Treasurers

Local & SDC Treasurer Tools & Resources

SUN has developed the following documents to help our Local and SDC Treasurers better fulfill their roles.

Local Treasurer Documents

• Local Financial Reporting Guide (PDF file)
• Receipts & Disbursements Journal (Microsoft EXCEL file - to be used as a template)
• Union Activity Plan (Microsoft WORD file - to be used as a template)
• Change in Signing Officer Letter (Microsoft WORD file - to be used as a template)

SDC Treasurer Documents

• SDC Financial Reporting Guide 2018 (PDF file)
• Receipts & Disbursements Journal (Microsoft EXCEL file - to be used as a template)
• Union Activity Plan (Microsoft WORD file - to be used as a template)
• Change in Signing Officer Letter (Microsoft WORD file - to be used as a template)

Expense Claim Forms for Local & SDC Reimbursement

The four-part carbon copy Expense Claim forms are intended for use by SUN Provincial only and will not be made available to Locals and/or SDCs for their use. An Expense Claim form and funding guideline for Local and SDC use have been developed for your convenience.

The funding descriptions are guidelines only. These guidelines are based on SUN Provincial policies and budgetary processes and are associated with funding from SUN Provincial. It is suggested that SUN Locals follow the same guidelines and budget accordingly. NOTE: Any expenditure, whether they be for member funding or operational expenses, must be supported by Local/SDC bylaws and/or policies.

Each SUN Local or SDC is responsible for determining their funding parameters and communicating the funding restrictions to their members.

• Expense Reimbursement Best Practices
• Local & SDC Suggested Funding Guidelines
• Local & SDC Expense Claim Form
• Request for Payment Form
  • To be completed by the Local/SDC Executive for reimbursement of member honourariums and wages.
• Request for Leave for SUN Business Form
  • To be completed by the individual member - and approved by a Local/SDC Executive member - for Employer-paid union leaves.

Suggested Meal Per Diems

Laptop Grant Application

To assist SUN Locals and SDCs with their work for the Union, SUN Provincial is pleased to provide one-time grants to Locals and SDCs for the purchase of a laptop computer to conduct SUN business.

SUN Provincial will reimburse up to $500 toward the purchase of a laptop computer and applicable software (as per Policy 028-M-2007 for locals and 035-M-2007 for SDCs).

NOTE: Software purchased must be compatible with Microsoft Excel 2010 documents and accommodate the need to create Microsoft Word processing documents such as meeting minutes, letters to the employer, etc. Recommended software would include Microsoft Office Suite, either Home or Student editions.

Once a Local/SDC has purchased a laptop and the applicable software, the Local may apply for reimbursement. If the laptop and/or software are purchased by an individual, the Local or SDC must reimburse the individual first. SUN Provincial will only reimburse Locals or SDCs.

Process for reimbursement:

1. Complete the Laptop Grant Application form, including a signature from the Local President and/or Local Treasurer.
2. Please include a copy of the receipt.
3. Please submit requests to the First Vice-President. Requests can be mailed, faxed or emailed.

Download grant application form