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

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 General To Dos Meet with your Principal Start your membership drive Upload docs to Future Fund 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 a financial review committee if needed At Your Association Meeting Present and vote to adopt: Budget Calendar 2026-27 End of the Year Audit 2026-27 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 Council Meeting - September 2nd @ 6:30pm - SVUSD Board Room SVPTA Training - September 16th @ 6:30pm via Google Meet Candidate Forum - September 30th @ 7:00pm - SVUSD Board room 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

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

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