Benevolent Alliance of East Side Employees

 

Standing Rules

 

Part I

COMMUNICATION

 

Section 1.  The mailing address of the Alliance shall be:  

Benevolent Alliance of East Side Employees

888 South Capitol Avenue

San Jose, California  95127

 

Section 2.  Each Director of the Alliance agrees to strive to be available for contact from other Directors.

 

Part II

DECISION TEAMS

 

Section 1.  Two (2) Decision Teams will be appointed by the President. 

 

Section 2.  Decision Teams shall have four (4) members, who must be Directors.

 

Section 3.  Each Decision Team will be active during alternate calendar months.

 

Section 4.  No less frequently than each month, Decision Teams will select a chairperson from among their team members.

 

Section 5.  During the month that it is active, it shall be the duty of a Decision Team to review each application for assistance brought forward and to determine the resolution of the application.

 

Section 6.  The chairperson of the Decision Team shall strive to bring the Team to a timely resolution of each application for assistance brought forward.

 

Section 7.  In the event of a tie vote by the active Decision Team, the President shall have authority to cast a tie-breaking vote.

 

Section 8.  Decision Team members shall recuse themselves from voting upon applications for assistance from themselves or from family members.

 

Section 9.  When sufficient numbers of the active Decision Team members cannot be contacted in a timely manner to judge the merits of an application for assistance, a member or members of the other Decision Team may be substituted.

 

 


Part III

APPLICATIONS

 

Section 1.  The Directors shall approve an Application Form for use by persons requesting financial assistance.  Applicants will be required to submit applications on this form, except in extenuating circumstances.

 

Section 2.  Copies of all applications for assistance shall be kept in Alliance archives, as maintained by the Secretary, for a period of at least five years.

 

 

Part IV

ASSISTANCE

 

Section 1.  In keeping with the fiduciary duty of the Board, assistance to applicants may take the form of either loans or grants.  Outright grants shall require the approval of a majority of the Directors, including the President.

 

Section 2.  It is recognized that each applicant for assistance will present unique circumstances requiring prudent judgment on the part of the Decision Team in reaching its determination.

 

Section 3.  Circumstances which may support the approval of a request for assistance include:

3.1  A life-threatening need on the part of the applicant or a member of applicant’s immediate family;

3.2  An unexpected financial calamity which upsets otherwise balanced finances;

3.3  Imminent danger of loss of food or vital medical care;

3.4  Imminent danger of loss of housing or critical transportation;

3.5  Membership in the Alliance prior to making assistance request.

 

Section 4.  Circumstances which may support the denial of a request for assistance include:

4.1  Evidence of careless spending or excessive debt;

4.2  Evidence of fraud on the part of applicant;

4.3  Legal bills or judgments;

4.4  Non-emergency quality of life issues;

4.5  Situations in which Alliance financial assistance will only briefly and temporarily forestall the inevitable financial collapse of an applicant;

4.6  Requested amount would deplete Alliance reserves below prudent levels.

 

 


Part V

PROCESS

 

Section 1.  Requests for assistance may originate through any Director and shall be routed to the Chairperson of the currently active Decision Team.

 

Section 2.  Any Director may assist an applicant in the process of filling out an Application Form.

 

Section 3.  The Decision Team Chairperson shall have the responsibility for obtaining an Application Form from the person requesting assistance and eventually present the Form to the Secretary for archival purposes.

 

Section 4.  The Decision Team shall reach a decision;  this decision may be to fund the applicant’s requested amount or a different amount.

 

Section 5.  Decisions to deny assistance shall be communicated to the applicant by either the initially contacted Director or the Decision Team chairperson in a timely and kind manner.

 

Section 6.  An individual who has been denied financial assistance may resubmit a modified request.

 

Section 7.  An individual’s request for financial assistance can lead to exactly one of four possible outcomes:

7.1  The request is denied;

7.2  The request is approved as a grant;

7.3  The request is approved as a loan to be repaid by the applicant in a lump sum after a specified time;

7.4  The request is approved as a loan to be repaid by the applicant through regular payroll deductions;

 

Section 8.  When an individual’s request for financial assistance has been approved to take the form of a loan:

8.1   In keeping with the applicant’s wishes, the appropriate Promissory Note (lump sum or payroll deduction) will be executed;

8.1.1  The original Promissory Note shall be transferred to the Alliance Treasurer;

8.1.2  A copy of the Promissory Note shall be provided to the applicant;

8.2   When the applicant desires to repay the loan through payroll deductions, a new Payroll Deduction Form will be filled out as appropriate and transmitted to the District Personnel office.

 

Section 9.  The chairperson shall inform the Treasurer and the President of the resolution of each application, and take responsibility for all necessary paperwork to be completed and routed properly.

 

 

Part VI

DIRECTOR’S TERM LIMITS

 

Section 1.  Directors shall be limited to no more than three (3) consecutive terms of service.

 

Section 2.  A partial term, such as might occur when an individual is appointed by the Board to serve the remainder of a vacancy on the Board, shall be counted as one (1) full term for the purposes of this Part.

 

Section 3.  After a break in elected service, an individual can once again seek election or appointment to the Board of Directors.  Nothing in this Part shall prohibit the Board from appointing an otherwise qualified individual to fill a vacancy on the Board.

 

 

Part VII

FINANCIAL RESERVES

 

Section 1.  In December of each year, the Board shall determine the dollar amount of Alliance cash assets that must be kept in a Reserve Account.

 

Section 2.  No portion of the funds in the Alliance Reserve Account shall be disbursed without the approval of at least 2/3 of the Board of Directors;  the Treasurer and President of the Board must be among the approving Directors.

 

 

Part VIII

ADOPTION AND ALTERATION

 

Section 1.  The Board of Directors shall adopt Standing Rules at its first meeting in each school year.

 

Section 2.  The Standing Rules may be amended through addition, deletion, or alteration by a majority vote at any meeting of the Board of Directors.

 

Section 3.  Any amendments made to the Standing Rules shall take effect immediately.

 

Section 4.  Complete copies of the Standing Rules will be provided to all members of the Board of Directors at the first meeting in each school year, and also no later than the first meeting following any amendment of the Standing Rules.