Resources and Forms - Palomar Council PTA

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BECOME A PTA MEMBER

Resources and Forms

Awards

Honorary Service Award Brochure
Honorary Service Award Nomination Form - Fillable

Financial Reviewer

Fiduciary Responsibility
Financial Review - A Q&A Guide
Financial Review Documents: Report (Fillable PDF)
Checklist (Fillable PDF)
Recommendations Page (Word)
Financial Red Flags
Five-Minute Financial Review for PTAs
How to Complete a Financial Review
Information needed from the Treasurer and Secretary for Financial Review
Keys to a Successful Financial Review
Records Retention Schedule

General

Governance Standards
Sample Memorandum of Understanding Between PTA and Foundation

Historian

Unit Annual Historian Report Form - Complete the Unit Annual Historian Report Form and email it to Council Historian (historian@palomarcouncil.com). Important: Do not snail-mail report, and PTAEZ is not designed for uploading this report.

Insurance

CAPTA Insurance Info
PTA Insurance Quick Reference Guide
CAPTA Insurance Webinar

Leadership

PTA Leaders Website (login required)
President's Annual Checklist
Be a Good President from the Start
Conflict/Whistleblower Form
Email Etiquette & Tips
Fraudulent Emails
Leadership Basics & Conflict Resolution
Unit President Ready, Set, GO Training
Unit President Beyond the Basics Training
Unit Procedure Book Sample
Welcome to the Executive Board Sample Letter
What Every President Should Know
Why PTA Presentation for Leaders
Why PTA Flyer for Parents

Legislative Advocacy

CAPTA: Advocacy for Children & Families
National PTA Advocacy Take Action
Social Media Sources & PTA Advocacy
What is a PTA Resolution?

Membership

Learn More About Totem
How National PTA Supports Your School
How to Print Your Unit's Membership QR Code
General Totem QR Code
Membership Marketing Plan
Membership Campaign Toolkit

Future Fund

Future Fund Training Video (Jan 2026)

Parliamentarian - Bylaws

Fillable Bylaws Template (2024)

Parliamentarian - Elections

Election Checklist
Election Process
Election Script to Fill Vacancies
Ideas for Filling Board Vacancies
More Strategies for Filling Boards

Parliamentarian - General

Basic Principles of Parliamentary Law
Parliamentary "Questions from the Field"

Parliamentarian - Nominating Committee

Interest Finder - Palomar Council Board
Nomination Form - Palomar Council Board
Nominating Committee Info
Nominating Committee Election Script
Nominating Committee Checklist
Nominating Committee - What's Next?
Nominating Committee Q & A
Board Candidate Sample Interview Questions
Board Candidate Checklist
Report of the Nominating Committee (Fillable)

Resource Documents

CAPTA Toolkit
PTA Store
PUSD Facilitron Tutorial
PUSD PUBS Info

Secretary - Resources

Secretary Job Description

Treasurer - Forms

CAPTA Finance Forms
Unit Remittance Form- Used for Units to Remit payments to Palomar Council PDF | Excel
Workers Comp Information

Treasurer - Resources

Accounting Guide for Totem Transactions
Financial Management Checklist
IRS Form 990-N Electronic Filing Information

Visual and Performing Arts

Create CA Website
Equity in Arts Learning
Guide to Visual & Performing Arts in CA Public Schools

Volunteers

Building Up Your Volunteer Base
Sample Room Parent/Volunteer Packet
Family Engagement in Schools
Ideas for Filling Vacancies on Your PTA Board
Strategies for Filling Boards
Volunteer Burnout Training

Year-End Turnover

Procedure Book
Incoming PTA Board Info
Beginning of the Year Checklist

Palomar Council PTA

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