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Backchat Newsletter - Issue 73 - May 2003
In this issue
- Legal position of PTAs/PAs
- The Treasurer and money matters
- Members survey
- E-news
- Be involved in school inspections
- SPTC Conference - Sex, Drugs but no Rock 'n Roll
- Regional Meetings
- Your questions answered
Legal position of PTAs and PA's
It may come as news to many members - not to mention to many head teachers -
that PTAs and PA's do not fall under the control of the head teacher or even of
the local authority. PTAs/PA's are independent, voluntary organisations, quite
separate from the command/control structure of the school/head teacher/local
authority. They are partnership organisations.
PTAs/PA's are linked to the school because their membership consists of the
parents and teachers at the school and because their purpose is to support the
school. However, these strong links with the school still do not make the PTA/PA
an official part of the school. In this they are quite different from school
boards which have been set up by legislation and legally are "agents" of the
local authority.
Of course one result of PTAs/PA's independent and voluntary status is that they
are liable for their own actions. If someone is injured at a PTA event, he/she
can sue the Committee and its members would have to pay any damages. This
includes teacher members when they are acting within the PTA and not as
employees of the authority. This is why all PTAs/PA's should have public
liability insurance to protect them.
However, it also means that the PTA/PA does not have to do what the head teacher
asks - and here, the worst case we've ever heard of is the PTA that was asked to
fund a training course for a member of staff. Schools have specific funds given
to them by the authority for this!
If the head teacher "tells" a PTA/ PA to raise money for a particular purpose -
a set of books, a colour printer, even a training course(!) - the PTA/PA can
refuse. It is up to the PTA to decide how to spend any money it has raised and
the PTA should in turn report back to its members - all the parents and teachers
at the school. On the other hand the PTA cannot impose its will on the school,
so if the PTA wants to paint games on the school playground, they need to get
the school (and local authority) to agree and they can't go ahead without that
agreement. Reaching agreement is what partnership is all about.
Managing money
This is the time of year when many PTAs/Pas are holding their AGM's which also means it's time to get the books audited and report back to members on what has been raised and spent over the year. Most PTA/PA problems usually happen over money. The Treasurer's job is extremely important and must be done well. So, what's involved?
- The Treasurer should keep an accurate record of income and expenditure. This can be done simply, in a notebook or, for those who are more computer literate, on a spreadsheet.
- At each committee meeting, the Treasurer should give a brief financial report. He/she should report how much money the PTA/PA has and the income and expenditure since last meeting. If the Treasurer can't attend a meeting, he/she should still provide a report.
The Treasurer gave his usual
financial
report to the meeting!
- The Treasurer is responsible for dealings with the bank or building society and two signatures should be required for each cheque/withdrawal. However, it is important to have more than two people eligible to sign cheques/make withdrawals so that the PTA/PA funds are not locked in if one of the usual signatories is unavailable.
- Any cash takings should be counted by two people who both confirm that the amount is accurate and act as witness to each other's honesty.
- If your event is on a Saturday and the takings can't be taken to the bank before Monday, they can be kept in committee members' houses, but it's wise to split it so that no one person has more than £500. (You have insurance cover for this amount.)
- Before the AGM, the books should be audited by someone outwith the committee who is not related to a committee member. The auditor doesn't have to be an accountant, but should be familiar with what is involved. The auditor should be appointed at the AGM. If you haven't done this, then their appointment should be approved at the subsequent AGM
- Most of the claims on our insurance scheme are for lost money or fraud. All such cases must be reported to the police for the claim to work.
- Sometimes PTAs/Pas forget that they are not there just to raise money - they also have to spend it. Piling up money in a bank or building society account just increases the bank's profits - it does not help the school
- Finally, at the AGM the committee through the Treasurer should report to the members what any money has been spent on.
Survey
We recently sent a survey to all PTA/PA members asking what you do, how much money you raise and what you spend it on. We also rather rashly asked what you think of us and Backchat. We're pleased that completed surveys are coming in fast and furious. If you want to have your say, please complete and return the survey by the end of May. The results - criticisms and all - will be in the August Backchat.
New Website
We also sent out a couple of post cards with information about our helpline
number and new website. Feedback on this has been very positive so far, but
again we would like to hear from you.
Electronic Backchat
At the suggestion of one member, we have tried sending Backchat out electronically as well as by post. This is to make it easier for you to pass it on to other committee members. We are in the pilot phase with this and have already discovered one problem: we misread some of the email addresses that you gave us on the membership renewal forms. If you would like to receive Backchat by email, the best thing would be to send us an email saying this. Remember to use the email address that you'd like us to use in return.
The inspector calls
Eleanor Coner writes about her experience as a lay member of a school
inspection team.
The first time the postie arrives with your bundle of papers from Her Majesty's
Inspectorate of Education (HMIE) for your first inspection, you're likely to
wonder what you've let yourself in for. The amount of paperwork you are sent to
read prior to visiting the school can be pretty daunting - the school handbook,
quality and standards report, questionnaire responses, just to name a few.
However, all this paperwork gives you your first impression of the school and
helps you to pick out issues you may want to follow up during the inspection.
You usually have at least a weekend before to have a good look through and you
may also have a chance to go to the pre-inspection visit with the Reporting
Officer - or the RO as he/she is more colloquially known. (That's another thing,
I'm considering publishing a glossary of acronyms because lay members have to
learn another language to work in schools these days!) The pre-inspection visit
gives you a chance to introduce yourself to members of staff and get used to the
layout of the school.
I must admit to being pretty nervous before my first inspection. However the
other members of the team were very helpful. I realised that I couldn't be
expected to know everything and so decided not to be afraid to ask the "daft
lassie" questions. The Reporting Officer nursed me through the first day and
gave me a detailed timetable and feedback as to whether I was on the right track
or not. It was certainly a very full day - interviews with pupils and parents, a
guided tour around the school with the janitor, eating lunch with the pupils,
finding out about the extra curricular activities and even more reading -
newsletters, reports and so on. It was fascinating, but I was exhausted at the
end of the day and I felt as though I had had information overload. But it was a
good feeling and really interesting to have seen how different other schools can
be.
My first inspection was at a large school and so I was there for a couple of
days and on the second day I soon realised that, as a lay member, I was able to
get to know things that the rest of the team maybe couldn't. While the
inspectors were finding out about the learning and teaching, I was getting to
know the real atmosphere of the school - always thinking to myself, "would I
like my children to come to this school?" Keeping my interviews informal gave me
a chance to get to the nitty gritty and find out what it was like to be a pupil
there, whether you were valued as a member of the ancillary staff or if you felt
welcome as a parent in the school.
I am not an inspector, even though some people treated me as one. For example, I
had to get used to students, (and staff) staring at me as I wandered around the
school and realised that it was nothing personal when nobody wanted to sit with
me at lunchtime. Put yourself in their shoes - it must be pretty daunting to
hear "the inspectors are coming"!
If you're interested in becoming a lay member on a school inspection team,
you can apply on-line by going to the website www.hmie.gov.uk. Alternatively, if
you'd like to talk to a human being, phone Veronica Thomson on 0131 244 8478
SPTC Conference - date for your diary
This year's conference is going to be " Sex, Drugs but no Rock 'n Roll:
Information parents need to know as their children grow."
The date is 8th November. The venue will be in Edinburgh, although we're still
working on exactly where.
We are also still in the process of approaching speakers. The full programme
will be ready and sent out in the new session. Meantime, please put the date in
your diary.
We are again keeping the cost down to £7-50 per person and that covers morning
coffee and lunch. However, it is only £5 when more than one person comes from
the same school.
Regional Meetings
We're pleased to tell you that the next in our series of regional meetings
is:-
4th June: Winton Primary, Anderson Terrace, Ardrossan at 7.30 p.m.
Regional meetings are for all local PTAs/Pas. They're a good opportunity to
compare notes and hear what other people do. If you'd like to host a regional
meeting, please contact the office. You just have to take out a let and provide
coffee: we do the rest.
Your questions answered.
Do we need a licence to run a 200 club?
A lottery licence is not needed for a 200 club if you only include PTA members -
i.e. parents and teachers at the school. However, if you want to involve people
outside the school, you do need a lottery licence. You can get one from your
local authority licensing department. There may be some variation in cost, but
it is about £35 for the first year and £17-50 for subsequent renewals. The same
rules apply with advance-sale raffles with printed tickets and named prizes. If
the tickets are sold only to members, no licence is needed. If the tickets are
sold to the wider public, a licence is needed. However, the good news is that it
is the same licence as for the 200 club and the one licence covers both
activities. You do not need a licence when you have a simple raffle, using
cloakroom tickets which are only sold at your fundraising event.
We're holding a disco for the children and someone has suggested that the
disco provider should be police checked. What's the position?
Checking police records is a child protection measure. It should be carried out
when people are appointed to positions - paid or unpaid - where they will have
regular contact with children and young people or where they will regularly care
for, train, supervise or are in sole charge of children and young people up to
the age of eighteen years.
You cannot have people checked randomly, because someone suddenly suggests it's
a good idea or because someone is the victim of a rumour. You should have a
policy on who will and will not be checked that fits in with the "regular" and
"unsupervised" criteria above. Moreover, your policy should also identify which
crimes will exclude someone from working with children and which ones are
acceptable. For example, a 20 year-old conviction for shoplifting or a
conviction for obstructing payment on the Skye bridge are not reasons for
excluding the person from working with children.
As for someone who runs the occasional disco for you - he/she will not fall
within the concept of "regular". Nor will he/she be "unsupervised", as there
will be plenty of other adults helping out at the event. In any case, a police
check only tells you about a person's criminal record. It does not tell you
whether the person is suitable to work with children. It is better to adopt safe
procedures. In the same way that it is good practice to have two people counting
any money both to make sure that the counting is accurate and to act as witness
to each other's honesty, so supervisors at an event are there both to ensure
that the children are safe and to act as witnesses for their fellow supervisors
that nothing untoward happened.
Article 180 - published on 02 Mar 2003
