PTA Reimbursements Process for Parents, Board, and General Community

This process is for parents, board members, and general community reimbursement.

For the teacher and staff reimbursement process, CLICK HERE.

 

important

  • Gift cards are not allowed to be paid for, nor reimbursed by the PTA. Please do not purchase gift cards or any gifts on behalf of the PTA. The PTA will not reimburse for these purchases.
  • Email Treasurer@parksidePTA.com with any questions on any part of this process. Thank you! 
 

Read First Before Making a Purchase ⬇

 

Contact the Treasurer@ParksidePTA.com FIRST in order to do the following:

 

1.  Confirm that the expense is approved/in the PTA budget.

 

The funds must be budgeted, released, and approved by the PTA in order to be spent.

 

2.  Specify whether the item is a commodity. If it is not fully used during the event or is reusable, it must be pre-approved before purchase. 

 

Non-consumable items are officially PTA property. 

 

3.  Confirm that the expense will be on its own receipt, separate from personal or other purchases.

 

4.  Confirm that the online purchase will be made in the name of the person who is making the payment and also requesting the reimbursement.

 

5.  Confirm whether the vendor accepts checks.

 

A payment check issued directly from the PTA to the vendor is the PTA's preferred payment method.

By submitting an invoice, a payment check can be arranged and made directly to the vendor. This way, a reimbursement will not be needed.

 

 

after Making a Purchase ⬇

 

1.  Complete a Reimbursement Form. Printed copies are available in the PTA mailbox at the back of the Parkside office.
 
Include an electronic copy of the original hardcopy receipt or a copy of the paid itemized receipt/invoice for online purchases.
 
2.  Email the completed Reimbursement Form and receipt to the Treasurer.
 
If you are unable to submit electronically, please leave hard copies of the reimbursement form and receipts in the PTA mailbox in the office.
 

3.  Check reimbursements will be hand-delivered or mailed within 1-2 weeks. If you need a reimbursement sooner, email the Treasurer to make this request.