All local units are governed under Florida PTA and National PTA guidelines. These guidelines help protect you and your Board from costly mistakes and financial missteps as a non-profit. These guidelines are especially important as engagement and participation also means that leadership can and does change regularly, and to successfully "pass the baton" in a feduciary role, we all need to have the same expectations. This also means that County, State and National PTA are here to support and guide you with best practices and policies to ensure that all communications and actions align with National PTA’s vision, mission, values, and policies and comply with applicable federal and state laws. When updates to these forms or information occur, notice will be sent out via MemberHub to all registered unit leaders. Make sure your Board is up to date in MemberHub so that you do not miss any important information!
Remember that you must pay your unit's State Monthly Membership Dues through your MemberHub site or via check with a MEMBERSHIP DUES PAYMENT FORM, on a monthly basis every month memberships are sold.
Your Annual County Dues are due once a year by October 31st, paid by credit card on the MemberHub link (https://browardcc.memberhub.com/store/items/55421 ) or by check through the mail with a DUES REMITTANCE FORM.
To be considered active with Florida PTA - units must pay for at least 10 members.
If you are past due, and are planning on participating in a program such as Reflections, or applying for a grant or award, you must make payment asap to bring your unit back into compliance or you will be ineligible.
Florida PTA has updated the bylaw template for all local units in 2022. If you have not submitted updated bylaws this school year, please do so now. The Florida PTA bylaw template includes changes allowing virtual meetings and also less restriction of VP positions. Bylaws MUST be updated at a minimum of every 3 years to remain in compliance, but should be reviewed annually and updated when the state updates the template, so that your unit is able to function to the best of its ability. The fillable online form is available HERE. For more information on Bylaws and Standing Rules, please go HERE.
Annual Audit/Tax Filing
The PTA Audit Form has been updated and is ready for use. Annual Audits are due to Florida PTA by August 31st. Fax, mail or email to: firstname.lastname@example.org You can find the new 2022 Audit Form, as well as other Compliance requirement information by visiting this link: https://floridapta.org/local-unit-compliance/
Current Officer/Chair Information
Remember that you need to update your Officer/Chair information with FLPTA and BCCPTA/PTSA by July 1.
This is a two-step process.
**Please note**: YOUR OFFICER INFORMATION MUST ALWAYS BE CURRENT AS REQUIRED BY THE IRS GUIDELINES. If your Officers change outside of your normal election timeframe, YOU MUST SUBMIT a Change of Officers Form with Florida PTA.
Local Unit Liability Insurance
Insurance is a required in the Broward County School District. Having insurance can also protect the Board of Directors. Florida PTA has a relationship with AIM Insurance and suggests that you contact them for a quote when you are researching insurance costs. Your coverage should include the following: