Council Forms and General Resources

Forms

Conflict/Whistleblower

Formulario de Conflicto/Denunciante

Annual Historian Report

Submit Historian Report (click link to submit due by April 8th )

Bylaws Submittal Form [2023] (form to use for Bylaws Renewal)

Generic Reference Sheet for Bylaws

Future Fund (Enter Board info, Documents)

Quick Guide (Login Quick Guide)

2026-27 Unit Remittance OUCPTA (URF)-filliable “UPDATED”

Cash Verification Form

OUCPTA-Payment Authorization – Request for Reimbursement

Generic Unit Financial Form for Reporting (for Treasurer Reporting)

CAPTA Toolkit (English/Spanish)

Sample Forms and Reports to run your PTA can be found here: CAPTA Forms Page These include Financial Review (Audit), Authorization, and Historian Forms. Also, Sample Budget, Check Register, Ledger, Annual Financial Report and many others. 

Please Note: Insurance and Workers Compensation is paid directly to AIM. Visit the CAPTA site for more information here ==> CAPTA Insurance/AIM Page

Waiver – Adult

Waiver – Family (Familia De Exención)

Waiver – Volunteer

OUSD Use of Facilities  (page includes Red/yellow/green light)

Resources

Convention Budgeting Worksheet – 2026 (coming soon) Convention is April 30, to  May 2, 2027 (Location: Ontario)

Links for PTA Leaders (Helpful Links)

Retention Schedule (PTA documents to Keep)

California State PTA Leadership (capta toolkit)