Forming an Area Local Checklist

Transcription

1 Forming an Area Local Checklist This checklist is to ensure that the proper documents are submitted to the National Secretary-Treasurer of the (APWU) so that all requests are processed in a timely manner. 1. The following documents must be completed and returned by the involved Locals to the APWU National Secretary-Treasurer prior to processing: Request Form (MF01). Proposed Area Local Constitution and Bylaws. Merger terms (if applicable). List of Intended Offices Form (MF07). 2. Upon receipt of approval of merger from the APWU National Secretary-Treasurer, each involved Local must conduct a secret ballot vote on the question of merging to form an Area Local (see Section 1.3 of Merger Guidelines for further information). 3. The following documents must be submitted to the APWU National Secretary-Treasurer after the completion of the secret ballot vote, whether approved or disapproved: Copy of meeting notices from the involved Local s regular membership meetings. Copy of meeting minutes from the involved Local s regular membership meetings. Vote Tally Sheets (MF02). Local Officer Update Form (MF03) (if merger is approved). New dues rate (if merger is approved). 4. The following documents must be submitted to the appropriate agencies with copies sent to the APWU National Secretary-Treasurer within thirty (30) days of receiving notification that the merger has been processed: LM-2, 3 or 4 Report - send to Department of Labor (DOL) with copy to the APWU National Secretary-Treasurer. Terminating IRS Letter (MF04) - send to Internal Revenue Service (IRS) with copy to the APWU National Secretary-Treasurer. Terminating DOL Letter (MF05) - send to Department of Labor with copy to the APWU National Secretary-Treasurer. Assets Form (MF06) - send to the APWU National Secretary-Treasurer. Guidelines, Section 2.1, Forming an Area Local. The documents listed above should be returned to the APWU National Secretary-Treasurer at the address below: HL//yc Updated 11/30/10 Attn: Secretary-Treasurer s Department 21

2 Consolidated, Excessing Installations and/or New Installations Checklist This checklist is to ensure that the proper documents are submitted to the APWU National Secretary- Treasurer of the (APWU) so that all requests are processed in a timely manner. Newly consolidated installations 1. Stages of preparation and planning a. No later than sixty (60) days prior to the effective date of opening the consolidated installation: President/designee of each affected Local meet to select a committee and spokesperson for the purpose of discussing working conditions in the new installation with the USPS representative. b. No later than thirty (30) days prior to the effective date of opening the consolidated installation: President/designee of each affected Local shall meet to designate stewards from those employees identified as excessed to the new installation. c. No sooner than one hundred and eighty (180) days and no later than two hundred and ten (210) days after the opening of the new consolidated installation: Determine date for jurisdiction representation referendum vote. Conduct a jurisdiction representation referendum vote (if fully staffed effective the opening date of the office). See below for details. Consolidation of two (2) or more postal installations 1. Installations that are fully staffed effective the opening date of the office must conduct a jurisdiction referendum vote ballot on the question of permanent jurisdiction. 2. The following documents must be submitted to the APWU National Secretary-Treasurer after completion of the vote, whether approved or disapproved: Meeting notice from meeting where vote was taken. Meeting minutes from meeting where vote was taken. Vote Tally Sheet (MF02). Guidelines, Section 2.8, Consolidated, Excessing Installations and/or New Installations. The documents listed above should be returned to the APWU National Secretary-Treasurer at the address below: Attn: Secretary-Treasurer Department 28

3 Non-Mail Processing Facilities Jurisdiction Checklist This checklist is to ensure that the proper documents are submitted to the National Secretary-Treasurer of the (APWU) so that all requests are processed in a timely manner. 1. The following document must be completed and returned to the APWU National Secretary-Treasurer prior to processing: Request Form (MF01) 2. If the vote on the request form is to remain members of the Local or Area Local, not further action is to be taken. If the vote is to establish a new Local, the involved Local or Area Local will have thirty (30) days from the receipt of the letter from the APWU National Secretary-Treasurer to notify if the Local or Area Local is agreeable to allowing the members to leave. If the Local or Area Local is in agreement, the newly formed Local must take the following action: Hold a special Local union election of officers. File an election report with the APWU National Secretary-Treasurer. File reports with the following agencies with copies sent to the APWU National Secretary- Treasurer: Department of Labor (DOL) to obtain an LMSA File Number. Internal Revenue Service (IRS) to obtain an EIN. 3. If a protest is received from the involved Local or Area Local about allowing the members of the facility to form their own Local, the matter will be brought before the National Executive Board. The National Executive Board will vote to allow the members to establish a new Local or to conduct a jurisdictional representation secret ballot vote. If the National Executive Board votes to allow the members to establish a new Local, the action described in #2 above must be completed. 4. If the National Executive Board states that a jurisdictional representation secret ballot vote must be held, the following documents must be submitted to the APWU National Secretary-Treasurer after the completion of the secret ballot vote, whether approved or disapproved. Please see Section 1.3 of the Merger Guidelines. Copy of meeting notice from involved Local or Area Local s membership meeting. Copy of meeting minutes from involved Local or Area Local s membership meeting. Vote Tally Sheet (MF02). 5. If the vote passes, the newly formed Local must complete the action described in #2 above. Guidelines, Section 2.7, Non-Mail Processing Jurisdiction Procedures. The documents listed above should be returned to the APWU National Secretary-Treasurer at the address below: Attn: Secretary-Treasurer Department 27

4 Dissolving a Local to Become Members-at-Large (MALs) Checklist This checklist is to ensure that the proper documents are submitted to the National Secretary-Treasurer of the (APWU) so that all requests are processed in a timely manner. 1. The following document must be completed and returned to the APWU National Secretary-Treasurer by the Local requesting to dissolve prior to processing: Request Form (MF01). 2. If all members in the requesting Local do not sign the Request Form, the Local must conduct a secret ballot vote on the question of dissolving the involved Local and becoming members in the State Organization. See Section 1.3 for further information. 3. The following documents must be submitted to the APWU National Secretary-Treasurer after the completion of the secret ballot vote, whether approved or disapproved: Copy of meeting notice from the involved Local s membership meeting. Copy of meeting minutes from the involved Local s membership meeting. Vote Tally Sheet (MF02). 4. The following documents must be submitted to the appropriate agencies with copies sent to the APWU National Secretary-Treasurer within thirty (30) days after the dissolution has been finalized: LM-2, 3 or 4 Report - send to Department of Labor with copy to the APWU National Secretary-Treasurer. Terminating IRS Letter (MF04) - send to Internal Revenue Service with copy to the APWU National Secretary-Treasurer. Terminating DOL Letter (MF05) - send to Department of Labor with copy to the APWU National Secretary-Treasurer. Assets Form (MF06) - send to the APWU National Secretary-Treasurer. Guidelines, Section 2.6, Dissolving a Local to Become Members-at-Large (MALs). The documents listed above should be returned to the APWU National Secretary-Treasurer at the address below: Attn: Secretary-Treasurer Department 26

5 Disaffiliation by a Former Local or Area Local Checklist This checklist is to ensure that the proper documents are submitted to the National Secretary-Treasurer of the American Postal Workers Union, AFL-CIO (APWU) so that all requests are processed in a timely manner. 1. The following documents must be completed and returned by the involved Local or Area Local wishing to disaffiliate to the APWU National Secretary-Treasurer prior to processing: Request Form (MF01). List of current members and addresses that would constitute the membership of the reestablished Local or Area Local. Proposed Constitution and Bylaws. List of Intended Offices Form (MF07). 2. Upon receiving the disaffiliation request, the APWU National Secretary-Treasurer will notify the involved parties and the appropriate Regional Coordinator so that the involved parties can meet and attempt to resolve the issue(s) causing the request for disaffiliation. 3. If mutual resolve is not met, the involved Area Local must conduct a secret ballot vote on the question of permitting the involved Local or Area Local to disaffiliate from the involved Area Local. The secret ballot vote must be conducted within ninety (90) days of receipt from the APWU National Secretary-Treasurer s notice. 4. The following documents must be submitted to the APWU National Secretary-Treasurer after the completion of the secret ballot vote, whether approved or disapproved: Copy of meeting notice from involved Area Local s special membership meeting. Copy of meeting minutes from involved Area Local s special membership meeting. Vote Tally Sheet (MF02). 5. If the disaffiliation request passes, the newly reinstated Local or Area Local must take the following actions: Hold a special Local union election of officers. File an election report with the APWU National Secretary-Treasurer. File reports with the following agencies with a copy sent to the APWU National Secretary-Treasurer: Department of Labor (DOL) to obtain an LMSA File Number. Internal Revenue Service (IRS) to obtain an EIN. Guidelines, Section 2.6, Disaffiliation by a Former Local or Area Local. The documents listed above, should be returned to the APWU National Secretary-Treasurer at the address below: Attn: Secretary-Treasurer s 25

6 Member-at-Large (MAL) Disaffiliations Checklist This checklist is to ensure that the proper documents are submitted to the National Secretary- Treasurer of the (APWU) so that all requests are processed in a timely manner. 1. The following documents must be completed and returned to the APWU National Secretary-Treasurer prior to processing: Request Form (MF01). 2. Upon receiving the disaffiliation request, the APWU National Secretary-Treasurer will notify the involved Local or Area Local and the appropriate Regional Coordinator requesting an opportunity for the involved parties to meet and attempt to resolve the issue(s) causing the request for disaffiliation. 3. If mutual resolve is not met, the involved Local or Area Local must conduct a secret ballot vote on the question of permitting the involved MAL Office to disaffiliate from the involved Local or Area Local. The secret ballot vote must be conducted within ninety (90) days of receipt of the APWU National Secretary-Treasurer s notice. 4. The following documents must be submitted to the APWU National Secretary-Treasurer after the completion of the secret ballot vote, whether approved or disapproved: Copy of meeting notices from involved Local/ Area Local s special membership meeting. Copy of meeting minutes from involved Local/Area Local s special membership meeting. Vote Tally Sheet (MF02). For additional information on any of the procedures listed above, please refer to the APWU Merger Guidelines, Section 2.4, Member-at-Large (MAL) Disaffiliations. The documents listed above should be returned to the APWU National Secretary-Treasurer at the address below: Attn: Secretary-Treasurer s Department 24

7 Member-at-Large (MAL) Mergers with a Local or Area Local Checklist This checklist is to ensure that the proper documents are submitted to the National Secretary- Treasurer of the (APWU) so that all requests are processed in a timely manner. 1. The following documents must be completed and returned by the involved MAL Office to the APWU National Secretary-Treasurer prior to processing: MAL Petition to Merge (MF08). 2. Upon receipt of approval of merger from the APWU National Secretary-Treasurer, the gaining Local or Area Local must conduct a secret ballot vote on the question of merging the involved MALs with the involved Local or Area Local. 3. The following documents must be submitted to the APWU National Secretary-Treasurer after the completion of the involved Local or Area Local s secret ballot vote, whether approved or disapproved: Copy of meeting notice from involved Local or Area Local s, regular membership meeting, if applicable. Copy of meeting minutes from involved Local or Area Local s, regular membership meeting, if applicable. Vote Tally Sheet(s) (MF02). 4. The APWU National Secretary-Treasurer will notify the State President on the intended merger prior to implementation if the proposed merger crosses state lines. For additional information on any of the procedures listed above, please refer to the APWU Merger Guidelines, Section 2.3, Member-at-Large (MAL) Mergers with a Local or Area Local. The documents listed above should be returned to the APWU National Secretary-Treasurer at the address below: Attn: Secretary-Treasurer s Department 23

8 Local/Area Local Merging with an Area Local Checklist This checklist is to ensure that the proper documents are submitted to the National Secretary-Treasurer of the (APWU) so that all requests are processed in a timely manner. 1. The following documents must be completed and returned by the involved Locals or Area Locals to the APWU National Secretary-Treasurer prior to processing: Request Form (Form MF01). Gaining Area Local s Constitution and Bylaws. 2. Upon receipt of approval of merger from the APWU National Secretary-Treasurer, the involved parties must conduct a secret ballot vote on the question of merging the involved Locals (see Section 1.3 of Merger Guidelines for further information). 3. The following documents must be submitted to the APWU National Secretary-Treasurer after the completion of the secret ballot vote, whether approved or disapproved: Copy of meeting notices from the involved parties regular membership meetings. Copy of meeting minutes from the involved parties regular membership meetings. Vote Tally Sheets (MF02). Local Officers Update Form (if changed) (MF03) (if merger is approved). New dues rate (if merger is approved). 4. The following documents must be submitted to the appropriate offices with copies sent to the APWU National Secretary-Treasurer within thirty (30) days of receiving notification that the merger has been processed: LM-2, 3 or 4 Report - send to Department of Labor (DOL) with copy to the APWU National Secretary-Treasurer. Terminating IRS Letter (MF04) - send to Internal Revenue Service (IRS) with copy to the APWU National Secretary-Treasurer. Terminating DOL Letter (MF05) - send to Department of Labor with copy to the APWU National Secretary-Treasurer. Assets Form (MF06) - send to the APWU National Secretary-Treasurer. Guidelines, Section 2.2, Local/Area Local Merging with an Area Local. The documents listed above should be returned to the APWU National Secretary-Treasurer at the address below: Attn: Secretary-Treasurer s Department 22