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HomeMy WebLinkAbout2010-01-26 City Council Item No. 8CITY OF LADE LSINOR ,~DPEAM EXTREME REPORT TO CITY COUNCIL TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: ROBERT A. BRADY CITY MANAGER DATE: JANUARY 26, 2010 SUBJECT: CONSIDERATION OF A CITY VOLUNTEER POLICY Background Implementing a volunteer policy is recommended by the Joint Powers Insurance Authority (JPIA) as a result of a risk analysis conducted for the City in December. Staff has prepared the accompanying policy both in response to the JPIA and as a result of working with Mayor Pro Tern Bhutta on a program to increase volunteer involvement in the City. The volunteer policy serves as the foundation of existing volunteer efforts and new volunteer programs. Discussion During the past several months, Mayor Pro Tern Bhutta has worked with City staff on ways to expand volunteer usage on several fronts. A program proposal is being developed for presentation to the City Council next month. Mayor Pro Tern Bhutta's interest in expanding the use of volunteers and the timing of the JPIA's risk analysis were fortuitous in expediting the attached volunteer policy. The City uses community volunteers for a variety of services and programs that benefit citizens, the City and the volunteers. Volunteers are required to complete a liability waiver as a condition of service for the City. However, in order to assure that volunteers are protected from unforeseen risks, the JPIA recommended that the City develop and implement a formal volunteer policy. CC January 26, 2010 Item No. 8 Page 1 of 37 City Volunteer Policy January 26, 2010 Page 2 The volunteer policy incorporates eleven guiding principles, as shown below. Guiding Principles: 1. Policies and Procedures That policies and procedures are in place in all areas that directly or indirectly affect volunteers, their supervisors and those they serve. 2. Management Structures That the City provides adequate resources to support the effective management of volunteers in a variety of programs and work settings. 3. Administrative Systems That administrative systems are in place to ensure that the volunteer program operates efficiently and that the safety, privacy and rights of volunteers, paid staff and community members are not compromised. 4. Position Descriptions That volunteer assignments have clearly written position descriptions whenever practical. 5. Volunteer Recruitment and Selection That volunteers are recruited, interviewed and selected in a fair, open and equitable manner, so that volunteer selection reflects the diversity of our community. 6. Background Screening and Fingerprinting That background screening and fingerprinting are used as required under California law (California Public Resources Code Section 5164), for any potential volunteer who is 18 years of age and older, who may be assigned to a position having supervisory or disciplinary authority over any minor. 7. Orientation, Education and Training That volunteers are provided with orientation, education and training where necessary to meet the performance and skill requirements of the volunteer position. 8. Supervision and Monitoring That support, supervision and monitoring of volunteer activity appropriate to the range and level of volunteer involvement is provided. CC January 26, 2010 Item No. 8 Page 2 of 37 City Volunteer Policy January 26, 2010 Page 3 9. Program Evaluation That evaluations are used to align volunteer performance with program objectives, and that feedback is solicited from citizens, volunteers, paid staff and others in the community, as part of continuously improving the City's programs and services. 10. Recognition That formal and informal recognition for volunteer activity and involvement is provided, including certificates and awards, and that a formal recognition event at least annually is supported in the City budget, whenever feasible. 11.Volunteer Program Partnerships That the City acknowledges the value of partnerships and collaboration with community groups, the business sector and other stakeholders to further develop volunteer opportunities, promote volunteering and exercise the leadership needed to harness the power of volunteers within our community. Issues related to Minors At the previous City Council agenda review session, the volunteer policy was mentioned with regard to the Mayor's intern program and minors. The volunteer policy addresses use of minors, background screening (Live Scan) and fingerprinting according to State laws that require background screening and fingerprinting of persons over the age of 18 who will have contact with, or will be supervising minors. Under the volunteer policy, and in order to comply with State law, adult volunteers for youth programs, including City Council members that elect to participate in the Mayor's intern program, would be subject to background screening. Prior Live Scan screening by other agencies or employers would not be acceptable in lieu of a new Live Scan by the LEPD once the volunteer policy is implemented. Fiscal Impact The cost to provide fingerprinting and background screening of volunteers-a requirement for some, but not all, volunteer roles-represents the most significant cost to implement the volunteer policy. Live Scan screening is coordinated by the LEPD and is available to the City at a direct cost of $32 for basic screening. The Riverside County Sheriffs Department has waived their customary $10 administrative fee as an accommodation to the City. CC January 26, 2010 Item No. 8 Page 3 of 37 City Volunteer Policy January 26, 2010 Page 4 The cost of Live Scan screening is currently included in the Citizen Corps and individual Department budgets for FY 2009-2010, but additional volunteer screening would represent an unfunded cost. Developing forms and printed materials would be at a nominal cost because J&J (the City's in-house graphics department) can do the work, in lieu of outsourcing. Adoption of a volunteer policy is recommended by the JPIA in order to reduce the risk of liability claims and to better utilize volunteers. The cost of implementing this policy is modest when compared to the additional protections accorded to the City and the JPIA on behalf of the City. Recommendation Consider adoption of the volunteer policy and direct staff to develop implementation procedures. Prepared by: Mark E. Dennis -?2? 0- Information/Communications Manager Approved by: Robert A. Brady] City Manager yam'" CC January 26, 2010 Item No. 8 Page 4 of 37 CITY OF LADE SLSIIYOR E i DREAM CITY VOLUNTEER POLICY City of Lake Elsinore Jan. 26, 2010-N CC January 26, 2010 Item No. 8 Page 5 of 37 VOLUNTEER POLICY City of Lake Elsinore 1/26/2010-N Page 2 of 15 Introduction and Purpose ..............4 1. Scope ..............4 2. Definitions ..............4 A. Community Service Participants ..............4 B. Minors ..............4 C. Trainees ..............5 D. Volunteers ..............5 E. Youth Program Volunteers ..............5 3. Recruitment, Qualifications and Management of Volunteers ..............6 A. What Volunteers Can Expect from the City ..............6 B. Determining the Risk ..............6 C. Risk Management ..............6 D. Minors ..............7 E. Recruitment Process ..............7 F. Position (Job) Descriptions ..............7 G. Application Form ..............7 H. Waiver and Release Form and the Volunteer Protection Act of 1997 ..............8 1. Interviews ..............8 J. Reference Checks ..............8 K. Background Screening and Fingerprinting ..............8 L. TB Testing (if required) ..............9 M . Orientation ..............9 N. Supervision of the Volunteer ..............9 0. Evaluation of the Volunteer ..............9 4. Volunteer Rules and Regulations ............10 A. What the City Expects from Volunteers ............10 B. Accidents Involving Vehicles ............10 C. Alcohol ............10 D. Absences and Tardiness ............11 E. Attendance and Punctuality ............11 F. Communications Equipment ............11 CC January 26, 2010 Item No. 8 Page 6 of 37 VOLUNTEER POLICY City of Lake Elsinore 1/26/2010-N Page 3 of 15 G. Confidentiality .............................11 H. Customer Relations .............................11 1. Dress Policy .............................11 J. Driving Record and Insurance .............................12 K. Drug Free Workplace ............................12 L. Expense Reimbursement ............................12 M. Harassment ............................12 N. Personal Use of City Property ............................12 0. Record-Keeping and Reporting ............................12 P. Reporting Emergencies ............................13 Q. Safety ............................13 R. Security ............................13 S. Smoking ............................13 T. Software, Internet, E-mail Policy ............................13 U. Theft/Property Loss ............................13 V. Use of Tools by Volunteers ............................13 W. Dismissal ............................14 X. Ending Volunteer Service ............................14 5. Responsibility for Volunteer Program Review ............................14 Appe ndices ............................15 I. Checklist for Volunteer Program ............................15 ii. Adult Volunteer Application Form ............................15 iii. Youth Volunteer Application ............................15 iv. Parental Release Form ............................15 V. Volunteer Waiver and Release: No Workers' Compensation... 15 vi. Sample Job Description ............................15 vii. Volunteer Performance Review ............................15 viii . Tool Waiver and Release Form with List of approved hand tools and power equipment for use by volunteers ............................15 ix. Volunteer Incident Report Form (intentionally blank) ............................15 X. Volunteer Manual (intentionally blank) ............................15 xi. Volunteer Protection Act of 1997 ............................15 CC January 26, 2010 Item No. 8 Page 7 of 37 VOLUNTEER POLICY 1/26/2010-N City of Lake Elsinore Page 4 of 15 INTRODUCTION AND PURPOSE The City Council believes that volunteers are a key resource in the achievement of the City's vision of building a stronger, sustainable and healthy community for future generations. Volunteers contribute to the political, social, economic environmental and cultural well-being of the City by: a. Strengthening community cohesion, social wellbeing and trust; b. Expanding the ability of the City to respond to the needs of its citizens and provide a range of services and activities; c. Engaging the community in protecting the lake and local resources, improving the physical environment and support for environmental and lake-related issues; d. Encouraging understanding of, and acceptance of, diversity within our population; e. Demonstrating that one person can make a difference. Sound policies, procedures and processes are necessary to support volunteering along with protecting the safety and welfare of all concerned. Accordingly, the purpose of the City of Lake Elsinore Volunteer Policy is: a. To establish an administrative policy and procedures for promoting volunteerism and connecting volunteers with various service opportunities within the City of Lake Elsinore; b. To recognize and promote the substantial and ongoing contribution made by volunteers to the quality of life of our citizens; c. To help effectively engage volunteers to meet the City's mission, vision and values; d. As part of the City's commitment to volunteerism, this policy document establishes the expectations for a productive partnership. 1. SCOPE a. The volunteer policy applies to all City Departments; b. The volunteer policy is effective immediately upon adoption by the City Council; c. Existing department policies and procedures involving volunteers may augment, but are not a substitute for, this volunteer policy. 2. DEFINITIONS A. Community Service Participants Persons that are seeking to participate in City supervised activities for the purpose of satisfying community service hour requirements imposed by a court or school. B. Minors A person under 18 years of age. CC January 26, 2010 Item No. 8 Page 8 of 37 VOLUNTEER POLICY City of Lake Elsinore 1/26/2010-N Page 5 of 15 C. Trainees A person participating in City-supervised activities that substantially meet the following requirements: 1) The purpose of the participation is training; 2) The training is for the benefit of the trainee; 3) The trainee does not displace a regular City employee; 4) The City derives no immediate advantage from the activities of the trainee; 5) The trainee is not entitled to a job following completion of the training period; 6) The trainee understands that he/she is not entitled to wages for the time spent in training. D. Volunteers Persons volunteering time and services without any present or future expectation of remuneration other than meals, transportation, lodging, or reimbursement for incidental expenses. (See California Labor Code Section 3363.5). This is not an employment relationship and the volunteer is under no obligation to provide time or duties of resources, other than what he or she chooses to freely provide. City volunteers must be officially accepted and enrolled by the City of Lake Elsinore prior to undertaking any volunteer task. City volunteers include, but are not limited, to: 1) Volunteers who serve on committees or groups that area part of ongoing City-sponsored services and programs at City venues; 2) Volunteers who serve under the auspices of a City Department; 3) Sworn disaster service works under the auspices of the Lake Elsinore Citizen Corps. Exceptions: 1) Members of City Council appointed Commissions, such as the Planning Commission and the Public Safety Advisory Commission; 2) Members of not-for-profit and/or community based and faith-based organizations delivering services within the community under the auspices of their organizations; 3) Community Service Participants; 4) Trainees. E. Youth Program Volunteers Anyone who is likely to have access to minors and includes mentors, coaches, recreation leaders, instructors, teachers, teacher aides, helpers, or persons engaged in any capacity, which would allow them to have control or supervision over minors. CC January 26, 2010 Item No. 8 Page 9 of 37 VOLUNTEER POLICY City of Lake Elsinore Page 6 of 15 3. RECRUITMENT, QUALIFICATIONS AND MANAGEMENT OF VOLUNTEERS A. What Volunteers Can Expect from the City Volunteers are individuals who contribute time, energy and service to the City of Lake Elsinore, which the City acknowledges and supports as a valuable resource. Volunteers can expect the City to: 1) Provide a clear job description; 2) Provide orientation, training and supervision for the tasks assigned; 3) Provide appropriate workspace, including consideration for disabilities; 4) Provide necessary information about the workplace, agency mission and program goals needed to carry out assignments; 5) Treat volunteers with courtesy and respect; 6) Respect the value of a volunteer's time by providing work that best matches their interests, talents and skills; 7) Reimburse volunteers for agreed-upon out-of-pocket expenses; 8) Be receptive to suggestions and comments from any volunteer; 9) Respond promptly to any complaints that are brought to the attention of a supervisor or City staff; 10) Be treated as a valued member of the City's team. B. Determining the Risk 1) Before a volunteer position is created by the City, each volunteer position must be examined to determine its inherent level of risk. The determined level of risk will then dictate the appropriate mitigation steps required; 2) The supervisor(s) of any volunteer, the City's Risk Manager and Department Management share responsibility for minimizing any potential risks to the volunteer, the public, and the City. C. Risk Management 1) Risk management is intended to mitigate or limit safety risks involved in volunteer work and related tasks; 2) Before a volunteer begins service, the supervisor is responsible for informing the volunteer of safe work practices as required for all employees; 3) Any injury to the volunteer or losses to any third party which involve a volunteer must be reported and processed in accordance with existing City policies. The volunteer incident report form should be used for documenting injury or loss (see appendix CC January 26, 2010 Item No. 8 Page 10 of 37 VOLUNTEER POLICY 1/26/2010-N D. Minors City of Lake Elsinore Page 7 of 15 1) Persons under the age of 18 must obtain written consent from parent or legal guardian to volunteer; 2) The minimum age of a City volunteer is 14; 3) Volunteers between the ages of 14 and 15 must be accompanied by a parent or legal guardian, or other parent-authorized program or school representative during their service; 4) A volunteer over the age of 15 may provide service without the presence of parent or legal guardian; 5) Minors may work during non-school hours only, unless a written release giving the consent of their school or home school is obtained; 6) Minors are not to operate power tools, machinery or City vehicles; 7) Volunteers under the age of 18 will not be permitted to ride along with City employees in City vehicles without written permission from the parent or legal guardian and prior permission from the Department Director, under one of the following conditions: a. The City employee is the parent or legal guardian of the minor who is doing the ride along; b. At least two City employees will be in the vehicle at the same time during the ride along. E. Recruitment Process 1) The volunteer recruitment process is intended to be open, to allow equal access to volunteer opportunities and to reflect the diversity of the City of Lake Elsinore; 2) Volunteers must meet the qualifications established for the position and must be able to perform the specified duties. F. Position (Job) Descriptions 1) Every assignment or activity for which volunteers are used must have a written job description, which will provide both staff and volunteers with a clear explanation of the project scope, start and end date and follow up as needed; 2) Ajob description should include a description of the duties, skills, requirements and physical abilities needed to perform the job, as well as a description of working conditions for the job (e.g., working outdoors or indoors, working days or nights, etc.). G. Application Form 1) An application form is a screening tool that each potential volunteer must complete. Some departments may have an application form specific to the unique requirements of a volunteer position; however, a universal volunteer application form must be completed and kept on file in the Human Resources Department; 2) All volunteers under the age of 18 must have written parental consent. Volunteers between 14 and 18 years of age must have their parent or legal guardian complete and CC January 26, 2010 Item No. 8 Page 11 of 37 VOLUNTEER POLICY 1/26/2010-N City of Lake Elsinore Page 8 of 15 sign the parental information section of the application form before a minor can participate in a City volunteer program. H. Waiver and Release Form and the Volunteer Protection Act of 1997 1) The City of Lake Elsinore currently has not adopted a resolution providing workers' compensation to volunteers. Therefore, all City volunteers must sign the 'Volunteer Program Waiver and Release' form prior to starting a volunteer assignment; 2) The signed Volunteer Waiver form must be kept on file with the Human Resource/Risk Management Department Manager; 3) City volunteers are protected under Public Law 105-19; the Volunteer Protection Act of 1997 as signed into law by President Clinton on June 18, 1997. The purpose of this law is to reform laws to provide certain protections from liability abuses related to volunteers serving nonprofit organizations and governmental entities. 1. Interviews 1) All persons applying for volunteer positions will be interviewed; 2) The interview will offer the prospective volunteer the opportunity to learn about the volunteer positions and will help determine the qualifications, ability and suitability of the individual to perform work on behalf of the City; 3) For some positions, depending on the level of risk, more than one interview may be required; 4) In considering staff for any volunteer position, note that the Federal Labor Standards Act (FLSA) prohibits employees from volunteering to do the same activities that they are normally paid to perform. Staff may, free of coercion, volunteer to carry out activities not significantly related to their paid positions and may do so only outside of their usual paid hours. J. Reference Checks 1) Volunteers may be required to provide personal references upon request, with the expectation that references may be used to help determine the suitability of an applicant for the position; 2) For any volunteer who will be interacting with minors, references must be checked. K. Background Screening and Fingerprinting 1) By State law, some positions involving interaction with minors require volunteers to submit to a police background check and fingerprinting, which will be arranged through the Lake Elsinore Police Department and coordinated with the Human Resources Department. Certain volunteer positions may be unsuited for an applicant depending on the results of a police background check; 2) The City of Lake Elsinore may also require fingerprinting and a background check (Live Scan) for volunteer positions involving cash handling, confidential information, or others; CC January 26, 2010 Item No. 8 Page 12 of 37 VOLUNTEER POLICY 1/26/2010-N City of Lake Elsinore Page 9 of 15 3) In certain cases, a potential volunteer may be denied or referred to a more suitable placement, as warranted. L. TB Testing (if required) 1) As determined by the City's Human Resource Manager, some volunteer positions may be required to meet the same health requirement under California Public Resources Code 5163, which requires that City and County recreational employees in a position requiring contact with children, or food service, to have on file with the City or County a certificate showing that within the past two years the person has been examined and has been found to be free of communicable tuberculosis; 2) For persons with a positive TB skin test reading, a physician's medical clearance must be obtained prior to services being provided as specified above. M. Orientation 1) All volunteers must be given proper orientation to the position to which they are assigned before commencing their work assignment. An orientation can be provided either by staff or another volunteer; 2) It is the supervisor's responsibility to ensure the orientation is carried out. N. Supervision of the Volunteer 1) Supervision, including regular contact with participants or one-on-one interaction on a continual basis, is essential for guiding volunteers and to ensure success in their performance; 2) Each volunteer will have an on-site contact and is expected to follow the procedures and instructions by their staff supervisor. The job description identifies a supervisor and related job duties. The supervisor will be responsible for day-to-day management and guidance. The supervisor will provide periodic feedback and encouragement; 3) The supervisor is the first in the chain of command for any questions about assignments, scheduling, injury and accident reporting, and conflict resolution. 0. Evaluation of the Volunteer 1) Evaluating a volunteer's performance is the responsibility of the immediate supervisor, 2) Evaluations should be scheduled and conducted by the supervisor in a constructive manner. In addition to aiding the volunteer to succeed, the evaluation should also assess the program objectives in relation to a volunteer's performance, to identify opportunities for improving program participation and the volunteer experience; 3) Periodic oral evaluations for all volunteers will be made to help determine if the volunteer is satisfied or comfortable with the job duties that have been given, and to manage job performance through the appropriate level of supervision or instruction; 4) Volunteers should be encouraged and given the opportunity to make comments and suggestions on assignment improvements, as well as a self assessment of performance; CC January 26, 2010 Item No. 8 Page 13 of 37 VOLUNTEER POLICY City of Lake Elsinore 1/26/2010-N Page 10 of 15 5) It is a supervisor's responsibility to complete the Volunteer Evaluation Form, which serves as a tool to document performance and to ensure consistency in the performance assessment process. Copies of this form are to be kept on file with the Human Resource Manager; 6) All written evaluations should be signed, dated and kept on file for reference. 4. VOLUNTEER RULES AND REGULATIONS A. What the City Expects from Volunteers Volunteers who make a commitment to the City are accountable to their City supervisor(s), co- workers and the people they serve. The City of Lake Elsinore expects volunteers to: 1) Read and follow the City's volunteer policy; 2) Learn their responsibilities and duties and perform them to the best of their ability; 3) Report to duty on time and as scheduled; 4) Keep confidential or sensitive information confidential; 5) Accept the supervisor's authority and communicate effectively with the supervisor; 6) Work cooperatively with fellow volunteers, City employees and others; 7) Practice safety at all times; 8) Immediately report all on-the-job accidents/injuries and unsafe procedures, conditions or procedures to the supervisor; 9) Use good personal hygiene and grooming habits, as well appropriate dress, for volunteer work assignments; 10) Provide adequate notice before terminating the volunteer relationship; 11) Return all City property in a timely fashion; 12) Share ideas and suggestions with City staff as part of the planning and/or program evaluation process. B. Accidents Involving Vehicles Volunteers are not authorized to operate City vehicles. In the event of an accident involving a volunteer's own vehicle, immediately contact the Lake Elsinore Police Department. The volunteer should also notify the supervisor, who will be able to assist with further documentation requirements, including filing an accident report with the Human Resources/Risk Manager. C. Alcohol Volunteers may not consume or possess alcoholic beverages on any City premises or while conducting any City business. Volunteers who violate this policy are subject to immediate dismissal. CC January 26, 2010 Item No. 8 Page 14 of 37 VOLUNTEER POLICY 1/26/2010-N D. Absences and Tardiness City of Lake Elsinore Page 11 of 15 Unexcused absences and tardiness may lead to dismissal. The supervisor should be notified about any absence in a timely manner. Arriving on time is expected of volunteers just as it is for City employees. E. Attendance and Punctuality Volunteers are expected to always be prompt and on time in reporting for their assignment. Being late is discourteous to others. When unforeseen circumstances arise, it is up to the volunteer to notify their supervisor about being late or to give advance notice of the need to be excused. Failure to appear or to notify a supervisor about missing a shift may result in dismissal from the volunteer program. F. Communications Equipment 1) Telephone a. Volunteers may use City telephones for authorized business, but are prohibited from calling from City phones for personal use. 2) Radios a. Two way radios may be provided by the City for event management, Citizen Corps/CERT training and emergency functions. Such equipment is for authorized City uses only and is to be returned to the City promptly, or as directed. b. Lost, stolen or damaged communications equipment is to be reported to the supervisor immediately. G. Confidentiality Private, sensitive or confidential information discussed or handled within the course of a volunteer assignment must be kept strictly confidential. Volunteers are required to uphold this policy. Private, sensitive or confidential information is not to be shared. Any questions about what information is appropriate to release or discuss should be communicated between the volunteer and their immediate supervisor. H. Customer Relations A volunteer is also a City ambassador, and should conduct City business with staff and the public in a customer-friendly manner. 1. Dress Policy Volunteers are expected to dress and groom in accordance with accepted business standards as defined in the City's dress code, particularly if theirjob involves dealing with the public. Volunteer attire must be clean and non-offensive and not interfere with personal safety in the work environment. CC January 26, 2010 Item No. 8 Page 15 of 37 VOLUNTEER POLICY 1/26/2010-N City of Lake Elsinore Page 12 of 15 J. Driving Record and Insurance 1) Volunteers whose service requires operation of a motor vehicle must maintain a valid driver's license and proof of insurance. Any change in either must be reported to the supervisor immediately. 2) Automobile insurance follows the automobile. If driving one's own vehicle, even while on City business, the volunteer's insurance will be applicable on a primary basis per the California Vehicle Code, CVC 17152. 3) Liability insurance is provided to a City volunteer under the City's general liability policy, so long as the volunteer is acting within the scope and course of assigned duties. K. Drug Free Workplace Any volunteer who uses, brings, possesses or is suspected of being under the influence of any form of narcotic, drug, or hallucinogen, except prescribed drugs and under the direction of a physician, is subject to immediate dismissal. In addition, any volunteer who transfers, sells or attempts to sell drugs on City property or while on City business, at any time, is subject to immediate dismissal. L. Expense Reimbursement Pre-approved out-of-pocket expenses may be reimbursed by submitting a request for reimbursement form to the supervisor for approval. The reimbursement request must be accompanied by a receipt for purchase or invoice. Reimbursement requests are subject to petty cash limits, which may require the supervisor to process a check request according to the City's purchasing procedures. M. Harassment All City workers have a right to work in an environment free from all forms of discrimination and conduct which can be considered harassing, coercive or disruptive. Consistent with the City's respect for the rights and dignity of each employee and volunteer, harassment based on race, color, religion, sex, national origin, age, disability, sexual orientation or any characteristic protected by law, will not be sanctioned or tolerated. N. Personal Use of City Property Personal use of City property by City volunteers is not allowed and may result in dismissal. Personal use includes, but is not limited to, borrowing power tools, hand tools, equipment, supplies, City vehicles, trailers, generators and unauthorized duplication of City keys. 0. Record-Keeping and Reporting Accurate records of time and attendance must be kept for all volunteers. A sign in log, timesheet, or other form may be used for tracking volunteer participation for statistical or other reporting needs. CC January 26, 2010 Item No. 8 Page 16 of 37 VOLUNTEER POLICY City of Lake Elsinore 1/26/2010-N Page 13 of 15 P. Reporting Emergencies In the case of a medical emergency, accident, or injury, report it immediately. The Supervisor is responsible for completing any related forms and reports required by the Human Resources/Risk Manager. Q. Safety Safety is everyone's job. Volunteers are to be trained to be alert at all times to safety precautions and hazards. Unsafe conditions should be reported to a supervisor at once. R. Security 1) Volunteers are to become familiar with the security provisions of their assigned work areas. As necessary, volunteers will be provided with security permissions related to their work areas, to facilitate ease of entry and access. 2) Volunteers are responsible for the security of their personal belongings and vehicles while working for the City. S. Smoking Smoking is prohibited in all City facilities, including City vehicles. Volunteers and employees who wish to smoke may do so outside a City facility in designated smoking areas. T. Software, Internet, E-mail Policy 1) The City requires computer-using volunteers to read and sign a copy of the City's Software, Internet and E-mail Policy, and to adhere to this policy; 2) Volunteers acknowledge that all computers, software and computer information or data is City property, therefore, those who use City computers cannot assume any right to privacy in such use; 3) Volunteers are prohibited from unauthorized copying of software from City Computers, or downloading or installing software of any kind onto City computers; 4) Volunteers must adhere to the City's policy governing appropriate use of the Internet; 5) Volunteers acknowledge that use of City e-mail is a public record and that there should be no expectation of privacy in such use. U. Theft/Property Loss Theft of any kind will not be tolerated and is grounds for dismissal. Removal of City property for personal use is considered to be unauthorized use or the taking of City property. The crime of theft is subject to prosecution. V. Use of Tools by Volunteers 1) In general, subject to approval of City staff, volunteers may use office equipment, recreational equipment and supplies, unpowered hand tools provided by staff and, with proper training and permission, some power equipment in the completion of the designated project or service; CC January 26, 2010 Item No. 8 Page 17 of 37 VOLUNTEER POLICY City of Lake Elsinore 1/26/2010-N Page 14 of 15 2) The City will create a 'List of approved hand tools and power equipment for volunteer use' in coordination with the City's Human Resources/Risk Management Department; 3) No volunteer underage 18 is permitted to use power equipment requiring additional training; 4) From time to time, it may be beneficial for volunteers to use their own tools and equipment to complete a project. Volunteers assume full responsibility for use of their tools or equipment, specifically the potential wear and tear. The volunteer must sign a release form ensuring the City is not liable for damage, replacement or maintenance of privately-owned tools and equipment. Only those tools that are identified on the 'List of approved hand tools and power equipment for volunteer use' will be permitted. W. Dismissal Volunteers who do not adhere to the rules, policies and regulations of the City, or fail to perform their assignments satisfactorily, are subject to dismissal. A volunteer may be dismissed at any time. The City reserves the right to request that a volunteer leave immediately if circumstances warrant such action. X. Ending Volunteer Service Giving notice at least two weeks before the anticipated separation date is a courtesy that allows the City sufficient time to make other volunteer arrangements for coverage. 5. RESPONSIBILITY FOR VOLUNTEER PROGRAM REVIEW Reviewing the Volunteer policy and associated administrative procedures is the responsibility of the Human Resources Manager. The program is to be evaluated annually, or as often as is required. CC January 26, 2010 Item No. 8 Page 18 of 37 VOLUNTEER POLICY City of Lake Elsinore 1/26/2010-N Page 15 of 15 APPENDICES L Checklist for Volunteer Program ii. Adult Volunteer Application Form iii. Youth Volunteer Application iv. Parental Release Form V. Volunteer Waiver and Release: No Workers' Compensation vi. Sample Job Description vii. Volunteer Performance Review viii. Tool Waiver and Release Form with List of approved hand tools and power equipment for use by volunteers ix. Volunteer Incident Report Form (intentionally blank) X. Volunteer Manual (intentionally blank) A. Volunteer Protection Act of 1997 CC January 26, 2010 Item No. 8 Page 19 of 37 APPENDIX i CITY OF LADE LSIIYOKE DREAM E?(TREME CHECKLIST FOR VOLUNTEER PROGRAM r r r r r r. r r r y } Y' bi►'fE ; DATE,` DATE y D'A.TE DATE x DACE > i GYtj , Fad n~xY Q vF} Arv4. ~~r'irY 1 Print Form CC January 26, 2010 Item No. 8 Page 20 of 37 APPENDIX ii ADULT VOLUNTEER APPLICATION CITY OF inn LADE LSII`IOP,,,,E DREAM EXTREME CITY OF LAKE ELSINORE 130 SOUTH MAIN STREET LAKE ELSINORE, CALIFORNIA 92530 TELEPHONE (951) 674- 3124 Thank you for your interest in Lake Elsinore's Volunteer Program! This application is intended for volunteers ages 18 and older. If you are under age 18, please fill out the Youth Volunteer Application. Before filing out this application, please read the following: 1. The City of Lake Elsinore is unable to accept court ordered volunteers. If you are trying to fulfill court mandated hours, please visit http://www.vcrivco.org/alternative_sentencing.htmi, call (951) 329-4709), or send an email to inform@vcrivco.org. 2. Prior to be becoming an active volunteer, you must complete and turn in the following two items: 1) Adult Volunteer Application (this form) and 2) Waiver and Release. These forms can all be obtained from www.lake-elsinore.org or from the above address. 3. Once both forms have been completely filled-out, please mail or hand-deliver them to the Human Resources department located at the above address. If you have any questions, please do not hesitate to contact Human Resources at 951-674-3124 ext. 231 or atjboren@lake-elsinore.org. 4. All adult volunteers must be fingerprinted and cleared by the Lake Elsinore Sheriff Deparment before beginning volunteer service. You will be given a fingerprinting form once your Volunteer Application and Waiver are reviewed. LI)STNAME FIRST NAME: MI; PHONE NUMBER ALTERNATE NUMBER - .v v x..a w.. r. r.., v .n ..u. e ...v t EIVIAILADDRESS Wkk) T)1EBESTWAY Tbt~OfSTACTYUUJ s , F-Phone At which number: f Email HOMFADbRES$ ~reetani] nwnber) l° Ir a ~~~tt Eire F l.*k52 ! i }x.~~ s w a x -St x'v',..,. .ys; z 2r%w Rftl q r/ e HO DIDWOU HEAR ABOUT USA ~ ~t plat-01i r U~ 81(EAt OLDER? u ~ , y ~ . . r,.~.u . Yes ( No **If no, please fill-out the Youth Application. WHAT ^ x , 4 r b k a' " U1 d ra ' t y. d~-c t t S { STYQU . f M' N,, If lease t ec =alllk a p)y , s VOLUNT E OPPORTUNI ES INTERE o , Y F_ Event Planning Lake/Beach Clean-up F- Landscape / Maintenance (le: weed abatement, graffiti clean-up) r Mechanics F_ Officework(ie: filing,typing) F- Sports (general) Working with children F- Working with elderly PLEj►SE LIST YO~1R SKILlS AND EXPEft1ENCE AS THEYERTAI05T}~E'pRE/►(Sy OF INTEf3TST~kBOVE" ° ` ' ~L~~XE .L .v _ _ ..w...Cn=. a . c.c. January LO, cu i u item rvo. a Page 21 of 37 CITY OF LAKE ELSINORE - Adult Volunteer Application PAGE2 DAYS AND HOURS AVAILABLE y0U 9RE AVAILABLE TO VOhLINTEER Sun: Mon: Tues: Wed: Thurs: Fri: Sat: f <Fi RE~N~YyMED~CAIt/,P SfSCAI."CO~!IDITIONINHICH~WO~ULD~IMITYO,URABIrLITY}TOPERFORMESSENTIALFU,NCa'IONSOF~TH~EA P094TON~FOR HIC A~2 f~~ING~ x ,"~s•, p ar .-a ,.,.r ~>~.:,~.n..,..~-,.a~?.r..,_... .:x .,a No ( Yes r *~y'.y "Fw Iti xw r v- t ,x Y;"s z~r,.`£ > )rt~^ ffi d , >S~S 7 s rr > ~ HAVE, OUEVERBEEN~CONVICTEDOF"ANYFELONYORMISDEMEANOR tflTHE T`ANJUVENILECONVIC~T~ONS)UNDERYOUR PRESENT OR P7\ST NAMI PLEASE INCLUDE ANY COf~Y1CTIONS 7 o~1'~„rGED ORAL6bB~Y F~CIIt~ r C No C-' Yes IFY,ES,PLEASE'ANSWERTHEFOLLOWINGa U When: Where: Outcome: { Contact #1 Name: Relationship to you: Phone: Alternate Phone: Contact #2 Name: Relationship to you: Phone: Alternate Phone: I certify that the answers given by me to the foregoing questions and statements are true and correct without consequential omissions of any kind whatsoever. I understand that false statements in my application subjects me to disqualification. I understand that before performing duties as a volunteer for the City of Lake Elsinore, all necessary forms and documents must be completed and turned into the Human Resources department for review. I also understand that I must be fingerprinted and cleared by the Lake Elsinore Sheriff Station before beginning my volunteer service. Applicant's Signature: Applicant's Printed Name: Date: CC January 26, 2010 Item No. 8 Page 22 of 37 APPENDIX iii YOUTH VOLUNTEER APPLICATION CITY OF ^ LADE LSII`IOKE DREAM EXTREME CITY OF LAKE ELSINORE 130 SOUTH MAIN STREET LAKE ELSINORE, CALIFORNIA 92530 TELEPHONE (951) 674 - 3124 Thank you for your interest in Lake Elsinore's Volunteer Program! This application is intended for volunteers ages 14 -17. If you are 18 and over, please fill out the Adult Volunteer Application. Before filing out this application, please read the following: The City of Lake Elsinore is unable to accept court ordered volunteers. If you are trying to fulfill court mandated hours, please visit http://www.vcrivco.org/alternative_sentencing.htmi, call (951) 329-4709), or send an email to inform@vcrivco.org. 2. Prior to be becoming an active volunteer, you must complete and turn in the following four items: 1) Youth Volunteer Application (this form), 2) Waiver and Release, 3) Parental Release, and 4) Work Permit. The first three forms can all be obtained from www.lake-elsinore.org or from the above address. The fourth form can be obtained from your school. If you are interested in viewing California's Child Labor Laws, you may visit www.lake-elsinore.org for a downloaded copy. Page 23 of 37 Once all forms have been completely filled-out, please mail or hand-deliver them to the Human Resources department located at the address above. If you have any questions, please do not hesitate to contact Human Resources at 951-674-3124 ext. 231 or atjboren@lake-elsinore.org. CITY OF LAKE ELSINORE -Youth Volunteer Application PAGE 2 DADS AND HOURS AVAILABLE YOU ARE AVAILABLE TO VQLUNTE~R uiu a'' y Sun: Mon: Tues: Wed: Thurs: Fri: Sat: ISTHEREANY,MEDICAL/PHYSICALCONDITIONWHICH'WO{1LD LIIflI1TY0URABILITYTOPER(O E SENTIA F NCTIQNSOPTHI POSITION FOR WHICH YOU ARE APPLYING No ( Yes If ycs, please explain HANY~rCAVEYQWEVE~"EE~~ON 'NYrFELO~IYOR~14jtS MEANORVNDER ~ SE TOlti~ `STdNAII~E?~ LEAS INC*I~UDE~ w 5'N..a,>r s a E° x-ka{v3v a 3''a ' c.r»Ur,~ N2 vn e„ ,x.!w No C Yes £ .?}S}5° „~n -yqy;,' .u rJ x W. 'x r: ~l X rn u u 5u x v f IF YES, PLEASE ~IVS~IER O 40111/1NG r~ , A, hA t i t. ` y i. ..rw C„xw.:Yta...re~' When: Where: Outcome: ME`GCY CONT'ATSik ~.~r_ x . Contact #1 Name: Relationship to you: Phone: Alternate Phone: Contact #2 Name: Relationship to you: Phone: Alternate Phone: I certify that the answers given by me to the foregoing questions and statements are true and correct without consequential omissions of any kind whatsoever. I understand that false statements in my application subjects me to disqualification. I understand that before performing duties as a volunteer for the City of Lake Elsinore, all necessary forms and documents must be completed and turned into the Human Resources department for review. Applicant's Signature: Date: Applicant's Printed Name: Parent's Signature: Parent's Printed Name: CC January 26, 2010 Item No. 8 Page 24 of 37 APPENDIX iv PARENTAL RELEASE FORM CITY OF LADE LS1110 RE DREAM EXTREME CITY OF LAKE ELSINORE 130 SOUTH MAIN STREET LAKE ELSINORE, CALIFORNIA 92530 TELEPHONE (951) 674 - 3124 This form is intended for volunteers ages 14 -17. Please have your parent or guardian complete this form and turn in along with your volunteer application. If you are 18 and over, you do not need to fill-out this form. I hereby give permission for my child to serve as a volunteer for the City of Lake Elsinore. In the event of an emergency during the duration of performing volunteer activities, I hereby give consent to a licensed physician to hospitalize, secure proper treatment, anesthesia and/or surgery for my child named above. I understand I am responsible for his/her own medical insurance and will not hold the City of Lake Elsinore liable for any injury or damage to my child while engaged in volunteer activities. Parent/Guardian Signature: Date: Parent/Guardian Printed Name: F- Phone I- Email number: No Yes Please list: ( No Yes Please list: Volunteer's Signature: Date: CC January 26, 2010 Item No. 8 Page 25 of 37 APPENDIX v VOLUNTEER WAIVER AND RELEASE CITY OF ins LADE LSIRORI DREAM EXTREME CITY OF LAKE ELSINORE 130 SOUTH MAIN STREET LAKE ELSINORE, CALIFORNIA 92530 TELEPHONE(951)674-3124 1 hereby acknowledge that as a volunteer for the City of Lake Elsinore, I am not an employee of the City of Lake Elsinore and that I am not covered under the City of Lake Elsinore's workers' compensation plan. I intend to perform voluntary services for the Agency without compensation. As a condition of perform ng the above referenced volunteer duties, I hereby knowingly and unequivocally waive, release and discharge and and rights that I, my heirs, assigns, agents or other representatives may have or which hereafter may accrue to me, to file any claim, lawsuit and/or any othe use of action against the City of Lake Elsinore, its employees, officers, agencies, other volunteers and officials as a result of performing said volunteer services. In granting this full and complete release and waiver of liability on the part of the Agency, I specifically waive California Civil Code Section 1542, which states: "A general release does not extend to claims, which the creditor does not know or suspect to exist in his favor at the time of executing the release, which if known by him, must have materially affected his settlement with the debtor." I expressly desire to release the City of Lake Elsinore its employees, officers, agencies, other volunteers and officials from my financial responsibility to me for any personal injury and/or property damage I may incur as a result of my voluntary services, even when it results from the negligence, both active and passive, of the City of Lake Elsinore and/or its employees. I understood that accidents and injuries can arise out of my volunteer activities; knowing the risk nevertheless, I hereby agree to assume those risks and to release and to hold harmless the Agency, its employees, officers, agencies,other volunteers and officials, who (through negligence or carelessness) might otherwise be liable to me (or my heirs, assigns, agents or other representatives) for damages. No promise, inducement, or agreement has been made tome to induce me to release the Agency from liability for any personal injury and/or property damage incurred by me as a result of my voluntary services, nor has any promise, inducement, or agreement been made to me in return for the express waiver of rights referred to above. Dedaration of Witness The above individual, in my presence, acknowledged that he/she had read and fully understood the meaning and consequences of the Waiver and Release of All Claims, and he/she signed it in my presence. Date: Applicant's Signature: Applicant's Printed Name: Parent or Guardian's Signature (if applicant is a minor): Parent or Guardian's Printed Name (if applicant is a minor): Witness' Signature: Witness' Printed Name: CC January 26, 2010 Item No. 8 Print Form Page 26 of 37 APPENDIX vi CITY OF i, LADE LSINORf DREAM EXTREME Each job description would include the following sections: TITLE: PURPOSE OF THIS POSITION: TASKS OR FUNCTION: PARTICIPANT GROUP: TIME COMMITMENT: SKILL REQUIREMENT: TRAINING AND SKILL DEVELOPMENT: SUPERVISION: WORKING CONDITIONS: BENEFITS: SCREENING REQUIRED: SAMPLE JOB DESCRIPTION FOR VOLUNTEER POSITION CC January 26, 2010 Item No. 8 Page 27 of 37 APPENDIX vii CITY OF LADE ~LSII`IORX DREAM EXTREME VOLUNTEER PERFORMANCE REVIEW CITY OF LAKE ELSINORE 130 SOUTH MAIN STREET LAKE ELSINORE, CALIFORNIA 92530 TELEPHONE(951)674-3124 Prepared By: Date: Volunteer's Signature: Date: CC January 26, 2010 Item No. 8 Page 28 of 37 EXCELLENT,,;' Q9056 w - FAIR,.: , , r POOR, „ APPENDIX viii CITY OF ink LAKE LSIAOIJE DREAM EXTREME TOOL WAIVER CITY OF LAKE ELSINORE 130 SOUTH MAIN STREET LAKE ELSINORE, CALIFORNIA 92530 TELEPHONE(951)674-3124 City of Lake Elsinore staff have identified tools and equipment that may be used by volunteers to carry out their assignment with proper training. A certificate of tool or equipment use proficiency will be issued to the volunteer upon successful completion of the training session and a centralized list of certified volunteers shall be maintained by the Volunteer Program. Minors shall not be allowed to operate any power tool. This list follows guidelines established by the City's Risk Management Office and has been reviewed by the City Attorney. 1. In general, subject to approval of City staff, volunteers may use office equipment, recreation equipment and supplies, and non-powered hand tools provided by staff with proper training. The appropriate certifications and conditions for use of these tools is identified in the administrative implementation manual for volunteers and the City of Lake Elsinore staff. Staff is to keep a centralized database of volunteers who are trained and certified to use power equipment requiring additional training. No volunteer under the age of 18 shall be permitted to use power equipment requiring additional training. 2. From time to time, the City of Lake Elsinore may determine that it is beneficial for volunteers to use their own tools or equipment to complete a project. While the City of Lake Elsinore staff may request such assistance, volunteers will voluntarily assume full responsibility for use of their tools or equipment, specifically the potential wear and tear. The volunteer shall sign a release form ensuring that the City is not liable for damage, replacement or maintenance of privately- owned tools and equipment. Only those tools that are identified in the "List of Approved Hand Tools and Power Equipment for Volunteer Use" will be permitted. 3. Volunteer use of City vehicles must be petitioned for by the City of Lake Elsinore staff overseeing volunteer's activity and shall be approved by appropriate management level staff as designated by the Volunteer Policy Implementation Manual. Volunteers must complete all required procedures and trainings, including providing proof of auto insurance and driving record, and completing all the appropriate volunteer paperwork, prior to operating a City vehicle. Staff will keep a centralized database of volunteers approved for City Vehicle use. 4. Based on the scope and time period of a proposed project, the age and skill of the volunteers, and the level of liability assumed by a given group or organization, the City of Lake Elsinore staff will determine the appropriate tools or equipment in conformance with established City policy and guidelines on use of tools and equipment. Volunteer's Signature: Date: Volunteer's Printed Name: If Volunteer is under 18, a parent or guardian must sign and print below. Parent/Guardian Signature: Parent/Guardian's Printed Name: CC January 26, 2010 Item No. 8 Page 29 of 37 APPENDIX ix VOLUNTEER INCIDENT REPORT FORM CC January 26, 2010 Item No. 8 Page 30 of 37 APPENDIX x VOLUNTEER MANUAL CC January 26, 2010 Item No. 8 Page 31 of 37 APPENDIX Xi VOLUNTEER PROTECTION ACT OF 1997 This is the text of Public Law 105-19; the Volunteer Protection Act of 1997 as signed into law by President Clinton on June 18, 1997: One Hundred Fifth Congress of the United States of America At The First Session Begun and held at the City of Washington on Tuesday, the seventh day of January, one thousand nine hundred and ninety-seven. An Act To provide certain protections to volunteers, nonprofit organizations, and governmental entities in lawsuits based on the activities of volunteers. Be it enacted by the Senate and House of Representatives of the United States of America in Congress assembled. Section 1. Short Title This Act may be cited as the'Volunteer Protection Act of 1997'. Section 2. Findings And Purpose (a) Findings. The Congress finds and declares that: (1) The willingness of volunteers to offer their services is deterred by the potential for liability actions against them; (2) As a result, many nonprofit public and private organizations and governmental entities, including voluntary associations, social service agencies, educational institutions, and other civic programs, have been adversely affected by the withdrawal of volunteers from boards of directors and service in other capacities; (3) The contribution of these programs to their communities is thereby diminished, resulting in fewer and higher cost programs than would be obtainable if volunteers were participating; (4) Because Federal funds are expended on useful and cost-effective social service programs, many of which are national in scope, depend heavily on volunteer participation, and represent some of the most successful public-private partnerships, protection of volunteerism through clarification and limitation of the personal liability risks assumed by the volunteer in connection with such participation is an appropriate subject for Federal legislation; Rev. 10/04 Page 1 of 6 CC January 26, 2010 Item No. 8 Page 32 of 37 (5) Services and goods provided by volunteers and nonprofit organizations would often otherwise be provided by private entities that operate in interstate commerce; (6) Due to high liability costs and unwarranted litigation costs, volunteers and nonprofit organizations face higher costs in purchasing insurance, through interstate insurance markets, to cover their activities; and (7) Clarifying and limiting the liability risk assumed by volunteers is an appropriate subject for Federal legislation because: (A) Of the national scope of the problems created by the legitimate fears of volunteers about frivolous, arbitrary, or capricious lawsuits; (B) The citizens of the United States depend on, and the Federal Government expends funds on, and provides tax exemptions and other consideration to, numerous social programs that depend on the services of volunteers; (C) It is in the interest of the Federal Government to encourage the continued operation of volunteer service organizations and contributions of volunteers because the Federal Government lacks the capacity to carry out all of the services provided by such organizations and volunteers; and (D)(i) Liability reform for volunteers, will promote the free flow of goods and services, lessen burdens on interstate commerce and uphold constitutionally protected due process rights; and (ii) therefore, liability reform is an appropriate use of the powers contained in article 1, section 8, clause 3 of the United States Constitution, and the fourteenth amendment to the United States Constitution. (b) Purpose. The purpose of this Act is to promote the interests of social service program beneficiaries and taxpayers and to sustain the availability of programs, nonprofit organizations, and governmental entities that depend on volunteer contributions by reforming the laws to provide certain protections from liability abuses related to volunteers serving nonprofit organizations and governmental entities. Section 3. Preemption And Election of State Non-applicability (a) Preemption. This Act preempts the laws of any State to the extent that such laws are inconsistent with this Act, except that this Act shall not preempt any State law that provides additional protection from liability relating to volunteers or to any category of volunteers in the performance of services for a nonprofit organization or governmental entity. (b) _Election Of State Reaardino Non-applicability. This Act shall not apply to any civil action in a State court against a volunteer in which all parties are citizens of the State if Rev. 10/04 Page 2 of 6 CC January 26, 2010 Item No. 8 Page 33 of 37 such State enacts a statute in accordance with State requirements for enacting legislation: (1) Citing the authority of this subsection; (2) Declaring the election of such State that this Act shall not apply, as of a date certain, to such civil action in the State; and (3) Containing no other provisions. Section 4. Limitation On Liability For Volunteers (a) Liability Protection For Volunteers. Except as provided in subsections (b) and (d), no volunteer of a nonprofit organization or governmental entity shall be liable for harm caused by an act or omission of the volunteer on behalf of the organization or entity if: (1) The volunteer was acting within the scope of the volunteer's responsibilities in the nonprofit organization or governmental entity at the time of the act or omission; (2) If appropriate or required, the volunteer was properly licensed, certified, or authorized by the appropriate authorities for the activities or practice in the State in which the harm occurred, where the activities were or practice was undertaken within the scope of the volunteer's responsibilities in the nonprofit organization or governmental entity; (3) The harm was not caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer; and (4) The harm was not caused by the volunteer operating a motor vehicle, vessel, aircraft, or other vehicle for which the State requires the operator or the owner of the vehicle, craft, or vessel to: (A) Possess an operator's license; or (B) Maintain insurance. (b) Concerning Responsibility Of Volunteers To Organizations And Entities. Nothing in this section shall be construed to affect any civil action brought by any nonprofit organization or any governmental entity against any volunteer of such organization or entity. (c) No Effect On Liability Of Organization Or Entity. Nothing in this section shall be construed to affect the liability of any nonprofit organization or governmental entity with respect to harm caused to any person. Rev. 10/04 Page 3 of 6 CC January 26, 2010 Item No. 8 Page 34 of 37 (d) Exceptions To Volunteer Liabilitv Protection If the laws of a State limit volunteer liability subject to one or more of the following conditions, such conditions shall not be construed as inconsistent with this section: (1) A State law that requires a nonprofit organization or governmental entity to adhere to risk management procedures, including mandatory training of volunteers. (2) A State law that makes the organization or entity liable for the acts or omissions of its volunteers to the same extent as an employer is liable for the acts or omissions of its employees. (3) A State law that makes a limitation of liability inapplicable if the civil action was brought by an officer of a State or local government pursuant to State or local law. (4) A State law that makes a limitation of liability applicable only if the nonprofit organization or governmental entity provides a financially secure source of recovery for individuals who suffer harm as a result of actions taken by a volunteer on behalf of the organization or entity. A financially secure source of recovery may be an insurance policy within specified limits, comparable coverage from a risk pooling mechanism, equivalent assets, or alternative arrangements that satisfy the State that the organization or entity will be able to pay for losses up to a specified amount. Separate standards for different types of liability exposure may be specified. (e) Limitation On Punitive Damages Based On The Actions Of Volunteers: (1) General Rule. Punitive damages may not be awarded against a volunteer in an action brought for harm based on the action of a volunteer acting within the scope of the volunteer's responsibilities to a nonprofit organization or governmental entity unless the claimant establishes by clear and convincing evidence that the harm was proximately caused by an action of such volunteer which constitutes willful or criminal misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed. (2) Construction. Paragraph (1) does not create a cause of action for punitive damages and does not preempt or supersede any Federal or State law to the extent that such law would further limit the award of punitive damages. (f) Exceptions To Limitations On Liability: (1) In General. The limitations on the liability of a volunteer under this Act shall not apply to any misconduct that: (A) Constitutes a crime of violence (as that term is defined in section 16 of title 18, United States Code) or act of international terrorism (as that term is defined in section 2331 of title 18) for which the defendant has been convicted in any court; Rev. 10/04 Page 4 of 6 CC January 26, 2010 Item No. 8 Page 35 of 37 (B) Constitutes a hate crime (as that term is used in the Hate Crime Statistics Act (28 U.S.C. 534 note)); (C) Involves a sexual offense, as defined by applicable State law, for which the defendant has been convicted in any court; (D) Involves misconduct for which the defendant has been found to have violated a Federal or State civil rights law; or (E) Where the defendant was under the influence (as determined pursuant to applicable State law) of intoxicating alcohol or any drug at the time of the misconduct. (2) Rule Of Construction. Nothing in this subsection shall be construed to effect subsection (a)(3) or (e). Section 5. Liability For Non-economic Loss (a) General Rule. In any civil action against a volunteer, based on an action of a volunteer acting within the scope of the volunteer's responsibilities to a nonprofit organization or governmental entity, the liability of the volunteer for non-economic loss shall be determined in accordance with subsection (b). (b) Amount Of Liability: (1) In General. Each defendant who is a volunteer, shall be liable only for the amount of non economic loss allocated to that defendant in direct proportion to the percentage of responsibility of that defendant (determined in accordance with paragraph (2)) for the harm to the claimant with respect to which that defendant is liable. The court shall render a separate judgment against each defendant in an amount determined pursuant to the preceding sentence. (2) Percentage Of Responsibility. For purposes of determining the amount of non- economic loss allocated to a defendant who is a volunteer under this section, the trier of fact shall determine the percentage of responsibility of that defendant for the claimant's harm. Section 6. Definitions For purposes of this Act: (1) Economic Loss. The term 'economic loss' means any pecuniary loss resulting from harm (including the loss of earnings or other benefits related to employment, medical expense loss, replacement services loss, loss due to death, burial costs, and loss of business or employment opportunities) to the extent recovery for such loss is allowed under applicable State law. Rev. 10/04 Page 5 of 6 CC January 26, 2010 Item No. 8 Page 36 of 37 (2) Harm. The term 'harm' includes physical, nonphysical, economic, and non- economic losses. (3) Non-economic Losses. The term 'non-economic losses' means losses for physical and emotional pain, suffering, inconvenience, physical impairment, mental anguish, disfigurement, loss of enjoyment of life, loss of society and companionship, loss of consortium (other than loss of domestic service), hedonic damages, injury to reputation and all other non-pecuniary losses of any kind or nature. (4) Nonprofit Organization. The term 'nonprofit organization' means: (A) Any organization which is described in section 501(c)(3) of the Internal Revenue Code of 1986 and exempt from tax under section 501(a) of such Code and which does not practice any action which constitutes a hate crime referred to in subsection (b)(1) of the first section of the Hate Crime Statistics Act (28 U.S.C. 534 note); or (B) Any not-for-profit organization which is organized and conducted for public benefit and operated primarily for charitable, civic, educational, religious, welfare, or health purposes and which does not practice any action which constitutes a hate crime referred to in subsection (b)(1) of the first section of the Hate Crime Statistics Act (28 U.S.C. 534 note). (5) State. The term 'State' means each of the several States, the District of Columbia, the Commonwealth of Puerto Rico, the Virgin Islands, Guam, American Samoa, the Northern Mariana Islands, any other territory or possession of the United States, or any political subdivision of any such State, territory, or possession. (6) Volunteer. The term 'volunteer' means an individual performing services for a nonprofit organization or a governmental entity who does not receive: (A) Compensation (other than reasonable reimbursement or allowance for expenses actually incurred); or (B) Any other thing of value in lieu of compensation, in excess of $500 per year, and such term includes a volunteer serving as a director, officer, trustee, or direct service volunteer. Section 7. Effective Date (a) In General. This Act shall take effect 90 days after the date of enactment of this Act. (b) Application. This Act applies to any claim for harm caused by an act or omission of a volunteer where that claim is filed on or after the effective date of this Act but only if the harm that is the subject of the claim or the conduct that caused such harm occurred after such effective date. Rev. 10/04 Page 6 of 6 CC January 26, 2010 Item No. 8 Page 37 of 37