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A Walk Through the Bylaws

PTA Officer Training May 2014. A Walk Through the Bylaws. RESTRICTIVE. Who Needs Them?. RULES. QUIZ TIME!. BYLAWS…. F orm the legally binding document that governs the organization . P rovide the basic framework for PTA purposes and our governing structure. M ay never be suspended.

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A Walk Through the Bylaws

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  1. PTA Officer Training May 2014 A Walk Through the Bylaws

  2. RESTRICTIVE Who Needs Them? RULES

  3. QUIZ TIME!

  4. 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.

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

  6. 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

  7. 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

  8. 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

  9. 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)

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

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

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

  19. 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

  20. 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

  21. ARTICLE XIII • Contains the Articles of Organization • These bylaws trump anything else

  22. 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

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

  24. 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

  25. Questions?Michelle Parker415/260.8572communications@sfpta.org

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