Eligibility:

  • Open to occupational therapists, occupational therapy assistants, or retired occupational therapists who are members of WOTA. 
  • The President-Elect and Vice-President must also be members of AOTA and have a minimum of two years of experience accrued from serving on WOTA Committees or the WOTA Executive Board and have at least two years of active practice or comparable qualifications. 
  • Other officers shall be voting members and have not less than one year of active practice or comparable qualifications. 
  • The Vice President, Secretary, Treasurer, must be bondable.
  • Available to attend meetings on the third Wednesday evening of the month via phone or computer.

Terms of Office:

  • Officers elected shall assume office July 1st.
  • The president shall be elected for a term of four years. The first of which shall be served as President-Elect; two years as President and one year as past President.
  • The remaining open positions have a term of one year.

OFFICERS – Duties

President

  1. Shall be the chief executive officer of WOTA, and shall preside at all regular, annual, special meetings of the association and Executive Board Meetings.
  2. Shall appoint committee chairs for all standing committees, except the student committees, and committees chaired by Member-at-large 1, 2, and 3, which are elected positions.
  3. Shall appoint a task force yearly to review and revise as needed the policies and procedures, and present changes to the Executive Board for a vote.
  4. Shall be ex-officio member of all committees, except the nominations committee.
  5. May create ad hoc committees and appoint chairs for such committees.
  6. Shall have power to sign all written obligations of WOTA, and shall exercise general supervision and active management of WOTA under the approval of the Board.
  7. Shall approve all expenditures of the Treasurer.
  8. Shall serve as WOTA Executive Board liaison to WOTA’s executive director.
  9. Shall serve as WOTA Executive Board liaison to WOTA’s lobbyist.
  10. Shall prepare and present the annual report to the membership. 
  11. Shall meet and submit all requirements to AOTA.
  12. Shall serve on the AOTA Affiliated State Association Presidents (ASAP).
  13. Shall serve as a voting member of the Executive Board.
  14. Shall perform other duties as assigned by the Executive Board.

President-Elect

  1. Shall prepare for the duties of the president by becoming familiar with the duties of all officers of the Association and with the activities of all committees of the Association.
  2. Shall attend regular, annual, special and Executive Board Meetings.
  3. Shall serve on one or more committees selected by the President, with concurrence of the Board.
  4. Shall submit an annual report to the President.
  5. Shall serve as a voting member of the Executive Board.
  6. Shall perform all duties as may be assigned by the President or by the Executive Board.
  7. Shall be responsible for planning and coordinating the WOTA Annual Planning Meeting.

Past-President

  1. Shall attend regular, annual, special and Executive Board Meetings.
  2. Shall serve as a voting member of the Executive Board.
  3. Shall serve as a member on one or more committees as selected by the President with concurrence of the Executive Board.
  4. Shall plan orientation for newly elected members of the Executive Board.
  5. Shall submit an annual report to the President.
  6. Shall perform all duties as may be assigned by the President or by the Executive Board.

Vice President

  1. Shall discharge presidential duties in the absence of the President.
  2. In the event of a vacancy in the office of the president, the Vice President shall succeed to the presidency for the unexpired portion of the President’s term.
  3. Shall serve as a voting member of the Executive Board.
  4. Shall attend regular, annual, special and Executive Board Meetings.
  5. Shall assume duties as delegated by the President or by the Executive Board. 
  6. Shall oversee procurement and management of sponsorship for WOTA. 
  7. Shall facilitate the realization of WOTA’s Strategic Plan.

Secretary

  1. Shall be responsible for the minutes and member attendance of the meetings of WOTA and the Executive Board.
  2. Shall be responsible for maintaining a permanent file of all official WOTA documents.
  3. Shall maintain a current copy of WOTA bylaws and forward revisions to the Committee of State Association Presidents of the AOTA Executive Board.
  4. Shall maintain a current copy of the WOTA Standard Operating Procedures (SOP) and record changes as instructed by the Executive Board.
  5. Shall be responsible to maintain electronic copies of Policies and Procedures as established by the Executive Board.
  6. Within thirty days after the election of officers, or at the time of any change in officers, Board members, or designated chairs and liaisons, send to AOTA notice of these changes.
  7. Shall serve as a voting member on the Executive Board.
  8. Shall act as President-pro-tem until an election can be held should the offices of President and Vice President become vacant at the same time.
  9. Shall act as President-pro-tem in the absence of the President and Vice President.
  10. Shall facilitate and oversee newsletter content. 
  11. Shall oversee WOTA website and social media management.
  12. Shall perform all duties as may be assigned by the President or by the Executive Board.
  13. Shall attend regular, annual, special and Executive Board Meetings.

Treasurer

  1. Shall oversee collection of all dues, fees, and other monies paid into or belonging to WOTA.
  2. Shall oversee disbursement of funds and payment of all WOTA bills.
  3. Shall be responsible for full and accurate account of all receipts and disbursements of WOTA. The Executive Board must approve any non-budgeted amount.
  4. Shall assist the audit committee with an audit of the records.
  5. Shall report at the annual meeting, and submit to the Executive Board, at intervals determined by the Board, a written statement of financial status of WOTA.
  6. Shall assist the budget committee in preparing and presenting the next year’s proposed budget.
  7. Shall ensure the preparation and accuracy of the required state and federal financial documents.
  8. Shall be a voting member of the Executive Board, and serve on any committee concerned with WOTA finances.
  9. Shall perform other duties as delegated by the President of by the Executive Board.
  10. Shall attend regular, annual, special and Executive Board Meetings.

CHAIRS – Duties

Nominations and Awards Chair

  1. Shall serve as a voting member of the Board.
  2. Shall serve as chair of the nominations and awards committee, and select at least two WOTA members to serve on the committee.
  3. Shall prepare and send to the membership a dual slate, whenever possible, of candidates for each elected position to be filled.
  4. If the Representative is to be elected, a dual slate shall be prepared and sent to AOTA according to AOTA bylaws, policy and procedures.
  5. Shall organize and implement all WOTA awards.
  6. Shall serve for a term of one year.
  7. Shall be elected by individual vote of the members by ballot.

WOTA Executive Board Positions

  1. Shall serve as a voting member of the Board.
  2. Shall serve as chair of the budget and audit committee which shall include the treasurer and least two WOTA members to serve on the committee.
  3. Shall prepare a proposed budget for the coming year and submit it, in a timely manner, to a vote of WOTA Executive Board for approval. Executive Board quorum shall validate the vote and a majority shall rule.
  4. Shall be responsible for monitoring the fiscal viability of WOTA and advise the Board of pertinent findings.
  5. Shall monitor procedures pertinent to fundraising.
  6. Shall examine the treasurer’s records to be sure that all money received has been accounted for, that there are receipts for all disbursements, and that expenditures were authorized with necessary signatures. 
  7. Shall examine bank statements for a balance between the bank and treasurer’s records. 
  8. Shall perform this audit no less than bi-yearly and submit a written report to the board, and again after the books are closed for the year, to be sure the records are kept up-to-date and are correct. 
  9. Shall serve as liaison with a qualified auditor to examine the books at the request of the committee and/or discretion of the Board. 
  10. Shall serve for a term of one year.
  11. Shall be elected by individual vote of the members by ballot.

Legislative Chair

  1. Shall serve as a voting member of WOTA Executive Board. 
  2. Shall serve as chair of the Legislative Committee.
  3. Shall work closely with WOTA’s lobbyist to identify, develop, and implement WOTA’s legislative priorities.
  4. Shall serve for a term of one year.
  5. Shall be elected by individual vote of the members by ballot.

Membership Chair

  1. Shall serve as voting member of WOTA Executive Board. 
  2. Shall serve as chair of the Membership Committee
  3. Shall serve as WOTA student representative liaison to the Executive Board. 
  4. Shall serve for a term of one year. 
  5. Shall be elected by individual vote of the members by ballot.