1. Georgia PTA Local Unit Chartering Process
Ms. Cyd Cox
District Directors Chair
Georgia PTA

2. Objectives:
Responsibilities
Organizational Meeting
Charter Meeting

3. Responsibilities
Official organization of a new local unit shall take place under the guidance and direction of a state representative, normally the District Director.
Respond to the request to organize
Meet with requestor to discuss the process
Overview of PTA
Set up Organizational Meeting and Charter Meeting
Request Organizational/Charter Package from the state office.

4. Request to Organize a New Local Unit
Anyone can take the first step to organize a PTA but only a board member may conduct the actual chartering of a new local unit.
Parents
Teachers
Principal
Community
New unit requirements:
25 individuals will to join
Commit to the purpose, mission, basic policies and guiding principals of PTA
Have individuals willing to serve as officers

5. Organization of a New Local Unit
The actual organization of new local unit is divided into two parts:
Organizational Meeting
Actual Chartering Meeting

6. Organizational Meeting
Notify Membership Extension Coordinator that there is an interest to organize a local unit
Call and request organizational/charter package from the state office
Decide on a date & time for the meeting
Set up temporary committees:
Nominating Committee
Bylaws Committee
Membership Committee

7. Charter Meeting Decide on a date & time for the meeting
Issue the call announcing the formation of a new PTA/PTSA
Vote on motion to organize
Presentation by Bylaws Committee
Overview of bylaws
Vote to accept bylaws
Intermission in meeting to allow people to join the local unit (need at least 25 members)
Presentation by Nominations Committee
Presentation of slate of officers
Installation of officers
Presentation of Charter Certificate

8. What Happens After the Meeting?
Meet with newly elected officers to go over their responsibilities
Complete charter package:
Application
Incoming officers form
Bylaws
Collect state & national portion of dues and make sure all forms are complete
Mail or hand deliver complete package to the state office.

9. Additional Requirements
AIM Insurance
Incorporation Request
Additional upcoming training at the council or district level

10. Questions????