Key Documents

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

CFT ADMINISTRATION

Calendar
Relevant CFT and AFT dates on our single-sheet Planning Calendar. Visit our online calendar to find complete event info, links, and maps.

Code of Conduct – Meeting Script
Union policy for conduct at CFT meetings, events, and activities. Read our full Code of Conduct and implementation guidelines.

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

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 2019-20
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 2019-20 
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 for 2019-20
Local unions can use these Excel documents to send per capita payment to the AFT. 

• Per capita form 2019-20 for public sector locals
• Per capita form 2019-20 for private sector locals

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 2018 contains three years of audited financials.

• Audited Financial Statements for 2018, 2017 and 2016

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

• Financials for fiscal year 2018
• Financials for fiscal year 2017
• Financials for fiscal year 2016
• Financials for fiscal year 2015

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.

• CFT Agency Fee Report 2018 for year ending December 31, 2018
• AFT Agency Fee Report 2018 for year ending April 20, 2018

FORMS FOR MEMBERS

Expense Reimbursement Form
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

• Monthly Report: For members of the Field Representatives Union
• Employee Request: For members of the Field Representatives Union
• Business Card Request: For staff and officers to request business cards 
• Stationery Request: For staff to request stationery items
• Equipment Request: For staff and officers to request new equipment