To Do list for your P&C

We've listed the basic tasks P&Cs need to complete to comply with their regulatory obligations.

P&Cs which run canteens or employ staff have additional regulatory obligations.

Please see our Resources page for templates and information to help you with these and other P&C tasks.

MonthActionWho

February/March

Before the Annual General Meeting

 

Prepare for Annual General Meeting:

  • Set a date, notify members and set an agenda
  • Call for nominations for the Executive Committee Office Bearers (for example, in the school's newsletter)
  • Prepare a financial reports for the meeting, ensure the accounts have been audited
  • Write a brief report on the last 12 months to table at the meeting. We have a template to help.

See also our AGM Checklist.

Secretary
Secretary

Treasurer

President

Attend Council's first General Meeting for the year (see our events calendar). Council Delegate

February/March

After the Annual General Meeting

(See also our AGM Checklist.)

Provide a good hand over to new office bearers All office bearers
Complete Council's online Office Bearers Form (so we can contact your new committee members) Secretary

Submit the Annual Return to the Office of Regulatory Services.

Secretary

Add new officers as signatories to bank accounts and remove previous members. The bank will need a copy of the AGM minutes.

Treasurer

Complete Annual Information Statement for the Australian Charities and Not for Profits Commission (most P&Cs). If unsure, see this FAQ.

Secretary

Start running the P&C! Arrange your first general meeting, share contact details with each other, and introduce the committee to the school community.

President, Secretary
March/April

Attend Council's Effective P&C Workshop

President, other P&C members

Attend Council's Treasurer’s and Insurance Workshop Treasurer
June

Renew your Council Membership by paying affiliation fees (Council will send an invoice)

Renew your P&C's insurance after reviewing insurance needs (forms sent in Term 2)

Treasurer
December Prepare accounts for audit and send to auditor - see our resources to help with your audit Treasurer