Useful Links

PTA Financial Links

• Treasurer Calendar (current)

• Unit Remittance (LTCC)

• CAPTA Treasurer Toolkit

• CAPTA Forms (Finance) - Annual Financial Report, Audit Checklist, Audit Report, Cash Verification, Donation Receipt, Fiduciary Agreement, Hold Harmless Agreement, Treasurer's Report, Unit Remittance, Workers' Compensation Annual Payroll Report

• Insurance - AIM Companies

• Insurance & Loss Prevention Guide (2021)

PTA Management Links:

• LTCC Training Documents

• CAPTA Toolkit

• HSA Award Order Form

• HSA Rubric

• CAPTA Forms (Running your PTA) - Annual Historian Report - PTA Unit, Conflict/Whistleblower, Volunteer Tally Sheet

• Volunteer Hours

• Records Retention Schedule and Destruction Policy

PTA Links:

• National PTA

• California State PTA

• 32nd District PTA

• Units within Council