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Leadership Development Grants for Unit, Council and District PTAs

(Established 2000 – Reviewed April 2017)

Grants may be available annually from California State PTA to encourage and support attendance at the California State PTA Convention, regional and/or local trainings in order to strengthen leadership on unit, council, and district PTA boards.

Selection: A check for the grant is sent to the district PTA. It is the responsibility of the district PTA to select recipients and forward grants to the individual PTA.

The district PTA must submit a final report to the California State PTA office detailing the distribution of leadership development grant funds no later than June 1. See Forms, Leadership Development Grant Report.

Failure to submit this report by the due date will result in an invoice payable upon receipt from California State PTA for the amount of the grant. The Scholarships and Grants Committee and Leadership Services Commission will take into consideration the timely receipt of the report when awarding future Leadership Development Grants.

Direct all questions regarding due dates or rules for all grants to the California State PTA Scholarships and Grants Committee Chairman at grants@capta.org for leadership development grants please contact your district PTA.

Continuing Education Scholarships for PTA Volunteers

(Established 1993 – Revised August 2020)

Scholarships are available annually from California State PTA to be used for continuing education at accredited colleges, universities, trade or technical schools. These scholarships recognize volunteer service in PTA and enable PTA volunteers to continue their education. The scholarships may be utilized during the period January 1 to December 31.

Application: The application is online. Applications and reference forms with letters must be received by October 15.

Qualifications: Applicant must have given three years’ volunteer service to PTA/PTSA and must hold current membership in a PTA/PTSA unit in good standing.

Selection: Recipients are selected by the California State PTA Scholarships and Grants Committee. Continuing volunteer service in PTA/PTSA is a major criterion in the selection of scholarship recipients. Upon proof of enrollment, a check for the scholarship is sent to the recipient, usually in December or January.

Continuing Education Scholarship for School Staff Members

(Established 1976 – Revised August 2020)

Scholarships are available annually from California State PTA for continuing education use, including summer study, from January 1 through December 31.

Application: The application is available online. Applications and reference forms with letters must be received by October 15.

Qualifications: Scholarships are awarded to credentialed teachers, counselors, school nurses and other staff members

  1. who were employed full time in the public schools in California during the preceding academic year;
  2. who have a minimum of three (3) years’ experience in California public schools;
  3. who have a full-time contract for the current year;
  4. who plan to continue as a teacher, counselor, school nurse or staff member; and
  5. who are members of a PTA/PTSA unit in good standing, and teach or have a counseling, nursing or staff position at that PTA/PTSA

Selection: Recipients are selected by the California State PTA Scholarships and Grants Committee and approved by California State PTA. A check for the scholarship is sent to the recipient in December or January.

Graduating High School Senior Scholarship

(Established 1977/1978 – Revised October 2008)

Scholarships are available annually from California State PTA to high school seniors graduating between January and June of each calendar year. These scholarships acknowledge the achievement of high school seniors of volunteer work in the school and community. Scholarships are for use during the first year following high school graduation at an accredited college, university, community college, or trade or technical school.

Application: The application is available online. Applications and reference forms with letters must be received by February 1.

Qualifications: Applicant must have volunteered in the school and community and must be graduating from a California public high school that has a PTA unit in good standing. Applicant must be a member of the PTA/PTSA unit at his/her high school or serving on the board of a PTA/PTSA.

Selection: Recipients are selected by the California State PTA Scholarships and Grants Committee. Upon selection to receive a California State PTA Graduating High School Senior Scholarship, a check will be sent to the recipient with the award letter. Checks will be issued to recipients by June 1 of the current fiscal year.

Graduation or Prom Night

Programs and Member Services

A PTA graduation or prom night event is coordinated by a committee whose chairman is an appointed or elected member of the executive board. The committee members can include other members of the board, the principal, a faculty member, the president (ex officio), and other PTA members appointed by the president.

The major responsibility of this committee is to provide a safe, healthy, legal and supervised recreational event for students in cooperation with the community. A secondary responsibility may be to raise funds to host the event.

Activities

Activities should

Be inexpensive, involve many members and students and be fun.

Not involve commercial or advertising obligations.

Not conflict with other PTA, school or community events.

Create goodwill for PTA in the community.

See Transportation Planning.

After the Event

Complete an inventory of supplies and equipment related to the activity, establish a location to store reusable equipment; determine if the value of stored materials warrants the purchasing of property insurance coverage. (Note: Current PTA insurance does not cover unit PTA property.)

Safety

Have proper adult supervision.

Be aware of risks like hiring a limousine or charter bus. Verify their business licenses with the local Public Utilities Commission.

Follow school district safety procedures when using their buses.

See Insurance and Loss Prevention Guide for allowable, discouraged and PTA-prohibited activities.

A PTA sponsoring or cosponsoring a graduation or prom night activity must follow all California State PTA financial procedures and the Insurance and Loss Prevention Guide.

Resources:
American Automobile Association (AAA) Celebrate Life
California Attorney General’s Guide for Charities (2005)

Health

Organized events at theme parks or recreational areas create fewer problems than those that are self-catered and supervised by local sponsors.

Every event must be drug-, alcohol-, and smoke-free. Careful consideration must be given to food handling, restroom facilities, rest areas and availability of personnel certified in first aid and CPR.

Legal Issues

Parents’ Approval and Student Waiver forms should be completed for each student participant. The form can be found in the Insurance and Loss Prevention Guide.

It is illegal for a person under the age of 18 to participate in any form of gambling (including casino activities).

Information on how to conduct a legal raffle can be obtained by going to the California Attorney General’s website, www.ag.ca.gov. (Refer to the California Attorney General’s Guide for Charities and §320.5 Gambling: Charitable Raffles effective July 1, 2001.)

Raffles may include but are not limited to 50/50 raffles, donation drawings, ducky derby and cow chip bingo.

Remember that it is illegal for any person under the age of 21 to possess, obtain or consume beer or alcohol. It is unlawful to possess, offer or sell any controlled substance, alcoholic beverage, or intoxicant on school premises. No person may sell, furnish, or procure intoxicating liquor (including beer) for anyone under the age of 21. It is illegal for anyone to possess any controlled substance without a valid prescription. (See Insurance and Loss Prevention Guide.)

PTA Unit Procedures

A PTA sponsoring or cosponsoring a graduation or prom night activity must follow all California State PTA financial procedures and the Insurance and Loss Prevention Guide.

The association must vote to sponsor or cosponsor the program, and the action must be recorded in the minutes. The president appoints the program committee, subject to ratification by the executive board. All committee and subcommittee members must be members of the PTA (Committee Development and Guidelines).

Founders Day

Founders Day is a perfect time to renew the dedication to the Purposes of the PTA that were defined by PTA’s founders more than a century ago. Each year in February, PTA honors the three founders as well as past and present PTA leaders. Through special programs and events, PTA also attempts to increase the awareness of its members and the community by highlighting achievements, activities, projects and goals.

The Founders Day celebration was created in 1910 by Mrs. David O. Mears, a charter member of the National Congress of Mothers founded by Alice McLellan Birney and Phoebe Apperson Hearst in Washington, D.C., February 17, 1897. The Founders Day observance has continued through the change of organization names in 1925 to the National Congress of Parents and Teachers, and the uniting in 1970 with the National Congress of Colored Parents and Teachers, founded in 1926 by Selena Sloan Butler, to become the National PTA (A Brief History: Working Together for Children Since 1987).

Issues concerning immigrants, homeless children and families, the unemployed and the uneducated, and numerous health and safety concerns still need attention. However, through PTA advocacy to enact and enforce laws, children’s health is better protected and children are better fed, housed and educated, with parents more involved in their upbringing. The vision of PTA’s founders has been realized in many ways, and now it is up to present PTA members to continue the vision.

Founders Day Freewill Offering: “PTA Birthday Gift”

Donations collected during Founders Day observances benefit the entire organization: unit, council, district PTAs, State and National PTA. California State PTA returns one-fourth of its offering to the district PTA and retains one-fourth for its work throughout the state. Half of the offering is sent to National PTA (Unit Remittance Form).

District PTAs use the funds to:

  • Organize new units and councils. Strengthen PTAs and PTSAs. Train leaders through workshops and conferences. Offer leadership training and parliamentary procedure courses. Promote PTA publications and special projects. Plan special contacts with teachers and administrators to increase the value of the PTA to school and community.

California State PTA uses the funds to:

  • Service new units and councils. Strengthen PTAs and PTSAs.
  • Provide special assistance to council and district PTAs through workshops and leadership conferences. Conduct field services in local areas by California State PTA officers and members of commissions. Perform regional extension work throughout the state. Counsel with individuals and groups.

National PTA uses the funds to:

  • Provide requested field services (instructions, guidance and other assistance for California State PTA leaders). Train leaders. Promote contacts with educational groups. Disseminate materials that will further the aims and Purposes of PTA. Hold conferences. Provide extension of parent-teacher services throughout the country.

For details on the responsibilities of Founders Day, see “Job Description for Founders Day.

 

Honorary Service Awards

StoreHonorary Service Awards (HSA) are available to recognize the service and dedication of both individuals and organizations. They are awarded only by unit, council, district PTA and California State PTA, and presented by PTA representatives at PTA-sponsored meetings or at functions of allied groups.

The HSA Program includes the Very Special Person Award, the Honorary Service Award, the Continuing Honorary Service Award, the Golden Oak Service Award, the Outstanding Teacher Award, the Outstanding Administrator Award, and Elected Official Honorary Service Award, and donations to the HSA Program that benefit the California State PTA Scholarships and Grants Program. A person may receive more than one of any of these awards and in any order.

Funds contributed to the HSA Program provide resources for the California Scholarship, Grant and Leadership Development Programs (Scholarships and Grants).

Individuals or organizations can make donations:

  • As a contribution;
  • To say thank you or to honor an individual for service given;
  • In tribute to a person who already has received an Honorary Lifetime Membership, Honorary Service Award, Continuing Service Award or Golden Oak Service Award;
  • In tribute to an organization or group of people for service given; or
  • In memoriam.

An acknowledgment card or certificate suitable for framing will be sent, upon request, when a minimum donation of $10.00 or more is made (Donation Form).

A person may receive more than one HSA, more than one CSA, or more than one Golden Oak Service Award, or may have more than one donation made in their name.

Responsibilities

The unit HSA chairman, with a committee appointed by the president, shall

  • Study the various types of awards, the donation amounts and the criteria for selecting honorees for specific awards.
  • Publicize to the membership that the HSA selection committee will be meeting and ask for suggestions for honorees. (A flier may be distributed requesting names and information.)
  • Meet for the specific purpose of selecting honorees. All proceedings must be kept confidential. Budget allocations must be observed.
  • Order specific awards using the order forms in the California State PTA Toolkit. Pins may be ordered at the same time. (Allow up to two weeks for delivery.)
  • Arrange for presentation of awards at a meeting as determined by the executive board and the program committee (e.g., at a Founders Day program meeting or end-of-the-year luncheon).
  • Devise an innovative way to present the award(s) using a poem, skit or other unique way to praise the honorees’ accomplishments. Be sure to mention that the donation made to the California State PTA Scholarship and Grant Program in each honoree’s name assists in the education of other individuals.
  • Arrange for families and friends of honorees to attend the presentation.
  • Give a copy of the biographical presentation to the honoree. Assign a committee member to take pictures for the honorees. Retain copies of the pictures, programs and biographies.
  • Obtain Media Release Statement signature of recipient to forward biography and photos taken at the award event to California State PTA.

     “By accepting this award and submitting biography and photograph(s) of the awards event to California State PTA, you hereby grant and assign California State PTA and its legal representatives the irrevocable and unrestricted right to use and publish for editorial, trade, advertising or any other purpose and in any manner and medium, including website and Internet promotion, all photographic, video, and digital images of you and your guests taken while in attendance at the awards event. You hereby release California State PTA and its legal representatives from all claims and liability relating to said photographs, video and digital images.”

  • Write a summary of the event and place it in the chairman’s procedure book.
  • Maintain accurate records of all awards in a permanent file.

The committee should be:

  • Appointed early in the officer’s term to allow time for planning and ordering awards.
  • Composed of different members each year.
  • Representative of the school’s community.
  • Composed of an uneven number (five is suggested).

The applicants being considered should be recognized for outstanding service to children and youth, and not necessarily for routine, assigned responsibilities or for retirement.

It is recommended that you avoid establishing a pattern such as always presenting an award to the outgoing president or retiring faculty members.

Remember to consider those who work behind the scenes, quietly and efficiently serving youth.

Very Special Person Award

The Very Special Person (VSP) Award may be given to individuals or PTA constituent organizations to recognize having contributed to the school community in a special way. This award is available by a contribution of $25.00 or more. A VSP pin (tack back) is also included (Honorary Service Award Order Form).

Honorary Service Award

An Honorary Service Award (HSA) may be given to an individual or organization in special recognition of outstanding service to children and youth. This award is available by a contribution of $40.00 in the name of the recipient. An HSA pin (tack back) is also included (Honorary Service Award Order Form).

Continuing Honorary Service Award

A Continuing Honorary Service Award (CHSA) may be given to an individual or organization in special recognition of continued service to children and youth. The recipient may or may not have received a California State PTA Honorary Service Award. This award is available by a contribution of $45.00 in the name of the recipient. A CHSA pin (tack back) is also included (Honorary Service Award Order Form).

Golden Oak Service Award

The Golden Oak Service Award is the most prestigious PTA award in California. This award may be given to an individual or organization that has made significant contributions to the welfare of children and youth in the school or community. This award is available by a contribution of $85.00 in the name of the recipient. A Golden Oak Service pin (tack back) is also included (Honorary Service Award Order Form).

Outstanding Teacher Award

The Outstanding Teacher Award may be given to a teacher in special recognition for outstanding service in positively impacting the lives and welfare of children and youth in the PTA, school, or community. This award is available by a contribution of $40.00 in the name of the recipient. An Outstanding Teacher Award pin (tack back) is also included (Honorary Service Award Order Form).

Outstanding Administrator Award

The Outstanding Administrator Award may be given to an administrator in special recognition for outstanding service in positively impacting the lives and welfare of children and youth in the PTA, school, or community. This award is available by a contribution of $40.00 in the name of the recipient. An Outstanding Administrator Award pin (tack back) is also included (Honorary Service Award Order Form).

Elected Official Honorary Service Award

This award may be given to recognize an elected official for outstanding policy work and/or legislation that positively impacts the lives of children. This award may be given at the local, state or federal level. This award is not to be used as an endorsement of any elected official, but to celebrate the work of the elected official. An award certificate and pin (tack back) is available with a contribution of $40.00 by a PTA unit, council or district in the name of the recipient. Best practice in awarding elected officials is to award 60 days or more before their name would appear on a ballot. There is not a set number of days required legally, but the further you can get from the active campaign period the better. At least 30 days is a strong recommendation. (Honorary Service Award Order Form).

Donations

Donations may be given by PTAs/PTSAs or by individuals in tribute to a person, a group or in memoriam. The donation may be made in any amount. An acknowledgment card or certificate, as requested, will be sent when a donation of $10.00 or more is made. Anyone or any group may donate to the HSA program fund; the fund is not limited to contributions by PTAs (In Memoriam or Tribute Donation Form).

Evaluate Success of the Plan

A final evaluation report should include (Evaluation Form):

  • Problem statement;
  • Summary of the action plan;
  • Changes effected relative to the identified concern; by whom;
  • Type and extent of school and community involvement;
  • Budget and actual dollars spent;
  • Project completion (On time? Within budget?);
  • Continuing action needed;
  • Continuing action planned; and
  • A final report presented to the PTA executive board and general membership.

Develop an Action Plan

Purpose of Plan

Explore alternate solutions to identified problem(s).

Open informal communication among various community groups.

Share information and resources and avoid duplication of efforts.

Ensure that program improvement and changes are relevant to the community.

Steps to Follow

Consider the probable community response.

  • Is the political climate receptive to improvements in this area?
  • Have there been previous efforts?
  • What is the general community’s attitude toward this problem?

Identify influential leaders to be involved. Make sure the group is balanced and no special interests dominate. Ensure that participant’s time and talents are utilized effectively. Consider representatives from the following groups:

  • Parents of preschool and school-aged children;
  • Students, teachers and school administrators;
  • School board members;
  • Media representatives;
  • Professionals in the field, such as health, welfare, social services;
  • Key people from public and private agencies serving children and families;
  • Business and civic leaders;
  • City, county and/or state officials;
  • Representatives from the religious community; and
  • Community volunteers and other interested persons.

Set specifics of initial meeting:

  • Date, time, place;
  • Identify chairman and secretary;
  • Establish meeting format and agenda; and
  • Assign hospitality responsibilities including coffee/tea/sodas, name tags, and sign-in sheet.

Prepare and send letters of invitation to potential participants. Include the following in letters:

  • Meeting purpose;
  • Invitation to participate;
  • Date, time, place and directions;
  • Due date and contact person for response;
  • Preliminary agenda; and
  • List of invited participants.

At the meeting:

  • Review identified problems/leadership needs/goals;
  • Determine whether any existing school and/or community programs deal with the problem;
  • Analyze existing beliefs, attitudes, circumstances, etc., in the community regarding the problem;
  • Determine what changes could cause things to be different (e.g., beliefs, attitudes, circumstances, laws, time, money);
  • Develop a tentative action plan;
  • Brainstorm ideas;
  • Prioritize action (may include immediate and future action);
  • Examine obstacles to plan implementation;
  • Decide whether ideas presented are feasible;
  • Identify available group resources (e.g., people, enthusiasm, dollars);
  • Identify obstacles that will prevent effective action;
  • Remove obstacles and/or develop alternatives for each part of the plan;
  • Determine if additional information is needed;
  • If necessary, schedule another meeting in order to obtain additional information;
  • If any obstacle cannot be removed, select an alternative action; and
  • Assess alternatives for potential obstacles.

Develop a final action plan (Final Action Plan):

  • List all steps needed to carry out the plan;
  • Identify the person responsible for each step;
  • Establish the time frame for each step;
  • Identify budget needs including amount and sources;
  • Obtain necessary approvals;
  • Obtain letters of support from appropriate community individuals, organizations and agencies if outside funding is required;
  • Identify evaluation method for each step;
  • Set date for project completion and final evaluation; and
  • Determine whether the agreed-upon goals and objectives are met.

Take the action plan to the PTA board and general membership for final approval.

Implement the Action Plan

Through the evaluation process, show to what extent the group can be a viable community force.

Purpose

  • To ensure the action plan is being implemented.
  • To make modifications to the plan, if evaluation data indicates changes are needed.

Steps to Follow

Monitor progress of the action plan through regular reports.

Modify the action plan as necessary. Be flexible.

At a meeting of the group, review:

  • Action taken;
  • Time and funds spent;
  • Difficulties encountered;
  • Successful experiences; and
  • Unmet objectives.

Recommended Actions

Prepare a needs assessment worksheet including the name of the PTA, the school, and the identified concern in appropriate places (Needs Assessment Worksheet).

Determine who is to receive the needs assessment form, how it is to be distributed and the due date for the return. Determine method of follow-up.

Survey appropriate agencies to obtain statistics on the identified concern. This can be done by making personal contacts or by sending a cover letter and the needs assessment form to some or all of the people and agencies listed below.

  • School personnel;
  • Private and church-related programs;
  • Chamber of Commerce and major employers;
  • Local, county, state, federal departments of health, education, probation and social services;
  • Libraries;
  • Professional and volunteer agencies; and
  • Community organizations.

Obtain statistics reflecting the community’s ethnic and socioeconomic background. Information may be obtained from the school district office and will be necessary if the PTA will apply for a grant to fund this project.

Evaluate information received. Review all data and compile the responses to the questions on the needs assessment form. Determine whether the school and community concur with the identified concern and believe that a problem exists.

If it is determined that a problem exists, the information gathered will be a basis for the formulation of a community action plan. If it is determined that a problem does not exist or is not of concern to the school and community, it is best not to invest time and money in seeking solutions.

Prepare a final report that includes the following information:

  • Reason for the study;
  • Statistics that note the numbers by age, socio-economic status, ethnic background, or religious affiliation;
  • Community responses;
  • Professional resource people interviewed and their responses;
  • Other resources used, such as periodicals, books, films, and surveys; and
  • Findings that indicate whether a problem exists that requires further action.

As a courtesy, distribute the report to those who participated in the survey. It will compensate them for their cooperation and will raise the level of awareness within the community.

Use the report as a tool in developing and implementing a plan of action. A Sample Agenda for Needs Assessment (Fig. P-2) for a meeting to discuss the findings follows.

SAMPLE AGENDA FOR NEEDS ASSESSMENT

CHAIRMAN
Welcome
Introduction of facilitator, recorder, secretary, group members (invited participants)
Explain roles of those introduced

FACILITATOR
Facilitator conducts balance of meeting, and chairman becomes a group member.

Discuss needs assessment

Define the problem

  1. brainstorm ideas
  2. prioritize ideas
  3. develop problem statement(s)

Develop solutions

  1. brainstorm ideas
  2. prioritize ideas
  3. develop solution statement(s)

Develop a tentative action plan

  1. brainstorm ideas
  2. prioritize ideas
  3. examine possible obstacles to plan implementation
  4. develop ways to remove any obstacles OR develop alternative plans

Develop final action plan that includes

  1. all components (parts of the plan)
  2. individual assignments
  3. time frame
  4. budget needs
  5. evaluation method
  6. date for final evaluation

If unable to complete the agenda in the allotted time, set date, time and place for another meeting. At the next meeting, review any statements agreed to at the prior meeting and complete the rest of the agenda. Allow time for discussion of additional information obtained between meetings.

Figure P-2