2020 Updates
ADVOCACY
- Revised «Election Campaigns» Section
- Revised Legislation Platform
- Revised Position Statements
- Revised List of Resolutions
- Revised Resolutions Book
FINANCE
- Revised Audit Report
- Revised Audit Checklist
- Revised «Gross Receipts» Section
- Multiple Revisions from «Signs of Good Financial Procedures» through «Standards for PTA Fundraising»
FORMS
- Revised Conflict/Whistleblower Form Annual Questionnaire»
2019 Updates
INTRODUCTION
- Added list of 2019-2021 Board of Directors
KNOW THE PTA
- California State PTA Bylaws (amended May 2019)
- PTA Basic Policies and Principles
- California State PTA Map
- The Local Unit PTA
- The Council PTA
- The District PTA
- Cooperating with Other Organizations
- Making the Coalition Successful
FINANCE
- Selecting Appropriate Fundraising Activities — Alcohol and PTA Events
- PTA Provided Babysitting Services
- State Taxes and Government Forms — Update to filing requirements for 199N
- Updated Workers’ Compensation Annual Payroll Report form (also updated in Forms)
- Cash Verification Form (also updated in Forms)
- Tax Filing: Sales Tax
ADVOCACY
Resolutions
New
- Early Child Care and Education for All of California’s Children
- Temperature Control Standards in the School Setting
Position Statements
Revised
- Character Education (1968)
- Dangers of Energy/Caffeinated Drinks (2009)
- Nutrition and Physical Activity Education (Revised and combined «Nutrition Education», 1974 and «Physical Education (K-12)», 1993)
RUNNING YOUR PTA
- California State PTA Officers and Commissions
- Family Engagement Commission
- Service to Unit, Council and District PTAs
- California State PTA Brief Statements on Current Issues
- Basic Policies and Principles of PTA
- Professional Governance Standards
- Meetings
- Executive Board Meetings
- Association Meetings
- Committee Meetings
- Suggestions for Year-Round Schools
- Program Planning
- Announcements and Materials
- Conducting PTA Meetings
- Parliamentary Procedures
- Eights Steps to Making a Motion
- The Agenda and Meeting Notice
- Nominations and Elections
- Electing the Nominating Committee
- Qualities of Nominating Committee Members
- Responsibilities of the Committee
- Responsibilities of Chairperson
- Alternates to the Nominating Committee
- The Role of the Parliamentarian
- Selecting Nominees
- Contacting Nominees
- The Election
- Questions and Answers
- Planning and Organizing
- Guide to Executive Leadership
- Executive Board
- Brainstorming
- Goal Setting
- Procedure Book
- Records Retention and Destruction Policy
- Retention Schedule
- Responsibilities of Officers and Chairpersons
- Recommended Officers and Chairpersons
- Job Descriptions for Officers and Chairpersons
- Administrators Serving as Officers/Check Signers
- School Staff Serving as Primary PTA Officers
- Fig. R-1 Organizational Flow Chart
- Fig. R-2 Sample Agenda and Meeting Planner
- Fig. R-3 PTA Nominating Committee Checklist – Quick Tips
- Fig. R-4 PTA Election Checklist – Quick Tips
JOB DESCRIPTIONS
- President
- Secretary
- Treasurer
- Auditor
- Executive Vice President
- Financial Secretary
- Historian
- Parliamentarian
2018 Updates
INTRODUCTION
- Revised list of PTA brochures
KNOW THE PTA
- California State PTA Bylaws
FINANCE
- Signs of Good Financial Procedures
- Sample Financial Calendar of Activities
- Treasurer Duties
- Guidelines for Computer Use
- Income
- Handling PTA Funds
- California State PTA E-Membership Program (New)
- Providing Documentation to Donors
- NSF Checks Bookkeeping Procedures
- Financial Procedures for the Internet-Income
- Financial Procedures for the Internet-Expenditures
- Payment Via Electronic Funds Transfer/Bank Bill Pay Services
- Committee Procedures
- Payment Authorization/Request for Reimbursement Form
MEMBERSHIP
- Joining PTA
- The Basics of PTA Membership
- Develop a Membership Marketing Plan
- Membership Calendar and Budget
- Implementing a Membership Marketing Plan
- Membership Dues
- Membership Cards
- Member Contact Information and Membership List
- Student Membership
- Administrators/Teacher/Staff Memberships
- Family Memberships
- Charter Memberships
PROGRAMS
- Introduction
- California State PTA Spotlight Awards
ADVOCACY
Resolutions
New
- Improving and Stabilizing Education Funding
Reviewed and Deemed Relevant
- Achievement Eliminating the Gap (2009)
- Adequate and Equitable State School Finance System (1987)
- California K-12 Public School Funding Crisis (1998)
- Closed Captioned TV (1978)
- Creating Lifelong Readers (1998)
- Education on Hazards of Involuntary Smoking (1987)
- Improving K-12 Mathematics Education (1998)
- Lowering the Vote Requirement in the California State Budget Process (2009)
- Nutrition Education (1991)
- Primary Prevention of Substance Abuse (1979)
- Prohibiting the Promotion of Tobacco Products (1987)
- School Construction Funding (1986)
- School Library Media Center Funding Crisis (1988)
- School Support Program (1976)
- Social Host Accountability and Underage Drinking (2009)
- Substance Use And Abuse During Pregnancy (1987)
- Support for the Civic Mission of Schools (2006)
- Teen Driving Safety (2009)
- Television/Screen Time Awareness (2006)
- Youth Involvement (2004)
Retired
- Regulation of 976 Information access service (1986)
- School Facilities Crisis (1986)
Position Statements
New
- Safe Drinking Water in Schools
- Social Emotional Learning: Essential to a Well-rounded Education
- Sugary-Sweetened Beverages
Revised
- Child Care (1989)
- Education: The Elementary Years, Ages 6 to 10
- Firearms and Assault Weapons (1990)
- Homeless Children and Families (1988)
- Interpersonal Relations – formerly Human Relations (2012)
- Mass Media and the Family (1974)
- Positive Youth Development – formerly Delinquency Prevention (1974)
- Reduced Class Size in Grades TK-3 – formerly Reduced Class Size in Grades K-3
- Rights and Services for Undocumented Children and Children of Undocumented Immigrants – formerly Services for Children of Undocumented Immigrants (2012)
- Rights of Foster Children and Foster Families (2013)
Retired
- Responsibility of Society to the Family
FORMS
- Bylaws Submittal Form for Units and Councils
- Honorary Service Award Form
- Payment Authorization/Request for Reimbursement Form
JOB DESCRIPTIONS
Membership Chairman/Vice President (Unit)
Safety
-
- Updated American Red Cross links
2017 Updates
INTRODUCTION
Board of Directors 2017-2019
List of Due Dates
KNOW THE PTA
updates throughout chapter
FINANCE
Updates throughout chapter
Including an updated Records Retention and Destruction Policy
MEMBERSHIP
Membership Dues
PROGRAMS
Leadership Development Grants for Unit Council and District PTAs
ADVOCACY
Legislation Policies
RESOLUTIONS
– reviewed and deemed relevant
Aid to Rape Victims and Their Families (1977)
Attention Deficit Disorder in Children (1998)
Ban on Military Assault-Type Weapons (1989)
Breast Cancer Early Detection Awareness and Education (1988)
Developmentally-Appropriate Physical Education (1999)
Education of Health Hazards in Use of Anabolic Steroids (1989)
HIV/STD Prevention Education in Our Schools (2008)
Indoor Air Quality in Schools (2007)
Local School Parcel Tax Measure Threshold Reduction (2008)
Longitudinal Integrated Statewide Data System (2008)
Mental Illness: Treatment and Support (1999)
Online Safeguards for Internet Use by Children and Youth (1997)
Playground Equipment Safety Standards (1996)
Primary Prevention of Substance Abuse (1979)
Protection of Children from the Harmful Effects of Aircraft Emissions (1998)
Public School Governance Authority (2007)
Regulation of Liquor Licenses Near Schools (1997)
Safe Routes to School For All Children (2008)
Strategies to Reduce School, Family and Community Violence (1995)
Violence in the home (1977)
– retired
Broadcast Projections of Results on Election Day
Promoting the Inclusion of Non Public Schools on California’s Megan’s Law Registered Sex Offender Database (2008)
POSITION STATEMENTS
– new
Accountability Systems: Statewide, Federal and Local
Assessment and Testing (Statewide)
Comprehensive Community Schools with Integrated Services (Community Schools)
– reviewed and deemed relevant
Assistance to Families in Need (1998)
Before & After School Options for Children & Youth (2002)
Child Victims/Witnesses Rights (1986)
Family Engagement in Credentialing (2012)
Family Services (1966)
Inclusiveness and Diversity (1991)
Juvenile Offenders in Justice System (1987)
Prevention of Teen Pregnancy (1998)
School Bus Safety (1986)
School Closure (1980)
– revised
Environmental Health and Environmental Education
Family Planning
Family Responsibility and Accountability
ISSUE-RELATED GUIDELINES
– retired
Background Checks for Mobile Food Vendors (1999)
Condom Availability Through the Schools (1999)
Dealing with Establishments that Sell Gasoline and Alcohol Concurrently (1992)
Drug, Alcohol and Tobacco Abuse Prevention and Awareness (1999)
Parent Involvement
Studying the Impact of Video Games (1993)
Suicide Prevention Education and Awareness (1999)
RUNNING YOUR PTA
Updates throughout chapter
JOB DESCRIPTIONS
Auditor
Executive VP
Financial Secretary
Fundraising Chairman
President
Local Unit Leaders
Parliamentarian
Secretary
Treasurer
2016 Updates
INTRODUCTION
Board of Directors 2015-2017
KNOW THE PTA
Purposes of the PTA
State PTA Bylaws
FINANCE
Petty Cash
PTA and Education Foundations
MEMBERSHIP
Membership Dues
ADVOCACY
Legislation Platform
RESOLUTIONS
Dyslexia: Addressing the Educational Implications in Public Schools (2016)
POSITION STATEMENTS
Child Abuse
Gang Awareness
Education: The High School Years, Ages 14 to 18
Evaluation of Teachers
Fair Housing
Firearms and Assault Weapons
Minor Consent for Health Care
Missing and Exploited Children
Safe School Environments
Status Offenders
Student Participation in Public Demonstrations
Student Records
Year-Round Education
ISSUE-RELATED GUIDELINES
Condom Availability Through the Schools
RUNNING YOUR PTA
Social Media Guidelines for PTAs in California
Social Media Guidelines for PTA Leaders and Members in California
FORMS
Audit Report
Authorization for Electronic Transfer for Attorney General (RRF-1) ONLY
Cash Verification
PTA Unit/Council Spotlight Award
