NALC Branch 214 By-Law Changes & Budget Planning Year 2012

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Simonson and Juan Dominguez. By-Laws Committee Members: Pres.

1 NALC Branch 214 By-Law Changes & Budget Planning Year 212 DATE: March 7, 212. Budget Committee Members: ST Ron Caluag, AST Jun Buccat, and Trustees Karen Schuler, Cathy Simonson and Juan Dominguez. By-Laws Committee Members: Pres. Lili Beaumont, EVP Karen Eshabarr, VP Bill Thornton, ST Ron Caluag, AST Jun Buccat, FD Charles Gonzalez and CSALC Pres. John Beaumont.

2 Trend in active membership since Year Listed 235 members Deduct 1967 members Non-Deduct 68 members 29 Listed 1914 members Deduct 1848 members Non-Deduct 66 members 21 -Listed 1742 members Deduct 1628 members Non-Deduct 114 members 211 -Listed 1635 members Deduct 1552 members Non-Deduct 83 members PP 26 YY 211 (12/23/211) Listed 1584 members Deduct 1528 members Non-Deduct 56 members AS OF PP 3 YY 212 (2/3/212) Listed 1559 members Deduct 1549 members Without TE s 1525 members Non-Deduct 41 members Year after year we are losing members and the USPS is not hiring career employees. The branch leadership has tried their very best to minimize expenses to catch up with these declines.

3 ACTIVE MEMBERS CHART On PP 3/ On PP 3/212

4 BRANCH 214 CASH RESERVES & SAVINGS YEAR OVER YEAR CHECKING ACCOUNT MINIMUM AMOUNT BEING RESERVED YEAR OVER YEAR: $3, MONEY MARKET ACCOUNT BEGINNING 3/31/28 - $32,753 YEAR 29 - $53,71 YEAR 21 - $78,993 YEAR $18,325 PRESENT $128,475

5 $161, $141, CHART OF CASH RESERVES MONEY MARKET ACCOUNT $121, $11, $81, $61, $41, $53,71 $78,993 $18,325 $128,474 $143,474 A P P R O X I M A T E $21, $1,

6 2 PARTS POWERPOINT PRESENTATION FIRST PART WILL COVER THE BUDGETARY ITEMS THAT THE BUDGET COMMITTEE IS IMPLEMENTING TO CUT COSTS. NO ACTION IS NEEDED ON PART OF THE MEMBERSHIP TO IMPLEMENT THESE CHANGES. SECOND PART WILL COVER THE BY-LAW CHANGES THAT THE BY-LAW COMMITTEE IS RECOMMENDING TO CUT COSTS. BRANCH WILL VOTE ON THESE WHEN PRESENTED. TO BETTER UNDERSTAND THIS PRESENTATION, PLEASE SAVE ALL YOUR QUESTIONS AT THE END. WE WILL TRY TO ANSWER ALL QUESTIONS AT THE END OF THIS PRESENTATION.

7 First part: BUDGETARY ITEMS Allocations of future 6 months budgets should be reduced by looking for more savings: Shop Stewards and Formal A representatives: The Branch currently sets aside a projected amount of $41, every 6 months for steward salaries and Formal A Representatives salaries. The amount stated above is for the pay of 51 stewards/formal A Representatives. We currently have 44 stewards/formal A Representatives for the Term (approximately a total of $35,64 for salaries every six months). Annual savings of approximately $11,

8 Assignment Time/Paid Time and Services: * Projected from 4/1/211 to 9/3/211 - $14, 75 Actual spent from 4/1/211 to 9/3/211 - $1, The Budget committee will look for more savings to reduce costs without affecting the quality of work. All salaries for full-time, part- time officers, and stewards are already defined in the By-Laws and should be followed to not go beyond that were already allotted. The President or his/her designee will evaluate and analyze any additional assignment time and expenses requested from stewards and others before approving the time. The Budget committee is recommending that all expenses paid out such as cell phone reimbursements, gas, tolls, or additional lost t time to be provided only when deemed necessary and reviewed and approved by the branch president or her/his designee in advance. A projected savings of $6, annually.

9 Building/Office Utilities (Phone and Water) * Projected from 4/1/211 to 9/3/211 - $6,4 Actual spent from 4/1/211 to 9/3/211 - $6, The Budget committee will look for more savings to reduce costs without affecting the quality of services i.e. new phone company. The Budget committee recommends that the branch switch phone company and try to eliminate purchasing bottled drinking water. Monthly Savings of $225+. Note: Hall/RWC Office The Redwood City Satellite Office is no longer part of Branch 214 Monthly Savings of $225. By switching phone company, eliminating bottled waters and termination of Redwood City satellite office, the branch will save $45+ monthly. Target $5,1 + annual monetary savings.

10 Printing * Projected from 4/1/211 to 9/3/211 - $3, Actual spent from 4/1/211 to 9/3/211 - $2, The Budget committee will look for more savings to reduce cost c i.e. avoid printing colors, scan settled grievances instead of printing ng for the purpose of the filing system, etc. The branch also should purchase a separate printing/copier machine since the current printer/copier machine runs with a meter (the more we use it, the more we pay per pages). The Budget committee recommends that the branch eliminate creating hard copies of entire grievances. Members to continue to t receive hard copies of grievance settlements. Projected savings of $1, annually. The branch to apply and pay for a bulk mail permit in order r to do major scheduled and unscheduled mailings. Projected savings of $5 annually. Annual savings is expected to be $1,5.

11 Computer Expenses * Projected from 4/1/211 to 9/3/211 - $6, Actual spent from 4/1/211 to 9/3/211 - $6,4.89 The branch normally sets aside the projected amount stated above for computer expenses. The Budget committee recommends that since the branch already replaced most of the aging and broken computers and equipments plus new laptops/pc were already purchased for stewards (Formal A Representatives) to use base on their workloads and needs, there will be no computer purchases for the next 2 six month budgets. A projected annual savings of $6, or more.

12 Affiliate Dues * Projected from 4/1/211 to 9/3/211 - $6,5 Actual spent from 4/1/211 to 9/3/211 - $5,794.7 Recommendation: The Budget committee recommends that the branch reduce some of the unnecessary affiliations and for those must have affiliations that the branch correct its membership roster to reflect the exact amount of members presently in Branch 214. The branch pays affiliate dues depending on the amount of members represented in the respective labor councils within the branch. Currently, the branch is paying an erroneous per capita tax amount to some of these labor councils. The correction will yield a savings, and it is more beneficial to allocate the money to the Representational Expenses: Contract/Picket Action/Legislative Action. The estimated savings would be of about $2, annually.

13 Conferences * Projected from 4/1/211 to 9/3/211 - $7, 2 Actual spent from 4/1/211 to 9/3/211 - $7, The branch normally sends over 55 stewards and other activist to all conferences. The Budget committee recommends that the branch should try to reduce the expenses in this category. Attendance to seminars, conferences, etc. will be reduced, when possible. The decision of attendance to be made by the PRES., EVP, VP and FD. Target a $4, in savings annually.

14 Food Drive * Projected from 4/1/211 to 9/3/211 - $2,5 Actual spent from 4/1/211 to 9/3/211 - $3, At the present time, food drive expenses average between $2,5- $ 5, annually.. The expenses associated with this function are t-shirts, t drawing contest and other expenses associated with the distribution, creation and sales of t-shirts. t The Budget committee recommends that the branch reduce the amount of t-shirts t being reproduced for this event. The committee recommends that food drive coordinator start early in completing drawing contest, selecting winner and production of t-shirts; t this would eliminate the reproduction of t-shirts and last minute transportation of t-shirts. t The projected savings are about $2, annually.

15 SUMMARY OF ANNUAL TARGETED BUDGETARY ITEMS SAVINGS Assignment Time $22, Reduce to $16,64.54 Printing $6, Reduce to $5,46.26 Computer Expenses $9, Reduce to $6,4.89 Building/Office Expenses $15, Reduce to $1, Affiliate Dues $11, Reduce to $9,794.7 Conferences $9, Reduce to $5, Food Drive $6, Reduce to $4, Steward Salaries $82, Reduce to $71,28.

16 Future Budget Savings Goal Assignment Time $6, Printing and Mailing $1,5 Computer Expenses $3, Building/Office Expenses $5,1 Affiliate Dues $2, Conference $4, Food Drive $2, Steward Salaries $11, TARGETED SAVINGS: $34, PER YEAR. All are approximates. Savings are per year.

17 CHART OF BUDGETARY ITEMS $2, $18, $16, $14, $12, $1, $8, $6, $4, $2, $ Last Annual Budget Future 1 Year Budget Budgetary Expenses

18 Second Part: BY-LAW CHANGES RECOMMENDATIONS NOTE: An estimated active carriers pay for one full time officer position. The trend is that our membership will continue to decline. Please keep in mind that these recommendations are ONLY recommendations. It is up to membership like you to decide whether to choose to adopt or implement these recommendations or not. All savings should be transferred to our Money Market account.

19 Full-Time Officer: Recommendation With the current trend of declines in active membership and the possibilities of early out offers, buy-out offers, retiring members, excessing members, five day deliveries, the branch should reduce the numbers of Full-Time Officers. The By-Law committees goal would be to eliminate (1) full-time officer position as early as the next term. A savings of $75, TO $85, annually depending on the exiting FTO.

20 PART-TIME TIME OFFICERS Recommendation - With the current trend of declines in active membership and the possibilities of early out offers, buy-out offers, retiring members, excessing members, five day deliveries. The branch should reduce the numbers and consolidate Part-Time Officers positions as early as the next term. The By-Law committees goal would be to eliminate (1) or more part time officer positions by combining part-time time officer positions. A savings of $4, or more annually.

21 Convention Fund * Projected from 4/1/211 to 9/3/211 - $12,6 Actual spent from 4/1/211 to 9/3/211 - $12,6 Based on the Branch By-Laws - Since Year 24,, the Branch is allocating $12,6 every (6) months. This increase to fund came shortly after we merged Redwood City and our active dues paying membership rose to slightly less than 2,1 members. The By-Law committee recommends that based on the decreasing number of active union members, down from 2,1 in 24 to 1525 today,, that we reduce the monetary amount set aside each budget. Furthermore, to protect against additional declines in membership, $7 per active career dues paying member will be set aside at each 6 month budget for future conventions. At our current number of members this would set aside $1,675 per 6 month budget. This will not go into affect until after the 212 National Convention. Projected savings could be around $4, annually.

22 Branch Election Officers and Stewards - At the present time the branch expenses for each election is approximately $7, every 2 years plus time and efforts. The By-Law committee recommendation is to change the Branch By-Laws and for them to reflect that elections for Officers and Stewards will be held every (3) three years instead of the current 2 years term. Effective on next term of office. This would save the branch about $3,+ + every 3 years or $1,+ + annually.

23 Future By-Law Change Savings Goal 1 less Full-Time Officer $75, 1 less Part-Time Officer $4, Convention Fund $4, Officers and Stewards Election $1, TARGETED SAVINGS: $84, PER YEAR. All are approximates. Savings are per year. Effective on next term of office and conventions.

24 SUMMARY OF COMBINED SAVINGS BUDGETARY ITEMS GOAL FOR THE NEXT 1 YEAR: TARGETED SAVINGS: $34, PER YEAR. BY-LAW CHANGES EFFECTIVE ON NEXT TERM AND FUTURE CONVENTIONS: TARGETED SAVINGS: $84, PER YEAR. COMBINED SAVINGS PER YEAR IF ALL ARE IMPLEMENTED: $118, All are approximates.

25 As you can see, there are opportunities to save drastically for the survival of Branch 214. We have to make some sacrifices that are not easy and/or popular.

26 END OF PRESENTATION

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