Pta Committee Report printable pdf download

COMMITTEE REPORT

Please write a committee report for all PTA activities. Attach any detailed information as requested or needed.

Report to be filed with president, secretary, treasurer, historian, auditor, committee chairman and others if requested.

Activity Details

Name of activity ____________________________________ Date held ___________________ Time __________________

)

Location __________________________________________ Approved by PTA membership on:

__________________

(date

Presented in cooperation with (list group, agency or organization) _________________________

Goals _______________________________________________________________________________________

Money to be used for _________________________________________________________________________

Committee Details

Chairman _________________________________________

Secretary ________________________________________

Members (including students) _____________________________________________________________________________

_____________________________________________________________________________________________________

Consultants ___________________________________________________________________________________________

Meetings

Date(s) meetings were held:

(1)__________

(2)__________

(3)__________

(4)__________

(5)__________

Financial Details

Proposed budgeted income $__________

Actual income $__________

Proposed budgeted expense $__________

Actual expense $__________

Net income $__________

Volunteer Details

Number of volunteers needed to conduct activity adequately: __________ Total volunteer hours: __________

Recommendations

r Do again

r Do NOT do again

r Do again, but modify (explain in #11 below)

Report Details.

Attach any detailed information as requested.

1. Was insurance company contacted prior to planning?

r Yes

r No

Was extra coverage required?

r Yes

r No

Cost?_____________

2. Was the Insurance and Loss Prevention Guide reviewed prior to event?

r Yes

r No

3. Was a written contract required?

r Yes

r No

Association approval? r Yes

r No

Signed by president and one elected officer?

r Yes

r No

4. Was the timing of the activity appropriate?

r Yes

r No

If not, suggest more appropriate date(s): _________________________________________

5. Attach a detailed timeline to report.

6. Were there any special requirements?

r Yes

r No

Explain:____________________________________________________________________________________________

7. How was activity publicized? ____________________________________________________________________________

Attach any articles or fliers

8. Specify equipment needs:

______________________________________________________________________________

9. Special contacts/contact information (Speakers, judges, service providers): ________________________________________

10. Attach a detailed financial report. Attach copies of all inventory reports and cash verification forms for auditor.

11. Additional comments: __________________________________________________________________________________

__________________________________________________________________________________________________

NOTE

The California State PTA strongly suggests that any fundraiser be audited immediately if a large amount of monies was raised.

Prepared by______________________________________________________________

Date ___________________

Report due 30 days after completion of activity.

California State PTA Toolkit – 2013

321

Pta Committee Report

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