Greenbrook PTA Event - Check List

Event:
Est. Date:
Chairperson(s):
Approved Budget Amount:		$ ________________________ If you anticipate a change in the budgeted amount for your event, please discuss with the PTA President as soon as possible. Only amounts up to the approved budget dollar amount can be reimbursed until a higher amount is approved through the PTA. This can only be done at the monthly PTA Meetings.
To Do Check List:
	_	Contact committee members and volunteers for a planning meeting.
	_	Approval must be obtained through the Executive Board before changing venue or format for a well established event.
	_	Request release of funds from the Executive Board at least 2 months prior to the need for reimbursement.
	_	Reserve your site/location as soon as possible to guarantee your location is secured.
	_	Complete Facilities Use Form* and Facilities Use Form Addendum*.  Submit to PTA President for signature.  These forms should be submitted as soon as your date is established and at least one month prior to event.
	_	Have all flyers approved though the PTA copy procedure prior to copying and distribution.
	_	Submit information to Weekly and/or monthly gazette and Marquee.
Event Deposit:		Monies received for an event must be submitted within 48 hours to the Financial Secretary, Kristin Yarwood, via the Deposit Verification Form*.  Cash should be deposited immediately.
Reimbursement:		Receipts for reimbursement of expenses related to event should be submitted within 1 week of event to the Treasurer, Sandy Bodisco, using the WARRANT REQUEST FORM*.

* All forms can be found in this training packet or in the PTA files located in the office.