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For PTA Presidents Running Your PTA Timeline & To Do List Meetings Sample meeting agenda Meeting Cheat Sheet What Meetings Do You Attend? Election Script Documents What to Upload to SVPTA Upload Your PTA Docs What Docs Has My PTA Uploaded? Points Chart - coming soon Financials Financial Calendar - coming soon Pay Insurance How to Sign a Contract PTA Grants Unit Remittance Form How to Request IRS Letter of Determination Programs & Events Work closely with your principal and office administrator and you can start planning together. If you have any questions, please reach out to - programs@svpta.org Approval Process Insurance Coverage Fiduciary Agreement Approvals from SVUSD Board of Education Meetings Before/After School Vendor List CAPTA Approved Vendor List Forms Conflict of Interest Form Historian Report PTA Event Participation Waiver PTA Photo Release Request for Advanced Payment Form Sample Reimbursement Form SVPTA Unit Remittance Form Sample W9 Workers' Comp Online Form Helpful Links National PTA National PTA Blog California State PTA Fourth District PTA SVUSD Website MYPTEZ CAPTA Toolkit Need Help? Have a Question? Contact Catherine - president@svpta.com or Mindy - vp@svpta.org

Training Videos CAPTA Virtual Summer Leadership Academy President Videos: Part 1 & Part 2 Handouts: Part 1 & Part 2 Secretary Video Handout Treasurer Videos: Part 1 , Part 2 , & Part 3 Handouts: Part 1, Part 2 & Part 3 Parliamentarian Basics Video Handout Links for Parliamentarian Q & A PTA Super References Sheet Audits Video Handout Membership Basics Video Handout Legislation & Advocacy Video Handout 4th District Training Videos President Secretary General Financial Parliamentarian Auditor Membership Membresia (Spanish Membership) Reflections

Saddleback Valley PTA Council serves the schools in Saddleback Valley Unified School District. Our council represents 25 units and falls within the Fourth District PTA, California State PTA and National PTA.   Welcome! Saddleback Valley PTA Council serves the schools in Saddleback Valley Unified School District. Our council represents 24 units and falls within the Fourth District PTA, California State PTA and National PTA. Upcoming Events Latest News SVPTA Training Slides President & EVP Secretary Treasurer Parliamentarian Membership PTA at its heart is an advocacy organization. With ADVOCACY at the forefront of our organization, we have put together a list of resources supporting the importance of parent involvement in schools, as well as contact information to assist you in advocating for your child through local representatives, state representatives & various agencies. Read More Contact

Calendar Subscribe to this Calendar on your iPhone iCal 1. Copy this url: https://calendar.google.com/calendar/ical/c_a26bee5d1196538081d38742726f39b4a5f71d4b5f329d46f3af2b54658e0503%40group.calendar.google.com/public/basic.ics 2. Open the Calendar app 3. Click Calendars at the bottom & then Add Calendar 4. Select Add Subscription Calendar and paste url from above View in Google Docs

Reflections Gallery DANCE FILM MUSIC Adylin Harlan Ela Ozoguloz Emily Cary Emma Daly Hailey Neville Hannah Ferrell Kenley Ashimine Laci Chandler Lucy Pucillo Morgan Hall-Diaz Sanaa Iyer Aahan Jain Adella Mitchen Corbin Dalli Damian Dolnakov Dylan Fruzza Maleia Paladini Miles Nguyen Solana Cuenca Sophia Carroll Brooklyn Lightfoot Darren Okura Eleanor Aguirre Hanalei Santos Tevye Kopin

On February 6, 2025, the school board made the difficult decision to close San Joaquin Elementary at the end of this school year. As students prepare to move to new schools in the fall, we want to ensure they have a positive and memorable send-off. Help Us Support San Joaquin Elementary Students! On February 6, 2025, the school board made the difficult decision to close San Joaquin Elementary at the end of this school year. As students prepare to move to new schools in the fall, we want to ensure they have a positive and memorable send-off. SVPTA is raising funds to help provide a special end-of-year celebration for San Joaquin students and to purchase t-shirts from their new schools for all 220 students. These efforts will help ease their transition and give them a sense of community as they begin this next chapter. Please consider donating to show your support for these students during this time of change. Every contribution makes a difference!

SVPTA Council offers many programs to benefit our units. Please click on the individual tabs for further information. Step by Step Programs & Events Approval Process Some approvals can take up to 2 months. Please plan your events and programs with a realistic timeframe. 1 STEP 1 Check the AIM insurance guide to make sure the event or program is allowed. * Please NOTE that some items that are approved by AIM are not allowed on SVUSD school campuses - like bounce houses and petting zoos. Check with your school office manager if you have questions.* 2 STEP 2 Connect with your Principal to discuss and get approval for the event or program 3 STEP 3 Discuss at your executive board meeting and vote to recommend: event or program adding a line item to the budget, if needed any contracts to be signed ** Contracts should only be signed for events or programs taking place off campus or before or after school. All events or programs happening during school hours must be signed by SVUSD. ** 4 STEP 4 Once the event o r program h as been recommended for approval, at a general meeting vote to: approve event or program & adding a line item to the budget, if needed release funds approve any contracts to be signed ** Contracts should only be signed for events or programs taking place off campus or before or after school. All events or programs happening during school hours must be signed by SVUSD. ** STEP 5 Most events or programs now require SVUSD approval. Follow the quetions below to find out what you need to make this happen. 5 Is your event or program happening at your school? YES NO, but students will attend during school hours NO & after/before school or with adults only Go to the next question No further action is needed from SVUSD, but additional PTA insurance rules must be followed: STEP 6 Obtain a Hold Harmless Agreement and Evidence of Insurance from each vendor, concessionaire or service provider that is used. OR Choose a vendor from the CAPTA approved list of vendors . These vendors may be used without requiring any additional insurance information or the Hold Harmless agreement. STEP 7 Once approved and funds have been released at a general meeting you can sign the contract ( view the proper way to sign contracts ) and pay the vendor directly. Go to the next question When is your event or program happening? DURING SCHOOL BEFORE OR AFTER SCHOOL STEP 6 Work with your school office manager to get this event or program approved. They will give you details on what is needed and if your vendor has a blanket contract for the year. !! IMPORTANT !! Do NOT sign any contracts or pay the vendor directly. This all needs to be handled by the district. STEP 7 You will need to gift the payment for the event or program directly to the school district. Create a Fiduciary Agreement to be sent with a check written out to SVUSD and give them both to your office manager to send. For vendor payment, the office manager should submit an invoice to Accounts Payable in Fiscal Services after services have been rendered in order for payment to be issued to the vendor. If the vendor has any questions about payment, have them contact your office manager. STEP 8 Once your event or program has been approved at a SVUSD Board of Education meeting, your school office manager will receive a copy of the signed contract and you can schedule your event or program. View approvals from SVUSD Board of Education Meetings STEP 6 Download this AIM form . Fill in your PTAs info at the top and add Saddleback Valley Unified School District under "Additional Insured Information." Print and sign (electronic/ typed signatures not accepted) and email a scanned copy to capta @aim-companies.com . Have them email you a copy of the Certificate of Insurance with the addition. This will be good for the entire year. STEP 7 Email agreements@svusd.org to fill out a facilities request form. These vendors have already been approved BUT yo u must email agreements@svusd.org with your event info - date and time and a copy of the Certificate of Insurance from Step 6. STEP 8 Obtain a Hold Harmless Agreement from each vendor, concessionaire or service provider that is used. OR Choose a vendor from the CAPTA approved list of vendors . These vendors may be used without requiring any additional insurance information or the Hold Harmless agreement. STEP 9 Once approved and funds have been released at a general meeting you can sign the contract (view the proper way to sign contracts ) and pay the vendor directly.

Welcome to SVPTA's Special Education page! We support parents of children with IEPs, 504 plans, and those seeking additional help for their child. Our mission is to foster inclusion in PTA activities, school events, and classrooms, benefiting all students. Contact your child’s school PTA Special Education Liaison for resources and guidance, and join our monthly SVPTA parent meetups to connect and receive support. Find your child’s school Special Education Liaison here: 🗂️ Liaison Directory by school Join our active Facebook Group: 👍SVUSD Special Ed Parents GET CONNECTED! Mail 🗓️ Special Education Parent Calendar: Meet-ups, Trainings, and Events 🔗 Special Education Community Advisory Committee (CAC) Meetings for SVUSD – All welcome! PROGRAMS/EVENTS Coffee 📘 IEP Parent Handbook 🔗 IEP vs. 504 Plan 🔗 Special Education Rights Manual 🔗 SVUSD Special Education Page 🔗 CAC Page - Special Ed Community Advisory Committee for SVUSD IMPORTANT RESOURCES Star SVPTA Special Education Liaison Kris S. specialed@svpta.org

Reflections “What My Culture Means to Me” Is the theme for the 2026-27 Reflections Art Program, which has been bringing the arts to life for more than 10 million students since 1969. California State PTA and its members, families and kids are on the forefront of this amazing program, which increases community awareness of the importance of arts in education. How to Run Reflections at Your School View 4th District Powerpoint Guide View 4th District Training Video Create your online entry form here. Sign in to the correct google account Replace "Template" with your School Name Remember to "Restore" the missing file folders. This will allow you to collect the art entries for every category. Powerpoint to Virtual Form Setup 2024 2023 Understanding the Reflections Virtual Form Video 2023 Virtual Judging Steps (optional) All school winners are due to SVPTA by November 4th and MUST be submitted electronically. Look for more info to come on how to submit your winners. If you have any questions, you can schedule a phone or zoom call with Reflections Chair, so they can walk you through the steps - reflections@svpta.org Reflections encourages students of all ages to: Unleash creative talents and be inspired Express themselves imaginatively in their artwork Experience the fun and joy of making art Tap into critical-thinking skills to create art inspired by the annual theme Receive positive recognition for their original works of art Click here to see the winners of the CAPTA 2025-2026 Reflections Art Program. All students attending PTA schools sponsoring the program are invited to participate and submit original artwork in one of six areas: Dance Choreography Literature Photography Film Production Music Composition Visual Arts Artworks are submitted first to school-level PTAs, where they are first recognized, celebrated and judged by five grade-level divisions, while a non-judged Special Artists division celebrates student artists with special needs. School PTAs then choose a selection of entries to be judged by local PTA units, which are then sent on to councils and then districts for consideration. The final artworks submitted to California State PTA by districts are then considered for Outstanding Interpretation, Awards of Excellence or Awards of Merit. Outstanding Interpretation and Award of Excellence entries then go on to represent California in the final National PTA judging round. Forms and Resources Participant Forms National PTA Reflection CAPTA Reflections Page Reflections Chair reflections@svpta.org

Important Links National PTA Website National PTA One Voice Blog California State PTA Website Fourth District PTA Website Saddleback Valley Unified School District Website MyPTEZ.com Website CAPTA Tool Kit

Help strengthen our community & make an impact by joining one or more of our SVUSD school PTAs. Join PTA Today! Help strengthen our community & make an impact by joining one or more of our SVUSD school PTAs below. ELEMENTARY SCHOOLS Cielo Vista Elementary Del Cerro Elementary Del Lago Elementary De Portola Elementary Foothill Ranch Elementary Gates Elementary Glen Yermo Elementary La Madera Elementary Linda Vista Elementary Lomarena Elementary Melinda Heights Elementary Montevideo Elementary Olivewood Elementary coming soon Portola Hills Elementary Rancho Canada Elementary Robinson Elementary Santiago STEAM Magnet Elementary Trabuco Elementary Trabuco Mesa Elementary Valencia Elementary Intermediate & High Schools Laguna Hills High School Los Alisos Intermediate Serrano Intermediate Trabuco Hills High School

FAQS FINANCIAL *. INSURANCE * GENERAL * PROGRAMS & EVENTS Financial Financial Can we use Venmo or Zelle to accept payments? No. These types of apps are peer-to-peer (P2P) platforms which aren’t developed to serve groups, especially nonprofits like PTAs. A P2P platform’s primary role is exactly that — transactions between two individuals for personal means, like paying a friend back for dinner. Great for individuals, but not for PTAs. Can we use a debit card to pay bills? No, you can't use a debit card to pay bills, but you can use online payment systems. All expenses must be accounted for and reported in the monthly treasurer’s reports. An Authorization for Payment Via EFT/ACH/Bank Bill Pay Services form signed by two authorized check signers must be completed for all Electronic Funds Transfer/Bank Bill Pay Service A re we allowed to buy gifts with P TA money? PT A funds should not be used to purchase personal gifts, equipment for staff lounges and lunchrooms or for furnishings for principals’ offices. Personal gifts include gift cards and gifts for baby showers, Secretary’s Day, bereavements, weddings, or birthdays. If the membership determines that such items are necessary, the individual members can make personal donations to purchase the designated items. These donations should not be commingled with PTA funds. insurance Insurance Are we covered by our insurance? Insurance will cover all events as long as they meet our insurance guidelines (when in doubt, call or email AIM & verify). However, per my email with AIM, “ Your policy has a pandemic exclusion. There is no coverage for covid no matter where you have the event.” Meaning no coverage will be provided for COVID related issues. It is extremely important that we are following any COVID protocols/guidelines outlined by SVUSD. Will there be an online waivers/digital signing options for Parents through CAPTA? Or AIM? At this time, no, but stay tuned for more info. general General Who do I contact when questions come up? When asked questions you don’t know the answer, please bring them to the SVPTA President , & they will make sure to get the answers for you. SVPTA will also continue to help communicate information to the community. Please make sure & share our posts/messaging. Can PTA create resource lists for parents & distribute them (ex/babysitters, tutors, etc)? Neither the PTA or school sites should be collecting and/or recommending these kind of resources. This becomes an endorsement/promotion of such businesses, which neither SVUSD or PTA should be doing for many reasons, liability being one of them. There are current resources that are provided through SVUSD, including TLC & the community services group/catalog. Those resources can be shared. Regarding resources, parents can always start their own FB group. However, it should be separate from your PTA Facebook group/platforms. Can our PTA buy gift cards for our school staff members or volunteers? No. Giving a gift card is the same as giving someone cash. In addition, giving a volunteer cash or a cash equivalent like a gift card on behalf of the organization may cause them to be considered an employee or an independent contractor by government agencies. And the IRS considers cash gifts (including gift cards) as reportable income on the recipient’s tax filings. For these reasons, our policies and procedures expressly forbid giving gift cards purchased with PTA funds: “PTA funds cannot be used to purchase personal gifts for staff or volunteers, such as gift cards.” Can PTA get the word out about GoFundMe or Meal Trains for members in the community? Yes, the PTA may get the word out about any and all benefits/fundraisers being held for individuals or families in need or about local charities who are assisting those in need, regardless of who is organizing them. The PTA may also help with a fundraiser by advertising it and encouraging volunteers, but it cannot be an official PTA activity, and all money collected must go to the organization holding the fundraiser. Checks cannot be made out to PTA, and no deposits may be made to the PTA account on behalf of another organization or family in need. Programs & Events How do we get programs and events approved? Check out our step by step guide - https://www.svpta.org/presidents I have questions, who can I contact? Please contact our Programs Liaison . programs