Auditor Forms and Information

Grants and Scholarships

Financial Red Flags

Toolkit Forms for various awards and honors.

Fiduciary Responsibility

Graduating High School Senior Scholarship - California PTA Scholarship

Five-Minute Audit for PTAs

Continuing Ed. Scholarship for Credentialed Teachers & Counselors

Tax Filing Requirements

Continuing Ed. Scholarship For PTA Volunteers

Records Retention Schedule

Continuing Ed. Scholarship For School Nurses

InService Documents from November 2010

Grant Application for Cultural Arts, Outreach Translation & Parent Education

Key Points and Notes from Inservice 2010

Hearst Family-School Partnership Award

How to Audit

9th District Newsletter Award

Auditor Job Description

9th District Program Book Award

Keys to a Successful Audit

9th District Website Award

Audit Checklist

PTA Grant Opportunities

National PTA Art Grant

Ninth District Grant and Application Due 11/17/11 (NEW)

General Forms and Documents

Treasurer Forms

Worker's Compensation Form

Fiduciary Agreement - Use this when a PTA donates cash directly to a school.

Monthly Council Board/Chair Member Report - Council Board and Chair Members use this to report activity to our Council President.

Report Word 2007 Version
Report Word 97/2003 Version

Unit Remittance Form - Used when units write checks to Palomar Council. You need Microsoft Excel for this form.

Monthly Unit President Report - Unit Presidents use this to report activity to our Council President.

Report Word 2007 Version            Report PDF Version
Report Word 97/2003 Version

Request for Reimbursement Form - Used to request a check from the Palomar Council. You need Microsoft Excel for this form.

Governance Standards - This is a word document that can be modified by the local units, so they can adopt the Governance Standards

Gifts to School Letter Template - Units prepare this letter each year and send to PUSD. Please also send to Council Treasurer.

San Diego Union Tribune Shoe Fund
Shoe Fund Information and Form

PTA Financial Forms on CAPTA website

Honorary Service Award Nomination Form

School Assembly Review Form

Leadership

Tax Filing Updates

Leadership Basics and Conflict Resolution

Leadership Styles

Role-Play: Sticky Situations

Parliamentarian

Basic Principals of Parliamentary Law (NEW)

Electronic Bylaws -  A Quick Look (NEW)

Resource Documents and Information

Bylaws, Essential Role in Unit PTA (NEW)

PTA Toolkit

Unit Bylaws Summary (NEW)

PTA Store

Bylaw Review Report - Form for submitting reviewed by-laws.

Chartering a PTA - Document detailing how to start a new unit.

Nominating Committee Election Script

President

IRS Regulations for Disaster Relief - 28 pages of info. About contributing to an exempt organization (PTA is a tax exempt organization).

President Inservice Document (NEW)

Handling Relief Requests

President Class: Beyond the Basics (NEW)

Mock Testing Guidelines for High School PTSAs

Reflections

Family Disaster Plan Checklist

Planning Tools

Volunteers

Forms for Entries
Spanish Entry Form and Spanish Consent Form

Building Up Your Volunteer Base (NEW)

Reflections At A Glance (summary of requirements) 2011-2012

Volunteer Burnout  (NEW)