Unit Resources

  • Are you a new officer looking for more information? Did you miss the District Training in May? Take a look at this Resource Guide for PTA Leaders in San Luis Obispo County. It’s full of links to handy information!  Still have questions or need more help? Visit the Board Directory Tab for contact information for all Twenty-Fourth District PTA officers; we’re here to help you!
  • The California State PTA Toolkit is a comprehensive guide to all things PTA. It covers PTA basics, managing your PTA, membership, finance, advocacy, communication, and programs. An entire section is devoted to job descriptions for officers and chairmen.
    Toolkit en Espanol
  • The California State PTA Insurance Guide is designed to help you select appropriate program, fundraisers and events for your PTA. and is mailed to every PTA President each November.  You can download a copy of the Insurance Guide, access Insurance FAQs and find the Approved Vendors List here.

*** Insurance Certificates are sent directly to each unit president ***

Note: Fillable Forms must be downloaded to work correctly. Do not attempt to complete them in your web browser.

REPORTS/FORMS FOR 24TH DISTRICT UNITS
Due to District: For Your Use:
Unit Remittance Form Checklist 2022-23
Unit Remittance Form (fillable) District Calendar 2022-23
Audit Form & Checklist Cash Verification Form
Audit Form (fillable) Cash Verification Form (fillable)
Audit Checklist (fillable) Payment Authorization/ Request for Reimbursement
Workers’ Compensation Payroll Report Online Form – Available Fall 2022 Payment Authorization/ Request for Reimbursement (fillable)
Workers’ Compensation Payroll Report Form – Available Fall 2022 ACH/Online Deposit Receipt
ACH/Online Deposit Receipt (fillable)
Historian Report Mentor List 2020-2021
Historian Report (fillable)
Roster of Incoming Officers CAPTA Insurance Information: https://capta.org/pta-leaders/services/insurance/
Roster of Incoming Officers (fillable) Volunteer Hours