HomeMy WebLinkAboutApproved Documents - 4/16/2018 FINANCE DEPT. STAFF ONLY
LINE ITEM USED 12Y gZ
TRAVEL REQUEST FOS S BUDGETED
CITY OF WATERLOO EXPENDED YTD ,2 [c{/ ?J
THIS REQUEST
LEFT AFTER THIS y3
REQUEST
DATE ✓
Original-Clerk/Finance Co -Department
NAME(S) AND POSITION(S): DATE:
Matt Chesmore and Rudy Jones 2/8/2017
NAME OF CLASS / MEETING: DESTINATION: Anaheim, California
Annual Education Conference for the National DEPARTURE POINT
Environmental Health Association and Healthy Homes IF NOT WATERLOO:
Conference
DEPARTURE DATE RETURN DATE: DATE(S) OF MEETING:
June 24, 2018 June 29,2018 June 25-28, 2018
PURPOSE OF TRAVEL/TRAINING
The National Environmental Health Association (NEHA) and the U.S. Department of Housing and Urban Development
(HUD) Office of Lead Hazard Control and Healthy Homes (OLHCHH) have joined forces to bring you the NEHA 2018
AEC and HUD Healthy Homes Conference. This is a required event for all active grants and you must send two (2)
representatives.
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: x COST $
YES NO
METHOD OF TRAVEL:
CITY VEHICLE PRIVATE VEHICLE
x AIRFARE DEPARTING FROM: Waterloo Airport
ESTIMATE OF COST: BUDGET LINE ITEM: 224-32-5853-1346
2300.00 LODGING 150.00 TAXI x GRANT REIMBURSABLE
540.00 MEALS PARKING YES NO BG18TRAV
1250.00 REGISTRATION 2000.00 AIRFARE x REQUIRED CERTIFICATION
MILEAGE/FUEL 120.00 MISC/TOLLS YES NO
TOTAL FOR ALL: $ 6360.00 TOTAL: $ 3180.00 PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE I APPROVE THIS TRAVEL REQUEST
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF ATERLOO
DEPARTMEVNIT HEAD MAYOR
DATE DATE
K:\Shared Goodies\Forms\Travel Request Form January 2010
ANITA MERFELD
From: Brown, Yolanda A <yolanda.a.brown@hud.gov>
Sent: Thursday, February 08, 2018 10:15 AM
To: Anderson, Cecilia;Angie Fordyce;Amy Roberts (Amy.Roberts@kcmo.org);ANITA
MERFELD;Jenna Willems;Jill Mascarello Wanderscheid;Jeff Tanguay; Nicole Turpin;
Lesley Meyer; Laurie Gust; steven.zivny@cityofomaha.org; Brian Gulley
(bgulley@peoriacounty.org);Jillian Stowe; Rataj, Bill; Ryan Kerch; Kimberly Glaser
(Kglaser@cityofdubuque.org); Angie Fordyce; Scott Graybill
Subject: 2018 National NEHA AEC and HUD Healthy Homes Conference
Good Afternoon Grantees,
Remember to register for the 2018 National NEHA AEC and HUD Healthy Homes Conference;the event will take place
in Anaheim, CA,June 25 through 28, 2018.This is a required event for all active grants and you must send two (2)
representatives.
Visit the http://www.neha.org/news-events/aec-annual-educational-conference-0 website for a complete description
of event programming and activities,for scheduling, hotel reservation and registration. If you have any questions,ASK
your GTR for additional guidance to ensure you are participating as expected for the entire event. If you need to make
budget amendments to ensure your participation, please review and submit those requests ASAP through HHGMS. I
look forward to seeing all the grantees at the event.
GRANTEES MUST USE THIS LINK TO REGISTER:
OLHCHH Grantee Registration Link http://www.cvent.com/d/9tgxtm/4W and the Registration fee for
OLHCHH grantees is $450
Yolanda Brown GTR
Technical Assistance Specialist
Program Management and Assurance Division
Office of Healthy Homes and Lead Hazard Control
Department of Housing and Urban Development
4517th Street SW, Room 8236
Washington, DC 20410
Phone: (202)402-7596
FAX: (202)755-1000
Email:Yolanda.A.Brown@hud.go
It is nice to be important but it is much more important to be nice
OFFKE Of
LEAD"AZA"CONTROL
AFC HEALTMY K04S
3/29/2018 Your trip summary-Choose flights-American Airlines
Home Login.. IN English . Search aa.com 0o..
American Airlines Plan Travel Travel Information AAdvantage
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« New search
Your trip summary
Main Cabin Depart Waterloo, IA to Santa Ana, CA
Round trip (Non-refundable) Sunday, June 24, 2018
$ 814 per
person 6:24 AM —> 12:08 7h 1 stop Main Cabin
Total$1,627.20(all passengers) PM 44m
Price and tax information 01
AA 4085 ■ ER4-Embraer ERJ-145 is Operated by Envoy Air As
Good value with benefits American Eagle
in Carry-on & personal item AA10S1 ■ 738-Boeing 737
(access to overhead bin) Details I Change
in Choose your seat(fee may apply)
is Eligible for upgrades on American
flights Return Santa Ana, CA to Waterloo, IA
is Flight changes allowed (fee applies)
Friday, June 29, 2018
■ General boarding
12:08 9:40 PM 7h 1 stop Main Cabin
32m
PM
AA2642 is 738-Boeing737
AA 3348 is ER4-Embraer ERJ-145 ■ Operated by Envoy Air As
Includes taxes and carrier imposed fees. American Eagle
Baggage and optional service fees 0 Details I Change
Upgrade to First
Round trip (Non-refundable) Best way to travel
+$ 676 er m Our largest,most comfortable seat
Person
Total$2,979.24(all passengers) ■ 2 free checked bags"
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■ Priority security at participating airports
u rade ■ Priority boarding
pg ■ Same-day flight change&standby when
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available on American flights
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*If you're AAdvantage Executive Platinum,or on a
plane with 3 cabins,you get 1 extra checked bag.
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Hotel and Travel I National Environmental Health Association: NEHA Page 1 of 2
2018 ., Va
NEHA 2018 AEC and •
HUD Healthy Hames Conference
Anaheim California - June 25-28,2018 ` +
Hotel and Travel
Anaheim Designated Hotel
The hotel room block is now open at the Marriott Anaheim, the designated NEHA AEC
Hotel! Rates are $189 per night plus taxes and fees until the NEHA room block is sold out so
reserve now!
RESERVE YOUR MARRIOTT ROOM
Government rated rooms are available to Federal employees via the "reserve your hotel
room" link above.
Marriott Anaheim Hotel
700 W. Convention Way
Anaheim, CA 92802
Anaheim Overflow Hotel
The hotel room block is now open at the Hilton Anaheim, the overflow NEHA AEC Hotel.
Rates are $189 per night plus taxes and fees until the NEHA room block is sold out.
RESERVE YOUR HILTON ROOM
If needed, the phone number and group code for the hotel call center are as follows: 877-
776-4932 Code NEG
Government rated rooms are not available at this location.
Hilton Anaheim Hotel
777 W. Convention Way
Anaheim, CA 92802
Travel Information for Hotel Location
http://www.neha.org/news-events/aec-annual-educational-conference-0/hotel-and-travel 3/27/2018
2/2/2018 About the AEC I National Environmental Health Association:NEHA
NEHA 2018 AEC and
Healthy Homes Conference
411ifornia , June 25-28,2018
meal ,
About the AEC
Annual Educational Conference (AEC)
The NEHA AEC is so much more than a conference. It is the nexus for environmental health training, education,
networking, and advancement. It is the event environmental health professionals attend to acquire practical
and real-world information and expertise. It is the event from which environmental health professionals leave,
trained, motivated, inspired, and empowered to further advance their organizations and themselves.
NEHNs AEC is the most comprehensive training and education investment your organization can make to
achieve immediate and long-term benefits. By attending the NEHA AEC,your will gain the skills, knowledge, and
expertise needed to help solve your organization's daily and strategic challenges and improve your bottom-line
results.You also can earn Continuing Education (CE)credit to maintain your professional credential(s).
Continuing Education Credits
Earn up CE contact hours(enough to meet your full two year NEHA professional credential requirement) by
attending and participating in the NEHA AEC. CEs can be fulfilled by attending:
• First-Time Attendee Orientation
• Training and educational sessions
• The Keynote Session
• Pre-Conference Workshops
• Credential Review Courses
• Educational sessions via the recorded sessions on-demand after the AEC is over
See the Continuing Education page for information on credits for other organizations and for the California
REHS program.
Welcome Students!
The NEHA AEC is a great place for your professional development in environmental health. By attending the
conference,you get to learn from and network with some of the most experienced professionals in the
industry!Accessing the conference also shows your support for advancing the environmental health (EH)
profession and keeping it moving forward!
1 http://www.neha.org/aec/about-aec 1/2
3/21/2018 Events I National Environmental Health Association: NEHA
2018 4JJA
NEHA 2018 AEC and �¢
HUD Healthy Homes Conference r
Anaheim „ California , June 25-28,2018 l'
Events
Exhibition Grand Opening & Party
Monday, June 25, 2018 from 6 - 8 PM
Connect with exhibitors that will help you be more productive in yourjob during the Exhibition Grand
Opening & Party Monday night from 6:00 - 8:00 pm. There will be food, fun, and the opportunity to do
business and socialize at this party.
One admission ticket is included with each Full Conference registration and Single Day(Monday only)
registration.
Additional tickets are available for $55 each.
UL Event
Tuesday, June 26, 6-9:00 pm
Underwriters Laboratories Inc. will be sponsoring a fun-filled special evening in Anaheim at Angel
Stadium, the home of Los Angeles Angels baseball.
Purchase tickets in advance as this event typically sells out.
Cost is $55 per person
Good Vibrations NEHA Reception
Wednesday,June 27, 6:30-9:00 pm
Join our conference networking social that will be held in the
courtyard just outside the Marriott Anaheim Hotel. Flavors
representing various California regions will be on hand as well as sib
festive music and dancing!
This event is included in all full conference registrations.
Additional tickets are $65 per person.
http://www.neha.org/news-events/aec-annual-educational-conference-0/events 1/2
Hotel and Travel I National Environmental Health Association: NEHA Page 2 of 2
• John Wayne Airport-Orange County(SNA): located 14.1 miles from hotel, Super Shutle
fee = $11 (one way), estimated taxi fare = $45(one way)
• Long Beach Airport(LGB): 18.2 miles from hotel, Super Shuttle fee = $35 (one way),
estimated taxi fare = $70 (one way)
• Los Angeles International Airport(LAX): 35 miles from hotel, Super Shuttle fee = $17
(one way), estimated taxi fare = $120 (one way)
Learn More About Anaheim, California
VISIT ANAHEIM
Presented by
Green & Healthy Homes Initiative®
Lr SHARE 9 PRINT
http://www.neha.org/news-events/aec-annual-educational-conference-0/hotel-and-travel 3/27/2018
Schedule at a Glance I National Environmental Health Association: NEHA Page 2 of 3
Monday, June 25
Preconference Review Course and Exams
• REHS/RS Credential Review Course (8:00 AM - 12:00 PM)
• CP-FS Credential Exam* (8:00 AM - 12:00 PM)
• CCFS Credential Exam* (8:00 AM - 12:00 PM)
• Certified in Food Safety Supplier Credential Exam* (8:00 AM - 12:00 PM)
• Certified Foodborne Outbreak Investigator Credential Exam* (8:00 AM - 12:00 PM)
Preconference Workshop
• First Time Attendee Welcome (3:00 - 3:45 PM)
The Conference Begins: Day 1
• Keynote Address &Opening Session (4:00 - 6:00 PM)
Keynote Address Speaker: Frank Yiannas, Walmart Vice President of Food Safety and
Health
Opening Session: National Identity: Building Relationships and Communication
Between States and Federal Agencies to Address Vital Environmental Health Problems.
• Exhibition Grand Opening& Party(6:00 - 8:00 PM)
Tuesday, June 26
Exam
• REHS/RS Credential Exam* (8:00 AM - 12:00 PM)
Conference: Day 2
• Grand Session Kickoff(8:00 - 8:50 AM)
Grand Session Kickoff Speaker: RADM Stephen Redd, MD, Director of the Office of
Public Health Preparedness and Response, Centers for Disease Control and Prevention
• Concurrent Educational Sessions (9:00 AM - 5:00 PM)
• Exhibition (9:30 AM -4:00 PM)
• UL Event—Angel Stadium (6:00 - 9:30 PM)
Wednesday, June 27
http://www.neha.org/news-events/aec-annual-educational-conference-0/schedule-glance-0 3/27/2018
Schedule at a Glance I National Environmental Health Association: NEHA Page 3 of 3
Conference: Day 3
• Breakfast&Town Hall Assembly(6:30 - 7:50 AM)
• Concurrent Educational Sessions(8:00 AM - 5:00 PM)
• Awards Ceremony(5:00 - 6:00 PM)
• Good Vibrations! Reception at the Marriott Anaheim Courtyard (6:30 - 8:30 PM)
Thursday, June 28
Conference: Day 4
• Concurrent Educational Sessions (8:00 - 11:30 AM)
• Closing Session (11:40 AM - 1:00 PM)
Closing Session: Opening the Big Black Box: Partnering with Public Health Laboratories
to Address Community Environmental Health Problems.
Schedule and times are subject to change.
*An additional application and fee are required to sit for any credential exam.All credential
exam applications are due by no later than May 14, 2018. Please visit our Credentialing
website for more information.
Presented by
,w-FJFGreen & Healthy Homes Initiative®
L SHARE 9 PRINT
http://www.neha.org/news-events/aec-annual-educational-conference-0/schedule-glance-0 3/27/2018
FINANCE DEPT. STAFF ONLY
LINE ITEM USED p/0 VR k` /34f&
TRAVEL REQUEST FYLl 4LIDGETED V)(t ) `--
EXPENDED YTD
CITY OF WATERLOO
THIS REQUEST .070 i
LEFT AFTER THIS Q
REQUEST 3/
DATE _
Original-Clerk/Finance Copy-Department
NAME(S) AND POSITION(S): DATE:
Spencer Jensen, Facilities Services Specialist April 10, 2018
Donald Thomas Halbmaier, volunteer
NAME OF CLASS/MEETING: DESTINATION: Quincy, IL— Memphis, TN
Delivering& Picking up Artwork
DEPARTURE POINT
IF NOT WATERLOO:
DEPARTURE DATE: RETURN DATE: DATE(S) OF MEETING:
April 26, 2018 April 28, 2018 April 26 &27, 2018
PURPOSE OF TRAVEL/TRAINING:
Delivery artwork by Bobbie Moline-Kramer to Quincy Art Center. This exhibition was on display at the Waterloo Center for
the Arts from January-April 2018. Picking up artwork by Fred Burton in Memphis TN. This exhibition is scheduled to be on
display at the Waterloo Center for the Arts May-August 2018. Expenses will be supported by the Cultural Leadership
Partnership grant program through the Iowa Arts Council.
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST$ n/a
YES NO
METHOD OF TRAVEL:
X CITY VEHICLE PRIVATE VEHICLE
AIRFARE DEPARTING FROM:
ESTIMATE OF COST: BUDGET LINE ITEM: 26STG.OSG o1026a26513a6
$100 LODGING TAXI x GRANT REIMBURSABLE
$70 MEALS PARKING YES NO
REGISTRATION AIRFARE x REQUIRED CERTIFICATION
$500 MILEAGE/FUEL MISCITOLLS YES NO
TOTAL FOR ALL: $ $670 TOTAL: $ PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE I APPROVE THIS TRAVEL REQUEST
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
f
DEPARTMUT HEAD MAYOR
H / io / LA Hli � h8
DATE DATE
K:\Shared Goodies\Forms\Travel Request Form January 2010
LINE ITEM USED 0/0 D'4 815b t;341ee
TRAVEL REQUEST FY;2- ( BUDGETED3�y
CITY OF WATERLOO EXPENDED YTD ,�6
THIS REQUEST S-n e
LEFT AFTER THIS
REQUEST 25� yl
DATE )0jw 4-/0-Ig
Original-Clerk/Finance Copy-Department
NAME(S) AND POSITION(S): DATE:
Cheryl Huddleston, Human Resources Manager 1/2/2018
NAME OF CLASS/MEETING: DESTINATION: Charleston, SC
National Public Employer Labor Relations Association DEPARTURE POINT
Annual Training Conference IF NOT WATERLOO: Cedar Rapids or Des Moines
DEPARTURE DATE: RETURN DATE: DATE(S) OF MEETING
4/14/2018 4/19/2018 W15-19/2018
PURPOSE OF TRAVEL/TRAINING:
Attend National Public Employer Labor Relations Association Annual Training Conference. Will also use as CEUs for
Certified Labor Relations Professional
Will pay costs myself if not budgeted/approved
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST$
YES NO
METHOD OF TRAVEL:
CITY VEHICLE PRIVATE VEHICLE
Will fly from CR or DM
ESTIMATE OF COST: n BUDGET LINE ITEM: 010 09 8250 1346
114UW- LODGING 89�B--U TAXI x GRANT REIMBURSABLE
-$T5-06- MEALS PARKING YES NO
$589.00 REGISTRATION eeNwated AIRFARE X REQUIRED CERTIFICATION
MILEAGE/FUEL MISC/TOLLS YES NO
TOTAL FOR ALL: $ TOTAL: $ PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE I APPROVE THIS TRAVEL REQUEST
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
1.J�
DEPARTMENT HEAD MAYOR
DATE y c�,/D'! JH 6v1q'4e'6 DATE
K:\Shared Goodies\Forms\Travel Request Form January 2010
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April 15- 19, 2018 ( Charleston, SC
NATIONAL
PELRA . .
16
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Get The Lowdown
vi
On Labor Relations
In The Lowcounary .
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Melanie
National PELRA Presidenti
You'll want to join us this year for the National Public Employer Labor
Relations Association's(National PELRA)471h Annual Training Conference and
"Get the Lowdown on Labor Relations in the Lowcountry." For the first time,
we'll be in beautiful and historic Charleston,South Carolina.
The calm and relaxing atmosphere in Charleston will definitely help us
recharge for our day jobs! We know the stress of being tested is prevalent in
our profession,but so is being strengthened from a traumatic event. You'll
be riveted with our featured keynote speaker, Dave Sanderson,the last
passenger to exit"The Miracle on the Hudson"plane that landed on the
Hudson River. He offers interesting insights as to how people respond to
stress and how to find our capacity to find our inner strength. You'll learn that
we ourselves are also able to grow and be strengthened after going through a -
traumatic event equivalent of our own"personal plane crash."
National PELRA's Annual Training Conference Chair Mike Crotty of Illinois andilj
his marvelous committee,composed of: Lisa Baisley of New York(Vice-Chair), -.
Bethany Jorgenson of Montana,Joyce Roling of Wisconsin,Kurt Gustafson of ;
New York, Patty Hoppenstedt of Illinois, Patty Holden of Iowa,Linda Guyton
of Ohio,and Sean M.Robinson, National PELRA Executive Director,have
designed an invigorating program. Many of your favorite speakers will return, 5
including Bob Smith,describing"Collective Bargaining Trends;' Ken Weinstock
summarizing the year's notable(and sometimes wacky)legal decisions, Keith
Friede"Getting Real with Healthcare Reform",and Rachel Shaw walking us
through the when and how of ADA accommodations at her pre-conference
workshop.
It'll be tough to choose among the excellent,in-depth workshops,several ofli
which are from new presenters for us this year:"Affinity Economic Bargaining,"
with Javier Ramirez;"A Bad Day at the Office:Good Ways to Deliver Bad
News and Reviews,"with Melissa DeLay;a look at"Off Duty Misconduct-
Where Can I Draw the Line?"with Marc Fishel;"EEOC-the Year in Review:
Harassment, Discrimination and Retaliation,Oh My!"with Lisa Callaway; and
a"Labor Relations Boot Camp;'with Michael Bates and Susan Glover. Your
skills will be strengthened by the many,many breakout sessions. Resources
and products from top vendors will be available for you by connecting with
our sponsors and exhibitors.
From the moment you arrive,you'll feel Charleston's warm hospitality,steeped
in rich history with a fresh,new look,much like the National PELRA Team,
welcoming and supporting you,whether you are a seasoned professional or
just starting in the field of labor relations.
I invite you to take advantage of this exceptional opportunity to learn from
industry leaders in our field and to connect with colleagues and sponsors from
across the country. You are making a choice to be among the best!
I'm glad you're committed to your professional development and to the
National PELRA. Come and enjoy some Southern hospitality and I'll see you
in Charleston!
llwfa,,U. L�
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ESB
7:00am -4:00pm National PELRA'sAnnual Golf Tournament
Come join in a round of golf at the Wild Dunes in South Carolina and network with friends,colleagues,and
conference sponsors.Golf Digest says Wild Dunes Resort is among the"Best in State'for golf in South
Carolina.The newly renovated Links Course and Harbor Course were designed by Tom Fazio and challenge
players at every skill level.National PELRA Members compete for the National PELRA Cup while others
compete for other prizes. Included:transportation via bus from the hotel to the course,breakfast,green
and cart fees,tournament prizes,and lunch. (Separate registration is required.$100)
7:30am -4:00pm Academy 1: The Foundation of Labor Relations
This Academy gives participants resources to achieve a better understanding of the basic principles and
practices of labor relations.Through lively workshops and interactive exercises,participants sharpen
their knowledge.Participants will be given tools of the trade to assist them in preparing and organizing
for bargaining and also in enforcing and administering the collective bargaining agreement An overview
of comparative negotiating processes illustrates various approaches to bargaining and tips for success.
(Separate registration is required.$299 Members/$399 Non-Members)
12:00pm - 3:30pm Conference Check-in
If you arrive early,beat the Monday morning rush and stop by the Registration Desk to pick up your program
materials and your badge to enter Sunday night's Welcome Reception. Are you arriving later than 3:30pm?
You can pick up your registration materials at the First Timers'Reception or the Welcome Reception.
1:00pm -4:00pm Pre-Conference
ADA/ADAAA Compliance - Everything You Need to Do This Hard Stuff Right!
Rachel Shaw, Shaw HR Consulting/CA(Gold Sponsor)
Rachel Shaw is back by popular demand,and you won't want to find out Monday that you missed the best
training on the ADA your colleagues have ever attended!
Rachel is the expert on ADA Compliance and delivers a training like no other.Her high-energy,solutions-
focused trainings are sought after by companies all across the country because she brings real-life solutions
that actually work!Her training style is unexpected as she finds a way to make this topic entertaining and
interesting,while not losing sight that the goal is to provide employers with tools and resources to enhance
and improve their individual disability programs. During this 3-hour pre-session,Rachel will expertly guide
you through her trademarked disability interactive process protocol,"The Hallway".This step by step
protocol to ADA compliance will then be used as a foundation to tackle some of the most complex disability
matters facing public sector employers today—including psychological disabilities,claims of"my disability
made me do it"workers'compensation frequent flyers,and more.
You will leave feeling empowered,entertained and with tangible tools to enhance your organization's good
work.At no additional cost,all session attendees will receive workshop booklets and flash drives with a
dozen word version templates and sample documents.Rachel has also agreed to provide attendees with a
discount on her industry best-selling book,The Disabled Workforce:What the ADA Never Anticipated.
4:30pm - 5:30pm First Timers'Reception
First-Time conference attendees are encouraged to come to this popular welcome reception hosted by the
National PELRA Board of Directors,State PELRA Presidents,and past National Presidents.This event gets
the conference off to a great start and is an excellent opportunity to mix and mingle with fellow first-time
ATC attendees,as well as meet with key members of National PELRA who you'll enjoy spending time with
throughout the remainder of the conference.Enjoy a beverage and make a new friend(or several!)before
continuing an evening of networking.(Badge Required for Entry)
5:30pm - 7:00pm Welcome Reception
You come to the National PELRA ATC for education,information,and inspiration,but you leave with
a bunch of awesome new contacts too!We build in many opportunities for you to network with your
colleagues and fellow National PELRA members.Of course,if you've attended our ATC before(as many of
our attendees have),you'll be looking to catch up with old friends,as well as make some new ones.Join us
for food and celebration to officially kick off the 2018 ATC in style and enjoy the views of Charleston from
the rooftop of the Charleston Marriott.(Badge Required for Entry)
7:00am - 3:30pm Registration
7.00am -4:00pm Exhibit Area
7:30am - 8:20am Continental Breakfast(Badge Required for Entry)
8:20am - 9:00am President's Welcome
The Citadel Rifle Legion Drill Team
Melanie Ault, National PELRA President and Deputy Director,
Human Resources/Labor Relations Manager I Washington County, MN
9:00am - 10:15am Plenary Session
PI:In The World of Labor Relations to Everyday Life-
"if You Can't Do It,You Must Do It"
Dave Sanderson, Dave Sanderson Speaks/NC
When a bird strike hit US Airways Flight 1549,there was no choice for the crew but to ditch the plane
into the Hudson River.Sitting on the plane,in what many would consider to be the wrong place at the
wrong time,Dave Sanderson knew he was exactly where he was supposed to be.In what has become
known as"The Miracle on the Hudson;Dave shares the lessons of that day with audiences around
the world and shows you how through leadership,resourcefulness and managing your mind in a crisis, _A
anyone can step up and overcome their own"personal plane crash."
_10:35am - 11:50am Concurrent Sessions
Cl:Why is this so Hard? Addressing and Possibly Resolving Complex Grievances
Ron Kramer,Seyfarth Shaw, LLP/IL(Bronze Sponsor)
Complex grievances keep human resources managers up at night. Whether they are complex because
the potential monetary or managerial flexibility costs of losing are large,the facts are complicated,related
litigation is pending,or the issue is politically explosive,such grievances can be difficult to resolve and to
litigate. This session will address possible ways to limit the chances of ever seeing a complex grievance,
outside the box ideas to settle them if they do arise,and litigation strategies if your organization has no
choice but to arbitrate.
C2:What is Going on in Washington?
Neil Reichenberg, IPMA-HR/Washington DC
This session will provide an update on legislative,regulatory,and judicial issues impacting public sector
HR and labor relations.Topics to be covered include health care reform,FLSA overtime regulations,
public sector pensions,wellness,family leave,and sexual orientation discrimination.
C3: Negotiation Tips to Limit Hidden Costs in a Collective Bargaining Agreement
Ben Gehrt, Clark Baird Smith, LLP/IL(Diamond Sponsor)
Wages and insurance are obvious cost drivers with any collective bargaining agreement. While
negotiations often focus on these items,there are numerous other issues that can create hidden costs in
any collective bargaining agreement. A management-friendly bargaining agreement will include language
that lets you effectively manage overtime,reduce and prevent sick leave abuse,and avoid legacy costs
such as wage and benefit spikes at the end of an employee's career. This session will discuss some of the
hidden costs in collective bargaining agreements,and identify sample bargaining agreement language
that will help you reduce those costs.
C4: Mastering Tough FMLA Issues
Jason Ritchie, Ritchie Manning, LLP/MT
This session,will tackle some of the tougher FMLA issues such as joint employment,calculating tricky
intermittent leave,handling incomplete and late medical certifications,investigating leave abuse and
fraud,and identifying the boundaries of communicating with employees on FMLA leave and best
E�Rp practices for handling that communication.
C5:Building a Culture of Employee Engagement in Government
Bob Lavigna, CPS HR Consulting-Institute for Public Sector Employee Engagement/CA
(Silver Sponsor)
These are tough times for the public sector.Government is under pressure to maintain and improve
performance,while also doing more with less.
One response to this leadership challenge is to focus on employee engagement.Research has clearly
shown that improving employee engagement will drive higher levels of organizational performance,
including:
•Achieving strategic goals
• Retaining good employees
• Delivering responsive customer service
N ; • Developing innovative solutions
• Improving employee attendance
This session will be based on the speaker's book,Engaging Government Employees: Motivate and Inspire
Your People to Achieve Superior Performance(American Management Association),the first book on
improving engagement in government.
12:00pm -1:15pm Robin Hall Annual Awards Luncheon
Join your National PELRA colleagues and celebrate and congratulate the 2017 Award Winners at the
Robin Hall Memorial Annual Awards Luncheon.Lunch is open to all National PELRA registered attendees,
speakers and sponsors.(Badge Required for Entry)
1:30pm - 2:45pm Concurrent Sessions
C&Procedural Due Process in Investigations of Public Safety Employees
Douglas Duckett, Duckett Law Firm,LLC/OH(Bronze Sponsor)
The internal investigation of any y public employee can be fraught with issues of procedural due process
as well as simple tactical issues. Can an employee be compelled to answer your questions? What if L
there is a potential criminal issue as well? When and how should you use Garrity notices? What are an >.
employee's rights to be represented by a union representative or a lawyer--what can that representative `
do or not do? What role should administrative leave play? And how do you coordinate with a possible t
concurrent criminal investigation?
C7: Lessons Learned from the Boeing IAM Campaign
Mark Fava, Boeing /SC
In 2017,Boeing's North Charleston 787 manufacturing facility faced its second union petition in one of
the nation's first"Quickie Elections'under the new NLRB rules. In this section,Boeing South Carolina's
Chief Counsel,Mark C.Fava,will outline how the company and its team's response led to a significant
victory over the International Association of Machinists and Aerospace Workers(IAM)through a multi-
media,intense campaign.
C8: New Trends in the Unpredictable Healthcare Market
Daniel Maniaci, The Maniaci Group/CA(Emerald Sponsor)
Discussion will be centered around alternative and creative methods of controlling employee benefit
budget costs.New strategies of plan management including cooperatives and captives will be examined.
New medical cost control methods including Prescription Benefit Management(PBM), referenced based
pricing concepts, telemedicine implementation,claims analytic resources and proactive plan design
techniques will be addressed.
C9:Strategies for Successfully Negotiating Multiple Bargaining Agreements
Simultaneously
Brent Long, Pierce County/WA
Bargaining is hard enough when you are at the table with one group.It can be even harder when you
have multiple groups bargaining simultaneously.How you handle that is key! In this session,strategic
considerations will be discussed when bargaining multiple agreements.
•Who do you want settled first
• Do you need staggered terms of the agreements
• Impact of bargaining unit proposals on other bargaining units
• Ratification and Post Ratification necessities
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C10:A Deeper Dive into Predatory Behaviors:
from Stalkers to Howlers
Wayne Maxey, CPP, CTM Workplace Guardians/CA
This presentation will provide practical"how to"information needed to
manage threats and problematic behaviors in today's workplace.Real world
case studies illustrate why organizations can no longer take the"hope that it
doesn't happen here"approach.From policies and procedures to assessing
and managing problematic and threatening behaviors,attendees will learn
how an organization can be proactive in preventing workplace violence and
improving the"Quality of Life"in their workplaces.
3:05pm - 4:20pm Plenary Session
P2:Collective Bargaining Trends and Developments -
A National Perspective
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Robert Smith Jr., Clark Baird Smith, LLP/IL(Diamond Sponsor)
Bob Smith will review public sector collective bargaining and interest
arbitration developments and trends across the nation. He will reveal the
results of the annual National PELRA Collective Bargaining Survey,comment
on key issues facing today's public sector negotiator,and discuss various
approaches to addressing current challenges confronting public employers.
4:30pm - 5:30pm Reception for Sponsors
(Special Invitation)
6:00pm - 9:30pm National PELRA Networking
Reception at the Charleston Riverpogs Stadium
Join us Monday evening for an event that is sure to be hit out of the park.
- Conference attendees get the opportunity to reconnect or create new
i' friends at the ATC Networking Reception in the home of the Charleston
Riverpogs,Single-A baseball team,affiliated with the New York Yankees.
Take this opportunity to meet other colleagues and sponsors from across the
nation all while taking in a quality baseball game. All registered attendees,
including speakers and sponsors are welcome.
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These Public Negotiatiors Have Spoken
--- _ Much Smarter Bargaining: Modern Contract
MUC-ft IRTER Language for Today's Public Negotiator is a
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6:00am - 6:45am Yoga
Start your day off with an invigorating yoga session. Plan to attend and learn how yoga combines postures
(asanas),breathing(pranayama),meditation and a final relaxation(savasana)to bring you a sense of well-
being that lasts long after the class. You will be energized and ready for the rest of the day after attending
this session.
7.00am - 8:00am Continental Breakfast(Badge Required for Entry)
7:00am - 3:30pm Registration
7:00am -4:00pm Exhibit Area
8:00am - 9:15am Plenary Session
133:Generational Differences:Millennials at Work
Steve Bench, Generational Consulting/WI
Today's workplace is at a generational crossroads unlike any other time in our nation's history.As the Baby
Boomers ride off into the retirement sunset,Generation X is left to manage and empower a Millennial
generation raised with a new set of attitudes about their work-life balance.Steve tackles stereotypes and
builds understanding through a fun and humorous approach that will energize you and get people talking!
1
9:35am - 11:SOam Workshops
W1:The EEOC-The Year in Review: Harassment, Discrimination and
Retaliation,Oh My! ,
Lisa Callaway, Engler Callaway Boasten& Sroga, LLC/IL(Bronze Sponsor) \\
If you were expecting the EEOC to dial it back with a pro-employer President in the White House,you'll l
need to redouble your efforts! The Equal Employment Opportunity Commission is alive,well,and active. t \1
Attend this workshop to prepare your organization for the EEOC's enforcement initiatives and objectives.
We will discuss recent EEOC enforcement guidance on discrimination and retaliation,the 2017-2021
Strategic Enforcement Plan and significant cases to prepare participants to successfully defend their next
harassment/discrimination claim.
1
W2:A Bad Day at the Office:Good Ways to Deliver Bad News and
Manage Negative Reviews
Melissa DeLay, TruPerception/MN
Healthy workplace communication is vital to your success.To avoid the dangers of miscommunication,
attend this workshop and discover the techniques Melissa DeLay has used over the last 18 years to help
her private clients communicate with confidence and create the best possible outcome...even in the most
difficult situations,including:
• How to manage the every-day business-related crisis with ease
•The secret to crafting smart,influential messages on-the-Fly
• Precise methods for side stepping any kind of ambush
• Simple steps to boosting employee productivity
There will be an interactive discussion on word choice and a Q&A period on real-life challenges.
W3:Affinity Economic Bargaining:You Have to See It to Believe It!
H Javier Ramirez, Federal Mediation and Conciliation Service/Washington DC
The Federal Mediation and Conciliation Service is using its innovative"Affinity Economic Bargaining"
model to push parties to focus on a problem-solving approach to economic bargaining. Considering
neuroscience principles,FMCS moves participants from a spontaneous emotional mind-set to a problem-
solving state of mind. Using flip charts,post-it notes and other visual aids,the Affinity Economic
Bargaining Model actively engages parties to construct a zone of possible agreement. The FMCS will
E�pA discuss this new approach and explore its application to collective bargaining and beyond.
8
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W4:Off-Duty Misconduct-Where Can 1 Draw the Line?
Marc Fishel, Fishel Hass Kim Albrecht LLP/OH
This presentation will focus on off-duty conduct by public employees that can result in disciplinary action.
The focus will be on off-duty conduct through social media and an update on how the First Amendment
is implicated when discipline is being considered. The presentation will also include a discussion of
disciplining employees accused of criminal misconduct and include a review of practical and legal issues,
including Constitutional limitations and collective bargaining issues. . '
W5:Labor Relations Boot Camp
r Michael Bates,Bates Consulting/OK
Susan Glover, Robbins Schwartz/IL(Bronze Sponsor)
' 'f In this session,newer practitioners will be exposed to the fundamentals of labor law,including union
representation issues,unfair/improper practice cases,collective bargaining,dispute resolution,and
contract administration.The presenters will also review ideas for developing an effective management
negotiating team as you approach your first or successor contract negotiations.Among other topics
discussed will be:a bargaining teams composition,roles played by certain team members during
negotiations,"what if"proposals,employee rights and protections(Garrity,Weingarten,Loudermill,
Skelly),and preparations that should be made prior to the start of negotiations.
12:00pm - 1:00pm Lunch on Your Own
12:00pm - 1:00pm NeoGov Lunch (Platinum Sponsor)
If you don't want to go to lunch on your own,join our Platinum Sponsor NeoGov for an informative
session about the services they can provide to your agency.(There is no charge but you must RSVP to the
National PELRA ahead of time as seating is limited).
12:00pm - 1:00pm State Presidents'Lunch Meeting(Special Invitation)
1:15pm -2:30pm Concurrent Sessions
\ C11:Mastering Communications at the Bargaining Table
Rod Younker,Summit Low Group/WA(Bronze Sponsor)
Labor negotiations in the public sector test a range of communications skills,often in high-stakes
settings.Discussions with elected officials about parameters for bargaining and progress at the table
require an understanding and mastery of local politics.Communications at the bargaining table or in
j bargaining sidebars require preparation,poise and an appreciation/understanding of table dynamics,
bargaining strategy,and the psychology of deal making.Communications with managers and employees
both in anticipation of bargaining and during the bargaining process test listening skills,patience,and
judgment about when to speak and when to listen.This session will cover the full range of bargaining-
related communications and give attendees a play book to plan their communications strategy for
upcoming negotiations.
C12: Progressive Discipline and Dealing with the Problem Employee
` Brian Butcher& Mike Esposito,Clemans Nelson&Associates, Inc./OH
It is said that 95 percent of your human resource problems are caused by five percent of your staff. If left
unaddressed,they can cause disruption and morale issues in the workplace. This session will cover the
concept of progressive discipline and innovative techniques to deal with problem employees.
C13: Leading in Professions:"Can HR Professionals Tell Good Lawyers How
to Lead People Other than Witnesses?"
Dr. Benjamin Dean,The Citadel/SC
Influence is inherent to leading.Leadership influence in organizations and professions happens
through knowledge and power-the power of what we do,what we say,and what we write.Leaders
have power to help people adapt and solve complex problems,and to transform firms,professions,
and even people."Good"leadership by professionals depends on both how we influence others for
positive change and what outcomes we produce.So,what responsibility do leaders hold toward others
within our sphere of influence?Presented here is the crucial case for embracing a"development ethic:
applying power to building human capital and expanding capabilities.
C14:Technology Tools for Management:Issues with the Use of Body Cameras,
Cruiser Video and GPS
Ron Linville, BakerHostetler/OH(Bronze Sponsor)
New technology has provided management with a number of tools to monitor employee performance
and provide for a safer workplace. This session will outline the issues and concerns with the use of
Body Cameras,Cruiser Video and GPS. It will provide for the drafting and implementation of policies
regarding such new technology and the labor relations impact they create.
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CIS: Healthcare Issues in Collective Bargaining: Preparation and Alternatives
Christopher Goldsmith, The Segal Group/OH(Silver Sponsor) i
Health benefits are among the most challenging topics addressed in collective bargaining.Management
struggles with increasing costs and labor is very concerned about changing health benefits.This
advanced session on health benefits will be conducted by a consultant experienced in interest-based
bargaining and in traditional bargaining representing labor in some situations and management in
others.
2:30pm - 2:50pm Sponsors'Drawing(Must be present to win)
2:50pm - 4:05pm Plenary Session
P4: Proven Strategies to Address Excessive Use,Abuse and Misuse of Leave
Rachel Shaw,Shaw HR Consulting/CA(Gold Sponsor)
Leave use is one of the most frustrating issues for employers to manage.From FMLA(Friday,Monday
Leave Act)to persons who are legitimately too disabled to work full-time,it nearly feels hopeless
to combat the rising tide of leave use.In this session Rachel will skillfully,and humorously,walk
you through what you can do to reduce leave use across your organization.She will bring forward
strategies that work,provide you with tools you can throw on your stationery and start using
tomorrow,and give the hopeless,hope...(or at the least you will have the hope of receiving a coffee
gift card). Don't miss one of Rachel's most popular sessions where she shares leave management
strategies that really work.
6:30pm - 9:30pm Tuesday Night Celebration:A Night at the Aquarium -
Join your National PELRA colleagues for an evening on the shore of the Cooper River at the South
Carolina Aquarium. All ATC registrants will have the opportunity to attend a dinner reception being
surrounded by beautiful aquariums and the wildlife that surrounds South Carolina including an albino
alligator and bald eagle.(Registration required to receive a ticket.)
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6:00am - 7.00am Walk/Run
No matter what your speed is,we welcome you to wake up early and start the day off with a short
exploration of Charleston with your colleagues. Breathe in the morning air and return to the Conference
with a refreshed spirit and clear mind.
7:30am - 8:30am Continental Breakfast(Badge Required for Entry)
7:30am - 12:00pm Registration
8:30am - 9:00am National PELRA Business Meeting
9:00am - 10:15am PlenarySession
P5:Getting REALwith Healthcare Reform - No"What If"Just"What Is"
Keith Friede,Arthur J. Gallagher&Co./MN(Emerald Sponsor)
For several years,both popular and business media(and conference presenters!)have been publicly
reading the tea leaves on healthcare reform. Enough speculation! Since healthcare reform is likely to be
in constant flux going forward,our most important current stewardship responsibility as public sector
leaders is to focus on the present In this session we will concentrate exclusively on what is-specifically
what we know,and what we need to do-now. We'll discuss any new legislation that has actually been
passed(and signed),any new regulation that has actually been issued,and any meaningful&impactful
new litigation. We'll also review what existing legislation and regulation remain(and therefore what,
if any,legislation has been repealed and what,if any,regulation has been rescinded). Together,we'll
sort out the state of affairs as it stands at conference time,what it means in practical terms to our
organizations and our employees,and how it impacts our strategic decision-making. After the conference
we can all go back to monitoring speculation-and in fact,we'll be better able to assess future
possibilities with a clear,accurate,and authoritative understanding of current reality!
10:30am - 11:45am Concurrent Sessions --
C16:FLSA Update-Key Collective Bargaining Pitfalls
Art Hortinger, Renne Sloan Holtzman Sakai LLP/CA(Bronze Sponsor)
Wages and hours are core issues during bargaining.However,requirements imposed by federal law
present unique challenges,and it is unwise to treat these contract commitments casually.For example,
it is not permissible to negotiate the overtime rate when calculating overtime required under the FLSA.
Often agencies guarantee compensation at a higher rate than required by the FLSA,only to be sued later
for a technical violation.This program will address pitfalls,solutions,and tips to navigate this complicated
area.
C17:How the Arbitrator Rules-How Would You Rule?
JeffreyJacobs, Wilkerson& Hegna/MN
This discussion will cover how arbitrators process the evidence and how best to prepare and present it
to maximize your chances of winning. You cannot change the facts of your case but you can emphasize
those that help and explain or minimize those that don't. We will examine case scenarios to understand
what is important,what is not,and the arbitrator's thought processes. The session is intended to be
interactive with audience participation,and is led by an arbitrator with a nation-wide practice in both the
private and public sectors. i ti
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C18:Consolidation and Sharing of Services: Bargaining Issues and Strategies
James Hanks,Ahlers&Cooney, P.C./IA
Budget reductions and pressure for increased efficiency are driving public employers to consolidation
or sharing of services.This session will explore the trends for delivery of services,bargaining issues and
strategies for achieving agreement,and suggestions for success at the table.
C19:Transgender in the Workplace
Whitney Kummerow, Hancock Estabrook, LLP/NY
Issues relating to transgender employees have never been more relevant. Employers need strategies to
deal with this ever-evolving area of the law. This presentation will cover the legal requirements and best
practices for accommodating transgender employees,legal issues involving public accommodations and
offer practical advice to address potential conflicts.
C20:Employee Retention Strategies
Ron Holi field,Strategic Government Resources/TX(Silver Sponsor)
As the Boomer generation retires,there are not sufficient numbers of upcoming generations to fill all of
the available positions. As other organizations increasingly focus on luring away your best performers,
implementing effective strategies for retaining your best employees is more important than ever before.
This dynamic session will focus on specific strategies that will help you assess,develop,and retain your
best employees.
12:00pm - 1:00pm National PELRA Foundation Luncheon and Raffle
2017 has been a great year for the National PELRA Foundation and we want to share all that has
been accomplished with you. Enjoy a delightful meal and learn who will be the recipients of this year's
scholarship awards.There will be a raffle for Foundation contributors,with some amazing gifts donated
by the State PELRA's.Lunch is open to all National PELRA registered attendees,speakers,and sponsors.
(Badge Required for Entry)
1:15pm -2:30pm Concurrent Sessions
C21: Marijuana in the Workplace- Medicinal Accommodation, Pernicious Behavior,
- or Active Misconduct?You Decide
Phil Toomey, Carico Johnson Toomey LLP/CA
According to federal law,marijuana is a CSA Schedule 1 controlled substance. In July 2016,the United
States Department of Justice,Drug Enforcement Administration,determined marijuana had a high
potential for abuse,no currently acceptable medical use in treatment in the United States,and lacked
accepted safety for use under medical supervision. Nevertheless,many voters and legislatures(and
some municipalities,as well)have adopted laws that purport to"legalize'the use,possession,cultivation
and sale of marijuana. Some adopting states limit the use of marijuana to"medical"purposes, while
some states have purported to"legalize'recreational use.As more states and local governments
legitimize the use and possession of marijuana,the impact upon the workplace,employer's drug-free
policy,permissible drug testing policy for suspected influence,and reasonable accommodation or
disability anti-discrimination,becomes an almost daily issue.This presentation will provide a general
overview of the state of the law and the impact of the confused nature of federal versus state law.The
presentation will be geared towards individuals who have some familiarity with drug-free workplace
policies,permissible drug testing,reasonable accommodation for disability,and privacy issues impacting
public employees in the workplace.
C22:Hitting the Ground Running:Helping New Leaders and their Teams be
Effective Quickly
_ Stormy Brown, Kenai Peninsula Borough/AK
Organizations put significant effort into selecting the right leaders.Do they put the same level of energy
into ensuring those new leaders have the best path to effectiveness once in the role?Using New Leader
Assimilation exercises,HR professionals can help their organization make valuable gains by reducing the
time it takes a new leader and team to be effective together.This session will have participants out of
their chairs as we learn how to apply these practices in an interactive setting.
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C23:This is Jeopardy
Karen Morinelli, Ogletree Deakins/FL(Emerald Sponsor)
Let's play Jeopardy! The Labor Relations Game where we give you the answer and you come up with
the questions. This is a quick and entertaining way to enhance your Labor Relations knowledge and
keep you apprised of public sector labor relations issues.
C24:Charleston,We Have a Problem....Internal Investigations
Kyle Gulyo,von Briesen& Roper SC/WI
This program will focus on practical and legal issues that arise at an inception of the internal
investigation all the way through challenges posed to the investigation at the due process hearing phase
and how Labor Relations Managers can best prepare for these issues and avoid traps.
C25: Everything You Need to Know about Health Care Law as a Public Employer!
Bradley Howard, Brown& Fortunato, P.C./TX
Many public employers are perplexed by the multitude of federal and state health care laws. This
session will include a fast-paced overview of common health law issues faced by public employers
and some practical tips for resolving them. Some of the difficult issues public employers encounter
when dealing with employees,the public,and governmental investigators include: How to identify
and respond to HIPAA violations or data breaches? What are the best compliance plans to prevent the
most common violations of applicable health care laws including HIPAA? How are the most proactive
municipal employers addressing health insurance reform? What are the most common contract issues
between public employers and health insurers including ancillary service providers and how to avoid
„A them? This high energy presentation will cover many of the health law issues that public employers
must face every day.
2:45pm - 4:00pm PlenarySession
P6: Legal Update
Ken Weinstock, Koinen Escolera& McHale p.c./CT
Join one of our most popular speakers,Attorney Ken Weinstock,in a discussion of the critical decisions
that have come this past year from the courts and administrative agencies.Learn how public employers
have been affected by these decisions,and some practical solutions for implementing the new
standards.A"must-attend"session!
8:00am -4:00pm Academy Elective: Costing a Labor Contract
This Elective Academy focuses on the concepts and techniques for determining the value and cost
of employer and union proposals,and the terms of the contract settlement.This Academy will cover
techniques and approaches to costing,as well as provide you with the tools to be better prepared
at the bargaining table to successfully argue and negotiate your positions.Through the use of
interactive discussion and exercises,participants will explore alternative methodologies and identify
key financial components,including hidden and often overlooked elements of a labor agreement,in
order to accurately determine the actual total cost to your jurisdiction.Topics include common costing
definitions,types of data,1%of pay,demographics,total package costing,and resources available.
" Costing exercises focus on wages,including progression and steps,vacation and holidays,health
insurance,productive and non-productive hours,and tentative agreements.This academy is a must for
Labor Relations practitioners,HR staff,financial team and other support staff involved in costing out
proposals and collective bargaining agreements.(Separate registration is required.$299 Members/
$399 Non-Members) NIP-
9:00am - 11:00am Certified Labor Relations Professional(CLRP®) Exam '
The National PELRA has developed an alternative for those working towards earning their CLRP status!
The final step to the CLRP process will now include the option of taking a multiple choice exam.The
CLRP Test will be available to all participants that have completed Academy I,II,and III-Must be eligible
`Rp and have signed up in advance to take the test.
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City Clerk Use Only
Finance Committee
Approval Date �I I L j i >r+
City of Waterloo
Expenditure Pre-Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Bldg Maint Department to expend
$ 5,881.69 plus est. shipping costs of $ to pay for or purchase
This purchase or expenditure is being made because:
Purchase of a 10 ft conference table-, 10 swivel tilt chairs; 6 stacking chairs and a
4 door credenza for the 1 st floor Conference Room @ City Hall
Vendor selected for this purchase: Office Concepts
❑X Bids or written quotes were taken on this purchase, as follows:
Office Concepts - $ 5,881.69
Storey Kenworthy - $ 6,047.74
❑ Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
❑ General Fund F—I Road Use Tax ❑ Sewer 7 Sanitation
❑X Bonds ❑ Federal/other grants ❑ Other(specify)
This expenditure is to be coded to the following budget line-item:
417-22-8800-2152
(Fund - Department-Activity-Account Number) (Project Code)
in which the budgeted amount is $ /76r,CDO
and the current available balance is $
Respectfully submitted,
(Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date
K:\shared good ies\forms\Expe nd itu re Pre-Authorization.xls(Mar 2010)
City Clerk Use Only
Finance Committee
Approval Date L1 l./'8
City of Waterloo
Expenditure Pre-Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Police Department to expend
$ 6,360.00 plus est.shipping costs of $ 0.00 to pay for or purchase
Maintenance license renewal for (30) cradlepoints
This purchase or expenditure is being made because:
this purchase is a maintenance license agreement for the cradlepoints for the
computers in the squad cars
Vendor selected for this purchase: CDW-G
Bids or written quotes were taken on this purchase, as follows:
x Bids or quotes were not taken on this purchase because:
CDW-G has the state bid and is the provider that the Waterloo Police Department
purchased our cradlepoints from. This maintenance license renewal is an update
to our existing system.
Prior Committee Actions (Dates):
Please check the following box(es)as appropriate to describe the funding for this expense:
EX General Fund ❑ Road Use Tax ❑ Sewer ❑ Sanitation
❑ Bonds 0 Federallother grants ❑ Other(specify)
This expenditure is to be coded to the following budget line-item:
010-11-1105-1520
(Fund - Department-Activity-Account Number) (Project Code)
in which the budgeted amount is $
and the current available balance is $
Respectfully submitted,
(Signature De ead or Designee) Date (Signature Finance Dept. Review) Date
K:\shared goodies\forms\Expenditure Pre-Authorization(Mar 2010)
tyerc se ny
Finance Committee
Approval Date
City of Waterloo
Expenditure Pre-Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Sanitation Department to expend
$ 44,100.00 plus est. shipping costs of $ 4,838.08 to pay for or purchase
300 each of Large Garbage Carts, Medium Garbage Carts and Recycling/Yard Waste
Carts.
This purchase or expenditure is being made because:
Inventory of carts is very low. These carts have been ordered in the past and have
withstood better than any other carts the City has purchased.
Vendor selected for this purchase: Toter
FX Bids or written quotes were taken on this purchase, as follows:
Toter Statesville, NC $51.00 & $45.00
❑ Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
❑ General Fund Road use Tax ❑ Sewer ❑X Sanitation
❑ Bonds Federal/other grants ❑ Other(specify)
This expenditure is to be coded to the following budget line-item:
525-15-5400-1596
(Fund- Department-Activity-Account Number) (Project Code)
in which the budgeted amount is $ 120,000.00
and the current available balance is $ 62,212.11
Respectfully submitted,
i
I'AIII I I W A A-Ll 4 1 ILI LA e.
1L
Sigrfature Dept. He,,%,d or Designee) Mile (Signature Finance Dept. Review) Date
K:\shared good ies\forms\201 8-April-Pre-Auth-525-1 5-5400-1596-300 large,medium, recycling carts-FY18 budget-Toter-$44,100+
$4,838.08 SHAs(Mar 2010)
City CFerk Use Only
Finance Committee
Approval Date 4/' �I
City of Waterloo
Expenditure Pre-Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Street Department to expend
$ 1,197.00 plus est. shipping costs of $ 0.00 to pay for or purchase
1 - 5 ft. by 8 ft. flatbed Karavan Capacity Trailer
This purchase or expenditure is being made because:
Trailer to carry small equipment for repairing streets pouring concrete etc
Vendor selected for this purchase: Home Depot
FX Bids or written quotes were taken on this purchase, as follows:
Home Depot Waterloo, IA $1,197.00
Tractor Supply Co. Waterloo, IA $1,399.99
Menards Waterloo, IA No Bid
Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
❑ General Fund QX Road use Tax Sewer ❑ Sanitation
❑ Bonds ❑ Federal/other grants Other(specify)
This expenditure is to be coded to the following budget line-item:
266-19-7100-1555
(Fund - Department-Activity-Account Number) (Project Code)
in which the budgeted amount is $ 6,500.00 ✓
and the current available balance is $ 3,196.20
Respectfully submitted,
Signature Dept. HeInd or Designee) 17ate (Signature Finance Dept. Review) Date
KAshared goodies\forms\2018-April-Pre-Auth-266-19-7100-1555-Street-SX 8'Trailer-Home Depot-$1,197.00 SH.xls(Mar 2010)
City Clerk Use Only
Finance Committee
Approval Date 44
City of Waterloo
Expenditure Pre-Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Traffic Department to expend
$ 24,750.00 plus est. shipping costs of $ to pay for or purchase
Accusan Radar Detection for Wagner Rd. and Airline Hwy
This purchase or expenditure is being made because:
Radar Detection for signals being installed at Wagner Rd. and Airline Hwy. -to be
paid for by IDOT for 63 detour.
Vendor selected for this purchase: Traffic Control Corporation
FX Bids or written quotes were taken on this purchase, as follows:
Traffic Control Corporation Ankeny, IA $24,750.00
MidAmerican Signal, Inc. Kansas City, KS $32,567.00
Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
❑ General Fund ❑ Road Use Tax ❑ Sewer ❑ Sanitation
❑ Bonds ❑X Federal/other grants ❑ Other(specify)
This expenditure is to be coded to the following budget line-item:
290-17-
(Fund - Department-Activity-Account Number) (Project Code)
in which the budgeted amount is $ A101/&3
and the current available balance is $ /63
Respectfully submitted,
Signature Dept. H.ead or Designee) ate (Signature Finance Dept. Review) Date
K:\shared good ies\forms\201 8-April-Expend itu re Pre-Authorization-Traffic-Traffic Control Corp.-Accusan Radar Detection-DOT
Reimbursable-$24,750.00-290-17-.xis(Mar 2010)
City Clerk Use Only
Finance Committee 4
Approval Date /A'I1&
City of Waterloo
Expenditure Pre-Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Traffic Department to expend
$ 1,283.94 plus est. shipping costs of $ 0.00 to pay for or purchase
1 - NA8-310-A607-GV Millerbernd Pole
This purchase or expenditure is being made because:
Replace pole damaged in crash on Hwy 218.
(shipped with previous order of poles)
Vendor selected for this purchase: Crescent Electric
�X Bids or written quotes were taken on this purchase, as follows:
Crescent Electric Supply Co, Waterloo, IA $1,283.94
❑ Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
FGeneral Fund Road use Tax ❑ Sewer ❑ Sanitation
Bonds Federal/other grants ❑ Other(specify)
This expenditure is to be coded to the following budget line-item:
266-17-1720-1521
(Fund - Department-Activity-Account Number) (Project Code)
in which the budgeted amount is $ 28,800.00
and the current available balance is $ 10,118.04
Res ectfully submitted
(Si nature Dept. H or Designee) Date (Signature Finance Dept. Review) Date
Klshared goodies\forms\2018-April-Pre-Auth-266-17-7120-1521 -Traffic- 1 -Millerbernd Pole-Crescent Electric-$1,283.94 SH.xls(Mar
2010)
Budget Amendment Descriptions for 4/16/2018 Finance Committee Meeting Agenda:
1. Approve the project budget for the Wagner and Airline Traffic Signals project,funded with$40,163
in state funds, as submitted by Traffic Operations.
2. Please use this for project budget descriptions on Finance agenda. Do not need to include this cover
sheet in the Finance Committee packet.
PROJECT BUDGET WORKSHEET -ALL PROJECTS ^ _�
PAGE ONE
Project Name Wagner and Airline Traffic Signals
City Contract No. n/a
Project Manager Mohammad Elahi
Project Budget Total $ 40,163.00
t
1. How will this project be funded?
A. Federal Grant Yes 0 No Ox CFDA# % Paid by federal grant
Grant Name Grant Agreement Number
B. State Yes= No 0 % Paid by state 100%
Grant Name n/a TCD Permit Number 2018-07-63-3-2
C. City Match Source of Funding % Paid by City
D. Other Entities Yes 0 No Ox % Paid by other entity
Name
Done None
2. Attach copies of any grant agreements that will fund the project(REQUIRED) El F-1
Yes No
3. Does the project include the purchase of right of way or other real property? ❑ Q
If yes, will real property purchases be reimbursable under the grant? ❑ ❑
If yes, have you attached authorization to purchase real property to this document? ❑ ❑
4. Will this project include any non-participating expenses, such as:
A. Stormwater permit fees ❑ Fx
B. Publication, or printing costs El D
C. Others, list ❑ ❑
5. Does this project cover any regular full-time salaries or benefits? ❑ Q
If yes, employee/position to be covered.
6. Include a brief description of the project in the space below: (REQUIRED)
install actuated signals at Wagner-Airlind intersection.
Page 2 must be attached and signed.
K:\shared goodies\forms\Wagner Airline Project Budget Worksheet.xls\Page 1 All Projects (Mar 2010)
CONSTRUCTION PROJECT BUDGET WORKSHEET
PAGE TWO
City Clerk Use Only
Finance Committee
Approval Date
Project Name (from page one) Wagner and Airline Traffic Signals
Department No. project will be budgeted under
Activity No. project will be budgeted under `;
(Each column should only include amounts by fund)
Fund: _290_ Fund: Fund:
REVENUES:
/-7 ,1/ Total
3000 Cash on Hand $ _
3112 Local Option Sales Tax
3350 Federal Grant -40;983-60 40,163.00
3357 Shared Program -County _
3358 Shared Program -City _
3360 Shared Program -State _
3361 State Grant
3365 State RISE Grant
3368 EPA Grant
3377 EDA Grant
3720 Donations- Restricted
3750 Sale of Bonds
TOTALS $ 40,163.00 $ $ $ - $ 40,163.00
EXPENDITURES:
2103 Engineering & Consulting $ _
2125 Traffic Control Equipment 40,163.00 40,163.00
2140 Land Acquisition _
2144 Land Improvements _
2146 Demolitions _
2151 Building Construction
2156 Bikeway Construction -
2162 Storm Sewers _
2163 Sanitary Sewers _
2164 Sidewalks _
2165 Streets & Roadways _
2199 Non-participating Misc
TOTALS $ 40,163.00 $ - $ $ $ 40,163.00
*(Si*gnatureLDde`ptt.\4iead) Date 61 11 8
(Signature Finance Dept. Review) Date
K:\shared goodies\forms\Wagner Airline Project Budget Worksheet.xls\Page 2(Constr Proj) (Mar 2010)
C401
46iGWADOT
SMARTER I SIMPLER I CUSTOMER DRIVENW'Iowadot.gOV
800 Lincoln Way Ames, IA 50010
4/3/2018 Permit Number: 2018-07-63-3-2
Primary Highway: US 63 N
County: Black Hawk(07)
Expiration Date: 10/3/2019
Mohammad Elahi
625 Glenwood Street
Waterloo, IA 50703
Subject: Approval of TCD Permit
Dear Applicant,
This letter is notification that your request to place Traffic Control Devices on highway US 63 N has
been approved.
As the applicant of record, you are responsible for compliance with the terms and conditions set forth
in this permit.
Best regards,
Craig Wood
District 2 Traffic Technician
641-422-9472
craig.wood@iowadot.us
Enclosures
CJ10WA00T
SMARTER I SIMPLER I CUSTOMER DRIVEN www.!°wadot.gov
TRAFFIC CONTROL DEVICE PERMIT
Permit to install New Traffic Signal along DOT highway
Permit Number: 2018-07-63-3-2
Date of issue: 4!3!2018
Issued To: Mohammad Elahi
625 Glenwood Street
Waterloo IA, 50703
319-291-4440
TCD Type: New Traffic Signal
Operation Signalized with a full actuated traffic control. Signal Ahead signs will be installed on all
Description: approaches
This permit is void if not installed by: 10/3/2019
Approval is granted, subject to the conditions and/or restrictions set forth herein, for
the installation of the traffic control device at the location(s)decribed above.
Enclosures: Standard Terms and Conditions.
Attachments:Waterloo Signal TCD doc.pdf, Request Confirmation Email.pdf
CONDITIONS AND/OR RESTRICTIONS
The Iowa DOT will pay the City of Waterloo$40,163 for installation of traffic signals and all associated costs
to install signal at the intersection of Wager Rd and Airline Hwy. Airline Hwy is currently being used as a
Detour Route for construction on US 63 by the DOT. The City of Waterloo will accept ownership of the
signals, which will include installation and being responsible for any future maintenance or replacement of
signals.
TCD DETAIL
TCD IDescription City Icounty ISide IRoute I Ref Post I Offset
1 Full actuated Traffic Signal at Waterloo Black Hawk 1 21 0 0
intersection with Airline Hwy and
Wagner Rd
STANDARD TERMS AND CONDITIONS
The applicant understands that the traffic control device(s) must comply with the
requirements of the current Manual on Uniform Traffic Control Devices (MUTCD),
Iowa Department of Transportation. The applicant assumes responsibility for the
operation of the traffic control device(s). The applicant also assumes all costs for
electricity, maintenance, and replacement for the traffic control device(s).
PLEASE NOTE:
FOR TRAFFIC SIGNAL INSTALLATIONS: Please notify the Iowa
Department of Transportation, District Office one (1) week before the signal is
turned on.
FOR ALL OTHER TRAFFIC CONTROL DEVICES: Please notify the Iowa
Department of Transportation, District Office when they are installed and in
operation.
THE IOWA DEPARTMENT OF TRANSPORTATION RESERVES THE RIGHT TO:
1 . Require the removal of such traffic control device(s) upon thirty days' written
notice. Either lack of supervision, inadequate enforcement, unapproved
operation, or intolerable congestion shall be considered sufficient reason to
require removal.
2. Revoke and annul the issued permit if the installation is not in operation within
eighteen (18) months after the `Date of Issue'.
MICHELLE WEIDNER
From: MOHAMMAD ELAHI
Sent: Wednesday, April 04, 2018 12:59 PM
To: MICHELLE WEIDNER
Subject: Permit to install a Traffic Control Device (TCD)
Attachments: TCD Permit#2018-07-63-3-2.pdf,Wagner&Airline Project Budget Worksheet.xls
Follow Up Flag: Follow up
Flag Status: Flagged
Good Afternoon Michelle,
Airline Highway and Wagner Road need traffic signals to reduce the risk of accidents and make it easier for Wagner
traffic to enter or cross Airline. City applied for DOT permission to install signals and DOT has agreed. Since the increase
in traffic is caused by DOT detour we have negotiated so that they pay for it.We will install the signals and provide an
old control cabinet. It is not a grant so we don't have a typical grant agreement and there is no DOT project number but
there is a TCD permit number 2018-07-63-3-2. Can you help please?Could we pay for the signals from 290?We will
receive reimbursement from DOT once the signals are installed. I have attached a project worksheet with modifications
in dark blue on page 1 to make it pertinent.
Thanks
Mohammad Elahi
Traffic Engineer
City of Waterloo
625 Glenwood Street
Waterloo, Iowa 50703
Phone (319) 291-4440
Fax(319) 291-4094
Drive Safe Cedar Valley
"our lives are in your hands"
www.drivesafecv.org