Important Dates and Deadlines in the Months Ahead

Elizabeth Powell

November 12, 2021

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(This article first appeared in the November/December issue of the American Postal Worker magazine)

Throughout 2021 the Secretary-Treasurer’s Department has been committed to providing tools and resources for officers in leadership positions to fulfill their responsibilities and stay in compliance with applicable regulations and laws. The last Secretary-Treasurer’s virtual training for 2021 will be LM Reporting on December 8, to help local treasurers prepare the March 2022 LM report filing for locals with a fiscal year that ends December 31. Registration for the virtual LM report training can be found in the event section of

This year proved to be just as challenging as 2020, but we did not let the circumstances hinder our efforts in bringing our officers and members together to attend the various department virtual trainings, craft conferences, town hall meetings and most importantly our contract negotiation process. The APWU has managed to navigate these uncertain times, keeping our members in the forefront and informed. We cannot afford to let our guard down as we bring the year to an end.

What Local Unions Should be Doing this November and December

Local presidents and treasurers are reminded to take care of important housekeeping tasks in preparation for the New Year. Here is a quick reminder of what locals should be doing this November and December: • Review 2021 budget and prepare a 2022 budget of your fiscal year ending December 31, 2021. • Shred financial records prior to 2016 (remember you must keep financial records for 5 years plus the current year). • Audit of financial records must be done at least once a year. • Update local asset inventory. Properly dispose of old and broken equipment and furniture with a appropriately approved motion. • Archive the minutes of membership and executive board meetings for 2021. • Prepare a calendar of activities and deadlines for 2022. • Prepare to file your DOL LM report and IRS 990 reports electronically and by the required due date!

Locals that need assistance with these tasks should contact the APWU Secretary-Treasurer’s office at 202- 842-4215 or contact Executive Assistant to the Secretary- Treasurer, Annette August-Taylor, Happy Holidays from Secretary-Treasurer Elizabeth ‘Liz’ Powell and the staff of the Secretary-Treasurer’s Department

APWU Scholarship Deadline is March 31

The scholarship deadline for the E.C. Hallbeck Memorial Scholarship, Vocational Scholarship, and Best Essay Award for 2022 is March 31, 2022. Every year the union selects deserving students to receive scholarships for college or a vocational institution of their choosing. The APWU Scholarship Program is one of the benefits of being a member of the APWU. The E.C. Hallbeck Memorial Scholarship awards 10 recipients $2,000 annually for four years to use toward an undergraduate program. Five Vocational Scholarship winners receive up to $3,000 to be used for three years of study in a specific trade, technical, industrial, or vocational school.

One “Best Essay” winner is selected from the applicant pool to receive a one-time $2,000 award to his or her four-year college tuition.

APWU Biennial Convention

As this issue goes to press, the APWU National is preparing for our planned 2022 National Convention at National Harbor outside of Washington, D.C., from August 15-18, 2022. Local and state officers should pay close attention to information in the American Postal Worker, email correspondence and information posted on Deadlines pertaining to the acceptance of resolutions printed in the convention book (June 6, 2022) as well as other important information to assist local and state organizations with budgeting and planning will be provided in the New Year.

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