Presidents’ To-Do List May 2013

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Action Items:

  1. Last Call for Legislative issues ~It is that time of year … If you have a policy you would like to see put into place statewide … if you have a resolution you would like to see PTA embrace … If you see a gap in our legislative principles … NOW is the time to submit a proposal.
    Short-term platform deadline: June 1
    We keep the current Top 5 and “also supported.” We can add to our list of also supported issues. We can make adjustments to our current platform issues to keep them timely and relevant.
    Legislative principles: June 15
    These are standing guiding principles. They don’t change unless a proposal is made.
    Resolutions: June 15
    These state the will and intent around various advocacy issues. Can include legislative issues, but really are broader and touch on the program work a local unit or council might undertake.
    Info and forms posted on the website: http://www.wastatepta.org/advocacy/index.html
  2. Training ~ we are please offer the end of year training to your elected officers. They will take place from 10.30-12.00 after our meeting but I would encourage attendance at the meeting as they may be your voting delegates next year and coming to council is an eye opener.
  3. Zoomerang ~ feel an end of year survey coming on ~ contact Lida to use our e-survey tool
  4. Memberships ~ check your rosters then pay and download a copy for your records.
  5. Ensure you have VIS as line item and get the check to them asap as the levy will be here before you know it!
  6. Also re VIS plan to have time on your agendas in October/November for a visit from these peeps to talk up the levy.
  7. Parent Ed Hurt 2.0 at Sammamish Teen Centre 10th June 7-9 pm

New Information

Wisdom of the room on-line payment.

  • Look to set up your PayPal account as a nonprofit you will get a better rate on charges. And be able to use your EIN # register. This avoids personal SS# and gives continuity.
  • Open up a separate account at bank to link to the pay pal account. This will cut down on any miss handling sucking of funds etc
  • Have the person who reviews the monthly bank statement also review the pay pal activity each month. They verify that every transfer out shows up as a deposit on bank account.

May to do list

  • Pass on notebooks and files to next year’s Board ~ Remember no drive pass transitions
  • Have a transitional meeting with outgoing board and incoming board members.
  • Schedule the Financial Review for after July 1.
  • Pat yourself on the back for a job well done.