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)
OUSD Use of Facilities (link to District Facility Info)
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)
