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HomeMy WebLinkAbout1994-06-28 - AGENDA REPORTS - TRANSIT LABOR AGREEMENTAGENDA REPORT CONSENT CALENDAR DATE: June 28, 1994 SUBJECT: Transit Labor Agreement Resolution No. 94 - 82 DEPARTMENT: Public Works BACKGROUND Cit Item to be presented by: Prior to receiving Federal funding for transit projects, the City must enter into a particular labor protection agreement known as a Section 13c Agreement with various transit -related labor unions in the area served by Santa Clarita Transit. Grant applications for Federal transit funds are submitted to the Federal Transit. Administration (FTA). Various portions of the applications are then sent to other Federal agencies for review. The United States Department of Labor (DOL) is the agency that determines which labor unions the City must enter into a 13c Agreement. The DOL determined that the following six unions are "affected unions" by our transit operation:: Amalgamated Transit Union, International Brotherhood of Teamsters, Transportation -Communications International Union, Transit Police Sergeants' Association, Transit Police Officers' Association, and United Transportation Union. The City must reach agreement with all of the unions prior to approval of our grant applications.. A draft agreement between the City and the Amalgamated Transit Union is attached as a sample. This particular agreement is nearly ready for signature between the two parties. Similar agreements must be reached with the remaining five unions as well. RECOMMENDATION Adopt Resolution No. 94 - 82 authorizing the City Manager to enter into a FTA Section 13c Agreement with each of the above transit unions, on behalf of the City. ATTACBMENTS 1. Draft 13c Agreement between the City and the Amalgamated Transit Union, 2. Resolution No. 94 - 82. sec9\13cnre6.mar. A �,,,,�„� �teCiC Adopted: q�� RESOLUTION NO. 94 - 82 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA AUTHORIZING THE CITY MANAGER TO ENTER INTO SECTION 13C AGREEMENTS TO SECURE TRANSIT FUNDING IN ACCORDANCE WITH SECTION 9 OF THE URBAN MASS TRANSPORTATION ACT OF 1964, AS AMENDED WHEREAS, the Urban Mass Transportation Act of 1964, as amended, provides funding for a variety of transportation projects, and WHEREAS, on February 23, 1993, the City Council adopted Resolution No. 93-19 authorizing the City Manager to execute and file on the City's behalf, all future applications for funds under the Urban Mass Transportation Act of 1964, as amended, and WHEREAS, on March 8, September 28, and December 14, 1993 applications were filed with the Federal Transit Administration for Section 9 funds, and WHEREAS, On June 28, 1994, at'a regular Council meeting, the City Council reviewed and considered agenda material explaining the need to enter into a Section 13c Agreement as part of the requirements to secure federal funding for transit use. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Santa Clarita as follows_ Section 1. As part of the Council meeting of June 28, .1994, City Council authorized the City Manager to enter into necessary 13c Agreements with six different transit -related labor unions as determined to be affected unions according to the United States Department of Labor. Section 2. The City Clerk shall certify the adoption of this resolution. PASSED, APPROVED, AND ADOPTED THIS 1994 MAYOR day of Resolution No. 94 - 82 Page 2 ATTEST: CITY CLERK I HEREBY" CERTIFY that the foregoing resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the. day of , 1994, by the following vote of the Council: AYES: COUNCILMEM 3ERS NOES: COUNCILMRMRERS ABSENT: COUNCILI\ EMBERS CITY CLERK sed%Bcagre7.mar To: Michael A. Rubin From: Brenda L. Biederichs B-14-94 11:37am p. 2 of 22 AGREEMENT PURSUANT TO SECTION 13(c) OF THE FEDERAL TRANSIT ACT, AS AMENDED WHEREAS, the City of Santa Clarita, California ("Public Body"), has made application under the Federal Transit Act, as amended, ("Act") for a capital grant to assist in the payment of bond debt incurred in connection with the purchase of eegtipmenb local and express fixed route buses utilized in the Public Body's transit system, which is currently operated and managed through contractual arrangements with a private entity ("Contractor"), as more fully described in the project application ("Project"); and WHEREAS, elements of the Public Body's assisted transit system are to be operated, on a "closed door" basis, in the service area and vicinity of the Los Angeles County Metropolitan Transit Transportation Authority ("MTA"');. and WHEREAS, certain employees of the MTA are represented by Local Union 1277, Amalgamated Transit Union, AFL-CIO ("Union"); and WHEREAS, sections 3(e)(4), 9(e)(1) and 13(c) of the Act require, as a condition of any such assistance, that suitable fair and equitable arrangements be made to protect urban mass transportation industry employees who may be affected by such assistance; and WHEREAS, the parties have agreed upon the following arrangements as fair and equitable; NOW, THEREFORE, it is agreed that the following terms and conditions shall apply and shall be specified in any contract governing such federal assistance to the Public Body: (1) The term "Project," as used in this Agreement, shall not be limited to the particular facility, service, or operation assisted by federal funds, but shall include any changes, whether organizational, operational, technological, or otherwise, which are a result of the assistance provided. The phrase "as a result of the Project", as used in this Agreement, shall include events occurring in anticipation of, during, and subsequent to the Project and any program of efficiencies or economies directly or indirectly related thereto or traceable to the assistance provided and shall also include events or actions which are a result of federal assistance under the Act; provided, however, that volume rises and falls of business, or changes in volume or i.AX:Rd434.3 To: Michael A. Rubin From: Brenda L. Diederichs 5-14-94 11:37am p. 3 of 22 character of employment brought about solely by causes other than the Project (including any economies or efficiencies unrelated to the Project) are not within the purview of the phrase "as a result of the Project," as used in this Agreement. (2) (a) The Project, as defined in Paragraph (1) of this Agreement, shall be performed and carried out in full compliance with the protective conditions described herein and in such a manner and upon ouch terms and conditions as will not adversely affect employees represented by the Union. This subparagraph (a) is intended to express the general requirement that the rights and 'interests of employees represented by the Union be protected from effects of the Project. Initially, this means that the Public 'Body and contractor in designing and implementing the Project must consider the effects the Project may have on employees represented by the Union and attempt to minimize any adverse effects. If objectives can be met without adversely affecting such employees, it .is expected that adverse effects will be avoided. The duty to minimize effects is not intended to preclude all actions which would adversely affect employees, but to balance such actions in favor of the interests of employees. In the context of particular Project events, this subparagraph is to be read in conjunction with other provisions of this Agreement. It thereby is intended to emphasize the specific statutory requirements that the employees be protected against a worsening of their employment conditions, eiilz nfttien or reelexetioit of a benefit that is Bet forth rrt a that has a efdatntnif+ftble value, and receive offsetting benefits to make them "whole", for example or, where appropriate. by providing the employees represented by the Union with the monetary value of the benefit lost or reinstating the benefit for the protective period, when unavoidable impacts occur. (b) The Public Body shall not operate, nor contract for the operation of, any transit services which permit a passenger trip that both commences and terminates at points located in the MTA service area. For purposes of this subparagraph (b), a point of passenger trip commencement or termination shall be considered to be within the MTA service area if it is located within one-half (1/2) straight miles of an MTA bus route or fixed guideway station. (c) The Project activities defined by the scope and budget as incorporated in the contract of assistance between the I.AX:84934.3 -2- To: Michael A. Rubin From: Brenda L. Diederichs B-14-94 11:31am p. 4 of 22 federal government and the Public Body shall be undertaken, carried out and completed substantially as described in 1) the Project application forwarded to the Amalgamated Transit Union by the U.S. Department of Labor pursuant to the procedures of 29 C.F.R. § 215.3 and/or 2) any budget revision, administrative amendment or full grant amendment which a) the Secretary of Labor affirmatively determines, in an administrative action pursuant to 29 C.F.R. § 215.5 undertaken prior to the formal and final approval thereof by the Federal Transit Administration, revises or amends the application in immaterial respects, or b) is the subject of a Section 13(c) certification action pursuant to the procedures established by 29 C.F.R. § 215.3. Project equipment shall be used only in the manner described in such grant application documentation and/or budget revision, administrative amendment or full grant amendment. (d) The Public Body shall not transfer, convey or grant any title, rights and/or interests in the Project equipment or assets to any eubrecipient or subgrantee while itself remaining the Project recipient and/or Project grantee absent a review and Section 13(c) certification action by the'U.S. Secretary of Labor pursuant to 29 C.F.R. § 215.3 undertaken and completed prior to, and as a precondition of, the transfer, conveyance or grant. (3) Neither the Public Body nor the Contractor shall take any action which impairs or interferes with the preservation or continuation of any rights, privileges and benefits (including pension rights and benefits) of employees represented by the Union (including employees having already retired) under existing collective bargaining agreements or otherwise, or under any revision or renewal thereof. (4) Neither the Public Body nor the Contractor shall take any action which impairs or interferes with the preservation and continuation of the collective bargaining rights of employees represented by the Union, including the right to arbitrate labor disputes and to maintain union security and checkoff arrangements, as provided by applicable laws, policies and/or existing collective bargaining agreements. (5) In the event the Public Body or the Contractor contemplates any change in the organization, operations, services, facilities or equipment of the system as a result of the Project and such may result in the dismissal or displacement of employees, or rearrangement of the working forces represented by the Union, the Public Body shall give at least ninety (90) days' written notice of such intended change(e) by posting a TAX:Rd934.3 —3— To: Michael A. Rubin From: Brenda L. Biederichs B-14-94 11:37am p. 5 of 22 notice on bulletin boards convenient tothe interested employees and by sending certified mail notice to the Union and any other union representatives of such interested employees. Such notice shall contain a full and adequate statement of the proposed change(s) to be effected, including an estimate of the number of employees of each classification affected by the intended change(s) and the number and classification of any jobs available to be filled by such affected employees. Thereafter, within thirty (30) days from the date of said notice, the Public Body and the Union shall meet for the purpose of reaching agreement with respect to the application of the terms and conditions of this Agreement to the intended change(s). Any such change(s) involving a dismissal, displacement or rearrangement of the working forces represented by the Union shall provide for the selection of forces from the employees represented by the Union on bases accepted as appropriate for application in the particular case; and any assignment of employees represented by the Union made necessary by the intended change(s) shall be made on the basis of an agreement between the .Public Body and the Union. In the event of a failure to agree within thirty (30) days from the commencement of such negotiations, the dispute may be submitted to arbitration by either party pursuant to Paragraph (17) of this Agreement. In any such arbitration, the terms of this Agreement are to be interpreted and applied in favor of providing employee protections and benefits no less than those established pursuant to section 5(2)(f) of the Interstate Commerce Act, as amended, currently codified at 49 U.S.C. § 11347. No change in operations, services, facilities or equipment, within the purview of this Paragraph (5) shall occur until after an agreement is reached or the decision of the arbitration panel has been rendered. (6) (a) Whenever an employee, retained in service, recalled to service, or employed by the Public Body or the Contractor pursuant to Paragraphs (5), (8)(e) or (20) of this Agreement, is placed in a worse position, as defined in Section 2(a) of this Agreement, with respect to compensation as a result of the Project, the employee shall be considered a "displaced employee," and shall be paid a monthly "displacement allowance" to be determined in accordance with this Paragraph (6) and be provided such other rights or relief as may be deemed, to be appropriate based upon the provisions of a Memorandum of Understanding, personnel rules, or some other controlling document regarding the employer-employee relationship. Said displacement allowance shall be paid each displaced employee during the protective period following the date on which the employee is first "displaced," and shall continue during the protective period as long as the employee is unable, in the T„Ax:na934.a - 4 - lo: Michael A. Rubin From: Brenda L. Oiederichs B-14-94 11:37am P. 6 of 22 exercise of the employee's seniority rights, to obtain a position producing compensation equal to or exceeding the compensation the employee received in the position from which the employee was displaced, adjusted to reflect subsequent general wage adjustments, including cost -of -living adjustments where provided for; provided that notice concerning such positions is posted on bulletin boards convenient to the interested employees. (b) The displacement allowance shall be a monthly allowance determined by computing the total compensation received by the employee, including vacation allowances, pay for time lost on account of on-the-job injury, and monthly compensation guarantees, and the employee's total time paid for during the last twelve (12) months in which the employee performed month, bas preceding the Projec and the toi average moi for. If t] (12) months time paid : compeneati( such emplo; per centum to reflect cost-of-lil employee's less in an} the aforesa subsequent adjustments difference, voluntary a available f monthly tin thereto at in excess c employee fa secure anot the then ex carries a w position wh thereafter occupying t - ----- 1111_� lzl�ll iircy kbu) per centum of each such :d upon the employee's normal work schedule immediately :he date of the employee's displacement as a result of and by dividing separately the total, compensation al time paid for by twelve (12), thereby producing the ithly compensation and the average monthly time paid is employee's length of service is lees than twelve �, the average monthly compensation and average monthly 'or shall be computed by dividing separately the total n and totaltimepaid by the number of months in which ,ee performed compensated service more than fifty (50) of each such month. Such allowance shall be adjusted subsequent general wage adjustments, including -ing adjustments where provided .for. If the displaced compensation in the employee's current position is month during the employee's protective period than id average compensation (adjusted to reflect general wage adjustments, including cost -of -living where provided for), the employee shall be paid the less compensation for any time lost on account of beenceB to the extent that the employee is not or service equivalent to the employee's average e, but the employee shall be compensated in addition the rate of the current position for any time worked f the average monthly time paid for. If a displaced ils to exercise the employee's seniority rights to her position to which the employee is entitled under isting collective bargaining agreement, and which age rate and compensation exceeding that of the ich the employee elects to retain, the employee shall oe treated, for the purposes of this Paragraph (6), as ze position the employee elects to decline. T.: XAA93C3 _ 5 - To: Michael A. Rubin From: Brenda L. Diederichs 6-14-94 11:37am p. 7 of 22 (c) If any employee who is entitled to a monthly displacement allowance served as an agent or a representative of employees on either a full or part-time basis in the twelve (12) months immediately preceding the employee's being adversely affected, the employee's monthly displacement allowance shall be computed by taking the average of the average monthly compensation and average monthly time paid for of the protected employees in active service immediately above and below the affected employee on the same seniority roster or the employee's own monthly displacement allowance, whichever is greater. (d) The displacement allowance shall cease prior to the expiration of the protective period in the event of the displaced employee's resignation, death, retirement, or dismissal for cause in accordance with any labor agreement applicable to the employee's employment. (7) (a) Any employee placed in a worse position with as defined in Section 2(a) of this Aareement shall be considered a "worsened employee,'+ and shall be -made whole. Reasonable efforts should be made to restore the precise benefit lost or affected. If such efforts are uneucceeeful or would be unsuitable, an alternative remedy, awarding either 1) offsetting benefits where such an award would result in a fair and equitable substitute or 2) compensatory damages where the harm has a readily ascertainable economic value and such an alternative remedy is fair and equitable, may be acceptable. (b) The make whole remedy shall cease prior to the expiration of the protective period in the event of the displaced employee's resignation, death, retirement, or dismissal for cause in accordance with any labor agreement applicable to the employee's employment. (8) (a) Whenever any employee is laid off or otherwise deprived of employment as a result of the Project, the employee shall he considered a "dismissed employee" and shall be paid a monthly dismissal allowance to be determined in accordance with this Paragraph (8). Said dismissal allowance shall first be paid each dismissed employee commencing not later than the thirtieth (30th) day following the day on which the employee is "dismieeed" and shall continue during the protective period, as follows: T,AXAA9a6.3 -. 6 - To: Michael A. Rubin From: Brenda L. Biederichs B-14-94 11:37am p. 8 of 22 Employee's length of service prior to adverse effect Period of Protection 1 day to 6 years equivalent period 6 years or more 6 years The monthly dismissal allowance shall be equivalent to one -twelfth (1/12) of the total compensation received by the employee in the last twelve (12) months of the employee's employment in which the employee performed compensated service more than fifty (50) per centum of each such month based on the employee's normal work schedule to the date on which the employee was first deprived of employment as a result of the Project. If the employee's length of service is less than twelve (12) months, the monthly dismissal allowance shall be computed by dividing the total compensation by a number equal to the number of months of the employee's employment in which the employee performed compensated service more than fifty (50) per centum of each such month based on the employee's normal work schedule to the date on which the employee was first deprived of employment as a result of the Project. Such allowance shall be adjusted to reflect subsequent general wage adjustments, including cost -of -living adjustments where provided for. (b) An employee shall be regarded as deprived of employment and entitled to a dismissal allowance when the position the employee holds is abolished as a result of the Project, or when the position the employee holds is not abolished but the employee loses that position as a result of the exercise of seniority rights by an employee whose position is abolished as a result of the Project or as a result of the exercise of seniority rights by other employees brought about as a result of the Project, and the employee is unable to obtain another position, either by the exercise of the employee's seniority rights, or through the Public Body, in accordance with subparagraph (e) of this Paragraph (8). In the absence of proper notice followed by an agreement or decision pursuant to Paragraph (5) hereof, no employee who has been deprived of employment as a result of the Project shall be required to exercise seniority rights to secure another position in order to qualify for a dismissal allowance hereunder. (c) Each employee receiving a dismissal allowance shall keep the Public Body informed as to the employee's current address and the current name and address of any other person by i,AX:PA9343 - 7 - To: Michael A. Rubin From: Brenda L. Diederichs 6-14-94 11:37am o. 9 of 22 whom the employee may be regularly employed, or if the employee is self-employed. (d) The dismissal allowance shall be paid to the regularly assigned incumbent of the position abolished. If the position of an employee is abolished when the employee is absent from service, the employee will be entitled to the dismissal allowance when the employee is available for service. The employee temporarily filling said position at the time it was abolished will be given a dismissal allowance on the basis of that position, until the regular employee is available for service, and thereafter shall revert to the employee's previous status and will be given the protections of this Agreement in said position, if any are due the employee. (e) An employee receiving a dismissal allowance shall be subject to call to return to service by the MTA after being notified in accordance with the terms of the then -existing collective bargaining agreement. Prior to such call to return to work by the MTA, the employee may be required by the public Body to accept reasonably comparable employment with the public Body or the Contractor for which the employee is physically and mentally qualified, or for which the employee can become qualified after a reasonable training or retraining period, provided it does not require a change in residence or infringe upon the employment rights of other employees under then -existing collective bargaining agreements. (f) When an employee who is receiving a dismissal allowance again commences employment in accordance with subparagraph (e) of this Paragraph (8) or with Paragraph (20) hereof, said allowance shall cease while the employee is so reemployed, and the period of time during which the employee is so reemployed shall be deducted from the total period for which the employee is entitled to receive a dismissal allowance. During the time of such reemployment, the employee shall be entitled to the protections of this Agreement to the extent they are applicable. (g) The dismissal allowance of any employee who is otherwise employed shall be reduced to the extent that the employee's combined monthly earnings from such other employment or self-employment (provided such employment was not held for more than five (5) months of the twelve (12) month test period upon which the dismissal allowance is based), any benefits received from any unemployment insurance law, and the employee's dismissal allowance exceed the amount upon which the employee's dismissal allowance is based. Such employee, or ouch employee's T.AX:PA936.3 -8- To: Michael A. Rubin From: Brenda L. Diederichs B-14-94 11:37am p. 10 of 22 union representative, and the Public Body shall agree upon a procedure by which the Public Body shall be kept currently informed of the earnings of such employee in employment other than with the Public Body, including self-employment, and the benefits received. (h) The dismissal allowance shall cease prior to the expiration of the protective period in the event of the failure of the employee without good cause to return to service in accordance with the applicable labor agreement, or to accept employment as provided under subparagraph (e) of this Paragraph (8) or under Paragraph (20) hereof, or in the event of the employee's resignation, death, retirement, or dismissal for cause in accordance with any labor agreement applicable to the employee's employment. (i) A dismissed employee receiving a dismissal allowance shall actively seek and not refuse other reasonably comparable employment offered the employee for which the employee is physically and mentally qualified and which does not require a change in the employee's place of residence. Failure of the dismissed employee to comply with this obligation shall be grounds for discontinuance of the employee's allowance; provided that said dismissal allowance shall not be discontinued until final determination is made either by agreement between the Public Body and the employee or the employee's representative, or by final arbitration decision rendered in accordance with Paragraph (17) of this Agreement, that such employee did not comply with this obligation. (9) In determining length of service of a displaced, dismissed or worsened employee for purposes of this Agreement, such employee shall be given full service credits in accordance with the records and labor agreements applicable to the employee and the employee shall be given additional service credits for each month in which the employee receives a dismissal or displacement allowance or other make whole remedy as if the employee were continuing to perform services in the employee's former position. (10) No employee shall be entitled to either a displacement or dismissal allowance or other make whole remedy under Paragraphs (6), (7) or (8) hereof because of the abolishment of a position for which, at some future time, the employee could have bid, been transferred or promoted. (11) No employee receiving a dismissal or displacement allowance shall be deprived, during the employee's protected TAX:x4o3a.3 -9- To: Michael .A..Rubin From: Brenda L. Oiederichs B-14-94 11:37am pall of 22. period, of any rights, privileges, or benefits attaching to the employee's employment, including, without limitation, group life insurance, hospitalization and medical care, 'free transportation for the employee and the employee's family, sick leave, continued status and participation under any disability or retirement program, and such other employee benefits as Railroad Retirement, Social Security, Workers' Compensation, and unemployment compensation, as well as any other benefits to which the employee may be entitled under the same conditions and so long as such benefits continue to be accorded to other employees in the bargaining unit, in active service or furloughed, as the case may be. (12) (a) Any employee covered by this Agreement who is retained in the service of the MTA, or who is later restored to service after being entitled to receive a dismissal allowance and who is required to change the point of the employee's employment in order to retain or secure active employment in accordance with this Agreement, and who is required to make a change in residence, shall be reimbursed for all expenses of moving the employee's household and other personal effects, for the traveling expenses for the employee and members of the employee's immediate family, including living expenses for the employee and the employee's immediate family, and for the employee's own actual wage loss during the time necessary for such transfer and for a reasonable time thereafter, not to exceed five (5) working days. The exact extent of the responsibility of the Public Body under this Paragraph (12), and the ways and means of transportation, shall be agreed upon in advance between the Public Body and the affected employee, or the employee's representatives. (b) If any such employee is laid off within three (3) years after changing the employee's point of employment in accordance with subparagraph (a) of this Paragraph (12), and elects to move the employee's place of residence back to the employee's original point of employment, the Public Body shall assume the expenses, losses and costs of moving to the same extent provided in subparagraph (a) of this Paragraph (12) and Paragraph (13) (a) hereof. (c) No claim for reimbursement shall be paid under the provisions of this Paragraph unless such claim is presented to the Public Body within ninety (90) days after the date on which the expenses were incurred. The Public Body shall have thirty (30) days from receipt of the claim for reimbursement to determine the amount that is reimbursable. Payment shall be made i.AX:R49943 -10- To: Michael A. Rubin From: Brenda L. Diederichs B-14-94 11:37am p. 12 of 22 by the Public Body within thirty (30) days thereafter, unless disputes arise as to such claim. (d) Except as otherwise provided in subparagraph (b) of this Paragraph (12), changes in residence, subsequent to the initial changes as a result of the Project, which are not a result of the Project but grow out of the normal exercise of seniority rights, shall not he considered within the purview of this Paragraph. (13) (a) The following conditions shall apply to the extent they are applicable in each instance to any employee who is retained in the service of the MTA, or who is later restored to service after being entitled to receive a dismissal allowance, and who is required to change the point of the employee's employment in order to retain or secure active employment in accordance with this Agreement, and is thereby required to make a change in residence. If the employee owns the employee's own home in the locality from which the employee is required to move, the employee shall, at the employee's option, be reimbursed by the Public Body for any lose suffered in the sale of the employee's home for less than its fair market value, plus conventional fees and closing costs, including, but not limited to, any real estate commissions, loan discount, loan origination, loan closing costs, preparation of abstract, or deed of sale, such lose to be paid within thirty (30) days of settlement or closing on the sale of the home. In each case, the fair market value of the home in question shall be determined as of a date sufficiently prior to the date of sale so as to be unaffected by the Project. The Public Body shall, in each instance, be afforded an opportunity to purchase the home at such fair market value before it is sold by the employee to any other person and to reimburse the seller for the employee's conventional fees and closing costs. In lieu of the foregoing, the employee may elect, at the employee's sole option, to receive an amount equal to the closing costa which are ordinarily paid for and assumed by a seller of real estate in the jurisdiction in which the residence is located. Such costs shall include a real estate commission paid to a licensed realtor and any prepayment penalty required by the institution holding the mortgage. If the employee is under a contract to purchase the employee's home, the Public Body shall protect the employee against loss under such contract, and in addition, shall relieve the employee from any further obligation thereunder. rAX:A934.3 -11- To: Michael A. Rubin From: Brenda L. Biederichs B-14-94 1L:37am F. 13 of 22. If the employee holds an unexpired lease of a dwelling occupied by the employee as the employee's home, the Public Body shall protect the employee from all lose and cost in securing the cancellation of said lease. (b) No claim for lose shall be paid under the provisions of this Paragraph (13) unless such claim is presented to the Public Body within one (1) year after the effective date of the change in residence.. (c) Should a controversy arise in respect to the value of the home, the lose sustained in its sale, the lose under a contract for purchase, lose and cost in securing termination of a lease, or any other question in connection with these matters, it shall be decided through a joint conference between the employee, or the Union, and the Public Body. In the event they are unable to agree, the dispute or controversy may he referred by the Public Body or the Union to a board of competent real estate appraisers selected in the following manner: one (1) to be selected by the representatives of the employee, and one (1) by the Public Body, and these two, if unable to agree within thirty (30) days upon the valuation, shall endeavor by agreement within ten (10) days thereafter to select a third appraiser or to agree to a method by which a third appraiser shall be selected, and failing such agreement, either party may request the State or local Board of Real Estate Commissioners to designate within ten (10) days a third appraiser, whose designation will be binding upon the parties and whose jurisdiction shall be limited to determination of the issues raised in this Paragraph (13) only. A decision of a majority of the appraisers shall be required and said decision shall be final, binding, and conclusive. The compensation and expenses of the neutral appraiser, including expenses of the appraisal board, shall be horse equally by the parties to the proceedings. All other expenses shall be paid by the party incurring them, including the compensation of the appraiser selected by such party. (d) Except as otherwise provided in Paragraph (12)(b) hereof, changes in place of residence, subsequent to the initial changes as a result of the Project, which are not a result of the Project but grow out of the normal exercise of seniority rights, shall not he considered within the purview of this Paragraph. (e) "Change in residence" means transfer to a work location which is either (A) outside a radius of twenty (20) miles of the employee's former work location and farther from the employee's residence than was the employee's former work location, or (B) more than thirty (30) normal highway route miles 1.AXA4934.3 -12- To: Michael A. Rubin From: Brenda L. Biederichs B-14-94 11:37am p. 14 of 22 from the employee's residence and also farther from the employee's residence than was the employee's former work location. (14) A dismissed employee entitled to protection under this Agreement may, at the employee's option within thirty (30) days of the employee's dismissal or within sixty (60) days of the date of an arbitration award establishing that the employee is a dismissed employee, resign and (in lieu of all other benefits and protections provided in this Agreement) accept a lump sum payment computed in accordance with Section 9 of the Washington Job Protection Agreement of May 1936: Length of Service 1 year and less than 2 years 2 years and less than 3 years 3 years and less than 5 years 5 years and less than 10 years 10 years and less than 15 years 15 years and over Separation Allowance 3 months' pay 6 months' pay 9 months' pay 12 months' pay 12 months' pay 12 months' pay In the case of an employee with less than one (1) year's service, five (5) days' pay, computed by multiplying by five (5) the normal daily earnings (including regularly scheduled overtime, but excluding other overtime payments) received by the employee in the position last occupied, for each month in which the employee performed service, will be paid as the lump sum. (a) Length of service shall be computed as provided in Section 7 (b) of the Washington Job Protection Agreement, as follows: "For the purposes of this agreement the length of service of the employee shall be determined from the date he last acquired an employment status with the employing carrier and he shall be given credit for one month's service for each month in which he performed any service (in any capacity whatsoever) and twelve such months shall be credited as one year's service. The employment status of an employee shall not be interrupted by furlough in instances where the employee has a right to and does return to service when called. In determining length of service of an employee acting as an officer or other official i.AX:PA936.3 -13- To:: Michael A. Rubin From: Brenda L. Diederichs B-14-94 11:37am p. 15 of 22 representative of an employee organization he will be given credit for performing service while so engaged on leave of absence from the service of a carrier." (b) One month's pay shall be computed by multiplying by thirty (30) the normal daily earnings (including regularly scheduled overtime, but excluding other overtime payments) received by the employee in the position last occupied prior to time of the employee's dismissal as a result of the Project. (15) If seasonal employees are employed by MTA, a seasonal employee's displacement or dismissal allowance or other make whole remedy shall only apply during each year in the protective period for the same number of full months in which the employee worked in the twelve (12) full months preceding the Project; provided an employee's earnings during other months shall not affect the amount of the allowance due to the employee. (16) Whenever used herein, unless the context requires otherwise, the term "protective period" means that period of time during which a displaced, dismissed or worsened employee is to be provided protection hereunder and extends from the date on which an employee is displaced, dismissed or otherwise worsened to the expiration of six (6) years therefrom; provided, however, that the protective period for any particular employee during which the employee is entitled to receive the benefits of these provisions shall not continue for a longer period following the date the employee was displaced, dismissed or worsened than the employee's length of service, as shown by the records and labor agreements applicable to the employee's employment prior to the date of the employee's displacement, dismissal or other worsening. (17) (a) In the event of any difference as to the proper interpretation or application of this Agreement or otherwise arising out of or by virtue of any provisions of this Agreement, but not otherwise governed by Paragraph (13)(c) of this Agreement, which remains unresolved thirty (30) days after notice of the difference or seven (7) days after the Public Body's denial, in whole or part, or an employee claim, whichever is later, such may be submitted at the written request of either the Union or the Public Body to a board of arbitration as hereinafter provided. The Public Body and the Union shall each, within ten (10) days, select one member of the arbitration board and the two members thus chosen shall select a third member who shall serve as chair. Should the two members be unable to agree upon the appointment of the neutral member within ten (10) days, either party may request the American Arbitration Association to furnish i.AX:R49M-3 -14- To: Michael A. Rubin From: Brenda L. Biederichs 6-14-94 11:37am p. 16 of 22 a list of five (5) persons from which the neutral member shall be selected. The parties shall, within five (5) days after the receipt of such list, determine by lot the order of elimination, and thereafter each shall, in that order, alternately eliminate one name until only one name remains. The remaining person on the list shall be the neutral member. If either party fails to select its arbitrator within the prescribed time limit, the highest officer of the Union or the Public Body or their nominees, as the case may be, shall be deemed to be the selected arbitrator, and the board of arbitration shall then function and its decision shall have the, same force and effect as though both parties had selected their arbitrators. If either party refuses or otherwise fails to eliminate names from the list provided by the American Arbitration Association, the other party shall select the neutral member from among the names on such list and the arbitration board shall then function and its decision shall have the same force and effect as though both parties had participated in the elimination of names from the list. Within not less than forty-five (45) days after the hearing of the dispute has been concluded and the record closed or, if oral hearings have been waived, from the date of transmitting the final statements and proofs to the neutral, arbitrator, the neutral member shall deliver a proposed decision to the two other members of the arbitration panel and any executive session of the panel requested by either of those two members (such request to be made within fifteen (15) days after delivery of the proposed decision) shall he conducted within fifteen (15) days of the request for an executive session. The decision by majority vote of the arbitration board shall be final, binding and conclusive. The neutral member of the arbitration board shall have the power to subpoena witnesses upon the request of any party and to compel the production of documents and other information denied in the pre -arbitration period which is deemed relevant to the disposition of the claim. Awards made pursuant to said arbitration may include full back pay and allowances to employee -claimants and such other remedies as may be deemed appropriate and equitable. The salaries and expenses of the neutral member shall be borne equally by the parties to the proceedings, and other expenses shall be paid by the party incurring them. (b) In the event of any dispute as to whether or not a particular employee was affected by the Project, it shall be the employee's obligation to identify the Project and specify the pertinent facts of the Project relied upon. It shall then be the Public Body's burden to prove that factors other than the Project affected the employee. The claiming employee shall prevail if it is established that the Project had an effect upon the employee t.AXAA9%.3 -Is- To: Michael A. Rubin From: Brenda L. Biederichs B-14-94 11:37am p. 17 of 22 even if other factors may also have affected the employee (Hodgeon's Affidavit in Civil Action No. 825-71). (18) Nothing in this Agreement shall be construed as depriving any employee of any rights or benefits which such employee may have under any existing job security or other protective conditions or arrangements by collective bargaining agreement or law where applicable; provided, that there shall be no duplication or pyramiding of benefits to any employee, and, provided further, that the benefits under this Agreement, or any other arrangement, shall be construed to include the conditions, responsibilities, and obligations accompanying such benefits. This Paragraph shall be construed consistent with the Hodgson Affidavit in Civil Action No. 825-71 and the federal court's interpretation of the concept of "pyramiding" in New York Dock Railway v. U.S., 609 F.2d 83, 99-101 (2d Cir. 1979). (19) The Public Body shall be financially responsible for the application of these conditions and will make the necessary arrangements so that any employee affected as a result of the Project may file a claim, either individually or through the Union, for a dismissal or displacement allowance and/or other make whole remedy under Paragraphs (6), (7) or (8) of this Agreement with the Public Body within sixty (60) days of the date the employee is terminated or laid off as a result of the Project, or within eighteen (18) months of the date the employee's position with respect to the employee's employment is otherwise worsened as a result of the Project; provided, in the latter case, if the events giving rise to the claim have occurred over an extended period, the 18 -month limitation shall be measured from the last such event; provided, further, that no benefits shall be payable for any period prior to six (6) months from the date of the filing of the claim. Unless such claims are filed with the Public Body within said time limitations, the Public Body shall thereafter be relieved of all liabilities and obligations related to said claims. Within not lees than twenty-one (21) days, the Public Body will fully honor the claim, making appropriate payments, or will give notice to the claimant and the employee's representative of the basis for denying or modifying such claim, giving reasons therefor. In the event the Public Body fails to honor such claim, the Union may invoke the following procedures for further joint investigation of the claim by giving notice in writing of its desire to pursue such procedures. Within ten (10) days from the receipt of such notice, the parties shall exchange such factual material as may be requested of them relevant to the disposition of the claim and shall jointly take ouch steps as may be necessary or desirable to obtain from any third party such additional factual material as LAXAA9aa.a —16— To: Michael A. Rubin From: Brenda L. Diederichs 6-14-94 11:37am p. 16 of 22 may be relevant. As soon as practicable thereafter, the parties shall meet and attempt to agree upon the proper disposition of the claim. If no agreement is reached, and the Public Body decides to reject the claim, it shall give written notice of its rejection of the claim, detailing its reasons therefor. In the event the claim is so rejected by the Public Body, the claim may be processed to arbitration as hereinabove provided by Paragraph (17) . Nothing included herein as an obligation of the Public Body shall be construed to relieve the MTA of any obligations which it has under existing collective bargaining agreements, including but not limited to obligations arising from the benefits referred to in Paragraph (11) hereof, nor make the MTA a third -party beneficiary of the Public Body's obligations contained herein, nor deprive the Public Body of any right of subrogation. (20) During the employee's protective period, a dismissed employee shall, if the employee so requests in writing, be granted priority of employment to fill any vacant position within the jurisdiction and control of the Public Body and/or in the employment of the Contractor related to its management and operation of the transit system, reasonably comparable to that which the employee held when dismissed, for which the employee is, or by training or re-training can become qualified; not, however, in contravention of collective bargaining agreements relating thereto. In the event such employee requests such training or re-training to fill such vacant position, the Public Body shall provide for such training or re-training at no coat to the employee. The employee shall be paid the salary or hourly rate provided for in the applicable collective bargaining agreement for such position, plus any displacement allowance and/or make whole remedy to which the employee may be otherwise entitled. If such dismissed employee who has made such request fails, without good cause, within ten (10) days to accept an offer of a position comparable to that which the employee held when dismissed, for which the employee is qualified or for which the employee has satisfactorily completed such training, such employee shall, effective at the expiration of such ten-day period, forfeit all rights and benefits under this Agreement. As between employees who request employment pursuant to this paragraph, the following order shall prevail where applicable in hiring such employees: T.AX:U934.3 -17- To: Michael A. Rubin From: Brenda L. Diederichs B-14-94 11:37am V. 19 of 22 (a) Employees shall be given priority craft or class; in the craft or class of the vacancy over employees without seniority in such (b) As between employees having seniority in the craft or class of the vacancy, the senior employees, based upon their service in that craft or class as shown on the appropriate seniority roster, shall prevail over junior employees; (c) As between employees not having seniority in the craft or class of the vacancy, the senior employees, based upon their service in the crafte or classes in which they do have seniority as shown on the appropriate seniority rosters, shall prevail over junior employees. (21) This Agreement shall be binding upon the successors and assigns of the parties hereto, and no provisions, terms, or obligations herein contained shall be affected, modified, altered or changed in any respect whatsoever by reason of the arrangements made by or for the Public Body to manage and operate the system. The Contractor and any other person, enterprise, body, or agency, whether publicly or privately owned, which shall undertake the management, provision and/or operation of the system, or any part or portion thereof, or any mass transportation in the urbanized area of the Project under contractual arrangements of any form with the Public Body, its successors or assigns, shall agree, and as a condition precedent to such contractual arrangements entered into subsequent to the date hereof the Public Body, its successors or assigns, shall require that such person, enterprise, body or agency agree to be bound by the terms of this Agreement and accept the responsibility for full performance of these conditions. (22) The employees covered by this Agreement shall continue to receive any applicable coverage under Railroad Retirement, Social Security, Workers' Compensation, unemployment compensation, and the like. In no event shall these benefits be worsened as a result of the Project. (23) In the event any provision of this Agreement is held by a court of competent jurisdiction to be invalid or otherwise unenforceable under the federal, state or local law, in the context of a particular Project, the remaining provisions of this Agreement shall not be affected and the invalid or unenforceable provision shall be renegotiated by the Public Body and the Union for purpose of adequate replacement under section 13(c) of the i.AX:8A934.3 -18- To: Michael A. Rubin From: Brenda L. Biederichs B-14-94 11:37am p. 20 of 22 Act. If ouch negotiation shall not result in mutually satisfactory agreement, any party may invoke the jurisdiction of the Secretary of Labor to determine substitute fair and equitable employee protective arrangements for application only to the particular Project, which shall be incorporated in this Agreement only as applied to that Project, and any other appropriate action, remedy or relief. (24) If the MTA shall have rearranged or adjusted its forces in anticipation of the Project, with the effect of depriving an employee of benefits to which the employee should be entitled under this Agreement, the provisions of this Agreement shall apply to such employee as of the date when the employee was so affected. (26) In the context of a particular Project, any other ATU local union which is the collective bargaining representative of urban mass transportation employees in the service area of the Public Body who may be affected by the assistance to the Public Body within the meaning of 49 U.S.C.. § 1609(c), may become a party to this Agreement as applied to the Project, by serving written notice of its desire to do so upon the Union, the Public Body, and the Secretary of Labor. Any objection to such labor organization's becoming a party to this Agreement shall be filed in writing with the Secretary of Labor and the other party or parties to this Agreement within not less than thirty (30) days of the notice provided. Absent any such timely objection, the labor organization shall be deemed a party to this Agreement. (27) In the event any Project to which this Agreement applies is approved for assistance under the Act, the foregoing T.AX:90U.3 -19- ,0:: ,.Cnae. nl M1LO ln. rrL]m: ❑ranoa �.: O�c:lcrlchs G-li-tl4 11..]/dm P. it at �.. terms and conditions shall be made part of the contract of assistance between the federal government and the Public Body or other applicant for federal funds; provided, however, that this Agreement shall not merge into the contract of assistance but shall be independently binding and enforceable by and upon the parties hereto, and by any covered employee or the employee's representative, in accordance with its terms, nor shall any other employee protective agreement or arrangements nor any collective bargaining agreement merge into or be superseded by this Agreement', but each shall be independently binding and enforceable by and upon the parties thereto, in accordance with its terms. IN WITNESS WHEREOF, the parties hereto have executed this Agreement by their duly authorized representatives this day of _ 1994. CITY OF SANTA CLARITA City Manager LOCAL UNION 1277, AMALGAMATED TRANSIT UNION AFL-CIO APPROVED AS TO FORM• By City Attorney By City Clerk T.A7CAOU.3 -20-