Posts Tagged ‘secretary’

Secretary & Treasurer page expanded

SMART Transportation Division has completed a reorganization and expansion of its webpage dedicated to assisting secretaries & treasurers of Locals.

The page is at https://smart-union.org/td/secretary-and-treasurer-tools/. It features guidance for new secretaries & treasurers as they embark upon their responsibilities to their Local, easy access to various membership and insurance forms, useful tools, guides on filing mandatory reports and on holding elections and tips for using the record-keeping software WinStabs.

Some guides for Local leadership and forms from the IRS are not yet linked on the page. These will be updated as available.

Secretary/Treasurers: Fillable PDF available for supply orders

Local Secretary/Treasurers will find it easier to order supplies from the SMART Transportation Division office with the introduction of a fillable supply order PDF form on the SMART TD website.

All you have to do is visit the Local Toolbox and click under the Disbursements subheading.

After saving the file to your computer, you will be able to open the form using Adobe Acrobat Reader (get.adobe.com/reader) or if you have another program capable of reading PDFs.

Once you’ve filled out the PDF with your supply order, save the file on your computer and then email it as an attachment to SMART TD Supply Department Director Joe Shivak (jshivak@smart-union.org) to submit your order.

The cost of the supplies will be added to your “Supply Invoice Balance” on iLink and can be paid when working Step 4 of the monthly billing process cover sheet or as an extra disbursement to SMART TD. It is recommended that the Local’s supply invoice balance be paid off each month.

Orders for supplies still can be made by mail and by telephone, but orders using email will result in faster processing.

Only officers of a Local or the SMART TD President’s Department can make supply orders (including business cards) and the order must be approved by the Local in advance.

Local treasurers: New version of WinStabs available; don’t forget about workshop

A new version of WinStabs for 2018 — Version 5.09 — is now available for download via iLink and includes updated tax rates.

Follow this link to view PDF instructions about how to download and start a new year in this new version of WinStabs.

Once you have downloaded and started your new year, please ensure that you go to: Add-ins>Tools>Initial Setup Menu>Update Dues Rates & Set Fund Balances.  You will need to enter the new International Dues Rate and should refer to the letter that you received from SMART TD concerning the January 2018 dues increase.  Then click on the Fund Balances & Setting Rates tab at the top and change the Mileage Rate to $0.545.

If you have any questions please email Fieldauditor@group.smart-union.org

Also, registration remains open for a workshop for local treasurers Feb. 21 to 23 that will provide hands-on training on the responsibilities and duties pertaining to their office, including direct receipts, iLink and WinStabs. It will also focus on proper completion of monthly billings and member record maintenance.

This training will also be LIVESTREAMED for participants who are unable to attend in person at the SMART Transportation Division office — 24950 Country Club Blvd., North Olmsted, OH 44070.

Registration is required for both in-person and web-based attendance. Contact Alyssa Patchin at (216) 227-5281 or apatchin@smart-union.org to register and for discounted hotel rates if you are traveling to the workshop. Space is limited, and attendees will be accepted on a first-come basis.

The three-day session will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at the local meeting as an allowable expense of the local. Local treasurers are responsible for their own travel/lodging arrangements.