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PTO Forms

PTO GRANT REQUESTS/FINANCIAL FORMS

*New* PTO has moved to an online google form digital format (exceptions – Common Grant Form and Deposit Form). Brief instructions are provided below. Detailed instructions are available in each form

If you have any questions at all, please reach out to Tracie Maschke at president@chagrinfallspto.org or Nancy Kevern at Nancy.Kevern@chagrinschools.org

 Grant Request Process

Grants Under $500

Click HERE for Access Form

Use this form when requesting Building Grants under $500

(Teachers, Principals and Admin Use)

Step 1:

Complete Form and Submit. You will receive a confirmation email in your inbox.

Step 2:

Forward your confirmation email to the PTO Financial VP at

financialvp@chagrinfallspto.org

The Financial VP will send it through the approval process (Principal, Superintendent and PTO reps)

NOTE: You will continue to receive emails every time your request is signed. These are just to notify you that your request is moving through the approval process. You need to to do nothing.

The PTO Financial VP will advise you of status via email.

If approved, you may purchase your items.

Please be sure to use the school district’s tax exemption number. PTO does not reimburse tax.

Step 3:

Reimbursement: Once items/programs are purchased and the school is seeking reimbursement, please forward receipts or paid invoices to

financialvp@chagrinfallspto.org

Student Enrichment

Click HERE to Access Form

Use this form when requesting PTO funds to further the Enrichment of our students.

(Principal or Admin Use Only)

Step 1:

Complete Form and Submit. You will receive a confirmation email in your inbox.

Step 2:

Forward your confirmation email to the PTO Financial VP at

financialvp@chagrinfallspto.org

The Financial VP will send it through the approval process (Superintendent and PTO Exec Board)

NOTE: You will continue to receive emails every time your request is signed. These are just to notify you that your request is moving through the approval process. You need to to do nothing.

The Financial VP  will advise you of status via email.

If approved, you may purchase your items or program

Please be sure to use the school district’s tax exemption number. PTO does not reimburse tax.

Step 3:

Reimbursement: Once items/programs are purchased and the school is seeking reimbursement, please forward receipts or paid invoices to

financialvp@chagrinfallspto.org

Professional Development

Click HERE to Access Form

Use this form when requesting PTO funds to further the Professional Development of the staff.

(Principal or Admin Use Only)

Step 1:

Complete Form and Submit. You will receive a confirmation email in your inbox.

Step 2:

Forward your confirmation email to the PTO Financial VP at

financialvp@chagrinfallspto.org

The Financial VP will send it through the approval process (Superintendent and PTO Exec Board)

NOTE: You will continue to receive emails every time your request is signed. These are just to notify you that your request is moving through the approval process. You need to to do nothing.

The Financial VP  will advise you of status via email.

If approved, you may purchase your items or program

Please be sure to use the school district’s tax exemption number. PTO does not reimburse tax.

Step 4:

To request funds already approved, please see Major Grant Check Request Form below.

Don’t forget to use the district’s tax exemption number. PTO does not reimburse tax.

Common Grant Application

Click HERE to Access Form

This form will be used for the Major Grant Process ONLY

Major Grants are Over $500

(Teacher, Principal and Admin Use)

Step 1:

This is a fillable pdf form or you may print and fill out.

Step 2:

Forward to Principal and then Superintendent for approval signatures

Step 3:

Email the signed copy to

Majorgrants@chagrinfallspto.org

You will be notified by our Financial Planning and Research Committee Chair of the status via email.

Major Grant Check

Request

Click HERE to Access Form

This form will be used for grants approved through the Major Grant Process and you are seeking reimbursement

Your common major grant application has been approved

Step 1:

Fill out Form and include documentation like receipts or paid invoices and Click Submit.

The PTO Treasurer will issue a check.

PTO VOLUNTEER FORMS

PTO Tax Exemption Form

Click HERE to Access Form

PTO Volunteers. Use this form to purchase items for tax exemption purposes.

Print this form and bring it with you to the retailer of your choice.

PTO Volunteers

Check Request

Click HERE to Access Form

This form is only used by PTO volunteers to be reimbursed for an approved purchase

Fill out Form and Click Submit.  Check your inbox for a copy.

Forward your email to two building reps or PTO execs

A check will be mailed to you within 7-10 business days.

PTO Volunteers

Deposit Form

Click HERE to Access Form

This form is to be used when money is deposited to PTO Bank Account

Print this form and fill it out. Arrange a time to turn deposit in to PTO treasurer

All money should be bundled by denomination.

Contact PTO Treasurer before submission of funds to ensure proper handling.

 

 

 

ARCHIVED FORMS – PLEASE USE FORMS ABOVE

Grant Requests

Grant under $500 

Use this form when requesting Building Grants under $500

Grant Application & Grant Request for Grants Under $500.

  • Signature from Principal
  • Signature from Superintendent
  • Approval from Building Rep – Requires TWO signatures – send to your financial rep listed below.
    • Gurney – Lynn Turchin – lmp713@yahoo.com
    • CFIS – Debs Wilkinson – debswilkinson@hotmail.com
    • CFMS – Jen McKee – jenmckee@sbcglobal.net
    • CFHS – Annie Amata – aamata@natliq.com
  • Forward to V.P. Financial (Shannon Hoch – shoch1370@gmail.com)
  • Forward to PTO Treasurer (Mia Bencsath – miacran1@gmail.com)

 

Professional Development

Use this form when requesting PTO funds to further the Professional Development of the staff. Each building has been gifted $1,500 per school year.

Use Professional Development Check Request and Allocation Form

  • Signature from Principal
  • Signature from Superintendent
  • Forward to V.P. Financial (Shannon Hoch – shoch1370@gmail.com)
  • Approval from PTO Exec Board
  • Forward to PTO Treasurer (Mia Bencsath – miacran1@gmail.com)

Student Enrichment

Use this form when requesting PTO funds to further the Enrichment of our students. Each building has been gifted $1,500 per school year.

Use  Student Enrichment Check Request & Allocation Form

  • Signature from Principal
  • Signature from Superintendent
  • Forward to V.P. Financial (Shannon Hoch – shoch1370@gmail.com)
  • Approval from PTO Exec Board
  • Forward to PTO Treasurer (Mia Bencsath – miacran1@gmail.com)

Common Grants

This form will be used for the Major Grant Process ONLY.

Use Common Grant Application (This is universal for PTO,Education Foundation, Dad’s Club, and Boosters.)

  • Signature from Principal
  • Signature from Superintendent
  • Forward to Financial Planning and Research Chair (Leah Eickoff – leahk555@hotmail.com)
  • Approval from Financial Planning and Research Committee
  • To request funds for approved Major Grants, complete Check request major grant

Forward to PTO Treasurer (Mia Bencsath – miacran1@gmail.com)

 

Major Grants Over $500

This form will be used for Grants approved through the Major Grant Process.

Use Check request major grant (All major Grants over $500)

 

Forms for PTO Volunteer Use Only

Check request PTO members

This form is only used by PTO volunteers to be reimbursed for an approved purchase

Use Check Request PTO Volunteer Form

  • Signature from 2 Building Reps or 2 Executive Officers
  • Forward to PTO Assistant Treasurer (Claire Jones – clairekberry@gmail.com)

PTO Exemption Form

  • Bring this form with you when you purchase items for tax exemption

Deposit Form PTO

This form is only used by PTO volunteers when making a deposit

Use Deposit Form for PTO Volunteers

  • All money should be bundled by denomination prior to submission to Treasurer
  • Contact PTO Treasurer before submission of funds to ensure proper handling.
  • Forward to PTO Assistant Treasurer (Claire Jones – clairekberry@gmail.com)