Financial officer's handbook
This handbook was prepared to help you do your work as a Local Union secretary-treasurer or trustee.
This handbook goes through each of the functions of the secretary-treasurer. In particular there is a detailed explanation of how to complete the ledger and per capita forms that are supplied to all Locals by the CUPE Accounting Department.
CUPE electronic ledgers for local union financial officers
Using Excel, the CUPE electronic ledger automatically totals columns, inserts information needed for Treasurer’s reports, budget worksheets, and the Trustees’ Audit Report.
Trustees' audit report package
Article B.3.12 of the CUPE Constitution requires all locals to complete an annual trustees’ report. All the necessary documents required can be downloaded here.
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Local per capita form
What are average regular monthly wages?
National Secretary-Treasurer's Reports
National Secretary-Treasurer’s Reports outline the current financial situation of CUPE, including updated balances for the National Defence Fund and National Strike Fund. Updates current CUPE strikes and lockouts, and provides information on recent settlements. Provides current status of CUPE assets...