Position Descriptions

President
The President shall:
  1. coordinate the work of this PTA’s executive board and committees in order that the purposes may be promoted;
  2. preside at all executive board and membership meetings;
  3. confirm quorum is present at all executive board and membership meetings before conducting business;
  4. confirm secretary and parliamentarian are present at all meetings, and appoint temporary replacements when necessary, before conducting business;
  1. not vote, unless vote will change outcome to make or break a tie, or vote is by ballot;
  2. appoint the chair of each standing and special committee, subject to the approval of the executive board, unless otherwise provided in these bylaws;
  3. be authorized to sign on bank accounts, and access accounts electronically unless prohibited by terms of employment;
  4. be authorized to sign contracts approved by the executive board;
  5. be listed as the principal officer and be authorized to sign tax documents, unless prohibited by terms of employment;
  6. appoint a member, subject to the approval of the executive board, who is not authorized to sign on the bank account, to review each account statement, and complete the Statement Review by Non-Signer checklist;
  7. represent the Local PTA as a delegate to Council PTA;
  8. appoint the financial reconciliation committee, as outlined in the Fiscal Accountability article; and
  9. serve as an ex-officio member on all committees except nominating and financial reconciliation committees.
1st Vice President - Programs

The vice president shall:

  1. be responsible for aide-to-the-president; programs; and
  2. preside in the absence of the president (in their designated order):
2nd Vice President - Membership

The vice president shall:

  1. be responsible for membership; and
  2. preside in the absence of the president (in their designated order):
3rd Vice President - Fundraising

The vice president shall:

  1. be responsible for fundraising; and
  2. preside in the absence of the president (in their designated order):
4th Vice President - Volunteers (VIPS)

The vice president shall:

  1. be responsible for volunteers; and
  2. preside in the absence of the president (in their designated order):
Secretary

The secretary shall:

  1. confirm all executive board members have registered with Texas PTA within 15 days of their election or appointment;
  2. file names of delegates and alternates with the Council PTA secretary before the first regular delegate meeting, and submit any changes in writing prior to the next delegate meeting, in order to be eligible to vote;
  3. send, or cause to be sent, executive board and membership meeting notices;
  4. be responsible for correspondence;
  5. record the minutes of all executive board and membership meetings;
  6. present the Statement Review by Non-Signer Reports at each executive board meeting;
  7. have a current copy of this PTA bylaws and, if applicable, standing rules;
  8. confirm the executive board has reviewed and the membership has adopted the Texas PTA PTA/PTSA Records Retention Policy annually;
  9. confirm that all executive board members have signed the PTA Confidentiality, Ethics, and Conflict of Interest Agreement;
  10. maintain the required PTA documents including:
    1. those that must be annually reviewed by the executive board and adopted by
      membership (unless policies are incorporated into the standing rules):
      1. records retention policy,
      2. the e-commerce policy,
      3. the social media guidelines;
    2. approved plans of work;
    3. the Confidentiality, Ethics and Conflict of Interest Agreement adopted and signed
      by all executive board members;
    4. certificates to confirm all executive board members have completed all required FOUNDATIONS training;
    5. membership rosters, which shall not be released to outside interests; and,
    6. any other documents deemed necessary by this PTA’s Records Retention Policy;
  11. collect and preserve documents relating to the PTA’s history;
  12. present a written summary of all PTA’s events, programs and significant information at the
    annual meeting, if no historian; and,
  13. not be a member of the financial reconciliation committee.
Treasurer

The treasurer shall:

  1. have custody of all the PTA funds;
  2. serve as the budget and finance committee chair;
  3. present IRS confirmation of the appropriate Form 990 acceptance at the first executive
    board meeting;
  4. present a written and verbal financial report at regular executive board and membership
    meetings, and as requested by the executive board or membership;
  5. maintain books of account and records including bank statements, receipts, budgets, invoices, paid receipts and canceled checks in accordance with the records retention
    policy;
  6. make disbursements in accordance with the budget adopted by the membership;
  7. be authorized to sign on bank accounts and access accounts electronically;
  8. be authorized to sign tax documents, if the president is prohibited by terms of
    employment;
  9. present a preliminary annual report, showing budget to actual, at the annual meeting;
  10. present next fiscal year’s proposed budget for adoption by membership at the annual meeting;
  11. file electronically and have accepted the appropriate Form 990 within 60 days of fiscal year end;
  12. complete and file all additional tax documents; and
  13. present books of account and records to the financial reconciliation committee.
Parliamentarian

The parliamentarian shall:

  1. advise the chair, executive board and members on questions of parliamentary procedure;
  2. serve as ex-officio on the bylaws (and standing rules, if applicable) review committee;
  3. schedule first nominating committee meeting and provide committee the required
    information on the nomination and election process; and
  4. vote only when the vote is by ballot.