Timeline | SVPTA

Timeline & To Do List

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:
- adoption 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 adoption
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

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 Your 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

Treasurer 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 Your Executive Board Meeting

Vote to recommend sending members to convention
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-year 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 Your 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

Timeline & To Do List

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