Parliamentary Procedure Handbook. Leadership Guide Washington State PTA. Leadership Resources:

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Leadership Resources: In the resources section of the website, you will find resources available exclusively to PTA members. The resources page contains PTA and the Law information, leadership guide materials, Money Matters, and a variety of other resources for PTA officers and members. To access the leadership resources site: www.wastatepta.org/leadership Username: Growing Password: Together The username and password to the leadership resources page are subject to change but every effort will be made to notify PTA leaders in a timely fashion. Parliamentary Procedure Handbook Leadership Guide 2015-2016 1304 S Fawcett Avenue Suite 300 Tacoma, WA 98402 (253) 214-7410 www.wastatepta.org support@wastatepta.org

Parliamentary Procedure Handbook Leadership Guide 2015-2016 1. PARLIAMENTARY PROCEDURE 1.1 The Basics of Parliamentary Procedure By Teresa A. Dean, Professional Registered Parliamentarian (PRP) (Dean, The Basics of Parliamentary Procedure ) As a board member, one of your most fundamental rights and responsibilities is to take an active part in meetings. The following will help you know some of your rights, including when and how to use parliamentary procedure to promote fair and orderly discussion and decisions. To propose business by making a motion or a resolution Once adopted, a motion or resolution becomes the action or opinion of the group. The basic steps for a motion are as follows: 1. You (or any other board member) gain the right to speak (obtain the floor) by raising a hand or by standing and awaiting recognition. 2. The chair recognizes you by calling your name. 3. You make the motion (saying, I move that... or I move to..., not I make the motion that... or I so move... ). 4. Another member seconds the motion by calling out, Second. Recognition is not required. 5. The chair states the motion. ( It is moved and seconded that... Is there any discussion? However, some motions cannot be discussed. Consult your parliamentary authority for details on this.*) 6. The assembly discusses (debates) the motion according to these rules: a. Members wishing to speak must first obtain the floor (as in steps one and two above). b. The maker of the motion may speak first, if desired; he or she cannot speak against the motion but may vote against it. c. Remarks must be addressed to the chair and confined to the motion being discussed. Speakers should refrain from using members names; instead they should use titles or the previous speaker or the speaker who... d. Everyone must observe time limits. Sometimes these are previously established; if not, the limit should be 10 minutes per speech. e. No more than two speeches per member per motion are allowed on the same day. No second speeches are allowed if another is seeking to make a first one. 7. The discussion may end in one of two ways. The chair may sense that discussion is exhausted and simply call for a vote. Or a member can attempt to bring the discussion to an end by making the motion previous question. When this motion is made and seconded, the chair must put it to a vote without debate; to end the discussion, this motion must pass by a two-thirds vote. However the discussion ends, the chair then conducts the vote. ( The question is on the adoption of the motion that [repeat the motion]. Those in favor say aye. [Pause.] Those opposed say no. ) 8. The chair announces the results of the vote. The ayes (or noes) have it, the motion is adopted (or lost), and [the chair then states the outcome what has been decided]. Parliamentary Procedure Handbook (September 2015) Page 1

To second another s motion By proposing a second, you as the seconder merely indicate that you agree that the motion has merit and should be discussed. The seconder may oppose the motion in discussion (debate) and vote against it. If a motion does not receive a second, the group does not consider it. However, if discussion begins before a second is obtained, there is no need to seek one. The fact that the group wants to discuss the motion indicates that it has merit. To amend a pending motion The amendment, when adopted, becomes part of the motion. To enter into discussion (debate) Your remarks should let others know of your support or opposition. You should add information and not echo another s comments. To know the rules of discussion (debate) found in your parliamentary authority or the organization s special rules: Some organizations limit speakers to two minutes per speech. To ask questions (as a point of information): Your questions may bring forward information that others may be seeking. And finally, to vote: You, or any other member, cannot be compelled to vote unless required by the rules. If the motion to be voted on relates to a direct personal or financial interest, you should abstain. When you doubt that the results of a voice vote have been properly stated, you should demand a retake of the vote by calling out division. To have the vote counted, a motion is required that must be approved by majority vote. Once the vote is concluded, you and your fellow board members have the satisfaction of knowing you ve fulfilled your responsibility to make a well-organized effort to reach a conclusion and move along the business of your association. Note: Per the WSPTA Uniform Bylaws, parliamentary authority for all PTAs is the current edition of Robert s Rules of Order Newly Revised, or successor publication. 2. PARLIAMENTARY PROCEDURE IN MOTION 2.1 When to Make a Motion Actions requiring a MOTION by general members Election of nominating committee Approval of standing rules Approval of budget Election of officers Adding line item(s) to budget; changes to budget (if Actions requiring a MOTION by board of directors Standing rules changes (to be taken to members for approval) Budget changes (to be taken to members for approval) Actions that can be accepted or approved as presented/amended NO MOTION NEEDED Approval of minutes: general membership meetings, board meetings, and executive committee meetings Approval of financial report; monthly and year-end Parliamentary Procedure Handbook (September 2015) Page 2

budget doesn t contain language allowing board to reallocate) Endorse or oppose advocacybased issues, such as levies or bonds Adding line items to budget (to be taken to members for approval) Changes to vision/mission statements/goals Changes in membership fees (usually incorporated into standing rules) Entering into a contract with a third party Endorse or oppose advocacybased issues, such as levies or bonds Approval of financial review; mid-year and year-end For board-approved committee appointments Meeting adjournment if: o Time adopted for adjournment has arrived o End of agenda has been reached Note: All of the actions noted must be noted in the meeting minutes, whether a motion is involved or not. 2.2 Making a Motion Member A [Member A addresses the chair.] Madam/Mister President! [Member A waits to be recognized.] Member B Chair I move that [Without seeking recognition, Member B calls out.] I second the motion (or) Second! It is moved and seconded that [Chair repeats the motion.] Is there any discussion? Or Are you ready for the question? Members Chair *Discussion should be: Germane directly related to the motion Through the chair [Members discuss the motion after being recognized by the chair.] [After discussion ends] The question is on the adoption of the motion that [Chair repeats the motion] Those in favor of the motion, say aye. [Pause] Those opposed, say no. [Pause] Parliamentary Procedure Handbook (September 2015) Page 3

The ayes have it and the motion is adopted Or The no s have it and the motion is defeated. *Motions (adopted and defeated) are: Recorded in the minutes Chair sees that the action taken is implemented 2.3 Amending a Motion I move to amend the motion by: then indicate the method of amending: o Adding a word or words at the end of a sentence. o Inserting a word or words within a sentence. o Striking out a word or words in a sentence. o Striking out a word or words and inserting a different word or words in a sentence and then specify exactly what words are affected by the method above. 2.4 Modifying a Proposal Example of adding a word or words at the end: Motion: Local PTA dues shall be valid for one year. Amendment: I move to amend the motion by adding the words and must be renewed by June 15 at the end of the sentence. *Motion would read if amended: Local PTA dues shall be valid for one year and must be renewed by June 15. Example of inserting a word or words within a sentence: Motion: The president, vice president, and treasurer shall be bonded. Amendment: I move to amend the motion by inserting the word secretary, between the words vice president and treasurer. *Motion would read if amended: The president, vice president, secretary and treasurer shall be bonded. Example of striking out a word or words in a sentence: Motion: An annual conference of the officers, board of directors, and committee chairs shall be held during the annual membership meeting. Amendment: I move to amend the motion by striking out the words board of directors after the word officers. *Motion would read if amended: An annual conference of the officers and committee chairs shall be held during the annual membership meeting. Example of striking out a word or words and inserting a word or words in a sentence: Motion: The local PTA legislative chair shall be the PTA liaison to the state membership committee. Parliamentary Procedure Handbook (September 2015) Page 4

Amendment: I move to amend the motion by striking out the word legislative before the word chair and inserting the word membership. *Motion would read if amended: The PTA membership chair shall be the PTA liaison to the state membership committee. Note: Never make an amendment by saying, I move to amend the motion so that it reads as follows [restate the entire motion with the amendment]. Instead, always follow one of the four steps above. Following the procedure above makes it easier for the chair to state the amendment, allows members to focus only on the proposed change (the amendment), and helps the secretary keep track of changes to the main proposition. 3. APPENDIX 3.1 Parliamentary Procedure Cheat Sheet To Do This: Say This: May you interrupt the Do you need a second? Is it debatable? Can it be amended? What vote is needed? speaker? Adjourn Meeting I move that we No Yes No No Majority adjourn. Call an Intermission I move that we recess. No Yes No Yes Majority *Complain about Heat, Noise, etc. Temporarily Suspend Consideration of an Issue End Debate and Amendments Postpone Discussion for a Certain Time Give Closer Study of Something Amend a Motion Introduce Business I rise to a question of privilege. I move to table the motion. I move the previous question. I move to postpone the discussion Yes No No No No vote No Yes No No Majority No Yes No No 2/3 No Yes Yes Yes Majority I move to refer the matter to the committee. No Yes Yes Yes Majority I move to amend the No Yes Yes Yes Majority motion by I move that No Yes Yes Yes Majority The motions listed above are in order of precedence. The motions below do not have order of precedence. Parliamentary Procedure Handbook (September 2015) Page 5

*Protest Breach of Rules or Conduct *Vote on a Ruling of the Chair Suspend Rules Temporarily Verify a Voice Vote Members Stand *Ask a Question for Information Take up a Matter Previously Tables Reconsider a Hasty Action I rise to a point of order. I appeal the chair s decision. I move to suspend the rules so that I call for a division. (or) Division! Point out information. I move to take from the table. I move to reconsider the vote on *May go to head of line at microphone. Yes No No No No vote Yes Yes Yes No Majority No Yes No No 2/3 Yes No No No No vote Not usually No No No No vote No Yes No No Majority Yes Yes Depends No Majority Parliamentary Procedure Handbook (September 2015) Page 6