Welcome to the New ONLINE TOOLKIT!
The California State PTA Toolkit provides guidance, instruction and ideas to ensure a successful term as a PTA officer or chairman. You will discover valuable information to assist your PTA/PTSA with the important work that you do on behalf of all children and families.
Our online Toolkit website includes all of the information and chapters in an easier format for quick access. Click on the drop-down menus to find key topics, use the search tool or view the more detailed table of contents for each section to quickly find the information you are interested in. You can also “toggle” between the English and Spanish versions as well as download and print certain pages, chapters or the entire Toolkit.
The Toolkit reflects the hard work and effort of the California State PTA Board of Managers to create the best possible resource for you. It is based on more than 100 years of best practices by PTAs around our state. Many of your questions and concerns can be answered here in just one place. Remember, if you can’t find it in the Toolkit, you always have the safety net of your council, district or state PTA to answer your questions. Don’t hesitate to contact them.
We are reviewing the Toolkit on an ongoing basis and updates are typically made four times a year in August, November, February and April. You can find a quick list of which sections changed by clicking the “list of recent updates” link to the right-hand margin of the online version.
Your input regarding your PTA needs is invaluable, and your help is necessary in continuing to make all PTA materials are useful and pertinent. Please contact us at email@example.com with ideas, suggestions and comments to help make the Toolkit as useful as possible for you.
I believe in you and the work that we do, we are in this together.
2018 Convention Grant Application
Remittance Form for 2017-2018 OCCPTA_Unit_Remittance_Form_8.20.17.xlsx
Unit Remittance Form: The Unit Remittance form is used when submitting monies to Council, it is important that you submit this form Every Time you are submitting monies. Please make sure that you fill out the appropriate line items of what you are paying and put a grand total of monies remitting. Also, please include the Unit Treasurer information in the event there are questions regarding remittance.
Annual Financial Report (Sample)