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SVPTA Forms Financial Payment Authorization Form Unit Remittance Form (to submit membership dues) Workers Comp Online Form Fiduciary Agreement Financial Calendar - coming soon Running Your PTA Conflict/Whistleb lower Form Conflict of Interest Policy PTA Event Participation Waiver PTA Photo Release Historian Report Parliamentarian Bylaws Review - 4 Key Steps Bylaws Summary e-Bylaws Worksheet Instructions for Completing Bylaws e-Bylaws How To Election Script Spring 2025 Training Slides President & EVP Secretary Treasurer Parliamentarian Membership

Contacts VAPA COORDINATOR Sabrina Skeels sabrina.skeels@svusd.org SVPTA ARTS Kathie D. scomm@svpta.org SVPTA PRESIDENT Catherine B. president@svpta.org

SVPTA Council offers many programs to benefit our units. Please click on the individual tabs for further information. Programs SVPTA Council offers many programs to benefit our schools. Please click on the individual tabs for further information. Programs: Arts Advocacy Advocacy Membership Reflections Special Education Programs & Events for School PTAS 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 https://www.svpta.org/approval-process Insurance Coverage View Fiduciary Agreement View Approvals from SVUSD Board of Education Meetings BEFORE/AFTER SCHOOL APPROVED VENDOR LIST View CAPTA approved vendor list View

CAPTA & 4th District Running Your PTA 4th District Leadership Tips CAPTA Tips for Leaders CAPTA Forms 4th District Forms Building Membership Financials CAPTA Finance Resource Page Insurance Coverage and Service 2024 Guide Advocacy CAPTA Advocacy for PTA Leaders 4th District Advocacy Communicator 4th District Advocacy/ Legislation Parliamentarian Parliamentary Procedure Bylaws & Standing Rules Nominations & Elections Social Media Guidelines for PTAs in California Advocacy Chart Guidelines for PTA Leaders and Members in California Training Videos CAPTA Virtual Summer Leadership Academy President, Part 1 & Part 2 Secretary Treasurer, Part 1 , Part 2 , & Part 3 Parliamentarian Basics Audits Reflections Membership Basics Legislation & Advocacy 4th District Training President General Financial Secretary Parliamentarian Auditor Membership Membresia (Spanish Membership) Reflections

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

SVPTA Units

Advocacy PTA at its heart is an advocacy organization. Recently on a phone call, National PTA President Anna King discussed advocacy and the importance of parents' decisions in their student's education. Please remember that advocacy is respectful. If you want to be heard and enact change, it needs to be done in a kind and respectful manner. We’ve seen many people on all sides struggling with the impact of this pandemic on their children. As we continue to move forward & towards more normalcy for all of us, let’s do everything we can to reunite our school communities and our families. 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

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 PTEZ 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 2024-25 End of the Year Audit 2024-25 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 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 13th @ 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 & 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

Diversity & Inclusion Welcome to the SVPTA’s Diversity and Inclusion. We are committed to ensure that we PTA for ALL children and that every child has a voice. Spring Newsletter - English - Espanol What is DEI? What can I do in my own school for it to be more inclusive? Encourage your own PTA board to add a Diversity & Inclusive Chair position to help apply the D&I to all PTA efforts and activities. Include everyone at the PTA table Listen to ALL voices so your PTA may be an inclusive voice for ALL children. Have flexibility with meeting times. Offer a virtual and in-person option for all meetings to increase accessibility. Provide childcare for your meetings as needed. Integrate cultural holidays and events in all school and PTA calendars and communication Increase diversity in classrooms and in school libraries. If you are interested in learning more about Diversity and Inclusion please reach out to Sharon Dawson: dei@svpta.org

Art Resources STATE SUPPORT ADVOCACY & EDUCATAION VISUAL ARTS PERFORMING ARTS LOCAL RESOURCES SVUSD FOR ARTS PTA SUPPORT California Department of Education : Pertaining to Arts, here is information on California Education Code, content standards, common core, grant funding, and the state superintendent education transformation plan. California Arts Council : As a state agency, the California Arts Council supports local arts infrastructure and programming statewide through grants, programs, and services. Create CA : We advocate for high quality arts education for all students by providing policy expertise and by mobilizing a statewide network of advocates and allied partners. Americans for the Arts : Our program aims to dismantle systemic racism through the arts and humanities. California for the Arts : We’re helping every Californian become an advocate for the arts – from raising awareness on why the arts are so important, to providing programs and services that make our state’s creative sector stronger than ever. NFHS Advocacy : Interscholastic performing arts advocacy for all. Arts for LA : We inform, engage, and mobilize people to advocate for access to the arts across all communities. National Art Education Association : Founded in 1947, the National Art Education Association is the leading professional membership organization exclusively for visual arts, design, and media arts education professionals. Advocacy for Performing Arts : Advocacy is about educating and informing elected officials, the public, and the media about the importance of the performing arts. It is up to us—performing artists, administrators and audience members—to explain the value of the performing arts to lawmakers. Performing Arts Alliance : PAA advocates at the federal level for policies that uniquely impact the nonprofit performing arts sector. LOCA Arts Education : Meet Orange County’s most fascinating visual artists and industry professionals! Enjoy slideshows, demonstrations, and conversations. OC Art Guide : The OC Art Guide based in Orange County, California lists art events - shows, exhibitions, workshops, tours, classes, and more. Festival of Arts classes : Pageant of the Masters sponsored art classes for youth. Kids ages 5 to 12 will enjoy art classes taught by professional artists in mixed-media, ceramics, sculpture & more. Segerstrom Center for the Arts: Segerstrom Center for the Arts is one of the nation’s most respected multi-disciplinary cultural institutions. It is Orange County’s largest non-profit arts organization. The Center remains committed to supporting artistic excellence and offering unsurpassed experiences to engage the community in new and exciting ways through the unique power of live performance and a diverse array of inspiring arts-based education and community engagement programs. Arts Teach : Segerstrom Center for the Arts has a long history of providing performances, workshops, and residencies that use the arts to address the needs of schools throughout Southern California. Museums : Comprehensive list off all 128 art museums that are located in California. STRATEGIC ARTS PLAN (2024-2029) : This refocused and redesigned document bridges our 2018-2023 Arts Education Plan, augmenting and expanding student access to arts education t hroughout SVUSD schools and programs. Throughout this process, our team analyzed the progress made from our previous plan and reflected on opportunities to maintain and/or expand our work towards a guaranteed and viable arts education for all Saddleback Valley Unified students. VAPA recap flyer: Share with your PTA/PTSO/Boosters/Admin/Faculty. SVPTA Arts Advocacy flyer : Share with your PTA/PTSO/Boosters/Admin/Faculty. K-12 STEAM Academy : Saddleback Valley Unified School District believes that students need to be proficient in making innovative connections across a variety of disciplines, particularly in areas related to STEAM (Science, Technology, Engineering, Ar t, Mathematics). SVUSD offers a STEAM K-12 Academy with cohesive pathways creating a smooth continuum of STEAM curriculum from kindergarten at Santiago STEAM Magnet to Serrano Intermediate, concluding at El Toro High School. This will prepare students for both college and 21st-century careers. JJ 5th District : PTA canopy over SVPTA for communications and training. CAPTA : PTA canopy over districts for methods and practices.

Share your art story Parent First Name* Parent Last Name* Email* Phone Student First Name* Student Last Name* School Name* Upload your art Max File Size 15MB Provide a brief description* Submit Thanks for submitting! Click here to go back to the Arts Advocacy to do list

Join Our Board SVPTA is looking to add a Bilingual Liaison and Diversity & Inclusion Advocate to our board. If you are interested in either of these positions, please fill out the inquiry form below. First Name Last Name Email SVPTA School(s) that your student(s) attend Which position(s) are you interested in? * Required Bilingual Liaison Diversity & Inclusion Advocate Send Thank you for your interest! SVPTA President, Michele Sparks, will be in touch will you soon.