OFFICERS’ MEETING AGENDA - SEIU 521€¦ · 26/07/2016 · OFFICERS’ MEETING AGENDA July 26, 2016, Start Time: 6:00pm 6:00pm – 6:15pm Call to Order – Gwyn Harshaw, President

OFFICERS’ MEETING AGENDA

July 26, 2016, 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.

6:15am Responses to Last Officers’ Meeting Open Forum Issues 1. None

6:15pm Roll Call - quorum determined

Announcements 1.

Reports Consent Agendas/Related Motions and Information: 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 Executive Board Meeting Minutes – May 24, 2016 – (pages 5-10) 2. 6/23/16 - Officers’ Executive Session (video and teleconference) Approved – Authorize an

additional up to $15,000 for a staff issue. 3. 7/7/16 – Officers Email Poll – Approved – Authorized a contract with a consultant for up to

$5,000 plus travel and lodging to assist us with a strategy to win on healthcare for our Central Valley workers. *Needs Discussion about line item from which money will come.

4. 7/18 - 22/16 – Approved – Executive Board Email Poll – Approval – Authorization of the Interim CEO Compensation Package

5. Budget & Finance Committee Report of July 20, 2016 with May 2016 Financials – (pages 11- 36) 4. Good & Welfare Committee Expenditures Report for June & July 2016 – None approved; one

request denied. 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 EBd: They may be pulled for discussion if desired.

1. Officers’ Reports 1st Vice President Report – (none)

2. PAC/PACE Totals Report – (pages 37-38) 3. Trustee Report – (none) 4. Organizing Report – (none) 5. Correspondence – (none)

Political Report: Brian O’Neill

Motion B – B/5 – Political Consent Agenda: – (pages 39-50)

Items Pulled from the Political Consent Agenda or Reports Consent Agenda 1. Pulled Items from the Consent Agenda or the Report Consent Agenda 2. Other Oral Reports

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New Business: 1. Motion C – Approve a Settlement Agreement with a Service Fee Payer - (pages 51-52)

Unfinished Business: Transformation Committee Update and Next Steps to meet Short Term Goals –

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

Chief Elected Officer’s Report: Kristy Sermersheim, Chief Elected Officer Morgan Hill Unified School District Decert – Mary Grillo 4C’s Update on their Strike – Kristy Sermersheim Tuesday, July 12th, our Attorney, Kerianne Steele, reported that we have won a lawsuit

awarding our Tulare County workers at least $4,000,000 in back pay.

Informational Items: 1. The Local has spent $18,000 with two separate consultants/attorneys to assist in

defense for the Lum Li lawsuit. This money will be taken out of the $50,000 that was set aside by the Officers January 21, 2015. We will still demand Ullico to reimburse us.

2. Vacant Staff Positions

Adjournment KMS:Kns SEIU521/CTW-CLC

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KMS:kns SEIU 521 CTW/CLC

SEIU Local 521 Officers’ Meeting Motion

* Motion Letter: A Date: July 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 May 24, 2016 - (pages 5-10) 2. 6/23/16 - Officers’ Executive Session (video and teleconference) Approved –

Authorize an additional up to $15,000 for a staff issue. 3. 7/7/16 – Officers Email Poll – Approved – Authorized a contract with a consultant for up

to $5,000 plus travel and lodging to assist us with a strategy to win on healthcare for our Central Valley workers. * Needs Discussion – Motion stated money will come from contingencies because we did not find the contractors line item. It will actually be taken from the Contractor line item - # 30

4. 7/18 - 22/16 – Approved – Executive Board Email Poll – Approval – Authorization of the Interim CEO Compensation Package. Voting yes: Alicia Rizo, Gary Linsner, Rosie Kidwell, Connie Chew, Sonja Bennett, RoseAnn Dominguez, Mullissa Willette, Camella Di Sopa, Tammy Dhanota/Ethan Winston (alt.), Trina Moehring, Javier Sanchez, Via Cooper-Whigham, Hector San Roman, Rachel Subega, Matt Nathanson, and Jane Christmann. Voting no: none

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

July 20, 2016 Meeting – The Committee reviewed the May 2016 Financials and 2016 Budgets. - (pages 11-32)

B&F Item 1 – Approved - The May 2016 Financial Documents B&F Item 2 – Approved – Authorize a Settlement Agreement with

a Service Fee Payer of up to $7,500. Tabled - Discussion on Local Investment Plan. Tabled – Wording for the Member Reimbursement Policy and

Lost Time Policy to allow Lost Timers to choose Reimbursement for Expenses including childcare or Lost Time wages as payment for Lost Time work.

Tabled update on rental car insurance. Report on the 4C’s Lawsuit won awarding our Tulare County workers at least

$4,000,000 in back pay. Reported: the Local spent $18,000 with two separate consultants/

attorneys to assist in defense for the Lum Li lawsuit. Money will be taken from the $50,000 set aside for this lawsuit.

Two laid off workers were reinstated. Kristy reported on our lease agreement with SEIU 2015.

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Signed Motions - (pages 33-36)

6. Good and Welfare Committee Report – donations in June and July 2016: None approved; one request denied. 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

Motion A

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Minutes May 26, 2016 – Officers’ Meeting Call to Order: by 1st Vice President Alysia Bonner at 6:00pm. Officers Roll Call in Attendance on Video Conference or Teleconference: Gwyn Harshaw President Alysia Bonner First VP RoseAnn Dominguez Treasurer Vacant Secretary Luisa Blue CEO

Hector San Ramon Region 1 VP Matt Nathanson Region 2 VP Jennifer Jensen Region 4 VP Sonja Bennett Region 5 VP

Officers Absent:

Executive Board also in attendance on Video Conference or Teleconference: Trina Moehring San Jose Marie Kidwell Bakersfield

Arvelia Cooper-Wigham Fresno

Local 521 Trustees on Video Conference or Teleconference: Lesbia Reclosado San Jose Darlynn Qualls Fresno Local 521 Staff on Video Conference or Teleconference: Catherine Balbas Fresno Karen Summers San Jose

Debbie Pate Bakersfield Brian O’Neill San Jose

Local 521 Members in Attendance: None Guests: Mary Guillo 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 6:00pm. Announcements: 1. Executive Session at the end of the meeting.

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Report on the Spring Surge Blitz: Alysia Bonner Everyone worked hard building relationships. Conversations are important. Members are taking purple stuff in Region 4 which is impressive because for the last 2 or 3 years members wouldn’t take anything. There were 2,456 touches recorded. 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. Approval of the Minutes for the Officers’ Meeting April 20, 2016 2. 5/6/16 Officers Email Poll on a staff issue – vote unanimous – passed. 3. 5/14-15/16 – two Officers Email Polls: Motion A – To approve up to $900 to

pay for travel for Laura Basua to attend the meeting of elected pension board trustees and local leaders in Detroit on May 20th. Motion B – Approval of a staff issue – to allow an additional 5 days of Emergency Cash for an OPEIU employee. The unanimous vote on both motions was: yes – RoseAnn Dominguez, Hector San Ramon, Matt Nathanson, Jennifer Jensen, Alysia Bonner, and Sonja Bennett. Gwyn Harshaw usually doesn’t vote; Luisa Blue never votes.

4. 5/18/16 Executive Session of the Officers Motion C was tentatively approved.

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

May 18, 2016 Meeting – The Committee reviewed the March 2016 Financials and 2016 Budgets.

B&F Item 1 – Approved - The March 2016 Financial Documents Signed Motions

6. Good and Welfare Committee Report – donations in April and May 2016: None. Please submit all Good & Welfare requests to both RoseAnn

Dominguez and Karen Summers. Moved; seconded; passed as presented. Written Reports & Correspondence Requiring no Action by the Officers Officers’ Reports 1st Vice President Report – none.

PAC/PACE Totals Report – in packet Trustee Report – none Organizing Report on Child Care – Llidira Baez Newly Elected Officers for San Jose/San Mateo APALA Caucus Correspondence – none Political Consent Agenda Approval/Confirmation

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All Political Motions were approved as presented without discussion on the Motion B Political Consent Agenda. No motions were pulled.

Motion B – Political Consent Agenda Approval/Confirmation Motion: To approve/confirm as presented without discussion the following Motions: Motions B - B/7 Moved; seconded; passed as presented.

Motion B/1 – Political Slate Mailer to Membership. Motion: To spend up to $25,000 from the Independent Expenditure PAC to design, print, and post large format post cards to our members in all 5 regions of the local. Moved; seconded; passed as presented. Motion B/2 – Endorse Jaime De La Cruz for San Benito County District 5 Supervisor. Motion: To Endorse Jaime De La Cruz for San Benito County District 5 Supervisor. Moved; seconded; passed as presented.

Motion B/3 – Endorse Mark Medina for San Benito County District 1 Supervisor. Motion: To Endorse Mark Medina for San Benito County District 1 Supervisor. Moved; seconded; passed as presented. Motion B/4 – Approve the following Resolution that endorses Retirement Security for All. Motion: SEIU 521 approve and support the following Resolution – Retirement Security for All and send this resolution to Governor Edmund G. Brown, Lieutenant Governor Gavin Newsom, Senate Pro Tem Kevin de Leon, Speaker of the Assembly Anthony Rendon, and California Democratic members of Congress, the State Senate, and the State Assembly. Moved; seconded; passed as presented. Motion B/5 – Endorsement of Measure AA for a Clean and Healthy Bay. Motion: SEIU 521 to endorse Measure AA for a Clean and Healthy Bay. Moved; seconded; passed as presented. Motion B/6 – Endorse for SAMCERA trustee, Natalie Kwan-Lloyd for a Third Term. Motion: To endorse Natalie Kwan-Lloyd for San Mateo SAMCERA trustee and allocate $5,000 for flyers, phone banking, robo-calls, and possible mailer to come out a political account determined later. Moved; seconded; passed as presented. Motion B/7 – Contribution from Candidates PAC for Santa Cruz Progressive Door Hanger. Motion: To contribute $1,000 from the Candidate PAC to the Progressive Coalition of Santa Cruz County to pay for a GOTV door hanger. Moved; seconded; passed as presented.

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Political Report: None Items Pulled from the Consent Agendas for Discussion - none and other oral reports:

Matt Nathanson gave an update on the MAOF Strike. The strike was 7 days out. It shut down 80% of the child care center – shutting down all but one. There is a possibility of a reopener with the State Budget. Matt and some of the strikes disrupted an event of management in Los Angeles. These workers stood up for themselves.

Unfinished Business – Update on the Transformation Committee: Nothing more to report other than the Committee is working on their recommendations for the Executive Board meeting on June 25, 2016. New Business –

1. Luisa Blue – Results of the SEIU International Election of Officers – Announcement & Discussion Who won – there was no opposition slate to Mary Kay’s slate. So Luisa was elected

as one of the Executive V. Presidents of the International Union. Effect of the SEIU International Election on SEIU Local 521 – Discussions of

Actions to be taken by the Executive Board at its June 25th Meeting. Luisa’s Resignation at the June 25th Meeting Declaration that the CEO position is vacant – Motion to be approved by the

EBd at the June 25th Meeting. What does “Special Election” for the CEO mean? (Article X Section 16 last

paragraph) Per Legal Counsel it means a Local Wide Election of the Membership.

Set a future date (of up to 7 months) for a “Special Election” of the CEO – Motion to be approved by the EBd at the June 25th Meeting.

2. Motion C – Plan for the Replacement of the Chief Elected Officer – approved 5/18/16 at the Officers Executive Session. Discussion on the election period for the Special Election of CEO. It was decided that the Executive Board be given two options for the timeline for the Special Election. One as in motion C with an election period being in November 2016 and the second with the election period being in January 2017 (the 2nd, 3rd, or 4th week).

President’s Report:

Gwyn was on the stage when Hillary came and addressed the delegates. Every picture of her she was smiling She enjoyed the Convention. She also attended the Shannon Grove Anti-Union Bills hearing. It was a unique experience. All California SEIU Unions were represented and were united against the bills. In the end we won by a landslide (2 to 7). She also reported that she worked hard on the Spring Surge Campaign.

Chief Elected Officer’s Report: Luisa Blue

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SEIU International Convention was May 22-24 – Our delegation arrived early and attended many pre-meetings. It was great!! Luisa had many of the delegates share their experiences. There were 15 resolutions adopted. Unit 2 Decert: Fresno County Correctional Officers. We have been fighting for 4 years – hopefully this will be the last fight. We tried to do a unit change but it was not allowed. This is a mail ballot 5/18-6/16/16 with vote count on 6/20. Pearson reported that Fresno County has hired 65 more correctional officers. There are 900 members in the Unit. Only 300 are for the union. We need a low participation and we must get our votes out. Morgan Hill Unified School District potential Decert Mary Grillo was introduced and reported that a decert petition had been filed, but was not accepted because it was late. If we do not close the contract by June 30th chances are we will have a decert. The former and current Chair and at least one member of the negotiation team are pushing for a decert if there is no agreement. The employer is making access very difficult. A ULP has been filed for management threatening to cut off access to members. School ends on June 3, 2016 and the first bargaining date is June 10th.

Informational Items: AFRAM Juneteenth Festival is June 4th from 11-3pm

The Quarterly Audit is June 4th in the San Jose Office. Ming sent the entire audit schedule for the year to the Budget & Finance Committee and the Trustees.

Adjournment: The meeting was adjourned to Executive Session at 8:10pm.

LB: kns SEIU 521 CTW/CLC

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THIS SHEET IS INTENTIONALLY LEFT BLANK

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Final , approved 2/2016 version 1.5

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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

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SEIU Local 521

2016 Budget FINAL approved 2/2016 version 1.5

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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

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6 mos.with FP Budget 6 mos. with abood70

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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


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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


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Total Transfers 48,000

TOTAL INCOME LESS EXPENSES & TRANSFERS (1,892,058)

Saving accounts / reservedpersonal related


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SEIU Local 521

Bank Balance on Saving and Investment accounts

as of May 31st, 2016

DOCUMENT # 1

DISCRETIONARY SAVINGS

ITEMS GL# ACCOUNT NAME Bank

ENDING BALANCE as of

4/30/2016 +/- reason

ENDING BALANCE as of

5/31/2016

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

2 1006 STRIKE FUND Bank of The West #18978 62,508.98 864,258.98

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

4 1006 STRIKE FUND Bank of The West 700,000.00 700,000.00

5 1016 LEGAL DEFENSE FUND Bank of The West # 28691 123,539.11 Accrued $0.15 per month per capita 136,664.61

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 2,632.15 2,632.15

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 67,361.63 Accrued $5,000 per month 72,361.63

10 1019 BUILDING FUND Bank of The West # 28733 115,480.33 Acc $4k per mon, 119,480.33

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 2,636,941.27$ 2,660,816.77$

POLITICAL - PAC money

12 PAC - Candidates US Bank - Olson 113,405.85 Olson Statement Reconciled as of 4/30/2016 119,350.35

13 PAC - Issues US Bank - Olson 98,040.44 Olson Statement Reconciled as of 4/30/2016 102,059.94

14 PAC - Independent Expenditure US Bank - Olson 464,068.32 Olson Statement Reconciled as of 4/30/2016 434,068.32

675,514.61$ 655,478.61$

MANDATORY SAVINGS

15 1002 ORGANIZING FUND Bank of The West #18895 1,121,325.88 1,549,734.88

16 1002 ORGANIZING FUND Bank of The West - T- Bill Matures 5/31/16 1,500,000.00 798,000.00

17 1002 ORGANIZING FUND Monterey County Employee Credit Union 203,870.12 credit union saving account 203,870.12

18 1002 ORGANIZING FUND Acc Vac Bank of The West #33823 501,457.17 Accrued time off - adjust monthly to actual accrual 506,703.24

19 1003 AGENCY FEE Bank of The West #18960 301,875.06 $25,000 accrual monthly 326,875.06

3,628,528.23$ 3,385,183.30$

Unfunded Reserve and Liabilities

21 2150-10 RETIREE BENEFIT TRUST Unfunded Reserve 564.00 + $1 / month 565.00

22 2150-11 CLARENCE DODGE SCHOLARSHIPUnfunded Reserve 25,131.04 + $1250 / mon, scholarship sent for 2015 11,381.04

23 2400-00 Accrued Vacation for General Fund Liabilities 2,284,305.74 adjust monthly to actual accrual 2,306,798.35

2,310,000.78$ 2,318,744.39$

N:\Finance\Monthend\2016\bANKBALBOARD2016 0516 7/12/2016 6:52 PM

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A B C D E F G H I J K L

Jan Feb Mar Apr NOTES

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

TOTAL DUES RECEIPTS 2,172,533 2,449,502 2,303,314 2,547,692 1,971,595 2,349,777 378,182 11,584,479 11,822,818 238,339

OTHER INCOME

Interest & Dividends 3,960 - 2,760 75 831 5,163 4,332 4,153 11,958 7,805

Sublease Rent 5,323 5,823 5,823 5,823 5,450 5,823 373 27,250 28,615 1,365

Misc. Income - SEIU Int'l Subsidy - (1,903) 21,532 39 6,850 150 (6,700) 34,248 19,818 (14,430)

Escrow - Unrecognized FP <45 Days - - - - - (13,778) (13,778) - (13,778) (13,778)

TOTAL OTHER INCOME 9,283 3,920 30,115 5,937 13,131 (2,642) (15,773) 65,651 46,613 (19,038)

TOTAL GENERAL FUND INCOME 2,181,816 2,453,422 2,333,429 2,553,629 1,984,726 2,347,135 362,409 11,650,130 11,869,431 219,301

GENERAL FUND EXPENSES

ORGANIZING OFFSET 312,670 312,670 312,670 312,670 312,670 312,670 - 1,563,350 1,563,350 -

SALARIES

Administrative 36,662 36,661 37,638 56,660 37,260 38,676 (1,416) 204,929 206,297 (1,368)

Admin Support 33,698 33,483 33,632 49,991 33,465 34,013 (548) 184,056 184,817 (761)

Directors 73,981 75,175 77,553 117,472 84,248 75,016 9,232 463,364 419,197 44,167 SCCO position VACInternal Organizers/Research 316,462 312,362 314,580 484,248 331,050 315,929 15,121 1,820,775 1,743,581 77,194 vacant positionsClerical 69,107 76,488 77,379 116,640 81,223 74,252 6,971 446,728 413,866 32,862

Facilities 9,404 3,697 3,697 5,546 3,771 3,697 74 20,741 26,041 (5,300)

Data Base Services 23,281 22,961 22,961 34,499 23,831 22,961 870 131,071 126,663 4,408

Temp. Internal Organizers/Research 1,665 821 4,141 6,496 3,434 1,531 1,903 17,170 14,654 2,516

Temp. Clerical/Support - - - - 1,955 1,955 9,775 - 9,775

Cash out - vacation 8,340 7,931 5,966 10,734 9,460 6,581 2,879 47,302 39,553 7,749 actual cash out5% FTE Vacancy Rate - - - - (29,742) - (29,742) (163,583) - (163,583)

TOTAL SALARIES 572,600 569,579 577,547 882,286 579,955 572,656 7,299 3,182,328 3,174,669 7,659

PAYROLL RELATED

Pension 113,779 114,282 115,002 147,049 118,672 107,914 10,758 652,697 598,026 54,671

rate drop to 20%, reflected in April

Payroll Taxes 90,008 56,019 45,679 84,487 56,511 45,804 10,707 310,808 321,997 (11,189) it will catch through out the yearTravel Staff - Admin 2,006 2,363 1,858 3,517 4,296 4,806 (510) 21,479 14,550 6,929

Travel Staff - Internal Organizers 2,831 8,226 8,017 12,005 13,628 14,119 (491) 68,141 45,198 22,943

Mileage/Ins. Reimb.-Admin & Director 269 502 477 186 555 210 345 2,773 1,644 1,129

Mileage/Ins. Reimb.-Internal Organizers 12,726 13,148 14,366 18,704 14,149 8,809 5,340 70,743 67,753 2,990

Telephone Reimbursement 7,682 7,388 7,496 9,335 6,821 5,724 1,097 34,106 37,625 (3,519)

SEIU LOCAL 521Income Statement - Current and YTD

For the Five Months Ending Tuesday, May 31, 2016

May Y-T-D

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Retiree Health 11,358 11,584 11,384 11,600 13,555 11,384 2,171 67,777 57,310 10,467

Retire Benefit Trust Fund 1 1 1 1 - 1 (1) - 5 (5)

Benefits (Health,Dental,Vision,Life,401K,Flex Plan) 233,643 235,224 233,845 241,753 242,442 233,350 9,092 1,212,210 1,177,815 34,395

Workers Comp Insurance 13,544 13,544 - 31,816 12,244 15,908 (3,664) 61,220 74,812 (13,592) rate increase across the boardRecruiting 90 214 194 327 176 989 (813) 880 1,814 (934)

TOTAL PAYROLL RELATED 487,937 462,495 438,319 560,780 483,049 449,018 34,031 2,502,834 2,398,549 104,285

TOTAL SALARIES & PAYROLL RELATED 1,060,537 1,032,074 1,015,866 1,443,066 1,063,004 1,021,674 41,330 5,685,162 5,573,218 111,944

MISCELLANEOUS

Agency Fee 25,000 25,000 25,000 25,000 25,000 25,000 - 125,000 125,000 -

Capital Fund 5,000 5,000 5,000 5,000 5,000 5,000 - 25,000 25,000 -

Admin Exp paid to employers 392 612 466 600 510 459 51 2,550 2,529 21

Free Life Insurance to Members 319 319 316 316 298 317 (19) 1,488 1,587 (99)

Retiree allocation 2,251 1,371 586 866 942 1,260 (318) 4,712 6,334 (1,622) it will catch through out the yearDodge Scholarship 1,250 1,250 1,250 1,250 1,250 1,250 - 6,250 6,250 -

Computer Database Unionware 9,128 1,638 5,783 5,383 5,423 5,383 40 27,115 27,315 (200)

TOTAL MISCELLANEOUS 43,340 35,190 38,401 38,415 38,423 38,669 (246) 192,115 194,015 (1,900)

ARBITRATIONS & LEGAL

Arbitrations Fees & Legal Admin 2,660 9,931 13,068 11,560 16,237 7,984 8,253 81,186 45,203 35,983

Retainer 21,150 21,150 42,300 - 21,150 42,300 (21,150) 105,750 126,900 (21,150) Dec. 2015 paid in 2016Automatic Legal Defense Fund ($0.15 per cap/month) 3,862 3,862 3,862 3,862 4,053 3,263 790 20,264 18,711 1,553

TOTAL ARBITRATIONS & LEGAL 27,672 34,943 59,230 15,422 41,440 53,547 (12,107) 207,200 190,814 16,386

FACILITIES

Rent - San Jose 36,375 36,295 36,375 36,375 36,339 36,375 (36) 181,695 181,795 (100)

Rent - Redwood City 4,454 4,454 4,454 4,454 4,304 4,454 (150) 21,520 22,270 (750)

Rent - Santa Cruz & Watsonville 3,866 3,866 4,901 2,832 3,393 3,866 (473) 16,963 19,331 (2,368)

Rent - Hanford 550 550 550 550 550 550 - 2,750 2,750 -

Utilities 8,719 11,858 11,830 9,269 13,352 10,888 2,464 66,759 52,564 14,195

Kitchen Sundries 1,368 2,875 2,731 4,158 4,765 4,864 (99) 23,825 15,996 7,829

General Liability Insurance & Property Tax 16,483 16,204 2,917 11,716 13,105 20,652 (7,547) 65,523 67,972 (2,449) rate increaseBuilding Maintenance/Security/Janitorial 17,848 15,952 13,222 8,331 12,916 9,057 3,859 64,582 64,410 172

TOTAL FACILITIES 89,663 92,054 76,980 77,685 88,724 90,706 (1,982) 443,617 427,088 16,529

ADMINISTRATIVE - OFFICES


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Audit/Acct. Fees 2,614 7,993 3,359 11,945 11,549 2,280 9,269 57,746 28,191 29,555

Subscriptions 23 466 24 132 171 23 148 856 668 188

Office Sundries 51 3,577 5,848 5,153 4,961 2,829 2,132 24,805 17,458 7,347

Office Equipment Leases 11,043 14,541 11,387 18,354 14,655 14,234 421 73,274 69,559 3,715

Equipment Maintenance & Repair Contracts 1,262 739 5,972 2,769 6,724 1,136 5,588 33,618 11,878 21,740

Contributions 68 133 250 149 101 68 33 503 668 (165)

Research Material & Data / Tele Townhall 199 199 199 199 199 199 - 995 995 -

TOTAL ADMIN - OFFICES 15,260 27,648 27,039 38,701 38,360 20,769 17,591 191,797 129,417 62,380

INFORMATION TECHNOLOGY

Supplies 333 1,864 - 4,577 2,200 1,360 840 11,000 8,134 2,866

Internet 10,466 10,392 73 10,466 10,468 10,635 (167) 52,340 42,032 10,308

Subscriptions 997 199 - - 2,403 - 2,403 12,013 1,196 10,817

TOTAL INFORMATION TECHNOLOGY 11,796 12,455 73 15,043 15,071 11,995 3,076 75,353 51,362 23,991

COMMUNICATIONS

Printing 1,899 1,975 897 2,377 1,398 867 531 6,988 8,015 (1,027)

Paper 417 2,495 2,206 4,727 2,330 1,372 958 11,648 11,217 431

Website/Station/Communication - 1 - - 464 - 464 2,322 1 2,321

Telephone & Internet 6,844 7,203 16,032 7,963 5,714 6,630 (916) 28,570 44,672 (16,102) reclass with line 91 in AprilPostage 5,745 1,485 7,146 12,812 4,953 842 4,111 24,763 28,030 (3,267) rebate refund check monthlyProfessional Fees/Translations 98 150 - 1,760 106 219 (113) 532 2,227 (1,695)

TOTAL COMMUNICATIONS 15,003 13,309 26,281 29,639 14,965 9,930 5,035 74,823 94,162 (19,339)

STAFF MEETING & TRAINING

Staff/Director Training 555 1,004 700 1,077 917 1,230 (313) 4,583 4,566 17

Staff - Representation & Political & Communication 5,098 5,576 5,100 9,041 7,222 14,256 (7,034) 36,108 39,071 (2,963)

Clerical Staff - - 117 - 83 - 83 417 117 300

Executive Staff - - - - - - -

Tuition Reimbursement - CWA - - - - 125 - 125 625 - 625

Tuition Reimbursement - OPEIU - - - - 125 - 125 625 - 625

TOTAL STAFF MEETING & TRAINING 5,653 6,580 5,917 10,118 8,472 15,486 (7,014) 42,358 43,754 (1,396)

EDUCATION & TRAINING

Steward & Chief Steward Training 235 559 436 1,465 417 269 148 2,083 2,964 (881)

Executive Board - - - - 167 144 23 833 144 689

Education & Training Committee Meeting & Materials - - - - 792 - 792 3,958 - 3,958


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Industry Training Events 17 - 77 44 417 - 417 2,083 138 1,945

TOTAL EDUCATION & TRAINING 252 559 513 1,509 1,793 413 1,380 8,957 3,246 5,711

POLITICAL/SOCIAL INVOLVEMENT

Candidates Account ($0.25 per Member per Month) 7,233 7,642 7,646 7,764 8,443 7,689 754 42,217 37,974 4,243

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

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

Legal 778 1,242 1,454 - 1,058 3,701 (2,643) 5,291 7,175 (1,884)

Committee Meetings 560 297 882 1,083 788 995 (207) 3,938 3,817 121

Conferences - - - - 66 - 66 330 - 330

Electoral Staff/Activity - - - - - - - - -

Polls & Surveys - - - - 17 - 17 83 - 83

Special Printing - - - - 42 - 42 208 - 208

Subscriptions - - - - 8 - 8 42 - 42

TOTAL POLITICAL/SOCIAL INVOLVEMENT 8,571 9,181 9,982 8,847 10,422 12,385 (1,963) 52,109 48,966 3,143

SOCIAL & ECONOMIC JUSTICE

Committee Meetings 128 118 77 1,089 879 135 744 4,393 1,547 2,846

Conferences - - - - 208 - 208 1,042 - 1,042

Contributions/Solidarity - 195 - 550 94 - 94 470 745 (275)

Caucus Activities 2,098 3,583 1,745 2,269 3,792 2,662 1,130 18,958 12,357 6,601

TOTAL SOCIAL & ECONOMIC JUSTICE 2,226 3,896 1,822 3,908 4,973 2,797 2,176 24,863 14,649 10,214

MEMBER INVOLVEMENT

Memorabilia/Give Away/Member Pride - 438 - 9,614 1,667 8,418 (6,751) 8,333 18,470 (10,137) SURGE spendingAwards/Recognition - - - - 42 - 42 208 - 208

Planning & Event Prep - - - - - - -

Ex Board/Advisory Board Reimbursement - - - - 83 - 83 417 - 417

Rally Rental & Bus - - 237 - 42 - 42 208 237 (29)

Member Reimbursement/Lost time 43 502 237 212 417 - 417 2,083 994 1,089

Transportation & Vehicle 892 1,659 61 3,809 1,250 9,250 (8,000) 6,250 15,671 (9,421) SURGE spendingTOTAL MEMBER INVOLEMENT 935 2,599 535 13,635 3,501 17,668 (14,167) 17,499 35,372 (17,873)

NEGOTIATIONS

Printing Contracts - - - 659 5,000 (256) 5,256 25,000 403 24,597

Meetings & Supplies 1,422 2,026 1,154 2,504 5,000 1,761 3,239 25,000 8,867 16,133

Strike Preparations - - - - 42 - 42 208 - 208


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TOTAL NEGOTIATIONS 1,422 2,026 1,154 3,163 10,042 1,505 8,537 50,208 9,270 40,938

MEETINGS & EVENTS

Executive Board Meetings 454 1,604 648 1,160 1,250 4,589 (3,339) 6,250 8,455 (2,205)

Steward/Council Meetings 241 426 343 75 - 270 (270) - 1,355 (1,355)

Officer Election - 2015 719 - 152,391 - - - - 75,000 153,110 (78,110)

paid AAA balance per agreement, paid less in 2015

Int'l Convention & Delegate Election - - - 14,360 50,000 6,477 43,523 70,000 20,837 49,163

Industries & Members Conference - 236 - - 458 346 112 2,292 582 1,710

Miscellaneous - - - - - - - - - -

TOTAL MEETINGS & EVENTS 1,414 2,266 153,382 15,595 51,708 11,682 40,026 153,542 184,339 (30,797)

REPRESENTATIVE DUES

SEIU $7.65 ea 287,767 305,256 305,855 310,072 258,369 308,273 (49,904) 1,291,843 1,517,223 (225,380) more members than budgetSEIU Unity Fund $5.00ea 184,810 192,475 191,730 195,550 166,368 194,150 (27,782) 831,842 958,715 (126,873) more members than budgetSEIU Retirees $1.00ea 817 497 214 317 400 460 (60) 2,000 2,305 (305) more members than budgetSEIU State Council $2.53ea 94,445 100,053 100,275 101,721 85,447 101,049 (15,602) 427,237 497,543 (70,306) more members than budgetNurse Alliance $1.45ea 934 929 916 899 870 896 (26) 4,350 4,574 (224) more members than budgetSo Bay CLC $0.65ea 9,593 9,896 9,885 10,015 8,407 9,730 (1,323) 42,037 49,119 (7,082) more members than budgetSMCO CLC $0.70ea 1,819 1,837 1,830 1,894 1,805 1,908 (103) 9,023 9,288 (265)

Fresno CLC $0.45ea 2,213 2,820 2,877 2,839 2,926 2,903 23 14,632 13,652 980

Bakersfield CLC $0.25ea 2,095 2,173 2,177 2,198 1,639 2,174 (535) 8,194 10,817 (2,623)

Monterey & Santa Cruz LC $0.55ea 4,062 3,540 3,674 3,726 3,332 3,743 (411) 16,661 18,745 (2,084)

CA Labor Fed 25% X .47ea 883 936 943 951 794 946 (152) 3,968 4,659 (691)

North Valley CLC $.55ea 110 110 110 110 110 110 - 550 550 -

TOTAL REPRESENTATIVE DUES 589,548 620,522 620,486 630,292 530,467 626,342 (95,875) 2,652,337 3,087,190 (434,853)

TOTAL GENERAL FUND EXPENSES 2,185,962 2,207,972 2,350,331 2,657,708 2,234,035 2,248,238 14,203 11,435,290 11,650,211 (214,921)

TOTAL INCOME LESS TOTAL EXPENSES (4,146) 245,450 (16,902) (104,079) (249,309) 98,897 348,206 214,840 219,220 4,380

VOLUNTARY TRANSFERS

Building Funds 4,000 4,000 4,000 4,000 4,000 4,000 - 20,000 20,000 -

Strike Funds - - - -

TOTAL VOLUNTARY TRANSFERS 4,000 4,000 4,000 4,000 4,000 4,000 - 20,000 20,000 -

TOTAL INCOME LESS EXPENSES & TRANSFERS (8,146) 241,450 (20,902) (108,079) (253,309) 94,897 348,206 194,840 199,220 4,380



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DOC #3

Jan Feb Mar AprActual Actual Actual Actual Budget Actual Better/(Worse) Budget Actual Better/(Worse)

BUDGET FROM GENERAL FUND 312,670 312,670 312,670 312,670 312,670 312,670 - 1,563,350 1,563,350 -

EXPENSESLegal - Org 2,350 2,350 4,700 - 2,350 4,700 (2,350) 11,750 14,100 (2,350)

Salaries - Organizing 103,317 95,850 98,033 147,454 160,729 98,771 61,958 803,646 543,425 260,221

Salaries - Org / Intern / Lost Timer - - - - 4,167 - 4,167 20,833 - 20,833

Part Time Exp - Org 45,012 6,024 6,910 35,434 8,593 6,325 2,268 42,964 99,705 (56,741)

Workers Comp. Insurance Exp - Org 1,905 1,905 2,237 2,237 5,626 2,237 3,389 28,128 10,521 17,607

Payroll Tax Exp - Org 8,125 7,315 7,482 11,243 19,288 7,775 11,513 96,438 41,940 54,498

Employee Benefits Exp - Org 31,267 31,599 36,311 32,670 60,865 31,174 29,691 304,323 163,021 141,302

Pension Plan Exp - Org 19,542 20,119 16,710 29,050 33,753 19,421 14,332 168,765 104,842 63,923

401k Matching Exp - Org 2,575 2,341 2,398 3,596 4,080 2,502 1,578 20,398 13,412 6,986

Staff Recruiting Exp - Org 51 - - - 30 - 30 148 51 97

Vacation / Comp Time Exp - Org 3,121 - - - 371 3,091 (2,720) 1,857 6,212 (4,355)

Training Exp - Org - - - - 220 - 220 1,098 - 1,098

Mileage Reimbursement Exp - Org 815 2,631 1,820 979 1,447 2,695 (1,248) 7,233 8,940 (1,707)

Vehicle Exp - Org 5,163 1,997 2,859 878 4,285 1,946 2,339 21,423 12,843 8,580

Rent Exp - Org - - - - 2,500 - 2,500 12,500 - 12,500

Telephone Exp - Org 1,865 2,236 3,891 3,719 2,998 3,262 (264) 14,990 14,973 17

IT Supplies Exp - Org - 557 627 - 550 - 550 2,750 1,184 1,566

IT Supplies Exp VIS - Org 47 - - - - 610 (610) - 657 (657)

IT Subscriptions - Org - - - - 601 - 601 3,003 - 3,003

IT Internet Exp - Org 1,240 1,240 - - 1,240 1,240 - 6,200 3,720 2,480

Utilities Exp - Org 117 473 276 289 374 20 354 1,868 1,175 693

Equipment Leasing Exp - Org 434 486 586 486 505 486 19 2,524 2,478 46

Equipment Maintanence & Repair Exp - Org - - - - 95 89 6 475 89 386

Building Maintenance & Repair Exp - Org 3,088 1,532 2,038 1,383 926 1,696 (770) 4,630 9,737 (5,107)

Office Supplies Exp - Org 10 393 595 814 38 391 (353) 189 2,203 (2,014)

Lunchroom Supplies Exp - Org - 1,103 (266) 1,405 416 920 (504) 2,078 3,162 (1,084)

Paper Exp - Org 528 - - 291 128 - 128 641 819 (178)

Printing Exp - Org - - 19 - 116 48 68 578 67 511

Postage Exp - Org - - 134 - 2,066 - 2,066 10,328 134 10,194

Communication Cost Exp - Org - - - - 1,000 - 1,000 5,000 - 5,000

Translation Exp - Org - - - - 100 - 100 500 - 500

Computer Database Services Exp - Org - - - - 299 - 299 1,495 - 1,495

Referral Lead Exp - Org - - - - 200 - 200 1,000 - 1,000

Professional Fee Exp - Org - - - - 206 - 206 1,031 - 1,031

Subscriptions Exp - Org 23 23 193 24 38 23 15 191 286 (95)

Travel Exp - Org 21,289 35,270 41,294 22,228 29,706 38,647 (8,941) 148,530 158,728 (10,198)

Conference Exp - Org - 900 - - 159 - 159 796 900 (104)

Rally / Bus Rental Exp - Org - - - - 448 - 448 2,241 - 2,241

Memorabilia / Give Away Exp - Org - - - - 2,553 - 2,553 12,765 - 12,765

Meeting Exp - Org 67 261 326 1,372 826 543 283 4,130 2,569 1,561

Donation Exp - Org - - - - 625 - 625 3,125 - 3,125

SEIU Int'l Share Cost 0 - - - 42,277 - 42,277 211,385 - 211,385

TOTAL ORGANIZING EXPENSES 251,951 216,605 229,173 295,552 396,794 228,612 168,182 1,983,947 1,221,893 762,054

NET INCOME 60,719 96,065 83,497 17,118 (84,124) 84,058 168,182 (420,597) 341,457 762,054

May Y-T-D

SEIU LOCAL 521Organizing

Income StatementFor the Five Months Ending Tuesday, May 31, 2016

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SEIU Local 521Per Capita Analysis

DOC# 5

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A B C D E F G H I J RREGION 1

County Office B C Jan-16 Feb-16 Mar-16 Apr-16 May-16 AVERAGE

SCC SJC 12 M Achievekids 98 96 97 100 98 98

SCC SJC 12 A Achievekids - Agency - 1 1 - 2 1

SCC SJC 12 M American Red Cross Blood Services Northern California Region 36 35 35 - 36 28

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

SCC SJC 12 M Campbell Union High School District - 63 - 64 66 39

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

SCC RWC 26 M City of East Palo Alto 28 25 28 27 30 28

SCC RWC 26 A City of East Palo Alto - Agency 3 8 6 8 4 6

SMC RWC 26 M City of Menlo Park 101 100 106 105 105 103

SMC RWC 26 A City of Menlo Park - Agency 182 182 185 180 177 181

SCC RWC 26 M City of Mountain View 121 118 118 116 115 118

SCC RWC 26 A City of Mountain View - Agency 32 36 36 36 34 35

SCC RWC 26 M City of Palo Alto 376 368 381 405 403 387

SCC RWC 26 A City of Palo Alto - Agency 284 300 296 276 282 288

SMC RWC 26 M City of Redwood City 208 208 208 205 207 207

SMC RWC 26 A City of Redwood City - Agency 35 36 34 35 34 35

SMC RWC 26 M City of San Mateo 112 109 109 120 120 114

SMC RWC 26 A City of San Mateo - Agency 90 97 97 85 80 90

SCC RWC 26 M City of Sunnyvale 33 32 32 33 33 33

SCC RWC 26 A City of Sunnyvale - Agency 13 13 13 12 13 13

SCC SJC 26 M Community Solutions 162 161 157 159 - 128

SMC RWC 26 M County - San Mateo 943 942 950 984 965 957

SMC RWC 26 A County - San Mateo - Agency 590 610 623 647 696 633

SCC SJC 26 M County - Santa Clara 8,688 8,657 8,729 8,773 8,817 8,733

SCC SJC 26 A County - Santa Clara - Agency 822 817 815 818 863 827

SMC RWC 26 M Court - San Mateo County 140 137 138 137 134 137

SMC RWC 26 A Court - San Mateo County - Agency 38 43 44 45 48 44

SCC SJC 26 M Court - Santa Clara County 62 62 61 59 61 61

SCC SJC 26 A Court - Santa Clara County - Agency 6 - - - - 1

SCC SJC 12 M Cupertino Union School District 60 172 174 175 181 152

SCC SJC 12 A Cupertino Union School District - Agency 12 18 15 14 13 14

SCC SJC 26 M Gardner Family Care Corporation 129 132 129 128 132 130

SCC SJC 26 A Gardner Family Care Corporation - Agency 10 10 8 10 8 9

SCC SJC 24 M Hope Services 98 96 96 94 90 95

SCC SJC 24 A Hope Services - Agency 101 104 104 105 94 102

SCC SJC 26 M Housing Authority of the County of Santa Clara 50 50 50 49 49 50

SCC SJC 26 A Housing Authority of the County of Santa Clara - Agency 10 10 8 9 8 9

SCC SJC 26 M Humane Society of Silicon Valley 14 14 13 - 12 11

SCC SJC 26 A Humane Society of Silicon Valley - Agency 10 9 9 - 9 7

SCC SJC 24 M Law Foundation of Silicon Valley 54 54 52 52 50 52

SCC SJC 24 A Law Foundation of Silicon Valley - Agency 3 3 4 3 6 4

SCC SJC 26 M Momentum for Mental Health 239 239 238 245 237 240

SCC SJC 26 A Momentum for Mental Health - Agency 7 6 6 6 5 6

SCC SJC 12 M Morgan Hill Unified School District - 302 298 303 - 181

SCC SJC 12 A Morgan Hill Unified School District - Agency - 11 12 10 - 7

SCC SJC 12 M Orchard School District - - - 28 28 11

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

SMC RWC 12 M Peninsula Jewish Community Center 53 53 54 51 49 52

SCC SJC 26 M Rebekah Children's Services 75 80 80 82 80 79

SCC SJC 12 M San Andreas Regional Center 219 218 217 216 220 218

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

SCC SJC 12 M Santa Clara COE 758 787 811 806 823 797

SCC SJC 12 A Santa Clara COE - Agency 602 562 565 575 574 576

SCC SJC 26 M Santa Clara Valley Transportation Authority 255 251 253 254 252 253

SCC SJC 26 A Santa Clara Valley Transportation Authority - Agency 5 4 3 5 5 4

SCC SJC 24 M Starlight Community Services 58 53 52 50 - 43

REGION 2

SBC SNS 24 M Chamberlain's Children Center 49 42 - 42 41 35

MRY SNS 26 M CHISPA Housing Management Inc 33 33 33 32 31 32

MRY SNS 26 M City of Greenfield 13 14 13 13 13 13

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

SBC SNS 26 M City of Hollister 29 29 28 27 28 28

SBC SNS 26 A City of Hollister - Agency 5 5 6 6 4 5

MRY SNS 26 M City of King City 9 9 9 8 10 9

MRY SNS 26 A City of King City - Agency 3 3 3 2 2 3

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DOC# 5

2A B C D E F G H I J R


6869707172737475767778798081828384858687888990919293949596979899

100101102103104105106107108109110111112113114115116117118119120121122123124125126127128129130131132133

MRY SNS 12 M City of Salinas 92 96 100 102 104 99

MRY SNS 12 A City of Salinas - Agency 98 106 106 104 110 105

SCR SCR 26 M City of Santa Cruz 480 481 477 505 519 492

SCR SCR 26 A City of Santa Cruz - Agency 136 156 160 156 180 158

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

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

MRY SNS 26 M City of Soledad 30 30 30 30 30 30

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

SCR SCR 24 M City of Watsonville 50 51 50 50 50 50

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

SCR SCR 12 M Community Bridges - 97 97 99 98 78

SCR SCR 12 A Community Bridges - Agency - 11 11 13 14 10

MRY SNS 12 M County - Monterey 2,134 2,150 2,164 2,187 2,211 2,169

MRY SNS 12 A County - Monterey - Agency 882 903 902 876 849 882

SBC SNS 26 M County - San Benito 153 151 158 161 161 157

SBC SNS 26 A County - San Benito - Agency 93 94 91 92 91 92

SCR SCR 26 M County - Santa Cruz 1,461 1,453 1,481 1,498 1,506 1,480

SCR SCR 26 A County - Santa Cruz - Agency 116 110 119 135 131 122

MRY SNS 12 M Court - Monterey County 87 - 87 87 91 70

MRY SNS 12 A Court - Monterey County - Agency 36 - 36 36 37 29

SBC SNS 26 M Court - San Benito County 10 10 10 10 9 10

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

SCR SCR 26 M Court - Santa Cruz County 87 88 84 81 82 84

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

SCR SCR 12 M Encompass CS - - 72 72 74 44

SCR SCR 12 A Encompass CS - Agency - - 12 17 12 8

MRY SNS 12 M Housing Authority of the County of Monterey 49 50 51 51 53 51

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

MRY SNS 26 M MAOF 103 107 107 109 109 107

MRY SNS 26 A MAOF - Agency 4 5 6 5 4 5

SCR SCR 12 M Monarch Services 20 23 1 23 - 13

MRY SNS 26 M Monterey Bay Air Resources District 24 24 24 24 24 24

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

MRY SNS 12 M MV Public Transportation 13 13 13 15 15 14

SCR SCR 26 M Salud Para la Gente Inc 165 165 172 183 186 174

SBC SNS 26 M San Benito County Water District 10 10 9 9 10 10

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

SCR SCR 12 M San Lorenzo Valley Unified School District 97 95 94 96 96 96

SCR SCR 12 A San Lorenzo Valley Unified School District - Agency 7 7 10 9 8 8

SCR SCR 26 M Santa Cruz County Regional Transportation Commission 13 13 14 13 13 13

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

SCR SCR 26 M Santa Cruz Metro 92 94 93 95 94 94

SCR SCR 26 A Santa Cruz Metro - Agency 1 - - - - 0

SCC SCR 12 M Soquel Creek Water District 13 12 12 11 11 12

SCR SCR 26 M YWCA of Watsonville 12 12 13 13 13 13

REGION 3

MAR FAT 12 M County - Mariposa 140 139 - 144 150 115

MAR FAT 12 A County - Mariposa - Agency 74 83 - 77 75 62

STA FAT 26 M County - Stanislaus 501 500 512 514 521 510

STA FAT 26 A County - Stanislaus - Agency 63 63 66 68 61 64

TUO FAT 24 M County - Tuolumne 21 20 10 - - 10

MAR FAT 12 M Court - Mariposa County 7 7 - 7 8 6

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

MER FAT 26 M Golden Valley Health Center 466 475 465 466 463 467

MER FAT 26 A Golden Valley Health Center - Agency 11 10 11 11 15 12

STA FAT 12 M Salida Union School District - Headstart 24 24 23 23 23 23

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

REGION 4

FAT FAT 24 M Central California Legal Services 33 39 43 45 44 41

FAT FAT 26 M City of Coalinga 24 23 23 23 23 23

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

MAD FAT 26 M Community Action Partnership of Madera 80 80 80 37 107 77

MAD FAT 26 A Community Action Partnership of Madera - Agency 33 33 32 19 11 26

FAT FAT 26 M County - Fresno 2,706 2,715 2,689 2,673 2,671 2,691

FAT FAT 26 A County - Fresno - Agency 1,347 1,392 1,416 1,461 1,448 1,413

MAD FAT 12 M County - Madera COMPA 72 73 70 71 69 71


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DOC# 5

2A B C D E F G H I J R


134135136137138139140141142143144145146147148149150151152153154155156157158159160161162163164165166167168169170171172173174175176177178179180181182183184185186187188189190191192193194195

MAD FAT 12 M County - Madera SEMC 21 20 20 20 19 20

FAT FAT 26 M Court - Fresno County 204 225 224 228 230 222

FAT FAT 26 A Court - Fresno County - Agency 48 103 99 102 97 90

FAT FAT 12 M Dental Source 3 3 3 3 3 3

FAT FAT 12 M FASTA - 334 380 422 421 311

FAT FAT 12 A FASTA - Agency - 263 341 345 339 258

FAT FAT 26 M First Student 174 187 191 187 184 185

FAT FAT 24 M Fresno Housing Authority 85 85 90 - 89 70

FAT FAT 24 A Fresno Housing Authority - Agency 25 25 23 - 23 19

FAT FAT 12 M Fresno Unified School District - 518 535 579 586 444

FAT FAT 12 A Fresno Unified School District - Agency - 87 72 30 26 43

FAT FAT 12 M Riverdale Unified School District 52 52 52 52 51 52

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

REGION 5

KER BFL 26 M Bear Valley Community Services District 25 25 25 24 24 25

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

KER BFL 26 M City of Arvin 21 21 20 22 22 21

KER BFL 26 A City of Arvin - Agency - - 1 - 1 0

KER BFL 26 M City of Bakersfield 513 505 503 498 496 503

KER BFL 26 A City of Bakersfield - Agency 252 254 256 259 258 256

KIN HJO 26 M City of Hanford 96 95 94 95 96 95

KIN HJO 26 A City of Hanford - Agency 36 35 34 34 33 34

TUL VIS 26 M City of Lindsay 6 6 6 - 6 5

KER BFL 26 M City of Shafter 13 13 13 13 13 13

KER BFL 26 M City of Taft 18 18 18 19 18 18

KER BFL 26 M City of Wasco 33 33 32 32 32 32

KER BFL 26 A City of Wasco - Agency 14 14 14 15 15 14

KER BFL 26 M Community Action Partnership of Kern - 262 256 260 287 213

KER BFL 26 A Community Action Partnership of Kern - Agency - 35 34 33 23 25

KER BFL 26 M County - Kern 3,321 3,296 3,291 3,289 3,221 3,284

KER BFL 26 A County - Kern - Agency 1,781 1,803 1,804 1,880 1,893 1,832

KIN HJO 26 M County - Kings 21 20 20 20 20 20

TUL VIS 26 M County - Tulare 989 1,003 1,008 1,024 1,027 1,010

TUL VIS 26 A County - Tulare - Agency 514 525 548 542 535 533

KER BFL 26 M Court - Kern County 268 268 266 267 269 268

KER BFL 26 A Court - Kern County - Agency 138 139 140 141 140 140

KIN HJO 26 M Court - Kings County 49 51 50 50 50 50

KIN HJO 26 A Court - Kings County - Agency 5 5 5 5 6 5

TUL VIS 26 M Court - Tulare County 169 169 165 166 166 167

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

KER BFL 12 M Edison Elementary School District 21 21 21 21 24 22

KER BFL 26 M Kern County Water Agency 26 24 25 24 25 25

KER BFL 26 A Kern County Water Agency - Agency 25 24 23 23 21 23

KER BFL 26 M Kern Regional Center 122 119 121 117 107 117

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

KIN HJO 26 M Kings Community Action Organization 11 11 9 10 10 10

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

KER BFL 26 M North Kern Cemetery District - - 4 - - 1

KER BFL 26 M Public Cemetery District #1 4 4 4 4 3 4

KER BFL 26 A Public Cemetery District #1 - Agency - - - 1 - 0

KER BFL 12 M Standard School District 60 60 62 66 67 63

SBA VIS 12 M Student Transportation of America 24 30 - 30 32 23

KER BFL 12 M Taft Union High School District 24 24 26 26 26 25

REGION OTHER

SCC SJC 12 M Child Care Providers United California 441 434 429 408 406 424

SCC SJC 26 M Local 521 Staff & Officers 33 36 34 35 33 34

SCC SJC 12 M Retired Members Chapter (521) 817 497 214 317 460 461

Total Members 30,258 31,552 31,310 31,819 31,698 30,905

Total Agency Fee Payers 8,668 9,244 9,333 9,448 9,491 8,956

Total Count 38,926 40,796 40,643 41,267 41,189 39,861


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Bank Balance as of 5/31/16 484,050.36$

Outstanding Deposits: None

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

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

Political Slate Mailer 5.26.16-B1 25,000.00

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

Available Funds - PACE 175.00

Available Funds - PAC 434,068.32

0.00


Outstanding Deposits: May, Jun 8,260.25


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

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 1,000.00

Kevin Mullin for Assembly 2016 3.22.16-B10 2,000.00

Rudy Salas for Assembly 2016 3.22.16-B10 2,500.00

Anthony Rendon for Assembly 2016 3.22.16-B10 2,500.00

Rob Bonta for Assembly 2016 3.22.16-B10 1,000.00

Re-Elect Senator Wieckowski for Senate 2018 3.22.16-B10 1,500.00

Kevin De Leon 3.22.16-B10 2,500.00

Jane Kim for Senate 2016 3.22.16-B13 1,000.00

Bruce McPherson for Supervisor 2016 4.13.16-B6 Poll 500.00

Zach Friend for Supervisor 4.13.16-B10 Poll 500.00

MBCLC Table to the Awards Dinner 4.13.16-B13 Poll 750.00

Progressive Coalition of Santa Cruz County 5.26.16-B7 1,000.00

SMCLC Cope Awards Dinner 6.25.16-B2 2,000.00



Available Funds - RETIREE 11,463.00

0.00


Outstanding Deposits: May, Jun 7,762.25


Kern Library Tax Yes on Measure F 4.13.16-B2 Poll 10,210.00

Our Libraries Our Future 4.13.16-B11 Poll 1,000.00



-

SEIU Local 521

PACE and PAC

as of June 30, 2016

Issues

Candidates

Independent Expenditures

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LB:kns SEIU 521 CTW/CLC

SEIU Local 521 Officers’ Meeting Motion

* Motion Letter: B Date: July 26, 2016

Motion Title: Political Consent Agenda - (pages 39-40)

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 – $300 to D10 Democrats 8/6/16 2nd Annual BBQ from the SEIU Local 521 Candidate Account (Santa Clara County) - (pages 41-42)

B/2 – 5th Annual South County Democratic Club BBQ - $150 from the SEIU 521 Candidate Account (Santa Clara and San Benito Counties) - (pages 43-44)

B/3 – $25,000 from the SEIU Local 521 Candidate Account to Fund Regional Slate Mailers of our Endorsed Candidates and Ballot Measures - (pages 45-46)

B/4 – Contribute to Sergio Jimenez for San Jose City Council 2016 - $600 from the SEIU 521 Candidate Account - (pages 47-48)

B/5 – Contribute $2,500 from the SEIU Local 521 Candidate Account to Leticia Perez’s Kern County Campaign - (pages 49-50)

* 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 Number: B/1 Date: July 26, 2016 Motion Title: 2nd Annual D10 Democratic Club Mixer & BBQ (Santa Clara County) Recommended By: Santa Clara and San Benito COPE Committee Background: This is a Santa Clara County Democratic Club in which members are participants and leaders. This club is located in South San Jose. The club is dedicated to support working family candidates and has endorsed Sergio Jimenez, our member candidate for San Jose City Council. This BBQ is open to our members and the $300 contribution will pay for 10 members. The guests are State Senator Jim Beall, Supervisor Dave Cortes and the Chair of the Santa Clara County Central Democratic Committee Steve Preminger. All of the guests that are invited have helped us in trying to get a first contract with 4 C’s (Community Child Care Council) Motion: To contribute $300 to D10 Democrats’ August 6th 2nd Annual BBQ event at the 716 Dalewood Court, San Jose with funds coming from the SEIU Local 521Candidates Account. Make Checks payable to D10 Democratic Club Address: 716 Dalewood Court San Jose, CA 95120 FPPC# 1379520 Follow Up:

Moved by:________________________ ______ __ Second :________________________

Amendment:______________________________________________________________

Amended By:______________________________________________________________ Votes in Favor:____ ________ Votes Opposed:____________ Abstentions:____________

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

____________________________________________

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SEIU Local 521 Officers’ Motion Motion Number: B/2 Date: July 26, 2016 Motion Title: 5th Annual South County Democratic Club BBQ (Santa Clara and San Benito Counties) Recommended By: Santa Clara and San Benito COPE Committee unanimously Background: This is the 5th Annual BBQ for the South County Democratic Club. South County Democrats represents Democrats located in Morgan Hill, Gilroy (South Santa Clara County) and San Benito County. The BBQ is August 17th and the request is for one table of 10/$150. SEIU 521 has contributed to this event for the last 4 years. Many COPE members of Santa Clara and San Benito County Cope Committee will be participating in this event. Bob Sigala, the Vice Chair of our COPE Committee, has been the host of the BBQ for the last four years. The net proceeds are used to help Democratic campaigns and outreach to voters in the South County area. Motion: To contribute $150 to South County Democratic Club’s August 21, 2016 - 5th Annual BBQ event at the Las Animas Park in Gilroy with funds coming from the SEIU Local 521 Candidate COPE Account. Make Checks payable to South County Democratic Club Address: PO Box 365 San Martin, CA 95046 Follow Up:

Moved by:_ ____________________ __ Second :__ ____________________________

Amendment:______________________________________________________________

Amended By:______________________________________________________________



Signatures

____________________________________________

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SEIU Local 521 Officers Motion Motion Number: B/3 Date: July 26, 2016 Motion Title: $25,000 from the SEIU Local 521 Candidate Account to Fund a Slate Mailer of our Endorsed Candidates and Ballot Measures that we have approved Recommended By: Santa Clara and San Benito Counties COPE Committee Background: During the primary in June 2016, we did a slate mailer to all our members in the local that listed the endorsed candidates and ballot measures specific to each region. It was very successful because our members were able to see our endorsed candidates before most of them voted. We would like to do the same type of mailer again and send it out by October 2016 because that is when the absentee ballot is mailed. Motion: To allocate $25,000 from the SEIU Local 521 candidates account to pay for regional specific slate mailers of our endorsed candidates and ballot measures for the November 2016 election. Follow Up:

Moved by:_ ____________________ __ Second :__ ____________________________

Amendment:______________________________________________________________

Amended By:______________________________________________________________



____________________________________________

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SEIU Local 521 Officers Motion Motion Number: B/4 Date: July 26, 2016 Motion Title: Contribute to Sergio Jimenez for San Jose City Council 2016 - $600 from the SEIU 521 Candidate Account Recommended By: Santa Clara and San Benito COPE Committee by Email vote in July 2016 Background: Sergio Jimenez is a member of SEIU 521 and works in the Santa Clara County Public Defender’s Office. Before working in the Public Defender Office, Sergio was a member and Steward at the Law Foundation, a SEIU 521 represented nonprofit. Sergio is a member and a contributor to SEIU 521 COPE. Sergio is a candidate for Ash Kalra’s Seat on the San Jose City Council, District 2. District 2 encompasses South San Jose and the Evergreen area of San Jose. Sergio was in first place in the primary and is now in a run-off with a business backed candidate. Ash Kalra is a companion for labor on the City Council and Sergio is following his footsteps. As a member of SEIU 521, Sergio understands and knows our issues and will be a strong labor ally on the City Council. San Jose has in the past, under former Mayor Chuck Reed, trampled on collective bargaining rights. Sergio will protect those rights and more. Motion: To contribute from the Candidates Account $600 to the Sergio Jimenez for City Council 2016 Make the check Sergio Jimenez for City Council 2016

FPPC #1381456 Address: Sergio Jimenez for City Council 2016 - District 2

5389 Cedar Grove Circle San Jose, CA 95123

Follow Up:

Moved by:_ ____________________ __ Second :__ ____________________________

Amendment:______________________________________________________________

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


Signatures

____________________________________________

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SEIU Local 521 Executive Board Motion

Motion Letter: B/5 Date: July 26, 2016

Motion Title: Contribute $2,500 from the SEIU Local 521 Candidate Account to Leticia Perez Board of Supervisors Kern County.

Recommended By: Kern County Chapter Officers and Sonja Bennett, Region 5 Vice President

Background: Leticia was elected four years ago for Kern County Supervisor and she is now running for her 2nd term as Supervisor. Leticia has been a great ally on the Kern County Board of Supervisors. She has been instrumental and supportive in keeping Kern County Medical Center open and has worked with us in creating a special district for the medical center. She has been very supportive during our contract campaigns. Leticia, early in her first term, has been the only supervisor that met with our members. She is our strongest ally on the Board of Supervisors.

Motion: Contribute $2,500 from the SEIU Local 521 Candidate Account to Leticia Perez Board of Supervisors Kern County.

Follow Up:

Moved by:___________________________ __ Second :___________________________

Amendment:______________________________________________________________

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


____________________________________________

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SEIU Local 521 Officers’ Motion

Motion Letter: C Date: July 26, 2016

Motion Title: Authorize a Settlement Agreement with a Service Fee Payer

Recommended By: RoseAnn Dominguez, Treasurer and the SEIU Local 521 Budget & Finance Committee; Kristy Sermersheim, Chief Elected Officer

Background: Several months ago Erlindo Casenas of VTA with the aid of Right to Work brought a lawsuit against us for return of membership dues collected by SEIU Local 521 above nonmember fees between October 29, 2013 through present plus interest and attorney fees.

The Officers were informed in Executive Session of this situation just after the lawsuit was filed in United States District Court. Our attorney, Kerianne Steele, felt she could settle this case for less than $10,000. Unfortunately, a motion was not passed to set aside the money to settle the lawsuit at that time.

On July 13th our attorney submitted a Settlement Agreement to Local management that she felt Mr. Casenas would sign. Cost to the Local would not exceed $7,500 and Mr. Casenas will be treated as an objector in fee year 2016. Our acceptance of this Settlement Agreement was time sensitive because the Court asked the parties to file a status update the next day, July 14th. Our attorney’s recommendation was that we settle. We did agree to settle the case.

The Budget & Finance Committee agreed and passed the motion to authorize this month.

Motion: Authorize acceptance of the proposed Settlement Agreement and payment of an amount not to exceed a cost of $7,500 from line items 5 and 19 on Document 1, and recommend that the Officers also authorize the proposed Settlement Agreement and authorize the payment not to exceed $7,500.

Follow Up:

Moved by:__________________________ __ Second :____________________________

Amendment:______________________________________________________________

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


Signatures

____________________________________________

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