• 15-16 Unit Annual Report (Historian Report Form)

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    Please count all hours for all PTA volunteers, not just the board, that did ANYTHING on behalf or by direction of, your PTA. This includes meetings, PTA-sponsored family nights/events/activities, preparing reports for PTA meetings, counting money & preparing deposits, going to the bank, shopping for PTA meetings/PTA-sponsored family nights/events/activities, driving to and from anything pertaining to PTA, making phone calls for PTA, sending emails or texts for PTA, picking up donations to PTA, all PTA officer training, time spent at PTA committee meetings, updating PTA website, designing PTA fliers, stapling/photocopying/cutting stuff for PTA, etc.

     

    This form is due the end of April. If you are having meetings or events/activities, add your best guess as to the number of hours all volunteers will be spending. Overestimate, because there are probably hours that were forgotten about throughout the year.

    FC_Council_Unit_Annual_Report_15-16.doc 82.00 KB (Last Modified on April 21, 2016)
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  • Audit Checklist

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    AuditChecklist.pdf 109.59 KB (Last Modified on November 19, 2013)
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  • Audit Report form

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    Audits are to be completed twice per fiscal year.
     
     
    The first one (year-end audit) should be completed in August/September, reviewing period 1/1-6/30
    The second one (mid-year audit) should be completed in January/February, reviewing period 7/1-12/31
    09-AuditReport.pdf 43.79 KB (Last Modified on November 19, 2013)
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  • Cash Verification form

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    09-CashVerificationForm.pdf 41.83 KB (Last Modified on November 19, 2013)
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  • Payment Authorization form

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    09-PaymentAuthorizationForm.pdf 42.77 KB (Last Modified on June 25, 2014)
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  • RRF-1 Form

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    This form should be completed and submitted to CA Attorney General by 11/15. A copy must also be given to the Council treasurer,
    RRF-1 Form.pdf 76.62 KB (Last Modified on November 19, 2013)
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  • Volunteer Hours Tally Sheet

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    45_VolunteerTallySheet.pdf 24.41 KB (Last Modified on November 19, 2013)
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  • Worker's Comp form

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    This form must be completed and turned in to the Council treasurer by 12/15 even if your PTA did not employ anyone. Turning in this form impacts the insurance premium for the next year. Very important that everyone turns in this form!
    09-WorkCompAnnualPayroll.pdf 43.64 KB (Last Modified on November 19, 2013)
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