HomeMy WebLinkAbout2017-028-E Arts - Phillips Middle School - Fall 2016 Arts Grant Agreement DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9 C a r
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ORANGE COUNTY ARTS COMMISSION " _'
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FALI 2016 GRANT AGREEMENT
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THIS AGREEMENT, entered into this 17 day of January, 2017, by and between Orange County
("County"), by and through the Orange County Arts Commission ("Arts Commission") and
Phillips Middle School PTSA ("Grant Recipient").
WHEREAS, the Arts Commission is a countywide arts agency that ensures the growth of
local arts experiences by providing funding and support for diverse high quality programs and
projects.
WHEREAS, the Arts Commission administers the Spring and Fall Arts Grants Program
to provide economic opportunities to Orange County artists and non-profit organizations
coordinating arts projects benefiting the citizens of Orange County.
WHEREAS, the Spring Arts Grants Program is supported by Arts Commission with
funds from the Grassroots Program of the North Carolina Arts Council, an agency of the
Department of Cultural Resources and the National Endowment for the Arts.
WHEREAS, the Grant Recipient was selected by the Arts Commission to receive the
Spring Arts Grant through the procedures duly adopted by the Arts Commission; and
WHEREAS, both parties wish to promote and maintain the integrity and clarity of the
Grant Recipient's ideas and statements and delineate the Grant Recipient's obligations to the
County;
NOW, THEREFORE, the County and the Grant Recipient, for the consideration and
under the conditions hereinafter set forth, agree as follows:
1. Approved Grant Project. Grant funds are provided under this Agreement for the project
("Project") described in the Grant Recipient's Grant Application, attached hereto and
incorporated herein as Exhibit A.
2. Grant Award. Grant funds in an amount not to exceed one thousand dollars ($ 1000.00)
have been awarded by the Arts Commission to the Grant Recipient for the approved
Project. These funds must be matched at least dollar-for-dollar with cash from the Grant
Recipient's funds not derived from either Orange County appropriations or the North
Carolina Arts Council.
3. Contingency. This grant is contingent on North Carolina Arts Council Grassroots
Program funding to the Arts Commission. Final decisions on Grassroots Program funds
to the North Carolina Arts Council are subject to approval by the North Carolina General
Assembly.
4. Responsibilities of the Grant Recipient
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Revised January 2017
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
A. Implementation. The Project implementation shall take place between January 1,
2017 and December 31, 2017. The Project shall be implemented in the manner
described in Exhibit A. Time is of the essence in the implementation of the
Project.
B. Modifications to project. Grant Recipient shall present major changes to the
original proposal, including but not limited to changes in design, implementation
schedule and increase in Project budget by more than 10%, in writing to the Arts
Commission for approval. Arts Commission shall approve or disapprove Grant
Recipient's request for modifications within seven (7) days of receipt thereof
Consent to project modifications shall not be unreasonably withheld. Arts
Commission's decisions shall be in writing. In the event the Arts Commission
fails to approve or disapprove the requested modifications within the time stated
herein, the modifications shall be deemed approved.
C. Non—assignment. The grant cannot be assigned or transferred to a different project
or artist without prior written approval of the Arts Commission.
D. Records. Grant Recipient must maintain records and other evidence pertaining
to costs incurred and revenues acquired during the Project implementation. Grant
Recipient shall maintain financial records pertaining to the Project for three (3)
years from the date of this Agreement, in case of audit.
E. Use of Funds. Grant Recipient shall not use the grant funds to repay outstanding
taxes or other debts of any nature. The grants shall be utilized solely for the
purpose of implementing the Project and Project related expenses.
F. Final Report. Grant Recipient shall submit to the Arts Commission a Final Report
on January 12, 2018. The Final Report shall be in the format required by the
North Carolina Arts Council. Failure to submit the Final Report or late
submission of the Final Report, for any reason, shall be grounds for denial and/or
cancellation of grant funds for the Project and future grant proposals.
5. Responsibilities of the Arts Commission
A. Payment. The Arts Commission shall release the grant funds in the amount of
$1000.00 to the Grant Recipient.
6. Publicity
A. Acknowledgement. Credit must be given to the Orange County Arts
Commission and/or the North Carolina Arts Council using the proper logo(s)
and credit line in brochures, news releases, programs, and all other printed and
online publications. Copies of such printed materials must accompany the
evaluation report. Official Orange County Arts Commission and North Carolina
Arts Council logos may be downloaded at www.artsorange.org/grantee-resources
and may not be altered in any way. When no printed information is used, verbal
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Revised January 2017
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
credit shall be given. In addition, all print and promotional material must include
the following credit line and logo(s) (check all that apply):
i. x County Funds Only. Orange County Arts Commission logo required.
Credit line: "This program is supported by the Orange County Arts
Commission. "
ii. North Carolina Arts Council Funding. The Orange County Arts
Commission and the North Carolina Arts Council logos are required. Credit
line: "This program is supported by the Orange County Arts Commission
through the N.C. Arts Council, a division of the Department of Natural and
Cultural Resources. "
B. The Grant Recipient must enter all events, exhibits and performances open to the
public and related to this grant award on the ExploreChapelHillARTS.com
website and display Orange County Arts Commission publicity materials
(postcards, brochures, etc.) prominently and consistently at their venue or
performance space. In addition, the Grant Recipient must add a link to the
www.artsorange.org (Orange County Arts Commission logo preferred) to their
main webpage.
7. Indemnity. The Grant Recipient agrees to indemnify and hold harmless the County, the
Arts Commission and the North Carolina Arts Council and their officers and employees
from any and all claims or actual injury, damage or loss to a person, or real or personal
property that results from or is in any way connected to the use of the grant funds.
8. Independent Contractor. The Grant Recipient is an independent contractor and not an
employee, agent or other representative of the County and/or the Arts Commission.
Nothing contained in this Agreement shall be construed to create the relationship of
principal and agent, or employer and employee, between Grant Recipient and Arts
Commission or Orange County Government. Grant Recipient understands and agrees
that he/she is not authorized to incur any expenses or any liability whatsoever on behalf
of the County or the Arts Commission and has no authority, expressed or implied, to
obligate or make representations on behalf of the County or the Arts Commission. In
addition, Grant Recipient agrees to maintain his or her own worker's compensation
insurance for himself/herself and his or her employees for the duration of the art work's
installation.
9. Termination
A. In the event of any of the circumstances set forth below (hereinafter referred to as
"default"), the Arts Commission may immediately terminate this Agreement:
(i) Any fraudulent representation in any verification required to obtain
payment under this Agreement or other dishonesty on a material matter
relating to the performance of services under this Agreement.
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Revised January 2017
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
(ii) Nonperformance, incomplete service or performance, or failure to
satisfactorily perform any part of the Project or to comply with any
provision of this Agreement, as determined by the Arts Commission in its
sole discretion.
(iii) Failure to adhere to the terms of applicable county, state or federal laws,
regulations, or stated public policy.
B. In the event of default by the Grant Recipient, the Arts Commission has the
discretion to elect to terminate this Agreement, in whole or in part and/or require
the Grant Recipient to repay the grant funds within seven (7) from written notice
of default or allow the grant recipient the opportunity to cure the default. This
clause shall not be interpreted to limit the County's or the Arts Commission's
remedies in law or in equity.
10. Miscellaneous.
A. Entire Agreement. This Agreement and the attachments contain the final and
entire understanding of the parties with respect to the subject matter of this
Agreement. All modifications and amendments to this Agreement shall be in
writing. This Agreement shall be binding upon the parties, their heirs, successors
and assigns.
B. Governing Law. Both parties agree that this Agreement shall be governed by the
laws of the State of North Carolina. Provider shall at all times remain in
compliance with all applicable local, state, and federal laws, rules, and regulations
including but not limited to all state and federal anti-discrimination laws, policies,
rules, and regulations and the Orange County Anti-Discrimination Policy. Any
violation of this requirement is a breach of this Agreement and County may
immediately terminate this Agreement without further obligation on the part of
the County. This paragraph is not intended to limit and does not limit the
definition of breach to discrimination. By executing this Agreement Provider
affirms that Provider is and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes. By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of
any agent or subcontractor, on the list created by the State Treasurer pursuant to
G.S. 147-86.58.
C. Entire Agreement and Signatures. The parties have read this Agreement and agree
to be bound by all of its terms, and further agree that it constitutes the complete
and exclusive statement of the Agreement between the parties unless and until
modified in writing and signed by the parties. This Agreement together with any
amendments or modifications may be executed electronically. All electronic
signatures affixed hereto evidence the intent of the Parties to comply with Article
1 1A and Article 40 of North Carolina General Statute Chapter 66.
[SIGNATURE PAGE TO FOLLOW]
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DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
IN WITNESS WHEREOF, the Orange County and the Grant Recipient have signed this Grant
Agreement, effective on the last date this Agreement is signed by both parties as indicated by the
dates set forth under signatures below.
For and on behalf of the Grant Recipient
DocuSigned by:
z'be t' dsby,President Date
For and on behalf of Orange County Government
livaaDocuSigned by:
bokkut t rst i
itBH tmrnersley, County Manager Date
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Revised January 2017
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
I1
FALL 2016
ARTS IN EDUCATION GRANT
ORANGE COUNTY ARTS
COMMISSION APPLICATION FORM
1. APPLICANT INFORMATION
Applicant Name 12 1('I I2c M idak-Sct o I Ks
Mailing Address 2O& Acs or, atapa T it, N '
Daytime Phone 11 v` . -t2'61 • it 65 Email Address CS.Imo( i((I ca cl j fra - c-eseev"
Web site, c A C .k12•UlC 115 t41 (f (p 3 (72(1?5 (1dfi
C � � �SDUNS Number 241-
2. PROJECT DIRECTOR INFORMATION ba�- L� p �' otat
Project Director Name 06-6/7 " t7`` Title WI& X 01' w d f
Home Address: t 2■ e -U�5 Dv. 0"-a(P ? l ` (I,t J c. �5(a—
Daytime Phone q( I- a-Le 5 'CMG' Evening Phone t V? q (? • �L
Email S I K0'100140 0_660A-- DUNS Number 11/0"--
3. GRANT REQUEST SUMMARY
Arts Program Grant Request $ I I D 00- 0t' Total Cash Match $ 1 0 5O,Ob
Total Organizational Budget Past Year 1d5, ()°
(Including PTSA/Cultural Current Year `Z t S 3 0. o 0
Enrichment/Arts Program) Projected for Next Year 4 2 60, 00
Summary Statement for Proposed Uses of Arts Program Grant: P1i I lip M t ri(e. s c I IAA
E i l l use. 41,Le,5Irete '02 fupt- L c i.0,04. L ?S i—CCS (Foy- -rub po mm `o
° Uv j 0 1 0 r Ukotory e icecui 2/ ) )1 J- v017",To2i) rA,s,
(6030) fr 4, ►. g 4f ') 1.6,k;t1 9 fq- k f3 cast 12sb) Ot6
4. NARRATIVE
Write a description (no more than three pages,single spaced)that describes the following under
separate subheadings:
• School profile—a brief overview of population and services.
• School's arts programs—a brief list.
• Proposed uses of grant funds—description, including location, date, artists involved. Include
information concerning whether you have undertaken similar activities in the past. Include
approximate number of audience per program;geography of audience; mix of race, ethnicity,
age, and gender. Discuss how arts program will be integrated into the curriculum.
919.245.2335 ( 200 S.Cameron Street,Hillsborough, NC 27278 ( www.artsorange.org
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DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
5. APPLICATION CHECKLIST (in this order;do not staple, bind,or put into individual folders)
One copy:1 sided,81/2"x11", white paper
❑ Application Form, including signatures
❑ Narrative
❑ Budget Sheet
❑ Itemized Budget(if necessary)
❑ Resumes of key artists and administrators involved in grant funded program(s)
❑ Organizational Budget for current AND past two fiscal years
❑ Artist contact list, including names, address, phone numbers,and email (if applicable)of all
artists involved in grant funded activities
❑ Staff roster of all school art&music teachers with position title(s).
❑ Board contact list, including names,address, phone numbers,and email (if applicable)of
organization's board of directors
❑ Copy of IRS Tax Exemption Letter, if private school
❑ Sample programs, press,or other materials from this or similar past programs
❑ Sample work by artist(labeled with artists' name,title of work,date of work) produced in the
last three years:
o Visual artists: CD, DVD,or high resolution photographs(5-10 images). Clearly label each
piece with dimensions and media and indicate top of image
o Dance or theater artist: CD or DVD,or link to high-quality online video(3-5 minutes)
o Music and spoken word: CD, MP3 or link to high-quality online video (3-5 minutes)
o Literary arts: Manuscript(10-15 pages)submitted by.pdf or hard copy
6. SIGNATURES
Typed or Printed Name-Project Director: Cri qrt(tt Sot è-z _
Signature of Project Director Date
Typed or Printed Name-Authorizing Official: -ZA h-9'\ (4kls
1 fr vi9 t2-9 I i
Signature of Autho 9 g Official Date
919.245.2335 1 200 S.Cameron Street,Hillsborough, NC 27278 1 www,artsorange.org
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
Narrative
School Profile
The doors opened at Phillips Middle School in 1963, so Phillips is the oldest middle
school in Chapel Hill and celebrated its 50th anniversary three years ago. Phillips is a
neighborhood school, with many students from the surrounding homes walking or riding
bikes to school. The enrollment at Phillips is 651 children, serving 6th to 8th grade
students. The school offers the core curriculum classes with students in each grade
having two electives per semester. A sample of these electives includes foreign
languages such as Spanish, French, Latin and this year Advanced Mandarin; Exploring
Life Skills; Exploring Family and Consumer Sciences; Video Production; Ceramics and
Sculpture; Visual Arts; Band and Orchestra. The school also offers programs in
Exceptional Education, Gifted Education and English as a Second Language.
Phillips has a diverse racial composition: White (51%), Asian (19%), Black (12%),
Hispanic (10%), Multi-Racial (7%) and American Indian/Alaskan Native (<1%)
School Arts Programs
The PTSA Cultural Enrichment Committee promotes the cultural arts in education by
bringing a variety of professional artists to perform at our school. During the 2015-2016
school year, the students enjoyed the following performances:
Minas: Brazilian Adventure, 6th 7th and 8th graders. This duo, comprised of two UNC
School of the Arts graduates, performed an interactive show about the culture and
music of Brazil. Their performance included guitars, percussion and vocals. Students
participated through learning words and singing songs in Portuguese, playing samba
drums and a Q&A session.
www.minasmusic.com
The Beast: Sankofa, 8th graders. Led by Professor Pierce Freelon, hip-hop and jazz
quartet The Beast told the history of African American music through an interactive
performance that included original songs as well as standards from the spiritual, blues,
jazz and hip-hop cannon. The Beast introduced students to a revolutionary new style of
music while playing homage to the musicians who came before them.
www.thebeastmusic.corn
NC Opera: Where Have I Heard That Before? 6th, 7th graders. Singers from the North
Carolina Opera performed an interactive show that illustrated how opera permeates
contemporary music. Traditional American weddings, radio advertisements and even
Bugs Bunny cartoons borrow some of their most recognizable tunes from opera.
www.ncopera.org
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
The support for the arts is alive and well at Phillips Middle School. The PTSA provides
additional financial support to the band, orchestra and arts programs. PTSA money is
used for much-needed items such as band instruments, music, stands and art supplies.
The PTSA also organizes and promotes fundraising activities for the school community
in conjunction with the scheduled music performances by the band and orchestra to
provide additional funding to these successful programs.
Visual Arts at Phillips this year is focused on creating a gallery space in which student
artwork hangs in frames in a series of hallways. The framed work as well as other work
on the walls is being used as a springboard to communicate about art, media and
techniques, subject matter, and choices that artists make. The AVID (Advancement Via
Individual Determination) classes regularly use these works as writing prompts. The
gallery is still a work in progress and will continue to expand and improve throughout the
coming years. The other focus in the Visual Arts this year is to incorporate more
technology use in the arts and to create digital art. Eighth graders have done work with
an online color wheel to learn about color theory and they will be creating a digital
surrealist and/or cubist work in the near future. The projects such as landscaping,
perspective, portraiture, sculptures and pottery continue to be the crux of the art
program at Phillips. This year, the "Visual Journal class" (part of the new enrichment
sessions offered at Phillips)* will go to downtown Chapel Hill and to the Ackland in
December for a "Then and Now"tour where students look at the history of Chapel Hill
and its art.
This year the Phillips Orchestra program has 152 students in five classes which meet
daily for 47 minutes. Students who cannot afford an instrument are provided a school
instrument purchased through donations or through SKAJAJA, a local organization that
helps fund programs benefitting students in need. Last year, the eighth grade orchestra
performed at the NC annual NC Awards in November where six North Carolina
residents were recipients of the highest honor given to civilians by the state in the area
of arts and in public service. In October of last year, Banda Magda, a multicultural music
ensemble, joined the Phillips Orchestra for a three-day Artist in Residence program and
performed a combined concert. Students were exposed to Grammy award-winning
professional musicians and gained knowledge of a different style of music based on
Latin groove rhythms. Banda Magda will be coming back to Phillips this year in February
for another residency. Additionally, students received straight superior ratings at the
state orchestra contest last year and received the highest score in sight reading of any
orchestra in attendance at the event. Sixteen Phillips orchestra students auditioned and
Ir
were accepted into the Junior Eastern Regional All State Orchestra last year.
The Phillips band program got a new director last year, Ashley Sample, after our long-
time director Jane Cutchin retired. The school could not be more pleased with Mr.
Sample and the work he has done to keep the band program thriving. The band
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
program serves approximately 140 students this year, which is almost 25% of the
student population. The bands perform public concerts anywhere from two to five times
per year. Phillips band students regularly compete at local and regional competitions
and earn placement each year in the County, District and State Honor Bands. The band
program regularly participates in the North Carolina Music Performance Adjudication
where they have earned consistent Superior ratings since 1994. They have
also participated in the Carowinds Music festival where they also received Superior
ratings. It is the goal of the band director to provide instruments for all students with the
desire to learn that might not be able to afford an instrument. Students receive 47
minutes of instruction daily and as with orchestra, the retention rate from grade to grade
is very high. New additions to the band program this year include opportunities to
participate in a jazz band and chamber ensembles.
*Some examples of art-related FIT (Falcons in Training, a new enrichment program at
Phillips) sessions:
Music Composition 101 Have you ever wanted to write your own music but did not
know how? Together, we will explore the building blocks of music composition: melody,
rhythm and harmony. As a culminating project, we will write a song for chorus, band or
orchestra.
In Tune with Music In Tune with Music has students read articles from In Tune
magazine giving young musicians essential insights into a wide variety of musical
genres, instruments and technology. It explores the music they are passionate about
and explains in the simplest terms how it is made, learned, performed, recorded, and
distributed.
Crystal Clear Shakespeare Students will read Shakespeare's Twelfth Night in the
original Elizabethan English and analyze the plot and characters, as well as the Bard's
poetry. Students will read the play aloud with each reader assigned a part from the play.
The film version of the play will accompany our reading and we'll cap the project with a
field trip to Playmaker's Theater on the campus of UNC to see a live production of this
uproarious comedy.
Let the Lyrics Lead Us! Poetry is the language of the soul and the pulse of the
movement. Learn how to project your present inner voice through an analysis of how
historical lyrics have reflected and impacted our society.
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
Proposed Uses of Grant Funds
The Phillips PTSA Cultural Enrichment Committee plans to use the grant to pay a
portion of the artists'fees for three performances during the 2017 calendar year. These
performances include:
ii
Friday, Feb. 17: NC Youth Tap Ensemble (6th, 7th and 8th graders): $825. Attendance
population approximately 651 students.
Fall 2017 (date TBD): The Beast: Sankofa (8th graders): $1,250. Attendance
population approximately 226 students.
All single-grade performances will take place in the auditorium at the school during the
regular school day, to best utilize the students' time and the committee's budget.
All-grade performances take place in the gymnasium.
The dancers of the NCYTE engage students with a dynamic, educational and inspiring
program featuring rhythmic dance from a variety of genres as well as some drumming
and singing. NCYTE performances include brief stories about the history of tap dance
and information about a variety of styles of rhythmic dance. It is powerful for students to
see kids their own age, and even Phillips alumni, performing on stage. The attendees
represent the cultural diversity of the school with an approximate 51% to 49% male to
female ratio.
www.ncyte.org/media/video
Fall 2017: The Beast: Sankofa will perform its show in the fall for eighth graders. We
had the Beast perform in 2015 and 2016 and the show is one of the best performances
the school has hosted. Led by Professor Pierce Freelon, hip-hop and jazz quartet The
Beast weaves the story of African American music into an interactive performance. The
students respond incredibly to Freelon and he imparts a powerful message of respect,
integrity. The attendees represent the cultural diversity of the school with an
approximate 51% to 49% male to female ratio.
ft://www.thebeaftusic.corn!
There are videos embedded under"Education."
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
I // FALL 2016
;6,
ARTS IN EDUCATION GRANT
ORANGE COUNTY ARTS BUDGET SHEET
COMMISSION
FINANCIAL INFORMATION
Please provide a projected budget for your proposed project utilizing the format below.
PROJECT EXPENSES
Grant Amount + Applicant = Total Expense
Requested Cash Match
A Personnel
Administrative staff
Artistic staff
Technical/Production staff
B Outside Fees and Services F
Artistic contracts 000, /2°
( g0,00 a zI 060,00
Other contracts:
C Space Rental
D Travel
E Marketing
F Remaining Project Expenses
G Total Cash Expenses 4 j I OOP. DO ri 0 56 00 X21 0 SO,0(7
PROJECT INCOME Cash Income
A Admissions
B Contracted Services Revenue
C Other Revenue(specify)
D Private Support
Corporate support
Foundation support
Other private support
E Government Support
Federal
State/regional (not including this request)
Local (not including this request)
F Applicant Cash (! 60
G Grant Amount Requested in this application , ( � DO a• DO
H Total Cash Income l 2-i LAO,OD
(must equal Total Cash Expenses, Item G above)
919 245.2335 1 200 S.Cameron Street,Hillsborough, NC 27278 I vwvw.artsorange.org
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
Guy B. Phillips Middle School PTSA Budget Report
2016-2017
i
Budget Total Budget
Cash Balance Forward $ 18,348.82
Income
Administration
Donation Income $ 1,000.00 $ 1,000.00
Grant Income 1,000.00 1,000.00
Membership Dues Income-Local Portion 1,500.00 1,500.00
Iv
NC Sales Tax Refund 400.00 400.00
PTA Thrift Shop Income 100.00 100.00
School Directory Income 400.00 400.00
Fundraisers
Fall Fundraiser 15,000.00
Fall Fundraiser Income 15,000.00 :
Merchant Fundraising 2,000.00
Merchant Fundraising:Amazon Smiles Program 25.00
Merchant Fundraising:Box Tops 400.00
Merchant Fundraising:Harris Teeter VIC Card 1,075.00
Merchant Fundraising:Spirit Events 500.00
Walk for Education 3,500.00
Walk for Education 3,500.00
Programs
Events 2,100.00 -
Events:8th Grade Dance Income 2,000.00 _
Events:Back to School Bash Income 100.00
Non-Unit Income
Media Center-Scholastic Book Fair Income 2,000.00 2,000.00
Membership Dues-National/State Income 1,000.00 1,000.00
Total Income $ 30,000.00
Expense
Administration
Assistant Principal Discretionary $ 250.00 $ 250.00
Bank Charges 55.00 55.00
Board Discretionary 400.00 400.00
Building Maintenance 200.00 200.00
Chapel Hill PTA Council Dues 75.00 75.00
Hospitality 1,250.00 1,250.00
Insurance Expense 330.00 330.00
Landscaping 200.00 200.00
Principal Discretionary 400.00 400.00
School Directory 400.00 400.00
Treasurer Expense 200.00 200.00
Yearbook 200.00 200.00
Fundraisers
!'
Fall Fundraiser 200.00
Fall Fundraiser Expense 200.00
Merchant Fundraising 75.00
Merchant Fundraising Expenses 75.00
Walk for Education 200.00
11/20/2016 7:45 AM Page 1 of 3
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DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9 Budget Report
Guy B. Phillips Middle School PTSA
2016-2017 r
is
Budget Total Budget i;
Walk for Education Expenses 200.00 1,
Programs
Academic Teams 1,200.00
Academic Teams:Battle of the Books 300.00
Academic Teams:Math Counts 300.00
Academic Teams:Science Olympiads 300.00
Acadmic Teams:Robotics 300.00
Art 700.00
Art 700.00
Band 700.00
Band 700.00
Cultural Enrichment 2,830.00
Cultural Enrichment 2,830.00
ESL 400.00
ESL 400.00
Events 3,050.00 -
Events:8th Grade Dance Expenses 2,000.00
Events:8th Grade Graduation 1,000.00
Events:Back to School Bash 50.00
Faculty Book Club 250.00
Faculty Book Club 250.00
Family/Consumer Science 500.00
Family/Consumer Science 500.00
GROW: House Program 300.00
GROW: House Program 300.00
Information Technology 5,000.00
Information Technology 500.00
Technology Special Purchase 4,500.00
Media Center 1,000.00
Media Center 1,000.00
Orchestra 700.00
Orchestra 700.00
PBIS/SOAR 1,100.00
PBIS/SOAR 500.00
PBSS 500.00
Peer Buddy Program 100.00
Pre-College/AVID 200.00
Pre-College/AVID 200.00
Student Welfare 1,600.00
Student Welfare: Counseling Department 400.00
Student Welfare:Nurse 200.00
Student Welfare:Social Worker 1,000.00
Teacher Discretionary 7,500.00
Teacher Discretionary: Alexander,Lynda 150.00
i
Teacher Discretionary: Lee,Wendy 150.00 F
Teacher Discretionary:Baldwin, Friecka 150.00 r
Teacher Discretionary:Baruch,Edward 150.00
Teacher Discretionary:Bedell,Bob 150.00
Teacher Discretionary:Bennett,Lisa 150.00
Teacher Discretionary:Beyle,Jon 150.00
Teacher Discretionary:Brumley,Jeane 150.00
Teacher Discretionary:Campbell,Becky 150.00
Teacher Discretionary:Carlos,Jonathan 150.00
Teacher Discretionary:Caryn Rossi 60.00
Teacher Discretionary:Chappell,Miles 150.00
11/20/2016 7:45 AM Page 2 of 3
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9 Budget Report
Guy B. Phillips Middle School PTSA
2016-2017
Budget Total Budget
Teacher Discretionary:Clarke,Lisa 150.00
Teacher Discretionary:Cook, Patrice 150.00
Teacher Discretionary:Crusoe,John 150.00
Teacher Discretionary:Davis-Omburo,Desiree 60.00
Teacher Discretionary:Deinert,Nicole 150.00
Teacher Discretionary:Eaton,Scarlett 150.00
Teacher Discretionary:Ewing,Christine 150.00
Teacher Discretionary:Feathers,Lisa 150.00
Teacher Discretionary:Fioret,Katherine 150.00
Teacher Discretionary:Fisher,Nate 150.00
Teacher Discretionary:Fox,Kelly 150.00
Teacher Discretionary:Friedman,Sarah 150.00
Teacher Discretionary:Gibson,Mei-Yun 150.00
Teacher Discretionary:Grimm,Jill 150.00
Teacher Discretionary:Haake,Mary 150.00
Teacher Discretionary:Haas,Benna 150.00
Teacher Discretionary:Haiducek,Dale 150.00
Teacher Discretionary:Hoffman,Jennifer 60.00
Teacher Discretionary:Lippard,Cathryn 150.00
Teacher Discretionary:McDonnell,Megan 150.00
Teacher Discretionary:Mejer,Jessica 150.00 _
Teacher Discretionary:Miller,Suzanne 150.00
Teacher Discretionary:Namkung,Elizabeth 150.00
Teacher Discretionary:Rape,Sammy 150.00
Teacher Discretionary:Riley,Danielle 150.00
Teacher Discretionary:Roper,Martin 150.00
Teacher Discretionary:Ryals,Sydney 150.00
Teacher Discretionary:Scheib,Thomas 150.00
Teacher Discretionary:Scott,Jennifer 150.00
Teacher Discretionary:Short,Angela 150.00
Teacher Discretionary:Simmons,Ben 150.00
Teacher Discretionary:Smith,Roy 150.00 -
Teacher Discretionary:Staring,Kevin 150.00
Teacher Discretionary:Tisci,Nicholas 150.00
Teacher Discretionary:Tortorici,Austin 150.00
Teacher Discretionary:Vogan, Kaleigh 150.00
Teacher Discretionary:Walker,Stacey 150.00
Teacher Discretionary:Whittington,Katherine 150.00
Teacher Discretionary:Wulforst,Leigh 150.00
Teacher Discretionary:Young,Dorlicia 60.00
Teacher Discretionary:Zhou,Yanli 60.00
Video Production 700.00
Video Production 700.00
Walk for Education Wish List 3,500.00
Walk for Education Wish List 3,500.00
Non-Unit Expense
Media Center-Scholastic Book Fair Expenses 2,000.00 2,000.00
Membership Dues-National/State Expense 1,000.00 1,000.00
Total Expense $ 38,665.00
Total Balance
$ 9,683.82
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11/20/2016 7:45 AM Page 3 of 3
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
Updated Budget Approved 2015-2016 Final PTSA Budget
at Oct. 19, 2015 Meeting
Budget Total Budget
Cash Balance Forward
Checking 10,500
Savings 10,289.49
Income
Administration
Donation Income 2,000.00
Grant Income 1,000.00
Grant Income:PTA Thrift Shop Music Grant 4,500.00
(Actual grant value=$4,000. Reflected in Expenes.)
Membership Dues Income-Local Portion 1,500.00
NC Sales Tax Refund 200.00
PTA Thrift Shop Income(Actual!Income$3,690.91) 100.00
(See notes)
School Directory Income 500.00
Fundraisers
Fall Fundraiser 10,000.00
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Merchant Fundraising 2,000.00
Merchant Fundraising:Box Tops 400.00
Merchant Fundraising:Brueggers 550.00
Merchant Fundraising:Harris 1,000.00
Teeter VIC Card
Merchant Fundraising:Weaver 50.00
Street Market,Misc ,
L
Walk for Education 3,500.00
1
Programs
Events 2,100.00
Events:8th Grade Dance Income 2,000.00
Events: Back to School Bash 100.00
Income
Non-Unit Income
Media Center-Scholastic Book Fair 2,000.00
Membership Dues-National/State Income 1,000.00
Total Income $ 30,400.00
Total Income Plus Checking $ 40,900.00
Linda Gilchrist
PTSA Treasurer November 4, 2015
I..
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
Updated Budget Approved 2015-2016 Final PTSA Budget
at Oct. 19, 2015 Meeting
Expense
Administration
Assistant Principal Discretionary 250.00
Bank Charges 70.00
*Board Discretionary(Increased$500): 900.00
is
Building Maintenance 200.00
Chapel Hill PTA Council Dues 75.00
Grant:PTA Thrift Shop Music Grant Expense(Fteduced$500) 4,000.00
*Hospitality(Increased$200) 1,700.00
Insurance Expense 330.00
Landscaping 200.00
Principal Discretionary 400.00
School Directory 500.00
Treasurer Expense 200.00
Yearbook 200.00
Fundraisers
Fall Fundraiser 400.00
Merchant Fundraising 20.00 E
Walk for Education 200.00
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F
F
E
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F
Linda Gilchrist
PTSA Treasurer November 4, 2015
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
Updated Budget Approved 205_ 6
1 2 1 Final PTSA Budget
0
at Oct. 19, 2015 Meeting
Programs
Art 700.00
Band 700.00
Cultural Enrichment 2,725.00
ESL 400.00
Events 2,550.00
Events:8th Grade Dance 2,000.00
Events:8th Grade Graduation 500.00
Events:Back to School Bash 50.00
Faculty Book Club 250.00
Family/Consumer Science 500.00
GROW:House Program 300.00
Information Technology 500.00
Media Center 1,300.00
NC Junior Honors Society 100.00
Orchestra 700.00
*PBIS/SOAR(New Line Item) 500.00
Pre-College/AVID 200.00
Reading 300.00
Student Welfare 1,600.00
Student Welfare:Counseling 400.00
Department
Student Welfare: Nurse 200.00
Student Welfare:Social Worker 1,000.00
*Teacher Discretionary(FT returned to 2014/2015 level of$150 for FT. Total$1,200) 7,630.00
Video Production 700.00
*Walk for Education Wish List(Increased$1,200) 4,700.00
Non-Unit Expense
Media Center-Scholastic Book Fair Expenses 2,000.00
Membership Dues-National/State Expense 1,000.00
Total Expense $ 39,000.00
Carry over funds for 2016-2017 $5,000.00
* PTSA Membership Quorum voted to increase
budget expense areas to distribute PTA Thriftshop Grant
Increase TDF-$1,200;WFE Wishlist-$1,200; Board Disc.-$500
Hospitality-$200
Added PBIS/SOAR Line Item $500
Linda Gilchrist
PTSA Treasurer November 4, 2015
jy
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
2014-2015 Phillips PTSA Budget
Budget Total Budget
Cash Balance Forward-Checking Account* 13,920.00
Income
I??
Administration
Donation Income 2,000.00 2,000.00
Membership Dues Income-Local Portion 1,350.00 1,350.00
NC Sales Tax Refund 200.00 200.00
School Directory Income 250.00 250.00
Fundraisers
Fall Fundraiser 10,000.00
Fall Fundraiser 10,000.00
Merchant Fundraising 1,950.00
Merchant Fundraising:Box Tops 200.00
Merchant Fundraising:Brueggers 550.00
Merchant Fundraising:Harris Teeter VIC Card 1,000.00
Merchant Fundraising:Target 200.00
Walk for Education 3,500.00
Walk for Education 3,500.00
Programs
Events 2,150.00
Events:8th Grade Dance Income 2,000.00
Events:Back to School Bash income 150.00
Non-Unit Income
Membership Dues-National/State Income 900.00 900.00
Total Income $ 22,300.00
Cash Balance Forward*Plus Total Income for 2014-2015 $ 36,220.00
Expense
Administration
Assistant Principal Discretionary 250.00 250.00
Bank Charges 150.00 150.00
Board Discretionary 889.00 889.00
Building Maintenance 500.00 500.00
Chapel Hill PTA Council Dues 75.00 75.00
Hospitality 1,300.00 1,300.00
Insurance Expense 300.00 300.00
Landscaping 750.00 750.00
Principal Discretionary 400.00 400.00
School Directory 250.00 250.00
Treasurer Expense 200.00 200.00
Yearbook 200.00 200.00
September 12,2014(LAG)
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
2014-2015 Phillips PTSA Budget
Expense-Continued
Fundraisers
Fall Fundraiser 400.00 400.00
Merchant Fundraising 20.00 20.00
Walk for Education 250.00 250.00
Programs
Art 700.00
Art 700.00
Band
700.00
ra
Band 700.00
Cultural Enrichment 2,725.00
Cultural Enrichment 2,725.00
ESL 400.00
ESL 400.00
Events 2,550.00
Events:8th Grade Dance 2,000.00
Events:8th Grade Graduation 500.00
Events:Back to School Bash 50.00
Faculty Book Club 250.00
Faculty Book Club 250.00
Family/Consumer Science 500.00
Family/Consumer Science 500.00
Information Technology 500.00
Information Technology 500.00
Media Center 1,300.00
Media Center 1,300.00
Orchestra 700.00
Orchestra 700.00
Pre-College/AVID 200.00
Pre-College/AVID 200.00
Reading 300.00
Reading 300.00
Special Project 591.00
Special Project:Staff Refrigerator 591.00
Student Welfare 1,600.00
Student Welfare:Counseling Department 400.00
Student Welfare:Nurse 200.00
Student Welfare:Social Worker 1,000.00
Teacher Discretionary 7,170.00
Teacher Discretionary 7,170.00
Video Production 700.00
Video Production 700.00
Walk for Education Wish List 3,500.00
Walk for Education Wish List 3,500.00
Non-Unit Expense
Membership Dues-National/State Expense 900.00 900.00
Total Expense for 2014-2015 School Year $ 31,220.00
Carry Over Funds for 2015-2016 School Year $ 5,000.00
Carry Over Funds plus Total Expense for 2014-2015 $ 36,220.001
September 12,2014(LAG)
DocuSign Envelope ID: 16527E62-848E-428A-BF83-02D57E8435C9
Staff Roster
Ashley Sample - Phillips Middle School Band Director
Anne Daaleman - Phillips Middle School Orchestra Director
Angela Greene - NBPTS Visual Arts Teacher Phillips Middle School
Desiree Davis-Omburn - Phillips Middle School Choral Director
Jonathon Carlos-Frick— Phillips Middle School After-School Drama Club
Tomeka Ward-Satterfield - Phillips Middle School Principal
Phillips PTSA Board
Elizabeth Welsby— President, ewelsby@yahoo.com
Sharon Grabowski —Vice President
Linda Gilchrist—Vice President, lagilchrist@yahoo.com
Sue Sept—Treasurer, suesept@gmail.com
Mary Parry—Secretary, maryswanparry@att.net
Artist Contact List
The Beast: Sankofa, http://www.thebeastmusic.com/education/sankofa/
Stephen Coffman, stephencoffman@gmail.com
NC Youth Tap Ensemble, www.ncyte.org
info@loydartists.com