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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 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 17th @ 6:30pm via Google Meet 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

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!

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

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

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

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

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

A Little Bit About Us SVPTA Mission Statement The mission of the Saddleback Valley PTA is to empower our units, families and community members to become effective advocates for all children. SVPTA Goals for 2025-26 PEOPLE: Strengthen the relationship between unit, council and our communities. Provide council mentors for unit officers. Provide training for officers. PROGRAMS: Share ideas for successful programs and work collaboratively when possible. Encourage the exchange of ideas and discuss concerns among units. Encourage and strengthen family engagement. PROMOTE PTA: By fostering legislative awareness and advocacy within all units by educating members on pertinent legislative issues and encouraging attendance at Sacramento Safari and legislative roundtables. By encouraging attendance at California State PTA Convention. By using Council and State PTA Resources including the toolkit, websites, bylaws, and other sources of communication.

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

Executive Board 2026-27 SVPTA Officers & Chairs

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