Full Executive Board Meeting, June 28-29

Transcription

EXECUTIVE BOARD MEETING AGENDA
June 28 & 29, 2014, Start Time: 9:00am (with Regional Meetings) on Saturday and
8:30am on Sunday if necessary
Call to Order – Gwyn Harshaw, President – 9:30AM – Open Forum Meeting starts at 10:00am.
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 10:15 whichever comes sooner. If members arrive before 10:15 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 Executive Board Meeting Open Forum Issues and other pertinent
issues:
1.
Food Issue will be discussed later in the meeting - (pages 127-134)
FIXED TIME ITEMS:
1.
Fixed Time Item – Saturday – 9:00-9:30am – Region Meetings
Regional Meeting Packets - (Light Blue Legal Documents – Regional Meetings Packet)
Member vs Non-Member Analysis by Chapter:
Member Participation
Leaders
Certified Stewards
Stewards
Members/Non-Members
Member Counts
2.
Fixed Time Item – Saturday – 9:30-10:00 Report Back to Executive Board from Region
Meetings
3.
Fixed Time Item – Saturday – 10:00-10:15am – Open Forum
4.
Fixed Time Item – Saturday – 10:20-10:45am – Motion I - Appointment Process for
Region 6 VP and Swearing in - (pages 5-14; last page of packet - 159)
5.
Fixed Time Item – Saturday – 10:45-11:45am – Harris vs Quinn Update and “Who is
Behind the Right to Work Committee” - (pages 15-20)
6.
Fixed Time Item – Saturday – 11:45-12:15PM – Basic Framework of August SEIU Local
521 Convention - (Bright Yellow Document - Advanced Leadership Training Summary; Beth Thomas)
7.
Fixed Time Item – Saturday – 12:15-1:15pm Lunch – Please allow the Officers and Beth
Thomas to get their lunch first!
8.
Fixed Time Item – Saturday – During Lunch Break – Trustees Meeting and Officers
Executive Session for CWA Grievances
9.
Fixed Time Item – Saturday – 1:15-1:30pm – Blong Xiong, Fresno BOS Candidate to
Address Board
10.
Fixed Time Item – Saturday – 6:00-6:30pm – Dinner
11.
Agenda Items will be moved to accommodate fixed time items.
THIS SHEET IS INTENTIONALLY LEFT BLANK
OPEN FORUM, ROLL CALL & ANNOUNCEMENTS:
10:00AM – Open Forum
10:15AM – Pledge of Allegiance to the Flag
10:18AM – Quorum determined - (Karen N.)
Executive Session During Lunch regarding CWA Grievances
Diana Calderon has resigned from the Executive Board - (pages 21-22)
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 23-24)
1. Approval of Executive Board Meeting Minutes – March 22, 2014 - (pages 25-34)
2. Concurrence of Officers’ Email Poll – Connie Leyva for State Senate District 20 $1,000 Candidate PAC
3. Concurrence of Officers’ Email Poll – $500 Retirees Political Chapter Funds for
CA Seniors 2014 Aging Policy Conference
4. Budget & Finance Committee Report of June 18, 2014 and Financials – April
2014 - (pages 35-50 and Salmon Documents with April Financials – separate from packet)
5. Good & Welfare Committee Expenditures Report –
May Donations – $500 to Roland Muniz of Fresno County
June Donations - $500 to the Fresno Housing Education Corp., Inc.
Any Requests for Assistance – please send them to both RoseAnn
Dominguez at [email protected] and Karen Summers at [email protected]
Items Pulled from the Consent Agenda or the Report Consent Agenda
Pulled Items from the Consent Agenda
Pulled Items from the Report Consent Agenda
3. Other Oral Reports
1.
2.
Written Reports & Correspondence Requiring no Action by the Officers – They may be
pulled for discussion if desired.
1.
Officers’ Reports
1st Vice President Report – (oral)
Regional VP Reports
Region 1 - (pages 51-52)
Region 3 - (none)
Region 4 - (none)
Tulare County Article - (Green Documents – separate from packet)
Tulare County Bargaining Article - (Green Documents – separate from packet)
Region 6 - (none)
2.
3.
4.
5.
6.
7.
8.
9.
10.
Education and Training Report - (none)
Organizing Report - (pages 63-66)
Communications Report - (none)
IT Report - (pages 67-68)
Admin/Building Report - (pages 69-72)
PAC/PACE Totals Report - (pages 73-74)
Trustee Report - (pages 75-76)
Industry, Caucus and Committee Report
Nurse Alliance Report - (pages 77-80)
Pension Committee Report - (none)
SEJ Committee Report – (none)
AFRAM Report - (pages 81-84)
Latino Caucus Report - (pages 85-86)
APALA Caucus Report - (pages 87-88)
Filipino Farmworkers - (Blue Documents – separate from packet)
Women’s Caucus Report - (none)
Correspondence
SEIU Local 150 – request for assistance - (pages 89-92)
President’s Report: President Gwyn Harshaw - (Oral Report)
1.
SEIU International Ethics and Finance Conference - (Yellow Documents – separate from packet)
Chief Elected Officer Report: Luisa Blue
1.
Any Updates - (oral)
a. BOLD/Rockwood Art of Leadership Training & Retreat
b. SEIU International Executive Board
c. SEIU International Nurse Alliance Leadership Council
d. Immigration Reform & Immigration Association
Motion B – Political Consent Agenda - (pages 93-94)
1.
2.
3.
4.
Political Motions B/1 - (pages 95-96)
SEIU Local 521 Top 5 Political Priorities - (Orchid Documents – separate from packet)
COPE Blitz - (Ivory Documents – separate from packet stapled with Orchid documents on top and bottom)
Results: June Election precinct phone banks – shift goals of members and staff - (Orchid Documents –
separate from packet)
Motion C – Bylaws Consent Agenda - (pages 97-98)
1.
Bylaws Motions C/1 – C/2 - (pages 99-102; Actual Bylaws - Pink Documents on Tables)
New Business
Motion D – Declare Localwide AFRAM Caucus Chair Position Vacant and Authorize
an Election - (pages 103-106)
3. Motion E – Approval of the SEIU Local 521 SEJ Policy – Guidelines (addresses all SEJ
Caucuses and Committee member & vendor reimbursements and expenses) - (pages 107-118
2.
accepted version; 119-124 crossouts & underlined version)
4.
State Federation of California – ALL in to WIN - (Luisa)
Childcare Organizing Campaign Video
Motion F - CA Labor Organize – ALL in to WIN - (pages 125-126; presented by Jennifer Jensen
MOC Chair)
Discussion – Food at Meetings - (pages 127-134)
6. Motion G - Additional Volunteers for Localwide Bylaws Committee - (pages 135-136)
5.
Unfinished Business
Motion H – Process for Member Against Member Complaints - (pages 137-142)
Update of the process for Momentum
Thank you to Bill Ragland and Scott Johnson for their work on the Trial Board for the
Momentum Charges. A decision was reached.
2. Motion J – Recommendations from Investigation into Charges of Irregularities in the
Monterey County Chapter Ratification Vote – Matt Nathanson - (pages 143-146)
3. Update – Localwide Strike and Hardship Committee Rules for Hardship Requests –
1.
4.
5.
(John Gutierrez - Chair, Bill Ragland, RoseAnn Dominguez, Laura Basua, Regina Kane, Alysia
Bonner, Jennifer Jensen, Rachel Subega). – The Committee met on June 17th. They have made
st
some requests for additional information and will meet again on July 1 .
Update – Santa Clara County Incident - Trail Board (Adam Gintz - Chair, Luis Aguilar, Gary
Linsner, Linda Krolnik) – Luisa has asked Kerianne Steele, our attorney to staff this Committee. A
first meeting has been help and a second is set.
Contract Enforcement Department Reports - (pages 147-158)
Informational Items - (none)
Adjournment
LB/kns SEIU 521 CTW/CLC
SEIU Local 521 Executive Board Motion
Motion Number: I
Date: June 28 & 29, 2014
Motion Title: Appoint to the Vacant Region 6 VP Seat
Recommended By: For verification that the process of appoint was performed
Background: The Regional 6 VP has resigned. The process for appointment to the
vacant Region 6 VP Seat was followed.
Motion: To confirm and verify that ______________________________ was duly appointed
to the Vacant Region 6 VP Seat.
Follow Up:
Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Votes in Favor:____________ Votes Opposed:____________ Abstentions:_____________
Motion: Carries 
Fails:

Tabled Until:  Date:_________
Signatures
____________________________________________
LB:kns SEIU 521 CTW/CLC
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Duties of SEIU Local 521 Vice Presidents (SEIU Local 521 Bylaws Article IX Section 8):
The Regional Vice Presidents shall assist the President in affairs of the Local Union and perform
such duties as may be assigned to them by the Executive Board and President from time to time.
The Regional Vice Presidents shall, advocate on behalf of the Chapters, Industry Councils and
Caucuses in their geographical area and may convene appropriate meetings of those groups.
The Regional Vice President for Homecare will serve as the head rank and file member of the SEIU
Local 521 delegation to state or nation-wide meetings/conventions of homecare/long term care. Each
Regional Vice President shall give a full, written report of his/her activities at each regular Executive
Board meeting, at his/her regional leadership and/or regional membership meetings and the Local
Union Convention. S/he is a voting member on the Executive Board.
TERM OF OFFICE: Expires February 29, 2016.
REQUIREMENTS to be considered for the Appointment to the Position of Region 6 VP:
 Must be a member of SEIU Local 521 in good standing for at least two years.
 Must be employed by a Chapter in Region 6 (Santa Clara IHSS, San Mateo IHSS)
TO APPLY:
 Submit your request for consideration for appointment as the Region 6 VP to the Local 521 Executive
Board no later than 3:00 PM on Friday, June 13, 2014.
 Include in your request your full name (printed), your chapter and your contact information
(address, phone number, e-mail).
 Optional Inclusion: a 75-word (maximum) statement of your qualifications.
TO SUBMIT:
Forward your request for consideration and optional statement of qualifications to Karen Summers,
HR Specialist.




E-mail: [email protected]
Mail: SEIU Local 521, 2302 Zanker Rd, San Jose, CA 95131
Fax: (408) 954-1538
Drop off: at SEIU 521 office in San Jose or San Carlos during business hours.
APPOINTMENT PROCESS:
At the June 28, 2014 Executive Board meeting in Fresno, the Board will vote on which qualified candidate
they feel best represents our Local as the Region 6 VP. All qualified applicants will be reviewed by the Board
prior to the June 28 meeting, and must travel to Fresno and be present at the meeting to be considered for the
position.
Call Karen Summers at (408) 678-3300 with any further questions.
© 2014 SEIU 521 CTW-CLC
KS:jb opeiu 29
Forms/stock articles/2014/April 2014/Region 6 VP vacancy FINAL.pub
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Karen Summers
From:
Sent:
To:
Cc:
Subject:
Amy Hatcher
Thursday, May 08, 2014 1:17 PM
Karen Summers
Annette Saavedra
FW: Do these 3 homecare workers qualify to run for Region 6 VPs
Importance:
High
They have all paid over the min. dues each month for over 2 years….
Amy C. Hatcher
Amy C. Hatcher
Sr. Membership Account Specialist
SEIU Local 521 – Fresno Office
559-447-2572
Fax 559-261-9308
From: 521 Database
Sent: Thursday, May 08, 2014 1:11 PM
To: Amy Hatcher
Subject: FW: Do these 3 homecare workers qualify to run for Region 6 VPs
Importance: High
From: Karen Summers
Sent: Thursday, May 08, 2014 1:00 PM
To: 521 Database
Subject: Do these 3 homecare workers qualify to run for Region 6 VPs
Importance: High
Do these 3 homecare workers qualify to run for Region 6 VPs:
Ellen Rollins
Tonya York
Vera Sokolova
1
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Region 6 VP
Reply
Page 1 of 1
Reply to All
Forward
Region 6 VP
Follow Up. Start by Wednesday, April 30, 2014. Due by Wednesday, April 30, 2014.
Pamela Rodgers
Sent:
Wednesday, April 30, 2014 2:57 PM
To:
Karen Summers
Cc:
Ellen Rollins [[email protected]]
Attachments:
Ellen Rollins - 75.docx (22 KB) [Open as Web Page]

Hi Karen, I’m here with Ellen Rollins – her computer is down therefore, she has requested to
petition for Region 6 VP. Her contact information is:
Ellen Rollins
408-799-8624
Email: [email protected]
Her 75 word statement is attached.
Thanks, Pam
_____________________
Pamela Rodgers
Administrative Director
SEIU Local 521

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https://email.seiu521.org/owa/?ae=Item&a=Open&t=IPM.Note&id=RgAAAACFmPVhCg0... 5/3/2014
I don’t believe “you need to learn how to manage your
income”, I believe you need a fair wage for the work you do. What we
do these next 3 years in SEIU Home care will affect us for the next
decade. You need experience leading Health Care Reform. I have led
you to be the top earner in this state let me continue to take
you through this reform. LET ME FINISH THE TASK.
Ellen Rollins, SEIU 521 IHSS Region 6 VP
Homecare Provider, Santa Clara IHSS
(75 words)
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Karen Summers
From:
Sent:
To:
Subject:
Vera Sokolova <[email protected]>
Tuesday, May 06, 2014 5:22 PM
Karen Summers
request for appointment to eh position of Region 6 VP
Follow Up Flag:
Flag Status:
Follow Up
Flagged
Request for appointment to eh position of Region 6 VP
My name is Vera Sokolova.
My address is 496 South Shoreline Blvd
Mountain View, CA, 94041
My phone number is 650-964-1500
My email is [email protected]
Statement
2 years ago I was elected as Assistant Chief Steward.
Since than, I have shown leadership and organization skills.
I was able to bring tens of active members on board different nationalities. 15 Russian specking people became
stewards.
I am working on hotline, and helping hundreds people to resolve their problems successfully.
I never counted how many people become Union members through me.
Many of my ideas were implemented in chapter 6
1
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Region 6 Vice President opening
Reply
Reply to All
Page 1 of 1
Forward
Region 6 Vice President opening
Follow Up. Start by Friday, May 02, 2014. Due by Friday, May 02, 2014.
This message was sent with High importance.
You forwarded this message on 4/30/2014 5:38 PM.
Tonya York [[email protected]]
Sent:
Wednesday, April 30, 2014 5:33 PM
To:
Karen Summers
Cc:
tonyayork [[email protected]]
Attachments:
vprqst.doc (24 KB) [Open as Web Page]
Hi Karen,

I am applying for the position of Region 6 Vice President. My contact information is as
follows:
Tonya York
2664 Senter Road #212
San Jose, California 95111
HM(408) 564-0840
Cell(408) 396-2249
Also, please find attached my statement of qualification for the position.
Thank you,

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https://email.seiu521.org/owa/?ae=Item&a=Open&t=IPM.Note&id=RgAAAACFmPVhCg0... 5/2/2014
To whom it may concern,
I am submitting this request for consideration for appointment as Region 6 Vice President
as I feel that I have the qualifications you seek.
I have been an IHSS provider for 15 years. I believe in the union and am a strong
advocate for IHSS and the valuable services we provide our community.
I believe I have the courage and conviction to serve and be an effective Vice President.
Sincerely,
Tonya E. York
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Who Is Behind the National Right to
Work Committee and Its Anti-Union
Crusade?
Thursday, 05 June 2014 00:00 By Jay Riestenberg and Mary Bottari, PRWatch | News Analysis Truthout
National Right to Work Committee has deep connections within the national right-wing network led
by the Koch brothers. (Image: Jared Rodriguez / Truthout) As the U.S. Supreme Court's 2014 session
comes to a close, one of the major cases left for a decision is Harris vs. Quinn,which could effect
millions of public sector workers in the United States.
The case originates in Illinois, where home health care workers have been successfully organized by
public sector unions. Now, a small group of these workers, represented by lawyers from the National
Right to Work Legal Defense Foundation, have sued and their lawyers contend that the agency fees,
or the fair share dues that even non-union members of a bargaining unit are required to pay to
unions that bargain for higher wages on their behalf, violate the First Amendment. Agency fees are
barred in so-called "right to work" states, which have much less unionization and lower wages and
benefits.
Joel Rogers, a professor of law and sociology at the University of Wisconsin, calls it "the most
important labor law case the court has considered in decades." This is because when the Supreme
Court decided to take on the case, the National Right to Work Legal Defense Foundation
dramatically expanded the scope of the case beyond the home health care workers to include all
public sector workers, from teachers and firefighters to sanitation workers to librarians. If the court
follows National Right to Work's lead, every state in the country would essentially turn into an antiunion "right to work" state, which would be a significant blow to public sector unions' collective
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bargaining efforts and also complicate thousands of existing contracts between organized workers
and municipalities, cities, counties, and states across the country.
The National Right to Work Legal Defense Foundation (NRTWLDF) is the 501(c)(3) arm of the
National Right to Work Committee (NRTWC), a 501(c)(4) organization. Additionally, the National
Institute for Labor Relations Research is an affiliated anti-union research shop. Founded nearly 60
years ago, the NRTWC has been a national leader in the effort to destroy public and private sector
unions. The groups have increased their funding and staffing in recent years. In 2012, the three
groups combined reported over $25 million in revenue, making them a powerful instrument of the
corporate and ideological interests that want to keep wages low and silence the voice of organized
labor in the political arena.
NRTWC's success and the demise of unions in the United States has directly contributed to the
erosion of high-paying middle class jobs and to growing inequality, as this chart from the Economic
Policy Institute graphically illustrates.
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National Right to Work's Deep Connections to the Koch Brothers and the John Birch
Society
The NRTWC has deep connections within the national right-wing network led by the Koch brothers.
Reed Larson, who led the NRTW groups for over three decades, hails from Wichita, Kansas, the
hometown of Charles and David Koch. Larson became an early leader of the radical right-wing John
Birch Society in Kansas, which Fred Koch (the father of Charles and David) helped found. Several
other founders and early leaders of the NRTWC were members and leaders of the John Birch Society,
specifically the Wichita chapter of which Fred Koch was an active member.
The groups remain tied to the Kochs. In 2012, the Kochs' Freedom Partners group funneled $1
million to the National Right to Work Committee, while the Charles G. Koch Charitable Foundation
gave a $15,000 grant to the NRTWLDF, which has also received significant funding from the Kochconnected DonorsTrust and Donors Capital Fund. Today, at least three former Koch associates work
as attorneys for the NRTWLDF.
In June 2010, Mark Mix, the current head of the NRTW groups, attended the Kochs' exclusive Aspen
strategy meeting to give a presentation on how to mobilize conservatives for the 2010 election, along
with representatives from Koch-backed groups such as the Center to Protect Patient Rights (now
called American Encore) and Americans for Prosperity.
In addition to the Koch brothers, the NRTWLDF has received significant funding from many big
name conservative donors, including the Walton Family Foundation (of Walmart), the Coors family's
Castle Rock Foundation, Wisconsin's Bradley Foundation, the John M. Olin Foundation, and the
Searle Freedom Trust.
A $33 Million Anti-Worker Lobby Shop with Ties to ALEC, SPN, and More
In order to push their extreme agenda, the NRTWC has launched a massive lobbying effort at both
the state and federal level. In the U.S. Congress alone, the NRTWC has spent over $33 million on
lobbying between 1999 and 2013. NRTWC has lobbied Congress to pass a national "Right to Work
Act," which is sponsored by Senator Rand Paul (R-KY). Paul has lent his name to several NRTWC
advocacy and fundraising letters and received over $27,000 in campaign contributions from the
NRTWC's federal political action committee. The NRTWC also strongly opposed the Employee Free
Choice Act, which would have made it easier for workers to organize, while supported legislation that
would weaken the regulatory authority of the National Labor Relations Board over employers.
The NRTWC also does extensive lobbying on the state level. In 2012, lobbyists registered with the
NRTWC were on the ground in Indiana and Michigan when both states passed anti-union "right to
work" bills and are big supporters of Wisconsin Governor Scott Walker and his efforts to crush public
sector unions. The NRTWC was an exhibitor at the 2011 annual conference of the American
Legislative Exchange Council (ALEC), the corporate bill mill exposed by CMD in 2011. ALEC's "Right
to Work Act," which has been in the ALEC library since at least 1980, is one of its most commonly
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used "model" bills. When Republicans took trifecta control of 26 state houses in November of 2010,
it was a top agenda item at the December 2010 ALEC meeting. According to a 2010 email from ALEC
to Wisconsin legislators that CMD obtained, ALEC referred to its "Right to Work Act" as a "solution...
for your state's most pressing issues." Currently 24 states are so-called "right to work" states. In
2013, 15 states introduced legislation based on ALEC's "Right to Work Act."
The NRTWLDF is also an associate member of the State Policy Network (SPN), an $84 million dollar
network of 64 state-based "think tanks." The State Policy Network's affiliate in Michigan, the
Mackinac Center, was one of the major supporters behind "right to work" when the legislature
passed the bill in 2012. Through its board, staff, and other activities, the NRTW groups also have
close connections to Americans for Prosperity, the Cato Institute, the American Conservative Union,
and the Republican National Committee.
Crossing the Line: Whistleblower Alleges New Election Law Violations
From the beginning, the NRTWC had a focus on influencing U.S. elections. The NRTWC has spent
millions in dark money electoral ads, including $7 million during the 2012 election. Although a
leading group on the right, the NRTWC has also attacked Republicans such as John Boehner and
Bob Dole for not adhering to their extreme policy agenda.
The NRTWC's long history of pushing the line in campaign finance and electoral activity as a
nonprofit led to an FEC case against it at the U.S. Supreme Court in 1982, in which the court ruled
against the NRTWC for illegally raising money for electoral activities. The NRTWC continued to
engage in controversial campaign-related activities, and evidence suggests that the National Right to
Work Committee spent $100,000 on private detectives in 1984 to infiltrate the AFL-CIO, NEA, and
Walter Mondale's presidential campaign. By the time that case was brought to court, the statute of
limitations had expired.
Today, the NRTWC continues to generate controversy for engaging in campaign related activities. In
January 2014, the Center for Responsive Politics detailed whistleblower allegations that the NRTWC
was running "a massive off-the-books mass mailing operation" attempting to influence the 2010
election in Iowa and possibly other states. The NRTWC did not disclose that it was participating in
political activity that year to the IRS. The whistleblower also alleged that the NRTWC was
coordinating its activities with candidates' campaigns during the election. Former IRS official
Marcus Owens commented to the news outlet that "people have gone to jail for precisely the facts
that you are describing." At the center of the controversy was then-NRTWC Vice President Doug
Stafford, who is the former chief of staff for U.S. Senator Rand Paul (R-KY).
NRTWC Lawyers Push Their Agenda through the Courts
The legal arm of NRTWC was launched in 1968 to take the anti-worker agenda to the courts. With
the Harris v. Quinn case, the NRTWLDF is seeking to re-litigate the Abood vs. Detroit Board of
Education Supreme Court case it lost in 1977, which upheld the constitutionality of fair share dues.
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Over the years, the NRTWLDF has done little to improve wages, benefits, health or safety protections
for American workers, but has tried scores of cases against unions and organized labor revealing its
political agenda. With a large team of lawyers and millions in funding from national right-wing
sources, the NRTWLDF is currently trying cases in Arkansas, Missouri, California, Michigan,
Colorado, and Ohio.
NRTWLDF's also recently filed suit to block workers in the Volkswagen Chattanooga plant from
voting for union representation and to prevent Volkswagen from voluntarily consenting to any future
organizing drives.
Professor Rogers and other labor experts contend that the NRTWC's success in the U.S. Supreme
Court "would be a disaster for labor, particularly for the public sector unions that traditionally rely
more heavily on agency shop agreements." As Rogers points out, it is technically possible to form a
union in a "right to work" state, but when union members are free to stop paying their dues, the
union becomes a weak and ineffective organization. The results for American workers are clear.
Research shows that "right to work" states have lower wages, less health care and more poverty.
This piece was reprinted by Truthout with permission or license. It may not be reproduced in any
form without permission or license from the source.
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05/29/2014 Dear Local SEIU 521: Effective today, I would like to sumbit a formal resignation of positions with local SEIU 521. I am resigning my positions as Chief Shop Steward for BU4 Eligibility, Delegate for Region 4, and Delegate for the Central Labor Council. This decision was very difficult to make, but deemed necessary at this time. I would like to express my gratitude for all those within and outside the Fresno Local 521, who have been a great inspiration and mentor in this labor journey. With that being said, I feel at this time I need to venture out into other endeavors that will allow me to grow explore new opportunities. With great gratitude, Diana M. Calderon Cc: Diana Vasquez, IWO Santiago Oceguera, BU4 President Laura Basua, Region 4 President Brian Murillo, PACE Chair Tom Abshire, Director 21 of 159
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*
Motion Number: A
Date: June 28 & 29, 2014
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 Executive Board Meeting of March 22 & 23,
2014 - (pages 25-34)
2. Concurrence of Officers’ Email Poll – Connie Leyva for State Senate
District 20 - $1,000 from Candidate PAC – yes votes: John Gutierrez,
RoseAnn Dominguez, Karen Nakatani, Matt Nathanson, Alysia Bonner – zero:
no votes abstaining: none.
3. Concurrence of Officers’ Email Poll - $500 from the Retirees Political
Chapter Funds for the CA Seniors 2014 Aging Policy Conference – yes
votes: John Gutierrez, RoseAnn Dominguez, Alysia Bonner, Muriel Frederick,
Matt Nathanson – zero: no votes abstaining: none.
4. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521
Treasurer
June 18, 2014 Meeting – The Committee reviewed the April 2014 Financials (Salmon Documents – separate from packet), no questions were asked.
 B&F Item 1 – Approved - the April 2014 Financials - (page 35-36)
 B&F Item 2 – Approved – Budget for SEIU Local 521 August
Convention - (page 37-38)
 B&F Item 3 – Approved – To charge $84 for any guest beyond
one over age 12 for the SEIU Local 521 Convention food. - (page
39-40)
 B&F Item 4 – Tabled until July Budget & Finance Meeting Approval by the Executive Board of the Development,
Implementation, and Expenditure of the SEIU Local 521 Budget
Policy and Procedures - (page 41-42)
 B&F Item 5 – Approved - Recommend Approval by the Executive
Board of the SEIU Local 521 SEJ Policy – SEJ Guidelines
(addresses all Caucus and Committee member & vendor
reimbursements and expenses) - (page 43-50)
5. Good and Welfare Committee Report – donations in May and June
 5/24/14 - $500 to Roland Muniz of Fresno County.
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 6/21/14 - $500 to Fresno Housing Education Corp. Inc.
 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:
Moved by:__________________________ __ Second :____________________________
Pulled:______________________________________________________________
Votes in Favor:____________ Votes Opposed:___________ Abstentions:_____________
Motion: Carries 
Fails:

Signatures
____________________________________________
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Minutes March 22 and 23, 2014 –
Executive Board Meeting
All business completed Saturday; no meeting Sunday
Saturday 9:30am for Region Meeting and Reports Back
Business Meeting from 12:32pm – 3:40pm
Executive Session: 3:50pm – 5:00pm
Call to order by President Gwyn Harshaw 10:02am. Regional Meetings were held prior to
call to order.
Officers in Attendance at the Meeting:
Gwyn Harshaw
President
John Gutierrez
1st Vice President
RoseAnn Dominguez Treasurer
Karen Nakatani
Secretary
Matt Nathanson
Region 2 Vice-Pres.
Vacant
Alysia Bonner
Vacant
Yong Ok Soung
Luisa Blue
Region 3 Vice-Pres.
Region 4 Vice-Pres.
Region 5 Vice-Pres.
Resigned
CEO
Executive Board Delegates and Alternates in Attendance at the Meeting:
REGION 1:
REGION 6:
REGION 4:
Josh Wallace
Laura Basua
Myrna Bravo
Valerie Pickering
Jennifer Jensen
Dolly Clemente
Lesbia Reclosado
OC Santiago
Lydia Torres
Marcela Bonilla
Lori Niepoth
Sergio Garcia
CAUCUS DELEGATES:
Arvelia Cooper-Whigham
REGION 2:
REGION 5:
Luis Aguilar
Wanda Yarbrough
Rudy Plaza
Rachel Subega
Javier Sanchez
Linda Krolnik
Veronica Rodriguez
Regina Kane
RETIREE DELEGATES:
Victoria Rodriguez
Sonja Bennett
Carol
Garvey
Diane Goldwasser
Herman Williams
Gary
Linsner
Greg Gomez
REGION 3:
Adam Gintz
Executive Board Officers, Members and Alternates – Excused:
Rosemary Romo
Muriel Frederick
Tammy Dhanota
Cheryl Easterbrook
Diana Calderon
Scott Johnson
Roy Harris
Donna Nielsen
Carmen Morales
Delia Herrera
Imelda Ceja-Bulkiewicz
Jennifer Stegman
Huong Chung
Executive Board Members and Alternates – Unexcused:
Preston George
Local 521 Trustees in Attendance:
William Ragland
Connie Chew
Local 521 Trustees Absent:
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Phillip Brown
Melanie Martinez
John Roitz
Local 521 Staff in Attendance:
Pamela Rodgers
Karen Summers
Riko Mendez
Don Brown
Khanh Weinberg
Robert Li
Tom Abshere
Ernest Harris
Teneya Johnson
Debbie Narvaez
Debbie Pate
Nick Raisch
Catherine Balbas
Local 521 Members in Attendance:
Richard Long
Raquel Garcia
Maria Gutierrez
Guests:
Flor Clemente
Regional Meeting Feedback:
1. Pledge of Allegiance to the Flag.
2. Luisa Blue, CEO, gave an overview of the Local goals for this year: basically to
increase strength, membership, activity, leadership, political power of the Local.
3. Region 1 – Lydia Torres reported that their goal is to get people and community
involved, mentor and develop new leaders.
4. Region 2 – Matt Nathanson reported that there was a leadership retreat in
December. Goal this year is to rebuild the steward structure, develop stewards,
integrate stewards with CED, build COPE membership, be involved in organizing
programs of the Local, politics and ACA work.
5. Region 4 – Via reported that Golden Valley has 100% membership, other chapters
looking to convert service fee payers to members, Fresno County still trying to get
their takeaways reinstated. Fresno County is consistently attending new hire
orientations to encourage membership. Regional meetings are also being held
consistently. Alysia Bonner talked about COPE goals and Community First.
6. Region 5 – Linda Krolnik reported on COPE goals and using debit cards for COPE
payments. Empower members, rebuild chapters and leadership; there is a Lobby
Day April 9th Kern County attended a Lobby Day in Sacramento and their social
workers and eligibility workers are being recognized for their work. Kings Court is
down to 16 furlough days.
7. Region 6 – Dolly Clemente and Myrna Bravo talked about bullying; that homecare
membership is dwindling we need leaders to go to politicians. Santa Clara IHSS has
a contract with $13 per hour. San Mateo IHSS starts bargaining soon.
The Executive Board Visited the Fresno Community Health Fair and Press
Conference There
An excellent job was done helping enroll people in Medi-Cal, CalFresh, and Covered
California along with other free services. This was an excellent Community First Event.
There have been other Community First Events held in Bakersfield, Santa Clara, Seaside,
Monterey, and elsewhere. California leads the Nation in insurance sign ups. Local 521 has
met the Grant goals and the State has asked us to follow-up on 500 calls to get help.
2
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Presentation on Community First – Khanh did a powerpoint presentation showing what
Community First means.
Open Forum Presentations:
1. Diane Goldwasser stated that in looking around at our Executive Board, we should
celebrate the diversity, ages, and ethnicity represented. Luisa added that our leaders
do very closely reflect our membership.
2. Rachel Subega reported back on Latino activities. March against deportation – 2
million undocumented workers have been sent back to Mexico. 400 activists in East
Palo Alto blocked the road in a civil disobedience action near Ikea. Aztec Chica New
Years was last weekend – the speakers were fantastic. 9 new members in the Latino
Caucus.
3. Carol Garvey, Chapter Co-Chair of the Retiree Committee gave kudos to Rachel
Subega for being on the front page of the New York Times for an article on how
retirees are surviving in this economy – she is surviving well due to the pension she
receives from the County established and preserved through union fights..
4. CARA partner. Lobby in Sacramento for pension protection – SB1234 – Secure
Choice Retirement Account. Single payer healthcare; Medicare linked to CPI would
be a cut in benefits and is off the table at this time; doing lots for the next generation.
5. Gwyn announced that Carol Garvey is the South Bay Labor Council’s Activist of the
Year and will be honored at their Annual Awards Dinner.
6. Dolly said that Homecare workers have been denied the right to overtime pay by
Governor Brown.
7. Josh Wallace from Palo Alto thanked Nick Raisch, the negotiation team, and SEIU
for successful negotiations and a refreshing positive tenor during the process.
8. Jennifer Jensen asked why a meeting needs to be two hours before food can be
provided. People have had a long day and are hungry. She would like this
addressed.
9. Latino Caucus: March 29th is a Cesar Chavez Celebration; March has been Women
History Month; and the Caucus is growing.
10. Via encouraged members to be a part of the National AFRAM Caucus by joining for
$20.
11. Adam Gintz announced that Golden Valley settled just the day before with a 45 cent
raise across the board and a reopener next year.
Call to Order: President, Gwyn Harshaw, formally called the meeting of the Executive
Board for March 22 & 23, 2014, to order on Saturday March 22nd at 12:30pmm. A quorum
was present. The Regional Meetings were held at 9:00 and report backs were done
following those meetings at 9:30am, there was a trip to the Fresno Health Fair, and a
presentation by Khanh Weinberg on Community First during lunch.
Pledge of Allegiance to the Flag: was done.
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Responses to Last Executive Board Meeting Open Forum Issues:
1. None
Swear-In of Unsworn Delegates-Alternates-Trustees Present – There were none.
Announcements: There were Fixed Time Items on the Agenda which will be reported in
the appropriate business item if possible.
1. Yong Soung has resigned her position as Region 6 VP effective 3/14/14.
2.
Tulare County Democratic Party.
3. Executive Session following the meeting.
Various actions of the Board were done as time permitted throughout the meetings
Saturday. They are enumerated below.
Motion A – Report Consent Agenda Approval:
1. Approval by the Executive Board Meeting Minutes of December 7, 2013.
2. Budget & Finance Committee Report of March 19, 2014 and January 2014 Financial
Documents.
 Budget & Finance Committee Item 1 – Approved – the January 2014
Financials under the consent agenda.
 Budget & Finance Committee Item 2 – Approved – to increase monthly
Service Fee Rebate Set Aside from $42,000 to $60,000 retroactive to 1/1/14.
 B&F Item 3 – Approved – Remodel of Bakersfield Downstairs.
 Discussion – Impact of Harris vs Quinn Decision.
 Discussion Service Fee Rebate Report.
 Discussion Service Fee Rebate Process.
 Report Update – Guidelines for SEJ Committee and Caucuses – postponed
for next Budget & Finance Meeting.
 Update – Lost Time checks – weekly reimbursements when completed
requests are received.
3. Good & Welfare Committee Expenditures Report – February donations –
 $250 to Evelyn Ortega to help with expenses incurred because of her child’s
health condition. – Adam Gintz thanked the Good & Welfare Committee for their help.
Golden Valley also contributed $250.
 Any Requests for Assistance – please email them to both RoseAnn
[email protected]
and
Karen
Summers
at
Dominguez
at
[email protected].
Motion: To approve/confirm as presented All Reports on the Report Consent Agenda.
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Duly moved; seconded; passed as presented
Motion B – Political Consent Agenda:
Motion B/1 – Contributions to Dave Cortese, Candidate for Mayor of San Jose
Motion: To contribute up to $1,100 from the Candidates Account and $10,000 from the
Independent Expenditure Account to Dave Cortese’s Campaign.
Duly moved; seconded; passed as presented under the Political Consent Agenda.
Motion B/2 – Confirmation of Monterey Bay Central Labor Delegate Seats
Motion: The Executive Board confirms the appointment, deletions, and continuations of
delegates to the MBCLC as listed above. The Labor Council shall be notified of this
decision. Remove: Maria Castillo, Ben Franklin, Justin Light, Diego Quevedo, Linda
Sakata. Continue: Harry Clark, Ray Montemayor, Robert Villegas, Matt Nathanson,
Veronica Rodriguez, Jeffrey Smedberg, Jay Donato, Adam Urrutia. Add: Debbie
Narvaez.
Motion B/3 – Confirmation of San Mateo Delegate Seats at the San Mateo County
Labor Council
Motion: To confirm the appointment of Brian O’Neill and Miesha Brown as delegates to
the San Mateo County Labor Council and the deletion of Irma Compton and Patty Ryan
as CLC delegates. The Labor Council shall be notified of this decision.
Motion B/4 – Monterey Bay Central Labor Council – Annual Awards Dinner $1,000 from the Candidates Account
Motion: To contribute $1,000 to the MBCLC Annual Awards Dinner on April 25th at the
Hyatt Regency Hotel & Spa in Monterey from the SEIU Local 521 Candidate PAC.
B/5 – B/8 were pulled for discussion.
B/9 – B/12 were clarified then passed with the Consent Agenda.
Motion B/9 – Confirm Endorsements for Fresno Board of Supervisors
Motion: To confirm the endorsement of Blong Xiong for Fresno County Board of
Supervisors District 1, and to confirm the duel endorsement of Daniel Parra and
Magdalena Gomez for Fresno County Board of Supervisors District 4.
Duly moved; seconded; passed as presented under the Political Consent Agenda after
clarification.
Motion B/10 – Contributions to Fresno BOS Candidates from the Candidate PAC
and the IE PAC
Motion: To contribute:
$15,000 from the SEIU 521 Candidate Account to the Blong Xiong for Fresno
Supervisor Campaign, District 1.
$1,000 from the SEIU 521 Candidate Account and $850 from the PACE Candidates
account for a total of $1,850 to the Daniel Parra for Fresno Supervisor Campaign,
District 4.
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$1,000 from the SEIU 521 Candidate Account and $850 from the PACE Candidates
account for a total of $1,850 to the Magdalena Gomez for Fresno Supervisor Campaign,
District 4.
$100,000 from the SEIU 521 Independent Expenditure Account to fund an IE Committee
in support of Blong Xiong for Fresno Supervisor Campaign, District 4.
clarification.
Motion B/11 – Contribution to Esmeralda Soria from the PACE Candidate PAC
Motion: To contribute $5,000 from the SEIU 521 PACE Independent Expenditure
Account to the Esmeralda Soria Campaign.
clarification.
Motion B/12 – Contributions to SEIU endorsed California State Constitutional
Office Candidates
Motion: To contribute $1,000 from the SEIU 521 Candidate Account for a total of
$5,000 to the following Constitutional Office Candidates:
Tom Torlakson Superintendent of Public Instruction (Incumbent)
John Perez Candidate for Controller of California (Former Speaker of the Assembly)
John Chang Candidate for Treasurer of California (Former Controller)
Dave Jones California Insurance Commissioner (Incumbent)
Kamela Harris California Attorney General (Incumbent)
clarification.
Motion B: To approve as presented All Motions on the Political Consent Agenda.
Duly moved; seconded; passed as presented.
B/5 – B/8 were pulled from the consent agenda.
Motion B/5: Endorse Ed Mitchell for Monterey County District 2 Supervisor
Motion: To endorse Ed Mitchell for Monterey County Supervisor District 2 – will be
confidential and provisional until April 3rd.
Duly moved; seconded; passed as amended.
Motion B/6 – Independent Expenditure to elect Ed Mitchell up to $25,000
Motion: To invest up to $25,000 from the Independent Expenditure PAC to elect Ed
Mitchell for Supervisor. In the event that Monterey County allies are unable to generate
50% of the cost of funding the poll from the Monterey County District 2 polling measure
then it is requested that this amount be amended to allow the union to invest up to
$35,000. Will be confidential and provisional until April 3rd.
Motion B/7 – Candidate Contribution to Ed Mitchell up to $1,500
Motion: To contribute $1,500 from the Candidate PAC to Ed Mitchell for Monterey
County Supervisor – will be confidential and provisional until April 3rd.
Motion B/8 – Polling for Monterey County BOS District 2
Motion: To request up to $10,000 from the Independent Expenditure Account to go
towards jointly funding a poll of likely 2nd district voters to better assist SEIU in targeting
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mail and other campaign resources. If Monterey County allies do not contribute 50% of
the cost of the poll or more, then this money will be added to the $25,000 requested for
Independent Expenditure making the total requested in the Independent Expenditure
motion up to $35,000. Will be confidential and provisional until April 3rd.
Written Reports & Correspondence Requiring no Action by the Board: 1.
Officers’ Reports
st
 1 Vice President Report – None
 Regional VP Reports

Region 1 - in packet





Region 6 - none
2.
Education and Training Report – (in packet)
Organizing Report - (in packet)
Communications Report - (in packet)
IT Report - (in packet)
Admin/Building Report - (in packet)
CED Report – (in packet)
PACE/PAC Totals Report - (in packet)
Trustee Report - (none)
Industry, Caucus and Committee Report
 Nurse Alliance Report - (none)
 Pension Committee Report - (in packet)
 SEJ Committee Report - (in packet)
 Central Valley AFRAM - (in packet)
 Latino Fresno Caucus Report - (in packet)
 APALA Caucus Report - (in packet)
 Women’s Caucus Report - (none)
Correspondence - (none)
Greg Gomez reported on his Chapter about the great work that Catherine and her Team
has done to organize the blue color workers there.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
President’s Report: President Gwyn Harshaw - none
Chief Elected Officer Report: Luisa Blue
Updates:
 Fresno County Board of Supervisors’ Elections – Tom Abshere reported:
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Fresno Board of Supervisor Elections are an absolute Priority to change the political
environment of the Central Valley. We need to “flip the Board” by getting the vote out
in favor of pro-worker candidates. Many allies, including the SEIU State Council, are
pulling together with support and money to this end. We are supporting Blong Xiong,
Daniel Parra, and Magdalena for Districts on the BOS.
 Harris vs Quinn – US Supreme Court pending decision was discussed with its
possible ramifications on our way of doing business due to various scenarios of
financial impacts. In Illinois a homecare worker backed by the Right to Work group
sued over homecare workers having Agency Shop. Whatever the Supreme Court
decision, unions will need to show resilience to overcome obstacles such of this
because they will most likely become the status quo.
 State Federation of California – Organizing as well as Politics are now their priorities.
Currently we are choosing which organizing campaigns to help with our resources.
New Business:
Motion C: Concurrence of the Election Committee Appointments and Timelines for the
2014 SEIU Local 521 Convention
Motion: To concur with the following appointments by the Local President to the Election
Committee and the Timelines for the 2014 Local 521 Convention.
Election Committee: Crystal Bertheau, Margaret Morrison, and Martin Peaden all
from the Santa Cruz County Elections Department.
Motion D: Approve/Concur the Appointments of a “Trial Committee” to Hear Charges
against a Santa Clara County Member.
Motion: To approve/concur the Presidential appointments of: Adam Gintz (Chair), Luis
Aguilar, Gary Linsner, and Linda Krolnik to hear charges against a Santa Clara County
member.
Motion E: Fund the Secured Retirement Working Group.
Motion: To approve use of $7,500 to fund the State Retirement Security Project that will be
staffed by Sarah Zimmerman. This money will come from the SEIU Local 521 Issues
Account.
Motion F: Issue with Monterey County Contract Ratification Vote and its Election
Committee
Motion: To concur with the appointment of the President of a Committee to investigate and
provide a recommendation/review and/or decision regarding the complaints received
regarding the October 2013 Monterey County Contract ratification vote: Veronica Rodriguez
as Chair, Victoria Rodriguez, Javier Sanchez.
Duly moved; seconded; passed as presented
Motion G: Building Peaceful Families; Golden Grandmother Recognition Luncheon May
16, 2014.
Motion: To approve $500.00 to be able to provide 10 seats or one table for grandmothers
being recognized who otherwise would not be able to come to event.
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Duly moved; seconded; tabled until the officers meeting
Motion H – Bylaws Consent Agenda:
None
Unfinished Business:
Update – Trial Board for a Momentum Bullying Issue – The letter about the Trial is
completed and being sent out. The tentative hearing date will be in April.
Member vs Non-Member Analysis by Chapter was presented in the packet.
 Member Counts
 Member Participation
 Leaders
 Certified Stewards
 Stewards
 Members/Mon-Members
Adjournment of Executive Board Meetings into Executive Session:
Moved; seconded; passed for adjournment of the Executive Board Meetings of March 22,
2014, at 3:40pm into Executive Session; Executive Session ended at 5:00pm.
KMS: kns SEIU 521 CTW/CLC
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Region 1 VP Report Community First: 

March of Dimes – Our Community First Committee organized a donation drive for the March of Dimes and raised over $1,800 in donations and turned out over 20 members and family members to participate in the March of Dimes walk on April 26 @SV Living Wage – Our Community First Committee joined the South Bay Labor Council, Working Partnership, Women’s groups, and Progressive allies May 20 to get the Santa Clara County Board of Supervisors to pass a board referral to research and propose a comprehensive living wage ordinance that would ensure companies that receive County funds will have to compensate their workers with a living wage, earned sick days, opportunity for flexible schedules, and other important working conditions. We are presently working with progressive organizations in the month of June to ensure that the County administration devises an aggressive research plan to study the impacts of a comprehensive living wage. Non Profit Chapter Issues: 
Humane Society settles contract: Workers at humane society were able to negotiate a 2% wage increase across the board for each year of their 3 year contract for a cumulative 6.12% wage increase. We also won increases in the night and evening shift differential. Lastly, we increased the amount the employer matches to the workers’ 403(b). Politics: 
City of San Jose Mayoral Campaign – After countless hours on the phones and doors, labor unions and SEIU 521 were successful in getting the highest number of votes for pro‐working family San Jose Mayoral Candidate Dave Cortese, who beat out seated City Council member incumbents, Sam Liccardo and Madison Nguyen. County Chapter Issues: 

Extra Help Cap – The County requested to exceed the 950,000 hour extra help usage cap by 43,000 hours to help continue services at Valley Medical Center. The Chapter leadership, in support of putting community first, approved the County to exceed the 950,000 cap by 43,000 hours, but sent a clear message that the county needs to code extra help workers Medical Insurance Provider Change – The County administration had sought to change the PPO medical provider from health net to Blue Shield in mid contract. After much deliberation, the Chapter Leadership decided to reserve any decision to change providers for next contract negotiations 51 of 159
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Region 2 Report for June 28, 2014 SEIU Local 521 Executive Board Meeting
Here are some of the highlights of the issues we are dealing with in Region 2:
Monterey County – The county chapter board has scheduled to hold a board retreat for
July 26, 2014 to set goals and priorities going forward. While their contract is settled,
they still have a number of outstanding issues they are addressing including
reclassifications, improvements to bilingual pay, and a pay disparity between Physician
Assistants and Nurse Practitioners. We are also dealing with 6 potential layoffs in the
parks department due to the drought (two major recreational lakes in the county are dry).
Additionally, the issue of the ultimate governance of Natividad Medical Center continues
to be a major issue. We are asking the county and hospital leadership to hold up on
affiliation talks with another hospital until NMC can finish the work it needs to for
implementing its trauma center designation.
In Election Day politics, our endorsed candidate for the board of supervisors (Ed
Mitchell) finished second in the balloting and will be in the runoff election in November.
Santa Cruz County – The county chapter board has scheduled to hold a board retreat on
August 9. Measure F which we supported in the June election (increased funding for
county parks) won handily on Election Day with over 75% of the vote.
MV Transit – We are still in contract negotiations, and we are facing potential
decertification activity.
Santa Cruz Metro – We have extended the contract by an additional year.
San Benito County Courts – we have agreed to a two year contract extension in exchange
for some additional one time funds.
Scotts Valley City – Contract settled.
We also have finally filled the two staff vacancies in our Salinas office. We welcome
Jonathan Bernhardt and Mark Weirick to our staff.
And in late April we closed the office for about a week while we addressed a potential
mold issue in the Salinas building. The problem was not nearly as bad as we first feared,
but we played it safe until we were able to verify that we in fact did not have mold in the
building.
Respectfully submitted,
Matt Nathanson
Region 2 Vice President
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SEIU Local 521—Region 5
Kern, Kings & Tulare Counties
Region 5 Report
April, 2014
Kern County News:
Kern Medical Center:
Kern Medical Center
•
We hold a KMC Membership
mee/ng every Wednesday at
3:30pm in Room # 1065 to
address any updated informa/on, recent Board of
Supervisors mee/ngs, and
strategizing a plan to engage
member involvement.
•
A letter was sent to CEO, Russell Judd, to cease and desist from taking layoff
actions or making any changes under the MMBA that affect members without
first having a Meet & Confer.
Our Political Group then met with the Board of Supervisors and CEO, Russell
Judd, to discuss the Hospital Authority Bill and modifications to the bill. We
have established several committees to prepare key leaders for each function.
Committees include: Budget, Quality, Leadership, Legislative, Communication,
and Action.
Kern County Superior Courts:
•
We continue to engage, participate and mobilize members to campaign with the
State Court Council in Sacramento against the Administrative Office of the
Courts (AOC).
Community Action Partnership of Kern:
•
Our members have been working very hard with management to develop a
Double Session plan that will prevent over 80 layoff positions. The final draft
of the plan will be taken to the membership for a vote.
City of Wasco:
•
2014’s Quarterly
We have been organizing community groups against allowing the City of
Wasco to become a Charter City. Membership and involvement has increased,
while their contract is in the negotiations stage.
Kings County News:
All Chapters’ Meetings:
•
Next All Chapter’s Meeting is:
Kings County Member leader met with Supervisor, Richard Valle, to ask for his
support for an onsite Employee Health Clinic. Valle supported the members’
request and the Board of Supervisors approved the Employee Health Clinic.
• Thursday, July 31st
Tulare County News:
Please RSVP: (661) 321-4161
•
We are currently still negotiating a successor contract with management. Our
current contract expires June 30th. Our Bargaining Team is asking management
to put the Community First.
•
City of Lindsay: We are still in negotiations for City of Lindsay. We are
currently in the process of selecting a Mediator to help us work through
unresolved proposals at the table. Health Insurance is one item of particular
concern.
All Chapters’ Meetings are held at:
SEIU Local 521 Bakersfield Office
th
1001 17 Street from 5:30-7pm.
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© 2014 SEIU Local 521 /CTW-CLC
Kern County/Region 5/Regional Director’s Report-April.pub 05/09/2014
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SEIU Local 521—Region 5
Kern, Kings & Tulare Counties
Region 5 Report
May,2014
Kern County News:
2014’s Quarterly
All Chapters’ Meetings:
Next All Chapter’s Meeting is:
•
• Thursday, July 31
Please RSVP: (661) 321-4161
KMC members connue to push for the best possible outcome at KMC. Recent news that
the cutbacks at KMC will be much smaller than ancipated is a testament to how hard
SEIU members have worked to adopt and implement new billing so$ware and work with
the CEO to drive costs down.
City of Bakersfield
All Chapters’ Meetings are held at:
•
SEIU Local 521 Bakersfield Office
1001 17th Street from 5:30-7pm.
Public Service Recognion Week, a naonal event honoring employees of the state,
federal, county and local governments, was held May 8, 2014 to recognize the City of
Bakersfield employees. SEIU Staff and Members were invited and in a2endance at the
Employee Appreciaon Breakfast.
Civic Engagement
•
On May 10, 2014, approximately 60 community members gathered at Patriots Park in
honor of the Mexican and American Mother’s Day. Volunteers then walked the 93309 zip
code, targeng Mr. Kevin McCarthy’s constuents. Within two hours, volunteers knocked
on over 600 doors, registered over 20 community members, and received about 100
pledge cards with voters pledging to vote this June and November in support of
comprehensive immigraon reform.
Kings County News:
Kern Medical Center
•
City of Hanford Chapter Stewards have been doing great work holding the Employer
accountable in following their negoated union contract. The Employer has engaged the
union in discussions about hosng trainings for the supervisors on worker's union rights.
•
KCAO's Bargaining Team will be meeng with the employer to review opons for insurance coverage for the following plan year. The goal of negoaons is to lower the cost of
health care premiums for employees. Look for updates from your bargaining team.
We hold a KMC Membership
meeting every other Wednesday
at 3:30pm in Room # 1065 in
order to address any updated
information, recent Board of
Supervisors
meetings,
and
Tulare County News:
•
Tulare County Unit 2 workers, a$er nearly a year of being unrepresented, finally joined
Local 521 when the Board of Supervisors voted on Tuesday, May 20. The vote recognized
SEIU Local 521 as the exclusive collecve bargaining representave for more than 200
maintenance, construcon and custodial staff from Unit 2.
•
City of Lindsay and SEIU have sent a joint request for mediaon through State Mediaon
and Conciliaon Services. We are waing for a response from State Mediaon as to who
will be our mediator and to set dates to go back to the bargaining table.
strategizing a plan to engage
member involvement.
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Kern County/Region 5/Region 5 Report-May.pub 06/03/2014
June 2014
Region 5 Report
Executive Board - June 2014
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June 2014
Region 5 Report to the Executive Board:
All Chapters Region 5:




We increased Membership and C.O.P.E. contributions during an extremely successful blitz that
involved many of our key leaders around the Region. Staff continues to work with member
leaders to increase Membership and C.O.P.E. in their chapters.
A Town Hall meeting for Congressional District 21 was held at the Bakersfield Office in April
where members debated what candidate they will endorse. Town hall meetings were also held
in the Visalia Office for the Sheriff’s Candidates and Board of Supervisor’s candidates where
members endorsed Mike Boudreaux for Sheriff and Virginia Gurrola for District 5 Board of Supervisor.
In March, a “last chance” Community First KMC Health & Enrollment fair was held and was a
great success with approximately 700 attendees, a third of which were successfully enrolled in
either Covered CA or Medi-Cal.
In May both the Kern County Coalition and Tulare County Coalition continues to put pressure on
political leaders to support Comprehensive Immigration Reform with a Pathway to Citizenship.
In Kern, approximately 60 community members gathered at Patriot’s Park to register voters in
Kevin McCarthy’s district. Volunteers knocked on over 600 doors and received over 100 pledge
cards with voters pledging to vote in June and November in support of comprehensive immigration reform. The Tulare County Coalition had over 40 community members in attendance for an
action against Rep. Devin Nunes calling on him to support comprehensive immigration reform.
Coalition members have also been hitting the streets registering voters and spreading the message to support Immigration Reform to the Community.
Kern County News:


KMC members continue to push for the best possible outcome at KMC. Recent news that cutbacks at KMC will be much smaller than anticipated, (estimated layoffs are currently at 48) is a
testament to how hard SEIU members have worked to adopt and implement new billing software and work with the CEO to keep costs done. In addition KMC members continue to work
with the CEO on getting a hospital authority bill passed in the legislature which would strengthen KMC as a public safety net hospital and would provide job protections for KMC employees.
SEIU and KMC are jointly lobbying for the Hospital Authority bill in Sacramento.
KMC members continue to remain active during this time of change at the hospital. There are
several member committees established to prepare key leaders for the changes happening at
KMC. These committees include: Budget, Patient Quality Care, Leadership, Legislative, Communications and Member Action.
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June 2014

We hold KMC membership meetings bi-weekly at the hospital to provide members with the
most up to date information, a report from recent Board of Supervisor’s meetings, and
strategizing a plan to engage members.
Kern County Superior Courts:

Kern County Courts member leaders continue to engage, participate and mobilize members
to campaign with the State Court Industry Council in Sacramento against the Administrative
Office of the Courts (AOC).
Community Action Partnership of Kern:

Our members have been working very hard with management to develop a Double Session
plan that will prevent over 80 positions being laid off. The final plan was taken to the membership for a vote. Members overwhelmingly voted down management’s plan which included layoffs. Members are calling on management to come back to the negotiating table
to bargain in good faith to reach an agreement that works for both members and the employer.
City of Wasco:

City of Wasco member leaders have been organizing community groups against allowing
the City of Wasco to become a Charter City. Also Wasco members are negotiating a successor contract. Negotiations are still in the beginning stage but membership involvement has
increased greatly in Wasco.
City of Bakersfield:

Public Service Recognition Week, a national event honoring employees of the state, federal,
county, and local governments, was held on May 8, 2014 to recognize the City of Bakersfield employees. SEIU Staff and Members were invited and attended the Employee Appreciation Breakfast.
Kern County DHS:

In February of 2014, Eligibility Workers traveled to Sacramento to speak with legislators and
lobby for the Affordable Care Act regarding the Eligibility Workers needs for more funding.
KCERA Update:

In February, we attended the Kern County Employee Retirement Association (KCERA)
meeting to discuss the Supplemental Retiree Benefit Reserve (SRBR). We are currently
working on putting a stop to two bills: AB 2473 AND SB 1056. We then plan to meet with
the County and form a committee to discuss this issue. A follow up meeting is scheduled for
Mid-June to continue these discussions.
Kern County Aging & Adult Services:
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June 2014
The Director of Aging & Adult Services planned for the elimination of flex-schedules by March 2014. Through
the organizing our members and the Meet and Confer process we were able to maintain flex schedules for our
members.
Bear Valley Negotiations:
Bear Valley negotiations after much struggle, were finally successful! Members received a 1.3% pay increase
and new language in the MOU which states that members will receive an “on-going yearly scheduled across
the board salary increase” based on the Consumer Price Index.
Tulare County News:
Tulare County Chapter:




The Tulare County Bargaining Team is still hard at work negotiating a successor MOU with
the employer. Their theme this year is Community First. Workers are calling on the County
to put resources back into the workforce rather than into their own pockets. The County
continues to drag their feet at the table and push for a one year contract with no increases
to wages or benefits.
Tulare County Eligibility Workers attended an ACA Lobby Day in Sacramento and got to talk
with Legislators about the need for more funding for Eligibility Workers. Members enjoyed
their experience and look forward to future lobbying with other Eligibility Workers throughout the state.
Tulare County Unit 2 Workers, after nearly a year of being unrepresented, finally joined Local
521 in May. The Board of Supervisors voted in favor of SEIU Local 521 being recognized as
the exclusive collective bargaining representative for more than 200 maintenance, construction, and custodial staff from Unit 2.
Tulare County members participated in a precinct walk with Virginia Gurrola educated voters
about the need for a change on the Tulare County Board of Supervisors and asking the community to support their candidate Virginia Gurrola. These efforts have resulted in Virginia
being in a runoff for the BOS seat in November.
Tulare County Superior Courts:


Courts members went to Sacramento to lobby the AOC to put more money back into the
Courts and to address the AOC about the continual cuts to staff, furloughs, and the lack of
pay increases.
As a result of the lobbying in Sacramento, Tulare Courts members recently had a huge win at
the bargaining table where they will receive a one-time equity payment, equaling almost
$4,000 for most of the membership. Members will continue to lobby and fight for funding to
be restored to the Courts.
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June 2014
City of Lindsay:

City of Lindsay members overwhelmingly vote to reject the Employer’s last best and final offer.
We are currently in the process of selecting a State mediator to help us work through unresolved proposals at the table. Health Insurance is of particular concern. The employer’s last
proposal is requesting employees pick up any increases in health insurance starting in 2015.
Once a mediator has been selected, we will return back to the bargaining table.
Kings County News:
Kings County Chapter:


Kings County member leaders met with Board of Supervisor Richard Valle, to ask for his support
for an on-site Employee Health Clinic. Valle supported the members request and the Board of
Supervisor’s approved the Employee Health Clinic. Currently, members are participating in a
Health Care committee with the County to begin planning and implementation of the clinic.
Kings County member leaders are currently meeting with the County and other unions to walk
through the process of implementing a new ADP payroll system and to provide input on how
the new payroll system will impact their departments.
Kings County Superior Courts:


Kings County Courts saw a reduction in the number of furlough days from 21 to 16. This is the
first time Courts members have saw a reduction in furloughs in the fiscal year. This is due to the
work our members have done lobbying in Sacramento and pushing management to be fiscally
responsible. Members received approximately $56,000 back into their paychecks.
Kings County courts members attended the Judicial Council meeting of the AOC and lobbied
from more Court funding and a reduction in furloughs for employees.
Kings Community Action Organization:


KCAO ratified their new union contract with 100% support from the membership. The Contract
includes improvements to the vacation language and dental/vision insurance. Also they have
improved union access rights.
KCAO’s bargaining team will be meeting with the employer to review options for insurance coverage for the following plan year. The goal of the negotiations is to lower the cost of health
care premiums for employees.
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62 of 159
May Organizing Report
All in for Child Care
By: Catherine Balbas
Child care providers took part in a teletown hall on May 15 along with parents and
community allies. The call covered the proposed California budget and was also a call
to action for providers, parents and coalition members by participating in a "sing in"
during asks for support from electeds. Participants contacted key legislators by phone
and asked them to invest in early learning and childcare. Callers were encouraged to
break into song following the ask and sing their favorite children's song along with
children, co-workers and others. Some of the calls were videotaped and promoted via
social media during the first week to inspire other callers.
Child care providers in Tulare and Kern counties also participated in the COPE
endorsement process by attending the townhalls in their areas along with our other
members.
Tulare County Unit 2
We finally won! The United Auto Workers walked away from Unit 2 in Tulare County on
June 30, 2013. Upon learning of this, we assembled a team of organizers and moved a
petition for recognition. As this is public sector, it is subject to card check recognition if
a majority of workers sign the petition. We filed for recognition with a majority of the unit
(61%) on the petition. The Teamsters subsequently filed an intervening petition which
would have triggered an election between the two unions. After months of discussions
with Change to Win and the Teamsters, the Teamsters finally withdrew their petition and
SEIU Local 521 was recognized as the representative for Unit 2 by the Tulare County
Board of Supervisors on May 20, 2014.
San Bernardino County/Local 721
SEIU Local 721 is engaged in a campaign to organize as many as 11,000 San
Bernardino County workers into their local. The workers have an existing association
and are currently in contract negotiations. A tentative agreement was presented to the
workers for ratification and the vast majority of the bargaining units voted it down. The
decertification window is currently open and Local 721 is moving a petition to get an
election. The shelf life of the signatures is only 30 days. As a result, they need at least
100 organizers to reach their threshold for signatures by July 3, 2014 which is the target
date for filing. Every SEIU local in California has been asked to send organizers for the
30 day blitz. Local 521 has sent five organizers to assist with this exciting opportunity.
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CALIFORNIA
Organizing Roundup
JUNE 2014
Higher Education
Justice on the Move
SAVE THE DATE:
Our Adjunct Action organizing campaign
continues to build momentum across the
state. In the Bay Area, Local 1021 won two
landmark victories as Mills College and the
San Francisco Art Institute (SFAI) voted to
form their unions and become the founding
members of the Bay Area market wide
movement. 78 was the magic number, as
Mills College adjuncts voted 78 percent yes
Mills adjuncts Ben Brown and Kate Robinson
on May 14, followed on May 30 by 78 percent celebrate victory
of adjuncts at SFAI. The 336 total adjuncts
become the newest members of Local 1021. Support also continues to build among
350 adjuncts at the California College of the Arts.
In Los Angeles, heat is rising at a series of art school targets. Local 721 filed a
petition for more than 90 adjunct professors at the Laguna College of Art +
Design. Laguna ballots go out on June 19, and will be counted July 14. House visits
continue at four other art schools with a total of more than 200 adjuncts. Local
721 also continues to develop a strong organizing committee at Loyola Marymount
University, and bargaining has begun for Whittier College adjuncts who are moving
into the process of winning the first union contract for adjuncts in California.
On the statewide level, our public division local leaders and organizing directors
decided to create a higher education work group to promote issues of higher
education justice and move legislation that will impact students and professors
alike. The group will convene in the near future to develop a set of working
principles, and includes representatives from CFA, CSUEU, and Locals 721, 1021, 99
and 1000.
Statewide
organizing
training
September 10-11,
Los Angeles
The POP team asks
everyone to join us in
September to focus on
skills building and staff
development. We’ll
update each other on
recent campaign work,
and hear about the
progress we are making
toward promoting
economic and education
justice. Stay tuned for
more information.
Child Care Providers Turn Up the Heat on Gov. Brown
Child care providers from around the state loaded up their poster signs, geared up
their baby strollers and rolled into the Capitol for the “Stroller-In Lobby Day & Rally”
on April 30. They called on legislators to invest in quality early childhood education,
and to support providers to have the right to bargain collectively for improvements to our
child care system. Providers were joined by parents, children and childhood education
advocates, as well as Head Start Council members from Locals 221, 521 and 1021.
All the activity followed on the footsteps of a major coup for our California child care
organizing when Local 521 provider Nancy Harvey welcomed California Gov. Jerry
article continues on page 2
Gov. Brown at event with providers, kids
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2014 Organizing Campaigns
LOCAL UNION
WORKERS ADDED IN 2014
CURRENT CAMPAIGNS
Higher Ed (358)
(137), SF Art Institute
LOCAL 1021 Mills College
(199), DDSO (93)
WORKERS ENGAGED
Childcare sign ups (101), Tulare County
Child care sign ups (TBD)
LOCAL 521
Unit 2 (242)
Higher Ed (1,022), Riverside Per Diems
& Rec (39)
LOCAL 721 Pleasant Valley Parks
(550), Santa Barbara Courts (700),
San Bernardino County (11,000)
LOCAL 99 Childcare sign ups
(33)
LOCAL 221
358
TBD
13,272
Child care sign ups (TBD)
TBD
County agency shop units (TBD)
N/A
TBD
TOTALS844
13,630
Child care, continued from page 1
Brown to her West Oakland child care center March 21. After going on a “walk-a-day” tour and meeting the children,
the governor met one-on-one with Harvey and Local 99 provider Tonia McMillian to hear more about the need to give
providers a voice to help improve child care services. Luisa Blue, SEIU Local 521 chief elected officer, was among the
parents and VIPs who thanked Brown for coming, echoing the need for greater investment in early learning.
DD Workers Vote to Join
Local 1021
93 artists that work at the Developmental Disabilities
Services Organization (DDSO) voted overwhelmingly
(81 percent) to join SEIU Local 1021 on April 18. DDSO
is a program that seeks to enrich the quality of life for
persons with intellectual and developmental disabilities
through innovative and artistic strategies. Employees work
at three sites located in Stockton and Sacramento and
provide visual and performing arts programming,
employment services and community integration.
Tulare County Unit 2 Workers Unite with Local 521
On May 20, more than 200 maintenance, construction and custodial staff from Unit 2 in Tulare County
became the newest members of SEIU Local 521. Organizing a union had been a long and difficult
process for Unit 2 workers, who were unrepresented for nearly a year before the Board of Supervisors
voted to recognize Local 521 as their exclusive representative. They are now united with thousands of
Tulare County workers across five bargaining units who are already members of the local.
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19089.ml4.26.14
May 2014
Information Technology Report
By: Don Brown, Information Technology Director
1. Wireless network: IT configured a new wireless network with 7 access points in
San Jose office. The system is automated and is able to handle the traffic from
our members and staff alike whom attend large meeting.
2. GP profile issues: GP Great Plains / BP Business Portal work. IT worked on
GP/BP server issues.
3. Spam appliance problems: IT worked with Cisco to resolve our Spam and
Virus filter appliance. There was a problem with services provided by Cisco that
affected our spam and virus filtering system. IT with Cisco was able to resolve
the problem.
4. Email server maintenance: IT has finished extensive work on our email server
to maintain optimized performance.
5. File structure on the servers: IT finished the file structure on our servers and
migrated of files with permissions on to the new Windows server.
6. Help Desk: In the month of May the Information Technology Department
successfully closed 192 Information Technology Trouble requests from all L521
staff.
7. NAS server upgrades and maintenance: IT upgraded the firmware on all of the
satellite office NAS (Network Attached Storage devices) servers to insure stability
and continual functionality.
8. 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.
9. Backups: Monitored and configured all the servers’ backups to be performed
and monitored for disaster recovery on one central system.
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Admin / Building / Bylaws Report -
April - June 2014
By: Pam Rodgers, Admin Director
Leases
1. San Carlos office: The San Carlos office lease expires October 31, 2014. We are developing a plan for this
location and will report at next Executive Board.
2. CHUW Lease: We are ending our lease with CHUW due to increased staffing in the Visalia office. We
currently lease the space at $ 250 per month. The lease with CHUW will end effective June 30, 2014.
3. UHW Lease: We are signing a new lease with UHW in our Santa Cruz office. We will rent office at $350 per
month with a one year term to expire with our lease of June 30, 2015.
4. Cannon & Pitney Bowes Leases: Both leases are expiring in November 2014. Pending the decision from
Harris vs. Quinn and the analysis of the office will determine our plan for copiers/bulk mail operations.
Bylaws/Admin Updates
1. The next review of Bylaws will include chapters in Region 2 that has proxy language which are (Monterey Bay
Air Pollution and City of Salinas). .
a. The following bylaws will be reviewed and considered for the June Executive Board: Cupertino School
District, City of Wasco and Monterey County Superior Court.
b. Kern Courts – We have received the revised changes from the chapter and we will take these bylaws
to committee to be approved for the September Executive Board
2. Printing/Bulk/First Class Mailers:
Mail Type
Pieces
of
Mail Cost
mail each
Homecare Mailer New Hire
Total
Paper
Copies
Copy costs
&
Total job cost
4,247
$510
8489
$373
$883
45,016
$21,608
90,092
$ 1796
$ 23,404
(Bulk @ .12 ea) – multiple
pieces
Homecare blitz mailer to fee
st
payers (1 Class @ .48 ea)
BMR
Returned
mail
from
5400
$5400
n/a
n/a
$ 5400
Notice to Fee Payers
- not
1747
$210
3494
$ 33
243
New Member Mailer (bulk)
4,247
$510
8489
$169
$ 679
Members
1,572
$189
1572
$63
$252
228
$110
896
$10
$120
3,220
$ 386
6440
$145
$531
54,230
$22,714
102,406
$2,347
$30,641
homecare blitz
Homecare (bulk)
w/
Dues
Laspe
(bulk)
st
Newly retired members (1
class)
Convention Mailer (bulk)
Total mail processing for the
quarter
The admin team continues to audit the Local 521 website to delete any obsolete information and posted all new
meetings for 2014. This is an ongoing monthly audit the team performs.
3. SEJ Guidelines: We will be presented at the June Executive Board.
4. Retiree Chapter:
The leadership body of the retiree chapter will be attending LaborFest Conference in
San Francisco – July 20, 2014.
PR:SEIU 521 CTW\CLC
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Convention Budget August 1 to 3, 2014
Estimated Budgeted amount
$40,000.00
Venue: SEIU Local 521 Office & Rooms @
Airport Garden
City: San Jose
Total Rooming: 2 nights (rooming/meals
listed for Friday to Sunday) - Region 1 & 6
does not stay in hotel
LODGING EXPENSES
Lodging Rate
Estimated # of rooms
Lodging Total
$122
20
$4,896
CATERING EXPENSES (Based on 125 total)
(estimated/averaged)
Dinner 8/1/14
Breakfast 8/2/14
$6,000
$750
Lunch 8/2/14
$2,500
Dinner 8/2/14
$4,800
Breakfast 8/3/14
$750
Lunch 8/3/14 (bus only)
$250
Snacks
$150
Catering Total
Entertainment EXPENSES
$17,700
$2,100
EQUIPMENT EXPENSES
(estimated/averaged)
Tent rental
$7,100
A/V equipment rental
$1,000
Document Printing - in house
Equipment Total
$300
$8,400
TRANPORTATION EXPENSES
Car/Van Rental (4) * Estimate
Gas
$2,064
$750
Bus Rental (Regions 3, 4, 5)
$4,850
Transport Total
$7,664
ESTIMATED CONVENTION COSTS
$40,760
This budget factors in 100 delegates, 2 Key note speakers and 23 staff. It does not factor in guests.
At the last convention there were 30 guests @ $84 pp with a total costs of $2500
If we factor 1/3 of delegates bringing guests the assumption is about the same with a total additional cost of $ 2500
At the last convention there were 10 children with a cost of $15.00 pp total
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SEIU Local 521
PACE and PAC
as of May 31, 2014
Issues
Bank Balance as of 4/30/14
$
Outstanding Deposits: None
26,856.55
-
Outstanding Motions:
Membership at Kern Medical Center
Fund the Secured Retirement Working Group
Yes on Measure F Committee
Labor Leader Committee (General Fund)
10,000.00
7,500.00
2,500.00
600.00
Available Funds - PACE
Available Funds - PAC
452.06
5,804.49
0.00
Candidates
Outstanding Deposits: Apr, May
$
72,697.21
17,385.60
Kevin Mullin
Rich Gordon
Bob Wieckowski
Nora Campos
Paul Fong
Mark Stone
Luis Alejo
Rudy Salas
Jerry Hill
Jim Beall
Bill Monning
Cortese for Mayor 2014
Ed Mitchell for Supervisor
John A Perez for Controller
John Chiang for Treasurer 2014
Dave Jones for Insurance Commissioner 2014
Reelect Attorney General Kamela Harris 2014
Jefferson-Jacklson Dinner UDC
Carol Groom for Supervisor 2014
Re-Elect Supervisor Don Horsley 2014
Evan Low for Assembly 2014
Kansen Chu for Assembly 2014
Committee to Elect Susan L. Greenberg Judge 2014
Stephanie Garratt for Superior Court Judge 2014
MBCLC COPE
Friends of HR Perea
Labor Leader Committee
Jacqui Irwin for State Assemble 2014
Ken Yeager for County Supervisor
Virginia Gurrola for Board Supervisor
SMCLC COPE
Available Funds - RETIREE
750.00
2,000.00
1,500.00
1,500.00
2,000.00
2,500.00
1,250.00
1,000.00
2,000.00
2,500.00
2,500.00
1,100.00
1,500.00
1,000.00
1,000.00
1,000.00
1,000.00
500.00
1,000.00
1,000.00
2,000.00
2,000.00
250.00
250.00
500.00
1,000.00
200.00
750.00
500.00
1,500.00
1,576.00
240.86
40,212.95
10,503.00
(0.00)
Independent Expenditures
Outstanding Deposits: None
$ 241,873.88
-
Ed Mitchell for Supervisor
Polling for Monterey County BOS District 2
Blong for Supervisor 2014
Esmeralda Soria Campaign
25,000.00
10,000.00
100,000.00
5,000.00
175.00
101,698.88
(0.00)
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N:\Finance\Monthend\2014\0514\PAC & PACE 0514May
1 of 1
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REGION 1 TRUSTEE REPORT – May 10, 2014
By: Connie Chew - SEIU 521 Region 1 Trustee
2014 First Quarter SEIU 521 Audit
On May 10, 2014, I participated in an audit of the first quarter of 2014
with Bill Ragland and John Roitz at SEIU 521 in San Jose. We each
handled different parts of the audit with some overlap. My primary
focus this time was on the assets pursuant to review of a sampling of
documentation from that category. My Trustee Audit Assessment was
provided to Cheryl (covering for Ming Lee) on May 10, 2014.
Overall, I was satisfied with the supporting bank statements and
documentation relating to assets reviewed (bank accounts and fixed
assets). I questioned a T-Bill for agency fees which was closed, but
Cheryl was able to explain to me that when the account matured, the
money went to the agency fee checking account. I confirmed the
money transfer pursuant to the bank statements. There were two new
fixed assets confirmed with supportive invoices and meeting minutes
which indicated their approvals. Cheryl confirmed that there were no
fixed assets disposed of.
John Roitz reviewed the receipts relating to dues and found one
empty folder. He also reviewed payroll and had suggestions for future
audits. I asked Cheryl if the Department of Finance reviewed payroll
registers for accuracy, and she said she (Ming Lee) did and it was
confirmed with her initials on those registers. After John left the audit,
I reviewed a few more dues receipts folders and found two additional,
empty folders. I asked Cheryl and she will ask an employee (who has
been out of the office) about that documentation (Monterey County
and MV Public Transportation). Upon my request, Cheryl also
provided and I reviewed the documents in a separate binder for EFT’s
relating to COPE contributions. In addition, I spot-checked other
accounts receivables in the department for accurancy.
Bill Ragland handled review of disbursements and LMRDA
compliance.
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Report on Nurse Alliance of California Legislative Conference, May 6 & 7, 2014 Citizen Hotel, 926 J Street, Sacramento CA Present from local 521: Ramona Faucette (staff), Carmela Morales‐Board RN, Jeff Rockholt RN, Regina Kane RN, Rose Ojeriakhi RN, Semira Houssein RN Meeting commenced at 10:00 with introductions. 10:00‐11:00 Collaboration is the new currency: Presenter: Shamika Ossey An example of how nurses can utilize their skills to have a positive lasting impact in their community. This was an explanation of how a Community Emergency Response Team (CERT) was set up by a nurse in the Watts community by working with schools, law enforcement, emergency medical systems to help disadvantaged youth to become active in their communities in a positive way. 11:00‐11:30 The Division of Occupational Safety and Health(DOSH), better known as CAL/OSHA Presenter Juliann Sum Nurses learn how the Injury Illness Prevention Program (IIPP) works, is enforced, and how nurses and their respective unions can use it to protect themselves from workplace injury as well as the patients they care for. 11:30‐11:45 Break 11:45‐13:15 Blood Borne Pathogens, Safety Needle Laws, and Safe patient Handling Law; Implementation and Enforcement Nurses learn to understand the specifics of the new CAL/OSHA enforcement regulations of tis law to insure that employers comply with new requirements and implement Safe Patient Handling programs and policies at their facility. CAL/OSHA is currently working on implementing this law, including developing educational materials, providing training to field staff, and working on an implementing regulation. 13:15‐13:45 Lunch 13:45‐15:15 Safe Care Standard Campaign for California Health Care Workers: Nurses learn about their rights and responsibilities in regards to a more safe work environment for patients and themselves. How to develop a campaign for workplace violence prevention through a CAL/OSHA standard. 15:15‐ 15:30: Break 15:30‐17:00 Seizing This Moment: Learn the new quality measures that nurses are being measured by, and learn strategies that are transforming the way union members tackle and improve quality care. Teamwork, facility based labor management partnerships and education are emphasized. Nurses learn 77 of 159
how to utilize training, communication, and union campaigns in order to create a safer patient‐care environment. 19:00: Dinner and Glenda Canfield Award Presentation Wednesday May 7, 2014 8:00‐9:00 Breakfast and sign in. 09:00‐10:00 Taking the Lead in Healthcare Legislation: How legislation evolves, current legislation that impacts nurses and the patients they care for. Objectives: At the conclusion of these three legislative segments, nurses on California legislation of interest to registered nurses and learn how these pieces of legislation affect their profession and patients. Nurses will have an understanding of how the California legislative process works and learn how to be an active and informed citizen in that process. Nurses will learn how to work as a team to strategize, set, and implement lobbying goals at the State Capitol. 10:00‐ 10:50 Being an Effective Citizen Activist: Lobby training. The three primary bills of concern to nursing were discussed and positions explained. These bills were: AB 2062 (Hernandez) Requires Surgical Technologists to be nationally certified. AB 2144 (Yamada) Establishes patient ratios in State Hospitals. AB 2155 (Ridley‐Thomas) Prohibits nurses from being forced to work overtime (unless special circumstances exist) and prohibit state facilities from retaliating against or dismissing nurses who refuse to do so. 11:00 Lobbying at the Capitol. Nurse lobbying team from Local 521 with members Jeff Rockholt, Rose Ojeriakhi, Semira Houssini met with Legislative members Nazarian and Rodriguez staff and lobbied for the SEIU positions at 11:00 and 11:30 respectfully. During this time Local 521 members Rosie Kidwell, Regina Kane and Carmela Morales‐Board met with SEIU lobbyists to review AB 2546 and emphasize that they could only support the bill if it contained amendments that protect current Kern Medical Center employee’s pensions and seniority. 1:30 PM Committee on Local Government: 78 of 159
Local 521 member Rosie Kidwell, a program manager for Kern Medical Center testified that the amendments to AB 2546 were essential to ensure that employee’s pensions and seniority were protected in setting up a Hospital Authority. Local 521 members Regina Kane, Carmela Morales‐Board, Jeff Rockholt, Rose Ojeriakhi and Semira Houssein all testified to support the bill with amendments. 15:00) Return to Bakersfield by van. Respectfully submitted: Jeffrey S. Rockholt 79 of 159
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SEIU LOCAL 521
AFRAM Fresno Caucus
ACTIVITY REPORT
April 2014 – June 2014
AFRAM Central Valley (CV) was finally able to be titled AFRAM Fresno
effective April.
AFRAM Fresno kept up meeting monthly meetings, SEJ meetings and Budget
& Finance and Executive board meetings for April – June 2014
AFRAM Fresno has been displaying their new banner in the Unity Hall in
Fresno’s Local 521 office with a sign out/in when taken from the Hall.
AFRAM Fresno members and leadership participated in the phone banking
and precinct walking for Blong Xiong for the month of April and May.
AFRAM Fresno also attended the Voices of the People Awards Dinner in Los
Angeles, Ca at California African-American Museum on Friday April 25, 2014.
At the dinner they awarded Congresswoman Maxine Waters; Assembly
Member Reginald Jones-Sawyer; Linda Dent SEIU 721 Vice President; Dr
Maulana Karenga CSULB Chair & Professor of African American Studies and
Dominque DiPrima, KJLA Radio Talk host, The Front Page.
AFRAM Fresno Leadership attended their 1st Western Region AfricanAmerican Caucus (WRAAC) Summit held in Los Angeles, Ca at the Los
Angeles Trade Technical College on April 25-27, 2014 which was titled “The
State of Blacks in America: Labor and Community Challenges and
Successes”. They had special guest, Patricia Ford, former SEIU International
Vice President. Their Keynote Speakers were: Bill Fletcher Jr on Saturday
April 26, 2014 and Julianne Malveaux on Sunday April 27, 2014. Paneled
discussions were: The State of the Black worker; Impact of the Criminal
Justice system, on Education, Jobs and Community (My Brother’s Keeper);
How Politics work; Changing Dynamics: Black, Latino, Asian and Native
American, critical and common issues, creating unity amongst all people of
color; and Accepting the Mantle.
AFRAM Fresno participated in the NAMI Walk May 10, 2014. We donated
$250. Arvelia and her son Adonis did the 3.5 mile walk at Woodward Park
and enjoyed the festivities that followed afterwards.
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AFRAM Fresno hosted their 6th Annual Juneteenth on June 7, 2014. A total of
33 attended this event. We had a Face Painter: Ayanna Merez who stood in
for Akilah Medina; Praise Dancer: Chrystal Hale; Meaning of Juneteenth:
Arvelia Via; Rogenia Cox introduced our Keynote Speaker: Daren Miller (he
received a Purple Member t-shirt in a purple bag); Essay winners who wrote
on Martin Luther King Jr: 1st place Athena Silvas (present), 2nd place
Christian Saenz (present) and 3rd place Renisha Muhar (not present). We
gave 3 $10 Starbucks gift cards: Oldest person attended – Mr Silvas (72 yrs
old), Youngest person attended – Athena & Laylah Patterson (5 months old –
Ebony Fitch mom) & Farthest visitor attended (Selma) – Solomon & Bella
Barela. We also did a 50/50 raffle. Total tickets purchased for the raffle was
$80 and the winner of the $40 was Patricia Strattman-Clay. We raffled off
Purple SEIU stuff by answering questions about Juneteenth History:
Christian Saenz (4/15 questions correct), Noah Saenz, & a family tie of how
many people attended in the same family: Silvas (7 people) and the Hales
(7 people). Kid raffles: Athena Silvas, Christian Saenz, Malia and CJ Hale.
2nd Annual T-shirt raffle won by: Lynda Fitch. Food was provided by Herman
Tatum, Jr and Peach Cobbler was provided by Ovonder Tatum.
AFRAM Fresno is working on building relationships with other California
Caucuses and other AFRAMs to be developed in California so that we can
support one another.
AFRAM Fresno is working on doing road trips to further our awareness and
sponsor a positive Community-oriented reputation and also to be a
fundraiser to increase our opportunities to work our Community.
AFRAM Fresno will be working on attending the Western AFRAM meetings
with San Jose AFRAM so that we can continue on building a strong
relationship among our brothers and sisters in the Western Region. To also
develop our Leadership skills by working with our International/National
AFRAM for membership, Immigration Reform and a fair budget with great
health coverage.
AFRAM Fresno will be purchasing SEIU materials to use in meetings and
events as gifts and to raffle off.
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Western Region Summit
April 25-27, 2014
Quarterly Meeting Summary
Los Angeles, Ca
SEIU AFRAM Caucus Western Region hosted the Voices of the People Awards Dinner
honoring: Congresswoman Maxine Waters, Assembly Member Reginald Jones-Sawyer, Linda
Dent (SEIU 721 Vice President) and Dr Maulana Karenga (CSLUB Chair & Prof of African
American Studies) with Keynote Speaker Dr Julianne Malveaux which was at California African
American Museum – Courtyard Room located at 600 State St – Exposition Park, Los Angeles,
Ca on Friday April 25, 2014. Fresno AFRAM was able to send Alysia Bonner and Barigye
McCoy for the entire weekend with gas, parking and food reimbursement approved by the
leadership board. Leadership agreed upon rearranging our approved budget to afford this
awesome opportunity to exchange ideas and uplift ourselves during our trying times.
Summit was held at Los Angeles Trade Tech College. SEIU AFRAM Western Region Summit
themed “The State of the Black Worker – Labor, Community and Our youth Accepting the
Mantle” held for the weekend on Saturday and Sunday. We enjoyed 4 sessions of discussions
titled: State of the Black Worker; Politics, Labor and the Black Community; Cutting Through the
School to Prison Pipeline; and Dialogue on Diversity, Equity and Racial Justice on Saturday. On
Sunday we had Sunday service, Keynote Speaker Dr Julianne Malveaux, discussion on Our
youth: Accepting the Mantle with 3 Graduate students who are actively out there organizing and
asking the question of “Where do we go from here?”
Our dignitaries were: Patricia A Ford (founding president of AFRAM), Bill Fletcher Jr, Lola
Smallwood Cuevas: LA Black Workers Center, Linda Dent: VP of SEIU 721, Donald Wilson,
Greg Akili, Bob Farrell, Dr Alpha Curry and Guess, Dr Maulana Karenga: Prof & Chair of
Africana Studies, CSLUB, Rev William Smart, Rev Thembekila Smart: Christ Liberation
Ministries, Captain Reginald K Seabrook: US Army Corps of Engineers and Dr Julianne
Malveaux.
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Our Latino Caucus members were in the May 1, 2014
celebration rally here in San Jose. Over 1000 people
participated in this Rally Highlighting the continuing struggle to
obtain Comprehensive Immigration Reform – Rachel Subega
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APALA Caucus in San Jose and San Mateo Report
This report is a summary of The APALA Caucus in San Jose and San Mateo. The
most exciting activity was the APALA Heritage Event on Saturday May 31, 2014. There
are over a dozen of cultural presentations which included: Fashion show by the members of APALA, Tae Kwon Do demonstration by Mary Jan
Vigil, Filipino Folk Dance by Hiyas Dance Company, Vietnamese Folk Dance by a
Catholic Youth (Lasan) group from Saint Patrick Church, Hawaii Island Dance, Filipino
Martial Art, Vietnamese Opera, Chinese Gu-Zhing (Piano) by Kristie, Lucas and Katie
Lam. Disc Jockey and Elvis Impersonator by Gus Almedo. Dance lessons provided by
our own the one and only Luis Aguilar. Since any event won't be an event unless it has Foodies, so there we go (all the way)
A whole Roasted PIG from Ranch 99's, all kinds of delicacies and extra-ordinary food
from all over the world (kind of). The most important thing is I could see the event's
room is filled with happiness, wind (from the dances) fire (from the Tae Kwon Do, and
martial Art), but foreign culturally artistic performances. Last but not least, the APALA Heritage Celebration has prepared us a new mission APALA members need to tell everyone men, women, workers, farmers, professional
that APALA is fun, informative and service to others. In unity, Heidi Pham 87 of 159
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* Motion Number: B
Date: June 28 & 29, 2014
Motion Title: Political Consent Agenda - (pages 93-94)
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 – Contributions to CalPers Board Candidates Priya Mathur and Theresa
Taylor - (pages 95-96)
* 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:______________________________________________________________
Motion: Carries 
Fails:

Signatures
____________________________________________
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Motion Number:
B/1
Date: June 28 & 29, 2014
Motion Title: Contributions to CalPers Board Candidates
Recommended By: SEIU Local 521 Pension Committee
Background: Priya Mathur is a current member on the Cal PERS Board. She is up for
re-election this year. Priya is a current union member in AFSCME. She has been a
strong union ally and has proven to be a trusted and active member of the Board
especially in regards to issues of equity and social justice. Priya is running for the Local
Agency Seat. Priya has participated in the first ever Statewide Cal PERS SEIU teletown hall endorsement process. Priya is officially endorsed by SEIU State Council.
Teresa Taylor is an SEIU Local 1000 member. Teresa is a longtime union member and
activist. Teresa is running for the State seat on the Cal PERS Board. Teresa is
endorsed by SEIU Local 1000.
Motion:
To contribute $3,500 from the 521 Candidates Account to Priya Mathur for
election to the CalPers Local Agency Board and that $3,500 from the 521 Candidates
Account be contributed to the election of Teresa Taylor to the CalPers State Board.
Priya Mathur for the CalPERS Board 2014:
44 Woodside Drive
San Anselmo, CA 94960
FPPC #1328592
Theresa Taylor for CalPERS Board 2014
FPPC # 1365562
% Rita Copeland, Assistant Treasurer
River City Business Services
5429 Madison Avenue, Sacramento, CA 95841
Follow Up:
Moved by:___________________________ __ Second :___________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Votes in Favor:__________ Votes Opposed:_______
Signatures
Motion: Carries Fails:
Abstentions:_______
Tabled Until: Date:_________
____________________________________________
KMS:kns SEIU 521 CTW/CLC
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* Motion Number: C
Date: June 28 & 29, 2014
Motion Title: Bylaws Consent Agenda
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.
Bylaws Motions and Information:

Motion C/1 – City of Waco - (pages 99-100) - Actual Bylaws on tables – (pink)

Motion C/2 – Cupertino Union School District - (page 101-102) – Actual Bylaws on tables
(pink)
* Motion C:
–
To approve as presented ALL Motions on the Bylaws Consent
Agenda EXCEPT those pulled and listed below which will be held for discussion
and approval or denial:
Follow Up:
Moved by:__________________________ __ Second :____________________________
Pulled:______________________________________________________________
Motion: Carries 
Fails:

Signatures
____________________________________________
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Motion Number:
C/1
Date: June 28 & 29, 2014
Motion Title: Acceptance of the City of Waco Chapter Bylaws Approved by the
Localwide Bylaws Committee
Recommended By: The Localwide Bylaws Committee
Background:
The Localwide 521 Bylaws Committee has considered and
recommended that the SEIU Local 521 Executive Board approve the City of Waco
Chapter Bylaws as recommended by the Localwide Bylaws Committee.
The language is in packets on the tables – (pink).
Motion: To approve the City of Waco Chapter Bylaws as presented.
Follow Up:
Moved by:___________________________ __ Second :___________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Abstentions:_______
Signatures
____________________________________________
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Motion Number:
C/2
Date: June 28 & 29, 2014
Motion Title: Acceptance of the Cupertino Union School District Chapter Bylaws
Approved by the Localwide Bylaws Committee
Recommended By: The Localwide Bylaws Committee
Background:
The Localwide 521 Bylaws Committee has considered and
recommended that the SEIU Local 521 Executive Board approve the Cupertino Union
School District Chapter Bylaws as recommended by the Localwide Bylaws Committee.
The language is in packets on the tables – (pink).
Motion: To approve the Cupertino Union School District Chapter Bylaws as presented.
Follow Up:
Moved by:___________________________ __ Second :___________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Abstentions:_______
Signatures
____________________________________________
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Motion Number: D
Date: June 28 & 29, 2014
Motion Title: Declare the Localwide AFRAM Caucus Chair Position Vacant.
Recommended By:
Local 521 President
Pamela Rodgers, Staff to the SEJ Committee; Gwyn Harshaw,
Background: The AFRAM Caucus would like to have a Localwide AFRAM Caucus Chair
covering the “Northern” AFRAM Caucus, the “Central Valley” AFRAM Caucus and any other
area Caucuses that might be formed in the future. This is the way it was when Ouida Lewis
was the AFRAM Caucus Chair, and both the Northern and Central Valley Caucuses would
like to continue this structure. Since the AFRAM Caucus does not have Bylaws a process
must be determined to ensure a democratic selection of the AFRAM Caucus Chair until
Bylaws are approved.
Currently there is a dispute between the Northern AFRAM Caucus and the Central Valley
AFRAM Caucus regarding if there is a Localwide AFRAM Caucus Chair since Ouida has
retired. The Central Valley AFRAM Caucus wanted to hold an election in March 2014, to fill
the slot. The election was stopped in order to determine what should be done. In January
2014, the Fresno minutes make it clear that the AFRAM members wanted to hold a
Localwide election for a Localwide AFRAM Caucus Chair. The Northern AFRAM Caucus
has provided the Local with no minutes, agenda, motions or any other documentation about
any of their meetings which is a requirement of all caucuses, chapters and other member
groups. The solution to the dispute seems to be to declare the Localwide AFRAM Caucus
Chair Position Vacant and hold an election to democratically elect a Localwide AFRAM
Caucus Chair allowing all AFRAM members to nominate and elect their Localwide AFRAM
Caucus Chair.
Motion: To declare the Localwide AFRAM Caucus Chair Position vacant and hold an
election to democratically select a Localwide AFRAM Caucus Chair giving all AFRAM
Caucus members the right to nominate and elect the Localwide AFRAM Caucus Chair.
Follow Up:
Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Signatures
____________________________________________
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Central Valley AFRAM Caucus Minutes Dinner 5:30p – 6 p, Meeting 6p Thursday, January 16, 2014 Unity Hall, Fresno, Ca Call to Order Time 5:55pm Joint Quarterly meeting Central Valley Fresno and San Jose. Introduction Fresno: Rogenia, Vice Pres, welcomed everyone: Arvelia, President by phone, Alysia, Sergeant of Arms by phone, Brenda S (Internal Organizer). San Jose: Ellen Rollins, acting Pres and Barbara Williams, acting Secretary. Minutes Reading and Approval: Aug, Oct – Tabled to next meeting 12/12/13 1. Motion 2. Second 3. Carried Treasury Report Balance: $2,445.91 (Combined w/San Jose) as of Dec 31st from last SEJ meeting budget report. Old Business Banner Purchase: Art of Life/Mad Illustrators – finally got it before the end of the year 2013. T‐Shirts for Leadership: Arvelia, Rogenia, Barigye, and Alysia – following up on this. New Business  Martin Luther King Celebrations: Fresno: Garlanding Ceremony at MLK’s Bust on Friday, Breakfast on Saturday at Clovis Veteran’s Auditorium and march on Monday followed by program at Fresno Veteran’s Memorial/Auditorium. San Jose is having a luncheon that was approved on at SEJ mtg on Monday Jan 13th.  Feb 22, 2014 – Cat of FUSD of Education is having a essay contest – suggestion of piggy‐backing of using the remainder of essays who didn’t win in their contest for our Black History month – Our budget for prizes are as follows: 1st place $100, 2nd place $75 and 3rd place $50 gift cards to be given out by Feb 28.  Feb 22, 2014 Saturday – luncheon – catering: Alysia and Rogenia $600 unanimous for food, 50/50 raffle, prize raffle and Black trivia  Fundraising Opportunities – Bus trip(s) scheduled for March– Casino trip with PWD or San Jose which is their annual Tahoe trip which is an overnight in May.  Membership Annual application due by March 31st – 2013 cards were never received  Update contact list – San Jose and Fresno  National Convention – Western VP of LA regional meeting is in Seattle, WA for MLK weekend – Sis Marilyn and/or Alysia  Detail Report – check for Central Valley Fresno leadership team t‐shirts – 10/31/13 check for t‐
shirts to Mad illustrators $132 it could be for the banner must follow‐up with Myrick. 105 of 159


Organize other chapters within the Central Valley – Kern, Kings, Tulare: Catherin Balbas (Organizer Director) spoke to Barigye and I on ways to inform and recruit our membership as reach towards our 2‐yr goals Connecting to the Community ‐ Contact Black churches & businesses: table to next meeting 12/12/13 Open Forum 1) Alysia – helping Arvelia and Adonis as they are still down in LA for Adonis’ admit at UCLA from 1/6/14 ‐1/10/14 – as Adonis is having complications from the surgery for his bladder on 1/6/14. Arvelia is unsure how long they will be done there as the doctor wants complete bed rest with undetermined end date for extra healing. Ellen motioned for donation of $200 for help with extra expenses that Arvelia and Adonis will/have incurred for this admission/extension for the month of January. Rogenia 2nd this motion. A unanimous vote of yes for this donation to Arvelia and Adonis for the month of January 2014. Ellen – San Jose will donate to Arvelia and Adonis for the month of February 2014 and PWD and they will also donate to Arvelia and Adonis in March 2014. It was also suggested that the other caucuses to be asked for the other months as a rotating help for these expenses for Arvelia and Adonis. 2) Rogenia – thanked all of the AFRAM caucuses for helping with donations on her obtaining her PhD as she ending the road to thesis in 3 weeks. 3) AFRAM caucuses to go from quarterly meetings to monthly meetings – we can be more unified in our activities and out in the community more. Consensus was agreeable to this change. 4) Ouida retired from San Mateo last year. Time to replace Ouida’s vacant position of representing all caucuses. Agreed upon to have our contact lists updated and to contact members for this election to take place in March 2014. San Jose and Fresno AFRAMs are to send their contact lists to Brenda Smith, Fresno’s Internal Organizer for making of a full contact for AFRAM. Also Marcia Ramos of San Jose and Lianne Mazzela, Fresno secretaries for our offices to have the lists for joint meetings. This position is outside of AFRAM delegate which Arvelia Cooper‐Whigham is holding right now. Louisa Blue and Gwyn Harshaw had Arvelia to be the representative until the election is discussed on. Table to Next Meeting 1] The rest of this agenda 2] Another informational on organizing and developing out AFRAM membership positively 3] Election for AFRAM representative Adjournment Motion: Arvelia motioned to adjourn the meeting at 6:50 pm 2nd: Alysia. Carried: all agreed w/no abstentions/discussions Next Meeting February 13, 2014 and election is March 13, 2014 Call to R.S.V.P. (559) 447‐2560 106 of 159
Motion Number: E
Date: June 28 & 29, 2014
Motion Title: Approval by the Executive Board of the Policy – SEJ Guidelines.
Recommended By: SEIU Local 521 Budget & Finance Committee
Background:
The Policy – SEJ Guidelines has been updated and revised to
incorporate the issues that have arisen over the last couple years. They have been
approved by the Budget & Finance Committee, and the Executive Board has been
asked to approve them. Please review the red-lined and corrections accepted versions
of the document.
Motion: To approve the attached Policy – SEJ Guidelines.
Follow Up:
Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Signatures
____________________________________________
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Initial Draft 8/3/12 Revised June 2014 SEIU LOCAL 521
POLICY - SEJ GUIDELINES
This policy will address SEJ Committee and Caucus member and vendor reimbursements
for all SEIU Local 521 SEJ Committee and Caucus expenses.
1. MEETINGS:
a. Use Authorization to Issue SEJ Caucus Funds form to submit all requests for
payment.
b. Form can be used to pay individual members, food vendors and American Express
charges.
c. Per IRS compliance, all individuals and companies receiving payment are required
to submit a W-9 to SEIU Local 521 before payment can be made.
d. Original itemized receipts, invoices and sign-in sheets must be attached to form.
e. Flyer, announcement or leaflet must be attached for additional back-up.
f.
Signed approvals from Caucus Chairs and/or Localwide Chair of SEJ Caucuses
must be completed.
g. Meeting minutes showing the motion to approve expenses that are not
pre-budgeted/pre-scheduled must be attached to form.
h. All Caucus Chairs and/or designees must attend all SEJ meetings, held the 2nd
Monday of each month, or provide approved excuse.
2. TRAVEL EXPENSES:
a. All travel arrangements will be coordinated by SEIU 521 Travel Desk. Rates will be
compared and booked at the lowest available fare.
b. If any Caucus member wants a specific accommodation that is more expensive, that
member is responsible for paying the difference in price.
c. If overnight stay is required, accommodations will be made at facilities that SEIU
Local 521 has established corporate account.
d. All travel must be pre-approved by Caucus Chair and/or Localwide Chair of SEJ
Caucus.
e. All food expenses must be signed off for by the person traveling and receipts turned
in for reimbursement. NOTE: Please try to pre-calculate and pre-approve food
expensive for travel.
3. MILEAGE:
a. Mileage must be pre-approved by Caucus Chair.
b. Standard SEIU Local 521 Mileage Reimbursement Form can be used to
document miles.
c. Form must be attached to Authorization to Issue SEJ Caucus Funds with approval
signatures.
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Initial Draft 8/3/12 Revised June 2014 4.
CONFERENCE REGISTRATION:
a. Request to pre-register must be submitted at minimum four weeks prior to early
registration deadline.
b. Authorization form must have approval signatures.
c. Registration forms, programs, brochures must be attached for additional back up.
d. Remittance information must be clearly defined on Authorization to Issue SEJ
Caucus Funds form.
5. TECHNOLOGY PROPERTY:
a. Refer to SEIU Local 521 Development, Implementation, and Expenditure of 521
Budget Policy and Procedures for policy.
6. DONATIONS:
a. Requests for donations to be submitted on Authorization to Issue SEJ Caucus
Funds form.
b. Pre-budgeted donations must be approved by Caucus Chair and/or Localwide SEJ
Chair.
c. New donation request require copy of minutes and motion approving dollar amount
attached to Authorization to Issue form along with approval signatures.
d. All donations regarding Good & Welfare will be submitted to G&W (Article XIV of
SEIU Local 521 Bylaws).
7. SUPPLIES:
a. Supplies purchased out of pocket or using SEIU Local 521 corporate accounts must
be pre-approved by Caucus Chair and final approval by Local wide Chair. Original
legible receipts and/or invoices must be attached. IRS required W-9 must be on file.
8.
SUBMITTAL PROCESS:
a. All requests are to be submitted to the Administrative Assistant in the appropriate
Local 521 office for payment.
b. Our administrative staff will put the documentation together and submit the
completed request to Accounts Payable (San Jose office).
c. Expenses must be received by Finance at least one week prior to the 15th or 30th of
each month to be processed in the respective check run cycle. All payments are
mailed out on the 15th and 30th of each month.
d. Finance Department Accounts Payable needs a minimum one week to turn over a
payment. Incomplete requests will not be processed for payment.
e. All policy and procedures apply to American Express related charges on behalf of
SEJ Caucuses.
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Initial Draft 8/3/12 Revised June 2014 f.
9.
EMERGENCY SUBMITTAL must be received by Finance at least 48 hours prior to
the 15th or 30th of each month to be processed in the respective check run cycle. All
payments are mailed out on the 15th and 30th of each month.
FUNDRAISERS:
a. Define the purpose of the fundraiser and state the targeted goal.
b. Keep a detailed record/accounting of the funds raised and expenses incurred during
the fundraiser. Keep funds/assets secure at all times. At the end of the fundraiser
reconcile all accounting and give the money to the SEIU Local 521 Finance Director
to be put into the proper Caucus account.
10. ANY SEJ COMMITTEE VOTING:
a. One Caucus, One Vote
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SEIU LOCAL 521
SEJ / COMMITTEE AND CAUCUS BUDGET PROCESS CALENDAR
First Quarter:
January – March
Second Quarter:
April-June
•
Budget process begins at regular meeting with notification to Caucus
Chairs to begin putting together two year plans and budgets
•
Notification made of the August Regular Meeting as the deadline to
submit plans and budgets
Third Quarter: July - September
•
Any Caucus needing assistance and/or training shall notify the
Localwide SEJ chairperson in order to meet the deadline
•
The Localwide SEJ chairperson will confirm total anticipated funds for
each Caucus
•
Special meeting of SEJ will be held to discuss and approve the master
budget for SEJ and Caucuses
•
Deadline to submit two year plans and budgets at August regular
meeting
•
Upon recommendation of SEJ Membership, Committee can accept,
decline or send back to SEJ and Caucuses to clarify and discuss
Fourth Quarter: October - December
•
•
Final budgets sent to the Executive Board Budget & Finance
Committee prior to its October meeting
•
During the 521 General Fund Budget Process, the SEJ budgets shall
be included when the General Fund Budget is presented
•
Executive Board will approve budgets at year-end December meeting
•
By January December 15th, all purchases must be made and
documentation turned in to the Finance Department so the books can
be closed by December 31 each calendar year.
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DRAFT May 2014 SEIU LOCAL 521 FAQ
This FAQ sheet will address SEJ/Caucus/Chapter/Industry Council member questions.
1: How do we submit a receipt for reimbursement?
A: You would use an Authorization to Issue SEJ Caucus Funds form to submit all requests for
payment.
• Form can be used to pay individual members, food vendors and America Express
charges.
• Per IRS compliance, all individuals and companies receiving payment are required to
submit a W-9 form to SEIU Local 521 before payment can be made.
• Original itemized receipts, invoices and sign-in sheets must be attached to form.
• Flyer, announcement or leaflet must be attached for additional back-up.
• Signed approvals from Caucus Chapter Chairs and Local wide Chair of SEJ Caucuses
must be completed.
• Meeting minutes showing the motion to approve expenses that are not
2: How do we cover travel expenses?
A: All travel arrangements will be coordinated by the SEIU 521 Travel Coordinator. Rates will be
compared and booked at the lowest available fare.
• If any Caucus member wants a specific accommodation that is more expensive (with
original quote from Travel Coordinator attached), that member is responsible for
paying the difference in price.
• If overnight stay is required, accommodations will be made at facilities that SEIU Local
521 has established corporate account.
• All travel must be pre-approved by Caucus Chapter Chair and Local wide Chair of SEJ
Caucus.
3: When do we have to turn in our reimbursement requests? Is there a cut-off?
A: Reimbursement requests are due before the 15th and 30th of the month. See #8.
4: How do we get reimbursed for mileage?
A: Standard SEIU Local 521 Mileage Reimbursement Form can be used to document miles.
• Mileage must be pre-approved by Caucus Chapter Chair.
• Form must be attached to Authorization to Issue SEJ Caucus Funds with approval
signatures.
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DRAFT May 2014 5: How do we get reimbursed for a conference registration?
A: Request to pre-register must be submitted at minimum four weeks prior to early registration
deadline.
• Authorization form must have approval signatures.
• Registration forms, programs, brochures must be attached for additional back up.
• Remittance information must be clearly defined on Authorization to Issue SEJ Caucus
Funds form.
• Budgeting item in current budget.
6: How do we handle donation requests?
A: Requests for donations to be submitted on Authorization to Issue SEJ Caucus Funds form.
Pre-budgeted donations must be approved by Caucus Chapter Chair and Local wide Chair.
New donation request require copy of minutes and motion approving dollar amount attached
to Authorization to Issue form along with approval signatures.

Good & Welfare: Donations related to good and welfare must to the G&W committee
for review and approval. The caucus can make a recommendation (see Local 521
bylaws – Article XIV – attached)
7: How do we get reimbursed for supplies and equipment?
A: Supplies purchased out of pocket or using SEIU Local 521 corporate accounts must be
pre-approved by Caucus Chapter Chair and final approval by Local wide Chair. Original
legible receipts and/or invoices must be attached. IRS required W-9 must be on file. We
prefer that Local 521 does the purchases due to warranty tracking.

IT Equipment: (policy on IT equipment)
8: To whom do we submit the reimbursement form?
A: All requests are to be submitted to the SEJ Admin at the San Jose or Fresno office for
payment. Our administrative staff will put the documentation together and submit completed
request to Finance.
 All payments are mailed out on the 15th and 30th of each month.
 Finance Department Accounts Payable needs a minimum one week to turn over a
 All policy and procedures apply to American Express related charges on behalf of SEJ
Caucuses.
9: Can we use our funds to purchase gift cards and other items for holiday giving?
A: Any purchase for which reimbursement is expected must be approved in advance. Gift
cards cannot exceed $25 each per the IRS. Additionally: we cannot purchase multiples of gift
cards to make a larger total e.g. (4 ea. @ $25 gift cards to total $100). We require the names
of the gift card recipient along with a completed W-9 form.
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Initial Draft 8/3/12 Revised June 2014 SEIU LOCAL 521
POLICY - SEJ GUIDELINES
This policy will address SEJ Committee and Caucus member and vendor reimbursements
for all SEIU Local 521 SEJ Committee and Caucus expenses.
1. MEETINGS:
a. Use Authorization to Issue SEJ Caucus Funds form to submit all requests for
payment.
b. Form can be used to pay individual members, food vendors and American Express
charges.
c. Per IRS compliance, all individuals and companies receiving payment are required
to submit a W-9 to SEIU Local 521 before payment can be made.
d. Original itemized receipts, invoices and sign-in sheets must be attached to form.
e. Flyer, announcement or leaflet must be attached for additional back-up.
f.
Signed approvals from Caucus Chairs and/or Localwide Chair of SEJ Caucuses
must be completed.
g. Meeting minutes showing the motion to approve expenses that are not
h. All Caucus Chairs and/or designees must attend all SEJ meetings, held the 2nd
Monday of each month, or provide approved excuse.
2. TRAVEL EXPENSES:
a. All travel arrangements will be coordinated by SEIU 521 CoordinatorTravel Desk.
Rates will be compared and booked at the lowest available fare.
b. If any Caucus member wants a specific accommodation that is more expensive, that
member is responsible for paying the difference in price.
c. If overnight stay is required, accommodations will be made at facilities that SEIU
Local 521 has established corporate account.
d. All travel must be pre-approved by Caucus Chair and/or Localwide Chair of SEJ
Caucus.
e. All food expenses must be signed off for by the person traveling and receipts turned
in for reimbursement. NOTE: Please try to pre-calculate and pre-approve food
expensive for travel.
3. MILEAGE:
a. Mileage must be pre-approved by Caucus Chair.
b. Standard SEIU Local 521 Mileage Reimbursement Form can be used to
document miles.
c. Form must be attached to Authorization to Issue SEJ Caucus Funds with approval
signatures.
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Initial Draft 8/3/12 Revised June 2014 4.
CONFERENCE REGISTRATION:
a. Request to pre-register must be submitted at minimum four weeks prior to early
registration deadline.
b. Authorization form must have approval signatures.
c. Registration forms, programs, brochures must be attached for additional back up.
d. Remittance information must be clearly defined on Authorization to Issue SEJ
Caucus Funds form.
5. TECHNOLOGY PROPERTY:
a. Refer to SEIU Local 521 Implementation/Expenditure of 521
Budget/ProceduresDevelopment, Implementation, and Expenditure of 521 Budget
Policy and Procedures for policy.
6. DONATIONS:
a. Requests for donations to be submitted on Authorization to Issue SEJ Caucus
Funds form.
b. Pre-budgeted donations must be approved by Caucus Chair and/or Localwide SEJ
Chair.
c. New donation request require copy of minutes and motion approving dollar amount
attached to Authorization to Issue form along with approval signatures.
d. All donations regarding Good & Welfare will be submitted to G&W (Article XIV of
SEIU Local 521 Bylaws).
7. SUPPLIES:
a. Supplies purchased out of pocket or using SEIU Local 521 corporate accounts must
be pre-approved by Caucus Chair and final approval by Local wide Chair. Original
legible receipts and/or invoices must be attached. IRS required W-9 must be on file.
8.
SUBMITTAL PROCESS:
a. All requests are to be submitted to the Administrative Assistant in the San Jose or
Fresnorelatedappropriate Local 521 office for payment.
b. Our administrative staff will put the documentation together and submit the
completed request to Accounts Payable (San Jose office).
c. Expenses must be received by Finance at least one week prior to the 15th or 30th of
each month to be processed in the respective check run cycle. All payments are
mailed out on the 15th and 30th of each month.
d. Finance Department Accounts Payable needs a minimum one week to turn over a
e. All policy and procedures apply to American Express related charges on behalf of
SEJ Caucuses.
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Initial Draft 8/3/12 Revised June 2014 f.
9.
EMERGENCY SUBMITTAL must be received by Finance at least 48 hours prior to
the 15th or 30th of each month to be processed in the respective check run cycle. All
payments are mailed out on the 15th and 30th of each month.
FUNDRAISERS:
a. Define the purpose of the fundraiser and state the targeted goal.
b. Keep a detailed record/accounting of the funds raised and expenses incurred during
the fundraiser.; Keep funds/assets secure at all times. At the end of the fundraiser
reconcile all accounting and give the money to the SEIU Local 521 Finance Director
to be put into the proper Caucus account. Funds raised – special accounts, petty
cash, balance added to Caucus funds keep by local.
10. ANY SEJ COMMITTEE VOTING:
a. One Caucuschapter, one vote?, One Vote
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SEIU LOCAL 521
SEJ / COMMITTEE AND CAUCUS BUDGET PROCESS CALENDAR
First Quarter:
January – March
Second Quarter:
April-June
•
Budget process begins at regular meeting with notification to Caucus
Chairs to begin putting together two year plans and budgets
Formatted: Bulleted + Level: 1 + Aligned at:
0.75" + Indent at: 1"
•
Notification made of the July JuneAugust Regular Meeting as the
deadline to submit plans and budgets
?????
Formatted: Not Strikethrough, Not Highlight
Formatted: Not Highlight
Formatted: Font: Not Italic, Not Highlight
Third Quarter: July - September
•
Any Caucus needing assistance and/or training shall notify the
Localwide SEJ chairperson in order to meet the deadline
•
The Localwide SEJ chairperson will confirm total anticipated funds for
each Caucus
•
•
Deadline to submit two year plans and budgets at August regular
meeting
•
Upon recommendation of SEJ Membership, Committee can accept,
decline or send back to SEJ and Caucuses to clarify and discuss
•
Final budgets sent to the Executive Board Budget & Finance
Committee prior to its September meeting.
Formatted: Not Highlight
Fourth Quarter: October - December
•
•
Final budget sent in October to Executive Board Budget & Finance
CommitteeFinal budgets sent to the Executive Board Budget &
Finance Committee prior to its October meeting
•
•
During the 521 General Fund Budget Process, the SEJ budgets shall
be included when the General Fund Budget is presented Budget &
Finance Committee forwards to all Board meeting
•
Executive Board will approve budgets at year-end December meeting
Formatted: Bulleted + Level: 1 + Aligned at:
0" + Indent at: 0"
Formatted: Indent: Left: 0.75", Hanging:
0.25"
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•
By January December 15th each calendar year, all purchases must be
made and documentation turned in to the Finance Department to
closeso the books can be closed by December 31 each calendar year.
Formatted: Superscript
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Motion Number: F
Date: June 28 & 29, 2014
Motion Title: All in to Win – CA Labor Organize.
Recommended By: Catherine Balbas, Organizing Director and Jennifer Jensen, Chair
MOC
Background: SEIU Local 521 is committed to changing the culture of organized labor
in California. The California Labor “All in to Win” helps us build a stronger unionized
workforce by committing to key campaigns across the state, and more specifically in the
Central Valley.
“All in to Win” has requested our assistance in a critical Central Valley campaign with
food processing workers. Local 521’s assistance in key actions and house call blitzes
supports our goal of changing the culture of organized labor in the Central Valley and
will help build a solid foundation for future public sector organizing campaigns for SEIU
Local 521. It will change the political environment of the Central Valley by joining
together with other labor unions in the Valley to elect pro-working family public officials
(BOS, City Council, School Boards, etc.)
Motion: To approve SEIU Local 521 to support, defined as assistance in rallies,
actions and house blitzes, to the California Labor “All in to Win” Campaign, specifically
food processing workers in the Central Valley.
Follow Up:
Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Signatures
____________________________________________
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OUR UNION Is All in to Win We join with all Unions to build power, to advance organizing and win strategic campaigns.
Here’s what we commit to: Making Change at WalMart Campaign  Lend member organizers and/or staff to work and receive organizing training with OUR Walmart. Project Commitment (Bay Area, Sacramento, So Cal) Summer for Respect ‐ 7/7‐9/15 Back to School Actions ‐ 8/18 – 9/1  Contribute Financially to the OUR Walmart Strike, Hardship and Organizing Fund. $3,000 to $7,000 depending on Local Union size. Commitment: ____________  Mobilize Members for Back to School Weekend Actions , (8/30‐9/1) Silicon Valley Apple/Google Security Officers Campaign Mobilize our members for Actions: 



June 18, Wednesday: Apple Store Actions June 25th: Google Developers’ Conference, SF July 17th, Thursday, Apple Store Actions July 21‐25: Week of Actions, Apple Stores and Cupertino Headquarters Apple Store that we will do actions at____________________________________on the targeted dates Central Valley Food Processing  Help with future consumer actions at retail store of companies targeted by campaign  Lend Bi‐Lingual members & organizers for house call blitzes in Central Valley when needed Name_____________________________________________________Union___________________________ Cell Number____________________________________________Email_______________________________ Our Union’s Coordinator/Director to follow‐up with:______________________________________________ Please return to: Susan Sachen, [email protected], 510‐663‐4099(fax) (or add your union/CLC’s contact info) Jg/tng39521/cwa/afl‐cio 126 of 159
Today’s Date: _____________________________
MEETING/EVENT MEAL REQUEST FORM
POLICY FOR PURCHASE OF MEALS
Duration of Meeting
Submitting Form
2 hours or longer
1.
The amount of food ordered will be determined by the number of confirmed RSVPs.
Food will be provided, at
the appropriate rate, for a
meeting lasting 2 hours or
longer.
2.
This form must be submitted to your Admin 48 hours prior to meeting/event.
3.
Director approval is required on forms submitted within less than 48 hours,
or for a meeting lasting less than 2 hours.
Director Approval:
Signature
Date
TITLE OF MEETING/EVENT:
CHAPTER:
CAMPAIGN JOB CODE:
Please check all of the following that apply:
Jurisdiction (300)
Chapter (300)
Committee
Caucus
Industry Council
City
County
Courts
Homecare
Health
Hospitals
Nonprofit
Nursing
Organizing
Political
Schools
Special Districts
Chapter Council
Chapter Membership
Leadership Council
Negotiations (950)
Officers
Steward Council
Steward Training
Budget & Finance (999)
Communication (999)
COPE (500)
Executive Board (801)
ETC (802)
Laid Off (999)
NOC (500)
Officers (801)
Retired Members (714)
Trustees (801)
SEJ (700)
AFRAM (711)
APALA (713)
Disabilities (715)
Latino (712)
Lavender
Native American
Women’s (716)
Courts
Nurse Alliance
Schools
Localwide (800)
General Membership
Conference
Convention
NAME OF VENDOR
Department
Administrative (200)
CED (300)
Communications (300)
Database (200)
Finance (200)
Organizing (400)
Political/Comm. (500)
Research (300)
Senior Team (300)
Training
Internal
CEO (100)
Interview Panel
Staff Meeting
Staff Training
DATE ORDER PLACED
METHOD OF PAYMENT
American Express
Delivery
Date
Pick-Up
On Account
Time
a.m. / p.m.
MEAL TYPE/DESCRIPTION: Please indicate any food and beverage special requests
Breakfast
Lunch
Dinner
OFFICE
San Carlos
Bakersfield
Fresno
Salinas/Hollister
San Jose
Santa Cruz/Watsonville
Visalia/Hanford
CONFERENCE ROOM
TO:
FINANCE DEPARTMENT
SUBMITTED BY:
Cost per Person: $
Total Cost:
$
RSVP (confirmed #):
Approval:
© 2010 SEIU Local 521, CTW-CLC PR:
Ben
opeiu 29/afl-cio/clc (\\Mercury\forms\521 Forms\Meeting-Event Meal Request Form)
REV. 1 - JUNE 2010
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Green
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MEETING EXPENSE FORM PROCEDURES
October 2011
Today’s Date

The date that you are filling out the form.
Duration of Meeting

If the meeting is 2 hours or longer, food will be provided.
Director’s Approval

Director’s approval is required on forms submitted less than
48 hours, or for a meeting lasting less than 2 hours.
Title of Meeting Event

Name of the Meeting.
Chapter

Name of the Chapter.
Campaign Job Code

Campaign job code. See the job code list for the codes. If
there isn’t a code, put in the date in the following format,
20111010 (Year, Month, Day)
Jurisdiction

Check the appropriate Jurisdiction.
Chapter

Check the appropriate Chapter.
Committee

Check the appropriate Committee.
Caucus

Check the appropriate Caucus.
Internal

Check the appropriate Category.
Industry Council

Check the appropriate Council.
Department

Check the appropriate Department.
Name of Vendor

Name of the vendor.
Date Order Placed

Date the order was placed.
Delivery or Pick Up

Check the appropriate box.
Date and Time

Date and time of meeting
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Method of Payment

Check the appropriate box.
Meal Description


Check off whether it was breakfast, lunch or dinner.
Write in what was ordered
Office

Check the appropriate office.
Conference Room

Name of the conference room.
Submitted by

Your name.
Cost per person

The amount per person. This amount shouldn’t exceed
$6.00 per person.
Total cost

Total cost of the food.
RSVP

Number of RSVP’s.
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Facilities Request Form (Onsite)
Request Form must be submitted 24 hours in advance and completely filled out to be processed.
The person who signs this form is responsible for returning all checked out items within 48 hours.
Name:
Date:
Event
Meeting Vote Rally
Other:
Date/Time:
Number of Attendees:
Location
Phone Bank
Board Room
Great Room
Health/Hospital Mtg. Room
Phone Bank Area
Public Services Mtg. Room
Strategic Planning Room
Training Room
_________________________
Check the following including quantity
Miscellaneous
Qty.
Camera (Digital)
_____
Laptop
_____
LCD Projector
_____
Microphone
_____
Overhead Projector _____
PA System
_____
PA System (Portable)_____
TV
_____
VCR
_____
DVD
_____
Extension Cord
_____
Equipment
Office Supplies
Qty.
Table
Chairs
Easel
Podium
_____
_____
_____
Highlighters
Markers
Notepads
Pens
Pencils
Pencils (Short)
Tape
Tape (Masking)
Butcher Paper
Qty.
_____
_____
_____
_____
_____
_____
_____
_____
_____
Food/Drink
Snacks
Fruit Cup
Coffee Cambrio
Creamer
Sugar
Sugar (substitute)
Juice
Soda
Soda (Diet)
Bottled Water
Cups (Cold)
Cups (Hot)
Forks
Knives
Spoons
Napkins
Plates
Qty.
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
Meeting Room Set-Up Diagram
(Check one)
Theater
Theater w/ aisle
Table Rectangle
Table U Shape
Special Set-up
Please
Sketch
Desired
set-up
Other:
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Facilities Request Form (Offsite)
Request Form must be submitted 24 hours in advance and completely filled out to be processed.
The person who signs this form is responsible for returning all checked out items within 48 hours.
Name:
Date:
Event
Location
Meeting Vote Rally
Other:
Date/Time:
Number of Attendees:
Address:
Room:
WO Staff to Deliver
Facilities to Deliver
Check the following including quantity
Miscellaneous
Equipment
Qty.
Office Supplies
Qty.
Qty.
Food/Drink
Qty.
Antenna Balls
_____
Banner
_____
Highlighters
_____
Snacks
_____
Aprons
_____
Bullhorn
_____
Markers
_____
Fruit Cup
_____
Balloons
_____
Chairs
_____
Notepads
_____
Coffee Cambro
_____
Helium Tank
_____
Easel (Portable)
_____
Pens
_____
Creamer
_____
Buttons
_____
Extension Cord
_____
Pencils
_____
Sugar
_____
Candles
_____
First Aid Kit
_____
Pencils (Short)
_____
Sugar (substitute)
_____
Clappers
_____
Flashlight
_____
Tape
_____
Juice
_____
Flags
_____
Fly Guy
_____
Tape (Masking)
_____
Soda
_____
Helium Tank
_____
Generator
_____
Butcher Paper
_____
Soda (Diet)
_____
Matches
_____
Hand Truck
_____
________________ _____
Bottled Water
_____
Picket Signs
_____
Ice Chest
_____
________________ _____
Cups (Cold)
_____
Rain Ponchos
_____
Ladder
_____
________________ _____
Cups (Hot)
_____
________________________
Tables
_____
________________ _____
Forks
_____
T-Shirts
________________________
________________ _____
Knives
_____
________________ _____
Spoons
_____
Scrubs
Small
_____
IT
Medium
_____
Camera (Digital)
_____
________________ _____
Napkins
_____
Large
_____
CD Player
_____
________________ _____
Plates
_____
XL
_____
Laptop
_____
________________ _____
________________ _____
XXL
_____
Microphone
_____
________________ _____
________________ _____
XXXL
_____
PA System
_____
________________ _____
________________ _____
XXXXL
_____
PA System (Portable)_____
________________ _____
________________ _____
Caps
_____
________________ _____
________________ _____
________________ _____
Other:
© 2010 SEIU521/CTW-CLC PR:
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(\\Mercury\forms\Office Forms\521 Forms\Facilities Request Form SJ Office)
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Motion Number: G
Motion Title:
Committee
Date: June 28 & 29, 2014
Concurrence of Appointments of Volunteers to the Localwide Bylaws
Recommended By:
Gwyn Harshaw, Local 521 President; Pamela Rodgers,
Administrative Director and Staff to the Bylaws Committee
Background:
Currently there are only three members on the Localwide Bylaws
Committee. This Committee also reviews Chapter Bylaws. More volunteers are needed
to serve on this Committee. The President would like to appoint up to 5 additional
volunteers to this Committee.
______________________________________________________________________
have expressed interest in volunteering to serve on the Localwide Bylaws Committee.
The President wishes to appoint:
______________________________________________________________________
to the Localwide Bylaws Committee.
Motion: To concur with the Presidential appointments of:
______________________________________________________________________
to the Localwide Bylaws Committee.
Follow Up:
Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Signatures
____________________________________________
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Motion Number: H
Date: June 28 & 29, 2014
Motion Title: Authorize Process for Member Against Member Charges
Recommended By: Luisa Blue, CEO
Background: A process for handling member/member charges needs to be unified.
Currently there is not a set process for handling member against member charges filed
with the SEIU Local 521 Secretary. There are some guidelines based on the
International SEIU Bylaws, but the structure to accomplish the guidelines should be
consistent with each Trial Board in order to facilitate a decision on the charges that is
completed as efficiently and fairly as possible.
Some pieces of the process can be determined internally by staff, but some need
approval by the Executive Board.
A. Will the full Executive Board concur appointments of Trial Boards made by
the President in Member against Member charges or will the Executive Board
authorize the Officers to perform this function when the next scheduled
meeting is an Officers Meeting. This would allow the process to proceed more
quickly. It will not require waiting for a quarterly meeting for action to be taken.
B. Will the charges ever be made public? If so, will they be made public when a
Trial Board is appointed or after an investigation has been made and a
decision rendered about the merit of the charges and/or with the Trial Board’s
decision.
C. Should the decision of the Trial Board be made public? If not should the
decision be reviewed by the Officers in Executive Session? If they are to be
made public, should they be reviewed by the Officers in Executive Session
and then be made public to the Executive Board?
Below is a process the Executive Board is asked to review and approve, as presented
or amended, that answers these questions:
1. A charge is received at any SEIU Local 521 Office addressed to the Secretary of
the Local. All parts of the charge must be filed in duplicate to comply with the
SEIU International Bylaws.
2. The charge is date stamped, scanned and emailed to the Secretary of the Local,
the President of the Local, the Chief Elected Officer, and the staff assigned to the
Executive Board.
3. The Secretary of the Local shall ask the President to appoint a Trial Board to
investigate the charges received and make a formal decision on the charges.
4. At the next scheduled meeting of the Executive Board or the Officers a motion to
concur the appointments by the Local President of a group of at least 3 Executive
Board members and/or alternates to a Trial Board to investigate and render a
decision on the charges received.
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5. The Chief Elected Officer shall appoint a senior staff person or appropriate
individual to assist the Trial Board in any way necessary.
6. The staff assigned to the Executive Board shall be copied on any and all
communications for purposes of logistics and tracking and filing documents
associated in any way with charges received.
7. The Trial Board will follow the rules enumerated in the International Bylaws
regarding member against member charges during the investigation and decision
process.
a. The charged member shall be notified of the charges.
b. The Trial Board shall set a hearing date and all affected members and
others directly involve with the case whose testimony is desired by the
Trial Board shall be notified.
c. The hearing shall be held.
d. A decision shall be rendered and sanctions, if any, determined.
e. The Local Officers, staff assigned to the Trial Board, and staff assigned to
the Executive Board shall be emailed the decision of the Trial Board. The
Officers shall review the decision(s) and/or sanction(s), determined by the
Trial Board.
f. If the Officers see no problem with the decision(s) and/or sanction(s)
determined by the Trial Board, all affected members and others directly
involved with the case shall be notified of the decision(s) and sanction(s).
8. If the charges are upheld by the Trial Board, the charges and decision(s) along
with any sanctions(s) shall be reported to the Executive Board at the next
Executive Board meeting in writing.
9. If the charges are not upheld by the Trial Board, the Executive Board shall be
notified at their next scheduled meeting that the charges were not upheld and
have been dismissed.
Motion:
To approve the above process for handling member against member complaints.
Follow Up:
Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Signatures
____________________________________________
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Motion Number: J
Date: June 28 & 29, 2014
Motion Title: Acceptance of the Findings and Approval of Recommendation by
Committee Appointed to Investigate the Issue with Monterey County Contract
Ratification Vote and its Election Committee
Recommended By: Matt Nathanson, Region 2 VP, the Investigation Committee of
Veronica Rodriguez, Victoria Rodriguez and Javier Sanchez
Background: Please see attached document.
Motion: To accept the findings of the Investigation Committee, and approve that the
Committee’s findings be forwarded to the Monterey County Chapter Board, along with
the Committee’s recommendations for amending the conduct of ratification votes in
Monterey County in the future.
Follow Up:
Moved by:___________________________ __ Second :___________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Motion: Carries 
Fails:

Abstentions:_______
Signatures
____________________________________________
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TO: Gwyn Harshaw, President, SEIU Local 521
FR: Matt Nathanson, Region 2 Vice President
RE: Findings of Appointed Committee to Investigate Complaints Related to Monterey
County Chapter Contract Ratification Vote
At the March 2014 Executive Board meeting, the Executive Board appointed a
committee of three E-Board members to investigate complaints made by various
Monterey County Chapter members regarding the conduct of the contract ratification
vote for their chapter in October of 2013. That committee was chaired by Veronica
Rodriguez, with Victoria Rodriguez and Javier Sanchez also serving. They have sent
me the results of their investigation, which I have included below. We appointed this
committee because the regular elections committee of the chapter repeatedly failed to
meet to review the complaints.
I recommend that the Executive Board move to accept the findings of the
committee, and that the committee’s findings be forwarded to the Monterey County
Chapter Board, along with the committee’s recommendations for amending the conduct
of ratification votes there in the future.
--FINDINGS-Four complainants were scheduled to be interviewed on 4/3/14:
Kathy Gonzalez
Terri Gallardo
Cynthia Sahagun
Sylvia Rivera
Three of the four came to their appointment except for Cynthia Sahagun;
For Cynthia the group referenced the complaint letter only since there was not an
interview for additional questions.
List of complaintsKathy Gonzalez:

Alleged rudeness from Tom Dovas- County employee and negotiating member.

Chapter role & involvement while working in a higher class position
(management) from Ben Franklin- County employee, Chapter President &
negotiating team member
Terri Gallardo:

Inappropriate behavior from negotiating team member- Tom Dovas & SEIU staff
Jay Donato against county employees & security guard.

Ben Franklin continued role and involvement with negotiations and chapter duties
while working in a management role.
Sylvia Rivera:

Alleged rudeness and directing members how to vote from Tom Dovas- County
employee and negotiating member.

Union President-Ben Franklin, shouldn’t be representing the members since he
has managerial assignment.
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Cynthia Sahagun:

Tom Dovas- County employee and negotiating member, giving his opinion and
directing members how to vote.

Ben Franklin- County employee, Chapter President & negotiating team member,
possible conflict of interest, since he Is management.
The Team also met and interviewed witnesses:
Tom Dovas
Tammy Young
From the team’s observations, based on the emailed complaints, and the responses
from the individual interviews, the complainants had different variations of what
transpired at the Incident on 10/24/13. The witnesses’ explanations of the occurrence
corroborated with each other and of course it was different from the complainants’
version. After reviewing the SEIU 521 Constitutional bylaws & Monterey Co bylaws, we
the team have come to a conclusion that no polices or rules have been violated.
We do have recommendations that we feel should be considered before the next
contract election. It’s understandable that during negotiations it’s a very emotional time
for members, since the result of negotiations can potentially affect a members wages,
retirement & health benefits.

Voting place conducive to space for easier access – entering and exiting.
This voting area is small and narrow, for members to vote. A line was formed out in the
hallway which is also part of the lobby.
 Have a designated person (member or staff) equipped to address
confrontations or provide training to the negotiating team for situations of
this nature.
In this particular situation, the staff person didn’t intervene and the negotiating team
members assisting didn’t have the necessary tools to address conflict. Per Witnesses
Tom Dovas and Tammy Young, both admitted Tom raised his voice above the
complainants in order to control the situation, but of course this didn’t work
 Continue treating fellow members with respect.
Submitted by:
Veronica Rodriguez
Victoria Rodriguez
Javier Sanchez
146 of 159
LOCALWIDE CURRENT OPEN‐FOLLOW‐UP‐REFERRAL CASES FOR CES AND CESA'S TOTAL: 583
Region
Employer Name
Status
Case Type
Officer
Other
Local 521 Staff & Officers
Open
Unfair Labor Practice
Judy Heath
Stewards
(Y/N)
No
Count
1
Other
Open
Judy Heath
No
1
Other
Open
Judy Heath
No
1
Other
Open
Judy Heath
No
1
Other
Open
Judy Heath
No
1
Region 1
Campbell Union High School Follow-up
Recommended Disciplinary Action Diego Valdez
No
1
Kimberly Gomez
Region 1
Campbell Union High School Open
Grievance
Yes
1
Region 1
City of Menlo Park
Follow-up
Recommended Disciplinary Action Carmen Hernandez
Yes
1
Region 1
City of Menlo Park
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
City of Menlo Park
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
City of Menlo Park
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
City of Menlo Park
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
City of Mountain View
Open
Arbitration In Process
Frank Garden
Yes
1
Region 1
City of Mountain View
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
City of Palo Alto
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
City of Palo Alto
Follow-up
Member Contact
Carmen Hernandez
No
1
Region 1
City of Palo Alto
Open
Arbitration
Kimberly Gomez
Yes
1
Region 1
City of Palo Alto
Open
Arbitration
Kimberly Gomez
Yes
1
Region 1
City of Palo Alto
Open
Jaime Gonzalez
Yes
1
Region 1
City of Palo Alto
Open
Final Disciplinary Action
Jaime Gonzalez
Yes
1
Region 1
City of Palo Alto
Open
Jaime Gonzalez
Yes
1
Region 1
City of Palo Alto
Open
Kimberly Gomez
Yes
1
Region 1
City of Palo Alto
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
City of Palo Alto
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
City of Palo Alto
Open
Group Grievance
Jaime Gonzalez
Yes
2
Region 1
City of Palo Alto
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
City of Palo Alto
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
City of Palo Alto
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
City of Palo Alto
Open
Judy Heath
No
1
Region 1
City of San Mateo
Follow-up
Member Contact
Carmen Hernandez
No
1
Region 1
City of San Mateo
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Community Solutions
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Community Solutions
Open
Kimberly Gomez
Yes
1
Region 1
Community Solutions
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
County - San Mateo
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 1
County - San Mateo
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
County - San Mateo
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
County - San Mateo
Open
Jaime Gonzalez
Yes
1
Region 1
County - San Mateo
Open
Member Contact
Carmen Hernandez
No
1
Region 1
County - Santa Clara
Follow-up
Informal
Carmen Hernandez
No
2
Region 1
Follow-up
Informal
Rachel Tudor
No
2
Region 1
Follow-up
Informal
Rachel Tudor
No
1
Region 1
Follow-up
Informal
Vicki Avila
No
1
Region 1
Follow-up
Investigation
Carmen Hernandez
No
1
Region 1
Follow-up
Investigation
Carmen Hernandez
No
1
Page 1 of 13
Total by
Region
5
147 of 159
Region 1
Follow-up
Investigation
Carmen Hernandez
No
1
Region 1
Follow-up
Investigation
Carmen Hernandez
No
1
Region 1
Follow-up
Investigation
Carmen Hernandez
No
1
Region 1
Follow-up
Investigation
Carmen Hernandez
No
1
Region 1
Follow-up
Investigation
Carmen Hernandez
No
1
Region 1
Follow-up
Investigation
Diego Valdez
No
1
Region 1
Follow-up
Investigation
Diego Valdez
No
1
Region 1
Follow-up
Investigation
Diego Valdez
No
1
Region 1
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
Follow-up
Investigation
Diego Valdez
No
1
Region 1
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Carmen Hernandez
No
1
Region 1
Follow-up
Member Contact
Carmen Hernandez
No
1
Region 1
Follow-up
Member Contact
Carmen Hernandez
No
1
Region 1
Follow-up
Member Contact
Carmen Hernandez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
2
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
1
Region 1
Follow-up
Member Contact
Diego Valdez
No
3
Region 1
Follow-up
Member Contact
Rachel Tudor
No
1
Vicki Avila
Region 1
Follow-up
Member Contact
Yes
1
Region 1
Follow-up
No
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
No
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
No
1
Page 2 of 13
148 of 159
Region 1
Follow-up
No
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
No
1
Region 1
Follow-up
No
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Recommended Disciplinary Action Kimberly Gomez
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Follow-up
Yes
1
Region 1
Open
Arbitration
Kimberly Gomez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Frank Garden
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Jun Payoyo
Yes
1
Region 1
Open
KC Snodgrass
Yes
1
Region 1
Open
KC Snodgrass
Yes
1
Region 1
Open
KC Snodgrass
Yes
1
Region 1
Open
KC Snodgrass
Yes
1
Region 1
Open
KC Snodgrass
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Page 3 of 13
149 of 159
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
No
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
2
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Page 4 of 13
150 of 159
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Grievance
Kimberly Gomez
Yes
2
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Group Grievance
Jaime Gonzalez
Yes
2
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Group Grievance
Kimberly Gomez
Yes
1
Region 1
Open
Informal
Jaime Gonzalez
Yes
1
Region 1
Open
Investigation
Carmen Hernandez
No
1
Region 1
Open
Member Contact
Rachel Tudor
No
1
Region 1
Open
Probationary Release
Jaime Gonzalez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
Yes
1
Region 1
Open
Kimberly Gomez
No
1
Region 1
Open
Kimberly Gomez
No
1
Region 1
Open
No
1
Region 1
Open
No
1
Page 5 of 13
Judy Heath
151 of 159
Region 1
Open
Judy Heath
No
1
Region 1
Open
Judy Heath
No
1
Region 1
Referral
Member Contact
Carmen Hernandez
No
1
Region 1
Referral
Member Contact
Carmen Hernandez
No
1
Region 1
Referral
Member Contact
Diego Valdez
No
1
Region 1
Referral
Member Contact
Diego Valdez
Yes
1
Region 1
Court - San Mateo County
Follow-up
No
1
Region 1
Court - San Mateo County
Open
Jaime Gonzalez
Yes
1
Region 1
Court - Santa Clara County
Follow-up
Investigation
Carmen Hernandez
No
1
Region 1
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
Follow-up
Investigation
Diego Valdez
Yes
1
Region 1
Follow-up
No
1
Region 1
Follow-up
No
1
Region 1
Follow-up
Yes
1
Region 1
Open
Arbitration
Yes
1
Jaime Gonzalez
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Grievance
Jaime Gonzalez
Yes
1
Region 1
Open
Investigation
Carmen Hernandez
No
1
Region 1
Open
Judy Heath
No
1
Region 1
Cupertino Union School Distri Open
Group Grievance
Jaime Gonzalez
Yes
1
Region 1
Cupertino Union School Distri Referral
Member Contact
Carmen Hernandez
No
1
Region 1
Housing Authority of the CounOpen
Member Contact
Maggie Cockayne
Yes
1
Region 1
MACSA, Inc
Mediation
Kimberly Gomez
Yes
1
Open
Region 1
Momentum for Mental Health Open
Kimberly Gomez
Yes
1
Region 1
Morgan Hill Unified School DisOpen
Grievance
Jaime Gonzalez
No
1
Region 1
Morgan Hill Unified School DisOpen
Judy Heath
No
1
Region 1
Peninsula Jewish Community Open
Jaime Gonzalez
Yes
1
Region 1
Peninsula Jewish Community Open
Judy Heath
Yes
1
Region 1
Rebekah Children's Services Follow-up
Member Contact
Carmen Hernandez
No
1
Region 1
Rebekah Children's Services Open
Frank Garden
Yes
1
Region 1
San Andreas Regional Center Follow-up
Meet & Confer
Diego Valdez
Yes
1
Region 1
San Andreas Regional Center Open
Judy Heath
No
1
Region 1
Santa Clara COE
Follow-up
Investigation
Diego Valdez
No
1
Region 1
Santa Clara COE
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 1
Santa Clara COE
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Santa Clara COE
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Santa Clara COE
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Santa Clara COE
Follow-up
Member Contact
Diego Valdez
Yes
1
Region 1
Santa Clara COE
Open
Group Grievance
Jaime Gonzalez
Yes
1
Open
Region 1
Santa Clara COE
Frank Garden
Yes
1
Region 1
Santa Clara Valley TransportaFollow-up
Carmen Hernandez
No
1
Region 1
Member Contact
Diego Valdez
Yes
1
Page 6 of 13
152 of 159
Region 1
No
1
Region 1
Yes
1
Region 1
Recommended Disciplinary Action Maggie Cockayne
No
1
Region 1
Santa Clara Valley TransportaOpen
Kimberly Gomez
Yes
1
Region 1
Kimberly Gomez
Yes
2
Region 1
Grievance
Jaime Gonzalez
Yes
1
Region 2
Chamberlain's Children CenteFollow-up
Investigation
Christopher Cox
Yes
1
Region 2
Chamberlain's Children CenteOpen
Judy Heath
No
1
Region 2
City of Greenfield
Open
Frank Garden
Yes
1
Region 2
City of Greenfield
Open
Grievance
Frank Garden
Yes
1
Region 2
City of King City
Open
Investigation
Frank Garden
Yes
1
Region 2
City of Salinas
Open
Frank Garden
Yes
1
Region 2
City of Santa Cruz
Follow-up
Member Contact
Christopher Cox
No
1
Region 2
City of Santa Cruz
Follow-up
Member Contact
Christopher Cox
No
1
Region 2
City of Santa Cruz
Open
Arbitration
Frank Garden
Yes
1
Region 2
City of Santa Cruz
Open
Frank Garden
Yes
1
Region 2
City of Santa Cruz
Open
Grievance
Frank Garden
No
1
Region 2
City of Santa Cruz
Referral
Member Contact
Christopher Cox
No
1
Region 2
Community Bridges
Follow-up
Member Contact
Christopher Cox
No
1
Region 2
County - Monterey
Follow-up
Investigation
Christopher Cox
No
1
Region 2
County - Monterey
Follow-up
Investigation
Christopher Cox
No
1
Region 2
County - Monterey
Follow-up
Investigation
Christopher Cox
Yes
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
Yes
2
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
No
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
No
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
No
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Monterey
Follow-up
Member Contact
Christopher Cox
Yes
1
Christopher Cox
Region 2
County - Monterey
Follow-up
No
1
Region 2
County - Monterey
Follow-up
Yes
1
Region 2
County - Monterey
Follow-up
Recommended Disciplinary Action Christopher Cox
Yes
1
Region 2
County - Monterey
Follow-up
No
1
Region 2
County - Monterey
Follow-up
No
1
Region 2
County - Monterey
Open
Arbitration
Frank Garden
No
4
Region 2
County - Monterey
Open
Arbitration
Frank Garden
Yes
1
Region 2
County - Monterey
Open
Arbitration
Frank Garden
No
1
Region 2
County - Monterey
Open
Frank Garden
No
1
Region 2
County - Monterey
Open
Frank Garden
Yes
1
Region 2
County - Monterey
Open
Frank Garden
Yes
1
Region 2
County - Monterey
Open
Frank Garden
Yes
1
Region 2
County - Monterey
Open
Frank Garden
Yes
1
Region 2
County - Monterey
Open
Frank Garden
No
1
Region 2
County - Monterey
Open
Frank Garden
No
1
Region 2
County - Monterey
Open
Frank Garden
Yes
1
Page 7 of 13
291
153 of 159
Region 2
County - Monterey
Open
Grievance
Frank Garden
No
1
Region 2
County - Monterey
Open
Grievance
Frank Garden
No
1
Region 2
County - Monterey
Open
Grievance
Frank Garden
No
1
Region 2
County - Monterey
Open
Group Grievance
Frank Garden
No
1
Region 2
County - Monterey
Open
Group Grievance
Frank Garden
Yes
4
Region 2
County - Monterey
Open
Group Grievance
Frank Garden
No
1
Region 2
County - Monterey
Open
Investigation
Carmen Hernandez
No
1
Region 2
County - Monterey
Open
Investigation
Christopher Cox
Yes
1
Region 2
County - Monterey
Open
Member Contact
Frank Garden
Yes
1
Region 2
County - Monterey
Open
No
1
Region 2
County - Monterey
Open
No
1
Region 2
County - Monterey
Open
No
1
Judy Heath
Region 2
County - Monterey
Referral
Member Contact
Christopher Cox
Yes
1
Region 2
County - Monterey
Referral
Member Contact
Christopher Cox
No
1
Region 2
County - Monterey
Referral
Member Contact
Christopher Cox
Yes
1
Region 2
County - Monterey
Referral
Member Contact
Christopher Cox
No
1
Region 2
County - Monterey
Referral
Member Contact
Diego Valdez
No
1
Christopher Cox
Region 2
County - San Benito
Follow-up
Member Contact
No
1
Region 2
County - San Benito
Follow-up
Yes
1
Region 2
County - San Benito
Open
CA ST Personnel Board
Yes
1
Frank Garden
Region 2
County - San Benito
Open
Judy Heath
No
1
Region 2
County - San Benito
Open
Judy Heath
No
1
Region 2
County - San Benito
Referral
Member Contact
Christopher Cox
No
1
Region 2
County - Santa Cruz
Follow-up
Informal
Carmen Hernandez
No
1
Region 2
County - Santa Cruz
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Santa Cruz
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Santa Cruz
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Santa Cruz
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Santa Cruz
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
County - Santa Cruz
Follow-up
Member Contact
Christopher Cox
No
1
Region 2
County - Santa Cruz
Follow-up
Yes
1
Region 2
County - Santa Cruz
Open
Frank Garden
Yes
1
Region 2
County - Santa Cruz
Open
Group Grievance
Frank Garden
Yes
1
Region 2
County - Santa Cruz
Referral
Member Contact
Christopher Cox
No
1
Region 2
County - Santa Cruz
Referral
Member Contact
Christopher Cox
No
1
Region 2
County - Santa Cruz
Referral
Member Contact
Christopher Cox
No
1
Region 2
County - Santa Cruz
Referral
Member Contact
Christopher Cox
No
1
Region 2
Encompass Community Servi Open
Frank Garden
No
1
Region 2
Encompass Community Servi Referral
Member Contact
Christopher Cox
No
1
Region 2
Housing Authority of the CounFollow-up
Member Contact
Christopher Cox
Yes
1
Region 2
Housing Authority of the CounFollow-up
Member Contact
Christopher Cox
Yes
1
Region 2
MAOF
Member Contact
Christopher Cox
No
1
Follow-up
Region 2
MAOF
Open
Grievance
Frank Garden
No
1
Region 2
MAOF
Open
Grievance
Frank Garden
No
1
Open
Region 2
MAOF
Judy Heath
No
1
Region 2
Monterey Bay Unified Air PolluFollow-up
Member Contact
Christopher Cox
No
1
Region 2
MV Public Transportation
Member Contact
Carmen Hernandez
Yes
1
Follow-up
Page 8 of 13
154 of 159
Region 2
Open
Frank Garden
No
1
Region 2
Open
Frank Garden
Yes
1
Region 2
Open
Grievance
Frank Garden
Yes
1
Region 2
Open
Investigation
Christopher Cox
No
1
Referral
Region 2
Member Contact
Carmen Hernandez
No
1
Region 2
San Benito County Water Dist Open
Judy Heath
No
1
Region 2
Santa Cruz Metro - SEA
Frank Garden
Yes
1
Open
Region 2
Santa Cruz Metro - SEA
Open
Judy Heath
No
1
Region 2
Santa Cruz Metro - VMU
Follow-up
Member Contact
Christopher Cox
Yes
1
Region 2
Santa Cruz Metro - VMU
Open
Frank Garden
Yes
1
Region 3
County - Mariposa
Follow-up
Investigation
Rachel Tudor
No
1
Region 3
County - Mariposa
Follow-up
Investigation
Rachel Tudor
Yes
1
Region 3
County - Mariposa
Open
Jun Payoyo
No
1
Region 3
County - Mariposa
Open
Jun Payoyo
No
1
Region 3
County - Stanislaus
Follow-up
Investigation
Rachel Tudor
No
1
Region 3
County - Stanislaus
Follow-up
Investigation
Rachel Tudor
Yes
1
Region 3
County - Stanislaus
Open
Arbitration
Jun Payoyo
No
1
Region 3
County - Stanislaus
Open
Jun Payoyo
Yes
1
Region 3
County - Stanislaus
Open
Grievance
Jun Payoyo
Yes
1
Region 3
County - Stanislaus
Open
Grievance
Jun Payoyo
Yes
1
Region 3
Golden Valley Health Center Follow-up
Informal
Rachel Tudor
No
1
Region 3
Golden Valley Health Center Open
Grievance
Jun Payoyo
Yes
1
Region 3
Grievance
Jun Payoyo
Yes
1
Region 3
Grievance
Jun Payoyo
Yes
1
Region 3
Grievance
Jun Payoyo
Yes
1
Region 3
Grievance
Jun Payoyo
Yes
1
Region 3
Judy Heath
No
1
Region 4
County - Fresno
Informal
Jun Payoyo
No
1
Follow-up
Region 4
County - Fresno
Follow-up
Informal
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Informal
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Informal
Vicki Avila
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Investigation
Rachel Tudor
Yes
1
Region 4
County - Fresno
Follow-up
Member Contact
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Member Contact
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Member Contact
Rachel Tudor
No
1
Region 4
County - Fresno
Follow-up
Member Contact
Rachel Tudor
No
1
Region 4
County - Fresno
Open
Arbitration
Jun Payoyo
No
1
Region 4
County - Fresno
Open
Arbitration
Jun Payoyo
No
1
Page 9 of 13
105
17
155 of 159
Region 4
County - Fresno
Open
Arbitration
Jun Payoyo
No
1
Region 4
County - Fresno
Open
Arbitration
Jun Payoyo
No
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
No
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Grievance
Jun Payoyo
Yes
2
Region 4
County - Fresno
Open
Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Grievance
Jun Payoyo
Yes
3
Region 4
County - Fresno
Open
Grievance
Jun Payoyo
Yes
2
Region 4
County - Fresno
Open
Grievance
Jun Payoyo
No
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Fresno
Open
Informal
Rachel Tudor
Yes
1
Region 4
County - Fresno
Open
Judy Heath
Yes
1
Region 4
County - Fresno
Open
Judy Heath
No
1
Region 4
County - Fresno
Open
Judy Heath
No
1
Region 4
County - Fresno
Open
Judy Heath
No
1
Region 4
County - Fresno
Open
Judy Heath
No
1
Region 4
County - Fresno
Open
Jun Payoyo
No
1
Region 4
County - Madera COMPA
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
Open
Jun Payoyo
Yes
1
Region 4
Open
Grievance
Jun Payoyo
Yes
1
Region 4
Open
Group Grievance
Jun Payoyo
Yes
2
Region 4
Open
Judy Heath
No
1
Region 4
County - Madera SEMC
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
County - Madera SEMC
Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
Court - Fresno County
Open
Jun Payoyo
Yes
1
Region 4
Open
Jun Payoyo
Yes
1
Region 4
Open
Grievance
Jun Payoyo
Yes
1
Page 10 of 13
156 of 159
Region 4
FASTA
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
First Student
Follow-up
Informal
Rachel Tudor
Yes
1
Region 4
First Student
Open
Grievance
Jun Payoyo
Yes
1
Region 4
First Student
Open
Grievance
Jun Payoyo
Yes
1
Region 4
First Student
Open
Grievance
Jun Payoyo
Yes
1
Region 4
First Student
Open
Grievance
Jun Payoyo
Yes
1
Region 4
First Student
Open
Grievance
Jun Payoyo
Yes
1
Region 4
First Student
Open
Grievance
Jun Payoyo
Yes
1
Region 4
First Student
Open
Judy Heath
No
1
Region 4
Fresno Housing Authority
Follow-up
Investigation
Rachel Tudor
No
1
Region 4
Fresno Housing Authority
Follow-up
Investigation
Rachel Tudor
Yes
1
Region 4
Fresno Unified School District Follow-up
Informal
Rachel Tudor
No
1
Region 4
Fresno Unified School District Open
Group Grievance
Jun Payoyo
Yes
1
Region 4
Fresno Unified School District Open
Group Grievance
Jun Payoyo
Yes
1
Region 5
City of Arvin
Follow-up
Informal
Rachel Tudor
No
1
Region 5
City of Bakersfield
Follow-up
Informal
Rachel Tudor
No
1
Region 5
City of Bakersfield
Open
Grievance
Vicki Avila
No
1
Region 5
City of Bakersfield
Open
Informal
Vicki Avila
No
1
Region 5
City of Bakersfield
Open
Vicki Avila
Yes
1
Region 5
City of Delano
Open
Group Grievance
Vicki Avila
Yes
1
Region 5
City of Hanford
Follow-up
Informal
Rachel Tudor
No
1
Region 5
City of Tulare
Open
Judy Heath
No
1
Region 5
Community Action PartnershipFollow-up
Informal
Vicki Avila
No
1
Region 5
Community Action PartnershipFollow-up
Investigation
Vicki Avila
No
1
Region 5
Community Action PartnershipOpen
Group Grievance
Vicki Avila
Yes
1
Region 5
County - Kern
Follow-up
Informal
Rachel Tudor
No
1
Region 5
County - Kern
Follow-up
Informal
Rachel Tudor
No
2
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
5
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
2
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Kern
Follow-up
Informal
Vicki Avila
No
2
Page 11 of 13
86
157 of 159
Region 5
County - Kern
Region 5
Region 5
Follow-up
Investigation
Vicki Avila
No
1
County - Kern
Follow-up
Investigation
Vicki Avila
No
1
County - Kern
Follow-up
Member Contact
Vicki Avila
No
1
Region 5
County - Kern
Open
Grievance
Vicki Avila
No
1
Region 5
County - Kern
Open
Grievance
Vicki Avila
No
1
Region 5
County - Kern
Open
Group Grievance
Vicki Avila
No
1
Region 5
County - Kern
Open
Group Grievance
Vicki Avila
Yes
1
Region 5
County - Kern
Open
Group Grievance
Vicki Avila
No
1
Region 5
County - Kern
Open
Group Grievance
Vicki Avila
Yes
1
Region 5
County - Kern
Open
Informal
Vicki Avila
No
1
Region 5
County - Kern
Open
Informal
Vicki Avila
No
1
Region 5
County - Kern
Open
Member Contact
Vicki Avila
No
1
Region 5
County - Kern
Open
Judy Heath
No
1
Region 5
County - Kern
Open
Judy Heath
No
1
Region 5
County - Tulare
Follow-up
Informal
Rachel Tudor
Yes
1
Region 5
County - Tulare
Follow-up
Informal
Vicki Avila
No
1
Region 5
County - Tulare
Follow-up
Investigation
Rachel Tudor
No
1
Region 5
County - Tulare
Follow-up
Investigation
Rachel Tudor
No
2
Region 5
County - Tulare
Follow-up
Investigation
Rachel Tudor
No
1
Region 5
County - Tulare
Follow-up
Investigation
Rachel Tudor
No
1
Region 5
County - Tulare
Follow-up
Investigation
Rachel Tudor
No
1
Region 5
County - Tulare
Open
Jun Payoyo
No
1
Region 5
County - Tulare
Open
Jun Payoyo
Yes
1
Region 5
County - Tulare
Open
Jun Payoyo
Yes
1
Region 5
County - Tulare
Open
Jun Payoyo
No
1
Region 5
County - Tulare
Open
Judy Heath
No
1
Region 5
County - Tulare
Open
Judy Heath
No
1
Region 5
County - Tulare
Open
Judy Heath
No
1
Region 5
Court - Kern County
Follow-up
Informal
Vicki Avila
No
1
Region 5
Court - Tulare County
Follow-up
Informal
Jun Payoyo
No
1
Region 5
Follow-up
Member Contact
Jun Payoyo
No
1
Region 5
Open
Arbitration
Jun Payoyo
No
1
Region 5
Open
Jun Payoyo
No
1
Region 5
Kings Community Action OrgaFollow-up
Informal
Vicki Avila
No
2
Region 5
Student Transportation of AmeFollow-up
Informal
Vicki Avila
No
1
Region 6
IHSS Santa Clara
Member Contact
Diego Valdez
No
1
Region 6
Institute on Aging/Older AdultsOpen
Kimberly Gomez
No
1
Open
583
Page 12 of 13
77
2
583
158 of 159
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.”
159 of 159

Full Executive Board Meeting, June 28-29

Transcription

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