Thank you for everything you have done and continue to do for the children in Harford County!

• Close out:

  • Schedule a meeting with your Board of Directors

  • ​​Review year end reports
    
  • Transition records to your successor (if applicable)
    

• New Year Prep:

  • Schedule a planning meeting with your Board of Directors
    
    • Review, update, or set long and short term goals
      
    • Review plans of work
      
    • ​Draft a budget
      
• ​​Does a procedure book exist?  If not, consider creating one using our template.  
  

​(Our template includes the sample forms pictured on this page)

• Needed in order to maintain SoCA status.
  
• Treasurer can begin final reconciliation of books in preparation for the annual Financial Review
• It can be completed following receipt of the end of June bank statement.
• Needs to be completed before 31 October 22.
  
• ​Download instructions on how to walk through this process here.
  

• Have questions?  Email us!

• Upload your compliance documents to your PTA's MemberHub site!  On your PTA unit screen go to Compliance/Enter State Submissions (Form 990s, Financials)

• Needed in order to maintain SoCA status.
• Should be completed following elections.
  
• HCCPTA will collect and consolidate information.
• Data will be shared with Free State PTA and National PTA.  Will also be used for HCCPTA news and training updates.
  
• Complete the roster using this link!  It can be shared with each PTA officer on your board.
  

PTA Timeline of Activities and Events

Last updated on 23 Aug 22

• Free State PTA dues remittance form ($4.25 per member)
• HCCPTA dues remittance form ($0.50 per member)

​Needs to be completed in June

Can be started in end of June/July timeframe

• Download the editable bylaws template
• Before you send to Free State PTA, be sure that:
  • ​Bylaws have been approved by the general membership
    
  • Minutes approving the bylaws are included
    
• ​The final approved bylaws can be uploaded through MemberHub, or emailed.
  

• Needed in order to maintain Standards of Continuing Affiliation (SoCA) status.
  
• ​Insurance needs to be paid by July 1.  
  
• A delay in payment will result in a lapse in coverage.  
  
• Add HCPS as an additional insured.  Download the form! 
  
• Didn't receive an invoice?  Contact AIM!