FUTURE BUSINESS LEADERS OF AMERICA-TEXAS HANDBOOK. D Ann Matlock STATE OFFICER COORDINATOR

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1 FUTURE BUSINESS LEADERS OF AMERICA-TEXAS HANDBOOK D Ann Matlock STATE OFFICER COORDINATOR

2 The Association - 1 FOREWARD This Texas FBLA Officers Handbook has been prepared to assist officers and advisers during your terms of office. In order to represent and serve our membership effectively, you must know your organization its structure, procedures, policies, needs, and challenges. This Handbook, the National Chapter Handbook, and all current publications should provide the information needed to be effective. Your experience as a member of the Texas FBLA State Action Team should help you continue to develop and use your leadership skills. Your experience, time, and effort will have a major effect on the continued progress of this organization now and for several years to come. As an officer or adviser, you will have opportunities to contribute to this growth. The state staff and the Board of Directors look forward to working with our officers and advisers to provide opportunities for all FBLA members and chapters while strengthening Texas FBLA. D Ann Matlock Texas FBLA State Officer Coordinator

3 The Association - 2 Table of Contents Texas FBLA State Officer Handbook Foreward... i Table of Contents... ii ASSOCIATION ADVISER THE TEAM FINANCE MEETINGS PARLIAMENTARY PROCEDURES MEMBERSHIP COMMUNICATIONS

4 The Association - 3 The Association Say Chapter not club Say Student Organization not youth organization Say Competitive Events not contests Say Adviser not sponsor Say Conference not convention FBLA PURPOSE provide, as an integral part of the instruction program, opportunities for students to develop vocational and career competencies and to promote civic and personal responsibilities. FBLA GOALS Develop competent, aggressive business leadership Strengthen the confidence of students in themselves and their work Create more interest in and understanding of American business enterprise Encourage members in the development of individual projects which contribute to the improvement of home, business, and community Develop character, prepare for useful citizenship, and foster patriotism Encourage and practice efficient money management Encourage scholarship and promote school loyalty Assist students in the establishment of occupational goals Facilitate the transition from school to work FBLA CREED I believe education is the right of every person. I believe the future depends on mutual understanding and cooperation among business, industry, labor, religious, family and educational institutions, as well as people around the world. I agree to do my utmost to bring about understanding and cooperation among all of these groups. I believe every person should prepare for a useful occupation and carry on that occupation in a manner that brings the greatest good to the greatest number. I believe every person should actively work toward improving social, political, community and family life. I believe every person has the right to earn a living at a useful occupation. I believe every person should take responsibility for carrying out assigned tasks in a manner that brings credit to self, associates, school and community. I believe I have the responsibility to work efficiently and to think clearly. I promise to use my abilities to make the world a better place for everyone.

5 The Association - 4 FBLA-PBL PLEDGE I solemnly promise to uphold the aims and responsibilities of Future Business Leaders of America-Phi Beta Lambda and, as an active member, I shall strive to develop the qualities necessary in becoming a responsible business leader. TEXAS FBLA HISTORY Future Business Leaders of America-Phi Beta Lambda is a non-profit, 501(c)(3), educational association of student members preparing for careers in business. Dr. Hamden L. Forkner of Columbia University developed the FBLA concept in In the fall of 1940, official sponsorship of FBLA was accepted by the National Council for Business Education, and on February 3, 1942, the first chapter was organized. Dr. Vernon Payne founded Texas FBLA, under the umbrella of the national organization, at what is now North Texas State University in Denton. Texas was issued a charter on June 15, The first members were both high school and college students. Dr. Payne served as FBLA State Chairman for over 20 years. During that time, the organization was divided into two divisions: a high school division called Future Business Leaders of America (FBLA) and a college division called Phi Beta Lambda (PBL). Dr. Payne s secretary, Anita Gallows, took over temporarily until Therese Palacios from John Marshall High School in San Antonio was appointed State Chairman. During her 11-year tenure, Texas Phi Beta Lambda grew and became a separate entity. While Betty Scott, local chapter adviser from Aledo High School, Aledo, served as State Chairman, a Middle Level Division was formed and is currently supported by Texas FBLA. About 1995, the administration of Texas FBLA was assumed by the Texas Education Agency which appointed state chairmen. Now, Texas FBLA is administered by a Board of Directors that appoints all state leaders. Texas FBLA consists of local chapters with local officers in public and private high schools in our state, which are divided into areas. Membership is unified on the local, area, state and national levels. Texas FBLA has almost 3,900 student members in about 130 local chapters. In the fall, the student State Vice Presidents host Area Workshops at their schools, which consists of a variety of workshops and guest speakers. The national office hosts four National Fall Leadership Conferences across the US. In the spring, each Texas area has an Area Conference where Area Officers are elected, workshops are offered, and students compete in business-related competitive events. In the spring, the Texas FBLA State Leadership Conference is held in a conference hotel, rotating around the state. During this three-day SLC, statewide officers are elected, workshops are conducted, and students compete. Competitive event winners on the state level are eligible to compete on the national level at the National Leadership Conference held in various cities around the United States in June where members also hear guest speakers, attend workshops, and elect national officers. Texas FBLA local chapters are usually chartered by business education teachers. These teachers are called advisers, not sponsors, since it is the philosophy of our organization that FBLA members are entitled to the experience gained from being the leaders who plan and execute activities and conferences on all levels of our organization.

6 The Association - 5 Texas FBLA Information DUES High School: $6 National and $6 State (combined $12) payable to the National office; initial deadline is October 20 but members may join any time. The state establishes a yearly deadline by which dues must be paid to be eligible to compete at the SLC. Middle Level: $4 National and $6 State (combined $10) payable to the national office Advisers complimentary membership dues Professional - $23 for national dues; $350 for Lifetime Membership. Chapter Chartering Fee - $20 (a one-time fee) Re-Chartering Fee - $20 if a chapter has been inactive for more than two years MEETINGS Local Chapter Meetings held when and where convenient for each local chapter; chapters are urged to meet at least once each month Area Workshops held in the fall, usually on a Saturday in October or November; hosted by the elected Area Vice President, usually at the officer s school National Fall Leadership Conference (NFLC) four conferences hosted by the National office, held in October or November in hotels in cities around the United States. Mid-Year Planning held on weekend prior to the Texas SCL in the conference hotel for state officers and the state leadership to p lan the SLC Area Conference each of the state Areas holds a conference, usually on a Saturday in January; planned and hosted by a Area Advisers and Area Officers State Leadership Conference (SLC) planned and hosted by Texas FBLA advisers and state officers, it is held in a hotel Thursday Saturday, usually in early March, and rotates to larger cities in the state State Officer Training held in early June for state officers, a national officer candidate, and their advisers; planned by the State Officer Coordinator Institute for Leaders (IFL) - hosted by the National office it is held prior to and concurrent with the NLC for local and state officers, national officer candidates, and advisers National Leadership Conference (NLC) the 5-day FBLA conference hosted by the National office is held in hotels in large cities around the US at the end of June National Officer Training planned by the National office for national officers and advisers in late summer near the national office. MATERIALS COP Chapter Organization Packet Available on-line or from the National office and contains the steps and forms necessary to charter or recharter a chapter Chapter Handbook sent to each new chapter from the National office upon chartering and updated each fall; the basis of the organization and its activities Tomorrow s Business Leader (TBL) three magazine issues from the National office each year for each member; 10 issues in September to each chapter called the Chapter Activities Guide (CAG); one issue is the NLC wrap-up

7 The Association - 6 National Awards Program (NAP) booklet listing national level competitive events and their guidelines and rating sheets; available on the national FBLA website. Becomes part of the Chapter Handbook and must be updated yearly; available on-line Texas Awards Program (TAP) state level competitive events, their guidelines and rating sheets; available on the Texas FBLA website and must be updated yearly Manual and Middle Level Awards Program (MLAP) booklet listing Middle Level competitive events, their guidelines and rating sheets; sent to chapters as they register and must be updated yearly The Hotline newsletter sent on-line to advisers of all active chapters four times a year; to be shared with chapter officers Monthly Briefings monthly s to local and state advisers sharing current information The Professional Edge newsletter sent to professional members and one to each local chapter by the National office 4 times per year. NFLC Guide brochure sent in late summer to each active local chapter and available online by National giving registration information and details about the NFLC NLC Guide brochure sent in the spring to each active local chapter and available on-line by National giving registration information and details about the NLC SLC Registration Packet posted on the Texas FBLA website by the State office; contains information necessary for local chapters to register and attend the SLC The Texan the Texas FBLA newsletter published four times a year by the State Reporter/Historian; available on the Texas FBLA website SUPPLIES A variety of supplies such as stationery, decals, posters, slide shows, jewelry, trophies and plaques, study guides, banners, blazers, etc., are available on-line at the National website from the FBLA-PBL MarketPlace. The FBLA logo is copyrighted and can only be used for non-commercial purposes by local and state chapters. IMPORTANT ADDRESSES FBLA-PBL, Inc Association Drive, Reston, VA , FBLA WIN and the web address is FBLA-PBL.org. Texas FBLA Website TXFBLA.org FBLA State Adviser Betty Scott, 200 Briarwood Lane, Aledo, TX 76008, (c) bttyscott@hotmail.com FBLA State Officer Coordinator D Ann Matlock, 3720 Prairie Lea, Kingsbury, TX 78638, (c) dann.matlock@smcisd.net Texas FBLA Webmaster Veronica Jeans, veronica@topyflyt.com President, Texas FBLA Board of Directors Deborah Palmer, Athens High School, 708 East College Street, Athens, TX 75751, (S) , dpalmer@athensisd.net Texas Education Agency Lucy Yberra, Business and Marketing Education, Austin, TX Travel Agency - STG Travel Syd Sansom and Melissa Thomas, Group Operations Center, 7434 Palmetto Way, Foley, AL 36535, , Melissa@stgtravel.com

8 The Association - 7 TEXAS STATE CHAPTER FUTURE BUSINESS LEADERS OF AMERICA BYLAWS ARTICLE I. NAME The name of this division of FBLA-PBL, Inc. shall be Texas Future Business Leaders of America and may be referred to as FBLA or Texas FBLA. ARTICLE II. PURPOSE Section 1. Purpose The purpose of FBLA is to provide as an integral part of the instructional program additional opportunities for secondary students (grades 9-12) in business to develop career supportive competencies and to promote civic and personal responsibilities. Section 2. Goals The specific goals of FBLA are to: Develop competent, aggressive business leadership Strengthen the confidences of students in themselves and their work Create more interest in and understanding of American business enterprise Encourage members in the development of individual projects which contribute to the improvement of home, business and community Develop character, prepare for useful citizenship, and foster patriotism Encourage and practice efficient money management Encourage scholarship and promote school loyalty Assist students in the establishment of occupational goals Facilitate the transition from school to work ARTICLE III. MEMBERSHIP Section 1. Membership Texas FBLA membership shall consist of members of chartered local chapters in grades nine through twelve. These members shall hold membership in their local, district, area, state, and national chapters. Section 2. Membership Classes Texas State FBLA, as well as the district and local chapters, shall be open for membership to these classes of members: Active members shall be secondary students who accept the purpose of FBLA, subscribe to its creed, demonstrate willingness to contribute to good school community relations, and possess qualities for employment. Active members shall pay dues as established by Texas FBLA and may participate in state events in accordance with the guidelines of the Texas

9 The Association - 8 Awards Program, serve as voting delegates, hold state office in accordance with Article VII, and otherwise represent their areas, districts and local chapters as approved by their respective district or local advisers. Professional members shall be persons associated with or participating in the professional development of Texas FBLA as approved by state chapters. Such members may include local and district chapter advisers, business teachers, business teacher educators, state supervisors of business, employers or supervisors of cooperative work-training students, advisory council members, businesspersons, and other persons contributing to the growth and development of Texas FBLA. Professional members shall pay dues as established by FBLA, but shall not participate in events, such as voting delegates, or hold office. Honorary Life members may be elected to a district or local chapter by a majority vote. They shall be persons who are assisting in the advancement of business and/or who are rendering outstanding service to Texas FBLA. Honorary Life members shall not vote or hold office and shall not be required to pay dues. State Honorary Life members may be recommended by the membership and shall be accepted upon approval of Texas FBLA. They shall be persons making significant contributions to the field of business and/or to the growth and development of Texas FBLA. State Honorary Life members shall not vote or hold office and shall not be required to pay dues. ARTICLE IV. DUES AND FINANCE Section 1. Dues State dues, based on fiscal reports by the state office and on recommendations by the Board of Directors, shall be determined by a majority of the Voting Delegates at the State Leadership Conference. State dues of members shall be forwarded directly to the FBLA National Office. Section 2. Finances The State Board of Directors shall administer all FBLA finances, approve an annual budget, and authorize an annual audit. Section 3. Fiscal Year The fiscal year of the Future Business Leaders of America shall be July 1 through June 30. ARTICLE V. ORGANIZATION Section 1. Texas Association Texas FBLA shall be an association of area, district and local chapters, each operating in accordance with a charter granted by FBLA-PBL, Inc. Only chapters which have received charters and numbers issued by FBLA-PBL, Inc. and which are currently in good standing shall be referred to as Texas Future Business Leaders of America or Texas FBLA.

10 The Association - 9 Section 2. Board of Directors There shall be a Board of Directors of Texas FBLA which shall serve as the policy-making body of this organization and which derives its authority from these State Bylaws as set forth in Article VI. Section 3. Operations The day-to-day operations shall be vested in the State Adviser who shall be appointed by and serve at the discretion of the Board of Directors. Section 4. Areas and Districts The Board of Directors may subdivide the state into up to twelve (12) Areas and twenty (20) Districts. Areas and districts shall operate under the Board of Directors. Section 5. Area Chapters Each area shall hold at least one annual meeting to elect officers and conduct business. Each area chapter shall have a committee composed of the area officers and their advisers. Districts with sufficient number of chapters may also follow these guidelines. Section 6. Area Advisers The advisers from each area shall select an Area Adviser. The responsibility and method of selection and terms for the Area Advisers shall be decided by the advisers of each area. Districts with sufficient number of chapters may also follow these guidelines. Section 7. Local Advisers Each local chapter shall have an adviser who shall be an employee from that school, preferably from the career and technology department. Section 8. Virtual Chapter A virtual chapter will be created using specific bylaws relevant to their unique situation to allow any student without access to an FBLA chapter to become involved in FBLA. ARTICLE VI. BOARD OF DIRECTORS Section 1. Responsibilities Responsibilities of the Board of Directors shall be: A. To establish and carry out policies of operation and long-range plans for Texas FBLA. B. To appoint the State Adviser, State Officer Coordinator, and other positions as needed. C. To appoint committees and committee members as appropriate to the administration of the state organization. D. To receive all proposed amendments to the Bylaws and present them at the SLC for vote. E. To verify the State Honorary Lifetime Members. F. To assist in the planning and execution of the State Leadership Conference.

11 The Association - 10 G. To oversee finances and submit all required documentation and financial reports in a timely manner, then disseminate reports to local chapters via the state s website. Section 2. Composition of the Board The voting Board of Directors shall consist of one elected adviser from each Texas FBLA Area, and two business representatives. The State Student President, State Adviser, State Officer Coordinator, and the Middle Level Representative shall be ex-officio, non-voting members of the Board. Section 3. Elections A local chapter adviser will submit an application for a Board position to the State Adviser by a published deadline. A. FBLA Representatives. Each of the FBLA Areas shall have one representative on the Texas FBLA Board of Directors. Members of the Board of Directors shall be elected by a simple majority vote of the local chapter advisers from an Area in attendance at the SLC. Each local chapter will have one (1) vote. FBLA representatives will serve no more than four (4) two (2)-year consecutive elected terms. B. Middle Level Representative. While Texas FBLA mentors the Middle Level Division, Middle Level advisers at the SLC may cast one (1) vote per chapter to elect a Middle Level Representative. This representative will serve no more than two (2) two (2)-year consecutive elected terms and will be an ex-officio, nonvoting member. C. Business/Professional Representative. Any chapter may nominate and submit an application and biographical sketch for one (1) Business Professional Representative to the Board of Directors. The advisers from each local chapter present at the SLC may cast one (1) vote per chapter to elect a Business/Professional Representative. The Business/Professional Representative may serve two (2) four (4)-year consecutive terms. D. Qualifications. Texas FBLA and Middle Level Representatives shall have a minimum of three (3) years of experience as a local chapter adviser. No Board member may concurrently serve in another Texas FBLA position. E. Board Officers. The Board of Directors shall determine its officers and method of selection. The term of office is three years. F. Notification. An agenda will be posted on the state s website seventy-two hours prior to a meeting. Within fifteen (15) days of each meeting, the Secretary of the Board of Directors will furnish minutes of the Board meeting to be posted on the association s website. G. Vacancy. If a vacancy occurs on the Board, the President or Secretary of the Board shall notify all affected local chapters via electronic mail within sixty (60) days of the vacancy, shall accept applications, and shall conduct an election. A representative will be elected by a simple majority vote of the local chapter advisers from that area; each chapter may cast one (1) vote. If no applications are received, the Board of Directors will appoint a representative.

12 The Association - 11 H. Meetings. The Board of Directors shall meet at least two (2) times each year. All meetings are open meetings. The Board may adjourn for Executive Sessions. The summer meeting is typically, although not always, held in conjunction with the TBTEA Conference and the mid-year meeting is typically, although not required, held at the upcoming SLC location. I. Terms. Terms shall be from upcoming Summer Board Meeting to next Summer Board Meeting. J. Voting. All items shall require a simple majority to pass. ARTICLE VII. STATE OFFICERS AND ELECTIONS Section 1. State Officers The state elected officers of FBLA shall be a president, up to twelve (12) state area vice presidents representing the respective areas, a secretary, and reporter/historian. A parliamentarian shall be appointed. Section 2. Qualifications for State Office A. Only active members are eligible to hold state office. B. Only those applicants who are present at the State Leadership Conference shall be eligible to be nominated or elected. C. To be considered for an office in FBLA, a candidate shall: 1. have at least one full year remaining in his/her local high school. 2. hold or have held an elective office in his/her local or district chapter, or the equivalent leadership experience in other organizations. 3. be recommended by the chapter adviser and endorsed by his/her local chapter. 4. file an official application with the designated state official and by the deadline published in the SLC registration information. 5. candidates for Secretary must have the ability to take, transcribe and publish minutes. 6. must comply with Texas Education Agency eligibility requirements 7. must be a dues-paying member prior to February 1. Section 3. Nominations i. Officer Candidate Screening - An Officer Candidate Screening Committee is composed of the State Officer Coordinator, current student State Officers, and advisors to the current State Officers. The Officer Candidate Screening Committee shall, after careful consideration of applicants for Texas FBLA office, approve candidates for nomination and election. ii. Only candidates approved by the Officer Screening Committee shall be eligible for nomination or to hold office. iii. A local chapter shall nominate the President, Secretary, and Reporter/Historian at a general session of the State Leadership Conference. Local chapters, at their respective Area Meetings at the State Leadership Conference, shall nominate the State Vice Presidents representing the Areas.

13 The Association - 12 Section 4. Elections A. The voting delegates shall elect the President, Secretary, and Reporter/Historian annually at a general session of the State Leadership Conference. The State Area Vice-Presidents representing their Areas may be elected annually at their respective Area Meetings at the State Leadership Conference. B. These State Officers shall be elected by a roll call or Scantron vote of the voting delegates. A majority vote shall be required for election. If no candidate for an office received a majority vote on the 1 st roll call, the candidate receiving the lowest number of votes for that roll call shall be dropped from the 2 nd roll call. If necessary, the candidate receiving the lowest number of votes shall be dropped from each subsequent roll call until one candidate receives a majority of the votes. C. No more than two state officers shall be from the same local chapter. Section 5. Term of Office State Officers shall be elected for one year or until their successors are elected or appointed, and their term of office shall begin June 1 and end May 31. If an officer is elected to a national position he/she will be required to resign their state office. Section 6. Vacancy in Office A vacancy in any office other than that of President shall be filled from submitted applications by appointment by the President with the approval of the State Adviser and State Officer Coordinator. Should the office of President become vacant, the current officer team will nominate a replacement from the team and the State Officer Coordinator will conduct a simple majority vote to confirm the nomination. Section 7. Appointment of the Parliamentarian The person who scored highest on the Parliamentary Procedure written test, who submitted an officer application, who has at least one year remaining before graduating from a secondary school, and who went through officer screening shall serve as Parliamentarian. The Parliamentarian may be the second officer from a local chapter. Section 8. Removal from Office A. Any officer who fails to properly and promptly complete any assigned responsibility shall be notified in writing from the State Officer Coordinator that they are subject to being removed from office. A two-week period will be given to respond to the letter. Following the two-week period/response, specified probation terms may be implemented or the officer may be terminated and the vacancy filled by appointment as described in Section 6. B. Any officer who does not attend State Officer Training will be immediately removed from office. C. Any officer who does not attend the Mid-Year Planning or the State Leadership Conference will be immediately removed from office. D. Insubordination or conduct or attitudes unbecoming an officer which reflect unfavorably on the officer, school, or association shall be grounds for immediate removal from office.

14 The Association - 13 E. Failure to timely submit Monthly Activity Reports and Management By Objective Reports will result in probation and if not consistently rectified, removal from office. F. The officer s adviser may, with the approval of the State Chairman or Adviser, make the resignation on behalf of the officer. G. The Local Adviser, the State Officer Coordinator and/or the State Adviser will determine non-compliance. ARTICLE VIII. DUTIES AS FBLA STATE OFFICERS Section 1. All officers shall A. attend all scheduled functions and perform duties as assigned. B. make contacts with schools and businesses in their area of jurisdiction. C. submit timely Management By Objective (MBO) forms and Monthly Activity Reports (MAR) as assigned with supporting documentation. D. by March 31 supply information aiding in the preparation of the State Chapter Annual Business Report. E. conduct themselves in such a manner and maintain such attitudes that will reflect with credit upon the officer, the school, and the organization. F. maintain a current web page and make contributions to issues of The Texan. Section 2. The President shall A. serve as an ex-officio, non-voting member of the state Board of Directors. B. preside over the state officer business meetings and all student-led business meetings of Texas FBLA. C. appoint appropriate committees and committee chairmen. D. serve as an ex-officio, non-voting member of all committees. E. perform other duties for the promotion and development of local, state, and national FBLA. Section 3. The Vice-Presidents shall A. assist in the promotion and development of FBLA in the Area which elected them. B. preside at Area Meetings at the State Leadership Conference. C. organize and conduct an Area Workshop in the fall and submit an evaluation report within two (2) weeks. Section 4. The Secretary shall A. keep an accurate record of all business meetings of the State Leadership Conference and all other State Officer meetings. B. within fifteen (15) days of every student meeting, supply a copy of the minutes and substantiating reports to the State Officers and their local advisers, the State Officer Coordinator, and the State Adviser. C. initiate communication with district and local officers to promote the development of FBLA. D. create and submit a substantial State Chapter Annual Business Report by the Texas report submission deadline.

15 The Association - 14 Section 5. The Reporter/Historian shall A. initiate communication with state, district, and local officers to promote quality articles for the state publications. B. develop and publish on-line at least three (3) state newsletter, The Texan, by October 1, January 1 and April 1. C. maintain a history of the Texas State Chapter of FBLA. Section 6. The Parliamentarian shall A. assist the President of the orderly conduct of business in accordance with FBLA Bylaws and the most current edition of Robert s Rules of Order. B. assist the Vice Presidents in creating scripts in accordance with FBLA Bylaws and the most current edition of Robert s Rules of Order. Section 7. Other Duties All officers shall perform the duties prescribed in these Bylaws, and perform such other duties as are directed by the State Board of Directors, the State Adviser, and/or the State Officer Coordinator, which shall not be inconsistent with these Bylaws or other rules adopted by Texas FBLA. ARTICLE IX. STATE LEADERSHIP CONFERENCE Section 1. State Leadership Conference A State Leadership Conference shall be held each year. The Board of Directors will approve a date and location. Section 2. Voting Delegates Each local chapter in good standing shall be entitled to send from its active membership, two to four local voting delegates to the State Leadership Conference in accordance with the following: Under 50 members two (2) voting delegates members three (3) voting delegates Over 100 members four (4) voting delegates Section 3. Certification of Delegates Their respective advisers and presidents shall officially certify all voting delegates of local chapters. Section 4. Voting All local voting delegates shall be entitled to vote on all matters that come before the general session. A voting delegate must be present to vote. There shall be no proxy voting. Section 5. Quorum The quorum for all business meetings of the State Leadership Conference shall be a majority of the registered voting delegates.

16 The Association - 15 ARTICLE X. GRIEVANCES Section 1. Procedures The adviser must file an official, written grievance form with the Board President. The Board President will: A. Attempt to resolve the matter within receipt of form by (5) five business days. B. If not resolved, the Board President will notify all Board Members of the grievance, collect/present information via written electronic mail, and call for majority vote ruling of which will all be open and in writing via written electron mail to all Board Members and the individual filing the grievance within (15) fifteen business days of the receipt of the form. ARTICLE XI. EMBLEMS AND COLORS Section 1. Emblem and Insignia The official emblem and insignia item designs are described and protected from infringement by registration in the U.S. Patent Office under the Trademark Act of The manufacture, reproduction, wearing, or displaying of the emblem shall be governed by the National Office of FBLA-PBL and by the Board of Directors of Texas FBLA. Section 2. Use of Insignia Emblems and insignia shall be uniform in all chapters. Only chapters and members in good standing may use official emblems and insignia. Section 3. Colors The official colors of Texas FBLA shall be blue and gold. ARTICLE XII. BY-LAW AMENDMENTS Proposed Bylaw amendments shall be submitted in writing to the Texas Board President and received before Mid-Year Planning. Proposed amendments shall be published with the State Leadership Conference registration materials. All proposed amendments shall be voted upon in total or by Articles according to the submitter at the State Leadership Conference after a maximum of six minutes of discussion per Article. A two-thirds majority of the local chapter voting delegates present at the SLC State Voting Session is required for passage of an amendment. All passing amendments will become effective at the close of that State Leadership Conference. ARTICLE XIII. PARLIAMENTARY AUTHORITY The rules retained in the most current edition of Robert s Rules of Order shall govern Texas FBLA in all cases to which they are applicable and in which they are not inconsistent with the rules of FBLA-PBL, Inc., the Bylaws, or any special rules of order Texas FBLA may adopt.

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20 The Association - 19 County District Area Anderson 7 6 Andrews 18 2 Angelina 7 6 Aransas 3 4 Archer 9 7 Armstrong 16 1 Atascosa 20 4 Austin 6 5 Bailey 17 1 Bandera 20 4 Bastrop 13 3 Baylor 9 7 Bee 2 4 Bell 12 3 Bexar 20 4 Blanco 13 3 Borden 17 1 Bosque 12 3 Bowie 8 6 Brazoria 4 5 Brazos 6 5 Brewster 18 2 Briscoe 16 1 Brooks 1 4 Brown 15 3 Burleson 6 5 Burnet 13 3 Caldwell 13 3 Calhoun 3 4 Callahan 14 7 Cameron 1 4 Camp 8 6 Carson 16 1 Cass 8 6 Castro 16 1 Chambers 4 5 Cherokee 7 6 Childress 16 1 Clay 9 7 Cochran 17 1 Coke 15 3 Coleman 15 3 Collin 10 6 Collingsworth 16 1 Colorado 3 4 Comal 13 3 Comanche 14 7 COUNTIES TO AREAS County District Area Concho 15 3 Cooke 11 7 Coryell 12 3 Cottle 17 1 Crane 18 2 Crockett 15 3 Crosby 17 1 Culberson 18 2 Dallam 16 1 Dawson 17 1 Deaf Smith 16 1 Delta 8 6 Denton 11 7 Dewitt 3 4 Dickens 17 1 Dimmit 20 4 Donley 16 1 Duval 1 4 Eastland 14 7 Ector 18 2 Edwards 15 3 El Paso 19 2 Ellis 10 6 Erath 11 7 Falls 12 3 Fannin 10 6 Fayette 13 3 Fisher 14 7 Floyd 17 1 Foard 9 7 Fort Bend 4 5 Franklin 8 6 Freestone 12 3 Frio 20 4 Gaines 17 1 Galveston 4 5 Garza 17 1 Gillespie 13 3 Glasscock 18 2 Goliad 3 4 Gonzales 13 3 Gray 16 1 Grayson 10 6 Gregg 7 6 Grimes 6 5 Guadalupe 13 3 Hale 17 1 County District Area Hall 7 1 Hamilton 12 3 Hansford 16 1 Hardeman 9 7 Hardin 5 5 Harris 4 5 Harrison 7 6 Hartley 16 1 Haskell 14 7 Hays 13 3 Hemphill 16 1 Henderson 7 6 Hidalgo 1 4 Hill 12 3 Hockley 17 1 Hood 11 7 Hopkins 8 6 Houston 6 5 Howard 18 2 Hudspeth 19 2 Hunt 10 6 Hutchinson 16 1 Irion 15 3 Jack 9 7 Jackson 3 5 Jasper 5 5 Jeff Davis 18 2 Jefferson 5 5 Jim Hogg 1 4 Jim Wells 1 4 Johnson 11 7 Jones 14 7 Karnes 3 4 Kaufman 10 6 Kendall 13 3 Kenedy 1 4 Kent 17 1 Kerr 20 4 Kimble 15 3 King 17 1 Kinney 20 4 Kino 17 1 Kleberg 1 4 Knox 9 7 La Salle 20 4 Lamar 8 6 Lamb 17 1

21 The Association - 20 County District Area Lampassas 12 3 Lavaca 3 4 Lee 13 3 Leon 6 5 Liberty 4 5 Limestone 12 3 Lipscomb 12 3 Live Oak 2 4 Llano 13 3 Loving 18 2 Lubbock 17 1 Lynn 17 1 Madison 6 5 Marion 7 6 Martin 18 2 Mason 15 3 Matagorda 3 4 Maverick 20 4 McCulloch 15 3 McLennan McMullen 2 4 Medina 20 4 Menard 15 3 Midland 18 2 Milam 6 5 Mills 12 3 Mitchell 14 7 Montague 9 7 Montgomery 6 5 Moore 16 1 Morris 8 6 Motley 17 1 Nacogdoches 7 6 Navarro 12 3 Newton 5 5 Nolan 14 7 Nueces 1 4 Ochiltree 16 1 County District Area Oldham 16 1 Orange 5 5 Palo Pinto 11 7 Panola 7 6 Parker 11 7 Parmer 16 1 Pecos 18 2 Polk 6 5 Potter 16 1 Presidio 18 2 Rains 7 6 Randall 16 1 Reagan 18 2 Real 20 4 Red River 8 6 Refugio 3 4 Reeves 18 2 Roberts 16 1 Robertson 6 5 Runnels 15 3 Rusk 7 6 Sabine 7 6 San Augustine 7 6 San Jacinto 6 5 San Patricio 2 4 San Saba 15 3 Schleicher 15 3 Scurry 14 7 Shackelford 14 7 Shelby 7 6 Sherman 16 1 Smith 7 6 Somervell 11 7 Starr 1 4 Stephens 14 7 Sterling 15 3 Stonewall 14 7 Sutton 15 3 County District Area Swisher 16 1 Tarrant 11 7 Taylor 14 7 Terrell 18 2 Terry 17 1 Throckmorton 9 7 Titus 8 6 Tom Green 15 3 Travis 13 3 Trinity 6 5 Tyler 5 5 Upshur 7 6 Upton 18 2 Uvalde 20 4 Val Verde 15 3 Van Zandt 7 6 Victoria 3 4 Walker 6 5 Waller 4 5 Ward 18 2 Washington 6 5 Webb 1 4 Wharton 3 4 Wheeler 16 1 Wichita 9 7 Wilbarger 9 7 Willacy 1 4 Williamson 13 3 Wilson 20 4 Winkler 18 2 Wise 11 7 Wood 7 6 Yoakum 17 1 Young 9 7 Zapata 1 4 Zavala 20 4

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23 The Team 1

24 The Team 2 Advisers Mentor is defined as a trusted counselor or guide, a tutor or coach. This definition aptly describes the role of a state officer s local chapter adviser. From the moment a student considers running until his or her term office ends, the adviser is a key figure. These teachers are called advisers rather than sponsors because the students are the leaders and the teachers are to offer suggestions and guidance. The adviser works closely with the State Officer Coordinator and State Adviser and should be fully informed of all aspects of the officer s responsibilities and the status of their work at all times. It is sometimes difficult for an adviser to play the dual role of adviser and teacher who often becomes a confidant and a quasi-parent. The relationship between adviser and officer may be critical to local, state and national chapter success. The officer may not always be receptive to advice, and a special effort should be made by advisers to overcome this delicate situation. The officer must realize that the local adviser s signature on a candidate s application shows their support to the officer and the organization. The officer does not want to cause this support to be withdrawn! The responsibilities outlined below have been prepared to assist local advisers in helping officers accept and fulfill their responsibilities. Be sure you understand the duties of your officer and ensure that these responsibilities are met in a timely and professional manner. Advisers must assist the officer. Secure the endorsement and support of parents, school officials, and if applicable, employers. Local advisers should attend Officer Training. This important meeting is used to formulate the officers responsibilities and program of work for the year and give the advisers insight into their support role. A lot of information about the association, the state organization, and helpful advice on how to are essential parts of this worthwhile training session. If you every have questions or concerns, contact the State Adviser or the State Officer Coordinator. Local chapters and school districts should assist the officer in expenses related to the office and assist in planning and conducting meetings. Be prepared to devote office space and personal time to your officer. Helping your officer get organized is important. He/she must learn to budget time and keep materials readily available. Adequate file space and a good filing system are essential. Secure the assistance of a good secretary an FBLA member or someone

25 The Team 3 outside the program who will devote time and effort to you and your state officer. All must pitch in during critical periods! Be informed about state and national programs, priorities, and critical issues so ideas and counsel may be given to your officer. Don t expect the officer to understand issues and have background information without assistance. Present a positive image of FBLA and its programs. Take an active part in helping your officer reach his/her personal and organizational goals. Help the officer attend state and national conferences and local and area meetings. Officers should attend a meeting of nearby local chapters if possible. Be sure the officer remains academically eligible. FBLA officers fall under the No Pass/No Play rules, so monitor 3-week and report card grades carefully. If an officer becomes ineligible to participate in an event, the officer may be required to reimburse Texas FBLA for any expenditures made on his/her behalf. Accompany the officer when the state leadership, administrators or parents deem it necessary. Assist your officer in making and paying for travel plans including airline and hotel reservations. (The officer may need advice on airport terminals and transportation to and from hotels and meeting places.) Officers must know to bring a photo ID to the airport and to keep airline tickets secure and safe and know where they are at all times. Be sure the officer understands potential danger involved in traveling and knows the proper safety precautions to take. Impress upon them the importance of keeping their ticket secure so they can use it on the return trip! Be sure the MAR s and MBO s are turned in on time, check expense reports for accuracy and sign them, and be sure they too, are submitted in a timely manner. Remember, only expenses required to execute the responsibilities of the state office are to be reimbursed; Area Workshops are self-supporting. Advisers must sign all MBO s/mar s and finance forms. THE ADVISER SPECIFICALLY HELPS THEIR OFFICER TO ACCEPT THESE RESPONSIBILTIES: ACQUIRE GOOD BASIC KNOWLEDGE of the organization and be capable of discussing ideas and issues intelligently. (Remember, however, none of us is an expert ask for help and clarification.) PORTRAY THE PROPER IMAGE when representing the organization. Wear colorcoordinated business attire for daytime and appropriate clothes for evening; use correct grammar, proper manners and etiquette, maintain a positive attitude; use good public relations skills in working with individual members and chapters; and be a good listener.

26 The Team 4 PREPARE APPROPRIATE SPEECHES when asked to visit local, state, out-of-state conferences, business and civic groups. State and local advisers should review speech and workshop materials. The officer should practice the speech before any appearance and the adviser should offer helpful suggestions. ANSWER CORRESPONDENCE and send thank you notes promptly. The officer should write correspondence and articles and present them to the adviser for suggestions and any necessary revisions. The local adviser should proofread all correspondence before it is sent. PROOFRREAD ARTICLES the officer submits to the Reporter/Historian for The Texan and items to the Secretary for the State Chapter Business Report. THE ADVISER S ROLE IN ELIGIBILITY The local adviser must check the officer s report card within five (5) days of the end of the grading period. If the officer failed any course, the advisers must contact the Texas State Officer Coordinator immediately. Failure to maintain academic eligibility could result in the officer being removed from office and repayment of expenditures of their behalf. THE SLC Officer advisers are asked to help at the SLC. Prior to and during the SLC, advisers work with the State staff and officers to ensure a smoothly-run SLC. Your acceptance of responsibilities and your faithful execution of those responsibilities is essential! Please monitor to be sure your officer supplies the necessary information and materials and meets deadlines. THE ADVISER S ROLE IN A RESIGNATION If an adviser attends Officer Training, monitors an officer s activities very closely, and reviews all correspondence and forms, it will be less likely that an officer will fail to perform to the extent that he or she must be asked to resign. Occasionally, however, an officer will not fulfill the responsibilities of the office or remain a good representative for the association and a resignation is required. It is essential that the adviser keep good records, document conversations and correspondence, and keep the officer, parents, administrators, and the FBLA State Officer Coordinator informed. If the officer does not perform satisfactorily and does not resign when asked to d so, the adviser, after consultation with the local principal and the State Officer Coordinator or State Adviser, may submit the officer s resignation or may officially withdraw sponsorship, which has the same effect as a resignation. Even when an officer is removed from office, it can be a valuable learning experience for the student if all parties work together.

27 The Team 5 ASSURE SMOOTH TRANSITION OF RECORDS Once a successor has been elected, copies of all pertinent records must be forwarded to the new officer. Please be sure these records are given to the incoming officer as quickly as possible. With digital media and the Internet, it is very easy to share records. Copies of appropriate records should be kept in your chapter files for future reference. Encourage your officer to forward copies but retain the originals of special documents as these will mean a great deal to them in future years. It is imperative that vice presidents forward a record of attendance and budget items to the incoming vice president so that the new officer may plan efficiently for the Area Workshop. HELPING THE OFFICER COPE WITH AFTER-SHOCK Once your officer s term of office is over and the excitement of their SLC is behind them, special efforts should be made to help the officer make the transition from special person to ordinary member with all the emotional stress that such a situation brings. It is essential that the officer be guided in establishing a new set of goals for the future, to put the year s experience in perspective, and to evaluate their own performance. It is natural that they will move on put FBLA aside for the time being, but encourage them to consider FBLA professional membership once they complete college and to give to future members some of what they received from FBLA. ADVISER TO A NATIONAL OFFICER CANDIDATE It is exciting when a member wants to run for a national office; it is also a serious commitment. It is often the commitment of the adviser, however, that will determine if a member becomes a candidate. An adviser to a potential officer candidate must certify that he/she is willing to support the candidate through a campaign, and if elected, will ensure that all responsibilities are performed responsibly in a timely and professional manner. The adviser will accompany the candidate to Texas State Officer Training, to the National Leadership Conference where he/she must attend officer screening and oversee the operation of the candidate s exhibit booth, to the National office training session (if applicable), and to any meetings the officer must attend throughout the term of office. The adviser must actively guide the candidate in acquiring a professional wardrobe, collecting campaign materials, writing speeches, preparing for caucuses, and in creating a professional exhibit booth. The adviser must at all times monitor grades to be sure the candidate/officer remains academically eligible to participate in extra-curricular activities. The adviser must work with the candidate to select an effective campaign manager and to staff the candidate s exhibit booth at the NLC. The adviser will help the candidate appear in proper attire at all times during FBLA functions. It is understood that Texas FBLA does not pay expenses for the campaign or the adviser s chaperone costs throughout the term of office. See the National Officer Candidate information pages in The Team section of this handbook.

28 The Team 6 ADVISER RESPONSIBILITIES COMPETITIVE EVENT PROGRAM The Texas FBLA competitive event programs on the district/area and state levels are planned and administered by local chapter advisers or there can be no programs. These guidelines must be followed or all chapter competitors may be disqualified, any awards forfeited, and no competitors may compete on the national level. 1. All members, advisers, administrators, spouses and guests (other than a bus-driver only adult) attending a State Leadership Conference must register and pay the registration fee. 2. Any chapter entering one or more competitors must be accompanied by an adviser. 3. All conference and event registration materials must be submitted by the conference registration deadline. 4. Any teacher, faculty member or administrator (other than a bus-driver only adult) will be construed as an adviser. Advisers must be clearly marked as advisers on the registration form; guests and spouses must clearly be marked as guests. 5. Every adviser must fulfill a competitive event assignment or assignments, being late for an assignment or leaving an assignment early will be construed as not fulfilling that assignment. 6. Each adviser is responsible for ascertaining his/her assignment(s). 7. All testing materials must be returned. 8. Advisers must adhere to conference policies, regulations and procedures; failure to attend a meeting, check the bulletin board, pick up registration materials, etc., will not negate an adviser s or a competitor s responsibility to adhere to policy, procedures and regulations. Adopted by the advisers of the 1993 State Executive Council

29 The Team 7 HOW EVENT ASSIGNMENTS ARE MADE While the items below are not to be construed as regulations, every effort is made to be fair when assigning advisers to administer the competitive event program while at the same time assuring that all event segments will be covered and events will be administered smoothly and according to event guidelines. Assignments are based on our knowledge of the chapter, the adviser, and from the registration materials. 1. Members of the Board of Directors are assigned first to accommodate their other responsibilities. 2. Efforts are made to place advisers who are the only adviser from a chapter in the shorter events. 3. In multi-adviser chapters, we try to put one adviser in a morning event and one in an afternoon event which then leaves one adviser free at all times to be with the chapter attendees. 4. New advisers are put into less complicated events; experienced advisers are given the more complicated events. 5. First-year advisers are paired with more experienced advisers. 6. We wrestle with these problems: if we put the same adviser in the same event year after year, we run the risk of complaints of an advantage or domination. If we put an inexperienced adviser in charge of an event, it may not run as smoothly or may run late, thus affecting the remainder of the day s program. 7. All registered advisers are assigned an event or to a small emergency/substitute pool. 8. We try to mix advisers from different areas. 9. We try to be careful about assigning advisers to a finals event in which the school might have an entry. 10. Many assignments must be randomly made after considering what we know of the above criteria. 11. Assignments made in prior years have no bearing on assignments made in the current year. 12. Some assignments require a much longer time commitment than others; this is unavoidable. 13. Some advisers may have more than one assignment, especially if an assignment is short. 14. Any teacher, faculty member or administrator will be construed as an adviser and may be given an event assignment. 15. Competitive events are held on Friday, a normal working day for teachers. In addition, many school districts pay the expenses for advisers to attend, work the conference, and chaperone students.

30 The Team 8 SELECTION CRITERIA FOR SLC SITES AND DATES AND THE SIGNIFICANCE OF ROOM BLOCKS Hopefully, an understanding of the many factors that determine when and where an SLC is booked will help members and advisers understand the decisions that are made, some of which are not always well received! Every effort is made to keep costs low so that conference registration fees can be kept as low as possible. 1. We rotate to the major cities in the state. We must rotate the responsibility of local conference coordinators because it is a big job that no one really wants to do twice, much less two years in a row! Moving rotates the cost to a chapter of traveling to the SLC, reducing it for chapters in the site area. El Paso will usually travel; however, they will not have to do the work or bear the expense of hosing a conference. 2. Prices must be reasonable. While we would love to have an SLC in San Antonio, for instance, they usually demand high hotel rates. Once we pay a rate and the hotels sales representatives see that we were willing to pay that rate, all subsequent hotels will set higher prices accordingly. March 1 begins the high season for many hotels when rates increase drastically. The rates we obtain include a built-in but unspecified cost for all our meeting room space (which is extensive for the number of sleeping rooms we book) listed as comp in our contract. If our sleeping room pickup is too low, we must pay a pro-rated amount for meeting room space, which usually starts at $2,000 and could go as high as $20,000. Other factors affecting the final sleeping room rate include the comp headquarters suite, the number of comp rooms based on total room pickup, the number of meal functions, a lower price for sleeping rooms used for those administering the conference, comp rooms and meals for the Mid-Year Planning Meeting, and the amount of exhibit space we use. 3. Dates are critical. We have been asked to stay away from BPA s conference, from spring break (meaning everybody s breaks!), from the University of Texas (and other colleges) spring break; off of TAKS test dates (even though TEA has been known to change those dates after they have been published), to keep off six weeks test days; away from UIL state finals in sports, music, and academics; off Easter weekend, etc., and to do all this while finding a hotel in the rotation pattern that has an acceptable weekend open and with room rates we can afford. If we book two or more years out, we get a better selection of hotel open dates, but we pay slightly higher prices and have absolutely no idea of the really important state dates (like TAKS). If we book less than a year out, we get better rates and know most of the important dates, but we are subject to the limited dates hotels have open and usually can t follow a predictable rotation schedule. 4. District and state conferences cannot be scheduled too early because students will not be any where near ready to take the tests (which are written to be given in the summer after a full year of the subject). There must also be time to have a Area Conference and still meet the SLC registration deadline.

31 The Team 9 5. The hotel must have a ballroom large enough for general sessions or a low/no cost convention center within waling distance. We require a large stage and back-stage area which eliminates about 500 audience seats. If we use a convention center, we must pay for it and cannot bargain on their price like we can with a hotel room block. Many convention centers require the use of specified staff and often union staff which increases our costs. If a convention center is not within walking distance, we have to resort to a bus shuttle service which is quite expensive. 6. The hotel must have enough large meeting room space for area meetings, workshops, and large events. We need 7 rooms large enough for the Area meetings and at least 25 rooms in a variety of sizes for workshops and competitive events. The hotel must not have any other bookings so that we can hold all meeting space. 7. The hotel must have enough sleeping rooms. Texas FBLA has a policy of trying to use only one conference hotel whenever possible. We use about 450 double/doubles, and only a few singles; not many hotels have rooms with that distribution. 8. Our hotel contracts include a sleeping-room block, usually 450 rooms for two nights. If our conference uses more rooms than we blocked, the hotel may legally refuse to accept any rooms over the block amount, may charge a higher price for those rooms, or simply may not have that many rooms available. If the conference pickup is 10% less than our room block, Texas FBLA will be charged for meeting room space based on a sliding scale. This price usually starts at about $2,000 and increases with a larger percentage of reduced room pickup. When advisers book more rooms than they actually need, the conference exceeds the room block and we must scramble to put chapters in another hotel. Advisers moved to another hotel are not happy advisers! Advisers who overbooked then drop the unneeded rooms upon arrival at the conference. This puts us below our room block and results in expensive meeting room charges. The hotel would than have room for those chapters sent to other hotels, but by then it s too late. There are also some advisers who do not want to pay the conference hotel room rate and book at less expensive hotels in the city. These chapters are not paying their fair share of the conference costs (as meeting room space and other comp factors are affected). They, too, reduce our room pickup. Conference expenses go up because we loose one free room night for every 50 rooms canceled or booked elsewhere. This loss of comp rooms increases conference costs and thus results in higher registration fees.

32 The Team 10 NLC EVENT ADMINISTRATION POLICY The national office mandates that each state is assigned a certain number of advisers to serve as graders and event administrators. The NLC, like an SLC, can only take place if the advisers attending help administer the competitive event program. The number of advisers assigned to each state will be computed by a formula based on the number of the state s competitors at the NLC and the total number attending from that state. Each state determines how to select the advisers it is assigned to furnish. Working an event on the national level is a very interesting experience and should enable an adviser to better prepare his/her students for future competitions. The Texas policy to select these advisers is as follows: 1. Advisers will be selected from all Texas advisers attending the NLC; no exceptions will be made. (Any current member of the National Board of Directors will have duties assigned by the national office and cannot administer an event.) 2. Advisers will be selected by a lottery drawing. 3. First-year advisers or first-year attending advisers will be eligible to serve. 4. If two or more advisers attend from one chapter, it is possible that both advisers might be drawn to serve. 5. Advisers will be required to attend a training session sponsored by the national staff. 6. Advisers will need to plan sight-seeing activities around the training session and event administration times. 7. Each adviser will be notified of his/her selection by the state office prior to departure for the NLC. 8. Advisers not fulfilling their responsibility will make the chapter ineligible to participate in competitive events at the next SLC. Note: Each adviser is urged to notify the national office of any spouse, guest, Business Person of the Year, or other adult attending who might be able to serve as a competitive event judge. There is usually a last-minute vacancy that someone must fill!

33 The Team 11 The Team Be a role model at all times; others are watching you and looking up to you! Be friendly to all! THE ROLE OF A STATE OFFICER Why did you run for office? YOU know your reasons, but your members are going to know them, too, without your telling them! Within about three months, one look at your file in the state office will provide the answers, too. Your total performance will not be based on how many letters you write or what you say. Your ATTITUDE about your responsibilities as a state office will be evidenced by the contents of your file. By running for state office, you indicated you were willing to accept some responsibility for this organization s future. By being elected and installed as a state officer, you automatically confirmed your responsibility to the organization and each of its members. The first person you must answer to as to how well you fulfill that responsibility is YOURSELF, then your adviser, the remainder of the officer team, and our members. Obviously, your poise, enthusiasm, and overall leadership abilities impressed your fellow members. Much work lies ahead as well as many new experiences travel, new friends, representing the organization in new places, officiating at meetings, and more. The State and National offices can be of assistance to you in these things as well as in carrying out the specific responsibilities of your office. The result? A lot of fun and invaluable experience for YOU and a terrific image for FBLA! This year will be what YOU make it! You will get out of it in relation to what you put into it. Your role as a state officer is not only your prescribed responsibilities, but also those you set for yourself. You are this year s leader. Your effectiveness will be judged not only by what is accomplished this year, but also by what happens in the state or your area with the following few years as well. PROCEDURE TO SELET A TEXAS CANDIDATE FOR A NATIONAL FBLA OFFICE According to the national policy, each state may support a National Parliamentarian candidate and only one elected national officer candidate (National President, Mountain- Plains Vice President, National Secretary, or National Treasurer); each state determines how to select and support that candidate. These guidelines were created to aid in the selection of a candidate from Texas for a national FBLA office.

34 The Team 12 APPLICATION DEADLINE. Candidates must request the National Officer Candidate Guide from the national office or get it on-line. It contains the application and the necessary information and guidelines. Along with the Adviser Commitment Form, a complete application must be received by the State Adviser with a copy to the State Officer Coordinator by the deadline for state officer applications which is published in the SLC registration packet. If no application is received by this date, the first application received will be considered. The national office requires that the State Adviser sign the application for it to be valid. The State Adviser may refuse to sign any application. Reasons for declining to sign/support a candidate s application include but are not limited to an applicant s failure to meet application deadlines; incomplete or poor-quality application; insufficient parent, chapter, adviser or administration support; failure to complete assignments as a local, district, or state officer; discipline or behavior perceived as being a problem or inappropriate for a national officer; past grades place continued eligibility in jeopardy; inability to attend the Texas FBLA Officer Training; the local adviser s inability to attend Texas FBLA Officer Training, the Institute for Leaders, or the National Leadership Conference; and lack of a travel chaperone if elected. An elected National Officer shall communicate directly with the State Officer Coordinator all goals and responsibilities set by the National Office so that the officer can be monitored to be sure that all responsibilities are met. IF ONE APPLICANT. The State Adviser and State Officer Coordinator will examine the application to be sure all criteria are met, will sign and forward the application to the national office, or decline to sign the application and notify the candidate and local adviser of the reason. IF MORE THAN ONE CANDIDATE. Only applications received by the state deadline will be considered. If the State Adviser and State Officer Coordinator deem the candidate qualified, the candidates will be interviewed and selected by a simple majority vote of members of the Board of Directors at the State Leadership Conference. All candidates will be notified of the selection prior to the end of the SLC. The National Officer Candidates shall be provided with a campaign booth at the SLC to promote the candidacy. A signed application forwarded to the national office makes that student the Texas national officer candidate. Texas chapters attending the NLC will be notified either before the NLC or in their NLC registration packets of the candidacy and each chapter s support will be requested. The Texas candidate is required to attend Texas FBLA Officer Training. At the discretion of the State Adviser and State Officer Coordinator, and depending on the financial condition of the State s treasury, limited state financial aid may be provided to an acceptable officer candidate. The state may pay the candidate s transportation, meals and lodging, and the adviser s lodging for Officer Training, and/or contribute $100 toward the campaign. Texas FBLA usually cannot support any expenses of the officer of the officer s adviser/ chaperone during the term of office.

35 The Team 13 ADVISER COMMITMENT NATIONAL OFFICER CANDIDATE has applied to be the Texas Candidate for the national office of. We understand the following commitments must be made before the candidate s application will be considered by the Texas State Adviser and State Officer Coordinator: The candidate has been screened locally and meets all state and national qualifications. The school, chapter, adviser and parents support the candidate s application and responsibilities if elected Since Texas requires that students pass to be eligible to participate in extra-curricular activities, the adviser has checked the candidates grades and find them to be consistently strong enough so that the candidate should remain academically eligible, and the adviser will monitor progress reports and report card grades to ensure the officer remains eligible, The candidate and adviser will attend Texas FBLA Officer Training. A local adviser will be responsible for overseeing the campaign at the NLC. The candidate will be accompanied by a local adviser/school official to the NLC and to all conference functions as required. A local adviser will be responsible for overseeing the officer s completion of all responsibilities if elected The candidate will attend the Institute for Leaders. The national office may require that officers be chaperoned on trips, and that a local adviser, school official or parent will do so. An elected officer (and adviser, if required) will attend the national officer training and that the adviser, the chapter, or the school district will be responsible for any expenses. The school district agrees to release the officer (and adviser if required) to attend all activities required of the officer. We understand that Texas FBLA is under no obligation to pay expenses toward the candidate s campaign or any expenses incurred in fulfilling the responsibilities of the office. We understand that if problems occur during the term of office, the national office expects the involvement of the State Adviser and/or State Officer Coordinator and that either, as well as the local chapter adviser, may request or submit the resignation of the officer if deemed necessary. (name) as (position) will attend the NLC., local adviser, will attend Texas FBLA Officer Training., Adviser, Principal, Candidate, Parent Date Date Date Date

36 The Team 14 REMOVAL FROM OFFICE You sought your FBLA state or national office, and a large amount of money and a significant investment of time by many people have been and will be invested in you as a state officer, both for your benefit and for the benefit of the organization. In return, much is expected of you. Very careful attention should be paid to the officer removal section of the Bylaws. Every officer should be aware of the extent of his/her responsibilities, know what the consequences are for failing to carry out those responsibilities, and act accordingly. The officer may be removed upon request of the local adviser, in addition to the conditions made in the Bylaws, if the adviser finds it difficult to work with officer, discovers activities that make the officer unsuitable to hold office, or feels the officer is not carrying out the responsibilities of the office adequately and in a timely manner. All officers are subject to the provisions and eligibility requirements set forth by House Bill 72. Immediate removal may result for failure to: remain academically eligible, attend Officer Training, attend the Mid-Year Planning Meeting, adequately prepare for and conduct Area Workshops, publish/contribute to The Texan and the State Chapter Business Report, maintain your web page, work on membership, submit two (consecutive or non-consecutive) MAR/MBOs July through May, or unwillingness to work as part of the officer team. Additionally, officers may be removed for using tobacco products, drugs, or alcohol at any FBLA function; lying, stealing or cheating; engaging in any activity that may be perceived as violating the rules of conduct for the function they are attending as a State Officer; or for not abiding by the Texas FBLA Policies and Procedures, State Bylaws, Code of Conduct, or Dress Code. Payment of or reimbursement for expenses may be denied if an officer is not properly fulfilling the responsibilities of the office. Officers may be denied the opportunity to attend and participate in activities until good standing is restored. DUTIES OF STATE OFFICERS The basic duties of each state officer are outlined in the State Bylaws. Other activities include answering all correspondence, conducting workshop sessions, speaking before large and small groups, staffing exhibit booths, writing articles for various publications, setting goals and objectives for yourself and the association, introducing business and government leaders to the association s programs, enlisting new chapters and new members, and assisting in the planning and execution of the SLC. State officers become an extension of the Board of Directors and State staff all working together to guide the state chapter toward its goals. All of these activities must be completed in one short year.

37 The Team 15 Specific responsibilities may be developed by/for each officer during Officer Training. The basis for the goals and objectives should be consistent with the State and National bylaws and programs. ALL OFFICERS Participate in officer training Set and achieve team goals Correspond with prospects and new chapters Recruit new members Submit completed and approved MAR/MBO s on time Keep accurate records Pass records to your successor Communicate with other officers Attend Area Conferences and give speech selling the SLC Work conferences and exhibit booths as assigned Be familiar with FBLA materials and programs Create and update monthly a webpage for your area/office Be an FBLA role model for other members Keep your adviser informed at all times Submit reimbursement requests promptly and accurately Contribute to The Texan Contribute to the State Chapter Business Report Make presentations to community businesses and organizations Promote FBLA and career and technology education Contribute to the SLC script and preparations Attend Mid-Year Planning meeting Preside at designated SLC functions Interact with and support Area officers Communicate with national officers Support national, state and local programs and partnerships Continue to improve leadership skills Learn to conduct meetings using parliamentary procedure Attend and participate in chapter and officer installations Attend and participate in NLC, NFLC, Institute for Leaders, Attend and participate in the TBTEA and the Professional Development Conference as assigned Support national officer candidate/officer from Texas Promptly fulfill all assignments Create and maintain an up-to-date web page Attend and participate in all on-line meetings PRESIDENT Prepare for and preside over all state meetings and on-line meetings Assist the vice presidents in organizing and presenting area workshops Write all FBLA chapters in the fall and after the SLC

38 The Team 16 Guide and support all officers in meeting goals Provide leadership and support and encouragement to the state officer team Serve as an ex-officio, non-voting member of the Board of Directors Act as liaison between the state officer team, the State Officer Coordinator, and the Board of Directors Serve as ex-officio, non-voting member of all committees Work with the State Officer Coordinator to make appointments if a vacancy occurs VICE PRESIDENTS Organize and present a successful area workshop Communicate regularly with all FBLA chapters in your area Promote FBLA to non-chapter schools in your area Furnish a report of attendance and finances at the end of the Area Workshop and to your successor Help the President and other officers as needed SECRETARY Write and submit on time a professional State Chapter Business Report Assist the VP in your area in organizing and presenting the Area Workshop Take, publish, and file minutes of all officer and state meetings Write thank you and follow-up letters after all activities Handle all necessary state correspondence Maintain state files Help the president and other officers as needed REPORTER/HISTORIAN Publish at least three on-line issues of The Texan by October 1, January 1 and April 1 If directed, print a special issue of The Texan for the SLC Communicate with chapters to solicit chapter news Assist the VP in your area in organizing and presenting the Area Workshop Maintain a history of Texas FBLA Help the President and other officers as needed PARLIAMENTARIAN Assist all officers in attaining and maintaining parliamentary procedures skills Assist in writing the parliamentary procedure portion of all scripts Assist the VP in your area in organizing and presenting the Area Workshop Help the president and other officers as needed NATIONAL OFFICER CANDIDATE Attend State Officer training Organize a support base, and prepare and run a well-organized campaign Study and learn national materials and programs Perform the duties as determined by the National FBLA office Participate in all levels of state functions Assist the State Officer Team as needed

39 The Team 17 OFFICER RESPONSIBILITIES Remember Your Responsibilities. Your state office, of course, means that you have a tremendous responsibility to the organization and to your constituency. But you also have a great responsibility to yourself, your family, and your education. Your office does not take precedence over your education! During your term of office, some of you will, perhaps, hold another office on the local or district level. You must remember that you may wear only one hat at a time. You are a state officer first, and then you must meet your other obligations. If at any time you feel that you cannot fulfill the responsibilities that you voluntarily asked for by seeking your office, please resign so that someone else can be appointed to complete the tasks, so that our organization will not suffer, and so that you, your adviser, or your chapter will not be embarrassed. You made a commitment to this organization when your chose to run and when you accepted the officer training; therefore, do not become so involved in other activities and organizations that you leave yourself no time to fulfill your obligations. Do strive to be a well-rounded individual and student, however, by being as active as possible within the limitations of your commitments. OFFICER RSPONSIBILITIES TOWARD ATTAINING TEAM GOALS: You and the other members of your officer team will create a set of goals for your term of office. Only if you and your team members provide the leadership can these goals be attained. You are expected to work diligently each month, each week, and daily to do each of the activities necessary to attain these goals. While falling short of 100% attainment will not make this team a failure, lack of 100% effort will! The training you receive, the forms and procedures provided, and your own perseverance will ensure the highest level of attainment of your team goals. You, Texas FBLA, members and advisers will all benefit! SPEECHES, PRESENTATIONS, AND WORKSHOPS. Any time an officer is required to give a speech, presentation or workshop, a final copy of the presentation must be submitted to the State Officer Coordinator two weeks prior to the event If not, the officer may not make the presentation and will be subject to removal from office and/or lose any reimbursements. OFFICER RESPONSIBILITIES AT AN NLC. As state officers and because a portion of your expenses are being paid by Texas FBLA, you have responsibilities during the NLC such as: running all state meetings, staffing our block of seats with the state sign before general and regional sessions (up to one hour before sessions), being present for the state picture, passing out and collecting state spirit items (glow sticks, flags), supporting our state s candidate for national office (by attending caucus sessions and working in the campaign booth, aiding the campaign manager, passing out flyers, etc.), and meeting contestants before their events to wish them good luck as they enter the testing room. The president will have additional responsibilities (such as giving the oral State Report, chairing state meetings and caucus sessions, chairing any meeting(s) for state officers, and attending receptions, etc.).

40 The Team 18 All incoming state officers present at the NLC should be prepared for one or more officer meetings. You must dress in business attire or according to the conference dress code at all times. When you attend the NLC as an outgoing officer, you will also be expected to dress and behave in a manner appropriate for an officer and to contribute to the success of the state delegation and the NLC in every way possible. OFFICER RESPONSIBILITIES AT WORKSHOPS/CONFERENCES. As an invited guest at an Area Workshop or Conference, or at another state s SLC, officers are to be actively involved in the program and are not just visitors. Responsibilities should include bring greetings on behalf of the State Action Team; promoting upcoming events such as the SLC, NFLC or NLC; urging members to run for local, area, state or national office, making introductions; and presenting one or more workshop sessions. State officer expenses are the responsibility of the inviting party. You are expected to honor curfew and behave in a manner appropriate for a state officer. OFFICER RESPONSIBILITIES AT THE SLC. State officers are on duty for the entire SLC and should be prepared to be busy in Conference Headquarters, attending or chairing meeting sessions, or carrying out any conference function as directed. Since your registration, room, some meals, and partial transportation are funded by Texas FBLA from member dues and registrations, officers are expected to do everything possible to insure the smooth operation of each SLC. A rotation schedule may be created or officers may be excused if the situation warrants (such as a competitive event). Officers should view this time as an intensive, extensive learning experience in the behind-the-scenes operation of a large conference. If you do not have an assignment, please come and ask what you can do before assuming you are free. OFFICER RESPONSIBILITIES TO LOCAL CHAPTERS. State officers are to make as many visits to local chapter meetings and functions as possible within the limits of time, distance, and expenses. This interaction will aid communication among all levels of the organization, increase interest, insure more candidates for district and state offices, and transfer learning received at training sessions. OFFICER RESPONSIBILITIES TO GROWTH. Each state officer must make a commitment to the growth of the organization, to reactivate chapters, to recruit new chapters, and to increase membership in local chapters. OFFICER RESPONSIBILITIES TO THE STATE FINANCIAL STRUCTURE. State officers are expected to practice fiscal responsibilities in incurring and requesting reimbursement for expenses. Promotion of the SLC and registration fees for it will help insure solvency for our state organization. Any sponsorships or donations secured for the organization or contributions to the Endowment Fund will help keep dues lower longer and insure that more of every officer s expenses can be paid. Since you chose to run, you and your chapter should plan to bear some of the expenses of office rather than requesting reimbursement. You ran for the experience, the honor, the reference for jobs, college entrance and scholarships, etc., in return for which you should be

41 The Team 19 willing to finance some of your costs. However, Texas FBLA does not want lack of money to affect any student s ability to join or participate! Officers do not have the authority to commit Texas FBLA, its advisers or its finances to any activity! OFFICER RESPONSIBILILTIES TO HIS/HER ADVISER. Your adviser is your mentor and friend, but is still your teacher. Your adviser should be treated with respect, should be kept informed of all commitments and activities, should approve all correspondence and reports, and know where you are at all times. Respect your adviser s time and job commitments you are an extra! Do whatever is necessary to keep your adviser happy and on your side! Say thanks often, not only verbally but with notes and/or small remembrances. Remember, the adviser signed your application and has the authority to ask for your removal if necessary. (PS: most of these reminders apply to your family as well). OFFICR RESPONSIBILITIES FOR PUBLICATIONS. Officers are required to submit articles to the State Reporter/Historian to be included in each issue of The Texan. President, Secretary, Reporter/Historian and Parliamentarian: articles might include an overview of activities conducted by your respective offices or important events taking place in the state, region, or on the national level, or might be motivational or informative in nature. Vice presidents: articles should include state chapter activities that were conducted in your area. Suggested length of each article is 100 words. Failure to provide timely, quality information for publication could result in dismissal from office. In addition, each officer is required to provide information, in a timely manner throughout the year, and no later than March 31, that can be used to compile the State Chapter Business Report. Officers should acquire information from local chapters for inclusion in the report, Efforts should also be made to encourage all local chapters to submit articles for The Texan and for publication in Tomorrow s Business Leader as well as pictures and chapter activities for the State Chapter Business Report. SPECIAL POLICIES AND PROCEDURES State officers are responsible to the State Officer Coordinator and the Board of Directors as well as the local adviser and are ultimately responsible to the State Adviser. Your education takes precedence over optional FBLA activities. Decline a discretionary assignment if there is an educational conflict; don t, however, make it an excuse. Students must remain academically eligible to participate in FBLA activities on every level. If you are given an assignment that you find impossible to fulfill, notify your local adviser and the State Officer Coordinator immediately before it becomes a crisis. Another officer can be assigned to the activity so that the organization does not suffer.

42 The Team 20 FBLA OFFICER DRESS CODE FBLA officers and officer candidates shall at all times during any FLBA function be dressed in official uniform or conservative business or casual attire so that the best possible impression is made on other students, advisers, administrators, and the community. While fashions come and go and teenagers often follow fashion trends, those who seek to be and who are FBLA officers agree that while representing FBLA at any function, he/she will dress conservatively. Failure to adhere to the dress code or to alter one s appearance immediately and for the duration of a conference after being asked to do so by a member of the Board, the State Officer Coordinator, or any officer adviser may result in forfeiture of candidacy or office. All officers will follow the current dress code issued by the state or national office. The guidelines below apply specifically to Texas FBLA officer candidates and state officers. ALL CANDIDATES AND OFFICERS Must be clean and well-groomed Are to keep dandruff brushed off Will use an effective deodorant Are to have clean, pressed and well-mended clothes; fad clothing is not appropriate for FBLA meetings and activities Suggestive, provocative or revealing clothing is not appropriate. No inappropriate words or graphics may be on any clothing Must have well-polished and conservative shoes Blazers must have the FBLA patch firmly and neatly attached at all edges Any tattoos must be covered No visible piercing except for ears (all other pierced jewelry must be removed) FEMALES Blazers shall be worn with a dress or with a skirt and blouse; a tie/scarf may be worn Avoid wearing white/off white hose with blazer Wear navy blue or black shoes with closed heels and toes, especially on sage or at exhibit booths Skirts are to be of a modest, conservative length, not too tight, regardless of current fashion Blouses/tops or formals are not to be clinging or low cut; no cleavage is to show Jewelry should be limited, discrete, and not flashy or noisy Wear only one pair of pierced earrings Hair should be clean; style and color should be conservative with long hair away from the face MALES Dress shirts with blazers; long sleeves preferred in conservative colors and patterns Wear a conservative tie tied to touch the belt buckle Dress slacks and a coordinating belt if belt loops are provided

43 The Team 21 Socks are to be dark, never white, and should be up to the knee Shoes should be dark dress shoes and well-polished Jewelry should be limited to a watch, cuff links, one ring, and perhaps a discreet gold or silver bracelet; no pierced jewelry is appropriate Clean-shaven is preferred, although a tasteful mustache is appropriate; unshaven chins and cheeks are not. Hair cuts and color should be neat and conservative CASUAL ATTIRE When off duty but representing FBLA, officers and candidates should realize that they are still role models and should dress accordingly No tight, revealing, short, or torn clothing should be worn; be modest at all times. With permission, you may travel in casual attire walking shorts or slacks with a blouse/shirt worn with the FBLA blazer or an FBLA T-shirt. Conservative footwear, jewelry and grooming are still necessary. Special attention should be paid to swimwear which should also be conservative! SAMPLE FBLA OFFICER ATTIRE The official attire for all FBLA meetings includes the FBLA blazer with emblem attached to the left pocket. Outfit Males Females A B C D E Navy slacks Yellow shirt Blue tie Khaki slacks Blue shirt Blue tie Gray slacks White shirt Gray tie Navy slacks White shirt Red tie Navy skirt Yellow blouse Blue scarf/tie Khaki skirt Blue blouse Blue/tan scarf/tie Gray skirt White blouse Gray scarf/tie Red skirt White blouse Blue tie/scarf F G

44 The Team 22 NATIONAL FBLA-PBL DRESS CODE (Revised January 12, 2008) FBLA-PBL members should develop an awareness of the image one s appearance projects. The purpose of the dress code is to uphold the professional image of the association and its members and to prepare students for the business world. Appropriate attire is required for all attendees advisers, members, and guests at all general sessions, competitive events, regional meetings, workshops, and other activities unless otherwise stated in the conference program. Conference name badges are part of this dress code and must be worn for all conference functions. For safety reasons, do not wear name badges when touring. Professional attire acceptable for official FBLA-PBL activities includes: Males Business suit with collar dress shirt, and necktie or Sport coat, dress slacks, collar shirt, and necktie or Dress slacks, collar shirt, and necktie. Banded collar shirt may be worn only if sport coat or business suit is worn. Dress shoes and socks. Females Business suit with blouse or Business pantsuit with blouse or Skirt or dress slacks with blouse or sweater or Business dress. Dress shoes. Nylons when wearing skirts and dresses. Capris or gauchos with coordinating jacket/suit worn below the keen with nylons.* Inappropriate attire, for both men and women, includes: Jewelry in visible body piercing, other than ears Denim or chambray fabric clothing of any kind, overalls, shorts, skorts, stretch or stirrup pants, exercise or bike shorts Backless, see-through, tight-fitting, spaghetti straps, strapless, extremely short, or low-cut blouses/tops/dresses/skirts T-shirts, Lycra, spandex, midriff tops, tank tops, bathing suits Sandals, athletic shoes, industrial work shoes, hiking boots, bare feet, or over-theknee-boots Athletic wear, including sneakers Hats or flannel fabric clothing Bolo ties Visible foundation garments *Clarification: Many women s two-piece suits are currently designed so that they do not require a blouse; therefore, this will be acceptable. Sling-back shoes, open-toed shoes and sleeveless dresses are acceptable.

45 The Team 23 PACKING LIST MALES comb/brush shampoo/conditioner socks dress shirts casual shirts slacks shorts/casual pants suit/blazer/sport coat PJ s robe house shoes dress shoes casual shoes shaving kit belt ties underwear coat/sweater medicines deodorant jewelry toothbrush/toothpaste raincoat/umbrella swim wear beach towel money/traveler s checks credit card handkerchief alarm clock hair care products aftershave/cologne mouthwash/breath mints glasses/contacts kit business cards paper/pen sun lotion Plane Tickets & Itinerary Snacks reading material computer/ipod tuxedo and accessories camera blow dryer extension cord iron

46 PACKING LIST FEMALES The Team 24 Slip bra panties hose socks blouses skirts shorts/casual slacks suit/dress blazer PJ s robe house shoes dress shoes casual shoes jewelry scarves coat/sweater raincoat/umbrella nail care items swim wear/cover up beach towels toothbrush/toothpaste mouthwash/breath mints makeup comb/brush feminine products shampoo/conditioner medicines hand lotion sun block hair spray products perfume deodorant glasses/contacts kit curling iron blow dryer extension cord moisture cream business cards reading material/games computer/ipod paper/pen camera snacks medicines deodorant Plane tickets/itinerary money/traveler s checks credit card

47 GOALS SETTING GOALS When you left home for a conference, you had a destination (a goal) in mind. Certainly, you knew where the conference was to be. Your goal was to arrive safely on the right day, at the right time, at the right place, and in the right frame of mind. If you had not known where you wanted to go, you would probably not have planned to attend. You were not a wandering generality. You knew specifically where you wanted to go. You were a meaningful specific. Which do you prefer to be: a wandering generality or a meaningful specific? Without a goal, one lacks direction. Without a goal, one lacks commitment. Without a goal, one cannot contribute positively to his or her own growth or the growth of this organization. Imagine what it would be like if there had not been goal-directed individuals! Where would this country be today had there not been men and women of vision? Much has been accomplished because there were people with goals. Accomplishment is seldom accidental; it is usually the result of goal-directed behavior. You are on this planet for a purpose. You are important! You do count! You have a contribution to make to FBLA and yourself. Others are depending on you. Your organizational goals will help you accomplish much more for yourself as well as for FBLA. We re all in this world together; we do not exist in isolation of each other. We must work together and help each other reach his/her goals if we are all to reach our goals. Forward movement demands goal-oriented people. It is vital that you set, achieve, set, achieve, set, achieve, etc. When you accomplish a goal, set more and higher goals and work to achieve them. You continue advancing through life with a never-ending chain of goals. If you do not accomplish a goal, then regroup, reassess, and then set a revised goal. As you begin setting goals, remember the six cardinal rules of goal setting: 1. Goals must be challenging! 2. Goals must be futuristic! (But you must know where you are starting from to know where you want to go.) 3. Goals must be continually flowing and directing behavior! 4. Goals must be specific and measurable! 5. Goals must be realistic and attainable! 6. Goals must be your goals! (Are you willing to work toward them?) 7. Goals must be manageable! (Three is a good number!) If the goals set are not yours, you will not be as committed to them as you should. If you can adhere to the rules above, formulated by LDI, you have taken the first step at truly becoming an effective leader. A leader is goal-directed. A leader knows the destination for himself-or herself and the group for which he or she provides leadership.

48 Finances - 1 As a goal-directed person, you will open many doors that might otherwise have been closed to you. Once you begin setting goals properly, you will believe you can accomplish those goals. Then you will set higher and newer goals, and on and on. The only limitation you will experience will be in your own mind. What are your goals? Write them down. For each goal you set, identify obstacles you must overcome to accomplish that goal. List how you plan to overcome each obstacle. Remember, You can get everything in life you want if you help enough other people get what they want. You are a leader in FBLA. What are your plans to help FBLA members and advisers get what they want? What are your plans to help business teachers and students not yet in FBLA get what they want? Take note of your personal assets. Identify those assets which you feel you posses that will help you accomplish the team s goals. What additional assets to you feel you and/or the team needs to accomplish your goals? What do you plan to do to acquire the needed assets? PLANNING YOUR SCHEDULE Once goals have been created, the steps to accomplish those goals must then be planned. Next, each week activities must be scheduled to accomplish the steps that will help you meet your goals. Experts say that you need only 30 minutes to plan your entire week. How? Follow the OATS formula: O: Objectives What results do you want to see by the end of the week? Write them down and rank them. A: Activities What do you have to do to achieve your goals? List the necessary activities, and put them in sequence. T: Time - How much time will each activity require?: To plan realistically, allow yourself more time than you think you will actually need. This gives you flexibility if unexpected problems develop. S: Schedule Look at your calendar and decide when you can do each activity. Do not schedule an activity for the last possible time slot, because other emergencies may interfere. Most people underestimate the power of a schedule, but you won t get anything accomplished if you don t schedule time to do it. (President s Newsletter, Ketchum Public Relations)

49 Finances - 2 WHY MAKE A TO-DO LIST? The most effective time management tool is the simple to-do list, but many people fail to understand its usefulness. Here are twelve reasons for constructing a daily to-do list: 1. You free your mind of the fear that you re overlooking something important. 2. You pace yourself better. 3. You ensure that crucial deadlines will be met. 4. You stop wasting time on unproductive or low-priority tasks. 5. You can concentrate on doing your best work on the immediate task. 6. You don t drift toward becoming a workaholic. 7. You communicate to others what you think is important. 8. You have a logical point to start and end the day. 9. You assure others that you will deal with their concerns. 10. You establish a systematic and productive pace. 11. You resist unimportant interruptions. 12. You avoid procrastination. (Nido R. Qubein, Get the Best From Yourself, Berkely Books, New York, summarized in The Working Communicator, June, 1995) BACKDATING Backdating is the process of establishing tasks to be accomplished and the dates by which each must be finished in order for an event to take place by a given time. 1. Determine the date of the meeting. 2. List all the activities that must be done in order for the meeting to take place. 3. Break each activity down into the steps needed to accomplish it. 4. Arrange these steps in the order in which they must be decided and/or done. 5. Decide how much time each step will need. 6. Using a calendar, start with the date of the meeting. Based on how much time a step will take or the date by which it must be accomplished, work backwards to determine the date to begin work. 7. Repeat numbers 3 6 for each activity. Example: You want to register to attend the Institute for Leaders training. When is registration due? (June 1, but it should be there a week earlier to ensure receipt) How much time should you allow for the mailing process? (1 week) You must requisition a check from the school finance department, so how long to they take to issue one? (3 weeks) Thus, you need 3 weeks for check processing, 1 for mailing and 1week early arrival for a total of 5 weeks. Therefore, you would back up 5 weeks from June 1 which means you should have your paper work turned in by April 23. But April 23 is a Sunday, so you must turn it in by

50 Finances - 3 Friday, April 21. To get it to them through the interoffice mail, plan to complete the school s requisition form and the Institute for Leaders registration form on Wednesday, April 21. TRAVEL POLICIES AND PROCEDURES To do an effective job, every officer must travel. Travel is essential to get the necessary training and enthusiasm (such as attending Officer Training, the NLC and IFL); then travel is necessary to use and share that training and enthusiasm (such as presenting workshops and conducting new chapter installations). When traveling for FBLA, the State Officer Coordinator must approve your plans in advance. Travel Advance Request forms are provided in the Finance section and should be sent to the State Officer Coordinator for approval at least one month in advance of the trip. Officers may be required to travel unescorted. If Texas FBLA requires attendance at a meeting, the state may make travel arrangements. The travel agent will send ticket information via , and the officer/adviser will have only about 12 hours to verify the information. If verification is not received, the ticket will be issued as shown and any changes will be at the officer s expense. If verification is received and the ticket issued, the officer is responsible for the accuracy of the information and will incur any cost of changing the ticket. Texas FBLA assumes no responsibility or liability in connection with travel by any state officer unless the state office has approved the plans in advance. Permission to travel and health care authorization forms must be on file in the state office. Travel arrangements for optional travel must be made through the state s designated travel agency and approved by the state office. When possible, officers will travel together to save expenses. You will travel by the least expensive method with advance booking. The officer s adviser should make arrangements for travel through the agency, and then the officer may file for reimbursement after the event is successfully completed. Leave an up-to-date itinerary at home, with your local adviser, and with the State Officer Coordinator. This is not only for the convenience of your family, but also so the State office will know where to reach you should it be necessary and so you can be reached in an emergency. If applicable, let your host or hostess know your arrival and departure times well in advance of the event. In all cases, only the necessary expenses involved in required travel will be paid by Texas FBLA. Hotel costs per individual are determined by dividing the cost of the room by the number of occupants. Be conservative with meal expenses, but do eat! GET RECEIPTS

51 Finances - 4 FOR EVERYTHING! Complete a Travel Expense Form from the Finance section of this Handbook upon your return home. If you are representing Texas FBLA, whether Texas FBLA pays your expenses or you pay them yourself, you are expected to attend and participate in all scheduled meetings! Sightseeing and shopping must be worked in around the meeting schedule or you may elect to go early or stay after at your own expense and with a chaperone. WORKSHOPS AND CONFERENCES As a state officer, you will be expected to attend one or more Area Workshops and Conferences as an official representative of Texas FBLA. Any invitation requires that you notify the State Officer Coordinator. Acknowledge the invitation immediately indicating that your plans are dependent on approval and confirmation will be given as soon as possible. When travel is approved or denied, you should immediately send a note of acceptance or regret. All expenses will be paid by the inviting group, not Texas FBLA. When invited to a meeting of any type, find out exactly what will be expected of you during your visit. Offer to help in several ways. More than your presence is expected! Whatever is asked of you, be prepared to do it and do it well. Don t wait until you arrive to make preparations for speeches or workshops. When attending a conference, you are there as a business student as well as an official representative of FBLA. You should attend all meeting functions and devote all your time and efforts while there to help make the conference a success and to learn all you can. Remember, too, that school rules regarding no alcohol or smoking, etc. apply to all FBLA travel, and violation of these rules could involve you in discipline action at school, and/or with a government entity, and will affect your status as an FBLA officer. Wear your FBLA blazer to all official functions, and business attire at all times outside your hotel room unless you are sight-seeing. Wear your name badge at all functions, but do not wear it outside the hotel. A report of your trip and participation in all activities should be sent to the State Secretary for inclusion in the State Chapter Business Report, and to the State Officer Coordinator with the month s MAR. This report should correlate with your expense report, too. Write all appropriate thank you letters immediately with copies sent with your monthly reports. Write appropriate letters of congratulations as well! SPECIAL NOTICE! When you travel in any capacity as an FBLA state officer, with or without a local adviser, you are directly answerable to the State Officer Coordinator or any adviser specifically designated as chaperone.

52 Finances - 5 Regardless of the chaperone, every state officers must: (a) ask permission to leave the premises, (b) indicate how you wish to travel, (c) list who else is going, (d) state exactly and specifically where you want to go, (e) state exactly when you will return, and (f) check in immediately on your return. Curfew and behavior regulations do apply to state officers unless you are specifically involved in official activities. Please be very discrete and quiet if you are required to be out after curfew.

53 Finances - 6 The Ten Commandments on HOW TO BE THE PERFECT GUEST! The house is not a hotel! Make your bed. If you ve used a hide-a-bed, remove the sheets and fold them and replace the cushions. Roll up the sleeping bag. Help replace any moved furniture. Ask where to put the linens. Be a neat nick. Throw away your trash. Flush toilets. Wipe up spills and splashes. Keep personal clutter confined in your suitcase. Hang up towels (never leave them on the floor). Clean the tub. Ditch the dishes. Help clear the table; take your dishes to the sink. Take your snack dishes to the kitchen. Throw away the paper products but never the silver! Give thanks. Thank hosts frequently, especially after meals or snacks and when you leave. Try to find them and thank them again after the function if possible. Worth noting! Leave a thank-you note on the bed or table. Each guest could write one, or all guests could sign one card with envelope you have brought with you. Consider including an appropriate scripture or significant quote. Make like Santa Claus and leave a gift, especially if you stay with a host more than one night or they make a trip to the airport. Bring something inexpensive for every host each time you travel. Something small is great a box of note cards, sachet, a book, a candy bar, or maybe something with the FBLA logo on it such as a cup or keychain. Watch the clearances at Wal-Mart or a bookstore. Nuke the noise! Keep the noise and playing reasonable, both indoors and outdoors. Family members or neighbors could be disturbed. When it s bed time, it s quiet time! Protect the property. Do not set a glass on a wooden table, put your feet on the furniture, flop down hard on the couch, or lean back in the chairs,. Turn out lights. Remember, you are a guest, not family. Honor thy host family s rules and traditions. For example, if the family holds hands for the blessing join in. Be observant and tactful. Just because that s not the way your family does something doesn t mean it is the only way. Watch the watch! Be on time so that you don t delay the host or your group. If you have trouble waking up, figure out a way to get up promptly. Know how much time you need to get ready, and then make allowances for sharing the facilities when you determine what time you need to start getting ready.

54 Finances - 7 MANAGEMENT BY OBJECTIVES Plan your work, and then work your plan! Most state officers are very active individuals involved in many activities in addition to FBLA responsibilities and school work. To stay organized and to accomplish all tasks, a plan of action must be created, then followed. Most business managers find that a two-step form, a Management By Objectives (MBO) and a Monthly Activities Report (MAR), enables them to get the most done in the lest time with the minimum effort. FBLA state officers are to complete, submit, and then follow a Management By Objectives/Monthly Activities Report form (forms are in this section). Using this planned activity guide during the month keeps the officer on target; then at the end of the month the plan is reviewed to determine which objectives were accomplished, which were partially completed, and which must be carried into the following month, Summarizing the month s activities on the MBO turns the form into a Monthly Activities Report. HOW TO COMPLETE MBO/MAR FORMS First Month: On or before the first day of each month, sit down with your adviser, your calendar, and an MBO form to plan what needs to be accomplished during the upcoming month. Carefully look ahead to see what events are coming, then backdate or plan each step leading to accomplishment of the objective. a) In the first column of the MBO form, list three objectives to be accomplished. b) In the second column, list each step necessary to accomplish that objective. c) In the third column, enter the date by which each step should be completed. d) Have your adviser sign the form then a copy to the State Officer Coordinator. e) Transfer the activities and dates to your calendar. f) Work the form! During the month refer often to the MBO form and carry out the steps shown by the target dates listed. Write in the dates as steps are completed. Remaining Months: Step 1: On the last day of the month, again sit down with your adviser, the past month s MBO form, your calendar, a SAR form, and a blank MBO form. a) Review the MBO for the month just completed. Analyze each step to see if it is completed, partially completed, or unaccomplished, and make notes in the last column indicating the status of each step. Last month s MBO has now become a Monthly Activities Report (MAR) and indicates your activities for the past month. b) Using a Supplemental Activities Report Form, add any additional activities you did that were not listed on the MBO form. This allows you to take credit for all those other FBLA activities you did on the state level. Remember, this is a state

55 Finances - 8 form; do not list district or chapter activities, or any activities you have outside of FBLA. c) Plan ahead for the upcoming month. Using the blank MBO form, plan your activities for the upcoming month as in First Month above. Start with any objectives and steps that were not completed last month, and add to them new objectives, steps, and target dates for the upcoming month. Step 2: Include copies of letters you have sent, forms you have completed and any other materials to back up your activities. Step 3: Have your adviser sign all pages. Send a copy of the MAR from last month and the MBO for this month to the State Officer Coordinator.

56 Finances - 9 (For State Officer Activities Only) Texas Future Business Leaders of America Management by Objective Planner and Monthly Activities Report NAME: MONTH: OFFICE: WEBSITE UPDATED: YES NO Goal Steps Planned to Achieve Target Date Monthly Activities Report

57 Finances - 10 Texas Future Business Leaders of America SUPPLEMENTAL ACTIVITES REPORT NAME OFFICE MONTH List and explain any of your state activities for the past month not planned on the MBO and reported on the MAR such as: correspondence, presentations/speeches, articles for publication, public relations, and phone calls made and received, etc. Attach supporting documentation. This form must be submitted with the MAR/MBO each month. Activity Date Comments

58 Finances - 11 TEXAS FBLA PLANNING SHEET Committee Assignment Event Date Activity Steps to Complete Target Dates Cost Assigned To

59 Finances - 12 TEXAS FBLA PROGRAM OF WORK Month Activities Comments June July August September October November

60 Finances - 13 Month Activities Comments December January February March April May

61 Theme : State Officer Team Theme and Goals for the Year 20 - Finances - 14 Goals:

62 Finances - 15 TEXAS FBLA TO DO LIST FBLA ASSIGNMENTS FOR ACTIVITY SEND TO BY

63 Finances - 16 Finances Texas FBLA is administered by adult volunteers who receive no pay and who do not always request reimbursement for expenses. When feasible, we ask that officers also volunteer by being as self-supporting as possible. While every effort will be made to meet most of the expenses of very state officer, our membership dues alone will not allow every expense of every officer to be paid by Texas FBLA. When state officers can secure additional revenues in the form of donations to the State treasury or for the officer s expenses, a larger percentage of all expenses can be reimbursed. Although the following may not be complete, the list below is a breakdown of those expenses which are covered by Texas FBLA, the expenses which an officer or the officer s chapter should be prepared to cover, and those expenses which are covered by other sources. Some expenses are not covered as it is the organization s position that the officer would be attending the meeting as would any other member, and so the officer should pay his/her own expenses. EXPENSES COVERED BY TEXAS FBLA (RECEIPTS REQUIRED) If your expenses are paid by your chapter, ISD, or sponsorship/donations, please do not request additional reimbursement from Texas FBLA. It is not possible to save (example: $50 not used for NLC) and apply it to a future event. Reimbursement may be denied if an officer does not fully participate in the meeting activities or exhibits conduct unbecoming to an officer that reflects poorly on FBLA. Receipts for all claimed amounts, along with the proper form, must be submitted before reimbursement is made. Requests for reimbursement must be made within ten days of the meeting and forms must be signed by the officer, the adviser, and the State Officer Coordinator before being forwarded for payment 1. Travel by the least expensive, yet most feasible method. 2. Any travel required of the officer, such as to Officer Training and the Mid-Year Planning meeting. Texas FBLA shall make arrangements and provide transportation, hotel rooms and meals for all eligible officers to attend. 3. Reasonably-priced meals during required trips ($35 per diem); snacks are on you. 4. Registration fees will be paid or waived for required activities. 5. Printing and mailing costs for the State Chapter Business Report. 6. Lodging during the SLC at the end of your term, and travel expenses to the SLC provided your ISD cannot pay your expenses; return travel expense will not be paid. 7. Dinner Wednesday prior to the SLC at the end of your term; some food will be in headquarters. 8. Texas FBLA shall pay for transportation to the SLC, Wednesday night shared hotel room, and Wednesday evening meal for officer advisers coming early to help. If the school requires the adviser to travel with the officer to activities, the expenses of the adviser shall be the responsibility of the school or the school district, 9. National Leadership Conference. Fifty dollars ($50) for each officer and $100 for the State President at the beginning of your term; and $100 for the President at the end of

64 Finances - 17 your term if as the outgoing president you did not qualify to compete in an event (if you qualified, the chapter or district should pay expenses). 10. Some of the expenses for the incoming President to attend the Institute for Leaders depending upon the condition of the State treasury, not to exceed $ National Fall Leadership Conference. Hotel costs plus a per diem for meals. Other expenses may be covered depending on the status of the state s finances. 12. Expenses for officers asked to attend the PBL SLC. 13. For the TBTEA Conference, Texas FBLA shall cover transportation costs of invited officers who live more than 100 miles away, per diem for meals, and a hotel room if deemed necessary. 14. For the TCEC (Business and Marketing Professional Development Conference), Texas FBLA will pay hotel and travel costs (for officers living more than 100 miles away) plus per diem for meals for officers invited to participate. 15. Any other expenses incurred/approved by the State Adviser or State Officer Coordinator. 16. If the budget allows, all or part of the travel expenses for officers advisers to participate in Officer Training, their lodging and meals. EXPENSES COVERED BY THE OFFICER OR OFFICER S CHAPTER/ SCHOOL 1. Expenses during the SLC at which you are elected. 2. Personalized stationery, if desired. 3. Business cards. 4. Any pictures made for publicity purposes. 5. Expenses to the National Leadership Conference except as detailed above. 6. Expenses for the Institute for Leaders, which is optional for all officers except for the President who will be funded as stated above. 7. Most expenses for the National Fall Leadership Conference, which is optional but recommended. 8. Costs of an adviser or chaperone that is required to travel with the officer. 9. Blazer or other uniform (such as tux or formal for the SLC Awards Ceremony). 10. Meals during the SLC and travel home from the SLC at the end of your term, except as stated above. 11. All expenses of an Area Workshop hosted by Vice Presidents. OTHER EXPENSES NOT COVERED BY STATE FUNDS 1. Expenses for attending a local chapter meeting, Area Workshop, or Area Conference outside your own area to which you are invited are to be paid by the chapter, or by the registration fees of that workshop or conference. The officer is responsible for negotiating these reimbursements in advance of the visit. 2. Area Workshops hosted by each Area Vice President must be completely selfsupporting by registration fees which should cover all postage, phone calls, travel, printing, speaker s fees, etc. 3. Attendances at conferences in other states or regions are not reimbursed by Texas FBLA.

65 Finances Postage, phone calls, travel, etc., incurred as local, district, or national officers or those not required in the line of duty are not paid by State funds. REIMBURSEMENT INSTRUCTIONS 1. Reimbursements will be made only if the officer exemplifies good state officer conduct and completes all assignments in a proper and prompt manner. 2. Requests must be submitted within ten days of the date incurred or reimbursement may be denied or reduced by 25%. 3. Dated receipts are to be arranged in chronological order with amount claimed circled, taped to a piece of paper, and stapled to the back of the reimbursement form. 4. The local adviser must sign all forms. 5. Completed forms are to be mailed to the State Officer Coordinator for adjustments, denial or approval and signature. Donna Crook, CR 729, Tyler, TX The State Officer Coordinator will forward the request for payment. 7. Allow a minimum of three weeks for this process. Please remember that expenses are for state mandated activities only. Local or area activities are not reimbursed. Workshops and area conferences are to be SELF- SUPPORTING in all aspects and are NOT reimbursable expenses. If an officer is invited to attend other workshops or conferences, the inviting group must understand they are responsible for any expenses, or the officer must take care of these expenses personally. Note: Any proposed activity that might result in expenditure of State funds must be approved by the State Adviser and/or State Officer Coordinator prior to incurring the expense in order for reimbursement to be made. All reimbursement requests must be made with receipts attached. All situations cannot be covered by the rules. In some cases, a judgment may need to be made by the State Adviser and/or State Officer Coordinator. Their decision is final. The decision will be made first in concern for the State organization s treasury, then with the consideration of the person involved. Thank you for your cooperation and understanding in stretching our funds. Any donations or sponsorships that you secure to help defray your expenses or the operation of the State would be beneficial and greatly appreciated! While the State wants to reimburse all legitimate expenses, and to do so with few restrictions, the limits of a budget operating mainly from dues and registration fees mandates that extreme caution be used in spending state funds. Thanks for your help and understanding on this sensitive issue.

66 Finances - 19 TRAVEL ADVANCE REQUEST FORM Only officers in good standing may receive travel advances. As soon as your travel plans are confirmed, you should anticipate your travel expense needs (transportation costs, taxi, tipping, etc.) and send the Travel Advance Request form to the State Office immediately, or if possible, three weeks before the trip. Some officers prefer to pay all expenses themselves or pay for them from chapter funds and then make a reimbursement request after the trip. This is permissible if the state office is aware of your travel plans and if reimbursement requests are made promptly. Please notice that these forms must be signed by the officer, the local adviser, and the State Adviser before being submitted to the State Office for payment. TRAVEL REIMBURSEMENT REQUEST FORM If you receive a travel advance, this advance must be deducted on the Travel Reimbursement Request Form completed after the trip. Receipts are essential. Any expenses incurred while traveling on Texas FBLA business must be reported on the Travel Reimbursement Request form. Receipts must be taped on a piece of paper in chronological order and then stapled to the back of the form. The form, along with appropriate receipts, must be sent to the State Officer Coordinator no later than ten days after the trip or reimbursement will be reduced by 25% and may be denied. Allow at least three weeks for reimbursement to arrive. All travel forms must correlate with your MBO s and MAR s. Meals should be kept below $25 per day or reasonable rate for the area visited. Snacks are on you. You may not always be able to get receipts (although even taxi drivers give receipts). Justify any expenditure listed that does not have a receipt. All other expenses claimed must be explained. MISCELLANEOUS ADVANCE REQUEST FORM Any expenses for miscellaneous items, such as postage, printing, or supplies which need an advance must first be approved by the State Adviser or State Officer Coordinator. Upon approval, the officer may submit a Miscellaneous Advance Request Form to the State Officer Coordinator for approval who will forward it for payment. A copy of this advance, with appropriate receipts, must be submitted along with the Miscellaneous Reimbursement Request Form within 30 days for payment of any remainder or to forward any refund to the State treasury.

67 Finances - 20 MISCELLANEOUS REIMBURSEMENT FORM This form is for miscellaneous items, such as postage, printing, or supplies related to Texas FBLA business. This form must have receipts stapled to the back of the form in chronological order, must be signed by the officer and the local adviser, and must be received by the State Officer Coordinator within ten days of the expenditure. All expenses must be verified and must be reflected on the MAR s and MBO s to be eligible for reimbursement.. Postage expenses must be reflected in the monthly reports and postage purchased should equal the number of letters sent. Indicate on the MAR s the date letters were sent, to whom, and the purpose. Postage for an Area Workshop is not reimbursed. TEXAS EXEMPT CERTIFICATE FBLA has been recognized by the State of Texas as a non-profit educational youth organization which entitles us to purchase items and to be exempt from the state sales tax. (This exemption applies only within the state of Texas.) In order to obtain this exemption with the minimum of effort, reproduce the exemption certificate in this section, complete it carefully, sign it, and then give it to the clerk before a purchase is rung up on the cash register. REMEMBER, LEGALLY, THIS EXEMPTIONAPPLIES ONLY TO ITEMS USED BY AND FOR FBLA ACTIVITIES. Write in a description of the items purchased, in general terms (such as Office Supplies). The reason for the exemption should be listed as non-profit, educational youth organization. You can also use your school name and address for this form. Note that the certificate does not require a number to be valid! However, you may encounter a clerk/manager who insists on having one. If so, list our Employer Identification Number assigned by the IRS which is (EIN) This form will allow you to purchase supplies for the Area Workshops without paying the state sales tax. You may also submit a form when you check into a hotel; it will exempt you as an FBLA participant from paying the state sales tax, but you will still have to pay the city tax and any others imposed on the room. This form is also good at restaurants. TAX EXEMPT DONATIONS The national office of FBLA-PBL, Inc, has been granted what is known as 501(c)(3) status. This is a federal ruling granting certain non-profit organizations special status so that any donations made to the organization may be written off by the donator as a tax deduction. As you solicit donations or sponsorships, offer to supply the business with a copy of the 501(c)(3) letter in this section as proof that the donation or sponsorship can be legally taken as a deduction. Making this offer indicates knowledge of the rules for making donations,

68 Finances - 21 shows concern for the well-being of the business, and often turns a negative or maybe answer into a positive one that results in financial support. Do not distribute this letter indiscriminately, however. ENDOWMENT FUND CONTRIBUTIONS Texas FBLA has established an Endowment Fund designed to pay a college scholarship and/or a portion of expenses of attending the NLC for event winners. Contributions by chapters or by businesses are maintained in separate CD deposits. Mark the following pages for the forms that will need to be used in case you misplace the CD or the CD stops working.

69 Finances - 22 TRAVEL ADVANCE REQUEST TEXAS FUTURE BUSINESS LEADERS OF AMERICA Donna Crook, CR 729, Tyler, TX Name Office Address City ZIP PREPARE IN DUPLICATE; RETAIN ONE COPY FOR YOUR FILES. Allow At least three weeks for receipt of check from the state office. Destination (City) (State) Dates of Trip (Beginning) (Ending) Purpose Estimation of Expenses: Airfare (round trip) Mileage ( miles at $.405 per mile) Miscellaneous: Meals: $25 Per Diem x days Taxi Registration Total Miscellaneous AMOUNT OF ADVANCE REQUEST: $ $ $ $ $ $ $ $ $ Officer s Signature Date Approved Date (Required: Adviser s Signature) Approved Date (Authorized State Signature)

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71 Miscellaneous Advance Request TEXAS FUTURE BUSINESS LEADERS OF AMERICA Donna Crook, CR 729, Tyler, TX Name Office Address City ZIP PREPARE IN DUPLICATE; RETAIN ONE COPY FOR YOUR FILES. Allow At least three weeks for receipt of check from the state office. Destination (City) (State) Dates of Trip (Beginning) (Ending) Purpose Estimation of Expenses: Postage Supplies: (List) $ $ $ Printing Other: (List) $ $ $ $ $ $ $ AMOUNT OF ADVANCE REQUEST: $ Officer s Signature Date Approved Date (Required: Adviser s Signature) Approved Date (Authorized State Signature)

72 Finances - 25 ADVANCE REQUEST TEXAS FUTURE BUSINESS LEADERS OF AMERICA 706 Oak Lane Grapevine, TX Name Office Address City St Zip PREPARE IN TRIPLICATE; RETAIN ONE COPY FOR YOUR FILES. ALLOW AT LEAST THREE WEEKS FOR RECEIPT OF CHECK FROM THE STATE OFFICE. Purpose of the advance request: Estimation of Expenses: Postage: Supplies: (list) $ $ $ $ Printing: Other: $ $ $ $ $ AMOUNT OF ADVANCE REQUEST: $ Account # Check # Date Issued Officer s Signature Date Approved Date Required: Adviser s Signature Approved Date Authorized State Signature Last updated 5/21/09

73 Finances - 26 Miscellaneous Expense Reimbursement TEXAS FUTURE BUSINESS LEADERS OF AMERICA CR 729, Tyler, TX Name: Office: Address: City: ZIP: MAKE TWO COPIES OF FOR ADVANCE OR REIMBURSEMENT. RETAIN ONE COPY; MAIL ORIGINAL WITH RECEIPTS. Advance forms must be submitted at least 3 weeks prior to the function., Reimbursement Requests must be submitted within 10 days from incurrence of the expenses. All claims must be supported by stubs, receipts, or bills stapled to Reimbursement Requests. Allow at least three weeks for receipt of check. A. Supplies Date Purchased From Items Purchased Purpose Cost B. Postage: (Attach receipts) A. Total Supplies Claimed: $ Date To Purpose Cost C Printing: (Attach Receipts) B. Total Postal Claim: $ Date Documents Printed Purpose Cost D Other: (Attach Receipts) C. Total Printing $ Date Type of Expense Purpose Costs Advancement, Date Paid D. Total Other Costs: $ Advancement, Check No. TOTAL ALL COSTS $ Reimbursement, Date Paid ADVANCE $ Reimbursement, Check No. REIMBURSEMENT $ Officer s Signature: Date: Approved: Date: (Required: Adviser s Signature) Approved: Date: (State Approval)

74 ` BILL TO: Texas Future Business Leaders of America 706 Oak Lane Grapevine, TX Finances - 27 PURCHASE ORDER No. PURCHASED FROM: Date Quantity Number Description Price Total Ship To (if different from above): SUBTOTAL SALES TAX SHIPPING & HANDLING OTHER Tax Exempt TOTAL Authorized: Name Title

75 Membership 0 TEXAS FBLA Payment Voucher Date: Please issue payment in the amount of: $ Issue payment to: Address: (Street) (City) (State) (ZIP) This pay voucher with attached invoice or other source documentation is approved for payment and will be retained for audit purposes. The executed pay voucher shall be returned to the Treasurer for filing with financial records. Approved: Purpose: Date Paid: Check Number: Remarks: Airfare Postage - Hotel Supplies - Meals Other/Misc - Mileage Parking Taxi Tolls Tips - Last updated: 5/22/15

76 Membership - 1 Invoice Texas Future Business Leaders of America To: Date: Make check payable to Texas FBLA and mail to: Renee Hancock, Treasurer or Donna Crook Texas FBLA TX FBLA State Officer Coordinator 706 Oak Lane CR 729 Grapevine, TX Tyler, TX Number Item Price each Total Subtotal Less Total Due FBLA $ Invoice Prepared by Title

77 Membership Oak Lane Grapevine, TX Non-profit, educational youth organization