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Changes in Association Status

To ensure all requirements of a 501(c)(3) nonprofit organization are met, a unit must notify the district PTA president of any proposed change in association status at least 60 days before the unit votes to make such change. Inasmuch as a change of status represents amending the association bylaws, a 30-day written advance notice is required to all PTA members. The proposed change of status requires a two-thirds (2/3) vote of its members recorded in the minutes. It is the responsibility of the district PTA president to know the status of every unit within the district PTA and give information and advice on the procedures to be followed. Specific PTA procedures are outlined in the California State PTA Advanced Leadership Tools, which is available to council and district PTAs.

Changing Name: When an association votes to change its name or the school district changes the school’s name, the district PTA must send a Change of Status Form and an amended set of bylaws to the California State PTA parliamentarian for approval. Upon approval, the Change of Status Form will be sent to the state office. At the next meeting of the California State PTA Board of Managers, the change will be presented for approval. A charter with the new name will be sent without charge.

Becoming a PTA/PTSA: When a PTA votes to become a PTSA, the district PTA must send a Change of Status Form and an amended set of bylaws to the California State PTA parliamentarian for approval. Upon approval, the Change of Status Form will be sent to the state office. At the next meeting of the California State PTA Board of Managers, the change will be presented for approval. A charter with the new name will be sent without charge.

When the bylaws are changed making the unit a PTSA, the California State PTA recommends that provision be made for at least one position on the executive board to be filled by a student.

The unit bylaws should be reviewed for further information – amendments, officers, election of the nominating committee, and elections. It is strongly recommended that the entire set of bylaws – each article and section – be reviewed.

roster of officers: A listing of all unit, council, and district PTA officers’ names and contact information that is submitted through channels to the California State PTA.

The district PTA is responsible for postmarking or delivering unit and council PTA official paperwork by the California State PTA due dates.

Dividing: When one PTA is serving two or more public schools and wishes to organize a unit in each school, the members may vote to divide into two or more associations. Consideration of a division should be undertaken only in consultation with the principals of the schools involved, the council president (if in council), and the district PTA president. Decisions need to be made regarding unit names, division of assets, chartering, etc. The district PTA must send the Change of Status Form and an amended set of bylaws to the California State PTA parliamentarian for approval. Upon approval, the Change of Status Form will be sent to the state office.

Combining: There may be a number of reasons for combining associations, such as the closing of one school or duplication of activities. Consideration should occur only in consultation with the principals of the schools involved, the council president (if in council), and the district PTA president. Decisions will need to be made on name of the unit, funds in unit treasuries, bylaws, officers, etc. The district PTA must send the Change of Status Form and an amended set of bylaws to the California State PTA parliamentarian for approval. Upon approval, the Change of Status Form will be sent to the state office.

Transferring: When a school district reorganization or boundary change has become effective, it may be necessary for a PTA to transfer from one district PTA to another. The unit should report this change in writing to its present council (if in council) and district PTA, with a copy to the state office. The district PTAs involved will use procedures outlined in the Advanced Leadership Tools to complete the transfer. Other reasons for transferring should be considered in consultation with the council president (if in council) and the district PTA president. The district PTA must send the Change of Status Form and an amended set of bylaws to the California State PTA parliamentarian for approval. Upon approval, the Change of Status Form will be sent to the state office.

Disbanding: Disbanding a unit PTA is of concern to all its members and the community; therefore, steps should be taken to ensure that all will have an opportunity to express their opinions and to allow members to vote whether or not to disband. The district and council PTA president must be notified immediately of any proposal to disband at least 60 days before the vote to disband is taken. Many times, outside help and guidance will give necessary assistance and new direction. Should disbanding be the only alternative, certain procedures must be followed to protect the members and comply with federal nonprofit 501(c)(3) regulations, including meeting notice requirements.

The district PTA is responsible for organizing and disbanding units and must be included in disbanding deliberations.

The decision to disband is significant and requires at least two meetings. All concerns should be discussed at a regular or special PTA meeting with a quorum present. All members, including administrators and teachers, must be notified at least thirty (30) days in advance, following the notice requirements of the bylaws, and district PTA representatives shall be present for counseling and guidance and to address the association immediately preceding any vote to answer final questions or concerns.

After discussion, a committee should be appointed which includes representatives of the district PTA to carry out necessary procedures. These would include preparation of recommendations to be brought to a subsequent meeting of the membership for vote. Members must vote on proper disposition of property and funds of the organization prior to the vote to disband as a constituent organization. If the vote to disband is adopted by the membership, the disbursement of all assets must be handled to comply with the 501(c)(3) requirements as detailed in the bylaws.

Each PTA’s bylaws, as a basic policy, provide that the assets of the PTA be used for one or more of the educational purposes for which they were collected and not be given to individuals.

When a unit votes to disband the unit shall surrender immediately all legal documents, financial and historical records, and all assets, including property to the California State PTA or other PTA organized under the authority of the California State PTA bylaws. The district PTA may hold funds and property of the disbanded unit in trust for a period not to exceed two years. The district PTA will file the change of Status-Disband Form with the state office.

Your PTA was a separate, legal entity with no affiliation to any new or existing group that may form or exist at your site. Therefore upon disbanding, the following came in effect:

  • All necessary documents and communication materials via website (PTA or school), newsgroup, etc. must be updated to remove reference to the name PTA. For example, the PTA End of the Year party needs to be announced as the End of the Year party.
  • Any events, activities, functions from the moment of the vote to disband and going forward are no longer covered under the PTA insurance, even those which may be funded from the PTA proceeds.
  • The PTA’s tax ID number (EIN) may no longer be used.
  • Activity with the former PTA’s bank account must cease. No checks should be issued and signed or cash withdrawals be made from the PTA account. Deposits may be made for any checks issued to the PTA.

Charter Withdrawal: The bylaws of the California State PTA provide for the withdrawal of the charter of a PTA for nonpayment of dues and/or insurance premiums. The unit will be notified in writing by January 15 if these required payments are delinquent. If dues and/or insurance premiums are still not paid by March 31, the unit charter will be withdrawn by vote of the California State PTA Board of Managers at its next meeting.

The bylaws also provide for the withdrawal of the unit charter if that unit is not in good standing for other reasons, such as: (a) fewer than 15 members; (b) vacant president, secretary, or treasurer positions; (c) violations of policies, procedures or other sections of the bylaws; and (d) failure to comply with the legal filing requirements of federal or state government agencies for three consecutive filing periods.

Failure to comply with the legal filing requirements of federal and/or state government agencies for a third consecutive filing period results in automatic revocation of tax-exempt status and automatic withdrawal of the unit/council/district charter.

When there are alleged violations that may be subjective in nature, such as those involving policy and/or not following proper financial procedures, the district PTA or the California State PTA grievance committee may be charged with determining the facts and recommending a solution that may include withdrawing the PTA’s charter.

Upon the withdrawal of the charter, the California State PTA has the right to collect and transfer funds, including funds deposited by the unit with a financial institution over which the unit or its officers have or had signature authority or control. The unit shall immediately surrender all records, assets, and property to the district PTA. Property will be held in suspense for a period of two years. Each local association shall, upon withdrawal of its charter by the California State PTA, immediately cease and desist from any further use of the association’s Internal Revenue Service Employer Identification Number (EIN) as a constituent organization under the group exemption number issued to the California State PTA. The California State PTA will file notice with the IRS that the unit is no longer a constituent organization.

In all cases, the unit shall be notified in writing at least 15 days before the charter withdrawal is to come before the California State PTA Board of Managers for action.

UPDATES

2023 Updates

ADVOCACY

Resolutions

  • Resolution: Ballot propositions (initiatives); adopted 1999 – Deemed Relevant
  • Resolution: Lowering the 2/3 vote requirement on school and library bonds, adopted 1999 – Deemed Relevant
  • Resolution: Property tax limitation, adopted 1978 – Deemed Relevant
  • Resolution: State tax reform; adopted 1991 – Deemed Relevant

2022 Updates

ADVOCACY

Resolutions

  • Education Funding Crisis Moved to Historical File
  • Educational Testing and Test Scores Deemed Relevant
  • Educationally Handicapped Children Moved to Historical File
  • Credentialing Requirement: Parent/Family Involvement Component Deemed Relevant
  • Post Proposition 13 Funding of Public Education Deemed Relevant
  • Self-Esteem and Personal and Social Responsibility Awareness Deemed Relevant
  • NEW: Plant Based Food Options at School Meals

Position Statements

  • Family Planning Deemed Relevant with Minor Editorial Correction
  • Family Engagement in Credentialing Programs Deemed Relevant
  • Arts in Education Deemed Relevant
  • Basic Education Deemed Relevant
  • Education: The Early Years, Ages Three to Six Deemed Relevant with Amendments
  • Freedom to Learn Deemed Relevant
  • Accountability Systems: Statewide, Federal and Local Deemed Relevant
  • Assessment and Testing Deemed Relevant
  • Comprehensive Community Schools with Integrated Services Deemed Relevant with Amendments
  • Education: The High School Years Ages 14-18 Deemed Relevant with Amendments
  • Family Responsibility and Accountability Deemed Relevant with Amendments
  • NEW: COVID-19

Legislation Platform and Planks

  • New and Revised Legislation Planks as Adopted by the Annual Convention Delegates April 2022

 2021 Updates

ADVOCACY

Resolutions

New

  • Teaching Hard History: American Slavery in K-12 Education

Position Statements

New

  • Distance Learning
  • Grief-Sensitive Schools: Building Healthy Coping Skills

Position Statements

Revised

  • Vaccinations
  • Minor Consent for Health Care
  • Missing and Exploited Children
  • Safe School Environment
  • Status Offenders
  • Student Participation in Public Demonstrations
  • Credentialed School Personnel
  • Charter Schools
  • Education: Higher Education
  • School-to-Career Technical Education
  • Environmental Health and Environmental Education

Various additional resolutions and position statements were reviewed and deemed relevant.

FINANCE

  • Amended Audit Report form
  • Amended Fiduciary Agreement form
  • Amended “Request for Advance” section

FORMS

  • Updated PTA Unit/Council Spotlight Award Form

KNOW THE PTA

  • Updated California State PTA Bylaws

2020 Updates

ADVOCACY

  • Revised “Election Campaigns” Section
  • Revised Legislation Platform
  • Revised Position Statements
  • Revised List of Resolutions
  • Revised Resolutions Book
  • New Position Statement “Voting”
  • Revised Resolutions section

FINANCE

  • Revised Audit Report
  • Revised Audit Checklist
  • Revised “Gross Receipts” Section
  • Multiple Revisions from “Signs of Good Financial Procedures” through “Standards for PTA Fundraising”
  • Multiple Revisions from “Selecting Appropriate Fundraising Activities” through “Glossary”

FORMS

  • Revised Conflict/Whistleblower Form Annual Questionnaire
  • Revised Audit Report

PROGRAMS

  • Revised Due Dates for Program Grants and Continuing Education Scholarships
  • Eliminated School Nurses Continuing Education Scholarship
  • Revised School Staff Continuing Education Scholarship
  • New Application Forms for All Continuing Education Scholarships, Program Grants and Graduating High School Senior Scholarships
  • Revised School Smarts section

School Closure

Adopted March 1980 – Reviewed and deemed relevant February 2023 – Education Commission

California State PTA believes that while school closure is sometimes a necessity to decrease school district problems due to declining enrollment and financial constraints, and is often viewed negatively, it can be an opportunity to improve the quality of education. The real acceptance and success of school closure depends upon demonstrated need, positive attitudes and total involvement of the community. In considering school closure, PTA supports:

  • Early and ongoing involvement of all those affected – parents, students, teachers, administrators, staff, board of education, and community;
  • Appointment of a broadly representative committee that is charged with making a study that includes alternatives and making recommendations within a specific time period;
  • Making all committee meetings open to the public;
  • Use of a clear and defined plan of action;
  • The concept of a districtwide facilities master plan;
  • Formation of goals and objectives that meet Education Code requirements and student needs, and give highest priority to maintenance or improvement of a quality program for every student;
  • Wide use of informational meetings and media coverage;
  • Specific efforts to overcome negative attitudes and resistance to change;
  • Decisions based on elements that include: location of students; amount of disruption; enrollment projections and housing trends; cultural, socio-economic and ethnic balance; safety; transportation; and facilities—size, quality, type, community use, and operating and closing costs;
  • Acceptance of the legal authority of the school board to make the final decision;
  • Inclusion in the school board’s report of its final decision, the rationale for the assignment of students and personnel, and a plan for community involvement to facilitate a smooth transition;
  • A plan assuring community involvement in recommending priorities to the school board for future re-use, redevelopment or disposition of closed sites; and
  • Acceptance of the ongoing need for long-range planning.

Through involvement in the community, unit, council and district PTAs can play an important role in achieving understanding of issues in school closure and in building public acceptance for action taken. PTA can provide leadership by attending meetings of school boards, talking with school administrators and parents about the needs of students, and being available to serve on committees.

Reduced Class Size in Grades TK-3

Adopted July 1996 – Revised April 2018 – Education Commission

California State PTA recognizes the importance of successful academic and personal development of children in the primary grades. California State PTA has consistently and strongly supported reducing the number of students in each California classroom, especially in kindergarten through 3rd grade. California State PTA believes that – whenever possible – TK-3 class sizes of 20 or less improve the overall development and education of students.

A substantial body of evidence* shows the value of maintaining small class sizes:

  • Smaller class size, particularly in the early grades, is one of the few educational strategies shown to increase learning and narrow the achievement gap;
  • Smaller class size effects seem to be largest when
  • introduced in the earliest grades, and
  • for students from less advantaged communities or family backgrounds;
  • Smaller classes have been found to have a positive impact on school climate, student social-emotional growth, safety and suspension rates, parent engagement, and teacher attrition; and
  • Teachers with smaller class sizes experience better working conditions and have a better chance to succeed.

California State PTA further believes that the benefits of reducing class sizes are optimized when schools also provide:

  • A separate physical area to accommodate each group of children and the assigned certificated teacher;
  • Flexibility in class structure that may include combination classes (K-1, 1-2, etc.) yet always considering the academic and developmental needs of each student when making placements;
  • Assignment of properly credentialed teachers who are well trained in teaching techniques required to teach the early childhood/primary grade levels and on best practices for small group instruction; and
  • A firm funding commitment to make reduced class size an ongoing priority.

State law in California currently sets a maximum class size of 30 in the early grades but also provides a financial incentive, within the Local Control Funding Formula (LCFF), to encourage local district to set a maximum class size of 24. California State PTA fully supports LCFF and local flexibility but urges all parties to stay committed to reducing class size.

Keeping class sizes in grades K-3 to 20 or fewer must be a continuing goal of the state even as each district decides what is possible within the constraints of: (1) financing available, (2) the need to meet all essential goals of the school district operations, and (3) the relative priority of class size, salaries, and instructional hours. All concerned parties, including parents, teachers and district officials, should work together whenever possible to identify and obtain funding for purposes of reducing class sizes.

California State PTA recognizes the financial obligation that reducing class size places on school districts and on taxpayers of the state of California. California State PTA strongly believes the people of California understand the importance of investing in children and public education, and therefore will be supportive of this use of education funds.

*The Center for Public Education reviewed 19 class size reduction studies.

 

Public School Employer-Employee Negotiations

Adopted March 1974 – Reviewed and deemed relevant May 2021 – Education Commission

California State PTA recognizes that public school employer-employee collective bargaining is mandated by law and that negotiations greatly influence education. As mandated by law, the bargaining parties are required to make public their positions. These details must be provided to the public at the beginning of the process. PTA has the responsibility to become knowledgeable and to inform the public about the proposed contract and any proposed changes through the negotiations. As PTA is an organization whose membership is composed of parents, teachers, students, school district employees, school board members and concerned community members, PTA must remain neutral in a dispute arising from school employer-employee negotiations.

California State PTA believes:

  • All school employees are entitled to the benefits of fair employment practices including due process, optimum working conditions and adequate salaries and benefits;
  • Locally-elected school boards, as representatives of the people, have legal responsibility for decision-making;
  • Local school boards and school employee organizations should be accountable to the public for the terms of the contract and the fiscal impact on the instructional program; and
  • Full disclosure of the final contract should be made available to the public and fiscal impact of the contract should be discussed at a public hearing before the final vote of the school board.

California State PTA supports:

  • The adoption of policies by local school boards that provide full opportunity for the public to express its views on the issues to be negotiated; and
  • The right of school employees, through their organizations, to meet and negotiate in good faith with public school employers to reach written agreement on those matters within the scope of bargaining according to state law. (Included in scope is the requirement that the local district peer assistance review process will be negotiated in the contract according to AB 2X, Statutes of 1999.)

The PTA has a responsibility to:

  • Study and become informed early in the process about the proposed contracts and the fiscal implications and to analyze the effect on the students and the programs in the district;
  • Inform all parties if any issue being negotiated either is consistent with or differs with adopted California State PTA position statements;
  • Encourage all parties to work cooperatively to develop procedures to ensure that classrooms and students are not used for propaganda purposes;
  • Remain neutral in the event of a dispute††;
  • Continue with normal PTA activities in the event of a dispute; and
  • Inform parents and community members about proposed contracts and encourage other school-based and community organizations to study proposed contracts.

(The above statement is a policy of the PTA as an organization, and is in no way intended as an infringement on the activities of its members acting as individuals.)

Scope of bargaining – The law defines “scope,” as a broad range of issues and subjects that either party may or may not introduce for negotiation. Scope is a crucial, dynamic, and frequently litigated area.

†† Dispute – a verbal controversy, a controversy, a debate, or quarrel on any issue under discussion.

Collective Bargaining

The following “walks” PTA leadership through the collective bargaining process and further provides a step-by-step guide for appropriate PTA activities.

A Checklist for Parents on the Role of Collective Bargaining in Public Education

What role can your PTA/PTSA assume when your local school board and teachers begin to negotiate a contract?

The most important thing your unit, council or district PTA can do is advocate for all children. The members can do this by:

  • Studying the contract proposals and analyzing the effect on the students in the district.
  • Asking the local school board and the local bargaining units: “What effect will this proposed contract have on all children?”
  • Working with all education stakeholders to secure adequate school funding.

The PTA does not advocate the inclusion or exclusion of certain items in the proposed contract. However, PTA members should be knowledgeable and aware of the effects of the proposed contract provisions on students.

Some questions PTA members should ask include

  • Are the implications of the provisions upon the budget/financial resources of the school district understood by all negotiators and the community?
  • If a contract dispute should arise, would an arbitrator’s interpretation of a provision have an adverse effect on the best interests of students?
  • How will this proposed contract affect other school district employees?
  • If the language of a provision is unclear, what is its history? Ask questions from both sides.

PTA unit/council/district PTAs should be aware of the progress of the negotiations, should publicize proposed changes as they are announced, and should give input appropriately to ensure all contract provisions place the interests of the students first.

A check list of items all parents should keep in mind when studying the contract proposals:

Guidelines for Class Size
Does the contract allow
–  adequate student/teacher ratio for individual instruction?
–  adjustments to meet unanticipated needs?
–  flexibility for needed curriculum adjustments or needed education innovations?

Maintenance of Standards
Does the contract allow
–  new programs and changes in scheduling and curriculum offerings to occur during the contract period?

Workday and Workload
Does the contract make provisions for
–  assistance to students before and after classroom hours?
–  staff development and orientation opportunities?
–  staff attendance at evening meetings and student activities?
–  lesson preparation time for appropriate personnel?
–  flexibility to allow for creative and innovative strategies in the classroom?
–  a definition of professional duties?

Conference Time
Does the contract permit and encourage
–  reasonable periods of time for teachers and administrators to confer with parents and students at hours convenient for working parents?
–  reasonable periods of time for meetings among school staff to promote collegiality and better understanding of students’ needs?

Extracurricular Activities
Does the contract provide
–  stipends or incentives for supervision of students participating in extracurricular activities such as sport, drama, music, school newspapers, etc.?

Release Time for Teachers
Does the contract provide
–  unpaid leave for teachers who wish to improve their teaching skills?
–  adequate classroom supervision by certificated personnel when the regularly scheduled teacher is absent from the classroom?

Guidelines for PTAs Regarding Public School Employer-Employee Negotiations

California State PTA strongly urges all unit, council and district PTAs to closely monitor their respective school boards’ compliance with the Public Notice section of the Employer-Employee Relations Act. Unless a PTA does so, it will jeopardize its ability to make meaningful, timely comments about the initial and subsequent proposals under negotiation.

Contract Study Committee

PTA has a responsibility to become knowledgeable and to inform the public about proposed contracts. To fulfill this responsibility, the following steps should be taken:

1.  Form a PTA study committee including representation from all PTA units within the school district. School district employees should not serve on this study committee because they have the opportunity to express their views through their respective bargaining units.
Please Note: Where a council or district PTA relates directly to a school district, the said council or district PTA should appoint the study committee. Where a group of units or councils relates to a school district, the units or councils should appoint members to serve on a study committee.

2.  The PTA criterion for any study, including collective bargaining issues, must be, “WHAT WILL BE THE EFFECT ON ALL CHILDREN?”

3.  Encourage other school-based and community organizations to make their own studies of the proposed contract(s).

4.  Study the current contract, the school district budget, initial contract proposals and subsequent proposals from the school board and employees’ organization.

a.  Adequate lead time is essential for any group beginning to study collective bargaining proposals since several key documents should be reviewed first. The committee must react to contract issues from a position of knowledge about the current fiscal condition of the school district, and how the current agreement affects the education of students.

b.  Documents to be studied:

(1)    THE BUDGET — A thorough briefing on the current year’s budget is essential to understand a school district’s financial condition and how funds are being allocated. This information should be presented by school district financial staff members in a clearly understandable format. (See Resource List, EdSource.)

(2)   THE CURRENT CONTRACT — Almost all school districts have an existing contract with each employee bargaining unit. While it may seem to be a complex task, it is important that time be allowed for the committee to become familiar with and knowledgeable about the current contract language. Particular attention should be paid to the interests of parents and students in the current contract.

(3)   INITIAL CONTRACT PROPOSALS — When each bargaining unit’s new contract is to be negotiated, the initial proposals should be obtained from the employee group and the school district. Representatives from management and the employee groups should be invited to give their interpretations of the proposals. The language should be clear in its intent and the committee should ask, “WHAT WILL BE THE EFFECT ON ALL CHILDREN?”
The school board must allow time for the community to study and then comment on the board’s initial proposals before adopting them as the board’s negotiating position. The PTA should find out what the school board’s time frame is for this process.

(4)   SUBSEQUENT PROPOSALS — The study committee should continue to monitor the negotiating process for the introduction of new subjects arising after the presentation of initial proposals. These subsequent proposals must be made public within 24 hours after their introduction.

5.  If any questions or concerns arise from the study of the initial or subsequent proposals, those questions or concerns should be communicated to the group that originated those proposals.

6.  Report results of the study with any recommended action(s) to the PTA membership. Recommendations might include comments to be made to the school board and/or comments to be made to the bargaining unit. Such comments must be made within the framework of California State PTA policies and positions.

7.  Follow the reporting and communicating procedures through the negotiations process.

8.  Study information published by your local media.

Employer-Employee Relations Act
Article 8. Public Notice

3547. Public meetings; public records

(a)   All initial proposals of exclusive representatives and of public school employers, which relate to matters within the scope of representation, shall be presented at a public meeting of the public school employer and thereafter shall be public records.

(b)   Meeting and negotiating shall not take place on any proposal until a reasonable time has elapsed after the submission of the proposal to enable the public to become informed and the public has the opportunity to express itself regarding the proposal at a meeting of the public school employer.

(c)   After the public has had the opportunity to express itself, the public school employer shall, at a meeting which is open to the public, adopt its initial proposal.

(d)   New subjects of meeting and negotiating arising after the presentation of initial proposals shall be made public within 24 hours. If a vote is taken on such subject by the public school employer, the vote thereon by each member shall also be made public within 24 hours.

(e)   The board may adopt regulations for the purpose of implementing this section, which are consistent with the intent of the section; namely that the public be informed of the issues that are being negotiated upon and have full opportunity to express their views on the issues to the public school employer, and to know of the positions of their elected representatives.

California Government Code (as of January 1990)

The Collective Bargaining Agreement

Current law requires the following:

Before a public school employer enters into a written agreement with an exclusive representative covering matters within the scope of representation, the major provisions of the agreement, including, but not limited to, the costs that would be incurred by the public school employer under the agreement for the current and subsequent fiscal years, shall be disclosed at a public meeting of the public school employer in a format established for this purpose by the Superintendent of Public Instruction.

California Government Code Section 3547.5

One of the recommendations from the State Superintendent of Public Instruction to school boards for implementation of this law is that the board:

Make available to the public a copy of the proposed agreement prior to the day of the public meeting; the number of days the agreement should be made available to the public is determined locally.

California State PTA strongly recommends that unit, council and district PTAs request their respective school boards to adopt a policy that includes a minimum of ten days as the “number of days the agreement should be made available to the public….” The policy also should require the board to set time aside for public comment before entering into the written agreement.

California State PTA urges unit, council and district PTAs to study the proposed agreement and make appropriate comments. Such comments must be made within the framework of California State PTA policies and positions.

Sample Letter to the School Board, Superintendent and Bargaining Unit President

ORGANIZATION TITLE AND ADDRESS
(May be home address of PTA president)

Date

TO:            _______, President,
Board of Trustees
_______ School District
_______ President, _______ Association

FROM:    _______ PTA (Council or District PTA) President

SUBJECT: Negotiation

The _______ PTA has carefully reviewed the California State PTA’s Toolkit information on negotiations. _______ PTA will follow these guidelines. Accordingly, we shall remain neutral during negotiations. We recognize that at times negotiations can be very difficult and time consuming for the school district and the employee association. We know you can appreciate the awkward situation labor negotiations can create for PTA president and PTA executive board members. To ensure compliance with the California State PTA policy of neutrality, PTA members will not attend separate meetings with either school district or employee association representatives. It would be appropriate for PTA to invite the school district superintendent or representative, a representative of the district employee association to discuss negotiations at a PTA board association meeting, but both sides must be represented at that time. PTA will not distribute information provided by either side, but may choose to distribute information PTA has prepared. The _______ PTA will continue its regularly scheduled meeting on the school or district sites, and its regular schedule of volunteer programs.

If you have any questions, I’d be happy to discuss our position of neutrality or any of the above-mentioned matters with you.

Sincerely,

__________________________________________
PTA President (Council or District PTA)

Public Involvement in Collective Bargaining Process

When local school boards and employee groups meet at the negotiating table, the decisions made are of great importance to the quality of education provided for students. Parents and concerned community members have realized that negotiations by school employee groups such as those representing teachers, school office personnel, aides, custodians and cafeteria personnel greatly influence events in the classroom and have an impact on the overall cost of education.

It is essential that public input into this process be based on knowledge of the operations of the local school district. It is only in this way the public can become a valid part of the process and present viewpoints pertinent to the current contract or proposals, while consistently advocating positions that support a high standard of education for students in the classroom.

California State PTA has prepared this paper to assist its membership to better understand the dynamic role collective bargaining plays in education.

I.   What Is Collective Bargaining?*

Collective bargaining is a labor relations process developed in the private sector which recognizes the historical conflict between management interests such as profits and the interests of workers such as salaries and working conditions. In the collective bargaining process, the representatives of labor and management present each other with demands—proposals—and proceed to compromise their divergent viewpoints—negotiate—until a written settlement—contract—is reached. Traditionally, private sector negotiations are conducted in private meetings of the two parties and often lead to an adversarial relationship.

II.   Why Is There Collective Bargaining In Public Education?

The momentum for collective bargaining in public education increased during the late 1960s as teachers and other school employees felt they could not achieve desired economic benefits and acceptable working conditions as long as school boards, represented by superintendents, retained unilateral decision-making authority on these issues. More than 40 states now have collective bargaining laws.

III.   What Is The Education Employment Relations Act?

The EDUCATION EMPLOYMENT RELATIONS ACT (EERA) provides that negotiations “shall” occur between school boards and their employee groups and negotiations “shall” be limited in scope to matters relating to wages, hours of employment, and other terms and conditions of employment. The process for establishing collective bargaining was initially spelled out in Senate Bill 160, the Educational Employment Relations Act of 1976 authored by Senator Al Rodda.

*Refer to Contents of a Typical Teachers Contract and GLOSSARY on collective bargaining terminology.

There are also subjects upon which the employer is only required to consult with the employee organization, e.g., definition of educational objectives, determination of course content and curriculum, and selection of textbooks. The school board may expand these topics as it wishes although none of the items for consultation has to be included in the contract.

In reality, however, the exact definition of scope is unclear and is one of the most controversial areas in negotiations. A regulatory body established by EERA—the Public Employment Relations Board (PERB)—is constantly called upon to settle disputes dealing with scope as well as carry out the many other duties with which the PERB has been charged.

IV.   How Does Collective Bargaining Affect Education?

The negotiated contract becomes the instrument for school district governance on each provision that has been negotiated into the signed contract. Therefore, the contract has potential implications for everything which occurs in the classrooms of that school district since issues dealing with class size, hours of employment, teacher transfer policies, procedures for employee evaluation as well as wages and fringe benefits all have an impact on the quality of education.

V.   Why Should The Public Be Involved?

The community has a high stake in its public education system and, therefore, should be equally concerned about the negotiations which result in the final contract. While negotiations are usually conducted in private meetings between representatives of the school district and the employee group, the public must study the issues, evaluate their impact on the educational system, and know how the collective bargaining process works and how the public can fit into the process.

If a representative system of government such as ours—one in which school boards are elected to represent the public viewpoint—is to work, people must have the ability to:

  1. Elect their representatives;
  2. Influence those they elect;
  3. Hold those officials accountable.

VI.   How is the Public Provided For in EERA?

When EERA was passed, it included a very important section which provides for public access to the collective bargaining process. Called the “sunshine” clause, it mandates that all initial proposals of any contract negotiations between the employee group and the school district shall be presented at a public meeting of the board of education and that a “reasonable” time shall elapse to allow for public input before negotiations start. Since PERB has mandated all boards of education adopt a public notice policy, PTA members should become knowledgeable about their school district public notice policy and ensure that it specifies:

  1. How the district will make the public aware of the issues;
  2. When the public can speak to each set of proposals;
  3. How the public may speak to the issues.

VII.   How Does the Public Speak to the Issues?

According to EERA, any person or representative group may comment on the issues to be negotiated or on the contract itself at any meeting of the board of education. The PTA does not advocate the inclusion or exclusion of certain clauses in the contract. PTA members should ask, however, that each clause be analyzed to determine “WHAT EFFECT THIS WILL HAVE ON ALL CHILDREN.”

When feasible, PTA involvement in the collective bargaining process should be through a Public Notice Sunshine Committee. This approach will allow the PTA organization to maintain its neutral position regarding any dispute(s) that may arise, and will preclude offending any one segment of PTA membership.

Contents of a Typical Teachers Contract (EdSource, March 1999)

Compensation: cost-of-living adjustment, salary schedule, pay for specific duties (department chair, coach), minimum teacher salaries; expenses, travel reimbursement, tuition reimbursement; mentor teacher selection process

Benefits: health and welfare premiums, specific plans offered, retiree benefits

Hours: length of work day, school year, student year, calendar (holidays, vacations), minimum days, preparation periods, lunch

Leaves: bereavement, pregnancy, child rearing, religious, sick leave, disability, sabbatical, personal need/necessity, jury duty, military, industrial accident/illness, catastrophic illness

Retirement: early retirement, benefits

Nondiscrimination Job Assignment: assignment, promotion, transfer, reassignment

Class size and case loads: pupils per teacher, students per counselor, number of teaching periods, instructional aides

Safety Conditions

Evaluation: procedures and remediation
Grievance: procedures, appeal process, mediation, arbitration
Discipline: procedures and criteria

Layoff and Reemployment

Organizational Security: payroll deduction of union dues (“agency fee”), maintenance of membership, fair share fees, union rights

Work Stoppage: “no-strikes” clause
Contract: duration, reopeners
Savings Clause: contract in effect if portion invalidated by court, Legislature

Management Rights

Consultation: topics, procedures

Glossary

* AGENCY SHOP – A requirement, usually contained in a negotiated agreement, that all employees in a bargaining entity pay a fee, (often called a “fair share” or “service” fee) covering the cost of representation to the employee organization which is the exclusive representative of the entity.

* AGREEMENT – A written negotiated contract between the employer and the recognized exclusive representative of employees in a bargaining entity that sets out conditions of employment (wages, hours, fringe benefits, etc.) for a stated period of time. Often contains a procedure for settling grievances over interpretation or application of the agreement and may include terms governing the parties’ relationship. Under EERA, an agreement, which may be for a period of no more than three years, becomes binding when accepted by both parties. PERB has no authority to enforce agreements.

* ARBITRATION – A method of resolving disputes between an employer and employee organization by submitting the dispute to a neutral third party (or tripartite panel) whose decision may be binding or merely advisory.

* CERTIFICATED EMPLOYEE – A school employee who is qualified by a certificate or credential to perform a particular educational service, such as classroom teacher, counselor and psychologist, as defined in Education Code.

*** CFIER – The California Foundation for Improvement of Employer-Employee Relations. The organization is committed to “building and maintaining effective labor-management relationships of partnerships.” Its activities include training programs in negotiations and problem-solving, neutral facilitation services, skill-building workshops and conferences, consultation, research and development, and long-term support service.

* CLASSIFIED EMPLOYEE – A school employee in a position not requiring a certificate or credential, such as teachers’ aides or clerical, custodial or food service employees.

* EDUCATIONAL EMPLOYMENT RELATIONS ACT (EERA) – The process for establishing collective bargaining. Enacted in 1975 as Senate Bill 160 (Rodda), Chapter 961, Laws of 1975 and subsequent amendments.

* FACT-FINDING – The method of impasse resolution, usually advisory, that involves investigation of a bargaining dispute by a neutral third party, or tripartite panel that reports the results to the parties, usually with recommendations for settling the dispute. Under EERA, the parties may request that their dispute be submitted to fact-finding (under specified procedures) if a mediator is unable to settle the controversy within 15 days and the mediator declares that fact-finding is appropriate.

* GOOD FAITH BARGAINING – Broadly defined as the duty of the parties to meet and negotiate at reasonable times with willingness to reach agreement on matters within the scope of representation; however, neither party is required to make a concession or agree to any proposal.

** GRIEVANCE – A means of settling disputes which arise from the interpretation or application of the existing contract. When disagreements cannot be settled at one of the lower levels of the grievance procedure the exclusive bargaining agent may take the disagreement to arbitration. Arbitration can be binding or advisory depending on the wording of the contract.

** IMPASSE – A deadlock or stalemate in bargaining declared by one or both parties. Declaration of impasse usually begins the implementation of impasse procedures (mediation or fact finding), and once these procedures have been exhausted can allow for unilateral action by the employer.

** INITIAL PROPOSAL – A written offer for consideration made by the exclusive representative or the school district as part of the bargaining process for the next agreement. The EERA lists those items which are within the scope of representation and are the subject of mandatory bargaining.

*** INTEREST-BASED BARGAINING – A more cooperative method for reaching agreement about the critical aspects of employer-employee relationships. Negotiations are based on mutual interests rather than on individual positions.

* MEDIATION – Also called conciliation. Efforts of a neutral third party to help resolve a dispute (usually involving contract negotiations) between an employer and employee organization. The mediator normally has no power to impose a settlement. Under EERA, mediation is the first step in the impasse resolution procedure.

* NEGOTIATIONS – The process of the employer and the exclusive representative meeting together and bargaining in a good faith effort to reach agreement on matters within the scope of representation and executing, if requested by either party, an agreement incorporating matters agreed on.

* PERB – The Public Employment Relations Board is charged with administering and enforcing EERA. Among its many functions are investigating and deciding “unfair practice” charges or other claims that the act has been violated, establishing or approving bargaining entities, conducting representation elections, and seeking court enforcement of its orders and decisions as it deems necessary.

** PUBLIC NOTICE – The public notice section of EERA is intended to give the public an opportunity to present its views. Initial bargaining proposals of both the exclusive representative and the district must be presented at a public meeting of the school board and are public records. Negotiations will be delayed a reasonable time for the public to comment.

Unless the parties agree otherwise, laws requiring open meetings do not apply to meetings and discussions between parties; with mediators, arbitrators, or fact-finding panels; and executive sessions of the school board on negotiations.

If both parties agree, any phrase of negotiations may be conducted publicly, or observers may be invited. Typically, the school board and union announce their opening positions and then talk privately. Although any meeting of three or more school board members must be open to the public, EERA specifically permits private meetings between the school board and its negotiator.

* SCOPE OF BARGAINING – The law defines “scope,” as a broad range of issues and subjects that either party may or may not introduce for negotiation. Scope is a crucial, dynamic, and frequently litigated area.

* SICKOUT – A job action involving a number of employees failing to report to work on the same day and claiming to be sick.

** SLOWDOWN – A job action involving a number of employees working at less than normal efficiency.

* STRIKE – A work stoppage. Employees acting together in refusing to work in order to gain a bargaining concession or to persuade the employer to take certain action. Usually occurs when negotiations on a new agreement reach impasse and lasts until settlement on a new agreement is reached, but may be called for a shorter period as a pressure tactic or to protest employer actions. Usually conducted under leadership of the employee organization, following a vote among members. A “wildcat” strike is a walkout by employees without authorization of the organization. A “rolling” or “yo-yo” strike involves several intermittent walkouts of short duration interspersed among days when employees report to work.

* SUNSHINE LAW – A requirement that bargaining proposals or other aspects of public employee bargaining be made public. Under EERA, initial proposals as well as new topics that arise during negotiations must be made available to the public.

* Pocket Guide to the Educational Employment Relations Act, California Public Employee Relations, September 1997
** California Teachers Association Collective Bargaining Handbook
*** Collective Bargaining, 1999, EdSource, 520 San Antonio Road, Suite 200, Mountain View, CA 94040-1217; 650.917.9481; www.edsource.org

Resources

California State PTA Vice President for Education – 916.440.1985 ext. 305

Selected Readings on California School Finance, EdSource, 520 San Antonio Road, Suite 200, Mountain View, CA 94040-1217; 650.917.9481; www.edsource.org

Pocket Guide To The Employer-Employee Relations Act (Fifth Edition, September 1997), California Public Employee Relations Program, Institute of Industrial Relations, University of California, Berkeley, CA 94720-5555; 510.643.7092

County Office of Education (Office of Employee Relations)

Public Employment Relations Board (PERB); 916.322.3198

PTA Activities in Relation to Employer-Employee Disputes

Public school employer-employee negotiations and/or disputes and disputes between bargaining units are very much a part of the reality of operating public schools. THE PTA MUST REMAIN NEUTRAL* and MUST refrain from taking sides in all disputes. It is a PTA responsibility to provide opportunities for public understanding of disputed issues through sponsoring public meetings where all sides may present their views.

PTA speaks as an advocate for children and youth. It is a PTA responsibility to urge school board members, school district employees and negotiators on all sides to make the welfare of the students the first and ultimate consideration in all negotiations. PTAs must do this within the framework of California State PTA policies.

(These two paragraphs must be used together at all times, neither may be used without the other.)

*“Not taking part with or assisting either of two or more contending parties.” Webster’s New International Dictionary, Second Edition, Unabridged.

1.   PTA Leaders’ Responsibilities When a Dispute Arises:

a.   The PTA council/district PTA leadership must consult with the California State PTA leadership (through the California State PTA office, 916.440.1985).

b.   The council/district PTA leadership must meet with the leadership of all affected unit PTAs to instruct them in observance of PTA’s neutrality policy.

c.   The council/district PTA leadership must meet with the school district administration and bargaining unit(s) leadership to explain PTA neutrality.

d.   The unit PTA leadership must meet with the school site administration and school site bargaining leadership to explain PTA neutrality.

e.   The unit PTA leadership must communicate PTA’s position of neutrality to the membership.

2.   PTAs MUST Remain Neutral:

a.   PTAs must not recruit substitute teachers or staff the classrooms. Classroom instruction is the responsibility of the school district. (See item 4.b.)

b.   PTAs must not recruit substitute classified employees or staff those positions.

c.   PTAs may be on school grounds in general activity areas if there are concerns about the safety of the students.

d.   PTAs must not distribute literature from either side, but may choose to distribute information PTA has prepared.

e.   PTAs must not show partiality toward the administration, the non-striking or striking personnel in any way (e.g., verbally, by serving refreshments, by walking the picket line, etc.).

3.   Remaining Neutral Includes Continuing Normal PTA Activities:

a.   Regular PTA volunteer programs, e.g., volunteers in the media center, library playground, office, lunchroom, classrooms, etc. A list of those who volunteer regularly must be given to the school site administrator and school site bargaining unit(s) leadership.

b.   When PTAs regularly meet in the school facility, such meetings may continue. However, the PTA should make certain that its school facility use permit has not been temporarily suspended by the school district.

c.   Scheduled PTA-sponsored programs and projects may continue.

d.   If a PTA is licensed by the State of California as a child care provider, this activity may be continued. Contracts with parents obligate the PTA to continue providing the child care program. A licensed child care program usually includes a contract with the school district for use of the facility. If this is the case, the district is obligated to ensure safe use of the facility.

4.   PTA Leaders’ Obligations:

a.   There is no intent by the PTA to infringe on the rights of its members to act as individuals. However, if an individual is perceived as a PTA leader, he/she is obligated to consider the effect of his/her actions on the PTA organization.

b.   If a PTA leader believes that conscience requires a statement or action favoring one side or the other, a public disclaimer* must be written and sent to the school site administration, school district superintendent, president of the school board, school district employee organization and PTA organization leadership of council and district PTA.

c.   If a PTA leader is a school district employee and plans to work during a dispute, a public disclaimer* must be signed.

*A public disclaimer should include the following information:

Although I serve as ______(position)______ at the ____________________________ PTA, any statement I may make or action I may take regarding the current employer-employee dispute is an individual statement or action and has no connection whatsoever with ____________________________ PTA, whose position is one of strict neutrality.

____________________________________________
Signature

____________________________________________
Date

d.   If a PTA president is also a school district employee with membership in the organization negotiating with the school district, and a dispute arises, the president must delegate the responsibilities of the presidency to the first vice president during these negotiations.

5.   In the Event of an Unexpected Walkout* the PTA:

a.   May provide volunteers, if necessary, on the day of an unexpected walkout to care for students in general activity areas on the school grounds until their parents make arrangements to get them home. This activity must not include classroom instruction.

b.   Must not staff classrooms. Staffing of classrooms by noncredentialed personnel is not only inconsistent with PTA efforts to have a qualified teacher in every classroom, it is illegal and the school district can forfeit its ADA (average daily attendance) funding from the state. (Authority: California State Education Code.)

*Job action without prior notification to the employer and with/without the approval of the employee organization (e.g., wildcat strike).

It Should Be Noted

  • The school administration is legally responsible for staffing the school. The PTA, as an organization, cannot and must not assume this responsibility.
  • When in doubt regarding any activity, consult with California State PTA leaders – office telephone 916.440.1985.

6.   Dealing With the Media:

a.   PTA leaders should expect to be contacted by the media. Any personal opinion is an inappropriate subject for discussion by a PTA spokesperson.

b.   Consult  California State PTA (through the California State PTA office) if advice is needed about how to effectively communicate PTA’s position of neutrality.

c.   If caught unprepared, do not attempt to speak “off the cuff” to the caller. State that this is not a convenient time to talk and you will return the call.

d.   PTA leaders must not attack other organizations or representatives of other organizations (i.e., employee groups or school board members).

After a Strike

PTA has an opportunity and an obligation to help restore the school environment to one that provides a positive educational experience for all students.

PTA members must consider what is in the “best interests of all students” and be a vital part of the healing process between employees, employers and parents.

Any planned PTA activity for school district employees MUST have the cooperation and support of the school staff and the approval of the principal and the district superintendent.

For advice on handling individual situations, contact the California State PTA vice president for education and/or vice president for leadership services through the California State PTA office.

Parent/Caregiver Involvement: Building Bridges and Eliminating Barriers

Adopted April 2011 – Reviewed by Board of Managers February 2025

California State PTA believes that a successful future for all children can be ensured only by families/caregivers, schools, local and state agencies working in partnership with one another. It is in the best interests of children and their educational success that families, organizations and government entities seek ways to reduce or eliminate barriers to parent involvement.

School practices that promote involvement through outreach, programs/operations, engagement, community building, and support services have a statistically significant and direct influence on student success. PTA can help schools build bridges that eliminate barriers to effective parent and community involvement.

There are also circumstantial barriers to effective involvement. Circumstantial barriers refer to conditions and situations that distress the family/caregiver(s), which may temporarily or chronically inhibit or impede their ability to perform their engagement roles and responsibilities in the learning, development, and well-being of their children, thereby reducing benefits children might otherwise receive.

Barriers to involvement in the area of basic functioning may include, but are not limited to:

  • Childcare issues
  • Illiteracy/language skills
  • Time demands/stress (i.e., work schedules, appointments, etc., e.g., single parent families/caregivers etc.)
  • Crisis (i.e., death, job loss, divorce/separation, accident, homelessness)
  • Lack of financial resources (poverty) (e.g., inability to pay for services, supplies, clothing, technology, etc.)
  • Lack of transportation/mobility
  • Transient in station (i.e., migrant worker, military, etc.)

Barriers to involvement in the area of health (e.g., heath and development issues of the child or any immediate family member, diagnosed or undiagnosed, chronic or otherwise) include, but are not limited to:

  • Illness
  • Disability/special needs
  • Lack of proper nutrition
  • Lack of resources for personal care
  • Lack of access to regular preventative healthcare
  • Developmental issues
  • Lack of psychological/mental wellness support

Barriers to involvement in the area of community concerns include, but are not limited to:

  • Lack of community safety (i.e., traffic concerns, predators, gangs, etc., e.g., dangerous route to and from school)
  • Litigation/lack of access to legal services
  • Substance abuse/addiction
  • Violence in the home
  • Child abuse and neglect (child endangerment)
  • Incarceration/court ordered restrictions
  • Children in dependency or family court system
  • Fear of discrimination due to immigration status
  • Lack of access to safe, adequate and affordable housing

Since 1897, the PTA has been the voice of those families who felt disenfranchised. PTA must continue to be the voice for these families and reach out and understand the barriers that get in the way of families becoming involved. The National Standards for Family-School Partnership Implementation Guide provides the framework of how families, schools and communities should work together to support student success.

California State PTA believes that parents are a child’s first teachers and family engagement is essential throughout a child’s educational experience. Research has shown that greater parental involvement in children’s education results in higher levels of student achievement. The State of California has a parent involvement policy that states “Schools that undertake and support strong comprehensive parent involvement efforts are more likely to produce students who perform better than identical schools that do not involve parents.”

Missing and Exploited Children

Adopted March 1986 – Reviewed and deemed relevant May 2016 – Revised February 2021 – Health & Community Concerns Commission

According to the U.S. Department of Homeland Security, every year, millions of men, women, and children are trafficked in countries around the world, including the United States. It is estimated that human trafficking is a $32 billion per year industry, second only to drug trafficking as the most profitable form of transnational crime.

Human trafficking is a hidden crime, as victims rarely come forward to seek help because of language barriers, fear of the traffickers, and/or fear of law enforcement.  Traffickers use force, fraud, or coercion to lure their victims and force them into labor or commercial sexual exploitation. They look for people who are vulnerable for a variety of reasons, including economic hardship, natural disasters, or political instability. The trauma can be so great that many may not identify themselves as victims or ask for help, even in highly public settings.

According to National PTA, at least 200,000 children across the United States are estimated to be victims of domestic trafficking.

As an advocate for children, California State PTA believes PTA has the responsibility to work with schools as well as social and government agencies to support:

  • The ongoing operation of a state clearinghouse to serve as a missing children information center that would tie into the National Crime Information Center;
  • The maintenance of the California Violent Crime Information Center to assist in the identification and the apprehension of persons responsible for the disappearance and exploitation of children, plus an automated computer system for response to reports of missing children;
  • Requiring local law enforcement agencies to make immediate assessment of steps needed to locate minors and, within 24 hours, file report(s) with clearinghouses and other agencies as may be appropriate;
  • Establishment of a statewide computer system to provide multi-jurisdictional coordination;
  • Programs to assist runaway and homeless youth and their families, including programs to temporarily provide safe shelters while families and/or appropriate agencies are contacted;
  • Legislation that would provide stringent punishment for murderers of children and for perpetrators of serious and repeated physical, mental and sexual abuse crimes against children;
  • Adequate funding for missing children programs and national missing and exploited children centers/clearinghouses;
  • Legislation to require that the school records of missing children who had been attending school are appropriately marked in case another school requests that child’s cumulative folder;
  • Establishment of uniform school district policies statewide that would require appropriate school personnel to immediately contact law enforcement when they believe a child to be missing and report any suspected missing child in attendance at school to law enforcement as is required in cases of suspected child abuse;
  • Encouraging elementary schools to offer age-appropriate child abduction prevention curriculum to children and to their parents;
  • The display of posters or pictures of currently missing children in an area accessible to school personnel only within each school;
  • Ensuring the reintegration of long-term missing children who have been located back into the school system; and
  • Legislation to secure the safety of the school facility.

Signs of human trafficking can be recognized by the following red flags:

Common Work and Living Conditions:

  • Is not free to leave or come and go as he/she wishes
  • Is in the commercial sex industry and has a pimp / manager
  • Is unpaid, paid very little, or paid only through tips
  • Works excessively long and/or unusual hours
  • Is not allowed breaks or suffers under unusual restrictions at work
  • Owes a large debt and is unable to pay it off
  • Was recruited through false promises concerning the nature and conditions of his/her work
  • Faces high security measures at work and/or living locations (e.g. opaque windows, boarded up windows, bars on windows, barbed wire, security cameras, etc.)

Poor Mental Health or Abnormal Behavior:

  • Is fearful, anxious, depressed, submissive, tense, or nervous/paranoid
  • Exhibits unusually fearful or anxious behavior after bringing up law enforcement
  • Avoids eye contact

Poor Physical Health:

  • Lacks medical care and/or is denied medical services by employer
  • Appears malnourished or shows signs of repeated exposure to harmful chemicals
  • Shows signs of physical and/or sexual abuse, physical restraint, confinement, or torture

Lack of Control:

  • Has few or no personal possessions
  • Is not in control of his/her own money, no financial records, or bank account
  • Is not in control of his/her own identification documents (ID or passport)
  • Is not allowed or able to speak for themselves (a third party may insist on being present and/or translating)

California State PTA urges immediate reporting of potential child trafficking situations:

  • If a child is in urgent need of assistance, contact law enforcement or child protective services to report abuse, neglect, or exploitation of a child.
  • The Childhelp® National Child Abuse Hotline professional crisis counselors can connect a caller with a local number to report abuse. Contact Childhelp at 1.800.4.A.CHILD. (1.800.422.4453).
  • The National Center for Missing & Exploited Children® (NCMEC) aims to prevent child abduction and sexual exploitation; help find missing children; and assist victims of child abduction and sexual exploitation, their families, and the professionals who serve them. Contact NCMEC at 1.800.THE.LOST (1.800.843.5678) or report incidents at http://www.missingkids.org/gethelpnow/cybertipline
  • The National Human Trafficking Resource Center (NHTRC) operates a hotline 24 hours a day, every day. The NHTRC will help callers identify and coordinate with local organizations that protect and serve victims of trafficking. Contact the NHTRC at 1.888.373.7888.

Lottery Revenue and Public School Funding

Adopted January 2009 – Reviewed by BOM February 2025

California State PTA neither supports nor opposes the use of gambling or gaming to raise funds for the state’s public schools. PTA does recognize that promoters of gaming programs capitalize on the market advantages of linking their gaming enterprises with public education. PTA also recognizes that revenue from the California State Lottery, enacted by a voter-approved initiative in 1984, reinforces a misconception among a significant portion of the voting public that education is “fully-funded” or “taken care of” by the State Lottery, although the Lottery has never contributed more than two percent of California’s statewide funding for education. Further, PTA acknowledges that public schools have come to rely on revenue generated by the State Lottery, but believes lottery funds allocated to public schools must be used to supplement, never to supplant, the state’s financial obligation to education. Lottery funds should never be used for ongoing expenditures and should always be treated as an annual infusion of one-time only funds.

PTA believes any effort to reform or modify the State Lottery should be guided by the principle of protecting education funding and holding it harmless. Any effort to modify the Lottery as part of a State Budget reform should be rational, transparent, and guided by the principle of fiscal responsibility.

PTA opposes efforts to:

  • Mandate the purpose for which lottery funds may be spent, other than those purposes contained in the original voter-approved ballot measure, or approved by the State Legislature in conformity with provisions of the ballot measure;
  • Divert lottery revenues to any purpose other than public education without identifying another source of revenue for schools to replace lost lottery funds;
  • Change the formula for determining the percentage of lottery revenues allocated to school districts if the change would mean a lower percentage of revenues allocated to public schools; or
  • Change the method of allocating lottery revenues other than directly from the State Controller’s Office to local school districts.

Finally, California State PTA believes that funding public education is an important and noble goal, and a shared public responsibility best accomplished by non-regressive tax policies that include concepts that would provide sufficient revenues to fund quality education programs.

Health Education

Adopted January 1968 – Reviewed and deemed relevant February 2015 – Revised August 2020 – Health & Community Concerns Commission

California State PTA is concerned for the health and well-being of all children and youth. California State PTA believes that comprehensive health education is essential for each child to develop to his fullest potential.

California State PTA believes that comprehensive health education includes physical, mental, emotional, and social well-being. California State PTA recognizes that many students are sexually active and that this may result in pregnancy or sexually transmitted diseases, including HIV infection leading to AIDS and Human Papilloma Virus (HPV).

California State PTA also believes that the home, the school, and the community each bear some responsibility for the health of all children and youth. This shared responsibility should provide:

  • Comprehensive health education for all children and youth;
  • School curriculum and instruction related to good health and prevention of disease;
  • Children and youth with the ability to make intelligent decisions that will develop and maintain good health habits;
  • An awareness of individual, family, and community health needs; and
  • Statewide health standards, accountability and testing.

Schools contribute to the achievement of public health goals in conjunction with their educational commitments. California State PTA believes that a strong, comprehensive program of health education taught by qualified personnel should be an integral part of the core school curriculum. Through coordinated school health programs that include access to health services, health education, and the involvement of parent and community coalitions, the health and well-being of all students can be promoted and protected.

California State PTA supports the right of a parent to be notified about any course of study regarding sex education and to review the curriculum materials to be used. PTA further supports the right of a parent/guardian to request in writing that his/her student be excused from such a course of study.

Numerous national health organizations have adopted policies in support of school condom availability as a component of comprehensive sexuality education. The Centers for Disease Control and Prevention states that the proper and consistent use of latex or polyurethane condoms can greatly reduce a person’s risk of acquiring or transmitting sexually transmitted infections, including HIV/AIDS and HPV.

While the California State PTA has no specific position on school districts making condoms available to students, if a school district elects to do so, PTA urges that the condoms should be made available only under the following specific conditions:

  • That strategies for preventing the spread of HIV/AIDS and HPV should be taught, including abstinence from sexual relations and intravenous drug use.
  • That the local school board has an existing condom availability policy.
  • That a licensed health professional provide condoms only upon request.
  • That verbal and written instructions be given in the proper use of condoms including information about spermicide(s) approved by the Centers for Disease Control and Prevention as well as information on condom failure at the time they are given to students.
  • That any parent or guardian who objects to his or her student receiving a condom may so inform the school in writing. (The law requires school districts to notify parents when a condom availability policy is established.

PTAs should not assume the responsibility for making condoms available either with financial support or volunteer assistance due to the potential risk of liability.

Rights of Foster Children and Foster Families

Adopted May 2013 – Community Concerns Commission – Revised August 2018

California State PTA believes stability is integral to a child’s quality of life and that the state has the primary responsibility for the well-being of children in foster care.

Every foster care child has the rights belonging to all children. Because society has temporarily or permanently separated them from their parents and other family members, society is responsible for providing special safeguards, resources, and care to all foster children.

California’s foster children are often bounced from placement to placement, and from school to school. This lack of stability often causes education-related problems, including a loss of school credits, interrupted academic progress, and delayed high school graduation.

California sets minimum high school graduation requirements for students. However, many school districts set graduation requirements beyond those required by the state.  A foster child relocated during high school can be faced with additional graduation requirements at the new school district and not have enough time to complete the additional courses and graduate on time.  California State PTA believes that foster youth with multiple high school placements should be afforded accommodations as necessary to be able to earn a high school diploma that falls short of local district course requirements but takes into account the courses taken by the student, and meets or exceeds state graduation requirements.

California State PTA supports the foster child Bill of Rights as listed in Welfare and Institutions Code (Section 16001.9). California State PTA believes that the foster family has the right:

  • To live in a safe, healthy, and comfortable home where they are treated with respect;
  • To be free from physical, sexual, emotional, or other abuse, or corporal punishment;
  • Not to be subject to police custody or arrest for ‘normal’ domestic disturbances;
  • To receive adequate and healthy food, adequate clothing, and, for children in group homes, an adequate allowance;
  • To receive timely, high quality medical, dental, vision, and mental health services;
  • To be free of forced use of medication or chemical substances, unless authorized by a licensed physician;
  • To freely contact family members, unless prohibited by court order:
  • To freely contact social workers, attorneys, foster youth advocates and supporters, Court Appointed Special Advocates (CASA), and probation officers;
  • To visit and contact brothers and sisters, unless prohibited by court order;
  • To contact the Community Care Licensing Division of the State Department of Social Services or the State Foster Care Ombudsperson regarding violations of rights, to speak to representatives of these offices confidentially, and to be free from threats or punishment for requesting this access or making complaints;
  • To make and receive confidential telephone calls and send and receive unopened mail, unless prohibited by court order;
  • To attend religious services and activities of their choice;
  • To maintain an emancipation bank account and manage personal income, consistent with the child’s age and developmental level, unless prohibited by the case plan;
  • Not to be locked in any room, building, or facility premises, unless placed in a community treatment facility;
  • To attend school and participate in extracurricular, cultural, and personal enrichment activities, consistent with the child’s age and developmental level;
  • To work and develop job skills at an age-appropriate level that is consistent with state law;
  • To have social contacts with people outside of the foster care system, such as teachers, church members, mentors, and friends;
  • To attend Independent Living Program classes and activities beginning when they meet age requirements;
  • To attend their own court hearings and speak to the judge;
  • To have storage space for personal possessions;
  • To review their own case plan when they reach 12 years of age and to receive information about their out-of-home placement and case plan, including being consulted on changes to the plan;
  • To be free from unreasonable searches of their persons or belongings;
  • To the confidentiality of all of their juvenile court records consistent with existing law;
  • To have fair and equal access to all available services, placement, care, treatment, and benefits, and not to be subjected to discrimination or harassment on the basis of actual or perceived race, ethnic group identification, ancestry, national origin, color, religion, sex, sexual orientation, gender identity, mental or physical disability, or HIV status; and
  • Beginning at 16 years of age, to have access to existing information regarding the educational options available, including, but not limited to, the coursework necessary for vocational and postsecondary educational programs, and information regarding financial aid for postsecondary education.

The California State PTA believes that foster families have the right:

  • To be treated with dignity, respect, trust, and consideration as a primary provider of foster care and as a member of the professional team caring for foster children;
  • To be provided a current explanation and understanding of the role of the Child Welfare department and the approved role of the members of the child’s birth family in the child’s foster care with updates as the case plan evolves;
  • To continue their own family values and routines; that every effort will be made by the Child Welfare department to work with the family to place a child who can participate in and benefit from established family customs and routines;
  • To be provided training and support by the Child Welfare department for the purpose of improving skills in providing daily care and meeting the special needs of the child in foster care;
  • To be provided training by the Child Welfare department for obtaining support and information concerning a full understanding of the rights and responsibilities of the foster parent(s);
  • To review, prior to placement, written information concerning the child and to have a voice in determining if such child would be a proper placement for the prospective foster family. For emergency placements where time does not allow prior review of such information, the Child Welfare department shall provide information as it becomes available;
  • To obtain all biographical and medical information on a child prior to or at the time of placement;
  • To refuse placement of a child in the foster home or request the removal of the child from the foster home without reprisal;
  • To obtain timely financial reimbursement;
  • To help plan visitation with a child’s parents and siblings;
  • To receive notice of Child Welfare department plans or court proceedings affecting a child’s placement;
  • To have priority consideration when a foster child becomes available for adoption, and;
  • To be provided a fair and timely investigation of foster home complaints and an ability to appeal decisions of the placement board.