Meetings, Motions & Minutes
Financial Procedures & Accountability
Compliance, Bylaws & Good Standing
Programs, Events, & Fundraisers
Units & Membership
100

Before any official PTA business can be conducted, the secretary or president should confirm this requirement has been met.

What is quorum?

100

This approved document gives the PTA permission to spend funds within specific categories.

What is the budget?

100

This document should be reviewed regularly

because it explains officer duties, elections,

meetings, and voting rules.

What are bylaws?

100

The purpose of PTA events.

What is positively impacting the lives of children and families by promoting child welfare, fostering closer home-school relationships, and advocating for student-centered education?

100

Without these there is no PTA.

What are Members?

200

This phrase is used when a member formally brings business before the association for a vote.

What is “I move that…"?

200

This form should be completed before a PTA check or payment is issued.

What is a check request/payment authorization form?

200

A PTA unit should follow both its own bylaws and

the guidance of these higher PTA levels.

What are Council, District, State, and National PTA?

200

An event cannot take place without this document first being filed with the District. 

What is a Use of Facilities Form?

200

The system by which BUSD PTA members are cleared to volunteer. 

What is RAPTOR?

300

This document should record what was done at the meeting, not everything that was said.

What are minutes?

300

PTA funds should be counted by at least this many people after an event.

What is two people?

300

These reports help prove that a PTA is being

transparent with its members.

What are financial reports and minutes?

300
This ratio is how givebacks and fundraisers must be balanced.

What is the 3-to-1 rule. 

300
This important pillar of PTA is best suited to secure adequate legislation for children.

What is Advocacy?

400

If a motion is discussed but never voted on, it should be recorded in the minutes this way.

What is “no action was taken"?

400

This financial review process helps confirm that

PTA records, deposits, receipts, and payments

match.

What is an audit/financial review?

400

If a PTA wants to hold a fundraiser, the activity

should first be approved by this group.

What is the Association/General Membership? 

400
This company covers PTA units, councils and districts' general liability in CA.

Who is AIM [Association Insurance Management Inc.]

400

These members belong and have voting rights at all 16 BUSD PTA Units.

What are Community Members?

500

Once minutes are approved, they should be signed by this officer.

Who is the Secretary?

500

A PTA should never sign a blank check because

it removes this important protection.

What is financial oversight/internal control?

500

Failure to submit required paperwork, taxes,

insurance, or financial reviews can affect this

PTA status.

What is good standing? 

500

True or False, the chairman of an event may take the funds home to count in the morning if the event ends after 10pm.

What is False?

500

This program keeps track of all your members. 

What is Totem?

M
e
n
u