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Long Beach Council PTA Red Book 2018 - 2019
Long Beach Council
Dear Unit PTA President, Welcome to Long Beach Council PTA! As a Unit President, you are to be congratulated for being willing to take on such an important responsibility. The LBCPTA board members are looking forward to working with you during this school year. PTA is a multi-level organization with information being passed and communicated through channels (units, council, district, state and national). Membership dues and volunteer hours are just two examples of what passes all the way from the unit level to the national level. It is so important that our units complete the necessary forms and turn them in by due dates so the council, district and state can then meet their own due dates. This Red Book has been compiled by LBCPTA board members to help LBCPTA units fulfill requirements and have access to all sorts of PTA information. Unit presidents are encouraged to make copies of documents turned into LBCPTA. Please remember to make copies of forms BEFORE you fill them out so you may have an original to make copies of if needed again.
Unit presidents are asked to please READ AHEAD in the book. By doing so, you will be able to stay ahead of
the paper trail and allow enough time to gather all the information from your officers. In the Months section, the Green turn-in pages serve as the Money Matters form. They have an at-a-glance look at paperwork and fees due to LBCPTA each month. Unit presidents (UPs) will turn in their paperwork to their area advisors along with the green Money Matters form and the green Unit Tracker at UPs meetings. UPs are encouraged to keep track of what they turn in on the form provided in this Red Book. Recognition will be given at the end of the year to the units that have complied with meeting dates and action items on the Unit Tracker. Long Beach Council PTA is committed to helping you have a smooth and successful presidency. Please do not hesitate to contact any one of us for assistance. Warmest wishes for a great school year,
Long Beach Council PTA Board of Directors
Please pass along any suggestions you might have to improve the Red Book to Sandy Shewchuk ([email protected])
Long Beach Council PTA Red Book 2018 - 2019
Long Beach Council PTA would like to express our appreciation to Office Depot in Signal Hill for their generous discount on printing the Red and Green Books.
Office Depot offers discounts to all Long Beach Council PTA card-carrying members.
Make sure you bring in your PTA card along with this identification number:
8012 137 3740
Long Beach Council PTA
Any PTA member can use this number.
Present this number along with your PTA Membership Card at the printing desk.
If needed, ask for Shahzad Ahman, Manager.
$0.02 cent black and white copies and $0.19 cent color copies.
PLUS discounts on miscellaneous school supplies and more!
This offer is valid only at the Signal Hill store (across the street from CostCo)
2301 E. Willow St., Signal Hill, CA 90755
562-427-6333
Long Beach Council PTA Red Book 2018 - 2019
Table of Contents Intro Pages
Title Page
LBCPTA Board of Directors Roster 1
LBCPTA Chain of Command – Who do I call??? 2
LBCPTA Board of Directors Job Descriptions 3 & 4
How do I get in touch with… 5
Advocacy & Legislative Contact Info 6 & 7
LBCPTA Glossary 8
Honor Unit Award Instructions 9 & 10
LBCPTA Committees to Join for Extra Credit 11
PTA – A Century of Commitment to Children 12
LBUSD School Board Info 13
Map of LBUSD 14
PTA Basics - Organizational Structure & Checklist for a Healthy PTA (Yellow cardstock)
Title Page
Duties & Responsibilities of Unit Presidents & PTA-School Principal Relationship 15
School Principal’s Role & PTA President’s Role 16
Tips for Effective Board Meetings 17
Make the Most of your Association Meetings 18
What are PTA Programs 19
Responsibilities of Officers and Chairmen 20
Committee Information 21
Creating an Event 22
Event Planning Worksheet 23 & 24
What a Chairperson Should Know 25
Committee Report 26
Volunteer Hours 27
Parliamentary Procedure & Controversial Issues in Association Meetings 28 - 31
Just a Minute! What does the Secretary do? 32 - 34
Sample Minutes 35
Sample Executive Board Meeting Agenda 36
Sample Association Meeting Agenda 37
Meeting Script 38 & 39
Membership Information 40
PTA Dues at Work 41
Membership Timeline 42
Engaging Teachers to Join PTA & Building Student Membership 43
Dad’s Involvement Strengthens PTA 44
101 Ways to Increase PTA Membership 45-47
Membership – Record Keeping & A Few Basics 48
Long Beach Council PTA Red Book 2018 - 2019
PTA Basics - continued
Title Page
Marketing your PTA – make it personal 49
Membership Themes 50 & 51
PTA Logo & Tagline 52
Communication Basics for PTA Leaders 53
PTA Talking Points 54
Guidelines to PTA Publications 55 - 57
Increase your PTA Communications 58 - 61
Twitter Tip Sheet 62
Twitter Terms 63
Facebook Tip Sheet 64
Tips for Maximizing Your Social Media Efforts on Facebook 65 & 66
Websites 67 & 68
Style Guide 69 - 72
Finance - Sample Financial Calendar & PTA Financial Flow Chart (Yellow cardstock)
Title Page
A Look at the Budget 73 - 76
Sample Budget 77
The Five-minute audit for PTAs 78
Sample Treasurer’s Report 79
Sample Financial Secretary’s Report 80
Treasurer’s and Auditor’s Notes 81 & 82
Records Retention Schedule 83
Purpose and Preparation for an Audit 84
Audit Report & Checklist 85 & 86
Fiduciary Agreements and Gifts to Schools 87
Fiduciary Agreement Form 88
Working with Foundations and Booster Clubs 89
FAQs about Contracts 90
Directors and Officers Liability Insurance 91
Bonding Insurance 92
Conflict of Interest & Whistleblower Policy 93
Conflict/Whistleblower Form 94
Cash Verification Form 95
Instructions for Payment Authorization 96
Payment Authorization Form 97
Request for Advance 98
Financial Red Flags 99
Money Matters & Turn-in Form 100
Long Beach Council PTA Red Book 2018 - 2019
Months – Unit Presidents Meeting Dates & Unit Presidents Year at a Glance (Yellow cardstock)
Title Page
Unit Presidents Monthly Tracker 101 & 102
August 2018 - What you may need to work on this month… 103
33rd District Instructions for Unit Treasurer’s Annual Report (UTAR) 104
Thirty-Third District UTAR Turn-in form 105
September 2018 UPs Turn-in form 107
September - What you may need to work on this month… 109
Inclusion All Year Long 110
Sample Thirty-Third District PTA Fall Meeting and Training 111 & 112
Sample Thirty-Third District PTA Legislation Conference flyer 113
Professional Governance Standards 114
Professional Governance Standards mail in form 115
CAPTA Grants and Scholarships Information 116
Volunteer Tally Sheet 117
October 2018 UPs Meeting Turn-in form 119
What you may need to work on this month… 121
Red Ribbon Week Celebration Information 122
Sample 33rd District PTA Presidents and Administrators Conference flyer 123
What is Convention??? 124
Unit Roster for 2018 – 2019 school year – Turn-in form 125
November 2018 UPs Meeting Turn-in form 127
What you may need to work on this month… 129
Every PTA Must File Tax Returns 130
Instructions for Filing Annual RRF-1 131 & 132
RRF-1 Form 133
Worker’s Compensation Information 135
Sample Worker’s Compensation Form 136
Worker’s Compensation Turn-in form 137
How to Elect the Nominating Committee Form 139
Slate of Officers form 140
Handling Requests for Relief Assistance 141
LBCPTA Procedures and Guidelines for a partnership with Bethune 142
Bethune “Suggested Donated Items” (English and Spanish) 143
Food Finders 144
Project Shepherd 145
The Essential Role of Bylaws 146
Easy Steps to Bylaws Review 147
e-Bylaws Screen by Screen 148-150
Bylaws Cover Sheet for Units 151 & 152
Thirty-Third District Program/Directory Award Requirements & Instructions 153 & 154
Thirty-Third District Program/Directory Award Submission Turn-in form 155 & 156
National PTA Reflections “Heroes Around Me” 157
National PTA Reflections Official Rules 158
National PTA Reflections “How to Enter” 159
National PTA Reflections Student Entry Form 160
LBCPTA Reflections Report Turn-in Form 161
Long Beach Council PTA Red Book 2018 - 2019
Months - continued
Title Page
December 2018 – NO MEETING
What you may need to be working on this month… 163
CAPTA Convention Information 164
Laura Costley PTA Convention Scholarship 165 & 166
January 2019 UPs Meeting Turn-in form 167
What you may need to be working on this month… 169
Sacramento Safari info 170
Sacramento Safari FAQs 171
Thirty-Third District PTA Teen Scene Conference Sample Flyer 172
Thirty-Third District PTA Annual Meeting Sample Flyer 173
LBCPTA Founders Day Sample invite 174
February 2019 Founders Day UPs Meeting Turn-in form 175
What you may need to be working on this month… 177
What is Founders Day 178
Founders Day Free Will Offering 179
Thirty-Third District PTA Diversity & Inclusion Conference 180
Honorary Service Awards 181
Honorary Service Awards Nomination Sheet 182
Honorary Service Awards Order Form 183
PAT Awards Certificate Order Form 184
March 2019 UPs Meeting Turn-in form 187
What you may need to be working on this month… 189
Sample President’s Script for Elections 190
Annual Unit Historian Report Turn-in form 191
Historian’s Summary Report (your copy) 193
Thirty-Third District PTA Spring Awards & Association Meeting 194
Outstanding Newsletter/Website/E-Bulletin Award Turn-in Form 195 & 196
LBCPTA Graduating High School Senior Scholarship Information 197
LBCPTA Graduating High School Senior Scholarship Turn-in form 198
April 2019 UPs Meeting Turn-in form 199
What you may need to be working on this month… 201
Getting the Most from Convention 202
Unit Convention Attendees info Turn-in Form 203
PTA Teacher Appreciation Week 205
LBCPTA Teacher of the Year Instructions 206
LBCPTA Teacher of the Year Form 207
LBCPTA Unit Information Turn-in form 209
May 2019 UPs Meeting Turn-in form 211
What you may need to be working on this month… 213
In & Out Meeting and Awards Ceremony Sample Invite 214
Keys to a Smooth Transition 215
How to Put Together a Procedure Book 216
Community Volunteer Recognition Turn-in form 217
LBCPTA Unit Program Report Turn-in Form 219
LBCPTA Bylaws Turn-in form 221
Thirty-Third Spring Officers Training 223 & 224
June 2019 – In & Out Meeting and Awards
What you may need to be working on this month… 225
Long Beach Council PTA Red Book 2018 - 2019
@LBC_PTA
Long Beach Council PTA
Long Beach Council PTA Board of Directors Contact Info 2018 – 2019
Website: longbeachcouncilpta.org
(All area codes are (562) unless otherwise noted)
President Tina Bone - 260-6139 [email protected]
Recording Secretary Flora Farzad – 607 - 5656 [email protected]
Treasurer Marie Thompson - 400-0942 [email protected]
Executive Vice President Office, Convention & Laura Costley Scholarship Diana Craighead – 544-1035 [email protected]
(1st VP) Director of Leadership Red Book & Honor Unit Awards Sandy Shewchuk - 533-3715 [email protected]
(2nd VP) Director of Membership Michael Morgan - 472-3825 [email protected]
(3rd VP) Dir. of Communications Website, Program/Directories & Newsletters Robert McCoy - 480-5801 [email protected]
(4th VP) Director of Legislation LBUSD Liaison, Resolutions & Sacramento Safari Open Position
(5th VP) Director of Programs Founders Day, Teacher of the Year & In & Out Meeting/Awards Jodie Storey - 594-8001 [email protected]
(6th VP) Director of Education Parent Education, LBCPTA HS Scholarships & Reflections Open Position
(7th VP) Dir. of Community Concerns Bethune/Homeless Assistance, Health & Safety, Honorary Service Awards, Red Ribbon Week Heather Searles - 949-929-6099 [email protected]
Area 1 Advisor Renee Rodriguez - 449-9233 [email protected]
Area 2 Advisor Shannon Hilleshiem - 400-9675 [email protected]
Area 3 Advisor Linda Simpkins - 310-283-8252 [email protected]
Area Advisor for High Schools Diana Craighead - 429-0301 [email protected]
Auditor Elena Wraight - 716-4667 [email protected]
Corresponding Secretary Sarah Derrick - 233-3719 [email protected]
Financial Secretary Erica Dawson - 858-0446 [email protected]
Historian Barbara Blackburn - 208-2631 [email protected]
Parliamentarian Open Position
Chairmen:
Website – Kari Wanmer - 714-2843 [email protected]
Teacher of the Year – Erica Dawson - 858-0446 [email protected]
Hi-Hill Wear – Sharon Coudyser - 804-2981 [email protected]
LBCPTA HS Scholarships –
Reflections –
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Long Beach Council PTA Red Book 2018 - 2019
Chain of Command Who should I call?
As of this school year, Long Beach Council PTA is made up of 44 PTA units at schools in LBUSD. We are a large council, divided into “areas” with an advisor for each. Area Advisors collect and help keep track of unit reports and materials that are due to council. They are also available to assist unit presidents by answering questions and providing guidance. Unit presidents should not hesitate to contact their area advisor with any questions or concerns. If you cannot get in touch with your Area Advisor, please feel free to call any of the advisors if you need help right away.
Units with questions or concerns should follow these steps, subscribing to PTA’s notion of “going through channels”: Step 1 Contact Area Advisor – if further assistance is needed proceed to step 2 Step 2 Contact LBCPTA Director of Leadership (DOL) - Sandy Shewchuk ([email protected])
or the President - Tina Bone ([email protected])
Area 1 Advisor: Renee Rodriguez [email protected] – 562-449-9233 12 schools
Bancroft (MS), Gompers(K-8), Hoover (MS), Hughes (MS), Intellectual Virtues (MS), Longfellow, Los Cerritos, MacArthur, Madison, Riley, Stanford (MS) & Twain
Area 2 Advisor: Shannon Hilleshiem [email protected] – 562-400-9675 12 schools
Birney, Burcham, Carver, Cleveland, Cubberley (K-8), Emerson, Henry, Keller (MS), Marshall (MS), Newcomb (K-8), Prisk & Smith
Area 3 Advisor: Linda Simpkins [email protected] - 310-283-8252 13 schools
Avalon (K-12), Bixby, Fremont, Gant, Jefferson (MS), Kettering, Lowell, Mann, Naples, Rogers (MS), Signal Hill, Stevenson & Tincher (K-8)
High School Advisor: Diana Craighead [email protected] - 562- 544-1035 7 schools
Browning, Jordan, Lakewood, Millikan, Poly, Wilson & Sato
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Long Beach Council PTA Red Book 2018 - 2019
Long Beach Council PTA Board of Directors Job Descriptions
Board of Directors (BOD) Standing Committees Special Committees
President N/A N/A
Secretary N/A N/A
Treasurer N/A N/A
Executive Vice President Office Committee & Area Advisor for New Units and High Schools
Convention & Laura Costley Scholarship
1st VP Director of Leadership N/A Red Book & Honor Unit Awards
2nd VP Director of Membership N/A N/A
3rd VP Director of Communications Website Programs/Directories & Newsletters
4th VP Director of Legislation LBUSD Liaison Resolutions & Sacramento Safari
5th VP Director of Programs Inspiration Founders Day, Teacher of the Year & In and Out Meeting/Awards
6th VP Director of Education Parent Education Reflections & LBCPTA Scholarships
7th VP Director of Community Concerns Bethune/Homeless Assistance & Health and Safety Honorary Service Awards & Red Ribbon Week
Area 1 Advisor N/A N/A
Area 2 Advisor N/A N/A
Area 3 Advisor N/A N/A
Area 4 Advisor N/A N/A
Auditor N/A N/A
Corresponding Secretary N/A N/A
Financial Secretary N/A N/A
Historian N/A N/A
Parliamentarian Nominating Committee & Bylaws Committee
President: presides over Board of Directors and Unit Presidents meetings; creates the agenda and delivers them electronically to appropriate members; creates council calendar with the Executive Vice President; attends all meetings of the Thirty-Third PTA district board and committees as assigned; shares with appropriate council officers and chairmen information from Thirty-Third District PTA, California State PTA and National PTA; compiles reports as requested for the Thirty-Third District PTA; attends at least one unit meeting in the term for every unit within the council (this responsibility can be shared with other council officers); encourages attendance at the annual California State PTA Convention; makes sure that the correct council due date is placed on all 33rd District PTA flyers and any other appropriate information; along with one additional elected officer will sign all contracts which are legally binding or require a Long Beach Council PTA commitment of money. Secretary: keeps the official record of the activities of the Board of Directors and the Unit Presidents (UPs) meetings; prepare the minutes for the president's review and distribute electronically within one week to council officers; responsible for the sign in sheet at the UPs meetings and files with the minutes; at the end of term, the minutes are to be bound and stored in the bungalow on the Head Start campus. Treasurer: develop a financial due date calendar for the council that will be included in the Red Book; develop a tracking system for all financial filings (IRS, FTB and Annual Treasurer's Report) to ensure that all units in the council are submitting their financial reports in a timely manner; distribute the tracked information to the Board of Directors on a regular basis; create Treasurer’s
Reports and have it delivered electronically, 5 days prior to the meeting(s), to the appropriate members. Executive Vice President: Serves as an aide to the president; chairman of the Office Committee, Convention Committee and the Laura Costley PTA Convention Scholarship Committee; responsible for retrieving mail and distributing it in a timely manner; scheduling all Unit Presidents and Board of Directors meetings; responsible for the allocation of keys for the bungalow at the Head Start school; in charge of opening the venues for the meetings and making sure all needed materials (PTA sign, crates and other supplies) are in place; coordinates the transfer of procedures books from outgoing officers and chairmen to incoming officers and chairmen and if necessary, helps create procedure books; Long Beach Council PTA Handbook; ordering and engraving the council president’s pin for the outgoing president for presentation at the June Council meeting; collect money and purchase a gift for the outgoing president, if desired; work with the president to develop a tentative calendar of council events, meetings and other necessary dates. 1st VP Director of Leadership: Coordinates the work of the Area Advisors; assists with new units; provide leadership training for units; oversees the organization of new units and the disbanding of units in conjunction with Thirty-Third District PTA; responsible for the “paper flow” for the crates at UPs meetings; chairman of the Leadership Team (President, Executive Vice President, Director of Leadership and the Area Advisors).
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Long Beach Council PTA Red Book 2018 - 2019
Long Beach Council PTA Board of Directors Job Descriptions (continued)
2nd VP Director of Membership: Coordinate the ordering and distribution of membership envelopes; coordinate the distribution of membership cards to the units; report membership status at BOD and UPs meetings; support units with membership challenges; create a membership campaign that promotes year round involvement; track council membership by unit and provide reports monthly to the Board of Directors; verify that membership numbers match with the Thirty-Third District PTA Membership report; work with the units to enhance their membership campaigns; present a membership workshop at the LBC training session. 3rd VP Director of Communications: create and distribute the LBCPTA directory to the council members as soon as possible; oversees the maintenance of the LBCPTA web site; promotes the 33rd District communication awards and forwards them on to the district; chairman of the Publication Review Committee (Unit Program Directories & Unit Communications Awards) 4th VP Director of Legislation: attend local legislative conferences and give report at the BOD and UPs meetings; be familiar with and promote the activities and programs provided by CAPTA and 33rd District PTA; promote LBCPTA’s participation in the 33rd District Sacramento Safari; coordinates with the LBCPTA Sacramento Safari Scholarships committee; report is given at the BOD and UPs meetings; if funds are available, attend the Sacramento Safari as a participant; be familiar with the CAPTA convention resolutions to be presented at convention. 5th VP Director of Programs: Founders Day Event; Inspiration; In & Out Meetings and Award Ceremony; Teacher of the Year; present program ideas to council members 6th VP Director of Education: Parent Education; Reflections; LBCPTA Scholarships; when possible, having representation at Ed Source meetings and seeing that a report is given to council members; coordinate the booth at the LBUSD Education Celebration; promote and inform the membership of the scholarship and grants available from CAPTA; LBUSD Science Fair-if budgeted, see that the payment is made. 7th VP Director of Community Concerns: Honorary Service Awards; Red Ribbon Week; Bethune Homeless Project; Health and Safety; work with community agencies and keep the council membership informed of current issues, concerns and new projects within the council’s area: Long Beach, Signal Hill, Lakewood and Catalina; be familiar with the work Thirty-Third District PTA does with the California State Youth Camps; keep the council membership informed of these activities. Area Advisors: leadership liaison to unit presidents within their area; provide individual training to units and their officers when needed; develop a (or implement the) tracking system for all required reports that units are responsible for; keep a roster of each unit’s board of directors; develop a relationship with each unit president to create a partnership; is part of the Leadership
Team; communicate with unit presidents who do not attend meetings and/or have trouble submitting required reports. Financial Secretary: receive all monies from units including membership, insurance, calendars, membership envelopes, event reservations and council fees; bank all council monies within five days; verify with the treasurer and the director of membership the membership enrollment for the council; develop a tracking systems for memberships, insurance payments, council fees and RRF-1s to insure that all units are in good standing; distribute the above tracked information to the Board of Directors on a regular basis; bill units for delinquent monies due for California State PTA insurance, membership dues, envelopes, calendars or any other monies outstanding; work with event chairmen for each council paid event; create Financial Secretary’s Report and have it delivered electronically, 5 days prior to the meeting(s), to the appropriate members; oversees the distribution of the paid 33rd District PTA calendars. Auditor: audit the financial records of the council and issue both a written and oral report at the Unit Presidents meeting; give signed copies of all council audits to the financial officers and a copy of the audit report to the recording secretary; receive and file the monthly reports of the treasurer, financial secretary and the recording secretary’s minutes for use in the audit; set a date for council financial officers to submit their records for audit; perform audits in a quick and efficient manner; develop a tracking system to collect and confirm that all units are performing timely audits; distribute above tracking information to the Board of Directors on a regular basis; one copy of every unit audit and the council audits are to be forward to 33rd District; assist unit auditors in conducting their audits or in the event that a unit does not have an auditor to perform the audit for the unit; assist in training the unit auditors at the LBC training session for incoming officers. Historian: assemble and preserve the record of activities and achievement of the PTA and assists the president in prepareing the Annual Council Historian Report. Corresponding Secretary: provide email meeting reminders to all Unit Presidents and Board of Directors; forward correspondence at the president’s request. Parliamentarian: keep the membership informed of any bylaw changes which affects their units; collect, review and forward unit bylaws to 33rd District PTA; keep a log withf the date of receipt and return of unit bylaws; distribute updated information on unit bylaws to the board of directors on a regular basis; assist units with bylaws parliamentary and election procedures and give general information upon request.
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Long Beach Council PTA Red Book 2018 - 2019
How do I get in touch with:
Thirty-Third District PTA - Office Hours: M-Th 9:30 am to 3:30 pm – F 9:30 am to 12:30 pm
(PLEASE CALL THE OFFICE BEFORE VISITING TO MAKE SURE SOMEONE IS THERE).
Mailing Address: P.O. Box 1235 Lakewood, CA 90714
Office Location: (on the campus of Stephen Foster Elementary) 5629 Pearce Ave Lakewood, CA 90712
Email: [email protected] Phone #: (562) 804-4519 Fax#: (562) 804-5460
California State PTA Address: 2327 L. St. Sacramento, CA 95816-5014
Email: [email protected] Website: CAPTA.org
Phone #: (916) 440-1985 Fax#: (916) 440-1986
National PTA Address: 541 N. Fairbanks Ct., Ste. 1300 Chicago, IL 60611-3396
Email: [email protected] Website: PTA.org
Phone #: (312) 670-6782 Fax#: (312) 670-6783
CAPTA Insurance Broker – BB&T Insurance Service of CA, Inc. Address: 535 N. Brand Blvd., 10th Floor Glendale, CA 91203
Email: [email protected] Website: pta.bbt-knight.com
Phone #: (800) 733-3036 Fax#: (888) 770-1883
Publications & Resources
Crescent Courier – 33rdpta.org Thirty-Third District PTA Newsletter
PTA in California – capta.org CAPTA Newsletter
Our Children – ptaourchildren.org National PTA Magazine
In Touch – talb.org Teachers Association of LB Newsletter
CAPTA Toolkit – capta.org PTA how-to information Book
Materials available at the Thirty-Third District PTA Office: Copy of Existing Unit Bylaws 1.00 Roberts Rules of Order in Brief 8.00 Roberts Rules of Order 11th Edition 14.00 A-B-C’s of Parliamentary Procedures 1.50 PTA Logo Seals (roll of 100 small) 1.50 PTA Logo Seals (roll of 100 large) 1.75 Secretary Books 18.00 Treasurer’s Ledger 5.00 Assorted Pins 1.00 President, Past President and Other PTA Pins Call for prices
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Long Beach Council PTA Red Book 2018 - 2019
Advocacy and Legislative Contacts
LONG BEACH – Patrick O’ Donnell – District 70 Website: a70.asmdc.org Facebook:@AssemblymemberPatrickODonnell
Twitter: @AsmPatODonnell Long Beach Office -5000 E. Spring St., Ste. 550 Long Beach, CA 90815 Phone #: (562) 429-0470 Capitol Address – P.O. Box 942849, Room 2196, Sacramento, CA 94249 Phone #: (916) 319-2070
LAKEWOOD – Anthony Rendon – District 63 Website: speaker.asmdc.org Facebook:@SpeakerAnthonyRendon Twitter:@Rendon63rd District Address – 12132 S. Garfield Ave., South Gate, CA 90280 Phone #: (562) 529-3250 Capitol Address – State Capitol Room 219, Sacramento, CA 95814 Phone #: (916) 319-2063
NORTH LONG BEACH – Mike A. Gipson – District 64 Website: a64.asmdc.org Facebook:@AssemblymemberMikeGipson
Twitter:@AsmMikeGipson District Address – 879 W.190th Street Suite #920, Gardena, CA 90248 Phone #: (310)324-6408 Capitol Address – State Capitol P.O. Box 942849, Sacramento, CA 94249 Phone #: (916) 319-2064
Senator Ricardo Lara – District 33 Website: sd33.senate.ca.gov Facebook: @SenatorRicardoLara Twitter: @Senricardolara Capitol Office - State Capitol, Room 5050 Sacramento, CA 95814 Phone #: (916) 651-4033 LONG BEACH DISTRICT OFFICE - 3939 Atlantic Ave., Ste. Long Beach, CA 90807 Phone #: 562-256-7921
The California State Assembly is the lower house of the California State Legislature.
It consists of 80 members, with each member representing at least 465,000 people.
Members of the assembly are generally referred to using the titles assemblyman (for men), assemblywoman (for women), or assemblymember (for all genders).
The State Assembly convenes at the California State Capitol in Sacramento.
The California State Senate is
the upper house of the California State
Legislature. Due to the state's large
population and relatively small legislature,
the State Senate has the largest population
per representative ratio of any state
legislative house.
The State Senate convenes at the California
State Capitol in Sacramento.
Governor Jerry Brown Website: http://gov.ca.gov Facebook: @jerrybrowngovofca Twitter: @JerryBrownGov Mailing Address: c/o State Capitol, Ste. 1173 Sacramento, CA 95814 Phone #: (916) 445-2841 Fax #: (916) 558-3160
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Long Beach Council PTA Red Book 2018 - 2019
Advocacy and Legislative Contacts (continued)
House of Representatives
Linda Sanchez – 38th Congressional District Website: lindasanchez.house.gov Facebook:@RepLindaSanchez Twitter: :@RepLindaSanchez Washington Office – 2329 Rayburn HOB, Washington, D.C. 20515 Phone #: 202-225-6676 District Office: 12440 E. Imperial Hwy., Ste. 140 Norwalk, CA 90650 Phone #: 562-924-2914
Nannette Diaz Barragán – 44th Congressional District Website: barragan.house.gov Facebook:@CongresswomanBarragan Twitter:@RepBarragan Washington Office: 1320 Longworth HOB, Washington, DC 20515 Phone #: 202-225-8220 District Office: 302 W. Fifth St., Ste. 201, San Pedro, CA 90731 Phone #: 310-831-1799
Alan Lowenthal – 47th Congressional District Website: lowenthal.house.gov Facebook:@RepLowenthal Twitter:@RepLowenthal Washington Office: 125 Cannon HOB, Washington, DC 20515 Phone #: 202-225-7924 District Office: 100 Broadway West Twr., Ste. 600, Long Beach, CA 90802 Phone #: 562-436-3828
U.S. Senate
Senator Kamala Harris Website: www.harris.senate.gov Facebook:@KamalaHarris Twitter: :@KamalaHarris Washington D.C. Office - 112 Hart Senate Office Building, Washington, D.C. 20510 Phone #: (202) 224-3553 Los Angeles Office – 312 N. Spring St., Ste. 1748 Los Angeles, CA 90012 Phone #: (213) 894-5000
Senator Dianne Feinstein Website: www.feinstein.senate.gov/public/ Facebook:@SenatorFeinstein Twitter:@SenFeinstein Washington D.C. Office: United States Senate, 331 Hart Senate Office Building, Washington, D.C. 20510 Phone #: (202) 224-3841 Los Angeles Office – 11111 Santa Monica Blvd., Ste. 915 Los Angeles, CA 90025 Phone #: (310) 914-7300
The United States Congress is the bicameral legislature of
the Federal government of the United States. The legislature
consists of two chambers: the Senate and the House of
Representatives.
The Senate is composed of senators, each of whom represents a
single state in its entirety, with each state being equally
represented by two senators, regardless of its population,
serving staggered terms of six years; with 50 states currently in
the Union, there are 100 U.S. Senators.
The House is composed of Representatives who sit
in congressional districts that are allocated to each of the 50
states on a basis of population as measured by the U.S. Census,
with each district entitled to one representative.
The Congress meets in the United States Capitol in Washington,
D.C.
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Long Beach Council PTA Red Book 2018 - 2019
Long Beach Council PTA Glossary Words you’ll hear a lot and what they mean.
Agenda – a written outline of the order of business. Association – your school’s entire PTA membership also referred to as a unit. Association meetings are usually held once a month according to each unit’s bylaws. Audit – a review of the financial records done twice a year by an auditor elected by your association. Budget – estimate of the unit’s income and expenses for the year. It must be adopted by the association. Bylaws – document that governs how a unit is to operate. Needs to be approved by CAPTA and adopted by the association. They must be reviewed annually and updated every 3 years. Books of Account: All financial records should be kept for seven years, which include the current year. Ledger books are kept permanently. CAPTA – California State Parent Teacher Association. Administrative level between the Thirty-Third District PTA and National PTA. Members of units automatically belong to the California State PTA. See CAPTA.org for more info. Council – coordinating group for a specific set of units, usually in a common school district or geographical area. Your unit belongs to the Long Beach Council. District – administrative level between council level and the state level. Acts as a liaison. Your unit belongs to Thirty-Third District. Executive Board – the elected and appointed officers plus chairmen of standing and special committees.
Founders Day –PTA’s birthday. The celebration is held in February and it refers to our three founders: Alice McClellan Birney, Phoebe Apperson Hearst and
Selena Sloane Butler. HSA (Honorary Service Awards) - CAPTA award program for volunteers. Monies collected by State PTA are used to pay for scholarships. To see more info, please go to the January section of the Red Book. Procedure Book – “how to” manual for each position on the board. PTSA – Parent Teacher Student Association. Generally, middle or high schools which have elected student officers working with the parent and teacher officers. Standing Rules – additional procedures added to the bylaws that pertain to your specific unit. State Board of Managers – the officers and chairman of the State PTA Toolkit – ultimate PTA resource. Electronic version available at CAPTA.org Unit Delegate – two (2) unit members who have been appointed to attend 3 council meetings a year - November, March & June. Charter & Charter Date: Issued by the California State PTA at the time the PTA was organized. Missing your charter? Replace it (for a fee) from the California State PTA office. Minutes: The permanent legal records of all business and financial reports of PTA meetings. All of the #’s listed below can be found in your bylaws:
CAPTA ID #: Article XIV, Section 1. National PTA ID #: Article XIV, Section 2. EIN #: (Employer Identification Number) Article XIV, Section 3. Franchise Tax Board Entity #: Article XIV, Section 4.
Charitable Trust #: Article XIV, Section 5
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Long Beach Council PTA Red Book 2018 - 2019
Honor Unit Award Instructions What are Honor Unit Awards? Honor Unit Awards were established to recognize units that have achieved the highest standards of responsibility and organization. Gold, Silver & Bronze levels will be awarded to the units at the June UPs meeting. This meeting is referred to as the “IN & OUT” Ceremony and Awards. It is called the “IN & OUT” because it is a time to welcome the “IN” coming officers and thank the “OUT” going officers.
The table on the next page will be used for reference by the Leadership Team to determine the award level of the units at the end of the year. If you would like to achieve a certain award, please make sure to complete all the requirements for that level.
If you choose to participate in EXTRA CREDIT, your Area Advisor may use this to bump you up to the next level if you were close to completing that level. Opportunities for EXTRA CREDIT can be found on pages 10 & 11. Please contact your Area Advisor if you have any questions about how to obtain an award level or if you feel you are unable to complete a requirement. Consistent communication with your Area Advisor is an important part of your job as PTA President. Their job is to help you.
All Required items (those with an “R” listed next to them) MUST be turned in regardless of award level. These items are passed on up the line to District, State and National PTA and show that your unit is in good standing. If you need more time to turn in paperwork, please contact your Area Advisor. If a unit president is unable to attend UPs meetings, trainings or conferences, then anyone from the unit may attend as a representative for the unit. If need be, share the responsibilities among the executive board and have a different person attend each of the monthly meetings, trainings or conferences. Having a unit president that works during the day is not an excuse for the unit missing monthly Unit President Meetings. Please communicate with your area advisor if this is an issue for you. After 3 months, if a unit HAS NOT:
1. Shown up to a Unit President’s meeting, 2. Communicated with their Area Advisor the reason they have not attended the meetings OR 3. Turned in required paperwork, then
the Leadership Team; along with the Financial Team, will collect the units books (bank statements, check book and minutes) to assess the situation and determine how best to support the unit going forward.
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Long Beach Council PTA Red Book 2018 - 2019
Honor Unit Awards Instructions (continued)
Level R
Required
MC Membership
Challenge
M & D Meetings & Delegates
T Training
P Programs
Gold
Turn in all required
paperwork &
Bylaws are current
Increase last year’s membership by at
least 1 OR
100% school enrollment
Attend 7 UPs meetings and bring at least 2 delegates
to the Nov. & Mar.
meetings
LBCPTA Red Book Meeting 33rd Spring Training (2018 OR 2019) 33rd Fall Training (2018) CAPTA Convention OR Sac. Safari
Turn in a Unit Program Report
(p. 219 in Red Book)
With 3 programs listed
Silver
Turn in all required
paperwork &
Bylaws are current or in
process
Increase last year’s membership by at
least 1 OR
100% school enrollment
Attend 6 UPs meetings and bring
delegates to the Nov. & Mar.
meetings
LBCPTA Red Book Meeting AND
Attend 2 of the following: 33rd Spring Training (2018 OR 2019) 33rd Fall Training (2018) CAPTA Convention OR Sac. Safari
Turn in a Unit Program Report
(p. 219 in Red Book)
With 2 programs listed
Bronze
Turn in all required
paperwork &
Bylaws are current or in
process
Have 90% of last year’s membership
number OR
100% school enrollment
Attend 5 UPs meetings and bring delegates to either the Nov. OR Mar.
meetings
LBCPTA Red Book meeting AND
Attend 1 of the following: 33rd Spring Training (2018 OR 2019) 33rd Fall Training (2018) CAPTA Convention OR Sac. Safari
Turn in a Unit Program Report
(p. 219 in Red Book)
With 1 programs listed
Opportunities for Extra Credit Join a LBCPTA
Committee (see next page)
Attend Thirty-Third District PTA Conferences (info will be emailed):
Legislative (October)
Presidents & Administrators Meeting (November)
Annual Meeting (February)
Teen Scene (February)
Diversity & Inclusion (March)
Spring Awards Meeting (April)
Awards other than Gold, Silver or Bronze may be handed out at the discretion of the Leadership Team.
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Long Beach Council PTA Red Book 2018 - 2019
LBCPTA Committees to join for Extra Credit
Get an idea of what it’s like to be a LBCPTA Board member. Contact the person listed below in the area you are interested in to lend your hand and earn extra credit for your unit.
COMMITTEE DESCRIPTION CONTACT Inspiration Lead the Pledge of Allegiance and present an
inspirational quote or report on a successful program/event you held at your school during an UPs meeting.
Director of Programs - Jodie Storey 594-8007 - [email protected]
LBUSD Liaison Attend an LBUSD School Board meeting and present a brief report during an UPs meeting.
Director of Legislation -
Reflections Help with the Reflections Art Program Director of Education –
Communications Help with the judging of Unit Program/Directories & Newsletters
Director of Communications - Robert McCoy 480-5801 - [email protected]
Convention Help with planning LBCPTA events leading up to and during the CAPTA Convention
Executive Vice President - Diana Craighead 429-0301 - [email protected]
Red Book Help prepare the Red Book for the next school year. Attend one meeting in April to give feedback.
Director of Leadership - Sandy Shewchuk 533-3715 - [email protected]
Founders Day Help plan Founders Day Director of Programs - Jodie Storey 594-8007 - [email protected]
Honorary Service Awards
Help find and evaluate recipients of HSAs Director of Community Concerns Heather Searles - 949-929-6099 [email protected]
In & Out Meeting Help plan In & Out Director of Programs – Jodie Storey 594-8007 - [email protected]
Teacher of the Year Help judge essays turned in TOTY Chairman - Erica Dawson 858-0466 - [email protected]
High School Scholarships
Help judge essays turned in Director of Education
Nominating Committee
Be a part of the nominating committee and find people to take positions for the next LBCPTA Board of Directors
Parliamentarian
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Long Beach Council PTA Red Book 2018 - 2019
PTA—A Century of Commitment to Children
For more than a century, PTA has reminded our nation of its obligations to children and provided resources and
important information to parents and teachers. Whenever young people’s education, health, safety, or well-being
were threatened, PTA members were on the forefront of working to resolve those challenges. PTA has been
instrumental in the passage of important laws and guidelines that we sometimes take for granted today, such as:
Creating a separate criminal justice system for juvenile offenders
Enforcing child labor laws
Building Kindergarten into the public school system
Supplying federally funded hot-lunches—that now feed more than
26 million children a day
Supporting school bus safety regulations
Creating the content-rating system for television programs—yes,
PTA supported the creation of that ratings indicator you now see
in the upper-left corner of your TV screen.
Many of these concerns may not have been addressed if PTA members did
not take up the cause!
PTA has never been shy to tackle tough issues - from talking about sex
education as early as 1916 to supporting HIV/AIDS education programs in
the 1980s, PTA has been there to help parents and teachers be partners in
children’s education.
Our Legacy of Caring Continues
PTA prides itself on being a powerful voice for children’s education and
health issues, a relevant resource for parents, and a strong advocate for
public education efforts such as:
Developing resources for parents and teachers to promote
diversity and encourage inclusiveness in our schools; and
Offering practical information and tools for parents and teachers on a broad range of topics ranging from
child nutrition and wellness to school/family communication to TV and media violence and bullying.
Supporting and speaking on behalf of children and youth before governmental bodies & other
organizations to secure adequate laws for the care and protection of children & youth.
Times and issues may have changed, but advocating for children still requires steadfast parent involvement. That’s
why parent involvement remains at the core of all PTA’s efforts. Today, more than 5 million PTA members actively
work in schools and communities to make every child’s potential a reality.
A Century of Caring Throughout PTA’s history, we have
championed social, health, safety,
and education issues affecting
children and youth.
1900s Juvenile Justice and Child
Labor Laws
1910s Establishment of
Kindergarten
1920s Nationwide Children’s
Health Project
1930s Nutrition & Emergency
Services
1940s National School Lunch Act
1950s Salk Polio Vaccine Trials
1960s Child Protection & Toy
Safety Legislation
1970s Television & Media
Violence
1980s HIV/AIDS Education
Program
1990s TV Ratings/National
Education Goals
2000s Parent Involvement
Standards defined in Federal Law
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