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)
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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
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¾ 1 Vice President Report
¾
Regional VP Reports
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Region 1
Region 2 - (PowerPoint presented by Matt Nathanson)
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Region 3
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Region 4
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Region 5
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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
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AFRAM Report
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APALA Caucus Report
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Latino Caucus Report
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LGBT Caucus Report
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Native American Indian Report
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Women’s Caucus Report
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PWD Caucus Report
Correspondence - none
Other Oral Reports:
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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
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SEIU International Public Division - (Powerpoint – Leading in a New World v2)
Contract Negotiations Updates
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3.
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Santa Clara County Contract
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Fresno County Unit 2
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Fresno County Contract
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Kern County Contract
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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
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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
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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
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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
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Moved by:__________________________ __ Second :____________________________
Pulled:______________________________________________________________
Votes in Favor:____________ Votes Opposed:___________ Abstentions:_____________
Motion: Carries †
Fails:
†
Tabled Until: † Date:_________
Signatures
____________________________________________
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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
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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
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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.
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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
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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
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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
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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
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Region 1 - in packet
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Region 2 - in packet
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Region 3 – none.
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Region 4 – (in packet)
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Region 5 – (in packet)
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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)
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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
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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
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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.
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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:
ƒ
B/1 – Confirmation of Fresno County Delegate Seats at the Fresno, Tulare,
Madera, and Kings County Labor Council - (pages 25-26)
ƒ
B/2 – Confirmation of IHSS Delegate Seat at the South Bay Central Labor Council
representing Santa Clara and San Benito Counties - (pages 27-28)
ƒ
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
____________________________________________
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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
____________________________________________
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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
____________________________________________
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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
____________________________________________
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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
____________________________________________
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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
____________________________________________
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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
____________________________________________
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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:
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Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________
Votes in Favor:____________ Votes Opposed:____________ Abstentions:_____________
Motion: Carries †
Fails:
†
Tabled Until: † Date:_________
Signatures
____________________________________________
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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
____________________________________________
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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:
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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.
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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:
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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.
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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.”
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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."
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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
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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
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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.
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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.”
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“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.”
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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
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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
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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”.
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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]
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June 17, 2015
KEY DATES
JUNE
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6/28:
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7/17:
RAISING CALIFORNIA TOGETHER
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65 of 73
3
A FAIR DAY’S PAY: SB 588 (DE LEÓN)
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66 of 73
4
COMPREHENSIVE IMMIGRATION REFORM
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67 of 73
5
COURTS CAMPAIGN
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new funding and limit
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68 of 73
6
RETIREMENT SECURITY FOR ALL
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69 of 73
7
BILL UPDATES
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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.
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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
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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]
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June 2015
Region 5 Report
Executive Board - June 2015
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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.
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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.
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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).
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June 2015
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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
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June 2015
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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
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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.
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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.
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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.
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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
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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
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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
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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
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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
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N:\Finance\Monthend\2015\0515\PAC & PACE 0515.xlsxMay
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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.
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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.
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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.
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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
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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
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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.
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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).
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-Sarah Zimmerman
California Retirement Security for All
cell: 408-833-9732
office: 916-288-1447
www.caretirementsecurity.org
https://www.facebook.com/secureretirementcalifornia
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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
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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.
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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
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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.
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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
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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
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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)
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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
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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
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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
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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)
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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
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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
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N:\Finance\Monthend\2015\0415\Per Capita Analysis 04152015
1 of 3
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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
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2 of 3
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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
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