Training & LINKS
Below you will find many resources to help run your PTA/PTSA unit!
SVUSD VOLUNTEER FORM
All volunteers must complete SVUSD's form prior to entering a school's campus to volunteer in any capacity. This applies to classrooms helpers, event volunteers, and PTA activities. Completed forms should be turned in at the individual school's office, where they will make a copy of your driver's license.
CAPTA ONLINE TOOLKIT
The California State PTA Toolkit provides guidance, instruction, and ideas to support a successful PTA term. This valuable tool includes access to downloadable and printable resources, as well as training, job descriptions, and much more. Please utilize these tools to run your PTA units!
INSURANCE
Unit insurance is provided through CAPTA, and units must abide by the policies to ensure they are covered. AIM Insurance requires all units to make a good faith effort in gathering signed participant waivers for every person on campus. If you have any questions, please contact Council!
MEMBERSHIP RESOURCES
Promoting Membership and people joining your unit is important! National PTA has resources available to help you put together flyers, social media posts, and more. Please contact our Council Membership VP with any questions!
Additional Links & Resources
Spanish versions of some of these forms can also be located HERE.
IRS Publications
Resources
Sample Financial Files
Blank Financial Forms
Compliance Files
Tax Forms and Links
Charitable Trust (CT) and Raffle Permit Forms
CT-1 Form – Initial Registration
RRF-1 Form – Annual Renewal Form / Instructions
CT-TR-1 (required for postcard filers to be included with RRF-1)
CT-TR-1 - Annotated/Instructions
CT-NRP-1 – Nonprofit Annual Raffle Permit Form
CT-NRP-2 – Nonprofit Annual Raffle Report
Blank Forms
Blank Bylaws Forms