HomeMy WebLinkAboutJefferson Elementary School; 2021-09-29; PSALCA-22024CA1
Fiscal Year 2021-22 GRANT AGREEMENT FOR
Jefferson Elementary School
This agreement, is made on the day of , 20 , by Jefferson Elementary
School (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 one thousand five hundred eighty-five dollars ($1,585) (“Grant.”) The purpose
of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope (“Agreement
Scope”).
Project Title: New Village Arts Theatre Immersion Program
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.
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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.
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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.
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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:
Jefferson Elementary School City of Carlsbad
Attn: Carla Bos Library & Cultural Arts Director, Suzanne Smithson
Jefferson Elementary School 1775 Dove Lane
Carlsbad, CA 92008 Carlsbad, CA 92011
Email: carla.bos@carlsbadusd.net
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
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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
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eric.dill@carlsbadusd.net
Assistant Superintendent of Business ServicesEric Dill
Carla Bos Principal
carla.bos@carlsbadusd.net
9/1/2021
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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
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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.
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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
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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
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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
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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
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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.
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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: AA83535F-BD13-4D8C-B33B-0515FB262D27
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• 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: AA83535F-BD13-4D8C-B33B-0515FB262D27
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: AA83535F-BD13-4D8C-B33B-0515FB262D27
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: AA83535F-BD13-4D8C-B33B-0515FB262D27
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: AA83535F-BD13-4D8C-B33B-0515FB262D27
Carla Bos Jefferson Elementary School
Printed On: 15 July 2021
Fiscal Year 2021-22: Educational Institutions or Affiliated
Groups 1
New Village Arts Theatre Immersion Program
Fiscal Year 2021-22: Educational Institutions or Affiliated Groups
Jefferson Elementary School
Carla Bos
3743 Jefferson Street
Carlsbad, CA 92008
carla.bos@carlsbadusd.net
O: 760-331-5500 x5599
Carla Bos
3743 Jefferson Street
Carlsbad, CA 92008
carla.bos@carlsbadusd.net
O: 760-331-5599
EXHIBIT "A"DocuSign Envelope ID: AA83535F-BD13-4D8C-B33B-0515FB262D27
Carla Bos Jefferson Elementary School
Printed On: 15 July 2021
Fiscal Year 2021-22: Educational Institutions or Affiliated
Groups 2
Application Form
Organization Information
Educational Institution or Affiliated Group Name (i.e. Carlsbad Elementary,
Carlsbad Booster Club):*
Jefferson Elementary School - Carlsbad Unified School District
Organization website URL:*
carlsbadusd.k12.ca.us
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.
Jefferson Elementary School educates each student to become critical life-long learners; embracing high
academic achievement and contributing to the local & global community. Through the IB program, we
nurture and inspire multilingual, respectful, global citizens to lead and create positive change in the 21st
century.
Project Information and Narrative
Project Name:*
Please provide us with the name of the arts project.
New Village Arts Theatre Immersion Program
Project Summary:*
Please provide us with a brief summary of your project.
This program will give students the opportunity to engage in all aspects of a theatre production from both
the “front” of the house and the “back” of the house. This will include an understanding of and application of
what it takes to be the talent as well as support the show with costumes, set design, make up, lighting,
production, management, etc. Using CA State Standards in Language Arts, Speaking, and Reading as well as
CA Math standards, mathematical practices, and Scientific and Engineering practices, students will apply what
they have learned by putting on a junior Broadway play or play that the students have selected in conjunction
with New Village Arts Theatre.
Project Start Date:*
09/13/2021
DocuSign Envelope ID: AA83535F-BD13-4D8C-B33B-0515FB262D27
Carla Bos Jefferson Elementary School
Printed On: 15 July 2021
Fiscal Year 2021-22: Educational Institutions or Affiliated
Groups 3
Project End Date:*
05/16/2022
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.
The program will be held after school 1x per week for an hour. This will be a year long program with the
first half of the year focused on learning the skills necessary to put on a production and the second half of the
year focused on applying the learning to an actual production.
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 $2,500 for Educational Institutions or Affiliated Groups.
$2,500.00
Participants:*
Total number of expected participants for this project (i.e. artists, coordinators, directors, students.)
5
Audience:*
Total number of expected audience attendance for this project.
50
Previous Project Success:
If your organization has completed a similar project, please provide details of the project and why it was
successful.
n/a
Project Distinction:
What makes this project distinctive?
This is a unique opportunity for our students to have exposure to the arts here in our community. Many
of our students have not had the opportunity to attend a live play or take acting classes. This is a unique
opportunity for the students to get engaged in the local arts community, learn what is required for putting on
a theatre production and then actually put on a production. It is an opportunity for students to build their
confidence, apply skills and give something back. We are continually looking for opportunities for the
students to experience real world application of the skills and standards they are learning in the classroom. It
is also important for students to feel connected to the school and have ways to get involved in not only the
community but also in middle school and high school. This program can give them the skills needed to
participate in drama and visual performing arts when they leave Jefferson.
DocuSign Envelope ID: AA83535F-BD13-4D8C-B33B-0515FB262D27
Carla Bos Jefferson Elementary School
Printed On: 15 July 2021
Fiscal Year 2021-22: Educational Institutions or Affiliated
Groups 4
Project Goals:
What are the goals (outputs and/or outcomes) of the project? How will you measure your goals?
Success will be measured by the performance of the play at the end of the year which will demonstrate
the culmination of their learning. We will also have students provide reflections at the end of the year that
will summarize their experience. Artifacts will also be a testament to the learning that has taken place.
Artifacts will include, but are not limited to: lesson plans, agendas, notes, scripts, designs, speakers’ notes,
program notebooks, and surveys
Target Population:
Who is your target population and why? How will you reach them?
Jefferson Students will be the target audience and reached through fliers, after school special sign ups and
posted information. All students in grades 1st-5th who express an interest will be included. Parent
volunteers and CUSD Champions will be encouraged to participate as mentors.
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.
New Village Arts Theatre, CUSD Champions
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?
If this grant application is for a school-based project, please answer the following two questions:
State Standards Support:
How does your arts education project support the California State Content Standards for the Visual and Performing
Arts? *Please refer to the California State Board of Education website for reference.
State Standards Description:
Please cite the specific standard numbers, grade level(s) and descriptions as they pertain to your project. Describe
how the curriculum and instruction (if applicable) of the project aligns to each standard. *Please refer to the
California State Board of Education website for reference.
Subject-centered arts instruction in theatre, instruction connecting the arts disciplines and instruction
connecting the arts and other core subjects to include: Artistic perception 1.1, Creative Expression 2.1,
Historical and Cultural Context 3.1, Aesthetic Valuing 3.1,. Connections, Relationships, Applications 5.1, 5.2
DocuSign Envelope ID: AA83535F-BD13-4D8C-B33B-0515FB262D27
Carla Bos Jefferson Elementary School
Printed On: 15 July 2021
Fiscal Year 2021-22: Educational Institutions or Affiliated
Groups 5
Project Support Information
Letter of Support (OPTIONAL):
Please upload a letter of support from any partnering organization(s) and/or schools that are essential to your
project.
Materials Upload (OPTIONAL, but recommended):
Please upload any marketing materials, images, and/or files that would provide more information about your
project.
Videos Upload (OPTIONAL):
Please provide us with a host website link for all videos relevant to the project.
Videos Upload (OPTIONAL)
If you do not have a URL that hosts your video, you may upload it here.
Additional Materials:
You may upload any other additional supplemental materials you wish to provide here (i.e. letter of agreement
between artist and school/affiliated group.)
Budget Information
Total Project Budget
$7,500.00
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.
Jefferson Arts Grant Budget.pdf
Current School Year Budget Information:
Please upload a current school year budget:
•If you are a teacher, please provide a budget for your program area that includes this project (i.e. Drama
Department budget for the school year)
•If you are an affiliated group (i.e. parent/booster organization), please provide a current school year
budget for your organization
Letter of Determination:
If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination.
Board Roster:
If you are applying as an affiliated group (i.e. parent/booster organization), please provide a roster of board
members and ensure the document includes names and titles. Alternatively, we will also accept the most recent
board meeting minutes that includes the board roster.
DocuSign Envelope ID: AA83535F-BD13-4D8C-B33B-0515FB262D27
Carla Bos Jefferson Elementary School
Printed On: 15 July 2021
Fiscal Year 2021-22: Educational Institutions or Affiliated
Groups 6
DocuSign Envelope ID: AA83535F-BD13-4D8C-B33B-0515FB262D27
Carla Bos Jefferson Elementary School
Printed On: 15 July 2021
Fiscal Year 2021-22: Educational Institutions or Affiliated
Groups 7
File Attachment Summary
Applicant File Uploads
• Partner Resumes.pdf
• Jefferson Arts Grant Budget.pdf
DocuSign Envelope ID: AA83535F-BD13-4D8C-B33B-0515FB262D27
Partner Resumes
Joy Yvonne Jones - TA
Originally from Houston, Texas Joy Yvonne Jones attended The High School for the
Performing and Visual Arts and went on to study at the University of Minnesota in the
Guthrie Theatre BFA Actor Training Program. Her most recent credits include Cherise
Howard in Flex at The Humana Festival at Actors Theatre of Louisville, Isabelle in Ring
Round the Moon at Lambs Players Theatre, and Jane in Kate Hamil’s adaptation of
Pride and Prejudice.Joy is a recipient of the San Diego Critic Circle Craig Noel Award
for Outstanding Featured Performance in a Play for her performance of Saartjie
Baartman in Voyeurs de Venus at Moxie Theatre. Joy believes that every story has a
purpose, and as an actress, she is responsible for giving it breath.She is a hurricane
working on the revolution at the speed of inspiration.
For New Village Arts, Joy appeared in Men on Boats and has directed and acted in the
New Play Festival. She is currently the Associate Producer for our world premiere
holiday musical 1222 Oceanfront: Home: A Black Family Christmas. Joy is also a
founding member of the San Diego Black Artists Collective.
Frankie Alicea-Ford
Frankie Alicea (he/him/his) is a San Diego based,New York City trained actor and educator who
has been performing and teaching professionally since 2012. After receiving his BFA from the
Tisch School of the Arts at New York University, Frankie has performed and taught, both youth
and adults, in Prague, New York, Chicago, Connecticut and San Diego. He created the theater
program at Achievement First Middle School in Hartford,CT and went on to teach at the
award-winning high school theater program at the Greater Hartford Academy of the Arts. He
was the Residential Director of The Center for Creative Youth, based out of Wesleyan
University. He is currently working as a teaching artist with La Jolla Playhouse, New Village Arts
and The Old Globe and has training in devised theater techniques, arts integration and trauma
based theater practices. He is an Artistic Associate and the Artist-In-Residence at New Village
Arts in Carlsbad, CA.
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