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Published byChristopher Copeland Modified over 8 years ago
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Postmaster Organization Consolidation United Postmasters and Managers of America (UPMA)
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Postmaster Positions 1901 = 77,000 1950 = 41,000 1975 = 30,000 1990 = 27,000 1995 = 26,000 2000 = 26,100 2005 = 25,300 2011 = 17,900 2015 = 15,200 Over 10’000 jobs eliminated in the last 10 years
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Current Membership Classifications NAPUS 1) Active: PM, Acting PM, OIC & PMR 2) Postmaster Retired 3) Associate: Active Member Honorably Separated, transferred, surviving spouse League 1) Active: “Person in Charge of a Post Office” 2) Associate: Retired, OIC, Former Postmaster, EAS or Former EAS 3) League Benefit Member
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UPMA Membership Classification 1) Active: Postmaster, Postmaster Relief, Manager, Supervisor or any other EAS employee employed by the Postal Service. 2) Postmaster Retired 3) Associate
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Current Dues Structure NAPUS .5 of 1% of EAS Schedule 52% to National and 48% to the State Chapter Retiree Dues: 24% to the State Chapter, 23% to the Gazette, 20% to the National Retirees and 33% to the National Office League .475 of 1% of EAS Schedule 60% to National and 40% to the State Chapter Retiree Dues: 13% off the top to the National Retirees then the remainder is split 31% to the State Chapter and 69% to the National Office Assessment for Legal Counsel, etc. ($5.50 Monthly)
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UPMA Dues Structure .5 of 1% of the midpoint of the EAS salary schedule Retirees, PMR’s and Retired EAS: $60 annually (increase tied to COLA) Active: 52% to National and 48% to Chapters Retirees: 50% to National, 25% to National Postmasters Retired and 25% to the Chapters Note: In this structure, more money will go to the Postmasters Retired and to the Chapters. Associate member dues will be part of the Postmasters Retired.
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League Retirees and Associate Retirees: 2847 Dues: $60/annually Total= $170,820.00 Dual Members: 23%= $131,531.00 Associate: 1601 Dues:$60/annually Total= $96,060.00 Dual Members: 5%= $91,257.00 10%= $86,454.00 15%= $81,651.00
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League Retiree and Associate Combined Combined dues with % of associate dual members at 5, 10 and 15%; knowing the fact that 23% (+ or – 1%) of the Retirees from The League of Postmasters are dual members. 100%=$266,880, Natl. =$133,440 PM Ret.=$66,720 Chap.=$66,720 5%= $222,788 Natl. =$111,394 PM Ret.=$55,967 Chap.=$55,967 10%= $217,984 Natl.=$108,992 PM Ret=$54,496 Chap.=$54,496 15%= $213,181 Natl.=$106,591 PM Ret=$53,295 Chap.=$53,295
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CURRENT MEMBERSHIP DUES INCOME Level 18-PCES Postmasters Current NAPUS Membership : 7851 Current NAPUS Contribution: 100% is $2,659,456.00 (dual members are not a factor because all members will be calculated in the UPMA total) Current League Membership: 3762 Potential Increase in revenue: 39% Dual Membership (+/- 1%) The additional 61% represents $771,039.00 in increased revenue for UPMA This does not include Retirees and Assoc.
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Total UPMA Dues using March 2015 membership numbers Total income 100% coming from both organizations: $4,486,855.00 With 39% active and 23% retired dual members coming from the League : $3,993,601.00 These numbers include all active, Retired and associate members from both organizations.
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Financial Assets and Outstanding Obligations League: Cash on hand: ~$500,000 Value of Condo: ~$700,000 Value of League office: 0 (rented) Obligation: Pension- ~$500,000 NAPUS Cash On Hand:~$2,250,000 Value of Residence: ~$800,000 Value of the NAPUS Office: ~$800,000 Obligation: None
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UPMA National Board President Executive Vice President (see National VP below) Secretary/Treasurer (No Salary) Twelve National Vice Presidents (one to be elected Executive VP) National Retiree President Note: Immediate Past President (1 year only) and Parliamentarian shall be non-voting members
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UPMA National Board Transition Notes NAPUS Co-President (2 years – Tony Leonardi) Co-Sec/Treas (1Year – D. Heins) 6 National Vice Presidents, 3 from the East Area and 3 from the West Area No Executive Vice President during the Co-Presidency Co-Retiree President (1 year) League Co-President (2 years – G. Sean Acord) Co-Sec/Treas (1Year – TBD) 6 National Vice Presidents, 3 from the East Area and 3 from the West Area No Executive Vice President during the Co-Presidency Co-Retiree President (1 year)
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Division of UPMA Area’s West AK, AR, AZ, CA, CO, HI/PI, IA, ID, IL, KS, LA, MN, MO, MT, ND, NE, NM, NV, OK, OR, SD, TX, UT, WA, WI, WY East AL, CT, DE, FL, GA, IN, KY, MA, MD/DC, ME, MI, MS, NC, NH, NJ, NY, OH, PA, PR/VI, RI, SC, TN, VA, VT, WV
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Postal Area Coordinators 8 Postal Area Coordinators will provide a channel of communication between the Organization and the U.S. Postal Service to protect the interest and welfare of Postmasters and other members. These Coordinators will serve 3 year terms (no term limits) with the elections being held at the National Convention. Only active EAS members in that Area are eligible to vote. During the transition, NAPUS will select 4 Coordinators and the League will select 4 to serve until October 31, 2017. Elections for all Area’s will be held during the 2017 National Convention.
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Transition Notes: National Presidential election will occur in 2018 National Secretary/Treasurer election will occur in 2017 National Retiree President election will occur in 2017 National Vice Presidential elections will occur in 2016 with both NAPUS and the League electing 6 each. The 2 candidates from each side receiving the most votes will serve a 3 year term. The next 2 receiving the most votes from each side will serve a 2 year term. The next 2 receiving the most votes from each side will serve a 1 year term.
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Transition Notes Continued: In 2017 and beyond, no newly elected National VP shall come from a chapter that is currently represented on the Board in the same position. Elected National Board members will take office November 1 st of each year. Executive VP position to begin in 2018. This position will be elected following the National Convention by a vote of the current Board and the newly elected Board members. This will be a yearly election. Immediate Past President position to begin following the 2021 election.
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Transition Notes Continued: During the transitional period (2016 – 2018), roll call votes cast by each Chapter at the National Convention will be based on the vote percentage cast at the Chapter convention. Adverse Action Member Representatives will assume their duties on November 1 st, 2016. Prior to this date, the NAPUS President and the League President will each select 6 Representatives to cover the 12 positions.
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Transition Notes Continued: Upon the approval of the consolidation by both organizations, it is understood that all current members will become members of UPMA. No amendments or changes to the Articles or the Bylaws will be allowed until after November 1 st, 2018.
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Chapter Boards - Transition o Beginning November 1 st, 2016, the temporary structure of Co- Presidents, Co-Secretary/Treasurers and Co-Retiree Presidents will take effect. Prior to November 1 st, 2016, the League and NAPUS will caucus separately to elect two (2) Vice Presidents each to serve on the new Chapter Board. o At the 2017 Chapter convention an entire Chapter Board will be elected. o A Chapter Bylaws template has been created to assist each Chapter with establishing their new Bylaws.
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Notable Notes: Postmasters Retired, Retired EAS and PMR’s may hold a Chapter office (minus President and Executive VP) provided no active EAS member seeks the position. Postmasters Retired and Retired EAS may vote at the National level on dues, membership, and time and place of future National Conventions. PMR’s are part of the “Active” classification and therefore may vote on all Chapter matters but may only seek office as described above. PMR’s are considered part of the 1 to 10 ratio when determining delegate votes per Chapter.
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Benefits of Consolidation Savings Office Space Office Equipment Office Utilities Legal Fees Legislative Fees Presidential Expenses
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Benefits of Consolidation Cont. Savings Publication Expenses Office Personnel Website Fees Secretary/Treasurer Expenses Insurance Expenses, etc. Note: The last 2 slides account for approx. $800,000 savings
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Benefits of Consolidation Cont. Savings After 2018, the Organization will only need to provide one location for presidential housing. The additional dues revenue is estimated conservatively at $800,000 per year starting November of 2016.
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New (UPMA) Organizational Requirements 1 of 4 Organizational Name Articles of Incorporation By-Laws Registered Agent for Incorporation Tax ID and Tax-exempt status filing Membership system Address, location Business insurance Equipment leases, current and new or replacement Current assets/liabilities Phone systems, lines, and numbers
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New (UPMA) Organizational Requirements 1 of 3 2 of 4 Organizational (cont.) Website domain Website development Website and DNS hosting ISP County business license, taxes Network servers, IT support, etc Logo and banner used for printed materials, brochures, letterhead, envelopes, etc. State branch tax id and exempt status Accounting software Staff Positions
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New (UPMA) Staff/PAC Requirements 3 of 4 Staff (cont.) Personnel Manual Health Insurance L/S disability, life and dismemberment insurance Workers Comp Insurance Federal and State payroll tax accounts, unemployment insurance Payroll service 401K Plan-new and status of existing PAC Status of existing PAC’s and funds New PAC Name, Tax number, creation
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PAC (cont.) FEC filings US House and Senate filings Payroll deduction bank account Legislative consultant Banking: Operating accounts and PAC accounts State dues rebate transfer process and state branch accounts Audit: Auditors/Firm Tax Filings Financial Statements Publications: Name Editor Printer/Mailer USPS CAPS account Other issues as necessary… New (UPMA) Banking/Audit/Publication Requirements 4 0f 4
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