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