Important Forms for PTA Leadership


Honorary Service Award Order Form for Honorary Service, Continuing Service, Golden Oak, Very Special Person
Honorary Service Award Nomination Form
In Memoriam or Tribute Donation
PTA Unit Spotlight Award


Annual Financial Report
Audit Checklist
Audit Report
Authorization to Purchase on the Internet
Authorization to Transfer Funds Between Accounts
Budget (Sample)
Cash Verification
Check and Checkbook Register
Committee Report
Donation Receipt
Facilities Use Permit Addendum
Fiduciary Agreement
Financial Secretary’s Report
Needs Assessment Worksheet
Service Provider/Speakers/Program Participants Check List
Facsimile Consent Form
Hold Harmless Agreement
Ledger (Sample)
Payment Authorization/Request for Reimbursement
Request for Advance/Payment Authorization
Treasurer’s Report (Sample)
Unit Remittance Form
Workers’ Compensation Annual Payroll Report Form

Parliamentarian Information and Bylaws

Bylaws Q & A
Essential Roles of Bylaws and Reviewing & Updating Bylaws
Basic Parliamentary Procedure: Did You Know?
Parliamentary Procedure (Terminology, Making a Motion, Amendments, FAQs)
Electing the Nominating Committee
Election of Officers

Information from 1st District PTA:
1st District Parliamentarian Letter – a letter from 1st District Parliamentarian Steve Richman
Bylaws Review 1
Bylaws Review Procedure
Submitting Your Bylaws
Bylaws Change Form
CAPTA Electronic Bylaws Program

Running Your PTA

Agenda – Sample Meeting Agenda
Annual Checklist
Annual Historian Report – PTA Unit
Annual Historian Report – PTA Council
Annual Historian Report – PTA District
Application for Youth Group Sponsorship or Renewal
Conflict/Whistleblower Form
Event Planning Worksheet
Final Action Plan
First Tasks for New Officers and Chairmen
Photography Release
Records Retention Schedule and Destruction Policy
SPUSD PTA Membership Form
Transitions for New Presidents
Volunteer Tally Sheet

Scholarships and Grants

Grant Application and Report for Unit, Council and District PTAs – Cultural Arts, Healthy Lifestyles, Leadership Development, Outreach Translation or Parent Education
Continuing Education Credentialed Classroom Teachers and Counselors (Scholarship)
PTA Volunteers (Scholarship)
School Nurses (Scholarship)
Graduating High School Seniors (Scholarship)