Duties and Responsibilities of the Executive Committee

oATA president

Duties and Responsibilities: 

1. Serves as Chair of the Executive Committee. 
2. Calls all meetings of the Executive Committee and/or Association as deemed necessary. 
3. Serves as a voting member of the Executive Committee as a tiebreaker vote when needed. 
4. Serves as official spokesperson of the Executive Committee. 
5. Implements the mandates and policies of the Association. 
6. Possesses full power and responsibility to transact all business for and on behalf of the Association  and serves as a secondary signatory on all financial accounts. 
7. Presides over all Association meetings. 
8. Appoints District Board members, standing committee members, and liaisons with the review of the  Executive Committee. 
   1. Appointments are made by the President upon reviewing the submissions from members  regarding their interest in volunteering for a position. 
   2. Members can submit their interest during the year. If there is not a vacancy in the position,  the changeover will occur when the President-Elect takes the office of President at the winter  Executive Committee meeting.  
   3. Members can submit their interest in the following ways: 
      1. Complete a Universal Interest Form (UIF) online which will be directed to the President.
      2. Email the President-Elect prior to him/her resuming the office of President.
      3. Email the President during the off-cycle or during the President’s term.
      4. Email their District Representative who will forward the request to the President Elect or President depending on the term in progress.
   4. After receipt of the UIF, the President and/or the Secretary will complete the following:
      1. Check OATA membership of the interested member.
      2. Email and/or call the member with an extension of appreciation for his/her interest.
      3. If  the interested party is not a member, information on membership to the NATA and/or  OATA will be shared as this is a requirement to be on an OATA committee.
   5. The President will review committee appointments with the Executive Committee.
   6. After final approval, the Chair of each committee will contact the new member to orient him  or her on the background, expectations, goals, and any other pertinent information pertaining  to the committee.
   7. Committee members serve at the discretion of the President.
9. Creates and designates membership appointments to a task force or ad-hoc committee as necessary.
10. Serves as Advisor of the following committees:
    1. Legal Counsel Committee.
    2. OATA Physician Advisory Group. 
11. Serves as the OATA representative to the NATA State Association Advisory Committee (SAAC).  Can appoint a replacement if unable to attend meetings. 
12. Serves as ex-officio member of all committees. 
13. Serves as Chair of the athletic trainer members of the Joint Advisory Committee on Sports Medicine of the OSMA, OHSAA, and OATA, effective August 2003. 
14. In the event of an investigation of unethical behavior of the Chair or Sub-chair of the Ethics  Committee, the President will appoint an individual to serve in stated role.  
15. Shall perform the following actions as Advisor of designated committees: 
    1. Collect biannual reports, and other reports as requested, to be submitted to the Executive  Committee. 
    2. Collect budget requests to be submitted to the Treasurer. 
    3. Shall dispense appropriate sections of the Operations Manual.  
16. Shall award the OATA President’s Award to members who have gone above and beyond the call of  duty in service to the association. This award is given at the discretion of the President.

president - elect

1. Serves as a voting member of the Executive Committee. 
2. Serves as the President pro-tempore in the absence of the President from regularly scheduled  meetings.  
3. Maintains Approved Provider status through the Board of Certification (BOC).  
4. Serves as Advisor of the following committees: 
   1. Annual Meeting Planning Committee; helps with the administration of Annual Meeting. 
   2. Nominating Committee; reviews officer candidate biographies for eligibility and conducts  election. 
   3. Committee on Research and Grants. 
5. Shall perform the following actions as Advisor of designated committees:  
   1. Collect biannual reports, and other reports as requested, to be submitted to the Executive  Committee. 
   2. Collect budget requests to be submitted to the Treasurer. 
   3. Shall dispense appropriate sections of the Operations Manual.
6. Completes “Continuing Existence Form” and sends to the Ohio Secretary of State every 5 years.
7. Performs other duties as assigned by the President. 

IMMEDIATE PAST PRESIDENT 

1. Serves as a voting member of the Executive Committee. 
2. Serves as Parliamentarian for Executive Committee and Association meetings. 
3. Serves as Advisor of the following committees: 
   1. Awards Committees 
      1. Athletic Trainer of the Year Committee 
      2. Committee on Scholarships  
      3. Hall of Fame Committee  
      4. Honorary Membership Award Committee  
      5. Linda Weber Daniel Outstanding Mentor Award Committee  
      6. OATA Service Award Committee  
      7. Special Consideration Award Committee  
      8. Team Physician Award Committee 
   2. Ethics and Procedural Review Committee 
   3. Finance Committee 
4. Serves on Joint Advisory Committee. 
5. Serves as state representative for National and District Awards. 
6. Shall perform the following actions as Advisor of designated committees:  
   1. Collect biannual reports, and other reports as requested, to be submitted to the Executive  Committee.  
   2. Collect budget requests to be submitted to the Treasurer.  
   3. Shall dispense appropriate sections of the Operations Manual. 
7. Performs other duties as assigned by the President.  

VICE PRESIDENT OF GOVERNMENTAL AFFAIRS 

1. Serves as a voting member of the Executive Committee.  
2. Serves as custodian of the OATA Constitution, By-Laws, Code of Ethics, and Operations Manual.
3. Serves on Legal Counsel Committee.  
4. Maintains communication with Chair of Athletic Training Section of the Ohio Occupational  Therapy, Physical Therapy, and Athletic Training Board.  
5. Maintains communication with OAHPERD liaison. 
6. Serves as Advisor of the following committees: 
   1. ATs Care – Ohio
   2. Legislative Committee 
7. Shall perform the following actions as Advisor of designated committees:  
   1. Collect biannual reports, and other reports as requested, to be submitted to the Executive  Committee.  
   2. Collect budget requests to be submitted to the Treasurer.  
   3. Shall dispense appropriate sections of the Operations Manual. 
8. Performs other duties as assigned by the President.

VICE PRESIDENT OF INTRA-ASSOCIATION AFFAIRS 

1. Serves as a voting member of the Executive Committee. 
2. Serves as Advisor of the following committees:
   1. College/University Athletic Trainers Committee 
   2. Committee on Practice Advancement 
   3. Secondary School Committee 
   4. Student Senate Committee 
   5. Young Professionals Committee 
3. Shall perform the following actions as Advisor of designated committees:  
   1. Collect biannual reports, and other reports as requested, to be submitted to the Executive  Committee.  
   2. Collect budget requests to be submitted to the Treasurer.  
   3. Shall dispense appropriate sections of the Operations Manual. 
4. Performs other duties as assigned by the President.

SECRETARY 

1. Serves as a voting member of the Executive Committee. 
2. Serves as custodian of all records, books, and papers belonging to the Association, excluding the  Constitution, By-Laws, Code of Ethics, Operations Manual and financial records.  
3. Records minutes of all Executive Committee meetings and general business meetings and distributes  necessary information to the Association’s membership. 
4. Conducts official correspondence of the Association as directed by the Executive Committee. 
5. Maintains accurate membership directory and makes available via OATA website. Directory  updated quarterly or as imports from the NATA are made available.  
6. Provides signature of approval of all new membership application and classification changes. 
7. Provides applications to prospective members upon request. New members can be solicited from:
   1. Other OATA members 
   2. OTPTAT Board E-license look-up 
   3. Annual mailing list 
8. Submits a membership report to the Executive Committee and Association membership at the annual  meeting.
   1. Coordinates membership information with:
      1. District Board
      2. OATA Awards Committees
      3. OTPTAT Board.  
9. Provides a copy of the Constitution, By-Laws, Code of Ethics, Operations Manual, and listing of all  standing and ad-hoc committees, and liaisons in the Executive Committee Dropbox.  
10. Serves on Legal Counsel Committee.  
11. Serves as Advisor of the following committees: 
    1. History and Archives Committee  
    2. Communications Committee  
    3. Memorial Resolutions Committee  
12. Oversees operation of the OATA website and updates the website via the Webmaster as necessary  and appropriate.  
13. Oversees the production of monthly newsletters. Information is due to the Newsletter Coordinator by  the 15th of each month.  
14. Provides the following services to the membership: 
    1. Brochures of the OATA are available to all members. 
    2. Provides mailing labels of the membership for purchase. Discretion is given to the Secretary  and/or designated District Representative as to who is eligible for the labels.  
    3. Provides certificates for committee involvement to all committee members each election  year.  
15. Monitors use of the OATA logo. The logo cannot be used by individuals for private promotion (i.e.  hats, coats, stickers, etc.). The only logo acceptable for use is the digitized logo in the appendices of  the OATA By-Laws.  
16. Promotes athletic training through the Public Relations Committee.  
17. Sends out organization E-votes by order of the President.  
18. Shall perform the following actions as Advisor of designated committees:  
    1. Collect biannual reports, and other reports as requested, to be submitted to the Executive  Committee.  
    2. Collect budget requests to be submitted to the Treasurer.  
    3. Shall dispense appropriate sections of the Operations Manual. 
19. Performs other duties as assigned by the President.

TREASURER 

1. Serves as a voting member of the Executive Committee. 
2. Must be bonded.  
3. Possesses power and responsibility to transact all financial business for and on behalf of the Association.  
4. Does not commit the Association to financial obligations in excess of its available financial resources.  
5. Obtains the President’s signature on all financial accounts, as secondary signatory. 
6. Conducts official financial correspondence of the Association as directed by the Executive Committee. 
7. Collects dues and other special assessments from the membership.
8. Submits a financial report to the Executive Committee and Association membership at the Annual Meeting.  
9. Releases quarterly treasurer report to the Executive Committee and Association membership.
10. Submits financial records for compilation annually. 
11. Financial records submitted to the Accountant for filing of Federal Income Tax. Taxes are due on May 15.  
12. Serves on the Legal Counsel Committee.  
13. Serves on the Finance Committee.  
14. Serves as custodian of the financial records. 
15. Assures monthly payment of billing for Legal Counsel following approval of President.
16. General Accounting Information: 
    1. Keep all records of accounts in QuickBooks
    2. Submit QuickBooks to CPA when requested 
    3. Maintain current record of technology owned by OATA
    4. Maintain insurance on all equipment.
    5. Maintain Third party insurance
    6. Maintain Balanced Budget
    7. Reimburse officers state meeting registration
    8. All monies designated “Scholarship” go into scholarship account.
    9. All monies designated “Hall of Fame” go into Hall of Fame account
17. Oversee and Manage Budget Process
18. Oversee and Execute Revenue Management Policies 
19. Oversee Accounts Payable Guidelines 
    1. Treasurer is authorized to make immediate payment with available funds: all pre-approved  budget items, formally approved capital equipment items, and pre-approved member expense  reimbursement vouchers.  
    2. All bills should be given to the Treasurer with itemized list of expenses utilizing the expense  reimbursement form. Forms should be signed and indicating line item to be used. 
20. Oversee Credit Card Usage 
21. Oversee Reimbursement of Funds
22. Execute Expense Reimbursement Policy 
23. Serves as Advisor of the Sponsorship Committee.
24. Shall perform the following actions as Advisor of designated committees:  
    1. Collect biannual reports, and other reports as requested, to be submitted to the Executive  Committee.  
    2. Collect budget requests to be submitted to the Treasurer.  
    3. Shall dispense appropriate sections of the Operations Manual. 
25. Performs other duties as assigned by the President.  

CHAIR OF THE DISTRICT BOARD 

1. Serves as a voting member of the Executive Committee.
   1. This vote shall reflect a majority opinion of the District Board as this individual will be elected by the District Board membership.
   2. In the event of a tie vote of the members present, an abstention vote shall be recorded. 
2. Serves as official spokesperson of the District Board and official liaison to the Executive Committee. 
3. Must attempt to notify all District Board members of Executive Committee meetings. 
4. Serves on OATA Communications Committee. 
5. The District Chair shall serve as one of the Member-At-Large positions. 
6. Performs all other duties as assigned by the President. 
7. Shall submit biannual reports and other reports as requested by the President to the Executive  Committee. 
8. Shall submit budget requests to the Treasurer. 
9. Shall dispense appropriate sections of the Operations Manual to Board members.