OFFICERS` MEETING AGENDA

Transcription

OFFICERS` MEETING AGENDA
OFFICERS’ MEETING AGENDA
April 28, 2015, Start Time: 6:00PM
Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting starts at 6:00pm. The
first 15 minutes may be used for an open forum for members who wish to comment on issues of concern or describe union victories
in their workplace (maximum of 2 minutes addressing items not on the agenda except under special circumstances). Meeting will
start when all speakers are completed or at 6:15 whichever comes sooner. If members arrive before 6:15 and the general meeting
has begun, it will be suspended for the members’ comments. If Board action is requested, the Board may place the matter on a
future agenda. All statements that require a response will be referred to staff for reply in writing.
Responses to Last Officers’ Meeting Open Forum Issues
1.
None Roll Call – 6:15PM quorum determined - (Karen Nakatani)
Announcements:
1. Swearing in any unsworn delegates/trustees - (last sheet in the packet)
2. Executive Session at end of meeting – CWA Bargaining
REPORT CONSENT AGENDA: If there is anything you wish to discuss prior to approval of Motion A,
please pull the item from the Agenda for discussion. What is not pulled from the Consent Agenda is
considered approved without discussion when Motion A is passed.
Motion A – Report Consent Agenda Approval - (pages 3-4)
1. Approval of Officers’ Meeting Minutes – February 24, 2015 - (pages 5-8)
2. Budget & Finance Committee Reports – April 15, 2015 - (pages 9-32)
3. Good & Welfare Committee Expenditures Report – April 2015 – none
Any Requests for Assistance – please send them to both RoseAnn
Dominguez at [email protected] and Karen Summers at [email protected]
RoseAnn Dominguez, Treasurer – Report on the SEIU Finance Conference.
Written Reports & Correspondence Requiring no Action by the Officers – They may be
pulled for discussion if desired.
1.
Officers’ Reports
1st Vice President Report - (none)
Education and Training Report - (none)
Organizing Report - pages 33-34)
Communications Report - (none)
IT Report - (pages 35-36)
Admin/Building Report - (none)
PAC/PAC Totals Report - (pages 37-38)
Trustee Report - (none)
Caucus Reports - (none)
Industry and Committee Reports
 Nurse Alliance Report - (none)
Correspondence - (none)

2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
1 of 53
Motion B – Political Consent Agenda – B/1-B/2 - (pages 39-44)
Thank you from April Verrett on behalf of Jesus “Chuy” Garcia Mayoral Candidate for Chicago (pages 45-46)
Items Pulled from the Consent Agenda or the Report Consent Agenda
Pulled Items from the Consent Agenda
2. Pulled Items from the Report Consent Agenda
3. Other Oral Reports
1.
President’s Report: President Gwyn Harshaw
1.
Oral Report on the AFRAM Conference
Chief Elected Officer Report: Luisa Blue
1.
Any Updates - (oral)
a. Immigration Reform Update
b. IHSS – Homecare Update
c. Fresno County
d. Fight for $15 - (pages 47-50)
e.
SEIU Racial Justice Task Force
f. SEIU AAPI Leadership Summit - (pages 51-52)
New Business
1.
Unfinished Business
1.
none
Informational Items
1.
The MBCLC has informed its delegates about its finances as of the April 1, 2015 meeting
and per capita payments are again being mailed to the MBCLC.
Adjournment
LB: kns SEIU 521 CTW/CLC
2 of 53
SEIU Local 521 Officers’ Motion
*
Motion Letter: A
Date: April 28, 2015
Motion Title: Report Consent Agenda
The Following Reports have been placed on the REPORT CONSENT AGENDA for
approval/confirmation without discussion. If you wish discussion pull the report from the
REPORT CONSENT AGENDA –
NO Motion is required to remove a report from the Report Consent Agenda.
Committee Reports Requiring Approval/Confirmation: (as noted below)
1. Approval of the Minutes for the Officers’ Meeting of February 24, 2015 (pages 5-8)
2. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521
Treasurer
April 15, 2015 Meeting – 2015 Approved General Fund and Organizing
Budgets - (page 9-14); The Committee reviewed the February, 2015 Financials (page 15-30). They asked a few questions.
 B&F Item 1 – Approved - the February 2015 Financials as
presented - (page 31-32)
3. Good and Welfare Committee Report – donations in April 2015
 none.
 Please submit all Good & Welfare requests to both RoseAnn
Dominguez and Karen Summers.
* Motion A:
To approve/confirm as presented ALL Reports on the Report
Consent Agenda EXCEPT those pulled and listed below which will be held for
discussion:
Follow Up:
LB:kns SEIU 521 CTW/CLC
3 of 53
Moved by:__________________________ __ Second :____________________________
Pulled:______________________________________________________________
Votes in Favor:____________ Votes Opposed:___________ Abstentions:_____________
Motion: Carries 
Fails:

Tabled Until:  Date:_________
Signatures
____________________________________________
LB:kns SEIU 521 CTW/CLC
4 of 53
Minutes February 24, 2015 – Officers’ Meeting
Call to Order: by President Gwyn Harshaw at 6:05pm.
Officers Roll Call in Attendance on Video Conference or Teleconference:
Muriel Frederick
Region 1 VP
Gwyn Harshaw
President
Matt Nathanson
Region 2 VP
RoseAnn Dominguez Treasurer
Alysia Bonner
Region 4 Vice Pres
Karen Nakatani
Secretary
Tonya York
Region 6 Vice Pres
Luisa Blue
CEO
Officers Absent:
John Gutierrez
First VP
Executive Board also in attendance on Video Conference or Teleconference:
Rudy Plaza
Bakersfield
Javier Sanchez
Salinas
Myrna Bravo
Phone
Jennifer Jensen
Fresno
Via Cooper-Whigham
Fresno
Local 521 Trustees on Video Conference or Teleconference:
Connie Chew
San Jose
Local 521 Staff on Video Conference or Teleconference:
Karen Summers
San Jose
Pam Rodgers
Kelly Ferguson
San Jose
Andrea Hightower
San Jose
San Jose
Local 521 Members in Attendance:
None
Guests:
None
Open Forum for Member Presentations:.
None.
Responses to Last Month’s Open Forum Issues:
None.
Roll Call and Quorum Determination: A quorum of Officers was confirmed as present at
6:05pm.
Announcements:
1. There were no new Delegates or Trustees to be sworn into office.
2. After the meeting there will be Executive Session for the Officers on a Confidential
Lawsuit filed against the Local and a staff issue.
Report Consent Agenda:
Motion A – Report Consent Agenda Approval/Confirmation.
Motion: To approve as presented without discussion the following items listed on the
Report Consent Agenda.
5 of 53
1. Minutes of the January 27, 2015 Officers’ Meeting
2. Budget & Finance Committee Report from the February 18, 2015, Budget and
Finance meeting - Treasurer RoseAnn Dominguez.
The Committee reviewed the December, 2014, financials. Questions were asked.
There was discussion as to whether or not more current financials can be
provided for the Budget & Finance Meetings.
 B&F Item 1 – Approved – the December 2014 Financials as
presented.
 B&F Item 2 – Approved – 20 iPad Minis and 1 MAC Probook for
general fund staff and campaigns at approximately $10,200, and 5
iPad Minis for organizing budget staff at approximately $2,000.
3. The Good and Welfare Committee Report – donations for February 2015.
 None
 Note: Any requests for assistance should be emailed to both RoseAnn
Dominguez at [email protected] and Karen Summers at karen.summers
@seiu521.org.
Moved; seconded; passed as presented.
Written Reports & Correspondence Requiring no Action by the Officers
Officers’ Reports
1st Vice President Report – none.
Education and Training Report - none
Organizing Report – in packet.
Communications Report – none
IT Report –in packet
Admin/Building Report – none
PAC/PACE Totals Report – in packet
Trustee Report – none.
Caucus Reports – none
Industry and Committee Reports – Nurse Alliance Report – in packet
Correspondence – none
Political Consent Agenda Approval/Confirmation
All Political Motions were approved as presented without discussion on the Motion B
Political Consent Agenda. No motions were pulled.
Motion B – Political Consent Agenda Approval/Confirmation
Motion: To approve/confirm as presented without discussion the following Motions:
Motions B - B/3
Moved; seconded; passed as presented.
Motion B/1 – Contribute to the Tim Orozco San Jose City Council
Campaign.
Motion: To Contribute $500 to Tim Orozco’s Campaign from the
Candidates Account.
Moved; seconded; passed as presented.
Motion B/2 – Contribute to Jefferson/Jackson Dinner (Santa Clara
Democratic Party COPE Fundraiser).
6 of 53
Motion: To Contribute $500 to from the Candidates Account to attend
the Annual Jefferson/Jackson Dinner on Friday May 11, 2015.
Moved; seconded; passed as presented.
Motion B/3 – Confirmation of San Mateo Delegate Seat at the San Mateo
County Labor Council.
Motion: To confirm the appointment of Jeff Weaver as delegate to the
San Mateo County Labor Council. The Labor Council shall be notified of
this decision.
Moved; seconded; passed as presented.
Items Pulled from the Consent Agendas for Discussion - none and other oral reports:
Motion E – Monterey Bay Central Labor Council has not presented a budget or
financial reports to its delegated for the past year. (Reported by Matt Nathanson)
Motion: For SEIU Local 521 to hold off sending more per capita payments until
the MBCLC produces an approved budget for 2015 and how expenditures (a
financial report) were made in 2014.
Moved; seconded; passed as presented.
President’s Report:
1.
2.
3.
4.
Matt and Gwyn have been attending Cost Containment Meetings for quite some time
with staff. There should be a report at the March Executive Board Meeting.
State Council Vision 20/20. There have been regular meetings pushing Vision 20/20
forward.
IHSS – the workers are being moved to a Statewide Local in the near future.
Gwyn has been working to keep all the fires that pop up in the local at bay.
Chief Elected Officer’s Report: Luisa Blue
Immigration Reform Update: Luisa reported that on February 17th there were
protests for Immigration Reform throughout the Country and that the one held in
Bakersfield/Kern County was one of the most effective where Kevin McCarthy was
again pressured. She said that in 2016 the Latino and API vote will make a
significant difference in the election and that Mi Familia Vota is working hard even
now to accomplish this end goal. iAmerica is working to create inroads into the API
immigrant communities – Las Vegas, Bakersfield, Fresno and maybe Virginia and
Florida are targeted areas to develop and bring out the vote.
Riko talked about the Comprehensive Immigration Reform Plan and the Statewide
organizing plan around four planks:
1. Ensure success of the roll out of administrative relief – roll out of the Affordable
Care Act in public forums.
2. Driving State and Local immigration policy victories – help pass laws to help
immigrants - e.g. Federal AB60 to give immigrants driver’s licenses.
3. Make the threat real about electoral power of the Latinos and secondarily the API
vote.
4. Leading within youth empowerment.
How can SEIU Local 521, as a public sector and non-profit union, help support these
planks of the Comprehensive Immigration Reform Plan:
Items 3 and 4 above – we can help by supporting the campaigns in any way we can.
7 of 53
Item 2 above – we can engage and participate.
Item 1 above – since many of our members work for counties administering the
various aspects of the Act, we can share best practices and help everyone do things
better, easier and faster.
IHSS - Homecare: Meetings of the 10 representatives from each of the SEIU
homecare locals have begun. Our position has been that homecare workers and
nursing home workers are united and should speak with one voice especially at a
Statewide table. If consensus is not reached by the affected SEIU homecare locals
by June 1, Mary Kay will implement the decision made in 2007 to have one long
term care union and one acute care union.
The Laborers Union tries to Raid Us: An overzealous Laborers Representative
effectively tried to raid our members by aggressively pursuing an area of members in
the City of Bakersfield. He and his local were told to back off. Hopefully, this situation
is now resolved.
City of Hanford Decert: An attempt was made and beaten back to decert the City of
Hanford. The employer was involved in the election – a no no. However, we still won
the election. There were 107 ballots cast – 4 were disqualified, 67 were for SEIU,
and 34 were for the Association. Unfortunately, this may happen again because the
EROs of the City of Hanford allow for decerts each year not just when a contract is
open/up for renewal.
State Council Organizing Work Group met in LA: The 20/20 Vision by 2020 work
group met. The goal is a million SEIU members in California by 2020. There is an
organizing plan to organize 400,000 new members in the private sector – SEIU is
looking at private sector and non-profit clinics among other targets.
New Business:
Motion C – Purchase a total of 25 iPad Minis and 1 Probook MAC for
approximately $10,200 from the General Fund Budget and $2,000 from
the Organizing Budget.
Motion: To authorize the purchase of a total of 20 iPad Minis and
1Probook MAC from the Capital Fund Savings Account in the General
Fund Budget for approximately $10,200, and 5 iPad Minis from the
Organizing Budget for approximately $2,000.
Moved; seconded; passed as presented.
Unfinished Business:
none
Adjournment: The meeting was adjourned at 7:14pm. The Officers immediately went into
Executive Session with final adjournment at 8:27pm.
One Confidential Motion, Motion D was passed in Executive Session.
LB: kns SEIU 521 CTW/CLC
8 of 53
APPROVED
SEIU Local 521 - 2015 General Fund Budget
A
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
53
54
55
56
57
58
60
62
63
64
65
1 of 4
B
version 1.1
P
W
X
2014 - 12 months
Budget 2.2
30,439,600
2015 - 12 months
Budget 1.1
30,878,626
NOTES
Headcount TOTAL DUES RECEIPTS
52,941 OTHER INCOME
Interest & Dividends
3,600
SMIHSS Administrative Reimbursement
Sublease Rent
67,000
B
Misc. Income - SEIU Int'l subsidy
A
Misc. items spend from saving accounts
Total Misc. Income
70,600
TOTAL GENERAL FUND INCOME
30,510,200
GENERAL FUND EXPENSES
ORGANIZING OFFSET
4,025,172
SALARIES
5 Administrative
479,480
6 Admin Support
459,143
14 Directors
1,234,802
60 Internal Organizers/Research,CED,CESA,Pol
4,363,184
20 Clerical
1,090,419
2 Facilities
97,057
6 Data Base
301,619
A
Special project - pay by other funding
Temp. Internal Organizers/Research
75,000
Temp. Clerical/Support
20,000
Vacation Liability Cash Out
400,000
Total Salaries
8,520,705
113 PAYROLL RELATED EXPENSES
Pension
1,444,627
Payroll Taxes Expenses
963,085
Consultant - Trainer, NEG
30,000
Travel Staff-Admin
50,000
Travel Staff- Internal Organizers
120,000
Mileage/Ins. Reimb.-Admin & Director
13,656
Mileage/Ins. Reimb.-Internal Organizers
135,641
Telephone Reimbursement
90,000
13 Retiree Health Exp
108,930
Retire Benefit Trust Fund
12
3,110,943
Benefits(Health, Dental, Vision,life,401K,Flex Plan matching)
Workers Comp Insurance
280,900
Recruiting exp
8,000
Total Payroll Related Expenses
6,355,792
Total Salaries & Payroll Expenses
14,876,497
MISCELLANEOUS
Agency Fee/Assoc. Exp.
504,000
Capital Fund Expense
12,000
Admin exp share w. chapter
12,000
4,000
Free Life insurance to members (SCR, MRY & BFL)
Retired Chapter Fund Reimbursement
Dodge Scholarship
15,000
Computer Database UnionWare
82,175
Accounting Software Gp
12,000
MRC - IHSS - 4 months only
Total Miscellaneous
641,175
A
ARBITRATIONS & LEGAL
Arbitrations Fees & legal fees - representation
150,000
Retainer
258,000
81,575
52,941 Automatic Legal Defense Fund ($0.12 per member per month)
Total Arbitrations & Legal
489,575
FACILITIES
1,515
75,259
76,773
30,955,399
4,199,761
479,480
414,562
1,255,641
4,452,371
1,053,009
93,775
328,091
all positions filled
all positions filled
all positions filled
all positions filled
all positions filled
all positions filled
all positions filled
75,000
20,000
119,756 cash out only
8,291,685
1,615,386 increase to 20% for 2015
969,232
44,761
189,440 membership drive
5,549
163,257 membership drive
77,057
112,658
12
3,125,759 health benefit at new rate 2015
242,308
8,000
6,553,419
14,845,104
720,000
12,000
12,000
4,665
14,465
15,000
73,841
12,000
same as 2014
same as 2014
same as 2014
same as 2014
same as 2014
863,972
191,814 increase
258,000 same as 2014
76,235 same rate as 2014
526,049
9 of 53
N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM
APPROVED
SEIU Local 521 - 2015 General Fund Budget
A
1 version 1.1
2
66
67
69
70
71
72
73
74
75
76
77
78
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
0
119
120
43,305
121
122
123
124
125
126
B
P
2014 - 12 months
Budget 2.2
Rent-SJC
450,000
Rent-RWC
58,000
47,000
Rent-Santa Cruz, Watsonville & Hollister & parking
Rent-Visalia & Hanford
20,400
Utilities
165,000
Kitchen Sundries
50,000
Gen. Liab. Ins. & Property Tax
170,000
Building Maintenance/Security/Janitorial
180,000
Total Admin - Facilities
1,140,400
W
X
2015 - 12 months
Budget 1.1
450,000
48,000
39,900
6,000
186,116
48,260
163,885
202,571
1,138,309
NOTES
new lease at RWC
increase
same
same
increase HVAC & building maint.
ADMINISTRATIVE - OFFICES
Audit/Acct. Fees
Subscriptions
Office Sundries
Office Equipment Leases
Equipment Maintenance & Repair Contracts
Contributions
Research Material & Data
Miscellaneous, off set by ORG
Total Admin - Offices
460,095
110,000
2,597
90,524
177,514
59,220
5,067
27,985
472,907
COMMUNICATIONS
Printing
Paper
Website/Station/communication
Telephone & Internet & Tele conference
Postage
Professional Fees/Translations
Total Communications
42,000
20,000
20,000
211,473
60,000
5,000
358,473
28,729
31,108
20,284
217,180
112,381 rate increse in 2014
3,372
413,055
110,000
4,000
70,000
192,000
70,095
3,000
11,000
CONFERENCES/MILEAGE
Staff-Misc. Conf/Seminar
Exec. Board-Conferences & Training
Misc. Members-Reimbursed
Total Conferences/Mileage
3,500
30,000
33,500
STAFF MEETING & TRAINING
Staff / Director Training
Staff - representation & political & communication
Clerical Staff
Executive Staff
Tuition Reim.-Internal Organizers
Tuition Reim.-OPEIU
Total Staff Training
16,000
60,000
901
1,200
1,000
2,000
81,101
EDUCATION & TRAINING
Steward & Chief Steward & Leader Training
Executive Board
Education & Training Committee Meeting & Materials
Industry Training Events
Total Education & Training
4,000
500
3,500
30,000
33,500
32,319
67,232 qtrly staff training
1,364
1,200
1,000
2,000
105,115
5,000
9,500
4,000
500
5,000
9,500
POLITICAL/SOCIAL INVOLVEMENT
123,657
Candidates, Issues, IE Account ($0.25 per member per month)
Legal & Accounting
40,000
Committee Meetings
10,922
Conferences
1,000
Electoral Staff/ Activity
1,000
Polls & Surveys
1,000
129,915
40,000
14,951
1,993
1,000
1,000
10 of 53
2 of 4
N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM
APPROVED
SEIU Local 521 - 2015 General Fund Budget
A
1 version 1.1
2
127
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
52,941
164
50,441
165
820
166
52,941
167
600
168
25,462
169
3,458
170
5,780
171
8,323
172
6,258
173
110
174
52,941
175
176
177
178
179
180
181
182
183
184
185
186
B
Special Printing
Total Political/Social Involvement
P
W
X
2014 - 12 months
Budget 2.2
100
177,879
2015 - 12 months
Budget 1.1
1,000
189,859
NOTES
SOCIAL & ECONOMIC JUSTICE
Committee Meetings
Conferences
Contributions/Solidarity
Caucus Activities
Total Social & Economic Justice
5,000
350
4,530
80,670
90,550
MEMBER INVOLVEMENT
Memorabilia/Give away Member Pride
Awards/Recognition
Ex Board Reimbursement
Rally Rental & Bus
Member Reimbursement/Lost time
Transportation & Vehicle Expenses
Total Member Involvement
30,000
1,000
2,000
20,000
2,500
12,000
67,500
30,000 same as 2014
1,000
2,000
40,000 IHSS, Kern & SCCO NEG Rally
5,000
22,081 membership drive
100,081
50,000
50,000
40,000
12
140,012
50,000 SCCO printed contract
80,000 IHSS State wide, Kern & SCCO
60,000 IHSS State wide, Kern & SCCO
12
190,012
30,000
3,002
1,000
40,000
25,000
1,000
100,002
13,153
3,077
1,000
15,000 2015 INTL St Louis Convt.-10p
100,000 officers election
10,000
142,231
REPRESENTATIVE DUES
SEIU $7.65 ea
SEIU Unity Fund $5.00ea
SEIU Retirees & ChildCare $1.00ea
SEIU/ State Council-$2.53ea
Nurse Alliance $1.45ea
So Bay CLC Jun/11$0.63,Jul/12$0.65
SMCO CLC $0.60ea
Fresno CLC $0.45ea
Bakersfield CLC $0.50ea, est. increase
Monterey & Santa Cruz LC $0.55ea
North Valley CLC
CA Labor Fed 25% X .70ea, pd old rate $0.47
Building Trades-SMCO
Total Representative Dues
5,200,378
3,029,220
8,952
1,719,864
12,180
174,166
24,559
32,076
49,938
41,032
1,320
16,452
3,600
10,313,738
4,859,984
3,026,460
9,844
1,607,289
10,440
198,604
24,898
31,212
49,938
41,303
1,320
14,929
3,600
9,879,820
TOTAL EXPENSES
33,005,168
33,199,825
TOTAL INCOME LESS TOTAL EXPENSES
(2,494,968)
(2,244,426)
NEGOTIATIONS
Printing Contracts - outside vendor
Meetings & Supplies
Strike Preparations
Automatic Strike Fund Transfer - reduction to $1/mon
Total Negotiations
MEETINGS & EVENTS
Executive Board Meetings
Steward/Council meetings
521 Party & other events
2014-521 Convention/2015 INTL St. Louis
Officer Election-2015
Industries & Members conference
Miscellaneous
Total Meetings & Events
VOLUNTARY TRANSFERS
Building Funds
Strike Fund
Total Transfers
48,000
48,000
5,000
350
4,530
80,670
90,550 remain the same as 2014
no change
no change
no change
no change
no change
no change
no change
no change
no change
no change
no change
no change
no change
48,000
48,000
11 of 53
3 of 4
N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM
APPROVED
SEIU Local 521 - 2015 General Fund Budget
A
1 version 1.1
2
187
B
P
W
X
2014 - 12 months
Budget 2.2
2015 - 12 months
Budget 1.1
NOTES
TOTAL INCOME LESS EXPENSES & TRANSFERS(2,542,968)
(2,292,426)
12 of 53
4 of 4
N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM
SEIU Local 521 - External Org. Budget for year 2015
Version 1.1
Year 2015
APPROVED
NOTES
12 months Budget
Budget from SEIU Local 521
4,199,761
Expenses
Legal - Organizi
28,200
Arbitration - Organizing
Lost Time - Organizing / Wavers
29,072
Salaries - Organizing (23+2)
1,819,356 all position filled
Workers Comp. Ins. - Org
63,677 all position filled
Payroll Tax Exp - Organ.
218,323 all position filled
401K Matchering
54,581 3% matching for 12 months
EMPLOYEE BENEFITS - Organizing
827,943 employer pay 100%
Pension Plan Exp - Organi.
363,871 20% for 12 months
Staff Recruiting Exp-Org.
10,000
Vacation Liability Cash Out - Org
34,988 all position filled=1/2 pay period
Training Exp - Org.
1,379
Mileage reimb exp - Organizing
12,473
Vehicle Expenses
33,523
RENT EXPENSES - Organizing
Telephone Expenses - Organizing
10,001
Utilities Expenses
Office Supplies & Other Allocation - Organiz
4,280
Printing Expenses - Organizing
1,211
Postage Expenses - Organizing
PT Organizing
Communication Cost Expenses
Referral lead/DATA - Organizing
Professional Fee Expenses
1,043
Translation Expenses - Organ
Equipment Leasing Exp - Organi
Equip. Maint. & Repair -Organi
Building Maint. & Repair -Organi
Computer Database Services
Subscriptions - Organizing
180
Travel Expenses - ORGANIZING
231,291
Conference - Organizing
Rally / Bus Rental-Organizing
133
Memorabilia / Give Away-Org
4,116
Meeting - Organizing
10,909
Donation - Organizing
1,600
SEIU Int'l share cost
507,324
Total Expenses
Net Income
4,269,473
(69,711)
13 of 53
N:\Finance\Budgets\2015\2015budget1.1 ExtOrg1.1 1/26/2015 7:46 AM
THIS SHEET IS INTENTIONALLY LEFT BLANK
14 of 53
15 of 53
1005
1006
1006
1006
1016
1016
1017
1017
1018
1019
1011
1
2
3
4
5
6
7
8
9
10
11
Total reserve
Accured Vacation from EO to IO
BUILDING FUND
CAPITAL FUND
GOOD & WELFARE FUND
GOOD & WELFARE FUND
LEGAL DEFENSE FUND
LEGAL DEFENSE FUND
STRIKE FUND
STRIKE FUND
STRIKE FUND
CONTINGENCY FUND
ACCOUNT NAME
PAC - Issues
PAC - Independent Expenditure
13
14
1002
1002
1002
1003
1003
16
17
18
19
20
AGENCY FEE
AGENCY FEE
ORGANIZING FUND Acc Vac
ORGANIZING FUND
ORGANIZING FUND
ORGANIZING FUND
Bank of The West #18986
Bank
as of Feb. 28th , 2015
Unfunded Reserve
Bank of The West - T- Bill Matures 3/26/2015
Bank of The West #18960
Bank of The West #33823
Monterey County Employee Credit Union
Bank of The West - T- Bill Matures 4/15,8/25,5/21
Bank of The West #18895
US Bank - Olson
US Bank - Olson
US Bank - Olson
Bank of The West #18820
Bank of The West # 28733
Bank of The West # 28667
Bank of The West - T- Bill Matures 5/21/2015
Bank of The West #28758
Bank of The West - T- Bill Matures 5/26/2015
Bank of The West # 28691
Bank of The West - T- Bill Matures 5/26/2015
Bank of The West - T- Bill Matures 4/14/2015
Bank of The West #18978
23 2400-00 Accured Vacation for General Fund Liabilities
22 2150-11 CLARENCE DODGE SCHOLARSHIP
Unfunded Reserve
21 2150-10 RETIREE BENEFIT TRUST
Unfunded Reserve and Liabilities
1002
15
MANDATORY SAVINGS
PAC - Candidates
12
POLITICAL - PAC money
GL#
ITEMS
DISCRETIONARY SAVINGS
$
$
$
$
+/- reason
$
2,229,558.08
$
$
2,194,328.30
2,166,647.26
27,131.04
550.00
5,441,348.20
N:\Finance\Monthend\2015\bANKBALBOARD2015 0215 3/13/2015 6:15 PM
2,203,128.04 adjust monthly to actual accural
25,881.04 + $1250 / mon,
549.00 + $1 / month
5,382,855.17
310,000.00
605,424.74
545,424.74 $60,000 accrual monthly
310,000.00
411,626.01
203,462.85
3,000,000.00
910,834.60
108,502.92
18,700.53
154.49
89,647.90
2,527,890.57
405,204.89 Accured time off - adjust monthly to acutal accural
203,462.85 CD with credit union, mature 8/28/2015
3,000,000.00
918,762.69
93,298.02
18,700.53 Olson Statement Reconciled as of 1/31/2015
(2,845.51) Olson Statement Reconciled as of 1/31/2015
77,443.00 Olson Statement Reconciled as of 1/31/2015
2,526,737.57
$
57,225.33
150,330.32
76,199.93
53,225.33 Acc $4k per mon,
150,330.32 Vacation bank transfer between EO and IO
65,000.00
85,399.93 Accrued $1,000 per month
3,882.15
500,000.00
65,811.11
700,000.00
800,000.00
59,352.98
50,088.75
ENDING
BALANCE as of
2/28/2015
DOCUMENT # 1
65,000.00
3,882.15
500,000.00
59,458.11 Accrued $0.12 per month per member, Lum
700,000.00
800,000.00
59,352.98
50,088.75
ENDING
BALANCE as of
1/31/2015
Bank Balance on Saving and Investment accounts
SEIU Local 521
THIS SHEET IS INTENTIONALLY LEFT BLANK
16 of 53
DOC# 2
A
B
C
D
E
F
G
H
I
SEIU LOCAL 521
Income Statement - Current and YTD
For the Two Months Ending Saturday, February 28, 2015
1
2
3
4
5
Jan
6
Actual
Budget
Actual
2,793,332
2,573,219
2,412,592
Feb
Notes
Y-T-D
Better/(Worse)
Budget
Actual
Better/(Worse)
5,146,438
5,205,924
7
8
TOTAL DUES RECEIPTS
(160,627)
59,486
9
10 OTHER INCOME
11 Interest & Dividends
12 Sublease Rent
13 Misc. Income - SEIU Int'l Subsidy
14
TOTAL OTHER INCOME
5,806
19,600
126
182
6,272
5,479
56
(793)
253
182
(71)
12,543
11,285
(1,258)
-
-
-
19,600
19,600
25,406
6,398
5,661
(737)
12,796
-
31,067
18,271
2,818,738
2,579,617
2,418,253
(161,364)
5,159,234
5,236,991
77,757
349,980
349,980
349,980
699,960
699,960
INTL COPE Grant
15
16
TOTAL GENERAL FUND INCOME
17
18
GENERAL FUND EXPENSES
19 ORGANIZING OFFSET
-
-
20
21 SALARIES
22 Administrative
29,774
36,883
29,454
7,429
73,766
59,228
23 Admin Support
32,069
31,889
31,845
44
63,779
63,914
24 Directors
25 Internal Organizers/Research
26 Clerical
27 Facilities
28 Data Base Services
29 Temp. Internal Organizers/Research
14,538
Beth position fund by ext org
vacant positions
9,950 1 vacant at temp position
83,187
96,588
82,627
13,961
193,176
165,814
27,362
320,083
342,490
326,751
15,739
684,980
646,834
38,146
75,834
81,001
76,217
4,784
162,001
152,051
7,441
7,213
7,314
14,427
14,755
22,667
25,238
22,401
2,837
50,476
45,068
5,408
4,156
6,250
15,803
(9,553)
12,500
19,959
(7,459)
(101)
(328)
30 Temp. Clerical/Support
2,385
1,667
4,381
(2,714)
3,333
6,766
(3,433)
31 Vacation & Comp Time
4,410
9,980
24,030
(14,050)
19,959
28,440
(8,481)
582,006
639,199
620,823
1,278,397
1,202,829
75,568
32
TOTAL SALARIES
18,376
GOW position funded by Ext Org
temp on 1 vacant position
actual cash out
-
33
34 PAYROLL RELATED
35 Pension
36 Payroll Taxes
110,964
124,260
112,584
11,676
248,521
223,548
24,973
88,673
74,556
60,056
14,500
149,113
148,729
384
37 Travel Staff - Admin
1,813
4,022
1,087
2,935
8,044
2,900
5,144
38 Travel Staff - Internal Organizers
6,524
15,787
12,376
3,411
31,573
18,900
12,673
39 Mileage/Ins. Reimb.-Admin & Director
352
462
352
925
704
221
10,720
13,605
14,318
(713)
27,210
25,038
2,172
41 Telephone Reimbursement
8,044
6,421
7,041
(620)
12,843
15,085
(2,242)
42 Retiree Health
9,177
8,666
9,081
(415)
17,332
18,258
(926)
1
(1)
40 Mileage/Ins. Reimb.-Internal Organizers
43 Retire Benefit Trust Fund
44 Benefits (Health,Dental,Vision,Life,401K,Flex Plan)
45 Workers Comp Insurance
46 Recruiting
47
unfilled position
(135)
TOTAL PAYROLL RELATED
1
-
110
-
2
(2)
234,431
240,443
234,052
6,391
480,886
468,483
12,403
20,028
18,639
20,028
(1,389)
37,278
40,056
(2,778)
(1)
unfilled positions
768
667
668
1,333
1,436
491,495
507,528
471,644
35,884
1,015,058
963,139
51,919
1,073,501
1,146,727
1,092,467
54,260
2,293,455
2,165,968
127,487
60,000
60,000
60,000
-
120,000
120,000
1,000
1,000
1,000
-
2,000
2,000
-
365
1,000
728
272
2,000
1,093
907
unfilled positions
(103)
48
49
TOTAL SALARIES & PAYROLL RELATED
50
51 MISCELLANEOUS
52 Agency Fee
53 Capital Fund
54 Admin Exp Share w/Chapters
55 Free Life Insurance to Members (SCR, MRY & BFL)
-
300
389
303
86
778
603
175
56 Chapter Fund Reimbursement
1,288
1,205
968
237
2,411
2,256
155
57 Dodge Scholarship
1,250
1,250
1,250
2,500
2,500
58 Computer Database Unionware
5,583
6,153
6,060
93
12,307
11,643
664
TOTAL MISCELLANEOUS
69,786
70,997
70,309
688
141,996
140,095
1,901
59
-
-
60
61 ARBITRATIONS & LEGAL
62 Arbitrations Fees & Legal Admin
63 Retainer
64 Automatic Legal Defense Fund ($0.25 per member per month)
65
TOTAL ARBITRATIONS & LEGAL
6,174
15,985
26,915
21,150
21,500
21,150
6,353
6,353
6,353
33,677
43,838
54,418
(10,930)
31,969
33,089
350
43,000
42,300
-
12,706
12,706
87,675
88,095
75,000
72,678
8,000
8,608
-
6,650
6,650
(50)
1,000
1,100
(10,580)
(1,120)
700
-
(420)
66
67 FACILITIES
68 Rent - San Jose
36,339
37,500
36,339
69 Rent - Redwood City
4,304
4,000
4,304
70 Rent - Santa Cruz & Watsonville
71 Rent - Hanford
3,325
3,325
3,325
1,161
(304)
2,322
(608)
-
550
500
550
72 Utilities
73 Kitchen Sundries
10,653
15,510
11,271
4,239
31,019
21,924
3,169
4,022
5,865
(1,843)
8,043
9,034
74 General Liability Insurance & Property Tax
12,434
13,657
14,255
(598)
27,314
26,689
625
5,911
16,881
17,670
(789)
33,762
23,581
10,181
76,685
95,395
93,579
1,816
190,788
170,264
20,524
17,331
10,167
1,591
8,576
20,333
18,922
1,411
128
216
220
(4)
433
348
81 Office Sundries
10,087
7,544
7,638
(94)
15,087
17,725
(2,638)
82 Office Equipment Leases
12,354
14,793
14,780
13
29,586
27,134
2,452
3,225
4,935
4,758
177
9,870
7,983
1,887
73
422
76
346
845
149
696
199
2,332
199
2,133
4,664
398
4,266
43,397
40,409
29,262
11,147
80,818
72,659
8,159
89 Printing
1,037
2,394
1,629
765
4,788
2,666
2,122
90 Paper
2,243
2,592
1,205
1,387
5,185
3,448
1,737
75 Building Maintenance/Security/Janitorial
76
TOTAL FACILITIES
(100)
9,095
(991)
77
78 ADMINISTRATIVE - OFFICES
79 Audit/Acct. Fees
80 Subscriptions
83 Equipment Maintenance & Repair Contracts
84 Contributions
85 Research Material & Data / Tele Townhall
86
TOTAL ADMIN - OFFICES
85
87
88 COMMUNICATIONS
17 of 53
N:\Finance\Monthend\2015\0215\Income Statement 02150215
1 of3
DOC# 2
A
B
C
D
E
F
G
H
I
SEIU LOCAL 521
Income Statement - Current and YTD
For the Two Months Ending Saturday, February 28, 2015
1
2
3
4
5
Jan
6
Actual
Feb
Budget
Notes
Y-T-D
Actual
Better/(Worse)
Budget
Actual
Better/(Worse)
7
91 Website/Station/Communication
2,356
1,690
-
1,690
3,381
2,356
1,025
92 Telephone & Internet
1,977
18,098
32,912
(14,814)
36,197
34,889
1,308
13,978
9,365
8,893
472
18,730
22,871
(4,141)
125
281
-
281
562
125
437
21,716
34,420
44,639
68,843
66,355
2,488
352
2,793
2,186
4,635
5,603
8,050
93 Postage
94 Professional Fees/Translations
95
TOTAL COMMUNICATIONS
(10,219)
IHSS postage and other first class mail
96
97 STAFF MEETING & TRAINING
98 Staff/Director Training
99 Staff - Representation & Political & Communication
607
(2,447)
100 Clerical Staff
101 Executive Staff
-
114
-
114
-
-
-
-
102 Tuition Reimbursement - CWA
-
103 Tuition Reimbursement - OPEIU
83
-
83
3,049
(1,480)
227
-
227
-
-
-
167
-
167
292
167
333
292
41
8,760
10,236
(1,476)
17,519
15,515
2,004
107 Steward & Chief Steward Training
637
590
1,183
(593)
1,180
1,820
108 Executive Board
-
42
-
42
83
TOTAL STAFF MEETING & TRAINING
167
2,538
12,685
5,279
104
-
5,587
11,205
105
106 EDUCATION & TRAINING
109 Industry Training Events
110
TOTAL EDUCATION & TRAINING
(640)
-
83
51
417
648
(231)
833
699
134
688
1,049
1,831
(782)
2,096
2,519
(423)
453
743
111
112 POLITICAL/SOCIAL INVOLVEMENT
113 Candidates Account ($0.25 per Member per Month)
10,537
10,826
10,373
21,653
20,910
114 Issues Account ($0.00 per Member per Month)
-
-
-
-
-
-
115 I.E. Account ($0.00 per Member per Month)
-
-
-
-
-
-
-
1,520
3,333
1,531
1,802
6,667
3,051
3,616
117 Committee Meetings
446
1,246
776
470
2,492
1,222
1,270
118 Conferences
-
166
-
166
332
-
119 Electoral Staff/Activity
-
-
-
-
-
-
-
120 Polls & Surveys
-
167
-
167
333
-
333
116 Legal
121 Special Printing
TOTAL POLITICAL/SOCIAL INVOLVEMENT
-
83
-
12,680
332
83
167
3,141
31,644
25,183
6,461
787
1,730
224
1,506
250
500
200
300
333
750
(417)
(1,373)
12,503
15,821
125 Committee Meetings
146
865
126 Conferences
200
250
-
127 Contributions/Solidarity
750
167
-
167
122
-
-
167
123
124 SOCIAL & ECONOMIC JUSTICE
128 Caucus Activities
129
TOTAL SOCIAL & ECONOMIC JUSTICE
78
6,151
6,264
7,750
(1,486)
12,528
13,901
7,247
7,546
7,828
(282)
15,091
15,075
16
1,489
2,500
3,372
5,000
617
4,383
83
167
-
130
131 MEMBER INVOLVEMENT
132 Memorabilia/Give Away/Member Pride
(872)
133 Awards/Recognition
-
134 Planning & Event Prep
-
-
-
-
-
-
-
135 Ex Board/Advisory Board Reimbursement
-
167
-
167
333
-
333
136 Rally Rental & Bus
83
40
3,333
137 Member Reimbursement/Lost time
252
417
138 Transportation & Vehicle
-
139
TOTAL MEMBER INVOLEMENT
1,781
-
40
167
3,293
6,667
80
-
417
833
252
6,587
581
1,840
1,550
290
3,680
1,550
2,130
8,340
718
7,622
16,680
2,499
14,181
140
141 NEGOTIATIONS
142 Printing Contracts
143 Meetings & Supplies
144 Strike Preparations
145 Automatic Strike Fund Transfer ($0.50 per member/mom)
TOTAL NEGOTIATIONS
-
4,167
-
4,167
8,333
-
8,333
1,040
6,667
1,502
5,165
13,333
2,542
10,791
-
5,000
-
5,000
10,000
-
10,000
-
1
-
1
2
14,333
31,668
2,542
(484)
2,192
4,258
(2,066)
(264)
-
626
(626)
-
-
-
1,667
-
1,667
1,040
15,835
1,502
149 Executive Board Meetings
2,678
1,096
1,580
150 Steward/Council Meetings
362
-
264
151 By Law Convention - 400 Members
-
-
-
-
152 Industries & Members Conference
-
833
-
833
-
146
-
2
29,126
147
148 MEETINGS & EVENTS
153 Miscellaneous
-
-
-
-
-
-
3,040
1,929
1,844
85
3,859
4,884
(1,025)
157 SEIU $7.65 ea
396,101
404,999
388,733
16,266
809,997
784,834
25,163
158 SEIU Unity Fund $5.00ea
247,370
252,205
241,375
10,830
504,410
488,745
15,665
465
820
354
466
1,641
819
822
129,744
133,941
127,177
6,764
267,881
256,921
10,960
154
TOTAL MEETINGS & EVENTS
155
156 REPRESENTATIVE DUES
159 SEIU Retirees $1.00ea
160 SEIU State Council $2.53ea
161 Nurse Alliance $1.45ea
938
870
967
16,221
16,550
15,411
163 SMCO CLC $0.70ea
2,436
2,075
2,453
164 Fresno CLC $0.45ea
2,759
2,601
2,736
165 Bakersfield CLC $0.25ea
2,027
4,162
2,120
166 Monterey & Santa Cruz LC $0.55ea
167 CA Labor Fed 25% X .47ea
3,400
3,442
3,496
1,215
1,244
1,195
-
162 So Bay CLC $0.65ea
168 Building Trades-SMCO
169 North Valley CLC $.55ea
170
TOTAL REPRESENTATIVE DUES
-
300
(97)
1,740
1,905
33,101
31,632
(378)
4,150
4,889
(135)
5,202
5,495
8,323
4,147
(54)
6,884
6,896
49
2,488
2,410
78
300
600
-
600
1,139
2,042
-
(165)
1,469
(739)
(293)
4,176
(12)
110
110
110
220
220
802,786
823,319
786,127
37,192
1,646,637
1,588,913
57,724
-
2,503,106
2,664,365
2,557,420
106,945
5,328,729
5,060,526
268,203
171
172
TOTAL GENERAL FUND EXPENSES
173
N:\Finance\Monthend\2015\0215\Income Statement 02150215
18 of 53
2 of3
DOC# 2
A
B
C
D
E
F
G
H
I
SEIU LOCAL 521
Income Statement - Current and YTD
For the Two Months Ending Saturday, February 28, 2015
1
2
3
4
5
Jan
6
Actual
Feb
Budget
Notes
Y-T-D
Actual
Better/(Worse)
Budget
Actual
Better/(Worse)
7
174
TOTAL INCOME LESS TOTAL EXPENSES
315,632
(84,748)
(139,167)
(54,419)
(169,495)
176,465
345,960
175
176 VOLUNTARY TRANSFERS
177 Building Funds
178 Strike Funds
179
180
181
TOTAL VOLUNTARY EXPENSES
TOTAL INCOME LESS EXPENSES &
TRANSFERS
4,000
4,000
4,000
-
8,000
8,000
-
-
-
-
-
-
-
4,000
4,000
4,000
-
8,000
8,000
-
311,632
(88,748)
(143,167)
(54,419)
(177,495)
168,465
-
345,960
19 of 53
N:\Finance\Monthend\2015\0215\Income Statement 02150215
3 of3
THIS SHEET IS INTENTIONALLY LEFT BLANK
20 of 53
DOC# 3
A
B
C
D
E
F
G
H
SEIU LOCAL 521
Organizing
Income Statement
For the Two Months Ending Saturday, February 28, 2015
1
2
3
4
5
Jan
6
7
Actual
Feb
Budget
Actual
Y-T-D
Better/(Worse)
Budget
Actual
Better/(Worse)
8
9
BUDGET FROM GENERAL FUND
349,980
349,980
349,980
2,350
80,924
2,817
5,805
31,462
15,753
1,760
50
800
1,275
452
434
646
1,381
354
171
16,513
5,000
21
28,504
907
68
-
2,350
139,950
2,423
4,898
16,794
63,688
27,990
4,199
833
2,691
115
1,039
2,794
833
357
101
87
15
19,274
11
343
909
133
42,277
2,350
84,723
2,546
2,817
6,454
37,832
16,704
1,953
1,781
2,549
3,816
310
486
1,455
496
87
21
19,540
3,622
242
-
TOTAL ORGANIZING EXPENSES
197,447
334,104
189,784
NET INCOME
152,533
15,876
160,196
-
699,960
699,960
-
4,700
279,901
4,845
9,796
33,588
127,376
55,980
8,397
1,667
5,383
230
2,079
5,587
1,667
713
202
174
30
38,549
22
686
1,818
267
84,554
4,700
165,647
2,546
5,634
12,259
69,294
32,457
3,713
1,831
3,349
5,091
762
920
646
2,836
850
258
16,513
5,000
42
48,044
4,529
310
-
144,320
668,211
387,231
280,980
(144,320)
31,749
312,729
280,980
10
11
EXPENSES
12 Legal - Org
13 Salaries - Organizing
14 Salaries - Org / Intern / Lost Timer
15 Part Time Exp - Org
16 Workers Comp. Insurance Exp - Org
17 Payroll Tax Exp - Org
18 Employee Benefits Exp - Org
19 Pension Plan Exp - Org
20 401k Matching Exp - Org
21 Staff Recruiting Exp - Org
22 Vacation / Comp Time Exp - Org
23 Training Exp - Org
24 Mileage Reimbursement Exp - Org
25 Vehicle Exp - Org
26 Telephone Exp - Org
27 Utilities Exp - Org
28 Equipment Leasing Exp - Org
29 Equipment Maintanence & Repair Exp - Org
30 Building Maintenance & Repair Exp - Org
31 Office Supplies Exp - Org
32 Lunchroom Supplies Exp - Org
33 Printing Exp - Org
34 Postage Exp - Org
35 Communication Cost Exp - Org
36 Professional Fee Exp - Org
37 Subscriptions Exp - Org
38 Travel Exp - Org
39 Rally / Bus Rental Exp - Org
40 Memorabilia / Give Away Exp - Org
41 Meeting Exp - Org
42 Donation Exp - Org
43 SEIU Int'l Share Cost
44
45
55,227
2,423
(2,546)
2,081
10,340
25,856
11,286
2,246
833
2,691
115
(742)
245
(2,983)
(310)
(486)
(1,455)
(139)
(87)
101
87
(6)
(266)
11
(3,279)
667
133
42,277
114,254
4,845
(2,546)
4,162
21,329
58,082
23,523
4,684
1,667
5,383
230
248
2,238
(3,424)
(762)
(920)
(646)
(2,836)
(137)
(258)
202
(16,513)
(5,000)
174
(12)
(9,495)
22
(3,843)
1,508
267
84,554
46
47
21 of 53
N:\Finance\Monthend\2015\0215\Income Statement - ORG 02150215
27 of 53
D
C
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
A
M
M
A
M
A
M
A
M
M
M
A
M
A
C
B
12
12
12
12
12
12
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
12
12
26
26
24
24
26
26
26
26
24
24
24
26
26
12
12
12
12
12
26
12
12
12
12
E
REGION 1
Achievekids
Achievekids - Agency
American Red Cross Blood Services Northern California Region
American Red Cross Blood Services Northern California Region - Agency
Campbell Union High School District
Campbell Union High School District - Agency
City of East Palo Alto
City of East Palo Alto - Agency
City of Menlo Park
City of Menlo Park - Agency
City of Mountain View
City of Mountain View - Agency
City of Palo Alto
City of Palo Alto - Agency
City of Redwood City
City of Redwood City - Agency
City of San Mateo
City of San Mateo - Agency
City of Sunnyvale
City of Sunnyvale - Agency
Community Solutions
County - San Mateo
County - San Mateo - Agency
County - Santa Clara
County - Santa Clara - Agency
Court - San Mateo County
Court - San Mateo County - Agency
Court - Santa Clara County
Court - Santa Clara County - Agency
Cupertino Union School District
Cupertino Union School District - Agency
Gardner Family Care Corporation
Gardner Family Care Corporation - Agency
Hope Services
Hope Services - Agency
Housing Authority of the County of Santa Clara
Housing Authority of the County of Santa Clara - Agency
Humane Society of Silicon Valley
Humane Society of Silicon Valley - Agency
Law Foundation of Silicon Valley
Law Foundation of Silicon Valley - Agency
MACSA, Inc
Momentum for Mental Health
Momentum for Mental Health - Agency
Morgan Hill Unified School District
Morgan Hill Unified School District - Agency
Orchard School District
Orchard School District - Agency
Peninsula Jewish Community Center
Rebekah Children's Services
San Andreas Regional Center
San Andreas Regional Center - Agency
Santa Clara COE
Santa Clara COE - Agency
N:\Finance\Monthend\2015\0215\Per Capita Analysis 02152015
A
B
1
2 County Office
SCC
SJC
3
SCC
SJC
4
SCC
SJC
5
SCC
SJC
6
SCC
SJC
7
SCC
SJC
8
SCC RWC
9
10 SCC RWC
11 SMC RWC
12 SMC RWC
13 SCC RWC
14 SCC RWC
15 SCC RWC
16 SCC RWC
17 SMC RWC
18 SMC RWC
19 SMC RWC
20 SMC RWC
21 SCC RWC
22 SCC RWC
SJC
23 SCC
24 SMC RWC
25 SMC RWC
SJC
26 SCC
SJC
27 SCC
28 SMC RWC
29 SMC RWC
SJC
30 SCC
SJC
31 SCC
SJC
32 SCC
SJC
33 SCC
SJC
34 SCC
SJC
35 SCC
SJC
36 SCC
SJC
37 SCC
SJC
38 SCC
SJC
39 SCC
SJC
40 SCC
SJC
41 SCC
SJC
42 SCC
SJC
43 SCC
SJC
44 SCC
SJC
45 SCC
SJC
46 SCC
SJC
47 SCC
SJC
48 SCC
SJC
49 SCC
SJC
50 SCC
51 SMC RWC
SJC
52 SCC
SJC
53 SCC
SJC
54 SCC
SJC
55 SCC
SJC
56 SCC
1 of 4
Jan-15
97
1
47
1
63
2
23
11
86
204
106
52
384
270
216
18
115
68
35
8
146
884
669
8,272
1,028
128
46
508
7
174
17
127
14
77
83
50
12
17
11
51
2
258
8
24
2
57
79
209
8
765
524
F
Feb-15
92
2
62
2
28
6
84
194
113
47
382
271
214
20
111
67
33
8
146
832
672
8,102
1,070
127
48
497
5
177
15
132
13
80
80
49
12
15
10
52
3
249
8
24
2
80
208
11
-
G
SEIU Local 521
Per Capita Analysis
Mar-15
H
Apr-15
I
May-15
J
Jun-15
K
Jul-15
L
Aug-15
M
Sep-15
N
Oct-15
O
Nov-15
P
Dec-15
Q
3/13/2015
AVERAGE
95
2
24
1
63
2
26
9
85
199
110
50
383
271
215
19
113
68
34
8
146
858
671
8,187
1,049
128
47
503
6
176
16
130
14
79
82
50
12
16
11
52
3
254
8
24
2
29
80
209
10
383
262
R
DOCUMENT # 5
28 of 53
C D
E
B C
26 M Santa Clara Valley Transportation Authority
26 A Santa Clara Valley Transportation Authority - Agency
24 M Starlight Community Services
REGION 2
24 M Chamberlain's Children Center
26 M CHISPA Housing Management Inc
26 M City of Greenfield
26 A City of Greenfield - Agency
26 M City of Hollister
26 A City of Hollister - Agency
26 M City of King City
26 A City of King City - Agency
12 M City of Salinas
12 A City of Salinas - Agency
26 M City of Santa Cruz
26 A City of Santa Cruz - Agency
12 M City of Scotts Valley
12 A City of Scotts Valley - Agency
26 M City of Soledad
26 A City of Soledad - Agency
24 M City of Watsonville
24 A City of Watsonville - Agency
12 M Community Bridges
12 A Community Bridges - Agency
12 M County - Monterey
12 A County - Monterey - Agency
26 M County - San Benito
26 A County - San Benito - Agency
26 M County - Santa Cruz
26 A County - Santa Cruz - Agency
12 M Court - Monterey County
12 A Court - Monterey County - Agency
26 M Court - San Benito County
26 A Court - San Benito County - Agency
26 M Court - Santa Cruz County
26 A Court - Santa Cruz County - Agency
12 M Encompass CS
12 A Encompass CS - Agency
12 M Housing Authority of the County of Monterey
12 A Housing Authority of the County of Monterey - Agency
26 M MAOF
26 A MAOF - Agency
12 M Monarch Services
26 M Monterey Bay Unified Air Pollution Control District
26 A Monterey Bay Unified Air Pollution Control District - Agency
12 M MV Public Transportation
26 M Salud Para la Gente Inc
26 M San Benito County Water District
26 A San Benito County Water District - Agency
12 M San Lorenzo Valley Unified School District
12 A San Lorenzo Valley Unified School District - Agency
26 M Santa Cruz County Regional Transportation Commission
26 A Santa Cruz County Regional Transportation Commission - Agency
26 M Santa Cruz Metro
26 A Santa Cruz Metro - Agency
N:\Finance\Monthend\2015\0215\Per Capita Analysis 02152015
A
B
2 County Office
SJC
57 SCC
SJC
58 SCC
SJC
59 SCC
60
SNS
61 SBC
SNS
62 MRY
63 MRY
SNS
SNS
64 MRY
SNS
65 SBC
SNS
66 SBC
SNS
67 MRY
SNS
68 MRY
SNS
69 MRY
SNS
70 MRY
SCR
71 SCR
SCR
72 SCR
SCR
73 SCR
SCR
74 SCR
SNS
75 MRY
SNS
76 MRY
SCR
77 SCR
SCR
78 SCR
SCR
79 SCR
SCR
80 SCR
SNS
81 MRY
SNS
82 MRY
SNS
83 SBC
SNS
84 SBC
SCR
85 SCR
SCR
86 SCR
SNS
87 MRY
SNS
88 MRY
SNS
89 SBC
SNS
90 SBC
SCR
91 SCR
SCR
92 SCR
SCR
93 SCR
SCR
94 SCR
SNS
95 MRY
SNS
96 MRY
SNS
97 MRY
SNS
98 MRY
SCR
99 SCR
SNS
100 MRY
SNS
101 MRY
SNS
102 MRY
SCR
103 SCR
SNS
104 SBC
SNS
105 SBC
SCR
106 SCR
SCR
107 SCR
SCR
108 SCR
SCR
109 SCR
SCR
110 SCR
SCR
111 SCR
40
30
14
32
5
8
2
86
100
452
186
22
25
48
4
102
10
2,098
748
113
97
1,419
108
84
37
11
10
90
77
15
56
3
102
5
21
24
4
141
10
1
99
5
11
94
1
43
29
14
30
5
9
2
85
103
471
177
22
25
50
3
102
10
2,077
756
118
101
1,454
107
84
38
11
10
91
79
15
55
3
104
5
22
24
5
139
10
1
11
96
1
2 of 4
G
Feb-15
247
4
53
F
Jan-15
243
6
52
SEIU Local 521
Per Capita Analysis
H
Mar-15
I
Apr-15
J
May-15
K
Jun-15
L
Jul-15
M
Aug-15
N
Sep-15
O
Oct-15
P
Nov-15
Q
Dec-15
3/13/2015
42
30
14
31
5
9
2
86
102
462
182
22
25
49
4
102
10
2,088
752
116
99
1,437
108
84
38
11
10
91
78
15
56
3
103
5
22
24
5
140
10
1
50
3
11
95
1
R
AVERAGE
245
5
53
DOCUMENT # 5
29 of 53
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
BFL
BFL
BFL
BFL
BFL
BFL
HJO
HJO
VIS
BFL
BFL
BFL
BFL
BFL
BFL
BFL
BFL
HJO
MAR
MAR
STA
STA
TUO
MAR
MAR
MER
MER
STA
STA
FAT
FAT
FAT
MAD
MAD
FAT
FAT
MAD
MAD
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
FAT
KER
KER
KER
KER
KER
KER
KIN
KIN
TUL
KER
KER
KER
KER
KER
KER
KER
KER
KIN
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
26
24
26
26
26
26
26
26
12
12
26
26
12
12
12
26
24
24
12
12
12
12
12
12
26
26
24
12
12
26
26
12
12
M
A
M
A
M
A
M
A
M
M
M
M
A
M
A
M
A
M
M
M
A
M
A
M
A
M
M
M
A
M
M
A
M
M
A
M
A
M
A
M
A
M
A
M
M
A
M
A
M
A
E
REGION 3
County - Mariposa
County - Mariposa - Agency
County - Stanislaus
County - Stanislaus - Agency
County - Tuolumne
Court - Mariposa County
Court - Mariposa County - Agency
Golden Valley Health Center
Golden Valley Health Center - Agency
Salida Union School District - Headstart
Salida Union School District - Headstart - Agency
REGION 4
Central California Legal Services
City of Coalinga
City of Coalinga - Agency
Community Action Partnership of Madera
Community Action Partnership of Madera - Agency
County - Fresno
County - Fresno - Agency
County - Madera COMPA
County - Madera SEMC
Court - Fresno County
Court - Fresno County - Agency
Dental Source
FASTA
FASTA - Agency
First Student
Fresno Housing Authority
Fresno Housing Authority - Agency
Fresno Unified School District
Fresno Unified School District - Agency
Riverdale Unified School District
Riverdale Unified School District - Agency
REGION 5
Bear Valley Community Services District
Bear Valley Community Services District - Agency
City of Arvin
City of Arvin - Agency
City of Bakersfield
City of Bakersfield - Agency
City of Hanford
City of Hanford - Agency
City of Lindsay
City of Shafter
City of Taft
City of Wasco
City of Wasco - Agency
Community Action Partnership of Kern
Community Action Partnership of Kern - Agency
County - Kern
County - Kern - Agency
County - Kings
A
B
C D
County Office B C
SCC
SCR 12 M Soquel Creek Water District
SCR
SCR 26 M YWCA of Watsonville
N:\Finance\Monthend\2015\0215\Per Capita Analysis 02152015
2
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
3 of 4
22
2
19
2
509
241
105
28
7
13
13
38
9
250
39
2,812
2,111
23
43
20
8
71
49
2,719
1,207
55
19
224
34
3
321
425
204
91
26
476
87
51
8
137
81
474
50
19
8
461
15
31
3
F
Jan-15
12
12
19
3
20
2
501
259
105
30
7
13
12
39
9
261
40
2,814
2,143
23
42
20
8
70
43
2,759
1,199
68
20
217
32
3
289
337
200
89
28
481
116
50
8
139
81
482
50
19
8
476
15
31
3
G
Feb-15
14
11
SEIU Local 521
Per Capita Analysis
H
Mar-15
I
Apr-15
J
May-15
K
Jun-15
L
Jul-15
M
Aug-15
N
Sep-15
O
Oct-15
P
Nov-15
Q
Dec-15
3/13/2015
21
3
20
2
505
250
105
29
7
13
13
39
9
256
40
2,813
2,127
23
43
20
8
71
46
2,739
1,203
62
20
221
33
3
305
381
202
90
27
479
102
51
8
138
81
478
50
19
8
469
15
31
3
R
AVERAGE
13
12
DOCUMENT # 5
30 of 53
M
A
M
M
M
M
A
12
12
12
12
26
12
12
12 M
26 M
12 M
D
C
M
A
M
A
M
A
M
A
M
M
A
M
A
M
M
M
M
A
M
M
M
C
B
26
26
26
26
26
26
26
26
12
26
26
26
26
26
24
26
26
26
12
12
12
E
County - Tulare
County - Tulare - Agency
Court - Kern County
Court - Kern County - Agency
Court - Kings County
Court - Kings County - Agency
Court - Tulare County
Court - Tulare County - Agency
Edison Elementary School District
Kern County Water Agency
Kern County Water Agency - Agency
Kern Regional Center
Kern Regional Center - Agency
Kings Community Action Organization
Lindsay-Strathmore Irrigation District
North Kern Cemetery District
Public Cemetery District #1
Public Cemetery District #1 - Agency
Standard School District
Student Transportation of America
Taft Union High School District
REGION 6
IHSS Consortium
IHSS Consortium - Agency
IHSS San Mateo
IHSS Santa Clara
Institute on Aging/Older Adults Care Management
Pathways Continuous Care
Pathways Continuous Care - Agency
REGION OTHER
Child Care Providers United California
Local 521 Staff & Officers
Retired Members Chapter (521)
N:\Finance\Monthend\2015\0215\Per Capita Analysis 02152015
204
A
B
2 County Office
VIS
167 TUL
VIS
168 TUL
BFL
169 KER
BFL
170 KER
HJO
171 KIN
HJO
172 KIN
VIS
173 TUL
VIS
174 TUL
BFL
175 KER
BFL
176 KER
BFL
177 KER
BFL
178 KER
BFL
179 KER
HJO
180 KIN
VIS
181 TUL
BFL
182 KER
BFL
183 KER
BFL
184 KER
BFL
185 KER
VIS
186 SBA
BFL
187 KER
188
189 SMC RWC
190 SMC RWC
191 SMC RWC
SJC
192 SCC
SJC
193 SCC
194 SCC RWC
195 SCC RWC
196
SJC
197 SCC
SJC
198 SCC
SJC
199 SCC
200
201
202
203
Total Count
Total Members
Total Agency Fee Payers
4 of 4
53,710
44,023
9,687
485
33
660
23
13
2,390
10,832
151
62
71
F
Jan-15
826
603
249
115
48
5
157
12
16
24
25
132
9
13
2
3
3
43
31
25
51,726
42,551
9,175
438
32
354
22
17
2,342
10,688
161
56
60
G
Feb-15
886
630
271
98
48
6
156
16
18
24
26
135
9
13
2
3
43
31
24
SEIU Local 521
Per Capita Analysis
-
-
H
Mar-15
-
-
I
Apr-15
-
-
J
May-15
-
-
K
Jun-15
-
-
L
Jul-15
-
-
M
Aug-15
-
-
N
Sep-15
-
-
O
Oct-15
-
-
P
Nov-15
-
-
Q
Dec-15
3/13/2015
52,718
43,287
9,431
462
33
507
23
15
2,366
10,760
156
59
66
R
AVERAGE
856
617
260
107
48
6
157
14
17
24
26
134
9
13
2
2
3
43
31
25
DOCUMENT # 5
31 of 53
THIS SHEET IS INTENTIONALLY LEFT BLANK
32 of 53
April Organizing Report
By: Catherine Balbas
CALIFORNIA CHILD CARE CAMPAIGN:
The California Child Care team has kept busy preparing for membership blitzes and April
lobby days in Sacramento at the Capitol. The statewide Childcare team will be lobbying in
support of our new child care bill on April 29, 2015 in Sacramento.
Additionally, to prepare for the possibility of the Bill being signed by the Governor, three
blitzes have been scheduled to move and organize providers in areas where we have
opportunity for growth. We have organized over 25 additional providers in March. In order
to help maintain membership, 521 is working on setting up electronic dues sign ups as well.
And we are looking to implement this new program in the coming weeks. Lladira Baez is
the coordinator and Norma Barragan lead organizer on this campaign.
Additionally, to prepare for the possibility of the Bill being signed by the Governor, three
blitzes have been scheduled to move and organize providers in areas where we have
opportunity for growth. We have organized over 15 additional providers in February. In
order to help maintain membership, 521 is working on setting up electronic dues sign ups
as well. And we are looking to implement this new program in the coming weeks. Lladira
Baez is the coordinator and Norma Barragan lead organizer on this campaign.
CLINICS:
Local 521 Organizers and researchers are working with the California Public Organizing
Project (POP) to strategize organizing clinics statewide. We are exploring methods to tie
clinic organizing in with the Fight for 15 and a Union as well. The POP team has assigned
a dedicated researcher to this work and are working with Locals 1021 and 721 on this
project. The POP team is exploring different organizing models for this campaign with the
assistance of SEIU International staff. Our clinic members are also engaging in the Fight
for 15 campaign. A clinic member is speaking at our 4-15 rally in San Jose and our clinic
members will be marching in the Berkeley action under a banner reading "15 for better
health. External Organizer Cesar Mata is assigned to this project along with Pearson Woods
as the coordinator. Research Director Albert Carlson and Researcher Caitlin Grandison are
also working on this project.
FIGHT for 15 and a Union (FF15):
The FF15 campaign is planning major actions at key locations throughout the country on
April 15, 2015. On April 15th we will have an action with fast food workers in San Jose and
in Fresno which will feed into the bigger action in Berkeley later that afternoon. There
33 of 53
will be buses coming from Fresno and San Jose to the Berkeley action. We encourage all
members to participate. Stay tuned for more details as they become available. External
Organizer Greg Batiste is assigned to this project and Pearson Woods as the coordinator.
Member organizing staff Jenny Garibay and Member organizing chair Jennifer Jensen are
assisting with turnout. Political Organizers Brian O'Neill and Mai Thao are also working on
this project.
STAFF RECRUITMENT:
The Local 521 external organizing team will have four new Organizers in Training (OIT)
starting in the coming weeks. This new OITs passed the screening that was held in San
Jose.
Applicants for external organizing positions were screened by the international and offered
positions. Those that pass the background checks will be hired by the international and
assigned to our Local for possible future recruitments.
Coordinator Pearson Woods is responsible for staff recruitment.
MEMBER ORGANIZING PROJECT:
Member Organizing Chair Jennifer Jensen and dedicated Member Organizing staff Jenny
Garibay have focused on the Fight for 15 action in April 15 and the Child Care lobby day on
April 29 this past month. They have assisted with planning and have had key roles in
turnout for both of these important events.
34 of 53
March 2015
Information Technology Report
By: Don Brown, Information Technology Director
1. Video conference report: After the switch was replaced for video conference
equipment in the Fresno we have seen very minimal packet loss and the VC
equipment for Fresno has been providing a reliable connection between offices.
SEIU and the rest of the VC community are still experiencing spammers dialing
into random VC sites. The “Do Not Disturb” function that I.T. has placed on the
VC equipment’s home page is still a viable solution that stops the equipment that
the Spammers use to auto dial VC sites from interrupting our meetings. I also
provided this solution with our brother/sister union SEIU local 1021 to assist
Local 1021 in having interruption free VC meetings as well.
2. Virus break out: SEIU Locals 521 I.T. department has been successful in
stopping and removing spread of viruses that have been infecting the www.
Internet and the networks attached. I.T. remains diligent on making sure SEIU
Local 521 remains virus free.
3. Help Desk: In the month of March the Information Technology Department
successfully closed 407 Information Technology Trouble requests from all L521
staff.
4. Server updates and network security Patches: All the servers and network
have been updated with all the latest security updates and patches and are
monitored and configured for health and the security of our data / network.
5. Backups: Monitored and configured all the servers’ backups to be performed
and monitored for disaster recovery on one central system. Our servers hold
mass amounts of data over long periods of time that is irreplaceable. I.T. is
managing and making sure a disaster recovery program is in place and up to
date.
6. Network printer installed: I.T. Set up a new network copier / printer in the
Fresno office.
35 of 53
THIS SHEET IS INTENTIONALLY LEFT BLANK
36 of 53
SEIU Local 521
PACE and PAC
as of March 31, 2015
Issues
Bank Balance as of 2/28/15
$
Outstanding Deposits: Mar
5,764.94
10,618.00
Outstanding Motions:
Membership at Kern Medical Center
12.7.13-B3
5,158.39
Available Funds - PACE
Available Funds - PAC
452.06
10,772.49
0.00
Candidates
Bank Balance as of 2/28/15
$ 105,702.76
Outstanding Deposits: Feb, Mar
21,655.00
Outstanding Motions:
Kevin Mullin
Rich Gordon
Bob Wieckowski
Paul Fong
Mark Stone
Luis Alejo
Jerry Hill
Bill Monning
Carol Groom for Supervisor 2014
Toni Atkins for State Assembly 2014
Evan Low for Assembly 2014
Kansen Chu for Assembly 2014
Tim Orozco for SJC Council District 4 2015
Santa Clara Democratic Party (Jefferson/Jackson)
MBCLC COPE Awards Dinner
Jesus "Chuy" Garcia for Mayor of Chicago
Neighbors for Tim Orozco for SJC Council District 4
12.7.13-B2
12.7.13-B2
12.7.13-B2
12.7.13-B2
12.7.13-B2
12.7.13-B2
12.7.13-B2
12.7.13-B2
4.22.14-B2
7.22.14-B2
10.28.14-B3
10.28.14-B5
2.24.15-B1
2.24.15-B2
3.28.15-B3
3.28.15-B4
3.28.15-B5
750.00
1,000.00
1,500.00
1,500.00
2,500.00
1,250.00
1,000.00
2,500.00
1,000.00
2,500.00
1,000.00
1,000.00
500.00
500.00
3,000.00
2,500.00
500.00
Available Funds - PACE
Available Funds - PAC
Available Funds - RETIREE
240.86
94,765.90
7,851.00
0.00
Independent Expenditures
Bank Balance as of 2/28/15
$
Outstanding Deposits: None
33,682.57
-
Outstanding Motions:
Ed Mitchell for Supervisor
Polling for Monterey County BOS District 2
Committee fo Elect Ed Mitchell for Supervisor 2014
Reimbursement to GF - Ed Mitchell In-Kind
Available Funds - PACE
Available Funds - PAC
3.22.14-B6
3.22.14-B8
8.26.14-B8
3.28.15-B6
603.90
10,000.00
4,203.14
7,185.12
175.00
11,515.41
0.00
37 of 53
N:\Finance\Monthend\2015\0315\PAC & PACE 0315Mar
1 of 1
THIS SHEET IS INTENTIONALLY LEFT BLANK
38 of 53
SEIU Local 521 Officers’ Meeting Motion
* Motion Letter: B
Date: April 28, 2015
Motion Title: Political Consent Agenda - (pages 39-40)
The Following Items have been placed on the CONSENT AGENDA for approval without
discussion. If you wish discussion pull the item from the CONSENT AGENDA –
NO Motion is required to remove an item from the Consent Agenda.
Political Motions:

B/1 – Contribution to Jefferson/Jackson Dinner for Retirees - $625 – Candidates’
Account - (pages 41-42)

B/2 – Contribution to Jim Beall for Senate 2016 - $2,000 – Candidates’ Account (pages 43-44)
* Motion B:
To approve as presented ALL Motions on the Political Consent
Agenda EXCEPT those pulled and listed below which will be held for discussion
and approval or denial:
Follow Up:
Moved by:__________________________ __ Second :____________________________
Pulled:______________________________________________________________
Votes in Favor:____________ Votes Opposed:____________ Abstentions:_____________
Motion: Carries 
Fails:

Tabled Until:  Date:_________
Signatures
____________________________________________
LB:kns SEIU 521 CTW/CLC
39 of 53
THIS SHEET IS INTENTIONALLY LEFT BLANK
40 of 53
SEIU Local 521 Officers’ Motion
Motion Number: B/1
Date: April 28, 2015
Motion Title: Contribute to Jefferson/Jackson Dinner (Santa Clara Democratic
Party COPE Fundraiser)
Recommended By: Santa Clara Retiree Chapter
Background:
This year the Santa Clara County Democratic Party will hold their 22nd Annual Jefferson
Jackson Dinner. The dinner will be held on Friday, April 24th, 2015 at the San Jose
Fairmont Hotel.
The guest speaker is to be announced. The contributions are to be used for Democratic
endorsed candidates. UDC State Account (FPPC ID #871053) to be used in connection
with nonfederal elections.
.Motion: To contribute $625 from the Retirees’ candidates account for 5
retiree seats to attend the Annual Jefferson/Jackson Dinner on Friday April
24th, 2015.
Make the check payable to UDC FPPC ID #871053
Address:
Santa Clara County United Democratic Campaign,
2901 Moorpark Drive, Suite 110, San Jose, CA 95128
Follow Up:
Moved by:___________________________ __ Second :___________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Votes in Favor:__________ Votes Opposed:_______
Motion: Carries 
Fails:

Abstentions:_______
Tabled Until:  Date:_________
Signatures
____________________________________________
LB:kns SEIU 521 CTW/CLC
41 of 53
THIS SHEET IS INTENTIONALLY LEFT BLANK
42 of 53
SEIU Local 521 Officers’ Motion
Motion Number: B/2
Date: April 28, 2015
Motion Title: Contribute to Jim Beall for Senate for 2016 - $2,000 from the
Candidate PAC
Recommended By: Santa Clara San Benito COPE Committee
Background:
Jim Beall is a long-time champion for working families, people with disabilities, foster
care children and adults, and numerous other causes that SEIU 521 supports. Santa
Clara County has known Senator Beall since his days a San Jose City councilmember,
and after being term out County supervisor. When Senator Beall was termed out as a
Supervisor, he ran and won a seat on the Assembly and in 2012 won the redistricted
seat for California Senate. In every office that he served, he has always supported SEIU
521 and is known as a champion of ours. His first term as Senator is up in 2016 and
he’s doing a fundraiser for his next campaign. Senator Beall has been that ally that we
can count on for his entire term as senator.
Motion:
2016.
To contribute from the Candidates Account $2,000 to Jim Beall for Senate
Make the check payable to: Jim Beall for Senate for 2016
Address:
15th Senate District, 1127 11th Street, Suite 331, Sacramento, CA 95814
Follow Up:
Moved by:___________________________ __ Second :___________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Votes in Favor:__________ Votes Opposed:_______
Motion: Carries 
Fails:

Abstentions:_______
Tabled Until:  Date:_________
Signatures
____________________________________________
LB:kns SEIU 521 CTW/CLC
43 of 53
THIS SHEET IS INTENTIONALLY LEFT BLANK
44 of 53
Karen Summers
From:
Sent:
To:
Subject:
Luisa Blue
Thursday, April 09, 2015 1:17 PM
Karen Summers
Fwd: Thank You for Your Support
Please print April Verrett's email for the officers' packet.
Sent from my iPad
Begin forwarded message:
From: April Verrett <[email protected]>
Date: April 9, 2015 at 3:31:10 PM EDT
To: Keith Kelleher <[email protected]>
Subject: Thank You for Your Support
Sisters and brothers Keith and I are writing you today not just to thank you for the generosity you've shown to the people of
Chicago and our members - but to thank you for being partners in a union that is helping to build a real
movement for justice not just in our city but in cities across the country.
On October 27th, 2014, Jesus "Chuy" Garcia announced his candidacy for Mayor of Chicago. It's hard for
us to remember that far back - these past five months have been a blur, of staying on phones and
knocking on doors, of rallying our members and our partners in this movement, of crossing the city from
130th Street to Howard Street, from Lake Michigan to Harlem Avenue. In October, no one thought we
would be where we are today - and that's a testament to the kind of support we've been so touched to
receive from our SEIU family across the country. We have been building this movement, and were able
to create a kind of hope that Chicago hasn't seen in decades - and you helped us do that.
We want to make sure you know that while Chuy lost the mayor's race Tuesday night, Chicago's
movement for justice is in a stronger place today than it was two days ago - thanks to you. All seven of
our City Council Progressive Caucus champions have won re-election, and are being joined by at least
three new colleagues - real leaders in our communities, fighting on our issues, accountable to our
members. Rahm built a war chest of over thirty million dollars - dollars he was forced to use to reinvent
himself and to tear down Chuy, dollars he was not able to use to reshape city council in his own image.
Our side is growing stronger, and our city will be a better place for that. You helped us do that.
And United Working Families, a new independent political organization founded by a coalition of
progressive labor and community groups, is in a position to create more change in our city and state in
the future. There's more to come, and UWF is growing - you helped us do that.
We are so grateful to know that solidarity in SEIU is what binds us together - and know that the
members, leaders and staff of HCII stand ready to help in the fights that your locals face across the
country. We are stronger together, and together we will win.
In Unity,
April and Keith
1
45 of 53
PS - Here are a couple if articles from the Nation that does the campaign justice.
Day after from John Nichols: http://www.thenation.com/blog/203777/chicagos-chuy-garcia-lostelection-won-movement
Day before from Micah Uetricht: http://www.thenation.com/article/203673/meet-rahm-emanuelsother-election-day-challenger
_______________
_____________________________
April D. Verrett
SEIU Healthcare Illinois and Indiana
Executive Vice President
2229 South Halsted Street, Chicago, Illinois 60608
Direct line - 312.980.9042 \ Switchboard - 312.980.9000 \ Fax - 312.784.3176
[email protected]
" Power at its best is love implementing the demands of justice. Justice at its best is power
correcting everything that stands against love."
- Dr. Martin Luther King, Jr.
2
46 of 53
April 15, 2015 Nationwide Fight for $15 Clips “In the Fight for $15, unions are helping to organize on a community basis, a group of workers who are on the fringe of the economy. It’s not about union members protecting themselves. It’s about moving other people up. This is the whole civil rights movement all over again.” ‐‐Clark University Professor Gary Chaison in the Guardian 1
47 of 53
Top Clips PoliticalImpact
In Test for Unions and Politicians, a Nationwide Protest On Pay The New York Times Noam Scheiber 15 April 2015 Wage Effort Poses Test for Clinton Campaign The New York Times Noam Scheiber 13 April 2015 The Push for Higher Wages is Starting to Look Like a Real Movement The Washington Post Paul Waldman 15 April 2015 Low Wage Workers Are Storming the Barricades TIME Rana Foroohar 15 April 2015 Low‐Wage Workers’ Massive Show of Strength MSNBC Zachary Roth 15 April 2015 Top Strike‐Day News Stories Pay Fight: Workers Take to The Streets to Demand $15 Minimum Wage
Nightly News
Lester Holt
15 April 2015 Lead‐in: “Another issue that’s already making its way into the presidential campaign: high wages for hourly employees.” Fast‐Food Strikes Widen Into Social‐Justice Movement USA Today Bruce Horovitz 15 April 2015 Fight for $15 Swells Into Largest Protest by Low‐Wage Workers in US History The Guardian Steven Greenhouse and Jana Kasperkevic 15 April 2015 2
48 of 53
Campaign to Begin For A $15 Minimum Wage In D.C. The Washington Post Aaron C. Davis 15 April 2015 Fast‐Food Workers: Why More Strikes Over $15 Minimum Wage AP Candice Choi 15 April 2015 Fast‐Food Workers Rally in 230 Cities Seeking Higher Pay Bloomberg Business Craig Giammona and Leslie Patton 15 April 2015 Top Public Assistance Clips Working, but Needing Public Assistance Anyway The New York Times Patricia Cohen 12 April 2015 Get a Job? Most Welfare Recipients Already Have One The Wall Street Journal Eric Morath 13 April 2015 Low‐Wage Workers Annually Cost Taxpayers $153 Billion in Public Assistance, New Report Says
Kansas City Star Lewis Diuguid
15 April 2015 Top Op‐Eds Why the Home Care Wage Fight Matters CNN Mary Kay Henry 15 April 2015 Here's What the Fight for $15 Strikers Have in Common With You Huffington Post Mary Kay Henry 15 April 2015 Americans Are Spending $153 Billion a Year to Subsidize McDonald’s and Wal‐Mart’s Low Wage Workers Washington Post
Ken Jacobs 3
49 of 53
15 April 2015 “It’s killing me to ask my mom for help”: The heartbreaking cost of a life at McDonald’s
Salon
Anthony Fambrough
15 April 2015
How Tasharro Harris, a Child‐Care Worker Who Can’t Afford Her Own Child Care, Does It The New York Times Tasharro Harris and Kj Dell'antonia 15 April 2015 What It's Really Like To Support Yourself on McDonald's Pay Refinery29 Adriana Alvarez 15 April 2015 Top Local Clips Workers to Rally for $15 an Hour — and Even $15K The Kansas City Star Diane Stafford 15 April 2015 San Jose and Oakland Fast‐Food Workers Join Protest for $15‐An‐Hour Wages Contra Costa Times Mark Gomez 15 April 2015 Minimum Wage Workers Take to Streets to 'Fight for $15' The Los Angeles Times David Kelly 15 April 2015 'Fight for $15' Movement Takes To the Streets on Tax Day, Calling For Better Pay The New York Daily News Caitlin Nolan and Thomas Tracy 15 April 2015 Students, Adjunct Professors Rally for Higher Wages The Chicago Tribune Alejandra Cancino 15 April 2015 4
50 of 53
51 of 53
52 of 53
Officers’ Installation Obligation
“I, (name) ___________________, accept my responsibility as an
elected officer of the Service Employees International Union, and I
pledge that I will faithfully observe the Constitution and Bylaws of the
Service Employees International Union.
“I pledge that I will provide ethical, responsible leadership,
representing our members, and organizing new workers to build
power to win for all.
“I pledge to make the growing gap between the rich and everyone
else the problem of our time, to inspire and support workers
everywhere who are ready to take collective action to lift wages and
create family-sustaining jobs, to elect political leaders on the side of
the 99% and to hold them accountable when they support politics that
benefit the 1%.
“I agree to defend the principles of trade unionism.
“I will not knowingly wrong a member or see a member wronged if it
is in my power to prevent it.
“I pledge to exercise leadership based on the SEIU standards of:
 Shared unity of purpose;
 Openness to questions and willingness to learn;
 Acting with the courage of our convictions;
 Working together with accountability; and
 Commitment to inclusion.
“I believe in and will fight for the SEIU vision of a just society where
all workers are valued and people respected, where all families and
communities thrive, and where we leave a better and more equal
world for generations to come.”
53 of 53