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HomeMy WebLinkAboutPatrons of the Arts Foundation; 2026-07-23; PSALCA-26056CA1 PSALCA-26056CA FISCAL YEAR 2026-27 GRANT AGREEMENT FOR PATRONS OF THE ARTS FOUNDATION This agreement is made on the ________ day of ____________, 2026, by Patrons of the Arts Foundation hereinafter referred to as “Grantee,” and the CITY OF CARLSBAD, California, a municipal corporation, hereinafter referred to as “City” (the “Agreement”). City, as Grantor, agrees to provide Grantee the Grant funds awarded to Grantee during the Fiscal Year 2026-27 Community Arts Grants Program Arts Projects for Arts Organizations in an amount not to exceed Six thousand twenty six dollars and seventy cents ($6,026.70) (“Grant”). The purpose of the Grant is to provide funds to Grantee for the Project outlined in the Agreement Scope (“Agreement Scope”), attached hereto as Exhibit “A.” Project Title: Season of Wonder: Carlsbad's Home for the Holidays The Grant provided herein is comprised of public funds. Therefore, to ensure that the public funds are used for a public purpose, in accordance with the law, the City and Grantee hereby agree to the following terms. TERMS AND CONDITIONS OF GRANT 1. TERM. The term of this Agreement shall mean the period commencing on the execution date of this Agreement and expiring on Oct. 1, 2027. The term of this Agreement may be extended by mutual written agreement of the parties. The parties will prepare a written amendment indicating the effective date and length of extended Agreement. 2. CITY CULTURAL ARTS CONTACTS. Cultural Arts Program Manager Krystal Roa, 442-339-5611, Krystal.Roa@carlsbadca.gov Cultural Arts main line, 442-339-2090, Arts@carlsbadca.gov 3. USE OF COMMUNITY ARTS GRANTS PROCEEDS. 3.1. Grant funds are to be disbursed as outlined in this Agreement in consideration of and on condition that the sum be expended in carrying out the purpose as set forth in the Agreement Scope and under the terms and conditions set forth in this Agreement. Grantee agrees to assume any obligation to furnish any additional funds that may be necessary to complete the Agreement Scope. 3.2. In accordance with the Agreement Scope and the Fiscal Year 2026-27 Community Arts Grants Guidelines (Exhibit “A”), all Grant funds are eligible to be used from Sept. 3, 2026 through Sept. 3, 2027. Any extension of fund use must be requested in writing at least 30 days prior to the end of the Agreement or sooner to allow time for written amendment and approval in writing by City. Extension of Fiscal Year 2026-27 Community Arts Grants funds may render that organization ineligible to apply for or receive additional funds as part of the subsequent Fiscal Year 2027-28 Community Arts Grants cycle. 3.3. All costs accrued for services and/or supplies prior to the execution of Agreement are not eligible for funding or reimbursement with Grant proceeds. 3.4. Eligible and ineligible costs include, but are not limited to, items detailed in the Fiscal Year 2026-27 Community Arts Grants Guidelines, in the section titled “Eligible and Ineligible Costs,” attached hereto as Exhibit “A.” 4. CONDITIONS OF FUNDING AND DISBURSEMENT. 4.1. Definitions. The Parties agree to the following definitions. 4.1.1. “Project” means the work, activities, and deliverables proposed by the Grantee in the Community Arts Grant 2026-2027 application and approved by the Arts Commission, Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 23rd July 2 PSALCA-26056CA as may be further detailed in the Agreement Scope, attached hereto as Exhibit “A.” 4.2. City shall have no obligation to provide the Grant proceeds or to make any subsequent disbursement of Grant proceeds, and may seek reimbursement of Grant proceeds, if any of the following requirements are not fully satisfied: a. Grantee shall use Grant funds to implement the Agreement Scope, including using the Grant funds to cover only expenditures for programs and services incurred during the Agreement Scope dates and under the terms and conditions of this Agreement. b. Grantee shall certify that the Agreement Scope is within Carlsbad city limits or that the Grantee’s main address is within Carlsbad city limits, as specified in the Fiscal Year 2026-27 Community Arts Grants Guidelines. c. Grantee shall complete all work in accordance with Agreement Scope, as soon as possible, but in no case later than thirty (30) calendar days after the Agreement Scope end date or, Oct. 1, 2027, whichever is earlier. Grantee shall notify the City of events or proposed changes that could affect the Agreement Scope. d. The Grantee shall be responsible for the performance of the Agreement Scope as set forth herein, and for the preparation of reports required by this Agreement. e. Before Grantee makes any material changes to the Agreement Scope, Grantee will inform City’s Cultural Arts Manager or designee in writing within ten (10) working days of the decision to implement said change. City may request documentation to support the change, and Grantee agrees to submit to the City, in writing, the proposal requesting modifications to the Agreement Scope. Grantee shall make no material changes to the Agreement Scope unless and until City formally approves the Grantee’s request in writing. f. The Grantee shall provide complete and timely information to the City regarding Project activities, in accordance with the Agreement Scope, including notification of all scheduled activities at least thirty (30) days prior to each event to City’s Cultural Arts Manager or designee. g. The Grantee shall also acknowledge the City in all related publications and social media posts, in both digital and print formats, as applicable. h. Grantee shall retain all records and supporting documentation, including expenditure receipts, applicable to the Agreement Scope and this Agreement for a period of three (3) years, and make all records and supporting documentation readily available, upon request, for inspection and/or audit by representatives of the City. 5. EVENT/PROGRAM PROMOTIONAL OPPORTUNITIES. Grantee has the option to supply event and/or program information including the date, location, time, admission, parking and related details for inclusion in Cultural Arts’ communications such as e-newsletter, emails and website. At its discretion, the Cultural Arts Office will provide support in distributing the information through the City’s established channels of communication. If Grantee wishes to participate, Grantee must submit the information to the Cultural Arts Office at least sixty (60) days prior to the event or program. Please initial box to opt-in to promotional opportunities 6. PUBLIC ACKNOWLEDGEMENT. Grantee must acknowledge the Cultural Arts Office for its support of the Project in printed, electronic and/or broadcast promotions. The following acknowledgment along with a City of Carlsbad Cultural Arts logo must appear on all printed and electronic materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.” This logo and guidelines for acknowledgment are available on the Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 3 PSALCA-26056CA Community Arts Grants webpage or upon request. Grantees who fail to provide public acknowledgment may be denied future Community Arts Grant funding. 7. RETURN OF GRANT FUNDS. If City determines that Grantee has failed to comply with the terms and conditions of this Agreement without prior written approval by the City, then, upon demand by the City, Grantee agrees to return to the City the amount requested by the City, up to and including an amount equivalent to the full Grant award. Failure of the Grantee to comply with the terms of this Agreement shall not be the cause for return of Grant funds if, in the judgement of the City, such failure was due to no fault of the Grantee. In such case, any amount required to settle, at minimum cost, any irrevocable obligations properly incurred by Grantee shall be eligible to be paid by Grant funds. However, if, due to a local health order, Grantee is unable to complete all events or requirements of the Scope of Grant, Grantee may be required to return up to the full amount of the award or a prorated amount based on the percentage of the work completed. 8. REQUIRED REPORTS. Grantee must provide to City the following reports. Failure to provide the reports may render Grantee ineligible to receive the full and final payment of the Grant award. 8.1. Submit a Revised Project Form available upon request, as required per the Fiscal Year 2026-27 Community Arts Grants Guidelines, attached hereto as Exhibit “A,” within thirty (30) days of Grant award notification if project shifted from stated goals in the original Agreement Scope (Exhibit “A”). 8.2. Submit a Final Report including all required attachments by completing the designated form to the City (30) calendar days after the Agreement Scope end date or, Oct. 1, 2027, whichever is earlier through Foundant: Grantlife Manager. 8.3. Noncompliance: Grantees in noncompliance with the above reporting requirements agree to return some or all the initial Grant payment if requested by the City. Additionally, if Grantee is found to be in noncompliance, Grantee agrees that for the year immediately following a determination of noncompliance, Grantee shall be ineligible to receive any new grants from the City. 9. DISBURSEMENT OF GRANT FUNDS. The Grant amount to be provided to the grantee under this Agreement may be disbursed as follows: 9.1. First payment of 80 percent of Grant will be disbursed upon approval of Revised Project Form as applicable, and receipt of fully executed. 9.2. Final payment of 20 percent of Grant will be disbursed upon receipt of Final Report and approval by Library & Cultural Arts Director or designee. 9.3. Any payment of a Grant amount more than the costs required to complete the Agreement Scope shall be returned to the City within sixty (60) days of completion of the Agreement Scope or the Project end date, whichever is earliest. 10. PROJECT CANCELLATION. 10.1. If a Grantee wishes to cancel the Project outlined in the Agreement Scope (Exhibit “A”) at any time, Grantee shall notify the City in writing within fifteen (15) calendar days of the decision to cancel and Grantee, at the time it provides the City with notice of cancellation, shall return all Grant funds to the City. 10.2. In the event an approved Agreement Scope (Exhibit “A”) cannot be completed for any reason, and if Grant funds were disbursed to Grantee, Grantee agrees to return all Grant funds to the City forthwith. 11. PROJECT MODIFICATION OR TERMINATION. 11.1. Grantee may unilaterally rescind this Agreement at any time prior to the commencement of Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 4 PSALCA-26056CA the Project, or prior to first disbursement of funds. After Project commencement, as outlined in the Agreement Scope, or disbursement of Grant funds, this Agreement may be rescinded, modified, or amended only by mutual agreement, in writing, of both the City and Grantee. 11.2. Any changes, whether planned or unanticipated, to funded projects due to a local health order (including, but not limited to, state or local health orders and social distancing measures) must be submitted to City at least seven (7) calendar days before implementation of the change. Proposed modifications will be reviewed on a case-by-case basis, and the City's Cultural Arts Manager or designee will notify Grantee in writing whether the proposed changes are approved. Any changes must continue to adhere to the City’s Fiscal Year 2026-27 Community Arts Grants Guidelines as defined in Exhibit “A.” 12. LOSS OF GRANT. At the discretion of the City, the following actions may result in a loss of all or in part of any Grant amount allocated to the Grantee: 12.1. A Grantee fails to enter into a signed Agreement with the City within thirty (30) calendar days of receipt of the Agreement. 12.2. Activities associated with Grantee occur that do not align with activities described in the Agreement Scope, including, but not limited to, reduction in services, significant alteration of Agreement Scope elements, such as performers, artists or attendees, or significant changes in Grantee’s budget: income, expenses, or line-item designations, included in the Agreement Scope. 12.3. A Grantee withdraws or terminates the Agreement Scope. 12.4. A Grantee fails to complete the Agreement Scope and/or fails to submit all required reports and/or documentation before Oct. 1, 2027. 13. COVENANT AGAINST DISCRIMINATION. Grantee will comply with all applicable local, state, and federal laws and regulations prohibiting discrimination and harassment. Grantee agrees that neither it nor its agents shall discriminate against any clients, prospective clients, employees, prospective employees, contractors, or prospective contractors on the basis of race, color, religion, sex, national origin, age, disability or familial status or other protected classification. 14. NOTICES. 14.1. Listed below are the names and addresses of the persons who are authorized to give written notices and to receive written notices on behalf of City and on behalf of Grantee under this Agreement. 14.2. Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. For Grantee: For City: Patrons of the Arts Foundation City of Carlsbad Attn: Natalie Beeby Library & Cultural Arts Director Suzanne Smithson 2604-B El Camino Real, Box 227 1775 Dove Lane Carlsbad, CA 92008 Carlsbad, CA 92011 Email: treasurer@carlsbadcommunitytheatre.com suzanne.smithson@carlsbadca.gov 15. INDEMNIFICATION. Grantee hereby agrees to defend (with counsel approved by City), indemnify, and hold free and harmless the City, its officers, officials, employees and volunteers from and against any and all claims, damages, losses, costs (including but not limited to attorney's fees) and liabilities of any kind arising directly or indirectly out of, or related in any way whatsoever to the provision of Grant proceeds. Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 5 PSALCA-26056CA 16. NO PARTNERSHIP OR JOINT VENTURE. The relationship between City and Grantee is solely that of Grantor and Grantee. Under no circumstances shall City and Grantee be deemed to have created a partnership, joint venture, agency, or any other form of legal association that would impose liability upon one party for any act or failure to act by the other party. 17. MODIFICATIONS. This Agreement may not be modified or amended except by written document duly executed by an authorized representative of both the City and the Grantee. 18. GOVERNING LAW. This Agreement shall be construed in accordance with and be governed by the laws of the State of California regardless of conflict of laws principles. Venue, in the event of a dispute, shall be in the North San Diego County Superior Court. 19. SEVERABILITY. In the event that any provision or clause of this Agreement conflicts with applicable law, such conflict shall not affect other provisions of this Agreement, which can be given effect without the conflicting provision. To this end, the provisions of this Agreement are declared to be severable. 20. DRAFTING AMBIGUITIES. Grantee understands and is aware that it has the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and that the decision to seek advice of counsel is the sole responsibility of Grantee. The Parties negotiated this Agreement with the opportunity to receive the aid of counsel and, accordingly, intend this Agreement to be construed fairly, according to its terms, in plain English, without constructive presumptions against the drafting Party. 21. SIGNING AUTHORITY. The representative for each Party signing on behalf of a corporation, partnership, joint venture or governmental entity hereby declares that authority has been obtained to sign on behalf of the corporation, partnership, joint venture, or entity and agrees to hold the other Party or Parties hereto harmless if it is later determined that such authority does not exist. /// /// /// /// /// /// /// /// /// /// Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 6 PSALCA-26056CA GRANTEE, Patrons of the Arts Foundation, CITY OF CARLSBAD, If required by City, proper notary acknowledgment of execution by Grantee must be attached. If a Corporation, Agreement must be signed by one corporate officer from each of the following two groups. *Group A. **Group B. Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: For CINDIE K. McMAHON, City Attorney By: ____________________________ Tim Lyons, Assistant City Attorney Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 7 PSALCA-26056CA EXHIBIT “A” Scope of Grant Agreement The Arts Commission approved the Fiscal Year 2026-27 Community Arts Grants funding plan, which will be distributed to grantees as passed, approved, and adopted at a regular meeting on June 4, 2026, Arts Commission Resolution No. 2026-001. • Fiscal Year 2026-27 Community Arts Grants Guidelines • Approved Community Arts Grants 2026-27 Application Sample Community Arts Grant 2026-27 Final Report • Final Report shall be submitted online through Foundant: Grantlife Manager The following documents will be provided upon request: • Community Arts Grants 2026-27 – Project Budget Information • Community Arts Grants 2026-27 – Revised Project Form • Community Arts Grants 2026-27 – Revised Project Budget Information Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 FISCAL YEAR 2026-27 COMMUNITY ARTS GRANTS GUIDELINES WELCOME The City of Carlsbad Cultural Arts Office serves to encourage, develop and facilitate an enriched environment of artistic, creative and cultural activity in the City of Carlsbad and the North San Diego County region. The Cultural Arts Office manages funding programs to provide financial support to organizations, schools and individuals for various projects through a competitive application and review process. These projects benefit the community through an array of activities for schools, artists and organizations. The Community Arts Grants program was identified for continued and increasing support by the Carlsbad City Council through the 2018 Arts & Culture Master Plan. The City of Carlsbad’s Community Arts Grants program supports quality arts and cultural programming that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations, or veteran status. Our mission supports the following values: •Provide inclusive opportunities for arts & culture experiences for Carlsbad students and residents reducing/eliminating barriers for participation. •Provide arts education and lifelong learning opportunities for all ages. •Support local and regional arts organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. •Support arts education in schools and through affiliated organizations. •Develop and support organizational strength and capacity of Carlsbad arts organizations. •Encourage new and emerging artists, arts organizations and programs in Carlsbad, CA. •Celebrate Carlsbad as an exciting, vibrant and creative destination for residents and visitors alike. •Acknowledge indigenous land and cultural awareness in the Carlsbad community. FISCAL YEAR 2026-27 OVERVIEW The updated FY 2026-27 guidelines reflect national grantmaking trends and best practices and support funding for artists and arts organizations in Carlsbad and surrounding areas. Guidelines were approved by the City of Carlsbad’s Arts Commission on Feb. 5, 2026. Total funding available for the FY 2026-27 cycle is $117,128. All final reports are due within 30 days of the completion of the event or Friday, Oct. 1, 2027 whichever comes first. The first 80% of all funds awarded will be disbursed after agreements are executed and by Thursday, Sept. 3, 2026, grant start date; the final 20% once the final report and budget are submitted and approved. HEALTH AND SAFETY Grantees are asked to remain vigilant and informed of health and safety requirements, including mandated protocols as outlined by state, county, local or other governmental bodies always. Failure to do so may result in cancellation of the agreement and grant funds. Important dates for the FY 2026-27 grant cycle application are as follows: •Applications open: Friday, Feb. 13, 2026 •Applications due: Friday, Mar. 27, 2026 at 11:59 p.m. PST •Arts Commission Funding Plan review & approval: Thursday, May 7, 2026, subject to change •Funding cycle begins Thursday, Sept. 3, 2026 •All projects must be completed by Friday, Sept. 3, 2027 •Applications can be accessed online. EXHIBIT "A" 1 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 UPDATES FOR THIS YEAR •EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS: Award funds within the "Educational Institutions And Affiliated Groups – Arts In Schools" category will receive a fixed amount divided between all accepted grantees, with a maximum award of $3,500 per grant. •EDUCATIONAL INSTITUTIONS APPLICATION LIMIT: There is a cap on the number of applications for Educational Institutions (Arts in Schools) of (3) three grants per school site. For detailed requirements, please refer to the Arts in Schools Requirements section. •GRANT ELIGIBILITY: Applicants currently receiving funding from the City of Carlsbad under an active professional services agreement or grant other than a Community Arts Grant are ineligible to apply for a Community Arts Grant. ELIGIBILITY FOR ALL APPLICANTS; IMPORTANT: READ CAREFULLY All applicants, including fiscal agents and school-affiliated groups, must comply with the following: •Nonprofit Status: Applicants must be recognized as nonprofit, tax-exempt organizations by the Internal Revenue Service (IRS) or the California State Franchise Tax Board. A complete Statement of Information should be on file with the California Secretary of State. This statement should be filed within the first 90 (ninety) days of incorporation and updated in accordance with state law. •Tax Identification: Applicants must provide their Federal Employer Identification Number (FEIN) from the IRS. Information will be checked through GuideStar’s Charity Check. •PLEASE NOTE: all organizations, including schools, must submit the names and contact information for the authorized signatories. Applications that do not identify the correct signatories for an organization or school will not be accepted. •Specific exemptions for Educational Institutions: Educational institutions are exempt from the need for tax-exempt status under Section 501(c)(3) but are still eligible to apply. •Partnership Projects: For projects involving partnerships, only one (1) application is allowed. If a school partners with an arts organization or artist, a signed agreement between the parties is required, with the school as the lead applicant. •Must not be currently receiving funding from the City of Carlsbad under an active professional services agreement or grant other than a Community Arts Grant. APPLICATION PROCESS When applying, organizations must ensure the following: •Proof of nonprofit status: Provide evidence of nonprofit status or details of a fiscal agent. •Statement of Information: Submit a current California Statement of Information reflecting Active Status, along with a list of Authorized Signatories, their signing authority, and the type of authority (individual or joint). GUIDELINE APPENDICES •Appendix 1 – Frequently Asked Questions (FAQ’s) •Appendix 2 – Ineligible Organizations and Activities FISCAL YEAR 2026-27 FUNDING CATEGORIES Funding is structured by the classification of each organization, then according to available categories. Applicants may only apply to one category per grant cycle: •Arts Organizations or Fiscal Agents of Organizations - $7,500 maximum award per grant •Emerging Arts Organizations - $5,000 maximum award per grant •Educational Institutions and Affiliated Groups (Arts in Schools) - $3,500 maximum award per grant. Three (3) grants maximum per school site per year. EXHIBIT "A" 2 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 ARTS ORGANIZATIONS •Arts organizations must be registered 501(c)(3) nonprofit organizations for at least three (3) years as of Jan. 1, 2026. •Applicants may only submit one (1) application per funding cycle and cannot apply to multiple categories. •Arts organizations grants - $7,500 maximum award per grant. •All arts projects require the participation of a professional artist or an outside subject matter expert. •Arts projects will be defined as programs, activities, and events primarily designed to be arts focused. These projects may be presented in person, or virtually if any government issued health mandates are in effect. •Arts project grants awards must be used for specific art project support and cannot be used for general operating support. EMERGING ARTS ORGANIZATIONS •Emerging arts organization must be based in Carlsbad, CA. •These grants are for smaller nonprofit organizations that are relatively new to the nonprofit community. •Emerging arts organizations - $5,000 maximum award per grant. •Must have a nonprofit 501(c)(3) status of three (3) years or less. o If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a nonprofit: possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain nonprofit status. o Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent. o Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee of no more than 10% of the amount awarded to the applicant. •Projects must take place within Carlsbad, CA city limits and be accessible to the public, and benefit the community of Carlsbad. •Projects must be representative of at least one (1) of the following mediums/forms of artistic expression: o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts that utilize sustainable or recycled materials FISCAL AGENT REQUIREMENTS o Individuals or organizations in the process of applying for nonprofit status may apply through a fiscal agent. o Any partnership between an individual, educational institution or organization must include a letter of agreement from the partnering entities. o Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee of no more than 10% of the amount awarded to the applicant. o Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants for their organization. EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS •Arts in Schools requests are only available to nonprofit schools or school-affiliated groups in Carlsbad, CA. •Arts in Schools are defined as programs, activities, and events that are primarily designed to be arts focused. •Arts in Schools grants - $3,500 maximum award per grant with a maximum of three (3) grants per school site per year. •Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a maximum of three (3) grant applications from the categories below. See FAQ’s for further information on acceptable categories: o Performing arts o Visual arts o Nontraditional arts, such as culinary, digital, creative writing, etc. o STEAM projects with a focus on the arts o Arts initiatives focused on arts careers and development of arts skills. Can include arts management, non-performance skills such as design, costuming, stagecraft, career talks or coaching by subject matter experts o All three (3) submissions cannot be from a single art form within a category. (e.g. three dance projects in performingarts) •In-school grant projects utilizing teaching artists as part of the grant may not use a full-time hourly or salaried employee(s) of the respective school district to lead activities, performances, or projects; however, they may utilize teaching artists employed by other school districts. o Out-of-school programs utilizing teaching artists as part of the grant may utilize teaching artists that are employed by any school district. EXHIBIT "A" 3 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 •All partnerships must include a signed letter of agreement from the partnering entities. APPLICANT INFORMATION FY 2026-27 Grant Cycle Schedule Feb. 13, 2026 Applications Open Feb. 18, 2026 Applicant Workshop virtual. Feb. 18 - Feb. 27, 2026 Technical assistance meetings available by appointment Mar. 27, 2026 Application Deadline: applications must be submitted electronically to City by 11:59 p.m. Mar. 30 – Apr. 17, 2026 Submitted materials are reviewed and scored by a peer panel consisting of local and regional artists, arts professionals, and educators May 7, 2026 Funding plan presented to Arts Commission for review and approval June 4 – July 3, 2026 Begin email notifications to Grantees of award and City create and route DocuSign agreements for electronic signatures. Sept. 3, 2026 Project/activity period opens. Sept. 3, 2027 Project/activity period closes. Oct. 1, 2027 All FY 2026-27 Final Reports are due. Grantees complete a Final Report within thirty (30) days of the program end date or by Oct. 1, 2027, whichever comes first. APPLICANT WORKSHOPS AND ONE-ON-ONE APPOINTMENTS Application information and links, including online tutorials, will be available on the Community Arts Grants application portal. The following resources will be available for applicants in the fiscal year 2026-27 cycle: •The Applicant Workshop will include a general overview of the grant process, application and procedures. New applicants are required to attend. •Technical Assistance Meetings – Applicants may schedule a 30-minute appointment with grant program staff to answer questions about the process, application or other topics. These appointments will be dependent on staff capacity and availability. Applicants are required to attend the Applicant Workshop prior to the appointment. To schedule a one-on-one appointment, please contact Program Manager Krystal Roa: o Email: krystal.roa@carlsbadca.gov o (442) 339-5611 (office) | (442) 245-0502 (mobile) •Please note that staff will review applications for effective and impactful delivery of information and ensure completeness and clarity of the information supplied. Staff will not provide feedback on content, programming, or other project details. PANEL REVIEW AND SCORING OF APPLICATIONS Submitted applications are reviewed and scored by a virtual peer panel of local and regional artists, arts professionals, and educators. The panelists’ scoring will inform a funding plan for review and final approval by the Carlsbad Arts Commission. SCORING RUBRIC FOR ALL CATEGORIES (EXCEPT EMERGING ARTISTS) Application scores will be based on the following criteria aligned with the Community Arts Grants mission. Panelists will be asked to undertake the following scoring recommendations and directives: •Panelists will score applications on how closely the project(s) achieve the goals of the respective grant category. •Panelists may be asked to convene to discuss the application’s merits. •Award amounts are determined via a formula that takes into consideration the total amount of available funds, the average scores of the applicants, and an assigned percentage based on those scores. The scoring of applications will be based on the following criteria, with a maximum score of 50 points. The examples provided are for informational purposes only and are not meant to be exhaustive: •Quality of Program(s) (10 points) o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents. o Provide arts education and lifelong learning opportunities for all ages. •Community Impact (30 points) o Celebrate and promote Carlsbad as an exciting, vibrant, and creative destination for our community, students, as well as visitors and tourists throughout the world. o Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. o Accessibility of program for participants and audience members, including economic limitations under the Americans EXHIBIT "A" 4 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 with Disabilities Act. •Encouragement of programs that promote the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations and veteran status. •Organizational Capacity (10 points) o Provide evidence of organizational strength and capacity to support the scope of the project/activity. OTHER REVIEW AND SCORING INFORMATION •Cultural Arts Office staff will review applications after the deadline. •Applications deemed eligible will be forwarded to scoring panelists and reviewed within the context of the project or program as outlined in the application. •Incomplete applications, or applications with incorrect information, will be deemed ineligible. AGREEMENT REQUIREMENTS FOR GRANTEES Upon approval of your application: •Legal Agreement with the City of Carlsbad: To proceed with your project, you must first enter into a legal agreement with the City of Carlsbad. City will route the agreement using DocuSign to obtain secure electronic signatures, and the commencement of your project is contingent upon the execution of this agreement. •Non-Profit Corporation Signing Authorities: All agreements MUST be signed by two officers listed on the Statement of Information filed with the California Secretary of State for your organization (or as listed on the most recent board roster). These officers should be those who are authorized to enter into legally binding agreements on behalf of your organization, such as CEO, CFO, Treasurer, Secretary. One corporate officer from each of the following groups must sign the agreement: Group A Group B or or Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. You can verify your status with the California Secretary of State and see the officers listed on the Statement of Information at this website: Search | California Secretary of State. Further documentation of signature authorization will be requested if the most recent Statement of Information has not been filed. Specific Entity Requirements: o Fiscal Agents: The agreement must be signed by two officers from the fiscal agent’s organization, as per organization’s Statement of Information. o Educational Institutions: A Signature Delegation Form must be completed by the school principal and a district representative (e.g., Assistant Superintendent). o School-Affiliated Groups (i.e., school booster groups): Follow the same signature requirements as nonprofit organizations. IMPORTANT NOTE: Applicants who have been granted funding in previous cycles must meet all requirements from those past agreements before they are eligible to receive a new agreement for the FY 2026-27 cycle. FINANCIAL MANAGEMENT Grant recipients are required to maintain three (3) years of accounts, records and evidence pertaining to costs incurred and revenues acquired under the respective grant program. Grantees should be able to provide upon request: •Accurate, current and complete disclosure of revenue and expenses for the project. •Records that adequately identify the sources and application of funds for grant sponsored activities. •Accounting records supported by source documentation – invoices, receipts, bank statements, etc. EXHIBIT "A" 5 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 •All awardees must provide documents within thirty (30) days of receipt of request. This includes but is not limited to agreements, revised project forms, final reports, and financial accounting. EXHIBIT "A" 6 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 PUBLIC ACKNOWLEDGEMENT •Grant recipients must acknowledge the Cultural Arts Office for its support of the project in printed, electronic and/or broadcast promotions. •The following acknowledgment along with a City of Carlsbad Cultural Arts logo must appear on all printed and electronic materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.” This logo and guidelines for acknowledgment are available on the Community Arts Grants webpage or upon request. •Grantees who fail to provide public acknowledgment may be denied future project funding. PROMOTION BY CITY •Grantees are required to keep the Cultural Arts Office informed of all program dates and times. •If the grantee wishes to participate in promotion through approved city channels, they may opt-in as part of the agreement. All participation in promotion through the city’s social media channels and other outlets, is subject to staff review, editing and approval prior to promotion. •Grantees are encouraged and expected to: o Give notifications and invitations to the Cultural Arts Office staff that will be extended to the Carlsbad Arts Commission at least two (2) weeks in advance of program. o Extensively promote funded events and projects with appropriate verbiage as indicated in “Public Acknowledgement” stipulated above. FINAL REPORTS, SITE VISITS AND PROGRAM ATTENDANCE The Cultural Arts staff may monitor grant projects during the grant cycle, including potential site visits. The reports of these visits will be included in grant application files and may provide a basis for evaluation of future requests. Grantees will have an option to replace digitally submitted final reports with in-person site visits and/or interviews. Pending any health and safety mandates and protocols as outlined by state, county, local or other governmental bodies, these site visits/ interviews may be conducted by Cultural Arts staff and/or Arts Commissioner(s), as available, and appropriate to each grant. Grantees may still opt to submit on-line final reports in consultation with staff. In all cases, grantees will still be required to submit final budget forms digitally for staff review and approval. All final reports are due within thirty (30) days of the completion of the event or Friday, Oct. 1, 2027, whichever comes first, to receive the final award payment. Excessively late submission of a final report may result in action taken per contract. ASSISTANCE Cultural Arts Office staff are always available to assist applicants. Please contact Cultural Arts office at 442-339-2090 or email arts@carlsbadca.gov. POLICIES •Once submitted, applications may be moved into a different category at the discretion of Cultural Arts staff. Notification will be made to the applicant. •The City of Carlsbad reserves the right to limit funding amounts to any applicant, regardless of eligibility or panel score, based on fiscal year limitations. •Cultural Arts Office staff actively review and evaluate all aspects of the funding program and process. Updates may occur throughout the funding calendar. Cultural Arts staff will provide information on program updates, to all grantees when they are implemented. •Any significant changes or amendments by the grantee to approved projects must be submitted in writing to the Cultural Arts Office by the grantee before any grant funds are used, and before the execution of any altered activity. This includes, but is not limited to, changes in purpose, scope, services, target audiences, intended timeline, personnel, location, date, activities, or budget. This requirement will be included in the agreement. •The Cultural Arts Office reserves the right to review, cancel or reallocate project funds significantly altered or shifted from stated goals in the original approved application and/or revised project form. Canceled funds must be returned to the Cultural Arts Office within thirty (30) days of written notification. •No two (2) entities (organization or school/affiliated groups) may apply for funding for the same project. •Applicants may only apply to one (1) category per funding cycle. EXHIBIT "A" 7 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 OTHER INFORMATION Carlsbad Arts Commission Meetings: Carlsbad Arts Commission meetings are public, and information is available on the city website. A meeting is scheduled for Thursday, May 7, 2026, to approve the FY 2026-27 Community Arts Grants Funding Plan. For more information about the duties of the Carlsbad Arts Commission and its meetings, visit the Arts Commission webpage. HOW TO APPLY Application All applications must be submitted online. The application is comprised of approximately five (5) main sections, some of which include long answer sections and attachments. The application is available at the Community Arts Grants webpage. •Organization Information: An updated Statement of Information and approved signatories must be submitted for applications to be accepted. •Project Information and Narrative •Project Support Information •Budget: A budget form and sample can be found at the Community Arts Grants webpage. •Signatory Information as described in the section titled “Agreement Requirements for Grantees.” APPENDIX 1: COMMUNITY ARTS GRANTS FAQ’S Are there any organizations that are ineligible to receive Community Arts Grant funding? Yes. For-profit organizations are ineligible to receive funding through the Community Arts Grants program. This includes for-profit schools and businesses. Can I apply to more than one category? No. Unlike previous grant cycles, artists and organizations may only apply to one (1) category per fiscal year grant cycle. What projects are eligible for the Emerging Arts Organization category? Projects must be representative of at least one (1) of the following mediums/forms of artistic expression: o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts using sustainable or recycled materials o Ethnic or indigenous art forms o Digital art forms such as film, animation, etc. What arts organizations qualify to apply in the Emerging Arts Organization category? •Arts Organization must be based in Carlsbad, CA. •Must have a nonprofit 501(c)(3) status of three (3) years or less: •If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a nonprofit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain a nonprofit status. •Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent. Is attendance required for the workshops and information sessions? Applicant workshop attendance or technical assistance meeting is required for all new applicants, applicants who were denied the last cycle, and those applying in the Emerging Arts Organization category. Workshop attendance or technical assistance meetings by returning awardees are highly recommended as an opportunity for staff to guide and assist applicants in the FY 2026-27 Community Arts Grants application process. How are final awards decided? All award amount decisions consider the total amount of funding available, scores from panelists, and the request from the applying entity. After panelists score, Cultural Arts staff will create a funding plan based on these factors, which is forwarded to the Arts Commission for final approval. EXHIBIT "A" 8 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Can one school site apply for multiple educational institutions (or Arts in Schools) grants? Yes. Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a maximum of three (3) grant applications per educational institution amongst the list below; all three (3) submissions cannot be from a single medium. Examples of acceptable mediums: •Performing arts •Visual arts •Nontraditional arts, such as culinary, digital, creative writing, etc. •STEAM projects with a focus on the arts •Arts initiatives focused on arts careers and development of arts skills. Can include arts management, non-performance skills such as design, costuming, stagecraft, career talks or coaching by subject matter experts •All three (3) submissions cannot be from a single art form within a category. (e.g. three dance projects in performing arts) APPENDIX 2: INELIGIBLE ORGANIZATIONS AND ACTIVITIES The City of Carlsbad will NOT award Community Arts Grants to: •For-profit organizations, schools, and businesses. •Organizations and/or affiliates that are directly or indirectly participating in, or intervening in, any political campaign on behalf of (or in opposition to) any candidate for public office. •Governmental agencies or public authorities. •Applicants that have a “delinquent” status with the Community Arts Grants funding programs. •Retroactive funding for completed activities. •Religious and/or sectarian programming or any programming and/or services solely for the promotion of or consumption by a specific religious order and/or sect. •Cash reserves or endowments of any kind. Awards are to be expended within the designated funding period. •Capital expenditures, including construction, renovation, or purchase of real property. •Applications that do not support nonprofit, public art activities or projects that benefit a for-profit business or activity. •Projects through a fiscal sponsor that benefit the sponsoring organization or are an extension of the sponsoring organization’s programs or services. •Support groups and/or nonprofit organizations supporting city departments or facilities. •General operating costs, including costs associated with the start-up of a new organization. •Applications to reduce existing deficits. •Applicants currently receiving funding from the City of Carlsbad under an active professional services agreement or grant other than a Community Arts Grant. Funding may NOT be used for: •Fundraising expenses. •Consultants who are members of an applicant’s staff or board. •Political campaigns or lobbying activities. •Payments to students. •Endowments or endowment campaigns. •Scholarships, fellowships or tuition assistance. •Costs incurred before the start of the funded project or outside the funding period. •Project or activities outside the City of Carlsbad limits. •Entry fees for competitions or sponsorship fees. •Pageants, fund-raising events, or hospitality costs. •Private foundations or other re-granting organizations. •Religious or doctrinal purposes, although faith-based organizations may apply for program support. •Publication of manuscripts or compositions not created as part of a grant-supported project. •Purchase of monetary awards, cash prizes, contributions, or donations. •Professional development for staff and board members. •Scholarly or academic research, tuition and activities which generate academic credit or formal study toward an academic or professional degree. •Creation of textbooks. •Ongoing, recurring administrative expenses. EXHIBIT "A" 9 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 1 Season of Wonder: Carlsbad's Home for the Holidays Fiscal Year 2026-27: Arts Projects for Arts Organizations Patrons of the Arts Foundation Kevin Newton 2604-B El Camino Real, Box 227 Carlsbad, CA 92008 treasurer@carlsbadcommunitytheatre.c om O: 619-665-5562 Natalie Beeby 2604-B El Camino Real, Box 227 Carlsbad, CA 92008 treasurer@carlsbadcommunitytheatre.com O: 619-665-5562 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 2 Application Form Application Verification Application Type Verification:* This application is for Arts Organizations applying for the Arts Project category. If you are looking for other funding opportunities, please click on the "Apply" button in the blue bar on the top of this screen. Applicants may only submit one application per category per funding cycle. I verify that this is the application for the Arts Projects for Arts Organizations category. Guidelines & Eligibility Requirements Review Confirmation:* Please be sure to review the Community Arts Grants Guidelines and eligibility requirements prior to submitting a grant application. A summary of the eligibility requirements is also provided on the application homepage. I have reviewed the Community Arts Grants Guidelines and the eligibility requirements. Fiscal Sponsor Role As an Arts Organization, would you be interested in acting as a Fiscal Sponsor for individual artists to apply for future Community Arts Grants? This would not impact your own organization's ability to apply for funding. If you check yes, Cultural Arts Office staff will reach out with more information. We appreciate your support of individual artists! (OPTIONAL) All applicants that wish to collaborate with others to complete this grant application may use the "collaborator" button on the top right section of this page (instructions below.): Collaborator feature Video Tutorial (2 minutes long) *If applicable, please note that some data from the applying organization's GuideStar profile may be pre- populated (copied) into the corresponding GuideStar questions on this application form. You may do so by clicking on the "Copy GuideStar" profile button on the top right section of this page (next to the "Collaborator" button) and selecting what you would like to pre-populate. Note that you will have the ability to edit your pre-populated information. Past Funding Report Requirements Current Grantee Requirements:* If you are a returning grantee from the previous grant cycle, please confirm that you understand that a final report and final budget for your organization must be submitted prior to entering a new grant agreement with the City of Carlsbad. A final report and final budget must be submitted (30) calendar days after the Project End Date. Alternatively, if you cannot meet this requirement, we will accept a project status update via email explaining the Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 3 status of your project, estimated project end date and any other project details you would like to share with us. I understand that should my organization receive funding for this cycle, my organization will fulfill all reporting requirements from the previous cycle prior to my organization entering a new agreement with the City of Carlsbad. Yes Organization Information •Arts Organizations must be registered 501(c)(3) nonprofit organizations established for at least 3 years as of January 1, 2026 •Applicants may only submit one application per funding cycle and cannot apply to multiple categories Past Funding* Has your organization received funding from the City of Carlsbad's Community Arts Grants program in the past? Yes Are you an individual artist applying through a fiscal agent?* No Primary Organization Name Name as shown on an IRS letter of determination. Patrons of the Arts Foundation DBA (if applicable) Carlsbad Community Theatre Organization Website www.carlsbadcommunitytheatre.com Organization Mission Statement: Please provide your organization's mission statement. If you have a GuideStar profile, you may copy and paste your organization's GuideStar mission statement or provide another version here. If you are an individual artist, use this section to give us an idea of your mission/vision as an artist. Founded in 1983, Carlsbad Community Theatre(Patrons of the Arts Foundation) has served generations of Carlsbad families through accessible, community-centered performing arts programs. We provide youth and Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 4 residents opportunities to develop creativity, confidence, and artistic skills through productions, educational initiatives, and public performances. Over four decades,we have nurtured young performers, built community partnerships, and strengthened Carlsbad’s cultural identity. Our mission is to expand access to high-quality arts education,remove financial and accessibility barriers,and cultivate the next generation of artists, audiences, and leaders who will sustain the arts in our city. Organization (or Fiscal Agent) Signatory Information Board Roster:* Please upload your organization's roster of board members and ensure the document includes names, titles, organization/business affiliation and areas of expertise. Alternatively, we will also accept the most recent board meeting minutes that includes the board roster. CCT Board Roster .pdf IRS Letter of Determination* An IRS letter of determination confirms an organization's tax-exempt status, particularly under section 501(c)(3), and is essential for nonprofits to operate and receive donations. Please upload the IRS Letter of Determination that is associated with the organization with the 501(c)3 status. CCT IRS Determination Letter.pdf Statement of Information* Attach your current Statement of Information filed with the California Secretary of State for your organization. You can verify your status with the California Secretary of State and see the officers listed on the Statement of Information at this website: Search | California Secretary of State If you do not have this, the organization must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. CCT.Statement of Info.pdf Please list the names and organizational titles of the two (2) officers listed on the Statement of Information filed with the California Secretary of State for your organization (or listed on the most recent board roster.) These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e. CEO, CFO, Treasurer, Secretary.) One corporate officer from each of the following groups must sign the agreement: Group A Group B Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 5 GROUP A SIGNATOR: First & Last Name (i.e. Mary Wilson):* Kevin Newton GROUP A SIGNATOR: Organizational Title (i.e. CEO):* President GROUP A SIGNATOR: Email address:* president@carlsbadcommunitytheatre.com GROUP B SIGNATOR: First and Last Name (i.e. Luke Wilson):* Natalie Beeby GROUP B SIGNATOR: Organizational Title (i.e. Secretary):* Treasurer GROUP B SIGNATOR: Email Address:* treasurer@carlsbadcommunitytheatre.com Project Information and Narrative •Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad •All arts projects/activities require the participation of an artist or subject matter expert •Arts Project grants have a maximum award of $7,500 ( Note: those applying in Emerging Arts Organization category have a maximum award of $5,000) Project Name:* Please provide us with the name of the arts project. Season of Wonder: Carlsbad's Home for the Holidays Project Summary:* Please provide us with a brief summary of your project, no more than 1-2 sentences. This section will be shared with the public. Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 6 Carlsbad Community Theatre will present Season of Wonder: Carlsbad’s Home for the Holidays, a festive family-friendly holiday revue featuring local performers and seasonal music. The production is designed to bring the community together through accessible live theatre and shared holiday traditions. Project Start Date:* Please note that project start date must be on or after September 3, 2026. 11/02/2026 Project End Date:* Please note that the project end date must be on or before September 3, 2027. 12/31/2026 Project Details:* This section will be used for evaluation. Please provide as much detail regarding your project. Including the following details, but not limited to: •Event date(s), time and location(s) •Partnership / Artists •Anticipated Skills Learned CCT will present the inaugural production of Season of Wonder: Carlsbad’s Home for the Holidays, a festive live theatrical celebration designed to create a shared holiday arts experience for local residents. Planned for one weekend in November or December 2026 at a Carlsbad venue, the production will include at least three performances, including a daytime matinee to ensure accessibility for families and seniors. Carlsbad currently lacks a signature community holiday performing arts event. This project is intended to launch a new annual cultural tradition by bringing together youth performers, adult volunteers, teaching artists, student musicians, and community partners in a joyful seasonal production that reflects local talent and civic pride. Participants will develop confidence, collaboration skills, and artistic expression while helping build a sustainable community arts program that strengthens connection and expands access to live theatre for years to come. Amount Requested:* This is the amount your organization is requesting from the City of Carlsbad's Cultural Arts Grants. Please note that the maximum funding amount request is $7,500 for one-year arts projects. $7,500.00 Participants:* Total number of expected participants for this project (i.e. artists, coordinators, directors.) 60 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 7 Audience:* Total number of expected audience attendance for this project. 1300 Previous Project Success: If your organization has completed a similar project, please provide details of the project and why it was successful. Carlsbad Community Theatre has a long history of producing successful community-based theatrical productions that engage local youth performers, adult volunteers, teaching artists, and audiences from across the region. Recent productions have included family-friendly musicals and seasonal performances that have attracted strong audience attendance and meaningful community participation. These projects have demonstrated the organization’s ability to recruit and manage large volunteer casts and production teams, collaborate with local schools and artists, and deliver high-quality live performances in accessible venues. Participants consistently report increased confidence, teamwork skills, and artistic growth, while audiences benefit from affordable opportunities to experience live performing arts locally. The success of these productions provides a strong foundation for launching Season of Wonder as a new annual holiday program that will expand community access to festive cultural experiences in Carlsbad. Project Distinction: What makes this project distinctive? Season of Wonder: Carlsbad’s Home for the Holidays is distinctive because it is designed specifically as a community created holiday performing arts experience — something that currently does not exist in Carlsbad. While the region offers many seasonal attractions, there are limited opportunities for residents to participate in and attend an inclusive, locally produced holiday theatrical celebration that brings together performers and audiences across generations. This project intentionally combines youth performers, adult volunteers, teaching artists, student musicians, and community partners in a collaborative production that reflects local talent and civic pride. By prioritizing accessibility through affordable ticketing, family-friendly programming, and a daytime matinee, the production seeks to remove common barriers to arts participation. In addition to providing immediate cultural benefit, the project is designed to launch a sustainable annual tradition that can grow in scale and impact over time. Establishing a signature holiday performing arts event will help strengthen community identity, expand opportunities for creative expression, and create a shared seasonal experience that residents can look forward to year after year. Project Goals: What are the goals (outputs and/or outcomes) of the project? How will you measure your goals? The goal of Season of Wonder: Carlsbad’s Home for the Holidays is to expand access to inclusive, community- based performing arts while launching a sustainable annual holiday cultural program for Carlsbad residents. Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 8 The project seeks to strengthen community connection by engaging youth performers, adult volunteers, teaching artists, and local partners in a shared creative experience that reflects civic pride and local identity. Planned outputs include the presentation of four live performances, engagement of approximately 60 community participants in artistic and production roles, and an estimated audience reach of 1,300 residents. Intended outcomes include increased participation in local arts programming, development of performance and collaboration skills among participants, and the establishment of a new recurring cultural event that supports long-term audience development. Success will be measured through attendance data, participant demographics, partnership involvement, and audience feedback collected through surveys and informal evaluation. Organizational review following the project will assess artistic impact, community engagement, and program sustainability to guide future growth. Target Population: Who is your target population and why? How will you reach them? The target population for Season of Wonder: Carlsbad’s Home for the Holidays includes Carlsbad residents of all ages, with a focus on families, youth participants, seniors, and individuals who may have limited access to live performing arts experiences. The project is designed to create an inclusive, intergenerational cultural event that strengthens community connection and supports overall community wellbeing during the holiday season. While rooted in Carlsbad, the production is also expected to draw audiences from across North County, contributing to regional arts engagement and positioning Carlsbad as a destination for high-quality local cultural programming. Carlsbad Community Theatre will reach participants and audiences through partnerships with local schools, youth arts organizations, and community groups, as well as targeted digital marketing, social media outreach, email communication, and presence at local community events. By prioritizing affordability, accessibility, and broad community participation, the project supports cultural identity building and fosters long term engagement with the performing arts. Project Partnerships: If applicable, please provide names and brief descriptions of roles for any partners in this project. This would include any organizations, artists or individuals involved in your project that are not employed or affiliated with the applying organization. Carlsbad Community Theatre plans to collaborate with local and regional artists, including musicians, choreographers, directors, and technical theatre professionals engaged on a project basis. The organization also intends to partner with local schools, youth arts programs, and community performing groups to expand participation opportunities. Potential collaborations with dance studios and student musicians will support artistic quality while strengthening community engagement and regional cultural connections. These collaborations will support local artists, strengthen the regional creative economy, and help build sustainable partnerships for future community arts programming. Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 9 Partner Resumes: If applicable, you may upload any resumes of teaching artists, artists or any other partners in the proposed project here. Please consolidate into one PDF if possible. Contact the Cultural Arts department at arts@carlsbadca.gov should you need assistance. Organization Changes/Challenges/Circumstances: What special circumstances, challenges or changes have affected your organization? What impact has this had on your organization? Carlsbad Community Theatre operates without a permanent performance facility and must rent local high school venues at significant and increasing cost. This structural limitation affects long-term planning, restricts program growth, and creates financial barriers to expanding accessible arts programming for the community. Facility availability also limits scheduling flexibility, making it difficult to establish consistent cultural offerings for residents. Despite these challenges, the organization has maintained steady participation and audience demand, demonstrating strong community need for local performing arts experiences. Support for this project will help offset facility expenses, stabilize program delivery, and strengthen the organization’s capacity to provide sustainable, high-quality cultural programming that benefits Carlsbad and the broader North County region. Project Support Information You may upload support information in this section. Contact the Cultural Arts department at arts@carlsbadca.gov should you need assistance. Materials Upload (OPTIONAL, but recommended): Please upload any marketing materials, images and/or files that would provide more information about your project. Videos Upload (OPTIONAL): Please provide us with a host website link for all videos relevant to the project. Videos Upload (OPTIONAL) If you do not have a URL that hosts your videos, you may upload it here. Additional Materials: You may upload any other additional supplemental materials you wish to provide here (i.e. letters of support from partnering organization(s) that is essential to your project.) Budget Information You may upload budget support information in this section. Please consolidate into one PDF if possible. Contact the Cultural Arts office at arts@carlsbadca.gov should you need assistance. Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 10 Total Project Budget $41,300.00 Project Budget Form:* Download a Community Arts Grants budget form and complete the "Projected" column. Save your completed file as a PDF and upload your project budget form here. Make sure costs tie in with your project narrative. * PLEASE USE COMMUNITY ARTS GRANT BUDGET FORM ONLY. Budget forms are available on the Cultural Arts Community Arts Grants webpage. Please contact the Cultural Arts office at arts@carlsbadca.gov should you need assistance. FY 2026-27 Community Arts Grants Budget Form.pdf Organizational Budget:* Please upload a current organizational budget. BalanceSheet.pdf Audited Financials:* Please upload your organization's most recent completed short form 990s. CCT 990 EZ for 2024.pdf Application Submission Application Submission: Note: Once you submit your application, you cannot edit the form. Please review your answers before submitting After you submit this application, you will receive an email for the submission confirmation. Application Certification:* I certify that the information contained in this application, including all attachments and support materials, is true and correct to the best of my knowledge. Yes Date of Application Submission:* 03/21/2026 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Natalie Beeby Patrons of the Arts Foundation Printed On: 15 June 2026 Fiscal Year 2026-27: Arts Projects for Arts Organizations 12 File Attachment Summary Applicant File Uploads • CCT Board Roster .pdf • CCT IRS Determination Letter.pdf • CCT.Statement of Info.pdf • FY 2026-27 Community Arts Grants Budget Form.pdf • BalanceSheet.pdf • CCT 990 EZ for 2024.pdf Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Patrons of the Arts Foundation, Carlsbad Community Theatre Board Members Kevin Newton - President Natalie Beeby- Treasurer Jill Schmidt - Secretary Shandra Knight - Member at Large Wendy Farris - Member at Large Rebecca Boltares - Member at Large Dewey Decking - Member at Large Hope Duchene - Member at Large Marcy Horgan - Member at Large Genevieve Koesling - Member at Large Kelly Lack - Member at Large Tamara Michel - Member at Large Lea Quirin - Member at Large Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 CAG FY 2026-27 BUDGET FORM PROJECTED - APPLICATION ACTUALS - FINAL REPORT PROJECT INCOME $Notes $ORGANIZATION NAME: Ea rn ed In co m e Admissions $ 28,600.00 4 shows, total audience 1300- at average ticket price of $22 Gi0s/Merchandise/ Concessions $ 1,500.00 Concessions, program ads, and small merchandise sales during performances. Adver6sing Other Subtotal Earned Income $ 30,100.00 Subtotal Earned Income $ - CONTRIBUTED INCOME $Notes $Notes U near ne d In co m e Private $ 2,000.00 Sponsorships and local donor support Individual Public Support Applicant Cash $ 1,700.00 Organizational reserves and fundraising support. CAG Request Amount $ 7,500.00 Amount requested through Community Arts Grants 2026-27 Amount received through Community Arts Grants 2026-2027 Other Other Subtotal Unearned Income $ 11,200.00 Subtotal Unearned Income $ - $ 41,300.00 $ - INCOME TOTALS PROJECT EXPENSES Cash Notes Cash Notes COMMUNITY ARTS GRANTS 2024-25 PROJECT BUDGET INFORMATION 1 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 Project Staff (non-ar6st) $ 3,500.00 Production coordination, stage management support, front-of- house staffing. Project Ar6st(s) or Arts Instructor(s) $ 9,000.00 Director, music director, choreographer, accompanist and artistic stipends. Educa6onal Materials/Prin6ng $ 1,000.00 Scripts, programs, signage and audience materials. Costumes/Props $ 2,500.00 Costume coordination, rentals, construction and show props. Sets $ 3,000.00 Scenic design, construction materials and stage décor. Supplies $ 800.00 General production supplies, rehearsal materials, backstage needs. Licensing/Royal6es $ 2,800.00 Music licensing and performance rights. Rentals (space and/or other) $ 14,000.00 High school theatre rental for performances, community center for auditions. Transporta6on $ 300.00 Local transport for equipment and materials. Food & Beverage $ 600.00 Local transport for equipment and materials. Marke6ng/Promo6on/ Publicity $ 2,800.00 Printing, digital advertising and community outreach. Fiscal Agency Fee Other $ 1,000.00 Insurance, contingency and unexpected production costs. Other Other EXPENSES TOTALS $ 41,300.00 $ - IN-KIND SUPPORT Value Notes Value Notes $ 10,000.00 Volunteer production, front-of-house, and event support. COMMUNITY ARTS GRANTS 2024-25 PROJECT BUDGET INFORMATION 2 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7 $ 2,000.00 Donated materials and production supplies. IN-KIND TOTALS $ 12,000.00 $ - Budget Instruc>ons: For applica>on, fill out only green. For final report, fill in blue. You will only be able to fill out the cells highlighted in green or blue. The applica>on project budget must balance. Total income must equal total expenses. Final Report may Round all budget figures to the nearest whole dollar. Enter a '0' in any cells that you don't have an amount to add. Please give detailed descripAons for each line item in the notes column. For example, if your total admissions is $1,000, enter "4 shows, 50 aLendees, $5 each." Please insert your organizaAon name in the top right header. COMMUNITY ARTS GRANTS 2024-25 PROJECT BUDGET INFORMATION 3 Docusign Envelope ID: 1E6E5327-DB41-81E3-80BE-067F8292ADC7