OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start...

63
OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting starts at 6:00pm. The first 15 minutes may be used for an open forum for members who wish to comment on issues of concern or describe union victories in their workplace (maximum of 2 minutes addressing items not on the agenda except under special circumstances). Meeting will start when all speakers are completed or at 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 – Confidential Lawsuit filed against the Local and a Staff issue. 3. 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 – October 28, 2014 - (pages 5-10) 2. Budget & Finance Committee Reports – January 21, 2015 - (pages 11-44) 3. Good & Welfare Committee Expenditures Report – January 2015 – none Any Requests for Assistance – please send them to both RoseAnn Dominguez 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 1 st Vice President Report - (none) 2. Education and Training Report - (none) 3. Organizing Report - pages 45-46) 4. Communications Report - (none) 5. IT Report - (pages 47-50) 6. Admin/Building Report - (none) 7. PAC/PAC Totals Report - (pages 51-52) 8. Trustee Report - (none) 9. Caucus Reports - (none) 10. Industry and Committee Reports Nurse Alliance Report - (none) 11. Correspondence - (none)

Transcript of OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start...

Page 1: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

OFFICERS’ MEETING AGENDA

January 27, 2015, Start Time: 6:00PM

Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting starts at 6:00pm. The

first 15 minutes may be used for an open forum for members who wish to comment on issues of concern or describe union victories in their workplace (maximum of 2 minutes addressing items not on the agenda except under special circumstances). Meeting will start when all speakers are completed or at 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 – Confidential Lawsuit filed against the Local and a

Staff issue. 3.

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 – October 28, 2014 - (pages 5-10) 2. Budget & Finance Committee Reports – January 21, 2015 - (pages 11-44) 3. Good & Welfare Committee Expenditures Report – January 2015 – none

Any Requests for Assistance – please send them to both RoseAnn Dominguez 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 45-46) 4. Communications Report - (none) 5. IT Report - (pages 47-50) 6. Admin/Building Report - (none) 7. PAC/PAC Totals Report - (pages 51-52) 8. Trustee Report - (none) 9. Caucus Reports - (none) 10. Industry and Committee Reports

� Nurse Alliance Report - (none) 11. Correspondence - (none)

Page 2: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Motion B – Political Consent Agenda – B/1 - (pages 53-56)

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. 2014 Expenses Charged to the Organizing Budget - $63,534.89 b. IHSS – Homecare Report c. International Executive Board Report d. 1115 Waiver Congressional Lobby visits in early December

e. Transformation Process Committee Report – (written or oral)

New Business

1. None 2.

Unfinished Business

1.

Informational Items

1. Arrests in support of San Mateo IHSS Contract on December 9, 2014 - (page 57-58) 2. California Budget - (page 59-60) 3. Biggest Strike Ever - (page 61-62)

Adjournment LB: kns SEIU 521 CTW/CLC

Page 3: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

LB:kns SEIU 521 CTW/CLC

SEIU Local 521 Officers’ Motion

* Motion Letter: A Date: January 27, 2015

Motion Title: Report Consent Agenda

The Following Reports have been placed on the REPORT CONSENT AGENDA for approval/confirmation without discussion. If you wish discussion pull the report from the REPORT CONSENT AGENDA – NO Motion is required to remove a report from the Report Consent Agenda.

Committee Reports Requiring Approval/Confirmation: (as noted below)

1. Approval of the Minutes for the Officers’ Meeting of October 28, 2014 - (pages 5-10)

2. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521 Treasurer

January 21, 2015 Meeting – 2015 Approved General Fund and Organizing Budgets - (page 11-16); 2014 Approved General Fund Budget - (page 17-20). The Committee reviewed the October and November, 2014 Financials - (page 21-38). The question asked was can we review more current financials. This discussion will be placed on the Agenda for the next Budget & Finance Meeting.

B&F Item 1 – Approved - the October and November 2014 Financials as presented - (page 39-40)

B&F Item 2 – Approved – SEIU Nurse Alliance 2015 Legislative Conference – up to $4,000 from Industries & Member Conferences - (page 41-42)

B&F Item 3 – Approved – SEJ 2015 Committee and Caucuses Budgets Received and Approved - (page 43-44)

3. Good and Welfare Committee Report – donations in January 2015 none. Please submit all Good & Welfare requests to both RoseAnn

Dominguez and Karen Summers.

* Motion A: To approve/confirm as presented ALL Reports on the Report

Consent Agenda EXCEPT those pulled and listed below which will be held for discussion:

3 of 63

Page 4: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

LB:kns SEIU 521 CTW/CLC

Follow Up:

Moved by:__________________________ __ Second :____________________________

Pulled:______________________________________________________________

Votes in Favor:____________ Votes Opposed:___________ Abstentions:_____________

Motion: Carries Fails: Tabled Until: Date:_________

Signatures

____________________________________________

4 of 63

Page 5: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Minutes October 28, 2014 – Officers’ Meeting Call to Order: by President Gwyn Harshaw at 6:15pm. Officers Roll Call in Attendance on Video Conference or Teleconference: Gwyn Harshaw President RoseAnn Dominguez Treasure Muriel Frederick Region 1 Vice Pres.

Matt Nathanson Region 2 Vice Pres Tonya York Region 6 Vice Pres Luisa Blue CEO

Officers Absent - Excused Karen Nakatani Secretary John Gutierrez First VP Alysia Bonner Region 4 Vice Pres Executive Board also in attendance on Video Conference or Teleconference: Laura Basua Fresno Jennifer Jensen Fresno Sergio Garcia Fresno

Via Cooper-Whigham Fresno Linda Krolnik phone

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 Pam Rodgers San Jose Local 521 Members in Attendance: none Open Forum for Member Presentations:. 1. Jeffery Smedberg: a member of Santa Cruz County and an Officer of the MBCLC is

retiring. May he continue to represent us on the CLC? Yes if he pays the $8.15 rate dues per month.

2. Since there was no video conference/only teleconference, Gwyn asked Matt to help her see those who wish to speak.

3. Tonya York gave a brief report of things she has done as Region 6 VP. These include: attending the 11th American Heart Association Heart/Stroke Meeting and was asked to be on the Multi-Cultural Leadership Committee, a Retirement Security for All meeting, a function October 22nd for Nora Campos, support for Homecare and San Mateo County bargaining.

4. Luisa Blue San Mateo County settled for 13% increase over 3 years; the ratification vote is next week. If bargaining for San Mateo Homecare does not improve by November 18th there will be a civil disobedience action. In 2015, Homecare bargaining goes Statewide and the San Mateo Homecare contract will be the stage for the Statewide contract. Luisa was in LA today at a 721 Rally for the LA City contract. There were 2500 people at a Community led action asking banks and the City Council to be accountable and have the banks pay back the excess interest charged on loans for the last several years.

5 of 63

Page 6: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

5. Muriel Frederick added that the Community must recognize the work we do providing services to the “Community”. This is where the Community will really help our workers.

Responses to Last Month’s Open Forum Issues: 1. None. Roll Call and Quorum Determination: A quorum of Officers was confirmed as present at 6:15pm.

Announcements: 1. There were no new Delegates or Trustees to be sworn into office. 2. There will be an Executive Session for the Officers after the meeting..

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 August 26, 2014, Officers’ Meeting 2. Budget & Finance Committee Report - RoseAnn Dominguez, Local 521

Treasurer from the October 15, 2014, meeting. The Committee reviewed the August 2014 financials. Questions were asked.

B&F Item 1 – Approved the August 2014 Finances presented. B&F Item 2 – Approved – Consultant Staff Support to the SEIU CA

Developmental Disabilities Council – to $5,000. B&F Item 3 – Approved – Prioritize a sustainable budget model for

Developmentally Disabled Services at the CA State Council for 2015. B&F Item 4 – Approved – Federal COLAs Increases for Head Start

Chapters – Should they Trigger a 521 Dues Percentage Increase. B&F Item 5 – Approval of the Report on Projected Employee

Healthcare Costs. B&F Item 6 – Approved – Continuation with Calibre CPA Group PLLC

and JayStar Group for our various Audit and Filing Needs. B&F Item 7 – Approved – Santa Clara IHSS Dues Overpayment. Discussion – First Draft of 2015 Budgets.

3. Concurrence of Officers’ Email Poll – Motion B – Political Consent Agenda Scheduled for the October 28, 2014 Officers’ Meeting – Motions B/1 – B/12. YES votes: John Gutierrez, RoseAnn Dominguez, Muriel Frederick, Matt Nathanson, Alysia Bonner, Tonya York; NO votes: none; abstaining: none.

4. The Good and Welfare Committee Report – donations for October. 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.

6 of 63

Page 7: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Written Reports & Correspondence Requiring no Action by the Officers

Officers’ Reports 1st Vice President Report – none.

Education and Training Report - none Organizing Report – in packet. Communications Report – none 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 Luisa reported for the Nurse Alliance that there have been emails and calls

the past two weeks on Ebola. They are getting out information to Healthcare personnel so that they know procedures. Governor Brown had a meeting with select individuals and CA State Health and Human Services Agency Secretary Diana S. Dooley was invited

Correspondence – none Political Consent Agenda Approval/Confirmation

All Political Motions were approved by Officer Email Poll prior to the meeting and concurred at the Officers’ meeting under Motion A above.

Motion B – Political Consent Agenda Approval/Confirmation Motion: To concur passage of the following Motions by an email poll of the Officers prior to the October 28, 2014 Officers’ Meeting: Motions B/1 - B/12. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A.

Motion B/1 – Recommend Endorsement and to Contribute to Jacqui Irwin for California State Assembly District 44 – Candidates Account $1,000 Motion: To endorse and contribute $1,000 from the Candidates Account to Jacqui Irwin, a candidate, for Assembly District 44. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/2 – Contribute to the Senator Kevin de Leon Campaign – Candidates Account $2,000. Motion: To contribute $2,000 from the Candidates Account to the Senator Kevin de Leon Campaign. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/3 – Contribute to Evan Low for California State Assembly District 28 – Candidates Account $1,000 Motion: To contribute $1,000 from the Candidates Account to Evan Low, a candidate, for Assembly District 28. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/4 – Contribute to Luis Chavez State Senate District 14 – Candidates Account $2,000

7 of 63

Page 8: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Motion: To contribute $2,000 to Luis Chavez for State Senate District 14 from the candidates account. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/5 – Contribute to Kansen Chu for California State Assembly District 25 – Candidates Account $1,000. Motion: To contribute $1,000 from the Candidates Account to Kansen Chu, a candidate, for CA State Assembly District 25. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/6 – Contribution from Candidates PAC for Tony Barrera for Salinas City Council - $500. Motion: To contribute $500 from the Candidate PAC to Tony Barrera for Salinas City Council. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/7 – Endorse Rick Meyer for Soquel Creek Water District Board Motion: To endorse Rick Meyer for Soquel Creek Water District Board Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/8 – Endorse Bruce Jaffe for Soquel Creek Water District Board Motion: To endorse Bruce Jaffe for Soquel Creek Water District Board. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/9 – Contribution from Independent Expenditure PAC - $5,000 to the Committee for a Safer Better Salinas - 2014 Motion: To contribute $5,000 from the Independent Expenditure PAC to the Committee for a Safer, Better Salinas – 2014, provided that funds are available to do so. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/10 – Confirm endorsements of James Hackett, Laura Basua and Mohammed Iqbal for FCERA Board in Fresno County. Member to Member support will be through the SEIU 521 General Fund Budget Motion: To confirm endorsement of James Hackett for FCERA Special Election, Laura Basua for FCERA General Election, and Mohammed (Jim) Iqbal FCERA Safety Seat. To produce 2 versions of a flyer promoting the above candidates for worksite distribution, 2 robo calls to promote the slate, and 2 letters mailed to all eligible voting members of SEIU 521 FCERA retirement system. Flyers, letters, and robo calls to be paid for from the SEIU 521 general fund. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A Motion B/11 – Contributions to Elect Blong Xiong - $10,000 from the Candidate PAC and $15,000 from the IE PAC Motion: To contribute $10,000 from SEIU Local 521 candidate account and $15,000 from SEIU Local 521 Independent Expenditures account to support the local wide priority race in Fresno County to elect Blong Xiong. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Motion B/12 – Contributions to Support Esmeralda Soria for Fresno City Council $2,500 IE PAC

8 of 63

Page 9: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Motion: To contribute $2,500 for a coordinated IE with Fresno Fire Fighters and Fresno Police Officers Association to support Esmeralda Soria for Fresno City Council. Passed by Officers’ Email Poll prior to the meeting; concurred under Motion A

Items Pulled from the Consent Agendas for Discussion and other oral reports - none President’s Report:

1. Gwyn reported that she and Matt have been serving as Management representatives on a Cost Containment Committee with representatives from staff and CWA. This is not a bargaining group, but instead a group of stakeholders working to come to a common understanding of the Local Budget. The last meeting Cesar Serrano gave a presentation of the current General Fund Budget. His feeling is that the Budget is done well. She also served on the Personnel Committee dealing with staff issues. Gwyn said that in September she had attending the 521 Convention. Luisa will ask Beth when the Book of Proceedings will be available. In October she attended the Grand Opening of the California State Fed Office in Sacramento. She was also involved in CWA Staff bargaining to get folks back to work. She attended the event by Kern Courts honoring Michelle Castro and the CARA Convention presentation. She also phone banked for the November Election.

Chief Elected Officer’s Report: Luisa Blue

Immigration: It is expected that after the November Elections President Obama will declare an Executive Order on Immigration. It is expected to include a path to citizenship and provisions for the “American Dream”. We may have 48 hours advance notice when this will happen. Priority is to keep the democratic majority in the Senate after the Election. Eliseo Medina’s 30 day Fast for Immigration Reform built a National platform for immigrant workers to associate together and create their website for questions regarding the Executive Order to be answered. In 2016 the immigrant workers will determine the outcome of the political elections. International SEIU Executive Board Committee Reports: The next International Executive Board Meeting will be in January. The Sub-committees are concluding their work and preparing their reports and recommendations for the January International Executive Board Meeting. Organizing Committee – It is believed that in the Public Sector – adjunct

professors and childcare are the groups where organizing will be focused. Leaders for Action and Justice –

1. Pilot trainings are coming – “Unleash Member Power” – this training has been done in the Local and on November 15th Fresno is doing this pilot training.

.

9 of 63

Page 10: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

1115 Waiver (Federal Funding): In the past Hospitals have been funded in one of two ways. The Private Hospitals have been funded by provider fees and the Public Hospitals/County Hospitals have been funded by the 1115 Waiver from the Federal Government. The Waiver is negotiated for 5 years. At this point the Private Hospitals want a piece of the 1115 Waiver. The 21 Locals need to speak with one voice in order to keep the funding for the Public/County Hospitals so services the Private Hospitals will not do will continue to be done for communities. Hospital Authority Bill in Kern County: The fact that this Bill passed is a feat in itself; much work went into the process and it drew Kern County Medical Center closer to SEIU Local 521. We did win recognition of Local 521 as the exclusive bargaining unit. Now we are “partners”. A contract needs to be negotiated as well as union rules and rights. Executive Board Meetings a void to Staff: For many years staff was not encouraged to attend Executive Board, Officers, or Budget & Finance Committee Meetings. This seems to be causing problems at this point. Several Officers spoke to being more transparent to staff about Executive Board internal workings and it was decided to Agenize a discussion to determine how the current Executive Board members feel about this practice of excluding staff (whether they are SEIU Local 521 members or not) from Executive Board, Officers and Budget & Finance Committee Meetings. The general feeling of the Officers is let staff know they are invited to the meetings. Not all of them all at once, but on a more casual time line. The Local would not pay for them to come, but they would be welcome to come if they wished.

New Business:

Motion C – Recommended Process for Replacement of Composite Executive Board Delegate Motion: Withdrawn by the maker. It was felt the motion overstepped the authority of the Officers and Executive Board

Unfinished Business:

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). – No update.

Adjournment: The meeting was adjourned at 7:30pm into Executive Session with final adjournment at 8:10pm.

LB: kns SEIU 521 CTW/CLC

10 of 63

Page 11: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 - 2015 General Fund Budget APPROVED

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

32

33

34

35

36

37

38

39

40

41

42

43

44

45

46

47

48

49

50

53

54

55

56

57

58

60

62

63

64

65

A B P W X

version 1.1 2014 - 12 months 2015 - 12 months NOTESBudget 2.2 Budget 1.1

Headcount TOTAL DUES RECEIPTS 30,439,600 30,878,626 52,941 OTHER INCOME

Interest & Dividends 3,600 1,515 SMIHSS Administrative Reimbursement - - Sublease Rent 67,000 75,259

B Misc. Income - SEIU Int'l subsidy - - A Misc. items spend from saving accounts

Total Misc. Income 70,600 76,773 TOTAL GENERAL FUND INCOME 30,510,200 30,955,399 GENERAL FUND EXPENSESORGANIZING OFFSET 4,025,172 4,199,761 SALARIES

5 Administrative 479,480 479,480 all positions filled6 Admin Support 459,143 414,562 all positions filled

14 Directors 1,234,802 1,255,641 all positions filled60 Internal Organizers/Research,CED,CESA,Pol 4,363,184 4,452,371 all positions filled20 Clerical 1,090,419 1,053,009 all positions filled2 Facilities 97,057 93,775 all positions filled6 Data Base 301,619 328,091 all positions filled

A Special project - pay by other funding - Temp. Internal Organizers/Research 75,000 75,000 Temp. Clerical/Support 20,000 20,000 Vacation Liability Cash Out 400,000 119,756 cash out only Total Salaries 8,520,705 8,291,685

113 PAYROLL RELATED EXPENSESPension 1,444,627 1,615,386 increase to 20% for 2015Payroll Taxes Expenses 963,085 969,232 Consultant - Trainer, NEG 30,000 Travel Staff-Admin 50,000 44,761 Travel Staff- Internal Organizers 120,000 189,440 membership driveMileage/Ins. Reimb.-Admin & Director 13,656 5,549 Mileage/Ins. Reimb.-Internal Organizers 135,641 163,257 membership driveTelephone Reimbursement 90,000 77,057

13 Retiree Health Exp 108,930 112,658 Retire Benefit Trust Fund 12 12 Benefits(Health, Dental, Vision,life,401K,Flex Plan matching)3,110,943 3,125,759 health benefit at new rate 2015Workers Comp Insurance 280,900 242,308 Recruiting exp 8,000 8,000 Total Payroll Related Expenses 6,355,792 6,553,419 Total Salaries & Payroll Expenses 14,876,497 14,845,104 MISCELLANEOUSAgency Fee/Assoc. Exp. 504,000 720,000 same as 2014Capital Fund Expense 12,000 12,000 same as 2014Admin exp share w. chapter 12,000 12,000 same as 2014Free Life insurance to members (SCR, MRY & BFL) 4,000 4,665 Retired Chapter Fund Reimbursement 14,465 Dodge Scholarship 15,000 15,000 same as 2014Computer Database UnionWare 82,175 73,841 Accounting Software Gp 12,000 12,000 same as 2014MRC - IHSS - 4 months only Total Miscellaneous 641,175 863,972

ARBITRATIONS & LEGALA Arbitrations Fees & legal fees - representation 150,000 191,814 increase

Retainer 258,000 258,000 same as 201452,941 Automatic Legal Defense Fund ($0.12 per member per month)81,575 76,235 same rate as 2014

Total Arbitrations & Legal 489,575 526,049

FACILITIES

1 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM

11 of 63

Page 12: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 - 2015 General Fund Budget APPROVED

1

2

A B P W X

version 1.1 2014 - 12 months 2015 - 12 months NOTESBudget 2.2 Budget 1.1

66

67

69

70

71

72

73

74

75

76

77

78

80

81

82

83

84

85

86

87

88

89

90

91

92

93

94

95

96

97

98

99

100

101

102

103

104

105

106

107

108

109

110

111

112

113

114

115

116

117

118

119

120

121

122

123

124

125

126

Rent-SJC 450,000 450,000 Rent-RWC 58,000 48,000 new lease at RWCRent-Santa Cruz, Watsonville & Hollister & parking 47,000 39,900 Rent-Visalia & Hanford 20,400 6,000 Utilities 165,000 186,116 increaseKitchen Sundries 50,000 48,260 sameGen. Liab. Ins. & Property Tax 170,000 163,885 sameBuilding Maintenance/Security/Janitorial 180,000 202,571 increase HVAC & building maint. Total Admin - Facilities 1,140,400 1,138,309

ADMINISTRATIVE - OFFICESAudit/Acct. Fees 110,000 110,000 Subscriptions 4,000 2,597 Office Sundries 70,000 90,524 Office Equipment Leases 192,000 177,514 Equipment Maintenance & Repair Contracts 70,095 59,220 Contributions 3,000 5,067 Research Material & Data 11,000 27,985 Miscellaneous, off set by ORG - Total Admin - Offices 460,095 472,907

COMMUNICATIONSPrinting 42,000 28,729 Paper 20,000 31,108 Website/Station/communication 20,000 20,284 Telephone & Internet & Tele conference 211,473 217,180 Postage 60,000 112,381 rate increse in 2014Professional Fees/Translations 5,000 3,372 Total Communications 358,473 413,055

CONFERENCES/MILEAGEStaff-Misc. Conf/Seminar 3,500 3,500 Exec. Board-Conferences & Training 30,000 30,000 Misc. Members-Reimbursed - Total Conferences/Mileage 33,500 33,500

STAFF MEETING & TRAININGStaff / Director Training 16,000 32,319 Staff - representation & political & communication 60,000 67,232 qtrly staff trainingClerical Staff 901 1,364 Executive Staff 1,200 1,200 Tuition Reim.-Internal Organizers 1,000 1,000 Tuition Reim.-OPEIU 2,000 2,000 Total Staff Training 81,101 105,115

EDUCATION & TRAINING Steward & Chief Steward & Leader Training 4,000 4,000 Executive Board 500 500 Education & Training Committee Meeting & Materials - Industry Training Events 5,000 5,000 Total Education & Training 9,500 9,500

0POLITICAL/SOCIAL INVOLVEMENT

43,305 Candidates, Issues, IE Account ($0.25 per member per month)123,657 129,915 Legal & Accounting 40,000 40,000 Committee Meetings 10,922 14,951 Conferences 1,000 1,993 Electoral Staff/ Activity 1,000 1,000 Polls & Surveys 1,000 1,000

2 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM

12 of 63

Page 13: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 - 2015 General Fund Budget APPROVED

1

2

A B P W X

version 1.1 2014 - 12 months 2015 - 12 months NOTESBudget 2.2 Budget 1.1

127

129

130

131

132

133

134

135

136

137

138

139

140

141

142

143

144

145

146

147

148

149

150

151

152

153

154

155

156

157

158

159

160

161

162

163

164

165

166

167

168

169

170

171

172

173

174

175

176

177

178

179

180

181

182

183

184

185

186

Special Printing 100 1,000 Total Political/Social Involvement 177,879 189,859

SOCIAL & ECONOMIC JUSTICECommittee Meetings 5,000 5,000 Conferences 350 350 Contributions/Solidarity 4,530 4,530 Caucus Activities 80,670 80,670 Total Social & Economic Justice 90,550 90,550 remain the same as 2014

MEMBER INVOLVEMENTMemorabilia/Give away Member Pride 30,000 30,000 same as 2014Awards/Recognition 1,000 1,000 Ex Board Reimbursement 2,000 2,000 Rally Rental & Bus 20,000 40,000 IHSS, Kern & SCCO NEG RallyMember Reimbursement/Lost time 2,500 5,000 Transportation & Vehicle Expenses 12,000 22,081 membership drive Total Member Involvement 67,500 100,081

NEGOTIATIONSPrinting Contracts - outside vendor 50,000 50,000 SCCO printed contractMeetings & Supplies 50,000 80,000 IHSS State wide, Kern & SCCOStrike Preparations 40,000 60,000 IHSS State wide, Kern & SCCOAutomatic Strike Fund Transfer - reduction to $1/mon 12 12 Total Negotiations 140,012 190,012 MEETINGS & EVENTSExecutive Board Meetings 30,000 13,153 Steward/Council meetings 3,002 3,077 521 Party & other events 1,000 1,000 2014-521 Convention/2015 INTL St. Louis 40,000 15,000 2015 INTL St Louis Convt.-10pOfficer Election-2015 - 100,000 officers electionIndustries & Members conference 25,000 10,000 Miscellaneous 1,000 Total Meetings & Events 100,002 142,231

REPRESENTATIVE DUES52,941 SEIU $7.65 ea 5,200,378 4,859,984 no change50,441 SEIU Unity Fund $5.00ea 3,029,220 3,026,460 no change

820 SEIU Retirees & ChildCare $1.00ea 8,952 9,844 no change52,941 SEIU/ State Council-$2.53ea 1,719,864 1,607,289 no change

600 Nurse Alliance $1.45ea 12,180 10,440 no change25,462 So Bay CLC Jun/11$0.63,Jul/12$0.65 174,166 198,604 no change3,458 SMCO CLC $0.60ea 24,559 24,898 no change5,780 Fresno CLC $0.45ea 32,076 31,212 no change8,323 Bakersfield CLC $0.50ea, est. increase 49,938 49,938 no change6,258 Monterey & Santa Cruz LC $0.55ea 41,032 41,303 no change

110 North Valley CLC 1,320 1,320 no change52,941 CA Labor Fed 25% X .70ea, pd old rate $0.47 16,452 14,929 no change

Building Trades-SMCO 3,600 3,600 no change Total Representative Dues 10,313,738 9,879,820

TOTAL EXPENSES 33,005,168 33,199,825

TOTAL INCOME LESS TOTAL EXPENSES (2,494,968) (2,244,426)

VOLUNTARY TRANSFERSBuilding Funds 48,000 48,000 Strike Fund - Total Transfers 48,000 48,000

3 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM

13 of 63

Page 14: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 - 2015 General Fund Budget APPROVED

1

2

A B P W X

version 1.1 2014 - 12 months 2015 - 12 months NOTESBudget 2.2 Budget 1.1

187 TOTAL INCOME LESS EXPENSES & TRANSFERS(2,542,968) (2,292,426)

4 of 4 N:\Finance\Budgets\2015\2015budget1.1 GF1.1 111814 1/26/2015 7:45 AM

14 of 63

Page 15: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 - External Org. Budget for year 2015 APPROVED

Version 1.1 Year 2015 NOTES

12 months Budget

Budget from SEIU Local 521 4,199,761

Expenses

Legal - Organizi 28,200

Arbitration - Organizing -

Lost Time - Organizing / Wavers 29,072

Salaries - Organizing (23+2) 1,819,356 all position filled

Workers Comp. Ins. - Org 63,677 all position filled

Payroll Tax Exp - Organ. 218,323 all position filled

401K Matchering 54,581 3% matching for 12 months

EMPLOYEE BENEFITS - Organizing 827,943 employer pay 100%

Pension Plan Exp - Organi. 363,871 20% for 12 months

Staff Recruiting Exp-Org. 10,000

Vacation Liability Cash Out - Org 34,988 all position filled=1/2 pay period

Training Exp - Org. 1,379

Mileage reimb exp - Organizing 12,473

Vehicle Expenses 33,523

RENT EXPENSES - Organizing -

Telephone Expenses - Organizing 10,001

Utilities Expenses -

Office Supplies & Other Allocation - Organiz 4,280

Printing Expenses - Organizing 1,211

Postage Expenses - Organizing -

PT Organizing -

Communication Cost Expenses -

Referral lead/DATA - Organizing -

Professional Fee Expenses 1,043

Translation Expenses - Organ -

Equipment Leasing Exp - Organi -

Equip. Maint. & Repair -Organi -

Building Maint. & Repair -Organi -

Computer Database Services -

Subscriptions - Organizing 180

Travel Expenses - ORGANIZING 231,291

Conference - Organizing -

Rally / Bus Rental-Organizing 133

Memorabilia / Give Away-Org 4,116

Meeting - Organizing 10,909

Donation - Organizing 1,600

SEIU Int'l share cost 507,324

Total Expenses 4,269,473

Net Income (69,711)

N:\Finance\Budgets\2015\2015budget1.1 ExtOrg1.1 1/26/2015 7:46 AM15 of 63

Page 16: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

16 of 63

Page 17: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

APPROVED SEIU Local 521 - General Fund Budget for year 2014

Version 2.2Confidential

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

49

50

A B P

version 2.2 2014 - 12 monthsBudget 2.2

Headcount TOTAL DUES RECEIPTS 30,439,600 56,649 OTHER INCOME

Interest & Dividends 3,600 SMIHSS Administrative Reimbursement - Sublease Rent 67,000

B Misc. Income - SEIU Int'l subsidy - A Misc. items spend from saving accounts

Total Misc. Income 70,600 TOTAL GENERAL FUND INCOME 30,510,200 GENERAL FUND EXPENSESORGANIZING OFFSET 4,025,172 SALARIES

5 Administrative 479,480 7 Admin Support 459,143

14 Directors 1,234,802 60 Internal Organizers/Research,CED,CESA,Pol 4,363,184 20 Clerical 1,090,419 2 Facilities 97,057 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 Total Salaries 8,520,705

113 PAYROLL RELATED EXPENSESPension 1,444,627 Payroll Taxes Expenses 963,085 Consultant - Trainer, NEG 30,000 Travel Staff-Admin 50,000 Travel Staff- Internal Organizers 120,000 Mileage/Ins. Reimb.-Admin & Director 13,656 Mileage/Ins. Reimb.-Internal Organizers 135,641 Telephone Reimbursement 90,000

12 Retiree Health Exp 108,930 Retire Benefit Trust Fund 12 Benefits(Health, Dental, Vision,life,401K,Flex Plan matching) 3,110,943 Workers Comp Insurance 280,900 Recruiting exp 8,000 Total Payroll Related Expenses 6,355,792

Total Salaries & Payroll Expenses 14,876,497

MISCELLANEOUS

Agency Fee/Assoc. Exp. 504,000 Capital Fund Expense 12,000 Admin exp share w. chapter 12,000 Free Life insurance to members (SCR, MRY & BFL) 4,000 Dodge Scholarship 15,000 Computer Database UnionWare 82,175

1 of 8 N:\Finance\Budgets\2014\2014budget2.2 2014Bdg2.2112013 1/26/2015 7:48 AM17 of 63

Page 18: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

APPROVED SEIU Local 521 - General Fund Budget for year 2014

Version 2.2Confidential

1

2

A B P

version 2.2 2014 - 12 monthsBudget 2.2

53

55

56

57

58

59

60

62

63

64

65

66

67

68

69

70

71

72

73

74

75

76

77

78

79

80

81

82

83

84

85

87

88

89

90

91

92

93

94

95

96

97

98

99

100

101

102

103

Accounting Software Gp 12,000 Total Miscellaneous 641,175

ARBITRATIONS & LEGALA Arbitrations Fees & legal fees - representation 150,000

Arbitrations Fees & legal fees - Retainer 258,000

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 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 Misc. Members-Reimbursed - Total Conferences/Mileage 33,500

2 of 8 N:\Finance\Budgets\2014\2014budget2.2 2014Bdg2.2112013 1/26/2015 7:48 AM18 of 63

Page 19: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

APPROVED SEIU Local 521 - General Fund Budget for year 2014

Version 2.2Confidential

1

2

A B P

version 2.2 2014 - 12 monthsBudget 2.2

104

105

106

107

108

109

110

111

112

113

114

115

117

118

119

120

121

122

123

124

125

126

127

128

129

130

131

132

133

134

135

136

137

138

139

140

141

142

143

144

145

146

147

148

149

150

151

152

STAFF MEETING & TRAININGStaff / Director Training 16,000 Staff - representation & political & communication 60,000 Clerical Staff 901 Executive Staff 1,200 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

41219Candidates, Issues, IE Account ($0.25 per member per month)123,657 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

MEMBER INVOLVEMENTMemorabilia/Give away Member Pride 30,000 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 Meetings & Supplies 50,000 Strike Preparations 40,000 Automatic Strike Fund Transfer - reduction to $1/mon 12 Total Negotiations 140,012

3 of 8 N:\Finance\Budgets\2014\2014budget2.2 2014Bdg2.2112013 1/26/2015 7:48 AM19 of 63

Page 20: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

APPROVED SEIU Local 521 - General Fund Budget for year 2014

Version 2.2Confidential

1

2

A B P

version 2.2 2014 - 12 monthsBudget 2.2

153

154

155

156

157

158

159

160

161

162

163

164

165

166

167

168

169

170

171

172

173

174

175

176

177

178

179

180

181

182

183

184

185

186

187

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 Miscellaneous 1,000 Total Meetings & Events 100,002

REPRESENTATIVE DUES56,649 SEIU $7.65 ea 5,200,378 50,487 SEIU Unity Fund $5.00ea 3,029,220

746 SEIU Retirees & ChildCare $1.00ea 8,952 56,649 SEIU/ State Council-$2.53ea 1,719,864

700 Nurse Alliance $1.45ea 12,180 22,329 So Bay CLC Jun/11$0.63,Jul/12$0.65 174,166 3,411 SMCO CLC $0.60ea 24,559 5,940 Fresno CLC $0.45ea 32,076 8,323 Bakersfield CLC $0.50ea, est. increase 49,938 6,217 Monterey & Santa Cruz LC $0.55ea 41,032

110 North Valley CLC 1,320 56,013 CA Labor Fed 25% X .70ea, pd old rate $0.47 16,452

Building Trades-SMCO 3,600 Total Representative Dues 10,313,738

TOTAL EXPENSES 33,005,168

TOTAL INCOME LESS TOTAL EXPENSES (2,494,968)

VOLUNTARY TRANSFERSBuilding Funds 48,000 Strike Fund - Total Transfers 48,000 TOTAL INCOME LESS EXPENSES & TRANSFERS(2,542,968)

4 of 8 N:\Finance\Budgets\2014\2014budget2.2 2014Bdg2.2112013 1/26/2015 7:48 AM20 of 63

Page 21: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU

Loc

al 5

21

Ban

k B

alan

ce o

n S

avin

g an

d I

nvest

ment

acc

ount

s

as o

f N

ovem

ber

30

th, 2

014

DO

CU

ME

NT

# 1

DIS

CR

ET

ION

AR

Y S

AV

ING

S

ITE

MS

GL

#A

CC

OU

NT

NA

ME

Ban

k

EN

DIN

G

BA

LA

NC

E a

s of

10

/31/

2014

+

/- r

easo

n

EN

DIN

G

BA

LA

NC

E a

s of

11

/30/

2014

110

05C

ON

TIN

GE

NC

Y F

UN

D

Ban

k of

The

Wes

t #18

986

50,0

88.7

5

50

,088

.75

210

06ST

RIK

E F

UN

D

Ban

k of

The

Wes

t #18

978

58,6

76.9

0

59

,352

.98

310

06ST

RIK

E F

UN

D

Ban

k of

The

Wes

t - T

- B

ill M

atur

es 1

0/16

/201

480

0,00

0.00

80

0,00

0.00

410

06ST

RIK

E F

UN

DB

ank

of T

he W

est -

T-

Bill

Mat

ures

11/

21/1

470

0,00

0.00

70

0,00

0.00

510

16L

EG

AL

DE

FEN

SE F

UN

DB

ank

of T

he W

est #

286

9189

,509

.11

Acc

rued

$0.

12 p

er m

onth

per

mem

ber

96,3

07.1

1

610

16L

EG

AL

DE

FEN

SE F

UN

DB

ank

of T

he W

est -

T-

Bill

Mat

ures

11/

21/1

450

0,00

0.00

50

0,00

0.00

710

17G

OO

D &

WE

LFA

RE

FU

ND

Ban

k of

The

Wes

t #28

758

3,88

2.15

3,88

2.15

810

17G

OO

D &

WE

LFA

RE

FU

ND

Ban

k of

The

Wes

t - T

- B

ill M

atur

es 8

/21/

1465

,000

.00

65,0

00.0

0

910

18C

API

TA

L F

UN

DB

ank

of T

he W

est #

286

6782

,399

.93

Acc

rued

$1,

000

per

mon

th

83,3

99.9

3

1010

19B

UIL

DIN

G F

UN

DB

ank

of T

he W

est #

287

3356

,140

.33

Acc

$4k

per

mon

, 45

,225

.33

1110

11A

ccur

ed V

acat

ion

from

EO

to IO

Ban

k of

The

Wes

t #18

820

150,

330.

32

Vac

atio

n ba

nk tr

ansf

er b

etw

een

EO

and

IO15

0,33

0.32

Tot

al r

eser

ve2,

556,

027.

49$

2,

553,

586.

57$

PO

LIT

ICA

L -

PA

C m

oney

12PA

C -

Can

dida

tes

US

Ban

k -

Ols

on47

,719

.50

Ols

on S

tate

men

t Rec

onci

led

as o

f 11

/30/

2014

58,2

90.5

0

13PA

C -

Issu

esU

S B

ank

- O

lson

(2,7

95.5

1)

O

lson

Sta

tem

ent R

econ

cile

d as

of

11/3

0/20

14(2

,837

.12)

14PA

C -

Inde

pend

ent E

xpen

ditu

reU

S B

ank

- O

lson

30,0

92.9

3

O

lson

Sta

tem

ent R

econ

cile

d as

of

11/3

0/20

1430

,092

.93

75,0

16.9

2$

85

,546

.31

$

MA

ND

AT

OR

Y S

AV

ING

S

1510

02O

RG

AN

IZIN

G F

UN

DB

ank

of T

he W

est #

1889

558

6,13

9.94

58

6,13

9.94

1610

02O

RG

AN

IZIN

G F

UN

DB

ank

of T

he W

est -

T-

Bill

Mat

ures

8/2

8/20

14

3,00

0,00

0.00

3,00

0,00

0.00

1710

02O

RG

AN

IZIN

G F

UN

DM

onte

rey

Cou

nty

Em

ploy

ee C

redi

t Uni

on20

3,36

0.33

C

D w

ith

cred

it u

nion

203,

360.

33

1810

02O

RG

AN

IZIN

G F

UN

D A

cc V

acB

ank

of T

he W

est #

3382

334

1,97

0.64

A

ccur

ed ti

me

off

- ad

just

mon

thly

to a

cuta

l acc

ural

341,

970.

64

1910

03A

GE

NC

Y F

EE

Ban

k of

The

Wes

t #18

960

372,

572.

49

$60

,000

acc

rual

mon

thly

43

2,57

2.49

2010

03A

GE

NC

Y F

EE

Ban

k of

The

Wes

t - T

- B

ill M

atur

es 1

2/26

/201

431

0,00

0.00

31

0,00

0.00

4,81

4,04

3.40

$

4,87

4,04

3.40

$

Unf

unde

d R

eser

ve a

nd L

iabi

litie

s

2121

50-1

0R

ET

IRE

E B

EN

EFI

T T

RU

STU

nfun

ded

Res

erve

546.

00

+ $

1 / m

onth

547.

00

2221

50-1

1C

LA

RE

NC

E D

OD

GE

SC

HO

LA

RSH

IPU

nfun

ded

Res

erve

22,1

31.0

4

+

$12

50 /

mon

,23

,381

.04

2324

00-0

0A

ccur

ed V

acat

ion

for

Gen

eral

Fun

dL

iabi

litie

s2,

205,

796.

62

ad

just

mon

thly

to a

ctua

l acc

ural

2,23

7,14

7.77

2,22

8,47

3.66

$

2,26

1,07

5.81

$

N:\F

inan

ce\M

onth

end\

2014

\bA

NK

BA

LBO

AR

D20

14 1

114

1/6/

2015

5:1

8 P

M

21 of 63

Page 22: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU

Loc

al 5

21

Ban

k B

alan

ce o

n S

avin

g an

d I

nvest

ment

acc

ount

s

as o

f O

ctob

er

31s

t, 2

014

DO

CU

ME

NT

# 1

DIS

CR

ET

ION

AR

Y S

AV

ING

S

ITE

MS

GL

#A

CC

OU

NT

NA

ME

Ban

k

EN

DIN

G

BA

LA

NC

E a

s of

9/

30/2

014

+/-

rea

son

EN

DIN

G

BA

LA

NC

E a

s of

10

/31/

2014

110

05C

ON

TIN

GE

NC

Y F

UN

D

Ban

k of

The

Wes

t #18

986

50,0

88.7

5

50

,088

.75

210

06ST

RIK

E F

UN

D

Ban

k of

The

Wes

t #18

978

57,7

96.9

0

58

,676

.90

310

06ST

RIK

E F

UN

D

Ban

k of

The

Wes

t - T

- B

ill M

atur

es 1

0/16

/201

480

0,00

0.00

80

0,00

0.00

410

06ST

RIK

E F

UN

DB

ank

of T

he W

est -

T-

Bill

Mat

ures

11/

21/1

470

0,00

0.00

70

0,00

0.00

510

16L

EG

AL

DE

FEN

SE F

UN

DB

ank

of T

he W

est #

286

9182

,711

.00

Acc

rued

$0.

12 p

er m

onth

per

mem

ber

89,5

09.1

1

610

16L

EG

AL

DE

FEN

SE F

UN

DB

ank

of T

he W

est -

T-

Bill

Mat

ures

11/

21/1

450

0,00

0.00

50

0,00

0.00

710

17G

OO

D &

WE

LFA

RE

FU

ND

Ban

k of

The

Wes

t #28

758

3,88

2.15

3,88

2.15

810

17G

OO

D &

WE

LFA

RE

FU

ND

Ban

k of

The

Wes

t - T

- B

ill M

atur

es 8

/21/

1465

,000

.00

65,0

00.0

0

910

18C

API

TA

L F

UN

DB

ank

of T

he W

est #

286

6781

,399

.00

Acc

rued

$1,

000

per

mon

th

82,3

99.9

3

1010

19B

UIL

DIN

G F

UN

DB

ank

of T

he W

est #

287

3333

,225

.00

Acc

$4k

per

mon

, 56

,140

.33

1110

11A

ccur

ed V

acat

ion

from

EO

to IO

Ban

k of

The

Wes

t #18

820

150,

330.

32

Vac

atio

n ba

nk tr

ansf

er b

etw

een

EO

and

IO15

0,33

0.32

Tot

al r

eser

ve2,

524,

433.

12$

2,

556,

027.

49$

PO

LIT

ICA

L -

PA

C m

oney

12PA

C -

Can

dida

tes

US

Ban

k -

Ols

on54

,443

.25

Ols

on S

tate

men

t Rec

onci

led

as o

f 10

/31/

2014

47,7

19.5

0

13PA

C -

Issu

esU

S B

ank

- O

lson

(2,7

95.5

1)

O

lson

Sta

tem

ent R

econ

cile

d as

of

10/3

1/20

14(2

,795

.51)

14PA

C -

Inde

pend

ent E

xpen

ditu

reU

S B

ank

- O

lson

52,5

92.9

3

O

lson

Sta

tem

ent R

econ

cile

d as

of

10/3

1/20

1430

,092

.93

104,

240.

67$

75,0

16.9

2$

MA

ND

AT

OR

Y S

AV

ING

S

1510

02O

RG

AN

IZIN

G F

UN

DB

ank

of T

he W

est #

1889

539

7,87

5.00

58

6,13

9.94

1610

02O

RG

AN

IZIN

G F

UN

DB

ank

of T

he W

est -

T-

Bill

Mat

ures

8/2

8/20

14

3,00

0,00

0.00

3,00

0,00

0.00

1710

02O

RG

AN

IZIN

G F

UN

DM

onte

rey

Cou

nty

Em

ploy

ee C

redi

t Uni

on20

3,25

7.86

C

D w

ith

cred

it u

nion

203,

360.

33

1810

02O

RG

AN

IZIN

G F

UN

D A

cc V

acB

ank

of T

he W

est #

3382

334

2,75

8.37

A

ccur

ed ti

me

off

- ad

just

mon

thly

to a

cuta

l acc

ural

341,

970.

64

1910

03A

GE

NC

Y F

EE

Ban

k of

The

Wes

t #18

960

312,

572.

49

$60

,000

acc

rual

mon

thly

37

2,57

2.49

2010

03A

GE

NC

Y F

EE

Ban

k of

The

Wes

t - T

- B

ill M

atur

es 1

2/26

/201

431

0,00

0.00

31

0,00

0.00

4,56

6,46

3.72

$

4,81

4,04

3.40

$

Unf

unde

d R

eser

ve a

nd L

iabi

litie

s

2121

50-1

0R

ET

IRE

E B

EN

EFI

T T

RU

STU

nfun

ded

Res

erve

545.

00

+ $

1 / m

onth

546.

00

2221

50-1

1C

LA

RE

NC

E D

OD

GE

SC

HO

LA

RSH

IPU

nfun

ded

Res

erve

20,8

81.0

4

+

$12

50 /

mon

,22

,131

.04

2324

00-0

0A

ccur

ed V

acat

ion

for

Gen

eral

Fun

dL

iabi

litie

s2,

214,

677.

41

ad

just

mon

thly

to a

ctua

l acc

ural

2,20

5,79

6.62

2,23

6,10

3.45

$

2,22

8,47

3.66

$

N:\F

inan

ce\M

onth

end\

2014

\bA

NK

BA

LBO

AR

D20

14 1

014

1/6/

2015

4:5

6 P

M

22 of 63

Page 23: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

DO

C #

2

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

MN

OP

QR

Ja

nJa

nJa

nJa

nF

eb

Fe

bF

eb

Fe

bM

ar

Ma

rM

ar

Ma

rA

pr

Ap

rA

pr

Ap

rM

ay

Ma

yM

ay

Ma

yJu

nJu

nJu

nJu

nJu

lJu

lJu

lJu

lA

ug

Au

gA

ug

Au

gS

ep

Se

pS

ep

Se

pO

ct

Oct

Oct

Oct

No

tes

No

tes

No

tes

No

tes

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

TO

TA

L D

UE

S R

EC

EIP

TS

TO

TA

L D

UE

S R

EC

EIP

TS

TO

TA

L D

UE

S R

EC

EIP

TS

TO

TA

L D

UE

S R

EC

EIP

TS

$2

,46

7,4

15

$2

,46

7,4

15

$2

,46

7,4

15

$2

,46

7,4

15

$2

,80

9,6

05

$2

,80

9,6

05

$2

,80

9,6

05

$2

,80

9,6

05

$2

,44

8,6

21

$2

,44

8,6

21

$2

,44

8,6

21

$2

,44

8,6

21

$2

,70

1,9

57

$2

,70

1,9

57

$2

,70

1,9

57

$2

,70

1,9

57

$2

,76

3,4

47

$2

,76

3,4

47

$2

,76

3,4

47

$2

,76

3,4

47

$2

,58

6,7

84

$2

,58

6,7

84

$2

,58

6,7

84

$2

,58

6,7

84

$2

,36

9,7

85

$2

,36

9,7

85

$2

,36

9,7

85

$2

,36

9,7

85

$2

,71

7,7

66

$2

,71

7,7

66

$2

,71

7,7

66

$2

,71

7,7

66

$2

,52

5,7

53

$2

,52

5,7

53

$2

,52

5,7

53

$2

,52

5,7

53

$2

,73

5,0

05

$2

,73

5,0

05

$2

,73

5,0

05

$2

,73

5,0

05

$2

,53

6,7

10

$2

,53

6,7

10

$2

,53

6,7

10

$2

,53

6,7

10

$2

,43

5,0

31

$2

,43

5,0

31

$2

,43

5,0

31

$2

,43

5,0

31

($1

01

,67

9)

($1

01

,67

9)

($1

01

,67

9)

($1

01

,67

9)

$2

7,9

03

,80

5$

27

,90

3,8

05

$2

7,9

03

,80

5$

27

,90

3,8

05

$2

8,5

61

,17

0$

28

,56

1,1

70

$2

8,5

61

,17

0$

28

,56

1,1

70

$6

57

,36

5$

65

7,3

65

$6

57

,36

5$

65

7,3

65

OT

HE

R I

NC

OM

EO

TH

ER

IN

CO

ME

OT

HE

R I

NC

OM

EO

TH

ER

IN

CO

ME

Inte

rest

& D

ivid

en

ds

21

0

24

9

16

1

28

3

70

(34

)

16

2

35

-

16

63

00

1,5

71

1,2

71

3,3

00

2,8

73

(42

7)

inte

rest

rat

e is

ver

y lo

wS

ub

lea

se R

en

t7

,39

6

6,1

55

8,8

72

7,6

05

7,7

35

7,7

35

7,8

07

7,8

07

7,9

32

6,6

56

5,5

83

7,9

23

2,3

40

61

,41

78

3,6

23

22

,20

6

Mis

c. I

nco

me

- S

EIU

In

t'l S

ub

sid

y(9

,99

8)

32

,93

1

16

,66

7

41

,75

1

10

4,2

54

97

,27

9

36

,51

4

67

,16

5-

-

-

(1,9

00

)

(1

,90

0)

-

3

84

,66

3

3

84

,66

3

IHS

S s

uple

men

t fro

m I

NT

LT

OT

AL

OT

HE

R I

NC

OM

ET

OT

AL

OT

HE

R I

NC

OM

ET

OT

AL

OT

HE

R I

NC

OM

ET

OT

AL

OT

HE

R I

NC

OM

E(2

,39

2)

(2,3

92

)(2

,39

2)

(2,3

92

)

39

,33

53

9,3

35

39

,33

53

9,3

35

25

,70

02

5,7

00

25

,70

02

5,7

00

49

,63

94

9,6

39

49

,63

94

9,6

39

11

2,0

59

11

2,0

59

11

2,0

59

11

2,0

59

10

4,9

80

10

4,9

80

10

4,9

80

10

4,9

80

44

,48

34

4,4

83

44

,48

34

4,4

83

75

,00

77

5,0

07

75

,00

77

5,0

07

7,9

32

7,9

32

7,9

32

7,9

32

6,8

22

6,8

22

6,8

22

6,8

22

5,8

83

5,8

83

5,8

83

5,8

83

7,5

94

7,5

94

7,5

94

7,5

94

1,7

11

1,7

11

1,7

11

1,7

11

6

4,7

17

64

,71

76

4,7

17

64

,71

7

47

1,1

59

47

1,1

59

47

1,1

59

47

1,1

59

4

06

,44

24

06

,44

24

06

,44

24

06

,44

2

TO

TA

L G

EN

ER

AL

FU

ND

IN

CO

ME

TO

TA

L G

EN

ER

AL

FU

ND

IN

CO

ME

TO

TA

L G

EN

ER

AL

FU

ND

IN

CO

ME

TO

TA

L G

EN

ER

AL

FU

ND

IN

CO

ME

2,4

65

,02

32

,46

5,0

23

2,4

65

,02

32

,46

5,0

23

2,8

48

,94

02

,84

8,9

40

2,8

48

,94

02

,84

8,9

40

2,4

74

,32

12

,47

4,3

21

2,4

74

,32

12

,47

4,3

21

2,7

51

,59

62

,75

1,5

96

2,7

51

,59

62

,75

1,5

96

2,8

75

,50

62

,87

5,5

06

2,8

75

,50

62

,87

5,5

06

2,6

91

,76

42

,69

1,7

64

2,6

91

,76

42

,69

1,7

64

2,4

14

,26

82

,41

4,2

68

2,4

14

,26

82

,41

4,2

68

2,7

92

,77

32

,79

2,7

73

2,7

92

,77

32

,79

2,7

73

2,5

33

,68

52

,53

3,6

85

2,5

33

,68

52

,53

3,6

85

2,7

41

,82

72

,74

1,8

27

2,7

41

,82

72

,74

1,8

27

2,5

42

,59

32

,54

2,5

93

2,5

42

,59

32

,54

2,5

93

2,4

42

,62

52

,44

2,6

25

2,4

42

,62

52

,44

2,6

25

(99

,96

8)

(99

,96

8)

(99

,96

8)

(99

,96

8)

27

,96

8,5

22

27

,96

8,5

22

27

,96

8,5

22

27

,96

8,5

22

29

,03

2,3

29

29

,03

2,3

29

29

,03

2,3

29

29

,03

2,3

29

1,0

63

,80

71

,06

3,8

07

1,0

63

,80

71

,06

3,8

07

GE

NE

RA

L F

UN

D E

XP

EN

SE

SG

EN

ER

AL

FU

ND

EX

PE

NS

ES

GE

NE

RA

L F

UN

D E

XP

EN

SE

SG

EN

ER

AL

FU

ND

EX

PE

NS

ES

OR

GA

NIZ

ING

OF

FS

ET

OR

GA

NIZ

ING

OF

FS

ET

OR

GA

NIZ

ING

OF

FS

ET

OR

GA

NIZ

ING

OF

FS

ET

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

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

- ---

3,6

89

,74

13

,68

9,7

41

3,6

89

,74

13

,68

9,7

41

3,6

89

,74

13

,68

9,7

41

3,6

89

,74

13

,68

9,7

41

- ---

SA

LA

RIE

SS

AL

AR

IES

SA

LA

RIE

SS

AL

AR

IES

Ad

min

istr

ativ

e2

9,7

74

29

,45

4

29

,45

4

29

,45

4

44

,18

1

29

,45

4

29

,45

4

29

,45

42

9,4

54

44

,18

13

6,8

83

29

,45

4

7

,42

9

44

2,5

97

35

3,7

68

88

,82

9

A

R u

nfill

edA

dm

in S

up

po

rt3

2,3

21

31

,38

1

31

,38

1

32

,65

2

47

,39

7

31

,61

4

31

,62

2

31

,63

23

1,6

27

47

,39

73

5,3

19

31

,61

4

3

,70

5

42

3,8

25

38

0,6

38

43

,18

7

Dir

ect

ors

97

,17

4

88

,74

6

88

,74

6

89

,64

4

13

2,5

30

88

,46

4

88

,46

4

88

,57

78

8,7

46

13

3,3

20

94

,98

5

8

9,5

53

5,4

32

1

,13

9,8

17

1

,07

3,9

64

65

,85

3

Inte

rna

l Org

an

ize

rs/R

ese

arc

h3

18

,21

2

31

1,8

64

29

8,0

18

31

2,9

73

44

3,0

25

30

7,4

16

30

4,9

79

30

7,1

61

31

6,7

59

46

4,7

83

33

5,6

30

3

16

,61

2

19

,01

8

4

,02

7,5

55

3

,70

1,8

02

32

5,7

53

v

acan

t pos

ition

sC

leri

cal

75

,03

9

74

,75

6

77

,94

0

80

,16

5

12

3,8

21

81

,30

9

81

,76

7

79

,67

87

7,8

71

11

7,8

84

83

,87

8

7

7,0

42

6,8

36

1

,00

6,5

41

9

47

,27

25

9,2

69

Fa

cilit

ies

7,3

73

7,2

13

7,2

14

7,2

13

10

,82

0

7,2

13

7,2

13

7,8

86

7,2

13

10

,85

47

,46

6

7,3

14

1

52

89

,59

2

87

,52

62

,06

6

Da

ta B

ase

Se

rvic

es

22

,46

0

22

,31

8

21

,15

0

20

,70

4

32

,82

9

22

,57

3

22

,27

2

22

,52

12

2,9

45

36

,26

92

3,2

01

25

,02

2

(1

,82

1)

27

8,4

18

27

1,0

63

7,3

55

Te

mp

. In

tern

al O

rga

niz

ers

/Re

sea

rch

2,9

29

5,6

95

9,7

18

13

,85

2

89

,82

1

17

6,9

58

90

3

27

1-

10

46

,25

0

-

6,2

50

6

8,7

50

3

00

,25

1(2

31

,50

1)

cont

ract

ors

on N

EG

& I

HS

S B

lize

Te

mp

. C

leri

cal/S

up

po

rt8

,72

8

10

,67

5

6,2

54

4,4

26

4,5

18

5,2

07

5,1

48

4,2

40

1,6

96

1,0

60

1,6

67

-

1

,66

7

18

,33

3

51

,95

2(3

3,6

19

)

tem

p on

1 v

acan

t pos

ition

Va

catio

n &

Co

mp

Tim

e

21

,65

8

6,7

88

89

7

7,7

21

10

,27

2

8,5

23

5,9

41

15

,98

21

2,0

35

20

,94

43

3,3

33

-

33

,33

3

3

66

,66

7

1

10

,76

12

55

,90

6

actu

al c

ash

out

TO

TA

L S

AL

AR

IES

TO

TA

L S

AL

AR

IES

TO

TA

L S

AL

AR

IES

TO

TA

L S

AL

AR

IES

61

5,6

68

61

5,6

68

61

5,6

68

61

5,6

68

58

8,8

90

58

8,8

90

58

8,8

90

58

8,8

90

57

0,7

72

57

0,7

72

57

0,7

72

57

0,7

72

59

8,8

04

59

8,8

04

59

8,8

04

59

8,8

04

93

9,2

14

93

9,2

14

93

9,2

14

93

9,2

14

75

8,7

31

75

8,7

31

75

8,7

31

75

8,7

31

57

7,7

63

57

7,7

63

57

7,7

63

57

7,7

63

58

7,4

02

58

7,4

02

58

7,4

02

58

7,4

02

58

8,3

46

58

8,3

46

58

8,3

46

58

8,3

46

87

6,7

96

87

6,7

96

87

6,7

96

87

6,7

96

65

8,6

12

65

8,6

12

65

8,6

12

65

8,6

12

57

6,6

11

57

6,6

11

57

6,6

11

57

6,6

11

82

,00

18

2,0

01

82

,00

18

2,0

01

7

,86

2,0

95

7,8

62

,09

57

,86

2,0

95

7,8

62

,09

5

7

,27

8,9

97

7,2

78

,99

77

,27

8,9

97

7,2

78

,99

7

5

83

,09

85

83

,09

85

83

,09

85

83

,09

8

PA

YR

OL

L R

EL

AT

ED

PA

YR

OL

L R

EL

AT

ED

PA

YR

OL

L R

EL

AT

ED

PA

YR

OL

L R

EL

AT

ED

Pe

nsi

on

10

3,0

35

10

1,7

36

99

,72

9

10

1,1

19

14

7,5

05

10

0,7

29

10

0,3

06

10

0,5

47

10

2,6

29

15

1,0

23

11

1,1

25

1

02

,44

5

8,6

80

1

,33

3,5

02

1

,21

0,8

03

12

2,6

99

un

fille

d po

sitio

nsP

ayr

oll

Ta

xes

93

,02

0

64

,25

6

43

,06

5

47

,42

5

65

,47

3

45

,31

4

44

,74

7

44

,70

24

5,8

05

68

,33

67

4,0

83

44

,91

9

2

9,1

64

88

9,0

01

60

7,0

62

28

1,9

39

un

fille

d po

sitio

nsT

rave

l Sta

ff -

Ad

min

2,7

55

2,3

22

1,9

25

2,8

88

3,4

92

7,2

92

3,8

82

4,6

39

4,3

76

3,4

43

4,1

67

5

,19

2

(1,0

25

)

4

5,8

33

4

2,2

06

3,6

27

Tra

vel S

taff

- I

nte

rna

l Org

an

ize

rs4

,64

3

8,1

31

8,1

86

20

,00

7

15

,60

1

21

,31

4

40

,52

8

10

,63

71

3,0

33

6,9

93

10

,00

0

2

1,5

41

(11

,54

1)

1

10

,00

0

1

70

,61

4(6

0,6

14

)

IHS

S B

lize

Mile

ag

e/I

ns.

Re

imb

.-A

dm

in &

Dir

ect

or

22

5

22

5

31

6

38

4

46

3

67

5

56

3

95

93

52

58

51

,13

8

25

4

8

84

12

,51

8

5,0

01

7,5

17

Mile

ag

e/I

ns.

Re

imb

.-In

tern

al O

rga

niz

ers

12

,03

8

9,7

28

13

,10

1

17

,33

9

12

,22

3

19

,04

8

12

,57

1

11

,38

21

5,0

13

16

,43

61

1,3

03

10

,72

9

5

74

12

4,3

37

14

9,6

08

(25

,27

1)

IRS

rat

e in

crea

se in

201

4 &

IH

SS

B

lize

Te

lep

ho

ne

Re

imb

urs

em

en

t 8

,71

8

4,5

01

6,1

15

7,0

02

4,2

67

8,2

49

4,6

83

8,4

20

5,8

38

7,2

50

7,5

00

5

,40

7

2,0

93

8

2,5

00

7

0,4

50

12

,05

0

Re

tire

e H

ea

lth8

,62

8

8,7

77

8,2

35

10

,78

3

9,4

11

9,7

44

5,2

55

8,6

77

8,3

49

8,5

52

9,0

77

8

,43

6

64

1

9

9,8

52

9

4,8

47

5,0

05

Re

tire

Be

ne

fit T

rust

Fu

nd

1

1

1

1

1

1

1

11

11

1

-

1

1

11

-

Be

ne

fits

(He

alth

,De

nta

l,Vis

ion

,Life

,40

1K

,Fle

x P

lan

)2

18

,76

4

24

0,2

70

22

4,8

70

23

2,2

67

23

5,5

69

21

9,8

31

21

9,7

32

22

4,5

42

22

4,8

97

24

2,1

36

25

9,2

45

2

28

,67

1

30

,57

4

2

,85

1,6

98

2

,51

1,5

49

34

0,1

49

un

fille

d po

sitio

nsW

ork

ers

Co

mp

In

sura

nce

19

,40

0

18

,49

5

30

,79

6

20

,02

8

19

,56

1

19

,56

1

19

,56

1

19

,56

11

4,7

27

14

,72

72

1,6

08

14

,72

7

6

,88

1

25

9,2

92

21

1,1

44

48

,14

8

ra

te in

crea

sed

Re

cru

itin

g

99

17

1

25

5

54

7

43

6

12

0

60

5

39

61

,13

7

67

66

7

1

73

49

4

7

,33

3

4

,00

63

,32

7

TO

TA

L P

AY

RO

LL

RE

LA

TE

D

TO

TA

L P

AY

RO

LL

RE

LA

TE

D

TO

TA

L P

AY

RO

LL

RE

LA

TE

D

TO

TA

L P

AY

RO

LL

RE

LA

TE

D

47

1,3

26

47

1,3

26

47

1,3

26

47

1,3

26

45

8,6

13

45

8,6

13

45

8,6

13

45

8,6

13

43

6,5

94

43

6,5

94

43

6,5

94

43

6,5

94

45

9,7

90

45

9,7

90

45

9,7

90

45

9,7

90

51

4,0

02

51

4,0

02

51

4,0

02

51

4,0

02

45

1,8

78

45

1,8

78

45

1,8

78

45

1,8

78

45

2,4

34

45

2,4

34

45

2,4

34

45

2,4

34

43

4,4

63

43

4,4

63

43

4,4

63

43

4,4

63

43

6,1

57

43

6,1

57

43

6,1

57

43

6,1

57

51

9,5

49

51

9,5

49

51

9,5

49

51

9,5

49

50

9,9

14

50

9,9

14

50

9,9

14

50

9,9

14

44

2,4

95

44

2,4

95

44

2,4

95

44

2,4

95

67

,41

96

7,4

19

67

,41

96

7,4

19

5

,81

5,8

77

5,8

15

,87

75

,81

5,8

77

5,8

15

,87

7

5

,07

7,3

01

5,0

77

,30

15

,07

7,3

01

5,0

77

,30

1

7

38

,57

67

38

,57

67

38

,57

67

38

,57

6

TO

TA

L S

AL

AR

IES

& P

AY

RO

LL

RE

LA

TE

D

TO

TA

L S

AL

AR

IES

& P

AY

RO

LL

RE

LA

TE

D

TO

TA

L S

AL

AR

IES

& P

AY

RO

LL

RE

LA

TE

D

TO

TA

L S

AL

AR

IES

& P

AY

RO

LL

RE

LA

TE

D

1,0

86

,99

41

,08

6,9

94

1,0

86

,99

41

,08

6,9

94

1,0

47

,50

31

,04

7,5

03

1,0

47

,50

31

,04

7,5

03

1,0

07

,36

61

,00

7,3

66

1,0

07

,36

61

,00

7,3

66

1,0

58

,59

41

,05

8,5

94

1,0

58

,59

41

,05

8,5

94

1,4

53

,21

61

,45

3,2

16

1,4

53

,21

61

,45

3,2

16

1,2

10

,60

91

,21

0,6

09

1,2

10

,60

91

,21

0,6

09

1,0

30

,23

01

,03

0,2

30

1,0

30

,23

01

,03

0,2

30

1,0

21

,86

51

,02

1,8

65

1,0

21

,86

51

,02

1,8

65

1,0

24

,50

31

,02

4,5

03

1,0

24

,50

31

,02

4,5

03

1,3

96

,34

51

,39

6,3

45

1,3

96

,34

51

,39

6,3

45

1,1

68

,52

61

,16

8,5

26

1,1

68

,52

61

,16

8,5

26

1,0

19

,10

61

,01

9,1

06

1,0

19

,10

61

,01

9,1

06

14

9,4

20

14

9,4

20

14

9,4

20

14

9,4

20

1

3,6

77

,97

21

3,6

77

,97

21

3,6

77

,97

21

3,6

77

,97

2

1

2,3

56

,29

81

2,3

56

,29

81

2,3

56

,29

81

2,3

56

,29

8

1

,32

1,6

74

1,3

21

,67

41

,32

1,6

74

1,3

21

,67

4

SE

IU L

OC

AL

52

1S

EIU

LO

CA

L 5

21

SE

IU L

OC

AL

52

1S

EIU

LO

CA

L 5

21

Inco

me

Sta

tem

en

t -

Cu

rre

nt

an

d Y

TD

Inco

me

Sta

tem

en

t -

Cu

rre

nt

an

d Y

TD

Inco

me

Sta

tem

en

t -

Cu

rre

nt

an

d Y

TD

Inco

me

Sta

tem

en

t -

Cu

rre

nt

an

d Y

TD

Fo

r th

e E

leve

n M

on

ths E

nd

ing

Su

nd

ay,

No

ve

mb

er

30

, 2

01

4F

or

the

Ele

ve

n M

on

ths E

nd

ing

Su

nd

ay,

No

ve

mb

er

30

, 2

01

4F

or

the

Ele

ve

n M

on

ths E

nd

ing

Su

nd

ay,

No

ve

mb

er

30

, 2

01

4F

or

the

Ele

ve

n M

on

ths E

nd

ing

Su

nd

ay,

No

ve

mb

er

30

, 2

01

4

No

vN

ov

No

vN

ov

Y-T

-D

Y-T

-D

Y-T

-D

Y-T

-D

N:\

Fin

an

ce\M

on

the

nd

\20

14

\11

14

\In

com

e S

tate

me

nt

11

14

11

14

1 o

f 4

23 of 63

Page 24: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

DO

C #

2

5 6 7

AB

CD

EF

GH

IJ

KL

MN

OP

QR

Ja

nJa

nJa

nJa

nF

eb

Fe

bF

eb

Fe

bM

ar

Ma

rM

ar

Ma

rA

pr

Ap

rA

pr

Ap

rM

ay

Ma

yM

ay

Ma

yJu

nJu

nJu

nJu

nJu

lJu

lJu

lJu

lA

ug

Au

gA

ug

Au

gS

ep

Se

pS

ep

Se

pO

ct

Oct

Oct

Oct

No

tes

No

tes

No

tes

No

tes

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

No

vN

ov

No

vN

ov

Y-T

-D

Y-T

-D

Y-T

-D

Y-T

-D

50

51

52

53

54

55

56

57

58

59

60

61

62

63

64

65

66

67

68

69

70

71

72

73

74

75

76

77

78

79

80

81

82

83

84

85

86

87

88

89

90

91

92

93

94

95

96

MIS

CE

LL

AN

EO

US

MIS

CE

LL

AN

EO

US

MIS

CE

LL

AN

EO

US

MIS

CE

LL

AN

EO

US

Ag

en

cy F

ee

42

,00

0

42

,00

0

96

,00

0

60

,00

0

60

,00

0

60

,00

0

60

,00

0

60

,00

06

0,0

00

60

,00

0

60

,00

0

6

0,0

00

-

66

0,0

00

66

0,0

00

-

Ca

pita

l Fu

nd

1

,00

0

1,0

00

1,0

00

1,0

00

1,0

00

1,0

00

1,0

00

1,0

00

1,0

00

1,0

00

1,0

00

1

,00

0

-

11

,00

0

11

,00

0-

Ad

min

Exp

Sh

are

w/C

ha

pte

rs5

09

2,7

65

45

1

76

3

58

2

51

0

45

2

39

96

84

63

81

,00

0

43

7

5

63

11

,00

0

8,1

90

2,8

10

Fre

e L

ife I

nsu

ran

ce t

o M

em

be

rs (

SC

R,

MR

Y &

BF

L)

31

2

31

6

31

5

30

9

30

8

30

1

29

5

29

52

98

29

53

33

30

3

3

0

3,6

67

3,3

47

32

0

Ch

ap

ter

Fu

nd

Re

imb

urs

em

en

t-

-

-

5,7

11

1,5

54

89

3

90

5

90

88

78

1,0

38

-

1,0

02

(1

,00

2)

-

1

2,8

89

(12

,88

9)

Ret

iree

Cha

pter

Allo

catio

n fo

r 20

14

ever

y m

onth

Do

dg

e S

cho

lars

hip

1,2

50

1,2

50

1,2

50

1,2

50

1,2

50

1,2

50

1,2

50

1,2

50

1,2

50

1,2

50

1,2

50

1

,25

0

-

13

,75

0

13

,75

0-

Co

mp

ute

r D

ata

ba

se U

nio

nw

are

10

,29

6

6,3

03

5,1

48

5,7

19

5,5

83

5,5

83

5,5

83

5,5

83

5,5

83

5,5

83

6,0

00

5

,58

3

41

7

6

6,0

00

6

6,5

47

(54

7)

IHS

S s

oftw

are

& in

voic

e fr

om 2

013

TO

TA

L M

ISC

EL

LA

NE

OU

ST

OT

AL

MIS

CE

LL

AN

EO

US

TO

TA

L M

ISC

EL

LA

NE

OU

ST

OT

AL

MIS

CE

LL

AN

EO

US

55

,36

75

5,3

67

55

,36

75

5,3

67

53

,63

45

3,6

34

53

,63

45

3,6

34

10

4,1

64

10

4,1

64

10

4,1

64

10

4,1

64

74

,75

27

4,7

52

74

,75

27

4,7

52

70

,27

77

0,2

77

70

,27

77

0,2

77

69

,53

76

9,5

37

69

,53

76

9,5

37

69

,48

56

9,4

85

69

,48

56

9,4

85

69

,43

56

9,4

35

69

,43

56

9,4

35

69

,69

36

9,6

93

69

,69

36

9,6

93

69

,80

46

9,8

04

69

,80

46

9,8

04

69

,58

36

9,5

83

69

,58

36

9,5

83

69

,57

56

9,5

75

69

,57

56

9,5

75

8 888

7

65

,41

77

65

,41

77

65

,41

77

65

,41

7

77

5,7

23

77

5,7

23

77

5,7

23

77

5,7

23

(1

0,3

06

)(1

0,3

06

)(1

0,3

06

)(1

0,3

06

)

AR

BIT

RA

TIO

NS

& L

EG

AL

AR

BIT

RA

TIO

NS

& L

EG

AL

AR

BIT

RA

TIO

NS

& L

EG

AL

AR

BIT

RA

TIO

NS

& L

EG

AL

Arb

itra

tion

s F

ee

s &

Le

ga

l Ad

min

8,9

43

24

,57

2

54

1

17

,12

1

6,8

36

14

,32

0

5,2

76

36

,24

22

3,1

59

4,0

03

12

,50

0

1

1,0

68

1,4

32

1

37

,50

0

1

52

,08

1(1

4,5

81

)

mor

e th

an a

ntic

ipat

edR

eta

ine

r 2

1,1

50

21

,15

0

21

,15

0

21

,15

0

21

,15

0

21

,15

0

21

,15

0

21

,15

02

1,1

50

21

,15

02

1,5

00

21

,15

0

3

50

23

6,5

00

23

2,6

50

3,8

50

Au

tom

atic

Le

ga

l De

fen

se F

un

d (

$0

.25

pe

r m

em

be

r p

er

mo

nth

)6

,79

8

6,7

98

6,7

98

6,7

98

6,7

98

6,7

98

6,7

98

6,7

98

6,7

98

6,7

98

6,7

98

6

,79

8

-

74

,77

7

74

,77

8(1

)

TO

TA

L A

RB

ITR

AT

ION

S &

LE

GA

LT

OT

AL

AR

BIT

RA

TIO

NS

& L

EG

AL

TO

TA

L A

RB

ITR

AT

ION

S &

LE

GA

LT

OT

AL

AR

BIT

RA

TIO

NS

& L

EG

AL

36

,89

13

6,8

91

36

,89

13

6,8

91

52

,52

05

2,5

20

52

,52

05

2,5

20

28

,48

92

8,4

89

28

,48

92

8,4

89

45

,06

94

5,0

69

45

,06

94

5,0

69

34

,78

43

4,7

84

34

,78

43

4,7

84

42

,26

84

2,2

68

42

,26

84

2,2

68

33

,22

43

3,2

24

33

,22

43

3,2

24

64

,19

06

4,1

90

64

,19

06

4,1

90

51

,10

75

1,1

07

51

,10

75

1,1

07

31

,95

13

1,9

51

31

,95

13

1,9

51

40

,79

84

0,7

98

40

,79

84

0,7

98

39

,01

63

9,0

16

39

,01

63

9,0

16

1,7

82

1,7

82

1,7

82

1,7

82

4

48

,77

74

48

,77

74

48

,77

74

48

,77

7

45

9,5

09

45

9,5

09

45

9,5

09

45

9,5

09

(1

0,7

32

)(1

0,7

32

)(1

0,7

32

)(1

0,7

32

)

FA

CIL

ITIE

SF

AC

ILIT

IES

FA

CIL

ITIE

SF

AC

ILIT

IES

Re

nt

- S

an

Jo

se3

6,5

74

36

,57

4

36

,57

4

36

,57

4

36

,57

4

36

,57

4

36

,57

4

36

,57

43

6,5

74

36

,57

43

7,5

00

36

,57

4

9

26

41

2,5

00

40

2,3

14

10

,18

6

Re

nt

- R

ed

wo

od

City

5,2

56

5,2

56

5,2

56

5,2

56

5,2

56

5,2

56

5,2

56

5,2

56

7,4

08

5,2

56

4,8

33

4

,30

4

52

9

5

3,1

67

5

9,0

16

(5,8

49

)

ov

erla

p bo

th o

ld &

new

off

ices

Re

nt

- S

an

ta C

ruz

& W

ats

on

ville

3,3

25

3,3

25

3,3

25

3,3

25

3,3

25

3,3

25

3,3

25

3,3

25

3,3

25

3,3

25

3,9

17

3

,28

5

63

2

4

3,0

83

3

6,5

35

6,5

48

Re

nt

- H

an

ford

50

0

50

0

50

0

50

0

50

0

50

0

50

0

50

05

00

50

01

,70

0

50

0

1

,20

0

18

,70

0

5,5

00

13

,20

0

Util

itie

s1

4,3

49

9,3

28

11

,74

1

11

,21

9

13

,21

9

19

,53

9

19

,65

8

20

,85

71

9,6

77

19

,26

71

3,7

50

13

,77

3

(2

3)

1

51

,25

0

1

72

,62

7(2

1,3

77

)

Kitc

he

n S

un

dri

es

(65

3)

3,3

43

2,8

02

5,0

31

5,3

93

5,1

07

5,2

23

4,3

77

5,5

72

2,5

16

4,1

67

1

,53

6

2,6

31

4

5,8

33

4

0,2

47

5,5

86

Ge

ne

ral L

iab

ility

In

sura

nce

& P

rop

ert

y T

ax

12

,74

6

12

,59

3

29

,50

5

11

,34

5

11

,34

5

11

,34

5

11

,34

5

11

,34

51

1,3

45

11

,48

41

4,1

67

11

,34

5

2

,82

2

15

5,8

33

14

5,7

43

10

,09

0

Bu

ildin

g M

ain

ten

an

ce/S

ecu

rity

/Ja

nito

ria

l1

7,2

12

18

,55

2

13

,53

8

14

,14

3

19

,93

0

16

,36

8

9,4

06

18

,42

51

4,4

15

12

,70

81

5,0

00

15

,96

9

(9

69

)

16

5,0

00

17

0,6

66

(5,6

66

)

H

VA

C &

rep

air

for

vari

es o

ffic

esT

OT

AL

FA

CIL

ITIE

ST

OT

AL

FA

CIL

ITIE

ST

OT

AL

FA

CIL

ITIE

ST

OT

AL

FA

CIL

ITIE

S8

9,3

09

89

,30

98

9,3

09

89

,30

9

8

9,4

71

89

,47

18

9,4

71

89

,47

1

1

03

,24

11

03

,24

11

03

,24

11

03

,24

1

8

7,3

93

87

,39

38

7,3

93

87

,39

3

9

5,5

42

95

,54

29

5,5

42

95

,54

2

9

8,0

14

98

,01

49

8,0

14

98

,01

4

9

1,2

87

91

,28

79

1,2

87

91

,28

7

1

00

,65

91

00

,65

91

00

,65

91

00

,65

9

9

8,8

16

98

,81

69

8,8

16

98

,81

6

9

1,6

30

91

,63

09

1,6

30

91

,63

09

5,0

34

95

,03

49

5,0

34

95

,03

4

8

7,2

86

87

,28

68

7,2

86

87

,28

6

7

,74

87

,74

87

,74

87

,74

8

1,0

45

,36

61

,04

5,3

66

1,0

45

,36

61

,04

5,3

66

1,0

32

,64

81

,03

2,6

48

1,0

32

,64

81

,03

2,6

48

12

,71

81

2,7

18

12

,71

81

2,7

18

AD

MIN

IST

RA

TIV

E -

OF

FIC

ES

AD

MIN

IST

RA

TIV

E -

OF

FIC

ES

AD

MIN

IST

RA

TIV

E -

OF

FIC

ES

AD

MIN

IST

RA

TIV

E -

OF

FIC

ES

Au

dit/

Acc

t. F

ee

s2

,50

6

1,3

29

1,3

80

10

,48

8

2,5

99

1,2

88

21

,47

1

7,7

23

7,9

80

9,2

59

10

,16

7

1

,25

6

8,9

11

1

11

,83

3

6

7,2

79

44

,55

4

Su

bsc

rip

tion

s3

35

22

9

10

6

44

9

27

4

20

3

14

3

11

19

8

22

23

50

56

3

(2

13

)

3,8

50

2,7

33

1,1

17

Off

ice

Su

nd

rie

s2

,30

2

11

,23

3

5,5

77

13

,30

6

5,2

93

9,4

40

13

,41

8

4,1

15

3,2

09

9,5

09

5,8

33

4

,24

7

1,5

86

6

4,1

67

8

1,6

49

(17

,48

2)

ex

tra

mee

tings

- c

omm

unity

fir

stO

ffic

e E

qu

ipm

en

t L

ea

ses

17

,80

6

16

,59

7

16

,93

9

16

,25

1

15

,58

8

16

,37

7

15

,65

1

16

,71

41

6,0

05

16

,07

81

6,0

00

16

,30

4

(3

04

)

17

6,0

00

18

0,3

10

(4,3

10

)

Eq

uip

me

nt

Ma

inte

na

nce

& R

ep

air

Co

ntr

act

s4

,77

9

4,7

37

2,2

08

5,2

99

6,5

74

5,9

54

5,6

50

5,1

78

4,0

36

5,3

53

5,8

41

7

,07

5

(1,2

34

)

6

4,2

54

5

6,8

43

7,4

11

Co

ntr

ibu

tion

s4

32

62

31

8

21

9

75

4

54

7

62

12

61

,28

0

-

25

0

-

2

50

2,7

50

3,8

00

(1,0

50

)

Re

sea

rch

Ma

teri

al &

Da

ta8

50

65

3

1,2

25

24

8

1,4

63

-

-

16

,55

0-

-

93

1

-

9

31

10

,24

4

20

,98

9(1

0,7

45

)

Rob

o ca

llsT

OT

AL

AD

MIN

- O

FF

ICE

ST

OT

AL

AD

MIN

- O

FF

ICE

ST

OT

AL

AD

MIN

- O

FF

ICE

ST

OT

AL

AD

MIN

- O

FF

ICE

S2

9,0

10

29

,01

02

9,0

10

29

,01

0

3

4,8

40

34

,84

03

4,8

40

34

,84

0

2

7,7

53

27

,75

32

7,7

53

27

,75

3

4

6,2

60

46

,26

04

6,2

60

46

,26

0

3

2,5

45

32

,54

53

2,5

45

32

,54

5

3

3,8

09

33

,80

93

3,8

09

33

,80

9

5

6,3

95

56

,39

55

6,3

95

56

,39

5

5

0,5

17

50

,51

75

0,5

17

50

,51

7

3

2,6

08

32

,60

83

2,6

08

32

,60

8

4

0,4

21

40

,42

14

0,4

21

40

,42

13

9,3

72

39

,37

23

9,3

72

39

,37

2

2

9,4

45

29

,44

52

9,4

45

29

,44

5

9

,92

79

,92

79

,92

79

,92

7

43

3,0

98

43

3,0

98

43

3,0

98

43

3,0

98

4

13

,60

34

13

,60

34

13

,60

34

13

,60

3

19

,49

51

9,4

95

19

,49

51

9,4

95

CO

MM

UN

ICA

TIO

NS

CO

MM

UN

ICA

TIO

NS

CO

MM

UN

ICA

TIO

NS

CO

MM

UN

ICA

TIO

NS

Pri

ntin

g2

,97

7

3,3

02

2,4

98

3,0

28

1,0

90

3,0

74

2,5

45

1,7

71

1,2

62

2,6

24

3,5

00

4

,03

9

(53

9)

3

8,5

00

2

8,2

10

10

,29

0

Pa

pe

r2

,94

8

2,3

72

4,2

23

1,1

29

2,4

73

1,3

40

2,9

06

2,7

52

3,1

88

1,8

31

1,6

67

3

,15

3

(1,4

86

)

1

8,3

33

2

8,3

15

(9,9

82

)

pape

r st

ock

- IH

SS

and

del

egat

es

conv

t.W

eb

site

/Sta

tion

/Co

mm

un

ica

tion

19

9

19

9

19

9

4,8

21

7,1

99

1,9

99

19

9

19

91

99

19

92

,58

3

2,6

14

(3

1)

2

8,4

17

1

8,0

26

10

,39

1

Te

lep

ho

ne

& I

nte

rne

t1

6,4

63

16

,14

1

20

,13

4

16

,90

8

18

,36

6

21

,17

7

17

,46

2

17

,14

51

9,0

89

16

,69

11

7,6

23

19

,90

6

(2

,28

3)

19

3,8

50

19

9,4

82

(5,6

32

)

A

CA

tabl

ets

serv

ice

Po

sta

ge

4,6

95

15

,97

5

16

,64

4

11

,78

1

6,4

03

5,9

43

5,9

71

6,1

11

10

,76

3

6,0

63

5,0

00

7

,59

1

(2,5

91

)

5

5,0

00

9

7,9

40

(42

,94

0)

IH

SS

mai

ling

& p

osta

ge r

ate

incr

ease

dP

rofe

ssio

na

l Fe

es/

Tra

nsl

atio

ns

26

6

28

6

51

8

52

2

63

14

0

39

6

33

8-

1,6

37

41

7

3

28

89

4

,58

3

4

,49

48

9

TO

TA

L C

OM

MU

NIC

AT

ION

ST

OT

AL

CO

MM

UN

ICA

TIO

NS

TO

TA

L C

OM

MU

NIC

AT

ION

ST

OT

AL

CO

MM

UN

ICA

TIO

NS

27

,54

82

7,5

48

27

,54

82

7,5

48

38

,27

53

8,2

75

38

,27

53

8,2

75

44

,21

64

4,2

16

44

,21

64

4,2

16

38

,18

93

8,1

89

38

,18

93

8,1

89

35

,59

43

5,5

94

35

,59

43

5,5

94

33

,67

33

3,6

73

33

,67

33

3,6

73

29

,47

92

9,4

79

29

,47

92

9,4

79

28

,31

62

8,3

16

28

,31

62

8,3

16

34

,50

13

4,5

01

34

,50

13

4,5

01

29

,04

52

9,0

45

29

,04

52

9,0

45

30

,79

03

0,7

90

30

,79

03

0,7

90

37

,63

13

7,6

31

37

,63

13

7,6

31

(6,8

41

)(6

,84

1)

(6,8

41

)(6

,84

1)

33

8,6

83

33

8,6

83

33

8,6

83

33

8,6

83

3

76

,46

73

76

,46

73

76

,46

73

76

,46

7

(37

,78

4)

(37

,78

4)

(37

,78

4)

(37

,78

4)

N:\

Fin

an

ce\M

on

the

nd

\20

14

\11

14

\In

com

e S

tate

me

nt

11

14

11

14

2 o

f 4

24 of 63

Page 25: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

DO

C #

2

5 6 7

AB

CD

EF

GH

IJ

KL

MN

OP

QR

Ja

nJa

nJa

nJa

nF

eb

Fe

bF

eb

Fe

bM

ar

Ma

rM

ar

Ma

rA

pr

Ap

rA

pr

Ap

rM

ay

Ma

yM

ay

Ma

yJu

nJu

nJu

nJu

nJu

lJu

lJu

lJu

lA

ug

Au

gA

ug

Au

gS

ep

Se

pS

ep

Se

pO

ct

Oct

Oct

Oct

No

tes

No

tes

No

tes

No

tes

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

No

vN

ov

No

vN

ov

Y-T

-D

Y-T

-D

Y-T

-D

Y-T

-D

97

98

99

10

0

10

1

10

2

10

3

10

4

10

5

10

6

10

7

10

8

10

9

11

0

11

1

11

2

11

3

11

4

11

5

11

6

11

7

11

8

11

9

12

0

12

1

12

2

12

3

12

4

12

5

12

6

12

7

12

8

12

9

13

0

13

1

13

2

13

3

13

4

13

5

13

6

13

7

13

8

13

9

14

0

14

1

ST

AF

F M

EE

TIN

G &

TR

AIN

ING

ST

AF

F M

EE

TIN

G &

TR

AIN

ING

ST

AF

F M

EE

TIN

G &

TR

AIN

ING

ST

AF

F M

EE

TIN

G &

TR

AIN

ING

Sta

ff/D

ire

cto

r T

rain

ing

42

1

36

9

1,8

70

1,3

91

26

8

49

3

88

5

73

02

,81

2

41

81

,43

3

84

4

5

89

15

,76

7

10

,50

15

,26

6

Sta

ff -

Re

pre

sen

tatio

n &

Po

litic

al &

Co

mm

un

ica

tion

6,5

23

3,8

25

4,8

30

5,1

32

5,3

29

4,1

28

3,7

23

4,8

75

12

,05

9

4,9

02

5,0

00

4

,99

4

6

5

5,0

00

6

0,3

20

(5,3

20

)

Cle

rica

l Sta

ff-

-

1,0

23

-

-

-

-

-

-

-

75

-

7

5

82

6

1

,02

3(1

97

)

al

l sta

ff m

eetin

g in

Mar

chE

xecu

tive

Sta

ff-

-

-

Tu

itio

n R

eim

bu

rse

me

nt

- C

WA

-

-

-

-

-

-

-

-

-

-

83

-

8

3

91

7

-

91

7

Tu

itio

n R

eim

bu

rse

me

nt

- O

PE

IU-

-

-

-

-

-

-

-

-

-

16

7

-

1

67

1,8

33

-

1

,83

3

TO

TA

L S

TA

FF

ME

ET

ING

& T

RA

ININ

GT

OT

AL

ST

AF

F M

EE

TIN

G &

TR

AIN

ING

TO

TA

L S

TA

FF

ME

ET

ING

& T

RA

ININ

GT

OT

AL

ST

AF

F M

EE

TIN

G &

TR

AIN

ING

6,9

44

6,9

44

6,9

44

6,9

44

4,1

94

4,1

94

4,1

94

4,1

94

7,7

23

7,7

23

7,7

23

7,7

23

6,5

23

6,5

23

6,5

23

6,5

23

5,5

97

5,5

97

5,5

97

5,5

97

4,6

21

4,6

21

4,6

21

4,6

21

4,6

08

4,6

08

4,6

08

4,6

08

5,6

05

5,6

05

5,6

05

5,6

05

14

,87

11

4,8

71

14

,87

11

4,8

71

5,3

20

5,3

20

5,3

20

5,3

20

6,7

58

6,7

58

6,7

58

6,7

58

5,8

38

5,8

38

5,8

38

5,8

38

92

09

20

92

09

20

74

,34

37

4,3

43

74

,34

37

4,3

43

7

1,8

44

71

,84

47

1,8

44

71

,84

4

2,4

99

2,4

99

2,4

99

2,4

99

ED

UC

AT

ION

& T

RA

ININ

GE

DU

CA

TIO

N &

TR

AIN

ING

ED

UC

AT

ION

& T

RA

ININ

GE

DU

CA

TIO

N &

TR

AIN

ING

Ste

wa

rd &

Ch

ief

Ste

wa

rd T

rain

ing

91

6

49

3

43

3

28

3

36

8

62

18

1

19

47

54

27

25

84

27

4

3

10

6,4

19

4,2

30

2,1

89

Exe

cutiv

e B

oa

rd-

-

-

-

-

-

-

0-

-

42

-

4

2

45

8

-

45

8

Ed

uca

tion

& T

rain

ing

Co

mm

itte

e M

ee

ting

& M

ate

ria

ls3

8

-

-

-

-

-

-

-

-

-

-

-

-

-

3

8

(38

)

Ind

ust

ry T

rain

ing

Eve

nts

52

99

18

17

6

56

39

2

1,0

00

94

95

0

1,0

22

41

7

1

11

30

6

4

,58

3

3

,97

0

6

13

TO

TA

L E

DU

CA

TIO

N &

TR

AIN

ING

TO

TA

L E

DU

CA

TIO

N &

TR

AIN

ING

TO

TA

L E

DU

CA

TIO

N &

TR

AIN

ING

TO

TA

L E

DU

CA

TIO

N &

TR

AIN

ING

1,0

06

1,0

06

1,0

06

1,0

06

59

25

92

59

25

92

4

51

45

14

51

45

1

45

94

59

45

94

59

4

24

42

44

24

42

4

45

44

54

45

44

54

1

,18

11

,18

11

,18

11

,18

1

2

88

28

82

88

28

8

1,7

04

1,7

04

1,7

04

1,7

04

1,2

94

1,2

94

1,2

94

1,2

94

1,0

43

1,0

43

1,0

43

1,0

43

38

53

85

38

53

85

6

58

65

86

58

65

8

1

1,4

60

11

,46

01

1,4

60

11

,46

0

8,2

38

8,2

38

8,2

38

8,2

38

3

,22

23

,22

23

,22

23

,22

2

PO

LIT

ICA

L/S

OC

IAL

IN

VO

LV

EM

EN

TP

OL

ITIC

AL

/SO

CIA

L I

NV

OL

VE

ME

NT

PO

LIT

ICA

L/S

OC

IAL

IN

VO

LV

EM

EN

TP

OL

ITIC

AL

/SO

CIA

L I

NV

OL

VE

ME

NT

Ca

nd

ida

tes

Acc

ou

nt

($0

.25

pe

r M

em

be

r p

er

Mo

nth

)7

,65

3

7,9

33

7,7

80

8,0

37

8,4

08

8,6

50

8,5

62

8,4

54

26

,96

5

10

,77

61

0,3

05

10

,57

1

(2

66

)

11

3,3

52

11

3,7

89

(43

7)

Issu

es

Acc

ou

nt

($0

.00

pe

r M

em

be

r p

er

Mo

nth

)

I.E

. A

cco

un

t ($

0.0

0 p

er

Me

mb

er

pe

r M

on

th)

Le

ga

l2

,31

6

1,5

63

1,8

84

2,8

81

2,7

09

3,7

87

2,1

87

1,8

60

-

5,5

53

3,3

33

-

3

,33

3

36

,66

7

24

,74

0

11

,92

7

Co

mm

itte

e M

ee

ting

s(3

52

)

2,6

81

1,1

49

1,0

75

1,6

42

1,6

82

47

4

1,5

59

1,3

03

1,6

02

91

0

1

,34

6

(43

6)

1

0,0

11

1

4,1

61

(4

,15

0)

mor

e ac

tiviti

es th

an a

ntic

ipat

ion

Co

nfe

ren

ces

-

-

-

-

-

-

1,4

95

-

-

83

-

8

3

91

7

1

,49

5

(5

78

)

Ele

cto

ral S

taff

/Act

ivity

-

-

Po

lls &

Su

rve

ys-

-

-

-

-

-

-

-

-

16

7

7

81

(61

4)

1

,83

3

7

81

1,0

52

Sp

eci

al P

rin

ting

-

-

-

-

-

-

-

89

3

-

8

-

8

92

8

93

(80

1)

Su

bsc

rip

tion

s-

-

-

-

-

-

-

-

-

17

-

1

7

18

3

-

18

3

TO

TA

L P

OL

ITIC

AL

/SO

CIA

L I

NV

OL

VE

ME

NT

TO

TA

L P

OL

ITIC

AL

/SO

CIA

L I

NV

OL

VE

ME

NT

TO

TA

L P

OL

ITIC

AL

/SO

CIA

L I

NV

OL

VE

ME

NT

TO

TA

L P

OL

ITIC

AL

/SO

CIA

L I

NV

OL

VE

ME

NT

9,6

17

9,6

17

9,6

17

9,6

17

12

,17

71

2,1

77

12

,17

71

2,1

77

10

,81

31

0,8

13

10

,81

31

0,8

13

11

,99

31

1,9

93

11

,99

31

1,9

93

12

,75

91

2,7

59

12

,75

91

2,7

59

14

,11

91

4,1

19

14

,11

91

4,1

19

12

,71

81

2,7

18

12

,71

81

2,7

18

11

,87

31

1,8

73

11

,87

31

1,8

73

29

,16

12

9,1

61

29

,16

12

9,1

61

17

,93

11

7,9

31

17

,93

11

7,9

31

14

,82

31

4,8

23

14

,82

31

4,8

23

12

,69

81

2,6

98

12

,69

81

2,6

98

2,1

25

2,1

25

2,1

25

2,1

25

1

63

,05

51

63

,05

51

63

,05

51

63

,05

5

15

5,8

59

15

5,8

59

15

5,8

59

15

5,8

59

7

,19

67

,19

67

,19

67

,19

6

SO

CIA

L &

EC

ON

OM

IC J

US

TIC

ES

OC

IAL

& E

CO

NO

MIC

JU

ST

ICE

SO

CIA

L &

EC

ON

OM

IC J

US

TIC

ES

OC

IAL

& E

CO

NO

MIC

JU

ST

ICE

Co

mm

itte

e M

ee

ting

s8

93

10

3

15

4

53

1,9

86

80

14

7

17

32

,63

0

20

01

00

10

3

(3

)

1

1,6

60

6

,52

2

5

,13

8

Co

nfe

ren

ces

-

1,1

12

-

-

-

67

5

-

-

-

-

-

25

3

(2

53

)

-

2

,04

0

(2

,04

0)

Co

ntr

ibu

tion

s/S

olid

ari

ty-

1,0

50

-

-

40

0

-

-

-

-

53

8-

-

-

1

,92

0

1

,98

8

(6

8)

Ca

ucu

s A

ctiv

itie

s2

,65

2

5,1

78

7,1

32

6,1

04

1,5

18

7,1

07

3,4

71

4,8

27

4,5

73

5,4

81

3,0

50

4

,65

2

(1,6

02

)

7

1,4

20

5

2,6

95

1

8,7

25

TO

TA

L S

OC

IAL

& E

CO

NO

MIC

JU

ST

ICE

TO

TA

L S

OC

IAL

& E

CO

NO

MIC

JU

ST

ICE

TO

TA

L S

OC

IAL

& E

CO

NO

MIC

JU

ST

ICE

TO

TA

L S

OC

IAL

& E

CO

NO

MIC

JU

ST

ICE

3,5

45

3,5

45

3,5

45

3,5

45

7,4

43

7,4

43

7,4

43

7,4

43

7,2

86

7,2

86

7,2

86

7,2

86

6,1

57

6,1

57

6,1

57

6,1

57

3,9

04

3,9

04

3,9

04

3,9

04

7,8

62

7,8

62

7,8

62

7,8

62

3,6

18

3,6

18

3,6

18

3,6

18

5,0

00

5,0

00

5,0

00

5,0

00

7,2

03

7,2

03

7,2

03

7,2

03

6,2

19

6,2

19

6,2

19

6,2

19

3,1

50

3,1

50

3,1

50

3,1

50

5,0

08

5,0

08

5,0

08

5,0

08

(1,8

58

)(1

,85

8)

(1,8

58

)(1

,85

8)

85

,00

08

5,0

00

85

,00

08

5,0

00

6

3,2

45

63

,24

56

3,2

45

63

,24

5

21

,75

52

1,7

55

21

,75

52

1,7

55

ME

MB

ER

IN

VO

LV

EM

EN

TM

EM

BE

R I

NV

OL

VE

ME

NT

ME

MB

ER

IN

VO

LV

EM

EN

TM

EM

BE

R I

NV

OL

VE

ME

NT

Me

mo

rab

ilia

/Giv

e A

wa

y/M

em

be

r P

rid

e1

,15

4

53

1

-

(15

)

11

,48

3

37

2

2,4

47

-

-

53

02

,50

0

63

0

1

,87

0

27

,50

0

17

,13

2

10

,36

8

co

mm

inity

fir

st e

vent

sA

wa

rds/

Re

cog

niti

on

-

-

-

-

-

-

-

-

-

-

83

-

8

3

91

7

-

91

7

Pla

nn

ing

& E

ven

t P

rep

-

-

-

Ex

Bo

ard

/Ad

viso

ry B

oa

rd R

eim

bu

rse

me

nt

-

-

-

30

-

-

-

-

-

-

16

7

-

1

67

1,8

33

30

1

,80

3

Ra

lly R

en

tal &

Bu

s3

10

33

8

-

22

2,3

09

2,4

23

-

-

-

11

1,6

67

1

,33

0

33

7

1

8,3

33

6

,74

3

1

1,5

90

IHS

S L

obby

ing

Me

mb

er

Re

imb

urs

em

en

t/L

ost

tim

e2

36

48

11

9

34

8

7

10

0

14

2

86

41

64

17

22

08

10

0

1

08

2,2

92

2,3

00

(8)

Tra

nsp

ort

atio

n &

Ve

hic

le

57

7

1,2

12

72

4

12

0

2,4

77

29

6

2,2

04

6,3

38

2,6

13

40

71

,00

0

1,9

08

(9

08

)

11

,00

0

18

,87

6

(7,8

76

)

m

eetin

gsT

OT

AL

ME

MB

ER

IN

VO

LE

ME

NT

TO

TA

L M

EM

BE

R I

NV

OL

EM

EN

TT

OT

AL

ME

MB

ER

IN

VO

LE

ME

NT

TO

TA

L M

EM

BE

R I

NV

OL

EM

EN

T2

,27

72

,27

72

,27

72

,27

7

2

,12

92

,12

92

,12

92

,12

9

8

43

84

38

43

84

3

50

55

05

50

55

05

1

6,2

76

16

,27

61

6,2

76

16

,27

6

3

,19

13

,19

13

,19

13

,19

1

4

,79

34

,79

34

,79

34

,79

3

7

,20

27

,20

27

,20

27

,20

2

2

,77

72

,77

72

,77

72

,77

7

1

,12

01

,12

01

,12

01

,12

05

,62

55

,62

55

,62

55

,62

5

3

,96

83

,96

83

,96

83

,96

8

1

,65

71

,65

71

,65

71

,65

7

61

,87

56

1,8

75

61

,87

56

1,8

75

4

5,0

81

45

,08

14

5,0

81

45

,08

1

16

,79

41

6,7

94

16

,79

41

6,7

94

N:\

Fin

an

ce\M

on

the

nd

\20

14

\11

14

\In

com

e S

tate

me

nt

11

14

11

14

3 o

f 4

25 of 63

Page 26: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

DO

C #

2

5 6 7

AB

CD

EF

GH

IJ

KL

MN

OP

QR

Ja

nJa

nJa

nJa

nF

eb

Fe

bF

eb

Fe

bM

ar

Ma

rM

ar

Ma

rA

pr

Ap

rA

pr

Ap

rM

ay

Ma

yM

ay

Ma

yJu

nJu

nJu

nJu

nJu

lJu

lJu

lJu

lA

ug

Au

gA

ug

Au

gS

ep

Se

pS

ep

Se

pO

ct

Oct

Oct

Oct

No

tes

No

tes

No

tes

No

tes

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Ac

tua

lA

ctu

al

Ac

tua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

No

vN

ov

No

vN

ov

Y-T

-D

Y-T

-D

Y-T

-D

Y-T

-D

14

2

14

3

14

4

14

5

14

6

14

7

14

8

14

9

15

0

15

1

15

2

15

3

15

4

15

5

15

6

15

7

15

8

15

9

16

0

16

1

16

2

16

3

16

4

16

5

16

6

16

7

16

8

16

9

17

0

17

1

17

2

17

3

17

4

17

5

17

6

17

7

17

8

17

9

18

0

18

1

18

2

18

3

18

4

NE

GO

TIA

TIO

NS

NE

GO

TIA

TIO

NS

NE

GO

TIA

TIO

NS

NE

GO

TIA

TIO

NS

Pri

ntin

g C

on

tra

cts

-

-

-

51

5

-

-

-

-

-

-

4,1

67

-

4

,16

7

45

,83

3

51

5

4

5,3

18

Me

etin

gs

& S

up

plie

s3

,84

5

2,4

76

1,8

24

1,1

89

1,1

99

1,0

32

54

1

81

0

1,2

15

70

94

,16

7

72

9

3

,43

8

45

,83

3

15

,56

9

30

,26

4

Pro

fess

ion

al N

eg

otia

tion

s8

,23

4

7,0

87

5,5

42

4,4

05

29

7

2,1

34

15

8

-

-

-

2,5

00

-

2

,50

0

27

,50

0

27

,85

7

(35

7)

for

regi

on 2

& 4

NE

GS

trik

e P

rep

ara

tion

s-

-

-

-

-

-

-

-

-

-

3,3

33

-

3

,33

3

36

,66

7

-

3

6,6

67

me

mb

er/

mo

m)

-

-

-

-

-

-

-

-

-

-

1

-

1

11

-

11

TO

TA

L N

EG

OT

IAT

ION

ST

OT

AL

NE

GO

TIA

TIO

NS

TO

TA

L N

EG

OT

IAT

ION

ST

OT

AL

NE

GO

TIA

TIO

NS

12

,07

91

2,0

79

12

,07

91

2,0

79

9,5

63

9,5

63

9,5

63

9,5

63

7,3

66

7,3

66

7,3

66

7,3

66

6,1

09

6,1

09

6,1

09

6,1

09

1,4

96

1,4

96

1,4

96

1,4

96

3,1

66

3,1

66

3,1

66

3,1

66

69

96

99

69

96

99

8

10

81

08

10

81

0

1,2

15

1,2

15

1,2

15

1,2

15

70

97

09

70

97

09

14

,16

81

4,1

68

14

,16

81

4,1

68

72

97

29

72

97

29

1

3,4

39

13

,43

91

3,4

39

13

,43

9

15

5,8

44

15

5,8

44

15

5,8

44

15

5,8

44

4

3,9

41

43

,94

14

3,9

41

43

,94

1

11

1,9

03

11

1,9

03

11

1,9

03

11

1,9

03

ME

ET

ING

S &

EV

EN

TS

ME

ET

ING

S &

EV

EN

TS

ME

ET

ING

S &

EV

EN

TS

ME

ET

ING

S &

EV

EN

TS

Exe

cutiv

e B

oa

rd M

ee

ting

s(1

52

)

36

8

2,0

12

3,7

09

39

4

57

5

1,8

74

26

5

82

0

1,3

13

2,5

00

5

29

1,9

71

2

7,5

00

1

1,7

07

1

5,7

93

Ste

wa

rd/C

ou

nci

l Me

etin

gs

94

14

4

-

61

6

25

7

48

6

22

5

27

6

21

0

-

-

60

(6

0)

-

2,3

68

(2,3

68

)

52

1 P

art

y &

Oth

er

Eve

nts

64

(34

)

-

-

44

6

-

12

,22

7

14

,85

7

-

39

3,4

17

8

8

3,3

29

3

7,5

83

2

7,6

87

9

,89

6

By

La

w C

on

ven

tion

- 4

00

Me

mb

ers

Ind

ust

rie

s &

Me

mb

ers

Co

nfe

ren

ce-

-

1,0

48

74

8

-

-

-

-

36

7

-

2,0

83

-

2

,08

3

22

,91

7

2,1

63

20

,75

4

Mis

cella

ne

ou

s

TO

TA

L M

EE

TIN

GS

& E

VE

NT

ST

OT

AL

ME

ET

ING

S &

EV

EN

TS

TO

TA

L M

EE

TIN

GS

& E

VE

NT

ST

OT

AL

ME

ET

ING

S &

EV

EN

TS

6 666

47

84

78

47

84

78

3

,06

03

,06

03

,06

03

,06

0

5

,07

35

,07

35

,07

35

,07

3

1

,09

71

,09

71

,09

71

,09

7

1

,06

11

,06

11

,06

11

,06

1

1

4,3

26

14

,32

61

4,3

26

14

,32

6

1

5,3

98

15

,39

81

5,3

98

15

,39

8

1

,39

71

,39

71

,39

71

,39

7

1

,35

21

,35

21

,35

21

,35

28

,00

08

,00

08

,00

08

,00

0

6

77

67

76

77

67

7

7,3

23

7,3

23

7,3

23

7,3

23

8

8,0

00

88

,00

08

8,0

00

88

,00

0

43

,92

54

3,9

25

43

,92

54

3,9

25

4

4,0

75

44

,07

54

4,0

75

44

,07

5

RE

PR

ES

EN

TA

TIV

E D

UE

SR

EP

RE

SE

NT

AT

IVE

DU

ES

RE

PR

ES

EN

TA

TIV

E D

UE

SR

EP

RE

SE

NT

AT

IVE

DU

ES

SE

IU $

7.6

5 e

a4

26

,86

3

43

9,8

94

43

4,0

98

43

7,7

02

44

2,2

14

44

4,6

50

40

3,4

74

39

9,0

87

39

7,8

41

40

4,7

87

43

3,3

65

3

95

,32

9

38

,03

6

4

,76

7,0

13

4

,62

5,9

39

1

41

,07

4

SE

IU U

nity

Fu

nd

$5

.00

ea

26

2,6

15

26

6,4

50

26

2,1

85

27

1,7

10

27

2,2

60

27

3,6

85

24

8,7

30

24

5,7

45

24

7,7

50

25

2,3

30

25

2,4

35

2

47

,83

5

4,6

00

2

,77

6,7

85

2

,85

1,2

95

(7

4,5

10

)

Los

t IH

SS

fee

pay

ers

effe

ctiv

e 7/

2014

SE

IU R

etir

ee

s $

1.0

0e

a-

1,3

16

-

2,0

93

57

2

32

8

33

0

33

1-

38

17

46

-

74

6

8

,20

6

5

,35

1

2

,85

5

SE

IU S

tate

Co

un

cil $

2.5

3e

a1

39

,15

4

14

3,6

80

14

1,4

24

14

3,7

98

14

4,5

25

14

5,4

35

13

1,9

63

13

0,5

10

13

0,2

33

13

2,5

90

14

3,3

22

1

29

,51

3

13

,80

9

1

,57

6,5

42

1

,51

2,8

25

6

3,7

17

Nu

rse

Alli

an

ce $

1.4

5e

a9

74

97

7

96

7

95

3

97

0

95

1

96

0

98

39

77

96

41

,01

5

96

1

5

4

11

,16

5

10

,63

7

52

8

So

Ba

y C

LC

$

0.6

5e

a1

4,3

02

14

,84

8

14

,24

3

15

,19

4

16

,10

6

16

,79

5

16

,73

7

19

,10

51

3,8

73

16

,63

31

4,5

14

16

,69

2

(2

,17

8)

15

9,6

52

17

4,5

28

(14

,87

6)

L

ost I

HS

S f

ee p

ayer

s ef

fect

ive

7/20

14S

MC

O C

LC

$0

.70

ea

2,3

80

2,3

87

2,3

86

2,3

81

2,4

75

2,4

38

2,4

30

2,4

22

2,4

21

2,4

82

2,0

47

2

,51

8

(47

1)

2

2,5

13

2

6,7

20

(4

,20

7)

Los

t IH

SS

fee

pay

ers

effe

ctiv

e 7/

2014

Fre

sno

CL

C $

0.4

5e

a2

,23

2

2,7

10

2,7

68

2,7

81

2,8

12

2,7

98

2,7

27

2,7

56

2,5

38

2,7

85

2,6

73

2

,20

3

47

0

2

9,4

03

2

9,1

10

2

93

Ba

kers

field

CL

C $

0.2

5e

a2

,09

3

2,0

87

2,0

96

2,0

91

2,1

05

2,1

01

2,0

42

2,0

20

2,0

80

2,0

93

4,1

62

2

,08

7

2,0

75

4

5,7

77

2

2,8

95

2

2,8

82

Mo

nte

rey

& S

an

ta C

ruz

LC

$0

.55

ea

3,4

36

3,4

55

3,4

62

3,4

04

3,5

73

3,6

06

3,5

54

3,5

35

3,4

42

3,4

83

3,4

19

3

,50

6

(87

)

37

,61

3

38

,45

6

(84

3)

CA

La

bo

r F

ed

25

% X

.4

7e

a1

,30

8

1,3

53

1,3

31

1,3

49

1,3

57

1,3

65

1,2

38

1,2

25

1,2

20

1,2

42

1,3

71

1

,21

2

15

9

1

5,0

81

1

4,2

00

8

81

Bu

ildin

g T

rad

es-

SM

CO

-

60

0

-

-

-

-

-

-

-

-

30

0

-

3

00

3,3

00

60

0

2

,70

0

No

rth

Va

lley

CL

C $

.55

ea

11

0

11

0

11

0

11

0

11

0

11

0

11

0

11

01

10

11

01

10

11

0

-

1

,21

0

1

,21

0

-

TO

TA

L R

EP

RE

SE

NT

AT

IVE

DU

ES

TO

TA

L R

EP

RE

SE

NT

AT

IVE

DU

ES

TO

TA

L R

EP

RE

SE

NT

AT

IVE

DU

ES

TO

TA

L R

EP

RE

SE

NT

AT

IVE

DU

ES

85

5,4

67

85

5,4

67

85

5,4

67

85

5,4

67

87

9,8

67

87

9,8

67

87

9,8

67

87

9,8

67

86

5,0

70

86

5,0

70

86

5,0

70

86

5,0

70

88

3,5

66

88

3,5

66

88

3,5

66

88

3,5

66

88

9,0

79

88

9,0

79

88

9,0

79

88

9,0

79

89

4,2

62

89

4,2

62

89

4,2

62

89

4,2

62

81

4,2

95

81

4,2

95

81

4,2

95

81

4,2

95

80

7,8

29

80

7,8

29

80

7,8

29

80

7,8

29

80

2,4

85

80

2,4

85

80

2,4

85

80

2,4

85

81

9,8

80

81

9,8

80

81

9,8

80

81

9,8

80

85

9,4

79

85

9,4

79

85

9,4

79

85

9,4

79

80

1,9

66

80

1,9

66

80

1,9

66

80

1,9

66

57

,51

35

7,5

13

57

,51

35

7,5

13

9

,45

4,2

60

9,4

54

,26

09

,45

4,2

60

9,4

54

,26

0

9

,31

3,7

66

9,3

13

,76

69

,31

3,7

66

9,3

13

,76

6

1

40

,49

41

40

,49

41

40

,49

41

40

,49

4

TO

TA

L G

EN

ER

AL

FU

ND

EX

PE

NS

ES

TO

TA

L G

EN

ER

AL

FU

ND

EX

PE

NS

ES

TO

TA

L G

EN

ER

AL

FU

ND

EX

PE

NS

ES

TO

TA

L G

EN

ER

AL

FU

ND

EX

PE

NS

ES

2,5

51

,49

12

,55

1,4

91

2,5

51

,49

12

,55

1,4

91

2,5

68

,11

72

,56

8,1

17

2,5

68

,11

72

,56

8,1

17

2,5

53

,27

22

,55

3,2

72

2,5

53

,27

22

,55

3,2

72

2,6

06

,07

32

,60

6,0

73

2,6

06

,07

32

,60

6,0

73

2,9

88

,02

12

,98

8,0

21

2,9

88

,02

12

,98

8,0

21

2,7

52

,07

72

,75

2,0

77

2,7

52

,07

72

,75

2,0

77

2,5

01

,76

92

,50

1,7

69

2,5

01

,76

92

,50

1,7

69

2,5

24

,41

82

,52

4,4

18

2,5

24

,41

82

,52

4,4

18

2,5

07

,47

22

,50

7,4

72

2,5

07

,47

22

,50

7,4

72

2,8

48

,45

22

,84

8,4

52

2,8

48

,45

22

,84

8,4

52

2,6

92

,58

02

,69

2,5

80

2,6

92

,58

02

,69

2,5

80

2,4

48

,75

92

,44

8,7

59

2,4

48

,75

92

,44

8,7

59

24

3,8

21

24

3,8

21

24

3,8

21

24

3,8

21

3

0,4

92

,89

13

0,4

92

,89

13

0,4

92

,89

13

0,4

92

,89

1

2

8,8

49

,88

82

8,8

49

,88

82

8,8

49

,88

82

8,8

49

,88

8

1

,64

3,0

03

1,6

43

,00

31

,64

3,0

03

1,6

43

,00

3

TO

TA

L I

NC

OM

E L

ES

S T

OT

AL

EX

PE

NS

ES

TO

TA

L I

NC

OM

E L

ES

S T

OT

AL

EX

PE

NS

ES

TO

TA

L I

NC

OM

E L

ES

S T

OT

AL

EX

PE

NS

ES

TO

TA

L I

NC

OM

E L

ES

S T

OT

AL

EX

PE

NS

ES

(86

,46

8)

(86

,46

8)

(86

,46

8)

(86

,46

8)

2

80

,82

32

80

,82

32

80

,82

32

80

,82

3

(7

8,9

51

)(7

8,9

51

)(7

8,9

51

)(7

8,9

51

)

14

5,5

23

14

5,5

23

14

5,5

23

14

5,5

23

(11

2,5

15

)(1

12

,51

5)

(11

2,5

15

)(1

12

,51

5)

(60

,31

3)

(60

,31

3)

(60

,31

3)

(60

,31

3)

(8

7,5

01

)(8

7,5

01

)(8

7,5

01

)(8

7,5

01

)

26

8,3

55

26

8,3

55

26

8,3

55

26

8,3

55

26

,21

32

6,2

13

26

,21

32

6,2

13

(10

6,6

25

)(1

06

,62

5)

(10

6,6

25

)(1

06

,62

5)

(14

9,9

87

)(1

49

,98

7)

(14

9,9

87

)(1

49

,98

7)

(6,1

34

)(6

,13

4)

(6,1

34

)(6

,13

4)

1

43

,85

31

43

,85

31

43

,85

31

43

,85

3

(2,5

24

,36

9)

(2,5

24

,36

9)

(2,5

24

,36

9)

(2,5

24

,36

9)

18

2,4

41

18

2,4

41

18

2,4

41

18

2,4

41

2,7

06

,81

02

,70

6,8

10

2,7

06

,81

02

,70

6,8

10

VO

LU

NT

AR

Y T

RA

NS

FE

RS

VO

LU

NT

AR

Y T

RA

NS

FE

RS

VO

LU

NT

AR

Y T

RA

NS

FE

RS

VO

LU

NT

AR

Y T

RA

NS

FE

RS

Bu

ildin

g F

un

ds

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

-

44

,00

0

44

,00

0

-

Str

ike

Fu

nd

s

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

4,0

00

- ---

44

,00

04

4,0

00

44

,00

04

4,0

00

44

,00

04

4,0

00

44

,00

04

4,0

00

- ---

T

RA

NS

FE

RS

TR

AN

SF

ER

ST

RA

NS

FE

RS

TR

AN

SF

ER

S(9

0,4

68

)(9

0,4

68

)(9

0,4

68

)(9

0,4

68

)

27

6,8

23

27

6,8

23

27

6,8

23

27

6,8

23

(82

,95

1)

(82

,95

1)

(82

,95

1)

(82

,95

1)

1

41

,52

31

41

,52

31

41

,52

31

41

,52

3

(1

16

,51

5)

(11

6,5

15

)(1

16

,51

5)

(11

6,5

15

)

(6

4,3

13

)(6

4,3

13

)(6

4,3

13

)(6

4,3

13

)

(91

,50

1)

(91

,50

1)

(91

,50

1)

(91

,50

1)

2

64

,35

52

64

,35

52

64

,35

52

64

,35

5

2

2,2

13

22

,21

32

2,2

13

22

,21

3

(1

10

,62

5)

(11

0,6

25

)(1

10

,62

5)

(11

0,6

25

)

(1

53

,98

7)

(15

3,9

87

)(1

53

,98

7)

(15

3,9

87

)

(1

0,1

34

)(1

0,1

34

)(1

0,1

34

)(1

0,1

34

)

14

3,8

53

14

3,8

53

14

3,8

53

14

3,8

53

(2

,56

8,3

69

)(2

,56

8,3

69

)(2

,56

8,3

69

)(2

,56

8,3

69

)

1

38

,44

11

38

,44

11

38

,44

11

38

,44

1

2

,70

6,8

10

2,7

06

,81

02

,70

6,8

10

2,7

06

,81

0

N:\

Fin

an

ce\M

on

the

nd

\20

14

\11

14

\In

com

e S

tate

me

nt

11

14

11

14

4 o

f 4

26 of 63

Page 27: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Do

c #

3D

oc

#3

Do

c #

3D

oc

#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

MN

OP

Q

Jan

Jan

Jan

Jan

Fe

bF

eb

Fe

bF

eb

Ma

rM

ar

Ma

rM

ar

Ap

rA

pr

Ap

rA

pr

Ma

yM

ay

Ma

yM

ay

Jun

Jun

Jun

Jun

Jul

Jul

Jul

Jul

Au

gA

ug

Au

gA

ug

Se

pS

ep

Se

pS

ep

Oct

Oct

Oct

Oct

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Bu

dg

et

Bu

dg

et

Bu

dg

et

Bu

dg

et

Act

ua

lA

ctu

al

Act

ua

lA

ctu

al

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

Be

tte

r/(W

ors

e)

BU

DG

ET

FR

OM

GE

NE

RA

L F

UN

DB

UD

GE

T F

RO

M G

EN

ER

AL

FU

ND

BU

DG

ET

FR

OM

GE

NE

RA

L F

UN

DB

UD

GE

T F

RO

M G

EN

ER

AL

FU

ND

33

5,4

31

33

5,4

31

33

5,4

31

33

5,4

31

3

35

,43

13

35

,43

13

35

,43

13

35

,43

1

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

3

35

,43

13

35

,43

13

35

,43

13

35

,43

1

3

35

,43

13

35

,43

13

35

,43

13

35

,43

1

3

35

,43

13

35

,43

13

35

,43

13

35

,43

1

3

35

,43

13

35

,43

13

35

,43

13

35

,43

1

- ---

3,6

89

,74

13

,68

9,7

41

3,6

89

,74

13

,68

9,7

41

3

,68

9,7

41

3,6

89

,74

13

,68

9,7

41

3,6

89

,74

1

- ---

EX

PE

NS

ES

EX

PE

NS

ES

EX

PE

NS

ES

EX

PE

NS

ES

Le

ga

l - O

rg$

2,3

50

$2

,35

0$

2,3

50

$2

,35

0$

2,3

50

$2

,35

0$

2,3

50

$2

,35

0$

2,3

50

$2

,35

0$

2,3

50

$2

,35

0$

0$

25

,85

0$

25

,85

0$

0

Arb

itra

tio

n -

Org

-

-

-

-

-

-

-

-

-

-

20

8

-

20

8

2

,29

2

-

2

,29

2

Sa

lari

es

- O

rga

niz

ing

72

,11

8

64

,41

7

66

,65

3

66

,86

9

10

0,6

14

67

,74

2

70

,81

4

67

,85

9

68

,15

0

96

,35

2

13

4,4

68

66

,22

5

68

,24

3

1,6

13

,61

1

8

07

,81

3

8

05

,79

8

Sa

lari

es

- O

rg /

In

tern

/ L

ost

Tim

er

-

-

-

-

-

-

-

-

-

-

20

,30

1

-

20

,30

1

22

3,3

13

-

2

23

,31

3

Pa

rt T

ime

Exp

- O

rg-

-

9,2

84

-

-

12

,52

0

-

-

-

6,6

26

-

14

4

(14

4)

-

28

,57

4

(2

8,5

74

)

Wo

rke

rs C

om

p.

Insu

ran

ce E

xp -

Org

2,6

00

2,6

01

4,3

31

2,8

17

2,9

34

2,9

34

2,9

34

2,9

34

2,2

09

2,2

09

4,7

06

2,2

09

2,4

97

56

,47

6

30

,71

2

2

5,7

64

Pa

yro

ll T

ax

Exp

- O

rg6

,92

5

4,9

11

5,0

72

5,3

15

7,6

64

5,3

61

5,4

62

5,1

64

5,1

86

7,4

41

16

,13

6

5,0

60

11

,07

6

19

3,6

33

63

,56

1

1

30

,07

2

Em

plo

yee

Be

ne

fits

Exp

- O

rg2

2,9

16

23

,32

7

22

,50

8

22

,75

8

24

,03

9

22

,12

2

22

,12

1

28

,70

3

18

,83

1

22

,12

1

59

,98

6

20

,66

9

39

,31

7

65

9,8

41

25

0,1

15

4

09

,72

6

Pe

nsi

on

Pla

n E

xp -

Org

12

,07

1

11

,44

0

11

,84

3

11

,88

2

17

,89

7

11

,99

0

12

,35

1

12

,01

0

12

,01

0

17

,05

5

24

,20

4

11

,58

3

12

,62

1

29

0,4

50

14

2,1

32

1

48

,31

8

40

1k

Ma

tch

ing

Exp

- O

rg2

,05

8

1,3

32

1,3

33

1,4

29

2,0

95

1,5

89

1,5

08

1,5

08

1,5

08

2,2

17

4,0

34

1,5

24

2,5

10

48

,40

8

18

,10

1

3

0,3

07

Sta

ff R

ecr

uitin

g E

xp -

Org

-

-

-

-

14

32

-

-

-

-

83

3

-

83

3

9

,16

7

46

9,1

21

Va

catio

n /

Co

mp

Tim

e E

xp -

Org

2,8

29

-

-

2,9

71

-

2,6

94

-

-

-

1,2

22

5,6

03

-

5,6

03

61

,63

1

9,7

16

5

1,9

15

Tra

inin

g E

xp -

Org

-

-

-

1,0

34

-

-

-

-

-

-

48

8

-

48

8

5

,37

0

1,0

34

4

,33

6

Mile

ag

e R

eim

bu

rse

me

nt

Exp

- O

rg7

57

5

0

1,1

18

2,1

24

1,4

16

1,5

41

1,2

02

50

1

,09

7

2,1

24

7,2

29

2,3

04

4,9

25

79

,51

9

13

,78

3

6

5,7

36

Ve

hic

le E

xp -

Org

3,1

83

2,1

72

3,3

07

1,8

41

3,7

62

3,7

67

2,3

80

1,5

39

3,1

91

3,8

74

2,2

27

2,4

34

(20

7)

24

,49

2

31

,45

0

(6

,95

8)

Re

nt

Exp

- O

rg-

-

-

-

-

-

-

-

-

-

92

-

92

1

,01

1

-

1

,01

1

Te

lep

ho

ne

Exp

- O

rg9

57

4

68

1,1

68

46

8

89

0

90

0

1,1

00

50

0

1

,05

0

90

0

1

,27

4

80

0

47

4

1

4,0

12

9,2

01

4

,81

1

Eq

uip

me

nt

Ma

inta

ne

nce

& R

ep

air

Exp

- O

rg-

-

-

-

-

-

-

-

-

42

4

9

6

-

96

1

,05

2

42

4

62

8

Bu

ildin

g M

ain

ten

an

ce &

Re

pa

ir E

xp -

FA

T -

Org

-

-

-

-

-

-

-

-

-

48

7

-

-

-

-

48

7

(48

7)

Off

ice

Su

pp

lies

Exp

- O

rg9

90

-

53

9

-

40

0

-

88

1

40

0

-

46

4

1

,96

2

26

6

1,6

96

21

,57

7

3,9

40

1

7,6

37

Pri

ntin

g E

xp -

Org

-

90

8

-

-

-

-

-

-

-

-

16

3

-

16

3

1

,79

4

90

8

88

6

Po

sta

ge

Exp

- O

rg-

-

-

-

-

-

-

-

-

-

42

-

42

4

66

-

4

66

Co

mm

un

ica

tio

n C

ost

Exp

- O

rg-

-

-

-

-

-

-

-

-

-

46

2

-

46

2

5

,07

7

-

5

,07

7

Tra

nsl

atio

n E

xp -

Org

-

-

-

-

-

-

-

-

-

-

17

-

17

1

85

-

1

85

Co

mp

ute

r D

ata

ba

se S

erv

ice

s E

xp -

Org

-

-

-

-

-

-

-

-

-

-

83

-

83

9

17

-

9

17

Re

ferr

al L

ea

d E

xp -

Org

-

-

-

-

-

-

-

-

-

-

83

-

83

9

17

-

9

17

Pro

fess

ion

al F

ee

Exp

- O

rg3

92

3

90

-

-

-

-

-

-

-

-

7,6

19

10

,00

0

(2,3

81

)

8

3,8

14

10

,78

2

7

3,0

32

Su

bsc

rip

tio

ns

Exp

- O

rg-

-

-

-

-

13

5

-

-

-

-

17

-

17

1

83

1

35

48

Tra

vel E

xp -

Org

8,8

59

13

,78

5

14

,24

2

21

,17

9

23

,18

6

27

,17

1

22

,74

8

11

,36

1

30

,93

7

13

,08

7

16

,33

7

11

,85

6

4,4

81

17

9,7

03

19

8,4

11

(1

8,7

08

)

Co

nfe

ren

ce E

xp -

Org

-

-

-

-

-

-

-

-

-

-

8

-

8

92

-

9

2

Ra

lly /

Bu

s R

en

tal E

xp -

Org

-

-

-

-

10

0

-

-

-

-

-

-

-

-

-

10

0

(10

0)

Me

mo

rab

ilia

/ G

ive

Aw

ay

Exp

- O

rg-

-

-

-

-

-

-

3,0

87

-

-

2,0

83

-

2,0

83

22

,91

7

3,0

87

1

9,8

30

Me

etin

g E

xp -

Org

3,3

68

13

5

-

90

8

38

12

8

1,3

21

13

3

2

,15

1

25

6

2

12

61

15

1

2

,33

6

8,4

99

(6

,16

3)

Do

na

tio

n E

xp -

Org

-

-

-

-

-

-

-

-

1,2

00

-

24

7

-

24

7

2

,71

3

1,2

00

1

,51

3

SE

IU I

nt'l

Sh

are

Co

st3

60

,00

0

-

-

20

,49

3

-

-

-

-

-

-

-

-

-

36

0,0

00

38

0,4

93

(2

0,4

93

)

TO

TA

L O

RG

AN

IZIN

G E

XP

EN

SE

ST

OT

AL

OR

GA

NIZ

ING

EX

PE

NS

ES

TO

TA

L O

RG

AN

IZIN

G E

XP

EN

SE

ST

OT

AL

OR

GA

NIZ

ING

EX

PE

NS

ES

50

2,3

73

50

2,3

73

50

2,3

73

50

2,3

73

1

28

,28

61

28

,28

61

28

,28

61

28

,28

6

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

16

2,9

76

16

2,9

76

16

2,9

76

16

2,9

76

14

7,1

72

14

7,1

72

14

7,1

72

14

7,1

72

13

7,5

98

13

7,5

98

13

7,5

98

13

7,5

98

1

49

,87

01

49

,87

01

49

,87

01

49

,87

0

1

79

,20

91

79

,20

91

79

,20

91

79

,20

9

3

13

,57

03

13

,57

03

13

,57

03

13

,57

0

1

37

,48

51

37

,48

51

37

,48

51

37

,48

5

1

76

,08

51

76

,08

51

76

,08

51

76

,08

5

3,9

92

,81

93

,99

2,8

19

3,9

92

,81

93

,99

2,8

19

2

,04

0,5

54

2,0

40

,55

42

,04

0,5

54

2,0

40

,55

4

1,9

52

,26

51

,95

2,2

65

1,9

52

,26

51

,95

2,2

65

NE

T I

NC

OM

EN

ET

IN

CO

ME

NE

T I

NC

OM

EN

ET

IN

CO

ME

(16

6,9

42

)(1

66

,94

2)

(16

6,9

42

)(1

66

,94

2)

20

7,1

45

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

17

2,4

55

17

2,4

55

17

2,4

55

17

2,4

55

18

8,2

59

18

8,2

59

18

8,2

59

18

8,2

59

19

7,8

33

19

7,8

33

19

7,8

33

19

7,8

33

1

85

,56

11

85

,56

11

85

,56

11

85

,56

1

1

56

,22

21

56

,22

21

56

,22

21

56

,22

2

2

1,8

61

21

,86

12

1,8

61

21

,86

1

1

97

,94

61

97

,94

61

97

,94

61

97

,94

6

1

76

,08

51

76

,08

51

76

,08

51

76

,08

5

(30

3,0

78

)(3

03

,07

8)

(30

3,0

78

)(3

03

,07

8)

1

,64

9,1

87

1,6

49

,18

71

,64

9,1

87

1,6

49

,18

7

1,9

52

,26

51

,95

2,2

65

1,9

52

,26

51

,95

2,2

65

Y-T

-D

Y-T

-D

Y-T

-D

Y-T

-D

No

vN

ov

No

vN

ov

SE

IU L

OC

AL

52

1S

EIU

LO

CA

L 5

21

SE

IU L

OC

AL

52

1S

EIU

LO

CA

L 5

21

Org

an

izin

gO

rga

niz

ing

Org

an

izin

gO

rga

niz

ing

Inco

me

Sta

tem

en

tIn

com

e S

tate

me

nt

Inco

me

Sta

tem

en

tIn

com

e S

tate

me

nt

Fo

r th

e E

leve

n M

on

ths

En

din

g S

un

da

y, N

ove

mb

er

30

, 2

01

4

Fo

r th

e E

leve

n M

on

ths

En

din

g S

un

da

y, N

ove

mb

er

30

, 2

01

4

Fo

r th

e E

leve

n M

on

ths

En

din

g S

un

da

y, N

ove

mb

er

30

, 2

01

4

Fo

r th

e E

leve

n M

on

ths

En

din

g S

un

da

y, N

ove

mb

er

30

, 2

01

4

N:\

Fin

an

ce\M

on

the

nd

\20

14

\11

14

\In

com

e S

tate

me

nt

- O

RG

11

14

11

14

27 of 63

Page 28: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

28 of 63

Page 29: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU L

ocal

521

Per

Cap

ita A

naly

sis

DO

CU

ME

NT

# 5

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

AB

CD

EF

GH

IJ

KL

MN

OP

RR

EG

ION

1

Co

un

tyO

ffic

eB

CJa

n-1

4F

eb

-14

Ma

r-1

4A

pr-

14

Ma

y-1

4Ju

n-1

4Ju

l-1

4A

ug

-14

Se

p-1

4O

ct-1

4N

ov

-14

AV

ER

AG

E

SC

CS

JC1

2M

Ach

ieve

kid

s9

3

9

7

1

00

98

9

8

9

8

9

8

1

01

1

01

9

5

94

98

SC

CS

JC1

2A

Ach

ieve

kid

s -

Ag

en

cy1

2

2

2

2

2

2

2

4

4

4

2

SC

CS

JC1

2M

Am

eri

can

Re

d C

ross

Blo

od

Se

rvic

es

No

rth

ern

Ca

lifo

rnia

Re

gio

n5

0

4

8

4

8

4

6

4

7

4

7

-

4

7

47

46

-

39

SC

CS

JC1

2A

Am

eri

can

Re

d C

ross

Blo

od

Se

rvic

es

No

rth

ern

Ca

lifo

rnia

Re

gio

n -

Ag

en

cy-

-

-

2

2

2

-

2

1

1

-

1

SC

CS

JC1

2M

Ca

mp

be

ll U

nio

n H

igh

Sch

oo

l D

istr

ict

-

6

1

6

2

6

0

6

2

6

2

6

2

-

42

62

63

49

SC

CS

JC1

2A

Ca

mp

be

ll U

nio

n H

igh

Sch

oo

l D

istr

ict

- A

ge

ncy

-

2

2

2

3

3

3

-

2

2

2

2

SC

CR

WC

26

MC

ity

of

Ea

st P

alo

Alt

o2

0

2

1

2

0

2

0

2

3

2

3

2

4

2

4

24

24

23

22

SC

CR

WC

26

AC

ity

of

Ea

st P

alo

Alt

o -

Ag

en

cy1

2

1

1

1

1

1

2

1

0

9

6

6

6

8

9

9

SM

CR

WC

26

MC

ity

of

Me

nlo

Pa

rk8

1

8

2

8

1

8

2

8

0

7

9

8

8

9

0

87

87

11

9

8

7

SM

CR

WC

26

AC

ity

of

Me

nlo

Pa

rk -

Ag

en

cy1

82

18

2

18

1

19

2

19

0

19

5

21

6

21

9

2

27

1

92

1

62

1

94

SC

CR

WC

26

MC

ity

of

Mo

un

tain

Vie

w1

10

10

7

10

6

10

7

10

7

10

6

10

6

10

6

1

08

1

06

1

06

1

07

SC

CR

WC

26

AC

ity

of

Mo

un

tain

Vie

w -

Ag

en

cy4

0

4

1

4

1

4

2

4

5

4

7

4

9

4

9

46

48

51

45

SC

CR

WC

26

MC

ity

of

Pa

lo A

lto

38

9

40

2

40

3

40

0

40

0

39

8

39

4

39

5

3

86

3

90

3

86

3

95

SC

CR

WC

26

AC

ity

of

Pa

lo A

lto

- A

ge

ncy

24

8

23

8

23

1

24

2

24

4

25

1

24

6

24

8

2

46

2

55

2

63

2

47

SM

CR

WC

26

MC

ity

of

Re

dw

oo

d C

ity

22

9

22

9

22

7

22

7

22

5

22

1

22

8

22

4

2

21

2

18

2

16

2

24

SM

CR

WC

26

AC

ity

of

Re

dw

oo

d C

ity

- A

ge

ncy

10

1

0

1

0

1

2

1

3

1

6

1

0

1

1

10

13

17

12

SM

CR

WC

26

MC

ity

of

Sa

n M

ate

o9

9

1

01

10

5

10

5

10

4

10

2

10

1

98

97

95

11

6

1

02

SM

CR

WC

26

AC

ity

of

Sa

n M

ate

o -

Ag

en

cy7

9

7

4

7

0

7

4

7

6

8

1

8

2

8

6

84

83

75

79

SC

CR

WC

26

MC

ity

of

Su

nn

yva

le3

3

3

4

3

5

3

4

3

5

3

5

3

4

3

6

38

38

37

35

SC

CR

WC

26

AC

ity

of

Su

nn

yva

le -

Ag

en

cy7

8

9

9

8

9

1

0

8

7

7

6

8

SC

CS

JC2

6M

Co

mm

un

ity

So

luti

on

s8

6

8

5

-

8

7

8

9

8

3

8

5

8

2

81

80

79

76

SC

CS

JC2

6A

Co

mm

un

ity

So

luti

on

s -

Ag

en

cy5

0

5

2

-

5

7

5

7

5

8

6

0

6

3

63

64

65

54

SM

CR

WC

26

MC

ou

nty

- S

an

Ma

teo

72

8

73

2

74

2

74

3

75

6

76

2

74

4

74

1

7

88

8

01

8

22

7

60

SM

CR

WC

26

AC

ou

nty

- S

an

Ma

teo

- A

ge

ncy

72

4

72

9

72

8

75

0

81

0

80

6

77

0

75

9

7

17

7

78

7

50

7

56

SC

CS

JC2

6M

Co

un

ty -

Sa

nta

Cla

ra8

,06

2

8

,10

2

8

,12

8

8

,12

3

8

,16

9

8

,11

4

8

,14

1

8

,16

4

8,1

97

8,2

96

8,2

82

8,1

62

SC

CS

JC2

6A

Co

un

ty -

Sa

nta

Cla

ra -

Ag

en

cy9

95

1,0

08

1

,00

1

1

,01

1

1

,01

5

1

,02

8

1

,04

3

1

,04

9

1,0

46

1,0

18

1,0

19

1,0

21

SM

CR

WC

26

MC

ou

rt -

Sa

n M

ate

o C

ou

nty

12

7

12

8

12

8

12

9

13

0

12

8

12

7

12

7

1

29

1

28

1

29

1

28

SM

CR

WC

26

AC

ou

rt -

Sa

n M

ate

o C

ou

nty

- A

ge

ncy

40

4

0

3

8

3

8

3

8

3

8

3

8

4

0

39

42

41

39

SC

CS

JC2

6M

Co

urt

- S

an

ta C

lara

Co

un

ty5

29

52

0

-

5

32

52

1

52

2

51

6

51

7

5

11

5

14

5

13

4

72

SC

CS

JC2

6A

Co

urt

- S

an

ta C

lara

Co

un

ty -

Ag

en

cy8

8

-

6

6

7

7

7

7

7

7

6

SC

CS

JC1

2M

Cu

pe

rtin

o U

nio

n S

cho

ol

Dis

tric

t5

5

1

54

16

7

16

7

17

3

17

6

17

4

11

6

1

75

1

75

1

74

1

55

SC

CS

JC1

2A

Cu

pe

rtin

o U

nio

n S

cho

ol

Dis

tric

t -

Ag

en

cy1

8

3

3

2

2

2

1

1

6

1

6

1

7

2

14

14

15

17

SC

CS

JC2

6M

Ga

rdn

er

Fa

mil

y C

are

Co

rpo

rati

on

12

2

12

2

11

8

11

5

11

9

12

0

12

6

12

3

1

27

1

27

1

28

1

22

SC

CS

JC2

6A

Ga

rdn

er

Fa

mil

y C

are

Co

rpo

rati

on

- A

ge

ncy

11

1

2

1

1

1

2

1

0

9

8

1

1

9

11

12

11

SC

CS

JC2

4M

Ho

pe

Se

rvic

es

83

8

5

8

4

8

6

8

1

8

1

8

0

8

0

78

79

78

81

SC

CS

JC2

4A

Ho

pe

Se

rvic

es

- A

ge

ncy

84

8

5

8

5

8

7

8

6

8

2

8

1

8

4

85

82

83

84

SC

CS

JC2

6M

Ho

usi

ng

Au

tho

rity

of

the

Co

un

ty o

f S

an

ta C

lara

53

5

3

5

3

5

3

5

4

5

3

5

3

5

0

52

51

50

52

SC

CS

JC2

6A

Ho

usi

ng

Au

tho

rity

of

the

Co

un

ty o

f S

an

ta C

lara

- A

ge

ncy

12

1

1

1

1

1

1

1

1

1

1

1

0

1

1

12

11

12

11

SC

CS

JC2

6M

Hu

ma

ne

So

cie

ty o

f S

ilic

on

Va

lle

y1

3

1

3

1

3

1

3

-

1

4

1

4

1

4

14

-

17

11

N:\F

inan

ce\M

onth

end\

2014

\111

4\P

er C

apita

Ana

lysi

s 11

14.x

lsx2

014

1 of

61/

6/20

15

33 of 63

Page 30: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU L

ocal

521

Per

Cap

ita A

naly

sis

DO

CU

ME

NT

# 5

2A

BC

DE

FG

HI

JK

LM

NO

PR

Co

un

tyO

ffic

eB

CJa

n-1

4F

eb

-14

Ma

r-1

4A

pr-

14

Ma

y-1

4Ju

n-1

4Ju

l-1

4A

ug

-14

Se

p-1

4O

ct-1

4N

ov

-14

AV

ER

AG

E

42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81

SC

CS

JC2

6A

Hu

ma

ne

So

cie

ty o

f S

ilic

on

Va

lle

y -

Ag

en

cy1

6

1

6

1

6

1

6

-

1

6

1

4

1

4

12

-

11

12

SC

CS

JC2

4M

Law

Fo

un

da

tio

n o

f S

ilic

on

Va

lle

y5

1

5

0

4

9

4

8

4

7

4

7

4

7

4

6

47

52

51

49

SC

CS

JC2

4A

Law

Fo

un

da

tio

n o

f S

ilic

on

Va

lle

y -

Ag

en

cy2

1

2

2

1

3

3

2

3

2

2

2

SC

CS

JC2

4M

MA

CS

A,

Inc

-

-

3

-

-

-

-

-

-

-

-

0

SC

CS

JC2

6M

Mo

me

ntu

m f

or

Me

nta

l H

ea

lth

23

4

23

6

23

5

23

7

23

8

24

3

25

5

24

9

2

48

2

41

2

45

2

42

SC

CS

JC2

6A

Mo

me

ntu

m f

or

Me

nta

l H

ea

lth

- A

ge

ncy

9

1

0

1

0

1

1

1

0

8

8

1

0

9

9

8

9

SC

CS

JC1

2M

Mo

rga

n H

ill

Un

ifie

d S

cho

ol

Dis

tric

t-

3

06

-

3

04

29

5

29

9

29

7

74

-

30

7

3

02

1

99

SC

CS

JC1

2A

Mo

rga

n H

ill

Un

ifie

d S

cho

ol

Dis

tric

t -

Ag

en

cy-

7

-

8

9

8

8

2

-

8

7

5

SC

CS

JC1

2M

Orc

ha

rd S

cho

ol

Dis

tric

t-

2

4

2

4

2

3

2

3

2

3

2

3

-

-

-

24

15

SC

CS

JC1

2A

Orc

ha

rd S

cho

ol

Dis

tric

t -

Ag

en

cy-

3

3

3

3

3

2

-

-

-

2

2

SM

CR

WC

12

MP

en

insu

la J

ew

ish

Co

mm

un

ity

Ce

nte

r6

1

6

4

6

1

-

6

2

-

1

4

1

4

16

59

-

32

SC

CS

JC2

6M

Re

be

ka

h C

hil

dre

n's

Se

rvic

es

67

6

6

6

7

6

8

6

3

6

7

6

7

6

9

68

70

69

67

SC

CS

JC2

6A

Re

be

ka

h C

hil

dre

n's

Se

rvic

es

- A

ge

ncy

2

1

4

7

8

9

9

8

7

8

9

7

SC

CS

JC1

2M

Sa

n A

nd

rea

s R

eg

ion

al

Ce

nte

r1

90

19

1

19

2

19

9

20

0

20

2

21

7

21

4

2

15

2

13

2

11

2

04

SC

CS

JC1

2A

Sa

n A

nd

rea

s R

eg

ion

al

Ce

nte

r -

Ag

en

cy2

0

2

0

1

9

1

9

2

0

2

0

8

8

8

8

8

14

SC

CS

JC1

2M

Sa

nta

Cla

ra C

OE

78

7

77

9

77

6

77

4

78

0

77

5

73

2

55

5

7

44

7

49

7

63

7

47

SC

CS

JC1

2A

Sa

nta

Cla

ra C

OE

- A

ge

ncy

51

4

51

7

52

9

53

3

54

5

53

3

53

3

40

3

4

87

4

90

5

20

5

09

SC

CS

JC2

6M

Sa

nta

Cla

ra V

all

ey

Tra

nsp

ort

ati

on

Au

tho

rity

25

1

24

9

24

9

24

6

24

5

24

4

24

6

24

1

2

38

2

40

2

38

2

44

SC

CS

JC2

6A

Sa

nta

Cla

ra V

all

ey

Tra

nsp

ort

ati

on

Au

tho

rity

- A

ge

ncy5

5

5

6

7

7

6

6

6

5

6

6

SC

CS

JC2

4M

Sta

rlig

ht

Co

mm

un

ity

Se

rvic

es

59

6

0

5

9

5

4

5

5

5

4

4

9

5

2

49

46

51

53

RE

GIO

N 2

SB

CS

NS

24

MC

ha

mb

erl

ain

's C

hil

dre

n C

en

ter

37

3

5

-

4

2

4

1

-

-

4

2

37

40

-

25

SB

CS

NS

24

AC

ha

mb

erl

ain

's C

hil

dre

n C

en

ter

- A

ge

ncy

1

-

-

-

-

-

-

-

-

1

-

0

MR

YS

NS

26

MC

HIS

PA

Ho

usi

ng

Ma

na

ge

me

nt

Inc

28

2

9

-

3

1

3

1

3

1

2

9

2

9

29

28

29

27

MR

YS

NS

26

MC

ity

of

Gre

en

fie

ld1

4

-

1

4

1

5

-

1

4

1

4

1

4

14

14

14

12

MR

YS

NS

26

AC

ity

of

Gre

en

fie

ld -

Ag

en

cy-

-

-

-

-

-

-

-

-

-

-

-

SB

CS

NS

26

MC

ity

of

Ho

llis

ter

34

3

3

3

4

3

3

3

3

3

3

3

3

3

3

32

33

32

33

SB

CS

NS

26

AC

ity

of

Ho

llis

ter

- A

ge

ncy

5

5

5

6

5

5

5

5

5

5

5

5

MR

YS

NS

26

MC

ity

of

Kin

g C

ity

8

8

9

9

8

1

0

1

0

1

0

10

9

9

9

MR

YS

NS

26

AC

ity

of

Kin

g C

ity

- A

ge

ncy

4

4

3

3

3

2

2

2

2

2

2

3

MR

YS

NS

12

MC

ity

of

Sa

lin

as

85

8

5

8

4

8

4

8

3

8

3

8

3

8

3

83

83

85

84

MR

YS

NS

12

AC

ity

of

Sa

lin

as

- A

ge

ncy

11

1

10

9

10

9

10

8

10

8

10

9

10

9

10

7

1

08

1

07

1

03

1

08

SC

RS

CR

26

MC

ity

of

Sa

nta

Cru

z4

48

46

1

48

1

49

4

50

7

51

4

49

1

51

8

4

88

4

81

4

52

4

85

SC

RS

CR

26

AC

ity

of

Sa

nta

Cru

z -

Ag

en

cy1

80

18

4

19

2

19

0

19

4

20

1

20

5

21

1

1

91

1

88

1

78

1

92

SC

RS

CR

12

MC

ity

of

Sco

tts

Va

lle

y2

1

2

1

2

1

2

1

2

3

2

3

2

3

2

3

23

23

23

22

SC

RS

CR

12

AC

ity

of

Sco

tts

Va

lle

y -

Ag

en

cy-

-

-

-

-

-

-

-

-

-

-

-

MR

YS

NS

26

MC

ity

of

So

led

ad

30

2

9

2

8

2

8

2

7

2

7

2

6

2

6

26

26

26

27

MR

YS

NS

26

AC

ity

of

So

led

ad

- A

ge

ncy

-

-

-

-

-

-

-

-

-

-

-

-

SC

RS

CR

24

MC

ity

of

Wa

tso

nvil

le5

0

4

8

4

7

5

0

4

9

4

9

4

9

4

9

49

50

50

49

SC

RS

CR

24

AC

ity

of

Wa

tso

nvil

le -

Ag

en

cy3

3

3

3

3

4

4

4

4

3

3

3

N:\F

inan

ce\M

onth

end\

2014

\111

4\P

er C

apita

Ana

lysi

s 11

14.x

lsx2

014

2 of

61/

6/20

15

34 of 63

Page 31: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU L

ocal

521

Per

Cap

ita A

naly

sis

DO

CU

ME

NT

# 5

2A

BC

DE

FG

HI

JK

LM

NO

PR

Co

un

tyO

ffic

eB

CJa

n-1

4F

eb

-14

Ma

r-1

4A

pr-

14

Ma

y-1

4Ju

n-1

4Ju

l-1

4A

ug

-14

Se

p-1

4O

ct-1

4N

ov

-14

AV

ER

AG

E

82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100

101

102

103

104

105

106

107

108

109

110

111

112

113

114

115

116

117

118

119

120

121

SC

RS

CR

12

MC

om

mu

nit

y B

rid

ge

s1

02

10

0

10

0

-

1

02

10

0

10

0

11

2

1

09

1

06

1

05

9

4

SC

RS

CR

12

AC

om

mu

nit

y B

rid

ge

s -

Ag

en

cy1

3

1

4

1

4

-

1

9

2

0

1

9

1

2

11

10

9

13

MR

YS

NS

12

MC

ou

nty

- M

on

tere

y2

,08

2

2

,09

0

2

,09

3

2

,10

2

2

,10

2

2

,10

8

2

,08

8

2

,09

2

2,0

95

2,0

96

2,0

85

2,0

94

MR

YS

NS

12

AC

ou

nty

- M

on

tere

y -

Ag

en

cy6

17

64

6

64

5

65

1

67

7

68

5

70

5

72

3

7

32

7

37

7

46

6

88

SB

CS

NS

26

MC

ou

nty

- S

an

Be

nit

o1

26

12

4

12

5

12

3

10

8

11

0

10

9

11

4

1

11

1

09

1

11

1

15

SB

CS

NS

26

AC

ou

nty

- S

an

Be

nit

o -

Ag

en

cy9

1

9

2

9

0

8

8

1

00

10

0

10

7

10

4

1

03

1

01

1

03

9

8

SC

RS

CR

26

MC

ou

nty

- S

an

ta C

ruz

1,4

28

1

,43

8

1

,44

1

1

,46

4

1

,48

6

1

,50

0

1

,48

5

1

,49

1

1,4

71

1,4

89

1,4

65

1,4

69

SC

RS

CR

26

AC

ou

nty

- S

an

ta C

ruz

- A

ge

ncy

81

8

2

7

6

8

4

1

04

10

9

11

3

11

2

1

08

1

05

1

10

9

9

MR

YS

NS

12

MC

ou

rt -

Mo

nte

rey

Co

un

ty8

8

8

5

8

7

-

8

4

8

5

8

4

8

5

-

-

84

62

MR

YS

NS

12

AC

ou

rt -

Mo

nte

rey

Co

un

ty -

Ag

en

cy3

8

3

6

4

0

-

3

8

3

9

3

8

3

8

-

-

37

28

SB

CS

NS

26

MC

ou

rt -

Sa

n B

en

ito

Co

un

ty1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

11

11

11

11

SB

CS

NS

26

AC

ou

rt -

Sa

n B

en

ito

Co

un

ty -

Ag

en

cy1

0

1

0

1

0

1

0

1

0

1

0

1

0

1

0

10

10

10

10

SC

RS

CR

26

MC

ou

rt -

Sa

nta

Cru

z C

ou

nty

89

9

1

9

1

9

2

9

2

9

2

9

2

9

4

92

92

91

92

SC

RS

CR

26

AC

ou

rt -

Sa

nta

Cru

z C

ou

nty

- A

ge

ncy

2

1

1

-

-

-

-

-

-

-

-

0

SC

RS

CR

12

ME

nco

mp

ass

CS

70

7

2

7

2

7

6

7

5

7

6

2

5

3

2

73

78

79

66

SC

RS

CR

12

AE

nco

mp

ass

CS

- A

ge

ncy

17

1

7

1

7

1

7

1

7

1

6

7

7

18

17

17

15

MR

YS

NS

12

MH

ou

sin

g A

uth

ori

ty o

f th

e C

ou

nty

of

Mo

nte

rey

54

5

6

5

6

5

7

5

7

5

7

5

7

5

7

56

56

54

56

MR

YS

NS

12

AH

ou

sin

g A

uth

ori

ty o

f th

e C

ou

nty

of

Mo

nte

rey

- A

ge

ncy

4

3

3

3

3

3

3

3

3

3

3

3

MR

YS

NS

26

MM

AO

F8

6

8

6

8

8

9

4

9

4

9

7

1

01

10

3

1

03

1

03

1

03

9

6

MR

YS

NS

26

AM

AO

F -

Ag

en

cy3

3

3

4

4

5

6

4

4

4

5

4

SC

RS

CR

12

MM

on

arc

h S

erv

ice

s1

9

2

0

-

2

0

1

9

1

9

2

0

1

8

21

21

22

18

MR

YS

NS

26

MM

on

tere

y B

ay

Un

ifie

d A

ir P

oll

uti

on

Co

ntr

ol

Dis

tric

t26

2

6

2

6

2

6

2

6

2

5

2

6

2

6

25

25

-

23

MR

YS

NS

12

MM

V P

ub

lic

Tra

nsp

ort

ati

on

99

1

01

98

1

03

10

1

96

9

0

9

4

15

16

15

75

SC

RS

CR

26

MS

alu

d P

ara

la

Ge

nte

In

c1

19

11

6

12

5

12

9

13

1

13

1

13

0

12

7

1

30

1

35

1

32

1

28

SC

RS

CR

26

AS

alu

d P

ara

la

Ge

nte

In

c -

Ag

en

cy1

1

2

-

-

-

1

1

1

1

2

1

SB

CS

NS

26

MS

an

Be

nit

o C

ou

nty

Wa

ter

Dis

tric

t1

3

1

3

1

3

1

3

1

3

1

2

1

2

1

2

12

12

11

12

SC

RS

CR

12

MS

an

Lo

ren

zo V

all

ey

Un

ifie

d S

cho

ol

Dis

tric

t9

5

9

5

9

4

9

4

9

4

9

3

1

00

-

41

97

92

81

SC

RS

CR

12

AS

an

Lo

ren

zo V

all

ey

Un

ifie

d S

cho

ol

Dis

tric

t -

Ag

en

cy9

9

8

1

1

1

1

1

3

5

-

1

6

11

8

SC

RS

CR

26

MS

an

ta C

ruz

Co

un

ty R

eg

ion

al

Tra

nsp

ort

ati

on

Co

mm

issi

on

12

1

2

1

2

1

2

1

2

1

2

1

2

1

2

12

12

12

12

SC

RS

CR

26

AS

an

ta C

ruz

Co

un

ty R

eg

ion

al

Tra

nsp

ort

ati

on

Co

mm

issi

on

- A

ge

ncy

-

-

-

-

-

-

-

-

-

-

-

-

SC

RS

CR

26

MS

an

ta C

ruz

Me

tro

96

9

4

9

4

9

6

9

6

9

4

9

4

9

7

98

96

97

96

SC

RS

CR

26

AS

an

ta C

ruz

Me

tro

- A

ge

ncy

2

2

2

2

1

1

1

1

1

1

1

1

SC

CS

CR

12

MS

oq

ue

l C

ree

k W

ate

r D

istr

ict

14

1

3

1

3

1

3

1

4

1

4

1

4

1

4

14

13

13

14

SC

RS

CR

26

MY

WC

A o

f W

ats

on

vil

le1

2

1

4

1

4

1

5

1

4

1

3

1

3

1

0

10

10

10

12

RE

GIO

N 3

MA

RF

AT

12

MC

ou

nty

- M

ari

po

sa1

43

14

5

14

2

14

1

13

7

13

8

13

6

13

4

1

35

1

36

1

38

1

39

MA

RF

AT

12

AC

ou

nty

- M

ari

po

sa -

Ag

en

cy7

3

7

1

7

0

7

2

7

3

7

5

7

4

7

6

78

77

78

74

ST

AF

AT

26

MC

ou

nty

- S

tan

isla

us

41

2

41

2

43

0

43

5

43

5

43

5

43

2

43

4

4

34

4

74

4

74

4

37

ST

AF

AT

26

AC

ou

nty

- S

tan

isla

us

- A

ge

ncy

86

8

8

7

7

7

6

7

4

7

5

7

7

7

5

72

48

49

72

TU

OF

AT

24

MC

ou

nty

- T

uo

lum

ne

14

1

4

1

4

1

4

1

4

1

3

1

4

1

6

19

19

18

15

N:\F

inan

ce\M

onth

end\

2014

\111

4\P

er C

apita

Ana

lysi

s 11

14.x

lsx2

014

3 of

61/

6/20

15

35 of 63

Page 32: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU L

ocal

521

Per

Cap

ita A

naly

sis

DO

CU

ME

NT

# 5

2A

BC

DE

FG

HI

JK

LM

NO

PR

Co

un

tyO

ffic

eB

CJa

n-1

4F

eb

-14

Ma

r-1

4A

pr-

14

Ma

y-1

4Ju

n-1

4Ju

l-1

4A

ug

-14

Se

p-1

4O

ct-1

4N

ov

-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

MA

RF

AT

12

MC

ou

rt -

Ma

rip

osa

Co

un

ty7

7

7

8

8

8

8

8

8

8

8

8

MA

RF

AT

12

AC

ou

rt -

Ma

rip

osa

Co

un

ty -

Ag

en

cy-

-

-

-

-

-

-

-

-

-

-

-

ME

RF

AT

26

MG

old

en

Va

lle

y H

ea

lth

Ce

nte

r4

27

41

3

42

6

42

7

41

9

43

5

43

6

45

0

4

43

4

47

4

47

4

34

ME

RF

AT

26

AG

old

en

Va

lle

y H

ea

lth

Ce

nte

r -

Ag

en

cy9

7

3

6

6

1

0

1

0

5

10

13

26

10

ST

AF

AT

12

MS

ali

da

Un

ion

Sch

oo

l D

istr

ict

- H

ea

dst

art

29

2

9

3

2

3

2

3

2

3

2

3

2

3

1

30

30

32

31

ST

AF

AT

12

AS

ali

da

Un

ion

Sch

oo

l D

istr

ict

- H

ea

dst

art

- A

ge

ncy

5

5

2

2

2

2

2

3

3

4

3

3

RE

GIO

N 4

FA

TF

AT

24

MC

en

tra

l C

ali

forn

ia L

eg

al

Se

rvic

es

41

4

6

4

6

4

7

4

6

4

4

4

4

4

4

44

44

44

45

FA

TF

AT

26

MC

ity

of

Co

ali

ng

a2

5

2

5

2

5

2

5

2

3

2

3

2

2

2

2

21

20

20

23

FA

TF

AT

26

AC

ity

of

Co

ali

ng

a -

Ag

en

cy2

3

3

4

5

6

6

6

6

6

8

5

MA

DF

AT

26

MC

om

mu

nit

y A

ctio

n P

art

ne

rsh

ip o

f M

ad

era

73

7

1

7

1

4

3

7

8

7

6

5

3

5

3

76

74

73

67

MA

DF

AT

26

AC

om

mu

nit

y A

ctio

n P

art

ne

rsh

ip o

f M

ad

era

- A

ge

ncy3

5

3

6

3

5

1

4

4

5

4

6

3

8

4

3

49

49

50

40

FA

TF

AT

26

MC

ou

nty

- F

resn

o2

,67

3

2

,68

4

2

,69

4

2

,70

5

2

,69

6

2

,70

7

2

,70

2

2

,66

1

2,6

93

2,7

53

2,7

60

2,7

03

FA

TF

AT

26

AC

ou

nty

- F

resn

o -

Ag

en

cy1

,26

8

1

,26

8

1

,26

1

1

,31

2

1

,29

4

1

,28

7

1

,27

6

1

,29

3

1,3

03

1,2

05

1,2

09

1,2

71

MA

DF

AT

12

MC

ou

nty

- M

ad

era

CO

MP

A5

9

6

0

6

0

5

8

6

0

5

7

-

5

6

58

56

55

53

MA

DF

AT

12

MC

ou

nty

- M

ad

era

SE

MC

25

2

5

2

5

2

5

2

4

2

4

2

4

2

1

22

20

20

23

FA

TF

AT

26

MC

ou

rt -

Fre

sno

Co

un

ty2

32

22

9

22

8

23

0

22

9

22

9

22

7

22

8

2

26

2

26

2

28

2

28

FA

TF

AT

26

AC

ou

rt -

Fre

sno

Co

un

ty -

Ag

en

cy3

9

3

8

3

8

4

0

3

9

3

8

3

8

3

7

37

35

35

38

FA

TF

AT

12

MD

en

tal

So

urc

e3

3

3

3

3

3

3

3

3

3

3

3

FA

TF

AT

12

MF

AS

TA

-

2

49

28

3

29

2

30

9

31

3

29

0

26

2

7

7

30

4

-

21

6

FA

TF

AT

12

AF

AS

TA

- A

ge

ncy

4

3

31

43

0

43

2

43

9

41

3

43

5

51

4

7

1

43

5

-

31

9

FA

TF

AT

26

MF

irst

Stu

de

nt

21

4

21

4

21

3

21

5

21

8

21

6

15

6

13

2

2

09

2

14

2

10

2

01

FA

TF

AT

24

MF

resn

o H

ou

sin

g A

uth

ori

ty8

9

9

0

9

0

8

8

8

9

9

0

9

2

9

3

93

95

92

91

FA

TF

AT

24

AF

resn

o H

ou

sin

g A

uth

ori

ty -

Ag

en

cy3

3

3

2

3

2

3

0

3

0

3

0

3

1

3

0

30

28

28

30

FA

TF

AT

12

MF

resn

o U

nif

ied

Sch

oo

l D

istr

ict

58

4

48

46

8

46

9

46

8

46

8

48

7

48

7

4

82

4

81

-

39

2

FA

TF

AT

12

AF

resn

o U

nif

ied

Sch

oo

l D

istr

ict

- A

ge

ncy

28

1

11

89

9

2

9

6

9

0

8

0

8

1

81

85

-

76

FA

TF

AT

12

MR

ive

rda

le U

nif

ied

Sch

oo

l D

istr

ict

49

4

9

4

9

4

8

4

9

4

9

4

9

4

9

49

48

52

49

FA

TF

AT

12

AR

ive

rda

le U

nif

ied

Sch

oo

l D

istr

ict

- A

ge

ncy

9

9

8

8

8

8

8

8

9

8

8

8

RE

GIO

N 5

KE

RB

FL

26

MB

ea

r V

all

ey

Co

mm

un

ity

Se

rvic

es

Dis

tric

t2

4

2

4

2

5

2

5

2

3

2

3

2

3

2

2

22

22

22

23

KE

RB

FL

26

AB

ea

r V

all

ey

Co

mm

un

ity

Se

rvic

es

Dis

tric

t -

Ag

en

cy1

1

2

2

2

2

2

2

2

2

2

2

KE

RB

FL

26

MC

ity

of

Arv

in2

0

1

9

1

9

1

8

1

8

1

9

2

0

2

0

21

20

20

19

KE

RB

FL

26

AC

ity

of

Arv

in -

Ag

en

cy-

-

1

1

1

1

2

1

1

1

2

1

KE

RB

FL

26

MC

ity

of

Ba

ke

rsfi

eld

50

9

50

7

51

6

52

8

51

6

49

9

52

2

52

1

5

19

5

14

5

23

5

16

KE

RB

FL

26

AC

ity

of

Ba

ke

rsfi

eld

- A

ge

ncy

21

2

21

6

21

1

20

5

21

2

23

4

21

3

21

2

2

20

2

21

2

25

2

16

KIN

HJO

26

MC

ity

of

Ha

nfo

rd1

12

11

1

11

1

11

0

11

1

10

9

10

9

10

7

1

04

1

05

1

05

1

09

KIN

HJO

26

AC

ity

of

Ha

nfo

rd -

Ag

en

cy2

2

2

2

2

2

2

4

2

4

2

4

2

5

2

5

26

26

28

24

TU

LV

IS2

6M

Cit

y o

f Li

nd

say

5

5

-

5

7

-

7

7

-

7

7

5

KE

RB

FL

26

MC

ity

of

Sh

aft

er

12

1

2

1

2

1

2

1

2

1

2

1

2

1

2

12

12

12

12

KE

RB

FL

26

MC

ity

of

Ta

ft1

2

1

2

1

2

1

2

1

2

1

2

1

2

1

2

11

11

13

12

N:\F

inan

ce\M

onth

end\

2014

\111

4\P

er C

apita

Ana

lysi

s 11

14.x

lsx2

014

4 of

61/

6/20

15

36 of 63

Page 33: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU L

ocal

521

Per

Cap

ita A

naly

sis

DO

CU

ME

NT

# 5

2A

BC

DE

FG

HI

JK

LM

NO

PR

Co

un

tyO

ffic

eB

CJa

n-1

4F

eb

-14

Ma

r-1

4A

pr-

14

Ma

y-1

4Ju

n-1

4Ju

l-1

4A

ug

-14

Se

p-1

4O

ct-1

4N

ov

-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

AC

ity

of

Ta

ft -

Ag

en

cy1

1

-

-

-

-

-

-

-

-

-

0

KE

RB

FL

26

MC

ity

of

Wa

sco

37

3

7

3

7

3

7

3

7

3

7

3

7

3

7

37

39

39

37

KE

RB

FL

26

AC

ity

of

Wa

sco

- A

ge

ncy

8

9

9

1

0

1

0

9

1

0

8

8

7

7

9

KE

RB

FL

26

MC

om

mu

nit

y A

ctio

n P

art

ne

rsh

ip o

f K

ern

27

1

27

5

27

4

27

2

26

9

27

5

13

1

11

6

2

50

2

46

2

54

2

39

KE

RB

FL

26

AC

om

mu

nit

y A

ctio

n P

art

ne

rsh

ip o

f K

ern

- A

ge

ncy

45

4

5

4

5

4

6

4

3

4

2

2

0

1

9

40

38

37

38

KE

RB

FL

26

MC

ou

nty

- K

ern

2,8

84

2

,85

8

2

,86

5

2

,99

7

2

,83

5

2

,80

5

2

,79

9

2

,77

1

2,7

68

2,7

70

2,8

23

2,8

34

KE

RB

FL

26

AC

ou

nty

- K

ern

- A

ge

ncy

2,2

01

2

,19

7

2

,19

2

2

,03

5

2

,18

4

2

,19

0

2

,16

9

2

,17

7

2,1

89

2,2

04

2,1

15

2,1

68

KIN

HJO

26

MC

ou

nty

- K

ing

s2

3

2

3

2

4

2

4

2

4

2

2

2

3

2

3

23

22

23

23

TU

LV

IS2

6M

Co

un

ty -

Tu

lare

8

21

81

9

83

9

83

3

83

3

83

0

80

1

83

9

8

39

8

37

8

26

8

29

TU

LV

IS2

6A

Co

un

ty -

Tu

lare

- A

ge

ncy

51

1

52

2

53

5

53

5

60

8

62

2

63

0

58

8

5

90

5

98

5

97

5

76

KE

RB

FL

26

MC

ou

rt -

Ke

rn C

ou

nty

2

46

24

4

24

5

24

5

25

0

24

9

24

7

24

4

2

47

2

48

2

46

2

46

KE

RB

FL

26

AC

ou

rt -

Ke

rn C

ou

nty

- A

ge

ncy

86

8

8

9

3

9

2

9

3

9

4

9

7

9

6

10

3

1

15

1

15

9

7

KIN

HJO

26

MC

ou

rt -

Kin

gs

Co

un

ty

53

5

3

5

3

5

3

5

2

5

2

4

9

4

9

49

46

49

51

KIN

HJO

26

AC

ou

rt -

Kin

gs

Co

un

ty -

Ag

en

cy1

1

-

-

-

-

3

3

4

6

5

2

TU

LV

IS2

6M

Co

urt

- T

ula

re C

ou

nty

15

4

15

2

14

9

14

7

14

6

14

0

14

3

14

1

1

41

1

40

1

59

1

47

TU

LV

IS2

6A

Co

urt

- T

ula

re C

ou

nty

- A

ge

ncy

16

1

6

1

7

1

9

2

0

2

1

2

3

2

3

26

30

13

20

KE

RB

FL

12

ME

dis

on

Ele

me

nta

ry S

cho

ol

Dis

tric

t1

8

1

8

1

7

1

7

1

7

1

7

1

7

-

-

16

16

14

KE

RB

FL

26

MK

ern

Co

un

ty W

ate

r A

ge

ncy

23

2

3

2

3

2

3

2

3

2

3

2

3

2

3

24

24

24

23

KE

RB

FL

26

AK

ern

Co

un

ty W

ate

r A

ge

ncy

- A

ge

ncy

27

2

6

2

5

2

6

2

7

2

7

2

7

2

7

26

27

26

26

KE

RB

FL

26

MK

ern

Re

gio

na

l C

en

ter

14

5

14

4

14

2

14

3

14

2

14

3

14

3

14

2

1

42

1

40

1

42

1

43

KE

RB

FL

26

AK

ern

Re

gio

na

l C

en

ter

- A

ge

ncy

8

8

8

9

9

9

8

8

9

8

8

8

KIN

HJO

26

MK

ing

s C

om

mu

nit

y A

ctio

n O

rga

niz

ati

on

22

2

2

2

2

-

6

1

3

1

4

5

13

13

13

13

TU

LV

IS2

4M

Lin

dsa

y-S

tra

thm

ore

Irr

iga

tio

n D

istr

ict

2

2

2

2

2

2

2

2

2

2

2

2

KE

RB

FL

26

MN

ort

h K

ern

Ce

me

tery

Dis

tric

t-

-

-

-

-

-

-

-

-

3

3

1

KE

RB

FL

26

MP

ub

lic

Ce

me

tery

Dis

tric

t #

13

3

3

3

3

3

3

3

3

3

3

3

KE

RB

FL

26

AP

ub

lic

Ce

me

tery

Dis

tric

t #

1 -

Ag

en

cy-

-

-

-

-

-

-

-

-

-

-

-

KE

RB

FL

12

MS

tan

da

rd S

cho

ol

Dis

tric

t4

6

4

5

4

4

4

3

4

4

4

4

-

-

42

43

41

36

SB

AV

IS1

2M

Stu

de

nt

Tra

nsp

ort

ati

on

of

Am

eri

ca3

3

3

3

-

3

2

-

3

2

2

3

-

33

-

25

19

KE

RB

FL

12

MT

aft

Un

ion

Hig

h S

cho

ol

Dis

tric

t2

2

2

1

2

1

2

1

2

1

2

1

2

4

1

2

24

25

25

22

RE

GIO

N 6

SM

CR

WC

24

MA

dd

us

He

alt

hca

re I

nc.

31

3

0

3

0

3

3

3

4

3

3

3

4

3

2

29

31

2

29

SM

CR

WC

24

AA

dd

us

He

alt

hca

re I

nc.

- A

ge

ncy

-

-

-

6

8

1

2

1

1

9

12

9

-

6

SM

CR

WC

12

MIH

SS

Co

nso

rtiu

m-

-

-

-

-

-

-

-

-

-

21

21

SM

CR

WC

12

AIH

SS

Co

nso

rtiu

m -

Ag

en

cy-

-

-

-

-

-

-

-

-

-

18

18

SM

CR

WC

12

MIH

SS

Sa

n M

ate

o1

,91

9

1

,91

0

1

,89

9

2

,01

2

2

,13

1

2

,40

1

2

,40

7

2

,42

3

2,4

01

2,3

86

2,3

67

2,2

05

SM

CR

WC

12

AIH

SS

Sa

n M

ate

o -

Ag

en

cy,

op

en

sh

op

7

/14

1,2

76

1

,28

6

1

,27

9

1

,23

8

1

,09

7

8

81

-

-

-

-

-

64

2

SC

CS

JC1

2M

IHS

S S

an

ta C

lara

7,9

46

8

,23

2

8

,28

4

8

,64

3

1

0,1

89

11

,16

9

1

1,2

78

11

,25

6

11

,09

9

11

,06

1

10

,96

8

10

,01

1

SC

CS

JC1

2A

IHS

S S

an

ta C

lara

- A

ge

ncy

, o

pe

n s

ho

p 7

/14

7,0

82

7

,10

9

6

,98

0

6

,29

8

4

,76

1

3

,93

2

-

-

-

-

-

3,2

87

SC

CS

JC2

6M

Inst

itu

te o

n A

gin

g/O

lde

r A

du

lts

Ca

re M

an

ag

em

en

t1

42

13

2

13

4

13

3

12

7

12

7

12

9

11

9

1

27

1

36

1

39

1

31

SC

CS

JC2

6A

Inst

itu

te o

n A

gin

g/O

lde

r A

du

lts

Ca

re M

an

ag

em

en

t -

Ag

en

cy1

7

1

9

2

0

3

4

3

7

3

7

3

5

4

3

48

7

17

29

N:\F

inan

ce\M

onth

end\

2014

\111

4\P

er C

apita

Ana

lysi

s 11

14.x

lsx2

014

5 of

61/

6/20

15

37 of 63

Page 34: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SE

IU L

ocal

521

Per

Cap

ita A

naly

sis

DO

CU

ME

NT

# 5

2A

BC

DE

FG

HI

JK

LM

NO

PR

Co

un

tyO

ffic

eB

CJa

n-1

4F

eb

-14

Ma

r-1

4A

pr-

14

Ma

y-1

4Ju

n-1

4Ju

l-1

4A

ug

-14

Se

p-1

4O

ct-1

4N

ov

-14

AV

ER

AG

E

202

203

204

205

206

207

208

209

210

211

212

SC

CR

WC

12

MP

ath

wa

ys

Co

nti

nu

ou

s C

are

83

8

2

7

8

7

9

-

7

3

-

6

4

65

-

59

53

SC

CR

WC

12

AP

ath

wa

ys

Co

nti

nu

ou

s C

are

- A

ge

ncy

46

5

3

5

3

7

4

-

7

7

-

6

3

85

-

77

48

RE

GIO

N O

TH

ER

SC

CS

JC1

2M

Ch

ild

Ca

re P

rovid

ers

Un

ite

d C

ali

forn

ia3

81

37

3

34

0

38

5

41

1

34

6

39

5

36

9

4

07

4

39

4

06

3

87

SC

CS

JC2

6M

Loca

l 5

21

Sta

ff &

Off

ice

rs3

5

3

2

3

2

3

4

3

4

3

3

3

2

3

3

32

33

32

33

SC

CS

JC1

2M

Re

tire

d M

em

be

rs C

ha

pte

r (5

21

)8

28

48

8

40

8

36

9

57

2

32

8

33

0

33

1

3

22

3

81

3

67

4

29

To

tal

Me

mb

ers

39

,49

3

4

0,5

61

39

,67

2

4

1,1

22

43

,05

2

4

3,9

59

43

,55

9

4

2,9

96

4

3,1

48

4

3,9

80

4

3,1

48

4

2,2

45

To

tal

Ag

en

cy F

ee

Pa

ye

rs1

7,4

32

17

,96

5

1

7,8

04

17

,10

9

1

5,7

89

14

,89

3

9

,93

9

9

,92

9

9,5

97

9,7

63

9,2

97

13

,59

2

To

tal

Co

un

t5

6,9

25

58

,52

6

5

7,4

76

58

,23

1

5

8,8

41

58

,85

2

5

3,4

98

52

,92

5

52

,74

5

53

,74

3

52

,44

5

55

,83

7

N:\F

inan

ce\M

onth

end\

2014

\111

4\P

er C

apita

Ana

lysi

s 11

14.x

lsx2

014

6 of

61/

6/20

15

38 of 63

Page 35: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

39 of 63

Page 36: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

40 of 63

Page 37: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

41 of 63

Page 38: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

42 of 63

Page 39: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

43 of 63

Page 40: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

44 of 63

Page 41: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

December/January Organizing Report

By: Catherine Balbas CHILD CARE: December and January were spent formulating and preparing for our new Comprehensive Bill on February 18th. The bill is divided into 4 key components: Collective Bargaining Rights for Child Care Providers, a Training Fund that would give us access to all new and existing providers to the State, Parent Education and Support, and Re-evaluation of Third Party Agencies that distribute state funding to child care providers. The ground work for this launch is being worked on and 20 providers from 521 will be attending the Press conference and Lobby day in Sacramento. In order to prepare for the possibility of the Bill being signed by the Governor, three blitzes have been scheduled to move and organize providers in areas where we have opportunity for growth. January will be the kick off with member organizers, providers, and organizers focusing on Kern County. Our goal is to organize 700 new providers into the union for the 2015 year. GOLDEN VALLEY HEALTH CENTER: We are busily getting out the vote at Golden Valley Health Centers for a new bargaining unit of professional employees. When we win, this will grow our Chapter by about 30 workers. Internal Organizer, Jason Thompson, is the internal worksite organizer assigned to this NLRB Campaign. He is assisted by External Organizer Gerry Villero and Director Tom Abshere.

USC ADJUNCT PROFESSORS – Local 721: We are assisting Local 721 with a blitz of adjunct professors at the University of Southern California campus from January 9 to January 19 2015. Local 721 has requested our most skilled organizers. We have loaned them Lladira Baez, lead organizer and Cesar Mata, lead organizer for this blitz along with Valerie Bachelor who leads the Alameda Child Care Team. MEMBER ORGANIZING: We are kicking off 2015 with a Member Organizer Training on having a structured organizing conversation (a rap). Member Organizers are attending this workshop in Bakersfield and will follow up with a Child Care Membership Blitz in Kern County. We have 42 members that have signed up to be Member Organizers to date. Organizer Jenny Garibay is assigned to this program along with Member Organizing Chair Jennifer Jensen.

45 of 63

Page 42: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

46 of 63

Page 43: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

December 2014 Information Technology Report

By: Don Brown, Information Technology Director

1. Year End updates: I.T. installed all the yearend updates for tax and payroll on our Great Plains servers. I.T. also worked out logging problems the servers were experiencing.

2. Intermittent Video conference quality issues report: The Video conferencing system has continued to experience intermittent problems. The intermittent issues have made it extremely difficult to pin point the actual cause of the problem. In addition to the VC’s intermittent issues we have also experienced the occasional circuit interruptions and the video equipment has also suffered from three occurrences that have happened were the replacement of VC equipment was necessary and done so in a two to three day turn around. The Fresno office was the last office to have the Video equipment damaged and a replacement was implemented. The replacement appears to have a defect in the system again causing more intermittent issues. Our Video Conference provider has agreed to send another replacement system to Fresno and I.T. will be implementing the replacement on the week of January the 19th expectantly resolving the cause.

3. IT ported all POTS lines : I.T. finished porting all the pots lines to our service provider Telepacific saving L521 money monthly.

4. New data speed Bakersfield/Fresno : I.T. finished implementing data speed increase in the Bakersfield office. The data speed on the circuit that carries the Internet, Phone, Email and Shared resources was increased from 1.5 mbps to 10 mbps. Circuits for the Fresno are still being installed due to the out dated ATT network infrastructure where our Fresno office is. 30 pairs had to be installed new.

5. Help Desk: In the month of December the Information Technology Department

successfully closed 425 Information Technology Trouble requests from all L521 staff.

6. Server updates and network security Patches: All the servers and network

have been updated with all the latest security updates and patches and are monitored and configured for health and the security of our data / network.

7. Backups: Monitored and configured all the servers’ backups to be performed

and monitored for disaster recovery on one central system.

47 of 63

Page 44: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Reply Reply to All Forward

RE: Reports for the Officers Meeting

Follow Up. Start by Friday, January 16, 2015. Due by Friday, January 16, 2015.

Don Brown

Sent: Friday, January 16, 2015 11:52 AM

To: Karen Summers

Cc: Luisa Blue; Don Brown

Attachments: Information Technology Rep~1.doc (736 KB) [Open as Web Page]; check out sheet.pdf (119 KB) [Open as

Web Page]; FixedAssetTag.xlsx (94 KB) [Open as Web Page]

Luisa;

I have included an updated December I.T. report to include information regarding our VC equipment.

We were able to isolate a questionable defect in the newly replaced VC for Fresno and our equipment

provider is sending another replacement to the Fresno office next week. I.T. will go to Fresno to install

and configure as soon as we know the equipment will be or on the way to the Fresno office.

I have also included our equipment check out sheet that all our offices utilize when equipment is checked

out to staff. The following staff utilize the checkout sheet to track:

San Jose – I.T.

Salinas – Dee

Santa Cruz – Bobby

San Carlos – Kelly

Visalia – Lori

Fresno Julie

Page 1 of 1RE: Reports for the Officers Meeting

1/18/2015https://email.seiu521.org/owa/?ae=Item&a=Open&t=IPM.Note&id=RgAAAACFmPVhCg...48 of 63

Page 45: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

49 of 63

Page 46: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

50 of 63

Page 47: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Bank Balance as of 10/31/14 13,356.55$

Outstanding Deposits: None -

Outstanding Motions:

Membership at Kern Medical Center 12.7.13-B3 8,200.00

Fund the Secured Retirement Working Group 3.22.14-E 7,500.00

Available Funds - PACE 452.06

Available Funds - PAC (2,795.51)

0.00

Bank Balance as of 10/31/14 40,861.41$

Outstanding Deposits: Sep, Oct, Nov 49,381.95

Outstanding Motions:

Kevin Mullin 12.7.13-B2 750.00

Rich Gordon 12.7.13-B2 1,000.00

Bob Wieckowski 12.7.13-B2 1,500.00

Paul Fong 12.7.13-B2 1,500.00

Mark Stone 12.7.13-B2 2,500.00

Luis Alejo 12.7.13-B2 1,250.00

Jerry Hill 12.7.13-B2 1,000.00

Bill Monning 12.7.13-B2 2,500.00

Reelect Attorney General Kamela Harris 2014 3.22.14-B12 1,000.00

Carol Groom for Supervisor 2014 4.22.14-B2 1,000.00

Toni Atkins for State Assembly 2014 7.22.14-B2 2,500.00

Kamela Harris for Attorn General of CA 8.26.14-B2 1,000.00

Kern Inyo Mono Counties CLC 8.26.14-B9 150.00

Claudia Rossi 9.27.14-B1 500.00

Jacqui Irwin for State Assembly 2014 10.28.14-B1 1,000.00

Kevin de Leon for Senate 2014 10.28.14-B2 2,000.00

Evan Low for Assembly 2014 10.28.14-B3 1,000.00

Chavez for Senate 2014 10.28.14-B4 2,000.00

Kansen Chu for Assembly 2014 10.28.14-B5 1,000.00

Available Funds - PACE 240.86

Available Funds - PAC 58,290.50

Available Funds - RETIREE 6,562.00

-

Bank Balance as of 10/31/14 54,916.47$

Outstanding Deposits: None -

Outstanding Motions:

Ed Mitchell for Supervisor 3.22.14-B6 7,945.40

Polling for Monterey County BOS District 2 3.22.14-B8 10,000.00

Committee fo Elect Ed Mitchell for Supervisor 2014 8.26.14-B8 4,203.14

Esmeralda Soria Campaign 10.28.14-B12 2,500.00

Available Funds - PACE 175.00

Available Funds - PAC 30,092.93

0.00

SEIU Local 521

PACE and PAC

as of November 30, 2014

Issues

Candidates

Independent Expenditures

N:\Finance\Monthend\2014\1114\PAC & PACE 1114Nov 1 of 151 of 63

Page 48: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

52 of 63

Page 49: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

LB:kns SEIU 521 CTW/CLC

SEIU Local 521 Officers’ Meeting Motion

* Motion Letter: B Date: January 27, 2015

Motion Title: Political Consent Agenda - (pages 53-54)

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 $2,000 from the Candidate Account to the South Bay Labor Council Bowling for Change 2015 - (pages 55-56)

* 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

____________________________________________

53 of 63

Page 50: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

54 of 63

Page 51: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

LB:kns SEIU 521 CTW/CLC

SEIU Local 521 Officers’ Meeting Motion Motion Letter: B/1 Date: January 27, 2015 Motion Title: Contribute $2,000 from the Candidate’s Account to the South Bay Labor Council’s Bowling for Change 2015 Event Recommended By: Santa Clara/San Benito County COPE Committee

Background: The South Bay Labor Council represents 100,000 workers, including SEIU 521 members, in Santa Clara and San Benito Counties. Luisa Blue is one of the Executive Board Members for the Labor Council. Every year, the South Bay Labor Council has a COPE fundraiser. Every other year, the fundraiser is at the 4th Street Bowling Alley on North 4th Street in San Jose. It is one of the few unionized bowling alley in the Santa Clara County. We have supported the South Bay Labor Council for decades and we have worked together very well over the years on many issues and political campaigns. Most recently, the South Bay Labor Council, Working Partnerships and SEIU Local 521 have worked together to successfully get a living wage passed in Santa Clara County. Motion: To contribute $2,000 from the candidates account to the South Bay Labor Council Bowling for Change 2015 COPE fundraiser on Saturday March 14th. Follow Up:

Moved by:___________________________ __ Second :___________________________

Amendment:______________________________________________________________

Amended By:______________________________________________________________

Votes in Favor:__________ Votes Opposed:_______ Abstentions:_______

Motion: Carries Fails: Tabled Until: Date:_________ Signatures

____________________________________________

55 of 63

Page 52: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

56 of 63

Page 53: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Fwd: Thank you and pictures

Luisa Blue

Second group of 521 leaders and staff getting arrested in our fight for our San Mateo County Homecare members for dignity and a living wage. Joining the 521'ers in the

arrests are San Mateo County CLC leader, Shelley Kessler, Alameda County CLC leader, Josie Camacho, Ultcw reg. director, David Werlin and our attorney, Kerianne Steele

who greeted our CD'ers when they got released after 3 hrs in booking.

Thank you all!!

Sent: Wednesday, December 10, 2014 9:05 AM

To: 521 All Staff; Gwyn Harshaw; John Gutierrez; Karen Nakatani [[email protected]]; Roseann Dominguez; Muriel Fredrick; Matt Nathanson; Alysia Bonner [[email protected]]; Tonya York

[[email protected]]; Regina Kane; Greg Gomez

Cc: Kerianne Steele [[email protected]]

Page 1 of 3Fwd: Thank you and pictures

12/10/2014https://email.seiu521.org/owa/?ae=Item&t=IPM.Note&id=RgAAAACFmPVhCg0DS5o...57 of 63

Page 54: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Page 3 of 3Fwd: Thank you and pictures

12/10/2014https://email.seiu521.org/owa/?ae=Item&t=IPM.Note&id=RgAAAACFmPVhCg0DS5o...58 of 63

Page 55: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Fwd: PRESS RELEASE: SEIU MEMBERS REFUSE TO ACCEPT WIDESPREAD

POVERTY AS CALIFORNIA’S NEW STATUS QUO

Luisa Blue

FYI

Sent from my iPhone

Begin forwarded message:

From: "Calhoun, Christopher" <[email protected]>

Date: January 9, 2015 at 1:20:07 PM PST

To: eboard <[email protected]>

Cc: SEIU CA All Staff <[email protected]>, Communications Directors

<[email protected]>

Subject: PRESS RELEASE: SEIU MEMBERS REFUSE TO ACCEPT

WIDESPREAD POVERTY AS CALIFORNIA’S NEW STATUS QUO

Reply-To: "[email protected]" <[email protected]>

FYI, this went out today in response to the Governor's budget.

SEIU CALIFORNIA

FOR IMMEDIATE RELEASE

January 9, 2015

SEIU MEMBERS REFUSE TO ACCEPT WIDESPREAD POVERTY

AS CALIFORNIA’S NEW STATUS QUO

Sacramento, CA – Service Employees International Union (SEIU) California

released the following statement from President Laphonza Butler following

the release of Governor Jerry Brown’s proposed fiscal year 2015­16 budget

proposal today:

“With the leadership of Governor Brown and the deep sacrifice of millions of

Californians, we have taken great strides to put our state on a path to a better

future since the depths of the Great Recession with greater investments in

education and healthcare. But the 700,000 members of the Service Employees

International Union in California do not accept a new status quo that allows

one in four Californians to live in poverty. Together, we call on the Governor

and Legislative leaders to make 2015 the year California examines the roots of

our poverty crisis and forges the solutions needed – from birth to bedside – to

Sent: Friday, January 09, 2015 1:32 PM

To: 521 All Staff

Page 1 of 2Fwd: PRESS RELEASE: SEIU MEMBERS REFUSE TO ACCEPT WIDESPREAD PO...

1/9/2015https://email.seiu521.org/owa/?ae=Item&t=IPM.Note&id=RgAAAACFmPVhCg0DS5oHS...59 of 63

Page 56: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

renew the California dream for every person in our state.

“While the governor’s budget proposal raises ‘Addressing Poverty and

Inequality’ as a priority, it calls for little critical analysis and leaves virtually no

hope for the Californians who live the reality of poverty every day: single

mothers struggling to access child care, low­wage workers scrambling to put

food on the table, and caregivers barely able to keep their families afloat. For

these struggling Californians, the size of the cracks in the safety net is the only

thing ‘extensive’ about it.

“In this his last and historic term, the Governor, and our state legislative

leaders, have a rare opportunity to chart a bold and prosperous path for ALL

of California. This means investing in essential services and people at every

stage of life – from ensuring every young person has the early education

needed to thrive in school and life to ensuring our elderly can live with

dignity.”

# # #

SEIU local unions in California are made up of over 700,000 health care

workers, janitors, social workers, nurses, security officers, in­home caregivers,

school and university employees, court workers, and city, county and state

employees

--

Christopher Calhoun

Communications Director

SEIU California

323-215-5068

Find SEIU California on Facebook!

To unsubscribe from this group and stop receiving emails from it, send an email to

[email protected].

Page 2 of 2Fwd: PRESS RELEASE: SEIU MEMBERS REFUSE TO ACCEPT WIDESPREAD PO...

1/9/2015https://email.seiu521.org/owa/?ae=Item&t=IPM.Note&id=RgAAAACFmPVhCg0DS5oHS...60 of 63

Page 57: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Fwd: Biggest. Strike. Ever.

Luisa Blue

FYI

Sent from my iPad

Begin forwarded message:

From: "Guillermo, Shaquonica & Abera, SEIU.org" <[email protected]>

Date: December 14, 2014 at 8:01:44 AM PST

To: Luisa Blue <[email protected]>

Subject: Biggest. Strike. Ever.

Reply-To: "[email protected]" <[email protected]>

Sent: Sunday, December 14, 2014 10:05 AM

To: 521 All Staff

Luisa,

LastThursdaywemadehistory!

Thousandsofworkersinnearly200citiesacrossthecountrywentONSTRIKEinthelargestfastfoodstrikeinhistory.

Anditwasn'tjustfastfood­­homecare,airport,conveniencestore,andotherlow­wageworkersindozensanddozensofcitiescametogetherandjoinedtheFightFor$15,too.

Ourmessageisclear:Allworkersdeservealivingwageandtherighttojoinaunionwithoutretaliation.

We'veneverbeenstronger,andwe'recloserthanevertowinning.

Clickheretowatchandsharethisamazingstrikerecapvideotoshowthatyousupportalivingwageof$15andunionrightsforlowwageworkers.

Afteryou'redonebeinginspired,signourpetitiontoaddyournametothegrowingFightFor$15movement.

Wecan'twaittotellyouwhat'snext.

Insolidarity,

GuillermoLindsey,MinneapolisfastfoodworkerShaquonicaJohnson,MinneapolishomecareworkerAberaSiyoum,Minneapolisairportworker

Page 1 of 2Fwd: Biggest. Strike. Ever.

12/14/2014https://email.seiu521.org/owa/?ae=Item&t=IPM.Note&id=RgAAAACFmPVhCg0DS5o...61 of 63

Page 58: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

THIS SHEET IS INTENTIONALLY LEFT BLANK

62 of 63

Page 59: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

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.”

63 of 63

Page 60: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 Officers' Motion

Date: January 27, 2015

Motion Title: Report Consent Agenda

The Following Reports have been placed on the REPORT CONSENT AGENDA for approval/confirmation without discussion. If you wish discussion pull the report from the REPORT CONSENT AGENDA-

NO Motion is required to remove a report from the Report Consent Agenda.

Committee Reports Requiring Approval/Confirmation: (as noted below)

1. Approval of the Minutes for the Officers' Meeting of October 28, 2014 -~~[~51roJ

2. Budget & Finance Committee Report - RoseAnn Dominguez, Local 521 Treasurer

January 21, 2015 Meeting - 2015 Approved General Fund and Organizing Budgets - 2014 Approved General Fund Budget - (js~9~~~ti~o). The Committee reviewed the October and November, 2014 Financials - (p!i~e~£1~~8). The question asked was can we review more current financials. This discussion will be placed on the Agenda for the next Budget & Finance Meeting.

>- B&F Item 1 - Approved - the October and November 2014 Financials as presented - ([~~~}Jgy

>- B&F Item 2 - Approved - SEIU Nurse Alliance 2015 Legislative Conference - up to $4,000 from Industries & Member

Conferences - ~~l~~;c~l~f~~ >- B&F Item 3 - Approved - SEJ 2015 Committee and Caucuses

Budgets Received and Approved - {~09it4:3i~4) 3. Good and Welfare Committee Report - donations in January 2015

>- none. >- Please submit all Good & Welfare requests to both RoseAnn

Dominguez and Karen Summers.

To approve/confirm as presented ALL Reports on the Report

Consent Agenda EXCEPT those pulled and listed below which will be held for discussion:

LB:kns SEIU 521 CTW/CLC

Page 61: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

Follow Up:

Moved by: __ rif __ o_,.Ll"""'J""'""""', .------Second : __ =,J=1=kvf\=·"~· -=d= .. .:...;· ~:::.:::+----Votes in Favor: _____ Votes Opposed: Abstentions: _____ _

Carries t Fails: D Tabled Until: D Date: Motion:

Signatures

LB:kns SEIU 521 C1W/CLC

Page 62: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 Officers' Meeting Motion

Date: January 27, 2015

Motion Title: Political Consent Agenda - t~=f[~t~fil~j) 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:

8/1 - Contribute $2,000 from the Candidate Account to the South Bay Labor Council Bowling for Change 2015 - t'"~~1@$"63'~5,Ef)·• ,fL9. . ..

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:

Votes in Favor: Votes Opposed: Abstentions: ____ _

Motion: Carries Fails: D Tabled Until: D Date: ----Signatures

LB:kns SEIU 521 CTW/CLC

Page 63: OFFICERS’ MEETING AGENDA - SEIU 521€¦ · OFFICERS’ MEETING AGENDA January 27, 2015, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting

SEIU Local 521 Officers' Meeting Motion

Motion Letter: B/1 Date: January 27, 2015

Motion Title: Contribute $2,000 from the Candidate's Account to the South Bay Labor Council's Bowling for Change 2015 Event

Recommended By: Santa Clara/San Benito County COPE Committee

Background: The South Bay Labor Council represents 100,000 workers, including SEIU 521 members, in Santa Clara and San Benito Counties. Luisa Blue is one of the Executive Board Members for the Labor Council. Every year, the South Bay Labor Council has a COPE fundraiser. Every other year, the fundraiser is at the 4th Street Bowling Alley on North 4th Street in San Jose. It is one of the few unionized bowling alley in the Santa Clara County. We have supported the South Bay Labor Council for decades and we have worked together very well over the years on many issues and political campaigns. Most recently, the South Bay Labor Council, Working Partnerships and SEIU Local 521 have worked together to successfully get a living wage passed in Santa Clara County.

Motion: To contribute $2,000 from the candidates account to the South Bay Labor Council Bowling for Change 2015 COPE fund raiser on Saturday March 14th.

Follow Up:

Moved by: __ tl(_()_t)_~_, _,,___ ___ Second :_--=j"--~-'..;;...Dft---"'-J,__~_,_ __

Votes in Favor: Votes Opposed: __ _

·t£ Motion: Carries / " Fails: D

Abstentions: ---Tabled Until: D Date: ----

Signatures

LB:kns SEIU 521 CTW/CLC