ARTICLE 1
RECOGNITION OF BARGAINING UNIT


1.01 Recognition of Bargaining Unit
This Agreement is entered into by the employee organization of the bargaining unit, affiliated as Local 23 of United Transportation Union, hereinafter referred to as the Union and the Santa Cruz Metropolitan Transit District, hereinafter referred to as the District.

Pursuant to District rules, regulations, ordinances and resolutions, the District has certified the Union as the exclusive recognized employee organization of the bargaining unit, consisting of all employees as identified in Article 9. The District further recognizes the Union pursuant to California State Utilities Code Section 98167, as the exclusive representative for the purpose of bargaining collectively with respect to wages, hours, working conditions and other conditions of employment for all Bus Operators of the District within the bargaining unit defined in this Agreement.

The employee organization is affiliated as Local 23 of the United Transportation Union. If the recognized employee organization elects at any time during the life of this Agreement to change its affiliation, the organization may exercise that option in accordance with applicable State Law and District rules, regulations, ordinances and resolutions. Upon receipt of certified affiliation election results, the Board of Directors will meet and shall grant, within thirty days, recognition to the new employee organization.

1.02 Employee Defined
A. The term "employee" wherever used herein, whether singular or plural, means and applies only to those employees of the District included within this bargaining unit, and that this Agreement covers only these employees.

B. The term "Operator", wherever used herein in reference to employees covered by this Agreement, shall mean "employee" as defined in 1.02A above.

C. Words appearing in the female gender include the male gender and words appearing in the male gender shall include the female gender.

1.03 Non Discrimination
The District and the Union agree that no employee shall be discriminated against on account of Union membership, non-membership, race, ancestry, religion, national origin, age, sex, sexual orientation, color, marital status, medical condition, or disability, or for any other unlawful reason, except where physical capability is a bona fide occupational qualification and reasonable accommodation as required by State and Federal Law cannot be made. The Union agrees to work with District Management to provide reasonable accommodation to an employee as may be required under the Americans with Disabilities Act. This section of the Agreement shall not be construed to conflict with the employee qualification provisions appearing elsewhere in this Agreement.

1.04 Non-Discrimination in Promotion
No employee shall be discriminated against for promotional purposes on account of Union membership, non-membership, race, ancestry, religion, national origin, age, sex, sexual orientation, color, marital status, medical condition, or disability, or for any other unlawful reason, except where physical capability is a bona fide occupational qualification and reasonable accommodation as required by State and Federal Law cannot be made.

1.05 Union Membership
The Union recognizes that no employee is required to join the Union, but that every employee has the right to choose of her own free will whether or not she will or will not join the Union.

1.06 New Employees
It is expressly agreed that in the event that the District shall engage exclusively or jointly in the providing of other types of transportation service in addition to those being provided, the District shall recognize the Union as the bargaining agent for those classifications of District employees whose functions or duties are similar to those of a Bus Operator.

Employees covered by this Agreement shall have the right of first refusal for work that is determined to be similar to the duties and functions presently being performed by Bus Operators, provided that the employees meet the qualifications outlined in Article 9.02.

In the event that there is a dispute as to whether the duties being performed by these employees are or will be similar to the functions or duties presently being performed by Bus Operators, that dispute shall be resolved in accordance with Section 98162.5 of the Public Utilities Code, District rules, ordinances and applicable State laws and regulations and these District rules and ordinances which shall remain unchanged while the dispute remains unresolved.


ARTICLE 2
PURPOSE OF AGREEMENT


The obligation that rests with the District to provide, and upon the employees of the District to render, honest and efficient service, is recognized. A spirit of cooperation between the employees and the District is essential to efficient operation, and both parties should so conduct themselves as to promote this spirit. The responsibility for success rests equally with the District and the employees. In this spirit, the District and the Union are entering into an Agreement which will:


ARTICLE 3
UNION SECURITY/DEDUCTIONS


3.01 Agency Shop
A. Each employee employed by the District in the bargaining unit covered by this Agreement on the date of ratification of this Agreement (if she has been so employed for thirty (30) days) shall be or become a member of the Union and shall remain a member in good standing unless the employee pays to the Union, in full, the initial Organizational Service Fee and continues making payments of the service fee to the Union at the time and in the manner hereinafter prescribed.

Each new employee hired on or after the date of ratification of this Agreement (or who is hired before the date of ratification but had less than thirty (30) days with the District on the date of ratification) shall within thirty-one (31) days after employment be or become a member of the Union and shall remain a member in good standing unless on or prior to the date the employee pays to the Union, in full, the initial Organizational Service Fee thereafter due at the times and in the manner hereinafter described.

The initial Organizational Service Fee shall be an amount equal to the Union's standard initiation fee plus one month's dues and any general assessments payable at the time the initial service fee is due. Thereafter the service fee shall be in an amount equal to the regular monthly dues and general assessments of members of the Union in good standing.

B. Membership in the Union, or timely payment of the initial Organizational Service Fee and subsequent service fees due, shall be a condition precedent to continued employment with the District. The employee who is obligated to pay the Organizational Service Fee shall do so in the following manner:

C. Notwithstanding paragraphs A and B, any employee who demonstrates in a manner satisfactory to the Union that she is a member of a bona fide religion, body or sect which has historically held conscientious objections to joining or financially supporting public employee organizations shall be excused from joining the Union or paying the Organizational Service Fee to the Union.

Any dispute between the Union and an employee on the interpretation of this section, including whether an employee meets the eligibility requirements for the Religious Exemption from paying dues or service fees, shall at the request of the Union or the affected employee, be decided by the final and binding arbitration under the rules of the American Arbitration Association. The employee and the Union shall each bear one half of the cost of the arbitration, including the fee of the American Arbitration Association and the arbitrator. The cost of a certified transcript of the proceedings shall be paid by the party requesting the transcription service. The District will not protest or interfere with any final and binding decision under this section.

D. In the event an employee fails to make payments as required in this Article, the Union may give written notice of the failure to pay to the District and to the affected employee setting forth the dates and amounts due the Union, any amounts paid by the employee, and enclosing a copy of this Article. In the event the notice is given, the District shall provide the employee and the Union with a Notice of Intent to Discharge. After the response deadline set in the Notice of Intent to Discharge, the Union may request in writing that the employee's employment be terminated. Upon receipt of the request, the District shall discharge the affected employee within five (5) working days of receipt of the request.

E. Employees designated by the District as supervisory, management or confidential shall be excluded from the provisions of this Section.

F. The Union shall charge a service fee equivalent to Union dues applicable to the classification covered.

G. The Union shall prepare a detailed written financial report in the form of a balance sheet and operating statement and make it available to the District, and to members of the bargaining unit annually. It is the intent of the parties that the Organizational Service Fee may be applied to all expenditures in furtherance of activities which relate to the Union's representational duties and obligations toward employees represented by the Union. If, upon examination of the Union's financial report, the District shall be of the good faith opinion that the Organizational Service Fee has been applied towards expenses outside of the intended purpose, the District may within thirty (30) days of receipt of the financial report from the Union file a written objection with the Union, setting forth the amount and nature of the expenditure objected to and the basis for the objection. The amount agreed upon, which is not expended in furtherance of the representational activities, shall be refunded to each affected employee.

3.02 Notification of Entering and Leaving
The District shall forward to the Union within five (5) days of the occurrence, the names of each person covered by this Agreement entering or leaving its employ, together with the name of the Operations Base to which assigned, and shall designate after each name the date employed or the date the employee left the service.

3.03 Entering or Leaving Military Service
The District shall also provide the Union within five (5) days of the occurrence, the name of each employee covered by this Agreement who is leaving or reentering the service of the District from military service and shall provide the dates thereof.

3.04 District to Inform and Refer Operators
The District shall inform each new Operator of the existence of this Agreement. The District shall furnish each new Operator with the name and address of the Union and refer her to the Union where a copy of this Agreement may be obtained.

3.05 Payroll Deduction of Dues and Service Fees
A. The District will, each month, deduct from wages due all sums for periodic Union dues and/or service fees, initiation fees and assessments (not including fines and penalties) payable to the Union by employees of the District performing service within the scope of this Agreement. The monies shall be remitted to the Union.

B. The designated officers or representatives of the Union shall submit to the District at least ten (10) days before the end of the payroll period, designated by the District as the period in which deductions will be made, a deduction list showing necessary detail and on a form as approved by the District.

C. No deduction shall be made from the pay of any employee for any payroll period in which the employee's net earnings for that payroll period, after all other required deductions, are less than the amount of dues to be deducted.

D. Errors in the deduction list shall be corrected by the Union by adjustment included in the subsequent deduction list furnished by the Union to the District. Questions arising as to the correctness of the amount shown on the deduction list will be handled directly with the Union by the employees. The Union's treasurer shall be authorized, after having submitted the original payroll deduction authorization, to modify deductions for changes including but not limited to dues, assessments, insurance, and the Transportation Political Education League.

3.06 Authorization for Deductions
A. For each employee from whom deductions referred to in Section 3.05 above are to be made, the Union will furnish to the District the employee's authorization to make the deductions, the authorization being directed to the District. The authorization shall be furnished to the District prior to the time the affected employee's name first appears on the deduction list referred to in Section 3.05B of this Article

B. In order to be effective for a particular month, an individual deduction authorization, or revocation thereof, must be in the actual possession of the District not later than the date established for the receipt of the regular monthly deduction list for that particular month. The District shall have the right to refuse to accept or act upon any authorization or revocation which is illegible or which is not fully or properly executed, or which fails to adequately identify the employee involved. The District shall not be responsible for failure to terminate a deduction for which it does not receive a revocation of deduction authorization on or prior to the tenth day after ratification of this Agreement.

3.07 Hold Harmless
The Union agrees that it will indemnify, defend, and save harmless the District from any and all liability arising from entering into or complying with the terms of this Article.


ARTICLE 4
UNION REPRESENTATION


4.01 Release Time for Union Representatives

The Union recognizes that the business of the District is to provide service to the public, and agrees that requests for release time from duty for Union business under this Article will not unduly inhibit the business of the District. Requests for release time must be submitted as early as possible, and not later than 11:00 A.M. of the day prior to the time requested. An employee granted release time from service as a Bus Operator to attend meetings identified within this Article shall not be disadvantaged with respect to the compensation she would have received had she worked.

A. Two Union Officers or Committee members per day will be allowed release time from duty without loss of compensation for meeting and/or negotiating with the District on matters within the scope of representation, or for attending standing joint Labor/Management committee meetings. Base Representative(s) and the Chairperson (or designee) will be released from duty without loss of compensation for time spent at the Policy and Finance meetings and District Board of Directors meetings. Base Representative(s) referred to in Article 4.02C shall be considered part of the two representatives released per day.

B. Upon request by the Union, up to five (5) Union Representatives will be allowed release time without loss of compensation for other Union purposes. If necessary, the Chair of the Committee of Adjustment will be allowed release time upon request, not subject to the time lines prescribed in the previous paragraph. The District will bill the Union (called Bill Back) for each of these requests. The Union will reimburse the District monthly for the charges. Reimbursement shall include but not be limited to wages paid, and employer contributions to PERS, State Disability Insurance, State Unemployment Insurance and any other mandatory payroll taxes. It is understood that Operators released from work under this paragraph shall not be considered under the course and scope of District employment for the purposes of Workes Compensation and other liabilities. 4.02 Union Business on District Property

4.02 Union Business on District Property

A. The District shall recognize the duly elected and/or appointed representatives of the Union. These Union representatives shall be allowed to transact Union business on the premises of the District, but at no time shall delay the scheduled work assignments of the employees. The Union representative will notify an authorized representative of the District upon entering the District facility.

B. The District shall provide desk space to the Union at each Operations base and allow the Union to install its own telephone system. The Union shall be responsible for the installation, maintenance and billing charges for that system.

C. The District shall schedule one Union designated Base Representative per weekday per Operations Base at her regular rate of pay for Union representation at disciplinary hearings, grievance hearings, Labor-Management Committee meetings, and other matters within the scope of representation. When not engaged in these activities, the Base Representative shall be available for service as a Bus Operator.

D. The Union Base Representative shall work from 9:00 A.M. to 5:00 P.M. Any changes to these general hours shall be mutually agreed upon by the Union and the District prior to each bid cycle. The Union Base Representatives shall be required to submit notice of daily changes in scheduled sign-on time and sign-off time no later than 11:00 am of the day prior to the time requested, indicating scheduled Union/District meetings. The Union shall designate one representative for each Base, except for necessary replacements for extended absences.

E. Union Base Representatives shall be the last available point Operators when not attending meetings or conferences.

The Union Base Representative shall not normally leave the Base on Union business except to attend joint Labor-Management meetings or to accompany the Operations safety representative on route or safety investigations or as authorized by the Manager of Operations.


ARTICLE 5
RATES OF PAY


5.01 Payment on Minute Basis
The following rates of pay will be calculated on a minute basis and converted for payroll purposes to fractions of an hour. It is acknowledged that minutes are currently converted to the nearest hundredth of an hour on a daily or a weekly basis.

5.02 Operator Base Wage Rates of Pay
The following base wage rates shall be in effect:

Length of Service   Step     7/08/99    7/06/00     7/05/00
After 5 years        8       $  (These sections intentionally left blank)
After 4 years        7       $
After 3 years        6       $
After 2 years        5       $
After 1 year         4       $
After 6 months       3       $
Fully qualified      2       $
Upon date of hire    1       $ (These sections intentionally left blank)

5.03 Base Wage Rates and Regular Wage Rates
For the purpose of determining an Operator's wage rate as used in this Agreement, the following two terms or categories shall apply:

A. Base wage rate: The hourly rate identified by one of the steps in this Article.

B. Regular wage rate: The hourly rate actually paid to an Operator. This rate includes all premium pay provisions such as but not limited to, bilingual pay and any other FLSA required inclusion. When more than one premium is applicable, each premium shall separately be added to the Operator's base wage rate. The Operator's regular wage rate shall be used to compute overtime.

5.04 Longevity Bonus
An Operator shall be paid a longevity bonus of $500 upon attaining ten (10) years District seniority.

5.05 Training and Probation
An Operator hired as a Bus Operator Trainee shall remain within the Bus Operator Trainee classification for a maximum of ten (10) weeks. Following successful completion of training and upon the first day of operation in revenue service, an Operator will be placed in the second pay step. An Operator will not advance beyond the second pay step until she has successfully completed probation. An Operator returning from leave who has not completed her probationary period shall not be paid at greater than the second pay step. Once an Operator has successfully completed the probationary period, her rate of pay shall be based upon length of service from her initial date of hire.

5.06 PERS
A. Classifications within the representation unit shall be enrolled in the Public Employees Retirement System (PERS), including the third level of the 1959 Survivors Benefits as allowed by PERS.

B. The District shall pay 6.0% of the 7.0% Operator share of PERS.

C. An Operator shall have a payroll deduction for an equivalent amount exceeding 3.235% of the "employer share" (determined by PERS). An Operator’s contribution of up to six percent (6%) will be applied toward the "Operator’s share".


ARTICLE 6
PROBATION


6.01 Length of Probation
The probationary period shall be a trial period during which the District is to evaluate the ability, competency, fitness, and other qualifications of an Operator to do the work for which she is employed.

A new Operator shall be on probation immediately upon date of employment and continuing for 180 calendar days. A new Operator will be considered to have completed training and advance to the next pay step when she is certified by the District for operation in revenue service without the guidance of a Supervisor or Line Instructor.

If, at the end of the normal probationary period, an Operator's performance is unsatisfactory, the probationary period may be extended an additional thirty (30) days at the discretion of the District. A new probationary Operator may be disciplined or discharged at the discretion of the Districtand without appeal rights. The new probationary Operator and the Union shall receive written notification of disciplinary action or discharge.

6.02 Probationary Operators on Leave
It is understood that any unpaid period of absence during the probationary period shall result in an equivalent extension of the probationary period. An Operator who is granted a leave of absence during her probationary period may have her probationary period extended for the same number of days that the Operator was absent on leave.

6.03 Benefits for Probationary Operators
A. An Operator on probationary status shall be entitled to receive the benefits provided by Article 10 and to accrue Annual Leave and Sick Leave, but shall not be entitled to take accrued Annual Leave until satisfactory completion of the probationary period, except for an Operator who has had previous continuous service with the District in a different classification and is serving a new probationary period. Accrual rates and accruals of benefits to be received shall be based on the original date of hire.

B. A Trainee or Probationary Operator shall be entitled to holidays in accordance with Article 12.

C. An Operator on probationary status shall receive uniforms in accordance with the provisions of Article 37.12.


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