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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 and president should confirm that 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 other 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

president, treasurer, and secretary

What are the 3 required positions?

300

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

What are minutes?

300

must not exceed 5% of unit expenses

What is the CAPTA Hospitality Limit?

300

These reports help prove that a PTA is being transparent with its members.

What are financial reports and minutes?

300

There should be at least three non-fundraising programs aimed at helping parents or children or advocating for school improvements, for every one fundraiser

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

The month in which elections are held.

What is March?

400
This process helps confirm that PTA records, deposits, receipts, and payments match, and it must be done to stay compliant.

What is a financial review?

400

If a PTA wants to hold a fundraiser, the activity should first be approved by this group.

What is the Association? 

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

Days an agenda must be distributed prior to a meeting.

Who is 10?

500

Considered cash and must be tracked as such by the Treasurer

What is a gift card?

500
Failure to submit required paperwork, taxes, insurance, or financial reviews can affect this PTA's status.

What is good standing? 

500

is the only place where undeposited funds can stay overnight.

What is a PTA safe?

500

Must be remitted monthly

What are dues?