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Meeting Transportation, Infrastructure, and Planning Subcommittee-4/19/2023 complete

2023-04-19 · Transportation, Infrastructure, and Planning Subcommittee

Items: 98

Transportation, Infrastructure, and Planning Subcommittee

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Synced: 2026-05-28 03:37 AZ

Item text
Summary
This item transmits recommendations from the Mayor and Council for appointment or
reappointment to City Boards and Commissions.

Responsible Department
This item is submitted by the Mayor's Office.




Page 13
ATTACHMENT A




To: City Council Date: April 19, 2023
From: Mayor Kate Gallego

Subject: BOARDS AND COMMISSIONS – APPOINTEES

The purpose of this memo is to provide recommendations for appointments to the
following Boards and Commissions:

Phoenix Deferred Compensation Board/Post Employment Healthcare Plan Board

City Manager Jeffrey Barton and I recommend the following for appointment:

Inger Erickson
Deputy City Manager Inger Erickson will replace Karen Peters as Chair and fulfill a
partial term to expire September 30, 2024.

Public Safety Personnel Retirement System Local Fire Pension Board/Public
Safety Personnel Retirement System Local Police Board

I recommend the following for appointment:

Scott Steventon
Mr. Steventon is the City of Phoenix Retirement Program Administrator. He will serve in
an ex-officio position for a term to expire June 30, 2026.




Page 14



Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Crazy Girls Cabaret

Request for a liquor license. Arizona State License Application 06070604.

Summary

Applicant
Jeffrey Oursland, Agent

License Type
Series 6 - Bar

Location
1926 W. Deer Valley Road
Zoning Classification: C-3 DVAO
Council District: 1

This request is for an acquisition of control of an existing liquor license for a topless
bar. This location is currently licensed for liquor sales.

The 60-day limit for processing this application is April 25, 2023.

Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.

Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
State of Arizona. This information is listed below and includes liquor license violations
on file with the AZ Department of Liquor Licenses and Control and, for locations within
the boundaries of Phoenix, the number of aggregate calls for police service within the
last 12 months for the address listed.

Rush Gentlemen's (Series 6)
910 N. McClintock Drive, Tempe
Calls for police service: N/A - not in Phoenix


Page 15

Liquor license violations: In May 2021, a fine of $1,500 was paid for failing to comply
with Title IV.

Dirty's Topless Bar & Patio (Series 6)
3308 Grand Ave., Phoenix
Calls for police service: 22
Liquor license violations: In October 2020, a fine of $7,500 was paid for failing to
comply with the Governor's Executive Orders related to COVID-19 to cease and desist
licensed activity.

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I was born in Phoenix in 1966. I graduated from Brophy College Preparatory in 1984. I
graduated from Northern Arizona University in 1989 with a Finance degree. I worked
for the government as a FDIC Bank Examiner for approximately one year after
graduating from NAU. After which, I worked for myself buying and selling Real Estate
for my personal Investment portfolio. To date, I have accumulated over 50 rental
properties that I self manage in Phoenix, Mesa and Tempe. I work with many of the low
income housing programs offered through the City of Phoenix and Tempe by helping
families qualify to rent my properties. In November of 2010, I purchased a 16.5 percent
interest in the Candy Store. I was found to be capable, reliable and qualified to be
added as an owner to the Candy Store's Liquor license. I was also vetted by the City
Council members and Liquor Department at the time. The Candy Store has a very
clean record with no liquor violations in the past 10 years. I also currently have over 10
years of Adult Use experience helping the other owners manage the Candy Store. In
March of 2017, I purchased 25 percent of Centerfolds Cabaret. Centerfolds Cabaret
also has Adult use, but does not currently have an active liquor license. I am one of
two Co-managing members that operate Centerfolds Cabaret. We have been open for
over three years with no violations. I addition, I have had three more years of Adult
Use managing this business. In February of 2021, I received approval for a new liquor
license at Crazy Girls Cabaret located 1926 W. Deer Valley Road, Phoenix, AZ 85027.
Crazy Girls Cabaret has a very clean record with no liquor violations. In June of 2022, I
received approval for a new liquor license at Rush Gentlemen's Club located at 910
North McClintock Drive Tempe, AZ 85281. I am active in neighborhood and civil events


Page 16

and consider myself a good citizen of Phoenix. I am a responsible business man. I am
capable, reliable and qualified to be on another liquor license. I have completed both
Basic and Management Title 4 Training. Crazy Girls Cabaret is an established
business. This change is strictly to remove one member and add on a new member.
Business operations will remain the same.”

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 17



Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Streets of New York #31

Request for a liquor license. Arizona State License Application 233075.

Summary

Applicant
Theresa Morse, Agent

License Type
Series 12 - Restaurant

Location
1985 W. Happy Valley Road, Ste. 105
Zoning Classification: Approved C-2 DVAO
Council District: 1

This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.

The 60-day limit for processing this application is April 28, 2023.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
applicant in the State of Arizona.


Page 18


Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I am the owner of numerous Streets of New York store that sell alcoholic beverages. I
ensure there is a manager on premise who is trained in Arizona Liquor Law to prevent
sales to underage and obviously intoxicated customers.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“The location on Happy Valley Road had a liquor license however, I took over the
location under the Corporation as opposed to a franchise. Therefore, this location has
already been serving food and alcoholic beverages to the community. As a corporate
store, our policies and procedures will be more strict. I am looking forward to serving
residents in another Phoenix location.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Streets of New York #31
Liquor License Map - Streets of New York #31

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 19
Liquor License Data: STREETS OF NEW YORK #31
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 1 1

Wholesaler 4 1 0

Bar 6 1 0

Beer and Wine Bar 7 3 2

Liquor Store 9 3 2

Beer and Wine Store 10 4 0

Hotel 11 3 1

Restaurant 12 22 2



Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 58.23 57.59 51.06

Violent Crimes 11.14 2.83 4.24

*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data

Description Average 1/2 Mile Average

Parcels w/Violations 51 5

Total Violations 90 13



Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

6123001 2199 54 6 5

Average 0 61 13 19




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Liquor License Map: STREETS OF NEW YORK #31
1985 W HAPPY VALLEY RD




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Date: 3/1/2023
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City Clerk Department
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Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Wineot

Request for a liquor license. Arizona State License Application 07070748.

Summary

Applicant
Terry Gardona, Agent

License Type
Series 7 - Beer and Wine Bar

Location
30835 N. Cave Creek Road, Ste. 125
Zoning Classification: C-1 PCD
Council District: 2

This request is for an ownership and location transfer of a liquor license for a beer and
wine bar. This location was previously licensed for liquor sales and does not have an
interim permit.

The 60-day limit for processing this application is April 23, 2023.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.




Page 22

Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“Of our prior experience and training, in addition to successfully completing basic and
Management Title 4 liquor training. We have hired former DLLC detective Keith Turner
to assist in our application.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“There was a previous business in this location which was of the same license type
and business model. Our new business will be operated professionally and by the
owners, therefore being able to better facilitate the highest quality of service and
enforcement of the city and state laws and rules.”

Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.

Attachments
Liquor License Data - Wineot
Liquor License Map - Wineot

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Liquor License Data: WINEOT
Liquor License

Description Series 1 Mile 1/2 Mile

Wholesaler 4 1 1

Bar 6 1 1

Beer and Wine Bar 7 2 1

Liquor Store 9 4 0

Beer and Wine Store 10 3 1

Restaurant 12 7 5

Craft Distiller 18 1 1


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 58.23 6.92 8.91

Violent Crimes 11.14 0.47 1.06

*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data

Description Average 1/2 Mile Average

Parcels w/Violations 51 4

Total Violations 90 9




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Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

6125001 1635 92 5 11

6126001 802 85 34 6

6126002 1050 94 23 3

6127001 1486 95 3 8

6127002 966 93 10 0

6130002 1447 94 3 0

Average 0 61 13 19




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Liquor License Map: WINEOT
30835 N CAVE CREEK RD




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Date: 2/27/2023
0 0.2 0.4 0.8 1.2 1.6
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City Clerk Department
Page 26



Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Lovecraft Beer Shop and Ale House

Request for a liquor license. Arizona State License Application 232579.

Summary

Applicant
Rebecca Golden, Agent

License Type
Series 12 - Restaurant

Location
3128 E. Cactus Road
Zoning Classification: C-2
Council District: 3

This request is for a new liquor license for a restaurant. This location is currently
licensed for liquor sales with a Series 6 liquor license and does not have an interim
permit.

The 60-day limit for processing this application is April 25, 2023.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the


Page 27

State of Arizona. This information is listed below and includes liquor license violations
on file with the AZ Department of Liquor Licenses and Control and, for locations within
the boundaries of Phoenix, the number of aggregate calls for police service within the
last 12 months for the address listed.

Lovecraft Beer Shop and Ale House (Series 6)
3128 E. Cactus Road, Phoenix
Calls for police service: 10
Liquor license violations: In February 2019, a fine of $2,500 was paid for failure to
request ID from an underage buyer and for selling, giving or furnishing an underage
person with alcohol.

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I have held several Arizona liquor licenses from 2011 to date without any incident. I
am Title 4 Manager certified and understand the responsibility of a liquor license.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Lovecraft currently operates as a restaurant, and will continue to provide an upscale
dining location to an up and coming neighborhood.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Lovecraft Beer Shop and Ale House
Liquor License Map - Lovecraft Beer Shop and Ale House

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 28
Liquor License Data: LOVECRAFT BEER SHOP AND ALE HOUSE


Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 4 4

Beer and Wine Bar 7 2 1

Liquor Store 9 5 1

Beer and Wine Store 10 7 5

Restaurant 12 6 2


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 58.75 102.07 75.26

Violent Crimes 11.25 11.09 9.23

*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data

Description Average 1/2 Mile Average

Parcels w/Violations 51 89

Total Violations 90 122




Page 29
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1034001 1544 82 0 6

1035021 1498 61 5 10

1035023 1511 71 2 17

1035025 1744 70 0 4

1048021 941 84 0 4

1048022 1874 40 0 8

1049003 2131 84 6 2

Average 0 61 13 19




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Liquor License Map: LOVECRAFT BEER SHOP AND ALE HOUSE
3128 E CACTUS RD




Ü
Date: 3/7/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 31



Report

Supporting documents

No supporting documents stored.


View on Agenda Online ↗

Item text
Liquor License - Lovecraft Beer Shop and Ale House

Request for a liquor license. Arizona State License Application 232582.

Summary

Applicant
Rebecca Golden, Agent

License Type
Series 7 - Beer and Wine Bar

Location
3128 E. Cactus Road
Zoning Classification: C-2
Council District: 3

This request is for a new liquor license for a beer and wine bar. This location is
currently licensed for liquor sales with a Series 6 liquor license and does not have an
interim permit.

The 60-day limit for processing this application is April 25, 2023.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the


Page 32

State of Arizona. This information is listed below and includes liquor license violations
on file with the AZ Department of Liquor Licenses and Control and, for locations within
the boundaries of Phoenix, the number of aggregate calls for police service within the
last 12 months for the address listed.

Lovecraft Beer Shop and Ale House (Series 6)
3128 E. Cactus Road, Phoenix
Calls for police service: 10
Liquor license violations: In February 2019, a fine of $2,500 was paid for failure to
request ID from an underage buyer and for selling, giving or furnishing an underage
person with alcohol.

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“I have held several Arizona liquor licenses from 2011 to date without any incident. I
am Title 4 Manager certified and understand the responsibility of a liquor license.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Lovecraft currently operates as a restaurant, and will continue to provide an upscale
dining location to an up and coming neighborhood.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Lovecraft Beer Shop and Ale House
Liquor License Map - Lovecraft Beer Shop and Ale House

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 33
Liquor License Data: LOVECRAFT BEER SHOP AND ALE HOUSE


Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 4 4

Beer and Wine Bar 7 2 1

Liquor Store 9 5 1

Beer and Wine Store 10 7 5

Restaurant 12 6 2


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 58.75 102.07 75.26

Violent Crimes 11.25 11.09 9.23

*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data

Description Average 1/2 Mile Average

Parcels w/Violations 51 89

Total Violations 90 122




Page 34
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1034001 1544 82 0 6

1035021 1498 61 5 10

1035023 1511 71 2 17

1035025 1744 70 0 4

1048021 941 84 0 4

1048022 1874 40 0 8

1049003 2131 84 6 2

Average 0 61 13 19




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Liquor License Map: LOVECRAFT BEER SHOP AND ALE HOUSE
3128 E CACTUS RD




Ü
Date: 3/7/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 36



Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Special Event - Laveen Youth Football Association

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Richard Lewis-Goodall

Location
4344 W. Indian School Road, Ste. 100
Council District: 5

Function
Concert and Dance

Date(s) - Time(s) / Expected Attendance
June 9, 2023 - 8 p.m. to 2 a.m. / 700 attendees
June 10, 2023 - 8 p.m. to 2 a.m. / 700 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 37



Report

Supporting documents

No supporting documents stored.


View on Agenda Online ↗

Item text
Liquor License - Special Event - Madison Camelview Parent Teacher
Organization, Inc. (PTO)

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Margaret Dodd

Location
5601 N. 16th St.
Council District: 6

Function
Silent Auction

Date(s) - Time(s) / Expected Attendance
April 29, 2023 - 6 p.m. to 10:15 p.m. / 350 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 38



Report

Supporting documents

No supporting documents stored.


View on Agenda Online ↗

Item text
Liquor License - Ajo Al's Mexican Cafe

Request for a liquor license. Arizona State License Application 233590.

Summary

Applicant
Patrick Dains, Agent

License Type
Series 12 - Restaurant

Location
5101 N. 16th St.
Zoning Classification: C-2
Council District: 6

This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.

The 60-day limit for processing this application is May 2, 2023.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.


Page 39


Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“We have operated the business for the last 28 years with a liquor license.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“We will employ multiple people to the business and have a full servic restaurant for
people to eat and drink at.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Ajo Al's Mexican Cafe
Liquor License Map - Ajo Al's Mexican Cafe

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 40
Liquor License Data: AJO AL'S MEXICAN CAFE
Liquor License

Description Series 1 Mile 1/2 Mile

Wholesaler 4 2 2

Bar 6 4 1

Beer and Wine Bar 7 7 2

Liquor Store 9 5 3

Beer and Wine Store 10 13 4

Hotel 11 1 0

Restaurant 12 44 12


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 58.75 16.26 2.65

Violent Crimes 11.25 3.21 2.01

*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data

Description Average 1/2 Mile Average

Parcels w/Violations 51 49

Total Violations 90 87




Page 41
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1076021 1311 82 0 6

1076022 1734 54 18 3

1077002 738 57 10 8

1077003 457 26 26 16

1077004 526 77 27 21

1077005 736 14 6 4

1085011 1023 33 6 13

1085012 1416 74 21 4

1085024 549 43 31 15

1086021 790 37 38 22

Average 0 61 13 19




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Liquor License Map: AJO AL'S MEXICAN CAFE
5101 N 16TH ST




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Date: 3/7/2023
0 0.2 0.4 0.8 1.2 1.6
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City Clerk Department
Page 43



Report

Supporting documents

No supporting documents stored.


View on Agenda Online ↗

Item text
Liquor License - Little O's On Central

Request for a liquor license. Arizona State License Application 232498.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 12 - Restaurant

Location
8525 N. Central Ave.
Zoning Classification: R1-6 HCRO
Council District: 6

This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and does not have an interim permit. This business is
currently under construction with plans to open in May 2023.

The 60-day limit for processing this application is April 24, 2023.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the


Page 44

State of Arizona. This information is listed below and includes liquor license violations
on file with the AZ Department of Liquor Licenses and Control and, for locations within
the boundaries of Phoenix, the number of aggregate calls for police service within the
last 12 months for the address listed.

Little O's (Series 12)
521 W. McDowell Road, Phoenix
Calls for police service: 11
Liquor license violations: None

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“Currently own another successful location in Phoenix. Will continue to ensure our
employees are Title 4 liquor law trained.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This is a laid back casual restaurant with flavorful food. A place to bring the
neighborhood together.”

Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.

Attachments
Liquor License Data - Little O's On Central
Liquor License Map - Little O's On Central

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 45
Liquor License Data: LITTLE O'S ON CENTRAL
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 1 0

Bar 6 3 0

Beer and Wine Bar 7 2 1

Liquor Store 9 3 1

Beer and Wine Store 10 8 3

Restaurant 12 8 4

Club 14 1 0


Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 58.23 106.42 119.42

Violent Crimes 11.14 20.48 27.7

*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data

Description Average 1/2 Mile Average

Parcels w/Violations 51 47

Total Violations 90 88




Page 46
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1046002 1676 20 20 39

1046003 1165 68 20 35

1052002 1702 63 7 23

1052003 1140 66 15 17

1053001 1959 84 11 9

1053002 1704 34 25 42

1053003 1205 96 9 0

Average 0 61 13 19




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Liquor License Map: LITTLE O'S ON CENTRAL
8525 N CENTRAL AVE




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Date: 2/27/2023
0 0.2 0.4 0.8 1.2 1.6
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Item text
Liquor License - Pizza Hut #41008

Request for a liquor license. Arizona State License Application 232617.

Summary

Applicant
Theresa Morse, Agent

License Type
Series 10 - Beer and Wine Store

Location
3220 E. Baseline Road, Ste. 126
Zoning Classification: C-1 BAOD
Council District: 8

This request is for a new liquor license for a beer and wine store. This location was not
previously licensed for liquor sales and does not have an interim permit. This business
has plans to open in May 2023.

The 60-day limit for processing this application is April 24, 2023.

Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.

Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the


Page 49

applicant in the State of Arizona.

Public Opinion
No protest or support letters were received within the 20-day public comment period.

Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“The owners have extensive experience owning and managing liquor licensed
establishment in AZ and other states. All employees and owners are familiar with
current liquor laws and are required to take liquor law classes. The owners primary
purpose is to provide a safe environment for families whether dining in or simply take-
out pizza. The owners have area coaches to provide oversight to all establishments
and will comply with all city, county and state laws”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This business a beer and wine store with restaurant food to go which will service the
local community for pick up or delivery of orders through trained employees. The
company policy is very strict to ensure no person underage or obviously intoxicated is
sold any alcoholic beverage. There will not be any consumption of alcohol on site or on
an adjacent property to conform with Arizona Liquor Law.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Pizza Hut #41008
Liquor License Map - Pizza Hut #41008

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 50
Liquor License Data: PIZZA HUT #41008
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 3 1

Liquor Store 9 1 0

Restaurant 12 5 2



Crime Data

Description Average * 1 Mile Average ** 1/2 Mile Average***

Property Crimes 58.23 35.35 60.82

Violent Crimes 11.14 5.14 8.06

*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius



Property Violation Data

Description Average 1/2 Mile Average

Parcels w/Violations 51 7

Total Violations 90 9



Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1162032 2507 37 28 11

1162033 1381 79 23 5

1167041 2046 35 19 4

1167042 2012 71 13 9

1167331 388 71 0 0

Average 0 61 13 19




Page 51
Liquor License Map: PIZZA HUT #41008
3220 E BASELINE RD




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Date: 2/27/2023
0 0.2 0.4 0.8 1.2 1.6
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Page 52




PAYMENT ORDINANCE (Ordinance S-49567) (Items 12-21)
Ordinance S-49567 is a request to authorize the City Controller to
disburse funds, up to amounts indicated below, for the purpose of
paying vendors, contractors, claimants and others, and providing
additional payment authority under certain existing city contracts. This
section also requests continuing payment authority, up to amounts
indicated below, for the following contracts, contract extensions and/or
bids awarded. As indicated below, some items below require payment
pursuant to Phoenix City Code Section 42-13.

12 Angels on Patrol
For $25,000 in payment authority to support the Angels on Patrol
Program. The program provides direct and immediate aid to crime victims
and residents who are experiencing crisis situations, upon
recommendation by an on-duty police officer. The program is unique in
that it provides immediate response, often within two hours of request,
and has been proven effective at providing added stability to Phoenix
residents. Funding will be provided by the City Council District 6 Office.

13 Public Safety Personnel Retirement System
For $89,350 in annual payment authority to purchase the Fiscal Year
2023-24 employer cost of the Firefighter and Peace Officer Cancer
Insurance Policy program for the Fire Department.

14 United Phoenix Firefighters Association
For $300,000 in annual payment authority for the Employee Wellness and
Assistance program for Fiscal Year 2023-24 for the Fire Department. The
program provides employee assistance and professional services to Fire
employees and their family members, and is part of the Memorandum of
Understanding.




Page 53

15 Industrial Commission of Arizona
For $97,230 in payment authority for the Human Resources Department
to pay taxes to the Industrial Commission of Arizona for Workers
Compensation injuries. The City of Phoenix has been self-insured for
Workers Compensation injuries since 2003 and taxes are due quarterly
based on premiums that would have been paid by an employer if the
employer had been fully insured by a Workers Compensation insurance
carrier.
16 American Society of Composers, Authors and
Publishers dba ASCAP
For $55,000 in payment authority to purchase annual music licenses for
the Parks and Recreation Department. The license allows copyrighted
music to be played at all City parks and facilities. The payment authority is
for calendar years 2023 through 2027.
17 Active Network, LLC
For $12,125 in payment authority for the Parks and Recreation
Department to purchase 25 total Honeywell Genesis 7680G Scanners to
scan membership card barcodes. Scanning membership cards allows for
tracking the number of visitors in centers for reporting purposes.
Currently, seven of the existing 19 scanners are not working and are
irreparable. All scanners must be replaced because the existing older
scanners and the new scanners will not work on the same upgraded
technology.
18 Global Music Rights, LLC
For $55,000 in payment authority to purchase annual music licenses for
the Parks and Recreation Department. The license allows copyrighted
music to be played at all City parks and facilities. The payment authority is
for calendar years 2023 through 2027. The license will be renewed and
paid annually.
19 Ghaster Painting & Coating Inc.
For $13,015 in payment authority for the purchase of exterior painting
services for the Parks and Recreation Department for the Phoenix Center
for the Arts. The Parks and Recreation Department has an operating
agreement with the Phoenix Center for the Arts for the management and
operation of the facility, located at 1202 N. 3rd St. Ghaster Painting &


Page 54

Coating Inc. was hired by the Phoenix Center for the Arts to perform the
exterior painting of the City-owned facility.

20 Grate Solutions Company Inc. and Neenah Foundry
Company
For $75,000 in payment authority for two new contracts with Grate
Solutions Company Inc. and Neenah Foundry Company, entered on or
about June 1, 2023, for a term of two years for storm drain/catch basin
grates and frames for the Street Transportation Department. The Street
Maintenance Division is responsible for maintaining the City's roadways,
including flooded streets, clogged storm drains, and wash maintenance.
Replacement storm drain grates and frames are needed to repair various
storm sewer inlets throughout the City due to damage and/or wear and
tear. Each contract will have $37,500 in payment authority and capacity.

21 Settlement of Claim(s) Vannan v. City of Phoenix
To make payment of up to $75,000 in settlement of claim(s) in Vannan v.
pursuant to Phoenix City Code Chapter 42. This is a settlement of a claim
involving a dog bite incident with the Police Department on Dec. 13, 2021.




Page 55



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Item text
Public Comment on Proposed MOU Between City of Phoenix and Laborers'
International Union of North America, LIUNA Local 777 (Unit 1)

Request for City Council to receive public comment on the terms of the proposed
Memorandum of Understanding (MOU) with the Laborers' International Union of North
America, LIUNA Local 777 (Unit 1).

Section 2-218 (G) of the Meet and Confer section in the City Code provides that a
proposed MOU be filed with the City Clerk following its ratification by the employee
organization and, "At the earliest practicable date thereafter the City Council of the City
of Phoenix shall provide on its agenda an opportunity for public comment on the terms
of the Memorandum of Understanding prior to the Council acting thereon."

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.




Page 56
ATTACHMENT A




MEMORANDUM OF UNDERSTANDING

2023 – 2024

BETWEEN

LABORERS' INTERNATIONAL UNION

OF NORTH AMERICA,

LOCAL 777, AFL-CIO

AND

CITY OF PHOENIX

REPRESENTING FIELD UNIT I EMPLOYEES





Page 57
TABLE OF CONTENTS

ARTICLE 1: RIGHTS ................................................................................................................................ 5

Section 1-1. Purpose ........................................................................................................................... 5

Section 1-2. Recognition ................................................................................................................... 5

Section 1-3. City and Department Rights ...................................................................................... 6

Section 1-4: Union Rights .................................................................................................................. 6

Section 1-5. Rights of Unit Employees......................................................................................... 14

Section 1-6. Prohibition of Strikes and Lockouts...................................................................... 21

Section 1-7. New Positions / Classifications .............................................................................. 21

ARTICLE 2: GRIEVANCE / ARBITRATION / LABOR MANAGEMENT ....................................... 22

Section 2-1. Grievance Procedure ................................................................................................. 22

Section 2-2. Labor-Management Committee .............................................................................. 26

Section 2-3. Bargaining Unit Work ................................................................................................ 27

Section 2-4. Health and Safety Committee .................................................................................. 28

Section 2-5. Public Outreach & Public/Employee Safety Cross Training ........................... 29

Section 2-6. Laborers’ Apprenticeship Projects ........................................................................ 30

ARTICLE 3: COMPENSATION / WAGES .......................................................................................... 31

Section 3-1. Wages ............................................................................................................................ 31

Section 3-2. Productivity Enhancement Pay ............................................................................. 32

Section 3-3. Overtime ........................................................................................................................ 33

Section 3-4. Call-Out Pay ................................................................................................................. 35

Section 3-5. Out-Of-Class Pay ........................................................................................................ 36

Section 3-6. Pesticide Applicator Differential ............................................................................. 37

Section 3-7. Shift Differential Pay .................................................................................................. 37

Section 3-8. Weekend Shift Differential Pay ............................................................................... 38

Section 3-9. Stand-By Pay ............................................................................................................... 38



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Section 3-10. Show-Up Time ........................................................................................................... 38

Section 3-11. Jury Duty Pay ............................................................................................................ 39

Section 3-12. Deferred Compensation Program ........................................................................ 40

Section 3-13. Sick Leave Conversion at Retirement................................................................. 40

ARTICLE 4: HOURS OF WORK / WORKING CONDITIONS ......................................................... 40

Section 4-1. Hours of Work.............................................................................................................. 40

Section 4-2. Rest and Lunch Periods ........................................................................................... 42

Section 4-3. Clean-Up Time ............................................................................................................. 43

Section 4-4. Seniority ........................................................................................................................ 43

Section 4-5. Transfer Program........................................................................................................ 43

Section 4-6. CDL Renewal ............................................................................................................... 44

ARTICLE 5: BENEFITS.......................................................................................................................... 44

Section 5-1: Employee Assistance ................................................................................................ 44

Section 5-2: Health and Dental Insurance ................................................................................... 44

Section 5-3: Life Insurance .............................................................................................................. 45

Section 5-4. Long Term Disability Insurance.............................................................................. 46

Section 5-5. Holidays, Vacation Pay, Family Leave, and Leave Donations ........................ 46

Section 5-6. Tuition Reimbursement ............................................................................................ 49

ARTICLE 6: MISCELLANEOUS ........................................................................................................... 50

Section 6-1. Saving Clause .............................................................................................................. 50

Section 6-2. Copies of MOU ............................................................................................................ 50

Section 6-3. Aid to Construction of Provisions of MOU .......................................................... 50

Section 6-4. Part-Time Employees ................................................................................................ 51

Section 6-5. Term and Effect of MOU............................................................................................ 51





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PREAMBLE
Whereas the well-being and morale of employees of the City are benefited by providing
employees an opportunity to participate in the formulation of policies and practices
affecting the wages, hours and working conditions of their employment; and

Whereas the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter “Memorandum”) are not intended to abrogate the authority
and responsibility of City government provided for under the statutes of the State of
Arizona or the charter or ordinances of the City except as expressly and lawfully modified
herein; and

Whereas the parties agree that the Phoenix Employment Relations Board (PERB) unit
certification reflects that there exists a clear and identifiable community of interest among
employees covered by this Memorandum; and

Whereas the parties, through their designated representatives, met and conferred in good
faith pursuant to the Meet and Confer Ordinance in order to reach agreement concerning
wages, hours, and working conditions of employees in Field Unit I; and

Whereas it is understood by the parties that any hours or fractions of hours spent outside
the employee's work shift in pursuit of rights and benefits provided by this Memorandum,
shall not be counted as hours or time worked for the purpose of calculating and paying
overtime;

Now therefore, the City of Phoenix, hereinafter referred to as the "City" and Laborers’
International Union of North America, Local 777, AFL-CIO, hereinafter referred to as the
"Union", having reached this complete agreement concerning wages, hours and working
conditions for the term specified, the parties submit this Memorandum to the City Council
of the City of Phoenix with their joint recommendation that the body resolve to adopt its
terms.





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ARTICLE 1: RIGHTS

Section 1-1. Purpose

It is the purpose of this Memorandum of Understanding (hereinafter "MOU") to continue
and maintain harmonious relations, cooperation and understanding between the City and
its employees; and to set forth the full and entire understanding of the parties reached as
a result of good faith meeting and conferring regarding wages, hours, terms and
conditions of employment of the employees covered hereby, which understanding the
parties intend jointly to submit and recommend for approval and implementation to the
Mayor and City Council.



Section 1-2. Recognition

The City of Phoenix recognizes Laborers’ International Union of North America, Local
777, AFL-CIO, (hereinafter "Union") as the sole and exclusive meet and confer agent
pursuant to the Meet and Confer Ordinance for all regular employees in positions as
certified or hereafter certified by the Phoenix Employment Relations Board (PERB) as
constituting Field Unit I. This includes the following positions in Unit I:

All regular full-time and part-time field employees employed by the following City of
Phoenix Departments: (1) City Clerk – Mail Room, (2) Human Services – Laborers, (3)
Parks & Recreation – Division Operations, Sports and Turf Management, Specialized
Maintenance, and Aquatics Division, (4) Public Transit – Minibus Operators, (5) Public
Works – Solid Waste Collections and Disposal Divisions, Landfill Operations and Transfer
Stations, and (6) Street Transportation – Street Maintenance Division, Sign
Manufacturing, Street Marking and Parking Meter Sections.

Whenever any words used herein in the masculine, feminine or neuter, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.

The City will notify the Union, in writing, 30 calendar days in advance before any new
position or classification is placed permanently within Unit 1. The parties agree to consult
on the inclusion or exclusion of new classification(s) in Unit I and will thereafter refer any
such matter to PERB for appropriate action.

If any conflict exists between the language in the Administrative Regulations or
employment/department rule and the language of this MOU, the MOU shall prevail.


Page 61
Section 1-3. City and Department Rights

A. The Union recognizes that the City has and will continue to retain, whether exercised
or not, the sole and exclusive right to operate, administer and manage its municipal
services and work force performing those services in all respects except as expressly
modified by this MOU.

B. The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not officially and expressly modified by specific
provisions of this MOU, and such decision making shall not be in any way, directly or
indirectly, subject to the grievance procedure contained herein.

C. The exclusive rights of the City shall include, but not be limited to, the right to
determine the organization of City government and the purpose and mission of its
constituent agencies, to set standards of service to be offered to the public, and
through its management officials to exercise control and discretion over its
organization and operations, to establish and effect Administrative Regulations and
employment rules and regulations, consistent with law and the specific provisions of
this MOU to direct its employees, to take disciplinary action for just cause, to relieve
its employees from duty because of lack of work or for other legitimate reasons, to
determine the methods, means and personnel by which the City's services are to be
provided, including the right to schedule and assign work and overtime, and to
otherwise act in the interest of efficient service to the community. Nothing herein shall
be construed to diminish the rights of the City under the Meet and Confer Ordinance.



Section 1-4: Union Rights

A. No employee shall suffer reprisal for the exercise of rights granted by this MOU.

B. Union Release

The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and LIUNA Local 777 have negotiated
full-time release positions, and release hours, as an efficient and readily available
point of contact for addressing labor-management concerns. Examples of work
performed by the release positions in support of the City include ensuring
representation for unit employees during administrative investigations and
grievance/disciplinary appeal meetings with management; participating in
collaborative labor-management initiatives that benefit the City and the unit
employees; serving on City and departmental task forces and committees; facilitating


Page 62
effective communication between City and Department management and unit
employees; assisting unit employees in understanding and following work rules; and
administering the provisions of the Memorandum of Understanding. The cost to the
City for these release positions, including all benefits, has been charged as part of the
total compensation contained in this agreement in lieu of wages and benefits.

1. Full-Time Release Positions

Three (3) persons designated as official full-time release Union representative for
the unit shall be allowed up to 2,080 work hours for each representative per MOU
year to engage in lawful Union activities pursuant to and consistent with this MOU.
The full-time release positions agree to be bound by all City rules and regulations.
Time used for this purpose in excess of 2,080 hours for each representative shall
be at the expense of the Union and the Union shall reimburse the City at the
employee's hourly rate of pay. The City will pay the employee's full-time fringe
benefits.

The Union shall notify Labor Relations and the appropriate Human Resources
Liaison 5 working days in advance when requesting release time for the above
official designated Union representatives.

The Union will submit quarterly reports to the Labor Relations Division documenting
the regular work schedules of the release positions and any leave used during the
quarter.

Upon return from full-time release, the official Union representative shall be
reinstated to their original location/yard and schedule. If the previous location is no
longer available, then the employee will have their choice of location/yard and
schedule based on availability and operational need as determined by the
department. Once at the location/yard the employee will, if applicable, receive an
available assignment of route, truck and partner. They will then have an opportunity
to participate in the next future transfer process in accordance with the department’s
transfer policy. In addition, any approved leave time the employee had scheduled
prior to their return to their department shall be honored by the department.

The City will provide 3 parking cards to the Union.

2. Union Stewards

The Union may designate 45 Union members as stewards and shall notify the Labor
Relations Administrator of such designations. There shall be no obligation on the
City to change or adjust normal departmental scheduling or assignments of
personnel as a result of such designations. Such designations shall be made from



Page 63
amongst Union members regularly working at the job sites within the proximate
geographic area where they are intended to provide representation. The Union shall
endeavor to be equitable in the distribution of its stewards.

a) One such representative from the Grievant’s home department may, after the
Grievant and the supervisor were unable to resolve the matter informally (Article
2, Section 2-1-A), when the Union is designated by a Grievant as his
representative, attend mutually scheduled grievance meetings and hearings
with department representatives without loss of pay or benefits. Paid release
time used for any other purpose, such as gathering information, interviewing the
grievant or witnesses, or preparing a presentation shall be charged against the
bank of Union release hours (Section 1-4 D).

b) City employees who are on duty and are, either witnesses, charging parties,
appellants or grievants and the shop steward representing any such employee
from the employee’s home department, may attend grievance, Civil Service,
Phoenix Employment Relations Board (P.E.R.B.) and department Accident
Review Board meetings on City time provided 1) it is for their particular case
which is either scheduled or on the public meeting agenda for that date and time
and 2) Once a witness testimony has been concluded, or if a grievant, charging
party or appellant once that agenda item has been completed or the grievance
meeting concluded, unless they have made other arrangements in advance with
their immediate supervisors approval, they will promptly return to work.
Management reserves the right to restrict the number of witnesses who can be
off of the job at any one time but will cooperate in rotating witnesses from the
workplace so as to minimize the impact to operations and service to the public.
For group grievances the group will be allowed to select no more than two non-
witness grievant representatives to attend the proceeding. These do not have
to be the same group grievant representative for each step or meeting of the
entire proceeding. As a matter of courtesy, employees will give management as
much notice as possible.

c) Union designated representatives shall be admitted to the buildings and
grounds of the City for the purpose of assisting in the adjustment of grievances
and other official Union business, so long as such will not, in any manner,
interfere with any work operation or the safety and security of any work site.
Such representative will check in with the supervisor involved and will be
required to conform with the operational and safety regulations and procedures
as directed by the supervisor.





Page 64
3. Bank of Union Release Hours

The Union will be allowed, subject to operational and scheduling factors and 4
working days advance request in each instance, a unit total of 4,287.25 hours paid
release time in a bank of release hours per M.O.U. year. Requests for release time
shall be submitted to the Labor Relations Administrator and approval of release
time hereunder shall not be arbitrarily withheld. The cost to the City for these
release hours, including fringe, has been charged as part of the total compensation
contained in this agreement in lieu of wages and benefits. Examples of how these
hours are used by the Union include:

• For Executive Board members to attend meetings of the Executive Board,
meetings of the general membership, and for preparation for negotiations.

• For stewards to provide representation when a steward from the employee’s
home department or a full-time release employee is unavailable.

• For a second representative to attend a grievance or investigative meeting.

• For authorized representatives to attend Union conferences, meetings,
seminars, training classes and workshops so that representatives better
understand issues such as City policies and practices, conflict resolution, labor-
management partnerships, and methods of effective representation.

• For authorized representatives to research and prepare for grievance meetings
and disciplinary hearings.

• For authorized representatives to educate and communicate with unit
employees in support of City policies and programs, and participate in City
partnerships.

Only one representative may be released from the same work group at the same
time. No representative will be permitted to use more than 420 hours of release
time from the bank of hours in any one MOU year.

Any hours used in excess of the bank of Union release hours must be approved by
the Labor Relations Administrator and the LIUNA Local 777 Lead Business
Manager. The number of hours used in excess of the allowable Union release hours at
the end of the contract term will be deducted from the Union release hours available for the
following year. A surplus of hours will be carried over into the next year to a maximum total
Union release of 7500 hours.

a) The Union shall be allowed up to $20,000 per MOU year to be used towards
LIUNA Local 777-City of Phoenix Apprenticeship Programs to purchase training



Page 65
materials, uniforms, promotional outreach materials, instructional activities such
as schools and workshops, and any other activity approved by the Human
Resources Director or his/her designee for Unit employees approved to
participate in the Apprenticeship Programs. These monies are to be paid to the
Union in one lump sum in the first pay period of each MOU year. The Union will
document the nature of the expenditures made for each Unit employee
approved to participate in the Apprenticeship Programs. The City Auditor
Department may conduct an audit of the funds designated for the
Apprenticeship Programs periodically. Any payments not adequately supported
by the documentation of expenses, or payments made for activities outside the
scope of this agreement, will be returned to the City by the Union.

At the end of each fiscal year, any money not expended on the Apprenticeship
Programs will be carried over to the next year for continued use in these
programs. The funds set aside for the Apprenticeship Programs will not exceed
$30,000 and the City and the Union will discuss appropriate measures to ensure
the Union receives the appropriate economic value.

b) In recognition of the mutual benefit provided to the City and the Union by the
full-time release positions, the City agrees to pay the Lead Business Agent of
the Unit two hundred and eight overtime hours each MOU year. The two full
time Union Representatives will be paid 80 hours overtime each MOU year. The
overtime will be paid on the last paycheck of July upon request of the Union.
The Union shall make such request no later than June 1.

The Union agrees to reimburse the City of Phoenix for the equivalent salary
costs plus fringe benefits on or before the last day of July each MOU year.

C. Unit employees may be authorized in advance in writing to engage in lawful Union
related activities during City work hours on a non-paid basis by the City Manager or
his designee in his unrestricted discretion consistent with this MOU.

D. There shall be no use of official time for unit-related activities except as has been
expressly authorized under this MOU. The City reserves the right to deny approval of
request for use of official time for activities not expressly authorized under this MOU.
The City shall not arbitrarily deny requests for use of official time for union activities.

E. Payroll Deductions

1) The City shall deduct from the first and second pay warrants of Union members, in
each month, the regular periodic Union membership dues as certified by an
authorized official of the Union and regular periodic Union sponsored insurance
benefits pursuant to the City's deduction authorization form duly completed and


Page 66
signed by the employee and transmit such deductions monthly to the Union no later
than the 14th day following the end of the pay period in which the deduction occurs,
along with an alphabetical list of all employees for whom deductions have been
made. Such deductions shall be made only when the Union member's earnings for
a pay period are sufficient after other legally required deductions are made.
Authorization for membership dues deductions herein shall remain in effect during
the term hereof unless revoked by the employee. Revocation of deductions shall
be accepted by the City only during the first week of July or January to be effective
the following payroll period. The City will notify the Union of any revocations
submitted to it, consistent with the PERB Ordinance Section 2-214.

If it is determined by a final decision by a court of competent jurisdiction that “Fair
Share” does not violate Arizona State law or the Arizona State Constitution, the
Union and City shall open up this contract to bargain in good faith over the “Fair
Share” issue.

2) The City shall not make dues deductions for unit employees on behalf of any other
employee organization as defined in the Meet and Confer Ordinance, during the
term of this MOU.

3) The City assumes no liability on account of any actions taken pursuant to this
section. The City shall, however, as promptly as technically possible, implement
changes brought to its attention. The City shall, at the written request of the Union
during the term of this agreement, make changes in the amount of deduction
hereunder for the general membership, provided cost for implementing such
changes shall be reimbursed by the Union. This charge shall not apply to
submission of new individual authorization cards or revocations or individual status
changes.

F. Facilities and Services

1) The Union may distribute material which is not abusive of any person or
organization, which does not violate Administrative Regulation (A.R.) 2.16, and
which is not disruptive of the City’s operation. Materials may be posted or
distributed on the City's premises (buildings and grounds) before and after
scheduled working hours or in non-work areas during scheduled work hours
provided both the employee distributing and the employee receiving such material
are on their own time.

2) The City shall provide the Union with bulletin board space for its sole and exclusive
use in communicating with its members at mutually agreeable locations. All bulletin
boards will be kept updated with material that is current and up to date.



Page 67
3) The Union shall have the right to meet with new unit employees for the purpose of
informing each such employee of the Union and of that employee's right to have
Union dues deducted from his/her pay warrant. The Human Resources Department
will notify the Union when orientation sessions involving new unit employees are
scheduled.

Such opportunity shall be afforded the Union during the new employee orientation
(NEO) sessions conducted by the Human Resources Department, Public Works
Department Orientation Program (PWOP), and Parks & Recreation Department
New Employee Orientation (Parks & Recreation NEO), Streets Transportation
Department New Employee Orientation (Streets Transportation NEO), Aviation
Department New Employee Orientation (Aviation NEO).

The speaker cannot be defamatory against the City or specific departments or
individuals.

G. List of Unit Employees

Upon the Union’s filing of a Third-Party Data Sharing agreement with the HR
Department, the City shall provide electronically, at no cost, a list of unit employees
which includes the following: Emp ID, First Name, Last Name, Initial, Deduct, Service
Date, Dept ID, Department, Job Title, Job Locator Code, Mailing Address, City, State,
Zip, Home Phone, Work Phone, active Union deduction, and a monthly list of
employees added that month to Unit 1.

Any and all information furnished by the City shall be used by the Union solely for the
purpose of communicating with unit employees, other legitimate union purposes, and
shall not be shared with any other individual or organization.

H. Upon written request from the Union, the City will provide specific information from an
employee’s personnel files pertinent to a written grievance, arbitration case or civil
service appeal. The City will also provide all pertinent collective bargaining information
requested by the Union. The information will be supplied to the Union at no charge.

I. In accordance with the City’s selection and interview process guidelines and at
management’s request, Union Designated Employees will participate in City Selection
processes.

J. For a unit employee whose regular shift is other than day shift, there will be flexibility
in changing his, her or their normal work hours for the purposes of attending official
Labor-Management meetings called by or with the concurrence of the Department
Head or designee. There shall be a 48-hour notice to the affected Department to
ensure proper coverage.


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K. City Email

The City shall send union-requested communication using the City Email System
using the following procedures:

Processing Guidelines

• Requests for email distribution must be submitted by the LIUNA Local 777
Business Manager or their designee from the labor group to the Labor Relations
email address (labor.relations@phoenix.gov).
• Labor Relations will review the email content to ensure compliance with the
guidelines noted below.
• Labor Relations will distribute compliant emails to unit members within 5 business
days.
• A limit of one email per month, per labor group will be distributed. Exceptions will
be reviewed by Labor Relations.
• Emails will only be distributed to the corresponding unit members.
• Emails will be sent to unit members via blind copy.
• The standard City notice not to reply will be included on all emails.

Email Content Guidelines

The following is a list of acceptable types of communication. This is not an all-inclusive
list:

• Labor benefit fairs/ meet-and-greets.
• Union Open House's.
• City program/policy changes.
• Open Enrollment.
• Promoting City/union-sponsored training, committees, safety programs or
initiatives.
• City/union/association-sponsored charitable events or community projects.

Other Guidelines/Information

• Communication cannot violate City policies.
• Communication cannot reflect negatively on the City organization, City staff,
elected officials, or residents.
• Communication cannot negatively Impact our residents' perception of the City.




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• All distributed emails are subject to the City's public records policy (reference AR
1.60, Public Records Request Processing).
• Changes may be made to these procedures at any time.
• Changes will be communicated with labor groups prior to implementation.



Section 1-5. Rights of Unit Employees

A. Non-Discrimination

All unit employees have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in the
Union.

B. Grievance Representation

All unit employees have the right to present their own grievance, in person or by legal
counsel in accordance with Article 2, Section 2-1. A copy of all MOU grievances, filed
by anyone other than a designated official Union representative, shall be sent to the
Union office. There shall be no cost incurred to the Union.

C. Disciplinary Investigations / NOI Representation


A. Unit employees have the right to be represented by the union and the union
reserves the right to provide representation to its members in dealings with the City
concerning grievances, and matters pertaining to their individual employment
rights and obligations, and during an investigatory interview concerning
allegations focused on the employee which may result in disciplinary action.

B. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with an employee without utilizing a formal investigatory process.
Supervisors are encouraged to not utilize an investigatory process unless they
have a reasonable belief that discipline (a written reprimand or higher) could result.
Should information be made during a conversation to attempt to resolve an issue
that could result in discipline, the supervisor will immediately stop the meeting and
utilize an investigatory process as outlined below. Any interview becomes
investigatory when facts or evidence sought by the City may result in a disciplinary
action.




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C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions. In either case, a Notice of
Inquiry (NOI) form will be used. The intent of the NOI is to clearly put employees
on notice that they are under investigation that could result in discipline, inform
them of the nature of the allegations against them, and inform them of their right
to representation.

Time limit for investigations

D. If the City elects to issue written questions to the employee, the following shall
apply:

I. If an NOI is being issued and there is no active questioning, representation is
not required. Employees may bring a representative if they desire, however
there will be no discussion during the issuance of the NOI.
II. The employee will have 72-hours excluding holidays and N-days to respond in
writing and provide any other material requested. This deadline may be
extended by mutual agreement if there are extenuating circumstances.

E. If the City elects to conduct an investigatory interview, the following shall apply:
I. Prior to the employee being interviewed, the unit employee shall be advised of
their right to a representative.

A. Prior to the employee being interviewed, the employee shall be advised of
their right to a representative and given up to 48 hours to secure
representation. The 48-hour time period may not apply in emergency
situations.
B. A unit employee identified solely as a witness will not be prevented from
contacting the union on their own time to consult with a union representative
prior to their interview.

II. The NOI form will be issued at the meeting.

III. The union representative may assist and consult with the employee, attempt to
clarify the facts or questions asked, and suggest other employees or witnesses
who may have knowledge of the underlying issues. The union representative
cannot speak on behalf of the employee or impede the progress of the
interview.





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IV. The member or representative may ask for a caucus during the meeting.
Caucuses will be granted for a reasonable timeframe. Ay any time either party
requests a caucus the party shall inform the other party of an estimate of what
time they shall return.

V. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be
allowed to seek advice from their representative in caucus during the interview.
A caucus will not be permitted when a question is pending. The employee will
be given the opportunity to clarify their answer after the caucus

VI. Neither party will behave in a violent, verbally abusive, insulting, or demeaning
manner toward the interviewer.

VII. Prior to the conclusion of the meeting, the member or representative shall have
the opportunity to make a closing statement for no more than 5 minutes.

VIII. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement.
Additional time may be granted at the sole discretion of the department and will
not be withheld arbitrarily.

IX. The employee will be provided with a copy of the interview notes and given 72
hours to confirm their answers and provide any additional information.

F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:

I. The employee will be instructed not to speak to anyone regarding an
investigation. This restriction does not apply to the union, the union’s attorney,
the employee’s family, the employee’s attorney, the employee’s clergy, the
investigator, or chain-of-command.

II. The employee will be advised if the inquiry is supervisor initiated or the result
of a citizen complaint, employee/co-worker complaint, or other.

III. The member shall also be informed of the Garrity protections afforded to public
employees who may also be under criminal investigation or whose actions
meet the elements of a crime [Garrity v. New Jersey, 385 U.S. 493, 87 S.Ct.
616 (1967)].



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IV. A unit member shall receive a copy of any statement that they are asked to
sign.

V. Every 60 days, a unit employee under investigation may request a status
update. At management’s discretion, the status will be provided either verbally
or in writing.

G. Misc.

No investigatory documentation, such as the NOI or witness statements shall be
kept in the Personnel or Supervisory Files after the investigation is concluded.

H. Unit employees will be permitted to apply and/or compete in a transfer process
while in a pending investigation. The transfer process will not be delayed pending
the conclusion of the related investigation.

I. An employee who receives a written reprimand or suspension may request a copy
of the information upon which the written reprimand or suspension was based,
pertaining to what was specifically cited in the discipline at no cost to the employee.

J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the employee's work shift in pursuit of benefits
provided by this Article unless otherwise specified in this MOU. The employer shall
count as time worked any hours or fractions of hours spent within the employee's
regular work shift in pursuit of benefits provided by this Article.

D. Personnel Files

1) Any unit employee covered hereunder shall, at their request and by appointment,
be permitted to examine their personnel files in the presence of an appropriate
supervisory official of the Department and/or authorize a Union representative to
obtain copies of documents in their personnel files. Said files shall be in a location
as specified below, one per location. These include the main Human Resources
Department file, the department personnel file, and the official department office
personnel file contained at the district or yard office.

2) No unit employee shall have any adverse statements entered in to their personnel
file without having a discussion about the action.




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3) Unit employee may, at their discretion, attach no more than a 1-page rebuttal
statement to any material contained in their personnel file which may be of a
derogatory nature within 7 business days.

E. Fair & Impartial Treatment

All unit employees have the right to be treated equally and in a manner, which is fair
and impartial in any matter associated with the rights of unit employees under the
terms of this MOU.

F. Coaching / Supervisory Counseling

A coaching is a verbal discussion with an employee. A coaching is not to be
considered a first offense for purposes of progressive discipline. A written record of a
coaching may be placed in the supervisor’s files for both positive and negative
incidences. A coaching is to be one-on-one. When 2 or more supervisors are present
at the coaching, the employee shall be advised of their right to representation. An
employee may receive more than 1 coaching for a similar matter.

A supervisory counseling is a warning that the supervisor shall document in memo
form. A supervisory counseling is not discipline. They are to be used to determine only
notice to the employee. If a supervisory counseling is to be used in any disciplinary or
personnel action or any performance rating, the employee will be given the
supervisory counseling in memo form, that identifies the behavior requiring
improvement, the reason for the improvement, and the consequences of continuing
the unacceptable behavior. The memo will contain a line for the employee’s signature
and an above the line statement of “The employee shall date and sign the supervisory
counseling, not as an indication of agreement, but solely as evidence of being advised
of its existence.” The employee will receive a copy of the memo.

Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types
of discipline, which may be considered for the duration of employment (and upon the
employee's return to employment, if applicable):

Sustained discipline of 40-hour suspension or greater of the following types:

• The employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees, customers of the City, or the public.




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• The employee has solicited or taken for personal use a fee, gift or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-
3101), excepting a pocketknife (as provided in ARS 13-3102) at a City
worksite1, unless such employee is a police officer.
1(A worksite includes not only City buildings and property, but also City

vehicles and private vehicles while being used on City business, and
other assigned work locations).
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or
the property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-
discrimination policies.
• The employee committed a violation of the City's Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.

The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or
Department files are not the official record. Employees may request to
remove/inactivate eligible documents based on the below criteria by contacting the
department Human Resources Officer. Official records may only be inactivated and
not removed per records retention law, and members/employees will receive
confirmation once the requested record is removed/inactivated.





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Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original in
file.
Coaching’s/Supervisory Not maintained in Not maintained in
Remove annually
Counseling’s file. file.
provided no further
incidents.
Maintain original in
Maintain copy in
file.
file.
Employee may
Written Reprimands Employee may
request to
request to remove
inactivate
after 3 years.
after 3 years.
Maintain copy in
Maintain original in
file. Maintain copy in
file.
Remove annually file.
Suspensions Employee may
provided no further Employee may
(other than below) request to
incidents. request to remove
inactivate
after 10 years.
after 10 years.
Discipline under 21b2, Maintain original in
Maintain copy in
21b4, 21b5, 21b12, file.
file.
21b13, 21b14, 21b15, May not be
Cannot Remove
21b18, 21b19, 21b20. inactivated


G. Performance Evaluation

Although the terms “coaching” or “supervisory counseling” will not be used, the
employee’s behavior or performance which resulted in the “coaching” or “supervisory
counseling” can, along with any other behavior or performance, be discussed in the
performance evaluation.

If an employee is not given their performance evaluation by the annual review date,
the employee’s merit increase shall be processed within 21 calendar days following
the above due date and be retroactive to the performance evaluation annual review
date. (If an overall “met”).

H. Departmental Policies

The City will notify employees and Unit 1 of new or revised written City or
Departmental policies affecting unit employees as soon after release as possible. The
City shall post on their bulletin boards any new policies and/or revisions in City or
written department policies and procedures affecting Unit I employees. Notice shall


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remain posted for no less than 21 calendar days. Review of policy and procedure
revisions shall be included in employee group meetings when appropriate and
practical to do so.



Section 1-6. Prohibition of Strikes and Lockouts

A. The provisions of the Meet and Confer Ordinance are expressly incorporated herein.

B. The City nor its agents for any reason shall authorize, institute, aid or promote any
lockout of employees covered by this MOU.


Section 1-7. New Positions / Classifications

A. Classification and Compensation Studies

The City shall give notice to the Union within 10 working days whenever a
classification or compensation study is undertaken that includes active positions
belonging to the Union. The Human Resources Department shall provide the Union
with an opportunity to meet with the person conducting the study prior to preparation
of any report or recommendations. The City shall notify the affected Union of the
results and recommendations resulting from any study 30 calendar days prior to that
study being presented to the Human Resources Committee. It should be noted that
there is no guarantee, either expressed or implied that changes to a classification or
its grade and salary range will result from a study.

B. New Classifications

The parties agree to consult on the inclusion or exclusion of new classification(s) in
the bargaining unit and may thereafter refer any such matter, jointly or individually, to
the Phoenix Employment Relations Board (PERB) for appropriate action.

C. Position Management

The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.

D. Union Requested Job Classification Studies




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The Union may submit written requests for job classification studies to the Human
Resources Department. Requests from the Union will be prioritized with other standing
requests.

1) All written requests for classification studies submitted by the Union shall include,
but not be limited to, the following information:

a) A full description of the new duties and responsibilities.
b) A full explanation of why the Union feels the position(s) should be reclassified.
c) A list of comparative positions/ classifications that led to the Union's request.
d) Such other information as is normally considered relevant to a classification
review.

2) The results of the audit of any classification study shall be subject to review by the
City's Personnel Committee in accordance with existing procedures.

3) The Union may submit a prioritized written request of classifications specific to the
unit that they wish to have studied. All written requests shall include a full
explanation of why the classification should be studied. This explanation shall
indicate whether the Union is requesting a full classification study (including job
levels and job architecture) or if the request is limited to a compensation review to
assess market competitiveness and grade and salary levels. At least one request
by the Union shall be completed by the Human Resources Department in order of
their ranking if the City Manager has authorized the HR Department to conduct
studies.


ARTICLE 2: GRIEVANCE / ARBITRATION / LABOR MANAGEMENT

Section 2-1. Grievance Procedure

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee’s work shift in pursuit of benefits provide
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee’s regular work shift in pursuit of benefits provided by this
Article.

A. Informal Resolution




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1. As a matter of good labor-management relations the parties encourage unit
employees who believe that they have a bona fide grievance to discuss and attempt
to resolve it with their immediate non-unit supervisor.

2. If the above informal discussion is held and does not resolve the grievance, the
unit employee may file a formal grievance in accordance with the following procedure.

B. Definition of Grievance

1. A grievance is a written allegation by a unit employee, submitted as herein
specified, claiming violation(s) regarding the interpretation and/or application of the
specific express terms of this Memorandum for which there is no other specific and
formal method of review; and doesn’t have a fact pattern that has been presented to
and decided upon by the City Manager in a prior grievance. However, disputes
specifically excluded in other Articles of this Agreement from the Grievance and
Arbitration procedure shall not be construed as within the definition set forth above
and shall not be handled in accordance with this procedure. It is agreed that such
excluded disputes are not grievable or arbitrable under the terms of this Article or
under this contract.

2. The City continues to retain the format used for grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall be
null and void, and will not be processed in accordance with this procedure.

C. Procedure

All grievances covered by this Article shall be handled exclusively in the following
manner:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

1. Step 1

The unit employee shall reduce the grievance to writing by signing and completing the
grievance form provided by the City and submit it to the division head, or designee,
within 14 calendar days of the initial commencement of the occurrence being grieved.

The division head, or designee, may investigate, further consider, and discuss the
grievance with the grievant and the grievant’s representative, if any, as deemed


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appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. By mutual agreement,
the parties can agree to skip Step 1 and proceed to Step 2 of the grievance procedure.

2. Step 2

If the written response of the Step 1 does not result in a resolution of the grievance,
the grievant may appeal the grievance by signing and completing the City form and
presenting it to the department head, or designee within 14 calendar days of the
grievant’s receipt of the Step 1 response.

The department head, or designee, may further consider and discuss the grievance
with the grievant and the grievant’s representative, if any, as deemed appropriate, and
shall, within 14 calendar days of having received the written grievance, submit a
response thereto in writing to the grievant. By mutual agreement, the parties can agree
to skip Step 2 and proceed to Step 2.5 or Step 3 of the grievance procedure.

3. Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee, the parties
involved may mutually agree to submit the grievance to Labor Relations. The
grievance, as originally written and Step 1 and Step 2 responses, must be submitted
to Labor Relations within 14 calendar days of receipt of the Step 2 response. Labor
Relations shall, within 14 calendar days of the receipt of the grievance, meet with the
department head, or designee, and the grievance and the grievant’s representative, if
any, in an attempt to resolve the grievance. Labor Relations shall then submit a written
response to all parties within 14 calendar days of the meeting.

4. Step 3

a. If the written response of the Step 2 (or 2.5 if applicable) does not result in a
resolution of the grievance, the grievant may, within 14 calendar days of the Step
2 response, appeal the grievance by signing and completing the City form and
presenting it to Labor Relations. A Grievance Committee hearing will be scheduled
at which the grievant shall be afforded the opportunity to fully present their position
and to be represented.

The Grievance Committee shall be composed of:

Chairman – A member of the City Manager’s Office designated by the City
Manager.
Member – A City function head on a rotating schedule.




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Member – An individual mutually agreed upon between the City Manager,
or his designee, and LIUNA Local 777.

The Grievance Committee shall submit findings and advisory recommendation(s)
to the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the grievant and their designated
representative.

b. If the grievant so elects in writing within the above time limit, in lieu of such hearing
the grievance may be reviewed by an arbitrator. The parties, or their designated
representatives, shall agree on an arbitrator, and if they are unable to agree on an
arbitrator within a reasonable time, either party may request the Federal Mediation
and Conciliation Service to submit to them a list of 7 arbitrators who have had
experience in the public sector. The parties shall, within 7 calendar days of the
receipt of said list, select the arbitrator by alternately striking names from said list
until one name remains. Such person shall then become the arbitrator. The
arbitrator so selected shall hold a hearing as expeditiously as possible at a time
and place convenient to the parties, and shall be bound by the following:

i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering any
issue properly before him/her.

ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not so submitted to him/her.

iii. The arbitrator shall be bound by applicable State and City law.

iv. The cost of the arbitrator and any other mutually incurred costs shall be borne
equally by the parties.

The arbitrator shall submit findings and advisory recommendations to the City
Manager. The City Manager shall make the final determination of the grievance
and submit it in writing to the grievant and his designated representative.

D. Time Limits

Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the


Page 81
grievance; except however, that the parties may extend time limits by mutual written
agreement in advance of the deadline.

E. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1-4 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.

F. Group Grievance

When more than one unit employee claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be filed
in the name of all such members. Such group grievances shall be filed at the Step of
this Procedure which provides the lowest level of common supervision having
authority over all named grievants. Each unit employee that is a party Grievant must
be named and must sign such group grievance.

G. Employer Grievances

Should they occur as a result of official Union activities or actions, including the failure
to act as required under the terms of this Memorandum, employer grievances will be
presented directly to the Union president or any officer of the Union within 14 days of
the occurrence prompting the grievance. The president, or designee, shall in each
case provide a written answer within 14 days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3.

H. Municipal Court
It is understood concerning the administration of this grievance procedure in the
Municipal Court, specifically Step 2 that the designated "Department Head" is the
Executive Court Administrator, and the "City Manager's Office" or "City Manager" shall
mean the Presiding Judge, or his designee as provided in the procedure.



Section 2-2. Labor-Management Committee

The benefits granted by this Article shall not be interpreted or applied as requiring the
employer to count as time worked, any hours or fractions of hours spent outside the
employee's work shift in pursuit of benefits provided by this Article. The employer shall



Page 82
count as time worked any hours or fractions of hours spent within the employee's regular
work shift in pursuit of benefits provided by this Article.

A. There shall be a Labor-Management Committee consisting of the three Union
Authorized Representatives, one LIUNA staff member, and four representatives from
management that are agreed upon by the LIUNA staff member and the Labor
Relations Administrator. The Labor-Management Committee shall be facilitated by
Labor Relations staff. The purpose of the Committee shall be to facilitate improved
relations, provide a forum for open and informal discussion, and make
recommendations for operational or other rules changes that are of mutual benefit.

B. The Committee shall meet, at least once a month per MOU year, or more often by
mutual agreement, at mutually agreed upon times. The Committee will meet to discuss
matters to be of a mutual benefit including, but not limited to, methods of improving
the level of productivity when needed. The members shall, upon request for a meeting,
provide the Chairman with proposed agenda items and the Chairman shall provide
the members with the meeting agenda in advance of the meeting.

C. Any signed/dated written Labor/Management agreements with the signatures of the
parties and the Chairman will be binding on the parties for the remaining term of the
MOU.

D. If the representative of the Union is a unit employee, such representative shall not
lose pay or benefits for meetings mutually scheduled during duty time.

E. During this Memorandum of Understanding, the City and the Union will establish a
Labor-Management Committee dedicated to the discussion of cost analysis for
potential contracted work presently performed by Unit employees, the reduction in
force process and any other matters deemed relevant by the Committee.

F. During this Memorandum of Understanding, the City and the Union will discuss the
following topics at the Labor Management Committee Meetings

• The City’s disciplinary process


Section 2-3. Bargaining Unit Work

A. Contracting Out Work – The City will notify the Union, in writing, of the City's
intent to contract with a private agency for planned or emergency work that is
currently being performed by unit employees. The Union may, within 5 business


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days of this notification, request a meeting for the purpose of discussing the
contracted work. The meeting will occur prior to any final recommendation to the

In cases of an emergency when Unit 1 employees are unavailable to perform the
work, for example, a staffing shortage or specialty work, the City will notify
LIUNA as soon as possible via phone or email. The intent is to provide the Union
the opportunity to discuss, but does not prevent the City from contracting the
work in an emergency situation.

Failure by the City to meet with the Union under this Article may be subject to the
Grievance Procedure (Article 2, Section 2-1) of this MOU.

B. The Management recommendation, and final decision thereon by the City, shall not
be subject to the Grievance Procedure (Article 2, Section 2-1) of this MOU.

C. The City agrees that it will not assign work currently performed by LIUNA represented
employees to non-represented City employees or to employees in any other City of
Phoenix bargaining unit, for a period up to 90 days.

The exception will be when individuals are being placed in an effort to comply with
federal law, in which case the Union will be notified.

By mutual consent, the City and the Union may agree to a time period longer than 90
days.



Section 2-4. Health and Safety Committee

The benefits granted by this Article shall not be interpreted or applied as requiring the
employer to count as time worked, any hours or fractions of hours spent outside the
employee's work shift in pursuit of benefits provided by this Article. The employer shall
count as time worked any hours or fractions of hours spent within the employee's regular
work shift in pursuit of benefits provided by this Article.

A. The City will continue to undertake all reasonable efforts to provide for employee
health and safety in accordance with the State's Occupational Safety and Health Law.

B. In order to facilitate this policy, a joint committee entitled "Health and Safety
Committee" shall be established. This Committee shall be composed of 2 unit



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employees appointed by the Union and 2 City representatives as designated by the
City Manager. The Chairmanship shall rotate among the members.
C. The Committee shall meet quarterly at mutually scheduled times or more frequently
by mutual agreement to consider on-the-job safety matters referred to it by the existing
departmental safety committees and safety officers, or otherwise coming to its
attention, and shall advise Department Heads and the City Manager concerning on-
the-job safety and health matters.

All written recommendations of the Committee shall be submitted to the Department
Head concerned and to the City Manager.

D. The Committee shall be guided by the applicable regulations of the State's OSHA
agency, and the City's existing practices and rules relating to safety and health, and
formulate suggested changes.

E. Employee members of the Committee shall not lose pay or benefits for meetings
mutually scheduled during their duty time.

Incident Review Board

An Incident Review Board is an effective management tool to minimize injuries and
protect property. The function of an Incident Review Board is to determine if a vehicular
or operational incident is preventable or non-preventable. The City shall establish an
Incident Review Board in each Unit One represented department. Each Incident Review
Board shall have the same rules, and all rules shall be applied in the same manner in
each department.

Section 2-5. Public Outreach & Public/Employee Safety Cross Training

It is understood that bargaining unit employees are frequently required to address social
service needs and problems as well as threats to public health and public/employee
safety posed in our streets and parks.

To ensure that bargaining unit employees are trained adequately to safely deal directly
with members of the public and to properly refer citizens to appropriate City agencies, all
bargaining unit employees shall be cross-trained with public outreach and
public/employee safety skills in accordance with department needs.





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Section 2-6. Laborers’ Apprenticeship Projects

A. Gardener Apprenticeship Project

The Union and the City shall continue the Joint Pilot Apprentice Program as needed
and when positions are available for the Gardener classification in the City of Phoenix,
entitled “Phoenix Gardener Apprenticeship Program”.

The Phoenix Gardener Apprenticeship Program shall be organized with a set of
standards established by a 5 person Joint Apprenticeship Committee (Committee).
The Committee shall be comprised of 2 Union representatives, 2 City of Phoenix Parks
and Recreation Department representatives, and 1 City of Phoenix Human Resources
Department Safety Section employee.

The Phoenix Gardener Apprenticeship Program is designed to prepare individuals,
and produce highly qualified and well trained workers who have solid knowledge as
well as specific, technical job skills for occupations in the skilled trades and crafts.
The Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix
Gardener Apprenticeship Program.

B. SWEO Apprenticeship Project

The Union and the City shall establish a continue the Joint Pilot Apprentice Program
as needed and when positions are available for the Solid Waste Equipment Operator
classification in the City of Phoenix, entitled “Phoenix SWEO Apprenticeship
Program”.

The Phoenix SWEO Apprenticeship Program shall be organized with a set of
standards established by a 5 person Joint Apprenticeship Committee (Committee).
The Committee shall be comprised of 2 Union representatives, 2 City of Phoenix
Public Works Department representatives, and 1 City of Phoenix Human Resources
Department Safety Section employee.

The Phoenix SWEO Apprenticeship Program is designed to prepare individuals, and
produce highly qualified and well trained workers who have solid knowledge as well
as specific, technical job skills for occupations in the skilled trades and crafts. The
Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix
SWEO Apprenticeship Program.



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C. Street Maintenance Worker I Apprenticeship Project

The Union and the City shall continue the Joint Pilot Apprentice Program as needed and
when positions are available for the Street Maintenance Worker classification in the City
of Phoenix, entitled “Phoenix Street Maintenance Worker Apprenticeship Program”.

The Phoenix Street Maintenance Worker Apprenticeship Program shall be organized with
a set of standards established by a 5 person Joint Apprenticeship Committee
(Committee). The Committee shall be comprised of 2 Union representatives, 2 City of
Phoenix Streets Department representatives, and 1 City of Phoenix Human Resources
Department Safety Section employee.

The Phoenix Street Maintenance Worker Apprenticeship Program is designed to prepare
individuals, and produce highly qualified and well trained workers who have solid
knowledge as well as specific, technical job skills for occupations in the skilled trades and
crafts. The Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix Street
Maintenance Worker Apprenticeship Program.



ARTICLE 3: COMPENSATION / WAGES

Various sections of this MOU contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit employee have been negotiated in place of
a direct payment and costed as part of the overall economic package. Examples include:
life insurance, long term disability insurance, leave payouts, etc.

Section 3-1. Wages

A. The economic value of ongoing total compensation increases will equal 4.5%. This
will be paid as follows:

1. 5.67% base wage increase, effective the first full pay period in July 2023.


B. Additionally, Unit 1 employees will receive a non-continuous payment of
$2,655.00 for each full-time employee and $200.00 for each part-time
employee to be paid out on the first full pay period in August of 2023.



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The City will evaluate the American Rescue Plan Act and will provide a (non-specified)
percentage of premium pay as allowed by the legislation and deemed appropriate by
the City Council, balancing the needs of the community and employees in their
development of a strategic plan for the ARPA funds. The strategic plan will follow
guidelines provided by the Department of Treasury. This language will expire at the
conclusion of the 2021-2023 MOU.

C. During the term of this MOU the City will provide an annual budget presentation to the
LIUNA Local 777 Chapter Board. This presentation will be scheduled within 30 days
of the final budget being presented to Council.

D. It is understood that for implementation purposes, the practice of rounding of fractional
cents shall be done in accordance with accepted mathematical and accounting
principles.

E. Notwithstanding the rates of pay set forth in any appendix or attachment to the
agreement for reference, the term "Pay Schedule" shall mean the schedule computed
and published by the Human Resources Department for payroll purposes pursuant to
Council Action in the Pay and Compensation Ordinance.



Section 3-2. Productivity Enhancement Pay

In recognition of continuous service and overall performance, the City agrees to the
following productivity enhancement pay formula for unit employees.

A. Pay Benefit:

In November 2023, and June 2024, unit employees who meet the additional qualifications
of this section shall qualify for $50.00 for each full year of continuous full-time service in
excess of 5 years, up to an annual maximum of $1,400.00 at 19 years.

In November 2023, and June 2024, unit employees who have completed at least 20 years
of full-time service and who meet the additional qualifications of this section shall qualify
for $65.00 for each full year of continuous full-time service in excess of 5 years, up to an
annual maximum of $1,820.00.

B. Qualifications:

1) An employee must have completed at least 1 year of continuous full-time service
at the top step in his pay range. Qualifications for Productivity Enhancement pay
are made in the base class and will not be affected by movement into or out of


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assignment positions. As well, Productivity Enhancement pay will not be affected
by movements to positions within the same pay range.

2) An employee must have received a performance rating of overall "Met” on his latest
scheduled performance evaluation on file at the time of the qualifying date. For
employees who are otherwise eligible for Productivity Enhancement pay, an
employee who receives an overall “Not Met” evaluation shall receive another
evaluation within 90 days to 120 days, and if that evaluation is an overall “Met”, he,
she, they will be eligible to start receiving Productivity Enhancement pay the first
paycheck for the first full pay period after the next qualifying date. A unit employee
who receives an overall “Not Met” rating may appeal by memo through his chain
of command to the Department Head.

3) An employee must be on full-time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave. However,
the entire period of industrial leave shall qualify as continuous service when the
employee returns to active employment.

C. Terms of Payment:

1) The Productivity Enhancement payment will be pro-rated and included each pay
period in the qualifying unit employee’s regular paycheck.

2) When a position is reclassified to a higher classification, or when classification is
assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which corresponds
the closest to their combined base pay and previous Productivity Enhancement
amount (incumbent’s annualized payment), and which does not result in a
decrease from that total amount. The placement in the new range will be limited to
the maximum step in the range. If the reclassification or pay range change only
results in a maximum possible one-range increase, and the incumbent is receiving
Productivity Enhancement pay, the employee will be moved to the top step and
continue to be eligible for Productivity Enhancement pay.



Section 3-3. Overtime

A. As a regular practice, overtime shall not be used. The parties agree that at times the
City may require overtime work outside of an employee’s regularly-scheduled shift.




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B. Overtime is defined as time assigned and worked beyond the regularly scheduled
40 hours per week.

C. Except for paid sick leave, all duly authorized paid leave time shall be considered as
time worked for the purposes of the regularly scheduled workweek. Paid sick leave
shall not be considered as time worked for the purpose of calculating overtime for
the regularly scheduled workweek.

The employee’s appropriate leave bank will be charged only for the difference
between the scheduled daily work shift and the hours actually worked that day.

D. Overtime shall be worked and shall be allowed if assigned by the non-unit supervisor
or other authorized representative of the City. The City shall endeavor to be
equitable in the distribution of voluntary overtime amongst qualified employees or
crews of employees within the same classification, function, work location, and shift.
Seniority may be used as a factor in determining the assignment of overtime work.
Other factors include skill level, assigned equipment, etc. The City will make
available to the Union upon request reports of overtime worked by unit employees
on a quarterly basis. The City reserves the right to assign overtime in the event
insufficient employees volunteer, to avoid inadequate staffing, to insure timely
service delivery or to conduct mandatory training.

Employees may be required to work on scheduled holidays and/or non-work days
during the holiday week in order to provide City services on weeks containing
holidays.

Rotational overtime work lists ranked by seniority shall be posted on city bulletin
boards and updated each time it is worked.

E. Compensation for overtime work as defined in Section B. above will be as follows:
1-½ times the regular rate. The regular rate shall include, if applicable, night shift
differential, stand-by pay, and out-of-class pay. Overtime will be compensated after
the first 7 minutes assigned and worked beyond a member's regularly scheduled
work week or work shift, as outlined in Section B, calculated to the nearest 1/4 hour.
There shall be no compounding or pyramiding of overtime pay with regular or
premium pay except as required under the Fair Labor Standards Act.

F. There shall be a minimum of 12 hours off between shifts. If this is not possible and
the unit employee is not receiving overtime pay for the additional hours worked (the
unit employee is not entitled to both overtime and 12-Hour Rule time), the unit



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employee shall receive 12-Hour Rule compensation (1-1/2 times the regular rate)
for each full hour worked within the described 12 hour period. This language only
applies to employees who work 2 full shifts.

Example #1:
Monday Tuesday Wed – Fri Total for Week
6a.m. – 5:30 p.m. 3:30 a.m. – 1p.m. 6a.m. – 2:30 p.m. 44 hrs. Worked
40 hrs. Paid at Regular Rate
11 hrs. Worked 9 hrs. Worked 8 hrs. Worked per Day
of Pay
2 hrs. within
4 hrs. Paid at 1-1/2 (OT)
12-Hour Rule


In example #1, the 12-Hour Rule time is not paid for the two hours worked within
the 12-Hour Rule because overtime was earned for the additional hours worked.

Example #2:
Monday Tuesday Wed – Thurs Friday Total for Week
6 a.m. – 5:30 3:30 a.m. – 1
6 a.m. – 2:30 p.m. 6 a.m. – 10 a.m. 40 hrs. Worked
p.m. p.m.
8 hrs. Worked 38 hrs. Paid at
11 hrs. Worked 9 hrs. Worked 4 hrs. Worked
per Day Regular Rate of Pay
2 hrs. within 2 hrs. Paid at 1-1/2
12-Hour Rule (12-Hour Rule)


In example #2, the 12-Hour Rule time is paid for the two hours worked within the 12-
Hour Rule because overtime was not earned for the additional hours worked.

G. In lieu of cash payment, a unit employee may request compensatory time credits up
to a maximum accumulation of 210 hours. The request for compensatory credit must
be made at the time the overtime is worked. Use of compensatory time off within the
work period shall be subject to departmental approval and scheduling.

Accumulated compensatory time in excess of 210 hours must be paid in cash.

Effective July 2009, 210 hours is increased to 215 hours.



Section 3-4. Call-Out Pay

A. A unit employee called out for work after going home from a shift or called out for
overtime work while on stand-by pay shall be entitled to a minimum of 3 hours pay at
1 ½ times the employee's regular rate of pay.


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B. Travel time shall be included in the minimum call-out guarantee and shall be paid only
if the total work and allowed travel time exceed the 3 hour minimum. The total travel
time compensated for round trip travel to and from the job site shall be 45 minutes.

C. Travel time shall not apply when the employee is working on overtime which was
planned in advance. An employee requested to report early, before the normal starting
time of the shift, shall not be eligible for travel time, but would qualify for overtime for
the extra time worked at the job site.

D. Once called out, Standby Pay will stop.



Section 3-5. Out-Of-Class Pay

A unit employee temporarily required to serve in a regular authorized position in a higher
classification shall be compensated at a higher rate of pay in accordance with the
following:

A. To be eligible for the additional compensation, the unit employee must first accumulate
10 regular working shifts of assignment in the higher class within any 24 month period;
satisfactory performance during a previous appointment to the higher class will be
credited to the qualifying period. The days of out-of-class assignment need not
necessarily be consecutive.

The days of out-of-class will be credited to the qualifying period. Once this qualification
is satisfied, no additional re-qualification will be required.

B. Temporary assignments out-of-class shall be recorded only in full-shift units. A unit
employee working out-of-class for 4 hours in an 8 hour shift or 5 hours in a 10 hour
shift or more in a given shift shall be credited with working out-of-class for the entire
shift. No out-of-class credit shall be given for out-of-class work of less than 4 or 5
hours in any given shift.

C. To qualify for out-of-class pay, a unit employee must be assuming substantially the
full range of duties and responsibilities of the higher level position. Out-of-class pay is
not authorized, for example, if the organization of a work unit is such that each unit
employee carries on his normal duties during the temporary absence of a supervisor,
without a need for the direction which the supervisor would provide on a longer term
basis. However, eligibility for out-of-class compensation shall take place when an



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employee becomes responsible on a regular basis, for the full range of duties normally
assigned to the higher class.

D. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class.

E. A unit employee who has qualified under these provisions shall be compensated at
the minimum rate established for the higher class for each completed work shift served
in the higher class. In the event of overlapping unit salary ranges, a minimum one-
step differential shall be paid for out-of-class assignments into unit classifications. The
higher rate of pay shall be used in computing overtime when authorized overtime is
served in out-of-class work assignments; the overtime rate shall be the rate
established by the overtime regulations that apply to the higher rank.

F. The City shall endeavor to be equitable in the distribution of out-of-class assignments
amongst qualified unit employees.

G. The City shall not make out-of-class assignments pursuant to this Article in an arbitrary
and capricious manner.



Section 3-6. Pesticide Applicator Differential

Licensed Pesticide Applicators shall receive $1.00 in addition to their base hourly rate for
each hour engaged in assigned and authorized activities when applying, mixing, or
managing herbicide or pesticides. This compensation includes any preparation and
maintenance of application equipment.



Section 3-7. Shift Differential Pay

Unit employees shall receive $1.00 per hour in addition to their hourly rate of pay when
working a night shift which ends at or after 9:00 p.m. and before midnight, and $1.50 per
hour in addition to their hourly rate of pay when working a night shift which includes work
during the period after midnight to 3:30 a.m.

Employees shall receive night shift pay differential only for hours scheduled and worked,
and not while on paid leave time.





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Employees participating in a 4/10 work schedule shall receive $1.00 per hour in addition
to their hourly rate of pay when working a regular night shift which ends between 10:00
p.m. and 3:30 a.m., inclusive, and $1.50 per hour in addition to their hourly rate of pay
when working a regular night shift which ends after 3:30 a.m. Night shift differential shall
continue to be paid at the rate of the regular shift for any additional hours worked following
the regular shift.



Section 3-8. Weekend Shift Differential Pay

A unit employee shall receive $0.45 per hour added to his base hourly rate of pay and
any other shift differential or any other premium pay he, she, they may be receiving for
working a weekend shift. A designated weekend shift is defined as any shift that starts on
or after 2:00 p.m., on Friday, and continuing through any shift that starts on or before, but
not after 11:59 p.m. on Sunday.

A unit employee shall receive weekend shift pay differential only for hours scheduled and
worked, and not while on paid leave.

A unit employee, who is called out and works between 2:00 p.m. on Friday and 11:59
p.m. on Sunday, will be paid weekend shift differential for all hours worked at the rate
specified in this article. If a unit employee was called out while on stand-by status, he,
she, they will not receive weekend shift differential.



Section 3-9. Stand-By Pay

When a unit employee is required and assigned to be available for emergency call back,
outside of his regular daily or weekly work schedule, the employee shall be compensated
for such stand-by hours that he, she, they remained available at $3.25 per hour. Unit
employees serving in stand-by assignments shall be subject to contact requirements as
provided for by the Department Head.



Section 3-10. Show-Up Time

Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself/herself for work as scheduled, shall be paid
for at least 4 hours at the hourly rate of pay. If work on the employee's regular job is not
available for reasons beyond his control, the City may assign the employee substitute



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work. Where there is substitute work readily available, the opportunity for such work will
not be arbitrarily denied.

In the event scheduled work is interrupted due to conditions beyond the City's control,
and substitute work is not available to be assigned, affected employees shall be paid for
4 hours at the hourly rate of pay, beginning at release, or to the end of the scheduled
work shift, whichever occurs first. An employee shall have the option of using either
vacation or comp time. If there is no other leave available, unit employee shall be able to
use unpaid leave for the balance of the regular shift in compliance with the personnel
rules.

Employees released hereunder prior to the end of their scheduled shift may be required
to stand-by and keep themselves available for immediate call-back during the balance of
their scheduled shift (for which time they shall be entitled to stand-by pay under Article 3,
Section 3-9 hereof). Employees called back to work shall be entitled to their hourly rate
of pay only and not any guaranteed minimums for work performed during the balance of
their regularly scheduled shift.



Section 3-11. Jury Duty Pay

A unit employee called for jury duty or subpoenaed by a court as a witness shall be
granted a leave of absence for the period of jury or witness service and will be
compensated his/her regular pay and jury or witness pay for work absences necessarily
caused by such jury or witness duty. To be eligible for such pay, an employee must
present verification of the call to jury or witness duty.

A unit employee required by the Court to call in for jury duty the morning of his/her
scheduled daily work shift may elect to take the day off on vacation or compensatory time.
Such leave request shall not be denied. Should the unit employee be required by the
Court to report for jury duty, the vacation or compensatory time will be restored from the
actual time of reporting required by the Court through the end of the scheduled work shift.
To be eligible for such leave restoration, the unit employee must present verification of
the jury service.

Unit employees subpoenaed to appear as a witness in court as a result of their official
duties on their status as a City employee shall return all fees tendered for such service to
the City.

Paid Jury Duty leave shall not be allowed when the unit employee is the defendant,
plaintiff, or voluntary character witness in a court action.




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Section 3-12. Deferred Compensation Program

The current percentage of base pay for deferred compensation is .45 %.



Section 3-13. Sick Leave Conversion at Retirement

A. Sick Leave Cash Out Formula

A unit employee who has accumulated a minimum of 750 qualifying hours or more of
accrued and unused sick leave at the time of retirement shall be paid an amount of
compensation equal to 25% of his base hourly rate for all hours in excess of 250 hours.

B. Final Average Salary

The number of sick leave hours eligible to be cashed out and included in an employee’s
Final Average Salary upon retirement will be limited to the number of sick leave hours in
the employee’s leave bank on July 1, 2012, provided all criteria are met as described in
Subsection A.

Employees with less than 250 hours of accrued and unused sick leave on July 1, 2012,
will not meet the minimum balance requirements for a sick leave cash out that can be
included in their Final Average Salary.

The portion of accrued and unused sick leave that is not included in the Final Average
Salary upon retirement can be cashed out as a lump sum upon retirement, provided all
criteria are met as described in Subsection A.

The number of vacation leave hours eligible to be cashed out and included in an
employee’s Final Average Salary upon retirement will be limited to the number of vacation
leave hours in the employee’s bank on June 30, 2014, not to exceed 450 hours.



ARTICLE 4: HOURS OF WORK / WORKING CONDITIONS

Section 4-1. Hours of Work

The City, in collaboration with the Union, may approve flextime schedules when all the
following conditions are met:



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1. Approval of Department Head
2. Approval of LIUNA Local 777 Business Manager or their Designee
3. Mutually agreed schedule between Unit Employee and Supervisor
4. The City, the Union and the affected employee(s) shall sign a written agreement.

A. This Article is intended to define the normal hours of work and to provide the basis for
calculation and payment of overtime pursuant to Article 3, Section 3-3.

B. Work Week Defined

The regular work week for regular full-time unit employees shall consist of 5
consecutive work days in a 7 day pre-established work period, except as provided in
Article 4, Section 4-1-F and except in those departments performing normal services
regularly on Saturday and/or Sunday and except in those operations utilizing a
different work week, such as a 4 day work week.

C. Work Day Defined

The work day for regular full-time unit employees shall consist of 8 hours of work within
any 24 hours in a pre-established work schedule, exclusive of unpaid time allotted for
meals except in those operations utilizing a different workday schedule such as a 10
hour work day.

D. Work Schedule Changes

Except for emergency situations, permanent regular work schedules shall not be
changed without notice by the Department of at least 14 days to the affected
employee(s) and to the Union. Exceptions for more or less than the 14 days notice
mentioned above may be mutually agreed to by labor and management on a case by
case non-precedent basis.

When temporary work schedule changes are necessary, the Department will try to
give affected employees at least 2 calendar days notice or, if less notice, it will be
considered an emergency.

When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City
will notify the Union of such changes or new schedules, prior to implementation.
Overtime work or stand-by, before or after the normal work day or work week, does
not constitute a change in the work schedule. A department will not reassign
employees to another work location temporarily for arbitrary or capricious reason(s).


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E. Summer Work Schedules

Summer hours may begin no later than the first Monday in April, and may terminate
no earlier than the second Monday in October whenever such scheduling impacts
operations, all of which are within the discretion and control of the City, and where
such summer scheduling has been customarily used in the past. Summer scheduling
may, at the discretion of the City, be implemented earlier or terminated later in the
year than specified in this section. Summer work schedules in the Streets Department
and Parks Department may begin at 5:00 a.m.

It shall be within the Department Head's discretion to determine starting times for
summer hours based on such operational considerations as dividing and/or rotating
crew starting times to facilitate safety to the public, employees and equipment, to
guarantee a high level of convenient service to the public, to preclude negative impact
on traffic flow, and similar factors.

F. SWEO Schedule

The City may implement a 10 hour workday, 4 workdays per week schedule in all
functions of the Solid Waste Management Division.

Except for Solid Waste Collections and Disposal, the regular work-week for regular
full-time unit employees working a “four/ten” work schedule shall consist of 4
consecutive work days in a 7 day pre-established work period.



Section 4-2. Rest and Lunch Periods

A. Existing workday schedules spanning 9 elapsed hours shall continue to include a 60
minute unpaid meal period. Existing workday schedules of 8-1/2 hours and 10-1/2
hours shall continue to include a 30 minute unpaid meal period. Workday schedules
of 8 and 10 consecutive hours shall include a paid straight time meal period of up to
½ hour on the job. Two (2) non-work periods of up to 15 minutes during a regular daily
shift shall be permitted by supervision to promote the health, safety, and efficiency of
employees on the job. Emergency situations may make this impossible in rare
situations. Activities of employees during those non-work periods shall not be subject
to any unreasonable restrictions.

B. When a unit employee does not receive a paid meal period, his/her meal period shall
be uninterrupted and duty-free.



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Section 4-3. Clean-Up Time

Employees will be given time, in keeping with past practice, at the end of a normal daily
shift for personal clean-up.

Such time is in addition to and exclusive of any time the City requires be spent for
maintaining equipment.

The intent of the above provision has always been to allow field employees who need
personal clean-up prior to rest or lunch periods a reasonable amount of time to do so.
Clean-up material should be supplied on an as needed basis to field employees. If the
field supervisors and employees act reasonably in addressing the issue, everyone will
have a healthier and safer work environment.

Section 4-4. Seniority

A. The City shall provide the Union with a list of unit employees showing each unit
employee’s employment date and class date.

B. Seniority shall be by length of service within a class. If seniority within a class is not
determinative, then length of service with the City shall prevail.

C. Seniority shall be used as a factor consistent with established Civil Service procedures
in choice of work assignments, vacation schedules, and in the determination of layoffs.

Department policies for work assignment selection and vacation scheduling will be
discussed with the Union at least 30 days prior to implementation.



Section 4-5. Transfer Program

The City and the Union acknowledge mutual interest in the success of the present
program of minimizing layoffs of employees by seeking to place such employees in other
positions, consistent with Civil Service Rules on seniority. The Union agrees to provide
positive counseling to unit employees so affected to ease the transition to other positions.
The City agrees to make available, on request, job counseling in order to provide training
assistance to the employee during the first 30 days of the new work assignment.

Although not required to honor a request for a voluntary transfer for an employee having
documented extraordinary personal hardship beyond his/her control, the City will try to




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honor the request. In such a case, factors such as, but not limited to, the employee’s shift,
seniority, and work record may be considered.

To every extent practicable, a transferred unit employee will be allowed to maintain his
previous vacation schedule.

Section 4-6. CDL Renewal

Employees will be allowed City time to renew their CDL license and or related
endorsements and will be reimbursed for such renewal fees which will include the
HAZMAT background screening fee.



ARTICLE 5: BENEFITS

Section 5-1: Employee Assistance

The City Employee Assistance Program, will provide confidential, individual and family
counseling to all employees and their household members. These services will be
furnished by an independent contract agency to be chosen by the City.


Section 5-2: Health and Dental Insurance

A. The City shall maintain the current 80/20 split for health insurance for both single and
family coverage. If there is a rate increase or decrease the City shall pay 80% of the
new monthly contribution and the employee will pay 20%.

B. The City agrees to the continuation of a Healthcare Taskforce for the purpose of
studying existing plans and to explore alternative plans. The Taskforce shall include
representatives of the City and Union.

C. The City shall retain the dental insurance plan for unit employees and their qualified
dependents. The plan shall consist of 80% payment of reasonable and customary
charges covered for preventive and diagnostic services, basic services, and major
services. The plan shall also include an orthodontia benefit providing for 80% payment
of reasonable and customary charges up to a maximum lifetime benefit of $4,000 per
person. This plan is subject to the deductibles and limitations contained in the contract
between the dental insurance carrier and the City of Phoenix. The City shall pay the
premium costs for single unit employees for employees enrolled in the base dental




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HMO or PPO plan (employee only coverage), and 75% of the premium costs for unit
employees and their qualified dependents (family coverage).

The City shall maintain the current dental premium split. If there is a rate increase or
decrease, the City will pay 100% of the new monthly contribution for single coverage
for employees enrolled in the base dental HMO or PPO plan. If there is a rate increase
or decrease, the City will pay 75% of the new monthly contribution, and the employee
will pay 25% for family dental coverage.

D. The City agrees to continue the formalized complaint procedure with respect to the
service under all plans.

E. Unit employees retiring on or after July 1, 2006, who meet all other MERP eligibility
requirements and enroll in either single or family City of Phoenix health insurance,
shall receive an additional $100.00 per month to help defray the cost of health
insurance.

Unit employees retiring after August 1, 2022, who meet eligibility requirements, shall
receive the $150 month allowance for Post Employment Health Plan accounts
(PEHP).



Section 5-3: Life Insurance

The City will provide regular full-time unit employees the existing off-the-job and on-the-
job life and dismemberment insurance coverage. The face value of the policy being
$15,000; in addition the City will pay $75,000 for death in-the-line-of-duty insurance.

The designated beneficiary of a unit employee will be paid for all accumulated sick leave
hours that remain on the City's official file at the time of a line-of-duty death of the unit
employee and payment will be based upon the unit employee’s current base hourly rate.
The beneficiary shall be designated in the eCHRIS Benefits portal for the City of Phoenix
Group Life Insurance Program on file in the City Human Resources Department.

Additionally, the City will provide to each unit employees a $200,000 death benefit
covering the unit employee’s commutation to and from their City work location. The
current City Life Insurance carrier will cover the unit employee’s commute for up to two
hours before their shift begins, and two hours after their shift concludes. The Union will
only pay the cost of their benefit the first year of the MOU.

In the event of the death of a unit employee while commuting to or from their work location,
for a period of two hours each way, the City will continue to pay the full monthly health



Page 101
insurance premium for the spouse and all eligible dependents. The current City Life
Insurance carrier for the payment of a supplementary commutation life insurance policy
for each unit employee. The Union will pay the cost of this benefit, if any, the first year of
each new MOU period.



Section 5-4. Long Term Disability Insurance

Employees who have been continuously employed and working on a full-time basis for
twelve consecutive months are eligible for long term disability coverage. After an
established 90 calendar day qualifying period, the plan will provide up to 66-2/3% of the
employee's basic monthly salary at the time disability occurs and continue up to age 75
for employees who have been employed full-time for 36 months and one day. This
coverage will be coordinated with leave payments, industrial insurance payments,
unemployment compensation, social security benefits and disability provisions of the
retirement plan.

Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to apply for long term disability coverage for no more than 30 months.


Section 5-5. Holidays, Vacation Pay, Family Leave, and Leave
Donations

A. Holidays / Personal Days

The City agrees to incorporate into the MOU the benefits provided under A.R. 2.11
modified to indicate the following holidays.

Employees, except those on hourly paid status, shall, when possible without disrupting
the various municipal services, be allowed the paid holidays listed below:

New Year’s Day January 1
Martin Luther King’s Birthday January, Third Monday
President’s Day February, Third Monday
Cesar Chavez Birthday March 31
Memorial Day May, Last Monday
Independence Day July 4
Labor Day September, First Monday
Veteran’s Day November 11
Thanksgiving Day November, Fourth Thursday
Friday after Thanksgiving Day Friday after Thanksgiving


Page 102
Christmas Eve Half an employee’s paid regular shift on
December 24
Christmas Day December 25
Two Personal Leave Days After completion of six months of full-time
employment.

When a holiday named in this regulation falls on Sunday, it shall be observed on the
following Monday. When a holiday named in this regulation falls on Saturday, it shall
be observed on the preceding Friday except that in the case of 6 day operations such
holidays may be observed on Saturday. This paragraph shall not apply to Christmas
Eve, which shall only be granted when it falls on the employees' regular scheduled
workday. In the case of continuous 24 hour, 7 day operations and 7 day non-continuous
operations, holidays shall be observed only on the calendar days on which they actually
fall.

The Personal Leave Days are added to an employee’s vacation leave bank and may
be taken on any day of the employee’s choosing after completion of six months of full-
time employment, subject to operational and scheduling factors and the limitations of
A.R. 2.11. This time does not alter the maximum carryover of vacation hours outlined
in A.R. 2.18.

If a full-time unit employee’s regularly scheduled day off falls on a holiday to which he,
she, they are entitled under this Article, 1st consideration shall be given to allowing 3
consecutive days off, but if this is not feasible, a substitute day off of 8 hours with pay
shall be given at straight time on a day designated by the Department Head. Unit
employees who work a 4/10 schedule, whose regularly scheduled day off falls on one
of the holidays listed in paragraph C of this Article, shall receive 10 hours of
compensatory time. An employee shall not be paid in cash in lieu of a substitute holiday
except that in extraordinary circumstances the City Manager's office may approve
payment in cash at a straight-time rate. The substitute holiday shall not be granted
when an employee is on paid industrial leave.

A unit employee whose regular scheduled day-off falls on a holiday specified in this
Article, and who is called in to work a regular shift on such holiday and scheduled day
off, shall be compensated at 1-1/2 the regular rate for each hour assigned and worked
in addition to the substitute holiday provided above.

B. Vacation Accumulation

Vacation accrual and carryover shall be governed according to the following table:





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MONTHLY MAXIMUM MAXIMUM
SERVICE ACCRUAL CARRYOVER PAYOUT

0-5 years 8 hours 192 hours 290 hours
6-10 years 10 hours 240 hours 350 hours
11-15 years 11 hours 264 hours 380 hours
16-20 years 13 hours 312 hours 440 hours
21+ years 15 hours 360 hours 500 hours

C. The parties agree that on all holidays, unit employees whose regularly assigned work
week consists of 4 10 shifts, shall not be required to submit documentation for 2 hours
of paid leave.

Unit employees shall be allowed a vacation buyout twice per calendar year, by
notifying the Department payroll staff in writing of such intent during the month of either
October or April, to be paid on the last paycheck of November and May. The total
annual buyout is up to a maximum of 80 hours taken in no more than 40 hour
increments, after the employee has accumulated a minimum of 175 hours and has
used 40 hours of vacation/comp-time during the calendar year.

D. Parental/Family Leave

The City will, as a matter of general policy, and subject to operational needs, authorize
up to 3 months of unpaid leave for an employee who is the parent of a newly born or
legally adopted child or any Unit employee who needs to care for an ill family member.
Family members include spouse, children (natural, adopted, foster, or stepchildren),
brother, sister, parents, grandparents, as well as others living in the same household
with the employee. Approval and use of this leave shall be subject to existing
Personnel Rules.

E. An employee may use up to 10 hours of accumulated sick leave in at least one-hour
increments each calendar year for the home care or medical treatment for an
immediate family member residing in the employee’s household. This will be marked
as “BO” on leave slips. When there is an extreme illness or injury situation where a
life or death question exists involving an immediate family member, an employee may
use up to 5 days of accumulated sick leave. (This should not be construed as
bereavement leave under Personnel Rule 15g). This will be marked as “BN” on leave
slips.

In addition, employees may have dependent care situations where the above leave is
insufficient to cover their absence. Therefore, employees will be allowed to use


Page 104
unscheduled accumulated vacation or compensatory time for the care of an immediate
family member up to a maximum of 5 incidents not to exceed a total of 40 hours each
calendar year.

For all the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor, when
evaluating the job performance of an employee involved in a leave management
program, up to a maximum total of 7 incidents per calendar year. An incident is defined
as an absence from work, regardless of the length of time.

An immediate family member is defined as the employee’s spouse, qualified domestic
partner, mother, father or child. A child is defined as a biological, adopted, foster or
stepchild, legal ward, or a child of a person standing in place of a parent. A brother,
sister, grandparent, or in-law who is living with the employee under his/her care is also
defined as an immediate family member.

F. Leave Donations

Unit employees may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness or injury of an employee or their immediate family member. An immediate family
member is defined as the employee’s spouse, qualified domestic partner, mother,
father, or child. A child is defined as a biological, adopted, foster or stepchild, legal
ward, or a child of a person standing in place of a parent. A brother, sister,
grandparent, or in-law who is living with the employee under his/her care is also
defined as an immediate family member. Requests to receive such leave
contributions will require a completed doctor’s certification.



Section 5-6. Tuition Reimbursement

A. Unit Employees who participate in the Tuition Reimbursement Program shall be
eligible for tuition reimbursement pursuant to the following provisions:

1. The maximum sum reimbursable to unit employees each MOU year shall be
$6,500.

2. To be eligible for any reimbursement, unit employees must have successfully
completed academic or training courses approved by the department and the
Human Resources Director as provided in existing Administrative Regulations.




Page 105
B. Tuition Reimbursement, in accordance with this Article, shall be made in the event an
employee’s approved course of instruction is terminated by the educational institution.
Tuition reimbursement shall not occur in the event of any voluntary termination of
employment by the employee.

C. The City will reimburse unit employees for expenses incurred as a result of requiring
and maintaining certification required by the City. The City will not reimburse unit
employees for classes the City provides at no cost, or for classes the City identifies
for unit employees to be taken at no cost.

D. Unit employees shall be allowed to utilize up to $150 to attend one-day, in-state, City-
related seminars/training.



ARTICLE 6: MISCELLANEOUS

Section 6-1. Saving Clause

A. If any article or section of this MOU should be held invalid by operations of law or by
a final judgment of any tribunal of competent jurisdiction, or if compliance with or
enforcement of any article or section should be restrained by such tribunal, the
remainder of this MOU shall not be affected thereby.


Section 6-2. Copies of MOU

A. Within 60 days after this MOU is adopted by the City Council, the Union will arrange
for printing of jointly approved copies of it for furnishing one to every unit employee,
unit supervisor and to management personnel. The costs of such duplication and
distribution will be borne equally by the Union and the City.

B. Printing vendors secured by the Union shall comply with Chapter 18, Articles IV (City
Construction Contractors' Affirmative Action Requirements) and V (Supplier's and
Lessee's Affirmative Action Requirements), Phoenix City Code.



Section 6-3. Aid to Construction of Provisions of MOU

A. The provisions of this MOU shall be in harmony with the rights, duties, obligations and
responsibilities which by law devolve upon the City Council, City Manager, and other


Page 106
City boards and officials, and these provisions shall be interpreted and applied in such
manner.

B. The lawful provisions of this MOU are binding upon the parties for the term thereof, it
being understood that the Union is precluded from initiating any further meeting and
conferring for the term thereof relative to matters under the control of the City Council
or the City Manager.



Section 6-4. Part-Time Employees

Hourly paid unit employees, excluding seasonal and temporary employees, who have
worked a minimum of 50 hours in each pay period for 26 consecutive weeks shall be
entitled to the same benefits for authorized work on holidays as received by regular full-
time unit employees. In addition, such employees shall receive vacation credits prorated
for the number of hours worked after the qualifying period is satisfied. Vacation credits
shall be calculated and paid in cash in December and June. These hourly-paid employees
shall be considered for advancement from Pay Step 1 to Pay Step 2 after completing
1,040 hours of work in Step 1 and for advancement from Pay Step 2 to Pay Step 3 after
working 2,080 hours in Pay Step 2.

Hourly paid unit employees who have worked a minimum of 50 hours in each pay
period for 26 consecutive weeks shall be entitled to the same benefits as received by
regular full-time unit employees. Members that meet these requirements shall be
eligible for participation in the City's Health, Life, and Dental insurance programs. The
City's premium participation will be the same as that provided for full-time employees.
Continuation of participation under these plans will be determined by reviewing the
average hours worked in the prior 12-month period every calendar year on October 1.
This qualifying period will be determined for the following benefit year effective January
1. If the employee separates from City employment, the participation will cease.

Part-time employees are allowed an hours reduction of up to 2 weeks in one pay period
in the (26 week qualifying period and each period thereafter, without impacting their
eligibility to participate in the part-time employees’ benefit programs.



Section 6-5. Term and Effect of MOU

A. This Memorandum shall remain in full force and effect commencing with the beginning
of the first regular pay period in July 2023, up to the beginning of the first regular pay


Page 107
period commencing in July 2024. In compliance with the Meet and Confer Ordinance
(Phoenix City Code Chapter 2, Article XVII, Division 1) as may be amended, on or
before December 1, 2023, LIUNA 777 shall submit its proposed memorandum of
understanding for the next contract period.

B. Except as expressly provided in this MOU, the City shall not be required to meet and
confer concerning any matter, whether covered or not covered herein, during the term
or extensions thereof.

C. The provisions of this MOU shall be subject to Federal, State and local law that vests
jurisdiction and authority in other public boards and officials, including the City Council,
Phoenix Employment Relations Board, Phoenix Civil Service Board, City Manager and
Department Managers, or determines issues contrary to the provisions hereof.

D. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions. All side agreements executed during this MOU contract period will expire
on or before the contract end date unless incorporated into the MOU or extended by
mutual agreement. Any supplement, amendments, or modifications to this MOU which
are mutually agreed upon must be reduced to writing and signed by both parties.





Page 108
IN WITNESS WHEREOF, the parties have set their hands this

____ of May, 2023



______________________________________________________________________
Wendell Llopis, LIUNA Local 777 Representative


______________________________________________________________________
Greg Carmichael, Assistant Human Resources Director, City of Phoenix


_____________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix


ATTEST:


______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED AS TO FORM:


______________________________________________________________________
City Attorney, City of Phoenix




LIUNA 777 Team: City of Phoenix Team:
Wendell Llopis Greg Carmichael, Human Resources
Daniel Salinas Megan Avalos, Human Resources
Michael Ruelas Scott Coughlin, Parks and Recreation
Jasmine Barger Jesse Duarte, Street Transportation
Ronald March Felipe Moreno, Public Works
Alexis Petrinovic Kim Hill, Human Resources (Coordinator)
John Sandoval Lorraine Rodriguez, Human Resources (Scribe)





Page 109



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Item text
Public Comment on Proposed MOU Between City of Phoenix and American
Federation of State, County and Municipal Employees, AFSCME Local 2384 (Unit
2)

Request for City Council to receive public comment on the terms of the proposed
Memorandum of Understanding (MOU) with the American Federation of State, County
and Municipal Employees, AFSCME Local 2384 (Unit 2).

Section 2-218 (G) of the Meet and Confer section in the City Code provides that a
proposed MOU be filed with the City Clerk following its ratification by the employee
organization and, "At the earliest practicable date thereafter the City Council of the City
of Phoenix shall provide on its agenda an opportunity for public comment on the terms
of the Memorandum of Understanding prior to the Council acting thereon."

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.




Page 110
ATTACHMENT A



MEMORANDUM OF UNDERSTANDING

2023 – 2024

CITY OF PHOENIX

AND

AMERICAN FEDERATION

OF STATE, COUNTY

AND MUNICIPAL EMPLOYEES

LOCAL 2384, AFL-CIO

REPRESENTING FIELD UNIT II EMPLOYEES




Page 111
PREAMBLE .................................................................................................................... 4
ARTICLE 1: RIGHTS ...................................................................................................... 5
SECTION 1-1: GENDER ...............................................................................................................................................5
SECTION 1-1A: RECOGNITION ...................................................................................................................................5
SECTION 1-2: CITY AND DEPARTMENT RIGHTS .........................................................................................................5
SECTION 1-3: UNION RIGHTS .....................................................................................................................................6
SECTION 1-4: RIGHTS OF UNIT EMPLOYEES............................................................................................................. 12
SECTION 1-5: PROHIBITION OF STRIKE AND LOCKOUTS........................................................................................... 18
SECTION 1-6: NEW POSITIONS/CLASSIFICATIONS .................................................................................................... 18
ARTICLE 2: GRIEVANCE/ARBITRATION/LABOR MANAGEMENT .......................... 19
SECTION 2-1: GRIEVANCE PROCEDURE ................................................................................................................... 19
SECTION 2-2: ARBITRATION .................................................................................................................................... 24
SECTION 2-3: LABOR-MANAGEMENT COMMITTEE .................................................................................................. 27
SECTION 2-4: HEALTH AND SAFETY COMMITTEE .................................................................................................... 28
ARTICLE 3: COMPENSATION/WAGES ...................................................................... 29
SECTION 3-1: WAGES .............................................................................................................................................. 29
SECTION 3-1A: PRODUCTIVITY ENHANCEMENT PAY............................................................................................... 30
SECTION 3-2: OVERTIME ......................................................................................................................................... 31
SECTION 3-2A: CALL OUT PAY ............................................................................................................................... 33
SECTION 3-3: OUT-OF-CLASS PAY........................................................................................................................... 34
SECTION 3-4: SICK LEAVE CONVERSION AT RETIREMENT ....................................................................................... 35
SECTION 3-4A: SICK LEAVE PAYOUT ...................................................................................................................... 35
SECTION 3-5: SHIFT DIFFERENTIAL PAY .................................................................................................................. 35
SECTION 3-5A: WEEKEND SHIFT DIFFERENTIAL PAY .............................................................................................. 36
SECTION 3-6: STAND-BY PAY ................................................................................................................................. 36
SECTION 3-7: SHOW-UP TIME.................................................................................................................................. 36
SECTION 3-8: JURY DUTY ........................................................................................................................................ 37
SECTION 3-9: DEFERRED COMPENSATION PROGRAM .............................................................................................. 37
ARTICLE 4: HOURS OF WORK/WORKING CONDITIONS ........................................ 37
SECTION 4-1: HOURS OF WORK ............................................................................................................................... 37
SECTION 4-2: REST AND LUNCH PERIODS ................................................................................................................ 39
SECTION 4-3: CLEAN-UP TIME ................................................................................................................................ 40
SECTION 4-4: SENIORITY ......................................................................................................................................... 40
SECTION 4-5: BUMP/BID PROCEDURE EQUIPMENT MANAGEMENT DIVISION .......................................................... 40
ARTICLE 5: BENEFITS ................................................................................................ 43
SECTION 5-1: HEALTH INSURANCE AND EMPLOYEE ASSISTANCE ........................................................................... 43
SECTION 5-2: DENTAL INSURANCE .......................................................................................................................... 43
SECTION 5-3: LIFE INSURANCE ................................................................................................................................ 44
SECTION 5-4: LONG-TERM DISABILITY INSURANCE ................................................................................................ 45
SECTION 5-5: HOLIDAYS AND VACATION LEAVE .................................................................................................... 45
SECTION 5-6: UNIFORMS ......................................................................................................................................... 47
SECTION 5-7: PARKING ............................................................................................................................................ 48
SECTION 5-8: TOOL ALLOWANCE ............................................................................................................................ 48
SECTION 5-9: PARENTAL LEAVE .............................................................................................................................. 49
ARTICLE 6: MISCELLANEOUS .................................................................................. 50
SECTION 6-1: SAVING CLAUSE ................................................................................................................................ 50
SECTION 6-2: COPIES OF MEMORANDUM................................................................................................................. 50
SECTION 6-3: APPRENTICESHIP PROGRAMS ............................................................................................................. 51


Page 112
SECTION 6-4: PART-TIME EMPLOYEES .................................................................................................................... 51
SECTION 6-5: DEPARTMENT CERTIFICATIONS AND REQUIRED LICENSES ................................................................ 52
SECTION 6-6: SAFETY MANUAL .............................................................................................................................. 52
SECTION 6-7: TERM AND EFFECT OF MEMORANDUM .............................................................................................. 52
SECTION 6-8: ........................................................................................................................................................... 53
ADDENDUM A - ALLOCATION OF STEWARDS ........................................................ 55
ATTACHMENT A .......................................................................................................... 56
ATTACHMENT B (RELATING TO VACATION LEAVE).............................................. 58
ATTACHMENT C (RELATING TO SICK LEAVE) ........................................................ 61





Page 113
PREAMBLE
WHEREAS the well-being dignity, respect, and morale of the employees of the City are
benefited by providing employees an opportunity to participate in the formulation of
policies and practices affecting the wages, hours, and working conditions of their
employment; and

WHEREAS the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter Memorandum or M.O.U.) are not intended to abrogate the
authority and responsibility of City government provided for under the statutes of the State
of Arizona or the Charter or Ordinances of the City of Phoenix except as expressly and
lawfully modified herein; and

WHEREAS the parties agree that the Phoenix Employment Relations Board (P.E.R.B.)
unit certification reflects that there exists a clear and identifiable community of interest
among employees covered by this Memorandum; and

WHEREAS the parties, through their designated representatives, met and conferred in
good faith pursuant to the Meet and Confer Ordinance in order to reach agreement
concerning wages, hours, and working conditions of employees in Field Unit II;


NOW therefore, the City of Phoenix, hereinafter referred to as "the City," and Local 2384,
as an affiliate of the American Federation of State, County, and Municipal Employees,
AFL-CIO, hereinafter referred to as the "Union", having reached this complete agreement
concerning wages, hours, and working conditions for the term specified, the parties
submit this Memorandum to the City Council of the City of Phoenix with their joint
recommendation that body resolve to adopt its terms.





Page 114
ARTICLE 1: Rights

Section 1-1: Gender
Whenever any words used herein in the masculine, feminine, or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.


Section 1-1A: Recognition

A. The City recognizes the Union as the sole and exclusive meet and confer agent
pursuant to the Meet and Confer Ordinance as amended, for the purpose of
representation regarding wages, hours, and other conditions of employment for all
employees in positions constituting Field Unit II, as certified or as may be modified
by the Phoenix Employment Relations Board (P.E.R.B.).


Section 1-2: City and Department Rights

A. The Union recognizes that the City has and will continue to retain, whether exercised
or not, the unilateral and exclusive right to operate, administer, and manage its
municipal services and work force performing those services in all respects subject
to this Memorandum.

B. The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not expressly modified by specific provisions of
this Memorandum and such decision-making shall not be in any way, directly or
indirectly, subject to the grievance procedure contained herein.

C. The exclusive rights of the City shall include, but not be limited to, the right to
determine the organization of City government and the purpose and mission of its
constituent agencies, to set standards of service to be offered to the public, and
through its management officials to exercise control and discretion over its
organization and operations, to establish and effect Administrative Regulations and
employment rules and regulations consistent with law and the specific provisions of
this Memorandum, to direct its employees, to take disciplinary action for just cause,
to relieve its employees from duty because of lack of work or for other legitimate
reasons, to determine the methods, means, and personnel by which the City's
services are to be provided, including the right to schedule and assign work and
overtime, and to otherwise act in the interest of efficient service to the community.
Nothing herein shall be construed to diminish the rights of the City under Section 5
of the Meet and Confer Ordinance.




Page 115
Section 1-3: Union Rights
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.

A. Union Release

The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and AFSCME Local 2384 have
negotiated full-time release positions, and release hours, as an efficient and readily
available point of contact for addressing labor-management concerns. Examples of
work performed by the release positions in support of the City include ensuring
representation for employees during administrative investigations and
grievance/disciplinary appeal meetings with management; participating in
collaborative labor-management initiatives that benefit the City and the members;
serving on City and departmental task forces and committees; facilitating effective
communication between City and Department management and employees;
assisting members in understanding and following work rules; and administering the
provisions of the Memorandum of Understanding. Union release is also used for
authorized employees to prepare for appeals and hearings and attend Union
conferences, meetings, seminars, training classes and workshops so that employees
better understand issues such as City policies and practices, conflict resolution,
labor-management partnerships, and methods of effective representation. The cost
to the City for these release positions and release hours, including all benefits, has
been charged as part of the total compensation detailed in this agreement.

1. Full-Time Release Positions

Four full-time release positions, designated by the Executive Board of the Union,
shall each be allowed up to 2,080 work hours per M.O.U. year to engage in lawful
union activities, pursuant to and consistent with this Memorandum. There will be
a deduction of hours from the Union’s release bank for the fourth full-time release
positions. The full-time release positions agree to comply with all City rules and
regulations. Full-time release positions are subject to all City Personnel Rules
and Administrative Regulations. The City will pay the employees’ full time fringe
benefits. Time used for this purpose in excess of 2,080 hours per position shall
be at the expense of the Union, and the Union shall reimburse the City at the
applicable employee’s hourly rate of pay.

The Union will keep the Labor Relations Division apprised of the regular work
schedules of the release positions and submit leave slips for processing.





Page 116
Upon return to their regular city duties, the Unit employee shall be reinstated to
their original position, location, and schedule by seniority.

The City values and benefits from the participation of Union leaders on citywide
task forces and committees, Labor - Management work groups, and a variety of
Health and Safety committees. These activities take time away from expected
tasks such as representation and communicating with the membership and may
occur outside the regular work day of the Union officials. The full-time release
positions agree to participate in these important committees and task forces. In
recognition of this commitment, the City agrees to pay the President of the Union
two hundred eight (208) hours of straight time in his/her compensatory time bank.
Each of the other three full-time Union release positions will receive eighty (80)
hours of straight time in each of their compensatory time banks each MOU year.

The Union, subject to departmental operation and scheduling factors and
reasonable advance notice, shall be allowed a total of one hundred and fifty (150)
hours of paid leave to attend Union seminars, lectures, and conventions.

In addition, the Union shall be allowed fourteen thousand dollars ($14,000)
reimbursable to the Union by the City each M.O.U. year, for designated members
of the local to attend schools, conferences, workshops and training to develop
skills in effective member representation, conflict resolution techniques, labor-
management cooperation, and other employee relations areas that promote
cooperative and harmonious relationships. The Union will submit receipts for
reimbursement by the City. If the entire $14,000 is not used in the first year of the
M.O.U. the balance will carry over into the second year not to exceed twenty-eight
thousand ($28,000) during the term of this M.O.U. Funds not used by the end of
the M.O.U. will expire.

As a result of the COVID-19 pandemic, the Union was not able to attend trainings
in 2020. Due to this, the parties agree to hold over the funds in Article 3, Section
1-3.A.1 until June 30, 2022.

2. Union Stewards

The Union may designate up to fifty-five (55) site stewards, twenty-six (26) chief
stewards, and seventeen (17) lead stewards to serve as Union representatives.
Such designations shall be made from amongst employees regularly working at
the job sites as specified in Attachment "A" and such stewards shall service
grievances at said job sites to which they are regularly assigned, in accordance
with Attachment "A" hereto. Chief Stewards may substitute for job site stewards
in the assigned area of jurisdiction as shown in Attachment "A."

The Labor-Management Committee will discuss the job site allocation of stewards
upon request by either party (Attachment A) and will consider the deletion or




Page 117
addition of stewards in the event of reorganization or expansion of Unit II
departments.

a. The Union shall notify the Labor Relations Division of the Human Resources
Department, in writing, of its designations and re-designations of stewards and
chief stewards.

b. There shall be no obligations on the City, nor shall the City change or modify
employees' permanent regular work schedules or assignments solely as a
result of such designations.

c. One such steward from the Grievant’s home department and the grievant may,
after the grievant and the supervisor were unable to resolve the matter
informally (Article 2, Section 2-1) when the Union is designated by a grievant
as his representative, attend mutually scheduled grievance meetings with City
of Phoenix department representatives without loss of pay or benefits. One
steward working in the same department as a unit member under investigation
may also attend investigative meetings without loss of pay or benefits.
Stewards not from the same department as the grievant or employee under
investigation may provide representation, however the total time spent on
representation will be requested from and charged to the bank of hours as
outlined in 1-3 A 3.

d. City employees who are on duty, either witnesses or grievants and the shop
steward representing an employee, may attend Civil Service meetings and
Phoenix Employment Relations Board (P.E.R.B.) meetings on City time.

e. The Union will be allowed subject to operational and scheduling factors and
fourteen (14) calendar days advance notice, up to one day of paid release time
for authorized stewards to attend a one-time contract orientation session
conducted by the Union in each year of the contract.

f. Union Stewards are subject to all City Personnel Rules and Administrative
Regulations.


3. Bank of Union Release Hours

The Union will be allowed, subject to operational and scheduling factors and
seventy two (72) hours advance notice in each instance, a unit total of three
thousand one hundred eighty three (3,183) hours paid release time in a bank of
release hours per M.O.U. year. Requests for release time shall be submitted to
the Labor Relations Administrator and approval of release time hereunder shall
not be arbitrarily withheld.





Page 118
With the exception of the ten elected union officials, only one representative may
be released from the same work group/shop at the same time. The union may
request an exception when training is being provided by the International Union.
Approval will not be arbitrarily withheld. No representative (with the exception of
the ten elected union officials), will be permitted to use more than 420 hours of
release time from the bank of hours in any one M.O.U. year.

Any hours used in excess of the bank of Union release hours must be approved
by the Labor Relations Administrator and the AFSCME Local 2384 President. The
number of hours used in excess of the allowable Union release hours at the end
of the contract term will be deducted from the Union release hours available for
the following year. A surplus of hours will be carried over into the next year to a
maximum total Union release of 8,325 hours.

B. Unpaid Release Time for Unit Related Activity

Union members may be authorized in advance in writing to engage in lawful Union
activities during City work hours on a non-paid basis at the unrestricted discretion of
the City Manager or designee consistent with the purpose of this Memorandum.

A member selected by the Union to do Unit representative work which takes the
employee from his employment with the City shall, at the written request of the Union,
and subject to Civil Service Rules, be granted an unpaid leave of absence. The leave
of absence shall be in increments of no less than three (3) months and shall not
exceed one (1) year, but it may be renewed or extended for a similar period upon the
request of the Union.

C. The Union will be allowed one (1) hour each orientation session to talk to and recruit
new Unit members into the Union and to explain the rights and benefits under the
M.O.U. This time will be allotted in addition to new employee orientation, at the
departments that have new employee orientation, in the Aviation, Public Works, and
Water Services Departments. The content of such information shall not be political in
nature, or abusive of any person in City employment. This time shall be considered
de minimus time.

D. Prior to the termination of the current Memorandum and subject to operational and
scheduling factors, each designated Union representative, which is defined as the
elected Executive Board, will be allowed up to one day of paid release time to facilitate
the familiarization of the terms of the successor Memorandum.

E. There shall be no use of official time for Union related activities except as expressly
authorized under the aforesaid sections.

F. International and Union Representatives





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Accredited International and appropriately designated Local representatives shall be
admitted to the buildings and grounds of the City during working hours for legitimate
Union purposes including providing representation to employees, so long as such will
not interfere with any work operation or the safety and security of any work site. Such
representative will check in with the supervisor involved and will be required to
conform to the safety regulations of the work site. Non-City personnel will be identified
to the department director or designee prior to entering restricted City areas.

G. Payroll Deduction

1. The City shall deduct from the first pay warrant of Union members, in each month,
the regular periodic membership dues and regular periodic Union sponsored
insurance premiums pursuant to the City's deduction authorization form duly
completed and signed by the employee and transmit such deductions monthly to
the Union no later than the fourteenth (14th) day following the end of the pay
period in which the deduction occurs, along with an alphabetical list of all
employees for whom deductions have been made. Such deduction shall be made
only when the Union member's earnings for a pay period are sufficient after other
legally required deductions are made.

2. Authorization for membership dues deduction herein under shall remain in effect
during the term hereof unless revoked by the employee. Revocation of
deductions shall be accepted by the City only during the first week of July or
January to be effective the following payroll period. The City will notify the Union
of any revocations submitted to it.

3. The City shall not make dues deductions for Unit employees on behalf of any
other employee organization (as defined in the Meet and Confer Ordinance)
during the term of this Memorandum. At each scheduled Labor Management
Committee meeting, the City shall provide to the Union a list of any exceptions to
this provision arising from transfers between any other Unit.

4. It is agreed that the City assumes no liability except for its gross negligence on
account of any actions taken pursuant to this section. The City will however, as
promptly as technically possible, implement changes brought to its attention. The
City shall at the written request of the Union during the term of this agreement
make changes in the amount of deduction hereunder for the general membership
provided cost for implementing such changes shall be reimbursed by the Union.

H. Facilities and Services

1. The Union through its designated representative, may distribute materials on the
City premises (buildings and grounds) before and after scheduled working hours
or in non-work areas during scheduled work hours provided that both the
employee distributing and the employee receiving such materials are on non-work
periods.


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2. The City shall provide the Union with accessible bulletin boards at mutually
agreed upon locations. The City shall grant sole and exclusive use of such bulletin
boards to the Union.

3. Materials which are abusive of any person or organization, which conflict with laws
regulating the political activities of City employees, and which are disruptive of the
City’s operations may not be posted or distributed.

4. The Union may grieve any refusal by the City to approve posting or distributing of
materials. The City will not arbitrarily disapprove materials.

5. Upon the Union’s filing of a Third Party Data Sharing Agreement with the Labor
Relations Division, the City shall provide the Union, upon request, a listing of Unit
employees indicating name, address, job classification, department number,
and/or a seniority list by job classification.

6. The City will endeavor to maintain remote computer access to the City’s intranet
for the Union Office.

I. Contracting Out

The City will comply with the provisions of Management Procedure Number 5.501,
dated February 7, 1994, and notify the Union, in writing, of the City's intent to contract
with a private agency for the provision of municipal services. The Union may, within
seven (7) calendar days of this notification, request a Labor-Management Committee
meeting for the purpose of discussing the potential contract. It is understood by all
parties that the Union's exercise of rights granted by this Article shall in no way delay
the process outlined in Management Procedure 5.501, nor impede the City's authority
to enter into a contractual agreement with a private agency.

The City will provide the union, upon request, with a listing in electronic format of unit
employees’ name, home address, date of employment, and department. The City will
also provide mailing information of all Unit 2 employees at the request of the Union.

The City shall provide the Union a list of all Unit 2 vacancies monthly.

Based upon mutually agreed upon frequency, departments will establish regular Labor
Management meetings with union leadership to ensure productive communications
on items such as: department policy changes and the outsourcing of services currently
performed by unit members which could directly result in a reduction in the number of
permanent Unit positions (“contracting out”).





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Section 1-4: Rights of Unit Employees
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.


A. Unit employees have the right to be represented by the union and the union reserves
the right to provide representation to its members in dealings with the City concerning
grievances, and matters pertaining to their individual employment rights and
obligations, and during an investigatory interview concerning allegations focused on
the employee which may result in disciplinary action.

B. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with an employee without utilizing a formal investigatory process.
Supervisors are encouraged to not utilize an investigatory process unless they have
a reasonable belief that discipline (a written reprimand or higher) could result. Should
information be made during a conversation to attempt to resolve an issue that could
result in discipline, the supervisor will stop the meeting and utilize an investigatory
process as outlined below. Any interview becomes investigatory when facts or
evidence sought by management may result in a disciplinary action.

• An employee is entitled to Union representation if the employee reasonably
believes that the investigatory interview will result in disciplinary action and the
employee has requested representation from their union.

C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions in order to provide the employee an
opportunity to gather additional information. In either case, a Notice of Inquiry (NOI)
form will be used. The intent of the NOI is to clearly put employees on notice that they
are under investigation that could result in discipline, inform them of the nature of the
allegations against them, and inform them of their right to representation.

D. If the City elects to issue written questions to the employee, the following shall apply:

1. If an NOI is being issued and there is no active questioning, representation is not
required.

2. The employee will have 72-hours excluding holidays and N-days to respond in
writing and provide any other material requested. This deadline may be extended
by mutual agreement if there are extenuating circumstances.

E. If the City elects to conduct an investigatory interview, the following shall apply:



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1. Prior to the employee being interviewed, the employee shall be advised of their
right to a representative.

2. The NOI form will be issued at the meeting.

3. The union representative may engage in meaningful representation, including but
not limited to assisting and consulting with the employee, attempting to clarify the
facts or questions asked, and suggesting other employees or witnesses who may
have knowledge of the underlying issues. The union representative cannot speak
on behalf of the employee or impede the progress of the interview.

4. The member or representative may ask for a caucus during the meeting. The
caucusing party will attempt to keep the caucus to reasonable timeframes.

5. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be
allowed to seek advice and counsel from their representative in caucus during the
interview.

6. The union representative may not behave in a violent, verbally abusive, insulting,
or demeaning manner toward the interviewer.

7. Prior to the conclusion of the meeting, the member or representative shall have
the opportunity to make a closing statement.

8. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement. Additional
time may be granted at the sole discretion of the department and will not be
withheld arbitrarily.

9. The employee will be provided with a copy of the interview notes and given 72
hours to confirm their answers and provide any additional information.

10. Except for emergency situations, the unit employees shall have a minimum of 48
hours to arrange for union representation when the member is the subject of an
administrative investigatory interview. The union representative will make every
reasonable attempt to arrive within the 48 hours. An employee may waive the 48-
hour time requirement if the employee is not opting for representation. Employees
will be provided with the NOI cover sheet (and attachment if applicable) listing the
allegations against the employee 48 hours in advance of the investigatory
interview, however, the NOI/interview questions will not be provided in advance.

F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:





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1. The employee will be instructed not to speak to anyone regarding an investigation.
This restriction does not apply to the union, the employee's family or clergy, the
investigator, or chain-of-command.

2. The employee will be advised if the inquiry is supervisor initiated or the result of a
citizen complaint, employee/co-worker complaint, or other.

3. The member shall also be informed that none of their statements, nor any
information or evidence which is gained by reason of such statements, can be
issued against them in any criminal proceedings.

4. A unit member shall receive a copy of any statement that they are asked to sign.

5. An employee under investigation will be notified in writing every 90 calendar days
as to the current status of the investigation. Every 30 days, an employee under
investigation may request a status update. At management's discretion, the status
will be provided either verbally or in writing. This will include a brief description of
the number of known witnesses still to be interviewed and other investigate
processes remaining to be completed, as well as an estimated date of completion.

G. Misc.

1. A unit member identified solely as a witness will not be prevented from reaching
out to the union on their own time to consult with a union representative prior to
their interview.

2. Only paperwork pertaining to any completed NOI investigation resolved as
sustained will be kept in an employee's personnel files.

3. If a Union Steward is requested by management to hold over or is called in from
home by a supervisor to represent an employee at meeting required by
management, the Union Steward will receive overtime compensation for actual
time held over or a minimum of 1 hour if called from home.

H. Unit employees will be permitted to apply and/or compete in a transfer process while
in a pending investigation. The transfer process will not be delayed pending the
conclusion of the related investigation.

I. The City will provide to the employee a copy of the Citywide completed accident
investigation and any other material the City plans to present at the Citywide Accident
Review Board hearing. This material will be supplied as quickly as possible after the
material has been prepared.

J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the employee's work shift in pursuit of benefits


Page 124
provided by this Article unless otherwise specified in this MOU. The employer shall
count as time worked any hours or fractions of hours spent within the employee's
regular work shift in pursuit of benefits provided by this Article.

K. Unit employees have the right to present their own grievance, in person or by legal
counsel.

1. Any Unit member covered hereunder or his representative designated on a written
form signed by the employee shall, on request and by appointment, be permitted
to examine his departmental personnel file, in the presence of an appropriate
supervisory official of the Department.

2. No Unit member shall have any adverse comments entered into a departmental
personnel file without the member being informed by a supervisor. The Unit
member shall be asked to date and sign such material solely as evidence of being
advised of its existence, not as indicating agreement. If the Unit member
requests, he shall receive a copy of the adverse comment.

3. Unit members may, at their discretion, attach rebuttal statements to any material
contained in their departmental personnel file, which may be adverse in nature.
The attachments must be no more than 4 pages.

L. The City will comply with provisions of A.R.S. Section 12-2506, paragraph D,
subparagraph 1, and assume responsibility for actions of any Unit II employee in a
legal proceeding for personal injury, property damage, or wrongful death, when it is
demonstrated that the employee was performing his regularly assigned duties without
malice or any degree of negligence.

M. Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types
of discipline, which may be considered for the duration of employment (and upon the
employee’s return to employment, if applicable):

Sustained discipline of a 40-hour suspension or greater discipline of the following
types:

• The employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift, or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-
3101), excepting a pocketknife (as provided in ARS 13- 3102) at a City
worksite, unless such employee is a police officer. (A worksite includes not only



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City buildings and property, but also City vehicles and private vehicles while
being used on City business, and other assigned work locations.)
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or
the property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-
discrimination policies.
• The employee committed a violation of the City’s Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
• The employee has committed a Class 3 violation of use of force (For
enforcement positions within the Police Department).

N. The City shall post on employee bulletin boards for employee review any new policies
and/or revision in City or written department policies and procedures affecting Unit II
employees and provide a copy to the Union. Notice shall remain posted for not
less than thirty (30) calendar days. Review of policy and procedure revisions shall be
included in employee meetings and shift briefings when appropriate and practical to
do so. The City will notify employees of new or revised written City or Department
policies affecting Unit employees as soon after release as possible.

Based upon mutually agreed upon frequency, departments will establish regular
Labor Management meetings with union leadership to ensure productive
communications on items such as: department policy changes and the outsourcing
of services currently performed by unit members which could directly result in a
reduction in the number of permanent Unit positions (“contracting out”).

O. A coaching is a verbal discussion with an employee. A coaching is not disciplinary
nor shall it be considered a first offense for purpose of progressive discipline.
Employees will be advised that they are receiving a coaching at the time it is given.
A written record of a coaching may be placed in the supervisor’s file for both positive
and negative incidents. An employee may receive more than one (1) coaching for a
similar matter.

A supervisory counseling is a verbal warning that the supervisor shall document in
memo form. A supervisory counseling is not discipline. They are to be used to
determine only notice to the employee.

If a supervisory counseling is to be used in any disciplinary or personnel action or
any performance rating, the employee will be given the supervisory counseling in
memo form, that identifies the behavior requiring improvement, the reason for the
improvement, and the consequences of continuing the unacceptable behavior. The


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memo will contain a line for the employee’s signature and above the line the
statement: “The employee shall date and sign the supervisory counseling, not as an
indication of agreement, but solely as evidence of being advised of its existence.”
The employee will receive a copy of the memo.

A supervisory counseling will only be retained in the supervisor’s file. It will not be
placed in the employee’s personnel file.

Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coachings/Supervisory Not maintained Not maintained
Remove annually
Counselings in file. in file.
provided no
further incidents.
Maintain copy in Maintain original
Maintain copy in
file. in file.
file.
Employee may Employee may
Written Reprimands Remove annually
request to request to
provided no
remove inactivate
further incidents.
after 3 years. after 3 years.
Maintain copy in Maintain original
file. in file.
Suspensions Employee may Employee may
Maintain copy in
(other than below) request to request to
file.
remove inactivate
Remove annually
after 10 years. after 10 years.
provided no
Maintain copy in Maintain original
Discipline as discussed further incidents.
file. in file.
in
Cannot Remove May not be
section 1-4.M.
inactivated

The official discipline record is maintained in the Personnel File. Copies maintained
in either the Supervisory and/or Department files are not the official record.
Employees may request to remove/inactivate eligible documents based on the
above criteria. Official records may only be inactivated and not removed.

If an employee receives a written reprimand during the rating period, the supervisor
will document the improvement required in the employee’s performance evaluation
without documenting the issuance of discipline.

The City continues to retain the format used for corrective action/discipline,
including forms, technology, etc.

P. If an employee is not given his/her PMG by the annual review date, the employee’s
merit increase will be processed within twenty-one (21) calendar days following the


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above due date and be retroactive to the PMG annual review date. (If PMG is an
overall “met”).

Employees will be notified of performance issues as they occur or are discovered.

Q. All unit members have the right to be treated in a manner which is fair and impartial
in any matter associated with the rights of unit members under specific terms of this
Memorandum of Understanding.

If a unit employee is suspended, it is understood that a suspension day is defined as
eight (8) hours. For employees working compressed workweek, the remaining hours
of the workday would be accounted at the sole discretion of management.


Section 1-5: Prohibition of Strike and Lockouts

A. The provisions of Section 2(17) and Section 13 of the Meet and Confer Ordinance
are expressly incorporated herein.

B. There shall be no "lockout" by the City during the term hereof.


Section 1-6: New Positions/Classifications

A. The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.

The parties agree to consult on the inclusion or exclusion of new classification(s) in
the bargaining unit and may thereafter refer any such matter, jointly or individually, to
the Phoenix Employment Relations Board (PERB) for appropriate action.

The City shall give notice to the Union within 10 working days whenever a
classification or compensation study is undertaken that includes active positions
belonging to the Union. The Human Resources Department shall provide the Union
with an opportunity to meet with the person conducting the study prior to preparation
of any report or recommendations. The City shall notify the affected Union of the
results and recommendations resulting from any study 30 calendar days prior to that
study being presented to the Human Resources Committee. It should be noted that
there is no guarantee, either expressed or implied that changes to a classification or
its grade and salary range will result from a study.

The Union may submit a prioritized written request of classifications specific to the unit
that they wish to have studied. All written requests shall include a full explanation of
why the classification should be studied. This explanation shall indicate whether the
Union is requesting a full classification study (including job levels and job architecture)
or if the request is limited to a compensation review to assess market competitiveness


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and grade and salary levels. At least two requests by the Union shall be started by the
Human Resources Department in order of their ranking per contract year.



ARTICLE 2: Grievance/Arbitration/Labor Management

Section 2-1: Grievance Procedure
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The City shall count as time worked any hours or fractions of hours spent
within the employee's regular work shift in pursuit of benefits provided by this Article.

A. Informal Resolution

1. The parties agree that the first attempt to resolve employee complaints arising
under this M.O.U. will be an informal discussion between the employee and his
immediate non-unit supervisor only.

2. It is the responsibility of Unit members who believe that they have a bona fide
complaint concerning their working conditions to promptly inform and discuss it
with their immediate non­unit supervisor in order to, in good faith, endeavor to
clarify the matter expeditiously and informally at the employee-immediate
supervisor level.

3. If such informal discussion does not resolve the problem to the Unit member's
satisfaction, and if the complaint constitutes a grievance herein defined, the Unit
member may file a formal grievance in accordance with the following procedure.

B. Definition of Grievance

1. A "grievance" is a written allegation by a Unit employee, submitted as herein
specified, claiming violation(s) of the specific express terms of this Memorandum
for which there is no Civil Service or other specific method of review provided by
State or City law.

2. The City continues to retain the format used for the grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall
be null and void and will not be processed in accordance with this procedure.

C. Procedure


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In processing a formal grievance, the following procedure shall apply:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

Step 1

The unit employee shall reduce the grievance to writing by completing all parts of the
grievance form provided by the City, and submit it to the second line supervisor
designated by the City or City designee within fourteen (14) calendar days of the initial
commencement of the occurrence being grieved or when the employee had
reasonable cause to become aware of such occurrence. The City will assign a
grievance number within fourteen (14) calendar days. Either party may then request
that a meeting be held concerning the grievance or they may mutually agree that no
meeting be held.

The second line supervisor shall, within fourteen (14) calendar days of having received
the written grievance or such meeting, whichever is later, submit his response thereto
in writing to the Grievant and the Grievant’s representative, if any. The parties by
written mutual agreement may skip from Step 1 to Step 2 of the grievance procedure.

Step 2

If the written response of Step 1 does not result in resolution of the grievance, the
grievant may appeal the grievance by completing the City form and presenting it to
the second Step of review, the Department Head or his designee, within fourteen (14)
calendar days of the grievant’s receipt of the Step 1 response.

Either party may request that a meeting be held concerning the grievance or may
mutually agree that no meeting be held. Within fourteen (14) calendar days of having
received the written grievance or the meeting, whichever is later, the second level of
review shall submit his response to the grievance to the grievant and the grievant’s
representative, if any. The parties by written mutual agreement may skip from Step 2
to Step 3 of the grievance procedure.

Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee/Arbitrator,
the parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
submitted to Labor Relations within fourteen (14) calendar days of receipt of the
Step 2 response. Labor Relations shall, within fourteen (14) calendar days of the
receipt of the grievance, meet with the department head, or designees, and the
Grievant and the Grievant's representative, if any, in an attempt to resolve the
grievance. Labor Relations shall then submit a written response to all parties within


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fourteen (14) calendar days of the meeting.

Step 3

a. If the written response of the Step 2 (or 2.5 if applicable) does not result in
resolution of the grievance, the grievant and Union may, within fourteen (14)
calendar days of having received the Step 2 response, appeal the grievance by
completing the City form and presenting it to the Grievance Committee. The
Grievance Committee shall be composed of:

The Grievance Committee will consist of:

Chairman: A member of the City Manager's Office designated by the City
Manager.

Member: A mutually agreed upon neutral member.

Member: The President or the President's designee of another civilian
union/association, other than the Grievant’s, representing employees with the
City.

At the beginning of each contract year, the Union and the City will each select
five Department Directors to serve as Grievance Committee members. No
selected Department Director will serve as a committee member when the
grievance involves his/her department. Staff support to the Grievance Committee
will be provided by the Human Resources Department. The Labor Relations
Administrator and/or Department Director in Labor Relations will serve as an
advisor to the committee.

The Grievance Committee shall, within fourteen (14) calendar days of receipt of
the appeal, schedule a hearing regarding the grievance at which the grievant shall
be afforded the opportunity to fully present his position and to be represented. The
Grievance Committee shall, within fourteen (14) calendar days of the conclusion
of the hearing, make advisory recommendation on the grievance and submit it to
the City Manager for final determination for those employees who have elected to
use this procedure instead of arbitration.

The Grievance Committee shall submit findings and advisory recommendation(s)
to the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated
representative.

b. In lieu of such hearing, the grievant and the Union may jointly invoke the
following procedure by submitting the written notice to the Labor Relations
Division within fourteen (14) calendar days of having received the Step 2
response. If the grievant and the Union so elect in writing within the above time


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limit, in lieu of such Grievance Committee hearing, the grievance may be
reviewed by an arbitrator.

The parties or their designated representatives shall agree on an arbitrator, and if
they are unable to agree on an arbitrator within a reasonable time, either party
may request the Federal Mediation and Conciliation Service to submit to them a
list of seven (7) arbitrators who have had experience in the public sector. The
parties shall, within fourteen (14) calendar days of the receipt of said list, select
the arbitrator by alternately striking names from the said list until one-name
remains. Such person shall then become the arbitrator. The arbitrator so selected
shall hold a hearing as expeditiously as possible at a time and place convenient
to the parties, and shall be bound by the following:

i. The arbitrator shall neither add to, detract from, nor modify the language of
the Memorandum or of Departmental rules and regulations in considering any
issue properly before him/her.

ii. The arbitrator shall be expressly confined him/her to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not submitted to him/her.

iii. The arbitrator shall be bound by applicable State and City Law.

The arbitrator shall submit his findings and advisory recommendations to the
grievant and the City Manager, or their designated representatives. The costs
of the arbitrator and any other mutually incurred costs shall be borne equally
by the parties. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated
representative.

D. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1, Section 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of the procedure. All
other grievances must be filed and signed by Unit employees subject to the
provisions of this Article.

E. Group Grievance

When more than one Unit employee claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be
filed in the name of all such employees. Such group grievances shall be filed at the
step of this procedure which provides the lowest level of common supervision


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having authority over all named grievants. Each Unit employee that is a party
grievant must be named and must sign such group grievance. The Union may sign
a group grievance on behalf of employees, however, in such instance, the grievance
must be amended within fourteen (14) days naming each Unit employee who is a
party grievant and containing his signature.

F. Time Limits

Failure of the City Management representatives to comply with time limits specified
in Section 2-1 C shall entitle the grievant to appeal to the next level of review; and
failure of the grievant to comply with said time limits shall constitute abandonment of
the grievance. Except, however, that the parties may extend time limits by mutual
written agreement in advance.

G. Notice to Union of Grievance Resolution

The City will put the Union on notice of proposed final resolutions of grievances
where the Union has not been designated as the grievant's representative for the
purpose of allowing the Union to ascertain that a final resolution will not be contrary
to the terms of this Memorandum.

The City will ensure that a copy of every M.O.U. grievance filed by a Unit member,
including the response from management, is forwarded to the Union at each step of
the process.

H. The City will not discriminate or retaliate against employees because of their
exercise of rights granted by this Article.

I. Employer grievances, should they occur as a result of official Union activities or
actions, including the failure to act as required under this agreement, will be
presented directly to the Union President or any Officer of the Union within fourteen
(14) calendar days of the occurrence prompting the grievance, or within fourteen
(14) calendar days of the date upon which the employer became aware of the
situation prompting the grievance. The President, or designee, shall, in each case,
provide a written answer within fourteen (14) calendar days from receipt of the
grievance

Unresolved employer grievances may be submitted to arbitration pursuant to Step 3
herein; provided that the employer shall bear the cost of the services of the
arbitrator.

J. The Union and the City agree to meet at regular intervals (as defined in Article 2
Section 2-2 Labor/Management Committee) to find ways to improve the grievance
procedures.





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Section 2-2: Arbitration
A. Independent Arbitrator

Any Unit member who is a classified employee having completed the prescribed
probationary period who has received a disciplinary demotion, suspension, or
discharge, and has a right to appeal that disciplinary action pursuant to the Personnel
Rules, may under the provisions of this article request the Civil Service Board appoint
as a hearing officer an independent arbitrator selected pursuant to the procedures
described in Section 2-1 C below.

B. Appeal

The Union, on behalf of the employee, may request the selection of an independent
arbitrator as the hearing officer for a Civil Service Board appeal of a disciplinary
action. Such request must be made within fourteen (14) calendar days after the date
of service of notice of the order of suspension, demotion, or dismissal on him
personally, or twenty-one (21) calendar days from the date of mailing by certified mail
the notice of the order of suspension, demotion, or dismissal. The request must be
in writing and must state specific allegations in the discipline notice with which the
employee disagrees. The request must be personally delivered to the Board or
deposited in the United States mail, certified return receipt requested, postage
prepaid, addressed to the office of the Civil Service Board, within the above-stated
time.

The Union, on behalf of the employee, shall also immediately thereafter file copies
thereof with the complainant department head and the City Attorney. At the time the
Union files the request for hearing, it shall set forth whether the hearing will be public
or private.

C. Selection of Arbitrator

If the request for an independent arbitrator to be appointed as a hearing officer is
approved by the Civil Service Board, the Labor Relations Administrator or his
designated representative on behalf of the City and the Union president or his
designated representative on behalf of the employee shall agree on an independent
arbitrator within ten (10) calendar days after approval and appointment by the Board
of the appeal request. If an agreement on an independent arbitrator cannot be
reached within said ten (10) calendar days, either party may request that the Federal
Mediation and Conciliation Service (FMCS) or the American Arbitration Association
(AAA) provide a list with the names of seven (7) arbitrators with public sector
experience. In requesting such lists, the parties shall stipulate that arbitrators should
be from within Arizona.

The parties shall, within seven (7) calendar days of the receipt of the list, select the
arbitrator by striking names alternately until one-name remains. The remaining name


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shall be designated as the independent arbitrator appointed by the Civil Service
Board as the hearing officer for the appeal. The parties shall jointly communicate with
the chosen arbitrator to advise him of the appointment.

In the event that the chosen arbitrator is unable to accept the appointment as hearing
officer, the parties shall either select another independent arbitrator from a new list in
the same manner as described above, or if mutually agreeable select another
independent arbitrator from the original list. The independent arbitrator chosen shall
be designated as the hearing officer appointed by the Civil Service Board for the
appeal.

D. Time for Hearing

When possible the hearing date shall be set within thirty (30) calendar days from the
request. Delays may be granted by mutual agreement of the parties. However, any
such delay occurring at the request of the Union, shall automatically be excluded from
any calculations of back pay to the employees, if any, as determined by the Civil
Service Board.

E. Hearing Procedures

The hearing procedures will be the same as the procedures set forth in Rule 22d,
Personnel Rules of the City of Phoenix. In the conduct of the hearing, the hearing
officer shall not be bound by the technical rules of evidence, nor shall informality in
any of the proceedings or in the manner of taking testimony invalidate any order,
decision, rule, or regulation made or approved by the Civil Service Board.

F. Witnesses

An employee appellant, or an employee subpoenaed as a witness, shall be granted
a leave of absence from his/her regularly assigned duties during his/her regularly
assigned work hours without loss of pay for the time.

At the request of either party, the arbitrator shall order that any witness who will testify
during the hearing be excluded from the hearing room until such time as they testify.
The City and the Union may exclude from the operation of this provision one
representative each of the City and the local Union.

G. Proposed Findings; Objections to Report

Either party may file with the hearing officer written proposed findings of fact and
conclusions within seven (7) calendar days of the conclusion of the hearing. A copy
of such proposed findings and conclusions shall be served on the other party at the
same time as filing with the hearing officer.





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No later than two (2) calendar days before the Civil Service Board meeting where the
appeal has been scheduled for hearing either party may file with the Civil Service
Board written objections to the hearing officer's report. A copy of such objections
shall be served on the other party at the same time as filing with the Civil Service
Board. No post-hearing evidence shall be submitted.

H. Requirements

The independent arbitrator selected by the parties and appointed by the Civil Service
Board pursuant to this article shall be bound by the following:

1. The independent arbitrator shall neither add to, detract from, nor modify the
language of this Memorandum of Understanding.

2. The independent arbitrator shall be expressly confined to the precise issues
submitted and shall have no authority to consider any other issue.

3. The independent arbitrator shall be bound by applicable Federal, State, and City
laws.

I. Report

Within two (2) weeks of the conclusion of the hearing, the hearing officer shall forward
all records and the report containing a statement of the findings of fact, conclusions,
and recommendations concerning the appeal to the Civil Service Board and send a
copy of the report to the parties. The hearing officer may recommend to the Civil
Service Board the discipline be upheld or modified, or rescinded pursuant to
Personnel Rule 22 (e).

J. Costs

The cost of the independent arbitrator and other costs related to obtaining said
arbitrator shall be borne equally by the parties. Each party will be responsible for its
own costs incurred in the hearing process, including but not limited to costs for legal
services, service of subpoenas, and expert witnesses.

K. Civil Service Board

It is expressly understood that this article shall not impinge on the powers and duties
of the Civil Service Board as provided for in Section 3 of Chapter XXV, Phoenix City
Charter and Rule 22, Personnel Rules of the City of Phoenix.

L. Representation





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The parties agree that for the purpose of this article the City will be represented by
the Labor Relations Administrator for the City of Phoenix or designee and the
employee will be represented by the President of AFSCME, Local 2384 or designee.


Section 2-3: Labor-Management Committee
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.

A. There shall be a Labor-Management Committee consisting of representatives of the
Union and representatives of the City. The purpose of the Committee is to facilitate
improved labor-management relationships by providing a forum for the free
discussion of mutual concerns and to attempt to resolve problems brought to its
attention. Participants will agree to meet quarterly.

B. During the term of this M.O.U., the Union and the City shall establish an
Apprenticeship Labor Management Committee. The Apprenticeship Labor
Management Committee shall be comprised of a maximum of five (5) persons each
from Labor and from Management.

C. The Committee shall meet monthly or at other mutually scheduled times.

D. The members shall, upon request for a meeting, provide the Chairman with proposed
agenda items, and the Chairman shall provide the members with the meeting agenda
in advance of the meeting.

E. The Union shall be advised of management recommendations for contracting of work
presently being performed by Unit employees which would directly result in a
reduction in the number of permanent Unit positions during the term of this
agreement. The Union may request an opportunity to discuss these
recommendations in the Labor-Management Committee prior to any final
recommendation to the City Council. Failure by the City to notify the Union under this
Article may be subject to the Grievance Procedure of this Memorandum.

The Management recommendations, and final decision thereon by the City, shall not
be subject to the Grievance Procedure (Article 2 Section 2-1) of this Memorandum.

F. Any signed/dated written Labor/Management agreements with the signatures of both
parties and the Chairperson will be binding on the parties for the remaining term of
this M.O.U.





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Section 2-4: Health and Safety Committee
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee's regular work shift in pursuit of benefits provided by this
Article.

A. The City will continue to undertake all reasonable efforts to provide for employee
health and safety in accordance with the State's Occupational Safety and Health Law.

The City will continue its practice of providing personal protective equipment to
protect employees from recognized safety and health hazards, this includes voucher
for boots on an as needed basis.

A Unit employee may file, without fear of discipline, retaliation, or discrimination, a
grievance (Article 2 Section 2-1) when, in his best judgment, the City has failed to
comply with specific safety and health standards promulgated by local, state, and
federal regulations.

B. In order to facilitate this policy, a joint committee entitled "Health and Safety
Committee" shall be established. This committee shall be composed of two (2) Unit
employees appointed by the Union and two (2) City representatives as designated
by the City Manager. The chair shall rotate among the members.

C. The committee shall meet quarterly or at other mutually scheduled times to consider
on-the-job safety matters referred to it by the existing departmental safety committees
and safety officers, or otherwise coming to its attention, and shall advise Department
Heads and the City Manager concerning on-the-job safety and health matters.

All written recommendations of the committee shall be submitted to the Department
Head concerned and to the City Manager.

D. In the discharge of its function, the committee shall be guided by the applicable
regulations of the State's OSHA agency, and the City's existing practices and rules
relating to safety and health, and formulate suggested changes.

E. Employee members of the committee shall not lose pay or benefits for meetings
mutually scheduled during their duty time. Union members assigned to the Health
and Safety Committee shall be permitted to attend Department Health and Safety
Committee meetings.





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ARTICLE 3: Compensation/Wages

Various sections of this M.O.U. contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit member have been negotiated in place of a
direct payment and costed as part of the overall economic package. Examples include:
life insurance, long term disability insurance, leave payouts, etc.


Section 3-1: Wages
A. The economic value of ongoing total compensation increases will equal 4.5%. This
will be paid as follows:

1. A 5.55% base wage increase, effective the first full pay period in July 2023.

B. Additionally, Unit 2 employees will receive a non-continuous payment equal to
the economic value of 5.0% of their base wage to be paid out on the first full pay
period in August of 2023.

C. The City will complete a classification and compensation study before
December 31, 2023.

The City will evaluate the American Rescue Plan Act and will provide a (non-specified)
percentage of premium pay as allowed by the legislation and deemed appropriate by
the City Council, balancing the needs of the community and employees in their
development of a strategic plan for the ARPA funds. The strategic plan will follow
guidelines provided by the Department of Treasury. This language will expire at the
conclusion of the 2021-2023 MOU.

D. If the City projects a General Fund surplus for Fiscal Year 2018-2019 in the five-year
forecast that is presented to City Council in February 2018, the parties will Meet and
Confer in February 2018.

E. Licensed Pesticide Applicators shall receive fifty ($.50) in addition to their base hourly
rate for each hour engaged in assigned and authorized activities when applying,
mixing, or managing herbicide or pesticides. This compensation includes any
preparation and maintenance of application equipment.

F. Unit II Employees required by the City to maintain a Commercial Drivers License
(CDL) as a secondary part of their regular position duties shall receive twenty cents
($.20) in addition to their base hourly rate. This pay is not applicable to all positions in


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classifications which hold CDLs, nor is it applicable to positions in classification in
which driving is a primary function of the position.

G. It is understood that for implementation purposes, the practice of rounding off
fractional cents shall be done in accordance with universally accepted mathematical
and accounting principles.

H. The term "Pay Schedule" shall mean the schedule computed and published by the
Human Resources Department for payroll purposes.

Unpaid “Floating” Holidays

Unpaid “floating” holidays must be designated and approved by their supervisor by
August 1 of each fiscal year. If not all unpaid “floating” holidays are designated by the
deadline, the holidays will be designated by the department by September 1. The
unpaid “floating” holiday furlough may be taken in at least a one (1) hour increment.
Per state law, New Year’s Day, Independence Day, Labor Day, Thanksgiving, and
Christmas must be paid holiday; and therefore, cannot be designated unpaid
“floating” holidays.

Administration and approval of unpaid “floating” holidays are not subject to the
grievance procedure.

The unpaid holiday requirement will be phased out by Year Two of the 2016-19 MOU.


Section 3-1A: Productivity Enhancement Pay

Productivity Enhancement Pay

In recognition of continuous service and overall performance, the City agrees to the
following Productivity Enhancement pay formula for Unit II employees.

A. Pay Benefit:

In November of each calendar year, and June of each calendar year, unit members
who have completed at least six (6) years of continuous full-time service and who
meet the additional qualifications specified in this section shall qualify for one hundred
and three dollars ($103.00) for the completion of each year of continuous full-time
service in excess of five (5) years, up to an annual maximum of three thousand five
hundred and two dollars ($3,502) at the completion of 22 years of continuous full time
service.

In November of each calendar year, and June of each calendar year, unit members
who have completed twenty three (23) years or more of continuous full-time service
and who meet the additional qualifications specified in this section shall qualify for


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one hundred thirty-eight dollars and eighty-nine cents ($138.89) for the completion of
each year of continuous full-time service in excess of five (5) years, up to annual
maximum of six thousand one hundred twelve dollars ($6,112) at the completion of
twenty-seven (27) years.

B. Qualifications:

1. An employee must have completed at least one year of continuous full-time
service at the top step in his classification.

Qualifications for Productivity Enhancement pay are made in the base class and
will not be affected by movement into or out of assignment positions. As well,
Productivity Enhancement pay will not be affected by movement to positions
within the same pay range.

When a position is reclassified to a higher classification, or when a classification
is assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which
corresponds to the closest to their combined base pay and previous Productivity
Enhancement amount (incumbent’s annualized payment), and which does not
result in a decrease from that amount. The placement in the new range will be
limited to the maximum step in the range. If the reclassification or pay range
change results in only a maximum possible one-range increase and the
incumbent is receiving Productivity Enhancement pay, he/she will be moved to
the top step and continue to be eligible for Productivity Enhancement pay.

2. An employee must have completed six (6) years of continuous full-time service.

3. An employee must have received an overall performance rating of “Met” on his
latest scheduled performance evaluation on file at the time of the qualifying date.

4. An employee must be on full-time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave.
However, the entire period of industrial leave shall qualify as continuous service
when the employee returns to active employment.

C. Terms of Payment:

1. The Productivity Enhancement payment will be pro-rated and included each pay
period in the qualifying unit member’s regular paycheck.


Section 3-2: Overtime
A. Overtime is defined as time assigned and worked beyond the regularly scheduled
workweek or daily work shift; it being understood that overtime for Unit members who


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normally work a daily work shift of eight (8) consecutive hours, including a paid meal
period on the job, is defined as time assigned and worked in excess of forty (40)
hours in a seven (7) day work period, or eight (8) hours per daily shift including paid
meal periods. In addition, when an employee is assigned and works two (2) eight (8)
hour shifts, and/or two (2) ten (10) hour shifts, or any combination of the two shifts,
the second of which commences less than twelve (12) hours after the regularly
scheduled conclusion of the first, that amount of time falling within said twelve (12)
hour period is deemed overtime for purposes of Section 3-2 D below, except,
however, that such twelve (12) hour rule does not apply to regular shift change
situations, relief positions, and positions in the classification of Event Services Worker
at the Phoenix Convention Center. The twelve (12) hour rule also does not apply if
an employee works less than a full shift either before or after his/her regular shift.

B. For the 2019 – 2021 M.O.U. contract, except for paid sick leave, all duly authorized
paid leave time shall be considered as time worked for the purposes of the regularly
scheduled workweek (but not daily work shift). Paid sick leave shall not be considered
as time worked for the purpose of calculating overtime for the regularly scheduled
workweek.

The employee’s appropriate leave bank will be charged only for the difference
between the scheduled daily work shift and the hours actually worked that day.

C. Overtime shall be worked and shall be allowed if assigned by the non-Unit supervisor
or other authorized representative of the City.

D. Overtime work will be compensated at one and one-half (1 1/2) times the regular rate,
which will be computed in accordance with provisions of the Fair Labor Standards
Act. Such payment will commence after the first seven (7) minutes.

E. In lieu of cash payment, a Unit member may request compensatory time credits up
to a maximum accumulation of two hundred and fifteen (215) hours. Authorized
overtime hours worked in excess of the maximum accumulation shall be paid in cash.
The request for compensatory time credit must be made at the time the overtime is
worked. The Department Head shall make the final determination on the method of
payment (either cash or compensatory time). Use of compensatory time off shall be
subject to departmental approval and scheduling.

F. Compensatory Time Conversion

Effective July 1, 2018, a unit member may convert accumulated compensatory time
credits to cash twice per M.O.U. year, up to a maximum of seventy (70) hours by
notifying the Department Head in writing of such intent either July and/or November.
Payment will be made on or before August 31 or November 30.





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G. The City shall endeavor to distribute the opportunity for non-standby overtime equally
between employees or crews of employees within the same classification and work
location.

Records of overtime worked by employees shall be provided to the designated Union
Steward, to be posted on a quarterly basis on Union bulletin boards. In areas where
no Steward is available, the list will be sent electronically to the Union Hall general
email address: afscme2384@afscme2384.com. In addition, records of overtime
worked by Unit members shall be made available for inspection by an authorized
representative of the Union upon advance request and at reasonable times.

H. Overtime shall be voluntary, except however, the City reserves the right to assign
overtime in the event insufficient employees volunteer, or to avoid inadequate
staffing, or to ensure service delivery, or to conduct mandatory training.

I. Where a ten (10) hour, four (4) day workweek schedule is implemented, overtime is
defined as time assigned and worked beyond ten (10) hours a day or forty (40) hours
a week.


Section 3-2A: Call Out Pay
The eight (8) hour period before the start of a Unit employee’s regular shift is to be called
“rest time.” If an employee is called out during this time, the employee shall be allowed to
adjust their work hours up to 4 hours (flex time) to allow the employee to have proper rest
before the start of the employee’s shift, whenever possible at the supervisor’s discretion.
Example: An employee starts at 6 am, and is allowed to start at up to 10 am to 8 pm.

An employee shall have a minimum of three (3) hours’ pay at overtime rates when called
out for work after going home from a shift, or when called out for overtime work while on
standby pay.

Overtime for this call-out shall begin when employees report to the place where they are
instructed to report and shall terminate forty-five (45) minutes after being relieved from
duty. These forty-five (45) minutes travel time shall be included in the minimum guarantee
and shall be paid only if the total work and allowed travel time exceed the minimum.

Travel time shall not apply when the employee is working on overtime which was planned
in advance. An employee requested to report early, before the normal starting time of the
shift, shall not be eligible for travel time, but would qualify for overtime for the extra time
worked.

Provisions of this section shall be interpreted in a manner which complies with the Fair
Labor Standards Act.

Remote Access Support


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Employees on Stand by called to perform work by remote access, such as VPN, shall
receive a minimum of thirty (30) minutes pay at the overtime rate or the actual amount of
time expended, whichever is greater. Remote access overtime shall be paid even when
more than one call out is made provided these calls are separated by more than thirty
(30) minutes. Calls placed closer than thirty (30) minutes shall be treated as a single
event and subject to the actual time worked or minimum payment.

Telephone Support
Employees on Stand by called to perform work by means of telephone support shall
receive fifteen (15) minutes pay at the overtime rate or the actual amount of time
expended whichever is greater. Telephone support overtime shall be paid even when
more than one call out is made provided these calls are separated by more than fifteen
(15) minutes. Calls placed closer than fifteen (15) minutes shall be treated as a single
event and subject to the actual time worked or minimum payment.


Section 3-3: Out-of-Class Pay
A Unit employee who is temporarily required to serve in a regular authorized position in
a higher classification shall be compensated at a higher rate of pay in accordance with
the following:

A. To be eligible for the additional compensation, the Unit employee must first
accumulate ten (10) regular working shifts of assignment in the higher class within
any twenty-four (24) month period. Satisfactory performance during a previous
appointment to the higher class will be credited to the qualifying period. The days of
out-of-class will be credited to the qualifying period. The days of out-of-class
assignment need not be consecutive. Once this qualification is satisfied, no
additional re-qualification will be required. In addition, out-of-class credit shall be
given for out-of-class work for five (5) hours work for a ten (10) hour shift and for four
(4) hours work for an eight (8) hour shift.

B. Temporary assignments out-of-class shall be recorded only in full shift units. A Unit
employee working out-of-class for five (5) hours for a ten (10) hour shift or four (4)
hours for an eight (8) hour shift shall be credited with working out-of-class for the
entire shift.

C. To qualify for out-of-class pay, a Unit employee must be given the assignment in
writing by a non-Unit supervisor or other authorized management representative of
the City.

D. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class. Such time, however, shall be
submitted by the employee as creditable experience in promotional examinations for
the higher class.



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E. A Unit member who has qualified under these provisions shall be compensated at
the minimum rate established for the higher class for each completed work shift
served in the higher class. In the event of overlapping Unit salary ranges, a minimum
one-step differential shall be paid for out-of-class assignments into Unit
classifications. The higher rate of pay shall be used in computing overtime when
authorized overtime is served in out-of-class work assignments. The overtime rate
shall be the rate established by the overtime regulations that apply to the higher
classification.


Section 3-4: Sick Leave Conversion at Retirement

A. Sick Leave Cash Out Formula

Effective July 8, 2002, the following benefits shall apply:

Upon retirement, bargaining Unit employees with a minimum of 750 hours of accrued
and unused sick leave, excluding the first 250 hours, will be paid for 25% of the
remaining hours as base hourly wage.

Additional language of this Section 3-4 is contained in Attachments B and C.


Section 3-4A: Sick Leave Payout

All accumulated sick leave hours on the city's official file at the time of the member's death
will be paid. Payment will be based upon the member's base hourly rate at the time of
death.


Section 3-5: Shift Differential Pay

Unit employees shall receive ninety cents ($0.90) per hour in addition to their regular rate
of pay when working a night shift which ends at or after 9:00 p.m., and before midnight,
and one dollar and twenty-five cents ($1.25) per hour in addition to their regular rate of
pay when working a night shift which includes work during the period after midnight to
4:00 a.m.

Employees shall receive shift premium pay only for hours scheduled and worked, and not
while on paid leave time.

Shift premium pay shall continue to be paid at the rate of the regular shift for any additional
hours worked following the regular shift. Effective July 1, 1999, night shift premium pay
applies to regular part-time employees.




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Section 3-5A: Weekend Shift Differential Pay
Employees shall receive shift premium pay only for hours scheduled and worked, and not
while on paid leave time.

Effective July 10, 2006, a Unit member shall receive forty cents ($0.40) per hour in
addition to his base hourly rate of pay and any other shift differential or any other premium
pay he may be receiving for working a weekend shift. A designated weekend shift is
defined as any shift that starts on or after 2:00 p.m., on Friday, and continuing through
any shift that starts on or before, but not after 11:59 p.m., on Sunday.

A Unit member shall receive weekend shift pay differential only for hours scheduled and
worked, and not while on paid leave.

A Unit member who is called out and works between 2:00 p.m., on Friday and 11:59 p.m.,
on Sunday, will be paid weekend shift differential for all hours worked at the rate specified
in this article. If a Unit member was called out while on stand-by status, he will not receive
weekend shift differential.


Section 3-6: Stand-By Pay

When a Unit member is required to be available for call-out outside the employee's regular
work schedule, the member shall be compensated for such assigned stand-by hours at
two dollars ($2.00) per hour. Starting in the first pay period in July 2007, stand by pay
shall increase to two dollars and fifty cents ($2.50) per hour. Employees serving in stand-
by assignments shall be subject to contact requirements as provided for by the
Department Head.


Section 3-7: Show-Up Time

Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself for work as scheduled, shall be paid for at
least four (4) hours at the applicable rate of pay. If work on the employee's regular job is
not available for reasons beyond his control, the City may assign the employee substitute
work. In the event scheduled work is interrupted due to conditions beyond the City's
control and substitute work is not available to be assigned, affected employees shall be
paid for four (4) hours at the regular rate of pay, beginning at release, or to the end of the
scheduled work shift, whichever occurs first.

Except in emergencies, an employee who is scheduled to report to work for overtime, has
not been notified to the contrary, and presents himself for work as scheduled shall be paid
for at least four (4) hours at the applicable rate of pay. An employee who is entitled to
four (4) hours of pay due to cancellation in whole or in part of their shift will not receive



Page 146
pay for travel time to and from the worksite for this shift. Employees are not entitled to
submit vacation or compensation time for the remainder of an overtime shift.

An employee will only be paid at the overtime rate for hours “actually worked” and will be
paid at the otherwise applicable rate of pay for the remainder of the four (4) hours.
“Actually worked” is defined as the time the employee is scheduled and available to
perform work or performing job duties, prior to being released by a supervisor because
that work has ended.

Employees released hereunder prior to the end of their scheduled shift may be required
to stand by and keep themselves available for immediate call-back during the balance of
their scheduled shift (for which time they shall be entitled to stand-by pay under Article 3,
Section 3-6, "Stand-By Pay" hereof). An employee shall have the option of using either
vacation time or compensatory time for the balance of his regular shift. Employees called
back to work shall be entitled to their regular pay only and not any premium for work
performed during the balance of their regularly scheduled shift.


Section 3-8: Jury Duty
A Unit employee called for jury duty or subpoenaed by a court as a witness shall be
granted a leave of absence from municipal duties without loss of pay for the time actually
required for such service and reasonable travel time and shall, if he chooses, retain jury
or witness pay, except where such testimony or witness duty is the result of an employee's
official duties as a City employee.

To be eligible for paid leave for jury or witness duty, an employee must present verification
of his call to jury duty or witness duty.

Paid witness leave shall not be allowed when the Unit employee is the defendant or
plaintiff in a court action.


Section 3-9: Deferred Compensation Program

The City will contribute 3.62% of the base wage to a 401(a) Deferred Compensation
Plan (DCP) for each Unit employee for each year.


ARTICLE 4: Hours of Work/Working Conditions

Section 4-1: Hours of Work

A. This Article is intended to define the normal hours of work and to provide the basis
for calculation and payment of overtime pursuant to Article 3, Section 3-2.

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The City, in collaboration with the Union, may experiment with flextime schedules
when the following conditions are met:

a. Approval of Department Head
b. Approval of Union President
c. Mutually agreed schedule between Unit Member and Supervisor
d. Signed Wavier

B. The work week shall only consist of a schedule of consecutive work days in a seven
(7) calendar day pre-established work period, except in the Equipment Management
Division of Public Works Department. Any changes to the consecutive workday
schedule will be made by mutual agreement between AFSCME 2384 and the City on
the 4 day, 10 hour work shift.

C. Within a five (5) day work schedule, the work day will consist of eight (8) hours of
work within any twenty-four (24) hours in a pre-established work schedule, excluding
relief positions. Within a four (4) day work schedule, the work day will consist of ten
(10) hours of work within any twenty-four (24) hours in a pre-established work
schedule, excluding relief positions.

The City and the Union recognize that no regularly scheduled shift lengths, other than
those outlined in Article 4, shall be observed in Field Unit II.

D. Relief Crews

At the 9lst Avenue and 23rd Avenue Wastewater Treatment Plants, there may be one
(1), but no more than one (1), relief crew per plant as determined by management.

E. Permanent regular work schedules showing the employees' shifts, workdays, and
hours shall be posted on appropriate department bulletin boards.

F. When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City
will notify the affected employees and the Union Hall, not less than fourteen (14)
calendar days in advance and will notify the Union of such changes, prior to actual
implementation.

In emergency situations, temporary work schedules may be adopted without the
fourteen (14) calendar days notice to the affected employees. "Emergency" shall
mean unforeseen operational circumstances.

Employees have the option to waive their fourteen (14) calendar day notice and begin
their new schedule with the City and Union's written approval.





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G. Summer hours shall begin no later than the last Monday in April and shall terminate
no earlier than the second Monday in September whenever such scheduling impacts
operations, all of which are within the discretion and control of the City, and where
such summer scheduling has been customarily used in the past. Summer scheduling
may, at the discretion of the City, be implemented earlier in the year than specified in
this section, or terminated later in the year than specified in this section.

H. The City may implement ten (10) hours per day, four (4) days per week work
schedules when it is determined by the City that such scheduling is beneficial to City
operations.


Section 4-2: Rest and Lunch Periods
Scheduled work shifts shall include meal periods to be observed as follows:

5 DAY WORK WEEK MEAL PERIOD

8 hours Under normal conditions, no less than 30 minutes on
the job, paid at straight time.

8-1/2 hours No less than 30 minutes, unpaid.

9 hours No less than 60 minutes, unpaid.

4 DAY WORK WEEK MEAL PERIOD

10 hours Under normal conditions, no less than 30 minutes on
the job, paid at straight time.

10 1/2 hours No less than 30 minutes, unpaid.

11 hours No less than 60 minutes, unpaid.

Two (2) non-work periods of fifteen (15) minutes during the above scheduled work shifts
shall be permitted to promote the health, safety, and efficiency of employees on the job.
Activities of employees during those non-work periods shall not be subject to any
unreasonable restrictions.

When work demands permit, with a supervisor’s approval, a Unit member may combine
their thirty (30) minute meal period with one of his fifteen (15) minute rest periods to
achieve a forty-five (45) minute meal period. This paid leave time counts as hours worked.

When a unit member works overtime of two (2) hours or more in addition to their daily
work shift, they shall be entitled to an additional fifteen (15) minute break. Every additional



Page 149
two (2) hours of overtime will entitle an employee to an additional fifteen (15) minute
break.

After four (4) consecutive hours of overtime, a unit member shall be entitled to a paid
meal break of thirty (30) minutes, but in no event shall a unit member be entitled to more
than one such break for every eight (8) consecutive hours of overtime.

Employees shall be allowed reasonable time, as necessary, for personal clean up prior
to the commencement of the lunch and break periods.


Section 4-3: Clean-Up Time

Unit employees will be given time, in keeping with past practice, at the end of a normal
daily shift for personal clean up. Such time is in addition to and exclusive of any time the
City requires be spent for maintaining equipment.


Section 4-4: Seniority

A. The City shall provide the Union with a list of Unit members showing each Unit
member’s City employment date and class employment date.

B. Seniority shall be by length of service within a class. If seniority within the class is
not determinative, then length of service with the City shall prevail.

C. Seniority shall be used as a factor consistent with established Civil Service
procedures in choice of training, work assignments, vacation schedules, and in the
determination of layoffs.


Section 4-5: Bump/Bid Procedure Equipment Management Division

Policy: To provide an equitable system for employee selection of shift, days off, and area
location, the Union and the City recommend that departments considering the
implementation of a bump/bid policy for a designated group of Unit II employees use this
article as a guideline in the development of their policy.

A. General Guidelines

1. Annual Bump/Bid

There will be a full Bump/Bid each fiscal year, in December, which will become
effective the first pay period in January.

2. Interim Bump/Bid


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A layoff, a transfer of a vacant position number to another shift or shop, the
addition of a permanent position number, a promotion, demotion, dismissal,
resignation, or retirement will be filled subject to the in-class Bump/Bid. This
means that any time positions become vacant within a particular classification, an
open sign-up will be held. Vacant positions will be filled according to the seniority
ranking of interested employees within a class.

3. Exceptions

a. The specialties listed below will be exempt from the general Bump/Bid
procedure. Employees in these specialties will Bump/Bid only within their
specialty and/or section.

1) Motorcycle Mechanics
2) Heavy Equipment Mechanics in the following assignments:
-Fire shop
-Off-road equipment
-Aerial equipment
-91st Ave. Treatment Plant
-Landfills
3) Police substations-
-Auto Technicians (master)
-Fire Shop Auto Technicians
-Equipment Service Worker II
4) Leads
5) Temporary, new hire and promoted employees*
6) Rovers
7) Make-ready shop (all personnel)
8) Service writers
9) Auto Parts Clerk III (annual bump for this class will be effective after the
physical inventory each year).
10) Engine diagnostic specialist
11) Auto Mechanic at the 91st Ave. Treatment Plant

* Management reserves the right to place new employees on any shift and location
for a six (6) month period for training and evaluation purposes. These employees
become subject to the Bump/Bid procedure upon completion of six (6) months’
employment. The day after the due date shown on their six (6) month
performance rating will be the effective date.

At the end of the six (6) months, the position occupied by the temporary, new, or
promoted employee will become available to the most senior employee who has
signed up within the class. The two employees will then "switch" positions until
the next Bump/Bid.




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b. Positions of employees who have been on long-term industrial leave or light
duty, or personal illness, for at least one hundred (100) days, at the time of the
annual bump/bid will be excluded from the process. Upon return to regular,
full-time employment, management will assign the employee to an available
shift and location until the next Bump/Bid. Employees must return to work
seven (7) days prior to the original bump/bid posting to be included in the
bump/bid.

4. Annual Bump/Bid Completion

All personnel shall be frozen into the position selected, except to bid for openings
created as outlined in Section 4-5 A (2) "Interim Bump/Bid."

5. Delegation of Authority

Employees may delegate/select a representative to participate in the bump/bid in
their absence. This may be done by completing a proxy form and presenting it at
the designated sign-up time. This form must be signed by the delegating
employee and the employee performing the selection. The actual Bump/Bid Sign-
up Sheet will be annotated by the employee's representative printing the
employee's last name and initialing the entry. The Proxy form will be created in
Labor Management with the City and Unit II in efforts to create one universal
document. The Labor Management committee will also identify procedures of
distribution, request process, process to submit, deadlines and any other
concerns regarding this form.

6. Official Notification

The annual bump/bid will be posted, in its entirety, for a minimum of fourteen (14)
calendar days prior to the official sign-up date. A copy of the document will be
posted at all Equipment Management Division Facilities.

B. Seniority

Seniority within classification will be the principal factor for bumping and/or bidding.

1. Determination of Seniority

Seniority constitutes length of certified status within a class of the City service.
When two or more employees have the same length of time in the class, the
employee with the longest certified City employment time shall be senior. If a tie
still exists, the employee with the least amount of leave of absence without pay
(excluding leave of absence due to sickness, injury, or military service) shall have
the greater amount of seniority.

2. Dispute Resolution of Seniority


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Any disputes concerning the calculation of seniority length will be resolved by the
Public Works Department Human Resources Officer using the guidelines
identified in the above "Determination of Seniority."



ARTICLE 5: Benefits

Section 5-1: Health Insurance and Employee Assistance
The City will continue to offer health insurance plans for Unit members.

A. Medical and Dental Insurance

1. Effective August 1, 2004, the City and the Union agree to maintain the current
split for the health insurance monthly contribution for both single and family
coverage. If there is a rate increase or decrease, the City will pay 80% of the new
monthly contribution and the employee will pay 20%.

2. It is understood between the City and the Union that any changes in health
insurance benefits or rates shall be effective on or about January 1, and that the
City's monthly contributions will not, under any circumstances, exceed the actual
premium cost.

B. Employee Assistance Program

The City will continue the Employee Assistance Program, which will provide
confidential individual and family counseling to all Unit employees and their eligible
dependents. These services will be furnished by an independent contract agency to
be chosen by the City.

C. The City agrees to the continuation of a Health Insurance Advisory Committee for the
purpose of studying existing plans and to explore alternative plans. The Committee
shall include representatives of the City and Local 2384.

D. The $150 monthly allowance for Post Employment Health Plan accounts (PEHP)
continues for all qualifying employees eligible to retire after August 1, 2022. (The date
of an individual’s retirement eligibility was determined on August 1, 2007).


Section 5-2: Dental Insurance
The current dental split will also remain the same. If there is a rate increase or decrease,
the City will pay 100% of the new monthly contribution for single coverage. If there is a


Page 153
rate increase or decrease, the City will pay 75% of the new monthly contribution, and the
employee will pay 25% for family dental coverage.

The City agrees to contribute 100% of the cost to provide dental insurance for employees
enrolled in the base HMO or PPO plan for single employee coverage, and 75% of the
cost for family coverage.

The City agrees to retain the dental insurance plan for Unit members and their qualified
dependents. The plan shall consist of eighty percent (80%) payment of reasonable and
customary charges covered for preventive and diagnostic services, basic services, and
major services. The Plan shall also include an orthodontia benefit providing for eighty
percent (80%) payment of reasonable and customary charges up to a maximum lifetime
benefit of four thousand dollars ($4,000) per person. This plan is subject to the
deductibles and limitations contained in the contract between the dental insurance carrier
and the City of Phoenix.


Section 5-3: Life Insurance

The City will provide at no cost to Unit employees off-the-job and on-the-job life and
dismemberment insurance with a face value equivalent to the employee's annual base
salary rounded up to the next one thousand dollars ($1,000.00) or twenty-five thousand
dollars ($25,000.00), whichever is greater; in addition, the City will also provide death in
the line of duty insurance with a face value of seventy-five thousand dollars ($75,000.00).
It is understood between the City and the Union that any change in life insurance benefits
shall be effective on or about January 1. The designated beneficiary of a Unit member
will be paid for all accumulated sick leave hours that remain on the City's official file at the
time of a line-of-duty death of the Unit member, and payment will be based upon the Unit
member's base hourly rate of pay at the time of death. The beneficiary shall be that
person designated on the Employee Declaration of Beneficiary card for the City of
Phoenix Group Life Insurance Program on file in the City Human Resources Department.

Additionally, the City will provide to each Unit member a $200,000 death benefit covering
the Unit member’s commutation to and from his City work location. This policy will be
consistent with the policy negotiated in 1997 with CIGNA Group Insurance, and will cover
the Unit member commute for up to two hours before his shift begins, and two hours after
his shift concludes. The Union will only pay the cost of this benefit the first year of the
M.O.U.

In the event of the death of a Unit member while commuting to or from his work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. This policy will be
consistent with the terms of the 1997 agreement between the City of Phoenix and CIGNA
Group Insurance, for the payment of a supplementary commutation life insurance policy
for each Unit member. The Union will pay the cost of this benefit, if any, the first year of
each new M.O.U. period.


Page 154
Section 5-4: Long-Term Disability Insurance
Pursuant to A.R. 2.323, the City will offer a long term disability benefit for all regular full-
time unit members. The City may revise the A.R., provided, however, that such revisions
shall not conflict with the express provisions of the M.O.U. Employees who have been
continuously employed and working on a full-time basis for twelve (12) consecutive
months are eligible for long term disability coverage. After an established ninety (90)
calendar day qualifying period, the plan will provide up to 66 2/3% of the employee's basic
monthly salary at the time disability occurs and continue up to age seventy-five (75) for
employees who have been employed full-time for 36 months and one day. This benefit
will be coordinated with leave payments, industrial insurance payments, unemployment
compensation, social security benefits, and disability provisions of the retirement plan.
Unit II members must apply to activate this benefit.

Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than thirty (30)
months. Unit II members must apply to activate this benefit.


Section 5-5: Holidays and Vacation Leave
A. Employees, except those on hourly paid status, shall, when possible, without
disrupting the various municipal services, be allowed the paid holidays listed below:

New Year's Day January 1

Martin Luther King's Birthday Third Monday in January

President's Day Third Monday in February

Cesar Chavez’s Birthday March 31

Memorial Day Last Monday in May

Juneteenth Day June 19

Independence Day July 4

Labor Day First Monday in September

Veteran's Day November 11

Thanksgiving Day Fourth Thursday in November

Thanksgiving Day Friday after Thanksgiving Day



Page 155
Christmas Eve Four (4) hours on December 24

Christmas Day December 25

24 Personal Leave Hours After completion of six (6)
months' service

1. Personal leave hours are added to an employee’s vacation leave bank to be used
as such.

2. When a holiday named herein falls on Sunday, it shall be observed on the
following Monday, and when a holiday named herein falls on a Saturday, it shall
be observed on the preceding Friday, except that the Library Department may
observe such holidays on Saturday, and in the case of continuous and/or seven
(7) day operations, holidays shall be observed only on the calendar days on which
they actually fall. This paragraph shall not apply to Christmas Eve which shall be
granted only when it falls on the employee's regular scheduled workday.

A Unit employee working in continuous and/or seven (7) day operation, whose
regularly scheduled day off falls on a holiday specified above, who is not on
standby (Article 3 Section 3-6), and who is scheduled to work a regular shift on
such holiday and scheduled day off, shall be compensated as follows: eight (8)
hours pay for the holiday plus pay at time and one-half (1 1/2) the regular rate for
each hour assigned and worked to a maximum of eight (8) hours.

B. Vacation Accumulation

Vacation accrual, carryover, and separation pay-out shall be governed by the
following table:
MONTHLY
SERVICE ACCRUAL

0-5 years 8 hours
6-10 years 10 hours
11-15 years 11 hours
16-20 years 13 hours
21+ years 15 hours

MAX. CARRYOVER MAX. PAYOUT

192 Hours 240 Hours
240 Hours 300 Hours
264 Hours 330 Hours
312 Hours 390 Hours
360 Hours 450 Hours




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Unit members shall be allowed “vacation sell-back” twice per calendar year, on the
last paycheck of November and/or May. The total annual buy out is up to a maximum
of eighty (80) hours taken in no more than forty (40) hour increments, after the
employee has accumulated a minimum of one hundred twenty (120) hours of
vacation leave. The employee must take a minimum of forty (40) hours of
vacation/comp-time during the calendar year to qualify for these payments.
From July 1, 2016 through June 30, 2018, the vacation sell back remains in
concession at 40 hours maximum. Effective July 1, 2018, this benefit is restored to
80 hours.

Unit members may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness of an employee or their immediate family member. An immediate family
member is defined as the employee’s spouse, qualified domestic partner, mother,
father or child. Child is defined as a biological, adopted, foster or stepchild, legal ward,
or a child of a person standing in place of a parent. Or a brother, sister, grandparent,
or in-law who are living with the employee and under his/her care. Requests to
receive such leave contributions will require a completed doctor’s certification.

All unit members whose regularly assigned work week consists of 4/10 shifts, shall
not be required to submit documentation for 2 hours of paid leave on the following
holidays:

1. Memorial Day, last Monday in May
2. Juneteenth, June 19
3. Independence Day, July 4
4. Labor Day, first Monday in September
5. Veterans Day, November 11
6. Thanksgiving Day, fourth Thursday in November
7. Friday after Thanksgiving Day
8. Christmas Day, December 25


Section 5-6: Uniforms

A. Airport Security Guards (Class Code 24000) uniforms will be supplied by the Aviation
Department.

B. On the effective date of this Memorandum, the City will assume responsibility for the
weekly cleaning/laundering of uniforms issued to those Unit members who are
employees of the Equipment Management Division of the Public Works Department.





Page 157
Section 5-7: Parking
A. Employees regularly assigned to the Airport Terminal buildings shall be provided
parking facilities without charge at a location at the airport to be specified by the
Director of Aviation.


B. Effective July 8, 2002, all employees who pay for parking will be charged half price
at any downtown City owned parking garage if they park a motorcycle.


C. All regular full-time and regular part-time Unit employees will receive, upon request,
a City issued bus pass at no cost to the employee.

D. The City will provide 4 parking cards to the Union.


Section 5-8: Tool Allowance
A. Unit employees in the following eligible classifications will receive a tool maintenance
allowance of three hundred dollars ($300.00) per annum.

Payment for tool allowance will be made on or about September 1.

Classification

User Technology Specialist U2

Instrumentation and Control Specialist

Trades Helper, Assigned U2

Equipment Service Worker I

Electrician Helper

Electrician Apprentice

Electrician

Electrician, Assigned Lead

Traffic Signal Technician

Telecommunications Specialist


Page 158
Welder, Assigned U2

Building Equipment Operator I, assigned U2

Building Equipment Operator II, assigned U2

Building Maintenance Worker, Assigned U2

Locksmith

B. Unit employees in the following eligible classifications will receive a tool
maintenance allowance of six hundred dollars ($600.00) per annum.

Payment for tool allowance will be made on or about September 1.

Equipment Service Worker II

Automotive Technician and all assignments

Heavy Equipment Mechanic and all assignments

Equipment Repair Specialist

Body Repair Specialist

Helicopter Mechanic

Fuel Systems Support Technician

Aircraft Technician and assignment


Section 5-9: Parental Leave

A. The City will, as a matter of general policy, and subject to operational needs,
authorize up to three (3) months of unpaid leave for an employee who is the parent
of a newly born or legally adopted child or any Unit member who needs to care for
an ill family member. Family members include spouse, children (natural, adopted,
foster, or stepchildren), brother, sister, parents, grandparents, as well as others living
in the same household with the employee. Approval and use of this leave shall be
subject to existing Personnel Rules.

B. An employee may use up to ten (10) hours of accumulated sick leave in at least one-
hour increments each calendar year for the home care or medical treatment for an
immediate family member residing in the employee’s household. When there is an


Page 159
extreme illness or injury situation where a life or death question exists involving an
immediate family member, an employee may use up to five (5) days of accumulated
sick leave. (This should not be construed as bereavement leave under Personnel
Rule 15g).

In addition, employees may have dependent care situations where the above leave
is insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an
immediate family member up to a maximum of five (5) incidents not to exceed a total
of forty (40) hours each calendar year.

For all the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor, when
evaluating the job performance of an employee involved in a leave-management
program, up to a maximum total of seven (7) incidents per calendar year. An incident
is defined as an absence from work, regardless of the length of time.

An immediate family member is defined as the employee’s spouse, qualified
domestic partner, mother, father or child. Child is defined as a biological, adopted,
foster or stepchild, legal ward, or a child of a person standing in place of a parent. Or
a brother, sister, grandparent, or in-law who are living with the employee and under
his/her care.



ARTICLE 6: Miscellaneous

Section 6-1: Saving Clause
A. If any article or section of this Memorandum should be held invalid by operation of
law or by a final judgment of any tribunal of competent jurisdiction, or if compliance
with or enforcement of any article or section should be restrained by such tribunal,
the remainder of this Memorandum shall not be affected thereby; and upon issuance
of such final decree, the parties, upon request of either of them, shall meet and confer
to endeavor to agree on a substitute provision or that such a substitute provision is
not indicated.


Section 6-2: Copies of Memorandum

Within sixty (60) days of the date that this Memorandum is adopted by the City Council,
the Union will arrange for printing of jointly approved copies of it for furnishing one to
every Unit employee, Unit supervisor, and to management personnel. The cost of such
duplication and distribution will be borne equally by the Union and the City.



Page 160
Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors and Suppliers), as may be amended.


Section 6-3: Apprenticeship Programs
The City will make available to the Union copies of all existing apprenticeship agreements
affecting Unit II employees.


Section 6-4: Part-Time Employees
A. Hourly paid Unit members, excluding seasonal and temporary employees, who have
worked a minimum of fifty (50) hours in each pay period for twenty-six (26)
consecutive weeks shall be entitled to vacation credits of four (4) hours per month.
Vacation credits shall be calculated and paid in cash, in December and June.

Continuation of this entitlement will be determined on November 1, February 1, and
May 1. If the employee has worked a minimum of fifty (50) hours in each pay period
in July, August, and September, his participation shall continue for the period
November through January. A similar review and qualification will be required for
October, November, and December; January, February, and March; and April, May,
and June. If the employee separates from City employment, the participation will
cease.

B. Hourly paid employees, excluding seasonal employees, may be considered for
advancement from pay step 1 to pay step 2 after completing 1,040 hours of work at
step 1. Advancement from pay step 2 to pay step 3 and each subsequent step in a
range may be considered after working 2,080 hours in each step.

C. No full-time or part-time permanent employees in the City Civic Plaza Department
shall be displaced or their hours reduced by the utilization of temporary employees,
unless the issue has been discussed by the parties in a Labor/Management meeting
and the City has complied with the provisions of Management Procedure 5.501,
dated February 7, 1994.

Based upon mutually agreed upon frequency, departments will establish regular
Labor Management meetings with union leadership to ensure productive
communications on items such as: department policy changes and the outsourcing
of services currently performed by unit members which could directly result in a
reduction in the number of permanent Unit positions (“contracting out”).





Page 161
Section 6-5: Department Certifications and Required Licenses

The City will reimburse Unit members of the Water Services Department for expenses
incurred as a result of acquiring and maintaining certification required by the Arizona
Department of Environmental Quality. Unit member of the Water Services Department
will be reimbursed for 1 (one) fail and/or 1 (one) pass per certification.

Employees will be allowed City time to renew their CDL license and/or related
endorsements and will be reimbursed for such renewal fees which include the HAZMAT
background screening fee.

The City will provide reimbursements to Unit members for CDL endorsements.

Employees in the Water Services Department will receive a one-time special merit
increase/step adjustment when they obtain a higher ADEQ Grade Certification than
required for their job classification. Employees must provide a copy of their examination
results.

When the employee obtains a higher ADEQ Grade Certification and submits results for
reimbursement or merit increase, there will be no change to the employees PMG
anniversary date.


Section 6-6: Safety Manual

The parties agree that, during the term of this Memorandum, the City will publish a Safety
Manual covering all citywide safety issues.

The Health and Safety Committee established in Article 2 Section 2-3 of this
Memorandum will be given the opportunity to review and to offer input on the manual
while it is in draft form and before its final publication.

Once published, there will be no changes made in the manual without the review of the
Health and Safety Committee.

Employees are entitled to exercise the rules under OSHA by relating to the competent
person assigned that the situation is unsafe and in conflict with OSHA rules.


Section 6-7: Term and Effect of Memorandum
A. This Memorandum shall remain in full force and effect commencing with the
beginning of the first regular pay period in July 2023 up to the beginning of the
first regular pay period commencing in July 2024, and thereafter shall continue
in effect year by year unless one of the parties notifies the other in writing no later



Page 162
than December first of the final contract year of its request(s) to modify or terminate
it.

B. Except as expressly provided in this Memorandum, the City shall not be required to
meet and confer concerning any matter, whether covered or not covered herein,
during the term or extensions thereof.

However, the parties will continue to meet with affirmative willingness to resolve
grievance and disputes relating to wages, hours and working conditions without
effecting the terms of this agreement.

C. If any section or provision of this Memorandum violates existing Federal, State, or
City law, then such law shall supersede such provision or section.

D. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with
the meet and confer proceedings resulting in this Memorandum is precluded from
initiating any further meeting and conferring for the term thereof relative to matters
under the control of the City Council or the City Manager.

E. The provisions of this Memorandum apply to all Unit employees, except that
entitlement to health, life, and long term disability insurance; holiday, overtime, and
show-up time benefits for regular hourly employees shall continue in accordance with
present practice and policy.

Permanent employees shall not be laid off from City employment and replaced by the
hiring of part-time employees solely for the purpose of eliminating the cost of existing
full-time benefits received by permanent employees.

F. This Memorandum constitutes the total and entire agreements between the parties
and no verbal statement shall supersede any of its provisions. All side agreements
modified during this contract period must contain an effective starting and expiration
timeframe. Any supplements, amendments, or modifications to this M.O.U. shall be
executed by duly authorized representative of each party.


Section 6-8:

The City shall create an Employee Memorial for those Unit II employees lost to
COVID-19 to thank them for their service to the City of Phoenix. This Memorial can
be in conjunction with other Memorials the City may have planned.





Page 163
IN WITNESS WHEREOF, the parties have set their hands this
_______ day of May, 2023




_____________________________________________________________________
Jason Henley, President, AFSCME Local 2384


_____________________________________________________________________
Corina Ramsey, Deputy Director, Human Resources, City of Phoenix


_____________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix


ATTEST:


______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED TO FORM:


______________________________________________________________________
City Attorney, City of Phoenix




AFSCME 2384 Team: City of Phoenix Team:
Jason Henley, President Corina Ramsey, Deputy Human Resources Director
James Sagar Janice Pitts, Deputy Human Resources Director
Diana Peterson Brandy Kelso, Water Services Department
James Mckenna Gabe Nevarez, Aviation Department
Donald Furnival Keith Carbajal, Public Works Department
Alejandro Gutierrez Bob Fingerman, Phoenix Convention Center
Mario Ayala Brittany Whittle, Human Resources (Coordinator)
Christopher Idlebird Donna Love, Human Resources (Scribe)
Lorenzo Ortega



Page 164
Addendum A - Allocation of Stewards
The allocation of new steward positions under Article 1 will be referred to the Labor-
Management Committee for appropriate action.

Guidelines for designation of new stewards shall include:

1. A designated steward must be one from amongst employees regularly working at
a specified job site.

2. The designation of job site stewards shall take into consideration the following:

a. proportional representation of approximately 1-30,

b. organizational structure of department,

c. avoidance of duplicating service,

d. crew size of work unit divisions.





Page 165
ATTACHMENT A
(Subject to Reallocation)

Site Steward Allocations

Department/Division Site

Aviation/Bldg. Ops. Sky Harbor Airport
General Aviation Deer Valley Airport
Goodyear Airport
Maint/Air. Sect. Sky Harbor Airport
Op./Custodians All Term.-Sky Harbor
Electrical Maint. Electrical Shop
Op./Security Phoenix Convention Center
Event Services Phoenix Convention Center
Housing/Conventional All Conventional Sites
Elderly All Elderly Sites
Public Works Bldg Maint 2631 S. 22nd Ave.
Equipment Mgmt. 22nd Ave. Service Center
Fire Operations
Salt River Service Center
Union Hills Service Center
Glenrosa Service Center
Okemah Service Center
Fire Operations Center 150 S. 12th St.
Street Trans./Materials/Insp. 1034 E. Madison
Street Trans./Survey 1034 East Madison
Street Trans./Operations 2141 E. Jefferson
Waste/Wastewater Treatment 23rd Ave. & Durango
91st Ave. Plant
Water Pollution Control
Wastewater Collection 52nd St. & Thomas
Northwest Service Center
North Yard
Water Customer Service A.1-2525 E. Hess
A.2-2002 E. Maryland
A.3-16201 N. 21st Ave.
A.4-2301 W. Durango
A.5-138 E. Union Hills
Water Production Verde Plant
Deer Valley Plant
Squaw Peak Plant
Union Hills Plant
Val Vista Plant
52nd St. & Thomas
Phoenix Wells West


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ATTACHMENT A - CONTINUED
(Subject to Reallocation)

Site Steward Allocations

Water Distribution 3045 S. 22nd Ave.
52nd St. & Thomas
Corona Yard
Deer Valley Yard
Morten Yard
Paradise Valley Yard
Heavy Maint. Yard
Heavy Maint. Yard
Water/Wastewater Specialized Svcs Electricians
Heavy Maint.
Light Maint. (O&M)
Instrument & Control Specialist

Chief Steward Allocations

Department Division

Aviation Sky Harbor All (4)
Police/Fire/Street Trans. All (3)
Public Works All (2)
Housing All (2)
Water/Wastewater
Wastewater Treatment – 23rd Avenue 91st Avenue (3)
Wastewater Collections All (2)
Water Customer Services All (2)
Water Pollution Control All
Water Production All (3)
Water Distribution All (2)
Specialized Services All (2)

Lead Steward Allocations
Department

Aviation (3)
Public Works (2)
Street Transportation
Phoenix Convention Center (2)
Fire
Housing
Police
Water Services (6)


Page 167
Attachment B (Relating to Vacation Leave)

All of the following, including the agreed-upon Intent, are material terms of this Attachment
B and if any provision contained herein is not accepted by the City, the City Council or
the employee group, this entire Attachment B becomes null and void:

Section 3-4 (Continued)

A. Final Average Compensation and Vacation Leave

1. The number of vacation leave hours eligible to be cashed out and included in
an employee’s Final Average Compensation upon retirement will be limited
to the number of vacation leave hours in the employee’s leave bank on June
30, 2014, not to exceed 450 hours.


2. The City recognizes that the Union may bring a lawsuit regarding the City’s
proposed implementation of the practice set forth in this Attachment B by
submitting the dispute concerning the City’s proposal and planned
implementation of the practice in Paragraph B.1 of this Attachment B to a
court of competent jurisdiction.

3. The Parties expressly agree that nothing contained in Section 3-4 or this
Attachment B shall be construed to constitute an agreement by the Union to
the lawfulness of the practice set forth in Attachment B or the lawfulness of
implementation of the changes set forth in Paragraph B.1 of this Attachment
B. Nor shall anything contained in this Attachment B constitute a waiver of
the Union’s, employees’ or the City’s claims or defenses in connection with a
lawsuit as set forth in Paragraph B.2. hereof regarding the lawfulness of the
City’s proposed implementation of the changes set forth in Paragraph B.1.
The City agrees not to make any argument based on this Attachment B
regarding waiver, estoppel, ratification, novation or any similar arguments
based on this Attachment B. The City expressly agrees it waives any rights
to argue and will not and may not argue, based on this Attachment B, in any
lawsuit as set forth in Paragraph B.2 regarding the lawfulness of City’s
proposed implementation of the changes in Paragraph B.1, that the Union or
Unit 2 employees agreed to the lawfulness of such changes including, without
limitation, by asserting that the Union or employees agreed to the lawfulness
of such change based on this Attachment B, the negotiations leading up to
this Attachment B, the ratification of the M.O.U. by the Unit 2 employees or



Page 168
based on any action or statements of the Union in relation to this Attachment
B.

4. The Parties further agree that until there is a final judgment and declaration
with respect to the rights of the parties regarding the lawfulness of and the
proposed implementation of the practice in Paragraph B.1, if the City
calculates retirement benefits based on such practice, the Union will not seek
a temporary restraining order, preliminary injunction or other interim relief to
cease the practice set forth in paragraph B.1. The City expressly agrees that
it waives any rights to argue and will not and may not argue that failure to
seek a temporary restraining order, preliminary injunction or other interim
relief to cease the practice set forth in paragraph B.1 constitutes estoppel, an
agreement to such practice or waives any rights to challenge such practice
nor will the City argue that either the Union or Unit 2 employees agreed to the
lawfulness of the practice set forth in Paragraph B.1 or such practices based
on the failure to seek a temporary restraining order, preliminary injunction or
other interim relief.

5. The City and the Union further agree that in the event a court determines in
a lawsuit as described in Paragraph B.2., after final judgment and all appeals
are exhausted, that: (a) the vacation payments at issue in Paragraph A are
compensation within the meaning of the Charter; or (b) determines that the
practice set forth violates the contractually vested rights of employees; or (c)
determines that the practice violates either the Arizona or United States
Constitutions, the City shall, as soon as is reasonably practicable after final
judgment and all appeal rights are exhausted, sever Paragraph B.1 of this
Attachment B and its terms from this M.O.U. and will take whatever
administrative action is reasonably necessary to undo the practice described
in this Attachment B as required to implement such court’s judgment and
make any affected employees whole. The City shall meet and discuss with
the Union about such administrative action before such action is taken and
shall advise the Union first before advising affected Unit 2 employees about
any such administrative action that directly affects Unit 2 employees

6. The City and the Union further agree that, in the event of a final judgment in
the Union’s favor such as described in Paragraph B.5. of this Attachment, and
after all appeals are exhausted, the City will apply such judgment retroactively
to undo the effect of the practices described in this Attachment B.1 on any
employees affected or bound by this Attachment B and make such
employees whole, including without limitation those Unit 2 employees who



Page 169
retire after June 30, 2014 but before such final judgment and appeals are
concluded. The City shall meet and discuss with the Union about what
actions are taken to undo the effect of the practices and shall provide the
Union with information concerning what Unit 2 employees retired after June
30, 2014 who were affected by Paragraph B.1 of this Attachment B as
reasonably requested by the Union. The City agrees that it will not argue or
claim that such judgment should be applied prospectively only.





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Attachment C (Relating to Sick Leave)

All of the following are material terms of this Attachment C and if any provision contained
herein is not accepted by the City, the City Council or the employee group, this entire
Attachment C becomes null and void:

Section 3-4 (Continued)

B. Sick Leave Cash Out Formula (Continued)

1. Final Average Compensation and Sick Leave.
a. The number of sick leave hours eligible to be cashed out and included in an employee’s
Final Average Compensation upon retirement will be limited to the number of sick leave
hours in the employee’s leave bank on July 1, 2012, provided all criteria are met as
described in Subsection A of Section 3-4 of this M.O.U..


b. Employees with less than 250 hours of accrued and unused sick leave on July 1, 2012,
will not meet the minimum balance requirements for a sick leave cash out that can be
included in their Final Average Compensation.

c. The portion of accrued and unused sick leave that is not included in the Final Average
Compensation upon retirement can be cashed out as a lump sum upon retirement,
provided all criteria are met as described in Subsection A of Section 3-4 of this M.O.U.

2. The Parties agree that Paragraph C.1(a-c) of this Attachment C of this M.O.U. shall
not take effect, unless and until a final judgment, after all appeals are exhausted, has
issued in the City’s favor on all claims asserted by the Plaintiffs, as to the lawfulness of
the practice described in Paragraph C.1(a-c), in the pending lawsuit, Piccioli, et. al., v.

3. The Parties agree that nothing in either Paragraph C.1 (a-c) or this Attachment C of
this M.O.U. shall be construed to be a waiver of either the Union’s or the City’s claims or
defenses in connection with the Piccioli lawsuit, including any of the City’s arguments in
defense of continuing its current practice under Administrative Regulation 2.441 or any of
the Union’s arguments that it never agreed to such changes in the MOU effective July 1,
2012 through June 30, 2014 or otherwise. The City agrees not to make any argument
based on this Attachment C regarding waiver, estoppel, ratification, novation or any
similar arguments based on this Attachment C. The City expressly agrees it waives any
rights to argue and will not and may not argue, based on this Attachment C, in the Piccioli
matter regarding the City’s proposed implementation of the changes in Paragraph C.1(a-
c), that the Union or Unit 2 employees agreed to the lawfulness of such changes including,


Page 171
without limitation, by asserting that the Union or employees agreed to the lawfulness of
such change based on this Attachment C, the negotiations leading up to this Attachment
C, the ratification of the MOU by the Unit 2 employees or based on any action or
statements of the Union in relation to this Attachment C.

4. In the event a final judgment as described in Paragraph C.2. is issued, the Parties
agree that the City may, as soon as is reasonably practicable after final judgment and all
appeal rights are exhausted, take whatever administrative action is reasonably necessary
to implement the practice described in Paragraph C.1(a-c) of this Attachment C, provided
such action is consistent with the Court’s final judgment. The City shall meet and confer
with the Union about such administrative action before such action is taken and shall
advise the Union first before advising any other Unit 2 employees about any
administrative action regarding implementation of Paragraph C.1(a-c) that directly affects
Unit 2 employees.





Page 172



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Item text
Public Comment on Proposed MOU Between City of Phoenix and American
Federation of State, County and Municipal Employees, AFSCME Local 2960 (Unit
3)

Request for City Council to receive public comment on the terms of the proposed
Memorandum of Understanding (MOU) with the American Federation of State, County
and Municipal Employees, AFSCME Local 2960 (Unit 3).

Section 2-218 (G) of the Meet and Confer section in the City Code provides that a
proposed MOU be filed with the City Clerk following its ratification by the employee
organization and, "At the earliest practicable date thereafter the City Council of the City
of Phoenix shall provide on its agenda an opportunity for public comment on the terms
of the Memorandum of Understanding prior to the Council acting thereon."

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.




Page 173
ATTACHMENT A




MEMORANDUM OF UNDERSTANDING

2023 – 2024

CITY OF PHOENIX

AND

AMERICAN FEDERATION

OF STATE, COUNTY

AND MUNICIPAL EMPLOYEES,

LOCAL 2960 AFL-CIO

REPRESENTING UNIT 3 EMPLOYEES




Page 174
Table of Contents

PREAMBLE ........................................................................................................................ 4

ARTICLE 1: Rights ............................................................................................................ 5
Section 1-1: Purpose/Gender .......................................................................................................... 5
Section 1-2: City and Department Rights ....................................................................................... 5
Section 1-3: Union Rights............................................................................................................... 6
Section 1-4: Rights of Unit Members ........................................................................................... 11
Section 1-5: Prohibition of Strike and Lockouts .......................................................................... 21
Section 1-6: New Positions and Classifications ........................................................................... 22

ARTICLE 2: Grievance/Arbitration/Labor Management ............................................... 22
Section 2-1: Grievance Procedure ................................................................................................ 22
Section 2-2: Labor-Management Committee ............................................................................... 30
Section 2-3: Health and Safety Committee................................................................................... 31

ARTICLE 3: Compensation/Wages ................................................................................ 32
Section 3-1: Wages ....................................................................................................................... 32
Section 3-2: Overtime ................................................................................................................... 35
Section 3-3: Out-of-Class Pay ...................................................................................................... 38
Section 3-4: Sick Leave Cash Out Formula.................................................................................. 39
Section 3-5: Shift Differential Pay................................................................................................ 39
Section 3-6: Stand-By Pay ............................................................................................................ 39
Section 3-7: Show-up Time .......................................................................................................... 40
Section 3-8: Jury Duty Pay ........................................................................................................... 40
Section 3-9: Deferred Compensation Program ............................................................................. 41
Section 3-10: Compensation for Approved Training ................................................................... 41

ARTICLE 4: Hours of Work/Working Conditions .......................................................... 41
Section 4-1: Hours of Work .......................................................................................................... 41
Section 4-2: Rest and Lunch Periods ............................................................................................ 43
Section 4-3: Clean-up Time .......................................................................................................... 44
Section 4-4: Seniority ................................................................................................................... 44

ARTICLE 5: Benefits ....................................................................................................... 44
Section 5-1: Health Insurance ....................................................................................................... 44
Section 5-2: Dental Insurance ....................................................................................................... 46
Section 5-3: Life Insurance ........................................................................................................... 46
Section 5-4: Long-Term Disability ............................................................................................... 47
Section 5-5: Holidays and Vacations ............................................................................................ 47
Section 5-6: Uniforms ................................................................................................................... 49
Section 5-7: Tuition Reimbursement ............................................................................................ 52
Section 5-8: Car Insurance, Mileage Allowance, Bus Pass and Parking ...................................... 52
Section 5-9: Unpaid Parental Leave / Family Leave .................................................................... 53
Section 5-10: Retirement Program and Benefits .......................................................................... 54

ARTICLE 6: Miscellaneous ............................................................................................. 54
Section 6-1: Saving Clause ........................................................................................................... 54


Page 175
Section 6-2: Copies of Memorandum ........................................................................................... 54
Section 6-3: Term and Effect of Memorandum ............................................................................ 55
Section 6-4: ................................................................................................................................... 56

ATTACHMENT A ............................................................................................................. 58
ATTACHMENT B (Relating to Vacation Leave)............................................................. 59
ATTACHMENT C (Relating to Sick Leave) .................................................................... 61
ATTACHMENT D ............................................................................................................. 63
APPENDIX E .................................................................................................................... 64





Page 176
PREAMBLE
WHEREAS, the well-being and morale of employees of the City are benefited by providing
employees an opportunity to participate in the formulation of policies and practices affecting
the wages, hours and working conditions of their employment; and

WHEREAS, the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter Memorandum) are not intended to abrogate the authority and
responsibility of City government provided for under the statutes of the State of Arizona or
the Charter or Ordinances of the City of Phoenix, except as expressly and lawfully modified
herein; and

WHEREAS, the parties, through their designated representatives, met and conferred in
good faith pursuant to the Meet and Confer Ordinance in order to reach agreement
concerning wages, hours, and other terms and conditions of employment of employees of
Unit III;

NOW, THEREFORE, the City of Phoenix, hereinafter referred to as the "City" and Local
2960, as an affiliate of the American Federation of State, County and Municipal Employees,
AFL-CIO, hereinafter referred to as the "Union," having reached this complete agreement
concerning wages, hours, and other terms and conditions for the term specified, the parties
submit this Memorandum to the City Council of the City of Phoenix with their joint
recommendation that body resolve to adopt its terms.





Page 177
ARTICLE 1: Rights

Section 1-1: Purpose/Gender
Whenever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.

A. Recognition

The City recognizes the Union as the sole and exclusive Meet and Confer agent,
pursuant to the Meet and Confer Ordinance as amended, for the purpose of
representation regarding wages, hours, and other conditions of employment for all
regular full time and regular part time employees in positions constituting Unit III, as
certified May 22, 1978, or as may be modified by the Phoenix Employment Relations
Board (PERB).

If a court of competent jurisdiction (defined as Arizona Supreme Court or U. S. Supreme
Court) determines that "fair share" does not violate Arizona State Law, then the Union
and the City of Phoenix shall open up the contract to bargain in good faith on this issue.

If any conflict exists between the language in an A.R. or employment/ department rule
and the language of the negotiated M.O.U., the M.O.U. shall prevail.


Section 1-2: City and Department Rights
The Union recognizes that the City has and will continue to retain, whether exercised or not,
the unilateral and exclusive right to operate, administer and manage its municipal services
and work force performing those services in all respects subject to this Memorandum.

The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not officially and expressly modified by specific
provisions of this Memorandum of Understanding, and such decision making shall not be in
any way, directly or indirectly, subject to the grievance procedure contained herein.

The exclusive rights of the City shall include, but not be limited to, the right to determine the
organization of City government and the purpose and mission of its constituent agencies,
to set standards of service to be offered to the public, and through its management officials
to exercise control and discretion over its organization and operations, to establish and
effect Administrative Regulations and employment rules and regulations, consistent with
law and the specific provisions of this Memorandum of Understanding to direct its
employees, to take disciplinary action for just cause, to terminate or reassign its employees
from duty because of lack of work or for other legitimate reasons, to determine the methods,
means and personnel by which the City's services are to be provided, including the right to
schedule and assign work and overtime, and to otherwise act in the interest of efficient
service to the community.


Page 178
Nothing herein shall preclude the City from being in compliance with the Americans with
Disabilities Act.


Section 1-3: Union Rights
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article. In compliance
with City Code Article XVII Employer-Employee Relations, Chapter 2-214, Public Employee
Rights (as of Feb 18, 2021), any Union release time, including that of full-time release
positions, shall count as time worked in the unit member’s job classification.

A. Union Release

The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and AFSCME Local 2960 have negotiated
full-time release positions, and release hours, as an efficient and readily available point
of contact for addressing labor-management concerns. Examples of work performed by
representatives using union release in support of the City include ensuring
representation for employees during administrative investigations and
grievance/disciplinary appeal meetings with management; participating in collaborative
labor-management initiatives that benefit the City and the members; serving on City and
departmental task forces and committees; facilitating effective communication between
City and Department management and employees; assisting unit members in
understanding and following work rules; and administering the provisions of the
Memorandum of Understanding. Union release is also used for authorized employees
to prepare for appeals and hearings and attend Union conferences, meetings, seminars,
training classes and workshops so that employees better understand issues such as
City policies and practices, conflict resolution, labor-management partnerships, and
methods of effective representation. The cost to the City for these release positions and
release hours, including all benefits, has been charged as part of the total compensation
package detailed in this agreement.

For a unit member whose regular shift is other than day shift, there will be flexibility in
changing his normal work hours for the purposes of attending official Labor-
Management meetings called by or with the concurrence of the Department Head or
designee.

In accordance with the City’s selection and interview process guidelines and at
management’s request, Union Designated Employees will participate in City Selection
processes.

1. Full-Time Release Positions

The President or President’s Designee and three additional full-time release
positions to be designated by the Executive Board of the Union, shall each be


Page 179
allowed up to 2,080 work hours per M.O.U. year to engage in lawful union activities,
pursuant to and consistent with this Memorandum. The full-time release employees
will be engaged in either union activities or city activities in accordance with city
administrative regulations during paid release time. The City will pay the employees’
full time fringe benefits. Time used for this purpose in excess of 2,080 hours per
position shall be at the expense of the Union, and the Union shall reimburse the City
at the applicable employee’s hourly rate of pay.

The Union will keep the Labor Relations Division apprised of the regular work
schedules of the release positions and submit leave slips for processing.

Upon return to regular City duties, a full-time release employee shall be reinstated to
his/her original position, location and schedule by seniority. In addition, any approved
leave time the full-time release employee had scheduled prior to his/her return shall
be honored by the department.

The City values and benefits from the participation of Union leaders on citywide task
forces and committees, Labor-Management work groups, and a variety of Health and
Safety committees. These activities take time away from expected tasks such as
representation and communicating with the membership and may occur outside the
regular work day of the Union officials. The full-time release positions agree to
participate in these important committees and task forces. In recognition of this
commitment, the City agrees to provide a compensatory time bank of 520 hours and
paid overtime rates for use by the full-time release positions each MOU year. The
Union will submit a written request to redeem the hours from this bank to the Labor
Relations Division no later than July 1st of each MOU year for remittance with the
second paycheck in August.

2. Union Stewards

The Union may designate 52 stewards including 10 Chief Stewards and 19 Lead
Stewards to serve as employee representatives. Such designation shall be made
from amongst employees regularly working at the job sites as specified in Attachment
"A" hereto. The Labor-Management Committee will discuss the job site allocation of
the 52 stewards upon request by either party (Attachment A). Employees must have
completed the initial City probationary period of 1 year to be eligible for designation
as a steward.

The Union shall notify Labor Relations in writing of its designations and re-
designations of stewards.

There shall be no obligation on the City, nor shall the City change or adjust
employees' permanent regular work schedules or assignments solely as a result of
such designations.

One such steward from the Grievant’s home department and the Grievant may, after
the Grievant and the supervisor were unable to resolve the matter informally (Article
2, Section 2-1), when the Union is designated by the Grievant as his representative,
attend mutually scheduled grievance meetings with department representatives


Page 180
without loss of pay or benefits during City time. One steward working in the same
department as a unit member under investigation may also attend investigative
meetings without loss of pay or benefits during City time. Stewards not from the same
department as the grievant or employee under investigation may provide
representation, however the total time spent on representation will be requested from
and charged to the bank of hours as outlined in 1-3 A 3.

Stewards with assigned City vehicles who are on duty and actively working, and are
scheduled to return to duty at the conclusion of the meeting, may use the City vehicle
to attend mutually scheduled grievance and/or labor-management meetings with
department representatives.

The unit will be allowed, subject to operational and scheduling factors and 14
calendar days advance notice, up to one shift (either 8 or 10 hours depending upon
their regular schedule) of paid release time for authorized stewards to attend a one-
time contract orientation session conducted by the Union in each year of the contract.

3. Bank of Release Hours

The unit will be allowed, during each 12 month term of this Memorandum, subject to
operational and scheduling factors and 48 hours advance notice to the Labor
Relations Division. A unit total of 4,540 hours paid release time in a bank of release
hours per M.O.U. year.

With the exception of the ten elected union officials, only one representative may be
released from the same work group on the same shift at the same time. The union
may request an exception when training is being provided by the International Union.
Approval will not be arbitrarily withheld.

Any hours used in excess of the bank of hours must be approved by the Labor
Relations Administrator and the AFSCME Local 2960 President. The number of
hours used in excess of the bank at the end of the MOU term will be deducted from
the bank of hours in the first year of the next MOU. A surplus of hours will be carried
over into the next MOU to a maximum beginning bank of 6,810.

B. Unpaid Time

Unit members may be authorized in advance in writing to engage in lawful unit-related
activities during City work hours on a non-paid basis by the City Manager or his designee
in his unrestricted discretion according to the applicable Personnel Rules. A member
selected by the Union to do unit representation work which takes the employee from his
employment with the City shall, at the written request of the Union, and subject to Civil
Service rules and the approval of the Personnel Official, be granted an unpaid leave of
absence. The leave of absence shall be in increments of no less than 3 months and
shall not exceed 1 year, but it may be renewed or extended for a similar period upon the
request of the Union.

C. There shall be no use of official time for unit related activities except as expressly
authorized under the aforesaid sections. The City reserves the right to deny approval


Page 181
of requests for use of official time for activities not expressly authorized under this
Memorandum.

D. International and Local 2960 Union Representatives

Accredited A.F.S.C.M.E. International, and designated Local 2960 Chief Steward and
Lead Stewards shall be admitted to the buildings and grounds of the City during working
hours for assisting in the adjustment of grievances, so long as such will not interfere with
any work operation or the safety and security of any work site. Such representatives will
check in with the supervisor involved and will be required to conform to the safety
regulations of the work site.

E. Payroll Deduction

1. The City shall deduct from the first and second pay warrants of Union members, in
each month, the regular periodic Union membership dues and regular periodic Union
sponsored insurance premiums pursuant to the City's deduction authorization form
duly completed and signed by the employee and transmit such deductions monthly
to the Union no later than the 14 day following the end of the pay period in which the
deduction occurs, along with an alphabetical list of all employees for whom
deductions have been made. Such deduction shall be made only when the Union
member's earning for a pay period are sufficient after other legally required
deductions are made.

2. Authorization for membership dues deduction herein under shall remain in effect
during the term hereof unless revoked in writing by the employee. Revocation of
deductions shall be accepted by the City only during the first week of July or January
of each year of the term of this memorandum to be effective the following payroll
period. The City will notify the Union of any revocations submitted to it.

3. The City shall not make dues deductions for unit members on behalf of any other
employee organization (as defined in the Meet and Confer Ordinance) during the
term of this Memorandum.

4. It is agreed that the City assumes no liability except for its gross negligence on
account of any actions taken pursuant to this section. The City will, however, as
promptly as technically possible, implement changes brought to its attention.

5. The City shall, at the written request of the Union during the term of this agreement,
make changes in the amount of dues deduction hereunder for the general
membership, provided costs for implementing such changes shall be reimbursed by
the Union at actual cost incurred by the City.

F. Facilities and Services

The Union may distribute material on the City's premises (buildings and grounds) before
and after scheduled working hours or in non-work areas during scheduled work hours
provided that both the person distributing and the employee receiving such material are
on their own time.


Page 182
The Union shall be allowed to send one union-requested communication per month
using the City Email System to communicate with Unit 3 employees. Requests will be
processed through Labor Relations. Issues stemming from this agreement will not be
subject to the grievance procedure and will be discussed in labor-management
meetings.

The Union’s web page shall be listed as a link on the City’s Intranet home page as one
of the City’s Employee Resources.

The City shall provide the Union with bulletin boards for its use in communicating with
its members at mutually agreeable locations. The City shall grant sole and exclusive
use of such bulletin boards to the Union. The City will provide glass-enclosed, locking
bulletin boards (standard to be set by the City) for any new City facility where five or
more Unit 3 employees will be assigned. The Union may request that two existing
bulletin boards be replaced with glass-enclosed, locking bulletin boards (standard to be
set by the City) each contract year, provided at least five Unit 3 employees are assigned
to the requested locations. Lost keys will be replaced with the full expense charged to
the party that lost them (meaning City or Union). Damaged bulletin boards will be
replaced with the cost split equally between the City and the Union.

Material which is not abusive of any person or organization, which complies with laws
regulating the political activities of City employees, and which is not disruptive of the
City's operations, may be posted or distributed, provided that such material is submitted
to the City and also signed by an authorized official of the Union. The Union may grieve
any refusal by the City to approve posting or distribution of submitted material. The City
will not arbitrarily disapprove submitted material.

The Union shall have the right to meet with each new unit member for 1 hour during the
scheduled Human Resources Department’s new employee orientation before or after
lunch for the purpose of informing each such new employee of the Union and of that
member's right to have Union dues deducted from his pay warrant. Additional time will
be allotted – in addition to new employee orientation – in departments that have new
employee orientation.

Where possible, Unit III becomes a participant in the appropriate electronic distribution
lists for promotions, seamless service, City Connections and/or educational
opportunities.

Upon the Union’s filing of a Third Party Data Sharing agreement with the HR
Department, the City shall provide electronically, at no cost, a list of unit members which
includes the following: Emp ID, First Name, Last Name, Initial, Deduct, Service Date,
Dept ID, Department, Job Title, Job Locator Code, Work Location, Mailing Address,
City, State, Zip, Home Phone, Work Phone, active Union deduction, and a list of Unit 3
employees who have left the unit. (This includes unit members who retire, promote, quit,
are terminated, or pass away). The City shall provide the Union a list of all Unit 3
vacancies monthly. Any and all information furnished by the City shall be used by the
Union solely for the purpose of communicating with unit members, other legitimate union
purposes, and shall not be shared with any other individual or organization.



Page 183
G. The Union shall be allowed $14,000, reimbursable to the Union by the City each fiscal
year, for designated members of the local to attend schools, conferences, workshops
and training to develop skills in effective member representation, conflict resolution
techniques, labor-management cooperation, and other employee relations areas that
promote cooperative and harmonious relationships. The Union will submit receipts for
reimbursement by the City. If the entire $14,000 is not used , the balance will carry over
into the next fiscal year; however, the total fund balance must not exceed $28,000,
and any funds in excess of $28,000 will expire.

The Labor Relations Administrator will continue the practice of providing the union
information concerning grievance and arbitration cases. The union agrees that they will
be reasonable in making these requests for information.


Section 1-4: Rights of Unit Members
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

All unit members have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in the
Union or any other organization.

All unit members have the right to be treated in a manner which is fair and impartial in
any matter associated with the rights of unit members under the specific express terms
of this Memorandum of Understanding.

No unit employee shall suffer reprisal for the exercise of rights granted by this MOU.

A. Unit employees have the right to be represented by the union and the union reserves
the right to provide representation to its members in dealings with the City concerning
grievances, and matters pertaining to their individual employment rights and obligations,
and during an investigatory interview concerning allegations focused on the employee
which may result in disciplinary action.

B. Supervisors are encouraged to discuss concerns and attempt to resolve those concerns
with an employee without utilizing a formal investigatory process. Supervisors are
encouraged to not utilize an investigatory process unless they have a reasonable belief
that discipline (a written reprimand or higher) could result. Should information be made
during a conversation to attempt to resolve an issue that could result in discipline, the
supervisor will stop the meeting and utilize an investigatory process as outlined below.
Any interview becomes investigatory when facts or evidence sought by management
may result in a disciplinary action.





Page 184
• An employee is entitled to Union representation if the employee reasonably believes
that the investigatory interview will result in disciplinary action and the employee has
requested representation from their union.

C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions in order to provide the employee an
opportunity to gather additional information. In either case, a Notice of Inquiry (NOI) form
will be used. The intent of the NOI is to clearly put employees on notice that they are
under investigation that could result in discipline, inform them of the nature of the
allegations against them, and inform them of their right to representation.

D. If the City elects to issue written questions to the employee, the following shall apply:

1. If an NOI is being issued and there is no active questioning, representation is not
required.

2. The employee will have 72-hours excluding holidays and N-days to respond in writing
and provide any other material requested. This deadline may be extended by mutual
agreement if there are extenuating circumstances.

E. If the City elects to conduct an investigatory interview, the following shall apply:

1. Prior to the employee being interviewed, the employee shall be advised of their right
to a representative.

2. The NOI form will be issued at the meeting.

3. The union representative may engage in meaningful representation, including but
not limited to assisting and consulting with the employee, attempting to clarify the
facts or questions asked, and suggesting other employees or witnesses who may
have knowledge of the underlying issues. The union representative cannot speak on
behalf of the employee or impede the progress of the interview.

4. The member or representative may ask for a caucus during the meeting. The
caucusing party will attempt to keep the caucus to reasonable timeframes.

5. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be allowed
to seek advice and counsel from their representative in caucus during the interview.

6. The union representative may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.

7. Prior to the conclusion of the meeting, the member or representative shall have the
opportunity to make a closing statement.

8. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement. Additional



Page 185
time may be granted at the sole discretion of the department and will not be withheld
arbitrarily.

9. The employee will be provided with a copy of the interview notes and given 72 hours
excluding the employee's holidays and N-days to confirm their answers and
provide any additional information.

10. Except for emergency situations, the unit employees shall have a minimum of 48
hours excluding the employee's holidays and N-days to arrange for union
representation when the member is the subject of an administrative investigatory
interview. The union representative will make every reasonable attempt to arrive
within the 48 hours. An employee may waive the 48-hour time requirement if the
employee is not opting for representation.

11. Employees will be provided with the NOI cover sheet (and attachment if applicable)
listing the allegations against the employee 48 hours in advance of the investigatory
interview, however, the NOI/interview questions will not be provided in advance.

F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:

1. The employee will be instructed not to speak to anyone regarding an investigation.
This restriction does not apply to the union, the employee's family or clergy, the
investigator, or chain-of-command.

2. The employee will be advised if the inquiry is supervisor initiated or the result of a
citizen complaint, employee/co-worker complaint, or other.

3. The member shall also be informed that none of their statements, nor any information
or evidence which is gained by reason of such statements, can be issued against
them in any criminal proceedings.

4. A unit member shall receive a copy of any statement that they are asked to sign.

5. An employee under investigation will be notified in writing every 90 calendar days as
to the current status of the investigation. Every 30 days, an employee under
investigation may request a status update. At management's discretion, the status
will be provided either verbally or in writing. This will include a brief description of the
number of known witnesses still to be interviewed and other investigate processes
remaining to be completed, as well as an estimated date of completion.

G. Misc.

1. A unit member identified solely as a witness will not be prevented from reaching out
to the union on their own time to consult with a union representative prior to their
interview.

2. Only paperwork pertaining to any completed NOI investigation resolved as sustained
will be kept in an employee's personnel files.


Page 186
3. This article applies to all regular full-time and regular part-time employees in Unit 3
positions, this includes probationary employees.

4. In addition, Police employees are covered in Section 1-4.P.

5. If a Union Steward is requested by management to hold over or is called in from
home by a supervisor to represent an employee at a meeting required by
management, the Union Steward will receive overtime compensation for actual time
held over or a minimum of 1 hour if called in from home.

6. Employees have the option to bring a union steward for purpose of observation to a
scheduled meeting where a suspension, demotion or termination is being issued by
management.

7. See Section 1-4N for retention schedule.

H. Unit employees will be permitted to apply and/or compete in a transfer process while in
a pending investigation. The transfer process will not be delayed pending the conclusion
of the related investigation.

I. The City will provide to the employee a copy of the Citywide completed accident
investigation and any other material the City plans to present at the Citywide Accident
Review Board hearing. This material will be supplied as quickly as possible after the
material has been prepared.

J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article unless otherwise specified in this MOU. The employer shall count as time
worked any hours or fractions of hours spent within the employee's regular work shift in
pursuit of benefits provided by this Article.

K. Any unit member covered hereunder shall, on his request and by appointment, be
permitted to examine his personnel file and/or supervisor file, in the presence of an
appropriate supervisory official of the Department. The unit employee may authorize in
writing a union representative to examine their personnel and/ or supervisor file on their
behalf. The employee is entitled to designate 1 person of his choosing (lawyer, union
representative, close friend, etc.) to accompany him in reviewing his file. The employee,
however, must be present at the review. In addition, the unit member may, at his
discretion, attach rebuttal statements to any material contained in his personnel file
and/or supervisor file, which may be of a derogatory nature. No unit member shall have
any adverse statements entered into his personnel file without the member being
informed by a supervisor. The employee shall be requested to date and sign such
adverse material, not as an indication of agreement, but solely as evidence of being
advised of its existence. If the unit member requests, he shall receive a copy of the
material in question. Medical information should be maintained in a separate confidential
file.



Page 187
1. The City will establish a logging system within the department and central personnel
file. The log will identify the date, name of the person (other than Human Resources
staff) that examined the file, and purpose.

2. If an employee is not given their performance evaluation by the annual review date
the employee's merit increase will be processed within 21 calendar days following
the above due date and be retroactive to the performance evaluation annual review
date. (If an over all "met").

Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types
of discipline, which may be considered for the duration of employment (and upon the
employee’s return to employment, if applicable):

Sustained discipline of 40-hour suspension or greater of the following types:

• The employee has been abusive or threatening in attitude, language, or conduct towards
fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift, or favor in the course of
the assigned work or in connection with it, which would lead toward favoritism or the
appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocket knife (as provided in ARS 13- 3102) at a City worksite1, unless such
employee is a police officer. 1 (A worksite includes not only City buildings and property,
but also City vehicles and private vehicles while being used on City business, and other
assigned work locations.)
• The employee has intentionally falsified records or documents made, kept, or maintained
for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or the property
of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The employee committed a violation of the City’s Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
• The employee has committed a Class 3 violation of use of force (For enforcement
positions within the Police Department).

L. The City will comply with provisions of A.R.S. Sec. 12-2506, paragraph D, subparagraph
1, and assume responsibility for the actions of any Unit III employee in a legal proceeding
for personal injury, property damage, or wrongful death, when it is demonstrated that
the employee was performing his regularly assigned duties without malice or any degree
of negligence.

M. The City shall notify employees in writing of any new policies and/or revision in City or
written department policies affecting Unit III employees. Notice shall remain available


Page 188
for not less than 21 working days. Review of policy revisions shall be included in
employee meetings and shift briefings when appropriate and practical to do so. The City
will notify employees of new or revised written City or Department policies affecting Unit
employees as soon after release as possible.

N. A coaching is a verbal discussion or meeting with an employee to actively discuss any
problem with the employee. A coaching is not to be considered a first offense for
purposes of progressive discipline. A written record of a coaching may be placed in the
supervisor’s file. A coaching is to be one-on-one. When 2 or more supervisors are
present at the coaching, the employee will be allowed a representative at the employee’s
request. An employee may receive more than 1 coaching for a similar matter. A
coaching given to a unit member cannot remain in a supervisor’s file for more than 1
year from the date the coaching was issued, provided no further incidents of a similar
nature occur during this 1 year period.

A supervisory counseling is a written warning that the supervisor shall document in
memo form. A supervisory counseling is not discipline. They are to be used to determine
only notice to the employee and credibility. The supervisory counseling shall be initialed
or signed by the unit member within 2 weeks of being advised that the counseling has
been issued.

If a supervisory counseling is to be used in any disciplinary or personnel action or any
performance rating, the employee will be given the supervisory counseling in memo
form, that identifies the behavior requiring improvement, the reason for the improvement,
and the consequences of continuing the unacceptable behavior. The memo will contain
a line for the employee’s signature and above the line the statement: “The employee
shall date and sign the supervisory counseling, not as an indication of agreement, but
solely as evidence of being advised of its existence.” The employee will receive a copy
of the memo.

A supervisory counseling will only be retained in the supervisor’s file. It will not be placed
in the employee’s personnel file.


Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coachings/Supervisory Not maintained Not maintained
Remove annually
Counselings in file. in file.
provided no
further incidents.
Maintain copy in Maintain original
Maintain copy in
file. in file.
file.
Employee may Employee may
Written Reprimands Remove annually
request to request to
provided no
remove inactivate
further incidents.
after 3 years. after 3 years.




Page 189
Maintain copy in Maintain original
file. in file.
Suspensions Employee may Employee may
(other than below) request to request to
remove inactivate
after 10 years. after 10 years.
Maintain copy in Maintain original
Discipline as discussed file. in file.
in section 1-4.K.2 Cannot Remove May not be
inactivated

The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or Department
files are not the official record. Employees may request to remove/inactivate eligible
documents based on the above criteria. Official records may only be inactivated and not
removed.

If an employee receives a written reprimand during the rating period, the supervisor will
document the improvement required in the employee’s performance evaluation without
documenting the issuance of discipline.

The City continues to retain the format used for corrective action/discipline, including
forms, technology, etc.

Documents or notes maintained in a supervisor’s file will not be used in future
disciplinary actions (Grievances or Civil Service Board) unless the unit member has
been previously made aware of the existence of the performance/conduct concerns.

A unit member who receives a written reprimand, suspension or demotion upon request
will be provided a copy of the investigative summary (if any exists) supporting the written
reprimand, suspension, or demotion at the time the unit member receives the discipline.
An employee who receives a written reprimand, suspension, or demotion may request
a copy of the information upon which the discipline was based and will be provided a
copy at no cost to the employee.

If a unit employee is suspended, it is understood that a suspension day is defined as 8
hours. For employees working a 4-10 schedule, the other two hours of the work day
would be accounted for at the sole discretion of management.

Unit members may serve suspensions of more than 40 hours on an alternating weekly
schedule.

After a separation notice has been signed by the appropriate authorities, and if the unit
member is given the opportunity to resign, the unit member will have two hours to consult
with a representative.

Unit members are entitled to representation if a "Not Met" performance evaluation is
appealed and is at the Executive Level (Assistant Director or Director) or when



Page 190
management has more than one representative at the meeting to discuss the appeal of
the performance evaluation.

A unit member shall receive a copy of any statement that they are asked to sign.

Employees will be notified of performance issues as they occur or are discovered.

Employees may appeal “Not Met” ratings on their performance evaluations.

O. City employees who are on duty and are, either witnesses, charging parties, appellants
or grievants may attend grievance, Civil Service, Phoenix Employment Relations Board
(P.E.R.B.) and Accident/Collision Review Board hearings and/or meetings on city time
provided 1) it is for their particular case which is either scheduled or on the public
meeting agenda for that date and time and 2) Once a witness testimony has been
concluded, or if a grievant, charging party or appellant once that agenda item has been
completed of if the grievance meeting concluded, unless they have made other
arrangements in advance with their immediate supervisor’s approval, they will promptly
return to work. Management reserves the right to restrict the number of witnesses who
can be off of the job at any one time but will cooperate in rotating witnesses from the
workplace so as to minimize the impact to operations and service to the public. For
group grievances, the group will be allowed to select no more than two non-witness
members of the group to attend the proceeding. These do not have to be the same
group members for each step or meeting of the entire proceeding. As a matter of
courtesy, employees will give management as much notice as possible.

P. Rights and Disciplinary Matters (Police Department)

1. Unit members of the Police Department have the right to appear before the
Departmental Disciplinary Review Board when disciplinary matters are brought
before the Board involving the unit member which may lead to demotion, suspension
or discharge.

a) The purpose of such appearance is to give the unit member an opportunity to
respond to the assertions made against him.

b) The Department shall notify the unit member 10 calendar days prior to such
opportunity to respond to the Board. The notification shall contain the date, time,
violation(s) and basis of each violation that has been partially or wholly sustained.
In addition, the unit member, if he chooses, may meet with his immediate
supervisor along with his second level supervisor, or the unit member’s
bureau/precinct commander for the purpose of discussing the basis of each
violation to be reviewed by the DRB. If the immediate supervisor conducted the
investigation, the unit member, if he chooses, may meet with the next supervisor
in his chain of command.

Such request shall be made in writing to the unit member’s immediate supervisor.
Also, the unit member, if he chooses, may be accompanied by a unit
representative at either meeting.



Page 191
At the pre-DRB meeting, the unit member shall be afforded a reasonable
opportunity to review the written investigation.

Realizing that in some cases there may be information that would be detrimental
to the department’s ability to conduct misconduct investigations, that information
may be deleted. However, all other information will be available for review.

The unit members under investigation may request an edited copy of the DRB
packet at no cost to the unit member. The City has 7 calendar days from the date
of request to provide above-mentioned packet. If this information is provided to
the unit member, there shall be no pre-DRB meeting.

The unit member may, at his discretion, appear before the Board with a unit
representative of his choosing, and may state his reasons why the proposed
action is unjustified.

The unit member may submit relevant written matter in support of his position.

2. Any unit member under investigation by Professional Standards or a Police
Department Supervisor for a disciplinary matter, and who is interviewed or
interrogated shall be given a written notice of investigation (Form 80-58DB) informing
him of the nature of the investigation and his status in the investigation. In addition,
the unit member and/or the Police Department supervisor/internal affairs
representative may mechanically record such interview/interrogation. Should any
mechanical recordings take place, the department reserves the right to transcribe
any such interview/interrogation for the purpose of verifying the accuracy of the
interview/interrogation and, if requested, the unit member shall sign the transcription
if it is accurate.

The unit member may request a copy of the above recording. In order to receive this
copy, the unit member may be asked to provide Professional Standards with a
current appropriate medium to record the copy. The unit member shall not receive
additional pay for picking up or dropping off this recording.

The employee shall be given the above-mentioned written notice of investigation at
the onset of the misconduct interview and prior to the employee being requested to
prepare a written statement. If the employee is requested to prepare a written
statement, the employee may request 1 hour to contact his Union representative
prior to making the written statement. When a unit member is given a written notice
of investigation (Form 80-58DB), other than the investigating supervisor/s, the only
persons the unit member may speak to concerning the investigation are their
attorney, minister, unit representative, or spouse not involved in the investigation.
When the investigation is completed, the accused employee will be notified in writing
of the findings.

A Professional Standards Bureau investigator will make available for review by the
unit member and the representative any video, audio, or photographs that are being
used as the basis for an allegation of misconduct. The investigator will not
intentionally misrepresent any fact or material issue to the unit member.


Page 192
3. Unit members have the right to representation in dealings with the City concerning
grievances and investigatory interviews with a Police Department supervisor in a
disciplinary matter which may lead to suspension, demotion or termination. The
representative must be a bargaining unit member. The bargaining unit representative
will be the most readily available unit representative. The employee will be allowed
to seek advice and counsel from their representative during caucus and prior to,
during, and after the interview. Prior to the conclusion of the meeting, the member,
or representative on behalf of the employee, will have the opportunity to make a
closing statement. If a unit member is called to an investigatory interview with a
Police Department supervisor for a disciplinary matter which may lead to a Written
Reprimand, the conversation shall be mechanically recorded by the supervisor and,
if requested, the unit member shall receive a copy of the recording. Further, if
personally requested by the unit member, representation will be allowed during a
Professional Standards investigatory interview/interrogation concerning allegations
focused on the unit member which may result in disciplinary action against him for
violation(s) of the City or department work rules and regulations. The representative
must be a bargaining unit member. The representative will be the most readily
available unit representative. The employee will be allowed to seek advice and
counsel from their representative during caucus and after conclusion of the interview.
Prior to the conclusion of the meeting, the member, or representative on behalf of
the employee, will have the opportunity to make a closing statement.

The Union representative may assist and consult with the employee, attempt to
clarify the facts or questions asked, and suggest other employees or witnesses who
may have knowledge of the underlying issues. The Union representative may not
turn the meeting into an adversarial proceeding, unduly disrupt the interview,
interfere with the objective of the examination, or compromise the integrity of the
interview. The Union representative may not interrupt the employee’s response to a
question or prevent the employee from responding to a question. The Union
representative also may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.

During the interview, the interviewer may insist that he is only interested in hearing
the employee’s own account of the matter under investigation at that time. The
interviewer may not prohibit the Union representative from engaging in meaningful
representation, including assisting and consulting with the employee.

If a supervisory counseling is to be used in any disciplinary or personnel action or
any performance rating, the employee will be given the Supervisory Counseling in
memo form, that identifies the behavior requiring improvement, the reason for the
improvement, and the consequences of continuing the unacceptable behavior. The
memo will contain a line for the employee's signature and above the line the
statement, the employee shall date and sign the supervisory counseling, not as an
indication of agreement, but solely as evidence of being advised of its existence," will
be included. The employee shall date and sign the supervisory counseling, not as
an indication of agreement, but solely as evidence of being advised of its existence.
The employee will receive a copy of the memo.




Page 193
Only paperwork pertaining to any completed N.O.I. Investigation resolved as
sustained will be kept in an employee's file.

Attendance at the Police Department Disciplinary Review Board (DRB) is optional.
An employee may attend or not attend; it is his or her individual choice. If an
employee declines to appear before the DRB, comments made during deliberations
of the Board will not be presented to the Civil Service Board and the fact that the
employee did not appear before the DRB will not be held against the employee. The
employee may, at his or her discretion, appear before the Board with a representative
of his or her choosing and may state his or her reasons why the proposed action is
unjustified. The employee and his or her representative may passively observe all
presentations made to the Board and all responses made to questions by Board
members. The employee and non-board members will be excluded from the room
during Board deliberations. In addition, a representative from Labor Relations will
be present as a passive observer at the DRB at the union's request.

If a Polygraph examination is required of a unit member, a unit representative may
monitor the audio/video-taped examination from the monitoring room.

Q. Crime Scene Specialists, Detention Officers, and Police Assistants assigned to
Enforcement positions in the Police Department shall be permitted to work out on
their "Code 7" at Police Department facilities.

Unit employees who work out on their "Code 7":
Are required to remain in workpants/boots.
Must adhere to Operations Order 4.1 (Meals and Breaks);
Must submit a workout memo through the Chain of Command to the Department
Fitness Coordinator;
Must adhere to Operations Order 3.7 (Industrial Injuries);
Must limit their activity to Strength Training/Cardio Training;
May not work out on their "Code 7" during overtime shifts; and,
May not work out during the last 2 hours of their duty shift, unless approved by their
supervisor.
Program viability will be reviewed annually by the Police Chief and the program may
be cancelled at that time.


Section 1-5: Prohibition of Strike and Lockouts

A. The Union pledges to maintain unimpaired municipal services as directed by the City
and neither the Union nor any of its agents will authorize, institute, engage in a
slowdown, work stoppage, or strike against the City. During the term of this
Memorandum, neither the City nor its agents shall authorize, institute, aid or promote
any lockout of unit members covered by this Memorandum.

B. The provisions of Section 2(17) and Section 13 of the Meet and Confer Ordinance are
expressly incorporated herein.




Page 194
Section 1-6: New Positions and Classifications
A. The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.

The parties agree to consult on the inclusion or exclusion of new classification(s) in the
bargaining unit and may thereafter refer any such matter, jointly or individually, to the
Phoenix Employment Relations Board (PERB) for appropriate action.

The City shall give notice to the Union within 10 working days whenever a classification
or compensation study is undertaken that includes active positions belonging to the
Union. The City shall notify the affected Union of the results and recommendations
resulting from any study 30 calendar days prior to that study being presented to the
Human Resources Committee. It should be noted that there is no guarantee, either
expressed or implied that changes to a classification or its grade and salary range will
result from a study.

The Union may submit a prioritized written request of classifications specific to the unit
that they wish to have studied. All written requests shall include a full explanation of why
the classification should be studied. This explanation shall indicate whether the Union is
requesting a full classification study (including job levels and job architecture) or if the
request is limited to a compensation review to assess market competitiveness and grade
and salary levels. At least two requests by the Union shall be started by the Human
Resources Department in order of their ranking per contract year.

The Human Resources Department shall provide the Union with an opportunity to meet
with the person conducting the study prior to preparation of any report or
recommendations.

B. The City will schedule a meeting with the Union, with a minimum of seven calendar
days’ notice, to discuss management recommendations for contracting of work
presently being performed by unit members which would directly result in a reduction
in the number of regular unit positions during the term of this agreement. The meeting
will occur prior to any final recommendation to the City Council. Failure by the City
to meet with the Union under this Article may be subject to the Grievance Procedure
(Article 2, Section 2-1) of this MOU. The management recommendation, and final
decision thereon by the City, shall not be subject to the Grievance Procedure (Article
2, Section 2-1) of this MOU. The City shall endeavor to meet with the Union at least
30days prior to elimination of any Unit 3 positions.



ARTICLE 2: Grievance/Arbitration/Labor Management

Section 2-1: Grievance Procedure




Page 195
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

A. Informal Resolution

1. As a matter of good labor-management relations a unit member who believes that
they have a bona fide grievance must discuss and attempt to resolve it with his
immediate non-unit supervisor.

2. If such informal discussion does not resolve the problem to the unit member's
satisfaction, the unit member may file a formal grievance in accordance with the
following procedure:

B. Definition of Grievance

1. A "grievance" is a written allegation by a unit member, submitted as herein specified,
claiming violation(s) of the specific express terms of this Memorandum for which
there is no Civil Service or other specific method of review provided by State or City
law.

2. The City continues to retain the format used for grievances, including forms,
technology, etc.


3. A grievance which does not meet the requirements set forth in this Article shall be
null and void and will not be processed in accordance with this procedure.

C. Procedure

In processing a formal grievance, the following procedure shall apply:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

Step 1

The unit member shall reduce the grievance to writing by signing and completing the
grievance form provided by the City, and submit it to the second line supervisor
designated by the City or City designee within 14 calendar days of the initial
commencement of the occurrence being grieved or when the employee had reasonable
cause to become aware of such occurrence. Either party may then request that a
meeting be held concerning the grievance or they may mutually agree that no meeting
be held.

The second line supervisor shall, within 14 calendar days of having received the written
grievance or such meeting, whichever is later, submit a response thereto in writing to


Page 196
the Grievant and the Grievant’s representative if any. The time period for an appeal
begins when an email is sent to the Grievant's representative. (Grievance responses
may be emailed. Email to officestaff@afscme2960.org or local’s current email approved
by Local President. It is recommended that the fax is sent when the copy is given to
employee). The parties by written mutual agreement may skip from Step 1 directly to
Step 2 of the grievance procedure.

Step 2

If the written response of the Step 1 does not result in resolution of the grievance, the
Grievant may appeal the grievance by signing and completing the City form and
presenting it to the second level of review (Department Director designated by the City)
within 14 calendar days of the Grievant’s receipt of the Step 1 response.

Either party may request that a meeting be held concerning the grievance or may
mutually agree that no meeting be held. Within 14 calendar days of having received the
written grievance or the meeting, whichever is later, the second level of review shall
submit a response to the grievance to the Grievant and the Grievant’s representative, if
any. The time period for an appeal begins when an email is sent to the Grievant's
representative. (Grievance responses may be emailed. Email to
officestaff@afscme2960.org or local’s current email approved by Local President. ).
The parties by written mutual agreement may skip from Step 2 directly to Step 3 of the
grievance procedure.

Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee, the parties
involved may mutually agree to submit the grievance to Labor Relations. The grievance,
as originally written and Step 1 and Step 2 responses, must be submitted to Labor
Relations within 14 calendar days of receipt of the Step 2 response. Labor Relations
shall, within 14 calendar days of the receipt of the grievance, meet with the department
head, or designee, and the Grievant and the Grievant’s representative, if any, in an
attempt to resolve the grievance. Labor Relations shall then submit a written response
to all parties within 14 calendar days of the meeting.

Step 3

a. If the written response of the Step 2 (or 2.5 if applicable) does not result in resolution
of the grievance, the Grievant and the Union may, within 14 calendar days of having
received the Step 2 response, appeal the grievance by signing and completing the
City form and presenting it to Labor Relations. The time period for an appeal begins
when an email is sent to the Grievant's representative. (Grievance responses may
be emailed. Email to officestaff@afscme2960.org or local’s current email approved
by Local President. ). A Grievance Committee hearing will be scheduled at which
the Grievant shall be afforded the opportunity to fully present his position.

The Grievance Committee will consist of:




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Chairman: A City of Phoenix Department Director or a member of the City
Manager’s Executive Staff or a retired City Manager’s Executive Staff (at no cost)
as selected jointly by the Labor Relations Administrator and the Union President
through a pre-established list.

Member: A mutually agreed upon neutral member.

Member: The President or the President's designee of another civilian
union/association, other than the Grievant’s, representing employees with the
City.

At the beginning of each MOU year, the Union and the City will each select 5
Department Directors or members of current or retired City Manager’s Executive
Staff to serve on the Grievance Committee. No selected Department Director or
Executive Staff member will serve as a committee member when the grievance
involves his/her assigned department. Staff support to the Committee during the
hearing will be provided by Human Resources Department staff.

Before each Grievance Committee, the Labor Relations Administrator and the Union
President will either mutually agree upon one of the names, or the parties will take
turns striking names and the final name will be selected. Labor Relations staff will
then schedule the Grievance Committee meeting.

The Grievance Committee shall, within 10 calendar days of receipt of the appeal,
schedule a hearing regarding the grievance at which the Grievant shall be afforded
the opportunity to fully present his position and to be represented. A Grievance
Committee meeting shall be held within 60 calendar days of receipt of the appeal.
The Grievance Committee shall, within 10 calendar days of the conclusion of the
hearing, make advisory recommendation on the grievance and submit it to the City
Manager for final determination for those employees who have elected to use this
procedure instead of arbitration.

The Grievance Committee shall submit findings and advisory recommendation(s) to
the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated representative.

b. In lieu of such hearing, the Grievant and the Union may jointly invoke the following
procedure by submitting written notice to the Labor Relations Division within 14
calendar days of having received the Step II response. If the Grievant and the Union
so elects in writing within the above time limit, in lieu of such Grievance Committee
hearing, the grievance may be reviewed by an arbitrator.

The parties, or their designated representatives, shall agree on an arbitrator, and if
they are unable to agree on an arbitrator within a reasonable time, either party may
request the Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall, within
10 calendar days of the receipt of said list, select the arbitrator by alternately striking
names from said list until one name remains. Such person shall then become the



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arbitrator. The arbitrator so selected shall hold a hearing as expeditiously as possible
at a time and place convenient to the parties, and shall be bound by the following:

i. The arbitrator shall neither add to, detract from nor modify the language of the
Memorandum or of departmental rules and regulations in considering any issue
properly before him/her.

ii. The arbitrator shall expressly confine him/herself to the precise issues submitted
to him/her and shall have no authority to consider any other issue not so
submitted to him/her.

iii. The arbitrator shall be bound by applicable State and City Law.

The arbitrator shall submit findings and advisory recommendations to the Grievant
and the City Manager, or their designated representatives. The cost of the arbitrator
and any other mutually incurred costs shall be borne equally by the parties. The City
Manager shall make the final determination of the grievance and submit it in writing
to the Grievant and his designated representative.

D. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of the
rights accorded to the Union or unit employee by the specific terms of this Memorandum.
The Union shall file such grievance at Step 3 of the Procedure.

E. Group Grievance

When more than one unit member claims the same violation of the same rights allegedly
accorded by this Memorandum, and such claims arise at substantially the same time
and out of the same circumstances, a single group grievance may be filed in the name
of all such members. Such group grievances shall be filed at the Step of this Procedure
which provides the lowest level of common supervision having authority over all named
Grievant’s. Each unit member that is a party Grievant must be named and must sign
such group grievance.

F. Time Limits

If the City fails to answer a grievance within the time limits specified in Section 2-1 C, it
shall be deemed to have been denied and may be appealed to the next step under the
Article. If the Grievant or the Union fail to comply with said time limits, the grievance
shall be deemed to have been withdrawn without prejudice. The parties may extend
time limits by mutual written agreement in advance.

G. Notice to Union of Grievance Resolution

The City will put the Union on notice of proposed final resolutions of grievances where
the Union has not been designated as the Grievant’s representative for the purpose of
allowing the Union to ascertain that a final resolution will not be contrary to the terms of
this Memorandum.


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The City will ensure that a copy of every M.O.U. grievance filed by a unit member,
including the response from management, is forwarded to the Union at each step of the
process.

H. The City will not discriminate or retaliate against employees because of their exercise of
rights granted by this Article.

I. Regular full-time and regular part-time employees are covered by this grievance
procedure.

J. Employer grievances, should they occur as a result of Official Union activities or actions,
including the failure to act as required under this agreement, will be presented directly
to the Union president or any officer of the Union within 14 calendar days of the
occurrence prompting the grievance. The President, or designee, shall in each case
provide a written answer within 14 calendar days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3
herein, provided that the employer shall bear the costs of the services of the arbitrator.

K. Municipal Court

It is understood concerning the administration of this grievance procedure in the
Municipal Court, specifically Steps 2 and 3 that the designated "Department Head" is
the Executive Court Administrator, and the "City Manager's Office" or "City Manager"
shall mean the Presiding Judge, or his designee as provided in the procedure.

L. The City will be responsible for notifying the Grievant of any grievance meeting by work
and personal email (if available in eCHRIS), to include date, time, and place of any
grievance committee hearing. A copy will be sent to the Union by email to
officestaff@afscme2960.org. If a City representative or if the Grievant does not appear
at the Grievance Committee hearing, the party not appearing shall lose the grievance.

M. Arbitration

1. Independent Arbitrator:

Any unit member who is a classified employee having completed the prescribed
probationary period who has received a disciplinary demotion, suspension, or
discharge, and has a right to appeal that disciplinary action pursuant to the Personnel
Rules, may under the provisions of this article request the Civil Service Board appoint
as a hearing officer an independent arbitrator selected pursuant to the procedures
described in Section 3 below.

2. Appeal:

The Union, on behalf of the member, may request the selection of an independent
arbitrator as the hearing officer for a Civil Service Board appeal of a disciplinary
action. Such request must be made within 14 calendar days after the date of service
of notice of the order of suspension, demotion, or dismissal on him personally, or 21


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calendar days from the date of mailing by certified mail the notice of the order of
suspension, demotion or dismissal. The request must be in writing and must state
specific allegations in the discipline notice with which the employee disagrees. The
request must be personally delivered to the Board or deposited in the United States
mail, certified return receipt requested, postage prepaid, addressed to the office of
the Civil Service Board, within the above-stated time.
The Union on behalf of the employee will also immediately thereafter file copies
thereof with the complainant department head and the City Attorney. At the time the
Union files the request for hearing, it shall set forth whether the hearing will be public
or private.

3. Selection of Arbitrator:

Once an independent arbitrator is requested for a hearing, the Labor Relations
Administrator or his designated representative on behalf of the City and the Union
president or his designated representative on behalf of the member will agree on an
independent arbitrator within 10 calendar days after approval and appointment by
the Board of the appeal request. If an agreement on an independent arbitrator
cannot be reached within said 10 calendar days, either party may request that the
Federal Mediation and Conciliation Service (FMCS) or the American Arbitration
Association (AAA) provide a list with the names of 7 arbitrators with public sector
experience. In requesting such lists, the parties will stipulate that arbitrators should
be from within Arizona.

The parties will, within 7 calendar days of the receipt of the list, select the arbitrator
by striking names alternately until one name remains. The remaining name will be
designated as the independent arbitrator appointed by the Civil Service Board as the
hearing officer for the appeal. The parties will jointly communicate with the chosen
arbitrator to advise him of the appointment.

In the event that the chosen arbitrator is unable to accept the appointment as hearing
officer, the parties will either select another independent arbitrator from a new list in
the same manner as described above, or if mutually agreeable select another
arbitrator from the original list. The independent arbitrator chosen will be designated
as the hearing officer appointed by the Civil Service Board for the appeal.

4. Time for Hearing:

When possible, the hearing date will be set within 30 calendar days from the request.
Delays may be granted by mutual agreement of the parties. However, any such
delay occurring at the request of the Union, will automatically be excluded from any
calculations of back pay to the employees, if any, as determined by the Civil Service
Board.

5. Hearing Procedures:

The hearing procedures will be the same as the procedures set forth in Rule 22d,
Personnel Rules of the City of Phoenix. In the conduct of the hearing, the hearing
officer will not be bound by the technical rules of evidence, nor will informality in any


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of the proceedings or in the manner of taking testimony invalidate any order,
decision, rule or regulation made or approved by the Civil Service Board.

6. Witnesses:

An employee appellant, or an employee subpoenaed as a witness, will be granted a
leave of absence from his/her regularly assigned duties during his/her regularly
assigned work hours without loss of pay for the time.

At the request of either party, the arbitrator will order that any witness who will testify
during the hearing be excluded from the hearing room until such time as they testify.
The City and the Union may exclude from the operation of this provision one
representative each of the City and the local Union.

7. Proposed Findings: Objections to Report:

Either party may file with the hearing officer written proposed findings of fact and
conclusions within 7 calendar days of the conclusion of the hearing. A copy of such
proposed findings and conclusions will be served on the other party at the same time
as filing with the hearing officer.

No later than 2 calendar days before the Civil Service Board meeting where the
appeal has been scheduled for hearing either party may file with the Civil Service
Board written objections to the hearing officer’s report. A copy of such objections will
be served on the other party at the same time as filing with the Civil Service Board.
No post-hearing evidence will be submitted.

8. Requirements:

The independent arbitrator selected by the parties pursuant to this article will be
bound by the following:

The independent arbitrator will neither add to, detract from, nor modify the language
of this Memorandum of Understanding.

The independent arbitrator will be expressly confined to the precise issues submitted
and will have no authority to consider any other issue.

The independent arbitrator will be bound by applicable Federal, State, and City laws.

9. Report:

Within 2 weeks of the conclusion of the hearing, the hearing officer/arbitrator will
forward all records and his report containing a statement of the findings of fact,
conclusions, and recommendations concerning the appeal to the Civil Service Board
and send a copy of the report to the parties. The hearing officer/arbitrator may
recommend to the Civil Service Board, the discipline be upheld or modified, or
rescinded pursuant to Personnel Rule 22 (e).



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10. Costs:

The cost of the independent arbitrator and other costs related to obtaining said
arbitrator will be borne equally by the parties. Each party will be responsible for its
own costs incurred in the hearing process, including but not limited to costs for legal
services, service of subpoenas, and expert witnesses.

11. Civil Service Board:

It is expressly understood that this article will not impinge on the powers and duties
of the Civil Service Board as provided for in Section 3 of Chapter XXV, Phoenix City
Charter and Rule 22, Personnel Rules of the City of Phoenix.

12. Representation:

The parties agree that for the purpose of this article, the City will be represented by
the Labor Relations Administrator for the City of Phoenix or his designee and the
member will be represented by the President of AFSCME Local 2960 or his
designee.


Section 2-2: Labor-Management Committee
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

There shall be a Labor-Management Committee consisting of representatives of the Union
and representatives of the City. The purpose of the Committee is to facilitate improved
labor-management relationships by providing an informal forum for the free discussion of
mutual concerns and to attempt to resolve problems brought to its attention. If requested
by one of the parties FMCS will be invited to attend.

Topics for discussion may be established and agreed to in good faith by both parties at the
beginning of each contract year and throughout the contract period.

Unit 3 will be involved in a RBO/Labor-Management Process in the Fire Department. The
Committee shall meet monthly or at other mutually scheduled times. For Fire Department
Sections in which Unit 3 members are the majority of employees (i.e., Dispatch &
Deployment, Fire Prevention), those Sections shall establish a Fire Department Labor
Management Committee consisting of the Section Head and Union Stewards within that
Section. The purpose of this Fire Department Labor Management committee is to enhance
service delivery models and address public safety employee-related issues. The Fire
Department Labor Management process is done through the facilitation and open
discussion of mutual concerns and problems which may include: implementation of major
department programs and/or substantial modifications of existing major programs that have
a significant impact on service delivery or work schedules. The Fire Department Labor


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Management Committee shall meet at least annually at mutually scheduled times, and at
other mutually agreed upon times as necessary. Representatives of the Union on the
Committee shall not lose pay or benefits for meetings mutually scheduled during their duty
time.

The parties will have monthly discussions on new city and departmental policies,
procedures, Personnel rules, etc.

The members shall, upon request for a meeting, provide the Chairman with proposed
agenda items and the Chairman shall provide the members with the meeting agenda in
advance of the meeting.

Based upon mutually agreed upon frequency, departments and the City will schedule
regular Labor Management meetings with union leadership to ensure productive
communications on items such as: department policy changes; the outsourcing of services
currently performed by unit members which could directly result in a reduction in the number
of permanent Unit positions (“contracting out”); and Union participation on City Selection
processes.

Any signed/dated written Labor/Management agreements with the signatures of the parties
and the Chairman will be binding on the parties for the remaining term of the MOU.

Representatives of the Union on the Committee who are employees shall not lose pay or
benefits for meetings mutually scheduled during their duty time up to a maximum of 4 hours
per employee per meeting.

Clarification on defining the hours for shift differential and how it is applied across
departments with Unit 3 employees will be discussed in Labor Management
committee meetings.


Section 2-3: Health and Safety Committee
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

The City will continue to undertake all reasonable efforts to provide for employee health and
safety in accordance with the State's Occupational Safety and Health law. Supervisors and
employees are committed to working together to ensure a healthy and safe work
environment.

A Unit employee may file, without fear of discipline, retaliation or discrimination, a grievance
when in his best judgment; the City has failed to comply with specific safety and health
standards promulgated by local, state and federal regulations. The City will continue its
practice of providing personal protective safety equipment to employees to protect them
from recognized safety and health hazards.


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In order to facilitate this policy, a joint committee entitled, "Health and Safety Committee"
shall be established. This Committee shall be composed of 2 unit members appointed by
the Union and 2 City representatives as designated by the City Manager. The chairpersons
shall rotate among the members.

The Committee shall meet quarterly at mutually scheduled times to consider on-the-job
safety matters referred to it by the existing departmental safety committees and safety
officers, or otherwise coming to its attention, and shall advise Department Heads and the
City Manager concerning on-the-job safety and health matters.

All written recommendations of the Committee shall be submitted to the Department Head
concerned and to the City Manager.

In the discharge of its function, the Committee shall be guided by the applicable regulations
of the State's OSHA agency, and the City's existing practices and rules relating to safety
and health, and formulate suggested changes.

The Union may review and suggest improvements to existing City building evacuation plans
and the City Safety Program.

Employee members of the Committee shall not lose pay or benefits for meetings mutually
scheduled during their duty time up to a maximum of 4 hours per employee per meeting.



ARTICLE 3: Compensation/Wages
Various sections of this MOU contain a form of compensation, wages, or benefits that have
been negotiated in good faith and may or may not provide a direct payment of wages or
other benefit to each member. Those forms of compensation, wages, or benefits that do
not provide a direct payment to each unit member have been negotiated in place of a direct
payment and costed as part of the overall economic package. Examples include: life
insurance, long term disability insurance, leave payouts, etc.


Section 3-1: Wages
A. The economic value of ongoing total compensation increases will equal 4.5%. This will
be paid as follows:

1. A 5.24% base wage increase, effective the first full pay period in July 2023.
2. Additional uniform allowance (See Sec. 5-6).
3. A change to the Employee Development Fund benefits (See Sec. 5-7).

B. Additionally, Unit 3 employees will receive a non-continuous payment of $2,776.00
for each full-time employee or $1,111.00 for each part-time employee to be paid
out on the first full pay period in August of 2023.



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The City will evaluate the American Rescue Plan Act and will provide a (non-
specified) percentage of premium pay as allowed by the legislation and deemed
appropriate by the City Council, balancing the needs of the community and
employees in their development of a strategic plan for the ARPA funds. The strategic
plan will follow guidelines provided by the Department of Treasury. This language will
expire at the conclusion of the 2021-2023 MOU.

C. It is understood that for implementation purposes, the practice of rounding of fractional
cents shall be done in accordance with accepted mathematical and accounting
principles.

D. Notwithstanding the rates of pay set forth in any appendix or attachment to the
agreement for reference, the term "pay schedule" shall mean the schedule computed
and published by the Human Resources Department for payroll purposes pursuant to
Council action in the pay and compensation ordinance.

E. Productivity Enhancement Pay

In recognition of dedicated service and overall performance, the City agrees to
implement the following Productivity pay formula for unit members:

1. a) Pay Benefits for those unit employees receiving payments during the prior fiscal
year:

On July 10, 2023 (paid July 28, 2023), and November 13, 2023 (paid December 1,
2023), unit employees who have completed at least six years (6) but no more than
up to 19 years of continuous full-time service and who meet the additional
qualifications specified in this section shall qualify for $100 for the completion of each
year of continuous full-time service in excess of 5 years, up to an annual maximum
of $2,800 at the completion of 19 years of continuous full time service.

On July 10, 2023 (paid July 28, 2023), and November 13, 2023 (paid December 1,
2023), unit employees who have completed 20 years or more of continuous full-time
service and who meet the additional qualifications specified in this section shall
qualify for $125 for the completion of each year of continuous full time service in
excess of five years, up to an annual maximum of $6,000 at the completion of 29
years of continuous full time service.

b) Pay Benefits for those unit employees receiving their first payment on or after July
1, 2014:

Effective the first paycheck in July (same qualifying date as semi-annual payments)
and the first paycheck in January (same qualifying date as semi- annual) payments,
unit members who have completed at least six years (6) but no more than up to 19
years of continuous full time service and who meet the additional qualifications
specified in this section shall qualify for $100, prorated and included each pay period
in the qualifying unit employee’s regular paycheck, for the completion of each year
of continuous full time service in excess of 5 years, up to an annual maximum of
$2,800 at the completion of 19 years of continuous full time service.


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Effective the first paycheck in July (same qualifying date as semi-annual payments)
and the first paycheck in January (same qualifying date as semi- annual payments),
unit employees who have completed 20 years or more of continuous full-time service
and who meet the additional qualifications specified in this section shall qualify for
$125, prorated and included each pay period in the qualifying unit employee’s regular
paycheck, for the completion of each year of continuous full time service in excess
of five years, up to an annual maximum of $6,000 at the completion of 29 years of
continuous full time service.

2. Qualifications:

a) An employee must have completed at least one year of continuous full-time
service at the top step in his pay range. Qualifications for Productivity
Enhancement pay are made in the base class and will not be affected by
movement into or out of assignment positions. Productivity Enhancement pay
will not be affected by movements to positions within the same pay range.

When a position is reclassified to a higher classification, or when a classification
is assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which
corresponds the closest to their combined base pay and previous Productivity
Enhancement pay amount (incumbent’s annualized payment, and which does not
result in a decrease from that amount. The placement in the new range will be
limited to the maximum step in the range. If the reclassification or pay range
change only results in a maximum possible one-range increase, and the
incumbent is receiving Productivity Enhancement pay, the employee will be
moved to the top step and continue to be eligible for Productivity Enhancement
pay.

b) An employee must have completed 6 years of continuous full-time service.

c) An employee must have achieved the overall performance rating of “Met” on his
latest performance evaluation on file at the time of the qualifying date.

d) An employee must be on full time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave.
However, the entire period of industrial leave shall qualify as continuous service
when the employee returns to active employment.

e) For those employees who are otherwise eligible for Productivity Enhancement
pay, an employee who receives a below “meets standards” evaluation shall
receive another evaluation within 90 days to 120 days, and if that evaluation is
“meets standards” or better, he will be eligible to receive the next scheduled
Productivity Enhancement payment.

3. Terms of Payment:

a) Payments will be made within 30 days of the qualifying date.



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b) Employees receiving semi-annual payment, who separate from City employment
after the qualifying date, but prior to the payment day, shall receive the payment
in their termination check.

F. Linguistic Pay

This provision is written to provide guidelines for paying Unit 3 members who are
authorized, certified, and required by management to utilize a language other than
English to conduct official City business.

1. Pay Benefits:

A unit member who meets the linguistic skills qualification as determined by a
management review panel and becomes certified shall be paid a premium of $75 per
month.

G. Unit 3 employees who receive an overall “Met” on their performance evaluation and are
eligible for merit shall receive it in accordance with the pay plan.

H. The Union President may bring recommendations for Special Merit Increases to a
Department Head for consideration on behalf of unit employees.

I. During the term of this MOU the City will provide an annual budget presentation to the
AFSCME Local 2960 Board. This presentation will be scheduled within 30 days of the
final budget being presented to Council.


Section 3-2: Overtime
A. Overtime is defined as time assigned and worked beyond the regularly scheduled work
week or daily work shift; it being understood that overtime for all unit members who
normally work a daily work shift of 8 consecutive hours, including a paid meal period on
the job, is defined as time assigned and worked in excess of 40 hours in a 7 day work
period or 8 hours per daily shift including paid meal breaks.

Overtime for unit members assigned to a 4/10 work week schedule is defined as time
assigned and worked beyond the regularly scheduled 10 hours per shift or 40 hours per
week.

There shall be a minimum of 12 hours off between shifts for unit members working a
4/10 and 5/8 schedules. If this is not possible, the employee shall receive overtime
compensation at their regular rate of pay for each full hour, or fraction of hour, worked
within the described 12 hour period for a 4/10 or 5/8 schedule.

This language only applies to employees who work 2 full shifts. A shift holdover is
considered a continuation of the regular shift. Employees cannot receive overtime
compensation and 12-hour rule for the same hours worked (i.e., no pyramiding). If an
employee works less than a full shift either before or after his/her regular shift, the 12
hour rule does not apply. See Appendix E for examples.


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B. Duly authorized paid leave time shall be considered as time worked for the purposes of
calculating premium overtime pay during the regularly scheduled work week (but not
daily workshift).

C. Overtime work shall be compensated at 1 ½ times the regular rate, or compensatory
time at 1 ½ times up to a maximum accumulation of 300 hours of compensatory time,
exclusive of any premium or bonus pay. Authorized overtime hours worked in excess
of 300 hours shall be paid in cash. There shall be no compounding or pyramiding of
overtime pay with regular or premium pay.

Requests for use of compensatory time shall be subject to approval of supervision based
upon operational and scheduling factors. Guidelines for administration of compensatory
time or cash payment of overtime are contained in this Memorandum of Understanding
in Attachment "D."

A unit member may convert accumulated compensatory time credits to cash, up to a
maximum of 120 hours in no more than two, 60 hour increments, by notifying the
Department payroll staff in writing of such intent no later than November 1 (payment will
be made on or before December 15) and no later than July 31 (payment will be made
on or before August 31).

D. Call-Out Pay

An employee shall have a minimum of 3 hours pay at overtime rates when called out for
work after leaving City facilities at a time other than his regularly assigned shift, or when
he is called out for overtime work while on stand-by pay.

Overtime for this call-out shall begin when employees report to the place where they are
instructed to report and shall terminate 45 minutes after being relieved from duty. This
45 minutes travel time shall be included in the minimum guarantee and shall be paid
only if the total work and allowed travel time exceed the minimum. Where employees
are assigned take-home transportation, they will not be allowed the 45 minutes travel
time. Travel time shall not apply when the employee is working on overtime which was
planned in advance. An employee requested to report early, before the normal starting
time of the shift, shall not be eligible for travel time, but would qualify for overtime for the
extra hours.

Provisions of this section shall be interpreted in a manner which complies with the Fair
Labor Standards Act.

At times when employees are required to work scheduled overtime, they will receive a
minimum of three hours, at 1 1/2, providing said overtime is not immediately preceding
or following his regular work hours.

Remote Access Support
Employees called to perform work by remote access, such as VPN, shall receive a

minimum of 30 minutes pay at the overtime rate or the actual amount of time expended,
whichever is greater. The employee will be paid at the overtime rate in quarter hour


Page 209
increments for each remote access support response after the initial response. Calls
placed closer than 30 minutes shall be treated as a single event and subject to the actual
time worked or minimum payment.

Telephone Support
Employees called to perform work by means of telephone support shall receive 30
minutes pay at the overtime rate or the actual amount of time expended whichever is
greater. The employee will be paid at the overtime rate in quarter hour increments for
each telephone support response after the initial response. Calls placed closer than 30
minutes shall be treated as a single event and subject to the actual time worked or
minimum payment.

E. Cash compensation for all overtime will be at 1 1/2 times the regular rate after the first 7
minutes assigned and worked beyond the end of an employee's regularly scheduled
shift, calculated to the nearest quarter hour. There shall be no compounding or
pyramiding of overtime pay with other regular or premium pay except as required under
Fair Labor Standards Act.

F. Off Duty Physician Appointments

When, at the direction of the immediate non-unit supervisor, unit members being treated
by the authorized and designated City physician at times they are not scheduled to be
on duty nor are on paid leave or disability benefit status, shall be entitled to overtime
compensation in accordance with Article 3 hereof. This compensation shall be at a
minimum of one hour or based on actual check-in and check-out time recorded by health
center staff.

G. Overtime shall be worked and shall be allowed if assigned by the non-unit supervisor or
other authorized representative of the City. The City shall endeavor to be equitable in
the distribution of voluntary overtime amongst qualified employees or crews of
employees within the same classification, function, work location, and shift. Seniority
may be used as a factor in determining the assignment of overtime work. Other factors
include work history, skill level, assigned equipment, etc. The City will make available
to the Union, upon request, reports of overtime worked by unit members on a quarterly
basis. Overtime shall be voluntary, except however, the City reserves the right to assign
overtime in the event insufficient employees volunteer, or to avoid inadequate staffing,
or to insure timely service delivery, or to conduct mandatory training.

When a unit member is off duty or on leave and is contacted by telephone by his
supervisor for purposes other than callout or a supervisor approves of the making or
receiving of the call, the unit member will be paid at time and one-half his regular rate of
pay for each quarter hour calculated to the nearest quarter hour (over 7 minutes goes
to the next quarter hour). There will be no compensation for calls under 7 minutes.

A unit member has the option of donating accrued vacation or compensatory time to
another City employee in accordance with Administrative Regulation 2.144.





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Section 3-3: Out-of-Class Pay
A unit member who is temporarily required to serve in a regular authorized position in a
higher classification shall be compensated at a higher rate of pay in accordance with the
following:

A. To be eligible for the additional compensation, the unit member must first accumulate
10 regular working shifts of assignment in the higher class within any 24 month period;
satisfactory performance during a previous appointment to the higher class will be
credited to the qualifying period. The days of out-of-class assignment need not
necessarily be consecutive. Once this qualification is satisfied, no additional re-
qualification will be required. The unit member must be specifically designated in writing
to perform out-of-class duties.

B. Temporary assignments out-of-class shall be recorded only in full shift units. A unit
employee working out-of-class for 5 hours work for a 10 hour shift and 4 hours work for
an 8 hour shift shall be credited with working out-of-class for the entire shift. No
out-of-class credit shall be given for out-of-class work of less than 5 hours for a 10 hour
shift and 4 hours work for an 8 hour shift.

C. To qualify for out-of-class pay, a unit member must be assuming substantially the full
range of duties and responsibilities of the higher level position. Out-of-class pay is not
authorized, for example, if the organization of a work unit is such that each unit member
carries on his normal duties during the temporary absence of a supervisor, without a
need for the direction which the supervisor would provide on a longer term basis.

D. 1. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class.

2. When authorized, time worked out-of-class may earn experience only credit toward
completion of experience requirements in lieu of existing experience requirements
for promotion to those classifications where such out-of-class work was performed
in a certified position.

E. A unit member who has qualified under these provisions shall be compensated at the
minimum rate established for the higher class for each completed work shift served in
the higher class. In the event of overlapping salary ranges, a one-step differential shall
be paid for out-of-class assignments. The higher rate of pay shall be used in computing
overtime when authorized overtime is served in out-of-class work assignments; the
overtime rate shall be the rate established by the overtime regulations that apply to the
higher rank.

F. The City shall not make out-of-class assignments pursuant to this Article in an arbitrary
and capricious manner.





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Section 3-4: Sick Leave Cash Out Formula
A unit member who has accumulated a minimum of 750 qualifying hours or more of accrued
and unused sick leave at the time of a duty related retirement shall be paid an amount of
compensation equal to 25% of his base hourly rate for all hours in excess of 250 hours.

Additional language of this Section 3-4 is contained in Attachments B and C.


Section 3-5: Shift Differential Pay
Unit members shall receive $.60 per hour in addition to their hourly rate of pay when working
a night shift which ends at or after 10:00 p.m. (9:00 p.m. in the Library Division) and before
midnight, and $.80 per hour in addition to their hourly rate of pay when working a night shift
which includes work during the period after midnight to 3:00 a.m. Shift differential shall
continue be paid at the rate of the regular shift for any additional hours worked following the
regular shift.

Employees shall receive night shift pay differential only for hours scheduled and worked,
and not while on paid leave time. If an employee works a 2nd or 3rd shift for 6 hours or
more, they will receive a shift differential.

Employees participating in a 4/10 work schedule shall receive $.60 per hour in addition to
their hourly rate of pay when working a night shift which ends between 10:00 p.m. and 3:00
a.m., inclusive; and $.80 per hour in addition to their hourly rate of pay when working a
regular night shift which ends after 3:00 a.m.

A Unit member shall receive 10 cents per hour in addition to his base hourly rate of pay and
any other shift differential or any other premium pay he may be receiving for working a
weekend shift. A designated weekend shift is defined as any shift that starts on or after 2
PM on Friday and continuing through any shift that starts on or before, but not after 11:59
PM on Sunday.

A Unit member who is called out and works between 2:00 PM on Friday and 11:59 PM on
Sunday will be paid weekend shift differential for all hours worked at the rate specified in
this article.


Section 3-6: Stand-By Pay

When a unit member is required to be available for immediate emergency call-back at times
when the member is not otherwise on duty, the member shall be compensated for such
stand-by hours at $3.00 per hour. Members serving in stand-by assignments shall be
subject to contact requirements as provided for by the Department Head.





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Section 3-7: Show-up Time
Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself for work as scheduled, shall be paid for at
least 4 hours at the hourly or applicable rate of pay. If work on the employee's regular job
is not available for reasons beyond his control, the City may, at the City's discretion, assign
the employee substitute work.

Employees who start work and are later compelled to stop because of inclement weather
or other conditions beyond their control shall be paid for the hours they work, but they shall
be paid for not less than 4 hours at the straight time rate.

Employees released hereunder prior to the end of their regular shift may be required to
stand-by and keep themselves available for immediate call-back during the balance of their
regular shift (for which time they shall be entitled to stand-by pay under Article 3, section 3-
6, "STAND-BY PAY" hereof). An employee may request the use of any accrued leave time,
exclusive of sick leave, to cover the balance of his regular scheduled work shift. Employees
called back to work shall be entitled to their hourly rate of pay for the balance of their
regularly scheduled shift.


Section 3-8: Jury Duty Pay
Pursuant to A.R. 2.24, as amended, a unit member called for jury duty or subpoenaed by a
court as a witness shall be granted a leave of absence from municipal duties without loss
of pay for the time actually required for such service and may retain jury or witness pay,
except where such testimony or witness duty is the result of a unit member's official duties
as a City employee.

To be eligible for paid leave for jury or witness duty, an employee must present verification
of his call to jury duty or witness duty.

Paid witness leave shall not be allowed when the unit member is the defendant, plaintiff or
voluntary character witness in a court action.

Subject to operational and scheduling needs, unit members whose regular work shift is
worked after 5 p.m. and prior to 8 a.m. may be allowed by management to be assigned to
the day shift during the period of jury duty service. The member will be responsible to notify
their supervisor as soon as they are notified for jury duty by a court.

Call Out Pay for Court Time:

When, as a result of his official duties, a Unit member is required to appear as a witness at
a time that the employee is not otherwise on duty, the employee will receive a minimum of
3 hours pay at 1 ½ his regular rate of pay, except that an employee shall not be eligible for
additional compensation during that 3 hour period.

Court Time Stand-By:



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When a Police Department Assistant, Crime Scene Specialist, or Commercial Vehicle
Inspector receives a subpoena or other notice requiring him to stand-by to appear in court
to testify concerning the performance of his official duties at a time other than his regularly
scheduled shift, he shall be compensated the greater of either $100 per day for each day
the subject court proceeding is in session and the Unit member is subject to call, or in
accordance with the current provisions of the Fair Labor Standards Act for the term of this
agreement or for so long as the Act is applicable.

Subject to operational and scheduling needs, full-time Unit 3 employees whose non-
traditional work schedules include N-days may be allowed by management to be provided
an alternate N-day during the pay week for hourly employees (when the date of jury service
falls on the employee’s regularly scheduled N-day).


Section 3-9: Deferred Compensation Program
The City shall contribute an additional 0.75% of each Unit employee’s monthly base wages
for a total of 2.36% to the City Deferred Compensation Plan.


Section 3-10: Compensation for Approved Training

Any Communication Dispatcher assigned to the Aviation or Fire Departments and Police
Communications Operator who is selected by their Department to conduct department
approved field training will be paid a one-step differential or a minimum of 3%, whichever is
higher, for those hours actually spent training other staff members.




ARTICLE 4: Hours of Work/Working Conditions

Section 4-1: Hours of Work
A. This Article is intended to define the normal hours of work and to provide the basis for
calculation and payment of overtime pursuant to Article 3, section 3-2. Unit members
may sign individual statements waiving the provisions of this section concerning
consecutive days. Signed waivers shall continue in effect per M.O.U. year, unless there
is an emergency of long-term duration affecting the employee. In which case, the
employee will give the City at least ten calendar days notice in order to revoke the
waiver.

The City, in collaboration with the Union, may experiment with flextime schedules when
all the following conditions are met:

a. Approval of Department Head
b. Approval of Union President
c. Mutually agreed schedule between Unit Member and Supervisor

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d. Signed waiver

The regular work day and regular work week shall consist of 5 consecutive days of 8
hours or 4 consecutive days of 10 hours of work excluding unpaid meal periods in a 7
calendar day pre-established work period, except in those departments performing
normal services regularly on Saturday and/or Sunday, with the following exceptions:

1. To the extent that Library schedules do not conform to the above provision, it is not
intended nor shall this section change such scheduling practices in the Library
Division.

2. The shift schedule for unit members in the Fire Dispatch Operation shall be subject
to change during the term of this Memorandum, when such is conducive to efficient
operations in the judgment of department management. The Union shall be advised
of such changes in advance in the Labor-Management Committee (Article 2, section
2-2).

3. Exceptions to this Section may be made for Detention Officers in the Police
Department.

The City and Union will discuss aligning the definition of the start date of the shift in
Labor-Management meetings.

B. Regular work schedules showing the employees' shifts, work days, and hours shall be
posted where accessible to employees.

C. Except for emergency situations, permanent regular work schedules shall not be
changed without notice of at least 14 calendar days to the affected employee(s). Full-
time unit members shall be given notice of at least 14 calendar days when there is a
change in their permanent work location. Excluding employees of Parks or City
Clerk, part-time employees who have one permanent work location shall be given
notice of at least 14 calendar days when there is a change in their permanent work
location. "Emergency" hereunder shall mean unforeseen operational circumstances.

When used in the context of this article, operational circumstances will be defined as
service demands or other required actions performed to accomplish the mission of the
department. These actions may be routine (anticipated) or emergency (unanticipated).
For routine operational actions, 14 calendar days notice will be given to change
permanent regular work schedules. For emergency operational actions, unit members
will be provided as much advance notice and information as the situation will allow.

When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City will
notify the Union of such changes or new schedules within 7 calendar days notice.

Employees may request to be changed to another work schedule, and when a position
on such schedule becomes vacant and available, shall be so reassigned on a seniority
preferred basis when qualifications and experience are deemed to be equal by the City.
(See Article 4, section 4-4 Seniority)


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D. Employees engaged in continuous operations are defined as being any employee or
group of employees engaged in an operation for which there is regularly scheduled
employment for 24 hours a day, 7 days a week.

The work week for employees engaged in continuous operations shall consist of 5
consecutive days of 8 hours of work or 4 consecutive days of 10 hours of work, excluding
unpaid meal periods. This provision shall not apply to relief positions.

E. Unit 3 employees' regularly scheduled workday will be determined by the actual calendar
date that they start their shift.


Section 4-2: Rest and Lunch Periods
A. Scheduled work shifts shall include meal periods to be observed as follows:

5 DAY WORK WEEK MEAL PERIOD
8 hours 30 minutes on the job, paid at straight time
8-1/2 hours 30 minutes, unpaid
9 hours 60 minutes, unpaid


4 DAY WORK WEEK MEAL PERIOD
10 hours 30 minutes on the job, paid at straight time
10-1/2 hours 30 minutes, unpaid
11 hours 60 minutes, unpaid

Schedules for Police Assistants and Police Aides, in the Police Department shall include
a paid straight-time meal period of 1/2 hour on the job.

Two (2) paid non-work periods of 15 minutes during the above scheduled work shifts
shall be permitted to promote the health, safety and efficiency of employees on the job.

A unit member may request a flextime schedule. If work demands preclude a unit
member from taking an unpaid lunch period, they will receive compensatory time at 1 ½
x for the missed meal period, provided they have received prior authorization from their
supervisor for working through the lunch period and they have worked more than 40
hours that week. When a Unit member does not receive a paid meal period, the meal
period shall be uninterrupted and duty-free. For paid straight-time meal periods of 1/2
hour, the intent is for the employee to have a break from their work station during this
period, but the employee must be available for immediate call-back to work when
necessary. When work demands permit, with a supervisor’s approval, a Unit employee
may combine their 30 minute meal period with one of their 15 minute rest periods to
achieve a 45 minute meal period. This paid leave time counts as hours worked.

B. Activities of employees during above non-work periods shall not be subject to any
unreasonable restrictions.




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C. When a Unit member works overtime of 2 hours or more in addition to their daily work
shift, they shall be entitled to an additional 15 minute break. Every additional 2 hours of
overtime will entitle an employee to an additional 15 minute break.

After 4 consecutive hours of overtime in addition to their daily work shift, a unit member
shall be entitled to a paid meal break of 30 minutes but in no event shall a unit member
be entitled to more than one such break for every 8 consecutive hours of overtime.


Section 4-3: Clean-up Time
Unit employees will be given time, in keeping with past practice, at the end of a normal daily
shift for personal clean-up. Such time is in addition to and exclusive of any time the City
requires be spent for maintaining equipment.

All departments shall provide field employees with the appropriate clean up kits/ materials,
upon request.

Employees shall be allowed reasonable time, as necessary, for personal cleanup prior to
the commencement of lunch and break periods.

The intent of the above provision has always been to allow field employees who need
personal clean-up prior to rest or lunch periods a reasonable amount of time to do so. Clean-
up material should be supplied on an as needed basis to field employees. If the field
supervisors and employees act reasonably in addressing the issue, everyone will have a
more healthy and safer work environment.


Section 4-4: Seniority

A. Seniority shall be by length of service within a class. If seniority within the class is not
determinative, then length of service with the City shall prevail.

B. Seniority shall be used as a factor consistent with established Civil Service procedures
and Personnel Rule 14 in choice of work assignments, vacation schedules, and in the
determination of lay-offs.




ARTICLE 5: Benefits

Section 5-1: Health Insurance
A. The City and Union agree to maintain the current 80/20 split for health insurance for
both single and family coverage. If there is a rate increase or decrease, the City shall
pay 80% of the new monthly contribution and the employee will pay 20%.



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B. The City agrees to the continuation of a Healthcare Taskforce for the purpose of studying
existing plans and to explore alternative plans. The Taskforce shall include
representatives from the City and a Local 2960 representative.

C. It is understood between the City and the Union that the City's monthly contributions will
not, under any circumstances, exceed the actual premium cost.

D. The City will maintain an Employee Assistance Program which will provide confidential
individual and family counseling to all unit members and their eligible dependents.
These services will be furnished by an independent contract agency to be chosen by the
City.

E. Employees in positions in classifications 320 and below will receive a health insurance
supplement allowance of $66.50 two (2) times a year to be paid in August and February.
Regular bargaining unit employees must be enrolled in current City Health Insurance
Program to receive this benefit.

F. All Unit 3 Police employees will be included in coverage of the Police Officers Assistance
Program.

G. The following chart reflects the MERP benefits for unit employees eligible to receive
MERP as determined on August 1, 2007. It is understood the MERP amounts listed are
not subject to modification through contract negotiations but may be increased by the
City.

Retiree with less than 5 years of active City credited service. $117 per month
Retiree with at least 5 years but less than 15 years of active City $135 per month
credited service.
Retiree with at least 15 years but less than 25 years of active $168 per month
City credited service.
Retiree with 25 or more years of active City credited service. $202 per month

H. An additional Medical Expense Reimbursement Plan (MERP) supplement of $100 will
be paid to unit employees who retire on or after July 1, 2007 and are within 15 years of
becoming retirement eligible as of August 1, 2007 and who choose the City’s family
coverage. This additional MERP amount will be paid until retirees reach age 65. Any
unit employee who retires after July 1, 2009, and is eligible to receive MERP, as
determined on August 1, 2007, will receive this additional MERP amount for either family
or single coverage until age 65. This credit is applied directly to the retiree’s premium
deduction.

The $150 monthly allowance for Post Employment Health Plan accounts (PEHP)
continues for all qualifying employees eligible to retire after August 1, 2022. (The
date of an individual's retirement eligibility was determined on August 1, 2007).

I. In the event of the death of a unit member while on duty or while performing a job function
as determined by the City, the City will continue to pay the full monthly health insurance
premium for the spouse or domestic partner and all eligible dependents. Should the
surviving spouse or domestic partner remarry, the benefits of this provision may continue


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through COBRA. The policy is retroactive to any reported and known In-Line-of-Duty
death of a Unit member from July 1, 2010 to June 30, 2019.


Section 5-2: Dental Insurance
The City shall pay the full premium costs for single coverage for employees enrolled in the
base dental HMO or PPO plan and 75% of the premium costs for family coverage for a City
dental plan. If an employee selects a dental plan other than the base HMO or PPO, the
employee will pay the difference between the PPO plan and the selected plan.

The plan shall consist of 80% payment of reasonable and customary charges covered for
preventive and diagnostic services, basic services, and major services. The plan shall also
include an orthodontia benefit providing for 80% payment of reasonable and customary
charges up to a maximum lifetime benefit of $2,500 per person. This plan is subject to the
deductibles and limitations contained in the contract between the dental insurance carrier
and the City of Phoenix.

Effective August 1, 2003 the orthodontia benefit shall be $4000 dollars.


Section 5-3: Life Insurance
The City will provide at no cost to unit employees off-the-job and on-the-job life and
dismemberment insurance with a face value equivalent to the employee's gross annual
salary rounded up to the next $1,000 or $25,000, whichever is greater; in addition, the City
will also provide death-in-the-line-of-duty insurance with a face value of $75,000.

It is understood between the City and the Union that any negotiated changes in life
insurance benefits shall be effective on or about January 1. The designated beneficiary of
a unit member will be paid for all accumulated sick leave hours that remain on the City's
official file at the time of a line-of-duty death of the unit member and payment will be based
upon the unit member's base hourly rate of pay at the time of death. The beneficiary shall
be that person designated in the eCHRIS Benefits portal for the City of Phoenix Group Life
Insurance Program on file in the City Human Resources Department.

Additionally, the City will provide to each unit employee a $200,000 death benefit covering
the unit employees commutation to and from his City work location. This policy will be
consistent with the current City Life Insurance carrier, and will cover the unit employee’s
commute for up to two hours before his shift begins, and two hours after his shift concludes.

In the event of the death of a unit employee while commuting to or from his work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. This policy will be consistent
with the terms of the current City Life Insurance carrier, for the payment of a supplementary
commutation life insurance policy for each unit employee.





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Accumulated sick leave hours on the city’s official file at the time of an active unit member’s
death will be paid. Payment will be based upon the member’s base hourly rate at the time
of death.

Upon receipt of invoice, the City will reimburse the Union up to $6.00 per month per
full-time unit employee for premiums and reasonable administrative costs incurred
by the Union sponsored life/long term care insurance benefit. Labor Relations must
approve all associated administrative costs prior to reimbursement; however,
approval will not be arbitrarily withheld.


Section 5-4: Long-Term Disability

The City will offer a long term disability benefit for all full time, regular unit employees
pursuant to A.R. 2.323 as may be amended (providing that such amendments shall not be
in conflict with the MOU). Employees who have been continuously employed and working
on a full-time basis for 12 consecutive months are eligible to apply for long term disability
coverage. After an established 90 calendar day qualifying period, the plan will provide up
to 66 2/3% of the employee's basic monthly salary at the time disability occurs and continue
up to age 75 for employees who have been employed full-time for 36 months and one day.
This benefit will be coordinated with leave payments, industrial insurance payments,
unemployment compensation, social security benefits and disability provisions of the
retirement plan.

Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than 30 months.

Employees participating in the long term disability benefit as of June 30, 2012 will continue
under the previous benefit rules until they return to work or achieve the maximum age of 80
for benefits.


Section 5-5: Holidays and Vacations

A. The City agrees to incorporate into the Memorandum the benefits provided under
Administrative Regulation 2.11, as amended, modified to indicate the following holidays.

Employees, except those on hourly paid status, shall, when possible without disrupting
the various municipal services, be allowed the paid holidays listed below:

New Year's Day - January 1
Martin Luther King’s Birthday - Third Monday in January
President's Day - Third Monday in February
Cesar Chavez’s Birthday - March 31
Memorial Day - Last Monday in May
Independence Day - July 4
Labor Day - First Monday in September
Veteran's Day - November 11
Thanksgiving Day - Fourth Thursday in November


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Friday after Thanksgiving Day
Eve of the Christmas holiday - 4 hours
Christmas Day - December 25
Three vacation days- After completion of six months of full-time employment
added to vacation bank of hours

When a holiday named herein falls on Sunday, it shall be observed on the following
Monday, and when a holiday herein falls on a Saturday, it shall be observed on the
preceding Friday, except that in the case of 6 day operations and in the Library
Department such holidays may be observed on Saturday, and in the case of continuous
operations and seven day operations, holidays shall be observed only on the calendar
days on which they actually fall. This paragraph shall not apply to the Eve of Christmas
holiday, which shall only be granted when it falls on the employees' regular scheduled
work day.

A unit member working in a continuous operation, whose regularly scheduled day off
falls on a holiday specified above, and who is scheduled or called in by management to
work a regular shift on such holiday and scheduled day off, shall be compensated as
follows: 8 hours pay for the holiday plus pay at 1 1/2 the regular rate for each hour
assigned and worked, plus compensatory time credit for each hour assigned and worked
to a maximum of 8 hours.

B. Vacation accrual, carryover, and separation payout shall be governed by the following
table:

SERVICE MONTHLY MAXIMUM PAYOUT
YEARS ACCRUAL CARRYOVER

0-5 8 hours 232 hours 280 hours
6-10 10 hours 280 hours 340 hours
11-15 11 hours 304 hours 370 hours
16-20 13 hours** 352 hours 430 hours
21 + 15 hours** 400 hours 490 hours

**In the last three years of service an additional 80 hours may be carried over into a
new calendar year.

Unit members shall be allowed vacation buy out twice per calendar year, on the last
paycheck of November and/or May. The total annual buy out is up to a maximum of 80
hours taken in no more than 40 hour increments, after the employee has accumulated
a minimum of 120 hours and has used 40 hours of vacation/comp-time during the
calendar year.

Unit members may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness of an employee or their immediate family member.



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To every extent practicable, a transferred unit member will be allowed to maintain his
previous vacation schedule.

C. Through Labor-Management Unit 3 established a pilot program for unused vacation time
that unit members would lose since it could not be carried over into the next calendar
year. A bank was established and the time was donated to Unit 3 employees with a
petition on file per A.R. 2.144. The City agrees to continue the pilot program during
the 2023-2024 MOU.


Section 5-6: Uniforms
A. Uniform Allowance

Unit members employed by the Police Department or Fire Department who are required
to purchase, wear and maintain uniforms pursuant to Police or Fire Department rules
and regulations shall be entitled to an annual uniform allowance in the below listed
amounts for the appropriate listed classifications:

Job Classification Allowance
Police Assistant*/Special Detail (Assigned $1150 per annum
to Patrol or Transit functions)
Police Assistant $725 per annum
Detention Officer $1150 per annum
Police Aide $725 per annum
Police Communications Operator $725 per annum
Fire Prevention Specialist Trainee $725 per annum
Fire Prevention Specialist (Including $725 per annum
employees in Planning & Development)
Court Security Officer $725 per annum
Fire Emergency Dispatcher/Lead** $725 per annum
Municipal Security Guard* $725 per annum
(Part-time employees receive 80% of
full-time allowance ($580) in Library
Dept only)
Municipal Security Guard* in Police $1150 per annum
(required to wear Class B or C uniform)
Crime Scene Specialist* $725 per annum

**The City will issue a one-time $200 winter uniform jacket allowance to for outdoor work
to the following classifications and assignments:

Police Assistants assigned to Parking Enforcement Detail
Police Assistants assigned to Patrol or Police Transit
Detention Officers
Crime Scene Specialists
Municipal Security Guards in Police, Water and Public Transit



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Police Assistants, Detention Officers, Municipal Security Guards in all departments,
Police Assistant-Transit and Police Assistants and Crime Scene Specialists in public
facing positions, as well as Operations Assistants in Aviation working non-secured side
of airport who purchase a new ballistic vest, upon showing proof of purchase, shall be
reimbursed an amount up to, but not exceeding $1,000. Upon replacement, a qualified
employee as listed in this section shall be entitled to the $1,000 reimbursement every 5
years after initial purchase.

In lieu of the $100 employees in the job classifications of Fire Emergency
Dispatcher/Lead previously received from the City/Fire Department for additional
uniform items, employees in these job classifications will now receive an equivalent
uniform allowance of $100. Payment to be made on or about August 1 of each MOU
year.

1. Payment of the annual allowance will be made on or about August 1 of the fiscal year
and shall be for the period of July through June, and is intended to cover the cost of
uniforms, maintenance, and cleaning of such uniforms.

2. New employees will receive the entire annual uniform allowance within 30 days of
the time they are directed to wear and maintain a uniform.

The second uniform allowance, received at the start of the next fiscal year, will be
equal to 1/12 of the annual uniform allowance for each month of the preceding fiscal
period, starting with the first month the employee was directed to wear and maintain
a uniform, to the start of the new fiscal year.

3. Unit members who leave City employment shall repay to the City the uniform
allowance equal to 1/12 for each month remaining in the fiscal year after the last day
of the month in which the separation occurs. Provided, however, that unit members
who retire will not be required to repay any uniform allowance.

The family or beneficiary of a unit member who dies while in the employment of the
City shall not have to pay back any uniform allowance.

4. A unit member who has been on extended leave (paid or unpaid) of 2 months or
longer shall have the next annual uniform allowance reduced by 1/12 of the annual
amount for each month of extended leave.
5. An employee who has received an allowance under this agreement and is
subsequently promoted or transferred into a Public Safety Retirement System
position shall have his allowance adjusted to accommodate the difference but shall
not be entitled to both allowances.

6. Reimbursement Schedule

The City agrees to reimburse all unit members for the repair or replacement of
uniform items and for other personal property damaged in the course of employment
and performance of their assigned duties without fault or negligence on the part of
employees, other than normal wear and tear in accordance with the schedule of
items and maximum amounts authorized for reimbursement outlined below:


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Uniform Boots/Shoes - Full Cost
Uniform Trousers - Full Cost
Uniform Shirt - Full Cost
Uniform Jacket - Full Cost
Glasses - Prescription $130.00
Watches - $52.00
Jewelry - $44.00
Flashlight - $21.00
Sun Glasses - $17.00 Non-Prescription
Safety Vest - Full Cost

Reimbursement for full, 3/4, 1/2, 1/4, value are based on the supervisor's evaluation
and recommendations of the article's condition and age. Items not listed above are
not covered by the policy.

The option to repair or replace damaged items, and to determine whether replaced
property will be returned to the employee, rests with the City.

The provisions of this policy shall not apply if the employee has concealed or
misrepresented any material fact or circumstances concerning the subject of the
loss, his interests therein, or in the case of any fraud or false statements by the
employee relating thereto.

Any item not specifically mentioned may be discussed in a meeting of the
Labor-Management Committee.

7. Prior to changing or modifying current uniforms, the City will notify the Union, in
writing, with a minimum of 30 calendar days notice of its intent. The Union may
at any time request the Labor-Management Committee meet to discuss changes and
modifications to the current uniforms.

HONOR Guard – Prior to any formal recognition of the Unit 3 Honor Guard, the City and
Union will determine the Honor Guard fund management, uniforms, policies, and
procedures in Labor-Management meetings. A good-faith effort will be made to
schedule these Labor-Management meetings within 8 weeks of the contract start date.

The AFSCME Local 2960 Honor Guard is a professional organization that represents
the City of Phoenix at official events, memorial services and employee funerals. The
AFSCME Local 2960 Honor Guard was established in January 2015 after the LODD
loss of Unit 3 employee Megan V. Lange. The 501c3 was formalized during the 2016-
2019 contract MOU at the request of the City during negotiations to help institute formal
recognition of the Honor Guard. Through the work of AFSCME Local 2960, a registered
501c3 non-profit association (ID #82-08366266), the Honor Guard provides public
education and community service. Each year of this agreement, the City will direct
$25,000 to a fund maintained by the City, which has been charged to the total
compensation of the Unit 3 economic package, to support the work and related
expenses of maintaining the Honor Guard. The Union will submit receipts to the City for
reimbursement. If the entire $25,000 is not used in the first year of the MOU the balance


Page 224
will carry over into the following year not to exceed $50,000 during the term of this MOU.
Funds not used by the end of the MOU will be credited to the Unit 3 package for the
following contract.


Section 5-7: Tuition Reimbursement
A. Unit members who participate in the Tuition Assistance Program shall be eligible for
tuition reimbursement pursuant to the following provisions:

1. For the 2023-2024 fiscal years, an employee may submit tuition expenses incurred
in the prior fiscal year such that the maximum total reimbursed does not exceed
$13,000 across any two-year period.

2. To be eligible for any reimbursement, unit members must have successfully
completed academic or training courses approved by the department head and the
Human Resources Director as provided in existing regulations.

B. Tuition reimbursement in accordance with this Article will be made in the event an
employee's approved course of instruction is terminated solely and directly as a result
reimbursement shall not occur in the event of any other voluntary or involuntary change
in job assignment or employment status.

C. The City will reimburse unit members for expenses incurred as a result of requiring and
maintaining certification required by the City for Building Inspectors, Construction Permit
Specialists, and Operation Assistants Air side, and Fire Prevention Specialist once they
pass the test, on a one time basis only. The City will not reimburse unit members for
classes the City provides at no cost, or for classes the City identifies for unit members
to be taken at no cost.

D. Unit classifications at pay range 324 and above shall be allowed to utilize up to $225 to
attend one-day, in-state, city-related seminars/training and city-related memberships.


Section 5-8: Car Insurance, Mileage Allowance, Bus Pass and Parking
A. Where, with respect to the below listed classifications, the City expressly requires as a
condition of employment that the employee own and utilize his personal automobile in
performing assigned duties, such employees shall be compensated $12.00 per month
toward automobile insurance expenses upon submission and resubmission as may be
required by the City of such insurance expenses being incurred by the employee:

Community Worker II
Caseworker I
Caseworker Aide
Senior Center Assistant





Page 225
Employees required and authorized to use their private vehicle on City business and
who have provided proof of appropriate insurance as required by City regulations shall
be compensated at the IRS regulated rate per mile.*

*Refer to A.R. 6.21

B. Employees regularly assigned to the airport terminal buildings shall be provided parking
facilities without charge at a location at the airport to be specified by the Director of
Aviation.

C. All regular full-time and part time bargaining unit employees will receive, upon request,
a City issued bus/transit pass at no cost to be used only by the employee.

D. If parking rates are increased, the City will notify the union prior to the increase taking
place.

E. Parking rates for employees who drive motorcycles to work shall be reduced by 50%
when they park at the 305 garage or Adams Street Garage.

F. The City will provide 4 parking cards to the Union.


Section 5-9: Unpaid Parental Leave / Family Leave
A. The City will, as a matter of general policy, authorize up to 3 months of unpaid leave for
any unit member who is the parent of newly born, legally adopted child, or any unit
member who needs to care for an ill family member. Family members include spouse,
qualified domestic partner, children (natural, adopted, foster or stepchildren) brother,
sister, parents, and grandparents. Approval and use of this leave shall be subject to
existing Personnel Rules. The employees’ immediate family member does not have to
live in the employees’ household to be covered by this section.

B. Employee may use up to 10 hours of accumulated sick leave in at least one-hour
increments each calendar year for the home care or medical treatment for an immediate
family member residing in the employee’s household. When there is an extreme illness
or injury situation where a life or death question exists involving an immediate family
member, an employee may use up to 5 days of accumulated sick leave. (This should
not be construed as bereavement leave under Personnel Rule 15g.)

In addition, employees may have dependent care situations where the above leave is
insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an immediate
family member up to a maximum of 5 incidents not to exceed a total of 40 hours each
calendar year.

For all of the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor under A.R.
2.30, when evaluating the job performance of an employee involved in a leave-



Page 226
management program, up to a maximum total of 7 incidents per calendar year. An
incident is defined as an absence from work regardless of the length of time.

Immediate family is defined as the following persons: spouse, qualified domestic
partner, child, step-child, brother or sister of the employee or the parent of the employee
or spouse, a relative who, because of family circumstances, has been a parent substitute
to the employee may be considered as a substitute for mother or father in this definition.


Section 5-10: Retirement Program and Benefits
The retirement program and benefits for Unit 3 employees are listed in the Phoenix City
Charter.



ARTICLE 6: Miscellaneous

Section 6-1: Saving Clause
A. If any Article or Section of this Memorandum should be held invalid by operation of law
or by final judgment of any tribunal of competent jurisdiction, or if compliance with or
enforcement of any Article or Section should be restrained by such tribunal, the
remainder of this Memorandum shall not be affected thereby; and upon issuance of such
final decree, the parties, upon request of either of them, shall meet and confer and
endeavor to agree on a substitution provision or that such a substitute provision is not
indicated.

B. It is recognized by the parties that this MOU shall be administered in compliance with
appropriate provisions of the Fair Labor Standards Act as may be amended.


Section 6-2: Copies of Memorandum

A. Within 60 days of the date that this Memorandum is adopted by the City Council, the
City will arrange for printing of jointly approved copies of it for furnishing one to every
unit employee, unit supervisor and to management personnel.

B. Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors, and Suppliers), as may be
amended.





Page 227
Section 6-3: Term and Effect of Memorandum
A. This Memorandum shall remain in full force and effect July 1, 2023 through June 30,
2024 and thereafter shall continue in effect year-by-year unless one of the parties
notifies the other in writing no later than December 1st, of the final year of the contract,
of its request(s) to modify or terminate it.

B. Except as expressly provided in this Memorandum, the City shall not be required to meet
and confer concerning any matter, whether covered or not covered herein, during the
term or extensions thereof.

C. If any section or provision of this Memorandum violates existing Federal, State or City
law, then such law shall supersede such provisions or section.

D. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with the
meet and confer proceedings resulting in this Memorandum is precluded from initiating
any further meeting and conferring for the term thereof relative to matters under the
control of the City Council or the City Manager.

E. The City may change the terms and conditions of Administrative Regulations during the
term of this Memorandum. The City will notify the Union of any changes in
Personnel Rules and/or new or revised Chapter 2 Administrative Regulations
(ARs) affecting unit employees.

The City will consult the Union concerning changes affecting existing compensation
provided for under the following Administrative Regulations:

2.16 Political Activity Time Off to Vote
2.241 Compensation for Interpreting and
Translation by Personnel in City Courts
2.27 Employee Suggestion Program
2.34 Transitional Work Policy
3.41 Travel Authorization and Travel Expense Allowances

F. The provisions of this Memorandum apply to all unit members, except that entitlement
to health, life and long-term disability insurance, holiday, overtime and show-up benefits
for regular hourly employees shall continue in accordance with present practice and
policy. The City shall not lay off from City employment full-time employees for the sole
purpose of replacing them with hourly employees, and will not alter the status of
incumbent full-time employees to hourly employees.

G. This Memorandum constitutes the total and entire agreements between the parties and
no past written or verbal statement/agreements shall supersede any of its provisions.





Page 228
Section 6-4:
The City shall create an Employee Memorial for those employees lost to COVID-19 to
thank them for their service to the City of Phoenix





Page 229
IN WITNESS WHEREOF, the parties have set their hands this
_______ day of May, 2023



______________________________________________________________________
Frank Piccioli, President, AFSCME Local 2960


_____________________________________________________________________
Jason Perkiser, Assistant Human Resources Director, Labor Relations, City of Phoenix


_____________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix


ATTEST:


______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED TO FORM:

______________________________________________________________________
City Attorney, City of Phoenix


AFSCME 2960 Team: City of Phoenix Team:
Frank Piccioli, President Jason Perkiser, Assistant Human Resources Director
Debra Novak-Scott Martin Whitfield, Parks and Recreation Department
Angie Hernandez Jesse Cooper, Police Department
Kanika Jones Patricia Kirkland, Human Services Department
Michelle Newcomb Michael O'Shaughnessy, Aviation Department
Jose Vejar Brandie Barrett, Public Works Department
Kennethy Franklin Rayne Gray, Fire Department
Karen Roberts Sheree Rucker, Human Resources (Coordinator)
Sonya Valenzuela Brianna Soto, Human Resources (Scribe)
Lena Bernal
Sheila Yellowhair





Page 230
ATTACHMENT A

DEPARTMENTS REPRESENTED BY AFSCME LOCAL 2960

Aviation

City Clerk

Community & Economic Development

Phoenix Convention Center

Finance

Fire

Housing

Human Services

Information Technology

Law

Library

Municipal Court

Neighborhood Services

Parks & Recreation

Planning & Development Services

Police

Public Transit

Public Works

Street Transportation

Water

Stewards are listed on our website - afscme2960.org





Page 231
ATTACHMENT B (Relating to Vacation Leave)
All of the following, including the agreed-upon Intent, are material terms of this Attachment
B and if any provision contained herein is not accepted by the City, the City Council or the
employee group, this entire Attachment B becomes null and void:

Section 3-4 (Continued)

A. Final Average Compensation and Vacation Leave

1. The number of vacation leave hours eligible to be cashed out and included in an
employee’s Final Average Compensation upon retirement will be limited to the
number of vacation leave hours in the employee’s leave bank on June 30, 2014, not
to exceed 450 hours.


2. The City recognizes that the Union may bring a lawsuit regarding the City’s proposed
implementation of the practice set forth in this Attachment B by submitting the dispute
concerning the City’s proposal and planned implementation of the practice in
Paragraph B.1 of this Attachment B to a court of competent jurisdiction.

3. The Parties expressly agree that nothing contained in Section 3-4 or this Attachment
B shall be construed to constitute an agreement by the Union to the lawfulness of
the practice set forth in Attachment B or the lawfulness of implementation of the
changes set forth in Paragraph B.1 of this Attachment B. Nor shall anything
contained in this Attachment B constitute a waiver of the Union’s, employees’ or the
City’s claims or defenses in connection with a lawsuit as set forth in Paragraph B.2.
hereof regarding the lawfulness of the City’s proposed implementation of the
changes set forth in Paragraph B.1. The City agrees not to make any argument
based on this Attachment B regarding waiver, estoppel, ratification, novation or any
similar arguments based on this Attachment B. The City expressly agrees it waives
any rights to argue and will not and may not argue, based on this Attachment B, in
any lawsuit as set forth in Paragraph B.2 regarding the lawfulness of City’s proposed
implementation of the changes in Paragraph B.1, that the Union or Unit 3 employees
agreed to the lawfulness of such changes including, without limitation, by asserting
that the Union or employees agreed to the lawfulness of such change based on this
Attachment B, the negotiations leading up to this Attachment B, the ratification of the
MOU by the Unit 3 employees or based on any action or statements of the Union in
relation to this Attachment B.

4. The Parties further agree that until there is a final judgment and declaration with
respect to the rights of the parties regarding the lawfulness of and the proposed
implementation of the practice in Paragraph B.1, if the City calculates retirement
benefits based on such practice, the Union will not seek a temporary restraining


Page 232
order, preliminary injunction or other interim relief to cease the practice set forth in
paragraph B.1. The City expressly agrees that it waives any rights to argue and will
not and may not argue that failure to seek a temporary restraining order, preliminary
injunction or other interim relief to cease the practice set forth in paragraph B.1
constitutes estoppel, an agreement to such practice or waives any rights to challenge
such practice nor will the City argue that either the Union or Unit 3 employees agreed
to the lawfulness of the practice set forth in Paragraph B.1 or such practices based
on the failure to seek a temporary restraining order, preliminary injunction or other
interim relief.

5. The City and the Union further agree that in the event a court determines in a lawsuit
as described in Paragraph B.2., after final judgment and all appeals are exhausted,
that: (a) the vacation payments at issue in Paragraph A are compensation within the
meaning of the Charter; or (b) determines that the practice set forth violates the
contractually vested rights of employees; or (c) determines that the practice violates
either the Arizona or United States Constitutions, the City shall, as soon as is
reasonably practicable after final judgment and all appeal rights are exhausted, sever
Paragraph B.1 of this Attachment B and its terms from this MOU and will take
whatever administrative action is reasonably necessary to undo the practice
described in this Attachment B as required to implement such court’s judgment and
make any affected employees whole. The City shall meet and discuss with the Union
about such administrative action before such action is taken and shall advise the
Union first before advising affected Unit 3 employees about any such administrative
action that directly affects Unit 3 employees

6. The City and the Union further agree that, in the event of a final judgment in the
Union’s favor such as described in Paragraph B.5. of this Attachment, and after all
appeals are exhausted, the City will apply such judgment retroactively to undo the
effect of the practices described in this Attachment B.1 on any employees affected
or bound by this Attachment B and make such employees whole, including without
limitation those Unit 3 employees who retire after June 30, 2014 but before such final
judgment and appeals are concluded. The City shall meet and discuss with the
Union about what actions are taken to undo the effect of the practices and shall
provide the Union with information concerning what Unit 3 employees retired after
June 30, 2014 who were affected by Paragraph B.1 of this Attachment B as
reasonably requested by the Union. The City agrees that it will not argue or claim
that such judgment should be applied prospectively only.





Page 233
ATTACHMENT C (Relating to Sick Leave)
All of the following are material terms of this Attachment C and if any provision contained
herein is not accepted by the City, the City Council or the employee group, this entire
Attachment C becomes null and void:

Section 3-4 (Continued)

C. Sick Leave Cash Out Formula (Continued)

1. Final Average Compensation and Sick Leave.

a. The number of sick leave hours eligible to be cashed out and included in an
employee’s Final Average Compensation upon retirement will be limited to the
number of sick leave hours in the employee’s leave bank on July 1, 2012, provided
all criteria are met as described in Subsection A of Section 3-4 of this MOU.

b. Employees with less than 250 hours of accrued and unused sick leave on July 1,
2012, will not meet the minimum balance requirements for a sick leave cash out
that can be included in their Final Average Compensation.

c. The portion of accrued and unused sick leave that is not included in the Final
Average Compensation upon retirement can be cashed out as a lump sum upon
retirement, provided all criteria are met as described in Subsection A of Section 3-
4 of this MOU.

2. The Parties agree that Paragraph C.1(a-c) of this Attachment C of this MOU shall
not take effect, unless and until a final judgment, after all appeals are exhausted, has
issued in the City’s favor on all claims asserted by the Plaintiffs, as to the lawfulness
of the practice described in Paragraph C.1(a-c), in the pending lawsuit, Piccioli, et.
al., v. City of Phoenix, et al., Ariz. Super. Ct. Case No. CV2012-010330 (“Piccioli”).

3. The Parties agree that nothing in either Paragraph C.1 (a-c) or this Attachment C of
this MOU shall be construed to be a waiver of either the Union’s or the City’s claims
or defenses in connection with the Piccioli lawsuit, including any of the City’s
arguments in defense of continuing its current practice under Administrative
Regulation 2.441 or any of the Union’s arguments that it never agreed to such
changes in the MOU effective July 1, 2012 through June 30, 2014 or otherwise. The
City agrees not to make any argument based on this Attachment C regarding waiver,
estoppel, ratification, novation or any similar arguments based on this Attachment C.
The City expressly agrees it waives any rights to argue and will not and may not
argue, based on this Attachment C, in the Piccioli matter regarding the City’s
proposed implementation of the changes in Paragraph C.1(a-c), that the Union or
Unit 3 employees agreed to the lawfulness of such changes including, without
limitation, by asserting that the Union or employees agreed to the lawfulness of such


Page 234
change based on this Attachment C, the negotiations leading up to this Attachment
C, the ratification of the MOU by the Unit 3 employees or based on any action or
statements of the Union in relation to this Attachment C.

4. In the event a final judgment as described in Paragraph C.2. is issued, the Parties
agree that the City may, as soon as is reasonably practicable after final judgment
and all appeal rights are exhausted, take whatever administrative action is
reasonably necessary to implement the practice described in Paragraph C.1(a-c) of
this Attachment C, provided such action is consistent with the Court’s final judgment.
The City shall meet and confer with the Union about such administrative action before
such action is taken and shall advise the Union first before advising any other Unit 3
employees about any administrative action regarding implementation of Paragraph
C.1(a-c) that directly affects Unit 3 employees.





Page 235
ATTACHMENT D
GUIDELINES FOR ADMINISTRATION OF
COMPENSATORY TIME/CASH PAYMENT OF OVERTIME


The following understanding is intended to serve as guidelines for employees and
supervisory and management personnel when administering the compensatory
time provisions of this Memorandum of Understanding.

Subject to the limitations set forth herein, the following shall apply:

Employees shall have the choice of requesting either compensatory time or cash
payment for overtime authorized and worked, if an overtime appropriation has been
included in the department budget for the departmental work unit in which the
employee works.

Employees will specify the type of payment (cash or compensatory time) at the
time the overtime is worked.

An employee's choice of type of payment shall be subject to supervisory approval.
Once agreement has been reached between the employee and the supervisor, the
type of payment agreed upon shall be honored.

This understanding regarding employee choice shall not apply under the following
circumstances:

Where no overtime appropriation has been included in the department budget for
the work unit in which the employee works.

Where budgetary, staffing, or grant limitations have been placed on the
authorization, use, disbursement or payment of such funds by the City Manager,
Department Head or their designated representatives, or where the terms and
conditions for the receipt and/or utilization of any federal, state, or local government
grants impose such limitations.

The City will make reasonable efforts to notify the Union when changes in
departmental overtime policies regarding the type of payment occur. Provided,
however, that failure to notify the Union shall not prevent or prohibit the department
from implementing such change.





Page 236
APPENDIX E
12-Hour Rule Examples

Regular Shift 2:00 PM - 10:00 PM M-F
Monday Tuesday
Works regular shift Works morning shift

2:00 PM 4:00 PM 6:00 PM 8:00 PM 10:00 PM 12:00 AM 2:00 AM 4:00 AM 6:00 AM 8:00 AM 10:00 AM 12:00 PM 2:00 PM

Time period of 6:00 AM - 10:00 AM qualifies for the
12-hour rule. Process XF 4 hours, employee is paid 4
hours at 1/2 time and receives regular hours paid




Wednesday Wednesday
Regular Shift 2:00 PM - 10:00 PM M-F

6:00 AM 8:00 AM 10:00 AM 12:00 PM 2:00 PM 4:00 PM 6:00 PM 8:00 PM
Time period of 6:00 AM - 2:00 PM qualifies for the
12-hour rule. Process XF 8 hours, employee is paid 8
hours at 1/2 time and receives OT (1 1/2) for
working 6:00 AM -2:00 PM



Thursday Friday
Regular Shift 6:00 AM - 2:00 PM M-F

6:00 AM 8:00 AM 10:00 AM 12:00 PM 2:00 PM 4:00 PM 6:00 PM 8:00 PM 10:00 PM 12:00 AM 2:00 AM

Time period of 6:00 PM - 2:00 AM qualifies for the 12-hour rule.
Process XF 8 hours, employee is paid 8 hours at 1/2 time and
receives OT (1 1/2) for working 6:00 PM - 2:00 AM





Page 237



Report

Supporting documents

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View on Agenda Online ↗

Item text
Public Comment on Proposed MOU Between City of Phoenix and Phoenix Law
Enforcement Association, PLEA (Unit 4)

Request for City Council to receive public comment on the terms of the proposed
Memorandum of Understanding (MOU) with the Phoenix Law Enforcement
Association, PLEA (Unit 4).

Section 2-218 (G) of the Meet and Confer section in the City Code provides that a
proposed MOU be filed with the City Clerk following its ratification by the employee
organization and, "At the earliest practicable date thereafter the City Council of the City
of Phoenix shall provide on its agenda an opportunity for public comment on the terms
of the Memorandum of Understanding prior to the Council acting thereon."

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.




Page 238
ATTACHMENT A



MEMORANDUM OF UNDERSTANDING

2023 – 2024

CITY OF PHOENIX

AND

PHOENIX LAW ENFORCEMENT ASSOCIATION

REPRESENTING UNIT 4 EMPLOYEES




Page 239
PREAMBLE .................................................................................................................... 4

ARTICLE 1: RIGHTS ...................................................................................................... 4
SECTION 1-1: PURPOSE/GENDER ...............................................................................................................................4
SECTION 1-2: CITY AND DEPARTMENT RIGHTS .........................................................................................................4
SECTION 1-3: RIGHTS OF ASSOCIATION .....................................................................................................................6
SECTION 1-4: RIGHTS OF UNIT MEMBERS................................................................................................................ 11
SECTION 1-5: PROHIBITION OF STRIKE AND LOCKOUTS........................................................................................... 20
ARTICLE 2: GRIEVANCE/ARBITRATION/LABOR MANAGEMENT .......................... 21
SECTION 2-1: GRIEVANCE PROCEDURE ................................................................................................................... 21
SECTION 2-2: LABOR-MANAGEMENT COMMITTEE .................................................................................................. 25
SECTION 2-3: RESOLVING GENERAL COMPLAINTS .................................................................................................. 25
ARTICLE 3: COMPENSATION/WAGES ...................................................................... 26
SECTION 3-1: WAGES .............................................................................................................................................. 26
SECTION 3-2: PRODUCTIVITY ENHANCEMENT PAY ................................................................................................. 27
SECTION 3-3: TRAINING PAY ................................................................................................................................... 28
SECTION 3-4: COMPENSATION FOR INTERPRETING AND TRANSLATION BY SWORN POLICE OFFICERS..................... 29
SECTION 3-5: OVERTIME ......................................................................................................................................... 30
SECTION 3-6: COURT TIME OVERTIME .................................................................................................................... 32
SECTION 3-7: CALL-OUT PAY.................................................................................................................................. 33
SECTION 3-8: OUT-OF-RANK PAY ........................................................................................................................... 33
SECTION 3-9: SICK LEAVE CONVERSION AT RETIREMENT ....................................................................................... 34
SECTION 3-10: SICK LEAVE PAYOUT ....................................................................................................................... 35
SECTION 3-11: NIGHT SHIFT DIFFERENTIAL/WEEKEND SHIFT DIFFERENTIAL ......................................................... 35
SECTION 3-12: STAND-BY PAY................................................................................................................................ 36
SECTION 3-13: COURT TIME STANDBY PAY ............................................................................................................ 36
SECTION 3-14: OFF-DUTY EMPLOYMENT ................................................................................................................ 37
SECTION 3-15: JURY DUTY ...................................................................................................................................... 38
SECTION 3-16: DEFERRED COMPENSATION AND DEFINED CONTRIBUTION PLANS .................................................. 38
SECTION 3-17: NON-DIRECT PAYMENT OF COMPENSATION OR BENEFITS............................................................... 38
SECTION 3-18: DRUG RECOGNITION EXPERT PREMIUM PAY ................................................................................... 38
SECTION 3-19: PHLEBOTOMIST PREMIUM PAY ........................................................................................................ 38
ARTICLE 4: HOURS OF WORK/WORKING CONDITIONS ........................................ 39
SECTION 4-1: WORK SCHEDULES ............................................................................................................................ 39
SECTION 4-2: SENIORITY ......................................................................................................................................... 41
ARTICLE 5: BENEFITS ................................................................................................ 41
SECTION 5-1: HEALTH INSURANCE .......................................................................................................................... 41
SECTION 5-2: RETIREE HEALTH INSURANCE ........................................................................................................... 42
SECTION 5-3: DENTAL INSURANCE .......................................................................................................................... 43
SECTION 5-4: LIFE INSURANCE ................................................................................................................................ 43
SECTION 5-5: LONG-TERM DISABILITY INSURANCE ................................................................................................ 43
SECTION 5-6: HOLIDAYS AND VACATION LEAVE .................................................................................................... 44
SECTION 5-7: OUT-OF-STATE VACATION RECALL ................................................................................................... 46
SECTION 5-8: MILITARY LEAVE .............................................................................................................................. 47
SECTION 5-9: UNIFORM, CLOTHING AND EQUIPMENT ALLOWANCE ........................................................................ 47
SECTION 5-10: REIMBURSEMENT FOR EDUCATION EXPENSES ................................................................................. 52
SECTION 5-11: LEAVE OF ABSENCE ......................................................................................................................... 52
SECTION 5-12: WORKERS’ COMPENSATION............................................................................................................. 52
ARTICLE 6: MISCELLANEOUS .................................................................................. 53
SECTION 6-1: SAVING CLAUSE ................................................................................................................................ 53
SECTION 6-2: COPIES OF MEMORANDUM................................................................................................................. 53


Page 240
SECTION 6-3: AID TO CONSTRUCTION OF PROVISIONS OF MEMORANDUM OF UNDERSTANDING ............................. 54
SECTION 6-4: CHANGES IN DEPARTMENT OPERATIONS ORDERS PURSUANT TO THIS MEMORANDUM ..................... 54
SECTION 6-5: PHYSICAL FITNESS ............................................................................................................................. 54
SECTION 6-6: TERM AND EFFECT OF MEMORANDUM .............................................................................................. 55
ATTACHMENT A .......................................................................................................... 57

ATTACHMENT B .......................................................................................................... 58

ATTACHMENT C .......................................................................................................... 59




Page 241
Preamble
WHEREAS the parties, through their designated representatives, met and conferred in
good faith pursuant to Chapter 2, Article XVII (Employer-Employee Relations), Phoenix
City Code in order to reach agreement concerning wages, hours, and working conditions
of employees in the Police Officers Unit, and

WHEREAS the parties hereby acknowledge that the provisions of this Memorandum are
not intended to abrogate the authority and responsibility of City government provided for
under the statutes of the State of Arizona or the Charter or ordinances of the City of
Phoenix except as expressly and lawfully limited herein,

NOW THEREFORE, it is agreed that this Memorandum of Understanding (hereinafter
“Memorandum”) shall be submitted to the City Council of the City of Phoenix for its
consideration.


ARTICLE 1: Rights
Section 1-1: Purpose/Gender

Wherever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.


Section 1-2: City and Department Rights

A. The Association recognizes that the City and the Police Chief retain, whether
exercised or not, solely and exclusively, all express and inherent rights and
authority pursuant to law with respect to determining the level of and the manner
in which the City’s law enforcement activities are conducted, managed, and
administered, and the Association recognizes the exclusive right of Police Chief to
establish and maintain departmental rules and procedures for the administration
of the Police Department during the term of this Memorandum provided that such
rules and procedures do not violate any of the specific express provisions of this
Memorandum.

B. The City and Police Chief have the exclusive right and authority to schedule work
and/or overtime work as required in the manner most advantageous to the City.

C. It is understood by the parties that every incidental duty connected with operations
enumerated in job descriptions is not always specifically described; nevertheless,
it is intended that all such duties shall be performed by the employee.

D. The Police Chief and City Manager reserve the right to discipline or discharge
employees for just cause, defined as follows, pursuant to the Civil Service laws.
The City reserves the right to lay off personnel of the Department.

Page 242
1. The employer informed the law enforcement officer of the possible disciplinary
action resulting from the officer's conduct through agency manuals, employee
handbooks, the employer's rules and regulations, or other communications to
the officer or the conduct was such that the officer should have reasonably
known disciplinary action could occur.

2. The disciplinary action is reasonably related to the standards of conduct for a
professional law enforcement officer, the mission of the agency, the orderly,
efficient or safe operation of the agency, or the officer's fitness for duty.

3. The discipline is supported by a preponderance of evidence that the conduct
occurred.

4. The discipline is not excessive and is reasonably related to the seriousness of
the offense and the officer's service record.

E. The City and the Police Chief shall determine assignments and establish methods
and processes by which assignments are performed. This is not grievable under
the MOU.

F. The City and Police Chief shall have the right to transfer employees within the
Police Department in a manner most advantageous to the City. This is not
grievable under the MOU.

G. Except as otherwise specifically provided in this Memorandum, the City and the
Police Chief retain unqualifiedly all rights and authority to which by law they are
entitled.

H. The City shall have the authority without prior meeting and conferring to effect
reorganizations of the Police Department.

I. The Association recognizes that the City has statutory and Charter rights and
obligations in contracting for matters relating to municipal operations.

J. The Association pledges cooperation to the increasing of departmental efficiency
and effectiveness. Any and all rights concerning the management, organization,
and direction of the Police Department and the police force, including those set
forth in this Memorandum, shall be exclusively the right of the City and the Police
Chief unless otherwise provided by the express terms of this Memorandum as
permitted by law.

K. The inherent and express rights of the City and the Police Chief, including those
herein specifically referred to, which are not expressly modified or restricted by a
specific provision of this Memorandum, are not in any way, directly or indirectly,
subject to the Grievance Procedure herein.




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Section 1-3: Rights of Association

A. The Association, as the authorized representative, has the exclusive right to
serve as the meet and confer representative of all employees in the Police
Officers Unit as described in the City Code.

Under no circumstance shall the department create or request unit members to
sign or agree to individual employment contracts without mutual agreement with
the Association. Unit members will still be required to sign for receipt of materials.

B. Union Release:
The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and the Association have
negotiated six full-time release positions, and release hours, as an efficient and
readily available point of contact for addressing labor-management concerns.
Examples of work performed by the release positions in support of the City
include ensuring representation for unit employees during administrative
investigations and grievance/disciplinary appeal meetings with management;
participating in collaborative labor-management initiatives that benefit the City
and the unit members; serving on Police Department task forces and
committees; facilitating effective communication between City and Department
management and unit employees; assisting unit members in understanding and
following work rules; and administering the provisions of the Memorandum of
Understanding. The cost to the City for these release positions, including all
benefits, has been charged as part of the total compensation contained in this
agreement in lieu of wages and benefits.

1. Full-Time Release Positions:

a. The 6 full time release positions shall be sworn, full time, paid police
officers of the Phoenix Police Department, who will at all times remain
qualified to perform such duties as are normally expected and required of
a municipal police officer in the City of Phoenix, Arizona. These 6 full time
release positions will receive their regular salary including fringe benefits,
and the employer shall make all employer contributions to the Public
Safety Personnel Retirement System required by law so as to maintain
their full eligibility under the Public Safety Personnel Retirement System.

b. The 6 full time release positions shall participate in all appropriate training
requirements necessary to maintain membership in the department,
including all training mandated by the Arizona Peace Officers Standards
and Training Board (AZ POST).

c. The 6 full time release positions agree to be bound by the City’s and the
Police Department’s rules, regulations, and operations orders, including
but not limited to proper notification when utilizing sick or vacation leave.
The full time release employees may be subject to disciplinary action for
violations of any such rules, regulations, general or operations orders.


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d. The 6 full time release positions may work supplemental overtime shifts
consistent with the processes and policies set in place by the Phoenix
Police Department for all sworn police officers. Employees will submit all
overtime slips to their current supervisor to ensure that overtime is being
used appropriately.

2. Association Representatives:

The Association may designate up to 42 representatives and shall notify the
Police Chief and Labor Relations in writing of such designations as they
occur. There shall be no obligation on the City to change or adjust normal
departmental scheduling or assignments of personnel as a result of such
designations or as changes occur.

Every quarter, PLEA will provide a list of stewards that will be posted.

a. Up to two PLEA representatives may, when the Association is designated
by the unit member as his representative, attend mutually scheduled
grievance meetings, Use of Force Boards, Disciplinary Review Boards,
IRP Meetings, and hearings with department representatives and hearings
scheduled and conducted by the Civil Service Board without loss of pay or
benefits. Up to two PLEA representatives may attend hearings with the
department representative if more than one department representative is
in attendance. Paid release time used for any other purposes, such as
gathering information, interviewing the grievant/appellant or witnesses, or
preparing a presentation shall be charged against the bank of release
hours as described in Section 1-3 D. PLEA representatives are required to
obtain the permission of their non-unit supervisor to absent themselves
from their duties to attend scheduled meetings and provide representation.

b. When new work units, precinct(s)/bureau(s) are created, the Association
may designate up to 1 additional representative per bureau and up to 3
additional representatives per precinct. The increased number will be
consistent with current practice and will be based solely on the addition of
new work unit(s). Any deviation from the above will be discussed at a
Labor-Management meeting.

3. Bank of Release Hours:

A bank of 1,859 hours of paid Association release time shall be created per
M.O.U. year for use by the Association to engage in legitimate Association
business. PLEA will utilize best efforts to provide advanced notice of the use
of these hours to Labor Relations so the affected chain of commands can be
notified. In all instances, PLEA will provide Labor Relations with notice of
hours used. The cost to the City for these release hours, including fringe, has
been charged as part of the total compensation contained in this agreement


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in lieu of wages and benefits. Examples of how these hours are used by the
Association include:

a. For Executive Board members to attend meetings of the Executive Board,
meetings of the general membership, and for preparation for negotiations
pursuant to Chapter 2, Article XVII (Employer-Employee Relations),
Phoenix City Code.

b. For unit members to attend seminars, meetings, training classes and
conferences so that representatives better understand issues such as City
policies and practices, conflict resolution, labor-management partnerships,
and methods of effective representation.

c. For Association representatives to communicate with members,
investigate grievances or prepare for hearings. A PLEA representative
wishing to enter a work area for the purpose of investigating a formal
grievance must first gain the permission of the work area supervisor. This
permission will not be unreasonably withheld, giving proper consideration
to essential work of the department and the occupational safety of the
PLEA representative. When requesting a meeting with the work unit/site
supervisor, the PLEA representative will inform the supervisor of the
purpose of the meeting. PLEA representatives will attempt to schedule an
appointment in advance whenever possible. One additional PLEA
representative may be allowed to attend such meetings for training
purposes.

Approval for use of paid release time hereunder shall be subject to
Departmental operational and scheduling factors. When using such paid
time, Association representatives and members of the Executive Board
shall give at least 24 hours written notice in advance.

In recognition of the mutual benefit to both the City and the Association, a
unit member using Association release time as defined by Articles in this
MOU to conduct Association business shall be accorded all insurance-
related benefits. Approval of claims made for benefits will be determined
on a case by case basis.

Any hours used in excess of the bank must be approved by the Police
Chief, the Labor Relations Administrator, and the PLEA president. The
number of hours used in excess of the bank at the end of the contract
term will be deducted from the bank at the start of the first year of the
following contract. Unused hours will be carried over into the first year of
the next contract.

C. The president may appoint a legislative representative for the Association if the
legislative representative is registered with the Secretary of State as a lobbyist
and if the legislative representative has agreed to work with and assist the city’s



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legislative lobbyist. The legislative representative shall receive 500 hours of
release time per MOU year.

D. A member of the Executive Board of the Association, or a designated PLEA
representative, will, with the approval of the Police Chief or his designee, subject
to 24 hours written notice in advance, be authorized to engage in Association
related activities during City work hours on a non-paid basis. Approval for such
authorization for more than 2 Executive Officers or Board members of the
Association or designated shift representatives is subject to 48 hours written
notice in advance. Approval for use of unpaid time hereunder shall be subject to
Department operational and scheduling factors and administration control as to
usage of such time, but shall not be arbitrarily withheld. There shall be no use of
official paid time for Association related activities under this paragraph.

E. Upon the Association’s filing of a Third Party Data Sharing Agreement with the
Labor Relations Division, during the term of this Memorandum, upon request, the
City shall furnish to the Association bimonthly at no cost a listing of all unit
members, indicating name, mailing address, phone number and assignment. The
City will also provide a monthly list of employees added that month to Unit
4.

F. The City shall deduct monthly from the pay warrants of Association members the
regular periodic Association membership dues and/or special assessments in
accordance with Chapter 2, Article XVII (Employer-Employee Relations), Phoenix
City Code and pursuant to the City’s existing dues deduction authorization form
duly completed and signed by the Association member, and transmit such
deductions to the Association on a monthly basis; except, however, that such
deduction shall be made only when an Association member’s earnings for a pay
period are sufficient after other legally required deductions are made. The City
shall, at the request of the Association, make changes in the amount of the
deduction hereunder during the term of this Memorandum at cost for
implementing such change. The City shall not make dues deductions for unit
members on behalf of any other employee organization as defined in Chapter 2,
Article XVII (Employer-Employee Relations), Phoenix City Code during the term
of this Memorandum. The City assumes no liability on account of any action
taken pursuant to this paragraph.

G. The Association is authorized to use mutually agreed upon non-work areas in
City facilities for pick-up by or distribution to unit members of official Association
literature that is not political in nature, abusive of any person or organization, or
disruptive of the department’s operations, it being understood and agreed,
however, that such activity shall not be done during the on-duty time of any unit
member. The Association may, using its own resources, use the mailboxes at
work locations to communicate with unit members. The association may use
Inter-departmental mail to communicate with unit members on two occasions a
year.




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H. The Association and the Department will jointly present a 4-hour Employee
Wellness course to recruits who are expected to become sworn police officers.
Immediately following, the Association will be allowed 1 hour to talk to and
possibly sign newly sworn police officers into the Association and to explain the
rights and benefits under the MOU. This time will be allotted prior to reporting for
the first patrol training shift at the offices of the Association. The content of such
information shall not be political in nature, abusive of any person or the
Department or disruptive of the Department’s operation. Curriculum will be jointly
approved with the Training Bureau Division Chief.

I. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any
hours or fractions of hours spent outside the unit member’s work shift in pursuit
of benefits provided by this Article. The employer shall count as time worked any
hours or fractions of hours spent within the unit member’s regular work shift in
pursuit of benefits provided by this Article.

J. Any unit representative attending any IRP, DRB, UFB, DAC, or any other review
board will be allowed to adjust their work schedule by an equal amount of time
spent in the meeting. The adjustment will require the approval of the
representative’s supervisor with operational consideration. Approval will not be
unreasonably withheld.

K. In the interest of encouraging continuing education for unit members, the
department will mail to the Association president the AZ POST calendar and all
other job related seminar notices it receives.

L. The Association will have 2 PLEA positions, designated in writing, on continuous
paid stand-by for the mutual benefit of both the City and the Association to
respond to critical incidents as needed. No member will be placed on stand-by if
the member is not available for call-out. If call-out occurs, overtime will be paid in
accordance with Article 3, Section 3.2.

M. Upon written request from the Association, the City will provide specific
information pertinent to a written grievance, arbitration case, or Civil Service
appeal. The City will also provide pertinent collective bargaining information. This
material will be supplied to the Association at no cost.

N. To improve communication and relationships between labor and management,
the Association will be allowed an opportunity to attend one mutually agreed
upon briefing quarterly with each squad to discuss Association business and
issues of mutual concern to labor and management. PLEA will utilize best efforts
to provide advance notice of meeting.

O. The City values and benefits from the participation of Union leaders on citywide
task forces and committees, Police Department task forces and committees,
Labor –Management work groups, and a variety of Health and Safety
committees. These activities take time away from expected tasks such as

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representation and communicating with the membership and may occur outside
the regular work day of the Union officials. The full-time release positions agree
to participate in these important committees and task forces. In recognition of this
commitment, the City agrees to provide a 960 hour bank of compensation for use
by the full-time release positions each MOU year.

P. Unit members who are not Association members at the beginning of the last pay
period in June of each year will receive 3.5 hours of vacation time, in addition to
their normal annual accruals, credited to their vacation leave bank on the second
paycheck in August of that same year. Unit members who are not Association
members at the beginning of the last pay period in December of each year will
receive 3.5 hours of vacation time in addition to their normal annual accruals,
credited to their vacation leave bank on the second paycheck in February of the
following year.

The number of hours distributed to Unit members who are not Association
members will be deducted from the leave banks described in Section 1-3,
beginning with the Section 1-3(C) leave bank, then the Section 1-3(B)(3) leave
bank, and then the Section 1-3(O) leave bank. If there are not enough hours in
the leave banks to refund the hours to Unit members who are not Association
members, the Association will reduce the number of full-time release positions for
the remainder of the six-month period. The value of each reduced full-time
release position will be converted to hours and credited to the Section 1-3(B)(3)
leave bank.

The City will provide Unit members who are not members of the Association “opt
in” forms, to be approved by the Association, allowing them to donate vacation
leave to be deposited into the Section 1-3(B)(3) leave bank. At any time during
the term of this MOU, any Unit member may request this “opt in” form in order to
donate vacation time in the manner above-described.

Q. As the certified unit 4 bargaining unit, the Association will be notified electronically
of Use of Force Boards and Disciplinary Review Boards at the time of scheduling.


Section 1-4: Rights of Unit Members

A. A unit member has the right to have the Association serve as their meet and confer
representative as set forth in Chapter 2, Article XVII (Employer-Employee
Relations), Phoenix City Code.

B. A unit member has the right to be represented by the Association in dealings with
the City concerning grievances and matters pertaining to their individual
employment rights and obligations.

1. If a unit member requests, representation will be allowed when the member is
the subject of an administrative investigation by Professional Standards
Bureau, any Police Department supervisor, or other City employee who is

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conducting an investigatory interview. The City will notify the Association who
will obtain the most readily available unit Association representative, who must
be a bargaining unit member. The unit representative will make every
reasonable attempt to arrive within one hour from the time a phone is made
available to the unit member. Management will make a concerted attempt to
release the association representative giving the consideration of the
departments’ and the associations’ scheduling concerns. The unit Association
representative may make a request for a caucus prior to, during, or after the
interview to bring to the investigator's attention issues which may be violations
of the MOU as set forth in this Memorandum or questions outside the scope of
the N.O.I. Prior to the conclusion of the meeting, the member, or representative
on behalf of the employee, will have the opportunity to make a closing
statement.

The Union representative may assist and consult with the employee, attempt
to clarify the facts or questions asked, and suggest other employees or
witnesses who may have knowledge of the underlying issues. The Union
representative may not turn the meeting into an adversarial proceeding, unduly
disrupt the interview, interfere with the objective of the examination, or
compromise the integrity of the interview. The Union representative may not
interrupt the employee’s response to a question, speak on behalf of the
employee, or prevent the employee from responding to a question. The Union
representative also may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.

During the interview, the interviewer may insist that they are only interested in
hearing the employee’s own account of the matter under investigation at that
time. The interviewer may not prohibit the Union representative from engaging
in meaningful representation, including assisting and consulting with the
employee.

2. The interview session shall be a reasonable period of time, taking into
consideration the gravity and complexity of the misconduct being investigated.

3. Prior to conducting an administrative interview, the City/Department will
consider the necessity of interviewing a Unit Member who is impaired by
alcohol or drugs. If the City/Department deems an immediate administrative
interview is not necessary, it will/may be scheduled at a later time.

4. At the time of the scheduled interview by Professional Standards Bureau, a
Police Department Supervisor, or other City Employee, the investigator will
provide the unit member and / or their representative written notices of
investigation informing the officer of the alleged facts that are the basis
of the investigation and all relevant and readily available materials,
including complaints (except for complaints that are filed with the
employer and that include allegations of unlawful discrimination,
harassment or retaliation or complaints that involve matters under the
jurisdiction of the United States equal employment opportunity


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commission). Material format may include video, audio, reports,
photographs, documents, and other materials in accordance with A.R.S
§ 38-1104(A)(2) in effect during the term of this agreement. Upon the
request of either party, the parties shall meet and confer the impact of
any changes to the provisions of A.R.S § 38-1104(A)(2) during the term of
this agreement. All materials will be made available to the unit member and/or
their representative in the draft investigation prior to the investigative review
process (IRP).

For investigations related to critical incidents such as officer involved
shootings, in-custody deaths, and/or police contract that result in serious
physical injury or death, Body Worn Camera (BWC) video will be made
available to a unit member prior to their administrative (PSB) interview if the
unit member first completes the criminal interview process with criminal
investigators. The parties understand that there are inherent limitations to
BWCs and memory. They also recognize that the inability to review BWC
video can impact reporting accuracy.

During the course of the administrative investigation, the investigator will not
knowingly misrepresent any fact or material issue to the unit member.

Prior to interviewing an involved employee, an Internal Investigation Material
List form documenting what materials, the investigating supervisor or PSB
investigator provided to the involved employee will be completed.

5. A unit member under investigation, and the association, will be notified in
writing every 3 months as to the current status of the investigation. This will
include a brief description of the number of known witnesses still to be
interviewed and other investigative processes remaining to be completed, as
well as an estimated date of completion.

6. When a draft investigation is provided to a Unit member, it will contain an
explanation of the member’s right to review the investigation within the time
period provided in Ops Order 3.19 before signing the investigative review
control form.

7. If changes are made to an investigation after an IRP, the unit member and
representative will be provided with a revised draft of the investigation. The
unit member will have up to 5 business days to review the revised draft, and
may attach a rebuttal, before signing an IRC form.

8. If new information is added, outside what was discussed during the IRP, to the
draft investigation, the member reserves the right to have an additional IRP to
discuss the new information. The additional IRP will only be afforded to
specifically discuss the added information, not to revisit items already
discussed in the initial IRP. The additional IRP will be scheduled and
completed within 7 calendar days, unless mutually agreed upon in writing prior
to the deadline.


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9. As the certified bargaining unit for all unit 4 members, all finalized investigations
will be provided to the Association monthly.

C. A unit member has the right to present their own grievance, in person or by legal
counsel.

D. Unit members are entitled to representation if an overall "Not Met" performance
evaluation is appealed and is at the Executive Level (Assistant Chief or Chief) or
when management has more than one representative at the meeting to discuss
the appeal of the performance evaluation.

E.
1. A unit member covered hereunder shall, on their request and by appointment,
be permitted to examine their departmental or divisional personnel file, in the
presence of an appropriate supervisory official of the Department. The unit
member may be accompanied by another person of their choosing. When a
city directed work fitness/job performance medical evaluation process is
completed, the city agrees to give the city doctor a release to give the
information to the requesting employee.

2. No unit member shall have any adverse comments entered into their
departmental or divisional personnel file without the member being informed by
a supervisor. If the unit member requests, they may receive a copy of the
adverse comment.

3. A unit member may, at their discretion, attach rebuttal statements to any
material contained in their departmental or divisional personnel file which may
be adverse in nature.

4. Discipline older than 5 years from the date of issuance will not be considered
for progressive discipline or promotion/transfer purposes except for the
following types of discipline, which may be considered for the duration of
employment (and upon the employee's return to employment, if applicable):

Final sustained discipline of suspension or higher of the following;

• The employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees;
• The employee has solicited or taken for personal use a fee, gift or favor in
the course of the assigned work or in connection with it, which would lead
toward favoritism or the appearance of favoritism or a conflict of interest;
• The employee has intentionally falsified records or documents made, kept,
or maintained for or on behalf of the City of Phoenix;
• The employee has stolen or is in unauthorized possession of City property
or the property of another employee or citizen;
• The employee is under the influence of alcohol or illegal drugs on the job;



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• The employee has violated City of Phoenix anti-harassment or anti-
discrimination policies;
• The employee committed a violation of the City's Ethics Policy;
• The employee committed an act of dishonesty;
• The employee committed an act meeting the elements of a felony; or
• The employee has committed a Class 3 violation of use of force.

5. A Supervisory Counseling is a documented warning presented to the employee
for signature. The effective date for any applicable appeal will start from the
date that the employee signs the Counseling.

6. Once a unit member has been disciplined, no further disciplinary action may be
imposed for the same specific allegation during the same incident of
misconduct. If a unit member has received a coaching for the same incident, it
may be considered as a mitigating factor in the final determination of discipline.
A unit member may be subjected to additional discipline if further investigation
reveals additional allegations arising from the same incident.

F. A unit member and Association Representative shall have the right to appear
before the departmental Disciplinary Review Board when disciplinary matters are
brought before the Board involving the unit member.

1. The purpose of such appearance is to give the unit member an opportunity to
respond to the assertions made against them.

2. The Department shall notify the unit member 10 calendar days prior to such
opportunity to respond to the Board. The notification shall contain the date,
time, violation(s) and basis of each violation that has been sustained. In
addition, the unit member, if they choose, may meet with their immediate
supervisor along with the second level supervisor or the unit member’s
Bureau/Precinct Commander for the purpose of discussing the basis of each
violation to be reviewed by the DRB. If the immediate supervisor conducted the
investigation, the unit member, if they choose, may meet with the next
supervisor in their chain of command. Such request shall be made in writing to
the unit member’s immediate supervisor. Also, the unit member, if they choose,
may be accompanied by an Association representative at either meeting.

a. At the IRP meeting, the unit member shall be afforded a reasonable
opportunity to review the written investigation. Realizing that in some cases
there may be information that would be detrimental to the department’s
ability to conduct misconduct investigations, that information may be
deleted. However, all other information will be available for review.

3. The unit member under investigation may request a copy of the DRB
information at no cost. The DRB information will be made available to the unit
member or their representative at the same time the unit member is served
with the DRB notice. Any written or electronic material to be presented by the
employee or their representative to the DRB shall also be given to the


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department in a reasonable time. The information will be supplied electronically
if possible; if not, it will be supplied in written form. In addition, the department
will supply any audio/video tapes and computer graphics which have been
produced.

4. The unit member may, at their discretion, appear before the Board with an
Association representative of their choosing and may state the reasons why
the proposed action is unjustified. The unit member and their representative
may passively observe all presentations made to the board and all responses
made to questions by board members. The unit member and non-board
members will be excluded from the room during board deliberations.

5. The unit member may submit relevant written matter in support of their
position.

6. If the unit member requests, representation will be allowed, consistent with
Article 1, Section 1-4(B)(1) of this Memorandum, during Use Of Force Board
(UFB) hearings. A unit Association representative will be allowed to observe all
presentations made to the Board and all responses to questions by Board
members.

a. At least 10 days prior to the convening of the UFB the unit member will be
provided at no cost with a copy of all documentation concerning their
involvement in the matter under investigation that is made available to the
UFB Board members.

b. At the conclusion of the UFB, the Board Chair will verbally advise the unit
member and representative of policies violated that support the
recommendation. The unit member and representative will also be provided
a copy of the UFB recommendation submitted to the Chief within 3 business
days.

c. The Association has the right to meet with the Police Chief, or designee,
within 7 business days of the board’s decision, as scheduled by the Police
Chief’s office, to discuss an “out of policy” recommendation by the UFB
before a final decision is rendered.

7. A unit member will be provided written notice of a Loudermill hearing at least 5
working days before the scheduled hearing along with copies of all supporting
documentation. This is to ensure the member will have a meaningful
opportunity to prepare for the hearing. The unit member may submit written
information for the Chief’s consideration in advance of the hearing. At the
hearing, the unit member may present any information the member deems
relevant, including one character witness to provide a statement. The witness
will not read written statements submitted by others.




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a. The timeline for written notice of a Loudermill hearing resulting from an
arrest for a felony crime under color of authority will be at the discretion of
the Police Chief.

8. In recognition of the mutual benefit to both the city and the unit member,
suspensions MAY BE served under the following time limits, at the unit
member’s option. Unit members may serve suspensions of more than 40
hours on an alternating weekly schedule. The city retains the option to deviate
from this provision for suspensions involving sexual harassment, violence in
the work place, felonies, and drugs/alcohol.

G. A unit member under investigation by Professional Standards Bureau or a Police
Department supervisor for a disciplinary matter that may lead to a written
reprimand, suspension, demotion, or discharge, and who is interviewed or
interrogated, or requested to produce any documentation, shall be given a written
Notice Of Investigation (Form 80-58DB) informing them of the specific nature of
the investigation, their status in the investigation, and all known allegations of
misconduct involved in the interview of the unit member. In addition, the unit
member and/or the Police Department supervisor/Professional Standard Bureau
representative may mechanically record such interview/interrogation. Should any
mechanical recordings take place, the department reserves the right to transcribe
any such interview/interrogation for the purpose of verifying the accuracy of the
interview/interrogation and, if requested, the unit member shall sign the
transcription if it is accurate. In the event that the investigator intends to segment
the interview or the interrogation, the NOI will inform the member of the specific
nature and all known allegations pertaining to the portion or portions of the
investigation being covered by the segmented Notice of Investigation.

1. A copy of the signed and dated Notice of Investigation will be given to the unit
member prior to the beginning of the interview. The unit member shall have the
right to retain the NOI for their use throughout the entire course of the interview.

2. The unit member will be provided a copy of all the interview/interrogation in
digital media format.

3. If any unit member is told not to speak to anyone regarding an investigation,
this admonition does not apply to speaking with an attorney functioning within
the attorney-client relationship. In addition, if an accused unit member is told
not to speak to anyone regarding an investigation, this admonition does not
apply to speaking with an Association representative, who may discuss the
matter only with the grievance chairman/Association president or their
designated representative. Once the investigation is completed, any unit
member may speak with an Association representative regarding the incident.
When the investigation is completed, the accused unit member will be notified
in writing of the findings. A unit member under internal or administrative
investigation may be reassigned (may include reassignment to their home),
until the completion of the investigation.



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4. If during the course of the above mentioned investigation, information is learned
concerning additional misconduct on the part of the unit member being
interviewed, an NOI will be issued to the unit member prior to the unit member
being questioned about the additional misconduct information.

5. Investigations alleging serious misconduct and/or issues of veracity will be
investigated by Professional Standards Bureau (PSB) or other appropriate City
entity.

6. Notification regarding the general nature of a Professional Standards Bureau
(PSB) interview at the time of scheduling will be left at the discretion of the PSB
Commander.

7. If any additional NOI’s are served during the course of a misconduct interview
where a PLEA representative is not present (has not been requested), a break
in the interview of up to 1 hour will be granted (if requested) for the employee
to obtain a PLEA representative.

8. The unit member or the unit member’s representative may make a request to
the Chief, or their designee, in unusual circumstances such as a unit member’s
extended duty or hospitalization, to delay the PSB interview for up to 24 hours
after a critical incident.

9. A unit member will not be terminated for the sole reason of having been served
with an order of protection or injunction against harassment unless that court
order precludes the officer from performing their essential functions, including
but not limited to carrying a firearm; until appeal processes have been
exhausted.

H. It is understood by the parties that the benefits granted by this Article, shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the unit member’s work shift in pursuit of
benefits provided by this Article. The employer shall count as time worked any
hours or fractions of hours spent within the unit member’s regular work shift in
pursuit of benefits provided by this Article.

I. The affected employee attending any IRP, DRB, UFB, DAC, Grievance meeting,
Civil Service Appeal, or any other review board while off duty shall be allowed to
adjust their work schedule by an equal amount of time spent in the meeting. The
adjustment will require the approval of the unit member’s supervisor, with
operational considerations. Approval will not be unreasonably withheld.

J. After a separation notice has been signed by the appropriate authorities, and if the
unit member is given the opportunity to resign, the unit member will have 3 hours
to consult with an Association representative.




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K. A unit member who receives a written reprimand will be provided a copy of the
official documentation, if any, supporting the written reprimand at the time the unit
member receives the reprimand.

L. If the Driving Analysis Committee sends a case to the DRB for review, the unit
member will receive a copy of the facts supporting the DAC position upon request.
Prior to the DAC review, unless the unit member declines, an IRP will be completed
with the unit member’s commander.

M. In accordance with the terms outlined in Section 1-4.E.4, a unit member
seeking an "at request" transfer will only have discipline of a relevant nature
considered in the determination of the transfer using the following prescribed time
frames. The class will be determined by the finalized PSB investigation.

Written Reprimands: 12 months from date of NOI
Class I Discipline: 12 months from date of NOI
Class II Discipline: 18 months from date of NOI
Class III Discipline: 24 months from date of NOI

N. If an employee is not given their performance evaluation by the annual review date,
the employee may request the merit increase in writing by sending a memorandum
directly to the Human Resources Officer in the Fiscal Management Bureau. If the
performance evaluation is an overall “met,” the request will be processed within 21
calendar days of submittal and will be retroactive to the performance evaluation
annual review date.

O. Unit members will not be excluded from applying and/or competing in a transfer
process based solely on a pending investigation. The investigation is no longer
considered “pending” once the NOF has been served to the member. However,
the transfer process will not be delayed pending the conclusion of the related
investigation. If a unit member is passed over for transfer based on the pending
investigation, he/she may be eligible for the next available opening depending
upon the outcome of the investigation.

P. An association member, or the association at the request of the member, may
request the opportunity to discuss a good-of-the-department transfer decision with
the member's Division Commander. The Division Commander will make
him/herself available, but the transfer action will not be delayed based on this
provision. This provision does not apply to transfers made to adjust staffing levels,
reduce staff in a specific area or other similar operational need.

Q. A unit member or their representative may request the opportunity to discuss and
review a transfer that is the subject of a grievance with the Chief or their designee.
The Chief or their designee shall make themselves available to discuss, but the
transfer action will not be delayed based on this provision. The transfer action
could be delayed or reversed at the discretion of the Chief or their designee. (This
paragraph does not apply to at-request transfers or transfers based on a selection
process).


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R. If the City overpays a unit member for any reason, the money will be recovered at
the same rate at which it was paid unless total amount is less than $250.00, at
which the entire amount may be recovered in one lump sum.

S. Progressive Discipline time periods will be based on date of the NOI.


Section 1-5: Prohibition of Strike and Lockouts

A. The Association and the unit members covered by this Memorandum recognize
and agree that rendering of police services to the community cannot under any
circumstances or conditions be withheld, interrupted, or discontinued, and to do so
would endanger the health, safety and welfare of the citizens of the City of Phoenix.

B. The Association pledges to maintain unimpaired municipal services as directed by
the City. Neither the Association, nor any unit member, for any reason, will
authorize, institute, aid, condone or engage in a slowdown, work stoppage, strike,
or any other interference with the work and statutory functions and obligations of
the City or the Department. During the term of this Memorandum neither the City
nor its agents for any reason shall authorize, institute, aid or promote any lockout
of unit members covered by this Memorandum.

C. Should any unit member during the term of this Memorandum, and until such time
that it is expressly and legally rescinded, breach the obligations of Section 1-5B,
the City Manager or his designee shall immediately notify the Association that a
prohibited action is in progress.

D. The Association shall forthwith, through its executive officers and other authorized
representatives, disavow said strike or other prohibited action, and shall notify in
writing all Association members and representatives of their obligation and
responsibility for maintaining compliance with this Article, including their
responsibility to remain at work during any interruption which may be caused or
initiated by others. Copies of such notification shall be delivered to the office of the
City Manager. In addition, the Association shall order all unit members violating
this Article to immediately return to work and cease the strike or other prohibited
activity. Such order shall be delivered both orally and in writing to all unit members
violating this Article with copies of the written order to be delivered to the office of
the City Manager.

E. Penalties or sanctions the City may assess against a unit member who violates
this Section shall include, but not be limited to:

1. Discipline up to and including discharge.

2. Loss of all compensation and benefits, including seniority, during the period of
such prohibited activity.



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F. Should the Association during the term of this Memorandum and until such time
that it is expressly and legally rescinded, breach its obligations under this Section,
it is agreed that all penalties set forth in Chapter 2, Article XVII (Employer-
Employee Relations), Phoenix City Code, shall be imposed on the Association, in
addition to any other legal and administrative remedies available to the City that in
its discretion it may elect to pursue.

G. Nothing contained herein shall preclude the City from obtaining judicial restraint or
from seeking damages from the Association, in the event of a violation of this
Section.



ARTICLE 2: Grievance/Arbitration/Labor Management

Section 2-1: Grievance Procedure

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee's regular work shift in pursuit of benefits provided by this
Article.

A. Informal Resolution

1. As a matter of good labor-management relations, unit members who believe
that they have a bona fide grievance will discuss and attempt to resolve it with
the appropriate lowest level of supervision.

2. If the above informal discussion is held and does not resolve the grievance, the
unit member may file a formal grievance in accordance with the following
procedure.

B. Definition of Grievance

1. A grievance is a written allegation by a unit member, submitted as herein
specified, claiming violation(s) regarding the specific express terms of this
Memorandum for which there is no other specific and formal method of review.
However, disputes specifically excluded in other Articles of this Agreement from
the Grievance and Arbitration procedure shall not be construed as within the
definition set forth above and shall not be handled in accordance with this
procedure. It is agreed that such excluded disputes are not grievable or
arbitrable under the terms of this Article or under this contract.


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2. The City continues to retain the format used for grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall
be null and void, and will not be processed in accordance with this procedure.

4. The City is not under any obligation to accept grievances where the City
Manager has previously decided on the same fact pattern.

C. Procedure

All grievances covered by this Article shall be handled exclusively in the following
manner:

A grievance must be reduced to writing, citing the specific Article and Section of
this Memorandum alleged to have been violated.

1. Step 1

The unit member shall reduce the grievance to writing by signing and
completing the grievance form provided by the City and submit it to the
Commander/Administrator, or designee, within 14 calendar days of the initial
commencement of the occurrence being grieved.

The Commander/Administrator, or designee, may investigate, further consider,
and discuss the grievance with the grievant and the grievant's representative,
if any, as deemed appropriate, and shall, within 14 calendar days of having
received the written grievance, submit a response thereto in writing to the
grievant. The parties by written mutual agreement may move the grievance to
Step 2 of the grievance procedure.

2. Step 2

If the written response of the Step 1 does not result in a resolution of the
grievance, the grievant may appeal the grievance by signing and completing
the City form and presenting it to the division head, or designee within 14
calendar days of the grievant's receipt of the Step 1 response.

The division head, or designee, may further consider and discuss the grievance
with the grievant and the grievant's representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. The parties by
written agreement may move the grievance to Step 3 of the grievance
procedure.

3. Step 2.5



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After the Step 2 response, but prior to review by the Grievance Committee, the
parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
submitted to Labor Relations within 14 calendar days of receipt of the Step 2
response. Labor Relations shall, within 14 calendar days of the receipt of the
grievance, meet with the department head, or designee, and the grievant and
the grievant's representative, if any, in an attempt to resolve the grievance.
Labor Relations shall then submit a written response to all parties within 14
calendar days of the meeting.

4. Step 3

a. If the written response of the Step 2 (or 2.5 if applicable) does not result in
a resolution of the grievance, the grievant may, within 14 calendar days of
the Step 2 response, appeal the grievance by signing and completing the
City form and presenting it to Labor Relations. A Grievance Committee
hearing will be scheduled at which the grievant shall be afforded the
opportunity to fully present his position and to be represented.

The Grievance Committee shall be composed of:

Chairman – A member of the City Manager’s Office designated by the
City Manager.
Member – A City department head on a rotating schedule.
Member – The President of another union, other than the Grievant’s,
representing employees with the City of Phoenix.

The Grievance Committee shall submit findings and advisory
recommendation(s) to the City Manager. The City Manager shall make the
final determination of the grievance and submit it in writing to the grievant
and his designated representative.

b. If the grievant so elects in writing within the above time limit, in lieu of such
hearing the grievance may be reviewed by an arbitrator. The parties, or
their designated representatives, shall agree on an arbitrator, and if they
are unable to agree on an arbitrator within a reasonable time, either party
may request the Federal Mediation and Conciliation Service to submit to
them a list of 7 arbitrators who have had experience in the public sector.
The parties shall, within 7 calendar days of the receipt of said list, select the
arbitrator by alternately striking names from said list until one name
remains. Such person shall then become the arbitrator. The arbitrator so
selected shall hold a hearing as expeditiously as possible at a time and
place convenient to the parties, and shall be bound by the following:




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i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering
any issue properly before him/her.

ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other
issue not so submitted to him/her.

iii. The arbitrator shall be bound by applicable State and City law.

iv. The cost of the arbitrator and any other mutually incurred costs shall be
borne equally by the parties.

The arbitrator shall submit findings and advisory recommendations to the
City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the grievant and his designated
representative.


D. Time Limits

Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and
failure of the grievant to comply with said time limits shall constitute abandonment
of the grievance; except however, that the parties may extend time limits by mutual
written agreement in advance of the deadline.

E. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City
of the rights accorded to the Union by the specific terms of Article 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.

F. Group Grievance

When more than one unit member claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially
the same time and out of the same circumstances, a single group grievance may
be filed in the name of all such members. Such group grievances shall be filed at
the Step of this Procedure which provides the lowest level of common supervision
having authority over all named Grievants. Each unit member that is a party
Grievant must be named in such group grievance.

G. Employer Grievances




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Should they occur as a result of official Union activities or actions, including the
failure to act as required under the terms of this Memorandum, employer
grievances will be presented directly to the Union president or any officer of the
Union within 14 days of the occurrence prompting the grievance. The president,
or designee, shall in each case provide a written answer within 14 days from
receipt of the grievance. Unresolved employer grievances may be submitted to
arbitration pursuant to Step 3 so long as the City pays the cost of the arbitrator.


Section 2-2: Labor-Management Committee

A. There shall be a Labor-Management Committee consisting of up to 6
representatives of the Association and up to 6 representatives of the Department
and City. The purpose of the Committee is to facilitate improved Labor-
Management relationships by providing an informal forum for the free exchange of
views and discussions of mutual concerns and problems as distinguished from
meeting and conferring.

B. The Committee shall meet as needed by union request, quarterly at mutually
scheduled times. Parties may mutually agree to meet more frequently.

C. The City’s Labor Relations Administrator or his designee shall be the Chairman.
The members shall, in advance of a meeting, provide the meeting’s Chairman with
proposed agenda items, and the Chairman shall provide the members with the
meeting agenda in advance of the meeting.

D. Representatives of the Association on the Committee who are unit members shall
not lose pay or benefits for meetings mutually scheduled during their duty time up
to a maximum of 3 hours per unit member per meeting.

E. It is understood by the parties that the benefits granted by this Section shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the unit member’s work shift in pursuit of
benefits provided by this Section. The employer shall count as time worked any
hours or fractions of hours spent within the unit member’s regular work shift in
pursuit of benefits provided by this Article.

F. For a unit member whose regular shift is other than Shift 1, there will be flexibility
in changing his normal work hours for the purposes of attending official Labor-
Management meetings called by or with the concurrence of City management or
the Police Chief or designee.


Section 2-3: Resolving General Complaints

In the spirit of continually developing good labor-management relations all parties
are encouraged to address general complaints at the lowest level of



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management in attempt to seek resolution before escalating issues up the chain
of command.



ARTICLE 3: Compensation/Wages

Section 3-1: Wages

A. The economic value of ongoing total compensation increases will equal 4.5%.
This will be paid as follow:

1. A 2.16% base wage increase effective the first full pay period in July 2023.
2. An increase for night shift differential pay effective the first full pay period
in July 2023 (See Section 3-11).
3. An increase for weekend shift differential pay effective the first full pay
period in July 2023 (See Section 3-11).
4. Increases for stand-by pay effective the first full pay period in July 2023
(See Section 3-12).
5. Qualified/Certified Drug Recognition Expert Pay effective the first full pay
period in July 2023 (See Section 3-18).
6. Qualified/Certified Phlebotomists Pay effective the first full pay period in
July 2023 (See Section 3-19).

B. Additionally, Unit 4 employees will receive a non-continuous payment equal
to the economic value of 5.0% of their base wage to be paid out on the first
full pay period in August of 2023.

C. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Pilot in Command, shall be placed at step one
of Police Officer*Pilot, Job Code 62211, in the pay schedule outlined in Attachment
C.

D. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Rescue Qualified Pilot or PC12 Qualified Pilot,
shall be placed at step one for Police Officer*Rescue Pilot, Job Code 62212, in the
pay schedule outlined in Attachment C.

E. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Unit Certified Flight Instructor, shall be placed
at step one of Police Officer*Flight Instr, Job Code 62213, in the pay schedule
outlined in Attachment C.

F. A unit member assigned to the Air Support Unit, and who has achieved and
maintained the qualification level of Chief Pilot, shall be placed at step one of Police
Officer*Chief Pilot, Job Code 62214, in the pay schedule outlined in Attachment C.


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G. Unit members assigned to one of the four described Air Support assignments may
only qualify for and receive pay for one pay step at a time. Example: A unit member
qualified as a Unit Certified Flight Instructor and receiving pay at pay step one of
Job Code 62213 shall not receive the premium pay for any other pay step the unit
member may also qualify for.

H. Unit members designated as Team Leaders on SAU squads will receive an
additional 5% base hourly rate of pay while assigned to this position.

I. It is understood that for implementation purposes, the practice of rounding of
fractional cents shall be done in accordance with accepted mathematical and
accounting principles.

J. When a conflict arises between the Pay Schedule attached hereto as Appendices
and the Pay Ordinance due to mathematical, typographical, or printing error, the
Pay Ordinance shall be the controlling authority.

K. It is the intent of the parties to permanently move the effective date of any wage
increase to the start of the first pay period in July.


Section 3-2: Productivity Enhancement Pay

In recognition of dedicated public service and overall performance, the City agrees to
implement the following Productivity Enhancement Pay formula for unit members:

A. Pay Benefit:

1. In December 2023, and June 2024, a unit employee who has completed at
least 7 years of continuous full-time service and who meets the additional
qualifications specified in this Article shall receive $80, pro-rated and included
each pay period in the qualifying unit member’s regular pay check, for each full
year of continuous full-time service in excess of 6 years, up to a semi-annual
maximum of $1,040, annual maximum of $2,080 at 20 years.

2. In December 2023, and June 2024, a unit employee at 20 years and one day
of continuous full-time service shall receive $125, pro-rated and included each
pay period in the qualifying unit member’s regular pay check, for each full year
of continuous service in excess of 6 years, up to a semi-annual maximum of
$2,000, annual maximum of $4,000 at 22 years or more.

B. Qualifications:

1. A unit member must have completed at least 1 year of continuous full-time
service at the top step in his classification. Employees in step 8 as of July 8,
2002 will receive Productivity Enhancement Pay when they reach one year at
step 8 and maintain their Productivity Enhancement Pay eligibility when they



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move to step 9. Employees in step 7 or below as of July 8, 2002 will be required
to complete one year at step 9 to be eligible for Productivity Enhancement Pay.

2. Effective July 1, 1999, a unit member must have completed 7 years of
continuous full-time service. A unit member who has continuous, full time City
service in another classification(s) may apply that time to the 7 year
requirement.

3. A unit member must have achieved the overall performance rating of meets
standards or better on his latest scheduled performance evaluation on file in
the Human Resources Department.

4. A unit member who receives a less than meets standards rating may appeal
that rating by memo through his chain of command to the Police Chief. A unit
member’s eligibility shall be reinstated once the unit member receives a
scheduled or unscheduled performance rating that meets standards.

5. A unit member must be on full-time active status. A unit member on industrial
leave shall qualify for this payment for only the first year of the industrial leave.
However, the entire period of industrial leave shall qualify as continuous service
when the unit member returns to active employment.

C. Terms of Payment:

1. The City will make adjustments to an employee’s Productivity Enhancement
payment within 30 days of the qualifying date.


Section 3-3: Training Pay

A. Master Field Training Officers (FTOs) whom the department selects to conduct
department-approved officer field training; will receive an additional 5% of their
base hourly rate of pay for every day they are assigned to an officially authorized
field training position.

B. Field Training Officers who train in place or unit member assigned to train an O.I.T.
in traffic/DUI enforcement will receive 5% base hourly rate of pay for every day the
unit member actually trains.

C. Unit members assigned to the Canine Unit, who have achieved and maintain the
qualifications for the position of Canine Unit Trainer, will receive an additional 5%
of their base hourly rate of pay for every day they are assigned to an officially
authorized Canine Unit Trainer Position. The following is a list of requirements to
receive payment as a Canine Unit Trainer:

1. The unit member must be, or be designated by the Department to become,
certified by an outside association to train police service dogs. The certifications
include patrol, narcotics detection and/or explosive detection.


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2. Training being provided must include basic level training for canines and
handlers assigned to the unit. This section is not meant to include a canine
handler training only his or her assigned canine; it is meant for those who
provide basic and in service training to other canine teams in the unit.

3. An officially authorized Canine Unit Trainer Position must include responsibility
for proper written evaluation of each canine and handler being trained.

D. Detectives whom the department selects to conduct department-approved new
Detective training; will receive an additional 5% of their base rate of pay for every
day the Detective is training.


Section 3-4: Compensation for Interpreting and Translation by Sworn Police
Officers

A. Purpose

1. This regulation is written to provide guidelines for adjusting the compensation
of sworn police officers who are authorized and required by a sworn police
supervisor to utilize a language other than English, including sign language, to
conduct an official Police Department function or activity.

2. This compensation shall be for police-related functions or activities in which the
unit member is called upon to interpret in addition to their normal assigned
duties.

B. Payment Authorization

Compensation provided for by this regulation shall be given only when approved
by a sworn police supervisor prior to the actual interpretation or translation.

C. Performance Activities Approved for Special Compensation

1. Verbal interpretation, in excess of 7 consecutive minutes per occurrence, while
conducting any assigned formal police function or activity.

2. Written translation, in excess of 7 consecutive minutes per occurrence, while
conducting any assigned formal police function or activity.

3. Signing interpretation and translation, in excess of 7 consecutive minutes per
occurrence, while conducting any assigned formal police function or activity.

D. Compensation

A unit member who meets linguistic skills qualifications, as determined by a
management review panel, or in the case of sign language determined by


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presenting certification recognized by the Arizona Commission for the Deaf and
Hard of Hearing (ACDHH), shall be paid a premium of $10.00 per hour calculated
to the nearest 1/4 hour, in addition to his base hourly rate, for each hour he is
engaged in assigned and authorized interpretation, translation, or signing
activities.

Consistent with Section 5-10, 3 of this Memorandum and A.R. 2.51, employees
are eligible to use the seminar and professional membership portion of their
reimbursement benefit for the ACDHH certification.

E. Supervisory Authorization

Authorization must be provided by a sworn police supervisor in each case. Written
notification which includes a listing of the specific time periods for which the
premium payment is sought along with signatures of the unit member and the
appropriate supervisor should be forwarded to the Police Department’s Fiscal
Management Bureau before the end of the pay period in which the additional duty
occurred.


Section 3-5: Overtime

A. Overtime is defined as time assigned and worked beyond the regularly scheduled
40 hour work week or 8 hour work shift, or 10 hour work shift if a 4 day work week
is implemented. Duly authorized paid leave shall be considered as time worked for
purposes of the regularly scheduled work week. This provision shall not apply to
unpaid leave.

B. Overtime shall be worked and shall be allowed if assigned by the Police Chief or
his designees.

C. Overtime work will be compensated in either cash or compensation time at 1-1/2
times the regular rate of pay after the first 7 minutes assigned and worked beyond
the end of the unit member’s regularly scheduled shift, calculated to the nearest
1/4 hour.

D. A unit member may, subject to approval of his non-unit supervisor based on
considerations of departmental scheduling and operations factors, request to use
overtime as compensatory time subject to the limitation of 300 hours on the
accumulation of compensatory time. Use of compensatory time shall be subject to
advance approval of the non-unit supervisor. If a unit member submits overtime
requests that are in excess of 300 hours, he will be paid the difference.

E. Unit members may contribute accrued compensatory time to other employees in
accordance with City policy governing contributions of leave for serious illness of
an employee or their immediate family member.




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F. A unit member may be paid for accumulated compensatory time by submitting a
memorandum to the Fiscal Bureau requesting payment for any portion of the
compensatory time. This may be done at any time upon the unit member’s request,
and such payment will be made in the pay period following receipt of the
memorandum by the Fiscal Bureau.

G. At the direction of the immediate supervisor in each case, a unit member shall be
entitled to overtime in accordance with Article 3, Section 3-6 hereof, while he is
being evaluated by the authorized and designated City physician for return to work
at times he is not scheduled to be on duty nor is on paid leave or disability benefit
status, based on actual check-in and check-out time recorded by Health Center
staff. This time shall not qualify for the guaranteed minimum overtime provision
contained in Section 3-8, but shall be compensated at a minimum of 1 hour at 1-
1/2. No unit member shall be compensated for other than the supervisor directed
evaluation(s) by the City physician for return to work.

H. After 4 consecutive hours of overtime, a unit member shall be entitled to a paid
meal break of 1/2 hour, but in no event shall a unit member be entitled to more
than one such meal break for every 8 consecutive hours of overtime.

For a unit member participating in the 4/10 schedule, this provision shall mean that
before a unit member is entitled to a second 1/2 hour paid meal break, he shall
have worked on an overtime basis for a minimum of 4 hours beyond the end of his
regularly scheduled 10 hour work shift.

I. If work demands preclude a unit member from taking a meal period, the unit
member will be paid an additional 30 minutes at the straight time rate. This benefit
shall apply only if the interruption occurs during the first 30 minutes of the meal
period.

J. When a unit member is off duty and is contacted by telephone by his supervisor
because of the unit member’s official duties, for purposes other than call-out, or a
supervisor approves of the making or receiving of the call, the unit member will be
paid a minimum of 15 minutes at time and one-half his regular rate of pay when
any combination of calls equals 7 minutes or more. If the call extends past this
minimum, the overtime will be calculated to the nearest 1/4 hour. He will not receive
overtime for additional duty-related calls received during this compensation period.

K. A unit member on industrial leave and assigned to his home will be considered to
have the same duty hours and N-days, up to a 7 calendar day period, as the squad
he was on when the injury/illness occurred. After the 7 days, he may be reassigned
to new duty hours and/or N-days.

L. A unit member who scheduled a leave day 30 calendar days in advance through
his immediate non-unit supervisor in accordance with departmental policy and who
subsequently is placed on court stand-by, or is required to appear in court will, by
his choice, receive overtime pay in accordance with this Section and Section 3-7
and/or Section 3-8, in addition to the leave day.


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M. A unit member who scheduled a leave day but failed to do so within 30 calendar
days in advance, and who is placed on stand-by or called to court, will receive
overtime pay in accordance with this Article and Section 3-7. However, the number
of leave hours taken will be reduced by the number of overtime hours paid. Court
stand-by hours do not apply to this provision.


Section 3-6: Court Time Overtime

A. When court time constitutes overtime, a unit member shall be entitled to overtime
compensation/minimum call-out pay consistent with Section 3-8 of this
Memorandum.

1. Court time overtime shall be continuous time compensated consistent with
Section 3-6, subsection C.

2. No cost parking will be provided for unit members who are called to testify or
appear at any City of Phoenix Municipal Court facility for any official police
department business, whether on or off-duty.

3. If performed virtual, the unit employee must report to a Phoenix Police facility
to be eligible for Court Time Overtime. If performed at a location of the unit
employee’s discretion, other than a work location, the unit member will be paid
a minimum of 15 minutes at time and one-half his regular rate of pay when any
combination of calls equals 7 minutes or more. If the call extends past this
minimum, the overtime will be calculated to the nearest 1/4 hour. The unit
employee will not receive overtime for additional duty-related calls received
during this compensation period.

B. For purposes of this Article the term Court shall be defined as including Federal
District Court; Superior Court, State of Arizona; City Court, City of Phoenix, State
of Arizona; Municipal Courts in Maricopa County; Justice Court; Federal, State,
County Grand Juries; Motor Vehicle Department hearings, and Prosecutorial and
Defense interviews. It is understood that this Article shall not apply to
administrative hearings including but not limited to arbitration hearings pursuant to
the MOU, Civil Service Board hearings, PERB hearings, and hearings pursuant to
the A.R. 2.61 grievance procedure.

C. After a unit member verifies his need to appear in court to testify concerning the
performance of his official duties at a time other than his regularly scheduled tour
of duty, and he is notified less than 12 hours in advance of the scheduled
appearance time that he need not appear, the unit member will receive 2 hours of
pay at 1-1/2 times his base hourly rate of pay.




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Section 3-7: Call-Out Pay

A. A unit member called back because of his own negligence, whether in the proper
care and use of City equipment, or for his failure to complete official reports prior
to securing for the day, shall be paid for such call- back consistent with Section 3-
6, subsection C, provided, however, the unit member shall not be eligible for the 3
hour guaranteed minimum pursuant to this Article. If a claim of negligence is
disputed, it may become subject to the grievance procedure herein.

B. Anytime that a unit member is called back after leaving City facilities at a time other
than his regularly assigned shift, the unit member will receive a minimum of 3 hours
pay at time and one-half the unit member’s base pay calculated to the nearest 1/4
hour, except that a unit member shall not be eligible for additional compensation
during that three hour period.

Compensation to a unit member who is called out at times other than his regularly
scheduled shift will begin at the time the unit member is notified. The compensation
will continue up to 30 minutes beyond the completion of the duties for which the
unit member was called out, or until the member returns to his residence,
whichever is first. Where applicable, the travel time shall be paid only if the total
work and allowed travel time exceed the minimum call out guarantee. Travel time
shall not apply when a unit member is working overtime planned in advance.

C. A unit member beginning an overtime period within 3 hours or less prior to the
regularly scheduled duty reporting time, will be compensated from the time the
overtime period begins to the time he is scheduled to report for duty except that a
unit member shall not be eligible for additional compensation during that period.

D. Holdover time, i.e., being held over on shift (no break in duty exceeding 15
minutes) will be compensated for actual time spent in accordance with Section 3-
6, subsection C.


Section 3-8: Out-of-Rank Pay

A. A unit member who is temporarily required to serve in a regular authorized position
in a supervisory classification, (e.g., sergeant), shall be compensated at the higher
rate of pay in accordance with the following:

B. To be eligible for the additional compensation, the unit member must first
accumulate 10 regular working shifts of assignment in the higher rank within any
12 month period; satisfactory performance during a previous appointment to the
higher rank will be credited to the qualifying period. The days of out-of-rank
assignment need not necessarily be consecutive. Once this qualification is
satisfied, no additional re-qualification will be required. All shifts worked beyond
the 10th shift in the supervisory classification will be subject to the higher rate of
pay.



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C. Temporary assignments out-of-rank shall be recorded only in full shift units. A unit
member working out-of-rank for less than 1 full shift will not be credited with
working out-of-rank service time.

D. To qualify for out-of-rank pay, a unit member must be assuming substantially the
full range of duties and responsibilities of the higher level position. Out-of-rank pay
is not authorized, for example, if the organization of a work unit is such that each
unit member carries on his normal duties during the temporary absence of a
supervisor, without a need for the direction which the supervisor would provide on
a longer term basis.

E. Time worked in a higher rank shall not earn credits toward the completion of
probationary requirements in the higher rank.

F. A unit member who has qualified under these provisions shall be compensated at
the minimum rate established for the higher rank for all shifts worked beyond the
10th shift served in the higher rank. In the event of overlapping salary ranges, a
one-step differential shall be paid for out-of-rank assignments. The higher rate of
pay shall be used in computing overtime when authorized overtime is served in
out-of-rank work assignments; the overtime rate shall be the rate established by
the overtime regulations that apply to the higher rank.


Section 3-9: Sick Leave Conversion at Retirement

Effective at the beginning of the first pay period in July, 1992, the following benefits shall
apply:

A. Definitions:

1. Qualifying hours - the minimum number of accrued and unused sick leave
credits existing on the last day of service prior to retirement, which are
necessary before a unit member can participate in the benefit program.

2. Base number of hours or base hours - the number of hours of accrued and
unused sick leave credits which are uncompensated under this Article and
above which the City will compensate the unit member.

3. Base hourly wage - the base hourly rate of pay being paid at the time of
retirement to the retiring unit member who qualifies for participation in this
benefit program.

B. Benefit and Eligibility:

1. A member that has between 1 – 899 hours of sick leave remaining in their
sick leave bank at the time of retirement, shall be eligible for payment of
100% their base wage for 50% of their hours accrued.



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2. A member who has accumulated a minimum of 900 – 1,285 hours of
unused sick leave at the time of retirement, shall be eligible for payment
of 100% their base hourly rate for 65% of their remaining sick hours.

3. A member who has accumulated a minimum of 1,286 – 1,713 hours of
unused sick leave at the time of retirement, shall be eligible for payment
of 100% their base wage for 80% of their remaining sick hours.

4. A member who has accumulated a minimum of 1,714 hours of unused
sick leave at the time of retirement, shall be eligible for payment of 100%
their base wage for 100% of their remaining sick hours.

5. A unit member who has accrued 1,286 hours or more of unused sick leave may
elect to have 150 hours of sick leave paid out at the member’s hourly rate in
one lump sum. A unit member may only elect to exercise this benefit 3 times in
their career, and not more than 1 time in a fiscal year. Eligible employees may
elect to buy back their hours between July 1 and the last pay period in January
each fiscal year.

6. The payments described in numbers 1 through 5 above are not considered
Final Average Salary for purposes of pension calculations.

C. Administration:

1. At the time of retirement, the City’s Employee Benefits Division, or such other
individual or agency as the City may designate, shall determine the unit
member’s eligibility and the amount of unused sick leave to be compensated.

2. The unit member shall verify in writing the computations of the Employee
Benefits Division.

3. In the event a unit member’s eligibility for participation or the amount of
compensation is disputed, then the dispute shall be submitted to the City
Auditor for binding resolution.


Section 3-10: Sick Leave Payout

All accumulated sick leave hours on the city's official file at the time of the member's death
will be paid. Payment will be based upon the member's base hourly rate at the time of
death.


Section 3-11: Night Shift Differential/Weekend Shift Differential

A. A unit member shall receive $2.00 per hour in addition to his base hourly rate of
pay when working a night shift or any portions of a night shift which ends at or after
10:00 PM.


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B. A unit member shall receive night shift pay differential only for hours scheduled
and worked, and not while on paid leave time.

C. A unit member who is called out and works between the hours of 10:00 PM and
6:00 AM will be paid night shift differential for all hours worked at the rate specified
in this Article. If a unit member was called out while on a stand-by status, he will
not receive night shift differential.

D. A unit member shall receive $1.00 per hour in addition to his base hourly rate of
pay and any other shift differential or any other premium pay he may be receiving
for working a weekend shift. A designated weekend shift is defined as any shift
that starts on or after 2:00 PM on Friday, and continuing through any shift that
starts on or before, but not after 11:59 PM on Sunday.

1. A unit member shall receive weekend shift pay differential only for hours
scheduled and worked, and not while on paid leave.

2. A unit member who is called out and works between 2:00 PM on Friday and
11:59 PM on Sunday will be paid weekend shift differential for all hours worked
at the rate specified in this Article. If a unit member was called out while on
stand-by status, he will not receive weekend shift differential.


Section 3-12: Stand-By Pay

A. When a unit member is required and assigned to be available for immediate
emergency call-out at times that they are not otherwise on duty and the unit
member complies with departmental regulations incident thereto, the unit
member shall be compensated as follows: $100.00 on the unit member’s non-
work day and $80.00 on a workday.

B. When management determines it is necessary to provide call-out service, stand-
by assignments will be maintained by any detail in the department.


Section 3-13: Court Time Standby Pay

A. When a unit member receives a subpoena or other notice requiring him to stand-
by to appear in court to testify concerning the performance of his official duties at
a time other than his regularly scheduled tour of duty, and he was not notified 12
hours or more in advance of the court appearance that he need not stand-by, he
shall be entitled to a minimum of 2 hours of pay at 1-1/2 times his base hourly rate
of pay for court dockets scheduled before 1200 hours, and an additional minimum
of 2 hours of pay at 1-1/2 times his base hourly rate of pay for court dockets
scheduled after 1200 hours, for each day the subject court proceeding is in session
and the Unit member is subject to call, providing the provisions of subsection B
hereof are satisfied. If a unit member is required to remain on stand-by after 1200


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hours, the unit member shall receive an additional 1 hour of pay at 1-1/2 times his
base hourly rate of pay.

If call-out occurs before the expiration of stand-by pay, then stand-by status shall
continue until the occurrence of either (a) the expiration of stand-by pay; or (b)
arrival at the duty location or participation in virtual appearance begin. Call-out pay
and stand-by pay shall not be permitted to overlap resulting in the compounding of
compensation.

B. If a unit member fails to exercise his responsibility to contact the appropriate
representative of the court or a party 16 hours or less before the time indicated on
the subpoena to determine the continued need for him to stand-by, he is not eligible
for any stand-by pay.

C. For the purpose of this Memorandum, subpoena refers to a subpoena duly issued
by a court or the Arizona Motor Vehicle Department.

D. For purposes of this Article the term Court shall be defined as including Federal
District Court; Superior Court, State of Arizona; City Court, City of Phoenix, State
of Arizona; Municipal Courts in Maricopa County; Justice Court; Federal, State,
County Grand Juries; Motor Vehicle Department hearings; Mental Health Court;
and Prosecutorial and Defense interviews. It is understood that this Article shall
not apply to administrative hearings including but not limited to arbitration hearings
pursuant to the MOU, Civil Service Board hearings, PERB hearings, and hearings
pursuant to the A.R. 2.61 grievance procedure.


Section 3-14: Off-Duty Employment

A. The Department agrees to maintain a list of unit members who are interested in
off-duty work for use in making job referrals, provided the unit member has
received prior approval to engage in off-duty employment from the immediate
supervisor.

B. Off-duty employment shall be governed by the rules and regulations of the Phoenix
Police Department. Should the Department contemplate any changes in these
rules and regulations during the term of this Memorandum, it shall meet and
consult with the Association on such changes in the Labor-Management
Committee prior to implementation.

C. The Police Chief agrees to eliminate the limitation of the number of off-duty work
hours permitted. However, the Department reserves the right to take appropriate
action in the event that a unit member’s wellness, welfare, or performance is
adversely affected.

D. A unit member who works off duty in a police function for a City-sponsored event
or project, and is paid through City payroll, will be compensated at time and one-
half his regular rate of pay for all time worked.


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Section 3-15: Jury Duty

When a unit member is called upon to serve as a juror in any court action, he will be
allowed leave from his duties without loss of pay for the time required for his service.


Section 3-16: Deferred Compensation and Defined Contribution Plans

A. The City’s contribution to DCP will continue at 2.56%.

B. At the employee’s separation, for either retirement or exiting the Deferred
Retirement Options Program, the employee’s sick leave payout amounts will be
automatically contributed into the City’s 401(a) plan. Any excess amount over the
Internal Revenue Code 401(a) plan contribution maximum limits will be
automatically contributed into the City’s 457(b) plan. Any portion of the excess
amount that cannot be contributed to the 457(b) plan because of Internal Revenue
Code 457(b) plan contribution maximum limits will be paid as taxable income. The
401(a) Plan document as approved by the Deferred Compensation Board will be
the governing document.

C. After the City receives official Internal Revenue Service approval and a private
letter ruling regarding the City’s 401(a) plan, the parties agree to schedule a
meeting to discuss a possible change in the distribution of the current benefit
between the 457(b) and 401(a) plans. Any agreement will be conditional on
Deferred Compensation Board approval.


Section 3-17: Non-Direct Payment of Compensation or Benefits

Various sections of this Memorandum contain a form of compensation, wages, or benefits
that have been negotiated in good faith and may or may not provide a direct payment of
wages or other benefit to each member. Those forms of compensation, wages, or
benefits that do not provide a direct payment to each unit member have been negotiated
in place of a direct payment and costed as part of the overall economic package.
Examples include: life insurance, long term disability insurance, leave payouts, etc.


Section 3-18: Drug Recognition Expert Premium Pay

Department qualified/certified Drug Recognition Experts (DRE) who are current in
all training and requirements set forth in police, and have completed all necessary
training, shall be paid a premium of $15.00 per hour, calculated to the nearest ¼
hour, in addition to their base hourly rate, for each hour they are engaged in DRE
activities.


Section 3-19: Phlebotomist Premium Pay



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Department qualified/certified phlebotomists who are current in all training and
requirements set forth in police, and have completed all necessary training, shall
be paid a premium of $15.00 per hour, calculated to the nearest ¼ hour, in addition
to their base hourly rate, for each hour they are engaged in phlebotomy activities.



ARTICLE 4: Hours of Work/Working Conditions

Section 4-1: Work Schedules

A. The regular duty hours for a unit member shall be 5 consecutive shifts of 8 hours
in a 7 calendar day work week. These 5 consecutive shifts will be preceded and
followed by 2 “N” days. If, by reason of transfer, a unit member’s “N” days are
changed, the provisions of this section pertaining to “N” days shall not apply. The
8 duty hours per shift shall be consecutive and may include any “briefing time” and
shall include a meal period of 30 minutes. When work demands permit, with a
supervisor’s approval, a unit member may combine this 30 minute meal period with
one of his 15 minute rest periods described under Subsection D of this Article to
achieve a 45 minute meal period. This shall also apply to a unit member working
a 4/10 schedule. At times, the department may have operational needs which
necessitate a change in current work schedules. The department shall give a unit
member a minimum 7 day advance written notice when his “N” days or hours will
be changed. If this (7 day written notice is not given, and there is no operational
need for not providing the notice, the “N” days or hours change will be rescheduled
to allow for a 7 day notice period.

B. If a 10 hour, 4 day work week is implemented; the regular duty hours for an affected
unit member shall be 4 consecutive shifts of 10 hours in a 7 calendar day work
week. These 4 consecutive shifts will be preceded and followed by 3 “N” days. If,
by reason of transfer, a unit member’s “N” days are changed, the provisions of this
Subsection pertaining to “N” days shall not apply. The 10 duty hours per shift shall
be consecutive and may include any “briefing time” and shall include a meal period
of 30 minutes. At times, the department may have operational needs which
necessitate a change in current work schedules. The department shall give a unit
member a minimum 7 day advance written notice when his “N” days or hours will
be changed. If this 7 day written notice is not given, and there is no operational
need for not providing the notice, the “N” days or hours change will be rescheduled
to allow for a 7 day notice period.

C. All unit four members assigned to patrol squads with beat responsibility only will
work the work schedule defined in subsection B of this section (4/10’s) through
June 30, 2024.

D. If a unit member’s normal duty hours are changed with less than 7 days’ notice,
then the unit member is entitled to premium pay.



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If a unit member’s normal “N” days are changed, then the unit member is entitled
to premium pay.

"Premium Pay" is calculated as follows:

• For a unit member assigned to a 5/8’s schedule:
• A change in normal duty hours: 2 hours at their base hourly rate of
pay.
• One “N” day change: 4 hours at their regular rate of pay.
• Two “N” days changed: 20 hours at their regular rate of pay.
• For a unit member assigned to a 4/10’s schedule:
• A change in normal duty hours: 2.5 hours at their base hourly rate of
pay.
• One “N” day change: 5 hours at their regular rate of pay.
• Two “N” days changed: 10 hours at their regular rate of pay.
• Three “N” days changed: 20 hours at their regular rate of pay.

Subject to the discretion of the Chief, or designee, official mobilization as defined
in Operations Order 9.1 is exempt from this section.

A unit member, who requests a change in work schedules, will not receive
premium pay since the request is not a department directed change.

This section does not apply to the 30 hour or more block of annual module training.

A unit member is not eligible to receive both premium pay and overtime for the
same hours.

E. When used in the context of this Article, “Operational Needs” will be defined as:
Service demands or other required actions performed to accomplish the mission
of the department. These actions may be routine (anticipated) or emergency
(unanticipated). For routine operational actions, a seven-day written notice will be
given to change schedules. For emergency operational actions, unit members will
be provided with as much advance notice and information as the situation will
allow.

F. In addition to all duties as assigned by the Police Chief or his designees, work
hours shall continue to include 2 15 minute rest periods as work demands allow.

G. There shall be a minimum of 15 hours off between shifts, 13 hours for a unit
member working a 4/10 schedule. If this is not possible, the unit member shall
receive overtime compensation at his regular rate of pay for each full hour worked
within the described 15 hour period, 13 hour period for a unit member working a
4/10 schedule. A unit member assigned to a specialty bureau may sign individual
statements waiving the provisions of this section. Signed waivers shall continue in
effect per fiscal year.



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This section does not apply to mandatory training conducted by the Advanced
Training Detail when a member is given 30 days written notice of the required
training. The intent is not for supervisors to work employees on a double shift.
Employees’ chain of command will ensure employee’s shift prior to training is
adjusted to afford 13/15 hours off before reporting to training.

H. A unit member will be permitted to take the meal period at a location within the
squad/team area, or if no suitable eating location is available, then with the
approval of the designated supervisor, at a location outside the squad/team area.
A meal period may be taken at a private residence, with supervisory approval,
provided such residence is within the unit member’s beat area.

I. A unit member may return to his work station 20 minutes before his scheduled end
of shift if work demands permit for the purpose of completing required paperwork,
notifying oncoming unit members of any beat conditions, and to notify his
supervisor of any unusual occurrences he encountered during his shift.

J. A unit member assigned to the Canine Detail shall be allowed 4 hours of paid time
per work week to care for his police dog at his residence. The City will determine
when and how the hours will be scheduled.

K. A unit member may waive the provision of section A and B of this section to
facilitate an alternative work schedule upon written agreement of both the
Association and the Department.

L. “On duty” training will be approved at the Division Chief level.


Section 4-2: Seniority

A. The City shall provide the Association with a list of unit members showing each
unit member’s City employment date and class employment date.

B. Seniority shall be by length of service within a class. If seniority within the class is
not determinative, then length of service with the City shall prevail.

C. Seniority shall be used as a factor consistent with established Civil Service
procedures in choice of work assignments, vacation schedules and in the
determination of layoffs.



ARTICLE 5: Benefits

Section 5-1: Health Insurance




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A. The City and Association agree to maintain the current 80/20 split for health
insurance monthly contribution for the single and family coverage. If there is a rate
increase or decrease, the city will pay 80% of the new monthly contribution and
the employee will pay 20%.

B. If there is a substantive change in the City’s Health Insurance Plan design, the
Labor Relations Administrator will discuss such change with the Association.

C. In the event of the death of a unit member while on duty or while performing a
police function as determined by the City, the City will continue to pay the full
monthly health insurance premium for the spouse and all eligible dependents.
Should the surviving spouse remarry, the benefits of this provision shall be
discontinued for the spouse. Benefits for remaining eligible dependents, e.g.
children, step children, or adopted children, will remain in effect as federal law
prescribes.

In the event of the death of a unit member while commuting to or from his work
location, for a period of two hours each way, the City will continue to pay the full
monthly health insurance premium for the spouse and all eligible dependents. This
policy will be consistent with the terms of the 1997 agreement between the City of
Phoenix and CIGNA Group Insurance, for the payment of a supplementary
commutation life insurance policy for each unit member. The Association will pay
the cost of this benefit, if any, the first year of each new Memorandum period.

D. In the event Congress or the State of Arizona passes legislation which considers
the amount the City contributes to health or dental insurance as imputed income,
then the City will consider such contributions as income to the employee.


Section 5-2: Retiree Health Insurance

A. Upon retirement of a unit member, or bargaining unit member who retired on
August 1, 1992 or later, the City’s contribution to health care premiums will be
calculated without regard to age.

B. In no event will the combination of this contribution and the amount paid by the
PSPRS (Public Safety Personnel Retirement System) exceed the monthly
premium for the chosen health insurance benefit.

C. The City of Phoenix agrees to participate in the Post Employee Health Plan
(PEHP) for unit members in accordance with the terms and conditions of the Plan's
Participation Agreement, a copy of which is attached to this agreement. The
Employer agrees to contribute to the Plan on behalf of unit members:

Effective July 1, 2017, the Employer shall contribute for each unit member the
amount of $6.00 per pay period. If any contribution is an amount other than an
equal dollar amount per unit member, that contribution shall be deposited in the
unit member's Health Insurance Premium Reimbursement sub-account, otherwise


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the Employer's equal dollar amount contribution per unit member shall be
deposited into the unit member's Universal Health Care Reimbursement sub-
account pursuant to the terms and conditions of the Plan.


Section 5-3: Dental Insurance

A. The City shall pay the full premium costs for single coverage for employees
enrolled in the base HMO or PPO plan. and 75% of the premium costs for family
coverage for a City dental plan.

B. The plan shall consist of 80% payment of reasonable and customary charges
covered for preventive and diagnostic services, basic services, and major services.
The plan shall also include an orthodontia benefit providing for 80% payment of
reasonable and customary charges up to a maximum lifetime benefit of $4,000 per
person. This plan is subject to the deductibles and limitations contained in the
contract between the dental insurance carrier and the City of Phoenix. Enrollment
in prior City of Phoenix dental plans counts toward major services time limit
exclusions.


Section 5-4: Life Insurance

A. The City will continue the existing off-the-job and on-the-job life and
dismemberment insurance coverage, and will continue the face value of the policy
at $15,000. The City will continue the current policy for death in the line of duty at
$100,000.00.

B. Effective August 1, 2001, the City will increase the $35,000.00 line of duty life and
dismemberment insurance coverage to each unit member to $100,000.00.

C. Additionally, the City will provide to each unit member a $200,000 death benefit
covering the unit member’s commute to and from his city work location. This policy
will be consistent with the policy negotiated in 1997 with CIGNA Group Insurance
and will cover the unit member’s commute for up to two hours before his shift
begins and two hours after his shift concludes. The Association will only pay the
cost of this benefit the first year of the MOU.


Section 5-5: Long-Term Disability Insurance

A. The City will offer a long-term disability benefit for all full-time, regular unit members
pursuant to A.R. 2.323 as may be amended (providing that such amendments shall
not be in conflict with the MOU). Employees who have been continuously
employed and working on a full-time basis for twelve consecutive months are
eligible for long-term disability coverage. Applicants must apply for benefits they
may be eligible to receive. After an established 90 calendar day qualifying period,
the plan will provide up to 66-2/3% of the employee's basic monthly salary at the


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time disability occurs and continue up to age 75 for employees who have been
employed full-time for 36 months and one day. Employees who have been
employed full-time with the City of Phoenix for 36 months or less, will be eligible to
receive a long term disability benefit for no more than 30 months.

B. This benefit will be coordinated with sick leave, industrial insurance payments,
social security benefits, unemployment insurance and disability provisions of the
retirement plan.


Section 5-6: Holidays and Vacation Leave

A unit member shall be entitled to holiday benefits as set forth in Paragraph 2 of
Operations Order No. 3.6, including overtime compensation for hours assigned and
worked on a specified holiday in accordance with and subject to Article 3, Section 3-6,
Overtime.

A. The compensation of a unit member who actually works on a day designated as a
holiday shall include, in addition to his regular day’s pay, additional pay or
compensatory time for hours worked up to 8 excluding overtime pay.

B. A unit member who is not scheduled to work on a designated holiday will still be
compensated for 8 hours pay or compensatory time for each holiday.

C. Paid holidays shall include:

New Year’s Day
Martin Luther King, Jr's Birthday
President’s Day
Caesar Chavez Birthday
Memorial Day
Juneteenth Day
Independence Day
Labor Day
Veterans Day
Thanksgiving Day
Friday after Thanksgiving
Christmas Day
Two Personal Leave Days* & **

* After 6 months of continuous service.
** Personal leave will be a total of 20 hours for all unit members.

Subject to operational and scheduling factors, a unit member’s personal
leave days shall be taken each calendar year on any day of the unit
member’s choosing.




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D. For a unit member participating in the 4/10 schedule, holiday pay shall be applied
as follows:

1. When a designated paid holiday falls on a unit member’s scheduled day off,
the unit member shall be paid 8 hours of holiday pay.

2. When a designated paid holiday falls on a unit member’s normally scheduled
work day and the unit member is directed to not work that day, the unit member
shall be paid for 8 hours of holiday pay. The additional 2 hours necessary to
receive 10 hours of pay will be deducted at the unit member’s discretion as
either non-paid time, accumulated vacation or compensatory time. If a unit
member has no accumulated vacation or compensatory time, the unit member
will receive only 8 hours of pay. Alternatively, the unit member may work for 2
hours on the holiday, paid at straight time, performing tasks at the direction of
a supervisor. The compensation of a unit member who actually works on a day
designated as a holiday shall include, in addition to his regular day’s pay,
additional pay or compensatory time for hours worked up to 8 hours, excluding
overtime pay.

E. A unit member will continue to receive holiday pay while on industrial leave.

F. Holidays shall be observed on the calendar days on which they fall for unit
members directly involved in providing continuous 24-hour or seven-day service
operations.

G. The City agrees to maintain its present vacation selection procedure and, to every
extent practicable, allow a transferred unit member to maintain his previous
vacation schedule.

H. A unit member who works a schedule at full time 52 weeks of the year shall be
credited with vacation credits for every completed calendar month of paid service
according to the following schedule:

1. Through 5 years of service 8 hrs. per month
2. 6th through 10th year of service 10 hrs. per month
3. 11th through 15th year of service 11 hrs. per month
4. 16th through 20th year of service 13 hrs. per month
5. 21st year of service and thereafter 15 hrs. per month

I. Unit members who have accrued 312 hours or more of vacation, may elect to have
150 hours of vacation leave paid out at the member’s hourly rate in one lump sum
or converted into their comp bank. The member may only elect to exercise this
benefit 4 times in their career, and not more than 1 time in a fiscal year. This
payment is not considered Final Average Salary for purposes of pension
calculations. Eligible employees may elect to buy back their hours between July
1 and the last pay period in January each fiscal year.




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Additionally, 80 hours of vacation time can be accumulated above the maximum
vacation carryover into the last 3 years of service. These hours must be used as
paid time off prior to retirement.

J. Vacation accrual, carryover and compensation at separation is as follows:

MAX ACCRUAL THAT
CAN BE
MONTHLY ACCRUAL MAXIMUM CARRYOVER COMPENSATED AT
YEARS OF SERVICE RATE (HOURS) (HOURS) SEPARATION (HOURS)

0 – 5th 8 232 280

6th - 10th 10 280 340

11th - 15th 11 304 370

16th - 20th 13** 352 430

21st+ 15** 400 490


** In the last three years of service an additional 80 hours may be carried over into
a new calendar year.

During the 2021-2023 MOU, a workgroup will be formed with participants from City
management and include a leader from PLEA for the purpose of exploring the
possible creation of a Citywide bank of hours supplied by vacation cutback hours
for use by employees with approved donation petitions. The workgroup will submit
a recommendation to the City Manager before the end of the 2021-2023 MOU.

K. For the purposes of determining monthly vacation Accrual rates for a unit member
who had a break in service, if the unit member was reemployed within 5 years, the
amount of time the person is gone is subtracted from his previous service, thereby
giving the unit member a new accrual service date.

L. A unit member may sell back up to 80 hours of vacation time each calendar year
(unit member must use a minimum of 40 hours of vacation/comp-time leave during
the calendar year to qualify for this benefit). This payment shall be made on the
first payday of December of each year, and shall be included in the unit member’s
regular, bi-weekly paycheck.


Section 5-7: Out-of-State Vacation Recall

When a unit member is temporarily recalled to duty from out-of-state while on an
authorized vacation by order of the Police Chief, or designee, he shall be reimbursed for
necessary and provable transportation expenses as determined by the Police Chief.




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Section 5-8: Military Leave

A. Definition
1. Pursuant to ARS 26-168 and ARS 38-610, employees who are members of the
Arizona National Guard or the Reserves of the United States Armed Forces,
will be entitled to a leave of absence from their duties for a period not to exceed
30 days when they are engaged in ordered annual training or to attend camps,
maneuvers, formations, or drills under orders of any branch, including the
reserve or auxiliary.

2. This leave will be granted without loss of pay or other employment rights.

B. Leave Guidelines
1. National Guard and Military Reserve leave time will be calculated using working
days.

2. Employees will not be charged with military leave time for days that fall on their
regularly scheduled days off.

3. Leave days do not have to be taken consecutively, the only limitation is the
300-hour maximum in any two consecutive military fiscal years (October 1
through September 30).

4. Travel time will not be allowed in addition to inclusive dates shown on requests.

5. A copy of the Military Orders will accompany leave requests.


Section 5-9: Uniform, Clothing and Equipment Allowance

A. Department-issued equipment, as follows:

1. The Police Department will furnish to each unit member entering the
department the following:
1 Uniform Belt
1 Handcuff Case
1 Holster
1 Helmet
1 Magazine Pouch
1 Service Weapon
1 Pepper Spray Holder
1 Pepper Spray Canister
1 Pair of Handcuffs and Key
1 Uniform Breast Badge
1 Flat Badge with Case

Page 285
1 (pair) Puncture resistant gloves

The department also agrees to provide spit masks on a continuous basis.

2. Pilot’s equipment list as follows:

The Police Department will furnish the following to each unit member assigned
to the Air Support Detail:

2 Nomex (or equivalent in quality) Flight Suits
1 Flight Helmet
1 Standard Headset

3. The Department shall replace those items as they, in the judgment of the
Department, become unserviceable due to wear or damage in the course and
scope of official duties.

B. A unit member will receive $1,150 clothing allowance per annum. Barring
unforeseen circumstances, payment for uniform allowance will be made on or
before August 1 of each fiscal year. Such payment will be made to cover the cost
of uniforms, maintenance, cleaning of such uniforms, and for other duty-related
expenses and for the unit member to provide a required flashlight and fresh
batteries.

C. A new unit member will receive an initial fiscal year uniform allowance equal to
1/12 of the annual allowance per month from the first day of the month of his
employment through the end of the fiscal year. This payment will be made in a
lump sum during the first 60 days of employment.

D. A unit member who leaves City Employment shall repay to the City the uniform
allowance equal to 1/12 of the annual allowance per month for each month
remaining in the fiscal year after the last day of the month in which separation
occurs, provided, however, that a unit member who retires will not be required to
repay any uniform allowance. In addition, the family or beneficiary of a unit member
who dies while in the employment of the City shall not have to pay back any uniform
allowance.

E. A unit member who has been on extended leave (paid or unpaid), excluding
industrial leave, sick leave, or military leave of 2 months or longer, shall have the
next annual uniform allowance reduced by 1/12 of the annual allowance for each
month of extended leave.

F.
1. On or before August 1 of each fiscal year, a unit member assigned to the
following details/squads/units will, in addition to his annual clothing allowance,
be provided a one-time payment per the following schedule upon initial transfer
to that assignment.



Page 286
Canine $320
SAU (Tactical) $320
Air Unit $320
Solo Motor $320
TRU*** $320
Detectives* $320
Bike Officers** $320
Honor Guard $320
SAU Negotiators $320
Drone Pilots $320

* Detective is defined as a certified detective who is in a detective or
investigative assignment or an assignment that normally requires the unit
member to wear civilian business clothes.

** Bicycles will be furnished by the City. To be eligible for the one-time
payment of $320, a bicycle officer must successfully complete the 40-hour
bicycle certification class and be assigned to NET, DOU, CAO, the airport,
or a School Resources Assignment, or any designated bike squad approved
by the Police Chief (i.e. the Desert Horizon Precinct Bike Squad).

2. A unit member assigned to the following details/squads/units will receive, on or
before August 1 of each fiscal year, in addition to his initial uniform allowances
described in section F1 above, an annual maintenance allowance per the
following schedule:

Canine $320
SAU (Tactical) $320
Air Unit $320
Solo Motor $320
Detectives $320
TRU*** $320
Bike Officers** $320
Honor Guard $320

The provisions of Subsection D of this Section shall apply to this Subsection.

** To be eligible for the one-time payment of $320, a bicycle officer must
successfully complete the 40-hour bicycle certification class and be
assigned to NET, DOU, CAO, the airport, or a School Resources
Assignment, or any designated bike squad approved by the Police Chief
(i.e. the Desert Horizon Precinct Bike Squad). All bicycle officers, assigned
to one of the details above, who do not ride during the course of their regular
duties, will be required to work at a minimum, one shift every fiscal year with
DOU, during a regular shift or a special event, utilizing Department issued
bicycles. This event will be coordinated with DOU command staff and the
affected units’ command. Proper notice of schedule change will occur of
the shift is outside of the unit members normal work hours.


Page 287
*** TRU is defined as an officer who has completed the annual TRU
certification course and is assigned to a TRU response/support squad. The
Unit member must attend annual training and maintain certification to be
eligible for allowances.

G.
1. A unit member who purchases a new ballistic vest shall, upon showing proof of
purchase, be reimbursed an amount up to, but not exceeding, $1,000.

2. At the time of the purchase, the member can utilize the remainder of stipend to
purchase department authorized armor plates.

3. Upon replacement of his ballistic vest, a unit member shall be entitled to the
above $1,000 reimbursement every 5 years.

H.
1. The City agrees to reimburse a unit member for the repair or replacement of
uniform items and for other personal property damaged in the course of
employment and performance of their assigned duties without fault or
negligence on the part of the unit member, other than normal wear and tear in
accordance with the schedule of items and maximum amounts authorized for
reimbursement outlined below:

Business Suit $250
Business Dress $100
Sport Coat $150
Dress Shirt $50
Dress Trousers $75
Dress Skirt $75
All Shoes $100
Uniform Boots ALL
Motorcycle Boots ALL
Motorcycle Gloves $100
Glasses and contacts RX ALL
Sunglasses -non-RX $80
Watches $80
Jewelry $75
Police Uniform Trousers ALL
Police Motorcycle Breeches ALL
Police Uniform Shirt ALL
Police Jacket ALL
Police Motorcycle Jacket ALL
Flashlight $100
Ballistic Vest ALL
Service Weapon and (up to cost of City weapon) authorized attached
accessories




Page 288
2. Reimbursements for full, 3/4, 1/2, 1/4, value are based on the supervisor’s
evaluation and recommendations of the article’s condition and age. Items not
listed above are not covered by the policy.

3. The option to repair or replace damaged items, and to determine whether
replaced property will be returned to unit member, rests with the City.

4. The provisions of this policy shall not apply if the unit member has concealed
or misrepresented any material fact or circumstances concerning the subject
of the loss, his interests therein, or in the case of any fraud or false statements
by the unit member relating thereto.

I. Upon duty related retirement, the City will provide the retiring member a Retired
Police Officer’s Commission Card similar in appearance to the regular Commission
Card.

J. Upon retirement, with Chief approval, a unit member will receive his breast badge
mounted on a plaque, a retired flat badge and case, handcuffs, and his fully
functional department-issued service weapon, including all 3 duty magazines, for
$1.00. If the unit member dies in the line of duty or while employed by the
department, the unit member’s spouse or an adult survivor may elect to receive
these items, except for the flat badge and case, for $1.00 which will be paid by
PLEA. The unit member’s spouse or adult survivor will have the option of receiving
the service weapon in a fully functional condition, or may request the unit member’s
service weapon be disabled and mounted in a shadow box, or may decline
receiving the service weapon. The choice will be made in writing. PLEA will provide
a gun safety device, upon request by the unit member.

K. A unit member assigned to the Canine Detail will have the option of purchasing his
dog as follows:

1. If both the police dog and the unit member have been in the Canine Detail in
excess of 5 years, at retirement the unit member may purchase his dog for
$1.00.

2. If both the police dog and the unit member have been in the Canine Detail in
excess of 5 years and the unit member leaves other than for retirement, the
decision to allow the purchase of his dog will be made on a case by case basis
and this decision will not be arbitrary.

L. Unit members who are assigned a rifle, currently qualified, and assigned to patrol
or a patrol specialty unit, Downtown Operations Unit, and Airport Bureau will
receive a stipend to offset costs of any Department authorized equipment already
purchased, that assists them with deployment and utilization of their rifle as follows:

• Eligible employees will be able to submit a memo with attached receipts for
new and/or replacement rifle related equipment up to a limit of $500 every
5 years.


Page 289
Members will accumulate receipts for newly purchased equipment and will make
one submission to fiscal for reimbursement.


Section 5-10: Reimbursement for Education Expenses

A. A unit member who participates in the Tuition Assistance Program shall be eligible
for tuition reimbursement pursuant to the following provisions:

1. For the 2021-2023 fiscal years, an employee may submit tuition expenses
incurred in the prior fiscal year such that the maximum total reimbursed does
not exceed $13,000 across any two-year period.

2. To be eligible for any reimbursement, a unit member must have successfully
completed academic or training courses approved by the Police Chief and the
Human Resources Director as provided in existing regulations.

3. Unit members shall be allowed to use up to $500.00 of their reimbursement
benefit for job-related seminars, workshops, and professional memberships
each fiscal year.


Section 5-11: Leave of Absence

Subject to development of administrative controls, a unit member who has no other
accumulative paid leave may use up to 10 hours per year of accumulated sick leave for
non-emergency home care or medical treatment for a member of the unit member’s
immediate family subject to operational and scheduling factors. When utilizing this benefit,
the member shall identify the use of such time as non-emergency family illness. Such
leave request shall not be unreasonably withheld.


Section 5-12: Workers’ Compensation

A. Employees shall continue to receive 100% of their current rate of pay while off-
duty due to an industrial injury based on current practice which is a maximum of 1
year per injury, thereafter the rate becomes 66-2/3%.

B. Should the Association believe that a dispute in jurisdiction is unduly delaying a
Workers’ Compensation claim, or if the Association believes the City needs to
provide greater assistance to an employee trying to reopen an old claim, the
Association may request a meeting with City Workers’ Compensation staff
(provided the involved employee signs a release to do so) and such meeting will
be scheduled within 14 calendar days.




Page 290
C. The City will first attempt to use physicians from specialty lists created by City of
Phoenix Pension Boards for Independent Medical Examinations for employees in
Unit 4.

D. Family and Medical Leave Act (FMLA) leave shall not run concurrent with leave
paid as industrial injury/illness (e.g. Workers’ Compensation).




ARTICLE 6: Miscellaneous

Section 6-1: Saving Clause

A. If any Article or Section of this Memorandum should be held invalid by operation
of law or by a final non-appealable order of the Phoenix Employment Relations
Board or a final judgment of any court of competent jurisdiction, or if compliance
with or enforcement of any Article or Section should be restrained by such tribunal,
the remainder of this Memorandum shall not be affected thereby; and upon
issuance of such final order or decree, the parties, upon request of either of them,
shall meet and confer to endeavor to agree on a substitute provision or that such
a substitute provision is not indicated.

B. It is recognized by the parties that currently the provisions of the Fair Labor
Standards Act are applicable to certain of the wage and premium pay provisions
of this Memorandum of Understanding (MOU) and that this MOU shall be
administered in compliance with the Act for so long as the Act is applicable.

C. It is recognized by the parties that currently the provisions of the Americans with
Disabilities Act are applicable to certain of the provisions of this Memorandum of
Understanding (MOU) and that this MOU shall be administered in compliance with
the Act for so long as the Act is applicable.


Section 6-2: Copies of Memorandum

Within 60 days from the date that this Memorandum is adopted by the City Council, the
Association will arrange for printing of it for furnishing one to every unit member, unit
supervisor and to management personnel. The cost of such duplication and distribution
will be borne equally by the Association and the City. Printing vendors secured by the
Association shall comply with Chapter 18, Articles IV (City Construction Contractors'
Affirmative Action Requirements) and V (Supplier's and Lessee's Affirmative Action
Requirements), Phoenix City Code.




Page 291
Section 6-3: Aid to Construction of Provisions of Memorandum of Understanding

A. It is intended by the parties hereto that the provisions of this Memorandum shall
be in harmony with the rights, duties, obligations and responsibilities which by law
devolve upon the City Council, City Manager, Police Chief, and other City boards
and officials, and these provisions shall be interpreted and applied in such manner.

B. The Association recognizes the powers, duties and responsibilities of the Police
Chief as set forth in the Charter and Ordinances and that pursuant thereto the
Police Chief has the authority to establish rules and regulations applicable to the
operation of the Police Department and to the conduct of the police officers
employed therein, subject to the express provisions of this Memorandum.

C. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Association having had an opportunity to raise all matters in
connection with the meet and confer proceedings resulting in this Memorandum is
precluded from initiating any further meeting and conferring for the term thereof
relative to matters under the control of the Police Chief, the City Council or the City
Manager. This section shall not be construed to limit free and informal discussions
under, Section 2-2 hereof.


Section 6-4: Changes in Department Operations Orders Pursuant to this
Memorandum

A. Within 60 days from the date this Memorandum is adopted by the City Council, the
Department shall provide electronic copies of those Department and Operations
Orders reflecting changes pursuant to this Memorandum. Copies of such changes
shall be available to each unit member on or about July 1 of each fiscal year or as
soon thereafter as possible.

B. During the preparation of changes to the Department’s Operations Orders, and
precinct/bureaus manuals, drafts of the proposed changes will be staffed out to the
Association.


Section 6-5: Physical Fitness

A. It is recognized by the parties that it is the responsibility of a unit member at all
times to make every effort to maintain his physical condition so as to be fully fit to
perform his duties with maximum effectiveness.

To assist a unit member in this respect, the City agrees to provide and maintain
exercise equipment for each precinct station, Deer Valley, Resource Bureaus,
Police Headquarters, and at the Training Academy.

B. The City will provide required FAA physicals to pilots assigned to the Air Support
Unit.


Page 292
C. If a unit member, while carrying out his official duties is exposed to an infectious
disease/virus, the City agrees to pay the expenses for inoculation of the member.


D. Unit members are allowed to work out on their “Code 7” at Police Department
facilities. Unit members are required to remain in workpants/boots. Employees
who work out on their “Code 7”:

• Must adhere to Operations Order 4.1 (Meals and Breaks);
• Must submit a workout memo through the Chain of Command to the
Department Fitness Coordinator;
• Adhere to Operations Order 3.7 (Industrial Injuries);
• Must limit their activity to Strength Training/Cardio Training;
• May not work out on their “Code 7” during overtime shifts; and,
• May not work out during the last 2 hours of their duty shift, unless
approved by their supervisor.

Program viability will be reviewed annually by the Police Chief.


Section 6-6: Term and Effect of Memorandum

A. This Memorandum shall remain in full force and effect beginning with the first
regular pay period commencing in July 2023, up to the beginning of the first regular
pay period commencing in July 2024.

B. Except as expressly provided in this Memorandum, the City shall not be required
to meet and confer concerning any matter, whether covered or not covered herein,
during the term or extensions thereof. This paragraph is not intended to preclude
informal discussions under Article 2, section 2-2 hereof.

C. The provisions of this Memorandum shall be subject to Federal, State, Charter,
and existing local laws that vest jurisdiction and authority in the City Council,
Phoenix Employment Relations Board, and Phoenix Civil Service Board.

D. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions.




Page 293
IN WITNESS WHEREOF, the parties have set their hands this ____ of May, 2023.


_______________________________________________________
Darrell Kriplean, President, Phoenix Law Enforcement Association (PLEA)


_______________________________________________________
Jason Perkiser, Assistant Human Resources Director/Labor Relations, City of Phoenix


_______________________________________________________
Jeffrey Barton, City Manager, City of Phoenix


ATTEST:


_______________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED AS TO FORM:

_______________________________________________________
City Attorney, City of Phoenix




PLEA Team: City of Phoenix Team:
Darrell Kriplean, President Jason Perkiser, Assistant HR Director, Labor Relations
Yvette Bro, Vice-President Charmane Osborn, Assistant Police Chief
John Maxwell Sean Kennedy, Assistant Police Chief
Michael Thomas Dennis Orender, Commander
Santos Robles Warren Brewer, Commander
Justin Hernandez Tobin Daily, Public Safety HR Liaison
Dan Grant Mark Bizik, Management Assistant II
Danielle Vermeer, Management Intern (Scribe)




Page 294
ATTACHMENT A

DRUG TESTING
The Phoenix Police Department’s Operations Order 3.21, Controlled Substance
Screening policy, is added to this Memorandum as Attachment B.




Page 295
ATTACHMENT B

RETIREE HEALTH CONTRIBUTION


The City shall provide Basic Medical Reimbursement Plan (MERP) benefits to MERP
eligible unit retirees and to unit members who are hired before August 1, 2007 and are
eligible to retire no later than August 1, 2022 (the date of an individual’s retirement
eligibility was determined on August 1, 2007), at the monthly amounts based on years of
service listed below:

5 to 14 years of service $135.00
15 to 24 years of service $168.00
25 or more years of service $202.00

Unit employees hired on or after August 1, 2007, regardless of years of service, may
qualify for a Post Employment Health Plan (PEHP) account.



Public Safety Personnel Retirement System (These benefits are not under City of
Phoenix control)*

Retiree only not on Medicare $150.00
Retiree & family not on Medicare $260.00
Retiree only on Medicare $100.00
Retiree - one with Medicare $215.00
Retiree - all on Medicare $170.00
*Rates shown are for the 2012 calendar year. For current rates, see http://www.psprs.com/




Page 296
ATTACHMENT C
Unit 4 – Police Officers
WAGES

Police Officer, Job Code 62210
Effective July 10, 2023
STEP HOURLY BI-WEEKLY ANNUAL


Police Officer*Pilot, Job Code 62211
Effective July 10, 2023
STEP HOURLY BI-WEEKLY STEP


Police Officer*Rescue Pilot, Job Code 62212
Effective July 10, 2023
STEP HOURLY BI-WEEKLY STEP


Police Officer*Flight Instr, Job Code 62213
Effective July 10, 2023
STEP HOURLY BI-WEEKLY STEP


Police Officer*Chief Pilot, Job Code 62214
Effective July 10, 2023
STEP HOURLY BI-WEEKLY STEP




Page 297



Report

Supporting documents

No supporting documents stored.


View on Agenda Online ↗

Item text
Public Comment on Proposed MOU Between City of Phoenix and International
Association of Fire Fighters, IAFF Local 493 (Unit 5)

Request for City Council to receive public comment on the terms of the proposed
Memorandum of Understanding (MOU) with the International Association of Fire
Fighters, IAFF Local 493 (Unit 5).

Section 2-218 (G) of the Meet and Confer section in the City Code provides that a
proposed MOU be filed with the City Clerk following its ratification by the employee
organization and, "At the earliest practicable date thereafter the City Council of the City
of Phoenix shall provide on its agenda an opportunity for public comment on the terms
of the Memorandum of Understanding prior to the Council acting thereon."

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.




Page 298
ATTACHMENT A




MEMORANDUM OF UNDERSTANDING

2023 – 2024

CITY OF PHOENIX

AND

PHOENIX FIRE FIGHTERS ASSOCIATION

LOCAL 493

REPRESENTING UNIT 5 EMPLOYEES




Page 299
TABLE OF CONTENTS

PREAMBLE............................................................................................................................... 2

Article 1: Rights ....................................................................................................................... 2
Section 1-1. Gender ................................................................................................................................. 2
Section 1-2. City and Department Rights ................................................................................................. 2
Section 1-3. Rights of the Union ............................................................................................................... 3
Section 1-4. Rights of Unit Employees ...................................................................................................... 8
Section 1-5. Prohibition of Strikes and Lockouts .................................................................................... 13

Article 2: Grievance/Arbitration/Labor Management ...........................................................13
Section 2-1. Grievance Procedures ....................................................................................................... 13
Section 2-2. The RBO / Labor-Management Process ............................................................................ 17
Section 2-3. Productivity Discussions .................................................................................................... 19

Article 3: Compensation/Wages............................................................................................19
Section 3-1. Wages ................................................................................................................................ 19
Section 3-2. Productivity Enhancement Pay .......................................................................................... 22
Section 3-3. Overtime ............................................................................................................................. 22
Section 3-4. Call Out Pay ....................................................................................................................... 23
Section 3-5. Out-of-Class Pay ................................................................................................................ 24
Section 3-6. Sick Leave Conversion at Retirement ................................................................................ 24
Section 3-7. Deferred Compensation and Defined Contribution Plans .................................................. 26
Section 3-8. Non-Direct Payment of Compensation or Benefits ............................................................ 26

Article 4. Hours of Work/Working Conditions ......................................................................26
Section 4-1. Hours of Work .................................................................................................................... 26
Section 4-2. Shift Trades ........................................................................................................................ 28
Section 4-3. Filling Vacancies ................................................................................................................ 28

Article 5. Benefits ...................................................................................................................29
Section 5-1. Health Insurance ................................................................................................................ 29
Section 5-2. Dental Insurance ................................................................................................................ 30
Section 5-3. Life Insurance ..................................................................................................................... 30
Section 5-4. Long Term Disability Insurance.......................................................................................... 31
Section 5-5. Holidays, Vacations, and Donated Vacation Leave ........................................................... 31
Section 5-6. Uniforms ............................................................................................................................. 34
Section 5-7. Tuition Reimbursement ...................................................................................................... 35
Section 5-8. Wellness, Health and Fitness............................................................................................. 36
Section 5-9. Worker’s Compensation ..................................................................................................... 36
Section 5-10. Employee Benefit Trust Fund............................................................................................ 37

Article 6. Miscellaneous ........................................................................................................39
Section 6-1. Saving Clause .................................................................................................................... 39
Section 6-2. Printing of M.O.U. ............................................................................................................... 39
Section 6-3. Fire Watch .......................................................................................................................... 39
Section 6-4. Term and Effect of Memorandum ...................................................................................... 40

ATTACHMENT A .....................................................................................................................42
ATTACHMENT B .....................................................................................................................49






Page 300
PREAMBLE

WHEREAS, the parties, through their designated representatives, met and
conferred in good faith pursuant to Ordinance G-3303 in order to reach agreement
concerning wages, hours, and working conditions of employees comprising the Fire
Fighter Unit, and,

WHEREAS, the parties hereby acknowledge that the provisions of this
Memorandum are not intended to abrogate the authority and responsibility of City
government provided for under the statutes of the State of Arizona or the Charter or
ordinances of the City of Phoenix except as expressly and lawful limited herein,

NOW, THEREFORE, having reached this complete agreement concerning wages,
hours, and working conditions for the term specified, the parties submit this Memorandum
to the City Council of the City of Phoenix with their joint recommendation that body resolve
to adopt its terms and take such other action as may be necessary to implement its
provisions.


Article 1: Rights

Section 1-1. Gender

Whenever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.


Section 1-2. City and Department Rights

A. The Union recognizes that the City and the Fire Chief retain, whether exercised or
not, solely and exclusively, all express and inherent rights and authority pursuant to
law with respect to determining the level of and the manner in which the Fire
Department's service delivery activities are conducted, managed, and administered,
and the Union recognizes the exclusive right of the Chief to establish and maintain
departmental rules and procedures for the administration of the Fire Department
during the term of this Memorandum provided that such rules and procedures do not
violate any of the specific express provisions of the Memorandum.

B. The City and the Chief have the exclusive right and authority to schedule work and/or
overtime work as required in the manner most advantageous to the City subject to
the express terms of this Memorandum.

C. It is understood by the parties that every incidental duty connected with operations




Page 301
enumerated in job descriptions is not always specifically described; nevertheless, it
is intended that all such duties shall be performed by the employee.

D. The Chief and City Manager reserve the right to discipline or terminate employees
for just cause subject to Civil Service procedures.

E. The City and the Chief shall determine and establish methods and processes by
which duties are performed subject to the express terms of this Memorandum.

F. The City and Chief shall have the right to transfer employees within the Department
in a manner most advantageous to the City subject to the express terms of this
Memorandum.

G. Except as otherwise specifically provided in the Memorandum, the City and the Chief
retain unqualifiedly all rights and authority to which, by law, they are entitled.

H. The City shall have the authority to effect reorganizations of the Department.
However, any such reorganization shall be discussed by the Labor-Management
Committee prior to implementation.

I. The Union recognizes that the city has statutory and Charter rights and obligations in
contracting for matters relating to municipal operations.

J. The inherent and express rights of the City and the Chief, including those herein
specifically referred to, which are not expressly modified or restricted by a specific
provision of this memorandum, are not, in any way directly or indirectly, subject to the
Grievance Procedure herein.

K. Nothing herein shall be construed to diminish the rights of the City under Section 5
of Ordinance G-3032 or to diminish the provisions of the Civil Service Rules.


Section 1-3. Rights of the Union

A. The Union, as the authorized representative, has the exclusive right to serve as the
meet and confer representative of all employees in the Fire Fighter's Unit as certified
by the Phoenix Employment Relations Board on July 29, 1976.

B. The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The Union plays an important role furthering this
relationship and ultimately improving service to the City and its citizens. Accordingly,
the City and the Union have negotiated various rights for unit employees as set forth
in this MOU, in exchange for services to the City and in lieu of increased
compensation. These bargained-for rights will promote and improve enhanced





Page 302
service delivery models and public safety, along with other tangible benefits to the
City’s residents.

C. The Phoenix City Council has determined, and Unit 5 agrees, there are specific
activities that confer a public benefit; a dual public/private purpose or an exclusively
public purpose, for which up to 2 Unit 5 (IAFF) members may be released and will
perform these duties under City Business.

D. The City’s Labor Relations Administrator or authorized designee will be responsible
for coordinating the City Business Time. The Labor Relations Administrator shall
work directly with Unit 5 in order to confirm any and all paid activity of the Authorized
Employees is consistent with the activity approved below. The two Unit 5 members
identified in Subsection B shall submit reports each pay period to the Labor Relations
Administrator documenting the City Business and any leave (e.g., donated leave,
vacation leave, sick leave, etc.) used during that pay period. The City has the right
to audit time cards submitted. In the event there is disagreement, the parties will
meet to discuss the matter at the request of Unit 5 or the City. The audit may result
in Unit 5 reimbursing the City, by submitting Union Release hours, donated leave,
personal leave, or monetary payment from the Union, for activity not deemed City
Business under this Agreement.

E. City Business Time

The City has determined there are activities that confer a public benefit, a dual
public/private purpose or an exclusively public purpose for which members of Unit 5
should be released from their official duties to perform. Unit 5 acknowledges its
members will receive City Business time for the time spent performing the following
activities:

1. Authorized Employees will attend trainings that have been authorized in advance
by Administration.

2. Authorized Employees will facilitate communication between employees and
management ensuring a safe and efficient delivery of services, as well as
developing a heightened degree of labor/management cooperation.

3. In coordination with management, Authorized Employees will communicate new
programs and/or policy changes to the broader City workforce that are members
of the bargaining unit in order to streamline service delivery and ensure timely
implementation of changes in policy or programs. Changes in safety or security
policy and procedure will be prioritized.

4. In coordination with management, as a means of achieving a healthier workforce
and driving down costs associated with workers’ compensation, the cost of
providing healthcare and the use of sick time, Authorized Employees will assist




Page 303
bargaining members with understanding coordination of benefits.

5. In order to ensure City resources are well coordinated, upon the direction of the
City and consent of IAFF, Authorized Employees will participate in various City
committees, labor management meetings, or labor management work groups as
a member of the committee or group.

6. Participate in Department-authorized or City-sponsored authorized community
projects and events.

7. Represent employees involved in critical incidents at the time of incident (e.g.,
personal injury related).

8. As a means of controlling administrative and litigation costs associated with
employee matters in a large and complex City and with the goal of resolving
matters at the earliest possible stage, at management’s request Authorized
Employees will assist bargaining unit members/employees and management in
matters related to employer/employee relations.

9. Legislative, lobbying or political activities with the approval of the City Manager
or authorized designee.

F. Activities not eligible for City Business Time

Authorized Employees shall be prohibited from engaging in any of the following
activities while on paid City Business time:

1. Lobbying. This includes letter writing or telephone calls, without approval of the
City Manager or authorized designee.

2. Legislative Activity. This includes participating in the preparation or distribution
of legislative proposals, without approval of the City Manager or authorized
designee.

3. Organizing. This includes preparing and/or distributing union related materials.

4. Civil Service Discipline. This includes the representation of any bargaining unit
member/employee in disciplinary matters before the Civil Service Board.

5. Bargaining/Negotiations. This includes any matters deemed to be a mandatory
subject of bargaining.

6. Representation in grievance or disciplinary proceedings.

G. Requests for City Business Time




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1. A union member who wishes to use City Business time must submit a written
request (e-mail will suffice) as soon as the need for time is known but no later
than 72 hours in advance, when practical, of the time requested to an individual
designated by the Labor Relations Administrator or authorized designee. Any
such request must specify what the time will be used for. A request for City
Business time will be approved only if the activity has either a dual public/private
purpose or an exclusively public purpose. Upon Labor Relations Administrator
approval, Fire Department time management will be notified of the approved
leave for entry into Telestaff.

H. Union Representatives

1. The Union may designate one (1) 493 Executive Director, three (3) 493
Directors, and four (4) Union Representatives to represent members of our
unit when appropriate. The Phoenix Chapter President shall notify the Fire
Chief of these designations. There shall be no obligation on the Department to
change or adjust normal departmental scheduling or assignments of personnel
as a result of such designations.

2. Union representatives may attend mutually scheduled grievance, investigative,
and disciplinary meetings and hearings with department representatives during
duty hours by using the Bank of Donated Leave. Time spent during duty hours
for any other union activity, such as gathering information, interviewing the
grievant or witnesses, attending a union meeting, or preparing a presentation
shall also be charged against the Bank of Donated Leave as described in Article
5, Section 5-5.

I. Union members may be authorized in advance in writing to engage in Union related
activities during duty hours on a non-paid basis by the Fire Chief at such time and in
such instances when in the discretion of the Chief such will not in any manner
interfere with the efficient and economical operations of the Department nor
adversely impact the level of Fire Fighting services or support services.

J. There shall be no use of official time for Union-related activities except as expressly
authorized under Section 1-3E of Article 1. The Department shall maintain
procedures to administer and control use of official time in conformity with the
provisions of this Section.

K. Upon the Union’s filing of a Third Party Data Sharing Agreement with the Labor
Relations Division, the City shall furnish to the Union on request, at actual cost, a
listing of Union members on City payroll deduction in July and January during the
term of this agreement indicating name, mailing address, and job assignment. The
City will also provide a monthly list of employees added that month to Unit 5.





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L. The City shall, in conformity with Ordinance G-3303, deduct monthly the Union
members regular periodic Union membership dues and/or special assessments
pursuant to authorization on a form to be provided by the City, duly completed and
signed by the Union member, and transmit such deductions to the Union on a monthly
basis; except, however, that such deduction shall be made only when the employee's
earnings for a pay period are sufficient after other legally required deductions are
made. The City shall, at the request of the Union, make changes in the amount of the
deduction hereunder during the term of this Memorandum at cost for implementing
such change. The City shall not make dues deductions for Unit employees on behalf
of any other employee organization during the term of this Memorandum. The City
assumes no liability on account of any action taken pursuant to this paragraph. In
addition, with sufficient notice the Union may request a change in dues deduction to
either monthly or bi-weekly for the entire membership each July 1 or at other times
agreed to by the parties. By filling out and submitting a voluntary deduction form for
membership dues, each unit member/employee is clearly and affirmatively
consenting to the deduction of the stated amount of money for membership dues
from their pay check.

M. The City will continue to provide those bulletin boards as designated by the City in
the past exclusively for posting of official Union literature that is not political in nature,
abusive of any person or organization, or disruptive of the department's operations.
In addition, the Union will be allowed to use all Fire Department Communications
tools to disseminate such information when necessary. Such announcements shall
not be political in nature, nor shall they be abusive of any person or organization or
disruptive of the department's operation. The Assistant Chief in charge of personnel,
or his designee, shall review the content of the buck slip communications prior to
distribution.

N. Nothing herein shall be construed to diminish the Union's rights under Ordinance G-
3303.

O. The City will provide the Union, upon request, non-confidential and readily available
information concerning the Union that is necessary to Union representatives for
negotiations, and is not otherwise available to the Union, such as personnel census,
employee benefit data, and survey information. Such requests shall be made through
the Assistant Chief in charge of personnel. Any unusual costs incurred by the City in
connection with this Section shall be borne by the Union.

P. The Union and the Department will jointly present training to new Fire Fighter recruits
about the activities that are mutually beneficial to the City and the Community. This
time will be allotted sometime during the last 4 weeks of training of said recruits at
the Training Academy. During such discussions, Union representatives shall avoid
the dissemination of information that is political in nature, abusive of any person or
organization or disruptive of the Department's operation. City business time will be
available for this purpose.




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Q. Seniority

1. The City shall provide the Association with a list of unit members/employees
showing each unit member’s/employee’s City employment date and class
employment date.
2. Seniority shall be by length of service within a class. If seniority within the class
is not determinative, then length of service with the City shall prevail.
3. Seniority will be applied in conjunction with City of Phoenix Personnel Rule 14.
4. The Department will also post an annual seniority list (beginning of the fiscal
year) on the Department’s internal webpage. In addition, new promotional lists
for Fire Engineer and Fire Captain will be posted on the internal webpage after
they are certified and finalized by City HR.


Section 1-4. Rights of Unit Employees

A. All employees have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in
the Union or any other organization. Whenever the terms “employee, Unit employees,
grievant” or some derivation of those, is used in this MOU it shall be synonymous
with the term “Unit member/employee.”

B. Union employees have the right to be represented or not to be represented by the
Union in dealings with the City concerning grievances and matters pertaining to their
individual employment rights and obligations.

C. It is understood by the parties that the benefits granted by Section 1-4 of Article 1
shall not be interpreted or applied as requiring the employer to count as time worked
any hours or fractions of hours spent outside the employee's work shift in pursuit of
benefits provided by this Section. The employer shall count as paid leave any hours
or fractions of hours spent within the employee's regular work shift in pursuit of
benefits provided by this Section.

D. The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or
Department files are not the official record. Employees may request to
remove/inactivate eligible documents based on the below criteria by contacting the
department Human Resources Officer. Official records may only be inactivated and
not removed per records retention law, and members/employees will receive
confirmation once the requested record is removed/inactivated.








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Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original in
file.
Coaching’s/Supervisory Not maintained in
Remove annually Not maintained in file.
Counseling’s file.
provided no further
incidents.
Maintain original in
Maintain copy in file.
file.
Employee may
Written Reprimands Employee may
request to remove
request to inactivate
after 3 years.
after 3 years.
Maintain copy in file. Maintain original in
Maintain copy in file.
Remove annually file.
Suspensions Employee may
provided no further Employee may
(other than below) request to remove
incidents. request to inactivate
after 10 years.
after 10 years.
Discipline under 21b2, Maintain original in
21b4, 21b5, 21b12, Maintain copy in file. file.
21b13, 21b14, 21b15, Cannot Remove May not be
21b18, 21b19, 21b20. inactivated

Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types of
discipline, which may be considered for the duration of employment (and upon the
employee's return to employment, if applicable):

Sustained discipline of 40-hour suspension or greater of the following types:

• The employee has been abusive or threatening in attitude, language, or conduct
towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocketknife (as provided in ARS 13-3102) at a City worksite1, unless
such employee is a police officer.
1(A worksite includes not only City buildings and property, but also City

vehicles and private vehicles while being used on City business, and other
assigned work locations).
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or the
property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The employee committed a violation of the City's Ethics Policy.




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• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.

E. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with a member/employee without utilizing a formal investigatory process.
Supervisors are encouraged to not utilize an investigatory process unless they have
a reasonable belief that discipline (a written reprimand or higher) could result. Should
information be made during a conversation to attempt to resolve an issue that could
result in discipline, the supervisor will stop the meeting and utilize an investigatory
process as outlined below. Any interview becomes investigatory when facts or
evidence sought by the City may result in a disciplinary action.

1. The City may, at its discretion, either conduct investigatory interviews with
members/employees or issue members/employees written questions. In either
case, a Notice of Inquiry (NOI) form will be used. The intent of the NOI is to clearly
put members/employees on notice that they are under investigation that could
result in discipline, inform them of the nature of the allegations against them, and
inform them of their right to representation.

2. If the City elects to issue written questions to the member/employee, the following
shall apply:

a. If an NOI is being issued and there is no active questioning, representation
is not required. Members/employees may bring a representative if they
desire, however there will be no discussion during the issuance of the NOI.

b. The member/employee will have 72-hours excluding holidays and N-days
to respond in writing and provide any other material requested. This
deadline may be extended by mutual agreement if there are extenuating
circumstances.

3. If the City elects to conduct an investigatory interview, the following shall apply:

a. Prior to the member/employee being interviewed, the member/employee
shall be advised of their right to a representative.

b. The NOI form will be issued at the meeting.

c. The union representative may assist and consult with the
member/employee, attempt to clarify the facts or questions asked, and
suggest other members/employees or witnesses who may have




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knowledge of the underlying issues. The union representative cannot
speak on behalf of the member/employee or impede the progress of the
interview.

d. The member/employee or representative may ask for a caucus during the
meeting. Caucuses will be granted for a reasonable timeframe.

e. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the member/employee. The
member shall be allowed to seek advice from their representative in
caucus during the interview. A caucus will not be permitted when a
question is pending. The member/employee will be given the opportunity
to clarify their answer after the caucus.

f. All parties may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.

g. Prior to the conclusion of the meeting, the member/employee or
representative shall have the opportunity to make a closing statement.

h. If the department requires a written statement at an investigatory meeting,
the member/employee will be compensated up to one hour of City time to
write the statement. Additional time may be granted at the discretion of the
department and will not be withheld arbitrarily.

i. The member/employee will be provided with a copy of the interview notes
and given 72 hours to confirm their answers and provide any additional
information.

j. Except for emergency situations, the unit members/employees shall have
a minimum of 48 hours to arrange for union representation when the
member/employee is the subject of an administrative investigatory
interview. The union representative will make every reasonable attempt to
arrive within the 48 hours. A member/employee may waive the 48-hour
time requirement if the member/employee is not opting for representation.

4. Regardless of whether the City elects to interview the member/employee, or
issue written questions, the following shall apply:







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a. The member/employee will be instructed not to speak to anyone regarding
an investigation. This restriction does not apply to the union, the union’s
attorney, the member/employee’s family, the member/employee’s
attorney, the investigator, or chain-of-command.

b. The member/employee will be advised if the inquiry is supervisor initiated
or the result of a citizen complaint, employee/co-worker complaint, or
other.

c. The member/employee shall also be informed of the Garrity protections
afforded to public employees who may also be under criminal investigation
or whose actions meet the elements of a crime [Garrity v. New Jersey,
385 U.S. 493, 87 S.Ct. 616 (1967)].

d. A unit member/employee shall receive a copy of any statement that they
are asked to sign.

e. Every 60 days, a unit member/employee under investigation or their
designated representative may request a status update. At management’s
discretion, the status will be provided either verbally or in writing.

5. Miscellaneous

a. A unit member/employee identified solely as a witness will not be
prevented from contacting the union (association) on their own time to
consult with a union (association) representative prior to their interview.

b. No investigatory documentation, such as the NOI or witness statements
shall be kept in the Personnel or Supervisory Files after the investigation
is concluded.

6. Unit members/employees will be permitted to apply and/or compete in a transfer
process while in a pending investigation. The transfer process will not be delayed
pending the conclusion of the related investigation.

7. A member/employee who receives a written reprimand or suspension may
request a copy of the information upon which the written reprimand or
suspension was based, pertaining to what was specifically cited in the discipline
at no cost to the member/employee.






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8. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the member/employer to count as time
worked, any hours or fractions of hours spent outside the member/employee's
work shift in pursuit of benefits provided by this Article unless otherwise specified
in this MOU. The employer shall count as time worked any hours or fractions of
hours spent within the member/employee's regular work shift in pursuit of
benefits provided by this Article.

F. Member Discipline

Any member receiving discipline that results in a loss of hours, or days or work, will
have those hours converted to match their appropriate work schedule. Discipline for
40-hour members shall be equal to 8 hours for one work day. Discipline for 56-hour
members shall be equal to 11.2 hours for one work day. Any discipline exceeding
one day will be increased proportional to the hours outlined in this section.


Section 1-5. Prohibition of Strikes and Lockouts

A. The Union pledges to maintain unimpaired Fire Fighting and related supported
services as directed by the Fire Chief. It shall not cause, condone, counsel or permit
employees, to strike, fail to fully and faithfully perform duties, slow down, disrupt,
impede or otherwise impair the normal functions and procedures of the Department.

B. Should any employees of the bargaining Unit during the term of this Memorandum,
and until such time that it is expressly and legally rescinded, breach the obligations
of Paragraph A, the Fire Chief or his designee shall immediately notify the Union that
a prohibited action is in progress. The Union shall forthwith disavow said strike or
other prohibited action and shall endeavor in good faith to cause such employees to
immediately return to work and/or cease the prohibited activity or, alternatively accept
the responsibility for the strike or other prohibited activity.

C. There shall be no lockout by the City during the term of the Memorandum.

D. The provisions of Section 2 (17) and section (13) of Ordinance G-1532, are
incorporated into this Memorandum.



Article 2: Grievance/Arbitration/Labor Management

Section 2-1. Grievance Procedures





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It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee's regular work shift in pursuit of benefits provided by this
Article.

A. Informal Resolution

1. As a matter of good labor-management relations the parties encourage unit
members/employees who believe that they have a bona fide grievance to discuss
and attempt to resolve it with their immediate non-unit supervisor.

2. If the above informal discussion is held and does not resolve the grievance, the
unit member/employee may file a formal grievance in accordance with the
following procedure.

B. Definition of Grievance

1. A grievance is a written allegation by a unit member/employee, submitted as
herein specified, claiming violation(s) regarding the interpretation and/or
application of the specific express terms of this Memorandum for which there is
no other specific and formal method of review; and doesn’t have a fact pattern
that has been presented to and decided upon by the City Manager in a prior
grievance. However, disputes specifically excluded in other Articles of this
Agreement from the Grievance and Arbitration procedure shall not be construed
as within the definition set forth above and shall not be handled in accordance
with this procedure. It is agreed that such excluded disputes are not grievable or
arbitrable under the terms of this Article or under this contract.

2. The City continues to retain the format used for grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall
be null and void, and will not be processed in accordance with this procedure.

C. Procedure

All grievances covered by this Article shall be handled exclusively in the following
manner:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

1. Step 1




Page 313
The unit member/employee shall reduce the grievance to writing by signing and
completing the grievance form provided by the City and submit it to the division head,
or designee, within 14 calendar days of the initial commencement of the occurrence
being grieved.

The division head, or designee, may investigate, further consider, and discuss the
grievance with the grievant and the grievant's representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. The parties by written
mutual agreement may move the grievance to Step 2 of the grievance procedure.

2. Step 2

If the written response of the Step 1 does not result in a resolution of the grievance,
the grievant may appeal the grievance by signing and completing the City form and
presenting it to the department head, or designee within 14 calendar days of the
grievant's receipt of the Step 1 response.

The department head, or designee, may further consider and discuss the grievance
with the grievant and the grievant's representative, if any, as deemed appropriate,
and shall, within 14 calendar days of having received the written grievance, submit a
response thereto in writing to the grievant. The parties by written agreement may
move the grievance to Step 3 of the grievance procedure.

3. Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee, the parties
involved may mutually agree to submit the grievance to Labor Relations. The
grievance, as originally written and Step 1 and Step 2 responses, must be submitted
to Labor Relations within 14 calendar days of receipt of the Step 2 response. Labor
Relations shall, within 14 calendar days of the receipt of the grievance, meet with the
department head, or designee, and the grievant and the grievant's representative, if
any, in an attempt to resolve the grievance. Labor Relations shall then submit a
written response to all parties within 14 calendar days of the meeting.

4. Step 3

a. If the written response of the Step 2 (or 2.5 if applicable) does not result in a
resolution of the grievance, the grievant may, within 14 calendar days of the
Step 2 response, appeal the grievance by signing and completing the City form
and presenting it to Labor Relations. A Grievance Committee hearing will be
scheduled at which the grievant shall be afforded the opportunity to fully
present his position and to be represented.





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The Grievance Committee shall be composed of:
Chairman – A member of the City Manager’s Office designated by the City
Manager.
2 Members – Mutually agreed upon by City Manager’s Office and Local 493.

The Grievance Committee shall submit findings and advisory
recommendation(s) to the City Manager. The City Manager shall make the
final determination of the grievance and submit it in writing to the grievant and
his designated representative.

b. If the grievant so elects in writing within the above time limit, in lieu of such
hearing the grievance may be reviewed by an arbitrator. The parties, or their
designated representatives, shall agree on an arbitrator, and if they are unable
to agree on an arbitrator within a reasonable time, either party may request
the Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall,
within 7 calendar days of the receipt of said list, select the arbitrator by
alternately striking names from said list until one name remains. Such person
shall then become the arbitrator. The arbitrator so selected shall hold a
hearing as expeditiously as possible at a time and place convenient to the
parties, and shall be bound by the following:

i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering
any issue properly before him/her.

ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other
issue not so submitted to him/her.

iii. The arbitrator shall be bound by applicable State and City law.

iv. The cost of the arbitrator and any other mutually incurred costs shall be
borne equally by the parties.

The arbitrator shall submit findings and advisory recommendations to the
City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the grievant and his designated
representative.

c. The City is not under any obligation to accept grievances where the City
Manager has previously decided on the same fact pattern.

D. Time Limits





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Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the
grievance; except however, that the parties may extend time limits by mutual written
agreement in advance of the deadline.

E. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.

F. Group Grievance

When more than one unit member/employee claims the same violation of the same
rights allegedly accorded by this Memorandum, and such claims arise at substantially
the same time and out of the same circumstances, a single group grievance may be
filed in the name of all such members. Such group grievances shall be filed at the
Step of this Procedure which provides the lowest level of common supervision having
authority over all named Grievants. Each unit member/employee that is a party
Grievant must be named and must sign such group grievance.

G. Employer Grievances

Should they occur as a result of official Union activities or actions, including the failure to
act as required under the terms of this Memorandum, employer grievances will be
presented directly to the Union president or any officer of the Union within 14 days of the
occurrence prompting the grievance. The president, or designee, shall in each case
provide a written answer within 14 days from receipt of the grievance. Unresolved
employer grievances may be submitted to arbitration pursuant to Step 3.


Section 2-2. The RBO / Labor-Management Process

A. The purpose of the Relationships by Objectives (RBO) committee is to enhance
service delivery models and address public safety employee-related issues. The
RBO process is done through the facilitation and open discussion of mutual concerns
and problems which may include; implementation of major department programs
and/or substantial modifications of existing major programs that will have a significant
impact on service delivery or work schedules. Items of concern are then enacted as
initiatives to be in accomplished over the course of the year that follows.

B. The RBO Committee shall meet annually at mutually scheduled times, and at other
mutually agreed upon times as necessary. The RBO Committee process consists
of a Correlating Team. The Correlating Team includes the following representatives




Page 316
from Labor and Management: the Fire Chief and Executive Staff (Assistant Fire
Chiefs) and the Union President and Labor Executives. For each initiative mutually
identified in the RBO process, a Committee is established consisting of
representatives from labor and management and facilitated by co-chairs. Sub-
committees are further developed to facilitate meetings to achieve goals as set forth
in the agreed upon initiatives. Throughout the year, Committees and Sub-
Committees will meet regularly to accomplish their RBO initiatives.

C. There shall be a Fire Labor-Management Committee consisting of the Fire Chief and
Union President. The Fire Labor-Management Committee provides oversight for the
entire RBO / Labor-Management Process.

D. A standing agenda will be developed. The members shall, in advance of a meeting,
provide the co-chairs with proposed additional agenda items, and the co-chairs will
provide the members with the meeting agenda.

E. Representatives of the Union on the Committee shall not lose pay or benefits for
meetings mutually scheduled during their duty time.

F. The Sub-Committees may be supplemented by representative(s) of the City Manager
if it is proposed to discuss mutual aid or fire protection contract matters.

G. The Sub-Committees may, if they deem proper, suggest recommendations to the
Fire Chief and the City Manager for their consideration and determination.

H. Employees who are designated by the Fire Labor-Management Committee as
RBO/Labor Management Coordinators will be eligible for compensation from a bank
of 2,112 hours. These individuals, limited to no more than 11 employees, will work
with management on the priorities determined through the RBO (Relationships by
Objectives) process. These initiatives pertain to enhancing operational efficiencies,
service delivery, and improvements to employee safety and organizational
performance.

I. It is understood by the parties that the benefits granted by Section 2-2 of Article 2
shall not be interpreted or applied as requiring the employer to count as time worked
any hours or fractions of hours spent outside the employee's work shift in pursuit of
benefits provided by this Section. The employer shall count as paid leave any hours
or fractions of hours spent within the employee's regular work shift in pursuit of
benefits provided by this Section.

J. The City will provide the professional services of a secretary for the labor-
management process. The secretary will be assigned to the community affairs
division of the Phoenix Fire Department and will work at the direction of the Fire
Labor-Management Committee. The selection process for this position shall be
determined by the Fire Labor-Management Committee.




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K. In the interest of encouraging member total wellness and providing customer service
delivery, the City of Phoenix Fire Department and Phoenix Fire Fighters Association
Local 493 will develop a drug testing policy through the Fire Labor/Management
process. The drug testing program will be administered and managed by the Fire
Department.


Section 2-3. Productivity Discussions

A. Recognizing the need to provide the highest practical level of fire protection and
emergency medical service to the citizens of Phoenix, the City, Fire Department, and
Union, pledge to continue to work towards increasing the productivity of the Phoenix
Fire Department. In a continuing commitment towards increased productivity, the joint
Labor-Management Productivity Committee shall meet on a regular basis during the
term of the M.O.U. to discuss the development of structured productivity programs
within the Phoenix Fire Department.

B. The distribution of any demonstrated economic savings or other productivity
rewarding measures resulting from the implementation of productivity programs shall
be a proper subject for the Meet and Confer process pursuant to Ordinance G-3303.

C. It is understood by the parties that the benefits granted by Section 2-3 of Article 2
shall not be interpreted or applied as requiring the employer to count as time worked
any hours or fractions of hours spent outside the employee's work shift in pursuit of
benefits provided by this Section. The employer shall count as paid leave any hours
or fractions of hours spent within the employee's regular work shift in pursuit of
benefits provided by this Section.



Article 3: Compensation/Wages

Section 3-1. Wages

A. The economic value of ongoing total compensation increases will equal 4.5%. This
will be paid out as follows:

1. A 0.82% base wage increase effective the first full pay period in July 2023.
2. A $5.00/hr. “Nightwork Pay” (see Section 3-1.J)
3. An increase in the monthly contribution to the Employee Benefit Trust Fund
(see Section 5-10)
4. An expansion of the Tuition Assistance Program benefit (see Section 5-7).





Page 318
B. Additionally, Unit 5 employees will receive a non-continuous payment of
$3,979.00 for each Unit 5 employee to be paid out on the first full pay period in
August of 2023.

C. The City will complete a classification and compensation study before
December 31, 2023.

The City will evaluate the American Rescue Plan Act and will provide a (non-specified)
percentage of premium pay as allowed by the legislation and deemed appropriate by
the City Council, balancing the needs of the community and employees in their
development of a strategic plan for the ARPA funds. The strategic plan will follow
guidelines provided by the Department of Treasury. This language will expire at the
conclusion of the 2021-2023 MOU.

D. Employees assigned to, or assigned as rovers to, Special Operations Teams, canine
search specialists team, and the ARFF program team, and who have also achieved
and maintained the level of Technician, or equivalent, through specific training and
education, shall receive Special Ops Team pay. Members certified in both hazmat
(HMT) and technical rescue (TRT) and assigned to, or assigned as rovers to fill cross
trained positions on the heavy rescue squads and/or C-957 shall receive Bi-Tech
Team pay, which is the sum of HMT & TRT Special Ops Team pay combined.

An employee who is awarded a position on a team in this section shall receive their
Team Pay no later than 6 months, if the Fire Department has not offered the employee
a training spot in the required entry level Special Operations course within 6 months
of accepting their team position.

If Employees who are required to obtain dual technician certification (C957
Captains and employees assigned to heavy rescue squads) do not have either
team pay and employee has not been offered a training spot in the required
entry level Special Operations course within 6 months of accepting their
assignment, they will receive team pay for one of the two disciplines. If the
employee has one technical certification in good standing and is receiving team
pay, the member will receive assignment pay for the second discipline if the
employee has not been offered a training spot in the required entry level
Special Operations course within 6 months of accepting their team position.

E. Effective July 14, 2008, employees who meet the Fire Department’s linguistic skill
qualifications and become certified, shall receive a premium of $75.00 per month.

F. It is understood that the pay rates set forth in Attachment “A” are interpreted to be
specific with regards to steps, corresponding years of service and monthly salaries,
except that performance related items including, but not limited to, special merit
increases, special salary adjustments, demotions, assignment pay and extensions in
merit pay anniversary dates resulting from extended leave without pay, industrial and




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light duty assignments, and reinstatements may alter an employee’s step progression
and monthly salaries as indicated in Attachment “A.”

If an employee is not given his/her performance evaluation by the annual review date,
the employee may request his/her merit increase in writing by sending a memorandum
directly to the Human Resources Officer. If the performance evaluation is an overall
“met,” the request will be processed within 21 calendar days of submittal and will be
retroactive to the performance evaluation annual review date.

G. Employees assigned by the Fire Chief to staff assignments in authorized staff
positions (40 hours) will be entitled to 10% assignment pay if such assignment is to
exceed 2 consecutive pay periods, and shall continue to receive such assignment pay
for the duration of such assignment. This provision shall not apply to employees
attending recruit training or employees assigned to limited duty. Employees assigned
to authorized 40 hour staff assignments and who begin receiving staff assignment pay
shall also be eligible to continue all other current assignment pays provided all
required certifications are maintained. Employees assigned to limited duty shall
continue to receive holiday pay and FLSA/work week adjustments (Section 4-1,
Paragraph E, of Article 4) for the duration of their limited duty assignment, irrespective
of their actual work hours.

H. Employees assigned to any 40 hour staff positions shall receive 2 8 hour or 10 hour
professional development days per year depending on their schedule. The employee
shall decide the days and areas of development. These days shall be assigned
through the vacation signup process. No employee shall receive these days in addition
to the full amount of Local 493 days.

I. The Fire Department's 21-day pay schedule normally begins on C-shift Mondays. In
any leap year, ERSO, South Shift Command, Payroll and Local 493 will identify the
first and most appropriate "Payroll Monday" to switch to a leap year schedule. The
following is the schedule that will be utilized for the coming leap year in 2024:

• Friday, February 16, 2024 (C-Shift Works)
• Saturday, February 17, 2024 (A-Shift Works)
• Sunday, February 18, 2024 (B-Shift Works)
• Monday, February 19, 2024 (C-Shift would normally be scheduled, however,
C-Shift will be converted to A-Shift to coincide with the 21-day pay schedule
and resume the normal ABC shift rotation)
• Tuesday, February 20, 2024 (B-Shift Works)
• Wednesday, February 21, 2024 (C-Shift Works)

J. Effective the first full pay period in July 2023, Unit 5 employees shall be paid
Nightwork Pay of $5.00 per hour on all hours actually worked between 2200






Page 320
hours and 0600 hours. No employee shall receive the hourly Nightwork Pay
while on paid leave.

Nightwork Pay must be accounted for in base wage computations for the
purposes of any and all classification and compensation studies and
comparisons.

The parties agree to evaluate this program during the term of the 2023-24
M.O.U.


Section 3-2. Productivity Enhancement Pay

A. In recognition of the significant increase in service delivery and cost savings to the
implement the following Productivity Enhancement Pay formula for employees:

1. In November of each calendar year and June of each calendar year, employees
who have completed at least 7 years of continuous full-time service and who meet
the additional qualifications specified in Section 3-1A of Article 3 shall be paid
$80.00, pro-rated and included each pay period in the qualifying unit
member’s/employee’s regular pay check throughout the year, for each full year of
continuous full-time service in excess of 5 years, up to a semi-annual maximum
of $2,000.00, annual maximum of $4,000.00 at 30 years.

2. Employees on industrial leave shall qualify for this payment for only the first year
of the industrial leave. However, the entire period of industrial leave shall qualify
as continuous service when the employee returns to active employment.

3. Adjustments to payments will be made as soon as possible but no later than 30
days of the qualifying date.

B. An employee must have achieved the overall performance rating of "meets
standards" on his latest scheduled performance evaluation on file in the Human
Resources Department.

C. An employee who receives a below "meets standards" evaluation shall receive
another evaluation within 90 to 120 days, and if that evaluation is "meets standards,"
he will be eligible for Productivity Enhancement Pay starting with the next qualifying
date.


Section 3-3. Overtime

A. Employees who are assigned to be and are on duty beyond their scheduled work




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shift shall be compensated for such assigned overtime work at 1 ½) times their
regular rate, 56 hours or 40 hours, after the first 7 minutes of assigned and worked
overtime calculated to the nearest 1/4 hour.

B. Employees shall have the option of being paid in cash for overtime, or allow the
overtime to accrue as compensatory time up to a maximum of 168 hours for
employees working a 56 hour schedule, or 120 hours for employees working a 40
hour schedule.

C. Overtime compensation shall not be paid twice for the same hours worked.

D. Use of compensatory time shall be in conformance with the requirements of the Fire
Chief and shall take into consideration departmental scheduling and operational
factors.

E. Payment for time worked shall be in conformance with the requirements of the Fire
Chief and shall take into consideration departmental scheduling and operational
factors.

F. The provisions of Section 3-2 of Article 3 shall not apply where an employee is
assigned out-of-class to a non-Unit position.

G. Allocation and opportunities for overtime shall be discussed in the
Labor/Management process.

H. Fire department “peak time” rescues will only be staffed by employees on an overtime
basis. This item reflects an agreement between the Fire Department and the Union
in 1984 on the future staffing of the rescues. The increased work-load and
responsibility of the full time rescues was incented by agreement that there would be
overtime opportunities on peak time rescues. Further, the department was
reorganized through the RBO process in 1993 to enhance ALS and rescue
capabilities throughout the city. This reorganization included a pool of employees to
staff back rescues and guarantee that no new employee would have to work more
than 200 shifts on a rescue. Employees agreeing to be in this pool are then entitled
to work on the peak time rescues on an overtime basis when their name comes up
in a rotation.


Section 3-4. Call Out Pay

A. Call out time shall be at a minimum of 3 hours at 1 ½ times the employee’s regular
rate of pay, 56 hours or 40 hours depending on assignment, after the first 7 minutes
calculated to the nearest 1/4 hour. If a unit member/employee leaves a call out event
without authorization prior to the termination of the event, Section 3-2A of Article 3
shall not apply.




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B. The provisions of this Section shall not apply where an employee is assigned out-of-
class to a non-Unit position.


Section 3-5. Out-of-Class Pay

Pursuant to A.R. 2.201, 16 hours of out-of-class work on a shift for employees will
constitute a full shift of out-of-class assignment pay. There will be no out-of-class pay for
working less than 16 hours.

In order to qualify to be eligible to receive out-of-class assignment pay, employees must
complete 8 shifts of out-of-class assignment (16 hour minimum to constitute a full shift).
As an alternative for qualifying only, 192 hours of out-of-class assignment shall satisfy the
minimum qualifications required to become eligible for out-of-class pay. For the purpose
of the 192 hour qualifier, out-of-class hours must be in increments of no less than 7 hours.

Employees on a 40 hour schedule will complete 11 shifts, 6 hours minimum of out-of-
class assignment, to satisfy the minimum qualifications for out-of-class pay.


Section 3-6. Sick Leave Conversion at Retirement

The following benefit will apply:

A. Definitions

1. "Qualifying Hours" - The minimum number of accrued and unused sick leave
credits existing on the last day of service prior to retirement, which are necessary
before an employee can participate in the benefit program.

2. "Base Number of Hours" or "Base Hours" - The number of hours of accrued and
unused sick leave credits which are uncompensated under Section 3-4 of Article
4 which the City will compensate the employee.

3. "Base Hourly Rate" - The base hourly rate of pay being paid at the time of
retirement to the retiring employee who qualifies for participation in the benefit
program.

B. Benefit and Eligibility

1. An employee that has between 1 – 1,259 hours of sick leave remaining in their
sick leave bank at the time of retirement, or the 40 hour equivalent, shall be
eligible for payment of an amount of compensation equal to his/her base wage for
50% of their hours.





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2. An employee who has accumulated a minimum of 1,260 qualifying hours or more
of accrued and unused sick leave at the time of retirement, or the 40 hour
equivalent, shall be eligible for payment of an amount of compensation equal to
his/her base hourly rate for 65% of their sick hours.

3. An employee who has accumulated a minimum of 1,800 qualifying hours or more
of accrued and unused sick leave at the time of retirement, or 40 hour equivalent,
shall be eligible for payment of an amount of compensation equal to his/her base
hourly rate for 80% of their sick hours.

4. An employee who has accumulated a minimum of 2,400 hours, or the 40 hour
equivalent, or more of accrued and unused sick leave at the time of retirement
shall be eligible for payment of an amount of compensation equal to 100% of
his/her base hourly wage for all hours.

5. Effective July 1, 2014, and thereafter, an employee who has accrued at least 1286
hours for 56 hour members, or 919 hours for 40 hour employees, of unused sick
leave may elect to have 168 hours for a 56 hour unit member/employee, or 120
hours for a 40 hour unit member/employee paid out in a lump sum. Any unit
member/employee may only elect to exercise this benefit 3 times in their career,
and not more than one time in a fiscal year. Eligible employees may elect to buy
back their hours between July 1 and the last pay period in January each fiscal
year.

6. The payments described in numbers 1 through 5 above are not considered Final
Average Salary for purposes of pension calculations.

C. Administration

1. At the time of retirement or death of an active employee who is eligible for
retirement, the City's Employee Benefits Division, or such other individual or
agency as the City may designate, shall determine the employee’s eligibility and
the amount of accrued and unused sick leave to be compensated.

2. The employee shall verify in writing the computation of the Employee Benefits
Division.

3. In the event an employee’s eligibility for participation or the amount of
compensation is disputed, the dispute shall be submitted to the City Auditor for
resolution.








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Section 3-7. Deferred Compensation and Defined Contribution Plans

A. The City shall contribute an amount equal to 4.42% of each employee’s biweekly
gross pay to the City’s 401(a) Defined Contribution Plan. Pension contributions will
be made by both the City and the employee on the contributions.

B. At the employee’s separation, for either retirement or exiting the Deferred Retirement
Options Program, the employee’s sick leave payout amounts will be automatically
contributed into the City’s 401(a) plan. Any excess amount over the Internal Revenue
Code 401(a) plan contribution maximum limits will be automatically contributed into
the City’s 457(b) plan. Any portion of the excess amount that cannot be contributed
to the 457(b) plan because of Internal Revenue Code 457(b) plan contribution
maximum limits will be paid as taxable income. The 401(a) Plan Document as
approved by the Deferred Compensation Board will be the governing document.


Section 3-8. Non-Direct Payment of Compensation or Benefits

Various sections of this MOU contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit member/employee have been negotiated in
place of a direct payment and costed as part of the overall economic package. Examples
include: life insurance, long term disability insurance, leave payouts, member donated
release time, etc.



Article 4. Hours of Work/Working Conditions

Section 4-1. Hours of Work

A. The duty hours for employees assigned to Operations or Emergency Services,
excluding 40 hour staff assignments, shall continue to average 56 hours per week.
Shifts shall continue to be 24 hours in duration.

B. The work hours and schedule of employees assigned to an administrative staff
assignment (Non-Operations/56-hour schedule) shall be 5 8 hour days (excluding
authorized meal breaks), or 4 10 hour days (excluding authorized meal breaks) at the
discretion of the Fire Chief.

C. The work hours and schedule of employees assigned to the Fire Investigations
Section may only be mutually changed by the Fire Chief and the Union President
through the Labor-Management process. Fire Investigation employees will be




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assigned to one of two 40-hour schedules that may include a 4/10 or a modified A,
B, C shift schedule. All schedules will equal a 40-hour work week. All Fire
Investigators, regardless of schedule will be paid overtime at the 40-hour rate.

Fire Investigation employees assigned to the modified shift schedule will be required
to work on City paid holidays when their regular schedule shift occurs on that day.
Those employees required to work on a City holiday as a result of the shift schedule
will receive pay in lieu of time off. The Fire Department shall continue its long-standing
practice of using sworn Fire Captains as Fire Investigators.

The Fire Department will attempt to maintain staffing levels of the Investigations
Section, in order to provide for investigatory needs of the Department. Any future
proposed staffing level recommendations will be discussed through the
labor/management process. A maximum of one vacation shift will be allowed per shift
for those employees assigned to the modified A, B, C shift schedule, unless pre-
approved by department head or designee.

D. When an employee is required to change from one type of a schedule to another by
the Fire Department, the Department shall allow a minimum of 16 hours between
tours of duty.

E. The work week for employees on a 56 hour schedule shall be 53 hours. Employees
will continue to work the existing 56 hour schedule. Employees working the existing
56 hour schedule will be compensated as follows:

1. The first 53 hours will be paid at the base 56 hour rate.

2. The 54th hour will be paid at 1 ½ times the regular hourly rate.

3. The 55th and 56th hours will be paid at 2 times the base 56 hour rate.

F. Employees attending a Department Sponsored Training Programs or courses may
be placed on one of two optional training schedules, based upon Operational,
Training, and budgetary considerations:

Schedule 1. Employees may be placed on a 40-hour work week schedule and be
entitled to a 10% increase in pay in accordance with Section 3-1 (H) of this
Memorandum of Understanding. Employees shall be paid on a 40-hour work week
until completion of the respective Training Program. In the event an employee
attending the Training Program does not receive their regular Local 493 Days (as per
Section 3-1 (I) of this Memorandum of Understanding), any missed Local 493 Days
will be re-scheduled prior to the employee’s return to the Operations Division.

Schedule 2. Employees may remain on their normal Operations schedule (A, B, or
C Shift) and be provided paid Fire Department leave to attend the Training Program




Page 326
when their training is scheduled on shift. When members are required to attend
training on their days off, employees will be compensated at 1 ½ times their regular
rate for the hours they are in attendance. Compensation and Local 493 Days will
remain the same as any other employee assigned to a 56-hour work week. The
decision to utilize Schedule 1 or 2 will be discussed in a labor/management setting.

G. Each 56 hour unit employee shall receive 4 shifts off per year, referred to in this MOU
as Local 493 days. This will allow for an hours reduction without specifying a specific
number of hours in this reduction or reducing current rates of pay, FLSA, or hours
reduction pay as specified in Section 4-1, Paragraph E, of Article 4. The rotation
system shall be worked out between the Fire Chief and the Union President with the
consent of the Labor Relations Division. These Local 493 Days shall be awarded
based on total seniority as a sworn member of the Fire Department. Unit 5
employees may submit a request to work a Local 493 day. Management may
hire members to work a Local 493 day in the event the constant staffing
process is utilized to meet minimum staffing requirements. Employees who
work a Local 493 day must work the entire 24-hour shift and shall be
compensated at a rate of one and one-half (1½) times their regular rate of
compensation, in addition to their regular pay. Employees shall have the option
of being paid cash or allow the compensation to accrue as compensatory time
as governed by the current MOU.


Section 4-2. Shift Trades

Two (2) employees serving in the same classification may be granted the opportunity to
exchange shifts up to a maximum of 45 such exchanges per employee in a contract year.
Shift exchanges shall not qualify an employee for premium overtime payment and cannot
be repaid in any other form of compensation. All employees seeking shift exchanges
(AWRs) must be current with all certifications and required training before being approved
for the exchange. All shift exchanges are subject to the approval of the Fire Chief or
his/her designee and shall be in conformance with regulations issued by the Fire Chief.


Section 4-3. Filling Vacancies

The Fire Chief will endeavor to permanently fill vacancies in regular positions, that are
duly authorized to be filled, expeditiously within limitations imposed on him by
administrative and operational factors, and thereafter, consistent with applicable Civil
Service Rules, based on length of service by classification when fitness and qualifications
of interested employees for the particular vacancy are deemed to be equal by the Fire
Chief. When requested, departmental management shall indicate the reason why an
employee was or was not transferred into a vacancy as part of Labor-Management
Committee proceedings. "Vacancy" hereunder is defined as a regular opening in any
position created by death, retirement, dismissal, promotion, demotion, creation of a new




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regular position or transfer, provided, however, that with the filling of staff positions, all
applicants shall be considered, and the Fire Chief shall make the final determination.



Article 5. Benefits

Section 5-1. Health Insurance

A. The City and Union agree to maintain the current 80/20 split for health insurance for
both single and family coverage. If there is a rate increase or decrease in the second
year of this M.O.U., the City shall pay 80% of the new monthly contribution and the
employee will pay 20%.

B. In the event Congress or the State of Arizona passes legislation which considers the
amount the City contributes to health insurance premiums as imputed income, then
the City will consider such contribution as income to the employee.

C. The City shall provide the Basic Medical Reimbursement Plan (MERP) benefits to
MERP eligible Unit retirees and to those employees who are hired before August 1,
2007 and are eligible to retire no later than August 1, 2022 at no less than $202.00
per month. The City also contributes an additional $50 toward City retiree family
medical coverage; this credit is applied directly to the retiree’s premium deduction.
Any employee hired on or after August 1, 2007, regardless of years of service, may
qualify for a Post Employment Health Plan (PEHP) account.

D. Additional MERP amounts will be paid to eligible retirees for the following
categories:

RETIREE COVERAGE – RETIREE NOT ON MEDICARE
ADDITIONAL MERP AMOUNTS
Retiree or Survivor Retiree or Survivor
Retiree or Survivor
w/family coverage – with family coverage
Only NOT on
any dependent NOT – all dependent(s)
Medicare
on Medicare ON Medicare
HMO OR PPO
$105 $325 $210
COVERAGE



RETIREE COVERAGE – RETIREE ON MEDICARE
ADDITIONAL MERP AMOUNTS
Retiree or Survivor Retiree or Survivor
Retiree or Survivor w/family coverage – with family coverage
Only - ON Medicare any dependent NOT – all dependent(s)
on Medicare ON Medicare




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HMO OR PPO
$90 $195 $185
COVERAGE

These MERP amounts are what the City agrees to pay. It is solely at the discretion
of the City Manager to increase these amounts in the future.

E. No more than one time per calendar year, the City will provide Unit 5 mutually
agreed upon healthcare data within a reasonable time, once requested.


Section 5-2. Dental Insurance

A. The dental insurance plan shall consist of 80% payment of reasonable and customary
charges covered for preventive and diagnostic services, basic services, and major
services. The plan shall also include an orthodontia benefit providing for 80%
payment of reasonable and customary charges up to a maximum lifetime benefit of
$2,500.00 per person, maximum lifetime benefit increases to $4,000.00 per person
effective August 1, 2003. This plan is subject to the deductibles and limitations
contained in the contract between the dental insurance carrier and the City of
Phoenix. The City shall continue to pay 100% of the premium costs for single
employees for employees enrolled in the base dental HMO or PPO plan (employee
only coverage), and 75% of the premium costs for employees and their qualified
dependents (family coverage). Enrollment in prior City of Phoenix Dental Plans
counts towards major services time limit exclusions.

B. In the event Congress or the State of Arizona passes legislation that considers the
amount the City contributes to health insurance premiums as imputed income, then
the City will consider such contribution as income to the employee.


Section 5-3. Life Insurance

A. The City will continue the existing off the job and on-the job life and dismemberment
insurance coverage. The policy shall provide a benefit for each employee equal to
the member’s base annual salary. In addition, the City will continue the existing death
in the line of duty insurance of $75,000.00. Additionally, the City will provide to each
employee a $200,000.00 death benefit covering the employee’s commutation to and
from his City work location. This policy will cover the employee’s commute for up to
2 hours before his shift begins, and 2 hours after his shift concludes.

B. In the event of the death of an employee while commuting to or from his work location,
for a period of 2 hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. This policy will be
consistent with the payment of a supplementary commutation life insurance policy for
each employee.




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Section 5-4. Long Term Disability Insurance

The City will offer a long-term disability benefit for all full-time, regular unit
members/employees pursuant to A.R. 2.323 as may be amended (providing that such
amendments shall not be in conflict with the MOU). Employees who have been
continuously employed and working on a full-time basis for twelve consecutive months
are eligible to apply for long term disability coverage. After an established 90 calendar
day qualifying period, the plan will provide up to 66 2/3% of the employee's basic
monthly salary at the time disability occurs and continue up to age 75 for employees
who have been employed full-time for 36 months and one day. This benefit will be
coordinated with leave payments, industrial insurance payments, unemployment
compensation, social security benefits and disability provisions of the retirement plan.

Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than 30 months.


Section 5-5. Holidays, Vacations, and Donated Vacation Leave

A. Bank of Donated Leave

1. Each unit member/employee may complete a form to voluntarily donate vacation
leave time for a specified number of hours, not to exceed the maximum number
of hours as noted in Section 5-5, Subsection A, 3. These forms will be processed
on July 1, October 1, January 1, and April 1. The voluntary donation will continue
each subsequent year on the second paycheck in July, unless revoked by the
unit member/employee. This donated time is to be used by union officers and
representatives for Union-related activities as determined by the Unit 5 Union
President and Executive Board. It is recognized that all hours negotiated in lieu
of additional pay and benefits have been donated by the members of Unit 5 from
their bank of vacation leave. By filling out and submitting a voluntary donation
form, each unit member/employee is clearly and affirmatively consenting to the
donation of the stated number of hours from their bank of vacation leave.

2. The total hours donated by the members of Unit 5 will be considered the
maximum number of hours available for donated hours under Article 5, Section
5-5.

3. The maximum number of hours that may be donated by any Unit member is 100
hours per fiscal year.

4. Only members of Unit 5 may donate hours to the Unit 5 bank of hours; Unit 5
may only accept donated hours from Unit 5 members.






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5. No union member may use more than 120 hours of donated time during any one
pay period.

6. Donated time does count towards hours worked for overtime purposes.

7. Examples of work performed by representatives on member donated release in
support of the City include ensuring representation during administrative
investigations and grievance/disciplinary appeal meetings with management;
assisting unit members/employees in understanding and following work rules;
administering the provisions of the Memorandum of Understanding; organizing
and participating in charity functions within the greater Phoenix area to aid our
communities. Member donated release is also used for authorized
representatives to attend Union conferences, meetings, seminars, training
classes, and workshops so that representatives better understand issues such
as City policies and practices, conflict resolution, labor-management
partnerships, and methods of effective representation, or any other purpose
authorized by the President or Executive Board.

B. The City agrees to incorporate into the Memorandum the benefits provided under
Administrative Regulation 2.11 as amended, indicating the following holidays:

1. New Year's Day
2. Martin Luther King's Birthday
3. President's Day
4. Cesar Chavez Birthday (March 31)
5. Memorial Day
6. Juneteenth Day
7. Independence Day
8. Labor Day
9. Veteran's Day
10. Thanksgiving Day
11. Friday after Thanksgiving
12. Christmas Eve Day (6 hours for 56-hour employees and 4 hours for 40 hour
employees).
13. Christmas Day

Employees working a 56 hour schedule shall receive 12 hours pay or compensatory
time each holiday.

C. Employees will continue to receive holiday pay while on industrial leave.

D. Effective January 1, 1987, vacation accrual for employees with less than 5 years shall
be increased to 11.2 hours per month, or the 40 hour equivalent. Vacation accrual
for all other employees shall remain the same as currently authorized.





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E. Employees covered by this M.O.U. shall be permitted to sell back up to 80 hours total
per M.O.U. year of accrued vacation leave to the City at the employee's regular
straight-time hourly rate. This benefit shall not exceed a total of 80 hours and may
be used as follows: 40 hours on the last pay period in November and/or May of each
M.O.U. year. Employees will only be permitted to sell back an amount of accrued
vacation hours that would not result in their total bank of hours to drop below 150 or
210 hours, depending upon the work schedule.

F. Effective July 1, 2014, and thereafter, an employee who has accrued at least 312
hours, or 223 hours for 40 hour employees, may elect to have 252 hours of vacation
for a 56 hour unit member/employee or 180 hours of vacation for a 40 hour unit
member/employee paid out in a lump sum or converted into their comp bank. Any
unit member/employee may only elect to exercise this benefit 4 times in their career,
and not more than one time in a fiscal year. This payment is not considered Final
Average Salary for purposes of pension calculations. Eligible employees may elect
to buy back their hours between July 1 and the last pay period in January each fiscal
year.

G. Employees may donate accrued vacation leave to other City employees who are on
medical leave and who have exhausted all of their paid leave based on guidelines
contained in A.R. 2.144, with the understanding that no employee shall receive more
than 12 months of donated time.

H. Employees who have less than 40 hours vacation may buy up to 120 hours personal
leave. The cost of the personal leave shall be 110% of the employee’s base hourly
rate. Such personal leave use and purchase shall not impact positively or negatively
on the employee’s pension or any other benefits.

I. On the second paycheck in July 2019, and every year thereafter, every unit
member/employee will receive 8.5 hours of vacation time, in addition to their other
accruals, added to their vacation leave. This benefit will continue in perpetuity until
otherwise agreed upon in good faith, by Unit 5 and the City, through the Meet and
Confer process.

J. Military Leave

Pursuant to ARS 26-168, ARS 38-610, and A.R. 2.39, employees who are
members of the Arizona National Guard or the Reserves of the United States
Armed Forces, will be entitled to a leave of absence from their duties for a period
not to exceed 30 days in two consecutive years when they are engaged in ordered
annual training or to attend camps, maneuvers, formations, or armory drills under
orders of any branch, including the reserve or auxiliary. A day is defined as a shift
of work.






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Section 5-6. Uniforms

A. In lieu of the $135.00 per employee per year amount which was previously paid by
the City to the Fire Department for additional uniform items, employees will now
receive an equivalent annual uniform allowance amount of $129.75. Payment of this
uniform allowance will be made on or about August 1 of each MOU year. Such
payment will be made to cover the cost of uniforms, maintenance, and cleaning of
such uniforms.

B. New employees will receive the entire annual uniform allowance within 30 days of
the time they are directed to wear and maintain a uniform. The second uniform
allowance, received at the start of the next fiscal year, will be equal to 1/12 of the
annual uniform allowance for each month of the preceding fiscal period, starting with
the first month the employee was directed to wear and maintain a uniform, to the start
of the new fiscal year.

Prior to entering the Fire Academy, the Fire Department will furnish all new Firefighter
Recruits with the following:

• 3 long sleeve red shirts
• 3 short sleeve red shirts
(Recruits can select any combination of the long and short sleeve shirts noted
above – not to exceed a total of six red shirts)
• 3 pair of blue fatigue pants
• 5 blue physical training (PT) shorts
• 1 pair of blue sweatpants
• 1 red sweatshirt (seasonally dependent)
• 1 belt
• 1 pair of OSHA/ANSI approved work boots; and,
• All necessary PPE’s required to participate in Fire Academy functions.

The Fire Department will provide a full Class A dress uniform upon successful
completion of the Fire Academy and promotion to Firefighter to include the following:

• 1 approved Class A dress jacket complete with patches and full fitment
• 1 approved Class A dress shirt complete with patches and full fitment
• 1 pair of approved Class A dress pants
• 1 approved Class A dress hat
• 1 approved Class A dress tie
• 1 approved Class A belt
• 1 approved Class A pair of shoes
• All approved hardware required (badges/pins etc.) to complete the approved
Class A dress uniform; and,
• All necessary PPE’s required to participate in field functions.




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Additionally, any Captain RTO (Recruit Training Officer) or Firefighter Mentor
(Firefighter or Engineer) assigned to the Recruit Training Academy will be provided
a full Class A uniform (one time purchase) if the member has not already purchased
one.

Upon promotion to Fire Engineer or Fire Captain, the Fire Department will provide a
full Class A uniform to include the following:

• 1 approved Class A dress jacket complete with patches and full fitment
• 1 approved Class A dress shirt complete with patches and full fitment
• 1 pair of approved Class A dress pants
• 1 approved Class A dress hat
• 1 approved Class A dress tie; and,
• All approved hardware required (badges/pins etc.) to complete the approved
Class A dress uniform.

The Fire Department will provide a Class A uniform to the Unit 5 member as a “one
time only” purchase based upon whichever qualifying criteria previously listed is
initially met. Until all Unit 5 members have been provided a Class A dress uniform
by the Fire Department, no additional Class A dress uniforms will be issued to
members who have already received the benefit. Labor and Management will
continue to discuss funding options for additional Class A dress uniforms and the
implementation plan for the new uniform language outlined above.

Labor and Management will meet to discuss an implementation plan for the new
uniform language outlined above.

C. Employees who leave Department employment shall repay to the City the uniform
allowance equal to 1/12 of the annual allowance per month for each month remaining
in the fiscal year after the last day of the month in which the separation occurs.
Provided, however, that employees who retire after August 31 will not be requested
to repay any uniform allowance.

D. An employee who has been on extended leave (paid or unpaid) of 2 months or longer
shall have the next annual uniform allowance reduced by 1/12 of the annual
allowance for each month of extended leave.


Section 5-7. Tuition Reimbursement

A. Employees who participate in the Tuition Assistance Program shall be eligible for
tuition reimbursement pursuant to the following provisions:

1. The maximum sum reimbursable to employees each fiscal year shall be $6,500.





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2. To be eligible for any reimbursement, employees must have successfully
completed academic or training courses approved in advance by the Fire Chief
and the Human Resources Director and meet the requirements of A.R. 2.51 as
may be amended, provided such amendments are not in conflict with the M.O.U.

3. Unit members shall be allowed to use up to $1000.00 of their
reimbursement benefit for job-related seminars, workshops, and
professional memberships each fiscal year.


Section 5-8. Wellness, Health and Fitness

A. For each employee, the City of Phoenix shall contribute $2.00 per month to a fitness
fund to maintain and purchase fitness equipment for fire stations which has been
charged against Unit 5’s contract. The Fire Department will also contribute $2.00
each month per member to the fitness fund. The fund will be maintained by the City
and Fire Administration. The Health and Fitness labor management committee shall
oversee the funds and purchase equipment after reviewing input from all Fire
Department personnel.

B. The Phoenix Fire Department Honor Guard is a professional organization that
represents the Fire Department at official events, memorial services, and fire fighter’s
funerals. Through the work of the United Phoenix Fire Fighters Association, a
registered 501c-3 non-profit association (ID#866053047), the Honor Guard provides
public education and community service. . In order to help pay for the expenses
incurred by the Honor Guard members in the performance of their duties, the
City will contribute twenty-five thousand dollars ($25,000.00) into a fund for
each M.O.U. year. The President of the Union or his designee will manage this
fund. The City Auditor Department may conduct annual audits of this fund. Any
payments not adequately supported by the documentation of expenses will be
returned to the fund by the Fire Union.


Section 5-9. Worker’s Compensation

A. Employees who agree to participate in the Fire Department's health centers
consultation and rehabilitation programs shall continue to receive 100% of their
current rate of pay while off-duty due to an industrial injury based on current practice
which is a maximum of 1 year per injury, thereafter the rate becomes 66-2/3%.

B. If there is a disagreement in treatment between the Fire Department physician and
the employee's physician, the (2 physicians shall agree on a third physician whose
decision shall be the final authority. Employees who refuse to adhere to the above
conditions shall only receive 66-2/3% based on current state law and the current
maximum monthly rate allowed. If an employee receives 66-2/3%, he/she may use




Page 335
sick leave, vacation, or compensatory time to make up the difference between 66-
2/3% and 100%.

C. Should the Union believe that a dispute in jurisdiction is unduly delaying a Worker’s
Compensation claim, or if the Union believes the City needs to provides greater
assistance to an employee trying to reopen an old claim, the Union may request a
meeting with City Worker’s Compensation staff (provided the involved employee
signs a release to do so) and such meeting will be scheduled within 14 calendar days.

D. The City will first attempt to use physicians from specialty lists created by City of
Phoenix Pension Boards for Independent Medical Examinations for employees in
Unit 5 (represented by Phoenix Fire Fighters Association Local 493).

E. Family and Medical Leave Act (FMLA) leave shall not run concurrent with leave paid
as industrial injury/illness (e.g. Workers’ Compensation).


Section 5-10. Employee Benefit Trust Fund

A. Effective July 1, 2023, the existence of the Employee Benefit Trust Fund is
continued for the term of this Memorandum of Understanding. The City will
contribute $68 per employee, per month, ($31.385 per pay period) into the Fund for
the purpose of providing a monthly stipend to retirees to apply to the costs of their
health and/or dental insurance, a funeral expense benefit for employees and
retirees, and such other benefits as may be lawfully provided, as determined in
the discretion of the Trustees. The City's contribution will be matched by a $29
per pay period to the same fund made by each employee.

B. The Trust Fund shall be managed and administered by a Board of five (5) Trustees
selected as follows:

1. Two (2) Trustees shall be appointed by the City Manager;
2. Two (2) Trustees shall be appointed by the Phoenix Fire Fighters Association,
Local 493; and
3. One (1) Trustee, who shall serve as Chairperson, shall be selected by the four
(4) appointed Trustees specified above.

C. The Trust Fund shall be invested in prudent, protected investments in compliance
with applicable law. The Trustees may seek such outside, independent advice and
consultation as they shall deem appropriate.

D. The Fund Trustees may adopt such rules and regulations for their Plan of Benefits
as they deem appropriate and are authorized to secure a formal trust instrument. The
trust instrument and any amendments thereto, must be specifically approved by the
City Manager and the Union before they can become effective.




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E. Sums contributed to the Trust Fund shall be tracked with each employee being
assigned a notional account which records the contributions made by such
employee. All amounts in the Fund, together with any earnings thereon, shall
be available for distribution as specified in the rules and regulations of the Plan
of Benefits adopted by the Trustees. The Trustees shall have authority,
consistent with their duties as Trustees, to amend the Plan of Benefits from
time to time, including the authority to reduce or suspend benefit levels if
required by the level of funding available. In no event will any benefit specified
at any time in the Plan of Benefits be considered non-forfeitable. Benefits may
be insured by a contract of insurance, but there is no liability upon the City, the
Union or the Board of Trustees or its constituent members to provide benefit
payments over and beyond the amounts in the Fund collected and available for
such purpose.

F. Any Fund participant who separates from the bargaining Unit prior to retirement, or
who promotes out of the Unit shall receive an amount equal to all of his or her or her
contributions to the Fund, plus interest based on the average annual interest earned
by the Fund, but shall receive no other benefits and have no other claim on the Fund.
Notwithstanding the foregoing, the Trustees may: (1) permit participants who
promote out of the Unit to continue participation until retirement; and (2) permit
participants who have severed employment to be reinstated in the Fund; either
upon such terms and conditions as the Trustees may require.

G. Upon the death of any employee or retiree, the Fund will provide a benefit to assist
with funeral expenses in an amount to be determined by the Trustees. The Fund
Trustees may determine to provide to a surviving spouse of a deceased
employee or retiree a monthly stipend for application to the cost of their
health/dental insurance.

H. The Trustees shall prepare a booklet describing the Plan of Benefits for
circulation to employees and retirees, and shall prepare and circulate, in like
manner, a summary of any modifications made to the Plan of Benefits during
the term of this Memorandum of Understanding.

I. If the Trust Fund is terminated for any reason, undistributed funds shall be distributed
to those individuals (whether active or retired) who contributed to the Fund. Such
distribution shall be pro rata based on the amount of the contribution of such
individuals to the Fund less any disbursements they have received under the Plan
of Benefits.

J. Payments to retirees from the Trust Fund shall be in addition to current City
contributions to retiree health insurance premiums.







Page 337
Article 6. Miscellaneous

Section 6-1. Saving Clause

A. If any Article or Section of this Memorandum should be held invalid by operation of
law or by a final judgment of any tribunal of competent jurisdiction, or if compliance
with or enforcement of any Article or Section should be restrained by such tribunal,
the remainder of this Memorandum shall not be affected thereby. In the event the
decision of the court in Cheatham, et al v. Gordon, is stayed, reversed, vacated or
otherwise not given effect in whole or in part, by any court, then the City agrees to
meet and confer within 30 days of said ruling with Unit 5 to resolve any additional
issues resulting from the ruling of the court. The basis for negotiations will be the
document dated April 13, 2014, Proposed Unit 5 Addendum.

B. It is recognized by the parties that the provisions of the Fair Labor Standards Act are
currently applicable to certain of the wage and premium pay provisions of this M.O.U.,
and that this M.O.U. shall be administered in compliance with the FLSA for so long
as the Act is applicable.

C. Nothing contained in the Memorandum shall preclude the parties from being in
compliance with the requirements of the Americans with Disabilities Act.


Section 6-2. Printing of M.O.U.

Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors, and Suppliers), as may be amended.
Printing of the M.O.U. shall be done by a Union printer only.


Section 6-3. Fire Watch

A. Whenever a Fire Department employee is required by the Fire Marshal or requested
by a private party, to perform a fire watch, standby, or other associated duties for Fire
Code compliance, such opportunities shall first be offered to Unit
members/employees. Such work shall be offered to those members that are suitably
qualified and who volunteer for such duty during their off-duty hours within a rotation
system approved by the Fire Chief after consultation with the Union. In the event that
no employee accepts such work, or in case of emergency, such work shall be offered
to qualified non-Unit employees. It is understood that the rate of payment shall be at
1 ½ times the employee’s base 40 hour rate, except in cases where non-Unit
employees are utilized in which case payment shall be at 1 ½ times the non-Unit
employee’s base 40 hour rate. For purposes of Section 6-3, Article 6 only, the terms




Page 338
"qualified" is defined as follows:

1. "Qualified" shall mean any employee of the Fire Department who is familiar with
the Fire Code and has successfully completed the Fire Watch training program
provided by the Department.

2. “Emergency” shall mean any fire watch situation that cannot be pre-scheduled.

Section 6-4. Term and Effect of Memorandum

A. This Memorandum shall remain in full force and effect commencing with the
beginning of the first regular pay period in July 2023, up to the beginning of the first
regular pay period commencing in July 2024.

B. Except as expressly provided in this Memorandum, the City shall not be required to
meet and confer concerning any matter, whether covered or not covered herein to
take effect during the term or extensions thereof.

C. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions. Throughout the term of this Memorandum, the City and the union may
jointly decide to participate in Labor-Management meetings to discuss items of
mutual interest on an as-needed basis.

D. It is intended by the parties hereto that the provisions of this Memorandum shall be
in harmony with the rights, duties, obligations and responsibilities which by law
devolve upon the City Council, City Manager, Fire Chief, and other City boards and
officials, and these provisions shall be interpreted and applied in such manner.

E. The Union recognizes the powers, duties and responsibilities of the Fire Chief as set
forth in the Charter and Ordinances and that pursuant thereto the Fire Chief has the
authority to establish rules and regulations applicable to the operation of the Fire
Department and to the conduct of the employees and officers employed therein,
subject to the express provisions of this Memorandum.

F. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with
the Meet and Confer proceedings resulting in the Memorandum is precluded from
initiating any further meeting and conferring for the term thereof relative to matters
under the control of the Fire Chief, the City Council or the City Manager.








Page 339
IN WITNESS WHEREOF, the parties have set their hands this
____ of May, 2023


_________________________________________________________________
Bryan Willingham, President, Phoenix Fire Fighters Association Local 493


_________________________________________________________________
Jason Perkiser, Assistant Human Resources Director


________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix


ATTEST:


_________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED AS TO FORM:


_________________________________________________________________
City Attorney, City of Phoenix



Local 493 Team: City of Phoenix Team:
Bryan Willingham, President Jason Perkiser, Assistant HR Director
Ben Lindquist Mark Gonzales, Assistant Fire Chief
Ed Beuerlein Tim Gammage, Battalion Chief
Tim West Mike Molitor, Deputy Chief
Eric Kalkbrenner Chris Healey, Deputy Chief
Tim Gammage Jr. Brianna Aceves, Admin. Assistant II
Gabe Orosco Jennifer Flaherty, Secretary, (Scribe)
Scott Crowley
Brian Moore








Page 340
ATTACHMENT A
HOURLY PAY RATES



HOURLY PAY RATES

56 HOUR 40 HOUR

Effective Effective
July 10, 2023 July 10, 2023

HOURLY HOURLY
FIREFIGHTER STEP STEP
RATE RATE
Upon Graduation
1 1
from Academy
6 Months
After Graduation 2 2
from Academy
1 ½ Years
After Graduation 3 3
from Academy
2 ½ Years
After Graduation 4 4
from Academy
3 ½ Years
After Graduation 5 5
from Academy
4 ½ Years
After Graduation 6 6
from Academy
5 ½ Years
After Graduation 7 7
from Academy
6 ½ Years
After Graduation 8 8
from Academy
7½Years
After Graduation 9 9
from Academy








Page 341
56 HOUR 40 HOUR

Effective Effective
July 10, 2023 July 10, 2023

FIREFIGHTER HOURLY HOURLY
STEP STEP
PARAMEDIC RATE RATE
Fire Fighter upon
assignment as a 21 21
Paramedic
Fire Fighter
Paramedic after one 22 22
year
Fire Fighter
Paramedic after two 23 23
years
Fire Fighter
Paramedic after 24 24
three years
Fire Fighter
Paramedic after four 25 25
years


HOURLY HOURLY
FIREFIGHTER SO STEP STEP
RATE RATE
Firefighter at Step 1
31 31
upon assignment
Firefighter at Step 2
32 32
upon assignment
Firefighter at Step 3
33 33
upon assignment
Firefighter at Step 4
34 34
upon assignment
Firefighter at Step 5
35 35
upon assignment
Firefighter at Step 6
36 36
upon assignment
Firefighter at Step 7
37 37
upon assignment
Firefighter at Step 8
38 38
upon assignment
Firefighter at Step 9
39 39
upon assignment








Page 342
56 HOUR 40 HOUR

Effective Effective
July 10, 2023 July 10, 2023

FIREFIGHTER HOURLY HOURLY
STEP STEP
SO/PARA RATE RATE
Firefighter
Paramedic at Step 51 51
21 upon assignment
Firefighter
Paramedic at Step 52 52
22 upon assignment
Firefighter
Paramedic at Step 53 53
23 upon assignment
Firefighter
Paramedic at Step 54 54
24 upon assignment
Firefighter
Paramedic at Step 55 55
25 upon assignment

FIREFIGHTER HOURLY HOURLY
STEP STEP
HMT &TRT RATE RATE
Firefighter at Step 1
61 61
upon assignment
Firefighter at Step 2
62 62
upon assignment
Firefighter at Step 3
63 63
upon assignment
Firefighter at Step 4
64 64
upon assignment
Firefighter at Step 5
65 65
upon assignment
Firefighter at Step 6
66 66
upon assignment
Firefighter at Step 7
67 67
upon assignment
Firefighter at Step 8
68 68
upon assignment
Firefighter at Step 9
69 69
upon assignment








Page 343
56 HOUR 40 HOUR

Effective Effective
July 10, 2023 July 10, 2023

FIREFIGHTER HMT HOURLY HOURLY
STEP STEP
&TRT/PARA RATE RATE
Firefighter
Paramedic at Step 81 81
21 upon assignment
Firefighter
Paramedic at Step 82 82
22 upon assignment
Firefighter
Paramedic at Step 83 83
23 upon assignment
Firefighter
Paramedic at Step 84 84
24 upon assignment
Firefighter
Paramedic at Step 85 85
25 upon assignment


HOURLY HOURLY
ENGINEER STEP STEP
RATE RATE
Engineer upon
1 1
promotion
Engineer six months
2 2
after promotion
Engineer one and ½
years after 3 3
promotion


ENGINEER HOURLY HOURLY
STEP STEP
PARAMEDIC RATE RATE
Engineer upon
21 21
assignment
Considered for
increase on 22 22
anniversary date








Page 344
56 HOUR 40 HOUR

Effective Effective
July 10, 2023 July 10, 2023

HOURLY HOURLY
ENGINEER SO STEP STEP
RATE RATE
Engineer upon
31 31
assignment
Considered for
increase on 32 32
anniversary date

ENGINEER HOURLY HOURLY
STEP STEP
SO/PARA RATE RATE
Engineer upon
51 51
assignment
Considered for
increase on 52 52
anniversary date

ENGINEER HOURLY HOURLY
STEP STEP
HMT &TRT RATE RATE
Engineer upon
61 61
assignment
Considered for
increase on 62 62
anniversary date

ENGINEER HOURLY HOURLY
STEP STEP
HMT&TRT/PARA RATE RATE
Engineer upon
81 81
assignment
Considered for
increase on 82 82
anniversary date

HOURLY HOURLY
CAPTAIN STEP STEP
RATE RATE
Captain upon
8 8
promotion
Captain after 1 year 9 9
Captain after 2
10 10
years





Page 345
56 HOUR 40 HOUR

Effective Effective
July 10, 2023 July 10, 2023

CAPTAIN HOURLY HOURLY
STEP STEP
PARAMEDIC RATE RATE
Captain upon
21 21
assignment
Considered for
increase on 22 22
anniversary date
Considered for
increase on 23 23
anniversary date


HOURLY HOURLY
CAPTAIN SO STEP STEP
RATE RATE
Captain upon
31 31
assignment
Considered for
increase on 32 32
anniversary date
Considered for
increase on 33 33
anniversary date


HOURLY HOURLY
CAPTAIN SO/PARA STEP STEP
RATE RATE
Captain upon
51 51
assignment
Considered for
increase on 52 52
anniversary date
Considered for
increase on 53 53
anniversary date








Page 346
56 HOUR 40 HOUR

Effective Effective
July 10, 2023 July 10, 2023

CAPTAIN HMT HOURLY HOURLY
STEP STEP
&TRT RATE RATE
Captain upon
61 61
assignment
Considered for
increase on 62 62
anniversary date
Considered for
increase on 63 63
anniversary date


CAPTAIN HMT HOURLY HOURLY
STEP STEP
&TRT/PARA RATE RATE
Captain upon
81 81
assignment
Considered for
increase on 82 82
anniversary date
Considered for
increase on 83 83
anniversary date


Progression through these steps shall be in accordance with established regulations and
the City's Pay Ordinance. It is understood that any time a member is promoted to another
classification or assigned as a firefighter paramedic and is within a pay classification
range, the member will proceed to the next higher step upon promotion or assignment.








Page 347
ATTACHMENT B
VACATION CARRYOVER

With the reinstatement of vacation buy back in FY 2021-2022, vacation carryover will be
the established maximum plus 240 hours (or the 56-hour equivalent). In FY 2022-2023,
the vacation carryover will be the established maximum plus 160 hours (or the 56-hour
equivalent). In FY 2023-2024, the vacation carryover will be the established
maximum plus 120 hours (or the 56-hour equivalent).








Page 348



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Item text
ACFR, Fed Single Audit and Other Audits - Amendment (Ordinance S-49618)

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 145008 with Forvis, LLP, to extend the contract term. Further request to
authorize the City Controller to disburse all funds related to this item. The additional
expenditures will not exceed $3,230,225.

Summary
This contract will provide annual audit services by external auditors as required by
Phoenix City Charter and Code and other audits, as needed. The extension will
provide consistency and continuity in response to changes in Governmental
Accounting Standards and the continued need for ongoing accounting of American
Rescue Plan Act (ARPA) funding through 2026.

Contract Term
Upon approval the contract will be extended through June 30, 2028.

Financial Impact
Upon approval of $3,230,225 in additional funds, the revised aggregate value of the
contract will not exceed $6,540,965. Funds are available in various department
budgets.

Concurrence/Previous Council Action
The Audit Committee:
• Recommended approval of this item on Jan. 17, 2017.

The City Council previously reviewed this request:
• Financial Audits, 145008, Ordinance S-43235 on Feb. 15, 2017;
• Financial Audits, 145008, Ordinance S-44629-0042 on June 6, 2018;
• Financial Audits, 145008, Ordinance S-44902-0063 on Aug. 29, 2018;
• Financial Audits, 145008, Ordinance S-48373 on March 22, 2022;

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the City Auditor
Department.


Page 349



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Item text
Auditing and Consulting Services - MCC180241 - Amendment (Ordinance S-
49584)

Request to authorize the City Manager, or his designee, to allow additional
expenditures under Contract 150616 with Eide Bailly LLP; Contract 150617, Berry,
Dunn, McNeil & Parker, LLC; Contract 150635, MGT of America Consulting, LLC;
Contract 150640, Heinfeld, Meech, & Co.; Contract 150641, REDW, LLC; Contract
150642, Myers and Stauffer LC; and Contract 150660 with Clifton, Larson, Allen, LLP,
for the purchase of auditing and consulting services for the Information Technology
Services (ITS) Department in support of various Citywide departments. Further request
to authorize the City Controller to disburse all funds related to this item. The additional
expenditures will not exceed $300,000.

Summary
These contracts will provide external expertise for auditing and consulting services.
ITS, in support of maintaining Citywide Payment Card Industry (PCI) compliance, is
utilizing an external auditor to obtain a PCI-certified Qualified Security Assessor to
perform services required for PCI Data Security Standards (DSS). Compliance with
PCI DSS is mandated by the payment card industry in order for the City to process
payment card transactions. Services will include, but are not limited to, a report on
compliance, a gap analysis, an analysis of the existing PCI structure, and assistance
to the City in providing guidance and recommendations on improving current
processes.

This item has been reviewed and approved by the Information Technology Services
Department.

Contract Term
The contract terms remain unchanged, ending on May 31, 2024.

Financial Impact
Upon approval of $300,000 in additional funds, the revised aggregate value of the
contracts will not exceed $1,790,700. The additional funds are needed to continue PCI
services while ITS enters into new agreements. Funds are available in the Information
Technology Services Department's budget.


Page 350


Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Ordinance S-45691 on June 5, 2019;
• Ordinance S-47336 on March 3, 2021;
• Ordinance S-47892 on Aug. 25, 2021; and
• Ordinance S-48836 on July 1, 2022.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




Page 351



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Item text
Public Communication Equipment and Services Contract - COOP 23-053 -
Request for Award (Ordinance S-49569)

Request to authorize the City Manager, or his designee, to enter into a cooperative
participating agreement with Motorola Solutions, Inc., to provide citywide public
communications equipment under the cooperative established by the State of Arizona
under solicitation number ADSPO19-00008376. City Council previously awarded
participating agreements to multiple vendors under this cooperative. Motorola
Solutions, Inc. was not included at that time as the City was still in negotiations with
them. Funds previously authorized by the City Council to vendors under the
cooperative may be applied to this agreement and funds requested herein may be
applied to the other cooperative participating agreements. Further request to authorize
the City Controller to disburse all fund related to this item. These additional
expenditures will not exceed $23,200,000.

Summary
This contract will provide public communication equipment, including two-way radios,
digital microwave terminals, land mobile radio base station antennas, radio dispatch
consoles, microwave antennas, back-up batteries, prefab communications shelter and
services to support Information Technology Services Department and departments
citywide. Radios for the Fire, Police and Aviation departments are on a replacement
cycle, for which this contract will serve as a mechanism to procure radios as needed.
Equipment and services purchased under this agreement are critical for public safety
communications in the region.

Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of an approved Determination Memo based on the following reason:
Special Circumstances Alternative Competition. The State of Arizona consolidated
various cooperative agreements into one large cooperative contract providing a wide
variety of communication equipment and services. Consolidation of these
cooperatives decreases contract administration efforts. These agreements were
awarded through a competitive process consistent with the City's procurement
processes as set forth by Phoenix City Code Chapter 43. Utilization of the State
cooperative allows the City to benefit from statewide government pricing and volume


Page 352

discounts than what would otherwise be obtained by an individual entity because of
the collective volume of potential purchases by numerous local government entities.

Contract Term
The contract will begin on or about April 1, 2023 and expire on May 14, 2026.

Financial Impact
Upon approval of the $23,200,000 in additional funds, the revised aggregate value of
the contract will not exceed $41,752,000. Funding is available in various departments'
budgets.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
Authorizing the initial contracts and expenditures, Ordinance S-47466, April 21, 2021.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




Page 353



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Acceptance of a Quit Claim Deed from Maricopa County for Real Property Along
the North Side of Hatcher Road at Carol Avenue (Ordinance S-49568)

Request for the City Council to accept a quit claim deed from the Maricopa County
Board of Supervisors for real property along the north side of Hatcher Road at Carol
Avenue; further ordering the ordinance recorded.

Summary
The real property, identified by Maricopa County Assessor parcel number 157-21-
030H, is approximately 7,172 square feet and is encumbered by a roadway easement.
The property was partially improved with the Carol Avenue access road from Hatcher
Road, a cul-de-sac, and a public sidewalk. The remainder of the site is a large
unimproved landscape median separating the access road and cul-de-sac.

The Water Services Department agreed to accept the property by quit claim deed for a
fee of $300, paid to the county at the time the request for purchase was submitted.
Water Services staff plans to improve and maintain the landscape median. The
Maricopa County Board of Supervisors held the title to the property in the interest of
the State of Arizona under a Treasurer’s Deed and conveyed the property to the City
by quit claim deed, under Maricopa County recording number 20230061410. There are
no additional costs related to this acceptance. The roadway portion of the property will
be dedicated via separate recording instrument.

Location
Along the north side of Hatcher Road at Carol Avenue.
Council District: 3

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the Water Services
and Finance departments.




Page 354



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Acceptance and Dedication of Right-of-Way Abandoned by Arizona Department
of Transportation Resolution 2023-01-A-001 (Ordinance S-49572)

Request for the City Council to accept and dedicate to public use right-of-way
abandoned by Arizona Department of Transportation Resolution 2023-01-A-001;
further ordering the ordinance recorded.

Summary
The right-of-way is no longer needed by the Arizona Department of Transportation
(ADOT) for state transportation purposes. The City will accept jurisdiction, ownership,
and maintenance responsibilities, subject to appurtenant, existing access control,
which shall remain intact and under ADOT control. Costs of the additional maintenance
are not significant.

A map depicting the right-of-way can be found in Exhibit A to be recorded with the
ordinance. The ADOT Resolution was recorded with the Maricopa County Recorder on
Jan. 20, 2023, recording number 20230032753.

Location
East and west of State Route Loop 202, from 51st to 63rd avenues along Baseline
Road, Dobbins Road, Elliot Road and Estrella Drive.
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Street
Transportation and Finance departments.




Page 355



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Acceptance and Dedication of Easements and Deeds for Public Utility, Roadway,
Sidewalk and Shared Use Path Purposes (Ordinance S-49603)

Request for the City Council to accept and dedicate easements and deeds for public
utility, roadway, sidewalk and shared use path purposes; further ordering the ordinance
recorded.

Summary
Accepting the property interests below meets the Planning and Development
Department's Single Instrument Dedication Process requirement prior to releasing any
permits to applicants.

Easement (a)
Applicant: A Day to Remember LLC, its successor and assigns
Purpose: Public Utility
Location: 8035 N. 43rd Ave.
File: FN 230023
Council District: 1

Deed (b)
Applicant: Maricopa County Community College District, its successor and assigns
Purpose: Roadway
Location: South 59th Avenue and Southern Avenue
File: FN 220116
Council District: 7

Easement (c)
Applicant: Wilshire Apartments LLC, its successor and assigns
Purpose: Sidewalk
Location: 1844 N. 83rd Ave.
File: FN 230024
Council District: 7

Deed (d)
Applicant: Buckeye 59, LLC, its successor and assigns


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Purpose: Roadway
Location: 5858 W. Watkins St.
File: FN 220034
Council District: 7

Easement (e)
Applicant: Buckeye 59, LLC, its successor and assigns
Purpose: Shared Use Path
Location: 5858 W. Watkins St.
File: FN 220034
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development and Finance departments.




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Item text
Acceptance of Easements for Drainage Purposes (Ordinance S-49606)

Request for the City Council to accept easements for drainage purposes; further
ordering the ordinance recorded.

Summary
Accepting the property interest below meets the Planning and Development
Department's Single Instrument Dedication Process requirement prior to releasing any
permits to applicants.

Easement (a)
Applicant: United EM Holding, Inc., its successor and assigns
Purpose: Drainage
Location: 777 W. Alameda Road
File: FN 220054
Council District: 1

Easement (b)
Applicant: Buckeye 59, LLC, its successor and assigns
Purpose: Drainage
Location: 5858 W. Watkins St.
File: FN 220034
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development and Finance departments.




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Item text
Acceptance of a Traffic Control Easement at the Northeast Corner of 18th Street
and McDowell Road (Ordinance S-49586)

Request for the City Council to accept a traffic control easement from Hamid Mazen H.
and Asad M. Jada; further ordering the ordinance recorded.

Summary
The permanent easement for a traffic signal modernization project was donated by
Hamid Mazen H. and Asad M. Jada, as husband and wife, as community property with
right of survivorship. The approximately 93-square-foot traffic control easement is
located at the northeast corner of 18th Street and McDowell Road within Maricopa
County Assessor's parcel number 117-13-108A and is more fully described in the legal
description to be recorded with the ordinance.

Location
Northeast corner of 18th Street and McDowell Road.
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Street
Transportation and Finance departments.




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Item text
Grant of a Public Utility Easement on City-owned Property near Tatum Boulevard
and Jomax Road (Ordinance S-49573)

Request the City Council to grant a public utility easement for consideration of $1
and/or other valuable consideration, for the installation of an underground distribution
electrical line on City-owned property for Well 312 in the Arizona Public Service
Company service area and ordering the ordinance recorded.

Summary
This public utility easement is more fully described in the legal description ("Easement
Premises") recorded with the ordinance and will be granted to all public service
corporations and telecommunication corporations (collectively "Grantee") providing
utility service to the property located near Tatum Boulevard and Jomax Road in
perpetuity, so long as the Grantee uses the Easement Premises for the purposes
herein specified, subject to the following terms and conditions:

A. Grantee is hereby granted the right to construct, reconstruct, replace, repair,
operate and maintain utility facilities together with appurtenant fixtures for use in
connection therewith (collectively "Grantee Facilities") to, through, across and
beyond Grantor's property within the Easement Premises. Subject to the notice
requirements provided in paragraph "I," Grantee shall at all times have the right of
full and free ingress and egress to and along the Easement Premises for the
purposes herein specified. Grantee acknowledges and accepts that Grantee shall
share the Easement Premises with other Grantees and shall use such Easement
Premises with other Grantees in accordance with and consistent with industry
standards and customs for shared use. Grantor agrees to coordinate the location of
Grantee's Facilities within the Easement Premises and to pay costs for relocation of
Grantee's Facilities as provided in paragraph "F."
B. Grantor shall not locate, erect or construct, or permit to be located or erected or
constructed, any building or structure within the limits of the Easement Premises.
However, Grantor reserves all other rights, interests, and uses of the Easement
Premises that are not inconsistent with Grantee's easement rights herein conveyed
and which do not interfere with or endanger any of the Grantee Facilities.
Notwithstanding the foregoing, Grantor shall not have the right to lower by more
than one foot or raise by more than two feet the surface grade of Easement


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Premises without the prior written consent by the Grantee whose facilities will be
affected by the change of elevation.
C. Grantee shall not have the right to use the Easement Premises to store gasoline or
petroleum products, hazardous or toxic substances, or flammable materials;
provided however, that this prohibition shall not apply to any material, equipment or
substance contained in, or a part of, the Grantee Facilities, provided that Grantee
must comply with all applicable federal, state and local laws and regulations in
connection therewith. Additionally, the Easement Premises may not be used for the
storage of construction-related materials or to park or store construction-related
vehicles or equipment except on a temporary basis to construct, reconstruct,
replace, repair, operate or maintain the Grantee Facilities.
D. Grantor shall maintain an appropriate three-foot clear area around all edges of all
equipment pads for Grantee Facilities in addition to a clear operational area that
extends 12 feet immediately in front of all transformer or switching cabinet
openings, within the Easement Premises. No obstruction, trees, shrubs, fixtures or
permanent structures shall be placed or permitted by Grantor within said areas.
Grantee is hereby granted the right to trim, prune, cut, and clear away trees, brush,
shrubs or other obstruction within said areas.
E. Grantee shall exercise reasonable care to avoid damage to the Easement Premises
and all improvements thereon and agrees that following any work or use by Grantee
within the Easement Premises, the affected area, including without limitation, all
pavement, landscaping, concrete and other improvements permitted within the
Easement Premises pursuant to this easement will be restored by Grantee to as
close to original condition as is reasonably possible, at the expense of Grantee.
F. Grantor reserves the right to require the relocation of Grantee Facilities to a new
location within Grantor's property; provided however, that: 1) Grantor pays the
entire cost of redesigning and relocating existing Grantee Facilities to the new
location; and 2) Grantor provides Grantee with a new and substantially similar
public utility easement at no cost to Grantee. After relocation of Grantee Facilities to
the new easement area, Grantee shall abandon its rights to use the Easement
Premises granted in this easement without cost or consequence to Grantor.
G. Each public service corporation and telecommunication services corporation as a
Grantee shall coordinate and work with other Grantees in the use of the Easement
Premises. In the event that a third party or other Grantee requests the relocation of
existing Grantee Facilities to a new location (whether or not) within the Easement
Premises, the requesting party shall pay the entire cost of redesigning and
relocating the existing Grantee Facilities.
H. Grantee shall not have the right to transfer, convey or assign its interests in this
easement to any individual, corporation or other entity without the prior written
consent of Grantor, which consent shall not be unreasonably withheld. Grantee
shall notify Grantor of any proposed transfer, conveyance or assignment of any


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rights granted herein at address listed below.
I. Except in emergencies or exigent circumstances such as service restoration,
Grantee agrees to contact Grantor at least one business day prior to Grantee's
entrance onto the Easement Premises where the Easement Premises are located:
1) on a site that includes Aviation Department facilities; 2) water and wastewater
treatment facilities; 3) Police Department headquarters located at 620 W
Washington St.; 4) Fire Department headquarters located at 150 S 12th St.; 5) City
Hall located at 200 W Washington St.; 6) City Court Building located at 300 W
Washington St.; 7) Calvin C. Goode Building located at 251 W Washington St.; 8)
Transit Operations Center located at 320 N 1st Ave. or West Transit Facility located
at 405 N 79th Ave.; or 9) in a secured or fenced area.

Location
Near Tatum Boulevard and Jomax Road.
Council District: 2

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the Water
Services and Finance departments.




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Item text
Release an Easement for Sidewalk Purposes and Rescind Dedication to Public
Use Authorized by Ordinance S-49462 (Ordinance S-49612)

Request authorization to terminate and release an easement for sidewalk purposes
that was recorded on March 2, 2023, in the office of the Maricopa County Recorder as
document number 2023-0105693. Additionally request that the City Council rescind the
City's acceptance and dedication of this easement pursuant to Ordinance S-49462
adopted March 1, 2023, and further order the Ordinance recorded.

Summary
The easement that affects the property located at 316 W. Broadway Road, was
submitted by the Planning and Development Department for acceptance and
dedication under FN 220114; however, requirements related to the Bureau of
Reclamation must be met prior to recordation and dedication of this easement. The
easement is identified as Easement (g) in Ordinance S-49462, more fully described in
the legal description recorded with this Ordinance.

All other acceptance and dedications set forth in Ordinance S-49462 will remain in
effect except as modified by this rescission.

Concurrence/Previous Council Action
Acceptance and Dedication of Easements and a Deed for Sidewalk, Public Utility and
Roadway Purposes (Ordinance S-49462) on March 1, 2023.

Location
316 W. Broadway Road, Maricopa County Assessor parcel number 113-07-120B.
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development and Finance departments.




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Item text
Amend Ordinance S-49471 for Acquisition of Real Property for Roadway
Improvements along 32nd Street from Cheryl Drive to Cholla Street (Ordinance S
-49608)

Request the City Council amend Ordinance S-49471 for authorization to acquire
additional real property and related property interests required for roadway
improvements along 32nd Street from Cheryl Drive to Cholla Street.

Summary
Ordinance S-49471 authorized acquisition of real property and related property
interests required for roadway improvements along 32nd Street from Cheryl Drive to
Cholla Street. Acquisition from a parcel that was not identified during preliminary
design is necessary to accommodate project construction. All other conditions and
stipulations previously stated in Ordinance S-49471 remain the same.

The additional parcel affected by this project and included in this request is identified
by Maricopa County Assessor's parcel number 165-03-015D located at 10220 N. 32nd
St.

Financial Impact
Funding is available in the Street Transportation Department's Capital Improvement
Program budget.

Location
Along north 32nd Street from Cheryl Drive to Cholla Street.
Council District: 3

Concurrence/Previous Council Action
The City Council approved the acquisition of Real Property for Roadway
Improvements along 32nd Street from Cheryl Drive to Cholla Street (Ordinance S-
49471) on March 1, 2023.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Street
Transportation and Finance departments.


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Outside Bindery Services - IFB 18-227 - Amendment (Ordinance S-49610)

Request to authorize the City Manager, or his designee, to execute amendments to
Contract 147545 with Pavlik Laminating, Inc. and Contract 147551 with MG Trust
Investments, LLC dba American Bindery & Mailing to extend the contract term. Further
request to authorize the City Controller to disburse all funds related to this item. No
additional funds are needed, request to continue using Ordinance S-44524.

Summary
The contracts will provide all labor, materials, equipment, transportation and other
services necessary to furnish the City Clerk Department with bindery services on an as
-needed basis. Additional time is needed to complete the new procurement and the
extension will allow for continuation of these crucial services supporting the
administrative functions of the City.

Contract Term
Upon approval the contract will be extended through May 14, 2024.

Financial Impact
The aggregate value of the contract will not exceed $105,000 and no additional funds
are needed.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Outside Bindery Services - Contracts 147545 and 147551 (Ordinance S-44524) on
May 2, 2018.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Item text
Statewide Foreign Language Interpretation and Translation Services - ADSPO 13
-00002842 - Amendment (Ordinance S-49615)

Request to authorize the City Manager, or his designee, to execute amendment to
contracts 147849 with AT Translators LLC, and 147848 with PCI & TS LLC to extend
contract term. Further request to authorize the City Controller to disburse all funds
related to this item. No additional funds are needed, request to continue using
Ordinance S-49131.

Summary
These contracts will provide in-person, telephone and written interpretation and
translation services on an as-needed basis. Interpreter and translation services are
provided during public, private and community meetings and events in addition to
emergency and non-emergency situations. A one-year extension will allow for
uninterrupted availability of services pending the completion of a new solicitation.

Contract Term
Upon approval the contracts will be extended through April 17, 2024.

Financial Impact
The aggregate value of the contracts will not exceed $897,109 and no additional funds
are needed.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Statewide Foreign Language Interpretation and Translation Services 147849, 147848
(Ordinance S-44495) on April 18, 2018;
• Statewide Foreign Language Interpretation and Translation Services 147849, 147848
(Ordinance S-46961) on Oct. 7, 2020;
• Statewide Foreign Language Interpretation and Translation Services 147849, 147848
(Ordinance S-49131) on Nov. 2, 2022.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.



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Item text
Law Technical Consulting Services - RFA 16-136 - Amendment (Ordinance S-
49617)

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 142939 with Scott Shipley, to extend the contract term. Further request to
authorize the City Controller to disburse all funds related to this item. The additional
expenditures will not exceed $100,000.

Summary
This contract will provide technical consulting services to the Law Department in
support of the Criminal Division's business systems and application. This extension is
for a one year period with an additional one year optional renewal.

Contract Term
Upon approval the contract will be extended through April 30, 2025.

Financial Impact
Upon approval of $100,000 in additional funds, the revised aggregate value of the
contract will not exceed $400,000. Funds are available in the Law Department’s
budget.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Law Technical Consulting Services 142939 (Ordinance S-42441) on April 20, 2016.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Law Department.




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SAP System Modernization - Requirements Contract - RFP 21-074 - Amendment
(Ordinance S-49630)

Request to authorize the City Manager, or his designee, to allow additional
expenditures under Contract 155443 with Labyrinth Solutions LLC, dba InvenioLSI for
the purchase of enhanced services, licensing, support, and maintenance for the
Finance Department to further support the existing SAP application and infrastructure.
Further request to authorize the City Controller to disburse all funds related to this
item. The additional expenditures will not exceed $3,000,000.

Summary
The City currently utilizes the SAP system for critical financial accounting and reporting
processes, procurement, accounts payables and receivables, grant management,
inventory management, and overall financial reporting and analytics. SAP has more
than 3,000 users across all City departments and interfaces with numerous other
Citywide systems and applications. The Finance Department has consolidated the
management of all SAP licensing, infrastructure, support and maintenance into one
contract with Labyrinth Solutions LLC, dba InvenioLSI. The additional expenditures will
allow for continued modernization upgrades to the SAP system in the areas of
accounts payables and receivables, travel management, treasury and debt
management, enhanced analytics and real estate accounting.

This item has been reviewed and approved by the Information Technology Services
Department.

Contract Term
The contract term remains unchanged, ending on Oct. 17, 2031, with an additional five
-year option to extend.

Financial Impact
Upon approval of $3,000,000 in additional funds, the revised aggregate value of the
contract will not exceed $43,000,000. Funds are available in the Finance Department’s
budget.




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Concurrence/Previous Council Action
The City Council previously reviewed this request:
• SAP System Modernization Contract 155443 (Ordinance S-47563) on May 19, 2021.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




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Item text
Spray Paint, Turf Paint, and Painting Supplies - IFB 18-175 - Amendment
(Ordinance S-49627)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 147166 with PPG Architectural Finishes, Inc., to extend the contract term.
Further request to authorize the City Controller to disburse all funds related to this
item. No additional funds are needed, request to continue using Ordinance S-44379.

Summary
This contract will provide various types of paint and painting supplies. The primary
departments utilizing this contract are Aviation, Parks and Recreation, and
Neighborhood Services. The requested products are critical for the maintenance and
operations of City-owned properties and facilities, and an extension is needed to allow
additional time to complete a new procurement process.

Contract Term
Upon approval the contract will be extended through March 31, 2024.

Financial Impact
The aggregate value of the contract will not exceed $1,350,000 and no additional
funds are needed.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Spray Paint, Turf Paint, and Painting Supplies, Contract 147166 (Ordinance S-44379)
on March 21, 2018.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




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Annual Expenditure Limitation Report Designee to Arizona Auditor General
(Resolution 22113)

Request City Council approval to designate Chief Financial Officer Kathleen Gitkin for
purposes of submitting the Fiscal Year (FY) 2022-23 and FY 2023-24 Annual
Expenditure Limitation Report (AELR) to the Arizona Auditor General on the governing
body's behalf.

Summary
Arizona Revised Statute 41-1279.07 (E) requires each county, city, town and
community college district to provide the name of the Chief Fiscal Officer that the
governing board designates to submit the current year's AELR on the governing body's
behalf each year. The FY 2022-23 designation is necessary to submit the current fiscal
year AELR to the Auditor General by July 31. The FY 2023-24 designation will align
the City with statutory timing requirements.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




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Pharmacy Benefit Management Services - RFP HR 22-001 - Request for Award
(Ordinance S-49593)

Request to authorize the City Manager, or his designee, to enter into a contract with
Elixir Rx Solutions, LLC to provide Pharmacy Benefit Management Services for the
City's eligible Employees, Non-Medicare Retirees and their eligible dependents.
Further request to authorize the City Controller to disburse all funds related to this
item. The total value of the contract will not exceed $215,000,000.

Summary
Elixir Rx Solutions, LLC will partner with the City and selected Health Plan Third Party
Administrators (TPAs) to find sustainable and affordable solutions to optimize the
pharmacy care experience of eligible plan participants while keeping costs contained.
Other services include efficient claims adjudication, quality customer service to include
dedicated onsite representative, Opioid Safety program, experience reporting, pass-
through network rates at retail reimbursements, and competitive discounts in all areas
to include Retail 30 and 90 days, Mail, Brand and Generic medications with
performance guarantees in place. The current contract with Elixir is set to expire Dec.
31, 2023.

This item has been reviewed and approved by the Information Technology Services
Department.

Procurement Information
RFP HR 22-001 was conducted in accordance with Administrative Regulation 3.10.
The Human Resources Department received nine proposals. The Notice of Solicitation
was emailed to 1,232 vendors registered in ProcurePHX and known vendors in the
pharmacy benefit manager health care industry.

The offers were scored using the following criteria: Qualifications, Experience and
References (250 points), Method of Approach (450 points) and Pricing (300 points).
Two of the nine offers received were deemed non-responsive. The evaluation occurred
by a five-person panel. The panel determined that three offers were within the
competitive range. Finalist presentations were conducted with all offers in the
competitive range, and Best and Final Offers (BAFOs) were conducted with two offers.


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After reviewing the BAFO response, it was the consensus of the evaluation committee
to recommend award to Elixir Rx Solutions, LLC. The BAFO resulted in an overall
reduction over the five year contract period of $8.4 million.

The consensus scores are as follows:

Caremark PCS Health, LLC: 879 points
Elixir Rx Solutions, LLC: 956 points
Express Scripts, Inc: 882 points
IngenioRx, Inc.: 860 points
Magellan Rx Management, LLC: 902 points
Navitus Health Solutions, LLC: 726 points
OptumRx, Inc.: 890 points

After reaching consensus, the evaluation committee recommends award to Elixir Rx
Solutions, LLC., as the highest scored, responsive and responsible offer most
advantageous to the City.

Contract Term
The five-year contract term shall begin on or about Jan. 1, 2024.

Financial Impact
The aggregate five-year contract value for these services shall not exceed $215 million
and will be paid by the City's Health Care Benefits Trust Fund. No General Funds are
needed.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.




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Resolution to Declare the Second Monday in October of Each Year as a
Designated City Holiday Known as Indigenous Peoples’ Day (Resolution 22111)

This item is a proposed Resolution for the City Council to declare the second Monday
in October of each year as a designated City holiday, beginning in 2023.

Summary
Indigenous Peoples' Day is a holiday to honor, recognize, and celebrate the traditions
and cultures of the indigenous communities that have lived in the Americas for
thousands of years.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Human Resources and
Law departments.




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Request Authorization to Disburse Tribal Gaming Grant Funds (Ordinance S-
49628)

Request to authorize the City Controller to further disburse tribal gaming grant funds
awarded to the Office of Environmental Programs from the Gila River Indian
Community for the Seeding Abundance and Growing Our Future project, to three
different partner agencies.

Summary
In 2021, the Office of Environmental Programs (OEP) submitted an application for
funding consideration to the Gila River Indian Community (GRIC) under the 2021
funding cycle. Staff requested $289,356 over three years for the Seeding Abundance
and Growing Our Future project, which provides equipment and training for consumers
located in food deserts to grow their own food, and develops new urban farmers
resulting in improved health as well as business and community engagement.

The project was selected for a three-year grant funding from GRIC in 2021. The
project will fund installation of up to 36 backyard gardens for Phoenix residents
experiencing food insecurity and living in food desert areas and provide education and
hands-on training for five urban agriculture fellows. The backyard garden program will
empower residents to grow healthy food in their own backyards to improve health,
promote physical activity, decrease food insecurity and hunger, and potentially
decrease household food budgets.

OEP is using the expertise of three local organizations experienced in growing food for
this project. Lehr Innovations, LLC (Lehr), NxT Horizon LLC (NxT) and Tiger Mountain
Foundation (TMF) collaborated on the GRIC grant application and were named as
partners to provide garden installation, training, operation and maintenance services.

Lehr is a Phoenix-based organization founded by Ed Williams, who invented the
Linking Ecosystems and Hardware for Regeneration Gardens system as a
sustainable, regenerative growing method for busy urban lifestyles.

NxT is a Phoenix-based organization founded by Dr. George Brooks, Jr., a nationally
recognized aquaponics expert.


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TMF is a Phoenix-based nonprofit organization whose mission is to empower
communities to better themselves through cultivating gardens.

Lehr, NxT, and TMF will install backyard gardens using aquaponics, growing produce
and protein (fish and shrimp), and raised beds. The systems chosen are cost-effective
and water-efficient growing methods and suitable for the Phoenix climate and growing
seasons. These systems will be installed for up to 32 residents living in the South
Mountain, Maryvale, Laveen, and Estrella Village planning areas. Applicants for the
program must meet eligibility criteria, such as low income and living within the
program's geographic boundary, with preference for applicants living in food deserts
and applicants that are Black, indigenous, or people of color. Homeowners or renters
(with written permission from landlord) will be provided with the gardening system of
their choice, which includes system installation, including equipment, materials,
supplies and labor, and gardening training throughout the 12-month program. Program
outreach materials, applications, and training materials will be provided in English and
Spanish.

Lehr will install eight raised-bed garden systems for a cost not to exceed $27,000; NxT
will install 12 aquaponics systems for a cost not to exceed $99,246, and TMF will
install 12 traditional raised bed garden systems for a cost not to exceed $74,592. The
systems include all materials, supplies, equipment, labor, and 12 months of on-call
training, maintenance, and repair services.

Contract Term
All agreements may be extended based on available funding; extensions may be
executed by the City Manager, or his designee.

Financial Impact
There is no budgetary impact to the City and no general funds are required. Entities
that receive gaming grants are responsible for the management of those funds.

Concurrence/Previous Council Action
Council approved the Gila River Indian Community Gaming Grants, Ordinance S-
47639 on June 16, 2021.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Office of Government
Relations.




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Item text
Award of Federal Housing Opportunities for Persons With AIDS Funding
(Ordinance S-49614)

Request City Council to grant authorization for the City Manager, or his designee, to
enter into contracts with Southwest Behavioral and Health Services and Area Agency
on Aging Region One, Inc. for the Housing Department’s federally funded Housing
Opportunities for Persons With AIDS (HOPWA) Program. Further request authorization
for the City Controller to disburse all funds over the life of the contracts. The total value
of the contracts will not exceed $24,036,268.

Summary
The City receives an annual allocation of federal HOPWA funds from the U.S.
Department of Housing and Urban Development (HUD). The City can utilize these
funds to provide housing and supportive services to households at or below 80 percent
of the Area Median Income (AMI) and have at least one member diagnosed with
human immunodeficiency virus (HIV) or acquired immunodeficiency syndrome (AIDS).

On Feb. 3, 2023, the Housing Department issued a Request for Proposals (RFP)
inviting sealed offers for the administration of HOPWA programs to include:
Transitional Housing and Supportive Services; Supportive Services for Tenant-Based
Rental Assistance (TBRA); Employment Services; Housing Advocacy; and Housing
Information Services.

Procurement Information
The RFP was available through the City’s website through March 6, 2023. A selection
committee comprised of two representatives from City departments and one
community representative evaluated the proposals on a 1,000-point scale based on
the following criteria:
· Experience and Qualifications
· Methodology, Design and Implementation
· Organizational Structure and Capacity

Contract Term
The City intends to enter into three-year contracts with the option to extend the



Page 377

agreements for two additional one-year periods that may be exercised at the discretion
of the City Manager or his designee. Contracts commence on July 1, 2023.

Southwest Behavioral and Health Services (SBH)
The agency has more than 30 years experience housing vulnerable populations. SBH
has been providing HOPWA-funded housing and supportive services since 1995.
Contracts for Transitional Housing and Supportive Services and Employment Services
will be awarded.

Area Agency on Aging Region One, Inc. (Care Directions)
The agency has provided services to adults diagnosed with HIV/AIDS for 30 years and
services through the HOPWA program since 1998. Contracts for Supportive Services
for TBRA, Housing Advocacy, and Housing Information Services will be awarded.

Financial Impact
The five-year aggregate estimated contract value is an amount up to $24,036,268,
which includes contractual increases of 20 percent for years two through five. There is
no impact to the General Fund. HOPWA is a federally funded program.

Location
HOPWA services are provided to residents in Maricopa and Pinal Counties.

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Housing
Department.




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Item text
Request to Increase Head Start Birth to Five and Child Care Partnership Funding
(Ordinance S-49576)

Request to authorize the City Manager, or his designee, to increase spending authority
under Ordinance S-46464, the Head Start Birth to Five and Early Head Start Child
Care Partnership Grant by $5,621,145 for the remaining one year of the grant (2023-
24) as approved by the Head Start Birth to Five Governing Board, and enter into or
execute all contracts, documents, and agreements and take all other action necessary
or appropriate to implement the Head Start Birth to Five and Early Head Start Child
Care Partnership grants subject to any necessary approval by the Head Start Birth to
Five Governing Board. Further request authorization for the City Treasurer to accept
and the City Controller to disburse all funds related to this item. There is no impact to
the General Fund.

Summary
The City of Phoenix Head Start Birth to Five Program provides comprehensive
education and social services to children and families at risk through two programs:
Early Head Start (0-3 years of age) serving 488 children and Head Start (3-5 years of
age) serving 2,963 children.

The term of the ordinance for the Head Start Birth to Five and Early Head Start Child
Care Partnership funding is from July 1, 2020, through June 30, 2024. Over the past
three years, the Head Start Birth to Five Program has received supplemental awards
from the federal government due to the coronavirus pandemic: $1,038,644 for the
Coronavirus Response and Relief Supplemental Appropriations (CRRSA) of 2021,
$4,129,122 for the American Rescue Plan Act (ARPA) of 2021 and $453,379 for
Quality Improvement for 2023. The additional funding has exceeded the original
estimated funding for the four-year period by $5,621,145.

Contract Term
The remaining year of the contract term is July 1, 2023, to June 30, 2024.

Financial Impact
The total grant funding for the ordinance will be no more than $173,194,982.44. There
is no impact to the General Fund.


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Concurrence/Previous Council Action
· City Council approved the four years of funding on March 18, 2020 (Ordinance S-
46464).
· The Head Start Birth to Five Policy Council recommended approval of this item on
March 13, 2023, by a vote of 21-0.

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services
Department.




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Item text
Authorization to Extend Contracts with Central Arizona Shelter Services and
Salvation Army (Ordinance S-49577)

Request to authorize the City Manager, or his designee, to amend the following
contracts: 156948 (Central Arizona Shelter Services), 157149 (Salvation Army -
Emergency Shelter), and 157150 (Salvation Army - Street Outreach) to extend the
term of the contracts through June 30, 2023. The aggregate value of the contracts will
remain unchanged and will not exceed $418,993. Further request to authorize the City
Controller to disburse all funds related to this item. Funding is available from the City’s
allocation of Community Development Block Grant (CDBG) Coronavirus Aid, Relief,
and Economic Security (CARES) Act funding. There is no impact to the General Fund.

Summary
Central Arizona Shelter Services (CASS) provides individuals in need with one-time
financial assistance to prevent or end homelessness. The one-time financial
assistance is used for homeless prevention, move-in cost support, travel assistance to
move in with family, and eviction prevention.

Salvation Army (Emergency Shelter) provides respite, basic needs, case management,
and other supportive services for families with children experiencing homelessness.
Each family receives free, nutritionally balanced, hot meal services each day and
access to free household materials such as laundry, hygiene items, diapers, and
household supplies.

Salvation Army (Street Outreach), through their Project H.O.P.E. program, provides
street outreach and engagement services to families experiencing street-based
homelessness by working strategically to place the most acute families into emergency
shelters. The program provides these families with basic needs such as food, hygiene
items, transportation, resources and referrals, and any other available material
assistance Salvation Army has to help support the family while they wait for an
opening at one of the emergency shelters.

Funding is used to prevent, prepare for, and mitigate the effects of the COVID-19
pandemic among individuals and/or families experiencing homelessness who are at
greater risk of exposure and susceptibility and to support additional homeless


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assistance and prevention activities to alleviate the impacts of COVID-19 within the
community.

Staff is requesting to extend these contracts to allow for additional time for CASS and
Salvation Army to expend funding. Contract amounts are as follows:

· CASS: $200,000
· Salvation Army (Emergency Shelter): $111,413
· Salvation Army (Street Outreach): $107,580

Contract Term
The term of the extension period for each contract will begin on or about May 1, 2023
and run through June 30, 2023.

Financial Impact
Funding is available from the CDBG CARES Act monies from the U.S. Department of
Housing and Urban Development. There is no impact to the General Fund.

Concurrence/Previous Council Action
The City Council approved Contracts 156948, 157149, and 157150 (Ordinance S-
48164) on Dec. 1, 2021.

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services
Department.




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Item text
Authorization to Enter into an Intergovernmental Agreement with Maricopa
County (Ordinance S-49580)

Request to authorize the City Manager, or his designee, to enter into an
intergovernmental agreement (IGA) with Maricopa County to accept funding to support
the acquisition costs of a forthcoming emergency shelter located at 2425 S. 24th St.,
Phoenix, AZ 85034 (Shelter). The total value of the IGA will not exceed $6.25 million.
Further request to authorize the City Treasurer to accept, and the City Controller to
disburse, all funds related to this item. The City will utilize the funding to assist
Community Bridges, Inc. in acquiring the property.

Summary
American Rescue Plan Act funding awarded to the City from Maricopa County will be
used to support the acquisition of the Shelter by Community Bridges, Inc. This Shelter
is currently being leased by Community Bridges, Inc. to provide bridge housing for
individuals experiencing homelessness as the service provider moves those
individuals to other types of housing or appropriate services. Supportive services will
also be provided at this Shelter to support long term success in individuals retaining
housing.

Contract Term
The term of the IGA will begin on or about March 22, 2023, and run through June 30,
2024, and may be extended up to two years, which may be exercised by mutual
agreement of the City and Maricopa County.

Financial Impact
The total value of the IGA will not exceed $6.25 million. Funding is available from
Maricopa County and will be budgeted in the Human Services Capital Improvement
Program. There is no impact to the General Fund.

Location
2425 S. 24th St.
Council District: 8




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Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services
Department.




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Item text
Authorization to Enter Into Contract with Community Bridges, Inc. (Ordinance S-
49597)

Request to authorize the City Manager, or his designee, to enter into contract with
Community Bridges, Inc. (CBI) to acquire real property located at 2425 S. 24th St.
Phoenix, AZ 85034 (Shelter). The total value of the contract will not exceed $12.5
million. Maricopa County and the City of Phoenix are each contributing $6.25 million in
American Rescue Plan Act (ARPA) funds toward this project. Further request to
authorize the City Controller to disburse all funds related to this item. There is no
impact to the General Fund. Funding is available through the City's allocation of ARPA
funds received from the federal government and is part of the Homelessness Projects
program.

Summary
CBI currently leases the Shelter and provides bridge housing and supportive services
to guests staying at the Shelter. Temporary lodging and appropriate services are
provided to individuals experiencing homelessness as the service provider moves
individuals into housing, with the end goal of ending their homelessness. Supportive
services are provided to support long term success in retaining housing.

Maricopa County and the City of Phoenix have joined efforts to provide funding in
support of CBI’s acquisition of the Shelter as an immediate solution to address the
growing number of unsheltered individuals in the downtown area.

Contract Term
The term of the contract will begin on or about May 1, 2023, through Dec. 31, 2024.

Financial Impact
The total value of the contract will not exceed $12.5 million. Funding is available from
the City's and County’s ARPA allocations. There is no impact to the General Fund.

Location
2425 S. 24th St.
Council District: 8



Page 385


Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services
Department.




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Item text
Authorization to Amend Contract with Maricopa County Community College
District - Route to Relief (Ordinance S-49613)

Request to authorize the City Manager, or his designee, to amend Contract 156343
with Maricopa County Community College District (MCCCD) Route to Relief to
increase funding by $5 million for a new contract total not to exceed $6.5 million and to
amend the scope of work to include tuition funding for eligible students. Further
request to authorize the City Controller to disburse all funds related to this item.

Summary
MCCCD’s Workforce and Economic Development Office and the individual colleges
within the District provide Phoenix residents with opportunities to advance in their
careers while addressing barriers to accessing training and employment, such as
childcare and transportation. Training, education and workforce navigation services will
be provided to Phoenix residents enrolled in an approved program at one of the
Maricopa County Community Colleges. The additional $5 million in funding will allow
MCCCD, and individual colleges within the District, to cover tuition costs for eligible
students. The City will reimburse the subrecipient for the cost of tuition for participants
enrolled in an American Rescue Plan Act (ARPA) approved training program at one of
the Maricopa Community Colleges. Individual community colleges within MCCCD may
submit invoices for tuition costs to be reimbursed, provided such community college
enters an appropriate agreement with the City for such purposes.

Contract Term
The contract term will remain unchanged, beginning Jan. 1, 2022, through Dec. 31,
2024.

Financial Impact
The initial authorization for Contract 156343 was for an expenditure not-to-exceed $1.5
million per Ordinance S-48163. The amendment will increase the authorization for the
contract by an additional $5 million for a new not-to-exceed total contract value of $6.5
million over the life of the contract.

There is no impact to the General Funds. Funding is available through the City’s
allocation of the ARPA funding received from the federal government and is under the


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City’s Workforce Wraparound Tuition Assistance/Apprentice Program category of the
strategic plan.

Concurrence/Previous Council Action
The City Council approved Contract 156343 for MCCCD (Ordinance S-48163) on Dec.
1, 2021.

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services
Department.




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Item text
Lyngsoe Systems Inc. Exterior Lockers Contract - EXC 22 - 137 - Request for
Award (Ordinance S-49575)

Request to authorize the City Manager, or his designee, to enter into a contract with
Lyngsoe Systems Inc., to provide exterior locker systems allowing 24 hour, seven day
a week access for customers to pick up and return items for the Library Department.
Further request to authorize the City Controller to disburse all funds related to this
item. The total value of the contract will not exceed $1,171,171.

Summary
This contract will provide for the installation of exterior lockers and configuration
services at the direction of the Library Department. The exterior smart lockers provide
24-hour contactless access for customers to retrieve reserved items at their
convenience by simply presenting their patron card to the built-in reader. The lockers
can also be used to return items to the Library. For Library staff, a staff interface will
allow for a quick and easy process of retrieving items and loading the exterior smart
lockers with new items. This system will integrate directly with the Library Department's
library system, Polaris, ensuring ease of use and current information updates.

This item has been reviewed and approved by the Information Technology Services
Department.

Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of an approved Determination Memo based on the following reason:
Special Circumstances Without Competition. Lyngsoe Systems Inc. is able to directly
integrate with the Library Department's primary business application, Polaris, which
will govern the use of the exterior smart lockers. The built-in communication
compatibility between Lyngsoe Systems Inc. and Polaris will allow for uninterrupted
seamless customer service by the Library Department. The Library Department will
be using American Rescue Plan Act (ARPA) funds, which requires the use of those
funds by the end of the fiscal year.




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Contract Term
The contract will begin on or about April 19, 2023, for a five-year term with no options
to extend.

Financial Impact
The total contract value will not exceed $1,171,171. Of the total contract value,
$865,000 will be provided by ARPA funds and $306,171 will be provided by operating
funds available in the Public Library Department's budget in the out years for software
maintenance.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Library
Department.




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Item text
Interactive Elements, Furnishings and Associated Services (Library Locations) -
RFA 18-292 - Amendment (Ordinance S-49605)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 147819 with Burgeon Group, LLC to extend the contract term. Further
request to authorize the City Controller to disburse all funds related to this item. No
additional funds are needed, request to continue using Ordinance S-44669.

Summary
This contract will provide initial design and build out of First Five Year interactive areas
in various Library locations and includes fixtures, furnishings, and inspection and repair
services. The interactive areas are dedicated, safe and engaging spaces within the
libraries for children from birth to age five and their families to play and learn. The
Library Department follows established early literacy research and practices in
designing the spaces for maximum effect and enjoyment. This extension will allow for
improvements at additional locations consistent with those efforts.

Contract Term
The current term of the contract expires in June 2023. Upon approval the contract will
be extended through June 14, 2028.

Financial Impact
The aggregate value of the contract will not exceed $2 million and no additional funds
are needed.

Concurrence/Previous Council Action
The City Council previously approved this request:
• Interactive Elements, Furnishings and Associated Services, Contract 147819,
Ordinance S-4469, June 15, 2018.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Library
Department.




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Item text
Safety Data Sheet Database Management Services - RFP 17-019 - Amendment
(Ordinance S-49616)

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 146267 with Kelleher, Helmrich & Associates, Inc. to extend the contract term
and allow additional expenditures to provide Safety Data Sheet (SDS) database
management services for the Office of Environmental Programs. Further request to
authorize the City Controller to disburse all funds related to this item. The additional
expenditures will not exceed $50,000.

Summary
This contract will provide a Contractor-hosted web-based Safety Data Sheet (SDS)
database including updates and maintenance for the Office of Environmental
Programs to manage safety data records of chemicals and products used citywide.
Access to the database is through an external link on InsidePHX and can be viewed by
all City employees. In the event of a workplace exposure to chemical products, City
employees can easily search the database and provide the correct SDS to emergency
and medical responders. The database is needed to meet the requirements of the
Occupational Safety and Health Administration's (OSHA) Hazard Communication
Standard. The extension of this contract and additional funds are needed to maintain
access to the database to ensure employee safety and compliance with OSHA
requirements and will allow for a new procurement to be completed without a lapse in
services.

This item has been reviewed and approved by the Information Technology Services
Department.

Contract Term
Upon approval the contract will be extended through April 30, 2024, with an additional
one-year option to extend through April 30, 2025.

Financial Impact
Upon approval of $50,000 in additional funds, the revised aggregate value of the
contract will not exceed $178,000. Funds are available in the Office of Environmental
Programs' budget.


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Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Safety Data Sheet Database Management Services (Ordinance S-43984) on Oct.
18, 2017; and
· Safety Data Sheet Database Management Services (Ordinance S-49067) on Oct.
12, 2022.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Office of
Environmental Programs.




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Item text
Playground and Outdoor Fitness Equipment, Site Accessories, Surfacing and
Related Products and Services - 2017001134 - Amendment (Ordinance S-49620)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 148081 with Playcore Wisconsin, Inc., dba Game Time to extend the contract
term and allow additional expenditures. Further request to authorize the City Controller
to disburse all funds related to this item. The additional expenditures will not exceed
$900,000. There is no impact to the General Fund. Funding is available through the
City's allocation of the American Rescue Plan Act (ARPA) received from the federal
government and is under the Phoenix Parks Improvements program of the strategic
plan.

Summary
This contract will support efforts to repair and replace current playground and outdoor
fitness equipment throughout the City. This contract will ensure that the department
can purchase a wide variety of new equipment to enhance and support the quality of
recreational programs and services that are provided to the residents of the City. This
contract will also be utilized for Parks and Recreation capital improvements serving
qualifying census tracts as approved by the City Council in the ARPA Strategic Plan.
The extension of this contract and additional funds are needed to continue these
essential department operations. The contract extension will also allow for a new
procurement to be completed without a lapse in services. The ARPA funding being
requested is to be used on ARPA projects.

Contract Term
Upon approval the contract will be extended through June 30, 2024. It includes an
option to extend through June 30, 2026.

Financial Impact
Upon approval of $900,000 in ARPA funds, the revised aggregate value of the contract
will not exceed $1,100,000. No General Funds are requested.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Playground and Outdoor Fitness Equipment, Site Accessories, Surfacing and


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Related Products and Services, Contract 148081 (Ordinance S-44491) on April 18,
2018.
· City Council approved the ARPA Second Tranche Strategic Plan allocating $2.9
million for Phoenix Parks Improvements on June 7, 2022.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation Department.




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Item text
Playground, Fitness and Related Equipment - 14X-BANG0220 - Amendment
(Ordinance S-49621)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 144992 with Dave Bang Associates, Inc., to extend the contract term. Further
request to authorize the City Controller to disburse all funds related to this item. No
additional funds are needed. Request to continue using Ordinance S-43468.

Summary
This contract will provide playground, fitness and related equipment used in the
Human Services Department Head Start Birth to Five Program and the Parks and
Recreation Department. The program provides comprehensive educational and
child/family development services to low-income families with children ages birth to
five years old. The program requires age appropriate playground structures that meet
health and safety licensing requirements. A one-year extension will allow for
continuous availability of services pending the completion of a new solicitation.

Contract Term
Upon approval, the contract will be extended through April 24, 2024.

Financial Impact
The aggregate value of the contract will not exceed $2.5 million and no additional
funds are needed.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Playground, Fitness and Related Equipment 144992 (Ordinance S-43468) on May
10, 2017.
· Playground, Fitness and Related Equipment 144992 (Ordinance S-44496) on April
18, 2018.

Responsible Department
This item is submitted by Deputy City Managers Gina Montes and Inger Erickson and
the Human Services and Parks and Recreation departments.



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Item text
Recreational and Playground Equipment, Accessories and Supplies - RFP
#030117 - Amendment (Ordinance S-49623)

Request to authorize the City Manager, or his designee, to execute amendments to
Contracts 147842 with Landscape Structures, Inc., and 147930 with Miracle
Recreation Equipment Company, to extend the contract terms and allow additional
expenditures. Further request to authorize the City Controller to disburse all funds
related to this item. The additional expenditures will not exceed $800,000.

Summary
These contracts will provide for the repair and replacement of current playground and
outdoor fitness equipment in various park locations throughout the City for the Parks
and Recreation Department. These contracts will ensure that the department can
purchase a wide variety of new equipment to enhance and support the quality of
recreational programs and services that are provided to the residents of Phoenix. The
extension of these contracts and additional funds are needed to continue these
essential department operations. The contract extension will also allow for a new
procurement to be completed without a lapse in services.

Contract Term
Upon approval, the contracts will be extended through Oct. 31, 2023.

Financial Impact
Upon approval of $800,000, the revised aggregate value of the contracts will not
exceed $6.8 million. Funds are available in the Parks and Recreation Department's
budget.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Recreational and Playground Equipment, Accessories and Supplies Contracts
147842 and 147930 (Ordinance S-44469) on April 18, 2018;
• Recreational and Playground Equipment, Accessories and Supplies Contracts
147842 and 147930 (Ordinance S-46181) on Nov. 20, 2019;
• Playground and Outdoor Fitness Products/Services Contract 147930 (Ordinance S-
48188) on Dec. 15, 2021.


Page 397


Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation Department.




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Item text
Fitness Equipment Purchase, Repair and Preventative Maintenance - MESC 17H-
GSRC-0930 - Amendment (Ordinance S-49624)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 147449 with Gym Source USA, LLC to extend contract term. Further request
to authorize the City Controller to disburse all funds related to this item. No additional
funds are needed. Request to continue using ordinance S-44490.

Summary
This contract will provide repair services and regularly scheduled preventative
maintenance of fitness equipment, as well as allowing the purchase of new fitness
equipment, on an as-needed basis. The Parks and Recreation Department operates
multiple community centers that provide City residents the use of various fitness
equipment, such as free weights and circuit weights, and miscellaneous cardio fitness
machines. It is imperative that the fitness equipment operate safely and according to
manufacturer specifications in order to provide core services to City residents. A one-
year extension will allow for continued availability of these crucial services pending the
completion of a new solicitation.

Contract Term
Upon approval the contract will be extended through May 14, 2024.

Financial Impact
The aggregate value of the contract will not exceed $150,000 and no additional funds
are needed.

Concurrence/Previous Council Action

The City Council previously reviewed this request:
• Fitness Equipment Purchase, Repair and Preventative Maintenance - 147449
(Ordinance S-44490) on April 18, 2018.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation Department.


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Parks and Recreation Department Park Activation Neighborhood Grant Program
(Ordinance S-49587)

Request authorization for the City Manager, or his designee, to create a Park
Activation Neighborhood Grant Program and enter into grant agreements with future
selected grantees. Further authorize the City Treasurer to accept and the City
Controller to disburse the funds for purposes of this ordinance. The total value of the
grant program will not exceed $500,000. There is no impact to the General Fund.
Funding is available through the City's allocation of the American Rescue Plan Act
(ARPA) from the federal government.

Summary
The Phoenix Parks and Recreation Department builds healthy communities through
parks, programs, and partnerships; and makes the City a better place to live, visit, and
play. Using the “Power of Parks” the department promotes health, wellness,
conservation, and social equity by providing the community with opportunities to
improve quality of life through access to local parks, recreation and cultural facilities,
sports programming, and open spaces.

The Phoenix area has experienced significant growth over the last decade and parks
have experienced increased usage by community members since the beginning of the
COVID-19 pandemic. As a result, the demand for activated parks and more structured
recreational opportunities has increased. Active parks play a vital role in meeting the
growing recreation needs of the community, while helping to deter negative activity in
parks.

Additionally, some Phoenix parks and facilities have experienced significant challenges
associated with illegal or negative behaviors. These behaviors include, but are not
limited to, drug use, violent crimes, theft, trespassing, vandalized and damaged park
property and equipment, excessive littering and debris, and misuse of park amenities.
Many of these behaviors can be disruptive and pose health and safety risks to the
surrounding community. They can also cause damage requiring costly repairs or
complete re-engineering of park amenities. These challenges have been exacerbated
by increased economic instability and hardship in many communities as a result of the
COVID-19 pandemic.


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As a part of efforts to address these challenges, the Parks and Recreation Department
has sought to activate park spaces to encourage positive behaviors and uses. These
efforts include, but are not limited to, purposeful capital investments in desired
amenities and activation through outdoor youth and adult sports programs, special
events, FitPHX programming, targeted park activation programming, Mobile
Recreation programming, and programming from partner organizations such as
ParkRx. Recognizing the importance of further activating parks the department
continues to maintain and seek new partnerships to assist with these efforts.

To assist with this, the department is seeking to utilize $500,000 in ARPA funds to
develop a neighborhood grant program to facilitate activation events and programming
in parks serving qualified census tracts and populations. This would provide additional
opportunities for park activation in communities most impacted by the COVID-19
pandemic. The Parks and Recreation Department would create a temporary ARPA-
funded position to develop and manage this program. Staff anticipate that it would take
approximately 60 days to recruit for and fill this position. The grant administrator would
develop this new grant program, which would be modeled after the existing
neighborhood grant application process currently administered by the Office of Arts
and Culture. Based on this existing grant program, it is anticipated that it would take
about six months for funds to be disbursed after the application process opens to the
public.

Financial Impact
Funding for this program will not exceed $500,000. There is no impact to the General
Fund. Funding is available through the City's allocation of the American Rescue Plan
Act (ARPA) from the federal government.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation Department.




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Item text
Authorization to Enter into Contracts for Firework Events (Ordinance S-49629)

Request to authorize the City Manager, or his designee, to execute contracts with
multiple vendors to provide fireworks display services and event activities for the Parks
and Recreation Department. Further request to authorize the City Controller to
disburse all funds related to this item. The aggregate value of the contracts will not
exceed $150,000.

Summary
Under the contracts, pyrotechnic entertainment and related activities will be provided
for Fourth of July events sponsored by the Parks and Recreation Department.
Anticipated events that provide firework displays at various locations throughout the
City include After Dark in the Park, Light Up the Sky and the Phoenix Fabulous Fourth.
Fireworks displays are presented for the benefit of City of Phoenix residents attending
Parks and Recreation Department Fourth of July events.

Procurement Information
A Request for Proposals process was completed on March 10, 2023; however, no
proposals were received. Therefore, in accordance with Administrative Regulation
3.10, a standard competition was waived as a result of approved Determination
Memos based on Special Circumstances without Competition.

Contract Term
The contract terms will be for the agreed upon events schedule for 2023.

Financial Impact
The combined total for any related contracts will not exceed $150,000. Funds are
available in the Parks and Recreation Department's Operating Budget.

Location
Council Districts: 1, 4 and 5

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation Department.


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Item text
Utility, Transportation and Golf Vehicles and Related Accessories, Equipment,
Parts and Services - EV2024-02 - Amendment (Ordinance S-49607)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 147236 with Club Car, LLC and DLL Finance, LLC to extend the contract
term. Further request to authorize the City Controller to disburse all funds related to
this item. The additional expenditures will not exceed $117,000.

Summary
This contract provides a lease agreement and maintenance of golf cart vehicles for
public use at municipal golf courses. This contract is necessary so the City can
continue leasing golf carts and maintain the current fleet. The contract is set to expire;
therefore, an extension is needed to ensure that City services are not interrupted
during the solicitation process.

Contract Term
Upon approval the contract will be extended through October 5, 2023.

Financial Impact
Upon approval of $117,000 in additional funds, the revised aggregate value of the
contract will not exceed $1,283,025. There are no General Fund expenditures related
to this contract. Funding is available in the Parks and Recreation Department’s Golf
Special Revenue Fund.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Utility, Transportation and Golf Vehicles and Related Accessories, Equipment, Parts
and Services Contract 147236 (Ordinance S-44408) on April 4, 2018.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation Department.




Page 403



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Item text
First and McKinley Streets Parcels Lease and Redevelopment - Authorization to
Issue Solicitation

Request City Council to authorize the City Manager, or his designee, to issue a
Request for Proposals (RFP) for the lease and redevelopment of City-owned property
at First and McKinley streets and to begin negotiations with the recommended
proposer.

Summary
The City owns parcels located in the Downtown Phoenix Redevelopment Area,
comprising approximately 65,300 square feet, or 1.49 acres, at the southwest and
southeast corners of First and McKinley streets (Site). The Site is zoned West Evans
Churchill within the Downtown Code. Currently, the western portion of the Site is
vacant and the eastern portion is leased to Arizona State University for parking.

With approval, staff will issue an RFP seeking offers for a compatible, infill, mixed-use,
dense, urban high-rise development of at least ten stories, with residential use and
true ground floor activation on the Site. Proposals must allocate a minimum of ten
percent of the total residential units as affordable housing and a minimum of ten
percent of the total residential units to workforce housing. Proposals that include
parking must offer creative and unobtrusive solutions. The RFP will encourage design
considerations and programmatic elements that support and enhance the arts
community along Roosevelt Row and require a project for the entire Site.

An appraisal of the Site is currently underway and will be completed prior to the RFP
issuance. Each proposer must provide a return to the City equal to or greater than the
appraised value and demonstrate successful completion of at least one mixed-use
development within the last seven years.

The RFP will include standard terms and conditions and other necessary
requirements, and will include the following evaluation criteria:
· Concept to Activate the Site (0-375 points).
· Return to the City (0-325 points).
· Proposer's Qualifications and Experience (0-300 points).



Page 404


If approved, the RFP will be issued later this year and will be open for at least 60 days.
Responsive proposals will be evaluated by a panel that includes City staff and
community representatives. Following negotiations with the recommended proposer,
business terms will be presented to the Economic Development and Equity
Subcommittee for review and recommendation, then to the full City Council for
approval.

Financial Impact
There is no impact to the General Fund as a result of this action.

Public Outreach
Staff presented to the Downtown Voices Coalition and Roosevelt Row Merchant
Association in Dec. 2022; to the Central City Village Planning Committee, Roosevelt
Action Association, and Evans Churchill Neighborhood Association Board in Jan. 2023;
and to the Evans Churchill Neighborhood Association in March 2023.

Location
The Site is located at the southwest and southeast corners of First and McKinley
streets and includes nine parcels (Assessor Parcel Numbers 111-43-007A, 111-43-
006A, 111-43-005A, 111-43-060, 111-43-059, 111-43-058, 111-43-063, 111-43-062, 111
-43-061).
Council District: 7

Previous Council Action
The item was recommended for approval by the Economic Development and Equity
Subcommittee at the March 22, 2023 meeting by a vote of 4-0.

Responsible Department
This item is submitted by Interim Deputy City Manager John Chan and the Community
and Economic Development Department.




Page 405



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Item text
1016 N. 2nd St. Parcel Disposition and Redevelopment - Authorization to Issue
Solicitation

Request City Council to authorize the City Manager, or his designee, to issue a
Request for Proposals (RFP) for the disposition and redevelopment of City-owned
property located at 1016 N. 2nd St. and to begin negotiations with the recommended
proposer.

Summary
The City owns 0.4 acres of land at 1016 N. 2nd St. (Site), located on the west side of
2nd Street, mid-block between Portland and Roosevelt streets. The Site was acquired
by the City in 2004 and is zoned Downtown Code - Evans Churchill West Character
Area. The Site currently contains a surface parking lot, which was licensed in January
2023 to Steel & Spark, LLC for the installation of the temporary Sparkbox
demonstration project. Staff is recommending issuance of an RFP for disposition and
redevelopment of the property to bring a permanent, urban, mixed-use development to
the Site.

The RFP will seek competitive proposals to bring appropriately dense development to
the Site consistent with the Downtown Code Form Based Zoning Ordinance. The
Zoning at this Site provides reduced setbacks and requirements for activating uses
facing the street. The Site is located two city blocks from Valley Metro Light Rail and
within Roosevelt Row. To capitalize on the Site’s location, the RFP will seek proposals
with space and design or programmatic elements that support the First Friday Artwalk
and the arts community along Roosevelt Row, along with accessibility to the public.

Prior to issuance of the RFP, an appraisal of the Site, which is currently underway, will
be completed. Each proposer will be required to offer a value equal to or greater than
the Site's appraised value and demonstrate successful completion of at least one
vertical development with at least three stories within the last seven years. Proposals
that include residential development will also be required to allocate at least 20 percent
of the totals units as affordable or workforce housing units.

The RFP will include standard terms, conditions and other necessary requirements,
and proposals will be evaluated according to the following criteria:


Page 406

· Concept to Redevelop the Site (0-375 points).
· Return to the City (0-325 points).
· Proposer's Qualifications and Experience (0-300 points).

Staff anticipates the RFP will be issued later this year and be open for at least 60 days.
Responsive proposals will be evaluated by a panel that includes City staff and
community representatives. Following negotiations with the recommended proposer,
business terms will be brought to the full City Council for consideration.

Financial Impact
There is no impact to the General Fund as a result of this action.

Public Outreach
This prospective RFP was presented to the following neighborhood groups on the
dates indicated below:
· Roosevelt Row CDC - Feb. 6, 2023.
· Downtown Voices Coalition - Feb. 11, 2023.
· Central City Village Planning Committee - Feb. 13, 2023.
· Evans Churchill Community Association - March 8, 2023.

Previous Council Action
The item was recommended for approval by the Economic Development and Equity
Subcommittee at the Feb. 22, 2023 meeting by a vote of 4-0.

Location
The Site includes three individual parcels (Assessor Parcel Numbers 111-36-029A, -
029B and -030) and is collectively referred to as 1016 N. 2nd St.
Council District: 7

Responsible Department
This item is submitted by Interim Deputy City Manager John Chan and the Community
and Economic Development Department.




Page 407



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Item text
Vacant Storefront Improvement Assistance Program (Ordinance S-49574)

Request to authorize the City Manager, or his designee, to implement the Vacant
Storefront Improvement Assistance Program (Program) and enter into agreements as
necessary with retail/commercial building owners (Owners), or their designees, to
provide financial assistance for public infrastructure improvements (Improvements).
Further request authorization for the City Controller to disburse all funds related to this
item. Funding for this program will not exceed $2 million. There is no impact to the
General Fund. Funding is available through the City's allocation of the American
Rescue Plan Act (ARPA) funding received from the federal government under the
City's Neighborhood Sustainability category.

Summary
Prior to the COVID-19 pandemic (Pandemic), the retail market was undergoing several
changes leading to a significant increase in retail vacancy. Disruptions such as
advances in shopping technology, retailers/brands that had become irrelevant, and
shifts in consumer spending behavior all served as a catalyst to a decline in brick-and-
mortar retail space occupancy. The Pandemic exacerbated the issues struggling
landlords were already experiencing as retailers were forced to close and further
change how they did business. Technology advances from e-commerce competitors
greatly affected businesses that did not have the technological advances or the
funding to pivot and compete with online retailers. Restrictions placed on in-person
shopping and services further constrained retailers dependent on their brick-and-
mortar spaces. These issues ultimately forced the permanent closure of many
businesses, resulting in a significant increase in citywide retail vacancy.

While the Phoenix market has experienced success in Pandemic recovery, premium,
minimally challenged and newer retail properties were among the first to be improved
and occupied. Challenged commercial retail properties and shopping centers in older,
under-served communities continue to experience prolonged vacancy. Many older
buildings are good spaces but cannot be used due to infrastructure requirements that
are not cost effective or site and building issues, such as no certificate of occupancy,
asbestos mitigation, or lack of sprinkler systems, which are required when repurposing
older retail buildings that do not have these features. For example, the work that
accompanies a fire sprinkler system includes an underground fire line, fire backflow


Page 408

preventer and a street tap. These are costly items that often deter redevelopment
efforts, resulting in prolonged retail vacancy; however, updates and improvements to
infrastructure can open up possibilities, as these items increase the allowable area of
occupancy without changing the building’s construction.

The Vacant Storefront Improvement Assistance Program aims to alleviate these
obstacles by providing financial assistance for public infrastructure improvements to
support the improvement and occupancy of vacant retail properties and the overall
safety of the surrounding community. This will allow retail building owners to remain
competitive with improved storefronts while revitalizing and beautifying the surrounding
community. Examples of potential public infrastructure items include:

· Sidewalk/street repairs
· Street lights
· Place making signage
· Landscape enhancements/improvements in the right-of-way
· Median installation
· Bus shelter enhancements/improvements
· Water/sewer line installation and/or extension
· Public art installation

The Improvements will either be scheduled for completion by the City's Street
Transportation Department (Streets), or other appropriate department(s), for
installation or an approved Owner may opt to complete the Improvement directly. Any
Improvements completed by an Owner must be in compliance with Planning and
Development, Streets and other associated department's standards. The
Improvements must comply with Arizona Revised Statutes Title 34. Performance and
timeline indicators will be put into place to ensure compliance with ARPA General
Rules.

Retail or commercial building owners located in the City who were impacted by the
Pandemic and meet one or more of the following eligibility criteria may qualify for the
Program:

· 25 percent revenue loss or 10 percent vacancy increase when comparing 2019 to
2020 and 2021; or
· Located in or immediately adjacent to a Qualified Census Tract; or
· Are an adaptive reuse development opportunity created by the Pandemic.

The maximum amount awarded per project will be approximately $250,000. An


Page 409

evaluation panel comprised of City staff will review each application for eligibility and
provide a recommendation for approval or denial. The panel will consider costs,
location, historic nature of the property, and community benefit. Each approved
applicant will enter into a contract with the City to outline the terms and conditions of
awarded funds.

Financial Impact
Total funding not to exceed $2 million. There is no impact to the General Fund.
Funding is available through the City's allocation of the ARPA funding received from
the federal government and is under the City's Neighborhood Sustainability category.

Concurrence/Previous Council Action
This item was presented and adopted as part of the American Rescue Plan Act
Second Tranche Strategic Plan by the City Council at the April 12, 2022 and June 7,
2022 Policy Meetings.

Responsible Department
This item is submitted by Interim Deputy City Manager John Chan, Deputy City
Manager Alan Stephenson and the Community and Economic Development
Department.




Page 410



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Item text
Text Amendments to Phoenix City Code Chapter 10A - Phoenix Convention
Center (Ordinance G-7102)

Request for City Council to adopt text amendments to Phoenix City Code Chapter 10A
Phoenix Convention Center to remove unnecessary definitions, to clean up use
agreement rules, remove section 10A-4, 10A-7, 10A-8, and 10A-9, establish a rental
rate and policy schedule and other general administrative updates.

Summary
Ordinance G-4675 adopted by City Council Feb. 16, 2005, repealed Chapter 10A in its
entirety, with the exception of Section 10A-5. Section 2 (Attachment A) of said
ordinance adopted a new Chapter 10A. Formerly said chapter pertained to Civic Plaza
and derived from Ordinance G-3066 and Ordinance G-3161. Subsequently, Ordinance
G-4872, subsection 4-13, adopted March 7, 2007, amended Chapter 10A, in its
entirety.

The Ordinance related to this item amends Chapter 10A of the City Code by updating
and/or removing definitions, adding rental rates and policy schedule to section 10A-2
Directors Authority. Updating section 10A-3 to remove unnecessary items. It removes
section 10A-4 Use Agreement rates which subsequently become the Rental Rate and
Policy Schedule. Updates section 10A-6 changing the term cancellation fee to
liquidated damages, and other minor corrections, sections 10A-7 and 10A-8 have been
removed and are addressed through the contracting process. Section 10A-9 has been
removed as it becomes part of the Rental Rate and Policy Schedule. Further, it
removes any mention of the Executive Conference Center, updates language from City
to Licensor and client to Licensee and other minor grammatical updates/changes.

Financial Impact
There is no financial impact to the budget related to these changes.

Responsible Department
This item is submitted by Interim Deputy City Manager John Chan and the Phoenix
Convention Center Department.




Page 411
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE

Attachment A

ORDINANCE G-

AN ORDINANCE AMENDING CHAPTER 10A OF THE
PHOENIX CITY CODE PERTAINING TO CONVENTION
CENTER AND THEATERS.

__________



follows:
T
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX as




SECTION 1. That the Phoenix City Code, Chapter 10A, entitled




AF
“Convention Centers and Theaters” is amended as follows:


Chapter 10A
PHOENIX CONVENTION CENTER

10A-1. Definitions.
10A-2. Director’s authority.
10A-3. Use agreement rules.
10A-4. Use agreement rates.
10A-45. Deposits.




R 10A-56. Cancellations AND REDUCTIONS IN SIZE.
10A-7. Exclusive contractual services.
10A-8. Merchandise sales.
10A-9. Parking rates.




D
10A-1 Definitions.

Booking Guidelines. The guidelines established and agreed upon by the Phoenix
Convention Center Department (PCCD) and the Destination Marketing Organization
(DMO) to determine whether an event qualifies as a Convention Event and establish




Page 412
when and how much space may be reserved or contracted for the event and establish
when and how much space may be reserved or contracted for the event.

City. The City of Phoenix, Arizona, owner and operator of the Phoenix Convention
Center, Executive Conference Center, Theatrical Venues and Parking Facilities.

Client. Any person, firm, association, organization, partnership, company, civic or
corporate entity that enters into a use agreement with the City for use of space in the
Phoenix Convention Center, Executive Conference Center, theatrical venues or parking
facilities.




T
Client support space. Support space such as loading docks, pre-function and
registration areas, show offices and rehearsal, first-aid, dressing, storage and green
rooms, may be provided subject to availability.

Concessions. Food and beverage sales at fixed and portable outlets in the Phoenix
Convention Center, Executive Conference Center and theatrical venues.




AF
Convention Center. The Phoenix Convention Center West (excluding the executive
conference center), North and South Buildings and their grounds up to the property
lines.

Convention Event. An event where attendance is generally limited by invitation or
registration and the number of room nights is sufficient to qualify the event as a
convention under the prevailing Booking Guidelines.

Dark Day. A day for which a client has leased the space, but there is no client activity
scheduled.

Destination Marketing Organization (DMO) – A contractor hired by the City that
provides marketing, solicitation and booking of regional, national and international




R
conventions and tradeshows, and promotes tourism business for PCCD.

Director. THE Director, or authorized delegate, of PCCD.

Event Day OR DATE OF EVENT. Part or all of a calendar day identified in a Use
Agreement when the Convention Center, Executive Conference Center or theatrical
venues are occupied by the Client LICENSEE, LICENSEE’S client’s exhibitors,




D
contractors, delegates, paid attendees, or invited guests.

Executive Conference Center. The boardroom, lecture hall and meeting rooms located
on the 200 level of the Convention Center West Building featuring built-in audiovisual
technology, and high-end furnishings.

Exhibit Halls – West and North Halls 1, 2, 3, 4, 5 and 6; North Halls A, B, C, D and E;
and South Halls F and G.




2 Ordinance G-
Page 413
FACILITY GUIDE. A DOCUMENT THAT GOVERNS THE USE OF THE CONVENTION
CENTER, THEATRICAL VENUES AND PARKING FACILITIES, AUTHORIZED BY
THE DIRECTOR.

LICENSOR. THE CITY, IN ITS CAPACITY AS OWNER AND OPERATOR OF THE
PHOENIX CONVENTION CENTER, THEATRICAL VENUES AND PARKING
FACILITIES.

LICENSEE. ANY PERSON, FIRM, ASSOCIATION, ORGANIZATION, PARTNERSHIP,
COMPANY, CIVIC OR CORPORATE ENTITY THAT ENTERS INTO A USE
AGREEMENT WITH THE LICENSOR FOR USE OF SPACE IN THE PHOENIX




T
CONVENTION CENTER, THEATRICAL VENUES OR PARKING FACILITIES.

Merchandise sales. The sale of any items including, but not limited to, t-shirts, cds,
dvds, photos, books and other merchandise in conjunction with an event at the
convention center, Executive Cnference Center and OR theatrical venues.




AF
Multipurpose rooms. West Building Rooms 301 A, B, C and D and South Ballroom.

Net Square Footage. The estimated usable space, which is calculated by multiplying the
gross square footage by 50 percent.

Non-Convention Event. Any event that does not meet the definition of a Convention
Event.

Non-Event Day. Part or all of a calendar day that is utilized by a client LICENSEE for
move-in or move-out, dark day or other activities related to an event that are normally
closed to the LICENSEE’S client’s delegates, paid attendees or invited guests.

NORTH BALLROOM – North Building Rrooms 120 A, B, C and D.




R
Operating Policies and Procedures (also referred to as facility guide). The rules
governing use of the Convention Center, Executive Conference Center, theatrical
venues and parking facilities, authorized by the Director.

Parking Facilities. The parking lots, garages and other. Parking areas under the
management of PCCD.




D
Performance. The presentation of an entertainment or artistic event, competition or
ceremony before an audience. Examples include, but are not limited to, musicals, plays,
concerts and graduations.

Phoenix Convention Center Department (PCCD). The department of the City of Phoenix
responsible for the management of the Phoenix Convention Center, Executive
Conference Center, theatrical venues and parking facilities.

RENTAL RATES AND POLICY SCHEDULE. A PUBLISHED DOCUMENT THAT
INCLUDES RATES AND POLICY FOR RENTAL OF FACILITIES.



3 Ordinance G-
Page 414
SEASONAL RATE. THE RATE PROVIDED WHEN ANY OF THE CONTRACTED
DATES FALL WITHIN THE PERIOD OF MEMORIAL DAY TO LABOR DAY.

SPACE RENTAL CHARGES. THE CHARGES LISTED IN EXHIBIT A OF THE
CONTRACT WITHOUT ACCOUNTING FOR ANY DISCOUNTS OR ADJUSTMENTS
LISTED IN THE ADJUSTMENTS AND WAIVERS SECTION OF EXHIBIT A. FOR
EXAMPLE, IF THE CONTRACT BETWEEN LICENSEE AND LICENSOR INCLUDES
AN ADJUSTMENT OR DISCOUNT BASED ON FOOD AND BEVERAGE
SALES/EXPENDITURES OR DIRECTOR WAIVER, THE TOTAL SPACE RENTAL
CHARGES WILL NOT BE REDUCED BY ANY SUCH ADJUSTMENT/DISCOUNT
WHEN CALCULATING THE TOTAL SPACE RENTAL CHARGES.



T
SUPPORT SPACE. LOADING DOCKS, PRE-FUNCTION AND REGISTRATION
AREAS, SHOW OFFICES AND REHERSAL, FIRST-AID, DRESSING, STORAGE AND
GREEN ROOMS, MAY BE PROVIDED SUBJECT TO AVAILABILITY.

Theatrical venues (also referred to as theaters). The Orpheum Theatre and Symphony
Hall.




AF
Use Agreement. A written contract between the City of Phoenix LICENSOR and a Client
LICENSEE for the use of space in the Convention Center, Executive Conference Center
or theatrical venues.

10A-2 Director’s authority.

A. The Director is delegated the responsibility and authority to manage and operate the
Convention Center, Executive Conference Center, theatrical venues and parking
facilities. The Director’s authority includes the authority to develop, amend,
substitute, supplement and institute operating policies and procedures, FACILITY
GUIDE, AND RENTAL RATES AND POLICY SCHEDULE as the Director deems
necessary and appropriate for the staging and performance of events in, and other




R uses of, FOR the Convention Center, Executive Conference Center, theatrical
venues and parking facilities. The operating policies and procedures include policies
and procedures regarding: (1) the operation of the Convention Center structures and
surrounding property,; (2) the type of labor, equipment and services that the City
LICENSOR offers in support of an event and the fee charged for such support; (3) a
description of the services and equipment included in the basic use agreement
rates; and (4) security requirements.




D
B. The Director is hereby authorized to enter into Use Agreements with clients
LICENEES for the staging and presentation of events and
performancesPERFORMANCES in the Convention Center, Executive Conference
Center and theatrical venues PCCD that, in the Director’s judgment, will best serve
the economic interests of the LICENSOR City and the State.

C. As may be required to meet competitive conditions, maximize revenues and
economic benefit generated, and best serve the interests of the City LICENSOR and



4 Ordinance G-
Page 415
community, the Director is delegated authority to provide discounts up to 80 percent
of the prevailing use agreement RENTAL rates and provide other incentives
determined necessary to compete effectively for local, regional, national and
international events. Discounts exceeding 80 percent of the prevailing use
agreement RENTAL rates require the approval of the City Manager or authorized
delegate.

DE. THE DIRECTOR IS AUTHORIZED TO ESTABLISH RENTAL RATE GOALS AND
DEVELOP RENTAL RATES FOR THE LICENSOR. THE DIRECTOR MUST
MAINTAIN COMPETITIVE RENTAL RATES TO ENSURE LICENSOR’S




T
FACILITIES COMPETE EFFECTIVELY FOR THE CONVENTION, TRADESHOW,
CORPORATE, CIVIC, PERFORMING ARTS AND OTHER NON-CONVENTION
BUSINESS. THE RATES FOR USE OF THE CONVENTION CENTER,
THEATRICAL VENUES AND PARKING FACILITIES ARE INTENDED TO BE
COMPETITIVE AND SET WITHIN THE RANGE OF RATES OF SIMILAR
COMPETING CONVENTION CENTERS, THEATRICAL VENUES AND PARKING




AF
FACILITIES. TO ENSURE THE RENTAL RATES ARE MAINTAINED AT
COMPETITIVE LEVELS, THE DIRECTOR MUST CONDUCT A BIENNIAL
CONVENTION CENTER SURVEY.

EF. DIRECTOR MAY DISCOUNT THE RENTAL RATES FOR USE OF SPACE IN THE
CONVENTION CENTER, THEATRICAL VENUES AND PARKING FACILITIES IF
BANQUETS OR OTHER CATERED FOOD AND BEVERAGE FUNCTIONS ARE
HELD ON PREMISES AND THE COMMISSION RECEIVED FOR THE FOOD AND
BEVERAGE SERVICE EXCEEDS THE PREVAILING RENTAL RATES.

D. PCCD space not delineated in this ordinance may be contracted at a rate set by the
Director when the use of the space is in the best interest of the City.




R
10A-3 Use agreement rules.

A. All fees for use of the Convention Center, Executive Conference Center, theatrical
venues or parking facilities, including labor, services and equipment rental must be
paid in U.S. dollars by cash, check, credit card, automated clearing house (ACH)
transfer, wire transfer or other manner acceptable to the CITY. All payments WILL
be deposited by PCCD, but payment alone will not create a binding agreement until
full execution of the use Agreement by the Client and City.




D
B. If the deposit(s) or balance due is not received by PCCD on the due dates specified
in the use agreement, the event may be canceled by the Director without further
notice.

C. The Client is required to pay the fees established by the Director for labor, services,
and equipment provided at the Convention Center, Executive Conference Center,
theatrical venues and parking facilities, in effect at the time of the client’s event. The
client must adhere to the operating policies and procedures in effect at the time of
the event.


5 Ordinance G-
Page 416
CD.Space for events scheduled on a tentative basis in the Convention Center, the
Executive Conference Center and theatrical venues event management system may
be released at the discretion of the Director.

E. The Client is required to furnish in writing 30 days prior to first move-in day of the
client’s event any information requested by PCCD to determine the labor,
equipment, special services and utilities that will be necessary for the proper
production and management of the Client’s event. Failure to provide such
information in the time period specified may result in additional fees assessed by
PCCD.




T
F. Deposits and other payments for use of the Convention Center, Executive
Conference Center and theatrical venues are non-refundable except when the City
is unable to deliver possession of the facilities as provided in the use agreement, or
if otherwise deemed appropriate by the Director.

G. Use agreement rates for use of space in the Convention Center, Executive




AF
Conference Center and theatrical venues may be discounted when banquets or
other catered food and beverage functions are held on premises and the
commission received for the food and beverage service is equal to or greater than
the prevailing. use agreement rates.

H. If the client exceeds the contractual move-in or move-out time in the use agreement,
the client will pay the prevailing hourly overtime fees for the excess time.

I. For all events excluding conventions, 501(c)(3) non-profit organizations whose
principal place of business is located in Arizona are entitled to a 20-percent discount
off the prevailing use agreement rates.

10A-4 Use agreement rates.




R
A. Use agreement rate Goals. The City establishes and maintains competitive use
agreement rates to ensure its facilities compete effectively for the convention,
tradeshow, corporate, civic, performing arts and other non-convention business.

B. Use agreement rate development. The rates for use of the Convention Center,
Executive Conference Center, theatrical venues and parking facilities are intended to




D be competitive and set within the range of rates of similar competing convention
centers, conference centers, theatrical venues and parking facilities. To ensure the
use agreement rates are maintained at competitive levels, the Director is delegated
authority to conduct a biennial survey of rates charged by similar facilities. for
purposes of conducting the biennial convention center survey, the competitive set for
the survey will be determined in consultation with DMO. Based upon the survey
results, the Director will recommend new rates to the City Council for approval prior
to implementation.




6 Ordinance G-
Page 417
C. Exhibit hall and multipurpose room inclusions. Exhibit hall and multipurpose room
use agreement rates include the contracted space, adjacent public lobby space
(non-exclusive use), general house lighting, heating or air conditioning. For any
additional set-up requirements by client (e.g., general session activity), the director
may charge for additional labor and equipment required for space set-up at the rates
established in the operating policies and procedures.

D. Meeting room, ballroom and Executive Conference Center inclusions. Meeting room,
ballroom and Executive Conference Center use agreement rates include: the
contracted space, adjacent public lobby space (non-exclusive use), general house
lighting, heating or air conditioning, cleaning, equipment and additional services as



T
outlined in the operating policies and procedures.

E. Client support spaces. Support spaces may be provided to client subject to
availability and as agreed upon in the use agreement.

F. Event staffing, equipment and services. Based upon the requirements of the client’s




AF
event, PCCD will provide the necessary level of event staffing, equipment and
services required to effectively produce and manage the event. the fees for staffing,
equipment and services are established in the operating policies and procedures.

G. Convention events.

1. The range of use agreement rates for exhibit halls is intended to provide
necessary rate flexibility for the successful marketing and lease of the Convention
Center space. the discount that is given on exhibit halls may also be applied to the
multipurpose rooms, ballroom and meeting rooms. the final use agreement rate for
each event is subject to Director’s approval.

2. Seasonal rate. A seasonal discount of 33 percent will be given to the entire event




R when any of the contracted dates fall within the period of Memorial Day to Labor
Day.

3. Conventions with exhibits will receive complimentary non-exhibit areas equal to
approximately 33 percent of the total leased and occupied exhibit areas utilized by
the Client.

4. Non-Event Days.




D a. Exhibit halls, multipurpose rooms and south building meeting rooms. the
City will provide the client with complimentary non-event days equal to the
number of event days for.exhibit halls, multipurpose rooms and South Building
meeting rooms when these rooms are used for exhibits.

i. For any non-event day exceeding the total number of complimentary
non-event days the rate is 50 percent of the prevailing event day rate.




7 Ordinance G-
Page 418
ii. If the space is not used for exhibits, the rate for any non-event day is 50
percent of the prevailing event day rate.

b. North Ballroom and meeting rooms. The rate for any non-event day is 50
PERCENT of the prevailing Event Day rate.

5. Use agreement discount for banquets and catering. To meet competitive
conditions and maximize food and beverage sales at the Convention Center, the
Director is authorized to provide an incentive to a Convention Event based on the
chart below of gross banquet and catering sales guaranteed to be held in
facilities managed by PCCD.



T
*Gross Banquet/ and Catering Sales *

$0 to 150,000
$150,001 to $250,000
Use Agreement Rate
Discount
0%
10%




AF $250,001 to $350,000
$350,001 to $500,000
$500,001 to $650,000
$650,001 and above 30%
15%
20%
25%

*Excluding applicable sales taxes, administrative charges, service charges,
gratuities, and food and beverage sales generated from fixed and portable
concession stands during Client’s event.

6. Convention Center use agreement rate schedule for conventions.
a. Exhibit Halls – West, North and South buildings.




R CALENDAR YEARS
2013-2014
2015-2016
2017-2018
2019-2020
EVENT DAY NET SQUARE FOOTAGE RATE
$0.25 TO $0.29
$0.27 TO $0.31
$0.28 TO $0.32
$0.30




D 2021-2022
2023-2024
2025-2026

b. Multipurpose rooms – West and South buildings.

CALENDAR YEARS
2013-2014
$0.31
$0.32
$0.33



EVENT DAY NET SQUARE FOOTAGE RATE
$0.25 to $0.29



8 Ordinance G-
Page 419
CALENDAR YEARS EVENT DAY NET SQUARE FOOTAGE RATE
2015-2016 $0.27 to $0.31
2017-2018 $0.28 to $0.32
2019-2020 $0.30
2021-2022 $0.31
2023-2024 $0.32
2025-2026 $0.33

c. North Ballroom.


CALENDAR YEARS

2013-2014
T
PerEVENT DAY Net Square Foot Fee For Event
DayFOOTAGE RATE
.$ 0.31




AF 2015-2016
2017-2018
2019-2020
2021-2022
2023-2024
2025-2026
$0.34
$0.35
$0.36
$ 0.37
$ 0.38
$ 0.39

d. Meeting rooms. Meeting room use agreement rate is a flat rate.

CALENDAR YEARS EVENT DAY ROOM RATE




R 2013-2014
2015-2016
2017-2018
2019-2020
2021-2022
$300
$325
$350
$375
$400




D 2023-2024
2025-2026

H. Nonconvention events.
$425
$450



1. Non-Event Days – Exhibit halls, multipurpose room, meeting room and the
use agreement rate for any non-event days is 50 percent of the prevailing event
day use agreement rate.

2. Convention Center use agreement rate schedule for nonconventions.


9 Ordinance G-
Page 420
a. Exhibit halls – West, North and South Buildings.

CALENDAR YEARS EVENT DAY NET SQUARE FOOTAGE RATE
2013-2014 $0.17
2015-2016 $0.18
2017-2018 $0.19
2019-2020 $0.20
2021-2022 $0.21
2023-2024
2025-2026

T $0.22
$0.23

b. Multipurpose rooms – West and South Buildings.

CALENDAR YEARS EVENT DAY NET SQUARE FOOTAGE RATE




AF 2013-2014
2015-2016
2017-2018
2019-2020
2021-2022
2023-2024
2025-2026

c. North Ballroom.
$ 0.31
$ 0.34
$ 0.35
$ 0.36
$ 0.37
$ 0.38
$ 0.39




R
CALENDAR YEARS
2013-2014
2015-2016
2017-2018
2019-2020
EVENT DAY NET SQUARE FOOTAGE RATE
$ 0.31
$ 0.34
$ 0.35
$ 0.36




D 2021-2022
2023-2024
2025-2026
$ 0.37
$ 0.38
$ 0.39

d. Meeting rooms. Meeting room use agreement rate is a flat rate.

CALENDAR YEARS
2013-2014
EVENT DAY RATE
$300


10 Ordinance G-
Page 421
CALENDAR YEARS EVENT DAY RATE
2015-2016 $325
2017-2018 $350
2019-2020 $375
2021-2022 $400
2023-2024 $425
2025-2026 $450

I. Executive Conference Center.


T
1. If Executive Conference Center space is contracted as part of a convention,
the terms and conditions from Section 10A-4.G.1-5, will apply to the Executive
Conference Center space.




AF
2. Executive Conference Center meeting rooms are categorized by size and
type, as follows:

a. Standard – West Building Rooms 202, 203, 204, 205, 206 AND 208 (A or
B).

b. Large – West Building Rooms 201 boardroom and 211 (A or B), 212 (A, B
or C) and 213 (A or B).

c. Lecture hall – West Building Room 207.

3. Non-event days. The rate for all non-event days is 50 percent of the event
day rate.




R 4. Executive Conference Center use agreement rate schedule.

CALENDAR
YEARS
2013-2015
2016-2019
EVENT DAY RATE
– STANDARD
ROOM
$250
$275
EVENT DAY
RATE –LARGE
ROOM
$400
$450
EVENT DAY
RATE –
LECTURE
$2,500HALL
$2,750




D 2020-2022
2023-2026
$300
$325

J. Third Street outdoor meeting space.
$500
$550
$3,000
$3,250



1. Third Street outdoor meeting space refers to the outdoor area bounded by
Monroe Street, North Building, Washington Street and West Building. This area
may be closed and contracted for events. Use must not interfere with other




11 Ordinance G-
Page 422
events at the Phoenix Convention Center, Executive Conference Center of
Symphony Hall.

2. The use agreement rate for the Third Street outdoor meeting space is
$5,000 per day. This rate is for space only.

K. West Building atrium.

1. The atrium of the Phoenix Convention Center West Building may be
contracted for events. Use must not interfere with other events at the Phoenix
Convention Center, Executive Conference Center or Symphony Hall.




T
2. The use agreement rate for the West Building atrium is $1,500 per day. This
rate is for space only.

L. Theatrical venues.




AF
1. Open Rehearsals. Any activity in the facility with 20 or more persons not
directly engaged in the production of the event will be charged at the event day
rate.

2. Non-event days. The rate for non-event days is 50 percent of the event day
rate.

3. Multi-performance rate. The rate for additional performances on the same
day is 50 percent of the event day rate for each additional performance.

4. Theatrical venues use agreement rates.

a. Symphony Hall.




R CALENDAR YEARS
2013-2014
2015-2016
2017-2018
2019-2020
EVENT DAY RATE
$3,470
$3,470
$3,600
$3,700




D 2021-2022
2023-2024
2025-2026

b. Orpheum Theatre.

CALENDAR YEARS
2013-2014
$3,800
$3,900
$4,000



EVENT DAY RATE
$2,050



12 Ordinance G-
Page 423
CALENDAR YEARS EVENT DAY RATE
2015-2016 $2,050
2017-2018 $2,100
2019-2020 $2,150
2021-2022 $2,200
2023-2024 $2,250
2025-2026 $2,300

10A-54 Deposits.


T
A. A deposit of 25 percent of the total use agreement rate for use of the Convention
Center, Executive Conference Center and theatrical venues is due and payable
upon execution of the Use Agreement. The dDirector may grant an exemption from
the standard deposit requirements provided a nominal deposit, as determined by the




AF
dDirector, is paid as consideration for reserving the space. client must pay all
remaining use agreement charges and event expenses prior to the first move-in day
for their event. any use agreement charge or service fee remaining unpaid after the
due date, will accrue interest at the rate of 1.5 percent per month from the due date
until payment has been received by PCCD. Additionally, overdue deposits may
result in cancellation of the Use Agreement as provided in Section 10A-3.

B. If hotels or DMO are booking and paying part or all fees on behalf of a Convention
Event Client, the Director may grant an exemption from the standard deposit
requirements; provided, a nominal deposit, as determined by the Director, is paid as
consideration for reserving the space. all charges and service fees are due and
payable no later than 30 days from date of invoice.




R
C. The Director may accept a deposit to reserve space for an event earlier than the
date that the booking guidelines permit entering into a use agreement.

10A-56 Cancellations AND REDUCTIONS IN SIZE.

A. Conventions. Cancellation a convention MUST BE SUBMITTED IN WRITING TO
THE DIRECTOR. THE RENTAL NOTIFICATION IS DEEMED CANCELED ON THE
DATE THE DIRECTOR RECEIVES THE CANCELLATION. will THE LICENSEE




D WILL BE LIABLE FOR LIQUIDATED DAMAGES (AND NOT A PENALTY) AS
OUTLINED BELOW result in the following cancellation fees:

1. IF THE RENTAL IS CANCELED Ffrom the date of contract signing to 36
months prior to first contracted date OF THE EVENT, the cancellation
LIQUIDATED DAMAGES fee is 25 percent of the total contracted use agreement
SPACE RENTAL charges.

2. IF THE RENTAL IS CANCELED Ffrom 36 months to 24 months prior to the
first contracted date OF THE EVENT, the cancellation LIQUIDATED DAMAGES


13 Ordinance G-
Page 424
fee is 50 percent of the total contracted use agreement SPACE RENTAL
charges.

3. IF THE RENTAL IS CANCELED Wwithin 24 months prior to the first
contracted date OF THE EVENT, the cancellation LIQUIDATED DAMAGES fee
is 100 percent of the total contracted use agreement SPACE RENTAL charges.

4. IF FOR ANY REASON, LICENSEE REDUCES THE SIZE OF THE
LICENSED PREMISES, THE NUMBER OF EVENT DATES, OR OTHERWISE
REDUCES THE SCOPE OF THE RENTAL (SHORT OF A FULL
CANCELLATION OF THE EVENT), LICENSEE SHALL BE CHARGED AS



T
LIQUIDATED DAMAGES, AND NOT AS A PENALTY, THE TOTAL SPACE
RENTAL CHARGES FOR THE RELEASED SPACE AS SET FORTH IN
EXHIBIT A OF THE CONTRACT. ADDITIONALLY, LICENSOR WILL REDUCE
THE ADJUSTMENTS AND WAIVERS PROPORTIONATELY TO REFLECT THE
APPROPRIATE DISCOUNT PERCENTAGE FOR THE REDUCED EVENT.




AF
B. Nonconventions. Cancellation of a non-convention event taking place in the
Phoenix Convention Center MUST BE SUBMITTED IN WRITING TO THE
DIRECTOR. THE RENTAL NOTIFICATION IS DEEMED CANCELED ON THE
DATE THE DIRECTOR RECEIVES THE CANCELLATION. or Executive
Conference Center will THE LICENSEE WILL BE LIABLE FOR LIQUIDATED
DAMAGES (AND NOT A PENALTY) AS OUTLINED BELOW: result in the following
cancellation fees:

1. IF THE RENTAL IS CANCELED Ffrom the date of contract signing to 12
months prior to the first contracted date OF THE EVENT, the cancellation
LIQUIDATED DAMAGES fee is 75 percent of the total contracted use agreement
SPACE RENTAL charges.




R 2. IF THE RENTAL IS CANCELED Wwithin 12 months prior to the first
contracted date OF THE EVENT, the cancellation LIQUIDATED DAMAGES fee
is 100 percent of the total contracted use agreement SPACE RENTAL charges.

3. IF FOR ANY REASON, LICENSEE REDUCES THE SIZE OF THE
LICENSED PREMISES, THE NUMBER OF EVENT DATES, OR OTHERWISE
REDUCES THE SCOPE OF THE RENTAL (SHORT OF A FULL




D CANCELLATION OF THE EVENT), LICENSEE SHALL BE CHARGED AS
LIQIDATED DAMAGES, AND NOT AS A PENALTY, THE TOTAL SPACE
RENTAL CHARGES FOR THE RELEASED SPACE AS SET FORTH IN
EXHIBIT A OF THE CONTRACT. ADDITIONALLY, LICENSOR WILL REDUCE
THE ADJUSTMENTS AND WAIVERS PROPORTIONATELY TO REFLECT THE
APPROPRIATE DISCOUNT PERCENTAGE FOR THE REDUCED EVENT.

C. Theatrical venues. Cancellation of an event taking place in the theatrical venues
MUST BE SUBMITTED IN WRITING TO THE DIRECTOR. THE RENTAL
NOTIFICATION IS DEEMED CANCELED ON THE DATE THE DIRECTOR



14 Ordinance G-
Page 425
RECEIVES THE CANCELLATION. will result in the following cancellation fees: THE
LICENSEE WILL BE LIABLE FOR LIQUIDATED DAMAGES (AND NOT A
PENALTY) AS OULINED BELOW:

1. IF THE RENTAL IS CANCELED Ffrom the date of contract signing to six
months prior to the first contracted date OF THE EVENT, the cancellation
LIQUIDATED DAMAGES fee is 75 percent of the total contracted use agreement
SPACE RENTAL charges.

2. IF THE RENTAL IS CANCELED Wwithin six months prior to the first
contracted date OF THE EVENT, the cancellation LIQUIDATED DAMAGES fee



T
is 100 percent of the total contracted use agreement SPACE RENTAL charges.

D. Release of contracted space.

1. Conventions. Up to 10 percent of total net square footage of space (excluding
exhibit halls), may be released without cancellation fees up to 18 months prior to




AF
the first contracted date.

2. Nonconventions (excluding theatrical events). Up to 10 percent of total net
square footage of space (excluding exhibit halls), may be released without
cancellation fees up to six months prior to the first contracted date.

3. Contracted space may be modified at any time without cancellation fees, as
long as the original contracted use agreement rate does not decrease.

DE. Cancellation fees. Cancellation fees may be waived if deemed appropriate by the
Director.

EF. Deposits. Deposits and use agreement payments retained due to cancellation may




R be refunded if deemed appropriate by the Director.

10A-7 Exclusive contractual services.

The following are exclusive services for the convention center, executive conference
center, theatrical venues and parking facilities: audio-visual equipment operations
(executive conference center only), automated teller machines, banquet and catering,




D
event security (non-convention only), food and beverage concessions, parking, rigging,
telecommunication services, theatrical equipment operations, ticketing, ushers and
utility services. resale of exclusive services by the client or its agents is prohibited,
unless resale of such services enhances service delivery and revenue to PCCD as
determined by the Director. Subject to City Council approval, the Director may
designate additional services as exclusive when deemed in the best interest of the City.

10A-8 Merchandise sales.




15 Ordinance G-
Page 426
A. Programs, CDs, apparel and other merchandise may be sold in conjunction with the
client’s even. These sales may be subject to a commission.

B. Conventions may sell and distribute convention-related merchandise to their
delegates. These sales are not subject to a commission fee.

10A-9 Parking rates.

A. Event parking. The Director is authorized to adjust parking rates within the following
ranges based on market conditions.

CALENDAR YEARS
2013-2014
2015-2018
2019-2022
T EVENT DAY RATE
$5 TO $12
$5 TO $14
$6 TO $16




AF 2023-2026 $7 TO $18

B. During major downtown events, the Director is authorized to increase parking rates
by up to 100 percent above the event day rate.
C. Valet parking. The Director is authorized to waive the event day rate when pccd-
contracted valet services are used.
D. Parking buyouts. In order to secure business, the Director may negotiate a flat rate
for an entire garage.
E. Other parking. The Director is authorized to set all other parking rates including, but
not limited to, hourly, daily, overnight, monthly, volunteer, reserved and tenant
parking, based on current market rates.




R PASSED by the Council of the City of Phoenix this __ day of March, 2023.


_____________________________
MAYOR




D
ATTEST:



____________________________
Denise Archibald, City Clerk




16 Ordinance G-
Page 427
APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney


BY: ____________________________________
____________________________________

REVIEWED BY:


____________________________
Jeffrey Barton, City Manager


TGS:smb:LF22-2478:3/22/23:2363813_1.doc
T
AF
R
D
17 Ordinance G-
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Item text
Authorization to Apply for FFY 2023 Homeland Security Grant Program Funds
(Ordinance S-49626)

Request to authorize the City Manager, or his designee, to apply for, and accept, if
awarded, up to $5,250,000 from Federal Fiscal Year (FFY) 2023 Department of
Homeland Security grant funds that include the Urban Area Security Initiative (UASI)
and the State Homeland Security Grant Program (SHSGP) through the Arizona
Department of Homeland Security. Further request authorization for the City Treasurer
to accept, and for the City Controller to disburse all funds related to this item.

Summary
The Department of Homeland Security distributes Homeland Security Grant funds to
enhance the ability of regional authorities to prepare, prevent and respond to terrorist
attacks and other disasters.

UASI and SHSGP grant funds are used by the Police and Fire departments to
purchase equipment and vehicles, conduct training and exercises, perform
assessments of critical infrastructure sites, and implement target hardening measures
to protect critical infrastructure. Programs funded under the Homeland Security Grant
Program include Terrorism Liaison Officer Program, Community Emergency Response
Teams, Rapid Response Task Force, and the Metropolitan Medical Response System.

The Fire and Police departments have received Homeland Security Grant awards
since 2003. In 2022 the grant awards from UASI and SHSGP was $4,250,000 and
$1,000,000, respectively, for a total of $5,250,000. The 2023 grant awards are
expected to be similar.

Contract Term
The grant period of performance begins Sept. 1, 2023, and ends Aug. 31, 2026.

Financial Impact
No matching funds are required. Grant funds will be reimbursed through the Arizona
Department of Homeland Security and managed through the Fire and Police
departments.



Page 429


Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Fire and Police
departments.




Page 430



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Item text
Microception for Violent Crimes Bureau - RFA 19-109 - Amendment (Ordinance S
-49609)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 150069 with Microception, Inc. to extend contract term. Further request to
authorize the City Controller to disburse all funds related to this item. The additional
expenditures will not exceed $18,040.

Summary
This contract will provide support for software that is used by the Police Department to
conduct digitally recorded interviews related to major felonies and other high-profile
cases. A continuation of this support and service is crucial to Police Department
operations. Additional time is needed to complete the new procurement and the
additional funds will allow for continued service through the extended contract term.

This item has been reviewed and approved by the Information Technology Services
Department.

Contract Term
Upon approval the contract will be extended through April 30, 2024.

Financial Impact
Upon approval of $18,040 in additional funds, the revised aggregate value of the
contract will not exceed $77,080. Funds are available in the Police Department’s
budget.

Concurrence/Previous Council Action
The City Council previously approved this request:
• Microception for Violent Crimes Bureau - Contract 150069 (Ordinance S-45627-40)
on May 15, 2019.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Police Department.




Page 431



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Aviation Fire Alarm System and Energy Manager Program Maintenance Contract
- RFA 23-024 - Request for Award (Ordinance S-49578)

Request to authorize the City Manager, or his designee, to enter into a contract with
Honeywell International, Inc. to provide fire alarm system and energy manager
program maintenance services at Phoenix Sky Harbor International Airport. Further
request to authorize the City Controller to disburse all funds related to this item. The
total value of the contract will not exceed $2,750,000.

Summary
Phoenix Sky Harbor International Airport (Airport) is served exclusively by a Honeywell
International, Inc. (Honeywell) fire alarm network, which consists of a proprietary
software application known as the Enterprise Building Integrator (EBI) System. The
Honeywell fire alarm network is a critical life safety system that encompasses the
entire Airport, including the Rental Car Center and the East Economy parking
structure, and is designated as the Emergency Response Communications system for
the Airport. The EBI system also interfaces with the Access Control and Alarm
Monitoring System and the Digital Video Monitoring System.

The fire alarm network is an Underwriter Laboratories listed network that conforms to
all fire alarm and building codes. Fire alarm system engineering and programming
must be performed by qualified individuals trained by the manufacturer and certified by
the National Institute for Certification in Engineering Technologies (NICET). Honeywell
will provide Honeywell-trained and NICET-certified staff to perform file maintenance,
perform fire alarm panel programming, install software updates and conduct virus
detection maintenance.

This item has been reviewed and approved by the Information Technology Services
Department.

Procurement Information
In accordance with Administrative Regulations 3.10, standard competition was waived
as a result of an approved Determination Memo based on Special Circumstances
Without Competition. In November 2020 a Request for Information was issued for
qualified firms experienced in the deployment and support for fire alarm management,


Page 432

monitoring, and energy management solutions in medium to large airports. It was
determined that replacement of the system would be cost prohibitive at approximately
$50,000,000.

Contract Term
The contract will begin on or about May 1, 2023, for a five-year term with no options to
extend.

Financial Impact
The total contract value will not exceed $2,750,000 for the five-year contract term.

Funding is available in the Aviation Department's operating budget.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road, Phoenix, AZ
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




Page 433



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Terminal Airport Advertising Concessions Contract Term Extension (Ordinance
S-49579)

Request to authorize the City Manager, or his designee, to amend the Terminal
Advertising Program Concession Lease 135006 with Lamar Airport Advertising
Company, formerly known as Lamar Alliance Airport Advertising Company, to extend
the term for three additional years with the Aviation Department.

Summary
In January 2021, Phoenix City Council authorized the Aviation Department to extend
the airport food and beverage, and retail concessionaire leases an additional three
years as part of the relief efforts to offset the financial impact of the COVID-19
pandemic. The Terminal Advertising Program Concession Lease 135006 (Lease) with
Lamar Airport Advertising Company (Lamar) was inadvertently omitted from the other
airport concessionaire lease extensions. The Lease is set to expire on May 31, 2023.
Similar to other Aviation Department airport concessionaires, Lamar experienced an
unprecedented decline in sales and revenue due to the impact of reduced passenger
activity - down 41 percent in 2020 and 37 percent in 2021, as well as the cancellation
of approximately 50 advertising contracts.

As part of the current Lease, Lamar has contracts with two local small business Airport
Concession Disadvantaged Business Enterprise (ACDBE) partners to provide support
services. Throughout the financial strains experienced in 2020 and 2021, Lamar
maintained these contractual agreements with their ACDBE partners and retained 100
percent of their staffing personnel with no layoffs, furloughs, or reduction of staffing
levels. Additionally in June 2020, Lamar completed their required capital investment in
mid-term equipment refurbishment in Terminal 3 and Terminal 4 by installing new
digital displays and fixtures.

A three-year contract extension is consistent with recent guidance by the Federal
Aviation Administration Office of Civil Rights that eased the pre-authorization
requirement on concession contract extensions if the extension does not exceed three
years.




Page 434

Contract Term
The term will be extended for three additional years, expiring on May 31, 2026. The
amendment will include non-discrimination language requirements and equal pay
commitments consistent with the other Aviation Department airport concessionaire
contracts.

Financial Impact
Lamar will continue to pay rent at the Minimum Annual Guarantee of $3,100,000, or
percent rent based on gross sales, whichever is greater.

Extending the term of the Lease for three years will result in no additional cost to the
Aviation Department.

Concurrence/Previous Council Action
The City Council approved:
Lease 135006 (Ordinance S-39260) on Oct. 17, 2012;
Lease 135006 - Amendment (Ordinance S-46708) on June 8, 2020;
Lease 135006 - Amendment (Ordinance S-46836) on July 1, 2020;
Lease 135006 - Amendment (Ordinance S-47197) on Dec. 16, 2020.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Deer Valley Airport, 702 W. Deer Valley Road
Goodyear Airport, 1658 S. Litchfield Road, Goodyear, AZ
Council Districts: 1, 8, and Out of City

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




Page 435



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Tal Wi Wi Ranch Water Distribution System Maintenance and Operation Services
Contract - RFP 23-014 - Request for Award (Ordinance S-49585)

Request to authorize the City Manager, or his designee, to enter into a contract with
Blue World Construction, Inc. to provide water distribution system maintenance and
operation services at the Tal Wi Wi Ranch site. Further request to authorize the City
Controller to disburse all funds related to this item. The total value of the contract will
not exceed $500,000.

Summary
This contract will provide specific tasks for the operation and maintenance of a water
distribution system owned by the City of Phoenix Aviation Department (Aviation) at the
Tal Wi Wi Ranch site. The water distribution system provides water to fewer than 25
people at six residential and office locations at Tal Wi Wi Ranch site. These services
are essential for the safety of this community and to ensure compliance and in
accordance with Arizona Administrative Code, Title 18, Environmental Quality, Chapter
4, Department of Environmental Quality Safe Drinking Water.

Procurement Information
In accordance with Administrative Regulation 3.10, a Request for Proposal was issued.
One vendor submitted a proposal deemed responsive and responsible. An evaluation
committee evaluated the offer based on the following criteria with a maximum possible
point total of 1,000:

Firm Experience and Qualifications (0-350 points)
Method of Approach (0-300 points)
Staff Experience and Qualifications (0-200 points)
Pricing (0-150 points)

After reaching consensus, the evaluation committee recommends award to the
following vendor:

Blue World Construction, Inc.




Page 436

Contract Term
The contract will begin on or about June 1, 2023, for a three-year term with two one-
year options to extend.

Financial Impact
The total contract value not exceed $500,000 for the five-year contract term.

Funding is available in the Aviation Department's budget.

Concurrence/Previous Council Action
The Business and Development Subcommittee (BDSC):
· Recommended approval of this item, by a vote of 3-0, and
The Phoenix Aviation Advisory Board (PAAB):
· Recommended approval of this item, by a vote of 6-0.

Location
9801 N. Litchfield Road, El Mirage, AZ
Council District: Out of City

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




Page 437



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Phoenix Sky Harbor International Airport Terminal 3 North Concourse 2 Package
1 Airfield Services - Engineering Services - AV08000086 FAA (Ordinance S-
49588)

Request to authorize the City Manager, or his designee, to enter into an agreement
with Kimley-Horn and Associates, Inc. to provide Engineering Services that include
program validation, design, and possible construction administration and inspection
services for the Phoenix Sky Harbor International Airport Terminal 3 North Concourse
2 Package 1 Airfield Services project. Further request to authorize execution of
amendments to the agreement as necessary within the Council-approved expenditure
authority as provided below and for the City Controller to disburse all funds related to
this item. The fee for services will not exceed $3,636,000.

Additionally, request to authorize the City Manager, or his designee, to take all action
as may be necessary or appropriate and to execute all design and construction
agreements, licenses, permits and requests for utility services relating to the
development, design and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunications, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception pursuant to Phoenix City Code 42-20 to authorize
inclusion in the documents pertaining to this transaction of indemnification and
assumption of liability provisions that otherwise should be prohibited by Phoenix City
Code 42-18. This authorization excludes any transaction involving an interest in real
property.

Summary
The purpose of this project is to reconstruct an airfield vehicle and pedestrian access
gate to replace the existing Gate 141, redevelop the American Airlines mail sort facility
named C-Point and improve the vehicle service roads to provide inter-terminal
passenger bus service between Terminal 3 and Terminal 4 of Phoenix Sky Harbor
International Airport.

Kimley-Horn and Associates, Inc.'s services include, but are not limited to: coordinate
all permits, approvals and utility location; prepare monthly progress reporting; perform
all design services including integrated technology specialties; collaborate with


Page 438

Construction Manager at Risk (CMAR); verify Leadership in Energy and Environmental
Design requirements and certification level; develop and submit drawings and
specifications for all phases of design; collaborate with the City to meet project
requirements for scope, budget and schedule; address stakeholder and CMAR
design/constructability review comments from milestone reviews; prepare cost
estimates and reconcile with CMAR construction cost estimates; perform value
engineering; make presentations to stakeholders; prepare and submit FAA monthly
construction progress reports; and during construction, respond to Requests for
Information; review and validate CMAR change notifications and change orders;
participate in Operational Readiness Activation and Transition meetings; perform field
inspections and prepare reports to ensure compliance with the project plans and
specifications; participate in warranty inspection; and provide other services as needed
for a complete project.

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603 of the Arizona Revised Statutes (A.R.S.). In accordance with A.R.S.
section 34-603(H), the City may not publicly release information on proposals received
or the scoring results until an agreement is awarded. Four firms submitted proposals
and are listed below.

Selected Firm
Rank 1: Kimley-Horn and Associates, Inc.

Additional Proposer
Rank 2: HDR Engineering, Inc.
Rank 3: Stantec Consulting Services, Inc.
Rank 4: TRACE Consulting, LLC

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for Kimley-Horn and Associates, Inc. will not exceed $3,636,000,
including all subconsultant and reimbursable costs.

Funding is available in the Aviation Department's Capital Improvement Program
budget. The Aviation Department anticipates grant funding for a portion of this project.


Page 439

The Budget and Research Department will separately review and approve funding
availability prior to execution of any amendments. Payments may be made up to
agreement limits for all rendered agreement services, which may extend past the
agreement termination.

Location
3400 E. Sky Harbor Blvd.
Council District: 8

Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Aviation Department and the City Engineer.




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Item text
Phoenix Sky Harbor International Airport Terminal 3 North Concourse 2 Package
3 Airport Concourse - Architectural Services - AV08000087, AV13000003 FAA
(Ordinance S-49589)

Request to authorize the City Manager, or his designee, to enter into an agreement
with Hellmuth, Obata & Kassabaum, Inc., dba HOK to provide Architectural Services
that include program validation, design, and possible construction administration and
inspection services for the Phoenix Sky Harbor International Airport Terminal 3 North
Concourse 2 Package 3 Airport Concourse project. Further request to authorize
execution of amendments to the agreement as necessary within the Council-approved
expenditure authority as provided below and for the City Controller to disburse all
funds related to this item. The fee for services will not exceed $30.7 million.

Additionally, request to authorize the City Manager, or his designee, to take all action
as may be necessary or appropriate and to execute all design and construction
agreements, licenses, permits and requests for utility services relating to the
development, design and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunications, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception pursuant to Phoenix City Code 42-20 to authorize
inclusion in the documents pertaining to this transaction of indemnification and
assumption of liability provisions that otherwise should be prohibited by Phoenix City
Code 42-18. This authorization excludes any transaction involving an interest in real
property.

Summary
The purpose of this project is to develop a new six-gate, two level airport concourse at
Terminal 3 of Phoenix Sky Harbor International Airport to accommodate operations for
airlines, passengers and airport staff. The planned work will include an aircraft apron to
accommodate six Airplane Design Group III aircraft that may service two Airplane
Design Group V via two-for-one exchange; a connector bridge between the existing
and new concourse to facilitate passenger movement with moving walkways; and one
or more passenger bus lobbies at Terminal 4 north concourses to facilitate
passageway or a tunnel to facilitate inter-terminal passenger connections between
Terminal 3 and Terminal 4.


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Hellmuth, Obata & Kassabaum, Inc., dba HOK's services include, but are not limited
to: coordinate all permits, approvals and utility location; prepare monthly progress
reporting; perform all design services under this contract; provide design team to
deliver complete project including integrated technology specialties; collaborate with
the selected Construction Manager at Risk (CMAR); verify Leadership in Energy and
Environmental Design requirements and certification level; develop and submit
drawings and specifications for all phases of design; collaborate with the City to meet
project requirements for scope, budget and schedule; address stakeholder and CMAR
design/constructability review comments from milestone reviews; prepare cost
estimates and reconcile with CMAR construction cost estimates; perform value
engineering; make presentations to stakeholders; prepare and submit FAA monthly
construction progress reports; and during construction, respond to Requests for
Information; review and validate CMAR change notifications and change orders;
participate in Operational Readiness Activation and Transition meetings; perform field
inspections and prepare reports to ensure compliance with the project plans and
specifications; participate in warranty inspection; and provide other services as needed
for a complete project.

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603 of the Arizona Revised Statutes (A.R.S.). In accordance with A.R.S.
section 34-603(H), the City may not publicly release information on proposals received
or the scoring results until an agreement is awarded. Four firms submitted proposals
and are listed below.

Selected Firm
Rank 1: Hellmuth, Obata & Kassabaum, Inc., dba HOK

Additional Proposers
Rank 2: DWL Architects+Planners, Inc.
Rank 3: M. Arthur Gensler Jr. and Associates, Inc.
Rank 4: Stantec Consulting Services, Inc.

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.




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Financial Impact
The agreement value for Hellmuth, Obata & Kassabaum, Inc., dba HOK will not
exceed $30.7 million, including all subconsultant and reimbursable costs.

Funding is available in the Aviation Department's Capital Improvement Program
budget. The Aviation Department anticipates partial grant funding for this project. The
Budget and Research Department will separately review and approve funding
availability prior to execution of any amendments. Payments may be made up to
agreement limits for all rendered agreement services, which may extend past the
agreement termination.

Location
2485 E. Buckeye Road
Council District: 8

Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Aviation Department and the City Engineer.




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Item text
Phoenix Sky Harbor International Airport Terminal 3 North Concourse 2 Package
1 Airfield Services - Construction Manager at Risk Preconstruction Services -
AV08000086 FAA (Ordinance S-49590)

Request to authorize the City Manager, or his designee, to enter into an agreement
with Kiewit Infrastructure West Co., to provide Construction Manager at Risk
Preconstruction Services for the Phoenix Sky Harbor International Airport Terminal 3
North Concourse 2 Package 1 Airfield Services project. Further request to authorize
execution of amendments to the agreement as necessary within the City Council-
approved expenditure authority as provided below and for the City Controller to
disburse all funds related to this item. The fee for services will not exceed $569,000.

Summary
The purpose of this project is to reconstruct an airfield vehicle and pedestrian access
gate to replace the existing Gate 141, redevelop the American Airlines mail sort facility
named C-Point, and improve the vehicle service roads to provide inter-terminal
passenger bus service between Terminal 3 and Terminal 4 of Phoenix Sky Harbor
International Airport.

Kiewit Infrastructure West Co., will begin in an agency support role for Construction
Manager At Risk Preconstruction Services. Kiewit Infrastructure West Co., will assume
the risk of delivering the project through a Guaranteed Maximum Price agreement.

Kiewit Infrastructure West Co.'s Preconstruction Services include, but are not limited
to: detailed cost estimating and knowledge of marketplace conditions; project planning
and scheduling; construction phasing and scheduling that will minimize interruption to
airport and stakeholder operations; construction phasing that matches grant funding
amounts; provide alternate systems evaluation and constructability studies; advise the
City on ways to gain efficiencies in project delivery; provide long-lead procurement
studies and initiate procurement of long-lead items; assist in the permitting processes,
and protect the owner's sensitivity to quality, safety and environmental factors; and
participate with the City in a process to establish a Small Business Enterprise goal for
the project.




Page 444

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603 of the Arizona Revised Statutes (A.R.S.). In accordance with A.R.S.
section 34-603(H), the City may not publicly release information on proposals received
or the scoring results until an agreement is awarded. Three firms submitted proposals
and are listed below.

Selected Firm
Rank 1: Kiewit Infrastructure West Co.

Additional Proposers
Rank 2: Sundt Construction, Inc.
Rank 3: J. Banicki Construction, Inc.

Contract Term
The term of the agreement is five years from issuance of the Notice to Proceed. Work
scope identified and incorporated into the agreement prior to the end of the term may
be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for Kiewit Infrastructure West Co. will not exceed $569,000,
including all subcontractor and reimbursable costs.

Funding is available in the Aviation Department's Capital Improvement Program
budget. The Aviation Department anticipates partial grant funding for this project. The
Budget and Research Department will separately review and approve funding
availability prior to execution of any amendments. Payments may be made up to
agreement limits for all rendered agreement services, which may extend past the
agreement termination.

Location
2485 E. Buckeye Road
Council District: 8

Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Aviation Department and the City Engineer.




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Item text
Phoenix Sky Harbor International Airport Terminal 3 North Concourse 2 Package
3 Airport Concourse - Construction Manager at Risk Preconstruction Services -
AV08000087, AV13000003 FAA (Ordinance S-49591)

Request to authorize the City Manager, or his designee, to enter into an agreement
with McCarthy Building Companies, Inc. to provide Construction Manager at Risk
Preconstruction Services for the Phoenix Sky Harbor International Airport Terminal 3
North Concourse 2 Package 3 Airport Concourse project. Further request to authorize
execution of amendments to the agreement, as necessary within the Council-approved
expenditure authority as provided below, and for the City Controller to disburse all
funds related to this item. The fee for services will not exceed $4,797,000.

Summary
The purpose of this project is to develop a new six-gate, two level airport concourse at
Terminal 3 of Phoenix Sky Harbor International Airport to accommodate operations for
airlines, passengers and airport staff. The planned work will include an aircraft apron to
accommodate six Airplane Design Group III aircrafts that may service two Airplane
Design Group V via two-for-one exchange; a connector bridge between the existing
and new concourse to facilitate passenger movement with moving walkways; and one
or more passenger bus lobbies at Terminal 4 north concourses to facilitate
passageway or a tunnel to facilitate inter-terminal passenger connections between
Terminal 3 and Terminal 4.

McCarthy Building Companies, Inc. will begin in an agency support role for
Construction Manager at Risk Preconstruction Services. McCarthy Building
Companies, Inc. will assume the risk of delivering the project through a Guaranteed
Maximum Price agreement.

McCarthy Building Companies, Inc.’s Preconstruction Services include, but are not
limited to: detailed cost estimating and knowledge of marketplace conditions; project
planning and scheduling; construction phasing and scheduling that will minimize
interruption to airport and stakeholder operations; construction phasing that matches
grant funding amounts; provide alternate systems evaluation and constructability
studies; advise the City on ways to gain efficiencies in project delivery; provide long-
lead procurement studies and initiate procurement of long-lead items; assist in the


Page 446

permitting processes and protect the owner’s sensitivity to quality, safety and
environmental factors; and participate with the City in a process to establish a Small
Business Enterprise goal for the project.

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603 of the Arizona Revised Statutes (A.R.S.). In accordance with A.R.S.
section 34-603(H), the City may not publicly release information on proposals received
or the scoring results until an agreement is awarded. Five firms submitted proposals
and are listed below.

Selected Firm
Rank 1: McCarthy Building Companies, Inc.

Additional Proposers
Rank 2: Hensel Phelps Construction Co.
Rank 3: Austin Commercial, LP
Rank 4: Hunt Construction Group, Inc. dba AECOM Hunt
Rank 5: The Weitz Company, LLC

Contract Term
The term of the agreement is five years from issuance of the Notice to Proceed. Work
scope identified and incorporated into the agreement prior to the end of the term may
be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for McCarthy Building Companies, Inc. will not exceed
$4,797,000, including all subcontractor and reimbursable costs.

Funding is available in the Aviation Department's Capital Improvement Program
budget. The Aviation Department anticipates partial grant funding for this project. The
Budget and Research Department will separately review and approve funding
availability prior to execution of any amendments. Payments may be made up to
agreement limits for all rendered agreement services, which may extend past the
agreement termination.

Location
2485 E. Buckeye Road
Council District: 8



Page 447

Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Aviation Department and the City Engineer.




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Item text
Ground Lease with Mesa Airlines, Inc. (Ordinance S-49599)

Request to authorize the City Manager, or his designee, to amend Ground Lease
Agreement 134356 with Mesa Airlines, Inc. at Phoenix Sky Harbor International Airport
to extend the lease to Dec. 31, 2027, with three one-year options to extend the term.

Summary
Mesa Airlines, Inc. (Mesa) has leased a corporate hangar and contiguous ramp space
at Phoenix Sky Harbor International Airport (PHX) under the current ground lease
since 2012. The ground lease is on its fourth and final extension and is scheduled to
expire on Sept. 30, 2023. Mesa uses the hangar and ramp space for maintenance of
their fleet of regional jets. Mesa currently flies regional jets through PHX on routes for
American Airlines, but the air carriers are winding down their relationship within the
next year. Mesa intends to allocate aircraft and pilots in a new partnership with United
Airlines, Inc. Mesa has asked to extend the lease to Dec. 31, 2027, with three one-
year options to extend.

Contract Term
The term will be extended, expiring Dec. 31, 2027, with three one-year options to
extend that may be exercised at the sole discretion of the Director of Aviation Services.

Financial Impact
Annual rent for the first year of the extension for the hangar and apron will be
approximately $414,879 and will be adjusted per the Phoenix-Mesa-Scottsdale
Consumer Price Index (CPI) at the beginning of the calendar year for each year of the
extension. Total anticipated rent from this lease over the term, if all options are
exercised, will be approximately $3,007,872, not including CPI.

Concurrence/Previous Council Action
The City Council approved:
· Ground Lease 134356 (Ordinance S-38371) on Dec. 14, 2011; and
· Ground Lease 134356 - Amendment (Ordinance S-44612) on May 16, 2018.

The Business and Development Subcommittee recommended approval of this item on



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March 2, 2023 by a vote of 3-0.
The Phoenix Aviation Advisory Board recommended approval of this item on March 16,
2023 by a vote of 6-0.

Location
Phoenix Sky Harbor International Airport - 3949 E. Air Lane
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




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Civil Air Patrol Lease Extension at Phoenix Deer Valley Airport (Ordinance S-
49625)

Request to authorize the City Manager, or his designee, to execute an amendment to
extend a hangar lease with Civil Air Patrol (CAP) for five years with two one-year
options at Phoenix Deer Valley Airport (DVT).

Summary
CAP leases a corporate hangar at DVT of approximately 6,000 square feet under the
terms of Corporate Hanger Lease Agreement 136822. CAP is a non-profit United
States Air Force Auxiliary which provides aviation-related education and flight training
to local youth and adults to assist federal and local state authorities in the event of
local and national emergencies. CAP uses the hangar facility in support of its non-
profit and non-commercial mission, which includes aerial search and rescue,
humanitarian aid services, and a cadet program that introduces cadets to aviation.

CAP has been a tenant at DVT since 1989 and leases the hangar facility for one dollar
per year consistent with FAA regulations recognizing CAP as a not-for-profit aviation
organization and the direct benefits of CAP unit to DVT and to the aviation community.

Contract Term
The term will be for five years with two one-year options to extend, which may be
exercised by the Director of Aviation Services. Provisions of the amendment will
include an option for CAP to extend the term for an additional five years if CAP invests
a minimum of $1 million to expand or modernize the hangar.

Financial Impact
Rent for the lease will remain at $1 per year, which is consistent with rent CAP pays at
other airport locations in Arizona. Total rent under the maximum aggregate term of the
lease will be $12.

Concurrence/Previous Council Action
· Lease Agreement 136822 (Ordinance S-39339) on Nov. 7, 2012;



Page 451

· Extension of Lease Agreement 136822 (Ordinance S-46174) on Nov. 20, 2019;
· The Phoenix Aviation Advisory Board, Business and Development Subcommittee
recommended approval of this item on March 2, 2023 by a vote of 3-0;
· The Phoenix Aviation Advisory Board recommended approval of this item on March
16, 2023 by a vote of 6-0.

Location
Phoenix Deer Valley Airport, 702 West Deer Valley Road
Council District: 1

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




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Item text
Contract Award for Transit-Oriented Development Planning Grant for the
Northwest Extension Phase II Light Rail Corridor (Ordinance S-49594)

Request to authorize the City Manager, or his designee, to enter into a contract with
Jacobs Engineering Group, Inc. to provide consultant services to assist with the
implementation of the Northwest Extension Phase II Light Rail Transit-Oriented
Development Grant for the Public Transit Department. Further request to authorize
the City Controller to disburse all funds related to this item. The total value of this
contract will not exceed $1.5 million.

Summary
In December 2020, the Federal Transit Administration (FTA) selected the City of
Phoenix to receive a Transit-Oriented Development (TOD) Planning Grant to plan
for future development along the Northwest Extension Phase II (NWEII) Project.
The FTA awarded Phoenix with funding of $1 million, which is further supported by
a $500,000 local match from Phoenix’s Transportation 2050 (T2050) Fund. The
Grant’s purpose is to support the FTA’s mission for the improvement of America’s
communities with public transportation by providing funding to local communities to
integrate land use and transportation planning through a new fixed guideway or
core capacity transit capital investment, such as a light rail extension.

The Grant will assist City staff with research, community/stakeholder engagement,
and urban design services for a TOD Policy Plan and Active Transportation
Implementation Plan. The land use planning will advance TOD in the corridor and
the region by working with residents, business/property owners, and community
organizations/leaders to create a comprehensive plan that lays the groundwork for
urban, mixed-use development built to a pedestrian scale. This includes an
integrated network of routes and connections for pedestrians/bicyclists, a theme for
streetscape improvements, and an outline of resources and actions needed for
implementation. The Grant provides resources to work closely with the community
to develop and implement policy plans in the corridor by: collecting a detailed
inventory of existing land uses, hosting community stakeholder
workshops/meetings, working with the community to develop a community vision,
and identifying strategies and performance measures to implement an overall


Page 453

vision. The proposed work will ensure that the NWEII community and stakeholders
have an opportunity to develop their own community-driven vision and
implementation plan.

Procurement Information
By Formal Action on Nov. 3, 2021, City Council approved staff’s request to issue a
request for proposals (RFP) for consultant services to assist with the research,
implementation, and execution of the Northwest Extension Phase II Light Rail
Transit-Oriented Development Grant. The RFP was issued Sept. 12, 2022, and by
addendum the proposal-submission deadline was extended by six days to Oct. 17,
2022 to address vendor-submitted inquiries.

Two proposals were received in response to the RFP, with one offer determined non
-responsive for failure to submit all federally-required certifications. An evaluation
panel comprised of staff from the City of Phoenix, Valley Metro and a member of the
public reviewed the proposal based on the following criteria:
Method of Approach (350 points)
Team Qualifications and Experience (350 points)
Personnel Qualifications and Experience (200 points)
Price (100 points)

The evaluation committee reached consensus to award the contract to Jacobs
Engineering Group, Inc.

Contract Term
The contract's term will begin on or about May 1, 2023 for an initial two-year period,
with an option to extend the contract's term up to one additional year to coincide
with project completion. The extension option will be exercised by the Public Transit
Director only if it is in the City's best interest to do so and the contractor has
performed satisfactorily during the initial two-year contract term.

Financial Impact
The contract value will not exceed $1.5 million, and funds are available in the Public
Transit Department Capital Improvement Program budget from the following
funding sources:
· Federal Transit Administration TOD Grant - $1 million
· City of Phoenix Transportation 2050 Funds - $500,000




Page 454

Concurrence/Previous Council Action
This item was recommended for approval at:
· The Citizen’s Transportation Commission Meeting on Feb. 23, 2023, by a vote of
9-0.

Location
The Northwest Extension Phase II TOD planning project area is generally bounded
by 19th Avenue on the east, 35th Avenue on the west, Peoria Avenue on the north,
and Butler Road on the south.
Council Districts: 1, 3, and 5

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public
Transit Department.




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Item text
Automobiles, SUVs, Vans, and Light Trucks, with Related Equipment and
Accessories Contract - COOP 23-065 - Request for Award (Ordinance S-49571)

Request to authorize the City Manager, or his designee, to enter into a contract with 72
Hour LLC, dba National Auto Fleet Group to provide automobiles, SUVs, vans, and
light trucks, with related equipment and accessories, for the Public Works Department.
Further request to authorize the City Controller to disburse all funds related to this
item. The total value of the contract will not exceed $8,520,000.

Summary
This contract will provide a supplemental supply of new vehicles provided by multiple
foreign and domestic manufacturers. The City of Phoenix traditionally purchases
vehicles from local dealerships through City contracts managed by the Public Works
Department. However, the Department has identified a need to broaden purchasing
options to support the purchase of electric vehicles from various manufacturers as they
become available. This contract supports the Phoenix Climate Action Plan,
Transportation Electrification Plan, and Sustainability Goals.

Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of an approved Determination Memo based on the following reason:
Special Circumstances Alternative Competition. Sourcewell is a State of Minnesota
local government unit and service cooperative created under the laws of the State of
Minnesota that offers cooperative procurement solutions to government entities.
Sourcewell's cooperative agreement best aligns with the Public Works Department's
need to broaden its available resources for purchasing alternative fleet vehicles.
Sourcewell's contract was competitively bid and was awarded in a manner consistent
with the City of Phoenix's procurement processes. The cooperative agreement is a
procurement solution that offers competitive pricing by utilizing a percentage off of the
Manufacturer's Suggested Retail Price/List, across 15 manufacturers, for automobile
purchases.

Contract Term
The contract will begin on or about June 1, 2023, for a five-year term, with no options
to extend.


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Financial Impact
The contract value will not exceed $8,520,000 for the five-year term.

Funding is available in various City departments' budgets.

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Works
Department.




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Item text
Renewable Natural Gas - Contract Recommendation (Ordinance S-49595)

Request to authorize the City Manager, or his designee, to enter into a contract with
U.S. Venture Inc., DBA U.S. Gain for the supply of Renewable Natural Gas (RNG).
Further request to authorize the City Treasurer to accept all monies and credits related
to this item.

Summary
The Public Works Department is responsible for providing fuel, including Compressed
Natural Gas (CNG), to the City's vehicles and equipment. U.S. Gain will deliver RNG
and provide it to the four major service centers through a pipeline. Renewable natural
gas is carbon neutral or carbon negative as it captures methane that would otherwise
be released into the atmosphere from organic sources. The RNG will be used to power
solid waste collection vehicles.

Procurement Information
This item is exempt from Administrative Regulation 3.10 citing fuel purchase.

Contract Term
This contract will begin on or about June 1, 2023, for a five-and-one-half-year period.

Financial Impact
This item will have no impact to the General Fund.

Responsible Department
This item is submitted by Deputy City Manager Maria Paniagua and the Public Works
Department.




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Amend City Code - Proposed Solid Waste Disposal Facility Fee Increase and
Permit Fee Elimination (Ordinance G-7100)

Request the City Council to amend section 27-53 of the Phoenix City Code to increase
the solid waste disposal fee applicable to commercial customers disposing solid waste
at City facilities to $55 a ton and to eliminate the solid waste disposal facility permit fee
with an effective date of May 22, 2023. The solid waste disposal facility fee was last
raised in July 2021.

Summary
The Public Works Department (PWD) assists in providing a safe and aesthetically
acceptable environment through effective, integrated management of the community's
solid waste stream, including collection, disposal, source reduction and recycling
activities. Annually, PWD processes over 480,000 transactions between both the 27th
Avenue Transfer Station and the North Gateway Transfer Station.

Over the past year, the Solid Waste utility has seen a significant increase in costs
related to inflationary pressures such as fuel, equipment, waste transportation, and
recycling processing. To address these increases, PWD developed a solid waste
financial plan to determine the revenue requirements that support the operating budget
for the two City-owned transfer stations, landfill, and composting facility. On Dec. 1,
2022, the Solid Waste Rate Advisory Committee recommended increasing revenue by
raising the disposal fee for commercial customers at the transfer stations and landfill
by $11 a ton, which would change the current rate of $44 a ton to $55 a ton with an
effective date of May 22, 2023. The solid waste disposal facility fee was last raised in
July 2021 as part of the Solid Waste Service Rate Increase approved by City Council
on Feb. 11, 2020.

In addition, the City requires commercial customers to obtain a solid waste permit
when using the City's disposal facilities. The permit allows the City to maintain
accurate commercial customer records, including vehicle tare weights and streamlines
the customer service experience. Currently, the City charges five dollars to obtain each
permit. By eliminating this permit fee, it can be absorbed into the comprehensive
disposal facility fee beginning May 22, 2023.



Page 459

Concurrence/Previous Council Action
The Community and Cultural Investment Subcommittee recommended this item for
approval on Feb. 1, 2023, by a vote of 4-0.

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Works
Department.




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Amend City Code 31-101(b) Street Improvements - Assessment Policy
(Ordinance G-7101)

Request to amend Phoenix City Code 31-101(b) regarding Street improvements -
Assessment policy to update “Scalloped Street” assessment policies to align with
Arizona Revised Statutes (A.R.S. Section 9-243).

Summary
Phoenix streets are primarily constructed by adjacent private developers at time of site
development as outlined in Chapter 32 of the Phoenix City Code (Subdivisions).
However, staggered development patterns, market conditions and construction trends
have resulted in many streets not having a completed cross section, therefore not
serving to their ultimate capacity. These street cross sections with inconsistent, non-
systematic configurations are referred to as "scalloped streets." Scalloped streets can
cause traffic congestion, travel delays and lack of accessibility for those with
disabilities. The consideration and use of a "scalloped streets" policy would allow the
City to address critical missing street segments to benefit the surrounding community
and traveling public, while retaining the ability to cost share for these improvements if
future private development occurs that also benefits from the street improvements.

With regards to "Scalloped Streets," the Street Transportation Department (Streets)
determined that current State Statutes provide for greater flexibility, applicability and
cost recovery of funding in comparison to existing adopted City policies in Phoenix City
Code Chapter 31 (Streets and Sidewalks). The City would benefit by removing the
"Scalloped Streets" portions of existing City Code (31-101), which would allow the City
to follow a "Scalloped Streets" policy in adherence to the existing Arizona Revised
Statutes (A.R.S. Section 9-243) and improve the flexibility and ease of use for Streets'
staff.

In May 2022 and November 2022, Streets' staff sent notification of the proposed City
Code modifications to representatives of the development industry with no noted
objections.

The Transportation, Infrastructure and Planning (TIP) Subcommittee recommended
Council approval of the City Code 31-101(b) changes (Attachment A) to align with


Page 461

Arizona Revised Statutes (A.R.S. Section 9-243).

Concurrence/Previous Council Action
· Council adopted an ordinance amending Chapter 31 of City Code adding an article
entitled 'Street Improvements Before Development' on April 18, 1984 (G-2620).
· Council amended sections 31-100, 31-101 and 31-102 of Chapter 31 of City Code
to include assessment and collection procedures for street improvements on July 3,
1991 (G-3446).
· TIP Subcommittee recommended Council approval of this item by a vote of 4-0 on
Feb. 15, 2023.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, the Street
Transportation Department, and the City Engineer.




Page 462
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE.

Attachment A

Proposed Phoenix City Code Revisions
31-101(b) Street improvements—Assessment policy.
1. The assessment of property, if adjacent arterial streets are involved,
shall NOT EXCEED THE COST OF IMPROVING MORE THAN ONE-HALF
OF THE WIDTH OR MORE THAN ONE THOUSAND LINEAL FEET OF
SUCH ADJACENT ARTERIAL STREET, EXCEPT THAT IF ANY PARCEL
OF LAND IS PRESENTLY BEING USED FOR SINGLE FAMILY


T
RESIDENTIAL USE AND THE WIDTH OF SUCH DOES NOT EXCEED
TWO HUNDRED LINEAL FEET, SUCH PROPERTY SHALL NOT BE
ASSESSED GREATER THAN ONE-HALF THE COST OF THE
AVERAGE RESIDENTIAL STREET. be limited to curb, sidewalk and




AF
paving between the edge of existing paving and the curb and gutter, or one
lane width (whichever is less). The assessment may not exceed one
thousand lineal feet of street frontage per common ownership.
2. Any parcel of land on an arterial street which, at the time of assessment,
is used for single- family residential use, with single-family zoning, and the
frontage of which does not exceed two hundred lineal feet, shall not be
assessed.
32. The provisions of Section 31-101 shall not apply to property located
within a Council- approved "redevelopment area."
4. The provisions of Section 31-101 may only be applied if the arterial
street being improved is at least sixty percent completed with standard



R
paving and curb and gutter and sidewalk from beginning of permanent
pavement to end of permanent pavement. The sixty percent completion is
measured along the frontage of the parcels contained within the project and
includes those
parcels that are non-assessable as defined elsewhere in this ordinance.




D
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Item text
Rules and Regulations for Operation and Movement of Overdimensional
Vehicles and Overweight Vehicles (Ordinance S-49570)

Request the City Manager, or his designee, to approve Rules and Regulations for the
operation and movement of overweight and overdimensional vehicles or combination
of vehicles, mobile homes and houses on the City’s roadways, and to repeal
Ordinance S-20764. Request the City Manager, or his designee, designate a Permit
Supervisor from the Street Transportation Department to oversee and monitor the
Overdimensional and Overweight Permit Program.

Summary
Arizona Revised Statutes, title 28, chapter 3, article 18, provides that local authorities
may issue special permits for the operation or movement of oversize and overweight
vehicles including, but not limited to, mobile homes and houses. Arizona Revised
Statutes, section 28-1104, provides that if a special permit is issued, the local authority
may establish limitations and set forth conditions of operation of the vehicle or vehicles
to reduce damage to the roads, surfaces or structures, and may require other security
measures as deemed necessary to compensate for any injury to any roadway or road
structure.

In 1992, City Council authorized the City Manager to designate a Permit Supervisor
from the Phoenix Police Department to manage these applications. The Police
Department was authorized to accept and review the applications pursuant to the
Overdimensional and Overweight Permit Program. If an application met the
requirements set forth in the Rules and Regulations, the Police Department would
issue the permit. The permits allow legal travel on the City’s right-of-way for oversize
and overweight vehicle loads. Shifting this function to the Street Transportation
Department allows the Police Department to focus on their core department functions
and the Street Transportation Department already manages other uses within the right-
of-way. There is already permit management functions within the Street Transportation
Department for right-of-way and the acceptance and review of applications and
issuance of permits for the Overdimensional and Overweight Permit Program fits in the
overall City Manager's effort to maximize Department efficiencies.




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Financial Impact
There is no financial impact to the City.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Street
Transportation Department.




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Item text
Large Diameter Sanitary Sewer Rehabilitation - Grade 5 Pipe - Engineering
Services Amendment - WS90500273 (Ordinance S-49582)

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 150127 with Brown and Caldwell, Inc., to provide Construction
Administration and Inspection Services for the Large Diameter Sanitary Sewer
Rehabilitation - Grade 5 Pipe project. Further request to authorize execution of
amendments to the agreement, as necessary and within the Council-approved
expenditure authority as provided below, and for the City Controller to disburse all
funds related to this item. The additional fee for services will not exceed $1.5 million.

Summary
The Large Diameter Sanitary Sewer System includes approximately 220 miles of pipe
with diameter sizes greater than 15 inches and over 1,900 sanitary sewer manholes.
The 2019 Large Diameter Sanitary Sewer Condition Assessment Report
recommended rehabilitation of 55 pipe segments with Grade 5 Structural Rating.
Grade 5 pipe segments contain severe defects that are the highest priority to
rehabilitate.

This amendment is necessary as the project was phased into four design packages
versus a single package and the project deliverable was changed to manhole
rehabilitation work sheet versus typical design sheet. This change increased overall
project duration and review periods. This amendment will provide additional time to the
agreement.

Brown and Caldwell, Inc.'s additional services include, but are not limited to:
administer the construction schedule; review of submittals; issue interpretations and
clarifications; certify contractor progress payments; inspections, survey, material
testing, record drawings and project documents; and field administration.

Contract Term
The term of the agreement amendment is five years from the issuance of the Notice to
Proceed. Work scope identified and incorporated into the agreement prior to the end of
the term may be agreed to by the parties and work may extend past the termination of
the agreement. No additional changes may be executed after the end of the term.


Page 466


Financial Impact
· The initial agreement for Engineering Services was approved for an amount not to
exceed $3.1 million.
· This amendment will increase the agreement by an additional $1.5 million, for a
new total amount not to exceed $4.6 million, including all subconsultant and
reimbursable costs.

Concurrence/Previous Council Action
The City Council approved:
· Engineering Services Agreement 150125 (Ordinance S-45716) on June 5, 2019.

Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Alan
Stephenson, the Water Services Department and the City Engineer.




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Name Change on Multiple City Agreements to Ardurra Group, Inc. - Amendment
(Ordinance S-49583)

Request to authorize the City Manager, or his designee, to execute an amendment
with Ritoch-Powell & Associates Consulting Engineers, Inc. to Agreement 155659 for
Pavement Maintenance Job Order Contract Support Construction Inspection On-Call
Services and to Agreement 156759 for the Water Main Replacement Program
Engineering / Consulting On-Call Services to approve a name change to Ardurra
Group, Inc. Further request to authorize execution of amendments to the agreement
as necessary within the Council-approved expenditure authority as provided below,
and for the City Controller to disburse all funds related to this item.

Summary
On Feb. 1, 2022, the City and Ritoch-Powell & Associates Consulting Engineers, Inc.,
entered into the Pavement Maintenance Job Order Contract Support Construction
Inspection On-Call Agreement 155659. On Oct. 1, 2022, the City and Ritoch-Powell &
Associates Consulting Engineers, Inc., entered into the Water Main Replacement
Program Engineering / Consulting On-Call Agreement 156759.

This amendment is necessary because on March 10, 2022, Ritoch-Powell &
Associates Consulting Engineers, Inc. notified the City of its name change from Ritoch-
Powell & Associates Consulting Engineers, Inc. to Ardurra Group, Inc. and is now
operating under the name of Ardurra Group, Inc.

Contract Term
The term of the agreements remains unchanged. Work scope identified and
incorporated into the agreement prior to the end of the term may be agreed to by the
parties, and work may extend past the termination of the agreement. No additional
changes may be executed after the end of the term.

Financial Impact
The initial agreement values remain unchanged.

Concurrence/Previous Council Action
The City Council approved:


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· Pavement Maintenance Job Order Contract Support Construction Inspection On-
Call Services Agreement 155659 (Ordinance S-48178) on Dec. 15, 2021; and
· Water Main Replacement Program Engineering / Consulting On-Call Services
Agreement 156759 (Ordinance S-48881) on July 1, 2022.

Responsible Department
This item is submitted by Deputy City Managers Alan Stephenson and Ginger
Spencer, the Street Transportation and Water Services departments, and the City
Engineer.




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Item text
Name Change Agreement to Ardurra, Inc. - Engineering On-Call Services for
Calendar Years 2023-2024 - Amendment (Ordinance S-49600)

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 157195 with Ardurra, Inc. to approve a name change to Ardurra Group, Inc.
for the Citywide Engineering On-Call Services for Calendar Years 2023-2024 project.
Further request to authorize execution of amendments to the agreement as necessary
within the Council-approved expenditure authority as provided below, and for the City
Controller to disburse all funds related to this item.

Summary
On Oct. 12, 2022, the City Council approved Ordinance S-49068 for the Citywide
Engineering On-Call Services for Calendar Years 2023-2024 with a clerical error on
one of the consultant's name. The consultant's name was listed as Ardurra, Inc. and
the firm is operating under Ardurra Group, Inc.

This amendment is necessary to correct a clerical error of the consultant's name.

Contract Term
The term of the agreement remains unchanged.

Financial Impact
The initial agreement remains unchanged.

Concurrence/Previous Council Action
The City Council approved:
• Engineering On-Call Services for Calendar Years 2023-2024 Agreements 157189-
157248 (Ordinance S-49068) on Oct. 12, 2022.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, the Street
Transportation Department and the City Engineer.




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Aviation Department Facility Condition Assessment On-Call Services (Ordinance
S-49592)

Request to authorize the City Manager, or his designee, to enter into separate
agreements with the five consultants to provide Facility Condition Assessment On-Call
services for the Aviation Department. Further request to authorize execution of
amendments to the agreements, as necessary within the Council-approved
expenditure authority as provided below, and for the City Controller to disburse all
funds related to this item. The total fee for services will not exceed $1,750,000.

Additionally, request to authorize the City Manager, or his designee, to take all action
as may be necessary or appropriate and to execute all design and construction
agreements, licenses, permits, and requests for utility services relating to the
development, design and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunications, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception pursuant to Phoenix City Code 42-20 to authorize
inclusion in the documents pertaining to this transaction of indemnification and
assumption of liability provisions that otherwise should be prohibited by Phoenix City
Code 42-18. This authorization excludes any transaction involving an interest in real
property.

Summary
The City's Administrative Regulation 5.43 requires Facility Condition Assessments
(FCAs) be conducted on all City-owned and maintained facilities every 10 years, which
necessitates a certain number of Aviation properties to be assessed annually to
support a 10-year rotation. The FCAs will serve as operating and capital planning tools
with the supporting data and information necessary to identify and address immediate
needs, establish or modify preventative maintenance programs, and develop business
cases for capital maintenance or replacement at Phoenix Sky Harbor International
Airport, Phoenix Deer Valley Airport, and Phoenix Goodyear Airport. This program will
ensure facility management needs are identified, planned and budgeted in a timely
fashion, which is necessary for the safety of employees, business partners and
customers. In addition to saving time and money, this dedicated on-call for the Aviation
Department will provide access to firms with the necessary comprehensive experience


Page 471

in conducting FCAs at airports and other complex 24/7/365 facilities.

The On-Call consultants will be responsible for providing On-Call Facility Condition
Assessment services for City-owned and City-maintained facilities that include, but are
not limited to: General Civil, Survey, Structural, Mechanical, Plumbing, Electrical, and
Energy services; perform FCAs to meet the requirements set forth in American Society
for Testing and Materials Designation: E2018-15, Standard Guide for Property
Condition Assessments: Baseline Property Condition Assessment Process; current
Americans with Disabilities Act standards; current Phoenix Building Construction
Codes; and the current International Building Code.

Procurement Information
The selections were made using a qualifications-based selection process set forth in
section 34-604 of the Arizona Revised Statutes (A.R.S.). In accordance with A.R.S.
section 34-604(H), the City may not publicly release information on proposals received
or the scoring results until an agreement is awarded. Sixteen firms submitted
proposals and are listed in Attachment A.

Contract Term
The term of each agreement is up to five years, or up to $1,750,000 aggregate,
whichever occurs first. Work scope identified and incorporated into the agreement prior
to the end of the term may be agreed to by the parties, and work may extend past the
termination of the agreement. No additional changes may be executed after the end of
the term.

Financial Impact
The total value for the On-Call consultant agreements will not exceed $1,750,000,
including all subconsultant and reimbursable costs.

Funding is available in the Aviation Department's Capital Improvement Program and
Operating budgets. The Budget and Research Department will review and approve
funding availability prior to issuance of any On-Call task order of $100,000 or more.
Payments may be made up to agreement limits for all rendered agreement services,
which may extend past the agreement termination.

Location
Phoenix Sky Harbor International Airport located at 2485 E. Buckeye Road
Phoenix Deer Valley Airport located at 702 W. Deer Valley Road
Phoenix Goodyear Airport located at 1658 S. Litchfield Road, Goodyear, Ariz.
Council Districts: 1, 8 and Out of City



Page 472


Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Aviation Department and the City Engineer.




Page 473
ATTACHMENT A


Selected Firms
Rank 1: Atkins North America, Inc. dba Faithful+Gould
Rank 2: Kimley-Horn and Associates, Inc.
Rank 3: Bureau Veritas Technical Assessments, LLC
Rank 4: Mead & Hunt, Inc.
Rank 5: Kitchell/CEM, Inc.

Additional Proposers
Rank 6: McKinstry Essention, LLC
Rank 7: Terracon Consultants, Inc.
Rank 8: Deccan Consulting, LLC
Rank 9: ECS Southwest, LLP
Rank 10: IMEG Corp.
Rank 11: Partner Engineering and Science, Inc.
Rank 12: Walker Consultants, Inc.
Rank 13: TRC Environmental Corporation
Rank 14: Advanced Structural Engineering, Inc.
Rank 15: Martin, White & Griffis Structural Engineers, Inc.
Rank 16: Swanson Rink, Inc.




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BNSF Railway Company Preliminary Engineering Services Agreement for
Engineering and Construction Services on Lower Buckeye Road from 27th to
19th Avenues - ST85100411 (Ordinance S-49596)

Request to authorize the City Manager, or his designee, to enter into a Preliminary
Engineering Services Agreement with BNSF Railway Company to authorize
engineering and construction services. Further request the City Council to grant an
exception pursuant to Phoenix City Code 42-20 to authorize inclusion in the
documents pertaining to this transaction of indemnification and assumption of liability
provisions that otherwise should be prohibited by Phoenix City Code 42-18.

Summary
The City is constructing a Capital Improvement Program project on Lower Buckeye
Road from 27th to 19th avenues that will encroach on BNSF Railway Company
facilities. The purpose of this agreement is to authorize BNSF Railway Company to
begin engineering design and allow for the future construction of facilities that will be
impacted by the City's work. As this is a Preliminary Agreement, there are no funds
identified at this time.

Contract Term
The term of the Agreement will begin on or about April 1, 2023, and will expire when
work is complete on approximately Dec. 30, 2024.

Financial Impact
There is no financial impact to the City of Phoenix.

Location
Lower Buckeye Road, 27th to 19th avenues.
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, the Street
Transportation Department, and the City Engineer.




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Request Approval to Accept Funding and Enter into Development Agreement
with VIAONE Development for the Skunk Creek Channelization Design Concept
Report (Ordinance S-49604)

Request to authorize the City Manager, or his designee, to accept funding and enter
into a Development Agreement (DA) and to execute any other instruments or
documents as necessary with VIAONE Development, in collaboration of the Skunk
Creek Channelization Design Concept Report (DCR). Further request authorization for
the City Treasurer to accept and the City Controller to disburse all funds related to this
item. The amount of financial assistance from VIAONE Development shall not exceed
$75,000.

Summary
The City will request the Maricopa County Flood Control District (MCFCD) complete a
Design Concept Report (DCR) to assess the feasibility of channelizing Skunk Creek
along Interstate 17 (I-17) corridor, north of the Central Arizona Project (CAP) Canal.
The channelization of the wash is intended to reduce the floodplain footprint within the
corridor, while not adversely impacting adjacent properties and the existing crossings
over the CAP Canal. Successful channelization may recover developable land located
within the Federal Emergency Management Agency (FEMA) 100-Year floodplain of
Skunk Creek.

Skunk Creek is a major watercourse that flows from the northeast part of Maricopa
County and parallels I-17 before crossing it in a southwest direction. The drainage
area is about 50 square miles with a 100-year flow rate of 26,700 cubic feet per
second (cfs) north of the CAP Canal. The configuration of the channel can be broken
into two segments: north from Carefree Highway to Sonoran Desert Drive and south
from Sonoran Desert Drive to CAP Canal. The channel is wider and braided between
Sonoran Desert Drive and the CAP Canal providing the opportunity for encroachment
and narrowing of the floodplain. In comparison, the upper reach of the channel is
narrow and floodplain well contained and channelization will not yield significant land
recovery.

MCFCD has indicated they will fund a majority (90 percent) of the DCR with the
matching funding (10 percent) coming from the City or other participating stakeholders.


Page 476

VIAONE Development is willing to providing the City’s matching share.

Financial Impact
The amount of financial assistance from VIAONE Development is limited to $75,000.
Any additional City matching funds required will be funded from the Local Drainage
Solutions Program from the Street Transportation Department's Capital Improvement
Program.

Location
Skunk Creek along Interstate 17 corridor, north of the Central Arizona Project Canal
Council District: 2

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, the Street
Transportation Department and the City Engineer.




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Request Amendment to Intergovernmental Agreement with Flood Control
District of Maricopa County and City of Scottsdale for Rawhide Wash Flood
Hazard Mitigation Project Construction (Ordinance S-49601)

Request to authorize the City Manager, or his designee, to amend an
Intergovernmental Agreement (IGA) with the Flood Control District of Maricopa County
(FCDMC) and the City of Scottsdale for the Rawhide Wash Project Construction to
revise the cost share allocation among the parties.

Summary
The Rawhide Wash Flood Hazard Mitigation project is defined as the conveyance
alternative presented in the Pinnacle Peak West Area Drainage Master Study. The
northern limit of the infrastructure is approximately the Rawhide Wash alluvial fan apex
located north of Happy Valley Road and the southern limit is the bridge crossing at
Pinnacle Peak Road east of Scottsdale Road. The project improvements will include
construction of new floodwalls and levees and re-construction of existing floodwalls
and levees. Upon completion of this construction project, there will be a submittal of an
application for a Federal Emergency Management Agency (FEMA) Letter of Map
Revision to revise the apex flow discharge and the re-delineation of the floodplain
limits downstream of Scottsdale Road within City of Phoenix jurisdiction. Floodplain re-
delineation within City of Phoenix jurisdiction will be based on existing condition
drainage infrastructure, development activities, and topography that will reduce the
existing Special Flood Hazard Area Zone "AO." After completion of the proposed
project, approximately 1,933 acres of land will no longer be designated in a FEMA
delineated floodplain. Approximately 80 percent (1,531 acres) of this land is within
Phoenix jurisdiction, while the remaining 20 percent (402 acres) are within the City of
Scottsdale and unincorporated County areas. The cost share analysis was developed
based on flood damage reduction, flood insurance savings, reduced cost of fill for
future development and the elimination of redundant infrastructure costs. This resulted
in a cost share of 50 percent FCDMC, 40 percent City of Phoenix, and 10 percent City
of Scottsdale.

Due to the uncertainty of the market and increasing materials prices, the construction
cost of the Project requires an increase from the original estimate of $15 million to $30
million. The FCDMC with the City of Phoenix and City of Scottsdale agreed to modify


Page 478

the project cost share of the delta between the original amount associated with IGA
and the final construction cost at 65 percent/35 percent. The 50 percent/50 percent
cost share will still apply to the original amount approved by the IGA.

The final design has been finalized and construction is scheduled to be complete in
October 2023.

Financial Impact
The revised project construction cost is estimated at $30 million. Of this amount, the
City's cost share is estimated to be $10.2 million, with the remainder covered by
FCDMC and the City of Scottsdale. Funds are available in the Street Transportation
Department's Capital Improvement Program budget. The project is located entirely
outside of the City of Phoenix and the City of Scottsdale will be performing the long-
term operations and maintenance of the project infrastructure after it is constructed.

Concurrence/Previous Council Action
· On July 6, 2017, Council approved the request to apply for FCDMC funds for Flood
Control Projects under the Capital Improvement Project Prioritization Process.
· The Rawhide Wash Project was submitted and approved by the FCDMC on Oct.
25, 2017, for Fiscal Year 2018-19.
· An IGA for the design phase was recommended for approval by the Water,
Wastewater, Infrastructure and Sustainability Subcommittee at the Nov. 7, 2018,
meeting by a vote of 4-0.
· The original IGA, which covered design, right of way and utility relocation for this
project, was approved by the City Council on Dec. 12, 2018 (Ordinance S-45224).
· The IGA for the project construction phase was recommended for approval by the
Transportation, Infrastructure and Innovation Subcommittee at the Nov. 6, 2019,
meeting by a vote of 4-0.

Location
The northern limit of the project is generally the Rawhide Wash alluvial fan apex
located north of Happy Valley Road, and the southern limit is the bridge crossing at
Pinnacle Peak Road.
Council Districts: 2 and Out of City

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, the Street
Transportation Department and the City Engineer.




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Intergovernmental Agreement with City of Glendale for Installation of a High
Intensity Activated CrossWalK at 53rd Avenue and Camelback Road (Ordinance
S-49622)

Request to authorize the City Manager, or his designee, to enter into an
Intergovernmental Agreement (IGA) with the City of Glendale for the installation of a
High Intensity Activated CrossWalK (HAWK) at 53rd Avenue and Camelback Road.
Additionally, request the City grant exception pursuant to Phoenix City Code section 42
-20 to authorize indemnification and assumption of liability provisions that otherwise
would be prohibited by Phoenix City Code section 42-18.

Summary
The City of Glendale wishes to coordinate with the City of Phoenix Street
Transportation Department (Streets) for the installation of a HAWK at 53rd Avenue and
Camelback Road. Most of this intersection is located within the City of Glendale, but
the south side of the road and intersection are located within the City of Phoenix.

The IGA will authorize the City of Glendale to install the HAWK signal system and
equipment within the portion of the road and intersection in City of Phoenix at the
Camelback Road and 53rd Avenue intersection to provide a safe crossing for
pedestrians. Streets will review and approve the design and provide no-cost permits
for the construction and traffic control to the City of Glendale for project-related work
that lies within Phoenix. The City of Glendale will administer construction, fund, and
assume responsibility for the project. In addition, the City of Glendale will own,
maintain, operate, and pay all utility costs associated with the HAWK pedestrian signal
system. The agreement will authorize the installation of the HAWK that will allow
pedestrians to cross the road safely.

Contract Term
This agreement will become effective as of the date it is approved by all of the parties
and will remain in effect as long as the HAWK remains operational.

Financial Impact
The project is funded by the City of Glendale and will have no financial impact on the


Page 480


Location
53rd Avenue and Camelback Road
Council Districts: 5 and Out of City

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Street
Transportation Department.




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Citywide General Construction - Job Order Contracting Services Amendment -
4108JOC209 (Ordinance S-49602)

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 156753 with McCarthy Building Companies, Inc. to provide continued
General Construction Job Order Contracting Services for capital projects citywide and
to authorize execution of a Job Order Agreement in an amount not to exceed $6 million
for the 27th Avenue Material Recovery Facility Upgrade project. Further request to
authorize execution of amendments to the agreement as necessary within the Council-
approved expenditure authority as provided below, and for the City Controller to
disburse all funds related to this item.

Summary
The purpose of this project is to upgrade the existing Material Recovery Facility (MRF).
The facility was originally commissioned in 1998 and additions to the facility and
limited upgrades were made in 2013, but the essential equipment and associated
facility infrastructure remained the same. Over 20 years of use as a municipal
recycling facility has caused significant wear on the MRF area infrastructure and
revolutionary advances in automated recycling equipment during that time has led to
the need for a significant upgrade in the area intended to house the new state-of-the-
art equipment currently contracted with Machinex. Installation will happen in the fall of
2023 with a start up in the spring of 2024.

This amendment is necessary to provide all of the infrastructure upgrades to support
the new operation. The upgrades include: a new electrical distribution system;
extensive structural concrete systems and large-scale floor replacements; mechanical
system upgrades; fire alarm system modifications; and complete lighting system
modifications. Use of a Job Order Contract (JOC) construction services contract allows
the City to address the specialized aspects of the project and timeline requirements to
ensure that the facility experiences minimal down time to recycling operations. This
amendment will allow for issuance of a job order agreement to McCarthy Building
Companies, Inc. for an amount not to exceed $6 million for the 27th Avenue MRF
replacement project building upgrade requirements.




Page 482

Contract Term
The term of the agreement remains unchanged. Work scope identified and
incorporated into the agreement prior to the end of the term may be agreed to by the
parties and work may extend past the termination of the agreement. No additional
changes may be executed after the end of the term.

Financial Impact
The initial master agreement for Job Order Contracting Services was approved for an
amount not to exceed $15 million, including all subcontractor and reimbursable costs.
The agreement value for this JOC remains unchanged.

Funding for this amendment is available in the Public Works Department's Capital
Improvement Program budget. The Budget and Research Department will separately
review and approve funding availability prior to execution of any job order agreements.
Payments may be made up to agreement limits for all rendered agreement services,
which may extend past the agreement termination.

Concurrence/Previous Council Action
The City Council approved Job Order Contract Master Agreement 156753 (Ordinance
S-48850) on July 1, 2022.

Responsible Department
This item is submitted by Deputy City Managers Alan Stephenson and Mario
Paniagua, the Public Works Department and the City Engineer.




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Salt River Project Land Use and Construction Licenses for Grand Canalscape
Phase III - ST87600131-1 (Ordinance S-49631)

Request to authorize the City Manager, or his designee, to enter into both a Land Use
License and a Construction License with Salt River Project for work associated with
the City Council to grant an exception pursuant to Phoenix City Code 42-20 to
authorize inclusion in the documents pertaining to this transaction of indemnification
and assumption of liability provisions that otherwise would be prohibited by Phoenix
City Code 42-18.

Summary
The City is designing a pathway for pedestrian and bicycle use that will incorporate
public art, lighting, landscaping and neighborhood access points along the Grand
Canal. The purpose of the Salt River Project (SRP) Land Use License is to allow the
City to construct and maintain the designed pathway along the Grand Canal from 75th
Avenue to 47th Avenue. The purpose of the SRP Construction License is to allow the
City to construct a new headwall and pedestrian bridge and install underground
electrical facilities, that cross under as well as run parallel with the Grand Canal, for
lighting and landscaping purposes. The work associated with this license is in
conjunction with City Project ST87600131-1.

Contract Term
The term of the Land Use License shall be for 19 years beginning June 1, 2023, and
ending May 31, 2042. The term of the Construction License is one year, effective when
the City begins construction on or about June 1, 2023.

Financial Impact
There is no financial impact to the City of Phoenix for these licenses.

Location
Grand Canal from 75th Avenue to 47th Avenue
Council Districts: 4 and 5




Page 484

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, the Street
Transportation Department and the City Engineer.




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Salt River Project Distribution Design and Construction Contract for Temporary
Pole Relocations at 59th Avenue and Dobbins Road - WS90500286-1 (Ordinance
S-49598)

Request to authorize the City Manager, or his designee, to enter into a Distribution
Design and Construction Contract with Salt River Project (SRP) for the temporary
relocation of electrical facilities at 59th Avenue and Dobbins Road for City of Phoenix
Project WS90500286-1. Further request to grant an exception pursuant to Phoenix
City Code 42-20 to authorize inclusion in the documents pertaining to this transaction
of indemnification and assumption of liability provisions that otherwise should be
prohibited by Phoenix City Code 42-18. Additionally, request to authorize the City
Controller to disburse all funds related to this item. The total value of the contract will
not exceed $12,137.16.

Summary
The City constructed a new sewer line on 59th Avenue from Baseline to Dobbins
roads. At the 59th Avenue and Dobbins Road intersection, SRP poles were temporarily
relocated to provide safe overhead clearances for construction equipment being
operated by the City's contractor. The work was completed in 2020 and recently, SRP
discovered the contract was not executed.

Contract Term
Upon approval, the contract will be executed on or about April 20, 2023.

Financial Impact
Funding in the amount of $12,137.16 is available in the Water Services Department
Capital Improvement Project budget.

Location
59th Avenue and Dobbins Road
Council Districts: 7 and 8

Responsible Department
This item is submitted by Deputy City Managers Alan Stephenson and Ginger
Spencer, the Water Services Department and the City Engineer.


Page 486



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Item text
Hoses and Fittings - RFQ-2223-WWT-549 - Request for Award (Ordinance S-
49619)

Request to authorize the City Manager, or his designee, to enter into an agreement
with Central Hydraulics, Inc., dba Curry Fluid Power, to provide hoses and fittings for
maintenance and repairs as required by Wastewater Treatment Plants. Further request
to authorize the City Controller to disburse all funds related to this item. The total value
of the agreement will not exceed $95,000.

Summary
The agreement will provide the City of Phoenix Wastewater Treatment Plants with the
necessary hoses and fittings to perform the proper maintenance, repairs, and
replacements of hoses. Without the agreement, the plant's ability to quickly replace
and repair hoses and transfer liquids and react to emergency situations is limited. The
agreement will also save on rental costs for hoses and fittings.

Procurement Information
The recommendation was made using a Request for Quote process in accordance
with City of Phoenix Administrative Regulation 3.10.

One vendor was found to be responsive and responsible. Following an evaluation
based on price, the procurement officer recommends award to the following vendor:

Selected Bidder
Central Hydraulics, Inc., dba Curry Fluid Power: $25,155

Contract Term
The agreement will begin on or about April 28, 2023, for a five-year term with no
options to extend.

Financial Impact
The aggregate contract value will not exceed $95,000.

Funding is available in the Water Services Department Operating budget.



Page 487


Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the Water
Services Department.




Page 488



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Item text
Apply for Bureau of Reclamation WaterSMART: Water Recycling and
Desalination Planning Grant Opportunity for Federal Fiscal Year 2022-23 -
Federal Bipartisan Infrastructure Law Funding (Ordinance S-49581)

Request to retroactively authorize the City Manager, or their designee, to apply for and
accept, and if awarded, enter into an agreement for disbursement of Federal funding
from the Bureau of Reclamation through the Federal Fiscal Year 2022-23
WaterSMART: Water Recycling and Desalination Planning grant opportunity. Further
request to authorize the City Treasurer to accept, and the City Controller to disburse,
all funds related to this item. The total grant funds applied for will not exceed $1 million
and the City’s local match will not exceed $13,705,799.

Summary
The Water Services Department (WSD) submitted a grant application to the
Department of Interior, Bureau of Reclamation for a WaterSMART: Water Recycling
and Desalination Planning grant to fund a project that pertains to water reuse at the
Cave Creek Water Reclamation Plant. If awarded, WSD would utilize grant funds for a
demonstration facility for Advanced Water Purification at the Cave Creek Water
Reclamation Plant to augment current water supplies. The grant project period will
extend over three years.

The WaterSMART: Water Recycling and Desalination Planning grant submittal
deadline was Feb. 28, 2023.

Due to the timing of the deadlines and a shortage of City staff, WSD submitted
applications prior to obtaining City Council approval. If City Council does not approve
this retroactive request, the application will be withdrawn by WSD.

Financial Impact
The estimated total cost for the project is approximately $14,705,799. The maximum
federal participation rate is 50 percent with a minimum local match of 50 percent of the
total eligible project cost. If awarded, the federal grant would not exceed $1 million and
the City’s costs would be approximately $13,705,799 for the local match.

Funding for the local match is available in the Water Services Department’s Capital


Page 489

Improvement Program budget. Potential grant funding received is available through
the Federal Bipartisan Infrastructure Law from the Bureau of Reclamation through the
Federal Fiscal Year 2022-23 WaterSMART: Water Recycling and Desalination
Planning grant opportunity.

Location
Cave Creek Water Reclamation Plant
Council District: 2

Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Mario Paniagua
and the Water Services Department.




Page 490



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Item text
Map of Dedication - 29th Avenue and Bronco Butte Trail - MOD 220003 - North of
Sonoran Desert Drive and West of North Valley Parkway

Map of Dedication: 220003
Project: 21-5022
Name of Map of Dedication: 29th Avenue and Bronco Butte Trail
Owner(s): W. L. Gore & Associates, Inc., B/A North Valley, LLC, The Village at Bronco
Trail, LLC, CWS Bronco Butte MF, LP, CWS 29th Sonoran MF, LP, Sonoran Desert
Retail, LLC, Acero Sonoran Desert, LLC
Engineer: Kirk J. Pangus, RLS
Request: Public rights-of-way and easement dedication
Reviewed by Staff: March 24, 2023
Final MOD requires Formal Action Only

Summary
Staff requests that the above map of dedication be approved by the City Council and
certified by the City Clerk. Recording of the map of dedication dedicates the rights-of-
way and easements as shown to the public.

Location
Generally located north of Sonoran Desert Drive and west of North Valley Parkway
Council District: 2

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.




Page 491



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Final Plat - Circle K, NWC 52nd St & Van Buren - PLAT 210094 - Northwest
Corner of 52nd Street and Van Buren Street

Plat: 210094
Project: 18-4059
Name of Plat: Circle K, NWC 52nd St & Van Buren
Owner: Circle K. Stores, Inc.
Engineer: Jeffrey K. Bauer, RLS
Request: A One-Lot Commercial Plat
Reviewed by Staff: March 13, 2023
Final Plat requires Formal Action Only

Summary
Staff requests that the above plat be approved by the City Council and certified by the
City Clerk. Recording of the plat dedicates the streets and easements as shown to the
public.

Location
Generally located at the northwest corner of 52nd Street and Van Buren Street
Council District: 6

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.




Page 492



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Item text
Final Plat - 48th Street & Washington - PLAT 220094 - Southwest Corner of 48th
Street and Washington Street

Plat: 220094
Project: 21-1644
Name of Plat: 48th Street & Washington
Owner: 48th & Washington Street, LLC
Engineer: Richard G. Alcocer, RLS
Request: A One-Lot Commercial Plat
Reviewed by Staff: March 13, 2022
Final Plat requires Formal Action Only

Summary
Staff requests that the above plat be approved by the City Council and certified by the
City Clerk. Recording of the plat dedicates the streets and easements as shown to the
public.

Location
Generally located at the southwest corner of 48th Street and Washington Street
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.




Page 493



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Item text
Final Plat - Harmony at the Park Three - PLAT 220108 - Southwest Corner of 20th
Street and Villa Street

Plat: 220108
Project: 20-907
Name of Plat: Harmony at the Park Three
Owner: City of Phoenix Housing Department
Engineer: Richard A. Stockman, RLS
Request: A One-Lot Commercial Plat
Reviewed by Staff: March 20, 2023
Final Plat requires Formal Action Only

Summary
Staff requests that the above plat be approved by the City Council and certified by the
City Clerk. Recording of the plat dedicates the streets and easements as shown to the
public.

Location
Generally located at the southwest corner of 20th Street and Villa Street
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.




Page 494



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Item text
Waiver of Patent Easement - ABND 220045 - Northeast Corner of 19th Avenue
and Park View Lane (Resolution 22112)

Abandonment: ABND 220045
Project: 21-3718
Applicant: Adam Baugh
Request: To waive the City's interest in the federal patent easements encumbering the
northern, eastern and southern 33-feet of the parcel.
Date of Decision/Hearing: Sept. 22, 2022

Location
Northeast corner of 19th Avenue and Park View Lane
Council District: 1

Financial Impact
None. No consideration fee was required as a part of this waiver, although filing fees
were paid.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.




Page 495



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Item text
Modification of Stipulation Request for Ratification of March 15, 2023, Planning
Hearing Officer Action - PHO-1-23--Z-136-05-8 - Northwest Corner of 16th Street
and Portland Street

Request to authorize the City Manager, or his designee, to approve Planning Hearing
Officer's recommendation without further hearing by the City Council on matters heard
by the Planning Hearing Officer on March 15, 2023. This ratification requires formal
action only.

Summary
Application: PHO-1-23--Z-136-05-8
Existing Zoning: R-5 HP
Acreage: 5.57

Owner: 1110 North 16th Street LLC
Applicant: Pennrose, et al.
Representative: Susan E. Demmitt, Gammage & Burnham PLC

Proposal:
1. Review of conceptual site plan by the Planning Hearing Officer per Stipulation 2.
2. Technical correction to Stipulation 1.

VPC Action: The Central City Village Planning Committee heard this request on March
13, 2023, and recommended approval by a vote of 13-0.
PHO Action: The Planning Hearing Officer recommended approval with a modification
and additional stipulations.

Location
Northwest corner of 16th Street and Portland Street
Council District: 8
Parcel Address: 1510 E. Portland St.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.


Page 496
Attachment A – Stipulations – PHO-1-23 -- Z-136-05-8

Location: Northwest corner of 16th Street and Portland Street

STIPULATIONS:

1. That THE development shall be in general conformance to the site plan
and elevations date stamped September 9, 2005 as approved or
modified by the PLANNING AND Development Services Department.

2. That the owner shall bring a revised site plan to the Planning Hearing
Officer to obtain approval for the site plan to include development being
contemplated for the vacant portion of the site.

THE PHASE II AND III DEVELOPMENT AREAS, LOCATED ON THE
WESTERN APPROXIMATELY 1.5 GROSS ACRES OF THE SITE,
SHALL BE IN GENERAL CONFORMANCE WITH THE SITE PLAN
DATE STAMPED JANUARY 27, 2023, AS MODIFIED BY THE
FOLLOWING STIPULATIONS AND APPROVED BY THE PLANNING
AND DEVELOPMENT DEPARTMENT.

3. THE DEVELOPER SHALL RETAIN THE EXISTING DETACHED
SIDEWALK STREETSCAPE ZONE ALONG 15TH STREET AND
REPLENISH WITH TREES AND SHRUBS, AS APPROVED BY THE
PLANNING AND DEVELOPMENT DEPARTMENT. THE DEVELOPER
SHALL PROVIDE AND MAINTAIN A WATERING DRIP SYSTEM TO
SUSTAIN TREES AND LANDSCAPING ALONG THE STREETSCAPE
LOCATED IN RIGHT-OF-WAY, AS APPROVED BY THE PLANNING
AND DEVELOPMENT DEPARTMENT.

4. That The property owner shall record documents that disclose to the
3. purchasers of property within the development the existence and
operational characteristics of Phoenix Sky Harbor International Airport.
The form and content of such documents shall be reviewed and
approved by the City Attorney.

5. PRIOR TO PRELIMINARY SITE PLAN APPROVAL, THE LANDOWNER
SHALL EXECUTE A PROPOSITION 207 WAIVER OF CLAIMS FORM.
THE WAIVER SHALL BE RECORDED WITH THE MARICOPA COUNTY
RECORDER'S OFFICE AND DELIVERED TO THE CITY TO BE
INCLUDED IN THE REZONING APPLICATION FILE FOR RECORD.




Page 497



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Item text
Remove/Replace Zoning District - I-17 and Deer Hollow Lane - Annexation 522 -
Approximately 1,250 Feet North of the Northeast Corner of Circle Mountain Road
and I-17 (Ordinance G-7104)

Request to authorize the City Manager, or his designee, to amend the Phoenix Zoning
Ordinance, Section 601, the Zoning Map of the City of Phoenix, by removing the
Maricopa County RU-43 zoning district and replacing it with the City of Phoenix S-1
zoning district on property at the location described below, which was annexed into the

Location
Approximately 1,250 feet north of the northeast corner of Circle Mountain Road and I-
Council District: 1

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.





Page 498
ATTACHMENT A


ORDINANCE G-

AN ORDINANCE AMENDING THE CODE OF THE CITY OF
PHOENIX, ARIZONA, PART II, CHAPTER 41, THE ZONING
ORDINANCE OF THE CITY OF PHOENIX, BY AMENDING
SECTION 601, THE ZONING MAP OF THE CITY OF PHOENIX, BY
CHANGING THE ZONING DISTRICT CLASSIFICATION FOR THE
ANNEXED PARCEL DESCRIBED HEREIN (I-17 AND DEER
HOLLOW LANE ANNEXATION, NO. 522) FROM COUNTY RU-43
TO CITY’S S-1 (RANCH OR FARM RESIDENCE).

____________



WHEREAS, on January 4, 2023, via Ordinance S-49314, the City of Phoenix

annexed an approximately 5.95-acre property located approximately 1,250 feet north

of the northeast corner of Circle Mountain Road and I-17, in a portion of Section 3,

Township 6 North, Range 2 East, as described more specifically in “Exhibit A” and

incorporated herein by this reference; and,

WHEREAS, as required by A.R.S. § 9-471.L, the city of Phoenix is required

to adopt zoning districts on the subject parcel to permit uses and densities no greater

than those allowed by the prior County zoning district; and,

WHEREAS, immediately prior to annexation the zoning applicable to this

territory was Maricopa County’s RU-43 zoning district; and

WHEREAS, the City’s S-1 (Ranch or Farm Residence) zoning district is

equivalent to Maricopa County's RU-43 zoning district;

NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY

OF PHOENIX, as follows:

SECTION 1. The approximately 5.95-acre property located approximately

1,250 feet north of the northeast corner of Circle Mountain Road and I-17, in a portion of


Page 499
Section 3, Township 6 North, Range 2 East, which is described in “Exhibit A” and

depicted in “Exhibit B” has been annexed to the City of Phoenix, and the present

corporate limits of the City have been extended and increased to include such property.

SECTION 2. Pursuant to A.R.S. §9-471(L), the property depicted in Exhibit

B is hereby removed from Maricopa County's RU-43 zoning district and placed into the

City’s S-1 (Ranch or Farm Residence) zoning district. This zoning designation shall take

effect thirty days after this Ordinance is adopted, without further action by the City

Council, and

SECTION 3. The City Clerk shall cause a copy of this Ordinance, together

with “Exhibit A” and “Exhibit B” to be filed and recorded in the Records of the Office of

the Maricopa County Recorder, and

SECTION 4. The Planning and Development Director is instructed to

modify The Zoning Map of the City of Phoenix to reflect this use district classification

change as shown in “Exhibit B.”

SECTION 5. If any section, subsection, sentence, clause, phrase or portion

of this ordinance is for any reason held to be invalid or unconstitutional by the decision of

any court of competent jurisdiction, such decision shall not affect the validity of the

remaining portions hereof.

PASSED by the Council of the City of Phoenix this 19th day of April, 2023.




________________________________
MAYOR




Page 500
ATTEST:


_________________________
Denise Archibald, City Clerk


APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney


By:
_________________________
_________________________


REVIEWED BY:


_________________________
Jeffrey Barton, City Manager




Exhibits:
A – Legal Description (1 Page)
B – Ordinance Location Map (1 Page)




Page 501
INTERSTATE 17 AND DEER HOLLOW LANE
Legal Description
Exhibit A

That part of the Southwest quarter of Section 3, Township 6 North, Range 2 East,
G&SRB&M, Maricopa County, Arizona immediately adjacent to City of Phoenix
Annexation Ordinance No. G4995 recorded at Document No. 2007-1125458 official
records of Maricopa County, Arizona, said to be annexed also being the property
described in Document No. 2021-1215657 official records of Maricopa County, Arizona
more particularly described as follows: COMMENCING at the South quarter of said
Section 3; thence Northerly, along the mid-section line of Section 3, a distance of
1242.39 feet, more or less to the Southeasterly corner of said property, and a
Northeasterly corner of said Annexation Ordinance No. 4995 and the POINT OF
BEGINNING; thence Westerly, along a line parallel with the South line of said Section 3
and along a line of said City of Phoenix Ordinance No. G-4995, a distance of 1194.35,
more or less to the Easterly right of way line of the Black Canyon Highway, also known
as the Phoenix-Rock Springs Highway and Interstate 17; thence Northerly, along said
Easterly right of way line and along a line of said City of Phoenix Ordinance No. G-4995,
a distance of 247.5 feet, more or less the Northerly line of said property described in
Document No. 2021-1215657 and a corner of said City of Phoenix Ordinance No. G-
4995; thence Easterly, along the Northerly line of said property and a line of said City of
Phoenix Ordinance No. G-4995, a distance of 1167.03 feet, more or less, to the
Northeast corner of said property and a corner of said City of Phoenix Ordinance No. G-
4995 and a point on north-south mid-section line of said Section 3; thence departing said
East line of said property, a distance of 245.41 feet, more or less, to the POINT OF
BEGINNING.




Page 502
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Item text
Remove/Replace Zoning District - 95th Ave and Broadway Road - Annexation
524 - 9349 W. Broadway Road (Ordinance G-7103)

Request to authorize the City Manager, or his designee, to amend the Phoenix Zoning
Ordinance, Section 601, the Zoning Map of the City of Phoenix, by removing the
Maricopa County RU-43 zoning district and replacing it with the City of Phoenix S-1
zoning district on property at the location described below, which was annexed into the

Location
9349 W. Broadway Road
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.





Page 504
ATTACHMENT A

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE




ORDINANCE G-

AN ORDINANCE AMENDING THE CODE OF THE CITY OF
PHOENIX, ARIZONA, PART II, CHAPTER 41, THE ZONING
ORDINANCE OF THE CITY OF PHOENIX, BY AMENDING
SECTION 601, THE ZONING MAP OF THE CITY OF PHOENIX, BY
CHANGING THE ZONING DISTRICT CLASSIFICATION FOR THE
ANNEXED PARCEL DESCRIBED HEREIN (95TH AVENUE AND
BROADWAY ROAD ANNEXATION, NO. 524) FROM COUNTY RU-
43 TO CITY’S S-1 (RANCH OR FARM RESIDENCE).

____________



WHEREAS, on January 4, 2023, via Ordinance S-49315, the City of Phoenix

annexed an approximately 9.52-acre property located at 9349 West Broadway Road,

in a portion of Section 28, Township 1 North, Range 1 East, as described more

specifically in “Exhibit A” and incorporated herein by this reference; and,

WHEREAS, as required by A.R.S. § 9-471.L, the city of Phoenix is required

to adopt zoning districts on the subject parcel to permit uses and densities no greater

than those allowed by the prior County zoning district; and,

WHEREAS, immediately prior to annexation the zoning applicable to this

territory was Maricopa County’s RU-43 zoning district; and

WHEREAS, the City’s S-1 (Ranch or Farm Residence) zoning district is

equivalent to Maricopa County's RU-43 zoning district;




Page 505
NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY

OF PHOENIX, as follows:

SECTION 1. The approximately 9.52-acre property located at 9349 West

Broadway Road, in a portion of Section 28, Township 1 North, Range 1 East, which is

described in “Exhibit A” and depicted in “Exhibit B” has been annexed to the City of

Phoenix, and the present corporate limits of the City have been extended and increased

to include such property.

SECTION 2. Pursuant to A.R.S. §9-471(L), the property depicted in Exhibit

B is hereby removed from Maricopa County's RU-43 zoning district and placed into the

City’s S-1 (Ranch or Farm Residence) zoning district. This zoning designation shall take

effect thirty days after this Ordinance is adopted, without further action by the City

Council, and

SECTION 3. The City Clerk shall cause a copy of this Ordinance, together

with “Exhibit A” and “Exhibit B” to be filed and recorded in the Records of the Office of

the Maricopa County Recorder, and

SECTION 4. The Planning and Development Director is instructed to

modify The Zoning Map of the City of Phoenix to reflect this use district classification

change as shown in “Exhibit B.”

SECTION 5. If any section, subsection, sentence, clause, phrase or portion

of this ordinance is for any reason held to be invalid or unconstitutional by the decision of

any court of competent jurisdiction, such decision shall not affect the validity of the

remaining portions hereof.

PASSED by the Council of the City of Phoenix this 19th day of April, 2023.




Page 506
________________________________
MAYOR




ATTEST:


_________________________
Denise Archibald, City Clerk


APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney


By:
_________________________
_________________________


REVIEWED BY:


_________________________
Jeffrey Barton, City Manager




Exhibits:
A – Legal Description (1 Page)
B – Ordinance Location Map (1 Page)




Page 507
95TH AVENUE AND BROADWAY ROAD ANNEXATION
Legal Description
Exhibit A

That part of FARM UNIT “C” also being the North half of the Northeast quarter of Section
28, Township 1 North, Range 1 East, G&SRB&M, Maricopa County, Arizona, more
particularly described as follows: BEGINNING at a point at the intersection of the South
line of the North 40 feet and the WEST line of the Northeast quarter of said Section 28,
said point also being the intersection of a Easterly line of City of Phoenix Ordinance No.
G-4373, recorded at Document No. 2001-0604596 official records of Maricopa County,
Arizona, and a South line of City of Phoenix No. G-4585, recorded at Document No.
2004-0285771 official records of Maricopa County, Arizona; thence Easterly along said
South line of the North 40 feet and of said Ordinance No. G-4585, to the West line of the
East 296.5 feet of the West half of the West half of said Northeast quarter of Section 28;
thence Southerly along said West line, a distance of 1083.41 feet, more or less, to the
North right of way line of the boundary conveyed to the Arizona Department of
Transportation by Document No. 2021-1243611, official records of Maricopa County,
Arizona; thence Southwesterly along said right of way line to the West line of said
Northeast quarter of Section 28; thence Northerly along last said West line of the
Northeast quarter of Section 28 to the POINT OF BEGINNING.




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Resolution of Intent and Resolution Ordering Formation of the Verdin
Community Facilities District (Resolution 22114)

Resolution declaring the intent to form, and ordering formation of the Verdin
Community Facilities District of the City of Phoenix (CFD or District) pursuant to
Arizona Revised Statutes (A.R.S.) title 48, chapter 4, article 6 (sections 48-701 to 48-
724).

Summary
Pursuant to A.R.S. title 48, chapter 4, article 6, the City is authorized to form a CFD
within its corporate boundaries. A.R.S. 48-702 provides that after filing a general plan
for the CFD with the clerk of the municipality outlining a general description of public
infrastructure improvements for which the district is proposed to be formed and the
general areas to be improved, the City Council may adopt a resolution declaring its
intention to form the district on a presentation of a petition signed by the owners of at
least 25 percent of the land-area proposed to be included in the district. A.R.S. 48-707
(F) provides that, upon receipt of a petition signed by owners of all of the land in the
proposed district and approval to form by the municipality, the municipality may declare
the district formed and waive compliance with the provisions of the Act for posting,
publication, mailing, notice, hearing or election.

On Feb. 8, 2023, Taylor Morrison (Applicant) and MacEwen Ranch, LLC (Owner)
submitted an application requesting formation of the Verdin CFD, along with a petition
that Applicant certifies has been signed by 100 percent of the property owners within
the proposed district boundaries, and a proposed general plan for the CFD. The
complete application is on file with the Planning and Development Department; the
petition and proposed boundaries of the CFD are attached as Attachment A. The
City’s Chief Financial Officer has deemed the application complete, and staff has
analyzed the application. Staff has determined that the proposed CFD, under the
terms and conditions of the proposed development and inter-governmental agreement
recommended for Council approval, is financially viable and complies with the City’s
policy for formation of community facilities districts. Staff recommends proceeding with
the formation of the CFD. If formed, the CFD may not meet or take any action unless
and until sufficient insurance, including Director’s and Officer’s Insurance, is obtained
by the CFD and approved by the City’s Chief Financial Officer.


Page 510


Financial Impact
There is no anticipated financial impact to the City. The CFD Development Agreement
will contain provisions to fund all operations and maintenance expenses of the District,
including the levy of ad valorum taxes and specific developer contributions to cover
revenue shortfalls.

Concurrence/Previous Council Action
-62-18-2) on May 5, 2022. Taylor Morrison/MacEwan Ranch will enter into separate
development agreements related to Sonoran Desert Drive street improvements, along
with water or sewer infrastructure obligations in order to develop the parcel. Staff will
work with the developer on the specifics and bring those items forward for City Council
approval at a future City Council meeting.

Public Outreach
A.R.S. 48-707(F) provides that, upon receipt of a petition signed by owners of all of the
land in the district described and approved by the municipality, the municipality may
declare the district formed and waive compliance with the provisions of the Act for
posting, publication, mailing, notice, hearing or election. On April 5, 2023, the
Applicants submitted a petition signed by owners of all the land in the district described
on Attachment A, the petition to form a community facilities district.

Location
The Verdin Community Facilities District is generally the 473 acres of land on the south
side of Sonoran Desert Drive between the 16th and 24th street alignments.
Council District: 2

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Finance,
Planning and Development, Street Transportation, Water Services, and Parks and
Recreation departments.





Page 511
ATTACHMENT A



PETITION FOR ADOPTION OF A RESOLUTION
ORDERING AND DECLARING
FORMATION OF
VERDIN COMMUNITY FACILITIES DISTRICT

STATE OF ARIZONA )
COUNTY OF MARICOPA ) ss.
CITY OF PHOENIX )

THE UNDERSIGNED OWNER AND INTEREST HOLDER (hereinafter referred to as,

collectively, “Petitioner”) OF ALL OF THE REAL PROPERTY hereinafter described by the

attached parcels, acting pursuant to the provisions of Title 48, Chapter 4, Article 6, Arizona

Revised Statutes, as amended (hereinafter referred to as the “Act”), respectfully petitions The

Honorable Mayor and Council of the City of Phoenix, Arizona (hereinafter referred to as the

“City”), to adopt a resolution (hereinafter referred to as the “Resolution”) declaring and ordering

formation of a community facilities district (hereinafter referred to as the “District”) and would

respectfully request the following with respect thereto:

I.

The name of the District to be “Verdin Community Facilities District,”

II.

The District to be formed and exist pursuant to the terms and provisions of the Act as such

terms and provisions are modified, waived or restricted pursuant to agreements to be entered into

by and among Petitioner, the City and the District,

III.

The District to contain an area of approximately 473.25 acres of land, more or less, wholly

within the corporate boundaries of the City and to be composed of the land included in the legal

description provided in Exhibit A hereto, which is made a part hereof for all purposes,




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IV.

The District to be a special purpose district for purposes of Article IX, Section 19,

Constitution of Arizona, a tax levying public improvement district for the purposes of Article XIII,

Section 7, Constitution of Arizona, and a municipal corporation for all purposes of Title 35,

Chapter 3, Articles 3, 3.1, 3.2, 4 and 5, Arizona Revised Statutes, as amended; except as otherwise

provided in the Act, to be considered a municipal corporation and political subdivision of the State

of Arizona, separate and apart from the City; and to be formed for, and to have, all the purposes

of a “district” as such term is defined, and as provided, in the Act,

V.

The formation of the District to result in the levy of ad valorem property taxes to pay costs

of improvements constructed by the District and for their operation and maintenance,

VI.

The District to be governed by a board of directors of the District that consists of the

members of the governing body of the City, ex officio,

VII.

Before the Resolution is adopted, the Clerk of the City to accept the filing of a “general

plan” (as such term is defined in the Act and hereinafter referred to as the “General Plan”) for the

District setting out a general description of the improvements for which the District is proposed to

be formed, the general areas to be improved within the District and the estimated costs of

construction or acquisition of the public infrastructure to be financed, constructed or acquired by

the District, and




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VIII.

The City to determine that public convenience and necessity require the adoption of the

Resolution;

WHEREFORE, Petitioner attests and declares that on the date hereof, as shown on the

assessment roll for State and county taxes in Maricopa County, Arizona, all of the land to be in the

District is owned by Petitioner or, if a person listed on such assessment roll is no longer the owner

of land in the District, that the name of the successor owner has become known and has been

verified by recorded deed or other similar evidence of transfer of ownership to be Petitioner; that

there currently are no residents on the land to be in the District and there shall be no residents

within fifty (50) days preceding the first anticipated election for the District; that the land to be

included in the District shall be benefited from the improvements for which the District is proposed

to be formed; that the District shall be formed and exist pursuant to the terms and provisions of the

Act as such terms and provisions are modified, waived or restricted pursuant to agreements to be

entered into by and among Petitioner, the City and the District; that public convenience and

necessity require the adoption of the Resolution; and that the City shall in no way be liable for the

payment of any of the costs of the public infrastructure described in the General Plan, nor liable

for any liability, debt or obligation of the District;

WHEREFORE, as this Petition is signed by the owners of all the land to be in the District

and there are not now, and shall not be within fifty (50) days preceding the first anticipated election

of the District, residents on the land in the District, any requirements of posting, publication,

mailing, notice, hearing and election otherwise required by the Act in connection with adoption of

the Resolution are waived, and the City may, on receipt of this Petition, adopt the Resolution to




Page 514
declare the District formed without being required to comply with such provisions for posting,

publication, mailing, notice, hearing or election; and

WHEREFORE, Petitioner respectfully requests that this Petition be properly filed as

provided by law; that the City adopt the Resolution and declare and order the District formed

without being required to comply with the provisions for posting, publication, mailing, notice,

hearing and election otherwise required by the Act in connection with the Resolution; and that

such other orders, acts, procedure and relief as are proper, necessary and appropriate to the

purposes of organizing the District and to the execution of the purposes for which the District shall

be organized be granted as The Honorable Mayor and Council of the City shall deem proper and

necessary.

[signatures on following pages]




Page 515
RESPECTFULLY SUBMITTED this day of February, 2023.

MACEWEN RANCH, LI,C, an Arizona
limited liability company


By:
allery, its Manager


ACKNOWLEDGEMENT

A notary public or other officer completing this certificate verifies only the identity of the individual
who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or
validity of that document.


STATE OF CALIFORNIA

scwri-cLacte,
COUNTY OF-S-A-N-T-A-efetZ--e.

On February oL 2023 before me,YiW ecH,Xefe , personally appeared Craig Mallery, who
proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instruction the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.

WITNESS my ha and official seal.
Signature:

tammumunimmummiummilinuniummilunimiluinium
....::.„.2z......
= VIKAL PATEL
= • COMM. #2340947
._ y
E-
t
NOTARY PUBLIC - CALIFORNIA
SANTA CLARA COUNTY
m My Comm. Exp. Feb. 2, 2025 g








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EXHIBIT A




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Item text
Enter into Agreements for Participation in Construction, Operation and
Maintenance of Certain Public Facilities to Serve the Proposed Verdin
Development and Administration of Verdin Community Facilities District
(Ordinance S-49611)

Request to authorize the City Manager, or his designee, to negotiate and enter into a
three-party development agreement and inter-governmental agreement (CFD DA), or
other agreements as necessary, between the City of Phoenix (City), Taylor
Morrison/Arizona, Inc., an Arizona Corporation, and MacEwen Ranch, LLC, an Arizona
Limited Liability Company, (collectively, Developer) or its City-approved designee, and
the to-be-formed Verdin Community Facilities District (District) outlining the parties’
participation to construct, finance, operate, and maintain certain public water, sewer,
roadway, drainage, and trail facilities necessary to serve the Verdin development, and
for administration of the District. Further request authorization for the City Treasurer to
accept and for the City Controller to disburse funds related to this item.

Summary
The Developer submitted an application requesting to form the Verdin CFD. Staff
evaluated the application for compliance with state law and consistency with the City’s
CFD Policy and recommended City Council proceed with forming the District, per a
Resolution. City staff and the Developer have reached general agreement on the
major terms and conditions that would govern the District. If authorized by City
Council, and subsequently approved by the District Board, the CFD DA would, at a
minimum, address the following:

· The Developer, at its sole risk, is to design and construct to City standards, and
dedicate to the City all public facilities necessary to serve the Verdin development.
· The City shall accept ownership of the facilities upon completion to the City’s
satisfaction.
· The District Board shall consist of the Mayor and City Council.
· The District may retain independent advisors, attorneys, bond counsel, engineers or
other professionals at the District’s expense.
· The District shall be granted bond authorization of $80,000,000. Bonds are to be
issued with a term not to exceed 25 years.


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· The Developer shall be reimbursed no more than $72,000,000. To qualify for
reimbursement the Developer must, among other considerations, remain in
compliance with public procurement rules pursuant to Arizona Revised Statutes
(A.R.S.) title 34.
· The District Board shall have the sole and absolute discretion to issue and/or
approve the sale of District bonds or levy District taxes, and the District shall not be
obligated to issue or continue to issue any District bonds or levies.
· District bonds shall be issued in separate series over time when the assessed value
of the property within the District is sufficient to support bond debt service given a
target tax rate of $3.85 per $100 of net assessed limited property valuation, or at
such time as Taylor Morrison provides collateral in amounts and type acceptable to
the District Board. For purposes of the foregoing, all property in the District owned
by the Developer, or any entity owned and controlled by the Developer, shall be
assigned the last certified assessed value such property had when categorized as
"vacant" for purposes of net assessed limited property valuation.
· Expenses incurred to issue bonds shall be included as part of each bond series and
repaid with bond proceeds.
· The City and the District shall have no obligation for costs incurred by the
Developer in excess of available bond proceeds after sale, unless otherwise agreed
to by the parties prior to any encumbrance. For example, the Developer and City
may enter into a separate Water and/or Sewer Repayment Agreement. However,
any and all costs that are the subject of a Repayment Agreement are not eligible for
reimbursement by the District.
· The District shall levy up to a $0.30 ad valorum tax for Operation and Maintenance
(O&M) costs in accordance with A.R.S. 48-701. If, at any time, the O&M tax
revenue is insufficient to cover expenses, including City staff costs for administering
District activities, the Developer shall agree to cover the shortfall such that there is
no negative fiscal impact on general City operations. The Developer has further
agreed to address, in separate development agreements, certain rate revenue
shortfalls (e.g. sewer rates) necessary to mitigate negative fiscal impacts on City
enterprise operations (e.g. sewer lift station and force mains) associated with
serving the Verdin development.

Concurrence/Previous Council Action
· General Plan Amendment (GPA-DSTV-1-18-2) and Zoning Amendment (Z-62-18-2)
on May 5, 2022.

Location
The Verdin Community Facilities District is generally the 473 acres of land on the south


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side of Sonoran Desert Drive between the 16th and 24th street alignments.
Council District: 2

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Finance,
Planning and Development, Street Transportation, Water Services, and Parks and
Recreation departments.




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Item text
***REQUEST TO ADD-ON (SEE ATTACHED MEMO)*** State of Arizona American
Rescue Plan Act (ARPA) Subrecipient Funding (Ordinance S-49632)

Request to authorize the City Manager, or his designee, to enter into an
intergovernmental agreement (IGA) with the State of Arizona to accept up to $3 million
of American Rescue Plan Act (ARPA) funding to respond to the negative impacts of the
COVID-19 pandemic. Further request authorization to enter into agreements with
eligible Phoenix entities to address impacts of the pandemic in an aggregate amount
up to $3 million using the ARPA funds awarded by the State. Further request
authorization for the City Treasurer to accept and for the City Controller to disburse
funds related to this item. There is no impact to the General Fund.

Summary
With City Council approval, the City will accept additional ARPA funding as a
subrecipient of the State of Arizona to address negative impacts of the COVID-19
pandemic. With this funding, the City will enter into agreements with eligible entities to
address negative health and economic impacts of the COVID-19 pandemic.

Contract Term
If approved, the IGA term will be Jan. 1, 2023 through Dec. 31, 2023, with a one-year
renewal option. Related funding agreements will also expire on Dec. 31, 2023, with a
one-year renewal option.

Financial Impact
There is no net financial impact by this action to the program.

Responsible Department
This item is submitted by Interim Deputy City Manager John Chan and the Community
and Economic Development Department.




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Item text
***REQUEST TO ADD-ON (SEE ATTACHED MEMO)*** Repeal of the Prevailing
Wage Ordinance and Request an Eight-Hour Rule to Research the Legality of a
Prevailing Wage Ordinance

On April 17, 2023, Councilwoman Debra Stark, Councilman Jim Waring and
Councilwoman Ann O'Brien submitted a request (Attachment A) to the City Manager
to place an item on the April 19, 2023 Formal City Council agenda. The request is for
the City Council to repeal the Prevailing Wage Ordinance and requests an eight-hour
rule, per City Council Rule 15, to research the legality of a Prevailing Wage Ordinance.
The request involves the Prevailing Wage Ordinance that was approved during the
Special City Council meeting on March 22, 2023.

This request is in compliance with Rule 2(c) of the Rules of Council Proceedings.

Responsible Department
This item is submitted by City Manager Jeffrey Barton.




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Attachment A




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98 item(s)