The Future - Smart Union
Transcription
The Future - Smart Union
Table of Contents General President Kenneth Rigmaiden’s Report to the Members Our Bold Future............................................................................... 4 Organizing..................................................................................... 8 P&AT Labor Management Cooperation Initiative................................ 12 Agreements Department.................................................................. 16 The Finishing Trades Institute........................................................... 26 IUPAT Job Corps............................................................................ 36 The PATCH Foundation................................................................... 40 The IUPAT Industry Pension Fund...................................................... 44 Government Affairs........................................................................ 50 General Secretary-Treasurer George Galis’ Financial Report Preserving Our Members’ Resources................................................. 58 Financial Operations...................................................................... 70 3 1 S T G E NE RAL CON VEN TION 201 4 3 Our Bold Future Let us meet the challenge to become a great influence in our industries, and an expanded force in markets across North America. 4 I t is my great honor and pleasure to welcome all delegates to the 31st General Convention of the International Union of Paint- ers and Allied Trades. We meet in Florida with the mission of setting the goals each of us will work toward over the next five years. At the same time, we must take the steps to ensure we have the structure, tools and resources to meet those goals. This week, you will chart the course for creating a Bold Future for our membership and for our union. We have come a long way in five short years. We have survived a gloomy economic period, and although we have yet to see the recovery everywhere, we are starting to see the light at the end of the tunnel. Every single district council in North America is on track to surpass one million man hours in 2014 for the first time in over six years. We have aggressively defended our jurisdiction when called upon to do so. We have expanded our political and legislative strength in city halls, state and provincial capitals, and in the capitals of our nations. We have bolstered our communications networks to deliver our message to our members, our industries and the general public. We have drastically increased the training capacity of the Finishing Trades Institute, and all of our district council training programs. We have built an IUPAT Headquarters Campus that embodies the One Union mantra. By housing all of our funds, and enabling us to provide more training to our emerging leaders, trainers, and district council representatives, the campus has and will continue to help propel the IUPAT forward. Our organizing has never been more creative, coordinated or comprehensive, which is successfully enabling us to run better campaigns across North America. We are a stronger union today because of the actions taken by the delegates to the 30th General Convention. I charge you as a delegate of the 31st General Convention to keep an eye toward ensuring that the actions we take this week allow the International Union of Painters and Allied Trades to remain an undaunted force for the members we represent today, and those we I U PA T GE NE R A L OF F I C E R S ’ REP O RT will organize in the days, months and years ahead. Let us meet the challenge to become a greater influence in our industries, and an expanded force in markets across North America. Your focus and actions this week will increase our membership; will increase the IUPAT market share, and our impact. Together, we will forge a Bold Future. We have spent much of the last decade and beyond to build a sound structure for each of our district councils, regions and local unions. The full affiliation of district councils has delivered on the promise of financial security, the capacity for improved servicing for each member and the ability to run dynamic organizing campaigns. As of January 1, 2014, our district councils have a combined 350 months of reserve because of full affiliation and the attentiveness that our General Executive Board and each of our business managers have paid to the finances of our union. We have a structure in place to grow, and while there will always be some work to be done to enhance our internal organization, we must continue to look to the future. We have a fully operational General President Kenneth Rigmaiden membership records system that we must utilize to not only track a member’s status, but also their skill sets and earned certifications so we can continually rise to meet industry demands. Organizing is the hardest and most fulfilling thing we do. It represents our future, our past and our present simultaneously, and we must spend the next five years organizing boldly. We have developed organizing tools - ConTrack, the Finishing Solutions Network, and Community Organizing For Real Economics (CORE) - and we must utilize these tools to their full potential. The economic depression took its toll on the membership of the IUPAT; we lost members, and market share. Now, we must recruit, organize and train finishing trades’ craftsmen and women not yet fortunate enough to be an IUPAT member, and engage partners like never before to successfully run international, national and regional campaigns. In October 2013, representatives from district councils across the United States with experience in grass roots, community-driven organizing attended a strategic planning meeting at the IUPAT headquarters in Hanover, Maryland. I gave them one charge -- to develop a strategic plan to launch, maintain and 3 1 S T G E NE RAL CON VEN TION 201 4 5 “Single-handed we can accomplish nothing; but united there is no power of wrong we may not openly defy.” - IUPAT Founder John T. “Jack” Elliott 6 escalate the use of Community Organizing for Real Economics (CORE) as an organizing and community engagement tool across North America. The labor movement represents only 11 percent of the workforce in the United States, and 31 percent in Canada. If you take out the public sector workers, that number falls to an abysmal 6 percent in the United States and 12 percent in Canada. With this lack of density and limited resources, we cannot organize effectively, pass legislation, elect politicians and communicate our message effectively with our constituencies and communities where we live and work. We must work with community partners to help build work opportunities that lead to sustainable careers; we must work with developers and end users to get ahead of our competition. We must work to increase the number of industrial applicators who hold this certification, as well as help end users to see the value of requiring it on projects as well. Growth in membership must drive the expansion of our market share across all crafts. We will use tools, like the Coating Applicaton Specialist (CAS), to grow our market share. CAS is a program, developed by the IUPAT and the Society for Protective Coatings, that certifies the skills an industrial coatings applicator must have in order to meet the demands of the job. We must work to increase the number of industrial applicators who hold this certification, as well as help end users to see the value of requiring it on projects as well. It is truly an honor for me to announce the successful launch of the Painters and Allied Trades Veterans Program (PAT-VP), a pre-apprenticeship emersion program for men and women transitioning out of military service and into our industry. These men and women have served to protect us, and now it is our honor to train and place them within our apprenticeship programs, and into employment with our signatory contractors. We must not be content with the successful launch of this program. We must expand the PAT-VP so that we can train and place more military members transitioning into civilian careers, working side-by-side with IUPAT members. We will work with industry partners to create a glazing industry standard and certification that will provide the skills necessary to be 21st century craftsmen and women in architectural metal and glass. Through this certification, with marketing, training, testing and retraining, we will expand our market share by showing that we are the union of skilled glaziers across North America. We will use the LMCI, the Finishing Solutions Network (FSN) and our communications department to introduce the IUPAT craftsmen and women and signatory contractors to new markets, and to be reintro- I U PA T GE NE R A L OF F I C E R S ’ REP O RT duced to markets where we no longer have a presence. In fact, we have already seen FSN open new doors that lead to new markets. The success of FSN, like the successful certification of thousands of industrial applicators, must be replicated and expanded. We will increase our market share by working collaboratively, aggressively and in a focused, accountable manner. The eyes of your General Executive Board are fixed on the horizon, on our Bold Future, on a larger IUPAT, with greater market share and far more impact. We are focused on making strategic investments to ensure that we use the uptick in the economy and expanded work opportunities in our industries to grow. We are unwavering when it comes to holding ourselves accountable so that we have clear goals on the number of new members we are working to initiate. We cannot grow if we cannot retain members, so we must focus resources on the servicing of our members. We must make strategic investments in increasing the impact we have in our communities; the impact we have toward decisions being made about membership and industry-related public policy; the impact we have in the way people view the IUPAT and who hears our message. As delegates of the 31st General Convention, you have your work cut out for you this week. But I have full confidence that together we will fearlessly chart a course toward a Bold Future. I want to extend my personal thanks to Executive General Vice President Bill Candelori, General Secretary-Treasurer George Galis, our general vice presidents, executive assistants to the general president, assistants to the general president and our staff for their hard work and dedication. Finally, my thanks again to the men and women of the IUPAT on job sites throughout the United States and Canada. Your dedication, craftsmanship and loyalty are the lifeblood of this union and we owe it to you to work toward a Bold Future. 3 1 S T G E NE RAL CON VEN TION 201 4 We must be creative, hold ourselves accountable and always be forward looking in our communities. 7 Organizing It was the perfect time to retool our organizing program to meet the challenges ahead of us in 2010 and beyond. W hen the delegates left our last General Convention in 2009, we, as a union and as part of organized labor overall, were facing uncertain economic times, to say the least, in North America. Our meeting was on the heels of one of the worst global economic meltdowns in history and the unemployment rate remained stubbornly high, especially so in the construction labor market. Not surprisingly, as a result, organized labor membership suffered a substantial loss. Despite the challenges, the leadership of the International Union of Painters and Allied Trades was determined to look ahead, beyond the recession. The IUPAT General Executive Board realized that our union had to be ready for the inevitable economic turnaround and not be caught unprepared to recruit new members into our ranks when construction sites started working again. It was the perfect time to retool our organizing programs to meet the challenges ahead of us in 2010 and beyond. With this in mind, the Organizing Department laid out a plan to evaluate and restructure our programs and policies, with the goal of creating a well-rounded department centered on campaign-driven organizing. Maintaining Organizing Assistance First and foremost, IUPAT leadership and the Organizing Department team made it a priority that organizing financial assistance continued to go to our district councils even though we were in harder economic times. More Than $21 Million in Organizing Assistance Over the Last Five Years Between 2009 and 2013, the International provided over $21 million in assistance to district councils. That figure nearly doubled the amount of organizing assistance given in the previous five years, and kept the pieces in place on the local level to be ready for better times. 8 I U PA T GE NE R A L OF F I C E R S ’ REP O RT New Structure and Technology The retooling continued when, in 2010, the general president appointed Assistant to the General President James Williams Jr. to manage the day-to-day operation of the IUPAT Organizing Department. He was tasked with transforming the Department into one that would break new ground in the way we think about and execute organizing. The goal was to continue programs that have shown success in the district councils, discontinue unsuccessful programs and launch new national and regional organizing campaigns. The planned end-result is to have a department that included all elements of organizing: struction projects. This information includes contractor names, subcontractor names, the type of work being done, names of workers on the site (union and nonunion), lawsuits, liens, judgments and more. This data, once collected, is centrally stored at IUPAT headquarters in Hanover, Maryland where it can be accessed by anyone who is authorized. • RESEARCH • MARKETING • COMMUNITY ORGANIZING FOR REAL ECONOMICS • CAMPAIGN COORDINATION RESEARCH In 2011, a full-time researcher was hired to provide International and regional organizing coordinators in the field with the data they need to conduct successful organizing campaigns. This focus on data and information would bring about a groundbreaking new tool for the Department; a tool unique to the Building Trades – ConTrack. ConTrack This two-year-old program is a computer application that allows organizers in the field to electronically record specific information on current and future con- 3 1 S T G E NE RAL CON VEN TION 201 4 To date, the database holds information on over 36,000 projects and nearly 5,000 potential new contractors for the IUPAT, and that information is growing every day we are at work in the field to carry out our organizing mission. MARKETING The Finishing Solutions Network In 2010, a team of organizing directors from select district councils began the process of developing a strategic plan to successfully market the value of unionized contractors in our industries. The team evaluated best practices currently being used by affiliates and employers, and addressed the harsh realities of construction industry owners and general contractors selecting subcontractors based on lowest price, not a combination of price and performance. 9 The goal is to reintroduce and maintain the IUPAT on the local level as a pillar of the community… What came out of this meeting was a program designed to market the positive features of the IUPAT’s signatory contractors directly to owners and construction managers. The program, known as the Finishing Solutions Network, markets our over 7,000 signatory contractors directly with decision-makers in the industry. The goals of the program are to change their perception of the IUPAT, connect qualified contractors with real work opportunities, and for the IUPAT to gain a better understanding of the needs of the owners and construction managers. COMMUNITY ORGANIZING FOR REAL ECONOMICS At the 30th IUPAT General Convention in 2009, delegates passed Resolution 39, a mandate for district councils to take the steps to formalize a committee to conduct local initiatives under a program we call CORE – Community Organizing for Real Economics. In October 2013, nearly two dozen representatives with experience in grass roots, community driven organizing from district councils and the International met at IUPAT headquarters to develop a strategic plan to launch the CORE program. The committee dealt with hard issues such as the continued decline in union membership, the negative image of construction trade unions and the lack of grass roots activity. Committee members also shared best practices to combat these threats, and how to begin the process of rebuilding and repositioning the IUPAT as a place for “all workers” in our industries to seek representation. CORE is a program where our union leaders and members can partner with local community groups on initiatives to build a better life for residents living and working in the communities in which we partner. The goal is to reintroduce and maintain the IUPAT on the local level as a pillar of the community 10 I U PA T GE NE R A L OF F I C E R S’ REP O RT by partnering with like-minded organizations on shared campaigns, as well as provide career options for local men and women. The result will be strong growth for the IUPAT and a positive shift in public perception of our union and the rest of organized labor. CAMPAIGN COORDINATION All of the new programs were designed to put in place the tools necessary for the IUPAT Organizing Department to effectively run and coordinate national and regional organizing campaigns. In 2012, the IUPAT restructured our organizing grant program, known as the GO Fund, to be directly tied to new organizers working on campaigns coordinated by the national department. The department launched its first national and regional campaign in 2012 in the Industrial Coatings industry. The campaign is focused on using research and data to target non-union contractors, namely on public works projects such as bridges, water treatment facilities and tanks, that exploit their workforce and skirt wage and hour laws. Through CORE, the IUPAT is influencing public policy and regulations on the federal and local levels to increase the use of certified applicators. The IUPAT has also partnered with like-minded national organizations, such as NACE and SSPC, to market the value of using trained and certified workers, as well as specifications writers and engineers, to raise the bar in the Industrial Coatings market. While this campaign is still in the early stages, numerous non-union contractors have become signatory and IUPAT contractors are positioned to compete in places they could not compete before. We are also becoming known as a leader in the Industrial Coatings marketplace. This initiative illustrates the types of campaigns the IUPAT Organizing Department is working on to increase membership, market share and impact. There is much more to come for one of the most innovative organizing programs in the Building Trades. The Future All economic forecasts point to better days ahead in our industries, and the International Union of Painters and Allied Trades Organizing Department is ensuring that we are ready to supply the skilled workforce new and existing projects demand, while working with current and prospective employers to increase our current market share. There is much more to come for one of the most innovative organizing programs in the Building Trades. 3 1 S T G E NE RAL CON VEN TION 201 4 11 P&AT Labor Management Cooperation Initiative Only by working together will we, and our employers, find the Bold Future waiting for us all. T he mission of the Painters and Allied Trades Labor Management Cooperation Initiative, or LMCI, is to promote and advance the unionized construction industries in which the men and women of the International Union of Painters and Allied Trades work. We put the tools and resources in place for the companies that employ us and our industry partners to grow a stronger business, win more projects and create a competitive edge over their non-union rivals. Industry Liaisons SAFETY TRAINING AWARDS RECOGNITION Nothing can match what face-to-face meetings can accomplish between partners, and the LMCI has ensured that such meetings are taking place every day to accomplish the mutual goals of labor and management. The LMCI Industry Liaisons serve different regions of the United States and Canada. They participate in LMCI, employer and IUPAT programs throughout the year, and make certain the voices, concerns and goals of both sides of the bargaining table are heard. Among their primary responsibilities: n Facilitate pre-jobs on signatory projects n Managers of the LMCI Finishing Industries Forum, Industry Roundtables and Mutual Gains Bargaining seminars n Participate in employer association meetings Programs STAR Safety Training Awards Recognition, STAR, is an incentive-based rewards program that serves to improve safety awareness on the job site by rewarding those who maintain safe work habits and undertake advanced safety training and education. Workers must complete the required safety courses and maintain 12 I U PA T GE NE R A L OF F I C E R S’ REP O RT a minimum number of safe work hours during the qualifying work period to be eligible for recognition and rewards. Successful participants attend an annual STAR event hosted by their district council and employers where they are eligible to receive a wide range of prizes for their dedication to safety. This is the LMCI successfully building a new culture of safety on the job site. THE LMCI FINISHING INDUSTRIES FORUM The Finishing Industries Forum (FIF) is a three-day annual event where presentations, workshops and programs focus on the most pressing issues facing our industries. This event makes certain employers are armed with every tool made available by the LMCI, the IUPAT and the Finishing Contractors Association International to increase market share, field the best-trained IUPAT workforce and successfully navigate the legislative and regulatory issues in today’s industries. In its nearly ten-year history, the event has hosted thousands of union and business leaders, as well as scores of industry experts who have led groundbreaking discussions and workshops. The FIF has gained significant attention in the labor and business fields over the years, so much so that, in 2013, U.S. Secretary of Labor Thomas Perez addressed attendees. ATTORNEYS SEMINAR Effective legal counsel in the daily affairs of both labor and management is crucial for their mutual success. As the laws, rules and practices governing the unique partnership of labor/management change on a regular basis, the sharing of information and best practices among our attorneys is urgently needed. The LMCI Attorneys Seminar is a two-day annual event where labor and management attorneys and company and union representatives discuss legal issues facing our industries. Regular topics include the National Labor Relations Board, Pitfalls of Subcontracting Language, Immigration Control, Project Labor Agreements, Healthcare Cost Control, Workers’ Compensation and Strategic Planning. PROJECT MANAGEMENT TRAINING LMCI Project Management training provides the tools an effective project manager needs to succeed on the job. Candidates gain the ability to provide vital 3 1 S T G E NE RAL CON VEN TION 201 4 13 independent and professional service, as well as how to plan, lead, organize and control the management of projects and programs, from inception to reality. INDUSTRY ROUNDTABLE MEETINGS The LMCI Roundtable Meetings are designed to educate and provide an open forum for union and business leaders to address industry issues. These roundtable discussions, held regularly throughout North America, may not present all the solutions, but always allow for frank discussion and the sharing of our experiences and ideas. INDUSTRY PROMOTION A primary mission of the Painters and Allied Trades LMCI is to promote the union industries in which we work. One of the ways we accomplish this goal is by representing our signatory contractors at industry trade shows throughout North America. The LMCI invests in materials and personnel to bring our voice to these events and tout the advantages of hiring union companies and our workforce. Another way the LMCI is advancing the union market share is the Finishing Solutions Network. Launched in 2010, this network connects our over 7,000 finishing contractors in North America with those searching to hire our trained workforce for projects. Finishing Solutions Network representatives in the field work every day to expand our market share. INDUSTRY RESOURCES The LMCI provides a number of resources for our industry partners to utilize to grow a successful business. That means more jobs for the men and women of the IUPAT. A number of those resources are online for their use: Industrial Info Resources: Created in 1983, IIR researchers contact plant owners, engineering and construction firms, and equipment vendors to provide information on projects in 12 industrial markets: Production - Offshore and Onshore Oil and Gas Processing; Oil, Gas and Refined Products Pipelines; Oil, Gas and Chemical Terminals; Petroleum Refining; Chemical Processing; Pharmaceutical and Biotech; Electric Power; 14 I U PA T GE NE R A L OF F I C E R S’ REP O RT Metals and Minerals; Industrial Manufacturing; Food and Beverage; Pulp, Paper and Wood; Alternative Fuels – Gas and Liquids Production. Armed with this data, the site provides comprehensive information on more than 50,000 capital and maintenance projects across the world, and on 87,000 operational and commissioned plants. Equipped with this detailed information, IUPAT industry partners can dramatically improve their efforts to successfully bid on new and current projects, expanding the market share of our union employers and workforce. Paint BidTracker – This service reports on bid notices, engineering and design jobs, as well as low bidders and award results. Our industry partners can track the status of painting projects in which they have interest. Public Works Compliance – This site identifies, explains and simplifies access to the complex network of laws and regulations that govern competitive bidding and labor compliance on public works construction projects. It provides practical strategies and information, as well as links and navigational aids to useful web sites and includes access to the GPO Davis-Bacon Resources. LMCI Grants Another resource is the LMCI grant program where funds are given to local labor associations and IUPAT district councils to create a formal labormanagement cooperation initiative and improve our efforts on the local level to increase the union market share. Grants are given to target new projects in our many industries. Since 2009, the LMCI has given over $2 million in grants to accomplish these goals. Partnership is the Key to Our Success The initiatives of the Painters and Allied Trades LMCI will only succeed through effective partnerships with labor and IUPAT signatory businesses and the organizations which represent them, such as the Finishing Contractors Association International, or FCA. The FCA represents the largest community of finishing contractors in North America. Only by working together will we, and our employers, find the Bold Future waiting for us all. 3 1 S T G E NE RAL CON VEN TION 201 4 15 Agreements Department The National Agreements serve to maintain and increase market share. T he Agreements Department continues to serve as a tool to gather data and provide various services to our affiliates. For many years the department has been tasked with being responsible for the collection and processing of data relative to National Agreements, District Council and Local Union collective bargaining agreements (CBAs), geographical and trade jurisdiction, as well as Davis-Bacon prevailing wage rates. Agreements and Work Opportunities for Our Members WORK HOUR REPORT 2009–2013 The table below shows the total man hours reported by year as a result of the job registration received for the National Agreements: 16 YEAR IUPAT TOTALS 2009 2,672,304.00 2010 2,559,843.00 2011 2,398,115.00 2012 2,561,824.00 2013 2,682,728.00 Total 12,874,814.00 Through collaborative efforts between the Regional Vice Presidents, our affiliate Business Manager/Secretary-Treasurers, and/or other International Staff, the Agreements Department serves as the backbone for successful organizing and negotiation efforts to maintain our position in the building trades, as well as solidifying, protecting and standardizing our workday, overtime and safety at the workplace. Each new agreement yields more work opportunities for our members. Alternative Agreements for Market Share Growth As the competitive landscape for the industries we represent continues to change, companies and corporations often do not care if the work is performed union or non-union, they simply want to get the work completed. At times, it may seem as if owners and users feel more comfortable using non-union contractors. Understanding this reality, the leadership of the IUPAT started to work with owners and users to bring real value to their bottom line, and began to work with our contractors, our District Councils and Local Union leadership to develop strategies in order to reenter markets where our presence has been nonexistent for some time. To recapture work in some markets and make our union more competitive, the IUPAT developed the National Vessels Agreement and the Gulf Coast Agreement in a bold effort to secure work in certain naval yards I U PA T GE NE R A L OF F I C E R S’ REP O RT IUPAT AGREEMENTS JOBS REPORTED 2009 THROUGH 2013 The table below illustrates the numbers of projects which were registered as projects covered by National Agreements. AGREEMENT 2009 2010 2011 2012 2013 Bridge & Tunnel Coal Mining Facilities Energized Electrical Equipment Fire Retardant Coatings Drywall, Taping & Finishing Glaziers, Architectural Metal & Glass Lead Abatement Agreement Locks and Dams Maintenance Repaint Project Market Recovery for Refinery and Power Plants Military Paint Agreement Power Generating Facilities Regional Market Recovery Residential & Light Commercial Work Southern California Market Recovery Specialty Agreements Specialized Plant Services Tank & Pipelines Agreement 177 1 210 1 196 174 162 TOTAL 2 13 104 24 66 10 62 15 107 1 25 10 13 1 3 6 10 7 12 9 2 0 13 0 0 7 1 0 3 1 156 7 442 2 84 0 433 3 89 0 626 3 89 8 1 30 2 0 658 0 93 869 862 1009 1055 1311 which are not covered by the Metal Trades Agreement. The development of these market recapture agreements will also put the IUPAT in a position to rebuild and regain a membership base in the industrial coatings arena which was lost. Currently, there are one hundred thirty-three (133) contractors signed to the IUPAT’s National Agreements. The National Agreements act as a stabilizer of working conditions for our members and signatory contractors who travel through different areas of the country. The National Agreements serve to maintain and increase market share. Furthermore, by virtue of being a member of the National Building and Construction Trades Department (BCTD), our International Union participates in a wide range of national and international agreements. In addition to our National Agreements, the BCTD agreements provide a stable flow of job opportunities. These BCTD national agreements serve also to standardize hours of work, overtime rates, and shift pre- 3 1 S T G E NE RAL CON VEN TION 201 4 1 1 14 68 46 719 3 80 WORK HOUR REPORT 2009–2013 The table below illustrates a fiveyear review of hours generated for our craft under the GPA: YEAR IUPAT TOTALS 2009 338,958.30 2010 406,946.70 2011 462,389.55 2012 209,453.60 2013 241,315.70 TOTAL 1,659,063.80 17 The IUPAT will continue to build upon its nearly 40 years of successful, beneficial participation in the National Maintenance Agreement. mium. At times, it may be necessary to develop and utilize modified wage and fringe benefit packages to boost market share for a particular segment of the construction Industry. The following are the BCTD national agreements in which the IUPAT participates: n The General Presidents’ Project Maintenance Agreement (GPPMA) n The National Maintenance Agreement (NMA) n BCTD Project Labor Agreements (PLA) n The National Construction Agreements (NCA) n The Heavy and Highway Coalition The General Presidents’ Project Maintenance Agreement For more than 50 years, work involving continuous plant maintenance, repair and renovation in the building and construction trades and lasting longer than one year has been carried out under the General Presidents’ Project Maintenance Agreement. Today, 14 Building Trades unions, including the International Union of Painters and Allied Trades, are signatory to the agreement. The General Presidents’ Project Maintenance Agreement has successfully ensured relative equity and uniform interpretation and application of wages and fringe benefits paid to building trades workers. Under the agreement, wages and fringe benefits may be paid at a rate of 80 percent to 100 percent of the locally negotiated wages and fringes of the district council/local union having jurisdiction in the area where the work is being performed. These modifications have allowed the signatory unions to gain an increased market share of the construction maintenance industry market. The agreement is administrated by the General Presidents’ Committee on Contract Maintenance, which reviews and acts upon requests from employers to perform work under the terms and conditions of the agreement. In addition, the committee hears and acts upon grievances as well as considers requests for shift changes, work hours and other proposed amendments to the agreement. The National Maintenance Agreement The National Maintenance Agreement (NMA) was established by construction industry contractors and building trades unions to help American industries maintain, modernize and renovate their industrial facilities. The 18 I U PA T GE NE R A L OF F I C E R S’ REP O RT National Maintenance Agreement Policy Committee works with clients/owners to build a partnership of “safety, productivity, quality and strength.” Today, the National Maintenance Agreement consists of more than 4,000 contractors and 14 international unions, including the IUPAT, all of which actively support the program. Each international union administrates its own National Maintenance Agreement. The IUPAT alone, for the year 2009, worked 660,370.00 hours on sites covered by our National Maintenance Agreement. One hundred seventy (170) IUPAT contractors are signatory to the agreement. By becoming signatory to the agreement, contractors receive the benefit of union flexibility, cost-effective practices and, most importantly, access to highly skilled IUPAT craftspeople. In exchange, as the numbers attest, IUPAT members receive work that might have otherwise gone nonunion or to in-plant maintenance workers. The National Maintenance Agreement program has been especially successful in the steel, utilities, automobile and petrochemical industries. The IUPAT will continue to build upon its nearly 40 years of successful, beneficial participation in the agreement. The National Maintenance Agreement Policy Committee (NMAPC), through collaborative efforts between the Labor Section, Management and Owners of the NMAPC, made several revisions to the National Maintenance Agreement. The new and revised NMA became effective in January 1, 2012. Below is a summary of the revisions to the NMA: Article I – Recognition: n Requirement to provide ‘’written craft work assignments” within 10 days of holding pre-job conferences. n Potential $500 fine for failure to hold pre-job conferences. 3 1 S T G E NE RAL CON VEN TION 201 4 n Jurisdictional dispute language was changed to mirror the criteria of that contained in the “The Plan for the Settlement of Jurisdictional Disputes.” n 5-day timeline to notify umpire is not absolute and should not be used to dismiss a dispute. n Cost of arbitration shall be the responsibility of the losing party/parties. Article II – Union Security: n The previous 30-day requirement was changed to 8-day membership requirement in the Union as condition of employment. Article V – Definitions: n Subcontracting to be performed under the NMAs, or approved “Compatible Agreement.” n Grievance may be filed by Signatory Union for failure of the contractor to abide by subcontracting requirement, which may result in the award of monetary damages. Article VI – Grievances: n The definition language was expanded regarding what constitutes a Grievance (Excluding jurisdictional and wage rates disputes). Article VIII - Wages: n Elimination of the “Me-Too” proviso throughout the Agreement. Article IX – Benefits and Other Monetary Funds n Language was added regarding Industry Advancement or Promotion Funds; if approved by the NMAPC, then funds must be paid. n New language was added stating that when Employers become delinquent with benefit fund contributions, they will not be allowed to file site extension requests with any craft. 19 Article XI – Holidays n Elimination of the “Me-Too” proviso for holiday pay. Article XIV – Travel and Subsistence n Elimination of the “Me-Too” proviso. Below is a five-year review of man hours generated for the crafts we represent as a result of the site extension requests which were processed under the NMA. MAN HOURS GENERATED WORK HOUR REPORT 2009–2013 Article XV – Work Hours Per Day n Second (2nd) shift; eight (8) hours work for eight (8) hours pay, plus a $2.00 per hour shift additive. n Third (3rd) shift; eight (8) hours work for eight (8) hours pay, plus a $2.25 per hour shift additive. n Elimination of the requirement for NMAPC approval prior to the implementation of a four (4) day, ten (10) hour, and two (2) shift – four (4) day, ten (10) hour flexible work schedule(s). n Second (2nd) shift on a two (2) shift – four (4) day, ten (10) hour flexible work schedule; ten (10) hours work for ten (10) hours pay, plus a $2.00 per hour shift additive. Article XXVII – Administrative Procedure nReinforces that Employers must file site extension request(s) for each location. nFurther clarifies and reinforces that NMAs are stand-alone agreements. nDuring a five (5) year period, the IUPAT processed for its signatory contractors to the NMA a total of 1,273 site extension requests. The table below shows a breakdown of the NMA site extension requests by year. NMAPC SITE EXTENSION APPROVALS BY YEAR Extension Approvals 20 2009 2010 2011 2012 2013 201 178 237 307 350 YEAR IUPAT TOTALS 2009 660,145.44 2010 878,617.56 2011 940,416.00 2012 851,661.00 2013 961,576.20 Total 4,292,416.20 In addition, on the next page is a breakdown of the total hours reported by industry. Percentage of NMA Hours by Industry The chart on page 22 shows a comparison between the NMA man hours for the period comprised of the previous convention years (2004-2008) and the 31st General Convention period of 2009-2013. This chart illustrates the shift of the man hours from one industry to another during a five (5) year period. n PROJECT LABOR AGREEMENTS (PLAs) The Building and Construction Trades Department, AFL-CIO (BCTD) continues to process Project Labor Agreements, which were developed to establish standard working conditions, promote efficiency of construction operations, as well as to provide for a peaceful settlement of labor disputes without strikes or lockouts. On occasion, the BCTD participates in negotiating these agreements. It must be noted that most Project Labor Agreements are negotiated on the local level with I U PA T GE NE R A L OF F I C E R S’ REP O RT NATIONAL MAINTENANCE AGREEMENT TOTAL HOURS BY INDUSTRY 2009–2013 INDUSTRY 2009 2010 Automaker 23,782.80 34,794.60 59,324.10 52,527.60 111,013.20 281,442.30 Chemical 21,087.60 24,598.20 27,680.40 17,271.00 19,940.40 110,577.60 Food and Food Products 13,774.20 5,091.60 17,149.20 2,062.80 2,411.40 40,489.20 223.80 480.60 492.00 250.80 0.00 1,447.20 99,052.20 185,754.84 166,324.80 76,171.20 98,040.84 625,343.88 104,885.40 221,142.60 328,278.00 317,646.00 439,358.40 1,411,310.40 5,565.24 1,388.40 5,074.80 1,339.20 1,294.80 14,662.44 0.00 0.00 222.00 325.20 1,089.00 1,636.20 Steel 78,972.00 178,998.00 114,388.20 157,774.50 146,378.10 676,510.80 Utility 310,121.40 224,608.32 216,627.30 220,285.50 135,211.86 1,106,854.38 2,680.80 1,760.40 4,855.20 6,007.20 6,838.20 22,141.80 660,145.44 878,617.56 940,416.00 851,661.00 961,576.20 4,292,416.20 Heavy Equipment Other Petroleum Pharmaceutical Transportation Wood/Paper Total the proposed agreement receiving approval from the national body. In March of this year (2014), the Jurisdictional Directors of the affiliated National and International Unions of the National BCTD requested that the language regarding the resolution of jurisdictional disputes in Project Labor Agreements in California be revised with the consent of the United Brother of Carpenters (UBC). The revised language provides that jurisdictional disputes in California involving an affiliate of the UBC and any other trade will be processed through the Plan for the Settlement of Jurisdictional Disputes, but the arbitration will take place in California. All other jurisdictional disputes between affiliates of the BCTD will be processed as set forth in the “Plan.” 3 1 S T G E NE RAL CON VEN TION 201 4 2011 2012 2013 GRAND TOTAL These proposed agreements will be approved if the following language is in the agreement: • • • • A clearly defined scope of work. Standard subcontracting clause. Standard grievance clause. Stipulation to “The Plan For The Settlement of Jurisdictional Disputes in the Construction Industry” to resolve disputes over jurisdiction. These projects range in time from less than one year to more than ten years in duration. Measured in terms of dollars, the projects are valued from $1 million to more than $10 million, while peak employment ranges from 50 to 5,000 workers. 21 n THE NATIONAL CONSTRUCTION AGREEMENT (NCA) The National Construction Agreement continues to be an important tool of the Building Trades, as we continue to recapture work for our members in the oil refining, chemical processing, power generating and other industries. The NCA, as well as other project agreements, standardizes working conditions (i.e. hours of work, holidays and overtime provisions for each craft). This agreement was negotiated between the National BCTD and the National Construction Association. The operation of the agreement is administered by a joint administrative committee which was established to PERCENTAGE OF NMA MAN HOURS BY INDUSTRY Wood/Paper 2% Utility 29% Automaker 29% Steel 9% Chemical 6% Petroleum 10% Food and Food Products 3% Other 12% COMPARISON OF NMA MAN HOURS 1,600,000,000 Transportation 1,400,000,000 1,200,000,000 Years 2004-2008 Pharmaceutical 1,000,000,000 Years 2009-2013 800,000,000 Transport Petroleum 600,000,000 Pharmace 400,000,000 Heavy Equipment 200,000,000 Petroleum 0 Other Automaker Chemical Food & Pharmaceutical Products Other Heavy Equipment Petroleum Transportation Steel Utility Heavy Eq Food Products 22 Chemical Wood/ Paper I U PA T GE NE R A L OF F I C E R S’ REP O RT Other oversee it and to review projects as well as the overall operation of the NCA. n JURISDICTION The IUPAT and its leadership firmly believe that we, as a union, must never allow a jurisdictional dispute to cause a work stoppage or any disruption of productivity on any job. It has been our position that we must work with all contractors to ensure that work, which has historically been performed by IUPAT members, continues to be properly assigned to the crafts we represent. Therefore, documentation demonstrating jobs and projects which were completed by our members is critical in making claims to assignment of work. Since our 30th General Convention, 72 jurisdictional disputes across the United States and Canada have been referred to the IUPAT for resolution. Of those 72 disputes, 49 were resolved at the local or international level by means of job site meetings and/or other remedies. Twenty three (23) were referred to the National Plan for the Settlement of Jurisdictional Dispute in the Construction Industry (The Plan) to be resolved by mediation or arbitration. The chart below summarizes the number of jurisdictional disputes by other crafts. Of the 23 cases which were referred to the Plan during the period comprised of 2009 through 2013, only nine (9) were resolved by an arbitrator’s decision. Of the nine (9) cases on which an arbitrator issued an award, the IUPAT prevailed in six (6). The other 16 cases were resolved by either one of the Internationals involved withdrawing their request for arbitration in matters related to jurisdictional dis- BREAKDOWN OF JURISDICTIONAL DISPUTES YEARS 2009–2013 20 17 18 16 14 14 12 9 10 7 8 7 6 4 2 4 2 1 2 1 4 5 1 0 s er st am tal Te e tM ee Sh s er s of er Ro rs ne re gi te En as g Pl tin ra pe O rs re rs bo ke La or W n Iro rs rs to ke la or su l W rs ke In tri ca or W s al er s CON VEN TION ec ic nt s er er ak ay m kl rm pe he ar ic ile G E NE RAL El C C Br Bo 3 1 S T 201 4 23 putes. In other cases where the issue was an “Impediment to Job Progress,” the matter was resolved by one of the International Unions involved directing their local unions to cease the alleged “Impediment to Job Progress” and to process any jurisdictional disputes through the Plan. There was only one (1) case where the issue was related to a “Change of Original Assignment.” Such case involved the IUPAT vs. the United Association and the Administrator of the Plan issued a determination that the United Association failed to demonstrate that there had been a Change of Original Assignment. As a result, the work was completed by the IUPAT as it was originally assigned. CASES RESOLVED BY ARBITRATOR’S DECISION AND WHO PREVAILED 6 6 5 4 3 2 2 1 1 0 IUPAT Laborers Carpenters BREAKDOWN OF JURISDICTIONAL DISPUTES REFERRED TO THE PLAN – IUPAT PREVAILED IN SIX CASES 6 6 5 4 4 4 4 3 2 2 1 1 1 1 0 Carpenters 24 Insulators Iron Workers Laborers Operating Engineers Plasterers I U PA T Roofers GE NE R A L United Association OF F I C E R S’ REP O RT The chart below shows the number of cases which were referred to the Plan by and/or against the IUPAT during the periods of 2004-2008 and 2009-2013. NUMBER OF CASES REFERRED TO THE PLAN BY OR AGAINST THE IUPAT 7 6 6 6 6 JD Years 2004-2008 5 4 4 4 JD Years 2009-2013 4 4 3 2 2 2 1 1 1 1 1 0 0 0 1 0 0 Carpenters 3 1 S T G E NE RAL Electrical Workers Iron Workers CON VEN TION Laborers 201 4 Operating Engineers Plasterers Roofers Insulators United Association 25 The Finishing Trades Institute S ince the 30th General Convention in 2009, the education and training department of the IUPAT has increased its ca- pacity to develop and deliver cutting edge programs to serve our members and the industry. In 2010, the Hanover campus of the IUPAT International Training Center was expanded with the move of the IUPAT Headquarters from Washington, DC to its new location beside the International Training Center. This expansion also included the addition of the IUPAT Residence Suites and Conference Center (IRSCC), a brand new 36-room residential and dining facility, to provide convenient and accessible on-campus lodging for members attending meetings and training. The FTI staff continues to expand to serve our members, including 12 employees in the Hanover office and six field staff throughout North America and Canada. With numerous students and instructors attending over 160 classes offered by the IUPAT/FTI, this expansion ensures that the members receive the best training and programs in the Finishing Trades. Standards for Apprenticeship In August 2009, the IUPAT/FTI received a grant from the United States Department of Labor (USDOL) to revise the National Guidelines for Apprenticeship Standards for several Finishing Trades, and to pilot-test the new Standards in four sites around the country. At that time, the FTI had already begun to revise apprentice training curricula and to assist our affiliates. Our new National Guidelines contain several innovative features that improve the preparation of apprentices in the Finishing Trades. The Standards provide a consistent national baseline for instructing new members in our covered trades. 26 I U PA T GE NE R A L OF F I C E R S’ REP O RT The National Guidelines for Apprenticeship Standards were created in order to accomplish all of the following: n Updated National Minimum Competencies - Affiliates can go beyond the minimum but not less. n Hybrid Approach to Completing Apprenticeship Time-based approach replaced by mixed approach that allows shortened periods of On-the-Job Learning (OJL) if the apprentice demonstrates required competencies. n Standardized Assessment of Progress - Using FTI written and hands-on assessments. n Clear Process to Grant Advance Standing - The same FTI written and hands-on assessments will be used to determine advance standing. n Interim Credentials - Certification of an apprentice’s attainment of competency for a component of occupation. n Minimum Qualifications for Instructors – Journey workers or equivalent Subject Matter Experts (SMEs); Teaching techniques or equivalent (18-month grace period); Current knowledge of industry and adult education. n Technology-Based Learning (TBL) - Related Instruction (classroom) may include use of electronic media. The ongoing efforts to develop these standards are being achieved through the FTI’s Program Alignment Project. The FTI Department of Curriculum and Instruction, along with the assistance of the local directors of training (DoT), coordinators/instructors and additional support staff, provide the proper insight to fulfill the requirements of the National Guidelines for Apprenticeship Standards. Implementing training programs that meet the diverse needs of the Finishing Trades industry build a standard apprenticeship system that better responds to the needs of our apprentices, members and contractors; provide standardized train- 3 1 S T G E NE RAL CON VEN TION 201 4 27 ing that prepares apprentices for lifetime employment; provide contractors with workers who are trained to industry standards, are professional and are part of a productive workforce; provide members with training that improves their employability. With the assistance from the August 2009 grant, the FTI accomplished the following: nDeveloped new detailed competency definitions for the four Finishing Trades occupations covered by the grant. nDeveloped new curricula for apprentice training to support the updated competencies. nBegan to integrate technology-based training into the curriculum. n Developed new National Guidelines for Apprenticeship Standards, a version of which was approved by the U.S. Department of Labor. n Educated and informed pilot sites regarding the new standards and the requirements for their participation in the grant. n Supported the development of new Area Standards of Apprenticeship by four pilot sites. n Supported recruitment and training of apprentices by the pilot sites. n Further promoted implementation of the new framework for Registered Apprenticeship by non-pilot site affiliates. Integrated Member Services Enhanced (IMSe) The Finishing Trades Institute is working with the IUPAT Member Services department to fully deploy the Integrated Member Services Enhanced (IMSe) database. The FTI has been working diligently updating membership records, adding certifications, creating new course terms/ sections, and updating course descriptions in the system. It is our goal to update all membership records to reflect all certifications earned through FTI’s Train-the-Trainer courses since 2006. IUPAT members will have full access to their updated records through the IMSe database in the near future. 28 I U PA T GE NE R A L OF F I C E R S’ REP O RT E-Learning opens up IUPAT/FTI Recruitment and Retention Efforts Recruiting a stable and steady pool of qualified individuals into the IUPAT/ FTI Apprenticeship Program is of great importance to the Finishing Trades Institute (FTI) in its efforts to support its affiliates and signatory contractors and sustain IUPAT membership. In consideration of the responsibilities of our affiliates to recruit and prepare entry-level workers to enter a trade, as well as the efforts to provide advanced training for journey workers across the country, the FTI continues to assist Joint Apprenticeship and Training Committees (JATCs) in fulfilling their responsibility to establish and implement effective recruitment and retention strategies. Since the last convention in 2009, the IUPAT/FTI has developed and implemented the following Recruitment and Retention efforts: n Recruitment Manual: Recruitment, Retention and Marketing of Apprentices: For a Strong Future Workforce. This manual is an important first step in disseminating information to affiliates in their efforts to identify qualified candidates for IUPAT apprenticeship programs. n Six Steps to Mentoring Training - developed in partnership with Skills Plan. n Recruitment Video available online at www.IUPAT.org/JoinUs. our ability to provide, share and use standard content across the trades and across North America. Continuing Education The IUPAT continues to provide its members the opportunity to earn an Associate’s degree from Mountwest Community and Technical College. In 2014, the National Labor College closed its doors, but the FTI is in the process of looking for a new academic partner to provide its members Bachelor’s degrees. The degree program is flexible and enables students to pursue their education while continuing their work as a union craftsperson. The IUPAT/FTI has joined the Registered Apprenticeship-College Consortium. This is a program whose membership consists of a national network of colleges and registered apprenticeship programs working together to provide collegeto-career opportunities. The U.S. Departments of Labor and Education have come together to cre- 3 1 S T G E NE RAL CON VEN TION 201 4 29 ate a promising new opportunity for graduates of a U.S. DOL Registered Apprenticeship program to be granted accelerated degree paths and credentials that incorporate prior learning and provide credit based on demonstrated skills rather than only classroom time. PAT - VP Program The mission of the Painters and Allied Trades Veterans Program (PAT-VP) is to assist transitioning members of the military to a rewarding career in construction. Sponsored by the FTI, the IUPAT PAT-VP program is funded by the IUPAT and the Finishing Contractors Association International. Candidates attend an accelerated three-week training, credentialing and employment program that combines both classroom and hands-on learning. Currently, the program is designed to place participants into an apprenticeship program and a career in the industrial coatings industry. Successful participants receive advanced apprenticeship placement, with certificates in OSHA 10, First Aid/CPR, Scaffold Awareness, Basic Rigging, Confined Space (OSHA), and SSPC Coating Application Specialist Level I certification (upon passing SSPC CAS Level I exam). The IUPAT and the FCA work together to place graduates in an IUPAT registered apprenticeship program, and employment working for an IUPAT signatory contractor in a location that meets the needs of the participant and industry. In April 2014, successful implementation of the Painters and Allied Trades Veterans Program (PAT-VP) resulted in five veteran graduates who entered IUPAT apprenticeships in various regions throughout North America. In an outstanding effort, FTI Industrial Coatings Program Manager Anton Ruesing and FTI Program Manager Ken Seal successfully prepared our veterans for employment, and District Council 5 (Seattle, Washington) Business Manager/Secretary-Treasurer Denis Sullivan and his staff went above and beyond in support of our new members by using the DC 5 training center to provide practical hands-on skill development. Learning Management System (LMS) The Finishing Trades Institute Learning Management System (FTI LMS) is a secure web-based software program for the administration, documentation, 30 I U PA T GE NE R A L OF F I C E R S’ REP O RT tracking and reporting of training programs, classroom and online events, e-learning programs and training content. The purpose of the LMS is to provide readily accessible, craft-specific, industry-standard instructional materials to each IUPAT district council. This will promote the efforts of each training center to assimilate the apprentices’ standard core knowledge, skills and abilities with the pursuit of specific occupational training throughout the term of their apprenticeship. This programspecific training is designed to build the technical and professional skills needed by the apprentice to successfully perform his/her occupation. Currently, the FTI LMS contains 399 online courses and has 1,318 registered accounts. Today, we have 900+ students with access to their trade courses anytime, anywhere. The FTI Curriculum and Development team continues to develop new courses, enroll more accounts and mentor district councils to become independent in managing their students. e-Learning Since the implementation of the LMS, the FTI has a vehicle by which to effectively engage our members in their training and acquisition of knowledge through e-Learning. E-Learning opens up our ability to provide, share and use standard content across the trades and across North America. These courses are developed and delivered using various forms of technology, and encourage our learners to think, explore and learn the content at hand in a selfpaced environment, or blended with classroom instruction to achieve the maximum benefits of interaction and expertise from the instructor. To date, the FTI has designed and developed eight e-Learning courses: n COR 1000 IUPAT History - This course is comprised of three lessons that list all the general executive board from 1887 to present, provide an overview of the significant events from the 1700s to present, recognize the current structure, and highlight significant events in the IUPAT. 3 1 S T G E NE RAL CON VEN TION 201 4 31 n COR 1002 Survival of the Fittest - This highly interactive course aims to provoke and stimulate apprentices and journey workers with vital skills, attitudes and behaviors in areas such as market share, absenteeism, harassment, integrity, competition, supervision and money management. n COR 2101 CAS Test Prep – This is a five-part preparation course for candidates for the Level II Coating Application Specialist (CAS) Certification. This course provides video and instructional narration to help prepare students to successfully pass SSPC’s certification program. n FLR 4606 Field Turf Installation – The e-learning course provides students with actual visual components from a job site and links to resources and materials that provides them an overview of advantages of using field turf over real grass, learning about the applications in which turf can be used, understanding the health risks involved in turf installation and an overview of how field turf is installed. n GLZ 5418 Unitized Glazing Systems Installation – This course combines e-Learning interactivity with panoramic technology, audio, and visual components to introduce glaziers to the concepts, tools, equipment, safety practices and processes needed to install unitized windows. n PNT 7900 Introduction to Decorative Finishes - This course discusses the basic techniques and common base finishes of trademark special decorative finishes. Topics of discussion include terms and technical information on special decorative finishes, commonly used equipment and materials, and the basic procedures for performing special decorative finishes. n COR 1004 Basic Mathematics and Measurements – This interactive e-Learning course provides learners with animated examples, interactive practice 32 problems, assessment and feedback as well as many resources by which to ensure comprehension and skills mastery in the basics of arithmetic and measurements. n COR 1005 Fractions, Decimals, Percent, and Basic Geometry - This interactive course provides learners with animated examples, interactive practice problems, assessment and feedback as well as many resources by which to ensure comprehension and skills mastery in fractions, decimals, percent and basic geometry. The FTI will continue to evaluate its instructional strategies and build upon the capabilities offered through e-Learning and technology-driven resources that will help us to train and educate our members when and where they need it. Panoramic Technology The FTI uses panoramic technology in support of several of its courses to create exploratory learning environments within the real world context of a job site or a simulated job site. Using a three-dimensional, 360° view of an environment in which an apprentice will work provides both the learner and the instructor a glimpse of what they might encounter on the job, but in a safe environment. Instructors use this technology in the classroom to review processes and discuss safety practices and other relevant information. Learners can use this self-guided tool to explore the job site or simulated environment on their own and through the use of hot spots (videos, photos, narration and text) to become more familiar with the type of environment in which they are preparing to work. The FTI has developed panoramic teaching/learning tools for the following courses: Coating Application Specialist (CAS) Certification HandsOn Test Prep – provides instruction and preparation for completing the hands-on test portion of the Level II Certification including a blasting booth and a spray booth. I U PA T GE NE R A L OF F I C E R S’ REP O RT CAS Bridge Containment - this panorama is of an actual bridge located in a training center that portrays temporary containment using wire rope and allows the learner to explore the containment. Confined Space Entry – simulated confined space in a training facility; Hot spots will include various points with regard to OSHA’s Confined Spaces standard (29 CFR 1910.146), while students are also taught to recognize the need for attention to safety and health hazards. Unitized Glazing Systems Installation – video and photo components captured on an actual job site in Boston, Massachusetts, provide an overview of the installation process for unitized window panels. Hot spots include photos, videos, text and narration that describe the delivery, storage, lifting and installation and other tasks or processes being performed. Blueprint – this panorama contains 2-dimensional flat views of blueprints or perimeter sheets for the drywall, floor covering, glazing and painting trades. Setting aside the bulky and oversized prints, the instructor and students can pan and zoom on specific areas of a sheet to clearly see the details of the job. FTI Computers The FTI is developing and enhancing online training content in a Learning Management System (LMS) available to members of IUPAT. Content is accessible by individuals via the Internet, however, FTI is seeking to increase the level of use of these course materials. One method for increasing participation is to equip each district council with computer workstations dedicated to the purpose of accessing course materials. The optimal approach for computer workstation deployment leverages a technology known as Virtual Desktop Infrastructure (VDI). After consultation, the FTI has engaged with SSI to conduct an expanded proof-of-concept using a minimum of 12 to 20 computers at one suitable district council (DC 21 in Philadelphia) and at the ITC in Hanover, Maryland. Contingent upon the successful completion of the expanded proof-ofconcept, the FTI will engage SSI to provide equipment, installation service, hosting services (inclusive of all license costs), maintenance / upgrades, and ongoing customer support. 3 1 S T G E NE RAL CON VEN TION 201 4 33 Following completion of a successful proof of concept, and following completion of a detailed district council readiness survey, a formal roll-out plan will be developed. FTI New Programs COATING APPLICATION SPECIALIST - CAS The CAS program was borne out of the need to establish a separate career path for the industrial painter with standardized training so that the IUPAT could meet the qualified manpower needs of our contractors in North America. The goal is to generate increased job opportunities for our members while increasing market share for our employers. The certification requires extensive written and hands-on testing in a curriculum designed by the IUPAT, the National Association of Corrosion Engineers (NACE) and the Society for Protective Coatings (SSPC). Since 2012, over 1,000 IUPAT industrial painters have been certified in the program, with nearly another 100 awaiting testing results in 2014. But it isn’t training alone that will allow us to reach our goals for the program, extensive lobbying in the industry and the government (on the national and state levels) is taking place, as well. On the industry side, the panel reported that the SSPC has begun to implement requirements that all QP 1 certified contractors (contractors who are nationally certified as meeting a minimum level of service and quality of skill in today’s coatings industry as determined by the SSPC) have CAS certified workers on jobs that involve blast cleaning and the spray application of coatings. On the government lobbying side, recent transportation and infrastructure bills in Pennsylvania, Minnesota and the U.S. Congress have either passed or are under strong consideration to require the SSPC standards that include CAS requirements on industrial paint projects. The IUPAT and its industry partners have invested millions of dollars in this program and, although we are pleased with progress made thus far, we still have a lot of work ahead of us to push the IUPAT industrial painting workforce far ahead of our non-union counterparts. GLAZIER INITIATIVE The Bureau of Labor Statistics predicts employment growth for glaziers of more than 42 percent between 2010 and 2020. That represents 17,700 new jobs 34 I U PA T GE NE R A L OF F I C E R S’ REP O RT and 15,700 replacement jobs. In order to meet the demand for glaziers, the IUPAT/FTI is committed to further its existing Glazier Apprenticeship Program by developing a certification program. The goal of this certification program is to advance members in specialized skill-sets to quickly place IUPAT workers in jobs focused on emerging technologies such as residential/light commercial windows, sun shades, awnings, veneer walls, glass manipulators and glass hand rails. TOTAL STATIONS The FTI is currently developing a Total Stations program. Total Station is an evolving layout technology that can be used by IUPAT glaziers, as well as other crafts in the Finishing Trades. If trained properly, this technical layout should provide additional work opportunities for IUPAT members as workers and lead foreman. As of May 2014, the IUPAT has held three Train-the-Trainer courses and will begin delivering regional trainings in the near future. SIGNALING AND RIGGING The FTI is developing a signalperson and rigging test preparation program and a practical examiner certification program to provide greater opportunities and training to help our members achieve certification from the National Commission for the Certification of Crane Operators (NCCCO). The test preparation program prepares candidates for competency in signaling and rigging on the job through classroom and practical application using both hand signals and voice communications. The FTI’s preparation program also includes training and education for eligible candidates to become certified as practical examiners for the certification of signalpersons. The Future More programs are on the way, the training never stops. As the workplace changes around us, so do we. The IUPAT Finishing Trades Institute is advancing the skills and education of the IUPAT workforce to make certain we remain the best of the best on the job site, and each IUPAT member has every chance for a successful career in the Finishing Trades. 3 1 S T G E NE RAL CON VEN TION 201 4 35 IUPAT Job Corps “It is good training for the students and gives them an opportunity to give back to the A Prolific Journey Continues O ver the past five years, the IUPAT Job Corps Program, along with the construction and finishing industries as a whole, endured the most difficult times in its 45-year history. else. It teaches them The economic downturn we experienced nearly obliterated work opportunities for those wishing to start their careers in the finishing industries. Enrollment in Job Corps was halted during the first six months of 2013 in order for the US Department of Labor to address a serious budget shortfall. Despite our long-standing record of high performance and the best efforts of our executive officers and staff, six of our training programs were eliminated. Yet, despite these challenges, our Job Corps remains strong and ready to assist our union in the recruitment and preparation of its next generation of members. about giving back.” A Historical Partnership – IUPAT Painting Instructor Andy Pearsall In 1969, International Union of Painters and Allied Trades General President Frank “Bud” Raftery signed a contract with the administration of President Lyndon Johnson to be a partner in what would eventually be known as the Job Corps program. Launched in 1964 as a part of President Johnson’s “War on Poverty,” Job Corps, with the help of the IUPAT and the rest of the Building Trades, currently provides pre-apprenticeship skills and vocational training to more than 60,000 students annually in 125 centers. Students also receive academic instruction, counseling, housing, meals and comprehensive medical care. The annual cost of this U.S. Department of Labor program is offset by reduced social welfare costs and the taxes paid by more than 80 percent of those who complete their training and go on to meaningful employment. A four-year study reported that for every dollar invested in Job Corps, $2.02 was returned. The IUPAT Job Corps program has grown to be recognized as one of the nation’s most comprehensive pre-apprenticeship training and job placement systems. We have 46 training programs in 42 Job Corps centers teaching Continues on page 38 community. It is good to know that they are helping out someone 36 I U PA T GE NE R A L OF F I C E R S’ REP O RT COMMUNITY SERVICE As an important means of honing their pre-apprenticeship skills, while at the same time learning the importance of giving back to the community, our Job Corps students annually donate thousands of hours of their labor in support of a wide variety of non-profit projects. GREY TOWERS The Grey Towers project was supported by the International Union of Painters and Allied Trades and the International Masonry Institute. Both organizations provided professional instruction and supervised the Job Corps Center students involved in the painting and masonry work done at this historic site. Students painted interior walls in the mansion and outbuildings, and exterior woodwork on all buildings, including the historic shutters on the mansion. They also repaired masonry walkways and structures. IUPAT Job Corps students work on the historic Grey Towers in Milford, Pennsylvania as a part of the program’s massive community service initiative. HABITAT Students from Columbia Basin Job Corps Center in Moses Lake, Washington have been working closely with Habitat for Humanity. Habitat for Humanity has built 12 homes in the greater Moses Lake area averaging 1 to 2 homes per year. One such home was a 1589 sq. ft., 5-bedroom, 2-bath home that sits on 2 acres. It was built entirely with Job Corps pre-apprentice labor excluding electrical, plumbing and roofing. The IUPAT students are working on drywall finishing, texturing and interior paint, as well as complete exterior prime and paint. 3 1 S T G E NE RAL CON VEN TION 201 4 37 Continued from page 36 painting, glazing, floorcovering installation and sign display. Our program utilizes first-year apprentice curricula and teaching materials developed by the IUPAT Finishing Trades Institute (FTI) as key instructional tools. Most recently, with the assistance of the FTI, IUPAT Job Corps has developed a pre-apprenticeship Coating Application Specialist (CAS) training program to do its part in meeting the growing need for qualified union industrial painters. Meaningful Partnerships—The Key to Success With the support and encouragement of local and international union leadership, the IUPAT Job Corps program continues to build and strengthen working relationships with signatory employers, district councils, local unions and apprenticeship programs. The IUPAT Job Corps Program performance has steadily improved as indicated by the most recently completed 12-month period in which data was available: n 488 graduates were placed on a job. n The average hourly wage was $11.59 for all placements. n Nearly 70 percent of those students were still employed after six-months following job placement, and more than 86 graduates were placed in an IUPAT Joint Apprenticeship Training Program. 38 PROGRAM MANAGEMENT Andrew Larson, IUPAT Job Corps National Project Coordinator, was appointed to his position in 2006 by General President James Williams. Prior to this assignment, Andrew served for three years as the program’s technical assistance coordinator. He began his career with the program in 1994, serving as a painting instructor at the Miami Job Corps Center. Serving as the program’s technical assistance coordinator since 2012 is Todd Langlois, formerly the pre-apprenticeship instructor at Denison Job Corps Center in Iowa. Larson and Langlois are supported by Cost Accounting Coordinator Erica DeStefano and Administrative Assistant Charity Biggins. The Program employs six field coordinators to assist in the management of training programs. They also coordinate the placement of graduates in IUPAT Joint Apprenticeship Training Programs and other opportunities that lead to careers in the Finishing Trades. All field coordinators are active members of the IUPAT, and were selected based on their trade skills, job experience and ability to successfully work with challenged youth. Hewa G. “Newt” Sayers.......... Northeast Region Andrew Westley .................... Lower Midwest Region Tim Sorrell.............................. Upper Midwest Region Jose Lopez............................. Southeast Region Roland Haas ......................... West Region James Purdy........................... Northwest Region I U PA T GE NE R A L OF F I C E R S’ REP O RT JOB CORPS CENTERS BY STATE AND CITY Cass .................................... Ozark, AR Great Onyx ............Mammoth Cave, KY Iroquois ............................ Medina, NY Ouachita .............................. Royal, AR Shreveport ..................... Shreveport, LA Cleveland ......................Cleveland, OH San Diego ............... Imperial Beach, CA Shriver ...............................Devens, MA Treasure Lake ................. Indiahoma,OK Long Beach .................. Long Beach, CA Flint/Genesee ...........................Flint, MI Tongue Point ...................... Astoria, OR Inland Empire ........ San Bernardino, CA Hubert H. Humphrey .......... St. Paul, MN Timberlake .......................Estacada, OR Treasure Island ..........San Francisco, CA Excelsior Springs ....Excelsior Springs, MO Angell............................... Yachats, OR Collbran ..........................Collbran, CO Mingo ............................... Puxico, MO Keystone .............................. Drums, PA Miami...................... Miami Gardens, FL St. Louis ...........................St. Louis, MO Boxelder .............................. Nemo, SD Gainesville ......................Gainesville, FL Anaconda ......................Anaconda, MT Jacobs Creek ........................ Bristol, TN Hawaii .................. Waimanalo,Hawaii Trapper Creek ...................... Darby, MT North Texas .....................McKinney, TX Centennial .......................... Nampa, ID Lyndon B. Johnson.............. Franklin, NC Flatwoods .........................Coeburn, VA Chicago.............................. Chicago, IL Schenck ............................ Brevard, NC Curlew.............................. Curlew, WA Golconda .......................... Golconda,IL Pine Ridge........................ Chadron, NE Columbia Basin ..........Moses Lake, WA Atterbury ......................... Edinburgh, IN Sierra Nevada....................... Reno, NV Charleston ................... Charleston, WV WA ME ND MT OR VT MN ID WI SD NH NY MI MA CT WY NV IA NE UT OH IN CO MD WV KS NJ PA IL CA MO VA RI DE DC KY AZ OK NM SC MS TX HI 3 1 S T G E NE RAL CON VEN TION NC TN AR AL GA LA FL 201 4 39 The PATCH Foundation “If we had more organizations like PATCH in the world, what would take us 10 or 20 years to accomplish, could be accomplished in days. We’re so grateful that PATCH and United Cerebral Palsy found one another.” – Michael Hill, senior vice president of External Affairs for United Cerebral Palsy. 40 T he Painters and Allied Trades for Children’s Hope Foundation, or PATCH, was founded in 2001. The Foundation is dedicated to supporting youth institutions and programs that give children in need the opportunities for an education, and to live lives of play and comfort that every child deserves. Since 2001, PATCH has given over $1 million to our cause and we are showing no signs of slowing down to ensure we make a difference in the communities in which we live. PATCH is more than a charity, it is a means for us to show our neighbors what being good union men and women is about. This foundation provides us with the opportunity to grow our union and the labor movement through our goodwill. Making a Difference on the Local and National Levels The PATCH Foundation is a rather unique charity in that a majority of our giving occurs on the local level by our district councils and local unions. We do that so our local leaders and members are not only recognized as some of the many faces of the PATCH Foundation, but it also inspires dialogue between our union and our community leaders and neighbors. We understand that the more people know about the men and women of the IUPAT, the more they will welcome what we stand for on a daily basis. The International also I U PA T GE NE R A L OF F I C E R S’ REP O RT does its part for our communities through PATCH. In 2012, United Cerebral Palsy (UCP) was chosen by the PATCH chairman’s office as the beneficiary of a campaign where the Foundation gave the UCP $1 (up to $10,000) for every new “Like” on its Facebook page – www.Facebook.com/ PATCHfoundation. On Tuesday, October 9, 2012, the PATCH Foundation Facebook page had 602 Likes. The PATCH / United Cerebral Palsy initiative was launched on the following day. It consisted of a Facebook ad campaign and regular posting of pictures announcing the ‘Dollars for Likes’ initiative for UCP on IUPAT sister Facebook sites (e.g. Facebook.com/ GoIUPAT). On Friday, October 26, 2012, the PATCH Foundation Facebook page had 16,750 Likes - an average of just over 1,000 new Likes per day. Thanks to this campaign, PATCH now has the potential reach of over 3 million people in its newly expanded network to regularly announce its mission throughout the country. This successful campaign is a benefit to the Foundation and to the International Union of Painters and Allied Trades, and we did our part to help the noble efforts of United Cerebral Palsy along the way. In August 2013, the International chose two elementary schools in St. Louis, Missouri to receive school supplies for each and every one of their students. Nearly 100 local IUPAT members and community volunteers assembled over 600 book bags filled with pencils, pens, crayons, notebooks, folders and the many other supplies students require for a successful school year. 3 1 S T G E NE RAL CON VEN TION 201 4 41 The bags were delivered to the principals of Ashland and Hickey elementary schools in preparation for the first day of school. “Being a good union member is about far more than our lives in the workplace,” said IUPAT General President and PATCH Chair Kenneth Rigmaiden. “It’s the duty of every single one of us to do our part to build a better community for our neighbors and our families. We’re thrilled to have this opportunity to make a difference for the proud students of these schools.” “On behalf of the students of Ashland and Hickey, the District thanks the members of IUPAT for their generosity. Providing our students with these needed supplies will allow them to focus their efforts on learning instead of worrying about not having the proper tools to do their job,” said District Spokesman Patrick Wallace. FUNDS RAISED BY PATCH 2009-2013 $388,678 $400,000 $379,873 $350,000 $327,595 $353,040 $300,000 $250,000 $218,170 $200,000 $150,000 $100,000 0 2009 42 2010 I U PA T 2011 GE NE R A L 2012 2013 OF F I C E R S’ REP O RT Be Inspired The PATCH Foundation has chosen two schools to receive supplies in 2014, as well. It’s our hope that this will become a long-standing tradition for the IUPAT and PATCH. It’s one well worth working toward, and hopefully we’ll inspire the same kind of gift on the local level in the rest of the United States. You are a part of an organization that is making a difference in countless young lives everywhere. Learn more about what the IUPAT is doing through the PATCH Foundation by visiting www.Facebook.com/PATCHfoundation. 3 1 S T G E NE RAL CON VEN TION 201 4 43 The IUPAT Industry Pension Fund “Fortunately, for the IUPAT Industry Pension Fund, we were better positioned than most to ride out the worst economic collapse since the Great Depression. – IUPAT Industry Pension Fund Co-Chair Art Aivaliotis O ver the last five years, the world economy has been slowly, but surely, regaining a foothold on better fiscal times. Un- fortunately, this recovery didn’t come soon enough for many retirement accounts and pension funds. The losses were so dire that some pension funds collapsed altogether, while decimated 401k balances forced many to postpone retirement, and current retirees to find alternate means to maintain a respectable level of living. Thankfully, today and tomorrow are far more promising for the participants and beneficiaries of the IUPAT Industry Pension Fund thanks to the diligence shown by the Fund Board of Trustees. To date, not one single, active, participating retiree or beneficiary has lost a benefit or suffered a reduction in his or her monthly payment. Our Current Status As of January 1, 2013, there were 78,491 participants in the IUPAT Industry Pension Plan – 32,830 were active participants; 27,379 were retired or separated from service and receiving benefits; and 18,282 were retired or separated from service and entitled to future benefits. Remember, not all IUPAT members belong to the national Pension Fund, many belong to local funds. TOTAL FUND PENSION BENEFITS FIVE YEAR PERSPECTIVE (2009–2013) 44 YEAR PENSION ANNUITY CANADA TOTAL 2009 284,832,928 24,253,005 7,207,261 316,293,194 2010 300,419,260 33,166,542 7,807,255 341,393,057 2011 316,374,979 32,737,872 9,255,303 358,368,154 2012 331,351,928 32,188,173 11,696,871 375,236,972 2013 344,284,540 26,388,245 11,920,609 382,593,394 I U PA T GE NE R A L OF F I C E R S’ REP O RT TOTAL FUND NET ASSETS AVAILABLE FOR BENEFITS FIVE YEAR PERSPECTIVE (2009–2013) YEAR PENSION ANNUITY CANADA TOTAL 2009 2,577,512,108 333,990,936 178,028,816 3,089,531,860 2010 2,720,379,683 352,824,156 197,580,418 3,270,784,257 2011 2,611,474,508 365,010,018 203,781,820 3,180,266,346 2012 2,778,085,890 382,211,962 223,049,056 3,383,346,908 2013 3,008,619,716 405,941,958 250,499,770 3,665,061,444 As of the same date, the funded percentage of the Pension Fund was 69.20 percent with assets of over $3 billion. Under the standards of the 2006 Pension Protection Act (PPA), which was passed by Congress to ensure and bolster the health of pension funds, this funded percentage classifies the Pension Fund as being in YELLOW status. The PPA established three categories to indicate the fiscal “health” of a pension fund: GREEN means a pension plan has a funded percentage higher than 80 percent; YELLOW means a pension plan has a funded percentage between 65 and 79 percent; and RED means a plan is less than 65 percent funded. Per the rules of the PPA, the YELLOW status of our Pension Fund mandates that we must continue to follow our Funding Improvement Plan (FIP) that was TOTAL FUND RETURN ON INVESTMENTS FIVE YEAR PERSPECTIVE (2009–2013) YEAR PENSION ANNUITY CANADA TOTAL 2009 206,069,378 (3,506,697) 25,813,288 228,375,969 2010 261,508,150 17,053,618 14,072,548 292,634,316 2011 4,527,639 10,286,743 (6,725,716) 8,088,666 2012 288,678,872 20,084,027 13,438,657 322,201,556 2013 351,405,045 18,976,454 22,803,502 393,185,001 3 1 S T G E NE RAL CON VEN TION 201 4 45 officially implemented on January 1, 2012, and continues through December 31, 2024. The goal of the FIP is to return the Pension Fund to GREEN status (greater than 80 percent funded). To accomplish this goal, a 35 percent supplemental hourly contribution was mandated. Although we remain in YELLOW status, all data indicates that we are on course to reach GREEN status on schedule under the plan. Board Takes Action to Increase Benefits Although the current accrual rate for contributions remains at .5 percent, the Pension Fund Board of Trustees took action in 2013 to provide an additional benefit to members on “new money.” As of January 1, 2013, any additional contributions made above and beyond a member’s base and FIP supplemental contributions accrue at a rate of 2 percent. This action by the board provides the opportunity for members to increase their retirement benefit, and it serves to further hasten the arrival at our goal of GREEN status for the Pension Fund. Each district council can play a part in helping our members’ retirement future by negotiating such increases in upcoming bargaining agreements. TOTAL FUND ANNUALIZED RATE OF RETURN-NET OF FEES Annuity Plans The IUPAT Industry Pension Fund partnered in building the Embassy Suites Hotel Washington/Convention Center in Downtown Washington, DC in 2000. ANNUAL RATE OF RETURN ON ANNUITY PLAN 2008 – 2012 46 YEAR TOTAL 2008 - 5.1% 2009 - 1.0% 2010 5.2% 2011 2.9% 2012 5.6% Just over ten years ago, the Pension Fund Board of Trustees moved the assets of the Annuity Plan to its own low-risk portfolio. It did so to best accommodate the investment interests of its participants, as there was extreme age diversity within that group. Although the fund would likely never make unusually large gains in any one year with this conservative portfolio, it would not take any unusually large losses either. FIVE YEAR PERSPECTIVE (2009–2013) YEAR TOTAL 2009 9.2% 2010 11.5% 2011 0.35% 2012 11.7% 2013 13.7% 5 Yr Avg 9.0% 10 Yr Avg 5.0% Hardship Withdrawal The Great Recession we suffered over the past five years took its toll on everyone, but some more so than others. The Pension Fund Board of Trustees took action just before our 2009 General Convention to provide an avenue for financial relief for participants who were facing hard times. I U PA T GE NE R A L OF F I C E R S’ REP O RT Participants are allowed to apply to withdraw a portion of their annuity under the rule called Immediate and Heavy Financial Need. To qualify, the hardship distribution must address an unpaid expense that is necessary for the well-being of the member’s family, including: Medical Expenses and COBRA n Payment toward the purchase of a participant’s principal residence. n Payments to prevent eviction or foreclosure on a residence (e.g. liens due to unpaid taxes or utilities). n Twelve months of tuition, related educational fees, room and board for the member or his or her dependents. n Funeral expenses. n Costs to repair damage to the home due to flood, fire or storms. The IUPAT Industry Pension Fund is an engine that drives job growth – union job growth. These categories can overlap or combine with other factors that show a need to meet basic requirements for food, clothing and shelter. The member must have at least $5,000 in his or her Annuity Account to be eligible. The Value of a Strong Pension Fund for You and Our Communities The benefits of your Pension Fund to you, as a union member, begin far before your retirement. The IUPAT Industry Pension Fund is an engine that drives job growth – union job growth. That’s right; your pension dollars are working to put you and your fellow members on projects throughout the United States. How? Investment in real estate development. The IUPAT Industry Pension Fund is currently participating in several investment vehicles that make your hourly contributions far more valuable to you, and our employers, than you ever realized. Think about it; one of the biggest hits to the U.S. economy and job growth when the market crashed in 2008 was the lack of new construction projects. Compounding that economic damage was the wave of projects already underway that ran out of money because of the crash. Fortunately, managers of union pension funds across the AFL-CIO, including the IUPAT, took aggressive, proactive steps to spur real estate development and new construction jobs. Here are a few of the investment programs your pension dollars participate in to build a better economy for us all. 3 1 S T G E NE RAL CON VEN TION 201 4 47 The Pension Fund Board of Trustees took action just before our 2009 General Convention to provide an avenue for financial relief for participants who were facing hard times. ULLICO J FOR JOBS The Union Labor Life Insurance Company (ULLICO) opened its doors in 1927 after Samuel Gompers, the first president of the AFL-CIO, championed for a union-owned insurance company to exclusively benefit AFL-CIO members. Since its inception, the ULLICO J for Jobs initiative has provided $12.5 billion for first mortgages for construction and permanent financings. Over its history, the fund has created over 263,000 union construction jobs and over 533 million hours of union work. AFL-CIO HOUSING INVESTMENT TRUST (HIT) The AFL-CIO Housing Investment Trust specializes in financing affordable housing where the construction projects create union jobs. The HIT has helped finance over 500 housing projects which have created or preserved more than 108,000 homes. That financing has generated over 70,000 jobs for union construction workers on these projects. AFL-CIO BUILDING INVESTMENT TRUST (BIT) The AFL-CIO Building Investment Trust (BIT) has been helping America’s cities carry out their urban development and revitalization plans for over 20 years. During this time, the BIT has participated in nearly $4.3 billion in real estate projects nationwide to generate an estimated 54 million hours of employment and over 34,000 jobs for members of the building and construction trades. These are only a few of the investment funds the IUPAT participates in to do its part to get America working again while building a financially secure retirement future for you. Bold Future The IUPAT Industry Pension Fund is making strong progress as we face better economic times in North America. The Board of Trustees will continue its diligence in protecting the retirement security of each and every one of our active and retired members, and their beneficiaries. There is more work to be done, but your Board is resolved to continue to be proactive and persistent in protecting the retirement for which you have worked. 48 I U PA T GE NE R A L OF F I C E R S’ REP O RT 2009 2009 ANNUITY2010 HARDSHIPS 2009 Primary Residence Casualty 2009 Funeral Immediate Medical Financial Need Primary Primary Casualty Residence Residence Casualty Funeral HARDSHIPS Medical Prevent Eviction Prevent Tuition Foreclosure 2011 Prevent Tuition Foreclosure ANNUITY ANNUITY HARDSHIPS HARDSHIPS 2010 2010 2009 2011 Prevent Eviction 2011 ANNUITY ANNUITY HARDSHIPS HARDSHIPS Immediate Funeral Immediate Medical Medical Prevent Financial Financial Eviction 2012 Need Need 2012 Prevent Prevent Pr Tu Foreclosure Eviction Fore 20 2012 neral sualty Immediate Funeral Immediate Medical Prevent Medical Prevent Prevent Tuition Prevent Tuition Financial Financial Eviction Foreclosure Eviction Foreclosure 2013 2012 Need Need 2012 3 1 S T G E NE RAL 2013 2012 CON VEN TION 201 4 2013 49 Government Affairs Political action is vital for the growth of our union and the rest of the organized labor movement. N ever has there been a more coordinated campaign by anti-union interests to weaken organized labor than in the last five years. Corporate opponents gained more spending power in campaigns, private interests successfully lobbied (and continue to do so) for so called Right-to-Work legislation in various state legislatures, and efforts by organized labor to move legislation through Congress for a more efficient and fair way of organizing were stalled by political opponents. That is why the International Union of Painters and Allied Trades Government Affairs Department has rallied to meet these challenges over the last five years. We have put together new tools and personnel to ensure the voice of organized labor is heard in the halls of legislature across North America and pro-working family candidates are elected to office. The Team In addition to the ongoing work by the department director and the international legislative representative in Washington, DC, the IUPAT has two fulltime representatives in the field working with district council political directors in the United States and Canada. The department has also made great strides in overseeing the placement of local lobbyists to complement our international efforts on a daily basis. This is testament to how our district councils have embraced the importance of political activism beyond the rallies and get-out-the-vote efforts. Today, we’re doing more face-to-face meetings with lawmakers than we ever have before. Our Tools IUPAT Government Affairs has made every effort to successfully integrate the most advanced and effective way to communicate with our membership. The campaigns of today and tomorrow will rely on technologically savvy oper- 50 I U PA T GE NE R A L OF F I C E R S’ REP O RT atives running complex dynamic campaigns. The IUPAT’s Government Affairs Department has prided itself on outpacing others when it comes to using the voter file, text messaging, social media, and deploying dynamic tools that put the IUPAT at the forefront of the union movement and, most importantly, allow our affiliates to run and win campaigns that help increase the impact we have on behalf of our membership. TEXT MESSAGING In 2010, the IUPAT launched its Text Messaging program with just less than 3,000 subscribers. Today, we are over 11,000 strong and growing every day. We are messaging members to attend rallies and union meetings, to call their representatives about the issues that matter most to us and even pass along video messages from leadership. We can focus the range of members we communicate down to one particular local union or across the United States with one push of the button. SOCIAL MEDIA The IUPAT is active and strong in the social media circles. We’re keeping our members informed via Facebook and Twitter, and sharing news and events from our brothers and sisters in the other trades. We’re using these platforms to lobby decision-makers, as well. In 2011, the IUPAT Government Affairs team took to social media to brief their own delegates, members of Congress and their staff on the issues important to the IUPAT and the Building Trades in anticipation of the annual AFL-CIO Building and Construction Trades Department Legislative Conference that year. Beginning on their day of arrival, delegates saw an internet campaign sponsored by the IUPAT in POLITICO, 3 1 S T G E NE RAL CON VEN TION 201 4 51 a leading online and print publication heavily read by lawmakers and their staff. The campaign also appeared in Google and Facebook advertising, as well. When readers clicked on one of the advertisements, they were taken to a custom made website that introduced the IUPAT and explained the issues important to working families. By the time IUPAT members visited the Hill to lobby for the labor movement that week, a significant number of House and Senate staffers and congressional leaders had seen our ads, read about our issues and certainly recognized our signature black and gold colors when we showed up at their offices. CAMPAIGN IN A BOX In late 2013, the IUPAT Government Affairs Department designed and implemented the Campaign in a Box. This groundbreaking tool provides field activists with 12 laptop computers and 20 mobile phones with the necessary equipment to create a campaign headquarters anywhere in North America. The equipment can also be easily utilized to conduct a 12 person phone bank for get-out-the-vote efforts, as well. No one else in the labor movement currently has this system and it gives our union the capability to run campaigns for pro-working family candidates in locations where we otherwise do not have the equipment or infrastructure to do so now. IUPAT 2010 POLITICAL ACTIVISM BY THE NUMBERS Over 150 Rallies and Events with Candidates Over 3,500 Election Day Workers 52 Nearly 200,000 Fliers were Printed and Distributed from the Working Families Toolkit I U PA T GE NE R A L OF F I C E R S’ REP O RT The Army of Black and Gold is Still the Best Although we may be well on our way to conquering the electronic frontier when it comes to political activism, nothing beats putting feet on the street to support our candidates and initiatives. The political activists and volunteers of the IUPAT continue to live up to their reputation as the Army of Black and Gold when it comes to rallies and get-out-the-vote efforts. Named for our signature black and gold t-shirts, we can always be spotted and heard when a pro-working family candidate needs our support. Lobbying Our issues need more than phone calls, rallies and emails to get the attention they require to benefit working families. We need to show our law makers that we are willing to make the trip to Parliament and Capitol Hill to make our voices heard. Each year, IUPAT members attend annual legislative conferences at the capitols of both Canada and the United States where, in addition to attending workshops and presentations on issues important to working families, they personally visit lawmakers’ offices to lobby for our cause. The International makes certain we maintain that personal presence in our capitols with a lobbying team. The IUPAT lobbying efforts are recognized as among the best in the organized labor movement. There isn’t one national leader in North America who hasn’t had a meeting with a member of the IUPAT and we continue to make every effort to do the same on the state and local level, as well. IUPAT General President Kenneth Rigmaiden participated in a bipartisan media conference with Congressman Kevin Brady (R-TX) and Congressman Joe Crowley (D-NY) to support legislation that will reform the Foreign Investment in Real Property Tax Act. If enacted, such reform will fuel more investment in the development of commercial real estate which will, in turn, create more IUPAT jobs. 3 1 S T G E NE RAL CON VEN TION 201 4 53 IUPAT General SecretaryTreasurer George Galis addressing members of the media at a Capitol Hill event announcing the Energy Savings and Industrial Competitiveness Act in April 2013. The legislation has the potential to create new IUPAT jobs by increasing the installation of energy-efficient technologies in industrial and commercial construction markets, particularly for our highly trained IUPAT glaziers who routinely install energy-efficient glass in offices and homes. Financial Resources IUPAT General President Kenneth Rigmaiden with Congresswoman Nancy Pelosi on Capitol Hill in 2013. The general president made the visit to discuss job growth in the construction industry. 54 The 2010 Citizens United decision in the U.S. Supreme Court essentially eradicated the limits on campaign spending by corporations and unions. The result has been a financial footrace of gigantic proportions between competing interests. Although organized labor maintains the advantage in elections when it comes to activism, we are far overmatched when going head-to-head with corporate interests on raising and spending money to elect candidates. Yet, as usual, the members of the IUPAT remain undaunted by such a financial mismatch and do their part to contribute to electing proworking family candidates. In fact, we are among the best in the Building Trades at raising political funding. IUPAT VS. BUILDING TRADES PAC MONEY A large part of fundraising is dedicated to getting our own IUPAT members elected to office through our PATElect Fund. Every dollar matters when it comes to politics, and the IUPAT is putting its members hard-earned dollars to work for the benefit of us all. I U PA T GE NE R A L OF F I C E R S’ REP O RT Signing in West Virginia - On April 1, 2014, the Water Resources Protection Act was signed into law by West Virginia Governor Earl Ray Tomblin in response to the Elk River chemical spill in January. The bill guarantees all above ground storage tanks meet industry standards to preserve their integrity and prevent future chemical spills. IUPAT District Council 53 lobbied to include provisions in the new law that ensures the application of protective coatings on all above ground storage tanks will be performed by industry trained and certified workers, and there is no one better qualified than the men and women of the IUPAT to do that work. Party Participation The IUPAT supports candidates on both sides of the aisle. When we campaign for various candidates across North America, we are often heard saying that we “don’t follow party lines, we follow unemployment lines.” The IUPAT supports pro-working family candidates who vow and act to get North America working again regardless of political party affiliation. That’s why we are a member of the Democratic Governors Association and the Republican Governors Association, work with and contribute to Provincial Liberal and Conservative Parties, and many more political party committees and associations. Our members cannot afford to play politics in this economy. They need to see our activism support their best interests – period. Member Candidates Over the years, many IUPAT members have run for office on the local and national level in the United States. It’s one of the most important steps in our political activism efforts because it ensures that the interests of working families aren’t only heard through our lobbying and activism, they’re involved in the decision-making process because we directly represent those interests in our elected positions. One IUPAT member in particular who has reached one of the highest levels of office is Congressman Mark Pocan. Brother Pocan won his congressional race in 2012 and represents the 2nd District of Wisconsin. 3 1 S T G E NE RAL CON VEN TION 201 4 55 IUPAT CANDIDATES THROUGH THE YEARS WHO HAVE WON POLITICAL OFFICE Steve Ross, Las Vegas City Council District Council 15 (Southern Nevada, Colorado, Arizona) Ken Kraft, Northampton County Council District Council 21 (Pennsylvania) Mark Pocan Steve Ross Daniel J. Poling, West Virginia House of Delegates Director of Political Affairs, District Council 53 (West Virginia, Ohio, Kentucky) Denver Abicht, Marietta City Council in Ohio District Council 53 (West Virginia, Ohio, Kentucky) Gerald Boures, Council Member, Town of South Prairie, Washington District Council 5 (Washington, Oregon, Utah, Alaska) Dan Poling Denver Abicht Jeff Stark, Amsterdam Town Supervisor - 2nd Ward District Council 9, New York Mark E. McKee, Township Supervisor for Warminster Township District Council 21 (Pennsylvania) John Carioscia, Cape Coral Council District Council 78 (Florida) Craig Olson, Board of Directors/Lake Country Power District Council 82 (Minnesota, Montana) Craig Olson Paul Perry Paul Perry, Mayor of Pine Island, Minnesota District Council 82 (Minnesota, Montana) Jim McDonough, Ramsey County Commissioner, Minnesota District Council 82 (Minnesota, North Dakota) Scott Parker, Mazeppa City Council Member, Minnesota District Council 82 (Minnesota, Montana) 56 I U PA T GE NE R A L OF F I C E R S’ REP O RT Political Grants One of the most important end-results of political action and support of pro-working family candidates is the increased opportunities to apply for and win state and federal grant money to support our training programs throughout North America. GRANT MONEY WON 2009 – 2013 “We need to come together as Americans to solve our problems and stop thinking about solutions in terms $14,000,000 Democratic ideas. $13,587,168 $12,000,000 $10,000,000 $4,000,000 $3,730,422 $6,000,000 $2,387,331 $8,000,000 2009 2010 $13,009,988 of Republican ideas or $14,855,335 $16,000,000 I’m proud to work with the IUPAT to make sure that happens.” –Washington State Congressman Dave Reichert after receiving an IUPAT endorsement in his 2010 congressional race. $2,000,000 0 2011 2012 2013 The Future Political action is vital for the growth of our union and the rest of the organized labor movement. The time each of us puts into supporting candidates and initiatives for the advancement of our proud cause can have a profound effect on not only our lives, but the lives of all working families – union and non-union. The IUPAT Government Affairs Department will continue to develop news GRANTS tools and strategies that will maintain 2009 our status as one of the2012 best grass roots District Council 2010 2011 2013 organizationsTotal in theby labor – the Army of Black and Gold. Yearmovement $2,387,330.96 $3,730,421.51 $13,587,168.63 3 1 S T G E NE RAL CON VEN TION 201 4 $14,855,335.32 $13,009,987.99 57 Preserving Our Members’ Resources As your GST, and on behalf of the General Executive Board, we are always seeking ways to reduce expenses. W elcome, IUPAT Delegates, to the 31st IUPAT General Convention. The last five years have challenged our union like never before. As you will see in the pages of this report, our membership loss has translated into substantial revenue loss. Yet, our union maintained its investment in our affiliate district councils to assist in our organizing efforts, and has maintained relatively well financially through a terrible five years economically. As our economy slowly emerges from a horrific recession, our union plans to seize a Bold Future, as our convention theme suggests. The pages of this report, and our convention this week, should make it clear that the IUPAT is working to seize that Bold Future for our members. I want to thank the entire staff of the Office of the General Secretary-Treasurer for their continued dedication to our union and the members. General Office Activities The duties of the general secretary-treasurer are detailed in Sections 54 through 61 of the IUPAT General Constitution. This section of the General Officers’ Report provides an overview of those duties, how they are carried out on a daily basis and how my office fulfills its responsibilities. The major duties of my office are detailed in Sections 55 (a) and (b) of the General Constitution, which address financial and membership recordkeeping requirements. This report has a section devoted to each of these responsibilities with detailed information provided on all aspects of our finances and membership. Before you read the sections of the report on finances and membership, a summary of activities and highlights of the vast changes that have occurred over the past five years since we last met together is provided. The areas I would like to address are the financial status of the IUPAT, relocation of the IUPAT Headquarters, the Integrated Membership System Enhanced and the Leadership Training Series. 58 I U PA T GE NE R A L OF F I C E R S’ REP O RT Financial Status of The IUPAT Our financial status is directly related to our membership gains or losses. From January 1, 2009 to December 31, 2013, we lost 28,269 active members: 17,882 regular members, 4,840 apprentice members and 5,547 industrial members. This translates to a cumulative five-year revenue loss of $23,864,216 from 2009 to 2013. This loss is calculated only on Apprentice and Regular members, so the actual decrease in revenue is higher. In that same five-year period, the IUPAT paid out to our affiliates $20,774,544 in Organizing and GO Fund assistance. If you were to look back over a 10-year period, the total assistance is $33,097,793. These are funds actually paid back to our district councils and unaffiliated local unions for use in organizing. Through all of that, I believe we have done a good job of financial management because our deficit spending on a cash basis during this five-year period is a total of $12,308,151. As your general secretary-treasurer, and on behalf of the General Executive Board, we are always seeking ways to reduce expenses. A good exASSISTANCE TO AFFILIATES TEN YEAR TOTAL $33,097,793 0 2004 3 1 S T G E NE RAL 2005 2006* 2007 CON VEN TION 201 4 2008 2009 2010 2011 2012 $3,513,971 $3,221,203 $3,804,264 $2,946,632 $1,000,000 $1,918,024 $2,000,000 $972,220 $3,000,000 $1,269,963 $4,000,000 $5,698,566 $5,216,409 $5,000,000 $4,536,540 $6,000,000 2013 59 ample of this occurred in 2013. That year, we joined a cooperative called TopSource, LLC that provides us access to reduced prices on almost all of the consumables that we purchase to operate the IUPAT. This includes office supplies, energy to run the IUPAT Headquarters and campus, vehicles and the list continues to grow. In 2014, we will save in excess of $260,000 on copiers, office supplies, electricity, and the Ford Fleet program. We are looking into additional programs for Life & Disability Insurance, Microsoft Licensing, etc. Moreover, we are seeking ways to extend the benefits of this cooperative buying program to our district councils and ultimately, where practical, to our members. However, we cannot continue the pattern of deficit spending. Since 2005 up to and including 2014, we have left $74,661,488 in the members’ pockets by not taking per capita tax increases as shown in the graph on page 60. Our actual per capita tax for regular and apprentice members is currently $24.80, without the Death Benefit. Section 17 (a) of the General Constitution provides for an automatic increase on an annual basis. If these had all been taken, the per capita tax would have been $33.10 per member, per month. The IUPAT per capita tax is among the lowest in the Building Trades. COMPOUNDED PER CAPITA TAX LEFT IN MEMBERS’ POCKETS* OVERALL PER CAPITA SAVINGS: $74,661,488 $11,000,000 0 2003 2012 2013 $8,964,000 2010 $1,942,688 $1,000,000 $1,560,000 $2,000,000 $720,000 $3,000,000 $3,996,000 $4,000,000 $8,748,000 $5,000,000 $6,127,200 $5,994,000 $6,000,000 $8,424,000 2009 $7,000,000 $8,760,000 $8,000,000 $9,702,000 $9,000,000 $9,723,6000 $10,000,000 2004 2005 2006 2007 2008 2011 2014 *Potential Per Capita Tax Based on Constitutional Formula 60 I U PA T GE NE R A L OF F I C E R S’ REP O RT We run the day-to-day operations of the union on 61 percent of the per capita tax income, and over 22 percent of our income directly funds our organizing efforts. Another major expense is the approximately $2,000,000 we pay in affiliation fees (per capita tax) annually to the following entities: • American Federation of Labor – Congress of Industrial Organizations (AFL-CIO) • Building and Construction Trades Department • Maritime Trades Department • Metal Trades Department • Professional Employees Department • Union Label Trades Department • Canadian Federation of Labour • Provincial Federations of Labour • Union Sportsmen’s Alliance • AFL-CIO state per capita tax. We are one of about six unions that pays the state federations on behalf of our local affiliates. In addition to saving our district councils and local unions those funds, this dues arrangement also provides the International with a discount as well. ACTUAL VERSUS POTENTIAL PER CAPITA TAX* Actual Per Capita Potential Per Capita $24.80 $32.20 $24.10 $23.40 $29.00 $28.50 $21.70 $20.80 $20.80 $28.10 $25.40 $20.80 $24.60 $20.10 $23.00 $20.10 $20.10 $20 $21.50 $25 $31.20 $30 $33.10 $35 $15 $10 $5 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 *Potential Per Capita Tax Based on Constitutional Formula 3 1 S T G E NE RAL 35 CON VEN TION 201 4 61 Organizing Fund $6.00 / 22.4% Building Corporation $0.70 / 2.6% The International pays over a half million dolPolitical Action lars annually to Fund state federations. $0.24 / 0.9% We believe, as an organization affiliated with these Accidental Death Fund entities, these fees/ are $0.05 0.2%necessary to support a united house of labor; however, from a financial standpoint, Benefit Fund this representsDeath approximately 10 percent of our general $2.00 / 7.5% fund expenses. Convention Fund During the past five years, some of the main initia$1.24 / 4.6% tives taken by the Office of the General Secretary-Treasurer are: • Relocation of the IUPAT Headquarters • Integrated Member Services Enhanced (IMSe) • Leadership Training Series Relocation of IUPAT Headquarters In 2004, the Building Corporation was formed to acquire and hold title to the property to be used for the International Headquarters campus. When the property was purchased to house the IUPAT International Training Center, sufficient additional land was acquired to enable more facilities to be built. We built the IUPAT Headquarters building and the state-of-the-art IUPAT Remaining General Residence Suites and Conference Center (IRSCC) to Fund Per Capita $16.57 / 61.8% 15, 2010, create our current campus. On September the IUPAT officially celebrated the grand opening of the new IUPAT Headquarters. Today, the campus is a busy place. The headquarters building houses the IUPAT, LMCI and Pension Fund 2014 ALLOCATION OF PER CAPITA TAX & DEATH BENEFIT CONTRIBUTIONS REGULAR MEMBER $26.80 g Organizing Fund $6.00 / 22.4% Political Action Fund $0.24 / 0.9% l Building Corporation $0.70 / 2.6% Accidental Death Fund $0.05 / 0.2% on Remaining General Fund Per Capita $16.57 / 61.8% Death Benefit Fund $2.00 / 7.5% Convention Fund $1.24 / 4.6% g 62 I U PA T GE NE R A L OF F I C E R S’ REP O RT staff. The International Training Center houses IT staff as well as that of the Finishing Trades Institute and Job Corps. Amenities included in the IRSCC include meeting rooms, classrooms, training facilities and equipment, and the IUPAT Lion’s Grill which feeds our many guests, trainers and students who stay at the IRSCC. The IRSCC is a non-smoking facility with 36 rooms, three of which are ADA compatible. Since opening its doors in September 2010, the Residence Suites have been rented for a total of 13,106 room nights. A 15-passenger van wrapped with the distinctive IUPAT logo is available to transfer our guests to and from Baltimore/Washington International Thurgood Marshall Airport and AMTRAK train station. Our hotel received the FEMA Hotel Certification, which is a requirement for U.S. government travelers when they use government funds to pay for lodging. Besides being a place of business and training for IUPAT officers and members, the campus has also been utilized to hold other important conferences and meetings. Some of the groups that have held events here are the AFL-CIO, Working America, UAW Local 2301, the U.S. Department of Labor, the Democratic Governors Association, AFSCME, Union Privilege and the IBEW, just to name a few. Aside from our campus providing a spacious facility for offices, training and housing, it has also enhanced the net worth of our union. The information I am about to give you is not according to accounting standards, nor is it from our financial statements, but AFFILIATION FEES $2,042,025 $1,913,132 2009 $2,292,534 $2,405,652 2008 $2,250,733 $2,451,139 $2,224,797 $1,886,006 $1,500,000 $1,753,925 $2,000,000 $2,057,639 $2,500,000 2012 2013 $1,000,000 $500,000 0 2004 3 1 S T G E NE RAL 2005 2006 CON VEN TION 2007 201 4 2010 2011 63 rather as it relates to market values. As was reported in the 2009 version of this report, we sold our interest in our former building for $23 million. Those funds were invested in our current campus. The assessed value of the campus is approximately $37 million. The cash in our Building Corporation is approximately $4 million. That gives us a total market value of $41 million. If you subtract the $14 million mortgage that we owe, that leaves us a net market value for our campus of $27 million, thus enhancing our net worth. The doors to the new IUPAT Headquarters opened on September 15, 2010 in Hanover, Maryland. 64 Integrated Membership System Enhanced (IMSE) During the 2009 General Convention, it was resolved that all district councils and local unions use the IUPAT Integrated Membership System Enhanced (IMSe), or other systems approved by the general secretary-treasurer by January 1, 2014. Use of the IMSe or other approved systems includes proper tracking of dues collection, member records maintenance and reporting of member activity as stated in the General Constitution under Section 235, Centralized Local Union Dues, Records and Reporting. Since 2009, district council and local union IMSe usage has grown. To date, 90 percent of our affiliates use the Membership component for reporting activity updates; 44 percent of our affiliates use the Dues component for tracking member dues collection; and 16 percent of our affiliates use the Education component for tracking apprenticeship and training. My office continues to make enhancements and new feature updates based on the needs of our affiliates. New feature updates, such as the ability to print hard-plastic official member identification cards, programming to accommodate the breakout of additional fees received with Dues Check-Off, as well as other global system updates for better user experience, have been programmed and are now available in the system. The Education component, which is the most underutilized feature of the IMSe, has significantly changed since initial programming specifications in 2009, and is also available for use. I U PA T GE NE R A L OF F I C E R S’ REP O RT While use of the IMSe continues to grow, we are still not at full affiliate usage. The affiliates that utilize all three components of the system (Membership, Dues and Education) now have the ability to simultaneously track and update the records of their members within a single database. The ability to track and update membership, dues and education records in the IMSe is a powerful tool for the IUPAT. For example, tasks such as creating vital reports that can aid in manning jobs is easily achievable because key information on our membership is maintained within a single database. In order to strengthen and maintain essential membership data for our entire union, we must continue to push forward with full affiliate use of the IMSe. Leadership Training Series The Leadership Training Series is mandated under Section 190 of the General Constitution. It is an eight-week program that is given over a two-year period to newly elected or appointed full-time officers on a broad range of subjects. The training gives these new leaders the tools they need to be successfully effective in their jobs. All of the training is held at our IUPAT campus in Hanover, Maryland. Since the Leadership Training Series began in 2009, 123 students have graduated. There are currently 60 students enrolled and attending classes. Since 2009, 80 percent of those who entered the program have graduated. Three of the current business manager/secretary-treasurers are graduates of the program, and three more will complete the training within the next year. The Leadership Training Series course includes the following eight classes: • Leadership Series 1 • Leadership Series 2 • Organizational and Membership Development (OMD)1: Organizing Overview • OMD II: Strategic Planning • OMD III: Closing the Deal • OMD IV: Communications and Media • Labor Law in the Construction Industry • Contract Negotiations in the Construction Industry We have spent approximately $3.2 million on the program from 2009 3 1 S T G E NE RAL CON VEN TION 201 4 65 As our economy through 2013. This number includes tuition, airfare, instructor fees, and room and board. As you can see, this program, while worthwhile, is expensive for the International. Yet, the General Executive Board believes it to be worth the investment. The program has received great reviews from the students, many of whom have emailed from time to time to point out how the training has assisted them in performing their duties representing our union. The program also serves as an excellent team building experience, as students and former students report networking with each other as a result of the time they spent together in training. slowly emerges from a horrific recession, our union plans to seize a Bold Future. Report On Membership Pages 67-69 show our membership totals as of March 15, 2014, along with details of trends by membership classification for the last five years. The graph below shows total membership since 1960. TRENDS OF TOTAL MEMBERSHIP (SINCE 1960) 220,000 200,000 180,000 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 66 I U PA T GE NE R A L OF F I C E R S’ 14 20 09 20 04 20 99 19 94 19 89 19 84 19 79 19 74 19 69 19 64 19 19 60 0 REP O RT MEMBERSHIP BY DISTRICT COUNCILS AND NON-AFFILIATED LOCAL UNIONS (AS OF MARCH 1, 2014) DISTRICT COUNCIL/STATE HEADQUARTERED LOCAL UNIONS REGULAR APPRENTICE INDUSTRIAL LIFE TOTAL 3 Kansas City, MO 9 790 100 180 348 1,418 4 Buffalo, NY 11 1,112 161 367 275 1,915 5 Seattle, WA 15 3,269 359 928 439 4,995 6 Cleveland, OH 20 2,136 253 449 748 3,586 7 Big Bend, WI 8 986 102 252 333 1,673 9 New York, NY 17 5,537 597 1,097 767 7,998 11 Hartford, CT 7 812 146 161 166 1,285 14 Chicago, IL 14 3,370 231 300 574 4,475 15 Henderson, NV 7 2,086 231 109 394 2,820 16 Livermore, CA 17 4,726 1,131 929 1,517 8,303 1M Warren, MI 11 1,564 269 300 488 2,621 21 Philadelphia, PA 10 2,010 266 946 495 3,717 30 Aurora, IL 9 1,263 97 7 157 1,524 35 Boston, MA 14 1,818 241 1,004 298 3,361 36 Monterey Park, CA 11 5,979 1,134 796 874 8,783 38 Burnaby, British Columbia, CN 5 1,296 307 223 268 2,094 39 Dartmouth, Nova Scotia, CN 6 619 301 191 33 1,144 46 Toronto, Ontario, CN 12 4,766 881 417 569 6,633 50 Honolulu, HI 5 1,174 544 59 65 1,842 51 Lanham, MD 9 779 146 368 184 1,477 53 Charleston, WV 8 694 112 1,035 179 2,020 57 Carnegie, PA 8 1,022 165 385 329 1,901 58 Collinsville, IL 25 2,496 283 591 587 3,957 77 Forest Park, GA 10 778 170 321 182 1,451 78 Orlando, FL 8 1,024 300 2,318 126 3,768 80 New Orleans, LA 8 458 122 446 108 1,134 81 Des Moines, IA 9 604 127 1,644 155 2,530 82 Little Canada, MN 10 2,163 249 169 561 3,142 1,834 88 Georgetown, TX 11 752 552 265 265 91 Merrillville, IN 12 1,615 235 754 506 3,110 97 Gatineau, Quebec, CN 4 0 0 2,383 28 2,411 711 Springfield, NJ 9 1,676 151 207 324 2,358 Canadian Non-Affiliated Local Unions Alberta Alberta 1 344 273 76 19 712 Manitoba Manitoba 1 438 25 122 17 602 1,109 Ontario Ontario 3 630 371 31 77 Saskatchewan Saskatchewan 1 0 0 22 0 22 345 60,786 10,632 19,852 12,455 103,725 Totals 3 1 S T G E NE RAL CON VEN TION 201 4 67 NEW INITIATES BY CLASS Regulars 16,000 Apprentices Industrials 14,000 3,363 12,000 3,090 2,533 3,516 3,574 3,640 3,310 3,318 3,503 6,091 6,071 5,631 6,073 10,000 8,000 4,018 6,000 4,000 6,474 0 2009 2010 2011 2012 2013 BREAKDOWN OF DUES PAYING MEMBERS BY LOCAL UNION SIZE AS OF MARCH 1, 2014 70 Locals 5,192 Paying Members 112 Locals 18,743 Paying Members 34 Locals 1,268 Paying Members 9 Locals 161 Paying Members 6,091 45 Locals 40,170 Paying Members 68 75 Locals 25,736 Paying Members Less than 25 Members 101–250 Members 25–50 Members 251–500 Members 91,270 Dues Paying Members 51–100 Members More than 500 Members 345 Local Unions I U PA T GE NE R A L OF F I C E R S’ REP O RT MEMBERSHIP TREND BY CLASS 6,000 20,000 4,000 10,000 2,000 0 0 Mar ‘09 Mar ‘10 Mar ‘11 Mar ‘12 Mar ‘13 Mar ‘14 Mar ‘09 Mar ‘10 Mar ‘11 Mar ‘12 Mar ‘13 Mar ‘14 6,000 14,000 4,000 12,000 2,000 10,000 0 Mar ‘09 Mar ‘10 Mar ‘11 Mar ‘12 Mar ‘13 Mar ‘14 12,455 8,000 12,578 19,852 19,212 16,000 10,000 19,660 18,000 21,453 20,000 12,000 13,478 14,000 13,868 24,000 23,684 16,000 25,200 26,000 14,085 LIFE 14,313 INDUSTRIAL 22,000 10,632 30,000 10,023 8,000 9,759 10,000 11,626 12,000 60,786 40,000 61,897 50,000 63,521 14,000 60,000 67,316 70,000 71,385 16,000 77,906 80,000 12,979 APPRENTICE 15,039 REGULAR Mar ‘09 Mar ‘10 Mar ‘11 Mar ‘12 Mar ‘13 Mar ‘14 TOTAL 80,000 103,725 90,000 103,710 100,000 106,418 110,000 114,263 120,000 122,133 130,000 132,458 140,000 70,000 60,000 Mar ‘09 Mar ‘10 Mar ‘11 Mar ‘12 Mar ‘13 Mar ‘14 3 1 S T G E NE RAL CON VEN TION 201 4 69 Financial Operations We continue to maintain a fiscally prudent attitude as we fund the policies and programs of the IUPAT… S ection 55 (a) of our General Constitution dictates the general secretary-treasurer is responsible for the receiving and accounting of the funds of our union. The following IUPAT funds are currently under my jurisdiction: n General Operating Fund n Death Benefit Fund n Organizing and Growth and Opportunity (GO) Funds n Building Corporation LLC n Convention Fund n Accidental Death Fund n Finishing Industries Disaster Relief (FIDR) Fund A brief description of these funds, accompanied by a summary of financial activity, is provided in this section. This information is presented as a reference for the delegates as they consider business at hand during the General Convention. General Operating Fund The General Operating Fund of our International consists of the assets and revenues used to run the day-to-day operations of the IUPAT. A portion of our per capita tax and an administrative processing fee make up the majority of the income for this fund, along with the investment income. My office offers supportive services to the affiliated funds and receives an administrative cost reimbursement that generates income for the fund. Personnel costs for the administration of the IUPAT, affiliation fees for membership in the AFL-CIO, general office expenses, conferences, meetings and seminars account for the majority of the expenses secured against the General Operating Fund. My office continues to maintain a fiscally prudent attitude as it continues to fund the policies and programs of the IUPAT, and service our affiliates and members. Personnel costs are the largest expenditure for a labor union. We have kept that number down despite increases in the benefit costs we all have experienced. In 2001, the total staff of the IUPAT (in the office and the field) was 96 people. Today it is 63 people. Our total personnel costs are less today than they were in 70 I U PA T GE NE R A L OF F I C E R S’ REP O RT 2001. We feel the decrease in staff has been accomplished without any reduction in services to our affiliates. PERSONNEL COSTS $12,628,032 $11,930,140 $11,310,632 $12,672,096 $11,504,799 $12,000,000 $8,000,000 Training Series gives new leaders $14,000,000 $10,000,000 The Leadership the tools they need to be effective in their jobs. $6,000,000 $4,000,000 $2,000,000 0 2009 2010 2011 2012 2013 Death Benefit Fund Established by the IUPAT in 1887, total death benefit payments have exceeded $130,000,000 since its inception. In 2010, we used the Death Benefit Fund to finance the mortgage for our campus in Hanover. The fund loaned the Building Corporation $14 million for 30 years at five percent interest. This stabilized the investment income of the Death Benefit Fund because the bulk of the fund is now making a steady five percent fixed income. At the same time, membership loss and less members transferring to Life Membership upon retirement has resulted in fewer claims. Over the last 10 years, we are averaging about 20 less claims per month, which translates to $600,000 per year in savings to the Death Benefit Fund. All of this has resulted in the steady growth of the fund in the last five years. 3 1 S T G E NE RAL CON VEN TION 201 4 71 GENERAL OPERATING FUNDS INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS REVENUE: Per capita Administrative Processing, Reinstatement & Clearance Card Fees Investment Income Administrative Cost Reimbursements Royalties & Reimbursements Local Union Supplies & Bond Premiums Other Total Revenues EXPENSES: Personnel Costs Affiliation Fees Benefits & Awards Communications (Includes Cost of IUPAT Journal) Conferences, Committees & Seminars Government Affairs Member Mobilization Financial Assistance to Affiliates Regional Organizing Efforts Legal & Litigation Audit & Professional Fees Charitable Local Union Supplies & Bond Premiums Job Corps Program & Administration Administrative, Office and General Office and Computer Equipment Occupancy Postage, Printing & Supplies Insurance Investment and Bank Fees Depreciation Currency Translation Other Total Expenses Excess (Deficiency) of Revenue over Expenses Transfers Among Funds 72 2009 2010 2011 2012 2013 Jan. 1, 2014– Mar. 31,2014 $14,496,389 $13,679,527 $13,982,399 $13,304,194 $13,813,327 $3,978,059 $73,253,895 $378,330 $(194,871) $383,644 $65,751 $390,201 $98,019 $404,735 $55,875 $431,714 $105,585 $104,263 $50,606 $2,092,887 $180,965 $3,375,606 $312,571 $3,319,485 $280,602 $2,634,758 $331,323 $3,864,205 $338,620 $3,898,352 $240,087 $559,644 $17,652,050 $1,503,203 $16,005 $639,296 $19,023,326 $18,989 $974,851 $18,722,849 $262,692 $1,604,170 $19,303,562 $13,801 $1,160,705 $19,142,135 $13,192 $651,254 $19,153,511 $5,204 $107,226 $4,805,002 $329,883 $5,137,502 $100,150,385 $11,504,799 $2,405,652 $12,672,096 $2,250,733 $11,310,632 $2,292,534 $11,930,140 $2,042,025 $12,628,032 $2,006,218 $2,781,377 $434,625 $62,827,076 $11,431,787 $661,775 $491,405 $481,515 $449,913 $334,562 $7,372 $2,426,542 $2,089,901 $1,587,227 $1,658,600 $1,612,388 $1,246,353 $206,734 $8,401,203 $48,102 $48,102 $50,000 Total $45,398 $728,269 $272,229 $338,546 $10,952 $540,729 $288,387 $26,271 $527,249 $152,574 $92,200 $226,529 $121,169 $605,794 $179,407 $206,734 $204,702 $23,915 $15,227 $11,269 $480,746 $82,621 $2,226,098 $343,130 $1,534,955 $79,836 $(65,075) $249,716 $135,533 $81,004 - $481,014 - - - $1,498,745 $82,829 $(5,625) $1,575,949 $1,231,895 $1,343,135 $664,764 $1,511,230 $(202,660) $959,112 $23,295,335 $858,322 $1,359,780 $583,084 $711,104 $(16,669) $903,226 $22,513,847 $1,171,046 $1,040,791 $538,631 $677,264 $62,426 $865,855 $21,055,104 $956,128 $1,092,168 $417,987 $365,622 $104,005 $677,264 $3,797 $16,352 $22,347,759 $1,696,876 $1,160,464 $424,875 $234,141 $114,261 $56,195 $193,384 $23,306 $20,923,343 $341,022 $286,769 $66,829 $62,409 $16,358 $(12,543) $4,122 $4,287,962 $6,255,289 $6,283,107 $2,696,170 $662,172 $234,624 $3,633,057 $27,735 $2,771,973 $114,423,350 $(4,272,009) - $(3,790,998) $(1,751,542) $(3,205,624) $(1,769,832) $ 517,040 $(14,272,965 - Beginning Net Assets for January 1, 2009 $56,310,564 Ending Net Assets for March 31, 2014 $42,037,599 I U PA T GE NE R A L OF F I C E R S’ REP O RT The total assets in the Death Benefit Fund were $21,339,245 as of March 31, 2014. This represents an increase of $8,204,446. The total number of claims paid out from January 1, 2009 through December 31, 2013 was 3,870. These claims resulted in $9,617,424 being dispersed as benefits. The benefits paid vary in amount depending upon the classification of the benefit. The majority of the payments from the fund are for the normal death benefit in the amount of $2,500. Financial information on the Death Benefit Fund is contained on page 74. Other information relating to the Death Benefit Fund is presented in the accompanying charts and graphs on pages 74-75. The key points of this information are as follows: The main causes of death for benefit purposes are: A. Cancer:831 deaths B. Heart Disease/Attack: 305 deaths C. Coronary Artery Disease: 393 deaths These statistics are a reminder that we must continue to be vigilant in our health and safety training. This year, for the first time since 1986, the IUPAT cancer deaths and those of the general public are about even. In previous years, the IUPAT had a much higher percentage of cancer deaths than the general population. We believe this can be attributed to the culture change we have undergone in our union to promote health and safety training and practice. Your leadership is pleased that our emphasis on health and safety has begun to bear fruit. This accomplishment makes it clear that if we can make such a cultural change for health and safety, we can also change to become a relentless organizing union. Organizing and Growth and Opportunity (GO) Funds At the 29th General Convention, the delegates passed a resolution establishing the Organizing Fund for the IUPAT, which is governed under Section 318 of the General Constitution. Each eligible district council or local union will receive an annual payment from the Organizing Fund equal to .05 times the hours on which contributions of at least a nickel per hour were made to our affiliated trust funds; namely the FTI fund, the FTI fund and to either the PAT-PC fund or the PAT-LEC fund during the preceding year. These amounts are paid in 12 equal installments on the beginning of each month. Additionally, in 2008, the General Executive Board established the Growth and Opportunity Fund (GO Fund) to defray the cost of our affiliates engaging in new opportunities to expand our organization. Grants to affiliates from this fund are given based on criteria developed by the GEB. 3 1 S T G E NE RAL CON VEN TION 201 4 73 DEATH CLAIMS BY CLASS JANUARY 2009 – DECEMBER 2013 Life 74% Regular 23% Apprentice 2.0% Industrial 1% DEATH BENEFIT FUND INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS FOR THE PERIOD 2009 THROUGH MARCH 31, 2014 (US DOLLARS) 2009 2011 2012 2013 Jan. 1, 2014– Mar. 31, 2014 Totals REVENUES: Benefit Contributions Investment Income Other Total Revenues $2,422,116 $2,765,092 $9,573 $5,196,781 $2,342,329 $787,690 $14,929 $3,144,948 $2,141,974 $406,201 $21,000 $2,569,175 $2,101,504 $1,093,888 $2,500 $3,197,892 $1,949,736 $1,525,352 $20,357 $3,495,445 $487,776 $261,470 $749,246 $11,445,435 $6,839,693 $68,359 $18,353,487 EXPENSES: Benefit Payments Audit & Other Professional Fees Postage, Printing and Supplies Investment & Bank Fees Currency Translation Other Total Expenses $2,039,123 $362 $(112,013) $89,727 $2,017,199 $1,892,259 $446 $(50,100) $37,591 $1,880,196 $1,994,606 $77 $3,777 $31,298 $2,029,758 $1,944,633 $27,200 $6,873 $(11,199) $1,967,507 $1,746,803 $27,200 $15,446 $22,686 $17,290 $1,829,425 $440,000 $9,000 $(24,044) $424,956 $10,057,424 $63,400 $885 $22,319 $(170,893) $175,906 $10,149,041 $3,179,582 — $1,264,752 — $539,417 — $1,230,385 — $1,666,020 — $324,290 — $8,204,446 — Excess (Deficiency) of Revenues over Expenses Transfers Among Funds 74 2010 Beginning Net Assets for January 1, 2009 $13,134,799 Ending Net Assets for March 31, 2014 $21,339,245 I U PA T GE NE R A L OF F I C E R S’ REP O RT CAUSE OF DEATH OF IUPAT MEMBERS JANUARY 2009 – DECEMBER 2013 CAUSE 2 A.I.D.S. ACCIDENT OFF JOB ACCIDENT ON JOB ALZHEIMER ANEURYSM ARTERIOSCLEROSIS ASTHMA BRONCHOLITHIASIS CANCER CARDIO/PUL ARREST CEREBRAL HEMORRHAGE CEREBRAL TUMOR COLOPATHY CORONARY ARTERY DISEASE CORONARY OCCLUSION CORONARY THROMBOSIS DEMENTIA DIABETES DIS SEC. 292 DRUG OVERDOSE EMPHYSEMA GALL BLADDER DISEASE GASTRO INTESTIANAL BLEEDING GLIOBLASTOMA MULTFRM HEART DISEASE/ATTACK HOMICIDE HYPERTENSION INANITION KIDNEY DISEASE LEUKEMIA LIVER DISEASE MESOTHELIOMA NATURAL CAUSES PANCREATITIS PARKINSON’S DISEASE PERITONITIS PNEUMONIA PULMONARY EDEMA PULMONARY EMBOLISM PULMONARY FIBROSIS RENAL FAILURE SELICOSIS SEPTICEMIA/SEPSIS STROKE/CVA SUICIDE TUBERCULOSIS TUMORS ULCERS UNKNOWN UREMIA NUMBER OF DEATHS 3 1 S T G E NE RAL 12 14 118 50 215 8 3 4 1 25 393 2 6 2 59 2 14 10 111 71 51 16 24 28 25 10 305 100 99 132 12 23 4 32 30 17 5 1 147 77 94 91 91 61 3 244 2 0 831 193 100 CON VEN TION 200 201 4 300 400 500 600 700 800 900 75 The Organizing Fund received its revenue from an allocation of per capita tax equal to $6 per member, per month along with 25 percent of the Administrative Processing Fee. As of March 31, 2014, the Organizing Fund and GO Fund merged into one Organizing Fund for the IUPAT. From January 1, 2009 through March 31, 2014, the Organizing Fund (Org/GO Fund) provided $21,112,017 in direct financial assistance to our affiliates. As of March 31, 2014, the Organizing Fund had net assets totaling $7,259,239, resulting in 13 months liquid reserves. Building Corporation LLC The IUPAT Building Corporation LLC was formed on December 14, 2004, to acquire and hold title to the property to be used for the International Headquarters campus. Currently, per capita tax in the amount of $.70 per member, per month is allocated to the Building Fund. This allocation, along with rental income from the tenants at the International Headquarters campus, makes up the majority of the revenue for this fund. From January 1, 2009 through March 31, 2014, the Building Corp received $19,610,727 in revenue. As of March 31, 2014, the building corps net assets equal $15,596,825. ORGANIZING & GO FUNDS INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS FOR THE PERIOD 2009 THROUGH MARCH 31, 2014 2009 REVENUES: Per Capita Administrative Processing, Reinstatement & Clearance Card Fees Administrative Cost Reimbursements Investment Income Total Revenues 2011 2012 Jan. 1, 2014– Mar. 31, 2014 2013 Totals $5,524,666 $4,941,728 $4,642,965 $6,212,299 $6,151,602 $1,551,913 $29,025,173 $ 71,336 $71,473 $73,186 $80,912 $85,484 $5,618 $388,009 $10,629 $5,606,631 $6,012 $5,019,213 $101 $4,716,252 $15 $6,293,226 $457,040 $15 $6,694,141 $200,000 $ 1,757,531 $657,040 $16,772 $30,086,994 EXPENSES: Personnel Costs Assistance to Affiliates $4,536,539 Regional Organizing Efforts Legal & Litigation Audit & Other Professional Fees Communications Office and Computer Equipment Postage, Printing & Supplies Currency Translation $432 Other $16,109 Total Expenses $4,553,080 $5,762,429 $126,583 $15,915 $9,267 $10,570 $5,924,764 $3,869,764 $508,507 $86,549 $25,375 $212 $4,490,407 $1,159,347 $3,273,570 $155,388 $80,317 $1,258,467 $4,900 $106,632 $966 $15,336 $6,054,923 $1,316,260 $3,608,133 $386,967 $5,254 $1,273,916 $202,629 $61,582 $117,040 $343,386 $2,678,236 $21,112,017 $1,294,485 $85,571 $2,875,769 $10,894 $2,409 $23,903 $181 $6,627,917 $76 $18 $16,037 $ 740,768 $220,066 $3,393 $90,350 $27,072 $28,386,959 $1,053,551 $(905,551) $225,845 $238,303 $66,224 $1,016,763 $1,695,135 - - - - - - - Excess (Deficiency) of Revenues Over Expenses Transfers Among Funds 76 2010 Beginning Net Assets for January 1, 2009 $5,564,104 Ending Net Assets for March 31, 2014 $7,259,239 I U PA T GE NE R A L OF F I C E R S’ REP O RT Convention Fund In accordance with Section 21 of our General Constitution, this fund exists to defray the cost of our General Conventions. Its income is derived from allocating five percent of all assessments levied on our district councils and local unions for per capita tax, Administrative Processing Fees, Reinstatement Fees, Clearance Card Fees and Leave of Absence Fees. The Convention Fund balance as of January 1, 2009 was $5,044,244. The total expenses paid from the fund for the 30th General Convention in Las Vegas, Nevada were $5,647,834 (not including any currency transla- tion). The delegate costs are as follows: $548,219 for hotel, $899,120 for mileage, and $267,475 for per diem. A more detailed breakdown of the 2009 and prior convention costs are contained in the historical data section of this report. Accidental Death Fund Section 313 of our General Constitution states that the International shall maintain an Accidental Death Benefits program in the amount of at least $10,000 covering all members in good standing where death results from a job site accident, in accordance with BUILDING CORPORATION LLC INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS FOR THE PERIOD 2009 THROUGH MARCH 31, 2014 2009 REVENUES: Per capita Rent Admin. Cost Reimbursements Residence Hall Income Other Total Revenues 2010 2011 2012 2013 Jan. 1, 2014– Mar. 31, 2014 Totals $1,098,004 $1,112,172 $2,210,176 $817,058 $1,747,068 $289,744 $431 $2,854,301 $761,688 $2,765,086 $17,837 $934,064 $49,560 $4,528,235 $724,768 $2,812,513 $29,237 $840,552 $500 $4,407,570 $717,687 $2,946,292 $15,169 $872,952 $15,611 $4,567,711 $179,463 $737,572 $31,479 $94,160 $60 $1,042,734 $4,298,668 $9,261,463 $2,952,962 $3,031,472 $66,162 $19,610,727 $41,772 EXPENSES: Personnel Costs Legal & Litigation Audit & Other Prof. Fees Residence Hall Expenses Admin., Office & General Office and Computer Equipment Occupancy Postage, Printing & Supplies Depreciation Currency Translation Other Total Revenues $123,802 $15,584 - $142,996 $60,706 $465,703 $218,177 $29,955 $1,093,175 $223,697 $19,278 $80,044 $998,493 $221,910 $4,761 $80,023 $1,127,121 $24,321 $189,106 $972,354 $130,284 $184,388 $3,873,598 $41,128 $495,018 $41,377 $525,898 $14,112 $109,046 $1,365,965 $496,010 $1,005,960 $65,114 $861,047 $5,579 $269,810 $3,372,925 $184,515 $1,392,140 $26,187 $1,581,903 $(4,916) $42,019 $4,563,155 $296,821 $1,341,116 $18,565 $1,581,421 $1,803 $16,759 $4,577,997 $378,495 $1,264,915 $20,706 $1,578,970 $2,750 $33,105 $4,712,756 $59,733 $243,101 $64,037 $394,743 $1,845 $4,050 $1,022,708 $1,456,702 $5,742,250 $235,986 $6,523,982 $21,173 $474,789 $19,615,506 Excess (Deficiency) of Revenues over Expenses Transfers Among Funds $844,211 $5,399,867 $(518,624) $5,000,000 $(34,920) $400,000 $(170,427) - $(145,045) - $20,026 - $(4,779) $10,799,867 Beginning Net Assets for January 1, 2009 $4,801,737 Ending Net Assets for March 31, 2014 3 1 S T G E NE RAL CON VEN TION $15,596,825 201 4 77 Section 119. The benefit is currently funded by an allocation of $.05 per member, per month from per capita tax. This benefit is only payable to members for accidental death while working under the terms of an IUPAT collective bargaining agreement. From January 1, 2009 through March 31, 2014, the total revenue for the fund was $299,487. During that time, the fund paid a total of 14 claims in the amount of $122,430 (US dollars). As of March 31, 2014, $358,909 was available for benefit payments to our members through this fund. Disaster Relief Fund This fund was established to provide financial assistance to members in areas affected by natural disaster. Funding sources include contributions from the General Fund, local unions, district councils and members. The General Executive Board stopped the monthly allocation to the Disaster Relief Fund due to its current assets. The General Executive Board will begin allocating money again in the event that a disaster depletes the current balance. CONVENTION FUND INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS FOR THE PERIOD 2009 THROUGH MARCH 31, 2014 2009 REVENUES: Per Capita Administrative processing, Reinstatement and Clearance Card Fees Investment Income Other Total Revenues EXPENSES: Personnel Costs Convention Communications Office and Computer Equipment Postage, Printing & Supplies Currency Translation Other Total Revenues Excess (Deficiency) of Revenue Over Expenses 2011 2012 2013 Jan. 1, 2014– Mar. 31, 2014 Totals $1,200,750 $1,133,104 $1,103,714 $1,140,357 $1,160,428 $299,658 $6,038,011 $23,667 $16,974 $615,235 $23,954 $3,794 $15,374 $24,389 $1,323 - $25,560 $1,446 - $27,221 $24,289 - $6,502 $5,205 $150,000 $131,293 $53,031 $780,609 $1,856,626 $1,176,226 $1,129,426 $1,167,363 $1,211,938 $461,365 $7,002,944 $4,843,467 $314,338 $500 $10,044 - $2,124 $133,048 $14,157 $500 $4,976,515 $340,663 $66,941 $277,895 $8,084 $5,744 $5,516,469 $128,617 $3,539 $288 $142,988 $6,257 $7,301 $13,558 $2,953 $7,100 $12,177 $4,750 $644 $5,394 $9,028 $156,233 $66,941 $406,512 $34,611 $21,077 $5,846,819 $(3,659,843) $1,033,238 $1,115,868 $1,155,186 $1,206,544 $305,132 $1,156,125 - - - - Transfers Among Funds 78 2010 - Beginning Net Assets for January 1, 2009 $5,044,244 Ending Net Assets for March 31, 2014 $6,200,369 I U PA T GE NE R A L OF F I C E R S’ REP O RT ACCIDENTAL DEATH FUND INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS FOR THE PERIOD 2009 THROUGH MARCH 31, 2014 Jan. 1, 2014– Mar. 31, 2014 2009 2010 2011 2012 2013 REVENUES: Benefit Contributions Investment Income Other Total Revenues $64,996 $543 $65,539 $58,138 $530 $3,683 $62,351 $54,623 $464 $2 $55,089 $51,769 $408 $52,177 $51,263 $221 $51,484 $12,819 $28 $12,847 $293,608 $2,194 $299,487 EXPENSES: Benefit Payments Investment & Bank Fees Currency Translation Other Total Revenues $30,000 $(13,007) $114 $17,107 $30,000 $(5,024) $2,104 $27,080 $10,000 $2,512 $2,236 $14,748 $50,000 $39 $(2,440) $47,599 $20,000 $7,759 $27,759 $(7,370) $(7,370) $140,000 $39 $(17,570) $4,454 $126,923 $48,432 $35,271 $40,341 $4,578 $23,725 $20,217 $172,564 - - - - Excess (Deficiency) of Revenues Over Expenses Transfers Among Funds Totals - Beginning Net Assets for January 1, 2009 $186,345 Ending Net Assets for March 31, 2014 $358,909 DISASTER RELIEF FUND INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS FOR THE PERIOD 2009 THROUGH MARCH 31, 2014 REVENUES: Contributions and Donations Investment Income Other Total Revenues 2010 2011 2012 $234,018 $511 $234,529 $116,316 $147 $1,600 $118,063 $18,752 $108 $18,860 $13,100 $10 $13,110 $1,000 $1,000 - $383,186 $776 $1,600 $385,562 $21,446 $55 $1,500 $1,688 $21,982 $46,671 $55 $127,263 $350 $372 $128,040 $1,500 $271 $255 $2,026 $58,301 $58,301 $42,709 $42,709 - $21,446 $110 $231,273 $2,309 $22,609 $277,747 $187,858 $(9,977) $16,834 $(45,191) $(41,709) - $107,815 - - - - - - -- EXPENSES: Convention Legal and Litigation Charitable Contributions Currency Translation Other Expenses Total Revenues Excess (Deficiency) of Revenues Over Expenses Jan. 1, 2014– Mar. 31, 2014 2009 Transfer Among Funds 2013 Totals Beginning Net Assets for January 1, 2009 $538,033 Ending Net Assets for March 31, 2014 $645,848 3 1 S T G E NE RAL CON VEN TION 201 4 79 In Memoriam FRED C. HAGEN, JR.....................................................1940-2009 Retired General Vice President Fred C. Hagen, Jr. passed away on August 28, 2009. He was initiated into Painters and Allied Trades Local Union 265, Chicago, Illinois, on July 5, 1961. He served the IUPAT as a General Representative from December 1981 until March 1989, and as a General Vice President from April 1989 until his retirement in March 1995. He was granted Life Membership Status on June 28, 2000. RICHARD J. ZACK........................................................1929-2010 Retired General Vice President Richard J. Zack passed away on October 15, 2010. He was initiated into Sign, Display and Allied Trades Local Union 639, Cleveland, Ohio, on March 7, 1952. He served the IUPAT as a General Representative from July 1965 to May 1984, and as a General Vice President from June 1984 until his retirement in August 1994. He was granted Gold Member Status on March 7, 2002. WALTER G. RAFTERY....................................................1933-2011 Retired General Secretary-Treasurer Walter G. Raftery passed away on March 15, 2011. He was initiated into Painters Local Union 115, St. Louis, Missouri, on September 8, 1952. He served the IUPAT as a General Representative from May 1971 to December 1984, as a General Vice President from January 1985 to December 1993, and as General Secretary-Treasurer from January 1994 until his retirement in August 1995. He was granted Gold Member Status on September 8, 2002. ARMANDO COLAFRANCESCHI.....................................1937-2012 Retired General Vice President Armando Colafranceschi passed away on April 21, 2012. He was initiated into Painters Local Union 1891, Toronto, Ontario, Canada, on October 25, 1960. He served the IUPAT as General Vice President from March 1988 until his retirement in September 2005. PRESENT GENERAL OFFICERS Kenneth E. Rigmaiden General President/ Director of Organizing William D. Candelori, Jr. Executive General Vice President George Galis General Secretary-Treasurer 80 Robert Kucheran General Vice President Harry Zell General Vice President James l. Reid General Vice President James Williams, Jr. General Vice President at Large/Organizing MICHAEL MCRAE.........................................................1946-2012 Retired General President’s Representative Michael McRae passed away on September 16, 2012. He was initiated into Painters Local Union 138, Vancouver, British Columbia, Canada, on July 24, 1969. He served the IUPAT as General President’s Representative from January 1989 until his retirement in December 2003. He was granted Life Membership Status on February 22, 2006. PETER VERKERKE..........................................................1930-2014 Retired Director of Jurisdiction Peter Verkerke passed away on January 1, 2014. He was initiated into Glaziers, Architectural Metal & Glassworkers Local Union 636, Los Angeles, California, on March 28, 1953. He served the IUPAT as Director of Jurisdiction from February 1985 until his retirement in October 1997. He was granted Life Membership Status on August 16, 1999. HERBY C. BEARD, JR....................................................1934-2014 Retired General Representative Herby C. Beard, Jr. passed away on February 28, 2014. He was initiated into Painters Local Union 53, Dallas, Texas, on July 11, 1959. He served the IUPAT as a General Representative from October 1974 until his retirement in May 1993. He was granted Life Membership Status on April 23, 1996. JOHN FISCHER............................................................1914-2014 Retired General Representative John Fischer passed away on April 6, 2014. He was initiated into Painters Local Union 61, St. Paul, Minnesota, on November 5, 1935. He served the IUPAT as a General Representative from October 1965 until his retirement in November 1976. He was granted Life Membership Status on October 19, 1976. GENERAL PRESIDENTS: 1887–2014 NAME LOCAL UNION Joseph Harrold 8Newark, NJ George A. Thompson 31Syracuse, NY James W. McKinney 147Chicago, IL John M. Welter 123Buffalo, NY James H. Sullivan 257Springfield, MA Michael P. Carrick 6Pittsburgh, PA Robert H. Siekmann 50Cincinnati, OH Fred Kneeland 11Boston, MA William DeVaux 115St. Louis, MO Joseph Bahlhorn 37Detroit, MI George F. Hedrick 201Albany, NY John M. Finan 147Chicago, IL Lawrence P. Lindelof 460Hammond, IN Lawrence M. Raftery 115St. Louis, MO S. Frank Raftery 1199St. Louis, MO William A. Duval 1288San Jose, CA A. L. Monroe 890Alexandria, VA Michael E. Monroe 890Alexandria, VA James A. Williams 252Philadelphia, PA Kenneth E. Rigmaiden 12San Jose, CA I U PA T TENURE Mar. 1887–Aug. 1888 Aug. 1888–Aug. 1892 Aug. 1892–Aug. 1894 Aug. 1894–Aug. 1896 Dec. 1894–Mar. 1898 Aug. 1896–Dec. 1897 Dec. 1897–Dec. 1899 Mar. 1898–Dec. 1901 Dec. 1899–Dec. 1901 Dec. 1901–Dec. 1909 Dec. 1909–Dec. 1928 Dec. 1928–Sept. 1929 Sept. 1929–Sept. 1952 Sept. 1952–Feb. 1965 Mar. 1965–June 1984 June 1984–Aug. 1992 Aug. 1992–Aug. 1998 Sept. 1998–April 2002 April 2002–Mar. 2013 April 2013–Present GE NE R A L OF F I C E R S’ REP O RT RETIRED GENERAL OFFICERS David Cairns served the IUPAT from August 1961 to March 1989. Retired as General Vice President. Patrick L. Lane served the IUPAT from March 1970 to January 1994. Retired as General Secretary-Treasurer. Michael E. Monroe served the IUPAT from April 1975 to April 2002. Retired as General President. Raymond N. Sesma served the IUPAT from June 1999 to June 2011. Retired as General Vice President James A. Damery served the IUPAT from February 1984 to August 1994. Retired as General Vice President. William M. Meehan served the IUPAT from January 1995 to January 2002. Retired as Executive General Vice President. William S. Timmons served the IUPAT from May 1990 to December 2001. Retired as General Vice President. William A. Duval served the IUPAT from April 1967 to August 1992. Retired as General President. A. L. “Mike” Monroe served the IUPAT from April 1964 to September 1998. Retired as General President Emeritus. Raymond J. Price III served the IUPAT from May 1999 to September 2011. Retired as General Vice President. Raymond E. Rapp served the IUPAT from July 1985 to December 2001. Retired as General Vice President. Robert J. Gillis served the IUPAT from June 1997 to August 2000. Retired as General Vice President. GENERAL SECRETARY-TREASURERS: 1887–2014 NAME John T. Elliot James W. McKinney John Barrett W. C. Rese Frank Heenan W. T. Connelly Michael P. Carrick Joseph C. Skemp Charles J. Lammert Clarence E. Swick Lawrence P. Lindelof Lawrence M. Raftery William H. Rohrberg O. T. Satre Michael DiSilvestro Robert J. Petersdorf A. L. Monroe Patrick L. Lane Walter G. Raftery James A. Williams George Galis 3 1 S T LOCAL UNION 1Baltimore, MD 147Chicago, IL 79Denver, CO 115St. Louis, MO 147Chicago, IL 31Syracuse, NY 72Pittsburgh, PA 19San Francisco, CA 137St. Louis, MO 49Memphis, TN 460Hammond, IN 115St. Louis, MO 460Hammond, IN 1798Los Angeles, CA 874New York, NY 681Rochester, MN 890Alexandria, VA 741Martinez, CA 115St. Louis, MO 252Philadelphia, PA 6Pittsburgh, PA G E NE RAL TENURE Mar. 1887–Jan. 1900 Aug. 1894–Dec. 1897 Dec. 1897–Oct. 1899 Oct. 1899–Dec. 1899 Dec. 1899–Dec. 1901 Jan. 1900–Dec. 1901 Dec. 1901–May 1904 May 1904–April 1922 April 1922–Dec. 1926 April 1927–Jan. 1942 Jan. 1942–May 1942 May 1942–Sept. 1952 Sept. 1952–Sept. 1966 Sept. 1966–Dec. 1971 Jan. 1972–Dec. 1975 Jan. 1976–Jan. 1985 Jan. 1985–Aug. 1992 Aug. 1992–Jan. 1994 Jan. 1994–Aug. 1995 Sept. 1995–April 2002 April 2002– Present CON VEN TION 201 4 James A. Williams Served the IUPAT from April 1994 to March 2013. Retired as General President. EXECUTIVE GENERAL VICE PRESIDENTS: 1887–2014 NAME LOCAL UNION Robert C. Welch 813Huntington, WV William M. Meehan 767 Sacramento, CA Kenneth E. Rigmaiden 12San Mateo, CA William D. Candelori 2011Philadelphia, PA TENURE Sept. 1994–Dec. 1998 Jan. 1999–Jan. 2002 Jan. 2002–Mar. 2013 April 2013–Present GENERAL VICE PRESIDENTS: 1994–2014 NAME Fred C. Hagen James A. Damery Michael E. Monroe William M. Meehan Armando Colafranceschi William S. Timmons Raymond E. Rapp James A. Williams William D. Candelori, Jr. Robert J. Gillis Sean McGarvey Alfred Monroe, Jr. Raymond J. Price, III Raymond N. Sesma Robert Kucheran James Reid Harry Zell James Williams, Jr. LOCAL UNION 265Chicago, IL 1138Boston, MA 890Alexandria, VA 767Sacramento, CA TENURE Sept. 1994–Mar. 1995 Sept. 1994–Aug. 1997 Sept. 1994–Aug. 1998 Sept. 1994–Dec. 1998 1891Toronto, ON, CN 159Las Vegas, NV 61St. Paul, MN 252Philadelphia, PA Sept. 1994–Sept. 2005 Sept. 1994–Dec. 2001 Mar. 1995–Dec. 2001 Oct. 1994–Sept. 1995 1107Philadelphia, PA 1621San Jose, CA 252Philadelphia, PA 890Alexandria, VA 867Cleveland, OH 1176Alameda, Cnty, CA 205Hamilton, ON, CN 1778Houston, TX 1165Indianapolis, IN 252Philadelphia, PA Sept. 1998– Present Sept. 1998–Aug. 2000 Aug. 2000–Nov. 2005 Aug. 2000–Jan. 2005 Aug. 2000–Sept. 2011 Aug. 2000– June 2011 Jan. 2005–Present July 2011–Present Oct. 2012–Present April 2013–Present 81 GENERAL VICE PRESIDENTS: 1887–1994 GENERAL VICE PRESIDENTS: 1887–1994 FIRST DISTRICT NAME John A. Rose George Harris E. Pelletier A. F. McCarren William DeVaux O. E. Ladd A. M. Burgess William E. Ward William Crosby J. W. Ruiz Hunter Rogers A. G. Bainbridge George F. Hedrick John M. Finan George J. Tuckbreiter Andrew A. Westley Joseph F. Cerveny Bernard A. Sniegowski Fred C. Hagen, Jr. LOCAL UNION 2Danbury, CT 3Toronto, ON, CN 74Montreal, PQ, CN 11Boston, MA 115St. Louis, MO 176Galveston, TX 176Galveston, TX 169Jersey City, NJ 48Worchester, MA 176Galveston, TX 176Galveston, TX 186Minneapolis, MN 201Albany, NY 147Chicago, IL 180Oak Park, IL 275Chicago, IL 273Chicago, IL 180Westchester, IL 265Chicago, IL SECOND DISTRICT TENURE Mar. 1887–Aug. 1888 Aug. 1888–Aug. 1889 Aug. 1889–Aug. 1892 Aug. 1892–Dec. 1894 Aug. 1894–Aug. 1896 Dec. 1894–Mar. 1896 Mar. 1896–Mar. 1898 Aug. 1896–Dec. 1897 Dec. 1897–Dec. 1899 Mar. 1898–April 1899 July 1898–Mar. 1900 Dec. 1899–Dec. 1901 Dec. 1901–Dec. 1909 Jan. 1910–Dec. 1932 April 1933–July 1962 July 1962–May 1966 May 1966–April 1974 April 1974–April 1989 April 1989–Aug. 1994 GENERAL VICE PRESIDENTS: 1887–1994 NAME George Harris George A. Maxwell C. E. Cole F. M. Evans Elias Breidenbach George Harris Michael Carrick Joseph W. Rea W. C. Rese Thomas J. Moore J. J. McManas James Scott Charles March Frank Leslie Joseph F. Kelly James J. Knoud Frank J. O’Connor A. L. Monroe Michael E. Monroe 82 LOCAL UNION 102Cleveland, OH 80Lafayette, IN 167Springfield, OH 115St. Louis, MO 100Allegheny, PA 31Buffalo, NY 31Syracuse, NY 6Pittsburgh, PA 31Syracuse, NY 79Denver, CO 200Ottawa, ON, CN 19San Francisco, CA 115St. Louis, MO 115St Louis, MO 249Dayton, OH 50Cincinnati, OH 48Worcester, MA 531Tarrytown, NY 874New York, NY 43Buffalo, NY 1138Boston, MA TENURE Mar. 1887–Aug. 1888 Aug. 1888–Aug. 1889 Aug. 1889–Aug. 1892 Aug. 1892–Dec. 1894 Aug. 1894–Feb. 1896 Dec. 1894–Mar. 1898 Feb. 1896–Aug. 1896 Aug. 1896–Dec. 1897 Dec. 1897–Dec. 1899 Mar. 1898–Mar. 1900 Dec. 1899–Dec. 1901 Dec. 1901–Dec. 1904 Jan. 1905–April 1908 Aug. 1908–Dec. 1909 Jan. 1910–May 1940 Sept. 1940–Feb. 1965 Mar. 1965–Feb. 1972 Feb. 1972–Jan. 1985 Jan. 1985–Aug. 1994 GENERAL VICE PRESIDENTS: 1887–1994 THIRD DISTRICT NAME John Frey C. W. Prichard W. L. Berry J. J. Lake J. J. English George Hedrick D. W. Daley Garrett Byrne W. F. Connelly W. E. Cyphers Fred Whortly Joseph C. Skemp Henry Rower Frank Leslie Elias Breidenbach Joseph Healy Charles A. Cullen Edward Ackerley Michael DiSilvestro James H. Wolford James A. Damery LOCAL UNION 3Toronto, ON, CN 14Pensacola, FL 49Erie, PA 246 Des Moines, IA 249 Dayton, OH 3Toronto, ON, CN 72Pittsburgh, PA 147Chicago, IL 115 St. Louis, MO 7Toledo, OH 36 Jersey City, NJ 53Dallas, TX 3Toronto, ON, CN 115St. Louis, MO 345Philadelphia, PA 345Philadelphia, PA 26Newark, NJ 890Alexandria, VA 890Alexandria, VA FOURTH DISTRICT TENURE Aug. 1892–Dec. 1894 Aug. 1894–Aug. 1896 Dec. 1894–Dec. 1897 Aug. 1896–Dec. 1896 Dec. 1897–July 1898 Jan. 1898–Mar. 1898 Mar. 1898–Aug. 1898 Sept. 1898–Dec. 1899 Sept. 1898–Jan. 1900 Dec. 1899–Dec. 1901 Feb. 1900–Mar. 1900 Dec. 1901–June 1904 Jan. 1905–Oct. 1907 Jan. 1908–Aug. 1908 Aug. 1908–Dec. 1909 Jan. 1910–April 1911 July 1911–April 1932 Aug. 1932–June 1952 Sept. 1952–Dec. 1971 Jan. 1972–Jan. 1990 Jan. 1990–Aug. 1994 NAME LOCAL UNION Bart Delong 130Houston, TX W. H. Shields 241Newport, RI H. P. Robinson 4Kansas City, MO Harry Gratton 4Kansas City, MO W. E. Ward 169Jersey City, NJ E. H. Bettis 117Kansas City, MO M. J. Flynn W. H. Egan 178Ithaca, NY J. C. Ingleson 1Baltimore, MD W. G. Koken 159Milwaukee, WI Charles March 3Toronto, ON, CN Frank E. Smith 6Pittsburgh, PA Elias Breidenbach 249Dayton, OH A. C. Smith 109Omaha, NE D. L. Hunt 269Spokane, WA Joseph F. Clarke 64Tacoma, WA O. T. Satre 1798Los Angeles, CA Jack T. Cox 686Santa Ana, CA Patrick L. Lane 741Martinez, CA William S. Timmons 159Las Vegas, NV I U PA T TENURE Aug. 1892–Aug. 1894 Aug. 1894–Mar. 1895 Aug. 1895–Jan. 1895 Jan. 1895–June 1896 Mar. 1895–Aug. 1896 Aug. 1896–Mar. 1898 Aug. 1896–Dec. 1897 Dec. 1897–Dec. 1899 Mar. 1898–Mar. 1900 Dec. 1899–Dec. 1901 Dec. 1901–Jan. 1905 Jan. 1905–Dec. 1905 Dec. 1905–Aug. 1908 Aug. 1908–Dec. 1909 Jan. 1910–July 1912 Jan. 1913–Nov. 1961 Nov. 1961–Sept. 1966 Sept. 1966–Jan. 1985 Jan. 1985–Aug. 1992 Aug. 1992–Aug. 1994 GE NE R A L OF F I C E R S’ REP O RT GENERAL VICE PRESIDENTS: 1887–1994 GENERAL VICE PRESIDENTS: 1887–1994 FIFTH DISTRICT NAME M. A. Mengle Henry Rower A. C. Smith C. E. Swick L. P. Lindelof William Rander M. H. Crow G. K. Fritz, Jr. Guy W. Leber LOCAL UNION 55Reading, PA 115St. Louis, MO 109Omaha, NE 226Chattanooga, TN 460Hammond, IN 497Port Chester, NY 436Marshall, TX 1192 Jackson, MS 118Louisville, KY SIXTH DISTRICT TENURE Aug. 1892–Dec. 1894 Jan. 1904–Jan. 1905 Dec. 1905–Aug. 1908 July 1908–April 1927 July 1927–Sept. 1929 Sept. 1929–July 1931 Aug. 1932–Sept. 1963 Oct. 1963–Feb. 1970 Feb. 1970–Aug. 1994 GENERAL VICE PRESIDENTS: 1887–1994 NAME G. A. Lang Frank E. Smith C. A. Linxwiler Thomas Fisher A. E. Scott Joseph Hunter Lawrence M. Raftery Thomas V. Carter Robert J. Petersdorf James B. Cox Walter G. Raftery Robert C. Welch LOCAL UNION 745St. Louis, MO 1288San Jose, CA 639Cleveland, OH TENURE Aug. 1892–Dec. 1894 Dec. 1903–Jan. 1905 Dec. 1905–July 1908 Jan. 1909–Dec. 1909 Jan. 1910–Feb. 1920 Feb. 1920–Jan. 1935 Sept. 1937–May 1942 Oct. 1942–June 1966 June 1966–Dec. 1975 Jan. 1976–Jan. 1985 Jan. 1985–Jan. 1994 Feb. 1994 –Aug. 1994 GENERAL VICE PRESIDENTS: 1887–1994 SEVENTH DISTRICT NAME Melvin H. Eckles William A. Duval Richard J. Zack LOCAL UNION 109Omaha, NE 6 Pittsburgh, PA 49Memphis, TN 349Montreal, PQ, CN 739Winnipeg, MB, CN 631Niagara Falls, ON, CN 115St. Louis, MO 9Kansas City, MO 681Rochester, MN 9Kansas City, MO 115St. Louis, MO 813Huntington, WV EIGHTH DISTRICT TENURE Aug. 1969–May 1972 June 1972–June 1984 June 1984–Aug. 1994 NAME David Cairns Armando Colafranceschi LOCAL UNION 1003Toronto, ON, CN TENURE Aug. 1984–Mar. 1989 1891Toronto, ON, CN Mar. 1989–Aug. 1994 NOTE: Some of the dates of office held overlap due to the fact that the Brotherhood was split into two factions during our early existence. 3 1 S T G E NE RAL CON VEN TION 201 4 83 CONVENTIONS OF OUR BROTHERHOOD (1887-1925) NUMBER Original Conference 1. Brotherhood 2. Brotherhood 3. Brotherhood 4. Brotherhood Special (“Balto”) 5. “Lafayette” 6. Special (“Laf”) Special (“St. Leger”) Special (“Balto”) 7. “Lafayette” 8. Brotherhood 9. Brotherhood 10.Brotherhood 11.Brotherhood 12.Brotherhood 13.Brotherhood PLACE Baltimore, MD Baltimore, MD Pittsburgh, PA St. Louis, MO Buffalo, NY Cleveland, OH Chicago, IL Cleveland, OH Cleveland, OH Buffalo, NY Milwaukee, WI Detroit, MI Memphis, TN Cincinnati, OH Rochester, NY Dallas, TX Montreal, CN DATE March 15, 1887 August 7, 1888 August 8, 1890 August 1, 1892 August 7, 1894 December 3, 1894 August 3, 1896 December 6, 1897 December 6, 1897 March 14, 1898 December 4, 1899 December 2, 1901 December 4, 1905 December 6, 1909 September 1, 1913 September 5, 1921 September 7, 1925 DELEGATESDURATION 15 2 19 2 42 4 64 7 38 5 72 6 39 6 29 6 19 6 18 5 83 6 220 11 428 12 532 11 636 11 573 12 631 9 CONVENTIONS OF OUR BROTHERHOOD (1929–2009) NUMBER 14.Brotherhood 15.Brotherhood 16.Brotherhood 17.Brotherhood 18.Brotherhood 19.Brotherhood 20.Brotherhood 21.Brotherhood 22.Brotherhood 23.Brotherhood 24.Brotherhood 25.Brotherhood 26.Brotherhood 27.Brotherhood 28.Union 29.Union 30.Union PLACE Denver, CO Buffalo, NY Columbus, OH San Francisco, CA Detroit, MI Seattle, WA Cleveland, OH Minneapolis, MN Miami Beach, FL Los Angeles, CA Chicago, IL Washington, DC Las Vegas, NV Washington, DC Washington, DC Washington, DC Las Vegas, NV DATE September 2, 1929 September 6, 1937 September 1, 1941 September 1, 1946 September 4, 1950 September 6, 1954 August 31, 1959 August 24, 1964 August 18, 1969 September 9, 1974 September 10, 1979 August 13, 1984 December 11, 1989 August 22, 1994 August 23, 1999 August 23, 2004 August 24, 2009 DELEGATESDURATION 731 10 764 7 956 7 1,062 10 1,130 8 1,343 6 1,210 5 1,071 6 1,287 5 1,301 5 1,107 4 1,009 5 973 4 818 4 748 4 786 4 863 4 The formation of our International occurred on March 15, 1887 at the original two-day Conference held in Baltimore, Maryland. It was ratified on August 7, 1888 by the approval of the Delegates from 111 Local Unions in attendance at the first General Convention. 84 I U PA T GE NE R A L OF F I C E R S’ REP O RT PAST CONVENTION COSTS 1905 – 1950 9th 10th 11th 12th13th 14th15th 16th 17th 18th Memphis, TN Cincinnati, OH Rochester, NY Dallas, TX Montreal, CN Denver, CO Buffalo, NY Columbus, OH San Francisco, CA Detroit, MI OPENING DATE Dec. 4-15, 1905 Dec. 6-16, 1909 Sep. 1-11, 1913 Sep. 5-16, 1921 Sep. 7-15, 1925 Sep. 2-11, 1929 Sep. 6-12, 1937 Sep. 1-7, 1941 Sep. 1-10, 1946 Sep. 4-11, 1950 Number of days 12121112 9 10 9 9 10 8 Number of delegates 428532636573631 731 764 942 1,062 1,130 Delegate mileage average 2,1281,5461,3672,4371,700 2,928 1,884 1,821 4,474 1,949 Total mileage 910,858 822,189 869,3181,396,4011,072,466 2,140,737 1,439,100 1,715,382 4,751,388 2,203,211 Rate per mile 2 1/2¢2 1/2¢3¢4¢4¢ 4¢ 4¢ 4¢ 6¢ 8¢ Average mileage cost per delegate 53.2038.6441.0097.4867.98117.14 75.35 72.84268.44155.98 Total mileage cost all delegates 22,771.4520,554.7226,079.5655,856.0442,898.64 85,629.48 57,564.00 68,615.28285,083.28176,256.88 Total hotel cost ————— — — — — — Total per diem ————— — — — — — Committees: Finance 956.35 853.45 588.251,578.162,860.85 3,253.52 4,891.63 7,605.8011,342.9811,500.60 Laws & Constitution 819.38 797.65 950.55 2,903.95 5,638.30 6,903.19 9,094.41 14,112.81 19,680.50 17,294.40 Credentials —111.00 45.00145.80512.50 668.75 978.74 2,833.06 4,140.00 4,140.00 Resolutions ————— 431.25 488.43 2,930.58 11,415.00 11,415.00 Grievance & Appeals ————— — 518.402,930.584,140.004,140.00 Rules ————— — — — — — Sgt. At Arms 229.20399.63273.15516.50262.50 562.60 1,102.48 1,165.96 2,863.10 2,300.00 Assistants to the GP — — — — — — — — — — Assistants to the GST — — — — — — — — — — GP’s Report ————— — — — — — GST’s Report ————— — — — — — Host ————— — — — — — Assistants to the EGVP ————— — — — — — Printing 574.751,366.20 782.753,336.963,568.11 3,076.45 5,304.83 7,895.76 7,784.2511,351.21 Other Expenses 1,185.802,608.461,459.743,315.664,679.76 4,559.31 8,883.18 9,856.4924,581.7327,927.85 Total of all costs 26,536.9326,691.1130,179.9867,653.0760,420.66105,084.45 88,826.10117,946.32371,030.84266,325.94 Cost per day 3 1 S T 2,211.412,224.262,743.555,637.756,713.4110,508.45 9,869.5713,105.1537,103.0833,290.74 G E NE RAL CON VEN TION 201 4 85 PAST CONVENTION COSTS 1954 – 1989 19th Seattle, WA OPENING DATE Number of days Number of delegates Delegate mileage average Total mileage Rate per mile Average mileage cost per delegate Total mileage cost all delegates Total hotel cost Total per diem Committees: Finance Laws & Constitution Credentials Resolutions Grievance & Appeals Rules Sgt. At Arms Assistants to the GP Assistants to the GST GP’s Report GST’s Report Host Assistants to the EGVP Printing Other Expenses Total of all costs Cost per day 86 20th Cleveland, OH 21st Minneapolis, MN 22nd Miami Beach, FL Sep. 6-11, 1954 Aug. 31-Sep. 4, 1959 Aug. 24-29, 1964 Aug. 18-22, 1969 23rd Los Angeles, CA 24th Chicago, IL Sep. 9-13, 1974 Sep. 10-13, 1979 25th Washington, DC 26th Las Vegas, NV Aug. 13-17, 1984 Dec. 11-14, 1989 6 1,343 5 1,210 51/2 1,071 5 1,287 5 1,301 4 1,111 6 1,009 6 973- 4,488 6,028,285 10¢ 2,159 2,612,993 12¢ 2,556 2,736,903 12¢ 3,471 4,467,054 12¢ 3,880 5,048,451 12¢ 1,944 2,159,660 20¢ 2,279 2,299,700 20¢ 3,3583,267,82020¢ 448.87 259.14 306.65 416.51 465.65 388.78 456.00 672.00- 602,828.50 313,559.16 328,428.36 — — — — — — 536,046.58 178,072.71 — 605,814.12 176,565.54 — 431,932.00 266,640.00 166,650.00 459,940.00 453,116.00 160,785.00 653,564.00 356,438.00 222,510.00 13,440.00 18,240.00 21,423.68 28,050.00 42,553.62 60,714.32 54,518.00 65,251.05 24,360.00 33,960.00 40,233.01 50,625.00 84,995.92 135,202.18 180,093.00 239,472.16 5,040.00 6,840.00 8,668.25 12,860.00 14,219.18 20,883.94 30,724.00 44,420.76 13,965.00 19,065.00 21,009.00 29,150.00 33,646.97 48,829.39 73,514.00 92,015.40 5,040.00 6,840.00 8,520.25 13,200.00 15,105.36 21,989.14 32,393.00 42,888.26 — — — — — 8,777.70 13,792.00 36,431.28 2,240.00 3,040.00 3,344.75 8,120.00 14,805.42 13,078.60 30,708.00 33,861.54 — — — — 2,616.12 11,711.01 20,703.00 15,671.70 — — — 3,300.00 3,776.34 7,022.16 12,918.00 15,971.70 — — — — — — — 5,408.28 — — — — — — — 6,036.43 — — — — — — — —— — — — — — — — 18,333.41 54,929.96 74,907.14 154,334.32 172,077.48 245,473.87 383,696.00 612,597.00 33,435.72 39,946.63 42,672.08 166,048.13 316,072.87 505,646.69 529,636.00 1,043,432.72 718,682.63 496,420.75 549,206.52 1,179,806.74 1,482,248.94 1,944,551.00 2,436,536.00 3,485,970.28 119,780.44 99,284.15 99,855.73 235,961.35 296,449.79 I U PA T 486,137.75 GE NE R A L 406,089.00 580,995.05 OF F I C E R S’ REP O RT PAST CONVENTION COSTS 1994 – 2009 OPENING DATE Number of days Number of delegates Delegate mileage average Total mileage Rate per mile Average mileage cost per delegate Total mileage cost all delegates Total hotel cost Total per diem Committees: Finance Laws & Constitution Credentials Resolutions Grievance & Appeals Rules Sgt. At Arms Assistants to the GP Assistants to the GST GP’s Report GST’s Report Host Assistants to the EGVP Printing Other Expenses Total of all costs Cost per day 3 1 S T G E NE RAL CON VEN TION 27th Washington, DC 28th Washington, DC 29th Washington, DC 30th Las Vegas, NV Aug. 22-25, 1994 Aug. 23-26, 1999 6 818 4 748 4 786 4 863 2,082 1,703,540 20¢ 2,157 1,613,436 30¢ 2,378 1,869,230 30¢ 3,473 2,997,067 30¢ 416.51 647.21 713.45 1,041.85 340,708.00 496,266.00 186,000.00 484,114.00 471,240.00 267,275.00 560,769.00 621,350.00 237,250.00 899,120.00 548,219.00 267,475.00 Aug 23-26, 2004 Aug. 24-28, 2009 52,841.33 66,972.00 34,530.00 — 220,663.56 201,226.01 91,860.00 — 34,769.12 73,042.00 24,840.00 — 64,161.41 101,164.00 55,600.00 — 29,387.55 53,608.00 33,050.00 — 27,428.38 68,344.00 24,840.00 — 20,661.20 40,564.00 18,685.00 — 8,900.55 10,016.00 14,680.00 — 14,834.25 10,016.00 13,830.00 — 9,709.55 23,544.00 33,330.00 — 6,036.43 7,996.10 24,596.00 33,330.00 — 35,708.99 44,880.00 — — — 13,830.00 — 188,796.00 25,933.00 333,530.00 398,649.00 1,712,068.00 3,631,268.88 3,310,174.00 3,534,371.00 3,415,191.00 5,588,631.88 5,500,358.00 5,647,834.00 569,198.50 1,397,157.97 1,375,089.50 1,411,958.50 201 4 87 COMPLETED MERGERS AND DISSOLUTIONS 2009–2014 EASTERN REGION Local Union 1865 Into Local Union 1756 CENTRAL REGION Merger 04/01/2010 Dissolution 10/01/2010 Local Union 100 Into Local Union 921 Merger 04/10/2011 Local Union 345 Into Local Union 2011 Merger 04/10/2011 Local Union 426 Into Local Union 2011 Merger 04/10/2011 Local Union 587 Into Local Union 2011 Merger 04/10/2011 Local Union 703 Into Local Union 2011 Merger 04/10/2011 Local Union 997 Into Local Union 2011 Merger 04/10/2011 Local Union 1107 Into Local Union 2011 Merger 04/10/2011 Local Union 1159 Into Local Union 2011 Merger 04/10/2011 Local Union 1309 Into Local Union1269 Merger 04/10/2011 Local Union 65 Into Local Union112 Merger 06/01/2011 Local Union 25 Into Local Union 20 Merger 07/01/2011 Local Union 28 Into Local Union 24 Merger 07/01/2011 Local Union 515 Into Local Union 43 and Local Union 112 Merger 10/31/2011 Local Union 466 Into Local Union 201 Merger 02/01/2014 Local Union 641 Into Local Union 2011 Merger 04/01/2014 Local Union 921 Into Local Union 2011 Merger 04/10/2014 Local Union 2350 Into Local Union 1244 Merger 05/01/2014 Local Union 2351 88 Local Union 1355 Merger Into Local Union 607 Local Union 356 Merger Into Local Union1275 Painters Local Union 1474, Dissolution Port Huron, MI Members Transferred into their choice District Council 22 Merger and District Council 26 Into District Council 1M Local Union 9 Merger Into Local Union2012 Local Union 229 Merger Into Local Union2012 Local Union 861 Merger Into Local Union2012 Local Union 1594 Merger Into Local Union2012 Local Union 98 Dissolution Local Union 1401 Merger Into Local Union2353 Local Union 675 Merger Into Local Union2353 Local Union 213 Merger Into Local Union2352 Local Union 37 Merger Into Local Union2352 Local Union 42 Merger Into Local Union2352 Local Union 603 Merger Into Local Union 841 District Council 2 Merger Into District Council 58 Local Union 137 Merger Into Local Union 2341 Local Union 46 Merger Into Local Union 115 Local Union 1265 Merger Into Local Union 1185 Local Union 849 Merger Into Local Union 120 Local Union 1299 Merger Into Local Union 120 I U PA T 04/01/2010 12/31/2010 04/30/2012 09/06/2012 01/01/2013 01/01/2013 01/01/2013 01/01/2013 01/01/2013 01/01/2013 01/01/2013 01/01/2013 01/01/2013 01/01/2013 06/24/2013 03/15/2014 03/15/2014 03/15/2014 03/15/2014 03/15/2014 03/15/2014 GE NE R A L OF F I C E R S’ REP O RT COMPLETED MERGERS AND DISSOLUTIONS WESTERN REGION Local Union 333 Into Local Union 1399 Merger 09/01/2009 Local Union 95 Into Local Union1036 Merger 06/01/2010 Local Union 256 Into Local Union1036 Merger 06/01/2010 Local Union 269 Into Local Union 427 Merger 08/01/2010 Local Union 720 Into Local Union1922 Merger 03/31/2011 3 1 S T G E NE RAL CON VEN TION 201 4 Sign Workers Local Union 755, Magna, UT, Into Painters Local Union 77, W. Valley City, UT Merger 04/01/2012 Painters Local Union 477, Boise, ID, Into Painters Local Union 77, W. ValleyCity, UT Merger 08/01/2012 Local Union 764 Into Local Union 77 Merger 10/15/2012 Local Union 1595 Into Local Union1036 Merger 06/24/2013 89 NEW LOCAL UNIONS & DISTRICT COUNCILS 2010 - 2014 SINCE THE 30TH GENERAL CONVENTION IN LAS VEGAS, NEVADA, 1 DISTRICT COUNCIL AND 10 LOCAL UNIONS HAVE BEEN CHARTERED. THEY ARE REPRESENTATIVE OF THE UNITED STATES AND CANADA. NEW DISTRICT COUNCILS/LOCAL UNIONS – 2010 WESTERN REGION EASTERN REGION Painters Local Union 1036, Downey, CA 06/01/10 Drywall Finishers Local Union 364, Seattle, WA Shipyard, Federal Employees and Specialty Workers Local Union 1941, Honolulu, HI 01/01/13 11/01/10 Local Union 1281 rechartered as Glaziers, Architectural Metal, Glassworkers and Allied Trades Local Union 1087, New York, NY 07/01/10 Tompkins Community Reaction Local Union 11, Buffalo, NY 10/01/13 CENTRAL REGION NEW DISTRICT COUNCILS/LOCAL UNIONS – 2011 EASTERN REGION Painters and Allied Trades Local Union 2011, Philadelphia and Vicinity, PA NEW DISTRICT COUNCILS/LOCAL UNIONS – 2013 04/10/11 Painters, Drywall Finishers 01/01/2013 & Allied Trades Local Union 2012, Kansas City, MO Painters and Allied Trades 01/01/2013 Local Union 2353, Metropolitan Detroit, MI Painters and Allied Trades 01/01/2013 Local Union 2352, Warren, MI NEW DISTRICT COUNCILS/LOCAL UNIONS – 2012 CENTRAL REGION Painters District Council 1M State of Michigan 09/06/12 WESTERN REGION Convention & Trade Show Decorators, Displaymen, Exhibit Builders and Painters Local Union 653, Houston, TX 90 09/01/12 I U PA T GE NE R A L OF F I C E R S’ REP O RT