There are eight (8) requirements mandated and monitored by Maryland PTA to maintain the good standing of your local PTA/PTSA, known as SoCA (Standards of Continuing Affiliation) requirements. Work with your treasurer and board of directors to complete these in a timely manner. Good standing not only preserves your non-profit 501(c)3 status, but it ensures that your students can participate in the Reflections program through the National PTA level and allows you to attend the Maryland PTA Summer Convention and cast a vote!
Updated Timeline for PTA Leaders: This resource will help keep you and your Board on top of these requirements and other must-dos for PTAs all year long; leave a copy on your workspace and make copies for your treasurer and members of your Board.
Local PTA President’s Guidebook: 2013-2014 EDITION
Local PTA Treasurer’s Guidebook: 2013-2014 EDITION
Even though you are not the treasurer, knowledge of the requirements and financial practices will aid you and your PTA.
Insurance Information and Forms: Make sure your PTA has the proper insurance coverage for all your PTA events. Here are a number of useful forms; for questions, contact BB&T:
Local Unit Contact Information Sheet: CLICK HERE for information sheet. This sheet is a Maryland PTA requirement, and should be completed within two (2) weeks of your PTA elections. This must be on file for your PTA to receive its membership cards.
Running an Effective Meeting: CLICK HERE for Meeting Tips. This sheet will help you organize an efficient, productive business meeting for your PTA.