanding with the City of Vernon. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 2. The City Council of the City of Vernon hereby finds and determines that the above recitals are true and correct. SECTION 3. Effective June 2, 2020, the City Council hereby approves the Classification and Compensation Plan, attached hereto as Exhibit A. SECTION 4. All resolutions and parts of resolutions, not consistent with or in conflict with this resolution are hereby repealed. Resolution No. 2020-19 Page 2 of 2 SECTION 5. The City Clerk shall certify the passage and adoption of this resolution and enter it into the book of original resolutions. APPROVED AND ADOPTED this 2nd day of June, 2020. LETICIA LOPEZ, Mayor ATTEST: LISA POPE, City Clerk (seal) APPROVED AS TO FORM: ARNOLD M. ALVAREZ-GLASMAN, Interim City Attorney EXHIBIT A City of Vernon CLASSIFICATION AND COMPENSATION PLAN Adopted June 2, 2020 Section 1. PURPOSE Exhibits A through G to this Plan +&-are enacted pursuant to the City of Vernon City Charter to provide for the classification and compensation of City officers and employees, and to conform to the principle of equal pay for equal work. Officers and employees of the City of Vernon shall receive compensation and costs in accordance with the amounts set forth in the attached compensation plan. Section 2. THE COMPENSATION PLAN The basic compensation plan for the various employee units, groups and non -classified employees, as of the date of adoption of this plan is hereby established as set forth in Exhibits A through G, Gitywide GIas sifieatieR and CempeRsatieR P! which +,—are attached hereto and incorporated herein by reference. The City Administrator shall have authority to create and maintain salary steps to implement the provisions of this Section. Salaries granted pursuant to this provision shall be reported to PERS as compensation earned. Please refer to Human Resources Policy II-3, Salary Plan for specific policy and procedures. Section 3. THE CLASSIFICATION PLAN The classification plan includes the allocation of class titles to salary ranges for City officers and employees. The Classification Plan further includes the allocation of class titles to salary ranges for those employees that are designated as exempt from the classified service. These exempt classes are for elective officers; persons appointed by the City Council, including the City Administrator, and City Attorney; persons appointed by the City Administrator, including department head or designees; and persons appointed by the City Attorney pursuant to City of Vernon Municipal Code that serve in an "at will" capacity subject to the terms and conditions of an employment contract and are so designated in the plan as "non -classified." The classification plan as of the date of adoption of this plan is hereby established as set forth in Exhibit "A" which is attached hereto and incorporated herein by reference. The Human Resources Director, with approval by the City Administrator or his/her designee, is responsible for maintenance of the Classification Plan, including the allocation of new or changed positions to the appropriate class, the recommendation of proper salary ranges within the provision of pay administration, maintenance of up-to-date class specifications, and the preparation of reports and recommendations on revisions to the Classification Plan. Please refer to Human Resources Policy II-1, Classification Plan Administration for specific policy and procedures. EXHIBIT A 1025 Council Member 1030 Mayor ��\I_1 �J 1•lll\'1 - II_1066AW 1010 City Administrator City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 E 0 01 $ 28,149 $ 2,346 E 0 01 $ 28,149 $ 2,346 E E 50 N/A $ 1,082.66 N/A $ 1,082.66 Step 1 $ 263,867 $ 21,989 $ 126.8589 $ 10,148.71 Step 2 $ 277,060 $ 23,088 $ 133.2018 $ 10,656.15 Step 3 $ 290,913 $ 24,243 $ 139.8620 $ 11,188.96 Step 4 $ 305,459 $ 25,455 $ 146.8551 $ 11,748.41 Step 5 $ 320,731 $ 26,728 $ 154.1978 $ 12,335.82 1015 Deputy City Administrator E M 40 Step 1 Step 2 Step 3 Step 4 Step 5 1020 Economic Development Manager $ $ $ $ $ E M 34 161,991 170,091 178,595 187,525 196,901 $ $ $ $ $ 13,499 14,174 14,883 15,627 16,408 $ 77.8804 $ 81.7744 $ 85.8631 $ 90.1563 $ 94.6641 $ $ $ $ $ 6,230.43 6,541.95 6,869.05 7,212.50 7,573.13 Step 1 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 2 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 3 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 4 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 5 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 1035 Public Information Officer E M 31 Step 1 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 2 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 3 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 4 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 5 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Information Technology Division 1625 Information Technology Analyst NE C 26 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 1620 Information Technology Analyst, Senior NE C 30 Step 1 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 2 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 3 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 4 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 5 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Page 1 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 1610 Information Technology Manager E M 37 Step 1 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 2 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 3 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 4 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Step 5 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 1630 Information Technology Technician NE C 20 Step 1 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 2 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 3 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 4 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 5 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 1615 Programmer/Analyst E C 30 Step 1 Step 2 Step 3 Step 4 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 1110 City Attorney E E 49 Step 1 $ 251,301 $ 20,942 $ 120.8180 $ 9,665.44 Step 2 $ 263,867 $ 21,989 $ 126.8589 $ 10,148.71 Step 3 $ 277,060 $ 23,088 $ 133.2018 $ 10,656.15 Step 4 $ 290,913 $ 24,243 $ 139.8620 $ 11,188.96 Step 5 $ 305,459 $ 25,455 $ 146.8551 $ 11,748.41 1115 Deputy City Attorney E M 38 Step 1 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 2 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 3 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Step 4 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 Step 5 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 1507 Executive Legal Secretary NE C 23 Step 1 Step 2 Step 3 Step 4 Step 5 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 1495 Legal Administrative Analyst NE C 26 Page 2 of 12 Step 1 Step 2 Step 3 Step 4 Step 5 1113 Senior Step 1 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 Attornev E M 39 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 1310 City Clerk E E 41 Step 1 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 Step 2 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 Step 3 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 Step 4 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 Step 5 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 1315 Deputy City Clerk NE C 26 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 1320 Records Management Assistant NE C 20 Step 1 Step 2 Step 3 Step 4 Step 5 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 1530 Administrative Assistant, (Confidential) NE C 13 Step 1 $ 43,389 $ 3,616 $ 20.8601 $ 1,668.81 Step 2 $ 45,558 $ 3,797 $ 21.9031 $ 1,752.25 Step 3 $ 47,836 $ 3,986 $ 22.9983 $ 1,839.86 Step 4 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 5 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 1520 Administrative Assistant, Senior (Confidential) NE C 17 Page 3 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 Step 1 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 2 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 3 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 4 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 5 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 1510 Administrative Secretary NE C 20 Step 1 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 2 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 3 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 4 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 5 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 1500 Executive Assistant to the City Administrator NE C 26 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 1490 Administrative Analyst NE C 26 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 FINANCE DEPARTMENT 1240 Accountant NE C 22 Step 1 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 2 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 3 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 4 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 5 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 1230 Accountant, Senior NE C 27 Step 1 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 2 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 3 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 4 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 5 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 1220 Assistant Finance Director E M 39 Step 1 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 2 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Step 3 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 Step 4 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 Step 5 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 Page 4 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 1225 Deputy City Treasurer E M 35 Step 1 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 2 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 3 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 4 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 5 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 1210 Director of Finance/City Treasurer E E 44 Step 1 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 Step 2 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 Step 3 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 Step 4 $ 227,938 $ 18,995 $ 109.5855 $ 8,766.84 Step 5 $ 239,335 $ 19,945 $ 115.0648 $ 9,205.18 1245 Payroll Specialist NE C 19 Step 1 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 2 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 3 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 4 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 5 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 1248 Public Housing Property Coordinator NE C 16 Step 1 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 2 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 3 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 4 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 5 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 FIRE DEPARTMENT 5033 Assistant Fire Marshal NE M 29 Step 1 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 2 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 3 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 4 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 5 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 5055 Fire Administrative Analyst NE C 26 Step 1 Step 2 Step 3 Step 4 Step 5 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 5010 Fire Chief E E 46 Page 5 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 Step 1 Step 2 Step 3 Step 4 Step 5 nycwlau'I•iyrvu.�.�cu•Iweva �w.u'u.�.w •w �c..vn1. 2010 Director of Health and Environmental Control E E 43 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 $ 227,938 $ 18,995 $ 109.5855 $ 8,766.84 $ 239,335 $ 19,945 $ 115.0648 $ 9,205.18 $ 251,301 $ 20,942 $ 120.8180 $ 9,665.44 $ 263,867 $ 21,989 $ 126.8589 $ 10,148.71 Step 1 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 Step 2 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 Step 3 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 Step 4 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 Step 5 $ 227,938 $ 18,995 $ 109.5855 $ 8,766.84 2020 Environmental Health Program Administrator E M 34 Step 1 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 2 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 3 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 4 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 5 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 2022 Environmental Specialist, Temporary NE T26 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 6 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 7 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 8 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 2045 Environmental Health Intern NE Hourly Step 1 $ 15.0000 1410 Director of Human Resources E E 42 Step 1 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 Step 2 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 Step 3 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 Step 4 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 Step 5 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 1420 Human Resources Analyst NE C 26 Step 1 Step 2 Step 3 Step 4 Step 5 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Page 6 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 1415 Human Resources Analyst, Senior E M 33 Step 1 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 2 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 3 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 4 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 5 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 1425 Human Resources Assistant NE C 17 Step 1 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 2 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 3 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 4 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 5 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 1413 Senior Legal & Policy Advisor E M 39 Step 1 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 2 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Step 3 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 Step 4 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 Step 5 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 INDUSTRIAL DEVELOPMENT DEPARTMENT 3010 Industrial Development Director E E 39 Step 1 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 2 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Step 3 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 Step 4 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 Step 5 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 POLICE DEPARTMENT 4035 Police Cadet NE 3180 Step 1 $ 38,892 $ 3,241 $ 18.6981 $ 1,495.85 Step 2 $ 36,864 $ 3,072 $ 17.7231 $ 1,417.85 Step 3 $ 34,944 $ 2,912 $ 16.8000 $ 1,344.00 Step 4 $ 33,120 $ 2,760 $ 15.9231 $ 1,273.85 Step 5 $ 31,380 $ 2,615 $ 15.0865 $ 1,206.92 Step 6 $ 29,760 $ 2,480 $ 14.3077 $ 1,144.62 Step 7 $ 28,212 $ 2,351 $ 13.5635 $ 1,085.08 Step 8 $ 26,736 $ 2,228 $ 12.8538 $ 1,028.31 4010 Police Chief E E 47 Step 1 $ 227,938 $ 18,995 $ 109.5855 $ 8,766.84 Step 2 $ 239,335 $ 19,945 $ 115.0648 $ 9,205.18 Step 3 $ 251,301 $ 20,942 $ 120.8180 $ 9,665.44 Step 4 $ 263,867 $ 21,989 $ 126.8589 $ 10,148.71 Step 5 $ 277,060 $ 23,088 $ 133.2018 $ 10,656.15 Page 7 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 4110 Police Records Manager NE E M 27 Step 1 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 2 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 3 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 4 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 5 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 4145 Reserve Police Officer NE Stipend Step 1 $ 3,600 PUBLIC UTILITIES DEPARTMENT 8008 General Manager of Public Utilities E E 48 Step 1 $ 239,335 $ 19,945 $ 115.0648 $ 9,205.18 Step 2 $ 251,301 $ 20,942 $ 120.8180 $ 9,665.44 Step 3 $ 263,867 $ 21,989 $ 126.8589 $ 10,148.71 Step 4 $ 277,060 $ 23,088 $ 133.2018 $ 10,656.15 Step 5 $ 290,913 $ 24,243 $ 139.8620 $ 11,188.96 8011 Assistant General Manager of Public Utilities Step 1 Step 2 Step 3 Step 4 Step 5 8710 Business and Account Supervisor Step 1 Step 2 Step 3 Step 4 Step 5 8606 Utilities Compliance Administrator Step 1 Step 2 Step 3 Step 4 Step 5 E E E M M M 43 32 35 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 $ 227,938 $ 18,995 $ 109.5855 $ 8,766.84 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 8515 Key Accounts Specialist NE M 28 Step 1 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 2 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 3 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 4 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 5 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Electric Operations Division Page 8 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 8040 Electric Operations Supervisor E M 36 Step 1 Step 2 Step 3 Step 4 Step 5 8015 Utilities Operations Manager E M 41 Step 1 Step 2 Step 3 Step 4 Step 5 8112 Principal Electrical Engineer E M 38 Step 1 Step 2 Step 3 Step 4 Step 5 8110 Utilities Engineering Manager E M 42 Step 1 Step 2 Step 3 Step 4 Step 5 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 LCOJIM 8210 Gas Systems Superintendent E M 36 Step 1 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 2 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 3 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 4 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 5 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Resource Planning and Scheduling Division 8405 Integrated Resources Manager E M 42 Step 1 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 Step 2 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 Step 3 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 Step 4 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 Step 5 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 8411 Principal Resource Planner E M 37 Step 1 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Page 9 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 Step 2 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 3 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 4 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Step 5 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 Water Operations Division 7905 Water Administrator E M 36 Step 1 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 2 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 3 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 4 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 5 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 7915 Water Foreman E M 27 Step 1 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 2 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 3 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 4 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 5 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 7911 Water Project Specialist E M 35 Step 1 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 2 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 3 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 4 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 5 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 7910 Water Superintendent E M 33 Step 1 Step 2 Step 3 Step 4 Step 5 PUBLIC WORKS DEPARTMENT 7008 Director of Public Works E E 44 Step 1 Step 2 Step 3 Step 4 Step 5 7205 Building and Planning Manager E M 37 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 $ 227,938 $ 18,995 $ 109.5855 $ 8,766.84 $ 239,335 $ 19,945 $ 115.0648 $ 9,205.18 Step 1 Page 10 of 12 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 7118 Civil Engineer NE M 32 Step 1 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 2 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 3 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 4 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 5 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 7115 Principal Civil Engineer E M 37 Step 1 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 2 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 3 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 Step 4 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 Step 5 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 7307 Facilities Maintenance Supervisor E M 26 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 7515 Fleet Supervisor E M 27 Step 1 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 2 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 3 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 4 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 5 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 7308 Street Maintenance Supervisor E M 26 Step 1 Step 2 Step 3 Step 4 Step 5 7300 Public Works Superintendent Step 1 Step 2 Step 3 E M 32 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Page 11 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective June 2, 2020 Step 4 Step 5 126,924 $ 10,577 $ 61.0214 $ 4,881.71 133,271 $ 11,106 $ 64.0724 $ 5,125.80 fa} -The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 12 of 12 1025 Council Member 1030 Mayor ��\I_1 �J 1•lll\'1 - II_1066AW 1010 City Administrator City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 E O 01 $ 28,994 $ 2,416 E O 01 $ 28,994 $ 2,416 E E 50 N/A $ 1,115.14 N/A $ 1,115.14 Step 1 $ 271,783 $ 22,649 $ 130.6651 $ 10,453.20 Step 2 $ 285,372 $ 23,781 $ 137.1983 $ 10,975.86 Step 3 $ 299,641 $ 24,970 $ 144.0582 $ 11,524.66 Step 4 $ 314,623 $ 26,219 $ 151.2611 $ 12,100.89 Step 5 $ 330,354 $ 27,530 $ 158.8242 $ 12,705.93 1015 Deputy City Administrator E M 40 Step 1 Step 2 Step 3 Step 4 Step 5 1020 Economic Development Manager $ $ $ $ $ E M 34 166,851 175,194 183,954 193,151 202,809 $ $ $ $ $ 13,904 14,599 15,329 16,096 16,901 $ 80.2170 $ 84.2278 $ 88.4392 $ 92.8611 $ 97.5042 $ $ $ $ $ 6,417.36 6,738.23 7,075.14 7,428.89 7,800.34 Step 1 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 2 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 3 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 4 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 5 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 1035 Public Information Officer E M 31 Step 1 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 2 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 3 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 4 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 5 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Information Technology Division 1625 Information Technology Analyst NE C 26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 1620 Information Technology Analyst, Senior NE C 30 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 5 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Page 1 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 1610 Information Technology Manager E M 37 Step 1 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 2 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 3 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 4 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 Step 5 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 1630 Information Technology Technician NE C 20 Step 1 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 2 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 3 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 4 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 5 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 1615 Programmer/Analyst E C 30 Step 1 Step 2 Step 3 Step 4 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 1110 City Attorney E E 49 Step 1 $ 258,841 $ 21,570 $ 124.4429 $ 9,955.43 Step 2 $ 271,783 $ 22,649 $ 130.6651 $ 10,453.20 Step 3 $ 285,372 $ 23,781 $ 137.1983 $ 10,975.86 Step 4 $ 299,641 $ 24,970 $ 144.0582 $ 11,524.66 Step 5 $ 314,623 $ 26,219 $ 151.2611 $ 12,100.89 1115 Deputy City Attorney E M 38 Step 1 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 2 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 3 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 Step 4 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 Step 5 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 1507 Executive Legal Secretary NE C 23 Step 1 Step 2 Step 3 Step 4 Step 5 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 1495 Legal Administrative Analyst NE C 26 Page 2 of 12 Step 1 Step 2 Step 3 Step 4 Step 5 1113 Senior Step 1 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Attornev E M 39 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 1310 City Clerk E E 41 Step 1 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 Step 2 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 Step 3 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 Step 4 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 Step 5 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 1315 Deputy City Clerk NE C 26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 1320 Records Management Assistant NE C 20 Step 1 Step 2 Step 3 Step 4 Step 5 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 1530 Administrative Assistant, (Confidential) NE C 13 Step 1 $ 44,691 $ 3,724 $ 21.4859 $ 1,718.88 Step 2 $ 46,925 $ 3,910 $ 22.5602 $ 1,804.82 Step 3 $ 49,272 $ 4,106 $ 23.6882 $ 1,895.06 Step 4 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 5 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 1520 Administrative Assistant, Senior (Confidential) NE C 17 Page 3 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 1 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 2 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 3 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 4 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 5 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 1510 Administrative Secretary NE C 20 Step 1 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 2 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 3 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 4 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 5 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 1500 Executive Assistant to the City Administrator NE C 26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 1490 Administrative Analyst NE C 26 Step 1 Step 2 Step 3 Step 4 Step 5 1240 Accountant NE C 22 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 1 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 2 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 3 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 4 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 5 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 1230 Accountant, Senior NE C 27 Step 1 Step 2 Step 3 Step 4 Step 5 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 1220 Assistant Finance Director E M 39 Page 4 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 1 Step 2 Step 3 Step 4 Step 5 1225 Deputy City Treasurer $ 158,906 $ 166,851 $ 175,194 $ 183,954 $ 193,151 E M 35 $ $ $ $ $ 13,242 13,904 14,599 15,329 16,096 $ 76.3971 $ 80.2170 $ 84.2278 $ 88.4392 $ 92.8611 $ $ $ $ $ 6,111.77 6,417.36 6,738.23 7,075.14 7,428.89 Step 1 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 2 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 3 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 4 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 5 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 1210 Director of Finance/City Treasurer E E 44 Step 1 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 Step 2 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 Step 3 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 Step 4 $ 234,777 $ 19,565 $ 112.8733 $ 9,029.87 Step 5 $ 246,515 $ 20,543 $ 118.5170 $ 9,481.36 1245 Payroll Specialist NE C 19 Step 1 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 2 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 3 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 4 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 5 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 1248 Public Housing Property Coordinator NE C 16 Step 1 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 2 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 3 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 4 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 5 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 5033 Assistant Fire Marshal NE M 29 Step 1 Step 2 Step 3 Step 4 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 5055 Fire Administrative Analyst NE C 26 Page 5 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 5010 Fire Chief E E 46 Step 1 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 Step 2 $ 234,777 $ 19,565 $ 112.8733 $ 9,029.87 Step 3 $ 246,515 $ 20,543 $ 118.5170 $ 9,481.36 Step 4 $ 258,841 $ 21,570 $ 124.4429 $ 9,955.43 Step 5 $ 271,783 $ 22,649 $ 130.6651 $ 10,453.20 HEALTH • ENVIRONMENTAL CONTROLDEPARTMENT 2010 Director of Health and Environmental Control E E 43 Step 1 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 Step 2 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 Step 3 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 Step 4 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 Step 5 $ 234,777 $ 19,565 $ 112.8733 $ 9,029.87 2020 Environmental Health Program Administrator E M 34 Step 1 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 2 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 3 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 4 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 5 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 2022 Environmental Specialist, Temporary NE T26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 6 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 7 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 8 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 2045 Environmental Health Intern NE Hourly Step 1 $ 15.0000 Page 6 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 1410 Director of Human Resources E E 42 Step 1 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 Step 2 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 Step 3 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 Step 4 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 Step 5 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 1420 Human Resources Analyst NE C 26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 1415 Human Resources Analyst, Senior E M 33 Step 1 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 2 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 3 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 4 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 5 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 1425 Human Resources Assistant NE C 17 Step 1 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 2 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 3 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 4 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 5 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 1413 Senior Legal & Policy Advisor E M 39 Step 1 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 2 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 Step 3 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 Step 4 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 Step 5 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 INDUSTRIAL DEVELOPMENT DEPARTMENT 3010 Industrial Development Director E E 39 Step 1 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 2 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 Step 3 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 Step 4 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 Step 5 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 IOLICE DEPARTMENT 4035 Police Cadet NE 3180 Page 7 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 1 $ 38,892 $ 3,241 $ 18.6981 $ 1,495.85 Step 2 $ 36,864 $ 3,072 $ 17.7231 $ 1,417.85 Step 3 $ 34,944 $ 2,912 $ 16.8000 $ 1,344.00 Step 4 $ 33,120 $ 2,760 $ 15.9231 $ 1,273.85 Step 5 $ 31,380 $ 2,615 $ 15.0865 $ 1,206.92 Step 6 $ 29,760 $ 2,480 $ 14.3077 $ 1,144.62 Step 7 $ 28,212 $ 2,351 $ 13.5635 $ 1,085.08 Step 8 $ 26,736 $ 2,228 $ 12.8538 $ 1,028.31 4010 Police Chief E E 47 Step 1 $ 234,777 $ 19,565 $ 112.8733 $ 9,029.87 Step 2 $ 246,515 $ 20,543 $ 118.5170 $ 9,481.36 Step 3 $ 258,841 $ 21,570 $ 124.4429 $ 9,955.43 Step 4 $ 271,783 $ 22,649 $ 130.6651 $ 10,453.20 Step 5 $ 285,372 $ 23,781 $ 137.1983 $ 10,975.86 4110 Police Records Manager HE E M 27 Step 1 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 2 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 3 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 4 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 5 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 4145 Reserve Police Officer NE Stipend Step 1 $ 3,600 PUBLIC UTILITIES DEPARTMENT 8008 General Manager of Public Utilities E E 48 Step 1 $ 246,515 $ 20,543 $ 118.5170 $ 9,481.36 Step 2 $ 258,841 $ 21,570 $ 124.4429 $ 9,955.43 Step 3 $ 271,783 $ 22,649 $ 130.6651 $ 10,453.20 Step 4 $ 285,372 $ 23,781 $ 137.1983 $ 10,975.86 Step 5 $ 299,641 $ 24,970 $ 144.0582 $ 11,524.66 8011 Assistant General Manager of Public Utilities E M 43 Step 1 Step 2 Step 3 Step 4 Step 5 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 $ 234,777 $ 19,565 $ 112.8733 $ 9,029.87 8710 Business and Account Supervisor E M 32 Page 8 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 1 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 2 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 3 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 4 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 5 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Compliance Division 8606 Utilities Compliance Administrator E M 35 Step 1 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 2 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 3 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 4 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 5 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 8515 Key Accounts Specialist NE M 28 Step 1 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 2 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 3 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 4 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 5 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 OperationsElectric 8040 Electric Operations Supervisor E M 36 Step 1 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 2 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 3 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 4 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 5 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 8015 Utilities Operations Manager E M 41 Step 1 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 Step 2 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 Step 3 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 Step 4 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 Step 5 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 Engineering Division (Public Utilities) 8112 Principal Electrical Engineer E M 38 Step 1 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 2 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 3 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 Step 4 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 Step 5 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 8110 Utilities Engineering Manager E M 42 Step 1 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 Step 2 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 Page 9 of 12 Step 3 Step 4 Step 5 8210 Gas Systems Superintendent Step 1 Step 2 Step 3 Step 4 Step 5 8405 Integrated Resources Manager Step 1 Step 2 Step 3 Step 4 Step 5 8411 Principal Resource Planner Step 1 Step 2 Step 3 Step 4 Step 5 11"B"Mr.". 7905 Water Administrator City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 E M 36 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 E M 42 $ 183,954 $ 15,329 $ 88.4392 $ 7,075.14 $ 193,151 $ 16,096 $ 92.8611 $ 7,428.89 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 E M 37 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 E M 36 Step 1 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 2 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 3 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 4 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 5 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 7915 Water Foreman E M 27 Step 1 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 2 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 3 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 4 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 5 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 7911 Water Project Specialist E M 35 Step 1 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 2 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 3 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Page 10 of 12 Step 4 Step 5 7910 Water Superintendent Step 1 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 E M 33 •- 11. 7008 Director of Public Works E E 44 Step 1 Step 2 Step 3 Step 4 Step 5 nivw,rr 7205 Building and Planning Manager E M Step 1 Step 2 Step 3 Step 4 Step 5 37 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 $ 202,809 $ 16,901 $ 97.5042 $ 7,800.34 $ 212,949 $ 17,746 $ 102.3794 $ 8,190.36 $ 223,597 $ 18,633 $ 107.4984 $ 8,599.87 $ 234,777 $ 19,565 $ 112.8733 $ 9,029.87 $ 246,515 $ 20,543 $ 118.5170 $ 9,481.36 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 (Public Works) NE M 32 7118 Civil Engineer Step 1 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 2 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 3 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 4 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 5 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 7115 Principal Civil Engineer E M 37 Step 1 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 2 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 3 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Step 4 $ 166,851 $ 13,904 $ 80.2170 $ 6,417.36 Step 5 $ 175,194 $ 14,599 $ 84.2278 $ 6,738.23 n�an.����..�r�t•�aarnnn�.�.����4�ni�� 7307 Facilities Maintenance Supervisor Step 1 Step 2 Step 3 E M 26 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Page 11 of 12 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 7515 Fleet Supervisor E M 27 Step 1 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 2 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 3 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 4 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 5 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 7308 Street Maintenance Supervisor E M 26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 7300 Public Works Superintendent E M 32 Step 1 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 2 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 3 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 4 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 5 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 {a} -The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 12 of 12 1025 Council Member 1030 Mayor � •� 1010 City Administrator City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 E O 01 $ 29,863 $ 2,489 N/A $ 1,148.59 E O 01 $ 29,863 $ 2,489 N/A $ 1,148.59 E E 50 Step 1 $ 279,936 $ 23,328 $ 134.5847 $ 10,766.78 Step 2 $ 293,933 $ 24,494 $ 141.3140 $ 11,305.12 Step 3 $ 308,630 $ 25,719 $ 148.3797 $ 11,870.37 Step 4 $ 324,061 $ 27,005 $ 155.7987 $ 12,463.89 Step 5 $ 340,264 $ 28,355 $ 163.5886 $ 13,087.09 1015 Deputy City Administrator E M 40 Step 1 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 Step 2 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 Step 3 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 Step 4 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 Step 5 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 1020 Economic Development Manager E M 34 Step 1 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 2 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 3 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 4 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 5 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 1035 Public Information Officer E M 31 Step 1 Step 2 Step 3 Step 4 Step 5 iformation Technology Division 1625 Information Technology Analyst NE C 26 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 1620 Information Technology Analyst, Senior NE C 30 Step 1 Step 2 Step 3 Step 4 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Page 1 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 1610 Information Technology Manager E M 37 Step 1 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 2 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 3 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Step 4 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 Step 5 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 1630 Information Technology Technician NE C 20 Step 1 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 2 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 3 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 5 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 1615 Programmer/Analyst E C 30 Step 1 Step 2 Step 3 Step 4 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 1110 City Attorney E E 49 Step 1 $ 266,606 $ 22,217 $ 128.1759 $ 10,254.07 Step 2 $ 279,936 $ 23,328 $ 134.5847 $ 10,766.78 Step 3 $ 293,933 $ 24,494 $ 141.3140 $ 11,305.12 Step 4 $ 308,630 $ 25,719 $ 148.3797 $ 11,870.37 Step 5 $ 324,061 $ 27,005 $ 155.7987 $ 12,463.89 1115 Deputy City Attorney E M 38 Step 1 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 2 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Step 3 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 Step 4 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 Step 5 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 1507 Executive Legal Secretary NE C 23 Step 1 Step 2 Step 3 Step 4 Step 5 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 1495 Legal Administrative Analyst NE C 26 Page 2 of 12 Step 1 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 1113 Senior Deputy City Attorney E M 39 Step 1 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Step 2 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 Step 3 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 Step 4 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 Step 5 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 CITY CLERK DEPARTMENT 1310 City Clerk E E 41 Step 1 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 Step 2 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 Step 3 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 Step 4 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 Step 5 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 1315 Deputy City Clerk NE C 26 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 1320 Records Management Assistant NE C 20 Step 1 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 2 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 3 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 5 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 GROUPADMINISTRATIVE AND CLERICAL 1530 Administrative Assistant, (Confidential) NE C 13 Step 1 $ 46,031 $ 3,836 $ 22.1305 $ 1,770.44 Step 2 $ 48,333 $ 4,028 $ 23.2370 $ 1,858.96 Step 3 $ 50,750 $ 4,229 $ 24.3989 $ 1,951.91 Step 4 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 5 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 1520 Administrative Assistant, Senior (Confidential) NE C 17 Page 3 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 Step 1 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 2 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 3 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 4 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 5 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 1510 Administrative Secretary NE C 20 Step 1 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 2 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 3 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 5 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 1500 Executive Assistant to the City Administrator NE C 26 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 1490 Administrative Analyst NE C 26 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 FINANCE DEPARTMENT 1240 Accountant NE C 22 Step 1 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 2 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 3 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 4 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 5 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 1230 Accountant, Senior NE C 27 Step 1 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 2 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 3 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 4 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 5 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 1220 Assistant Finance Director E M 39 Step 1 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Step 2 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 Step 3 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 Step 4 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 Step 5 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 Page 4 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 1225 Deputy City Treasurer E M 35 Step 1 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 2 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 3 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 4 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 5 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 1210 Director of Finance/City Treasurer E E 44 Step 1 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 Step 2 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 Step 3 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 Step 4 $ 241,819 $ 20,152 $ 116.2593 $ 9,300.75 Step 5 $ 253,910 $ 21,159 $ 122.0723 $ 9,765.78 1245 Payroll Specialist NE C 19 Step 1 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 2 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 3 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 4 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 5 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 1248 Public Housing Property Coordinator NE C 16 Step 1 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 2 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 3 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 4 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 5 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 FIRE DEPARTMENT 5033 Assistant Fire Marshal NE M 29 Step 1 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 2 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 3 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 4 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 5 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 5055 Fire Administrative Analyst NE C 26 Step 1 Step 2 Step 3 Step 4 Step 5 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 5010 Fire Chief E E 46 Page 5 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 Step 1 Step 2 Step 3 Step 4 Step 5 nycwlau'I•iyrvu.�.�cu•Iweva �w.u'u.�.w •w �c..vn1. 2010 Director of Health and Environmental Control E E 43 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 $ 241,819 $ 20,152 $ 116.2593 $ 9,300.75 $ 253,910 $ 21,159 $ 122.0723 $ 9,765.78 $ 266,606 $ 22,217 $ 128.1759 $ 10,254.07 $ 279,936 $ 23,328 $ 134.5847 $ 10,766.78 Step 1 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 Step 2 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 Step 3 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 Step 4 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 Step 5 $ 241,819 $ 20,152 $ 116.2593 $ 9,300.75 2020 Environmental Health Program Administrator E M 34 Step 1 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 2 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 3 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 4 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 5 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 2022 Environmental Specialist, Temporary NE T26 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 6 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 7 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 8 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 2045 Environmental Health Intern NE Hourly Step 1 $ 15.0000 1410 Director of Human Resources E E 42 Step 1 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 Step 2 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 Step 3 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 Step 4 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 Step 5 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 1420 Human Resources Analyst NE C 26 Step 1 Step 2 Step 3 Step 4 Step 5 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Page 6 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 1415 Human Resources Analyst, Senior E M 33 Step 1 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 2 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 3 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 4 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 5 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 1425 Human Resources Assistant NE C 17 Step 1 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 2 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 3 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 4 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 5 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 1413 Senior Legal & Policy Advisor E M 39 Step 1 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Step 2 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 Step 3 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 Step 4 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 Step 5 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 3010 Industrial Development Director E E 39 Step 1 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Step 2 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 Step 3 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 Step 4 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 Step 5 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 POLICE DEPARTMENT 4035 Police Cadet NE 3180 Step 1 $ 38,892 $ 3,241 $ 18.6981 $ 1,495.85 Step 2 $ 36,864 $ 3,072 $ 17.7231 $ 1,417.85 Step 3 $ 34,944 $ 2,912 $ 16.8000 $ 1,344.00 Step 4 $ 33,120 $ 2,760 $ 15.9231 $ 1,273.85 Step 5 $ 31,380 $ 2,615 $ 15.0865 $ 1,206.92 Step 6 $ 29,760 $ 2,480 $ 14.3077 $ 1,144.62 Step 7 $ 28,212 $ 2,351 $ 13.5635 $ 1,085.08 Step 8 $ 26,736 $ 2,228 $ 12.8538 $ 1,028.31 4010 Police Chief E E 47 Step 1 Step 2 Step 3 Step 4 Step 5 $ 241,819 $ 20,152 $ 116.2593 $ 9,300.75 $ 253,910 $ 21,159 $ 122.0723 $ 9,765.78 $ 266,606 $ 22,217 $ 128.1759 $ 10,254.07 $ 279,936 $ 23,328 $ 134.5847 $ 10,766.78 $ 293,933 $ 24,494 $ 141.3140 $ 11,305.12 Page 7 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 4110 Police Records Manager NE E M 27 Step 1 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 2 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 3 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 4 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 5 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 4145 Reserve Police Officer NE Stipend Step 1 $ 3,600 PUBLIC UTILITIES DEPARTMENT 8008 General Manager of Public Utilities E E 48 Step 1 $ 253,910 $ 21,159 $ 122.0723 $ 9,765.78 Step 2 $ 266,606 $ 22,217 $ 128.1759 $ 10,254.07 Step 3 $ 279,936 $ 23,328 $ 134.5847 $ 10,766.78 Step 4 $ 293,933 $ 24,494 $ 141.3140 $ 11,305.12 Step 5 $ 308,630 $ 25,719 $ 148.3797 $ 11,870.37 8011 Assistant General Manager of Public Utilities E M 43 Step 1 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 Step 2 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 Step 3 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 Step 4 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 Step 5 $ 241,819 $ 20,152 $ 116.2593 $ 9,300.75 i 8710 Business and Account Supervisor E M 32 Step 1 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 2 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 3 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 4 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 5 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Compliance Division --A 8606 Utilities Compliance Administrator E M 35 Step 1 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 2 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 3 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 4 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 5 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Customer Service Division 8515 Key Accounts Specialist NE M 28 Step 1 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 2 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 3 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 4 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 5 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Page 8 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 8040 Electric Operations Supervisor E M 36 Step 1 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 2 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 3 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 4 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 Step 5 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 8015 Utilities Operations Manager Step 1 Step 2 Step 3 Step 4 Step 5 E M 41 Engineering Division (Public Utilities) 8112 Principal Electrical Engineer E M 38 Step 1 Step 2 Step 3 Step 4 Step 5 8110 Utilities Engineering Manager E M 42 Step 1 Step 2 Step 3 Step 4 Step 5 8210 Gas Systems Superintendent E M 36 Step 1 Step 2 Step 3 Step 4 Step 5 8405 Integrated Resources Manager E M 42 Step 1 Step 2 Step 3 Step 4 Step 5 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 $ 189,472 $ 15,789 $ 91.0922 $ 7,287.37 $ 198,945 $ 16,579 $ 95.6468 $ 7,651.74 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 8411 Principal Resource Planner E M 37 Page 9 of 12 Step 1 Step 2 Step 3 Step 4 Step 5 7905 Water Administrator Step 1 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 E M 36 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 7915 Water Foreman E M 27 Step 1 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 2 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 3 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 4 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 5 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 7911 Water Project Specialist E M 35 Step 1 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 2 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 3 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 4 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 5 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 7910 Water Superintendent E M 33 Step 1 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 2 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 3 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 4 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 5 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 7008 Director of Public Works E E 44 Step 1 Step 2 Step 3 Step 4 Step 5 $ 208,893 $ 17,408 $ 100.4292 $ 8,034.33 $ 219,337 $ 18,278 $ 105.4506 $ 8,436.05 $ 230,304 $ 19,192 $ 110.7232 $ 8,857.86 $ 241,819 $ 20,152 $ 116.2593 $ 9,300.75 $ 253,910 $ 21,159 $ 122.0723 $ 9,765.78 7205 Building and Planning Manager E M 37 Page 10 of 12 Step 1 Step 2 Step 3 Step 4 Step 5 7118 Civil Engineer Step 1 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 NE M 32 7115 Principal Civil Engineer E M 37 Step 1 Step 2 Step 3 Step 4 Step 5 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 $ 171,856 $ 14,321 $ 82.6233 $ 6,609.86 $ 180,449 $ 15,037 $ 86.7545 $ 6,940.36 7307 Facilities Maintenance Supervisor E M 26 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 7515 Fleet Supervisor E M 27 Step 1 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 2 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 3 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 4 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 5 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 7308 Street Maintenance Supervisor E M 26 Step 1 Step 2 Step 3 Step 4 Step 5 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 7300 Public Works Superintendent E M 32 Step 1 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 2 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Page 11 of 12 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 Step 3 Step 4 Step 5 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 12 of 12 EXHIBIT B City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective March 17, 2020 8035 Electric Operator NE 1 30 Step 1 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 2 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 3 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 4 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 5 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 8053 Electrical Test Technician, Senior NE 1 31 Step 1 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 2 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 3 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 4 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 5 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 8050 Metering Technician NE 1 29 Step 1 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 2 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 3 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 4 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 5 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 8047 Metering Technician, Senior NE 1 31 Step 1 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 2 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 3 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 4 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 5 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 8045 Power Plant Operator NE 1 28 Step 1 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 2 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 3 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 4 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 5 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 8055 Electrical Test Technician NE 1 29 Step 1 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 2 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 3 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 4 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 5 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 8030 Utilities Dispatcher NE 1 33 Step 1 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 2 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 3 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 4 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 5 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Page 1 of 3 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective March 17, 2020 8025 Utilities Dispatcher, Senior NE 1 34 Step 1 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 2 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 3 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 4 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 5 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 8060 Utilities Operations Trainee NE 1 23 Step 1 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 2 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 3 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 4 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 5 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 8031 Utilities Project Coordinator NE 1 33 Step 1 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 2 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 3 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 4 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 5 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 8135 Electrical Engineering Technician NE 1 25 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 8130 Associate Electrical Engineer NE 1 30 Step 1 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 2 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 3 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 4 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 5 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 8125 Electrical Engineer NE 1 35 Step 1 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 2 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 3 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 4 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 5 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 8215 Gas Systems Specialist NE 1 30 Step 1 Step 2 Step 3 Step 4 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Page 2 of 3 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective March 17, 2020 Step 5 8220 Gas Systems Technician NE Step 1 Step 2 Step 3 Step 4 Step 5 Resource Planning and Scheduling Division 8435 Assistant Resource Scheduler NE 1 26 1 28 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 1 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 2 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 3 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 4 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 5 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 8430 Associate Resource Scheduler NE 1 30 Step 1 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 2 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 3 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 4 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 5 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 8422 Principal Resource Scheduler/Trader NE 1 34 Step 1 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 2 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 3 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 4 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 5 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 8415 Resource Planner NE 1 35 Step 1 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 Step 2 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 Step 3 $ 139,934 $ 11,661 $ 67.2760 $ 5,382.08 Step 4 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 Step 5 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 8420 Resource Scheduler NE 1 32 Step 1 Step 2 Step 3 Step 4 Step 5 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 $ 133,271 $ 11,106 $ 64.0724 $ 5,125.80 {a} -The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 3 of 3 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 OCCUPATIONAL JOB FAMILIES AND JOB CLASSES Operationsam 8035 Electric Operator NE 1 30 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 5 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 8053 Electrical Test Technician, Senior NE 1 31 Step 1 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 2 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 3 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 4 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 5 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 8050 Metering Technician NE 1 29 Step 1 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 2 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 3 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 4 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 5 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 8047 Metering Technician, Senior NE 1 31 Step 1 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 2 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 3 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 4 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 5 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 8045 Power Plant Operator NE 1 28 Step 1 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 2 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 3 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 4 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 5 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 8055 Electrical Test Technician NE 1 29 Step 1 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 2 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 3 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 4 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 5 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 8030 Utilities Dispatcher NE 1 33 Step 1 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 2 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 3 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 4 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 5 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Page 1 of 3 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 am IM OCCUPATIONAL JOB FAMILIES AND JOB CLASSES M992=1 8025 Utilities Dispatcher, Senior NE 1 34 Step 1 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 2 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 3 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 4 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 5 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 8060 Utilities Operations Trainee NE 1 23 Step 1 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 2 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 3 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 4 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 5 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 8031 Utilities Project Coordinator NE 1 33 Step 1 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 2 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 3 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 4 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 5 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 0--:----j-ng Division (Public Utilities) 8135 Electrical Engineering Technician NE 1 25 Step 1 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 2 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 3 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 4 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 8130 Associate Electrical Engineer NE 1 30 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 5 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 8125 Electrical Engineer NE 1 35 Step 1 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 2 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 3 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 4 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 5 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 Gas Division 8215 Gas Systems Specialist NE 1 30 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Page 2 of 3 CLASS CODE Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 8220 Gas Systems Technician NE 1 26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Resource Plannine and Scheduline Division 8435 Assistant Resource Scheduler NE 1 28 Step 1 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 2 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 3 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 4 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 5 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 8430 Associate Resource Scheduler NE 1 30 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 5 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 8422 Principal Resource Scheduler/Trader NE 1 34 Step 1 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 2 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 3 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 4 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 5 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 8415 Resource Planner NE 1 35 Step 1 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 2 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 Step 3 $ 144,132 $ 12,011 $ 69.2945 $ 5,543.56 Step 4 $ 151,339 $ 12,612 $ 72.7592 $ 5,820.73 Step 5 $ 158,906 $ 13,242 $ 76.3971 $ 6,111.77 8420 Resource Scheduler NE 1 32 Step 1 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 2 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 3 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Step 4 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 Step 5 $ 137,269 $ 11,439 $ 65.9948 $ 5,279.58 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 3 of 3 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 8035 Electric Operator NE 1 30 Step 1 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 2 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 3 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 4 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 5 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 8053 Electrical Test Technician, Senior NE 1 31 Step 1 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 2 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 3 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 4 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 5 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 8050 Metering Technician NE 1 29 Step 1 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 2 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 3 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 4 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 5 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 8047 Metering Technician, Senior NE 1 31 Step 1 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 2 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 3 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 4 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 5 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 8045 Power Plant Operator NE 1 28 Step 1 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 2 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 3 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 4 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 5 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 8055 Electrical Test Technician NE 1 29 Step 1 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 2 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 3 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 4 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 5 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 8030 Utilities Dispatcher NE 1 33 Step 1 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 2 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 3 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 4 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 5 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Page 1 of 3 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 8025 Utilities Dispatcher, Senior NE 1 34 Step 1 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 2 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 3 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 4 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 5 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 8060 Utilities Operations Trainee NE 1 23 Step 1 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 2 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 3 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 4 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 5 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 8031 Utilities Project Coordinator NE 1 33 Step 1 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 2 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 3 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 4 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 5 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 8135 Electrical Engineering Technician NE 1 25 Step 1 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 2 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 3 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 4 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 5 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 8130 Associate Electrical Engineer NE 1 30 Step 1 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 2 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 3 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 4 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 5 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 8125 Electrical Engineer NE 1 35 Step 1 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 2 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 3 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 4 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 5 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 8215 Gas Systems Specialist NE 1 30 Step 1 Step 2 Step 3 Step 4 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Page 2 of 3 Step 5 8220 Gas Systems Technician Step 1 Step 2 Step 3 Step 4 Step 5 8435 Assistant Resource Scheduler City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 NE 1 26 NE 1 28 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 1 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 2 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 3 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 4 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 5 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 8430 Associate Resource Scheduler NE 1 30 Step 1 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 2 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 3 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 4 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 5 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 8422 Principal Resource Scheduler/Trader NE 1 34 Step 1 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Step 2 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 3 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 4 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 5 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 8415 Resource Planner NE 1 35 Step 1 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 Step 2 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Step 3 $ 148,456 $ 12,371 $ 71.3731 $ 5,709.84 Step 4 $ 155,879 $ 12,990 $ 74.9417 $ 5,995.34 Step 5 $ 163,673 $ 13,639 $ 78.6888 $ 6,295.11 8420 Resource Scheduler NE 1 32 Step 1 Step 2 Step 3 Step 4 Step 5 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 $ 141,387 $ 11,782 $ 67.9743 $ 5,437.95 Page 3 of 3 EXHIBIT C 1530 Administrative Assistant City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 NE G 13 Step 1 $ 43,389 $ 3,616 $ 20.8601 $ 1,668.81 Step 2 $ 45,558 $ 3,797 $ 21.9031 $ 1,752.25 Step 3 $ 47,836 $ 3,986 $ 22.9983 $ 1,839.86 Step 4 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 5 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 1520 Administrative Assistant, Senior NE G 17 Step 1 Step 2 Step 3 Step 4 Step 5 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 1250 Account Clerk NE G 14 Step 1 $ 45,558 $ 3,797 $ 21.9031 $ 1,752.25 Step 2 $ 47,836 $ 3,986 $ 22.9983 $ 1,839.86 Step 3 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 4 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 5 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 1247 Account Clerk, Senior NE G 18 Step 1 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 2 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 3 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 4 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 5 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 1234 Assistant Buyer NE G 20 Step 1 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 2 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 3 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 4 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 5 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 1249 Business License Clerk NE G 16 Step 1 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 2 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 3 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 4 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 5 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 1237 Buyer NE G 23 Step 1 Step 2 Step 3 Step 4 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Page 1 of 9 Step 5 1255 Risk Management Assistant Step 1 Step 2 Step 3 Step 4 Step 5 5050 Fire Code Inspector City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 NE G 17 NE G 25 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 5049 Fire Code Inspector, Senior NE G 27 Step 1 Step 2 Step 3 Step 4 Step 5 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 2040 Environmental Health Technician NE G 17 Step 1 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 2 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 3 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 4 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 5 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 2035 Environmental Health Specialist NE G 24 Step 1 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 2 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 3 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 4 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 5 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 POLICE DEPARTMENT 4125 Civilian Court Officer NE G 17 Step 1 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 2 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 3 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 4 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 5 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 4123 Police Community Services Officer NE G 16 Step 1 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 2 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Page 2 of 9 Step 3 Step 4 Step 5 4130 Police Dispatcher City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 NE G 20 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 1 Step 2 Step 3 Step 4 Step 5 4115 Police Dispatcher, Lead $ $ $ $ $ NE G 23 61,053 64,105 67,311 70,676 74,210 $ $ $ $ $ 5,088 5,342 5,609 5,890 6,184 $ $ $ $ $ 29.3523 30.8199 32.3609 33.9790 35.6779 $ $ $ $ $ 2,348.18 2,465.59 2,588.88 2,718.32 2,854.23 Step 1 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 2 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 3 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 4 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 5 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 4135 Police Records Technician NE G 14 Step 1 $ 45,558 $ 3,797 $ 21.9031 $ 1,752.25 Step 2 $ 47,836 $ 3,986 $ 22.9983 $ 1,839.86 Step 3 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 4 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 5 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 4120 Police Records Technician, Lead NE G 17 Step 1 Step 2 Step 3 Step 4 Step 5 8615 Utilities Compliance Analyst NE G 30 Step 1 Step 2 Step 3 Step 4 Step 5 Customerservice Division 8530 Utilities Customer Service Representative NE G 18 Step 1 Step 2 Step 3 Step 4 Step 5 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Page 3 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 8140 Computer Aided Drafting Technician NE G 20 Step 1 Step 2 Step 3 Step 4 Step 5 tesource Planning and Schedul PMr NE G 26 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 01 •. 7137 Assistant Civil Engineer - Public Utilities NE G 26 Step 1 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 2 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 3 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 4 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 5 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 7145 Engineering Aide NE G 21 Step 1 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 2 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 3 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 4 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 5 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 7935 Meter Reader NE G 18 Step 1 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 2 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 3 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 4 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 5 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 7940 Meter Reader, Lead NE G 20 Step 1 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 2 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 3 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 4 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 5 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 7930 Water Maintenance Worker NE G 18 Step 1 Step 2 Step 3 Step 4 Step 5 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Page 4 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 7925 Water Maintenance Worker, Senior NE G 22 Step 1 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 2 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 3 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 4 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 5 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 7920 Water Project Coordinator E G 30 Step 1 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 2 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 3 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 4 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 PUBLIC Step 5 WORKS DEPARTMENT $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 7227 Building Inspector NE G 25 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 7215 Building Inspector, Senior NE G 27 Step 1 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 2 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 3 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 4 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 5 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 7225 Electrical Inspector NE G 25 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 7213 Electrical Inspector, Senior NE G 27 Step 1 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 2 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 3 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 4 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 5 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 7250 Permit Technician NE G 17 Step 1 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 2 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 3 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 4 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Page 5 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 Step 5 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 7220 Assistant Planner NE G 22 Step 1 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 2 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 3 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 4 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 5 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 7235 Plumbing and Mechanical Inspector NE G 25 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 7217 Plumbing and Mechanical Inspector, Senior NE G 27 Step 1 Step 2 Step 3 Step 4 Step 5 7140 Assistant Engineer NE G 25 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 7135 Associate Engineer NE G 29 Step 1 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 2 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 3 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 4 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 5 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 7145 Engineering Aide NE G 21 Step 1 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 2 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 3 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 4 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 5 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 7120 Project Engineer NE G 31 Step 1 Step 2 Step 3 Step 4 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Page 6 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 Step 5 7125 Stormwater and Special Projects Analyst Step 1 Step 2 Step 3 Step 4 Step 5 NE G 28 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 7720 Facilities Maintenance Worker NE G 18 Step 1 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 2 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 3 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 4 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 5 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 7735 Facilities Maintenance Worker, Lead NE G 23 Step 1 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 2 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 3 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 4 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 5 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 7730 Facilities Maintenance Worker, Senior NE G 20 Step 1 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 2 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 3 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 4 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 5 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 7530 Mechanic NE G 19 Step 1 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 2 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 3 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 4 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 5 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 7520 Mechanic, Lead NE G 25 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 7525 Mechanic, Senior NE G 21 Step 1 Step 2 Step 3 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Page 7 of 9 Step 4 Step 5 7430 Street Maintenance Worker City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 NE G 15 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 1 $ 47,836 $ 3,986 $ 22.9983 $ 1,839.86 Step 2 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 3 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 4 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 5 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 7427 Street Maintenance Worker, Lead NE G 23 Step 1 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 2 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 3 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 4 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 5 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 7425 Street Maintenance Worker, Senior NE G 19 Step 1 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 2 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 3 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 4 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 5 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 7630 Warehouse Worker NE G 16 Step 1 $ 50,228 $ 4,186 $ 24.1482 $ 1,931.86 Step 2 $ 52,740 $ 4,395 $ 25.3556 $ 2,028.45 Step 3 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 4 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 5 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 7620 Warehouse Worker, Lead NE G 21 Step 1 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 2 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 Step 3 $ 70,676 $ 5,890 $ 33.9790 $ 2,718.32 Step 4 $ 74,210 $ 6,184 $ 35.6779 $ 2,854.23 Step 5 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 7625 Warehouse Worker, Senior NE G 18 Step 1 $ 55,377 $ 4,615 $ 26.6234 $ 2,129.87 Step 2 $ 58,146 $ 4,845 $ 27.9546 $ 2,236.37 Step 3 $ 61,053 $ 5,088 $ 29.3523 $ 2,348.18 Step 4 $ 64,105 $ 5,342 $ 30.8199 $ 2,465.59 Step 5 $ 67,311 $ 5,609 $ 32.3609 $ 2,588.88 7130 Public Works Project Coordinator NE G 30 Step 1 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Page 8 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 Step 2 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 3 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 4 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 5 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 {a} -The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 9 of 9 1530 Administrative Assistant City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 NE G 13 Step 1 $ 44,691 $ 3,724 $ 21.4859 $ 1,718.88 Step 2 $ 46,925 $ 3,910 $ 22.5602 $ 1,804.82 Step 3 $ 49,272 $ 4,106 $ 23.6882 $ 1,895.06 Step 4 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 5 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 1520 Administrative Assistant, Senior NE G 17 Step 1 Step 2 Step 3 Step 4 Step 5 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 1250 Account Clerk NE G 14 Step 1 $ 46,925 $ 3,910 $ 22.5602 $ 1,804.82 Step 2 $ 49,272 $ 4,106 $ 23.6882 $ 1,895.06 Step 3 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 4 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 5 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 1247 Account Clerk, Senior NE G 18 Step 1 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 2 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 3 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 4 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 5 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 1234 Assistant Buyer NE G 20 Step 1 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 2 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 3 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 4 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 5 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 1249 Business License Clerk NE G 16 Step 1 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 2 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 3 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 4 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 5 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 1237 Buyer NE G 23 Step 1 Step 2 Step 3 Step 4 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Page 1 of 9 Step 5 1255 Risk Management Assistant Step 1 Step 2 Step 3 Step 4 Step 5 5050 Fire Code Inspector City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 NE G 17 NE G 25 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 1 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 2 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 3 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 4 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 5049 Fire Code Inspector, Senior NE G 27 Step 1 Step 2 Step 3 Step 4 Step 5 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 2040 Environmental Health Technician NE G 17 Step 1 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 2 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 3 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 4 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 5 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 2035 Environmental Health Specialist NE G 24 Step 1 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 2 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 3 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 4 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 5 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 POLICE DEPARTMENT 4125 Civilian Court Officer NE G 17 Step 1 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 2 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 3 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 4 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 5 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 4123 Police Community Services Officer NE G 16 Step 1 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 2 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Page 2 of 9 Step 3 Step 4 Step 5 4130 Police Dispatcher City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 NE G 20 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 1 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 2 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 3 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 4 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 5 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 4115 Police Dispatcher, Lead NE G 23 Step 1 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 2 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 3 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 4 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 5 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 4135 Police Records Technician NE G 14 Step 1 $ 46,925 $ 3,910 $ 22.5602 $ 1,804.82 Step 2 $ 49,272 $ 4,106 $ 23.6882 $ 1,895.06 Step 3 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 4 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 5 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 4120 Police Records Technician, Lead NE G 17 Step 1 Step 2 Step 3 Step 4 Step 5 8615 Utilities Compliance Analyst NE G 30 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 5 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 8530 Utilities Customer Service Representative NE G 18 Step 1 Step 2 Step 3 Step 4 Step 5 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Page 3 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 8140 Computer Aided Drafting Technician NE G 20 Step 1 Step 2 Step 3 Step 4 Step 5 tesource Planning and Schedul NE G 26 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 01 •. 7137 Assistant Civil Engineer - Public Utilities NE G 26 Step 1 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 2 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 3 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 4 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 5 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 7145 Engineering Aide NE G 21 Step 1 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 2 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 3 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 4 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 5 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 7935 Meter Reader NE G 18 Step 1 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 2 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 3 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 4 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 5 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 7940 Meter Reader, Lead NE G 20 Step 1 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 2 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 3 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 4 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 5 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 7930 Water Maintenance Worker NE G 18 Step 1 Step 2 Step 3 Step 4 Step 5 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Page 4 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 7925 Water Maintenance Worker, Senior NE G 22 Step 1 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 2 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 3 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 4 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 5 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 7920 Water Project Coordinator E G 30 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 PUBLIC Step 5 WORKS DEPARTMENT $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 7227 Building Inspector NE G 25 Step 1 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 2 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 3 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 4 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 7215 Building Inspector, Senior NE G 27 Step 1 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 2 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 3 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 4 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 5 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 7225 Electrical Inspector NE G 25 Step 1 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 2 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 3 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 4 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 7213 Electrical Inspector, Senior NE G 27 Step 1 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 2 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 3 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 4 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 5 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 7250 Permit Technician NE G 17 Step 1 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 2 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 3 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 4 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Page 5 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 5 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 7220 Assistant Planner NE G 22 Step 1 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 2 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 3 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 4 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 5 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 7235 Plumbing and Mechanical Inspector NE G 25 Step 1 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 2 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 3 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 4 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 7217 Plumbing and Mechanical Inspector, Senior NE G 27 Step 1 Step 2 Step 3 Step 4 Step 5 7140 Assistant Engineer NE G 25 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 1 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 2 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 3 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 4 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 7135 Associate Engineer NE G 29 Step 1 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 Step 2 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Step 3 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 4 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 5 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 7145 Engineering Aide NE G 21 Step 1 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 2 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 3 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 4 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 5 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 7120 Project Engineer NE G 31 Step 1 Step 2 Step 3 Step 4 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 Page 6 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 5 7125 Stormwater and Special Projects Analyst Step 1 Step 2 Step 3 Step 4 Step 5 NE G 28 $ 130,732 $ 10,894 $ 62.8521 $ 5,028.17 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 7720 Facilities Maintenance Worker NE G 18 Step 1 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 2 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 3 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 4 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 5 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 7735 Facilities Maintenance Worker, Lead NE G 23 Step 1 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 2 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 3 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 4 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 5 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 7730 Facilities Maintenance Worker, Senior NE G 20 Step 1 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 2 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 3 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 4 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 5 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 7530 Mechanic NE G 19 Step 1 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 2 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 3 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 4 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 5 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 7520 Mechanic, Lead NE G 25 Step 1 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 2 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 3 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 Step 4 $ 92,909 $ 7,742 $ 44.6678 $ 3,573.42 Step 5 $ 97,554 $ 8,130 $ 46.9012 $ 3,752.10 7525 Mechanic, Senior NE G 21 Step 1 Step 2 Step 3 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Page 7 of 9 Step 4 Step 5 7430 Street Maintenance Worker City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 NE G 15 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 1 $ 49,272 $ 4,106 $ 23.6882 $ 1,895.06 Step 2 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 3 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 4 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 5 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 7427 Street Maintenance Worker, Lead NE G 23 Step 1 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 2 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 3 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 Step 4 $ 84,271 $ 7,023 $ 40.5150 $ 3,241.20 Step 5 $ 88,485 $ 7,374 $ 42.5408 $ 3,403.26 7425 Street Maintenance Worker, Senior NE G 19 Step 1 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 2 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 3 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 4 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 5 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 7630 Warehouse Worker NE G 16 Step 1 $ 51,735 $ 4,311 $ 24.8727 $ 1,989.81 Step 2 $ 54,322 $ 4,527 $ 26.1163 $ 2,089.30 Step 3 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 4 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 5 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 7620 Warehouse Worker, Lead NE G 21 Step 1 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 2 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 Step 3 $ 72,797 $ 6,066 $ 34.9983 $ 2,799.87 Step 4 $ 76,436 $ 6,370 $ 36.7483 $ 2,939.86 Step 5 $ 80,258 $ 6,688 $ 38.5857 $ 3,086.86 7625 Warehouse Worker, Senior NE G 18 Step 1 $ 57,038 $ 4,753 $ 27.4221 $ 2,193.77 Step 2 $ 59,890 $ 4,991 $ 28.7932 $ 2,303.46 Step 3 $ 62,884 $ 5,240 $ 30.2328 $ 2,418.63 Step 4 $ 66,029 $ 5,502 $ 31.7445 $ 2,539.56 Step 5 $ 69,330 $ 5,778 $ 33.3317 $ 2,666.54 7130 Public Works Project Coordinator NE G 30 Step 1 $ 102,432 $ 8,536 $ 49.2463 $ 3,939.70 Page 8 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 Step 2 $ 107,554 $ 8,963 $ 51.7086 $ 4,136.69 Step 3 $ 112,932 $ 9,411 $ 54.2940 $ 4,343.52 Step 4 $ 118,578 $ 9,882 $ 57.0087 $ 4,560.70 Step 5 $ 124,507 $ 10,376 $ 59.8592 $ 4,788.73 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 9 of 9 1530 Administrative Assistant City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 NE G 13 Step 1 $ 46,031 $ 3,836 $ 22.1305 $ 1,770.44 Step 2 $ 48,333 $ 4,028 $ 23.2370 $ 1,858.96 Step 3 $ 50,750 $ 4,229 $ 24.3989 $ 1,951.91 Step 4 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 5 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 1520 Administrative Assistant, Senior NE G 17 Step 1 Step 2 Step 3 Step 4 Step 5 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 1250 Account Clerk NE G 14 Step 1 $ 48,333 $ 4,028 $ 23.2370 $ 1,858.96 Step 2 $ 50,750 $ 4,229 $ 24.3989 $ 1,951.91 Step 3 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 4 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 5 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 1247 Account Clerk, Senior NE G 18 Step 1 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 2 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 3 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 4 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 5 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 1234 Assistant Buyer NE G 20 Step 1 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 2 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 3 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 5 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 1249 Business License Clerk NE G 16 Step 1 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 2 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 3 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 4 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 5 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 1237 Buyer NE G 23 Step 1 Step 2 Step 3 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Page 1 of 9 Step 5 1255 Risk Management Assistant Step 1 Step 2 Step 3 Step 4 Step 5 5050 Fire Code Inspector City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 NE G 17 NE G 25 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 1 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 2 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 3 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 4 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 5 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 5049 Fire Code Inspector, Senior NE G 27 Step 1 Step 2 Step 3 Step 4 Step 5 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 2040 Environmental Health Technician NE G 17 Step 1 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 2 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 3 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 4 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 5 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 2035 Environmental Health Specialist NE G 24 Step 1 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 2 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 3 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 4 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 5 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 POLICE DEPARTMENT 4125 Civilian Court Officer NE G 17 Step 1 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 2 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 3 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 4 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 5 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 4123 Police Community Services Officer NE G 16 Step 1 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 2 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Page 2 of 9 Step 3 Step 4 Step 5 4130 Police Dispatcher City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 NE G 20 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 1 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 2 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 3 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 5 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 4115 Police Dispatcher, Lead NE G 23 Step 1 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 2 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 3 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 4 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 5 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 4135 Police Records Technician NE G 14 Step 1 $ 48,333 $ 4,028 $ 23.2370 $ 1,858.96 Step 2 $ 50,750 $ 4,229 $ 24.3989 $ 1,951.91 Step 3 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 4 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 5 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 4120 Police Records Technician, Lead NE G 17 Step 1 Step 2 Step 3 Step 4 Step 5 8615 Utilities Compliance Analyst NE G 30 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 1 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 2 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 3 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 4 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 5 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 8530 Utilities Customer Service Representative NE G 18 Step 1 Step 2 Step 3 Step 4 Step 5 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Page 3 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 8140 Computer Aided Drafting Technician NE G 20 Step 1 Step 2 Step 3 Step 4 Step 5 tesource Planning and Schedul PMr NE G 26 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 01 •. 7137 Assistant Civil Engineer - Public Utilities NE G 26 Step 1 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 2 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 3 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 4 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 5 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 7145 Engineering Aide NE G 21 Step 1 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 2 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 3 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 4 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 5 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 7935 Meter Reader NE G 18 Step 1 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 2 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 3 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 4 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 5 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 7940 Meter Reader, Lead NE G 20 Step 1 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 2 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 3 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 5 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 7930 Water Maintenance Worker NE G 18 Step 1 Step 2 Step 3 Step 4 Step 5 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Page 4 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 7925 Water Maintenance Worker, Senior NE G 22 Step 1 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 2 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 3 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 4 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 5 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 7920 Water Project Coordinator E G 30 Step 1 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 2 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 3 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 4 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 PUBLIC Step 5 WORKS DEPARTMENT $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 7227 Building Inspector NE G 25 Step 1 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 2 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 3 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 4 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 5 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 7215 Building Inspector, Senior NE G 27 Step 1 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 2 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 3 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 4 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 5 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 7225 Electrical Inspector NE G 25 Step 1 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 2 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 3 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 4 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 5 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 7213 Electrical Inspector, Senior NE G 27 Step 1 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 2 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 3 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 4 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 5 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 7250 Permit Technician NE G 17 Step 1 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 2 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 3 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 4 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Page 5 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 Step 5 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 7220 Assistant Planner NE G 22 Step 1 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 2 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 3 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 4 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 5 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 7235 Plumbing and Mechanical Inspector NE G 25 Step 1 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 2 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 3 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 4 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 5 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 7217 Plumbing and Mechanical Inspector, Senior NE G 27 Step 1 Step 2 Step 3 Step 4 Step 5 7140 Assistant Engineer NE G 25 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 1 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 2 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 3 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 4 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 5 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 7135 Associate Engineer NE G 29 Step 1 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 Step 2 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Step 3 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 4 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 5 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 7145 Engineering Aide NE G 21 Step 1 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 2 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 3 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 4 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 5 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 7120 Project Engineer NE G 31 Step 1 Step 2 Step 3 Step 4 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 Page 6 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 Step 5 7125 Stormwater and Special Projects Analyst Step 1 Step 2 Step 3 Step 4 Step 5 NE G 28 $ 134,654 $ 11,221 $ 64.7375 $ 5,179.00 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 7720 Facilities Maintenance Worker NE G 18 Step 1 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 2 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 3 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 4 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 5 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 7735 Facilities Maintenance Worker, Lead NE G 23 Step 1 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 2 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 3 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 4 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 5 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 7730 Facilities Maintenance Worker, Senior NE G 20 Step 1 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 2 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 3 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 4 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 5 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 7530 Mechanic NE G 19 Step 1 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 2 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 3 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 4 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 5 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 7520 Mechanic, Lead NE G 25 Step 1 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 2 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 3 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 Step 4 $ 95,696 $ 7,975 $ 46.0078 $ 3,680.62 Step 5 $ 100,481 $ 8,373 $ 48.3081 $ 3,864.65 7525 Mechanic, Senior NE G 21 Step 1 Step 2 Step 3 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Page 7 of 9 Step 4 Step 5 7430 Street Maintenance Worker City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 NE G 15 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 1 $ 50,750 $ 4,229 $ 24.3989 $ 1,951.91 Step 2 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 3 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 4 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 5 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 7427 Street Maintenance Worker, Lead NE G 23 Step 1 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 2 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 3 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 Step 4 $ 86,799 $ 7,233 $ 41.7304 $ 3,338.43 Step 5 $ 91,139 $ 7,595 $ 43.8169 $ 3,505.35 7425 Street Maintenance Worker, Senior NE G 19 Step 1 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 2 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 3 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 4 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 5 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 7630 Warehouse Worker NE G 16 Step 1 $ 53,287 $ 4,441 $ 25.6188 $ 2,049.51 Step 2 $ 55,952 $ 4,663 $ 26.8998 $ 2,151.98 Step 3 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 4 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 5 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 7620 Warehouse Worker, Lead NE G 21 Step 1 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 2 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 Step 3 $ 74,980 $ 6,248 $ 36.0483 $ 2,883.86 Step 4 $ 78,729 $ 6,561 $ 37.8507 $ 3,028.06 Step 5 $ 82,666 $ 6,889 $ 39.7433 $ 3,179.46 7625 Warehouse Worker, Senior NE G 18 Step 1 $ 58,749 $ 4,896 $ 28.2448 $ 2,259.58 Step 2 $ 61,687 $ 5,141 $ 29.6570 $ 2,372.56 Step 3 $ 64,771 $ 5,398 $ 31.1399 $ 2,491.19 Step 4 $ 68,010 $ 5,667 $ 32.6969 $ 2,615.75 Step 5 $ 71,410 $ 5,951 $ 34.3317 $ 2,746.54 7130 Public Works Project Coordinator NE G 30 Step 1 $ 105,505 $ 8,792 $ 50.7235 $ 4,057.88 Page 8 of 9 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 Step 2 $ 110,780 $ 9,232 $ 53.2597 $ 4,260.78 Step 3 $ 116,319 $ 9,693 $ 55.9227 $ 4,473.81 Step 4 $ 122,135 $ 10,178 $ 58.7188 $ 4,697.50 Step 5 $ 128,242 $ 10,687 $ 61.6547 $ 4,932.38 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 9 of 9 EXHIBIT D City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 4015 Police Captain E PM 40 Step 1 $ 158,847 $ 13,237 $ 76.3689 $ 6,109.51 Step 2 $ 166,790 $ 13,899 $ 80.1873 $ 6,414.99 Step 3 $ 175,129 $ 14,594 $ 84.1967 $ 6,735.74 Step 4 $ 183,886 $ 15,324 $ 88.4066 $ 7,072.53 Step 5 $ 193,080 $ 16,090 $ 92.8269 $ 7,426.15 4020 Police Lieutenant NE PM 37 Step 1 $ 137,218 $ 11,435 $ 65.9703 $ 5,277.63 Step 2 $ 144,079 $ 12,007 $ 69.2688 $ 5,541.51 Step 3 $ 151,283 $ 12,607 $ 72.7323 $ 5,818.58 Step 4 $ 158,847 $ 13,237 $ 76.3689 $ 6,109.51 Step 5 $ 166,790 $ 13,899 $ 80.1873 $ 6,414.99 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 1 of 1 City of Vernon Classification and Compensation Plan Fiscal Year: 2020-2021 Effective July 5, 2020 4015 Police Captain E PM 40 Step 1 $ 160,435 $ 13,370 $ 77.1320 $ 6,170.56 Step 2 $ 168,456 $ 14,038 $ 80.9886 $ 6,479.09 Step 3 $ 176,879 $ 14,740 $ 85.0381 $ 6,803.04 Step 4 $ 185,723 $ 15,477 $ 89.2900 $ 7,143.20 Step 5 $ 195,009 $ 16,251 $ 93.7545 $ 7,500.36 4020 Police Lieutenant NE PM 37 Step 1 $ 138,589 $ 11,549 $ 66.6295 $ 5,330.36 Step 2 $ 145,519 $ 12,127 $ 69.9610 $ 5,596.88 Step 3 $ 152,795 $ 12,733 $ 73.4590 $ 5,876.72 Step 4 $ 160,435 $ 13,370 $ 77.1320 $ 6,170.56 Step 5 $ 168,456 $ 14,038 $ 80.9886 $ 6,479.09 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 1 of 1 City of Vernon Classification and Compensation Plan Fiscal Year: 2021-2022 Effective July 4, 2021 4015 Police Captain E PM 40 Step 1 $ 162,038 $ 13,503 $ 77.9028 $ 6,232.23 Step 2 $ 170,140 $ 14,178 $ 81.7980 $ 6,543.84 Step 3 $ 178,647 $ 14,887 $ 85.8879 $ 6,871.03 Step 4 $ 187,579 $ 15,632 $ 90.1823 $ 7,214.58 Step 5 $ 196,958 $ 16,413 $ 94.6914 $ 7,575.31 4020 Police Lieutenant NE PM 37 Step 1 $ 139,974 $ 11,665 $ 67.2954 $ 5,383.63 Step 2 $ 146,973 $ 12,248 $ 70.6602 $ 5,652.81 Step 3 $ 154,322 $ 12,860 $ 74.1932 $ 5,935.45 Step 4 $ 162,038 $ 13,503 $ 77.9028 $ 6,232.23 Step 5 $ 170,140 $ 14,178 $ 81.7980 $ 6,543.84 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 1 of 1 EXHIBIT E City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective July 7, 2019 4030 Police Officer NE PO 26 Step 1 $ 80,229 $ 6,686 $ 38.5715 $ 3,085.72 Step 2 $ 84,240 $ 7,020 $ 40.5001 $ 3,240.00 Step 3 $ 88,452 $ 7,371 $ 42.5251 $ 3,402.00 Step 4 $ 92,875 $ 7,740 $ 44.6513 $ 3,572.10 Step 5 $ 97,518 $ 8,127 $ 46.8839 $ 3,750.71 4025 Police Sergeant NE PO 31 Step 1 $ 102,394 $ 8,533 $ 49.2281 $ 3,938.25 Step 2 $ 107,514 $ 8,960 $ 51.6895 $ 4,135.16 Step 3 $ 112,890 $ 9,407 $ 54.2740 $ 4,341.92 Step 4 $ 118,534 $ 9,878 $ 56.9877 $ 4,559.01 Step 5 $ 124,461 $ 10,372 $ 59.8370 $ 4,786.96 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. Page 1 of 1 EXHIBIT F 5015 Assistant Fire Chief Step 1 Step 2 Step 3 Step 4 Step 5 5025 Fire Battalion Chief (P) Step 1 Step 2 Step 3 Step 4 Step 5 5025 Fire Battalion Chief Step 1 Step 2 Step 3 Step 4 Step 5 City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective May 10, 2020 E FM 42 NE FM 38 NE FMA 38 5020 Fire Marshal NE FM 38 Step 1 Step 2 Step 3 Step 4 Step 5 (a) -The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 $ 187,525 $ 15,627 $ 90.1563 $ 7,212.50 $ 196,901 $ 16,408 $ 94.6641 $ 7,573.13 $ 206,746 $ 17,229 $ 99.3973 $ 7,951.78 $ 217,084 $ 18,090 $ 104.3671 $ 8,349.37 $ 146,931 $ 12,244 $ 50.4570 $ 5,651.19 $ 154,277 $ 12,856 $ 52.9799 $ 5,933.75 $ 161,991 $ 13,499 $ 55.6289 $ 6,230.43 $ 170,091 $ 14,174 $ 58.4103 $ 6,541.95 $ 178,595 $ 14,883 $ 61.3308 $ 6,869.05 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 $ 146,931 $ 12,244 $ 70.6398 $ 5,651.19 $ 154,277 $ 12,856 $ 74.1718 $ 5,933.75 $ 161,991 $ 13,499 $ 77.8804 $ 6,230.43 $ 170,091 $ 14,174 $ 81.7744 $ 6,541.95 $ 178,595 $ 14,883 $ 85.8631 $ 6,869.05 Page 1 of 1 EXHIBIT G City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective May 10, 2020 5030 Fire Captain (P) NE F 31 Step 1 $ 104,421 $ 8,702 $ 35.8589 $ 4,016.20 Step 2 $ 109,642 $ 9,137 $ 37.6519 $ 4,217.01 Step 3 $ 115,124 $ 9,594 $ 39.5344 $ 4,427.86 Step 4 $ 120,880 $ 10,073 $ 41.5111 $ 4,649.25 Step 5 $ 126,924 $ 10,577 $ 43.5867 $ 4,881.71 5030 Fire Captain (A) NE FA 31 Step 1 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 2 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 Step 3 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Step 4 $ 120,880 $ 10,073 $ 58.1156 $ 4,649.25 Step 5 $ 126,924 $ 10,577 $ 61.0214 $ 4,881.71 5040 Fire Engineer (P) NE F 28 Step 1 $ 90,203 $ 7,517 $ 30.9762 $ 3,469.34 Step 2 $ 94,713 $ 7,893 $ 32.5251 $ 3,642.81 Step 3 $ 99,449 $ 8,287 $ 34.1513 $ 3,824.95 Step 4 $ 104,421 $ 8,702 $ 35.8589 $ 4,016.20 Step 5 $ 109,642 $ 9,137 $ 37.6519 $ 4,217.01 5040 Fire Engineer (A) NE FA 28 Step 1 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 2 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 3 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 4 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 5 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 5060 Firefighter (P) NE F 25 Step 1 Step 2 Step 3 Step 4 Step 5 $ 77,921 $ 6,493 $ 26.7584 $ 2,996.94 $ 81,817 $ 6,818 $ 28.0964 $ 3,146.79 $ 85,907 $ 7,159 $ 29.5012 $ 3,304.13 $ 90,203 $ 7,517 $ 30.9762 $ 3,469.34 $ 94,713 $ 7,893 $ 32.5251 $ 3,642.81 5060 Firefighter (A) NE FA 25 Step 1 $ 77,921 $ 6,493 $ 37.4618 $ 2,996.94 Step 2 $ 81,817 $ 6,818 $ 39.3349 $ 3,146.79 Step 3 $ 85,907 $ 7,159 $ 41.3016 $ 3,304.13 Step 4 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 5 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 5045 Firefighter/Paramedic (P) NE F 28 Step 1 $ 90,203 $ 7,517 $ 30.9762 $ 3,469.34 Step 2 $ 94,713 $ 7,893 $ 32.5251 $ 3,642.81 Step 3 $ 99,449 $ 8,287 $ 34.1513 $ 3,824.95 Step 4 $ 104,421 $ 8,702 $ 35.8589 $ 4,016.20 Step 5 $ 109,642 $ 9,137 $ 37.6519 $ 4,217.01 Page 1 of 2 5045 Firefighter/Paramedic (A) City of Vernon Classification and Compensation Plan Fiscal Year: 2019-2020 Effective May 10, 2020 NE FA 28 Step 1 $ 90,203 $ 7,517 $ 43.3667 $ 3,469.34 Step 2 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 Step 3 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 Step 4 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 Step 5 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 5035 Firefighter/Paramedic Coordinator (P) NE F 29 Step 1 Step 2 Step 3 Step 4 Step 5 5035 Firefighter/Paramedic Coordinator (A) NE FA 29 Step 1 Step 2 Step 3 Step 4 Step 5 {a} - The annual and monthly salaries are reported as whole dollar without the cents ONLY for reporting purposes. $ 94,713 $ 7,893 $ 32.5251 $ 3,642.81 $ 99,449 $ 8,287 $ 34.1513 $ 3,824.95 $ 104,421 $ 8,702 $ 35.8589 $ 4,016.20 $ 109,642 $ 9,137 $ 37.6519 $ 4,217.01 $ 115,124 $ 9,594 $ 39.5344 $ 4,427.86 $ 94,713 $ 7,893 $ 45.5351 $ 3,642.81 $ 99,449 $ 8,287 $ 47.8119 $ 3,824.95 $ 104,421 $ 8,702 $ 50.2025 $ 4,016.20 $ 109,642 $ 9,137 $ 52.7126 $ 4,217.01 $ 115,124 $ 9,594 $ 55.3482 $ 4,427.86 Page 2 of 2