2001-056RESOLUTION NO. 2001R- 56
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANAHEIM
AMENDING RESOLUTION NO. 92R-17 ADOPTING PERSONNEL RULES
APPLICABLE TO EMPLOYEES IN MANAGEMENT, CONFIDENTIAL AND
NON-REPRESENTED PART-TIME CLASSIFICATIONS
WHEREAS, the Human Resources Director has recommended in a staff report dated
March 6, 2001, that Resolution No. 92R-17 be amended in the manner hereinafter set forth,
effective the beginning of the pay period following adoption by City Council; and
WHEREAS, the City Council of the City of Anaheim does find that amending Resolution
No. 92R-17 is in the best interest of the City of Anaheim; and
WHEREAS, as a result thereof, the need exists to amend Resolution No. 92R-17, which
adopted Personnel Rules for Management, Confidential and Part-Time Non-Represented
classifications.
NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Anaheim as
follows:
1. That, Sections 10.0, 10.02 of Personnel Rule 10, Salary Reduction, Suspension,
Demotion and Dismissal, be amended to read as follows:
"Rule 10. Salary Reduction, Suspension, Demotion and Dismissal
Section 10.0 The tenure of every full-time confidential, management and non-
represented part-time employee shall be conditioned on good behavior and
satisfactory work performance. Any employee may be suspended, reduced in
salary, demoted or dismissed for good and sufficient cause.
10.02 When, in the judgment of the appropriate Executive Manager an
employee in a confidential or management classification designated as "Exempt",
whose work performance or conduct justifies disciplinary action short of demotion
or dismissal, the employee may be suspended without pay or reduced in salary
for a full work period or more (in full work period increments). In cases of
violation of safety rules of major significance, and "Exempt" employee may be
suspended without pay or reduced in salary as determined appropriate by the
Executive Manager. Upon taking such action, the Executive Manager shall file
with the employee and the Human Resources Director a written notification
containing a statement of the substantial reasons for the action."
2. That, Section 11.014 of Personnel Rule 11, Layoff and Re-Employment, be
amended to read as follows:
"11.014 Employees in bargaining unit or confidential job classifications
who are reassigned to a management job classification where the salary range
market point is equal to or less than the "E" step of the bargaining unit or
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confidential job classification shall retain their current rate of pay provided it falls
between the salary range minimum and market points of the management
classification. Otherwise, the rate of pay will be adjusted to the market point of
the salary range. The base hourly rate will be used in calculating the appropriate
rate of pay."
3. That, Section 16.01 be amended and Sections 16.01.01, 16.06 16.51.01 and
16.56 be added to Personnel Rule 16 -Vacation, to read as follows:
"16.01 Employees hired prior to adoption of this Rule change, for the first four years of
continuous, full-time service shall accrue paid vacation at the rate of four (4) hours for
each complete biweekly pay period plus two (2) hours of paid vacation at the close of the
final complete biweekly pay period of each fiscal year (106 hours per year).
16.01.01 Employees hired on or after adoption of this rule change, for the first
four years of continuous, full-time service shall accrue paid vacation at
the rate of three (3) hours for each complete biweekly pay period plus
two (2) hours of paid vacation at the close of the final complete biweekly
pay period of each fiscal year (80 hours per year).
16.06
Upon completion of twenty-four (24) years of continuous, full-time service,
employees shall accrue paid vacation at the rate of nine (9) hours for each
complete biweekly pay period (234 hours per year).
16.51.01
For employees accruing vacation at the rate of eighty (80) hours for
every twenty-six (26) complete biweekly pay periods, the maximum
amount of vacation that may be accumulated shall be one hundred and
sixty (160) hours.
16.56
For employees accruing vacation at the rate of two hundred thirty-four (234)
hours every twenty-six (26) complete biweekly pay periods, the maximum
amount of vacation that may be accumulated shall be four hundred sixty-eight
(468) hours."
Section 16.8 Any employee in a classification designated as Confidential shall be
compensated for accrued vacation in either two separate increments of up to forty (40) hours
each or one increment of up to eighty (80) hours subject to the following provisions:
16.81 A minimum of forty (40) hours of vacation must have been used during the
previous twelve months.
16.82 The employee's request for the annual vacation payoff is subject to the approval
of the employee's department head.
16.83 The employee's balance cannot drop below forty (40) hours as a result of the
request.
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4. That, Sections 19.0 and 19.01 of Personnel Rule 19 - Bereavement Leave, be
amended to read as follows:
"19.0 In the event a death occurs in the immediate family of a full-time
confidential or management employee in the classified service, the employee
shall be granted bereavement leave with pay for up to a maximum of three (3)
consecutive work days. "Immediate family" shall be defined as any relative by
blood or marriage who is a member of the employee's household, under the
same roof, and any parent, foster parent, step-parent, spouse, child, grandchild,
brother, or sister of the employee, or any parent, foster parent, or step-parent of
the employee's spouse, regardless of residence.
19.01
In the event a death occurs among other family members of a full-
time confidential or management employee in the classified
service, the employee shall be granted bereavement leave with
pay for up to a maximum of one (1) work day. Other family
members shall be defined as grandparent, daughter-in-law, son-
in-law, not under the same roof of the employee, and any
grandparent, child, grandchild, brother, or sister of the employee's
spouse, regardless of residence."
5. That, Section 23.1 (Health Insurance), 23.4 (Dental Plans) and 23.6 (Pensions)
of Personnel Rule 23 - Insurance, Pensions, and Perquisites be amended as follows:
"23.1 Health Insurance
23.11 The City shall offer the Kaiser Foundation Health Plan, and other
prepaid and/or insured health plans recommended by the Joint Committee on
Medical Programs and approved by the City Council. Health Maintenance
Organization (HMO) benefit schedules shall require a $10 co-payment for
outpatient and physician services.
23.12 City and Employee Contributions
23.12.1
The City shall contribute towards the monthly cost of health
coverage to the various medical plans through 2002 as
follows:
, Approved HMO Plans
· All Other Health Plans
100% of the monthly rate
130% of the Kaiser monthly rate
23.12.10 Effective 2003, the City shall increase its
contribution to the premiums for the various health
plans each January. This contribution shall be based
on the Consumer Price Index, All Items Index- Urban
Wage Earners and Clerical Employees (CPI-W), for
the area identified as Los Angeles - Riverside -
Orange County. The increase in the City's
contribution shall be equal to the percent change for
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23.12.3
23.12.4
23.12.5
23.12.2
the year ending July of the prior calendar year plus
seventy-five percent (75%) of any amount above the
CPI-W. (For example, the City's increase in
contribution for calendar year 2003 shall equal the
percent change in the CPI-W for the year ending July
2002, plus 75% of the amount of the health premium
increase that exceeds the percent change in the CPI-
W for the year ending July 2002).
Employee Contributions
23.12.21
Employees shall be required to contribute an
amount equal to 100% of the excess amount over
what is allowed under Section 23.12.1 of this
RULE.
23.12.22
Employees who are covered by another health
plan, including the dependent spouse of married
City employee couples, may present proof of such
coverage in order to receive $100 per month in lieu
of City provided health benefits. In the event an
employee who has elected this option loses health
coverage for any reason, and notifies the City of
such loss within five (5) working days, he/she may
enroll immediately in any City plan. Employees
may re-elect this option annually during open
enrollment, or may enroll in a City plan. Effective
January 1, 2003, the payment shall be increased to
$125 per month.
For all medical plans, married City employee couples shall be
allowed only one medical plan and only one dental plan to cover
all family members, and married City employee couples covered
by a single enrollment shall pay no health insurance premium
while both spouses are employed by the City. Or, may
alternatively elect the "opt-out" payment provided in Section
23.12.22.
Proof of marriage will be required of all employees enrolled in any
City medical plan to enroll a dependent spouse.
The Master contract between the City and the plan administrator
shall govern in the event of any disputes over any matter within
the provisions of the contract.
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23.4
Dental
23.41
23.42
Plans
The City shall sponsor the Delta Dental Plan, the Safeguard
Dental Plan, and other prepaid and/or insured dental plans
recommended by the Joint Committee on Medical Programs and
approved by the City Council.
Employees who select a dental plan other than Safeguard will be
required to contribute an amount equal to 100% of the excess
amount over the Safeguard monthly rate.
23.61
23.62
23.63
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For Miscellaneous Plan Employees in the Public Employees
Retirement System assigned to the Confidential or Non -
Represented Part-Time Units, the City shall contribute 7% (seven
percent) of the employee contribution for retirement benefits in
accordance with the provisions of the contract between the City of
Anaheim and the Public Employees' Retirement System.
For Miscellaneous Plan Employees in the Public Employees
Retirement System assigned to Management job classifications,
the following shall apply:
· Effective June 23, 2000, 3.5% of the statutorily required
employee Public Employees Retirement System "PERS"
pension contributions shall be paid by the City of Anaheim as
employer paid member contributions in accordance with
Government Code Section 20691. The remaining percent of the
statutorily required employee PERS pension contributions shall
be paid by the City of Anaheim as employee paid member
contributions. For the purpose of Internal Revenue Code
Section 414(h)(2), these contributions shall be considered a
reduction in salary and shall be included in an employee's
wages for the purpose of PERS reportable compensation,
overtime calculations, and al other purposes with the exception
of state and federal income tax withholding.
· Effective June 22, 2001, the entire statutorily required employee
PERS pension contributions shall be paid by the City of
Anaheim as employer paid member contributions in accordance
with Government Code Section 20691.
For Safety Plan Employees in the Public Employees Retirement
System assigned to the Fire Safety Management Unit, the
statutorily required employee PERS pension contributions shall be
paid by the City of Anaheim as employee paid member
contributions. For the purpose of Internal Revenue Code Section
414(h)(2), these contributions shall be considered a reduction in
salary and shall be included in an employee's wages for the
purpose of PERS reportable compensation, overtime calculations,
and all other purposes with the exception of state and federal
income tax withholding and reporting, and the cash out of
accumulated leave balances.
23.64
For Safety Plan Employees in the Public Employees Retirement
System assigned to the Police Safety Management Unit, the
statutorily required employee PERS pension contributions shall be
paid by the City of Anaheim as employee paid member
contributions. For the purpose of Internal Revenue Code Section
414(h)(2), these contributions shall be considered a reduction in
salary and shall be included in an employee's wages for the
purpose of PERS reportable compensation, overtime calculations,
and all other purposes with the exception of state and federal
income tax withholding and reporting, and the cash out of
accumulated leave balances.
23.64.1
Effective July 6, 2001, the City's contract with the Public
Employees Retirement System, Police Safety Plan, shall
be amended to provide Government Code §21362.2
benefits ("3% @ 50").
23.64.2 The employee shall pay all employer PERS costs in
excess of nine percent (9%).
23.64.3
Any costs in excess of the Normal Cost of the PERS
benefit provided during fiscal year 2000/2001 (13.369%)
shall be shared equally between the City and the
employee.
23.65
Upon amendment of the City's contract with the Public Employees
Retirement Systems, Miscellaneous Plan employees shall be
eligible for 1) A Pre-Retirement Optional Settlement 2 Death
Benefit and 2) The current $500 Retiree Death Benefit will be
replaced with a $5,000 Retiree Death Benefit.
23.65.1
Effective July 4, 2003, the City's contract with the Public
Employees Retirement System Police Safety Plan shall
be amended to provide the Pre-Retirement Optional
Settlement 2 Death Benefit (Government Code §21548),
and replace the current five hundred dollar ($500)
Retiree Death Benefit with a five thousand dollar
($5,000) Retiree Death Benefit (Government Code
§21623.5).
6. That, Section 33.07 be added to Personnel Rule 33 - Post Retirement Medical
Benefits, to read as follows:
"33.07 Employees or City Council and Redevelopment Agency Members
hired/appointed on or after January 1, 2002, shall not be eligible for any post-
retirement medical benefits under this Personnel Rule 33."
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BE IT FURTHER RESOLVED that the effective date of this Resolution shall be the pay
period following adoption by City Council.
AND, BE IT FURTHER RESOLVED that, except as amended herein, Resolution No.
92R-17 shall remain in full force and effect.
6th
THE FOREGOING RESOLUTION is approved and adopted by the City Council this
__ day of March , 2001.
MAIC~Or~~O F~ M
ATTEST:
/~CITY CLERK OF THE CITY OF ANAHEIM
APPROVED AS TO FORM:
JACK L. WHITE, CITY ATTORNEY
/
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RULE 10. SA/JURY REDUCTION,SUSPENSION, DEMOTION AND DISMISSAL
Section 10.0 The tenure of every full-time confidential, management and
non-represented part-time employee shall be conditioned on good behavior and
satisfactory work performance. Any employee may be suspended, reduced in salary,
demoted or dismissed for good and sufficient cause.
10.01 When, in the judgment of the appropriate Executive Manager, a non-exempt
Confidential or non-represented part-time employee's work performance or conduct
justifies disciplinary action short of demotion or dismissal, the employee may
be suspended without pay or reduced in salary. Upon taking such action, the
Executive Manager shall file with the employee and the Human Resources Director
a written notification containing a statement of the substantial reasons for the
action. No employee shall be suspended for more than thirty (30) calendar days
at any one time.
10.02 When, in the judgment of the appropriate Executive Manager an employee in
a confidential or management classification designated as "Exempt" whose work
performance or conduct justifies disciplinary action short of demotion or
dismissal, the employee may be suspended without pay or reduced in salary for a
full work '~:cck period or more (in full work --~cck period increments). In cases
of violation of safety rules of major significance, an Exempt employee may be
suspended without pay or reduced in salary as determined appropriate by the
Executive Manager. Upon taking such action, the Executive Manager shall file
with the employee and the Human Resources Director a written notification
containing a statement of the substantial reasons for the action. ~c cmployee
..... ~ ......... mcrc (~) ........ ~ ........ ' ...... ~-~ ~ any onu
10.03 A confidential, management or non-represented part-time employee may be
demoted or dismissed upon recommendation of an Administrative Manager or other
appropriate supervisor whenever, in the judgment of the appropriate Executive
Manager, the employee's work or misconduct so warrants. Upon taking such
action, the Executive Manager shall file with the employee and the Human
Resources Director, a written notification containing a statement of the
substantial reasons for the action and the effective date of the action.
10.04 The demotion or dismissal of any Executive Manager shall require the
approval of the City Council before such action is taken by the City
Manager.
Doc: Rulel0F/vkilmur/Convert/Personnel
Revised 04/14/88 (Resolution 88R-166)
Revised 2/92
Revised 6/98
Revised 2/01
RULE 11. LAYOFF AND RE-EMPLOYMENT
Section 11.0 Layoff for lack of work or lack of funds shall be on the basis of an
evaluation of qualifications and seniority within the affected job class.
11.01 An employee whose position has been abolished due to lack of work or lack
of funds shall be reassigned by his department head to any position
within his division or department in an equivalent or lower job class for
which he meets the minimum requirements and has City seniority over other
employees in the job class. If the employee whose position has been
abolished does not have City seniority over other employees in equivalent
or lower classes, he may be reassigned by his department head to any
vacant position within the department in an equivalent or lower job
class, for which he meets the minimum requirements.
11.011
Employees in confidential job classes so reassigned shall be
placed in the salary step of the appropriate salary schedule
closest to their rate of pay. Employees so reassigned shall
be reinstated to their former job class and salary step
status when positions in their former job class (within
their division or department) become vacant. Such
reinstatement shall be on the basis of City seniority.
11.012
Employees in management job classes reassigned to another
management job class shall retain their current rate of pay
if it falls within the salary range of the classification
reassigned to. Otherwise, their rate of pay will be
adjusted to the control point of the salary range for the
new classification.
11.013
Employees in management job classes reassigned to a
bargaining unit classification will be placed in the closest
salary step of the new job class which does not provide an
increase. The base hourly rate will be used in calculating
the appropriate rate of pay.
11.014
Employees in bargaining unit or confidential job
classifications who are reassigned to a management job
classification where the salary range market point is equal
to or less than the "E" step of the bargaining unit or
confidential job classification shall retain their current
rate of pay provided it falls -~:itkin between the salary
range minimum and market points of the management
classification. Otherwise, the rate of pay will be adjusted
to the ccntrc! market point of the salary range. The base
hourly rate will be used in calculating the appropriate rate
of pay.
11.02 Whenever an employee whose position has been abolished cannot be
reassigned to a vacant position within his division or department, he may
be reassigned by the City Manager to any vacant position in any other
division or department in his job class or in an equivalent or lower job
class for which he meets the minimum qualifications for employment. The
appropriate rate of pay will be the same as outlined in Sections 11.011,
11.012, 11.013 and 11.014. Employees reassigned to vacant positions in
an equivalent or lower job class in any other division or department
shall be reinstated to their former job class and salary step status when
positions in their former job class (within their former division or
department) become vacant. Such reinstatement shall be on the basis of
City seniority.
Section 11.1 Whenever an employee whose position has been abolished is not reassigned
to any vacant position, he shall be placed on the re-employment list for his job
class. Persons on the re-employment list shall be re-employed with their former
salary step status when positions in their job class (within the division or
department from which they were laid off) become vacant. Re-employment shall be on
the basis of City seniority.
Rule 11 - Layoff and Re-Employment
Page 2
Section 11.2 Whenever an employee is reassigned to a vacant position in the same
class, an equivalent class, or lower class as herein provided, he shall retain the
same anniversary date for purposes of merit pay increases.
Section 11.3 Whenever an employee is reinstated to a vacant position in his former job
class, or re-employed as herein provided, he shall be given a new anniversary date for
purposes of merit pay increases in accordance with the provisions of RULE 4.
11.31 An employee reinstated from the re-employment list shall be considered to
have continuous service and may be credited with the amount of
accumulated sick leave he has accrued at the time of layoff if he elects
to remit to the City any payment received under the provisions of RULE
17, SICK LEAVE.
Section 11.4 The provisions of this RULE shall apply only to regular, full-time
confidential and management employees in the classified service. Employees appointed
to certain grant funded positions as designated by the City Manager under Section 7.7
shall be excluded from the provisions of this RULE.
Doc: RulellF/vkilmur/convert/personnel
Revised 04/14/88 (Resolution No. 88R-166)
Revised 2/92
Revised 6/95
??
RULE 16. VACATION
Section 16.0 Full-time confidential and management employees in the classified service
with an average work week of forty (40) hours shall receive annual vacation with pay
in accordance with the following provisions:
16.01 Employees hired prior to adoption of this Rule chanqe, for the first four
years of continuous, full-time service suck cmplcycc~ shall accrue paid
vacation at the rate of four (4) hours for each complete biweekly pay
period plus two (2) hours for paid vacation at the close of the final
complete biweekly pay period of each fiscal year (106 hours or 13.25
working days per year).
16.01.01 Employees hired on or after adoption of this rule change, for
the first four years of continuous, full-time service shall accrue paid
vacation at the rate of three (3) hours for each complete biweekly pay
period plus two (2) hours of paid vacation at the close of the final
complete biweekly pay period of each fiscal year (80 hours per year).
16.02 Upon completion of four years of continuous, full-time service, such
employees shall accrue paid vacation at the rate of five (5) hours for
each complete biweekly pay period (130 hours per year).
16.03 Upon completion of eight years of continuous, full-time service, such
employees shall accrue paid vacation at the rate of six (6) hours for
each complete biweekly pay period (156 hours per year).
16~04 Upon completion of fourteen years of continuous, full-time service such
employees shall accrue paid vacation at the rate of seven (7) hours for
each complete biweekly pay period (182 hours per year).
16.05 Upon completion of nineteen years of continuous, full-time service, such
employees shall accrue paid vacation at the rate of eight (8) hours for
each complete biweekly pay period (208 hours per year).
16.06 Upon completion of twenty-four (24) years of continuous, full-time
service, employees shall accrue paid vacation at the rate of nine (9)
hours for each complete biweekly pay period (234 hours per year).
Section 16.1 Employees working in part-time classifications listed below who work
eight-hundred (800) or more hours in any calendar year shall be paid three percent
(3%) of his/her gross earnings as vacation benefits. The calendar year shall be
defined as the period for which wages earned are reported for tax purposes.
Alteration Worker
Assistant Box Office Treasurer
Box Office Treasurer
Convention Center Concessionaire
Convention Center Relief Events Supervisor
Crowd Control Supervisor
Head Parking Lot Attendant
Head Parking Lot Cashier
Head Usher
p/T Guest Services Specialist II
P/T Telephone Operator/Receptionist-Convention Center ONLY
P/T Security Guard-Convention Center ONLY
Section 16.2 Paid vacations shall continue to accrue in accordance with the above
provisions during any period of leave with pay, except that Public Safety employees
who remain on Industrial Accident Leave in accordance with Personnel Rule 18
INDUSTRI~%L ACCIDENT LEAVE after exhausting State mandated 4850 benefits shall
accumulate no vacation. All vacations shall be scheduled and taken in accordance with
the best interests of the City of Anaheim and the department or division in which the
employee is employed. The maximum amount of vacation that may be taken at any given
time shall be that amount that has accrued to the employee concerned. The minimum
amount of vacation that may be taken at any given time shall be one-half (1/2) hour.
Rule 16. Vacation
Page 2
Section 16.3 An employee shall be eligible to take any accrued vacation upon
completion of thirteen (13) complete biweekly pay periods of service.
Section 16.4 Each employee shall have one-half (1/2) hour deducted from his accrued
vacation time for each one-half (1/2) hour of vacation taken. An employee with a
regular work day of eight (8) hours shall have eight (8) hours deducted from his
accrued vacation time for each day of vacation taken.
Section 16.5 Maximum vacation accumulations for confidential and management employees
with an average regular work week of forty (40) hours shall be as follows:
16.51 For employees accruing vacation at the rate of one hundred six (106)
hours for every twenty-six (26) complete biweekly pay periods, the
maximum amount of vacation that may be accumulated shall be two hundred
twelve (212) hours.
16.51.01
For employees accruing vacation at the rate of eiqhty (80)
hours for every twenty-six (26) complete biweekly pay periods,
the maximum amount of vacation that may be accumulated shall
be one hundred and sixty (160) hours.
16.52 For employees accruing vacation at the rate of one hundred thirty (130)
hours for every twenty-six (26) complete biweekly pay periods, the
maximum amount of vacation that may be accumulated shall be two hundred
sixty (260) hours.
16.53 For employees accruing vacation at the rate of one hundred fifty-six
(156) hours for every twenty-six (26) complete biweekly pay periods, the
maximum amount of vacation that may be accumulated shall be three hundred
twelve (312) hours.
16.54 For employees accruing vacation at the rate of one hundred eighty-two
(182) hours for every twenty-six (26) complete biweekly pay periods, the
maximum amount of vacation that may be accumulated shall be three hundred
sixty-four (364) hours.
16.55 For employees accruing vacation at the rate of two hundred eight (208)
hours for every twenty-six (26) complete biweekly pay periods, the
maximum amount of vacation that may be accumulated shall be four hundred
sixteen (416) hours.
16.56 For employees accruing vacation at the rate of two hundred thirty-four
(234) hours every twenty-six (26) complete biweekly pay periods, the
maximum amount of vacation that may be accumulated shall be four hundred
sixty-eight (468) hours.
Section 16.6 Upon termination, a confidential or management employee shall be
compensated in cash at his current base rate of pay for any vacation accrued but not
taken. Upon termination the employee shall be compensated for the full accrual for
the final pay period.
Section 16.7 In the event that any recognized holiday occurs during any employee's
vacation, the holiday shall not be charged against the employee's accrued vacation.
The only vacation hours that shall be charged against any employee's accrued vacation
shall be those hours that the employee is regularly scheduled to work.
Section 16.8 Any employee in a classification designated as Confidential shall be
~ ............ ~ ........................~ being compensated ~ hi~ cr rcgular ~ ..... v~
vacation in eithre two separate increments of up to forty (40) hours each or one
increment of up to eighty (80) hours subject to the following provisions:
16 81 ~ ..... " ......... ;~ ~ ~ ~^~" ~n~ hourc,
........ ~ ........... avcragc '~:crk %.:cck ...... ~ ,~, Ae minimum
of cigkty (80) forty (40) hours of vacation must have been u~ed during
the previous payroll ycar twelve months. ~ .... ; ..... ~ ~;~-- (80) ~ .....
.... ~^ paid in cash
Rule 16. Vacation
Page 3
16.82 The employee's Exccutivc Manager must apprcvc thc cmplcycc'g request for
the annual vacation payoff is subject to the approval of the employee's
department head.
16.83 ~ ..... ~ -~ ~^ ~ in ~ ......... ~ ~ The employee's balance
cannot drop below forty (40) hours as a result of the request.
16.9 Any employee in a classification designated as Management shall have the ability
to be compensated for accrued vacation hours at any time throughout the year, subject
to the following provisions:
16.91 The employee must have used forty (40) hours of vacation during the
previous twelve months.
16.92 The employee's balance cannot drop below eighty (80) hours as a result of
the request.
16.93 The employee's Executive Manager must approve the employee's request for
the vacation pay-off.
16.94 Management employees are not eligible for vacation payoff as defined in
Section 16.8 of this Personnel Rule.
Section 16.10 The Human Resources Director may recommend, and the City Manager may
approve, a one-time crediting of the vacation time bank for new hires in Management
level job classes upon completion of six (6) months in the position.
16.10.01 For new hires assigned to Executive or Administrative Management level
positions, the maximum number of hours which may be credited is 120.
16.10.02 For new hires assigned to Middle Management, Supervisory or
Professional level positions, the maximum number of hours which may be credited
is 80.
Section 16.11 The City Manager, City Attorney, City Clerk and City Treasurer shall
also be subject to the provisions of this RULE.
Section 16.12 This rule does not apply to management employees with an average work
week of fifty-six (56) hours, with the adoption of Rule 32, Paid Leave Program.
Doc: Rulel6F/vkilmur/convert/personnel
Revised 04/14/88 (Resolution No. 88R-166)
Revised 2/92
Revised 4/94
Revised 6/95
Revised 6/97
Revised 6/98
Revised 6/00 (Resolution No. 2000R-127)
Revised 2/01
RULE 19. BEREAVEMENT LEAVE
Section 19.0 In the event a death occurs in the immediate family of a full-time
confidential or management employee in the classified service, the employee shall be
granted bereavement leave with pay for up to a maximum of twcnty fcur ,~A~ ........ ~
.%curs three (3) consecutive work days. "Immediate family" shall be defined as any
relative by blood or marriage who is a member of the employee's household, under the
same roof, and any parent, foster parent, step-parent, spouse, child, grandchild
brother, or sister of the employee, or any parent, foster parent, o__r step-parent e~
gran~ckil~ of the employee's spouse, regardless of residence.
19.01 In the event a death occurs among other family members of a full-time
confidential or management employee in the classified service, the
employee shall be granted bereavement leave with pay for up to a maximum
of ci~kt,~,'°~ ..... ,.v~=~-~ ~v~ ~ ..... one (1) work day. Other family members shall
be defined as grandparent, daughter-in-law, son-in-law, not under the
same roof of the employee, and any grandparent, child, grandchild,
brother, or sister of the employee's spouse, regardless of residence.
19.02 Bereavement leave may be used only at the time a death occurs, or to make
burial arrangements and/or attend funeral or memorial services.
19.03 The City will guarantee, that in addition to the above, employees may use
all available vacation on the books up to forty (40) hours. If no
vacation is on the books, the City guarantees the employee the ability to
use leave without pay up to forty (40) hours.
Section 19.1 The City Manager, City Attorney, City Clerk and City Treasurer shall also
be subject to the provisions of this RULE.
Doc: rulel9F/vkilmur/convert/personnel
Revised 04/14/88 (Resolution No. 88R-166)
Revised 2/92
Revised 4/94
Revised 2/2001
RULE 23. INSUR3~NCE, PENSIONS AND PERQUISITES
Section 23.0 The following shall be provided for all active full-time confidential
and management employees:
23.1 Health Insurance
23.11 The City shall offer the Kaiser Foundation Health Plan, and other prepaid
and/or insured health plans recommended by the Joint Committee on Medical
Programs and approved by the City Council. Health Maintenance
Organization (HMO) benefit schedules shall require a $10 co-payment for
outpatient and physician services.
23.12 City and Employee Contributions
23.12.1
City Contributions The City shall contribute towards the monthly
cost of health coverage to the various medical plans through
2002 as follows:
· Approved HMO Plans
· Ail Other Health Plans
100% of the monthly rate
130% of the Kaiser monthly rate
23.12.10
Fcr all plans cffcrcd by the City, the City will
pa}- a mcntkly amcunt cqual to 100% cf tkc..~v~4~
......~ ...... ~. Effective 2003, the City shall
increase its contribution to the premiums for the
various health plans each January. This
contribution shall be based on the Consumer Price
Index, Ail Items Index - Urban Wage Earners and
Clerical Employees (CPI-W), for the area
identified as Los Angeles - Riverside -Oranqe
County. The increase in the City's contribution
shall be equal to the percent change for the year
ending July of the prior calendar year plus
seventy-five percent (75%) of any amount above
the CPI-W. (For example, the City's increase in
contribution for calendar year 2003 shall equal
the percent change in the CPI-W for the year
ending July 2002, plus 75% of the amount of the
health premium increase that exceeds the percent
change in the CPI-W for the year ending July
2O02).
23.12.2
Employee Contributions
Employees shall be required to contribute an
amount equal to 100% of the excess amount over
what is allowed under Section 23.12.10 of this
RULE. ~ ~;~ month!} ..... but in no
23.12.23
Employees who are covered by another health
plan, including the dependent spouse of
married City employee couples, may present
proof of such coverage in order to receive
$100 per month in lieu of City provided health
benefits. In the event an employee who has
Personnel Rule 23 - Insurance, Pensions and Perquisites
Page 2
elected this option loses health coverage for
any reason, and notifies the City of such loss
within five (5) working days, he/she may
enroll immediately in any City plan.
Employees may re-elect this option annually
during open enrollment, or may enroll in a
City plan. Effective January 1, 2003, the
payment shall be increased to $125 per month.
Thc City ~cdioal Dian shall bc dcccribcd in a bock!ct %.:hick
apprcvc~ ~" ~ City ~ ..... ;~ ~ ~^ ~ ..... part ^~ ~;~
23.12.3
For all medical plans, married City employee couples shall
be allowed only one medical plan and only one dental plan
to cover all family members , and married City employee
couples covered by a single enrollment shall kava thc
cpticn tc pay no health insurance premium while both
spouses are employed by the City. Or, may alternatively
elect to rcccive the ~'opt-out" payment authorizcd provided
in Section 23.012.
23.12.4
Proof of marriage will be required of all employees
enrolled in any City medical plan to enroll a dependent
spouse.
23.12.5
The Master contract between the City and the plan
administrator shall govern in the event of any disputes
over any matter within the provisions of the contract.
23.2 Life Insurance
23.21 The City shall make available Group Term Life Insurance to all employees
covered by this RULE.
23.22 Basic Life Insurance shall be available based upon the employee's annual
salary according to the following schedule:
Annual Salary Volume
$ 7,500 - $10,000
$10,001 - $15,000
$15,001 - $20,000
$20,001 & greater and
For City Council Members
$10,000
$15,000
$2o,00o
$25,000
23.23
Dependent coverage with an insurance value up to $1,000 per dependent may
be added to the Basic Life Insurance coverage at the option of the
employee.
23.24
The City shall provide supplemental term life insurance to Confidential
employees equal to the amount provided under Section 23.22. One hundred
percent (100%) of the cost of the supplemental term life insurance shall
be paid by the employee.
23.25 The City shall contribute one-half (1/2) the cost of the premium for
Basic Life Insurance and Dependent coverage. The employee shall
\\coafsl\vo11\home\vkilmur\OT2499vk
Personnel Rule 23 - Insurance, Pensions and Perquisites
Page 3
contribute the difference between the City contribution and the total
premium costs, but in no event shall the employee's contribution exceed
the contributions established for employees in the General City Employees
Unit of Representation.
23.26 The City shall make available Supplemental Term Life Insurance to
management employees.
23.26.1
The employee's allowable coverage under this component
shall be limited so that the Basic Life coverage and the
Supplemental Life coverage together do not exceed two (2)
times the employee's base annual salary rounded up to the
nearest $1,000. The Supplemental Life coverage shall be
adjusted each January.
23.26.2
The City shall contribute the full cost of the premium for
the Supplemental Life coverage for Executive and
Administrative managers.
23.26.3
The City shall contribute one-half (1/2) the cost of the
premium for the Supplemental Life coverage for all other
management employees. The employee shall contribute the
difference between the City contribution and the full cost
of the premium.
23.27 The City shall make available Accidental Death and Dismemberment
Insurance in the amount of $50,000 to all management employees.
23.27.1
The City shall make no contribution towards the cost of the
premium for this component. The employee shall contribute
the full cost of the premium.
23.28
Any employee who retires shall receive a paid-up life insurance policy,
paid for wholly by the City, with a face value of $100.00 for each
complete year of service and $50.00 for more than six months, but less
than a complete year of service up to a maximum of $2,000.
23.29
Employees who are permanently and totally disabled shall receive
Permanent and Total Disability Life Insurance under the following
conditions:
23.29.1
Employees eligible to retire shall receive the following
Life Insurance benefit:
(a) $100 paid up life insurance for each year of service as
provided under the Retired Life Insurance Program.
(b) Decreasing term life insurance in the amount of the
employee's Basic Life Insurance less the paid up life
insurance described above. Such term life insurance
shall decrease by 1/60 of the adjusted value each month
until the face value of such insurance reaches zero (5
years).
(c) The permanently and totally disabled employee will pay
no premium during the term of this benefit.
23.29.2
Employees not eligible to retire shall receive the
following Life Insurance benefit:
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Personnel Rule 23 - Insurance, Pensions and Perquisites
Page 4
(a) Decreasing term life insurance in the amount of the
employee's Basic Life Insurance. Such term insurance
shall decrease by 1/60 of the original amount each
monthly until the face value reaches zero (5 years).
(b) The permanently and totally disabled employee shall pay
no premium during the term of this benefit.
23.3 Long Term Disability Benefits
23.31 The City shall provide long term disability insurance for all employees
covered by this RULE.
23.32
The City shall pay the premium for employee group long term disability
insurance coverage in accordance with the provisions of any contract
between the City and any company or companies providing such coverage.
23.4 Dental Plans
23.41
The City shall sponsor the Delta Dental Plan, the Safeguard Dental Plan,
and other prepaid and/or insured dental plans recommended by the Joint
Committee on Medical Prog4rams and approved by the City Council.
23.42
Employees who select a dental plan other than Safeguard will be required
to contribute an amount equal to 100% of the excess amount over the
Safeguard monthly rate.
23.5 Short Term Disability
23.51
The City shall provide the existing Short Term Disability plan in
accordance with RULE 17. The City shall pay the City's portion of
medical, dental, life and optical insurance while the employee collects
short term disability benefits.
23.6 Pensions
of all cmp!cyccs ccvcrcd by this RULE who arc cnrc!!cd in PEP, S. Such
through a rcduotion in salary,v~ vA=~ ...... ...... ~ ............ 4~ ~..~ .... salary increases,
adcpt Salary Rcsolutiong for cmplcyccs ccvcrcd by the ,RUE ~hat shall
Specify thc manner and amount cf ccntrikuticns madc cn kchalf of
.... ~.~ ........... ~.~ .......... gmvcn thc o on ~ choosing ~^ rcccivc
~ ........... ~ .... ~" ~ ..... ~ ~ having ~ paid by ~ ~" ~^ ~
PERS.
Contributions ccnsidcrcd to bc an cffsct against futurc salary incrcascs
............................... , ............................ C~ O'CC
....... ~ ~ purposc ^~ ~oo rc~or~C~ ~ ~ _~
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Personnel Rule 23 - Insurance, Pensions and Perquisites
Page 5
.... purpcsc v~ rcpcrtab!c .........
23.61
For Miscellaneous Plan Employees in the Public Employees Retirement
System assigned to the Confidential or Unrepresented Part-Time Units, the
City shall contribute 7% (seven percent) of the employee contribution for
retirement benefits in accordance with the provisions of the contract
between the City of Anaheim and the Public Employees' Retirement System.
23.62
For Miscellaneous Plan Employees in the Public Employees Retirement
System assigned to Management job classifications, the following shall
apply:
· Effective June 23, 2000, 3.5% of the statutorily required employee
Public Employees Retirement System ~PERS" pension contributions shall
be paid by the City of Anaheim as employer paid member contributions in
accordance with Government Code Section 20691. The remaining percent
of the statutorily required employee PERS pension contributions shall
be paid by the City of Anaheim as employee paid member contributions.
For the purpose of Internal Revenue Code Section 414(h) (2), these
contributions shall be considered a reduction in salary and shall be
included in an employee's wages for the purpose of PERS reportable
compensation, overtime calculations, and al other purposes with the
exception of state and federal income tax withholding.
· Effective June 22, 2001, the entire statutorily required employee PERS
pension contributions shall be paid by the City of Anaheim as employer
paid member contributions in accordance with Government Code Section
20691.
23.63
For Safety Plan Employees in the Public Employees Retirement System
assigned to the Fire Safety Management Unit, the statutorily required
employee PERS pension contributions shall be paid by the City of Anaheim
as employee paid member contributions. For the purpose of Internal
Revenue Code Section 414(h) (2), these contributions shall be considered a
reduction in salary and shall be included in an employee's wages for the
purpose of PERS reportable compensation, overtime calculations, and all
other purposes with the exception of state and federal income tax
withholding and reporting, and the cash out of accumulated leave
balances.
23.64
For Safety Plan Employees in the Pubic Employees Retirement System
assigned to the Police Safe~y Managemen~ Unit, ~he sta~utorily required
employee PERS pension contributions shall be paid by the City of Anaheim
as employee paid member contributions. For the purpose of Internal
Revenue Code Section 414(h) (2), these contributions shall be considered a
reduction in salary and shall be included in an employee's wages for the
purpose of PERS reportable compensation, overtime calculations, and all
other purposes with the exception of state and federal income tax
withholding and reporting, and the cash out of accumulated leave
balances.
23.64.1
Effective July 6, 2001, the City's contract with the Public
Employees Retirement System, Police Safety Plan, shall be
amended to provide Government Code §21362.2 benefits ("3%
50") .
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Personnel Rule 23 - Insurance, Pensions and Perquisites
Page 6
23.64.2 Employees shall pay all employer costs in excess of nine percent
(9%).
23.64.2 Any costs in excess of the Normal Cost of the PERS benefit
provided during fiscal year 2000/2001 (13.369%) shall be shared
equally between the City and the employee.
23.65 Upon amendment of the City's contract with the Public Employees
Retirement Systems, Miscellaneous Plan employees shall be eligible for 1)
A Pre-Retirement Optional Settlement 2 Death Benefit and 2) The current
$500 Retiree Death Benefit will be replaced with a $5 000 Retiree Deat__h
23 .7
23.8
23.9
Benefit.
23.65.1
Effective July 4, 2003, the City's contract with the Public
Employees Retirement System Police Safety Plan shall be amended
to provide the Pre-Retirement Optional Settlement 2 Death
Benefit (Government Code §21548), and replace the current five
hundred dollar ($500) Retiree Death Benefit with a five thousand
dollar ($5,000) Retiree Death Benefit (Government Code
§21623.5).
Uniformed personnel of the Police and Fire Departments and certain other
designated personnel shall be furnished uniforms in accordance with regulations
established by the City Manager.
The City shall provide a full-time confidential employee in the classified
service adequate meals under the following conditions:
23.81 An employee shall be provided with two adequate meals if he is called out
on emergency overtime work within one (1) hour before a scheduled work
day. If a meal has been earned under another section of this RULE within
two (2) hours of the scheduled work day, only one meal shall be provided
under this section.
23.82 An employee will be provided one meal if he is called back to emergency
overtime work within one and one-half 1 ~) hours after normal quitting
time and works beyond two and one-half (1 1~ hours after normal quitting
time.
23.83 An employee shall be provided an adequate meal if he works two (2) hours
overtime beyond the normal quitting time.
23.84 An employee shall receive one meal if he is scheduled to work overtime
two (2) hours before a regular day.
23,85 An employee shall be provided an adequate meal at four (4) hour intervals
during the performance of emergency overtime work.
23.86 Meal time shall be compensated at the appropriate overtime rate and shall
normally be limited to one-half (1/2) hour with a maximum limit of forty-
five minutes paid meal time.
23.87 An employee may, at his request, be compensated for meals at the rate of
one-half (1/2) hour of overtime pay per meal.
The City Mileage Reimbursement rate will be the standard mileage rate
established by the Internal Revenue Service.
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Personnel Rule 23 - Insurance, Pensions and Perquisites
Page 7
23.91 Any increase or decrease shall be effective the first day of the second
month after the date of publication by the Internal Revenue Service.
23.10 Management classifications as designated in the Resolution are eligible to
receive either a City-owned vehicle or an automobile allowance in an amount
approved by City Council.
23.11 The City Manager, City Attorney, City Clerk and City Treasurer shall also be
subject to the provisions of this RULE except that the City Council may from
time to time authorize exceptions.
Doc: OT2499vk/vkilmur/convert/personnel
Revised 04/14/88 - Resolution No. 88R-166
Revised 2/92
Revised 7/94
Revised 8/94
Revised 2/01
%coafsl \vol 1 \home\vkilmu r\OT2499vk
RULE 33. POST RETIREMENT MEDICAL BENEFITS
Section 33.0 Employees covered by this RULE who are enrolled as a subscriber in a
City-sponsored health plan at the time of separation from City service shall be
eligible to participate in any City-sponsored health (medical benefits only) plan as a
retiree. As of January 1, 1995, employees who are enrolled as a subscriber in a
City-sponsored dental plan at the time of separation from City service and retirees
who were actively employed on or after January 1, 1988 and who are enrolled in a City
sponsored health plan shall also be eligible to participate in any City-sponsored
dental plan as a retiree° As used in this RULE, the term "employee" shall include all
full-time non-represented classified employees, the City Manager, the City Attorney,
the City Treasurer, the City Clerk, members of the City Council, and members of the
Redevelopment Agency.
33.01 Employees covered by this RULE who retired prior to January 1, 1988, who
were eligible for post-retirement health benefits at the time of their
separation from City service and who maintain continuous membership in
good standing shall pay monthly premiums in accordance with the following
schedule:
Single coverage
Two party coverage
Family coverage
$15.00 monthly
$15.00 monthly
$45.00 monthly
33.011
The surviving spouse of the retiree may continue coverage
under the same terms and conditions.
33.02 Employees covered by this RULE who were hired prior to January 1, 1984,
and who retire on or after January 1, 1988, and prior to January 1, 1994,
and who meet the requirements described below shall be eligible to
participate in any City-sponsored medical and/or dental plan.
33.021
The employee must have completed at least five (5) years of
continuous, full-time City of Anaheim service on the date of
retirement; and
33.022
The employee must have been awarded a retirement from the
Public Employee's Retirement System (PERS) as the reason for
separation from City service; and
33.023
PERS retirement benefits must commence no later than the
first day of the month following the date of separation from
City service.
33.024
The City shall contribute towards the premium costs of the
City-sponsored medical plan elected by the employee up to
the amount contributed by the City towards the cost of the
Employee Medical Plan Option I in the year prior to the
employee's retirement.
33.025
The City shall contribute towards Che premium costs of the
City-sponsored dental plan elected by the employee up to the
amount contributed by the City towards the cost of the
Safeguard Health Plan in the year prior to the employee's
retirement.
33.026
The surviving spouse of the retiree may continue coverage
under the same terms and conditions.
33.03 Employees covered by this RULE who retire on or after January 1, 1988,
and who meet the requirements described below shall be eligible to
participate in any City-sponsored medical and/or dental plan.
33.031
The employee must have completed at least ten (10) years of
continuous, full-time City of Anaheim service on the date of
retirement; and
Personnel Rule 33. Post Retirement Medical Benefits
Page 2
33.032
33.033
33.034
33.035
33.036
33.037
The employee must have been awarded a retirement from the
Public Employee's Retirement System (PERS) as the reason for
separation from City service; and
PERS retirement benefits must commence no later than the
first day of the month following the date of separation from
City service; OR
The employee must have been awarded a disability retirement
(Ordinary or Industrial) from the Public Employee's
Retirement System (PERS) as the reason for separation form
City service.
The City shall provide separate contributions towards the
premium costs of the City-sponsored medical and/or dental
plans elected by the employee according to the following
schedule:
33.0351
For Service Retirements, the contribution
shall be a percentage of the annual
contribution made by the City on behalf of
active employees. The percentage shall be
equal to one and one half (1.5) times the 2% @
60 Local Public Agency Miscellaneous PERS
retirement schedule for employees in
classifications assigned to the Miscellaneous
retirement group. The percentage shall be
one-and-two tenths (1.2) times the 2% @ 50
Local Public Agency Safety PERS retirement
schedule for employees in classifications
assigned to the Safety retirement group. Such
percentage shall not exceed ninety-five
percent (95%) and shall be based on the
employee's age and consecutive years of
Anaheim service at the time of retirement.
Anaheim service and the retiree's age shall be
calculated to the nearest complete one quarter
(1/4) year.
33.0352
For Disability Retirements, the contribution
shall be a percentage of the annual
contribution made by the City on behalf of
active employees, the percentage equal to two
percent (2%) for each year of service to a
maximum contribution of ninety-five percent
(95%) based on the employee's consecutive
years of Anaheim service at the time of
retirement. Such credit shall be calculated
to the nearest complete one quarter (1/4)
year.
33.0353
In the event an employee is eligible for both
a service and a Disability Retirement benefit
under the provisions of Section 33.03, the
employee shall receive the Service Retirement
benefit.
The City contribution shall be based on the Two-Party or
Family rate only for those employees who properly enroll a
dependent spouse and/or other family members prior to
retirement, and shall continue only as long as the retiree
maintains coverage for such dependents in City-sponsored
health plans. Nothing in this section shall prevent a
retiree from properly enrolling new dependents at the
retiree's cost.
The full value of any MediCare credits provided to the City
or MediCare surcharges imposed on the City by virtue of a
Personnel Rule 33. Post Retirement Medical Benefits
Page 3
33.038
retiree's participation or non-participation in MediCare
shall be passed on to the retiree in the form of reduced or
increased premium costs.
The surviving spouse of the retiree may continue coverage
under the same terms and conditions provided that the
surviving spouse was properly enrolled at the time of the
employee's retirement and that dependent coverage was
continuously maintained during the employee's retirement.
33.04 Any employee who retires from City service and who is eligible to receive
a benefit under Sections 33.02 and 33.03 of this RULE may elect either
benefit at the time of retirement. Such election shall be irrevocable.
33.05 The following conditions shall apply to all retirees who have
post-retirement medical coverage under this RULE:
33.051
Once cancelled for any reason, coverage shall not be
reinstated unless the specific cause of such cancellation is
the return to active service with the City of Anaheim in
which case coverage shall be reinstated immediately upon
separation from the City following such return to active
service.
33.052
Coverage shall be cancelled for non payment of fees after
three (3) months in arrears.
33.053 There shall be Coordination of Benefits where other
insurance exists.
33.054
33.055
33.056
Retirees may change plans and add dependents only during the
annual open enrollment period, except that the surviving
spouse of a retiree may not enroll a new spouse.
Vision Care benefits provided under the Employee Medical
Plan are EXCLUDED from benefits for retired employees.
Any Employee (as defined in this Rule) who serves in one or
more additional positions also eligible for benefits under
this Rule shall be entitled to a single benefit hereunder.
33.06 The City Manager, City Attorney, City Treasurer and City Clerk who are
eligible under the provisions of Section 33.03 of this RULE shall receive
a minimum benefit of seventy-five percent (75%) as described in Section
33.0351. Members of the City Council and members of the Redevelopment
Agency who serve a minimum of one (1) term, who have applied for or are
receiving PERS retirement benefits at the expiration of the member's
term, and who are otherwise eligible under the provisions of this RULE
shall receive a minimum benefit of seventy-five percent (75%) as
described in Section 33.0351. Any Employee (as defined in this RULE) who
serves in one or more additional positions also eligible for benefits
under this RULE, shall be entitled to a single benefit hereunder.
33.07 Employees or City Council and Redevelopment Agency Members
hired/appointed on or after January 1, 2002, shall not be eliqiblie for any
post-retirement medical benefits under this Personnel Rule 33.
Doc: Rule33F/vkilmur/convert/personnel
Created 5/90 (Resolution No. 90R-153)
Reviewed 2/92 - No Change
Revised 8/94
Revised 6/00 (Resolution No. 2000R-127)
Revised 2/2001
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ANAHEIM )
I, SHERYLL SCHROEDER, City Clerk of the City of Anaheim, do hereby certify that the foregoing
Resolution No. 2001R-56 was introduced and adopted at a regular meeting provided by law, of
the Anaheim City Council held on the 6th day of March, 2001, by the following vote of the
members thereof:
AYES:
MAYOR/COUNCIL MEMBERS: Feldhaus, Kring, Tait, McCracken, Daly
NOES:
MAYOR/COUNCIL MEMBERS: None
ABSENT:
MAYOR/COUNCIL MEMBERS: None
CITY CLER~ OF THE CITY OF ANAHEIM
(SEAL)