Staff Funding Allocations, Ordering & Reimbursement

Staff Funding Allocations, Ordering & Reimbursement
Your Info:
Your Name*

First NameLast Name
Your CVS Email*
example@example.com
PURPOSE & PROCEDURE
Every year, Cherokee staff is allocated funds for the purchase of items to support/enhance student academic learning, leadership/behavior, and/or social-emotional growth.

In order to help simplify, navigate, and streamline the process, the updated system/Jotform will house all the needed directions, information, and request forms in one place.

All staff will follow the process indicated below to make a purchase. If you do not have monies indicated on the Excel document and need to make a purchase, reach out to Yvette.

If you have any questions regarding a purchase or the process, please reach out to Yvette or Lynn.
Purchasing Options

There are 2 purchasing options available:
- Individual Staff Makes Purchase - You make the purchase on your own by paying "out-of-pocket" and seek reimbursement by submitting a receipt.
- Cherokee Makes Purchase - You complete a request for Yvette to purchase the item from Amazon/School Specialty/Office Max/Staples using building funds (most of the time the school pricing is discounted).
Indicate how the purchase will be/was made:*

Out-of-pocket/On my own (requesting reimbursement & will submit receipt)Cherokee (via Yvette) through Amazon, School Specialty, Office Max, Staples (no receipt is needed to verify purchase)

Your are Requesting that Cherokee (via Yvette) Makes a Purchase on Your Behalf
COMPLETE THE FOLLOWING 4 QUESTIONS IF YOU ARE REQUESTING THE PURCHASE OF ONLY 1 ITEM:
What item are you requesting?
Where can the item be found? Include a link for reference/purchase:
How many total items do you need ordered? (Think: How many do I need in total regardless of how many pieces may be in a package?)
What is the estimated cost for this purchase?
FILL IN THE TABLE BELOW IF YOU ARE REQUESTING THE PURCHASE OF MULTIPLE ITEMS:

	Item Requested	Quantity	Cost	Link to item
Item 1
Item 2
Item 3
Item 4
Item 5
Item 6
Item 7
Item 8
Item 9
Item 10
Item 11
Item 12
Item 13
Item 14
Item 15
Item 16
Item 17
Item 18
Item 19
Item 20

Funding Options:

Staff members may have access to 1 or 2 funding options:
- PTO Allocated Monies: These funds were allocated in the PTO budget at the start of the school year.
- Cherokee Allocated Monies: These funds have been reallocated to classroom teachers for the purchase of student/classroom items/resources/supplies that may be needed to support student learning for the remainder of the school year.
Note: Reimbursement can be submitted for classroom items purchased earlier in the school year as long as you have the receipt.
Next Steps:
1. Once you select which fund you are using and hit “submit” on the JotForm, you will be automatically redirected to the appropriate, district-required form.
2. Complete the district's form and print the form on goldenrod paper.
3. REGARDLESS OF WHICH FORM YOU COMPLETE – ALL COMPLETED FORMS (and receipt if you are seeking reimbursement) WILL BE GIVEN TO Yvette.
4. Yvette will submit all PTO requests on behalf of our staff and staff will no longer give their request directly to PTO.
5. Yvette will update the Excel document so you know what monies are still available.
6. It is HIGHLY suggested monies (especially PTO) are used sooner rather than later.
7. The LAST DAY to submit requests/reimbursement is MAY 6th. Remember, you can seek reimbursement for items purchased earlier in the school year if you still have the receipt.
Indicate which funding source will be used?*

PTO AllocationCherokee Allocation (Click if SUBMITTING RECEIPTS)Cherokee Allocation (Click if YVETTE is ORDERING FOR YOU)
Should be Empty:

Staff Funding Allocations, Ordering & Reimbursement

Your Info:

PURPOSE & PROCEDURE

Your are Requesting that Cherokee (via Yvette) Makes a Purchase on Your Behalf