Council Forms and General Resources
Forms
Formulario de Conflicto/Denunciante
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)
FRM – OUCPTA (URF) 2025-2026-fillable “UPDATED”
FRM – OUCPTA (URF) 2025-2026-PDF “UPDATED”
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 – Family (Familia De Exención)
OUSD Use of Facilities (page includes Red/yellow/green light)
Resources
Convention Budgeting Worksheet – 2026 (coming soon) Convention is May 1-3, 2026
Links for PTA Leaders (Helpful Links)
Retention Schedule (PTA documents to Keep)
California State PTA Leadership (capta toolkit)
Special Events
The following forms are used during the Reflections Art Program:
- Flyer (Volantes)
- Local Leaders Guide (Guía Del Líder Local)
- Program Evaluation
- Sample Thank You Letter
The forms are found on the State PTA Website: Reflections Program (Scroll down to the Forms and Resources section)
The Student Packet contains the information on how to enter, official rules and the Entry Form each student must turn in with their artwork:
- Student Packet (Cómo Ingresar)
The guidelines for each category must be followed for submitted artwork:
- Dance Choreography (Coreografía de Danza)
- Film Production (Producción Cinematográfica)
- Literature (Literatura)
- Music Composition (Composición Musical)
- Photography (Fotografía)
- Accessible Artist (Artista accesible)
- Visual Arts (Artistes Visuales)
The student packet and rules/guidelines are found on the State PTA Website: Student Packet and Guidelines
Council Reflections Gallery Date: Coming Soon
Additional Forms and Resources can be found on the following PTA website: National PTA