Key Documents

Overview

Key Documents

Find the documents that define how the CFT works and how your local union works with the CFT.

CFT ADMINISTRATION

Constitution and Bylaws
The document that defines how CFT is governed.

Calendar
Relevant CFT and AFT dates on our single-sheet Planning Calendar. 

Code of Conduct – Implementation Guidelines
Union policy for conduct at CFT meetings, events, and activities. 
Code of Conduct – Meeting Script
The script to be read at CFT meetings, events, and activities.

LOCAL UNION ADMINISTRATION

Conducting Local Union Officer Elections
A guide for election officials from the U.S. Department of Labor geared primarily toward officials with little or no experience in running an election.

Staff Funding Assistance Packet for 2021-22
Includes the application for participation in the CFT Staff Funding Program, a helpful checklist, and regulations for program implementation. 

Staff Funding Assistance Written Plan Template for 2021-22
Locals must also submit a written plan with their application for the CFT Staff Funding Program. 

LEGAL DEFENSE FUNDS

CFT Legal Defense Fund Policy
The CFT policies about legal defense grant eligibility and application guidelines are contained in this document.

CFT Preliminary Legal Report
Local unions must complete this preliminary report before incurring legal expense in order to receive a legal defense grant.

AFT Legal Defense Grant Application
Grant Application The AFT may grant funds to local unions if they have a legal proceeding before a court, arbitrator or other administrative body that complies with AFT guidelines and policies.

UNION FINANCES

Per Capita Payment
Local unions can use these Excel documents to send per capita payment to the AFT. 

Audited Financial Statements
The CFT posts audited financial statements online each year and the most recent statements can be found below. The CFT statement for 2020 contains three years of audited financials.

Single-Page Financial Statements
These concise visual summaries outline the union’s annual income and expenses.

Agency Fee Audits
These reports are about fair share, also called agency fee, and are helpful to financial officers of AFT local unions. There is a report from the CFT and a California report from the AFT. Each contains an agency fee audit letter and report, accompanied by a cover letter from the respective secretary treasurer.

FORMS FOR MEMBERS

Expense Reimbursement
Reimbursement request and guidelines for members attending committee meetings or other conferences or events on behalf of CFT.

Elected Statewide Leadership Stipend
Request and certification for leaders who are not receiving release time, load reduction, or a reasonable stipend for CFT work from their local unions.

FORMS FOR CFT EMPLOYEES

Webform

Union Leaders
Order No-Cost Life Insurance Forms for New Members

New AFT members are eligible for no-cost $5,000 group term life insurance and are required to complete a separate application to obtain the insurance. Local union leaders may obtain bulk quantities of return-addressed pre-paid application forms from the CFT by requesting them below. 

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CFT Strategic Plan

In 2019, the CFT undertook a process to identify priorities that will guide the work of the Federation through the spring of 2021. Building on previous efforts, and guided by new leadership, this planning process yielded four strategic priorities and related action plans that comprise the Fund Our Future Strategic Plan 2019-2021.

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Union Leaders
Order statewide membership forms

Local union leaders may order membership forms from the CFT to sign new members into the Federation.

• This is the paper version of our Statewide Membership Form. It is a quadruplicate NCR, with one copy each for the local union, the CFT, the new member, and the employer. 

• You will receive the current version dated JULY 2020 on the bottom. Please use only the JULY 2020 version and recycle any older forms.​