Council of California Goodwill Industries COUNCIL MEETING

Council of California Goodwill Industries

COUNCIL MEETING

December 1-2, 2011

Meeting Documents / Table of Contents

Updated 11/29/11 – 9:00 a.m.

DOCUMENT NAME – DATE POSTED / REVISED TO PDF MASTER DOCUMENT .................................................................... ADOBE / PDF PAGE #

Proposed Agenda – posted 11/22/11 ........................................................................................................... 2

Prospect Attendees Roster (COUNCIL) – revised 11/29/11 .......................................................................... 5

Prospect Attendees Roster (HR PILLAR) – revised 11/29/11 ........................................................................ 6

Minutes from June 27, 2011 Meeting – posted 11/22/11 ........................................................................... 7

Treasurer’s Report as of October 31, 2011 – to be posted ............................................................................

Agency Roundtable Discussion Prep Sheet & 2012 Projections Matrix – posted 11/22/11 ...................... 13

2012 Proposed Meeting Schedule – posted 11/29/11 ............................................................................... 16

Public Policy Committee Report – Legislative Update – posted 11/29/11 ................................................. 17

Public Policy Committee Report – 2011 Chaptered / Vetoed Bills – posted 11/29/11 .............................. 19

Public Policy Committee Report – 2011-2012 Bill Tracking – posted 11/29/11 ......................................... 25

GII’s Monthly Aggregate Data through September 2011 – posted 11/22/11 ............................................ 39

HR Pillar’s Proposed Agenda / Timeline – revised 11/29/11 ...................................................................... 47

Promotional Flyer for December 1-2, 2011 Meeting – posted 9/20/11..................................................... 50

G REATER E AST B AY

Alameda, Contra Costa,

Solano Counties

C o u n c i l o f C a l if o r n i a

G O O O D W I I L L

COUNCIL MEETING


Hosted by Goodwill Industries of San Diego County

Agency Headquarters

3663 Rosecrans Street, Executive Conference Room / 2 nd Floor

San Diego, California 92110

(park & enter building behind store - entrance on Sports Arena Blvd)

Thursday, December 1, 2011, 12:00 p.m. – 5:00 p.m.

Friday, December 2, 2011, 8:00 a.m. – 12:00 p.m.

PROPOSED AGENDA (V1)

O RANGE C OUNTY

I I N D U S T R I I E S

®

Thursday, December 1, 2011

R EDWOOD E MPIRE

Sonoma, Napa

Mendocino, Lake, Humboldt & 10:30–11:30

Trinity Counties

S AN D IEGO C OUNTY

AGENCY SHOWCASE TOUR:

 Facilities tour – Mr. Mike Rowan , San Diego-based Goodwill agency

CEO / President

San Diego & Imperial Counties

S AN F RANCISCO 12:00–12:15

S AN M ATEO , & M ARIN

HOSTED LUNCH:

 Light buffet or boxed lunch provided in or near conference rooms

C OUNTIES

S AN J OAQUIN V ALLEY

I.

Amador, San Joaquin,

Calaveras, Tuolumne, Stanislaus,

Mariposa, Madera, Fresno &

North Tulare Counties

S ANTA C RUZ , M ONTEREY

& S AN L UIS O BISPO

C OUNTIES

S ERVING THE P EOPLE

OF S OUTHERN L OS A NGELES

C OUNTY

S ILICON V ALLEY

Santa Clara &

San Benito Counties

S OUTH C ENTRAL C ALIFORNIA

Kern, Kings &

South Tulare Counties

S OUTHERN C ALIFORNIA

Northern Los Angeles, San

Bernardino & Riverside Counties

II.

III.

(JOINT SESSION WITH PILLAR) OPENING SESSION:

 Call to order / opening remarks – Chairman David Miller

 Welcome address – Mr. Mike Rowan , San Diego-based Goodwill agency CEO / President

 Roundtable introductions – Chairman David Miller

 Establishment of quorum – Secretary Kathy Leahy

Ref Doc: Prospect Attendees Roster

 Review scope of meetings – Chairman David Miller

 Call for breakout sessions – Chairman David Miller

APPROVAL OF THE AGENDA:

 Consider changes / additions to agenda – Chairman David Miller

APPROVAL OF THE MINUTES:

 Review previous meeting proceedings – Chairman David Miller

Ref Doc: Minutes of the Council Meeting – Sep 22-23 2011

S OUTHERN O REGON 12:15–3:00 IV.

Siskiyou & Del Norte Counties

V ENTURA & S ANTA

B ARBARA C OUNTIES

3:00–3:15

AGENCY ISSUES / ROUNDTABLE DISCUSSION:

 Focus: agency reports highlighing 2012 projections / key initiatives

– Chairman David Miller

Ref Doc: Roundtable Issues Prep Sheet & 2012 Projections Matrix

BREAK: i n f o @ c a l if o r n i a g o o d w i l ls . o r g

● www.californiagoodwills.org

Council Meeting

Proposed Agenda (v1)

Thursday, December 1, 2011 & Friday, December 2, 2011

Page 2 of 3

3:15–4:15 V.

4:15–4:55

4:55–5:00

VI.

VOLUNTEERS:

 Utilization trends and analysis – Chairman David Miller and Ms. Elise

Clowes

YEAR-END ISSUES:

 Nominating Committee report – Chairman David Miller

 Consultants contracts renewal – Chairman David Miller

 2012 meeting schedule – Chairman David Miller

MEETING ADJOURNMENT:

 Closing remarks & adjournment – Chairman David Miller

5:30–9:30 GROUP DINNER & THEATER:

 Group dinner with HR Pillar Executives at Acapulco Mexican

Restaurant & Cantina (@ the Hacienda Hotel), 2467 Juan Street,

San Diego, CA 92110

 Theater outing – “It’s a Wonderful Life: A Live Radio Play” – 7:30 p.m. curtain call

Friday, December 2, 2011

7:30–8:00 HOSTED BREAKFAST

 Light / continental breakfast provided in or near conference room

8:00–8:05 CALL TO ORDER

 Welcome & introductions – Chairman David Miller

 Review remaining agenda items – Chairman David Miller

8:05–8:15

VII.

GII BOARD REPORT:

 Strategic issues update – Ms. Deborah Alvarez-Rodriguez , San

Francisco-based agency CEO / President

8:15–10:15 VIII.

PUBLIC POLICY COMMITTEE REPORT:

 Priority legislative initiatives overview – Cmte Chairs Deborah

Alvarez-Rodriguez / John Latchford , and / or Political Consultant

Kate Bell

 Public Policy Survey – Cmte Chairs Deborah Alvarez-Rodriguez /

John Latchford

10:15–10:45 IX.

TREASURER’S REPORT:

 Review of financial statements & position – Treasurer Michael Fox

Ref Doc: Treasurer’s Report

 2012 dues structure – Treasurer Michael Fox

Council Meeting



Page 3 of 3

10:15–11:45 X.

(JOINT SESSION WITH PILLAR) STRATEGIC PLAN ACTIONS:

 Pillar liaisons’ reports

•

•

Retail – Secretary Kathy Leahy

Workforce – Ms. Sheryl Chalupa , Bakersfield-based Goodwill

CEO / President

HR – Mr. Michael Paul , Santa Cruz-based Goodwill CEO / •

President and HR Pillar Executives (Pillar Report)

 Other collaborations

•

• CFOs / COOs – Vice-Chair Mark Ihde

•

Agency board members – Mr. Mike Rowan , San Diego-based

Goodwill CEO / President

•

Public Policy Committee – Co-Chairs Debbie Alvarez-Rodriguez

/ John Latchford

Fiscal & Economic Impact Project – Mr. Doug Barr , Los Angelesbased Goodwill CEO / President

11:45–12:00

XI.

(JOINT SESSION WITH PILLAR) MEETING RECAP &

ADJOURNMENT: Chairman David Miller



Review of proceedings & closing remarks



Promotion of next quarterly meeting

Ref Doc: February 19-21 COE promotional flyer

 Adjournment

C:\otto backup files\CCGI\Council Meetings\2011\120111\proposed agenda-timeline 120111.doc

G REATER E AST B AY


Solano Counties

O RANGE C OUNTY

R EDWOOD E MPIRE

Sonoma, Napa

Mendocino, Lake, Humboldt &

Trinity Counties

S AN D IEGO C OUNTY


S AN F RANCISCO


C OUNTIES








C OUNTIES



C OUNTY

S ILICON V ALLEY

Santa Clara &



Kern, Kings &






G O O D W I I L L I I N D U S T R I I

COUNCIL MEETING



Agency Headquarters






PROSPECT ATTENDEES (V3)

OFFICERS

Stockton-based Goodwill

Santa Rosa-based Goodwill

San Jose-based Goodwill

Oxnard-based Goodwill

Miller, David

COUNCIL CHAIR, PRESIDENT / CEO

Ihde, Mark

COUNCIL VICE-CHAIR, PRESIDENT / CEO

Fox, Michael

COUNCIL TREASURER, PRESIDENT / CEO

Leahy, Kathy

COUNCIL SECRETARY, PRESIDENT / CEO

MEMBERS

Alvarez-Rodriguez, Deborah

PRESIDENT / CEO

Barr, Doug

PRESIDENT / CEO

Clowes, Elise

AGENCY BOARD MEMBER

Latchford, John

PRESIDENT / CEO

Paul, Michael

PRESIDENT / CEO

Pollack, Shep

AGENCY BOARD MEMBER

Rogers, Dan

PRESIDENT / CEO

Rowan, Mike

CEO

Tibbitts, Jonathan

AGENCY BOARD MEMBER

GUESTS

San Francisco-based Goodwill

Los Angeles-based Goodwill


Oakland-based Goodwill

Santa Cruz-based Goodwill


Santa Ana-based Goodwill

San Diego-based Goodwill


Byrne, Gayle

PRESIDENT

Chalupa, Sheryl

PRESIDENT / CEO

McCarthy, Janet

PRESIDENT / CEO

C:\otto backup files\CCGI\Council Meetings\2011\120111\prospect attendees COUNCIL 120111.doc

CONSULTANTS

Bell, Kate

POLITICAL CONSULTANT

DeLeon, Otto

MANAGEMENT CONSULTANT

Based in Sacramento

Based in Sacramento

OFFICER & MEMBERS ABSENT

Medford-based Goodwill

Bakersfield-based Goodwill

Long Beach-based Goodwill

E S

®

S OUTHERN O REGON


V ENTURA & S ANTA

B ARBARA C OUNTIES i n f o @ c a l if o r n i a g o o d w i l ls . o r g


G REATER E AST B AY


Solano Counties

O RANGE C OUNTY

R EDWOOD E MPIRE

Sonoma, Napa


Trinity Counties

S AN D IEGO C OUNTY


S AN F RANCISCO


C OUNTIES








C OUNTIES



C OUNTY

S ILICON V ALLEY

Santa Clara &



Kern, Kings &






G O O O D W I I L L I I N D

HUMAN RESOURCES PILLAR MEETING

U S T R I I E S

®

INDIVIDUALS PRESENT

Bell, Kate

COUNCIL’S POLITICAL CONSULTANT

Evans, Brandy

VP OF FINANCE

Leczkesy, Ed

Perez, Jose

Poon, Diane



PROSPECT ATTENDEES (V2)

DIRECTOR OF HR

HR DIRECTOR

Sack, Donna

Sponsored by the Council of California Goodwill Industries


Agency Headquarters




Fitzgerald, Karla

DIRECTOR OF ENVIRONMENTAL HEALTH & SAFETY

Giffin, Toni

SR DIRECTOR OF HR & SUPPORT SERVICES

Gravino, Ronnie

DIR OF PEOPLE DEVELOPMENT

Howley, Jim

DIRECTOR OF HR

Justet, Judi

MANAGING DIRECTOR OF PEOPLE

Parkinson, Fabia

HR MANAGER

Pliskin, Lucy

GENERAL COUNSEL & VP OF HR

Seebach, Kim

VP OF HR

– CHAIR

Tovatt, Karen

DIRECTOR OF HR

Vaca, Sylvia

DIRECTOR OF HR

Anderson, Ahmad

Della Casa, Rosa

Grellamn, Gary

DIRECTOR OF HR

SR DIRECTOR OF HR

Walker, Randy

VP OF HR

HR DIRECTOR

CFO & COO

Based in Sacramento

Santa Rosa-based Goodwill




Santa Cruz-based Goodwill

San Jose-based Goodwill




Long Beach-based Goodwill

Oxnard-based Goodwill

INDIVIDUALS ABSENT

Oakland-based Goodwill



VP OF ADMINISTRATIVE OPERATIONS

C:\otto backup files\CCGI\Council Meetings\2011\120111\prospect attendees 120111.doc

Stockton-based Goodwill



Medford-based Goodwill

Bakersfield-based Goodwill

S OUTHERN O REGON


V ENTURA & S ANTA

B ARBARA C OUNTIES i n f o @ c a l if o r n i a g o o d w i l ls . o r g



G O O D W I I L L I I N D U

MINUTES OF THE

COUNCIL MEETING (V1)


Hosted by Southern Oregon Goodwill Industries

S T R I I E S

®

G REATER E AST B AY


Solano Counties

O RANGE C OUNTY

R EDWOOD E MPIRE

Ashland Springs Hotel

212 East Main Street, Palm Room (2 nd Floor)

Ashland, Oregon

September 22-23, 2011

I.

CALL TO ORDER : Chairman David Miller called the meeting to order at 1:00 p.m. on

Thursday, September 22, 2012, at the Ashland Springs Hotel in Ashland, Oregon.

II.

ESTABLISHMENT OF QUORUM : Secretary Kathy Leahy determined that a quorum was present. The following were in attendance:

Sonoma, Napa


Trinity Counties

S AN D IEGO C OUNTY


S AN F RANCISCO


C OUNTIES








C OUNTIES



C OUNTY

S ILICON V ALLEY

Santa Clara &



Kern, Kings &





S OUTHERN O REGON


V ENTURA & S ANTA

B ARBARA C OUNTIES

(Note: Council members from five or more member agencies establish a quorum)

Officers Present :

Miller, David – Chairman ...................... Stockton, CA

Fox, Michael – Treasurer ..................... San Jose, CA

Leahy, Katherine – Secretary ............... Oxnard, CA

Members Present :

Alvarez-Rodriguez, Deborah .............. San Francisco, CA

Barr, Doug ............................................ Los Angeles, CA

Byrne, Gayle ........................................ Medford, OR

Clowes, Elise ....................................... San Francisco, CA

Latchford, John ................................... Oakland, CA

Pollack, Shepard ................................. San Francisco, CA

Rogers, Dan ......................................... Santa Ana, CA

Rowan, Mike ........................................ San Diego, CA

Tibbitts, Jonathan ................................ San Jose, CA

Guest Present :

Fletcher, Julie ...................................... Medford, CA

Consultants Present :

DeLeon, Otto – Coordinator Sacramento, CA

Snyder, Jennifer ................................... Sacramento, CA

Officer & Members Absent :

Chalupa, Sheryl ................................... Bakersfield, CA

Ihde, Mark – Vice-Chairman ................. Santa Rosa, CA

McCarthy-Wilson, Janet ...................... Long Beach, CA

Paul, Michael ........................................ Santa Cruz, CA

Ward, Brad ........................................... Long Beach, CA i n f o @ c a l if o r n i a g o o d w i l ls . o r g


Minutes of the Council Meeting


Page 2 of 6

III.

APPROVAL OF THE AGENDA : Approved unanimously as presented.

IV.

APPROVAL OF THE MINUTES : Approved unanimously as presented on a Mr. Doug Barr /

Ms. Elise Clowes motion.

V.

TREASURER’S REPORT : Notice was issued that the Treasurer’s report was disseminated electronically and posted onto the Council’s website by Management Consultant Otto DeLeon on Tuesday, September 20, 2011, on behalf of Treasurer Michael Fox. The report outlined the

Council’s financial standing as of August 31, 2011, and included:

A.

Statement of Financial Position (Balance Sheet)

B.

Income Statement (Revenue & Expenses)

C.

2011 Forecast

D.

Check Register

E.

Dues Receivable Ledger

F.

Bank Reconciliation Summary

Treasurer Fox reported that appropriate paperwork was re-filed with the IRS to reinstate the

Council’s non-profit status and that the suit filed by Joseph Sia was completely resolved with no additional Council impact. The report was approved unanimously as presented on a Ms.

Gayle Byrne / Public Policy Co-Chairperson Deborah Alvarez-Rodriguez motion.

VI.

AGENCY ROUNDTABLE DISCUSSIONS : Referencing meeting handout “Agency Issues /

Roundtable Discussion (V1)” the Council discussed:

A.

Marketing and public relations activities related to donations

B.

Halloween promotions

C.

Contending with the uncertainty of workers compensation and healthcare costs

D.

Labor issues related to utilizing volunteers

Outcomes from these discussions include:

A.

Mr. Barr to showcase / share his agency’s television ads at the Council’s December meeting in San Diego.

B.

Management Consultant DeLeon to research GII website for a PowerPoint document from a September 21, 2011 webinar with information about healthcare (and disseminate it or post it onto Council’s website).

C.

Unanimous consent to engage the services of Ms. Clowes (board member from San

Francisco-based agency) to obtain a California legal opinion regarding the utilization of volunteer vs. paid labor.

D.

Secretary Leahy urged that court-ordered community service should be accounted for in the legal opinion to be outlined by Ms. Clowes.

E.

Management Consultant DeLeon to forward to Ms. Cloves the volunteer labor legal opinions obtained by GII (these documents were circulated for review / discussion at the

Council’s meeting on June 27, 2011, in Rochester, New York).



Page 3 of 6

VII.

F.

Management Consultant DeLeon to work with Ms. Cloves to develop an online survey to determine how Council agencies utilize volunteers in their operations.

PUBLIC POLICY COMMITTEE REPORT : The following documents were discussed and / or referenced by Public Policy Committee Co-Chairpersons Alvarez-Rodriguez / John Latchford and / or Political Consultant Jennifer Snyder as part of the committee’s report:

A.

2011 Public Policy Update (key issues) dated September 15, 2011

B.

Legislative Summary (bill tracking by priority ranking) dated September 15, 2011

C.

State Budget Impact on Services

D.

Public Policy Agenda Survey for 2011

Outcomes from this report include:

A.

Public Policy Committee Co-Chairperson Alvarez-Rodriguez to forward to the Council a link with information regarding realignment of the state budget.

B.

Additional discussion regarding SB 201 (flexible purpose corporations) to be slotted for

Council’s December 1-2, 2011 meeting in San Diego.

C.

This year’s annual public policy agenda survey to be conducted to identify three key issues from each agency to help establish key Council initiatives for 2012 with a simplified survey format.

D.

Public policy agenda survey results / discussion to be slotted for Council’s December meeting in San Diego.

E.

Public Policy Committee Co-Chairperson Latchford stressed that we need more unattended donations bins ordinances to be passed by local municipalities to gain momentum with this initiative for enactment of legislation throughout the state. Cities that have passed ordinances include: Folsom, Elk Grove, Rancho Cordova and Sacramento.

F.

Management Consultant DeLeon to track down, disseminate and post onto Council’s website a GII PowerPoint document on Healthcare prepared by Mercer.

VIII.

ECONOMIC & FISCAL IMPACT PROJECT discussion regarding the economic and fiscal impact project, including data utilization.

: Mr. Barr provided a brief overview of and led

Outcomes from this discussion include:

A.

Management Consultant DeLeon to post 2011 aggregate data and Los Angeles-based

Goodwill’s reports onto Council’s website as password protected documents.

B.

Other agencies’ reports to be posted online as they are forwarded to Management

Consultant DeLeon.

IX.

STRATEGIC PLAN ACTIONS :

A.

RETAIL PILLAR : Secretary Leahy provided an overview of the Retail Pillar activities and key initiatives, including the development of a Retail Pillar matrix. Management Consultant

DeLeon to post the matrix onto the Council’s website.

B.

WORKFORCE PILLAR: A written report was provided in the meeting packets.



Page 4 of 6

C.

HR PILLAR : A written report was provided in the meeting packets.

D.

AGENCY BOARD MEMBERS COLLABORATION : Mr. Mike Rowan reported having conducted outreach to board members. With input from board members present at the meeting, outcomes from this report include:

1.

Schedule a board member breakout session at the next GII Delegate Assembly in

Miami, Florida dedicated specifically to governance issues. Seek to line up a GII special speaker, facilitator to guide discussions.

2.

Possible discussion topics to include: committee structure (roles and duties); skill sets sought from board composition; meeting schedules and formats; board member terms; board / CEO models; board evaluations.

3.

Mr. Rowan, Chairperson Miller and Management Consultant DeLeon to work in concert to schedule / plan this meeting.

E.

CFOs / COOs : Mr. Mark Ihde submitted the following report via e-mail to Management

Consultant DeLeon:

For approximately two years, the Bay Area Goodwill CEOs have been meeting to discuss and implement collaborative efforts. As a precursor to establishing a Financial Pillar, we decided to include our financial staff in one of our meetings to test the interest and viability.

Based on discussions with those in attendance after the session, there was significant interest in expanding the financial collaboration to include the entire Council.

While there were no specific initiatives identified at the first meeting, there were a number of best practices which were ultimately shared within the group. I know for my agency, the information and documentation we received from John Latchford's staff will significantly minimize our efforts as we explore new banking relationships.

The group agreed to begin their exploration by developing a spreadsheet of finance departmental duties and vendor commonalities. This work is in process and no further meeting will be scheduled until its completion. Following are the list of goals the financial group developed for the immediate future.

1) Develop a spreadsheet application to list departmental duties, vendor commonalities, etc. including: a. Departmental Duties b. Departmental Staffing c. Banking – Commercial d. Banking – Credit Card e. Banking – Investment f. Auditors g. Health Insurance Brokers h. P&C Brokers i. IT Systems – Hardware



Page 5 of 6 j. IT Structure and Support k. Procurement Commodities – Retail Racking g. Procurement Commodities – Office Supplies h. Procurement Commodities – Copier Systems

2) Have 5 Goodwill agencies populate data sheet information

3) Combine data, then look at common items. Focus on big ticket items where we might get large discounts or find EE hourly savings.

4) Conlon to look into expanding access for other Goodwill agencies to join our IT Cloud.

Primary goal is to find efficiencies by sharing data (i.e. RFP’s, Excel worksheets, analysis forms, etc.)

X.

PUBLIC POLICY COMMITTEE : Public Policy Committee Co-Chair Latchford reported that the

Council’s standing contractual agreement with Capitol Advocacy includes support to help advance the Council’s public policy related strategic objectives.

XI.

GII BOARD REPORT : Public Policy Committee Co-Chair Alvarez-Rodriguez reported and led discussion regarding key strategic issues including:

A.

Membership standards – bylaws amendments

B.

Focus on branding

C.

Development of a jobs creation work group and CEO leadership for the work group

D.

Finances

E.

Concerted push for increased participant involvement in GII’s advocacy day

XII.

PILLAR / COUNCIL CONNECTION : The Workforce Pillar’s report included an overview of:

A.

Public policy, including information to be provided to the Council’s Political Consultant to share with legislators

B.

A brainstorming session to identify how the Pillar can support the Council’s strategic plan

C.

Roundtable agency reports

D.

Funding opportunities for workforce development activities and programs

E.

The C4 initiative, including the line-up of an initiative representative to address the Pillar at its January / San Diego meeting

F.

The need for continuity of representatives to attend Pillar meetings to help advance and develop momentum for key Pillar initiatives

G.

2012 Pillar meeting schedule to include meetings in San Diego in January, at the GII

Spring Learning Event and in the fall with the Council

H.

Review of grant funding procurement models

XIII.

2012 MEETING SCHEDULE : With actual meeting dates to be brought forward at the

Council’s December 1-2, 2011 meeting in San Diego for final approval, it was approved unanimously for the the following agencies to host the Council’s 2012 meetings:



Page 6 of 6

A.

San Francisco-based Goodwill in April / March

B.

Oxnard-based Goodwill in September

C.

Santa Ana-based Goodwill in December

XIV.

NOMINATING COMMITTEE : The following committee composition was approved unanimously to bring forward a 2012 officer slate at the Council’s December 1-2, 2011 meeting in San Diego:

A.

David Miller – Committee Char

B.

Doug Barr

C.

Dan Rogers

XV.

MEETING RECAP & ADJOURNMENT : Mr. Rowan provided brief promotional remarks regarding the Council’s and HR Pillar’s December 1-2, 2011 meeting in San Diego, CA There being no further issues to discuss, Chairman Miller adjourned the meeting at 11:05 a.m. on

Friday, September 22, 2011.

C:\otto backup files\CCGI\Council Meetings\2011\092211\092211 meeting minutes.doc

G REATER E AST B AY


Solano Counties

O RANGE C OUNTY

R EDWOOD E MPIRE

Sonoma, Napa


Trinity Counties

S AN D IEGO C OUNTY


S AN F RANCISCO


C OUNTIES








C OUNTIES



C OUNTY

S ILICON V ALLEY

Santa Clara &



Kern, Kings &





S OUTHERN O REGON


G O O D W I I L L I I N D U S T R I I E S

®

COUNCIL MEETING



Agency Headquarters






AGENCY ISSUES / ROUNDTABLE DISCUSSIONS (V1)

With the anticipation that budget planning is behind most of us (for those agencies whose fiscal year ends December 31 st ), our roundtable discussions will focus on 2012 projections and key initiatives in the following five areas:

1) DONATIONS: a) Share what new donations activity you have projected for 2012, including any significant changes in donations strategies.

2) RETAIL: a) Highlight plans for new store openings, expansions and relocations. b) Outline your agency’s strategies or position on the use of new goods. c) Provide an overview of your agency’s approach to loss prevention.

3) WORKFORCE DEVELOPMENT: a) Spotlight changes in direction related to workforce development activities. b) Address expansion or contraction of services and related funding issues.

4) BUDGET: a) Highlight key projections for 2012, including % of increase or decrease from 2011.

5) INSURANCE: a) Share what advice you are receiving regarding 2012 healthcare and workers compensation costs and how that advice or those projections are incorporated in your planning.

C:\otto backup files\CCGI\Council Meetings\2011\120111\120111 roundtable topics prep sheet.doc


V ENTURA & S ANTA

B ARBARA C OUNTIES i n f o @ c a l i f o r n i a g o o d w i l l s . o r g ● w w w . c a l i f o r n i a g o o d wi l l s . o r g

Bakersfield

Long Beach

Los Angeles

Medford

Oakland

Oxnard

San Diego

San Jose

San Francisco

Santa Ana

Santa Cruz

Santa Rosa

Stockton

Sum

Bakersfield

Long Beach

Los Angeles

Medford

Oakland

Oxnard

San Diego

San Jose

San Francisco

Santa Ana

Santa Cruz

Santa Rosa

Stockton

Sum

Current Contracts % Change

Council of California Goodwill Industries

Planning Report for 2012

EMPLOYMENT & TRAINING

Revenue

New Contracts Total Revenue

-

-

-

-

-

-

-

-

-

-

-

-

-

% Change

$ $ $ -

Same Stores

$ -

% Change

RETAIL STORE SALES REVENUE

New Stores Number

-

-

-

-

-

-

-

-

-

-

-

-

Total Store

-

-

-

-

-

-

-

-

-

-

-

-

-

$ $ -

Expense to

Revenue

DONORS

Salvage price Donor Count % Change

-

1

Bakersfield

Long Beach

Los Angeles

Medford

Oakland

Oxnard

San Diego

San Jose

San Francisco

Santa Ana

Santa Cruz

Santa Rosa

Stockton

Sum

Bakersfield

Long Beach

Los Angeles

Medford

Oakland

Oxnard

San Diego

San Jose

San Francisco

Santa Ana

Santa Cruz

Santa Rosa

Stockton

DEFINITIONS:

Current Contracts % Change


Planning Report for 2012

CONTRACTS REVENUE

Revenue

New Contracts Total Revenue

-

-

-

-

-

-

-

-

-

-

-

-

-

% Change

$

Labor

-

Health &

Welfare

$ $ -

ALL DEPARTMENTS

Expense % Change

Utilities Occupancy

-

-

-

-

-

-

-

-

-

-

-

-

-

% Chamge = year over year change

2

Depreciation

Expense to

Revenue

DEVELOPMENT

Revenue

$

Expense to

Revenue

FINANCIAL

Expense to Expense to

All Expense Revenue (2011) Revenue (2012)

2012 PROPOSED MEETING SCHEULE

Feb 19-22 Concurrent with COE / San Antonio, TX

Mar 22-23

Jun 23-26

San Francisco, CA

Concurrent with Delegate Assembly / Miami, FL

Sep 20-21

Dec 6-7

Oxnard, CA

Santa Ana, CA

HOST AGENCY HISTORY FILE

Sep 2004 San Jose, CA

Dec 2004 Bakersfield, CA

Feb 2005 COE / New Orlean, LA

Mar 2005 Leg Days / Sacramento, CA

Jun 2005 Delegate Assembly / Appleton, WI

Sep 2005 Santa Rosa, CA

Dec 2005 Long Beach, CA


Jun 2006 Delegate Assembly / St Louis , MI

Sep 2006 San Diego, CA

Dec 2006 Oakland, CA

Feb 2007 COE / Las Vegas. NV


Jun 2007 Delegate Assembly / Pittsburg, PN

Sep 2007 Oxnard, CA

Dec 2007 San Fancisco, CA

Feb 2008 COE / Honolulu, HI

Apr 2008

Jun 2008

Leg Days / Sacramento, CA

Delegate Assembly / Washington DC

Sep 2008 Santa Ana, CA

Dec 2008 Stockton, CA

Feb 2009 COE / Santa Fe, NM

Mar 2009 Long Beach, CA

Jun 2009 Delegate Assembly / Indianapolis, IN

Sep 2009 Santa Rosa, CA

Dec 2009 San Diego, CA

Feb 2010 COE / Pasadena, CA

Apr 2010

Jun 2010

Oakland, CA

Delegate Assembly / Tacoma, WA

Sep 2010 Santa Cruz, CA

Dec 2010 Bakersfield, CA

Feb 2011 COE / Charleston, NC

Apr 2011

Jun 2011

San Jose, CA

Delegate Assembly / Rochester, NY

Sep 2011 Medford, OR

Dec 2011 San Diego, CA

HOST AGENCY RECORD

Bakersfield

Long Beach

Los Angeles

Medford,OR

Oakland

Oxnard

San Diego

San Francisco

San Jose

Santa Ana

Santa Cruz

Santa Rosa

Stockton

12/2004 & 12/2010

12/2005 & 03/2009

No host record

09/2011

12/2006 & 04/2010

09/2007

09/2006, 12/2009 & 12/2011

12/2007

09/2004 & 04/2011

09/2008

09/2010

09/2005 & 09/2009

12/2008

Bakersfield -

Long Beach -

Los Angeles -

Medford -

Oakland -

Oxnard -

San Diego -

San Francisco -

San Jose -

Santa Ana -

Santa Cruz -

Santa Rosa -

Stockton -

Sacramento -

2004

Dec

Sep

Mar

2005

Dec

Sep

Mar

BLOCK OUT DATES

State Compensation Insurance Fund Board Meetings

Apr 11-17 GII Spring Conference

GII Summer Conference

2006

Dec

Sep

Mar

2007

Sep

Dec

Mar

2008

Sep

Dec

Apr

2009 2010

Dec

Mar

COE/Feb

2011

Sep

Apr

Dec

Sep

Sep

Dec

Apr

2012

Sep

Mar

Dec


2011 Public Policy Update

December 2, 2011

Budget Update – When they passed the state budget last year, Democratic lawmakers and

Governor Jerry Brown had hoped for a $4 billion increase in tax revenue through the current fiscal year. However, the state’s Legislative Analyst’s Office (LAO) report released last month shows that revenue — a majority of which comes from income, sales and corporate taxes — will run $3.7 billion lower than the state assumed. Therefore, California faces $2 billion in automatic “trigger” spending cuts. The cuts to be implemented after the first of the year include up to $100 million each to the University of California, California State University, developmental services and in-home support for seniors and the disabled. Community college fees would increase $10 per unit and reductions would be made for childcare assistance, library grants and prisons, among other programs. The LAO's report was one of two revenue projections called for in the state budget. The next will be released December 15 th

by the

Department of Finance. The automatic spending cuts will be based on whichever report contains the higher revenue projections.

With declining tax revenue and a rocky statewide economic outlook, the state can likely expect budget shortfalls for years to come. California's general fund has dropped from $103 billion at the start of the recession in 2007 to $86 billion this year, a decline of more than 16 percent.

Lawmakers have been making billions of dollars in cuts each year to cope with plunging tax revenue. California faces a $3 billion shortfall through the remainder of the fiscal year and is expected to have $10 billion less than the state needs in the fiscal year that begins July 1, 2012, resulting in a $13 billion gap over the next 18 months.

Legislative Update - The Senate and Assembly are on Legislative recess until January 4,

2012. The Governor had until October 11 to sign or veto all legislation sent to his desk. He signed AB 155 (Calderon), the “Expanded Nexus Law”. The bill was a negotiated deal giving

Amazon about a year reprieve from the tax and time to lobby at the federal level for legislation authorizing states to require sellers to collect taxes on sales of goods to in-state purchasers without regard to the seller's location. However, if federal legislation is not enacted by July 31,

2012, then Amazon will need to begin collecting the tax on September 15, 2012.

The Governor also signed AB 289 (Cedillo), which was supported by Goodwill. AB 289 extended the sunset date on the sales tax exemption for thrift stores operated for purposes of raising funds to provide medical or social services to AIDS patients.

Finally, the Governor signed SB 734 (DeSaulnier), a last minute gut-and-amend that contained the negotiated deal to SB 776 (DeSaulnier) and was supported by Goodwill. SB 734 requires that 25 percent of funds available under Title I of the federal Workforce Investment Act (WIA) that are provided to local workforce investment boards for adults and dislocated workers be spent on workforce training programs. This minimum may be met either by spending 25 percent of those base formula funds on training or by combining a portion of the base formula funds with leveraged funds, which was requested by Goodwill. The requirement increases to

30 percent in 2016.


2011 Public Policy Update – December 2, 2011 – Page 2 of 2

Political Update - This year has been a flurry of activity on the political front; California welcomed a new Governor, replaced key legislative leaders and created new lines for

Legislative and Congressional districts. Furthermore, given the term-limited environment in

California and the adoption of the new “open primary” election process, we anticipate that there will be an almost 40% turnover of Legislators by November 2012. Therefore, it is imperative to continually educate Legislators on issues that are of key interest to Goodwill and focus on fostering relationships within the Capitol.

Health Care Reform - The California Health Benefit Exchange Board has met several times this year. The Board is empowered under California statutes to direct the Exchange for the state. If federal health care reform stays intact, California will be one of the first states to implement the important elements of reform, including a viable exchange for individuals to buy affordable insurance coverage. The Board recently adopted a resolution directing the

Exchange to move forward with a number of contracts to support its work in areas such as:

Communications, Health Plan Management and Small Business Health Options Programs. In the coming months, the Exchange will be conducting small group interview sessions across

California in conjunction with the Department of Health Care Services, the Managed Risk

Medical Insurance Board (MRMIB), leadership from the Department of Managed Health Care, the Department of Insurance and the Office of the Patient Advocate. These meetings will help inform both the Exchange and the California Health and Human Services Agency as it seeks input called for under a recently enacted statute, AB 1296.

Goodwill

2011 Legislative Update - Chaptered and Vetoed

November 28, 2011

AB 155 State Board of Equalization: administration: retailer engaged in business in this state

AB 289

AB 335

Sales and use taxes: exemption: charitable thrift stores

Workers' compensation: notices

CHAPTERED

CHAPTERED

CHAPTERED

CHAPTERED AB 554 Employment: workforce services

AB 1211

AB 1219

SB 201

Not-for-profit corporations

Credit cards: personal information

Flexible purpose corporations

State government: financial and administrative accountability

State and local workforce investment boards: funding

CHAPTERED

CHAPTERED

CHAPTERED

CHAPTERED SB 617

SB 734 CHAPTERED

VETOED AB 211 Workers' compensation: permanent disability benefits

AB 325

AB 584

Employee's right to bereavement leave

Workers' compensation: utilization review

VETOED

VETOED

AB 1310 Career technical education and workforce development

SB 931 Payroll cards

VETOED

VETOED

AB 155 ( Calderon, Charles D) State Board of Equalization: administration: retailer engaged in business in this state.

Status: 9/23/2011-Chaptered by the Secretary of State, Chapter Number 313, Statutes of 2011

Location: 9/23/2011-A. CHAPTERED

Summary:

Existing law imposes a sales tax on retailers measured by the gross receipts from the sale of tangible personal property sold at retail in this state, and a use tax on the storage, use, or other consumption in this state of tangible personal property purchased from a retailer for storage, use, or other consumption in this state, measured by sales price. That law requires every retailer engaged in business in this state, as defined, and making sales of tangible personal property for storage, use, or other consumption in this state to collect the tax from the purchaser. Existing law defines a "retailer engaged in business in this state" to include a retailer that has substantial nexus with this state and a retailer upon whom federal law permits the state to impose a use tax collection duty; a retailer entering into an agreement or agreements under which a person or persons in this state, for a commission or other consideration, directly or indirectly refer potential purchasers of tangible personal property to the retailer, whether by an Internet-based link or an Internet

Web site, or otherwise, provided that 2 specified conditions are met, including the condition that the retailer, within the preceding 12 months, has total cumulative sales of tangible personal property to purchasers in this state in excess of $500,000; and a retailer that is a member of a commonly controlled group, as defined under the Corporation Tax Law, and a member of a combined reporting group, as defined, that includes another member of the retailer's commonly controlled group that, pursuant to an agreement with or in cooperation with the retailer, performs services in this state in connection with tangible personal property to be sold by the retailer.

Position: Watch

Priority: 2

AB 211 ( Cedillo D) Workers' compensation: permanent disability benefits.

Status: 10/7/2011-Vetoed by the Governor

Location: 10/7/2011-A. VETOED

Summary:

Existing law establishes a workers' compensation system, administered by the Administrative Director of the Division of Workers' Compensation, to compensate an employee for injuries sustained in the course of his or her employment. Existing law, for injuries that cause permanent partial disability and occur on or after January 1, 2004, provides supplemental job displacement benefits in the form of a nontransferable voucher for education-related retraining or skill enhancement for an injured employee who does not return to work for the employer within 60 days of the termination of temporary disability, in accordance with a prescribed schedule based on the percentage of an injured employee's disability. Existing law provides an

1

exception for employers who meet specified criteria. This bill would provide that the above provisions shall apply to injuries occurring on or after January 1, 2004, and before January 1, 2012. This bill contains other related provisions.

Governor's Message:

I am returning Assembly Bill 211 without my signature. This bill represents an effort to improve benefits for workers by providing vouchers for those who need additional training in order to return to employment after permanently disabling injuries. I am, however, reluctant to enact piecemeal changes to the Workers'

Compensation system in the absence of more comprehensive reform that addresses both the cost and benefits under the system. Sincerely, Edmund G. Brown Jr.

Position: Watch

Priority: 2

AB 289 ( Cedillo D) Sales and use taxes: exemption: charitable thrift stores.



Summary:

The Sales and Use Tax Law imposes on retailers measured by the gross receipts from the sale in this state, or on the storage, use, or other consumption in this state of tangible personal property purchased from a retailer for storage, use, or other consumption in this state. The law provides various exemptions from this tax, including an exemption for retail items sold by thrift stores operated by nonprofit organizations, if the purpose of that thrift store is to obtain funding for medical, hospice, or social services provided to individuals with HIV or AIDS by the nonprofit organization. This exemption will be repealed January 1,

2012. This bill would extend that repeal date to January 1, 2019. This bill contains other related provisions and other existing laws.

Position: Support

Priority: 1

AB 325 ( Lowenthal, Bonnie D) Employee's right to bereavement leave.



Summary:

Existing law provides employees with the right to take time off work without discharge or discrimination for a number of reasons. This bill would prohibit an employer from refusing to grant a request by any employee to take up to 3 days of bereavement leave or to interfere with or restrain an employee from doing so. This bill would authorize an employee who has been discharged, disciplined, or discriminated against for exercising his or her right to bereavement leave to bring a civil action against his or her employer for reinstatement, specified damages, and attorney's fees. The provisions of the bill would not apply to an employee who is covered by a valid collective bargaining agreement that provides for bereavement leave and other specified working conditions.


I am returning Assembly Bill 325 without my signature. Granting bereavement leave when a close family member dies is the moral and decent thing to do and I believe that the vast majority of employers voluntarily make such an accommodation for the loss of a loved one. I am also concerned that this measure adds a more far reaching private right to sue than is contained in related statutes. Sincerely, Edmund G.

Brown Jr.

Position: Watch

Priority: 2

AB 335 ( Solorio D) Workers' compensation: notices.



Summary:

Existing law establishes a workers' compensation system, administered by the Administrative Director of the Division of Workers' Compensation, to compensate an employee for injuries sustained in the course of his or her employment. Existing law establishes, in the Department of Industrial Relations, the Commission on Health and Safety and Workers' Compensation. Existing law requires that specified notices be provided

2

to injured employees and prescribes the contents of notices that are required to be posted, given to, or mailed to an employee. Existing law provides for specified procedures to be used in notifying employees regarding benefits and required actions in pursuing a workers' compensation claim. This bill would require the administrative director, in consultation with the commission, to prescribe reasonable rules and regulations for serving certain notices on an employee. This bill would require the administrative director, in consultation with the commission, to develop, make fully accessible on the department's Internet Web site, and make available at district offices informational material written in plain language that describes the overall workers' compensation claims process. This bill would require each notice to be written in plain language and to reference the informational material to enable employees to understand the context of the notices. This bill would modify provisions required to be in, and procedures for, specified notices, and would delete a requirement for notice by certified mail, and would make conforming changes.

Position: Watch

Priority: 2

AB 554 ( Atkins D) Employment: workforce services.



Summary:

The federal Workforce Investment Act of 1998 provides for workforce investment activities, including activities in which states may participate. Existing law contains various programs for job training and employment investment, including work incentive programs, as specified. This bill would require the

California Workforce Investment Board and each local board to ensure that programs and services funded by the Workforce Investment Act of 1998 and directed to apprenticeable occupations, including preapprenticeship training, are conducted in coordination with one or more apprenticeship programs approved by the Division of Apprenticeship Standards for the occupation and geographic area. The bill would also require the California Workforce Investment Board and each local board to develop a policy of fostering collaboration between community colleges and approved apprenticeship programs in the geographic area to provide preapprenticeship training, apprenticeship training, and continuing education in apprenticeable occupations through the approved apprenticeship programs.

Position: Support

Priority: 1

AB 584 ( Fong D) Workers' compensation: utilization review.



Summary:

Existing workers' compensation law generally requires employers to secure the payment of workers' compensation, including medical treatment, for injuries incurred by their employees that arise out of, or in the course of, employment. This bill would require the psychologist to be licensed by California state law.

This bill contains other related provisions and other existing laws.


I am returning Assembly Bill 584 without my signature. This bill would require that the physician conducting utilization review of requests for medical treatment in Workers Compensation claims be licensed in California. This requirement of using only California-licensed physicians to conduct utilization review in Workers Compensation cases would be an abrupt change and inconsistent with the manner in which utilization review is conducted by health care service plans under the Knox-Keene Act and by those regulated by the California Department of Insurance. I am not convinced that establishing a separate standard for Workers Compensation utilization review makes sense. Sincerely, Edmund G. Brown Jr.

Position: Watch

Priority: 2

AB 1211 ( Silva R) Not-for-profit corporations.



Summary:

Existing law provides for the formation and operations of nonprofit corporations. Existing law provides for establishing a quorum of a board of directors to take action at a meeting and allows the articles of

3

incorporation or bylaws to require the presence of specified directors in order to constitute a quorum.

Existing law provides that the death of a director excuses requiring the presence of that director to establish a quorum. Existing law authorizes a board of directors to take action by unanimous written consent in lieu of a meeting without the consent of an interested director, as defined. This bill would instead provide that death or nonexistence of a director excuses requiring the presence of a specified director to establish a quorum. The bill would also revise the definition of an "interested director," as specified. This bill contains other related provisions and other existing laws.

Position: Watch

Priority: 2

AB 1219 ( Perea D) Credit cards: personal information.



Summary:

Existing state and federal law regulate the provision of credit and the use of credit cards. Existing state law prohibits a person, firm, partnership, association, or corporation that accepts credit cards for the transaction of business from requesting or requiring the cardholder to provide personal identification information, which is then recorded, as a condition to accepting the credit card as payment in full or in part for goods or services, but provides various exceptions to this prohibition. Existing law excepts from this prohibition the instance when the person or entity accepting the card is contractually obligated to provide personal identification information in order to complete the transaction or is obligated to collect and record the identification information by federal law. This bill would except from the prohibition described above the instance when the person or entity accepting the card uses Zip Code information for prevention of fraud, theft, or identity theft in specified retail motor fuel transactions, and would specify that state law obligations are also permissible reasons to collect and record personal information. This bill contains other related provisions.

Position: Watch

Priority: 2

AB 1310 ( Furutani D) Career technical education and workforce development.



Summary:

Existing law establishes the California Workforce Investment Board as the body responsible for assisting the Governor in the development, oversight, and continuous improvement of California's workforce investment system. Existing law also establishes the Labor and Workforce Development Agency, which consists of the Office of the Secretary of Labor and Workforce Development, the Agricultural Labor

Relations Board, the California Workforce Investment Board, the Department of Industrial Relations, and the Employment Development Department. This bill would require the Secretary of Labor and Workforce

Development, in conjunction with the California Workforce Investment Board, the Office of the Chancellor of the California Community Colleges, the State Department of Education, and the California

Postsecondary Education Commission, to develop a strategic plan, required to contain specified elements, for connecting the delivery of education and workforce development. The bill would authorize the

Secretary of Labor and Workforce Development to commence the strategic plan only upon a determination by the Director of Finance that sufficient federal funds or private donations are available to the state to fully support the activities required for development of the strategic plan.


I am returning Assembly Bill 1310 without my signature. This bill would require the Labor and Workforce

Development Agency, in conjunction with the California Workforce Investment Board, the Office of the

Chancellor of the California Community Colleges, the State Department of Education, to develop a strategic plan that connects the delivery of education and workforce development in California. Although I heartily agree with the author's goal, I don't think a new law is needed. My Senior Advisor for Jobs and

Economic Development and my Secretary of Labor are already working with educators, labor and business leaders to achieve the important objectives of this bill. I have asked them to work with the author and supporters of the bill to make sure their good ideas are acted on. Sincerely, Edmund G. Brown Jr.

Position: Watch

Priority: 2

4

SB 201 ( DeSaulnier D) Flexible purpose corporations.


Location: 10/9/2011-S. CHAPTERED

Summary:

Existing law authorizes and regulates the formation and operation of corporations and nonprofit corporations and specifies the respective purposes for which they may lawfully be formed. Existing law specifies the duties of corporate directors and the rights of shareholders. This bill would enact the

Corporate Flexibility Act of 2011 and would authorize and regulate the formation and operation of a new form of corporate entity known as a flexible purpose corporation. The bill would authorize existing corporations and other forms of business entities to merge into or convert into a flexible purpose corporation upon completion of specified requirements, including approval of the transaction by a supermajority 2/3 vote of shareholders, or a greater vote if required in the articles, as specified. The bill would also authorize a flexible purpose corporation to convert into a nonprofit corporation, a corporation, or a domestic other business entity, upon satisfaction of equivalent conditions. The bill would also provide dissenters' rights of appraisal for shareholders voting against certain transactions, as specified. The bill would specify the required and permitted contents of articles of incorporation that a flexible purpose corporation would be required to file with the Secretary of State, including the special purposes, in addition to any other lawful purpose, that the corporation shall engage in, which may include, but are not limited to, charitable and public purpose activities that could be carried out by a nonprofit public benefit corporation.

The bill would also require management and directors to specify objectives for measuring the impact of the flexible purpose corporation's efforts relating to its special purpose, and to include an analysis of those efforts in annual reports, together with specified financial statements, to shareholders and would require specified information to be made publicly available, as specified. The bill would also specify that a flexible purpose corporation is subject to many existing provisions of the Corporations Code. The bill would also make conforming changes. This bill contains other related provisions.

Position: Watch

Priority: 1

SB 617 ( Calderon D) State government: financial and administrative accountability.



Summary:

The Administrative Procedure Act governs the procedures for the adoption, amendment, or repeal of regulations by state agencies and for the review of those regulatory actions by the Office of Administrative

Law. Existing law establishes procedures for notifying interested persons of the proposed adoption, amendment, or repeal of a regulation. Existing law establishes procedures a state agency is required to use to make a determination of whether a proposed administrative regulation or proposed amendment to an administrative regulation has the potential for significant, statewide adverse economic impact directly affecting California business enterprises. This bill would revise various provisions of the act with respect to the duties of the Office of Administrative Law and state agencies in the adoption, amendment, or repeal of regulations. The bill would also require each state agency to prepare a standardized regulatory impact analysis, as specified, with respect to the adoption, amendment, or repeal of a major regulation, as defined, that is proposed on or after November 1, 2013. The bill would require that the agency submit the analysis to the Department of Finance for review and comments, as specified, which would be required to be included with the notice of proposed action. This bill contains other related provisions and other existing laws.

Position: Support

Priority: 2

SB 734 ( DeSaulnier D) State and local workforce investment boards: funding.



Summary:

The federal Workforce Investment Act of 1998 provides for workforce investment activities, including activities in which states may participate. Existing law establishes the California Workforce Investment

Board (CWIB), and specifies that the CWIB is responsible for assisting the Governor in the development, oversight, and continuous improvement of California's workforce investment system. Existing law contains various programs for job training and employment investment, including work incentive programs, as

5

specified, and establishes local workforce investment boards to perform various duties related to the implementation and coordination of local workforce investment activities. This bill would require local workforce investment boards to spend a certain percentage of available federal funds for adults and dislocated workers on workforce training programs in a manner consistent with federal law, as prescribed, and would allow the boards to leverage specified funds to meet the funding requirements, as specified. This bill contains other related provisions and other existing laws.

Position: Support

Priority: 1

SB 931 ( Evans D) Payroll cards.


Location: 10/10/2011-S. VETOED

Summary:

Existing law prohibits an employer from issuing in payment of wages due certain instruments, including an order, check, draft, note, memorandum, scrip, coupon, card, or other acknowledgment of indebtedness or redeemable instrument, unless specified requirements are satisfied. This bill would authorize an employer to pay an employee's wages by means of a payroll card, as defined, provided that specified requirements are satisfied. In addition, the bill would make a violation of its provisions a misdemeanor and would subject a violator to specified civil penalties. By creating new crimes, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws.


I am returning Senate Bill 931 without my signature. Pay cards provide workers without bank accounts a way of avoiding high check cashing fees. They are now used by thousands of California employees and employers. This bill seeks to contain costs for workers who choose to accept pay cards, a goal with which I agree. Unfortunately, this bill goes too far. It would impose numerous and costly new requirements on pay card providers. A likely result of these mandates is that banks and employers may simply stop offering this service, injuring the very workers this bill aims to protect. I strongly believe that reasonable protections are needed for those who use pay cards. I will work with the bill's proponents and the financial institutions to forge a better solution that I can sign into law. Sincerely, Edmund G. Brown Jr.

Position: Watch

Priority: 1

6

Goodwill

2011-12 Legislative Update

November 28, 2011

Priority 1

AB 350 ( Solorio D) Displaced Janitor Opportunity Act.

Last Amended: 9/2/2011

Status: 9/10/2011-Read third time. Refused passage. (Ayes 17. Noes 18. Page 2488.).

Location: 9/6/2011-S. THIRD READING

Summary:

Existing law, the Displaced Janitor Opportunity Act, requires contractors and subcontractors, that are awarded contracts or subcontracts by an awarding authority to provide janitorial or building maintenance services at a particular job site or sites, to retain, for a period of 60 days, certain employees who were employed at that site by the previous contractor or subcontractor. The act requires the successor contractors and subcontractors to offer continued employment to those employees retained for the 60-day period if their performance during that 60-day period is satisfactory. The act authorizes an employee who was not offered employment or who has been discharged in violation of these provisions by a successor contractor or successor subcontractor, or an agent of the employee, to bring an action against a successor contractor or successor subcontractor in any superior court of the state having jurisdiction over the successor contractor or successor subcontractor, as specified. This bill would rename the act the Displaced

Property Service Employee Opportunity Act and make the provisions of the act applicable to property services, which would consist of licensed security, as defined, window cleaning, food cafeteria and dietary services, janitorial services, andbuilding maintenance services. This bill would exclude from the definitions of "contractor" and

"subcontractor" specified types of food service providers. The bill also would make conforming changes.

Position: Oppose_Unless_Amended

Priority: 1

AB 1294 ( Furutani D) Juvenile reentry programs.


Status: 5/28/2011-Failed Deadline pursuant to Rule 61(a)(5). (Last location was APPR. on 5/27/2011)

Location: 5/28/2011-A. 2 YEAR

Summary:

Existing law generally regulates juvenile offenders, including provisions pertaining to juveniles under the jurisdiction of county probation departments. This bill would, to the extent funding is appropriated for its purposes, require that not more than 45 days before a youth is scheduled to be released from a facility or program operated by a county juvenile probation department, that department shall determine whether the youth is eligible for one or more community reentry programs, as specified. The bill would provide that upon a determination of eligibility, the county probation department would,

1

not less than 20 days before release, coordinate an evaluation for enrollment and actual enrollment of the youth into a community reentry program. The bill would establish the minimum level of services to be provided by the community reentry programs. F By imposing additional burdens on local governments, this bill would impose a statemandated local program. This bill contains other related provisions and other existing laws.

Position: Support

Priority: 1

SB 776 ( DeSaulnier D) State and local workforce investment boards: funding.


Status: 8/26/2011-Failed Deadline pursuant to Rule 61(a)(11). (Last location was APPR.

SUSPENSE FILE on 8/18/2011)

Location: 8/26/2011-S. 2 YEAR

Summary:

The federal Workforce Investment Act of 1998 provides for workforce investment activities, including activities in which states may participate. Existing law establishes the

California Workforce Investment Board (CWIB), and specifies that the CWIB is responsible for assisting the Governor in the development, oversight, and continuous improvement of California's workforce investment system. Existing law contains various programs for job training and employment investment, including work incentive programs, as specified, and establishes local workforce investment boards to perform various duties related to the implementation and coordination of local workforce investment activities. This bill would require local workforce investment boards to spend a certain percentage of available federal funds for adults and dislocated workers on workforce training programs in a manner consistent with federal law, as prescribed. This bill contains other related provisions and other existing laws.

Position: Support as amended

Priority: 1

Priority 2

AB 10 ( Alejo D) Minimum wage: annual adjustment.




Summary:

Existing law requires that, on and after January 1, 2008, the minimum wage for all industries be not less than $8.00 per hour. This bill would increase the minimum wage, as of January 1, 2012, to not less than $8.50 per hour. This bill contains other related provisions.

Position: Watch

Priority: 2

2

AB 15 ( V. Manuel Pérez D) Workforce development: California Renewable

Energy Workforce Readiness Initiative: local workforce investment boards.

Status: 5/10/2011-Failed Deadline pursuant to Rule 61(a)(2). (Last location was L. & E. on 1/24/2011)


Summary:

Existing law, the California Workforce Investment Act, establishes the California

Workforce Investment Board (CWIB), which is the body responsible for assisting the

Governor in the development, oversight, and continuous improvement of California's workforce investment system, and prescribes the functions and duties of the board with regard to the implementation and administration of workforce training and development programs. Existing law establishes the Green Collar Jobs Council (GCJC) as a special committee in the CWIB, comprised of specified members, to assist in providing workforce development and job training relating to green collar jobs. This bill would require the CWIB, by July 1, 2012, in consultation with the Green Collar Jobs Council

(GCJC), to establish the California Renewable Energy Workforce Readiness Initiative to ensure green collar career placement and advancement opportunities within California's renewable energy generation, manufacturing, construction, installation, maintenance, and operation sectors that is targeted toward specified populations.

Position: Watch

Priority: 2

AB 59 ( Swanson D) Family and medical leave.



Summary:

Existing law, the Moore-Brown-Roberti Family Rights Act, makes it an unlawful employment practice for an employer, as defined, to refuse to grant a request by an eligible employee to take up to 12 workweeks of unpaid protected leave during any 12month period (1) to bond with a child who was born to, adopted by, or placed for foster care with, the employee, (2) to care for the employee's parent, spouse, or child who has a serious health condition, as defined, or (3) because the employee is suffering from a serious health condition rendering him or her unable to perform the functions of the job.

Under the act, "child" means a biological, adopted, foster, or stepchild, a legal ward, or a child of a person standing in loco parentis, who is either under 18 years of age or an adult dependent child. The act defines "parent" to mean the employee's biological, foster, or adoptive parent, stepparent, legal guardian, or other person who stood in loco parentis to the employee when the employee was a child.

Position: Watch

Priority: 2

3

AB 153 ( Skinner D) State Board of Equalization: administration: retailer engaged in business in this state.


Status: 7/8/2011-Failed Deadline pursuant to Rule 61(a)(10). (Last location was G. & F. on 6/27/2011)


Summary:

The Sales and Use Tax Law imposes a tax on retailers measured by the gross receipts from the sale of tangible personal property sold at retail in this state, or on the storage, use, or other consumption in this state of tangible personal property purchased from a retailer for storage, use, or other consumption in this state, measured by sales price. That law defines a "retailer engaged in business in this state" to include retailers that engage in specified activities in this state and requires every retailer engaged in business in this state and making sales of tangible personal property for storage, use, or other consumption in this state to register with the State Board of Equalization and to collect the tax from the purchaser and remit it to the board.

Position: Watch

Priority: 2

AB 254 ( Beall D) Developmental services: Employment First Policy.

Status: 5/10/2011-Failed Deadline pursuant to Rule 61(a)(2). (Last location was HUM.

S. on 2/18/2011)


Summary:

The Lanterman Developmental Disabilities Services Act authorizes the State Department of Developmental Services to contract with regional centers to provide support and services to individuals with developmental disabilities. The services and supports to be provided to a regional center consumer are contained in an individual program plan (IPP), developed in accordance with prescribed requirements. This bill would require the regional center, when developing an individual program plan for a transition age youth or working age adult, to be guided by the Employment First Policy. The bill also, beginning when a consumer is 14 years of age, would require the planning team to discuss schoolto-work opportunities during individual program plan meetings and to inform the consumer, parent, legal guardian, or conservator that the regional center is available, upon request, to participate in the consumer's individualized education plan meetings to discuss transition planning. The bill would require the planning team, as part of the individual program plan process for working age adults, to address integrated employment opportunities, while respecting the consumer's right to choose. This bill contains other existing laws.

Position: Watch

Priority: 2

AB 298 ( Brownley D) Recycling: reusable bags.

4


Status: 7/8/2011-Failed Deadline pursuant to Rule 61(a)(10). (Last location was E.Q. on

5/12/2011)


Summary:

Existing law, part of the California Integrated Waste Management Act of 1989, as administered by the Department of Resources Recycling and Recovery, requires an operator of a store, as defined, to establish an at-store recycling program that provides customers the opportunity to return clean plastic carryout bags to that store and to make reusable bags available to customers. A violation of these requirements is subject to civil liability penalties imposed by a local agency or the state. These requirements are repealed on January 1, 2013. This bill would prohibit a manufacturer from selling or distributing a reusable bag, as defined, in this state if the bag is designed or intended to be sold or distributed to a store's customers, unless the guidelines for the cleaning and disinfection of the bag are printed on the bag or on a tag attached to the bag.

Position: Watch

Priority: 2

AB 326 ( Cedillo D) Counterfeit marks.

Status: 5/13/2011-Failed Deadline pursuant to Rule 61(a)(3). (Last location was PUB. S. on 3/3/2011)


Summary:

Any person who willfully manufactures, intentionally sells, or knowingly possesses for sale any counterfeit mark registered with the Secretary of State or registered on the

Principal Register of the United States Patent and Trademark Office is guilty of a felony, punishable, upon conviction, by a fine, or imprisonment, or both, as specified. In any action brought pursuant to this provision, existing law authorizes, upon request of any law enforcement agency and consent from the specific registrants, the court to consider a motion to have goods, articles, or other matter bearing the marks, and other devices that were used in connection with that crime, excluding certain recordings or audiovisual works, donated to a nonprofit organization for the purpose of distributing the goods to persons living in poverty at no charge to the persons served by the organization. For purposes of these provisions, a person includes a business entity.

Position: Watch

Priority: 2

AB 391 ( Pan D) Energy: renewable energy resources: local publicly owned electric utility.


Status: 9/9/2011-Withdrawn from committee. (Ayes 24. Noes 15. Page 2445.) Ordered to third reading. Ordered to inactive file at the request of Senator Steinberg.

Location: 9/9/2011-S. INACTIVE FILE

5

Summary:

Existing law creates the California renewables portfolio standard program (RPS program) and the Renewable Energy Resources Program to increase the amount of electricity generated per year from eligible renewable energy resources, as defined. This bill would, instead, authorize rules permitting the local utility to apply excess procurement in one compliance period to subsequent compliance periods in the same manner as allowed for retail sellers, with certain specified exceptions. This bill contains other existing laws.

Position: Watch

Priority: 2

AB 400 ( Ma D) Employment: paid sick days.



Summary:

Existing law authorizes employers to provide their employees paid sick leave. This bill would provide that an employee who works in California for 7 or more days in a calendar year is entitled to paid sick days, as defined, which shall be accrued at a rate of no less than one hour for every 30 hours worked. An employee would be entitled to use accrued sick days beginning on the 90th calendar day of employment. The bill would require employers to provide paid sick days, upon the request of the employee, for diagnosis, care, or treatment of health conditions of the employee or an employee's family member, or for leave related to domestic violence or sexual assault. An employer would be prohibited from discriminating or retaliating against an employee who requests paid sick days. The bill would require employers to satisfy specified posting and notice and recordkeeping requirements. The bill would also make conforming changes. This bill contains other related provisions.

Position: Watch

Priority: 2

AB 508 ( Swanson D) Displaced public transit, solid waste handling, and recycling services employees.



Summary:

Existing law requires a local government agency letting a public transit service contract out to bid to give a bidding preference for contractors and subcontractors who agree to retain, for a period of at least 90 days, certain employees who were employed to perform essentially the same services by the previous contractor or subcontractor. Under this law, contractors or subcontractors who agree to retain employees must offer employment to those employees except for reasonable and substantiated cause. Additionally, the law provides that if a successor contractor or subcontractor determines that fewer employees are needed than under the prior contract, qualified employees must be retained by

6

seniority within the job classification. Further, the existing contractor, when required by the awarding authority, must provide employment information relating to wage rates, benefits, dates of hire, and job classifications of employees under the existing service contract to the awarding authority or a successor contractor. This bill would add employees of solid waste handling and recycling contractors and subcontractors to those provisions. By requiring local agencies to give a bidding preference to such contractors and subcontractors, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws.

Position: Watch

Priority: 2

AB 549 ( Carter D) Recycling: electronic waste.


6/2/2011)


Summary:

Existing law, the Electronic Waste Recycling Act of 2003, requires a retailer selling a covered electronic device in this state to collect a covered electronic waste recycling fee from the consumer, as specified. These fees are deposited in the Electronic Waste

Recovery and Recycling Account, and the Department of Resources Recycling and

Recovery (CalRecycle) is continuously appropriated the money in the account to, among other things, make electronic waste recovery payments and recycling payments.

CalRecycle is authorized to make these payments only if certain conditions are met.

CalRecycle is required to make these payments to an authorized collector or covered electronic waste recycler upon receipt of a completed and verified invoice submitted to

CalRecycle in the form and manner determined by CalRecycle.

Position: Watch

Priority: 2

AB 583 ( Knight R) Electronic waste: administration.

Status: 5/10/2011-Failed Deadline pursuant to Rule 61(a)(2). (Last location was E.S. &

T.M. on 3/3/2011)


Summary:

Under existing law, the Electronic Waste Recycling Act of 2003 requires a retailer selling a covered electronic device in this state to collect an electronic waste recycling fee and to transmit the fee to the Department of Resources Recycling and Recovery (CalRecycle).

Existing law provides for the administration of the act by both CalRecycle and the

Department of Toxic Substances Control (DTSC) and imposes specified duties upon the

DTSC with regard to providing notice of exports and the inspection of e-waste recycling facilities. Existing law requires CalRecycle and the DTSC to deposit the fees and fines collected under the act in the Electronic Waste Recovery and Recycling Account and authorizes CalRecycle and the DTSC to expend the moneys deposited in the account, upon appropriation by the Legislature, to administer the act and other provisions

7

regulating covered electronic devices. Existing law incorporates the provisions of the act into the hazardous waste control laws. This bill would transfer the duties, powers, and authority of the DTSC under the act to CalRecycle and would require the employees of the DTSC who are serving in the state civil service for purposes of carrying out the duties, powers, purposes, and responsibilities of the DTSC under the act to be transferred to CalRecycle, except with regard to the identification of those devices that are hazardous waste. The bill would delete the provision authorizing the enforcement of the act under the hazardous waste control laws and would make conforming changes with regard to the transfer of this authority. This bill contains other existing laws.

Position: Watch

Priority: 2

AB 704 ( Ma D) Secondhand goods.


Status: 5/10/2011-Failed Deadline pursuant to Rule 61(a)(2). (Last location was B.,P. &

C.P. on 4/4/2011)


Summary:

Existing law provides for the regulation of secondhand dealers, as defined, and makes it unlawful for a person to engage in the business of a secondhand dealer without a license issued by the chief of police, the sheriff, or, where appropriate, the police commission.

Existing law makes it a crime, punishable by specified fines or imprisonment, or both, if a person knowingly violates the provisions regulating secondhand dealers. Existing law authorizes the district attorney or the Attorney General to bring an action to enjoin a violation or threatened violation of the provisions regulating secondhand dealers. This bill would require a person conducting business as a secondhand dealer to provide a valid secondhand dealer's license to any peace officer upon demand. This bill contains other related provisions and other existing laws.

Position: Watch

Priority: 2

AB 804 ( Yamada D) Unemployment compensation: disability benefits: paid family leave.




Summary:

Under existing law, the family temporary disability insurance program provides up to 6 weeks of wage replacement benefits to workers who take time off work to care for a seriously ill child, spouse, parent, domestic partner, or to bond with a minor child within one year of the birth or placement of the child in connection with foster care or adoption.

These benefits are payable for family temporary disability leaves that begin on and after

July 1, 2004. This bill would expand the scope of the family temporary disability

8

program to include time off to care for a seriously ill grandparent, grandchild, sibling, or parent-in-law, as defined. The bill would make conforming and clarifying changes in provisions relating to family temporary disability compensation. This bill contains other related provisions and other existing laws.

Position: Watch

Priority: 2

AB 830 ( Olsen R) Employment: flexible work schedules.


Status: 6/20/2011-From committee without further action pursuant to Joint Rule 62(a).


Summary:

Existing law, with certain exceptions, establishes 8 hours as a day's work and a 40-hour workweek, and requires payment of prescribed overtime compensation for additional hours worked. Existing law authorizes the adoption by 2/3 of employees in a work unit of alternative workweek schedules providing for workdays no longer than 10 hours within a

40-hour workweek. This bill would permit an individual nonexempt employee to request an employee-selected flexible work schedule providing for workdays up to 10 hours per day within a 40-hour workweek, and would allow an employer to implement this schedule without the obligation to pay overtime compensation for those additional hours in a workday. The bill would require the Division of Labor Standards Enforcement in the

Department of Industrial Relations to enforce this provision and adopt regulations.

Position: Watch

Priority: 2

AB 1185 ( Torres D) California Environmental Quality Act: retail facilities: project review.


Status: 5/10/2011-Failed Deadline pursuant to Rule 61(a)(2). (Last location was NAT.

RES. on 4/27/2011)


Summary:

This bill would, until January 1, 2015, exempt from those CEQA requirements a project proposed by a person that employs less than 500 employees, in total, and that consists of the alteration of a vacant retail structure that existed prior to January 1, 2008, is not more than 60,000 square feet in area, and meets specified requirements. (2) CEQA also requires the lead agency to call at least one scoping meeting for a project of statewide, regional, or areawide significance. CEQA requires the lead agency to provide to specified entities, including a city or county that borders the city or county within which the project is located, a responsible agency, a public agency with jurisdiction by law with respect to the project, and a transportation planning agency or public agency required to be consulted, a notice of at least one scoping meeting. This bill contains other related provisions and other existing laws.

9

Position: Support

Priority: 2

AB 1315 ( Furutani D) Education: Gateway Centers.


Status: 5/28/2011-Failed Deadline pursuant to Rule 61(a)(5). (Last location was APPR.

SUSPENSE FILE on 5/27/2011)


Summary:

Existing law provides that certain agencies and educational entities are to make various reports or certifications or to submit information to specified entities or agencies. These reports, certifications, and submittals encompass numerous areas of the Education Code.

This bill would create the Gateway Council comprised of the Superintendent of Public

Instruction, the Chancellor of the California Community Colleges, and the Secretary of

Labor and Workforce Development, or their designees. This bill contains other related provisions.

Position: Watch

Priority: 2

ABX1 11 ( V. Manuel Pérez D) Economic development: enterprise zones: targeted employment areas.

Status: 9/12/2011-Died at Desk.

Location: 9/12/2011-A. DEAD

Summary:

The Enterprise Zone Act provides that its purpose is to stimulate business and industrial growth in the depressed areas of the state by relaxing regulatory controls that impede private investment. The act defines a targeted employment area as an area composed solely of those census tracts in which at least 51% of the residents of those census tracts, determined as specified, are of low- or moderate-income levels. This bill would modify the definition of a targeted employment area, as specified. This bill contains other related provisions and other existing laws.

Position: Watch

Priority: 2

SB 129 ( Leno D) Medical marijuana: qualified patients and primary caregivers: employment discrimination.

Status: 6/3/2011-Failed Deadline pursuant to Rule 61(a)(8). (Last location was

INACTIVE FILE on 6/2/2011)


Summary:

Existing law, the Compassionate Use Act of 1996, provides that a patient or a patient's primary caregiver who possesses or cultivates marijuana for personal medical purposes of the patient upon the written or oral recommendation or approval of a physician is not subject to conviction for offenses relating to possession and cultivation of marijuana.

10

This bill, notwithstanding existing law, would declare it unlawful for an employer to discriminate against a person in hiring, termination, or any term or condition of employment or otherwise penalize a person, if the discrimination is based upon the person's status as a qualified patient or a positive drug test for marijuana, except as specified. The bill would authorize a person who has suffered discrimination in violation of the bill to institute and prosecute a civil action for damages, injunctive relief, reasonable attorney's fees and costs, any other appropriate equitable relief, as specified, and any other relief the court may deem proper. The bill would not prohibit an employer from terminating the employment of, or taking other corrective action against, an employee who is impaired on the property or premises of the place of employment, or during the hours of employment, because of the medical use of marijuana. This bill contains other existing laws.

Position: Watch

Priority: 2

SB 367 ( Dutton R) Employment: working hours.

Status: 5/13/2011-Failed Deadline pursuant to Rule 61(a)(3). (Last location was L. &

I.R. on 2/24/2011)


Summary:

Existing law, with certain exceptions, establishes 8 hours as a day's work and a 40-hour workweek, and requires payment of prescribed overtime compensation for additional hours worked. Existing law authorizes the adoption by 2/3 of employees in a work unit of alternative workweek schedules providing for workdays no longer than 10 hours within a

40-hour workweek. Under existing law, any person who violates the provisions regulating work hours is guilty of a misdemeanor. This bill would permit an individual nonexempt employee employed by an employer with 25 or less employees to request an employee-selected flexible work schedule providing for workdays up to 10 hours per day within a 40-hour workweek, and would allow the employer to implement this schedule without any obligation to pay overtime compensation. The bill would require the

Division of Labor Standards Enforcement in the Department of Industrial Relations to enforce this provision and adopt regulations.

Position: Watch

Priority: 2

SB 378 ( Dutton R) Employment: alternative workweek schedules.

Status: 5/13/2011-Failed Deadline pursuant to Rule 61(a)(3). (Last location was L. &

I.R. on 2/24/2011)


Summary:

Existing law authorizes an employer to propose an alternative workweek schedule, that authorizes work for the affected employees for no longer than 10 hours a day within a 40hour workweek without the requirement to pay overtime wages, that may be either a single, standard work schedule or part of a menu of work schedule options offered to the

11

employees. Under existing law, approval by secret ballot election of at least 2/3 of the affected employees in a readily identifiable work unit is required for adoption of an alternative workweek schedule. Existing law requires the employer to pay overtime compensation to employees who work more than their regularly scheduled hours under the alternative workweek and to make reasonable accommodations to find a work schedule that does not exceed 8 hours per day for employees who were eligible to vote in the election but are unable to work the alternative workweek hours.

Position: Watch

Priority: 2

SB 382 ( Liu D) Developmental services: regional centers: complaints.


Status: 7/8/2011-Failed Deadline pursuant to Rule 61(a)(10). (Last location was HUM.

S. on 6/9/2011)


Summary:

The Lanterman Developmental Disabilities Services Act authorizes the State Department of Developmental Services to contract with regional centers to provide services and supports to individuals with developmental disabilities. That law authorizes the department to enter into 5-year contracts with regional centers, subject to an annual appropriation of funds by the Legislature. The act requires the contracts to specify that each regional center include annual performance objectives that will meet certain standards and allows the department to specify additional areas of support that require development or enhancement. The act requires corrective action if a regional center fails to meet the performance standards. This bill would authorize the department to specify additional areas of support requiring development or enhancement, as specified. This bill contains other related provisions and other existing laws.

Position: Watch

Priority: 2

SB 620 ( Correa D) California Environmental Quality Act: retail facilities: project review.


3/3/2011)


Summary:

The California Environmental Quality Act (CEQA) requires a lead agency to prepare, or cause to be prepared, and certify the completion of, an environmental impact report on a project, as defined, that it proposes to carry out or approve that may have a significant effect on the environment, as defined, or to adopt a negative declaration if it finds that the project will not have that effect. This bill would, until January 1, 2015, exempt from those CEQA requirements a project that consists of the alteration of a vacant retail structure that existed prior to January 1, 2009, is not more than 120,000 square feet in

12

area, and that meets specified requirements. This bill contains other related provisions and other existing laws.

Position: Support

Priority: 2

SB 761 ( Lowenthal D) Computer spyware.




Summary:

Existing law, the Consumer Protection Against Computer Spyware Act, prohibits a person or entity other than the authorized user of computer software from, with actual knowledge, conscious avoidance of actual knowledge, or willfully, causing computer software to be copied onto the computer of a consumer in this state and using the software to (1) take control of the computer, as specified, (2) modify certain settings relating to the computer's access to or use of the Internet, as specified, (3) collect, through intentionally deceptive means, personally identifiable information, as defined, (4) prevent, without authorization, an authorized user's reasonable efforts to block the installation of or disabling of software, as specified, (5) intentionally misrepresent that the software will be uninstalled or disabled by an authorized user's action, or (6) through intentionally deceptive means, remove, disable, or render inoperative security, antispyware, or antivirus software installed on the computer. This bill would, no later than July 1, 2012, require the Attorney General, in consultation with the Office of

Privacy Protection, to adopt regulations that would require a covered entity, defined as a person or entity doing business in California that collects, uses, or stores online data containing covered information from a consumer in this state, to provide a consumer in

California with a method to opt out of that collection, use, and storage of such information.

Position: Watch

Priority: 2

SB 810 ( Leno D) Single-payer health care coverage.




Summary:

Existing law does not provide a system of universal health care coverage for California residents. Existing law provides for the creation of various programs to provide health care services to persons who have limited incomes and meet various eligibility requirements. These programs include the Healthy Families Program administered by the

Managed Risk Medical Insurance Board, and the Medi-Cal program administered by the

State Department of Health Care Services. Existing law provides for the regulation of

13

health care service plans by the Department of Managed Health Care and health insurers by the Department of Insurance. Existing law establishes the California Health Benefit

Exchange to facilitate the purchase of qualified health plans through the Exchange by qualified individuals and small employers by January, 1, 2014.

Position: Watch

Priority: 2

SB 915 ( Calderon D) Recycling: plastic bags.



4/7/2011)


Summary:

Existing law requires an operator of a store, as defined, to establish an at-store recycling program that provides to customers the opportunity to return clean plastic carryout bags to that store. This requirement is repealed on January 1, 2013. Existing law prohibits a city, county, or other local public agency from taking specified regulatory actions with regard to the recycling of plastic carryout bags. This bill would require plastic bag use to be reduced by an unspecified percent by an unspecified year. The bill also would establish a mandatory level of recycled content in plastic bags according to a specified schedule. The bill would require the Department of Resources Recycling and Recovery to establish a working group of stakeholders to develop strategies for increasing the recycling of plastic bags and develop suggestions for funding increased consumer awareness .

Position: Watch

Priority: 2

14

Balance Sheet Analysis

Unrestricted and Restricted Net Worth through September 2011 Unrestricted and Restricted Net Worth through September 2010

Assets and Unrestricted Ratios (A)

Total Current

Assets

Total Long-

Term Assets and Other

Total

Unrestricted

Assets

Total

Restricted

Assets

All Funds Total

Assets

Current

(Liquidity)

Ratio

Long Term

Debt to Total

Asset Ratio

Net Worth

Ratio

Total Current

Assets

Total Long-

Term Assets and Other

Total

Unrestricted

Assets

Total

Restricted

Assets

All Funds Total

Assets

Current

(Liquidity)

Ratio

Long Term

Debt to Total

Asset Ratio

Net Worth

Ratio

Liabilities and Net Worth

Bakersfield, CA

Long Beach, CA

Los Angeles, CA

Medford, OR

Oakland, CA

Oxnard, CA

Sacramento, CA

San Diego, CA

San Francisco, CA

San Jose, CA

Santa Ana, CA

Santa Cruz, CA

Santa Rosa, CA

Stockton, CA

L

A

L

A

L

A

L

A

A

L

L

A

L

L

A

(L)

A

L

A

L

A

L

L

A

A

L

A

A

L

Total Current

Liabilities

$921,513

Total Long-

Term

Liabilities

$6,564,050

Total

Unrestricted

Liabilities

$7,485,562

$936,269

$11,986,939

$6,510,183

$4,950,774

$7,446,451

$16,937,713

$1,751,074

$3,812,890

$2,493,583

$7,452,989

$2,573,167

$3,774,280

$1,702,279

$22,525,644

$5,143,322

$8,136,385

$1,052,255

$20,693,671

$14,931,666

$2,794,639

$870,270

$11,618,248

$2,929,946

$3,149,745

$700,125

$5,624,463

$1,663,501

$4,102,890

$755,774

$4,674,123

$1,469,351

$5,889,000

$15,537,704

$17,357

$14,936,893

$571,185

$14,473,365

$4,349,145

$25,901,797

$17,771,469

$12,423,775

$26,447

$31,547,100

$1,404,630

$5,000,228

$3,218,936

$10,402,880

$0

$4,917,869

$699

$9,560,440

$4,270,000

$6,337,407

$4,152,887

$10,500,928

$4,918,367

$7,640,074

$19,350,594

$2,510,940

$22,389,882

$3,144,352

$18,247,645

$6,051,424

$48,427,441

$22,914,791

$20,560,160

$1,078,702

$52,240,771

$16,336,296

$7,794,867

$4,089,206

$22,021,128

$2,929,946

$8,067,614

$700,824

$15,184,903

$5,933,501

$10,440,297

$4,908,661

$15,175,051

$6,387,718

Total

Restricted

Liabilities

$0

All Funds Total

Liabilities

Total

Unrestricted

Net Worth

Total

Restricted Net

Worth

All Funds Total

Net Worth

$7,485,562 0.98

0.87

0.01

$0

$0

$7,446,451

$16,937,713

$39,111

11.39

$0

0.00

$39,111

0.94

Total Current

Liabilities

$1,711,922

Total Long-

Term

Liabilities

$7,084,777

Total

Unrestricted

Liabilities

$8,796,699

$863,120

$11,594,102

$6,704,164

$4,286,453

$7,567,285

$15,880,555

$0

$25,182,555

$0

$860,729

$860,729

$784,339

$0

$1,593,814

$0

$542,123

$0

$5,089,050

$0

$4,248

$1,165

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$7,640,074

$44,533,149

$2,510,940

$23,250,611

$4,005,081

$19,031,983

$6,051,424

$50,021,255

$22,914,791

$21,102,283

$1,078,702

$57,329,821

$16,336,296

$7,799,116

$4,090,371

$22,021,128

$2,929,946

$8,067,614

$700,824

$15,184,903

$5,933,501

$10,440,297

$4,908,661

$15,175,051

$6,387,718

$7,544,829

1.53

$16,839,654

2.90

$19,245,530

2.22

$12,196,221

4.38

$25,512,650

4.89

$15,859,011

1.39

$35,904,475

3.21

$3,705,662

3.97

$19,091,182

4.50

$7,366,789

3.21

$14,626,659

5.43

$5,531,636

3.18

$8,787,333

$0

0.00

$25,182,555

0.03

$0

0.24

$784,339

0.37

$1,593,814

0.21

$0

0.03

$5,089,050

0.41

$3,083

0.00

$0

0.00

$0

0.39

$542,123

0.40

$0

0.32

$0

$7,544,829

0.87

$42,022,209

0.86

$19,245,530

0.67

$12,980,560

0.53

$27,106,464

0.71

$15,859,011

0.69

$40,993,525

0.48

$3,708,744

0.87

$19,091,182

0.91

$7,366,789

0.50

$15,168,782

0.53

$5,531,636

0.58

$8,787,333

$1,822,944

$3,029,088

$2,027,958

$6,690,924

$1,868,190

$3,183,377

$1,712,386

$15,955,665

$5,633,955

$8,383,863

$967,948

$15,142,991

$12,333,527

$2,295,024

$685,894

$11,191,718

$3,242,757

$2,953,670

$473,784

$5,988,687

$1,014,501

$3,356,978

$845,382

$5,233,304

$1,557,413

$3,648,391

$18,629,620

$17,357

$15,143,677

$699,855

$13,212,704

$4,144,885

$30,608,190

$18,158,552

$9,515,032

$26,447

$26,081,031

$1,871,215

$5,107,212

$3,476,647

$10,237,370

$864,000

$4,810,606

$1,273,567

$6,780,036

$4,500,000

$5,741,745

$4,234,404

$10,412,703

$5,108,951

$5,471,335

$21,658,708

$2,045,315

$21,834,601

$2,568,045

$16,396,081

$5,857,270

$46,563,855

$23,792,507

$17,898,895

$994,395

$41,224,022

$14,204,742

$7,402,236

$4,162,542

$21,429,088

$4,106,757

$7,764,276

$1,747,350

$12,768,723

$5,514,501

$9,098,723

$5,079,786

$15,646,007

$6,666,364

Total

Restricted

Liabilities

$0

All Funds Total

Liabilities

Total

Unrestricted

Net Worth

Total

Restricted Net

Worth

All Funds Total

Net Worth

$8,796,699 1.98

0.76

0.14

$0

$0

$7,567,285

$15,880,555

$1,229,414

11.98

$0

0.00

$1,229,414

0.94

$5,471,335

$40,674,557

$2,045,315

$22,874,649

$3,608,093

$17,178,238

$5,857,270

$48,697,112

$23,792,507

$18,762,499

$994,395

$46,317,423

$14,204,742

$7,453,176

$4,172,657

$21,429,088

$4,106,757

$7,764,276

$1,747,350

$12,768,723

$5,514,501

$9,098,723

$5,079,786

$15,646,007

$6,666,364

$0

$19,015,849

$0

$1,040,048

$1,040,048

$782,157

$0

$2,133,257

$0

$863,604

$0

$5,093,401

$0

$50,940

$10,116

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$7,297,388

1.49

$19,613,393

3.58

$19,266,556

1.86

$10,538,811

2.83

$22,771,348

8.26

$14,886,160

1.23

$27,019,280

3.35

$3,239,694

3.45

$17,322,331

6.23

$6,016,926

3.29

$12,384,394

3.97

$4,018,937

3.36

$8,979,643

$0

0.00

$19,015,849

0.03

$0

0.25

$782,157

0.39

$2,133,257

0.25

$0

0.05

$5,093,401

0.47

$40,825

0.04

$0

0.16

$0

0.29

$863,604

0.47

$0

0.33

$0

$7,297,388

0.91

$38,629,242

0.88

$19,266,556

0.64

$11,320,967

0.49

$24,904,605

0.69

$14,886,160

0.66

$32,112,681

0.44

$3,280,519

0.81

$17,322,331

0.77

$6,016,926

0.57

$13,247,998

0.44

$4,018,937

0.57

$8,979,643

Goodwill

Bakersfield, CA

Long Beach, CA

Los Angeles, CA

Medford, OR

Oakland, CA

Oxnard, CA

Sacramento, CA

San Diego, CA

San Francisco, CA

San Jose, CA

Santa Ana, CA

Santa Cruz, CA

Santa Rosa, CA

Stockton, CA

Region

California

California

California

Pacific Northwest

California

California

California

California

California

California

California

California

California

California

Same Retail Store Sales

Sep-11

$625,686

$982,701

$6,401,978

$732,732

NR

$742,421

$2,142,835

$1,472,458

$2,044,494

$1,485,486

$2,628,272

NR

NR

$866,268

Sep-10

$651,757

$865,637

$5,651,981

$691,665

NR

$703,130

$1,934,329

$1,300,220

$1,853,013

$1,312,797

$2,297,995

NR

NR

$840,859

Chg.

-4.0%

13.5%

13.3%

5.9%

NA

5.6%

10.8%

13.2%

10.3%

13.2%

14.4%

NA

NA

3.0%

Year-to-Date Same Retail Store Sales

Sep-11

$5,761,569

$8,941,137

$50,522,277

$6,416,441

$9,135,977

$6,169,903

$19,123,015

$12,658,211

$18,552,906

$13,047,153

$22,015,542

NR

NR

$8,377,463

Sep-10

$6,096,998

$7,925,932

$46,129,338

$6,063,866

$8,601,466

$5,990,064

$17,621,107

$11,790,898

$17,183,336

$12,083,175

$20,925,876

NR

NR

$8,191,234

Chg.

-5.5%

12.8%

9.5%

5.8%

6.2%

3.0%

8.5%

7.4%

8.0%

8.0%

5.2%

NA

NA

2.3%

Goodwills

Bakersfield, CA

Percent Change

Long Beach, CA

Percent Change

Los Angeles, CA

Percent Change

Medford, OR

Percent Change

Oakland, CA

Percent Change

Oxnard, CA

Percent Change

Sacramento, CA

Percent Change

San Diego, CA

Percent Change

San Francisco, CA

Percent Change

San Jose, CA

Percent Change

Santa Ana, CA

Percent Change

Santa Cruz, CA

Percent Change

Santa Rosa, CA

Percent Change

Stockton, CA

Percent Change

Overall Year-to-Date Year to Year Operating Revenue Change

YTD Revenues through September 2011

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

2011

2010

Program

Services/

Resource

Develop.

$449,785

$734,696

$152,804

-52.1%

$1,263,217

$1,043,164

21.1%

$912,667

$864,355

5.6%

$3,516,382

$4,356,709

-19.3%

$1,171,030

$1,054,195

11.1%

$8,635,354

$8,555,287

-38.8%

$1,599,084

$816,974

95.7%

$10,584,531

$12,102,994

-12.5%

$1,924,613

$1,548,941

24.3%

$1,930,556

$1,994,719

-3.2%

$73,205

0.9%

$3,075,425

$6,467,589

-52.4%

$2,077,437

$4,021,533

-48.3%

$854,932

$893,184

-4.3%

Contracts

Services

$0

$0

NA

$1,390,058

$1,384,058

0.4%

$6,042,013

$5,840,354

Donated Goods

Retail

$6,686,909

$7,846,520

$6,667,166

14.3%

$24,849,228

$20,886,039

19.0%

$21,810,946

$18,000,996

21.2%

$23,591,923

$21,338,863

10.6%

$18,911,758

$16,211,649

16.7%

$31,472,603

$28,021,308

-14.8%

$11,652,774

$10,333,382

12.8%

$64,136,522

$55,324,286

15.9%

$7,742,080

$7,257,321

6.7%

$13,807,170

$12,690,491

8.8%

$7,617,601

12.3%

$10,604,364

$9,259,104

14.5%

$8,498,812

$7,321,282

16.1%

$11,005,858

$10,524,521

4.6%

$0

$0

NA

$856,229

$891,985

-4.0%

$6,303,480

$5,731,429

10.0%

$0

$0

NA

$0

$0

NA

$1,888,986

$1,846,531

2.3%

3.5%

$372,956

$531,513

-29.8%

$4,624,608

$4,674,535

-1.1%

$644,625

$2,242,560

-71.3%

$3,012

$8,145

-63.0%

$594,768

$545,367

9.1%

Other Program

Services

$0

Admin. and Misc.

Operating Total

$7,338 $7,144,032

$0 $8,628 $8,589,844

$0

$410,847

-100.0%

$0

$0

NA

$843,769

$689,471

$0

NA

$0

$0

NA

$0

$0

NA

22.4%

$1,378,785

$1,333,149

3.4%

$0

$0

NA

$0

$0

NA

NA

$0

$0

NA

$1,556,605

$1,159,575

34.2%

$0

$0

NA

$0

$0

NA

$0

$0

NA

$373,087

$327,132

14.0%

$0

$0

NA

$449,492

$355,515

26.4%

$180,541

$407,064

-55.6%

$1,852,299

$1,501,970

23.3%

$277,930

$274,782

1.1%

$27,645

$175,968

-84.3%

$329,907

$278,988

18.3%

-15.0%

-$49,544

$916,949

-105.4%

$102,750

$87,918

16.9%

$81,374

$63,451

28.2%

$0

$0

NA

$0

$9,062,531

-8.0%

$26,488,544

$22,264,480

19.0%

$23,318,381

$19,410,718

20.1%

$27,557,796

$26,461,934

4.1%

$21,119,559

$18,564,893

13.8%

$49,107,505

$44,499,465

-16.8%

$14,592,372

$13,451,363

8.5%

$82,422,422

$74,515,127

10.6%

$10,121,022

$9,401,226

7.7%

$20,362,334

$19,359,745

5.2%

$8,335,431

10.4%

$15,336,504

$17,334,624

-11.5%

$10,603,894

$11,518,783

-7.9%

$14,079,683

$13,543,224

4.0%

Goodwills

Bakersfield, CA

Pct Exp. vs Rev.

Long Beach, CA

Pct Exp. vs Rev.

Los Angeles, CA

Pct Exp. vs Rev.

Medford, OR

Pct Exp. vs Rev.

Oakland, CA

Pct Exp. vs Rev.

Oxnard, CA

Pct Exp. vs Rev.

Sacramento, CA

Pct Exp. vs Rev.

San Diego, CA

Pct Exp. vs Rev.

San Francisco, CA

Pct Exp. vs Rev.

San Jose, CA

Pct Exp. vs Rev.

Santa Ana, CA

Pct Exp. vs Rev.

Santa Cruz, CA

Pct Exp. vs Rev.

Santa Rosa, CA

Pct Exp. vs Rev.

Stockton, CA

Pct Exp. vs Rev.

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

Overall Year-to-Date Gain or Loss Analysis

Program

Services/

Resource

Develop.

$1,053,857

83.4

$912,667

$1,376,288

150.8

$3,516,382

$5,061,378

143.9

$1,171,030

$2,022,808

172.7

$8,635,354

$9,016,522

104.4

$3,075,425

$3,147,076

102.3

$2,077,437

$2,086,613

100.4

$854,932

$1,392,136

162.8

$449,785

$842,932

187.4

$1,599,084

$1,558,328

97.5

$10,584,531

$15,250,644

144.1

$1,924,613

$2,259,735

117.4

$1,930,556

$2,114,958

109.6

$73,205

$409,796

559.8

$1,263,217

YTD Revenues and Expenses through September 2011

Contracts

Services

$0

0.0

$594,768

$716,522

120.5

$0

$0

0.0

$856,229

$1,198,966

140.0

$6,303,480

$5,849,874

92.8

$0

$0

0.0

$0

$0

0.0

$1,888,986

$1,619,520

85.7

$0

$0

0.0

$1,390,058

$1,221,088

87.8

$6,042,013

$5,909,541

97.8

$372,956

$413,283

110.8

$4,624,608

$3,596,240

77.8

$644,625

$526,859

81.7

$3,012

Other Program

Services

0.0

$843,769

$423,284

50.2

$1,378,785

$621,019

45.0

$0

$0

0.0

$0

$0

0.0

$0

$0

0.0

$0

$0

$0

0.0

$0

$0

0.0

$0

$0

0.0

$0

$0

0.0

$1,556,605

$1,096,895

70.5

0.0

$0

$0

0.0

$0

$0

$0

0.0

$0

$0

Donated

Goods Retail

$22,981,529

92.5

$21,810,946

$17,383,556

79.7

$23,591,923

$18,540,116

78.6

$18,911,758

$14,082,945

74.5

$31,472,603

$23,207,201

73.7

$10,604,364

$8,047,037

75.9

$8,498,812

$6,194,843

72.9

$11,005,858

$8,872,951

80.6

$6,686,909

$6,113,511

91.4

$11,652,774

$9,358,706

80.3

$64,136,522

$51,495,707

80.3

$7,742,080

$5,828,786

75.3

$13,807,170

$11,811,739

85.5

$7,617,601

$5,141,845

67.5

$24,849,228

Admin and

Misc.

$2,604,184

9.8

$0

$1,979,826

0.1

$449,492

$4,281,998

15.5

$180,541

$2,276,927

10.8

$1,852,299

$10,108,687

20.6

$277,930

$2,080,287

13.6

$27,645

$1,007,910

9.5

$329,907

$2,127,495

15.1

$7,338

$1,064,610

14.9

-$49,544

$2,013,854

13.8

$102,750

$6,216,934

7.5

$81,374

$1,475,672

14.6

$0

$1,625,404

0.1

$0

$1,138,158

0.1

$373,087

Operating

Total

$26,639,570

100.6

$23,318,381

$21,456,192

92.0

$27,557,796

$27,883,492

101.2

$21,119,559

$19,581,645

92.7

$49,107,505

$48,605,568

99.0

$15,336,504

$13,895,419

90.6

$10,603,894

$9,289,366

87.6

$14,079,683

$14,012,102

99.5

$7,144,032

$8,021,053

112.3

$14,592,372

$14,151,976

97.0

$82,422,422

$79,969,721

97.0

$10,121,022

$9,977,475

98.6

$20,362,334

$19,148,341

94.0

$8,335,431

$7,216,658

86.6

$26,488,544

Restricted

Revenues

NA

$268,668

NR

NA

NR

NR

NA

NR

NR

NA

$0

NR

NA

NR

NR

NA

NR

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

NA

$4,012,332

NR

NA

NA

NR

NR

NA

NR

NR

NR

NA

NR

NR

Grand Total

$26,639,570

100.6

$23,318,381

$21,456,192

92.0

$27,557,796

$27,883,492

101.2

$21,119,559

$19,581,645

92.7

$49,376,173

$48,605,568

98.4

$15,336,504

$13,895,419

90.6

$10,603,894

$9,289,366

87.6

$14,079,683

$14,012,102

99.5

$7,144,032

$8,021,053

112.3

$14,592,372

$14,151,976

97.0

$86,434,753

$79,969,721

92.5

$10,121,022

$9,977,475

98.6

$20,362,334

$19,148,341

94.0

$8,335,431

$7,216,658

86.6

$26,488,544

Goodwill

Bakersfield, CA

Long Beach, CA

Los Angeles, CA

Medford, OR

Oakland, CA

Oxnard, CA

Sacramento, CA

San Diego, CA

San Francisco, CA

San Jose, CA

Santa Ana, CA

Santa Cruz, CA

Santa Rosa, CA

Stockton, CA

Region

California

California

California

Pacific Northwest

California

California

California

California

California

California

California

California

California

California

Sep-11

13,364

27,617

170,541

22,563

NR

19,477

72,387

56,948

52,171

54,347

77,056

NR

NR

42,333

Donations

Sep-10

12,465

30,174

152,294

22,189

NR

18,514

65,969

56,668

49,652

51,599

78,645

NR

NR

38,335

Chg.

7.2%

-8.5%

12.0%

1.7%

NA

5.2%

9.7%

0.5%

5.1%

5.3%

-2.0%

NA

NA

10.4%

Same Site Donations

Sep-11

11,682

26,580

163,844

22,307

NR

18,762

62,665

NR

NR

51,534

75,267

NR

NR

25,015

Sep-10

12,020

29,174

152,294

21,934

NR

18,514

65,152

NR

NR

51,058

70,276

NR

NR

26,876

Chg.

-2.8%

-8.9%

7.6%

1.7%

NA

1.3%

-3.8%

NA

NA

0.9%

7.1%

NA

NA

-6.9%

Year-to-Date Donations

Sep-11

124,450

266,084

1,566,063

191,196

364,340

182,069

661,536

541,150

492,163

501,295

767,142

NR

NR

372,888

Sep-10

132,076

256,363

1,380,146

185,552

366,524

158,945

613,196

520,339

456,820

481,788

741,728

NR

NR

336,836

Chg.

-5.8%

3.8%

13.5%

3.0%

-0.6%

14.5%

7.9%

4.0%

7.7%

4.0%

3.4%

NA

NA

10.7%

Year-to-Date Same Site Donations

Sep-11

120,384

258,638

1,482,087

189,273

109,108

179,236

554,964

NR

NR

477,811

734,350

NR

NR

238,230

Sep-10

124,391

248,253

1,380,146

184,662

112,711

158,945

607,724

NR

NR

474,027

702,099

NR

NR

242,420

Chg.

-3.2%

4.2%

7.4%

2.5%

-3.2%

12.8%

-8.7%

NA

NA

0.8%

4.6%

NA

NA

-1.7%

Detailed Year-to-Date Program Services/Resource Development Gain or Loss Analysis

YTD Revenues and Expenses through September 2011

Revenues (R)

Government

Grants Foundation Grants

Government Fees for Service

Corporate/

Foundation Fees for Service

Individual Gifts/

Endowments Total Revenue

Expenses

Bakersfield, CA

Pct Exp. vs Rev.

Long Beach, CA

Pct Exp. vs Rev.

Los Angeles, CA

Pct Exp. vs Rev.

Medford, OR

Pct Exp. vs Rev.

Oakland, CA

Pct Exp. vs Rev.

Oxnard, CA

Pct Exp. vs Rev.

Sacramento, CA

Pct Exp. vs Rev.

San Diego, CA

Pct Exp. vs Rev.

San Francisco, CA

Pct Exp. vs Rev.

San Jose, CA

Pct Exp. vs Rev.

Santa Ana, CA

Pct Exp. vs Rev.

Santa Cruz, CA

Pct Exp. vs Rev.

Santa Rosa, CA

Pct Exp. vs Rev.

Stockton, CA

Pct Exp. vs Rev.

(E)

R

E

R

E

R

E

R

E

Mission Services

Prog.

Expenditures

$91,148

$623,860

NR NR

Resource

Development

Expenses

NR

NR

NR

Direct Mgmt.

$351,413

$219,071

Allocated Mgmt.

NR

NR

NR

NR

Depreciation

$7,225

NR

NR

NR

NR NR

NR

$15,116,809

NR NR

NR

$2,068,822

NR NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

$8,855,380

NR

$1,799,376

$190,913

NR

NR

NR

NR

$1,679,434

NR

NR

NR

NR

NR

NR

NR

NR

$49,717

$133,835

$125,237

NR

R

E

NR

$142,489

$1,771,887

$109,059

NR

NR

$158,669

$33,840

R

E

R

E

NR

$1,829,570

NR NR

NR

NR

NR NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR

NR NR NR

R

E

R

E

R

E

NR NR

NR

$1,376,288

NR NR

$333,570

$5,043,353

NR NR

$222,173

NR

NR

$71,060

NR

$50,000

$67,196

NR

NR

NR

$912,667

NR

$2,914,652

NR

$822,280

$269,072

NR

NR

NR

NR

NR

$132,227

NR

$17,435

$57,111

NR

NR

NR

NR

NR

$64,873

$18,024

$59,143

$11,679

R

E

R

E

$1,617,749

NR NR

$61,525

$7,588,533

NR NR

NR

NR

NR NR

$184,417

$190,052

NR

NR

NR

NR

$7,491,864

$938,250

NR

NR

NR

NR

$185,577

$0

NR

NR

NR

NR

$711,971

$299,687

NR

NR

R

E

R

E

NR

NR

NR NR

$0

$1,079,301

NR NR

NR

NR

$38,228

$3,517

NR

NR

NR

NR

$315,630

$309,318

NR

NR

NR

NR

$471,676

$0

NR

NR

NR

NR

$29,398

$0

Total Expenses

$449,785

$842,932

187.4

$1,599,084

$1,558,328

97.5

$10,584,531

$15,250,644

144.1

$1,924,613

$2,259,735

117.4

$1,930,556

$2,114,958

109.6

$73,205

$409,796

559.8

$1,263,217

$1,053,857

83.4

$912,667

$1,376,288

150.8

$3,516,382

$5,061,378

143.9

$1,171,030

$2,022,808

172.7

$8,635,354

$9,016,522

104.4

$3,075,425

$3,147,076

102.3

$2,077,437

$2,086,613

100.4

$854,932

$1,392,136

162.8

Pct Exp. vs Rev.

San Diego, CA

Pct Exp. vs Rev.

San Francisco, CA

Pct Exp. vs Rev.

San Jose, CA

Pct Exp. vs Rev.

Santa Ana, CA

Pct Exp. vs Rev.

Santa Cruz, CA

Pct Exp. vs Rev.

Santa Rosa, CA

Pct Exp. vs Rev.

Stockton, CA

Pct Exp. vs Rev.

Goodwills

Bakersfield, CA

Pct Exp. vs Rev.

Long Beach, CA

Pct Exp. vs Rev.

Los Angeles, CA

Pct Exp. vs Rev.

Medford, OR

Pct Exp. vs Rev.

Oakland, CA

Pct Exp. vs Rev.

Oxnard, CA

Pct Exp. vs Rev.

Sacramento, CA

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

Retail Stores

$5,878,890

$5,012,376

85.3

$9,587,151

$6,635,402

69.2

$54,104,171

$33,281,216

61.5

$6,416,442

$4,192,913

65.3

$11,953,362

$7,586,716

63.5

NR

NR

NA

$20,506,423

$13,785,194

67.2

$14,368,783

$9,983,349

69.5

$18,552,906

$8,480,577

45.7

$14,753,677

$8,958,989

60.7

$23,088,102

$13,771,804

59.6

NR

NR

NA

$4,148,278

$2,484,604

59.9

$8,875,206

$6,293,553

70.9

Outlet Stores

26.0

$450,295

$77,937

17.3

NR

NR

NA

$317,881

$140,535

44.2

$587,380

$48,575

8.3

$28,657

$96,715

337.5

NR

NR

NA

$809,798

$2,778,483

343.1

$701,514

$391,171

55.8

NR

NR

NA

NR

NR

NA

$1,776,956

$859,886

48.4

$5,932,784

$1,073,817

18.1

$1,433,336

$450,944

31.5

$872,927

$227,283

Salvage

19.4

$2,042,758

$698,316

34.2

NR

NR

NA

$580,901

$122,470

21.1

$1,340,609

$72,654

5.4

$728,321

$284,958

39.1

$348,519

$22,797

6.5

$1,183,203

$1,197,815

101.2

$485,857

$3,695

0.8

$1,799,351

$201,076

11.2

NR

NR

NA

$2,381,304

$796,910

33.5

$552,991

$320,588

58.0

$1,579,571

$825,231

52.2

$3,200,902

$622,031

Auctions

NA

$4,696,542

$809,438

17.2

NR

NR

NA

NR

NR

NA

$0

$0

0.0

$12,282

$63,550

517.4

$1,279,615

$296,722

23.2

$7,331,445

$721,506

9.8

NR

NA

NR

NR

NA

$1,251

NR

NA

NR

NR

NR

1251.0

NR

NR

NA

$0

$0

0.0

NR

NR

Detailed Year-to-Date Donated Goods Retail Services Gain or Loss Analysis

After Retail

YTD Revenues and Expenses through September 2011

Solicit/

Total

Donated

Vehicles

E-Com- merce Misc.

Donations/

Central

Process

Trans- portation

136.4

$15,468

$2,712

17.5

NR

NR

NA

NR

NR

NA

$6,158

$0

0.0

$36,860

$9,625

26.1

NR

NR

NA

$88,525

$47,528

53.7

NR

NR

NA

$17,203

$0

0.0

NR

NR

NA

$4,159

NR

4159.0

NR

NR

NA

$0

$0

0.0

$82,778

$112,879

0.2

$7,189,595

$1,585,691

0.2

$0

$0

0.0

$898,782

$263,005

0.3

$1,927,989

$121,229

0.1

$769,261

$445,223

0.6

$1,628,134

$319,519

0.2

$9,324,446

$4,697,804

0.5

$1,187,371

$394,865

0.3

$1,799,351

$201,076

0.1

$0

$0

0.0

$4,159,511

$1,656,796

0.4

$6,485,775

$1,394,405

0.2

$3,012,908

$1,276,175

0.4

$4,073,829

$849,315

NA

$140,572

$0

0.0

NR

NR

NA

NR

NR

NA

$90,000

$0

0.0

$1,898

$856

45.1

NR

NR

NA

$403,789

NR

403789.0

$1,356

NR

1355.8

$37,254

NR

37254.0

NR

NR

NA

NR

$50,446

50446.0

NR

NR

NA

$46,747

$0

0.0

$0

$276,074

0.0

$1,038,866

$826,981

79.6

NR

NR

NA

$436,863

$293,365

67.2

$106,505

$170,318

159.9

$0

$0

0.0

$437,489

$320,761

73.3

$215,591

$374,565

173.7

$136,911

$107,760

78.7

NR

NR

NA

NR

NR

NA

$179,135

$134,330

75.0

$956,388

$626,215

65.5

$1,979,362

$1,213,653

61.3

$1,475

$0

$0

0.0

$1,029,628

8.8

$5,148,814

8.0

$655,848

8.5

$1,968,009

14.3

NR

7617601.1

$3,760,142

15.1

$1,267,498

5.8

$4,751,767

20.1

$1,505,571

8.0

$3,511,606

11.2

NR

10604364.0

NR

8498812.0

$1,153,145

10.5

$463,953

6.9

$804,076

6.9

$3,324,262

5.2

$337,038

4.4

$835,003

6.0

NR

7617601.1

$1,864,028

7.5

$2,995,688

13.7

$1,647,892

7.0

$934,810

4.9

$2,110,906

6.7

NR

10604364.0

$806,075

9.5

$686,525

6.2

Direct Mgmt.

NR

$181,479

2.7

NR

$227,157

1.9

NR

$3,454,085

5.4

NR

$140,362

1.8

NR

$438,321

3.2

NR

NR

7617601.1

NR

NR

24849228.0

NR

NR

21810946.0

NR

$536,817

2.3

NR

$619,127

3.3

NR

$458,095

1.5

NR

NR

10604364.0

NR

$200,252

2.4

NR

$448,181

4.1

Allocated

Mgmt.

Depre- ciation

$0

0.0

$22,163

0.2

$207,005

0.3

NR

7742080.1

NR

13807170.0

NR

7617601.1

$974,132

3.9

NR

21810946.0

$152,580

0.6

$212,175

1.1

$0

0.0

NR

10604364.0

NR

8498812.0

$0

0.0

$0

NA

NR

NA

$960,428

NA

NR

NA

$782,614

NA

NR

NA

$756,461

NA

$1,116,401

NA

$480,654

NA

$614,006

NA

$939,406

NA

NR

NA

NR

NA

$0

NA

Total

$6,686,909

$6,113,511

91.4

$11,652,774

$9,358,706

80.3

$64,136,522

$51,495,707

80.3

$7,742,080

$5,828,786

75.3

$13,807,170

$11,811,739

85.5

$7,617,601

$5,141,845

67.5

$24,849,228

$22,981,529

92.5

$21,810,946

$17,383,556

79.7

$23,591,923

$18,540,116

78.6

$18,911,758

$14,082,945

74.5

$31,472,603

$23,207,201

73.7

$10,604,364

$8,047,037

75.9

$8,498,812

$6,194,843

72.9

$11,005,858

$8,872,951

80.6

Goodwills

Bakersfield, CA

Pct Exp. vs Rev.

Long Beach, CA

Pct Exp. vs Rev.

San Jose, CA

Pct Exp. vs Rev.

Santa Ana, CA

Pct Exp. vs Rev.

Santa Cruz, CA

Pct Exp. vs Rev.

Santa Rosa, CA

Pct Exp. vs Rev.

Stockton, CA

Pct Exp. vs Rev.

Pct Exp. vs Rev.

Los Angeles, CA

Pct Exp. vs Rev.

Medford, OR

Pct Exp. vs Rev.

Oakland, CA

Pct Exp. vs Rev.

Oxnard, CA

Pct Exp. vs Rev.

Sacramento, CA

Pct Exp. vs Rev.

San Diego, CA

Pct Exp. vs Rev.

San Francisco, CA

Detailed Year-to-Date Contracts Services Gain or Loss Analysis

YTD Revenues and Expenses through September 2011

Commercial

Government

NISH/NIB/AbilityOne

Government Non-

NISH/NIB/AbilityOne

Facility

Based

NR

Community

Based

NR

NR NR

NA

$594,768

$622,610

104.7

NR

NR

NA

NR

NR

NA

NR

NR

$2,466,267

$2,227,105

90.3

$66,444

$115,785

174.3

NR

NR

NA

NA

NR

NR

NA

$605,536

$611,305

101.0

$762,718

$791,020

103.7

NR

NR

NA

NR

NR

NA

$0

$0

NA

NA

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

$2,753,371

$2,684,247

97.5

NR

NR

NA

$4,624,608

$2,964,963

64.1

NA

NR

NR

NA

NR

NR

NA

$2,809,290

$2,624,278

93.4

NR

NR

NA

NR

NR

NA

$1,796,880

$1,416,908

78.9

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

E

R

Community

Based

NR

E NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

$82,545

$74,046

89.7

$306,511

$271,862

NA

NR

NR

NA

88.7

NR

NR

NA

$73,534

$76,407

103.9

$498,962

$481,277

96.5

NR

NR

NA

NR

NR

NA

$0

$0

NA

Facility

Based

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

$480,308

$475,879

99.1

NR

NR

NA

NR

NR

NA

NA

NR

NR

NA

NR

NR

NA

$745,511

$720,479

96.6

NR

NR

NA

NR

NR

NA

$0

$0

NA

Facility

Based

NR

Community

Based

NR

NR NR

NR

NR

NA

NA

NR

NR

NA

NR

NR

NA

NR

NR

NR

NR

NA

NR

NR

NA

NR

NR

NA

NA

NR

NR

NA

$177,160

$208,124

117.5

$1,413,998

$1,036,937

73.3

NR

NR

NA

NR

NR

NA

$0

$0

NA

NR

NR

NA

NA

NR

NR

NA

NR

NR

NA

NR

NR

$259,522

$277,208

106.8

NR

NR

NA

NR

$367,073

NA

NA

NR

NR

NA

NR

NR

NA

$73,001

$76,372

104.6

NR

NR

NA

NR

NR

NA

$92,106

$82,678

89.8

Direct

Mgmt.

NR

NR

Allocated

Mgmt.

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

NR

NR

NA

NR

$25,635

6.9

NR

$249,570

5.4

NA

NR

NR

NA

NR

$275,772

32.2

NR

$0

NA

NR

NR

NA

NR

NR

NA

NR

$106,576

5.6

NA

NR

NR

NA

NR

NR

NA

NR

NR

NA

NR

NR

NR

NR

NA

NR

NR

NA

NR

NR

NA

NA

NR

NR

NA

NR

NR

NA

NR

$13,358

0.7

NR

$2,961

0.3

NR

$0

NA

NR

NR

NA

Depre- ciation

NR

NR

NA

NR

$93,912

NA

NR

NR

NA

NR

NR

NA

NR

NR

NR

$171,056

NA

NR

NR

NA

NR

$14,634

NA

NA

NR

NR

NA

NR

$24,396

NA

NR

$119,511

NA

NR

NR

NA

NR

NR

NA

NR

$0

NA

Total

$0

$0

NA

$1,390,058

$856,229

$1,198,966

140.0

$6,303,480

$5,849,874

92.8

$0

$0

NA

$0

$0

NA

$1,888,986

$1,619,520

85.7

$1,221,088

87.8

$6,042,013

$5,909,541

97.8

$372,956

$413,283

110.8

$4,624,608

$3,596,240

77.8

$644,625

$526,859

81.7

$3,012

$0

NA

$594,768

$716,522

120.5

$0

$0

NA

G REATER E AST B AY


Solano Counties


G O O O D W I I L L I I N D U

HUMAN RESOURCES BEST PRACTICES MEETING

S T R I I E S

®

Sponsored by the Council of California Goodwill Industries


Agency Headquarters






PROPOSED AGENDA (V2)

O RANGE C OUNTY

R EDWOOD E MPIRE

Sonoma, Napa


Trinity Counties

S AN D IEGO C OUNTY


S AN F RANCISCO


C OUNTIES








C OUNTIES



C OUNTY

S ILICON V ALLEY

Santa Clara &



Kern, Kings &





S OUTHERN O REGON


V ENTURA & S ANTA

B ARBARA C OUNTIES

10:30–11:30

12:00–12:15

12:15–1:45 III.

1:45–3:15

IV.

3:15–3:30

I.

II.

Thursday, December 1, 2011

AGENCY SHOWCASE TOUR:

 Facilities tour – Mr. Mike Rowan , San Diego-based Goodwill agency

CEO / President

HOSTED LUNCH:

 Light buffet or boxed lunch provided in or near conference rooms

(JOINT SESSION WITH COUNCIL) OPENING SESSION:

 Call to order / opening remarks – Chairman David Miller

 Welcome address – Mr. Mike Rowan , San Diego-based Goodwill agency CEO / President

 Roundtable introductions – Chairman David Miller

 Establishment of quorum – Secretary Kathy Leahy

Ref Doc: Prospect Attendees Roster

 Review scope of meetings – Chairman David Miller

 Call for breakout sessions – Chairman David Miller

APPROVAL OF THE AGENDA:

 Consider changes / additions to agenda – Chairman Kim Seebach

ROUNDTABLE DISCUSSION:

 Focus: Review / fine-tune of the HR matrix – Chairman Kim

Seebach


 Focus: federal rules on unionization postings and California legal updates – Ms. Toni Giffin

BREAK: i n f o @ c a l if o r n i a g o o d w i l ls . o r g

Human Resources Best Practices Meeting



Page 2 of 3

3:30–4:55 V.

4:55–5:00

PUBLIC POLICY:

 Key legislative updates, Legislature session wrap-up and 2012 projections: Political Consultant Kate Bell

 Strategies to support legislation: Chairman Kim Seebach

MEETING ADJOURNMENT:

 Closing remarks & adjournment – Chairman Kim Seebach

5:30–9:30 GROUP DINNER & THEATER:

 Group dinner with Council meeting participants at Acapulco Mexican

Restaurant & Cantina (@ the Hacienda Hotel), 2467 Juan Street,

San Diego, CA 92110

 Theater outing – “It’s a Wonderful Life: A Live Radio Play” – 7:30 p.m. curtain call

Friday, December 2, 2011

7:30–8:00 HOSTED BREAKFAST

 Light / continental breakfast provided in or near conference room

8:00–8:05 CALL TO ORDER

 Welcome & introductions – Chairman Kim Seebach

 Review remaining agenda items – Chairman Kim Seebach

8:05–10:15 VI.


 Focus: best practices for on-boarding staff – Ms. Toni Giffin

 Focus: salary survey – Mr. Jim Howley

 Focus: GII document share site – Mr. Otto DeLeon

10:15–10:45 VII.

OPEN FORUM:

 Focus: miscellaneous issues – Chairman Kim Seebach

10:15–11:45

VIII.

(JOINT SESSION WITH COUNCIL) STRATEGIC PLAN ACTIONS:

 Pillar liaisons’ reports

•

•

Retail – Secretary Kathy Leahy

Workforce – Ms. Sheryl Chalupa , Bakersfield-based Goodwill

•

CEO / President

HR – Mr. Michael Paul , Santa Cruz-based Goodwill CEO /

President & HR Pillar Executives (Pillar Report)

 Other collaborations

• Agency board members – Mr. Mike Rowan , San Diego-based

Goodwill CEO / President

•

•

CFOs / COOs – Vice-Chair Mark Ihde

Public Policy Committee – Co-Chairs Debbie Alvarez-Rodriguez

/ John Latchford

Human Resources Best Practices Meeting



Page 3 of 3

• Fiscal & Economic Impact Project – Mr. Doug Barr , Los Angelesbased Goodwill CEO / President

11:45–12:00 IX.

(JOINT SESSION WITH COUNCIL) MEETING RECAP &

ADJOURNMENT: Chairman David Miller



Review of proceedings & closing remarks

Promotion of next quarterly meeting



 Adjournment

C:\otto backup files\CCGI\Council Meetings\2011\120111\proposed agenda-timeline HR 120111.doc

Online Registration: http://www.eiseverywhere.com/ehome/index.php?eventid=24357

Goodwill Industries International, Inc.

2012 Conference of Executives

A River of Hope: Navigating the Rapids to a Brighter Future

February 19 - 21, 2012

The challenges facing the world today are vast and complicated. While the focus is often on the broad impact of these challenges, we at Goodwill know that they affect individual people and families in every community. As leaders throughout the Goodwill enterprise, it is our responsibility, now more than ever, to provide support and opportunities for people to achieve economic stability and build strong families and vibrant communities.

Navigating the Rapids to a Brighter Future

Given the challenges of our current economic reality, leaders need to be on their game at all times in order to seize the opportunities presented and address challenges before they become problems. In order to be top performers, it is critical that today’s leaders are energized to propel their organizations through growth and change.

To successfully manage change, we must make time to assess how we are utilizing technology and how innovative we are to adapt to these changes. Learning more about the newest technologies and innovative practices will help us become catalysts in strengthening the Goodwill enterprise, its’ mission, the brand, influence and leadership. In San Antonio, the

2012 Conference of Executives features new opportunities for attendees to engage in conversations around growing the

Goodwill enterprise utilizing technology and innovation as tools.

During the conference, we will be showcasing our own innovative practices and technology advancements. Our new registration software has the capabilities for you to start networking as soon as you register for the conference, through the eSocial Networking Tool. This tool will allow you to set up individual appointments with sponsors, GII Team members and other attendees. During the conference, we will feature a "Ted Talks" style general session where we will hear from different presenters on the topics of technology and innovation. We also plan to communicate with you before, during and after the conference through video blogs on MyGoodwill and through the GII COE twitter account.

Sending updates to Twitter while you're away from your computer makes things much more interesting. It's all done through text messages (aka "SMS"), which you probably use all the time anyway, so there's not much to learn. Twitter doesn't charge a fee for its service, but be sure to know what your text messaging plan looks like with your wireless carrier. To create your own Twitter account, go to www.twitter.com

and sign up. The official event twitter is: http://twitter.com/GIIEventCOE .

This year we are fortunate to have San Antonio and “The Riverwalk” as the backdrop for a compelling and engaging conference program. Our hosts, Goodwill Industries of San Antonio, Inc., have put together a terrific line-up of activities to showcase their beautiful city. Be sure to review the conference agenda for a complete listing of activities.

The first thing San Antonio visitors notice is the friendliness of everyone they encounter. Combine that with the dizzying array of facilities, hotels, services and attractions; the walkablity of the city; the vibrant culture and well-preserved historical sites.

Council of California Goodwill Industries COUNCIL MEETING

Council of California Goodwill Industries

Planning Report for 2012

Council of California Goodwill Industries

Planning Report for 2012

Council of California Goodwill Industries

2011 Public Policy Update

December 2, 2011

Overall Year-to-Date Gain or Loss Analysis

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Council of California Goodwill Industries COUNCIL MEETING

Council of California Goodwill Industries

Planning Report for 2012

Council of California Goodwill Industries

Planning Report for 2012

Council of California Goodwill Industries

2011 Public Policy Update

December 2, 2011

Overall Year-to-Date Gain or Loss Analysis

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