1. PTA Officer Training May 2014

2. RESTRICTIVE RULES Who Needs Them?

4. QUIZ TIME!

5. BYLAWS…  Form the legally binding document that governs the organization.  Provide the basic framework for PTA purposes and our governing structure.  May never be suspended.  Should be reviewed annually to determine if any amendments are needed.  Every board member should know and understand the contents.

6. Bylaws vs. Standing Rules examples BYLAWS 1. State when the meetings are 2. Gives primary responsibilities of officers and chairmen STANDING RULES 1. State where and what time 2. Gives the specifics

7. On the cover  National PTA ID Number  CA PTA ID Number  Legal Name of your unit  Name of our PTA district  Address of your school  Grade levels at your school  Organization date of your PTA

8. Next up…  The procedures for reviewing your bylaws – the “how” and “who”  When and how to get them approved by your membership  How to complete them – lots of specifics and directions – worth a read  Table of Contents

9. ARTICLE I  The name of your organization as it was chartered  This must appear on all legal documents such as minutes, tax filings, etc.  The council and district you are a part of

10. ARTICLE II  The purpose of the organization  Review your PTA’s goals to ensure alignment with the purpose of PTA  Explains that you are a 501(c)(3)

11. ARTICLE III  Basic policies of PTA  Noncommercial, Nonsectarian, Nonpartisan  Defines work with schools and community for quality education  Promote health and welfare of children and youth  No part of earnings shall benefit or be distributed to members of the PTA

12.  Shall carry out as activities as designated in IRS tax code  What happens to the assets of your PTA if it is dissolved  How the PTA and its members may participate in influencing legislation and campaigns  Using official capacity to endorse commercial entities, etc.  Entering into membership with others organizations

13. ARTICLE IV  Details membership and its non- discriminatory policy  Amount of dues and how much goes where  When dues should be paid to earn awards and to stay in good standing

14. ARTICLE V  Lists officer positions  Details nominating committee requirements (how many people, when formed, when to report)  Specifies month elections should take place  Lists eligibility requirements for nominees  Tells how to fill vacancies  Lists term restrictions

15. ARTICLE VI  Details of officers and their duties President Executive Vice-President and other VPs Secretary Treasurer Financial Secretary Auditor Historian Parliamentarian  Explains officer removal process

16. ARTICLE VII AKA “Everything You Always Wanted to Know about Association Meetings but Didn’t Know Where to Look”  Day of the week and meeting months  When elections are held  When the budget should be presented  How to call a special meeting  How many members are required for a quorum  Who can make motions and debate  Proxy voting

17. ARTICLE VIII  Who is on the Executive Board  The duties of the EB  How the board approves payments  What committees it can create  How to fill vacancies  How often the EB should meet and when  How to call special meetings of the EB  Number of officers to establish a quorum  Conflict of Interest policy

19. ARTICLE IX  How to form committees  How long committees serve  How to make and file committee reports  Due process for committee chairmen

20. ARTICLE X  Council PTA membership  We have no councils; all PTA units are “out-of-council” so we line this section out

21. ARTICLE XI  Details the charter procedure for new PTAs  Lists requirements of a PTA to remain in “good standing”  Tells what happens if a unit’s charter is withdrawn

22. ARTICLE XII  Explains the relationship of your unit PTA with the California and National PTA organizations  CAPTA Parliamentarian approves these bylaws  Reminds units that in addition to their bylaws, they should follow CAPTA policy statements found in the Toolkit

23. ARTICLE XIII  Contains the Articles of Organization  These bylaws trump anything else

24. ARTICLE XIV  States the beginning and end of the fiscal year  Lists various identification numbers associated with your unit EIN (Employer Identification Number) National PTA ID Number CAPTA ID Number Charitable Trust Number Entity Number from Franchise Tax Board

25. ARTICLE XV  States that parliamentary authority is Robert’s Rules of Order Newly Revised

26. ARTICLE XVI  Outlines bylaw amendments procedure  Includes the signature page which has the CAPTA Parliamentarian and Association Secretary and dates YOU MUST HAVE THIS PAGE TO KNOW WHEN YOUR BYLAWS WERE LAST ADOPTED