(619) 297-7821 info@sdcouncilpta.org

Leadership Resources

Looking for resources? You’ve come to the right place! Access tools, training information, and PTA forms on this page. If you have questions or cannot find what you are looking for, please contact us – we’re here to help!

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Executive Board Checklist

A Checklist is always helpful in completing the tasks for the year. Track your progress and check each off as you complete them. The business of the board is everyone’s business.

Executive Board Checklist (PDF)

Lista de Verificación de la Mesa Directiva (PDF)

Has Your PTA Completed These Tasks?

New Exec Board Roster:
If we at Council PTA have not already received the Executive Board Roster for your unit this new fiscal year, then the new president should send in the roster. We require a complete board roster, but the most important names and addresses that the council needs to keep on file are those of the President, Secretary and Treasurer. If at any time you have a change in your board roster, please contact us.

PTAEZ:
Even if your PTA has not purchased PTAEZ your board has access to two (2) features – Officer/Board Member Contact and Document Manager. With these two features you can maintain a current list of officers – who will then receive news via email from Council, District, State and National PTA and you can upload the documents that PTA requires to be on file for all PTAs.

Year end audit:
The fiscal year end for most PTAs is June 30 and the audit should be completed by the outgoing Unit Auditor. Audits should be completed as soon as possible during the summer months to allow for the incoming treasurer to get started with the most recent year’s records. When your audit is complete, please send a copy to us.

Annual Financial Report:
The Treasurer is responsible for completing the Annual Financial Report. This report is available in your PTA Toolkit. When your annual financial report is complete, please send a copy to us.

Check Signing Authority:
You must visit your bank during the summer to complete new bank authorization signature cards based on your incoming board. Check your Bylaws, Article VI Section 6 (f) to determine who can and cannot sign checks. You must have two signatures on all checks. You will need to bring a copy of your PTA/PTSA minutes where the signers are specified.

Budget:
During the summer months, the incoming president should plan to meet with the new treasurer and Budget Committee to develop a proposed budget for the year. When your budget is complete, please send a copy to us.

Unit PTA Website:
Update your PTA website with school year information.

We’re here to help!
If you have any questions regarding your school’s PTA, please do not hesitate to  CONTACT US.

California State PTA Online Toolkit

Learn more about CA State PTA Issues

Join the California State PTA Mailing List by visting the CA State PTA website to subscribe and get the information that matters most to you!

 

California State PTA Tools

Training Center

Access video tutorials and training to help you stay up to date with the latest PTA resources. Visit CAPTA’s Training Center to check out the video library.

Services

Take advantage of tools that will make running your PTA simpler. Learn about TOTEM, PTAEZ, tax filing, and much more on CAPTA’s Services page.

Need a specific form but can’t find it? Please contact us, we’re happy to help!

San Diego Unified Council of PTAs

2375 Congress Street
Bungalow 7
San Diego, CA 92110
Phone: (619) 297-7821
Fax: (619) 297-2152
email: info@sdcouncilpta.org

Office Hours:

Monday: 10:00 a.m. –  2:30 p.m.
Tuesday: 10 a.m. – 1 p.m.
Wednesday: 12 – 6 p.m.
Thursday: 1 p.m. – 3 p.m.
Friday: 9 a.m. - 11 a.m by appointment

We are staffed by volunteers please call before coming to check someone is in the office.

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