LBCPTA Red Book 2017 - 2018

Long Beach Council PTA, Inc. 2017 - 2018 Unit Presidents (UPs) Meetings

Time: 9:30 am Place: Head Start Auditorium 1260 E. 33rd Street, Signal Hill, CA 90755 (Additional parking is located at the TRC) Attendance at monthly meetings is part of the responsibility of the Unit President. Vital information and training will be gained by being present at these meetings each month. If you are unable to make it, you should send someone else from your board to represent your unit. Make sure you give them the paperwork that is required to turn in each month to keep your unit in good standing. Unit Presidents meetings will start promptly at 9:30. Area Advisors will be at the meeting by 9:00. If you need to speak with them about issues occurring with your PTA/PTSA, please show up early.

Date Type of Meeting Who Should Attend 2017

August 8th Red Book Orientation All Unit Presidents, Officers & Chairmen

September 12th Executive Board (UPs meeting) All Unit Presidents or their representatives

October 10th Executive Board (UPs meeting) All Unit Presidents or their representatives

November 14th Council Meeting All Unit Presidents or their representatives & Delegates

2018

January 9th Executive Board (UPs meeting) All Unit Presidents or their representatives

February 13th Executive Board (UPs meeting)

Founders Day meeting Location to be determined

All Unit Presidents or their representatives, officers, board members & Principals

March 13th Council Meeting All Unit Presidents or their representatives

April 10th Executive Board (UPs meeting) All Unit Presidents or their representatives

May 8th Executive Board (UPs meeting) All Unit Presidents or their representatives

June 5th Council Meeting

“In & Out Meeting/Awards” Location to be determined

Current president, new president, current board members, new board members & Principals

LBCPTA Red Book 2017 - 2018

Honor Unit Awards Instructions

What are Honor Unit Awards? Honor Unit Awards were established to recognize units that have achieved the highest standards of responsibility and organization. Platinum, Gold, Silver & Bronze levels will be awarded to the units at the last UPs meeting of the year in June. 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 “Award of Merit” level recognizes those units who are working hard to get their unit in compliance with the requirements needed to keep in good standing. All awards are issued at the discretion of the Leadership Team. The table below and on the next page will be used by the Leadership Team (President, Vice President, Dir. of Leadership and Area Advisors) 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. All Required items (those with an “R” listed next to them on the Honor Unit Form – HUF) 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. The Platinum Award level gives special recognition to those units who make the effort to complete all the items that go towards enhancing the successfulness of a unit. It is geared toward the units who like the feeling of accomplishment that comes from challenging work. The EXTRA CREDIT option will not be applied to this level. 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.

*UPs = Unit Presidents

Level

M & D Meetings & Delegates

T/C Training / Conferences

P Programs

R Required

MC Membership

Challenge

Platinum

Attend all 9 UPs meetings and

bring 2 delegates to

both the Nov & Mar UPs

meetings

LBCPTA Red Book meeting

33rd Legislative Conference

33rd Pres. & Admin. Meeting

33rd Annual Meeting

33rd Teen Scene

33rd Spring Awards Meeting

33rd Sac. Safari

CAPTA Convention

33rd Spring Training OR

33rd Fall Training

Reflections

Teacher/Community

Recognition

Teacher of the Year

Directory OR

Communications

Relief Assistance

Turn in all required

paperwork &

Bylaws are current

Increase last year’s

membership by at least 1 on or

before April 1st OR

100% school enrollment

LBCPTA Red Book 2017 - 2018

Honor Unit Awards Instructions (continued)

Level M & D

Meetings & Delegates

T/C Training / Conferences

P Programs

R Required

MC Membership

Challenge

Gold

Attend 7 UPs meetings and

bring 2 delegates to both the

Nov & Mar UPs meetings

Attend the LBCPTA Red Book meeting

AND 5 of the Trainings /

Conferences listed in the Platinum level

Reflections

Teacher/Community Recognition OR Teacher

of the Year

Directory OR Communications

Relief Assistance

Turn in all required

paperwork &

Bylaws are current

Increase last year’s membership by at

least 1 on or before April 1st

OR 100% school enrollment

Silver

Attend 6 UPs meetings and

bring 1 delegate to the

Nov & Mar UPs meetings

Attend the LBCPTA Red Book meeting

AND 4 of the Trainings /

Conferences listed in the Platinum level

Do 3 of the following:

Reflections

Teacher/Community Recognition

Teacher of the Year

Directory OR Communications

Relief Assistance

Turn in all required

paperwork &

Bylaws are current

Increase last year’s membership by at

least 1 on or before April 1st

OR 100% school enrollment

Bronze

Attend 5 UPs meetings and

bring 1 delegate to the

Nov & Mar UPs meetings

Attend the LBCPTA Red Book meeting

AND 3 of the Trainings /

Conferences listed in the Platinum level

Do 2 of the following:

Reflections

Teacher/Community Recognition

Teacher of the Year

Directory OR Communications

Relief Assistance

Turn in all required

paperwork &

Bylaws are current

Increase last year’s membership by at

least 1 on or before April 1st

OR 100% school enrollment

Award of

Merit - - - -

-

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. More information about EXTRA CREDIT can be found on the next page.

LBCPTA Red Book 2017 - 2018

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 Report on a successful program/event you held at your school during an UPs meeting.

Director of Programs - Jodie Storey 594-8007 - kwstorey@msn.com

LBUSD Liaison Attend an LBUSD School Board meeting and present a brief report during an UPs meeting.

Director of Legislation - Michelle Anderson 433-9700 - michellerob@verizon.net

Reflections Help with the Reflections Art Program Kim Erkman 201-8005 - trexerkman@gmail.com

Communications Help with the judging of Unit Program/Directories & Newsletters

Director of Communications - Robert McCoy 480-5801 - mccoyra@yahoo.com

Convention Help with planning LBCPTA events leading up to and during the CAPTA Convention

Executive Vice President - Diana Craighead 429-0301 - craigheadd@aol.com

Red Book Help prepare the Red Book for the next school year

Director of Leadership - Sandy Shewchuk 533-3715 - Sandshew89@gmail.com

Founders Day Help plan Founders Day Director of Programs - Jodie Storey 594-8007 - kwstorey@msn.com

Honorary Service Awards

Help find and evaluate recipients of HSAs Director of Community Concerns Heather Searles - 949-929-6099 smilehrg@icloud.com

In & Out Meeting

Help plan In & Out Director of Programs – Jodie Storey 594-8007 - kwstorey@msn.com

Teacher of the Year

Help judge essays turned in TOTY Chairman - Erica Dawson 858-0466 - Flubafolks2@gmail.com

LBCPTA High School Scholarships

Help judge essays turned in Director of Education

Nominating Committee NOT AVAILABLE UNTIL FALL 2018

Be a part of the nominating committee and find people to take positions for the next LBCPTA Board of Directors

Parliamentarian

LBCPTA Red Book 2017 - 2018

2017 – 2018 Honor Unit Form (HUF)

______________________________________________________________________________________ Name of Unit/School Name of PTA President Area

Honor Unit Achievement Awards To recognize units that have achieved the highest standards of responsibility and organization, the following Honor

Unit Levels will be awarded at the In & Out meeting in June. Please see the Instruction Sheet on the previous pages for information on how to obtain the various awards:

Platinum Gold Silver Bronze

Membership Dues are to be turned in monthly as received Presidents – please initial in the column next to the items you are turning in. Thank you.

Categories R Required

M Meetings

T / C Training / Conferences

P Programs

MC Membership Challenge

Award

Category Honor Unit Form Requirements (side 1)

UPs initials

AA initials

T AUGUST 8th – Red Book Meeting - BRING YOUR BOARD MEMBERS

M SEPTEMBER 12TH – UPs Executive Board Meeting

R Treasurer’s Reports (May – Aug)

R Unit Treasurers Annual Report (2 copies) 7-1-16 to 6-30-17

R Year End Audit (Jan - Jun) (2 copies)

MC Membership Dues (#): ($): (ck #):

C RESERVATIONS: Thirty-Third District Legislative Conference (10/12/17)

T RESERVATIONS: Thirty-Third District Meeting & Training (10/7/17)

M OCTOBER 10TH - UPs Executive Board Meeting

R Treasurer’s Report (Sep)

R Council Assessment Fee $100.00 (ck#):

R Unit Budget (approved by association in September) (2 copies)

R Unit Officer, Chairmen & Delegate List

R / MC Membership Dues (#): ($): (ck#):

C RESERVATIONS: Thirty-Third District PTA Pres. & Admin. Conference (11/16/17)

M NOVEMBER 14TH – Council Association Meeting BRING DELEGATES

R Treasurer’s Report (October)

R Taxes - 199 State 7/1/16 through 6/30/17 (2 hard copies or an electronic copy)

R Taxes - 990 Federal 7/1/16 through 6/30/17 (2 hard copies or an electronic copy)

R RRF-1 (7/1/16 through 6/30/17) (2 copies)

R Insurance Premium ($): (ck#):

R Worker’s Compensation Form

MC Membership Dues (#): ($): (ck #):

P Unit Program/Directory: 1. Award form 2. 2 issues of program/directory 1 2

1 2

P Reflections Entries & Form (2 copies)

D Delegates Names: 1. 2.

LBCPTA Red Book 2017 - 2018

(EC) Extra Credit - Unit served on the _______________________ committee. Director’s Initials___________ Date: ____________

Award

Category

Honor Unit Form Requirements (side 2)

Please remember to initial in the column next to the items you are turning in so your Area Advisor will know what to look for. Thank you.

UPs initials

AA initials

M JANUARY 9TH - UPs Executive Board meeting

R Treasurer’s Report (November & December)

MC Membership Dues (#): ($): (ck #):

- Nominating Committee was elected on (date):

C RESERVATIONS: Thirty-Third District Annual Meeting (2/8/18)

M RESERVATIONS: LBCPTA Founders Day meeting ($): (ck #):

T RESERVATIONS: Sacramento Safari (3/21-22/18)

C RESERVATIONS: Thirty-Third District “Teen Scene” Conf. (2/20/18)

M FEBRUARY 13TH – LBCPTA Founders Day Meeting

R Treasurer’s Report (January)

R Mid-Year Audit 2 (July through Dec)

MC Membership Dues (#): ($): (ck #):

- RESERVATIONS: Thirty-Third District Diversity & Inclusion Conf. (2/8/18)

- Thirty-Third District Free Will Offering ($): (ck #):

M MARCH 13TH - Council Association Meeting - BRING DELEGATES

R Treasurer’s Report (February)

R Unit Annual Historian’s Report (2 copies)

R Unit Budget Update Report – Year to Date Actuals (2 copies)

MC Membership Dues (#): ($): (ck #):

P LBCPTA Communications 1. Award Form 2. 2 copies of 3 issues 1 2

1 2

C RESERVATIONS: Thirty-Third District Spring Awards and Assoc. Meeting (4/19/18)

M Delegates Names: 1. 2.

- LBCPTA High School Scholarship Applications

M APRIL 10TH - UPs Executive Board Meeting

R Treasurer’s Report (March)

R 2018 – 2019 Officers Contact form Elections held on (date):

MC Membership Dues (#): ($): (ck #):

P Teacher of the Year (TOTY) Entry Form and Essay

T Unit attending Convention (April 27-29) YES or NO (please circle one)

- Thirty-Third District Convention Dinner Fee – Optional (#): ($): (ck #):

- LBCPTA Convention Fee (if applicable) (#): ($): (ck #):

- PTA Membership Envelopes (if needed) (#): ($): (ck #):

- Thirty-Third District Calendars (if needed) (#): ($): (ck #):

M MAY 8TH - UPs Executive Board Meeting

R Treasurer’s Report (April)

MC Membership Dues (#): ($): (ck #):

- RESERVATIONS: LBCPTA In & Out/Honor Unit Award Meeting (6/5/18)

T RESERVATIONS: Thirty-Third District Spring Training (6/2/18) ($): (ck #):

P Teacher/Community Recognition Form

P Relief Assistance Form