Search Results for: executive board

UPDATES

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
  • 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

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

Authorization Procedure – Funds Budgeted But Not Authorized

Whenever an authorization vote has not been taken, the treasurer must wait for approval prior to reimbursing the member. The member presents the Payment Authorization/Request for Reimbursement form to the treasurer with proof of money spent, such as an invoice marked “paid,” a dated cash register receipt, or a signed expense statement with receipts attached. The treasurer presents each bill at a meeting of the executive board or the association, and a motion must be made to pay it. Discussion and vote follow. The action of the executive board must be ratified at the next association meeting.

When bills are approved for payment, the secretary records the motion, listing the bills approved (authorized) for payment in the minutes.

The secretary signs the Payment Authorization/Request for Reimbursement form to denote that the expense has been approved and the motion is included in the minutes. The president signs the Payment Authorization/Request for Reimbursement form to denote it is a PTA-authorized expenditure.

The Payment Authorization/Request for Reimbursement form is given to the treasurer.

The treasurer prepares the check and records the check number on the Payment Authorization/Request for Reimbursement.

The Payment Authorization/Request for Reimbursement form is filed for review in the audit.

The treasurer obtains the signatures of two authorized signers on the check for the protection of the PTA’s funds.

The treasurer distributes the check.

Follow proper procedures to guard against misappropriation of funds. The responsibility of establishing and maintaining correct procedures rests with each member of the PTA executive board.

Treasurer’s Report

A monthly report for each bank account must include

  • balances at the beginning and end of the period covered;
  • amounts credited to the general fund and any special funds, separated by PTA income belonging to the association and PTA income NOT belonging to the association;
  • receipts and disbursements with a detailed written report, separated by PTA expenses belonging to the association and PTA expenses NOT belonging to the association;
  • the report must be posted and/or distributed. Copies of the report must be provided to the president and secretary. Information provided should be included in the minutes or attached to the minutes.

The Treasurer’s Reports are created in two distinct sets – one covering the periods from association meeting to association meeting, and the other covering the period from executive board meeting to the next executive board meeting. The end date for the report should be just before the date of the meeting so that the information is as accurate and up-to-date as possible.

The Monthly Treasurer’s Report includes: balances at the beginning and end of the period covered; amounts credited to the general fund and any special funds; and receipts and disbursements with separate sections for amounts belonging to the PTA and amounts NOT belonging to the PTA with a detailed written report posted and/or distributed. Copies of the report must be provided to the president and secretary and added to the treasurer’s file. See Treasurer’s Report (Sample).

Directivos y presidentes complimentarios/presidentes de comité

Planear y Organizar

Reuniones

Crear actividades exitosas y administrar los asuntos necesarios de una PTA es un esfuerzo de colaboración. Y, gran parte del trabajo involucrado se lleva a cabo en las reuniones de la unidad.

Durante el término de la PTA, los miembros de la mesa directiva participan en tres tipos de reuniones:

Reuniones de la Mesa Directiva Ejecutiva

  • Asisten oficiales, presidentes de los comités permanentes, el representante de los maestros y el director o un representante como se describe en los Estatutos de la unidad
  • Se supervisan y administran los asuntos de la PTA entre las reuniones de asociación
  • Programadas mensualmente y al menos dos semanas antes de cada reunión de la asociación
  • Administradas y dirigidas por el presidente

Reuniones de la Asociación:

  • Asisten miembros de una unidad, miembros de la mesa directiva ejecutiva e invitados
  • Se aprueban programas, eventos y gastos de una unidad
  • Programadas varias veces al año en las fechas de reunión identificadas en los Estatutos de la unidad
  • Administradas y dirigidas por el presidente

Reuniones del Comité:

  • Asisten miembros del comité que son nombrados por el presidente
  • Se planifican, promueven e implementan las actividades de la PTA.
  • Se programan cuando sea necesario
  • Administradas y dirigidas por el presidente del comité

En esta sección, encontrará consejos, herramientas y estrategias diseñadas para capacitar a los líderes  nuevos y con experiencia de la PTA a participar y dirigir las reuniones de la PTA de manera más eficaz.

Reuniones de la Mesa Directiva Ejecutiva

Reuniones de asociación
Planeamiento de programas
Anuncios y materiales
Dirigiendo las reuniones de la PTA
Procedimiento parlamentario
Pasos para presentar una moción
Enmiendas
La Agenda y Aviso de la Reunión
Evaluación

Participación en convencion y conferencias
Convención estatal
La convención de la PTA Nacional
Conferencias fuera de la asociación

Figura
Muestra de Agenda de la PTA – Con Mociones y Frases Que Usar