Florida FBLA-PBL Association, Inc. MEMORANDUM DATE: Jan16uary 1, TO: Florida PBL Members and Advisers FROM: Jody Jones, PBL State Adviser SUBJECT: 66th Annual Phi Beta Lambda State Leadership Conference The material contained in the packet is to be used in making the necessary arrangements for you and your students to participate in our 66th annual Florida Phi Beta Lambda State Leadership Conference. March 17-20, is rapidly approaching. Please take the time to carefully read this memo. You are responsible to make sure that your students follow the instructions outlined in this memorandum. The conference will be held at the Doubletree SeaWorld in Orlando. The conference officially opens Thursday, March 17, with conference registration beginning at 1 p.m. Delegates and advisers are urged to make plans to arrive at the hotel in time to pick up their pre-registration packets before the First General Session begins. Please check the enclosed tentative schedule of conference activities. Note that several activities and events begin early Thursday afternoon. The production portions for Accounting Professionals, Administrative Technology, Business Communication, Computer Applications, and Cost Accounting will be held in the individual districts prior to the state conference. More details regarding these events will be available soon. There will be no make up session for these events. The Opening General Session will begin at 8 p.m. on Thursday, March 17, 2016. All conference participants should be in attendance at this general session. The following pages provide some very important details pertaining to this year's conference. Please take the time to read this material and share with the rest of your members the information that will help your organization achieve success. The PBL State Leadership Conference is open only to paid chapter members, advisers, and officially registered guests. A chapter must be in good standing during the current school year to be entitled to participate in the conference. CONFERENCE REGISTRATION and HOTEL RESERVATION forms are enclosed in this packet and are to be mailed as directed on each form. 1 HOTEL INFORMATION The Doubletree SeaWorld Orlando has been selected as the official conference hotel. Reservations for the conference will be handled through the RESERVATIONS DEPARTMENT of the hotel. Separate reservation forms are provided for each chapter. All hotel reservations for each chapter, adviser, and delegate must be mailed directly to the RESERVATIONS DEPARTMENT by the individual chapter. PLEASE NOTE: Members and advisers must be housed and registered in the official conference hotel unless they live within a 30-mile radius of the conference site. Participants staying at a hotel/motel other than the conference hotel will be disqualified from entering any events. The hotel will make every effort to assign accommodations as they are requested. If an alteration is made to your original request, be sure to use your confirmation number. Any questions should be directed to the hotel. Your HOTEL RESERVATION form must be RECEIVED BY February 11, 2016. Chapter reservations will not be accepted by the hotel unless submitted on the proper form by this date and received prior to the hotel cutoff date. The Doubletree SeaWorld Orlando can only grant state sales tax exemption to those chapters that provide the hotel with a copy of their SALES TAX EXEMPTION certificate. This copy must be mailed with your HOTEL RESERVATION form. Meals and other hotel services are not subject to sales tax exemption. To take advantage of the sales-tax exemption, ALL persons from one school must be registered in the hotel on the HOTEL RESERVATION form. A school check (or a check drawn on the bank from which the SALES TAX EXEMPTION certificate was issued) in the correct amount must be sent to the hotel prior to arrival. Those not using tax-exempt status may pay their bill upon checking out by cash, or any major credit card. The Doubletree SeaWorld Orlando requires an advance room deposit equal to one night's lodging to be sent with the HOTEL RESERVATION form; however, we recommend that you prepay your entire bill. The Doubletree SeaWorld nightly rates are: $142 for single/double and $152 for triple/quad. The above rate is subject to applicable state and local taxes of 12.5 percent. Any changes in reservation requests must be made directly with the hotel. Be sure to obtain the name of the person at the hotel through whom you made reservation changes. Cancellations may be made with a 72-hour notice; however, be sure to get a cancellation number. The phone number for the hotel is 407-352-1100. Hotel restaurant charges and/or room service may be charged to your room only if you have provided the hotel with a credit card. 2 CONFERENCE REGISTRATION The pre-registration fee for each member is $90 if check, online registrations, and registration form are RECEIVED first-class rate of mail by February 11, 2016. Online registration for all members, advisers, and guests must be completed at the following site by February 18: Florida PBL State Conference Registration. After February 11, the registration fee is $100. Advisers and guests (individuals who are not members of PBL—example spouses and children planning to attend the banquet only) pay only $45. District directors and state officers do not pay a registration fee. To facilitate a smoother conference, the State Executive Council strongly requests that each chapter adviser pre-register and pay for his or her entire delegation by February 11, 2016. (This date will be strictly enforced). SCREENING OF STATE OFFICER CANDIDATES A President, Secretary, and five District Vice-Presidents are to be elected. Information on the interview schedule for state candidates will be posted at the EVENTS REGISTRATION DESK. Candidates should plan to arrive at the hotel ready to interview by 1 p.m. on March 17. All candidates must meet the requirements as set forth in the bylaws found in the STATE HANDBOOK, 2015-2016 edition, Article VI, Section 5. State officer applications must be RECEIVED first class rate of mail by February 11, 2016. Please read and complete the enclosed form carefully. 3 CONFERENCE REGULATIONS: 1. The conference is open only to chapter members, voting delegates, advisers and chaperons. 2. Participants must be active members of PBL whose dues have been post-marked by February 15, 2016, first-class rate of mail. 3. A chapter must be in good standing during the current school year to be entitled to participate in the conference. (District, state, and national dues paid and no previous conference obligations outstanding). 4. Any transfer student must have become a member of the chapter at the school where he/she is presently enrolled. Transfer students cannot represent their previous chapter unless there is no chapter at the school where the transferee attends. 5. All delegates, advisers, and officials will be given a PBL Conference Badge upon registration. This badge will be your means of identification as an official conference delegate and will be required for admittance to various programs, meetings and other activities. WEAR YOUR IDENTIFICATION BADGE AT ALL FUNCTIONS. 6. All delegates are expected to observe a healthy respect for the rights of others and are to refrain from boisterous activities that could reflect a negative opinion of Florida Phi Beta Lambda. Any complaints must be presented in writing and the parties making complaints are required to appear before the Executive Council in person with his/her adviser to respond to questions. 7. Photographs or videos may not be taken in any competitive event except by the official audiovisual company. 8. The adviser must pre-register all conference delegates by February 11 to be eligible for the pre-conference discounted registration fee. Registration for an individual member is transferable for a fee of $10. In order to take advantage of the pre-registration rate, the PREREGISTRATION form and check for the entire registration must be received first-class rate of mail by February 11 in the state office. In addition, the online registration must be received by Mrs. Jones by February 11. Entry into a competitive event after that date cannot be guaranteed. 9. The purpose of the Awards Ceremony is to honor those who have participated in the conference. The hotel and the Executive Council prohibit the consumption of any alcoholic beverage during conference functions. Any violation will result in a disqualification. 10. Should a chapter wish to cancel any pre-registered delegate(s), a 50 percent refund will be permitted up through 5 p.m., February 25. Cancellation must be made through the state adviser. There will be absolutely no refunds made after that date. 11. Violation of any rules or regulations or conduct deemed inappropriate may result in the member, members, or chapter being removed from the conference and the hotel. 4 COMPETITIVE EVENTS REGULATIONS: 1. Participants must meet the specifications set forth in the 2015-2016 OFFICIAL HANDBOOK (available on website: www.floridafbla-pbl.com). Please read the guidelines carefully. 2. Chapters may enter only one contestant or team (as specified) in: Accounting Analysis & Decision Making, Business Decision Making, Business Ethics, Business Law, Business Presentation, Client Service, Computer Animation, Economic Analysis & Decision Making, Emerging Business Issues, Financial Analysis & Decision Making, Financial Services, Forensic Accounting, Future Business Educator, Future Business Executive, Help Desk, Hospitality Management, Human Resource Management, Impromptu Speaking, Integrated Marketing Campaign, Job Interview, Management Analysis & Decision Making, Marketing Analysis & Decision Making, Mobile Application Development, Network Design, Parliamentary Procedure, Public Speaking, Sales Presentation, Small Business Management Plan, Social Media, Strategic Analysis & Decision Making, and Web Site Design. 3. Contestants may enter up to three different events in the following combinations: • Three objective tests OR • Two objective tests and one performance OR • Two objective tests and one skill OR • One objective and two skill OR • One objective test, one performance, and one skill Some adjustment to this provision may be required on the part of the contestant when two events operate concurrently. Students may enter the Christopher Heider, Rob Kelleher, or Who's Who event in addition to their three other events. 4. Participants may not have entered or have been eligible to enter the same event at a previous NLC. (Exceptions: Team events do allow for one member to repeat....See State and National Guidelines). 5. Entry in an event is contingent upon pre-registration on the appropriate form in the SLC packet and receipt of the completed online registration. 6. A participant who fails to appear on time and in the proper business attire may be disqualified and unable to enter the testing area. This also applies to students in the sequestering room. 7. All entries for Who's Who, Rob Kelleher, or Chris Heider Awards must be mailed to the state adviser. They must be RECEIVED by February 11, 2016. 8. The application, letters and resumes for Job Interview, letters and resumes for Future Business Executive and Future Business Educator, unit plan for Future Business Educator entries for Computer Animation, Desktop Publishing, Website Design and reports for Community Service, Local Chapter Annual Business Report, and Small Business Management Plan, must be RECEIVED by February 11, 2016. 9. Members may take the written Parliamentary Procedure exam to be considered for State Parliamentarian even if their school does not have a team. To be considered for State Parliamentarian, you must submit an officer application and be screened. 10. Any change after February 25, 2016, will incur a $10 fee. 5 HOTEL RESERVATION FORM 2016 PHI BETA LAMBDA STATE LEADERSHIP CONFERENCE March 17-20, 2016 Doubletree SeaWorld Orlando 10100 International Drive Orlando, Florida 32821 407-352-1100 Fax: 407-354-5068 SCHOOL ________________________________ADVISER____________________________ ADDRESS _________________________________________________________________ _________________________________________________________________ Check-in __________ Check-out __________ Cell Phone Number ___________________ 1. ________________________________ 2. ________________________________ 3. ________________________________ 4. ________________________________ 1. _________________________________ 2. _________________________________ 3. _________________________________ 4. _________________________________ 1. ________________________________ 2. ________________________________ 3. ________________________________ 4. ________________________________ 1. _________________________________ 2. _________________________________ 3. _________________________________ 4. _________________________________ 1. ________________________________ 2. ________________________________ 3. ________________________________ 4. ________________________________ 1. _________________________________ 2. _________________________________ 3. _________________________________ 4. _________________________________ Total Number of single/double rooms:____ x Number of Nights: ____ x $142 = $ ______ Total Number of triple/quad rooms: ____ x Number of Nights: ____ x $152 = $ ______ Pay this amount if you meet qualifications for tax exemption ..... $ ______ TOTAL. To qualify for State (Sales and Tourist) Tax Exemption, you must provide the hotel with a copy of the Tax Exemption Certificate. A check made payable to the Doubletree SeaWorld Orlando the exact amount above must be presented upon registering at the hotel. The check must be made payable by the institution named on the Tax Exemption Certificate. ALL others must add to the TOTAL above 12.5 percent. This amount may be paid by cash, any major credit card, certified check, or school check. No personal checks! The Doubletree SeaWorld Orlando requires an advance room deposit equal to one night’s lodging to be sent with this form. THIS FORM MUST BE RECEIVED NO LATER THAN FEBRUARY 11, 2016. 6 CONFERENCE REGISTRATION FORM/INVOICE 2016 PHI BETA LAMBDA STATE LEADERSHIP CONFERENCE March 17-20, 2016 This form must be accompanied by payment and RECEIVED by February 11. In addition, all members, advisers, and guests must be registered online at: Florida PBL State Conference Registration. Everything must be received by February 11 to avoid the late fee. SCHOOL ________________________________ ADVISER __________________________ ADDRESS ________________________________ PHONE____________________________ ______________________________________ CELL PHONE _____________________________ EMAIL ________________________________ Total number of members: _____ x $90 (if received by 2/11) Total number of members: _____ x $100 (if received after 2/11) Total number of guests: _____ x $45 (banquet only) Total number of advisers: _____ x $45 TOTAL DUE IF RECEIVED BY February 11, 2016 $ __________ $ __________ __________ __________ $ __________ Registration forms RECEIVED after February 11, 2016, will be accepted with a $10 late fee per member. MAIL TO: Florida Phi Beta Lambda P. O. Box 1106 Zephyrhills, FL 33539-1106 7 FLORIDA PHI BETA LAMBDA COMPETITIVE EVENTS Accounting Analysis and Decision Making Accounting Principles Accounting for Professionals Administrative Technology Business Communication Business Decision Making Business Ethics Business Law Business Presentation **Christopher J. Heider Scholarship Client Service **Community Service Project **Computer Animation Computer Applications Computer Concepts Contemporary Sports Issues Cost Accounting Cyber Security **Desktop Publishing Economic Analysis and Decision Making Emerging Business Issues Entrepreneurship Concepts Financial Analysis and Decision Making Financial Concepts Financial Services Forensic Accounting **Future Business Educator **Future Business Executive Help Desk Hospitality Management Human Resource Management Impromptu Speaking Information Management Integrated Marketing Campaign International Business **Job Interview Justice Administration Macroeconomics Management Analysis and Decision Making Management Concepts Marketing Analysis and Decision Making Marketing Concepts—Kurt S. Thomson Award Microeconomics **Mobile Application Development Network Design Networking Concepts Organizational Behavior & Leadership Parliamentary Procedure Personal Finance Project Management Public Speaking Retail Management **Roger H. Stubing Charter Award—Local Chapter Annual Business Report Sales Presentation **Small Business Management Plan Social Media Sports Management and Marketing Statistical Analysis Strategic Analysis and Decision Making **Rob Kelleher Memorial Award **Who’s Who in Florida Phi Beta Lambda **Web Site Design Events preceded by (**) have items that must be RECEIVED by Mrs. Jones by February 11, 2016. 8 SIXTY SIXTH ANNUAL FLORIDA PHI BETA LAMBDA STATE LEADERSHIP CONFERENCE Tentative Agenda Mrs. Jones will hand schedule students to avoid as many schedule conflicts as possible. Theme: Florida Phi Beta Lambda—Journey to Success! Kevin Carballe, Florida PBL President, Presiding Thursday, March 17, 2016 9:30 am - 12:30 pm Executive Council Meeting 1:00 pm - 3:00 pm Conference Registration 1:00 pm - 3:30 pm State Officer Screening 3:30 pm - 4:45 pm Written Tests: Accounting Analysis & Dec Making, Economic Analysis & Dec Making, Financial Analysis & Dec Making, Help Desk, Strategic Analysis & Dec Making 3:30 pm - 5:30 pm Client Service, Business Presentation, Community Service, Computer Animation, Small Business Management Plan, Social Media, and Website Development 5:00 pm – 6:15 pm Written Tests: Financial Services, Marketing Analysis & Dec Making, Network Design, Parliamentary Procedure 5:30 pm – 7:45 pm Impromptu Speaking and Help Desk Performance 6:30 pm – 7:45 pm Written Tests: Business Decision Making, Hospitality Management, Human Resource Management, Management Analysis & Dec Making 7:15 pm - 7:45 pm Adviser Meeting 8:00 pm - 9:30 pm Opening General Session/Keynote Speaker/Misc. Awards 9:45 pm - 11:00 pm District Caucuses/Meetings 9 Friday, March 21, 2016 8:15 am - 9:30 am Written Tests: Accounting Principles, Computer Concepts, Entrepreneurship Concepts, Information Management, Marketing Concepts, Microeconomics, Project Management 8:30 am - 9:00 am Meeting of Performance Events Coordinators 9:00 am - 9:30 am Event Judges Orientation 9:30 am - 11:00 am Written Tests: Accounting for Professionals, International Business, Organizational Behavior & Leadership, Sports Management 9:30 am - Noon Performances: Business Law, Economic Analysis & Dec Making, Emerging Business Issues, Financial Analysis & Dec Making, Future Business Executive Interviews, Future Business Educator Interviews, Hospitality Management, Human Resource Mgmt., Integrated Marketing Campaign, Job Interviews, Management Analysis & Dec Making 11:15 am - 12:30 pm Written Tests: Administrative Technology, Cost Accounting, Networking Concepts, Personal Finance, Retail Management 11:15 am - 1:00 pm Judges' Luncheon 12:45 pm - 2:00 pm Written Tests: Business Communications, Cyber Security, Desktop Publishing, Forensic Accounting, Justice Administration, Macroeconomics, Management Concepts 1:15 pm - 1:45 pm Judges' Orientation 1:30 pm - 4:00 pm Performances: Accounting Analysis & Dec Making, Business Decision Making, Business Ethics, Financial Services, Marketing Analysis & Decision Making, Network Design, Parliamentary Procedure, Sales Presentation, Strategic Analysis & Dec Making 1:30 pm - 3:30 pm Public Speaking Preliminaries 1:45 pm - 3:30 pm Future Business Executive – Finals (if needed) 1:45 pm - 3:30 pm Impromptu Speaking - Finals (if needed) 1:45 pm - 3:30 pm Job Interview – Finals (if needed) 2:15 pm - 3:30 pm Written Tests: Computer Applications, Contemporary Sports Issues, Financial Concepts, Statistical Analysis 3:00 pm - 5:00 pm Business Panel or Business Networking (TBD) 4:00 pm - 5:00 pm Public Speaking Finals (if needed) 10 Saturday, March 22, 2016 8:30 am - 9:15 am District Meetings and District Elections (if needed) 10:00 am - 11:30 am Second General Session/Misc. Awards 12:30 pm - 3:30 pm Awards Program Rehearsal--outgoing and incoming officers 6:00 pm - 10:30 pm AWARDS PROGRAM and INSTALLATION CEREMONY 10:45 pm - 11:15 pm NLC Meeting--All 1st through 3rd place winners and their advisers must attend. 2016-17 State Officers must also attend. 11 MANUAL/PROJECT/INTERVIEW EVENTS PREJUDGING TRANSMITTAL FORM DISTRICT _____ RECEIVED DATE: February 11, 2016 School ______________________________ Adviser ________________________________ Address _____________________________________________ Phone__________________ Directions: Please complete this form and forward your chapter entry to: Mrs. Jody Jones, 38834 Alston Avenue, Zephyrhills, FL 33542. Include a self-addressed stamped postcard in your package of material. It will be returned to you to use for proof of mailing. Bring this postcard with you to SLC. Judging of these materials will be completed prior to SLC. THE FOLLOWING EVENTS HAVE ITEMS THAT MUST BE INCLUDED WITH THIS FORM AND RECEIVED BY FEBRUARY 11, 2016 (Please read guidelines carefully): _____ CHRISTOPHER HEIDER SCHOLARSHIP _____ COMMUNITY SERVICE PROJECT _____ COMPUTER ANIMATION _____ DESKTOP PUBLISHING _____ FUTURE BUSINESS EDUCATOR _____ FUTURE BUSINESS EXECUTIVE _____ JOB INTERVIEW EVENT _____ LOCAL CHAPTER ANNUAL BUSINESS REPORT _____ LOCAL RECRUITMENT OF CHARTERS (Submit a letter of application for this award along with proof of merit) _____ MOBILE APPLICATION DEVELOPMENT _____ SMALL BUSINESS MANAGEMENT PLAN _____ WEBSITE DESIGN (Include URL address: ______________________________) _____ WHO'S WHO IN PBL/ROB KELLEHER 12 PBL Statement of Assurance This form must be completed and sent for the following events: Check one: Mobile Application Development Web Site Design Provide the URL for Web Site Design—NO CHANGES may be made to the URL from February 11-March 20, 2016. Make sure the URL link is valid through the State Leadership Conference. School: Web site URL Address: (where appropriate) Member(s) Name: Local Chapter Contact Adviser’s Name: Daytime/Cell Number: E-mail: I/We, the undersigned, attest that the design, creation, and implementation of the event are the original work of the above chapter member(s). I/we agree that this event may be linked, promoted, and used in any way by Florida FBLA-PBL, Inc. for purposes of promoting the association. (Typed name is accepted for signature.) Name of Team Member Adviser’s Name Name of Team Member Name of Team Member Complete this Document Section for the Above Events (replaces Readme file): Software Used: Source of Information: Copyright Notations Instructions for Running Project: Template(s) Used (source) This form must be received by February 11, 2016. Send to Jody Jones, 38834 Alston Avenue, Zephyrhills, FL 33542. 13 IMPORTANT NOTE!!!!! The Florida FBLA-PBL Dress Policy differs slightly from the national policy. Advisers are reminded that we follow the Florida policy at all Florida events. As always, this policy will be enforced at this year’s conference. The Florida FBLA-PBL Board of Directors revised our dress policy because of input from many of our chapter advisers. It is the board’s desire that Florida students are always the most professional that they can be. Please note that each member and adviser should be very aware of the entire dress policy (see page 15). The main differences from the national policy: Florida PBL requires dress shoes for females must be closed—toe and heel. Florida PBL requires that if females are going to wear business pants, they must also wear a business jacket. Florida PBL does not allow dress shorts, gauchos, or capris. Thank you for your cooperation. We look forward to seeing the bestdressed business students in the nation at our State Leadership Conference! 14 Student Name (PRINT)__________________________ School _________________________ FBLA-PBL PROFESSIONAL DRESS POLICY FOR ADVISERS, MEMBERS, AND GUESTS (Adopted by Florida, July 2009) FBLA-PBL members and advisers should develop an awareness of the image one’s appearance projects. The purpose of the dress policy is to uphold the professional image of the association and to prepare students for the business world. Acceptable attire is required for all attendees—advisers, members, and guests—at all general sessions, competitive events, meetings, workshops, and other activities unless otherwise stated in the conference program. MALES Business suit with collared dress shirt and necktie; or Sport coat, dress slacks, collared dress shirt, and necktie; or Dress slacks, collared dress shirt, and necktie. Dress shoes and dress socks are required. A banded collar shirt may be worn only if a sport coat or business suit is worn. FEMALES Business suit; or Business pantsuit (must include a jacket and pants—not shorts, capris, or gauchos); or Business dress; or Skirt with blouse or sweater. Closed toe and closed heel business dress shoes are required. MALES AND FEMALES No jewelry in visible body piercing, other than ears, on men or women! ACCEPTABLE AWARDS PROGRAM ATTIRE Professional dress as listed above; or Semi-formal or formal attire UNACCEPTABLE ATTIRE INCLUDES: Denim, chambray, or flannel fabric clothing of any kind Overalls, shorts, skorts, capris, stretch or stirrup pants, exercise or bike shorts Low-cut, backless, see-through, tight-fitting, spaghetti straps, or strapless blouses/tops/dresses Extremely short, tight-fitting, or see-through dresses/skirts Sandals, athletic shoes, industrial work shoes, hiking boots, over-the-knee boots, or bare feet Athletic wear, including sneakers and letterman jackets Hats Bolo ties Visible foundation garments New fashion trends may be in style but not necessarily appropriate. The best way to operate is to avoid walking the line. If there is a doubt, select something else to wear. Be a professional! I agree to abide by this dress code and realize that failure to do so may result in disqualification. ____________________________________ Student Signature Advisers must bring these forms with them to the SLC. Copy this form as needed. 15 SEND AN SLC GRAM 2016 SLC Program Classified Ad Copy Sign me up…I have a special message to send to my adviser, teacher, friend, child, or competitor. Please have my ad read: Ad placed by: Phone number/e-mail Return this form RECEIVED by February 11 with a check or money order in the amount of $10 payable to: Florida FBLA-PBL P. O. Box 1106 Zephyrhills, FL 33539-1106 Your ad will run in the PBL State Conference Program. Please remember that no ad may contain information relating to campaigns or selling products! 16 STATE AND NATIONAL PROJECT PARTICIPATION If your chapter has participated in the state and national projects listed below, please complete this form and return it with your conference registration, RECEIVED by February 11, 2016. DISTRICT __________ SCHOOL _______________________________________ ADVISER ____________________________________ NUMBER OF MEMBERS _______ CMAP: Students participating: Level Achieved: _______________________________________________ ________________________ _______________________________________________ ________________________ _______________________________________________ ________________________ MEMBERSHIP MADNESS OR MANIA Students participating: Madness or Mania: _______________________________________________ ________________________ _______________________________________________ ________________________ _______________________________________________ ________________________ AMERICAN CANCER SOCIETY: Activity and date: Amount Raised (if applicable): _______________________________________________ ________________________ _______________________________________________ ________________________ TOTAL AMOUNT RAISED ________________________ MARCH OF DIMES: Activity and date: Amount Raised (if applicable): _______________________________________________ ________________________ _______________________________________________ ________________________ TOTAL AMOUNT RAISED ________________________ FEED THE FOUNDATION: TOTAL AMOUNT RAISED ________________________ 17 FLORIDA FBLA-PBL CAMPAIGN RULES AND REGULATIONS THESE RULES AND REGULATIONS WILL BE STRICTLY OBSERVED. 1. All FBLA and PBL state officer candidates and FBLA candidates’ advisers will be required to sign a State Officers’ Agreement. This agreement must be submitted with the candidate application. 2. There shall be no campaigning inside or outside the candidate's district or the recruiting of campaign workers outside the district in which the candidate resides before passing the screening procedure at the State Leadership Conference. Official campaigning begins immediately following the SLC Opening General Session. It is against the rules and regulations for state officer candidates to mail district newsletters to other districts prior to the SLC when the newsletter contains state officer candidate information. 3. FBLA and PBL candidates for state office must agree that in case they later enroll in a school where there is no active FBLA or PBL chapter, they will charter one or resign the office within 60 days. PBL candidates also have the option of affiliating with a nearby chapter with the approval of the Board of Directors. 4. FBLA candidates for state office must agree that they will be enrolled in a business-related course throughout the term of office. PBL candidates for state office must agree that they have taken, are taking or will be enrolled in a business-related course in the current academic year. 5. Standard Operating Procedures: a. FBLA candidates must be accompanied to the state officer screening by their local chapter adviser or his/her adult school representative. PBL candidates may be accompanied to the screening by their local chapter adviser or they may provide a letter from the chapter adviser. It is strongly recommended that the campaign manager also attend this screening. b. Applicants may choose to run for another office for which they are qualified, up to 3 weeks prior to the SLC. Applicants must announce their intention to the state adviser in writing. d. Candidates may begin campaigning after completing the following: --filing official application by the due date --gaining official approval by the screening committee --getting all campaign materials approved REMEMBER--NO CAMPAIGNING MAY BEGIN UNTIL THE ADJOURNMENT OF THE FIRST GENERAL SESSION! 6. Candidates must submit the items below, if used in the formal campaign, to the state officer screening committee at the State Leadership Conference. Candidates are required to meet with the campaign material screening committee within the time frame designated. a. One each of their campaign items properly identified with the name of the candidate and office sought. b. A sample of all giveaway items. 18 c. A copy of the candidate's speech. There are to be no deviations from this speech once it has been approved. d. Final copy of financial statement: Candidates may not spend or have received donated materials (at “wholesale” value) and/or money totaling more than $1,000 in the campaign for state office. Substantiated documentation for donations and receipts for all campaign materials must accompany the financial statement. Failure to submit these materials will result in a candidate disqualification. 7. The persons involved in a candidate's campaign shall be limited to current dues paid members in good standing. During the campaigning, all persons involved shall wear their official SLC name badges. 8. A portion of the First General Session is reserved for campaign speeches on behalf of candidates for state office. a. A lavaliere or detachable microphone will be provided for candidates to use who prefer not to stand behind a podium. b. Presidential candidates will be allowed a total of three (3) minutes for speeches. c. All other candidates will be limited to two (2) minutes for speeches. d. TIME LIMITS WILL BE STRICTLY ENFORCED. Some type of loud device will be used and the person speaking must stop speaking when the device sounds. e. Demonstrations are restricted to the designated room where the campaign booths are located. No demonstrations are allowed during the Opening Session. f. No props may be used during the campaign speeches or caucuses. 9. Campaign booths (tables) will be provided at the conference. Booths will be open on the second day of the conference from early morning to late afternoon. Check the conference program for official times. a. Each state officer candidate will be provided: 1. One skirted table (approximately 3 x 6) 2. Two chairs b. Tables will be numbered. Candidates will draw numbers to determine which table is his/hers. c. Approved banners, posters, or any other promotional materials are to be displayed in the assigned area only. Items may not be pinned, taped, or tacked to walls, floors, ceilings, or furniture. d. The campaign booth is the only area where campaign materials may be dispersed or displayed. e. Helium balloons, noisemakers, monies, alcohol, tobacco, or items considered to be in poor taste will not be permitted. Items designed to be thrown (i.e., all types of balls) are not permitted. Items containing parts, which could cause injury, are not permitted. f. Neither state officer candidates nor their representative(s) will be permitted to host receptions, meals, etc., related to the campaign. Food items such as candy, cookies, etc., are permitted but must be in the manufacturer’s original packaging and may be dispensed at the campaign booth only. REMEMBER, ALL ITEMS TO BE DISTRIBUTED OR USED IN THE CAMPAIGN MUST BE APPROVED BY THE OFFICER SCREENING COMMITTEE. 10. Florida FBLA-PBL understands that new technologies, such as social media, have made it very easy to communicate with members outside of your local area. You are not allowed to mention state officer candidacy on your personal Facebook, MySpace, Twitter, Instagram, 19 Snapchat, or any other social media networking page, blogs, etc., prior to the end of the opening session at the State Leadership Conference. If you are approved to run for state office, Florida FBLA-PBL will allow campaigning via the use of social media (limited to Facebook, Twitter, YouTube and Instagram) and your chapter’s web site beginning immediately following the opening session of the State Leadership Conference. If you use these media, you must do so with the understanding/risk that these can be accessed by people outside of your chartered association, giving them an advantage in knowing their competition. Social networking pages need to be carefully monitored so as not to become a forum for debate on your candidacy. You are held accountable for the media that is front-facing on your social media accounts. This includes data that is obscured by privacy settings, but allowed to be viewed by “friends” or “followers”. Since many state officers accept members and advisers friend requests, it is imperative that any material posted is professional in nature. If you choose to use a web site or social media in your campaign you must follow these guidelines: A. Provide Florida FBLA-PBL with all urls for sites you will be using. Limited to: Facebook Page (not a personal page) Twitter Page Instagram Page Youtube Channel Website - Can be campaign or chapter website B. No campaigning will be allowed in any other social medium C. Only make the sites active at the end of the opening session of the State Leadership Conference. D. No social media posts time stamped before the closing of opening session of the State Leadership Conference will be allowed. E. Notify Florida FBLA-PBL if any digital paid media will be utilized and outline where ads will show (i.e. Facebook, Twitter, YouTube), how much will be spent in each media, and sample ads/posts to be used. F. Close (remove) the sites at the end of the voting time at the State Leadership Conference. G. Agree to remove anything deemed inappropriate by the State Adviser, Board of Directors, or Campaign Coordinator. H. Set your privacy settings to “Public”. 10. No campaign materials of any kind will be permitted in the general sessions at the FBLA or PBL conferences. Any infraction of the rules and regulations as outlined in this document, will necessitate a meeting between the officer candidate, his/her chapter adviser, possibly the respective District Director, and the Board of Directors (sitting as the Grievance Committee) to resolve the infraction(s). Penalties (if deemed appropriate by a majority of the Board) shall be set by the Board and may include disqualification of the officer candidate. 20 FLORIDA STATE FBLA/PBL OFFICER APPLICATION Each prospective candidate must complete this form and mail it to the state office by date specified in the State Leadership Conference Registration Packet. Resume including qualifications for office (not to exceed two pages); Letter of recommendation from your local chapter adviser, Letter of recommendation from your school administrator; A copy of the student's current transcript, and Completed Officer Application Forms including: - Applicant Fact Sheet - Applicant Autobiography (signed by applicant and parent if applicable) - Candidate Statement - Candidate Writing Assignment - Commitment Statement (signed by applicant, adviser, school administrator) - Certification (signed by applicant, parent if applicable, local adviser, and school administrator) - Financial statement APPLICANT FACT SHEET Office Sought ________________________________________________________________ FBLA PBL II. Applicant Information Name __________________________________________________________ FBLA/PBL Chapter _______________________________________________ Home Address ___________________________________________________ City ____________________________State ________ Zip _______________ Home Phone _________________ E-mail _____________________________ School Class for next school year: Sophomore Junior Senior GPA _______________________________ Polo Shirt Size _______________________ III. Parent/Guardian Information (Required for Applicants 18 years, or younger) Name(s) ________________________________________________________ Place(s) of Employment ___________________________________________ Work Number(s) _________________________________________________ E-mail _________________________________________________________ 21 IV. Adviser Information Name(s) _______________________________________________________ Home Address __________________________________________________ City ________________________________ State ________ Zip __________ Home Phone __________________ Work Phone ______________________ Email _______________________ APPLICANT AUTOBIOGRAPHY Name ________________________________ Nickname ________________________ Birthday ______________________________ Number of Years in FBLA _____ PBL ______ (Attach a separate sheet if necessary-- This form may be recreated on your computer) FBLA/PBL Offices Held & Term of Office: Business Courses Taken or Currently Enrolled: Awards & Honors: Special Recognition & Achievement: Interests & Hobbies: Leadership Positions Held: Career Goals/Aspirations Other Items of Interest about You: 22 CANDIDATE STATEMENT Name _____________________________________________________________________ Office Seeking ______________________________________________________________ CANDIDATE STATEMENT Please include a Candidate Statement (300 words or less). The statement is your opportunity to share with the Officer Screening Committee why you are qualified to be a state leader, what you hope to accomplish in your position, and other information that would encourage delegates to vote for you. This form may be recreated on your computer. 23 CANDIDATE WRITING ASSIGNMENT Directions: As a state officer, one of the most important forms of communication you will utilize is writing. Through thoughtful deliberation, creativity, and brief powerful statements, your writing can inform and inspire members to action! The Candidate Writing Assignment is your opportunity to demonstrate writing proficiency while “informing” the Officer Screening Committee about yourself and “inspiring” them to approve you as a candidate for FBLA-PBL state office. This form may be recreated on your computer. I. Why are you a member of FBLA-PBL? II. Explain the reasons you want to be a state officer for Florida FBLA-PBL. III. Describe the one aspect of FBLA-PBL that has had the greatest impact on you personally. IV. Tell about the most rewarding or challenging FBLA-PBL leadership situation you have faced. Describe how you handled the situation and the lessons that you learned that you could apply to the future. V. If you were elected as a state officer, what would you like to accomplish first? 24 VI. Describe the other priorities you would pursue as a state officer. VII. Serving as a state officer is a major commitment of time, energy, and resources. Describe the arrangements you have made to ensure you can dedicate adequate levels of each if elected. VIII. Discuss your personal goals and plans. Where do you want to be 5 years from now? How will service as a state officer help you achieve these goals? 25 COMMITMENT STATEMENTS Name ________________________________________________________________ Office Seeking _________________________________________________________ Directions: Serving as a successful FBLA-PBL state officer is a unique commitment that requires a strong partnership between the officer, the adviser, and school officials. This form is to be completed and signed by each party. Applicant If elected to serve FBLA-PBL as a member of the State Officer Team I agree to: Place an “x” in each box and sign Remain committed to my education and family obligations Make FBLA-PBL state service my top priority after my education and family responsibilities Follow the FBLA-PBL Handbook rules, guidelines, and responsibilities Cooperate with my school, adviser, local chapter, state chapter, and national association throughout the year Attend all required meetings, activities, and events Perform all assigned officer responsibilities Keep my school administration, local adviser, and state adviser informed of all activities Maintain the highest degree of personal honor, integrity, and ethics Signature _____________________________________________________________ Chapter Adviser If _____________________________ is elected to FBLA-PBL state office, I agree to: Place an “x” in each box and sign Support this officer if he/she is elected Ensure that all school policies regarding travel and absences are communicated to the State Adviser and that they are followed Ensure that school officials are appropriately informed of officer activities Assist the officer in making appropriate travel arrangements Monitor the officer’s academic program and communicate potential challenges to the State Adviser Assist the officer with the successful performance of his/her duties and responsibilities Communicate with FBLA-PBL State Adviser regarding any officer performance issues Signature ___________________________________________________________ School Administrator (required for all FBLA candidates and if applicant is under the age of 18) If _____________________________ is elected to FBLA-PBL state office, I agree to: Place an “x” in each box and sign Support this officer if he/she is elected Support the adviser’s role throughout the year and attendance at required events Enable the officer to attend events required of a state officer The State Office does not provide for funding for local advisers to accompany state officers on their official assignments. Only state officer expenses are funded. Signature ______________________ Title/Position___________________________ 26 CERTIFICATION FORM Certification by State Officer Applicant and Parent/Guardian (where applicable) I agree to adhere to the State Office Candidate rules and regulations outlined in the Candidate Guide and Florida FBLA-PBL Bylaws. I have read and fully understand the State Leadership Conference "Delegate Conduct Practices and Procedures" and "Dress Code" and agree to comply with these conduct guidelines. In addition, I have read Articles IV & V of the FBLA Section of the Official State Handbook and understand what is expected of an FBLA State Officer. I am aware of the guidelines established for managing a campaign. Furthermore, I am aware of the consequences that will result from violation of any of the Conference guidelines. The information presented in this application is true and my own work. Applicant Signature __________________________________ Date _________________ As the parent/guardian to _________________________________________, I agree to support his/her candidacy and, if elected, term as an FBLA-PBL state officer. Parent Signature __________________________________ Date _________________ Certification by Local Chapter Adviser (required) The credentials for __________________________________________ are included in this application. The applicant meets the qualifications for the office indicated. If elected, he/she will receive the full support of the school, chapter, and adviser in the execution of the duties of this office. Adviser Signature __________________________________ Date _________________ Certification by School Administrator (required) To the best of my knowledge, ________________________________________ meets the qualifications for the office sought. We endorse and support his/her application and will support him/her in the execution of the duties required of a state officer. School Administrator's Signature ________________________ Date _________________ Title/Position _______________________________________ FBLA CANDIDATES MUST ATTACH A COPY OF THE SCHOOL'S CHAPERONAGE POLICY. This form must be RECEIVED first class rate of mail by the date specified in the State Leadership Conference Registration Packet to: Florida FBLA-PBL, P. O. Box 1106, Zephyrhills, FL 335391106. 27 FLORIDA PBL STATE OFFICERS 2016-17 AGREEMENT I, ___________________________________________ if elected to the office of 2016-17 state ___________________________, agree to all of the following state officer duties and responsibilities. I acknowledge that failure to fulfill these specific items will result in removal from office. SECTION ONE I will follow the State Officer Code of Conduct as it appears in the Florida FBLA-PBL State Handbook which reads: State officers of Florida FBLA and PBL shall: *at all times show respect for the rights of others; *speak moderately, behave conservatively and avoid undesirable language; *keep personal opinions separate from FBLA-PBL policies and goals; *be at appointed places on time; *observe all rules and regulations of meetings and conferences; *set an example for others in conduct, dress, and professional behavior; *take pride in what they and the organization are doing; *abide by the FBLA-PBL code of ethics as it appears in the Florida FBLA-PBL Handbook, and *follow the delegate code of conduct (below) at all official functions. State officers of Florida FBLA and PBL shall not: *campaign for any state or national officer candidates at the State Leadership Conference; *use profanity or obscene and abusive language or gestures in the presence of fellow members or advisers; *participate in or encourage any activity that is disruptive to the general peace and welfare of the organization; *discriminate against any other member, adviser, volunteer, or any other persons involved with the organization; or *participate in a walkout, sit-in, strike, or other action which is disruptive to the functioning of the organization. Delegate Code of Conduct The following code of conduct is required of all members attending any conferences, workshops, camps, etc., sponsored by the organization *Be prompt and prepared for all activities. Be financially prepared for all possibilities. *Keep advisers informed of activities and whereabouts at all times. *Spend nights in the assigned room. *Attend all general sessions and activities for which they are registered and be on time for said events. *Wear identification badges at all times. *Leave the conference site only with the permission of the chapter adviser. *Members under the age of 18 will not drive to any state sponsored function. *Respect all public and private property of the conference site. *Observe the proper dress code at all times. *Students will not entertain members of the opposite sex in their room; nor shall they go into a room of a member of the opposite sex without leaving the door open and having the permission of the chapter adviser. *Alcoholic beverages and narcotics in any form are prohibited. *Visitors are not permitted to attend the conference or visit attendees while at the conference. *Dates shall be admitted to authorized activities only and permitted only between delegates. 28 SECTION TWO I will participate/attend all of the following conference/meetings unless excused by the State Adviser team prior to the conference/meeting. Dates are tentative and subject to change. State Officer Training Pre-NLC Fall or Spring Activity Day (President) FBTEA Conference Florida Fall Conference (President) Board of Directors Tallahassee Trip State Leadership Conference May May October or February TBA October or November January February March or April Officers must be aware that the state organization will pay a limited amount for travel, food, and lodging for these activities. The following is the State Officer Reimbursement adopted by the Board: State Leadership Conference All officers will be provided with complimentary registration. All hotel room expenses will be provided. Officers will be reimbursed for any meal that is not provided. Meals will be reimbursed as follows: $6 for breakfast, $11 for lunch, $19 for dinner. The state will reimburse for gas if receipts are provided. Fall Leadership Conference All officers will be provided with complimentary registration. All hotel room expenses will be provided. Officers will be reimbursed for any meal that is not provided. Meals will be reimbursed as follows: $6 for breakfast, $11 for lunch, $19 for dinner. The state will reimburse for gas if receipts are provided. National Leadership Conference The state presidents will be allocated $200 each. All other officers who can attend will be reimbursed for early conference registration. National Fall Leadership Conference The state presidents will be allocated $200 each. Clothing Upon providing receipts each officer will be reimbursed up to $200 to use toward the purchase of a “uniform.” ____________________________________________________ Candidate Signature ____________ Date ____________________________________________________ Adviser Signature ____________ Date This form must be included with the officer application form and RECEIVED by the date specified in the SLC registration packet! Any questions or concerns regarding these guidelines should be addressed before the campaigning and elections take place. 29