EXECUTIVE BOARD MEETING AGENDA
Transcription
EXECUTIVE BOARD MEETING AGENDA
EXECUTIVE BOARD MEETING AGENDA Saturday, June 27, 2015, Start Time Saturday: 9:30am (with Regional Meetings) 9:30am – 10:15am – Region Meetings – Individual Regions Meet Regional Meeting Packets - (blue legal documents – Regional Meetings Packet – separate packet) Status of Membership Numbers: Member Counts, Member Participation, Leaders, Certified Stewards, Stewards, Members/Non-Members. 10:15 – 10:45am – Report Back to Executive Board from Region Meetings 10:45 – 11:00am – Open Forum 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 11:00 whichever comes sooner. If members arrive before 11:00 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. 11:00 – 1:00pm – BUSINESS MEETING: CALL MEETING TO ORDER: FLAG SALUTE AND QUORUM: SPECIAL GUEST: Brandon Davis, SEIU International Political Director Riko Mendez, Local 521 Political Director – Political Report ANNOUNCEMENTS: 1. Executive Session during Lunch if necessary; Trustee Meeting at lunch if desired. 2. Swearing in of any unsworn members – Catherine McCoy - (pledge at back of the packet) 3. SEIU International Scholarship Winner – Ruth Cervantes in San Jose – awarded an annually renewable $1,000 - (pages 5-6) 4. John Roitz has resigned as Region 2 Trustee due to family commitments - (pages 7-8) 5. REMINDER: The election of all Executive Board positions will in January of 2016 with requirements beginning the end of November beginning of December. On the ballot will be any Bylaws Amendments that are recommended by a 2/3 vote of the Executive Board or a petition in favor of a proposed amendment with valid signatures of ten percent (10%) of Local members submitted to the Local President. If you have any proposed Amendments please get your wording to Pam Rodgers ASAP so they can be evaluated by the Localwide Bylaws Committee and presented to the Executive Board at the September Executive Board Meeting. OPEN FORUM RESPONSES: Last Executive Board Meeting Open Forum Issues and other pertinent issues: None CONSENT AGENDAS / Related Motions and Information: Motion A – Report Consent Agenda Approval - (pages 9-12) 1. Approval of Executive Board Meeting Minutes – March 28, 2015 - (pages 13-22) 2. Report of Motions passed at the May 20, 2015, Officers’ Meeting - (on motion) 3. Report of Executive Board email motion poll taken May 22–26, 2015 - (on motion) 4. Report of Officers’ email motion poll taken June 8-10, 2015 - (on motion) 5. Budget & Finance Committee Report of June 17, 2015 with April 2015 Financials - (yellow legal documents – April 2015 Financials; Summary of June B&F Meeting Packet – separate packet) 6. Good & Welfare Committee Expenditures Report – None for June 2015 Any Requests for Assistance – please send them to both RoseAnn Dominguez at [email protected] and Karen Summers at [email protected] POLITICAL AGENDA: 1. Motion B – Political Consent Agenda: Motions B/1 – B/3 - (pages 23-30) BYLAWS CONSENT AGENDA: Motion C – Approval for the Fresno County Chapter Bylaws - (pages 31-32) NEW BUSINESS: Motion D – Approval for 2016 Executive Board Election Committee - (pages 33-34) Motion E – Approval of the Rules, Guidelines and Procedures for the 2016 Executive Board Elections - (pages 35-36) Motion F – Approval of the Vendor to Facilitate the 2016 Executive Board Election - (pages 37-38) UNFINISHED BUSINESS: Motion G – Approval of Revised Strike Hardship Guidelines - (pages 39-52) Motion H – When is a Raise a Raise? - (pages 53-54) WRITTEN REPORTS & CORRESPONDENCE REQUIRING NO ACTION – They may be pulled for discussion if desired. - (orchid letter documents – Reports Packet – separate packet) Officers’ Reports st ¾ 1 Vice President Report ¾ Regional VP Reports Region 1 Region 2 - (PowerPoint presented by Matt Nathanson) Region 3 Region 4 Region 5 Region 6 Education and Training Report Organizing Report Communications Report IT Report Admin/Building Report Contract Enforcement Department Reports PAC/PACE Totals Report Trustee Report Industry, Caucus and Committee Report ¾ DD Industry Council Report ¾ Nurse Alliance Report ¾ Retirement Security Committee Report ¾ SEJ Committee Report AFRAM Report APALA Caucus Report Latino Caucus Report LGBT Caucus Report Native American Indian Report Women’s Caucus Report PWD Caucus Report Correspondence - none Other Oral Reports: 1:00pm – 1:45pm – LUNCH (Executive Session if necessary and Trustee Meeting) 1:45 – 2:30pm – EXTERNAL ORGANIZING PRESENTATION - (video presentations – Sam’s & Pearson’s; Public Division video – DLB 2015) 2:30 – 3:00pm – COST CONTAINMENT COMMITTEE REPORT: Gwyn Harshaw, Matt Nathanson, Albert Carlson (Research Director), Cesar Serrano (CWA) 3:00 – 3:15pm – PRESIDENT’S REPORT: President Gwyn Harshaw - (oral) 3:15 – 4:15pm – CHIEF ELECTED OFFICER’S REPORT: Luisa Blue, CEO - (oral) 1. Immigration Reform - Riko Mendez - (10 minutes - oral) 2. SEIU International Executive Board Reports SEIU International Racial Justice Task Force SEIU International Public Division - (Powerpoint – Leading in a New World v2) Contract Negotiations Updates 3. Santa Clara County Contract Fresno County Unit 2 Fresno County Contract Kern County Contract City of Santa Cruz Contract 4. IHSS Jurisdictional Update - (pages 55-62) 5. 1115 Waiver Update 6. California SEIU State Council Board Report - (pages 63-72) INFORMATIONAL ITEMS: - (none) ADJOURNMENT: Box Dinner to go will be available at the end of the meeting LB/kns SEIU 521 CTW/CLC 5 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 6 of 73 June 8, 2015 Dear Debbie, I regret to inform you that I am resigning from my position as Region 2 Trustee. Other commitments have arisen that require much of my attention and I don’t feel I have given or can give the Trustee position the focus that it deserves. I hope that we will find a new member who will be able to carry out the duties of the position with energy and effectiveness. In Solidarity, John Roitz 7 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 8 of 73 SEIU Local 521 Executive Board Motion * Motion Letter: A Date: June 27, 2015 Motion Title: Report Consent Agenda The Following Reports have been placed on the REPORT CONSENT AGENDA for approval/confirmation without discussion. If you wish discussion pull the report from the REPORT CONSENT AGENDA – NO Motion is required to remove a report from the Report Consent Agenda. Committee Reports Requiring Approval/Confirmation: (as noted below) 1. Approval of the Minutes for the Executive Board Meeting of March 28, 2015 - (pages 13-22) 2. Report of Motions Passed by the Officers at the May 20, 2015, Officers Meeting that require reporting to the Executive Board: Motion C: Kern County Dues Refund Loan Forgiveness - $82,165.44 Motion: To forgive the remaining $82,165.44 owed by the General Fund to the Organizing Fund for the refund of dues overpayments to Kern County Part-time workers. Duly moved; seconded; passed as presented. Motion D: Forgiveness of Remaining Organizing Fund Loan to the General Fund to Purchase the Visalia Office - $367,000 Motion: To forgive the remaining $367,000 owed by the General Fund to the Organizing Fund for the purchase of the Visalia Office. Duly moved; seconded; passed as presented. 3. Report of Executive Board Email Poll Motion Passed May 22 – 26, 2015: Thank you for your votes – the email EBd motion has passed. There were 18 votes – all were yes votes; 16 valid yes votes were recorded, 1 yes vote was disqualified because a trustee voted, and 1 yes vote was disqualified because it could be contested. Voting yes: Melanie Martinez, OC Oceguera, Lesbia Reclosado, Javier Sanchez, RoseAnn Dominguez, John Gutierrez, Tonya York, Dolly Clemente, Josh Wallace, Carol Garvey, Sonja Bennett, Matt Nathanson, Via Cooper, Diane Goldwasser, Carmen Morales, Muriel Frederick, Jennifer Stegmann, and Lori Niepoth. PASSED Motion: To concur with the appointments of the President of John Gutierrez, the 1st Vice President; Bill Ragland, Trustee at Large with Melanie Martinez as the backup Trustee at Large; and Muriel Frederick from Region 1, Victoria Rodriguez from Region 2, Adam Gintz from Region 3, Alysia Bonner from Region 4, Regina Kane from Region 5, and Tonya York from Region 6 to the Localwide Strike Hardship Committee. LB:kns SEIU 521 CTW/CLC 9 of 73 EMAIL EXECUTIVE BOARD MOTION - PLEASE REPLY BY Tuesday May 26th by 9:00am for your vote to count. Please reply either yes to approve or no to not approve. The majority of those EBd Members voting by Tuesday May 26th by 9:00am will determine if the motion passes or fails. 4. Report of Officers’ Email Motion Passed June 8-10, 2015: Thank you for your votes – the email Officers’ motion has passed. There were 6 votes – all were yes votes. Voting yes: Alysia Bonner, Matt Nathanson, Tonya York, RoseAnn Dominguez, John Gutierrez, Muriel Frederick PASSED Motion: To contribute $2,500 from the Independent Expenditure Account to Tim Orozco for San Jose City Council District 4 Seat. Voting will close on Wednesday June 10th at 5:00pm. Majority vote of those votes cast will determine the outcome of the motion – pass or fail. 5. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521 Treasurer - (Yellow Legal Financial Documents – separate packet) June 17, 2015 Meeting – The Committee reviewed the April 2015 Financials. A ground rule was established: in order for a B&F Delegate to be considered present, they must at minimum be present to vote on Item 1 the Financial Consent Agenda. ¾ B&F Item 1 – Approved - The April 2015 Financial Documents ¾ B&F Item 2 – Approved – Vacate Huong Chung’s B&F Seat. ¾ B&F Item 3 – Approval – Recommend EBd Approval of a Vendor for the 2016 Officers, EBd Delegates and Trustees Election. ¾ B&F Item 4 – Approved – Search and Negotiate for a viable Lease for the Santa Cruz Office. ¾ B&F Item 5 – Approved – Purchase Great Plains Financial Software Upgrade. Signed Motions 6. Good and Welfare Committee Report – donations in June 2015 ¾ None ¾ Please submit all Good & Welfare requests to both RoseAnn Dominguez and Karen Summers. * Motion A: To approve/confirm as presented ALL Reports on the Report Consent Agenda EXCEPT those pulled and listed below which will be held for discussion: Follow Up: LB:kns SEIU 521 CTW/CLC 10 of 73 Moved by:__________________________ __ Second :____________________________ Pulled:______________________________________________________________ Votes in Favor:____________ Votes Opposed:___________ Abstentions:_____________ Motion: Carries Fails: Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 11 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 12 of 73 Minutes March 28, 2015 – Executive Board Meeting All business completed Saturday; no meeting Sunday Saturday 9:30am for Region Meeting and Reports Back Business Meeting from 10:50am – 3:37pm Executive Session: During Lunch Call to order by President Gwyn Harshaw 10:50am. Regional Meetings were held prior to call to order. Officers in Attendance at the Meeting: Gwyn Harshaw President John Gutierrez Excused RoseAnn Dominguez Treasurer Karen Nakatani Excused Muriel Frederick Excused Matt Nathanson Excused Vacant Alysia Bonner Vacant Tonya York Luisa Blue Region 3 Vice-Pres. Region 4 Vice-Pres. Region 5 Vice-Pres. Region 6 Vice Pres. CEO Executive Board Delegates and Alternates in Attendance at the Meeting: REGION 1: Lesbia Reclosado Lydia Torres REGION 2: Luisa Aguilar Javier Sanchez Victoria Rodriguez Diane Goldwasser REGION 3: Adam Gintz REGION 4: Laura Basua Jennifer Jensen Sergio Garcia REGION 5: Rudy Plaza Regina Kane Herman Williams Sonja Bennett Greg Gomez Executive Board Officers, Members and Alternates – Excused: Rosemary Romo Tammy Dhonato Josh Wallace OC Santiago Valerie Pickering Linda Krolnik Donna Nielsen Roy Harris Lori Niepoth Carmen Morales Executive Board Members and Alternates – Unexcused: Delia Herrera George Preston Marcela Bonilla REGION 6: Myrna Bravo Dolly Clemente CAUCUS DELEGATES: Arvelia Cooper-Whigham Rachel Subega RETIREE DELEGATES: Gary Linsner Imelda Ceja-Butkiewicz Jennifer Stegman Carol Garvey Huong Chung Local 521 Trustees in Attendance: William Ragland Connie Chew Local 521 Trustees Absent: Phillip Brown John Roitz Melanie Martinez 13 of 73 Local 521 Staff in Attendance: Karen Summers Don Brown Riko Mendez Nick Raisch Debbie Narvaez Robert Li Catherine Balbas Pam Rodgers Teneya Johnson JoAnn Salazar Local 521 Members in Attendance: none Guests: Fight for $15 Maria Villanveya Alice Delagoza Childcare Celeste Galeno Pablo Pablo Pa Naryaez Naryaez Regional Meeting Feedback: 1. Regions 1 & 6 – Lydia Torres reported back. Priority is more members and more leadership because leaders and members are retiring. Unions for our grandchildren. 2. Region 2 – Javier Sanchez reported. The Region 2 goals for 451 new members was discussed and divided by City/County/Chapter. The Region is looking to meet goals of trained stewards and activists. One point that was discussed way “what is our perceived value among members?”. The workers are the union. Coordinated bargaining master contracts among small contracts was discussed. New hire presentations and sign ups are a priority. Leaders leading is most important. One contract campaign the bargaining team signed up 20 new members in the first month. 3. Region 3 & 4 – Alysia Bonner reported. The Region decided to increase their new member goals from 80% to 90% in 2015 and COPE goal to 25%. The Region plans to increase education and reeducation of what a union is and oneness, to be more proactive, increase leadership, hold 2 Regional meetings this year, and show the community that the caucuses and the union are for a better society. 4. Region 5 – Regina Kane reported back. Kern, Kings, Tulare Counties and Bakersfield City gained 128 new members in January and February but the net gain was lower because there were many retirees. The Region is having steward trainings in the officers trying to add to the number of certified stewards. Tulare County is in bargaining and is building report with the community. There has been a 30% increase in membership. It is a member to member drive; increasing membership at the new hire orientations. March 13th there was an action with the community. March 24th there was a member Community 1st action at the BOS. They need member participation. There was a huge PERB win in Tulare County largely through the leadership and perseverance of Greg Gomez – a $4,000,000 win in back pay for the workers. The County is appealing, but the win is huge. The following documents had been discussed in the Regional Meetings: Member vs Non-Member Analysis by Chapter was presented in the packet. ¾ Member Counts ¾ Member Participation ¾ Leaders ¾ Certified Stewards 2 14 of 73 ¾ Stewards ¾ Members/Mon-Members Open Forum 1. Rachel Subega spoke – the Latino caucus has been busy! Silicon Rising Rally with hundreds participating from the community with our leaders. Apple gave contracted out workers benefits – a great win. Native Aztec New Year. 1500 flyers out for the Cesar Chavez festival. It’s going to be great with food and music on April 4th from 15pm in San Jose. Pledge of Allegiance to the Flag A moment of silence for those who are no longer with us, but in our hearts. Call to Order: President, Gwyn Harshaw, formally called the meeting of the Executive Board for March 28, 2015, to order on Saturday March 28th at 10:50am. A quorum was present. The Regional Meetings were held at 9:30 and report backs were done following those meetings at 10:15am. Announcements: There will be an Executive Session at lunch. Veronica Rodriguez is no longer an Executive Board Delegate. She has been hired as staff. Gwyn reported that she is doing well; she had an 80 member turn out at the Santa Cruz City Hall for a contract action this week. Swearing in of any unsworn members - none. However, Catherine McCoy was elected to the vacated Region 1 Chapters Composite Delegate position. She will attend the next meeting. Responses to Last Executive Board Meeting Open Forum Issues: None. Motion A – 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. Motion A – Report Consent Agenda 1. Approval of Executive Board Meeting Minutes – December 6, 2014 2. Budget & Finance Committee Report - RoseAnn Dominguez, Local 521 Treasurer March 18, 2015 Meeting – The Committee reviewed the January 2015 Financials and the Revised Document 2 from December 2014, no questions were asked. 3 15 of 73 ¾ B&F Item 1 – Approved the January 2015 Finances and the Revised Document 2 from December 2014 with explanation. ¾ Report Back – on whether or not the Financials could be given to the Budget & Finance Committee in a more timely manner for review and approval. At this time it does not seem possible. 3. Good & Welfare Committee Report – donations in March 2015 ¾ None ¾ Please submit all Good & Welfare requests to both RoseAnn Dominguez and Karen Summers. The Treasurer noted that the Service Fee Rebates for 2014 totaled $554,000.94. This compared to the $548,468.17 sent out for 2013 rebates. It is important to change Service Fee Payers to members – it would be a savings to the Local. Motion: To approve/confirm as presented all reports on the Report Consent Agenda Duly moved; seconded; passed as presented. Motion B - Political Consent Agenda: Motion B/1 – Endorse and support Santa Cruz Redwoods National Monument. Motion: To endorse the creation of the Santa Cruz Redwoods National Monument and to mail blast the petition to the President of the United States to all SEIU members to encourage them to sign the petition. www.Santa CruzRedwoods.org Duly moved; seconded; passed as presented under the Political Consent Agenda. Motion B/2 – Increase Political Donation from the General Fund Motion: To increase the current member per month political account contribution to 50 cents. Of the 50 cents, 25 cents shall go into the 521 Candidate Account and 25 cents shall go into the 521 Issue Account. Duly moved; seconded; passed as presented under the Political Consent Agenda. Motion B/3 – Monterey Bay Central Labor Council – Annual Awards Dinner $3,000 from the Candidates Account Motion: To contribute $3,000 to the MBCLC Annual Awards Dinner on April 17th in Monterey from the SEIU Local 521 Candidate PAC. Duly moved; seconded; passed as presented under the Political Consent Agenda. Motion B/4 – Support labor endorsed candidate Jesus “Chuy” Garcia for Mayor of Chicago – Candidate Account - $2,500. Motion: To contribute $2,500 from the SEIU 521 Candidate Account to support labor endorsed candidate Jesus “Chuy” Garcia for Mayor of Chicago. Duly moved; seconded; passed as presented under the Political Consent Agenda. Motion B/5 – Contribution to the Tim Orozco San Jose City Council Campaign Motion: To contribute $500 to the Tim Orozco’s Campaign from the Retirees’ Candidate Account. Duly moved; seconded; passed as presented under the Political Consent Agenda. Motion B/6 – Reimbursement of the General Fund for Ed Mitchell In-Kind contributions - $7,185.12 from the IE Account 4 16 of 73 Motion: To reimburse the SEIU Local 521 General Fund for in-kind contributions to the Ed Mitchell campaign in Monterey County - $7,185.12 – from the SEIU Local 521 Independent Expenditure Account. Duly moved; seconded; passed as presented under the Political Consent Agenda. Motion: To approve/confirm as presented All Motions above from the Political Consent Agenda. Duly moved; seconded; passed as presented Riko Mendez, Political Director, recognized Greg Gomez as the Mayor of Farmersville. He then presented the Political Priorities for SEIU Local 521 for 2015 through 2016. He said the key is to get members involved and into action. The members are the union and there is power and “voice” in numbers Motion B/7 – Approve the Political Priorities for SEIU Local 521 for 2015 through 2016 Motion: To approve the Political Priorities of SEIU Local 521 for years 2015 and 2016 as outlined by Political Director Mendez below. Duly moved; seconded; passed as presented. Top Political Priorities 2015-16: For discussion with SEIU 521 Executive Board on March 28th, 2015 1. Pensions: Public pensions continue to be a serious political and fiscal issue for public employees throughout the nation. Right to Work organizations are continuing to attack public employee pension on both large and small scale. In California. a. Former San Jose Mayor Chuck Reed plans to qualify an initiative to change the fundamental protections of pensions in California state law. Union members, working families, and allies will need to join together to defeat such a measure statewide. b. SB 1234 Secure Choice retirement bill: SEIU 521 will continue to support the creation of pensions for all type measure at the state level. c. Cal PERS retiree seat election is this year, the SEIU endorsed candidate is incumbent Henry Jones 2. Organizing and Growth: Healthcare organizing and Childcare organizing are our top campaigns within SEIU 521 as well as supporting Fight for $15 events in our regions. Ambitious external and internal membership growth goals are being adopted local wide to ensure the strength and unity within our local moving in to a huge presidential election year in 2016. 3. ACA Implementation: Now that Affordable Care Act in being implemented throughout the nation, it’s effectiveness on changing the healthcare landscape in California is beginning to show promise. The ACA had lots of positive potential for public health systems represented by SEIU 521 s well as some potential issues that SEIU 521 members and staff will need to take a leadership role on in order to ensure a robust public safety net. The 5 year cyclic negotiation on federal funding of local California public health systems in underway in 2015 and shall be completed by the end of the year. SEIU 521 members and staff will continue to be a leading partner in the effort to protect and secure adequate public health system funding. 4. Federal / State / and Local Elections: Presidential year in 2016, multiple assembly and senate races at state level, and countless crucial local elections. As we have seen in recent months, all levels of elected leaders and either contribute to the demise of our movement 5 17 of 73 5. 6. 7. 8. or contribute to the movement significantly. Value added from having elected leaders carry a message of unity and hope while also being willing to stand up to corporate greed can create a winning alliance. Comprehensive Immigration Reform and civic engagement work: This is an issue of a lifetime. With pressure coming from all sides, legislators at the state level have led the way in sponsoring and passing state legislation that continues to drive the debate in Washington DC on the issue of immigration. California has a tremendous opportunity to support the expansion of the DACA and DAPA programs that will allow 5 million people to stay in our country legally and with the ability to get a driver’s license and basically come out from the shadows and into the light of a brighter future. SEIU 521 is taking our role as a public sector local seriously and our approach to the campaigns will take our status as a public sector local and our member’s skill as public sector service providers in to account when we engage the community and our employers on the issue on Comprehensive Immigration Reform. We plan to create and lead a group of SEIU 521 activists and participants in creating a local wide Immigration committee. This will provide our local a unique opportunity to engage new members in the union on a key and timely issue. Revenues: State and local revenues are the primary way SEIU 521 member’s work is funded. The programs our members provide across the cities, counties, and non-profit jurisdictions in our regions are in need of increased investment from elected leaders at all levels. In 2015-16 there will be opportunity to raise revenues at both the State and locals levels in most areas. SEIU 521 will plan to take a leading role in any large revenue measure and will also support smaller measures in specific municipalities when available. Fight for $15 and the living wage campaign: Fast food organizing has taken center stage on global scale. The work of SEIU and countless SEIU locals and allies across the nation and world have now successfully made the Fight for $15 a household term and are now driving the wage and dignity debate in a positive direction. SEIU 521 has already led on multiple living wage and minimum wage increase campaigns. We plan to continue this work into with a likely ballot measure that will raise the state minimum wage to between $13 - $15 dollars per hour. State Ballot initiatives: TBD SEIU Local 521 received two awards from the International. One for the ACA work done last year and a second for being the public sector union to be third highest in COPE Donations. Motion C – Bylaws Consent Agenda: Motion C/1 – Acceptance of the City of East Palo Alto Bylaws Approved by the Localwide Bylaws Committee Motion: To approve the City of East Palo Alto Bylaws as presented. Duly moved; seconded; passed as presented under the Bylaws Consent Agenda. Motion: To approve/confirm as presented All Bylaws on the Bylaws Consent Agenda. Duly moved; seconded; passed as presented New Business: Motion D – Preparation for the Localwide Executive Board Elections in January 2016 6 18 of 73 Motion: To approve the advertisements for members interested in participating on the Election Committee for the Localwide 2016 Election of Executive Board Officers, Delegates, and Trustees. Duly moved; seconded; passed as presented Motion E – Concurrence of Appointments to the Budget and Finance Committee for Region 1 Open Seats Motion: To approve/confirm the appointments of the President of Lesbia Reclosado and Lydia Torres to serve jointly as one Budget & Finance Delegate from Region 1. Duly moved; seconded; passed as presented Unfinished Business – none Written Reports & Correspondence Requiring no Action by the Board: Ă 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Officers’ Reports st ¾ 1 Vice President Report – none. ¾ Regional VP Reports Region 1 - in packet Region 2 - in packet Region 3 – none. Region 4 – (in packet) Region 5 – (in packet) Region 6 – (in packet) Education and Training Report – (none) Organizing Report – (in packet). There was also an Organizing presentation later in the meeting. Communications Report - (none) IT Report - (in packet) Admin/Building Report - (in packet) CED Report – (in packet) PACE/PAC Totals Report - (in packet) Trustee Report – (in packet) Industry, Caucus and Committee Report ¾ Nurse Alliance Report – (in packet) ¾ Retirement Security Committee Report – (in packet) ¾ SEJ Committee Report - (in packet) ¾ AFRAM Report - (in packet) ¾ APALA Caucus Report - (in packet) ¾ Latino Caucus Report – (in packet) ¾ Native American Indian Report – (in packet) ¾ Women’s Caucus Report - (in packet) ¾ PWD Caucus Report – (in packet) Correspondence – (none) 7 19 of 73 12. Other Oral Reports – (none) President’s Report: President Gwyn Harshaw: Gwyn reported on the International Ignite Conference. The theme was Spark – we are building the Labor movement by becoming a Spark and igniting passion and enthusiasm. The conference was for the young and the getting started members and staff mentors. SEIU Local 521 is already doing all that is being done across the country. SEIU is trying to build strength in different industries by settling contracts with similar language industry wide. We are training Sparks. “I’m a Spark!!” During Lunch: ¾ The Officers met in Executive Session on several issues. SEIU International Blueprint / 21st Century Blueprint Committee Workshop by Kristy Sermersheim This International Committee is looking at everything they can think of in “out of the box ways” to make a plan to be relevant in 2030. Most things around us are dramatically changing at a rapid pace and our basis is not solid; these are scary times; we are living in a VUCA world. The International has identified 6 Megatrends that are and will shape the future for workers: Demographics, Technology, Climate Change, Global Economy, Work, and Inequality. The goal is to Leap Frog over points in trends now and instead look beyond to the future points in the trends so that we don’t invest in what will be obsolete. This way we will be relevant in 2030 and beyond. External Organizing Presentation Fight for $15 – fast food workers, adjunct professors, etc. Greg Batiste, our external organizer, and Pablo Narvaez, a fast food worker who works in 3 different restaurants, spoke of wages and conditions in the fast food business. Never a raise in 15 years of work in the industry; always afraid because of his immigration status. $15 per hour with union backing and support would make a tremendous difference in his life and his family’s lives. On 4/15/15 make a difference – participate in the National Day of Action. 100,000 people will be participating across the country. Some cities where there will be actions are: LA, Berkeley, Fresno, and San Jose. Hope is the key. 6 modules of Steward Training – Jennifer Jensen, MOC Chair, there will be a training in Visalia: we are only as strong as our members! Childcare/Family Daycare Providers – two childcare workers, Celeste and Alice, and Lladira Baez spoke: Providers are getting a Voice. April 29th there will be an action and June 3 a Civil Disobedience will happen. Today there was a Statewide meeting of Childcare Providers hoping to get a bill passed because they want benefits. Childcare Providers are now being asked to possess more education. 8 20 of 73 Chief Elected Officer Report: Luisa Blue ¾ Chief of Staff Announcement – Robert Li has been named Chief of Staff for the Coast and the North. Catherine Balbas has been named Chief of Staff for the Central Valley. The job of Chief of Staff at this time is too much for one person. Robert and Catherine will make a great team. ¾ Immigration Reform – was discussed by Riko during the Political Priorities for 2015 through 2016 motion. ¾ Monterey Bay CLC withholding of percapita payments – The Officers voted in February 2015 to withhold further payments of percapitas to the MBCLC until they provide financial report from 2014 and a budget for 2015. This was recommended by Matt Nathanson. ¾ IHSS Jurisdictional Update – There has been a hiccup in talks among the three SEIU Unions involved in California Homecare. The UHW leader violated the spirit of the agreement and made private discussions public. Eliseo Medina is working to bring the participants in the talks back together to reach a resolution. ¾ Transformation Process – is being expanded to include leadership. There will be more of a report in June. ¾ Member Complaint in Region 4 – an SEIU member in Fresno County is leading a decert action of 900 workers in Unit 2 of Fresno County. There is a meeting before the Board of Supervisors on April 9th to modify the unit, but it is felt this will not be successful. The man leading the decert action has dual membership. Both dual membership and leading a decert action are violations of the SEIU International Bylaws and merit charges being filed against him. The filing charges process has been started. A group of members have talked with him to drop his decert to no avail. There are now efforts to mediate the situation. The Right to Work Committee is being copied on emails this man and his following send. So they are involved. SEIU International Executive Board Reports: ¾ Luisa’s appointment to the SEIU International Racial Justice Task Force – The task: Structural Racism impacts everyone’s life. How is this inequality rectified? Transformation Plan: Robert Li and Catherine Balbus Between September 2014 and January 2015 the Senior Team Transformation Committee made up of Albert Carlson, Debbie Narvaez, Khanh Weinberg, Riko Mendez and Robert Li, met about 9 times to do the ground work for change in how our Local works. It is felt that now is the time to go a little broader with the Committee by including the Executive Board Officers, Regional Vice Presidents, Regina Kane from Region 5 and Adam Gintz from Region 3 (because there are no VPs in those Regions). It is thought that to start this size committee will be large enough to be inclusive but small enough to function. We want to start working toward a union that will be relevant in 2030 and be prepared should significant changes happen between now and then – e.g. if in 2016 Abood v Detroit Board of 9 21 of 73 Education is overturned by the Supreme Court and the public sector chapters no longer have closed shop. The Staff Committee has recommended several steps to flush out a plan. Recommendations: 1. A dual track transformation process a. Short term projects and goals – e.g. a massive membership drive b. Long term projects and goals – e. g. changing the culture of the Local; improving the steward system; developing and empowering the stewards to handle all grievances and disciplines. 2. Form a Committee – the Full Committee with Sub Committees 3. Provide adequate SEIU resources for the Transformation Committee 4. Make “power” a dominant criterion for decision making in the Transformation Committee 5. Start with two main things: know where you’re going – have a vision/road map and have basic educational power 6. Inclusive of existing or developing important big programs (e.g. the fight for 15), consider feedback and other recommendations, measure success from a baseline, engage with external partners, engage the small chapters, engage with other SEIU Locals, engage the new rising stars (leaders/millennial), do the union work. Informational Item – None. Adjournment: Moved; seconded; passed for adjournment of the Executive Board Meeting of March 28, 2015, at 3:37pm. LB : kns SEIU 521 CTW/CLC 10 22 of 73 SEIU Local 521 Executive Board Motion * Motion Letter: B Date: June 27, 2015 Motion Title: Political Consent Agenda - (pages 23-24) 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 – Confirmation of Fresno County Delegate Seats at the Fresno, Tulare, Madera, and Kings County Labor Council - (pages 25-26) B/2 – Confirmation of IHSS Delegate Seat at the South Bay Central Labor Council representing Santa Clara and San Benito Counties - (pages 27-28) B/3 – Approve $1,500 for Sponsorship to the H.R. Perea Fundraiser from the Candidate PAC - (pages 29-30) * Motion B: To approve as presented ALL Motions on the Political Consent Agenda EXCEPT those pulled and listed below which will be held for discussion and approval or denial: Follow Up: Moved by:__________________________ __ Second :____________________________ Pulled:______________________________________________________________ Votes in Favor:____________ Votes Opposed:____________ Abstentions:_____________ Motion: Carries Fails: Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 23 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 24 of 73 SEIU Local 521 Executive Board Motion Motion Number: B/1 Date: June 27, 2015 Motion Title: Confirmation of Fresno County Delegate Seats at the Fresno, Tulare, Madera, and Kings County Labor Council Recommended By: Fresno County General and Executive Board Meeting of 4/28/15 Background: The Fresno County General and Executive Board Meeting voted on 4/28/15 and is recommending the following actions be taken in regards to the vacant and filled delegate positions on the Fresno, Tulare, Madera, and Kings County Labor Council. Additions Alysia Bonner and Joy Hall Villareal Removals Diana Calderon and James Hackett Motion: To confirm the appointments of Alysia Bonner and Joy Hall Villareal as delegates and removal of Diana Calderon and James Hackett as delegates to the Fresno, Tulare, Madera, and Kings County Labor Council. The Labor Council shall be notified of this decision. Follow Up: Moved by:___________________________ __ Second :___________________________ Amendment:______________________________________________________________ Amended By:______________________________________________________________ Votes in Favor:__________ Votes Opposed:_______ Motion: Carries Fails: Abstentions:_______ Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 25 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 26 of 73 SEIU Local 521 Executive Board Motion Motion Number: B/2 Date: June 27, 2015 Motion Title: Confirmation of IHSS Delegate Seat at the South Bay Central Labor Council representing Santa Clara and San Benito Counties Recommended By: Santa Clara and San Benito COPE committee Background: SEIU 521 Santa Clara and San Benito COPE COMMITTEE voted and is recommending the following actions be taken in regards to the vacant and filled delegate positions on the South Bay Central Labor Council. Additions Judy Pipkin, IHSS worker and Democratic Party Activist Removals none Motion: To confirm the appointment of Judy Pipkin as delegate to the South Bay Central Labor Council. The Labor Council shall be notified of this decision. Follow Up: Moved by:___________________________ __ Second :___________________________ Amendment:______________________________________________________________ Amended By:______________________________________________________________ Votes in Favor:__________ Votes Opposed:_______ Motion: Carries Fails: Abstentions:_______ Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 27 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 28 of 73 SEIU Local 521 Executive Board Motion Motion Number: B/3 Date: June 27, 2015 Motion Title: Sponsorship to Henry R. Perea Fundraiser - $1,500 from the Candidate PAC Recommended By: Fresno County COPE Committee Background: The Fresno County COPE Committee voted to approve a $1,500 sponsorship to the Henry R. Perea Fundraiser. The Summer Taste and Toast Reception which will be held at the Palms in Fresno on Thursday, July 16, 2015 from 5:30-7:30pm. With the sponsorship, all COPE members will be able to participate in the event. Motion: To approve a $1,500 sponsorship from the SEIU Local 521 Candidate PAC to the Henry R. Perea Fundraiser, Summer Taste & Toast Reception, on Thursday July 16th from 5:30-7:30pm. Friends of H.R. Perea P.O. Box 4529 Fresno CA 93728 FPPC ID# 1253628 Follow Up: Moved by:___________________________ __ Second :___________________________ Amendment:______________________________________________________________ Amended By:______________________________________________________________ Votes in Favor:__________ Votes Opposed:_______ Motion: Carries Fails: Abstentions:_______ Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 29 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 30 of 73 SEIU Local 521 Executive Board Motion Motion Number: C Date: June 27, 2015 Motion Title: Authorization for the Officers to Approve the Fresno County Chapter Bylaws. Recommended By: Pamela Rodgers, Administrative Director Background: This month the President of the Fresno County Chapter contacted Pam with the Fresno County Chapter Bylaws updates for approval. The President also informed Pam that the Chapter is conducting its Officers’ elections in August 2015 and would like the Bylaws approved by the general membership of the Chapter during those elections. She acknowledged that the Chapter Bylaws probably could not be approved by the Executive Board at the June Executive Board meeting. Generally, Chapter Bylaws are approved by the Executive Board at their quarterly meeting. Unfortunately, approval of the Bylaws at the September Executive Board meeting would be too late for the Fresno County Chapter elections in August. There is not time left this month for the Bylaws to be approved by the Localwide Bylaws Committee to go before this month’s Executive Board meeting for approval. Therefore, it is requested that the Officers be authorized to approve the Fresno County Chapter Bylaws prior to the Fresno County Chapter elections in August if recommended by the LocalWide Bylaws Committee. Motion: The Executive Board authorizes the Officers to approve the Fresno County Chapter Bylaws prior to the Fresno County Chapter elections in August if they are recommended for approval by the LocalWide Bylaws Committee. Follow Up: Moved by:___________________________ __ Second :___________________________ Amendment:______________________________________________________________ Amended By:______________________________________________________________ Votes in Favor:__________ Votes Opposed:_______ Motion: Carries Fails: Abstentions:_______ Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 31 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 32 of 73 SEIU Local 521 Executive Board Motion Motion Letter: D Date: June 27, 2015 Motion Title: Authorization that the Officers Concur the Appointments of the Election Committee for the Executive Board Elections in 2016 Recommended By: Pamela Rodgers, Administrative Director Background: It is important that the Election Committee be appointed and concurred by the September 2015 Executive Board meeting the latest. If it is possible to have the committee appointed in July or August it would be helpful. In order for this to be done the Executive Board needs to authorize the Officers to concur the President’s appointments of members to the Election Committee for the Executive Board Elections in 2016. This Election Committee will serve as the Election Committee for all Localwide Elections between the September Executive Board meeting in 2015 and the Executive Board meeting in September 2018. Motion: To authorize the Officers to concur the President’s appointments of members to the Election Committee for the Executive Board Elections in January of 2016 and all other Localwide Elections between the September 2015 Executive Board meeting and the September Executive Board meeting in 2018. 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 33 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 34 of 73 SEIU Local 521 Executive Board Motion Motion Number: E Date: June 27, 2015 Motion Title: Approve the Rules/Guidelines/Procedures for the Executive Board Elections in January 2016 Recommended By: Pamela Rodgers, Administrative Director Background: As a part of the process for the Executive Board Elections in January 2016, the Rules/Guidelines/Procedures for the Election must be updated for the 2016 Elections. Unfortunately, they are not ready for Executive Board approval – the schedule of voting places has not yet been determined. As waiting for the September Executive Board Meeting for approval is too close to the election, the Administrative Director asks that the Officers be given authority to approve these documents between now and the September Executive Board Meeting. Motion: To authorize the SEIU Local 521 Officers to approve, between now and the September Executive Board meeting, the Rules/Guidelines/ Procedures as they will be updated for the 2016 Executive Board Elections. 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 35 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 36 of 73 SEIU Local 521 Executive Board Motion Motion Number: F Date: June 27, 2015 Motion Title: Approve a Vendor for the Executive Board Elections in January 2016 Recommended By: Finance Committee RoseAnn Dominguez, Local Treasurer, and the Budget and Background: As a part of the process for the Executive Board Elections in January 2016, a vendor to run the Elections that is within the Local’s two year budget for this Election needs to be selected and a contract signed. The amount budgeted for the Executive Board Elections held every three years is typically spread over two years; approximately half the total cost in the first year (2015) when the process is begun and commitments made, and the remainder in the actual year of the election (2016). The Budget & Finance Committee has reviewed three bids from vendors and a rejection to bid from a fourth vendor to run our Localwide Executive Board Elections in 2016, and brings this information to the Executive Board for their decision. 1. Randy Rattray declined to bid. 2. Election Trust bid $46,750 – they have done only smaller elections (chapter, contract, and association elections). If they are competitive with the League of Women Voters we will consider testing them on a large Santa Clara County Election. 3. Election Services Solution bid $425,000 – they did the recent 1021 Officers’ Election. They are based in New York. The bid includes all their travel and accommodation costs for their staff for the entire duration of the election. 4. American Arbitration Association bid $189,000 – they did our 2009 Officers’ Election with no problems and have done similar elections for many other SEIU Locals. They have a regional office in Fresno so their bid reflects only a minimal travel and accommodation costs for Region 3, 4, and 5 votes. The Budget & Finance Committee recommends that the Local again select the American Arbitration Association as the vendor to run our Executive Board Elections in 2016. AAA gave us a bid of $189,900 for the quoted job as preformed in 2013 which includes a vote on any amendments to the Local Bylaws. Motion: To select the American Arbitration Association as the vendor for the Local 521 Executive Board Elections in 2016 and authorize staff to sign a contract with the AAA in line with their bid to run our Executive Board Elections. Follow Up: LB:kns SEIU 521 CTW/CLC 37 of 73 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 38 of 73 SEIU Local 521 Executive Board Meeting Motion Motion Letter: G Date: June 27, 2015 Motion Title: Approval of the Revised Localwide Strike Hardship Fund Guidelines Recommended By: John Gutierrez, Chair, Bill Ragland, RoseAnn Dominguez, Laura Basua, Regina Kane, Alysia Bonner, Jennifer Jensen, Rachel Subega – the Localwide Strike Hardship Fund Guidelines writing Committee Background: The Guidelines for the Strike Hardship Fund were approved by the Executive Board December 6, 2014. Unfortunately, upon implementation it became apparent that the guidelines for the HATs (Hardship Action Teams) needed to be revised. That has been done and approved by the writing committee which has recommended approval of the attached revised guidelines. Motion: attached. To approve the revised Localwide Strike Hardship Fund Guidelines as Follow Up: Moved by:___________________________ __ Second :___________________________ Amendment:______________________________________________________________ Amended By:______________________________________________________________ Votes in Favor:__________ Votes Opposed:_______ Motion: Carries Fails: Abstentions:_______ Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 39 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 40 of 73 SEIU Local 521 has established a Strike Hardship Fund to be used to support strike actions. Objective: This fund is a tool to strengthen participation in approved strike actions by supporting a limited number of financially disadvantaged members in a strike action. This fund is not intended to be a substitute for wages. POLICY: 1. Overview The Local 521 Executive Board may approve "hardship" funds toward a strike action against a particular employer based on $250.00 per member of the striking bargaining unit(s) to a maximum of $50,000. Funds provided exclusively by the Local become available to eligible members only after the 5th day of the strike action. Striking chapters may apply to the Executive Board for additional strike hardship funds. 2. Distribution of Local Hardship Funds Local hardship funds shall be distributed as follows: a. Starting on Day 6 of the strike, eligible members may apply for the funds. b. Approval or Denial will take place within two weeks of the receipt of all application documents. 3. Member Eligibility Members are urged to apply only if they have a serious hardship. To be eligible to receive funds, a member must submit an application to the Local 521 Strike Hardship Committee based on the timeline established in number 2 above. Applicants must: a. Be an active member "in good standing" for a minimum of six months or from date of hire if less than six months prior to the strike date (be current with dues, not on medical or any other kind of leave, and not retired). b. Participate in the strike activities each day, for the whole day, and document this by signing the union’s strike rosters daily. c. Acknowledge on the application that the member has read the "Strike Hardship Fund Policy" and understands the following statement: "This fund is not intended to be a substitute for wages but rather a tool to strengthen participation in approved strike actions by helping a limited number of financially disadvantaged members in a strike action." 4. Committees A. The Strike Hardship Committee: 41 of 73 The policy of the Strike Hardship Committee for recommending assistance is within the framework of the established purpose of the Strike Hardship Fund. All questions regarding eligibility for assistance must be based on actual hardship needs of the individuals and that all other means for assistance have been exhausted. The Local shall empanel the Strike Hardship Committee at the swearing in of officers at the beginning of the Executive Board’s three year term. (The Local President shall empanel the first committee upon adoption of this policy.) The Hardship Committee shall be comprised of the following officers: • • • • 1st Vice President One of the two Trustees at Large ( the other will be the backup as needed) One volunteer Executive Board member from each of the Local’s Regions. (During the 3 year term if an Executive Board member is for any reason not able to continue to serve, the Regional Vice President of the affected region will appoint a replacement.) Additionally the Committee will be assigned a Staff Liaison for facilitation purposes. The Chief Elected Officer will make the assignment of the committee’s Liaison within the first 60 days of the new three year term. The liaison assignment will be made sooner if a strike action is likely before the 60 days. The responsibilities of the Strike Hardship Committee are: • • • • See to the maintenance of and adherence to the Local Strike Hardship Fund policy. The creation/maintenance of the Community Resource Guide for Hardship Action Team (by Region). Assist in the orientation of Hardship Action Team and oversee/monitor Hardship Action Team activities. Provide final approval of grant requests submitted by Hardship Action Team B. Hardship Action Team: Within 30 working days (sooner if a strike is imminent) after the Strike Hardship Committee is empaneled by the President and concurred by the Executive Board a pool of volunteers shall be found who are willing to serve on Chapter Hardship Action Teams during the term of the seated Executive Board. It is envisioned that each Region will have a separate Region specific pool of 9-12 qualified volunteers in their member pool. It is noted that eligibility type workers or equivalent type positions already possess many of the skills that will be necessary on the Chapter Hardship Action Teams. When a Chapter takes and approves a strike vote: in order to qualify for Strike Hardship Funds a Chapter Hardship Action Team must be formed within seven (7) working days. To accomplish this, the Chapter negotiation leadership shall request the services of three qualified, available members of the Regional volunteer pool and contact the remaining Team members enumerated below. All selected Chapter Hardship Action Team members must not be attached or involved in any way with the chapter involved in the strike action. 42 of 73 One of the first duties of the Chapter Hardship Action Team is to distribute a copy of this policy to all effected chapter members in the most expeditious manner(s) possible. As area knowledge is critical the Chapter Hardship Action Team shall be comprised of the following members: • • • • • The Regional Vice President of the striking chapter or his/her designate. Three members in good standing who reside in the county or region where the chapter is located, who are not attached or involved in any way with the chapter involved in the strike action. These members are selected from the Regional volunteer pool. The Trustee of the region wherein the striking chapter is located as long as the Trustee’s chapter in not the chapter on strike. o A Trustee at Large or a Trustee from another region will fill this position if there is not a Trustee for that region or the Trustee’s chapter is the striking chapter. A Staff Liaison from the nearest regional office to the striking chapter for facilitation purposes. NOTE: it is envisioned that this will be an administration type support as the internal organizer will have their hands full. Additionally it is envisioned that the fact that a sister chapter is going out on strike and that regional support is needed builds solidarity among all members of that region. Regional Vice Presidents are encouraged to take an active role in martialing moral and actual support from the other chapters in the region. The Chapter Hardship Action Teams will take an oath of office appropriate to this service and will do so at the first available meeting of the striking chapter’s officers and/or members. The contact information and procedures for being awarded a hardship grant will be reviewed by the chair of the Strike Hardship Committee directly after the administration of the oath or at the same meeting if the agenda indicates a time sensitive matter must be handled first. The responsibilities of the Chapter Hardship Action Team are: • • Fleshing out the Community Resource Guide in order to properly identify resources that strikers may qualify for, including but not limited to, contacting those organizations to confirm the processes needed to properly ask for and receive aid. Work with the claimants as counselors on how to best deal with their individual situations, and after exhausting all other options recommending to the Strike Hardship Committee that their claims be funded. 5. Categories for Hardship Needs A. Food Assistance Policy: Necessary food assistance may be provided by the Local to eligible strikers. The Chapter Hardship Action Team shall establish the guidelines for such assistance in each strike situation in accordance with the available resources in the county/region. B. Utility Policy: 43 of 73 The Chapter Hardship Action Team shall assist strikers in attempts to defer payment all utility bills such as water, fuel, and electricity. After the first fifteen (15) calendar days of a strike, Counselors may recommend, where necessary, payment of such bills which cannot be deferred, in order to prevent termination of service. C. Rent, Lodging, and Mortgage Payment Policy: The Chapter Hardship Action Team shall assist strikers in attempts to defer payment of rent and mortgage payments. After the first fifteen (15) calendar days of a strike, Counselors may recommend, where necessary, payment of such items In those cases where all else has failed and foreclosure/eviction is about to be enforced. D. If your particular hardship is not listed contact the Chapter Hardship Action Team /Counselor for information. *** All financial records shall be maintained by the HAT Committee in highest confidentiality and in compliance with all laws. 44 of 73 The Hardship Action Team Oath will be as follows: Hardship Action Team’s Installation Obligation “I, (name) ___________________, accept my responsibility as a Hardship Action Team member, and I pledge that I will faithfully observe the Strike Hardship Procedures of the Service Employees International Union Local 521.” “I pledge that I will provide ethical, responsible, and confidential assistance, to our members, who, as a result of supporting an authorized strike action, find themselves in financial distress.” “I pledge to work diligently to find needed resources to relieve any strike related hardship that members who come to me may be experiencing.” “I pledge to keep accurate records regarding my activities, especially but not limited to, situations where the recommendation of application of Local financial resources are concerned.” “I will not knowingly wrong a member or see a member wronged if it is in my power to prevent it.” “In fulfilling these responsibilities, I, by my actions, show my support for the 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.” 45 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 46 of 73 SEIU Local 521 has established a Strike Hardship Fund to be used to support strike actions. Objective: This fund is a tool to strengthen participation in approved strike actions by supporting a limited number of financially disadvantaged members in a strike action. This fund is not intended to be a substitute for wages. Policy:POLICY: )RUPDWWHG 1. Overview The Local 521 Executive Board may approve "hardship" funds toward a strike action against a particular employer based on $250.00 per member of the striking bargaining unit(s) to a maximum of $50,000. Funds provided exclusively by the Local become available to eligible members only after the 5th day of the strike action. Striking chapters may apply to the Executive Board for additional strike hardship funds. 2. Distribution of Local Hardship Funds Local hardship funds shall be distributed as follows: a. Starting on Day 6 of the strike, eligible members may apply for the funds. b. Approval or Denial will take place within two weeks from of the receipt of the all application documents. 3. Member Eligibility Members are urged to apply only if they have a serious hardship. To be eligible to receive funds, a member must submit an application to the Local 521 Strike Hardship Committee based on the timeline established in number 2 above. Applicants must: a. Be an active member "in good standing" for a minimum of six months or from date of hire if less than six months prior to the strike date (be current with dues, not on medical or any other kind of leave, and not retired). b. Participate in the strike activities each day, for the whole day, and document this on the application formby signing the union’s strike rosters daily. c. Acknowledge on the application that the member has read the "Strike Hardship Fund Policy" and understands the following statement: "This fund is not intended to be a substitute for wages but rather a tool to strengthen participation in approved strike actions by supporting helping a limited number of financially disadvantaged members in a strike action." 47 of 73 4. Committees A. The Strike Hardship Committee: The policy of the Strike Hardship Committee for recommending assistance is within the framework of the established purpose of the Strike Hardship Fund. All questions regarding eligibility for assistance must be based on actual hardship needs of the individuals and that all other means for assistance have been exhausted. The Local shall empanel the Strike Hardship Committee at the swearing in of officers at the beginning of the Executive Board’s three year term. (The Local President shall empanel the first committee upon adoption of this policy.) The Hardship Committee shall be comprised of the following officers: • • • • 1st Vice President One of the two Trustees at Large ( the other will be the backup as needed) One volunteer E-Executive Board member from each of the Local’s Regions. (During the 3 year term if an E-Executive Board member is for any reason not able to continue to serve, the Regional Vice President of the affected region will appoint a replacement.) Additionally the Committee will be assigned a Staff Liaison for facilitation purposes. The Chief Elected Officer will make the assignment of the committee’s Liaison within the first 60 dDays of the new three year term. The liaison assignment will be made sooner if a strike action is likely before the 60 days. The responsibilities of the Strike Hardship Committee are: • • • • See to the maintenance of and adherence to the Local Strike Hardship Fund policy. The creation/maintenance of the Community Resource Guide for Hardship Action Team (by Rregion). Assist in the orientation of Hardship Action Team and oversee/monitor Hardship Action Team activities. Provide final approval of grant requests submitted by Hardship Action Team B. Hardship Action Team: Within 30 working days (sooner if a strike is imminent) after the Strike Hardship Committee is empaneled by the President and concurred by the Executive Board a pool of volunteers shall be found who are willing to serve on Chapter Hardship Action Teams during the term of the seated Executive Board. It is envisioned that each Region will have a separate Region specific pool of 9-12 qualified volunteers in their member pool. It is noted that eligibility type workers or equivalent type positions already possess many of the skills that will be necessary on the Chapter Hardship Action Teams. When a Chapter takes and approves a strike vote: in order to qualify for Strike Hardship Funds a Chapter Hardship Action Team must be formed within seven (7) working days. To accomplish this, the Chapter negotiation leadership shall request the services of three qualified, available members of the 48 of 73 Regional volunteer pool and contact the remaining Team members enumerated below. All selected Chapter Hardship Action Team members must not be attached or involved in any way with the chapter involved in the strike action. One of the first duties of the Chapter Hardship Action Team is to distribute a copy of this policy to all effected chapter members in the most expeditious manner(s) possible. When a Chapter is in contract negotiations and it appears that a strike vote will be taken one of the organization requirements, in addition to CAT teams, etc., will be the formation of a Hardship Action Team. In order to qualify for Strike Hardship Funds, this committee must be formed within a week to 10 days. After a strike vote approving a strike action is taken, a copy of this policy will be distributed to all effected chapter members in the most expeditious manner possible. This “Boots on the Ground” committee’s perspective and local knowledge will be critical to their proper functioning on behalf of the striking members. As area knowledge is critical Tthe Chapter Hardship Action Team shall be comprised of the following members: • • The Regional Vice President of the striking chapter or his/her designate. Three members in good standing who reside in the county or region where the chapter is located, who are not attached or involved in any way with the chapter involved in the strike action. These members are selected from the Regional volunteer pool. • Staff of the regional office, who will send out an e-mail blast to all members in good standing for the region with particular attention to county eligibility workers as they have the existing skill set to do this type of service. • Additionally it is envisioned that the fact that a sister chapter is going out on strike and that regional support is needed builds solidarity among all members of that region. Regional Vice Presidents are encouraged to take an active role in martialing moral and actual support from the other chapters in the region. • The Trustee of the region wherein the striking chapter is located as long as the Trustee’s chapter in not the chapter on strike. •o A Trustee at Large or a Trustee from another region will fill this position if there is not a Trustee for that region or the Trustee’s chapter is the striking chapter. • A Staff Liaison from the nearest regional office to the striking chapter for facilitation purposes. NOTE: it is envisioned that this will be an administration type support as the internal organizer will have their hands full. • Additionally it is envisioned that the fact that a sister chapter is going out on strike and that regional support is needed builds solidarity among all members of that region. Regional Vice Presidents are encouraged to take an active role in martialing moral and actual support from the other chapters in the region. • The Chapter Hardship Action Teams will take an oath of office appropriate to this service and will do so at the first available meeting of the striking chapter’s officers and/ or members. The contact information and procedures for being awarded a hardship grant will be reviewed by the chair of the Strike Hardship Committee directly after the administration of the oath or at the same meeting if the agenda indicates a time sensitive matter must be handled first. )RUPDWWHG )RUPDWWHG 49 of 73 The responsibilities of the LocalChapter Hardship Action Team are: • • Fleshing out the Community Resource Guide in order to properly identify resources that strikers may qualify for, including but not limited to, contacting those organizations to confirm the processes needed to properly ask for and receive aid. Work with the claimants as counselors on how to best deal with their individual situations, and after exhausting all other options recommending to the Strike Hardship Committee that their claims be funded. 5. Categories for Hardship Needs A. Food Assistance Policy: Necessary food assistance may be provided by the Local to eligible strikers. The Chapter Hardship Action TeamHAT shall establish the guidelines for such assistance in each strike situation in accordance with the available resources in the county/region. B. Utility Policy: The Chapter Hardship Action Team HAT shall assist strikers in attempts to defer payment all utility bills such as water, fuel, and electricity. After the first fifteen (15) calendar days of a strike, Counselors may recommend, where necessary, payment of such bills which cannot be deferred, in order to prevent termination of service. C. Rent, Lodging, and Mortgage Payment Policy: The Chapter Hardship Action Team HAT shall assist strikers in attempts to defer payment of rent and mortgage payments. After the first fifteen (15) calendar days of a strike, Counselors may recommend, where necessary, payment of such items In those cases where all else has failed and foreclosure/eviction is about to be enforced. D. If your particular hardship is not listed contact the Chapter Hardship Action Team HAT/Counselor for information. *** All financial records shall be maintained by the HAT Committee in highest confidentiality and in compliance with all laws. 50 of 73 The Hardship Action Team Oath will be as follows: Hardship Action Team’s Installation Obligation “I, (name) ___________________, accept my responsibility as a Hardship Action Team member, and I pledge that I will faithfully observe the Strike Hardship Procedures of the Service Employees International Union Local 521.” “I pledge that I will provide ethical, responsible, and confidential assistance, to our members, who, as a result of supporting an authorized strike action, find themselves in financial distress.” “I pledge to work diligently to find needed resources to relieve any strike related hardship that members who come to me may be experiencing.” “I pledge to keep accurate records regarding my activities, especially but not limited to, situations where the recommendation of application of Local financial resources are concerned.” “I will not knowingly wrong a member or see a member wronged if it is in my power to prevent it.” 51 of 73 “In fulfilling these responsibilities, I, by my actions, show my support for the 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.” 52 of 73 SEIU Local 521 Executive Board Meeting Motion Motion Letter: H Date: June 27, 2015 Motion Title: When is a Raise a Raise? Recommended By: Luisa Blue, Chief Elected Officer Background: There have been several Executive Board Motions since the “unification dues vote” in 2009 making decisions regarding When a Raise is a Raise. We again need help making such a decision. At this point in the dues schedule, normally, when a raise is received by a bargaining unit during negotiations the dues percentage goes up to 1.5%. However, in the case of Fresno County about 3 years ago a 9% cut in pay was imposed on the workers by Fresno County. Finally, in 2015 negotiations, the bargaining unit negotiated a 9% raise over the 3 year term of the contract. There is a conflict among staff of the Local as to whether this is a raise that triggers a dues percentage increase or not. It is Luisa’s recommendation that the 9% does not represent a raise triggering an increase in the dues percentage, but it merely replaces pay that was taken away through imposition several years ago. Motion: To agree that the 9% raise negotiated for Fresno County is not a raise that would trigger an increase in the dues percentage. Follow Up: Moved by:___________________________ __ Second :___________________________ Amendment:______________________________________________________________ Amended By:______________________________________________________________ Votes in Favor:__________ Votes Opposed:_______ Motion: Carries Fails: Abstentions:_______ Tabled Until: Date:_________ Signatures ____________________________________________ LB:kns SEIU 521 CTW/CLC 53 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 54 of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of 73 (&'"!'!('" ")"%*%'"'%&""%!*"%%&!&'#"(% !'%!'"! %&#!"(%" (!',#%'!%&"!'!('"( ") !'#"*%(!"('"'(%!''%'&*!%-"(%&"! "% (&'"',1 &'%&!%"'%&.*! '&##!1"(%!,'"(&'&!)%&,. ! !,'"(&"!&)'" "!'*,1,+#%!!(! "(%(!"!!"%!")%',%& & "!!'''*) ' %'&"!"%'%*"%%&.!)'''"'%***!579 !(!"!"%%)%&!!&(%$(',%"%'#"#*"%,"! ' 1 !!',. !!',. 56 of 73 HiEveryone, PresidentHenryhasmadethedecisiontoUnitelongtermcaremembersintoonestatewidelocal. AttachedisherlettertotheSeiuEx.Board.Pleasesharewithyourteamanddirectanyquestionsyou mayhavetoCOS,RobertLi. AsaformerhealthcareworkerandanorganizerinbothacutecareandlongtermcareIfullysupportthis decisionalthoughitisbittersweetbecauseofthesupportandleadershipourIHSSmembershavegiven toLocal521bywayofCOPEdonationstoallowourlocaltohelpbuildapoliticalprogramintheCentral Valley&inotherregions&willbegintheprocessoftransitioningtotheirnewstatewideSEIUlocal. IwanttomakesurethatourSEIUHomecarememberswillhaveaunitedandpowerfulvoicewhenall IHSSworkersinCaliforniabargaintheirstatewidecontractinthenearfutureandthevisiontoorganize andunitethemorethan100,000CalifornianonUnionworkersinthisindustryissomethingthathas beentalkedaboutforaslongasIhavebeenanSeiumember(andthat'salongtime!) Istartedmyhealthcarecareerworkingmywaythroughnursingschoolbyworkingfornursingpersonnel registriesandoftenfoundmyselfworkinginnonunionnursinghomeswheretherewasneverenough stafftotakecareofbedriddenpatientsandthenworkedasanRNfirstinanSEIUnursinghomefacility, LagunaHondaHospitalinSanFranciscoandthenatSFGeneralHospital.AsanorganizerforSEIU,my firstassignmentwasorganizingIHSSworkersinLACountyandafterspendingafewyearsorganizing acutecareRNsinthepublicandprivatesectorbecametheorganizingcoordinatorfortheIHSS campaignsinSanMateo,AlamedaandSanFranciscocounties. AsImentionedearlierinmyemail,therewillbeatransitionperiodandhopetoworkoutaservicing agreementwiththeInternationalunionforaperiodoftimetoallowasmoothtransition.Aspartofthe transition,Robert,hasagreedtoserveonthenewlongtermcareunion’sprovisionalleadershipteamto helpwiththetransition.AndalthoughourIHSSmemberswillbeinanewlocal,521willcontinueto supportthemintheircontractcampaignwiththeState.RobertandIwillkeeppeopleuptodate. After8longyearsthemovetoastatewidelongtermcareunionforSeiuCalifIHSSworkersisfinally comingtofruition. InUnity, Luisa 57 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 58 of 73 On May 22, 2015, at 12:24 PM, Thomas Debruin <[email protected]> Dear Sisters and Brothers: Over the last several months I’ve been thinking a lot about the January 2015 IEB resolution Concerning California Long-Term Care Workers; about what was supposed to be a “confidential internal discussion” between ULTCW, UHW, and Local 521, conducted under the leadership of Eliseo Medina; about how we got here, and about where we’re going. I have to admit that I too have been shaken – not by this decision, but, by the tone and the arguments in some of the personal letters and e-mails now floating around from UHW leaders and staff attempting to personalize and to question the IEB’s decision. After a great deal of thought and several sleepless nights, I decided that I needed to speak out as well. I started my activism and leadership in the labor movement over 40 years ago as a nursing assistant in a large nursing home, where I also served as a union steward, bargaining committee member, and local union president (AFSCME Local 980). After experiencing 1st hand the power of the union, I made a life long commitment to helping to build the movement for nursing home workers, and healthcare workers in general, as well as to fight for our voice in demanding the highest quality of care for those who we serve. As a national union organizer for 1199, and later as an organizer, VP, S-T, and President of what is now HCPA, I organized scores of nursing homes across WI and PA; I negotiated 100’s of nursing home contracts, led numerous multi-local/multi-employer statewide nursing home bargaining campaigns, and literally 100’s of strikes (including one of the largest and longest nursing home strikes in the country, against the biggest “for profit” nursing home chain in the world – Beverly Enterprises). As a leader within SEIU, I served as co-chair of the Healthcare Division’s Nursing Home Steering Committee where we developed and led the national Dignity Campaign for nursing home workers. I was a very active leader on the Executive Committee and Unity Council of the LTC Division before we created SEIU Healthcare and what is now the united Healthcare and LTC Division. I also served on the IEB from 1998 to 2012 (as a VP and on the Executive Committee for much of that time). I raise my experience, in our great union, only to say that I have been both a leader and a very active participant in all of the events, campaigns, conventions, meetings, debates, hearings, decisions, and reports that ultimately led us to the January 2015 IEB resolution Concerning California Long-Term Care Workers. And, while I defend the right of every elected leader, staff leader, and member of our union to engage in the democratic process and discussion around this decision, I must stand up and say that it is simply misleading, self serving, and just plain cynical to suggest that this decision is about “internal union politics”, is “unilateral”, or somehow just “about personalities”. 59 of 73 In fact, there is perhaps no other important decision that we have made in our union over the last decade that has been more discussed, debated, studied, reviewed, voted on, and deliberated then this one. The simple fact is that the seeds for this decision come from decades of struggle by nursing home and homecare members to build the right organization, through our union, that could help lead their fight for a decent life with the dignity and respect that they deserve. Every SEIU convention since we adopted Bold Action (1996), New Strength Unity (2000), 7 Strengths (2004), Justice For All (2008), and Lead, Unite, Fight: Win For The 99% (2012) has led us to and/or directly debated and confirmed this decision. Contrary to what some people claim, I know from my own personal experience, that the real driving force behind this decision was never our IU President (Andy Stern or Mary Kay Henry), while they have worked hard, and used their authority, to implement the will of our organization, it has been the LTC and IEB leaders of our union, concerned about how we best organize on scale and build the necessary power and focus to be able to improve the lives of our LTC members (as witnessed through the debates and discussions of the nursing home steering committee and later the LTC Division and the IEB from 1996-2015, the Overcoming Purple Poverty report of the LTC Division 2006, the original CA Jurisdiction Decision 2006, IEB resolution 2007, Hudson report 2008, CA LTC Jurisdiction Hearing and IEB resolution 2008, SEIU Convention resolution on LTC Jurisdiction 2008, CA LTC Jurisdiction Hearing Recommendation [The Page Report] and IEB decision 2008-2009), that have driven this decision. The reasons behind the January 2015 IEB resolution Concerning California Long-Term Care Workers are well established and detailed clearly in the resolution, which was fully and extensively debated both in and around the IEB meeting in Puerto Rico. After all of the debate and discussion, that resolution was voted on and adopted unanimously. As outlined in the resolution “…we are at a critical healthcare moment in this country and in California with enormous threats and great opportunities…” In order to meet that moment we need to unite all LTC workers across the state into one powerful organization, and at the same time we need to make sure that the organizations we create have both the strength and the focus to meet the massive challenges that we face – to organize on scale the hundreds of thousands of unorganized LTC and hospital workers and to win the massive new funding that is necessary, for both LTC and acute care in CA - all at the same time. Our whole union has been invested in the struggle with Sal Rosselli and NUHW, it was a tragic mistake made by a small group of former UHW leaders and staff, who forgot that they were only one part of a much bigger organization; they forgot that locals don’t just exist by themselves, that no matter how smart or “right” we are our ultimate success is totally interdependent, that we all have responsibility for each other and for building the unity that makes our larger movement possible. I believe that we all love our union, and I greatly appreciate and respect the incredible work of all of the leaders, staff, and members who, over the last 6 years, put their blood, sweat, and tears into making our union at UHW the incredible success that it is today. But let’s never again forget, that as leaders, we have the responsibility to act as both leaders of our entire union as well as of our locals or individual areas of responsibility, and that carries with it the responsibility to 60 of 73 practice the fundamental principles of democracy. Just as we expect members of the union to unite behind a common strategy after there has been a full debate and a majority has reached a democratic decision, we as leaders must do the same thing. It is up to all of us to honor and respect the outcome of our process and of our decisions – our members and the not-yet-union healthcare workers in CA and around the country deserve nothing less. Unity is up to all of us, Tom Thomas V. De Bruin Director, Public Services Division Service Employees International Union 1800 Massachusetts Avenue, NW Washington, DC 20036 C) 814-360-3500 [email protected] 61 of 73 THIS SHEET IS INTENTIONALLY LEFT BLANK 62 of 73 June 17, 2015 KEY DATES JUNE 6/20: • DACA/DAPA Forum (San Jose) 6/27: • DACA/DAPA"# • DACA/DAPA Forum (San Diego) 6/28: • DACA/DAPA$%*%"# JULY 7/17: RAISING CALIFORNIA TOGETHER X=\=|}[3=:]%":"*:3~3"{ ?:%=Y=%=3:=%==:3[:%*%"%?"%=:_K] Y>"=33"=3:=~="^*=\6~=3%=: [="%=Y[:]%":=">*%"~3]%Y]33?Y%=::*6_K]:=~ [3"%="Z=[=~3%3]3["3]Y]3[:]%":>*%"=">=3 Y]3=?][[;%[=%[%%_;*Y%=:"3]@:=3}3] ^"%=="CBS_ K] 6 >Y ~ ]"%=" ?6 :%*% %Y]3 %:= 4 3} ;%[=% "= [K:]@:36K\%3};]%"=~9%:6:%3Q""Y%} ="@QTW-:`?="3][3];% ]=;_@*[%3]" ?"3]~=?[3]6>:%>3"%=3]:%*%"%?"%=:_ 3]=:]%" :>*%"}>=3}@QTW="==@QTW=%=?="%>:%>3"%=3]6 ~]%:]~3]=[~"?6:%*%"%?"%=:_ “ We want to urge the governor to do the right thing, to invest in child care and invest in child care providers those who are providing the services that will ensure our kids have a fair chance at a successful future.” K] [3= ~= ~] ~ 3"} %=:"%=Y 9%"=3 -% [ @QTW -: `} ;]%[ [ @3 ^%" "Z [ @QTW -: `} =% -} 4%:3 [ 3] 9?%: XY=%Z%=Y 9:3 %= ;%[=%} =" 3]} ~ 3=>3" 3 : @:=3 9%: @?3= ~]3]6~?"=":]Y"[[%%=Y3"%>_ +-3469%:6;%< 33=">3?% AUGUST 8/28: +-3469%:6;%< 33=">3?% SEPTEMBER 9/11: +-346?6=" @=3K9% 9/17-9/19 +@QTW;XY=%Z%=Y;=[=: \%=36]3"?6;9X9="; @33;=:%-=Y:]# OCTOBER 10/11: +-3"6[^*=3%Y= *3?%>"?63] -Y%3=?[@>3_`` ="%=3]^*=j>%= {@>3?`` X= "="6} @=3 ~ *3" ` 3 >>* >=" ?%} @=3 % } 3] $%%=Y ;]%" ; %36 =" :: :3} ~]%:] ]" =3 3 3] ?6_ @ %=:"*:>==3}%=:"%=Y>="%=Y::}:=Y3%=%=Y[="}=" 63 of 73 1 >~%=Y :]%" : >*%" 3 ?Y%= ::*6_ :: =" ::* ?Y%=%=Y %=:"" %= 3] ?"Y3 >3 [~"?6:][3]-Y%3}="?"Y3=Y=:==_ K];]%";;>%Y==":]%"::}`#363]=[[@QTW?3]="%3~]3="3 ?="*=3"3Y33"%=:"%=Y`}`}`}``}W}W-K;="W@_ MEDI-CAL MATTERS !!_X=\=3]=]3]:~}":3}]>%3:*}=" "%;?=:%% Y3]"[633]33j:>%3~%3]Y3]3 "%;<_K]6}Y=%Z"?6;[;%[=%} "==:" "%; :3 =" Y" :3" :% 3 [6 [=" "%; =" ?%" ]3]: 63 3]3 ~ [ ;%[=%_;*Y%=:";, @:, CBS="3]LA Times_ 6Y};%[=%:33] "%;%?=3[":3?6`_@%=:3]%>=3=[3]"?; :3} "%;*3]%"[;%[=%=="~%?=33%%3::3:[>=3_ "!#>>%36|%%=%=[="%=Y~3"[ "%;"%=%3=33]:=36*_TK"6 ]*[:":=3%>=3=~=":=Y=Y"6%=>:%=Y%Y%?%%36_3}:=]* ?=[:"36=%Y=%:=3%=*3=3[3]33jY=[="_ K];=[=:;%<?"Y3:3" %%= %=:"%=Y %%= [ 3] Y= [="#%=""%=[="%=Y3:=[ "% ; "%=%3=_ K]% := % %%= 3]=~]3~>>"%=3]^*=j 6$*%?3[]3?6%%=_ ""%=6}3]?"Y3%=:""=YY 3]3 % 3] ;%[=% 4>3=3 [ 3];@*%:3>*%"===>3 33]Y%3"3%=%=Y3][%?%%36[ >:%=Y 3] ^T %=3 3] :=36 @@ 63 3 *%3 Y= [=" >="%=Y = "6=""6[=:=%=:=36"%=%3= [ "%;_ 64 of 73 2 EVERY HOUR COUNTS: IHSS BUDGET 4%=Y3]:%=}[]:]~:3_K]>%6Y [Q*6;=3:>%Y=%333]]3;%[=% :%=3_ ?]*]~=>%3=:3]6]*??%"3]"6 >~=3]%%_ X= ="6}\=}=6?"%*"`}%Y=3%=>>3[3] 3=_ X= 3] ;>%3 } 3 > :=[=: = \= } * ` 3>>%=Y 3=~"%>6"~%3]3]=[Y=%Z=~]>>33]3=[ ]_K]=="="6}\=`}*6?[Y%3:%*"?3~%3] >%:3="3%[|[%%[:;%[=%~]]*?=]3?63]:3_ ;%>%=:"CBS, ="Univision_ 4%=Y 3]% ~} 3] "Y3 ;=[=: ;%< *3" 3 3 3] ?Y%==%=Y\6`}`3:3[_%%=[3]Y=[="_K]4>3=3 [ %==: Y" ~%3] 3] 3= ?3 :== 3 %=%3 3]3 3]% % = >="%3~%3][3[="%=Y"3=~ =Y";XY=%Z= ;X#3_ ""%=6} 3] "Y3 ;=[=: ;%< Y" 3 [=" 3] >Y%=Y [ ; =Y=3} T=[= =" 96%=Y @63 ; T9@#} 3 :3 [ %%= [3]Y=[="}3~]3]>=3>6T=@>>*@*%:T@@# >*%"*3]:=3|]%_ -36} 3] ;=[=: ;%< ~%3] 3] Y=3 [ 3] 4>3=3 [ %==: *"3]33"3[3]%-?@3="":3-@#*3X:3?`" 3=:3%=36?3~]=3]:3~%=6<3]~%3_T[3]:3:] =":%%=>%33]3"3}3]33~%?%"3?Y%=>6%=Y=_]% %3%Y"33}@QTW~%:==33%*3=3]3*%3"[6=" >==36_ “Every worker wants to hold their head up with dignity. We by serving the consumer but we our livelihood.” $% "& ! '())& 65 of 73 3 A FAIR DAY’S PAY: SB 588 (DE LEÓN) X=\=`3]@33@=3>"3]%46j96:3@#}>="?%3:?3~Y3]{_9%33]*3} :*%3Y3]"=3];>%3 ~%3]@=39%"=3>K>*%=4-=33?33]?%_ ?="3 [@QTWW@="W-K;>6"6%=3]"6_~:*Y%=:""Univisión, ;}="ABC:%>_ Y3]{]:]">%"%:>>=%=;%[=%=" %3%%36??%=Y]333]%:=4[3]*6 >>~]?%"3]>>%36[33}%"@=34 -=_;%[=%33Y33]?":33*3]>6%=Y " [ ]=3 ?%= =" ]> ~ ::3 3] >6 3]6j*="_ {==Y:>:]?64-=}~~]? [3]%96;%=?>:%>3"%=~Y3]{ ?3::_Q:]?3:>=3":]=Y[:"?6 ~%=: ~ ~] >%=: ~Y 3]{_ ;=33=3 =>3];>%33>}:3]="":%:=" 3?_ W>= :>= 3]6 :%*" ? :=3%=%=Y 3]% [3_ X=?6= 3] :=33=3 >=" 3] ? 3 =" 3]3%36=*~=3]%~Y:%_="3]=~= ~]~=]:}~=*?3::33]~Y_ @]36{3]%Y}~~=3%=33]@=33??6 ="~3:]3]*3_K]?%>"=?%>=*3[`|_ T[ >" 3]Y] 3] ?6 3] = ~ ~" =6 Y%*33]3%=Y~3]3>]%?%3~Y3]{_K{=} ?%= ]* ?= ? 3 ~%3]]" ~Y 3]3 Y6 ~"3~_@>6=6?3]~ ?:3]6:="=33]33]%>6~=j3?? 3*:3]=6?3:3::=Y3]>63]6 ~"_ K] ?%>= *3 : { ]="" [ ~ =" :=%36:*%3%"3%"3];>%3%=>>3[3] ?%=""3]@=3Y63?*3]*3_ T3j 3[ 3 ]* 3 Y]3 [ ~]3 Tj ~" =" =3 3 =~ ~]3] Tj ]* =6 3 >6 6 ?%} %" 3 =="Z^:%}:~]~="*%:[~Y3]{ [-=Y_ X= 6}3]@=3;;=36~Y3]{:%=}"?6 W@=":%=>3=}]"~Y3]{3~=]3]3 "~ ]="" =" ~ :*" 3=%*6 %= 3] @3] 6 "%}%=:";="K="_ 66 of 73 4 COMPREHENSIVE IMMIGRATION REFORM K]Y]$>?%:=%=*33]*:=36">9%"=3X?j"%=%3*:=3>="4;="%>=3 49[%[6%=Y%%Y=3>=3}@QTW;%[=%="%3%]>%=Y>>>>3%[6[>%%=336=: 3]:3%"%:*_:3]33}@QTW;%[=%%=>3=]%>~%3]<=6^=%="W=%*%%=% ]=Y4[":=[;]%"]"%*4;#="4[":=[9=3::=3?%%3649#[_ ="" ]* 3=" 3 [ : :=% %=Y 3] "3%" %=[= = ]~ %="%*%" := >3:3 3]* [ =36 ["_ K] [ [3 [ %%3" Y :=3= ~%3] = <=6 = ::"%3" :=_;=%36?:%*[~?} ~]%:] ~ 3] 3 3]% 3% %= =:%>= [ >>6%=Y [ 49 4;_ 9=3 3 3] [ %=:" >=3* [ 3] <=6 ^=j X: =" = %%Y= <=6 " [ T%Y= ::"%3" >=3*_ W=%*%%= ~ ;3 ]* *%:" :_ 3 [ [ : [% ~] >:%>=3 := %Y= > [ [ ~ :3 ]3] *%: =Y3]>Y_ @33;=:%]~"3=:"%==~%3]3]^j :~>*%":=%:==">%:>>3 %=:]Y%=_ ]* "6 ::" %= "3} @%=} = ="-=Y_~%3>:%=@=\\=#} " \= #} @= 4%Y \= # =" " \=#_;*Y%=:""ABC, ;="CBS_ 67 of 73 5 COURTS CAMPAIGN 33]="[ 6}3]@=3>>>%=>>*"@-=#}3]@QTW>="?% 3%:33=YY%=Y"Y*==33=""?[>%*Z%=Y:3>6 ~_X=\=}3]?%>"3]@33@=3|`_ K]Y%3%:]""3?Y%=*=Y=3]33?"Y3=3 ="6_3]3% :3}%3%=Y63]3]^*=j 6*%%=_ “We’ve achieved so much already through our work with legislators, but we have a long way to go to serve Californians as we implement the audit new funding and limit costly outsourcing.” $<% !.! "& ! 3}3]?%~%Y33]?6\"%:%6;%<_ &!,.!; [="%=Y%=:[_%%=~]%:]~%?:3"="3] [#_ = "3=3 3 :3 %=:" ~" " 3 9> |_ %%=_ K] :=[[9>[="%==~=33]% K] >6 :3 [ >6 ?=3 |_ %%=_ K]% ]" ? :3" ::"%=Y33]=3:]:3?%<"33]"%=%3*X:[3] ;3X;#3]33]6=""_ :""3":%=[="=|_|%%=_=]~ 3]%~%?:3"33]% "..! ! ;`_%%="~%?Y%=Y%=33]:3_ ? [ `} ` =" `` :=36 ??%" 3 Y%3 3 >3:3 3] %=:=">@_K]6~%:==3??63%=3]~]=3]?%% >:3"3:33]?6_ 68 of 73 6 RETIREMENT SECURITY FOR ALL @=4%[=3}33~="?[@QTW-:`}="K=6}$Y%=9[;="]: >6="?[@QTW-:`>33]@:;]%:?"=Y?3="%=Y3]<:=33~ >=%==":=Y==:%:%36[~~Y~_ ~%3"[|=`|>3>=333]$%:]=";%36;=:%?< 3:=**=%3j<:=>?%:>=%=_ }=6\=}=~6:3"33];9Q$@"}~33][~%=Y3>:%:6 3]=@QTW[~=]%:= !"#$% %& '() * ## +-()/ * //*** !"#0/* !"# * 1 0 * /!"# =!&! Henry FORWARD ON HEALTHCARE K]-Y%3>>3"3%=Y>=?=3:>3[:]%>::#}="3:>]=%*>>:]3 "=3*%:="33%="?~_T=""%=}3]6*3"3>3"~=>6=3=3]?63="%=Y:*Y 3:]%"=Y"[%%Y=33@=3>>#_K]@=3>>*"3]>>3[=":*Y[:]%"= Y"[%%Y=333%%=[3]Y=[="_K]6*3"333]>*%":3}%=:"%=Y 3][Y%*=[3]3:*:334%=:393%=Y:%%49#_ >! K] Y%3 %=:" 3] 3 >%" [ "=3 =3]% 3 _| %%= [ 3] Y= [="}3"|_%%=%=Y=[="%=Y[3]4=34%9*==9Y="[6 3""3"=3?=33_%%=[3]Y=[="3=Y\=6`}`_ ?!&<( !<@'' 4>%33]>Y"~%3]3]-Y%3}3]4>3=3[%==:~:%=>="%=Y33]?"Y3>%% "%=Y;=[=:;%<_K]^*=:==3]*3=Y:=:=?3?%"%=Y=Y%=Y:3%=33]?[3] ?"Y3_Y=Y=?][[~%=:%="%*%"%=="[::3%36}"?]3]:~%:==3?= >]%?<%="%:%=~%3]3]^*=*3]:[3]=3[~"6_ 69 of 73 7 BILL UPDATES ).Q&X& "Z[Z\( ]!"! !;">*%":=3:3>3:=3[=:]%~]3}[%3 =~3=[}3%=3[=:]%%=*%=[3]>*%%=3[3]?63];%[=%%6$%Y]3:3_ )!!;K]?%~"?["3@=3%=="9[%= 9#="@=3\"%:%6~]~~%Y%=[3 3:%3>Y%="3*33]^*=%:>%?_K]@=3 9:%<~%?3]?%?%YY3 ="3Y]3:]=Y# "^_``\)&]."!!!> .! > \>>];;=3644>*%"~]]* 3]%33?6Y%=:=3]*`:>="%=%3*:3¡3]%?%~"3="%:3*%:[ >%3:>=%~]33?63]4>3=3[4*>=3@*%:_ )!!;9"3[?6="%=~=3@=3_ )Z_a\>b] c ! &&;"~[%6:]%":>*%"3:3=:%* >=3*[3]%:]%=Y}3?%]3%=%=Y>Y}%=:3[3]="%3[%%="3]%Z3"6 3"3%=?3>::[>=3%=**=3_ )!!;9"3[@=3~%3]Y"::>>3="~%=3?]"%=3]?6-?;%<=\6_ )Zaa\>b]=&d )!!;9"3[@=3~%3]Y"::>>3="%=~=33]?6_ )ff\( ]g&(g")!h&;"3?%]63="3="="*%[63=Y[;j%= =%=Y] )!!;K]%%=~3~6?%_ ). ; "_\=])&&! ;":=~"Y3]:]=Y":=%::%:3=:[=%:%Z= *3~%=:¢>*36}="%=:"="[*%:_:Y=%Z3]%=:[=%?%=Y?:33 "?_ )!!;X"[==3_@=33^*=j4_ "f\=]&!'< &)!\')]'' &;"%3] >Y%=Y[3]; T9@TT>663[T@@3=?3]9=%=3];"%=3";T=%*;;T#:= 3""=">6[T=@>>*@*%:T@@#]%=:[3]"?63]:=36_ )!!;9"3[?6="%~%=Y%Y==3%=@=3_ "[^^\?X(iX]'()))!!@ &&;"3=%=:=%=33]33~%" 3]%3633][>>[::*?Y%=%=Y3]3]=>]%=>>:]_ )!!;@:]""[@=3=@*%:;%<\=|_ 70 of 73 8 "jj[\ ]'kl).;"3?%]3]-K;T==:K:}:=*="?63] T==:;%%=}3>*%">3:="==3]=:6:>==333?%]33~%"-K; %==:>Y%=;_ )!!;$["3@=3T==:}3?]"=\=_ "j\ l],. !'<) m=k;"~:%":]>6 3:%*=>6=3%==:WT#?=3"%=Y3]=3]~]=3:]3[%=_K]%?% ~">]%=>3%Y]3~[?=3*[6>%"_ )!!;K]%?%%=~3~6?%_ "f^o\@] <)!!,!\),]).. !;""=>>==Y[>>[ >:%%=%=3:=>Y"33];@W}=">="*%Y]3=">=Y*3>:%%= %=3:=>Y_ )!!;~%=Y]%=Y_ "^[[\.])X!'.&;"[Z3]?%%36[=""3%=:=3 ==%%*%=Y%==3:=3"]%=Y}="~"~3]=""333]=]%¢]%=:3_K]%% >%3>:3[3]:=["}=3}@=3;}="@==:%:;%36=";=36}=`_ )!!;K]%%=~3~6?%_ "^jo\!]>!;"?"63%="%3%?=[ "%;*=[3]3?::3 %=:"%=Y::="%=%3=""_ )!!;@:]""3?]"=@=3_~%=Y"Y3="@>:%@%=_ )p>\(k].!;"?%=Y::%>>33*_">*%"Y%:3=" ?%=:>=_ )!!;9="%=Y_ )j\]=&';"%=:3]%=%~Y3``¢]%=`¡`|¢]%=`}=" [3%=:33];9T[`# )!!;9"3[@=3}~%=Y%Y==3%=?6_ )^`\]'&Qh<g@";":3=:[~%:=3]3%"%Y="3]> :"%=3*%:3=~%:=_K]%~"%=:":=Y33~%">=[%>==Y4;¢49=" ~">>6%[:>]=%*%%Y=[~3::_ )!!;9"3[@=3}~%=Y%Y==3%=?6_ )Z^\];">:=%=%*=3]3?::3?6>>:3[=" "%;="3?:: >*==>Y_ )!!;@:]""3?]"=@=3_~%=Y"Y3="@>:%@%=_ 71 of 73 9 )oa[\]!Q!&"! !;"~[3]>%*Z=[3%:3*%:%[:3%=Y" Y*==3:=3:=Y3=""33¡:][%:3=6%}>*=*%=Y33]3>6}:>* ?%""%=Y}>*=%:=[3]:=3:3}"=j3"%>:>6}="3]_ )!!;9"3[@=3="~%=3?]"?63]?6\"%:%6;%<=\=|_ )oo\] <)!!,!\),];K]%?%~"3?%]=6%"=:%=3="*%~>: [>=*%::=3:=Y?63];@W3]3]3%3[@33Y=:%_ )!!;K]%?%%=~3~6?%_ Q!! ; "f[\!]q)jo\(X];1115 Waiver )!!;3]?%>">:*3]="]*?=["33];%<_ )_\]( !l,! <;"3="[:> "%;3;%[=%=Y"[ %%Y=33="~=":=3"%%Y=33>:]:*Y%=;*";%[=%~%3]3?%"%_ )!!;9"3[@=3=?%>=``*3¡3?]"%=?6_ )[o\(X]( !.s!!!;@QTW@>>3~%3]="=33%=:">?%: Y*==:_9>"@QTW="=3=%"=[6%=Y="=6Z%=Y"%>%~">3"_ )!!;K]%%=~3~6?%_ )^_`\]l !&t;""=3?::>":33%=:":3=%::%Y<_ )!!;9"3[@=3}~%=Y]%=Y%=?6_ )^Z^\(X]l"&;"%3]Y3>:]3?::3`_ )!!;9"3[@=3}~%=Y]%=Y%=?6_ 72 of 73 10 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: x Shared unity of purpose; x Openness to questions and willingness to learn; x Acting with the courage of our convictions; x Working together with accountability; and x 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.” 73 of 73 EXECUTIVE BOARD REPORTS AGENDA June 27, 2015 WRITTEN REPORTS & CORRESPONDENCE REQUIRING NO ACTION – They may be pulled for discussion if desired. Officers’ Reports st 1 Vice President Report – (oral) Regional VP Reports Region 1 - (pages 3-4) Region 2 - (pages 5-8) - (PowerPoint presented by Matt Nathanson) Region 3 - (none) Region 4 - (pages 9-10) Region 5 - (pages 11-20) Region 6 - (pages 21-22) Education and Training Report - (none) Organizing Report - (pages 23-24) Communications Report - (none) IT Report - (pages 25-26) Admin/Building Report - (pages 27-28) Contract Enforcement Department Reports - (pages 29-34) PAC/PACE Totals Report - (pages 35-36) Trustee Report - (pages 37-38) Industry, Caucus and Committee Report DD Industry Council Report - (pages 39-40) Nurse Alliance Report - (pages 41-50) Retirement Security Committee Report - (pages 51-56) SEJ Committee Report - (none) AFRAM Report - (pages 57-58) APALA Caucus Report - (pages 59-64) Latino Caucus Report - (none) LGBT Caucus Report - (none) Native American Indian Report - (none) Women’s Caucus Report - (none) PWD Caucus Report - (none) Correspondence - none Other Oral Reports: THIS SHEET IS INTENTIONALLY LEFT BLANK 2 of 64 Region 1 Report Community First Contract Campaign: Our SCCO community first campaign is in full gear and on the brink of going on strike over issues that affect recruitment/retention of best talent, improving public safety / health services, and addressing wage inequality. After 11 full Master Table Sessions and Countless side‐table bargaining session, we have learned that the County is not serious about addressing real issue facing the community; thus, we have been compelled to call for a strike sanction (June 16, strike vote June 24, and strike). With well over 300 CATs and 200 new members, we have the momentum to pressure the board on issues such as restoring public health nurse staff, addressing retention issue in departments such as 911 and Child Protective Services, and shedding light on race and gender wage inequality. Comprehensive Living Wage: We are now prepared to extend the current SCCO comprehensive living wage county ordinance to all SCCO workers on June 23 at the SCCO Board of Supervisor meeting through a resolution. Schools and Special Districts ‐SC courts ‐Have been in negotiations for over a year, strategy is mostly based on the state budget and returning funds to the statewide courts system ‐Members have been involved with the SEIU state council and lobby days in Sacramento ‐Half of our schools contracts are being negotiated or are re‐opened to negotiate wage increases/benefits increases Redwood City Team ‐San Mateo County is in year 1 of a 4 year deal but we are deeply involved in a benefits committee with all bargaining units in the county. ‐City of Menlo, East Palo Alto, Palo Alto, and San Mateo are bargaining new successor agreements this year The overall theme of most of our negotiations with the exceptions of the court system is positive. What we are seeing crop up again and again in our city chapters is attempts to contract out bargaining unit work. 3 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 4 of 64 Region 2 Quarterly Report Vice President Matt Nathanson (with many thanks to Regional Director Debbie Narvaez) June 16, 2015 – updated June 23, 2015 1. Monterey County - In June we will have a full chapter board with new leaders that we have been working with stepping up to board seats. Eligibility workers, social workers and employees from the public defenders and DA office. These are new leaders that Salinas staff have been developing over the past 6 months and attending steward trainings. We are announcing the bargaining team elections during our June meeting and officially opening up nominations. The July meeting will be a general membership meeting, where in we hope to have an agreement to have one master table deal with all money and benefits issues including common articles like grievance and NEO. All other tables will bargain on their own with language and unit specific articles only. Using the past bargaining experiences will hopefully get us to ensure we bargain more strategically and uniformly. 2. City of Salinas - We have officially filed a charge against the City for failing to meet and confer after repeated requests for health and safety issues related to employees being directed to tear down the homeless encampments. This has brought members together and divided some in that the boss in Public works is using this as an intimidation tactic with some to tell them that the Union is only making things worse by filing a bogus complaint. We are also being a lot more visible in City council meetings where members are speaking up regularly. We hit a stall in the membership drive due to this but are bouncing back. 3. MAOF - We are preparing for bargaining with this unit. We have lots of issues now with furloughs for the month of June and July (6 days p/ee) to meet a deficit as a result of cuts in funding and loss of revenue with competitions of other sites. This furlough has brought up lots of issues with safety, following state guideline for number of required staff per children. All of which we are tracking right now with members. Luisa and I are meeting with the Local 99 E.D. Max via VC on the 16th to discuss how we can bargain together, using their research assistance better and hopefully try for a master contract. 4. Soledad, Greenfield, King City - all three bargaining by me, Miguel, Mark and Jonathan. We are trying to reach agreement before the June 30th deadline, but may not be possible due to various difficulties with outside council limited dates for bargaining. 5. May 31st Immigration Forum - this was a great event with Congressman Farr, Assemblyman Luis Alejo and Supervisor Simon Salinas opening up the event with staff from Kamala Harris event. About 100 folks attended and booths from various community and county organizations from Santa Cruz and Monterey County. 6. Monterey County Courts - Miguel is bargaining with the team now and it was agreed by the team to do IBB. 7. Hollister - Members are still at the bargaining table and hope to reach an agreement by the end of the month. They had a very good action 2 weeks ago with members doing a unity march and rally on the streets and ran into the Mayor 5 of 64 during the event. They continue to have meetings and planned unity actions with County workers as well. 8. San Benito County - Research is completing an analysis of the budget as we prepare to go to the table on June 30th for our first meeting. Monday June 15th is the chapters BBQ in the evening at Veterans Park to kick off contract campaign. They have decided to use their chapter funds for this kickoff and target membership and CATs. 9. San Benito County Water District is going to be doing some furloughs because of the drought. This may increase as the drought gets worse, but the language was negotiated in the contract and members and Mark Weirick are monitoring the situation. 10. City of Watsonville - City gave us a LBFO last week. Because of the budget it is not great but members will have a reduction of furlough and completely eliminated by 2nd year. This also includes $1000 bonus at ratification along with unfreezing steps and another $1000 bonus for members that are on the top step. Members voted to ratify contract on 6/23/15. 11. Santa Cruz County - We are preparing this week for budget hearings, where the chapter is planning to speak to various items related to Child support, HSA, Planning. Cuts to budget that impact staffing is a concern to some departments. We are also having conversations with board members regarding the IT study which we are asking the Board to take off consent so that they can budget for a mid year resolution to addressing the study itself. We are hoping to have this completed by the end of the year. If the Board agrees to budget this we will have it costed towards our negotiations next year. 12. Library JPA (City & County) - The County last year gave notice that they wished to withdraw from the JPA due to some Board members concerns of it being too downtown centric, and not focusing on some library needs and hours in communities that are underserved like Live Oak. Since then the City has been meeting with us, and based on our recommendations, it is looking to continue the JPA with the County with some corrections in the MOE that have a cap of contributions from the County and the City has an increasing contribution, which has not been the case for many years. The new board will be made up of board members, City council members from Santa Cruz, Scotts Valley and Capitola. There will also be and advisory committee that will be made up of community members appointed by the Board based on the service area. We are waiting for the final approval of the Board of Supervisors of the new MOE and JPA agreement. 13. Scotts Valley - We were given a LBFO 2 weeks ago and members voted it down. It was a 1% each year for a 3 year term - nothing else. Only 4 sessions were held. This is not a good place to be and research is assisting us with a budget analysis as we request to go to mediation with the City but have not heard back yet. Should they refuse, we will discuss whether fact finding is the next best thing. 14. City of Santa Cruz - We had a great action on May 26th with over 220 members and community attending. We have received strike sanction from the CLC earlier this month and should we not reach an agreement this coming week, members are prepared to move a strike vote. We hope we can reach an agreement. This 6 of 64 campaign has inspired many members in negotiations now and is the best morale and member engaging event we have had in the City in a long time according to members. (We will present a short slide show at the e-board meeting). – UPDATE: City members reached a contract agreement and ratified that agreement on 6/23/15. It makes substantive structural changes in workers’ pay over the next 3 ½ years. Workers also overwhelmingly passed a vote of no confidence in the Santa Cruz City Manager. 15. We have a new IO - Alenis Leon who joined our regional staff on May 29th. She comes from Texas where she helped organize correctional officers and is a welcomed addition to the Santa Cruz office. One of her assignments will be to work with our retirees in Santa Cruz moving forward, along with our non-profit chapters in Santa Cruz and Monterey. 16. Resident Physicians at NMC - We reached a TA on Friday. 6.5% over 3 years with language improvements, Rosetta Stone provided from hospital and SDI. Vote will occur next week. 17. Negotiations are ongoing at the Monterey Bay Area Quality District. However, the bargaining unit was shocked but the sudden death of our Chief Steward and chapter leader Mike Sewell. This is a small employer, and Mike’s loss will be felt by all there. – Update: On June 22, workers have reached a tentative agreement on a new contract. 3 year term that provides anywhere from 3% to 4.8% salary increase in the 1st year based on classification (correction for comp study where some left behind) and CPI with a max of 3% for the 2nd & 3rd year of contract. 7 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 8 of 64 Service Employees International Union, CTW-CLC REGIONAL VICE PRESIDENT’S REPORT Regions 3 & 4—June 2015 Alysia Bonner Fresno County: Fresno County members have been meeting with the Board of Supervisors and speaking during public comment during Board of Supervisors meetings urging the Board to reach a mutual agreement on a fair and just contract. Members are becoming actively engaged in the contract campaign, attending unity breaks across the County and signing up to be CATS to keep their coworkers informed of the progress of negotiations. Fresno County has reached a tentative agreement on a 3 year contract which restores the 9% wage cute imposed in 2011. Members will be voting on the agreement throughout the month of June. BU4 Eligibility Workers and Job Specialists are continuing to meet on workload issues. Meet and Confers are scheduled as new policies are identified and the next Meet and Confer is on June 12th. More and more employees are becoming active from the library. We have recruited an average of 2 new leaders/activists each month. This is great movement! The library employees are showing more unity and participating in unity breaks more often. At Public Guardian, workers are unifying to address work site resources concerns. They are meeting in the near future to strategize on how to escalate their concerns to the Board of Supervisors. In the Public Defender’s office workers are starting to be more unified ad are meeting as a unit to address worksite issues. They are looking into working with their Director to develop a career path for their department. JJC leaders, along with SEIU staff, have been doing site visits and recently did a walk through on the graveyard shift; leadership showed support for the non-traditional shifts/members. There was an overwhelmingly good response from the workers. Fresno Superior Courts: Chapter leaders have been engaged in a Meet and Confer on a side letter agreement with Mediators on Personal Time Off/Attendance. Implementation has been postponed pending the outcome of the meet and confer. Caucus Updates: The APALA Caucus has again had a successful Heritage Month Celebration and again has increased membership attendance. The Lavender Caucus is again participating in the Community by being a part of the educational/ informational booths at the Gay/Pride parade/event. The Native American Caucus is currently finalizing their Logo and Banner to be used in future events for the local and membership and the group is currently recruiting new members. First Student: First student has begun "unleashing their power!" They were successful in planning and executing a worksite action/rally. Members planned and ran the entire event from start to finish. They have also elected their bargaining team and will be going into bargaining within the coming months. Stanislaus County: Negotiations for the Social Worker 5 position have completed and implementation of the classification will begin in July 2015. This class was created to address the retention and recruitment of experienced master level social workers in Child welfare. Currently the leadership is in discussion with other departments that utilize Master level Social Workers to utilize this new position. The membership is set to get back the last 1% that was removed as a result of the economic downturn in July 2015. 5228 East Pine Avenue, Fresno CA 93727 · (559) 447-2560 · FAX (559) 261-9308 · www.seiu521.org 9 of 64 J:\fresno\Other\ADMIN\TENEYA JOHNSON\Director’s Report March 2015; TJ:lem opeiu29afl-cio©2015 SEIU521/CTW-CLC Tuolumne County: During the last three months the membership signed off on a 6 month extension that provides them with a 2% increase so that the County can complete a classification study. Additionally, the membership helped assist two of their co-workers that were wrongfully targeted by upper management. Salida Union School District—Headstart: The membership is dealing with more stringent interpretation of the rules governing Head Start. As management is also not in agreement with the new ideas, we are working together with them on this topic. Golden Valley Health Center The membership ratified a 3.5% COLA and a range increase of 6% to maximum pay. Negotiations for the 25 new bargaining unit members continues. We are nearing the end of negotiations that would result in 25 Behavioral Health workers joining the Union after voting to in January 2015. Riverdale Joint Unified School District We have been involved in the LCFF Local Control Funding Formula. We have met with the Jeff Purcell the Interim Superintendent. We have made suggestions and recommendations regarding the effects that the current funding will have on all of our classified workers. I have been discussing this process at just about every chapter meeting for the last year and Purcell has come to 2 chapter meetings to discuss in depth the process. We recently sunshine our proposals for the 2015-2018 school years which included reopeners for the final two years of the contract. We expect to begin bargaining towards the end of July and this will be a long process due to the limited experience that Purcell has. Fresno Unified Classified Workers We have just sunshine our reopener proposals for the 15/16 school year. Believe that when bargaining starts it will be done in a couple of sessions but as is usual the district always meets with the teachers first. We met with the Districts LCFF person to discuss the needs of the members and how moneys should be spent where additional dollars could actually help the different departments. Training has been lacking in the district for some departments ( gardening and custodial) which happen to be under the same director who we are finally getting a reasonable relationship with. We continue to have issues regarding promotions where different ethnicities accuse the others of being favorites in most cases. I have found out that our members do not interview very well and we are currently trying to figure out a way to help the members with that process. As a rule there will be 10-15 members applying for 1 job so we have quite a few people who are upset. We have no layoffs or bumping this upcoming year for classified workers so far. FASTA We just sunshine the reopener proposals and like the classified we expect negotiations to be very quick. We had the districts LCFF person at a chapter meeting and she left with some good ideas from our subs that have been taken to the school board. Substitute Teachers are a big part of the learning process and I continue to talk to board members and the Superintendent on investing in substitutes by paying them better and respecting them for the job that they do. I am very proud to say that during our last contract negotiations I was able to get added to the contract Substitute Teachers recognition day which takes place in November. CCLS One year contract extension, April 30th 2016. Madera County 5% salary increase first year, wage & health care reopeners for 2016 & 2017. Mariposa Courts One time bonus of $1,200 per member for 2013, reopener for wages 2014, which members received 4% increase for PERS swap. Expiration Oct. 31st 2015. Mariposa County 19% increase across the BU, of which 11% over 3 years(5-3-3) salary increase, and 8% for PERS swap. Expiration Oct. 31st 2017. Fresno Housing Authorities 2014, 1.44% salary increase with 1% PERS swap. 2015/16, which 3.2% salary increase & 1% PERS swap for 2015. 1.04% salary increase and 1% PERS swap for 2016. Expiration Oct. 31st 2016. Madera County Head Start Currently in negotiations. If you would like to add anything to the region report, please contact Alysia Bonner at [email protected] 10 of 64 June 2015 Region 5 Report Executive Board - June 2015 11 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 12 of 64 June 2015 Region 5 Report to the Executive Board: DEFINED GOALS Region 5 defined goals throughout the year, remain: 1. COPE - $400 per year/per organizer 2. 100 conversations on our Top 5 Political Priorities 3. 50% membership in each chapter 4. 1:35 ratio of stewards to members for all Chapters 5. On site visits scheduled for low membership worksites 6. 10 leaders leadership development MEMBERSHIP Region 5 is diligently working on increasing our membership. Region 5 has gained 362 new membership applications from April through June. Some of the efforts taking place are: MEMBERSHP & COPE BLITZ. Region 5 had 4 membership blitz’s. Our goal is to train our member leaders to have conversations with fee payors and non members about the importance of full membership. In April, with the assistance of our external department, Region 5 signed up 101 new members, 5 COPE applications and 5 new CAT (Contract Action Team) members. In Tulare County, we knocked on 166 doors, and made 177 telephone calls to represented workers. All in all, we are experiencing a steady growth of new membership as we keep focused on our defined goals. (See chart, attachment A). M2M PROGRAM. A Member 2 Member (M2M) organizing program comes to Region 5. Under the leadership of member leader Jennifer Jensen and with the assistance of external organizer Jenny Garibay, member leaders are set to receive training on real-life organizing opportunities and challenges. Motivating people to act, mobilizing and leadership in the workplace are training topics. There are currently 6 member leaders who are enrolled in the M2M program. The schedule is set and the M2M program is ready to start June 20, 2015. (See attachment B). STEWARD TRAINING. Our ongoing goal is to train new member leaders to grow in the area of steward leadership and being a voice at the worksite. Region 5 welcomed 6 new stewards. Some stewards received L521 Steward Certificates to proudly display at their worksites. OLT (ORGANIZING LEADERSHIP TRAINING). OLT remains an ongoing training component at Region 5. Members are receiving training on how to organize at their worksite, have political discussions and engage with members. To date, 3 members have attended the on-going OLT training sessions. 13 of 64 June 2015 MEMBER ENGAGEMENT Region 5 members get engaged at their worksites and in the community. KERN COUNTY REGIONAL CENTER ACTION. Frustrated with oversight issues and questionable practices, parents, and worker’s submitted to the board, a letter of no confidence with over 100 signatures. A subsequent action with parents and workers calling to question the decisions being made, led to the Board’s decision to end their employment contract with KRC’s CEO Duane Law. The board’s president Susan Lara, along with two other board members submitted resignations. TRADES UNIT (BU2) TEAM. BU2 is Tulare County’s newest addition to L521 Region 5. Under the leadership of Tulare County Chapter’s new 1st Vice President Lena Case, BU2 has created a work group. The work group meets regularly to address the many challenges faced by BU2 at the worksite. Issues such as work load, inadequate staffing levels, bad management, lack of training, and health and safety concerns, are some of the issues the team is addressing with management. The BU2 work group report that they are being stopped by their peers and asked for more information about the group. KERN COUNTY SAVE THE LIBRARY ACTION. An action with over 250 member leaders, parents and children joined together to raise awareness about the continuing need for public library services in our communities. The action caught local media attention and the fight against privatization of public library services resulted in the BOS delaying its efforts to privatize library services. Additionally, as a result of the new activism and realizing the importance of politics in community issues, a member leader enlisted 5 new COPE participants. CONTRACT NEGOTIATIONS TULARE COUNTY BARGAINING TEAM FIGHTS AND WINS SALARY INCREASES. On May 20, 2015 the Tulare County bargaining team signed a tentative agreement with Tulare County. This was a no take away agreement with a 4% salary increase to Tulare County BU 1, 2, 3, 4, 6 and 7. In addition to the 4% salary increase, the agreement preserved the sick leave buy back program. The TA was overwhelmingly supported by the membership. The 2 year agreement provides for a 3% salary increase this July, and a 1% additional increase July 2016. The estimated cost of the salary increase with the sick leave buy back program is approximately $7M. KERN COUNTY CHAPTER BARGAINING Bargaining has shifted for Kern County. Members at our larger department DHS has been leading the charge in the field. Conducting Union Breaks to support the bargaining team at the table. Our CATS have been meeting with BOS on a 1-on-1 with our political dept. and it has been effective. We are having good conversation with the board members and sharing ideas on investing in Kern County. From this conversation we have identified a way on a savings for the county, but as well putting money immediately into our members pocket. In addition having a better understanding of each others position that have not been properly convened across the table. The bargaining team feels we are close to a tentative, but the CATs will continue to do actions to support the bargaining team at the table to get a contract. 14 of 64 June 2015 NEW DEVELOPMENTS Region 5 continues to explore new possibilities to engage at the worksite and in our communities. Towards that objective, the following programs are new developments occurring in Region 5. YOUNG ORGANIZERS PROGRAM A new program to engage with our members high school and college age youth is being implemented this summer. The program will serve as a 5-10hr per week, hands on experience learning about organizing and being a part of the union. WORKER’S WORKSHOP A new workshop program designed to provide tools to address common worksite issues is being implemented. The workshops address career mobility, bullying in the workplace, mounting worksite problems, and how to survive probation. (See workshop schedule, attachment C). 15 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 16 of 64 June 2015 17 of 64 June 2015 18 of 64 June 2015 April Week 1 Week 2 Week 3 Week 4 Week 5 Monthly Total May Week 1 Week 2 Week 3 Week 4 Week 5 Monthly Total June Week 1 Week 2 Week 3 Week 4 Monthly Total County 51 17 13 23 74 178 County 17 18 8 15 7 City 33 *Other 5 5 2 12 City 2 14 206 Tulare/ Kings County Other 4 6 3 7 12 Total 17 25 11 22 23 4 28 98 1 1 City 3 7 Total 56 26 15 28 81 4 2 65 County 27 6 Tulare/ Kings County Other Tulare/ Kings County 12 14 Total 39 20 26 59 Dollar Amount COPE TOTALS $10.00 1 $54.00 5 $64.00 6 Dollar Amount COPE TOTALS $10.00 1 $20.00 1 $40.00 1 $70.00 3 Dollar Amount COPE TOTALS $66.00 7 $66.00 7 19 of 64 June 2015 20 of 64 Region 6 Report Every Hour Counts Campaign: SEIU Local 521 and fellow LTC unions in California have held weekly lobby visits to the Capital demanding the Governor to restore our 7% and OT cuts. While the fight is not over, we have heard some positive information that there is hope that the 7% will be restored for FY 16 and the OT elimination by the Courts will likely be overturned before the end of summer. Santa Clara County IHSS: After 5 months of bargaining, SCCO IHSS leadership successfully worked out an arrangement with SCCO IHSS Public Authority to house orientations at our Union Office. This is significant victory post Harris v. Quinn where membership is paramount in ensuring we retain the resources to uplift homecare works and low wage workers out of poverty. With no shared worksites, new worker orientations have opened a whole new door way to empowering new workers to become union members in manner that is financially sustainable. We average over 65 weekly IHSS Transition: Mary Kay Henry has made the bold announcement in late May to call upon all SEIU Long Term Care Locals to unify into the largest LTC local unions in the nation with over 300,000 represented workers. Our members are very excited about building power in this new organization, called 2015, to win our fight for $15. We are presently working with Eliseo Medina to work out arrangements for a successful transition. 21 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 22 of 64 June Organizing Report By: Catherine Balbas CALIFORNIA CHILD CARE CAMPAIGN: The California Child Care Team had a very successful event on June 3 in Sacramento at the Capitol. The Statewide Childcare Team planned and turned out over 700 people to our civil disobedience. Our very own Luisa Blue was arrested along with 14 other women to call attention to the Child Care bill for collective bargaining rights: SB 548. Additionally, to prepare for the possibility of the Bill being signed by the Governor, the Statewide Childcare Team will draft a plan of action at the end of June for the next six months. In that plan, the next round of membership blitzes will be planned. We have been working on leadership development with providers to prepare them to participate in these blitzes. Lladira Baez is the Coordinator and Norma Barragan Lead Organizer on this campaign. CLINICS: We filed for recognition at Santa Clara Family Health Plan with a strong majority support. As expected SCFHP’s CEO and fellow Board Members do not agree with some of the job classifications that we included in the bargaining unit and will be having a meeting to hash out those detail. We expect meetings to take place sometime next week to have the Bargaining Unit officially recognized. The first general membership meeting is set for 6/18. External organizers will help transition the group to our Internal Organizers within a two month period. In the meantime, we continue to meet individually with members of the Board to sure up political support and worker support by maintaining an active OC. The Clinic Workers Summit is fast approaching on June 27th. The Summit is designed to engage existing clinic workers in new organizing of clinics. Rosie Kidwell of Kern County has agreed to represent Local 521 as a panelist at the Summit. Donna Valenzuela of Santa Clara County has agreed to give a video interview for a segment during the Summit which will highlight personal stories of clinic workers and the importance of having a union and a voice in the workplace. Cesar Mata is the campaign Lead, Pearson Woods the Coordinator, and Jenny Gariby assisting with Member Organizing. 23 of 64 FIGHT for 15 and a Union (FF15): The FF15 campaign had a very successful Nationwide Convention in Detroit, Michigan where various fast food workers from California, including San Jose, attended. The event itself was planned by the Fast Food Organizing committee and there was a lot of positive energy in the room. Workers shared how the movement has benefitted them in their respective cities. Also shared were highlights of key wins that have taken place all over the country and Presidential Candidate Hillary Clinton phoned in express her support for the FF15 work. Gregory Batiste is the organizer and Pearson Woods the Coordinator. STAFF RECRUITMENT: The Local 521 External Organizing Team currently has 6 new Organizers in Training (OIT) that have been working with us since June 1st. Applicants for external organizing positions were screened by the International and offered positions. Candidates are screened for background checks, hired by the International and assigned to our Local for possible future recruitments. Currently, Eidref Laxa, current OIT, is interviewing on June 26th for a 521 position. Coordinator Pearson Woods is responsible for staff recruitment. MEMBER ORGANIZING PROJECT: We were happy to announce a permanent name for the member organizing program. It is Member 2 Member Organizing Program (M2M). Our goal is to recruit 100 members in 2015 for our M2M Program. Program is at 55 as of June 2015. M2M training workshops have been scheduled in Bakersfield, Visalia, Fresno and San Jose for the 2015 year. Internal staff will be actively recruiting members for the M2M Program. Internal and External staff will co-facilitate some of the workshops for members Region 5. Members have attended, lobby day, child care rally and did phone banking. All field staff received information and schedules for their area office. Jenny Garibay is the organizer and Pearson Woods the Coordinator. 24 of 64 May 2015 Information Technology Report By: Don Brown, Information Technology Director 1. Video conference report: The VC equipment for Fresno has remained in full operations after the network switch was replaced. All the sites are not reporting issues since the “do not disturb” feature was added. 2. Union Ware roll out : The IT department upgraded and rolled out the new UnionWare Citrix client to all the Database team, Clerical team and to the CESA dept staff. 3. Ipad update: IT received the Ipad’s for the Leads. The Ipad’s have all had the latest patches installed, U-Link was installed and Office was installed. The Ipad’s have been inventoried and linked to an ITunes account for monitoring, tracking and administration. 4. Virus status: SEIU Local 521’s I.T. department has been successful in stopping and removing the spread of viruses. SEIU Local 521 remains virus free. 5. Help Desk: In the month of May the Information Technology Department successfully closed 329 Information Technology Trouble requests from all L521 staff. 6. 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. 7. Backups: Monitored and configured all the servers’ backups to be performed and monitored for disaster recovery on one central system. Our servers hold mass amounts of data over long periods of time that is irreplaceable. I.T. is managing and making sure a disaster recovery program is in place and up to date. 25 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 26 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 27 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 28 of 64 CONTRACT ENFORCEMENT DEPARTMENT LOCALWIDE CASES REPORT WITH MONETARY AWARD WON FOR MEMBERS FOR SECOND QUARTER MARCH 1, 2015 – MAY 31, 2015 Region 1 $54,101.03 Region 2 $82,239.52 Region 4 $11,887.00 Region 5 $1,270.00 Region 6 TOTAL: $150,516.44 Region 3 CONTRACT ENFORCEMENT DEPARTMENT LOCALWIDE CASES REPORT WITH MONETARY AWARD WON FOR MEMBERS YEAR TO DATE January 1, 2015 – MAY 31, 2015 Region 1 $55,101.03 Region 2 $82,239.52 Region 4 $11,887.00 Region 5 $1,270.00 Region 6 Region 3 TOTAL: $154,516.44 29 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 30 of 64 CONTRACT ENFORCEMENT DEPARTMENT LOCALWIDE CASES REPORT FOR SECOND QUARTER MARCH 1, 2015 – MAY 31, 2015 ** Cases closed in 2nd Quarter; Open current in any year. Cases opened in 2nd Quarter/ *status as of 5/31/15 Other 5 cases/ 4 remain open as of 5/31/15 5 cases Region 1 177 cases/ 168 remain open as of 5/31/15 345 cases Region 2 95 cases/ 54 remain open as of 5/31/15 149 cases Region 3 16 cases/ 11 remain open as of 5/31/15 27 cases Region 4 59 cases/ 40 remain open as of 5/31/15 126 cases Region 5 71 cases/ 11 remain open as of 5/31/15 82 cases Region 6 2 cases/ 2 remain open as of 5/31/15 2 cases TOTAL 290 Cases remaining open as of 5/31/15 290 cases *Status cases may be open, Referral, Follow‐up, Settled, Resolved, Denied, Member Withdrew, No contact ** Ways cases are closed: Settled, Resolved, Denied, Member withdrew, closed pending, No contact 31 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 32 of 64 CONTRACT ENFORCEMENT DEPARTMENT CURRENT OPEN CASES REPORT FOR SECOND QUARTER MARCH 1, 2015 ‐ MAY 31, 2015 Employer Name Case Type Region Count Local 521 Staff & Officers Unfair Labor Practice Other 4 County - Santa Clara Arbitration In Process Region 1 7 Court - Santa Clara County Unfair Labor Practice Region 1 1 Total by Region TOTAL County - Santa Clara Grievance Region 1 44 County - Santa Clara Group Grievance Region 1 40 Peninsula Jewish Community Center Unfair Labor Practice Region 1 1 County - Santa Clara Arbitration Region 1 1 County - San Mateo Arbitration Region 1 1 Morgan Hill Unified School District Unfair Labor Practice Region 1 1 County - Santa Clara Final Disciplinary Action Region 1 34 County - Santa Clara Unfair Labor Practice Region 1 8 Court - Santa Clara County Arbitration In Process Region 1 2 Court - Santa Clara County Arbitration Region 1 1 Campbell Union High School District Final Disciplinary Action Region 1 1 City of Menlo Park Arbitration In Process Region 1 1 City of Palo Alto Grievance Region 1 3 City of Palo Alto Arbitration In Process Region 1 2 Santa Clara Valley Transportation Authority Grievance Region 1 1 Rebekah Children's Services Arbitration In Process Region 1 2 Court - San Mateo County Final Disciplinary Action Region 1 1 City of Redwood City Final Disciplinary Action Region 1 1 Hope Services Arbitration In Process Region 1 1 City of Palo Alto Final Disciplinary Action Region 1 3 City of Palo Alto Group Grievance Region 1 1 Court - Santa Clara County Final Disciplinary Action Region 1 1 Santa Clara Valley Transportation Authority Group Grievance Region 1 2 County - San Mateo Civil Service Appeal/Personnel Boa Region 1 1 Momentum for Mental Health Final Disciplinary Action Region 1 1 Gardner Family Care Corporation Arbitration In Process Region 1 1 Santa Clara COE Investigation Region 1 1 4 City of Menlo Park Grievance Region 1 1 Gardner Family Care Corporation Group Grievance Region 1 1 TOTAL Community Solutions Final Disciplinary Action REGION 1 1 168 MAOF Grievance Region 2 2 County - Monterey Group Grievance Region 2 9 Chamberlain's Children Center Unfair Labor Practice Region 2 1 County - Monterey Arbitration Region 2 1 County - Monterey Final Disciplinary Action Region 2 8 Santa Cruz Metro Arbitration In Process Region 2 1 County - Monterey Arbitration In Process Region 2 3 MAOF Unfair Labor Practice Region 2 1 County - Monterey Member Contact Region 2 1 County - San Benito Unfair Labor Practice Region 2 2 San Benito County Water District Unfair Labor Practice Region 2 1 Page 1 of 2 33 of 64 CONTRACT ENFORCEMENT DEPARTMENT CURRENT OPEN CASES REPORT FOR SECOND QUARTER MARCH 1, 2015 ‐ MAY 31, 2015 Employer Name Case Type Region Count County - Monterey Unfair Labor Practice Region 2 5 County - San Benito Final Disciplinary Action Region 2 1 County - San Benito Grievance Region 2 1 County - Monterey Grievance Region 2 3 County - San Benito Arbitration In Process Region 2 1 County - Santa Cruz Grievance Region 2 1 City of Salinas Group Grievance Region 2 1 Court - Monterey County Arbitration In Process Region 2 1 County - Santa Cruz Final Disciplinary Action Region 2 2 County - Santa Cruz Unfair Labor Practice Region 2 1 Salud Para la Gente Inc Group Grievance Region 2 1 Total by Region City of Santa Cruz Final Disciplinary Action Region 2 2 County - Santa Cruz Probationary Release Region 2 1 County - Monterey Recommended Disciplinary Action Region 2 1 Region 2 1 TOTAL 54 Salud Para la Gente Inc Final Disciplinary Action County - Santa Cruz Recommended Disciplinary Action REGION 2 1 County - Stanislaus Arbitration Region 3 1 Golden Valley Health Center Grievance Region 3 6 County - Mariposa Arbitration In Process Region 3 1 County - Tuolumne Group Grievance Region 3 1 County - Mariposa Grievance Region 3 1 TOTAL 11 County - Tuolumne Final Disciplinary Action REGION 3 1 Court - Fresno County Unfair Labor Practice Region 4 1 County - Fresno Group Grievance Region 4 6 County - Fresno Unfair Labor Practice Region 4 5 County - Madera SEMC Group Grievance Region 4 2 County - Madera COMPA Group Grievance Region 4 2 County - Fresno Arbitration Region 4 4 County - Fresno Grievance Region 4 5 County - Fresno Arbitration In Process Region 4 6 First Student Grievance Region 4 5 Central California Legal Services Grievance Region 4 1 County - Fresno Final Disciplinary Action Central California Legal Services Group Grievance County - Kern Unfair Labor Practice Region 4 2 TOTAL REGION 4 1 40 Region 5 2 County - Kern Arbitration In Process Region 5 1 County - Tulare Final Disciplinary Action Region 5 2 County - Tulare Arbitration In Process Region 5 1 Community Action Partnership of Kern Unfair Labor Practice Region 5 1 Kern Regional Center Unfair Labor Practice Region 5 2 Community Action Partnership of Kern Arbitration In Process Region 5 1 TOTAL County - Tulare Unfair Labor Practice REGION 5 1 11 IHSS Santa Clara Grievance Region 6 1 TOTAL REGION 6 1 2 Institute on Aging/Older Adults Care Manage Group Grievance TOTAL: Page 2 of 2 290 34 of 64 SEIU Local 521 PACE and PAC as of May 31, 2015 Independent Expenditures Bank Balance as of 4/30/15 $ 225,328.36 Outstanding Deposits: None - Outstanding Motions: Ed Mitchell for Supervisor Polling for Monterey County BOS District 2 Committee fo Elect Ed Mitchell for Supervisor 2014 3.22.14-B6 3.22.14-B8 8.26.14-B8 603.90 10,000.00 4,203.14 Available Funds - PACE Available Funds - PAC 175.00 210,346.32 0.00 Candidates Bank Balance as of 4/30/15 $ 119,857.76 Outstanding Deposits: Apr, May 22,135.75 Outstanding Motions: Kevin Mullin Bob Wieckowski Paul Fong Mark Stone Luis Alejo Jerry Hill Bill Monning Toni Atkins for State Assembly 2014 Kansen Chu for Assembly 2014 Neighbors for Tim Orozco for SJC Council District 4 Santa Clara Democratic Party (Jefferson/Jackson) Jim Beall for Senate 2016 12.7.13-B2 12.7.13-B2 12.7.13-B2 12.7.13-B2 12.7.13-B2 12.7.13-B2 12.7.13-B2 7.22.14-B2 10.28.14-B5 3.28.15-B5 4.28.15-B1 4.28.15-B2 750.00 1,500.00 500.00 2,500.00 1,250.00 1,000.00 2,500.00 2,500.00 1,000.00 500.00 625.00 2,000.00 Available Funds - PACE Available Funds - PAC Available Funds - RETIREE 240.86 117,276.65 7,851.00 0.00 Issues Bank Balance as of 4/30/15 $ Outstanding Deposits: Apr, May 16,382.94 21,510.75 Outstanding Motions: Membership at Kern Medical Center Phone Banking Kern Library Available Funds - PACE Available Funds - PAC 12.7.13-B3 No Motion 5,158.39 615.08 452.06 31,668.16 0.00 35 of 64 N:\Finance\Monthend\2015\0515\PAC & PACE 0515.xlsxMay 1 of 1 THIS SHEET IS INTENTIONALLY LEFT BLANK 36 of 64 REGION 1 TRUSTEE REPORT – June 14, 2015 By: Connie Chew - SEIU 521 Region 1 Trustee The contract in Santa Clara County will expire on June 21, 2015 and there have been ongoing meetings and actions that I have attended to support our negotiators. Thus far, the County is offering little and requesting cutbacks. There will be a Strike Sanction vote by members on June 16, 2015 in which I will attend and assist with the vote count. 2015 First Quarter SEIU 521 Audit On May 9, 2015, I participated in an audit in San Jose with Trustee At Large, William Ragland. He reviewed Disbursements and Receipts, and I reviewed a few canceled checks to match bank statements. There was discussion with Ming Le about the use of first class stamps which cost much more than bulk mail (48 cents vs. 9 cents), and that mailings should be planned in advance as much as possible to save money by using bulk mailing. I reviewed samplings of Assets, samplings of Payroll and LMRDA Compliance. Pursuant to discussions with Ming Le, she saw problems with Pitney Bowe in not billing the correct locations. Also, Fresno was broken into and a laptop was stolen. A security guard was hired while a window was being repaired. A better alarm system is recommended. 37 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 38 of 64 California SEIU Developmental Disabilities Council 2015 Second Quarter Update Lanterman Coalition ‐ Budgetary Advocacy ‐ Catherine McCoy and David Mulvey have been representing the council on the Lanterman Coalition monthly meetings. We were successful this year in encouraging the Lanterman Coalition to adopt and promote a joint budget plan. Across the state we have been supporting the Lanterman Coalition 10% plan. The Lanterman Coalition was successful in getting 41 or 80 Assembly Members and 24 of 40 State Senators to sign on to Senator Beal’s letter endorsing our proposal. The Lanterman Coalition’s communications plan has been successful in engaging thousands of supporters through social media (See our website, Facebook & Twitter feed) http://www.lantermancoalition.org/ June 19th our San Andreas Regional Chapter members in conjunction with community vendors working with the office of the Mayor of San Jose will hold a “Keep The Promise” rally in support of the Lanterman Coalition campaign. On June 17th our ARC SF members worked in concert with Golden Gate Regional Center and other local service providers to put on a third successful rally in San Francisco is support of the campaign. On March 4th we also participated in a large Lanterman Coalition Rally on the Capitol steps. Dave Mulvey was one of the speakers chosen to address the group. Later that day our members attended and gave testimony at the Assembly budget sub-committee hearings. On March 12th our members attended and gave testimony at the Senate Budget Sub Committee. 39 of 64 Lobby Day Our annual Sacramento SEIU DD Council meeting and Lobby Day was held on April 19th and 20th. We completed 23 visits with key in the capitol. California State Council on Developmental Disabilities – Employment First Committee. Dave Mulvey continues to represent us on this committee that has a legislative mandated to look at ways to increase employment for persons with Developmental Disabilities. Department of Developmental Disabilities Self-Determination Program Workgroup Dave Mulvey also represents us on this group, and continues to consult with SEIU Local and International staff on organizing opportunities this program may present and how to best structure the program. Health and Human Service Department’s Delivery Service Task Force: Catherine McCoy represents us on the task force. The purpose of this group is to devise recommendations this/next fiscal year to present to Governor Brown to totally reform of the way services are delivered to people with Developmental Disabilities’ in this State. Department of Developmental Disabilities Home and Community Based Service Advisory Group: Catherine McCoy represents us in this group. This Advisory group is tasked with assisting/advising the Department of Developmental Services in moving the State’s delivery service system into compliance with the Centers for Medicare and Medicaid Services Final Rule by 2019. SEIU DD Council Website The council continues to update and maintain our public website at http://seiudd.org/ And our members only groupsite where we recently posted wage surveys from DDS for all 21 of the Regional Centers. 40 of 64 NA of CA ‘Safe Nurses Safe Patients’ Legislative Conference Meeting Report May 4‐5‐6, 2015 Sacramento, CA Attendees: 721, 521, 1021, 121 RN, 221, 1000 5‐4‐2015 Nurse Alliance Sterling Committee Mtg. We reviewed the Legislative Bills AB840, SB779, AB72/SB36 (Medical Wavier) SB466 (Hill‐BRN Sunset) AB911 Presentation by Vestagen‐ Infection Control Presentation on National Research regarding overuse of antibiotics in animals‐ over 70% of US antibiotics are used on animals due to unhygienic facilities. It is compared to parents sprinkling antibiotics on children’s cereal in place of hand washing! Yuk! Review of the N.A. of CA Committees and their function and attendance requirement. Updated members and new members volunteered for Legislative Committee, BRN Committee, CEU Committee, and Budget Committee Review of NA Budget BRN Update – Bill (SB466) BR N Sunset Bill. Very worrisome. Poses significant problem with nursing profession oversight if passed 1. 2. 3. 4. 5. Increases in fees Oversight by an administrative body rather than RNs Lack of enforcement Lower standards Most dangerous‐ elimination of clinical requirement in education‐ Means “Excelsior College” would be allowed to admit students in their shady program; All these poses significant risk to the public. We are urging RNS to write to Senator Hill, author of SB466, opposing bill ‐Cell phone usage @ Work Issue tabled until next meeting 41 of 64 Tues. 5/5/2015 Conference Attendees: Jeff Rockholt, RN‐KMC, Regina Kane, RN‐KCMH, Giselle Alvarez, RN‐KMC, Semira Houssien, LVN‐KMC, Carmen Morales‐Board, RN,PNP‐KMC Finding Our Way Back‐ BRN Division Program and Substance Use Disorders Mission of the program is to return nurses to work; it takes 3‐5 years to graduate the program. The RN license is “inactive” until completion of program: Success rate is 75% Nurses Forging the Future: Allegheny Hospital in PA’s strategic alliance w/management to improve quality care which has been successful. “Taking the Lead in Health Care Legislation” A review of upcoming lobbying on Wed. 5/5/2015 Safe Standards Campaign for California Healthcare Workers How to improve pt. care by improving work environment via workplace violence prevention Cal/OSHA workplace standards “Call Don’t Fall” Video produced by San Francisco General Hospital To keep decreased pt. falls by educating patients of fall prevention “Call Don’t Fall” a video featuring SFGH nurses and staff Wed. 5/6/2015 Neutralizing Pit Bulls @ Work – Laura Barkim, RN Overt and Covert Bully Behavior Including: Unfair assessment, shaming, ignoring, and refusing to help. 27%‐31% prevalence of bullying. Students and new nurses are most frequently targeted. JCAHO issued sentinel alert in 2008. 1. Bullying fosters errors;(JCAHO defines bullying as “intimidating behavior” 2. Contributes to poor patient care (you cannot do a task when intimidated) 3. Cost of Care, cause people to seek other opportunities for employment. Turnover rates reflect this RNs can advocate for healthier work environments‐ AB2053 Gonzalez‐ effective 1/1/2015 This subject solicited a lot of interest and comments from attendees “Oppressed group behavior” Where there is an imbalance or power there is a dominant and subordinate group “Oppression Theory” Rally @ Capital –Workplace Violence Prevention Rally 42 of 64 Assembly members: Freddie Rodriquez, Rob Bonta Dr. Pan spoke out in support of the new standard Lobbying Our local has two teams who lobbied in support of SB 779 HALL Team I: Regina Kane, RN Semira Houssein, RN Giselle Alvarez, RN (See Attachment for Language) Team II: Jeff Rockholt, RN Carmen Morales, RN FNP Ramona Faucette 43 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 44 of 64 45 of 64 46 of 64 47 of 64 48 of 64 49 of 64 50 of 64 REPORT OF SEIU LOCAL 521 RETIREMENT SECURITY COMMITTEE FOR THE JUNE 27 EXECUTIVE BOARD MEETING Our Union’s retirement security committee continues to meet approximately every 2 months. Our last meeting was Tuesday April 29. We continue to be active on several fronts including: - Active monitoring of our various retirement boards (PERS, 37 Act Counties) and increased involvement in the election of their board members. - Active monitoring of the new Secure Choice Retirement oversight board, and lobbying that board in Sacramento as appropriate. - Developing a presentation about retirement security to bring to union members and potential community allies to gather their stories in support of a secure retirement for all. - Monitoring anti-retirement and anti-pension activities. Here is a link to information about Chuck Reed’s latest anti-pension efforts: http://www.huffingtonpost.com/2015/06/09/california-pension-cuts_n_7545358.html - possible participation in events this summer to mark the 50th anniversary of medi-care Our next meeting is Wednesday June 24, and all members are invited to attend via videoconference or teleconference. Please e-mail me ([email protected]) or Brian O’Neill ([email protected]) if you would like to be includedin the mailing list for future meetings. Respectfully submitted, Matt Nathanson Committee Chair 51 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 52 of 64 Karen Summers From: Sent: To: Subject: Khanh Weinberg Thursday, June 04, 2015 10:59 AM 521 All Staff FW: Reed Announces New Pension Measure (Sac Bee) It doesn’t get more insane than this: Public employees hired after 1.1.2019 automatically go into definedcontribution plans [401k etc] … UNLESS the employer gains VOTER APPROVAL for a defined-benefit plan [which is what most in public sector now have but not in private sector.] 2016 … Here we go!! ---------- Forwarded message ---------From: Steven Maviglio <[email protected]> Date: Thu, Jun 4, 2015 at 10:24 AM Subject: Reed Announces New Pension Measure (Sac Bee) To: Steven Maviglio <[email protected]> JUNE 4, 2015 California pension initiative requires public vote on retirement benefits BY JON ORTIZ [email protected] For the third time in four years, advocates for altering public pensions have a plan they want to put to a statewide vote. But this time the proposal by pension-change advocates Chuck Reed and Carl DeMaio has a new twist: Pensions and other retirement benefits themselves would automatically become a matter of ballot-box politics by requiring voter approval any time government officials sought to upgrade benefits. It also would make “defined-contribution” plans the default retirement program for state and local employees hired Jan. 1, 2019 and later. Employers who wanted to add new employees to “defined-benefit” plans now common in government – but rare in the private sector – would have to get voter approval after that date. Reed said that the measure is necessary to rein soaring retiree benefit costs that are “crowding out funding for important services such as police, fire, schools and road repairs.” As news about the plan spread Thursday morning, union reaction was swift and predictable. “Chuck Reed is a hypocrite,” said Bruce Blanning, executive director of the state engineers’ union. “He’s not interested in protecting taxpayers. His real target is working men and women who dedicated themselves to public service and then retire. He wants their money to be controlled by the same Wall Street bankers who gave us the Great Recession.” The proposal would also apply to other retirement benefits, such as medical insurance, aiming to cut what the proponents say are soaring retirement costs that have driven some cities into bankruptcy. Other provisions would prohibit government employers from paying more than half the cost of employee retirement benefits without voter approval and block politicians and government agencies from suing or taking other actions to impede voter-approved ballot measures regarding employee compensation or retirement benefits. Besides Reed, the Democratic former mayor of San Jose and DeMaio, a former San Diego city councilman, the measure is backed by former San Bernardino Mayor Pat Morris and Pacific Grove Mayor Bill Kampe, both Democrats; former Vallejo Vice Mayor Stephanie Gomes and Anaheim’s Republican Mayor Tom Tait. Most state and local government employers offer pensions that require taxpayers and employees to contribute according to various factors, including anticipated investment returns and the life expectancy of members. The pension payouts are fixed by a formula, regardless of the return on the pension fund’s investments. 1 53 of 64 CalPERS, for example, gave government employers a pass on their pension contributions in the early 2000s when its investment returns soared so high that its assets on paper more than covered its long-term obligations. State law has since changed to prohibit so-called “pension holidays.” But after investments collapsed during the recession, the fund’s asset values fell precipitously. Those losses and other factors forced CalPERS to raise pension contribution rates by billions of dollars over the coming years on school districts, the state and local governments. According to state figures, the gap between what California’s 130 public pension systems have promised and their assets to cover those promises went from $6.3 billion in 2003 to $198 billion in 2013. Pension-change advocates say the gap will only grow and meeting obligations to retirees is draining money from core services, particularly in cities were employee compensation is a hefty percentage of budgets. Reed and DeMaio convinced San Jose and San Diego to pass local ballot measures in 2012 with the message that guaranteed benefits are drowning government finances. After losing at the ballot box, unions took the fight to the courts, where the battle rages on. The long delay in fully implementing those measures proves the need for the new initiative, its proponents say, to discourage endless court fights and bureaucratic appeals. The new proposal, DeMaio said, would “give voters a seat at the table” and “cut through the Gordian Knot” of laws that entangle efforts to cut public pension costs. But unions view pensions as compensation, just like salaries. As such they must be bargained, labor leaders say, just like furloughs or other pay cuts. Any perceived attack on benefits, Blanning predicted, will be a call to arms for labor. “Retirement benefits, including pensions and retire health, are right up there with salaries when it comes to members’ priorities,” Blanning said. Conventional legal thinking says that pensions once promised to an employee are unalterable without another benefit, such as a cash payment, to offset the loss. Defined-contribution systems, such as 401(k) accounts common in the private sector, shift the risk from the employer to the retiree by aligning pension payouts with investment returns. The amount contributed by the government – and by extension, taxpayers – isn’t subject to hit-or-miss investment returns because there’s no guaranteed payment owed retirees. If the market tanks, retirees simply receive less money. Previous attempts to put a pension measure before California voters over the last decade have focused on defined contributions versus defined benefits and efforts to cut the benefit for current and future workers. Reed, for example, tried to parlay his San Jose success into a 2014 statewide measure that would have frozen employees’ accrued defined benefits under certain circumstances and switched them to defined contribution plans going forward. The effort stalled when he sued Attorney General Kamala Harris, a labor-friendly Democrat, over language she drew up for voter materials. Reed claimed she misrepresented the measure to bias voters against it. The court sided with Harris. This time, however, Reed and DeMaio aren’t going after current employees’ retirement guarantees. Instead, the measure would change retirement benefits for employees hired in 2019 and later. Those workers would come under a defined contribution plan, unless voters approved something else. And by giving voters opportunity to weigh in on future pension upgrades, Reed and DeMaio are appealing to Californians’ love of direct democracy. Polls over the years have shown time and again that a strong majority of voters support the state’s ballot initiative system. “It sounds like the proponents want a conversation about transparency and accountability,” said Micheal Shires, a Pepperdine University government budgeting expert. “It’s a legitimate approach, with all the pluses and minuses that go with putting things in the hands of voters.” Jon Ortiz: (916) 321-1043, @TheStateWorker -Please visit www.LetsTalkPensions.com; "Like" us on Facebook (www.facebook.com/LetsTalkPensions); and follow us on Twitter (www.twitter.com/PensionFacts). 2 54 of 64 -Sarah Zimmerman California Retirement Security for All cell: 408-833-9732 office: 916-288-1447 www.caretirementsecurity.org https://www.facebook.com/secureretirementcalifornia 3 55 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 56 of 64 SEIU LOCAL 521 AFRAM Fresno Caucus ACTIVITY REPORT April 2015 – June 2015 AFRAM Fresno kept up meeting monthly meetings, SEJ meetings and Budget & Finance and Executive board meetings for April – June 2015. 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/to the Hall. AFRAM Fresno members (3 of) and leadership (2 of) participated in the 2015 National Leadership Conference - National AFRAM convention of April 17-19, 2015 in Detroit, MI at the Westin hotel at the Detroit Airport. The theme this year: Building a Sustainable Movement, not a Moment. Western Region had an election for 2yr term: 2015-2017. Marilyn De Rouen of San Jose is the Secretary, Arvelia Via Cooper-Whigham is one of the 9 Vice President vacant seats and Alysia Bonner is the Sergeant of Arms. San Jose and Fresno will be working on attending the Western AFRAM meeting being held in San Francisco so that we can continue on building a strong relationship among our brothers and sisters in the Western Region. This will also help develop our Leadership skills by working with our International/National/Western AFRAM for building our membership, Immigration Reform and a fair budget with great health coverage for the USA-wide. AFRAM Fresno wasn’t able to physically participate in the NAMI Walk May 23, 2015. We donated $200. There was the 1.5, 3.5 & 5mile walk at Woodward Park and enjoyed the festivities that followed afterwards. AFRAM Fresno president Arvelia Via attended her 1st WRAAC teleconference meeting on May 28, 2015. We discussed getting organized and working on our Bylaws of 2009. Our next meeting was June 9, 2015, we had a short schedule teleconference meeting; we’re working on everyone to submit their schedules to the secretary and president for getting a regular schedule meeting date and time. AFRAM Fresno hosted their 7th Annual Juneteenth on June 6, 2015. A total of 67 attended this event. Our theme this year: Our Ancestors’ Politics are Still Our Politics. Our music was provided by DJ Sound (Solomon & Bella Barela). We had a Face Painter: Ayanna Merez who is part of Art Is Fun; Praise Dancers: Chrystal Hale & Leona Holley; Hostess of Juneteenth: Arvelia Via; our Keynote Speaker: Maureen Moore, retired Teacher & Principal of FUSD. We raffled off: 4 $10 Starbucks gift cards; $25 Regal Cinema gift card; $25 Arco Gas gift card; $15 Subway gift card; we also did 57 of 64 a 50/50 raffle. Total tickets purchased for the raffle was $106 and the winner of the $55 was Makayla Dale. We raffled off 9 Purple SEIU stuff and assorted toys gift bags by answering questions about Juneteenth History. Meats (spare ribs, trip tip and baked/bbq chicken) were provided by The Fire Pit of Fresno, CA and the sides and deserts were provided by leadership and members as a potluck. AFRAM Fresno provided the drinks: Lemonade, Fruit Punch and water; Fruit, Crackers & Vegetable trays as appetizers; a large sheet cake for 150th Juneteenth Celebration. 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 working on a fundraiser to increase our opportunities to work within our Community. AFRAM Fresno will be purchasing SEIU materials to use in meetings and events as gifts and to raffle off. 58 of 64 APALA Caucus Report Hello Sisters and Brothers, This is the semi-annual EBd report from April 2015 to June 2015 and these are the activities that San Jose and San Mateo APALA caucus’ members have been participated. April: It was planned by Heidi Pham, an educational field trip to the Stanford Museum. We were the group of 10 members, all are ready with the 2 vehicles and the 2 drivers are Myrna Bravo and Patrick Mitchell (A guest). All of the displays in the museum are purchased from all over the world and donated by Mr. and Mrs. Leland Jean Lathrop Stanford. There is Mummified body from Egypt in 21 dynasty 1071-945 B.C. a Tibetan Buddhist in 18 century, ceramic vases an bowls from Vietnam, China, Korea, Japan and Mexico. The purpose of this trip was to show members that all of us never to old to learn anything from the history, sociology to science..... the source of information is also from a well known university, I was the tour guide for the group. After that, this is what I heard from the members, they love it, a wonderful trip, the first time ever they have been there, some have never been in a museum. I would like to see some of our members can take some classes at Stanford in the future, or their grandchildren study there. After walking around in the museum for 2 hours plus, we had lunch on the lawn under trees shade with free entertainment from a group of soccer players. May: We have 16 members show up, few of them did not come to the meeting for the last 4 to 5 months, but came to this time for the trip to San Diego for APALA CONVENTION. My Loi - A national APALA member was helping to coordinate the hotel and registration for her friends and caucus members who wanted to go. There are 6 from SJ and 1 from Santa Cruz (according to My Loi). At last minutes, My Loi was back out for the reason was she will be out of town. The discounted registration fees are expired. So we will pay at regular cost. We donated 400.00 for each organization. Nepal earth quake and Fillipino Advocate for justice. June: Some of our members and I (Heidi Pham) went to rally and show support for Child Care Issues at the Sacto Capitol. Luisa Blue and all of her group were arrested for CIVIL Dis-obedience cause. We will review on the 20th of this month, who could go to the San Diego APALA convention, and who could not based on certain rules of our APALA. And it is being fair for others, who never has a chance to go to such event, and to those, who have gone so many times. Also, I will request a complete report in English about and of the convention from the members who will be going there. In Unity, Heidi Pham 59 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 60 of 64 Gregory Cendana Become a fan Executive Director, Asian Pacific American Labor Alliance, AFL-CIO and Institute for Asian Pacific American Leadership & Advancement Email Asian Pacific American Labor Alliance and Hands Up United Partner for Asian American and Pacific Islander Artist Delegation to Ferguson Posted: 06/04/2015 9:59 pm EDT Updated: 06/04/2015 10:59 pm EDT All of the national media and cameras may not be on Ferguson, MO anymore but people are still building, organizing and protesting for change. Later this week Hands Up United will host the first-ever Asian American and Pacific Islander (AAPI) Delegation to Ferguson: A Culture of Resilience, Resistance and Restoration-Black and AAPI Communities United Through the Arts. The delegation aims to show that we are all more alike than we are made to believe and now more than ever we need to come together to stand up for racial and economic justice. The Asian Pacific American Labor Alliance (APALA), a constituency group of the AFL-CIO, is the first and only organization of AAPI workers and union members working to advance worker, immigrant and civil rights. APALA has a history of standing in solidarity with other communities of color. During the organization's founding convention in 1992, the group's first action was a march to demand justice for Rodney King, a black construction worker who was assaulted by Los Angeles police officers. More than 20 years later, as seen through the senseless deaths of Mike Brown and countless others, police brutality and the frequent lack of police accountability continue to plague communities of color. What happened in Ferguson is not an isolated incident but is part of a wider system of discrimination and racism. Ferguson is everywhere. Hands Up United was founded last year immediately following the death of unarmed teenager Mike Brown in Ferguson. Driven by the collective efforts of many of St. Louis's strongest organizers, influencers, and artists, Hands Up United seeks to empower millennials nationwide to speak out against injustice and end institutional racism by empowering their community through art, culture and technology. Through strategic organizing campaigns that employ direct action and base building, Hands Up United has quickly become a leading voice in the Black Lives Matter movement. 61 of 64 Beyond over-policing, communities of color are also negatively impacted by mass incarceration, deportation and criminalization as well as poor conditions in our neighborhoods, schools and work places. Despite attempts to inflame tensions between members of the Black and AAPI communities, APALA and Hands Up United have come together to fight back. Our members have been learning, building and growing. The changing demographic shifts in the U.S., the current political climate and advances in technology all add to an already fertile ground for organizing communities of color. We continue to be inspired by a new generation of activists grounded in the importance of community, healing and love. We understand the model minority myth is rooted in anti-Black racism and we will educate others on how it is used to divide and conquer communities of color. We know that black people are disproportionately impacted by state violence and there is a particular reason to say #BlackLivesMatter. Art and culture are essential in how people express themselves, how people are united and how movements are built. We believe that utilizing art and culture will foster a unique space for learning about the shared challenges within Black and AAPI communities while recognizing and celebrating our differences. As we prepare to come together June 4-5 for this historic gathering, follow @APALAnational @handsupunited_ and the members of the delegation: Jenny Yang (@jennyyangtv) Jenny Yang is a Los Angeles-based writer and stand up comedian who produces the first-ever (mostly) female, Asian American standup comedy tour, Dis/orient/ed Comedy and has been a writer and performer on viral Buzzfeed videos. Jenny was born in Taiwan and raised in Southern California. Before her start in comedy, Jenny dedicated herself to the Los Angeles labor movement. D'Lo (@dlocokid) D'Lo is a queer/transgender Tamil-Sri Lankan-American actor/writer/comedian. He is a member of Teada Productions (theater company creating work around the stories of immigrants and other poc), on the board for Brown Boi Project (organization that works to build leadership, economic self sufficiency, and health of young masculine-of-center poc) and a co-producer for DisOriented Comedy. D'Lo's poetry and short stories have been published in various anthologies and academic journals, most recently: Desi Rap: Hip Hop and South Asia America (by Nitasha Sharma) and Experiments in a Jazz Aesthetic (co-edited by Sharon Brigforth) and Troubling the Line: Trans and Genderqueer Poetry and Poetics. Taz Ahmed (@TazzyStar) Taz Ahmed is an activist, storyteller, and politico based in Los Angeles. She can be heard monthly on the #GoodMuslimBadMuslim podcast and can be read monthly in her Radical Love column. An avid writer, she was a long-time writer for Sepia Mutiny and is published in the anthology Love, Inshallah. Taz also organizes with Bay Area Solidarity Summer and South 62 of 64 Asians for Justice - Los Angeles. You can find her rant at @tazzystar and at tazzystar.blogspot.com. Terisa Siagatonu (@madfreshrisa) Terisa Siagatonu is a spoken word artist and arts educator from the Bay Area. Her emergence into the spoken word world as a queer Samoan womyn and activist has granted her opportunities to perform on stages ranging from San Francisco's historical Herbst Theatre to the White House. She's a member of the Da Poetry Lounge/Hollywood Slam team, helping her team place 2nd in the nation in 2013 at the National Poetry Slam. Off stage, she is a recent graduate from USC with her Masters in Marriage/Family Therapy, a counselor at the Southern California Counseling Center, and facilitates poetry writing workshops. Johanna Puno Hester (@johanna_hester) Special Assistant to the Executive Director at The Homecare Providers Union (UDW)/AFSCME Local 3930, Johanna Hester was elected an International Vice President (UDW District) in 2012, where she began her career with AFSCME as Lead Organizer for the Organizing and Field Services Department in 1999 and earlier with SEIU in 1991. She was awarded the Philip Vera Cruz from the Asian Pacific American Labor Alliance (APALA) for her organizing and union leadership in 2009 and is a recent graduate of the Harvard University program for Senior Executives in State and Local Government. Johanna is now championing the homecare cause in California and is in her second term as the National President of APALA. Special Guest: Tefere Gebre (@Tefere_Gebre) Tefere Gebre is the Executive Vice President of the AFL-CIO. Tefere, born in Gondar, Ethiopia, was a political refugee and immigrated to the United States as a teenager. A standout track and field athlete, he attended Cal Poly Pomona on an athletic scholarship. While in college, Tefere worked his first union job as a night shift loader at UPS and a member of Teamsters Local 396. Since, Tefere has devoted his entire life to the values of hard work and a voice at the workplace. Tefere served as the Executive Director for the Orange County labor federation starting in 2008. During his tenure Tefere redefined the growing labor movement in Orange County, Calif., and was one of the key forces in advancing progressive change in the traditionally conservative county. Poe (@TefPoe) is a rapper and activist from Ferguson and is a founder of Hands Up United. Cendana (@gregorycendana) is a DC-based dancer, executive director of the Asian Pacific American Labor Alliance, AFL-CIO and chair of the National Council of Asian Pacific Americans. Follow Gregory Cendana on Twitter: www.twitter.com/gregorycendana More: Asian American Pacific Islander Asian Pacific American Labor Alliance Hands Up United Ferguson Black Lives Matter Art Culture 63 of 64 THIS SHEET IS INTENTIONALLY LEFT BLANK 64 of 64 APRIL 2015 FINANCIALS SUMMARY JUNE B&F MEETING For the Executive Board Meeting - June 27, 2015 2015 Approved General Fund Budget - (pages 3-6) 2015 Approved Organizing Budget - (pages 7-8) April 2015 Bank Balances – (DOCUMENT 1) - (pages 9-10) April 2015 Income Statement – (DOCUMENT 2) - (pages 11-14) April 2015 Organizing Income Statement – (DOCUMENT 3) - (pages 15-16) April 2015 Dues Receipts – (DOCUMENT 4) - (pages 17-20) April 2015 Per Capita Report – (DOCUMENT 5) - (pages 21-24) 2015 - 3 Month Financials by Region – (DOCUMENT 6) - (pages 25-26) 2015 - 3 Month Financials by Region by Per Member – (DOCUMENT 7) - (pages 27-28) Motions Approved - (pages 29-40) 1 of 40 THIS SHEET IS INTENTIONALLY LEFT BLANK 2 of 40 APPROVED SEIU Local 521 - 2015 General Fund Budget A 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 53 54 55 56 57 58 60 62 63 64 65 1 of 4 B version 1.1 P W X 2014 - 12 months Budget 2.2 30,439,600 2015 - 12 months Budget 1.1 30,878,626 NOTES Headcount TOTAL DUES RECEIPTS 52,941 OTHER INCOME Interest & Dividends 3,600 SMIHSS Administrative Reimbursement Sublease Rent 67,000 B Misc. Income - SEIU Int'l subsidy A Misc. items spend from saving accounts Total Misc. Income 70,600 TOTAL GENERAL FUND INCOME 30,510,200 GENERAL FUND EXPENSES ORGANIZING OFFSET 4,025,172 SALARIES 5 Administrative 479,480 6 Admin Support 459,143 14 Directors 1,234,802 60 Internal Organizers/Research,CED,CESA,Pol 4,363,184 20 Clerical 1,090,419 2 Facilities 97,057 6 Data Base 301,619 A Special project - pay by other funding Temp. Internal Organizers/Research 75,000 Temp. Clerical/Support 20,000 Vacation Liability Cash Out 400,000 Total Salaries 8,520,705 113 PAYROLL RELATED EXPENSES Pension 1,444,627 Payroll Taxes Expenses 963,085 Consultant - Trainer, NEG 30,000 Travel Staff-Admin 50,000 Travel Staff- Internal Organizers 120,000 Mileage/Ins. Reimb.-Admin & Director 13,656 Mileage/Ins. Reimb.-Internal Organizers 135,641 Telephone Reimbursement 90,000 13 Retiree Health Exp 108,930 Retire Benefit Trust Fund 12 3,110,943 Benefits(Health, Dental, Vision,life,401K,Flex Plan matching) Workers Comp Insurance 280,900 Recruiting exp 8,000 Total Payroll Related Expenses 6,355,792 Total Salaries & Payroll Expenses 14,876,497 MISCELLANEOUS Agency Fee/Assoc. Exp. 504,000 Capital Fund Expense 12,000 Admin exp share w. chapter 12,000 4,000 Free Life insurance to members (SCR, MRY & BFL) Retired Chapter Fund Reimbursement Dodge Scholarship 15,000 Computer Database UnionWare 82,175 Accounting Software Gp 12,000 MRC - IHSS - 4 months only Total Miscellaneous 641,175 A ARBITRATIONS & LEGAL Arbitrations Fees & legal fees - representation 150,000 Retainer 258,000 81,575 52,941 Automatic Legal Defense Fund ($0.12 per member per month) Total Arbitrations & Legal 489,575 FACILITIES 1,515 75,259 76,773 30,955,399 4,199,761 479,480 414,562 1,255,641 4,452,371 1,053,009 93,775 328,091 all positions filled all positions filled all positions filled all positions filled all positions filled all positions filled all positions filled 75,000 20,000 119,756 cash out only 8,291,685 1,615,386 increase to 20% for 2015 969,232 44,761 189,440 membership drive 5,549 163,257 membership drive 77,057 112,658 12 3,125,759 health benefit at new rate 2015 242,308 8,000 6,553,419 14,845,104 720,000 12,000 12,000 4,665 14,465 15,000 73,841 12,000 same as 2014 same as 2014 same as 2014 same as 2014 same as 2014 863,972 191,814 increase 258,000 same as 2014 76,235 same rate as 2014 526,049 3 of 40 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM APPROVED SEIU Local 521 - 2015 General Fund Budget A 1 version 1.1 2 66 67 69 70 71 72 73 74 75 76 77 78 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 0 119 120 43,305 121 122 123 124 125 126 B P 2014 - 12 months Budget 2.2 Rent-SJC 450,000 Rent-RWC 58,000 47,000 Rent-Santa Cruz, Watsonville & Hollister & parking Rent-Visalia & Hanford 20,400 Utilities 165,000 Kitchen Sundries 50,000 Gen. Liab. Ins. & Property Tax 170,000 Building Maintenance/Security/Janitorial 180,000 Total Admin - Facilities 1,140,400 W X 2015 - 12 months Budget 1.1 450,000 48,000 39,900 6,000 186,116 48,260 163,885 202,571 1,138,309 NOTES new lease at RWC increase same same increase HVAC & building maint. ADMINISTRATIVE - OFFICES Audit/Acct. Fees Subscriptions Office Sundries Office Equipment Leases Equipment Maintenance & Repair Contracts Contributions Research Material & Data Miscellaneous, off set by ORG Total Admin - Offices 460,095 110,000 2,597 90,524 177,514 59,220 5,067 27,985 472,907 COMMUNICATIONS Printing Paper Website/Station/communication Telephone & Internet & Tele conference Postage Professional Fees/Translations Total Communications 42,000 20,000 20,000 211,473 60,000 5,000 358,473 28,729 31,108 20,284 217,180 112,381 rate increse in 2014 3,372 413,055 110,000 4,000 70,000 192,000 70,095 3,000 11,000 CONFERENCES/MILEAGE Staff-Misc. Conf/Seminar Exec. Board-Conferences & Training Misc. Members-Reimbursed Total Conferences/Mileage 3,500 30,000 33,500 STAFF MEETING & TRAINING Staff / Director Training Staff - representation & political & communication Clerical Staff Executive Staff Tuition Reim.-Internal Organizers Tuition Reim.-OPEIU Total Staff Training 16,000 60,000 901 1,200 1,000 2,000 81,101 EDUCATION & TRAINING Steward & Chief Steward & Leader Training Executive Board Education & Training Committee Meeting & Materials Industry Training Events Total Education & Training 4,000 500 3,500 30,000 33,500 32,319 67,232 qtrly staff training 1,364 1,200 1,000 2,000 105,115 5,000 9,500 4,000 500 5,000 9,500 POLITICAL/SOCIAL INVOLVEMENT 123,657 Candidates, Issues, IE Account ($0.25 per member per month) Legal & Accounting 40,000 Committee Meetings 10,922 Conferences 1,000 Electoral Staff/ Activity 1,000 Polls & Surveys 1,000 129,915 40,000 14,951 1,993 1,000 1,000 4 of 40 2 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM APPROVED SEIU Local 521 - 2015 General Fund Budget A 1 version 1.1 2 127 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 52,941 164 50,441 165 820 166 52,941 167 600 168 25,462 169 3,458 170 5,780 171 8,323 172 6,258 173 110 174 52,941 175 176 177 178 179 180 181 182 183 184 185 186 B Special Printing Total Political/Social Involvement P W X 2014 - 12 months Budget 2.2 100 177,879 2015 - 12 months Budget 1.1 1,000 189,859 NOTES SOCIAL & ECONOMIC JUSTICE Committee Meetings Conferences Contributions/Solidarity Caucus Activities Total Social & Economic Justice 5,000 350 4,530 80,670 90,550 MEMBER INVOLVEMENT Memorabilia/Give away Member Pride Awards/Recognition Ex Board Reimbursement Rally Rental & Bus Member Reimbursement/Lost time Transportation & Vehicle Expenses Total Member Involvement 30,000 1,000 2,000 20,000 2,500 12,000 67,500 30,000 same as 2014 1,000 2,000 40,000 IHSS, Kern & SCCO NEG Rally 5,000 22,081 membership drive 100,081 50,000 50,000 40,000 12 140,012 50,000 SCCO printed contract 80,000 IHSS State wide, Kern & SCCO 60,000 IHSS State wide, Kern & SCCO 12 190,012 30,000 3,002 1,000 40,000 25,000 1,000 100,002 13,153 3,077 1,000 15,000 2015 INTL St Louis Convt.-10p 100,000 officers election 10,000 142,231 REPRESENTATIVE DUES SEIU $7.65 ea SEIU Unity Fund $5.00ea SEIU Retirees & ChildCare $1.00ea SEIU/ State Council-$2.53ea Nurse Alliance $1.45ea So Bay CLC Jun/11$0.63,Jul/12$0.65 SMCO CLC $0.60ea Fresno CLC $0.45ea Bakersfield CLC $0.50ea, est. increase Monterey & Santa Cruz LC $0.55ea North Valley CLC CA Labor Fed 25% X .70ea, pd old rate $0.47 Building Trades-SMCO Total Representative Dues 5,200,378 3,029,220 8,952 1,719,864 12,180 174,166 24,559 32,076 49,938 41,032 1,320 16,452 3,600 10,313,738 4,859,984 3,026,460 9,844 1,607,289 10,440 198,604 24,898 31,212 49,938 41,303 1,320 14,929 3,600 9,879,820 TOTAL EXPENSES 33,005,168 33,199,825 TOTAL INCOME LESS TOTAL EXPENSES (2,494,968) (2,244,426) NEGOTIATIONS Printing Contracts - outside vendor Meetings & Supplies Strike Preparations Automatic Strike Fund Transfer - reduction to $1/mon Total Negotiations MEETINGS & EVENTS Executive Board Meetings Steward/Council meetings 521 Party & other events 2014-521 Convention/2015 INTL St. Louis Officer Election-2015 Industries & Members conference Miscellaneous Total Meetings & Events VOLUNTARY TRANSFERS Building Funds Strike Fund Total Transfers 48,000 48,000 5,000 350 4,530 80,670 90,550 remain the same as 2014 no change no change no change no change no change no change no change no change no change no change no change no change no change 48,000 48,000 5 of 40 3 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM APPROVED SEIU Local 521 - 2015 General Fund Budget A 1 version 1.1 2 187 B P W X 2014 - 12 months Budget 2.2 2015 - 12 months Budget 1.1 NOTES TOTAL INCOME LESS EXPENSES & TRANSFERS(2,542,968) (2,292,426) 6 of 40 4 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM SEIU Local 521 - External Org. Budget for year 2015 Version 1.1 Year 2015 APPROVED NOTES 12 months Budget Budget from SEIU Local 521 4,199,761 Expenses Legal - Organizi 28,200 Arbitration - Organizing Lost Time - Organizing / Wavers 29,072 Salaries - Organizing (23+2) 1,819,356 all position filled Workers Comp. Ins. - Org 63,677 all position filled Payroll Tax Exp - Organ. 218,323 all position filled 401K Matchering 54,581 3% matching for 12 months EMPLOYEE BENEFITS - Organizing 827,943 employer pay 100% Pension Plan Exp - Organi. 363,871 20% for 12 months Staff Recruiting Exp-Org. 10,000 Vacation Liability Cash Out - Org 34,988 all position filled=1/2 pay period Training Exp - Org. 1,379 Mileage reimb exp - Organizing 12,473 Vehicle Expenses 33,523 RENT EXPENSES - Organizing Telephone Expenses - Organizing 10,001 Utilities Expenses Office Supplies & Other Allocation - Organiz 4,280 Printing Expenses - Organizing 1,211 Postage Expenses - Organizing PT Organizing Communication Cost Expenses Referral lead/DATA - Organizing Professional Fee Expenses 1,043 Translation Expenses - Organ Equipment Leasing Exp - Organi Equip. Maint. & Repair -Organi Building Maint. & Repair -Organi Computer Database Services Subscriptions - Organizing 180 Travel Expenses - ORGANIZING 231,291 Conference - Organizing Rally / Bus Rental-Organizing 133 Memorabilia / Give Away-Org 4,116 Meeting - Organizing 10,909 Donation - Organizing 1,600 SEIU Int'l share cost 507,324 Total Expenses Net Income 4,269,473 (69,711) 7 of 40 N:\Finance\Budgets\2015\2015budget1.1 ExtOrg1.1 1/26/2015 7:46 AM THIS SHEET IS INTENTIONALLY LEFT BLANK 8 of 40 9 of 40 1005 1006 1006 1006 1016 1016 1017 1017 1018 1019 1011 1 2 3 4 5 6 7 8 9 10 11 Total reserve Accured Vacation from EO to IO BUILDING FUND CAPITAL FUND GOOD & WELFARE FUND GOOD & WELFARE FUND LEGAL DEFENSE FUND LEGAL DEFENSE FUND STRIKE FUND STRIKE FUND STRIKE FUND CONTINGENCY FUND ACCOUNT NAME PAC - Independent Expenditure 14 1002 1002 1002 1003 1003 16 17 18 19 20 AGENCY FEE AGENCY FEE ORGANIZING FUND Acc Vac ORGANIZING FUND ORGANIZING FUND ORGANIZING FUND Bank of The West #18986 Bank as of Apr. 30th , 2015 Unfunded Reserve Bank of The West - T- Bill Matures 9/24/2015 Bank of The West #18960 Bank of The West #33823 Monterey County Employee Credit Union Bank of The West - T- Bill Matures 7/14,8/25,5/21 Bank of The West #18895 US Bank - Olson US Bank - Olson US Bank - Olson Bank of The West #18820 Bank of The West # 28733 Bank of The West # 28667 Bank of The West - T- Bill Matures 5/21/2015 Bank of The West #28758 Bank of The West - T- Bill Matures 5/26/2015 Bank of The West # 28691 Bank of The West - T- Bill Matures 5/26/2015 Bank of The West - T- Bill Matures 7/14/2015 Bank of The West #18978 23 2400-00 Accured Vacation for General Fund Liabilities 22 2150-11 CLARENCE DODGE SCHOLARSHIP Unfunded Reserve 21 2150-10 RETIREE BENEFIT TRUST Unfunded Reserve and Liabilities 1002 15 MANDATORY SAVINGS PAC - Candidates PAC - Issues 12 13 POLITICAL - PAC money GL# ITEMS DISCRETIONARY SAVINGS $ $ $ $ +/- reason $ 65,225.33 21,534.74 105,528.15 2,550,496.57 2,271,236.60 $ 2,260,727.58 2,230,544.54 29,631.04 552.00 3,914,687.82 310,000.00 N:\Finance\Monthend\2015\bANKBALBOARD2015 0415 6/5/2015 6:00 PM 2,242,304.56 adjust monthly to actual accural 28,381.04 + $1250 / mon, 551.00 + $1 / month 5,192,416.28 310,000.00 159,673.10 99,672.74 $60,000 accrual monthly, paid 2014 rebate refund 203,563.20 2,700,000.00 96,704.79 337,409.21 444,746.73 $ $ 432,656.95 Accured time off - adjust monthly to acutal accural 203,462.85 CD with credit union, mature 8/28/2015 3,000,000.00 sent fund to INTL 1,146,623.74 sent fund to INTL 117,053.80 as of 4/30/2015 11,515.41 2014 COPE overage from INTL ,Olson Statement Reconciled 210,346.32 10,772.49 Olson Statement Reconciled as of 4/30/2015 94,765.90 Olson Statement Reconciled as of 4/30/2015 2,539,243.57 150,330.32 78,199.93 61,225.33 Acc $4k per mon, 150,330.32 Vacation bank transfer between EO and IO 65,000.00 77,199.93 Accrued $1,000 per month 3,382.15 500,000.00 78,517.11 700,000.00 800,000.00 59,752.98 50,088.75 ENDING BALANCE as of 4/30/2015 DOCUMENT # 1 65,000.00 3,882.15 500,000.00 72,164.11 Accrued $0.12 per month per member, Lum 700,000.00 800,000.00 59,352.98 50,088.75 ENDING BALANCE as of 3/31/2015 Bank Balance on Saving and Investment accounts SEIU Local 521 THIS SHEET IS INTENTIONALLY LEFT BLANK 10 of 40 A TOTAL DUES RECEIPTS - GENERAL FUND EXPENSES 83,187 24 Directors 352 TOTAL SALARIES & PAYROLL RELATED TOTAL PAYROLL RELATED N:\Finance\Monthend\2015\0415\Income Statement 04150415 49 48 47 46 Recruiting 45 Workers Comp Insurance 44 Benefits (Health,Dental,Vision,Life,401K,Flex Plan) 43 Retire Benefit Trust Fund 1,073,501 491,495 768 20,028 1 234,431 8,044 9,177 42 Retiree Health 10,720 41 Telephone Reimbursement 40 Mileage/Ins. Reimb.-Internal Organizers 39 Mileage/Ins. Reimb.-Admin & Director 1,813 6,524 38 Travel Staff - Internal Organizers 88,673 110,964 37 Travel Staff - Admin 36 Payroll Taxes 35 Pension 34 PAYROLL RELATED 33 582,006 4,410 31 Vacation & Comp Time TOTAL SALARIES 2,385 30 Temp. Clerical/Support 32 4,156 29 Temp. Internal Organizers/Research 22,667 7,441 27 Facilities 28 Data Base Services 75,834 26 Clerical 320,083 32,069 25 Internal Organizers/Research 29,774 23 Admin Support 349,980 2,818,738 22 Administrative 21 SALARIES 20 19 ORGANIZING OFFSET 18 17 16 TOTAL GENERAL FUND INCOME 25,406 TOTAL OTHER INCOME 15 14 19,600 5,806 1,092,467 471,644 668 20,028 1 234,052 9,081 7,041 14,318 352 12,376 1,087 60,056 112,584 620,823 24,030 4,381 15,803 22,401 7,314 76,217 326,751 82,627 31,845 29,454 349,980 2,418,253 5,661 - 5,479 182 2,412,592 Feb Actual Jan 2,793,332 D E F 1,080,112 488,650 226 19,629 1 244,240 8,863 6,426 13,996 493 16,333 7,494 57,832 113,117 591,462 10,001 3,958 2,245 22,419 7,281 77,200 324,382 79,139 31,845 32,992 349,980 2,667,520 5,706 111 5,479 116 2,661,814 Actual Mar 1,146,727 507,528 667 18,639 240,443 8,666 6,421 13,605 462 15,787 4,022 74,556 124,260 639,199 9,980 1,667 6,250 25,238 7,213 81,001 342,490 96,588 31,889 36,883 349,980 2,579,617 6,398 - 6,272 126 2,573,219 Budget 1,060,331 468,930 108 13,544 1 237,911 9,023 8,635 18,546 506 17,737 5,087 45,895 111,937 591,401 10,602 4,119 3,183 22,393 7,281 77,557 322,130 75,778 31,829 36,529 349,980 2,535,293 15,431 7,202 5,479 2,750 2,519,862 Actual Apr SEIU LOCAL 521 Income Statement - Current and YTD For the Four Months Ending Thursday, April 30, 2015 C Actual B 13 Misc. Income - SEIU Int'l Subsidy 12 Sublease Rent 11 Interest & Dividends 10 OTHER INCOME 9 8 7 6 5 4 3 2 1 11 of 40 86,396 38,598 559 5,095 (1) 2,532 (357) (2,214) (4,941) (44) (1,950) (1,065) 28,661 12,323 47,798 (622) (2,452) 3,067 2,845 (68) 3,444 20,360 20,810 60 354 - (44,324) 9,033 7,202 (793) 2,624 (53,357) Better/(Worse) G 4,586,910 2,030,115 2,667 74,556 961,772 34,664 25,686 54,419 1,850 63,147 16,087 298,225 497,042 2,556,795 39,919 6,667 25,000 100,951 28,854 324,003 1,369,960 386,351 127,558 147,532 1,399,920 10,318,466 25,591 - 25,086 505 10,292,875 Budget H 4,306,411 1,920,719 1,770 73,229 4 950,634 36,144 30,146 57,580 1,703 52,970 15,481 252,456 448,602 2,385,692 49,043 14,843 25,387 89,880 29,317 306,808 1,293,346 320,731 127,588 128,749 1,399,920 10,439,804 52,204 26,913 22,243 3,048 10,387,600 Actual Y-T-D I unfilled position - COS 2 months (463) 280,499 109,396 897 1,327 (4) 11,138 (1,480) (4,460) (3,161) 147 10,177 606 45,769 48,440 171,103 (9,124) (8,176) (387) 11,071 unfilled positions unfilled positions temp on 1 vacant position actual cash out GOW position funded by Ext Org 1 of4 DOC #2 INTL COPE Grant & other reimbursement Notes K Beth position fund by ext org vacant positions 17,195 1 vacant at temp position 76,614 65,620 (30) 18,783 - 121,338 26,613 26,913 (2,843) 2,543 94,725 Better/(Worse) J TOTAL ARBITRATIONS & LEGAL TOTAL FACILITIES TOTAL ADMIN - OFFICES 1,977 92 Telephone & Internet N:\Finance\Monthend\2015\0415\Income Statement 04150415 94 Professional Fees/Translations 125 13,978 2,356 91 Website/Station/Communication 93 Postage 1,037 2,243 90 Paper 43,397 199 73 89 Printing 88 COMMUNICATIONS 87 86 85 Research Material & Data / Tele Townhall 84 Contributions 3,225 12,354 82 Office Equipment Leases 83 Equipment Maintenance & Repair Contracts 10,087 128 17,331 76,685 5,911 12,434 3,169 10,653 81 Office Sundries 80 Subscriptions 79 Audit/Acct. Fees 78 ADMINISTRATIVE - OFFICES 77 76 75 Building Maintenance/Security/Janitorial 74 General Liability Insurance & Property Tax 73 Kitchen Sundries 72 Utilities 550 3,325 70 Rent - Santa Cruz & Watsonville 71 Rent - Hanford 4,304 36,339 33,677 21,150 6,353 69 Rent - Redwood City 68 Rent - San Jose 67 FACILITIES 66 65 64 month) 63 Retainer 62 Arbitrations Fees & Legal Admin 61 ARBITRATIONS & LEGAL 60 6,174 5,583 69,786 TOTAL MISCELLANEOUS 59 57 Dodge Scholarship 58 Computer Database Unionware 300 1,288 1,250 55 Free Life Insurance to Members (SCR, MRY & BFL) 56 Chapter Fund Reimbursement 365 54 Admin Exp Share w/Chapters 1,000 - 8,893 32,912 - 1,205 1,629 29,262 199 76 4,758 14,780 7,638 220 1,591 93,579 17,670 14,255 5,865 11,271 550 3,325 4,304 36,339 54,418 21,150 6,353 26,915 70,309 6,060 968 1,250 303 728 1,000 60,000 Feb Actual Jan 60,000 D E F - 3,382 14,924 - 1,768 1,060 28,947 199 62 2,724 16,984 7,274 208 1,496 66,266 12,312 (4,333) 3,561 10,208 550 3,325 4,304 36,339 32,321 21,150 6,353 4,818 69,489 5,583 847 1,250 295 514 1,000 60,000 Actual Mar 281 9,365 18,098 1,690 2,592 2,394 40,409 2,332 422 4,935 14,793 7,544 216 10,167 95,395 16,881 13,657 4,022 15,510 500 3,325 4,000 37,500 43,838 21,500 6,353 15,985 70,997 6,153 1,205 1,250 389 1,000 1,000 60,000 Budget 335 2,505 16,768 - 1,873 1,457 43,105 199 - 9,336 14,811 7,174 302 11,283 105,376 28,882 16,496 4,947 10,533 550 3,325 4,304 36,339 38,764 21,150 6,353 11,261 69,385 5,583 844 1,250 291 417 1,000 60,000 Actual Apr SEIU LOCAL 521 Income Statement - Current and YTD For the Four Months Ending Thursday, April 30, 2015 C Actual B 53 Capital Fund A 52 Agency Fee 51 MISCELLANEOUS 50 6 5 4 3 2 1 12 of 40 (54) 6,860 1,330 1,690 719 937 (2,696) 2,133 422 (4,401) (18) 370 (86) (1,116) (9,981) (12,001) (2,839) (925) 4,977 (50) - (304) 1,161 5,074 350 - 4,724 1,612 570 361 - 98 583 - - Better/(Worse) G 1,124 37,460 72,393 6,761 10,369 9,576 161,636 9,328 1,689 19,740 59,171 30,175 866 40,667 381,578 67,524 54,628 16,087 62,039 2,000 13,300 16,000 150,000 175,350 86,000 25,412 63,938 283,991 24,614 4,822 5,000 1,555 4,000 4,000 240,000 Budget H 460 28,758 66,581 2,356 7,089 5,183 144,711 796 211 20,043 58,929 32,173 858 31,701 341,906 64,775 38,852 17,542 42,665 2,200 13,300 17,216 145,356 159,180 84,600 25,412 49,168 278,969 22,809 3,947 5,000 1,189 2,024 4,000 240,000 Actual Y-T-D I 664 8,702 5,812 4,405 3,280 4,393 16,925 8,532 1,478 (303) 242 (1,998) 8 8,966 39,672 2,749 15,776 (1,455) 19,374 (200) - (1,216) 4,644 16,170 1,400 - 14,770 5,022 1,805 875 - 366 1,976 - - Better/(Worse) J mail more expenses than anticipated more expenses than anticipated repair HVAC at SJC 2 of4 DOC #2 saving PGE by repair the HVAC more expenses than anticipated Notes K TOTAL COMMUNICATIONS A 51 - F TOTAL POLITICAL/SOCIAL INVOLVEMENT TOTAL SOCIAL & ECONOMIC JUSTICE 7,750 - 2,040 5,289 - 21,380 42,290 5,486 1,956 - 3,530 N:\Finance\Monthend\2015\0415\Income Statement 04150415 138 Transportation & Vehicle - 252 40 1,550 - 25 2,446 164 1,840 417 3,333 1,722 201 118 216 3,333 167 83 2,013 25,057 7,360 1,667 13,333 667 333 10,000 30,184 - 1,104 28,920 27,269 1,050 200 401 71,000 5,718 617 105 40 137 Member Reimbursement/Lost time - - 487 98 (832) 667 1,000 3,460 63,286 - 136 Rally Rental & Bus 167 83 2,500 7,096 7,448 (133) 250 813 (6,698) 333 - - - - 6,264 7,546 300 - 52 22,520 83 - - 6,272 6,397 167 250 865 15,821 - 135 Ex Board/Advisory Board Reimbursement - (872) 7,828 - - 125 23,297 83 667 664 4,984 13,333 - - 43,305 4,193 1,667 167 2,359 292 35,638 - - 1,489 7,247 - - 78 12,680 - 167 667 35,039 - - 4,378 30,968 - 110,427 134 Planning & Event Prep 133 Awards/Recognition 132 Memorabilia/Give Away/Member Pride 131 MEMBER INVOLVEMENT 130 129 6,151 750 127 Contributions/Solidarity 128 Caucus Activities 146 200 126 Conferences 12,503 125 Committee Meetings 124 SOCIAL & ECONOMIC JUSTICE 123 122 - - 166 1,085 2,499 - - (10,698) (345) (156) 42 (231) (507) 333 11,173 22,411 455 137,683 Actual Y-T-D - 167 83 167 - 2,239 (3,110) 114 11,482 Budget 121 Special Printing - - 161 834 - 10,762 10,762 1,394 573 - 821 9,267 - - 554 8,713 - 22,938 Better/(Worse) - - 166 1,246 3,333 - - 10,826 1,049 417 42 590 8,760 167 83 2,793 5,603 114 34,420 Apr Actual I - - 657 1,404 - 10,618 10,618 1,573 684 - 889 10,856 - - 1,286 9,570 - 21,134 Budget H 120 Polls & Surveys - 776 1,531 - - 10,373 1,831 648 - 1,183 10,236 - - 2,186 8,050 - Mar Actual G - - 118 Conferences E 119 Electoral Staff/Activity 446 117 Committee Meetings 1,520 115 I.E. Account ($0.00 per Member per Month) 116 Legal - 10,537 114 Issues Account ($0.25 per Member per Month) 113 Candidates Account ($0.25 per Member per Month) 112 POLITICAL/SOCIAL INVOLVEMENT 111 688 109 Industry Training Events TOTAL EDUCATION & TRAINING - 108 Executive Board 110 637 107 Steward & Chief Steward Training 106 EDUCATION & TRAINING 105 5,279 292 TOTAL STAFF MEETING & TRAINING 103 Tuition Reimbursement - OPEIU 104 - 352 4,635 - 44,639 Feb Actual Jan 21,716 D SEIU LOCAL 521 Income Statement - Current and YTD For the Four Months Ending Thursday, April 30, 2015 C Actual B 102 Tuition Reimbursement - CWA 101 Executive Staff 100 Clerical Staff 99 Staff - Representation & Political & Communication 98 Staff/Director Training 97 STAFF MEETING & TRAINING 96 95 6 5 4 3 2 1 13 of 40 1,642 1,050 13,228 667 - 333 8,896 1,264 (2,212) (383) 800 3,059 (7,714) 333 667 - 664 2,944 8,044 - (21,380) 1,015 (1,293) (289) 167 (1,171) (599) 375 333 - 6,795 (8,557) 455 27,256 Better/(Worse) J 50 cents start 3/2015 motion same as above 3 of4 DOC #2 more activities than anticipated townhall, robot call Notes K A TOTAL MEMBER INVOLEMENT TOTAL NEGOTIATIONS - - - 152 Industries & Members Conference 153 Miscellaneous 167 CA Labor Fed 25% X .47ea TOTAL INCOME LESS TOTAL EXPENSES TOTAL GENERAL FUND EXPENSES TOTAL REPRESENTATIVE DUES 179 TOTAL INCOME LESS EXPENSES & TRANSFERS 178 Strike Funds 177 Building Funds 176 VOLUNTARY TRANSFERS 175 174 173 172 171 170 N:\Finance\Monthend\2015\0415\Income Statement 04150415 180 - 1,502 (143,167) 4,000 4,000 311,632 - 4,000 (139,167) 2,557,420 786,127 110 - 1,195 3,496 2,120 2,736 2,453 15,411 967 127,177 354 241,375 388,733 1,844 - - - 264 1,580 - 4,000 315,632 2,503,106 802,786 110 1,215 166 Monterey & Santa Cruz LC $0.55ea 169 North Valley CLC $.55ea 3,400 165 Bakersfield CLC $0.25ea - 2,027 164 Fresno CLC $0.45ea 168 Building Trades-SMCO 2,436 2,759 163 SMCO CLC $0.70ea 16,221 938 129,744 162 So Bay CLC $0.65ea 161 Nurse Alliance $1.45ea 160 SEIU State Council $2.53ea 465 247,370 158 SEIU Unity Fund $5.00ea 159 SEIU Retirees $1.00ea 396,101 157 SEIU $7.65 ea 156 REPRESENTATIVE DUES 155 3,040 - 151 By Law Convention - 400 Members TOTAL MEETINGS & EVENTS 362 154 2,678 150 Steward/Council Meetings 1,040 - 1,040 718 1,502 Feb Actual Jan 1,781 D E F 154,346 4,000 - 4,000 158,346 2,509,174 811,869 110 - 1,230 3,441 2,107 2,795 2,435 16,322 973 131,274 310 250,285 400,587 2,032 - - - 219 1,813 2,266 - 2,266 - 2,635 Actual Mar (88,748) 4,000 - 4,000 (84,748) 2,664,365 823,319 110 300 1,244 3,442 4,162 2,601 2,075 16,550 870 133,941 820 252,205 404,999 1,929 - 833 - - 1,096 15,835 5,000 1 6,667 4,167 8,340 Budget (23,579) 4,000 - 4,000 (19,579) 2,554,872 815,836 110 - 1,238 3,510 2,107 2,761 2,437 16,500 960 132,063 309 250,490 403,351 2,777 - 60 - 113 2,604 3,342 - 3,342 - 2,410 Actual Apr SEIU LOCAL 521 Income Statement - Current and YTD For the Four Months Ending Thursday, April 30, 2015 C Actual B 149 Executive Board Meetings 148 MEETINGS & EVENTS 147 146 144 Strike Preparations 145 Automatic Strike Fund Transfer ($0.50 per member/mom) 143 Meetings & Supplies 142 Printing Contracts 141 NEGOTIATIONS 140 139 6 5 4 3 2 1 14 of 40 65,169 - - 65,169 109,490 7,480 - 300 6 (68) 2,055 (160) (363) 50 (90) 1,877 511 1,715 1,647 (847) - 774 - (113) (1,508) 12,492 5,000 1 3,324 4,167 5,930 Better/(Worse) G (354,992) 16,000 - 16,000 (338,992) 10,657,458 3,293,273 440 1,200 4,976 13,768 16,646 10,404 8,299 66,201 3,480 535,763 3,281 1,008,820 1,619,995 7,717 - 3,333 - - 4,384 63,338 20,000 4 26,667 16,667 33,360 Budget H 299,232 16,000 - 16,000 315,232 10,124,572 3,216,618 440 - 4,878 13,847 8,361 11,051 9,761 64,454 3,838 520,258 1,438 989,520 1,588,772 9,693 - 60 - 958 8,675 8,150 - 8,150 - 7,544 Actual Y-T-D I - 654,224 - - 654,224 532,886 76,655 - 1,200 98 (79) 8,285 (647) (1,462) 1,747 (358) 15,505 1,843 19,300 31,223 (1,976) - 3,273 - (958) (4,291) 55,188 20,000 4 18,517 16,667 25,816 Better/(Worse) J Notes K 4 of4 DOC #2 9 8 6 7 5 4 3 2 1 A EXPENSES BUDGET FROM GENERAL FUND 45 46 47 NET INCOME N:\Finance\Monthend\2015\0415\Income Statement - ORG 04150415 TOTAL ORGANIZING EXPENSES 44 SEIU Int'l Share Cost 43 Donation Exp - Org 42 Meeting Exp - Org 41 Memorabilia / Give Away Exp - Org 40 Rally / Bus Rental Exp - Org 39 Travel Exp - Org 38 Subscriptions Exp - Org 37 Professional Fee Exp - Org 36 Communication Cost Exp - Org 35 Postage Exp - Org 34 Printing Exp - Org 33 Paper Exp - Org 32 Lunchroom Supplies Exp - Org 31 Office Supplies Exp - Org 30 Building Maintenance & Repair Exp - Org 29 Equipment Maintanence & Repair Exp - Org 28 Equipment Leasing Exp - Org 27 Utilities Exp - Org 26 Telephone Exp - Org 25 Vehicle Exp - Org 24 Mileage Reimbursement Exp - Org 23 Training Exp - Org 22 Vacation / Comp Time Exp - Org 21 Staff Recruiting Exp - Org 20 401k Matching Exp - Org 19 Pension Plan Exp - Org 18 Employee Benefits Exp - Org 17 Payroll Tax Exp - Org 16 Workers Comp. Insurance Exp - Org 15 Part Time Exp - Org 14 Salaries - Org / Intern / Lost Timer 13 Salaries - Organizing 12 Legal - Org 11 10 15 of 40 152,533 197,447 2,350 80,924 2,817 5,805 31,462 15,753 1,760 50 800 1,275 452 434 646 1,381 354 171 16,513 5,000 21 28,504 907 68 - 160,196 189,784 2,350 84,723 2,546 2,817 6,454 37,832 16,704 1,953 1,781 2,549 3,816 310 486 1,455 496 87 21 19,540 3,622 242 - 349,980 Feb Actual Jan 349,980 D E F (1,359,359) 1,709,339 2,350 91,187 1,074 1,905 7,190 33,157 17,950 2,044 2,971 317 1,421 2,767 2,982 314 486 113 1,657 1,033 54 702 360 12 21 24,237 711 5,000 1,507,324 349,980 Actual Mar 15,876 334,104 2,350 139,950 2,423 4,898 16,794 63,688 27,990 4,199 833 2,691 115 1,039 2,794 833 357 101 87 15 19,274 11 343 909 133 42,277 349,980 Budget 138,681 211,299 2,350 92,277 1,905 7,046 35,858 18,193 1,968 201 1,795 4,207 2,797 322 486 1,445 288 791 3,000 156 33,145 1,389 1,680 - 349,980 Actual Apr SEIU LOCAL 521 Organizing Income Statement For the Four Months Ending Thursday, April 30, 2015 C Actual B (122,805) 122,805 47,673 2,423 2,993 9,748 27,830 9,797 2,231 632 2,691 115 (756) (1,413) (1,964) (322) (486) (1,445) 69 (791) 101 (3,000) 87 (141) (13,871) (1,378) 343 (771) 133 42,277 - Better/(Worse) G 63,498 1,336,422 9,400 559,802 9,691 19,593 67,176 254,752 111,960 16,794 3,333 10,766 460 4,158 11,174 3,334 1,427 404 348 60 77,097 44 1,372 3,636 533 169,108 1,399,920 Budget H (907,949) 2,307,869 9,400 349,111 3,620 9,444 26,495 138,309 68,600 7,725 201 2,971 317 5,047 10,323 10,870 1,398 1,892 759 5,938 2,171 1,103 702 360 16,525 8,000 219 105,426 1,389 4,529 2,701 5,000 1,507,324 1,399,920 Actual Y-T-D I (971,447) (971,447) 210,691 9,691 (3,620) 10,149 40,681 116,443 43,360 9,069 3,132 7,795 143 (889) 851 (7,536) (1,398) (1,892) (759) (5,938) (744) (1,103) (702) 44 (16,525) (8,000) 348 (159) (28,329) (1,345) (3,157) 935 (4,467) (1,338,216) - Better/(Worse) J DOC #3 THIS SHEET IS INTENTIONALLY LEFT BLANK 16 of 40 SEIU Local 521 Per Capita Analysis A B 1 2 County Office 3 SCC SJC 4 SCC SJC 5 SCC SJC 6 SCC SJC 7 SCC SJC 8 SCC SJC 9 SCC RWC 10 SCC RWC 11 SMC RWC 12 SMC RWC 13 SCC RWC 14 SCC RWC 15 SCC RWC 16 SCC RWC 17 SMC RWC 18 SMC RWC 19 SMC RWC 20 SMC RWC 21 SCC RWC 22 SCC RWC 23 SCC SJC 24 SMC RWC 25 SMC RWC 26 SCC SJC 27 SCC SJC 28 SMC RWC 29 SMC RWC 30 SCC SJC 31 SCC SJC 32 SCC SJC 33 SCC SJC 34 SCC SJC 35 SCC SJC 36 SCC SJC 37 SCC SJC 38 SCC SJC 39 SCC SJC 40 SCC SJC 41 SCC SJC 42 SCC SJC 43 SCC SJC 44 SCC SJC 45 SCC SJC 46 SCC SJC SJC 47 SCC SJC 48 SCC SJC 49 SCC SJC 50 SCC 51 SMC RWC SJC 52 SCC SJC 53 SCC SJC 54 SCC SJC 55 SCC SJC 56 SCC SJC 57 SCC SJC 58 SCC SJC 59 SCC 60 SNS 61 SBC 62 MRY SNS 63 MRY SNS 64 MRY SNS SNS 65 SBC SNS 66 SBC 67 MRY SNS 68 MRY SNS 69 MRY SNS 70 MRY SNS SCR 71 SCR SCR 72 SCR SCR 73 SCR SCR 74 SCR 75 MRY SNS C D B 12 12 12 12 12 12 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 12 12 26 26 24 24 26 26 26 26 24 24 24 26 26 12 12 12 12 12 26 12 12 12 12 26 26 24 C M A M A M A M A M A M A M A M A M A M A M M A M A M A M A M A M A M A M A M A M A M M A M A M A M M M A M A M A M 24 26 26 26 26 26 26 26 12 12 26 26 12 12 26 M M M A M A M A M A M A M A M E REGION 1 Achievekids Achievekids - Agency American Red Cross Blood Services Northern California Region American Red Cross Blood Services Northern California Region - Agency Campbell Union High School District Campbell Union High School District - Agency City of East Palo Alto City of East Palo Alto - Agency City of Menlo Park City of Menlo Park - Agency City of Mountain View City of Mountain View - Agency City of Palo Alto City of Palo Alto - Agency City of Redwood City City of Redwood City - Agency City of San Mateo City of San Mateo - Agency City of Sunnyvale City of Sunnyvale - Agency Community Solutions County - San Mateo County - San Mateo - Agency County - Santa Clara County - Santa Clara - Agency Court - San Mateo County Court - San Mateo County - Agency Court - Santa Clara County Court - Santa Clara County - Agency Cupertino Union School District Cupertino Union School District - Agency Gardner Family Care Corporation Gardner Family Care Corporation - Agency Hope Services Hope Services - Agency Housing Authority of the County of Santa Clara Housing Authority of the County of Santa Clara - Agency Humane Society of Silicon Valley Humane Society of Silicon Valley - Agency Law Foundation of Silicon Valley Law Foundation of Silicon Valley - Agency MACSA, Inc Momentum for Mental Health Momentum for Mental Health - Agency Morgan Hill Unified School District Morgan Hill Unified School District - Agency Orchard School District Orchard School District - Agency Peninsula Jewish Community Center Rebekah Children's Services San Andreas Regional Center San Andreas Regional Center - Agency Santa Clara COE Santa Clara COE - Agency Santa Clara Valley Transportation Authority Santa Clara Valley Transportation Authority - Agency Starlight Community Services REGION 2 Chamberlain's Children Center CHISPA Housing Management Inc City of Greenfield City of Greenfield - Agency City of Hollister City of Hollister - Agency City of King City City of King City - Agency City of Salinas City of Salinas - Agency City of Santa Cruz City of Santa Cruz - Agency City of Scotts Valley City of Scotts Valley - Agency City of Soledad DOC# 5 F G H I R Jan-15 97 1 47 1 63 2 23 11 86 204 106 52 384 270 216 18 115 68 35 8 146 884 669 8,272 1,028 128 46 508 7 174 17 127 14 77 83 50 12 17 11 51 2 258 8 24 2 57 79 209 8 765 524 243 6 52 Feb-15 92 2 62 2 28 6 84 194 113 47 382 271 214 20 111 67 33 8 146 832 672 8,102 1,070 127 48 497 5 177 15 132 13 80 80 49 12 15 10 52 3 249 8 24 2 80 208 11 247 4 53 Mar-15 92 1 43 1 63 3 28 6 85 207 114 43 380 288 212 19 111 67 33 9 148 829 666 8,176 1,063 127 47 493 5 177 16 127 13 81 79 49 12 52 4 252 9 303 7 56 79 213 9 773 564 248 4 63 Apr-15 94 1 41 2 28 6 87 200 114 43 380 288 218 14 116 66 32 12 153 832 670 8,251 994 123 48 487 5 180 15 132 14 86 77 48 12 15 12 51 5 256 6 308 8 27 2 56 77 216 9 759 539 250 5 73 AVERAGE 94 1 33 1 47 2 27 7 86 201 112 46 382 279 215 18 113 67 33 9 148 844 669 8,200 1,039 126 47 496 6 177 16 130 14 81 80 49 12 12 8 52 4 254 8 153 4 19 2 42 79 212 9 574 407 247 5 60 43 29 14 30 5 9 2 85 103 471 177 22 25 40 30 14 32 5 8 2 86 100 452 186 22 25 40 30 13 30 5 8 2 85 98 479 175 22 25 29 13 29 5 9 2 96 87 481 188 22 25 31 30 14 30 5 9 2 88 97 471 182 22 25 21 of 40 N:\Finance\Monthend\2015\0415\Per Capita Analysis 04152015 1 of 3 6/5/2015 SEIU Local 521 Per Capita Analysis 2 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 A County MRY SCR SCR SCR SCR MRY MRY SBC SBC SCR SCR MRY MRY SBC SBC SCR SCR SCR SCR MRY MRY MRY MRY SCR MRY MRY MRY SCR SBC SBC SCR SCR SCR SCR SCR SCR SCC SCR B Office SNS SCR SCR SCR SCR SNS SNS SNS SNS SCR SCR SNS SNS SNS SNS SCR SCR SCR SCR SNS SNS SNS SNS SCR SNS SNS SNS SCR SNS SNS SCR SCR SCR SCR SCR SCR SCR SCR C B 26 24 24 12 12 12 12 26 26 26 26 12 12 26 26 26 26 12 12 12 12 26 26 12 26 26 12 26 26 26 12 12 26 26 26 26 12 26 D C A M A M A M A M A M A M A M A M A M A M A M A M M A M M M A M A M A M A M M MAR MAR STA STA TUO MAR MAR MER MER STA STA FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT 12 12 26 26 24 12 12 26 26 12 12 M A M A M M A M A M A FAT FAT FAT MAD MAD FAT FAT MAD MAD FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT FAT 24 26 26 26 26 26 26 12 12 26 26 12 12 12 26 24 24 12 12 12 12 M M A M A M A M M M A M M A M M A M A M A KER BFL 26 M E City of Soledad - Agency City of Watsonville City of Watsonville - Agency Community Bridges Community Bridges - Agency County - Monterey County - Monterey - Agency County - San Benito County - San Benito - Agency County - Santa Cruz County - Santa Cruz - Agency Court - Monterey County Court - Monterey County - Agency Court - San Benito County Court - San Benito County - Agency Court - Santa Cruz County Court - Santa Cruz County - Agency Encompass CS Encompass CS - Agency Housing Authority of the County of Monterey Housing Authority of the County of Monterey - Agency MAOF MAOF - Agency Monarch Services Monterey Bay Unified Air Pollution Control District Monterey Bay Unified Air Pollution Control District - Agency MV Public Transportation Salud Para la Gente Inc San Benito County Water District San Benito County Water District - Agency San Lorenzo Valley Unified School District San Lorenzo Valley Unified School District - Agency Santa Cruz County Regional Transportation Commission Santa Cruz County Regional Transportation Commission - Agency Santa Cruz Metro Santa Cruz Metro - Agency Soquel Creek Water District YWCA of Watsonville REGION 3 County - Mariposa County - Mariposa - Agency County - Stanislaus County - Stanislaus - Agency County - Tuolumne Court - Mariposa County Court - Mariposa County - Agency Golden Valley Health Center Golden Valley Health Center - Agency Salida Union School District - Headstart Salida Union School District - Headstart - Agency REGION 4 Central California Legal Services City of Coalinga City of Coalinga - Agency Community Action Partnership of Madera Community Action Partnership of Madera - Agency County - Fresno County - Fresno - Agency County - Madera COMPA County - Madera SEMC Court - Fresno County Court - Fresno County - Agency Dental Source FASTA FASTA - Agency First Student Fresno Housing Authority Fresno Housing Authority - Agency Fresno Unified School District Fresno Unified School District - Agency Riverdale Unified School District Riverdale Unified School District - Agency REGION 5 Bear Valley Community Services District DOC# 5 F Jan-15 50 3 102 10 2,077 756 118 101 1,454 107 84 38 11 10 91 79 15 55 3 104 5 22 24 5 139 10 1 11 96 1 12 12 G Feb-15 48 4 102 10 2,098 748 113 97 1,419 108 84 37 11 10 90 77 15 56 3 102 5 21 24 4 141 10 1 99 5 11 94 1 14 11 H Mar-15 49 3 97 15 2,096 746 113 105 1,426 103 10 11 88 77 16 55 3 104 5 19 24 17 138 10 1 98 8 11 95 1 14 11 I Apr-15 48 3 105 2 2,079 754 115 105 1,423 101 84 34 10 11 88 80 16 58 3 105 6 19 23 17 142 10 1 98 9 11 94 1 14 11 R AVERAGE 49 3 102 9 2,088 751 115 102 1,431 105 63 27 11 11 89 78 16 56 3 104 5 20 24 11 140 10 1 74 6 11 95 1 14 11 137 81 474 50 19 8 461 15 31 3 139 81 482 50 19 8 476 15 31 3 148 75 484 50 18 8 483 15 30 3 151 76 492 53 18 8 494 12 30 3 144 78 483 51 19 8 479 14 31 3 43 20 8 71 49 2,719 1,207 55 19 224 34 3 321 425 204 91 26 476 87 51 8 42 20 8 70 43 2,759 1,199 68 20 217 32 3 289 337 200 89 28 481 116 50 8 42 19 8 71 43 2,772 1,221 69 20 215 32 3 331 390 200 89 29 482 118 50 8 39 19 8 39 17 2,746 1,219 68 19 214 32 3 349 391 198 90 28 479 119 51 8 42 20 8 63 38 2,749 1,212 65 20 218 33 3 323 386 201 90 28 480 110 51 8 22 19 21 21 21 22 of 40 N:\Finance\Monthend\2015\0415\Per Capita Analysis 04152015 2 of 3 6/5/2015 SEIU Local 521 Per Capita Analysis 2 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 A County KER KER KER KER KER KIN KIN TUL KER KER KER KER KER KER KER KER KIN TUL TUL KER KER KIN KIN TUL TUL KER KER KER KER KER KIN TUL KER KER KER KER SBA KER B Office BFL BFL BFL BFL BFL HJO HJO VIS BFL BFL BFL BFL BFL BFL BFL BFL HJO VIS VIS BFL BFL HJO HJO VIS VIS BFL BFL BFL BFL BFL HJO VIS BFL BFL BFL BFL VIS BFL C B 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 26 12 26 26 26 26 26 24 26 26 26 12 12 12 D C A M A M A M A M M M M A M A M A M M A M A M A M A M M A M A M M M M A M M M SMC SMC SMC SCC SCC SCC SCC RWC RWC RWC SJC SJC RWC RWC 12 12 12 12 26 12 12 M A M M M M A SCC SCC SCC SJC SJC SJC 12 M 26 M 12 M DOC# 5 E F Jan-15 2 19 2 509 241 105 28 7 13 13 38 9 250 39 2,812 2,111 23 826 603 249 115 48 5 157 12 16 24 25 132 9 13 2 3 3 43 31 25 G Feb-15 3 20 2 501 259 105 30 7 13 12 39 9 261 40 2,814 2,143 23 886 630 271 98 48 6 156 16 18 24 26 135 9 13 2 3 43 31 24 H Mar-15 1 20 2 501 262 103 30 7 13 12 34 12 251 39 2,839 2,103 23 876 627 269 99 50 3 157 16 18 24 26 135 9 11 2 3 41 24 I Apr-15 1 21 1 500 261 103 30 7 12 12 33 12 247 39 2,901 2,046 23 860 626 269 104 50 3 154 16 19 24 26 133 10 11 2 4 3 41 31 24 R AVERAGE 2 20 2 503 256 104 30 7 13 12 36 11 252 39 2,842 2,101 23 862 622 265 104 49 4 156 15 18 24 26 134 9 12 2 2 3 42 23 24 23 13 2,390 10,832 151 62 71 22 17 2,342 10,688 161 56 60 35 10 2,310 10,406 151 58 58 38 7 2,312 10,725 165 55 51 30 12 2,339 10,663 157 58 60 485 33 660 438 32 354 484 31 310 464 30 309 468 32 408 Total Members Total Agency Fee Payers 44,023 9,687 42,551 9,175 43,444 9,728 43,938 9,580 43,489 9,543 Total Count 53,710 51,726 53,172 53,518 53,032 Bear Valley Community Services District - Agency City of Arvin City of Arvin - Agency City of Bakersfield City of Bakersfield - Agency City of Hanford City of Hanford - Agency City of Lindsay City of Shafter City of Taft City of Wasco City of Wasco - Agency Community Action Partnership of Kern Community Action Partnership of Kern - Agency County - Kern County - Kern - Agency County - Kings County - Tulare County - Tulare - Agency Court - Kern County Court - Kern County - Agency Court - Kings County Court - Kings County - Agency Court - Tulare County Court - Tulare County - Agency Edison Elementary School District Kern County Water Agency Kern County Water Agency - Agency Kern Regional Center Kern Regional Center - Agency Kings Community Action Organization Lindsay-Strathmore Irrigation District North Kern Cemetery District Public Cemetery District #1 Public Cemetery District #1 - Agency Standard School District Student Transportation of America Taft Union High School District REGION 6 Homebridge Homebridge - Agency IHSS San Mateo IHSS Santa Clara Institute on Aging/Older Adults Care Management Pathways Continuous Care Pathways Continuous Care - Agency REGION OTHER Child Care Providers United California Local 521 Staff & Officers Retired Members Chapter (521) 204 23 of 40 N:\Finance\Monthend\2015\0415\Per Capita Analysis 04152015 3 of 3 6/5/2015 THIS SHEET IS INTENTIONALLY LEFT BLANK 24 of 40 29 of 40 30 of 40 31 of 40 32 of 40 33 of 40 34 of 40 35 of 40 36 of 40 37 of 40 38 of 40 39 of 40 40 of 40