GRANT PROCEDURES

(Revised 9/2006)

Northshore Council PTSA has worked with the Northshore School District to make some changes to the Grant Procedures. These changes are designed to simplify the process of granting money to schools and/or the District. The biggest change is that it is now permissible to grant money directly to the school for amounts up to $10,000.00

Granting funds to a Northshore school/Northshore School District and allowing them to make the purchase helps to protect the PTA/PTSA from liability. It also removes the PTA/PTSA from responsibility for maintenance of the item.

If items or services purchased by the school or the district cost more than the maximum amount stated in a grant agreement, the granting PTA/PTSA unit is not required to pay the extra cost. The PTA/PTSA may choose to write a new grant agreement to fund the additional cost but is under no obligation to do so. It is advisable to carefully research the cost of items or services, including sales/use tax and shipping/handling, prior to entering into a grant agreement.

PTA/PTSA grants/gifts to schools or the District fall into one of the following four categories:

1) Monetary grants may be made directly to the school for amounts up to $10,000.00

(Use Grant Form A, included) (This is a change from previous procedures.)

2) Monetary grants made to a Northshore School or the Northshore School District for amounts $10,000.00 or greater, require School Board Approval, per Northshore School Board Policy Number 7260(Use Grant Form B, included)

3) Gifts of Items. (use Form C, Hold Harmless Agreement, included)The practice of granting money, not items, to the school or school district is highly preferable because it protects PTA/PTSAs from liability. However, in some exceptional cases, PTA/PTSAs may gift items to schools or the District.

4) PTA/PTSA Scholarships.If your PTA/PTSA has a line item in your budget for Scholarships, Office Managers should make a written request to the PTA/PTSA for a specific number of scholarships (anonymous), and this request should be signed by the principal. Once this request is received, PTA/PTSAs can simply write a check to the school office, as if they were the parent, for the scholarship amount. This includes sports, field trips, Camp Casey, and other programs for which your PTA/PTSA has agreed to offer scholarships. A sample form is provided for your use.

Click here for the grant forms (Form revised 11/07).