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Last modified: Mai 9, 2025

Richtlinie 7120 P1 Schulische Hilfsorganisationen

Überblick:

The Board of Education, District, and local school are neutral in the selection of a parent school support association/organization. No endorsement is given or should be implied. Use of District or school logos is not allowed without permission of the district.

Procedure for Establishing a New or Alternative Association/Organization

I. Step One: Notice of Intent/Application

  1. An applicant association/organization submits a notice of intent to the Office of the Superintendent, including:
    • Proposed bylaws and policies of the association/organization
    • 25 individual signatures (electronic signatures are not allowed) of a parent/legal guardian with a student enrolled at the local school, as listed in the official registration files, indicating support
  2. Proposed bylaws and policies must include:
    1. A sustainable governance structure, including officers and school representatives
    2. Membership provisions:
      • Annual opt-in
      • Employee participation
      • Secondary student component (if applicable)
    3. Nondiscrimination policies
    4. Fiscal accountability practices and procedures requiring an annual review and independent audit
    5. A process for membership approval of an annual budget, including dues, if any
  3. The district will only accept a notice of intent and application if received between May 1 and October 1 for the upcoming school year.
  4. The notice of intent and application are reviewed and verified by the Superintendent or designee. This review may take up to 30 calendar days.
  5. The district will notify the applicant association/organization, the current parent school support association/organization, and the Board of Education whether the notice of intent and application is approved and verified.
  6. Once approved and verified, the district will provide the applicant and current associations/organizations:
    • A list of parents/legal guardians with a student enrolled at the local school (i.e., local directory information as allowed under FERPA)
    • A list of employees interested in receiving communications and information from the associations/organizations (employees must express interest in writing)
  7. The issuance of the above lists commences the time period for the five-year cycle.

II. Step 2: Petition for Election

  1. Once the applicant association/organization receives notice of approval and verification, the applicant association/organization is provided 30 calendar days to file a petition for election. Both organizations may campaign during the petition time period.
    1. The petition for election requires signatures (electronic signatures are not allowed) of at least 25% of the parents/legal guardians at the local school, as listed in the official registration files, in support of an election to determine the recognized parent school support association/organization. During the petition period of 30 calendar days, the applicant
    2. During the petition period of 30 calendar days, the applicant association/organization and current association/organization may not collect petition signatures or campaign on school/District property during school hours (including 60 minutes before or after school hours), or at school/District related activities or functions, or use District equipment, supplies, or any other District resource to collect petition signatures or campaign.
      1. The local school will facilitate distribution of one (1) electronic flyer from the applicant organization and the current organization during the petition period.
      2. The district will facilitate and set an agenda for one (1) community meeting where each association/organization will have an opportunity to present information to the parents/legal guardians in the school.
    3. Once a petition for election is submitted to the Office of the Superintendent, the Superintendent or designee is allowed up to 30 calendar days for verification of the petition for election.
      1. If the petition for election is verified by the Superintendent, the Superintendent or designee will set an election date and provide notice of the election period.
      2. If the petition for election is not verified, a subsequent notice of intent and application may not be submitted for that school for at least five (5) years. 

III. Step 3: Election

  1. Upon verification and notice of an approved petition for election, the Superintendent or designee will designate an election period for 15 calendar days.
    1. The applicant organization and current organization may not actively campaign on District property during school hours (including 60 minutes before or after school hours), or at school/District related activities or functions, or use District equipment, supplies, or any other District resource to collect petition signatures or campaign.
    2. Election Rules and Procedures:
      1. The Superintendent or designee will schedule an election date. Voting will be conducted by secret ballot.
      2. The District Administration will mail out an official ballot with instructions on how to cast a vote to eligible voters at the address of district record. Parents are responsible to update their address of record prior to ballots being mailed. 
        1. An eligible voter is a parent/legal guardian as listed in the official registration files at the local school or an adult employee of the school. If a parent/legal guardian is also an employee at the local school, they are entitled to one vote.
    3. Only ballots received or postmarked by the election deadline that adhere to the ballot instructions will be verified and counted.
    4. The parent school support association/organization with a majority of the votes cast will become the recognized parent school support association/organization for the next school year, commencing on July 1st.
    5. The Board of Education will ratify the election at a Board meeting.

IV. Step 4: Final Approval

  1. The prevailing association/organization has sixty (60) calendar days to provide verification of the following information:
    1. Proof of application for tax-exempt status, EIN number, and a charitable solicitation agreement or an agreement with the District for financial oversight to comply with the exemptions under the Charitable Solicitation Act.
    2. Documentation that leaders and members will be appropriately trained in financial management, fundraising protocols, meeting procedures, etc. Typically, this is provided by the PTA, but PTOs will have to submit documentation that they have been trained in all the same areas that PTA leaders are.
  2. Upon verification of the above information, the Board of Education will recognize the parent school support association/organization beginning July 1. 
  3. If the applicant parent school support association/organization cannot meet the agave requirements, the Board of Education will not provide recognition.

V. Miscellaneous

  • If a parent school support association/organization dissolves prior to July 1 in a current school year, a former parent school support association/organization may be recognized at the discretion of the Board.
  • Any situations or disputes that arise regarding the validity of a document, parent/legal guardian signature, election procedures, or any other circumstances that arise from these procedures, the Superintendent or designee will make the final decision following Board policies and procedures.
  • A request for the review of a decision made by the Superintendent or designee must be made within five (5) calendar days. 

Requirements for School Support Organizations

Once the school support organization has been chosen, the actual organizing begins with an initial meeting in which two committees are formed, a bylaws committee and a nominating committee. Each committee must consist of at least three people. The location, date and time of the two meetings should be announced well in advance. The purpose of the committees is as follows:

  1. Bylaws Committee:
    • Create the bylaws and post for 30 days at the school office. 
    • The bylaws committee will need to set the amount of the dues. Dues should never be considered the fundraiser for the school. 
    • If the school support organization is a PTA, Utah PTA and Region 10 PTA will provide support to this organization in the form of training, information, support, materials, leadership, etc. 
    • If the school support organization is a PTO, the organization must provide documentation as to how they will train their leadership in the appropriate use of funds, appropriate fundraising procedures, etc.
  2. Nominating Committee: Find one nominee for each office:
    • Präsident
    • President-Elect
    • Vice President(s)
    • Schatzmeister
    • Sekretärin

Nachdem die Satzung 30 Tage lang ausgehängt wurde, wird eine Organisationssitzung abgehalten:

  1. Abstimmung über die Annahme der Geschäftsordnung
  2. Collect membership forms, distribute membership information, and collect dues.
  3. At least 10 members are required to form a new PTA or PTO.
  4. Nominierung und Wahl der Amtsträger.
  5. Sign paperwork and return it to the Utah PTA Region Director or Council, if the school support organization is a PTA or to the principal, if forming a PTO. The President of the school support organization will provide any paperwork needed and assist with this step.

Fundraising as a School Support Organization

All fundraising must follow District procedures. The organization must have an EIN and a Charitable Solicitation Permit. For PTAs, both are covered under Utah PTA with no fee. Utah PTA also provides treasurer training, assists with IRS Form 990, and submits it. For PTOs, the officers are responsible for all paperwork.

Legal References and Regulations:

  • Richtlinie 6110 Spenden- und Fundraising-Richtlinie
  • Policy 7260 Use of School Facilities and Grounds

Genehmigt durch den Bildungsrat

Januar 13, 2015

Überarbeitet:

März 28, 2025

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