Violations of PTA Bylaws, Policies, or Procedures

Violations are (1) actions contrary to the good of the organization, and/or (2) actions in violation of the bylaws, policies, or procedures of the organization. Prior to beginning the process of investigating any alleged violation, consult with the council/district PTA president.

Allegations Against a Member

Every effort should be made to resolve the allegation(s) at a meeting with those directly involved. Any allegation(s) should be described specifically in writing and brought to the attention of the president or executive board, who should immediately contact the council and district PTA presidents for assistance with the meeting. Proper and tactful handling of the meeting is of prime importance, and care should be taken that all parties and points of view are presented.

When handling an allegation(s), care must be taken to maintain confidentiality at all times and to avoid potentially slanderous statements. Information must be kept with those persons directly involved; they must refrain from making comments or accusations to others.

Informal Solution

Every effort should be made to resolve the allegation(s) at a meeting with those directly involved. Any allegation(s) should be described specifically and brought to the attention of the president or the executive board. Proper and tactful handling of the meeting is of prime importance, and care should be taken that all parties and all points of view are presented.

If additional assistance or guidance is needed, the council (if in council) or district PTA should be contacted.

Formal Solution

If the matter cannot be resolved in an informal way at a meeting with those directly involved, the following procedure should be followed:

1.  Upon the majority vote of the executive board, a letter describing the allegation(s), citing facts and being careful not to make slanderous statements, should be written and signed by three members of the executive board and sent as follows:

If the allegation(s) against a member occurs within a unit, the letter should be sent to the council president if in council, and to the district PTA president. If the allegation(s) against a member occurs within a council, the letter should be sent to the district PTA president. If an allegation(s) against a member occurs within a district PTA, the letter should be sent to the California State PTA president.

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A letter, as described in Number 1 above and signed by five or more members of the PTA, may be sent.
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A letter, as described in Number 1 above and signed by a school administrator, may be sent to the council, district PTA, or California State PTA president.

2.  If the allegation(s) against a member cannot be resolved by the council, a letter should be sent to the district PTA president. The letter should include the allegation(s), background information pertaining to the allegation(s), and information regarding steps taken by the council to resolve the allegation(s).

3.  If the allegation(s) against a member cannot be resolved by the district PTA, a letter should be sent to the California State PTA president. The letter should include the allegation(s), background information pertaining to the allegation(s), and information regarding steps taken by the council and district PTA to resolve the allegation(s).

4.  When the California State PTA president receives a letter regarding all allegation(s), the matter is no longer under the authority of the district PTA. The California State PTA has the responsibility to follow through and bring the matter to a resolution. If necessary, the State president shall refer the matter to the grievance committee of the California State PTA Board of Managers in accordance with the Standing Rules and Procedures of the California State PTA Board of Managers.

5.  Allegation(s) referred to the grievance committee shall be reviewed, and that committee shall make a recommendation to the California State PTA Board of Directors regarding the handling of the allegation(s). In extreme cases, a recommendation may include any of the following penalties:

a.     The member, if currently serving in an elected or appointed position on a PTA board, may be asked to resign that position.
b.     The PTA board on which the member serves may be directed to take action to remove him/her from the elected or appointed position in accordance with the provisions in the bylaws.
c.     The member, in accordance with The California Corporations Code, §5341 (3), may be expelled, suspended, terminated, or sanctioned in some other way.

Allegations Against a Unit, Council, or District PTA

Every effort should be made to resolve the allegation(s) at a meeting with those directly involved. Any allegation(s) should be described specifically in writing and brought to the attention of the president or executive board, who should immediately contact the council and district PTA presidents for assistance with the meeting. Proper and tactful handling of the meeting is of prime importance, and care should be taken that all parties and points of view are presented.

Informal Solution

Every effort should be made to resolve the allegation(s) at a meeting with those directly involved. Any allegation(s) should be described specifically in writing and brought to the attention of the president or executive board. Proper and tactful handling of the meeting is of prime importance, and care should be taken that all parties and points of view are presented.

It is recommended the council or district PTA be contacted.

Formal Solution

If the matter cannot be resolved in an informal way at a meeting with those directly involved, the following procedure should be followed:

1.  Upon a majority vote of the executive board, a letter describing the allegation(s), citing facts and being careful not to make slanderous statements should be written and signed by:

a.  Three members of the executive board; or
b.  Three members of the association; or
c.  School administrator.

2.  Send the letter to the appropriate PTA level.

Allegation(s) against a unit should be sent to the council president (if in council) and to the district PTA president.

Allegation(s) against a council should be sent to the district PTA president.

Allegation(s) against a district PTA should be sent to the California State PTA president.

Letters from school administrators may be sent to the council and district PTA, or California State PTA president.

3.  If an allegation against a unit cannot be resolved by the council, send a letter to the district PTA president. The letter should include the allegation(s), background information pertaining to the allegation(s), and information regarding steps taken by the council to resolve the allegation(s).

4.  If an allegation against a council cannot be resolved by the district PTA, send a letter to the California State PTA president. The letter should include the allegation(s), background information pertaining to the allegation(s), and information regarding steps to be taken by the council and district PTA to resolve the allegation(s).

When the California State PTA president receives a letter from a district PTA regarding allegation(s), the matter is no longer under the authority of the district PTA. The California State PTA has the responsibility to follow through and bring the matter to a resolution.

5.  Only the California State PTA may change the status of a unit, council or district PTA. Upon consultation with the California State PTA president and vice president for leadership services, district PTAs may place a unit or council on probation pending further recommendation for action by the state PTA (see Advanced Leadership Tools).

6.  If an allegation is against a district PTA, a letter including a list of the allegation(s) and background information pertaining to the allegation(s) should be sent to the California State PTA president.

7. The California State PTA president may refer any letter of allegation(s) to the grievance committee of the California State PTA in accordance with the Standing Rules and Procedures of the California State PTA Board of Managers.

Allegation(s) referred to the grievance committee shall be reviewed, and the committee shall conclude the matter or make recommendation to the California State PTA Board of Directors for further action. In extreme cases, a recommendation may include any of the following penalties.

a.  The unit may be placed on probation, have its charter withdrawn by the California State PTA, or be sanctioned in some other way;
b.  The council or district PTA may be placed on probation, have its acceptance withdrawn by the California State PTA, or be sanctioned in some other way.

The unit, council, or district PTA shall be notified in writing at least 15 days before any action is taken.

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