Local Unit Resource Guide

The Local Unit Resource Guide (LURG) is provided to your local unit on the web for your convenience. Not only is it easy to use, it is a benefit and privilege of membership that has reduced printing and mailing costs in the state budget. The LURG is provided in PDF format. Please feel free to share with your board members.

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folder icon 27 LURG Section 9

SECTION 9 FORMS

Table of Contents

Instructions for Completing Forms and Ordering Materials .....................................9.1

Local Unit Dues Remittance Statement ...................................................................9.2

Local Unit/Council Officers’ Contact Information & Bulletin Subscription Form .......9.3

Local Unit Standards Form ......................................................................................9.4

2010 Proposed Legislation Program Order Form ....................................................9.5

Membership Envelope Order Form .........................................................................9.6

Membership Card Order Form ................................................................................9.7

Life Membership Award Order Form .......................................................................9.8

President’s Honor Award Order Form .....................................................................9.9

Distinguished Service Award Order Form ...............................................................9.10

Student Leadership Award Order Form ...................................................................9.11

Certificate of Appreciation Order Form ....................................................................9.12

Bylaw Amendment Form .........................................................................................9.13

501 (c)(3) Determination Letter Request Form ........................................................9.14

Local Unit Audit Report ...........................................................................................9.15

Audit Checklist/Financial Management ...................................................................9.16

Outstanding Communications Recognition Program and Application .....................9.17

Volunteer of the Year Nomination Form ..................................................................9.18

DocumentsDate added

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Section 8:

INSPIRATIONS & INSTALLATION

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Section 7 Table of Contents

 Reflections Program ..............................................................................................7.1
Phoebe Apperson Hearst Family-School Partnership Awards Program..............................7.2
Programs for Parent/Family Involvement....................................................................7.3
Virginia PTA Citizenship Essay Project .......................................................................7.4
Virginia PTA Scholarship Program ............................................................................7.5
Virginia PTA Service Awards ..................................................................................7.6 Membership Honor Roll Award ...............................................................................7.7 Outstanding Communications Recognition Program ..................................................7.8
Volunteer of the Year ........................................................................................7.9

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SECTION 6-STANDING COMMITTEES
Table of Contents


Committee Chairman’s Guidelines...........................................................................6.1
Arts in Education Committee.................................................................................6.2
Bylaws Committee................................................................................................6.3
Communications Committee …...............................................................................6.4
Diversity Committee …..........................................................................................6.5
Education Committee  .........................................................................................6.6
Event Planning.....................................................................................................6.7
Field Service Committee………………………………………………………..............................……6.8
Health and Safety Committee ..............................................................................6.9
Legislation Committee ..........................................................................................6.10
Legislation Program………………………………………………………..................................…...6.10-1
What is a Resolution?.........................................................................................6.10-2
National PTA Legislation Program…………………………………...............................………..6.10-3
Membership Committee …...................................................................................6.11
Parental Involvement Committee .........................................................................6.12
Secondary PTA/PTSA Committee ....................................................................... 6.13
Volunteers Committee...........................................................................................6.14

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Section 5. TOOLS FOR SUCCESS
Table of Contents


Leadership In Your PTA.................. ......................................... ............................5.1
Procedure Book .............................. ...................................... .............................5.2
Standing Rules........ .................................................................. ............... ..........5.3
Sample Agenda for General Membership Meetings............. ........................................5.4
Sample Agenda for Executive Committee Meeting ......................................................5.5
Parliamentary Procedure .............. .........................................................................5.6
Sample Minutes ........................................................... .........................................5.7
The Nominating Committee ........................................................... .......................5.8
Election of Officers...................................... ..........................................................5.9
FAQs………………………………….. ...............................................................................5.10

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Section 4 - FINANCIAL MANAGEMENT

Table of Contents Financial Management……………………..... …………………………….4.1
Federal Tax Exemption (GEN and EIN).................................... .. ..................... 4.2
Virginia Sales Tax Exemption ........................................................................ 4.3
Fiscal Year ..................................................................................................... 4.4
Budget Year ................................................................................................... 4.5
Budget and Finance Committee...................................................................... 4.6
Noncommercial Policy..................................................................................... 4.7
Commercial Co-Venturing............................................................................... 4.8
Gaming Regulations........................................................................................ 4.9
IRS Filing ........................................................................................................ 4.10
Charitable Contribution ................................................................................... 4.11
Sample 1 Budget   .......................................................................................... 4.12
Sample 2 Budget ………………………………………………..........................……………...……4.13
Sample 1 Treasurer’s Report  ......................................................................... 4.14
Sample 2 Treasurer’s Report………………………………………...…......................………... 4.15
Sample Annual Report.................................................................................... 4.16
Sample Audit Report....................................................................................... 4.17
Virginia PTA Position on Fundraising.................................................................. 4.18
Suggested Use of PTA Funds......................................................................... 4.19
Missing PTA Funds.......................................................................................... 4.20
Why PTA Insurance? ...................................................................................... 4.21

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Section 3. THE EXECUTIVE COMMITTEE
Table of Contents


What is it?....................................................................................... 3.1
PTA President................................................................................. 3.2
President-Elect................................................................................ 3.3
Vice President..................................................................................3.4
Secretary......................................................................................... 3.5
Treasurer......................................................................................... 3.6

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Section 2.  FIRST THINGS FIRST
Table of Contents


Why PTA?..................................................................................2.1
Virginia PTA Unit in Good Standing Criteria ..............................2.2
President’s Calendar/Checklist ..................................................2.3
Virginia PTA Publications .......................................................... 2.4

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Section 1. STRUCTURE
Table of Contents


PTA Structure………………………………………………………….1.1
Virginia PTA……………………………………………………………1.2
Virginia PTA State Office……………………………………………..1.3
PTA Connections Beyond Your Local Unit…………………………1.4

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