OFFICERS’ MEETING AGENDA · 2. Executive Session after the meeting. Consent Agendas: 1. Non-Political Consent Agenda – Committee Reports, Information, and Approval of Related

OFFICERS’ MEETING AGENDA

May 23, 2017, Start Time: 6:00pm

6:00pm –

6:15pm

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.

6:15pm Roll Call - quorum determined

Announcements: 1. Responses to Last Meeting’s Open Forum Issues – None 2. Executive Session after the meeting.

Consent Agendas:

1. Non-Political Consent Agenda – Committee Reports, Information, and Approval of Related Motions:

Motion A – Committee Report Consent Agenda Approval – (pages 3-34) 1. 1. Approval of the Officers Minutes of April 25, 2016 - (pages 5-10)

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

2017 Approved Budgets - (pages 11-16)

May 17, 2017 Meeting – The Committee reviewed the March 2017 Financials - (pages 17-30)

B&F Item 1 – Approved – The March 2017 Financial Documents

B&F Item 2 – Approved – Authorization for Resolution of Set-Aside Money for Motions/Fund Balances as reported in April 2017

B&F Item 3 – Approved – Authorization for Finance Director and Accountant to handle all financial aspects of the SEIU Bank Accounts

Signed Motions - (pages 31-34)

3. Good & Welfare Committee Expenditures Report for April and May 2017 – None.

Any Requests for Assistance – please send them to both RoseAnn Dominguez at: [email protected] and Karen Summers at [email protected]

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2. Political Consent Agenda – Reports, Information, and Motions

Political Consent Agenda: Motion B - B/2 – (pages 35-40)

3. Consent Agenda –Honorary Associate Membership Monthly Applications: Motion C - C/3 – (pages 41-48)

New Business:

1. Motion D – Concurrence of Appointment(s) to the Local 521 Executive Board Scholarship Committee – (pages 49-50)

2.

Unfinished Business:

1. SEIU Local 521 Biennial Convention

2. Motion E – Finalized Scheduling Timeline Dates for the SEIU Local 521 Convention – (pages 51-52)

President’s Report: President Gwyn Harshaw – (Oral Report)

Chief Elected Officer’s Report: Riko Mendez, Chief Elected Officer – (Oral Report)

Update on Immigration Reform/CCI/NEO/Anti-Privatization Update on Staffing Update on Approved Bylaws Amendments that affect Vacant Executive Board

positions. Update on the Go Fund Me Flooding Account – 23 Applications were received.

The $4060.95 net received from Go-Fund-Me was divided equally among the 22 qualified applicants. The $184.58 checks will be sent out on May 30th.

Organizing Report Region 5 Update: major campaigns happening simultaneously – Riko Mendez

Written Reports & Correspondence Requiring NO Action: They may be pulled for discussion if desired.

1. PAC/PACE Totals Report – (pages 53-54) 2. Correspondence – (none)

Oral Reports: Other Officers, Caucus Chairs, Committee Chairs, or Staff Directors are invited to offer an Oral Report of no more than 5 minutes at this time.

Informational Items: 1.

Adjournment: RM:Kns SEIU521/CTW-CLC

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RM:kns SEIU 521 CTW/CLC

SEIU Local 521 Officers’ Meeting Motion

* Motion Letter: A Date: May 23, 2017

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 Officers Minutes of April 25, 2016 - (pages 5-10)

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

2017 Approved Budgets - (pages 11-16)

May 17, 2017 Meeting – The Committee reviewed the March 2017 Financials - (pages 17-30)

B&F Item 1 – Approved – The March 2017 Financial Documents B&F Item 2 – Approved – Authorization for Resolution of Set-

Aside Money for Motions/Fund Balances as reported in April 2017

B&F Item 3 – Approved – Authorization for Finance Director and Accountant to handle all financial aspects of the SEIU Bank Accounts

Signed Motions - (pages 31-34)

3. Good & Welfare Committee Expenditures Report for April and May 2017 – None

Any Requests for Assistance – please send them to both RoseAnn Dominguez at: [email protected] and Karen Summers at

[email protected]

* 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:

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Moved by:__________________________ __ Second :____________________________

Pulled:______________________________________________________________

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

Motion: Carries Fails: Tabled Until: Date:_________

Signatures

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Minutes April 25, 2017 – Officers’ Meeting Call to Order: by President Gwyn Harshaw at 6:02pm. Officers Roll Call in Attendance on Video Conference or Teleconference: Gwyn Harshaw President Alysia Bonner First VP RoseAnn Dominguez Treasurer Mullissa Willette Secretary

Riko Mendez CEO Hector San Ramon Region 1 VP Jennifer Jensen Region 4 VP Sonja Bennett Region 5 VP

Officers Absent: Matt Nathanson Region 2 VP

Executive Board Members also in attendance on Video Conference or Teleconference: Arvelia Cooper-Whigham Fresno Local 521 Trustees on Video Conference or Teleconference: Lesbia Reclosado San Jose Local 521 Staff on Video Conference or Teleconference: Karen Summers San Jose Local 521 Members in Attendance: None Guests: None Open Forum for Member Presentations:.

1. None.

Roll Call and Quorum Determination: A quorum of Officers was confirmed as present at 6:02pm. Announcements: 1. No responses from the March Open Forum - None. 2. There will be an Executive Session at the end of the meeting.

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Consent Agendas: Motion A – Non-Political Consent Agenda – Committee Reports, Information, and Approval of Related Motions.

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

1. Approval of the Officers Minutes of February 28, 2016

2. Budget & Finance Committee Report – RoseAnn Dominguez, Local 521 Treasurer 2017 Approved Budgets

April 19, 2017 Meeting – The Committee reviewed the February 2017 Financials

B&F Item 1 – Approved – The February 2017 Financial Documents

B&F Item 2 – Approved – Set-Aside for Potential Lawsuit - $15,000 from Legal Defense Savings.

B&F Item 3 – Approved – Change in Operational Banking from Bank of the West to Wells Fargo Bank.

3. March 28, 2017: Officers’ Email Motion Poll: to approve the Guidelines for Disaster Relief – Approving the Guidelines for Disaster Relief Funds received through Go-Fund-Me Accounts. Basically distributions are made in the same type of way by the same people as the Strike Hardship Funds are distributed. Differences include where the moneys come from and what precipitates the need for Relief/Hardship funds. The guidelines were unanimously approved - Voting yes: Alysia, RoseAnn, Hector, Matt, Sonja, Jennifer, and Mullissa. Riko and Gwyn do not vote.

4. Good & Welfare Committee Expenditures Report for March and April 2017 – None

Any Requests for Assistance – please send them to both RoseAnn Dominguez at: [email protected] and Karen Summers at

[email protected]

Motion B – Political Consent Agenda – Reports, Information, and Approval of Related Motions.

Motion B/1 – Approve $8,500 from the IE Account to Support the Election of Ryan Nance to Bakersfield City Council. Motion: To approve $8,500 from the SEIU 521 Independent Expenditure Committee to support the Election of Ryan Nance to Bakersfield City Council. Moved; seconded; passed as presented. Motion B/2 – Contribute to 26th Annual Unity Dinner and Fundraiser (Formerly Jefferson/Jackson Dinner – Santa Clara Democratic Party COPE fundraiser). Motion: To contribute $500 from the Candidates account to attend the Annual Jefferson/Jackson Dinner on Friday May 12th, 2017. Moved; seconded; passed as presented.

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Motion B/3 – Contribute to Marc Berman (Assembly District 24). Motion: To contribute from the Candidates Account $1,500 to help pay down Marc Berman’s campaign debt. Moved; seconded; passed as presented. Motion B/4 – Confirm Sole Endorsement of Ryan Nance for the City of Bakersfield Ward 5 Council Person in their Special Election. Motion: To approve a sole endorsement for Ryan Nance for the City of Bakersfield Ward 5 Council Person vacant position with a contribution of $1,500 from the Candidates PAC. Moved; seconded; passed as presented. Motion B/5 – Officers’ Approval to give $10,000 to the Fresno Union Park and Worker’s Memorial from the Community First line item. Motion: To approve SEIU 521 to give a $10,000 Diamond Sponsorship to the Fresno Union Park and Worker’s Memorial Foundation, Inc. to continue building the Union Park and Worker’s Memorial Foundation. Money to come from the Community First line item. Moved; seconded; passed as presented. Motion B/6 – 4 Additional Tickets to Monterey Bay CLC Labor Awards Dinner – Candidates PAC Contribution. Motion: Request an additional $600 from the Candidates Account to purchase 4 additional tickets to the Monterey Bay Central Labor Council Awards Dinner. Moved; seconded; passed as presented.

Motion C – Honorary Associate Membership Applications - Consent Agenda.

Motion C/1 – Honorary Associate Membership Monthy Application of Maria Quintero. Motion: To approve Honorary Associate Membership status for Maria Quintero. Moved; seconded; passed as presented. Motion C/2 – Honorary Associate Membership Monthy Application of Farideh Dormishian. Motion: To approve Honorary Associate Membership status for Farideh Dormishian. Moved; seconded; passed as presented.

New Business –

1. The confirmation of Gorsuch to the Supreme Court – what it means to SEIU Local 521. Riko – The Conservative Block now has the majority on the Supreme Court. There are a number of cases waiting in line to be heard by the Supreme Court all with a goal of attacking and taking away Agency Fees. It is anticipated that between March – June of 2018 we will lose Agency Fees. This will mean a significant loss in revenues to unions including us. We need to prepare for this so that we will still win for our members. Members and Staff are engaged and implementing many of the approved recommendations of the Transformation Committee. It is planned that in October some of the bigger recommendations

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will be approved. Riko is planning two Senior Face2Face meetings and two All Staff meetings by October.

2. Motion D – Community First Money for Kern County Negotiations. Motion: To support the Kern County Chapter Negotiations with a $25,000 contribution from the SEIU 521 Community First line item. Moved; seconded; passed as presented.

Unfinished Business –

1. Motion E – Memorialize Decisions made in the Executive Session of 4/19/17. Motion: To direct the Election Committee and Trustees to produce a memo for the Bylaws Committee, and a separate report for other changes that do not require Bylaws amendments, to cover these points: a. Summarize the general issues that the Election Committee and Trustees

believe may have contributed to misunderstandings and problems during the nomination and campaign period, and during the election period for the Chief Elected Officer Special Election.

b. Draft proposed changes to the Bylaws that will clarify and uphold the standards and processes for (a) campaigning for office, (b) organizing and implementing the voting process; (c) bringing complaints to the Election Committee during the nomination and campaign phases, and the time frame for the Election Committee to address those complaints; and (d) bringing post-election challenges to the Trustees, and the time frame the Trustees to address and report on those challenges.

c. Draft proposed changes to the Election Notice and/or the Election Rules and Procedures that will address the issues listed in Item #2 above.

The completion goal for both documents will be the end of October 2017. Moved; seconded; passed as presented.

2. Transformation Committee Update – Under Gorsuch report.

3. Member Charges Report – At this time there is no new information. President’s Report: Gwyn reported that she is working in Visalia for Region 5. She is visiting worksites, attending CLC meetings, and interview panels. We received recognition for our Diamond membership in the Memorial Park in the Fresno Fairgrounds. Alysia asked that the Officers be made aware what members are doing in supporting organizations. Chief Elected Officer’s Report: Riko Mendez

1. Update on Immigration Reform – Sonja reported that the Bakersfield Sheriff has

declared the City of Bakersfield a Non-Sanctuary City. Riko commended the leadership in Kern for all the work they are doing. The field owners don’t want ICE to take the field workers. The Caravan Against Fear – SEIU was involved and housed participants in the Fresno and San Jose Offices. SEIU Local 521 was involved in the Lawsuit regarding Sanctuary Cities brought against Trump by Santa Clara County and San Francisco that won in court today.

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2. Update on Go-Fund-Me flooding Account – The Deadline has been extended to

May 15th. We have received 11 applications thus far. 3. Organizing Report – Riko reported that he has just come back from an early

childhood educators meeting. Activists from across the Country were there. It was very powerful. It was good to learn that the problems we are experiencing with child care are system wide, and that those issues are being solved in other States. Some States have collective bargaining agreements. We are working toward a collective bargaining bill being signed with the next governor, but that is not until after January 2019 (the end of Governor Brown’s current term). We are also researching the possibility of changing the landscape of child care in Santa Clara County – it involves a half cent tax that would be used for child care. The providers would become employees of the County Office of Education and therefore, be SEIU 521 members that way. There are two union jurisdictions for child care workers in California: the southern jurisdiction and the northern jurisdiction (SEIU Local 521) and they are working together. There are 9,000 child care workers in our jurisdiction. Currently we have 400 organizing members.

Written Reports & Correspondence Requiring no Action by the Officers PAC/PACE Totals Report – in packet Correspondence – none. No Oral Reports. Informational Items:

1. SEIU Local 521 Biennial Convention – we want to fill all the vacant Executive Board positions so that the participation at the Convention will be as large as possible. Alysia asked if SEJ could have some time on the Convention Agenda and have Caucus Booths set up at the Convention. Riko asked if SEJ might want to come in on Friday so their Annual SEJ Summit Agenda (which normally would have been scheduled for this weekend) might not need to be so condensed.

Adjournment: The meeting was adjourned into Executive Session at 6:54pm. Executive Session lasted approximately 10 minutes.

RM: kns SEIU 521 CTW/CLC

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THIS SHEET IS INTENTIONALLY LEFT BLANK

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A B E

version 2.2

2017 Budget w Fee Payers

HeadcountTOTAL DUES RECEIPTS 29,231,032 40,883 OTHER INCOME

31541 Interest & Dividends 12,000 9343 Sublease Rent 50,000

A Misc. Income - SEIU Int'l subsidy - Escrow - Unrecognized FP <45 Days 12,000 Total Misc. Income 74,000 TOTAL GENERAL FUND INCOME 29,305,032

GENERAL FUND EXPENSESORGANIZING OFFSET 4,318,855 SALARIES

5 Administrative 492,814 5 Admin Support 353,223

15 Directors 1,453,154 57 Internal Organizers/Research,CED,CESA,Pol 4,351,601 18 Clerical 998,707 2 Facilities 100,010 5 Data Base 311,454

A Special project - pay by other fundingTemp. Internal Organizers/Research 51,515 Temp. Clerical/Support 62,400 Vacation Cash Out 147,268 5% FTE vacancy rate (403,048) Total Salaries 7,919,098

107 PAYROLL RELATED EXPENSESPension 1,531,583 Payroll Taxes Expenses 612,633 Travel Staff-Admin 34,476 Travel Staff- Internal Organizers 107,415 Mileage/Ins. Reimb.-Admin & Director 4,965 Mileage/Ins. Reimb.-Internal Organizers 156,404 Telephone Reimbursement 90,009

14 Retiree Health Exp 138,716 Benefits(Health, Dental, Vision,life,401K,Flex Plan matching)2,952,667 Workers Comp Insurance 191,448 Recruiting exp 10,000 Total Payroll Related Expenses 5,830,316 Total Salaries & Payroll Expenses 13,749,414 MISCELLANEOUSAgency Fee 0Capital Fund 150,000Admin Exp Paid to Employers 6,435 Free Life insurance to members (HAN & King only) -

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Retiree Allocation 13,386 Dodge Scholarship 15,000 Total Miscellaneous 184,821

ARBITRATIONS & LEGALArbitrations Fees & Legal Admin 213,686 Retainer 282,000

40,883 Automatic Legal Defense Fund ($0.15 per capita per month)73,589 Total Arbitrations & Legal 569,275

FACILITIESRent - San Jose 449,471 Rent - Redwood City 62,491 Rent - Santa Cruz & Watsonville 47,957 Rent - Hanford 6,798 Utilities 161,890 Kitchen Sundries 42,480 Gen. Liab. Ins. & Property Tax 200,739 Building Maintenance/Security/Janitorial 180,427 Total Admin - Facilities 1,152,252

ADMINISTRATIVE - OFFICESAudit/Acct. Fees 140,791 Subscriptions 1,660 Office Sundries 49,562 Office Equipment Leases 172,713 Equipment Maintenance & Repair Contracts 36,627 Contributions 2,139 Research Material & Data / Tele Townhall 2,412 Total Admin - Offices 405,904

INFORMATION TECHNOLOGYSupplies 33,000 Internet / maint. + phone lease equip. 158,642 Subscriptions 365 - 170 @12.50/m 25,500 Computer Database UnionWare 78,000Professional Services 7,000 Total Information Technology 302,142

COMMUNICATIONSPrinting 15,745 Paper 22,081 Website/Station/communication 4,001 Tele. &Robot calls & Tele conference usage 82,166 Postage 60,524



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Professional Fees/Translations 19,842 Total Communications 204,360

GENERAL GOVERNANCE MEETING & TRAININGExecutive Board / Officers 22,364 Steward/Council / Chapters 2,609 Manager / Director Training 10,101 Staff & political & communication 88,493 Staff Development specific, training & expert 13,000 Tuition Reimbursement - OPEIU 1,139 Total Staff Training 137,705

MEMBER & LEADER EDUCATION & TRAININGSteward & Chief Steward & Leader Training 10,000 E & T Committee Meeting & Materials 1,000 Industry Training Events 25,000 Total Education & Training 36,000

POLITICAL/SOCIAL INVOLVEMENT31,541 Candidates, Issues, IE Account ($0.25 per member per month)94,623

Legal & Accounting 16,527 Committee Meetings / Training 6,897 Conferences - Electoral Staff/ Activity - Polls & Surveys - Special Printing 131 Subscriptions Total Political/Social Involvement 118,178

40,883 SOCIAL & ECONOMIC JUSTICE1.50$ Caucus Activities 61,325

per cap Total Social & Economic Justice 61,325

MEMBER INVOLVEMENTMemorabilia/Give Away/Member Pride 56,262 Awards/Recognition - Planning & Event Prep - Member Reimbursement/Lost time 13,130 Transportation & Vehicle 55,568 Total Member Involvement 124,959

NEGOTIATIONSPrinting Contracts - outside vendor 797 MBR Lost Timer in NEG 20,000 Meetings & Supplies 23,133



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Strike Preparations 2,000 Community First Activities 60,000 Automatic Strike Fund Transfer - $10k/mon 120,000 Total Negotiations 225,930

MEETINGS & EVENTS2017 L521 convention 50,000 CEO Election-2017 - Industries & Members conference 69,849 Miscellaneous 873 Total Meetings & Events 120,722

REPRESENTATIVE DUES40,883 SEIU $7.65 ea 3,753,05939,883 SEIU Unity Fund $5.00ea 2,392,980

800 SEIU Retirees & ChildCare $1.00ea 9,60039,883 SEIU/ State Council-$2.53ea 1,210,848

650 Nurse Alliance $1.45ea 11,31014,641 So Bay CLC 1/2017 $0.73 128,2552,750 SMCO CLC $0.60ea 24,0904,228 Fresno CLC $0.45ea 22,8318,854 Bakersfield CLC $0.50ea, est. increase 26,5626,766 Monterey & Santa Cruz LC $0.55ea 44,656

110 North Valley CLC 1,320 39,883 CA Labor Fed 25% X .70ea, pd old rate $0.47 11,247

Total Representative Dues 7,636,758

TOTAL EXPENSES 29,348,598

TOTAL INCOME LESS TOTAL EXPENSES (43,566)

VOLUNTARY TRANSFERSBuilding Funds ( $5k per mon) 60,000 Strike Fund Total Transfers 60,000

TOTAL INCOME LESS EXPENSES & TRANSFERS(103,566)

Saving accounts / reservedpersonal related w 5% vacancey rate



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Year 2017

12 months Budget

BUDGET FROM GENERAL FUND 4,318,855

EXPENSESLegal - Org 36,660

Salaries - Organizing 1+2+19+2 1,850,549

Salaries - Org / Intern / Lost Timer 50,000

Part Time Exp - Org 170,699

Workers Comp. Insurance Exp - Org 64,769

Payroll Tax Exp - Org 222,066

Employee Benefits Exp - Org 513,962

Pension Plan Exp - Org 223,802

401k Matching Exp - Org 33,570

Staff Recruiting Exp - Org 1,000

Vacation / Comp Time Exp - Org 77,106

Training Exp - Org 5,000

Mileage Reimbursement Exp - Org 86,382

Vehicle Exp - Org 159,600

Rent Exp - Org -

Telephone Exp - Org 28,800

IT Supplies Exp - Org 3,000

IT Supplies Exp VIS - Org 3,000

IT Subscriptions - Org 3,600

IT Internet Exp - Org 3,000

Utilities Exp - Org 500

Equipment Leasing Exp - Org 100

Equipment Maintanence & Repair Exp - Org 285

Building Maintenance & Repair Exp - Org -

Office Supplies Exp - Org 6,600

Lunchroom Supplies Exp - Org 2,000

Paper Exp - Org 1,229

Printing Exp - Org 500

Postage Exp - Org 201

Communication Cost Exp - Org -

Translation Exp - Org 2,400

Computer Database Services Exp - Org 2,400

Referral Lead Exp - Org 1,200

Professional Fee Exp - Org 10,000

Subscriptions Exp - Org 500

Travel Exp - Org 514,800

Conference Exp - Org & Retreat Qtrly 25,350

Rally / Bus Rental Exp - Org 5,000

Memorabilia / Give Away Exp - Org 40,000

Meeting Exp - Org 15,000

Donation Exp - Org 10,000

SEIU Int'l Share Cost 432,000

TOTAL ORGANIZING EXPENSES 4,606,629

NET INCOME (287,774)

SEIU LOCAL 521

Organizing

2017 Ext. Org. Budget

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SEIU Local 521

Bank Balance on Saving and Investment accounts

as of March 31st, 2017

DOCUMENT # 1

DISCRETIONARY SAVINGS

ITEMS GL# ACCOUNT NAME Bank Available as of

2/28/2017 +/- reason Available as of

3/31/2017

1 1005 CONTINGENCY FUND Bank of The West #18986 143,835.83 143,835.83

2 1006 STRIKE FUND Bank of The West #18978 953,385.82 953,385.82

3 1006 STRIKE FUND Bank of The West - T- Bill Matures 5/25/2017 700,000.00 700,000.00

4 1016 LEGAL DEFENSE FUND Bank of The West # 28691 59,167.40 +$0.15 per capita, - motions to cover pending lawsuit 57,869.45

5 1016 LEGAL DEFENSE FUND Bank of The West - T- Bill Matures 5/25/2017 500,000.00 500,000.00

6 1017 GOOD & WELFARE FUND Bank of The West #28758 6,132.15 6,132.15

7 1017 GOOD & WELFARE FUND Bank of The West - T- Bill Matures 5/25/2017 60,000.00 60,000.00

8 1018 CAPITAL FUND Bank of The West # 28667 140,564.62 $12,500 per month 153,064.62

9 1019 BUILDING FUND Bank of The West # 28733 407,480.33 $5,000 per month , motion transferred 2/2017 412,480.33

10 1011 Accrued Vacation from EO to IO Bank of The West #18820 + Tbill Mat. 5/25/17 150,330.32 Vacation bank transfer between EO and IO 22,720.12

11 2150-00-021 Community First Fund Reserve @ general fund 200,000.00 motion from 9/24/2016 200,000.00

12 2150-00-022 Members & Staff Training Reserve @ general fund 100,000.00 motion from 9/24/2016 100,000.00

Total reserve 3,420,896.47$ 3,309,488.32$

POLITICAL - PAC money

13 PAC - Candidates US Bank - Olson 89,482.50 Olson Statement Reconciled as of 2/28/2017 93,339.63

14 PAC - Issues US Bank - Olson 16,892.09 Olson Statement Reconciled as of 2/28/2017 33,395.22

15 PAC - Independent Expenditure US Bank - Olson 323,715.36 Olson Statement Reconciled as of 2/28/2017 352,540.06

430,089.95$ 479,274.91$

MANDATORY SAVINGS

16 1002 ORGANIZING FUND Bank of The West #18895 3,020,636.18 3,222,891.00

17 1002 ORGANIZING FUND Monterey County Employee Credit Union 204,041.87 credit union saving account 204,041.87

18 1002 ORGANIZING FUND Acc Vac Bank of The West #33823 304,903.37 Accrued time off - adjust monthly to actual accrual 298,339.31

19 1003 AGENCY FEE Bank of The West #18960 392,109.07 2017 - no longer accrued 381,517.87

3,921,690.49$ 4,106,790.05$

Unfunded Reserve and Liabilities

20 2150-10 RETIREE BENEFIT TRUST Unfunded Reserve 572.00 + $1 / month 572.00

21 2150-11 CLARENCE DODGE SCHOLARSHIPUnfunded Reserve 22,361.04 + $1250 / mon 23,881.04

22 2400-00 Accrued Vacation for General FundLiabilities 2,100,814.65 adjust monthly to actual accrual 2,008,311.71

2,123,747.69$ 2,032,764.75$

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A B C D E F G H I J

Jan Feb NOTESActual Actual Budget Actual Better/(Worse) Budget Actual Better/(Worse)

TOTAL DUES RECEIPTS 2,475,215 2,363,323 3,372,812 2,774,332 (598,480) 7,869,900 7,612,870 (257,030)

OTHER INCOME

Interest & Dividends - 4,934 1,000 - (1,000) 3,000 4,934 1,934 Sublease Rent 142,771 5,171 4,167 5,171 1,004 12,501 153,113 140,612 Misc. Income - SEIU Int'l Subsidy - 30 - 128,806 128,806 - 128,836 128,836 Escrow - Unrecognized FP <45 Days 253 (1,034) 1,000 9,027 8,027 3,000 8,246 5,246 TOTAL OTHER INCOME 143,024 9,101 6,167 143,004 136,837 18,501 295,129 276,628

TOTAL GENERAL FUND INCOME 2,618,239 2,372,424 3,378,979 2,917,336 461,643 7,888,401 7,907,999 (19,598)

GENERAL FUND EXPENSESORGANIZING OFFSET 359,905 359,905 359,905 359,905 - 1,079,715 1,079,715 -

SALARIES

Administrative 51,384 78,216 56,863 149,549 (92,686) 132,681 279,149 (146,468) 1 COS leftAdmin Support 26,946 27,205 40,757 44,219 (3,462) 95,099 98,370 (3,271) Directors 72,336 72,896 167,672 115,671 52,001 391,234 260,903 130,331 Internal Organizers/Research 310,287 308,451 508,052 472,907 35,145 1,185,456 1,091,645 93,811 Clerical 77,209 78,249 122,435 116,342 6,093 285,683 271,800 13,883 Facilities 7,723 7,982 11,540 11,313 227 26,926 27,018 (92) Data Base Services 21,665 23,957 35,937 35,215 722 83,853 80,837 3,016 Temp. Internal Organizers/Research 538 33 - 138 (138) - 709 (709) Temp. Clerical/Support - - - 201 (201) - 201 (201) Cash Outs 10,422 4,945 16,992 - 16,992 39,648 15,367 24,281 5% FTE Vacancy Rate - - (46,506) - (46,506) (108,514) - (108,514) TOTAL SALARIES 578,510 601,934 913,742 945,555 (31,813) 2,132,066 2,125,999 6,067

PAYROLL RELATED

Pension 107,704 107,177 176,721 157,395 19,326 412,349 372,276 40,073 Payroll Taxes 106,136 63,500 70,688 72,472 (1,784) 164,940 242,108 (77,168) heavy loaded beginning of the yearTravel Staff - Admin 232 375 2,873 779 2,094 8,619 1,386 7,233 Travel Staff - Internal Organizers 4,867 5,334 8,951 8,924 27 26,853 19,125 7,728 Mileage/Ins. Reimb.-Admin & Director 544 861 414 411 3 1,241 1,816 (575) Mileage/Ins. Reimb.-Internal Organizers 7,837 5,939 13,034 10,034 3,000 39,101 23,810 15,291 Telephone Reimbursement 7,523 5,961 7,501 7,953 (452) 22,502 21,437 1,065 Retiree Health 9,769 9,076 11,560 (1,970) 13,530 34,680 16,875 17,805 Benefits (Health,Dental,Vision,Life,401K,Flex Plan) 218,168 227,155 340,692 237,214 103,478 794,948 682,537 112,411 Workers Comp Insurance 14,319 7,966 15,954 2,304 13,650 47,862 24,589 23,273 Recruiting 8 8 833 1,371 (538) 2,499 1,387 1,112 TOTAL PAYROLL RELATED 477,107 433,352 649,221 496,887 152,334 1,555,594 1,407,346 148,248

TOTAL SALARIES & PAYROLL RELATED 1,055,617 1,035,286 1,562,963 1,442,442 120,521 3,687,660 3,533,345 154,315

MISCELLANEOUS

Capital Fund 12,500 12,500 12,500 12,500 - 37,500 37,500 - Admin Exp Paid to Employers 609 439 536 661 (125) 1,608 1,709 (101) Retiree Allocation 1,398 979 1,116 1,236 (120) 3,348 3,613 (265) Dodge Scholarship 1,250 1,250 1,250 1,250 - 3,750 3,750 - TOTAL MISCELLANEOUS 15,757 15,168 15,402 15,647 (245) 46,206 46,572 (366)

ARBITRATIONS & LEGAL

Arbitrations Fees & Legal Admin 3,310 5,286 17,807 20,322 (2,515) 53,421 28,918 24,503 Retainer 20,680 20,680 23,500 20,680 2,820 70,500 62,040 8,460 Automatic Legal Defense Fund ($0.15 per CAP per month) 4,670 4,702 6,132 4,687 1,445 18,396 14,059 4,337 TOTAL ARBITRATIONS & LEGAL 28,660 30,668 47,439 45,689 1,750 142,317 105,017 37,300

FACILITIES

Rent - San Jose 36,375 36,375 37,456 36,375 1,081 112,368 109,125 3,243 Rent - Redwood City 4,695 4,695 5,208 4,695 513 15,624 14,085 1,539 Rent - Santa Cruz, Salinas & Watsonville 7,953 3,977 3,996 3,977 19 11,988 15,907 (3,919) pay rent one month aheadRent - Hanford 550 550 567 550 17 1,701 1,650 51 Utilities 11,771 12,679 13,491 11,637 1,854 40,473 36,087 4,386 Kitchen Sundries 2,219 865 3,540 2,431 1,109 10,620 5,515 5,105 General Liability Insurance & Property Tax 15,493 15,493 16,728 (7,669) 24,397 50,184 23,317 26,867 Building Maintenance/Security/Janitorial 13,408 11,212 15,036 10,582 4,454 45,108 35,202 9,906 TOTAL FACILITIES 92,464 85,846 96,022 62,578 33,444 288,066 240,888 47,178

ADMINISTRATIVE - OFFICES

Audit/Acct. Fees 4,434 2,863 11,733 3,612 8,121 35,199 10,909 24,290 Subscriptions - 364 138 348 (210) 414 712 (298) Office Sundries 4,774 3,708 4,130 4,474 (344) 12,390 12,956 (566) Office Equipment Leases 10,887 14,720 14,393 14,615 (222) 43,179 40,222 2,957 Equipment Maintenance & Repair Contracts 2,900 1,919 3,052 3,510 (458) 9,156 8,329 827 Contributions 143 - 178 - 178 534 143 391 Research Material & Data / Tele Townhall 199 199 201 199 2 603 597 6 TOTAL ADMIN - OFFICES 23,337 23,773 33,825 26,758 7,067 101,475 73,868 27,607

INFORMATION TECHNOLOGY

Supplies 1,289 3,177 2,750 1,431 1,319 8,250 5,897 2,353 Internet / Maintenance + Phone Lease Equipment 10,715 31,128 13,220 14,787 (1,567) 39,660 56,630 (16,970) billed from 12/2016, investigationSubscriptions 365 - 170 @12.50 month 108 - 2,125 - 2,125 6,375 108 6,267 Computer Database UnionWare 6,475 6,475 6,500 9,275 (2,775) 19,500 22,225 (2,725) Professional Services - - 583 - 583 1,749 - 1,749 TOTAL INFORMATION TECHNOLOGY 18,587 40,780 25,178 25,493 (315) 75,534 84,860 (9,326)

SEIU LOCAL 521Income Statement - Current and YTD

For the Three Months Ending Friday, March 31, 2017

Mar Y-T-D

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SEIU LOCAL 521Income Statement - Current and YTD

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COMMUNICATIONS

Printing 4,496 489 1,312 (137) 1,449 3,936 4,848 (912) invoices from 12/2016 Paper 1,061 900 1,840 4,894 (3,054) 5,520 6,855 (1,335)

Website/Station/Communication 50 - 333 - 333 999 50 949

Telephone, Robo Calls & Teleconference Usage 7,108 1,628 6,847 815 6,032 20,541 9,551 10,990

Postage 5,750 5,106 5,044 719 4,325 15,132 11,575 3,557

Professional Fees/Translations 3,840 2,700 1,654 3,840 (2,186) 4,962 10,380 (5,418) invoices from 2016TOTAL COMMUNICATIONS 22,305 10,823 17,030 10,131 6,899 51,090 43,259 7,831

GENERAL GOVERNANCE MEETING & TRAINING

Executive Board / Officers Quarterly Meetings 498 1,137 1,864 613 1,251 5,592 2,248 3,344 Steward Council / Chapters 197 137 217 710 (493) 651 1,044 (393) Manager / Director Training 192 264 842 384 458 2,526 840 1,686 Staff & Political & Communication 1,831 4,004 7,374 3,459 3,915 22,122 9,294 12,828 Staff Development Specific - Training &Expert - - 1,083 24 1,059 3,249 24 3,225 Tuition Reimbursement - OPEIU & CWA - - 95 - 95 285 - 285 TRAINING 2,718 5,542 11,475 5,190 6,285 34,425 13,450 20,975

MEMBER & LEADER EDUCATION & TRAINING

Steward & Chief Steward & LeaderTraining - - 833 - 833 2,499 - 2,499 Education & Training Committee Meeting & Materials - - 83 - 83 249 - 249 Industry Training Events - - 2,083 - 2,083 6,249 - 6,249 TOTAL EDUCATION & TRAINING - - 2,999 - 2,999 8,997 - 8,997

POLITICAL/SOCIAL INVOLVEMENT

Candidates. Issues, IE Account ($0.25 per Member per Month) 7,683 7,723 7,885 7,714 171 23,655 23,120 535 Legal & Accounting 834 2,941 1,377 1,453 (76) 4,131 5,228 (1,097) Committee Meetings / Training 695 496 575 593 (18) 1,725 1,784 (59) Conferences - - - 30 (30) - 30 (30) Electoral Staff / Activity - - Special Printing 65 325 11 352 (341) 33 742 (709) TOTAL POLITICAL/SOCIAL INVOLVEMENT 9,277 11,485 9,848 10,142 (294) 29,544 30,904 (1,360)

SOCIAL & ECONOMIC JUSTICE

Caucus Activites 1,132 9,082 5,110 4,663 447 15,330 14,877 453 TOTAL SOCIAL & ECONOMIC JUSTICE 1,132 9,082 5,110 4,663 447 15,330 14,877 453

MEMBER INVOLVEMENT

Memorabilia/Give Away/Member Pride - 40 4,689 81 4,608 14,067 121 13,946 Planning & Event Prep - - Member Reimbursement/Lost time - - 1,094 - 1,094 3,282 - 3,282 Transportation & Vehicle 647 3,531 4,631 1,994 2,637 13,893 6,172 7,721 TOTAL MEMBER INVOLEMENT 647 3,571 10,414 2,075 8,339 31,242 6,293 24,949

NEGOTIATIONS

Printing Contracts - Outside Vendor - - 66 - 66 198 - 198 Lost Timer in Negotiations 285 1,432 1,667 - 1,667 5,001 1,717 3,284 Meetings & Supplies 462 2,275 1,928 1,563 365 5,784 4,300 1,484 Strike Preparations - - 167 - 167 501 - 501 Community First Activities - - 5,000 - 5,000 15,000 - 15,000 Automatic Strike Fund Transfer ($0.50 per Member per Month) 10,000 10,000 10,000 10,000 - 30,000 30,000 - TOTAL NEGOTIATIONS 10,747 13,707 18,828 11,563 7,265 56,484 36,017 20,467

MEETINGS & EVENTS

2017 Local 521 Convention - - 4,167 - 4,167 12,501 - 12,501 misc. inv from 20162017 CEO Election 1,813 1,661 - 79 (79) - 3,553 (3,553) Industries & Members Conference 8,975 155 5,894 - 5,894 17,682 9,130 8,552 Miscellaneous - - TOTAL MEETINGS & EVENTS 10,788 1,816 10,061 79 9,982 30,183 12,683 17,500

REPRESENTATIVE DUES

SEIU $7.65 ea 306,066 307,274 312,755 308,309 4,446 938,265 921,649 16,616 SEIU Unity Fund $5.00ea 192,230 192,910 199,415 195,575 3,840 598,245 580,715 17,530 SEIU Retirees $1.00ea 324 356 800 451 349 2,400 1,131 1,269 SEIU State Council $2.53ea 100,333 100,697 100,904 101,184 (280) 302,712 302,214 498 Nurse Alliance $1.45ea 883 925 943 919 24 2,829 2,727 102 So Bay CLC $0.73ea 10,616 10,651 10,688 10,550 138 32,064 31,817 247 SMCO CLC $0.70ea 1,868 1,916 2,008 1,893 115 6,024 5,677 347 Fresno CLC $0.45ea 2,483 2,400 1,903 2,554 (651) 5,709 7,437 (1,728) Bakersfield CLC $0.25ea 2,225 2,291 2,214 2,288 (74) 6,642 6,804 (162) Monterey & Santa Cruz LC $0.55ea 3,720 3,709 3,721 3,734 (13) 11,163 11,163 - CA Labor Fed 25% X .47ea 939 942 937 946 (9) 2,811 2,827 (16) North Valley CLC $.55ea 110 110 110 110 - 330 330 - TOTAL REPRESENTATIVE DUES 621,797 624,181 636,398 628,513 7,885 1,909,194 1,874,491 34,703

TOTAL GENERAL FUND EXPENSES 2,273,738 2,271,633 2,862,897 2,650,868 212,029 7,587,462 7,196,239 391,223

TOTAL INCOME LESS TOTAL EXPENSES 344,501 100,791 516,082 266,468 (249,614) 300,939 711,760 410,821

VOLUNTARY TRANSFERS

Building Funds 5,000 5,000 5,000 5,000 - 15,000 15,000 - Strike Funds - - TOTAL VOLUNTARY TRANSFERS 5,000 5,000 5,000 5,000 - 15,000 15,000 -

TOTAL INCOME LESS EXPENSES & TRANSFERS 339,501 95,791 511,082 261,468 (249,614) 285,939 696,760 410,821

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A B C D E F G H I

Jan FebActual Actual Budget Actual Better/(Worse) Budget Actual Better/(Worse)

BUDGET FROM GENERAL FUND 359,905 359,905 359,905 359,905 - 1,079,715 1,079,715 -

EXPENSESLegal - Org 5,170 5,170 3,055 5,170 (2,115) 9,165 15,510 (6,345)

Salaries - Organizing 80,227 79,923 213,525 125,967 87,558 498,225 286,117 212,108

Salaries - Org / Intern / Lost Timer - - 5,769 - 5,769 13,461 - 13,461

Part Time Exp - Org - 8,960 19,696 960 18,736 45,958 9,920 36,038

Workers Comp. Insurance Exp - Org 2,014 1,120 5,397 1,184 4,213 16,191 4,318 11,873

Payroll Tax Exp - Org 7,571 6,299 25,623 9,693 15,930 59,787 23,563 36,224

Employee Benefits Exp - Org 19,669 20,191 42,830 24,087 18,743 128,490 63,947 64,543

Pension Plan Exp - Org 15,760 15,555 18,650 23,519 (4,869) 55,950 54,834 1,116

401k Matching Exp - Org 2,468 2,016 3,873 3,245 628 9,037 7,729 1,308

Staff Recruiting Exp - Org - - 83 - 83 249 - 249

Cash Outs - Org - 1,157 6,426 - 6,426 19,278 1,157 18,121

Training Exp - Org - - 417 - 417 1,251 - 1,251

Mileage Reimbursement Exp - Org 50 415 7,199 227 6,972 21,597 692 20,905

Vehicle Exp - Org 1,451 1,197 13,300 4,520 8,780 39,900 7,168 32,732

Telephone Exp - Org 1,393 963 2,400 2,282 118 7,200 4,638 2,562

IT Supplies Exp - Org - - 500 - 500 1,500 - 1,500

IT Subscriptions - Org - - 300 - 300 900 - 900

IT Internet Exp - Org - - 250 - 250 750 - 750

Utilities Exp - Org - - 42 - 42 126 - 126

Equipment Leasing Exp - Org - - 8 - 8 24 - 24

Equipment Maintanence & Repair Exp - Org - - 24 - 24 72 - 72

Office Supplies Exp - Org 125 - 550 625 (75) 1,650 750 900

Lunchroom Supplies Exp - Org - - 167 - 167 501 - 501

Paper Exp - Org - - 102 - 102 306 - 306

Printing Exp - Org - - 42 742 (700) 126 742 (616)

Postage Exp - Org - - 17 - 17 51 - 51

Translation Exp - Org - - 200 - 200 600 - 600

Computer Database Services Exp - Org - - 200 - 200 600 - 600

Referral Lead Exp - Org - - 100 - 100 300 - 300

Professional Fee Exp - Org - - 833 350 483 2,499 350 2,149

Subscriptions Exp - Org 214 - 42 - 42 126 214 (88)

Travel Exp - Org 18,334 19,212 42,900 25,565 17,335 128,700 63,111 65,589

Conference Exp - Org (and Quarterly Retreats) - - 2,113 - 2,113 6,339 - 6,339

Rally / Bus Rental Exp - Org - - 417 - 417 1,251 - 1,251

Memorabilia / Give Away Exp - Org - - 3,333 - 3,333 9,999 - 9,999

Meeting Exp - Org 355 1,798 1,250 109 1,141 3,750 2,262 1,488

Donation Exp - Org - - 833 - 833 2,499 - 2,499

SEIU Int'l Share Cost 989,660 - 36,000 - 36,000 108,000 989,660 (881,660)

TOTAL ORGANIZING EXPENSES 1,144,461 163,976 458,466 228,245 230,221 1,196,408 1,536,682 (340,274)

NET INCOME (784,556) 195,929 (98,561) 131,660 230,221 (116,693) (456,967) (340,274)

Mar Y-T-D

SEIU LOCAL 521Organizing

Income StatementFor the Three Months Ending Friday, March 31, 2017

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SEIU Local 521Per Capita Analysis

DOC# 5

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A B C D E F G H RREGION 1

County Office B C Jan-17 Feb-17 Mar-17 AVERAGE

SCC SJC 12 M Achievekids 101 99 98 99

SCC SJC 12 A Achievekids - Agency - - - -

SCC SJC 12 M American Red Cross Blood Services Northern California Region 35 35 - 23

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

SCC SJC 12 M Campbell Union High School District 62 62 63 62

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

SCC RWC 26 M City of East Palo Alto 30 30 31 30

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

SMC RWC 26 M City of Menlo Park 118 117 117 117

SMC RWC 26 A City of Menlo Park - Agency 180 166 163 170

SCC RWC 26 M City of Mountain View 112 109 113 111

SCC RWC 26 A City of Mountain View - Agency 40 42 44 42

SCC RWC 26 M City of Palo Alto 389 380 380 383

SCC RWC 26 A City of Palo Alto - Agency 296 290 296 294

SMC RWC 26 M City of Redwood City 221 220 221 221

SMC RWC 26 A City of Redwood City - Agency 18 18 17 18

SMC RWC 26 M City of San Mateo 135 136 134 135

SMC RWC 26 A City of San Mateo - Agency 94 96 87 92

SCC RWC 26 M City of Sunnyvale 31 30 32 31

SCC RWC 26 A City of Sunnyvale - Agency 15 16 12 14

SCC SJC 26 M Community Solutions - 165 - 55

SMC RWC 26 M County - San Mateo 978 990 1,001 990

SMC RWC 26 A County - San Mateo - Agency 590 601 625 605

SCC SJC 26 M County - Santa Clara 9,061 8,996 9,056 9,038

SCC SJC 26 A County - Santa Clara - Agency 857 824 814 832

SMC RWC 26 M Court - San Mateo County 147 146 147 147

SMC RWC 26 A Court - San Mateo County - Agency 45 44 48 46

SCC SJC 26 M Court - Santa Clara County 60 58 58 59

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

SCC SJC 12 M Cupertino Union School District - 186 188 125

SCC SJC 12 A Cupertino Union School District - Agency - 8 8 5

SCC SJC 26 M Gardner Family Care Corporation 142 142 144 143

SCC SJC 26 A Gardner Family Care Corporation - Agency 7 10 12 10

SCC SJC 24 M Hope Services 101 102 109 104

SCC SJC 24 A Hope Services - Agency 116 124 123 121

SCC SJC 26 M Housing Authority of the County of Santa Clara 51 53 53 52

SCC SJC 26 A Housing Authority of the County of Santa Clara - Agency 4 4 4 4

SCC SJC 26 M Humane Society of Silicon Valley 12 11 - 8

SCC SJC 26 A Humane Society of Silicon Valley - Agency 9 10 - 6

SCC SJC 24 M Law Foundation of Silicon Valley 58 56 58 57

SCC SJC 24 A Law Foundation of Silicon Valley - Agency 5 5 6 5

SCC SJC 26 M Momentum for Mental Health 242 240 246 243

SCC SJC 26 A Momentum for Mental Health - Agency 5 3 3 4

SCC SJC 12 M Morgan Hill Unified School District (No Longer Represent Eff 5/1/17) 307 - - 102

SCC SJC 12 A Morgan Hill Unified School District - Agency (No Longer Represent) 4 - - 1

SCC SJC 12 M Orchard School District 29 28 - 19

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

SMC RWC 12 M Peninsula Jewish Community Center - 59 - 20

SCC SJC 26 M Rebekah Children's Services - 77 78 52

SCC SJC 12 M San Andreas Regional Center 228 233 236 232

SCC SJC 12 A San Andreas Regional Center - Agency 5 5 4 5

SCC SJC 12 M Santa Clara COE 846 843 844 844

SCC SJC 12 A Santa Clara COE - Agency 564 545 556 555

SCC SJC 12 M Santa Clara Family Health Plan 118 121 127 122

SCC SJC 26 M Santa Clara Valley Transportation Authority 260 256 261 259

SCC SJC 26 A Santa Clara Valley Transportation Authority - Agency 6 5 4 5

SCC SJC 24 M Starlight Community Services - 60 - 20

REGION 2

SBC SNS 24 M Chamberlain's Children Center - - 49 16

MRY SNS 26 M CHISPA Housing Management Inc 29 28 - 19

MRY SNS 26 M City of Greenfield 13 13 15 14

MRY SNS 26 A City of Greenfield - Agency - 1 - 0

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SBC SNS 26 M City of Hollister 29 29 29 29

SBC SNS 26 A City of Hollister - Agency 7 7 7 7

MRY SNS 26 M City of King City 11 13 13 12

MRY SNS 26 A City of King City - Agency 2 - - 1

MRY SNS 12 M City of Salinas 146 158 166 157

MRY SNS 12 A City of Salinas - Agency 73 59 52 61

SCR SCR 26 M City of Santa Cruz 480 480 503 488

SCR SCR 26 A City of Santa Cruz - Agency 171 166 206 181

SCR SCR 12 M City of Scotts Valley 20 20 21 20

SCR SCR 12 A City of Scotts Valley - Agency - 1 - 0

MRY SNS 26 M City of Soledad 26 26 26 26

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

SCR SCR 24 M City of Watsonville 54 54 54 54

SCR SCR 24 A City of Watsonville - Agency 1 1 3 2

SCR SCR 12 M Community Bridges 86 84 91 87

SCR SCR 12 A Community Bridges - Agency 14 16 12 14

MRY SNS 12 M County - Monterey 2,289 2,277 2,257 2,274

MRY SNS 12 A County - Monterey - Agency 804 806 815 808

SBC SNS 26 M County - San Benito 170 167 171 169

SBC SNS 26 A County - San Benito - Agency 82 82 82 82

SCR SCR 26 M County - Santa Cruz 1,485 1,478 1,488 1,484

SCR SCR 26 A County - Santa Cruz - Agency 136 135 138 136

MRY SNS 12 M Court - Monterey County 90 93 95 93

MRY SNS 12 A Court - Monterey County - Agency 43 43 41 42

SBC SNS 26 M Court - San Benito County 9 9 9 9

SBC SNS 26 A Court - San Benito County - Agency 12 11 11 11

SCR SCR 26 M Court - Santa Cruz County 86 84 81 84

SCR SCR 26 A Court - Santa Cruz County - Agency 1 - 2 1

SCR SCR 12 M Encompass CS 66 66 56 63

SCR SCR 12 A Encompass CS - Agency 15 15 13 14

MRY SNS 12 M Housing Authority of the County of Monterey 51 51 53 52

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

MRY SNS 26 M MAOF 101 105 106 104

MRY SNS 26 A MAOF - Agency 4 3 5 4

SCR SCR 12 M Monarch Services 21 22 22 22

MRY SNS 26 M Monterey Bay Air Resources District 23 23 23 23

MRY SNS 26 A Monterey Bay Air Resources District - Agency - - - -

SCR SCR 26 M Salud Para la Gente Inc 192 195 200 196

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

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

SCR SCR 12 M San Lorenzo Valley Unified School District 98 97 98 98

SCR SCR 12 A San Lorenzo Valley Unified School District - Agency 7 8 8 8

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

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

SCR SCR 26 M Santa Cruz Metro 101 101 105 102

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

SCC SCR 12 M Soquel Creek Water District 9 7 6 7

REGION 3

MAR FAT 12 M County - Mariposa 148 147 149 148

MAR FAT 12 A County - Mariposa - Agency 78 81 84 81

STA FAT 26 M County - Stanislaus 554 550 545 550

STA FAT 26 A County - Stanislaus - Agency 61 61 65 62

MAR FAT 12 M Court - Mariposa County 7 7 7 7

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

MER FAT 26 M Golden Valley Health Center 517 516 524 519

MER FAT 26 A Golden Valley Health Center - Agency 6 5 5 5

STA FAT 12 M Salida Union School District - Headstart 21 21 22 21

STA FAT 12 A Salida Union School District - Headstart - Agency 15 15 14 15

REGION 4

FAT FAT 24 M Central California Legal Services 48 44 45 46

FAT FAT 26 M City of Coalinga 24 27 27 26

FAT FAT 26 A City of Coalinga - Agency 1 - - 0

MAD FAT 26 M Community Action Partnership of Madera 88 80 80 83


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2A B C D E F G H R


128129130131132133134135136137138139140141142143144145146147148149150151152153154155156157158159160161162163164165166167168169170171172173174175176177178179180181182183184185186187188189190191

MAD FAT 26 A Community Action Partnership of Madera - Agency 21 19 21 20

FAT FAT 26 M County - Fresno 2,078 2,106 2,109 2,098

FAT FAT 26 A County - Fresno - Agency 1,160 1,148 1,136 1,148

MAD FAT 12 M County - Madera 81 83 85 83

FAT FAT 26 M Court - Fresno County 237 238 236 237

FAT FAT 26 A Court - Fresno County - Agency 83 82 81 82

FAT FAT 12 M Dental Source 3 3 3 3

FAT FAT 12 M FASTA 434 331 472 412

FAT FAT 12 A FASTA - Agency 295 213 413 307

FAT FAT 26 M First Student 195 193 197 195

FAT FAT 24 M Fresno Housing Authority 82 84 84 83

FAT FAT 24 A Fresno Housing Authority - Agency 22 21 21 21

FAT FAT 12 M Fresno Unified School District 575 574 576 575

FAT FAT 12 A Fresno Unified School District - Agency 29 27 29 28

FAT FAT 12 M Riverdale Unified School District 50 50 50 50

FAT FAT 12 A Riverdale Unified School District - Agency 11 10 10 10

REGION 5

KER BFL M BARC - - 68 68

KER BFL 26 M City of Arvin 26 - 26 17

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

KER BFL 26 M City of Bakersfield 483 479 480 481

KER BFL 26 A City of Bakersfield - Agency 269 259 264 264

KIN HJO 26 M City of Hanford 104 105 106 105

KIN HJO 26 A City of Hanford - Agency 24 23 22 23

TUL VIS 26 M City of Lindsay 9 9 9 9

KER BFL 26 M City of Shafter 12 11 11 11

KER BFL 26 M City of Taft 19 19 19 19

KER BFL 26 M City of Wasco 34 38 39 37

KER BFL 26 A City of Wasco - Agency 16 15 13 15

KER BFL 26 M Community Action Partnership of Kern 332 334 342 336

KER BFL 26 A Community Action Partnership of Kern - Agency 9 9 9 9

KER BFL 26 M County - Kern 3,107 3,100 3,111 3,106

KER BFL 26 A County - Kern - Agency 2,170 2,226 2,290 2,229

KIN HJO 26 M County - Kings 18 18 19 18

TUL VIS 26 M County - Tulare 1,076 1,185 1,099 1,120

TUL VIS 26 A County - Tulare - Agency 474 570 470 505

KER BFL 26 M Court - Kern County 269 289 288 282

KER BFL 26 A Court - Kern County - Agency 166 154 152 157

KIN HJO 26 M Court - Kings County 50 50 52 51

KIN HJO 26 A Court - Kings County - Agency 3 3 3 3

TUL VIS 26 M Court - Tulare County 156 158 162 159

TUL VIS 26 A Court - Tulare County - Agency 26 23 23 24

KER BFL 12 M Edison Elementary School District - 23 21 15

KER BFL 26 M Kern County Water Agency 25 25 25 25

KER BFL 26 A Kern County Water Agency - Agency 21 21 21 21

KER BFL 26 M Kern Regional Center 104 117 113 111

KER BFL 26 A Kern Regional Center - Agency 9 7 3 6

KIN HJO 26 M Kings Community Action Organization 8 8 8 8

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

KER BFL 26 M North Kern Cemetery District 4 4 4 4

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

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

KER BFL 12 M Standard School District 59 56 55 57

SBA VIS 12 M Student Transportation of America 33 31 - 21

KER BFL 12 M Taft Union High School District 29 29 31 30

REGION OTHER

SCC SJC 12 M Child Care Providers United California 418 463 389 423

SCC SJC 26 M Local 521 Staff & Officers 76 72 53 67

SCC SJC 12 M Retired Members Chapter (521) 324 356 451 377

SJC 12 A Transitional Associate Members 0 - - -

Total Members 31,504 31,781 31,752 31,679

Total Agency Fee Payers 9,207 9,168 9,376 9,250

Total Count 40,711 40,949 41,128 40,929


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* Motion Letter: B Date: May 23, 2017

Motion Title: Political Consent Agenda

The Following Items have been placed on the CONSENT AGENDA for approval without discussion. If you wish discussion pull the item from the CONSENT AGENDA – NO Motion is required to remove an item from the Consent Agenda. Political Motions:

B/1 – $2000 for Table of 10 at the San Mateo CLC Awards Dinner from the Candidates PAC - (Region 1) – (pages 37-38)

B/2 – Sole Endorsement and up to $5,000 from the IE PAC for Juan Gonzalez for the Kern County Employees’ Retirement Association Special Election 2017 - (Region 5) – (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

____________________________________________

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SEIU Local 521 Officers’ Motion Motion Letter: B/1 Date: May 23, 2017 Motion Title: San Mateo County Central Labor Council COPE Awards Dinner - $2,000 for a table of 10 Recommended By: San Mateo COPE Committee unanimously on May 11th, 2017 Background: San Mateo Central Labor Council is having their 87th Annual COPE Banquet on Friday July 14th at the The Westin San Francisco Airport, 1 Old Bayshore Highway, Millbrae. They are honoring Mike Lagomarsino with the Unity Award and San Mateo City Council Community Award. San Mateo City Council is receiving the Community Award for being the first City in San Mateo County to vote for a $15 minimum wage by 2019. We have been working closely with the San Mateo Central Labor Council to pass a living wage ordinance within San Mateo County and provided assistance with all the elected officials in the jurisdictions that we represent. In addition, we are working with San Mateo Labor Council to get $15 minimum wage in Redwood and Daly Cities. Motion: To approve $2,000 for a table of 10 from the Candidate PAC for the San Mateo County Central Labor Council COPE Awards Dinner.

Make Checks payable to: SMCLC COPE. FPPC # 743614 1153 Chess Drive, Suite 200 Foster City, CA 94404 Follow Up:

Moved by:_ ____________________ __ Second :__ ____________________________

Amendment:______________________________________________________________

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


Signatures

____________________________________________

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SEIU Local 521 Officers’ Motion Motion Letter: B/2 Date: May 23, 2017 Motion Title: Confirm Sole Endorsement of Juan Gonzalez for the Kern County Employees’ Retirement Association Special Election 2017 and up to $5000 toward the campaign. Recommended By: Kern County Chapter Officers Meeting on May 11th,2017 and SEIU 521 Town Hall Endorsement Forum on May 17th, 2017. Background: At the Kern County Chapter Officers Meeting on May 11th, 2017, 8 out of 9 officers attended and all 8 voted to pass the motion for Juan Gonzalez to receive the SEIU 521 sole endorsement for the Kern County Employees’ Retirement Association Special Election 2017 for the General Member Seat and up to $5,000 toward the campaign. This motion was approved by the officers before the SEIU 521 Town Hall Endorsement Forum was held on May 17th, therefore the motion was written as “pending the results of the SEIU 521 Town Hall Endorsement Forum on May 17th, 2017”. At the SEIU 521 Town Hall Endorsement Forum on May 17th, 2017 only one candidate turned in the Candidate Questionnaire and signed the Candidate Pledge, therefore members only interviewed Juan Gonzalez. The same motion was made for a sole endorsement for Juan Gonzalez to receive the SEIU 521 Endorsement for the Kern County Employees’ Retirement Association Special Election 2017 for the General Member Seat and up to $5,000 toward the campaign. The Kern County Employees’ Retirement Association (KCERA) is a multi-employer, defined benefit pension plan in Kern County, California, governed by the County Employees’ Retirement Law of 1937 (CERL) and subject to the requirements of the Public Employees’ Pension Reform Act of 2013 (PEPRA). KCERA is considered a “governmental plan,” as defined in Section 414(d) of the Internal Revenue Code. KCERA administers service retirements, disability retirements and survivorship benefits on behalf of nearly 18,000 active, deferred and retired members and their beneficiaries. The plan provides lifetime retirement benefits to members who meet the minimum age and service credit requirements. After a retired member dies, an eligible beneficiary may be entitled to a lifetime continuance of the benefit. ABOUT THE KCERA BOARD The KCERA Board of Retirement is a nine-member board with two alternates. The Board consists of the Kern County Treasurer-Tax Collector; four members who are appointed by the Kern County Board of Supervisors; and four members who are elected by the KCERA membership: two general, one safety and one retired. Safety and retired members also elect one alternate each. Except for the Treasurer-Tax Collector, all Board members serve a three-year term with no limit on the number of terms that can be served.

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Responsibilities of the Board The Board of Retirement is the exclusive governing and policy-making body of KCERA. Its primary mandate, as directed by law, is to provide KCERA members with the retirement benefits promised by their employers (i.e., KCERA’s plan sponsors). Guided by this directive, the Board performs numerous functions, such as setting policy for the efficient operation of KCERA; controlling the investment of pension assets; selecting external professional service providers; hiring executive staff to lead KCERA; ruling on disability retirement applications; authorizing the disbursement of funds; adopting contribution rates and actuarial assumptions; and administering retirement benefits effectively and lawfully. Fiduciary Obligations Board members are considered fiduciaries, or trustees. As fiduciaries, they are to “discharge their duties solely in the interest of, and for the exclusive purposes of, providing benefits to participants and their beneficiaries ….” Furthermore, trustees must act “with the care, skill, prudence and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with these matters would use in the conduct of an enterprise of a like character and with like aims.” [California Government Code Section 31595] Motion: To approve a sole endorsement for Juan Gonzalez for the Kern County Employees’ Retirement Association Special Election 2017 for the General Member Seat and up to $5,000 toward the campaign. This money will come from the Independent Expenditure Account. Follow Up:

Moved by:_ _______________________ __ Second :__ ___________________________

Amendment:______________________________________________________________

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

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

____________________________________________

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* Motion Letter: C Date: May 23, 2017

Motion Title: Honorary Associate Membership Monthly Applications – Consent Agenda

The Following Persons have asked to be Honorary Associate Member(s) of SEIU Local 521 during the current or previous month. Their names have been placed on this CONSENT AGENDA for approval without discussion. If you wish to discuss a person’s membership approval, pull their name from the CONSENT AGENDA – NO Motion is required to remove a person from the Consent Agenda. Persons requesting Honorary Associate Membership with SEIU Local 521 during the current or previous month:

C/1 – David W. Poeschel – we have no further information beyond the application – (pages 43-44)

C/2 – Raquel Garcia – we have no further information beyond the application – (pages 45-46)

C/3 – Maria Luisa Gutierrez – we have no further information beyond the application – (pages 47-48)

Bylaws 5.02 Honorary Associate: If a union supporter wishes to become an Honorary Associate Member of SEIU Local 521, s/he may apply for Honorary Associate Membership with SEIU Local 521 at any time so long as they or their position do not create a conflict of interest for the Local. The Local Officers shall approve or deny the application and may withdraw approval at any time for any valid reason. An Honorary Associate Member may NOT vote in any Local 521 election, or hold any office within the Local. They may NOT participate in any internal union decisions or activities. They may only participate where the committees/activities/events are directed toward community/political outreach or are social/recreational in nature. When approved by the Executive Board they may be appointed to represent the Union at Central Labor Councils and other Community Groups. The dues for an Honorary Associate Member shall be $5.21 per month.

* Motion C: To approve as presented ALL Requests for Honorary

Associate Membership with SEIU Local 521 of persons listed above

EXCEPT those whose membership requests have been pulled and listed below for individual discussion and either approval or denial:

Follow Up:

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Moved by:__________________________ __ Second :____________________________

Pulled:______________________________________________________________

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


Signatures

____________________________________________

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SEIU Local 521 Officers’ Motion

Motion Letter: C/1 Date: May 23, 2017 Motion Title: Honorary Associate Membership Monthly Application of David W. Poeschel Recommended By: Personal Request for Honorary Associate Membership Background: There is no additional information on David W.Poeschel Bylaws 5.02 Honorary Associate: If a union supporter wishes to become an Honorary Associate Member of SEIU Local 521, s/he may apply for Honorary Associate Membership with SEIU Local 521 at any time so long as they or their position do not create a conflict of interest for the Local. The Local Officers shall approve or deny the application and may withdraw approval at any time for any valid reason. An Honorary Associate Member may NOT vote in any Local 521 election, or hold any office within the Local. They may NOT participate in any internal union decisions or activities. They may only participate where the committees/activities/events are directed toward community/political outreach or are social/recreational in nature. When approved by the Executive Board they may be appointed to represent the Union at Central Labor Councils and other Community Groups. The dues for an Honorary Associate Member shall be $5.21 per month. Motion: To approve Honorary Associate Membership status for David W.Poeschel. Follow Up:

Moved by:___________________________ __ Second :___________________________

Amendment:______________________________________________________________

Amended By:______________________________________________________________ Votes in Favor:__________ Votes Opposed:_______ Abstentions:_______


Signatures

____________________________________________

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Motion Letter: C/2 Date: May 23, 2017 Motion Title: Honorary Associate Membership Monthly Application of Raquel Garcia Recommended By: Personal Request for Honorary Associate Membership Background: There is no additional information on Raquel Garcia Bylaws 5.02 Honorary Associate: If a union supporter wishes to become an Honorary Associate Member of SEIU Local 521, s/he may apply for Honorary Associate Membership with SEIU Local 521 at any time so long as they or their position do not create a conflict of interest for the Local. The Local Officers shall approve or deny the application and may withdraw approval at any time for any valid reason. An Honorary Associate Member may NOT vote in any Local 521 election, or hold any office within the Local. They may NOT participate in any internal union decisions or activities. They may only participate where the committees/activities/events are directed toward community/political outreach or are social/recreational in nature. When approved by the Executive Board they may be appointed to represent the Union at Central Labor Councils and other Community Groups. The dues for an Honorary Associate Member shall be $5.21 per month. Motion: To approve Honorary Associate Membership status for Raquel Garcia. Follow Up:

Moved by:___________________________ __ Second :___________________________

Amendment:______________________________________________________________



Signatures

____________________________________________

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Motion Letter: C/3 Date: May 23, 2017 Motion Title: Honorary Associate Membership Monthly Application of Maria Luisa Gutierrez Recommended By: Personal Request for Honorary Associate Membership Background: There is no additional information on Maria Luisa Gutierrez Bylaws 5.02 Honorary Associate: If a union supporter wishes to become an Honorary Associate Member of SEIU Local 521, s/he may apply for Honorary Associate Membership with SEIU Local 521 at any time so long as they or their position do not create a conflict of interest for the Local. The Local Officers shall approve or deny the application and may withdraw approval at any time for any valid reason. An Honorary Associate Member may NOT vote in any Local 521 election, or hold any office within the Local. They may NOT participate in any internal union decisions or activities. They may only participate where the committees/activities/events are directed toward community/political outreach or are social/recreational in nature. When approved by the Executive Board they may be appointed to represent the Union at Central Labor Councils and other Community Groups. The dues for an Honorary Associate Member shall be $5.21 per month. Motion: To approve Honorary Associate Membership status for Maria Luisa Gutierrez. Follow Up:

Moved by:___________________________ __ Second :___________________________

Amendment:______________________________________________________________



Signatures

____________________________________________

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SEIU Local 521 Officers’ Meeting Motion Motion Letter: D Date: May 23, 2017 Motion Title: Concurrence of Additional Appointments to the Scholarship SEIU Local 521 Executive Board Committees as follows: Recommended By: Gwyn Harshaw, Local 521 President Background: In the March 2016 Executive Board Motion concurring the President’s appointments of Members to the various Executive Board Committees, authorization was given to add additional Officers, Delegates, and members to the Committees at a later time if necessary. Because of the large number of scholarship applications and that there are only three members appointed to the Scholarship Committee, it is felt that additional members are needed to help with the work of the Scholarship Committee. The President has appointed, and Mullissa Willette has agreed to serve on the Scholarship Committee. Are there other volunteers:

____________________________, _______________________. Motion: To concur with the appointments of the President to the Scholarship Committee as listed above. Follow Up:

Moved by:___________________________ __ Second :___________________________

Amendment:______________________________________________________________


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

____________________________________________

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Motion Number: E Date: May 23, 2017

Motion Title: Update: Finalized Scheduling Timeline Dates for the SEIU Local 521 Convention

Recommended By: Riko Mendez, Chief Elected Officer

Background: The next SEIU Local 521 Convention is just around the corner. It is scheduled to take place in San Jose – October 13-15, 2017. There will be the required election process for Delegates to attend the Convention. The Local 521 Bylaws set out that process. It is time for the Election Committee for the election process to be appointed. In compliance with the Local Bylaws volunteers who will not seek Delegate status for the Convention are, herein, requested for appointment by the Local President or designee with concurrence by the Officers.

*** The timeline for the election – convention ** 1. June 1 to June 30, 2017 Notice of Election 2. July 1 to 31, 2017 Nomination Period; Verification of delegates/

and candidate statements 3. August 1 to 31, 2017 Voting Period 4. September 1, to 30, 2017 Seat delegates; Information to delegate 5. October 13 - 15, 2017 Proposed date for convention

Motion: To approve the finalized scheduling timeline dates for the 2017 Conference dates as above.

Follow Up:

Moved by:___________________________ __ Second :___________________________

Amendment:______________________________________________________________



Signatures

____________________________________________

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Bank Balance as of 3/31/17 364,682.54$

Outstanding Deposits: None

Outstanding Motions:

Katherine O'Malley for San Mateo SAMCERA Trustee 1.24.17-B7 4,749.75

Elect Rosaena Sanchez for Supervisor 2016 4.26.16-B14 5,000.00

Natalie Kwan-Lloyd for San Mateo SAMCERA 5.26.16-B6 5,000.00

Predictive Dialer Voter ID Campaign 8.23.16-B8 10,000.00

Ryan Nance for Bakersfield City Council 4.25.14-B1 8,500.00

Available Funds - PACE 175.00

Available Funds - PAC 331,257.79

-


Outstanding Deposits: Mar, Apr 7,525.88


Stop Palo Alto from Contracting out Animal Services 1.24.17-B2 5,000.00

Kern County Negotiations 3.25.17-B1 25,000.00

Tulare County Negotiations 3.25.17-B1 10,000.00



(0.00)


Outstanding Deposits: Mar, Apr 8,319.88


Rob Bonta 3.22.16-B10 1,000.00

Anthony Rendon 3.22.16-B10 2,500.00

Bob Wieskoski 3.22.16-B10 1,500.00

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

Alex Padilla for Secretary of State 3.22.16-B9 1,000.00

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

Kevin De Leon 3.22.16-B10 2,500.00

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

Regional Specific Slate Mailers 7.26.16-B3 9,433.80

DAWN Event 8.23.16-B1 375.00

Lucas Ramirez 10.7.16-Email 250.00

Gary Panett 10.7.16-Email 500.00

Susanne Gundy 10.7.16-Email 500.00

Suzanne Aguilera-Marrero 10.7.16-Email 500.00

Cindy Chavez for Supervisor 2013 1.24.17-B3 1,000.00

Ken Yeager for Santa Clara County Supervisor 1.24.17-B4 500.00

Neighbors for Anthony Phan 2016 Milpitas City Council 1.24.17-B5 250.00

South Bay Labor Council Bowling Event 2.28.17-B4 2,500.00

South Bay Labor Council Honda Dinner 2.28.17-B5 750.00

South Bay Labor Council Honda Dinner 2.28.17-B6 600.00

People's Democratic Club of Santa Cruz County 3.25.17-B2 180.00

Monterey Bay CLC Awards Dinner 3.25.17-B3 3,000.00

Monterey Bay CLC Labor Day Picnic 3.25.17-B4 300.00

Monterey Bay CLC Awards Dinner 4.25.17-B6 600.00

Jefferson/Jackson Dinner 4.25.17-B2 500.00

Marc Berman campaign debt 4.25.17-B3 1,500.00

Ryan Nance for Bakersfield City Council 4.25.17-B4 1,500.00

Monterey Bay CLC Awards Dinner 4.25.14-B6 600.00



Available Funds - RETIREE 14,906.00

0.00

SEIU Local 521

PACE and PAC

as of April 30, 2017

Issues

Candidates

Independent Expenditures

N:\Finance\Monthend\2017\0417\PAC & PACE 0417.xlsxApr 1 of 1

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