PTA Forms & Processes 

Below is a summary of key Davis PTA forms and procedures for Board Members and Committee Chairs.

📘 Looking for more details?
See the Board & Committee Chair Handbook for a full outline of responsibilities, tools, and processes.

🔗 Need a shortcut to everything?
Visit the Committee Chair Quick Links — access is limited to Executive Board and Committee Chairs. (Request access if needed.)

Financial Processes

PTA Plan of Work

Each Committee Chair must complete a Plan of Work in the spring to request funds for the upcoming school year.

📅 Due by mid-April for budget planning.

• Clearly state how the funds will be used.

• Only a brief overview is needed.

• Email completed forms to: ptapresident@davisdolphins.org, ptatreasurer@davisdolphins.org, and your respective Vice President.
  

PTA Financial Forms

• Sales Tax & Use Form

• Check Request Form

• Deposit Form

Submitting for Reimbursement

• Save all receipts.

• Submit a reimbursement form within 30 days of purchase.

• Email forms to ptatreasurer@davisdolphins.org or place in the Treasurer folder in the front office.

Questions? Email: ptatreasurer@davisdolphins.org

Communication Channels

Website Content Updates

• Review your committee’s webpage at the start of the school year.

• Email updates to webmaster@davisdolphins.org. Include:

  • Updated content

  • Relevant deadlines (Digest article, social media post, etc.)

  • Any chair/co-chair changes

  • Personal email addresses for committee distribution lists

• For help with homepage banners, contact vpcommunications@davisdolphins.org

Davis Google Calendar Submissions

• Submit proposed event dates to: calendar@davisdolphins.org

• You’ll receive:

  • A confirmation or

  • A reschedule request with suggested alternatives

• Once approved, your event will appear on:

  • The internal Events Master Calendar

  • The public Davis Google Calendar

Dolphin Digest Newsletter

• Submit content via the Digest & Social Media Submission Form

• Deadline: Friday for the following Wednesday’s issue

• Late or incomplete submissions will roll to the next edition

• All submissions are subject to approval and may be edited

Questions? Email: digest@davisdolphins.org  

Social Media (Facebook, Instagram, Class Dojo)

• Use the Digest & Social Media Submission Form and check “Share on social media”

• No need to submit a separate request if box is checked

• For additional requests, email: socialmedia@davisdolphins.org  

📌 Note: Not all submissions are guaranteed—posts are scheduled by priority and availability.

Student Folder Flyers

• Submit to Harmony Richardson or Melanie Nelson in the front office by Monday for inclusion in Wednesday folders

• Request a current class count if needed

• Flyers must be sorted into labeled piles by teacher

• You may:

  • Print black & white copies at school for free, or

  • Use our 40% Davis PTA discount at Global Printing Solutions

School Signage (Posters/Flyers)

To display signage inside or outside the school, coordinate with:
🎨 Nicole Garry (Art Teacher) — nicole.garry@austinisd.org 

Important Do’s & Don’ts

Outside/Doors
✅ Use painter’s tape to protect paint
❌ Do not cover school door windows (safety hazard)

Inside the School
❌ Do not tape to tinted windows (damages tint)
❌ Do not tape to painted walls
✅ Tape may be used on lower half of walls and on thumbtack strips in hallways when available

PTA Meetings

📅 When: Third Thursday of every other month (Sept, Nov, Jan, March, May)
🕡 Time: 6:30–7:30 PM
📍 Location: Davis Cafeteria

To Present at a Meeting:

• Email ptapresident@davisdolphins.org at least two weeks in advance

• Send slides to ptasecretary@davisdolphins.org