officers’ meeting agenda - seiu 521 · 4/26/2016 · b&f item 3 – approved – approval...

OFFICERS’ MEETING AGENDA

April 26, 2016, 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 -

Announcements: 1. Executive Session at end of meeting 2. Swear In any Executive Board Delegates not already sworn in - (Oath pg. 80; Recording Policy pg. 79) 3. Announcement by Luisa Blue, Chief Elected Officer

REPORT SPRING SURGE BLITZ: Teneya Johnson

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 – February 23, 2016 - (pages 5-10) 2. 4/5/16 Officers Email Poll on a legal issue. 3. 4/12/16 Officers Email Poll on 13 Political Motions. 4. 4/20/16 Officers authorized up to $20,000 for an outside investigation of a

personnel issue in a Conference Call/Teleconference Executive Session. 5. Budget & Finance Committee Reports – April 20, 2016 – January & February

2016 Financials - (pages 11-34) 6. Good & Welfare Committee Expenditures Report – March & April 2016

Motion F passed by the Executive Board at their March 22, 2016 asked that $250 be contributed to the Santa Cruz County Soupline Supper Event from some budget line item. Paying the $250 for this Event was approved by the Good & Welfare Committee from the Good & Welfare Fund.

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. PAC/PAC Totals Report - (pages 35-36)

3. Trustee Report - (none) 4. Correspondence

None

Motion B – Political Consent Agenda – B/14 - (pages 37-40)

Political Report – California First in Nation to Raise Minimum Wage to $15 an hours - (pages 41-44)

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

Unfinished Business

Update Transformation Committee – Matt Nathanson, Alysia Bonner

New Business

1. None

President’s Report: President Gwyn Harshaw

1. Oral Report - National Day of Action – April 14, 2016 - (oral)

Chief Elected Officer Report: Luisa Blue

1. Any Updates - (oral) 1. SEIU International Convention May 22-24 – Nomination and Election process for

delegates is completed; delegates have attended the pre-convention delegate meetings report - (pages 45-46) & (oral by Luisa)

2. Friedrichs v CTA Decision - (pages 47-68)

3. California takes Monumental Step toward Retirement Security for Millions of workers. - (pages 69-70)

4. Woman’s Foundation of California – Research tools Women Need - (pages 71-72)

5. Silicon Valley Passes Landmark Affordable Housing Policy - (pages 73-74) 6. International Public Division Resolution - (pages 75-76)

7. State Council Report - (pages)

8. Unit 2 Decert

Informational Items

1. Executive Board Committees - (pages 77-78)

Adjournment LB: kns SEIU 521 CTW/CLC

LB:kns SEIU 521 CTW/CLC

SEIU Local 521 Officers’ Meeting Motion

* Motion Letter: A Date: April 26, 2016

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 February 23, 2016 - (pages

5-10)

2. 4/5/16 Officers Email Poll on a legal issue – vote unanimous – passed 3. 4/12/16 Officers Email Poll on 13 Political – vote unanimous – passed

Political Motions: B/1 – Contribute $600 from the Candidates PAC and Endorse

Josh Barousse for District 8 San Jose City Council 2016

B/2 – Confirm Endorsement and Contribute $25,000 from the Issues PAC for Kern Library Tax (Yes on Measure F)

B/3 – Fresno County BOS: Confirm Dual Endorsement of Dan Ronquillo and Sal Quintero

B/4 – Open Endorsement for the Fresno City Mayoral Seat

B/5 – Confirm Kern BOS Endorsement of Leticia Perez

B/6 – $500 Contribution from Candidates PAC for Bruce McPherson for Santa Cruz County BOS District 5

B/7 – $5,000 Contribution to Dave Potter for Monterey BOS from the Candidates PAC

B/8 – $10,000 Contribution to Jane Parker for Monterey BOS from the Candidates PAC

B/9 – $5,000 Contribution to Luis Alejo for Monterey BOS from the Candidates PAC

B/10 – $500 Contribution to Zach Friend Santa Cruz BOS from the Candidate PAC

B/11 – $1,000 In Kind Contribution from the Issue PAC to Our Libraries Our Future

B/12 – $500 Contribution from the Issues PAC to Friends of Live Oak Schools for Measure R

B/13 – MBCLC Table to the Awards Dinner for $750 from the Candidates PAC

3 of 80


4. 4/20/16 Officers authorized up to $20,000 for an outside investigation of a personnel issue in a Conference Call/Teleconference Executive Session.

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

April 20, 2016 Meeting – The Committee reviewed the January & February 2016 Financials and 2016 Budgets. - (pages 11-30)

B&F Item 1 – Approved - The January & February 2016 Financial Documents

B&F Item 2 – Approved – Approval of Recommended Changes to the AMEX Internal Staff Policy.

Signed Motions - (pages 31-34)

6. Good and Welfare Committee Report – donations in January and February 2016: Motion F passed by the Executive Board at their March 22, 2016

asked that $250 be contributed to the Santa Cruz County Soupline Supper Event from some budget line item. Paying the $250 for this Event was approved by the Good & Welfare Committee from the Good & Welfare Fund.

Please submit all Good & Welfare requests to both RoseAnn Dominguez and Karen Summers.

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

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

Moved by:__________________________ __ Second :____________________________

Pulled:______________________________________________________________

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

Motion: Carries Fails: Tabled Until: Date:_________

Signatures

____________________________________________

4 of 80

Minutes February 23, 2016 – Officers’ Meeting Call to Order: by 1st VP John Gutierrez at 6:01pm. Officers Roll Call in Attendance on Video Conference or Teleconference: John Gutierrez First VP RoseAnn Dominguez Treasurer Karen Nakatani Secretary Luisa Blue CEO

Muriel Frederick Region 1 VP Matt Nathanson Region 2 VP Alysia Bonner Region 4 VP

Officers Absent: Gwyn Harshaw President

Executive Board also in attendance on Video Conference or Teleconference: Via Cooper-Whigham Fresno Jennifer Jensen Fresno

Sonja Bennett Phone

Local 521 Trustees on Video Conference or Teleconference: Connie Chew San Jose Bill Ragland Salinas Local 521 Staff on Video Conference or Teleconference: Pam Rodgers San Jose Karen Summers Salinas Robert Li San Jose

Brian O’Neill San Jose Ming Lee Phone

Local 521 Members in Attendance: Joy Hall Villareal Fresno Patricia Stratman Clay Fresno Lorenzo Lambaren Fresno

Darlynn Qualls Fresno Debra Perez Fresno Hector San Ramon Phone

Guests: None Open Forum for Member Presentations:.

1. None Responses to Last Month’s Open Forum Issues:

1. None. Roll Call and Quorum Determination: A quorum of Officers was confirmed as present at 6:01pm.

5 of 80

Announcements: 1. Gwyn’s son passed away at 39 last Tuesday. We don’t yet know when the Memorial will

be held. 2. Matt announced that the Pension Meeting will be via video conference on March 23rd at

6:00pm. 3. This is the final meeting of the current Officers of SEIU Local 521. 4. The Political Report will be immediately after Announcements. 5. Motion C will follow the Political Report. 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 January 20, 2016 Officers’ Meeting 2. Budget & Finance Committee Report from the February 17, 2016, Budget and

Finance meeting. The Committee reviewed the December, 2015, financials.

B&F Item 1 – Approved – the December 2015 Financials as presented.

B&F Item 2 – Approved – Determination of Number of Delegates to attend the SEIU International 2016 Convention in May 2016.

B&F Item 3 – Approved – Approval and Recommendation to Officers for Approval of the Corrected 2016 General Fund and Organizing Budgets.

Response from CEO and COSs to information Local Treasurer and two Trustees brought to a meeting December 5, 2015.

Signed Motions 3. The Good and Welfare Committee Report – donations for January 2016.

None Note: Any requests for assistance should be emailed to both RoseAnn

Dominguez at [email protected] and Karen Summers at karen.summers

@seiu521.org. Moved; seconded; passed as presented. Written Reports & Correspondence Requiring no Action by the Officers Reports 1st Vice President Report – none. PAC/PACE Totals Report – in packet Trustee Report – none Correspondence – none Political Consent Agenda Approval/Confirmation All Political Motions were approved as presented without discussion on the Motion B Political Consent Agenda. No motions were pulled.

Motion B – Political Consent Agenda Approval/Confirmation

6 of 80

Motion: To approve/confirm as presented without discussion the following Motions: Motions B - B/6 Moved; seconded; passed as presented.

Motion B/1 – Endorse Dave Potter for Monterey County Board of Supervisors District 5. Motion: To Endorse Pending the Vote of the MBCLC, Dave Potter for Monterey County District 5 Supervisor. Moved; seconded; passed as presented. Motion B/2 – Endorse Jane Parker Monterey County District 4 Supervisor. Motion: To Endorse Pending the Vote of the MBCLC, Jane Parker for Monterey County District 4 Supervisor. Moved; seconded; passed as presented. Motion B/3 – Endorse John Leopold for Santa Cruz County District 1 Supervisor. Motion: To Endorse Pending the Vote of the MBCLC, John Leopold for Santa Cruz County District 1 Supervisor. Moved; seconded; passed as presented. Motion B/4 – Contribute to Ash Kalra for California-Assembly 2016. Motion: To Contribute from the SEIU Local 521 Candidates Account $2,500 to Ash Kalra for California Assembly 2016. Moved; seconded; passed as presented. Motion B/5 – Contribute $600 to Seregio Jimenez for City Council 2016. Motion: To contribute from the SEIU Local 521 Candidates Account $600 to the Sergio Jimenez for City Council 2016. Moved; seconded; passed as presented. Motion B/6 – Contribute to South Bay Labor Council Unity is Power COPE 2016. Motion: To contribute $5,000 from the candidates account to South Bay Labor Council Unity is Power 2016 – guest speaker is Tom Steyer. Moved; seconded; passed as presented.

Political Report: Brian O’Neill Statewide SEIUs are working to get signatures for the Initiative regarding a minimum wage of $15 per hour and a raise in paid sick leave from 3 days to 6 days a year. SEIU Local 521 has a quota of 10,000 valid signatures by April 13th. Hillary is doing well. She has 2 out of 3 wins thus far and it is projected she will take 5 out of the next 7 races. Items Pulled from the Consent Agendas for Discussion - none and other oral reports:

None President’s Report: 1. None.

7 of 80

Chief Elected Officer’s Report: Luisa Blue SEIU International Convention May 22-24 – Nomination and Election process for delegates. This year the Convention will be in Detroit. We will send 25 delegates. Get your petitions in. State Council will have 3 pre-convention delegate orientation meetings so that delegates are prepared and know what is going on. In April the Locals need to do their Convention registrations. Then the International Secretary Treasurer certifies the lists. The 3 Divisions (Property Services, HomeCare, and Public Sector) will be assigned to 3 different hotels. Hillary may come to the Convention. There is no Lost Time the Delegates must take their own time off to be paid. Unexpected Death of Justice Scalia – its effect on Friedrichs v CTA and Immigration: Justice Scalia died unexpectedly on 2/13/16. The Friedrichs v CTA hearing was held January 11th. It is expected that we would have lost the decision in the public sector. It is not expected that the remaining justices will not decide to bring a decision because the chances are the decision would have been tied. If no decision is made by the Supreme Court, the decision of the next lower court will stand. They could choose to re-hear the case, but probably will not. The Immigration Reform Executive Order is not expected to be voted down by the justices. Our immigration people would like to push a vote, but a final decision has not been made as yet. There are cases and questions regarding ACA issues. There are over 30 cases similar to Friedrichs already waiting to be heard in the Supreme Court. Right to Work will continue to file cases at local the level. The basic rights of Union Shop and Agency Shop are and will continue to be challenged. Every challenge is an opportunity for Labor to stand up and fight. Our fight is to get the Community involved and backing us. Fight for $15: April 14th is a National Day of Action. National Strike throughout the County and World.

Unfinished Business: Motion C: Approval of the Corrected 2016 General Fund and Organizing Budgets. Motion: To approve the corrections to the Executive Board approved 2016 General Fund and Organizing Budgets 1.4 as reflected in the 2016 General Fund and Organizing Budgets 1.5. The General Fund and Organizing Budgets 1.5 will become the Approved Budgets for 2016. Duly moved; seconded; passed as presented.

New Business:

Motion D: To Support the County of Santa Cruz Chapter Municipal Code Change Regarding Sleeping Outside at Night. Motion: To support the position of the County of Santa Cruz Chapter Board to change the municipal code in Santa Cruz so that the act of sleeping outdoors at night would not be a crime.

8 of 80

Duly moved; seconded; passed as presented. Motion E: Authorization of the President’s Appointments of the Election Committee for the International Convention Delegates Election in 2016.. Motion: To authorize the President’s appointments of members to the Election Committee for the International Convention Delegates Election in March 2016: Vaughn Flaming, Molly Rodriguez, Wanda Wallace, Carolyn Woolfolk, and Carolyn Gipson. Duly moved; seconded; passed as presented. Motion F: Approval of the Voting Schedule for the 2016 International Convention Delegates Election. Motion: To approve the timeline for the 2016 International Convention Delegates attached.. Duly moved; seconded; passed as presented.

Informational Items:

Transformation Committee and other information for the newly elected officers – the Labor Movement is in decline – what do we do? We need to do organizing differently to survive and thrive. What would we look like? How would we do things differently? Leadership and member engagement; communications and IT; Community are all keys.

Revised International Code of Ethics adopted January 2016 becomes our Code of Ethics. There will be a training at Wonder Valley.

Adjournment: Thank yous were exchanged. The meeting was adjourned at 7:38pm.

LB: kns SEIU 521 CTW/CLC

9 of 80

THIS SHEET IS INTENTIONALLY LEFT BLANK

10 of 80

SEIU Local 521

2016 Budget FINAL approved 2/2016 version 1.5

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

42

43

44

45

46

47

48

49

50

51

54

56

57

58

59

61

63

64

65

66

67

68

B AF AH AI AJ

2016 version 1.5 2016 6mos w FP + 8 mos

abood 2016 version 1.5

6 mos.with FP Budget 6 mos. with abood

TOTAL DUES RECEIPTS Headcount 25,131,799 HeadcountOTHER INCOME 39,781 30,770 Interest & Dividends 9,968 SMIHSS Administrative ReimbursementSublease Rent 65,399 Misc. Income - SEIU Int'l subsidy B 82,195 BMisc. items spend from saving accounts A A Total Misc. Income 157,561 TOTAL GENERAL FUND INCOME 25,289,360 GENERAL FUND EXPENSESORGANIZING OFFSET 3,752,038 SALARIESAdministrative 5 484,378 5Admin Support 6 435,042 6Directors 12 1,095,223 12Internal Organizers/Research,CED,CESA,Pol 59 4,303,649 59Clerical 19 1,055,903 19Facilities 1 49,025 1Data Base 5 309,803 55% FTE vacancy rate 0 (386,651) 0Special project - pay by other funding A ATemp. Internal Organizers/Research 41,208 Temp. Clerical/Support 23,460 Vacation Liability Cash Out 113,525 Total Salaries 7,524,564 PAYROLL RELATED EXPENSES 107 107Pension 1,542,738 Payroll Taxes Expenses 734,637 Consultant - Trainer, NEG - Travel Staff-Admin 50,549 Travel Staff- Internal Organizers 163,538 Mileage/Ins. Reimb.-Admin & Director 6,656 Mileage/Ins. Reimb.-Internal Organizers 169,782 Telephone Reimbursement 81,855 Retiree Health Exp 13 162,665 13Retire Benefit Trust Fund 12 Benefits(Health, Dental, Vision,life,401K,Flex Plan matching) 2,909,304 Workers Comp Insurance 146,927 Recruiting exp 2,111 Total Payroll Related Expenses 5,970,773 Total Salaries & Payroll Expenses 13,495,338 MISCELLANEOUSAgency Fee/Assoc. Exp. 300,000 Capital Fund Expense 60,000 ** added IT equips.Admin exp share w. chapter 6,120 Free Life insurance to members (HAN & King only) 3,570 Retired Chapter Fund Reimbursement 11,309 Dodge Scholarship 15,000

Computer Database UnionWare 65,076 Accounting Software Gp 12,000 Total Miscellaneous 473,075

ARBITRATIONS & LEGAL

Arbitrations Fees & legal fees - representation A 194,846 A

Retainer 253,800

Automatic Legal Defense Fund ($0.12 per member per month)39,781 48,634 30,770 Total Arbitrations & Legal 497,280

FACILITIESRent-SJC 436,068 Rent-RWC 51,648

1 of 4 N:\Finance\Budgets\2016\2016budget1.5 2016 budget 1.5 with IT 3/2/2016 9:38 PM

11 of 80

SEIU Local 521


1

2

B AF AH AI AJ



6 mos.with FP Budget 6 mos. with abood70

71

72

73

74

75

76

77

78

79

81

82

83

84

85

86

87

88

89

90

91

92

93

94

95

96

97

98

99

100

101

102

103

104

105

106

107

108

109

110

111

112

113

114

115

116

117

118

119

120

121

122

123

124

125

126

127

128

129

130

131

132

Rent-Santa Cruz, Watsonville & Hollister & parking 40,712 Rent-Visalia & Hanford 6,600 Utilities 160,221 Kitchen Sundries 57,179 Gen. Liab. Ins. & Property Tax 157,254 Building Maintenance/Security/Janitorial 154,996 Total Admin - Facilities 1,064,677

ADMINISTRATIVE - OFFICESAudit/Acct. Fees 138,591 Subscriptions 1,955 Office Sundries 59,531 ** partial for IT suupliesOffice Equipment Leases 175,857 Equipment Maintenance & Repair Contracts 80,682 ** partial for IT equip maint & licenseContributions 1,206 Research Material & Data 2,388 Miscellaneous, off set by ORG Total Admin - Offices 460,209

INFORMATION TECHNOLOGYSupplies 26,400 Subscriptions 28,832 InternetProfessional Services Total Information Technology 55,232

COMMUNICATIONSPrinting 16,772 Paper 27,956 Website/Station/communication 5,573 Telephone & Internet & Tele conference 209,064 Postage 59,430 Professional Fees/Translations 1,277 Total Communications 320,070

CONFERENCES/MILEAGEStaff-Misc. Conf/Seminar 1,000 Exec. Board-Conferences & Training 2,000 Misc. Members-Reimbursed 1,000 Total Conferences/Mileage 4,000

STAFF MEETING & TRAININGStaff / Director Training 10,000 Staff - representation & political & communication 86,658 Clerical Staff 1,000 Executive Staff 1,000 Tuition Reim.-Internal Organizers 1,500 Tuition Reim.-OPEIU 1,500 Total Staff Training 101,658

EDUCATION & TRAINING Steward & Chief Steward & Leader Training 9,000 Executive Board 2,000 Education & Training Committee Meeting & Materials 500 Industry Training Events 5,000 Total Education & Training 16,500

0 0POLITICAL/SOCIAL INVOLVEMENTCandidates, Issues, IE Account ($0.25 per member per month)39,781 101,321 30,770 Legal & Accounting 12,699 Committee Meetings 9,450 Conferences 792


12 of 80

SEIU Local 521


1

2

B AF AH AI AJ



6 mos.with FP Budget 6 mos. with abood133

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

187

188

189

190

191

192

193

Electoral Staff/ Activity 100 Polls & Surveys 100

Special Printing 500

Subscriptions 100

Total Political/Social Involvement 125,062

SOCIAL & ECONOMIC JUSTICECommittee Meetings 39,781 4,000 30,770 Conferences $1.50 per capita 5,000 Contributions/Solidarity 3,000 Caucus Activities 47,672 Total Social & Economic Justice 59,672

MEMBER INVOLVEMENTMemorabilia/Give away Member Pride 20,000 Awards/Recognition 500 Ex Board Reimbursement 1,000 Rally Rental & Bus 500 Member Reimbursement/Lost time 5,000 Transportation & Vehicle Expenses 15,000 Total Member Involvement 42,000

NEGOTIATIONSPrinting Contracts - outside vendor 60,000 Meetings & Supplies 60,000 Strike Preparations 500 Automatic Strike Fund Transfer - reduction to $1/mon - Total Negotiations 120,500 MEETINGS & EVENTSExecutive Board Meetings 15,000 Steward/Council meetings 5,000 521 Party & other events 20,000 2016-521 Convention/2016 INTL Michigan 50,000 Officer Election-2015 75,000 Industries & Members conference 5,000 Miscellaneous 500 Total Meetings & Events 170,500

REPRESENTATIVE DUES rateSEIU $7.65 ea 39,781 3,100,423 7.65 30,770 SEIU Unity Fund $5.00ea 39,281 1,996,420 5 30,270 SEIU Retirees & ChildCare $1.00ea 900 10,800 1 900 SEIU/ State Council-$2.53ea 39,781 1,025,369 2.53 30,770 Nurse Alliance $1.45ea 600 10,440 1.45 600 So Bay CLC Jun/11$0.63,Jul/12$0.65 13,160 100,889 0.69 11,697 SMCO CLC $0.60ea 3,324 21,655 0.73 2,046 Fresno CLC $0.45ea 7,947 35,116 0.45 5,781 Bakersfield CLC $0.50ea, est. increase 8,506 19,666 0.25 5,580 Monterey & Santa Cruz LC $0.55ea 6,844 39,987 0.55 5,666 North Valley CLC 110 1,320 0 110 CA Labor Fed 25% X .70ea, pd old rate $0.47 39,781 9,524 0.0235 30,770 Building Trades-SMCO - Total Representative Dues 6,371,608

TOTAL EXPENSES 27,133,418

TOTAL INCOME LESS TOTAL EXPENSES (1,844,058)

VOLUNTARY TRANSFERSBuilding Funds 48,000 Strike Fund


13 of 80


14 of 80

Final , approved 2/2016 version 1.5

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

42

43

44

45

46

47

48

49

50

51

52

53

5455

56

5758

A O

Year 2016

12 months Budget

BUDGET FROM GENERAL FUNDBUDGET FROM GENERAL FUNDBUDGET FROM GENERAL FUNDBUDGET FROM GENERAL FUND 3,752,038

EXPENSESEXPENSESEXPENSESEXPENSES

Legal - Org 28,200 Salaries - Organizing -26 staff 1,928,750 Salaries - Org / Intern / Lost Timer 50,000 Part Time Exp - Org 103,113 Workers Comp. Insurance Exp - Org 67,506 Payroll Tax Exp - Org 231,450 Employee Benefits Exp - Org 730,375 Pension Plan Exp - Org 405,037 401k Matching Exp - Org 48,956 Staff Recruiting Exp - Org 356 Vacation / Comp Time Exp - Org 4,456 Training Exp - Org 2,634 Mileage Reimbursement Exp - Org 17,358 Vehicle Exp - Org 51,414

RENT EXPENSES - Organizing 30,000 Telephone Exp - Org 35,976 Utilities Exp - Org 4,484 Equipment Leasing Exp - Org 6,057 Equipment Maintanence & Repair Exp - Org 1,139 Building Maintenance & Repair Exp - Org 11,112 Office Supplies Exp - Org 453 Lunchroom Supplies Exp - Org 4,986 Paper Exp - Org 1,539 Printing Exp - Org 1,386 IT Supplies Exp - Org 6,600 IT Internet Exp - Org

IT Subscriptions - Org 7,208 IT Professional Services - Org

Postage Exp - Org 24,788 Communication Cost Exp - Org 12,000

Referral lead/DATA - Organizing 2,400 Professional Fee Exp - Org 2,474

Translation Expenses - Organ 1,200

Computer Database Services 3,588 Subscriptions Exp - Org 458 Travel Exp - Org 356,471 Conference Exp - Org 1,911 Rally / Bus Rental Exp - Org 5,379 Memorabilia / Give Away Exp - Org 30,636 Meeting Exp - Org 9,911 Donation Exp - Org 7,500 SEIU Int'l Share Cost 507,324

TOTAL ORGANIZING EXPENSESTOTAL ORGANIZING EXPENSESTOTAL ORGANIZING EXPENSESTOTAL ORGANIZING EXPENSES 4,746,580 NET INCOMENET INCOMENET INCOMENET INCOME (994,542)

estimate payroll

SEIU LOCAL 521SEIU LOCAL 521SEIU LOCAL 521SEIU LOCAL 521

OrganizingOrganizingOrganizingOrganizing

2016 Ext. Org. Budget 2016 Ext. Org. Budget 2016 Ext. Org. Budget 2016 Ext. Org. Budget

N:\Finance\Budgets\2016\2016budget1.5 2016 ORG budget 1.5 with IT 3/2/2016 7:24 PM

15 of 80


16 of 80

SEIU Local 521

Bank Balance on Saving and Investment accounts

as of Jan. 31, 2016

DOCUMENT # 1

DISCRETIONARY SAVINGS

ITEMS GL# ACCOUNT NAME Bank

ENDING BALANCE as of

12/31/2015 +/- reason


1/31/2016

1 1005 CONTINGENCY FUND Bank of The West #18986 50,088.75 50,088.75

2 1006 STRIKE FUND Bank of The West #18978 64,258.98 64,258.98

3 1006 STRIKE FUND Bank of The West - T- Bill Matures 5/31/2016800,000.00 800,000.00

4 1006 STRIKE FUND Bank of The West - T- Bill Matures 2/22/2016700,000.00 700,000.00

5 1016 LEGAL DEFENSE FUND Bank of The West # 28691 129,341.11 Accrued $0.12 per month per member 133,203.00

6 1016 LEGAL DEFENSE FUND Bank of The West - T- Bill Matures 5/31/2016500,000.00 500,000.00

7 1017 GOOD & WELFARE FUND Bank of The West #28758 2,882.15 2,882.15

8 1017 GOOD & WELFARE FUND Bank of The West - T- Bill Matures 5/31/201665,000.00 65,000.00

9 1018 CAPITAL FUND Bank of The West # 28667 47,361.63 Accrued $5,000 per month 52,361.63

10 1019 BUILDING FUND Bank of The West # 28733 99,480.33 Acc $4k per mon, 103,480.00

11 1011 Accrued Vacation from EO to IO Bank of The West #18820 150,330.32 Vacation bank transfer between EO and IO 150,330.32

Total reserve 2,608,743.27$ 2,621,604.83$

POLITICAL - PAC money

12 PAC - Candidates US Bank - Olson 171,013.96 Olson Statement Reconciled as of 1/31/2016 172,580.34

13 PAC - Issues US Bank - Olson 47,237.16 Olson Statement Reconciled as of 1/31/2016 41,353.54

14 PAC - Independent Expenditure US Bank - Olson 202,221.32 Olson Statement Reconciled as of 1/31/2016 202,171.32

420,472.44$ 416,105.20$

MANDATORY SAVINGS

15 1002 ORGANIZING FUND Bank of The West #18895 804,876.79 1,341,403.17

16 1002 ORGANIZING FUND Bank of The West - T- Bill Matures 5/31/16, 2/22/161,900,000.00 1,500,000.00

17 1002 ORGANIZING FUND Monterey County Employee Credit Union 203,767.39 CD with credit union, mature 2/28/2016 203,870.12

18 1002 ORGANIZING FUND Acc Vac Bank of The West #33823 473,040.88 Accrued time off - adjust monthly to actual accrual 461,506.77

19 1003 AGENCY FEE Bank of The West #18960 249,882.10 $60,000 accrual monthly 104,735.95

20 1003 AGENCY FEE Bank of The West - T- Bill Matures 3/30/2016700,000.00 700,000.00

4,331,567.16$ 4,311,516.01$

Unfunded Reserve and Liabilities

21 2150-10 RETIREE BENEFIT TRUST Unfunded Reserve 560.00 + $1 / month 561.00

22 2150-11 CLARENCE DODGE SCHOLARSHIPUnfunded Reserve 20,131.04 + $1250 / mon, scholarship sent for 2015 21,381.04

23 2400-00 Accrued Vacation for General Fund Liabilities 2,236,353.17 adjust monthly to actual accrual 2,189,907.09

2,257,044.21$ 2,211,849.13$

N:\Finance\Monthend\2016\bANKBALBOARD2016 0116 3/9/2016 8:31 PM

17 of 80

SEIU Local 521

Bank Balance on Saving and Investment accounts

as of Feb. 29th, 2016

DOCUMENT # 1

DISCRETIONARY SAVINGS

ITEMS GL# ACCOUNT NAME Bank


1/31/2016 +/- reason


2/29/2016

1 1005 CONTINGENCY FUND Bank of The West #18986 50,088.75 50,088.75

2 1006 STRIKE FUND Bank of The West #18978 64,258.98 64,258.98

3 1006 STRIKE FUND Bank of The West - T- Bill Matures 5/31/2016 800,000.00 800,000.00

4 1006 STRIKE FUND Bank of The West - T- Bill Matures 2/22/2016 700,000.00 700,000.00

5 1016 LEGAL DEFENSE FUND Bank of The West # 28691 133,203.00 Accrued $0.12 per month per member 137,065.11

6 1016 LEGAL DEFENSE FUND Bank of The West - T- Bill Matures 5/31/2016 500,000.00 500,000.00

7 1017 GOOD & WELFARE FUND Bank of The West #28758 2,882.15 2,882.15

8 1017 GOOD & WELFARE FUND Bank of The West - T- Bill Matures 5/31/2016 65,000.00 65,000.00

9 1018 CAPITAL FUND Bank of The West # 28667 52,361.63 Accrued $5,000 per month 57,361.63

10 1019 BUILDING FUND Bank of The West # 28733 103,480.00 Acc $4k per mon, 107,480.33

11 1011 Accrued Vacation from EO to IO Bank of The West #18820 150,330.32 Vacation bank transfer between EO and IO 150,330.32

Total reserve 2,621,604.83$ 2,634,467.27$

POLITICAL - PAC money

12 PAC - Candidates US Bank - Olson 172,580.34 Olson Statement Reconciled as of 2/29/2016 170,051.22

13 PAC - Issues US Bank - Olson 41,353.54 Olson Statement Reconciled as of 2/29/2016 49,782.81

14 PAC - Independent Expenditure US Bank - Olson 202,171.32 Olson Statement Reconciled as of 2/29/2016 202,171.32

416,105.20$ 422,005.35$

MANDATORY SAVINGS

15 1002 ORGANIZING FUND Bank of The West #18895 1,341,403.17 1,340,516.66

16 1002 ORGANIZING FUND Bank of The West - T- Bill Matures 5/31/16 1,500,000.00 1,500,000.00

17 1002 ORGANIZING FUND Monterey County Employee Credit Union 203,870.12 CD with credit union, mature 2/28/2016 203,870.12

18 1002 ORGANIZING FUND Acc Vac Bank of The West #33823 461,506.77 Accrued time off - adjust monthly to actual accrual 471,947.39

19 1003 AGENCY FEE Bank of The West #18960 104,735.95 $60,000 accrual monthly 129,735.95

20 1003 AGENCY FEE Bank of The West - T- Bill Matures 3/30/2016 700,000.00 700,000.00

4,311,516.01$ 4,346,070.12$

Unfunded Reserve and Liabilities

21 2150-10 RETIREE BENEFIT TRUST Unfunded Reserve 561.00 + $1 / month 562.00

22 2150-11 CLARENCE DODGE SCHOLARSHIPUnfunded Reserve 21,381.04 + $1250 / mon, scholarship sent for 2015 22,631.04

23 2400-00 Accrued Vacation for General Fund Liabilities 2,189,907.09 adjust monthly to actual accrual 2,236,825.40

2,211,849.13$ 2,260,018.44$

N:\Finance\Monthend\2016\bANKBALBOARD2016 0216 4/1/2016 5:55 PM

18 of 80

DOC #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

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

A B C D E F G H I

Jan NotesNotesNotesNotes

Actual Budget Actual Better/(Worse) Budget Actual Better/(Worse)

TOTAL DUES RECEIPTS 2,172,533 2,403,221 2,449,502 46,281 4,806,442 4,622,035 (184,407)

OTHER INCOME

Interest & Dividends 3,960 831 - (831) 1,661 3,960 2,299

Sublease Rent 5,323 5,450 5,823 373 10,900 11,146 246

Misc. Income - SEIU Int'l Subsidy - 6,850 (1,903) (8,753) 13,699 (1,903) (15,602)

TOTAL OTHER INCOME 9,283 13,131 3,920 (9,211) 26,260 13,203 (13,057)

TOTAL GENERAL FUND INCOME 2,181,816 2,416,352 2,453,422 37,070 4,832,702 4,635,238 (197,464)

GENERAL FUND EXPENSESORGANIZING OFFSET 312,670 312,670 312,670 - 625,340 625,340 -

SALARIES

Administrative 36,662 37,260 36,661 599 74,520 73,323 1,197

Admin Support 33,698 33,465 33,483 (18) 66,930 67,181 (251)

Directors 73,981 84,248 75,175 9,073 168,496 149,156 19,340 SCCO position VACInternal Organizers/Research 316,462 331,050 312,362 18,688 662,100 628,824 33,276 vacant positionsClerical 69,107 81,223 76,488 4,735 162,447 145,595 16,852

Facilities 9,404 3,771 3,697 74 7,542 13,101 (5,559)

Data Base Services 23,281 23,831 22,961 870 47,662 46,242 1,420

Temp. Internal Organizers/Research 1,665 3,434 821 2,613 6,868 2,486 4,382

Temp. Clerical/Support - 1,955 - 1,955 3,910 - 3,910

Vacation & Comp Time 8,340 9,460 7,931 1,529 18,921 16,271 2,650 actual cash out5% FTE Vacancy Rate - (29,742) - (29,742) (59,484) - (59,484)

TOTAL SALARIES 572,600 579,955 569,579 10,376 1,159,912 1,142,179 17,733

PAYROLL RELATED

Pension 113,779 118,672 114,282 4,390 237,344 228,061 9,283

Payroll Taxes 90,008 56,511 56,019 492 113,021 146,027 (33,006) it will catch throught out the yearTravel Staff - Admin 2,006 4,296 2,363 1,933 8,592 4,369 4,223

Travel Staff - Internal Organizers 2,831 13,628 8,226 5,402 27,256 11,057 16,199

Mileage/Ins. Reimb.-Admin & Director 269 555 502 53 1,109 771 338

Mileage/Ins. Reimb.-Internal Organizers 12,726 14,149 13,148 1,001 28,297 25,874 2,423

Telephone Reimbursement 7,682 6,821 7,388 (567) 13,643 15,070 (1,427)

Retiree Health 11,358 13,555 11,584 1,971 27,111 22,942 4,169

Retire Benefit Trust Fund 1 - 1 (1) - 2 (2)

Benefits (Health,Dental,Vision,Life,401K,Flex Plan) 233,643 242,442 235,224 7,218 484,884 468,867 16,017

Workers Comp Insurance 13,544 12,244 13,544 (1,300) 24,488 27,088 (2,600) rate increase across the boardRecruiting 90 176 214 (38) 352 304 48

TOTAL PAYROLL RELATED 487,937 483,049 462,495 20,554 966,097 950,432 15,665

TOTAL SALARIES & PAYROLL RELATED 1,060,537 1,063,004 1,032,074 30,930 2,126,009 2,092,611 33,398

MISCELLANEOUS

Agency Fee 25,000 25,000 25,000 - 50,000 50,000 -

Capital Fund 5,000 5,000 5,000 - 10,000 10,000 -

Admin Exp Share w/Chapters 392 510 612 (102) 1,020 1,004 16

Free Life Insurance to Members (SCR, MRY & BFL) 319 298 319 (21) 595 638 (43)

Chapter Fund Reimbursement 2,251 942 1,371 (429) 1,885 3,622 (1,737) it will catch throught out the yearDodge Scholarship 1,250 1,250 1,250 - 2,500 2,500 -

Computer Database Unionware 9,128 5,423 1,638 3,785 10,846 10,766 80

TOTAL MISCELLANEOUS 43,340 38,423 35,190 3,233 76,846 78,530 (1,684)

ARBITRATIONS & LEGAL

Arbitrations Fees & Legal Admin 2,660 16,237 9,931 6,306 32,474 12,591 19,883

Retainer 21,150 21,150 21,150 - 42,300 42,300 - Automatic Legal Defense Fund ($0.25 per member per month) 3,862 4,053 3,862 191 8,106 7,724 382

TOTAL ARBITRATIONS & LEGAL 27,672 41,440 34,943 6,497 82,880 62,615 20,265

FACILITIES

Rent - San Jose 36,375 36,339 36,295 44 72,678 72,670 8

Rent - Redwood City 4,454 4,304 4,454 (150) 8,608 8,908 (300)

Rent - Santa Cruz & Watsonville 3,866 3,393 3,866 (473) 6,785 7,732 (947)

Rent - Hanford 550 550 550 - 1,100 1,100 -

Utilities 8,719 13,352 11,858 1,494 26,704 20,577 6,127

Kitchen Sundries 1,368 4,765 2,875 1,890 9,530 4,243 5,287

General Liability Insurance & Property Tax 16,483 13,105 16,204 (3,099) 26,209 32,687 (6,478) rate increaseBuilding Maintenance/Security/Janitorial 17,848 12,916 15,952 (3,036) 25,833 33,800 (7,967) more expenses than anticipatedTOTAL FACILITIES 89,663 88,724 92,054 (3,330) 177,447 181,717 (4,270)

ADMINISTRATIVE - OFFICES

Audit/Acct. Fees 2,614 11,549 7,993 3,556 23,099 10,607 12,492

Subscriptions 23 171 466 (295) 343 489 (146)

Office Sundries 51 4,961 3,577 1,384 9,922 3,628 6,294

Office Equipment Leases 11,043 14,655 14,541 114 29,310 25,584 3,726

SEIU LOCAL 521Income Statement - Current and YTD

For the Two Months Ending Monday, February 29, 2016

Feb Y-T-D

N:\Finance\Monthend\2016\0216\Income Statement 02160216 4/1/20165:42 PM 1 of319 of 80

DOC #2

1

2

3

4

5

6

A B C D E F G H I





Feb Y-T-D

84

85

86

87

88

89

90

91

92

93

94

95

96

97

98

99

100

101

102

103

104

105

106

107

108

109

110

111

112

113

114

115

116

117

118

119

120

121

122

123

124

125

126

127

128

129

130

131

132

133

134

135

136

137

138

139

140

141

142

143

144

145

146

147

148

149

150

151

152

153

154

155

156

157

158

159

160

Equipment Maintenance & Repair Contracts 1,262 6,724 739 5,985 13,447 2,001 11,446

Contributions 68 101 133 (32) 201 201 -

Research Material & Data / Tele Townhall 199 199 199 - 398 398 -

TOTAL ADMIN - OFFICES 15,260 38,360 27,648 10,712 76,720 42,908 33,812

INFORMATION TECHNOLOGY

Supplies 333 2,200 1,864 336 4,400 2,197 2,203

Internet 10,466 10,468 10,392 76 20,936 20,858 78

Subscriptions 997 2,403 199 2,204 4,805 1,196 3,609

TOTAL INFORMATION TECHNOLOGY 11,796 15,071 12,455 2,616 30,141 24,251 5,890

COMMUNICATIONS

Printing 1,899 1,398 1,975 (577) 2,795 3,874 (1,079)

Paper 417 2,330 2,495 (165) 4,659 2,912 1,747

Website/Station/Communication - 464 1 463 929 1 928

Telephone & Internet 6,844 5,714 7,203 (1,489) 11,428 14,047 (2,619)

Postage 5,745 4,953 1,485 3,468 9,905 7,230 2,675

Professional Fees/Translations 98 106 150 (44) 213 248 (35)

TOTAL COMMUNICATIONS 15,003 14,965 13,309 1,656 29,929 28,312 1,617

STAFF MEETING & TRAINING

Staff/Director Training 555 917 1,004 (87) 1,833 1,559 274

Staff - Representation & Political & Communication 5,098 7,222 5,576 1,646 14,443 10,674 3,769

Clerical Staff - 83 - 83 167 - 167

Executive Staff - - - - - - -

Tuition Reimbursement - CWA - 125 - 125 250 - 250

Tuition Reimbursement - OPEIU - 125 - 125 250 - 250

TOTAL STAFF MEETING & TRAINING 5,653 8,472 6,580 1,892 16,943 12,233 4,710

EDUCATION & TRAINING

Steward & Chief Steward Training 235 417 559 (142) 833 794 39

Executive Board - 167 - 167 333 - 333

Education & Training Committee Meeting & Materials - 792 - 792 1,583 - 1,583

Industry Training Events 17 417 - 417 833 17 816

TOTAL EDUCATION & TRAINING 252 1,793 559 1,234 3,582 811 2,771

POLITICAL/SOCIAL INVOLVEMENT

Candidates Account ($0.25 per Member per Month) 7,233 8,443 7,642 801 16,887 14,875 2,012

Issues Account ($0.25 per Member per Month) - - - - - - -

I.E. Account ($0.00 per Member per Month) - - - - - - -

Legal 778 1,058 1,242 (184) 2,117 2,020 97

Committee Meetings 560 788 297 491 1,575 857 718

Conferences - 66 - 66 132 - 132

Electoral Staff/Activity - - - -

Polls & Surveys - 17 - 17 33 - 33

Special Printing - 42 - 42 83 - 83

Subscriptions - 8 - 8 17 - 17

TOTAL POLITICAL/SOCIAL INVOLVEMENT 8,571 10,422 9,181 1,241 20,844 17,752 3,092

SOCIAL & ECONOMIC JUSTICE

Committee Meetings 128 879 118 761 1,757 246 1,511

Conferences - 208 - 208 417 - 417

Contributions/Solidarity - 94 195 (101) 188 195 (7)

Caucus Activities 2,098 3,792 3,583 209 7,583 5,681 1,902

TOTAL SOCIAL & ECONOMIC JUSTICE 2,226 4,973 3,896 1,077 9,945 6,122 3,823

MEMBER INVOLVEMENT

Memorabilia/Give Away/Member Pride - 1,667 438 1,229 3,333 438 2,895

Awards/Recognition - 42 - 42 83 - 83

Planning & Event Prep - - - - - - -

Ex Board/Advisory Board Reimbursement - 83 - 83 167 - 167

Rally Rental & Bus - 42 - 42 83 - 83

Member Reimbursement/Lost time 43 417 502 (85) 833 545 288

Transportation & Vehicle 892 1,250 1,659 (409) 2,500 2,551 (51)

TOTAL MEMBER INVOLEMENT 935 3,501 2,599 902 6,999 3,534 3,465

NEGOTIATIONS

Printing Contracts - 5,000 - 5,000 10,000 - 10,000

Meetings & Supplies 1,422 5,000 2,026 2,974 10,000 3,448 6,552

Strike Preparations - 42 - 42 83 - 83

TOTAL NEGOTIATIONS 1,422 10,042 2,026 8,016 20,083 3,448 16,635

MEETINGS & EVENTS

Executive Board Meetings 454 1,250 1,604 (354) 2,500 2,058 442

Steward/Council Meetings 241 - 426 (426) - 667 (667)

Officer Election - 2015 719 - - - 75,000 719 74,281 will pay in MarchBy Law Convention - 400 Members - - - -


DOC #2

1

2

3

4

5

6

A B C D E F G H I





Feb Y-T-D

161

162

163

164

165

166

167

168

169

170

171

172

173

174

175

176

177

178

179

180

181

182

183

184

185

186

187

188

189

Industries & Members Conference - 458 236 222 917 236 681

Miscellaneous - - - - - - -

TOTAL MEETINGS & EVENTS 1,414 1,708 2,266 (558) 78,417 3,680 74,737

REPRESENTATIVE DUES

SEIU $7.65 ea 287,767 258,369 305,256 (46,887) 516,737 593,023 (76,286) more than projectiionSEIU Unity Fund $5.00ea 184,810 166,368 192,475 (26,107) 332,737 377,285 (44,548) more than projectiionSEIU Retirees $1.00ea 817 400 497 (97) 800 1,314 (514) more than projectiionSEIU State Council $2.53ea 94,445 85,447 100,053 (14,606) 170,895 194,498 (23,603) more than projectiionNurse Alliance $1.45ea 934 870 929 (59) 1,740 1,863 (123) more than projectiionSo Bay CLC $0.65ea 9,593 8,407 9,896 (1,489) 16,815 19,489 (2,674) more than projectiionSMCO CLC $0.70ea 1,819 1,805 1,837 (32) 3,609 3,656 (47)

Fresno CLC $0.45ea 2,213 2,926 2,820 106 5,853 5,033 820

Bakersfield CLC $0.25ea 2,095 1,639 2,173 (534) 3,278 4,268 (990)

Monterey & Santa Cruz LC $0.55ea 4,062 3,332 3,540 (208) 6,665 7,602 (937)

CA Labor Fed 25% X .47ea 883 794 936 (142) 1,587 1,819 (232)

North Valley CLC $.55ea 110 110 110 - 220 220 -

TOTAL REPRESENTATIVE DUES 589,548 530,467 620,522 (90,055) 1,060,936 1,210,070 (149,134)

TOTAL GENERAL FUND EXPENSES 2,185,962 2,184,035 2,207,972 (23,937) 4,443,061 4,393,934 49,127

TOTAL INCOME LESS TOTAL EXPENSES (4,146) 232,317 245,450 13,133 389,641 241,304 (148,337)

VOLUNTARY TRANSFERS

Building Funds 4,000 4,000 4,000 - 8,000 8,000 -

Strike Funds - - - - - - -

TOTAL VOLUNTARY TRANSFERS 4,000 4,000 4,000 - 8,000 8,000 -

TOTAL INCOME LESS EXPENSES & TRANSFERS (8,146) 228,317 241,450 13,133 381,641 233,304 (148,337)



22 of 80

DOC #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

50

51

52

53

5455

56

A B C D E F G H

JanJanJanJan

ActualActualActualActual BudgetBudgetBudgetBudget ActualActualActualActual Better/(Worse)Better/(Worse)Better/(Worse)Better/(Worse) BudgetBudgetBudgetBudget ActualActualActualActual Better/(Worse)Better/(Worse)Better/(Worse)Better/(Worse)

BUDGET FROM GENERAL FUNDBUDGET FROM GENERAL FUNDBUDGET FROM GENERAL FUNDBUDGET FROM GENERAL FUND 312,670312,670312,670312,670 312,670312,670312,670312,670 312,670312,670312,670312,670 ---- 625,340625,340625,340625,340 625,340625,340625,340625,340 ----

EXPENSESEXPENSESEXPENSESEXPENSES

Legal - Org 2,350 2,350 2,350 - 4,700 4,700 -

Salaries - Organizing 103,317 160,729 95,850 64,879 321,458 199,167 122,291

Salaries - Org / Intern / Lost Timer - 4,167 - 4,167 8,333 - 8,333

Part Time Exp - Org 45,012 8,593 6,024 2,569 17,186 51,036 (33,850)

Workers Comp. Insurance Exp - Org 1,905 5,626 1,905 3,721 11,251 3,810 7,441

Payroll Tax Exp - Org 8,125 19,288 7,315 11,973 38,575 15,440 23,135

Employee Benefits Exp - Org 31,267 60,865 31,599 29,266 121,729 62,866 58,863

Pension Plan Exp - Org 19,542 33,753 20,119 13,634 67,506 39,661 27,845

401k Matching Exp - Org 2,575 4,080 2,341 1,739 8,159 4,916 3,243

Staff Recruiting Exp - Org 51 30 - 30 59 51 8

Vacation / Comp Time Exp - Org 3,121 371 - 371 743 3,121 (2,378)

Training Exp - Org - 220 - 220 439 - 439

Mileage Reimbursement Exp - Org 815 1,447 2,631 (1,184) 2,893 3,446 (553)

Vehicle Exp - Org 5,163 4,285 1,997 2,288 8,569 7,160 1,409

Rent Exp - Org - 2,500 - 2,500 5,000 - 5,000

Telephone Exp - Org 1,865 2,998 2,236 762 5,996 4,101 1,895

IT Supplies Exp - Org - 550 557 (7) 1,100 557 543

IT Supplies Exp VIS - Org 47 - - - - 47 (47)

IT Subscriptions - Org - 601 - 601 1,201 - 1,201

IT Internet Exp - Org 1,240 1,240 1,240 - 2,480 2,480 -

Utilities Exp - Org 117 374 473 (99) 747 590 157

Equipment Leasing Exp - Org 434 505 486 19 1,010 920 90

Equipment Maintanence & Repair Exp - Org - 95 - 95 190 - 190

Building Maintenance & Repair Exp - Org 3,088 926 1,532 (606) 1,852 4,620 (2,768)

Office Supplies Exp - Org 10 38 393 (355) 76 403 (327)

Lunchroom Supplies Exp - Org - 416 1,103 (687) 831 1,103 (272)

Paper Exp - Org 528 128 - 128 257 528 (271)

Printing Exp - Org - 116 - 116 231 - 231

Postage Exp - Org - 2,066 - 2,066 4,131 - 4,131

Communication Cost Exp - Org - 1,000 - 1,000 2,000 - 2,000

Translation Exp - Org - 100 - 100 200 - 200

Computer Database Services Exp - Org - 299 - 299 598 - 598

Referral Lead Exp - Org - 200 - 200 400 - 400

Professional Fee Exp - Org - 206 - 206 412 - 412

Subscriptions Exp - Org 23 38 23 15 76 46 30

Travel Exp - Org 21,289 29,706 35,270 (5,564) 59,412 56,559 2,853

Conference Exp - Org - 159 900 (741) 319 900 (581)

Rally / Bus Rental Exp - Org - 448 - 448 897 - 897

Memorabilia / Give Away Exp - Org - 2,553 - 2,553 5,106 - 5,106

Meeting Exp - Org 67 826 261 565 1,652 328 1,324

Donation Exp - Org - 625 - 625 1,250 - 1,250

SEIU Int'l Share Cost - 42,277 - 42,277 84,554 - 84,554

TOTAL ORGANIZING EXPENSESTOTAL ORGANIZING EXPENSESTOTAL ORGANIZING EXPENSESTOTAL ORGANIZING EXPENSES 251,951251,951251,951251,951 396,794396,794396,794396,794 216,605216,605216,605216,605 180,189180,189180,189180,189 793,578793,578793,578793,578 468,556468,556468,556468,556 325,022325,022325,022325,022

NET INCOMENET INCOMENET INCOMENET INCOME 60,71960,71960,71960,719 (84,124)(84,124)(84,124)(84,124) 96,06596,06596,06596,065 180,189180,189180,189180,189 (168,238)(168,238)(168,238)(168,238) 156,784156,784156,784156,784 325,022325,022325,022325,022

FebFebFebFeb Y-T-D Y-T-D Y-T-D Y-T-D

SEIU LOCAL 521SEIU LOCAL 521SEIU LOCAL 521SEIU LOCAL 521

OrganizingOrganizingOrganizingOrganizing

Income StatementIncome StatementIncome StatementIncome Statement

For the Two Months Ending Monday, February 29, 2016 For the Two Months Ending Monday, February 29, 2016 For the Two Months Ending Monday, February 29, 2016 For the Two Months Ending Monday, February 29, 2016

N:\Finance\Monthend\2016\0216\Income Statement - ORG 02160216 23 of 80


24 of 80

SEIU Local 521Per Capita Analysis

DOC# 5

1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

A B C D E F G RREGION 1

County Office B C Jan-16 Feb-16 AVERAGE

SCC SJC 12 M Achievekids 98 96 97

SCC SJC 12 A Achievekids - Agency - 1 1

SCC SJC 12 M American Red Cross Blood Services Northern California Region 36 35 36

SCC SJC 12 A American Red Cross Blood Services Northern California Region - Agency- - -

SCC SJC 12 M Campbell Union High School District - 63 32

SCC SJC 12 A Campbell Union High School District - Agency - 1 1

SCC RWC 26 M City of East Palo Alto 28 25 27

SCC RWC 26 A City of East Palo Alto - Agency 3 8 6

SMC RWC 26 M City of Menlo Park 101 100 101

SMC RWC 26 A City of Menlo Park - Agency 182 182 182

SCC RWC 26 M City of Mountain View 121 118 120

SCC RWC 26 A City of Mountain View - Agency 32 36 34

SCC RWC 26 M City of Palo Alto 376 368 372

SCC RWC 26 A City of Palo Alto - Agency 284 300 292

SMC RWC 26 M City of Redwood City 208 208 208

SMC RWC 26 A City of Redwood City - Agency 35 36 36

SMC RWC 26 M City of San Mateo 112 109 111

SMC RWC 26 A City of San Mateo - Agency 90 97 94

SCC RWC 26 M City of Sunnyvale 33 32 33

SCC RWC 26 A City of Sunnyvale - Agency 13 13 13

SCC SJC 26 M Community Solutions 162 161 162

SMC RWC 26 M County - San Mateo 943 942 943

SMC RWC 26 A County - San Mateo - Agency 590 610 600

SCC SJC 26 M County - Santa Clara 8,688 8,657 8,673

SCC SJC 26 A County - Santa Clara - Agency 822 817 820

SMC RWC 26 M Court - San Mateo County 140 137 139

SMC RWC 26 A Court - San Mateo County - Agency 38 43 41

SCC SJC 26 M Court - Santa Clara County 62 62 62

SCC SJC 26 A Court - Santa Clara County - Agency 6 - 3

SCC SJC 12 M Cupertino Union School District 60 172 116

SCC SJC 12 A Cupertino Union School District - Agency 12 18 15

SCC SJC 26 M Gardner Family Care Corporation 129 132 131

SCC SJC 26 A Gardner Family Care Corporation - Agency 10 10 10

SCC SJC 24 M Hope Services 98 96 97

SCC SJC 24 A Hope Services - Agency 101 104 103

SCC SJC 26 M Housing Authority of the County of Santa Clara 50 50 50

SCC SJC 26 A Housing Authority of the County of Santa Clara - Agency 10 10 10

SCC SJC 26 M Humane Society of Silicon Valley 14 14 14

SCC SJC 26 A Humane Society of Silicon Valley - Agency 10 9 10

SCC SJC 24 M Law Foundation of Silicon Valley 54 54 54

SCC SJC 24 A Law Foundation of Silicon Valley - Agency 3 3 3

SCC SJC 26 M Momentum for Mental Health 239 239 239

SCC SJC 26 A Momentum for Mental Health - Agency 7 6 7

SCC SJC 12 M Morgan Hill Unified School District - 302 151

SCC SJC 12 A Morgan Hill Unified School District - Agency - 11 6

SCC SJC 12 M Orchard School District - - -

SCC SJC 12 A Orchard School District - Agency - - -

SMC RWC 12 M Peninsula Jewish Community Center 53 53 53

SCC SJC 26 M Rebekah Children's Services 75 80 78

SCC SJC 12 M San Andreas Regional Center 219 218 219

SCC SJC 12 A San Andreas Regional Center - Agency 9 10 10

N:\Finance\Monthend\2016\0216\Per Capita Analysis 0216.xlsx2016 1 of 427 of 80


DOC# 5

2A B C D E F G R


54555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100101102103104105

SCC SJC 12 M Santa Clara COE 758 787 773

SCC SJC 12 A Santa Clara COE - Agency 602 562 582

SCC SJC 26 M Santa Clara Valley Transportation Authority 255 251 253

SCC SJC 26 A Santa Clara Valley Transportation Authority - Agency 5 4 5

SCC SJC 24 M Starlight Community Services 58 53 56

REGION 2

SBC SNS 24 M Chamberlain's Children Center 49 42 46

MRY SNS 26 M CHISPA Housing Management Inc 33 33 33

MRY SNS 26 M City of Greenfield 13 14 14

MRY SNS 26 A City of Greenfield - Agency - - -

SBC SNS 26 M City of Hollister 29 29 29

SBC SNS 26 A City of Hollister - Agency 5 5 5

MRY SNS 26 M City of King City 9 9 9

MRY SNS 26 A City of King City - Agency 3 3 3

MRY SNS 12 M City of Salinas 92 96 94

MRY SNS 12 A City of Salinas - Agency 98 106 102

SCR SCR 26 M City of Santa Cruz 480 481 481

SCR SCR 26 A City of Santa Cruz - Agency 136 156 146

SCR SCR 12 M City of Scotts Valley 21 21 21

SCR SCR 12 A City of Scotts Valley - Agency - - -

MRY SNS 26 M City of Soledad 30 30 30

MRY SNS 26 A City of Soledad - Agency - - -

SCR SCR 24 M City of Watsonville 50 51 51

SCR SCR 24 A City of Watsonville - Agency 1 1 1

SCR SCR 12 M Community Bridges - 97 49

SCR SCR 12 A Community Bridges - Agency - 11 6

MRY SNS 12 M County - Monterey 2,134 2,150 2,142

MRY SNS 12 A County - Monterey - Agency 882 903 893

SBC SNS 26 M County - San Benito 153 151 152

SBC SNS 26 A County - San Benito - Agency 93 94 94

SCR SCR 26 M County - Santa Cruz 1,461 1,453 1,457

SCR SCR 26 A County - Santa Cruz - Agency 116 110 113

MRY SNS 12 M Court - Monterey County 87 - 44

MRY SNS 12 A Court - Monterey County - Agency 36 - 18

SBC SNS 26 M Court - San Benito County 10 10 10

SBC SNS 26 A Court - San Benito County - Agency 11 11 11

SCR SCR 26 M Court - Santa Cruz County 87 88 88

SCR SCR 26 A Court - Santa Cruz County - Agency 1 1 1

SCR SCR 12 M Encompass CS - - -

SCR SCR 12 A Encompass CS - Agency - - -

MRY SNS 12 M Housing Authority of the County of Monterey 49 50 50

MRY SNS 12 A Housing Authority of the County of Monterey - Agency 2 1 2

MRY SNS 26 M MAOF 103 107 105

MRY SNS 26 A MAOF - Agency 4 5 5

SCR SCR 12 M Monarch Services 20 23 22

MRY SNS 26 M Monterey Bay Unified Air Pollution Control District 24 24 24

MRY SNS 26 A Monterey Bay Unified Air Pollution Control District - Agency - - -

MRY SNS 12 M MV Public Transportation 13 13 13

SCR SCR 26 M Salud Para la Gente Inc 165 165 165

SBC SNS 26 M San Benito County Water District 10 10 10

SBC SNS 26 A San Benito County Water District - Agency 1 1 1

SCR SCR 12 M San Lorenzo Valley Unified School District 97 95 96



DOC# 5

2A B C D E F G R


106107108109110111112113114115116117118119120121122123124125126127128129130131132133134135136137138139140141142143144145146147148149150151152153154155156157

SCR SCR 12 A San Lorenzo Valley Unified School District - Agency 7 7 7

SCR SCR 26 M Santa Cruz County Regional Transportation Commission 13 13 13

SCR SCR 26 A Santa Cruz County Regional Transportation Commission - Agency - - -

SCR SCR 26 M Santa Cruz Metro 92 94 93

SCR SCR 26 A Santa Cruz Metro - Agency 1 - 1

SCC SCR 12 M Soquel Creek Water District 13 12 13

SCR SCR 26 M YWCA of Watsonville 12 12 12

REGION 3

MAR FAT 12 M County - Mariposa 140 139 140

MAR FAT 12 A County - Mariposa - Agency 74 83 79

STA FAT 26 M County - Stanislaus 501 500 501

STA FAT 26 A County - Stanislaus - Agency 63 63 63

TUO FAT 24 M County - Tuolumne 21 20 21

MAR FAT 12 M Court - Mariposa County 7 7 7

MAR FAT 12 A Court - Mariposa County - Agency - - -

MER FAT 26 M Golden Valley Health Center 466 475 471

MER FAT 26 A Golden Valley Health Center - Agency 11 10 11

STA FAT 12 M Salida Union School District - Headstart 24 24 24

STA FAT 12 A Salida Union School District - Headstart - Agency 8 11 10

REGION 4

FAT FAT 24 M Central California Legal Services 33 39 36

FAT FAT 26 M City of Coalinga 24 23 24

FAT FAT 26 A City of Coalinga - Agency 4 4 4

MAD FAT 26 M Community Action Partnership of Madera 80 80 80

MAD FAT 26 A Community Action Partnership of Madera - Agency 33 33 33

FAT FAT 26 M County - Fresno 2,706 2,715 2,711

FAT FAT 26 A County - Fresno - Agency 1,347 1,392 1,370

MAD FAT 12 M County - Madera COMPA 72 73 73

MAD FAT 12 M County - Madera SEMC 21 20 21

FAT FAT 26 M Court - Fresno County 204 225 215

FAT FAT 26 A Court - Fresno County - Agency 48 103 76

FAT FAT 12 M Dental Source 3 3 3

FAT FAT 12 M FASTA - 334 167

FAT FAT 12 A FASTA - Agency - 263 132

FAT FAT 26 M First Student 174 187 181

FAT FAT 24 M Fresno Housing Authority 85 85 85

FAT FAT 24 A Fresno Housing Authority - Agency 25 25 25

FAT FAT 12 M Fresno Unified School District - 518 259

FAT FAT 12 A Fresno Unified School District - Agency - 87 44

FAT FAT 12 M Riverdale Unified School District 52 52 52

FAT FAT 12 A Riverdale Unified School District - Agency 7 6 7

REGION 5

KER BFL 26 M Bear Valley Community Services District 25 25 25

KER BFL 26 A Bear Valley Community Services District - Agency 3 2 3

KER BFL 26 M City of Arvin 21 21 21

KER BFL 26 A City of Arvin - Agency - - -

KER BFL 26 M City of Bakersfield 513 505 509

KER BFL 26 A City of Bakersfield - Agency 252 254 253

KIN HJO 26 M City of Hanford 96 95 96

KIN HJO 26 A City of Hanford - Agency 36 35 36

TUL VIS 26 M City of Lindsay 6 6 6

KER BFL 26 M City of Shafter 13 13 13



DOC# 5

2A B C D E F G R


158159160161162163164165166167168169170171172173174175176177178179180181182183184185186187188189190191192193194195

KER BFL 26 M City of Taft 18 18 18

KER BFL 26 M City of Wasco 33 33 33

KER BFL 26 A City of Wasco - Agency 14 14 14

KER BFL 26 M Community Action Partnership of Kern - 262 131

KER BFL 26 A Community Action Partnership of Kern - Agency - 35 18

KER BFL 26 M County - Kern 3,321 3,296 3,309

KER BFL 26 A County - Kern - Agency 1,781 1,803 1,792

KIN HJO 26 M County - Kings 21 20 21

TUL VIS 26 M County - Tulare 989 1,003 996

TUL VIS 26 A County - Tulare - Agency 514 525 520

KER BFL 26 M Court - Kern County 268 268 268

KER BFL 26 A Court - Kern County - Agency 138 139 139

KIN HJO 26 M Court - Kings County 49 51 50

KIN HJO 26 A Court - Kings County - Agency 5 5 5

TUL VIS 26 M Court - Tulare County 169 169 169

TUL VIS 26 A Court - Tulare County - Agency 11 14 13

KER BFL 12 M Edison Elementary School District 21 21 21

KER BFL 26 M Kern County Water Agency 26 24 25

KER BFL 26 A Kern County Water Agency - Agency 25 24 25

KER BFL 26 M Kern Regional Center 122 119 121

KER BFL 26 A Kern Regional Center - Agency 8 8 8

KIN HJO 26 M Kings Community Action Organization 11 11 11

TUL VIS 24 M Lindsay-Strathmore Irrigation District 1 1 1

KER BFL 26 M North Kern Cemetery District - - -

KER BFL 26 M Public Cemetery District #1 4 4 4

KER BFL 26 A Public Cemetery District #1 - Agency - - -

KER BFL 12 M Standard School District 60 60 60

SBA VIS 12 M Student Transportation of America 24 30 27

KER BFL 12 M Taft Union High School District 24 24 24

REGION OTHER

SCC SJC 12 M Child Care Providers United California 441 434 438

SCC SJC 26 M Local 521 Staff & Officers 33 36 35

SCC SJC 12 M Retired Members Chapter (521) 817 497 657

Total Members 30,258 31,552 30,905

Total Agency Fee Payers 8,668 9,244 8,956

Total Count 38,926 40,796 39,861


31 of 80


32 of 80

33 of 80

34 of 80

Bank Balance as of 2/29/16 217,153.36$

Outstanding Deposits: COPE Overs 266,897.00

Outstanding Motions:

Ed Mitchell for Supervisor 3.22.14-B6 603.90

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

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

Available Funds - PACE 175.00

Available Funds - PAC 469,068.32

-


Outstanding Deposits: Feb, Mar 8,354.76


DAWN Event 8.25.15-B1 300.00

Jerry Hill for Senate 2016 12.7.13-B2 1,000.00

Kansen Chu for State Assembly 2016 10.28.14-B5 1,000.00

Re-Elect Senator Wieckowski for Senate 2018 12.7.13-B2 1,500.00

Stone for Assembly 2016, Friends of Mark 12.7.13-B2 2,500.00

Monterey Bay CLC Labor Day Picnic 8.25.15-B3 300.00

Cindy Chavez for Supervisor 2013 1.26.16-B1 1,000.00

Cortese for Supervisor 2016 1.26.16-B2 1,000.00

Ash Kalra for CA Assembly 2016 2.23.16-B4 2,500.00

Sergio Jimenez for City Council 2016 2.23.16-B5 600.00

South Bay Labor Council Unity os Power 2016 2.23.16-B6 5,000.00

Simitian for Supervisor 2016 3.22.16-B1 2,500.00

Bill Monning for Senate 2016 3.22.16-B3 2,500.00

Friends of Mark Stone for Assembly 2016 3.22.16-B4 1,500.00

Monterey Bay CLC 3.22.16-B5 1,000.00

Friends of John Leopold 3.22.16-B6 1,000.00

Betty Yee for Controller of CA 3.22.16-B9 1,000.00

John Chang for Treasurer of CA 3.22.16-B9 1,000.00

Alex Padilla for Secretary of State 3.22.16-B9 2,500.00

Evan Low 3.22.16-B10 2,000.00

Kansen Chu 3.22.16-B10 2,000.00

Kevin Mullin 3.22.16-B10 2,500.00

Rudy Salas 3.22.16-B10 2,500.00

Anthony Rendon 3.22.16-B10 1,000.00

Rob Bonta 3.22.16-B10 2,500.00

Jim Beall for Senate 2016 3.22.16-B10 2,000.00

Jerry Hill 3.22.16-B10 1,500.00

Bob Wieskoski 3.22.16-B10 2,500.00

Kevin De Leon 3.22.16-B10 500.00

Santa Clara Democratic Party (Jefferson/Jackson) 3.22.16-B11 4,500.00

Ash Kalra for CA Assembly 2016 3.22.16-B12 1,000.00

Jane Kim for Senate 2016 3.22.16-B13 2,500.00

Joaquin Arambula for Assembly 2016 3.22.16-B14 1,000.00

Santa Clara Democratic Party (Jefferson/Jackson) 3.22.16-B17 1,000.00

David Pine for Supervisor 2012 3.22.16-B18 1,000.00

Warren Slocum for Supervisor 2016 3.22.16-B18 1,000.00



Available Funds - RETIREE 10,648.00

0.00


Outstanding Deposits: Feb, Mar 7,643.76


Kern, Inyo and Mono Counties CLC Labor Day Bfast 8.25.15-B2 175.00

Kern County Contract Campaign 11.30.15-Poll 44,450.00

Raise CA Wage & Paid Sick Days Act of 2016 1.26.16-B3 10,000.00

Opportunity for Work 2016 3.22.16-B2 20,000.00

Our Libraries Our Future 3.22.16-B8 500.00



-

SEIU Local 521

PACE and PAC

as of March 31, 2016

Issues

Candidates

Independent Expenditures

N:\Finance\Monthend\2016\0316\PAC & PACE 0316xlsx.xlsxMar 1 of 1

35 of 80


36 of 80


SEIU Local 521 Officers’ Meeting Motion

* Motion Letter: B Date: April 26, 2016

Motion Title: Political Consent Agenda - (pages 37-38)

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/14 – Sole Endorsement and up to $5,000 IE Contribution to Elected Rosaena Sanchez to Tulare Board of Supervisors in the 2016 Primary Election- (pages 39-40)

* 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:_____________


Signatures

____________________________________________

37 of 80


38 of 80


SEIU Local 521 Officers’ Motion Motion Number: B/14 Date: April 26, 2016 Motion Title: Sole Endorsement for Rosaena Sanchez for Tulare County BOS and Approval of up to $5,000 from IE Account for her support in the June 2016 Primary Election. Recommended By: Tulare County April 19th Endorsement Forum Background: Members in Tulare County participated in a Town Hall Forum on April 19th 2016. After a good forum and robust member discussion, the members unanimously voted for a sole endorsement for Rosaena Sanchez for Tulare County Board of Supervisors. She is currently an SEIU 521 dues paying member and COPE contributor. Rosaena is also currently the Mayor Pro Tem in the City of Lindsay. SEIU 521 supported her in her original election to Lindsay City Council. Although Tulare County Chapter has low membership and COPE participation, the members present at the endorsement meeting support the COPE program and will support getting coworkers to sign up for membership and COPE. After the interviews, 4 members signed up for COPE and one person signed up to become an SEIU 521 member. Motion: Sole Endorsement for Rosaena Sanchez for Tulare County Board of Supervisors and approve up to $5,000 from the SEIU 521 Independent Expenditure Account to support Sanchez's election to the Tulare Board of Supervisors in the June 2016 Primary. Follow Up:

Moved by:_ _______________________ __ Second :__ ___________________________

Amendment:______________________________________________________________

Amended By:______________________________________________________________ Votes in Favor:____________ Votes Opposed:_____________ Abstentions:____________


Signatures

____________________________________________

39 of 80


40 of 80

Hello SEIU 521 Team, You all contributed to this amazing victory for working families and the labor movement. In the signing ceremony this morning, Governor Brown literally gave credit to SEIU. The minimum wage increase bill is a direct result of SEIU members, staff, and allies working to put an initiative on the November ballot. The momentum started at the community level with places like Santa Cruz, Mountain View, Palo Alto, San Jose, Fresno, San Mateo, and more all discussing their own minimum wage and living wage increases. Congratulations to all the members and staff that work at the local level to help drive the movement forward. We are half way there...the call to action is for $15 AND a Union. We are still working to transform this movement into real organizing of workers to grow our strength and continue to change our economic system so real workers have power. Every signature you, a member leader, and ally collected directly contributed to this victory. We can now stop gathering signatures for the ballot initiative. Congratulations to John Solis on the Santa Clara County Team and Mai Thao from the Political team. Both were the first to reach their signature goal. Special recognition goes to Mai Thao for collecting the most signatures local wide with over 330 signatures collected, many of which came from allies she is working with in the community. Please turn in all petitions you have so we can do a final tally of our work on the campaign. San Jose/Redwood City, Monterey/Santa Cruz, and Fresno areas are all participating in the national day of action on April 14th. Many will support the California Faculty Association strike across California as well. Congratulations to us all! La lucha sigue... Riko Mendez Riko Mendez Political/Community Director SEIU Local 521

41 of 80

From: SEIU 521 <[email protected]> Date: April 4, 2016 at 5:33:01 PM PDT To: Riko Mendez <[email protected]> Subject: We won $15 an hour... The fight goes on Reply-To: [email protected]

We did it, and it all started with the workers.

Standing up, fighting back, organizing – from fast-food cashiers to janitors sweeping the halls

of hi-tech corridors – we said no one who works full-time should live in poverty.

Gov. Brown on Monday signed historic legislation to make California the first-in-the-nation to

adopt a $15 minimum wage.

Learn more: www.seiu521.org/2016/04/fightfor15-celebration

SEIU Local 521 members can proudly tell our friends and families that we helped make the

moment a reality, through our street actions and rallies, through our initiative drive, through our

Sacramento lobby visits.

And yet, there is still more work to do. The only way to fight back against attacks against

working families is to O-R-G-A-N-I-Z-E.

Next week, SEIU 521 members launch our "Spring Surge" – kicking off thousands of

member-to-member conversations at worksites about building more union power to lift up our

communities.

Learn more: www.seiu521.org/2016/04/spring-surge

Stay tuned… lots more exciting work to come!

42 of 80

SPECIAL EDITION

April 5, 2016

OFFICE LOCATIONS

Alameda, California

1001 Marina Village Parkway, Suite 200Alameda, CA 94052

510-337-1001

Sacramento, California

428 J Street, Suite 520Sacramento, CA 95814

916-443-6600

Los Angeles, California

800 Wilshire Blvd, Suite 1320

Los Angeles, CA 90017213-380-2344

Honolulu, Hawaii

Union Plaza 1136 Union Mall,

Suite 402Honolulu, HI 96813

808-528-8880

Visit our webpage

California First in the Nation To Raise Minimum Wage to $15 an Hour

On Monday, April 4, California became the first state in the country to raise the minimum wage to $15.00 an hour statewide. The current state minimum wage is $10.00 an hour.

Governor Jerry Brown signed legislation that will raise the minimum wage to $10.50 on January 1, 2017, $11.00 on January 1, 2018, and then a $1 increase each year until 2022 when the minimum wage will reach $15.00. After 2022, the minimum wage will be tied to inflation. The legislation gives the governor the power to pause the next year's wage increase each September for recessions or job downturns.

The bill also allows employers with 25 employees or less more time to comply with the pay increases. This law applies to all employees in California, except federal employees.

The minimum-wage bill also extends paid sick days to in-home supportive service (“IHSS”) workers. IHSS workers will accrue an hour of paid sick time for every 30 hours worked. Implementation of these sick days begins in July 2018.

The California governor acknowledged this legislative deal comes in response to labor-sponsored initiatives to raise the minimum wage to $15.00 by 2021 proposed for the November ballot, and the Fight for $15.00 movement. “One of the sources, certainly, is the way the average American is being treated by this particular economy,” Brown said. “Economics is about dollars and cents, it’s very mechanical, it’s rather heartless. Justice is about giving people their due.”

We will keep you updated on developments about this historic legislation and achievement for working people.

By Anthony Tucci | April 5, 2016

Page 1 of 2Special Edition - Minimum Wage Increase in California

4/5/2016http://secure.campaigner.com/Campaigner/Public/t.show?afbbx--7ykpk-rb4os17

43 of 80


44 of 80

SEIU Local 521

2016 International Convention Delegate Winners

First Name Last Name EmployerLuis Aguilar City of HollisterCatherine Balbas Local 521 Staff & OfficersLuisa Blue Local 521 Staff & OfficersAlysia Bonner County of FresnoMyrna Bravo Retired MembersRoseAnn Dominguez Fresno Housing AuthoritySergio Garcia FASTACarol Garvey Retired MembersRachel Grocha Welch County of Santa ClaraGwyn Harshaw Retired MembersJennifer Jensen County of FresnoRoxanne Koyano-Barnett Cupertino Union School DistrictLorenzo Lambaren County of FresnoGary Linsner Retired MembersMarilyn Mara County of Santa ClaraTrina Moehring County of Santa ClaraKaren Nakatani Retired MembersJane Ng Santa Cruz MetroDarlynn Qualls County of FresnoKristy Sermersheim Retired MembersJeffrey Smedberg Retired MembersRachel Subega Retired MembersRiley Talford County of FresnoVinay Tatapudy County of Santa ClaraBeth Thomas Local 521 Staff & OfficersMullissa Willette County of Santa ClaraPeter Yoon County of Santa Clara

45 of 80


46 of 80

Reply Reply to All Forward

Friedrichs

Follow Up. Start by Tuesday, April 12, 2016. Due by Tuesday, April 12, 2016.

Luisa Blue

Sent: Tuesday, April 12, 2016 11:26 AM

To: 521 All Staff

The lawyers for Friedrichs have filed with the Supreme Court to re-hear the case when the 9th Justice gets seated.

Sent from my iPhone

Page 1 of 1Friedrichs

4/12/2016https://email.seiu521.org/owa/?ae=Item&a=Open&t=IPM.Note&id=RgAAAACFmPVhCg...

47 of 80


48 of 80

1

Karen Summers

From: Luisa BlueSent: Tuesday, March 29, 2016 9:54 AMTo: 521 All StaffSubject: Fwd: Special Edition - Friedrichs Affirmed by Supreme Court - March 29, 2016

From our law firm Sent from my iPad Begin forwarded message:

From: "Weinberg, Roger & Rosenfeld" <[email protected]> Date: March 29, 2016 at 12:17:06 PM EDT To: Luisa Blue <[email protected]> Subject: Special Edition - Friedrichs Affirmed by Supreme Court - March 29, 2016 Reply-To: "Weinberg, Roger & Rosenfeld" <[email protected]>

Trouble viewing this email? Read it online

SPECIAL EDITION

Friedichs Affirmed!

March 29, 2016

OFFICE LOCATIONS

Alameda, California

1001 Marina Village Parkway, Suite 200

Alameda, CA 94052 510-337-1001

Sacramento, California

428 J Street, Suite 520

Sacramento, CA 95814

916-443-6600

Victory for the moment as Supreme Court splits in Friedichs

The Supreme Court entered an order today which puts an end to the Friedrichs case. By a vote of 4 to 4, the Court affirmed the Ninth Circuit’s decision dismissing the lawsuit. This decision affirms the longstanding rule under the Supreme Court’s decision in Abood v. Detroit Board of Education, which allows union security arrangements where permitted by state law. It also means that none of the 4 conservative justices were willing to approve union security. This outcome is a victory for the moment. However, there are more lawsuits pending, and if the composition of the court changes with a Republican appointee, the issue in another case will come back to the Court. If that happens, we could see a much different outcome. Many public sector unions have put into place efforts to reorganize and move forward. The anti-public employee forces will continue to

49 of 80

2

push these issues.

David Rosenfeld | March 29, 2016

Like us, share us, print us

Interested in a job at Weinberg, Roger & Rosenfeld?

Check out our careers page.

Los Angeles, California

800 Wilshire Blvd,

Suite 1320 Los Angeles, CA 90017

213-380-2344

Honolulu, Hawaii

Union Plaza

1136 Union Mall, Suite 402

Honolulu, HI 96813 808-528-8880

Visit our webpage

You are subscribed to this mailing list as [email protected]. Please click here to modify your message preferences or to unsubscribe from any future mailings. We will respect all unsubscribe requests.

50 of 80

1

Karen Summers

From: Luisa BlueSent: Tuesday, March 29, 2016 11:56 AMTo: 521 All StaffSubject: Fwd: STATEMENT: California takes monumental step toward retirement security for

millions of workers

Sent from my iPhone Begin forwarded message:

From: "Calhoun, Christopher" <[email protected]> Date: March 29, 2016 at 2:16:11 PM EDT To: eboard <[email protected]> Cc: Political Directors <[email protected]>, Communications Directors <[email protected]>, SEIU CA All Staff <[email protected]> Subject: STATEMENT: California takes monumental step toward retirement security for millions of workers Reply-To: "[email protected]" <[email protected]>

FYI, this went out yesterday.

SEIU California

Retirement Security for All

California takes monumental step toward retirement security for millions of workers

Sacramento, CA – The Service Employees International Union (SEIU) California released the following statement today after the Secure Choice Retirement Investment Board made recommendations to move forward with a new retirement investment plan that would help alleviate a looming epidemic of poverty among California seniors:

Luisa Blue, Chief Elected Officer of SEIU Local 521, said:

“After a lifetime of hard work, everyone deserves basic financial security. Social Security alone does not keep people out of poverty, and the 401k option has failed nearly all workers, especially those who have no access to a plan through their work.

69 of 80

2

“But today, California moved a step forward on a historic journey to rebuild the promise of retirement security for seniors and address the looming epidemic of senior poverty that threatens to hit our women, low-income workers, and people of color the hardest.

“The plan the Secure Choice board put forward today meets the important goals of sharing risk across members and across generations so no one has to worry what they’ve worked for will be wiped out because of bad timing.

“SEIU is proud to have been involved in this effort since the beginning, working with Senate President pro Tempore Kevin de León to move SB 1234 from concept into law, and leading a statewide conversation about retirement security for all. Our 700,000 members will continue to fight for all workers to have access to the American Dream of a secure retirement, because no one should have to work until they die.”

# # #

Over 700,000 Californians make up SEIU in California; we work throughout the state, in all 58 counties, and we represent California in all of its diversity. We are social workers, nurses, classroom aides, state workers, security officers, college professors, home care workers, janitors, and more.

-- Christopher Calhoun Communications Director SEIU California 323-215-5068 Find SEIU California on Facebook! -- You received this message because you are subscribed to the Google Groups "eboard" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected].

70 of 80

Fwd: Finally, the research tool we've all been waiting for Luisa Blue

Sent from my iPhone

Begin forwarded message:

From: Women’s Foundation of California <[email protected]>Date: March 29, 2016 at 7:13:09 PM EDTTo: Luisa Blue <[email protected]>Subject: Finally, the research tool we've all been waiting for

Sent: W ednesday, March 30, 2016 7:31 AM

To: 521 All Staff

Dear Luisa,

Advocates, policymakers, service providers and women's rights supporters like you now finally have a tool that will help us understand the data and take action on behalf of women's rights, equity and opportunity in California.

We partnered with the California Policy and Budget Center, a highly regarded research, advocacy and education group based in Sacramento, to create and launch the California Women's Well-Being Index, the first of its kind online resource that provides rigorous and timely data on women's health, personal safety, employment & earnings, economic security and political participation.

Click here to see how women are faring in YOUR county!

Page 1 of 3Fwd: Finally, the research tool we've all been waiting for

3/30/2016https://email.seiu521.org/owa/?ae=Item&t=IPM.Note&id=RgAAAACFmPVhCg0DS5oH...

71 of 80

I believe that this Index will revolutionize how we think about, debate and advocate for policy change and women’s economic wellbeing in our state.

This beautiful, interactive database now gives us easy-to-use data on women's wellbeing in every single county in California. We can now compare counties to counties and counties to the state of California to see how women are faring, what challenges they're facing and, ultimately, to push for local and state policy and systems change.

This data doesn't tell us why something has happened, but it shows us that it has happened. And knowing the facts is the first step in creating solutions and igniting real change.

Check out this revolutionary new tool and tell us what what you think, what you learned and what action our legislators and advocates could and should take. Join us on Facebookand Twitter by using the hashtag #CAWomenThrive.

Thank you!

Surina KhanCEO, Women's Foundation of California

Page 2 of 3Fwd: Finally, the research tool we've all been waiting for


72 of 80

Fwd: Silicon Valley passes landmark affordable housing policy Luisa Blue

Finally, initial steps taken in Silicon Valley for affordable housing!! Valley Transportation Agency Passed the strongest affordable housing policy in the Country with strong backing by Santa Clara County BOS Cindy Chavez and San Jose Mayor Liccardo.. And our retirees taking part, Larry Yamasaki is featured in the foto below.

Workers should be able to live where they work!! How many members do you know who work in Santa Clara and San Mateo Counties live in the Central Valley because they can't afford to rent or buy a home where they work??

Unite Fight Win!!!

Sent from my iPhone

Begin forwarded message:

From: Derecka Mehrens <[email protected]>Date: April 8, 2016 at 2:42:08 PM PDTTo: Luisa Blue <[email protected]>Subject: Silicon Valley passes landmark affordable housing policyReply-To: "[email protected]" <[email protected]>

Sent: Sunday, April 10, 2016 9:06 AM

To: 521 All Staff; Tam m y Dhanota [tdhanota@ sbcglobal.net]; lyam asaki@ sbcglobal.net

Cc: Gwyn Harshaw; Alysia Bonner [lavonbonner@ yahoo.com ]; Roseann Dom inguez; Hector San Rom an [hector@ sanrom an-m .com ]; Matt Nathanson; jennifer jensen [jenniferjensen.jj@ gm ail.com ];Sonya Bennett[sonjabnntt@ yahoo.com ];Connie Chew; John Gutierrez

| STAY INFORMED -- SUBSCRIBE NOW |

Dear Luisa,

Every day, the Bay Area is topping national lists of places with housing crises. Today, we're at the top of a different list - the list ofwho's taking the lead on building affordable housing.

Last night, with Santa Clara County Supervisor Cindy Chavez and San Jose Mayor Sam Liccardo as champions, the Valley Transportation Authority Board passed the strongest affordable housing policy of any transit agency in the country.

The only way that we address the crisis is not only by building more affordable housing but also preserving what we have now for renters. Renters' rights go to a vote at the San Jose City Council on Tuesday, April 19 at 1:30 pm. Will you be there?

The Valley Transportation Authority controls more than 300 acres of public land that will be getting developed in public-private

Page 1 of 3Fwd: Silicon Valley passes landmark affordable housing policy


73 of 80

partnerships. This new policy says each site must have a bare minimum of 20% affordable housing units, while setting a goal that in aggregate 35% of all the housing built will be affordable.

VTA is also targeting the communities who are affected the most by inequity, committing that half of the affordable units will be for extremely low income residents and half for very low income. With low-income residents four times more likely to ride transit than high-wage earners, this policy takes aim not only at the Bay Area's housing and displacement crisis but also at our carbon footprint.

The Bay Area is projected to add 2.1 million new residents by 2040, with Silicon Valley absorbing the largest share of that growth, yet regional plans have not shown where the housing will come from for of all these residents - let alone for the low-income residents. With cities and agencies across the county facing decisions every day about equity and inclusion - and the San Jose City Council facing a similar decision this spring about affordable housing on City-owned land - this landmark vote by the VTA board forms a critical part of our broader strategy to build and preserve tens of thousands of affordable housing units in Silicon Valley.

April 19, the fight for housing for all continues as San Jose City Council votes on renters' rights. RSVP to stand up for renters' rights.

The victory we are celebrating today shows what happens when we stand together and say that public dollars and public land - our dollars and our land - can and must be leveraged to fill our housing gap, not make it wider. Thanks to the VTA board and staff, to the Silicon Valley Leadership Group for deep partnership in making this happen, to the Great Communities Collaborative for bringing together these campaigns and advocates across the region, and to you as a community member standing for affordable housing.

Sincerely,Derecka Mehrens Executive Director

Page 2 of 3Fwd: Silicon Valley passes landmark affordable housing policy


74 of 80

Public Services Division Resolution and Call to Action Our Vision We believe that by joining together, we can make our communities better places to live and work. We believe that everyone who works should make enough to sustain their family including access to affordable housing, health care and child care and a secure retirement. We believe that our government must work for all people so everyone has access to safe streets, quality healthcare, clean water, and public libraries. We believe that we must invest in our schools so every child can get a great education from birth to college graduation. We believe that we must confront the legacy of slavery that shows up in our everyday lives -- from unsafe water to unequal schools -- and demand fair and equal treatment for African Americans and all people of color, from the justice system to the ballot box. By sticking together in SEIU and expanding our movement, we are making a difference on a scale we haven’t seen in generations.

● As part of the Fight for $15, we are winning higher wages for millions of people. ● By building a broader movement, we are expanding retirement security and paid sick

leave for working people across the country. ● We are uniting broad and diverse coalitions to hold wealthy special interests accountable

so we can invest in the services that every family needs to live a good life. ● We are using our strength at the bargaining table to win for our families and everyone in

our city, county and state. And we’re reaching out beyond our worksites to unite with

others in our communities so we can rebalance our broken economy and stand up for the good jobs and services everyone needs.

Challenges that call on us to build an even bigger movement that wins for all working

people There’s no doubt that we are building a movement. That’s why these wealthy special interests are pushing legislation and court cases in hopes of

stopping our movement. They want to simply impose their extreme agenda on all of us. They want to keep wages low, avoid paying their fair share in taxes, drain resources from our public schools and make it harder for people to participate in our democracy. Today less than 7% of people are in unions and a handful of billionaires are bankrolling efforts to make it even harder for people to stick together in a union.

75 of 80

At the same time, our world is changing. And these changes require us to reimagine how to win for working people:

● Almost half of all working people make less than $15 an hour -- including many

SEIU members and our families. More and more people are working part time, piecemeal jobs without a traditional worksite, without benefits, job security or retirement security of any kind. It’s getting harder and harder to sustain a family for millions of

working people. As a result, 22% of children live in poverty. ● Extreme weather including droughts, flooding, pollution and record-high

temperatures are creating urgent needs for emergency services so our communities can rebuild and recover.

● Our communities are changing. More people are moving to urban areas. People are living longer lives. More people are squeezed by the costs of caregiving for children and elderly parents. These changes are increasing demands for services.

● New technologies are transforming the way we deliver public services. Many of us will need to learn, train and adapt to new modes of work.

But the truth is, we’ve always face opposition and we’ve experienced big changes before. This moment calls on us to lead to meet these challenges so all working people can thrive in our changing world. Call to Action We will:

1. Create the Next Forms of Worker Power with the Fight for $15 by uniting working people into strong organizations to be a powerful force for good jobs, quality education and safe communities where everyone has a fair shot.

2. Build a Wider Movement by linking economic, racial, immigrant justice movements. We will work with others to protect the principles of government that serves the community and corporations that pay their fair share. We are the stewards of government that must not be controlled by corporate power, but must serve to regulate and to balance it. When we unite a broader movement of people to expose the rigged economy, we can level the playing field and win for our communities.

3. Innovate in our Union by showing how We’re All in this Together. We will use our

strength at the bargaining table and beyond to raise standards and improve services for our families and everyone in our communities. And we will engage more members in our union and in the broader movement for a just society. We will fight to ensure wealthy special interests pay their fair share so we can invest in good schools and the safe and healthy communities all families need. We will lead on making sure our work in public service fuels opportunity for everyone.

Together we will galvanize a powerful movement of people who will be an unstoppable force for change in this country.

76 of 80

EXECUTIVE BOARD COMMITTEES 2016-2019

BUDGET & FINANCE – ONLY EBd Officers and Delegates

REGION COMMUNICATIONS – Chair EBd Officer or Delegate

REGION COPE – Chair EBd Officer or Delegate

REGION

RoseAnn Dominguez (Chair) 4 Rosie Kidwell (Chair) 5 Jim Heaney (Co‐Chair) 2

Trina Moehring 1 Ethan Winston 1 Connie Chew (Co‐Chair) 2

Hector San Roman 1

RoseAnn Dominguez 4 Unlimited Committee

Membership

Javier Sanchez 2 Carmella DiSopa 1

Luis Aguilar 2 IT Committee Chair EBd Officer or Delegate

REGION Tammy Dhanota 1

Alysia Bonner 4 Sonja Bennett (Chair) 5 Lesbia Reclosado 1

Avelia Cooper‐Whigham 4 Luis Aguilar 2 Luis Aguilar 2

Sonja Bennett 5 Rosie Kidwell 5 Sergio Garcia 4

Rudy Plaza 5 RoseAnn Dominguez 4 Myrna Bravo 6

Luisa Blue 1 Hector San Roman 1 Rachel Subega 1

EDUCATION/TRAINING – Chair EBd Officer or Delegate

REGION Carol Garvey 1

Tammy Dhanota (Chair) 1 IMMIGRATION – Chair EBd Officer or Delegate

REGION

Darlynn Qualls 4

Sergio Garcia (Chair) 4 GOOD & WELFARE – Chair

EBd Officer or DelegateREGION

Myrna Bravo 1 Unlimited Committee

Membership

RoseAnn Dominguez (Chair) 4

Lesbia Reclosado 1 Myrna Bravo 1 Rosie Kidwell 5

Karen Nakatani 1 Jennifer Jensen 4

PENSION – Chair EBd Officer or Delegate

REGION Ana Mendoza 2 Alysia Bonner 4

Matt Nathanson (Chair) 2 Javier Sanchez 2 Jane Christmann 2

Unlimited Committee Membership

Rachel Subega 1

Dean Carothers (member) 2

Sonja Bennett 5 Alicia Rizo 5 Rachel Subega 1

Paul Klunder 1

Luis Aguilar 2 RETIREE – Chair EBd Officer

or Delegate REGION

LOCAL WIDE TRIAL Committee – per guidelines

REGION

Rachel Subega 1

Carol Garvey (Chair) 1

Paul Klunder (Chair) Trustee at Large

Karen Nakatani 1 Rosie Kidwell 5

SCHOLARSHIP Committee – Chair EBd Officer or Delegate

REGION Myrna Bravo 1 Jennifer Jensen 4

Darlynn Qualls (Chair) 4 Rachel Subega 1 Trina Moehring 1

Tammy Dhanota 1 Sergio Garcia 4

RoseAnn Dominguez 4 Lesbia Reclosado 1

77 of 80

LOCAL WIDE BYLAWS – Chair EBd Officer or Delegate

REGION PERSONNEL – ONLY EBd

Officers and DelegatesREGION

SOCIAL/ECON JUSTICE – Chair EBd Officer or Delegate

REGION

Ana Mendoza (Chair) 2 Gwyn Harshaw (Chair) 4 Alysia Bonner (Co‐Chair) 4

Trina Moehring 1

Karen Nakatani 1 Arvelia Cooper‐Whigham

(Co‐Chair) 4

Paul Klunder 1

Luisa Blue 1 Unlimited Committee

Membership

RoseAnn Dominguez 4 Matt Nathanson 2 Jennifer Jensen 4

RoseAnn Dominguez 4 Myrna Bravo 1

LOCAL WIDE STRIKE HARDSHIP – per guidelines

REGION

Sonja Bennett 5

Darlynn Qualls 4

Alysia Bonner (Chair) 4 Alysia Bonner 4 Sergio Garcia 4

Paul Klunder Trustee at Large

Luis Aguilar 2

Region 1 volunteer or VP 1 Rachel Subega 1

Ana Mendoza 2 SEJ CHAIRS REGION

Javier Sanchez 2

APALA – ORGANIZING – Chair EBd

Officer or Delegate REGION

RoseAnn Dominguez 4 APALA Fresno – Darlynn Qualls (Chair) 4

Darlynn Qualls 4

Latino – Unlimited Committee

Membership

Region 5 volunteer or VP 5 Latino Fresno – Lorenzo

Lambaren

Arvelia Cooper‐Whigham 4

Luisa Blue or designee Woman’s – Jennifer

Jensen 4

Alysia Bonner 4

Native American – Jennifer Jensen 4

Pool of HATS from each Region

Lavendar –

AFRAM San Jose

CREDENTIALING Committee – Chair EBd Officer or Delegate

REGION

AFRAM Fresno –

Tammy Dhanota (Chair) 1 PWD –

RoseAnn Dominguez 4

78 of 80

LB:kns SEIU 521 CTW/CLC 1/846643

Recording Policy and Confidentiality During SEIU Local 521 Governance Meetings

Motion Letter D passed at the January 26, 2016, SEIU Local 521 Officers’ Meeting put this Policy into Place.

Recording Policy and Confidentiality During SEIU Local 521 Governance Meetings

No participant in an SEIU Local 521 Executive Board Meeting, Officers’ Meeting, or Sub-Committee Meeting, whether a member of the Executive Board, member of SEIU Local 521, staff of the Local, observer, or other individual, shall make an audio or video recording of an SEIU Local 521 Executive Board Meeting, Officers’ Meeting, or Sub-Committee Meeting, without the express advance consent of a majority of the Executive Board. This Policy shall be strictly enforced. Any complaint regarding an alleged violation of this Policy shall be swiftly brought to either the Executive Board or Officers for determination and remedial action at the next calendared Executive Board or Officers’ meeting. Additionally, due to the sensitive, controversial, and/or confidential nature of information that may be discussed during Executive Sessions of SEIU Local 521, audio or video recording of Executive Sessions is not allowed under any circumstances. Additionally, none of the information discussed in Executive Sessions may be shared with anyone inside or outside the Local, except other current SEIU Local 521 Officers, legal counsel or advisors or assistants to the Executive Board. Information discussed during Executive Sessions may include, but is not limited to litigation and personnel issues. I, _________________________________________,(print name) hereby acknowledge

that I have read and understand this Policy.

_________________________________________ (signed) _______________________________ (dated)

79 of 80

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.”

80 of 80