HomeMy WebLinkAboutResolutions - 1983.08.04 - 11408Miscellaneous Resolution # 83165 June 23, 1983
BY: PERSONNEL COMMITTEE - John J. McDonald, Chairperson
IN RE: SUBMISSION OF CHANGES IN MERIT SYSTEM RULE 20 - TUITION REIMBURSEMENT
TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS
Mr. Chairperson, Ladies and Gentlemen:
WHEREAS Section IV, Subsection A of the Merit System Resolution
requires that all changes in the rules and regulations of the Merit System
shall be submitted to the Board of Commissioners at a regular meeting of the
Board and shall become effective thirty (30) days after such meeting unless
objection is received in writing by the Chairperson of the Board of Commissioners,
in which case the objection shall become a matter of business at the next meeting
of the Board; and
WHEREAS it has become desirable to make certain changes in the wording
of Rule 20 - "Tuition Reimbursement" as spelled out in the attachments to this
resolution including the current and proposed wording; and
WHEREAS your Personnel Committee has reviewed and approved these
changes at its meeting of June 8, 1983,
NOW THEREFORE BE IT RESOLVED that the reading of this notice and the
distribution of this notice and the attached copies of current Rule 20 and
proposed changes in Rule 20 to all Commissioners present and absent to be con-
sidered as the official submission to the Board of Commissioners of the described
changes in Rule 20.
Mr. Chairperson, on behalf of the Personnel Committee, I move the
adoption of the foregoing resolution.
PERSONNEL COMMITTEE
PROPOSED MERIT SYSTEM RULE CHANGES
RULE 20
CURRENT WORDING
Section I PURPOSE
A. Self Improvement
The Tuition Reimbursement Program is a
self-improvement opportunity for all
employees eligible for County fringe
benefits. Used effectively the program
can be an important element in an
employee's personal plan for career
advancement or enrichment.
B. Meeting County's Training Needs
The Tuition Reimbursement Program is
recognized as an important element in the
upgrading of current employees to meet
the County's need for qualified higher
level personnel.
Section II ADMINISTRATION
Section III REIMBURSEMENT REQUIREMENTS
A. Employee Eligibility
B. Course Work Eligibility
1. Institutional Requirements
Course work shall be limited to pro-
grams offered by universities,
colleges and school systems only,
certified by the Michigan Department
of Education and accredited by the
primary, nationally recognized
accrediting association for each type
of institution. The applicant shall
provide documented evidence that his
or her school meets this requirement
on request of the Personnel Depart-
ment.
2. Class Time
3. Work Relatedness
Course work shall be:
a. Directly Related to Employee's
Work
Course work should be directly
related to the applicant's present
PROPOSED WORDING
Section I PURPOSE
Oakland County encourages and assists
employees to i7yrove their educational
qualifications in subjects and fields of
endeavor which are directly related to the
County's operations, activities and objectives
and which will place the employee in a
position to improve their job performance and
professional development.
No Change
Section III REIMBURSEMENT REQUIREMENTS
No Change
B. Course Work Eligibility
1. Institutional Requirements
Course work shall be limited to programs
offered by universities, colleges,
business schools, trade schools, and
school systems only, certified by the
Michigan State Board of Education and
accredited by the primary, nationally
recognized accrediting association for
each type of institution. The applicant
shall provide documented evidence that
his or her school meets this requirement
on request of the Personnel Department.
Course work in non-degree programs that
leads to licensure Or certification for
use in employment with Oakland County
will also be accepted.
No Change
3. Work Relatedness
Course work shall be:
a. Directly Related to Employee's
Work
Course work should be directly
related to the applicant's present
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CURRENT WORDING
or probable future County employ-
ment. Probable future County
employment shall be defined as a
position or positions the employee
is likely to be transferred or
promoted to based on reasonable
evidence in the applicant's em-
ployment history and/or County
experience with employees in the
same classification;
Or
h. Degree Requirement
PROPOSED WORDING
job, approved by the Department
Authority, and directed to,Jards
improving the applicant's
knowledge of and performance on
the job.
b. Probable Future County Emplopmet
Probable future County employ,
shall be defined as a positi
positions the employee is
to be transferred or promo
based on reasonable evi
the applicant's employm,mt ''3 -ory
and/or County experience
employees. The ap7licant must
identify the job he/She ..Tooses to
work toward and one Zi77 ; 4-o be
achieved on the Tuiti.on Re imburse-
ment Application.
$;(3. Degree Requirement
No Change
Section IV REIMBURSEMENT PROCEDURE
A. 1. a. Application Filing Deadline
Applications requesting tuition reimburse-
ment must be filed prior to the starting
date of class to confirm reimbursement.
Applications will be accepted up to
thirty (30) days beyond the starting date
of class but under such circumstances
reimbursements cannOt be guarateed. All
applications submitted will be approved on
a first come, first serve basis to the
extent funding is available. You are
urged to protect your investment by
confirming reimbursement before your class
starts and before you have committed your
own funds.
Section IV REIMBURSEMENT PROCEDURE
A. 1. a. Application Filing Deadline
Applications requesting tuition reimburse-
ment should be filed prior to the starting
date of class to confirm reimbursement.
Applications will be accepted up to
thirty (30) days beyond the starting date
of class but under such circumstances
reimbursements cannot be guaranteed. All
applications submitted will be approved on
a first come, first serve basis to the
extent funding is available. The ,=7,0;/ee
is urged to protect their investment by
confirming reimbursement before the class
starts and before they have committed
own funds.
-3-
CURRENT WORDING
A. 1. b. Receipt/Grades Filing Deadline
Grades and tuition receipts must be
submitted to the Personnel Department no
later than sixty (60) days after the last
meetiag of the class as noted on the
application for reimbursement except a
grade of "I" or Incomplete will not be
considered for any reimbursement until
after a successful completion. Failure
to meet this filing deadline shall result
in disqualification for reimbursement.
A. 2. Course Description
A. 3. Department Approval
Each application for tuition reimbursement
must be approved by the employee's Depart-
ment Head as being relative to the
applicant's present or probable future
County employment or as otherwise provided
in Section III, Subsection B. 3 of this
Rule.
Applications not approved by the Department
Head shall be returned to the employee by
the Department Head prior to the starting
date of the course or no later than five
working days after the receipt of the
application with a written explanation of
why approval was not granted.
A. 4. Personnel Department Approval
A. 3. Notice of Change in Course Work
Applicants changing classes after original
approval must notify the Personnel
Department. Changes from course work
already approved may invalidate reim-
bursement approval if the substitute
course work cannot be related to the
employee's present or probable future
County employment or as otherwise provided
in Section III, Subsections B. 3, 4 and 5
of this Rule.
PROPOSED WORDING
A. 1. b. Receipt/Grades Filing Deadline
Grades and tuition receipts must be
submitted to the Personnel Department no
later than sixty (60) days after the last
meeting of the class as noted on the
application for reimbursement except a
grade of "I" or Incomplete will not be
considered for any reimbursement until
after a successful completion. It is still
necessary, haJever, to submit the Incom-
plete grade within sixtu (60)
period to keep your =lication ac
AZso, if for any reason you cannot st -mit
your grades within the filing time frame,
i.e. computer error, notify the PersonneI
Department in writing as soon as poseible,
stating the reason for the delay. Failure
to meet this filing deadline shall result
in disqualification for reimbursement.
No Change
A. 3. Department Approval
Each application for tuition reimbursement
must be approved by the employee's '-
ment Authority as being relative to the
applicant's present or probable future
County employment or as otherwise provided
in Section III, Subsection B. 3 of this
Rule.
Applications not approved by the Department
Authority shall be returned to the employee
by the Department Authority prior to the
starting date of the course or no later
than five working days after the receipt
of the application with a written explana-
tion of why approval was not granted.
No Change
A. 5. Notice of Change in Course Work
Applicants changing classes after original
approval must notify the Personnel
Department in writing stating reason for
change and submitting a description of the
course for Lthich reimbursement is requested.
Changes from course work already approved
may invalidate reimbursement approval if
the substitute course work cannot be
related to the employee's present or proba-
ble future county employment or as other-
wise provided in Section III, Subsections
B. 3, 4 and 5 of this Rule.
-4-
CURRENT WORDING PROPOSED WORDING
Course work changes shall be treated as a
new application and will require appro-
priate documentation for new applications
as described earlier in this Rule.
3, Course Work Documentation
1., 2., 3
Section V REIMBURSEMENT LIMITATIONS
A. Fund Limitations
B. Course Work Limitations
Tuition will be reimbursed for no more than
two courses each semester, trimester or
quarter. Reimbursement is based on the
semester term and pro-rated for trimester
and quarter terms as indicated later in this
section.
C. Term Definition
Semester, trimester and quarter term pro-
grams are defined for the purpose of this
rule as follows:
No Change
Section V REIMBURSEMENT LIMITATIONS
No Change
B. Course Work Limitations
Tuition will be reimbursed for no more
than two courses each session.
C. Telm Definition
Delete
NUMBER OF TERMS
TERM LENGTH PER BUDGET YEAR !
Semester 15 weeks or longer 3
Trimester 11 weeks or longer 4
Quarter 7 weeks or longer 5
No reimbursement will be allowed for college
or university course work shorter than 7
weeks in duration.
0/C. Dollar Limitation
Reimhurse7ent shall be Ze to $400
per session with a maximum annual
(calendar year) reimbursement of ,1,200.
D. Dollar Limitation
Reimbursement shall be limited to the
amounts indicated in the following schedule
per semester, pro-rated for trimester or
quarter terms as indicated.
MAX. REIMBURSEMENT MAX. ANNUAL
TERM PER TERM REIMBURSEMENT
Semester $400 $1,200
Trimester 300 1,200
Quarter 240 1,200
-5-
CURRENT WORDING
E. Exceptions
1. Adult/Continuing Education
Employees enrolled in work related adult
education or continuing education pro-
grams in an accredited school district
in the County shall not be held to the
seven (7) week requirement in Section V,
B. of this Rule. Reimbursement in any
case Shall be limited to $1,200 per year.
2. Dollar Limitations
Employees admitted to a degree program
prior to October 1, 77 shall not be'
subject to the limitations described in
Section V, C. above, providing there
has been continuous progression toward
the degree. "Continuous Progression"
means that degree program courses must
be taken in each semester, trimester or
quarter until the degree is achieved.
3. Employee Groups
Provisions included in Section V, C.,
D. and E. 2 shall apply only to non-
represented employees and to represented
employees whose labor agreement provides
for these changes.
NEW SECTION
Section VI REINBURSEMENT NOT ALLOWED
A., B., C., D.
Section VII PREPAID TUITION
Tuition may be prepaid directly to the
educational institution under certain
circumstances if the request meets the
following requirements:
A. Course work meets all the requirements
of this Rule except for the prepayment
of tuition and successful completion
of the course work.
PROPOSED WORDING
y/D. Exceptions
1. Delete
711. Dollar Limitations
' Employees admitted to a degree program -
prior to October 1, 1977 shall not be
subject to the limitations described
in Section V, C. above, providing
there has been continuous progression
toward the degree. "Continuous
Progression" means that degree
program courses must be taken. in each
session until the degree is achieved.
This provision expires December 31,
1983.
3. Delete
2. Members of the Board of Commissionors
Per :4'iscellaneous Resolution ,V-8826,
May 3, 1979, Commission members are
excluded from elial7oil-it for tuition
reimbursement.
No Change
Section VII PREPAID TUITION
Delete
-6-
CURRENT WORDING PROPOSED WORDING
B. The applicant is directed by Department
Authority to enroll in the course.
C. The Department Head shall request pre-
payment of tuition In writing, indizating
why the course must be prepaid as opposed
to following normal reimbursement
procedures. Such request shall be made
in advance of the registration date of
- the class.
#83165 June 23, 1983
The Chairperson announced pursuant to the Merit System Rules
the matter shall be laid over for 30 days.
0A.KL TD COUNTY BOARD OF COMMISSIONERS
1200 NORTH TELEGRAPH ROAD — PONTIAC, MICHIGAN 43053 — (313) 858-0100
June 28, 1983
Mr. Richard R. Wilcox, Chairperson
Oakland County Board of Commissioners
Subject: Proposed Changes in Merit System
Rule 20 - Tuition Reimbursement
Dear Mr. Wilcox:
In accordance with Section IV, Subsection A of the Merit
System Resolution 04606, dated September 19, 1966, I am hereby
submitting written objection to the proposed new Section V. E, 2,
which reads as follows:
"2. Members of the Boards of Cor -nissioners
Per Miscellaneous Resolution —826,
May 3, 1979, Commission r _ ::rs are
excluded from eligibility for ition
reimbursement."
County,Commissioners meet the re_-_'.uirments for for
tuit:n reimbursement and other fringe bei3 as defined
Rule 22. -
Misc. Res. 418826, dated May 3, 1979, 3ttempted to estabish
specific procedures for application by Corrr!-*:,s.7.rers for tuition
reimbursement. This resolution was not by the Board. Failure
of this resolution to receive a majority vote does not nullify the
Commissioners eligibility as granted by tb System.
The tuition reimbursement prograrl was established with the
intention of assisting all County ern•y1.7,,_:.....7: in improving their educational
qualifications, performance and development.
Mr. Richard R. Wilcox
Page 2
June 28, 1983
Elimination of the members of the Board of Con----ssioners from this
program would not be in the best interest o' t - C3unty. Furthermore,
such action would be discriminatory in that other employees elected,
appointed, or Merit System are denied this benefit.
Sincerely,
Alexander C. Perinoff
County Commissioner
District #21
JB/eb
#83165 August 4, 1983
ALLEN, County Cftrk/Register of Dt2.
4th day of August 198_3
Mr. McDonald stated Resolution 1/83165 - "Submission of Changes in Merit System
Rule 20 - Tuition Reimbursement" had laid over for 30 days according to the Merit
System Rules, and a written objection had been received regarding the changes.
Mr. Perinoff stated he had submitted written objection to the proposed new
Section V. D, 2 which reads: "2. Members of the Board of Commissioners. Per
Miscellaneous Resolution #8826, May 3, 1979, -Commission members are excluded from
eligibility for tuition reimbursement."
Mr. Perinoff further stated County Commissioners meet the requirements for
eligibility for tuition reimbursement and other fringe benefits as defined in
Merit System Rule 22.
Moved by Per inoff supported by Olsen to delete the proposed wording in the
attachments under Section V, paragraph D, subsection 2. "Members of the Board of
Commissioners. Per Miscellaneous Resolution #8826, May 3, 1979, Commission
members are excluded from eligibility for tuition reimbursement."
Discussion followed.
•
Vote on amendment:
AYES: Fortino, Hobart, Jackson, R. Kuhn, S. Kuhn, Law, McConnell, McDonald,
McPherson, Nelson, Olsen, Page, Perinoff, Pernick, Price, Rewold, Wilcox, Aaron,
Caddell, (19)
NAYS: Geary, Gosling, Lanni, Moffitt, Calandro, Doyon. (6)
A sufficient majority having voted therefor, the amendment carried.
Vote on resolution as amended:
AYES: Gosling, Hobart, Jackson, R. Kuhn, S. Kuhn, Law, McConnell, McDonald,
McPherson, Nelson, Olsen, Page, Perinoff, Pernick, Price, Rewold, Wilcox, Aaron,
Caddell, Doyon, Fortino. (21)
NAYS: Geary, Lanni, Moffitt, Calandro. (4)
A sufficient majority having voted therefor, the resolution, as amended,
was adopted.
STATE OF MlCHIGAN)
COUNTY OF OAKLAND)
I, Lynn D. Alien, Clerk of the County of Oakland and having a seal,
do hereby certify that ! have compared the annexed copy of
Miscellaneous Resolution # 83165 adopted by the Oakland County Board of Commissioners
at their meeting held on August 4_4„...1983
with the original record thereof now remaining in my office, and
that it is a true and correct transcript therefrom, and of the
whole thereof.
In Testimony Whereof, I have hereunto set my hand and affixed the
seal of said County at Pontiac, Michigan
this
Deputy Clerk