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HomeMy WebLinkAboutVilla-Lobos International Chamber Music Festival Inc; 2021-09-22; PSALCA-22043CA1 Fiscal Year 2021-22 GRANT AGREEMENT FOR Villa-Lobos International Chamber Music Festival Inc This agreement, is made on the day of , 20 , by Villa-Lobos International Chamber Music Festival Inc (ORGANIZATION), hereinafter referred 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 FY 2021-22 Community Arts Grants Program in an amount not to exceed three thousand eight hundred thirty-six dollars ($3,836) (“Grant.”) The purpose of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope (“Agreement Scope”). Project Title: Villa-Lobos International Chamber Music Festival, Carlsbad Residency 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 September 30, 2022. 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 Fiscal Year 2021-22 Community Arts Grants Guidelines, all grant funds are eligible to be used September 1, 2021 through August 31, 2022. Any extension of fund use must be requested in writing and approved in writing by City. Extension of Community Arts Grants FY 2021-22 funds may render that organization ineligible to apply for or receive additional funds as part of the subsequent Community Arts Grants FY 2022- 23 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 Fiscal Year 2021- 22 Community Arts Grants 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, 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. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2Debbie Jo McCool Mimi Kim Richard SchultzDebbie Jo McCool Suzanne Smithson Ed Garbo 22nd 21September 2 d. 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. e. 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. f. Grantee agrees to acknowledge the City’s Grant consistent with the Fiscal Year 2021-22 Community Arts Grants Guidelines, attached hereto as Exhibit A. g. 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. h. Grantee shall retain all records and supporting documentation, including expenditure receipts, applicable to the Agreement Scope and this Agreement for a period of three (3) years, and make all records and supporting documentation readily available, upon request, for inspection and/or audit by representatives of the City. 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. However, if, due to COVID-19 or local health orders, Grantee is unable to complete all events or requirements of the Scope of Work, Grantee may be required to return up to the full amount of the award or a prorated amount based on the percentage of the work completed. 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 Fiscal Year 2021-22 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, September 30, 2022, 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. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 3 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 Library & Cultural Arts Director or designee. 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. b. Any changes, whether planned or unanticipated, to funded projects due to the COVID-19 pandemic (including, but not limited to, state or local health orders and social distancing measures) must be submitted to City at least seven (7) calendar days before implementation of the change. Proposed modifications will be reviewed on a case by case basis, and the City's Cultural Arts Manager or designee will notify Grantee in writing whether the proposed changes are approved. Any project changes must continue to adhere to the City’s Fiscal Year 2021-22 Community Arts Grants Guidelines provided with the original executed agreement. 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 September 30, 2022. 11. DISCRIMINATION AND HARASSMENT PROHIBITED. Grantee will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 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. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 4 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: For City: Villa-Lobos International Chamber Music Festival Inc City of Carlsbad Attn: Lars Hoefs Library & Cultural Arts Director, Suzanne Smithson Villa-Lobos International Chamber Music Festival Inc 1775 Dove Lane Oceanside, CA 92056 Carlsbad, CA 92011 Email: larshoefs@hotmail.com 13. INDEMNIFICATION. Grantee hereby agrees to defend, indemnify, and hold free and harmless the City, its officers, officials, employees, and volunteers from and against any and all claims, damages, losses, costs (including but not limited to attorney's fees) and liabilities of any kind arising directly or indirectly out of, or related in any way whatsoever to the provision of Grant proceeds. 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 \\\ \\\ DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 5 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 CITY OF CARLSBAD, a municipal corporation of the State of California *By: By: (1st signature here) SUZANNE SMITHSON Library & Cultural Arts Director As authorized by the City Manager (Print name/Title) (Email address) ATTEST: (Date) **By: (2nd signature here) For FAVIOLA MEDINA City Clerk Services Manager (Print name/Title) (Email address) (Date) If required by City, proper notary acknowledgment of execution by contractor must be attached. If a Corporation, Agreement must be signed by one corporate officer from each of the following two groups. *Group A. **Group B. Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: For CELIA A. BREWER, City Attorney By: ____________________________ Deputy/Assistant City Attorney DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 9/12/2021 Lars Hoefs larshoefs@hotmail.com President treasurer erhoefs.hoefs01@gmail.com Eugene Hoefs 9/13/2021 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: Required 1. Fiscal Year 2021-22 Community Arts Grants Guidelines 2. Completed Community Arts Grants FY 2021-22 Application Optional, As Needed 3. Community Arts Grants FY 2021-22 – Project Budget Information 4. Community Arts Grants FY 2021-22 – Revised Project Form 5. Community Arts Grants FY 2021-22 – Revised Project Budget Information DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 1 of 8 FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS GUIDELINES WELCOME The City of Carlsbad Cultural Arts Office serves to encourage, develop and facilitate an enriched environment of artistic, creative and cultural activity in the City of Carlsbad and the North San Diego County region. The Cultural Arts Office manages funding programs to provide financial support to organizations, schools and individuals for various projects through a competitive application and review process. These projects benefit the community through an array of activities for schools, artists and organizations. The Community Arts Grants program was identified for continued and increasing support by the Carlsbad City Council through the updated 2018 Arts & Culture Master Plan. The Community Arts Grants program supports activities that provide and support quality arts and cultural programming within Carlsbad. Our mission is to: •Reinforce accessible arts and culture opportunities and experiences for Carlsbad students and residents •Provide arts education and lifelong learning opportunities for all ages •Support local and regional arts organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County •Support arts education in schools and through affiliated organizations •Develop and support organizational strength and capacity of Carlsbad arts organizations •Encourage new and emerging arts programs and organizations in Carlsbad, and •Celebrate Carlsbad as an exciting, vibrant and creative destination for our residents and visitors alike. FISCAL YEAR 2021-22 OVERVIEW The updated Fiscal Year 2021-22 guidelines reflect changes necessary to support and provide funding to artists and arts organizations in Carlsbad and surrounding areas during the COVID-19 pandemic. Changes have been approved by the City of Carlsbad’s Arts Commission on May 7, 2020. Important dates for the Fiscal Year 2021-22 grant cycle application are as follows: Applications open: Monday, April 12, 2021 Applications due: Monday, May 24, 2021 Arts Commission Funding Plan review & approval: Thursday, August 5, 2021 All projects must be completed by August 31, 2022 Applications will be submitted online at www.carlsbadca.gov/artsgrants •Total funding available for the Fiscal Year 2021-22 cycle is $88,000 •All projects must be completed by August 31, 2022 •All final reports are due within 30 days of the completion of the event or September 30, 2022, whichever comes first •80% of all awarded funds will be disbursed after agreements are executed; the final 20% once the final report and budget are submitted and approved HEALTH AND SAFETY CERTIFICATION •Any and all projects, programs and activities supported by the Community Arts Grants must adhere to any and all health and safety requires as outlined by state, county, local or other governmental bodies at all times. Failure to do so may result in cancellation of the agreement and returning of grant funds. EXHIBIT "A"DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 2 of 8 ELIGIBILITY • All applicants, including fiscal agents, must be determined to be not-for-profit, tax-exempt organizations 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 project involving all parties o If a school would like to partner with an arts organization or artist, all partnerships must include a signed letter of agreement between the two parties GUIDELINES APPENDICES • Appendix 1 – Community Arts Grants FAQs • Appendix 2 – Ineligible Organizations and Activities FUNDING CATEGORIES Funding is structured by classification of each organization, then according to available categories: • 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 ARTS ORGANIZATIONS • Arts Organizations must be registered 501(c)(3) nonprofit organizations • Applicants may apply to one or both the Arts Projects and Capacity Building categories and may submit these applications in the same round or different rounds • Applicants may only submit one application per 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 improve its effectiveness, strengthen organizational and/or financial stability, increase community impact and effectively support the nonprofit’s mission • Capacity Building grants will only be awarded to organizations based in Carlsbad • Grants cannot be used for projects that fall under the Arts project category. Examples of potential projects include but are not limited to: o Marketing support for changes in programming o Staff training and/or technology to transition to virtual programming 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 DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 3 of 8 ARTS ORGANIZATIONS – ARTS PROJECTS • Arts Projects grants have a maximum award of $7,500 • Arts Projects will be defined as programs, activities and events that are primarily designed to be arts focused. These projects may be presented either virtually or in person, ONLY if all current health and safety requirements are met and crowd size limitations have been lifted. • Virtual events must be in place of programs or projects that normally would have been held in Carlsbad. • Arts Project grants are not for general operating support, and awards must be clearly shown to be used for specific project support • Any partnership between an individual, educational institution or organization must include a letter of agreement from partnering entity PROJECTS THROUGH FISCAL AGENT • Individuals or organizations aspiring to a non-profit status may apply through a fiscal agent • Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of the amount awarded to the applicant • Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants on their own • Any individual artist receiving funding through a fiscal agent must be 18 years of age on or before the application due date EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS Requests are only available nonprofit schools and authorized parent groups residing in Carlsbad. EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS • Arts in Schools grants have a maximum award of $2,500 • Arts in Schools will be defined as programs, activities and events that are primarily designed to be arts focused. These projects may be presented wither virtually or in person ONLY if all health and safety requirements are met and crowd size limitations have been lifted • Virtual events must be in place of programs or projects that normally would have been held in Carlsbad. • 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 • No in school project funded through the Community Arts Grant may involve a full-time hourly or salaried employee in the school district in which they will be leading activities, performances or projects but may utilize teaching artists that are employed by any district o Out of school programs may utilize teaching artists that are employed by any district • All partnerships must include a signed letter of agreement DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 4 of 8 APPLICANT INFORMATION PROGRAM SCHEDULE Ongoing: Phone or video conference meetings can be arranged with grant program staff. To make an appointment, please contact the Cultural Arts Office mainline at 760-602-2090 or email: arts@carlsbadca.gov April 12, 2021: Application Opens: application link available at www.carlsbadca.gov/artsgrants May 24, 2021: Application Deadline: applications must be submitted electronically by 11:59 p.m. June 2021: 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 August 5, 2021: Funding plan presented to Arts Commission for review and approval August 9, 2021: Notifications begin, and awardee DocuSign agreements will be emailed shortly thereafter. Any applicant that receives less than 50% of requested amount will be required to complete a Revised Project Form September 1, 2021: Deadline for DocuSign agreement completion and projects commence August 31, 2022: Fiscal Year 2021-22 Funding Cycle ends September 30, 2022: All Fiscal Year 2021-22 Final Reports are due APPLICANT WORKSHOPS AND APPLICATION REVIEW • To continue to support our artists and organizations, the Cultural Arts Office staff is pleased to provide virtual workshops. Workshop details will be announced in late April 2021. Visit Cultural Arts at www.carlsbadca.gov/artsgrants. PANEL REVIEW AND SCORING OF APPLICATIONS Submitted materials are reviewed and scored by a virtual 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. SCORING RUBRIC Application scores will be on the following criteria, which are aligned with the Community Arts Grants mission. Panelists will be asked to score applications on how closely the project(s) achieve these goals. • Project Design o Reinforce accessible artistic and cultural opportunities for our residents o Provide arts education and lifelong learning opportunities for all ages • Project Participants o Celebrate Carlsbad as an exciting, vibrant and creative destination for our residents, students and visitors o Support local and regional arts and cultural organizations as important components of the economy and quality of life in Carlsbad and North San Diego County o Accessibility of program for participants and audience members under the Americans with Disabilities Act • Project Oversight o Support and develop organizational strength and capacity of Carlsbad arts organizations DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 5 of 8 o Encourage new and emerging arts programs and organizations in Carlsbad OTHER REVIEW AND SCORING INFORMATION • Cultural Arts Office staff will review applications after the deadline to deem eligibility to be forwarded to the scoring panel and will determine whether the financial health and sustainability of the organization is eligible • Any application deemed eligible and forwarded to scoring panel will be reviewed within the context of the project or program outlined in the application • Incomplete applications, or applications with incorrect information, will be deemed ineligible GRANTEE REQUIREMENTS DURING PROJECT FUNDING PERIOD AGREEMENT All approved applications will need to enter into an agreement with the City of Carlsbad. The City of Carlsbad uses DocuSign for all grant agreements. All agreements must be signed by two (2) officers listed on the organization’s Statement of Information filed with the California Secretary of State. These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e. CEO, CFO, Secretary). Further documentation of signature authorization will be requested if the most recent Statement of Information has not been filed. FINANCIAL MANAGEMENT Grant recipients are required to maintain three (3) years of accounts, records and evidence pertaining to costs incurred and revenues acquired under the respective grant program. Grantees should be able to provide upon request: • Accurate, current and complete disclosure of revenue and expenses for the project • Records that adequately identify the sources and application of funds for grant sponsored activities • Accounting records supported by source documentation – invoices, receipts, bank statements, etc. • All awardees must provide 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 promotions • The following acknowledgement along with a logo (provided with use guidelines) must appear on all printed and electronic materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.” • Grantees who fail to provide public acknowledgement may be denied future project funding PROMOTION BY CITY • Grantees are required to keep the Cultural Arts Office informed of all program dates and times • If grantee wishes to participate in promotion through approved city channels, they may opt-in as part of the agreement. All participation in promotion through city’s social media channels as well as other outlets, is subject to review, edits and approval by program staff prior to promotion • Grantees are encouraged and expected to: o Give notifications and invitations to the Cultural Arts Office in order to extend them to the Carlsbad Arts Commission at least two weeks in advance of program o Extensively promote funded events and projects DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 6 of 8 POLICIES • Once submitted, applications may be moved into a different category at the discretion of the Cultural Arts Office staff. Notification will be made to the applicant • The City of Carlsbad reserves the right to limit funding amount to any applicant, regardless of eligibility or panel score based on funding limitations of goals of the program in a given year • Cultural Arts Office staff actively review and evaluate all aspects of this program and processes. 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 changes or amendments by grantee to approved projects must be submitted in writing to the Cultural Arts Office by the grantee before any grant funds are used, and before 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. This requirement will be included in the agreement. • The Cultural Arts Office reserves the right to review, cancel or reallocate project funds that have been significantly altered or shifted from stated goals in the original approved application and/or revised project form. Cancelled funds 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. • Review Appendix 2 for a list of projects and programs ineligible for funding. OTHER INFORMATION CARLSBAD ARTS COMMISSION MEETINGS: Carlsbad Arts Commission meetings are public held throughout the year. For more information about the duties of the Carlsbad Arts Commission and its meetings, visit www.carlsbadca.gov. HOW TO APPLY APPLICATION All applications must be submitted online. The application is comprised of approximately five main sections, some of which include long-answer sections and attachments. The application is available at www.carlsbadca.gov/artsgrants. 1. Organization Information 2. Project Information and Narrative 3. Project Support Information 4. Budget (a sample budget form is included as Appendix 3) 5. Signatory Information ASSISTANCE Cultural Arts Office staff are always available to assist applicants. Please contact the Cultural Arts Office at arts@carlsbadca.gov or by phone at 760-602-2090. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 7 of 8 APPENDIX 1: COMMUNITY ARTS GRANTS FAQS • Are there any organizations ineligible to receive Community Arts Grant funding? o Yes. For-profit organizations are 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 application deadline. • How are final awards decided? o All award amount decisions consider 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 through another department or division? o Any organization awarded a City of Carlsbad’s Community Activity Grant through the Housing and Neighborhood Services Department 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 and 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. music) will be taken into consideration. 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 sect • Cash reserves or endowments of any kind. Awards are to be expended within the designated funding period • Capital expenditures, including construction, renovation or purchase of real property 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. • Applications that do not support nonprofit, public art activities or projects that benefit a for-profit business or activity • Projects through a fiscal sponsor that benefit the sponsoring organization or are an extension of the sponsoring organization’s programs or services • Support groups and/or non-profit organizations supporting city departments or facilities • General operating costs, including costs associated with the start-up of a new organization • Applications to reduce existing deficits Funding may NOT be used for: • Fund-raising expenses • 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 or outside the funding period DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Page 8 of 8 • Any and all in-person activities outside the City of Carlsbad limits • 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 monetary awards, cash prizes, contributions or donations • Scholarly or academic research, tuition and activities which generate academic credit or formal study toward an academic or professional degree • Creation of textbooks DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION $Notes $Notes Admissions Gifts/Merchandise/ Concessions Advertising Other Subtotal Earned Income $0 Subtotal Earned Income $0 $Notes $Notes Private Individual Public Support Applicant Cash CAG Request Amount Amount requested through Fiscal Year 201-22 Community Arts Grants Amount received through Fiscal Year 2021-22 Community Arts Grants Other Other Subtotal Unearned Income $0 Subtotal Unearned Income $0 $0 $0INCOME TOTALS PROJECTED - APPLICATION ACTUALS - FINAL REPORT PROJECT INCOME Earned IncomeUnearned IncomeDocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION Cash Notes Cash Notes Project Staff (non-artist) Project Artist(s) or Arts Instructor(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 PROJECT EXPENSES PROJECTED - APPLICATION ACTUALS - FINAL REPORT DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION $0 $0 Value Notes Value Notes $0 $0 Budget Instructions: Enter a '0' 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, 50 attendees, $5 each." Please insert your organization name in the top right header. ACTUALS - FINAL REPORT IN-KIND SUPPORT 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 d Round all budget figures to the nearest whole dollar. EXPENSES TOTALS IN-KIND TOTALS PROJECTED - APPLICATION DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 1 Villa-Lobos International Chamber Music Festival, Carlsbad Residency Fiscal Year 2021-22: Arts Projects for Arts Organizations Villa-Lobos International Chamber Music Festival Inc Lars Hoefs 4814 Terracina St. Oceanside, CA 92056 larshoefs@hotmail.com O: 937-626-2495 Lars Hoefs 4814 Terracina St. Oceanside, CA 92056 larshoefs@hotmail.com O: 937-626-2495 EXHIBIT "A"DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 2 Application Form Organization Information Are you an individual artist applying through a fiscal agent?* No Primary Organization Name Name as shown on an IRS letter of determination. Villa-Lobos International Chamber Music Festival Inc DBA (if applicable) [Unanswered] Organization Website http://villalobosfestival.com/ Organization Mission Statement: Please provide your organization's mission statement. If you have a GuideStar profile, you may copy and paste your organization's GuideStar mission statement or provide another version here. If you are an individual artist, use this section to give us an idea of your mission/vision as an artist. The Villa-Lobos International Chamber Music Festival is dedicated to the promotion and celebration of Latin American chamber music, presenting an annual festival of 15-20 concerts across San Diego, Riverside, and Los Angeles counties. The festival aims to expose Southern California audiences to Latin American chamber music, a genre largely underrepresented. Programming is anchored by works of Brazilian composer Heitor Villa-Lobos, as well as premiering new works by living Latin American composers. The festival serves as a cultural bridge as well as a mirror, revealing aspects of Latin American art and culture already present in Southern California. Project Information and Narrative Project Name:* Please provide us with the name of the arts project. Villa-Lobos International Chamber Music Festival, Carlsbad Residency Project Summary:* Please provide us with a brief summary of your project. The project proposes a 6-concert residency in Carlsbad of Latin American chamber music as part of the annual Villa-Lobos International Chamber Music Festival, an annual festival in Southern California let by DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 3 cellist and artistic director Lars Hoefs. The concerts will feature world class artists performing rarely-heard, fascinating and attractive chamber music by composers from Brazil, Argentina, and other Latin American countries. Instrumental formations will include cello/piano duo, clarinet/cello/piano trio, and a crossover jazz quartet with local legend Peter Sprague on guitar. Four of the concerts will take place in the Schulman Auditorium, and two concerts will be held at Carlsbad High School and/or Sage Creek High School. Lars Hoefs, who is also professor of cello and music history at Sao Paulo State University in Campinas, Brazil, is an internationally recognized expert on Villa-Lobos and will provide educational and entertaining commentary about the music at the concerts. All concerts will be free admission and open to the public. Project Start Date:* 01/01/2022 Project End Date:* 02/15/2022 Project Details: Please provide additional details for the project such as additional dates, times and location(s) for all project events for marketing, communications and/or possible future site visits. Concert #1: “Sambatango”, Schulman auditorium. Victor Asuncion, piano; Lars Hoefs, cello. #2: “Brazilian Soul”, Schulman aud. Aline Alves, piano; Lars Hoefs, cello. #3: “The Four Seasons of Buenos Aires” Schulman aud. Blue Rose Trio: Rose Chen, piano; Karl Pasch, clarinet; Lars Hoefs, cello. #4: “Brazilian Landscapes”, Carlsbad High School aud. Blue Rose Trio. #5: “Bachianas Brasileiras”, Sage Creek High School aud.. Aline Alves, piano; Lars Hoefs, cello. #6: “Rendezvous in Realtime with Peter Sprague”, Schulman aud. Peter Sprague, guitar; Bridget Dolkas, violin; Lars Hoefs, cello; Duncan Moore, percussion. Exact dates and times to be determined based on scheduling availability. Amount Requested:* This is the amount your organization is requesting from the City of Carlsbad's Cultural Arts Grants. Please note that the maximum funding amount request is $7,500 for Arts Projects. $7,500.00 Participants:* Total number of expected participants for this project (i.e. artists, coordinators, directors.) 25 Audience:* Total number of expected audience attendance for this project. 500 DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 4 Previous Project Success: If your organization has completed a similar project, please provide details of the project and why it was successful. Our organization has completed 6 annual editions of the Villa-Lobos International Chamber Music Festival, from 2015 – 2020, at venues in Southern California focused in Los Angeles and Riverside counties, with a total of 88 concerts realized. Videos, photos, and concert programs can be found on the site http://villalobosfestival.com/ . Our organization has learned and improved considerably over the 6 years of the festival’s activity, and we are now confident in the success of our project model. That model consists of artistic director Lars Hoefs curating programs of fascinating and rare Latin American chamber music and inviting excellent musicians to perform these works in intimate settings, establishing a convivial and comfortable atmosphere with audiences. The festival has built an enthusiastic following over the years and returns each January to perform in the same venues in Los Angeles, Pasadena, Malibu, Riverside, and Encinitas, and this is indeed the goal with Carlsbad – we hope to establish an annual residency in Carlsbad as part of our festival, to return each year with more concert offerings. Project Distinction: What makes this project distinctive? Our festival is the only of its kind in the United States – the only annual chamber music festival dedicated to the performance of Latin American concert music. Given the extraordinary wealth of fabulous chamber music composed by Latin Americans, it seems surprising that more concerts are not dedicated to them. We find that Southern California is a perfect home for our festival, and as the latino population in Southern California is considerable, the festival acquired an added dimension of cultural resonance and recognition. As musicians will receive their performance fees through the grant, all concerts will be free admission to the public, making the music available to all who care to experience it. Project Goals: What are the goals (outputs and/or outcomes) of the project? How will you measure your goals? The short-term goal of this project is to transplant the successful model of the Villa-Lobos International Chamber Music Festival, what we’ve achieved in Los Angeles and Riverside, to Carlsbad, by holding a 6- concert residency in January of 2022. The long-term goal is to establish this residency as an annual occurrence, to perform 6 or more chamber concerts each January in Carlsbad and in so doing build a local audience and connect more people each year with Latin American chamber music. As outcomes of realizing these goals, we hope to widen the Carlsbad population’s awareness and understanding of Latin American chamber music, to encourage young musicians and students to learn and study and perform Latin American chamber music, and to generally build cultural bridges between people of different backgrounds and experiences. Target Population: Who is your target population and why? How will you reach them? Our target population is all of Carlsbad, with no exceptions. Traditional classical chamber music is a genre of music that enjoys a small but dedicated audience base among the citizens of Carlsbad, and we plan to receive those who are already passionate about this form of intimate music-making. We also plan to reach out to people who don’t usually seek out chamber or classical music performances, and we are convinced that we can win them over to return to future concerts. More significantly, we are presenting chamber music by Latin American composers, and our mission is to celebrate and promote this music that has been largely underrepresented and overlooked. As such our musical offerings have the potential to reach and interest Carlsbad’s Latino community. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 5 More specifically, we will target students in Carlsbad middle and high schools as well as their families by collaborating with orchestra teachers such as Marina Hall to organize 2 concerts especially for them. We will reach younger music students in Team Violin and Team Cello through their teachers Bridget Dolkas and Jenny Dolkas. We will target residents of the Carlsbad Senior Center and invite them to daytime concerts at the Schulman Auditorium. And we will spread the word of the concerts by visiting local businesses and restaurants and cafes and disseminating flyers, as well as mounting a substantial online promotional campaign to reach as many Carlsbad residents as possible with information about our concerts. Project Partnerships: If applicable, please provide names and brief descriptions of roles for any partners in this project. This would include any organizations, artists or individuals involved in your project that are not employed or affiliated with the applying organization. Marina Hall, Director of Orchestras at Aviara Oaks Middle School, will organize two concerts for our organization to perform at Carlsbad High School and/or Sage Creek High School auditoriums, depending on availability. Partner Resumes: If applicable, you may upload any resumes of teaching artists, artists or any other partners in the proposed project here. Please consolidate into one PDF if possible. *Feel free to contact the Cultural Arts Office at 760-602-2090 or email arts@carlsbadca.gov should you need assistance. Partner Resumes.pdf Organization Changes/Challenges/Circumstances: What special circumstances, challenges or changes have affected your organization? What impact has this had on your organization? For the first 6 years of our organization's festival, we did not have non-profit tax-exempt status, and therefore were not eligible for grants such as this one. Now that we have achieved the necessary status, we hope to grow the organization's activity with financial help from cultural arts grants. While our operations do not require a great deal of funding, the musicians who perform the concerts in our festival must be paid an adequate amount relative to the enormous amount of time they dedicate to individual practice and group rehearsal in preparation for the concerts. Of the amount being asked for in this application, the majority will go to paying fees to performing musicians for the concerts that they will perform in Carlsbad. Without grants like this one, it is very difficult for musicians to be respectfully paid for their high-quality work for chamber music concerts in Carlsbad, and it is also difficult for Carlsbad audiences to find high-quality chamber music performances locally. The proposed project offers the chance for Carlsbad residents to hear excellent concerts of rare and underrepresented Latin American chamber music, and affords our organization the opportunity of establishing a presence in Carlsbad and hopefully turning into an annual residency. Project Support Information Materials Upload (OPTIONAL, but recommended): Please upload any marketing materials, images and/or files that would provide more information about your project. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 6 Videos Upload (OPTIONAL): Please provide us with a host website link for all videos relevant to the project. http://villalobosfestival.com/ Videos Upload (OPTIONAL) If you do not have a URL that hosts your video, you may upload it here. Additional Materials: You may upload any other additional supplemental materials you wish to provide here (i.e. letters of support from partnering organization(s) that is essential to your project.) Budget Information Total Project Budget $11,200.00 Project Budget Form:* Download a Community Arts Grants budget form and complete the "Projected" column. Save your completed file as a PDF and upload your project budget form here. Make sure costs tie in with your project narrative. *Budget forms will be available on the Cultural Arts Community Arts Grants webpage. Feel free to contact the Cultural Arts Office at 760-602-2090 or email arts@carlsbadca.gov should you need assistance. Carlsbad Arts Project FY 2021-22 Project Budget Form.pdf Organizational Budget:* Please upload a current organizational budget. Organizational Budget.pdf Letter of Determination: If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination. IRS letter of determination.pdf Board Roster:* Please upload your organization's roster of board members and ensure the document includes names, titles, organization/business affiliation and areas of expertise. Alternatively, we will also accept the most recent board meeting minutes that includes the board roster. Board Roster.pdf DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 7 File Attachment Summary Applicant File Uploads • Partner Resumes.pdf • Carlsbad Arts Project FY 2021-22 Project Budget Form.pdf • Organizational Budget.pdf • IRS letter of determination.pdf • Board Roster.pdf DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Partner Resumes • Victor Asuncion, piano Hailed by The Washington Post for his “poised and imaginative playing,” Filipino- American pianist Victor Santiago Asuncion has appeared in concert halls in Brazil, Canada, Ecuador, France, Italy, Germany, Japan, Mexico, the Philippines, Spain, Turkey and the USA, as a recitalist and concerto soloist. He played his orchestral debut at the age of 18 with the Manila Chamber Orchestra, and his New York recital debut in Carnegie’s Weill Recital Hall in 1999. In addition, he has worked with conductors including Sergio Esmilla, Enrique Batiz, Mei Ann Chen, Zeev Dorman, Arthur Weisberg, Corrick Brown, David Loebel, Leon Fleisher, Michael Stern, Jordan Tang, and Bobby McFerrin. A chamber music enthusiast, he has performed with artists such as Lynn Harrell, Zuill Bailey, Andres Diaz, James Dunham, Antonio Meneses, Joshua Roman, Cho-Liang Lin, Giora Schmidt, the Dover, Emerson, Serafin, Sao Paulo, and Vega String Quartets. He was on the chamber music faculty of the Aspen Music Festival, and the Garth Newel Summer Music Festival. He was also the pianist for the Garth Newel Piano Quartet for three seasons. Festival appearances include the Amelia Island, Highland-Cashiers, Music in the Vineyards, and Santa Fe. His recordings include the complete Sonatas of L. van Beethoven with cellist Tobias Werner, Sonatas by Shostakovich and Rachmaninoff with cellist Joseph Johnson, the Rachmaninoff Sonata with the cellist Evan Drachman, and the Chopin and Grieg Sonatas, also with cellist Evan Drachman. He is featured in the award winning recording “Songs My Father Taught Me” with Lynn Harrell, produced by Louise Frank and WFMT-Chicago. Mr. Asuncion is the Founder, DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 and Artistic and Board Director of FilAm Music Foundation, a non-profit foundation that is dedicated to promoting Filipino classical musicians through scholarship, and performance. He received his Doctor of Musical Arts Degree in 2007 from the University of Maryland at College Park under the tutelage of Rita Sloan. Victor Santiago Asuncion is a Steinway artist. • Bridget Dolkas, violin Bridget Dolkas, Principal Second Violin of the Pacific Symphony, enjoys life as an innovative musician of the 21st century. 2013 saw her first endeavor as co-writer and director of a ground-breaking and “frighteningly funny” mash-up music video, “Frite of Spring” (check it out on youtube!). Bridget performs with the newly formed chamber ensemble, Renga, which recently performed at the 2014 Ojai Festival. Also in 2014, Bridget performed in the inaugural season of the Villa-Lobos International Chamber Music Festival. As first violinist and founding member of the California Quartet, she co-founded the critically acclaimed Connections Chamber Music Series, of which Tim Mangan of the Orange County Register wrote, “a worthy series”. Bridget rocks out in the jazz-classical fusion band, the Peter Sprague Consort, an intriguing ensemble combining string quartet and jazz trio- and always a favorite at the Idyllwild Jazz Festival. Since the year 2000, Ms. Dolkas has performed with the California Quartet in Europe and the United States to great acclaim, and has performed world-wide since the age of ten. In recent years, she has performed as soloist with the Pacific Symphony, South Coast Chamber Orchestra, and Poway Symphony. As a chamber musician, she performs regularly on Pacific Symphony’s chamber music series, Café Ludwig, and has shared the stage with such greats as Mark O’Connor, Orli Shaham, Peter Sprague, and Paul Katz. Ms. Dolkas performed for eight years in the San Diego Symphony and the San Diego Opera Orchestra. Studying chamber music under such masters as Joseph Silverstein, Kim Kashkashian, Fred Sherry, Toby Appel, as well as the Juilliard, Alexander, and Miro Quartets, has made a tremendous musical impact on Ms. Dolkas. As a student of Alice Schoenfeld, she earned her BM degree at the University of Southern California, DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 where she was awarded Chamber Musician of the Year. Continuing her studies with Isaac Malkin, she completed an MM degree from the Manhattan School of Music. She neared completion of a DMA degree from UCLA, where she studied with Mark Kaplan. Ms. Dolkas performs on a cherished 1798 Lupot violin. • Rose Chen, piano Rose Chen came to the United States in 1997 after winning numerous solo piano awards as a teenager and making her solo debut at the National Concert Hall in her native Taiwan. Rose earned a Bachelor’s Degree at New England Conservatory of Music in Boston and Masters Degree at San Francisco Conservatory of Music. In 2010 Rose successfully completed her Doctorate of Musical Arts with full- scholarship at the prestigious USC Thornton School of Music. She was awarded the Outstanding Graduate in the USC doctoral program. Rose was the pianist of the highly accomplished piano trio, the Blue Rose Trio. The trio had captured top prizes in the Coleman, MTNA, and Peninsula chamber music competitions and concertized in Canada, Austria, Brazil, France, Israel, Hong Kong, and China. Within the United States Rose also maintains a steadfast performing and teaching career in Alaska, Texas, and throughout California. In addition to her lifelong interest in Western classical music, Rose’s eclectic taste in music encompasses a variety of styles and genres, including jazz, folk, pop, and the music of Latin America. Rose’s recent projects include composing and recording music for a short film called Tasting Wednesday; the world premiere of Suite Adeline for solo piano by techno pioneer Bruce Haack (1931-1988); an album dedicated entirely to the piano-cello works by Brazilian composer Heitor Villa-Lobos; and the premiere of her own arrangements of several Taiwanese folk/pop songs for piano, melodica, and choir. Rose is currently a music faculty at Cypress College and Hyperium Conservatory. She is also the music director at the Holy Nativity Episcopal Church in Westchester, DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Los Angeles. An advocate for Taiwanese contemporary music, Rose was appointed director and conductor of the Los Angeles Taiwan Chorus in 2010. • Karl Pasch, clarinet Karl Pasch is principal clarinetist with the Anchorage Symphony Orchestra, and is active as a chamber musician, conductor, and composer. He has performed concert tours with the Blue Rose Trio in California and Alaska, and was a featured guest artist at the Virtuosi Festival in Recife, Brazil. After winning a Rasmussen Artist Grant, he toured in Brazil and released a live CD of South American chamber music. Karl has conducted with the Anchorage Civic Orchestra, the Anchorage Ballet, the Anchorage Concert Chorus, and Anchorage Theatre Orchestra. He also performs with the Damberg Latin Jazz Quintet, and the gypsy jazz group the Hot Club of Nunaka. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 • Travis Maril, viola Travis Maril is Studio Artist Teacher of Viola at San Diego State University, where he coordinates the String Division and serves as Co-Director of the SDSU String Academy for Pre-College Students. In the summers he teaches at the San Diego Summer Music Institute and has also taught at the Interharmony Music Festival (Italy). A passionate chamber musician, Mr. Maril won a top prize at the Fischoff National Chamber Music Competition and had performances broadcast on "Performance Today" with the Hyperion Quartet. He has performed with the Miró Quartet, concertmasters of the Cleveland Orchestra, LA Philharmonic and Rochester Philharmonic, principal players in the Pittsburgh, Cincinnati and San Diego Symphonies, and members of the Chamber Music Society of Lincoln Center. Festival appearances include Ojai, Bravo! Vail Valley Music Festival, and repeat appearances with the Mainly Mozart Festival and La Jolla Music Society’s SummerFest. Locally he appears often with Art of Elan, Camarada, the Danny Green Trio, and as a substitute with the San Diego Symphony. For several years he performed and recorded with local band The Tree Ring, whose debut album won a San Diego Music Award. In addition he has been an active performer of musical theatre at the Old Globe and Civic Theaters, performing on the original productions of "A Gentleman’s Guide to Love and Murder" and Steve Martin’s "Bright Star". In the pop realm he has shared the stage with Christina Aguilera, Belle & Sebastian, and Idina Menzel. He has enjoyed a long and fruitful relationship with the composer and songwriter Joel P. West and performed as solo violinist and violist for many of his scores, including the critically-acclaimed "Short Term 12," "I Am Not a Hipster," "Grandma," and episodes of "Chef’s Table" on Netflix. As a soloist he has been a winner of the La Jolla Young Artist Competition and Aspen Music Festival Concerto Competition, the latter win resulting in a DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 performance of Walter Piston’s Viola Concerto with the Aspen Academy of Conducting Orchestra. He has toured Europe with the Schleswig Holstein Festival Orchestra and been awarded fellowships to the Aspen and Bowdoin Music Festivals, the Emerson String Quartet Workshop, the Banff Institute, New York String Seminar and Music Academy of the West. Mr. Maril earned his B.A. magna cum laude from the University of Southern California’s Thorton School of Music, where he was a Trustee Scholar and selected as an Outstanding Graduate. He earned his M.M. from Rice University’s Shepherd School of Music. His principal viola teachers included Jeffrey Irvine, Ralph Fielding, Karen Ritscher, Brian Chen and Donald McInnes. His chamber music mentors include James Dunham, Norman Fischer and Peter Marsh with additional coachings and masterclasses with members of the Guarneri, Orion, Takacs, Ysaye and Juilliard Quartets. • Peter Sprague, composer/jazz guitar Peter Sprague was born in Cleveland, Ohio and was raised in Colorado until 1963, when his family moved to Del Mar, California. Inspired by his father's love of jazz, he took up the guitar when he was twelve. By the age of fifteen he was devoting all his time and energy to learning music. Following a year's study at the Interlochen Arts Academy, Sprague studied privately and performed around the San Diego area until 1976. That year found him moving to Boston to study with many notable musicians including Pat Metheny, Madame Chaloff and Albin Czak (who taught Peter classical guitar). Peter returned to San Diego in 1978 and formed his ground breaking jazz group The Dance of the Universe Orchestra. At the age of 20 Peter started recording his own albums on the Concord Jazz and Xanadu record labels. He has been a guest artist on many other records and performed and toured with Chick Corea, Hubert Laws, Dianne Reeves, David Benoit, Sergio Mendes and many others. On his debut with the Chick Corea band for a series of concerts at Disneyland noted Los Angeles Times jazz critic wrote in a review the following day "Peter Sprague is one of the emergent great DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 guitarists." Peter also worked with Chick on the film score to the movie The Cat Chasers, starring actress Kelly McGillis. From 1990 to 1993 Sprague taught music at both California Institute of the Arts in Los Angeles and the Musicians Institute in Hollywood. He continues to teach every summer at the annual UCSD Jazz Camp in La Jolla, CA. Peter was involved with the legendary record label GRP Records on a number of projects. He arranged Chick Corea's song "Spain" for the GRP All-Star Big Band record and video. This performance featured Randy Brecker, Lee Ritenour, Dave Weckl, Ernie Watts among many other jazz legends. Peter was featured on David Benoit's GRP releases Letter To Evan and Shaken, Not Stirred. Also on GRP Records, Sprague played on Eric Marienthal’s recording One Touch featuring Russell Ferrante, Jimmy Haslip, Alex Acuna, and Ivan Lins. Peter has been the recipient of many awards: His CD Blurring the Edges won the Best Contemporary Jazz Recording of 1994 from the San Diego Music Awards (SDMA); Best Jazz Musician of the Year in 2000 by the SDMA; The San Diego Reader voted Peter the Best Jazz Group for the 2002 Best Of issue; 2004 Best Jazz Artist of the year by the SDMA; In 2006 Peter was the Honored Musician at the Museum of Making Music’s Evening of Note; 2007 Best Jazz Artist of the year by the SDMA; In 2000 his CD Nikki's Rose was nominated for the Best Jazz CD by the SDMA; In 2003 his CD Pass The Drum was nominated for CD of the Year by the SDMA. Peter has been the recipient of many grants and commissions, (San Diego Symphony, Chamber Music America etc.) and has published eleven music books (The Sprague Technique, Brazil Jazz Songbook, etc.) Peter is also the chief organizer and transcriber for Chick Corea's music books published with Hal Leonard Publishing. Peter records at his own studio in Encinitas, Spragueland. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Aline Alves, piano Brazilian pianist Aline Alves earned a doctorate in musicology from the Universidade de São Paulo (USP), a masters in piano performance from the Universidade Estadual de Campinas (Unicamp) and a bachelors in piano from the Universidade Federal de Uberlândia (UFU), where she served as pianist for the UFU Percussion Ensemble from 2007-09. Her piano mentors and professors have included Araceli Chacon, Mônica Hassan e Maurícy Martin. In addition to performing, she maintains intense activity as piano professor for her private studio as well as the Centro Suzuki de Campinas. Since 2020 she has served as interim professor of piano at Universidade Estadual Paulista in Sao Paulo. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION $Notes $Notes Admissions Gifts/Merchandise/ Concessions Advertising Other Subtotal Earned Income $0 Subtotal Earned Income $0 $Notes $Notes Private Individual Public Support Applicant Cash CAG Request Amount $7,500 Amount requested through FY 2021-22 Community Arts Grants Amount received through FY 2021-22 Community Arts Grants Other Other Subtotal Unearned Income $7,500 Subtotal Unearned Income $0 $7,500 $0INCOME TOTALS PROJECTED - APPLICATION ACTUALS - FINAL REPORT PROJECT INCOME Earned IncomeUnearned IncomeDocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION Cash Notes Cash Notes Project Staff (non-artist) Project Artist(s) or Arts Instructor(s)$6,400 Concert fees for performing musicians. 16 musician fees ($400 per musician per concert) Educational Materials/Printing $50 printing of concert programs Costumes/Props Sets Supplies Licensing/Royalties Rentals (space and/or other)$400 Ruby G. Schulman Auditorium, Carlsbad City Library ($100 per concert) Transportation $300 Gas for local transportation for musicians around Carlsbad Food & Beverage Marketing/Promotion/ Publicity $350 web design for promotion and publicity of concerts Fiscal Agency Fee Other Other Other PROJECT EXPENSES PROJECTED - APPLICATION ACTUALS - FINAL REPORT DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION $7,500 $0 Value Notes Value Notes air travel from Brazil $1,500 Roundtrip flight Sao Paulo-San Diego for pianist Aline Alves, covered by the Villa-Lobos International Chamber Music Festival air travel from Chicago $300 Roundtrip flight Chicago-San Diego for pianist Victor Santiago Asuncion, covered by the Villa-Lobos International Chamber Music Festival air travel from Anchorage $500 Roundtrip flight Anchorage-San Diego for clarinetist Karl Pasch, covered by the Villa-Lobos International Chamber Music Festival housing for Victor Asuncion $1,400 Room and board for 1 week, provided by the Villa-Lobos International Chamber Music Festival $3,700 $0 Budget Instructions: Enter a '0' 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, 50 attendees, $5 each." Please insert your organization name in the top right header. ACTUALS - FINAL REPORT IN-KIND SUPPORT 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 differ. Round all budget figures to the nearest whole dollar. EXPENSES TOTALS IN-KIND TOTALS PROJECTED - APPLICATION DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Organizational Budget As our foundation has only recently achieved non-profit tax-exempt status, we do not yet have an official organizational budget. However, for the 6 annual festivals that occurred between 2015-2020, before becoming officially non-profit, the average budget per festival was between $10,000 – $15,000: averaging 15 concerts each festival, with a musician fee averaging $300 - $400 per concert, with certain instances of pro bono situations. DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2 Villa-Lobos International Chamber Music Festival Non-Profit Foundation Board Roster President/Director: Lars Hoefs Professor of cello and music history, Sao Paulo State University, Campinas (Brazil) Secretary: Eugene V. Hoefs Retired Chemist, Appleton Papers Inc, Miami Wabash Paper, NUCoat Inc., TROY Group etc. Member: Thereza Verboon, CEO of Construction Data Systems Member: Greg Castelnuovo-Tedesco Financial Advisor at Western International Securities Member: Katie Magrino Psychotherapist, private practice in the greater Chicago area Member: Joon Sung Jun Professor of cello at California State University Long Beach, founder of Amici Concert Artists DocuSign Envelope ID: E4976E58-7C21-4EAC-ACF2-B7267715E1D2