Step Advancement Based on Satisfactory Performance Departmental Human Resources Group Meeting July 28, 2006

Step Advancement Based on Satisfactory Performance Civil Service Reform May 2005

Civil Service Reform Report “We need merit based raises. I consistently get ‘exceeds standards’ on my evaluations but get the same raise (or no raise) as people who get ‘met standards’ or ‘does not meet standards.’”

Civil Service Reform Report “My perception is that employees are retained and well compensated even when they are inefficient and lacking enthusiasm for the job. I don't think the City really has a pay for performance culture.”

Civil Service Reform Report “The City promotes high levels of mediocrity by only rewarding longevity of service rather than excellent job performance. The civil service rules don't allow managers to reward their high performing employees.”

Step Advancement Based on Satisfactory Performance Effective July 1, 2006, step advancement will be based on satisfactory performance. Please check each MOU (Article III. Seniority Increments) for specifics!!!!!

Step Advancement Based on Satisfactory Performance In general, an employee will receive the step increase on his/her anniversary date, unless the department determines to withhold the step increase because the employee’s performance has not been satisfactory.

Notice to Employees Recommend 60 days’ advance notice to the employee of any intention to withhold step increase, even if there is no specific MOU requirement to provide advance notice. Providing an employee with adequate notice of the department’s intent to withhold a step increase allows the employee an opportunity to improve his/her performance in the area of deficiency.

Managing Performance!!!! NEED NEED to have current performance evaluation on file NOT MUST Decision to withhold a step increase should NOT come as a surprise and MUST be fact- based

Grieving Step Advancement Denials Employees may grieve a denial of step increase, but the performance evaluation itself is not grievable. Evaluations may be used as evidence by the parties Expedited arbitration process to resolve disputes

Anniversary Dates Unchanged Under no circumstances will an employee’s “step increment due date” or “step increase anniversary date” change.

Step Increases at a Later Date At the Appointing Officer’s discretion, an employee whose step increase has been withheld may receive it at a later date, based upon improved performance. Based upon a new or supplemental evaluation reflecting satisfactory performance. No change to the employee’s anniversary date for subsequent increases. The “late” granting of a step increase is never retroactive.

SEIU Locals 790, 535 and UHW (Article III.J. Seniority Increments, ¶¶ ) Each year of satisfactory service normally shall make an employee eligible for consideration for salary advancement within the salary range of his/her classification, except where such employee is in a class for which there is a single rate of pay. If an employee’s service is not deemed satisfactory, based on a written performance appraisal, the employee may not be eligible for consideration for salary advancement.

SEIU Locals 790, 535 and UHW (Article III.J. Seniority Increments, ¶¶ ) If an employee does not receive a performance appraisal within forty-five (45) days of his/her performance appraisal due date, and a written notice of intent to withhold the increase no later than fifteen (15) days before the step increase due date, and the employee is scheduled for a step increase, the appraisal for said year shall be considered satisfactory and any step increase due will be provided to the employee retroactively to his/her anniversary date. Denial of a step increase is subject to appeal through the expedited arbitration procedure of this Agreement.

Consolidated Crafts Agreement (Article III.N. Seniority Increments, ¶¶ ) An employee’s scheduled step increase may be denied if the employee’s performance has been unsatisfactory to the City. The Appointing Officer shall provide an affected employee at least sixty (60) calendar days notice of his/her intent to withhold a step increase. However, if the unsatisfactory performance occurs within that time period, the Appointing Officer shall provide reasonable notice of at least 5 days of his/her intent to withhold a step increase at that time.

Consolidated Crafts Agreement (Article III.N. Seniority Increments, ¶¶ ) An employee's performance evaluation(s) may be used as evidence by the City and/or an affected employee in relation to determining whether an employee has performed satisfactorily for purposes of determining whether a step advancement should be withheld. If an employee’s step advancement is withheld, that employee shall be eligible for a step advancement upon his/her next anniversary (increment) due date. An employee’s anniversary date shall be unaffected by this provision.

Consolidated Crafts Agreement (Article III.N. Seniority Increments, ¶¶ ) The denial of a step increase is subject to the grievance procedure; provided, however, that nothing in this section is intended to or shall make performance evaluations subject to the grievance procedure. Withholding of step advancement shall not affect an employee’s base wage increases as provided for in Article III.A. Wages.

IFPTE, Local 21 (Article III.E. Seniority Increments, ¶¶ ) An employee's scheduled step increase may be denied if the Appointing Officer or designee determines that the employee's performance has been unsatisfactory. In the absence of a recommendation to deny a step increase, an employee shall receive his or her scheduled step increase. The Appointing Officer shall provide an affected employee at least sixty (60) calendar days notice prior to the employee’s salary anniversary date of any intent to withhold a step increase and the basis for such withholding. However, if unsatisfactory performance occurs within the sixty (60) days before the employee’s salary anniversary date, the Appointing Officer shall provide the notice and basis for the intent to withhold a step increase within a reasonable time.

IFPTE, Local 21 (Article III.E. Seniority Increments, ¶¶ ) The denial of a step increase is subject to the grievance procedure. An employee's performance evaluation(s), and any facts underlying the performance evaluation(s) or other relevant information, may be used as evidence by either party in an expedited grievance arbitration; provided, however, that nothing in this section is intended to or shall make performance evaluations subject to the grievance procedure.

Deputy Probation Officers’ Association (Article III.S. Seniority Increments, ¶¶ ) Satisfactory Performance. For all employees hired on or after July 1, 2006, an employee’s scheduled step increase may be denied if the employee’s performance has been unsatisfactory. The Appointing Officer shall provide an affected employee at least sixty (60) calendar days notice prior to the employee's salary anniversary date of any intent to withhold a step increase. However, if unsatisfactory performance occurs within the sixty days before the employee’s salary anniversary date, the Appointing Officer shall provide notice of intent to withhold a step increase within a reasonable time. The notice shall be in writing and shall provide reason(s) and/or explanation for the denial.

Deputy Probation Officers’ Association (Article III.S. Seniority Increments, ¶¶ ) The denial of a step increase is subject to the grievance procedure. An employee's performance evaluation(s) may be used as evidence by either party in a grievance arbitration; provided, however, that nothing in this Section is intended to or shall make performance evaluations subject to the grievance procedure. If an employee’s step advancement is withheld, that employee shall next be eligible for a step advancement on the employee’s salary anniversary date the following fiscal year. However, at any time before that date, the Appointing Officer, in his or her sole discretion, may grant the employee the withheld step increase, to be effective on or after the first pay period following the Appointing Officer’s decision, with no retroactive payment allowed.

Deputy Probation Officers’ Association (Article III.S. Seniority Increments, ¶¶ ) An employee’s salary anniversary date shall be unaffected by this provision. In administering this subsection (a), the City affirms its commitment to a meaningful employee performance evaluation and notice process.

SEIU, Local 790 Staff & Per Diem Nurses (Article IV, ¶523 Developmental Plans) If a nurse fails to successfully complete a developmental plan as outlined above, management shall have the option of: 1) extending the developmental plan, subject to the provisions of the paragraph above; 2) delaying a step increase until successful completion of the plan, at which point the step increase shall be implemented and the anniversary date shall remain unchanged; 3) discipline, up to and including dismissal. Any determination to delay a step increase or to initiate disciplinary action for failure to successfully complete a developmental plan shall trigger notification to the Union and shall be grievable pursuant to the provisions of Section I.L. of this Agreement.

Teamsters, Local 856 Supervising Nurses Employees shall receive step increases subject to a “competent and effective” or “meets standards” performance evaluation rating in clinical areas.