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PPMR 12-02 Section 13 Discipline and Conflict of Interest.pdf . ;. Number: 12-02 Subject: Discipline and Village of North Palm Beach conflict of Interest v.0 Date: December 6, 2012 Revised: Section 13 NPB Policy Manual POLICY AND PROCEDURES MANUAL REVISION This revision adds the a Code of Ethics, Conflict of Interest, and Investigation Procedures 13.0 DISCIPLINE 13.1 Obiective: One of the primary objectives of supervision is to ensure prompt, efficient and courteous service to the public. To meet this goal supervisors are responsible for training, assisting, motivating, directing and correcting behavior of staff. In any organization it is essential that certain standards of personal conduct and work performance be maintained. Most people prefer to work in an orderly environment and will readily conform to reasonable rules of conduct and standards of performance as long as they understand what is expected of them. Supervisors are responsible for informing their subordinates of management's expectations. Where problems with employee behavior or performance arise, a supervisor should seek to correct the problem with the least amount of disruption to the work environment. Discipline is a means to correct employee behavior and performance. This information addresses both progressive discipline and termination. All employees working for the Village of North Palm Beach are members of a select group working together for the main purpose of serving the community. Any employee who fails to follow the necessary rules and regulations governing their conduct is not only penalizing themselves, but is also doing a disservice to all of the other Village employees. The Work Rules are not intended to restrict or impose on the individual, but are designed to ensure the rights and safety of all Village employees and to provide working guidelines to efficiently serve the community effectively. 13.2 Progressive Discipline: Progressive discipline is utilized for regular, non-probationary employees and may include oral counseling, written counseling, suspension, and ultimately termination. Exempt employees are not typically subject to progressive discipline. The goals of progressive discipline are to: inform the employee of inadequacies in performance or instances of improper behavior; clarify what constitutes satisfactory performance or behavior; instruct the employee on what action must be taken to correct the performance or behavior problem; and inform the employee of what action will be taken in the future if the expectations are not met. There are several levels of disciplinary action, each progressively more serious, which may be used to correct employee performance and behavior. Assistance is available from Human Resources. 13.3 Procedures: A. Verbal Counseling: An employee may be given a verbal counseling for a performance or behavior problem. A verbal counseling is typically issued during a private conference between the supervisor and the employee where the supervisor explains the problem and what the employee must do to return to satisfactory status. Supervisory notes to the file are permissible and in most cases appropriate. The employee should be informed that the conference is being conducted for the purpose of issuing a verbal counseling. This ensures that the employee is aware that disciplinary action is taking place. Verbal counseling can also be used as a training tool. B. Counseling Memos and Disciplinary Action Memos: These memos will be prepared to provide employees with basic information about disciplinary recommendations or counseling. 1. Counseling Memo: a. Counseling memos will be used for documenting counseling only. It is a non-dis- ciplinary process used to denote: (1) Performance deficiencies (2) Corrective processes (3) Additional training or educational needs b. The employee's signature on the Counseling memos will be evidence the employee read each page and the report was discussed with the employee. c. If the employee refuses to sign the Counseling memo, the employee's supervisor will write "Refused" and date/time of the refusal in the applicable employee's signature area. If a witness is present, the witness will sign and date the report below the employee's signature area. d. Counseling memos will not be copied for the purpose of including the report in any file other than to the designate distribution, without express approval of the Assistant Director. e. Counseling memos will be maintained in unit personnel files for one year and then forwarded to Staff Inspections. Staff inspections will review and make any policy or procedure recommendations to the Director and forward a copy to Training to be made aware of training issues. Then counseling memos will be archived. 2. Disciplinary Action Recommended Memo: a. Disciplinary action memos will be used if discipline rather than counseling is recommended. Note: Counseling is not considered discipline. b. The employee's signature on a disciplinary memo will be evidence the employee read each page and the report was discussed with the employee. c. If the employee refuses to sign the disciplinary memo, the employee's supervisor will write "Refused" and date/time of the refusal in the applicable employee's signature area. If a witness is present, the witness will sign and date the report below the employee's signature area. d. Disciplinary memos will not be copied for the purpose of including the memo in any file other than to the designated distribution, without express approval of the Human Resources Director. The Human Resources Director will be responsible for any other distribution of these reports. 5. Information relating to employee disciplinary reports will be recorded on an Employee Counseling/Disciplinary Action Log. The Human Resources Director or designee will be responsible for maintaining the log. C. Suspensions: 1. In General: Nonexempt employees may be suspended without pay for incidents which are serious enough to warrant extraordinary suspension, or after less severe disciplinary actions have been taken. The duration of the suspension should be commensurate with the offense. a. Typically the employee is informed of the suspension in private conference with his/her supervisor. b. The employee is given an employee notice form detailing the basis for the action which specifies: the length of the suspension (beginning and ending dates) c. A description of the specific problem or offense d. The most recent incident and when it occurred; previous actions taken to correct the problem, if applicable e. Expectations and acceptable standards of performance f. A warning that further unsatisfactory behavior or performance may result in further disciplinary action, up to and including termination. g. The suspension letter may also specify a review period, if appropriate, in which the employee's behavior or performance will be reviewed. h. Exempt status employees may be suspended in increments of one workday for inappropriate or illegal conduct. i. An employee may be suspended indefinitely or for any specified period of time without pay for offenses as defined by the Work Rules and/or for violation of departmental rules and regulations, as recommended by the department head and as approved by the Village Manager. In the case of a Public Safety employee, the immediate supervisor or other superior may suspend an employee and later obtain the necessary approval of the department head, following the guidelines of the PBA Contract. In all cases of suspension, an employee notice form must be completed and submitted to the employee along with a copy to the Village Manager. 2. Normal Suspension Procedures: a. Except in cases of suspensions in contemplation of termination, and except where the employee's presence poses a continuing danger to persons or to the orderly operation of Village government, the employee shall be notified in writing of the accusations/charges against the employee and the factual basis therefore prior to the effectiveness of the suspension. b. Concurrently with or after said notice, but prior to a suspension, the supervisor; superior or department head must give the accused employee a reasonable opportunity to explain the employee's version of the facts surrounding the accusations. c. Immediately thereafter, the supervisor, superior, or department head may recommend suspension, followed by approval of the Village Manager. 3. Extraordinary Suspensions: In cases where the employee's presence poses a continuing danger to persons or to the orderly operation of Village government, the employee may be immediately suspended but shall be notified in writing of the charges against the employee within five (5) business days of the first day of the suspension and the employee shall be given an opportunity to rebut same within ten (10) days after the first day of the suspension. D. Demotion and Decrease in Pay: 1. A department head may recommend and the Village Manager may demote an employee with a decrease in salary and job responsibilities, as appropriate, for such time as is necessary to correct deficiencies in job performance or job qualifications. The duration of such demotion and reduction in pay and responsibilities, as appropriate, may be temporary or regular as appropriate, under the circumstances. 2. A demoted regular employee is entitled to advance under the pay plan as any other employee based upon job performance. Prior to the proposed demotion, the employee shall be given written notice of the reasons for the proposed demotion and further, shall be given the opportunity to rebut said reasons before the appropriate department head. If the department head determines demotion is proper, then an appropriate progress interview form shall be completed and shall include the specific reasons for the demotion. A copy of the progress interview shall be forwarded to the Village Manager for his final approval. E. Terminations: 1. In General: Employees may be terminated for incidents which are serious enough to warrant immediate termination, or after less severe disciplinary actions have been taken. It is advisable to terminate an employee in private conference with his/her supervisor and other appropriate levels of supervision. During this conference the employee is usually given a letter or a memorandum clearly stating the effective date of the termination. When allegations are serious enough to merit immediate termination, it is usually advisable to suspend an employee, pending an investigation. This suspension is for the purpose of investigating the problem and conferring with appropriate officials regarding the decision to terminate, and should be so communicated to the employee. a. These procedures for dismissal are promulgated to minimize the risk of improper terminations associated with any such processes. b. A probationary employee may be dismissed with or without cause at the sole discretion of the department head. A Regular Employee may be dismissed only for cause. 2. Immediate Termination: Immediate termination is the disciplinary action that occurs without prior warnings or attempts at progressive discipline due to the seriousness of the incident. This would include, but not be limited to, theft, intoxication on the job, violence or threat of violence, conviction of a felony, and negligent, careless or intentional performance that results in damage to property or individuals or the risk thereof. This action may become necessary when incidents which in and of themselves are so serious as to justify immediate termination, or performance problems which are determined to be due to skill deficiency rather than rule violations or neglect of duty. 3. Termination Procedure: Prior to the proposed termination, the employee shall be suspended without pay pending the outcome or the informal conference and shall concurrently or immediately thereafter receive written notice of the reasons for the proposed termination either by hand delivery or by Registered U.S. Mail. a. Such notice shall also specify a time, no sooner than two (2) working days nor later than five (5) working days following the employee's receipt of such notice, for an informal conference to be held before the Village Manager to afford the employee an opportunity to rebut the charges. b. The employee may also be allowed to respond in writing to the Village Manager. After such informal conference, and after considering all evidence, the Village Manager shall take appropriate action upon the dismissal. c. Failure of an employee to attend said informal conference after being given notice of same, shall waive any rights of the employee hereunder. d. The Village Manager's decision shall be forthwith furnished the employee and shall be final and binding. 4. Appeals: An employee who is subject to any disciplinary action specified herein may either pursue the appeal procedure contained in applicable collective bargaining agreements, these regulations, or request an informal conference on the action by serving a notice within twenty-four (24) hours after the effective date of the action to the Village Manager. Any employee who has been involuntarily terminated shall be immediately advised of the employee's right to appeal the action through the use of the disciplinary appeal process or the informal conference. 13.4 Code of Ethics, Conflicts of Interest, and Work Rules 13.4.1 Purpose: To provide Village employees a definition of conflict of interest, establish a code of ethics, and provide a set of work rules that establishes direction for the performance of duty and proper and efficient operation of Village operations. 13.4.2 Definitions: A. A "conflict of interest" means a situation where regard for an employee's private interest tends to lead to disregard of a public duty or interest. A "conflict of interest" occurs when employees solicit or accept gifts, do business with the Village and/or engage in prohibited employment or business relationships, accept unauthorized compensation, misuse their position, disclose or use certain information, solicit or accept honoraria, or engage in lobbying the Village within two years of separation of employment, accept prohibited travel expenses, receive contingency fees, or submit false statements in connection with employment or services provided to the Village in violation of this policy, all of which are more fully described below. B. A "covered person" for purposes of the Personnel rules and Regulations is a Village employee. However, the statutes and local ordinances regulating ethics and conflicts of interests also govern members of the Village Council and Village Advisory Board Members. C. A "domestic partner" is an adult, unrelated by blood, with whom an unmarried or separated official or employee has an exclusive committed relationship and maintains a mutual residence. D. A "gift" is something which is paid or given by a person or entity to a Village employee, or to another for or on behalf of the employee, directly, indirectly, or in trust for the employee's benefit or by any other means, where the employee does not, in exchange, give something of equal or greater value to that person or entity within 90 days, including: • real property or the use of real property • tangible or intangible personal property or the use of tangible or intangible personal property • a preferential rate or terms on a debt, loan, goods, or services, which rate is below the customary rate and is not either a government rate available to all other similarly situated government employees or a rate which is available to similarly situated members of the public by virtue of occupation, affiliation, age, religion, sex, or national origin • forgiveness of an indebtedness • transportation, other than that provided to a public employee by an agency in relation to officially approved governmental business, lodging, or parking • food or beverage • membership dues • entrance fees, admission fees, or tickets to events, performances, or facilities • plants, flowers, or floral arrangements • services provided by persons pursuant to a professional license or certificate • other personal services for which a fee is normally charged by the person providing the service • any other similar service or thing having an attributable value not already provided for above E. A"gift" does not include the following items: • Salary, benefits, services, fees, commissions, gifts, or expenses associated with the employee's employment, business, or service as an officer or director of a corporation or organization. • Campaign contributions or expenditures reported pursuant to statute, campaign- related personal services provided without compensation by individuals volunteering their time, or any other contribution or expenditure by a political party. • An honorarium or an expense related to an honorarium event paid to a person or the person's spouse. • An award, plaque, certificate, or similar personalized item given in recognition of the employee's public, civic, charitable, or professional service. • An honorary membership in a service or fraternal organization presented merely as a courtesy by such organization. • The use of a public facility or public property made available by a governmental agency, for a public purpose. • Transportation provided to an employee by an agency in relation to officially approved governmental business. • Gifts provided directly or indirectly by a state, regional, or national organization which promotes the exchange of ideas between, or the professional development of, government officials or employees, and whose membership is primarily composed of elected or appointed public officials or staff, to members of that organization or officials or staff of a governmental agency that is a member of that organization. F. A "household member" includes anyone whose primary residence is in the official's or employee's home, including nonrelatives who are not rent payers or employees of the head of household. G. "Immediate family" means any parent, spouse, child, or sibling. H. A "relative" means an individual who is related to a Covered Person as father, mother, son, daughter, brother, sister, uncle, aunt, first cousin, nephew, niece, husband, wife, father-in-law, mother-in-law, son-in-law, daughter-in-law, brother-in-law, sister-in-law, stepfather, stepmother, stepson, stepdaughter, stepbrother, stepsister, half-brother, half- sister, grandparent, great grandparent, grandchild, great grandchild, step grandparent, step great grandparent, step grandchild, step great grandchild, person who is engaged to be married to the Covered Person or who otherwise holds himself or herself out as or is generally known as the person whom the Covered Person intends to marry or with whom the Covered Person intends to form a household, or any other natural person having the same legal residence as the Covered Person. I. Work Rules: Those rules as set out under this policy and those commonly accepted standards of conduct that would normally apply to personnel of a police, fire and emergency medical service organization. J. Violations: Any action of non-adherence, transgressions from, or failure to abide by work rules or commonly accepted standards of conduct. 13.4.3 Background: Public organizations must, by reason of their existence, present an image to be respected by those they serve. The personnel who make up the organization must, at all times, project a concerned and professional image and are prohibited from engaging in conduct that creates a conflict of interest. These qualifications, not found in all professions, are a demanding requirement of this vocation, which, of necessity, must be evident in the daily operation of the organization and in all contacts with the public. 13.4.4 Policy: A. Employees shall conduct themselves in a manner consistent with that which is considered a normal standard of conduct. B. Employees shall not commit any deliberate act or omission, which constitutes a violation of work rules, regulations or directives as set out in this policy or accepted as standard operating procedure. C. Consequences of Violations: 1. Any employee, who engages in a prohibited conflict of interest, as specified in this directive, shall be subject to discipline, up to and including immediate termination of employment. 2. Additionally, any employee may be subject to investigation by the Florida Commission on Ethics, the Palm Beach County State Attorney's Office, Palm Beach County Commission on Ethics, or other enforcement agencies, which may result in civil and/or criminal penalties, if the violation of this policy also constitutes a violation of Florida or applicable local law. D. Reporting Violations: 1. Employees must contact their immediate supervisor or Department Head if they have any questions concerning the Conflict of Interest and Code of Ethics Policy. Suspected violations of the Conflict of Interest and Code of Ethics Policy must be reported immediately to their Department Head or the Village Manager. Employees may report their concerns verbally or in writing. Department Heads receiving reports of alleged violations must immediately forward the report to the Village Manager for action. 2. Employees may also report suspected violations of this policy to the Palm Beach County Inspector General or the Palm Beach County Commission on Ethics. 3. The Village will not retaliate against any employee who reports suspected violations of this Conflict of Interest and Code of Ethics Policy unless it is determined the report was made in bad faith or maliciously. 13.4.5 Ethics Training: At the beginning of employment and throughout the course of employment, employees are advised of their obligations to comply with the Palm Beach County and State of Florida Code of Ethics. Training provided by the Village is mandatory for all Covered Persons, whether initial training or follow-up training. The Village provides follow-up training on the ethics obligations of Covered Persons approximately every 12-18 months. 13.4.6 Obedience to Rules and Regulations: Employees will not commit or omit any act violating any rule, regulation, directive, order, or policy. Violations shall result in disciplinary action. 13.4.7 Employees/Members Standards of Conduct: These standards of conduct are intended to govern employee conduct while facilitating the Village of North Palm Beach's goals and objectives. A Absent Without Leave: Employees will be considered absent without leave if they are not present for work and no leave was granted. Abuse of Position: Personnel shall not authorize the use of their: names, photographs, or official titles which identify them as Village personnel, in connection with testimonials or advertisements of any commodity or commercial enterprise; nor shall they lend to another person their identification cards or badges or permit them to be photographed or reproduced; and personnel shall not use their official position, official identification cards or badges: A. For personal financial gain B. For obtaining privileges not otherwise available to them except in the performance of duty; or C. For avoiding consequences of illegal acts. Alcohol Use Off Duty: Personnel, while off duty, shall refrain from consuming alcoholic beverages to the extent that such consumption results in impairment, or obnoxious or offensive behavior which discredits them or the Village, or renders them unfit to report for their next scheduled work day. Alcoholic Beverages/Controlled Substances in Village Facilities: Personnel shall not store or bring into any Village facility or vehicle any alcoholic beverages and/or controlled substances except those being held as evidence or being utilized in an official investigation. Applications—Honesty in the Applications for Positions: No person seeking to become an officer or employee, or seeking to enter into a contract to provide goods or services to the Village, may make any false statement, submit any false document, or knowingly withhold information about wrongdoing in connection with employment by or services to the Village. Assistance, Requests for: When any person requests assistance or advice, or makes complaints or reports, either by telephone or in person, all pertinent information will be obtained in an official and courteous manner and will be properly and judiciously acted upon consistent with established Village policy. B Business with the Village and Prohibited Employment and Business Relationships: A. Covered Persons are prohibited from having an employment or contractual relationship with any business entity or agency which is subject to the regulation of the Village or that is doing business with the Village.Covered B. Persons are prohibited from having an employment or contractual relationship that will create a continuing or frequently recurring conflict between his or her private interests and the performance of his or her public duties or that would impede the full and faithful discharge of his or her public duties. C. Covered Persons acting in their official capacity as a purchasing agent, with authority to commit the expenditure of public funds through a contract for, or the purchase of, any goods, services, or interest in real property for the Village (as opposed to the authority to request or requisition a contract or purchase by another person) are prohibited from either directly or indirectly purchasing, renting, or leasing any realty, goods, or services for the Village from any business entity of which the employee, or the employee's spouse or child is an officer, partner, director, or proprietor or in which such employee or his or her spouse or child, or any combination of them, has a material interest. A material interest means direct or indirect ownership of more than 5 percent of the total assets or capital stock of any business entity; however, indirect ownership does not include ownership by a spouse or minor child. D. Covered Persons are prohibited from acting in a private capacity to rent, lease, or sell any realty, goods, or services to the Village unless the contract for the transaction was entered into prior to the employee's first date of employment at the Village. C Citizen Complaints: Personnel shall courteously and promptly respond to any complaint made by a citizen against any Village personnel or the Village. Personnel may attempt to resolve the complaint, but shall never attempt to dissuade any citizen from lodging a formal complaint against Village personnel. All formal complaints received shall be in writing, signed by the complainant and notarized. Complaints shall be forwarded to the Human Resources Director for further action. Compensation — Unauthorized: Employees, their spouses and minor children are prohibited from accepting any compensation, payment, or item of value when the employee knows, or should know with the exercise of reasonable care, that is given to influence an action in which the employee was expected to participate in his or her official capacity. Conflicting - Illegal Orders: Personnel who are given an otherwise proper order which is in conflict with a previous order, rule, regulation or directive shall respectfully inform the supervisor issuing the order of the conflict. A. If the supervisor issuing the order does not alter or retract the conflicting order, the order shall stand. Under these circumstances, the responsibility for the conflict shall be upon the supervisor. Personnel shall obey the conflicting order and shall not be held responsible for disobedience of the order, rule, regulation or directive previously issued. B. Personnel shall not obey any order which they know or should know would require them to commit an illegal act. If in doubt as to the legality of order, personnel shall request the person issuing the order to clarify it or may confer with higher authority. Conformance to Laws: Personnel shall obey all Federal, State, County, and Local laws. Conviction of the violation or attempted violation of any law shall be prima facie evidence of a violation of this section. Contingency Fees: A. No person shall, in whole or in part, pay, give or agree to pay or give a contingency fee to another person. B. No person shall, in whole or in part, receive or agree to receive a contingency fee. C. "Contingency fee" means a fee, bonus, commission, or nonmonetary benefit as compensation which is dependent on or in any way contingent on the passage, defeat, or modification of. an ordinance, resolution, action or decision of the Village Council, any employee authorized to act on behalf of the Village Council, the Village Manager, or any action or decision of an advisory board or committee. D. This prohibition does not apply to real estate brokers when acting in the course of their profession as regulated by Florida Statutes, §§ 475.001-475.5018, as may be amended. Nothing in this section may be construed to prohibit any salesperson from engaging in legitimate government business on behalf of a company from receiving compensation or commission as part of a bona fide contractual arrangement with that company provided such compensation or commission is ordinary and customary in the industry. Nothing in this section may be construed to prohibit an attorney from representing a client in a judicial proceeding or formal administrative hearing pursuant to a contingent fee arrangement. Courtesy: Personnel shall be courteous to the public. Personnel shall be tactful in the performance of their duties, shall control their tempers, and exercise the utmost patience and discretion. In the performance of their duties, personnel shall not use coarse, violent, profane or insolent language or gestures and shall not express any prejudice concerning race, religion, politics, national origin, lifestyle or similar personal characteristics. D Dissident Groups: Employees will not, except in the line of duty, knowingly associate with any person or organizations which advocates or foster hatred, oppression, or persecution of any person or group. Distraction From Duty: Employees will not engage in activities or personal business, which would cause them to neglect or be inattentive to duty. E Endorsements and Referrals: Personnel shall not recommend or suggest in any manner, except in the transaction of personal business, the employment or procurement of a particular product, professional service (such as an attorney, ambulance service, towing service, bondsman, mortician, etc.). In the case of ambulance or towing service, when such service is necessary and the person needing the service is unable or unwilling to procure it or requests assistance, personnel shall proceed in accordance with established Village procedures. G Gambling: On-duty employees will not engage or participate in gambling while on or in a Village facility. Employees will not engage in illegal gambling at any time. Gifts— Solicitation and Acceptance: A. Village employees are prohibited from soliciting or accepting anything of value, including gifts, loans, rewards, promises of future employment, favors or services that are based on any understanding that their vote, official action or judgment would be influenced by such a gift. B Employees are prohibited from soliciting any gift from a political committee, a certified committee of continuous existence, or from a person who, for compensation, seeks or sought to influence the governmental decision making of the employee, or who encouraged the passage, defeat, or modification of any proposal or recommendation by the employee or the Village Council, within the past 12 months, where the gift is for the personal benefit of the employee, or any member of their immediate family or household. C Employees, or any person on his or her behalf, are prohibited from knowingly accepting, directly or indirectly, a gift from a political committee, certified committee of continuous existence, or from a person who, for compensation, seeks or sought to influence the governmental decision making of the employee, or who encouraged the passage, defeat, or modification of any proposal or recommendation by the employee, or the Village Council, within the past 12 months, if he/she knows or reasonably believes that the gift has a value in excess of$100.00. However, such a gift may be accepted by the employee on behalf of Village or a charitable organization so long as the employee does not maintain custody of the gift for any period of time beyond that reasonably necessary to arrange for the transfer of custody and ownership of the gift. The value of the gift is generally determined using the actual cost to the donor, less taxes and gratuities, or the reasonable and customary charge for personal services provided by the donor directly. Compensation provided by the employee to the donor within 90 days after receipt of the gift is deducted from the value. D. No Covered Person shall accept or agree to accept a gift from a person or entity, because of: • An official public action taken or to be taken, or which could be taken; • A legal duty performed or to be performed or which could be performed; or • A legal duty violated or to be violated, or which could be violated by any official or employee. E. No Covered Person, or any other person or entity on his or her behalf, shall knowingly solicit or accept a gift with a value in excess of$100.00 in the aggregate for the calendar year from any person or business entity that the recipient knows is a vendor, lobbyist or any principal or employer of a lobbyist where the gift is for the personal benefit of the official or employee, another official or employee, or any relative or household member of the official or employee. Gift Reports: Any employee who receives a gift in excess of one hundred dollars ($100.00) shall report that gift in accordance with this section. A. Gift reports for employees identified by state law as reporting individuals. Those persons required to report gifts pursuant to state law shall report those gifts in the manner provided by Florida Statutes, §112.3 148, as may be amended. A copy of each report shall be filed with the Palm Beach County Commission on Ethics. B. All other employees who are not reporting individuals under state law. 1. Personal gifts. All employees who are not reporting individuals under state law are not required to report gifts in excess of one hundred dollars ($100.00) so long as those gifts are given to the employee by a personal friend or co-worker and the circumstances demonstrate that the motivation for the gift was the personal or social relationship rather than an attempt to obtain the goodwill or otherwise influence the official or employee in the performance of his or her official duties. Factors to be considered in determining whether a gift was motivated by a personal or social relationship may include but shall not be limited to: whether the relationship began before or after the official or employee obtained his or her office or position; the prior history of gift giving between the individuals; whether the gift was given in connection with a holiday or other special occasion; whether the donor personally paid for the gift or sought a tax deduction or business reimbursement; and whether the donor gave similar gifts to other officials or employees at or near the same time. If the personal friend or co-worker is a vendor, lobbyist or principal or employer of a lobbyist that lobbies the Village, then the employee shall not accept a gift in excess of one hundred dollars ($100.00) in accordance with this policy. 2. All other gifts. All employees who are not reporting individuals under state law and who receive any gift in excess of one hundred dollars ($100.00), which is not otherwise excluded or prohibited pursuant to this subsection, shall complete and submit an annual gift disclosure report with the county commission on ethics no later than November 1 of each year beginning November 1, 2011, for the period ending September 30 of each year. All officials or employees who are not reporting individuals under state law and who do not receive a gift in excess of one hundred dollars ($100.00) during a given reporting period shall not file an annual gift disclosure report. The annual gift disclosure report shall be created by the county commission on ethics and shall be in a form substantially similar in content as that required by state law. Gratuities, Bribes or Rewards: Personnel shall not solicit or accept any gratuity. Bribe, or reward from any person, business or organization if personnel have reason to believe that the donor is seeking to influence personnel's performance or non-performance of an official duty, has an interest which maybe substantially affected by the performance of an official duty, has a substantial interest in an enterprise which is licensed or regulated by the Village. H Honoraria— Solicitation of Acceptance: A. The Village Manager, Village Clerk, Village Building Code Inspector, employees with the power to grant or deny a land development permit, and any purchasing agent with authority to make any single purchase in excess of $20,000 on behalf of the Village are prohibited from soliciting an honorarium which is related to their public office or duties. B. An honorarium means any payment of money or anything of value, directly or indirectly, to the employee, or to any other person on his or her behalf, as payment for a speech, address, oration or other oral presentation by the employee, regardless of whether presented in person, recorded or broadcast over the media, or for a writing by the employee that is intended to be published (other than a book). C. Because an honorarium does not include the payment or provision of actual and reasonable transportation, lodging, and food and beverage expenses related to the honorarium event, including any event or meeting registration fee for the employee and spouse, the employee may accept payment of such expenses related to an honorarium event, provided the employee receives a statement listing the name and address of the person providing the expenses, a description of the expenses provided each day, and the total value of the expenses provided for the event within 60 days of the event and receives a waiver from the Village Council authorizing acceptance of such expenses, as more specifically outlined under the Travel Expenses section of this policy. D. If the Village Council authorizes acceptance of the expenses, the employee must disclose such expenses with the attached statement and approval annually in the financial disclosure when such expenses are paid by a political committee or committee of continuous existence or from a person who, for compensation, seeks or sought to influence the governmental decision making of the Village Manager or purchasing agent, or who encouraged the passage, defeat, or modification of any proposal or recommendation by the Village Manager, purchasing agent, or the Village Council, within the past 12 months. I Identification: Personnel shall carry their identification cards on their person at all times, except when impractical or dangerous to their safety. They shall furnish their name and identification number to any person requesting that information, when they are on duty or while holding themselves out as having official capacity. Immoral Conduct: Members and employees shall maintain a level of moral conduct in_their personal and business affairs, which is in keeping with the highest standards of the profession. Members and employees shall not participate in any action involving moral turpitude, which impairs their ability to perform as Village personnel or causes the Village to be brought under unfavorable scrutiny. Information — Disclosure or Use of Certain Information: Current and former employees of the Village are prohibited from disclosing or using information not available to members of the general public and gained by reason of his or her position, except for information relating exclusively to governmental practices, for his or her personal gain or benefit or for the personal gain or benefit of any other person or business entity. Insubordination: Insubordination shall include but not necessarily be limited to any failure or deliberate refusal to obey a lawful order given by a supervisor, or any disrespectful, mutinous, insolent, or abusive language or action toward a supervisor. K Keys: A. On-duty employees will not possess a business premise key for the purpose of obtaining shelter, rest, or telephone service. Supervisors may make temporary exceptions if needed in the performance of official duties. B. Employees are not permitted to duplicate any Village key without their Department Director or designee's permission. L Labor Activity: Personnel shall have the right to join labor organizations. Nothing shall compel the Village to recognize or to engage in collective bargaining with any such labor organization except as provided by law. M Meal/Break Procedure: A. Employees are entitled to one 30-minute meal break per eight-hour shift and one 15- minute break for each four hours worked. B. Employees are authorized two 15-minute breaks not to be taken consecutively or in conjunction with a 30-minute meal/break unless authorized by their immediate supervisor. C. Meal breaks will not represent compensable time except as specified herein and as specified in any applicable bargaining unit agreement. Nonetheless, employees will continue to receive pay for 40 hours of work per regularly scheduled workweek. D. Employees will be given time for meals and breaks at the discretion of their immediate supervisor and consistent with applicable bargaining unit agreement. E. Employees can be recalled from authorized meals or breaks at the discretion of a supervisor. Employees may be recalled for up to two meal breaks per workweek without incurring any additional compensable time beyond that otherwise accrued. Additional recall during meal breaks in a workweek beyond two meal breaks will result in an added 30 minutes of compensable time for that workweek. Misuse of Position: A. Covered Persons are prohibited from, whether corruptly or not, using or attempting to o use his or her position or any property or resource which may be within his or her trust, or perform his or her official duties, to secure a special privilege, benefit or exemption for himself, herself, or others. "Corruptly" means done with a wrongful intent and for the purpose of obtaining, or compensating or receiving compensation for, any benefit resulting from some act or omission of an official or employee which is inconsistent with the proper performance of his or her public duties. B. Specifically, an employee shall not use his or her official position, or take or fail to take any action, or influence others to take or fail to take any action, in a manner which he or she knows or should know with the exercise of reasonable care will result in a special financial benefit, not shared with similarly situated members of the general public, for any of the following persons or entities: • Himself or herself, • His or her spouse or domestic partner, household member or persons claimed as dependents on the official or employee's latest individual federal income tax return, or the employer or business of any of these people; • A sibling or step-sibling, child or step-child, parent or step-parent, niece or nephew, uncle or aunt, or grandparent or grandchild of either himself or herself, or of his or her spouse or domestic partner, or the employer or business of any of these people; • An outside employer or business of his or hers, or of his or her spouse or domestic partner, or someone who is known to such official or employee to work for such outside employer or business; • A customer or client of the official or employee's outside employer or business; • A substantial debtor or creditor of his or hers, or of his or her spouse or domestic partner—"substantial" for these purposes shall mean at least ten thousand dollars ($10,000.00) and shall not include forms of indebtedness, such as a mortgage and note, or a loan between the employee and a financial institution; • A civic group, union, social, charitable, or religious organization, or other not for profit organization of which he or she (or his or her spouse or domestic partner) is an officer or director. N Neglect of Duty: Personnel shall not fail to give suitable attention to the performance of duty. Examples of neglect of duty include but are not limited to: Failure to take appropriate action on the occasion of a crime scene, disorder, or other act or condition deserving attention; Absence without Leave; Unnecessary absence from one's assignment during a tour of duty; Failure to report for duty at the time and place designated; Failure to perform duties; or engaging in any activity or personal business which would cause one to be inattentive to duty. Notices - Postin2/Circulation/Destruction/Defacin2: Personnel shall not destroy or deface any official written Notice/Memorandum posted relating to Village business. The posting of any non-official Notice/Memorandum of derogatory character relating to Village activity is prohibited. 0 Obedience to Orders: Personnel shall obey and fully execute any lawful order, written or oral, given by a supervisor, which shall include but not necessarily be limited to these work rules, policies and procedures of the Village. The term "lawful order" shall be construed as any order in keeping with the performance of any duty prescribed by law or by these rules, or for the preservation of good order, efficiency and proper discipline, which is not in conflict with these rules or Village procedures. Official Document-Destroying: Employees will not destroy or permanently remove from its proper location any official record without proper authorization. P Payment of Debts: Personnel shall not willfully or negligently fail to pay all just debts and legal liabilities when due. Personnel should not undertake any financial obligations, which they know or should know they will be unable to meet. Personnel shall not co-sign a note for any supervisor. Payment for Personal Injury: Employees will not accept or agree to accept anything as payment for personal injury or property damage incurred in the line of duty without first notifying their Department Director, unless per a lawfully instituted legal action. Personal Appearance: Personnel on duty shall wear uniforms or other clothing in accordance with established Village policy. Personnel on duty shall maintain a neat, well- groomed appearance and shall style their hair according to established Village policy. Political Activity: Personnel are permitted to engage in political activities that fall within the first amendment protections and shall not be restricted in this right except where in conflict or violation of Federal, State or local law. Political, Religious, or Discriminatory Discussions: Employees will not use remarks that degrade national origin, sex, age, color, creed, beliefs, or physical handicaps. Possession/Use of Controlled Substances: Personnel shall not possess or use any controlled substance, except with the approval and guidance of a licensed physician and with the knowledge of a supervisor. At no time may any personnel of the Village be under the influence of a controlled substance where such use or influence impairs or compromises the Village. Possession/Use of Alcohol: Personnel shall not possess or consume alcoholic beverages while on duty. Personnel shall not report for duty, or be on duty, while under the influence of alcoholic beverages to any degree whatsoever, or with an odor of alcoholic beverages on their breath. Promptness: Employees will report for work at the time and place specified, properly attired and equipped. Property, Dama2e/Loss of Village: A. Damaged Village property will be reported to supervisors as soon as possible after the incident occurs via memo. B. Lost or stolen Village property including Village equipment, radios, badges, ID Cards, keys, uniforms, etc., will be reported as follows: 1. Employees will immediately make verbal notification of the incident to their supervisor. 2. As soon as possible after making verbal notification, employees will prepare a written report and submit it to their supervisor. Note: The written report will include the property's description and circumstances surrounding the loss or theft. 3. Supervisors will send a copy of the report to their Department Director for filing and future reference. Professional Demeanor: Employees will not demonstrate a lazy disposition such as lounging about or placing their feet on desks or other furniture in public view. Prohibited Ass ociation/Freauentin2: Personnel shall not frequent or associate with person(s), organizations or places that they know, or should know, are under criminal investigation or indictment, or that have a reputation in the community or Village for present involvement in felonious or criminal activity, or where unavoidable because of other personal relationships with personnel. Public Statements and Appearances: A. Personnel shall not publicly criticize or ridicule the Village, its policies or other personnel by speech, writing or other expression, where such speech, writing or other expression is defamatory, obscene, unlawful, which undermines the effectiveness of the Village, interferes with the maintenance of discipline, or is made with reckless disregard for truth or falsity. B. Personnel shall not address public gatherings, appear on radio or television, prepare any article for publication, act as correspondents to a newspaper or periodical, release or divulge any other matters of the Village while holding themselves out as representing the Village in such matters without proper authority. Public — Relationship with the: Employees will avoid giving the impression they are evading the performance of their duty or disinterested in problems of persons who may be referred elsewhere for service. Employees will not belittle a seemingly trivial request, complaint, or piece of information, but will thank the person regardless of the information received. Public - Courtesy to the: Employees will be courteous when dealing with the public, avoiding conduct, which conveys disinterest or disrespect. R Recall to Duty: Off-duty employees will report for duty immediately upon receipt of orders to do so. Relief: Except in emergencies, employees will not leave their assignment without being properly relieved. If not properly relieved, employees will notify their on-duty supervisor as soon as possible. Rendering Assistance: Employees will take applicable action without delay, to aid another law enforcement officer or employee exposed to impending danger. Reporting for Duty: Personnel shall report for duty at the time and place required by established schedules, special assignments, or orders. Personnel shall be physically and mentally fit to perform their duties and they shall be properly equipped and cognizant of information required for the proper performance of duty so that they may immediately assume their duties. Reporting Illness: A. Employees unable to report for duty due to illness must notify their supervisor or other competent authority at least one hour before their scheduled reporting time. B. Ill or injured employees on sick leave will remain at home during their regularly scheduled duty hours except for viable medical reasons, voting, attending religious establishments, or at their supervisor's discretion. C. If sick leave abuse is suspected or excessive sick leave use occurs, supervisors may require an employee provide a physician's note explaining the employees illness. Any medical consultation for an employee's illness is at the employee's expense. D. Employees will not pretend illness or injury, falsely report themselves ill or injured, or otherwise deceive or attempt to deceive a supervisor as to their health. S Sleeping While On Duty: Employees will remain awake and alert while on duty. If unable to do so, they will advise their supervisor who will determine the proper course of action. Solicit/Engage in Sexual Activity or Conduct: A. On-duty employees will not solicit or engage in sexual activity. B. Employees will not solicit or engage in sexual activity with inmates or in-custody persons or knowingly initiate sexual activity with subjects or witnesses of a criminal investigation. Soliciting Influence: Employees will not solicit the aid of persons or groups outside the Village for assistance in the procurement of transfers, duty assignments, or promotions. T Telephone: Personnel shall have telephones in their residences, and immediately report any changes of telephone numbers or addresses to their supervisors and to such other persons as is required. They shall not at any time disconnect or cause to be disconnected for any period of time the phone line to the residence or use an answering service or recorded message service when in residence for the purpose of delaying response to communication with this Village. Training Schools, Conduct While Attending: A. Employees will attend in-service training if scheduled. B. Official uniforms or civilian clothing conforming to Village standards will be worn. C. Employees will comply with all rules and instructions regulating their conduct while attending school and with the firearms instructor's directions regarding their conduct on the range. D. Employees attending approved training will not leave the training unless excused by the instructor. Employees will immediately notify their supervisor of any absences during scheduled training hours. Travel Expenses: No employee shall accept, directly or indirectly, any travel expenses including, but not limited to, transportation, lodging, meals, registration fees and incidentals from any municipal contractor, vendor, service provider, bidder or proposer as applicable. The Village Council may waive the requirements of this subsection by a majority vote of the Village Council. The provisions of this subsection shall not apply to travel expenses paid by other governmental entities or by organizations of which the municipality is a member if the travel is related to that membership. U Unbecoming Conduct: Members and employees shall conduct themselves at all times, both on and off duty, in such a manner as to reflect most favorably on the Village. A. Conduct unbecoming a member or employee shall include any conduct which brings the Village into disrepute or reflects discredit upon the member, the employee, or the Village. B. It also includes any conduct, which impairs the operation or efficiency of the Village, or any member or employee. Undesirable Establishments - Frequenting: Employees will not knowingly visit, enter, or frequent a house of prostitution, gambling house, or establishment where Village ordinances or Florida Statutes are violated. Unfit for Duty: Employees found unfit for duty or improperly attired or equipped may be relieved from duty by their supervisor. Any loss of time will be deducted from the employee's salary and disciplinary action initiated if applicable. Unlawful Order: Employees given unlawful orders will respectfully refuse to obey them and explain their reason. At an appropriate time, employees will submit a report to a higher authority via chain of command. VWXYZ Village Equipment - Use of: Personnel shall utilize Village equipment only for its intended purpose, in accordance with established procedures, and shall not abuse, damage or lose Village equipment. All Village equipment issued to employees shall be maintained in proper order. Any damage to or loss of Village equipment shall be handled in accordance with Village directives. Village Property - Reporting Damage: Personnel shall immediately report all damage to vehicles and equipment and file a report which contains all known facts surrounding the cause and nature of the damage, in accordance with Village policy. In the event that Village property is found bearing evidence of damage which has not been reported, it shall be deemed to suspect the last person using the vehicle or property of causing the damage. Village Property Restrictions - Use of: Physical objects issued by the Village to employees or members will remain Village property and be subject to all policies and procedures on property as follows: A. Employees will be responsible for the safekeeping and care of Village property used by them. B. Property will be used only for official purposes and in the capacity it was intended. C. Property will not be transferred from one employee to another without the permission of the employee's supervisor. D. Village equipment (in storage or assigned to an individual) will be maintained in a state of operational readiness. E. Employees will not take, borrow, or use any private or confiscated property for their personal use without proper authorization. Village Reports and Records: Personnel shall submit all necessary reports on time and in accordance with Village directives, and all reports submitted shall be truthful and complete. Village Standards - Meeting: A. Employees will perform their duties properly and assume the responsibilities of their positions. B. Employees will perform their duties in a manner, which tends to establish and maintain the highest standards of efficiency, competency, and professionalism in carrying out the functions and meeting Village objectives. C. Failure to meet Village standards includes, but is not limited to: 1. Lack of knowledge of laws and procedures relevant to the performance of duty 2. Unwillingness or inability to perform assigned duties or satisfy standards of performance established for the position Village Vehicles-Operation: Personnel shall operate official vehicles in a careful and prudent manner, and shall obey all laws and general orders pertaining to such operation. Loss or suspension of any driving license shall be reported to the Village immediately. Wi Village Correspondence: All Village personnel shall obtain approval from their department director or designee rp for to distributing "official" written correspondence outside the agency. A. Only approved Village letterhead will be utilized. B. All "inter-office" correspondence should be placed on the established Village memorandum form. C. Inter-office correspondence is described as that written correspondence conducted between Village personnel. D. No third party communication is to be disseminated outside the agency without the expressed consent of the authoring agency/jurisdiction. Village Literature-Keeping Informed of: A. Employees will read and understand all applicable Village literature including, but not limited to: 1. Policies and procedures 2. General Orders 3. Administrative Orders 4. Training and legal bulletins 5. Village ordinances 6. State and federal laws B. Employees with questions regarding Village literature will request assistance from their supervisor. Violations of Regulations-Reporting: Employees with knowledge of an employee or member in violation of Village regulations, rules, laws, or ordinances will report the violation to their immediate supervisor or watch commander as soon as practical. Visiting a Lounge/Bar While On-Duty: On-duty employees will not enter or visit any cocktail lounge, beer parlor, or place where the sale of alcoholic beverages for consumption on the premises is the primary business. 13.4.8 Investigation Procedures: A. Initiation of Investigation: Investigations are initiated based upon a variety of factors including as a result of an employee report or complaint, audit results, or other sources. Depending on the source and nature of the issue, an Internal Investigation may be conducted by the Village Manager or his/her designee. B. Internal Investigations: Employees will be contacted to provide information for the Internal Investigations conducted by the Village. The person assigned to the investigation will notify an employee's immediate supervisor if an employee must be absent from the work area to provide information or assist in the investigation. However, the supervisor may not be made aware of the details of the investigation by the Village if he or she does not have a relevant or legitimate need to know. Any interviews will be scheduled so as not to unduly disrupt the workload of the department to the extent possible. C. External Investigations: 1. Employees may be made aware of External Investigations conducted by State, Federal or Local agencies. Where the Village is made aware of the External Investigation, the Village Manager will coordinate with the Village Attorney to facilitate employee interviews or requests for information. 2. Where authorized by the agency conducting the External Investigation, the Village Attorney will be present at any interviews or review of documents in his/her sole discretion, with input from the Village Manager, to protect the Village's interests. Additionally, all employees may, and should, request that the Village Attorney be present at all interviews. If a request is denied by the External Investigator, the employee generally has the right to terminate the interview until he or she has an opportunity to consult with the Village Attorney or his/her own personal attorney. 3. The Village cooperates fully with External Investigations and other requests for information in accordance with applicable law. If an employee is contacted directly by a Federal, State, or Local agency regarding his or her work or affiliation and/or knowledge of the Village, the employee should not feel pressured to speak with the investigator without first contacting the Village Manager, who may also consult the Village Attorney. Employees have the right to: • Speak with the investigator • Request that the interview take place at a time and place that is convenient • Have the Village Attorney present or personally retained legal counsel • Terminate the interview at any time • Refuse to answer any questions • Refuse to allow audio recordings of the interview 4. If an employee speaks with an investigator, the Village expects the employee to be truthful and to avoid speculation in responding to inquiries. Employees must respond with accurate and truthful information. In accordance with Florida law, employees are prohibited from concealing, destroying or altering documents. 5. Interviews with external investigators may have a substantial legal effect and may impact the employee's legal rights and those of the Village. Employees should always be polite and obtain the following information before speaking with an External Investigator: • Business card of all investigators/persons present • Reason for the visit • Obtain copy of subpoena, warrant or court order requiring production of the information requested, if any • Request to see the investigator's badge (e.g. for law enforcement, Department of Labor, etc.) • Confirm whether you are the subject of the investigation 6. Employees presented with a subpoena, warrant, or court order must immediately notify the Village Manager who will contact the Village Attorney. APPROVED Ed Green Village Manager ACKNOWLEDGMENT OF RECEIPT -. VILLAGE OF NORTH PALM BEACH DISCIPLINE, CONFLICTS OF INTEREST AND CODE OF ETHICS POLICY I, the undersigned Village of North Palm Beach Employee, state that I have received the Village's Discipline, Conflicts of Interest and Code of Ethics Policy and shall abide by all of the Villages approved procedures contained therein. I understand that it is my responsibility to read and understand the procedures contained within this policy. I also understand that this policy is not intended to serve as a contract, either express or implied, and that the Village has the right to revise, discontinue, suspend, or modify any of the procedures contained herein at any time at its sole discretion, and that all such changes will be binding upon all employees. This document is not intended as legal advice or a solution to an individual problem. Print Name: Signed: Date: