EXECUTIVE BOARD MEETING AGENDA
Saturday, March 28, 2015, Start Time Saturday: 9:30am (with Regional Meetings)
9:30am – 10:15am – Region Meetings – Individual Regions Meet
Regional Meeting Packets - (blue legal documents – Regional Meetings Packet – separate packet) . Status of Membership Numbers: Member Counts, Member Participation, Leaders, Certified Stewards, Stewards, Members/Non-Members.
10:15 – 10:45am – Report Back to Executive Board from Region Meetings
10:45am – Call Meeting to Order
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 11:15 whichever comes sooner. If members arrive before 11:15 and the general meeting has begun, it will be suspended for the members’ comments. If Board action is requested, the Board may place the matter on a future agenda. All statements that require a response will be referred to staff for reply in writing.
11:00 – 12:30 – BUSINESS MEETING
FLAG SALUTE AND QUORUM:
ANNOUNCEMENTS: 1. Executive Session during Lunch if necessary; Trustee Meeting at lunch if desired. 2. Resignation of Veronica Rodriguez as a delegate – she has been hired as staff. - (pages 5-6) 3. Swearing in of any unsworn members - (pledge at back of the packet)
RESPONSES: to 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 7-8) REPORT CONSENT AGENDA: If there is anything you wish to discuss prior to approval of Motion A, please pull the item from the Agenda for discussion. What is not pulled from the Consent Agenda is considered approved without discussion when Motion A is passed. 1. Approval of Executive Board Meeting Minutes – December 6, 2014 - (pages 9-18) 2. Budget & Finance Committee Report of March 18, 2015 and January 2015 Financials – A quorum was present for the meeting - (light purple legal documents – Budget & Finance Meeting Packet – separate packet)
1 of 98 3. Good & Welfare Committee Expenditures Report – None for March 2015 Any Requests for Assistance – please send them to both RoseAnn Dominguez at [email protected] and Karen Summers at [email protected] 4. Items Pulled from the Report Consent Agenda
RoseAnn Dominguez – Request for Region 1 volunteers to the Budget & Finance Committee.
Political Agenda
1. Motion B – Political Consent Agenda: Motions B/1 – B/6 - (pages 19-32) 2. Motion B/4 – Chicago Mayoral Election – Call to April Verrett Executive VP of SEIU Healthcare in Illinois 3. Items Pulled from the Political Consent Agenda
4. Motion B/7 – Political Priorities – Riko Mendez, Political Director - (30 minutes) - (pages 33-36)
Bylaws Consent Agenda
1. Motion C and C/1 – Bylaws Consent Agenda: City of East Palo Alto - (pages 37- 40; Actual Bylaws - pink documents – separate packet on tables to share) 2. Pulled Items from the Bylaws Consent Agenda
NEW BUSINESS:
Motion D – Approval for 2016 Executive Board Election Committee Advertisements - (pages 41-42)
Motion E – Potential Appointments to the Budget & Finance Committee - (pages 43-44)
UNFINISHED BUSINESS: none
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 45-46) . Region 2 - (pages 47-48) . Region 3 - (none) . Region 4 - (pages 49-50) . Region 5 - (pages 51-54) . Region 6 - (pages 55-56) Education and Training Report - (none) Organizing Report - (pages 57-58) Communications Report - (none)
2 of 98 IT Report - (pages 59-60) Admin/Building Report - (pages 61-62) Contract Enforcement Department Reports - (pages 63-68) PAC/PACE Totals Report - (pages 69-70) Trustee Report - (pages 71-72) Industry, Caucus and Committee Report Nurse Alliance Report - (pages 73-80) Retirement Security Committee Report - (pages 81-86) SEJ Committee Report - (pages 87) . AFRAM Report - (pages 88-90) . APALA Caucus Report - (pages 91) . Latino Caucus Report - (pages 92) . Native American Indian Report - (pages 93) . Women’s Caucus Report - (pages 94) . PWD Caucus Report - (pages 95-96) Correspondence - none Other Oral Reports:
12:30pm – 1:15pm – Lunch (Executive Session if necessary and Trustee Meeting)
1:15 – 2:30pm – Kristy Sermersheim with the International Blueprint Workshop
2:30 – 3:30pm – External Organizing Presentation - (pages 97)
3:30 – 4:15pm – PRESIDENT’S REPORT: President Gwyn Harshaw - The Ignite Conference - (oral)
CHIEF ELECTED OFFICER’S REPORT: Luisa Blue - (oral) 1. Any Updates . Chief of Staff Announcement . Immigration Reform . Monterey Bay CLC Withholding per capita Payments . IHSS Jurisdictional Update
2. SEIU International Executive Board Reports . Appointment to the SEIU International Racial Justice Task Force - (yellow letter documents – Racial Justice Task Force Packet – separate packet) . Organizing Report Fight for $15 – National Day of Action on 4/15/15 in San Jose Childcare Civil Disobedience in Sacramento on 4/29/15
3. “Forward Process” for Objectors
4. Member Complaint in Region 4
4:15 – 5:15pm – Local 521 Transformation Plan: Robert Li and Catherine Balbus - (oral)
Informational Items - (none)
3 of 98 Adjournment LB/kns SEIU 521 CTW/CLC
Dinner to go will be available at the end of the meeting
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2/19/2015
Dear Fellow Union Brothers & Sisters
Please accept this letter as my resignation from the Executive Board effective immediately. As of January 26th 2015 I began my employment with SEIU 521 as an Internal Organizer, therefore I can no longer service on the governing board. It has been a pleasure working with all of you, I am grateful for all the opportunities I received and everything I have learned. I will continue to support, represent and fight for working families and the betterment of my community.
Si Se Puede Veronica Rodriguez
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SEIU Local 521 Executive Board Motion
* Motion Letter: A Date: March 28, 2015 Motion Title: Report Consent Agenda
The Following Reports have been placed on the REPORT CONSENT AGENDA for approval/confirmation without discussion. If you wish discussion pull the report from the REPORT CONSENT AGENDA –
NO Motion is required to remove a report from the Report Consent Agenda.
Committee Reports Requiring Approval/Confirmation: (as noted below)
1. Approval of the Minutes for the Executive Board Meeting of December 6, 2014 - (pages 19-28) 2. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521 Treasurer - (Violet/Purple Documents – separate from packet)
March 18, 2015 Meeting – The Committee reviewed the January 2015 Financials, and the Revised Document 2 from December 2014 - no questions were asked. B&F Item 1 – Approved - the January 2015 Financials and the Revised December 2014 Document 2 with explanation 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 and Welfare Committee Report – donations in March 2015 None Please submit all Good & Welfare requests to both RoseAnn Dominguez and Karen Summers.
* Motion A: To approve/confirm as presented ALL Reports on the Report Consent Agenda EXCEPT those pulled and listed below which will be held for discussion:
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Follow Up:
Moved by:______Second :______
Pulled:______
Votes in Favor:______Votes Opposed:______Abstentions:______
Motion: Carries Fails: Tabled Until: Date:______
Signatures
______
LB:kns SEIU 521 CTW/CLC 8 of 98 Minutes December 6, 2014 – Executive Board Meeting All business completed Saturday; no meeting Sunday Saturday 9:30am for Region Meeting and Reports Back Business Meeting from 9:55am – 2:13pm Executive Session: 12:45pm – 1:30pm
Call to order by President Gwyn Harshaw 10:00am. Regional Meetings were held prior to call to order.
Officers in Attendance at the Meeting: Gwyn Harshaw President Vacant Region 3 Vice-Pres. John Gutierrez 1st Vice President Alysia Bonner Region 4 Vice-Pres. RoseAnn Dominguez Treasurer Vacant Region 5 Vice-Pres. Karen Nakatani Secretary Tonya York Region 6 Vice Pres. Muriel Frederick Region 1 Vice-Pres. Luisa Blue CEO Matt Nathanson Region 2 Vice-Pres.
Executive Board Delegates and Alternates in Attendance at the Meeting: REGION 1: REGION 4: REGION 6: Rosemary Romo Jennifer Jensen Myrna Bravo Lesbia Reclosado Marcela Bonilla Dolly Clemente Lori Niepoth REGION 5: CAUCUS DELEGATES: REGION 2: Rudy Plaza Arvelia Cooper-Whigham Luisa Aguilar Carmen Morales Rachel Subega Linda Krolnik Javier Sanchez Regina Kane Veronica Rodriguez RETIREE DELEGATES: Herman Williams Victoria Rodriguez Carol Garvey Sonja Bennett Diane Goldwasser Gary Linsner REGION 3: none
Executive Board Officers, Members and Alternates – Excused: Muriel Fredricks Valerie Pickering OC Santiago Lydia Torres Adam Gintz Josh Wallace Laura Basua
Executive Board Members and Alternates – Unexcused: Donna Nielsen Delia Herrera George Preston Huong Chung Tammy Dhonato Imelda Ceja-Butkiewicz Sergio Garcia Jennifer Stegman Greg Gomez
Local 521 Trustees in Attendance: William Ragland Connie Chew Melanie Martinez
Local 521 Trustees Absent:
9 of 98 Phillip Brown John Roitz
Local 521 Staff in Attendance: Karen Summers Debbie Narvaez Khanh Weinberg Don Brown Robert Li Kelly Ferguson Ernest Harris Catherine Balbas Teneya Johnson Barbara Cuevas
Local 521 Members in Attendance: none
Guests: Flor Clemente Ethan Winston
Regional Meeting Feedback:
1. Regions 1 & 6 – Robert Li reported back. Goal is to build the Union by building membership and activism. Conduct real meetings with real outcomes. Build relationships by listening. Latino Caucus trip – member participation. 2. Region 2 – Matt Nathanson reported. It is disappointing that only 1/10 of members show up for regular membership meetings. They want leaders to really be leaders and either recommit or step down. Regional leadership is working on recruiting new stewards and getting them trained. 3. Region 3 & 4 – Via and Alysia Bonner reported. The Regions are working toward their goals. They are at 80% and want to increase this. They want to do more training for stewards. As far as political goals, they weren’t me. So they must regroup and set new goals. 4. Region 5 – Sonja Bennett reported back. The Kern County contract is expiring 3/15. Elections are in the works for bargaining team representatives. The Region has converted 84 service fee payers to members. They had an Unleash Power training and 68 members attended. The KMC hospital authority starts in January. Kings County October 15. Working on certification of shop steward trainings.
The following documents had been discussed in the Regional Meetings: Member vs Non-Member Analysis by Chapter was presented in the packet. Member Counts Member Participation Leaders Certified Stewards Stewards Members/Mon-Members
Open Forum
1. Tonya York Region 6 VP spoke – she is getting very involved with community action. She will meet with the NAACP about the Fight for 15 on Thursday. She is busy building relationships and sharing with community leaders.
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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 December 6, 2014, to order on Saturday December 6th at 11:00am. A quorum was present. The Regional Meetings were held at 9:30 and report backs were done following those meetings at 10:15am.
The meeting was begun with introductions of those present.
Announcements: Tickets to the Champions of Change event – Please notify Kelly if you wish to attend this two hour event in San Jose. Luisa Blue – For years we have had a working relationship with Working Partnerships, a community based organization. We’ve worked together on the living wage campaign in Santa Clara County – and won, and 2 years ago we worked together on the Civic Participation event that has built a community block of Vietnamese voters that has continued to grow and be strong. Working Partnerships is hosting its 2nd annual fundraiser which will honor SEIU 521 for our community work. It is December 11, 2014, from 6-8pm at Santa Clara University.
Executive Session during Lunch; Trustee Meeting at lunch if desired.
Roy Harris resigned his seat on the Executive Board – as 1st alternate Sonja Bennett has taken his place.
Swearing in of any unsworn members - none.
Responses to Last Executive Board Meeting Open Forum Issues:
Questions raised by Matt Nathanson – What happens when people get terminated? Does CED follow up? Do letters go out to the terminated employees stating that they have the right to representation? The procedure that CED follows was in the December packet. Kimberly stated that she and Debbie Narvaez can work with management to get a specific name of a person that the employee can contact in Region 2. Luisa Blue – We can talk further with Kimberly on this because she has concerns. Santa Clara County a copy of the discipline or termination notice goes to the steward. Other counties may or may not give notice and it may be after the fact. Matt is only concerned about terminations. Apparently stewards are getting involved late after the timelines are missed. Unfortunately, relationships between the various counties and the union vary and members don’t always know what to do when they are terminated. Matt and others feel that when we hear of the termination we need to reach out to the member being terminated. Unfortunately, this is not always feasible.
Fixed Time Item: 12:45pm-1:30pm - Lunch
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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 – September 27, 2014 2. Budget & Finance Committee Report - RoseAnn Dominguez, Local 521 Treasurer - November 19, 2014 Meeting – The Committee reviewed the September 2014 Financials, no questions were asked. B&F Item 1 – Approved the September 2014 Finances B&F Item 2 – Approved – Dates for Budget & Finance Committee Meeting Schedule for 2015. B&F Item 3 – Approved – Dues Structure for former Shawhan Chapters in 2015 and going forward. B&F Item 4 – Approved – Champion of Change Event - $5,000 from Organizing Budget. B&F Item 5- Approved – Recommendation that the Executive Board Approve the Draft General Fund and Organizing Budgets for 2015. 3. Good & Welfare Committee Report – donations in November 2014 Toys for Tots through the Working Partnership - $500 Please submit all Good & Welfare requests to both RoseAnn Dominguez and Karen Summers. 4. Notification of Officers email poll - Approval of emergency cash out of 50 vacation hours to a staff member in compliance with their MOU – voting yes: Tonya York, Alysia Bonner, John Gutierrez, RoseAnn Dominguez, Gwyn Harshaw, Matt Nathanson, Karen Nakatani.
Motion: To approve/confirm as presented all reports on the Report Consent Agenda Duly moved; seconded; passed as presented.
Items Pulled from the consent Agenda or the report Consent Agenda Pulled items from the Consent Agenda Pulled items from the Report Consent Agenda Other Oral Reports – Matt Nathanson Report on Cost Containment Committee – A few months ago breakdown in communication with CWA staff ended in a wildcat strike. Part of the resolution was that a Cost Containment Committee was created to look at the Local finances together with a goal of seeing what is true and sharing ideas to expand revenues and decrease expenditures. The spirit of the talks has been good with both sides seeing the financial state of the Local as a shared problem with both sides wanting the Local to succeed. The Committee has met 3 or 4 times. Matt was surprised how little staff knew about Local finances and how they did not believe the figures. Our Research Department has been instrumental in
12 of 98 bringing understanding of where the Local stands. Their visual slides have been very helpful is showing how the Local’s money has been spent.
Luisa Blue –We now need to implement what we have learned and work with staff and leaders to transform the Local into a union of the 21st Century while reviving the passion of the Labor Movement in the 1930’s. Abood is lurking. We must be accountable and develop a plan to increase membership. Unfortunately, many of our leaders are in name only. That must change. There is going to be training with staff and member leaders. We are going to do the work and change the politics in the Central Valley.
Written Reports & Correspondence Requiring no Action by the Board:
1. Officers’ Reports st 1 Vice President Report – John Gutierrez reported that he is working with IHSS. Regional VP Reports . Region 1 - in packet . Region 2 - in packet . Region 3 – Golden Valley group of unrepresented workers are having an election that we are projected to win. We will gain 40 -50 new members with this win. . Region 4 – (in packet) . Region 5 – (in packet) . Region 6 – (in packet) 2. Education and Training Report – (none) 3. Organizing Report – Jennifer Jensen reported on Saturday 20 Stewards participate in the first of 6 training modules. Module 2 will be held on February 21, 2015. Next they are going to Bakersfield, San Jose, and San Mateo to present the trainings. The Black Friday action at Wal-Mart in Milpitas had a great turn out. This was the best action in the entire State of California. Mary Kay Henry was there. The turnout at the Clovis Wal-Mart was also good. There was a 7% decrease in sales. 4. Communications Report - (none) 5. IT Report - (in packet) 6. Admin/Building Report - (in packet) 7. CED Report – (in packet) 8. PACE/PAC Totals Report - (in packet) rd 9. Trustee Report – Connie Chew reported that she found a few things in the 3 quarter audit. RoseAnn reported that the Budget & Finance Committee and Ming are aware of these things and Ming is working on solutions. 10. Industry, Caucus and Committee Report Nurse Alliance Report – (none) Pension Committee Report – (none) SEJ Committee Report - (none) Central Valley AFRAM - (in packet) Latino Fresno Caucus Report - (in packet)
13 of 98 APALA Caucus Report – (none) Women’s Caucus Report - (none) 11. Correspondence – (none)
President’s Report: President Gwyn Harshaw: Gwyn reported that in the last 30 days she has attended the event honoring Michelle Castro in Bakersfield, been to the CA State Legislature in Sacramento, and attended State Council meetings. She plans to be arrested in San Mateo during the IHSS Action on December 9th. She has attended Cost Containment Meetings with staff for the last 3+ months. She said that she will attend the retiree event later this month.
Chief Elected Officer Report: Luisa Blue Updates: Next Steps Transformation – The decline in union density is a serious problem and SEIU International and the Locals need to move forward and be relevant in the world today. The International is going through its transformation process in its Blueprint Committee – Kristy Sermersheim will bring a training on this which should be very helpful to the Local with its Transformation process. The Local sees our Transformation Process as bringing together the visions of staff, members, and leaders of what a union in the 21st Century looks like and how it functions into reality/ changing the culture of the union so that we are a powerful entity in this current time. Debbie Narvaez is spearheading the Local Committee with the help of Robert Li and Beth Thomas. They along with the rest of the Local Transformation Committee are at this point looking at what other organizations have done when they have transformed attempting to learn what has worked and what has not, the strengths and weaknesses of their processes to help with our process. They are currently pursuing two areas of attach: what can be done easily now and what will take a longer process to achieve.
Robert Li reported on the Freidrick vs CTA. This case is marching forward to the Supreme Court threatening the core of fundamental union principles and procedures. If Abood is overturned instantly all public sector Chapters will become open shop and although we represent the entire bargaining unit (members and non- members alike) only the members will pay for the services we provide. This will have a significant effect on our finances and potentially our power in the workplace.
Immigration Reform – President Obama’s Executive Order will cover approximately 5,000 immigrants. The International Union is getting ready for this. They have launched the iAmerica.org website. Refer to this website for any questions you may have about immigration reform. The website is in Spanish and English right now. They are working on translations into other languages. It is felt that targeting Latinos and Asian Pacific Islanders will significantly impact the next Presidential election. The Asian community is not familiar with the political process. We had a number of watch parties when President Obama spoke. The San Jose office watch party had 9 TV camera crews in their office.
Black Friday/Ferguson Missouri Grand Jury Decision/Fight for 15 – The Black Friday actions were very successful. The International is trying to link these actions with the Fight for 15 campaign, racial inequality, and homecare injustice. 50% of our
14 of 98 members do not make $15.00 an hour. 160 cities went on strike and linked it to the Ferguson Action and the New York Protests. We are linking the Fight for 15 to racial inequality and homecare. Local 521 go back to the Board of Sups in San Mateo on December 9th to try again to get a fair wage for our homecare workers. So far we have negotiated $12.65 an hour for our homecare workers but they have not had a raise in 7 years and San Mateo County has a surplus of 300 million dollars in their budget.
SEIU International Executive Board Reports:
Organizing Report – The National Public Division Organizing met this week. Two National Campaigns, workforces who need union representation have been targeted: Childcare and Adjunct Professors. The connection is education from early childhood education through College/University/Grad School education.
Other Divisions are still deciding which National Campaigns to support. The Healthcare Division is looking at private healthcare workers and hospitals. The Property Division is looking at airport workers and security guards. Security guards at Google my have an agreement.
Leaders for Action and Justice - Member leaders in action will be doing more training.
During Lunch: The Officers met in Executive Session on several issues. The Trustees met.
Motion A – Report Consent Agenda Motion: To approve/confirm all reports as presented 1. Approval by the Executive Board Meeting Minutes of September 27, 2014. 2. Budget & Finance Committee Report – RoseAnn Dominguez, Local Treasurer – The November 19, 2014 Meeting – the Committee reviewed the September 2014 Financials, no questions were asked. Five Motions were approved. B&F Item 1 – Approved – the September 2014 Financials. B&F Item 2 – Approved – Dates for Budget & Finance Committee Meetings Schedule for 2015. B&F Item 3 – Approved – Dues Structure for former Shawhan Chapters in 2015 and going forward. B&F Item 4 – Approved – Champions for Change Event - $5,000 from the Organizing Budget. B&F Item 5 – Approved – Recommendation that the Executive Board Approve the Draft General Fund and Organizing Budgets for 2015. 3. Good & Welfare Committee Expenditures Report – donations for November 2014 Toys for Tots through the Working Partnership - $500 Any Requests for Assistance – please email them to both RoseAnn Dominguez at [email protected] and Karen Summers at [email protected].
15 of 98 4. Notification of Officers Email Poll – Approval of an embergency cash out of 50 vacation hours to a staff member in compliance with their MOU – voting yes: Tonya York, Alysia Bonner, John Gutierrez, RoseAnn Dominguez, Gwyn Harshaw, Matt Nathanson, and Karen Nakatani. Motion: To approve/confirm as presented All Reports on the Report Consent Agenda. Duly moved; seconded; passed as presented
Political Agenda: Motion B – Reimbursement of the General Fund for Blong Xlong In-Kind contributions - $3,000 from the IE Account Motion: To reimburse the SEIU Local 521 General Fund for in-kind contributions to Fresno County Supervisor D-1 Campaign to Elect Blong Xlong - $21,000 Total in- kind contribution - $18,000 from the Fresno Coalition account and $3,000 from the SEIU Local 521 Independent Expenditure Account. Moved; seconded; passed as presented Luisa spoke with Blong Xlong after the election and he is still committed to mobilizing the Hmong Community and is committed to SEIU Local 521. He is in good spirits. In January the Political Department will debrief the political races and see what we did well and how we can do things better next time.
Motion C – Bylaws Consent Agenda: Motion C/1 – Pulled from the Agenda – Monterey Bay Air Pollution. Motion C/2 – Acceptance of the Golden Valley Chapter Bylaws Approved by the Localwide Bylaws Committee Motion: To approve the Golden Valley Chapter Bylaws as presented. Duly moved; seconded; passed as presented under the Bylaws Consent Agenda. Motion C/3 – Acceptance of the Monterey Superior Courts Chapter Bylaws Approved by the Localwide Bylaws Committee Motion: To approve the Monterey Superior Courts Chapter Bylaws as presented. Duly moved; seconded; passed as presented under the Bylaws Consent Agenda. Motion: To approve/confirm as presented All Reports on the Report Consent Agenda. Duly moved; seconded; passed as presented
New Business:
Motion D – Schedule for 2015 Officer’s and Executive Board Meetings Motion: To accept the schedule listed above for monthly meetings of the Officers (Tuesdays January 27, 2015, February 24, 2015, April 28, 2015, May 26, 2015, July 28, 2015, August 25, 2015, and October 27, 2015 at 6:00pm) and quarterly meetings of the Executive Board (from 9:30am Saturdays through 1pm Sundays March 28-29, 2015, June 27-28, 2015, and September 26-27, 2015 in Fresno and December 5, 2015 via video conferencing.) Duly moved; seconded; passed as presented
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Motion E – Concurrence of Appointments to the Budget and Finance Committee for Regions 4 and 5 Open Seats Motion: To approve/confirm the appointments of the President of Arvila Cooper-Whigham for Region 4 and Sonja Bennett for Region 5 to the open Region 4 and Region 5 seats on the Budget and Finance Committee. Duly moved; seconded; passed as presented
Motion F – Approval of the SEIU Local 521 Draft 2015 General Fund and Organizing Budgets. Motion: For the Executive Board to approve the SEIU Local 521 Draft 2015 General Fund Budget and the Draft 2015 Organizing Budget recommended by the Budget & Finance Committee. Duly moved; seconded; passed as presented
Motion G – Appointments to the Localwide Scholarship Recipient Selection Committee Motion: To concur the Presidential appointments to the Localwide Scholarship Applicants Selection Committee of: Bill Ragland, Tonya York, RoseAnn Dominguez Duly moved; seconded; passed as presented
Unfinished Business – Motion H – Approval of the Localwide Strike Hardship Fung Guidelines Motion: To approve the proposed Localwide Strike Hardship Fund Guidelines. Duly moved; seconded; passed as presented
There are two Committees – one is a new standing Executive Board Committee. Strike fund money is not a substitute for salary. The amount for the Chapter affected is $250 times the number in the Chapter up to a maximum of $50,000. There is an appeal process if a request for funds is denied. Each area should begin formulating what resources are already available.
Informational Item – The Book of Proceedings from the Local 521 Convention is ready and available at all offices. There were copies available for delegates at the EBoard meeting.
Matt Nathanson reported that one of the staff comments from the Cost Containment Committee is that staff feels they are not allowed to attend the Executive Board or Officers’ Meeting. Gwyn said that staff is welcome to attend these meetings, however, neither their time, lodging, and/or transportation will be paid if they choose to attend. Directors should communicate to staff that they are welcome and these guidelines.
Adjournment: Moved; seconded; passed for adjournment of the Executive Board Meeting of December 6, 2014, at 2:13pm. LB: kns SEIU 521 CTW/CLC
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SEIU Local 521 Executive Board Motion
* Motion Letter: B Date: March 28, 2015
Motion Title: Political Consent Agenda - (pages 93-94)
The Following Items have been placed on the CONSENT AGENDA for approval without discussion. If you wish discussion pull the item from the CONSENT AGENDA – NO Motion is required to remove an item from the Consent Agenda.
Political Motions: . B/1 – Endorse Sana Cruz Redwoods National Monument - (pages 95-96) . B/2 – Increase in the General Fund Contribution to COPE - (pages 95-96) . B/3 – MBCLC Annual Dinner - $3,000 - (pages 95-96) . B/4 – Contribution to the Chicago Mayor Campaign - $2,500 - (pages 95-96) . B/5 – Retiree COPE Contribution to Tim Orozco - $500 - (pages 95-96) . B/6 – Reimbursement to the General Fund of In-Kind Expenses for Ed Mitchell in Monterey Campaign - $7,185.12 - (pages 95-96)
* Motion B: To approve as presented ALL Motions on the Political Consent Agenda EXCEPT those pulled and listed below which will be held for discussion and approval or denial:
Follow Up:
Moved by:______Second :______
Pulled:______
Votes in Favor:______Votes Opposed:______Abstentions:______
Motion: Carries Fails: Tabled Until: Date:______
Signatures
______
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SEIU Local 521 Executive Board Motion
Motion Letter B/1: Date: March 28, 2015
Motion Title: Endorse and support Santa Cruz Redwoods National Monument
Recommended By: Santa Cruz County COPE Caucus
Background: Several non-profits and private trusts purchased 5,800 acres of coastal forest, known as the Coast Dairies Property, and transferred the land to the Bureau of Land Management with the intent of preserving the land in perpetuity as the Santa Cruz Redwoods National Monument. The campaign to create the monument is collecting petition signatures to encourage the President of the United States to create the monument. The creation of this monument will benefit Santa Cruz SEIU members by bringing increased revenue from tourism to Santa Cruz County. It will also create a location for our members’ families to recreate. The creation of the monument will cost tax payers nothing and the land that is being used to create the monument is not land that has a higher or better economic use as the purchasers of the land have restricted the use to non-motorized recreation.
Motion: To endorse the creation of the Santa Cruz Redwoods National Monument and to email blast the petition to the President of the United States to all SEIU members to encourage them to sign the petition. www.SantaCruzRedwoods.org
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 Executive Board Motion
Motion Number: B/2 Date: March 28, 2015
Motion Title: Increase Political Donation from the General Fund.
Recommended By: Santa Clara County/San Benito County COPE Committee
Background: 2016 is a huge political year for union members and working families. SEIU 521 currently contributes 25 cents per member into the 521 candidate account.
With upcoming issue campaigns and political campaigns, SEIU 521 will need more resources to win for members and build coalitions with other community and labor allies in California. This change will also allow us to rebuild our issues account that can help us work on ballot initiatives and local revenue measures.
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.
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 Executive Board Motion
Motion Number: B/3 Date: March 28, 2015
Motion Title: Monterey Bay Central Labor Council – Annual Awards Dinner – $3,000 from the Candidates Account.
Recommended By: Matt Nathanson, Region 2 Vice President
Background: This year the Monterey Bay Central Labor Council will have its annual Awards Dinner in Monterey on April 17th 2015. Two of our members, Doris Henry from the City of Santa Cruz and Ray Montemayor from the City of Salinas will be honored. SEIU Local 521 will also be honored for an organizing campaign.
This is an event that Region 2 members have participated in for many years. This year Matt is asking that the Executive Board contribute $3,000 for 20 seats/2 tables to the event. The tickets will be offered to leaders in Region 2, including members who will be honored for their activism over the past year.
Motion: To contribute $3,000 to the MBCLC Annual Awards Dinner on April 17th in Monterey from the SEIU Local 521 Candidate PAC.
MBCLC COPE FPPC# 841975 MBCLC Awards Dinner 2015 931 E. Market St. Salinas, CA 93905
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 Executive Board Motion
Motion Number: B/4 Date: March 28, 2015
Motion Title: Support labor endorsed candidate Jesus "Chuy" Garcia for Mayor of Chicago – Candidate Account - $2,500.
Recommended By: Santa Clara County COPE Committee
Background: Jesus Garcia is challenging incumbent Chicago Mayor Rahm Emanuel in a runoff election.
In the primary, most people thought Mayor Emanuel would win outright, but he did not. Jesus "Chuy" Garcia has made it to the runoff and is running on a platform of transparency and change. Mayor Rahm Emanuel has let private business skim hundreds of millions of taxpayer dollars for their own interests. He had done this to the detriment of the current public employees and has continuously blamed public worker pensions for City budget woes while simultaneously siphoning away funds to help private corporate interests.
SEIU members in Illinois are working hard to elect Chuy Garcia. They are walking precincts, making phone calls, and talking to their co-workers.
Motion: To contribute $2,500.00 from the SEIU 521 Candidate Account to support labor endorsed candidate Jesus "Chuy" Garcia for Mayor of Chicago.
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: B/5 Date: March 28, 2015
Motion Title: Contributions to the Tim Orozco San Jose City Council Campaign
Recommended By: SEIU 521 Retiree Santa Clara Caucus – Motion made by Carol Garvey, Chapter Chair of the Retiree Chapter
Background: A special election will be held on April 7 to fill a vacancy on the San José City Council. This election represents an opportunity for working families to elect a council member who shares our values and will fight for working families. The vacancy is a seat in San Jose that was occupied by Kansen Chu, who is now serving this area in the assembly. Kansen supported working families in San Jose by campaigning and voting for $10 minimum wage, and campaigning against Chuck Reed’s Measure B that attacked vesting rights in our pensions.
The South Bay Labor Council has done the research, and has endorsed Tim Orozco, a neighborhood advocate with strong ties to the district. Tim Orozco grew up in San Jose District 4 and has dedicated his career to public service, first as a community college instructor and then working in local and state government. Tim Orozco currently serves as a policy aide to State Senator Bob Wieckowski. Tim will turn the tide of San Jose City Council to pro‐working families and support public pensions. Tim will support raising the minimum wage to $15. Tim will be a great replacement for Kansen Chu.
Motion: To contribute $500 to Tim Orozco’s Campaign from the Retirees’ Candidate account Neighbors for Tim Orozco for San Jose City Council District 4 2015 FPPC# 1374807 2530 Berryessa Road #935 San Jose, CA 95132
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 Letter: B/6 Date: March 28, 2015
Motion Title: Reimbursement of the General Fund for Ed Mitchell In-Kind contributions - $7,185.12 from the IE Account
Recommended By: Riko Mendez, Political Director
Background: During political campaigns State and Federal laws require unions to track all in-kind contributions to political campaigns and reimburse their General Fund for the expenses spent on this in-kind work. Examples of the in-kind contributions include: phone lines, staff time, copies, food for volunteers, etc. This motion reimburses the in-kind contributions spent on the Ed Mitchell campaign.
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.
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 Executive Board Motion
Motion Number: B/7 Date: March 28, 2015
Motion Title: Approve the Political Priorities for SEIU Local 521 for 2015 through 2016
Recommended By: Political Director Riko Mendez
Background: Each year or each two years Political Priorities for SEIU Local 521 are presented to the Executive Board for their approval. This year is no different. The Political Director, Riko Mendez, has outlined the Political Priorities of SEIU Local 521 for years 2015 and 2016 on the attached sheet to present to the Executive Board for its approval.
Please see attached sheet for specifics.
Motion: To approve the Political Priorities of SEIU Local 521 for years 2015 and 2016 as outlined by Political Director Riko Mendez on the attached sheet.
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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34 of 98 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 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. 5. 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
35 of 98 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. 6. 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. 7. 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. 8. State Ballot initiatives: TBD
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SEIU Local 521 Executive Board Motion
* Motion Number: C Date: March 28, 2015
Motion Title: Bylaws Consent Agenda
The Following Items have been placed on the CONSENT AGENDA for approval without discussion. If you wish discussion pull the item from the CONSENT AGENDA – NO Motion is required to remove an item from the Consent Agenda.
Bylaws Motions and Information:
. Motion C/1 – City of East Palo Alto - (pages 105-106) - Actual Bylaws on tables – (pink)
* Motion C: To approve as presented ALL Motions on the Bylaws Consent Agenda EXCEPT those pulled and listed below which will be held for discussion and approval or denial:
Follow Up:
Moved by:______Second :______
Pulled:______
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: C/1 Date: March 28, 2015
Motion Title: Acceptance of the City of East Palo Alto Chapter Bylaws Approved by the Localwide Bylaws Committee
Recommended By: The Localwide Bylaws Committee
Background: The Localwide 521 Bylaws Committee has considered and recommended that the SEIU Local 521 Executive Board approve the City of East Palo Alto Chapter Bylaws as recommended by the Localwide Bylaws Committee.
The language is in packets on the tables – (pink).
Motion: To approve the City of East Palo Alto Chapter Bylaws as presented.
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 Letter: D Date: March 28, 2015
Motion Title: Preparation for the Localwide Executive Board Elections in January 2016
Recommended By: Luisa Blue, Chief Elected Officer
Background: It is again time to begin preparations for the Localwide Election of Executive Board Officers, Delegates and Trustees in January of 2016. The first step is to appoint the Election Committee for this election. The appointments of the Election Committee will be made at the June meeting. To accomplish this timeline we must advertise for the Election Committee positions in all leaflets and stock articles Localwide between now and the June meeting to find interested members who would like to participate in this way.
Other related motions that will be brought to the Executive Board in June for approval include: adopting the Rules, Guidelines and Procedures for the Election, acceptance of a vendor to run the election, and the decision of whether the election will be done via mail ballot or on-site voting.
This Localwide election in January 2016 is also the time for amendments to be proposed for membership vote. Any suggestions for amendments and their wording should be submitted to Pamela Rodgers to be heard and worked on by the Bylaws Committee to be presented to the Executive Board for their vote of recommendation in either September or December. (The Bylaws require that 2/3 of the Executive Board vote to recommend an amendment or a petition in favor of a proposed amendment with valid signatures of 10% of local members be received by the President before an amendment can be placed on the ballot for a membership vote.)
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.
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 Meeting Motion
Motion Letter: E Date: March 28, 2015
Motion Title: Concurrence of Appointments to the Budget and Finance Committee for Regions 1 Open Seats
Recommended By: Gwyn Harshaw, Local 521 President
Background:
There are two vacancies on the Budget and Finance Committee for Regions 1. ______and ______in Region 1 are interested in being appointed to the open positions.
Motion: To concur with the appointments of the President of ______and ______to the open Region 1 seats on the Budget and Finance Committee.
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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44 of 98 Region 1 Highlights………..
Santa Clara County Superior Court chapter has been in negotiations for over a year now and is currently in mediation however we are not hopeful that this will produce a deal as there is still a lot between the groups. There may be a strike vote in the near future here.
Community First Contract Campaign: Our Santa Clara County bargaining team has met for 7 sessions to prepare our opening proposals for membership approval in April. We have presently recruited over 120 CATs and have recruited nearly 50 new members through our CATs. We are well on our way to developing Community First proposals that have a direct benefit to our community to address the following two major community issues: wage inequality and health disparities. We have completed an economic and budget analysis for the county and are confident that this year we will be able to fight to strengthen services and invest in a cutting edge workforce.
San Mateo is working with the labor council on the living wage ordinance that was pushed during negotiations of both the county chapter and the homecare chapter both of whom won contracts with wage increases.
There are currently 5 cities on the Peninsula either preparing for negotiations or already begun negotiations for this year: Palo Alto, Menlo Park, City of San Mateo, East Palo Alto, and Mountain View.
Organizing Leadership Training: We have successfully launched the Organizing Leadership Training local wide to empower member leaders around political, external, internal, and community organizing. You can learn more about the training online.
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46 of 98 Region 2 Vice President's Report SEIU Local 521 Executive Board Meeting March 2015
Leadership Development: On February 7, 2015 we held a leadership summit of SEIU 521 members from all three counties in Region 2. We are engaged in a process of strengthening our workplace leadership, both by gaining re-commitments from our stewards, and by identifying other non-steward leadership roles for our members. We currently are holding two series of trainings, one to certify union stewards, and one to teach other union leadership skills. Both trainings are occurring in Salinas and Santa Cruz. As a result of the leadership summit, we are also putting together a standardized "new employee orientation" presentation, and working on rebuilding our steward councils.
Staffing:We have a new IO that officially started the end of January – Veronica Rodriguez. She is a former Rank and File member who is welcome addition to the Santa Cruz office and is replacing Gary Klemz who retired as of 2/27/15.Sonia Laracuente has announced her retirement on 3/13/15 and we are in the process of filling that vacancy by the end of the month after interviews are completed.Jonathan Bernhardt and Mark Weirick, 2 newest hires in Salinas office have both passed probation as of last week. They are a welcome addition to the team.
Santa Cruz County Staff currently in negotiations mode for the following contracts: City of Santa Cruz, Community Bridges, City of Watsonville, Monarch, Scotts Valley. Biggest one is City of Santa Cruz which will likely be a fight and members are pushing towards a strike if recovery is not a pathway for a multi-year contract. Workers have temporary COLAs that sunset at end of this contract in July and already have lost approx. 8% in wages since the recession hit. 1st day of bargaining scheduled for the 19th followed by a membership meeting that evening to prepare for 1st solidarity action at City Council meeting on the 24th with Public works members adopting the action. We are also moving common good proposal in bargaining that deal with responsible contracting, affordable housing, affordable healthcare. Since February 18th to date, bargaining team members have signed up 15 new members from fee payer status! This was a big test for them but they were trained for it in our bargaining meetings and asked to go to their co-workers in their area and this is what came from it. We will now be expanding it to other areas where fee payers are high and include staff goals moving forward. City of Watsonville – economics still bad but workers looking towards at least getting off furlough hopefully. City also in a pinch with $4.4 million in monies that are tied up in a lawsuit with the State that the City won. State does not want to pay it back and we are currently in talks with Assemblyman Alejo and State Council to see how we can help in getting these monies back through a targeted and strategic joint lobby effort. Community Bridges suffering cut backs. They have already reduced hours and laid off 2 staff because of budget crisis – not getting some contracts. Contract expires this July and it looks like more cuts likely with Elderday in serious budget crisis.
47 of 98 San Benito County San Benito County is preparing for negotiations and we have connected them with workers in Hollister to begin planning and working together for bargaining purposes and solidarity. We are also looking at joint state lobby efforts with County due to ERAF monies in the budget. This is approx. $3.5m that the State could forgive this County to repay given that they are in dire straits; including now being sued over the recent referendum prohibiting fracking in the county. City of Hollister – Teams in place and starting to work on what articles they want to open based on a survey. San Benito County Water District – We are hearing through the grapevine that they may have to do furloughs due to the drought, but no official word yet. We negotiated language in the last contract that would allow furloughs to occur on a schedule if the drought became more of problem.
Monterey County New chapter board elected but with some vacancies. Nominations were opened up 2 weeks ago and deadline is set for the 13th so that we can confirm signatures and the chapter can make a decision at the meeting on the 18th. Monterey County will be discussing this month and hopefully agree to move up bargaining team elections to August so that we can get members active in the campaign before the membership drop period in December. This is to avoid massive drop out of membership and build up momentum for negotiations. We hope to launch membership drive starting in August 2015. Still in negotiations for Residents contract and temporary employees. County is dragging their feet and we are now moving more aggressively to get them to respond with a real proposal rather than only rejecting our proposals. Contracts in negotiations prep now or underway aside from the 2 above: Monterey Bay Air District, Soledad, Greenfield, King City, MAOF, Monterey County Courts. City of Salinas is looking stronger Staff have been working with library activists and leaders around the Library director hiring and bilingual issues which is getting more leaders to participate in this. We have asked the assistant City manager to follow up on our numerous requests. If this fails, members are ready to take this to City council in collaboration with Friends of the Library who have been working closely with library members. We are looking at starting an organizing blitz on furlough Fridays to recruit new members and activists, beginning March 27 through the end of June. South County cities are preparing for negotiations and when we held our joint member bargaining training on February 28th, members from those cities were very excited to get to know each other and connect to do joint solidarity events, messaging and proposals that can get us closer to a “mock” master agreement for south county cities. We will also be discussing common good proposals around immigration, living wage and contracting out.
Special thanks to Debbie Narvaez for her major assistance in assembling this report.
Respectfully submitted, Matt Nathanson, Region 2 Vice President
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All Chapters:
Region 3 and 4 held their first Unleashing The Power Leadership Academy Training in February. This is a 6 month leadership academy that leaders and emerging leaders are participating in to learn how to build power in their union. The training was facilitated by Brady Calma from SEIU International.
Fresno County:
Fresno County has signed up 54 new members in the month of March through New Employee Orientation. Unit 2 Probation Techs are developing new leadership and are working to engage membership in their department. March is National Social Workers Appreciation Day. Unit 3 Members will be planning an Appreciation Day for members to participate in. SEIU Members at the County libraries have been meeting and conferring with the County over changes in job specifications. All represented classifications are participating in the process. They are also working on issues of hostile work environment in the department. Unit 4 leaders are holding labor management meetings on the call center CalWORKs Case Management System which will now be on-line. Additionally, there are members who are being denied transfers in the department, which the union has demanded to bargain over. Fresno County EWs are very engaged in the EW Industry Council. On March 30th, EW members are scheduled to meet with Diana Dooley in Sacramento to discuss the impact of ACA on Medi-Cal.
City of Coalinga:
City of Coalinga Members are waiting for a response from City Council on a proposal of a status quo contract thru June 30, 2015. The current member leadership is actively trying to recruit new members as new employees are brought onto staff.
SEIU members got a bullying manager to resign from his department head position after a thorough investigation by the City. First Student Bus Services:
First Student has elected their bargaining team and are currently recruiting CAT Team members. Bargaining is scheduled to begin in the next few months. They have also recently elected Chapters officers and have installed new Chapter President Jessica Mahoney.
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50 of 98 March 2015 Region 5 Report Executive Board - March 2015
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Region 5 Report to the Execu ve Board:
All Chapters of Region 5 News:
This year we are going to focus on new membership. Conver ng fee payers into members. This year is off to a good start. In January alone Region 5 had a total of 87 new members. Shop Stewart training and educa on has started once again. We are happy to report a high inter- est and turnout for the Shop Steward Training. In 2015 we are striving to educate more Shop Stewards. Organizing Leadership Training (OLT) has started. Lets get our shop stewards cer fied. SEIU 521 Hosted the Head Start Council on 2/21/15 & 2/22/15. Council was well a ended by var- ious SEIU locals from across the state, and 9 member leaders from Region V. We want to say congratula ons to our 2 new Chiefs of Staffs, Catherine Balbas and Robert Li. Catherine is now our Chief of Staff for the Central Valley and Robert is our Chief of Staff for the Northern Regions. For the month of February we gained 41 new members
Kern County News:
Kern County News: The Kern County Chapter S cker Up Campaign started out strong. Union members across Kern County are spreading the word by wearing s ckers in support of our bargaining team. Our bar- gaining team is op mis c because we’re taking ac on. We’re stronger together. A er wai ng since October 2013 we have a par al victory For PERB. We won our first challenge to contrac ng out in Kern County. It was found that the County of Kern violated the Meyers- Milias –Brown Act (MMBA) and the County Employer-Employee Rela ons Resolu on by failing and refusing to nego ate With SEIU. It shows the members the Union can fight back and win. We now have more than 100 CAT members. As the numbers of CAT members con nue to grow so does the member involvement.
Kern County Superior Courts: Kern County Courts employees had a big win in January. With a total of 198 votes cast. A 2 year contract extension was passed with 99% of the votes and the bylaws passed with 98% of the votes. We had 25 new membership sign ups.
Edison School District: The Edison School District wager reopener was a success. The unit received a 3.5% wage increase that will be retroac ve back to July 2014. They also received an a er hour school s pend in the amount of $1,800 annually for Cheer and Color guard coaches. The school district will con nue to pick up the cost increases to the medical plans as well.
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Tulare County News:
Tulare County: Tulare County Chapter successfully fought off and won an agency shop rescission pe on. An -union forces a empted to pass an agency shop rescission elec on for BU3. A secret ballot was held under the direc on of PERB. The “an ” forces needed 208 to pass the rescission and only garnered 110 votes. The membership has spoken. Agency shop is here to stay. Tulare County Chapter preparing to return to the bargaining table. Nomina ons and elec ons will be held in February. Tulare County workers win back wages. On February 26, 2015 PERB issued a favorable ruling ordering the County to honor the 2009-2011 contract, and pay flex promo on and merit step increases, with a 7% annual interest accrual from 2011. Tulare County Dispatchers III win over miscalcula on of over me. Tulare County is in the pro- cess of resolving the issue for impacted dispatchers. Tulare County workers WIN $4million (plus interest). The Public Employment Rela ons Board ordered Tulare County to pay $4million (plus interest) to our county workers, for lost wages from 2009-2011. Days later, Tulare County Board of Supervisors met in closed session to dis- cuss the case. During public comment, Mark Araiza made a passionate plea on behalf of coun- ty workers, families and the community at large. The plea was made to stop was ng tax payer dollars. Despite the plea, the Board voted 5-0 to file an appeal. Tulare County workers con nue their struggle for the restora on of lost wages. Tulare County chapter is back at the bargaining table this month. This year's team is Lena Case, Stephanie Souza, Ty Inman, Kermit Wullschleger, Beverly Davis, Greg Gomez, Janet Baker and Linda Cas llo.
Student Teachers of America: Student Transporta on of America Chapter is preparing to select this year's bargaining team. STA is back at the table for 2015 successor contract nego a ons.
Kings County News:
Hanford office is now staffed
City of Hanford: City of Hanford decert was beaten back and SEIU 521 won the vote by 67%. Workers win the right to keep their union voice with SEIU 521 in the City of Hanford. When a decert pe on was filed in the City of Hanford, SEIU 521 member leaders made calls, knocked on doors, had conversa ons with their fellow workers and turned the vote to keep their union in the City of Hanford. City of Hanford Chapter is currently discussing salary surveys with the employer. The team con nues to fight for its members.
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Goals: 30% membership increase from March -July 2015. Our area is preparing for reaching a 30% membership increase by engaging in a membership drive from March - July 2015. We are mapping/char ng our worksites, and are conduc ng as- sessments to assist with building leadership teams at the worksites. 30% member leadership iden fica on from March - July 2015. We are conduc ng individual assessments of workers to iden fy new worksite leaders. 25% member leader ac va on We will be conduc ng member leader ac va on mee ngs to ignite leadership opportuni es at the various worksites
54 of 98 Region 6 Report
Every Hour Counts Campaign: SEIU Local 521 and fellow LTC unions in California launched a statewide offense plan to pressure the Governor to implement the overtime rules following an injunction by the DC court judge to postpone the implementation of the FLSA expansion to include homecare providers. We held big actions in early February and Late February that garnered substantial media coverage. The executive leadership of the State Council are in conversations to determine if there are additional pressure tactics we can use to successfully implement overtime. Based on our current legal analysis, it is believed that the overtime rulemaking by department of labor will be upheld by the Courts and eventually be enforceable this summer.
San Mateo County IHSS: After 8-9 months of bargaining and campaigning, our IHSS providers concluded bargaining on Jan. 26 due to a Feb. 1 deadline established the Coordinated Care Initiative that would move our County Providers to the statewide Authority. While the victory was bittersweet, the fight was a heartfelt and worthy fight that translated into a 10% immediate wage increase raising wages by $1.15 which is generally unheard of in CA LTC bargaining. We walk away from this campaign determined more than ever to uplift homecare workers, women, and people of color out of poverty.
Pathways Continuous Care: After only a month and a half of bargaining, the Pathway negotiating team for SEIU Local 521 has entered into a tentative agreement with general wage increases of a minimum of 2% per year.
Homebridge: Previously known as IHSS Consortium, Homebridge homecare workers are in active negotiations. The Employer has voluntarily agreed to increase wages from $11.70 to $12.65 to reflect a competitive wage rate that would match that of SMCO IHSS providers. Workers in this chapter continue to bargain and will hopefully reach a satisfactory agreement.
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56 of 98 March Organizing Report By: Catherine Balbas
CALIFORNIA CHILD CARE CAMPAIGN: The California Child Care team has been quite busy in February and the first half of March preparing for the Santa Clara County membership blitz which will last roughly 2 weeks, as well preparing for the March and April lobby days in Sacramento at the Capitol. The statewide Childcare team will be lobbying in support of our new child care bill on April 29, 2015 in Sacramento.
Additionally, to prepare for the possibility of the Bill being signed by the Governor, three blitzes have been scheduled to move and organize providers in areas where we have opportunity for growth. We have organized over 15 additional providers in February. In order to help maintain membership, 521 is working on setting up electronic dues sign ups as well. And we are looking to implement this new program in the coming weeks. Lladira Baez is the coordinator and Norma Barragan lead organizer on this campaign.
CLINICS: Local 521 Organizers and researchers are working with the California Public Organizing Project (POP) to strategize organizing clinics statewide. We are exploring methods to tie clinic organizing in with the Fight for 15 and a Union as well. The POP team has assigned a dedicated researcher to this work and are working with Locals 1021 and 721 on this project. The POP team is exploring different organizing models for this campaign with the assistance of SEIU International staff. External Organizer Cesar Mata is assigned to this project along with Pearson Woods as the coordinator. Research Director Albert Carlson and Researcher Caitlin Grandison are also working on this project.
FIGHT for 15 and a Union (FF15): The FF15 campaign has added San Jose to the cities that it is focusing on. and since the launch of the San Jose campaign we have had 2 meeting with workers and signed up over 10 workers to the campaign. International lead organizer Erika Lenhart is the point person for this campaign. The FF15 campaign is planning major actions at key locations throughout the country on April 15, 2015. On April 15th we will have an action with fast food workers in San Jose which will feed into the bigger action in Berkeley later that evening. There will also be a bus coming from Fresno to the Berkeley action. We encourage all members to participate. Stay tuned for more details as they become available. External Organizer Greg Batiste is assigned to this project and Pearson Woods as the coordinator.
57 of 98 STAFF RECRUITMENT: The Local 521 external organizing team will have one new Organizer in Training (OIT) starting in the coming weeks. This new OIT passed the screening that was held on March 8 in San Jose.
We will be participating in a "One Day" organizer recruitment with the International in April 2015 to fill additional organizing slots. Applicants for external organizing positions will be screened by the international and potentially offered positions. Those that pass the screening process and background checks will be hired by the international and assigned to our Local for possible future recruitments.
Coordinator Pearson Woods is responsible for staff recruitment.
MEMBER ORGANIZING PROJECT: Members will participate in a training and membership blitz on the Child Care campaign in March in San Jose, CA.
More member Organizer trainings are being planned, schedule should be finalized shortly. Members were trained on the rap, how to make a house call and membership recruitment. Organizer Jenny Garibay is assigned to this project. Member Organizing Chair is Jennifer Jensen. Coordinator is Pearson Woods.
ASSISTANCE TO OTHER LOCALS External Organizing staff assisted Local 721 in San Bernardino County where they are organizing several thousand workers. Local 721 had filed for election on these workers and another organization intervened and attempted to take over the unit. The outcome of the elections are pending.
STAFF RETREAT External Organizing staff along with member organizing leadership, California Public Organizing Project Staff, FF15 staff and workers, Child Care Campaign staff participated in a staff retreat sponsored by Local 521. The staff retreat formally launched the 2015 work and set the stage for our upcoming work by providing education and training as well as the structure for our work. We want to acknowledge and thank those that contributed to making this event inspiring and successful. Special thanks and acknowledgement to Member Organizing co-chairs Jennifer Jensen and Alysia Bonner for the outstanding presentation and their inspiring vision for the member organizing project. They stepped in at a moment’s notice after the member organizing project organizer had to leave due to a family emergency. Additional thanks to Erika Lenhart for sending fast food workers and staff to present to us. Also, to the California POP team for assisting with planning this event and helping to make it a success.
Finally, congratulations to Lladira Baez whose promotion from Lead Organizer to Coordinator was announced at this retreat.
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February 2015 Information Technology Report By: Don Brown, Information Technology Director
1. Video conference report: A switch was replaced for video conference equipment in the Fresno. Before the switch was replaced we saw mass amounts of packet loss. After the switch was replaced the packet loss was minimal giving us a solid video conference connection for Fresno.
2. Virus break out: The SEIU L-521 network received a virus from one of our members that ran rapid through our email system. I.T. was able to contain the Virus and delete it from all the email accounts that were affected. I.T. continues to monitor any suspicious virus activity.
3. Help Desk: In the month of February the Information Technology Department successfully closed 417 Information Technology Trouble requests from all L521 staff.
4. Server updates and network security Patches: All the servers and network have been updated with all the latest security updates and patches and are monitored and configured for health and the security of our data / network.
5. Backups: Monitored and configured all the servers’ backups to be performed and monitored for disaster recovery on one central system.
6. Network printer installed: I.T. Set up a new network copier / printer in the Fresno office.
7. Multiple network drops were added to the Fresno office: I.T worked with our vendor to have needed data drops added to the Fresno office.
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60 of 98 Admin / Building / Bylaws Report - December 2014 – February 2015 - By: Pam Rodgers, Admin Director
1. Bylaws/Admin Updates: See consent agenda for bylaw approvals: The Bylaws Committee approved one bylaw to send to the Executive Board: Golden East Palo Alto. The Fresno County chapter is currently in their committee reviewing potential changes to their bylaws that may be for consideration at the June 2015 meeting. 2. Admin Team: a. Admin team continues to audit the Local 521 website to delete any obsolete information and posted all new meetings for 2015. This is an ongoing monthly audit the team performs.
b. The monthly letters were sent to members, retirees and fee payers: Letter Type December 2014 January 2015 February 2015 Total Sent Total Sent Total Sent Dues Lapse: This letter goes to all members who 386 422 Not yet reported have a gap in membership New Member: This letter goes to all members who 474 562 804 just joined Local 521 Fee Payer Notice: This letter goes to all fee payers 213 214 310 recently hired along with information about Local 521. Newly Retired: This letter goes to all newly retired 36 131 105 members to join the Retired Chapter Retired Member: This letter goes to all retirees 3 1 3 who joined the Retiree Chapter.
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3. Service Fee Mailer: We will be preparing another fee payer mailer notice – more details to follow.
4. Retiree Chapter: The leadership body held their chapter elections (candidates unopposed) and they were sworn in at the March 2015 retiree meeting.
62 of 98 Contract Enforcement Department Monetary Awards Won For Members Year 2014
Region 1 $164,354.54
Region 2 $ 72,022.28
Region 3 $ 3,000.00
Region 4 $ 3,882.00
Region 5 $ 23,200.00
Confidential Settlements $ 16,900.00
TOTAL AWARDS WON $ 283,358.82
Page 1 (CED Reports)
63 of 98 LOCALWIDE CASES REPORT FOR YEAR END 2014
Opened only in 2014/ * status * * Closed in 2014; opened any year
Other 8 cases/1 remains open as of 12/31/14
Region 1 553 cases/19 remain open as of 12/31/14 480 cases
Region 2 401 cases/14 remain open as of 12/31/14 319 cases
Region 3 27 cases/ 3 remain open as of 12/31/14 25 cases
Region 4 193/13 remain open as of 12/31/14 184 cases
Region 5 258 cases/ 9 remain open as of 12/31/14 309 cases
Region 6 5 cases/ 0 remain open as of 12/31/14 138 cases
TOTALS 1445 cases/ 59 remaining open as of 12/31/14 1455 cases
* Status cases may be Open, Referral, Follow-up, Settled, Resolved, Denied, Member Withdrawal, Pending, No Contact
** Ways cases can be closed: Settled, Resolved, Denied, Member Withdrawal, Pending, No Contact
64 of 98 CED Current Open Cases Report as of 3‐25‐15
Total by Employer Name Case Type Region Count Region Local 521 Staff & Officers Unfair Labor Practice Other 3 Campbell Union High School District Final Disciplinary Action Region 1 1 City of Menlo Park Arbitration In Process Region 1 1 City of Menlo Park Grievance Region 1 1 City of Mountain View Final Disciplinary Action Region 1 1 City of Palo Alto Arbitration In Process Region 1 1 City of Palo Alto Final Disciplinary Action Region 1 1 City of Palo Alto Grievance Region 1 3 City of Palo Alto Group Grievance Region 1 3 City of Redwood City Final Disciplinary Action Region 1 1 County - San Mateo Arbitration Region 1 1 County - San Mateo Civil Service Appeal/Personnel Board In Process Region 1 1 County - Santa Clara Arbitration Region 1 2 County - Santa Clara Arbitration In Process Region 1 7 County - Santa Clara Final Disciplinary Action Region 1 38 County - Santa Clara Grievance Region 1 49 County - Santa Clara Group Grievance Region 1 41 County - Santa Clara Investigation Region 1 1 County - Santa Clara Probationary Release Region 1 2 County - Santa Clara Recommended Disciplinary Action Region 1 2 County - Santa Clara Unfair Labor Practice Region 1 9 Court - San Mateo County Final Disciplinary Action Region 1 1 Court - San Mateo County Unfair Labor Practice Region 1 1 Court - Santa Clara County Arbitration Region 1 3 Court - Santa Clara County Arbitration In Process Region 1 3 Court - Santa Clara County Final Disciplinary Action Region 1 1 Court - Santa Clara County Grievance Region 1 2 Court - Santa Clara County Unfair Labor Practice Region 1 2 Gardner Family Care Corporation Grievance Region 1 1 Hope Services Arbitration In Process Region 1 1 Momentum for Mental Health Final Disciplinary Action Region 1 1 Morgan Hill Unified School District Unfair Labor Practice Region 1 1 Peninsula Jewish Community Center Unfair Labor Practice Region 1 1 Rebekah Children's Services Arbitration In Process Region 1 2 Santa Clara COE Grievance Region 1 1 Santa Clara COE Group Grievance Region 1 1 Santa Clara COE Investigation Region 1 1 Santa Clara Valley Transportation Authority Final Disciplinary Action Region 1 1 Santa Clara Valley Transportation Authority Grievance Region 1 1 TOTAL Santa Clara Valley Transportation Authority Group Grievance REGION 1 2 196 Chamberlain's Children Center Unfair Labor Practice Region 2 1 City of Salinas Group Grievance Region 2 1 City of Santa Cruz Recommended Disciplinary Action Region 2 1 County - Monterey Arbitration Region 2 2 County - Monterey Arbitration In Process Region 2 3
Page 1 of 3 65 of 98 CED Current Open Cases Report as of 3‐25‐15
Total by Employer Name Case Type Region Count Region County - Monterey Final Disciplinary Action Region 2 10 County - Monterey Grievance Region 2 3 County - Monterey Group Grievance Region 2 9 County - Monterey Investigation Region 2 1 County - Monterey Member Contact Region 2 1 County - Monterey Unfair Labor Practice Region 2 3 County - San Benito Arbitration In Process Region 2 1 County - San Benito Final Disciplinary Action Region 2 1 County - San Benito Grievance Region 2 1 County - San Benito Unfair Labor Practice Region 2 2 County - Santa Cruz Final Disciplinary Action Region 2 1 County - Santa Cruz Grievance Region 2 1 County - Santa Cruz Recommended Disciplinary Action Region 2 1 County - Santa Cruz Unfair Labor Practice Region 2 1 Court - Monterey County Arbitration In Process Region 2 1 MAOF Grievance Region 2 2 MAOF Unfair Labor Practice Region 2 1 Salud Para la Gente Inc Group Grievance Region 2 1 San Benito County Water District Unfair Labor Practice Region 2 1 Santa Cruz Metro Arbitration In Process Region 2 2 TOTAL Soquel Creek Water District Recommended Disciplinary Action REGION 2 1 53 County - Mariposa Grievance Region 3 3 County - Stanislaus Arbitration Region 3 1 County - Tuolumne Group Grievance Region 3 1 Golden Valley Health Center Final Disciplinary Action Region 3 1 TOTAL Golden Valley Health Center Grievance REGION 3 9 15 Central California Legal Services Grievance Region 4 1 Central California Legal Services Group Grievance Region 4 1 County - Fresno Arbitration Region 4 4 County - Fresno Arbitration In Process Region 4 5 County - Fresno Final Disciplinary Action Region 4 2 County - Fresno Grievance Region 4 7 County - Fresno Group Grievance Region 4 6 County - Fresno Informal Region 4 2 County - Fresno Unfair Labor Practice Region 4 5 County - Madera COMPA Group Grievance Region 4 2 County - Madera SEMC Group Grievance Region 4 2 Court - Fresno County Unfair Labor Practice Region 4 1 TOTAL First Student Grievance REGION 4 5 43 City of Tulare Unfair Labor Practice Region 5 1 Community Action Partnership of Kern Arbitration In Process Region 5 1 Community Action Partnership of Kern Unfair Labor Practice Region 5 1 County - Kern Arbitration In Process Region 5 1 County - Kern Final Disciplinary Action Region 5 2 County - Kern Unfair Labor Practice Region 5 3
Page 2 of 3 66 of 98 CED Current Open Cases Report as of 3‐25‐15
Total by Employer Name Case Type Region Count Region County - Tulare Final Disciplinary Action Region 5 7 County - Tulare Informal Region 5 1 County - Tulare Unfair Labor Practice Region 5 5 TOTAL Kern Regional Center Unfair Labor Practice REGION 5 1 23 IHSS Santa Clara Grievance Region 6 1 TOTAL Institute on Aging/Older Adults Care Management Grievance REGION 6 1 2 LOCAL TOTAL: 332 332
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68 of 98 SEIU Local 521 PACE and PAC as of February 28, 2015
Issues
Bank Balance as of 1/31/15 $ 5,764.94 Outstanding Deposits: None - Outstanding Motions: Membership at Kern Medical Center 12.7.13-B3 5,158.39 Available Funds - PACE 452.06 Available Funds - PAC 154.49 0.00
Candidates
Bank Balance as of 1/31/15 $ 85,375.26 Outstanding Deposits: Dec, Jan, Feb 33,054.50 Outstanding Motions: Kevin Mullin 12.7.13-B2 750.00 Rich Gordon 12.7.13-B2 1,000.00 Bob Wieckowski 12.7.13-B2 1,500.00 Paul Fong 12.7.13-B2 1,500.00 Mark Stone 12.7.13-B2 2,500.00 Luis Alejo 12.7.13-B2 1,250.00 Jerry Hill 12.7.13-B2 1,000.00 Bill Monning 12.7.13-B2 2,500.00 Carol Groom for Supervisor 2014 4.22.14-B2 1,000.00 Toni Atkins for State Assembly 2014 7.22.14-B2 2,500.00 Evan Low for Assembly 2014 10.28.14-B3 1,000.00 Kansen Chu for Assembly 2014 10.28.14-B5 1,000.00 South Bay Labor Bowling for Change 1.27.15-B1 2,000.00 Tim Orozco for SJC Council District 4 2015 2.24.15-B1 500.00 Santa Clara Democratic Party (Jefferson/Jackson) 2.24.15-B2 500.00 Available Funds - PACE 240.86 Available Funds - PAC 89,647.90 Available Funds - RETIREE 8,041.00 0.00
Independent Expenditures
Bank Balance as of 1/31/15 $ 33,682.57
Outstanding Deposits: None -
Outstanding Motions: Ed Mitchell for Supervisor 3.22.14-B6 603.90 Polling for Monterey County BOS District 2 3.22.14-B8 10,000.00 Committee fo Elect Ed Mitchell for Supervisor 2014 8.26.14-B8 4,203.14 Available Funds - PACE 175.00 Available Funds - PAC 18,700.53 0.00
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70 of 98 REGION 1 TRUSTEE REPORT – March 14, 2015 By: Connie Chew - SEIU 521 Region 1 Trustee
On January 21, 2015, I conducted a vote count of the Hope Services contract in the presence of Pamela Rodgers. She posted the results on the website following the count that the contract was ratified.
On February 17, 2015, I participated in a panel to interview candidates for internal and external campaign researchers. Finalists were selected to be reviewed by CEO, Luisa Blue.
2014 Fourth Quarter SEIU 521 Audit
On February 21, 2015, I participated in an audit in San Jose with Trustee At Large, William Ragland. He reviewed Disbursements and LMRDA Compliance (except that I asked Ming Le about the bonding of officers and/or employees who handle funds, which was found to be satisfactory).
William Ragland and I reviewed a sampling of Receipts and found some discrepancies in posting of Madera County funds. We brought this to the attention of Ming Le and she conducted research. Subsequent e-mails from her stated that a step was missed by staff, but that this would be resolved.
I reviewed a sampling regarding Assets and found supportive documentation to be better than the last audit. There was some missing information relating to a new Fresno wall, but the back-up was located by Ming Le. I questioned some information about software, but pursuant to Ms. Le, it was old software that was no longer used. Regarding information pertaining to wires, Ms. Le explained that those were moved to a new office.
William Ragland and I reviewed/compared Payroll documentation and an organizational chart. There was a question regarding one employee, but Ming Le confirmed that the employee was temporary and not permanent until January 2015.
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72 of 98 NALC Goal Statement for 2015-2016
1. Drive a workplace quality agenda that includes: Advocating for policies that promote safe staffing Advocating for policies that reduce workplace violence Drive care quality through strong and well-publicized labor management efforts Strengthen our efforts to improve nurse training & education, in our workplaces and beyond
2. Strengthen and grow our nurse union by Developing more nurse leaders, especially among young nurses Improving member communication and member education by and for nurses through development of nurse-specific materials, use of social media, and improved sharing among locals Organizing more nurses, including residual units Strengthen NALC as a credible, professional voice on all of our priority issues
3. Strengthen nurse role in broader political struggles and in building social justice movement Promote and strengthen ACA and other policies that improve healthcare quality & access in every realm Strengthen RN voice in building a broad social justice movement that addresses immigration, racial justice, and income inequality, through the Fight for $15 and other campaigns
73 of 98 Notes from the January 23-24, 2015 NALC meeting
Goals and Outcomes for the Meeting Move work of the NALC forward through the in person committee meetings Brief NALC on SEIU-wide campaigns (Fight for a Just Society) Draft the NALC goals and work plan for 2015 Discuss 2015 Nurse Alliance Convention
Committee Meetings Notes
Health and Safety: Survey of Healthcare Facility Preparedness for Infectious Disease for SEIU Nurse Alliance Leaders and Members (distributed) Checking in with Bill Borwegen re the NVAC committee Safe standards campaign update: expedited advisory process. deadline July 2016 Norma Amsterdam advocated for a national push around workplace violence prevention
Education and Training: The committee is recruiting new members Committee will drill down more at the local level on educational benefits Flagged the requirements around the BSN in some places as an important issue for the committee Recommends that the NALC revisit its position on the BSN and create new position paper
HCPA Presentation (Powerpoint)
Quality and Policy Staffing principles work is ongoing Add transparency Beginning point for the outline of positions on staffing legislation
Healthcare Division Highlights (Kirk Adams) Request for an analysis of how many nurses are in the union Information about March 4th Supreme Court King V Burwell actions (forthcoming) Position paper on quality projects - case studies New glossy/brochure on the work of the nurse alliance: work NALC has done, members, etc. How we keep internally organizing (skills, tools, etc)
74 of 98 NALC Work Plan and Goal Development 2015-2016 beginning work on goals statement. Will reconvene the work on the February call. Draft statement: 1. Drive a workplace quality agenda that includes: Advocating for policies that promote safe staffing advocating for policies that reduce workplace violence Drive care quality through strong and well-publicized labor management efforts Strengthen our efforts to improve nurse training and education, in our workplaces and beyond 2. Strengthen and grow our nurse union by Developing more nurse leaders, especially among young nurses Improving member communication and member education by and for nurses through the development of nurse-specific materials, use of social media, and improved sharing among locals organizing more units, including residual units strengthen the NALC as a credible, professional voice on all of our policy issues 3. Strengthen the nurse role in broader political struggles and in the broader social justice movement Promote and strengthen the ACA and other policies that improve healthcare quality and access in every realm Strengthen the RN voice in building a social justice movement that addresses immigration, income inequality, and racial justice through the FF$15 and other campaigns
Quality Meeting Debrief (Diane Sosne, powerpoint) debrief of meeting in Texas earlier in January Vast majority of hospitals are being penalized method of new organizing and member engagement (AGH example) How can we talk about this work as a way to organize grant funding Folks want quality to be a featured topic at the October 2015 NALC convention.
Ebola Debrief (Dian Palmer, Ingela Dahlgren-powerpoint)
National survey documenting current level of preparedness of healthcare industry Continued education of healthcare workers Federal OSHA preparing new guidelines Fall 2015 Push for regulation like Cal/OSHA Aerosol Transmissible Disease Standard (ATD) passed in California in 2009
Debrief of the Midterm Elections (Leslie Frane) Overview of work done by locals/members: doors knocked, calls made, turnout
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Upcoming meeting dates •April 9-10, 2015 in Washington, DC •June 12-13, 2015 in Detroit, MI •October, 2015 TBD •January 29-30, 2016 in Oakland, CA
Follow-up items
Continue to work on goals statement and timeline for 2015-2016 Location and dates for 2015 Fall Convention TBD Return completed surveys to Ingela/Mark NALC informational glossy
-- Elizabeth Royal Coordinator, SEIU National Nurse Alliance 1800 Massachusetts Ave, NW Washington, DC 202-351-9085(Cell) 202-730-7819 (Office) 202-350-6621 (Fax)
76 of 98 Hospital Quality Measures and the financial impact on our hospitals
This is a brief explanation of the two main hospital “quality” programs that acute care hospitals in the US are currently required to report on as part of their Medicare reimbursements. A portion of their Medicare reimbursements are adjusted based in part on their performance as part of Medicare reimbursements under the Patient Protection and Affordable Care Act.
It is important to note that although this covers only Medicare‐reimbursable quality measures, many other hospital payers are adopting same or similar payment/reimbursement measures, federal legislation is currently pending to expand/increase some of these (in order to find additional savings for other healthcare services), and other payers and states are starting to publicly report same or similar information about hospitals’ quality performance, thus possibly impacting future payments and consumer choice in the near future.
1. Hospital Readmissions Reduction Program
In October 2012, CMS began reducing Medicare payments for hospitals with excess readmissions. Excess readmissions are measured by a ratio, by dividing a hospital’s number of “predicted” 30‐day readmissions for heart attack, heart failure, and pneumonia by the number that would be “expected,” based on an average hospital with similar patients. A ratio greater than 1 indicates excess readmissions, and those hospitals receive a cut/reduction in their Medicare payments.
In fiscal year 2013 the program withheld up to 1% of regular reimbursements for hospitals that had too many patient readmissions. Under the ACA the maximum penalty will increase to 3% by 2015 and be expanded to include readmissions for other medical conditions.
A briefing paper on the Readmissions Reduction program can be found online at http:// www.healthaffairs.org/healthpolicybriefs/brief.php?brief_id=102
2. Hospital Value‐Based Purchasing Program
This program adjusts hospitals’ payments based on their performance on three domains that reflect hospital quality: the Clinical Process of Care Domain, the Patient Experience of Care Domain, and the Outcome Domain.
Under this program, Medicare reduced payment rates to hospitals by 1.25% in the most recent fiscal year. It set the money aside in a $1.1 billion pot for incentives. While every hospital is getting something back, more than half are not recouping the 1.25% payment they initially forfeited, making them net losers.
The amount of money at stake increases to 1.5% of payments in October 2014 and continues to grow by a quarter percent until it reaches 2%.
77 of 98 As can be seen on the chart below, this year 45% of a hospital’s score is based on how frequently it followed basic clinical processes of care, such as removing urinary catheters from surgery patients within two days in order to decrease the chance of infections.
Thirty percent of the score is based on how patients rate the way they felt they were treated at the hospital, such as whether doctors and nurses communicated well (more information on the
Patient Experience / HCAHPS domain is attached in a separate document)
Medicare added its first measure of a medical outcome, looking at the death rates of patients admitted for heart attacks, heart failure or pneumonia. Those mortality rates, calculated from the number of Medicare patients who died in the hospital or within a month of discharge, count for 25% of the hospital’s score. Other outcomes measures include things like pressure ulcers, falls, and some hospital‐ acquired infections.
How important is each measure? This chart shows the relative weighting of each measure, and how that changes over time. As the chart shows, there will be relatively less importance on clinical processes of care and more importance to outcomes and mortality, while patient experience will remain roughly the same and will remain a significant portion of this reimbursement calculation.
FY Clinical Patient Outcomes (Mortality, patient Efficiency (Medicare Process of Experience of safety, Hospital – Acquired Spending per Beneficiary Care Care / HCAHPS Conditions, HAIs) measure) 2013 70% 30% (report only) N/A 2014 45% 30% 25% N/A 2015 20% 30% 30% 20% 2016 10% 25% 40% 25% See attached list of HCAHPS survey questions, and the full list of Hospital Acquired Conditions.
78 of 98 Key Follow Up from SEIU Healthcare Hospital Quality Projects Meeting January 12‐13 2015 * Dallas TX
NEW PROJECTS: 7 Locals identified new projects they would like to launch this year, or specific expansions of existing projects.
RESOURCE CENTER: An online Resource Center to serve as a central clearinghouse of education and training materials, reference/information, project summaries, etc. We will use “Wiggio” for this site, which will serve as a place for Local
Union and LMP staff and leaders who are working on projects inside union hospitals to improve quality patient care, cost‐savings, patient experience, and worker Health & Safety (as it relates to patient safety).
• LaDawna has set this up and invited all meeting attendees. We can also invite NALC leaders, or anyone else Locals would like to have access to this site, if they are either working on projects inside their union hospitals now, or expect to in 2015.
A MODEL PRE‐PROJECT TRAINING CURRICULUM: Four Locals agreed to work together to share existing Local Union Staff and Member training curriculums and create one model “pre‐project” training curriculum on why SEIU Healthcare is leading on this work, and how this is a position of power rather than weakness. (There was some discussion in the room about the need to hold discussions in Locals about why we are working to claim work that has historically been seen as “management rights”)
• Locals UHENY, Local 721, UHW (Kaiser Division), and HCPA will work together on this, led by Sue Wasstrom at the 1199NY LMP. Rebecca Riofrio of the SEIU Member Leadership Develop Program will help support and coordinate this workgroup.
TELL OUR STORY: Brand and Publish what we have. There was much discussion about the need to publish our work, and to craft future projects such that they will be publishable.
• SEIU Committee of Interns and Residents has experience with publishing about their work on quality, and offered to help support a workgroup identified that will follow up on several of the key ideas generated in the meeting.
RESOURCES: Locals will have access to some resources through the IU to support new projects in 2015, including (IMPORTANT NOTE: This is pending approval of the division budget at the DLB, and the overall IU budget at the IEB this week)
• Matching Lost Time funds for hospital members to work on specific projects, either joint labor‐ management projects (as modeled on the HCPA model) or in union‐unilateral projects where employers are not yet ready to partner with us (as modeled on the UHE Florida Tenet member‐ survey project). We will issue a standard Proposal Template for locals to see the requirements to obtain this funding and make their proposal.
79 of 98 • Training curriculums, educational materials, and optional on‐site training and education support.
• “Costing” expertise to help analyze hospital performance on quality measures, and determine potential cost‐savings to our employers.
• A professional full‐color, professionally written and designed brochure (in development) that showcases our work to date, in order to help make‐the‐case to hospital employers to partner with us (will be mailed to Locals who request it, and Locals can determine how to use it, such as a “leave behind” after a leader‐to‐employer conversation)
• On a case‐by‐case basis, there will be some limited “Facilitation” support funds for the start of join projects (when we have agreement from the employer, and after the union has already taken steps to do initial staff education and member surveying). The idea is to replicate, though to a much smaller degree, the LMP staff expertise that Kaiser and 1199NY projects have access to.
80 of 98 SEIU Local 521 Retirement Security Committee Report To SEIU Local 521 Executive Board March 2015
The SEIU Local 521 Retirement Security Committee continues to meet approximately every two months on a local-wide basis. Here are a few recent highlights:
1) On March 3, 2015, the Local 521 Committee helped to host a statewide in-person and telephone interview with Henry Jones. Mr. Jones is a current member of the CalPERS board, and is running for re-election in 2015. He is elected by all the retired members of CalPERS, and is seeking SEIU’s endorsement. This continues our efforts to become more active in the elections for the board members who govern our retirement boards.
2) On March 6, 2015 union members and staff from 7 different public Sector SEIU locals and the International Union met in Sacramento for a day-long meeting to discuss our priorities and plans for Retirement Security on a statewide basis. Our union was represented by myself, Rachel Welch, Brian O’Neill, Ann Cervantes and Adam Urrutia. The three issues that will focus our work are: a] Fighting to protect and strengthen existing pension benefits for workers who have them b] Fighting to protect and strengthen the Social Security system c] Fighting to win new retirement benefits for workers who do not have them, through the Secure Choice Program
We have identified some key issues in how we do our work, including the importance of tying the retirement security campaign in with the work we are already doing in our local unions (new member organizing, preparing for the effects of a possible repeal of agency shop, the Fight for Fifteen organizing effort, etc.)
3) The Secure Choice board, which has the responsibility for developing the specifics of a new statewide retirement program for workers who lack a retirement plan is now fully operational and they have raised all the funding they need to do their work. They have chosen partners to do the research and legal work needed to assemble the program.
4) The Local 521 Retirement Security Committee will meet again on Tuesday, April 14 at 6:00 pm via videoconference in each of the union offices. Please contact me or Brian O’Neill if you wish to be added to the contact list for the committee.
Respectfully submitted,
Matt Nathanson
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SEIU LOCAL 521 SOCIAL ECONOMIC & JUSTICE COMMITTEE
ACTIVITY REPORT January 2015 – March 2015
January 2015 – Social Economic and Justice members participated in the Western Workers Labor Heritage Festival to celebrate the artistic & spiritual culture of labor and working men and women. It was a three-day festival of workshops, and, presentations held Jan16th – 18th, 2015. Caucuses attended various Martin Luther King commemoration events throughout the local.
February 2015 – Discussed and analyzed our role and participation in the upcoming US Social Forum held in San Jose June 24th – 28th, 2015. The US Social Forum has been one of this country’s largest successful movement to give a space for people to come together to develop solutions to the economic and ecological crisis. SEIU Political Organizer deliberated with the SEJ committee regarding the SEIU local 521 Political Plan.
March 2015 – Discussed establishing the 2015 SEJ Summit Committee for this year SEJ Summit that will be held at the San Jose office on October 10, 2015. Upcoming events for this quarter include: participation in the Cesar Chavez commemoration events throughout the local; participation in the Reel Works Festival – ( Reel Work brings award-winning documentary film producers, workers, activists, students, and the public together with the goal of increasing community awareness of the central role of work in our lives and to discuss economic & global justice issues).
87 of 98 AFRAM San Jose Quarterly Report Jan – March 2015
1. January MLK Luncheon
2. Black History Movie Night "Sankofa" Attend monthly meetings for the following organizations as wells as a committee member. SCC Alliance of Black Educators Planning for Annual Student Recognition Event (May 3, 2015), SJSU Black Leadership Kitchen Cabinet of Silicon Valley addresses issues across SCC that pertain to the African-American Community and students as a result of the BLKC we recently now have a Black Police Chief in San Jose. The BLKC has taken on many other issues in SCC with positive outcomes and results.
3. Donation to the SJ Multi-Cultural Guiled Performance for students on "HIV Aids" in East Side Unified School District
4. California Alliance of African-American Educators Donation for STEM (Science, Technology, Engineering and Math) program for African-American students
5. Attended the California Association of African-American Superintendents and Administrators Conference included workshops to improve outcomes for African-American students Committees were also formed at this conference to ensure the educational success of African- American students.
6. Planning to attend the 2015 National AFRAM Conference
7. Outreach and Recruitment
88 of 98 SEIU LOCAL 521 AFRAM Fresno Caucus ACTIVITY REPORT Jan- March 2015
AFRAM Central Valley (CV) was finally able to be titled AFRAM Fresno effective April 2014.
AFRAM Fresno kept up meeting monthly meeting, SEJ meetings and Budget & Finance and Executive board meetings for January. We were also able to attend other Caucus’ & COPE meetings.
AFRAM Fresno has been displaying their new banner in the Unity Hall in Fresno’s Local 521 office with a sign out/in when taken from the Hall.
AFRAM co-hosted with the other caucuses a great Wrap-Up Event in Dec 2014. It was well attended by our members and their families.
AFRAM Fresno attended Leadership training in January 2015 to help build a Stronger Together Framework.
AFRAM Fresno also attended activities in Fresno for the Martin Luther King weekend starting with Garlanding Ceremony for the head statue of MLK Friday the 16th. Saturday the 17th we attended the MLK Breakfast at Clovis Veterans Memorial Bldg. On Monday the 19th we attended the MLK March through downtown Fresno and attended the program at Fresno Veterans Memorial Auditorium.
AFRAM hosted their 2nd Annual Black History Month Celebration on Feb 28, 2015. The Guest Speaker was Marilyn Moore, Retired Fresno Unified School District Counselor for High School Students. Our theme this year: Celebrating Our Greatness. We had the dialogue that our Local Black Business should be mentoring to our youth as young an 8 year old to Senior High Schoolers who need someone to show them the way after high school and into their chosen careers. The children were linked up with their mentors and there will be follow-up with both the mentees & mentors. The food was potluck style with Fresno AFRAM paying for the fried and baked chicken. Trivia games in relation to Black History which was awarded by gift cards (Starbucks, Chick-fil-let & Movies), figurines and Black inventions items.
AFRAM Fresno members and leadership are now participating in the phone banking for member listening circles for chapters as well as conversations with our members on ongoing local SEIU commitment pledges and activities.
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. We are working with our Western Leadership on upcoming events, i.e. National AFRAM Convention taking place this year in Detroit, MI. We are able to send: Arvelia Cooper-Whigham, Pres; Barigye McCoy, Sec & Treasurer; Alysia Bonner, Sgt of Arms; Patricia Strattman Clay & Darlynn Qualls to the convention.
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AFRAM Fresno is working on doing road trips to further our awareness and sponsor a positive Community-oriented reputation and also to be a fundraiser to increase our opportunities to work our Community.
AFRAM Fresno is looking into working with our local Parks to do Adopt-A-Park, Adopt-A- Highway and work with the Westside Boys & Girls Club in one of their activities.
AFRAM Fresno will be working on attending the Western AFRAM meetings with San Jose AFRAM so that we can continue on building a strong relationship among our brothers and sisters in the Western Region. To also develop our Leadership skills by working with our International/National AFRAM for membership, Immigration Reform and a fair budget with great health coverage.
AFRAM Fresno will be purchasing SEIU Purple materials to use in meetings and events as gifts and raffles.
Submitted by: Arvelia Cooper-Whigham
90 of 98 Hello sisters and brothers,
These are activities that San Jose and San Mateo APALA members have been participate for the last three months :
December : We have a grand Holiday celebration with the help from SEIU staff, raffle all of the gifts from May Heritage celebration. We had a wonderful time and looking forward to a great New Year 2015.
January: We did not have meeting since the Chinese New Year in February and January was not much things going on. Therefore, we had the meeting on the 21 of Feb. San Jose APALA's plan for 2015 are : Meeting outsides, taking field trip to Stanford, museum, volunteering in our communities, taking classes for computer operational techniques, English, how to email etc.. Luis Aguilar volunteers for re-design the APALA 's logo. We are planning to visit to NEXT DOOR neighbors (a non profit agency for Women and children of Domestic Violence) Possible inviting a guest speaker from this agency to APALA meeting.
March : on March 5, Chairperson approved for Annual Payment fee to San Mateo Central Labor Council (25.00) We will have a meeting on the 21 of March our regular monthly meeting. Hopefully, members will be back after Lunar New Year, few of them went back to their home country for the holiday.
All the best,
Heidi Pham
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Fresno Latino Caucus Submitted by Lorenzo Lambaren
This quarter the Fresno Latino Caucus has been actively participating in citizenship drives & voter registration. We attended our annual Martin Luther King Events for example Community breakfast and March. We have collaborated with Mi familia Vota in various community events such as Comprehensive Immigration Reform press conferences & citizenship preparation workshops. We continue to engage our efforts in making a positive impact on our community. We are collaborating with the Fresno Immigration Coalition in developing a large scale event to occur in April 2015. We continue to advocate & engage our community. This year we are continuing to have our 7th annual Cesar Chavez Art Contest. However it has been expanded to include middle school & high school students.
San Jose Latino Caucus Report Submitted by Rachel Subega
Our Latino Caucus met on 03-07-15 having 17 members attending. We will be participating in the Mexican Aztec New Year celebration on 03-14-15 and 03-15- 2015. We are also gearing towards our Cesar Chavez celebration on 04-04-15 at our union hall.
92 of 98 SEIU LOCAL 521 Native American Indian Caucus ACTIVITY REPORT Jan- March 2015
NAIC Fresno settled on logo and will continue to move forward with a banner.
NAIC Fresno kept up meeting monthly with SEJ meetings. We were also able to attend other Caucus’ meetings.
NAIC Fresno attended Leadership training in January 2015 to help build a Stronger Together Framework.
NAIC Fresno also attended activities in Fresno for the Martin Luther King weekend starting with Saturday the 17th we attended the MLK Breakfast at Clovis Veterans Memorial Bldg. On Monday the 19th we attended the MLK March through downtown Fresno.
NAIC Fresno looks forward to building community ties with the Native American Indian community and is planning on attending POW WOWs in the area, next one is the Big Sandy Ranchera
NAIC Fresno donated $250 to TANF (Temporary Assistance for Needy Families)
Submitted by: Alexander Betancourt
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WOMEN’S CAUCUS QUARTERLY REPORT MARCH, 2015
This year will see the beginning of a long list of activities and community interaction that will lead up to the tenth anniversary the Women’s Caucus on December 5, 2005.
January started with the observance of the works and contributions of the late Dr. Martin Luther King Jr. with participation in the annual Community Breakfast. Many Women Caucus members also participated in the Martin Luther King Jr. March and Commemorative Program.
February 21, 2015 was the first “Queen For A Day” at Holy Cross Women’s Day Shelter. This is an event that not only does the ladies who avail themselves of the services at Holy Cross look forward to but the ladies of the Caucus. The Caucus also continues to accept donations of toiletries for the ladies of Holy Cross.
Giving back to the Community has always been something the Women’s Caucus has been very active and passionate about for many years. Kid’s Day, March 3, 2015 found many members selling special editions of the Fresno Bee on street corners, at businesses and their own place of employment. The proceeds from Kid’s Day benefits Central California Children’s Hospital. Members of SEIU Local 521 raised $441.
March 1, 2015 through March 31, 2015 is Women’s History Month with March 8, 2015 specifically International Women’s Day. The theme of this year’s observance was “Weaving The Stories of Their Lives”. Saturday, March 22, 2015. The keynote speaker was Chris Correra of Holy Cross Women’s Day Shelter spoke on her backstory and how it has shaped her life and history. Entertainment was provided by The Raging Grannies. The Ragie Grannies is an activist organization who dress up in clothes that mock stereotypes of older women and sing songs of activism. Traditionally a diaper drive is held at the Women’s History Event for Holy Cross. Approximately 20 packages of diapers were collected.
The Women’s Caucus has many upcoming events being planned to help not only empower members but give back to the Community.
DON’T FORGET! PLEASE COLLECT TOILETRIES FOR HOLY CROSS WOMEN’S DAY SHELTER.
94 of 98 SEIU 521 PWD Local Caucus 2015 1st Quarterly Report
3‐17‐15
Written by: Mrs Ellen Rollins, SEIU 521 PWD Chair
It has been a very challenging first quarter for PWD as we move into the development and our participation in the SEIU National PWD Conference to be held in San Jose at local 521 August 21st through August 23rd. SEIU 521 PWD will be hosting a US Social Forum Disability (PMA) Peoples Movement Assembly simultaneously with SEIU 1021 PWDs on May 17th streaming live to SEIU 503 Oregon and SEIU 925 & 775 Washington State. This event is in preparation to implement the Disability Movement School , a two day event, SEIU 521 & 1021 Disability Caucuses will be hosting at the June 23rd – 24th US Social Forum Event here in San Jose CA. We hope to see any and all of you there.
SEIU 521 PWD has entered the year 2015 beginning with its Kwanzaa events, co‐hosted this year, in community partnerships with African American Community Service Agency and African American Journey Exhibit housed at the 1st AME Zion Church of San Jose. We were rained out of our Youth Media Training presentation held at the AACSA. It will be rescheduled in partnership with the eastside school district mentorship program in the 2nd quarter. Sister Myrna Bravo and I participated in the Annual Crab Feast at the Palo Alto Senior Center on February 28th as they have been selected to all receive PWDs Donation to assist with their 2015 Thanksgiving Community Dinner, as well as the Live Oak Adult Day Care center here in Santa Clara.
PWD has been actively working in the development of the US Social Forum to be held here in San Jose, CA this June; since October 2014. PWD & AA Journey Exhibit have joined to Chair & Co‐chair the US Social Forum Program and Cultural working groups. SEIU 521 PWD Hosted the Move To Amend US Social Forum Jan. 31st at our Zanker Rd office. It was a wonderful event which shared with us how a PMA was structured and implemented. Every seat was filled in our great hall area until 5PM on a Saturday.
SEIU 521 PWD sponsored lodging for 5 participants at the January Western Workers Heritage Festival during DR MLK’s weekend celebration in January. SEJ 521 sponsored, participant, admission and registration to the event. It was, as usual a stellar event. The organizing of strategies through the Arts is an amazing training and experience. The connections to long term unionist and activist, whom keep you strong and focused on the Purpose/focus so you can pivot around the, stuff. “Another World Is Possible”, the behavioral goal in collaboration; Before You Speak: Is it Kind? Is it True? Is it necessary? In difficult times one must not become cynical. Brother Bill Coillier, Activist responsible to hold the line before the march for Dr. King sang “Who would have thought I’d still be fighting 40 or 50 years down the line”? When you are in the trenches fighting inequality the Arts give you a fresh look at the issues.
95 of 98 I will represent SEIU 521 PWD Sat. 21st in Santa Cruz, to honor Bro David Winter’s a SEIU member. Bro David was one of the Founders of the Festival. He passed a way, a few weeks before January 2015 festival event. He was a kind man. I really got to benefit from that kindness 2013 when I accompanied a wheelchair bound participant to the festival, around transportation needs. As Brother Bill Collier reported, “He was kind to me.” I will take certificate of recognition of Bro David Winters College staff.
March SEIU 521 produced a Women’s History exhibit that will be featured as part of our Disability Caucus participation in a History series, “Women of Antiquity” for our 2015 Women’s History Celebration. This exhibit will also be featured in the History of Black Women in migration and American Labor and is produced as the 2016 focus of Economic/Global Labor, indicators, of anti‐ Poverty campaign issues and actions to reduce disabilities. Phase A 2015: How Women Faired in global migration and American developing labor practices. Phase B 2016: How are Women fairing Present in global migration and American developing labor practices in Health Delivery Service & Care. Due to my daughter’s illness and her discharge on the Day of our Women’s History Event; I could not bring the exhibit to Fresno. We will send photos and participate next year.
Members, ally’s and community associations are excited at the movement to and associative membership for SEIU 521 PWD Caucus, as the Retirees have. We hope to have cleared all hurdles to achieve and announce this opportunity at our PWD National Conference in August.
SEIU National PWD, takes this formal announcement to request the assistance of SEIU 521 approve SEIU 512 accounting take on the management of SEIU international Funds for the developing SEIU PWD activities hosted in Santa Clara County at SEIU 521 PWD. At SEIU PWD National meeting 3/10/15 international liaison Sis Melissa Pinnick requested I Chair Sis Ellen Rollins start this process, we have 6 months before the Nat. Conference. Venue, Program, food and other conference cost will need to be coordinated.
Thank You
Sis Ellen Rollins, SEIU 521 PWD Chair
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SAVE THE DATE: APRIL 29TH The Rally for Children
Our coalition of Family Child Care Providers, early education and children’s advocates, parents, and Kid Governor is making historic strides! Just this past February we joined Senate Pro Tem Kevin de León in Sacramento for the unveiling of The Raising Child Care Quality and Accessibility Act (SB-548) and we generated a tremendous buzz around the State Capitol. Something is finally being done about fixing California’s broken child care system, and we’re leading the charge.
We need your support once again in Sacramento on April 29th for a rally and lobby day to make #SB548 a reality.
Join us to demand a child care system that truly values California’s children and the providers that care and teach them!
The Rally for Children Event April 29th from 8:00AM to 3:30PM South Steps of the California State Capitol Lobby Training and Lobbying: 8:00AM Rally: 12:30PM www.raisingcaliforniatogether.org | #SB548
I commit to participating in The Rally for Children Event. I want to join the growing number of Family Child Care providers, parents, and early education advocates supporting The Raising Child Care Quality and Accessibility Act (#SB548).
I can’t attend The Rally for Children Event, but I support The Raising Child Care Quality and Accessibility Act (#SB548).
Name ______Zip Code ______
E-mail ______*Cell phone: ______
*By including your cell phone number you are authorizing SEIU and its locals and affiliated and partner organizations, using various automated technologies, to call you and send text messages to you. We will never charge you for text message alerts, but carrier message and data rates may apply. Text STOP to 787753 to unsubscribe, or HELP for more info. 97 of 98 Officers’ Installation Obligation
“I, (name) ______, accept my responsibility as an elected officer of the Service Employees International Union, and I pledge that I will faithfully observe the Constitution and Bylaws of the Service Employees International Union.
“I pledge that I will provide ethical, responsible leadership, representing our members, and organizing new workers to build power to win for all.
“I pledge to make the growing gap between the rich and everyone else the problem of our time, to inspire and support workers everywhere who are ready to take collective action to lift wages and create family-sustaining jobs, to elect political leaders on the side of the 99% and to hold them accountable when they support politics that benefit the 1%.
“I agree to defend the principles of trade unionism.
“I will not knowingly wrong a member or see a member wronged if it is in my power to prevent it.
“I pledge to exercise leadership based on the SEIU standards of: Shared unity of purpose; Openness to questions and willingness to learn; Acting with the courage of our convictions; Working together with accountability; and Commitment to inclusion.
“I believe in and will fight for the SEIU vision of a just society where all workers are valued and people respected, where all families and communities thrive, and where we leave a better and more equal world for generations to come.”
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CHIEF ELECTED OFFICER’S REPORT FOR THE EXECUTIVE BOARD MEETING March 28, 2015
1. Updates:
Chief of Staff Announcement
Immigration Reform
Monterey Bay CLC Withholding per capita payments
IHSS Jurisdictional Update
2. SEIU International Executive Board Reports
Appointment to the SEIU International Racial Justice Task Force - (remainder of the packet)
Organizing Report
o Fight for $15 – National Day of Action on 4/15/15 in San Jose
o Childcare Civil Disobedience in Sacramento on 4/29/15
“Forward Process” for Objectors
Member Complaint in Region 4
THIS SHEET IS INTENTIONALLY LEFT BLANK Racial Justice Taskforce Draft POP – March 17th
Purpose:
To drive a ten month-long learning process to develop a shared union-wide analysis of structural racism against African Americans, its connection to economic inequality, and to make recommendations on our union’s role in fixing it.
Process: Through thoughtful dialogue and engagement with experts, allies and others, we will take Task Force members on a journey to deepen their understanding of the key elements of structural racism against African-Americans (i.e. criminal justice, jobs/wages, housing, healthcare, politics, education, etc.), and how these elements fuel economic injustice for everyone.
Outcomes: After exploration and analysis, we will reach the following outcomes: a. Shared Union-wide analysis b. Recommendations for what our union can do to fix the problem c. Task Force members will become “ambassadors” on racial justice, able and willing to take lessons we have learned deeper into our union (IEB, locals, etc) and communities d. Recommendation for greater direction, alignment and unity of purpose throughout our Organizational Equity work in locals and the IU
1 Status of Task Force Appointments
Healthcare Public Property Staff/Misc.
Marge Robinson, HCMI Mel Grieshaber, MCO David Huerta, USWW Inga Skippings Dave Pickus, 1199NE David Holway, NAGE Nancy Cross, 1 F/T Driver TBD
April Verrett, HCII Tamekia Robinson, 1000 Kyle Bragg, 32BJ Kerry Jones, BOLD
Faith Culbreath, ULTCW Alphonso Mayfield, FPSU Jaime Contreras, 32BJ Bernard Moore, OE/I
Becky Williams, 1199WKO Roxanne Sanchez, 1021 Elsa Caballero, SEIU TX Tom DeBruin
George Gresham, UHE Gilda Valdez, 721 Jean Hervey, WU Kendall Fells Lisa Brown, UHE Luisa Blue, 521 Harris Raynor, WU Nicole Berner
Anouh Vang, UHW Non-Union Worker Terrance Wise, Fast Food Worker
Draft Timeline
March: o 3/3: Task Force appointment letters emailed o 3/8: Task Force members (and staff) at Ignite meet for lunch before Structural Racism plenary; sit in on break outs: o 3/10: Report on Task Force at the Executive Committee, and BLM work o 3/17: First Task Force Call: April: o 4/17-4/19: AFRAM Conference o 4/24-4/26: “Othering and Belonging Conference” and First Task Force meeting June: o 6/8-6/12: IEB Meeting o TBD: Task Force Meeting #2 September: o 9/23-9/24: Executive Committee Meeting October: o TBD: Task Force Meeting #3 January 2016: o 1/25-1/29: Final Task Force Meeting & IEB
2 Ferguson and Beyond//January 2015 IEB Meeting - REVISED
At the January 2015 International Executive Board Meeting, we will discuss a proposal on “Ferguson and Beyond” that includes:
1. Creating a Shared, Union-wide Analysis: We will lay out a path for developing a shared union-wide analysis that illuminates the inextricable link between racial inequality and economic inequality. Our members’ Vision for a Just Society, and our commitment to making income inequality the number one problem we must solve, can only be achieved when working people have the power to end both.
By engaging inside and outside our union, learning from thought leaders (such as john powell and others), partners, and our leaders, this shared analysis will be reflected in our Organizational Equity & Inclusion work union-wide, our other core programmatic work, and will lay the foundation for a commitment to ending structural racism that we will land at the 2016 Convention.
At the IEB, john powell will lay out how racism plays a part in creating the political conditions that deepen inequality.
2. Robust and Inclusive Member Engagement and Education: As a racially diverse force for change, we are uniquely positioned to articulate the interwoven nature of economic and racial injustice, and their corrosive and divisive impact on all communities. Because we know the power of story in fueling change, our ongoing racial justice work must capture and lift up the stories of our tapestry of leaders and members -- from corrections officers, to home care workers, to security officers and janitors.
We will also create and drive education modules that meet members where they are and create a “third space” for open, honest discussion, including answering the “why is this a union issue?” question that some may have.
At the IEB, we will hear from leaders what we have learned so far from conversations with our members Post-Ferguson, and also acknowledge local leaders who have driven tough conversations in their unions.
• Local union members, leaders and staff and International Union leaders and staff will be encouraged to participate in a Racial Justice Education Module, as a start, to gain a deeper understanding of racial justice.
1 Ferguson and Beyond//January 2015 IEB Meeting - REVISED
• Racial and Economic Justice Listening, Education and Action Tours, where members, leaders and staff will further analyze the underlying causes of structural racism and the connections between racial and economic justice in their communities and workplaces and submit recommendations to SEIU leadership.
• Member qualitative and quantitative research to help crystallize the connection between economic and racial inequality, the impact on our members’ lives, and to understand our members’ perceptions on criminal justice system reform.
• Questions around racial and economic justice in bargaining surveys, candidate questionnaires, and other tools that allow us to understand our members’ concerns around public safety, so we can unite with partners and champions to make demands in our communities.
3. Driving Criminal Justice System Reform: SEIU will create a new resolution, for adoption at the June 2015 IEB, that prioritizes and crystallizes our commitment to safety in all communities, and our position on the myriad issues that are common in communities of color, for example:
• Community Policing • Criminalization of communities of • Criminal Justice System color Transformation • School-to-Prison Pipeline • Gun violence • Voter suppression • Prison Reform (Privatization): • Housing discrimination • Militarization • Decriminalization of Marijuana • Law Enforcement Accountability, Policies, and Training
Our union is currently driving work with partners on the national, state and local levels to drive policy on a wide range of criminal justice system-related reforms that have substantial impact on communities of color.
At the January IEB, leaders will hear about how we are going on the offense to drive policy change in cities such as Los Angeles and Chicago. We will continue to find ways to more proactively, working with partners, drive policy solutions and model legislation,
2 Ferguson and Beyond//January 2015 IEB Meeting - REVISED
organize legislators, drive messaging and play a role in nationalizing local and state campaigns through complementary communication strategies.
4. Working with Millennial Organizations and other Partners: Working with strategic partners is an important thread in this entire proposal. We recognize that we must work with partners on the shared analysis, on driving meaningful policy change, and to enrich our internal discussion on racial and economic injustice.
To that end, SEIU State Councils, local unions, and the International Union will map out existing partners and develop these partnerships with concrete proposals for actions and outcomes with regards to racial/socio-economic injustices on the national, state and local level and that SEIU provide opportunities for SEIU members to actively participate in these organizations.
The power of one particular group of partners, millennials, in provoking the “Black Lives Matter” debate is undeniable. As the Huffington Post wrote, “…millennials will -- with deft, precise, and coordinated direct action tactics -- shape a narrative on race and power that, in the process of uplifting Black lives, improves conditions for everyone.” We can be deeply proud of the role our member millennials have played in Ferguson, New York City, and other cities. It’s clear that we should learn from, support, and work with millennials on this work.
In a panel discussion at the January IEB, “From Occupy to Ferguson: Can Youth-Led Movements Shift from Protest to Power?,” we will invite IEB participants to join a dialogue with three, diverse young organizers and activists on the frontlines of the struggle for environmental, criminal and economic justice. These youth activists and organizers will explain why and how they believe the millennial generation is a force for real change in 2016 and beyond.
In addition, at the January 2015 IEB meeting, we will report on actions we have taken since August 2014 on this important work.
Background on this Proposal: In response to recent tragic incidents in New York City, NY; Beavercreek, OH; Ferguson, MO; and other communities of color, President Mary Kay Henry called for the creation of a cross-departmental International Union Staff Workgroup to propose a set of strategic
3 Ferguson and Beyond Proposal// January 2015 IEB Meeting
options to the International Officers and Local Union leaders on how our union could integrate the issues that recent incidents have raised in our work and drive next steps.
In creating this proposal, the staff group also integrated proposals and thinking that arose in conversations inside the Government Relations/Political Committee, as well as other leader-level discussions, such as International Executive Board calls and the December 2015 Executive Committee meeting.
4 ending structural racism
DOJ report on Ferguson SELMA MONTGOMERY 50th anniversary MOVING CREATING SHARED ANALYSIS ROBUST MEMBER ENGAGEMENT FORWARD: AND EDUCATION
PROGRAM DRIVING CRIMINAL JUSTICE REFORM
WORKING WITH MILLENNIAL ORGANIZATIONS AND PARTNERS TASKFORCE PURPOSE
To drive a ten month-long learning process to develop a shared union-wide analysis of structural racism against African America ns, its connection to economic inequality, and to make recommendations on our union’s role in fixing it. TASKFORCE PROCESS
Through thoughtful dialogue and engagement with experts, allies and others, TaskForce members will engage in a journey to deepen their understanding of the key elements of structural racism against African-Americans (i.e. criminal justice, jobs/wages, housing, healthcare, politics, education, etc.), and how these elements fuel economic injustice for everyone. TASKFORCE OUTCOMES
After exploration and analysis, we will reach the following outcomes:
A. Shared Union-wide analysis B. Recommendations for what our union can do to eradicate racism C. Task Force members will become “ambassadors” on racial justice, able and willing to take lessons we have learned deeper into our union (IEB, locals, etc) and communities D. Recommendation for greater direction, alignment and unity of purpose throughout our Organizational Equity work in locals and the IU TASKFORCE
Healthcare Marge Dave April Faith Becky George Lisa Anouh Robinson Pickus Verrett Culbreath Williams Gresham Brown, Vang, HCMI 1199NE HCII AFRAM 1199WKO UHE UHE UHW Caucus& ULTCW Public Mel David Tamekia Alphonso Roxanne Gilda Luisa Grieshaber Holway Robinson Mayfield Sanchez Valdez, Blue , MCO NAGE 1000 FPSU 1021 Latino 521 Caucus & 721 Property David Nancy Kyle Jaime Elsa Jean Harris Huerta Cross Bragg Contreras Caballero Hervey Raynor USWW 1 32BJ 32BJ SEIU TX WU WU
Non-Union Terrance Wise Fast Food, Kansas City, MO International Inga Full- Kerry Bernard Tom Kendall Nicole Union Staff Skippings, Time Jones Moore DeBruin, Fells, Fight Berner Chief of Driver BOLD OEI Public for $15 SEIU Staff Center Division Legal Dept. IGNITE Ignite! PURPOSE Racial Justice Workshop
Participants WERE introduced to SEIU’s vision to achieve economic equality by dismantling Structural Racism. Ignite! OUTCOMES Racial Justice Workshop
Participants were introduced to what Structural Racism is, its relationship to economic inequality, and why it’s a union issue.
Working in diverse teams, participants hadthe opportunity to have meaningful conversations about Structural Racism.
Participants learned what SEIU is currently doing to dismantle Structural Racism.
We shared opinions, thoughts, and ideas that will help inform the further development of a long-term strategy. IGNITE TIMELINE
March: 3/17: First Task Force Call: April: 4/17-4/19: AFRAM Conference 4/24-4/26: “Othering and Belonging Conference” and First Task Force meeting June: 6/8-6/12: IEB Meeting TBD: Task Force Meeting #2 September: 9/23-9/24: Executive Committee Meeting October: TBD: Task Force Meeting #3 January 2016: 1/25-1/29: Final Task Force Meeting & shared analysis with recommendations to the IEB
ending structural racism
JANUARY 2015 FINANCIALS DECEMBER 2014 REVISED INCOME STATEMENT Summary March B&F Meeting FOR THE EXECUTIVE BOARD MEETING March 28, 2015
2015 Approved General Fund Budget - (pages 3-6)
2015 Approved Organizing Budget - (pages 7-8)
January 2015 Bank Balances – (DOCUMENT 1) - (pages 9-10)
January 2015 Income Statement – (DOCUMENT 2) - (pages 11-14)
January 2015 Organizing Income Statement – (DOCUMENT 3) - (pages 15-16)
January 2015 Dues Receipts – (DOCUMENT 4) - (pages 17-20)
January 2015 Per Capita Report – (DOCUMENT 5) - (pages 21-26)
2014 Approved General Fund Budget - (pages 27-30)
Revised December 2014 Income Statement – (DOCUMENT 2) - (pages 31-34)
Explanation for Revision - (pages 35-36)
2014 - 12 Month Financials by Region – (DOCUMENT 6) - (pages 37-38)
2014 - 12 Month Financials by Region by Per Member – (DOCUMENT 7) - (pages 39-40)
Motions Approved - (pages 41-42)
1 of 42 THIS SHEET IS INTENTIONALLY LEFT BLANK
2 of 42 SEIU Local 521 - 2015 General Fund Budget APPROVED
ABPWX 1 version 1.1 2014 - 12 months 2015 - 12 months NOTES 2 Budget 2.2 Budget 1.1 3 Headcount TOTAL DUES RECEIPTS 30,439,600 30,878,626 4 52,941 OTHER INCOME 5 Interest & Dividends 3,600 1,515 6 SMIHSS Administrative Reimbursement - - 7 Sublease Rent 67,000 75,259 8 B Misc. Income - SEIU Int'l subsidy - - 9 A Misc. items spend from saving accounts 10 Total Misc. Income 70,600 76,773 11 TOTAL GENERAL FUND INCOME 30,510,200 30,955,399 12 GENERAL FUND EXPENSES 13 ORGANIZING OFFSET 4,025,172 4,199,761 14 SALARIES 15 5 Administrative 479,480 479,480 all positions filled 16 6 Admin Support 459,143 414,562 all positions filled 17 14 Directors 1,234,802 1,255,641 all positions filled 18 60 Internal Organizers/Research,CED,CESA,Pol 4,363,184 4,452,371 all positions filled 19 20 Clerical 1,090,419 1,053,009 all positions filled 20 2 Facilities 97,057 93,775 all positions filled 21 6 Data Base 301,619 328,091 all positions filled 22 A Special project - pay by other funding - 23 Temp. Internal Organizers/Research 75,000 75,000 24 Temp. Clerical/Support 20,000 20,000 25 Vacation Liability Cash Out 400,000 119,756 cash out only 26 Total Salaries 8,520,705 8,291,685 27 113 PAYROLL RELATED EXPENSES 28 Pension 1,444,627 1,615,386 increase to 20% for 2015 29 Payroll Taxes Expenses 963,085 969,232 30 Consultant - Trainer, NEG 30,000 31 Travel Staff-Admin 50,000 44,761 32 Travel Staff- Internal Organizers 120,000 189,440 membership drive 33 Mileage/Ins. Reimb.-Admin & Director 13,656 5,549 34 Mileage/Ins. Reimb.-Internal Organizers 135,641 163,257 membership drive 35 Telephone Reimbursement 90,000 77,057 36 13 Retiree Health Exp 108,930 112,658 37 Retire Benefit Trust Fund 12 12 38 Benefits(Health, Dental, Vision,life,401K,Flex Plan matching) 3,110,943 3,125,759 health benefit at new rate 2015 39 Workers Comp Insurance 280,900 242,308 40 Recruiting exp 8,000 8,000 41 Total Payroll Related Expenses 6,355,792 6,553,419 42 Total Salaries & Payroll Expenses 14,876,497 14,845,104 43 MISCELLANEOUS 44 Agency Fee/Assoc. Exp. 504,000 720,000 same as 2014 45 Capital Fund Expense 12,000 12,000 same as 2014 46 Admin exp share w. chapter 12,000 12,000 same as 2014 47 Free Life insurance to members (SCR, MRY & BFL) 4,000 4,665 48 Retired Chapter Fund Reimbursement 14,465 49 Dodge Scholarship 15,000 15,000 same as 2014 50 Computer Database UnionWare 82,175 73,841 53 Accounting Software Gp 12,000 12,000 same as 2014 54 MRC - IHSS - 4 months only 55 Total Miscellaneous 641,175 863,972 56 57 ARBITRATIONS & LEGAL 58 A Arbitrations Fees & legal fees - representation 150,000 191,814 increase 60 Retainer 258,000 258,000 same as 2014 62 52,941 Automatic Legal Defense Fund ($0.12 per member per month) 81,575 76,235 same rate as 2014 63 Total Arbitrations & Legal 489,575 526,049 64 65 FACILITIES 3 of 42 1 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM SEIU Local 521 - 2015 General Fund Budget APPROVED
ABPWX 1 version 1.1 2014 - 12 months 2015 - 12 months NOTES 2 Budget 2.2 Budget 1.1 66 Rent-SJC 450,000 450,000 67 Rent-RWC 58,000 48,000 new lease at RWC 69 Rent-Santa Cruz, Watsonville & Hollister & parking 47,000 39,900 70 Rent-Visalia & Hanford 20,400 6,000 71 Utilities 165,000 186,116 increase 72 Kitchen Sundries 50,000 48,260 same 73 Gen. Liab. Ins. & Property Tax 170,000 163,885 same 74 Building Maintenance/Security/Janitorial 180,000 202,571 increase HVAC & building maint. 75 Total Admin - Facilities 1,140,400 1,138,309 76 77 ADMINISTRATIVE - OFFICES 78 Audit/Acct. Fees 110,000 110,000 80 Subscriptions 4,000 2,597 81 Office Sundries 70,000 90,524 82 Office Equipment Leases 192,000 177,514 83 Equipment Maintenance & Repair Contracts 70,095 59,220 84 Contributions 3,000 5,067 85 Research Material & Data 11,000 27,985 86 Miscellaneous, off set by ORG - 87 Total Admin - Offices 460,095 472,907 88 89 COMMUNICATIONS 90 Printing 42,000 28,729 91 Paper 20,000 31,108 92 Website/Station/communication 20,000 20,284 93 Telephone & Internet & Tele conference 211,473 217,180 94 Postage 60,000 112,381 rate increse in 2014 95 Professional Fees/Translations 5,000 3,372 96 Total Communications 358,473 413,055 97 98 CONFERENCES/MILEAGE 99 Staff-Misc. Conf/Seminar 3,500 3,500 100 Exec. Board-Conferences & Training 30,000 30,000 101 Misc. Members-Reimbursed - 102 Total Conferences/Mileage 33,500 33,500 103 104 STAFF MEETING & TRAINING 105 Staff / Director Training 16,000 32,319 106 Staff - representation & political & communication 60,000 67,232 qtrly staff training 107 Clerical Staff 901 1,364 108 Executive Staff 1,200 1,200 109 Tuition Reim.-Internal Organizers 1,000 1,000 110 Tuition Reim.-OPEIU 2,000 2,000 111 Total Staff Training 81,101 105,115 112 113 EDUCATION & TRAINING 114 Steward & Chief Steward & Leader Training 4,000 4,000 115 Executive Board 500 500 116 Education & Training Committee Meeting & Materials - 117 Industry Training Events 5,000 5,000 118 Total Education & Training 9,500 9,500 119 0 120 POLITICAL/SOCIAL INVOLVEMENT 121 43,305 Candidates, Issues, IE Account ($0.25 per member per month) 123,657 129,915 122 Legal & Accounting 40,000 40,000 123 Committee Meetings 10,922 14,951 124 Conferences 1,000 1,993 125 Electoral Staff/ Activity 1,000 1,000 126 Polls & Surveys 1,000 1,000 4 of 42 2 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM SEIU Local 521 - 2015 General Fund Budget APPROVED
ABPWX 1 version 1.1 2014 - 12 months 2015 - 12 months NOTES 2 Budget 2.2 Budget 1.1 127 Special Printing 100 1,000 129 Total Political/Social Involvement 177,879 189,859 130 131 SOCIAL & ECONOMIC JUSTICE 132 Committee Meetings 5,000 5,000 133 Conferences 350 350 134 Contributions/Solidarity 4,530 4,530 135 Caucus Activities 80,670 80,670 136 Total Social & Economic Justice 90,550 90,550 remain the same as 2014 137 138 MEMBER INVOLVEMENT 139 Memorabilia/Give away Member Pride 30,000 30,000 same as 2014 140 Awards/Recognition 1,000 1,000 141 Ex Board Reimbursement 2,000 2,000 142 Rally Rental & Bus 20,000 40,000 IHSS, Kern & SCCO NEG Rally 143 Member Reimbursement/Lost time 2,500 5,000 144 Transportation & Vehicle Expenses 12,000 22,081 membership drive 145 Total Member Involvement 67,500 100,081 146 147 NEGOTIATIONS 148 Printing Contracts - outside vendor 50,000 50,000 SCCO printed contract 149 Meetings & Supplies 50,000 80,000 IHSS State wide, Kern & SCCO 150 Strike Preparations 40,000 60,000 IHSS State wide, Kern & SCCO 151 Automatic Strike Fund Transfer - reduction to $1/mon 12 12 152 Total Negotiations 140,012 190,012 153 MEETINGS & EVENTS 154 Executive Board Meetings 30,000 13,153 155 Steward/Council meetings 3,002 3,077 156 521 Party & other events 1,000 1,000 157 2014-521 Convention/2015 INTL St. Louis 40,000 15,000 2015 INTL St Louis Convt.-10p 158 Officer Election-2015 - 100,000 officers election 159 Industries & Members conference 25,000 10,000 160 Miscellaneous 1,000 161 Total Meetings & Events 100,002 142,231 162 163 REPRESENTATIVE DUES 164 52,941 SEIU $7.65 ea 5,200,378 4,859,984 no change 165 50,441 SEIU Unity Fund $5.00ea 3,029,220 3,026,460 no change 166 820 SEIU Retirees & ChildCare $1.00ea 8,952 9,844 no change 167 52,941 SEIU/ State Council-$2.53ea 1,719,864 1,607,289 no change 168 600 Nurse Alliance $1.45ea 12,180 10,440 no change 169 25,462 So Bay CLC Jun/11$0.63,Jul/12$0.65 174,166 198,604 no change 170 3,458 SMCO CLC $0.60ea 24,559 24,898 no change 171 5,780 Fresno CLC $0.45ea 32,076 31,212 no change 172 8,323 Bakersfield CLC $0.50ea, est. increase 49,938 49,938 no change 173 6,258 Monterey & Santa Cruz LC $0.55ea 41,032 41,303 no change 174 110 North Valley CLC 1,320 1,320 no change 175 52,941 CA Labor Fed 25% X .70ea, pd old rate $0.47 16,452 14,929 no change 176 Building Trades-SMCO 3,600 3,600 no change 177 Total Representative Dues 10,313,738 9,879,820 178 179 TOTAL EXPENSES 33,005,168 33,199,825 180 181 TOTAL INCOME LESS TOTAL EXPENSES (2,494,968) (2,244,426) 182 183 VOLUNTARY TRANSFERS 184 Building Funds 48,000 48,000 185 Strike Fund - 186 Total Transfers 48,000 48,000 5 of 42 3 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM SEIU Local 521 - 2015 General Fund Budget APPROVED
ABPWX 1 version 1.1 2014 - 12 months 2015 - 12 months NOTES 2 Budget 2.2 Budget 1.1
187 TOTAL INCOME LESS EXPENSES & TRANSFERS (2,542,968) (2,292,426)
6 of 42 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 APPROVED
Version 1.1 Year 2015 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 4,269,473
Net Income (69,711)
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8 of 42 SEIU Local 521 DOCUMENT # 1 Bank Balance on Saving and Investment accounts as of January 31st, 2015 DISCRETIONARY SAVINGS ENDING ENDING BALANCE as of BALANCE as of ITEMS GL# ACCOUNT NAME Bank 12/31/2014 +/- reason 1/31/2015 1 1005 CONTINGENCY FUND Bank of The West #18986 50,088.75 50,088.75 2 1006 STRIKE FUND Bank of The West #18978 59,352.98 59,352.98 3 1006 STRIKE FUND Bank of The West - T- Bill Matures 4/14/2015 800,000.00 800,000.00 4 1006 STRIKE FUND Bank of The West - T- Bill Matures 5/26/2015 700,000.00 700,000.00 5 1016 LEGAL DEFENSE FUND Bank of The West # 28691 103,105.00 Accrued $0.12 per month per member, Lum 59,458.11 6 1016 LEGAL DEFENSE FUND Bank of The West - T- Bill Matures 5/26/2015 500,000.00 500,000.00 7 1017 GOOD & WELFARE FUND Bank of The West #28758 3,882.15 3,882.15 8 1017 GOOD & WELFARE FUND Bank of The West - T- Bill Matures 2/19/2015 65,000.00 65,000.00 9 1018 CAPITAL FUND Bank of The West # 28667 84,400.00 Accrued $1,000 per month 85,399.93 10 1019 BUILDING FUND Bank of The West # 28733 49,225.00 Acc $4k per mon, 53,225.33 11 1011 Accured Vacation from EO to IO Bank of The West #18820 150,330.32 Vacation bank transfer between EO and IO 150,330.32
Total reserve $ 2,565,384.20 $ 2,526,737.57
POLITICAL - PAC money 12 PAC - Candidates US Bank - Olson 68,906.50 Olson Statement Reconciled as of 12/31/2014 77,443.00 13 PAC - Issues US Bank - Olson (2,845.51) Olson Statement Reconciled as of 12/31/2014 (2,845.51) 14 PAC - Independent Expenditure US Bank - Olson 18,700.53 Olson Statement Reconciled as of 12/31/2014 18,700.53
$ 84,761.52 $ 93,298.02
MANDATORY SAVINGS
15 1002 ORGANIZING FUND Bank of The West #18895 967,887.95 918,762.69
16 1002 ORGANIZING FUND Bank of The West - T- Bill Matures 4/15/15 3,000,000.00 3,000,000.00
17 1002 ORGANIZING FUND Monterey County Employee Credit Union 203,360.33 CD with credit union 203,462.85
18 1002 ORGANIZING FUND Acc Vac Bank of The West #33823 356,079.63 Accured time off - adjust monthly to acutal accural 405,204.89
19 1003 AGENCY FEE Bank of The West #18960 492,587.99 $60,000 accrual monthly 545,424.74 20 1003 AGENCY FEE Bank of The West - T- Bill Matures 3/26/2015 310,000.00 310,000.00
$ 5,329,915.90 $ 5,382,855.17 Unfunded Reserve and Liabilities 21 2150-10 RETIREE BENEFIT TRUST Unfunded Reserve 548.00 + $1 / month 549.00 22 2150-11 CLARENCE DODGE SCHOLARSHIPUnfunded Reserve 24,631.04 + $1250 / mon, 25,881.04 23 2400-00 Accured Vacation for General Fund Liabilities 2,233,500.30 adjust monthly to actual accural 2,203,128.04
9 $ 2,258,679.34 $ 2,229,558.08 of 42
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A BCDE F G H 1 SSEIUEIU LOCAL 521 2 Income Statement - Current and YTD 3 For the One Month Ending Saturday, January 31, 2015 4 5 JanJanJan Y-T-D NotesNotesNotes 6 BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActual Better/(Worse) 7 8 TOTOTALTAL DUES RECEIPTS 2,573,2192,573,2192,573,219 2,793,3322,793,3322,793,332 220,113220,113220,113 2,573,2192,573,2192,573,219 2,793,3322,793,3322,793,332 220,113220,113220,113 9 10 OTHER INCOME 11 Interest & Dividends 126 - (126) 126 - (126) 12 Sublease Rent 6,272 5,806 (466) 6,272 5,806 (466) 13 Misc. Income - SEIU Int'l Subsidy - 19,600 19,600 - 19,600 19,600 INTL COPE Grant 14 TOTAL OTHER INCOME 6,3986,3986,398 25,40625,40625,406 19,00819,00819,008 6,3986,3986,398 25,40625,40625,406 19,00819,00819,008 15 16 TOTAL GENERAL FUND INCOME 2,579,6172,579,6172,579,617 2,818,7382,818,7382,818,738 239,121239,121239,121 2,579,6172,579,6172,579,617 2,818,7382,818,7382,818,738 239,121239,121239,121 17 18 GENERAL FUND EXPENSES 19 ORGANIZING OFFSET 349,980349,980349,980 349,980349,980349,980 --- 349,980349,980349,980 349,980349,980349,980 --- 20 21 SALARIESSALARIESSALARIES 22 Administrative 36,883 29,774 7,109 36,883 29,774 7,109 unfilled position 23 Admin Support 31,889 32,069 (180) 31,889 32,069 (180) 24 Directors 96,588 83,187 13,401 96,588 83,187 13,401 Beth position fund by ext org 25 Internal Organizers/Research 342,490 320,083 22,407 342,490 320,083 22,407 vacant positions 26 Clerical 81,001 75,834 5,167 81,001 75,834 5,167 1 vacant at temp position 27 Facilities 7,213 7,441 (228) 7,213 7,441 (228) 28 Data Base Services 25,238 22,667 2,571 25,238 22,667 2,571 GOW position funded by Ext Org 29 Temp. Internal Organizers/Research 6,250 4,156 2,094 6,250 4,156 2,094 30 Temp. Clerical/Support 1,667 2,385 (718) 1,667 2,385 (718) temp on 1 vacant position 31 Vacation & Comp Time 9,980 4,410 5,570 9,980 4,410 5,570 actual cash out 32 TOTAL SALARIES 639,199639,199639,199 582,006582,006582,006 57,19357,19357,193 639,199639,199639,199 582,006582,006582,006 57,19357,19357,193 33 34 PAYROLL RELATED 35 Pension 124,260 110,964 13,296 124,260 110,964 13,296 unfilled positions 36 Payroll Taxes 74,556 88,673 (14,117) 74,556 88,673 (14,117) 37 Travel Staff - Admin 4,022 1,813 2,209 4,022 1,813 2,209 38 Travel Staff - Internal Organizers 15,787 6,524 9,263 15,787 6,524 9,263 39 Mileage/Ins. Reimb.-Admin & Director 462 352 110 462 352 110 40 Mileage/Ins. Reimb.-Internal Organizers 13,605 10,720 2,885 13,605 10,720 2,885 41 Telephone Reimbursement 6,421 8,044 (1,623) 6,421 8,044 (1,623) 42 Retiree Health 8,666 9,177 (511) 8,666 9,177 (511) 43 Retire Benefit Trust Fund 1 1 - 1 1 - 44 Benefits (Health,Dental,Vision,Life,401K,Flex Plan) 240,443 234,431 6,012 240,443 234,431 6,012 unfilled positions 45 Workers Comp Insurance 18,639 20,028 (1,389) 18,639 20,028 (1,389) 46 Recruiting 667 768 (101) 667 768 (101) 47 TOTAL PAYROLL RELATED 507,529507,529507,529 491,495491,495491,495 16,03416,03416,034 507,529507,529507,529 491,495491,495491,495 16,03416,03416,034 48 49 TOTAL SALARIES & PAYROLL RELATED 1,146,7281,146,7281,146,728 1,073,5011,073,5011,073,501 73,22773,22773,227 1,146,7281,146,7281,146,728 1,073,5011,073,5011,073,501 73,22773,22773,227 50 51 MISCELLANEOUSMISCELLANEOUS 52 Agency Fee 60,000 60,000 - 60,000 60,000 - 53 Capital Fund 1,000 1,000 - 1,000 1,000 - 54 Admin Exp Share w/Chapters 1,000 365 635 1,000 365 635 55 Free Life Insurance to Members (SCR, MRY & BFL) 389 300 89 389 300 89 56 Chapter Fund Reimbursement 1,205 1,288 (83) 1,205 1,288 (83) 57 Dodge Scholarship 1,250 1,250 - 1,250 1,250 - 58 Computer Database Unionware 6,153 5,583 570 6,153 5,583 570 59 TOTAL MISCELLANEOUS 70,99770,99770,997 69,78669,78669,786 1,2111,2111,211 70,99770,99770,997 69,78669,78669,786 1,2111,2111,211 60 61 ARBITRATIONS & LEGAL 62 Arbitrations Fees & Legal Admin 15,985 6,174 9,811 15,985 6,174 9,811 63 Retainer 21,500 21,150 350 21,500 21,150 350 64 Automatic Legal Defense Fund ($0.25 per member per month) 6,353 6,353 - 6,353 6,353 - 65 TOTAL ARBITRATIONS & LEGAL 43,83843,83843,838 33,67733,67733,677 10,16110,16110,161 43,83843,83843,838 33,67733,67733,677 10,16110,16110,161 66 67 FACILITIES 68 Rent - San Jose 37,500 36,339 1,161 37,500 36,339 1,161 69 Rent - Redwood City 4,000 4,304 (304) 4,000 4,304 (304) 70 Rent - Santa Cruz & Watsonville 3,325 3,325 - 3,325 3,325 - 71 Rent - Hanford 500 550 (50) 500 550 (50) 72 Utilities 15,510 10,653 4,857 15,510 10,653 4,857 73 Kitchen Sundries 4,022 3,169 853 4,022 3,169 853 74 General Liability Insurance & Property Tax 13,657 12,434 1,223 13,657 12,434 1,223 75 Building Maintenance/Security/Janitorial 16,881 5,911 10,970 16,881 5,911 10,970 76 TOTAL FACILITIES 95,39595,39595,395 76,68576,68576,685 18,71018,71018,710 95,39595,39595,395 76,68576,68576,685 18,71018,71018,710 77 78 ADMINISTRATIVE - OFFICES 79 Audit/Acct. Fees 10,167 17,331 (7,164) 10,167 17,331 (7,164) prepaid the fee for 2014 audit 80 Subscriptions 216 128 88 216 128 88 81 Office Sundries 7,544 10,087 (2,543) 7,544 10,087 (2,543) invoices from 2014 82 Office Equipment Leases 14,793 12,354 2,439 14,793 12,354 2,439 83 Equipment Maintenance & Repair Contracts 4,935 3,225 1,710 4,935 3,225 1,710 84 Contributions 422 73 349 422 73 349 85 Research Material & Data / Tele Townhall 2,332 199 2,133 2,332 199 2,133 86 TOTAL ADMIN - OFFICES 40,40940,40940,409 43,39743,39743,397 (2,988)(2,988)(2,988) 40,40940,40940,409 43,39743,39743,397 (2,988)(2,988)(2,988) 87 88 COMMUNICATIONS 89 Printing 2,394 1,037 1,357 2,394 1,037 1,357 11 of 42
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A BCDE F G H 1 SEIU LOCAL 521 2 Income Statement - Current and YTD 3 For the One Month Ending Saturday, January 31, 2015 4 5 JanJanJan Y-T-D NotesNotesNotes 6 BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActual Better/(Worse) 7 90 Paper 2,592 2,243 349 2,592 2,243 349 91 Website/Station/Communication 1,690 2,356 (666) 1,690 2,356 (666) 92 Telephone & Internet 18,098 1,977 16,121 18,098 1,977 16,121 invoice came in late
93 Postage 9,365 13,978 (4,613) 9,365 13,978 (4,613) IHSS postage and other first class mail 94 Professional Fees/Translations 281 125 156 281 125 156 95 TOTAL COMMUNICATIONS 34,42034,42034,420 21,71621,71621,716 12,70412,70412,704 34,42034,42034,420 21,71621,71621,716 12,70412,70412,704 96 97 STAFF MEETING & TRAINING 98 Staff/Director Training 2,793 352 2,441 2,793 352 2,441 99 Staff - Representation & Political & Communication 5,603 4,635 968 5,603 4,635 968 100 Clerical Staff 114 - 114 114 - 114 101 Executive Staff ------102 Tuition Reimbursement - CWA 83 - 83 83 - 83 103 Tuition Reimbursement - OPEIU 167 292 (125) 167 292 (125) 104 TOTAL STAFF MEETING & TRAINING 8,7608,7608,760 5,2795,2795,279 3,4813,4813,481 8,7608,7608,760 5,2795,2795,279 3,4813,4813,481 105 106 EDUCATION & TRAINING 107 Steward & Chief Steward Training 590 637 (47) 590 637 (47) 108 Executive Board 42 - 42 42 - 42 109 Industry Training Events 417 51 366 417 51 366 110 TOTAL EDUCATION & TRAINING 1,0491,0491,049 688688688 361361361 1,0491,0491,049 688688688 361361361 111 112 POLITICAL/SOCIAL INVOLVEMENT 113 Candidates Account ($0.25 per Member per Month) 10,826 10,537 289 10,826 10,537 289 114 Issues Account ($0.00 per Member per Month) ------115 I.E. Account ($0.00 per Member per Month) ------116 Legal 3,333 1,520 1,813 3,333 1,520 1,813 117 Committee Meetings 1,246 446 800 1,246 446 800 118 Conferences 166 - 166 166 - 166 119 Electoral Staff/Activity ------120 Polls & Surveys 167 - 167 167 - 167 121 Special Printing 83 - 83 83 - 83 122 TOTAL POLITICAL/SOCIAL INVOLVEMENT 15,82115,82115,821 12,50312,50312,503 3,3183,3183,318 15,82115,82115,821 12,50312,50312,503 3,3183,3183,318 123 124 SOCIAL & ECONOMIC JUSTICE 125 Committee Meetings 865 146 719 865 146 719 126 Conferences 250 200 50 250 200 50 127 Contributions/Solidarity 167 750 (583) 167 750 (583) 128 Caucus Activities 6,264 6,151 113 6,264 6,151 113 129 TOTAL SOCIAL & ECONOMIC JUSTICE 7,5467,5467,546 7,2477,2477,247 299299299 7,5467,5467,546 7,2477,2477,247 299299299 130 131 MEMBER INVOLVEMENT 132 Memorabilia/Give Away/Member Pride 2,500 1,489 1,011 2,500 1,489 1,011 133 Awards/Recognition 83 - 83 83 - 83 134 Planning & Event Prep ------135 Ex Board/Advisory Board Reimbursement 167 - 167 167 - 167 136 Rally Rental & Bus 3,333 40 3,293 3,333 40 3,293 137 Member Reimbursement/Lost time 417 252 165 417 252 165 138 Transportation & Vehicle 1,840 - 1,840 1,840 - 1,840 139 TOTAL MEMBER INVOLEMENT 8,3408,3408,340 1,7811,7811,781 6,5596,5596,559 8,3408,3408,340 1,7811,7811,781 6,5596,5596,559 140 141 NEGOTIATIONS 142 Printing Contracts 4,167 - 4,167 4,167 - 4,167 143 Meetings & Supplies 6,667 1,040 5,627 6,667 1,040 5,627 144 Strike Preparations 5,000 - 5,000 5,000 - 5,000 145 Automatic Strike Fund Transfer ($0.50 per member/mom) 1 - 1 1 - 1 146 TOTAL NEGOTIATIONS 15,83515,83515,835 1,0401,0401,040 14,79514,79514,795 15,83515,83515,835 1,0401,0401,040 14,79514,79514,795 147 148 MEETINGS & EVENTS 149 Executive Board Meetings 1,096 2,678 (1,582) 1,096 2,678 (1,582) 150 Steward/Council Meetings - 362 (362) - 362 (362) 151 By Law Convention - 400 Members ------152 Industries & Members Conference 833 - 833 833 - 833 153 Miscellaneous ------154 TOTAL MEETINGS & EVENTS 1,9291,9291,929 3,0403,0403,040 (1,111)(1,111)(1,111) 1,9291,9291,929 3,0403,0403,040 (1,111)(1,111)(1,111) 155 156 REPRESENTATIVE DUES 157 SEIU $7.65 ea 404,999 396,101 8,898 404,999 396,101 8,898 158 SEIU Unity Fund $5.00ea 252,205 247,370 4,835 252,205 247,370 4,835 159 SEIU Retirees $1.00ea 820 465 355 820 465 355 160 SEIU State Council $2.53ea 133,941 129,744 4,197 133,941 129,744 4,197 161 Nurse Alliance $1.45ea 870 938 (68) 870 938 (68) 162 So Bay CLC $0.65ea 16,550 16,221 329 16,550 16,221 329 163 SMCO CLC $0.70ea 2,075 2,436 (361) 2,075 2,436 (361) 164 Fresno CLC $0.45ea 2,601 2,759 (158) 2,601 2,759 (158) 165 Bakersfield CLC $0.25ea 4,162 2,027 2,135 4,162 2,027 2,135 166 Monterey & Santa Cruz LC $0.55ea 3,442 3,400 42 3,442 3,400 42 167 CA Labor Fed 25% X .47ea 1,244 1,215 29 1,244 1,215 29 168 Building Trades-SMCO 300 - 300 300 - 300 169 North Valley CLC $.55ea 110 110 - 110 110 - 170 TOTAL REPRESENTATIVE DUES 823,319823,319823,319 802,786802,786802,786 20,53320,53320,533 823,319823,319823,319 802,786802,786802,786 20,53320,53320,533 12 of 42
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A BCDE F G H 1 SEIU LOCAL 521 2 Income Statement - Current and YTD 3 For the One Month Ending Saturday, January 31, 2015 4 5 JanJanJan Y-T-D NotesNotesNotes 6 BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActual Better/(Worse) 7 171 172 TOTAL GENERAL FUND EXPENSES 2,664,3662,664,3662,664,366 2,503,1062,503,1062,503,106 161,260161,260161,260 2,664,3662,664,3662,664,366 2,503,1062,503,1062,503,106 161,260161,260161,260 173 174 TOTAL INCOME LESS TOTAL EXPENSES (84,749)(84,749)(84,749) 315,632315,632315,632 400,381400,381400,381 (84,749)(84,749)(84,749) 315,632315,632315,632 400,381400,381400,381 175 176 VOVOLUNTARYLUNTARY TRANSFERS 177 Building Funds 4,000 4,000 - 4,000 4,000 - 178 Strike Funds 179 TOTAL VOLUNTARY EXPENSES 4,0004,0004,000 4,0004,0004,000 --- 4,0004,0004,000 4,0004,0004,000 --- 180
181 TOTAL INCOME LESS EXPENSES & TRANSFERS (88,749)(88,749)(88,749) 311,632311,632311,632 400,381400,381400,381 (88,749)(88,749)(88,749) 311,632311,632311,632 400,381400,381400,381
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ABCDE F G 1 SEIU LOCAL 521 2 OrganizingOrganizingOrganizing 3 Income Statement 4 For the One Month Ending Saturday, January 31, 2015 5 6 JanJanJan Y-T-D 7 BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActualBetter/(Worse) 8
9 BUDGET FROM GENERAL FUND 349,980349,980349,980 349,980349,980349,980 --- 349,980349,980349,980 349,980349,980349,980 --- 10 11 EXPENSES 12 Legal - Org 2,350 2,350 - 2,350 2,350 - 13 Salaries - Organizing 139,950 80,924 59,026 139,950 80,924 59,026 14 Salaries - Org / Intern / Lost Timer 2,423 - 2,423 2,423 - 2,423 15 Workers Comp. Insurance Exp - Org 4,898 2,817 2,081 4,898 2,817 2,081 16 Payroll Tax Exp - Org 16,794 5,805 10,989 16,794 5,805 10,989 17 Employee Benefits Exp - Org 63,688 31,462 32,226 63,688 31,462 32,226 18 Pension Plan Exp - Org 27,990 15,753 12,237 27,990 15,753 12,237 19 401k Matching Exp - Org 4,199 1,760 2,439 4,199 1,760 2,439 20 Staff Recruiting Exp - Org 833 - 833 833 - 833 21 Vacation / Comp Time Exp - Org 2,691 - 2,691 2,691 - 2,691 22 Training Exp - Org 115 - 115 115 - 115 23 Mileage Reimbursement Exp - Org 1,039 50 989 1,039 50 989 24 Vehicle Exp - Org 2,794 800 1,994 2,794 800 1,994 25 Telephone Exp - Org 833 1,275 (442) 833 1,275 (442) 26 Utilities Exp - Org - 452 (452) - 452 (452) 27 Equipment Leasing Exp - Org - 434 (434) - 434 (434) 28 Equipment Maintanence & Repair Exp - Org - 646 (646) - 646 (646) 29 Building Maintenance & Repair Exp - Org - 1,381 (1,381) - 1,381 (1,381) 30 Office Supplies Exp - Org 357 354 3 357 354 3 31 Lunchroom Supplies Exp - Org - 171 (171) - 171 (171) 32 Printing Exp - Org 101 - 101 101 - 101 33 Postage Exp - Org - 16,513 (16,513) - 16,513 (16,513) 34 Communication Cost Exp - Org - 5,000 (5,000) - 5,000 (5,000) 35 Professional Fee Exp - Org 87 - 87 87 - 87 36 Subscriptions Exp - Org 15 21 (6) 15 21 (6) 37 Travel Exp - Org 19,274 28,504 (9,230) 19,274 28,504 (9,230) 38 Rally / Bus Rental Exp - Org 11 - 11 11 - 11 39 Memorabilia / Give Away Exp - Org 343 907 (564) 343 907 (564) 40 Meeting Exp - Org 909 68 841 909 68 841 41 Donation Exp - Org 133 - 133 133 - 133 42 SEIU Int'l Share Cost 42,277 - 42,277 42,277 - 42,277 43
44 TOTAL ORGANIZING EXPENSES 334,104334,104334,104 197,447197,447197,447 136,657136,657136,657 334,104334,104334,104 197,447197,447197,447 136,657136,657136,657 45 46 NET INCOME 15,87615,87615,876 152,533152,533152,533 136,657136,657136,657 15,87615,87615,876 152,533152,533152,533 136,657136,657136,657
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ABCDE FGHIJKLMNOPQR 1 REGION 1 2 County Office B C Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 AVERAGE 3 SCC SJC 12 M Achievekids 97 97 4 SCC SJC 12 A Achievekids - Agency 1 1 5 SCC SJC 12 M American Red Cross Blood Services Northern California Region 47 47 6 SCC SJC 12 A American Red Cross Blood Services Northern California Region - Agency 1 1 7 SCC SJC 12 M Campbell Union High School District 63 63 8 SCC SJC 12 A Campbell Union High School District - Agency 2 2 9 SCC RWC 26 M City of East Palo Alto 23 23 10 SCC RWC 26 A City of East Palo Alto - Agency 11 11 11 SMC RWC 26 M City of Menlo Park 86 86 12 SMC RWC 26 A City of Menlo Park - Agency 204 204 13 SCC RWC 26 M City of Mountain View 106 106 14 SCC RWC 26 A City of Mountain View - Agency 52 52 15 SCC RWC 26 M City of Palo Alto 384 384 16 SCC RWC 26 A City of Palo Alto - Agency 270 270 17 SMC RWC 26 M City of Redwood City 216 216 18 SMC RWC 26 A City of Redwood City - Agency 18 18 19 SMC RWC 26 M City of San Mateo 115 115 20 SMC RWC 26 A City of San Mateo - Agency 68 68 21 SCC RWC 26 M City of Sunnyvale 35 35 22 SCC RWC 26 A City of Sunnyvale - Agency 8 8 23 SCC SJC 26 M Community Solutions 146 146 24 SMC RWC 26 M County - San Mateo 884 884 25 SMC RWC 26 A County - San Mateo - Agency 669 669 26 SCC SJC 26 M County - Santa Clara 8,272 8,272 27 SCC SJC 26 A County - Santa Clara - Agency 1,028 1,028 28 SMC RWC 26 M Court - San Mateo County 128 128 29 SMC RWC 26 A Court - San Mateo County - Agency 46 46 30 SCC SJC 26 M Court - Santa Clara County 508 508 31 SCC SJC 26 A Court - Santa Clara County - Agency 7 7 32 SCC SJC 12 M Cupertino Union School District 174 174 33 SCC SJC 12 A Cupertino Union School District - Agency 17 17 34 SCC SJC 26 M Gardner Family Care Corporation 127 127 35 SCC SJC 26 A Gardner Family Care Corporation - Agency 14 14 36 SCC SJC 24 M Hope Services 77 77 37 SCC SJC 24 A Hope Services - Agency 83 83 38 SCC SJC 26 M Housing Authority of the County of Santa Clara 50 50 39 SCC SJC 26 A Housing Authority of the County of Santa Clara - Agency 12 12 40 SCC SJC 26 M Humane Society of Silicon Valley 17 17 41 SCC SJC 26 A Humane Society of Silicon Valley - Agency 11 11 42 SCC SJC 24 M Law Foundation of Silicon Valley 51 51 43 SCC SJC 24 A Law Foundation of Silicon Valley - Agency 2 2 44 SCC SJC 24 M MACSA, Inc - - 45 SCC SJC 26 M Momentum for Mental Health 258 258 46 SCC21 SJC 26 A Momentum for Mental Health - Agency 8 8 47 SCCof SJC 12 M Morgan Hill Unified School District - - 48 SCC42 SJC 12 A Morgan Hill Unified School District - Agency - -
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ABCDE FGHIJKLMNOPQR 2 County Office B C Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 AVERAGE 49 SCC SJC 12 M Orchard School District 24 24 50 SCC SJC 12 A Orchard School District - Agency 2 2 51 SMC RWC 12 M Peninsula Jewish Community Center 57 57 52 SCC SJC 26 M Rebekah Children's Services 79 79 53 SCC SJC 12 M San Andreas Regional Center 209 209 54 SCC SJC 12 A San Andreas Regional Center - Agency 8 8 55 SCC SJC 12 M Santa Clara COE 765 765 56 SCC SJC 12 A Santa Clara COE - Agency 524 524 57 SCC SJC 26 M Santa Clara Valley Transportation Authority 243 243 58 SCC SJC 26 A Santa Clara Valley Transportation Authority - Agency 6 6 59 SCC SJC 24 M Starlight Community Services 52 52 60 REGION 2 61 SBC SNS 24 M Chamberlain's Children Center 43 43 62 MRY SNS 26 M CHISPA Housing Management Inc 29 29 63 MRY SNS 26 M City of Greenfield 14 14 64 MRY SNS 26 A City of Greenfield - Agency - - 65 SBC SNS 26 M City of Hollister 30 30 66 SBC SNS 26 A City of Hollister - Agency 5 5 67 MRY SNS 26 M City of King City 9 9 68 MRY SNS 26 A City of King City - Agency 2 2 69 MRY SNS 12 M City of Salinas 85 85 70 MRY SNS 12 A City of Salinas - Agency 103 103 71 SCR SCR 26 M City of Santa Cruz 471 471 72 SCR SCR 26 A City of Santa Cruz - Agency 177 177 73 SCR SCR 12 M City of Scotts Valley 22 22 74 SCR SCR 12 A City of Scotts Valley - Agency - - 75 MRY SNS 26 M City of Soledad 25 25 76 MRY SNS 26 A City of Soledad - Agency - - 77 SCR SCR 24 M City of Watsonville 50 50 78 SCR SCR 24 A City of Watsonville - Agency 3 3 79 SCR SCR 12 M Community Bridges 102 102 80 SCR SCR 12 A Community Bridges - Agency 10 10 81 MRY SNS 12 M County - Monterey 2,077 2,077 82 MRY SNS 12 A County - Monterey - Agency 756 756 83 SBC SNS 26 M County - San Benito 118 118 84 SBC SNS 26 A County - San Benito - Agency 101 101 85 SCR SCR 26 M County - Santa Cruz 1,454 1,454 86 SCR SCR 26 A County - Santa Cruz - Agency 107 107 87 MRY SNS 12 M Court - Monterey County 84 84 88 MRY SNS 12 A Court - Monterey County - Agency 38 38 89 SBC SNS 26 M Court - San Benito County 11 11 90 SBC SNS 26 A Court - San Benito County - Agency 10 10 91 SCR SCR 26 M Court - Santa Cruz County 91 91 92 SCR SCR 26 A Court - Santa Cruz County - Agency - - 93 SCR22 SCR 12 M Encompass CS 79 79 94 SCRof SCR 12 A Encompass CS - Agency 15 15 42 95 MRY SNS 12 M Housing Authority of the County of Monterey 55 55
N:\Finance\Monthend\2015\0115\Per Capita Analysis 01152015 2 of 5 2/21/2015 SEIU Local 521 DOCUMENT # 5 Per Capita Analysis
ABCDE FGHIJKLMNOPQR 2 County Office B C Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 AVERAGE 96 MRY SNS 12 A Housing Authority of the County of Monterey - Agency 3 3 97 MRY SNS 26 M MAOF 104 104 98 MRY SNS 26 A MAOF - Agency 5 5 99 SCR SCR 12 M Monarch Services 22 22 100 MRY SNS 26 M Monterey Bay Unified Air Pollution Control District 24 24 101 MRY SNS 26 A Monterey Bay Unified Air Pollution Control District - Agency - - 102 MRY SNS 12 M MV Public Transportation 5 5 103 SCR SCR 26 M Salud Para la Gente Inc 139 139 104 SBC SNS 26 M San Benito County Water District 10 10 105 SBC SNS 26 A San Benito County Water District - Agency 1 1 106 SCR SCR 12 M San Lorenzo Valley Unified School District - - 107 SCR SCR 12 A San Lorenzo Valley Unified School District - Agency - - 108 SCR SCR 26 M Santa Cruz County Regional Transportation Commission 11 11 109 SCR SCR 26 A Santa Cruz County Regional Transportation Commission - Agency - - 110 SCR SCR 26 M Santa Cruz Metro 96 96 111 SCR SCR 26 A Santa Cruz Metro - Agency 1 1 112 SCC SCR 12 M Soquel Creek Water District 12 12 113 SCR SCR 26 M YWCA of Watsonville 12 12 114 REGION 3 115 MAR FAT 12 M County - Mariposa 137 137 116 MAR FAT 12 A County - Mariposa - Agency 81 81 117 STA FAT 26 M County - Stanislaus 474 474 118 STA FAT 26 A County - Stanislaus - Agency 50 50 119 TUO FAT 24 M County - Tuolumne 19 19 120 MAR FAT 12 M Court - Mariposa County 8 8 121 MAR FAT 12 A Court - Mariposa County - Agency - - 122 MER FAT 26 M Golden Valley Health Center 461 461 123 MER FAT 26 A Golden Valley Health Center - Agency 15 15 124 STA FAT 12 M Salida Union School District - Headstart 31 31 125 STA FAT 12 A Salida Union School District - Headstart - Agency 3 3 126 REGION 4 127 FAT FAT 24 M Central California Legal Services 43 43 128 FAT FAT 26 M City of Coalinga 20 20 129 FAT FAT 26 A City of Coalinga - Agency 8 8 130 MAD FAT 26 M Community Action Partnership of Madera 71 71 131 MAD FAT 26 A Community Action Partnership of Madera - Agency 49 49 132 FAT FAT 26 M County - Fresno 2,719 2,719 133 FAT FAT 26 A County - Fresno - Agency 1,207 1,207 134 MAD FAT 12 M County - Madera COMPA 55 55 135 MAD FAT 12 M County - Madera SEMC 19 19 136 FAT FAT 26 M Court - Fresno County 224 224 137 FAT FAT 26 A Court - Fresno County - Agency 34 34 138 FAT FAT 12 M Dental Source 3 3 139 FAT FAT 12 M FASTA 321 321 140 FAT23 FAT 12 A FASTA - Agency 425 425 141 FATof FAT 26 M First Student 204 204 142 FAT42 FAT 24 M Fresno Housing Authority 91 91
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ABCDE FGHIJKLMNOPQR 2 County Office B C Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 AVERAGE 143 FAT FAT 24 A Fresno Housing Authority - Agency 26 26 144 FAT FAT 12 M Fresno Unified School District 476 476 145 FAT FAT 12 A Fresno Unified School District - Agency 87 87 146 FAT FAT 12 M Riverdale Unified School District 51 51 147 FAT FAT 12 A Riverdale Unified School District - Agency 8 8 148 REGION 5 149 KER BFL 26 M Bear Valley Community Services District 22 22 150 KER BFL 26 A Bear Valley Community Services District - Agency 2 2 151 KER BFL 26 M City of Arvin 19 19 152 KER BFL 26 A City of Arvin - Agency 2 2 153 KER BFL 26 M City of Bakersfield 509 509 154 KER BFL 26 A City of Bakersfield - Agency 241 241 155 KIN HJO 26 M City of Hanford 105 105 156 KIN HJO 26 A City of Hanford - Agency 28 28 157 TUL VIS 26 M City of Lindsay 7 7 158 KER BFL 26 M City of Shafter 13 13 159 KER BFL 26 M City of Taft 13 13 160 KER BFL 26 M City of Wasco 38 38 161 KER BFL 26 A City of Wasco - Agency 9 9 162 KER BFL 26 M Community Action Partnership of Kern 250 250 163 KER BFL 26 A Community Action Partnership of Kern - Agency 39 39 164 KER BFL 26 M County - Kern 2,812 2,812 165 KER BFL 26 A County - Kern - Agency 2,111 2,111 166 KIN HJO 26 M County - Kings 23 23 167 TUL VIS 26 M County - Tulare 826 826 168 TUL VIS 26 A County - Tulare - Agency 603 603 169 KER BFL 26 M Court - Kern County 249 249 170 KER BFL 26 A Court - Kern County - Agency 115 115 171 KIN HJO 26 M Court - Kings County 48 48 172 KIN HJO 26 A Court - Kings County - Agency 5 5 173 TUL VIS 26 M Court - Tulare County 157 157 174 TUL VIS 26 A Court - Tulare County - Agency 12 12 175 KER BFL 12 M Edison Elementary School District 16 16 176 KER BFL 26 M Kern County Water Agency 24 24 177 KER BFL 26 A Kern County Water Agency - Agency 25 25 178 KER BFL 26 M Kern Regional Center 132 132 179 KER BFL 26 A Kern Regional Center - Agency 9 9 180 KIN HJO 26 M Kings Community Action Organization 13 13 181 TUL VIS 24 M Lindsay-Strathmore Irrigation District 2 2 182 KER BFL 26 M North Kern Cemetery District 3 3 183 KER BFL 26 M Public Cemetery District #1 3 3 184 KER BFL 26 A Public Cemetery District #1 - Agency - - 185 KER BFL 12 M Standard School District 43 43 186 SBA VIS 12 M Student Transportation of America 31 31 187 KER24 BFL 12 M Taft Union High School District 25 25 188 of REGION 6 189 SMC42 RWC 12 M IHSS Consortium 23 23
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ABCDE FGHIJKLMNOPQR 2 County Office B C Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 AVERAGE 190 SMC RWC 12 A IHSS Consortium - Agency 13 13 191 SMC RWC 12 M IHSS San Mateo 2,390 2,390 192 SCC SJC 12 M IHSS Santa Clara 10,832 10,832 193 SCC SJC 26 M Institute on Aging/Older Adults Care Management 151 151 194 SCC RWC 12 M Pathways Continuous Care 62 62 195 SCC RWC 12 A Pathways Continuous Care - Agency 71 71 196 REGION OTHER 197 SCC SJC 12 M Child Care Providers United California 485 485 198 SCC SJC 26 M Local 521 Staff & Officers 33 33 199 SCC SJC 12 M Retired Members Chapter (521) 660 660 200 201 Total Members 44,023 ------44,023 203202 Total Agency Fee Payers 9,687 ------9,687 204 Total Count 53,710 ------53,710 25 of 42
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26 of 42 SEIU Local 521 - General Fund Budget for year 2014 DRAFT Version 2.2 Confidential
ABP Q 1 version 2.2 2014 - 12 months Notes 2 Budget 2.2 3 Headcount TOTAL DUES RECEIPTS 30,439,600 additional dues from SCCO and others 4 56,649 OTHER INCOME 5 Interest & Dividends 3,600 6 SMIHSS Administrative Reimbursement - stop admin. SM-IHSS benefit plan 7 Sublease Rent 67,000 8 B Misc. Income - SEIU Int'l subsidy - 9 A Misc. items spend from saving accounts 10 Total Misc. Income 70,600 11 TOTAL GENERAL FUND INCOME 30,510,200 12 GENERAL FUND EXPENSES 13 ORGANIZING OFFSET 4,025,172 14 SALARIES 15 5 Administrative 479,480 16 7 Admin Support 459,143 17 14 Directors 1,234,802 UNREP with 2.5% increase 18 60 Internal Organizers/Research,CED,CESA,Pol 4,363,184 CWA with 2.5% increase 19 20 Clerical 1,090,419 20 2 Facilities 97,057 21 5 Data Base 301,619 22 A Special project - pay by other funding - 23 Temp. Internal Organizers/Research 75,000 24 Temp. Clerical/Support 20,000 25 Vacation Liability Cash Out 400,000 cash out only 26 Total Salaries 8,520,705 27 113 PAYROLL RELATED EXPENSES 28 Pension 1,444,627 increase to 2014 at 18% 29 Payroll Taxes Expenses 963,085 30 Consultant - Trainer, NEG 30,000 31 Travel Staff-Admin 50,000 more travel 32 Travel Staff- Internal Organizers 120,000 " 33 Mileage/Ins. Reimb.-Admin & Director 13,656 no auto insurance reimb. 34 Mileage/Ins. Reimb.-Internal Organizers 135,641 no auto insurance reimb. 35 Telephone Reimbursement 90,000 36 12 Retiree Health Exp 108,930 37 Retire Benefit Trust Fund 12 Benefits(Health, Dental, 38 Vision,life,401K,Flex Plan matching) 3,110,943 health benefit at new rate for 2014 39 Workers Comp Insurance 280,900 remain the same rate as 2013 40 Recruiting exp 8,000 41 Total Payroll Related Expenses 6,355,792 42 Total Salaries & Payroll Expenses 14,876,497 43 MISCELLANEOUS 44 Agency Fee/Assoc. Exp. 504,000 remain the same as 2013 45 Capital Fund Expense 12,000 same as 2013 46 Admin exp share w. chapter 12,000 47 Free Life insurance to members (SCR, MRY & BFL) 4,000 49 Dodge Scholarship 15,000 same as 2013 50 Computer Database UnionWare 82,175 53 Accounting Software Gp 12,000 55 Total Miscellaneous 641,175 27 of 42
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ABP Q 1 version 2.2 2014 - 12 months Notes 2 Budget 2.2 56 57 ARBITRATIONS & LEGAL 58 A Arbitrations Fees & legal fees - representation 150,000 increase expenses 59 Arbitrations Fees & legal fees - 60 Retainer 258,000 remain the same as 2013 62 56,649 Automatic Legal Defense Fund ($0.12 per member per month) 81,575 63 Total Arbitrations & Legal 489,575 64 65 FACILITIES 66 Rent-SJC 450,000 67 Rent-SQL 58,000 68 Mortgage - Monterey & Parking - 69 Rent-Santa Cruz, Watsonville & Hollister & parking 47,000 70 Rent-Visalia & Hanford 20,400 71 Utilities 165,000 72 Kitchen Sundries 50,000 73 Gen. Liab. Ins. & Property Tax 170,000 74 Building Maintenance/Security/Janitorial 180,000 75 Total Admin - Facilities 1,140,400 76 77 ADMINISTRATIVE - OFFICES 78 Audit/Acct. Fees 110,000 79 Staff NEG Consultant - 80 Subscriptions 4,000 81 Office Sundries 70,000 82 Office Equipment Leases 192,000 83 Equipment Maintenance & Repair Contracts 70,095 84 Contributions 3,000 85 Research Material & Data 11,000 87 Total Admin - Offices 460,095 88 89 COMMUNICATIONS 90 Printing 42,000 more townhall meetings, robot call 91 Paper 20,000 " 92 Website/Station/communication 20,000 " 93 Telephone & Internet & Tele conference 211,473 " 94 Postage 60,000 " 95 Professional Fees/Translations 5,000 96 Total Communications 358,473 97 98 CONFERENCES/MILEAGE 99 Staff-Misc. Conf/Seminar 3,500 100 Exec. Board-Conferences & Training 30,000 Leadership Retreat 3/2014 + training 101 Misc. Members-Reimbursed - 102 Total Conferences/Mileage 33,500 103 104 STAFF MEETING & TRAINING 105 Staff / Director Training 16,000 8 session staff trainings 106 Staff - representation & political & communication 60,000 107 Clerical Staff 901 108 Executive Staff 1,200 28 of 42
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ABP Q 1 version 2.2 2014 - 12 months Notes 2 Budget 2.2 109 Tuition Reim.-Internal Organizers 1,000 110 Tuition Reim.-OPEIU 2,000 111 Total Staff Training 81,101 112 113 EDUCATION & TRAINING 114 Steward & Chief Steward & Leader Training 4,000 115 Executive Board 500 117 Industry Training Events 5,000 118 Total Education & Training 9,500 119 - 120 POLITICAL/SOCIAL INVOLVEMENT 121 41219 Candidates, Issues, IE Account ($0.25 per member per month) 123,657 increase to 2014 at $0.25 per mbr. 122 Legal & Accounting 40,000 123 Committee Meetings 10,922 124 Conferences 1,000 125 Electoral Staff/ Activity 1,000 126 Polls & Surveys 1,000 127 Special Printing 100 128 Subscriptions 200 129 Total Political/Social Involvement 177,879 130 131 SOCIAL & ECONOMIC JUSTICE 132 Committee Meetings 5,000 133 Conferences 350 134 Contributions/Solidarity 4,530 135 Caucus Activities 80,670 136 Total Social & Economic Justice 90,550 remain the same as 2013 137 138 MEMBER INVOLVEMENT 139 Memorabilia/Give away Member Pride 30,000 increase 140 Awards/Recognition 1,000 141 Ex Board Reimbursement 2,000 142 Rally Rental & Bus 20,000 143 Member Reimbursement/Lost time 2,500 144 Transportation & Vehicle Expenses 12,000 145 Total Member Involvement 67,500 146 147 NEGOTIATIONS 148 Printing Contracts - outside vendor 50,000 SCCO printed contract 149 Meetings & Supplies 50,000 150 Strike Preparations 40,000 151 Automatic Strike Fund Transfer - reduction to $1/mon 12 152 Total Negotiations 140,012 153 MEETINGS & EVENTS 154 Executive Board Meetings 30,000 155 Steward/Council meetings 3,002 156 521 Party & other events 1,000 157 2014-521 Convention 40,000 158 Officer Election-2013 - 159 Industries & Members conference 25,000 EW, nurse conference 160 Miscellaneous 1,000 29 of 42
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ABP Q 1 version 2.2 2014 - 12 months Notes 2 Budget 2.2 161 Total Meetings & Events 100,002 162 163 REPRESENTATIVE DUES 164 56,649 SEIU $7.65 ea 5,200,378 no change 165 50,487 SEIU Unity Fund $5.00ea 3,029,220 no change 166 746 SEIU Retirees & ChildCare $1.00ea 8,952 no change 167 56,649 SEIU/ State Council-$2.53ea 1,719,864 no change 168 700 Nurse Alliance $1.45ea 12,180 no change 169 22,329 So Bay CLC Jun/11$0.63,Jul/12$0.65 174,166 no change 170 3,411 SMCO CLC $0.60ea 24,559 no change 171 5,940 Fresno CLC $0.45ea 32,076 no change 172 8,323 Bakersfield CLC $0.50ea, est. increase 49,938 estimate to new rate $0.50 per capita 173 6,217 Monterey & Santa Cruz LC $0.55ea 41,032 no change 174 110 North Valley CLC 1,320 no change 175 56,013 CA Labor Fed 25% X .70ea, pd old rate $0.47 16,452 no change 176 Building Trades-SMCO 3,600 no change 177 Total Representative Dues 10,313,738 178 179 TOTAL EXPENSES 33,005,168 180 181 TOTAL INCOME LESS TOTAL EXPENSES (2,494,968) 182 183 VOLUNTARY TRANSFERS 184 Building Funds 48,000 reserve for building improvement 185 Strike Fund - 186 Total Transfers 48,000 187 TOTAL INCOME LESS EXPENSES & TRANSFERS (2,542,968)
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4 of 4 S:\Finance\Budgets\2014\2014budget2.2 2014Bdg2.2112013 11/21/2013 12:02 PM SEIU Local 521 DOC #2 Financial Statement as of Dec. 31, 2014 Revised 1.0
A BCDE F G H I J K L M N O P Q R S 1 SEIU LOCAL 521 2 Income Statement - Current and YTD 3 For the Twelve Months Ending Wednesday, December 31, 2014 4 5 JanJanJanFebFebFeb MarMarMar AprAprApr MayMayMay JunJunJun JulJulJul AugAugAug SepSepSep OctOctOct NovNovNov Dec Y-T-D NotesNotesNotes 6 ActualActualActual Actual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActualBetter/(Worse) 7 8 TOTAL DUES RECEIPTS $2,467,415$2,467,415$2,467,415 $2,809,605$2,809,605$2,809,605$2,448,621$2,448,621$2,448,621 $2,701,957$2,701,957$2,701,957 $2,763,447$2,763,447$2,763,447 $2,586,784$2,586,784$2,586,784 $2,369,785$2,369,785$2,369,785 $2,717,766$2,717,766$2,717,766 $2,525,753$2,525,753$2,525,753 $2,735,005$2,735,005$2,735,005 $2,435,031$2,435,031$2,435,031 $2,536,710$2,536,710$2,536,710 $2,522,914$2,522,914$2,522,914 ($13,796)($13,796)($13,796) $30,440,514 $31,084,083 $643,569$643,569$643,569 9 10 OTHER INCOME 11 Interest & Dividends 210 249 161 283 70 (34) 162 35 - 166 1,571 300 47 (253) 3,600 2,920 (680) interest rate is very low 12 Sublease Rent 7,396 6,155 8,872 7,605 7,735 7,735 7,807 7,807 7,932 6,656 7,923 5,583 7,023 1,440 67,000 90,646 23,646 IHSS suplement from INTL NOT 13 Misc. Income - SEIU Int'l Subsidy / Grants (9,998) 32,931 16,667 41,751 16,917 97,279 36,514 67,165 - - (1,900) 0 81,133 81,133 - 378,459 378,459 ACA 14 TOTAL OTHER INCOME (2,392)(2,392)(2,392) 39,33539,33539,335 25,70025,70025,700 49,63949,63949,639 24,72224,72224,722 104,980104,980104,980 44,48344,48344,483 75,00775,00775,007 7,9327,9327,932 6,8226,8226,822 7,5947,5947,594 5,8835,8835,88388,20388,20388,203 82,32082,32082,320 70,60070,60070,600 472,025472,025472,025 401,425401,425401,425 15 16 TOTAL GENERAL FUND INCOME 2,465,0232,465,0232,465,023 2,848,9402,848,9402,848,940 2,474,3212,474,3212,474,321 2,751,5962,751,5962,751,596 2,788,1692,788,1692,788,169 2,691,7642,691,7642,691,764 2,414,2682,414,2682,414,268 2,792,7732,792,7732,792,773 2,533,6852,533,6852,533,685 2,741,8272,741,8272,741,827 2,442,6252,442,6252,442,625 2,542,5932,542,5932,542,5932,611,1172,611,1172,611,117 68,52468,52468,524 30,511,11430,511,11430,511,114 31,556,10831,556,10831,556,108 1,044,9941,044,9941,044,994 17 18 GENERAL FUND EXPENSES 19 ORGANIZING OFFSET 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 335,431335,431335,431 --- 4,025,1724,025,1724,025,172 4,025,1724,025,1724,025,172 --- 20 21 SALARIESSALARIESSALARIES 22 Administrative 29,774 29,454 29,454 29,454 44,181 29,454 29,454 29,454 29,454 44,181 29,454 36,883 29,454 7,429 479,480 383,222 96,258 AR unfilled 23 Admin Support 32,321 31,381 31,381 32,652 47,397 31,614 31,622 31,632 31,627 47,397 31,614 35,319 31,800 3,519 459,143 412,438 46,705 24 Directors 97,174 88,746 88,746 89,644 132,530 88,464 88,464 88,577 88,746 133,320 89,553 94,985 (567) 95,552 1,234,802 1,073,397 161,405 Beth Postion funded by Ext Org 25 Internal Organizers/Research 318,212 311,864 298,018 312,973 443,025 307,416 304,979 307,161 316,759 464,783 316,612 335,630 326,173 9,457 4,363,184 4,027,975 335,209 vacant positions 26 Clerical 75,039 74,756 77,940 80,165 123,821 81,309 81,767 79,678 77,871 117,884 77,042 83,878 75,067 8,811 1,090,419 1,022,339 68,080 27 Facilities 7,373 7,213 7,214 7,213 10,820 7,213 7,213 7,886 7,213 10,854 7,314 7,466 7,281 185 97,057 94,807 2,250 28 Data Base Services 22,460 22,318 21,150 20,704 32,829 22,573 22,272 22,521 22,945 36,269 25,022 23,201 15,713 7,488 301,619 286,776 14,843 GOW position funded by Ext Org 29 Temp. Internal Organizers/Research 2,929 5,695 9,718 13,852 89,821 176,958 903 271 - 104 - 6,250 0 6,250 75,000 300,251 (225,251) contractors on NEG & IHSS Blize 30 Temp. Clerical/Support 8,728 10,675 6,254 4,426 4,518 5,207 5,148 4,240 1,696 1,060 - 1,667 7,176 (5,509) 20,000 59,128 (39,128) temp on 1 vacant position 31 Vacation & Comp Time 21,658 6,788 897 7,721 10,272 8,523 5,941 15,982 12,035 20,944 - 33,333 8,825 24,508 400,000 119,586 280,414 actual cash out 32 TOTAL SALARIES 615,668615,668615,668 588,890588,890588,890 570,772570,772570,772 598,804598,804598,804 939,214939,214939,214 758,731758,731758,731 577,763577,763577,763 587,402587,402587,402 588,346588,346588,346 876,796876,796876,796 576,611576,611576,611 658,612658,612658,612 500,922500,922500,922 157,690157,690157,690 8,520,7048,520,7048,520,704 7,779,9197,779,9197,779,919 740,785740,785740,785 33 34 PAYROLL RELATED 35 Pension 103,035 101,736 99,729 101,119 147,505 100,729 100,306 100,547 102,629 151,023 102,445 111,125 102,418 8,707 1,444,627 1,313,221 131,406 unfilled positions 36 Payroll Taxes 93,020 64,256 43,065 47,425 65,473 45,314 44,747 44,702 45,805 68,336 44,919 74,083 45,596 28,487 963,085 652,658 310,427 unfilled positions 37 Travel Staff - Admin 2,755 2,322 1,925 2,888 3,492 7,292 3,882 4,639 4,376 3,443 5,192 4,167 4,655 (488) 50,000 46,861 3,139 38 Travel Staff - Internal Organizers 4,643 8,131 8,186 20,007 15,601 21,314 40,528 10,637 13,033 6,993 21,541 10,000 17,244 (7,244) 120,000 187,858 (67,858) IHSS Blize 39 Mileage/Ins. Reimb.-Admin & Director 225 225 316 384 463 675 563 959 352 585 254 1,138 298 840 13,656 5,299 8,357 IRS rate increase in 2014 & IHSS 40 Mileage/Ins. Reimb.-Internal Organizers 12,038 9,728 13,101 17,339 12,223 19,048 12,571 11,382 15,013 16,436 10,729 11,303 20,851 (9,548) 135,641 170,459 (34,818) Blize 41 Telephone Reimbursement 8,718 4,501 6,115 7,002 4,267 8,249 4,683 8,420 5,838 7,250 5,407 7,500 7,214 286 90,000 77,664 12,336 42 Retiree Health 8,628 8,777 8,235 10,783 9,411 9,744 5,255 8,677 8,349 8,552 8,436 9,077 8,340 737 108,930 103,187 5,743 43 Retire Benefit Trust Fund 1 1 1 1 1 1 1 1 1 1 1 1 1 0 12 12 - 44 Benefits (Health,Dental,Vision,Life,401K,Flex Plan) 218,764 240,270 224,870 232,267 235,569 219,831 219,732 224,542 224,897 242,136 228,671 259,245 160,794 98,451 3,110,943 2,672,343 438,600 unfilled positions 45 Workers Comp Insurance 19,400 18,495 30,796 20,028 19,561 19,561 19,561 19,561 14,727 14,727 14,727 21,608 14,723 6,885 280,900 225,867 55,033 rate increased 46 Recruiting 99 171 255 547 436 120 605 396 1,137 67 173 667 183 484 8,000 4,189 3,811 47 TOTAL PAYROLL RELATED 471,326471,326471,326 458,613458,613458,613 436,594436,594436,594 459,790459,790459,790 514,002514,002514,002 451,878451,878451,878 452,434452,434452,434 434,463434,463434,463 436,157436,157436,157 519,549519,549519,549 442,495442,495442,495 509,914509,914509,914 382,317382,317382,317 127,597127,597127,597 6,325,7946,325,7946,325,794 5,459,6185,459,6185,459,618 866,176866,176866,176 48 49 TOTAL SALARIES & PAYROLL RELATED 1,086,9941,086,9941,086,994 1,047,5031,047,5031,047,503 1,007,3661,007,3661,007,366 1,058,5941,058,5941,058,594 1,453,2161,453,2161,453,216 1,210,6091,210,6091,210,609 1,030,2301,030,2301,030,230 1,021,8651,021,8651,021,865 1,024,5031,024,5031,024,503 1,396,3451,396,3451,396,345 1,019,1061,019,1061,019,106 1,168,5261,168,5261,168,526 883,239883,239883,239 285,287285,287285,287 14,846,49814,846,49814,846,498 13,239,53713,239,53713,239,537 1,606,9611,606,9611,606,961 31 of 42
N:\Finance\Monthend\2014\1214\Income Statement 12141214revised 1.0 1 of 4 SEIU Local 521 DOC #2 Financial Statement as of Dec. 31, 2014 Revised 1.0
A BCDE F G H I J K L M N O P Q R S 5 JanJanJanFebFebFeb MarMarMar AprAprApr MayMayMay JunJunJun JulJulJul AugAugAug SepSepSep OctOctOct NovNovNov DecDecDec Y-T-D NotesNotesNotes 6 ActualActualActual Actual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActualBetter/(Worse) 7 50 51 MISCELLANEOUS 52 Agency Fee 42,000 42,000 96,000 60,000 60,000 60,000 60,000 60,000 60,000 60,000 60,000 60,000 60,000 - 720,000 720,000 - 53 Capital Fund 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 - 12,000 12,000 - 54 Admin Exp Share w/Chapters 509 2,765 451 763 582 510 452 399 684 638 437 1,000 454 546 12,000 8,644 3,356 55 Free Life Insurance to Members (SCR, MRY & BFL) 312 316 315 309 308 301 295 295 298 295 303 333 302 31 4,000 3,649 351 Retiree Chapter Allocation for 2014 56 Chapter Fund Reimbursement - - - 5,711 1,554 893 905 908 878 1,038 1,002 - 1,807 (1,807) - 14,696 (14,696) every month 57 Dodge Scholarship 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 - 15,000 15,000 - 58 Computer Database Unionware 10,296 6,303 5,148 5,719 5,583 5,583 5,583 5,583 5,583 5,583 5,583 6,000 5,583 417 72,000.00 72,130 (130) IHSS software & invoice from 2013 59 TOTAL MISCELLANEOUS 55,36755,36755,367 53,63453,63453,634 104,164104,164104,164 74,75274,75274,752 70,27770,27770,277 69,53769,53769,537 69,48569,48569,485 69,43569,43569,435 69,69369,69369,693 69,80469,80469,804 69,57569,57569,575 69,58369,58369,583 70,39670,39670,396 (813)(813)(813) 835,000835,000835,000 846,119846,119846,119 (11,119)(11,119)(11,119) 60 61 ARBITRATIONS & LEGAL 62 Arbitrations Fees & Legal Admin 8,943 24,572 541 17,121 6,836 14,320 5,276 36,242 23,159 4,003 11,068 12,500 13,562 (1,062) 150,000 165,643 (15,643) more than anticipated 63 AutomaticRetainer Legal Defense Fund ($0.25 per member per 21,150 21,150 21,150 21,150 21,150 21,150 21,150 21,150 21,150 21,150 21,150 21,500 21,150 350 258,000 253,800 4,200 64 month) 6,798 6,798 6,798 6,798 6,798 6,798 6,798 6,798 6,798 6,798 6,798 6,798 6,798 - 81,575 81,576 (1) 65 TOTAL ARBITRATIONS & LEGAL 36,89136,89136,891 52,52052,52052,520 28,48928,48928,489 45,06945,06945,069 34,78434,78434,784 42,26842,26842,268 33,22433,22433,224 64,19064,19064,190 51,10751,10751,107 31,95131,95131,951 39,01639,01639,016 40,79840,79840,79841,51041,51041,510 (712)(712)(712) 489,575489,575489,575 501,019501,019501,019 (11,444)(11,444)(11,444) 66 67 FACILITIES 68 Rent - San Jose 36,574 36,574 36,574 36,574 36,574 36,574 36,574 36,574 36,574 36,574 36,574 37,500 37,337 163 450,000 439,651 10,349 69 Rent - Redwood City 5,256 5,256 5,256 5,256 5,256 5,256 5,256 5,256 7,408 5,256 4,304 4,833 4,304 529 58,000 63,320 (5,320) overlap both old & new offices 70 Rent - Santa Cruz & Watsonville 3,325 3,325 3,325 3,325 3,325 3,325 3,325 3,325 3,325 3,325 3,285 3,917 3,325 592 47,000 39,860 7,140 71 Rent - Hanford 500 500 500 500 500 500 500 500 500 500 500 1,700 550 1,150 20,400 6,050 14,350 72 Utilities 14,349 9,328 11,741 11,219 13,219 19,539 19,658 20,857 19,677 19,267 13,773 13,750 11,787 1,963 165,000 184,414 (19,414) 73 Kitchen Sundries (653) 3,343 2,802 5,031 5,393 5,107 5,223 4,377 5,572 2,516 1,536 4,167 4,268 (101) 50,000 44,515 5,485 74 General Liability Insurance & Property Tax 12,746 12,593 29,505 11,345 11,345 11,345 11,345 11,345 11,345 11,484 11,345 14,167 11,557 2,610 170,000 157,300 12,700 75 Building Maintenance/Security/Janitorial 17,212 18,552 13,538 14,143 19,930 16,368 9,406 18,425 14,415 12,708 15,969 15,000 7,070 7,930 180,000 177,736 2,264 HVAC & repair for varies offices 76 TOTAL FACILITIES 89,30989,30989,309 89,47189,47189,471 103,241103,241103,241 87,39387,39387,393 95,54295,54295,542 98,01498,01498,014 91,28791,28791,287 100,659100,659100,659 98,81698,81698,816 91,63091,63091,630 87,28687,28687,286 95,03495,03495,03480,19880,19880,198 14,83614,83614,836 1,140,4001,140,4001,140,400 1,112,8461,112,8461,112,846 27,55427,55427,554 77 78 ADMINISTRATIVE - OFFICES 79 Audit/Acct. Fees 2,506 1,329 1,380 10,488 2,599 1,288 21,471 7,723 7,980 9,259 1,256 10,167 2,493 7,674 122,000 69,772 52,228 80 Subscriptions 335 229 106 449 274 203 143 111 98 222 563 350 475 (125) 4,200 3,208 992 81 Office Sundries 2,302 11,233 5,577 13,306 5,293 9,440 13,418 4,115 3,209 9,509 4,247 5,833 (741) 6,574 70,000 80,908 (10,908) extra meetings - community first 82 Office Equipment Leases 17,806 16,597 16,939 16,251 15,588 16,377 15,651 16,714 16,005 16,078 16,304 16,000 6,681 9,319 192,000 186,991 5,009 83 Equipment Maintenance & Repair Contracts 4,779 4,737 2,208 5,299 6,574 5,954 5,650 5,178 4,036 5,353 7,075 5,841 3,747 2,094 70,095 60,590 9,505 84 Contributions 432 62 318 219 754 547 62 126 1,280 - - 250 666 (416) 3,000 4,466 (1,466) 85 Research Material & Data 850 653 1,225 248 1,463 - - 16,550 - - - 931 - 931 11,175 20,989 (9,814) Robo calls 86 TOTAL ADMIN - OFFICES 29,01029,01029,010 34,84034,84034,840 27,75327,75327,753 46,26046,26046,260 32,54532,54532,545 33,80933,80933,809 56,39556,39556,395 50,51750,51750,517 32,60832,60832,608 40,42140,42140,421 29,44529,44529,445 39,37239,37239,37213,32113,32113,321 26,05126,05126,051 472,470472,470472,470 426,924426,924426,924 45,54645,54645,546 87 88 COMMUNICATIONS 89 Printing 2,977 3,302 2,498 3,028 1,090 3,074 2,545 1,771 1,262 2,624 4,039 3,500 1,342 2,158 42,000 29,552 12,448 paper stock - IHSS and delegates 90 Paper 2,948 2,372 4,223 1,129 2,473 1,340 2,906 2,752 3,188 1,831 3,153 1,667 642 1,025 20,000 28,957 (8,957) convt. 91 Website/Station/Communication 199 199 199 4,821 7,199 1,999 199 199 199 199 2,614 2,583 518 2,065 31,000 18,544 12,456 92 Telephone & Internet 16,463 16,141 20,134 16,908 18,366 21,177 17,462 17,145 19,089 16,691 19,906 17,623 4,241 13,382 211,473 203,723 7,750 ACA tablets service 93 Postage 4,695 15,975 16,644 11,781 6,403 5,943 5,971 6,111 10,763 6,063 7,591 5,000 10,288 (5,288) 60,000 108,228 (48,228) increased 94 Professional Fees/Translations 266 286 518 522 63 140 396 338 - 1,637 328 417 40 377 5,000 4,534 466 95 TOTAL COMMUNICATIONS 27,54827,54827,548 38,27538,27538,275 44,21644,21644,216 38,18938,18938,189 35,59435,59435,594 33,67333,67333,673 29,47929,47929,479 28,31628,31628,316 34,50134,50134,501 29,04529,04529,045 37,63137,63137,631 30,79030,79030,79017,07117,07117,071 13,71913,71913,719 369,473369,473369,473 393,538393,538393,538 (24,065)(24,065)(24,065) 96 97 STAFF MEETING & TRAINING 98 Staff/Director Training 421 369 1,870 1,391 268 493 885 730 2,812 418 844 1,433 2,036 (603) 17,200 12,537 4,663 99 Staff - Representation & Political & Communication 6,523 3,825 4,830 5,132 5,329 4,128 3,723 4,875 12,059 4,902 4,994 5,000 8,739 (3,739) 60,000 69,059 (9,059) all staff meeting in March
100 Clerical32 Staff - - 1,023 ------75 - 75 901 1,023 (122) 101 Executive Staff - - of 102 Tuition Reimbursement - CWA ------83 - 83 1,000 - 1,000 42 103 Tuition Reimbursement - OPEIU ------167 - 167 2,000 - 2,000 104 TOTAL STAFF MEETING & TRAINING 6,9446,9446,944 4,1944,1944,194 7,7237,7237,723 6,5236,5236,523 5,5975,5975,597 4,6214,6214,621 4,6084,6084,608 5,6055,6055,605 14,87114,87114,871 5,3205,3205,320 5,8385,8385,838 6,7586,7586,75810,77510,77510,775 (4,017)(4,017)(4,017) 81,10181,10181,101 82,61982,61982,619 (1,518)(1,518)(1,518) 105
N:\Finance\Monthend\2014\1214\Income Statement 12141214revised 1.0 2 of 4 SEIU Local 521 DOC #2 Financial Statement as of Dec. 31, 2014 Revised 1.0
A BCDE F G H I J K L M N O P Q R S 5 JanJanJanFebFebFeb MarMarMar AprAprApr MayMayMay JunJunJun JulJulJul AugAugAug SepSepSep OctOctOct NovNovNov DecDecDec Y-T-D NotesNotesNotes 6 ActualActualActual Actual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActualBetter/(Worse) 7 106 EDUCATION & TRAINING 107 Steward & Chief Steward Training 916 493 433 283 368 62 181 194 754 272 274 584 576 8 7,002 4,806 2,196 108 Executive Board ------0 - - - 42 - 42 500 - 500 109 Education & Training Committee Meeting & Materials 38 ------0 38 (38) 110 Industry Training Events 52 99 18 176 56 392 1,000 94 950 1,022 111 417 50 367 5,000 4,020 980 111 TOTAL EDUCATION & TRAINING 1,0061,0061,006 592592592 451451451 459459459 424424424 454454454 1,1811,1811,181 288288288 1,7041,7041,704 1,2941,2941,294 385385385 1,0431,0431,043 626626626 417417417 12,50212,50212,502 8,8648,8648,864 3,6383,6383,638 112 113 POLITICAL/SOCIAL INVOLVEMENT 114 Candidates Account ($0.25 per Member per Month) 7,653 7,933 7,780 8,037 8,408 8,650 8,562 8,454 26,965 10,776 10,571 10,305 10,666 (361) 123,657 124,455 (798) 115 Issues Account ($0.00 per Member per Month) 116 I.E. Account ($0.00 per Member per Month) 117 Legal 2,316 1,563 1,884 2,881 2,709 3,787 2,187 1,860 - 5,553 - 3,333 8,181 (4,848) 40,000 32,921 7,079 118 Committee Meetings (352) 2,681 1,149 1,075 1,642 1,682 474 1,559 1,303 1,602 1,346 910 371 539 10,922 14,532 (3,610) more activities than anticipation 119 Conferences ------1,495 - - - 83 - 83 1,000 1,495 (495) 120 Electoral Staff/Activity - - - 121 Polls & Surveys ------781 167 - 167 2,000 781 1,219 122 Special Printing ------893 - - 8 - 8 100 893 (793) 123 Subscriptions ------17 - 17 200 - 200 124 TOTAL POLITICAL/SOCIAL INVOLVEMENT 9,6179,6179,617 12,17712,17712,177 10,81310,81310,813 11,99311,99311,993 12,75912,75912,759 14,11914,11914,119 12,71812,71812,718 11,87311,87311,873 29,16129,16129,161 17,93117,93117,931 12,69812,69812,698 14,82314,82314,82319,21819,21819,218 (4,395)(4,395)(4,395) 177,879177,879177,879 175,077175,077175,077 2,8022,8022,802 125 126 SOCIAL & ECONOMIC JUSTICE 127 Committee Meetings 893 103 154 53 1,986 80 147 173 2,630 200 103 100 167 (67) 11,760 6,689 5,071 128 Conferences - 1,112 - - - 675 - - - - 253 - - - 0 2,040 (2,040) 129 Contributions/Solidarity - 1,050 - - 400 - - - - 538 - - (100) 100 1,920 1,888 32 130 Caucus Activities 2,652 5,178 7,132 6,104 1,518 7,107 3,471 4,827 4,573 5,481 4,652 5,450 10,454 (5,004) 76,870 63,149 13,721 131 TOTAL SOCIAL & ECONOMIC JUSTICE 3,5453,5453,545 7,4437,4437,443 7,2867,2867,286 6,1576,1576,157 3,9043,9043,904 7,8627,8627,862 3,6183,6183,618 5,0005,0005,000 7,2037,2037,203 6,2196,2196,219 5,0085,0085,008 5,5505,5505,55010,52110,52110,521 (4,971)(4,971)(4,971) 90,55090,55090,550 73,76673,76673,766 16,78416,78416,784 132 133 MEMBER INVOLVEMENT 134 Memorabilia/Give Away/Member Pride 1,154 531 - (15) 11,483 372 2,447 - - 530 630 2,500 (114) 2,614 30,000 17,018 12,982 comminity first events 135 Awards/Recognition ------83 - 83 1,000 - 1,000 136 Planning & Event Prep - - 137 Ex Board/Advisory Board Reimbursement - - - 30 ------167 - 167 2,000 30 1,970 138 Rally Rental & Bus 310 338 - 22 2,309 2,423 - - - 11 1,330 1,667 674 993 20,000 7,417 12,583 IHSS Lobbying 139 Member Reimbursement/Lost time 236 48 119 348 7 100 142 864 164 172 100 208 320 (112) 2,500 2,620 (120) 140 Transportation & Vehicle 577 1,212 724 120 2,477 296 2,204 6,338 2,613 407 1,908 1,000 655 345 12,000 19,531 (7,531) meetings 141 TOTAL MEMBER INVOLEMENT 2,2772,2772,277 2,1292,1292,129 843843843 505505505 16,27616,27616,276 3,1913,1913,191 4,7934,7934,793 7,2027,2027,202 2,7772,7772,777 1,1201,1201,120 3,9683,9683,968 5,6255,6255,6251,5351,5351,535 4,0904,0904,090 67,50067,50067,500 46,61646,61646,616 20,88420,88420,884 33 of 42
N:\Finance\Monthend\2014\1214\Income Statement 12141214revised 1.0 3 of 4 SEIU Local 521 DOC #2 Financial Statement as of Dec. 31, 2014 Revised 1.0
A BCDE F G H I J K L M N O P Q R S 5 JanJanJanFebFebFeb MarMarMar AprAprApr MayMayMay JunJunJun JulJulJul AugAugAug SepSepSep OctOctOct NovNovNov DecDecDec Y-T-D NotesNotesNotes 6 ActualActualActual Actual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual ActualActualActual BudgetBudgetBudget ActualActualActualBetter/(Worse) BudgetBudgetBudget ActualActualActualBetter/(Worse) 7 142 143 NEGOTIATIONS 144 Printing Contracts - - - 515 ------4,167 - 4,167 50,000 515 49,485 145 Meetings & Supplies 3,845 2,476 1,824 1,189 1,199 1,032 541 810 1,215 709 729 4,167 366 3,801 50,000 15,935 34,065 146 Professional Negotiations 8,234 7,087 5,542 4,405 297 2,134 158 - - - - 2,500 - 2,500 30,000 27,857 2,143 for region 2 & 4 NEG 147 Strike Preparations ------3,333 - 3,333 40,000 - 40,000 148 Automatic Strike Fund Transfer ($0.50 per member/mom) ------1 - 1 12 - 12 149 TOTAL NEGOTIATIONS 12,07912,07912,079 9,5639,5639,563 7,3667,3667,366 6,1096,1096,109 1,4961,4961,496 3,1663,1663,166 699699699 810810810 1,2151,2151,215 709709709 729729729 14,16814,16814,168 36636636613,80213,80213,802 170,012170,012170,012 44,30744,30744,307 125,705125,705125,705 150 151 MEETINGS & EVENTS 152 Executive Board Meetings (152) 368 2,012 3,709 394 575 1,874 265 820 1,313 529 2,500 2,090 410 30,000 13,797 16,203 153 Steward/Council Meetings 94 144 - 616 257 486 225 276 210 - 60 - 677 (677) 0 3,045 (3,045) 154 521 Party & Other Events 64 (34) - - 446 - 12,227 14,857 - 39 88 3,417 - 3,417 41,000 27,687 13,313 L521 convention 155 By Law Convention - 400 Members 156 Industries & Members Conference - - 1,048 748 - - - - 367 - - 2,083 - 2,083 25,000 2,163 22,837 157 Miscellaneous 158 TOTAL MEETINGS & EVENTS 666 478478478 3,0603,0603,060 5,0735,0735,073 1,0971,0971,097 1,0611,0611,061 14,32614,32614,326 15,39815,39815,398 1,3971,3971,397 1,3521,3521,352 677677677 8,0008,0008,0002,7672,7672,767 5,2335,2335,233 96,00096,00096,000 46,69246,69246,692 49,30849,30849,308 159 160 REPRESENTATIVE DUES 161 SEIU $7.65 ea 426,863 439,894 434,098 437,702 442,214 444,650 403,474 399,087 397,841 404,787 395,329 433,365 402,011 31,354 5,200,378 5,027,950 172,428 162 SEIU Unity Fund $5.00ea 262,615 266,450 262,185 271,710 272,260 273,685 248,730 245,745 247,750 252,330 247,835 252,435 251,785 650 3,029,220 3,103,080 (73,860) Lost IHSS fee payers effective 7/2014 163 SEIU Retirees $1.00ea - 1,316 - 2,093 572 328 330 331 - 381 - 746 660 86 8,952 6,011 2,941 164 SEIU State Council $2.53ea 139,154 143,680 141,424 143,798 144,525 145,435 131,963 130,510 130,233 132,590 129,513 143,322 131,648 11,674 1,719,864 1,644,473 75,391 165 Nurse Alliance $1.45ea 974 977 967 953 970 951 960 983 977 964 961 1,015 950 65 12,180 11,587 593 166 So Bay CLC $0.65ea 14,302 14,848 14,243 15,194 16,106 16,795 16,737 19,105 13,873 16,633 16,692 14,514 16,448 (1,934) 174,166 190,976 (16,810) Lost IHSS fee payers effective 7/2014 167 SMCO CLC $0.70ea 2,380 2,387 2,386 2,381 2,475 2,438 2,430 2,422 2,421 2,482 2,518 2,047 2,475 (428) 24,559 29,195 (4,636) Lost IHSS fee payers effective 7/2014 168 Fresno CLC $0.45ea 2,232 2,710 2,768 2,781 2,812 2,798 2,727 2,756 2,538 2,785 2,203 2,673 2,763 (90) 32,076 31,873 203 169 Bakersfield CLC $0.25ea 2,093 2,087 2,096 2,091 2,105 2,101 2,042 2,020 2,080 2,093 2,087 4,162 2,083 2,079 49,938 24,978 24,960 170 Monterey & Santa Cruz LC $0.55ea 3,436 3,455 3,462 3,404 3,573 3,606 3,554 3,535 3,442 3,483 3,506 3,419 3,461 (42) 41,032 41,917 (885) 171 CA Labor Fed 25% X .47ea 1,308 1,353 1,331 1,349 1,357 1,365 1,238 1,225 1,220 1,242 1,212 1,371 1,233 138 16,452 15,433 1,019 172 Building Trades-SMCO - 600 ------300 - 300 3,600 600 3,000 173 North Valley CLC $.55ea 110 110 110 110 110 110 110 110 110 110 110 110 110 - 1,320 1,320 - 174 TOTAL REPRESENTATIVE DUES 855,467 879,867879,867879,867 865,070865,070865,070 883,566883,566883,566 889,079889,079889,079 894,262894,262894,262 814,295814,295814,295 807,829807,829807,829 802,485802,485802,485 819,880819,880819,880 801,966801,966801,966 859,479859,479859,479815,627815,627815,627 43,85243,85243,852 10,313,73710,313,73710,313,737 10,129,39310,129,39310,129,393 184,344184,344184,344 175 176 TOTAL GENERAL FUND EXPENSES 2,551,4912,551,4912,551,491 2,568,1172,568,1172,568,117 2,553,2722,553,2722,553,272 2,606,0732,606,0732,606,073 2,988,0212,988,0212,988,021 2,752,0772,752,0772,752,077 2,501,7692,501,7692,501,769 2,524,4182,524,4182,524,418 2,507,4722,507,4722,507,472 2,848,4522,848,4522,848,452 2,448,7592,448,7592,448,759 2,694,9802,694,9802,694,980 2,302,6012,302,6012,302,601 392,379392,379392,379 33,187,86933,187,86933,187,869 31,152,48931,152,48931,152,489 2,035,3802,035,3802,035,380 177 178 TOTAL INCOME LESS TOTAL EXPENSES (86,468)(86,468)(86,468) 280,823280,823280,823 (78,951)(78,951)(78,951) 145,523145,523145,523 (199,852)(199,852)(199,852) (60,313)(60,313)(60,313) (87,501)(87,501)(87,501) 268,355268,355268,355 26,21326,21326,213 (106,625)(106,625)(106,625) (6,134)(6,134)(6,134) (152,387)(152,387)(152,387) 308,516308,516308,516 460,903460,903460,903 (2,676,755) 403,619403,619403,619 3,080,3743,080,3743,080,374 179 180 VOLUNTARY TRANSFERS 181 Building Funds 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 - 48,000 48,000 - 182 Strike Funds 183 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 4,0004,0004,000 --- 48,00048,00048,000 48,00048,00048,000 --- 184 TOTAL INCOME LESS EXPENSES & TRANSFERS (90,468)(90,468)(90,468) 276,823276,823276,823 (82,951)(82,951)(82,951) 141,523141,523141,523 (203,852)(203,852)(203,852) (64,313)(64,313)(64,313) (91,501)(91,501)(91,501) 264,355264,355264,355 22,21322,21322,213 (110,625)(110,625)(110,625) (10,134)(10,134)(10,134) (156,387)(156,387)(156,387) 304,516304,516304,516 460,903460,903460,903 (2,724,755) 355,619355,619355,619 3,080,3743,080,3743,080,374 34 of 42
N:\Finance\Monthend\2014\1214\Income Statement 12141214revised 1.0 4 of 4 revised doc# 2 for 12/2014 Page 1 of 1
Reply Reply to All Forward
revised doc# 2 for 12/2014
Follow Up. Completed on Monday, March 09, 2015. Ming Lee Sent: Thursday, March 05, 2015 6:30 PM To: Luisa Blue; Roseann Dominguez ([email protected]); Roseann Dominguez Cc: Karen Summers
Attachments: Doc2INC1214revised 1.0.pdf (102 KB) [Open as Web Page]
Hello Luisa & RoseAnn:
I have to remove the ACA grant money from the Doc # 2, because the expenses were counted separately, they are not part of general fund expenditure, so as the grant income. Please see attached document the orange items where correction were done. So the total surplus for 2014 budget year reduced to $355,619.
We should announce on our next budget and finance meeting , officer meeting.
Sorry, overlooked it and we are making the correction now. Let me know if I can forward this to CCC committee for correction.
Thanks.
Ming Lee
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42 of 42 California SEIU Developmental Disabilities Council
2015 First Quarter Update
First Quarter Meeting
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.
On January 23rd our ARC SF members worked in concert with Golden Gate Regional Center and other local service providers to put on a successful rally in San Francisco is support of the campaign. The rally was covered by local media including KTVU Fox, and KCBS Radio.
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.
California State Council on Developmental Disabilites – 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.
Department of Developmental Disabilities Director Confirmation Hearings Catherine McCoy provided testimony in support of the confirmation of the new DDS director.
ARC-UCP Legislative Policy Conference Catherine McCoy and Dave Mulvey represented us at this important policy conference and Dave Was asked to address the conference as part of a panel representing the Lanterman Coalition.
Lobby Day Our annual Sacramento SEIU DD Council meeting and Lobby Day is scheduled for April 19th and 20th. We have already confirmed several legislative appointments and hope to have more scheduled soon.
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.
California SEIU Developmental Disabilities Council
2013/14 Annual Report
Background: The SEIU California Developmental Disabilities Council was formed in 2007 and is made up of direct support and regional center workers at our 19 DD agencies across the state. Prior to 2007, nearly all DD chapters in California were unified through a subcommittee of legacy Local 535. Since the formation of the “21” locals would result in breaking up Local 535, the hearing officer overseeing the process recommended the formation of “industry councils” to preserve the statewide coordination within an industry. The hearing officer specifically used the DD chapters as the example to justify this recommendation. This Council, through hard work and strategic planning by member leaders, has steadily increased our recognition as a leader in our industry. We are committed to increasing union density and improving the wages and conditions of workers in the field of Developmental Disability while supporting dignity, respect, and quality services to the people we serve.
Power through Community Partnerships Catherine McCoy and David Mulvey have been representing our council at the monthly Lanterman Coalition of DD Stakeholders meetings. We played a leadership role in moving the Lanterman Coalition to adopt and promote a unified budget plan -- For the first time in two decades. Working in concert with our Lanterman Coalition partners we made repeated visits with key legislators, their staff, and generated broad based community support for phone calling, letter writing and community rallies. We were successful in many of our aims including: funding for the minimum wage increases, adding funding for overtime for supported living providers, restoring cuts to Early Start services, and removing the prohibition on paying family insurance deductibles for Autism services. Finally we convinced the Governor to initiate a stakeholder process led by the Department of Health and Human Services to evaluate funding methodologies for Regional Centers and Direct Service Providers
Employment First Committee - David Mulvey continues to represent the council as a member of the California State Council on Developmental Disabilities Employment First committee. With SEIU support, the Employment First Committee has successfully passed the Employment First legislation that the SEIU CA DD Council has been supporting for several years.
Legislation – Working closely with ARCA and Disability Rights California, we have been actively tracking and responding to legislative initiatives. Last Fall Governor Brown signed into law two bills the council was actively involved in crafting and supporting: SB 468 (Emmerson) on Self-Determination, & AB1041(Chesbro) Employment First Bill.
We have been actively engaged with the sponsor and author of AB 1089 Early Start - Foster Care Transfer bill to create a process that should be effective in minimizing the time to establish services in a new Regional Center after a foster care child in the Early Start moves to a new area. The result was a much better bill and establishing the reputation of SEIU DD Council as a valuable partner in developing DD Related legislation.
We have opposed a number of bills that would have created additional unfunded workload for Regional Centers and service provider agencies.
Communications We have redesigned and updated the DD Council website SEIUDD.org We have also created a grass roots coalition called Keep the Promise Coalition in an effort to build community support for quality services for persons with Developmental Disabilities. The coalition has its own website keepthepromisealive.org and regularly communicates with it's members.
Organizing - The council and its members continued to support organizing efforts in the DD Community. Organizing campaigns have included Mission Hope, California Autism Foundation, ARC of Amador & Calaveras, DDSO Sacramento and Stockton, and San Diego and Inland Regional Centers.
Legislation allowing Regional Center Clients to opt out of the traditional service delivery system in favor of an individual budget has been signed into law. We are currently working with the implementation taskforce to design a service model that includes the opportunity for new workers to choose a union voice.
Lanterman Coalition 10 Campaign Strategic Plan Updated Plan March 20, 2015
2015 Members:
1. The Arc and 2. United Cerebral Palsy California Collaboration 3. Association of Regional Center Agencies 4. Autism Society of California 5. California Supported Living Network 6. California Disability Services Association 7. Family Resource Center Network of California 8. People First of California 9. Disability Rights California 10. Service Employees International Union. 11. Easter Seals 12. Cal-TASH 13. CA State Council on Developmental Disabilities 14. The Alliance 15. ResCo 16. Infant Development Association 17. California Respite Association 18. EducateAdvocate 19. California Association of Health Facilities
What We’re Asking For: A Roadmap to Stop the Current System Collapse
1. 10% across the board increase for the community services and regional center operations. 2. 5% annual COLA for out years until the rate structures are reformed. 3. Long term system reform focused on repairing the broken rate system.
The 10% is not an end goal, the purpose for the 10% is to stop the current crisis from continuing to escalate and to begin to stabilize the community system.
Our 2015 Three-Pronged Approach
The Lanterman Coalition has been engaged this year in a three-pronged approach to stabilize the community system and stop what we refer to as the collapse of the system. We are asking for a 10% across the board increase for community services and regional center operations, a 5% annual COLA in out years, and long term rate reform. Our approach this year is to (1) engage in lobbying efforts with the legislators and Brown Administration officials, (2) involve local groups and grassroots advocacy, (3) and to develop an ongoing communications infrastructure that encourages our community engage with themselves and with policy makers and provides us with opportunities to get our issues front and center with policymakers and their staff in a variety of social media and traditional media forums.
Lobbying Policymakers
The top priority targets in phase one were the legislators and staff of budget and policy committees in Health and Human Services. There was a capitol briefing organized by ARCA to inform legislative staffers about the developmental services system and to make sure they understood the 10 campaign. In addition to the request for a 10% across the board increase, 5% COLA, and rate reform we make a few of the following points depending on their interests and priorities: 1. The Lanterman Coalition is in consensus regarding the scope and scale of the problem and are in agreement as to the need for a 10% across the board increase. 2. The Lanterman Coalition is diverse and represents all facets of the developmental disabilities community. 3. Today we spend 10% less per person in community services than we did in 2007 (adjusted for inflation), the rates (which have been frozen for over a decade) are based on either cost statements for day programs from 1991 or on a 1990 service model for community residential services. The rates don’t connect to the realities of the costs of providing services. 4. There have been over 50 changes to the Lanterman Act all made with the intention of saving money. Some of these cost regional centers and providers more money to implement or reduced or eliminated services for people with disabilities and families. 5. No service and no subgroup in our community has done well during the recession and even the best funded parts of the system are in a really bad condition, the others are doing even worse. 6. Over a billion dollars were removed during the recession which was a dramatic divestment from this community. 7. Larger well established community organizations were able to take in people to their programs when the small and midsized programs went out of business or shut down programs but today these programs are reporting program closures and long waiting lists. The safety is now disappearing completely. 8. Developmental services supports people throughout their lifetimes that why there is a net caseload growth every year. As opposed to education who’s budget are based on population cohorts 9. Millions of federal dollars were lost in years past because California was unable to meet the Medicaid ratio requirements for case management. Today we are not meeting the ratios required. 10. Developmental Centers should close, it’s an outdated model that we would not build today. Half million dollars per person savings could go towards the needed investment in community services. 11. Most adults live at home with their family (93,000 live at home with aging caregivers) the major divestment from community services adds to the strain on caregivers and increases isolation violating the ADA. 12. We leave the report “On the Brink…”, each of the talking points by the Lanterman Coalition, lead them to Lantermancoalition.org, and encourage them to follow us on twitter, like us on facebook, and check out the videos on our YouTube channel.
Targeted list of Leadership for Disability impact (Lobbyist targeted list):
Phase One Targets Senate Bob Huff Assembly Bonta, Rob Assembly Brian Jones Assembly Chiu, David Senate Fran Pavley Senate Jeff Stone Senate Jim Beall Assembly Jones, Brian Assembly Kansen Chu Assembly Shannon Grove Assembly Thurmond, Tony (Chair) Senate Mitchell, Holly (Chair) Senate Monning, William Senate Stone, Jeff Senate Berryhill, Tom (Vice-Chair) Senate Hancock, Loni Senate Liu, Carol Senate McGuire, Mike (Chair) Assembly Chad Mayes
Staff Senate Kirk Feely LAO Rashi Kersawani Senate Peggy Collins Assembly Jazmine Hicks Assembly Nicole Vasquez Senate Jen Troya Assembly Gail Gonnet Assembly Julie Souliere
Phase Two: The top priority targets in phase two are the known and potential members of the upcoming Budget Conference Committee. The * denotes those Members that will be on the Conference Committee for sure, the others are potential Members (we are likely to add more names to the list over time). The goal is to complete these meetings by the end of April.
Phase Two Targets Senator Mark Leno Assembly Melissa Melendez Senator Jim Nielsen Assembly Dr. Shirley Weber Assembly Frank Bigelow Assembly Richard Bloom Assembly Jimmy Gomez Senator Loni Hancock Senator Ricardo Lara
OTHER LEGISLATORS: Assembly Mark Stone Senator Marty Block Assembly Jim Frazier Assembly Mike Gipson Senator Jerry Hill Senator Ben Hueso Assembly Jacqui Irwin Senator Connie Leyva Senator Carol Liu Assembly Kevin Mullin Assembly Adrin Nazarian Assembly Kristin Olsen Senator Richard Pan
Staff Finance LAO Shawn Martin Assembly Myesha Jackson Assembly Mary Bellamy Senate Mareva Brown
Phase three:
In Development…
Grassroots and other Local Group Engagement
So far this year we have worked with the San Diego Provider Network, the Los Angeles provider group, and the California Service Advisory Committee Chairs (CASACC) as our outreach to coordinate efforts with local groups. In addition to connecting with two well established local group in metropolitan regions we also have monthly meetings with the CASACC which is a group of representatives from the regional center vendor advisory committees giving us a complete reach into all local provider groups statewide. Families and people with disabilities are organized locally in grassroots groups by The Arc California, Autism Society of California, Family Resource Center Network of California, People First of California, and EducateAdvocate. Local and conference presentations have been made to The Arc Bakersfield, New Advances for People with Disabilities, The Arc Taft, The Central Valley Regional Center Vendor Advisory Committee, CDSA Central Valley Caucus, East Bay Developmental Disabilities Coalition, UC San Francisco Developmental Disabilities Conference, Sacramento DD Council, Statewide Self-Advocacy Network, 8th Annual DD Public Policy Conference, and others. The biggest single event so far was the Rally just prior to the first budget hearing. Over 400 advocates were in attendance, ARCA agreed to take lead on organizing, Jacquie Dillard’s STEP program promoted the event locally and brought out the majority of advocates, The Arc brought advocates from Placer, Contra Costa, Alameda, Amador, and Calaveras counties, Will Sanford’s Futures Explored brought advocates from Sacramento and the East Bay, and ARCA brought advocates from North Bay, San Francisco, East Bay, Alta region, and more. CSLN and CDSA brought member organizations from the region.
Finally a major ongoing activity for us in engaging the grassroots has been to focus on supporting the sign on letter by Senator Jim Beall, Jr. requesting a 10% across the board increase for our system. As of this date the following legislators have signed on:
1. Senate Jim Beall 2. Senate Carol Liu 3. Senate Lois Wolk 4. Senate Cathleen Galgiani 5. Senate Fran Pavley 6. Senate Andy Vidak 7. Senate Jeff Stone 8. Senate Joel Anderson 9. Senate Tony Mendoza 10. Senate Loni Hancock 11. Senate Jerry Hill 12. Senate Robert Hertzberg 13. Senate Marty Block 14. Senate Patricia Bates 15. Senate Mike Morrell 16. Senate Connie Leyva 17. Senate Bob Huff 18. Assembly Kansen Chu 19. Assembly Susan Bonilla 20. Assembly Jim Frazier 21. Assembly Katcho Achadjian 22. Assembly Das Williams 23. Assembly Catharine Baker 24. Assembly Brian Maienschein 25. Assembly Jacqui Irwin 26. Assembly Luis Alejo 27. Assembly Brian Jones 28. Assembly Mark Stone 29. Assembly Matt Dababneh 30. Assembly Shannon Grove 31. Assembly David Hadley 32. Assembly Marie Waldron 33. Assembly Mike Gatto 34. Assembly Rudy Salas 35. Assembly Bill Dodd
Communications Plan
Tasks/Tactics 5.1 Create professionally designed materials to support the messaging associated with the above strategies & tactics and make available to all Lanterman members. Set up and manage a web presence that will hold all data, reports, coalition information, and action alerts. Set up and manage a social media infrastructure that engages advocates and drives traffic to the website. Create: YouTube Channel, Twitter Account, Facebook, Online petition, and utilize coalition member networks. Solicit commitments from coalition members to fund a media consulting firm. Determine what the work plan would be for the consulting firm and be strategic in targeting specific media outlets in key political regions. Try to use the concept of “ten” in as many materials as practical. Decide which materials and/or what campaigns require targeted or adapted communication messages and identify who will take the assignment Possibly explore how re-shape a campaign specifically focused on the important issue(s) for consumers and for families. This may need to be a special workgroup. Create a Master Calendar placed on everyone's website. Decide what other activities require and/or can benefit from professional Communications teams - Rally activity, Press Release, Letters to the Editor, opportunities to respond and participate in news stories, i.e. of all activity supported throughout the state when and where do we need to maximize use of specialized expertise and be specific about the expertise requested. Create videos for social media campaign – by April 15 Call to Action materials Social Media Training for Coalition Members April 10 Social media Campaign Create Hashtag for Twitter #KeepThePromise Creative messaging ad theme Launch social media ads on facebook/rtumble/twitter Facebook page for Lanterman Coalition Update website What about Instagram (maybe – Dwight?)) Twitter (yes- Tony/PR Team), YouTube (Jacquie and Tony?/PR Team) Constant Contact and other email services (everyone), etc? Do online petition (yes – Tony) People who are already doing social media will continue doing it…. Constant Contact/other email services (still need inventory list) Expand social media ad buys to CMR, Nooner, Facebook A Public Relations/Promotional Plan Steering Committee – We need to better involve this committee as a small and readily available rapid response committee. First: Beal letter Second Beall Letter – ARCA, The Arc CA One page Lanterman Coalition letter: Tony (December letter), Daniel (February letter) On-line petition - Tony Legislative invites to come-meet and see what we do and why it is important (what is the status?) . Providers . Regional Center . Consumers . Families Tool Kit for use by advocates . Local advocacy (Do you have great local stats? What else should the toolkit include?) . Statewide advocacy . Media kit on website (Drop Box) by March 30 Letters to editor (launch in targeted districts mid April) . Newspaper . Steve Miller – has developed major connections. . On-line newspapers Facebook include addresses to legislators and editors . www.leginfo.ca.gov Messaging . #KeepThePromise Keeping choice alive; self-determination themes; guaranteeing self- determination; keeping families together. . Self-Advocates: . Service Providers: . Legislators:
Review Other Tasks/Tactics: Facts and Data
The Association of Regional Center Agencies (ARCA) is currently working on a report that will (1) Examine the California fiscal efforts compared to other states for developmental services, and (2) analyze and compare the rates of similar services across states. ARCA is conducting a questionnaire survey of the regional centers on the fiscal impact to services and closures of programs and any creative financing solutions to support people with complex needs. The Arc of California is producing a report on poverty and developmental disabilities as part of a larger report by the CCLTSS on Poverty and Seniors and People with Disabilities. 1st Step complete initial “Talking Point on Poverty and Our Community”. The Arc and United Cerebral Palsy California Collaboration will Produce a Full Report on Poverty and Developmental Disabilities to be released just prior to the May Revise. Do you have a date for this? The Research and Training Center on Community Living from the University of Minnesota, has produced a new resource on poverty and people with developmental disabilities. Post on the research section of the website. We can use the National Core Indicators data to focus on some areas that stand out. Report will be released tot eh public in early April. Search and gather in one place additional data to verify claim: research section of the website. Create a plan for how to utilize factual materials. The lobbying efforts include factual “Talking Points” with legislators, administration officials, staff and other policymakers. Involve Communications professionals in crafting materials to simplify key messages linked to research based proofs as provided in the above source documents. See Communications plan… Create a specific action plan to each target audience identified. On the website… Create ways to host data for easy access by others who want to use the information. On the website… We should use The Arc California survey monkey account to ask advocates “what’s the most important benefit a 10% investment would make” or why is it important to them to stop the trend of system collapse. We need stories, data without stories will be useless. We need a report of many stories that reflect the current “tipping point” events that are now happening. The Task Force on the Developmental Services (System) chaired by Diana Dooley to work towards a long term plan for rate reform, this is ongoing within a year or two. Materials to be developed: Tony, Eileen; slogan/message (create 3 optional slogans); develop a Lanterman Coalition letter built pm the Beall letter-ready for approval at the next Lanterman Coalition meeting (next week?) Create a master calendar-place on website. Purpose – coordinating efforts in the capital and in the local communities. Use as a way for the Lanterman Coalition members to know what is going on and to collaborate/not duplicate or crowd out the effort. Create a master email list – use for information dissemination. Form of communication to be determined I. e. email blasts, newsletter.