Requests should only be made for items outside what is already allocated within the PTO annual operating budget. No formal request is necessary for line-item budget items. If you have line-item budget questions, check with the PTO Treasurer.
Protocol for Monetary Requests from our Organization
Step One Submit a Written Request to the PTO President One Week Prior to the Meeting Date; Request can be Typed, Written, or Sent via Email; Must Include Amount Requested, Rationale for Expense, & What it Will be Used For.
Step Two The PTO Executive Board Will Review All Requests One Week Prior to Monthly Meeting; Board Will Communicate When Request Will Become an Agenda Item.
Step Three Person Making The Monetary Request Will Be Given a 10 Minute Time Slot at a PTO General Meeting to Present Request and Allow for Discussion. Step Four When the 10 Minute Time Slot Expires, a Vote Will be Taken to Extend, Table, or Reach a Decision on the Request.
Points of Interest Impromptu Requests Not Following This Protocol Will Be Tabled for a Future Meeting; Protocol Will be Followed By All PTO Members.
--> Please follow the template of the attached monetary request form that you can click HERE for.
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