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Resources for Unit Presidents
 Fourth District Fall Trainng 
          Dates and Location to be announced

 Planning for the New School Year
      Fourth District PTA Workshops
              Monday, September 27, 2010
              Morning - 8:30 AM - 12:15 PM
              Evening - 5:45 PM - 9:15 PM
              National University - 3390 Harbor - Costa Mesa
              Registratione deadlin is September 20!

          Summer Activities for Incoming Presidents Updated for 2010/2011
          As Easy as 1-2-3 - Planning for the New Year  
          3 to 1 Rule of PTA Programs
 
 
 Forms for your Unit
          Visit the PTA Forms Page for a wide range of forms and information sheets related to the forms
 
 Fall Activities and Planning
          Membership
               2009-2010 Dues Remittance Form
               CUCPTSA Membership Tips  
 
 Financial Resources
          Items to Consider for the PTA Budget  (updated for 2009)
         Fiduciary Responsibility and Agreement

               Use is required for all funds submitted to the CUSD Gift Account
          PTA Financial Flow Chart
          PTA Taxes - Unit taxes are due on November 15
          Annual Financial Report
          Annual PTA Audit
          Request for Advance Form
          Filing PTA Tax Returns 
           Unit PTA 2009 - 2010 Taxes are DUE on November 15. 
                Units will be charged a penalty fee if they are late.
           File an Extension before Nov 15 if taxes will not be completed in time.
           Use Form 8868 found at www.irs.gov.  Click here for a direct link to the form.
           Contact CUCPTSA Treasurer Kathy Fischer if you have questions.
 
 Reflections Program Planning
         Reflections
               2010 - 2011 Relections Packet
               2010 - 2011 Reflections Check List
 
  Training Handouts
          PTA Secretary Training Packet - 2009
          PTA Secretary Workshop - 2009
          Communications and Your PTA - 2009
          Financial Matters Training Packet - 2008
          Parliamentarian Training - 2009
          Nominating Committee Instructions - 2009
          Nominating Committee Dos and Donts - 2009
          Bylaws Highlights - 2009 
          Navigating the Vendor Process
          Elections Script - English
          Elections Script - Spanish
 
 Fall Activities and Planning
          Membership
               2009-2010 Dues Remittance Form
               CUCPTSA Membership Tips         
              
 
 CUSD Information (when using the CUSD Links click ß to return to the website)
         CUSD Volunteer information (Updated BP 1240B)
 
         CUSD Purchasing Guidelines for Outside Organizations (including PTA) - Updated October 2009     
               Consultant Agreement Purchase Requisition
                    Consultant must either be on the qualified CUSD Consultants or a
                    Consultant Qualification Questionaire must be submitted along with the PR 
               CUSD Consultants and qualification status for use by PTA
               Consultant Qualification Questionnaire - use to submit a vendor for CUSD qualification 
 
          CUSD Graphic Arts Print Shop Price List
 
          Gifts to Schools - - - Fiduciary Agreement (required)
 
          Media Contacts as of July 3, 2009
 
 General Information
          Council Calendar of Meetings
          PTA Advocacy
          PTA Forms
          PTA Parliamentarian
          PTA Historian 
          Communications  
 
 Guidelines from Fourth District
       Building Leadership Handout - Fourth District PTA - January 2008


   
 

      
Capistrano Unified Council PTSA
PO Box 2183
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