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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

Award Winners We are part of an incredible community in Saddleback Valley. Our PTA’s play a vital role in engaging our families, supporting our school sites, advocating important issues & being a VOICE for ALL CHILDREN! This year many of our SVPTA schools were recognized by 4th District PTA for their outstanding achievements. THHS PTA Outstanding Membership Santiago STEAM PTA Outstanding Unit THHS PTA Outstanding Local Advocacy SVPTA Outstanding Council

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

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

SVPTA Units

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

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

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

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

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!

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

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