OneGroup ID Manual-BU-091814

OneGroup Brand Guidelines Version 1.1 September 18, 2014
1
Corporate Identity Manual and Brand Guidelines
September 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

3
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®
Vision
and 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.

5
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.

7
Brand Architecture
The 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-departments
that 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 or
Initiative Name

For questions or branded materials:
Ronald Heath
Director Sales and Marketing
OneGroup
5232 Witz Drive, North Syracuse, NY 13212
Phone: 315.474-1707 Ext. 462
Direct: 315-413-4462
Cell: 315-380-0337
Fax: 315-478-1502
rheath@bcgcny.com
Gina Rossi
Senior Vice President
Retail Banking Marketing
Oneida Savings Bank
Griffiss Park Office
160 Brooks Road | Rome, NY 13441
Phone: 315.356-7112
gina@oneidabank.com
oneidabank.com
Brand Management
Who to Ask

9
The OneGroup Identity System
Proper Use Guidelines

ONEGROUP IDENTITY SYSTEM PROPER USE GUIDELINES
Benefit Consulting Group
Schenectady Insuring Agency
Workplace Health Solutions
A World of Risk Management
and Insurance Expertise
The OneGroup Brand
Identity 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.
Headings
Subheadings
Text 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

11
The OneGroup Brand
Identity 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.
Oneida Wealth
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 mirn
800-000-0000
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
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.com
Benefit Consulting Group | 877-492-9422 | bcgcnycom
Schenectady Insuring Agency | 518-374-7781 | siapros.com
Workplace Health Solutions | 866-316-7729 | whsny.com
OneGroup Puts You
in Control of Risk
170 specialists
to guide you.
One number
to call.

The OneGroup Brand
Identity System
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.

13
The OneGroup Brand
Identity System
The OneGroup Registered
Trademark: Maintaining a
Minimum 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 Brand
Identity System
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.

15
The OneGroup Brand
Identity System
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 on
OneGroup Gray or lighter background.
Acceptable logo, black on OneGroup Gray or
lighter background.

The OneGroup Brand
Identity System
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

17
The OneGroup Brand
Identity System
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 With
Business 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 Insurance
ONEGROUP Benefit Consulting Group
ONEGROUP Oneida Wealth
ONEGROUP Schenectady Insuring Agency
ONEGROUP 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

The OneGroup Brand
Identity System
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

19
The OneGroup Brand
Identity System
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”

The OneGroup Brand
Identity System
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%

21
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.
The OneGroup Brand
Identity System
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=221
C=39 M=14 Y=0 K=0
Hex: #99BADD
R=170 G=186 B=10
C=23 M=0 Y=100 K=17
Hex: #AABA0A
R=239 G=178 B=45
C=0 M=35 Y=85 K=0
Hex: #EFB22D
R=252 G=117 B=142
C=0 M=55 Y=22 K=0
Hex: #FCD116
R=252 G=209 B=22
C=0 M=16 Y=100 K=0
Hex: #FCD116
R=0 G=63 B=135
C=100 M=53 Y=2 K=21
Hex: #013158
R=147 G=153 B=5
C=18 M=0 Y=100 K=31
Hex: #939905
R=198 G=96 B=5
C=0 M=66 Y=100 K=7
Hex: #FCD116
R=232 G=17 B=45
C=0 M=91 Y=76 K=0
Hex: #E8112D
Dark
colors
Light
colors
Light
colors
Light
colors
Light
colors
Light
colors
Dark
colors
Dark
colors
Dark
colors

The OneGroup Brand
Identity System
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
ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz1234567890
OPEN SANS REGULAR
OPEN SANS SEMI-BOLD
OPEN SANS BOLD
OPEN SANS EXTRA BOLD
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)

23
Business Units and Functional Areas
Proper Use Guidelines

FUNCTIONS AND BUSINESS UNITS PROPER USE GUIDELINES
Presenting Functional
Areas 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 RESOURCES
HIGHER EDUCATION
HUMAN RESOURCES
OneGroup Wellness
Programs Put You in
Control of Costs and
Quality of Life
OneGroup®
Wellness
Program Efficacy on the
Bottom Line: A White Paper
A 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

25
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 INSURANCE
PERSONAL LINES DIVISION
Business Unit
OneGroup Master Brand
Business Unit
BENEFIT CONSULTING GROUP
OneGroup Benefit
Consulting Can Cut
Cost, Not Benefits
OneGroup®
Wellness
PERSONAL INSURANCE
OneGroup Will
Change the Way You
Think About Protect-
ing Your Assets
After a claim is no time
to find out if you have
the 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.
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).
Never incorporate an emblem or
design element with a business
unit or function name.

27
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 Medium
10’ leading.
Contact info aligns at
base of letters.
6.5’ Open Sans Regular
9’ leading.
Colors
OneGroup Blue PMS 294 U. OneGroup Gray PMS Cool Gray 8U.
Printing
Offset lithography only
Paper
Classic 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, CSRM
Regional Executive
jfenaroli@siapros.com
P 518-377-8822
F 518-377-0375
C 518-469-3176
155 Erie Blvd., P.O. Box 1044
Schenectady, NY 12301-1044
siapros.com

29
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.
Colors
OneGroup Blue PMS 294 U. OneGroup Gray
PMS Cool Gray 8U.
Printing
Paper
Classic Crest Solar White 100 lb. Text; #10
business envelope (9-1/2” x 4-1/8”).
155 Erie Boulevard , P.O. Box 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.
Colors
OneGroup Blue PMS 294
U. OneGroup Gray PMS
Cool Gray 8U.
Printing
Paper
Classic Crest Solar White
100 lb. Text, 8-1/2” x 11”
finish size.
1”
1/2”
July 9, 2014
Mr. Business Person
Street Address
City 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,
ONEGROUP
Executive, Creds
Title
Footer text centered and
aligns at base of letters.
8’ Open Sans Regular
11’ leading.
A World of Risk Management and Insurance Expertise
Schenectady Insuring Agency, OneGroup NY, Inc. | An Oneida Financial Company
155 Erie Boulevard, P.O. Box 1044, Schenectady, NY 12301-1044 | 518-374-7781 | 800-727-8822 | Fax: 518-377-0375 | siapros.com

31
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 Medium
9’ leading.
Colors
OneGroup Blue PMS 294 U.
OneGroup Gray PMS Cool
Gray 8U.
Printing
Paper
Classic 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 Regular
9’ leading.
1-1/4”
3/8”
3/8”
Schenectady Insuring Agency, An Oneida Financial Company
155 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 Person
1234 Street
Anytown, 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,
ONEGROUP
Executive, Creds
Title
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.

33
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.
Colors
OneGroup Blue PMS 294 U. OneGroup Gray PMS Cool Gray 8U.
Printing
Offset lithography. May be printed in-house using approved fonts and colors.
Paper
Standard adhesive mailing label.
155 Erie Boulevard , P.O. Box 1044
1/4”
1-3/4”

E-mail Signature
The 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.
John A. Fenaroli, CPCU, CSRM
Regional Executive
ONEGROUP Schenectady Insuring Agency
155 Erie Blvd., P.O. Box 1044
Schenectady, NY 12301
P 518-377-8822
F 518 377-0375
C 518-469-3176
OneGroup.com
Name
Open Sans Bold
Default web/mobile font is Arial Bold
Title
Open Sans Regular
Default web/mobile font is Arial Regular
OneGroup logo and Business Unit Stack
The logo art, tagline, stack, and arrow are provided as art.
Social Media
Although 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 Use
The approved OneGroup e-mail signature will be installed at
the system level and auto-populated.
Disclaimers
Not shown, but essential to be included, are the appropri-
ate privacy and insurance disclaimers which fall under the
social links.
Non-approved Uses
Background colors or patterns, motivational snippets,
platitudes, script font signatures or other elements are not
approved for use.

35
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 Page
The 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 Pages
Secondary 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 Heading
Second Line of Introduction Heading
Sub-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 Required
and 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 Page
The 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 Pages
All 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.

37
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
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

One Company. One Focus. One Team. One Mission:
To serve each client as our ONE client.
ONE
Bailey Haskell Insurance | 800.268.1830 | baileyhaskellInsurance.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


39
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 grace@oneidawealth.com.
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 pmorrisseau@bhlinsurance.com.
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:
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 sfanning@bhlinsurance.com.
Newsletter 37
Fanning - continued from page 2Ghezzi - continued from page 3
Material
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.

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
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 Benefit
Consulting Can Cut
Cost, Not Benefits
PERSONAL INSURANCE
OneGroup Will
Change the Way You
Think About Protect-
ing Your Assets
After a claim is no time
to find out if you have
the proper coverage.
Material
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.

41
OneGroup®
Wellness
Material
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
ccone@bcgcny.com.
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.

OneGroup ID Manual-BU-091814

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