OneGroup ID Manual-BU-091814

OneGroup Brand Guidelines Version 1.1 September 18, 2014 1

Corporate Identity Manual and Brand GuidelinesSeptember 18, 2014

Copyright © 2014, Oneida Financial Corp. All rights reserved.OneGroup is a registered trademark of Bailey & Haskell Associates, Inc.

The interlocking links are property of Oneida Financial Corp.

2 OneGroup Brand Guidelines Version 1.1 September 18, 2014

Table of Contents

INTRODUCING A NEW BRAND

The OneGroup® Vision and Mission .................. 3

OneGroup Brand Introduction ............................ 4

About the OneGroup Logo .................................. 5

Brand Architecture ............................................... 6

Brand Management .............................................. 8

THE ONEGROUP IDENTITY SYSTEM

More Than Just a Logo ....................................... 10

Graphic Elements ................................................ 11

Oneida Financial Corp. Links ............................. 12

The OneGroup Registered Trademark ............. 13

Maintaining Clear Space Around Logo ......... 13

Approved Colors on White Background ....... 14

Logo on Colored Backgrounds ...................... 15

Improper Use of the Logo .............................. 16

Proper Use of OneGroup in Text ...................... 17

Positional Statement (Tagline) .......................... 18

Business Unit Stack ............................................. 19

Primary Brand Colors ......................................... 20

Approved Secondary (Accent) Colors ............... 21

OneGroup Typography (Font System) .............. 22


BUSINESS UNITS AND FUNCTIONAL AREAS

Presenting Functional Areas .............................. 24

Presenting Business Units ................................. 25

Improper Uses..................................................... 26

STATIONERY AND PRESENTATION MATERIALS

Business Card ...................................................... 28

Business Envelope .............................................. 29

Letterhead ........................................................... 30

Memo/Note Pad .................................................. 31

Correspondence Style ........................................ 32

Mailing Label ....................................................... 33

E-mail Signature .................................................. 34

Formal PowerPoint Template ............................ 35

Business Unit/Functional Area PowerPoint ..... 36

MARKETING COLLATERAL

Testimonials ........................................................ 38

Newsletter/Tabloid ............................................. 39

Brochures and Ads ............................................. 40

Specialized Collateral .......................................... 41


One of the critical goals of our strategic plan is to reinforce that our diverse organization—OneGroup—is “one company.” Despite our growing number of business units, we are more than the sum of our unique but complementary parts. The strategy has always been to fully in-tegrate these businesses, combining the people and services into a single, seamless experience for the client. In other words, to think like, act like, and look like one company in the eyes of our current and future clients.

The concept of being “one” extends to the visual identity of our communications beginning with an entirely new unified brand as well as a comprehensive Corporate Identity Manual and Brand Guidelines.

Our new brand facilitates a strong, consistent look across the full range of media and ma-terials. It reflects our exceptional differences in the market that include the highest skilled and knowledgeable experts in a wide range of services. In preparation for a growing footprint without limit, our new brand positions our or-ganization as a world-class business capable of working for world-class clients.

More important, our new brand embodies our Vision for the future and our Mission that will guide us to success.

The OneGroup® Visionand Mission

Our Vision

Assemble great companies that fit our culture of success and are:

• Highly competent and innovative in their respective fields;

• Committed to serving the needs of their clients over company or self;

• Intent on creating a great place to work, filled with people others like to work with; and

• Dedicated to growth—personal, profes-sional and in business.

Our Mission

To create ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.



The following guidelines describe the visual and verbal elements that represent ONEGROUP’s corporate identity. This includes the proper use of our name, logo and other elements such as color, type and graphics. These guidelines reflect our commitment to quality, consistency and style.

Sending a consistent and controlled message of who we are is essential to presenting a strong, unified image of our company.

A Strong Brand is Important

A brand is far more than a logo; it represents what your company stands for. OneGroup is driven by a clear purpose: Working together as ONE to help our clients succeed. To realize our purpose means that as OneGroup, we must be unified in our approach and collaborative in our efforts. OneGroup is the promise to our clients that we will offer them the widest range of services in order to minimize their cost, reduce complexity, increase their convenience and provide a seamless experience between our businesses. This effort applies to everything we do — from our operations, to our service

The OneGroup brand

Introduction

processes, to the appearance and feel and tone of our communications.

This document was developed to help us work together to collectively ensure a consistent brand and to help build OneGroup’s reputa-tion in the communities we serve. Using these guidelines will enable us to maintain one, uni-fied voice.

Finally, the OneGroup brand, including the logo, name, colors and identifying elements, are valuable assets. As a registered trademark, we have an obligation to properly use and preserve the integrity of our brand. Each of us is respon-sible for protecting the company’s interests by preventing unauthorized or incorrect use of the OneGroup name, its marks and its brand.



The new logo establishes a consistent look across all of the current and future business units operating under the OneGroup brand. The logo replaces a growing number of confus-ing acronyms, now representing a unified and stronger organization.

What’s in a Name?

OneGroup originated from where it all began over 100 years ago: Oneida. Meeting the re-quirements of solid brand rationale, the word ONE is derived from the word Oneida, and also perfectly describes our mission: To create ONE company acting as ONE team, with ONE focus, and ONE mission, which is to serve each client as our ONE client.

The word GROUP accurately describes our vi-sion: To assemble great companies filled with highly competent and innovative experts, who are committed to serving their clients needs, and who are dedicated to growth—personal, professional and business.

The forward arrow graphically illustrates Onei-da Financial’s focus on growing OneGroup’s portfolio of essential business and personal services as well as the continual expansion of its geographic footprint.

About the OneGroup logo The Oneida Financial Corp. interlocking links represent not only our link to the growing family of Oneida Financial companies, but also depict the link between us the communities and clients we serve.

The logo appears on all of the company’s visual communications, including stationery, facility signage, advertising, marketing collateral and elsewhere. The logo represents more than just our name – it’s the primary means of identify-ing our company and our brand’s presence in the marketplace. Appropriate use of the logo is necessary for maintaining the integrity of our brand and presenting a unified image of the company.



When constructing a building, it is critical to have a solid foundation upon which to build, and to ensure that all of the components fit to-gether. The same is true when creating a brand-ing structure that will stand the test of time as an organization grows in size and complexity.

Brand architecture helps define an organization by rationalizing for ourselves and our clients how the many components of our businesses fit together. Brand architecture takes into con-sideration different levels of branding within the organization; how the corporate brand and sub-brands relate to and support each other, and how sub-brands reflect the core purpose of the corporate brand to which they belong. The brand architectural design also anticipates future and sub-brands and how best to scale the master brand over time.

Brand architecture pulls all of the brand compo-nents together:

• Corporate or parent brand

• Master brand(s)

• Sub-brands (business units/DBAs)

• Product and service trademarks

• Identifying graphics

• Taglines

Brand Architecture

Putting it All Together

The benefits of a clearly defined brand architec-ture for OneGroup include:

• Creating clarity internally and externally;

• Simplifying our visual and written com-munication;

• Supporting market-focused branding;

• Positioning OneGroup as a leader in risk management, insurance, business con-sulting and personal financial services;

• Reinforcing the Vision and Mission of OneGroup and its parent, Oneida Finan-cial Corp.; and

• Driving long-term shareholder value by increasing the value of goodwill assets while generating cost savings.



Brand ArchitectureThe master brand establishes OneGroup as the marketing umbrella under which Bailey & Haskell Insurance, Benefit Consulting Group, Workplace Health Solutions, Schenectady Insuring Agency and future business units are commu-nicated. Oneida Savings Bank, Chittenango Savings Bank, Oneida Wealth and Oneida Wealth Management, Inc. each marketed under their own individual brands. Oneida Wealth is listed with OneGroup’s business units because its many services are included in the Premier Advantage™ portfolio of services.

Master Brand

In situations where a single business unit is identified, it is to accompany the OneGroup logo. The font is Open Sans in the Mac environment, and Segoe IU in the PC environment.

OneGroup Business Units—Marketing Stack

Various business units are marketed under the master brand umbrella. Each business unit continues to offer its specialized services under its business name as it had been established and become recognized. The exception is Bailey, Haskell & LaLonde, which now has the DBA Bailey & Haskell Insurance. Each unit is to be referred to in its entirety and no acronyms are acceptable. Wherever possible, all units are seen “stacked” together. When promoting a specific busi-ness unit in the stack, an arrow points to that unit.

OneGroup Business Units—Stand alone usage

Functional Identifiers(Internal)

Bailey & Haskell Insurance

Functional areas of business units include departments and sub-departmentsthat provide support and resources. Though they are not typically customer facing, a functional identifier system has been created to allow for uniform branding internal as well as externally. The font is Open Sans Semi-bold caps in the Mac environment, and Segoe IU Semi-bold caps in the PC environment.

HUMAN RESOURCES

Special Programs Programs and Initiatives whether collectively as OneGroup or originating within a business unit, are marketed both internally and externally. The program name should be identified as a OneGroup program and can be connected with the business unit as shown.

Program orInitiative NameBailey & Haskell Insurance



For questions or branded materials:

Ronald HeathDirector Sales and Marketing OneGroup5232 Witz Drive, North Syracuse, NY 13212Phone: 315.474-1707 Ext. 462Direct: 315-413-4462Cell: 315-380-0337Fax: [email protected]

Gina RossiSenior Vice PresidentRetail Banking & MarketingOneida Savings BankGriffiss Park Office160 Brooks Road | Rome, NY 13441Phone: [email protected]

Brand Management

Who to Ask



The OneGroup Identity SystemProper Use Guidelines


ONEGROUP IDENTITY SYSTEM PROPER USE GUIDELINES

Bailey & Haskell InsuranceBenefit Consulting GroupSchenectady Insuring AgencyWorkplace Health Solutions

A World of Risk Managementand Insurance Expertise

The OneGroup BrandIdentity System

More Than Just a Logo

The logo appears on all of the company’s visual communications. It’s the primary means of identifying our company and our brand’s pres-ence in the marketplace. But the logo is only one part of a comprehensive visual identity system.

Shown at right are the basic elements of our brand identity system. Together, they represent a valuable business asset. Appropriate use of the logo and brand identity system is necessary for maintaining the integrity of our brand and presenting a unified image of the company both internally and externally.

HeadingsSubheadingsText for use with all internal and external marketing and communications.

IDENTIFIERS

GRAPHIC ELEMENTS

ONEIDA LINKS

LOGO AND WRITTEN FORM

TAGLINE

BUSINESS UNIT STACK

PRIMARY BRAND COLORS

APPROVED ACCENT COLORS

FONT SYSTEM




Graphic Elements

Various shapes including horizontal bands of color are used to highlight and separate information, and are integral to the brand design.

As the examples at right illustrate, proper and sparing use of primary brand colors and accent colors combine to create visual continuity between business units. Color is a critical component of brand identity aiding in both recognition and recall of our messaging.

Bailey & Haskell InsuranceBenefit Consulting GroupOneida WealthSchenectady Insuring AgencyWorkplace Health Solutions

We bring intelligence to benefit programs that saves you time,

money and risk. Ipsum delano quinever ala quaora telims

mirntopra solato qua.BENEFIT PLAN CONSULTING

HUMAN RESOURCES

Ipsum delano quinever ala quaora telims mirn800-000-0000

One Company. One Focus. One Team. One Mission:

To Serve Each Client as Our ONE Client.

COMMERCIAL INSURANCE RISK MANAGEMENT

INJURY MANAGEMENT PERSONAL INSURANCE

BENEFITS AND HUMAN RESOURCES PENSION PLAN DESIGN & ADMINISTRATION

FINANCIAL SERVICES

Bailey & Haskell Insurance | 800.268.1830 | bhlinsurance.com Benefit Consulting Group | 877.492.9422 | bcgcny.com

Oneida Wealth | 877.316.7792 | oneidawealth.com Schenectady Insuring Agency | 518.374.7781 | siapros.com

Workplace Health Solutions | 866.316.7729 | whsny.com

Financial products and services provided by Oneida Wealth are offered through Oneida Wealth Management, Inc. and Oneida Savings Bank’s Trust, Pension Admin. and Financial Planning divisions. Oneida Wealth Management, Inc. offers

securities through Cadaret Grant & Co., Inc. Member FINRA/SIPC. Oneida Wealth Management, Inc. and Oneida Savings Bank are affiliated and a part of the Oneida Financial Corp. family of companies. Oneida Financial Corp companies and

Cadaret Grant are separate entities. Not FDIC Insured. No Bank Guarantee. May Lose Value.

OneGroup Kinney Drugs Foundation 23rd Annual Children’s Charity Event - Silver Sponsor Quarter Page Vertical Ad: 4.95”h x 3.56”w Provided in color pdf May 30, 2014

INTRODUCING

Accent color used to identify a specific business unit. A specific color would be assigned and used only for that business unit.

Accent colors may be used to define a specific business unit and

may be combined with primary OneGroup brand colors.

Primary OneGroup brand colors may be used in a horizontal band to define special

messaging and to create continuity with other marketing materials.

Bailey & Haskell Insurance | 800-268-1830 | bhlinsurance.comBenefit Consulting Group | 877-492-9422 | bcgcnycom

Schenectady Insuring Agency | 518-374-7781 | siapros.comWorkplace Health Solutions | 866-316-7729 | whsny.com

OneGroup Puts Youin Control of Risk

170 specialiststo guide you.One numberto call.



Oneida Financial Corp. Links

The Oneida Financial links emblem is the de-fining graphic element that ties all of Oneida Financial Corp.’s entities together. The links connect OneGroup with all things Oneida Financial and are symbolic of our linked busi-nesses, links to our clients, links to each other, and links to the communities in which we live and work.

As with all other components of the brand identity system, the links are a valuable asset to the company. Appropriate use of the links emblem is essential for maintaining the integ-rity of our brand.

The Oneida Financial links may be reproduced in the Oneida Financial and One-Group corporate brand colors (OneGroup Blue or Gray) as well as in solid black, and when over a dark color, in white. The links may also be used as a graphic element as shown here in the background, but must always show at least 60% of the width of the emblem at right.

It is never appropriate to use the links emblem in unapproved colors or to alter the emblem in any way as shown left to right below: Never use alternate colors, rotate the emblem, use a single component of the emblem, or squeeze or stretch the logo from its original height to width dimensions.




The OneGroup Registered Trademark: Maintaining aMinimum Clear Space Around the Logo

The OneGroup trademark, or logo, represents the our brand. Over time, it will become widely recognized by people throughout the United States and beyond. It will be reproduced thou-sands of times over the years. Without clear guidelines, it would be very easy for it to be inaccurately reproduced which would result in inconsistent branding to our customers and prospects. Your role in ensuring that the OneGroup trademark remains consistent with its original design is vital to our overall brand.

To achieve this, you need to use only approved logo configurations as shown, and maintain a surrounding clear space as defined here.

The OneGroup Logo includes two components: the Oneida Financial links and the OneGroup logotype.

The logo, whether vertical or horizontal, should always be surrounded by a generous amount of clear space. The logo must be free of any visually distract-ing elements with nothing infringing into the clear space indicated around the logo.

The logo may appear on any neutral area of a pho-tograph that is free of any imagery that may conflict with its legibility. Any of the approved color versions of the logo may be used as long as there is sufficient contrast between the logo and the background.

As a guideline, the height of the OneGroup logotype establishes the X-value. Using this dimension, there must be a minimum of one X-value space on all sides of the logo to maintain a clear space all around.

Vertical Logo Configuration

Horizontal Logo Configuration

Minimum Size to Produce Logo

(No Limit on How Large)

1”




The OneGroup Registered Trademark: Approved Logo Colors on a White Background

The preferred use of the OneGroup trademark is in OneGroup Blue and Gray on a white back-ground. However, the logo may be reproduced in the colors shown over white or very light colored backgrounds.

No other color variations on a white back-ground are permitted.

Acceptable logo in OneGroup Blue and Gray.

Acceptable logo in OneGroup Blue only.

Acceptable logo in OneGroup solid black.

Acceptable logo in OneGroup Blue and Gray over a light background. Note that any background must provide strong contrast to ensure that you can easily see both the links emblem and the logotype as shown.




The OneGroup Registered Trademark: Approved Logo Colors on a Colored Back-ground

When it is necessary to print the logo over a colored background, please follow the guide-lines shown here.

No other color variations of logo colors or background colors are permitted. (The pos-sible exception is embroidery on fabric. Please contact marketing for solutions.)

Acceptable logo on a black background is

white only.

Acceptable logo, white on a OneGroup Gray

or darker background.

Acceptable logo, white on a OneGroup Blue or darker background.

Acceptable logo, OneGroup Blue onOneGroup Gray or lighter background.

Acceptable logo, black on OneGroup Gray or lighter background.




The OneGroup Registered Trademark: Improper Use of the Logo

The OneGroup trademark is registered with the United States Patent and Trademark Office. It is a valuable asset to the company and grows more valuable over time with proper use.

All users of the trademark are entrusted with its protection. Improper use of the OneGroup trademark weakens its value and its power to effectively represent our products and services. Inappropriate use may also results in the loss of valuable trademark rights.

Do not modify or distort the OneGroup logo dimensions.

Do not display the OneGroup logo at an angle.

Do not crop or show only a portion of the OneGroup logo.

Do not use the OneGroup logotype without the Oneida Financial links.

Never reproduce the OneGroup logo or its elements in unauthorized colors.

Never combine the OneGroup logo or elements with other elements of other designs.

Do not incorporate the OneGroup logo into a sentence or use the logo as a word.

Never use the logo as a word.

NEVER USE

as part of another design or identity




Proper Use of OneGroup in Text

It is important to maintain consistent use of the trademark name in all forms of communication. When use in text, the word OneGroup always appears as a single word with initial caps on both One and Group. OneGroup may also ap-pear all in capital letters for emphasis and when used in conjunction with buisness unit names as shown in Example 3 at right.

When verbalizing the trade name, the emphasis is always on the first syllable : OneGroup.

In General Text

In general text, the preferred use of OneGroup is with initial caps, one word and in a font weight matching the text as shown here. It is also permissible to display OneGroup in bold, as shown here, for emphasis. For example, when OneGroup is included in text along with other company names or a number of product or service names, it may be beneficial to aid OneGroup in standing out as shown in the following examples:

EXAMPLE 1

OneGroup offers many services under the Premier Advantage™ trademark. Premier Advantage. The Premier Advantage portfolio includes insurance from Bailey & Haskell Insurance and benefits from Benefit Consulting Group.

EXAMPLE 2

Among the many companies represented by One-Group are: Aetna, Hanover, Blue Cross and Kemper.

Incorrect use of OneGroup in text:

Never use a trademark symbol (TM). Use only the reg-istered trademark symbol (R) or no symbol.

Never type the word OneGroup without capital letters on both One and Group: OneGroup.

Never type OneGroup as two words with a space between One and Group. Our trade name is a single word: OneGroup.

When Used in Conjunction WithBusiness Unit Names

OneGroup may be written in all caps for special uses such as when used as part of various business unit names. An example of this use might be telephone book ads and list-ings and in text describing the business units’ connection with OneGroup.

EXAMPLE 3

ONEGROUP Bailey & Haskell InsuranceONEGROUP Benefit Consulting GroupONEGROUP Oneida WealthONEGROUP Schenectady Insuring AgencyONEGROUP Workplace Health Solutions

EXAMPLE 4

In the world of risk management and insurance, one company stands above all others: ONEGROUP Bailey & Haskell Insurance.

OneGroup™

Onegroup

One Group




Positional Statement (Tagline)

Another key element of the OneGroup Brand Identity System is the advertising positional statement, often called a tagline. Positional statements are created to be phrases that quickly and clearly convey a company’s core products, services or benefits in as few words as possible. They are carefully crafted to be memorable. They are not designed to be a full list of products or services, but to identify core competencies.

Positional statements, although part of the Brand Identity System, are independent of the trademark. Positional statements often change over time as businesses evolve.

Above is the approved OneGroup positional statement (tag-line). The OneGroup tagline may be used independently of the logo, but the logo must appear somewhere on the flyer, page, advertisement or other printed matter.

When used in conjunction with the OneGroup logo, the tagline is to appear directly under the logo. The minimum space required between the logo and the tagline is equal to the height of the tagline’s capital letters as shown at right.

When the OneGroup logo is used at a small size (approxi-mately 1-1/2” or less in width), the two-line tagline configu-ration should be used as shown in the first example.

When the OneGroup logo is used at larg-er sizes, the one-line tagline should be used. As a guide, note that approximately four characters of the tagline extend past the width of the logo on both sides.

The tagline, whether one or two lines, must be centered under the logo based on the logo’s true center line. Do not include the ® registration mark when measuring for the center of the logo. The true center line of the logo aligns with the center of the Oneida Financial links. In the horizontal logo, the center line is at the far right edge of the “N” as shown in the final example.

A World of Risk Management and Insurance Expertise

Center Tagline on Logo Center Line






Business Unit Stack

A growing number of business units are com-bined under the OneGroup brand. Each of these businesses had previously developed strong reputations and their names are valu-able. Their value is one of the reasons Oneida Financial desired to have them join the Oneida Financial family of companies. To preserve this value, various business units’ names will con-tinue to be marketed as part of OneGroup. To accomplish this, the names are assembled in a “stack” under the OneGroup logo and appear with the logo in almost every use although there may be exceptions.




OneGroup Business Unit Stack

The business unit stack is used in with the OneGroup logo in almost every application. When used with the logo, the stack is placed under and flush left with the word GROUP.

The Stack width may extend past the width of the logo but as a general guide, no more than six characters should extend beyond the “P” in the logo.

Stack is Flush Left Under the Word “GROUP”



Primary Brand Colors

The primary colors that are used to identify OneGroup are OneGroup Blue (PMS 284U) and OneGroup Gray (PMS Cool Gray 8U). Match-ing these colors in every application is critical to building our brand identity. Given the very wide range of color printers, computer screens, software applications and file formats, it is ex-tremely difficult to ensure exact reproduction. However, please use the color specifications shown here to achieve best results.

ONEGROUP BLUE

PMS 294 U

ONEGROUP GRAY

PMS COOL GRAY 8 U

CMYK

RGB

R= 0 G=63 B=135

Cyan = 100% Magenta = 53% Yellow = 2% Black = 21%

CMYK

HEX

013158

RGB

R= 128 G=130 B=133

HEX

808285

Cyan = 0% Magenta = 1% Yellow = 0% Black = 43%



Light colors are selected to allow over-printing in dark inks while the dark colors are selected to allow light or white type to be easily read. Please note that, as shown, only OneGroup Blue PMS 294 is dark enough to allow OneGroup Gray to be legible.


Approved Secondary (Accent)Colors

A library of secondary colors are approved for limited use as accent colors. These colors are also used to identify each of the business units. For example, Benefit Consulting Group might use PMS 278 as a consistent theme color on all of its printed and web materials that are spe-cific to that business unit.

The colors shown at right are selected because they complement the primary brand colors in color value and hue.

PMS 278 Blue

Light Colors Dark Colors

PMS 583 Green

PMS 143 Orange

PMS 190 Red

PMS 116 Yellow

PMS 294 U Blue

PMS 384 Green

PMS 159 Orange

PMS 185 Red

R=153 G=186 B=221C=39 M=14 Y=0 K=0Hex: #99BADD

R=170 G=186 B=10C=23 M=0 Y=100 K=17Hex: #AABA0A

R=239 G=178 B=45C=0 M=35 Y=85 K=0Hex: #EFB22D

R=252 G=117 B=142C=0 M=55 Y=22 K=0Hex: #FCD116

R=252 G=209 B=22C=0 M=16 Y=100 K=0Hex: #FCD116

R=0 G=63 B=135C=100 M=53 Y=2 K=21Hex: #013158

R=147 G=153 B=5C=18 M=0 Y=100 K=31Hex: #939905

R=198 G=96 B=5C=0 M=66 Y=100 K=7Hex: #FCD116

R=232 G=17 B=45C=0 M=91 Y=76 K=0Hex: #E8112D

Dark colors

Light colors

Light colors

Light colors

Light colors

Light colors

Dark colors

Dark colors

Dark colors





OneGroup Typography

OneGroup’s primary typeface Open Sans when designing or creating documents in the Mac environment. The equivalent font in the PC environment is Segoe UI.

Open Sans and Segoe UI are modern, distinc-tive, clean and legible, making communication easier. The selected font families are uniquely suited for a wide range of visual communica-tions designed to aide in positioning the brand.

When use of Open Sans or Segoe UI are not available, the approved substitution is Arial.

OPEN SANS LIGHT

ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz1234567890OPEN SANS REGULAR

ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz1234567890OPEN SANS SEMI-BOLD

ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz1234567890OPEN SANS BOLD

ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz1234567890OPEN SANS EXTRA BOLD

ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz1234567890

Use for body copy with font size of 11 or larger.

Use for body copy when reversing out of color or with small text.

Use for sub-head-ings and headings with large text.

Use for headlines and text on color or reversed out of color panel.

Use sparingly for bolder headlines.

Purchasing the font:

Oneida Financial does not own company-wide licenses for Open Sans or Segoe UI, and international copyright law forbids us from sharing the font both internally and externally. If you are a colleague or vendor who needs to use Open Sans or Segoe UI, a license can be purchased from:

(http://www.fontsmith.com)


Business Units and Functional AreasProper Use Guidelines


FUNCTIONS AND BUSINESS UNITS PROPER USE GUIDELINES

Presenting FunctionalAreas Within Divisions

Sizing and Placement

Functional areas are the departments and/or functions within each business unit. These functions provide valuable core resources that enable OneGroup businesses to build on their reputations and enhance the value of the OneGroup brand.

Providing a clear, consistent way of presenting these functions is essential to communicating the brand.

Functional areas may be internal communica-tions or presented externally when departmen-tal or functional area services are being offered to a client. Examples include:

HUMAN RESOURCESHIGHER EDUCATION

HUMAN RESOURCES

OneGroup Wellness Programs Put You in Control of Costs and Quality of Life

OneGroup® WellnessProgram Efficacy on the Bottom Line: A White PaperA Service of Benefit Consulting Group

Specialized external reports and other communications that are supported by a functional area of the company that should be noted would use a design like this which promotes OneGroup, the business unit, and the functional department within One-Group or Benefit Consulting Group.

Consistent use of our typography and design scheme will allow us to be more effective in promoting a consistent, professional image and will make our communications far clearer to the reader. With multiple levels of business units, functional areas, and corporate structure, a defined design scheme is essential.

HUMAN RESOURCES

Functional Area

OneGroup Master Brand

Functional Area



Presenting Business Units

Sizing and Placement

As when presenting functional areas or depart-ments, often we will want to present individual business units under the OneGroup master brand. This is accomplished in the same man-ner as with the functional units. Further, each business unit may be identified by consistent use of an accent color as shown.

In cases where it is desired to present both the business unit name and the functional area, it should be presented as two lines as shown below.

BAILEY & HASKELL INSURANCEPERSONAL LINES DIVISION

Business Unit

OneGroup Master Brand

Business Unit

BENEFIT CONSULTING GROUP

OneGroup Benefit Consulting Can Cut Cost, Not Benefits





BAILEY & HASKELL INSURANCEPERSONAL INSURANCE

OneGroup Will Change the Way You Think About Protect-ing Your Assets

After a claim is no timeto find out if you havethe proper coverage.

Business Unit With Functional Area



Presenting Business Units And Functional Areas

Improper Uses

Consistency and continuity are important to the ability to build brand awareness. Everyone has their own taste and aesthetic which could eas-ily lead to having many varied versions of our brand if not for strict guidelines. Everyone who has the ability to use or alter the brand system has a responsibility to maintain the integrity of the Brand Design System.

WORKPLACE HEALTH SOLUTIONS

Correct use is to leave ample space between the master brand and the business unit or functional area.

Correct alignment is to use the same baseline as the logo, or to align flush left either below, or above the logo (with ample separation space) with the logo. These guidelines also apply to functional area titles.



Workplace Health Solutions


Never tie the business unit or function to the logo to create a secondary logo.

Never use the business unit name or function in upper and lower case (except when using inside of text).

Never use the business unit name or function in colors other than OneGroup Blue, OneGroup Gray, black or reversed out of a color background.

Never use alternate fonts or styles. The correct font is Open Sans Regular (Segoe UI Regular on PC).

WORKPLACE HEALTH SOLUTIONSNever incorporate an emblem or design element with a business unit or function name.


Stationery and Presentation Materials



Corporate Stationery

Business Card

Shown is the approved business card design. It includes all of the elements of the OneGroup design system and follows the stationery design system specifications. No substitutions, alterations for alternate designs are approved for use.

3/16”

3/16”

3/16”

3/16”

1-1/4”

2”

Name, title and e-mail align at baseline.

Name in Open Sans 7’ Bold; Designations and e-mail in 6.5’ Open Sans Regular; Title in Open Sans Regular Italic. 9’ leading.

Business unit stack aligns at top of letters. 7.5’ Barmeno Medium10’ leading.

Contact info aligns at base of letters. 6.5’ Open Sans Regular9’ leading.

ColorsOneGroup Blue PMS 294 U. OneGroup Gray PMS Cool Gray 8U.

PrintingOffset lithography only

PaperClassic Crest Solar White 110 lb. Cover

The OneGroup Gray arrow changes to correspond with each business unit being represented. Thus, for Sche-nectady Insuring Agency stationery items, the arrow would point to Schenectady Insuring Agency in the stack.



John A. Fenaroli, CPCU, CSRMRegional [email protected]

P 518-377-8822F 518-377-0375C 518-469-3176155 Erie Blvd., P.O. Box 1044Schenectady, NY 12301-1044siapros.com




Business Envelope (#10)

Shown is the approved business envelope design. It includes all of the elements of the OneGroup design system and follows the stationery design system specifications. No substitutions, alterations for alternate designs are approved for use.

5/8”

3/4”

1-1/2”

Return address centered.Open Sans 8’ Regular on 10’ leading.



PaperClassic Crest Solar White 100 lb. Text; #10 business envelope (9-1/2” x 4-1/8”).

Schenectady Insuring Agency155 Erie Boulevard , P.O. Box 1044

Schenectady, NY 12301-1044




Letterhead

Shown is the approved corporate letterhead design. It includes all of the elements of the OneGroup design system and follows the stationery design system specifications. No substitutions, alterations for alternate designs are approved for use.

A note of importance: The letterhead serves as the official instrument of business and thus is required to display the official corporate name as filed for taxes.

3/4”1-1/4”

Date of letter aligns with top of business unit stack.

Business unit stack font 9’ Barmeno Medium 11’ leading.



PaperClassic Crest Solar White 100 lb. Text, 8-1/2” x 11” finish size.

1”

1/2”

July 9, 2014

Mr. Business PersonStreet AddressCity and State Address

Dear Sir:

As an example of the layout of the typefaces used in official letters, this will serve quite well.

Ipsum lorum fasti qulim norsil llfkej lovien iwoj Quaiddkn Telwoj bjo. oklETheosikeng W.oOidgn wll lkcvwnvevlnvosin .nwvsim oTlkn v voonwsditj mwms ppqokddnv oxisnd klvwoenv o.

Optiaw gowienv jso lsflwnv .

Sincerely,ONEGROUPBailey & Haskell Insurance

Executive, CredsTitle

Footer text centered and aligns at base of letters. 8’ Open Sans Regular11’ leading.


A World of Risk Management and Insurance Expertise

Schenectady Insuring Agency, OneGroup NY, Inc. | An Oneida Financial Company155 Erie Boulevard, P.O. Box 1044, Schenectady, NY 12301-1044 | 518-374-7781 | 800-727-8822 | Fax: 518-377-0375 | siapros.com




Memo/Note Pad

Shown at right is the approved design for cor-porate memo and note pads. Alternate colors, colored backgrounds, substitute fonts and sizes are not allowed.

The memo/note pad design mirrors the letter-head yet is less formal in size.

Business unit stack aligns at top of letters. 7.5’ Barmeno Medium9’ leading.



PaperClassic Crest Solar White 100 lb. Text, 5-1/2” x 8.5” finish size.

Footer text centered and aligns at base of letters. 7.5’ Open Sans Regular9’ leading.

1-1/4”

3/8”

3/8”

Schenectady Insuring Agency, An Oneida Financial Company155 Erie Boulevard, P.O. Box 1044, Schenectady, NY 12301-1044

518-374-7781 | 800-727-8822 | Fax: 518-377-0375 | siapros.com

3/8”

3/8”



July 9, 2014

Mr. Business Person1234 StreetAnytown, NY 12345

Dear Sir:

As an example of the layout of the font and lead-ing used in official letters, this will serve quite well.

Ipsum lorum fasti qulim norsil llfkej lovien iwoj Quaiddkn Telwoj bjo. oklETheosikeng W.oOidgn wll lkcvwnvevlnvosin .nwvsim oTlkn v voonwsditj mwms ppqokddnv oxisnd klvwoenv o.

Optiaw gowienv jso lsflwnv . 123-456-7890

Sincerely,ONEGROUPBailey & Haskell Insurance

Executive, CredsTitle


Correspondence Style

Shown here are the recommended font, leading and use guidelines to aide all users in maintaining brand standards. These guidelines apply to letterhead, typed memos and other correspondence.

Font (Mac)Open Sans Regular, 10’ on 14’ leading.Flush left, ragged right with additional 12’ between paragraphs (or full extra return).

Font (PC)Segoe UI Regular, 10’ on 14’ leading.Flush left, ragged right with additional 12’ between paragraphs (or full extra return).

Style• State expressed in all caps, no periods.

• Telephone numbers expressed with 10 digits and hyphens between.

• Salutation should, whenever possible, include Mr., Mrs., Ms.

• The closing should include the ONEGROUP identification followed by the business unit name to reinforce the identity of the servicing unit. Where there is not specific business unit to be designated, use of ONEGROUP alone is appropriate.




Mailing Label

Mailing label design is based on a standard 3.75” x 2.438” adhesive label that is available on 8.5” x 11” pages. Labels do not list all of the individual companies in favor of identifying the specific business unit or desired return address. They would be available for each business unit.

1/4”

1-1/4”

Return address is flush left.Open Sans 7’ Regular on 9’ leading. Baseline matches baseline on OneGroup logo.


PrintingOffset lithography. May be printed in-house using approved fonts and colors.

PaperStandard adhesive mailing label.

Schenectady Insuring Agency155 Erie Boulevard , P.O. Box 1044Schenectady, NY 12301-1044

1/4”


1-3/4”




E-mail SignatureThe e-mail signature is structured with mobile applications in mind. The “stacking” of data fits the smaller screen and allows the user to quickly identify phone numbers (for one-touch dialing) and website addresses. Although it may appear to be a tall stack of data, mobile users prefer rapid scrolling and one-touch send or dial.

Pierre

John A. Fenaroli, CPCU, CSRMRegional ExecutiveONEGROUP Schenectady Insuring Agency155 Erie Blvd., P.O. Box 1044Schenectady, NY 12301P 518-377-8822F 518 377-0375C 518-469-3176OneGroup.com


NameOpen Sans BoldDefault web/mobile font is Arial Bold

TitleOpen Sans RegularDefault web/mobile font is Arial Regular

OneGroup logo and Business Unit StackThe logo art, tagline, stack, and arrow are provided as art.

Social MediaAlthough we currently do not have a policy that allows social media presence, as approved, the icons will appear as shown as the channels become actively linked.

Implementation and UseThe approved OneGroup e-mail signature will be installed at the system level and auto-populated.

DisclaimersNot shown, but essential to be included, are the appropri-ate privacy and insurance disclaimers which fall under the social links.

Non-approved UsesBackground colors or patterns, motivational snippets, platitudes, script font signatures or other elements are not approved for use.


Presentations

Formal PowerPoint®

The OneGroup brand design system extends to all internal and external presentation materi-als including posters, flyers and the ubiquitous Microsoft® PowerPoint software.

The variety of material presented via Power-Point may require altering the basic design to accommodate more or less data. However, non-approved backgrounds, colors or clip art are to be avoided.

Title PageThe formal PowerPoint presentation title page presents a sophisticated visual that represents a world-class organization. Our unifying horizon-tal gray band hovers above the OneGroup logo and tagline that are prominently featured over a “PR” background of repeating Oneida Financial links. In this version, the title of the presenta-tion is large and clear with flexibility of length for both heading and sub-heading. Also shown in this version is a presentation being made by one of the business units and its name appears, as is convention, all in caps.

Secondary PagesSecondary pages display the OneGroup Gray band for continuity throughout. The gray band serves to feature the organization to which is being presented. Secondary page headings are in Open Sans Bold with initial caps on each word. Descriptive text is in Open Sans Regular with initial caps on sentences or listed items with lower case on all other words. The OneGroup logo is displayed small on each page along with the name of the presenting business unit or functional area. The font for the business unit or functional area is Open Sans Regular all caps.

Presentation Introduction HeadingSecond Line of Introduction HeadingSub-head text presented by


Onondaga Medical Group - IME Strategies

Page Heads - Description of the Presentation Con-tent Up To Two Lines of Text, Initial Caps on All

Descriptive text. Lower case.

Can alter size to fit and describe a visual

Offers great flexibility

Clean and easy to read

Sophisticated look and continuity with the all other branding system materials





Presentations

Business Unit and Functional Area PowerPoint®

Shown at right is a template for use when a specific business unit is presenting to an exter-nal market or a functional area is presenting to an internal audience. The design is clean and open to allow maximum flexibility and ease of reading, yet tied to the overall brand design system.


Title of the Presentation (Initial Caps)Second Line if Requiredand Third Line if Required

Sub-head text - description of the program. Can be sentences or bullets. Presented by or presented to. Expressed with lower case type.


Page Heads - Description of the Presentation Content.

Descriptive text. Lower case. Can alter size to fit and de-scribe a visual.

Descriptive text. Lower case. Can alter size to fit and de-scribe a visual.

Title PageThe title page can also be used throughout the pre-sentation as section dividers. The title page features our common theme OneGroup Gray horizontal band with the business unit in all caps, flush left. The title is large and legible in Open Sans Regular, initial caps on each word. The sub-head has an initial cap on each sentence with lower case on all other words and is in Open Sans Bold in OneGroup Gray. The OneGroup logo is prominently displayed lower right.

Secondary PagesAll secondary pages again feature the OneGroup Gray band for con-tinuity throughout. Page headings are in Open Sans Bold with initial caps on each word. Descriptive text is in Open Sans Regular with initial caps on sentences or items with lower case on all other words. The OneGroup logo is displayed small on each page.


Marketing Collateral



Collateral Marketing Material

Testimonial Format

The updated OneGroup testimonial format utilizes existing wide-band photography. New is the inclusion of the word ONE that ties in with the OneGroup mission of “one” client. Ample use of white (clear) space amplifies the high touch appearance of the new design. Also new to the OneGroup testimonial format is the up-dated Premier Advantage list of services on the reverse side of each testimonial.

ONE

Bailey & Haskell Insurance | 800.268.1830 | baileyhaskellInsurance.com Benefit Consulting Group | 877.492.9422 | bcgcny.com



Cazenovia | Chittenango | Long Island | New Hartford | N. Syracuse | Oneida | Rome | Schenectady | S. Carolina

“MCLA needed an objective perspective to provide ideas on staffing, job assignment and the growth of bench strength in one of our administrative areas. A colleague knew of Benefit Consulting Group and recommended Neil Strodel because of his experience in higher education.

I found Benefit Consulting Group and Neil to be highly responsive and their higher education experience came to bear immediately. The work was timely and the report convinced me that choosing Benefit Consulting Group was the right choice! Their observations were on the money as the interviews were conducted in a manner in which the employees were comfortable sharing information in an honest dialogue. The report created a clear analysis and a starting point for re-designing the department. Using the report as a template we are designing a plan to hire and train for the future.”

Jim Stakenas, Ph.D. Vice President Administration and Finance Massachusetts College of Liberal Arts

“I found Benefit Consulting Group and Neil to be highly responsive and their higher education experience came to bear immediately. Jim Stakenas


To serve each client as our ONE client.

ONE

Bailey & Haskell Insurance | 800.268.1830 | baileyhaskellInsurance.com Benefit Consulting Group | 877.492.9422 | bcgcny.com



Cazenovia | Chittenango | Long Island | New Hartford | N. Syracuse | Oneida | Rome | Schenectady | S. Carolina

“Over the past several years, particularly following a difficult stock market, we felt a responsibility to our many employees and future retirees to review our 401(k) plan. Our goal was to provide our valued employees with not only the best possible pension plan, but also the tools they needed to properly invest and diversify their savings.

Joe Hatfield of Benefit Consulting Company (BCG) walked us through their standard services which included one-on-one investment advisory for each of our employees, ongoing employee education, and seminars for our pending retirees to help them prepare for retirement. In addition, BCG provided substantial support to company management including educating our employees about the value of their company contributions, and implementing an investment policy to minimize our fiduciary liability.

BCG has exceeded our expectations. With a newly designed investment platform to help participants better meet their goals—at a lower cost than our previous plan—we are very pleased with our decision to go with BCG.”

Sue Eberley Director of Personnel, Riverhawk Company LP

“We felt our company and employees should have—and deserved—the very best 401(k) pension plan we could provide. With BCG, we’re confident we’re achieving that goal.” Sue Eberley


To serve each client as our ONE client.







Our federal estate tax rate is 40%, and the highest NYS rate is 16%. For a mar-ried couple, if the first spouse to die leaves assets outright to his surviving spouse, his NYS exemption is wasted.

Splitting assets between spouses may be the best strategy to minimize estate tax. However, it is important to consider additional issues before pursuing this approach. If there is a matrimonial ac-tion, re-titling assets may change the ulti-mate financial result. For liability purposes, assets in individual names may be sub-ject to a higher level of risk. If a husband and wife have different dispositive wishes, children from prior marriages, or a large variation in financial assets, it may be detrimental to split assets equally because the spouse who owns the property will control who ultimately receives it.

A will specifies how probate assets are passed at death. It does not govern life insurance, retirement plans, or annuities. Beneficiary designations will determine who is entitled to those assets. It also does not apply to assets held jointly with right of survivorship. Only by coordina-ting information can a cohesive estate plan be prepared which will meet your goals and objectives. Even if you have no estate tax concerns, leaving assets in trust can provide protection and may be a crucial step to ensure that beneficiaries will not have immediate access to 100% of their inheritances.

Now is a great time to re-think and up-date your estate plan.

Grace Ghezzi is Vice President of Financial Plan-ning of Oneida Wealth. She can be reached at 315.413.4460 or [email protected].

Pierre Morrisseau, CIH President & CEO

To create ONE company acting as ONE team with ONE focus and ONE mission which is to serve each client as our ONE client.

You will be seeing our new branding over the next several months. The new identity for the first time pulls all of the companies and services under one more easily identified name. Although you will no longer see the many acronyms—BHL, BCG, WHS—the businesses you’ve come to rely upon will continue to serve you as part of OneGroup®: Bailey & Haskell Insurance, Benefit Consulting Group and Workplace Health Solutions.

We are excited about the changes ta-king place to better serve you. We look forward to showing you how you can benefit greatly by having so many talented people in one place at your beckon call.

Pierre Morrisseau is President and CEO of OneGroup. He can be reached at 315.457.1830 or by email at [email protected].

Issue X

4

News & Views

This is not intended to be exhaustive nor should any discussion or opinions be construed as legal advice. Readers should contact legal counsel for legal advice. Securities offered through Cadaret Grant & Co., Inc., Member FINRA/SIPC. Oneida Savings, BCG, BHL, WHS, OW and Cadaret Grant are separate entities. Not FDIC insured. No bank guarantee. May lose value.

Great Companies and Diverse Expertise Coming Together as One

You have been receiving this newsletter featuring expert advice from some of the 140 professionals of Bailey, Haskell & LaLonde, Benefit Consulting Group, and Workplace Health Solutions. Togeth-er, these companies represent one of the largest portfolios of services for business and personal success available anywhere in the U.S.

But do you know that they are also members of the Oneida Financial Corp. family of Companies. Over the past 14 years, Oneida Financial, a public com-pany (NASDAQ:ONFC) has been quietly acquiring some of the region’s most competent and customer-focused com-panies. The strategy has always been to integrate these companies, combining the experts and services into a single, seamless experience for the client.

In other words, our goal is to act like and look like one company which will save our clients considerable time, money and the inconvenience of having to work with many individual advisors. We are now able to provide our clients a single point of contact and yet provide an in-credibly wide array of specialty services. We call this your Premier AdvantageTM.

Our mission: To create ONE company acting as ONE team with ONE focus and ONE mission which is to serve each client as our ONE client.

Now, after months of carefully integrat-ing and streamlining our operations, we are pleased to introduce our new brand name. The new identity will establish a consistent and unified look across all of the current and future Oneida Financial companies, and will reinforce our mission:

One Company. One Focus. One Team. One Mission: To serve each client as our ONE client.

5232 Witz Drive North Syracuse, New York 13212

Your team of experienced insurance professionals at Bailey & Haskell, in conjunction with your attorney, can guide you and greatly reduce your risk of being brought into a Labor Law claim.

THINK – before you hire a contractor, give your service team a call.

Shonna Fanning is a Commercial Lines Supervisor of Bailey & Haskell Insurance. She can be reached at 315.280.6308 or [email protected].

Newsletter 37

Fanning - continued from page 2 Ghezzi - continued from page 3


Newsletter Tabloid

A level of familiarity and continuity with the pre-vious newsletter design is preserved for clients and prospects who have seen many past issues. New elements include increased white (clear) space, more open leading, new fonts, the use of our brand system including a gray horizontal band, and the OneGroup logo. Many of the ele-ments of the past newsletter design are carried over into updated tabloid (11” x 17”) brochures as well.



To Serve Each Client as Our ONE Client.

COMMERCIAL INSURANCE RISK MANAGEMENT

INJURY MANAGEMENT PERSONAL INSURANCE

BENEFITS AND HUMAN RESOURCES PENSION PLAN DESIGN & ADMINISTRATION

FINANCIAL SERVICES

Bailey & Haskell Insurance | 800.268.1830 | bhlinsurance.com Benefit Consulting Group | 877.492.9422 | bcgcny.com



Financial products and services provided by Oneida Wealth are offered through Oneida Wealth Management, Inc. and Oneida Savings Bank’s Trust, Pension Admin. and Financial Planning divisions. Oneida Wealth Management, Inc. offers

securities through Cadaret Grant & Co., Inc. Member FINRA/SIPC. Oneida Wealth Management, Inc. and Oneida Savings Bank are affiliated and a part of the Oneida Financial Corp. family of companies. Oneida Financial Corp companies and

Cadaret Grant are separate entities. Not FDIC Insured. No Bank Guarantee. May Lose Value.

OneGroup Kinney Drugs Foundation 23rd Annual Children’s Charity Event - Silver Sponsor Quarter Page Vertical Ad: 4.95”h x 3.56”w Provided in color pdf May 30, 2014



OneGroup Benefit Consulting Can Cut Cost, Not Benefits

BAILEY & HASKELL INSURANCEPERSONAL INSURANCE

OneGroup Will Change the Way You Think About Protect-ing Your Assets

After a claim is no timeto find out if you havethe proper coverage.


Brochures and Ads

Brochures, print ads and other marketing materials utilize the OneGroup Brand Identity system of fonts and font structure. In addition, the horizontal bands of OneGroup Gray, Blue or approved accent colors are used to create conti-nuity between all collateral material as well as to identify specific business units.










Specialized Collateral

There exists many needs for unique promo-tional material such as positional papers, white papers, legislative updates, bulletins and more. Each follows a defined branding scheme. Less is more: judicious use of white space presents a high-touch image for the organizations while adhering to the brand design system ensures complete continuity between all collateral ma-terials.

Legislative Update New York City’s Earned Sick Time Act May 28, 2014

The Department of Consumer Affairs (DCA) released guidance for private employers who are required to offer certain employees sick leave in compliance with the New York City Earned Sick Time Act. Effective April 1, 2014 covered employees have the right to use sick leave for the care and treatment of themselves or a family member.

Effective April 1, 2014, most private employers that have employees work-ing at least 80 hours in a calendar year in New York City are required to offer up to 40 hours of sick time regardless of where the employee lives. Employers with five or more employees are required to offer up to 40 hours of paid sick leave. Em-ployers with fewer than five employees are required to provide up to 40 hours of unpaid sick leave. This law covers most private employers that have employees working in New York City, which includes the following boroughs: • Manhattan (New York County) • Brooklyn (Kings County) • Queens (Queens County) • Bronx (Bronx County) • Staten Island (Richmond County)

Employers are required to provide each employee written notice of their right to sick leave, including accrual and use of sick leave, the right to file a complaint, and the right to be free from retaliation. The notice must state the start and end dates of the em-ployer’s calendar year.

Employees will begin accruing sick leave April 1, 2014 or their first day of employment, if after April 1, 2014. Employees can begin using sick leave on July 30, 2014 or 120 days after the start of employment, which-ever is later.

Employers must keep and maintain records documenting compliance with the law for at least three years. Health related information must be kept confidential unless the employee permits disclosure or if disclosing it is required by law.

If the need is foreseeable, up to seven days advance notice of an employee’s intention to use sick leave can be required by the employer. If the need is unforeseeable, an em-ployer may require an employee to give notice as soon as reasonable.

An employee can carry over up to 40 hours of unused sick leave per calendar year. An employer can choose, but is not required, to pay an employee for unused sick leave at the end of the calendar year.

An employer who has a sick leave policy in effect, prior to April 1, 2014, that meets or exceeds the law’s re-quirements is not required to offer additional paid sick time.

For additional questions regarding New York City’s Earned Sick Time Act, please contact the DCA. If you have immediate concerns, we invite you to contact Casey Cone, Human Resources Consultant at 315.413.4415 or by email at [email protected].

This Legislative Brief is not intended to be exhaustive nor should any discussion or opinions be construed as legal advice. Readers should contact legal counsel for legal advice. Prepared by Benefit Consulting Group, Inc. Sources: SHRM.org and DOL.gov.


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