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.

Due to District: For Your Use:
Unit Remittance Form Checklist 2023-24
Unit Remittance Form (fillable) District Calendar 2023-24
Financial Review Info (formerly known as Audit) Cash Verification Form
Financial Review Form (formerly Audit Form) Cash Verification Form (fillable)
Financial Review Checklist (formerly Audit Checklist) Payment Authorization/ Request for Reimbursement
Tax Filings (AG, FTB, IRS), Budget, Annual Financial Reports – Email to UnitInformation@24thpta.org Payment Authorization/ Request for Reimbursement (fillable)
Workers’ Compensation Payroll Report Online Form – Available Online in December 2023 ACH/Online Deposit Receipt
ACH/Online Deposit Receipt (fillable)
Historian Report Mentor List 2020-2021
Historian Report (fillable) 24th Board Interest Form (Fillable)
24th Board Interest Form
Roster of Incoming Officers CAPTA Insurance Info: https://capta.org/pta-leaders/services/insurance/
Roster of Incoming Officers (fillable) Volunteer Hours