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Timeline & To Do List Summer August September October November Have a casual get together with your new board Add new check signers & take off old ones Update your website with new information Update Future Fund with your board info Attend SVPTA Meetings & Events Council Meeting - August 20th @ 6:30pm - SVUSD Board Room General To Dos Meet with your Principal Start your membership drive Upload docs to SVPTA At Your Executive Board Meeting Vote to recommend: ado ption of calendar and budget approval of programs, fundraisers & contracts Ratify your appointment of the Parliamentarian and committee chairs Last year’s Auditor - preliminary presentation of the year end audit for prior year - vote to recommend adoption Treasurer - preliminary presentation of the annual financial report for prior year - vote to recommend adoption Appoint a monthly bank reconciliation reviewer Appoint an audit committee if needed At Your Association Meeting Present and vote to adopt: Budget Calendar 2025-26 End of the Year Audit 2025-26 Annual Financial Report Present and vote to approve: Programs Fundraisers Any contracts Release funds after budget adopti on Ratify your appointment of the monthly bank reconciliation reviewer and audit committee (if needed) Introduce the board and committee chairs Attend SVPTA Meetings & Events SVPTA Training - September 17th @ 6:30pm via Google Meet Reflections Training TBD General To Dos Have all executive board and committee chairs complete the conflict of interest form - http://downloads.capta.org/toolkit/forms/ConflictWhistleblower.pdf . The treasurer should keep these. Treasurer should submit membership dues to SVPTA ($6.90 per member). Submit a minimum of 30 members by September 30th Reflections entries due at the school level - winners will need to be passed on to SVPTA Upload docs to SVPTA Attend SVPTA Meetings & Events SVUSD College & Career Fair - October 8 @ 6pm at ETHS SVPTA Roundtable - October 15th @ 7pm via Google Meet General To Dos File taxes and pay charity renewal fee Pay insurance premium - https://aim-companies.com/capta-insurance-renewal/ Treasurer should submit membership dues to SVPTA ($6.90 per member). Upload docs to SVPTA Attend SVPTA Meetings & Events SVPTA Council Meeting on November 19th @ 6:30pm - SVUSD Board Room General To Dos Turn in your school’s Reflections winners to SVPTA TBD Treasurer should submit membership dues to SVPTA ($6.90 per member) Upload docs to SVPTA January February March April May Attend SVPTA Meetings & Events SVPTA Council Meeting on January 21st @ 6:30pm in the SVUSD Board Room General To Dos Treasurer should complete the Worker’s Compensation form online https://aim-companies.com/capta-wcreporting/ Treasurer should submit membership dues to SVPTA ($6.90 per member) Treasurer, Membership & Secretary should hand off books to Auditor/Financial Review Committee Submit an application for a 4th District Award Upload docs to SVPTA At Yo ur Executive Board Meeting Vote to recommend sending members to Sacramento Safari At Your Association Meeting Elect nominating committee Approve sending members to Sacramento Safari Attend SVPTA Meetings & Events President's Roundtable - February 11th @ 7pm via Google Meet General To Dos Trea surer should submit membership dues to SVPTA ($6.90 per member). Provide notice to members: Election meeting - at least 30 days prior to the meeting Proposed slate - at least 28 days prior to the meeting Auditor/Financial Review Committee should have their review completed by the end of the month Upload docs to SVPTA Attend SVPTA Meetings & Events SVPTA Council Meeting & Election - March 19th @ 6:30pm - SVUSD Board Room General To Dos Treasurer should submit membership dues to SVPTA ($6.90 per member) Upload docs to SVPTA At Yo ur Executive Board Meeting Vote to recommend sending members to co nvention Preliminary presentation of the mid-year audit - vote to recommend adoption At Your Association Meeting Election Approve sending members to convention Presentation of the mid-ye ar audit - vote to adopt Attend SVPTA Meetings & Events President's Roundtable - April 15th @ 7pm via Google Meet Reflections Gallery - April 27th @ 6pm in the SVUSD Board room General To Dos Treasurer should submit membership dues to SVPTA ($6.90 per member) President-elect appoints budget committee with Treasurer-elect as chair President-elect should meet with the board-elect to discuss priorities for next year and develop the calendar Upload docs to SVPTA At Yo ur Executive Board Meeting Presentation of the historian report At Your Association Meeting Presentation of the historian report Attend SVPTA Meetings & Events End of the Year Council Meeting & Training - May 20th @ 6pm - Virtual Academy General To Dos Treasurer should submit membership dues to SVPTA ($6.90 per member) Upload docs to SVPTA At Your Last Executive Board Meeting Vote to recommend: adoption of calendar and budget approval of programs, fundraisers & contracts At Your Last Association Meeting Present and vote to adopt: Budget - release funds for summer expenses Calendar Present and vote to approve: Programs Fundraisers Any contracts

Advocacy PTA at its heart is an advocacy organization. If you are the new advocacy chair for your PTA, thank you for taking this important position. PTA has a proud history of advocating for programs and legislation that help children be safe, healthy, and successful. Now, you are a part of that vital mission. You may wonder how to begin if you have never done this job before. SVPTA, Fourth District PTA and California State PTA are here to make your job easy! Ed100.org is also a great resource to learn more about California public education. With ADVOCACY at the forefront of our organization, here are 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. 01 The Power of Parents Research underscores the impact of parent involvement in schools. Power-of-Parents-Feb-2014.pdf (edsource.org) 02 PARENTS' RIGHTS - Did you know that parents and caregivers have legal, guaranteed rights to school and student involvement? It’s true: These laws and rules were created and put into effect by families, teachers and concerned community members and groups like the PTA who want the best for our kids. Parents' Rights - California State PTA (capta.org) 03 Proposed Legislation from the CA Assembly & Senate (if you have concern or support of certain bills, here is where you can go to provide your feedback) https://calegislation.lc.ca.gov/Advocates/ Legislator Contacts* *Please note, if you are writing your legislators, you cannot use your PTA title or position on any statewide issue. You must write them as a parent from their district. Find your legislator here - https://findyourrep.legislature.ca.gov/ Contact the Governor You may contact Governor Gavin Newsom by mail at: Mailing address: Governor Gavin Newsom 1021 O Street, Suite 9000 Sacramento, CA 95814 Phone: (916) 445-2841 Fax: (916) 558-3160 Submit a comment online - https://www.gov.ca.gov/contact/ Any PTA district, council or unit may recommend action on legislation to the California State PTA Board of Managers. PTA districts, councils, and units are responsible for taking action on local issues originating in school districts, cities, regions, or counties. Laws enacted by local, state and national bodies are primary sources of public policy. Securing adequate laws for the care and protection of children and youth is one of the purposes of the organization. Therefore, PTA maintains an active legislation program. PTAs can and must participate actively in the process through which public policy decisions are made. Legislative Chairman PTA is a child advocacy association. Its legislative mission is to speak on behalf of all children and youth at the local, state and federal levels. One of the Purposes of PTA is “to secure adequate laws for the care and protection of children and youth.” PTA promotes and encourages legislative advocacy for the education and welfare of all children and youth. Role of PTA legislation As local officers of the largest grassroots child advocacy organization in the state, PTA legislative advocacy chairs are responsible for demonstrating leadership on children’s issues at the local level by educating PTA members, community members and elected officials about PTA’s issues of concern and legislative priorities and goals. The California State PTA takes positions on issues/legislation based on position statements in the California State PTA Toolkit, California State PTA convention resolutions, California State PTA Legislation Platform and National PTA positions and convention resolutions. The unit, council or district legislative chair provides PTA members with information about PTA positions on current legislation and issues. Advocacy Resources Advocacy Communicator PTAs Nonpartisan Policy OC Voting Information Election Campaigns & the role of PTA Sacramento Safari Current Legislation CAPTA Resolution Process How to Make a Study 1st VP of Advocacy Janelle Z. advocacy@svpta.org

SVUSD School Board Trustee Candidate Forum This is a recording of the livestream of the 2024 SVUSD School Board Trustee Candidate Forum that took place on Tuesday, October 1, 2024 from 7-8 pm in the Saddleback Valley School District Board Room. The Forum was sponsored by the Saddleback Valley Council of PTAs and was moderated by the League of Women Voters. **This recording is intended for viewing purposes only. It may not be downloaded, altered, redistributed, or used in any form without explicit permission. Any unauthorized editing, reproduction, or use of this content is strictly prohibited.** Trustee Area 2 Candidates Scott Miller Candidate Questionnaire Candidate Statement from OC Registrar of Voters Michele Sparks Candidate Questionnaire Candidate Statement from OC Registrar of Voters Other Trustee Area Candidates Voters in Trustee Areas 2, 3, and 4 will be selecting a SVUSD School Board Trustee. View the trustee areas. *Invitations were sent to all 6 candidates to participate however, one candidate from Trustee Area 3 and another from Trustee Area 4 were unable to attend the forum. As the National PTA Toolkit advises, “If it is a two-candidate race and only one agrees to attend, you should not go forward with your forum.” Therefore, the forum will only continue with the candidates from Trustee Area 2. Trustee Area 3 Michelle O'Brien - Candidate Questionnaire Suzie Swartz - Candidate Questionnaire Trustee Area 4 Amanda Morrell - Candidate Questionnaire Michael Stannard - Candidate Questionnaire We kindly ask all forum attendees to abide & respect these rules: There will be no substitutes or stand-ins for the candidates No campaign banners, signs, literature, handouts, buttons, tee shirts, or other campaign paraphernalia will be allowed in the debate hall until after the forum has concluded The audience will be asked to refrain from applauding or in other ways demonstrating support or nonsupport for a candidate Candidates will be introduced by full name. Thereafter, "Mr." and "Ms." will be used. The candidates will remain seated at all times during the debate The candidates will not use props, but may bring notes and use a note pad and pens for taking notes during the debate Time limits on responses will be strictly observed. A timekeeper will hold cards, visible to the speaker, indicating how much time remains. When the "stop card" is shown, the speaker must end his/her speech within 10 seconds. The moderator will have the responsibility for enforcing time limits. The moderator also will have the authority to interrupt the proceedings to enforce the ground rules and format that were agreed to by the candidates. The moderator will read the questions The moderator may restate the question The candidates will not interrupt one another No flash cameras and no motor-driven cameras will be used during the debate other than those authorized by the sponsors Candidates are invited to remain after the conclusion of the forum to speak with audience members Candidates will be asked to have their cell phones turned off & not on their person

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

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

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

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

PTA Grants National PTA Grants Deadline October 1st For all Grades and Ages PTA Healthy Minds , Sponsored by the New York Life Foundation and The Allstate Foundation This program is for all grades and ages. 100 local PTAs will be selected, and each will be awarded $1,250 in funding. Mary Lou Anderson Reflections Arts Enhancement , sponsored by the family of Mary Lou Anderson This program is for all grades and ages. Two local PTAs will be selected, and each will be awarded $1,250 in funding. PTA Wellness Fairs , sponsored by Walmart This program is for all grades and ages. 40 local PTAs will be selected, and each will be awarded $1,250 in funding PTA Connected: The Smart Talk , sponsored by Norton This program is for all grades and ages. 40 local PTAs will be selected, and each will be awarded $1,250 in funding. All programs must be completed by the end of March 2024. ELEMENTARY SCHOOL PTA Connected: Ready, Tech, Go! , supported by AT&T This program is for elementary schools. 150 local PTAs will be selected, and each will be awarded $1,250 in funding. To be considered, PTAs must hold their programs in-person. At-home programming will not be supported. STEM + Families Propelling Our World , sponsored by Huntington Ingalls Industries This program is for elementary schools. 40 local PTAs will be selected, and each will be awarded $1,250 . ELEMENTARY OR MIDDLE SCHOOL PTA Connected: Be Internet Awesome , Sponsored by Google + YouTube This program is for elementary and middle schools. 50 local PTAs will be selected, and each will be awarded $1,250 in funding . MIDDLE OR HIGH SCHOOL PTA Connected: Build Up and Belong , sponsored by Discord This program is for high schools. 25 local PTAs/PTSAs will be selected, and each will be awarded $1,250 in funding. HIGH SCHOOL P TA Connected: Build Up and Belong , sponsored by Discord This program is for high schools. 25 local PTAs/PTSAs will be selected, and each will be awarded $1,250 in funding. CAPTA Scholarships Deadline Octo ber 15h Continuing Education Scholarships The scholarship must be used January 1 – December 31 following the year of award; proof of your enrollment and completion of coursework must be provided to California State PTA by June 1. Scholarships are available for: School staff members (teachers, counselors, nurses and staff) & PTA volunteers Graduating High-School Senior Scholarships Graduating high-school seniors are eligible to apply for the Volunteer Service Scholarship and the $500 Dr. Ralph E. White Scholarship for medical-field education. CAPTA Grants Deadline Octo ber 15h Parent Education Develop and implement parent education programs and projects in such areas as health, child development, child abuse prevention or parenting skills. Programs or projects must be sponsored by the PTA applying for the grant. Program grant ideas include parent-resource centers, seminars and workshops, forums for parents of children with special needs and information on preparing healthy meals. Cultural Arts Develop and implement student-centered cultural arts programs which complement the California State PTA’s commitment to a quality arts education. The programs and projects should focus on expanding the students’ awareness and appreciation of the field of cultural arts and/or enriching and enhancing arts education programs and must be sponsored by the PTA applying for the grant. Program grant possibilities include performing arts assemblies, arts communications brochures, demonstrations, storytellers, read-a-thons and docents. Outreach Translation Translate PTA written materials and oral presentations in an effort to involve every member of the school community. Presentations or materials must be sponsored by the PTA applying for the grant. The California State PTA may use these translated materials when appropriate. Copy of the translated material must accompany the evaluation report. Program grant possibilities include translating written materials into other languages, providing translations at meetings and events, offering school community activities, enhancing partnerships and engaging non-English-speaking families. Healthy Lifestyle Develop, promote and implement programs, projects and activities that will improve the overall health of children and adults. Program grant possibilities include classes, health fairs, awareness events, walking/running programs, sun safety initiatives and depression awareness efforts. Please refer to the Insurance Guide for approved activities.

Resources Conflict/Whistleblower Form Find up-to-date information on running your PTA For SVPTA Presidents Training Videos SVPTA Forms CAPTA & 4th District Resources Frequently Asked Questions Important Links Meeting Docs

Is your child struggling? When your school-age student is struggling, it can be difficult to figure out what is going on and what to do. We have gathered some resources on this site that we hope you’ll find helpful. Do you suspect that your child might have a disability or learning difference? When your child has difficulties learning or participating in school activities, he or she may have a disability. Learning differences or disabilities can emerge or be identified at any time. Issues are commonly identified around Kindergarten age, but learning disabilities are often identified much later. Red flags that your child may have a disability that impacts his or her ability to access education include (but are not limited to): difficulty reading, writing or spelling, difficulty with math, refusing to go to school, difficulty getting along with teachers or other students, difficulty following directions or paying attention in class, difficulty with transitions, or physical conditions that make it difficult for the student to learn, sit or participate in school. First Steps If you suspect that your child may have a disability or learning difference, here are some good first steps: Talk with your child’s teacher. (The teacher should also notify parents if there has been a noticeable gap in academic performance, possible learning difficulties, or problems with attendance or behavior, but if they haven’t it doesn’t mean there’s not a problem). Talk with your child’s doctor. They may refer you to appropriate specialists or suggest other interventions. Call the Selpa SOC SELPA Director, Rae Lynn Nelson (949) 580-3394 RaeLynn.Nelson@svusd.org Talk with another parent. The PTA has parent volunteers who can help with navigating the process while respecting your privacy. (Please note that we are not experts and cannot provide medical advice.) Contact Us: specialed@svpta.org Possible next steps The teacher may suggest trying some strategies in the classroom or ask that a Student Study Team (SST) evaluate your student’s academic, behavioral and social-emotional progress. The SST may propose additional strategies. If progress is still a concern the SST may recommend an assessment to determine eligibility for special education and related services. Some families may also choose to have a private assessment. Important: You as the parent can also request an SST evaluation at any time. You don’t need to wait for the teacher or school administration to propose this. You can also request that an assessment for eligibility for special education be done at any time. The assessment process does not have to be initiated by the school. How to request an assessment.- https://youtu.be/GoBSv0FdPYo Learning More To effectively advocate for your child you need to learn about your child’s needs. It is also important to learn about the process and your rights as a parent. There many good resources, testimonials and simulations online like Understood , AutismSpeaks , Disabilityrightsca.org , Undivided and many others. You can also read the SELPA Parent Handbook . Don’t despair! The right intervention or support can be different for every child and can take time and patience to identify. SVPTA Special Education Liaison Kris S. specialed@svpta.or g

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

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