OFFICERS’ MEETING AGENDA - SEIU 521OFFICERS’ MEETING AGENDA October 23, 2012, Start Time: 6:00PM...
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OFFICERS’ MEETING AGENDA October 23, 2012, Start Time: 6:00PM Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting starts at 6pm. 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 - (John Gutierrez) Announcements: 1. * Staff Goals: (needs discussion for format and value) 1. Member Counts 2. Leaders 3. Certified Stewards 4. Stewards 5. Activity 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 – August 28, 2012 - (pages 5-14) 2. Budget & Finance Committee Report – October 17, 2012 - (pages 15-38) 3. Good & Welfare Committee Expenditures Report – October 2012 – Arvelia Cooper-Whigham - $500 – Fresno County 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. Organizing Report - (pages 39-40) 3. Communications Report - (pages 41-54) 4. IT Report - (pages 55-56) 5. PAC/PAC Totals Report - (pages 57-58) 6. Correspondence - (none) 1 of 85
Transcript of OFFICERS’ MEETING AGENDA - SEIU 521OFFICERS’ MEETING AGENDA October 23, 2012, Start Time: 6:00PM...
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OFFICERS’ MEETING AGENDA
October 23, 2012, Start Time: 6:00PM
Call to Order – Gwyn Harshaw, President - 6:00PM – Open Forum Meeting starts at 6pm. 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 - (John Gutierrez)
Announcements:
1.
* Staff Goals: (needs discussion for format and value)
1. Member Counts 2. Leaders 3. Certified Stewards 4. Stewards 5. Activity
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 – August 28, 2012 - (pages 5-14) 2. Budget & Finance Committee Report – October 17, 2012 - (pages 15-38) 3. Good & Welfare Committee Expenditures Report – October 2012 – Arvelia
Cooper-Whigham - $500 – Fresno County
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. Organizing Report - (pages 39-40) 3. Communications Report - (pages 41-54) 4. IT Report - (pages 55-56) 5. PAC/PAC Totals Report - (pages 57-58) 6. Correspondence - (none)
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Motion B – Political Consent Agenda - (pages 59-60)
1. Political Motions – Motions B/1 – B/7 - (pages 61-74) 2. Update on CLC Delegates - (pages 75-76)
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. There is an opening for Region 4 on the Budget & Finance Committee. Please notify your Regional VP, James Hackett, if you are interested in serving.
Chief Elected Officer Report: Kristy Sermersheim – Luisa Blue
1. Any Updates - (oral) a. Lawsuit against Tulare County – b. National Right to Work vs SEIU Local 521
New Business
1. Motion C – Acceptance of the 2011 Chargeable/Non-Chargeable Report - (pages 77-85) 2. 3.
Unfinished Business
1. Report on Officers’ Election - (oral) 2.
Adjournment:
* New item
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SEIU Local 521 Officers’ Motion
* Motion Number: A Date: October 23, 2012 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 August 28, 2012 - (pages 5-14)
2. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521 Treasurer - (15-38)
The Committee reviewed the September Financials, discussed the draft 2013 Budgets, and passed the following motions:
B&F Item 1 – Approved the September Financials under consent agenda - (pages 15-32)
B&F Item 2 – Schedule Meeting for Wednesday December 19, 2012 to discuss the deficiencies in internal controls on the 2011 Audit Report - (pages 33-34)
B&F Item 4 – Directed Staff to prepare one-year adjusted roll-over budgets for both the General Fund and Organizing to be presented at the December 1, 2012, Executive Board Meeting for approval - (pages 35-36)
B&F Item 4 – Agreed to recommend to the Officers that they accept the 2011 report of Chargeable/Non-Chargeable expenses at their October 23, 2012 meeting - (pages 37-38)
* Motion Number C: Acceptance of the 2011 Chargeable/Non-Chargeable Expenses Report - (pages 77-85)
3. Good and Welfare Committee Report – Arvelia Cooper-Whigham - $500 – Fresno County
Everyone was asked to submit request to both RoseAnn Dominguez and Karen Summers.
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* Motion A: To approve/confirm as presented ALL Reports on the Report Consent Agenda EXCEPT those pulled and listed below which will be held for discussion:
Follow Up:
Moved by:__________________________ __ Second :____________________________
Pulled:______________________________________________________________
Votes in Favor:____________ Votes Opposed:___________ Abstentions:_____________
Motion: Carries Fails: Tabled Until: Date:_________
Signatures
____________________________________________
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Minutes August 28, 2012 – Officers’ Meeting Call to order: by President, Gwyn Harshaw at 6:05pm; President. Officers Roll Call in Attendance on Video Conference or Teleconference: Gwyn Harshaw President Carmen Morales 1st Vice President John Gutierrez Secretary RoseAnn Dominguez Treasurer Matt Nathanson Region 2 Vice Pres.
Henry Ildefonzo Region 3 Vice Pres. James Hackett Region 4 Vice Pres. Greg Gomez Region 5 Vice Pres. Ellen Rollins Region 6 Vice Pres. Kristy Sermersheim CEO
Officers Absent Muriel Frederick Region 1 Vice Pres. Executive Board also in attendance on Video Conference or Teleconference: Cheryl Easterbrook phone Scott Johnson San Jose Vickie Jaurigui Visalia Myrna Bravo San Jose Dolly Clemente San Jose Huong Chung San Jose
Yong Ok Soung San Jose Diego Quevedo phone Joanne Hutton Bakersfield Roy Harris Bakersfield Tammie Inman Bakersfield
Local 521 Trustees on Video Conference or Teleconference: None Local 521 Staff on Video Conference or Teleconference: Pamela Rodgers phone Karen Summers San Jose Riko Mendez phone
Tom Abshere Fresno Debbie Pate Bakersfield
Local 521 Members in Attendance: Sonja Bennett Bakersfield Jeffrey Smedberg phone wRen Bradley phone Open Forum for Member Presentations:
1. James Hackett stated that he is already getting feedback about the changes to pensions that were announced by Governor Brown today. People are feeling the changes will be bad for us.
2. RoseAnn Dominguez announced that SEIU won the Fresno decert. 3. James said it was an overwhelming win. He felt it was just a few people expressing
themselves and it was never really a strong movement. 4. Kristy added that staff and members had worked really hard: SEIU received 459
votes; opponents 104; and no union 16 votes. She added that there is still a decert in Kings County where about 800 workers are at stake. Chamberlain in Salinas is possibly decerting as may Unit 12 in Fresno County. This is the largest unit in Fresno County and signatures are good for a year; there is no deadline for decerting as long as there is no contract.
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5. Jeffrey Smedberg had a concern about Local Santa Cruz candidate endorsements – notification, attendance and outcome; specifically endorsement of Cynthia Matthews as she was an opponent to organizing and negotiations with Planned Parenthood in Santa Cruz and reportedly unsympathetic to members.
6. wRen Bradley had the same type of issues with the endorsement of Sergio Sanchez in Salinas for City Council as he had worked hard to decert SEIU 521 in Monterey County and still flaunts his efforts and is most proud of it.
7. Diego Quevedo echoed wRen’s comments. 8. Matt Nathanson, Regional VP for both Santa Cruz and Salinas, spoke and stated
that he believes that members in a jurisdiction should take the lead in determining these type of issues. He said that both endorsement meetings were advertised and that 9 members from the area attended in Salinas. Among them were 6 members from the City of Salinas. Sergio Sanchez has been good to City of Salinas workers and not good to County of Monterey workers. The decision was to either endorse no one or to endorse Sanchez. The City workers felt that he was someone who could better get them what they needed. Linda Sakata from the County of Monterey and wRen Bradley from Santa Clara County spoke well as to why he should not be endorsed. However, in the end, the City of Salinas members voted to endorse him for Salinas City Council.
Responses to Last Month’s Open Forum Issues: 1. None.
Roll Call and Quorum Determination: at 6:20pm a quorum of Officers was present as
determined by John Gutierrez and the meeting was officially called to order by President Gwyn Harshaw.
Announcements:
1. Gwyn asked for a moment of silent prayer for members and staff who are in any way suffering at this time.
2. SEJ Summit – prior to the meeting Ellen announced that the Summit will be October 6th and 7th in Fresno.
3. RoseAnn Dominguez, Local Treasurer, announced that the Local auditor will
presenting audit results at the Budget and Finance Committee meeting on September 19, 2012, at 6:00pm. Officers, Delegates and members are invited to attend.
4. Pension Changes announced today in a press conference by Governor Brown:
the Brown/Legislative Deal.
Riko Mendez, Political Director, spoke explaining the “Deal” and Matt Nathanson, Chair of the Localwide Pension Committee, added that the Localwide Pension Committee would be meeting tomorrow night to talk about the impact and dissemination of this information to Local members. There will be email blasts, written information, and a Tele Town Hall probably scheduled for next week.
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Important Points from the Brown/Legislative Deal as explained by Riko: 1. Equal Sharing of Pension Costs: All Employees and Employers. New
employees will be required to pay 50% of normal costs as they are hired. Current employees - employers may bargain to require current employees to pay any portion of the retirement contribution. If nothing is bargained within 5 years, the employer may unilaterally implement an increased employee contribution, with certain limits.
2. Risk-Sharing Pension Plan: New Employees. A reduced formula will be implemented for new miscellaneous and new safety employees.
3. Increase Retirement Ages: New Employees. The retirement age for miscellaneous employees will increase from 50 to 52 with maximum retirement benefit at 67; safety retirement age will increase to 50 with maximum retirement benefit at 57.
4. Require Three-Year Final Compensation to Stop Spiking: New Employees. For new employees final compensation will be defined as the highest average annual compensation over a three-year period.
5. Calculate Benefits Based on Regular, Recurring Pay to Stop Spiking: New Employees. The Governor’s proposal on regular, recurring pay will be implemented consistent with the language in AB 340 and AB 344.
6. Limit Post-Retirement Employment: All Employees. The Governor’s proposal to limit post retirement employment to 960 hours will be implemented as well as a required 180 day sit out period before a retired annuitant can return to work under the hours limits.
7. Felons Forfeit Pension Benefits: All Employees. The Governor’s proposal on taking away pension earnings from felons will be implemented.
8. Prohibit Retroactive Pension Increases: All Employees. The Governor’s proposal to prohibit retroactive pensions will be implemented.
9. Prohibit Pension Holidays: All Employees and Employers. The Governor’s proposal to eliminate pension holidays will be implemented.
10. Prohibit Purchases of Service Credit (Air Time): All Employees. The Governor’s proposal to eliminate purchase of service credit for air time will be implemented.
11. Increase Pension Board Independence and Expertise. The Governor’s proposal to change the pension boards will not be implemented.
12. Reduce Retiree Health Care Costs: State Employees. The Governor’s proposal to increase vesting and employee contributions for health care will not be implemented.
13. New Proposal: Pension Cap. Pensionable salary will be capped at $110,000 for those in Social Security and $130,000 for those not in Social Security. This will not affect most of our members.
Staff Goals:
Documents were presented that were a first attempt to illustrate accomplishment levels of the goals set by the Localwide Biennial Convention Delegates and the Senior Team Staff. The documents do not reflect non-member coverage in the calculations and some of the information is not accurate.
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Consent Agenda:
Motion A – Consent Agenda Approval. Motion: To approve as presented without discussion the following items listed on the Consent Agenda. Minutes of May 22, 2012 All Motions A/1 – A/18 except A/4 and A/10 which were pulled for discussion. Moved; seconded; passed as presented.
Motion A/4 – was passed as presented after discussion. Motion A/10 – was passed as presented after clarification.
Motion A/1 – Santa Cruz 5th District Supervisorial Independent Expenditure - $5,500 with a possible additional $10,000 – SEIU Local 521 IE PAC Motion: 1. To approve $5,500 from the SEIU Local 521 Independent Expenditure
account to conduct a poll of 5th District voters to determine if Eric Hammer can beat Bruce McPherson.
2. To request matching funds from SEIU-ULTCW to bring the total amount of funding to pay for the poll to $11,000.
3. Based on the likelihood of an Eric Hammer victory as determined by the poll, to approve $10,000 from the SEIU Local 521 Independent Expenditure account to run an Independent Expenditure campaign to elect Eric Hammer, and
4. To seek matching funds from ULTCW as appropriate.. Moved; seconded; passed as presented. Motion A/2 – Measure E City of Salinas Permanent Sales Tax Extension of Measure V – up to $10,000 – SEIU Local 521 Issues PAC Motion: To approve up to $10,000 from the SEIU Local 521 Issues PAC to fund a campaign to pass the permanent Sales Tax Extension of Salinas Measure V called Measure E which has been placed on the November Ballot. Moved; seconded; passed as presented. Motion A/3 – Santa Cruz City Council Independent Expenditure – up to $10,000 Motion: To approve up to $10,000 from the SEIU Local 521 Independent Expenditure account to elect the endorsed candidates of SEIU Local 521 in the Santa Cruz City Council race in November. Moved; seconded; passed as presented. Motion A/4 – Fernando Armenta Independent Expenditure - $10,000 SEIU Local 521 IE PAC Motion: To approve $10,000 from the SEIU Local 521 IE PAC and to request matching funds from SEIU-ULTCW to fund an Independent Expenditure to re-elect Supervisor Fernando Armenta in Monterey County. Moved; seconded; passed as presented.
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Motion A/5 – Santa Cruz County Democratic Party Fundraiser - $150 – SEIU Local 521 Candidates PAC Motion: To approve $150 from the SEIU Local 521 Candidates account to pay for two tickets to this Santa Cruz County Democratic Party fundraiser on July 29th. Moved; seconded; passed as presented. Motion A/6 – Nora Campos State Assembly Re-Election Campaign - $1,000 – SEIU Local 521 Candidates PAC Motion: To contribute $1,000 to the Nora Campos State Assembly Re-election Campaign from the SEIU Local 521 Candidate Account. Moved; seconded; passed as presented. Motion A/7 – Jim Beall for State Senate Election Campaign - $2,000 – SEIU Local 521 Candidates PAC Motion: To contribute $2,000 to the Jim Beall State Senate Election Campaign from the SEIU Local 521 Candidate Account. Moved; seconded; passed as presented. Motion A/8 – COPE Reimbursement of General Fund for In-Kind Expenses - $10,000 – SEIU Local 521 Independent Expenditures Account Motion: To reimburse the SEIU Local 521 General Fund up to $10,000 for “In-Kind” contributions to the political campaigns during the June 2012 election cycle. The reimbursement should come from the SEIU Local 521 Independent Expenditure Account. The exact amount is still being calculated by accounting staff. Moved; seconded; passed as presented. Motion A/9 – Paul Fong for State Assembly Re-Election Campaign - $2,000 – SEIU Local 521 Candidates PAC Motion: To contribute $2,000 to the Paul Fong State Assembly Re-Election Campaign from the SEIU Local 521 Candidate Account. Moved; seconded; passed as presented.
Motion A/10 – Independent Expenditure for Shelly Masur for San Mateo County Board of Supervisors - $20,000 – SEIU Local 521 IE PAC Motion: To contribute $20,000 for an Independent Expenditure to help elect Shelly Masur to the San Mateo County Board of Supervisors from the SEIU Local 521 IE Account. Moved; seconded; passed as presented. Motion A/11 – Jerry Hill for State Senate Election Campaign - $2,000 – SEIU Local 521 Candidates PAC
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Motion: To contribute $2,000 to the Jerry Hill State Senate Election Campaign from the SEIU Local 521 Candidate Account. Moved; seconded; passed as presented. Motion A/12 – ENDORSEMENT: Santa Clara County Sales Tax to Fund Healthcare County Services on the November 2012 Ballot Motion: To authorize an Official SEIU Local 521 Endorsement of the Santa Clara County Sales Tax to fund Healthcare County Services on the November 2012 Ballot. Moved; seconded; passed as presented. Motion A/13 – ENDORSEMENT: San Mateo County Sales Tax to Fund Healthcare and County Services on the November 2012 Ballot Motion: To authorize an Official SEIU Local 521 Endorsement of the San Mateo County Sales Tax to fund Healthcare and County Services on the November 2012 Ballot. Moved; seconded; passed as presented. Motion A/14 – BAYMEC Annual Dinner/Fundraiser - $1,000 – SEIU Local 521 Candidate PAC Motion: To contribute $1,000 to the BAYMEC Annual Dinner/Fundraiser from the SEIU Local 521 Candidate Account. Moved; seconded; passed as presented. Motion A/15 – Rebeca Armendariz for Gilroy City Council - $500 – SEIU Local 521 Candidate PAC pending South Bay CLC endorsement (was received) Motion: To contribute $500 to Rebeca Armendariz for Gilroy City Council from the SEIU Local 521 Candidate Account. Moved; seconded; passed as presented. Motion A/16 – Fresno-Madera-Tulare-Kings Labor Council Labor Day Pancake Breakfast from COPE Candidate PAC - $300 Motion: To authorize purchase of 20 tickets to the Fresno-Madera-Tulare-Kings Labor Day Pancake Breakfast for members and staff from the Fresno area from the SEIU Local 521 Candidate PAC for $200; to also authorize $100 to purchase a raffle prize for the event from the SEIU Local 521 Candidate PAC. Total donation $300. Moved; seconded; passed as presented. Motion A/17 – Santa Cruz City Council Endorsements and Candidate Contributions Motion: To approve contributions from the SEIU Local 521 Candidates PAC for $750 to each of the following candidates in the November race: Micah Posner, Don Lane, and Richelle Noroyan. Moved; seconded; passed as presented.
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Motion A/18 – Watsonville City Council Endorsements and Candidate Contributions Motion: To approve contributions from the SEIU Local 521 Candidates PAC for $250 to each of the following candidates who were endorsed at the town hall: Felipe Hernandez, Lowell Hurst, and Karina Cervantez. Moved; seconded; passed as presented.
Written Reports & Correspondence Requiring no Action by the Officers
1st Vice President Report Organizing Report Communications Report IT Report PAC/PACE Totals Report Correspondence – none
Motion B – Report Consent Agenda Approval/Confirmation
The Budget & Finance Committee Report was presented by RoseAnn Dominguez, Local 521 Treasurer. The Good and Welfare Committee approved one expenditure in August 2012 for $200 to a funeral home on behalf of the brother of a Fresno County member, Sharon Clinton.
Motion B – Report Consent Agenda Approval/Confirmation Motion: To approve/confirm as presented without discussion the following reports listed on the Report Consent Agenda:
the Budget & Finance Committee Report the Good & Welfare Committee Report.
Moved; seconded; passed as presented. President’s Report: President Gwyn Harshaw
There is an opening on the Budget and Finance Committee for a Region 4 Delegate. Please notify James Hackett if interested.
Chief Elected Officer’s Report: Kristy Sermersheim Shawhan Suit – The Shawhan Lawsuit is settled and we received an undisclosed amount which is enough to cover our attorney costs. He cannot attempt to decert us anywhere but Kings County until 2014. Lawsuit against Tulare County – we should have an answer by September. Tulare County was hoping that by imposing the contract before the contract expired they
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would be able to circumvent the language in the contract that said, at contract expiration members were to be put at the step they would have achieved had step increases not been frozen. National Right to Work vs SEIU Local 521 – there is nothing new on this issue.
New Business:
Motion C was discussed and passed during the Budget and Finance Report. Motion C – Contribution to the Texas Janitors’ Strike Fund - $200 Motion: To donate $200 from line item #78/contributions to the Houston Janitors’ Unfair Labor Practice Strike Fund in support of our fellow SEIU members struggling for a living wage against large, powerful corporations. Moved; seconded; passed as presented. Motion D – Healthier Food Choices for SEIU Local 521 Meetings Motion: To authorize the Director of Administration to explore resources to develop a plan for healthier food options for meetings and report back at the first Executive Board Meeting in 2013. Moved; seconded; passed as presented – 3 no votes. Motion E – Confirmation Email vote by Officers in Support of Eligibility Workers Campaign and Discussion of General Fund Line item - $15,000 from SEIU Local 521 Issue PAC; up to $10,000 from the SEIU Local 521 General Fund Motion: To confirm the email vote allowing $15,000 from the SEIU Local 521 Issues PAC and up to $10,000 from line item Specialty Printing ($3,000) and Staff/Consultants ($7,000) from the General Fund to be spent to defend eligibility work and keep it at the County level as healthcare reform is implemented in California. Moved; seconded; passed as presented – line items for the General Fund expenditure were added. The campaign was successful and the State head in charge of eligibility work was behind our efforts and felt that the 21s did a great job defending their workers. Motion F – Merced/Mariposa Central Labor Council Labor Day Picnic - $500 from the SEIU Local 521 Candidate PAC Motion: To authorize the purchase of 50 tickets at $10 each for $500 from the SEIU Local 521 Candidate PAC for the Annual Labor Day Picnic presented by the Merced/Mariposa Central Labor Council. Moved; seconded; passed as presented. Draft Millennial Bylaws – these Bylaws will go to the Chapter Bylaws Review Committee for review. This will be a caucus of young members as there is great interest in developing the leaders for the future.
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Additional amount added to Valley Benefits’ Loan owed to SEIU Local 521 The Budget & Finance Committee had been updated at their monthly meeting that Kristy authorized Local 521 to pay a legal bill of $2,350 for Valley Benefits to determine how to split from Local 521. This $2,350 would be added to the loan Valley Benefits is currently paying to Local 521 for embezzlement by an employee. The Budget & Finance Committee did not have the signed loan increase document. This document has been received. Motion G – Valley Benefits Loan Increase Motion: To approve of lending United Valley Benefits Insurance Agency the $2,350 for legal fees to research separation from Local 521 and they will repay this amount as part of their current loan to Local 521. Moved; seconded; passed.
Old Business:
Dues Waiver – no update. Report on Officers’ Election – the documents for the Officers’ Election were in the packet and the Officers were asked to email Pam immediately if they had any changes because the documents go out soon. Pam also stated that the Election Committee would receive a training from the Department of Labor on Elections October 6th in preparation for the Election. The Trustees have already attended this training, but are welcome to attend again.
Comment:
Matt Nathanson suggested that it would be useful to bring “Identified Issues” to the Executive Board Meetings in September and December for possible Bylaws revisions approval during the Officers’ Election. Kristy said that she would meet with Scott Johnson and Greg Gomez, possibly by phone, to try to identify some issues for the September meeting.
Adjournment: The meeting was adjourned at 7:50pm
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THIS SHEET IS INTENTIONALLY LEFT BLANK
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SEIU Local 521 Budget and Finance Committee Motion
Item Number: 01 Date: October 17, 2012
Motion Title: Consent Agenda for Financial Statements
Recommended By: Adam Gintz, Budget & Finance Committee Member and RoseAnn Dominguez, SEIU Local 521 Treasurer
The Following Reports have been placed on the CONSENT AGENDA for approval/confirmation without discussion. If you wish discussion pull the report from the CONSENT AGENDA: NO Motion is required to remove a report from the Report Consent Agenda.
September Bank Balances – Document 1 - (pages 7-8) September Income Statement – Document 2 - (pages 9-12) September Organizing Income Statement – Document 3 - (pages 13-14) September Dues Receipts – Document 4 - (pages 15-18) September Per Capita Report – Document 5 - (pages 19-22)
*Motion: To approve/confirm as presented ALL Reports on the Consent Agenda EXCEPT those pulled and listed below which will be held for discussion: Follow Up:
Moved by:__________________________ __ Second :____________________________
Amendment:______________________________________________________________
Amended By:______________________________________________________________ Votes in Favor:____________ Votes Opposed:____________ Abstentions:_____________
Motion: Carries � Fails: � Tabled Until: � Date:_________
Signatures
____________________________________________
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THIS SHEET IS INTENTIONALLY LEFT BLANK
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Fina
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10
,012
60
,538
2,
238
6,62
1
6,
985
2,
385
4,60
0
62,8
69
10
2,05
8
(39,
189)
plea
se re
fer l
ine
9
Ret
aine
r 25
4,66
7
21
,150
21
,150
21,1
50
21,1
50
21,1
50
23,2
32
21,3
77
21,1
50
21,2
22
21
,150
72
19
1,00
0
192,
659
(1
,659
)
55,8
31
Aut
omat
ic L
egal
Def
ense
Fun
d ($
0.12
per
me
80,3
97
6,
700
6,70
0
6,70
0
6,
700
6,70
0
6,
700
6,70
0
6,
700
6,70
0
6,70
0
(0
)
60,2
97
60
,300
(3)
Tot
al A
rbitr
atio
ns &
Leg
al47
4,45
9
36
,655
35
,107
31,2
97
34,0
79
38,8
62
90,5
20
34,1
81
39,6
90
39,5
38
36
,167
3,
371
35
5,84
4
376,
558
(2
0,71
3)
-
-
-
-
FA
CIL
ITIE
S-
-
-
-
R
ent-S
JC45
6,00
0
37
,048
37
,048
37,0
48
37,0
48
37,0
48
37,0
48
37,0
48
37,0
48
38,0
00
37
,048
95
2
34
2,00
0
333,
432
8,
568
Ren
t-SQ
L57
,743
4,71
1
4,
711
4,
711
4,71
1
4,
711
4,71
1
4,
711
4,71
1
4,
812
4,
968
(156
)
43
,307
42,6
59
64
9
Mor
tgag
e - M
onte
rey
& P
arki
ng3,
000
-
-
-
-
-
-
-
250
-
250
2,25
0
-
2,
250
Ren
t-San
ta C
ruz,
Wat
sonv
ille
& H
ollis
ter
60,2
90
3,
550
3,55
0
3,5 5
0
3,
300
3,30
0
4,
050
3,55
0
3,
550
5,02
4
3,55
0
1,
474
45
,218
31,9
50
13
,268
R
ent-V
isal
ia &
Han
ford
15,0
00
1,
295
1,10
0
1,39
4
1,
100
2,10
0
2,
100
2,10
0
2,
235
1,25
0
2,10
0
(8
50)
11,2
50
15
,524
(4,2
74)
U
tiliti
es15
9,64
6
10
,948
10
,486
11,1
41
9,70
2
13
,304
12
,187
14
,580
21
,566
13
,304
10,3
42
2,96
2
119,
735
11
4,25
5
5,47
9
K
itche
n Su
ndrie
s26
,699
1,45
9
1,
593
2,
116
2,05
4
1,
636
3,74
2
1,
731
3,06
3
2,
225
3,
280
(1,0
55)
20
,024
20,6
73
(6
49)
Gen
. Lia
b. In
s. &
Pro
perty
Tax
19
5,44
8
12
,714
12
,188
13,2
93
12,5
42
12,1
81
12,5
42
12,5
42
12,5
34
16,2
87
12
,542
3,
745
14
6,58
6
113,
080
33
,506
B
uild
ing
Mai
nten
ance
/Sec
urity
/Jan
itoria
l18
2,66
4
12
,056
14
,442
11,6
58
14,5
49
13,1
76
10,6
54
15,2
49
18,3
34
15,2
22
9,
216
6,00
6
136,
998
11
9,33
4
17,6
64
T
otal
Adm
in -
Faci
litie
s1,
156,
491
83
,781
85
,118
84,9
12
85,0
08
87,4
57
87,0
35
91,5
12
103,
041
96,3
74
83
,045
13
,329
86
7,36
8
790,
907
76
,461
-
-
-
-
A
DM
INIS
TR
AT
IVE
- O
FFIC
ES
-
-
-
-
Aud
it/A
cct.
Fees
15
8,00
0
3,
056
1,88
2
15,9
79
2,20
7
1,
038
18,7
11
3,33
4
16
,273
13
,167
16,7
44
(3,5
77)
11
8,50
0
79,2
22
39
,278
St
aff N
EG C
onsu
ltant
3,59
4
-
-
-
-
-
-
29
9
29
9
2,
695
-
2,69
5
Su
bscr
iptio
ns2,
238
30
9
206
310
73
119
14
6
15
172
18
7
35
5
(168
)
1,
679
1,
703
(25)
O
ffic
e Su
ndrie
s42
,084
1,99
2
2,
768
2,
662
2,10
2
3,
137
2,21
9
1,
724
5,07
0
3,
507
3,
015
492
31,5
63
24
,688
6,87
5
O
ffic
e Eq
uipm
ent L
ease
s23
6,11
3
6,
201
25,6
30
16
,099
14
,758
16
,839
15
,726
16
,034
17
,264
19
,676
15,7
35
3,94
1
177,
084
14
4,28
6
32,7
98
Equi
pmen
t Mai
nten
ance
& R
epai
r Con
tract
s65
,632
5,79
6
2,
815
4,
927
5,35
1
9,
140
4,66
6
5,
842
10,8
70
5,46
9
3,16
5
2,
304
49
,224
52,5
71
(3
,347
)
mor
e co
pier
prin
ting
on u
nion
act
iviti
es
Con
tribu
tions
3,07
5
-
124
132
57
419
-
44
5
280
25
6
18
1
75
2,30
7
1,63
7
66
9
Res
earc
h M
ater
ial &
Dat
a7,
288
-
2,
696
50
6
-
217
-
23
1
-
607
-
607
5,46
6
3,65
0
1,
816
T
otal
Adm
in -
Off
ices
5
18,0
24
17,3
54
36,1
19
40
,613
24
,547
30
,909
41
,467
27
,625
49
,929
43
,169
39,1
94
3,97
4
388,
518
30
7,75
8
80,7
60
-
-
-
-
CO
MM
UN
ICA
TIO
NS
-
-
-
-
Prin
ting
25,0
00
2,
419
413
6,82
0
3,
649
691
1,
005
4,36
0
94
0
2,08
3
7,36
7
(5
,284
)
18,7
50
27
,663
(8,9
13)
Fr
esno
strik
e an
d de
cert.
rela
ted
Pape
r30
,606
756
3,
800
2,
051
1,21
2
2,
280
2,64
2
1,
807
2,73
8
2,
551
3,
287
(737
)
22
,955
20,5
74
2,
381
Web
site
/Sta
tion/
com
mun
icat
ion
8,44
4
397
60
4
1,
266
458
39
7
397
39
7
590
70
4
44
2
262
6,33
3
4,94
7
1,
385
Tele
phon
e &
Inte
rnet
& T
ele
conf
eren
ce22
3,18
6
21
,248
17
,274
16,5
72
15,7
67
17,8
12
18,6
11
18,8
23
16,7
60
18,5
99
15
,738
2,
861
16
7,38
9
158,
605
8,
785
Post
age
50,0
00
2,
367
3,34
6
6,71
1
5,
901
4,63
5
5,
187
5,26
5
4,
627
4,16
7
6,47
7
(2
,310
)
37,5
00
44
,517
(7,0
17)
no
due
s mon
thly
lette
r, m
ail b
allo
ts, I
HSS
mai
ling
Prof
essi
onal
Fee
s/Tr
ansl
atio
ns1,
326
2,
602
2,73
9
-
5,76
2
17
0
5,21
9
-
-
11
1
7,
033
(6,9
23)
99
5
23
,525
(22,
531)
hire
d M
aura
Kea
ley
on h
ospi
tal p
roje
ct
T
otal
Com
mun
icat
ions
338,
562
29,7
91
28,1
75
33
,420
32
,748
25
,985
33
,061
30
,653
25
,655
28
,213
40,3
44
(12,
131)
253,
921
27
9,83
2
(25,
910)
-
-
-
-
CO
NFE
RE
NC
ES/
MIL
EA
GE
-
-
-
-
Staf
f-Mis
c. C
onf/S
emin
ar
3,
593
-
-
75
-
-
-
-
299
-
299
2,69
5
75
2,
620
Exec
. Boa
rd-C
onfe
renc
es-
-
-
-
-
-
-
-
-
M
isc.
Mem
bers
-Rei
mbu
rsed
-
-
-
-
-
-
-
-
-
-
-
-
-
Tot
al C
onfe
renc
es/M
ileag
e3,
593
-
-
75
-
-
-
-
-
299
-
299
2,69
5
75
2,
620
-
-
-
-
STA
FF M
EE
TIN
G &
TR
AIN
ING
-
-
-
-
Staf
f / D
irect
or T
rain
ing
4,60
5
67
1,99
1
169
16
469
47
56
64
7
384
168
21
5
3,
454
3,
631
(177
)
m
ore
activ
ities
than
we
antic
ipat
ed
2 of
4S
:\Fin
ance
\Mon
then
d\20
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Inc0
912
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12 6
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PM
20 of 85
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SE
IU L
ocal
521
Fina
ncia
l Sta
tem
ent f
or th
e ye
ar o
f 201
2D
oc #
2
1 2
AB
CD
FI
LO
RU
XA
AA
CA
DA
EA
OA
PA
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R20
12 -
12 m
onth
s
Bud
get
Act
ual
Act
ual
Act
ual
Act
ual
Act
ual
Act
ual
Act
ual
Act
ual
Bud
get
Act
ual
bet
ter/
(wor
se)
Bud
get
Act
ual
bet
ter/
(wor
se)
NO
TE
Jan
Feb
Jul
Aug
Mar
Apr
May
Jun
YTD
- ni
ne m
onth
sS
ep
99 100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
Staf
f - re
pres
enta
tion
& p
oliti
cal &
com
mun
ic37
,628
1,36
3
3,
643
2,
829
6,32
1
2,
827
7,19
8
83
9
3,53
1
3,
136
5,
162
(2,0
26)
28
,221
33,7
10
(5
,489
)
mor
e ch
apte
r by
law
mee
tings
, mem
ber g
ener
al m
eetin
g
Cle
rical
Sta
ff49
4
19
5
-
-
33
5
145
-
-
41
-
41
371
676
(3
05)
mor
e ac
tiviti
es th
an w
e an
ticip
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, Exc
el a
nd p
ayro
ll tra
inin
g
Exec
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e St
aff
1,20
0
-
-
-
-
-
-
10
0
-
10
0
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0
-
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Tu
ition
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m.-I
nter
nal O
rgan
izer
s1,
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-
83
-
83
750
-
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0
Tuiti
on R
eim
.-OPE
IU1,
000
-
-
-
2,20
2
83
-
83
750
2,20
2
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)
T
otal
Sta
ff T
rain
ing
45,9
28
1,
625
5,63
4
2,99
8
6,
672
5,64
3
7,
245
895
4,
177
3,82
7
5,33
0
(1
,503
)
34,4
46
40
,219
(5,7
73)
-
-
-
-
E
DU
CA
TIO
N &
TR
AIN
ING
-
-
-
-
St
ewar
d &
Chi
ef S
tew
ard
& L
eade
r Tra
inin
g7,
500
20
2
505
501
21
1
449
15
1
316
72
62
5
46
3
162
5,62
5
2,87
1
2,
754
Educ
atio
n &
Tra
inin
g C
omm
ittee
Mee
ting
&
500
-
-
52
-
42
42
37
5
52
323
In
dust
ry T
rain
ing
Even
ts
3,00
0 92
1,
389
29
9
2,11
3
25
8
130
51
63
25
0
23
8
12
2,25
0
4,63
2
(2
,382
)
nurs
e al
lianc
e an
d EW
indu
stry
cou
ncil
mee
ting
T
otal
Edu
catio
n &
Tra
inin
g11
,000
294
1,
894
80
0
2,37
6
70
7
281
36
7
135
91
7
70
1
216
8,25
0
7,55
5
69
5
-
-
-
-
POL
ITIC
AL
/SO
CIA
L IN
VO
LV
EM
EN
T-
-
-
-
44
,625
C
andi
date
s, Is
sues
, IE
Acc
ount
($0.
12 p
er m
e10
7,10
0
8,
211
8,13
8
8,22
9
8,
260
8,21
7
8,
128
8,13
0
7,
927
8,92
5
7,78
3
1,
142
80
,325
73,0
24
7,
301
Lega
l & A
ccou
ntin
g25
,000
3,87
7
2,
510
7,
912
3,80
9
1,
649
6,11
5
89
1
2,29
9
2,
083
-
2,
083
18
,750
29,0
61
(1
0,31
1)
12
/201
1 ex
pens
es p
aid
in 1
/201
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Com
mitt
ee M
eetin
gs5,
924
40
6
762
1,42
1
1,
121
688
1,
487
844
1,
549
494
(87)
58
1
4,
443
8,
191
(3,7
48)
m
ore
polit
ical
mee
tings
for e
lect
ion
year
Con
fere
nces
1,00
0
-
-
-
-
-
-
-
83
-
83
750
-
75
0
Elec
tora
l Sta
ff/ A
ctiv
ity1,
000
-
-
-
-
83
-
83
750
-
75
0
Polls
& S
urve
ys1,
000
-
83
83
750
-
75
0
Spec
ial P
rintin
g66
-
-
-
5
5
49
-
49
Subs
crip
tions
200
-
-
17
17
15
0
-
150
Tot
al P
oliti
cal/S
ocia
l Inv
olve
men
t14
1,28
9
12
,494
11
,409
17,5
62
13,1
90
10,5
54
15,7
30
9,86
6
11
,775
11
,774
7,69
7
4,
078
10
5,96
7
110,
276
(4
,308
)
-
-
-
-
-
SO
CIA
L &
EC
ON
OM
IC J
UST
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-
-
-
-
-
C
omm
ittee
Mee
tings
5,00
0
92
95
15
0
16
49
25
226
14
4
417
2,31
1
(1
,895
)
3,75
0
3,10
7
64
3
Con
fere
nces
350
-
-
-
-
-
-
-
-
29
29
263
-
26
3
Con
tribu
tions
/Sol
idar
ity4,
530
35
0
2000
1,25
0
-
-
65
0
250
-
37
8
80
0
(423
)
3,
398
5,
300
(1,9
03)
ex
haus
ted
the
annu
al b
udge
t ear
lier
55,8
31
Cau
cus A
ctiv
ities
80,6
70
1,
112
5,11
3
6,51
5
1,
868
4,89
9
9,
507
1,65
3
3,
051
6,72
3
1,99
9
4,
723
60
,503
35,7
18
24
,785
Tot
al S
ocia
l & E
cono
mic
Jus
tice
90,5
50
1,
554
7,20
8
7,91
5
1,
884
4,94
8
10
,182
2,
129
3,19
4
7,
546
5,
111
2,43
5
67,9
13
44
,125
23,7
88
-
-
-
-
ME
MB
ER
INV
OL
VE
ME
NT
-
-
-
-
Mem
orab
ilia/
Giv
e aw
ay M
embe
r Prid
e7,
500
1,
333
(28)
5,29
4
70
1
(3)
888
32
3
(52)
62
5
-
62
5
5,
625
8,
457
(2,8
32)
st
ocke
d up
inve
ntor
y
Aw
ards
/Rec
ogni
tion
1,00
0
-
-
-
-
83
-
83
750
-
75
0
Ex B
oard
Rei
mbu
rsem
ent
973
-
10
20
9
44
64
7
-
16
81
-
81
73
0
92
6
(196
)
R
ally
Ren
tal &
Bus
3,97
9
82
1,70
3
528
-
30
3
303
2,
800
-
332
-
332
2,98
4
5,71
9
(2
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)
IHSS
rally
bus
rent
al
Mem
ber R
eim
burs
emen
t/Los
t tim
e4,
050
19
6
10
1,
782
481
11
8
795
10
69
1
337
243
94
3,
037
4,
327
(1,2
89)
N
EG lo
st ti
mer
s
Tran
spor
tatio
n &
Veh
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Exp
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s10
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340
63
3
24
2
1,64
4
-
-
(2
,900
)
825
83
3
71
3
121
7,50
0
1,49
7
6,
003
T
otal
Mem
ber
Invo
lvem
ent
27,5
02
1,
952
2,32
8
8,05
5
2,
871
418
2,
633
233
1,
480
2,29
2
956
1,
336
20
,626
20,9
26
(3
00)
-
-
-
-
NE
GO
TIA
TIO
NS
-
-
-
-
Prin
ting
Con
tract
s - o
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de v
endo
r30
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-
2,27
3
1,70
5
-
-
-
-
2,
500
2,
038
462
22,5
00
6,
017
16,4
83
Mee
tings
& S
uppl
ies
34,9
34
59
2
1,56
1
7,65
0
2,
407
3,32
9
3,
275
3,28
4
1,
606
2,91
1
-
2,91
1
26,2
01
23
,703
2,49
7
m
ore
activ
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than
ant
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ASt
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Prep
arat
ions
10,0
00
31
,290
5,
453
17
8
409
1,
022
-
-
833
-
833
7,50
0
38,3
52
(3
0,85
2)
of
fset
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Strik
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e 9
44,6
25
Aut
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trike
Fun
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redu
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12
1
1
1
1
1
1
1
1
1
1
-
9
9
-
T
otal
Neg
otia
tions
87,9
49
31
,882
9,
288
9,
534
2,81
7
4,
352
3,27
6
3,
285
1,60
7
6,
246
2,
039
4,20
6
56,2
10
68
,081
(11,
871)
ME
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EV
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TS
-
-
-
-
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Ex
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Boar
d M
eetin
gs25
,000
65
124
5,73
5
52
5
398
87
8
3,76
9
41
2
2,08
3
363
1,
720
18
,750
12,2
70
6,
480
3 of
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Fina
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Bud
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NO
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Jan
Feb
Jul
Aug
Mar
Apr
May
Jun
YTD
- ni
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onth
sS
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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
Stew
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Cou
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mee
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3,94
1
-
156
184
17
4
272
1,
215
-
152
32
8
99
230
2,95
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2,25
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55,8
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10,0
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13
7
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833
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48,0
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22,2
21
14,6
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36,0
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36
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it
will
cat
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the
annu
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t
Off
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7,66
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66
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1,
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4,98
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-
83
83
75
0
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Tot
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Eve
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187,
956
65
1,31
1
6,05
6
85
3
24,9
70
18,2
34
3,92
8
56
3
15,6
63
46
2
15,2
01
140,
967
56
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84,5
26
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55
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7.65
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5,12
5,28
6
420,
880
416,
826
42
3,26
9
42
7,77
3
428,
561
42
5,82
2
42
7,96
0
41
7,13
6
42
7,10
7
409,
871
17
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3,
843,
964
3,79
8,09
6
45
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53
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SE
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Fun
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217,
860
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8,69
0
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1,59
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232,
585
244,
880
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6,34
5
250,
425
257,
335
253,
600
268,
155
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1,35
5
2 6,8
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2,41
3,39
5
2,
206,
810
206,
585
543
SE
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es $
1.00
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516
73
9
420
-
402
10
0
99
663
67
1
543
467
76
4,
887
3,
561
1,32
6
55
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tate
Cou
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$2.5
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1,69
5,02
9
136,
668
134,
331
13
5,97
4
13
8,46
2
138,
924
13
8,50
0
13
9,53
8
13
6,29
5
14
1,25
2
266,
422
(1
25,
