officers’ meeting agenda · 8/26/2014 · education and training report - (none) 3. organizing...
TRANSCRIPT
OFFICERS’ MEETING AGENDA
August 26, 2014, Start Time: 6:00PM
Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting starts at 6:00pm. Thefirst 15 minutes may be used for an open forum for members who wish to comment on issues of concern or describe union victories in their workplace (maximum of 2 minutes addressing items not on the agenda except under special circumstances). Meeting will start when all speakers are completed or at 6:15 whichever comes sooner. If members arrive before 6:15 and the general meeting has begun, it will be suspended for the members’ comments. If Board action is requested, the Board may place the matter on a future agenda. All statements that require a response will be referred to staff for reply in writing.
Responses to Last Officers’ Meeting Open Forum Issues 1. None
Roll Call – 6:15PM quorum determined - (Karen Nakatani)
Announcements: 1. Swearing in any unsworn delegates/trustees - (last sheet in the packet)
2. Executive Session at end of meeting – Staff issue.3. Cheryl Easterbrook has retired and is no longer on either the Executive Board or the Budget
& Finance Committee.
REPORT CONSENT AGENDA: If there is anything you wish to discuss prior to approval of Motion A, please pull the item from the Agenda for discussion. What is not pulled from the Consent Agenda is considered approved without discussion when Motion A is passed.
Motion A – Report Consent Agenda Approval - (pages 3-4) 1. Approval of Officers’ Meeting Minutes – July 22, 2014 - (pages 5-10)
2. Budget & Finance Committee Reports – August 20, 2014 - (pages 11-42)
3. Good & Welfare Committee Expenditures Report – August – noneAny Requests for Assistance – please send them to both RoseAnnDominguez at [email protected] and Karen Summers at [email protected]
Written Reports & Correspondence Requiring no Action by the Officers – They may be pulled for discussion if desired.
1. Officers’ Reports 1st Vice President Report - (none)
2. Education and Training Report - (none)
3. Organizing Report - pages 43-44)
4. Communications Report - (none)
5. IT Report - (pages 45-46)
6. Admin/Building Report - (none)
7. PAC/PAC Totals Report - (pages 47-48)
8. Trustee Report - (none)
9. Caucus Reports - (none)
10. Industry and Committee Reports Nurse Alliance Report - (none)
11. Correspondence – Thank you note from the Lewis Family
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Motion B – Political Consent Agenda - (pages 49-50)
1. Political Motions B/1 – B/26 - (pages 51-102)
Items Pulled from the Consent Agenda or the Report Consent Agenda
1. Pulled Items from the Consent Agenda 2. Pulled Items from the Report Consent Agenda 3. Other Oral Reports
President’s Report: President Gwyn Harshaw
1. None - (oral)
Chief Elected Officer Report: Luisa Blue
1. Any Updates - (oral) a. Harris vs Quinn – consequences b. State Federation of Labor Convention Report c. 521 Convention Report d. International Executive Board Committee Reports
Organizing Committee
Leaders for Action and Justice
New Business
1. Motion C – Accept the 2013 Audit and Recommend Executive Board Acceptance - (pg 103-104) Letter of Findings - (pages 105-108) Report on Internal Controls and Other Matters - (pages 109-116) Consolidated Financial Statements - (pages 117-134) Statement of Expenses and Chargeable vs Non-Chargeable - (pages 135-144)
2. Motion D – Recommendation to Executive Board of June Motion H Member against Member Charges Revisions - (page 145-154)
Unfinished Business
1. Update – Trial Committee on Santa Clara County Incident (Adam Gintz, Luis Aguilar, Gary Linsner, Linda Krolnik) – Hearings were held and the written decision will be forthcoming.
2. Update – Trial Committee on Santa Clara County Incident (RoseAnn Dominguez, Karen Nakatani, Bill Ragland) – The Committee is looking at documentation of the charge on 8/21/14.
3. Update Strike Hardship Committee – (John Gutierrez, Chair, Bill Ragland, RoseAnn Dominguez, Laura Basua, Regina Kane, Alysia Bonner, Jennifer Jensen, Rachel Subega). Their goal is to have a Policy ready for the September Executive Board Meeting.
Adjournment LB: kns SEIU 521 CTW/CLC
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LB:kns SEIU 521 CTW/CLC
SEIU Local 521 Officers’ Motion
* Motion Letter: A Date: August 26, 2014
Motion Title: Report Consent Agenda
The Following Reports have been placed on the REPORT CONSENT AGENDA for approval/confirmation without discussion. If you wish discussion pull the report from the REPORT CONSENT AGENDA – NO Motion is required to remove a report from the Report Consent Agenda.
Committee Reports Requiring Approval/Confirmation: (as noted below)
1. Approval of the Minutes for the Officers’ Meeting of July 22, 2014 - (pages 5-10)
2. Concurrence of Executive Board Email Poll – Appointment of a Trial Board of RoseAnn Dominguez, Karen Nakatani, and Bill Ragland to hear charges YES votes: Myrna Bravo, Carmen Morales, Muriel Frederick, Santiago Oceguera, Vero Rodriguez, Alysia Bonner, Sonja Bennett, Adam Gintz, Gary Linsner, Via Cooper, Greg Gomez, Regina Kane, Matt Nathanson, Laura Basua, Luis Aguilar, Lydia Torres, Scott Johnson, RoseAnn Dominguez, Jennifer Jensen, Rosemary Romo, Josh Wallace, Javier Sanchez, Victoria Rodriguez, Karen Nakatani, Tonya York, Diane Goldwasser; NO votes: Cheryl Easterbrook; abstaining: none.
3. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521 Treasurer
August 20, 2014 Meeting – The Committee reviewed the June, 2014 Financials - (11-36), questions were asked.
B&F Item 1 – Approved - the June 2014 Financials presented - (page 37-38)
B&F Item 2 – Approved – Donation of $1,000 to a Kern Courts Heroes Event - (page 39-40)
B&F Item 3 – Approved – Recommend Officers Approve the 2013 Audit Report - (page 41-42)
Discussion – Financial Impact post Harris vs Quinn 4. Good and Welfare Committee Report – donations in August
none. Please submit all Good & Welfare requests to both RoseAnn
Dominguez and Karen Summers.
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LB:kns SEIU 521 CTW/CLC
* Motion A: To approve/confirm as presented ALL Reports on the Report
Consent Agenda EXCEPT those pulled and listed below which will be held for discussion:
Follow Up:
Moved by:__________________________ __ Second :____________________________
Pulled:______________________________________________________________
Votes in Favor:____________ Votes Opposed:___________ Abstentions:_____________
Motion: Carries Fails: Tabled Until: Date:_________
Signatures
____________________________________________
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Minutes July 22, 2014 – Officers’ Meeting
Call to Order: by President Gwyn Harshaw at 6:04pm.
Officers Roll Call in Attendance on Video Conference or Teleconference: Gwyn Harshaw President Karen Nakatani Secretary RoseAnn Dominguez Treasurer Muriel Frederick Region 1 Vice Pres.
Matt Nathanson Salinas Alysia Bonner Region 4 Vice Pres Tonya York Region 6 Vice Pres Luisa Blue CEO
Officers Absent - Excused John Gutierrez First VP
Executive Board also in attendance on Video Conference or Teleconference: Javier Sanchez Salinas Laura Basua Fresno
Via Cooper-Whigham Fresno Linda Krolnik Bakersfield
Local 521 Trustees on Video Conference or Teleconference: William Ragland Salinas Connie Chew San Jose
Local 521 Staff on Video Conference or Teleconference: Karen Summers San Jose Julie Barman San Jose
Pam Rodgers San Jose
Local 521 Members in Attendance: None
Guests: Hugh Dung San Jose Greg Maroldy San Jose
Open Forum for Member Presentations:. 1. May 20th Laura Basua tried to call into the Officers’ meeting, but was unable to get
connected. 2. Linda Krolnik reported that one of Kern Courts main management team may not be
coming back. 3. RoseAnn Dominguez reported that the Fresno Housing Authority has begun their
financial contract reopener. If they need research help do they contact Albert? Luisa suggested talking with Tom. We will only be able to get information about Housing Authorities we represent.
4. Alysia Bonner wants development of member leaders. She is concerned that only staffis being developed and not the member leaders. Luisa said that staff must be developed in order to develop leaders and be able to truly assess and identify who are truly leaders. Possibly this subject should be agenized for another meeting.
Responses to Last Month’s Open Forum Issues: 1. None.
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Roll Call and Quorum Determination: A quorum of Officers was confirmed as present at 6:04pm.
Announcements: 1. There were no new Delegates or Trustees to be sworn into office. 2. There will be an Executive Session for the Officers on a personnel issue and to
determine recommendations for a Trial Board for a member charge following the meeting.
3. Hieu/Hugh Dang spoke about Union Dental and how he feels it can benefit SEIU Local 521 union members.
Motion E – Union Dental Motion: Recommendation from the Officers to the Executive Board to pass on the Union Dental information to the members in Regions 1, 2, and 6 with the Executive Board making the decision in September. Moved; seconded; passed.
Report Consent Agenda:
Motion A – Report Consent Agenda Approval/Confirmation. Motion: To approve as presented without discussion the following items listed on the Report Consent Agenda. 1. Minutes of the May 20, 2014, Officers’ Meeting 2. Budget & Finance Committee Report from the June 16, 2014, meeting Treasurer
RoseAnn Dominguez. The Committee reviewed the February 2014 financials. Questions were asked.
B&F Item 1 – Approved the May 2014 Finances under the consent agenda.
B&F Item 2 – Approved – Transfer of Organizing Money to the General Fund to pay for the IHSS Campaign Expenses.
B&F Item 3 – Approved – Make Room for Staff in the Fresno Office B&F Item 4 – Approved – Contribute $250 to Filipino Advocates for
Justice. Discussion on Ethics Training by our Accountant for Leadership and
staff. Discussion - Harris vs Quinn Federal Supreme Court Decision –
consequences. 3. The Good and Welfare Committee Report – donations for July.
None Note: Any requests for assistance should be emailed to both RoseAnn
Dominguez at [email protected] and Karen Summers at karen.summers @seiu521.org.
Moved; seconded; passed as presented.
Written Reports & Correspondence Requiring no Action by the Officers
Officers’ Reports 1st Vice President Report – none.
Education and Training Report - none
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Organizing Report – in packet. Communications Report – in packet IT Report –in packet Admin/Building Report – none PAC/PACE Totals Report – in packet Trustee Report – none. Caucus Reports – none Industry and Committee Reports – none Correspondence – none
Political Consent Agenda Approval/Confirmation
All Political Motions were approved as presented without discussion on the Motion B Political Consent Agenda. No motions were pulled.
Motion B – Political Consent Agenda Approval/Confirmation Motion: To approve/confirm as presented without discussion the following Motions: Motions B/1 - B/5. Moved; seconded; passed as presented.
Motion B/1 – Contribute to the Mike Garcia Retirement Fundraiser through his Non-Profit Scholarship Fund Motion: To contribute $2,500 from the SEIU Local 521 Issue Account to fund Mike Garcia’s Non-Profit Scholarship Fund. Moved; seconded; passed as presented.
Motion B/2 – Contribute to Toni Atkins, Speaker of the Assembly - $2,500 from the SEIU Local 521 Candidate PAC. Motion: To contribute $2,500 to Toni Atkins for State Assembly from the SEIU Local 521 Candidate PAC. Moved; seconded; passed as presented.
Motion B/3 – Kern, Inyo & Mono Central Labor Council 2014 COPE Fundraiser Dinner August 1, 2014 Motion: To approve a contribution of $500 from SEIU Local 521 Candidate PAC to purchase 5 tickets for Kern County SEIU members to attend the Fundraiser Dinner from the SEIU Local 521 Candidate PAC. Moved; seconded; passed as presented.
Motion B/4 – $1,000 from 521 Candidate Account to Support Tom Torlakson for State Superintendent of Schools Motion: To approve a contribution of $1,000 from SEIU Local 521 Candidate PAC to support Tom Torlakson for State Superintendent of Schools. Moved; seconded; passed as presented.
Motion B/5 – 3rd Annual South County Democratic Club BBQ - $250 from the Candidates Account Motion: To approve a contribution of $250 from the SEIU Local 521 Candidate PAC to the South County Democratic Club for their 3rd Annual BBQ event to be held at the Christmas Park in Gilroy on August 17th. Moved; seconded; passed as presented.
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Items Pulled from the Consent Agendas for Discussion and other oral reports - none President’s Report:
1. Gwyn said that the Federal workers have had no agency shop for quite some time. They cannot file a grievance on a Local level. This is what is happening to the State workers now.
Chief Elected Officer’s Report: Luisa Blue
Harris vs Quinn: The Supreme Court ruled on Harris vs Quinn to take away Agency Shop for HomeCare workers even though they voted to establish it. There are more lawsuits waiting to be heard by the Supreme Court. Some are going after not only HomeCare and ChildCare, but the public sector workers. Michigan and Wisconsin are Right to Work States and no longer have collective bargaining. This will be a financial hit to SEIU Local 521. In HomeCare we now have 74% membership, but there is a high turnover. The phone banking and house visits are continuing in order to convert service fee payers to members. Our local is choosing a precautionary stance and has stopped agency fees for HomeCare in July. The July fees will be put in escrow should we be directed to return them. We have only had 8 calls to drop membership since this decision. National level meetings are continuing because of the other cases waiting to be heard by the Supreme Court. We have not heard what Governor Brown’s stand is and whether there will be the possibility for Agency Shop in the future in California. Luisa said that she is concerned that Right to Work might micro-target labors’ weaker areas – those areas with less member saturation. She is concerned about the central valley and Fresno County. We must increase our member saturation, and mentor and train new leaders. SEIU State Council: Luisa reported that the 2020 strength committees are beginning to meet and that she will report on progress next month. We have a staff person and a leader on almost every committee.
New Business:
Motion C – Authorization of $1,000 from the Industry Council Line Item (Nurse Alliance of CA) for the Healthcare Workplace Violence Campaign Motion: To contribute $1,000 from the Industry Council line item to help fund the Healthcare Workplace Violence Campaign sponsored by 121RN, the Nurse Alliance of California, and SEIU California. Moved; seconded; carried as presented.
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Unfinished Business:
Update – Trial Committee on Santa Clara County Incident (Adam Gintz, Luis Aguilar, Gary Linsner, Linda Krolnik) – a hearing date has been set for Saturday. Update – Strike Hardship Committee needs to Meet to Set Rules: (John Gutierrez, Chair, Bill Ragland, RoseAnn Dominguez, Laura Basua, Regina Kane, Alysia Bonner, Jennifer Jensen, Rachel Subega). – The next meeting of the Committee is scheduled for early August. Their goal is to have a Policy ready for the September Executive Board Meeting. RoseAnn said that she is to get together with Ming to determine a good formula for set aside strike money. One problem has been that most public sector unions don’t have a policy or have not gone on strike.
Adjournment: The meeting was adjourned at 7:10pm into Executive Session with final adjournment at 7:34pm. Executive Session Motion for the Record:
Motion D – Emergency Cash Out for a Staff Member Motion: To allow this staff person to cash out 20 additional days of vacation time during this personal emergency situation over 3 months: 50 hours in August, 50 hours in September, and 60 hours in October. Moved; seconded; carried as presented
LB: kns SEIU 521 CTW/CLC
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THIS SHEET IS INTENTIONALLY LEFT BLANK
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DRAFT SEIU Local 521 - General Fund Budget for year 2014
Version 2.2Confidential
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A B P Q
version 2.2 2014 - 12 months NotesBudget 2.2
Headcount TOTAL DUES RECEIPTS 30,439,600 additional dues from SCCO and others
56,649 OTHER INCOMEInterest & Dividends 3,600 SMIHSS Administrative Reimbursement - stop admin. SM-IHSS benefit plan
Sublease Rent 67,000 B Misc. Income - SEIU Int'l subsidy - A Misc. items spend from saving accounts
Total Misc. Income 70,600 TOTAL GENERAL FUND INCOME 30,510,200 GENERAL FUND EXPENSESORGANIZING OFFSET 4,025,172 SALARIES
5 Administrative 479,480 7 Admin Support 459,143
14 Directors 1,234,802 UNREP with 2.5% increase
60 Internal Organizers/Research,CED,CESA,Pol 4,363,184 CWA with 2.5% increase
20 Clerical 1,090,419 2 Facilities 97,057 5 Data Base 301,619
A Special project - pay by other funding - Temp. Internal Organizers/Research 75,000 Temp. Clerical/Support 20,000 Vacation Liability Cash Out 400,000 cash out only
Total Salaries 8,520,705 113 PAYROLL RELATED EXPENSES
Pension 1,444,627 increase to 2014 at 18%
Payroll Taxes Expenses 963,085 Consultant - Trainer, NEG 30,000 Travel Staff-Admin 50,000 more travel
Travel Staff- Internal Organizers 120,000 "
Mileage/Ins. Reimb.-Admin & Director 13,656 no auto insurance reimb.
Mileage/Ins. Reimb.-Internal Organizers 135,641 no auto insurance reimb.
Telephone Reimbursement 90,000 12 Retiree Health Exp 108,930
Retire Benefit Trust Fund 12 Benefits(Health, Dental, Vision,life,401K,Flex Plan matching) 3,110,943 health benefit at new rate for 2014Workers Comp Insurance 280,900 remain the same rate as 2013 Recruiting exp 8,000 Total Payroll Related Expenses 6,355,792 Total Salaries & Payroll Expenses 14,876,497 MISCELLANEOUSAgency Fee/Assoc. Exp. 504,000 remain the same as 2013
Capital Fund Expense 12,000 same as 2013
Admin exp share w. chapter 12,000 Free Life insurance to members (SCR, MRY & BFL) 4,000 Dodge Scholarship 15,000 same as 2013
Computer Database UnionWare 82,175 Accounting Software Gp 12,000 Total Miscellaneous 641,175
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version 2.2 2014 - 12 months NotesBudget 2.2
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108
ARBITRATIONS & LEGALA Arbitrations Fees & legal fees - representation 150,000 increase expenses
Arbitrations Fees & legal fees - Retainer 258,000 remain the same as 2013
56,649 Automatic Legal Defense Fund ($0.12 per member per month)81,575 Total Arbitrations & Legal 489,575
FACILITIESRent-SJC 450,000 Rent-SQL 58,000 Mortgage - Monterey & Parking - Rent-Santa Cruz, Watsonville & Hollister & parking 47,000 Rent-Visalia & Hanford 20,400 Utilities 165,000 Kitchen Sundries 50,000 Gen. Liab. Ins. & Property Tax 170,000 Building Maintenance/Security/Janitorial 180,000 Total Admin - Facilities 1,140,400
ADMINISTRATIVE - OFFICESAudit/Acct. Fees 110,000 Staff NEG Consultant - Subscriptions 4,000 Office Sundries 70,000 Office Equipment Leases 192,000 Equipment Maintenance & Repair Contracts 70,095 Contributions 3,000 Research Material & Data 11,000 Total Admin - Offices 460,095
COMMUNICATIONSPrinting 42,000 more townhall meetings, robot call
Paper 20,000 "
Website/Station/communication 20,000 "
Telephone & Internet & Tele conference 211,473 "
Postage 60,000 "
Professional Fees/Translations 5,000 Total Communications 358,473
CONFERENCES/MILEAGEStaff-Misc. Conf/Seminar 3,500 Exec. Board-Conferences & Training 30,000 Leadership Retreat 3/2014 + training
Misc. Members-Reimbursed - Total Conferences/Mileage 33,500
STAFF MEETING & TRAININGStaff / Director Training 16,000 8 session staff trainings
Staff - representation & political & communication 60,000 Clerical Staff 901 Executive Staff 1,200
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version 2.2 2014 - 12 months NotesBudget 2.2
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110
111
112
113
114
115
117
118
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120
121
122
123
124
125
126
127
128
129
130
131
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Tuition Reim.-Internal Organizers 1,000 Tuition Reim.-OPEIU 2,000 Total Staff Training 81,101
EDUCATION & TRAINING Steward & Chief Steward & Leader Training 4,000 Executive Board 500 Industry Training Events 5,000 Total Education & Training 9,500
- POLITICAL/SOCIAL INVOLVEMENT
41219 Candidates, Issues, IE Account ($0.25 per member per month)123,657 increase to 2014 at $0.25 per mbr.
Legal & Accounting 40,000 Committee Meetings 10,922 Conferences 1,000 Electoral Staff/ Activity 1,000 Polls & Surveys 1,000 Special Printing 100 Subscriptions 200 Total Political/Social Involvement 177,879
SOCIAL & ECONOMIC JUSTICECommittee Meetings 5,000 Conferences 350 Contributions/Solidarity 4,530 Caucus Activities 80,670 Total Social & Economic Justice 90,550 remain the same as 2013
MEMBER INVOLVEMENTMemorabilia/Give away Member Pride 30,000 increase
Awards/Recognition 1,000 Ex Board Reimbursement 2,000 Rally Rental & Bus 20,000 Member Reimbursement/Lost time 2,500 Transportation & Vehicle Expenses 12,000 Total Member Involvement 67,500
NEGOTIATIONSPrinting Contracts - outside vendor 50,000 SCCO printed contractMeetings & Supplies 50,000 Strike Preparations 40,000 Automatic Strike Fund Transfer - reduction to $1/mon 12 Total Negotiations 140,012 MEETINGS & EVENTSExecutive Board Meetings 30,000 Steward/Council meetings 3,002 521 Party & other events 1,000 2014-521 Convention 40,000 Officer Election-2013 - Industries & Members conference 25,000 EW, nurse conference
Miscellaneous 1,000
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version 2.2 2014 - 12 months NotesBudget 2.2
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167
168
169
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171
172
173
174
175
176
177
178
179
180
181
182
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184
185
186
187
Total Meetings & Events 100,002
REPRESENTATIVE DUES56,649 SEIU $7.65 ea 5,200,378 no change
50,487 SEIU Unity Fund $5.00ea 3,029,220 no change
746 SEIU Retirees & ChildCare $1.00ea 8,952 no change
56,649 SEIU/ State Council-$2.53ea 1,719,864 no change
700 Nurse Alliance $1.45ea 12,180 no change
22,329 So Bay CLC Jun/11$0.63,Jul/12$0.65 174,166 no change
3,411 SMCO CLC $0.60ea 24,559 no change
5,940 Fresno CLC $0.45ea 32,076 no change
8,323 Bakersfield CLC $0.50ea, est. increase 49,938 estimate to new rate $0.50 per capita
6,217 Monterey & Santa Cruz LC $0.55ea 41,032 no change
110 North Valley CLC 1,320 no change
56,013 CA Labor Fed 25% X .70ea, pd old rate $0.47 16,452 no change
Building Trades-SMCO 3,600 no change
Total Representative Dues 10,313,738
TOTAL EXPENSES 33,005,168
TOTAL INCOME LESS TOTAL EXPENSES (2,494,968)
VOLUNTARY TRANSFERSBuilding Funds 48,000 reserve for building improvement
Strike Fund - Total Transfers 48,000 TOTAL INCOME LESS EXPENSES & TRANSFERS(2,542,968)
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52
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(4
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)
1
6,6
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81
6,6
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6,6
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6,6
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1
6,0
19
,05
11
6,0
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,05
11
6,0
19
,05
11
6,0
19
,05
1
5
90
,93
75
90
,93
75
90
,93
75
90
,93
7
TO
TA
L I
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OM
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S T
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T
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TO
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(86
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8)
(86
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(86
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(86
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2
80
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32
80
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32
80
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80
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3
(78
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1)
(78
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1
45
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31
45
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3
(1
12
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(11
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(16
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(16
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(6
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1
01
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1
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2,5
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Bu
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4,0
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62
4,0
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24
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62
4,0
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4,0
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6 666
TO
TA
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S E
XP
EN
SE
S &
T
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&
TO
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XP
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&
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(90
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8)
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2
76
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32
76
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32
76
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32
76
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3
(82
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1)
(82
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1)
(82
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1)
(82
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1
41
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31
41
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31
41
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41
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3
(1
16
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(11
6,5
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)(1
16
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(11
6,5
15
)
(16
6,0
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)(1
66
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8)
(16
6,0
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)(1
66
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8)
(6
4,3
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)(6
4,3
13
)(6
4,3
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)(6
4,3
13
)
1
01
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31
01
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31
01
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31
01
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3
(1
,37
8,4
37
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6
4,0
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64
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4,0
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1
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N:\
Fin
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nd
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06
14
06
14
8/5
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14
4:5
1 P
M4
of
4
20 of 155
DO
C #
3
1 2 3 4 5 6 7 8 9 10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
AB
CD
EF
GH
IJ
KL
Ja
nJa
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nJa
nF
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Fe
bF
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Ma
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Ma
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Ap
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pr
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Actu
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Actu
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Actu
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Actu
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Bu
dg
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Bu
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Bu
dg
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Bu
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Actu
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Be
tte
r/(W
ors
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Be
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Be
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Bu
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BU
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33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
33
5,4
31
- ---
2
,01
2,5
86
2,0
12
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62
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2,5
86
2,0
12
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6
2,0
12
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62
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2,5
86
2,0
12
,58
62
,01
2,5
86
- ---
EX
PE
NS
ES
EX
PE
NS
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EX
PE
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Le
ga
l -
Org
2,3
50
$
2
,35
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2
,35
0$
2
,35
0$
2
,35
0$
2
,35
0$
2
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-
$
14
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1
4,1
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$
-$
Arb
itra
tio
n -
Org
-
-
-
-
-
20
8
-
20
8
1
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0
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1,2
50
Sa
lari
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Org
an
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g7
2,1
18
64
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7
66
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3
66
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9
10
0,6
14
13
4,4
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67
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2
66
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4,0
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4
38
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3
43
5,6
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st
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-
-
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20
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1
-
2
0,3
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1
21
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7
-
12
1,8
07
Pa
rt T
ime
Exp
- O
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-
9,2
84
-
-
-
1
2,5
20
(1
2,5
20
)
-
2
1,8
04
(21
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Wo
rke
rs C
om
p.
Insu
ran
ce
Exp
- O
rg2
,60
0
2,6
01
4,3
31
2,8
17
2,9
34
4,7
06
2,9
34
1,7
72
30
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1
1
8,2
17
12
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4
Pa
yro
ll T
ax
Exp
- O
rg6
,92
5
4,9
11
5,0
72
5,3
15
7,6
64
16
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6
5,3
61
10
,77
5
10
4,8
85
3
5,2
48
69
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7
Em
plo
ye
e B
en
efits
Exp
- O
rg2
2,9
16
23
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7
22
,50
8
22
,75
8
24
,03
9
59
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6
22
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2
37
,86
4
35
9,9
14
1
37
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0
22
2,2
44
Pe
nsio
n P
lan
Exp
- O
rg1
2,0
71
11
,44
0
11
,84
3
11
,88
2
17
,89
7
24
,20
4
11
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0
12
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4
15
7,3
27
7
7,1
23
80
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4
40
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atc
hin
g E
xp
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8
1,3
32
1,3
33
1,4
29
2,0
95
4,0
34
1,5
89
2,4
45
26
,22
1
9
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6
16
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5
Sta
ff R
ecru
itin
g E
xp
- O
rg-
-
-
-
14
8
33
32
8
01
5,0
00
4
6
4
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4
Va
ca
tio
n /
Co
mp
Tim
e E
xp
- O
rg2
,82
9
-
-
2,9
71
-
5
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3
2
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4
2
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9
3
3,6
17
8,4
94
2
5,1
23
Tra
inin
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xp
- O
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-
-
1
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4
-
48
8
-
48
8
2
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9
1,0
34
1
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5
Mile
ag
e R
eim
bu
rse
me
nt
Exp
- O
rg7
57
5
0
1,1
18
2,1
24
1,4
16
7,2
29
1,5
41
5,6
88
43
,37
4
7
,00
6
36
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8
Ve
hic
le E
xp
- O
rg3
,18
3
2,1
72
3,3
07
1,8
41
3,7
62
2,2
27
3,7
67
(1,5
40
)
13
,35
9
1
8,0
32
(4,6
73
)
Re
nt
Exp
- O
rg-
-
-
-
-
9
2
-
9
2
55
2
-
5
52
Te
lep
ho
ne
Exp
- O
rg9
57
4
68
1,1
68
46
8
8
90
1,2
74
90
0
3
74
7,6
43
4
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1
2,7
92
Eq
uip
me
nt
Ma
inta
ne
nce
& R
ep
air
Exp
- O
rg-
-
-
-
-
9
6
-
9
6
57
4
-
5
74
Off
ice
Su
pp
lies E
xp
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90
-
53
9
-
40
0
1
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2
-
1,9
62
11
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9
1
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9
9,8
40
Pri
ntin
g E
xp
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rg-
9
08
-
-
-
1
63
-
1
63
97
9
9
08
7
1
Po
sta
ge
Exp
- O
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-
-
-
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4
2
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4
2
25
4
-
2
54
Co
mm
un
ica
tio
n C
ost
Exp
- O
rg-
-
-
-
-
4
62
-
4
62
2,7
69
-
2
,76
9
Tra
nsla
tio
n E
xp
- O
rg-
-
-
-
-
1
7
-
1
7
10
1
-
1
01
Co
mp
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r D
ata
ba
se
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rvic
es E
xp
- O
rg-
-
-
-
-
8
3
-
8
3
50
0
-
5
00
Re
ferr
al L
ea
d E
xp
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rg-
-
-
-
-
8
3
-
8
3
50
0
-
5
00
Pro
fessio
na
l F
ee
Exp
- O
rg3
92
3
90
-
-
-
7
,61
9
-
7,6
19
45
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7
7
82
4
4,9
35
Su
bscri
ptio
ns E
xp
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rg-
-
-
-
-
1
7
13
5
(1
18
)
10
0
1
35
(3
5)
Tra
ve
l E
xp
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rg8
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9
13
,78
5
14
,24
2
21
,17
9
23
,18
6
16
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7
27
,17
1
(10
,83
4)
98
,02
0
1
08
,42
2
(10
,40
2)
Co
nfe
ren
ce
Exp
- O
rg-
-
-
-
-
8
-
8
50
-
5
0
Ra
lly /
Bu
s R
en
tal E
xp
- O
rg-
-
-
-
10
0
-
-
-
-
10
0
(10
0)
Me
mo
rab
ilia
/ G
ive
Aw
ay E
xp
- O
rg-
-
-
-
-
2
,08
3
-
2,0
83
12
,50
0
-
1
2,5
00
Me
etin
g E
xp
- O
rg3
,36
8
13
5
-
90
8
3
8
21
2
1
28
84
1
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4
4,5
77
(3
,30
3)
Do
na
tio
n E
xp
- O
rg-
-
-
-
-
2
47
-
2
47
1,4
80
-
1
,48
0
SE
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nt'l
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are
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st
36
0,0
00
-
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2
0,4
93
-
-
-
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3
60
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0
38
0,4
93
(2
0,4
93
)
TO
TA
L O
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AN
IZIN
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XP
EN
SE
ST
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OR
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NIZ
ING
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ES
TO
TA
L O
RG
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IZIN
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XP
EN
SE
ST
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OR
GA
NIZ
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50
2,3
73
50
2,3
73
50
2,3
73
50
2,3
73
12
8,2
86
12
8,2
86
12
8,2
86
12
8,2
86
14
3,7
48
14
3,7
48
14
3,7
48
14
3,7
48
16
4,4
38
16
4,4
38
16
4,4
38
16
4,4
38
18
7,3
99
18
7,3
99
18
7,3
99
18
7,3
99
31
3,5
70
31
3,5
70
31
3,5
70
31
3,5
70
16
2,9
76
16
2,9
76
16
2,9
76
16
2,9
76
15
0,5
94
15
0,5
94
15
0,5
94
15
0,5
94
2,3
33
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52
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3,1
95
2,3
33
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52
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3,1
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1,2
89
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01
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20
1,2
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01
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20
1,0
43
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51
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3,9
75
1,0
43
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51
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3,9
75
NE
T I
NC
OM
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IN
CO
ME
NE
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(16
6,9
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)(1
66
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2)
(16
6,9
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66
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2)
20
7,1
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20
7,1
45
20
7,1
45
20
7,1
45
19
1,6
83
19
1,6
83
19
1,6
83
19
1,6
83
17
0,9
93
17
0,9
93
17
0,9
93
17
0,9
93
14
8,0
32
14
8,0
32
14
8,0
32
14
8,0
32
21
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12
1,8
61
21
,86
12
1,8
61
17
2,4
55
17
2,4
55
17
2,4
55
17
2,4
55
(15
0,5
94
)(1
50
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4)
(15
0,5
94
)(1
50
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4)
(32
0,6
09
)(3
20
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9)
(32
0,6
09
)(3
20
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9)
72
3,3
66
72
3,3
66
72
3,3
66
72
3,3
66
(1,0
43
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5)
(1,0
43
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5)
(1,0
43
,97
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28 of 155
SE
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521
Per
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an
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92
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9
4
SC
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26
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an
ta C
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1,4
28
1,4
38
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86
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60
SC
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26
AC
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an
ta C
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76
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4
10
4
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9
89
MR
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12
MC
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88
8
5
87
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84
8
5
72
MR
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12
AC
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ge
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38
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38
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9
32
SB
CS
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26
MC
ou
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Sa
n B
en
ito
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un
ty1
1
11
1
1
11
1
1
11
1
1
SB
CS
NS
26
AC
ou
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Sa
n B
en
ito
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ty -
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0
10
1
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SC
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26
MC
ou
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Sa
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z C
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89
9
1
91
9
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92
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91
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26
AC
ou
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z C
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ge
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2
1
1
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12
ME
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70
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12
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17
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17
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7
17
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17
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12
MH
ou
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g A
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54
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56
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12
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26
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26
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3
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12
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26
MM
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Air
Po
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ict
26
2
6
26
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26
2
5
26
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12
MM
V P
ub
lic
Tra
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98
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03
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26
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29
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26
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13
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3
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12
MS
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all
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95
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94
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4
94
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94
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12
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all
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Sch
oo
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9
9
8
1
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11
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10
SC
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26
MS
an
ta C
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26
MY
WC
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2
14
1
4
15
1
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13
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4
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GIO
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MA
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12
MC
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ari
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43
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5
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42
1
41
1
37
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38
1
41
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12
AC
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ari
po
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71
7
0
72
7
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75
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26
MC
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41
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43
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43
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43
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42
7
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26
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86
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8
77
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6
74
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5
79
N:\F
inan
ce\M
onth
end\
2014
\061
4\Pe
r Cap
ita A
naly
sis
0614
2014
3 of
67/
8/20
14
29 of 155
SE
IU L
ocal
521
Per
Cap
ita A
naly
sis
DO
CU
MEN
T #
5
2A
BC
DE
FG
HI
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nty
Off
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Jan
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14
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14
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-14
Oct
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No
v-1
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14
AV
ER
AG
E
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
TU
OF
AT
24
MC
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nty
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uo
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14
1
4
14
1
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14
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3
14
MA
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12
MC
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rip
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Co
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7
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8
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35
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12
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29
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32
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31
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12
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RE
GIO
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46
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46
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45
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26
MC
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25
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25
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23
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3
24
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26
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3
3
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4
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26
MC
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om
mu
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ad
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6
35
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45
4
6
35
FA
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26
MC
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o2
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3
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12
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9
60
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12
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25
2
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25
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5
24
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25
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26
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11
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9
9
8
8
8
8
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RE
GIO
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26
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r V
all
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om
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nit
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s D
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24
2
4
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2
5
23
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3
24
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26
AB
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all
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om
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nit
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s D
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1
2
2
2
2
2
KE
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26
MC
ity o
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20
1
9
19
1
8
18
1
9
19
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26
AC
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rvin
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26
MC
ity o
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50
9
5
07
51
6
52
8
51
6
49
9
51
3
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26
AC
ity o
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21
2
2
16
21
1
20
5
21
2
23
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21
5
KIN
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26
MC
ity o
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11
2
1
11
11
1
11
0
11
1
10
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11
1
KIN
HJO
26
AC
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ford
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22
2
2
22
2
4
24
2
4
23
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Cit
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5
5
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7
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26
MC
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1
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1
2
N:\F
inan
ce\M
onth
end\
2014
\061
4\Pe
r Cap
ita A
naly
sis
0614
2014
4 of
67/
8/20
14
30 of 155
SE
IU L
ocal
521
Per
Cap
ita A
naly
sis
DO
CU
MEN
T #
5
2A
BC
DE
FG
HI
JK
LM
NO
PQ
RC
ou
nty
Off
ice
BC
Jan
-14
Fe
b-1
4M
ar-
14
Ap
r-1
4M
ay
-14
Jun
-14
Jul-
14
Au
g-1
4S
ep
-14
Oct
-14
No
v-1
4D
ec-
14
AV
ER
AG
E
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
KE
RB
FL
26
MC
ity o
f T
aft
12
1
2
12
1
2
12
1
2
12
KE
RB
FL
26
AC
ity o
f T
aft
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ge
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1
1
-
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-
-
0
KE
RB
FL
26
MC
ity o
f W
asc
o3
7
37
3
7
37
3
7
37
3
7
KE
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26
AC
ity o
f W
asc
o -
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en
cy8
9
9
10
1
0
9
9
KE
RB
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26
MC
om
mu
nit
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ne
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ip o
f K
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27
1
2
75
27
4
27
2
26
9
27
5
27
3
KE
RB
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26
AC
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mu
nit
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n P
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ne
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ge
ncy
45
4
5
45
4
6
43
4
2
44
KE
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FL
26
MC
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nty
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2,8
84
2,8
58
2,8
65
2,9
97
2,8
35
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05
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74
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26
AC
ou
nty
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2,1
97
2,1
92
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84
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KIN
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3
23
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4
24
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4
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TU
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33
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33
8
30
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29
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ge
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51
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53
5
53
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60
8
62
2
55
6
KE
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26
MC
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rn C
ou
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2
46
24
4
2
45
2
45
2
50
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49
2
47
KE
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26
AC
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Ke
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ou
nty
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86
8
8
93
9
2
93
9
4
91
KIN
HJO
26
MC
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Kin
gs
Co
un
ty
53
5
3
53
5
3
52
5
2
53
KIN
HJO
26
AC
ou
rt -
Kin
gs
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un
ty -
Ag
en
cy1
1
-
-
-
-
0
TU
LV
IS2
6M
Co
urt
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ula
re C
ou
nty
15
4
1
52
14
9
14
7
14
6
14
0
14
8
TU
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Co
urt
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ula
re C
ou
nty
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ge
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16
1
6
17
1
9
20
2
1
18
KE
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12
ME
dis
on
Ele
me
nta
ry S
cho
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tric
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8
18
1
7
17
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7
17
1
7
KE
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26
MK
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Co
un
ty W
ate
r A
ge
ncy
23
2
3
23
2
3
23
2
3
23
KE
RB
FL
26
AK
ern
Co
un
ty W
ate
r A
ge
ncy
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ge
ncy
27
2
6
25
2
6
27
2
7
26
KE
RB
FL
26
MK
ern
Re
gio
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l C
en
ter
14
5
1
44
14
2
14
3
14
2
14
3
14
3
KE
RB
FL
26
AK
ern
Re
gio
na
l C
en
ter
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ge
ncy
8
8
8
9
9
9
9
KIN
HJO
26
MK
ing
s C
om
mu
nit
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ctio
n O
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on
22
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2
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14
TU
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Lin
dsa
y-S
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thm
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Irr
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tio
n D
istr
ict
2
2
2
2
2
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2
KE
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26
MP
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lic
Ce
me
tery
Dis
tric
t #
13
3
3
3
3
3
3
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June Organizing Report By: Catherine Balbas
All in for Child Care Campaign The child care campaign has focused the last two months on collecting Kid Voter commitment forms. Kid Voters are California voters who commit to supporting children and early education in elections. Our goal was 600 Kid Voter commitments. We have collected over 850 Kid Voter Registration forms from 521 parents, community members, and child care providers in the last month alone. We also had a membership meeting in Santa Clara County where we were able to bring in new providers willing to begin to reach out to additional providers. Some have volunteered to be a part of the Organizing Committee. Providers participated in the California State Federation of Labor Convention in San Diego where a resolution was introduced by Luisa Blue and adopted to prioritize the child care campaign statewide in 2015.
Tulare County Unit 2 We currently stand at 76 membership cards out of an estimated unit size of 220. In June, there were two picketing actions involving Unit 2. The first action took place at the courthouse and it was in response to the Board of Supervisors unwillingness to bargain in good faith. The second action took place at the BOS meeting on June 24th. Efforts were proven successful as the BOS reconsidered their position and came back to the table. A similar picketing event took place in July in Visalia to gain public support for the contract. Bargaining for Unit 2 began on August 4 and will continue every Monday for the month of August. Bargaining for Unit 2 was separated from bargaining for Turlare County as a whole because Unit 2 recently received a 3% raise when UAW left.
San Bernardino Blitz During the last two months a team of five external organizers from SEIU Local 521 were in San Bernardino helping SEIU Local 721 in organizing approximately 12,000 San Bernardino County Workers. We joined a team of approximately 80 organizers from across the US. Although, only the professional unit succeeded, the fight continues and we contributed in making an impact in San Bernardino County.
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Member Organizing Project In July we began working with Jennifer Jensen, Chair of the Member Organizing Project. We met in Fresno with Alysia Bonner, Jennifer Jensen, Maisy Avila, and Jenny Garibay. A plan was developed to recruit 10 members in the next month. Member Organizer sign up forms were created and presented to members at the Convention in San Jose by Jennifer Jensen. Approximately 25 members completed sign up forms at the Convention. Next month we will be contacting members who completed forms and continue building the Member Organizing team. We will develop training to prepare members to be deployed to actions in existing campaigns and new campaigns.
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July 2014 Information Technology Report
By: Don Brown, Information Technology Director
1. Finished the migration of the IHSS data base: IT worked with the IHSS database development team to upgrade the database platform and migrate the data to the new server. The database in in production.
2. Email server repair bad certificates: IT had to repair security certificates on the email server that had failed. Once the certificates were repaired email returned to full-operations.
3. File structure on the servers: IT finished the file structure on our servers and migrated of files with permissions on to the new Windows server. Finalized and fixed any discrepancies.
4. Help Desk: In the month of July the Information Technology Department
successfully closed 231 Information Technology Trouble requests from all L521 staff.
5. NAS server upgrades and maintenance: IT upgraded the firmware on all of the satellite office NAS (Network Attached Storage devices) servers to insure stability and continual functionality. Repaired and returned Visalia’s NAS server to production.
6. Server updates and network security Patches: All the servers and network
have been updated with all the latest security updates and patches and are monitored and configured for health and the security of our data / network.
7. Backups: Monitored and configured all the servers’ backups to be performed
and monitored for disaster recovery on one central system.
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Bank Balance as of 6/30/14 22,556.55$
Outstanding Deposits: None -
Outstanding Motions:
Membership at Kern Medical Center 8,200.00
Fund the Secured Retirement Working Group 7,500.00
Labor Leader Committee (General Fund) 600.00
Mike Garcia Scholarship Fund and Fundraiser 2,500.00
Available Funds - PACE 452.06
Available Funds - PAC 3,304.49
0.00
Bank Balance as of 6/30/14 71,156.81$
Outstanding Deposits: Jun, Jul 17,870.00
Outstanding Motions:
Kevin Mullin 750.00
Rich Gordon 1,000.00
Bob Wieckowski 1,500.00
Nora Campos 750.00
Paul Fong 1,500.00
Mark Stone 2,500.00
Luis Alejo 1,250.00
Rudy Salas 1,000.00
Jerry Hill 1,000.00
Jim Beall 1,250.00
Bill Monning 2,500.00
John Chiang for Treasurer 2014 1,000.00
Dave Jones for Insurance Commissioner 2014 1,000.00
Reelect Attorney General Kamela Harris 2014 1,000.00
Carol Groom for Supervisor 2014 1,000.00
Labor Leader Committee 200.00
Connie Leyva for State Sentate District 20 1,000.00
Priya Mathur for the CalPERS Board 2014 3,500.00
Theresa Taylor for CalPERS Board 2014 3,500.00
Toni Atkins for State Assembly 2014 2,500.00
Kern Inyo Mono Counties CLC COPE 500.00
Tom Torlakson for State Superintendent 2014 1,000.00
South County Democratic Club 250.00
Available Funds - PACE 240.86
Available Funds - PAC 46,174.95
Available Funds - RETIREE 11,161.00
(0.00)
Bank Balance as of 6/30/14 161,236.48$
Outstanding Deposits: None -
Outstanding Motions:
Ed Mitchell for Supervisor 25,000.00
Polling for Monterey County BOS District 2 10,000.00
Blong for Supervisor 2014 17,945.40
Esmeralda Soria Campaign 5,000.00
Available Funds - PACE 175.00
Available Funds - PAC 103,116.08
-
SEIU Local 521
PACE and PAC
as of July 31, 2014
Issues
Candidates
Independent Expenditures
N:\Finance\Monthend\2014\0714\PAC & PACE 0714Jul 1 of 1
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LB:kns SEIU 521 CTW/CLC
SEIU Local 521 Officers’ Motion
* Motion Letter: B Date: August 26, 2014
Motion Title: Political Consent Agenda - (pages 49-50)
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 – Contribute to Dave Cortese, Candidate for Mayor of San Jose - $1,100 from SEIU Local 521 Candidate PAC and $10,000 from the IE PAC - (pages 51-52)
B/2 – Contribute $1,000 each from the SEIU Local 521 Candidate PAC to 5 Constitutional Office Candidates - (pages 53-54)
B/3 – Contribute $500 from the SEIU Local 521 Candidate PAC for the BAYMEC Fundraiser Sept. 27th - (pages 55-56)
B/4 – Contribute $300 to DAWN for 5 tickets to their event from the 521 Candidate PAC – - (pages 57-58)
B/5 – Contribute $300 for 20 tickets to the MBCLC Labor Day Picnic – 521 Candidate PAC - (pages 59-60)
B/6 – Contribute $5,000 to the Committee for a Safer, Better Salinas – 2014 from the 521 IE PAC - (pages 61-62)
B/7 – Contribute $2,500 to Ed Mitchell for Supervisor from the SEIU Local 521 Candidate PAC - (pages 63-64)
B/8 – Contribute up to $20,000 to Ed Mitchell Election from the SEIU Local 521 IE PAC - (pages 65-66)
B/9 – $150 for Tickets to Inyo-Kern CLC Labor Day Breakfast – SEIU Local 521 Issue PAC - (pages 67-68)
B/10 – Endorse Greg Caput for Santa Cruz County Board of Supervisors District 4 - (pages 69-70)
B/11 – Endorse Bruce Van Allen for Santa Cruz City Council - (pages 71-72) B/12 – Endorse Leonie Sherman for Santa Cruz City Council - (pages 73-74) B/13 – Endorse Cynthia Chase for Santa Cruz City Council - (pages 75-76) B/14 – Contribute $350 from the Candidate PAC to Bruce Van Allen for Santa Cruz
City Council - (pages 77-78) B/15 – Contribute $350 from the Candidate PAC to Leonie Sherman for Santa Cruz
City Council - (pages 79-80) B/16 – Contribute $350 from the Candidate PAC to Cynthia Chase for Santa Cruz
City Council - (pages 81-82) B/17 – $100 for Tickets to the Fresno-Madera-Tulare-Kings CLC Labor Day
Pancake Breakfast from SEIU Local 521 Issue PAC - (pages 83-84)
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B/18 – Contribute $2,500 to Betty Yee for Controller from the Retiree Candidate PAC - (pages 85-86)
B/19 – Contribution to the Paul Fong San Jose City Council Campaign - $500 – Candidate PAC - (pages 87-88)
B/20 – Fund the Chicano Organizing & Research in Education Scholarship - $1,000 – Issue PAC - (pages 89-90)
B/21 – IE PAC Contribution of $10,000 to Elect SEIU Local Endorsed Santa Cruz City Council Candidates - (pages 91-92)
B/22 – Contribution to CalPers Board Candidate Priya Mathur - (pages 93-94) B/23 – Endorsement and Contribution to and on behalf of Daniel Para for Fresno
County Board of Supervisors District 4 - (pages 95-96) B/24 – Endorsement and Support on behalf of James Hackett for Fresno County
Retirement Board Seat - (pages 97-98) B/25 – Candidate PAC Contribution of $1,500 to jointly fund the Progressive Door
Hanger - (pages 99-100) B/26 – Candidate PAC Contribution of $1,000 to Elect SEIU Local Endorsed
Candidate Greg Caput for 4th District Supervisor Santa Cruz County - (pages 101-102)
* 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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LB:kns SEIU 521 CTW/CLC
SEIU Local 521 Officers’ Motion Motion Letter: B/1 Date: August 26, 2014 Motion Title: Contributions to Dave Cortese, Candidate for Mayor of San Jose Recommended By: Santa Clara and San Benito COPE Committee Background: San Jose Mayor Chuck Reed is termed out. His terms have been a thorn in the side for the San Jose Unions (including police and fire), all public sector unions in California, and the County of Santa Clara. Mayor Reed was the elected officials who championed the false premise that, “the reason governments are in trouble was because of public pensions”. Reed created an atmosphere in San Jose that moved into the Country of attaching public sector unions. Chuck Reed lost in court trying to change San Jose public sector pensions, but that has not stopped him. He is trying to get a State-wide initiative that would change vested rights for public sector pensions and change medical retirement. There are six candidates for Mayor of San Jose. Five of them supported a City-wide initiative, Measure B, to change City of San Jose pensions for the future). Fortunately, this initiative has been thrown out by the Santa Clara Superior Court. Dave Cortese, was a City Council member who, when termed out, was elected to the County of Santa Clara Board of Supervisors. He is still serving in this position. Dave has been an ally for our Union at the BOS. He lobbied, speaking out with us to get CALPERS to set aside $800,000 specifically for California infrastructure projects. The San Jose Mayor’s race is and will continue to receive National attention because of Chuck Reed’s failure to work with unions in San Jose and because he imposed pension reform on the City of San Jose. Dave has been endorsed by the South Bay Labor Council covering Santa Clara and San Benito Counties. Working families look towards Dave to restore the morale of the San Jose City employees. Motion: To contribute up to $1,100 from the Candidates Account to the Cortese for Mayor 2014 Account and $10,000 from the Independent Expenditure Account to the South Bay Labor Council COPE on behalf of Dave Cortese for Mayor.
Check to Dave Cortese: Cortese for Mayor 2014 FPPC #1362187 P.O. Box 51707 San Jose, CA 95151
Check to Independent Expenditure: COPE South Bay Labor Council FPPC # 7444711
2102 Almaden Road Suite 114 San Jose, CA 95125
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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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LB:kns SEIU 521 CTW/CLC
SEIU Local 521 Officers’ Motion Motion Letter: B/2 Date: August 26, 2014 Motion Title: Contributions to SEIU endorsed California State Constitutional Office Candidates Recommended By: San Benito and Santa Clara COPE Committee Background: On March 15, 2014, nearly 1,000 SEIU members across the State of California met to interview California State Constitutional Office candidates. SEIU 521 members were in two satellite locations, Oakland and Fresno. The contributions are for candidates that were endorsed by the State Council, where we have three votes. Recently, Betty Yee came in second and will be in a run-off with Ashley Swearengin, Fresno City Mayor, for Controller. Originally, the state council endorsed John Perez and recently switched to Betty Yee. Ashley Swearengin was recently endorsed by San Jose’s Mayor Chuck Reed. Motion: To contribute $1,000 from the SEIU 521 Candidate Account for a total of $5,000 to the following Constitutional Office Candidates: Tom Torlakson Superintendent of Public Instruction (Incumbent) Betty Yee Candidate for Controller of California (Former Board of Equalization Member) John Chang Candidate for Treasurer of California (Former Controller)
Dave Jones California Insurance Commissioner (Incumbent) Kamela Harris California Attorney General (incumbent)
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 Officers’ Motion Motion Number: B/3 Date: August 26, 2014 Motion Title: BAYMEC Contribution - $500 from the Candidate PAC Recommended By: Santa Clara County/San Benito County COPE Committee Background: The Bay Area Municipal Elections Committee (BAYMEC) is a four-county lesbian, gay, bisexual, and transgendered (LGBT) political action group. It has been advocating for the civil rights of LGBT people since 1984. It is the only political action committee (PAC) dedicated to this purpose in the central coast counties of San Mateo, Santa Clara, Santa Cruz, and Monterey. BAYMEC is governed by a Board of Directors and is supported solely through private contributions. Contributions from this fundraiser on September 27th are used to support candidates that are either from the LGBT community within the four counties or candidates that support their issues. Recently, BAYMEC endorsed Cindy Chavez for Santa Clara County Supervisor, a candidate endorsed by our members and Santa Clara/San Benito COPE committee. The current president of the Santa Clara County Supervisors Board is Ken Yeager, who was one of the founders of BAYMEC and endorsed by our members when he first ran for supervisor. Many candidates that eventually are candidates for city, county and state elected positions are very active in BAYMEC. Evan Low, a future candidate for California State Assembly, is a past board member of BAYMEC. Motion: To approve $500 from the SEIU Local 521 Candidates PAC to purchase 3 seats for the BAYMEC fundraiser at the Fairmont Hotel in San Jose on September 27, 2014.
BAYMEC, 595 Millich Drive #215, Campbell, CA 95008 FPPC#:841499 [email protected] 408.6-BAYMEC/(408-622-9632)
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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LB:kns SEIU 521 CTW/CLC
SEIU Local 521 Officers’ Motion Motion Letter: B/4 Date: August 26, 2014 Motion Title: Contribution to DAWN Event - $300 – Candidate Account Recommended By: Santa Clara County and San Benito COPE Committees Background: DAWN, Democratic Activists for Women Now, has been a direct partner with SEIU on many occasions on both social and electoral issues and candidates. DAWN was a solid partner in the campaign to elect Cindy Chavez to Santa Clara County Board of Supervisors. Motion: To contribute $300.00 from the SEIU 521 candidate account for 5 tickets to the Democratic Activists for Women Now (DAWN) event. 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 Officers’ Motion Motion Letter: B/5 Date: August 26, 2014 Motion Title: Purchase tickets for the MBCLC Labor Day Picnic – Candidate PAC - $300 Recommended By: Monterey County COPE Committees Background: The Monterey Bay CLC holds an annual Labor Day Picnic. Tickets are sold for $15 each. Our members have historically attended this picnic. It is a good opportunity to reach out to local elected officials on issues that affect our members in the region. The tickets will be used for members in both Monterey and Santa Cruz Counties. Motion: To purchase 20 tickets to the MBCLC Labor Day Picnic from our Candidates Account. Total $300. Monterey Bay Central Labor Council COPE – All Purpose Account FPPC#841975 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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LB:kns SEIU 521 CTW/CLC
SEIU Local 521 Officers’ Motion Motion Letter: B/6 Date: August 26, 2014 Motion Title: Contribution from Independent Expenditure PAC to the Committee for a Safer, Better Salinas - 2014 Recommended By: Monterey County COPE Caucus Background: The City of Salinas Blue Collar Chapter President, Ray Montemayor, has been involved with a coalition formed to improve revenues to the City of Salinas since the winter/spring of 2012. In 2012 this coalition, with help from SEIU Local 521 members and staff, passed a permanent extension of a ½ cent sales tax for the City of Salinas. That coalition has continued to meet since the successful passage of that measure in order to plan for the passage of an additional 1 cent sales tax in 2014. This coalition has worked to defeat rival tax measures that would only fund police and fire in order to ensure that all of the various departments of the City could finally experience a recovery from the great recession. Our members are working alongside the City of Salinas Finance Director, former City Manager, current Mayor and Council Members, and the leaders of various employee associations and community groups. This sales tax will generate approximately $20 million a year for Salinas. The passage of this tax will eliminate a $9 million structural deficit and go towards funding the services that our members provide as well as improving the safety of Salinas. It is the intention of the Monterey County COPE Caucus to request an additional $5,000 to go towards the sales tax measure at a later date. Motion: To contribute $5,000 from the Independent Expenditure PAC for the Committee for a Safer, Better Salinas - 2014
Committee for a Safer, Better Salinas – 2014 FPPC # 1368910 7 Midway Ave. Salinas, CA 93905
Follow Up: Moved:__________________________ __ Second :_______________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________ Votes in Favor:____________ Votes Opposed:_____________ Abstentions:____________
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Motion: Carries Fails: Tabled Until: Date:_________
Signatures ____________________________________________
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SEIU Local 521 Officers’ Motion Motion Letter: B/7 Date: August 26, 2014 Motion Title: Contribution from Candidates PAC for Ed Mitchell for Supervisor Recommended By: Monterey County COPE Caucus Background: In the Spring of 2014, the Monterey County members endorsed Ed Mitchell for District 2 County Supervisor. Ed Mitchell came in 2nd place in the June primary in a 3-way race, where he garnered approximately 40% of the vote. He is heading into a tough run off race with John Phillips. Ed Mitchell is a good labor candidate. He recently joined SEIU Local 521 in chastising the Monterey County Board of Supervisors for actions that they were taking that could have harmed our members at Natividad Medical Center. He joins Unite HERE monthly when they picket an anti-union hotel in Carmel. His opponent stated to the members of SEIU Local 521 that he would look to outsourcing of the public works department as a means of saving money for the County. He also stated that he has a bone to pick with the County Health Department, where SEIU Local 521 members red tagged a building project that he was overseeing. John Phillips receives his money from anti-union construction magnates, farmers, and business associations. If he is elected, the majority on the board will be heavily influenced by anti-labor activists in the community. If Ed Mitchell is elected, he would bring transparency, accountability, and labor friendliness to a Board that has refused to be accountable to community stakeholders like SEIU Local 521. Motion: To contribute $2,500 from the Candidate PAC to Ed Mitchell for Supervisor
Committee to Elect Ed Mitchell for Supervisor 2014 FPPC# 1320915 70 Carlson Rd Salinas CA 93907
Follow Up: Moved:____________________________ Second:_______________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________ Votes in Favor:____________ Votes Opposed:_____________ Abstentions:____________
Motion: Carries Fails: Tabled Until: Date:_________
Signatures
____________________________________________
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Monterey County Member Engagement Plan November 2014 District 2 Supervisor Election
GOALS:
1. Educate and engage 800 Monterey County members on the MOU’s and
importance of District 2 race & Sales Tax measure during the month of
September through lunchtime meetings and 1:1 engagement (25 conversations
per week, per IO)
2. Recruit 100 member leaders to phone bank and/or walk for Ed Mitchell
campaign (25 p/IO)
3. Recruit $100 in New COPE p/IO
4. IO’s complete 8 shifts for Ed Mitchell Campaign
5. Each IO turnout 13 members to attend General Membership meeting
Timeline – September 13th through GOTV weekend November 4th
August 18th IO training on w/s agenda and rap for elections recruitment
Weekly staff meetings for check ins, training and planning for targeted
recruitment. (accountability)
September 13th Ed Mitchell Campaign Kick Off Precinct Walk
Tuesdays and Wednesday beginning week of September 15th PB for Mitchell
Thursdays beginning week of September 15th PB for City of Salinas Sales Tax
September 23rd General Membership Meeting with Ed Mitchell pop in
Early October TBD – Hospital walk through with Ed Mitchell
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SEIU Local 521 Officers’ Motion Motion Letter: B/8 Date: August 26, 2014 Motion Title: Independent Expenditure to Elect Ed Mitchell up to $20,000 Recommended By: Monterey County COPE Caucus Background: In the Spring of 2014, the Monterey County members endorsed Ed Mitchell for District 2 County Supervisor. SEIU Local 521 contributed approximately $21,000 from our Independent Expenditure PAC towards his election. Our contribution propelled him into a run-off against a better funded candidate. Ed Mitchell’s opponent is the candidate of the pro-business community. His major funders are mostly business PACs, farmers, and construction companies. He will have no shortage of money as the pro-business community knows that Ed Mitchell will conduct all County business in the light of day and will put an end to the County bidding process that awards large contracts based on political patronage, costing tax payers millions of dollars and SEIU Local 521 members jobs. This Independent Expenditure contribution is needed in order to level the playing field for the pro-labor candidate, Ed Mitchell. Motion: To invest up to $20,000 from the Independent Expenditure PAC to elect Ed Mitchell for Supervisor. Follow Up: Moved:_____________________________ Second:_______________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________ Votes in Favor:____________ Votes Opposed:_____________ Abstentions:____________
Motion: Carries Fails: Tabled Until: Date:__________
Signatures
____________________________________________
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Monterey County Member Engagement Plan November 2014 District 2 Supervisor Election
GOALS:
1. Educate and engage 800 Monterey County members on the MOU’s and
importance of District 2 race & Sales Tax measure during the month of
September through lunchtime meetings and 1:1 engagement (25 conversations
per week, per IO)
2. Recruit 100 member leaders to phone bank and/or walk for Ed Mitchell
campaign (25 p/IO)
3. Recruit $100 in New COPE p/IO
4. IO’s complete 8 shifts for Ed Mitchell Campaign
5. Each IO turnout 13 members to attend General Membership meeting
Timeline – September 13th through GOTV weekend November 4th
August 18th IO training on w/s agenda and rap for elections recruitment
Weekly staff meetings for check ins, training and planning for targeted
recruitment. (accountability)
September 13th Ed Mitchell Campaign Kick Off Precinct Walk
Tuesdays and Wednesday beginning week of September 15th PB for Mitchell
Thursdays beginning week of September 15th PB for City of Salinas Sales Tax
September 23rd General Membership Meeting with Ed Mitchell pop in
Early October TBD – Hospital walk through with Ed Mitchell
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SEIU Local 521 Officers’ Motion Motion Number: B/9 Date: August 26, 2014 Motion Title: $150 Contribution to Inyo-Kern Central Labor Council Labor Day Breakfast Recommended By: Kern County Chapter Background: The CLC has hosted an annual Labor Day Pancake Breakfast for many years. Members of SEIU 521and their families are invited free of cost to attend. Other attendees are State Senators, US Congresspersons, members of City Council, Board of Supervisors and Board of Education representatives. This event is an opportunity to network with elected officials for the benefit of workers/citizens Motion: To approve $150.00 to defray cost of foods for the Kern, Inyo, and Mono Counties Central Labor Council Labor Day breakfast from the SEIU Local 521 Issues PAC. Kern, Inyo, and Mono Counties Labor Council FPPC# 860209 200 W. Jeffrey St. Bakersfield, CA 93305 Rob England 661-364-7101 for information 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 Officers’ Motion Motion Letter: B/10 Date: August 26, 2014 Motion Title: Endorse Greg Caput for Santa Cruz County Board of Supervisors District 4 Recommended By: Watsonville General Membership Endorsement Town Hall Background: On August 11th the members from Santa Cruz County held an endorsement townhall to consider an endorsement for the Santa Cruz County Board of Supervisors 4th District seat. Motion: To Endorse Greg Caput for Santa Cruz County Board of Supervisors District 4. 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 Officers’ Motion Motion Letter: B/11 Date: August 26, 2014 Motion Title: Endorse Bruce Van Allen for Santa Cruz City Council Recommended By: Santa Cruz General Membership Endorsement Town Hall Background: There are 3 seats up for election on the Santa Cruz City Council. Only one incumbent is running for reelection. This means that, at a minimum, there will be two new City Council members in 2015. The field of candidates this year has produced several labor friendly and viable candidates. The members of SEIU Local 521 interviewed all City Council Candidates who have filled out our questionnaire and signed our candidate pledge on August 20th. At that forum, the members voted to endorse Bruce Van Allen for Santa Cruz City Council. Motion: To endorse Bruce Van Allen for Santa Cruz City Council 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 Officers’ Motion Motion Letter: B/12 Date: August 26, 2014 Motion Title: Endorse Leonie Sherman for Santa Cruz City Council Recommended By: Santa Cruz General Membership Endorsement Town Hall Background: There are 3 seats up for election on the Santa Cruz City Council. Only one incumbent is running for reelection. This means that, at a minimum, there will be two new City Council members in 2015. The field of candidates this year has produced several labor friendly and viable candidates. The members of SEIU Local 521 interviewed all City Council Candidates who have filled out our questionnaire and signed our candidate pledge on August 20th. At that forum, the members voted to endorse Leonie Sherman for Santa Cruz City Council. Motion: To endorse Leonie Sherman for Santa Cruz City Council 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 Officers’ Motion Motion Letter: B/13 Date: August 26, 2014 Motion Title: Endorse Cynthia Chase for Santa Cruz City Council Recommended By: Santa Cruz General Membership Endorsement Town Hall Background: There are 3 seats up for election on the Santa Cruz City Council. Only one incumbent is running for reelection. This means that, at a minimum, there will be two new City Council members in 2015. The field of candidates this year has produced several labor friendly and viable candidates. The members of SEIU Local 521 interviewed all City Council Candidates who have filled out our questionnaire and signed our candidate pledge on August 20th. At that forum, the members voted to endorse Cynthia Chase for City Council. Motion: To endorse Cynthia Chase for Santa Cruz City Council 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 Officers’ Motion Motion Letter: B/14 Date: August 26, 2014 Motion Title: Contribution from Candidates PAC for Bruce Van Allen for Santa Cruz City Council Recommended By: Santa Cruz County COPE Caucus Background: There are 3 seats up for election on the Santa Cruz City Council. Only one incumbent is running for reelection. This means that, at a minimum, there will be two new City Council members in 2015. The field of candidates this year has produced several labor friendly and viable candidates. The members of SEIU Local 521 interviewed all City Council Candidates who have filled out our questionnaire and signed our candidate pledge on August 20th. At that forum, the members voted to endorse Bruce Van Allen for Santa Cruz City Council. At the August 21st Santa Cruz COPE Caucus meeting, the COPE members voted to contribute the maximum candidate contribution of $350 to Bruce Van Allen for Santa Cruz City Council. Motion: To contribute $350 from the Candidate PAC to Bruce Van Allen for Santa Cruz City Council Committee Name Committee Address FPPC# TBD 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 Officers’ Motion Motion Letter: B/15 Date: August 26, 2014 Motion Title: Contribution from Candidates PAC for Leonie Sherman for Santa Cruz City Council Recommended By: Santa Cruz County COPE Caucus Background: There are 3 seats up for election on the Santa Cruz City Council. Only one incumbent is running for reelection. This means that, at a minimum, there will be two new City Council members in 2015. The field of candidates this year has produced several labor friendly and viable candidates. The members of SEIU Local 521 interviewed all City Council Candidates who have filled out our questionnaire and signed our candidate pledge on August 20th. At that forum, the members voted to endorse Leonie Sherman for Santa Cruz City Council. At the August 21st Santa Cruz COPE Caucus meeting, the COPE members voted to contribute the maximum candidate contribution of $350 to Leonie Sherman. Motion: To contribute $350 from the Candidate PAC to Leonie Sherman for Santa Cruz City Council Committee Name Committee Address FPPC# TBD 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 Officers’ Motion Motion Letter: B/16 Date: August 26, 2014 Motion Title: Contribution from Candidates PAC for Cynthia Chase for Santa Cruz City Council Recommended By: Santa Cruz County COPE Caucus Background: There are 3 seats up for election on the Santa Cruz City Council. Only one incumbent is running for reelection. This means that, at a minimum, there will be two new City Council members in 2015. The field of candidates this year has produced several labor friendly and viable candidates. The members of SEIU Local 521 interviewed all City Council Candidates who have filled out our questionnaire and signed our candidate pledge on August 20th. At that forum, the members voted to endorse Cynthia Chase for Santa Cruz City Council. At the August 21st Santa Cruz COPE Caucus meeting, the COPE members voted to contribute the maximum candidate contribution of $350 to Cynthia Chase for Santa Cruz City Council. Motion: To contribute $350 from the Candidate PAC to Cynthia Chase for Santa Cruz City Council Committee Name Committee Address FPPC# TBD 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 Officer’ Motion Motion Letter: B/17 Date: August 26, 2014 Motion Title: Fresno-Madera-Tulare-Kings Labor Council Labor Day Pancake Breakfast from COPE Issue PAC - $100. Recommended By: Fresno Latino Caucus. Background: The Fresno-Madera-Tulare-Kings Labor Council sponsors a Labor Day Pancake Breakfast each Labor Day. 10 tickets have requested for the Pancake Breakfast from the COPE Issue PAC for members from all Fresno Chapters and staff at a cost of $100. Tickets would be given to members and staff who have been active in politics and/or Local events. The Latino Caucus did not specify where the money should come from. It has been determined that it will come from the SEIU Local 521 Issue PAC. Motion: To authorize purchase of 10 tickets to the Fresno-Madera-Tulare-Kings Labor Day Pancake Breakfast for members and staff from the Fresno area from the SEIU Local 521 Issue Pac for $100. The check should be sent to: the Fresno-Madera-Tulare-Kings Labor Council, 3485 W. Shaw Ste 101, Fresno, CA 93711 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 Officers’ Motion Motion Letter: B/18 Date: August 26, 2014 Motion Title: Contribute to the Betty Yee Campaign for State Controller Campaign Recommended By: SEIU 521 Retiree Chapter Background: Recently, Betty Yee came in second and will be in a run-off with Ashley Swearengin, Fresno City Mayor, for State of California Controller. Originally, the State Council endorsed John Perez and recently switched to Betty Yee. Ashley Swearengin was recently endorsed by San Jose’s Mayor Chuck Reed. Betty Yee is a Board of Equalization Member (an elected position). Motion: To contribute $2,500 from the SEIU 521 Candidate Account (Retiree portion) to the Betty Yee for Controller Campaign. Betty Yee for Controller 2014 381 Bush Street, Suite 300 San Francisco, CA 94104 FPPC ID #1335071 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 Officers’ Motion Motion Letter: B/19 Date: August 26, 2014 Motion Title: Contribution to the Paul Fong San Jose City Council Campaign Recommended By: SEIU 521 San Mateo and Santa Clara/San Benito COPE Committees
Background: Paul Fong has been a loyal representative for us at the State Assembly for six years. He will be termed out by the end of this year. Paul has decided to be a candidate for San Jose City Council, a hotbed for illegal pension reform and weakening vested rights for government employees. Paul’s opponent has been endorsed by Chuck Reed, the current Mayor of San Jose and has supported and enforced a Pension Measure in San Jose that was eventually struck down by Santa Clara County Superior Court.
Paul’s race is expected to have Independent Expenditures opposition from the San Jose Chamber of Commerce and other anti-pension groups. Paul won the primary with 30% of the vote and his opponent had 23%. .Motion: To contribute $500 to Paul Fong’s Campaign for San Jose City Council from the SEIU Local 521 Candidates account.
Paul Fong for San Jose City Council 2014, FPPC# 1362111. PO Box 10148, San Jose, CA 95157
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 Officers’ Motion Motion Letter: B/20 Date: August 26, 2014 Motion Title: Fund the Chicano Organizing & Research in Education (CORE) Scholarship Recommended By: SEIU Local 521 San Mateo and Santa Clara/San Benito COPE Committees
Background: This Scholarship was founded with the intent of providing a direct response to what is an unfair immigration system that continues to deprive aspiring new scholars from continuing their education in the only Country they have ever known; the United States of America. As such, we find it imperative to provide a scholarship that attempts to alleviate the enormous financial burden of going to college until comprehensive immigration reform is passed and implemented in this Country. At the last SEIU State Council meeting, SEIU Local 1000 President Yvonne Walker presented a request that SEIU Locals in the State Council contribute to the Chicano Scholarship Foundation. SEIU Local 521 would like to participate by contributing $1,000.00 from the SEIU 521 Issues account to go towards this scholarship. Motion: To approve $1,000 from the SEIU Local 521 Issue account to go towards the Chicano Scholarship Foundation.
Chicano Organizing & Research in Education (CORE) P.O. Box 160144 Sacramento, CA 95816
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 Officers’ Motion Motion Letter: B/21 Date: August 26, 2014 Motion Title: IE PAC Contribution of $10,000 to Elect SEIU Local Endorsed Santa Cruz City Council Candidates Recommended By: Santa Cruz County COPE Caucus Background: There are 3 seats up for election on the Santa Cruz City Council. Only one incumbent is running for reelection. This means that, at a minimum, there will be two new City Council members in 2015. The field of candidates this year has produced several labor friendly and viable candidates. The members of SEIU Local 521 interviewed all City Council Candidates who have filled out our questionnaire and signed our candidate pledge on August 20th. At that forum, the members voted to endorse Bruce Van Allen, Leonie Sherman, and Cynthia Chase for Santa Cruz City Council. At the August 21st Santa Cruz COPE Caucus meeting, the COPE members voted to contribute the maximum candidate contribution of $350 to Cynthia Chase for Santa Cruz City Council. In order to hopefully fill all three seats with pro-labor/pro-working family candidates, we will be doing a $10,000 IE expenditure to help with all three candidates’ election. Motion: To contribute $10,000 in IE PAC money toward the elections of Bruce Van Allen, Leonie Sherman, and Cynthia Chase to the Santa Cruz City Council 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 Officers Motion Motion Letter: B/22 Date: August 26, 2014 Motion Title: Contribution to CalPers Board Candidate Priya Mathur Recommended By: SEIU Local 521 Retiree Chapter Background: Priya Mathur is a current member on the Cal PERS Board. She is up for re-election this year. Priya is a current union member in AFSCME. She has been a strong union ally and has proven to be a trusted and active member of the Board especially in regards to issues of equity and social justice. Priya is running for the Local Agency Seat. Priya has participated in the first ever Statewide Cal PERS SEIU tele- town hall endorsement process. Priya is officially endorsed by SEIU State Council. Motion: To contribute $3,500 from the 521 Candidates Account (Retiree Portion) to Priya Mathur for election to the CalPers Local Agency Seat.
Priya Mathur for the CalPERS Board 2014: FPPC #1328592 44 Woodside Drive San Anselmo, CA 94960
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 Officer’ Motion Motion Letter: B/23 Date: August 26, 2014 Motion Title: Endorsement, Contributions to and on behalf of Daniel Parra for Fresno County Board of Supervisors District 4. Recommended By: Fresno COPE Committee. Background: Daniel Parra is a currently an elected City Councilman and is running for an open seat on the Fresno County Board of Supervisors. Parra was recommended for sole endorsement by the members of SEIU Local 521 at the candidate forum held on Wednesday August 13, 2014. Over 25 SEIU 521 members attended the forum. Parra is running against a farmer backed candidate who has publicly opposed high speed rail in Fresno County. Parra has attended multiple SEIU 521 member actions and has spoken in favor of members at the Board of Supervisor meetings during public comment. Parra came in second place during the June primary but lost by a margin of 28%. This will be an uphill battle, but the COPE committee felt it is a worthwhile expenditure to show the Fresno area that an SEIU 521 endorsement means something for candidates who stand up publicly for SEIU 521 members. Motion: To confirm the sole endorsement of Daniel Parra for Fresno County Board of Supervisors District 4 and to contribute $5,000 from SEIU 521 Candidate Account and $5,000 from the SEIU 521 IE account to support the Daniel Parra for Fresno County Board of Supervisors District 4 campaign. 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 Officer’ Motion Motion Letter: B/24 Date: August 26, 2014 Motion Title: Endorsement, Support on behalf of James Hackett for Fresno County Retirement Board Seat. Recommended By: Fresno COPE Committee. Background: James Hackett is a long time SEIU 521 dues paying member and activist. He recently signed up as a COPE contributor. James is running for the FCERA Retirement Board. If elected, SEIU 521 will have 2 dues paying members on the FCERA Board. SEIU 521 has been leading the way in retirement security campaigns in California and supporting SEIU 521 members for Retirement Board elections is a priority for our Local pension work. Motion: To confirm the sole endorsement of James Hackett for a Fresno County Retirement Board Seat (FCERA), and to recommend SEIU Local 521 support his candidacy with the following resources:
2 mailers to Fresno County 521 members’ homes in support of James Hackett 2 versions of a flyer for worksites 2 robo calls to all SEIU 521 members’ home numbers
NOTE: Since this is a member to member campaign, political funds cannot be used for the support of James Hackett’s campaign. 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 Officers’ Motion Motion Letter: B/25 Date: August 26, 2014 Motion Title: Candidate PAC Contribution of $1,500 to jointly fund the Progressive Door Hanger Recommended By: Santa Cruz County COPE Caucus Background: On August 21st, the Santa Cruz County COPE caucus met to discuss political contributions. In most past election years SEIU has contributed between $1,000 and $2,000 towards the creation, printing, and distribution of the progressive door hanger. The progressive door hanger is an effort spear headed by the Progressive Coalition, of which we are active participants. The door hanger is a slate card that lists our endorsed candidates and that is distributed to targeted likely progressive voters in Santa Cruz County. There is a sense this year that there is a good opportunity to elect 3 new Santa Cruz city council candidates and progressive organizations are working to increase their contributions towards this effort. This effort is an incredibly well organized and effective process. It is organized by Senator Bill Monning’s campaign manager. Motion: To contribute $1,500 in Candidate PAC money toward the progressive door hanger. 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 Officers’ Motion Motion Letter: B/26 Date: August 26, 2014 Motion Title: Candidate PAC Contribution of $1,000 to Elect SEIU Local Endorsed Candidate Greg Caput for 4th District Supervisor Santa Cruz County Recommended By: Santa Cruz County COPE Caucus Background: On August 11th the members from Santa Cruz County held an endorsement townhall to consider an endorsement for the Santa Cruz County Board of Supervisors 4th District seat. Greg Caput, the incumbent Supervisor from the 4th District is facing a tough re-election fight against a former Watsonville Police Chief. Greg Caput is a known commodity to our members and the members feel like he is a person who shares our values on key issues more than his opponent does. Santa Cruz County has a maximum contribution limit of $1,000. Motion: To contribute $1,000 in Candidate PAC money toward the election of Greg Caput. 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 Officers’ Motion Motion Number: C Date: August 26, 2014 Motion Title: Recommendation to the Officers to Accept the Independent Audit Report for the Year 2013 Recommended By: RoseAnn Dominguez, SEIU Local 521 Treasurer and the Budget and Finance Committee Background: The independent auditor presented the findings for 2013 including the Chargeable/Non-Chargeable Report to the Budget and Finance Committee at its August Meeting. Motion: To Accept the auditor’s report of financials for 2013 and to recommend to the Executive Board that they accept the 2013 Audit report including the Chargeable/Non-Chargeable expenses report as well. 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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To the Members and Board of Directors of Service Employees International Union Local 521
We have audited the consolidated financial statements of the Service Employees International Union Local 521 (Local 521) for the year ended December 31, 2013, and have issued our report thereon dated August 14, 2014. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to you dated November 27, 2013. Professional standards also require that we communicate to you the following information related to our audit.
Significant Audit Findings
Qualitative Aspects of Accounting Practices
Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by Local 521 are described in Note 2 to the consolidated financial statements. No new accounting policies were adopted and the application of existing policies was not changed during the year ended December 31, 2013. We noted no transactions entered into by Local 521 during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the consolidated financial statements in the proper period.
Accounting estimates are an integral part of the consolidated financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the consolidated financial statements and because of the possibility that future events affecting them may differ significantly from those expected. We evaluated the key factors and assumptions used to develop the accounting estimates used in the consolidated financial statements and determined that they are reasonable in relation to the consolidated financial statements taken as a whole.
The consolidated financial statement disclosures are neutral, consistent, and clear.
Difficulties Encountered in Performing the Audit
We encountered no significant difficulties in dealing with management in performing and completing our audit.
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Corrected and Uncorrected Misstatements
Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are trivial, and communicate them to the appropriate level of management. During our audit, we proposed adjustments to correct beginning net assets, to reconcile interfund activity and to consolidate the financial statements. Further, we proposed adjustments to write off uncollectible notes receivable. Management has reviewed and approved these proposed adjustments.
Disagreements with Management
For purposes of this letter, professional standards define a disagreement with management as a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor’s report. We are pleased to report that no such disagreements arose during the course of our audit.
Management Representations
We have requested certain representations from management that are included in the management representation letter dated August 14, 2014.
Management Consultations with Other Independent Accountants
In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a “second opinion” on certain situations. If a consultation involves application of an accounting principle to Local 521’s consolidated financial statements or a determination of the type of auditor’s opinion that may be expressed on those statements, our professional standards require the consulting accountant to discuss with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants.
Other Audit Findings or Issues
We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as Local 521’s auditors. However, these discussions occurred in the normal course of our professional relationship and to our knowledge, our responses were not a condition to our retention.
Other Matters
With respect to the supplementary information accompanying the consolidated financial statements, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with modified cash basis of accounting, the method of preparing it has not changed from the prior period, and
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the information is appropriate and complete in relation to our audit of the consolidated financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the consolidated financial statements or to the consolidated financial statements themselves.
Intended Use of This Letter
This information is intended solely for the information and use of the Members and Board of Directors and management of Local 521 and is not intended to be and should not be used by anyone other than these specified parties.
Bethesda, MD August 14, 2014
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SERVICE EMPLOYEES INTERNATIONAL UNIONLOCAL 521
REPORT ON INTERNAL CONTROL AND OTHER MATTERSIDENTIFIED DURING FINANCIAL STATEMENT AUDIT
YEAR ENDED DECEMBER 31, 2013
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To the Members and Board of Directors of Service Employees International Union Local 521
In planning and performing our audit of the consolidated financial statements of the Service Employees International Union Local 521 (Local 521) for the year ended December 31, 2013, in accordance with auditing standards generally accepted in the United States of America, we considered Local 521’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the consolidated financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Local 521’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Local 521’s internal control.
Our consideration of internal control was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and, therefore, material weaknesses or significant deficiencies may exist that were not identified. However, as discussed below, we identified certain deficiencies in internal control that we consider to be significant deficiencies.
A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency or a combination of deficiencies in internal control, such that there is a reasonable possibility that a material misstatement of Local 521’s consolidated financial statements will not be prevented, or detected and corrected, on a timely basis. We did not identify any deficiencies in internal control that we consider to be material weaknesses.
A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.
The significant deficiencies noted during the December 31, 2013 audit are described on the following pages. We also identified other matters that we believe represents an opportunity for Local 521 to improve its internal control. In addition, we have provided updates on the status of matters raised in previous audits.
This communication is intended solely for the information and use of the Members and Board of Directors, and others within Local 521, and is not intended to be and should not be used by anyone other than these specified parties.
Bethesda, MD August 14, 2014
111 of 155
SIGNIFICANT DEFICIENCIES
2013-01 – MANAGEMENT SHOULD CONSIDER THE PRACTICALITY OF PREPARING COMPLETE FINANCIAL STATEMENTS PRIOR TO THE START OF THE AUDIT
An organization’s system of internal controls should provide a mechanism for management to detect misstatements in the financial statements. Even though it is acceptable for management to delegate certain reporting functions to third parties, management must accept ultimate responsibility for whether the amounts and disclosures presented in the financial statements are in fact fairly presented and complete.
In non-public organizations it is not uncommon for the independent auditors to assist the organization in the preparation of their financial statements. In those circumstances professional standards require that the Board of Directors be made aware of the procedures we performed during our audit at the request of Local 521 to assist them in preparing the financial statements. After obtaining the trial balance (modified cash basis) we proposed necessary yearend adjustments and assisted in drafting consolidated financial statements in the proper format with notes. The drafted consolidated financial statements were read, reviewed, and approved by management.
We recommend Local 521 consider whether it would be practical, efficient and effective to prepare complete consolidated financial statements including the financial statement footnotes prior to the start of the audit.
On the other hand, if Local 521 believes that its controls surrounding financial reporting are adequate to detect, prevent and correct any misstatements in the consolidated financial statements drafted by the independent auditors; Local 521 may feel it is acceptable to obtain assistance from the auditors with preparation of the consolidated financial statements and footnotes.
2013-02 – CONSISTENTLY TRACK ACCRUED PAID TIME OFF
During our audit, we noted that there are several different collective bargaining agreements and employment agreements (collectively “the agreements”) that govern the accrual of the various types of paid time off offered by Local 521. As of December 31, 2013, one such agreement had expired and was being renegotiated. In reviewing the accrued paid time off schedules maintained by management, we noted that employees covered by this agreement continued to accrue paid time off in excess of the previous agreement. This resulted in an overaccrual of paid time off related to this group of employees. We recommend that management track accrued paid time off in a manner consistent with the previous agreements during times of negotiation until a new agreement has been ratified.
112 of 155
OTHER MATTERS
2013-03 – INVESTIGATE THE FEASIBILITY OF HIRING AN INVESTMENT MANAGER AND DEVELOPING A FORMAL INVESTMENT POLICY
During our audit, it was noted that no investment policy exists. We recommend that Local 521 develop a policy that addresses the types of investment options available to the Local. This policy should consider the level of risk acceptable to the Local as well as any liquidity requirements.
2013-04 – CONSIDER REINFORCING THE NEED FOR COMPLIANCE WITH THE CREDIT CARD EXPENSE REIMBURSEMENT POLICY
Local 521 follows a policy requiring certain documentation be supplied to support business expenses paid for using the issued credit cards. As part of our audit, we performed a test of a sample of credit card expenditures noting instances where the necessary documentation did not accompany the reimbursement. We recommend that all employees who utilize the credit cards be reminded of the importance of adherence with the stated policy to ensure compliance.
113 of 155
THIS SHEET IS INTENTIONALLY LEFT BLANK
114 of 155
PRIOR YEAR MATTERS
2012-01 – MANAGEMENT SHOULD CONSIDER THE PRACTICALITY OF PREPARING COMPLETE FINANCIAL STATEMENTS PRIOR TO THE START OF THE AUDIT
STATUS: This matter existed as of December 31, 2013. Refer to comment 2013-01.
2012-02 – ALL BANK RECONCILIATIONS SHOULD BE REVIEWED AND APPROVED BY THE DIRECTOR OF FINANCE
STATUS: No instances of a lack of review were noted in the audit.
2012-03 – IMPROVE COMPLIANCE WITH TIMESHEET POLICY
STATUS: No instances of non-compliance were noted in the audit.
2012-04 – DOCUMENTATION OF REVIEW OF AGENCY FEE REBATES SHOULD BE IMPROVED
STATUS: The check run for agency fee rebates is produced from UnionWare. The Director of Finance can not alter this check run. Management believes this adequately mitigates any risks related to separation of duties.
2012-05 – INVESTIGATE THE FEASIBILITY OF HIRING AN INVESTMENT MANAGER AND DEVELOPING A FORMAL INVESTMENT POLICY
STATUS: This matter existed as of December 31, 2013. Refer to comment 2013-03.
115 of 155
THIS SHEET IS INTENTIONALLY LEFT BLANK
116 of 155
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 521
CONSOLIDATED FINANCIAL STATEMENTS
DECEMBER 31, 2013
117 of 155
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 521
CONSOLIDATED FINANCIAL STATEMENTS
DECEMBER 31, 2013
CONTENTS
PAGE
Report of Independent Auditors 1
Consolidated Statement of Asset, Liabilities and Net Assets - Modified Cash Basis 3
Consolidated Statements of Revenue, Expenses and Change in Net Assets - Modified Cash Basis 5
Notes to Consolidated Financial Statements 7
Supplementary Information
Schedules of Office and Administrative Expenses - Modified Cash Basis 13
Schedules of Employee Benefit Expenses - Modified Cash Basis 14
118 of 155
�
REPORT OF INDEPENDENT AUDITORS
To the Members and Board of Directors of Service Employees International Union Local 521
We have audited the accompanying consolidated financial statements of Service Employees International Union Local 521 (Local 521) which comprise the consolidated statements of assets, liabilities and net assets (modified cash basis) as of December 31, 2013 and 2012 and the related consolidated statements of revenue, expenses and changes in its net assets (modified cash basis) for the years then ended and the related notes to the consolidated financial statements.
Management’s Responsibility for the Financial Statements
Management is responsible for the preparation and fair presentation of these consolidated financial statements in accordance with the modified cash basis of accounting as described in Note 2; this includes determining that the modified cash basis of accounting is an acceptable basis for the preparation of the consolidated financial statements in the circumstances. Management is also responsible for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of consolidated financial statements that are free from material misstatement, whether due to error or fraud.
Auditor’s Responsibility
Our responsibility is to express an opinion on the consolidated financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the consolidated financial statements are free of material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the consolidated financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the consolidated financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to Local 521’s preparation and fair presentation of the consolidated financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of Local 521’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the consolidated financial statements.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.
119 of 155
- 2 -�
Opinion
In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the assets, liabilities and net assets of Local 521 as of December 31, 2013 and 2012 and its revenue, expenses and changes in its net assets for the years then ended, in accordance with the basis of accounting described in Note 2.
Basis of Accounting
We draw attention to Note 2 of the consolidated financial statements, which describes the basis of accounting. The consolidated financial statements are prepared on the modified cash basis of accounting, which is a basis other than accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to that matter.
Report on Supplementary Information
Our audits were conducted for the purpose of forming an opinion on the basic consolidated financial statements taken as a whole. The accompanying information on pages 13 and 14 is presented for purposes of additional analysis and is not a required part of the basic consolidated financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the consolidated financial statements. The information has been subjected to the auditing procedures applied in the audit of the consolidated financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the consolidated financial statements or to the consolidated financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the information is fairly stated in all material respects in relation to the consolidated financial statements as a whole.
Bethesda, MD August 14, 2014
120 of 155
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- 70
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20
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20,1
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-
20
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Net
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and
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2,10
9,45
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- -
- -
- 2,
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- -
2,10
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2,44
9$
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,870
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$
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5,90
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,766
$
8,69
9,09
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$
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$
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$
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7,25
9$
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800,
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79,6
56
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- -
- 79
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79,6
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4,41
7
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1,
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- 2,
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2,42
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435,
454
-
-
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3,43
5,45
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3,43
5,45
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4,95
6,99
5
37,8
70
(99,
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1,
712
27
5,90
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90,7
66
5,26
3,63
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31
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25
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5,52
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$
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$
90,7
66$
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8,03
7$
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8,16
8$
8,
957,
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- 3 -
Ser
vice
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121 of 155
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- -
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- 2,
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- 4 -
Ser
vice
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Int
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tio
nal
Uni
on
Lo
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521
Co
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Sta
tem
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of
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122 of 155
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33
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3,
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22
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6
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114,
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30
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-
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48
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48
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Des
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Age
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485,
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48
5,80
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485,
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8,96
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8,96
3,50
6
-
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-
8,96
3,50
6Em
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321,
485
-
-
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-
-
4,
321,
485
-
-
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4,
321,
485
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730,
663
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-
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-
-
730,
663
-
-
-
730,
663
Per c
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124 of 155
- 7 -
SERVICE EMPLOYEES INTERNATIONAL UNIONLOCAL 521
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
DECEMBER 31, 2013
NOTE 1. ORGANIZATION Service Employees International Union Local 521 (Local 521) is engaged in the implementation of the objectives of the Service Employees International Union (SEIU) which are to represent employees in matters relating to employment conditions and employer-employee relations, including, but not limited to wages, hours and other terms and conditions of employment and to protect and preserve the union as an institution in the performance of its legal and contractual obligations.
Local 521's main office is in San Jose, California; however, Local 521 represents public sector and publicly-funded members throughout the Central Northern Region of California. The Central Northern Region of California includes the counties of San Mateo, Santa Cruz, Santa Clara, Stanislaus, Alpine, Tuolumne, Mono, Monterey, San Benito, Merced, Mariposa, Madera, Fresno, Kings, Tulare, Inyo and Kern.
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Method of Accounting - The consolidated financial statements have been prepared using the modified cash basis of accounting. The modified cash basis is a comprehensive basis of accounting other than U.S. generally accepted accounting principles. Most revenue is recognized when received rather than when earned, while most expenses are recognized when paid rather than when incurred.�Consolidation - The accompanying consolidated financial statements include the accounts of SEIU Local 521 and the SEIU Local 521 Issues, Candidate, and Independent PACs. All significant intercompany balances and transactions have been eliminated in consolidation.
Fixed Assets - Local 521 capitalizes all expenditures in excess of $1,000 for property and equipment at cost. Depreciation is calculated using the straight-line method over the estimated useful lives of the respective assets. Renewals and improvements that materially extend the life or service of an asset are capitalized.
Use of Estimates - The preparation of the consolidated financial statements requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.
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- 8 -
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED)
Cash and Cash Equivalents - Local 521 considers all highly liquid investments available for current use with an initial maturity of three months or less to be cash equivalents. The General Fund is unrestricted and it is available for use in the day to day operations of Local 521.
Unrestricted Funds - Funds used for the ongoing activities of Local 521 not provided by other funds. Unrestricted funds include board designated funds as well as undesignated funds.
Designated Funds - Unrestricted funds designated by the Board for specific purposes. Designated Funds consisted of the Capital Fund, Building Fund, Strike Fund, Legal Defense Fund, and Good and Welfare (G&W) Fund.
Temporarily Restricted Funds - Donor restricted funds that can be used only for specific purposes. Local 521’s temporarily restricted funds consisted of a Scholarship Fund and threePAC Funds.
Tax Status - Local 521 qualifies under Internal Revenue Code Section 501(c)(5) and is, therefore, not subject to tax under present income tax law. The SEIU Local 521 PAC funds are exempt under IRS Section 527 and are not subject to tax under present income tax law.
Local 521 accounts for income taxes in accordance with the Accounting Standards Codification (ASC) Topic Income Taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity’s financial statements and prescribe a threshold of “more likely than not” for recognition and derecognition of tax positions taken or expected to be taken in a tax return. Local 521 performed an evaluation of uncertain tax positions for the years ended December 31, 2013 and 2012, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of December 31, 2013, the statue of limitations for tax years 2010 through 2012 remains open with the U.S. Federal jurisdiction and the various states and local jurisdictions in which the Local files returns.
NOTE 3. PROPERTY AND EQUIPMENT
Property, equipment and improvements at December 31, 2013 and 2012 consist of the following:
December 31, 2013 2012 Land $ 511,371 $ 511,371 Buildings 2,068,384 2,063,646 Furniture and equipment 1,351,547 1,546,484
3,931,302 4,121,501 Less accumulated depreciation (1,821,848) (1,857,789)�
Net property and equipment $ 2,109,454 $ 2,263,712
For the years ended December 31, 2013 and 2012, Local 521 recognized depreciation expense of $189,151 and $224,244, respectively.
126 of 155
- 9 -
NOTE 4. NOTE RECEIVABLE
Kern County Public Employees Insurance Agency, Inc. DBA Valley Benefits, Inc. (VBI) was a wholly owned subsidiary of Central California Association of Public Employees Service Employees International Union Local 700, a Local which merged its assets and liabilities with Local 521 as of January 1, 2008. Valley Benefits, Inc. is a for profit corporation that sells insurance policies to the members of Local 521.
In June 1985, the Legacy Local 700 bought $1,000 of Kern County Public Employees Insurance Agency's stock to help start the for profit corporation Kern County Public Employees Insurance Agency doing business as Valley Benefits, Inc. The insurance agency is a wholly owned subsidiary of the Local. This stock does not have an active market.
Kern County Public Employees Insurance Agency - Note Receivable
In April 1996, the Legacy Local 700 made a loan of approximately $140,779 to Kern County Public Employees Insurance Agency, Inc. DBA Valley Benefits, Inc. This loan is to be repaid over 20 years at an interest rate of 10%. Monthly payments of $1,421 are due at the beginning of each month.
In May 2010, Local 521 loaned Kern County Public Employees Insurance Agency, Inc. DBA Valley Benefits, Inc. an additional $249,679. This loan is to be repaid over 10 years at an interest rate of 3% with a balloon payment of approximately $59,000 due after 10 years. In December 31, 2010 Local 521 loaned Kern County Public Employees Insurance Agency, Inc. DBA Valley Benefits, Inc. an additional $50,000 under the same terms.
During the year ended December 31, 2013, VBI was sold to an outside third party and as a result management determined that these notes were no longer collectible and the full amount was written off.
NOTE 5. 401(K) RETIREMENT CONTRIBUTIONS
Local 521 provides a defined contribution plan (401k) for its employees. Employees are eligible to participate in the plan immediately when hired. Local 521 matches employee contributions up to 3%. Total employer contributions were $198,677 and $199,197 for the years ended December 31, 2013 and 2012, respectively.
NOTE 6. PENSION CONTRIBUTIONS
The employees of Local 521 participate in the SEIU Affiliates' Officers and Employees Pension Plan. For the years ended December 31, 2013 and 2012, the Plan provides, among other things, for contributions of 16% and 14%, respectively, of the total annual salary by Local 521.
127 of 155
- 10 -
NOTE 6. PENSION CONTRIBUTIONS (CONTINUED)
The risks of participating in this multiemployer plan are different from a single-employer plan in the following aspects:
a. Assets contributed to the multiemployer plan by one employer may be used to provide benefits to employees of other participating employers.
b. If a participating employer stops contributing to the plan, the unfunded obligations of the plan may be borne by the remaining participating employers.
c. If Local 521 chooses to stop participating in of its multiemployer plan, Local 521 may be required to pay an amount based on the underfunded status of the plan, referred to as a withdrawal liability.
Local 521’s participation in this plan for the annual period ended December 31, 2013, is outlined in the table below. The “EIN/Pension Plan Number” column provides the Employee Identification Number (EIN) and the three-digit plan number, if applicable. Unless otherwise noted, the most recent Pension Protection Act (PPA) zone status available in 2013 and 2012 is for the plan’s year-end at December 31, 2013 and 2012, respectively. The zone status is based on information that the Local received from the plan and is certified by the plan’s actuary. Among other factors, plans in the red zone are generally less than 65 percent funded, plans in the yellow zone are less than 80 percent funded, and plans in the green zone are at least 80 percent funded.
The “FIP/RP Status Pending/Implemented” column indicates plans for which a financial improvement plan (FIP) or a rehabilitation plan (RP) is either pending or has been implemented. The last column lists the expiration date(s) of the collective-bargaining agreement(s) to which the plans are subject.
FIP/RP Status Expiration Date ofPension EIN/Pension Plan Pending/ Surcharge Collective-Bargaining
Fund Number 2013 2012 Implemented 2013 2012 2011 Imposed AgreementSEUI Affiliates'
Officers and Employees Plan
52-0817348/001 Green Green N/A 1,288,490$ 1,144,297$ 1,298,188$ N/A N/A
Pension Protection ActZone Status Contribtuions of the Local
Local 521 was not listed in the plan’s Forms 5500 as providing more than 5% of the total contributions for the plan’s year-end at December 31, 2013 and 2012.
NOTE 7. OFFICE LEASES
Local 521 has entered into various leasing arrangements for office space both for its headquarters as well as its other regional offices. Total rent expense paid for 2013 and 2012 for these leases was $562,280 and $588,747, respectively.
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- 11 -
NOTE 7. OFFICE LEASES (CONTINUED)
Future minimum rental payments required under the various operating leases as of December 31, 2013 are as follows:
For the Year Ending December 31 2014 $ 508,776 2015 447,390 2016 420,840 2017 420,840 2018 280,560 Total future minimum annual rental payments $2,078,406
The future minimum annual rental payments are subject to escalations for real estate taxes and certain maintenance costs.
A portion of the leased space is subleased to several unaffiliated not-for-profit organizations. The lease expense will be offset by payments received under the subleases as follows:
For the Year Ending December 31 2014 $ 72,987 2015 57,480 2016 58,932 2017 60,416 2018 44,444 Total future annual subleased office space payments $ 294,259
Total rental income under the subleases was $91,481 and $84,372 for the years ended December 31, 2013 and 2012, respectively.
NOTE 8. EQUIPMENT LEASES AND OTHER COMMITMENTS
Local 521 had leases for office equipment at the San Jose, Salinas, Fresno, Visalia, and Bakersfield offices. Future minimum payments for the equipment are as follows:
For the Year Ending December 31, 2014 $ 123,178 2015 32,970 2016 17,280 Total $ 173,428
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NOTE 9. CONCENTRATION OF CREDIT RISKS
Local 521 maintains several bank accounts at various banks. Accounts at these institutions are insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000. As of December 31, 2013, Local 521 had excess deposits resulting in uninsured cash balances of approximately $808,000.
NOTE 10. FUNCTIONAL EXPENSES
The expenses incurred by Local 521 categorized on a functional basis for the years ended December 31, 2013 and 2012 are as follows:
2013 2012 Program services 74% 73% General and administrative 26% 27% 100% 100%
NOTE 11. SUBSEQUENT EVENTS REVIEW
Subsequent events have been evaluated through August 14, 2014, which is the date the consolidated financial statements were available to be issued. This review and evaluation revealed no new material event or transaction which would require an additional adjustment to or disclosure in the accompanying consolidated financial statements.
130 of 155
�
ADDITIONAL INFORMATION
131 of 155
THIS SHEET IS INTENTIONALLY LEFT BLANK
132 of 155
2013 2012
Lease expense 562,280$ 588,747$Buildings maintenance 178,576 163,284Property taxes 38,996 38,223Utilities 163,947 153,168Equipment rentals and maintenance 252,019 261,958Communications 313,883 310,664Computer database services 88,314 94,788Office supplies 146,850 74,612Postage 63,664 76,940Printing 63,158 79,027Depreciation 189,151 224,244Staff recruiting and training 21,099 10,980S b i ti 4 235 2 586
Service Employees International Union Local 521
Schedules of Office and Administrative Expenses -
Years Ended December 31, 2013 and 2012
Modified Cash Basis
- 13 -
Subscriptions 4,235 2,586Workers compensation insurance 229,952 177,945General liability insurance 113,594 106,581Moving allowance 4,833 5,500Business fees and licenses 10,600 2,969Administration fees 8,662 12,392Write off of uncollectible notes receivable 273,207 76,713Miscellaneous 8,809 14,474
Total office and administrative expense 2,735,829$ 2,475,795$
- 13 -133 of 155
2013 2012
Employer 401k contributions 198,677$ 199,197$Pension contributions 1,288,490 1,144,297Health and welfare contributions 2,741,285 2,775,881Retired employee health benefits 93,033 76,190
Total employee benefit expenses 4,321,485$ 4,195,565$
Service Employees International Union Local 521
Schedules of Employee Benefit Expenses -
Years Ended December 31, 2013 and 2012
Modified Cash Basis
- 14 -134 of 155
SERVICE EMPLOYEES INTERNATIONAL UNIONLOCAL 521
STATEMENT OF EXPENSES AND ALLOCATION OF EXPENSESBETWEEN CHARGEABLE EXPENSES AND NON-CHARGEABLE EXPENSES
(MODIFIED CASH BASIS)
FOR THE YEAR ENDED DECEMBER 31, 2013
135 of 155
SERVICE EMPLOYEES INTERNATIONAL UNIONLOCAL 521
STATEMENT OF EXPENSES AND ALLOCATION OF EXPENSESBETWEEN CHARGEABLE EXPENSES AND NON-CHARGEABLE EXPENSES
(MODIFIED CASH BASIS)
FOR THE YEAR ENDED DECEMBER 31, 2013
CONTENTS
PAGE
Report of Independent Auditors 1
Statement of Expenses and Allocation of Expenses Between Chargeable Expenses and Non-Chargeable Expenses – Modified Cash Basis 3
Notes to the Statement of Expenses and Allocation of Expenses Between Chargeable Expenses and Non-Chargeable Expenses – Modified Cash Basis 4
136 of 155
REPORT OF INDEPENDENT AUDITORS
To the Board of Directors of Service Employees International Union Local 521
We have audited the accompanying statement of expenses and allocation of expenses between chargeable expenses and non-chargeable expenses (modified cash basis) for the Service Employees International Union Local 521 (Local 521) for the year ended December 31, 2013, and the related notes to the statement.
Management’s Responsibility for the Statement of Expenses and Allocation of Expenses Between Chargeable Expenses and Non-Chargeable Expenses (Modified Cash Basis)
Management is responsible for the preparation and fair presentation of this statement in accordance with the modified cash basis of accounting as described in Note 1; this includes determining that the modified cash basis of accounting is an acceptable basis for the preparation of this statement in the circumstances. Management is also responsible for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of the statement that is free from material misstatement, whether due to fraud or error.
Auditor’s Responsibility
Our responsibility is to express an opinion on this statement based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the statement is free from material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the statement. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the statement, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to Local 521's preparation and fair presentation of the statement in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of Local 521’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the statement.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.
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Opinion
In our opinion, the statement of expenses and allocation between chargeable expenses and non-chargeable expenses (modified cash basis) referred to above presents fairly, in all material respects, the total expenses of Local 521 as of December 31, 2013, and the allocation of expenses between chargeable expenses and non-chargeable expenses based on the descriptions presented in Note 2 and the significant factors and assumptions described in Note 3.
Basis of Accounting
We draw attention to Note 2 of the statement, which describes the basis of accounting. The statement is prepared on the modified cash basis of accounting, which is a basis other than accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to that matter.
Other Matters
The total expenses reflected in the statement agree to the expenses in the audited consolidated financial statements (modified cash basis) of the Local 521 for the year ended December 31, 2013, as modified to remove certain expenses, as detailed on the statement of expenses and allocation between chargeable expenses and non-chargeable expenses (modified cash basis). The allocation of expenses between chargeable expenses and non-chargeable is based on the definitions and significant factors and assumptions described in notes 2 and 3.
Intended Use of This Report
This report is intended solely for the information and use of the Service Employees International Union, Local 521, its affiliates and the agency fee payers and should not be used for any other purposes.
Bethesda, MDAugust 14, 2014
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- 3 -
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SERVICE EMPLOYEES INTERNATIONAL UNION,LOCAL 521
STATEMENT OF EXPENSES AND ALLOCATION OF EXPENSESBETWEEN CHARGEABLE EXPENSES AND NON-CHARGEABLE EXPENSES
(MODIFIED CASH BASIS)
FOR THE YEAR ENDED DECEMBER 31, 2013
NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
A. Nature of Organization - Service Employees International Union, Local 521 (Local 521) is engaged in the implementation of the objectives of the Service International Employees Union (SEIU) which are to represent employees in all matters relating to employment conditions and employer-employee relations, including, but not limited to wages, hours and other terms and conditions of employment and to protect and preserve the union as an institution in the performance of its legal and contractual obligations.
Local 521’s main office is in San Jose, California; however, Local 521 represents approximately 65,000 public sector and publicly-funded members throughout the Central Northern Region of California. The Central Northern Region of California includes the counties of San Mateo, Santa Cruz, Santa Ciara, Stanislaus, Alpine, Tuolumne, Mono, Monterey, San Benito, Merced, Mariposa, Madera, Fresno, Kings, Tulare, Inyo and Kern.
B. Basis of Accounting - The statement of Local 521 has been prepared on the modified cash basis of accounting. The modified cash basis of accounting is a comprehensive basis of accounting other than U.S. generally accepted accounting principles. Most revenue is recognized when received rather than when earned, while most expenses are recognized when paid, rather than when the obligation is incurred.
C. Estimates - Estimates and assumptions have been made by management in the preparation of the statement of expenses and allocation of expenses between chargeable and non-chargeable expenses. These affect the reported amounts of expenses during the reporting period. Actual results could differ from those estimates.
D. Tax-Exempt Status - No provision for income taxes has been made since Local 521 is not-for-profit, tax-exempt organization under Internal Revenue Code (IRC) Section 501(c)(5) and Section 2370(a) of the Revenue and Taxation Code (RTC) of the State of California.
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NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED)
Local 521 accounts for income taxes in accordance with the Accounting Standards Codification (ASC) Topic Income Taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity’s financial statements and prescribe a threshold of “more likely than not” for recognition and derecognition of tax positions taken or expected to be taken in a tax return. Local 521 performed an evaluation of uncertain tax positions for the years ended December 31, 2013 and 2012, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of December 31, 2013, the statue of limitations for tax years 2010 through 2012 remains open with the U.S. Federal jurisdiction and the various states and local jurisdictions in which the Local files returns.
NOTE 2. DEFINITIONS
Local 521 has identified those activities and expenditures considered chargeable or non-chargeable under applicable law in its “Guidelines for Allocating Chargeable and Non-Chargeable Activities and Expenditures.”
A. Chargeable Expenses: Chargeable expenses are those incurred by Local 521 that reflect the share of the cost of operations of Local 521 which are considered necessarily and reasonably incurred in the performance of its legal and contractual duties and obligations as a representative of employees in dealing with the employer on labor management issues, including the cost of negotiation and administering collective bargaining agreements; prosecuting and settling grievances and disputes by mutual agreement, in arbitration, court or otherwise; activities and undertakings normally and reasonably employed to implement the duties of Local 521; and the maintenance of Local 521’s existence.
The following are examples of expenditures classified as chargeable; preparation for and negotiations of collective bargaining agreements; contract administration including investigation and processing grievances, meetings, conferences, administrative hearings arbitrations, court proceedings and pertinent investigation and research in connection with work-related problems of employees; maintaining membership and employee group records; providing legal, economic and technical expertise on behalf of employees in all work-related matters.
B. Non-Chargeable Expenses: Non-Chargeable expenses are those of an ideological or political nature and those that are not germane to work related interests of employees. The term “political” is defined as support for or against candidates for political office of any level of government and any office in the union structure. The term “ideological” is defined as support for or against certain positions that the union may take which are not work related. The following expenses are classified as non-chargeable: lobbying, litigation, electoral or political activities outside the limited context of contract ratification or implementation; public relations effort designed to enhance the reputation of the membership; and the costs of recruiting new members in new trades, work forces or industries.
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NOTE 3. SIGNIFICANT FACTORS AND ASSUMPTIONS USED IN THE ALLOCATION OF CHARGEABLE EXPENSES AND NON-CHARGEABLE EXPENSES
A. Personnel costs include wages, salaries, payroll taxes, pension contributions, employee and retired employee health and welfare benefits. Personnel costs are allocated between chargeable and non-chargeable expense based on time spent by Local 521’s staff in chargeable versus non-chargeable activities, as recorded in time records completed by those employees. The percentage of chargeable and non-chargeable time are allocated and applied proportionately to all line items in the personnel costs category.
B. Local 521 pays per capita tax to several affiliated organizations of SEIU. Per capita tax paid to SEIU is allocated based on their most recent audited calculation. Payments to affiliated labor councils are considered 100% non-chargeable.
C. Office and administrative expenses include staff recruiting, training, rent, telephone, utilities, building maintenance, supplies, printing, postage, equipment rentals and repairs, bank fees, insurance, depreciation, interest expense, subscriptions, property taxes, and computer services. Office administrative expenses are directly allocated between chargeable and non-chargeable expense based on the nature or content of the expenditure, where it is practicable. Where such direct appointment on the basis of the nature or content of the expenditure is not practicable, for example with regards to rent and utilities, such expenses are allocated between chargeable and non-chargeable expense on the basis of the changeable and non-chargeable allocation for personnel costs, as explained in Note 3A.
D. Legal fees consist of attorney fees and cost for legal services provided by Local 521’s counsel. These expenses are allocated based on whether the subject matter of the legal services related to representational or non-representational matters are reported by legal counsel.
Arbitration fees related to collective bargaining, contract enforcement, economic action, and the defense against layoffs and is deemed fully representational and therefore fully chargeable.
E. Contributions and promotional items were directly allocated between chargeable and non-chargeable expenses based on the nature or content of the expenditure, where it was practicable. Certain items included in this category are considered 100% non-chargeable because of the ideological, for members only, or non-representational nature of the expense.
F. Items are considered 100% non-chargeable because of the ideological, for members only, or non-representational nature of the expense.
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NOTE 3. SIGNIFICANT FACTORS AND ASSUMPTIONS USED IN THE ALLOCATION OF CHARGEABLE EXPENSES AND NON-CHARGEABLE EXPENSES (CONTINUED)
G. These expenses do not fall within any of the categories set forth above. Where direct appointment of such expenses between chargeable and non-chargeable expense based on the content, nature or subject of the expense is practicable, they are so allocated. Where direct appointment of such expenses between chargeable and non-chargeable expense based on the content, nature or subject of the expense is not practical, they are allocated between chargeable and non-chargeable on the basis of the chargeable and non-chargeable allocation for personnel costs, as explained above in Note 3A.
H. Grant Expense - Grant expenses are funded through a grant from the U.S. government and not with dues payments. As a result there are excluded from the calculation.
I. Dues refunded by to members are not considered an expense to be included in the allocation of chargeable and non-chargeable expenses, and are therefore adjusted out of the calculation.
NOTE 4. SUBSEQUENT EVENT REVIEW
Subsequent events have been reviewed through August 14, 2014, which is the date the statement was available to be issued. This review and evaluation revealed no new material event or transaction which would require an additional adjustment to or disclosure in the accompanying statement.
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SEIU Local 521 Executive Board Motion Motion Number: D Date: September 27 & 28, 2014 Motion Title: Authorize REVISED Process for Member Against Member Charges Recommended By: Luisa Blue, CEO Background: A process for handling member/member charges was approved by Executive Board at the June 28, 2014 Executive Board Meeting. After going through the an actual hearing processrecently, it was found that there are revisions and clarifications were identified that it is hoped will hopefully make the process run more smoothly and clarifications that will also help the process. Below is the process the SEIU Local 521 Executive Board approved/adopted at their June 28, 2014 meeting to bring consistency to how the International SEIU Bylaws guidelines are used to handle member against member charges filed with the SEIU Local 521 Secretary. The President, wAt the time when committee members are selected to serve on the various committees of the Local at the beginning of an Executive Board term, the President shall appoint volunteers to a committee which will deal with any member against member disputes that arise during the term of the Executive Board. One of the two Trustees at Large will be appointed to chair all Trial Committees appointed during the term of the Executive Board the committee. The remaining Trustee at Large will serve as the alternate Chair as needed. These committee members as well as other Local Trustees shall be trained inregarding the process for handling charges. Trustees are encouraged to volunteer to serve on this committee. This should help to bring consistency in handling these disputes. Since these members of the Executive Board have been approved by the Executive Board to serve in the capacity of Trial Board members in any member against member dispute for the term of the Executive Board, the President or his/her designee shall have the power to appoint any of those committee members to serve on any Trial Board without further approval from the Executive Board. Care will be taken to prevent any conflict of interest. All parties involved in a dispute that is union-related have the obligation to exhaust all formal and informal remedies before filing formal charges under this procedure. The union’s goal is to resolve disputes between members at the lowest possible level.
1. An individual member who has a disagreement with or complaint against another member regarding union-related activities should first attempt to resolve the problem by discussing it with the member. A chapter/or locally elected officer or steward may be present at the discussion at the request of either member. This
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meeting should happen as soon as possible after the incident because of the 6 month deadline to file charges.
2. If the parties cannot resolve the disagreement or the Respondent(s) refuse to meet,, either party may request the assistance of a staff member and/or chapter/or locally elected officer in a mediation type setting. It is thought that the Local Trustees serve specifically to help in these matters, however, other Officers, and/or Senior Local Staff would be appropriate choices to serve in this capacity. If additional training is needed for this group of potential “mediators” the Local shall provide training. The parties will be required to agree to good faith mediation with a mutually acceptable staff member and/or chapter/local elected officer. This will be completed within 30 calendar days of the request unless there is good cause for extending the date further out.
3. If there is no resolution following the above steps, a member may file formal charges. Any “mediator”, elected Officer or Trustee who tries to settle the complaint at a lower level shall recuse themselves from participating at the Trial Board level.
1.4. A charge is received at any SEIU Local 521 Office addressed to the Secretary of the Local. All parts of the charge must be filed in duplicate to comply with the SEIU International Bylaws Article XVII Section 2a (charges must be filed within 6 months of the incident).
2.5. The charge is date stamped, scanned and emailed to the Secretary of the Local, the President of the Local, the Chief Elected Officer, and the staff assigned to the Executive Board.
3.6. Within 15-calendar business days of receipt of a complaint , unless there is good cause for extending that date further out, the affected parties will be sent a copy of the charges and the Union Policy to handle Member Against Member Complaints by the staff assigned to the Executive Board., unless there is good cause for extending that date further out.
4.7. Within 15-calendar business days of receipt of a complaint, unless there is good cause for extending that date further out, the Secretary of the Local shall ask the President (or his/her designee) to nominate appoint an odd number, minimum of 3 maximum of 5, Trial Board Committee members in good standing from the Executive Board Committee appointed to handle member against member disputes for as a Trial Board to investigate the charges received, unless there is good cause for extending that date further out. The President (or his/her designee) will authorize an email poll of the Executive Board to concur affirm the President’s nominations in total. The President (or his/her designee) will allow a reasonable amount of time for the Executive Board members to respond to the poll (a minimum of 24 hours). Nominations are affirmed by a simple majority of the email responses received.
5.8. The Chief Elected Officer shall appoint a senior staff person or appropriate individual to assist the appointed Trial Board in any way necessary.
6.9. The staff person assigned to the Executive Board shall be copied on any and all communications for purposes of logistics and tracking and filing documents associated in any way with charges received.
10. Within 30 business days of appointment, unless there is good cause for extending that date further out, the Trial Board shall convene to review the charges to determine whether they are specific enough, unless there is good cause for extending that date further out. for merit and to set a hearing date.
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11. If the charges are not ruled to not be specific enough, they shall be returned to the complainant with such a determination and with instructions that they may refile charges with more specific information within the six month period described in the SEIU International Bylaws. The respondent(s) will be notified that the charges were returned to the complainant(s) as not being specific enough to proceed to hearing.
12. If the charges are ruled to be specific enough, the complainant(s) and the respondent(s) shall be given the opportunity to attempt resolution inthrough a non-binding and confidential mediation process. If they parties agree to non-binding mediation, it shall be scheduled at the earliest available opportunity, at no cost to them.
13. If either the complainant(s) or the respondent(s) do not agree to non-binding mediation, or if mediation is unsuccessful, The a hearing date must shall be set within 60 business days of such notificationdetermination unless there is good cause for extending the hearing further out.
14. No more than two separate charges (a charge is any number of charges against one individual or one group of individuals that are received on the same day in the same envelope) against the same individual or group of individuals shall be heard on the same day.
7. 15. The charges and hearing process shall be confidential and private. Supporters of
either side of the dispute shall not be allowed in the building where any portion of anythe proceeding(s)/meeting(s) are taking place. Supporters may not harass/attempt to intimidate in any way, complainant(s), respondent(s), witnesses, mediator(s), Trial Board members, legal counsel or staff. The complainant(s) or respondent(s) are admonishedencouraged to control the behavior of any supporters. If they don’t it could negatively affect the outcome of any proceeding(s)/meeting(s). Local police may be called with possible arrests made if necessary.
Within 15 business days after the hearing, or as soon as possible after a successful mediation, unless there is good cause for extending that date further out, the decision shall be rendered and affected parties notified in writing.
If the charges are upheld by the Trial Board or mediator(s), the applicable charge(s) and decision(s) along with any sanctions(s) shall be reported to the Executive Board at the next Executive Board meeting.
If the charges are not upheld by the Trial Board or mediator(s), the Executive Board shall be notified at their next scheduled meeting that the charges were not upheld and have been dismissed. 8.
9.16. The Trial Board will follow the rules enumerated in the SEIU International Bylaws regarding member against member charges during the investigation and decision process in compliance with Article XVII.
a. The charged member shall be notified of the charges. b. The Trial Board shall set a hearing date and all affected members and
others directly involve with the case whose testimony is desired by the Trial Board, complainant(s), or respondent(s) shall be notified.
c. The hearing shall be held. i. Although the hearing is a relatively informal proceeding, all
complainant(s), respondent(s), and witnesses shall be asked to
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state that they will speak the truth regarding everything presented to the Trial Board.
ii. The complainant(s) will be asked to speak first and describe the nature of their complaint(s), what any witnesses will testify regarding, and what any further documentation will prove.
iii. The accused/respondent(s) will then be asked to respond to the complaint(s).
iv. Both parties may bring witnesses and/or supporting documentation to support their statements. The Trial Board may determine if they will hear any or all witnesses.
v. Both parties will have an opportunity to present rebuttal information. vi. The Trial Board will be able to ask questions at each step of the
hearing to clarify the facts around the complaint(s). vii. The Trial Board may also solicit additional information from other
union members or staff as part of their investigation of the charges. c.viii. The accused/respondent(s) “may select a member of his or her
Local Union . . . . to represent the accused/respondent(s) in the presentation of a defense.” The SEIU Local 521 Bylaws do not grant permission for the use of attorneys in such hearings.
17. Within 15 business days after the hearing, unless there is good cause for extending that date further out, the decision shall be rendered and affected parties notified in writing.
18. If the charges are not upheld by the Trial Board, the Executive Board shall be notified at their next scheduled meeting that the charges were not upheld and have been dismissed.
19. If the charges are upheld by the Trial Board, the applicable charge(s) and decision(s) along with any sanctions(s) shall be reported to the Executive Board at the next Executive Board meeting.
a. The decision document shall be in writing and signed by the Trial Board members. Staff assigned to the Executive Board shall file the original decision document with other documents related to the charge(s) in the Local’s official records.
b. Staff assigned to the Executive Board shall email the decision to the Local Officers, staff assigned to the Trial Board, and the Trial Board members.
c. The Officers shall review the decision(s) and/or sanction(s), determined by the Trial Board.
d. The Claimant(s) and the Respondent(s) shall be notified of the decision(s) and sanction(s).
e. The Executive Board shall be notified at their next Executive Board meeting, as noted in #17 or #18 above.
20. If either the Complainant(s) or Respondent(s) do not agree with the decision of the Trial Board they may appeal to the International Executive Board within 15 days of issuance of the written decision by the Trial Committee. If they do not agree with the International Executive Board decision they may appeal to the International Convention. International Constitution and Bylaws Article XVII Section 6.
If the charges are upheld by the Trial Board, the applicable charge(s) and decision(s) along with any sanctions(s) shall be reported to the Executive Board at the next Executive Board meeting.
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If the charges are not upheld by the Trial Board, the Executive Board shall be notified at their next scheduled meeting that the charges were not upheld and have been dismissed.
d. A decision shall be rendered and sanctions, if any, determined. The decision document shall be in writing and signed by the Trial Board members. Staff assigned to the Executive Board shall file the original decision document with other documents related to the charge(s) in the Local’s official records.
Staff assigned to the Executive Board shall email the decision to tThe Local Officers, staff assigned to the Trial Board, and staff assigned to the Executive Board shall be emailed the decision of the Trial Board members.
e. The Officers shall review the decision(s) and/or sanction(s), determined by the Trial Board.
If the Officers see no problem with the decision(s) and/or sanction(s) determined by the Trial Board, aAll affected members and others directly involved with the case shall be notified of the decision(s) and sanction(s).
f.a. The Executive Board shall be notified at their next Executive Board meeting, as noted in #183 or #149 above.
10. If the charges are upheld by the Trial Board, the charges and decision(s) along
with any sanctions(s) shall be reported to the Executive Board at the next Executive Board meeting in writing.
11. If the charges are not upheld by the Trial Board, the Executive Board shall be notified at their next scheduled meeting that the charges were not upheld and have been dismissed.
Motion: To approve the above REVISED process for handling member against member complaints. 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 Officers’ Motion Motion Number: D Date: August 26, 2014 Motion Title: Authorize REVISED Process for Member Against Member Charges Recommended By: Luisa Blue, CEO Background: A process for handling member/member charges was approved by Executive Board at the June 28, 2014 Executive Board Meeting. After going through an actual hearing recently, revisions and clarifications were identified that will hopefully make the process run more smoothly. At the time when committee members are selected to serve on the various committees of the Local at the beginning of an Executive Board term, the President shall appoint volunteers to a committee which will deal with any member against member disputes that arise during the term of the Executive Board. One of the two Trustees at Large will be appointed to chair all Trial Committees appointed during the term of the Executive Board. The remaining Trustee at Large will serve as the alternate Chair as needed. These committee members as well as other Local Trustees shall be trained regarding the process for handling charges. This should help to bring consistency in handling these disputes. Since these members of the Executive Board have been approved by the Executive Board to serve in the capacity of Trial Board members in any member against member dispute for the term of the Executive Board, the President or his/her designee shall have the power to appoint any of those committee members to serve on any Trial Board without further approval from the Executive Board. Care will be taken to prevent any conflict of interest. All parties involved in a dispute that is union-related have the obligation to exhaust all formal and informal remedies before filing formal charges under this procedure. The union’s goal is to resolve disputes between members at the lowest possible level.
1. An individual member who has a disagreement with or complaint against another member regarding union-related activities should first attempt to resolve the problem by discussing it with the member. A chapter/or locally elected officer or steward may be present at the discussion at the request of either member. This meeting should happen as soon as possible after the incident because of the 6 month deadline to file charges.
2. If the parties cannot resolve the disagreement or the Respondent(s) refuse to meet, either party may request the assistance of a staff member and/or chapter/or locally elected officer in a mediation type setting. It is thought that the Local Trustees serve specifically to help in these matters, however, other Officers, and/or Senior Local Staff would be appropriate choices to serve in this capacity. If additional training is needed for this group of potential “mediators” the Local shall provide training. The parties will be required to agree to good faith mediation with a mutually acceptable staff member and/or chapter/local elected
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officer. This will be completed within 30 calendar days of the request unless there is good cause for extending the date further out.
3. If there is no resolution following the above steps, a member may file formal charges. Any “mediator”, elected Officer or Trustee who tries to settle the complaint at a lower level shall recuse themselves from participating at the Trial Board level.
4. A charge is received at any SEIU Local 521 Office addressed to the Secretary of the Local. All parts of the charge must be filed in duplicate to comply with the SEIU International Bylaws Article XVII Section 2a (charges must be filed within 6 months of the incident).
5. The charge is date stamped, scanned and emailed to the Secretary of the Local, the President of the Local, the Chief Elected Officer, and the staff assigned to the Executive Board.
6. Within 15-business days of receipt of a complaint, unless there is good cause for extending that date further out, the affected parties will be sent a copy of the charges and the Union Policy to handle Member Against Member Complaints by the staff assigned to the Executive Board.
7. Within 15-business days of receipt of a complaint, unless there is good cause for extending that date further out, the Secretary of the Local shall ask the President (or his/her designee) to appoint an odd number, minimum of 3 maximum of 5, Trial Board Committee members in good standing to investigate the charges received.
8. The Chief Elected Officer shall appoint a senior staff person or appropriate individual to assist the appointed Trial Board in any way necessary.
9. The staff person assigned to the Executive Board shall be copied on any and all communications for purposes of logistics and tracking and filing documents associated in any way with charges received.
10. Within 30 business days of appointment, unless there is good cause for extending that date further out, the Trial Board shall convene to review the charges to determine whether they are specific enough.
11. If the charges are ruled to not be specific enough, they shall be returned to the complainant with such a determination and with instructions that they may refile charges with more specific information within the six month period described in the SEIU International Bylaws. The respondent(s) will be notified that the charges were returned to the complainant(s) as not being specific enough to proceed to hearing.
12. If the charges are ruled to be specific enough, a hearing date shall be set within 60 business days of such determination unless there is good cause for extending the hearing further out.
13. No more than two separate charges shall be heard on the same day. 14. The charges and hearing process shall be confidential and private. Supporters of
either side of the dispute shall not be allowed in the building where any portion of the proceeding(s)/meeting(s) are taking place. Supporters may not harass/attempt to intimidate in any way, complainant(s), respondent(s), witnesses, mediator(s), Trial Board members, legal counsel or staff. The complainant(s) or respondent(s) are encouraged to control the behavior of any supporters.
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15. The Trial Board will follow the rules enumerated in the SEIU International Bylaws regarding member against member charges during the investigation and decision process in compliance with Article XVII.
a. The charged member shall be notified of the charges. b. The Trial Board shall set a hearing date and all affected members and
others directly involve with the case whose testimony is desired by the Trial Board, complainant(s), or respondent(s) shall be notified.
c. The hearing shall be held. i. Although the hearing is a relatively informal proceeding, all
complainant(s), respondent(s), and witnesses shall be asked to state that they will speak the truth regarding everything presented to the Trial Board.
ii. The complainant(s) will be asked to speak first and describe the nature of their complaint(s), what any witnesses will testify regarding, and what any further documentation will prove.
iii. The accused/respondent(s) will then be asked to respond to the complaint(s).
iv. Both parties may bring witnesses and/or supporting documentation to support their statements. The Trial Board may determine if they will hear any or all witnesses.
v. Both parties will have an opportunity to present rebuttal information. vi. The Trial Board will be able to ask questions at each step of the
hearing to clarify the facts around the complaint(s). vii. The Trial Board may also solicit additional information from other
union members or staff as part of their investigation of the charges. viii. The accused/respondent(s) “may select a member of his or her
Local Union . . . . to represent the accused/respondent(s) in the presentation of a defense.” The SEIU Local 521 Bylaws do not grant permission for the use of attorneys in such hearings.
16. Within 15 business days after the hearing, unless there is good cause for extending that date further out, the decision shall be rendered and affected parties notified in writing.
17. If the charges are not upheld by the Trial Board, the Executive Board shall be notified at their next scheduled meeting that the charges were not upheld and have been dismissed.
18. If the charges are upheld by the Trial Board, the applicable charge(s) and decision(s) along with any sanctions(s) shall be reported to the Executive Board at the next Executive Board meeting.
a. The decision document shall be in writing and signed by the Trial Board members. Staff assigned to the Executive Board shall file the original decision document with other documents related to the charge(s) in the Local’s official records.
b. Staff assigned to the Executive Board shall email the decision to the Local Officers, staff assigned to the Trial Board, and the Trial Board members.
c. The Officers shall review the decision(s) and/or sanction(s), determined by the Trial Board.
d. The Claimant(s) and the Respondent(s) shall be notified of the decision(s) and sanction(s).
e. The Executive Board shall be notified at their next Executive Board meeting, as noted in #17 or #18 above.
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19. If either the Complainant(s) or Respondent(s) do not agree with the decision of the Trial Board they may appeal to the International Executive Board within 15 days of issuance of the written decision by the Trial Committee. If they do not agree with the International Executive Board decision they may appeal to the International Convention. International Constitution and Bylaws Article XVII Section 6.
Motion: To approve the above REVISED process for handling member against member complaints and recommend that the Executive Board approve it at their September 27 & 28, 2014 Meeting. 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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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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