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)

OUSD Use of Facilities (link to District Facility Info) 

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)