Resources and Forms

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Resources and Forms

BECOME A PTA MEMBER

Advocacy

Social Media & PTA Advocacy
What is a Resolution?

Awards

Honorary Service Award Nomination Form

Financial Reviewer

Fiduciary Responsibility
Financial Review Guidance Doc
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 do a Financial Review
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
PTA Movie Licensing 101
Sample Memorandum of Understanding Between PTA and Foundation
School Assembly Review Form

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 Webpage
AIM CAPTA Insurance Guide
PTA Insurance Quick Reference Guide
Insurance FAQs
Application for Optional Coverage
CAPTA Incident Report Form
Hold Harmless Agreement
CAPTA Insurance Webinar

Job Descriptions

PTA Job Descriptions

Leadership

Annual Checklist
Be a Good President from the Start
Conflict/Whistleblower Form
Email Etiquette
Gone Phishing
How to Run a Meeting
Leadership Basics and Conflict Resolution
Leadership Styles
Monthly Board Report Template
Palomar Council Training Presentation - August 7, 2018
President Class: Beyond the Basics
Procedure Book Sample
Sample Agenda and Phrases to Use
Welcome to the PTA Executive Board (Draft in Word)
What Every President Should Know
Why PTA? - For Leaders
For Parents
Why PTA? - November 2019 Presentation

Legislative Advocacy

CAPTA Advocacy for Children and Families Information
Sign Up for National PTA "Take Action" Legislative Alerts

LCAP

PUSD Budget and LCAP Presentation
Find out more here about LCAP

Membership

Electronic Membership System
eMembership System FAQs
How National PTA Supports Your School
How to Print Quick Response (QR) Code Printable Poster
Local PTA Membership Marketing Plan Template
Membership - Quick Reference Guide
Membership Toolkit for your Child
Totem - A Membership Management Platform
Quick Response (QR) Code File .jpg .pdf

MyPTEZ

MyPTEZ Board Roster Dos and Don'ts
MyPTEZ How-To Guide
MyPTEZ Security Encryption Documentation

Parliamentarian - Bylaws

Bylaws Information Summary Doc
PTA Bylaws Review: 4 Key Steps
Instructions for Completing Bylaws
Unit Bylaws Worksheet for E-Bylaws
Bylaws Submittal Form
Bylaws, Essential Role in Unit PTA
Palomar Council Bylaws Training Video - Nov 2021

Parliamentarian - Elections

Election Checklist
Election Process
Elections - CAPTA Online Toolkit
Election Script for Vacancies

Parliamentarian - General

Basic Principles of Parliamentarian Law
Questions from the Field

Parliamentarian - Nominating Committee

Interest Finder Form - Palomar Council
The Nominating Committee
Nominating Committee Checklist
Nominating Committee - What's Next
Nominating Questions and Answers
Contacting Nominees
Board Candidate Interview Questions
Board Candidate Checklist
Nominating Ballot - Palomar Council
Nominating Committee Election Script

Resource Documents

PTA Grants and Scholarships 2018-2019
PTA Toolkit
PTA Store
PUSD Facilitron Facilities Request - Tutorial
PUSD Publications Department - PUBS Printing Services

Secretary - Resources

Sample Agenda and Phrases to Use
Secretary Job Description - Including how to take meeting minutes.

Treasurer - Forms

Annual Registration Renewal Fee Report - Form RRF-1
Annual Treasurer's Report - Form CT-TR-1
Cash Verification Form
Fiduciary Agreement - Use this when a PTA donates cash directly to a school.
PTA Financial Forms on CAPTA Website
Request for Reimbursement/Payment - Used to request a check from the Palomar Council.
Unit Remittance Form- Used for Units to Remit payments to Palomar Council (Excel)
(.pdf)
Workers' Comp Annual Payroll Report Submittal Process

Treasurer - Resources

Accounting Guide for Totem Transactions
Financial Management Checklist
Gone Phishing
IRS Form 990-N Electronic Filing Information
Tax Filing: What Do We Need to File?

Visual and Performing Arts

Equity in Arts Learning
Parent's Guide to Visual and Performing Arts in CA Public Schools
Webinar - Arts Education in the New Normal Oct 2020

Volunteers

Building Up Your Volunteer Base
Example Volunteer Packet/Handout
Family Engagement in School Matters!
Ideas for Filling Vacancies on Your Board
Strategies for Filling Boards
V olunteer Burnout

Year-End Turnover

Procedure Book Turnover Toolkit
Incoming PTA Board Toolkit
PTA Board Turnover Tips
PTA End of Year Annual Checklist - Roadmap to Success
PTA Beginning of Year Checklist - Start Your Year Off Right!

Resources and Forms

Advocacy

Awards

Financial Reviewer

General

Historian

Insurance

Job Descriptions

Leadership

Legislative Advocacy

LCAP

Membership

MyPTEZ

Parliamentarian - Bylaws

Parliamentarian - Elections

Parliamentarian - General

Parliamentarian - Nominating Committee

Resource Documents

Secretary - Resources

Treasurer - Forms

Treasurer - Resources

Visual and Performing Arts

Volunteers

Year-End Turnover

Palomar Council PTA

Copyright 2023All rights reserved.

Copyright 2023
All rights reserved.