The PFSO Board Handbook has completed its Board review period and is scheduled for consideration for adoption by the Executive Board at the January 13, 2025 meeting. The Handbook is an operational reference intended to support Board members in understanding roles, responsibilities, and procedures. Adoption of the Handbook does not amend the bylaws and does not require membership approval.

The Handbook is also intended to serve as a reference for prospective Board members during the 2026–27 nominating cycle.

Handbook Editions Scheduled for Board Consideration

Two editions have been prepared:

2025 Edition (v2025.6)
 Intended to take effect immediately upon adoption in January 2025.
 Link: https://drive.google.com/file/d/1XkfU0YwWDOf5YODottjRrvRS9oIlFKMV/view?usp=sharing

2026 Edition (v2026.5)
 Aligned with the proposed 2026 bylaws; intended to take effect July 1, 2026.
 Link: https://drive.google.com/file/d/1WOm1-87AScP6xZM7kYdMWENQdvdcpe-w/view?usp=sharing

Change Log
A consolidated change log summarizing revisions made during the Board review period is available below. The change log is provided for transparency and reference and does not represent ongoing edits to the Handbook.
Link: https://drive.google.com/file/d/1b5HhWMpfHxCi_pGVmWhI4ONhk9BtYnLX/view?usp=sharing

Board members may review either or both versions.
 If reviewing only one, the 2026 Edition is the priority, as it will be used by the Nominating Committee to inform prospective candidates for the 2026–27 Board.

Relationship to the Bylaws Modernization Project

These Handbook editions were designed to reflect the structure and expectations outlined in the proposed bylaws updates. Board members wishing to compare the Handbook with the bylaws drafts may reference them here:

PFSO Bylaws Modernization Materials
 https://www.foothilltechpfso.org/compliance-transparency/pfso-bylaws-modernization/

The 2025.6 Handbook corresponds to the proposed 2025 bylaws, and the 2026.5 Handbook corresponds to the proposed 2026 bylaws.

Structure of the Handbook

The Handbook is intended as a practical reference tool. It includes:

  • Quick-reference resources for Board members
     • Annual calendar and operational expectations
     • Role descriptions for officers, representatives, and committee chairs
     • Finance and compliance requirements
     • Appendices containing all standard PFSO forms

Although the full document is extensive—approximately 118 pages including appendices—most Board members will only need to review the sections that apply directly to their responsibilities. Early in the Handbook, a navigation section identifies which parts are relevant to each role.

Frequently Asked Questions

Do I need to read the entire Handbook?

No. Board members are encouraged to read only the sections applicable to their role. The navigation guidance near the front of the Handbook identifies all relevant pages.

Which edition should I focus on?

The 2026 Edition (v2026.5) is the priority for review. It will directly support the 2026–27 nominating process.

May I comment on both editions?

Yes. If an issue appears in both versions, you may note that in your form submission or submit entries for each edition separately.

Can I compare the Handbook to the bylaws drafts?

Yes. The proposed bylaws for 2025 and 2026 are available on the PFSO website. Referencing the bylaws is optional but may help identify inconsistencies.

Can I submit feedback by email?

To ensure complete tracking, Board members should use the provided feedback form as the primary method.

Next Steps

  • The Executive Board will consider adoption of the PFSO Board Handbook at its January 13, 2025 meeting.

  • If adopted, the Handbook will be published as the organization’s official operational reference.

  • The Handbook may be updated periodically as practices evolve.