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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 Entry Presentation and Submission Requirements
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
CUSD Consultant Information
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
Priocedure for use of CUSD Print and Mail Services
CUSD Graphic Arts Print Shop
Price List
Gifts to Schools
- - -
Fiduciary Agreement
(required)
Media Contacts
as of July 3, 2009
General Information
Introduction to the PTA Organization
Council Calendar of Meetings
PTA Awards - State and National
PTA Advocacy
PTA Forms
PTA Parliamentarian
PTA Historian
California State PTA Job Descriptions
Communications
Guidelines from Fourth District
Council Meetings: Members and Guests
PTA History & Advocacy - PTA Elections
PTA and Labor Negotiations
Building Leadership Handout
- Fourth District PTA - January 2008
Capistrano Unified Council PTSA
PO Box 2183
Mission Viejo, CA 92690
Contact
CUCPTSA
4th District PTA
-
California State PTA
-
National PTA
©
Copyright 2010-2011 Capistrano Unified Council PTSA