Important Dates
SEP 30
Review Bylaws with Executive Board and consider any revisions
If revisions needed, make the changes and generate the updated bylaws pdf in the eBylaws system and send the pdf together with the completed change cover form to council parliamentarian and wait for its return from state parliamentarian with their signature. After the updated bylaws are adopted in the unit's General Association meeting and signed by the unit's president and secretary, upload the fully signed bylaws pdf to MyPTEZ document management under current fiscal year.
Annual Financial Report for Last Fiscal Year: send to council treasurer and/or upload to MyPTEZ document management under last fiscal year (contact council if you aren’t sure how to do this)
OCT 1
Year-End Financial Review (audit) for Last Fiscal Year (Jan - Jun): send to council financial reviewer and/or upload to MyPTEZ document management under last fiscal year; does not need General Association adoption before sending
Annual Budget for Current Fiscal Year: send to council treasurer and/or upload to MyPTEZ document management under current fiscal year
Membership: remit membership per capita to council treasurer with this form; minimum of 15 members to be in good standing (remittance for membership paid on Totem is done automatically). A chance to win PTA Awards!! See these tips on building membership (this link accessible only after logging into the leader website).
OCT 15
Council Assessment Due ($20): remit to council treasurer with this form
NOV 1
Reflections entries due (Location TBD)
NOV 15
Government Filings for Last Fiscal Year: send copies to council treasurer and/or upload to MyPTEZ document management under last fiscal year
California Attorney General: AG RRF-1 and CT-TR-1 (if 990N filed)
DEC 20
Insurance Premium Payment due (emails from AIM to PTA presidents will be sent in early Oct)
**DIRECTLY TO INSURANCE COMPANY** (NEW starting in 2022-23)
Insurance rate of $282 per unit for the policy year Jan 5, 2024 - Jan 4, 2025
Insurance rate of $195 per council and district for the policy year Jan 5, 2024 - Jan 4, 2025
Workers’ Compensation surcharge rate of 5% for the policy year Jan 5, 2024 - Jan 4, 2025
MAR 1
Membership: Final remittance of per capita due to council treasurer with this form. A chance to win PTA Awards!!
MAR 14
Mid-Year Financial Review (audit) for Current Fiscal Year (Jul - Dec): send to council finanical reviewer and/or upload to MyPTEZ document management under current fiscal year; does not need General Association adoption before sending
APR 15
Annual Historian Report: send to council historian
PTA Roster of new officers, including contact information: send to council president and update the online officer contact system on MyPTEZ (this link accessible after logging into the leader website)
MAY 3-5
State PTA Convention, Ontario, CA (3 Days!)
JUN 1
Ninth District PTA Summer Leadership Conference, University of San Diego
TBD
Deadline for State PTA Grants and Scholarships, TBD
Ninth District Honorary Service Award Entries, TBD
California State PTA Legislative Conference, TBD
Ninth District PTA Founders Day, Feb 2024
National PTA Virtual Convention, Jun 2024