TABLE OF CONTENTS
PREAMBLE 1 ARTICLE 1. RECOGNITION AND UNION SECURITY 1 1.1 Recognition 1 1.1.1 Classified employees 1 1.1.2 Bargaining unit exclusions 1 1.1.3 Unit clarification 1 1.1.4 Notice to new employees 1 1.2 Union Security. 2 1.2.1 Union membership and fair share 2 1.2.2 Holder of Record 2 1.2.3 Dues deduction 2 1.2.4 Indemnification 3 ARTICLE 2. UNION PROVISIONS 3 2.1 Union Representatives 3 2.2 Union Stewards. 3 2.2.1 Appointment of Stewards 3 2.2.2 Paid release hours 4 2.2.3 Activities of stewards and notice to supervisors 4 2.2.4 Chief Steward 5 2.2.5 Union notice of meetings, training sessions and on-call calendar 5 2.2.6 Education and training 5 2.2.7 Mutual training responsibility and accurate timekeeping 6 2.2.8 Protected activity 6 2.2.9 Bridgebuilder Program participants 6 2.2.10 Informational sessions 6 2.3 Release Time 6 2.4 Meetings 6 2.5 New Employee Orientation 7 2.6 Bulletin Boards 7 2.7 Bargaining Unit Data 8 2.8 Use of Campus Mail 8 2.9 Use of Employer’s Electronic Mail 9 2.9.1 Union communications from external sources 9 2.9.2 Union communications from internal sources 10 2.9.3 Employees’ use of e-mail 10 2.10 Negotiating Team 11 2.11 Union Leave 11 2.12 Release for Legislative Activities 12 2.13 Union President 12 2.14 E-Committee and E-Board Members 12 2.15 Other Union Business 12 2.16 Union Conventions 13 ARTICLE 3. GENERAL PROVISIONS 13 3.1 Binding Effect 13 3.2 Complete Agreement 13 3.3 Non-Contractual Standards and Benefits 13 3.4 Savings Clause 14 ARTICLE 4. MANAGEMENT RIGHTS 15 4.1 Management Rights 15 4.2 Non-Waiver of Rights 15 ARTICLE 5. DEFINITIONS 15 5.1 Class/Classification 15 5.2 Compensatory Time 15 5.3 Consensus 15 5.4 Day 16 5.5 Demotion 16 5.6 E-mail 17 5.7 Essential Functions 17 5.8 Evaluation Period 17 5.9 Executive Organizational Unit (EOU) 17 5.10 Extended Medical Leave 17 5.11 Flex Staff Employee 18 5.12 Full-Time Employee 18 5.13 Lateral Transfer 18 5.14 Layoff 18 5.15 Limited Duration Employee 18 5.16 Managerial Employees 18 5.17 Orientation 18 5.18 Part-Time Employee 18 5.19 Position Description 19 5.20 Preferential Hire List 19 5.21 Premium Pay 19 5.22 Probationary Employee 19 5.23 Promotion 20 5.24 Qualified 20 5.25 Reclassification 20 5.26 Regular Employee 20 5.27 Regular Position 20 5.28 Regular Rate of Pay 20 5.29 Relief Employee 20 5.30 Steward 21 5.31 Straight Rate of Pay 21 5.32 Student Workers 21 5.33 Supervisors 21 5.34 Suspension 21 5.35 Temporary Employees 21 5.36 Termination 21 5.37 Union Representative 22 5.38 Vacant Position 22 5.39 Work Unit 22 ARTICLE 6. EMPLOYMENT PRACTICES AND PROCEDURES 22 6.1 Non-Discrimination. 22 6.1.1 Equal employment opportunity 22 6.1.2 Affirmative action 22 6.1.3 Complaints of discrimination or harassment 22 6.2 Pay Periods 23 6.3 Timekeeping Records 23 6.4 Position Descriptions 23 6.5 Work Life Balance 23 6.6 Performance Expectations. 24 6.6.1 Clarification of expectations 24 6.6.2 Change in circumstances 24 6.6.3 Failure to reach agreement 24 6.7 Non-Job Related Illness or Injury 24 6.7.1 Work modifications 24 6.7.2 Inability to perform duties 25 6.8 Personnel Records. 25 6.8.1 Personnel file contents 25 6.8.2 Inspection 25 6.8.3 Placement of documents in personnel file 26 6.8.4 Right of rebuttal 26 6.8.5 Removal of materials 26 6.9 Reporting Inappropriate Use of Resources, Waste or Fraud 26 6.10 Personal Emergency Message Procedure 27 6.11 Personality Profiles 27 6.12 Uniforms 27 6.13 Contracting 27 6.14 Performance Evaluations 28 ARTICLE 7. HOURS OF WORK 28 7.1 Work Week and Extended Work Period 28 7.2 Scheduling of Work. 28 7.2.1 Shifts in excess of 12 hours 28 7.2.2 Split shifts 28 7.2.3 Requests for alternate work schedules 29 7.2.4 Requests for flexible work schedules 29 7.2.5 Posting of varying work schedules 29 7.2.6 Changes in work location 29 7.2.7 Changes in reporting time 29 7.2.8 Changes to work schedules 30 7.2.9 Non-guarantee of hours 30 7.2.10 Consecutive days of work for part-time employees 30 7.3 Report Pay 30 7.4 Availability of Additional Work 30 7.5 Rest Periods 32 7.6 Meal Periods 32 7.7 Time Off Between Regularly Scheduled Shifts 32 7.8 On-Call 33 7.9 In-House Standby 33 7.10 Shift Trades. 33 7.11 Clean-Up Time 33 7.12 Modified Operations 34 7.12.1 Shuttle buses 34 7.12.2 Report to work late 34 7.12.3 Inability to report to work 34 7.12.4 Closing, curtailment or delayed start of operations 34 7.12.5 Make-up for time lost 35 7.12.6 Reasonable efforts when modified operations is not declared 35 ARTICLE 8. COMPENSATION 35 8.1 Across the Board Increases 35 8.2 Progression Increases 35 8.2.1 Progression within quartiles 35 8.2.2 Longevity rate 36 8.2.3 Withholding of wage increase 36 8.3 Merit-Based Adjustments 36 8.4 Market-Based Adjustments 36 8.4.1 Annual review 36 8.4.2 Survey information 36 8.4.3 Upward adjustment 36 8.4.4 Downward adjustment 37 8.5 Salary Adjustments upon Change in Status. 37 8.5.1 Voluntary demotion 37 8.5.2 Involuntary demotion 37 8.5.3 Promotion 38 8.5.4 Lateral transfer 38 8.6 Upward Adjustments 38 8.7 Reclassification. 38 8.7.1 Upward reclassification 38 8.7.2 Downward reclassification 38 8.8 Return from Layoff to Same Job Classification 38 8.9 Travel Expenses and Allowances 39 8.10 Final Paychecks 39 8.11 Overpayments and Underpayments 39 ARTICLE 9. OVERTIME AND PREMIUM PAY 39 9.1 Overtime. 39 9.1.1 Definition of overtime 39 9.1.2 Overtime compensation 40 9.1.3 Calculation of overtime 40 9.1.4 Scheduling and assignment of overtime 40 9.1.5 Compensatory time 41 9.2 Call Back 42 9.2.1 Compensation rate 42 9.2.2 Commencement of compensation 42 9.2.3 Mileage reimbursement 42 9.3 Change in Reporting Time 42 9.4 Work on Recognized Holiday 43 ARTICLE 10. DIFFERENTIAL PAY 43 10.1 Shift Differential 43 10.1.1 Eligibility 43 10.1.2 Rates 44 10.1.3 Work beyond assigned shift 44 10.2 On-Call Pay 44 10.3 Work from Home 44 10.3.1 Multiple calls 45 10.3.2 When call-back is required 45 10.4 In-House Standby Compensation 45 10.5 Lead Work 45 10.6 Bilingual Differential 46 10.7 High Elevation Work 46 10.8 Inclement Weather Team 46 10.9 Transport Work 46 10.10 Work Out of Classification 46 10.11 Weekend Differential 47 ARTICLE 11. HOLIDAYS 47 11.1 Recognized Holidays 47 11.2 Holiday Compensation 48 11.3 Work on a Holiday 48 11.4 Holiday Work Schedules 48 ARTICLE 12. VACATIONS 49 12.1 Accrual of Vacation Time. 49 12.1.1 Years of service 50 12.1.2 Restoration of accrual rates 50 12.1.3 Change in accrual rate 50 12.2 Rate of Pay 50 12.3 Use of Vacation 50 12.4 Scheduling of Vacations. 50 12.4.1 Unit procedures 50 12.4.2 Vacation opportunities 50 12.4.3 Submission and granting of vacation and holiday time off requests 51 12.4.4 Notice of paid leave cancellation 52 12.4.5 Ineligibility for previously approved vacation 52 12.4.6 Other changes to previously approved vacation 52 12.5 Accrual Limit 53 12.6 Cashout of Accrued Time. 53 12.6.1 Pay upon termination 53 12.6.2 Military or educational leave 53 12.6.3 Voluntary cashout 53 12.7 Vacation Donation Pool. 54 12.7.1 Donation eligibility 54 12.7.2 Donation process 54 ARTICLE 13. SICK LEAVE 55 13.1 Accrual of Sick Leave 55 13.2 Attendance Recognition 55 13.3 Utilization and Payment of Sick Leave 55 13.3.1 Employee responsibility for ill or injured family or household member 56 13.3.2 Immediate family and household member 56 13.4 Physician or Practitioner Certification of Illness or Injury 56 13.4.1 Reasonable grounds criteria 57 13.4.2 Notification 57 13.4.3 Disciplinary consequences 57 13.5 No Cashout of Sick Leave 57 13.6 Restoration of Sick Leave 57 13.7 Sick Leave on Retirement 57 ARTICLE 14. LEAVES OF ABSENCE 57 14.1 Leaves of Absence With Pay 57 14.1.1 Jury service 57 14.1.2 Court appearance 58 14.1.3 Search or rescue operation 58 14.1.4 Military training leave 58 14.1.5 Test and interview leave 58 14.1.6 Donating blood 58 14.1.7 Pre-retirement counseling leave 59 14.2 Leaves of Absence Without Pay 59 14.2.1 Personal or educational leave 59 14.2.2 Family medical leave 59 14.2.3 Military leave 60 14.2.4 Bereavement leave 60 14.2.5 Court appearance 61 14.2.6 Election leave 61 14.3 Workers’ Compensation 61 14.3.1 Employee responsibilities 61 14.3.2 Employer assistance to employees 62 14.3.3 Physician’s or nurse practitioner’s certification 62 14.3.4 Time loss 62 14.3.5 Accrual of seniority 63 14.3.6 Position held open 63 14.3.7 Release for work. 63 14.3.8 Complete disability 64 14.3.9 Continuation of insurance benefits 64 ARTICLE 15. INSURANCE BENEFITS 65 15.1 Eligibility. 65 15.1.1 Regular and limited duration employees 65 15.1.2 Relief employees 65 15.1.3 Temporary employees and flex staff 65 15.1.4 Loss of eligibility 66 15.1.5 Enrollment Process for Benefit-Eligible Employees 66 15.2 Insurance Contributions 66 15.2.1 Full time employees 66 15.2.2 Part-time employees 67 15.2.3 Maximum annual contribution increase 67 15.2.4 Employee premium deductions 67 15.2.5 Employer premium reduction 67 15.3 Insurance Coverage and Employee Benefits Council 67 15.4 Termination of Employment 67 ARTICLE 16. RETIREMENT 68 16.1 Plan Election 68 16.1.1 Selection process 68 16.1.2 Default plan 68 16.1.3 Limited option to transfer plans 68 ARTICLE 17. SENIORITY 68 17.1 Seniority Defined 68 17.2 Continuous Service 68 17.2.1 Return to employment following termination 69 17.2.2 Leave without pay and time on PHL 69 17.2.3 Employment outside of bargaining unit 69 17.3 Computation of Seniority 69 17.3.1 Beginning November 1, 1981 69 17.3.2 Prior to November 1, 1981 69 17.3.3 Tie-breaker 69 17.4 Seniority List 69 ARTICLE 18. FILLING OF VACANCIES 70 18.1 Job Bid 70 18.1.1 Posting and awarding of position 70 18.1.2 Placement 70 18.1.3 When job bid is unnecessary 70 18.1.4 Transfer of positions to different shift 70 18.1.5 Restriction on additional bids 70 18.1.6 No recruiting prohibition 71 18.2 Job Posting 71 18.2.1 Reemployment obligations. 71 18.2.2 Selection process and priority to internal candidates. 71 18.2.3 Posting and application process 72 18.2.4 Provisions applicable to internal applicants only: 72 18.3 Non-Temporary Transfer to Separate Location 72 18.4 Training Positions 73 18.4.1 Limitations 73 18.4.2 Eligibility 73 18.4.3 Selection 73 18.4.4 Pay rate 73 18.4.5 Conclusion of assignment 73 18.5 Preservation of Right to Assign Work and Change Job Duties 74 ARTICLE 19. LAYOFF 74 19.1 Initial Selection and Notice of Layoff 74 19.2 Temporary Employees and Contract Workers 74 19.3 Evaluation Period Employees 75 19.4 Options of Employees Notified of Layoff 75 19.5 Placement in new position 75 19.5.1 Vacancy in work unit 75 19.5.2 Vacancy in executive organizational unit 75 19.5.3 Displacement of least senior employee in same classification 76 19.5.4 Displacement of least senior employee outside of same classification 76 19.5.5 Displaced employee 76 19.5.6 Unavailability of displacement 76 19.5.7 Qualified 76 19.6 Placement Provisions. 77 19.6.1 Paid administrative leave 77 19.6.2 Placement of full-time employees 77 19.6.3 Placement of part-time employees 77 19.6.4 Geographic restrictions on placement 77 19.6.5 International recruits 77 19.6.6 Effect of refusing offer of employment 77 19.7 Employees Placed on Preferential Hire List 78 19.7.1 Removal from list 78 19.8 Severance Pay 78 19.9 Payment of Accrued Vacation and Compensatory Time 78 19.10 Right to Return to Previous Position 79 19.11 Shift Curtailment and Cancellation 79 19.11.1 Order of curtailment/cancellation 79 19.11.2 Notice of shift cancellation or curtailment at beginning of shift 80 19.11.3 Annual cap 80 19.11.4 Compensation and benefit accruals 80 19.11.5 Lack of work on holidays 80 ARTICLE 20. EVALUATION PERIODS 80 20.1 Probationary Period 80 20.1.1 Temporary employment credit 81 20.1.2 Exception 81 20.1.3 Written feedback 81 20.1.4 Termination During Probationary Period 81 20.1.5 Job change 81 20.1.6 Access to grievance procedure 81 20.2 Internal Job Change Evaluation Period. 82 20.2.1 When applicable 82 20.2.2 Feedback and communication 82 20.2.3 Written feedback 82 20.2.4 Modified progressive discipline 83 20.2.5 Right to remove during evaluation period 83 20.2.6 Employees removed following transfer into a new department or work unit 83 20.2.7 Employees removed following transfer within department or work unit 83 20.2.8 Employees removed following placement under Section 19.4 83 20.3 Extensions 84 ARTICLE 21. REORGANIZATIONS AND CLASSIFICATION CHANGES 84 21.1 Reorganizations 84 21.2 Classification and Reclassification Procedure 85 21.2.1 Implementation of new classifications or major revisions of existing classifications 85 21.3 Upward Reclassification 86 21.4 Downward and Lateral Reclassification 86 21.4.1 Notice of downward reclassification 86 ARTICLE 22. EDUCATION, TRAINING AND CAREER DEVELOPMENT 86 22.1 Promotion of Development Opportunities 86 22.1.1 Education and training hours 86 22.1.2 Career development information 87 22.1.3 Tuition discounts 87 22.1.4 Shared responsibility 87 22.1.5 Individual development plans 87 22.2 Requirements of Job Position 87 22.3 Required Attendance at Educational and Training Functions 87 22.4 Educational Leave with Pay 88 22.5 Education Expense Reimbursement 88 22.6 New Technology 88 22.7 Basic Computer Skills Training 88 ARTICLE 23. DISCIPLINE AND DISCHARGE 89 23.1 Progressive Discipline 89 23.1.1 Performance improvement plans 89 23.1.2 Suspension of seniority rights 89 23.2 Just Cause 89 23.3 Investigatory Interviews 89 23.3.1 Notice 89 23.3.2 Conducting the interview 90 23.3.3 Other meetings distinguished 90 23.3.4 Electronic recording 90 23.3.5 When attendance is the issue 90 23.4 Pre-Discharge Notice 91 23.5 Issuance of Disciplinary Action 91 23.6 Unauthorized Absences 91 23.7 Limits on Pay Reductions 92 23.8 Transmissions to Union 92 ARTICLE 24. GRIEVANCES AND ARBITRATION 92 24.1 Grievance Procedure 92 24.1.1 Grievance defined 92 24.1.2 Time extensions 92 24.1.3 Union representation 93 24.1.4 Grievances of specific matters 93 24.1.5 Grievance steps. 93 24.2 Arbitration. 95 24.2.1 Selection 95 24.2.2 Authority 96 24.2.3 Bifurcation 96 24.2.4 Award final and binding 96 24.2.5 Expenses of arbitration 96 24.3 Release Time 96 ARTICLE 25. STRIKES, LOCKOUTS AND PICKET LINES 96 ARTICLE 26. TRANSPORTATION AND PARKING 97 26.1 Parking Rates 97 26.2 Strategic Transportation and Parking Advisory Committee 97 26.3 Pay to Park Hours 97 26.4 Employees Working on Short Notice 97 26.5 Parking During Inclement Weather 98 ARTICLE 27. HEALTH AND SAFETY 98 27.1 Health and Safety Standards 98 27.2 OSHA Safety Committee 98 27.3 Safety Devices and Clothing 98 27.4 Refusal to Perform Allegedly Unsafe Work 98 27.4.1 State involvement 99 27.4.2 Impact on employee pending determination 99 27.5 Ergonomics 99 27.6 Work with Dangerous Materials 99 27.7 Exposure to Serious Communicable Disease 99 ARTICLE 28. LABOR MANAGEMENT COMMITTEE 100 28.1 Purpose 100 28.2 Composition 100 28.3 Objectives 100 28.3.1 Labor Management Committee (LMC). 100 28.3.2 OHSU/AFSCME Career and Workplace Enhancement Center (CWE Center). 102 28.4 Funding 102 ARTICLE 29. TERM AND DURATION 102 29.1 Term of Agreement 102 29.2 Negotiations for New Contract 103 APPENDIX A Contract Variations Applicable to Salaried Employees 105 APPENDIX B Conditions of Flex Staff Employment 108 Appendix B Form Letter to New Flex Staff Employees 110 APPENDIX C Employee Benefits Council 111 APPENDIX D Just Cause Standard 113 APPENDIX E Voluntary Waiver of Daily Overtime 114 APPENDIX F Severance Program 116 APPENDIX G Guidelines on Reaching Consensus 120 APPENDIX H Voluntary Waiver of Shift Differential 122 MEMORANDUM OF UNDERSTANDING #1 Drug and Alcohol Testing 124 MEMORANDUM OF UNDERSTANDING #2 Potential Contributions to 403(b) Plan 131 MEMORANDUM OF UNDERSTANDING #3 Telecommuting Task Force 132 MEMORANDUM OF UNDERSTANDING #4 Community Employment Committee 133 MEMORANDUM OF UNDERSTANDING #5 Employee Resource Groups 134 MEMORANDUM OF UNDERSTANDING #6 Strategies for Reducing On-Call Work 135 MEMORANDUM OF UNDERSTANDING #7 Interfaith Locations, Interpreting Services, Safety Training, Translated Document and Gender Neutral Restrooms 136 MEMORANDUM OF UNDERSTANDING #8 TriMet Bus Pass Program 138 MEMORANDUM OF UNDERSTANDING #9 Preceptor Pay 139 MEMORANDUM OF UNDERSTANDING #10 Hardship Fund 140 MEMORANDUM OF UNDERSTANDING #11 Staffing Escalation 141 MEMORANDUM OF UNDERSTANDING #12 Co-Branding 142 MEMORANDUM OF UNDERSTANDING #13 Employee Advisory Council 143 MEMORANDUM OF UNDERSTANDING #14 Clean-Up Time Guidelines 144 MEMORANDUM OF UNDERSTANDING #15 Union Leave Hours 145 MEMORANDUM OF UNDERSTANDING #16 Union Officers 146 MEMORANDUM OF UNDERSTANDING #17 Preferential Hire List Task Force 148 MEMORANDUM OF UNDERSTANDING #18 OHSU/AFSCME Task Force on Workforce Mental Health Support and Peer-to Peer Group Counseling/Support 149 MEMORANDUM OF UNDERSTANDING #19 Employees Employed Prior to September 11, 1998 151 MEMORANDUM OF UNDERSTANDING #20 Paid Family Leave Task Force 152 INDEX 153
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