Local Unit Resources

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, Valerie Licata at [email protected]

Basic Compliance Checklist

Hillsborough County Council PTA/PTSA

Compliance:

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

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

Financial:

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

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

Local Unit Checklist

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

General:

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

Standards:

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

Suggestions:

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

SNAP Outreach Information for Local Units

Hillsborough County Public Schools has partnered with Feeding Tampa Bay, Hispanic Services Council, and mRelief, a non-profit organization committed to providing families with resources like SNAP (also known as food stamps), to aid them in stretching their food budget.

 

This collaboration will help simplify the process of applying for and getting families the support they need in the face of increasing food costs putting a strain on family grocery budgets.

 

Some of the benefits of SNAP include:

-      Having additional money to cover the increasing costs of groceries

-      Having extra money added for food during the summertime

-      Helping our school community to have more education funding and serve more free school meals

-      SNAP is accepted at major retailers such as Aldi, Walmart, Winn Dixie, and Publix

-      You can also order groceries to be delivered through Walmart, Amazon, and Instacart

 

To apply:

1. Visit their website or text HCPSFOOD to 74544 or HCPSCOMIDA to 74544 for Spanish to answer a few questions. mRelief will let you know if you may be able to get SNAP.

2. If you likely qualify, you can apply with mRelief's simple application or you can make an appointment with Feeding Tampa Bay at (813) 254-1190 or Hispanic Services Council at 813-936-7700 for help with your application.