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HomeMy WebLinkAboutMainly Mozart Inc; 2018-01-26;GRANT AGREEMENT FOR Mainly Mozart Inc This agreement, is made on the(2/J;Jfhday of ..::,,...-=._..L..i..:'....:=:::....,...=\.~-' 20.JX., by Mainly Mozart Inc (ORGANIZATION), a California nonprofit corporation, hereina er eferred to as "Grantee," and the CITY OF CARLSBAD, 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 2018 Community Arts Grants Program in an amount not to exceed five thousand, six hundred and fifty dollars ($5,650) ("Grant.") The purpose of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope ("Agreement Scope"). Project Title: Spotlight Chamber Music Series 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 effective date of this Agreement and expiring on January 31, 2019. 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. USE OF COMMUNITY ARTS GRANTS PROCEEDS. a. 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. b. All costs accrued for services and/or supplies prior to the execution of Agreement are not eligible for funding or reimbursement through the use of Grant proceeds. c. Eligible and ineligible costs include, but are not limited to, items detailed in the Community Arts Grants 2018 Guidelines, in the section titled Eligible and Ineligible Costs, attached hereto as Exhibit A. 3. CONDITIONS OF FUNDING AND DISBURSEMENT. 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 agrees to use grant funds to implement the Agreement Scope, including using the Grant funds to only cover expenditures for programs and services incurred during the Agreement Scope dates and under the terms and conditions of this Grant 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. c. Grantee shall complete all work in accordance with Agreement Scope, d. As reasonably soon as possible, but in no case later than thirty (30) calendar days, Grantee shall notify the City of events or proposed changes that could affect the Agreement Scope. e. The Grantee shall be responsible for the performance of the work, as set forth herein, and for the preparation of reports required by this Agreement. f. Before Grantee makes any material changes to the Agreement Scope, Grantee agrees to submit to the City, in writing, a proposal requesting changes to the Agreement Scope. 1 Grantee shall make no material changes to the Agreement Scope unless and until City formally approves the Grantee's request in writing. g. Grantee agrees to acknowledge the City's Grant consistent with the 2018 Community Arts Grants Guidelines, attached hereto as Exhibit A. h. Grantee shall provide full and timely information to the City to update staff on programs, and include naming the City in any publications and/or social media, whether in digital or print format, as opportunities arise. i. 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. 4. RETURN OF GRANT FUNDS. Any determination, by the City, of noncompliance with activities and expenditures outlined in the Agreement Scope without prior notice and express approval by the City, 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 shall be eligible to be paid by Grant funds. 5. REQUIRED REPORTS. Failure to complete the following reports may render the recipient ineligible to receive the full and final payment of the Grant award. a. Submit a Revised Project Form, as required per the 2018 Community Arts Grants Guidelines, attached hereto as Exhibit A, within thirty (30) days of Grant award notification. b. Submit a Final Report including all required attachments by completing the designated form to the City the earlier of thirty (30) calendar days after the Agreement Scope end date or, January 31, 2019, whichever is earlier. Grantees in noncompliance with the above reporting requirements agree to return some or all of 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. 6. DISBURSEMENT OF GRANT FUNDS. The Grant amount to be provided to the grantee, under this Agreement, may be disbursed as follows: a. First payment of 80 percent of Grant will be disbursed upon approval of Revised Project Form as applicable, and receipt of fully executed contract. b. Final payment of 20 percent of Grant will be disbursed upon receipt of Final Report and approval by City staff. c. Any payment of a Grant amount in excess of the final Project costs shall be returned to the City within 60 days of completion of th·e Agreement Scope or the Project end date, whichever is earliest. 7. PROJECT CANCELLATION. a. If a Grantee wishes to cancel a Project 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. b. In the event an approved Agreement Scope 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. 2 8. PROJECT MODIFICATION OR TERMINATION. a. Grantee may unilaterally rescind this Agreement at any time prior to the commencement of 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. 9. 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: a. A Grantee fails to enter into a signed Agreement with the City within sixty (60) calendar days of receipt of the Agreement. b. 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 budget income, expenses or line item designations from Grantee's budget, included in the Agreement Scope. c. A Grantee withdraws or terminates the Agreement Scope. d. A Grantee fails to complete the Agreement Scope and/or fails to submit all required reports and/or documentation before January 31, 2019. 10. COVENANT AGAINST DISCRIMINATION. 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. 11. NOTICES. a. The names and addresses of the persons who are authorized to give written notices to receive written notice on behalf of City and on behalf of Grantee under this Agreement. b. 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: Mainly Mozart Inc Attn: Nancy Laturno Bojanic 404 Euclid Avenue, Suite 301 San Diego, CA 92114 Email: kmcbride@mainlymozart.org 3 For City: City of Carlsbad Library & Cultural Arts Director 1775 Dove Lane Carlsbad, CA 92011 12. INDEMNIFICATION. Grantee hereby agrees to defend, indemnify, and hold free and harmless the City, its officers and employees, 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. 13. 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 be partners or involved in a joint venture. 14. MODIFICATIONS. This Agreement may not be modified or amended except by written document executed by a duly authorized representative of both the City and the Grantee. 15. GOVERNING LAW. This Agreement shall be construed in accordance with and be governed by the laws of the State of California. Venue, in the event of a dispute, shall be in the North San Diego County Superior Court. 16. 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. 17. DRAFTING AMBIGUITIES. Grantee understands that it 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 of whether or not to seek advice of counsel with respect to this Agreement is a decision which is the sole responsibility of Grantee. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which either Party participated in the drafting of this Agreement (Remainder of Page Intentionally Left Blank) 4 18. 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. GRANTEE 'By: }'.l~ (ll~ (1 5~ re here) f,JN\Li latvmO, '(:~tl..f},\/1 (Print nam /Title) ~ () )(IL~ CITY OF CARLSBAD, a municipal corporation of the State of California By:~ 1tQ}/,lU) HEATHER PIZZUTO Library & Cultural Arts Director Y) ,~1"\f(V}O (? l\1ai~ I~ (bo(a,-+. 012-0 ATTEST: (Email address) , I Ls I 18 ~kv1712~~~ BARBARA ENGLESON City Clerk (Date If required by City, proper notary acknowledgment of execution by contractor must be attached . .!i..E_ 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: CELIA A. BREWER, City Attorney 5 By:_ri_tc_~ Cl,, __ Assistant City Attorney Date 6 EXHIBIT "A" SCOPE OF GRANT Itemized list of what Grantee will complete to satisfy grant funding. Items which may be included in this section: 1. Completed Community Arts Grants 2018 Application 2. Community Arts Grants 2018 -Project Budget Information 3. Community Arts Grants 2018 -Revised Project Form 4. Community Arts Grants 2018 -Revised Project Budget Information 5. Community Arts Grants Guidelines 2018 7 Community Arts Grants 2018 APPLICATION Organization Name Mainly Mozart Inc Organization doing business as (if by another name): Mainly Mozart Organization EIN: .. 33-0320305 Organization website URL: www.mainlymozart.org Street Address 404 Euclid Avenue Address Line 2 Suite 301 City San Diego State California Zip Code 92114 Are you a first-time applicant? No What is your organization's mission statement? Mainly Mozart's mission is to enrich the lives of today's and tomorrow's passionate music lovers by connecting them to the genius and innovation of Mozart and the Masters, to world-class musicians and music-making, and to each other. Have you receive funding from the City of Carlsbad's Community Arts Grants in past years? Yes Item #65 Amount funded through Community Arts Grants 2017 $5,000 2016 $3,500 2015 $3,000 First Name Judith Last Name Anderson Are you applying as an: Arts Organization For which funding category are you filling out this Arts Projects application? Project Name Spotlight Chamber Music Series Project Summary Mainly Mozart will continue a Carlsbad tradition begun in 2004, presenting three Spotlight chamber music concerts in 2018, one in St. Elizabeth Seton Church and two in Schulman Auditorium. The series will feature works by master composers performed by some of the world's most respected musicians. Project Dates Date Project Start April 29, 2018 Project End June 24, 2018 Funding Request from the City of Garlsbad's 7500 Cultural Arts Grants Total Project Expenses 32000 Total Number of Expected Participants and/or 750 (approx. 500 paid; 250 complimentary) Audience Attendance for Project Provide a brief organizational history and description of accomplishments in the previous year. Founded in 1988, Mainly Mozart's first festival took place in 1989 at the Old Globe Theatre, then moved in 1991 to the Spreckels Theatre and began to serve the Southern California and northern Mexico regions with concerts, education programs and a three-state goodwill tour through California, Baja California Norte, and Baja California Sur. In 2008, the Festival Orchestra found its new home, the historic Balboa Theatre in downtown San Diego. In 2013, Mainly Mozart merged with the 18-year-old Young Artists Symphony, creating the Mainly Mozart Youth Orchestra and opening the way to the founding of the bi-national Youth Orchestra of the Californias, a partnership with Tijuana's youth orchestra and music conservatory. After Founding Music Director David Atherton's retirement in 2013, Maestro Michael Francis was appointed Music Director of the Mainly Mozart Festival Orchestra. Mainly Mozart's 2017 season included: 1) Six concerts by the Mainly Mozart Festival Orchestra (concertmasters and principal players from the nation's most prestigious orchestras) joined by world-renowned soloists; 2) Ten Spotlight Chamber Music concerts at venues in Carlsbad, Rancho Santa Fe, and La Jolla; 3) Twelve concerts by the Mainly Mozart Youth Orchestra; 4) Three days of Music & the Mind presentations by internationally recognized figures in the sciences, medicine, and the arts exploring the impact of music on our brains, health and lives; 5) San Diego Makes Music, a free concert featuring the Mainly Mozart Festival Orchestra joined by student and amateur musicians in Balboa Park, 6) a variety of free and outreach programs. What makes this project distinctive? Since 2004, Mainly Mozart has produced chamber music concerts in Carlsbad, featuring works by such master composers as Mozart, Schubert, Beethoven, and Dvorak, performed by some of the world's most renowned musicians. In 2018, Mainly Mozart will produce three concerts, one at St. Elizabeth Seton Church and two at Schulman Auditorium on three Sunday afternoons. The concerts scheduled for 2018 include: Sunday, April 29, 2018 at 2:30 p.m. -St. Elizabeth Seton Church, Carlsbad Beethoven -String Trio in C minor, Op. 9, No. 3 Dvorak -Piano Quartet in D Major, Op. 23 Anton Nel, piano Steven Copes, violin Hsin-Yun Huang, viola Ronald Thomas, cello Sunday, June 3, 2018 at 2:30 p.m. -Schulman Auditorium, Carlsbad Britten -Sonata for Cello & Piano in C, Op. 65 Brahms -Sonata No. 2 in F major for Cello & Piano, Op. 99 Anne-Marie McDermott, piano Chris Costanza, cello Sunday, June 24, 2018 at 2:30 p.m. -Schulman Auditorium, Carlsbad Beethoven -Violin Sonata No. 1, Opus 12 Poulenc -Sonata for Violin & Piano Strauss -Violin Sonata in E-flat Major, Op. 18 James Ehnes, violin Orion Weiss, piano What are the outputs and/or outcomes of the The goals of the Carlsbad Spotlight concerts are project? to: 1) Produce publicly accessible performances within the City of Carlsbad. 2) Provide quality arts programming to Carlsbad residents and visitors, reinforcing Carlsbad as a vibrant arts community. 3) Provide performances at a low price ($28) to ensure accessibility for the entire community of Carlsbad and environs. 4) Provide concerts that are easily accessible to children, families, and seniors in Carlsbad. 5) Provide free tickets to low-income students and their families, identified through schools in the Carlsbad area, as well as community groups representing underserved populations. How will the project be evaluated to measure Effectiveness of the project is measured by outputs and/or outcomes? critical reviews, attendance, participant feedback in formal and informal end-of-project surveys, expressions of appreciation, and requests for improvement, changes, or continuation. Project administrators, artistic directors, and staff self- evaluate success in relation to project goals, expectations, and unforeseen circumstances through questionnaires. How will the project address community needs, Currently, Mainly Mozart's Spotlight Series is the including reaching underserved populations? one consistent, top-quality classical music subscription series taking place in Carlsbad. The organization's long-standing commitment to the community helps to bring cultural programming to the southern area of Carlsbad, which has a limited number of cultural facilities or activities. Through the Spotlight Series in Carlsbad, Mainly Mozart is providing annual high-quality artistic programming, filling an identified void in the southern region of the city. Every year, Mainly Mozart provides free tickets to Carlsbad-area low-income students and their families, as well as community groups in and near Carlsbad such as the Armed Forces YMCA, TERI Campus of Life, Casa de Amparo, the Boys & Girls Club of Carlsbad and Oceanside, and the Injured Marine Semper Fi Fund. Who is your target population? What geographic The target audience is the entire Carlsbad area will benefit from your program? community -specifically members of community groups, local churches, social service agencies, music patrons from a diverse background, and low-income populations. Mainly Mozart's target audience reflects the demographics of the City of Carlsbad: 75% Caucasian, 14% Latino, 8% Asian, and 3% other. Mainly Mozart reaches these groups through a marketing effort that connects with local businesses, senior residences, churchgoers, and community members and groups to engage the community from within. Marketing efforts, though centered on Carlsbad, spill over into neighboring communities such as Oceanside, Encinitas, San Marcos, and Vista. How will you market your project to your desired Mainly Mozart markets to a broad constituency audience? by: 1) Continuing the success of past marketing efforts, which have included a high-quality brochure distributed by direct mail, eBlasts and postcard mailings to residents of Carlsbad and surrounding communities; 2) Garnering support from Mainly Mozart's Carlsbad Advisory Council and constituency, who are willing to help promote concerts; 3) Expanding grassroots efforts and outreach in Carlsbad by strengthening connections to tourism outlets and local merchants to further publicize the series to residents and surrounding areas (Carlsbad Patch and Carlsbad Chamber of Commerce); 4) Ensuring the low cost of admissions ($28), which remains significantly lower than admission to the other venues in the Spotlight Series, while maintaining the same caliber of musicians and programming; 5) Offering concerts in a 60-to 90-minute format to suit families, children, and seniors; 6) Coordinating with senior centers in the community to provide easy access to Mainly Mozart's concerts. Are you partnering with any organizations or individuals that are involved in your project but are not employed or affiliated with the applying organization? Yes Provide names and brief description of roles for Mainly Mozart's partners for the Spotlight any partners in this project. This would include Chamber Music Series are the artists whose bias any organizations, artists or individuals involved are attached below. in your project that are not employed or affiliated with the applying organization. In one PDF document, please upload all resumes ARTIST BIOS CARLSBAD SPOTLIGHT CHA of teaching artists, artists or any other individual partners in your project. MBER MUSIC SERIES 2Q18.Qdf (51 k) Please upload your completed Project Budget form. GAG 2018 Project Budget Form 1.xlsx (14k) Upload your organization's current total budget as 10 24 2016 FINAL Budget 002 1 2016- a PDF. 17 Budget. Qdf ( 112k) Upload your organization's two most recent completed budgets. Short form 990's are 990-mozart-2.Qdf (4342k) preferred. All files must be in PDF format. Item# 103 Form 990 2013-14 1.odf(15318k\ Upload your roster of Board members. Please ensure the document includes names, titles, Board list 2017 with emails.12df (65k) organization/business affiliation, emails and areas of expertise. All files must be in PDF format. Signature of authorized representative from r;~ B - - applying entity: ~ First Name Nancy Last Name Laturno Bojanic Applicant: MAINLY MOZART PR OJECT INCOME Admissions (ll Gifts/Merchandise/ E 0 u C · Concessions "tJ (ll C .... ro w ' Advertising : ' (ll E 0 u C ' ' Other Subtotal Earned Income Private Individual Public Support : Applicant Cash "tJ (ll C .... ro (ll C :::) CAG Request Amount Other Other Subtotal Unearned Income Cash $14,000 $0 $0 $0 $14,000 Cash $0 $7,500 $3,000 $0 $7,500 $0 $0 $18,000 INCOME TOTALSI $32,000 I COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION ACTUALS -FINAL REPORT Notes Cash Notes 500 Admissions @ $28 I Subtotal Earned Income $0 Notes Cash Notes 3 corporate/individual sponsorships @ $2,500 each ' Subtotal Unearned Income $0 $0 Applicant: MAINLY MOZART COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION ACTUALS-FINAL REPORT p ROJECT EXPENSES Cash Notes Cash Notes Project Staff (non-artist) $6,000 Concert Manager (8%); Marketing/Box Office Personnel (10% Project Artist(s) or Arts $10,400 8 Artists X $1,300 per concert I nstructor(s) Educational Materials/Printing $2,000 concert programs (10%) Costumes/Props $0 Sets $0 Supplies $250 Licensing/Royalties $0 Rentals (space and/or other) $700 St. Elizabeth Seton (Schulman hopefully waived per request) Transportation $5,000 8 Artists+ 2 cellos X $500 each (airfare) Food & Beverage $0 Marketing/Promotion/ $4,000 brochure, postcards, postage costs, flyers, internet, etc. Publicity -Fiscal Agency Fee $0 Other $540 Technical Crew and equipment Other $2,560 Artist Accommodations: 8 Artists @ $160/night X 2 nights Other $550 Instrument Rental/Tuning EXPENSES TOTALSI $32,000 I $0 Applicant: MAINLY MOZART COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION IN PROJECTED -APPLICATION -KIND Value IN-KIND TOTALS I $0 I Budget Notes: For application, 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 budget must balance. Total income must equal total expenses. Round all budget figures to the nearest whole dollar. Enter a '0' in any cells that you don't have an amount to add. Notes ACTUALS-FINAL REPORT Value Notes $0 Please give detailed descriptions for each line item in the notes column. For example, if your total admissions is $1,000, enter "4 shows, 50 attendees, $5 each." Please insert your organization name in the top right header. Community Arts Grants 2018 REVISED PROJECT FORM Reference# Status Organization Name * Project Title * Contact First Name * Contact Last Name * Contact Phone Number * Contact Email Address * Describe any changes to the project for which you were awarded funds, including how income, expenses or both will be altered to balance the project budget. * Upload a revised Project Budget Form as a PDF.* Last Update Start Time Finish Time IP Browser OS Referrer 9349422 Complete Mainly Mozart Spotlight Chamber Music Series Nancy Laturno Bojanic 6192390100 nlaturno@mainlymozart.org Expenses will be lowered by paying the 8 Artists $1,200 each instead of $1,300, saving $800. The additional $1,050 will be saved by lowering marketing/promotion expenses, relying more on word-of-mouth and grassroots activities by Mainly Mozart's Carlsbad Advisory Council and other cooperating groups in Carlsbad and surrounding communities. CAG_2018_REVISED _Project_Budget_Form_ 2_CAG_2018_Project_Budget.pdf (61 k) 2017-12-14 12:46:46 2017-12-14 12:39:44 2017-12-14 12:46:46 70.166.28. 78 Chrome Mac http ://www. ca rlsbadca. gov/services/de pts/ arts/ opps/grants.asp Applicant: ),..la,\V\\ i J.;lo-z,,a.tf PR (l) E 0 u C "'C (l) C .... ro UJ (l) E 0 u C "'C (l) C .... ro (l) C => OJECT INCOME Admissions Gifts/Merchandise/ Concessions Advertising Other Subtotal Earned Income Private Individual Public Support Applicant Cash CAG Request Amount Other Other Subtotal Unearned Income Cash $14,000 $0 $0 $0 $14,000 Cash $0 $7,500 $3,000 $0 $5,650 $0 $0 $16,150 INCOME TOTALS! $30,150 I COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION Notes Cash 500 Admissions @ $28 Subtotal Earned Income $0 Notes Cash 3 corporate/individual sponsorships @ $2,500 each San Diego County Enhancement CAG Award Subtotal Unearned Income $0 $0 Applicant: M(.,\.~V\lo Jlo·utrt-COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION PR OJECT EXPENSES Cash Notes Cash Project Staff (non-artist) $6,000 Concert Mgr (8%); Marketing/Box Office Personnel (10%) " Project Artist(s) or Arts $9,600 8 Artists X $1,200 per concert lnstructor(s) Educational Materials/Printing $2,000 concert programs (10%) Costumes/Props $0 Sets $0 Supplies $250 Licensing/Royalties $0 Rentals (space and/or other) $700 St. Elizabeth Seton (Schulman hopefully waived per request) Transportation $5,000 8 Artists+ 2 cellos X $500 each (airfare) Food & Beverage $0 Marketing/Promotion/ Publicity $2,950 brochure, postcards, postage, flyers, internet advertising, etc. Fiscal Agency Fee $0 Other $540 Technical Crew and equipment Other $2,560 Artist Accommodations: 8 Artists @ $160/night X 2 nights Other $550 Instrument Rental/Tuning EXPENSES TOTALSI $30,150 I $0 IN Applicant: MQ \ v. \. 0 ..llo 1. oxt COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION -KIND Value -IN-KIND TOTALSI $0 I Budget Notes: For application, 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 budget must balance. Total income must equal total expenses. Round all budget figures to the nearest whole dollar. Enter a 'O' in any cells that you don't have an amount to add. Notes Value $0 Please give detailed descriptions for each line item in the notes column. For example, if your total admissions is $1,000, ent1 Please insert your organization name in the top right header. COMMUNITY ARTS GRANTS GUIDELINES -2018 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 Northern San Diego County region. As a component of many services an.d activities, 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. The Community Arts Grants program supports projects and activities that provide and support quality arts and cultural programming within Carlsbad. Our purpose is to: • Reinforce the artistic and cultural opportunities and experiences for our residents; • Provide arts education and lifelong learning opportunities for all ages; • Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and Northern San Diego County; • Encourage new arts programs and organizations in Carlsbad; • Celebrate and promote Carlsbad as an exciting, vibrant and creative community destination for visitors and tourists throughout the world. 2018 OVERVIEW Deadline for regular 2018 cycle grant applications is Monday, Oct. 30, 2017 at 4 p.m. Applications will only be accepted online at www.carlsbadca.gov/arts • $80,000 in funding available • All funds will be disbursed in a first payment of 80% of award after review of applications, and final 20% of award will be disbursed upon receipt of completed final report (due 30 days after completion of project) ELIGIBILITY • Programs and activities supported must take place in the 2018 calendar year, Jan. 1 -Dec. 31, 2018 • All funded activities must take place within the City of Carlsbad. The Cultural Arts Office reserves the right to negotiate the location of grant-funded activities • All applicants, including fiscal agents, must be not-for-profit, tax-exempt organizations, as determined by either the Internal Revenue Service or the California State Franchise Tax Board • When partnering, only one application may be submitted for that particular project involving both parties • For Arts In Schools, projects may not include partnership with Arts Organizations. If a school would like to partner with an arts organization for a project, the organization must be the applying party. • Frequently Asked Questions are included as Appendix 1. FUNDING CATEGORIES Funding will be organiz~d by the applicant's type of organization, then into available category or categories for that organization type. Each category will have a maximum funding limit. • Arts Organizations, including Fiscal Agents of Individual Artists o Capacity Building -$5,000 maximum award o Arts Projects -$10,000 maximum award o Arts Education -$5,000 maximum award • Educational Institutions and Affiliated Groups . o Arts in Schools -$1,500 maximum award • All organization types (Outside of regular grant cycle -more information will be available in November, 2017) o Special Opportunities -$500 maximum award ARTS ORGANIZATIONS • Arts Organizations are registered 501(c)(3) nonprofit organizations • Applicants may apply to one or both for the Capacity Building and the Arts Projects, but may only apply to Arts Projects OR Arts Education. Possible application combinations include: o Arts Projects and Capacity Building o Arts Education and Capacity Building o Only one application in either Arts Projects, Arts Education or Capacity Building • No organizations may submit multiple applications in any one category per funding cycle PROJECTS THROUGH FISCAL AGENT • Organizations or individuals who wish to apply for funding but do not have not-for-profit status may apply through a fiscal agent • Fiscal agent will be responsible for receiving awarded funds and dispersing to the applicant with a service fee no more than 10% of the amount awarded to the applicant, if any • An organization who acts as a fiscal agent is still eligible to apply for a Community Arts Grants for its own programs • Any individual artist receiving funding through a fiscal agent must be 18 years of age on or before Oct. 1, 2017 ARTS ORGANIZATIONS -CAPACITY BUILDING · • Capacity Building grants have a maximum award of $5,000 • Capacity Building grants are designed to help an arts organization with actions that improve effectiveness in terms of organizational and/or financial stability, strengthens community impact, or supports the execution of non profit's missions more effectively • Capacity Building grants will only be awarded to organizations residing in Carlsbad • These grants cannot be utilized for public performances, exhibitions, workshops, residencies, lectures or other programs that would fall under the Arts Projects category • Some examples of capacity building include: o Professional development for staff and board members o Opportunities for peer learning, networking or leadership development o Creating or re-examining organizational plans o Initiating collaboration with other nonprofits o Developing new sources for earned income o Utilizing support for high-impact projects ARTS ORGANIZATIONS -ARTS PROJECTS • Arts Projects grants have a maximum award of $10,000 • Arts project requests are for specific arts project activities such as performances, exhibitions, residencies, workshops or lectures that provide arts opportunities that take place in Carlsbad • Arts projects grants are not for general operating support, and awards must be clearly shown to be used for specific project support • Any partnership with an individual or organization must include a letter of agreement from partnering entity ARTS ORGANIZATIONS -ARTS IN EDUCATION PROGRAMS • Arts in Education grants have a maximum award of $5,000 • Arts in Education programs include a teaching artist from an arts organization leading a workshop or series of workshop or projects in a school within Carlsbad city limits • These projects can include artist-in-residence programs and assemblies or performances • Any partnership with an individual or organization must include a letter of agreement from partnering entity EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS • Requests are only available to nonprofit schools and authorized parent groups within Carlsbad city limits EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS -ARTS IN SCHOOLS • Arts In Schools grants have a maximum award of $1,500 • There is no limit to requests by school or district, though consideration will be given to projects of the same discipline from the same school • To be eligible for funding: o In-school projects must not be part of the regular curriculum, and any teaching artist(s) funded through the Community Arts Grants must not be a permanent hourly or salaried employee in the school district in which they will be leading activities to be funded by the Cultural Arts Office o Out-of-school programs may utilize teaching artists that may also be employed in the district • Any partnership with an individual or organization must include a letter of agreement from partnering entity SPECIAL OPPORTUNITIES • Special Opportunities grants are micro-grants for new arts projects that become available after the deadline for the regular Community Arts Grants 2018 cycle has passed within the funding period of Jan. 1-Dec. 30, 2018 • Requests will be accepted on a rolling bases, with a minimum of 30 days but recommended at least 60 days before the program or project is to begin • Special Opportunity grants may not be used for any project currently utilizing funds from the City of Carlsbad, including other Community Arts Grants • More information about Special Opportunity Grants will be available in November, 2017. Please contact staff with any specific questions regarding Special Opportunities grants APPLICANT INFORMATION PROGRAM SCHEDULE Oct. 30, 2017 November, 2017 Applications for the 2018 cycle are due to be submitted electronically by 4 p.m. Submitted materials are reviewed and scored by a peer panel consisting of local and regional artists and arts professionals, as well as members of the Carlsbad Arts Commission review. The panel will create a funding plan for review and final approval by the Carlsbad Arts Commission December, 2017 January, 2018 Notification and awardee agreements emails will be sent to all applicants. Any applicant that receives 75% or less of requested amount will be required to complete a Revised Project Form First payments of 80% of awards are disbursed All grantees must complete a Final Report within 30 days of program end date to receive the final payment of 20% of award. Excessively late submission of a final report may result in a reduction in the final payment. REVIEW AND SCORING OF APPLICATIONS GRANTEE PARTICIPATION IN REVIEW AND SCORING • Applicants in all categories except Capacity Building have the ability to provide one representative on their behalf to: o Be present during panel review and scoring of their organization's application • Panelists are not able to provide any further information or communication during the panel's discussion, outside of questions relating to clarification if requested by the panel o Provide a three-minute presentation to the scoring panel • Presentations can, but are not required to include Power Point, video, sound, photos and other multimedia augmentation • Only one representative from each applying organization may give presentation and be present for panel • While not required, it is strongly recommended that organizations take advantage of this opportunity to participate in their application's review process • Presentations are not scored, and are included strictly as an opportunity to provide additional information and insight to organization and proposed project • The date of the scoring panel will be set for November 15 for Educational Institutions & Affiliated Groups and November 17 for Arts Organizations. All applicants will receive information for schedule upon submission of application • All applicants must be on site at least 45 minutes prior to scheduled time to allow for fluctuations in panel schedule. Any representative that is not present when the panel reviews their application forfeits their opportunity to be present SCORING RUBRIC Scoring of applications will be on the following criteria, with each category worth 20 points, or a maximum score of 100. The provided examples are for information purposes only and are not meant to be exhaustive: • Quality of Program(s) o artistic merit of programs, qualifications of artists • Community Impact o effective service to identifiable community, level of community involvement • Management Capability o leadership strength, clarity and/or completeness of application, successful completion of past City of Carlsbad funded projects • Financial Health o history of balanced budgets and fiscal responsibility, diverse base of financial support from the community • Sustainability o sound management, long range planning, program or marketing innovation, presence of active, effective fund raising OTHER REVIEW AND SCORING INFORMATION • Incomplete applications, or applications with incorrect information, will not be referred to review & scoring panel GRANTEE REQUIREMENTS DURING PROJECT FUNDING PERIOD FINANCIAL MANAGEMENT Grant recipients are required to maintain 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 the financial accounting (expenses and revenue) for the grant project • Records that adequately identify the sources and application of funds for grant sponsored activities • Accounting records that can be supported by source documentation, like invoices, receipts, bank statements, etc. PUBLIC ACKNOWLEDGEMENT • Grant recipients must credit the Cultural Arts Office for its support of the project in printed, electronic and broadcast promotion of the funded projects • The following acknowledgement along with a logo (which will be provided, used in original dimensions) must appear on all printed and electronic materials concerning the funded project: "This program is funded in part by the City of Carlsbad's Cultural Arts Office." • Grantees failing to provide public acknowledgement may be denied funding for future applications PROMOTION • Grantees are required to keep the Cultural Arts Office informed of all program dates and times. Grantees are encouraged and expected to: o Give notifications and invitations to the Cultural Arts Office in order to extend them to the Carlsbad City Council and the Carlsbad Arts Commission at least two weeks in advance of program o Provide full and timely information to the Cultural Arts Office so grant-funded programs may be included in the Cultural Arts Office's publications, as opportunities arise. This includes providing high resolution photographs of the activities and participants of funded projects o Extensively promote funded events and projects SITE VISITS AND PROGRAM ATTENDANCE The Cultural Arts Office staff may monitor grant projects during the course of the grant cycle, including potential site visits. The reports of these visits will be included in grant application files and provide a basis for evaluation of future requests POLICIES • Once submitted, applications may be moved into a different category at the discretion of the Cultural Arts Staff • The City of Carlsbad reserves the right to limit the funding amount to any applicant, regardless of eligibility or score in the panel process, based on funding limitations of goals of the program in a given year • Cultural Arts Office staff actively and continually review and evaluate all aspects of this program and processes • Changes occur throughout the funding calendar, and Cultural Arts Office staff will provide updates on changes as they are adopted • Any proposed significant change or amendments to approved projects after approval of original application must be submitted in writing to the Cultural Arts Office by the grantee for approval before any grant funds are used, and before any execution of altered activity. This includes, but is not limited to, changes in purpose, scope, services, intended timeline, personnel, location, date, activities or budget • The Cultural Arts Office reserves the right to review, cancel or reallocate funds to projects that have significantly altered or shifted from stated goals in the original approved application and/or revised project form. Any funds cancelled must be returned to the Cultural Arts Office within 30 days of notification • No two entities (organization or school/affiliated groups) may apply for funding for the same project • Funds may not be used for fund raisers, scholarships or similar requests OTHER INFORMATION CARLSBAD ARTS COMMISSION MEETINGS: • Arts Commission meetings are public, held throughout the year and provide opportunities for citizen comments on funding program guidelines, general and specific Arts Commission and Cultural Arts Office policies, objectives, budgets requests and other matters. During these meetings, public comments from organizations, artists and members of the public is encouraged HOW TO APPLY APPLICATION All applications must be submitted on line. The application is comprised of five sections, some of which include long answer sections and attachments. The application, as well as a PDF version for your information and other grant information, is available at www.carlsbadca.gov/arts. 1. Contact Information 2. Funding Type and Category 3. Project Overview 4. Narrative 5. Budget a. A Sample Budget Itemization is included as Appendix 2 6. Signature STAFF ASSISTANCE Cultural Arts Office staff are always available to assist applicants. Please contact Megan Gilby, Community Arts Coordinator, at 760- 602-2081 or by emailing megm}.,gjJJ;l_y@carlsbadca.gqy ' APPENDIX 1 -COMMUNITY ARTS GRANTS FAQS • Are there any organizations ineligible to receive Community Arts Grant funding? o Yes. Any for-profit entity is ineligible to receive funding through the Community Arts Grants program. This includes schools and businesses. • Is there an age limit for individual artists? o Yes. Any individual artist applying or receiving funds through a fiscal agent must be 18 on or before September 30, 2017. • How are final awards decided? o All award amount decisions take into account the total amount of funding available, scores from panelists and the request from the applying entity. The scoring panel creates a funding plan based on these factors, which is forwarded to the Arts Commission for final approval. • Can one school site apply for multiple Arts in Schools awards? o Yes. While there is no limit to applications from one school site, multiple applications from one site with projects in one artistic genre (i.e. • What kinds of projects are ineligible for funding? o Projects that are general operating costs • Projects may not be the entirety of what your organization offers to the public (i.e. supporting an entire season of programming). Projects are one aspect of a larger event, or a project unto itself. • Examples could include: non-ticketed events at a large event with a mix of ticketed and non- ticketed performances, supporting new work as part of a larger season, specific series of concerts within the context of a larger festival o Capital improvements • Capital improvements are defined as significant equipment or building/improving a venue. Capital improvements have depreciation. • Examples can include: building a performance venue, purchasing substantial lighting board equipment, acquiring a kiln for an arts studio, remodeling an existing space (dressing rooms, practice rooms, etc.), improvements that are affixed to the permanent building (shelving, cabinets, storage racks) • Examples of non-capital improvements: instruments, instrument cases, sheet music • Is the live presentation portion of the review session scored by the panel? o Presentations are not scored, and are included strictly as an opportunity to provide additional information and insight to organization and proposed project. • Will we be penalized if we do not participate in the review session for our application? o Presentations are not scored, and are included strictly as an opportunity to provide additional information and insight to organization and proposed project. No organization will be penalized for not participating in the review session. • What should be included in my presentation? o Please do not repeat any information in your application. Information can include o After the presentation, no participating by the applicant will be allowed, unless requested by the scoring panel for clarification purposes Applicant: COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION ACTUALS -FINAL REPORT PROJECT INCOME Cash Notes Cash '-Admissions $1,500 3 performtwJ~-&$.5 ticket x 100 audience members ....,<,-v:;:x,li·" '•"'·~~~· QJ ~~"¼.t-~.· ~'.<,.Y'·" E Gifts/Merchandise/ IS;' \~? 8 . $0 ~::,"$::~ ' c Concessions ~i\~ ~ . . ~ ·~~@ .~l~ c Advert1s1ng ,i$0 i~:s~~ _.,·~tf~~:9 ~ ;~&. t~~~ <(~~?;i~;~~~ UJ ;~"--!"-~.::,,,::,· •!i&''s,~· 'i::''" 9,$'~'~" ... :-~ ... ~~~:.,. ~·/'•,,_"'-.¥'t.~f,t."$:~ .:.~ ,;,' Other \ s;S::O%'f '!,_f:.:v ,:,e;.'f-t'i..f:,·· ./J:1§,~ , ~~-=-. ~ ·""'~,~~$~:t?'" ~~~:fs".f _ .. .;.~};~,-Subtotal Earned Income I $1 500 1-~-:~-~~~ I ~~-· ~~~~ ::i\, ·;~1::r%i~~~~ ~~-'J.,{95M/arned Income I $0 I ~--~ ;;~~::' . .::ft~~-· Cash Notes ,'-''-" ,·'·'·:~ ..... ~.... .·~-:-r· ,;t:::,~-},{$:,;-Cash Private $0 Individual $0 fl i~",:,~~:;~$'" t\c,, ~~*-~~~'$; .§.t?;-;j,· .,~:~t:J ··,tL •., , ..... ,,, ,. .. ,~ ".' . ' ,. ', . CJ -~~·-""·--~ .. :rJ~qv _.,,-:,?-~f}~f:-·· ~?;'.:··: E Public Support $2,000 $1,000 San Diego County grant, $1,00Qj[J~ti grant ,,,:P:;1fr -Yr: 8 .,:~~i"';° .--~'$ti$::}., t '--::> ~ ~~~~~,. -;:t-=-~~-r··~;-~:::::-..... ~ ·"",. -~:.,-~..,, ':>c,.~~.v~:i. -u Applicant Cash $0 · _..:f,,~::,~--..%,;;:::-t ~ ~~"JJ'!::·' ·'.'>6:,-. L.. , ...... ..._v..:,,_ ...... IB ~ :3 CAG Request Amount $1,500 To provide funding for artist fees ~ Notes Notes ~ . ~,.::;~ ~;:~ :,~~·<>;\ Other $0 ;i~~·:--~ ~i~~~~.r ... ;~~=~ I •"-:ff::· , ::, I> Other $0 ·~~~,-.. ;~(/:-Subtotal Unearned Income I $3,500 Subtotal Unearned Income INCOME TOTALS! $5,000 :/l+~/'C '{t~~( -~-~SO& "~(-~-:. $0 "~:r~:> Applicant: PROJECT EXPENSES Project Staff (non-artist) Project Artist(s) or Arts lnstructor(s) Educational Materials/Printing Costumes/Props Sets Supplies Licensing/Royalties Rentals (space and/or other) Transportation Food & Beverage Marketing/Promotion/ Publicity Fiscal Agency Fee Other Other Other COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION Cash Notes .. -.. ~---:.?~~~:~ .. $1,250 120% of,tbt~JA~[~tic,Director cost .-~}~~~}-~ ~~t~ .t~r ~~~ · $3,000 l$1~9~~{ee x 1 groSps x 3 performances ~~~ ~ ~~*1 . . . ~~~~i-~ $'SOO Progr,a:l'T] printing .,.:;;~~'ts::~ x~~\.~ /~~:fl ~:~~~*·:}ff Jr ,:,"'~ ---, :,;,,.;,;, ,. ::-::,·--~·" ....... :f:\:i,>,.;;,':-;..,.~-... •: ,:,:;:. ~':;._.,,,,.,_\ ~ k :~:;~~ ,:. ... '"."'." ....... if.-' ·s· ~0;-~"l, ..... "'-;.: ¢,," ~~ ....... ?SS., ~'*'"' 0"'-~;:;:-.: ~*~ --· »~,~'-'" .;';;,_r*' -~-..;:,;,,_:,,; .-.. ...,.;.-·'Y'~...:·~... ~&·· ,_,._,. _.,,~~1-~,, /~:fl ~-~~·r.~:t.~~-, $0 $0 $0 ,.,,~,.-;._~;----:: '~~~,;..., --.-~·~; ,ff f ,S,• ':;:,~,~{\, -:/:ffi-,i;)~i!-~f$?$" ~»-:::.~?'"' ;-..'v.,'\~~--1,J.:,"-~:/f· ·*"S~": ~" ' ,:~:&-1ff · ""x~-li-· t"ili_,-..t-.• ~Y.j;. ~ .. y ~'e.~r-.. ~i=-» }if/ -:~~~-)· ~:;'>~~ ..,.;{fj:,?T --~it~ '.>..~·$./~.f:..~· ~~~? , ... ~~~~\ ' -f;~~--:~5:.~ d,(()~t::::-«* .. ~'$.:,.~._-;.· .·J,.S.~~v ~ ...... ~ ~ '<;-? ,.f.~.:;,~.-:~~~~~· .r:,., .. ~:;-:.~~;,.· · .. ;;· ... ~K,..:.y~ -·~'~*-:,· ~1;;::,:,;' ~V:,-.:,P)-~~z..-..v ~~ty. .. ::;.s.i~ {!~"'~ ""°"'"\'~~ ... ,~.... ..~~~>'. ":~:.; .S,\7*,~ -·~{Jt.~~~ .. ,'Y' ,~.:~f · ~~--'-:CC·' <<!';:!'~s,""~. ~~7~ .. ~,;.;.~· Cash $0 See in-kind ._!j\tfY-~··· ~4fl/; i~iJ1~} x· ,~~\J/ $0 $50 Water and cookies for performers $200 Fliers, posters, bookmarks $0 $0 f:.:}ff' ,t.@r ·· ·· 1 · .t':if:·· ~§:~:~" -.:~~~*~~:. ~--:~:-3:S· ~~:~~:.._{,-? .:-%;;,,~~,t~~~~~~.~ ,. . ,:: .. ~-~:.~ :-·~:~.-.~,~~~~----:,·<:;~~:. ';·_.;·~:,·· t;j~§t:f· ~~r~ ,.--,;_;;-~_;;~.,x,I~ ,,~,}/~ ~·§S~ t. ~:.\·~~=~ '"''"~~ .. ,·~· >-~t,~::11 •. ~"2:~} ~Y.·, ~::;.,_ .,, ACTUALS -FINAL REPORT /L:i>t< . ,. ...... . _.. Notes $0 < ~<t:;i> $0 EXPENSES TOTALS! $5,000 $0 Applicant: COMMUNITY ARTS GRANTS 2018 -PROJECT BUDGET INFORMATION IN-KIND Space Rental Value $500 iii PROJECTED -APPLICATION Notes "-........ , ..... :,~.;),.,,• Doant~i;l~!la[i;:~s.ffr,om high school .. :,.:~~~,,:..· ~~~~~~. j~~l lo/ it _.,~':tt~~,p ';t%tHl'htfY,:~.:~;}r~wv,~d$f "f· l&¼fl ~~-?jff.;1:-~½ .. ;a_.,;,·· . <tt\t\,if .i~Jf ,:-::f~~~~:::;.··'" .. ~~-~:-~ :~~·"''~··. .(,·;;.,~ -~Jti?· ,r1V -~~-1{;t}t:-~ , .... ~ .... ~ .. , 4\tvr .:i~~~-~F -.. 8-~~::1·,1:S·':,~:,:.~y'" ,..;.;:'§;.""' .... «,::,\ ... ~"~ ~ .... i~tJJ; .&"i~iJ _ ... ~~;;:~;it·?· ~ ~"~·wtsf· -~,t}ttl~·-' .. ·:~~tiji!W~ ~,f,fjl~~r --~.:,,;:~=---·· .. "-;-' -: .. ::' Value :,:_:• IN-KIND TOTALS! $500 I -~--~-,. ~-$ .-,-:" x>· ... -:--'. ~~----.. · •. \ 0 "<(' t '. . .:-<~" _ ... , .. '-Budget Notes: For application, 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 budget must balance. Total income must equal total expenses. Round all budget figures to the nearest whole dollar. Enter a '0' in any cells that you don't have an amount to add. + ACTUALS -FINAL REPORT ' ' ~ .'<. .. Notes Please give detailed descriptions for each line item in the notes column. For example, if your total admissions-!; $I,000, enter "4 shows, 50 attendees, $5 each." Please insert your organization name in the top right header. · {. ''.:--: