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2022 IKORCC Magazine

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2022 THE CARPENTER INDIANA KENTUCKY OHIO REGIONAL COUNCIL OF CARPENTERS

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EXECUTIVE SECRETARY TREASURER BROTHERS SISTERS This is an exciting time for our Council we have an opportunity to increase our membership exponentially As we all know this organization was founded on the principles of Educating Agitating and Organizing and that is exactly the IKORCC s primary focus Over the last year the UBC has recognized the large amount of work coming to our Council Your leadership team and your Council staff have positioned this Council to meet the workforce needs of the future Let me be clear this Council is focused on ORGANIZING not just for today but also for our future We have an opportunity to grow like we have never seen before Organizing is at the forefront of this Council and it is going to stay there The projected work outlook is unlike anything our Council has ever experienced We have multiple billion dollar projects across the council and the manpower demands for each of those projects will be nearly 1 000 UBC members or more Our staff is ready hitting job sites each day and talking to the non union workforce We are ramping up our outreach to communities through programs like Helmets to Hardhats and Career Connections Our revamped marketing team is working tirelessly with the staff to come up with new and innovative ideas We are collaborating with our contractors and their marketing teams to address the workforce demand together However it doesn t stop there WE NEED YOU Now more than ever before it is more important that YOU the rank and file members become organizers at heart Please work with your local representatives get active within your communities membership action committees and volunteer projects Let me be clear We will build this council We will build the working class We will build hope for every unrepresented carpenter and millwright just like we have since 1881 And WE WILL BUILD ALL OF THIS TOGETHER I am truly honored to serve as your Executive Secretary Treasurer and I look forward to working with all of you as we advance this Council to new levels for years to come In Solidarity 2 Michael J Kwiatkowski IKORCC Executive Secretary Treasurer

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MICHAEL J KWIATKOWSKI HERMANOS Y HERMANAS Nuestro nuevo equipo de marketing est trabajando incansablemente con el personal para generar ideas nuevas y innovadoras Estamos colaborando con nuestros contratistas y sus equipos de marketing para abordar juntos la demanda de mano de obra Sin embargo no se detiene all TE NECESITAMOS Ahora m s que nunca es m s importante que USTEDES los miembros se conviertan Durante el ltimo a o la UBC ha reconoci en organizadores de coraz n do la gran cantidad de trabajo que llega a nuestra organizaci n Su equipo de lider Trabaje con sus representantes locales azgo y el personal de su organizaci n han participe activamente en sus comunidades posicionado a esta organizaci n para sat comit s de acci n de membres a y proyecisfacer las necesidades de la fuerza laboral tos de voluntariado del futuro Perm tanme ser claro este organizaci n est enfocado en ORGANIZAR D jame ser claro no solo para hoy sino tambi n para nuestro Construiremos esta organizaci n futuro Tenemos una oportunidad de cre Construiremos la clase obrera cer como nunca antes la hab amos visto La organizaci n est al frente de este Union y Generaremos esperanza para cada carpintero y molinero se quedar ah Este es un momento emocionante para nuestra organizaci n tenemos la oportunidad de aumentar nuestra membres a exponencialmente Como todos sabemos esta organizaci n se fund sobre los principios de Educar Agitar y Organizar y ese es exactamente el enfoque principal de IKORCC que no esta representado por la union tal como lo hemos hecho La perspectiva de trabajo proyectada es desde 1881 diferente a todo lo que nuestra organi Y TODO ESTO LO CONSTRUIMzaci n ah visto en el pasado Tenemos variOS JUNTOS os proyectos de miles de millones de d lares en todo los tres estados y la de manda de mano de obra para cada uno de esos proyectos ser de casi 1000 miembros del UBC o m s Nuestros representantes est n listos visitando a los lugares de trabajo todos los d as y hablando con los trabajadores fuera de la union Estamos aumentando nuestro alcance a las comunidades a trav s de programas como Helmets to Hardhats y Career Connections Me siento verdaderamente honrado de servir como su Secretario Ejecutivo Tesorero y espero trabajar con todos ustedes a medida que avanzamos en esta organizaci n a nuevos niveles en los a os venideros En Solidaridad Michael J Kwiatkowski IKORCC Secretario Ejecutivo Tesorero 3

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SEE MORE FROM THE IKORCC TABLE OF CONTENTS IMPORTANT HEALTH WELFARE ANNOUNCEMENT PG 06 UNION IMPACT PG 10 PG 13 IN KY OH POLITICAL REPORTS PG 14 W H AT S N E W N E A R Y O U CHECK OUT THE HUB GREENW0OD M E R R I L LV I L L E NEWBURGH WARSAW ASHLAND LOUISVILLE IKORCC LEADERSHIP Michael Kwiatkowski Executive Secretary Treasurer Matt McGriff Assistant Executive Secretary Treasurer Ken Lyons Director of Organizing 4 Charles Davis Director of Indiana and Kentucky Anthony Holbrook Director of Ohio Andy Tropp Assistant Director of Indiana Jerry Yates Assistant Director of Kentucky Don Crane Assistant Director of Ohio REVIEWS PG 16 21 AKRON CLEVELAND COLUMBUS MONROE ROSSFORD YOUNGSTOWN MAGAZINE Hannah Erwin Editor in Chief Marci Ping Design

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THE ITC I S O P E N PG 24 REAL ID D E A D L I N E RESOURCES IKORCC Benefit Office P O Box 969 Troy MI 48099 0969 Phone 800 700 6756 CONTINUING PG THE LEGACY 28 GRACE FRITTS JIM BRAUN Ohio Carpenters Health Fund P O Box 1257 Troy MI 48099 1257 Phone 855 837 3528 or 248 641 4967 Email eligibility ohiocarpentersbenefits org SISTERS IN THE BROTHERHOOD CONFERENCE Mix20 20 PG 35 Stay Connected IKORCC Out of work Make sure you are signed up for the Mix 2020 job dispatch system Follow these steps to make sure you don t miss job calls SUBMIT YOUR COMPLETED SKILLS SHEET TO YOUR LOCAL ANSWER THE CALL REGISTER FOR MIX 2020 CALL 1 888 875 9819 SAVE THE NUMBER 317 676 2434 Your initial PIN will be the last four digits of your SSN 5

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HEALTH WELFARE Dear Brothers and Sisters We re pleased to make you aware that our IN KY Health and Welfare Fund and our Ohio Health and Welfare Fund are now a part of a larger healthcare coalition that has been put together by the UBC This coalition is referred to as Level Care Health which includes UBC sponsored Funds from across the United States Level Care Health leverages the size and scale of many of our Funds across the nation and as of January 2023 will cover some 200 000 members and their dependents Through Level Care Health we have been able to secure better pricing and terms for the Fund and all our participants As Level Care Health continues to grow and expand our influence and clout in the market will continue to increase Note these important points about the Level Care Health arrangement Independence Blue Cross will be replacing Anthem Blue Cross as your medical network provider with medical claims paid by Independence Administrators instead of BeneSys You do not have to change doctors or other providers Due to the Blue Cross Blue Shield network the same doctors hospitals and other providers that are in network with Anthem are in network with Independence There are no changes in your benefits Your copayments deductibles and other coverages are not changing In mid December new Independence Blue Cross Blue Shield BCBS ID cards will be mailed to the homes of eligible enrolled members Please begin to use these new cards as of January 1 2023 After January 1 2023 please discard your Anthem ID cards There will be a new customer service number and a dedicated team for our Fund This number will be on your new Independence BCBS ID card This dedicated service team is an added benefit to our members Please note there is no change to our pharmacy or dental vision plans so you will continue to use your current pharmacy and dental vision cards after January 1 2023 Also BeneSys will continue to handle eligibility and administration of all health fund benefits other than Blue Cross benefits and BeneSys will continue to handle all administration for other funds such as pension and annuity The Union and Fund leadership are always looking for ways to improve the cost and quality of our programs Please let us know if you have any questions or comments Thank you Michael J Kwiatkowski Executive Secretary Treasurer 6

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CARPENTERS HEALTH PLANS more savings in the future This move will NOT affect your medical care or provider and the participants will be able to keep their same doctor The IN KY and Ohio Funds have also added Virtual Second Opinion by CleveDuring the two year COVID land Clinic as a service to our pandemic there were a lot of members to video conferelected surgeries and proce ence directly with Cleveland dures delayed such as MRI s Clinic expert physicians CAT scans knee and hip re OHIO PLAN placements to go along with Dental procedures Both Net Months of Assets 5 8 funds are expecting these months as of 4 30 2022 elected procedures and sur New Programs geries to take place in the Effective 1 1 2023 innext 12 to 18 months and ancreased lifetime maxiticipate the claims to be on mum on the Orthodontic the rise Benefit from 1 000 to 1 500 The Trustee s continue to Effective 1 1 2023 movwork hard and stay ahead ing to the UBC Level Care with decisions to help our Health Medical Consormembers sustain strong and tium Expected annual healthy funds One of these savings of 1 3 million decisions by the Trustee s is switching to Level Care Effective 1 1 2023 implemented the Express Health effective on January Scripts Medical Channel 1st of 2023 This decision to Management Program go with Level Care Health Expected annual savings will save the Fund over 1 of 130 000 million dollars with The Indiana Kentucky Ohio has two Health plans one for IN KY and one for Ohio Both of these funds are healthy and strong and coming out of a two year long COVID pandemic IN KY PLAN Net Months of Assets 7 4 months as of 6 30 2022 New Programs Effective 1 1 2023 increased lifetime maximum on the Orthodontic Benefit from 1 000 to 1 500 Effective 1 1 2023 moving to the UBC Level Care Health Medical Consortium Expected annual savings of 1 3 million Effective 1 1 2023 implemented the Express Scripts Medical Channel Management Program Expected annual savings of 372 000 7

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PENSION The IKORCC s pensions remain strong with the Indiana Kentucky plans green or nearly green and the Southwest Ohio plan is about to restore benefits to participants and the funding in the Ohio pension continues to gradually improve As you receive this the money experts continue to discuss market volatility and fears of recession First market volatility it s a term used when the market fluctuates with highs and lows during normal trading without clear reasons In normal plan years the investment professionals can typically estimate where the plan investments are heading With the current situation it is difficult to use past experience because of how many changes the market experiences during daily trading Then there is recession The United States Treasury defines recession as a significant decline in economic activity that usually lasts more than a few months The current financial crisis is more about inflation and increases in interest rates across the board not just in housing Borrowing will cost more now until inflation slows or stops The difference between now and a normal once a decade recession is the labor market remains strong and people continue to spend Forbes argues that we are not in a recession and with the number of members currently needed and the amount we will need in the near future we agree Other than spend what can we do as members to help the pensions when the market is not going to produce incredible returns Here are a few things that we should have always been doing but at times we ve lost our way 8 The IKORCC membership closely mirrors the behavior of the overall workforce

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PROTECT OUR UBC JURISDICTION Know our work especially the type of work that may be new to the UBC or new to our council It doesn t hurt anything to ask your steward or foreman why or why not we are performing certain types of work Never walk away from work you are being asked to do by your supervisor If you have questions find your steward or call your business representative and keep moving The more we as members know about our work jurisdiction and the better we perform the work the more hours we put into the pension In bad market years the hours worked have carried our plans through IS THERE A STEWARD ON YOUR PROJECT Carpenters donated time and funds to help with the Buddy Walk in Cincinnati How many times have we seen someone turn down the role of the steward The best way to protect our union and our jurisdiction is to have a well supported steward on every project The steward doesn t have to be the most experienced member on the job but he or she should be the most supported member on the job If something isn t right about the project please contact your steward if there isn t a steward be sure to call a business representative to make sure one is appointed The steward is a protected member of the job should make every effort to inform the union of any jurisdictional disputes PRODUCTIVITY IS ESSENTIAL If you find yourself being the last one to leave the break table or the one the foreman sends to the parking lot to pick up trash you might be looked at as unproductive If 6 workers stay at the break table for 10 extra minutes they have cost that contractor an hour if that happens on a normal week the contractor has to make up 5 hours The future for the IKORCC and it s retirement plans remain strong We have survived two financial recoveries in the past twelve years the Housing crisis of 2010 the Covid crisis of 2020 and the current crisis will pass as well 9

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ORGANIZING WITH UNION IMPACT DEAR MEMBERS Speaking with members across the regional council about the upcoming work outlook we are all in agreement on one thing the need for construction workers in the foreseeable future is on a scale that none of us have witnessed in our careers in this industry Multibillion dollar projects are being announced regularly across Indiana Kentucky and Ohio Technology advancements are constantly changing the way we perform work in the field making us more efficient and productive mechanics in our trade The regional council also consistently adopts new technology for our organizing training and retention efforts to ensure our union representatives are as efficient and productive as the members we represent On average council representatives will visit over fifty projects every week Recently the regional council has invested in a new project tracking system that has streamlined our 10 daily job site visits and helps us keep track of market share and data that we use for future campaigns and direction It is a game changer in efficiency accountability and documentation Union impact is a system designed to keep track of every project council representatives visit Individual project stage status and timeline are three key features Representatives can upload data collected on each project into the system in real time Data such as contractor information representative notes audio video contracts union market share and follow up dates are stored by project location Each project is given a unique tracking number and can be accessed by

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Graphs from Union Impact showing the amount of projects in all representatives regardless of location for research or visitation purposes at any moment Union Impact also has GPS data live mapping capabilities and the ability to show market trends and relationships based on the data entered This information is instrumental in putting together recruitment and organizing campaigns for the upcoming mega projects and the ongoing work that our signatory partners currently have The Union Impact system is now up and running in each of our council offices If you would like more information on this system please visit the following link Fraternally Ken Lyons Director of Organizing Simply scan with your camera to see more on Union Impact 11

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TAX FRAUD DAY OF ACTION IKORCC took the UBC s challenge to bring awareness about construction industry tax fraud to heart this past Tax Fraud Day of Action In April the regional council held twelve unique events across the three states to educate members contractors and elected officials on the importance of standing up to tax fraud It s a question of fairness said Mike Kwiatkowski Executive Secretary Treasurer for the Indiana Kentucky Ohio Regional Council of Carpenters As taxpayers file their returns we are standing up against unlawful practices that have been business as usual for too long in construction As a result taxpayers lose government services and law abiding businesses and their employees lose work to the cheaters INDIANA IKORCC Hubs around Indiana hosted informational events in five locations Merrillville Fort Wayne Indianapolis Terre Haute and Newburgh Representatives also went out to a job site in Indianapolis to educate members on what to look for and how it impacts them Each event had impressive well educated elected officials speaking on what they ve seen first hand of the effects of tax fraud In Merrillville lawmakers and IKORCC members celebrated the action taken by prosecutors against two Indiana construction companies Prosecutors filed tax fraud and money laundering charges against the companies behind a 30 million project in LaPorte 12

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KENTUCKY In Louisville Representatives handed out over 200 lunches informational materials and had tough conversations with elected officials on what tax fraud really is The statehouse was in session and full which opened the door for IKORCC to make new introductions with lawmakers who were unaware of these issues The Ashland Hub held a lunch andlearn round table with over 25 mayors State Representatives judges code enforcement officers tax clerks and local business owners During the event in Grayson local officials around the room spoke about their experience witnessing tax fraud in their communities OHIO Over two days the IKORCC held events in Rossford Monroe Richfield and Columbus All four events brought in legislators from both sides of the aisle some with little knowledge of the dangerous practice in the construction industry Many legislators in attendance spoke about their support of the proposed legislation in Ohio House Bill 482 This legislation proposes a Tax Fraud Study Commission to understand the impact of this business model in Ohio and make recommendations moving forward The bill is currently awaiting action in the Senate 13

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POLITICAL REPORTS KENTUCKY The core group of Democrats and Republicans that the Council supported were successful in the 2022 election cycle and several essential local victories were gained throughout the commonwealth Representatives continue to build relationships to help elected lawmakers better understand the battles carpenters and millwrights face in the field INDIANA 2022 has been extremely busy for Indiana in regard to politics By involving lawmakers in IKORCC events from speaking at the many Indiana Tax Fraud Day of Action events to attending training center open houses the political team is working on building better relationships with local and state politicians During the 2022 legislative sessions Indiana had several anti project labor agreement bills introduced that would prevent public works projects from entering into any agreements with labor organizations However with the help of the IKORCC political team they were able to stop those bills from getting passed Furthermore IKORCC Representatives have been working on legislation for 2023 that will impose beneficial restrictions on renewable energy projects coming to Indiana For example 80 of workers on any renewable energy project in Indiana must be residents of the state and no 1099 workers are allowed This will help to combat tax fraud and worker misclassification while also keeping Hoosiers working Indiana saw positive results with IKORCC supported candidates in the general elections and the team is looking forward to working with them over the next few years Looking ahead political representatives are beginning to work with possible mayoral and gubernatorial candidates for the 2023 election 14 With the enormous number of solar projects on the horizon the Regional Council will continue the pursuit of language similar to legislation that exists in other states that protects carpenters work and puts the IKORCC contractor base in the best position possible to be awarded the solar projects Representatives are working closely with the Solar Committee to provide the necessary information to receive support Looking forward to 2023 key races to watch will be the Kentucky State Executive Officials elections which includes the Governor s office

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d p e e s s o n h s OHIO 2022 has been overwhelmingly successful The hard work of building relationships with both Republicans and Democrats has paid off In Ohio the IKORCC had the most successful Ohio election cycle in history Of those the council supported over 91 won their respective races On November 8th it was a proud moment to see a strong majority of all IKORCC supported candidates win Moving into 2023 Political Leads will continue to use proven methods such as training facility tours job site visits and being actively involved early in campaigns to ensure that the Council not only has the support of future lawmakers but also garners their well deserved respect There will be at least one special election in 2023 and the 2024 election cycle is not far down the road Staff will be very busy working to ensure the protection of the current IKORCC supported lawmakers and going through a vetting process for any open seats to proactively support the right candidates If you are not already registered to vote please do so Remember that when a recommendation is made to support a candidate they are firmly in support of you to protect our work your career and our ability to provide for our families The upcoming 2023 races are highly important Please visit ikorcc com politics to view our endorsement recommendations We take measures to ensure that they support carpenters issues from both political parties 15

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GREENWOOD The IU Methodist Project is a 7 year project that is just getting started The PLA was signed for the 1 billion bed tower portion of the project Upon completion this 1 6 billion IU Health Campus will be the largest in the United States But healthcare work is not the only thing central Indiana has in volumes This year the Indianapolis Hub s locals have been very busy giving back to their community outside of the job site Members volunteered to precut and predrill the pieces for the annual kids toolbox build at Lafayette s Labor Day at the Park Over 30 MAC members participated in Rebuilding Together volunteering to work on nine homes in Indianapolis At the annual Indy 500 parade day members volunteered their time to install the iconic carpet MAC members also participated in a volunteer project for Hopes and Dreams installing replacement windows at a homeless shelter for teens The Make A Wish Foundation approached local Representatives to install a deck and swimming pool lift for a young girl with disabilities Members gathered this May to get the job done Her father stated in a letter to the local She loves the swimming pool Other than a floating device it s the one place where she can move around independently We really appreciate what you all have done for us MERRILLVILLE Volunteer work has always played a huge role in the foundation of the locals in the Merrillville Hub From the annual Leon s Triathlon set up to donating time and materials for local community projects the members in this hub have always given their skills and time to their community A partnership was formed this year with the United Way of Northwest Indiana to give underserved communities a path into the trades Meetings are held at the Merrillville Hub Nonprofit programs and other trades work together in these meetings to better serve those communities with well paying careers The relationships built through the United Way partnership have led to more conversations with elected officials and has helped progress their tax fraud and legislative goals forward 16 One of the hub s big wins this year was getting a prosecutor to take to court a contractor operating under the tax fraud business model The hub has been working diligently to prevent those bad actors from working on the current and upcoming large jobs Right now the Hub has nearly 2 billion of work ongoing with another 1 5 billion coming up soon With three new representatives on staff the Hub is energized with new ideas to organize and continue growing the membership to meet demand

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The battle for market share never ends but it does result in one important outcome increase of workhours Two big projects adding new workhours this year include the I 69 Bridge and the Kentucky Lock Monolith The Ohio River bridge crossing between Evansville IN and Henderson KY is a 1 5 billion project total The first phase was awarded to Ragle Inc at 158 million Phase One consisting of the Kentucky side auxiliary bridges is kicking off now and should last two to three years total with 30 members at peak Further south down US 60 the 500 million Kentucky Lock Downstream Monolith in Livingston County Kentucky being performed by Thalle Construction Thalle currently has around 25 carpenters onsite It is a five to six year project that will employ around 130 Carpenters and Millwrights at peak with around 30 being certified welders Don t forget to stay NEWBURGH With the training and skills to help the Newburgh area members put their talents to good use This past Spring the Newburgh MAC members spent several weekends framing and hanging drywall a home remodel for Foster Care USA This home will house 10 12 individuals ages 17 24 that never made it out of the foster care system The home will give the kids an opportunity to get on their feet through mentoring and guidance up to date on your certifications like welding Announcement after announcement the IKORCC territory has seen an impressive number of high profile jobs broadcast For the Warsaw Hub the big news this year was a 3 billion battery plant coming to Kokomo The Samsung Stellantis venture was announced in May and work started in October Commercial Contracting Corporation is the General Contractor on the facility It will provide jobs for 300 carpenters in the two and a half year timeframe One of the most consistent zones of work in the Warsaw region is at the University of Notre Dame In the last 30 years the campus has spent over 147 million a year on average just on construction With 170 buildings on campus 47 are newly built in the last 30 years Ongoing projects include Raclin Murphy Museum of Art Research II complex a new Men s Residence Hall and several other smaller projects inside buildings around campus This work has kept WARSAW around 200 union members steadily working throughout the year To keep up with the ongoing work and organizing to meet the needs of all their contractors the Warsaw Hub has hired four new staff members this year Charlie Brown Brittany Grier Andrew Jones and Justin Carpenter The whole staff is ready to grow the membership and keep the market union strong Visit ikorcc com warsaw to meet the new reps hint click their photo to call and chat with any rep 17

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ASHLAND Announced last year the Yellowbud Solar Project has been a large endeavor for the Ashland Hub Located in a rural farming community the site was going to need over 200 members fast A full scale organizing effort commenced and resulted in a 20 increase in membership across all the locals in the hub not to mention members living in surrounding jurisdictions The Ashland Training Center was able to get the same solar racking system that would be used on site They trained over 300 members to be qualified to do the installation The success of this project LOUISVILLE A new 1 500 acre battery manufacturing complex from Ford and SK Innovation is coming to Glendale Kentucky The 5 8 billion investment began construction a few months ago and is expected to continue for four more years This project alone may put over 1 000 carpenters to work Located in a rural area filling the demands of this project and servicing ongoing projects has kept the Louisville Representatives busy organizing They are hitting non union job sites to recruit daily They attended the K4C event this year a construction job fair with over 3 000 people in attendance Representatives also maintain former and have built new strong relationships with community organizations like Louisville Urban League Workforce Innovation boards and local ATC schools 18 Member to member organizing is and always has been our best way to recruit Now more than ever is the time for all our members to band together and become along with the productivity of IKORCC members has led to more solar sites for this hub and others within the council check out the story on the job site appreciation lunch at the Yellowbud site on page 26 With over 700 apprentices currently enrolled at the Ashland Training Center the need to expand is obvious The 12 000 squarefoot addition to the training center will add much needed space for the expanding membership It will have a state of the art welding shop more classrooms and the installation of an overhead crane for rigging This expansion should be complete by the fall of 2023 The expansion is well timed with the start of another newly announced investment of 3 5 billion In Fayette County Honda and LG announced a battery plant that should break ground early 2023 The Ashland Hub s next big focus will be securing this work for UBC carpenters and millwrights one Louisville Senior Representative Waylon Issacs said of the upcoming opportunity for growth To maintain the membership and provide the support needed the office has been running weekly new member orientation classes They have also been actively working towards assigning new stewards on ongoing projects As work is ramping up for all the area contractors Stewards on the job will be important to keep everything running smoothly for both the members and the contractors

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Working together to affect change is at the heart of the union s mission The Akron Canton Hub attributes their success to that very practice Ordinance 101 Responsible Bid Ordinance link to RBO booklet passed unanimously 10 to 0 in October in Cuyahoga Falls Ohio Present were agents from the Akron Canton office and members of their Member Action Committees MAC They have been working closely with the Cuyahoga Falls councilmen in the law department over the last two years to write and pass the language in this ordinance AKRON Another way MAC members in the Akron Canton hub stay involved is through Safety Town Throughout the year MAC members from the hub s locals have built Safety Town houses for the various programs in nearby cities Safety Town is a mock miniature town built for children to teach them about different safety measures and how to respond to danger For the most recent project several volunteers built three of these houses in Richfield to donate Several other nearby cities have expressed interest in giving it a reading as well This type of success could not be possible without the committed MAC members that attend council meetings show their strength in numbers and show support in a physical sense by filling the room It speaks volumes about what is accomplished through the power of solidarity In Cleveland there is no shortage of tradition A project in its 98th year in a row is underway with a new crew The General Electric GE Christmas light display in Nela Park is being led by a twelve person Cleveland area carpentry crew UBC member Jodi Grubke used to work in maintenance with GE and is asked to return year after year for this project No matter what contractor she s with she brings a team that gets the job done This year the crew of 12 carpenters are driving over 425 concrete pins to hold the displays together The eight week project consists of a special highlight this year it is a 25 foot high by 10 feet wide gnome Jodi has already started brainstorming ideas with GE for their 100th anniversary As a part of their holiday cheer the office is also looking for ways to give back In November and December the Hub s representatives and MAC committees got together to volunteer They collected donations and participated in drive through CLEVELAND hand offs for families in need through the nonprofit Fairhill Partners The area also annually participates in events for the Down Syndrome Association of Northeast Ohio This year over 50 Cleveland area members participated in the inaugural Tee It Up for Down Syndrome event 19

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COLUMBUS Ohio s biggest economic impact 45 years ago is on its way Intel has created buzz across the country with the announcement of an initial 20 billion investment in the New Albany area Known as Project Cardinal the site will be home to one of the largest semiconductor factories in the world The expectation is this project will work up to 2 800 Carpenters and 200 Millwrights at peak of just phase one This single site could be up to a 100 billion investment over the next decade Carpenter work is expected to start in early 2023 The Columbus office has spent much of the year focused on ramping up for this big push From recruiting blitzes on nonunion sites to digital recruitment the focus is on bringing in new members to meet the impressive amount of upcoming work To prepare the high school career technical students the regional council has donated 5 000 grants to area programs like Ashland County West Holmes and Knox Coun MONROE IKORCC members have always put their brothers sisters and community first This year MAC members and representatives helped install a handicap ramp for 68 year member Cordell McKenzie From the acquisition and installation of the ramp to the pavers at the landing the team went above and beyond for their UBC brother Members also rounded up a monetary donation and a group to donate their time to set up the Buddy Walk Fundraiser for Autism Awareness The group set up signage walked and assisted with the cleanup of the event Fighting against the non union construction companies who operate under the tax fraud business model has always been necessary for the Cincinnati market The owner of a company that operates under this model had been buying fake OSHA certifications underpaying his workers on a prevailing wage site and stealing from their retirement savings so he could win a 20 ty Career Centers This funding is to strengthen our relationships and provide additional training to the next generation of UBC members who could very likely be working on these upcoming projects most of their career The area local ran a new campaign Build the Wealth to encourage member to member organizing Carlos Palma won the year s grand prize of 2 500 for bringing in 25 new members in the inaugural six months half million dollar bid on a downtown Cincinnati project The Monroe hub gathered evidence from workers onsite through testimonials pay stubs and more The Hub worked with the Cincinnati Interfaith Worker Center to provide a safe place for those workers to talk and supply the necessary evidence Finally with help of the IKORCC the contractor was taken to court and sentenced to 18 months in federal prison for fraud and theft

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Another solar site in the Indiana Kentucky Ohio Regional Council began work recently in the Rossford Hub area The 107 MegaWatt farm started with a few carpenters and millwrights in November and expects to see up to 80 members onsite by the end of the January through the next year The area has 14 more upcoming large scale solar projects estimated to be complete by 2025 Many of the projects will have to go through a public hearing by the Power Siting Board first These meetings are extremely important to have IKORCC representation by staff and members Not only can the council show physical support for the projects but they can sway if the project goes union or non union Don t forget to attend your local meetings or join your MAC committee to learn about the next event you can help with Another way members have gotten involved is with the Little Blessing Veteran The Youngstown Hub is expecting a lot of upcoming work from solar fields to vehicle and energy plants and more To prepare Representatives participated in the third annual Mahoning Valley Skilled Trades Expo 5 300 students from six counties were given a hands on look at what the skilled trades can offer them 15 trades participated in the two day event that offers a full experience of life as a skilled trades worker This year s event grew quite a bit there was a lot more hands on participation At our floor laying set up students would grab a friend and take the time to figure out different designs and patterns It was exciting to see the teamwork and see the students take on the challenge Senior Representative Tony DiTommaso said of the event this year The hub had a successful year with high school signing days and career school ROSSFORD Outreach organization They reached out to the carpenter locals in the area for help rehabbing some facilities at their farm This nonprofit works with veterans and their families providing camps to address things like transitioning to civilian life PTSD wellness and family programs for spouses and children Over several months members took time on the weekends or evenings to head out there for rehab of the barn hanging walls windows and more YOUNGSTOWN partnerships Thanks to those partnerships and IKORCC s Career Connection Outreach Specialist Jeremy Dennis the Trumbull County Education Service Center was able to build a separate facility for their new Educational Extension Pre Apprenticeship Program Students in the program say they are taking the opportunity for something new and to be a part of something bigger 21

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TO DATE 539 679 TRAINING HOURS TRAINING 275 ARTICULATION AGREEMENTS 5 324 6 SEALS 6 846 STUDENT APPRENTICES CAREER CONNECTIONS T OUR S IN 2 02 2 Open Houses In 2022 the IKORCC assisted in hosting 11 open houses across the council COVID restrictions have prevented the training centers from holding open houses since the fall of 2019 This year hundreds of schools brought students in for tours hands on activities to meet with apprentices instructors and contractors More than 22 244 600 distinguished guests toured the Joint Apprenticeship Training facilities and most events had local media coverage The success of the open houses was exceptional with attendance increasing by nearly 32 increase since 2019 It is expected that the 2023 open houses will be even more successful

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2022 EDUCATION The year of change for Indiana Kentucky Ohio s apprenticeship training leadership Two new Directors two newly created Assistant Director positions meet the new faces of the two apprenticeship training programs Adam Fedak Adam was hired as Director of Education for Indiana and Kentucky after the tragic passing of former Director Jerry Burke last year Adam comes from the Regional Council where he was a Business Representative in the Merrillville Hub He is also a member Treasurer and Delegate of Local 1005 Neal Strange Neal started as a Pre Apprentice and worked his way up the ladder as a Journeyman Superintendent and Instructor before being hired as Assistant Director of Education in Indiana Kentucky in January of 2022 He is a member Delegate and Financial Secretary for Local 301 Dan Sustin Effective July 1 2022 Dan took over as Director of Education in Ohio when Vince Wright retired Before this role Dan was the Coordinator covering the Richfield and Rossford campuses He is a proud member and Trustee of Local 435 and served as a Ranger in the United States Army Jeremy Dennis In a newly created position Jeremy was hired as Assistant Director of Education in Ohio late October 2022 He was previously the Outreach Specialist for the JATC and will continue to grow the partnerships with Ohio s high schools and technical schools in this new role Jeremy is a member and Recording Secretary of Local 200 23

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INTERNATIONAL TRAINING CENTER In March of 2022 the Indiana Kentucky Ohio Regional Council of Carpenters sent their first group back to the United Brotherhood of Carpenters International Training Center ITC since the pandemic began The ITC temporarily paused their in person classes at the Las Vegas facility in March of 2020 to reduce the spread of the growing COVID 19 pandemic In October 2021 they reopened their doors officially and relaunched their world renowned training The facility and the instruction at the international training center was above and beyond what I thought the program could offer Brent Henderson Local 1016 I was very impressed with the ITC the accommodations and the way that they treat everybody it made me feel proud to be part of this organization Camilo Vargas Local 200 If you are interested in attending training or a leadership event at the ITC please contact your local Business Representative to learn about the requirements and upcoming opportunities ITC CLASS ATTENDANCE 300 Hitters 360 Concrete Conference 36 SIB Conference 50 Collaborative 30 Delegates 18 Roofing 20 Financial Officer GOTV 28 Trustee 29 3rd year Apprentice 419 3 Day Evaluation 6 WHERE YOU WILL NEED THE REAL ID Accessing certain federal facilities Boarding federally regulated commercial aircraft Entering nuclear power plants 24 REAL ID M ay 3r d D E A D L I N E 2023

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SCHOLARSHIP WINNERS Congratulations to the following 2022 IKORCC Scholarship recipients Congratulations to our 2022 Indiana Kentucky Ohio Regional Council of Carpenters Scholarship Program recipients Forty students received a 1 000 scholarship toward tuition room and board or books to a trade school or college Twenty recipients earned scholarships based upon their high school grade point average and SAT or ACT scores Another twenty were selected randomly Recipients were sons daughters and dependent children of members of the Indiana Kentucky Ohio Regional Council of Carpenters and Millwrights Parents or guardians must be members in good standing of the IKORCC for at least one year The son daughter or dependent child must be a high school graduating senior or be attending a college university or trade school as a full time student Aaron Barker Leana Baxter Xavier Bohn Maddie Breletic Mark Bunch III Brenden Bentley Kyleigh J Ciralsky Allyson Cannon Callie Carver Bailee Lynn Caudill Victorie Combs Logan Culver Zion Dunaway Ryker Featheringham Magdalene Fincher Ella Gulleh Peyton Harlow Robert Harwig Rachael Hemmerlein Nathan Hogle Caybree Howat Katlin Jay Klabus Joshua Lewandoski Isabellah Linder Brooke Lindsey Calvin Livvix Nathan Lukac Preslee Lutz Yoseline Medrano Evan L Medley Delaney Messer Colin Metzger Bailee Montgomery Emma Perry Macy Puckett Nicholas Siefert Kennedy Swope Jared Schwotzer Josie Vargo Alexis Paige Yuhasz Please visit ikorcc com 2023 scholarship application to apply for next year 25

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EMERGING MARKETS SOLAR WILLIAMSPORT OH On September 15 IKORCC leadership and staff took to the Yellowbud Solar Project to host an appreciation lunch for the workers All union workers were invited to stop by one of the three setups onsite for their lunch made by The Scioto Ribber For the over 220 IKORCC carpenters onsite staff handed out shirts and tumblers to thank members for their work on the project Nearly 500 trades workers in total on the job picked up lunch during the event The Yellowbud luncheon was to thank those IKORCC members working onsite They took the classes came to work with a good attitude and got the job done This job is a perfect example of what the UBC does we train we show up with a cando attitude and we get the job done IKORCC Director of Ohio Anthony Holbrook said of the event 26 Thanks to IKORCC members professionalism and productivity IKORCC Contractors like Kiewit are committing to using union carpenters and millwrights to complete their solar projects The UBC s performance both with safety and productivity has been outstanding David Marko Kiewit s Labor Relations Director spoke about the IKORCC s presence at Yellowbud Marko wrote the IKORCC to commend the performance reported on the Yellowbud Solar Project in Ross and Pickaway counties near southern Ohio The productivity of the solar energy work at the Yellowbud site is just one example of IKORCC s ongoing efforts to continue learning from emerging industries and adapting to the needs of contractors Nearly 14 billion are projected to be invested in Indiana Kentucky and Ohio by the federal government due the Inflation Reduction Act being passed at the federal level This legislation is expected to invest that money into large scale power generation and storage in clean energy including solar To date IKORCC training centers have taught over 10 000 solar training hours and expect to more than double that by next year to keep up with the demand from contractors bidding on these new solar projects across the region

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ROOFING On August 29 2022 the Merrillville Training Center held the first Single Ply Roofing Class in the council Instructors Matt Szepanski Adam Williams and Michael Greathouse assisted in teaching the class The class covers training with the Hot Air Welders familiarization with gluing cleaning processes and installing seam tape on EPDM products Members also become familiar with the safety practices while working on roofs whether it be working near a leading edge fall protection the proper use of ladders chemicals and the importance of Personal Protective Equipment We already have most of the knowledge and skills needed it s more of a matter of familiarizing our craft with the building codes and the Manufacturer s specifications I felt our class went very well and I was proud to see our members pick up on the skills needed rather quickly They all did a great job Instructor Szepanski said of the first class If you are interested in taking this class as an apprentice or journeyperson please contact your local training center for upcoming classes 27

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CONTINUING THE LEGACY Whether you are a brand new apprentice in your first year or nearing retirement every member of the IKORCC leaves their own legacy WHAT WILL YOURS BE GRACE FRITTS 1 YEAR CARPENTER LOCAL 200 28 Q A Why did you join the Carpenters Union I ve always been interested in the trades I like working with my hands and was looking for a career where I could be active and grow Q A What do you like about your job I enjoy learning the different aspects of carpentry and the satisfaction when something clicks There s a lot of gratifi cation that comes when I complete a project I ve been working on Q A Is there a certain project you re hoping to work on in the next few years Right now I m enjoying taking in all the information I can with what I m working on I ve done a little bit with ceilings and I d be interested to contin ue doing more with that Q A What are you looking forward to most in your career I m looking forward to becoming the best carpenter I can be and moving up There s not a lot of women in the trades and I hope to move up one day and help create a safe and more accepting environment for women Q A What do you hope to learn from more experienced carpenters I ve really enjoyed learning from differ ent experienced carpenters there s so many tips and tricks that each journeyman has I hope to continue to learn different ways to approach prob lems and soak up all the knowledge they can give Q A What do you think the Carpenters Union legacy is One of community I ve met so many people over the past 8 months who have been so helpful and welcoming to me

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Q A Get to know two members Grace Fritts and Jim Braun More than twelve years apart in their union carpenter journey they both have one common goal TO BUILD Q A Why did you join the Carpenters Union I was a single father and was drawn in by the benefits and competitive wages Q A What do you like about your job I like at the end of a project Seeing what the crew has accomplished I like helping members that want to learn I also enjoy the friendships I have made in all my years as a member Also I have enjoyed helping fellow members as a job steward on several jobs and the opportunity to serve as a Delegate Q A Is there a certain project you re hoping to work on in the next few years I really don t have a favorite I like the big projects that have changed the skylines several bridges and new factory builds Q A What has been the most rewarding moment of your career I would have to say watching my son follow in my footsteps JIM BRAUN 12 YEAR CARPENTER LOCAL 224 Q What advice do you have for new members A Whatever job you are sent to look around try to see who the best carpenter on that job is and try to get paired up with them Watch learn and ask questions to gain knowledge in the field And get phone contact numbers to grow your networking base I wish all new members good luck May you all be in the position to retire one day Q A What do you think the Carpenters Union legacy is I would say that would be our retired members and the lifestyle they can maintain Everyone has a goal to retire someday Having the ability to retire comfortably while you are still able to enjoy it is priceless 29

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CARPENTERS CARING SUPPORTING THE MEMBERS THAT MAKE US The council celebrates yet another successful year in supporting members in their time of need Since its inception Carpenters Caring has been fortunate enough to operate with the funding necessary to help hundreds of members and their families in their most dire times Carpenters Caring is a non profit organization that relies on contributions to assist IKORCC members and the amount of support received has exceeded all expectations Carpenters Caring Committee would like to thank all the locals the contractors and vendors for supporting what I believe sets us apart from other organizations Though each story is tragic having the ability to be there for members during personal loss death illness and even terrible natural disasters is one of the proudest functions I have ever been a part of As a member we are fortunate to have each other We are truly a Brotherhood Committee Chair Jason Clark 30 Throughout 2022 we have had continued growth and support across Indiana Kentucky and Ohio Carpenters Caring 2022 golf outing was a tremendous success raising over 23 000 for the fund This year individual locals conducted fundraisers specifically to support the organization s ability to help members going through personal loss Additionally all the in kind contributions received to date cannot be overlooked

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SUPPORT POURS IN TO EASTERN KENTUCKY Natural disasters struck the majority of Kentucky this year causing widespread devastation 2022 began with Kentuckians still picking up the pieces from the damaging tornadoes on the western side of the state In August a series of storms and nonstop rain created devastating flooding in 13 counties in Eastern Kentucky With the hills and narrow county roads search and rescue took weeks Thirty nine adults and children were found dead with thousands impacted by the wreckage It was a difficult few weeks for IKORCC members and families in that region of the state IKORCC representatives acted immediately calling to check with mem bers though it took weeks to get ahold of some who were affected by the power and cell tower outages in more rural counties IKORCC donated supplies wheelbarrows squeegees and food by the truckload With many calling to ask how they could help donations were directed through the Carpenters Caring organization Many IKORCC locals donated what they could along with the Eastern Atlantic States Regional Council of Carpenters contractors including Day Zimmer Gough Inc Gibson Lewis and Gariup Construction In all the fund raised over 57 000 in relief during this hardship The true character of UBC members comes out during difficult times like these further proving the integrity and strength of the Brotherhood 31

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IKORCC INDUSTRIAL LOCALS 2013 2501 Masterbrand Jasper IN Dorel Juvenile Columbus IN 2031 Masonite Vandalia OH Tectum Newark OH Anderson Wood Louisville KY Louisville Metro Government Louisville KY Yager Marine Materials Owensboro KY Todco Marion OH Ted Bolle Springfield OH Art Woodworking Cincinnati OH INDUSTRIAL SPOTLIGHT Art Woodworking and Manufacturing Company is a family owned shop currently operating under its 3rd and 4th generations Started in 1913 under the name Art Wood Turning and Scroll Company the shop has been local to Cincinnati Ohio since its inception The company produces custom woodworking for restaurants high end libraries church work courtrooms replication work and more through competitive bids The shop has been unionized since the late 1950s Currently employing 32 people but the shop s owner Ralph Dickman believes that with the amount of work they have right now they could expand to 12 more 24 employees work inside the shop itself and the others work in drafting project management and estimating Some employees have been working in the shop for up to 50 years now Scan here to check out this video for more on the history and working members at Art Woodworking 32

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DON SHERRY AWARD 2022 Few people have left the impact on the Indiana Kentucky Ohio Regional Council of Carpenters as Don Sherry did Don Sherry tragically passed away in 2017 His list of accomplishments is vast and his impact on our union is unprecedented To honor Don s service and dedication each year since his passing the IKORCC has given The Don Sherry Achievement Award The award recognizes a rank and file member who has gone above and beyond in their service on the job site with contractors in MAC meetings Member Action Committee and in their community In addition to giving an award in his honor IKORCC delegates raise money each year during their annual conference and donate the proceeds to the Diabetes Foundation in Don Sherry s honor The Indiana Kentucky Ohio Regional Council of Carpenters is proud to name Travis Williams of Travis followed the footsteps of his father a retired 1005 Carpenter by taking the responsibility of becoming a steward for the union Travis is truly a model member that values others as much as himself and is more than deserving of the Don Sherry award said Local 1005 member Eric Yuhasz AWARD RECIPIENTS 2018 Glenn Downs Local 599 2019 Raymond Poer Local 599 2020 Cory Hudson Local 285 2021 Bobby Miller Local 357 2022 Travis Williams Local 1005 Travis Williams accepting the Don Sherry Award Local 1005 as the 2022 Don Sherry Achievement Award winner Travis has been a member of his local for 10 years He worked for the same contractor on the same job for nearly his whole career He was a staple at US Steel Gary Works with Solid Platforms since 2013 when he was hired on as a second year apprentice In addition to staying active at local meetings and 1005 s Member Action Committee MAC he is a mentor and has been a Union Steward at US Steel When he s not mentoring he is cutting grass for elderly and disabled neighbors in the Marshalltown section of Gary He volunteers to mow and clean up old abandoned schools in town Travis is also known to donate time and money to the local shelters His dedication to the work of the union has not stopped After his nomination and review Travis applied and was hired as a business representative for the IKORCC out of the Northwest Indiana Hub IT S AN HONOR TO PRESENT THIS AWARD TO TRAVIS WILLIAMS HIS WORK MENTORING AND VOLUNTEERING TRULY EXEMPLIFIES WHAT BEING A UNION CARPENTER IS ALL ABOUT MIKE KWIATKOWSKI EXECUTIVE SECRETARY TREASURER FOR THE IKORCC 33

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SISTERS IN THE B 34

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E BROTHERHOOD UBC Leadership Conference 2022 OVER 500 SISTERS IN THE BROTHERHOOD GATHER IN LAS VEGAS AT THE UNITED BROTHERHOOD OF CARPENTER S INTERNATIONAL TRAINING CENTER FOR THE TRIENNIAL SIB LEADERSHIP CONFERENCE In August 2022 the Indiana Kentucky Ohio Region al Council of Carpenters IKORCC sent 50 Sisters in the Brotherhood SIB to the United Brotherhood of Carpenters UBC International Training Center for the 2022 International Sisters Conference The theme of this year s conference was Seize The Opportunity a call to action for attendees to get involved locally regionally and internationally in growing our diversity and union strength Programming included motivational guest speakers U S and Canadian diversity labor officials and several workshops to directly touch on the unique challenges for UBC SIBs The four day event was full of networking opportunities and training for members ranging from apprentice to seasoned carpenters millwrights and industrial members IKORCC SIB chair Megan Pugel was on the conference planning committee and said this the energy was exhilarating and something I had never experienced These ladies have shown and will continue to show their strong leadership capabilities Around 525 Sisters in the Brotherhood from across the United States of America and Canada were in attendance The United Brotherhood of Carpenters holds the Sisters in the Brotherhood Conference once every three years this was the first conference held at the Las Vegas Nevada training facility since 2018 due to the ongoing COVID 19 challenges in 2021 Local 224 Carpenter Cassie Brown spoke of her experience at the event Absolutely amazing experience I enjoyed the conference but I loved meeting everyone knowing I m not by myself I knew there were other females but I didn t realize how much of a force we are from the United States and Canada And what I saw was just the ones that were invited to the conference it doesn t even include those who weren t in attendance We re a force to be reckoned with 35

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NEW STAFF IN 2022 19 NEW BUSINESS REPRESENTATIVES WERE HIRED TO CONTINUE THE LEGACY LEARN A LITTLE MORE ABOUT THEM AND WHAT DRIVES THEM DAY TO DAY DREAMING TO LEAD I became a rep because it s something I always wanted to be since I first started getting involved with the brotherhood I m a 2nd generation carpenter I d tag along with my dad to union meetings events at a young age I always remember listening to the reps talk about what they did and I thought to myself I wanna do that one day Kelly Davis Louisville Hub FINDING A SEAT AT THE TABLE I didn t know how I would be welcomed being a woman at the men s table All that was for nothing There is no man s table it s a table of carpenters millwrights I feel privileged to work with my brothers in the trade Our team took me in as a sister just as our members did in the field It s a complex job with many hats Everyone s door is open and we work as a team since we are tradespeople through and through Brittany Grier Warsaw Hub DAILY INSPIRATION What inspires me most is the camaraderie We re an organization a team brother sisterhood but most importantly we re family Kelsie Biggs Greenwood Hub Inspiration about the union the culture we are creating working alongside the greatest craftsmen in the construction industry and the future of the UBC Mark Brown Greenwood Hub IMPACTING LIVES This first year has been great having the ability to impact other people s life in such a positive way is a very rewarding job Also I work with an excellent group from which I have learned a lot and they are always there to offer guidance Francisco Gonzalez Columbus Hub BRINGING UP THE NEXT GENERATION 13 36 I would be excited to help mentor anyone considering becoming a rep in anything they needed to achieve Like getting involved at the local level helping out on MAC projects helping them understand that they can start now by carpenter to carpenter organizing be an unapologetic union member and proud of what we stand for when the time comes submit their resume Joe Pittman III Louisville Hub

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YOU BE WILL To honor those who have passed this year please visit www ikorcc com about in memoriam to leave your condolences MISSED To view a list of all IKORCC retirees this year please visit www ikorcc com about retirees 37

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Procedures for Objecting Nonmembers to File with the Union Objections to The Expenditure of Dues for Purposes Not Germane to Collective Bargaining Union membership is an asset of great value to working people Union membership alone provides workers with a measure of control over their wages hours benefits and working conditions Under Section 8 a 3 of the National Labor Relations Act 29 U S C 158 a 3 employers and unions have the right except in so called right to work states to enter into agreements requiring that workers as a condition of employment join and maintain their membership in the union This law and policy is consistent with the democratic principle of majority rule and it ensures that everyone who benefits from union representation shares in the cost of providing that benefit Consistent with this principle and the law many collective bargaining agreements between employers and UBC Local Unions and Councils affiliates of the United Brotherhood of Carpenters and Joiners of America UBC require as a condition of employment that workers enjoying the benefits of these agreements join the union and remain members in good standing Over the years however the National Labor Relations Board and the courts have to some degree undermined union security by holding that these clauses can be enforced against workers who refuse to join the union or resign from it only to the extent of requiring financial core membership that is the payment of union initiation fees and periodic dues Workers cannot lawfully be required to actually join a union as a condition of employment But again they can be required to pay the union an amount equal to the dues and fees uniformly required of union members These rulings clearly contradict the plain language of the statute which specifically states that an employer can lawfully make an agreement with a union to require as a condition of employment membership in the union Nevertheless unless and until these legal interpretations are changed the UBC will follow the prevailing law and enforce union security provisions in a manner consistent with the statute and applicable court decisions Recently backward looking court decisions have further narrowed workers union security rights holding that financial core nonmembers can file with the union an objection to paying for union activities that are not germane to collective bargaining in order to obtain a rebate of that portion of their dues which is determined to have been expended for nongermane purposes Like most unions the UBC spends a great amount of its funds on activities that even the courts agree are directly related to collective bargaining In addition the UBC expends some funds for other activities including organizing legislative activity publications etc All of these activities help to strengthen our union and thereby create a more favorable position for labor in the collective bargaining process In that sense every one of these activities advances our union s fundamental mission workers joining together to better their lives However backward looking court decisions have taken an extremely narrow view of the role of the trade union movement ruling that certain such activities are not germane to the labor organization s function as the legally recognized representative of workers in collective bargaining 3 the right to vote on the rate of dues they are required to pay 4 the right to vote on the ratification of collective bargaining agreements that determine their wages hours and working conditions 5 the right to vote in the election of the union officers and stewards who represent them 6 the right to attend speak and vote at union meetings where union policies that directly affect their jobs are determined and 7 the right to a transfer card so that they are not required to pay a new initiation fee if they go to work in a different collective bargaining unit which frequently happens when a worker changes jobs In short these nonmember workers lose very important rights benefits and privileges including the right to meaningful involvement in setting the terms and conditions of their employment a voice and a vote in union governance thereby allowing others to unilaterally make decisions affecting them their families and their livelihoods It is illegal for an employer to compensate a nonmember worker in any way for the loss of these valuable union rights and benefits As for the union it is required by law to represent nonmembers in the same way that it represents members While the union will meet this requirement of law it will not do anything for nonmembers that is not absolutely required by law Objecting nonmembers who choose to file with the union objections to the expenditure of dues for purposes not germane to collective bargaining must comply with the following procedures Financial core membership carries with it very high costs the loss of all of the benefits rights and privileges that workers would otherwise be entitled to as union members These include 1 the right to receive union funeral benefits 2 the right to vote on whether a strike will be called against their employer SECTION 1 Workers who are covered by a union security agreement who meet their union security obligation by paying all dues and fees but who choose or who have chosen not to become members of the union or who have resigned from the union hereafter nonmembers may file objections to expenditures of dues for activities not germane to collective bargaining Such workers filing objections in accordance with procedures set forth herein shall be entitled to receive an appropriate reduction of their dues or fees SECTION 2 Nonmembers who wish to file an objection shall do so annually by notifying in writing the General Secretary Treasurer of the UBC at 101 Constitution Avenue N W Washington D C 20001 of their objections For those who have previously filed the annual notice of objection must be received at the above address between April 1 and April 30 of the current year The objection must include the objector s social security number a statement of the nature of the objection and the objector s current home address and it must identify the objector s UBC affiliate Provided however that the UBC will honor nonmember employees express written statement to the UBC that they object on a continuing basis to supporting union activities not related to collective bargaining and contract administration The nonmember objector is obligated to inform the General Secretary Treasurer of any change in address Upon receipt of a proper objection as described above the UBC shall send the objector a letter of acknowledgment and notify the objector s UBC affiliate that an objection has been filed Those individuals who for the first time regardless of when it occurs during the year choose to resign their union membership or who refuse to join the union and who wish to file an objection must send their objection to the General Secretary Treasurer no later than 30 days from the date of their resignation or refusal as otherwise specified above SECTION 3 Nonmember objectors shall be charged for all activities germane to collective bargaining including all union expenditures for activities or projects normally or reasonably undertaken by the union to advance the employment related interests of those it represents in collective bargaining Such nonmember objectors shall not be charged for those expenditures that are not germane to collective bargaining The term germane shall be given the most expansive scope allowed by law SECTION 4 The General Secretary Treasurer shall review the UBC s audited records and determine the amounts of expenditures incurred in the prior fiscal year that are chargeable and nonchargeable to the objector that is those that are germane to collective bargaining and those that are nongermane The General Secretary Treasurer shall allocate union expenses into major categories and shall designate those expenses as either germane or nongermane The objector s UBC affiliate shall be responsible for reviewing its audited financial records to determine germane and nongermane expenses in general accordance with the principles and procedures specified herein These UBC affiliates are independent of the UBC and are solely responsible for complying with the procedure specified in this Notice as respects their own expenditures and implementing reductions communicated to them by the UBC and other affiliates In this regard the UBC bears no responsibility or liability for the actions or inactions of its affiliates SECTION 5 The UBC s and the affiliate s review described in Section 4 shall be completed no later than July 31 of the year following the year in which the expenditures were made As soon thereafter as practicable a description of chargeable and nonchargeable expenditures shall be mailed to each nonmember who has filed a timely and proper objection under this procedure The appropriate UBC affiliate shall mail the nonmember objector and the General Secretary Treasurer its description of chargeable and nonchargeable expenditures SECTION 6 The amount to be paid by the nonmember objector shall be calculated based upon the percentage of chargeable and nonchargeable expenditures indicated in the review The most current available audit report shall be used by both the UBC and the UBC affiliate to determine the amount to be paid by the nonmember objector When more current audit reports and reviews become available the amount to be paid by the objector shall be adjusted accordingly Any subsequent adjustment in favor of the objector will be sent to the objector as soon as is practicable SECTION 7 Nonmembers filing a proper and timely notice of objection pursuant to Section 2 shall receive a dues reduction in the amount calculated under Section 6 above beginning within sixty 60 days of the receipt of their objection They shall also receive a dues rebate in the percentage amount of their dues reduction back to the date of their objection SECTION 8 Nonmembers filing a proper and timely notice of objection pursuant to Section 2 herein may challenge the calculation of chargeable and nonchargeable expenditures by filing a challenge with the General Secretary Treasurer of the UBC at the address indicated above Such challenge must be in writing and must be sent to the UBC within thirty 30 days from the date of mailing of the description of chargeable and nonchargeable expenditures as set forth in Section 5 Failure to comply with this procedure will render any purported challenge invalid SECTION 9 The arbitration procedure which follows is not mandatory Nonmembers may pursue their rights under all other available legal procedures Upon receipt of a proper and timely challenge the General Secretary Treasurer shall refer same to the American Arbitration Association AAA for determination under the AAA s Rules for Impartial Determination of Union Fees Challenges may be consolidated by the General Secretary Treasurer for determination by the AAA as appropriate The General Secretary Treasurer shall have the authority to informally resolve challenges in the best interests of the UBC The arbitrator shall have jurisdiction over all procedural matters affecting the arbitration A court reporter shall make a transcript of all proceedings before the arbitrator at the expense of the UBC The transcript shall be the official record of the proceeding and may be purchased by the challenger or otherwise made available for inspection as required by the arbitrator Fees and costs charged or associated with a party s representative shall be borne by that party SECTION 10 At the arbitration the union shall have the burden of establishing that the reduced dues amount being charged to objecting nonmembers is lawful In determining the correct amount of the dues reduction the arbitrator shall give full consideration to the legal requirements limiting the amount the objector may be charged and shall set forth the legal and arithmetical basis of such determination in the written decision The order and decision of the arbitrator shall be final and binding on all parties SECTION 11 The UBC shall establish an escrow account containing the portion of dues paid by nonmembers filing challenges pursuant to Section 8 herein which reasonably may be in dispute in arbitration Upon receipt of the arbitration award the escrow fund shall be distributed in accordance with the arbitrator s decision 38

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Procedimientos para Objetores que No son Miembros para Presentar a la Uni n sus Objeciones sobre los Gastos de Cuotas para Prop sitos que no son Pertinentes a la Negociaci n de Convenios Colectivos La membres a de la uni n representa un gran valor para las personas que trabajan La membres a de la uni n por s sola proporciona a los trabajadores una medida de control sobre sus salarios sus horas sus beneficios y sus condiciones de trabajo Bajo la Secci n 8 a 3 de la Ley Nacional de Relaciones Laborales 29 U S C 158 a 3 los empleadores y la uni n tienen derecho excepto en los estados que se hacen llamar estados con derecho a trabajar right to work a entrar en acuerdos que requieren que los trabajadores como condici n de empleo se afilian a la uni n y mantengan su membres a con la misma Esta ley y esta pol tica son consistentes con los principios de la democracia donde rige la mayor a y se asegura que todos los que se benefician con la representaci n de la uni n compartan los costos que proporcionan esos beneficios De forma consistente con este principio y la ley muchos de los acuerdos de convenios colectivos entre empleadores y las Uniones Locales y Concilios filiales de la Hermandad de Carpinteros Unidos y Enlistadores de Am rica UBC por sus siglas en ingl s requieren como condici n de empleo que los trabajadores que disfrutan los beneficios de estos acuerdos se afilien a la uni n y permanezcan como miembros en buenos t rminos A trav s de los a os sin embargo la Junta Nacional de Relaciones Laborales National Labor Relations Board y las cortes han hasta cierto grado debilitado la seguridad de la uni n al sostener que estas cl usulas pueden ser impuestas contra los trabajadores que se reh sen a afiliarse a la uni n o renuncien a ella s lo hasta el punto de extender la cuota financiera requerida de la membres a Es decir el pago de cuotas de iniciaci n de la uni n y los cargos peri dicos Por ley no se puede requerir que los trabajadores se afilien a la uni n como una condici n de trabajo Sin embargo se les puede pedir que paguen a la uni n una cantidad igual al monto de los pagos y las cuotas que se requieren de todos los miembros de la uni n Estos reglamentos claramente contradicen el simple lenguaje del estatuto el cual especifica a los estados que un empleador puede legalmente hacer un acuerdo con una uni n para requerir como una condici n de empleo la membres a en la uni n Sin embargo a menos que y hasta que estas interpretaciones legales cambien la UBC seguir la ley prevaleciente y exigir las medidas de seguridad de la uni n de una manera consistente con el estatuto y las decisiones aplicables de la corte Recientemente decisiones retr gradas tomadas por la corte han acotado a n m s los derechos de seguridad de los trabajadores de la uni n estableciendo que las personas que no son miembros de la uni n pueden registrar con la uni n una objeci n por pagarle a sta por las actividades que no son pertinentes a los convenios colectivos con el fin de obtener un descuento de esa porci n de sus cuotas que se han gastado en prop sitos no pertinentes Como la mayor a de las uniones la UBC gasta una gran parte de sus fondos en actividades que incluso las cortes est n de acuerdo con su directa relaci n con los convenios colectivos Adem s la UBC gasta otros fondos para otras actividades incluyendo la organizaci n la actividad legislativa las publicaciones etc Todas estas actividades ayudan a fortalecer a nuestra uni n y as crean una posici n m s favorable para el trabajo en el proceso de negociaci n de los acuerdos colectivos En ese sentido cada una de estas actividades refuerza la misi n fundamental de nuestra uni n los trabajadores unidos para mejorar sus vidas Sin embargo las decisiones retr gradas de las cortes han tomado una visi n extremadamente estrecha del papel del movimiento de intercambio de la uni n estableciendo que algunas de estas actividades no son pertinentes a la labor de organizaci n como el representante legalmente reconocido de los trabajadores en el proceso de negociaci n del convenio colectivo La membres a considerando s lo un n cleo financiero lleva consigo costos muy altos la p rdida de todos los beneficios derechos y privilegios de los trabajadores que de otra manera no tendr an derechos como miembros de la uni n Estos derechos incluyen 1 el derecho a recibir beneficios f nebres por parte de la uni n 2 el derecho a votar sobre si se realizar una huelga en contra de su empleador 3 el derecho a votar sobre las tarifas que se requieren pagar 4 el derecho a votar en la ratificaci n de acuerdos de convenios colectivos que determinar n sus salarios sus horarios y sus condiciones de trabajo 5 el derecho a votar en la elecci n delos oficiales de la uni n y aquellos que los representan 6 el derecho a asistir hablar o votar en las reuniones de la uni n donde se determinan las pol ticas de la uni n que afectan directamente sus trabajos y 7 el derecho a una tarjeta de transferencia para que si ellos se van a trabajar a unaunidad diferente de convenio colectivo no tengan que pagar una nueva cuota de iniciaci n lo cual sucede frecuentementecuando el trabajador cambia de empleo En resumen estos trabajadores que no pertenecen a la uni n pierden importantes derechos beneficios y privilegios incluyendo el derecho a involucrarse de manera significativa en establecer los t rminos y condiciones de sus empleos una vozy un voto en las decisiones de la uni n permitiendo as a otros realizar decisiones unilaterales que les afectan a ellos sus familias y sus vidas Es ilegal que un empleador compense a un trabajador que no pertenece a la uni n de cualquier manera por la p rdida de estos valiosos derechos y beneficios de la uni n En cuanto a la uni n sta require por ley representar a personas que no pertenecen a ella al mismo tiempo que representa a sus miembros Mientras que la uni n cumple con estos requerimientos de la ley no har nada que no sea absolutamente requerido por ley por las personas que no pertenecen a ella Las personas que no pertenecen a la uni n que est n en desacuerdo y deciden registrar sus objeciones con la uni n sobre los gastos de las cuotas por prop sitos no pertinentes a un convenio colectivo deben cumplir con el siguiente procedimiento SECTION 1 Workers who are covered by a union security agreement who meet their union security obligation by paying all dues and fees but who choose or who have chosen not to become members of the union or who have resigned from the union hereafter nonmembers may file objections to expenditures of dues for activities not germane to collective bargaining Such workers filing objections in accordance with procedures set forth herein shall be entitled to receive an appropriate reduction of their dues or fees SECTION 2 Nonmembers who wish to file an objection shall do so annually by notifying in writing the General Secretary Treasurer of the UBC at 101 Constitution Avenue N W Washington D C 20001 of their objections For those who have previously filed the annual notice of objection must be received at the above address between April 1 and April 30 of the current year The objection must include the objector s social security number a statement of the nature of the objection and the objector s current home address and it must identify the objector s UBC affiliate Provided however that the UBC will honor nonmember employees express written statement to the UBC that they object on a continuing basis to supporting union activities not related to collective bargaining and contract administration The nonmember objector is obligated to inform the General Secretary Treasurer of any change in address Upon receipt of a proper objection as described above the UBC shall send the objector a letter of acknowledgment and notify the objector s UBC affiliate that an objection has been filed Those individuals who for the first time regardless of when it occurs during the year choose to resign their union membership or who refuse to join the union and who wish to file an objection must send their objection to the General Secretary Treasurer no later than 30 days from the date of their resignation or refusal as otherwise specified above SECTION 3 Nonmember objectors shall be charged for all activities germane to collective bargaining including all union expenditures for activities or projects normally or reasonably undertaken by the union to advance the employment related interests of those it represents in collective bargaining Such nonmember objectors shall not be charged for those expenditures that are not germane to collective bargaining The term germane shall be given the most expansive scope allowed by law SECTION 4 The General Secretary Treasurer shall review the UBC s audited records and determine the amounts of expenditures incurred in the prior fiscal year that are chargeable and nonchargeable to the objector that is those that are germane to collective bargaining and those that are nongermane The General Secretary Treasurer shall allocate union expenses into major categories and shall designate those expenses as either germane or nongermane The objector s UBC affiliate shall be responsible for reviewing its audited financial records to determine germane and nongermane expenses in general accordance with the principles and procedures specified herein These UBC affiliates are independent of the UBC and are solely responsible for complying with the procedure specified in this Notice as respects their own expenditures and implementing reductions communicated to them by the UBC and other affiliates In this regard the UBC bears no responsibility or liability for the actions or inactions of its affiliates SECTION 5 The UBC s and the affiliate s review described in Section 4 shall be completed no later than July 31 of the year following the year in which the expenditures were made As soon thereafter as practicable a description of chargeable and nonchargeable expenditures shall be mailed to each nonmember who has filed a timely and proper objection under this procedure The appropriate UBC affiliate shall mail the nonmember objector and the General Secretary Treasurer its description of chargeable and nonchargeable expenditures SECTION 6 The amount to be paid by the nonmember objector shall be calculated based upon the percentage of chargeable and nonchargeable expenditures indicated in the review The most current available audit report shall be used by both the UBC and the UBC affiliate to determine the amount to be paid by the nonmember objector When more current audit reports and reviews become available the amount to be paid by the objector shall be adjusted accordingly Any subsequent adjustment in favor of the objector will be sent to the objector as soon as is practicable SECTION 7 Nonmembers filing a proper and timely notice of objection pursuant to Section 2 shall receive a dues reduction in the amount calculated under Section 6 above beginning within sixty 60 days of the receipt of their objection They shall also receive a dues rebate in the percentage amount of their dues reduction back to the date of their objection SECTION 8 Nonmembers filing a proper and timely notice of objection pursuant to Section 2 herein may challenge the calculation of chargeable and nonchargeable expenditures by filing a challenge with the General Secretary Treasurer of the UBC at the address indicated above Such challenge must be in writing and must be sent to the UBC within thirty 30 days from the date of mailing of the description of chargeable and nonchargeable expenditures as set forth in Section 5 Failure to comply with this procedure will render any purported challenge invalid SECTION 9 The arbitration procedure which follows is not mandatory Nonmembers may pursue their rights under all other available legal procedures Upon receipt of a proper and timely challenge the General Secretary Treasurer shall refer same to the American Arbitration Association AAA for determination under the AAA s Rules for Impartial Determination of Union Fees Challenges may be consolidated by the General Secretary Treasurer for determination by the AAA as appropriate The General Secretary Treasurer shall have the authority to informally resolve challenges in the best interests of the UBC The arbitrator shall have jurisdiction over all procedural matters affecting the arbitration A court reporter shall make a transcript of all proceedings before the arbitrator at the expense of the UBC The transcript shall be the official record of the proceeding and may be purchased by the challenger or otherwise made available for inspection as required by the arbitrator Fees and costs charged or associated with a party s representative shall be borne by that party SECTION 10 At the arbitration the union shall have the burden of establishing that the reduced dues amount being charged to objecting nonmembers is lawful In determining the correct amount of the dues reduction the arbitrator shall give full consideration to the legal requirements limiting the amount the objector may be charged and shall set forth the legal and arithmetical basis of such determination in the written decision The order and decision of the arbitrator shall be final and binding on all parties SECTION 11 The UBC shall establish an escrow account containing the portion of dues paid by nonmembers filing challenges pursuant to Section 8 herein which reasonably may be in dispute in arbitration Upon receipt of the arbitration award the escrow fund shall be distributed in accordance with the arbitrator s decision 39

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