Toolkit for Leaders

Steward Handbook (revised Nov. 2022)

Stewards are often a union members’ first point of contact when they have a problem at work.  They must be familiar with the contract and the various articles in it that outline the processes which protect the rights of PEF members on the job. The union conducts steward trainings throughout the year on a variety of topics. Currently, the trainings are offered virtually and stewards will be invited via their personal email addresses to sign up and attend.  The remaining 2023 dates are:

• Sept. 13: Organizing
• Nov. 15:  Understanding the Grievance Procedure
• Dec. 20: Discipline and Discharge

• Meeting attendance sheet (Color)
• Meeting attendance sheets (B&W)
• Membership Meeting Request Form (Google Doc)
• Fill out this form to request an MBP presentation or table at an event (online form; 30 days advance notice requested)
• Special Events Meeting Request Form for events at PEF HQ
• Special Events Request Form

Member Items for Consideration by the PEF Executive Board

• • Member Item Submission Form
    Please note, you must log into the Members Only section download this document

• PEF Employee Organizational Leave (EOL)
  • Paid EOL Instructions
  • Paid EOL Form
  • Paid EOL Form Fillable

• PEF Expense Vouchers
  • 2022 PEF Expense Voucher (MS Excel)
  • Concur Expense Reimbursement Guide (PDF)
  • Concur APP Expense Reimbursement Guide (PDF)

• New Employee Orientation (PDF)

• PEF Product Catalog (more items are available than printed in this catalog; please contact PEF Communications at (800) 342-4306 to discuss.)
• Division Appeal Form
• Division Constitution Model A (MS Word)
• Division Constitution Model B (MS Word)
• Duties of a Shop Steward
• Leadership Update Form
• Steward Election Timetable
• Rules for Divisions: Formation and Financial Management
• Division Expense Voucher
• Quarterly Journal Register Report (MS Excel)
• Division Budget Template (MS Excel)
• Policy on the Purchase and Distribution of Giveaways to PEF Members by PEF Elected Officials
• Best Practices for Divisions Finance – Checkbook Program
• Best Practices for Divisions Finance – Purchase Card Program
• Bank of America Works Transaction Sign off Guide – for Purchase Card Divisions
• Division Equipment Inventory with Guidelines
• Missing Receipt Affidavit for Checkbook Divisions
• Application for Purchasing Authority
• Missing Receipt Affidavit for Purchase Card Divisions