FORMS/VOLUNTEER RESOURCES

Procedures Governing Expense Reimbursement for Forest View PTA Costs

The following is a general outline of procedures in order to process cash disbursements for reimbursement of approved expenses for Forest View PTA Events and support activities.

1. Committee members are assigned to procure services/supplies in support of a previously approved PTA activity. In the event the necessary service/supplies cannot be acquired by a Board member the respective committee will be required to obtain as needed and submit applicable expense/receipt for reimbursement.
2. Upon completion of event, or within two (2) weeks of purchase of service/supply, the individual will complete a PTA Expense Reimbursement form for review and approval of Committee Chairperson. All reimbursements must include a receipt or contract from the vendor.
3. Committee Chair will complete a review and sign his/her approval and forward to Executive Board for final review and approval and subsequent reimbursement.
4. Upon receipt of PTA Expense Reimbursement form, the Board will review, approve & process for reimbursement at their monthly Executive Board meetings to ensure no reimbursement goes beyond one (1) month of meetings

NOTE: In order to ensure no one is required to extend personal credit on behalf of the PTA all Expense Reimbursement forms must be completed and forward to the next applicable level of review in a timely fashion. Specifically, once a request for reimbursement is made each subsequent level of review will process within three (3) business days and forward to the next level until reimbursement is completed.

PDF Forms:

Volunteer Hours Tracking Form

Expense Reimbursement Form

Donation/Sponsor Form