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Timeline & To Do List

Summer

  • Have a casual get together with your new board

  • Add new check signers & take off old ones.  

  • Update your website with new information

August

General To Dos

  • Meet with your Principal

  • Start your membership drive

  • Attend SVPTA Council Meeting on August 30th @ 7pm in the SVUSD Board Room

  • 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

 

At Your Association Meeting

  • Present and vote to adopt:

    • Budget

    • Calendar

    • 2022-23 End of the Year Audit

    • 2022-23 Annual Financial Report

  • Present and vote to approve:

    • Programs

    • Fundraisers

    • Any contracts

  • Release funds after budget adoption

  • Introduce the board and committee chairs  

September

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 ($5.90 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 by November 2nd

  • Upload docs to SVPTA

October

General To Dos

  • File taxes and pay charity renewal fee

  • Pay insurance premium $282 - https://aim-companies.com/capta-insurance-renewal/

  • Treasurer should submit membership dues to SVPTA ($5.90 per member).

  • Promote & attend the SVUSD College & Career Fair on October 11 @ 6pm at MVHS

  • Have a ?  Join us Google Meet - October 18th @ 7pm

  • Attend the Superintendent’s Advisory Council on October 25th @ 9:30am in the SVUSD Board Room

  • Upload docs to SVPTA

 

November

General To Dos

  • Submit your school's reflections winners to SVPTA by November 2nd

  • Treasurer should submit membership dues to SVPTA ($5.90 per member). 

  • Attend SVPTA Council Meeting on November 15th @ 7pm via Google Meet

  • Upload docs to SVPTA

January

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 ($5.90 per member).

  • Attend SVPTA Council Meeting on January 17th @ 7pm in the SVUSD Board Room

  • 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

 

February

General To Dos

  • Treasurer should submit membership dues to SVPTA ($5.90 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
    Attend the Superintendent’s Advisory Council on February 1st @ 9:30am in the SVUSD Board Room
    Have a ? Join us Google Meet - February 21st @ 7pm
    Upload docs to SVPTA

March

General To Dos

  • Treasurer should submit membership dues to SVPTA ($5.90 per member).

  • Attend the SVPTA Council Meeting @ 7pm on March 20th in the SVUSD Board Room

At Your Executive Board Meeting

  • Vote to recommend sending members to Convetnion

 

At Your Association Meeting

  • Election

  • Approve sending members to Convention

April

General To Dos

  • Treasurer should submit membership dues to SVPTA ($5.90 per member). 

  • President-elect appoints budget committee with Treasurer-elect as Chair

  • Have a ? Join us Google Meet - April 17th @ 7pm

At Your Executive Board Meeting

  • Presentation of the historian report

 

At Your Association Meeting

  • Presentation of the historian report

May

General To Dos

  • Treasurer should submit membership dues to SVPTA ($5.90 per member). 

  • Board-elect attends training on May 8th @ 6pm

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

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