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Resources for Unit Presidents
 2017 - 2018 First Council PTSA Meeting
         Monday, September 11, 2017- 9:00 AM
         All 2017-2018 PTA/PTSA Presidents should attend.  
             If you cannot attend please, send your EVP or other PTA Board representative
         CUSD Education Center - 33122 Valle Road - San Juan Capistrano
        Items needed for this meeting will appear on the Home page 
 
 Unit Association Meetings
         Please submit your 2017-2018 Association Meeting dates and times to:
         Kathy Westling for inclusion on the Council website by family.
          You only need to send the Association (General) Meeting dates and times,
         not the Executive Board meetings. 
 
 Unit Websites
        Check on the List of CUCPTSA Units that your website link is up to date.  
          If it is incorrect or you have a new domain, please send the information to 
          Kathy Westling so it can be corrected.
 
 Planning for the New School Year 
         *  CUSD Approved School Calendar - 2017-2018 approved 6/23/17
         *  PTA Leadership Transitions
         *  Good Transitions  
         *  If not already completed, report your 2017-2018 Officers through PTA EZ - Click here
         *  Summer Activities for Incoming Presidents- Updated for 2017-2018
         *  As Easy as 1-2-3 - Planning for the New Year  
         *  3 to 1 Rule of PTA Programs 
 
 Training Workshops
         Capistrano Unified Council Training 
 
          Parliamentarian/By Law Updates Training
             Date TBD
              CUSD Education Center - 33122 Valle Road - San Juan Capistrano
 
           Fourth District PTA
              Spring Training for incoming officers and charis
              Saturday , June 3, 2017 
              Click here for Fourth District site
 
General Information
          California State PTA Insurance   
          Council Calendar of Meetings
          PTA Advocacy
          PTA Forms
          PTA Parliamentarian
          PTA Historian
          Communications
          CUSD Volunteer Policy 
 
 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
 
 Financial Resources
          Check Request Form for Council Funds
          Annual PTA Audit
          Audit Checklist
          Annual Financial Report 
          Cash Verification (Council Deposits) 
          Cash Verification (Unit Deposits)
          Fiduciary Responsibility and Agreement              
              Use is required for all funds submitted to the CUSD Gift Account
          Payment Authorization Form - Units
          PTA Financial Flow Chart
          Request for Advance Form
          
          Filing PTA Tax Returns 
           Unit PTA 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.
           Contact CUCPTSA Treasurer if you have questions.
 
 Reflections Program Planning
         Reflections   
Fillable Student Entry Form - Spanish 
 
  Training Handouts
          What is a Parliamentarian? - 2010
          Parliamentarian Training - 2010
          PTA Secretary Training Packet - 2009
          PTA Secretary Workshop - 2009
          Communications and Your PTA - 2009
          Financial Matters Training Packet - 2008       
          Nominating Committee Instructions - 2009
          Nominating Committee Dos and Donts - 2009     
          Elections Script - English
          Elections Script - Spanish
 
 CUSD Information (when using the CUSD Links click ß to return to the website)
         CUSD Volunteer information 
 
         CUSD Purchasing Guidelines for Outside Organizations (including PTA) - Updated October 2009     
        
         CUSD Consultant Information
               Conflict of Interest Information
               Certificate of Liability
 
          CUSD Graphic Arts Print Shop Price List
          CUSD Graphic Arts Print Request 
 
          Gifts to Schools
               Fiduciary Agreement (required)
 

 Guidelines from Fourth District

       Council Meetings: Members and Guests

       PTA History & Advocacy - PTA Elections

       PTA and Labor Negotiations



   
 

      
Capistrano Unified Council PTSA
PO Box 2183
Mission Viejo, CA  92690  
Ellen Gravitt - 2016-2017 President
Contact CUCPTSA
4th District PTA - California State PTA - National PTA
© Copyright 2016-2017 Capistrano Unified Council PTSA