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HomeMy WebLinkAboutSan Diego North Coast Singers; 2020-02-07;2020 GRANT AGREEMENT FOR San Diego North Coast Singers This agreement, is made on the +:Y\,.,. day of 1,v , 20.,lo_, by San Diego North Coast Singers (ORGANIZATION), hereinafter referred to as "Gr t e," 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 2020 Community Arts Grants Program in an amount not to exceed two thousand, two hundred dollars ($2200) ("Grant.") The purpose of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope ("Agreement Scope"). Project Title: A Thousand Sweet Refrains 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 June 30, 2020. 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. In accordance with the Agreement Scope and the Community Arts Grants 2020 Guidelines, all grant funds are eligible to be used January 1 through June 30, 2020. Any extension of fund use must be requested in writing and approved in writing by City. Extension of Community Arts Grants 2020 funds will render that organization ineligible to apply for or receive additional funds as part of the subsequent Community Arts Grants 2020/21 cycle. c. 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. d. Eligible and ineligible costs include, but are not limited to, items detailed in the Community Arts Grants 2020 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, 1 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. 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 2020 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. 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, the grantee needs to submit the information to the Cultural Arts Office at least 60 days prior to the event or program. Please initial box to opt-in to promotional opportunities ~ 5. 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. 6. 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 2020 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 {30) calendar days after the Agreement Scope end date or, July 31, 2020, 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. 2 7. 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 sixty (60) days of completion of the Agreement Scope or the Project end date, whichever is earliest. 8. 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. 9. 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. 10. 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 July 31, 2020. 11. 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. 3 12. 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: San Diego North Coast Singers Attn: Sally Dean 170 Calle Magdalena Encinitas, California 92024 Email: sorelle@sorellesandiego.com 13. INDEMNIFICATION. For City: City of Carlsbad Library & Cultural Arts Director 1775 Dove Lane Carlsbad, CA 92011 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. 14. 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. 15. 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. 16. 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. 17. 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. 18. 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 \\\ \\\ 4 19. 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 9 'By: f(~ !fL;- (1'1 signature here) . t<~e,~ 5+e.v~s 1res J.~+ (Print name/Title) ol .ste..vens ciJ v--w\'Y\ lo0..-n.s, c...oW) (Email address) 1-13-.J-..C> (Date) )gw~ Le~!~~ (Print name/Title) (Email address) (Date) CITY OF CARLSBAD, a municipal corporation of the S~t te of Californian· By: ~fl.th,,U_; YI~ HEA HER PIZZUTO Library & Cultural Arts Director ATTEST: fLJv<JJu~~ BARBARA ENGLESON City Clerk If required by City, proper notary acknowledgment of execution by contractor must be attached. lL-2 Corporation, Agreement must be signed by one corporate officer from each of the following two groups. *Group A. **Group B. Chairman, President, or Vice-President Secretary, Assistant Secretary, 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. ~:E~E/JCity Attorney By: t{;l{,,LL Assistant City Attorney 5 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. Required -Completed Community Arts Grants 2020 Application 2. Optional, as needed -Community Arts Grants 2020 -Project Budget Information 3. Optional, as needed -Community Arts Grants 2020 -Revised Project Form 4. Optional, as needed -Community Arts Grants 2020 -Revised Project Budget Information 5. Required -Community Arts Grants Guidelines 2020 6 Community Arts Grants 2020 Application Reference# Status Login Usemame Login Email First Name Last Name Title Street Address City State Zip Code Phone Number Email Address Are you applying as an: 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) For which funding category are you filling out this application? Would you like to participate in an application review by Cultural Arts Staff? Organization Name Street Address City 10399071 Complete Sally Dean sorelle@sorellesandiego.com Sally Dean Director, Sorelle San Diego Women's Chorus 170 Calle Magdalena Encinitas California 92024 760-822-4862 sorelle@sorellesandiego.com Arts Organization No thank you Arts Projects Yes San Diego North Coast Singers 170 Calle Magdalena Encinitas State Zip Code Phone Number Organization website URL: What is your organization's mission statement? Is this your organization's first time applying with the City of Carlsbad? Has your organization received funding from the City of Carlsbad's Community Arts Grants program in the past? Project Name Project Summary California 92024 760-944-1866 www.SorelleSanDiego.com Sorelle is a program of San Diego North Coast Singers, a non-profit 501 (c)3. The select women's chamber chorus is comprised of dedicated professional and semi-professional vocalists. The group strives to enhance the local community by offering challenging and widely varied repertoire of diverse styles and genres. Selections range from international folksongs to art music. A key part of Sorelle's mission is to benefit local non-profit organizations serving girls and women in need by sharing a portion of ticket proceeds. A representative from the beneficiary is invited to speak at the concert, furthering awareness of their important work in the community. No Yes A Thousand Sweet Refrains Sorelle San Diego, a women's chamber chorus will present a choral concert with instrumental ensemble at The Schulman Auditorium on March 1, 2020. The ensemble includes horns, flute, bass and tambourine. The concert features Johannes Brahms' "Songs For Women's Chorus, Horns and Harp" and Carlsbad composer, Aaron Alter's west coast premier of "Lo Lanu Ha-shem", sung in Hebrew and English. The mood moves from Brahms' lush but dark themes of weeping, roaring winds, longing, and grief to Alter's lilting dance-like psalm setting with themes of kindness, truth and glory. Featured in both works will be Carlsbad harpist, Naomi Alter. Project Start Date Project End Date Funding Request from the City of Carlsbad's Cultural Arts Grants Total Number of Expected Participants for Project Total Number of Expected Audience Attendance for Project Provide a brief example of a similar recent project by you or your organization and why it was successful. 01/11/2020 03/01/2020 4200 39 140 Sorelle presented "Carols and Lullabies" in December 2017 in Encinitas CA. The concert featured folk carol arrangements for women's chorus, harp, marimba, guitar, violin, and piano. Music of diverse 20th century composers; American Conrad Susa, English Benjamin Britten, German Franz Biebl,were paired with a world premier piece written for and dedicated to Sorelle by local Escondido, CA composer , Ross Hansen. The concert costs were underwritten by an individual donor and ticket proceeds were shared with "Hand To Hand", a giving circle of the Coastal Communities Foundation that funds education, and job training for girls. There were over one hundred in attendance including singers families and friends, members of Sorelle's regular mailist, choral music afficiandos, and the general public, notified by press releases and online listings. The response was enthusiastically favorable, based on comments from audience members who greeted performers following the concert. What makes the project distinctive? What are the goals (outputs and/or outcomes) of the project? How will you measure your goals? The performance will increase public awareness of the high artistic caliber of a talented adult women's chorus. Recent scholarly research articles have brought to light a known but unacknowledged inequality in music education for girls. Sorelle's mission of performance excellence fits into a national trend to educate and inspire fair treatment and equal opportunities for girls and women in high school, university, and community choral groups. Sorelle showcases works by renowned composers of every era, including and especially, living composers. This project features a new musical composition by Carlsbad composer Aaron Alter. While instrumental chamber music concerts are common, a performance of chamber chorus with chamber music ensemble is much less frequently heard. The project goals are to present an accessible well-attended artistic and cultural concert to the residents of Carlsbad and to promote the City of Carlsbad's long established commitment to arts and culture for visitors and tourists. Highly promoting the event and then following up with a count of tickets sold in advance and at the door will measure attendance goals. A brief survey will be included in the program booklet to gain information about where audience members reside, their relative age group and their general interest in art and culture events. A student discount will be offered to encourage high school and college age music students to attend. Who is your target population and why? How will you reach them? The target population is music lovers in general and choral and instrumental music enthusiasts in particular. Digital promotion packets will be posted on Sorelle's social media sites and sent digitally to all local and nearby publications as well as online listings of arts and cultural events. Fliers will be made available for libraries, coffee shops, and other community gathering spots in Carlsbad and neighboring cities. Information will be sent to Sorelle and North Coast Singers extensive mail lists. A calendar listing will appear on The Choral Consortium of San Diego's website and will go out via their newsletter. Members of the chorus and chamber music ensemble will promote via their own social media and encourage friends and family to spread the word. Are you partnering with any organizations or Yes individuals that are involved in your project but are not employed or affiliated with the applying organization? Provide names and brief description 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. Please upload all resumes of teaching artists, artists or any other indMdual partners in your project. Only one PDF document will be accepted -please consolidate all information. Carlsbad composer, Aaron Alter Harpist, Naomi Alter. Carlsbad_Arts_Grant_Bios_2020_application.p df(144k) This space is available to you to provide any links to any marketing materials, videos, images, websites, file sharing etc. that would provide more infonnation on your project. (OPTIONAL, but recommended.) This space is available for one document upload for any supplemental infonnation you'd like to include. If you have multiple documents, please combine them into one for this upload. Any links should be included in the box above. (OPTIONAL) Please upload your completed Project Budget fonn. Upload your organization's most recently filed IRS fonn 990EZ or 990, Part I -XII, and Schedule A Upload your roster of board members. Please ensure the document includes names, titles, organization/business affiliation and areas of expertise. All files must be in PDF fonnat. Signature of authorized representative from applying entity: First Name Last Name Sorelle Spring 2019 "Carry Me Home" concert https ://app. box.com/s/oujl92gjtzx8a 1 zuvga 7m 1 m8zs8nskxp?sortColumn=name&sortDirectio n=ASC Lo Lanu Ha-Shem, audio of world premiere in Santa Fe: https://soundcloud.com/aaronaltercomposer/a aron-alter-lo-lanu-ha-shem-for-womens- chorus-and-instrumental-ensemble-world- premiere Lo Lanu Ha-Shem video of world premiere in Santa Fe: https://youtu.be/NZMOkp5UmPo hutchison Anglo_tango_Program_Final.pdf (8622k) CAG_2019_Project_Budget_Form.xlsx (14k) SDNCS_201718_ Tax_Form_990.pdf (1467k) CAG_2020_NCS_Board_of_Diretors.pdf (174k) Sally Dean Title Phone Number Email Address Last Update Start Time Finish Time IP Browser OS Referrer Director Sorelle, Founding Artistic Director Emeritus 760-822-4862 sally@sorellesandiego.com 2019-10-14 11 :32:01 2019-10-14 10:45:08 2019-10-1411:32:01 72.199.237.158 Safari Mac https://fs9.formsite.com/res/formloginReturn Applicant:San Diego North Coast Singers, SORELLE Women's Chorus PR OJECT INCOME Admissions (I) E 0 u C -c (I) C I... ro LU (lJ E 0 u C -c (lJ C I... ro (lJ C :::, Gifts/Merchandise/ Concessions Advertising Other Subtotal Earned Income Private Individual Public Support Applicant Cash CAG Request Amount Other Other Subtotal Unearned Income I $ $2,700 $0 $0 $0 $2,700 $ $0 $0 $0 $475 $4,200 $0 $0 $4,675 INCOME TOTALS ! $7,375 COMMUNITY ARTS GRANTS 2019 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION ACTUALS -FINAL REPORT Notes $ Notes Tickets: 130 @ $20 10@$10 Subtotal Earned Income $0 Notes $ Notes portion of members dues Amount requested through Community Arts Grants 2019 Amount received through Community Arts Grants 2019 Subtotal Unearned Income $0 $0 Applicant:San Diego North Coast Singers, SORELLE Women's Chorus PR OJECT EXPENSES Cash Project Staff (non-artist) $800 Project Artist(s) or Arts $2,000 lnstructor(s) Educational Materials/Printing $0 Costumes/Props $0 Sets $0 Supplies $425 Licensing/Royalties $0 Rentals (space and/or other) $500 Transportation $0 Food & Beverage $200 Marketing/Promotion/ $300 Publicity Fiscal Agency Fee $0 Other $2,200 Other $450 Other $500 EXPENSES TOTALSI $7,375 COMMUNITY ARTS GRANTS 2019 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION ACTUALS -FINAL REPORT Notes Cash Notes Rehearsal Pianist Choral Conductor Sheet Music Purchase, Brahms Rehearsal Space Post Concert Reception 5 Professional Guest Instrumentalists 1 Vocal Artist Fliers / Programs Printing Administrative Costs $0 Applicant:San Diego North Coast Singers, SORELLE Women's Chorus COMMUNITY ARTS GRANTS 2019 -PROJECT BUDGET INFORMATION IN PROJECTED -APPLICATION -KIND SUPPORT Value Notes Graphic Artist $500 Fliers/ Programs design and layout Sheet Music $100 composer donation, Alter IN-KIND TOTALSJ $600 Budget Instructions: 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 application project budget must balance. Total income must equal total expenses. Final Report may 1 Round all budget figures to the nearest whole dollar. Enter a 'O' in any cells that you don't have an amount to add. 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, SO attendees, $5 each." Please insert your organization name in the top right header. COMMUNITY ARTS GRANTS GUIDELINES -2020 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 and 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 mission is to: • Reinforce accessible 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 cu ltural organizations as an important component of the economy and quality of life in Carlsbad and Northern San Diego County; • Develop and support organizational strength and capacity of Carlsbad arts organizations; • Encourage new & emerging arts programs and organizations in Carlsbad; and • Celebrate and promote Carlsbad as an exciting, vibrant and creative community destination for visitors and tourists throughout the world. 2020 OVERVIEW Deadline for regular 2020 cycle grant applications is Monday, October 14, 2019 at 4 p.m. Applications will only be accepted online at www.carlsbadca.gov/arts • $88,000 in total funding available for the 2020 cycle, including Special Opportunity grants • The 2020 cycle will include programs within a 6-month shortened activity period, Jan. 1-June 30, 2020. This is a temporary change from previous years; programs seeking funding after June 30, 2020 will participate in the next cycle, opening Spring 2020. Subsequent cycles will include twelve months for each funding cycle • 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) ELIGIBILI TY • Programs and activities supported must take place during the six-month shortened activity period, Jan. 1-June 30, 2020 • 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 • If projects include partnerships, only one application may be submitted for that particular project involving all parties o If a school or affiliated party would like to partner with an arts organization for a project, we encourage the arts organization to act as the applying party GUIDELINES APPE NDICES • Appendix 1 -Frequently Asked Questions • Appendix 2 -Ineligible Organizations and Activities • Appendix 3 -Sample Budget • Appendix 4 -Sample Community Arts Grants 2019 Agreement FU NDING CATEGOR IES Page 1 of9 Funding will be organized by the applicant's type of organization, then into available category or categories for that organization type: • Arts Organizations, including Fiscal Agents of Individual Artists o Capacity Building -$5,000 maximum award o Arts Projects -$7,500 maximum award • Educational Institutions and Affiliated Groups o Arts in Schools -$2,500 maximum award • Special Opportunities -$3,000 total maximum in awards o $500 maximum award o All organization types o Outside of regular grant cycle, with funding available for programs taking place between Jan. 1-June 30, 2020. More information and guidelines on Special Opportunities grants will be available in Nov., 2019. o Organizations who apply for the main cycle are eligible for Special Opportunities, however any specific project part of a successful or unsuccessful application during the regular 2020 cycle is not eligible for Special Opportunities. ARTS ORGANI ZATI ONS • Arts Organizations are registered 501(c)(3) nonprofit organizations • Applicants may apply to one or both for the Capacity Building and the Arts Projects categories • No organizations may submit multiple applications in any one category per funding cycle 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 su pports the execution of non profit's mission 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 (but are not limited to): 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 $7,500 • Arts project requests are for specific arts project activities such as (but not limited to) performances, exhibitions, residencies, assemblies, 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, educational institution or organization must include a letter of agreement from partnering entity PROJECTS THROUGH FISCAL AG ENT • Individuals or organizations who do not have not-for-profit and wish to apply for funding status may apply through a fiscal agent • Fiscal agents 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 • Organizations who act as fiscal agents are still eligible to apply for a Community Arts Grants on their own behalf Page 2 of 9 • Any individual artist receiving funding through a fiscal agent must be 18 years of age on or before Oct. 1, 2019 EDUCATIONAL INSTITUTIONS AND AFFILI ATED 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 $2,500 • 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 site • To be eligible for funding: o In-school projects funded through the Community Arts Grants may not involve a permanent hourly or salaried employee in the school district in which they will be leading activities, performances or projects o Out-of-school programs may utilize teaching artists that are employed within that the applying or any district • Any partnership with an individual or organization must include a letter of agreement from partnering entity • Schools are encouraged, whenever possible, to provide art experiences that families or the greater public may participate in SPECIA L OPPORTUNITIES • Special Opportunities grants are mini-grants for arts projects that become available after the deadline for the regular Community Arts Grants 2020 cycle has passed within the funding period of Jan. 1 -June 30, 2020. Any project part of a successful or unsuccessful application during the regular 2020 cycle is not eligible for Special Opportunities • More information about Special Opportunity Grants will be available after the conclusion of the main grant cycle. Please contact staff with any specific questions regarding Special Opportunities grants APPLICANT INFORMATION PROGRAM SCHEDULE Aug.19,2019 Sept. 4 Sept. 9 Sept. 13 Sept. 16 Oct. 14 Week of Nov. 11 Dec. 5 Week of Dec. 9 January 2020 Application posted and available at www.carlsbadca.gov/artsgrants Information Session in Community Room at Cole Library, 1250 Carlsbad Village Drive, Carlsbad CA 92008 Dates ava ilable to schedule one-on-one sessions with grant program staff through Oct. 9 Application review submission deadline. All review feedback will be completed by Sept. 27 Information Session in Gowland Meeting Room at Dove Library, 1775 Dove Lane, Carlsbad CA 92011 Deadline: applications for the CAG 2020 cycle must 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. The panel will create a funding plan for review and final approval by the Carlsbad Arts Commission All applications have the opportunity to participate in the panels by being present for short question & answer session during panel week. More information on this opportunity will be sent to organizations with eligible, completed and submitted applications Funding plan presented to Arts Commission for review and approval Notification and awardee agreements packets will be sent to all applicants. Any applicant that receives <50% of requested amount will be required to complete a Revised Project Form First payments of awards are disbursed upon execution of agreements, projects commence Page 3 of 9 Jan. -June 2020 All grantees must complete a Final Report within 30 days of program end date to receive the final payment of award. Excessively late submission of a final report may result in action taken per agreement INFORMATION SESSIONS, WORKSHOPS AND APPLICATION REVIEW To continue to support our artists and organizations, the Cultural Arts Office staff is pleased to provide additional resources for our applicants in the 2020 cycle. These offerings are highly recommended for both new and returning applicants. • Information Sessions -general overview of the grant process, application and procedures • One-on-One Sessions -New for 2020, we are offering the opportunity to schedule 30-minute sessions with grant program staff to help answer questions about the process, the application or other topics. Any applicant participating in the one-on- one sessions are required to have attended at least one information session for the current grant cycle. Registration for one-on-one sessions will be available at www.carlsbadca.gov/artsgrants • Application Review -applications submitted by Sept. 13 can receive review by Cultural Arts Office staff for general feedback prior to the panel sessions. All feedback will be returned before sept. 27 to allow time for edits, if needed, by deadline o Staff will review applications for effective and impactful delivery of information, as well as to ensure completeness and clarity of information provided. Staff will not be providing feedback on cont ent, programming or other project details. PANEL REVIEW AND SCORING OF APPLICATIONS GRANTEE Q&A DURING PANEL SESSIONS • Applicants in all categories are able to provide up to two (2) representatives on their behalf to answer questions by panel members regarding their presentation or application materials • While not required, it is strongly recommended that organizations take advantage of this opportunity to participate in the review process • Question and answer sessions are not scored and are included as an opportunity to provide additional information and insight to organization and proposed project • The date of the scoring panel will be set during the week of Nov. 11. All applicants will receive information for schedule upon submission of application • All applicants must be on site at least 20 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, but will not otherwise affect their application's review • All time and representative count limits are strictly enforced. Staff reserves the right to make updates and final decisions regarding applicant presentations before and during panel sessions • Applicants/presenters will not be able to hand any materials to panelists at time of presentation. All information must be included in your application, and no new physical materials may be introduced after submission of application. SCORING RUBRIC Scoring of applications will be on the following criteria, with each category worth 10 points, with a maximum score of 30. The provided examples are for information purposes only and are not meant to be exhaustive: • Quality of Program(s) o Reinforce accessible artistic and cultural opportunities and experiences for our residents o Provide arts education and lifelong learning opportunities for all ages • Community Impact o Celebrate and promote Carlsbad as an exciting, vibrant and creative community destination for our community and students, as well as visitors and tourists throughout the world Page 4 of 9 o 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 o Accessibility of program for participants and audience members, including coverage under the Americans with Disabilities Act and economic considerations • Management Capability o Support and develop organizational strength and capacity of Carlsbad arts organizations o Encourage new & emerging arts programs and organizations in Carlsbad OTHER REVIEW AND SCORING INFORMATION • After the application deadline, program staff will review applications for completeness to deem eligibility for review by panel • As part of staff review for eligibility after application deadline, Cultural Arts Office staff will determine whether the financial health and sustainability of the organization is considered eligible to be forwarded to the panel • Any application forwarded to the panel will be reviewed within the context of the project or program outlined in the application only • Incomplete applications, or applications with incorrect information, will be deemed ineligible not be referred to the review & scoring panel GRANTEE REQUIREMENTS DURING PROJECT FUNDING PERIOD AGREEMENT All approved applications will receive an agreement packet, which will include instructions and agreement language. All agreements must be signed and submitted per instructions within 30 days of receipt. Failure to return signed agreement within this timeline may affect the current cycle award, or future application eligibility. Please see appendix 4 for a sample Community Arts Grants 2020 agreement. Any applicant that has received funds during a previous funding cycle wil l not receive their CAG 2020 agreement until the previous agreement requirements are completed and approved by staff. FINANCIAL MANAGEMENT Grant recipients are required to maintain accounts, records and evidence pertaining to costs incurred and revenues acquired under the respective grant program for three (3) years. 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. • All applications that are awarded funding must provide required documents within 30 days of receipt or notification. This includes, but is not limited to, agreements, revised project forms, final reports and financial accounting. 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. City staff must approve materials before printing, posting or use • 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: Page 5 of9 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 that 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 with notification to the applicant • 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, and updates may occur throughout the funding calendar. Cultural Arts Office staff will provide information on program updates to all grantees 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 at the discretion of the Cultural Arts Office • Review appendix 3 for a list of projects and programs ineligible for funding Page 6 of9 ' OTHER INFORMATION CARLSBAD ARTS COMMISSION MEETINGS: • Arts Commission meetings are public, held throughout the year and provide opportunities for resident 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 t he public is encouraged HOW TO APPLY A PPLICATION All applications must be submitted online. The application is comprised of five sections, some of which include long-answer sections and attachments. The application is available at www.carlsbadca.gov/artsgrants. 1. Contact Information 2. Funding Type and Category 3. Project Overview 4. Narrative 5. Budget a. A Sample Budget Itemization is included as Appendix 3 6. Signature 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 megan.gilby@carlsbadca.gov Page 7 of 9 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 1, 2018. • 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. • What if I am receiving funding from City of Carlsbad t hrough another department or division? o Any organization receiving funding through the City of Carlsbad's Community Activity Grants through the Housing and Neighborhood Services Depart ment are ineligible to receive funding through Community Arts Grants. o It is in organization's best interest to explore and apply for other grant opportunities, including the Carlsbad Library & Arts Foundation's Gartner Fund and the Carlsbad Tourism Business Improvement District grants through the City of Carlsbad. For more information, please contact our office. • 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-ticket ed 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 Page 8 of 9 APPENDIX 2: INELIGIBLE ORGANIZATIONS AND ACTIVITIES The City of Carlsbad will NOT award grants to: • Organizations receiving funding through City of Carlsbad Community Activity Grants • 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 that are solely for the promotion of or consumption by a specific religious order and/or a particular sect • Cash reserves or endowments of any kind, as awarded funds are to be expended within the designated funding period • Capital expenditures, including construction, renovation or purchase of real property o Purchases or repairs of arts-specific equipment with the capability of extended use over several years are permitted. Proposals requesting funds for such expenses should be discussed in advance with the Cultural Arts Office staff. • Private events or any activities offered for the sole purpose of raising money in excess of the value of programs or services delivered • Applications that do not support nonprofit, public art activities or projects that benefit a for-profit business or activity • Sponsored projects that benefit the sponsoring organization or are an extension of the sponsoring organization's programs or services • Support groups and/or "friends of' organizations of City departments or facilities • General operating costs, including costs associated with the start-up of a new organization • Applications to reduce existing deficits Funding may NOT be used for: • Fund-raising expenses • Projects or activities by colleges or universities for on-campus activities not intended for the general public • Consultants who are members of an applicant's staff or board • Payments to students • Scholarships, fellowships or tuition assistance • Costs incurred before the start of the funded project (earliest start date is Jan. 1, 2019) • Arts activities outside the City of Carlsbad • Entry fees for competitions or sponsorship fees • Pageants, fund-raising events or hospitality costs • Publication of manuscripts or compositions not created as part of a grant-supported project • Purchase of awards, cash prizes, contributions or donations. • Food or beverages for hospitality • Entertainment or reception functions • Internal programs at colleges or universities • Curriculum development or curricular activities • Scholarly or academic research, tuition and activities which generate academic credit or formal study toward an academic or professional degree • Creation of textbooks Page 9 of 9 Applicant: p ROJECT INCOME (I) E 0 u C -0 (I) C .... rtl LU Admissions Gifts/Merchandise/ Concessions Advertising Other Subtotal Earned Income (I) E 0 u C -0 (I) C .... rtl (I) C ::::> Private Individual Public Support Applicant Cash CAG Request Amount Other Other . ( $ $0 $ ,,,,.. / Subtotal Unearned lnco'?l{ '-"SO "- INCOME TOTALS $0 _,, COMMUNITY ARTS GRANTS 2020 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION ACTUALS -FINAL REPORT Notes $ Notes //;) ( \V7 / I "' ,~""~ I ~ ~"-" -Subtotal Earned lzomec so, \ 'V Notes '-'$ "Nqtes / '~ I/ " I "~ "Ir / ' I\ ~ <( ~" '< ~~~ V Amount requested through mmunity Arts Grants 2019 Amount received through Community Arts Grants 2019 r ( ) r/ I ~~ '') Subtotal Unearned Income $0 I $0 I Applicant: COMMUNITY ARTS GRANTS 2020 -PROJECT BUDGET INFORMATION • PROJECTED -APPLICATION ACTUALS -FINAL REPORT PR OJECT EXPENSES Cash Notes Cash Notes Project Staff (non-artist) ...--... "\, Project Artist(s) or Arts // I\ lnstructor(s) Educational Materials/Printing ,, ,~/ ~ Costumes/Props / I"'" .... ~( r' '\, Sets \ Supplies "" ), ~ Licensing/Royalties Ir,,"' < r: l ' ' _) Rentals (space and/or other) Transportation /-1 I Food & Beverage ~ "'-' Marketing/Promotion/ 7~~ v Publicity - Fiscal Agency Fee ~ ,~ ( ( )~ Other ( ( / \ '-./ Other "-= / ) ~ ,. Other ~ 1,r EXPENSES TOT ALSI $0 $0 Applicant: COMMUNITY ARTS GRANTS 2020 -PROJECT BUDGET INFORMATION PROJECTED -APPLICATION ACTUALS -FINAL REPORT IN-KIND SUPPORT Value Notes IN-KIND TOTALSI $0 $0 Budget Instructions: The application project budget must balance. Total income must equal total expenses. Final Report may c Round all budget figures to the nearest whole dollar Enter a 'O' in any cells that you don't have an amount to add. Please give detailed descriptions for each line item in the notes column. For example, if your total admissions is $1,000, enter "4 shows, SO attendees, $5 each." Please insert your organization name in t C top right header.