Administrative Forms

Council Delegate Form – This form is used by Council Delegates to record information from Council Meetings to share with Local Unit PTA.

Interest Survey for Officers and Executive Board – Sample Interest Survey used to recruit board members for upcoming school year.

Conflict of Interest Form – This form must be signed by all board members. No Exceptions!

Records Retention Policy – This form lists all of records and the length of time that these records must be retained by the Local PTA. The Secretary maintains this list and should be reviewed annually.

Plan of Work (POW) Template – This document can be used as a template for your Plan of Work. If you use a different layout, be sure to include all of the sections outlined in this template. Sample Plans of Work for various positions will be available soon.