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HCCPTA Region Map

HCCPTA Region Map

HCCPTA Region List & Map

What is Compliance?

What is Compliance?

Compliance means your Local Unit has met the requirements for its non-profit status. 

Here in Hillsborough County all local units are required to have General Liability Insurance with a common effective date of October 1st, to include an Additional Insured endorsement naming the School District of Hillsborough County.  The school district requires an annual, signed Facility Agreement form, which can include a Facility Rental form.

Other items for compliance include:

BYLAWS MUST BE REVIEWED EVERY YEAR. RENEWED AT A MINIMUM, EVERY THREE (3) YEARS. AFTER REVIEW BY THE BOARD AND APPROVAL OF CHANGES TO THE BYLAWS BY THE GENERAL MEMBERSHIP, THE UPDATED BYLAWS MUST BE SENT TO THE FLORIDA PTA STATE OFFICE FOR APPROVAL.

REMEMBER AN AUDIT MUST BE COMPLETED AT THE END OF EACH YEAR AND WHENEVER A TREASURER IS REPLACED.

Your first point of contact with questions or concerns is VP of Areas and Regions, Janel Smith at [email protected]

Basic Compliance Checklist

Hillsborough County Council PTA/PTSA

Compliance:

Bylaws Updated __________________ Florida Memberships Paid ________ County Council Dues Paid ________ Audit of Previous Year

Taxes Completed _________________ Insurance In Place _______________ Officers reported to Florida PTA

Financial:

(every 3 years) (Monthly until May 1st) (October 1st)

(November 15th) (October 1st, or renewal)

Local Unit Checklist

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Approved” Budget(by members, early in school year)
Monthly Bank Statements Checked(mailed to school address)
Checkbook & Register Balanced
Voided Checks Attached
Two Signatures on All Checks
Monthly Financial Reports Filed
Budget Amendments Approved (if any)
Audit Performed (by 3 non-signers)
Proof of Taxes Filed(e-mail to Florida PTA)
Insurance Certificate with Additional Insured Endorsement Facilities Use Agreement w/Rental Agreement
Florida DOR – Tax-Exempt Certificate on File

General:

Elections Held
Reported Officers to Florida PTA(online) Order Kit of Materials from National PTA Membership Rosters Kept

Standards:

Monthly Board Meetings (10)
Monthly Minutes on File(Minutes kept permanently)
Monthly Financial Reports on File
General PTA Meetings (3 minimum)
General Minutes & Budget Kept (Separately from Exec. Board) Quorum Established for Voting Purposes(Majority or 10)

Suggestions:

Attend Trainings Sessions(County, State, Online)
Establish Relationship with School Partners
Standing Rules to Establish Money Handling/Responsibilities Develop Advocacy/Legislative Plan

BASIC COMPLIANCE CHECKLIST

PTA BYLAWS COMPLIANCE CHECKLIST