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2327 L Street, Sacramento, CA 95816-5014 916.440.1985 • FAX 916.440.1986 • E-mail [email protected] • www.capta.org

Parliamentary Procedure-Easy as ABC

Workshop # D01

Friday, May 6, 2016

8:30 a.m.

California State PTA

2016 Annual Convention

2016 California State PTA Convention -Page 1- D01-Parliamentary Procedure-Easy as ABC


PTA Meetings

Productive meetings include information, instruction, and/or inspiration. When developing a program, keep these three “I’s” in mind. The content will meet the group’s needs and provide benefits for participants, their children, school staff, or the community. Always keep meetings as brief as possible. Conduct committee work in committee well before the meeting. Have chairmen provide written reports unless action is required by the association. Give members an opportunity to participate in the decision making. Streamline minutes and financial reports. Duplicate and distribute or post, wherever possible. Begin and end on time! When conducting business at the meeting, be aware of which individuals are votingmembers. The privilege of making motions, debating, and voting is limited to qualified members To be qualified to vote, a member must have paid annual per capita dues and been a member of the association for at least 30 days. Only qualified voting members count toward the quorum. It is the responsibility of the secretary to have an updated membership list.

Tips for Chairing a Meeting

The attitude of the president sets the tone for accepting everyone at the meeting. Attitude “messages” are sent in nonverbal ways:

• How the president stands and holds his/her head;• The tone of voice used; and• Facial expressions and gestures.

Encourage PTA board members not to sit together but to scatter among the audience. Look at everyone, not just those who are known to you or who are friends. Keep a calm voice, even when being questioned or challenged. Face straight ahead and make sure not to turn away from any part of the audience. Be careful using humor. What one person may think is funny might offend another. Even innocent teasing between friends might be overheard by others and misunderstood.


The PTA Meeting Agenda

The president is responsible for conducting meetings effectively. A delicate balance is often required to follow the agenda and remain sensitive to members’ needs “Model” agendas are available as resources, but the agenda is determined by the president. Be creative and plan it to achieve an orderly process for conducting the meeting. The president should consult with officers and committee chairmen before the agenda is prepared to determine which reports need to be made. The (corresponding) secretary distributes the agenda in writing to the membership in accordance with the bylaws, a minimum of ten (10) days prior to the meeting. Written notice must include the date, time, location, and proposed business to be considered at the meeting. Written notice for proposed bylaw amendments and election of officers must be given at least thirty (30) days in advance. A PTA meeting should be managed in a manner that allows the business of the organization to be completed in a speedy and effective way.

(Date of Meeting)

(Meeting Location/Time)

I. Call to Order (on time, quorum met)

The president stands, raps the gavel once and calls the meeting to order.

“The meeting will please come to order.” The president will review the meeting’s ground rules.

II. Opening Ceremonies

Pledge of Allegiance (if held in public facility).

“___________ will lead us in the Pledge of Allegiance. Will you please rise?” “Thank you, ____________.” Optional: Inspirational message, song, other. “___________will present an inspirational song/message.”

III. Reading and Approval of Minutes – Action Items

The secretary addresses the chairman and reads the minutes.

(Or with the approval of the group, the minutes may be posted, distributed in advance or assigned to a committee of three or more for approval or correction, especially for the last association meeting if held more than 30 days previously.)

“The secretary will read the minutes of the __(date) meeting.” OR “The minutes are posted at the entrance/were distributed at the door.” “Are there any corrections?” (Note corrections.) “The minutes stand approved as read/printed,” OR “The minutes stand approved as corrected.”


IV. Financial Report.

No motion is needed for adoption of the reports.

“___________ will present the Treasurer’s Report.” “You have heard the report. Are there any questions?” “The report will be filed for the audit.”

V. Audit Report – Action Items

A motion is needed for adoption of this report.

“It has been moved and seconded that the audit report be adopted” Vote. (Follow the steps of a motion, Parliamentary Procedure)

VI. Presentation of Bills

Since the approval of the budget does not authorize the expenditure of funds, bills must be presented, and their payment voted upon. Bills should be itemized as to amount, whom to pay, and what payment covers.

Any association bills authorized and paid by the executive board must be ratified and recorded in the association minutes. Ratified bills should be itemized as to amount, who was paid, and what the payment covers.

“The treasurer (or the person assigned) will read the bills.” “It has been moved and seconded that we pay the bills. Is there discussion?” Vote. “It has been moved and seconded that we ratify payment of bills since last meeting” Vote. “It has been moved to authorize the Executive board to pay necessary Summer bills up to the budgeted amounts.” Vote.

VII. Reading of Communications

Communications are read by the (corresponding) secretary and may be acted upon as read, if action is required.

“The (corresponding) secretary will read the communications.” VIII. Report of the Executive Board – Action Items

At association meetings a summary report (not the minutes) is read for the information of the members. Recommendations should be voted on one at a time, the secretary moving the adoption of each one.

“The secretary will present the report of the executive board.” “You have heard the recommendations

to approve proposed programs;” to approve the budget.” to approve fundraising activities.” for the president and one additional elected officer to sign the following

contract….” (Follow the steps of a motion, Parliamentary Procedure)

A second is not required when a motion comes from a committee/board. Vote.


IX. Reports of Committees

Officers and chairmen, including the principal, faculty representatives, and student representatives on the secondary level

Bylaw Committee, Library Committee – Action Item, Convention Committee, Fundraising Committee – Action Item

President calls for the report of the committee. The person making the report moves the adoption of any recommendations.

“__________ will present the report of the ___________committee.” “Are there any questions regarding the report?” “If not, the report will be filed.” OR “You have heard the recommendation such as a motion to release funds up to the budgeted amount for programs through the next meeting:” Follow the steps of a motion. Parliamentary Procedure. Vote(s).

X. Unfinished Business

The president presents each item of unfinished business as indicated in the minutes. He/she should not ask “Is there any unfinished business?”

“The first item of unfinished business is _________.” Report of school district acceptance of donated funds, goods, or materials.

XI. New Business

A motion is necessary before discussion and vote on any new business. All proposed business to be considered at the meeting must have been properly noticed to be acted upon. (See bylaws.)

“The first item of new business is ________.” XII. Program (optional)

The president introduces the chairman to present the program.

“_________ will present the program.” “Madame/Mister President, this concludes the program.”

XIII. Announcements

Date of the next meeting and important activities should be announced. If there is a social time following the meeting, this should be announced.

“The next meeting will be __________.” “Please join us for refreshments.”

XIV. Adjournment

No motion is necessary to adjourn. President raps the gavel once.

“The meeting is adjourned.”

EIGHT STEPS TO A MOTION 1. Obtain the floor.

The member rises or raises his hand and waits to be recognized before speaking further.

2. Recognition by the chair.The chair grants the member the right to speak by a nod or by announcing the member’sname.

3. Make the motion.The member speaks clearly, stating the motion concisely, saying, “I move …”(Never say, “Iso move,” or “I motion that …”) Motions are always in the affirmative. The chair has theright to request that the motion be in writing, unless the rules indicate otherwise.

4. The motion is seconded.A second indicates that more than one person wishes to consider the subject. Anothermember says, “I second the motion,” or simply, “Second!” If there is no second, the chairsays, “Motion fails for lack of a second.” Motions coming from a committee do not need asecond.

5. Chair restates the motion.Only the chair can formally place a motion before the assembly. The chair repeats the exactmotion, “It has been moved and seconded that…” The motion is now pending. Once statedby the chair, it cannot be changed or withdrawn without consent of the members.

6. Debate or discussion.Immediately after stating the question the chair asks, “Is there discussion?” The maker of themotion has the right to speak first. Discussion must remain relevant to the pending question.The chair should endeavor to alternate pro and con speakers. The maker of the motion mayvote against the motion, but may not speak against it.

7. Putting the question – the vote.When discussion appears to be concluded, the chair asks, “Are you ready for the question?”If the discussion has been long, or amendments made, the motion should be restated as itpresently stands. The chair says, “The question is on the adoption of the motion that …” Thechair then calls for the vote by saying, “All those in favor of the motion say ‘Aye’” andpausing for response. “All those opposed say ‘No’.” Always call for the negative vote, nomatter how unanimous the affirmative vote may appear.

8. Chair announces result.No motion is complete until the chair has announced the result of the vote. The chair says,“The ‘ayes’ have it and the motion is adopted,” or, “The ‘nos’ have it and the motion isdefeated.” In a counted vote, the chair should first announce the count, then the result of thevote. The chair then states the effect of the vote.



In addition:

A motion may be made to amend the amendment following the same procedure: to strike; to insert; to strike and insert; or to substitute.

For example, if the amendment is to insert in the substitute motion: I move to amend the amendment by inserting “in October in the park.”

HOW MOTIONS MAY BE AMENDED

MAIN MOTION: I move that we have a parenting program at the park.

This main motion may be amended by making a motion:

To strike a particular word or phrase: I move to amend the motion by striking the words, “at the park.”

OR

To insert a particular word or phrase: I move to amend the motion by inserting “in October” after the word “program.”

OR

To strike and insert a particular word or phrase: I move to amend the motion by striking “at the park” and inserting “in November on the school grounds.”

OR

To substitute the entire motion: I move to substitute the following: “That we have an ice cream social.”

NOTE: A vote must be taken on the motion to amend the amendment before any other amendments may be proposed. The main motion must be voted upon after all amendments have been addressed.



PTA Basic Parliamentary Procedure: Did You Know?

• Following basic parliamentary procedure at PTA meetings ensures order, promptness andfair and impartial treatment for all.

• The parliamentary authority for PTA is Robert’s Rules of Order, Newly Revised.

• Bylaws provide the basic framework for the PTA purposes and the governing structure.

• Bylaws may never be suspended.

• Bylaws should be reviewed annually to determine if any changes are needed. Follow theCalifornia State PTA procedures to amend bylaws.

• Standing rules provide detail regarding procedures for the PTA.

• A standing rule may be amended at any association meeting by a majority vote. (A two-thirdsvote is required if no previous notice has been given.)

• Each board member should have a copy of the bylaws. At the beginning of a new term ofoffice, the bylaws should be reviewed by the entire board.

• Every board member needs to know and understand the bylaws – “the rules of the game.”

• A copy of the bylaws must be provided to any member upon request.

• The executive board should be trained in parliamentary procedure in order to model it forthe membership.

• The parliamentarian advises the president who rules on points of order and proceduralquestions.

• A motion chart may be laminated and placed between the president and the parliamentarianfor easy reference at meetings.

• Many district PTAs keep a supply of standard Bylaws for Local PTA/PTSAs and CouncilBylaws available for purchase.

• Units should provide the council and district PTA with a copy of their bylaws.

• A PTA position may be filled by only one person.

• One position equals one vote.

• Minutes should contain records of all actions taken by the group, including the exactwording of every motion, the maker of the motion and the actions taken on that motion.

• The secretary or chair should request that the motion be in writing if the motion is long orinvolved.


• Only one action may be considered at a time.

• Any action (spending money, adopting programs, etc.) to be taken requires a motion.

• When several PTA members wish to speak to the same issue during a meeting, theparliamentarian may assist the president by noting the names of those wishing to speak and theorder in which they should be called.

• Only members of the group that is meeting have the right to attend unless the group grantspermission for guests to attend. However, the right to vote cannot be granted to a guest.

• PTA bylaws define each separate meeting group – committee, executive board and association– and assign separate responsibilities and authority to each group.

• A special meeting may be called to consider one or more items of business requiring urgentaction before the next regular meeting.

• Voice vote is the regular method of voting on motions requiring a majority vote. If the chairbelieves the vote will be close, he may call for the vote by a show of hands.

• A rising vote is the regular method of voting on motions requiring a two-thirds vote. It isalso used to verify an inconclusive voice vote.

• The chair may order a “rising count” or “count of the house” to verify an inconclusive voicevote.

• A two-thirds vote is required to change any action previously adopted by the group, such asbylaws or the budget.

• A standing rule may be adopted to limit the length of time for any motion and to limit thenumber of speakers on each side of the issue and the time to be allotted for each speaker.

• Voting by proxy is prohibited.

• The president protects the impartiality of the chair by exercising the right to vote (or byabstaining) only when the vote will affect the outcome, i.e., to break a tie vote, or when the vote isby ballot.

• Members must be given written notice of all association meetings, along with an agenda thatincludes all action items to be considered, at least ten (10) days prior to the meeting.

• Only members are legally qualified to make motions, discuss and vote.


The parliamentary authority for PTA is Robert’s Rulesof Order Newly Revised.

Bylaws provide the basic framework for the PTA pur-

poses and the governing structure.

Bylaws may never be suspended.

Bylaws should be reviewed annually to determine if any

changes are needed. Follow California State PTA pro-cedures to amend bylaws.

Standing rules provide detail regarding procedures for

the PTA.

A standing rule may be amended at any association

meeting by a majority vote. (A two-thirds vote is re-quired if no previous notice has been given.)

Each board member should have a copy of the bylaws.

At the beginning of a new term of office, the bylawsshould be reviewed by the entire board.

Every board member needs to know and understand

the bylaws – “the rules of the game.”

A copy of the bylaws must be provided to any member

upon request.

The executive board should be trained in parliamentary

procedure in order to model it for the membership.

The parliamentarian advises the president, who rules

on points of order and procedural questions.

A motion chart may be laminated and placed between

the president and the parliamentarian for easy refer-ence at meetings.

Many district PTAs keep a supply of standard bylaws

for local PTA/PTSAs and council bylaws available forpurchase.

Units should provide a copy of their bylaws to the coun-

cil and district PTA. A PTA position may be filled byonly one person. One position equals one vote.

Minutes should contain records of all actions taken by

the group, including the exact wording of every motion,the maker of the motion and the actions taken on thatmotion. The secretary or chair should request that themotion be in writing if the motion is long or involved.

Only one action may be considered at a time.

Any action (spending money, adopting programs, etc.)

requires a motion.

When several PTA members wish to speak to the same

issue during a meeting, the parliamentarian may assistthe president by noting the names of those wishing tospeak and the order in which they should be called.

Only members of the group that is meeting have the

right to attend unless the group grants permission forguests to attend. However, the right to vote cannot begranted to a guest.

PTA bylaws define each separate meeting group –

committee, executive board and association – and as-sign separate responsibilities and authority to eachgroup.

A special meeting may be called to consider one or

more items of business requiring urgent action beforethe next regular meeting.

A voice vote is the regular method of voting on motions

requiring a majority vote. If the chair believes the votewill be close, the chair may call for the vote by a showof hands.

A rising vote is the regular method of voting on motions

requiring a two-thirds vote. It is also used to verify aninconclusive voice vote.

The chair may order a “rising count” or “count of the

house” to verify an inconclusive voice vote.

A two-thirds vote is required to change any action pre-

viously adopted by the group, such as bylaws or thebudget.

A standing rule may be adopted to limit the length of

time for any motion and to limit the number of speakerson each side of the issue and the time to be allotted foreach speaker.

Voting by proxy is prohibited.

The president protects the impartiality of the chair by

exercising the right to vote (or by abstaining) only whenthe vote will affect the outcome; i.e., to break a tie vote,or when the vote is by ballot.

Members must be given written notice of all association

meetings, along with an agenda that includes all actionitems to be considered, at least 10 days prior to themeeting.

Only members are legally qualified to make motions,

discuss and vote.

Basic parliamentary hints to ensure PTA productivity and fairness

Following basic parliamentary procedure at PTA meetings provides for order, promptness, and fairand impartial treatment for all.

PTAinCA_Issue1_Oct2010_PTAinCA_Issue4_Mar2010 10/4/10 1:41 PM


Bylaws play an essential role in the PTA organization. Open yourcopy, review them as a board, and start learning today!

People tend to think of several things when they hear the term “bylaws” including “restrictive,” “rules,” and “Who needs them?” to name a few. But the more familiar you are with unit, council or district bylaws, the more you’ll appreciate their contribution to running an organization smoothly. The cover page indicates the date your PTA was organized. The internal signature page indicates when bylaws were last adopted. Bylaws should be reviewed each year and updated at least every three years or whenever changes are needed. Contact your PTA council or district parliamentarian for assistance or information on updating your bylaws.

Article I of the bylaws states the name of the organization as it was chartered. This is the legal PTA name and must appear on all legal documents such as minutes, tax filings, any communication to state PTA, etc. Article II states the purpose ofthe organization. The board should review its PTA’s goals to ensure alignment with the purposes of PTA. Article III outlines the basicpolicies of PTA, including noncommercial, nonsectarian and nonpartisan policies. It states PTA cannot enter into memberships with other organizations – with exceptions. Study the Toolkit to learn what the exceptions are. Article III also details what to do should the unit, council or district be dissolved. Article IV details membership: per capita dues and how much goes where, remittance deadlines and other pertinent membership information. Article V lists required officers,nominating committee requirements, term restrictions and dates of elections. Article VI gives details ofofficers and their duties as stated in the bylaws. This covers president, vice presidents, secretary, treasurer, etc. Article VII could be retitled Everything You Always Wanted to Know about Association Meetings

but Didn’t Know Where to Look. Literally everything to knowabout an association or general meeting is contained here: day of the week and the meeting months; which meeting elections are held; the required meeting quorum; who can make motions, debate and vote; the budgets, programs and expenditures which must be approved by the membership; and requirements for calling special meetings – and there a few. Finally, this article discusses proxy voting, which is never allowed. Article VIII is full of informationabout the executive board; who is included on the board, what the board does, how the board approves payments, what committees it can create, and how to fill board vacancies. Members of the executive board may not serve as paid employees of or under contract to the association (conflict of interest). Here learn how to call a special meeting and how to legally remove a non-attending officer or one whose conduct is injurious to the organization. “Due process” is fully outlined and must be followed. Article IX covers committees. Essential knowledge in this section is how to form committees, how long the committees serve, how to make and file committee reports and the due process for committee chairmen.

Article X covers council PTAmembership. It states to which council you belong (if in council), the amount of council per capita dues, and who represents the PTA at council meetings. Out-of-council PTAs strike this article and renumber the remaining articles. Article XI details the charterprocedure for all local PTAsorganized under the authority of California State PTA. The requirements of constituent organizations – units in goodstanding – are found here. Article XII explains PTA’srelationship with National PTA and California State PTA and that the bylaws may not conflict with either. Article XIII contains the Articlesof Organization.

Article XIV states the start andend of the fiscal year and various identification numbersassigned to the PTA. Article XV states the parliamentary authority that is Robert’s Rules of Order Newly Revised. Parliamentary authority empowers PTAs in achieving proper meeting procedures and respecting every member’s opinion. Article XVI outlines the bylaw amendment procedure.

Bylaws Play an Essential Role in Your PTA




What is a Parliamentarian?

• A parliamentarian is a consultant to the president.

• The role of parliamentarian is purely an advisory and consultative one since parliamentarylaw gives the chair alone the power to rule on questions of order or to answerparliamentary inquires.

• The parliamentarian can only speak to the assembly if the president makes such a request.

What Can the Parliamentarian Do?

The parliamentarian shall: Attend all meetings of the association and of the executive board and give necessary

advice in parliamentary procedure when requested. Call the first meeting of the nominating committee, conduct election of chairman and

give instructions in procedure, and may be contacted for additional information, if needed, and shall attend meetings of the nominating committee only if elected to serve as a member of the committee. Chair the bylaws committee and review bylaws and standing rules annually. Be entitled to all rights and privileges of membership including the right to make

motions, debate and vote.

How Does the Parliamentarian Assist the President?

Study PTA bylaws and standing rules, Robert’s Rules of Order, Newly Revised and other parliamentary resources. Teach the president, executive board and members how to use parliamentary procedure. Listen carefully to all meeting proceedings. Keep a running list of members wishing to speak to

an issue. Answer parliamentary questions as needed.


2016 California State PTA Convention -Page 4- D01-Parliamentary Procedure-Easy as ABC 2016 California State PTA Convention -Page 9- D01-Parliamentary Procedure-Easy as ABC


Job Description for Parliamentarian

Principals of Parliamentary Law are

... justice and courtesy to all;

... rights of the minority protected;

... rule of the majority reflected;

... partiality to none;

... consideration of one subject at a time.

The bylaws are specific rules by which the unit is

governed, and they supersede any general rule of

parliamentary law with which they may be in conflict.

They are the “Articles of Organization.” They may not

be suspended, even by a unanimous vote. Any action

contrary to the unit’s bylaws is null and void and

should be so stated when discovered.

The bylaws of the unit, council, district, State and

National PTA state that Robert’s Rules of Order

Newly Revised shall be the parliamentary authority.

For help in understanding or interpreting “Robert’s”

or the bylaws, contact the council, if in council, or

district PTA parliamentarian.

The parliamentarian is an officer usually appointed

by the president, subject to ratification by the

executive board. A parliamentarian “pro tem” should

be appointed in the absence of the parliamentarian.

“Pro tem” means “for this time only.”

Duties of the parliamentarian are listed in the

bylaws (Article VI, Section 10). Additional

information can be found in the California State

PTA Toolkit “Running Your PTA” section, the

National PTA Quick-Reference Guide (available

from your PTA President) and Robert’s Rules of

Order Newly Revised (or IN BRIEF),latest edition.

ADDITIONAL RESPONSIBILITIES

Review and study the bylaws and standing rules

annually. If changes are required, ask the president to

appoint a committee for this review. Proposed

amendments are approved by the executive board, then

submitted through council (if in council) and district

PTA channels to the state parliamentarian for approval

prior to adoption at an association meeting.

Use the latest version of Bylaws for Local PTA/PTSA

Units or the free California State PTA e-Bylaws

system for units at www.capta.org. The publication

date, noted on the front cover, should not be more than

two (2) years old. Instructions and procedures are

included. Obtain bylaws from the California State PTA

Store. Some district PTA offices have copies for sale.

Verify the PTA council (if in council) and district PTA

have a current copy of the unit’s bylaws.

Ensure each member of the executive board has a

current copy of the unit’s bylaws and standing rules.

Any member is entitled to a copy upon request.

Become familiar with the unit’s copy of Robert’s

Rules of Order Newly Revised (or IN BRIEF), latest

edition.

Provide the members and the executive board with

training on simple parliamentary procedures; how to

state a motion, rules of debate, quorums.

Assist the president in meeting preparation, when

requested.

Advise presiding officer, when requested, on questions

of parliamentary procedure. Parliamentarians do not

“rule.” Only the chair has the power to rule on a

question of order. If the parliamentarian has expressed

an opinion at the request of the chair, the chair must

still make the ruling.

Assist the presiding officer by keeping track of the

order of those wishing to speak, motions, amendments,

voting, etc., during meetings.

Encourage attendance at trainings on parliamentary

procedures and/or bylaw workshops when offered by

the California State PTA, district PTA or council (if in

council).

BYLAWS

As a part of the national organization, the local PTA is

governed by the National PTA bylaws, as well as the

bylaws of the California State PTA, district PTA and

the council (if in council). California State PTA

bylaws contain “starred” articles and sections which

must be included in the local association bylaws.

Note: The adoption of an amendment to any

provision of the California Corporations Code,

identified by a double star, or to any provision of the

California State PTA bylaws, identified by a triple

star, automatically amends the PTA’s bylaws and

does not require a vote of the unit, council or district.

Other revisions to the bylaws may be made only as

provided in the bylaws themselves (Bylaws for Local

PTA/PTSA Units, Article XVI; Council Bylaws,

Article XVII; District Bylaws, Article XVIII).

References to policies and procedures found the

California State PTA Toolkit may not be altered.


POLICIES AND PROCEDURES

Basic policies of the National PTA are included in

all PTA bylaws as Article III. Parliamentarians often

are asked to interpret these policies or give a

rationale for them. The council, district and

California State PTA also have policies and

procedures which must be observed.

NOMINATING COMMITTEE

The bylaws include, as a duty of the parliamentarian

“...shall call the first meeting of the nominating

committee...and give instructions in procedure…”

These instructions include the eligibility requirements

to hold office, the offices to be filled, those sections of

the bylaws which pertain to the conduct of the

nominating committee, committee voting procedure,

etc. The parliamentarian

• conducts the election of the chairman of the

nominating committee.

• does not automatically serve as a member of the

committee, unless elected to it or unless the bylaws

so provide.

• if not a member of this committee, should be

available for any questions by telephone or at a

specific location.

CHECK BYLAWS FOR:

Date of last amendment to bylaws ________________ (Article XVI, signature page)

Date new officers assume duties _________________ (Article V, Section 8)

Quorum for executive board meeting ______________ (Article VIII, Section 7b)

Quorum for association meeting _________________ (Article VII, Section 5b)

Date to elect nominating committee _______________ (Article V, Section 3b)

Date of officer election meeting __________________ (Article V, Section 3g)

Date to elect convention delegates ________________ (Article V, Section 9)

Date to elect council delegates, if any _____________ (Article X, Section 9)

Article XIV

California State PTA ID# _______________________

National PTA ID# _____________________________

Federal Employee Identification Number (EIN)

_____________________________

Franchise Tax Board Number (FTB) ______________

Charitable Trust number _CT____________________

Corporation number, if any _____________________

Fiscal year ________________ to ________________

Council Parliamentarian (if in council)

Name ______________________________________

Telephone___________________________________

E-mail______________________________________

In addition the council parliamentarian shall:

• Remind units to use the latest version of Bylaws for

Local PTA/PTSA Units.

• Receive, review and assist with member unit

proposed bylaw changes and keep records thereof.

Forward proposed changes to the district PTA

parliamentarian promptly, within one to two weeks.

• Maintain a file of up-to-date bylaws for member

units within the council.

• Offer bylaws and parliamentary procedure

workshops for units within the council PTA.

District PTA Parliamentarian

Name ______________________________________

Telephone___________________________________

E-mail______________________________________

In addition the district parliamentarian shall:

• Remind units and council to use the latest bylaws.

• Maintain a file of up-to-date bylaws for member

units and councils within the district PTA.

• Receive, review and assist with proposed unit and

council bylaw changes, and keep records thereof.

Promptly forward proposed changes to state PTA

parliamentarian. Return signed bylaws promptly.

• Maintain an up-to-date file of the district PTA’s

member unit and council numbers: California State

PTA identification, National PTA identification,

employer identification (EIN), Franchise Tax Board

(FTB), Charitable Trust (CT), and, when appropriate,

corporation number and/or seller’s permit number.

• Offer bylaws and parliamentary procedure workshops

for units and councils within the district PTA.

REFERENCES

From the unit, council or district president:

• California State PTA Toolkit (includes California

State PTA Bylaws, policies, parliamentary guides)

• Bylaws for Local PTA/PTSA Units, Council Bylaws,

District Bylaws

From the California State PTA office:

• Leadership Pocket Pal

• Robert’s Rules of Order Newly Revised, latest

edition

• Robert’s Rules of Order, Newly Revised, IN BRIEF

• The a-b-c’s of Parliamentary Procedure


Parliamentarian’s Shopping List

Shameless Commercial: PTA Store http://shop.captastore.org

2016 Standard PTA Bylaws will be available after July 1, 2016



http://shop.captastore.org/

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