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    • 2020 Ninth District Founders Day Event
    • January 2020 - PTA Legislative Conference Sacramento
    • Dec 2019 - Refections Art Gallery
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  • Resources and Forms
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
  • 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


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
  • Find out more here about LCAP
  • Sign Up for National PTA "Take Action" Legislative Alerts
  • Social Media & PTA Advocacy
  • What is a Resolution?


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
  • Unit Bylaws Fillable PDF 2024
  • Bylaws Submittal Form 2023 (fillable)
  • How to Update Your Unit Bylaws 2024
  • E-Bylaws, How To Guide
  • Palomar Council Bylaws Training Video - Nov 2021


Parliamentarian - Elections





  • Election Checklist
  • Election Process
  • Election Script for Vacancies
  • Ideas for Filling Board Vacancies
  • Strategies for Filling Boards


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
  • Board Candidate Interview Questions
  • Board Candidate Checklist
  • Nominating Ballot - Palomar Council
  • Nominating Committee Election Script
  • Report of the Nominating Committee (fillable)


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
  • Volunteer 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!




Palomar Council PTA



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