HomeMy WebLinkAboutClassics for Kids; 2021-09-29; PSALCA-22034CA1
Fiscal Year 2021-22 GRANT AGREEMENT FOR
Classics For Kids
This agreement, is made on the day of , 20 , by Classics For Kids
(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 two thousand eight hundred fifty dollars ($2,850) (“Grant.”) The purpose of the
Grant is to provide funds to Grantee for the project outlined in the Agreement Scope (“Agreement Scope”).
Project Title: Musician Meet & Greet Program for Carlsbad Unified School District Students
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: 00051251-097A-46E5-97C4-498538CC442BDebbie Jo McCool Mimi Kim Richard SchultzDebbie Jo McCool Suzanne Smithson Ed Garbo
29th September 21
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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:
Classics For Kids City of Carlsbad
Attn: Kiran Shelat Library & Cultural Arts Director, Suzanne Smithson
Classics4Kids 1775 Dove Lane
San Diego, CA 92103 Carlsbad, CA 92011
Email: kshelat@classics4kids.org
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
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat
kshelat@classics4kids.org
8/26/2021
Executive Director
kathleen lincoln Board Member
8/26/2021
klincoln.sd@gmail.com
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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.
EXHIBIT "A"DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
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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: 00051251-097A-46E5-97C4-498538CC442B
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: 00051251-097A-46E5-97C4-498538CC442B
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: 00051251-097A-46E5-97C4-498538CC442B
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: 00051251-097A-46E5-97C4-498538CC442B
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: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 1
Musician Meet & Greet Program for Carlsbad Unified
School District Students
Fiscal Year 2021-22: Arts Projects for Arts Organizations
Classics4Kids
Kiran Shelat
3740 Fourth Avenue
San Diego, CA 92103
O: 619-231-2311
Kiran Shelat
3740 Fourth Avenue
San Diego, CA 92103
kshelat@classics4kids.org
O: 619-231-2311 x101
EXHIBIT "A"DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
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.
Classics for Kids, Inc.
DBA (if applicable)
Classics 4 Kids
Organization Website
www.classics4kids.org
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.
Classics 4 Kids’ (C4K) mission is to inspire children through the experience of music - generating
creativity, academic success, and cultural understanding. C4K provides critical music education through
professional orchestra concerts, in-school workshops, and virtual programs designed for elementary
students, with particular outreach efforts focused on lower-income Title 1 schools. Our culturally diverse
programming involves classical music in conjunction with dance, visual arts, and cross-curricular material
like literature, science, physics, math, and cultural exploration.
Project Information and Narrative
Project Name:*
Please provide us with the name of the arts project.
Musician Meet & Greet Program for Carlsbad Unified School District Students
Project Summary:*
Please provide us with a brief summary of your project.
C4K seeks funding to provide our Musician Meet & Greet Program to elementary school students in the
Carlsbad Unified School District (District); our outreach efforts will prioritize Title 1 Schools. During the
2020-21 school year, we served over 700 students virtually for FREE across Carlsbad.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 3
Our STEAM Musician Meet & Greet Program increases student's access to vital music education through
free in-person or virtual field trips. Our highly skilled music educators provide an interactive and age-
appropriate live musical performance, an in-depth showcase of various musical instruments, and a dynamic
question-and-answer session.
The classroom curriculum developed by our experienced Artistic Director and Conductor combines social
and emotional learning concepts and school subjects like science, physics, and math - with music by Black,
Indigenous, People of Color (BIPOC) and female composers. C4K creates culturally diverse musical
experiences to stimulate creative thinking, enhance problem-solving skills, improve communication skills,
and encourage active social engagement among students. Each Musician Meet & Greet Program is
approximately 30 minutes long and scheduled at the teacher's convenience. As public health restrictions
continue to evolve, C4K can provide this program in-person or virtually.
Project Start Date:*
09/01/2021
Project End Date:*
09/01/2022
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.
Implementation for the Musician Meet & Greet Program would begin immediately upon receipt of funding
and include outreach to schools within the Carlsbad Unified School District (District), creating lesson plans,
facilitating broadcasts, and hiring musicians. To successfully impact Carlsbad students, C4K’s program
coordinator will work closely with District teachers to arrange classroom presentations based on schedule
availability. C4K has an established and successful approach to communicating our program details to
teachers and implementing our educational programs into their classrooms. Program opportunities will
coincide with the District’s 2021-2022 school calendar cycle.
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.
$3,000.00
Participants:*
Total number of expected participants for this project (i.e. artists, coordinators, directors.)
506
Audience:*
Total number of expected audience attendance for this project.
500
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
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.
As many teachers struggled to engage their students virtually during this time, C4K’s free program helped
fill a gap in education while providing a unique and dynamic experience for students learning virtually. This
has had a particular impact on students who are learning in lower-income Title 1 Schools experiencing
budget cuts and barriers to the arts due to higher poverty levels. Additionally, the ability to run our programs
virtually gave employment opportunities to musicians experiencing job loss as a result of the pandemic.
The Musician Meet & Greet Program and LiveStream events have already impacted over 27,000 students
and teachers during the 2020-2021 school year, and we have a waitlist of approximately 1,800 students.
Within the Carlsbad Unified School District, C4K reached 755 students at Jefferson, St. Patrick's, and Pacific
Rim Elementary Schools. Our goal next year is to reach more schools, especially Title 1 schools.
“My students loved speaking to the artists that were actually playing the instruments. I liked the use of
pictures to help imagine how the music made you feel as they were playing. I had parents that responded to
me as well. They loved it too.” - 1st Grade Elementary Teacher at Jefferson Elementary School
Project Distinction:
What makes this project distinctive?
INNOVATIVE LEARNING: Although C4K has successfully delivered quality music education programs to
elementary-age students for over two decades, each season of our programming is unique and tailored to
meet the needs of both students and teachers. The Musician Meet & Greet Program combines professional
classical music with school subjects like science, math, literature, and geography. This innovative combination
provides a fresh way of teaching, increasing the impact of both music education and academic disciplines.
DIVERSITY AND INCLUSION: C4K’s Musician Meet & Greet Program curates thoughtful, culturally diverse
content for the next generation of musical audiences. We believe that diversity, representation, and inclusion
matter – and all of our programs include music by Black, Indigenous, People of Color (BIPOC) and female
classical composers. We incorporate music, instruments, composers, history, culture, and diversity in
alignment with state standards for common core and visual and performing arts. We believe our programs
create a lifelong interest in and appreciation of music through early exposure to age-specific content, building
a foundation for creative, thoughtful citizens who will shape our region's future audiences, workforce,
government, and community.
Project Goals:
What are the goals (outputs and/or outcomes) of the project? How will you measure your goals?
Anticipated outcomes include an increase of new school partnerships and outreach within the Carlsbad
School District (District); an increase in participation from economically disadvantaged schools and students;
expand student’s knowledge and appreciation of music, science topics, and cultural awareness; produce
music by BIPOC and female classical composers on every program; and provide a safe and positive learning
environment for students, incorporating social and emotional learning concepts.
C4K measures success based on reports completed by partner schools detailing student participation
statistics (including how many low-income students and Title 1 Schools participated in our programs);
feedback provided by students and teachers; evaluation of student knowledge regarding the topics
presented; and tracking the number of musicians hired to lead programs. We will utilize this same reporting
process with the District for our Musician Meet & Greet Program funded by this grant.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 5
Target Population:
Who is your target population and why? How will you reach them?
Our target population is elementary students in Carlsbad Unified School District specifically title 1
schools. C4K’s goal is to provide greater access to quality music education to elementary-age students within
the Carlsbad Unified School District. Our priority with this grant will be to increase overall program reach to
students learning in economically disadvantaged Title 1 Schools who would not otherwise have an
opportunity to experience music and arts education due to budget cuts, low-income barriers, and/or a
greater impact of learning loss due to the COVID-19 pandemic.
Participants in our program will have the opportunity to foster a life-long appreciation of classical music
and other performing arts; understand culturally diverse arts, furthering awareness and tolerance of other
societies and traditions; gain knowledge in other curricula; advance creative thinking, problem-solving, and
communication skills; improve their well-being; and further understanding of the greater society, building
bridges through music and arts experiences. Additionally, numerous studies show strong correlations
between exposure to music education and increased test scores, decreased stress levels, and improved social
skills.
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.
Through our previous grant with the City of Carlsbad, C4K worked closely with teachers and students
from Jefferson, St. Patrick's, and Pacific Rim Elementary Schools, and will collaborate with them again.
Additionally, we have a long-standing partnership with the San Diego Office of Education.
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.
C4K_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?
As an organization focused on providing live performances for students across San Diego County, C4K’s
budget was impacted by the COVID-19 pandemic. We lost ticketing revenue from in-person events and all of
our working musicians lost viable income. Though we are hopeful to be back into the theatre by Fall
2021/Spring 2022, the exact timeline is still uncertain. We have also experienced a loss of revenue from
various grantors who have limited their funding opportunities during this season. In response, our board
members and executive director have been focused on realigning expenses and successfully diversifying
funding sources - corporate grants, foundations, government funding, and base of individual donors - to
remain financially stable and to support our mission to increase access to music education for all students in
San Diego County.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 6
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.
C4K_Meet a Mariachi - Musician Meet & Greet.pdf
Videos Upload (OPTIONAL):
Please provide us with a host website link for all videos relevant to the project.
https://www.youtube.com/watch?v=MQzd8ikD7YQ
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.)
C4K_Support Letters.jpg
Budget Information
Total Project Budget
$3,000.00
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.
C4K_FY 2021-22 Project Budget Form.pdf
Organizational Budget:*
Please upload a current organizational budget.
C4K_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.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 7
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.
C4K_Board Roster.pdf
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Kiran Shelat Classics4Kids
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 8
File Attachment Summary
Applicant File Uploads
• C4K_Partner Resumes.pdf
• C4K_Meet a Mariachi - Musician Meet & Greet.pdf
• C4K_Support Letters.jpg
• C4K_FY 2021-22 Project Budget Form.pdf
• C4K_Organizational Budget.pdf
• C4K_Board Roster.pdf
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
PARTNER RESUMES - STAFF
Kiran Shelat, Executive Director – Kiran has brought increased grant funding, added staff positions, new
community outreach efforts and strategic partnerships, significant growth to the overall music program, and
successful virtual adaptation of these programs.
Kiran has a bachelor’s degree in Integrative Studies from Northern Kentucky University and holds certifications in
Nonprofit Management, Human Resource Management, and Leadership Development from the University of the
Pacific. Over the past twelve years, she has served in numerous leadership roles and brings a deep understanding
of nonprofit leadership and philanthropy through previous positions at The American Red Cross, Jewish Family
Services, Senior Services of Northern Kentucky, and World Affairs Council of Greater Cincinnati. In 2018, Kiran was
a finalist for the San Diego Business Journal’s Business Leaders Under 40.
Kiran is of Indian descent and moved from England to the United States at age 11, becoming a US citizen in 2017.
She is passionate about Classics4Kid’s mission to provide vital educational programs to low-income students across
San Diego County.
Dana Zimbric, Artistic Director and Conductor - Known for fresh and creative programming, Dana connects with
audiences through her musical authority and exceptional on-stage presence. As the Artistic Director and Conductor
of the Classics Philharmonic Orchestra since 2003, she is a strong advocate for music education. Dana creates all
content for Classics4Kids including impactful music programs, curriculum for teachers, and provides education for
docents. She holds a Bachelor of Music in Clarinet Performance and a Master of Music in Orchestral Conducting
from the University of Wisconsin, Milwaukee.
Corrine Huber, Program Manager – Corrine believes in the value of music education and has a passion for helping
the community. Her expertise is in program coordination, partnership management, and customer service, having
most recently worked for a small nonprofit, Conexus Vision, as a core member of the programs team. As
Classics4Kid’s program coordinator, she manages and expands the organization’s school workshop programs.
Corrine has a bachelor’s degree in Psychology from James Madison University.
Kelly Makley, Communications and Development Coordinator – Kelly joined the Classics4Kids Team in September
2020, supporting the organization’s communication efforts through media relations and special projects. Most
recently working with the Recreational Music Center, her background includes managing communications,
fundraising, community partnerships, and special events for nonprofits in the music, environment, and research
sectors.
PARNTER RESUMES - MUSICIANS
Mario Eguia – Mario is a professional Mariachi musician and multi-instrumental instructor who teaches private and
group classes in guitar, ukulele, trumpet, voice, mariachi, and vihuela. He currently teaches at National City Middle
School and Options Secondary School for Sweetwater Unified High School District. He provides his expertise as a
curriculum consultant for the Visual and Performing Arts Program. He began playing mariachi under the tutelage of
Ruben Baldenegro; at the age of 15, he began performing with professional mariachi ensembles in Mexicali,
Imperial Valley, Coachella Valley, San Diego, and Los Angeles. Mario also teaches at City Heights Music School.
Throughout the last 20 years, he has toured across the United States and internationally, engaging multi-
generational audiences sharing his cultural heritage through music.
April Leslie – April is a San Diego native who plays the clarinets and saxophones. She is an in-demand freelance
musician, both locally and internationally, performing various styles and genres of music (classical, jazz, pop, etc.).
She is known for her performances with the Classics Philharmonic, California Chamber Orchestra, Diversions Trio,
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Left Coast Quintet, JAMB, San Diego Symphony, The Saxations, The Sully Band, Stellita’s Grove, Manny Cepeda
Orchestra, and the Ira Liss Big Band. April has an M.A. in Music from Azuza Pacific University and operates a
successful private lesson studio where she loves sharing her passion for music with her students!
Melanie Medina – Melanie is a multi-instrumentalist, songwriter, and composer. Along with a B.A. in Jazz Guitar
from SDSU, she has been an instructor at City Heights Music School, Harbor Music Academy, and California Music
Studio. Melanie’s repertoire includes rock, pop, jazz standards, and original music upon request. Her original music
has been featured on KNSJ radio and the Aztec Music Group’s compilation of student compositions entitled The
Backdoor.
Francesca Savage – Francesca has performed orchestral and chamber music in Europe, Mexico, and throughout
Southern California. She was educated at SDSU and continued her musical explorations at UCSD. Francesca has a
passion for helping others find their musical voice.
David Savage – David is an accomplished bassoonist who has performed with orchestras, chamber ensembles, and
musical theater groups for 40 years. In addition to bassoon and contrabassoon, he also plays other woodwind
instruments, like flute, recorders, saxophone, etc. He has been a musician with Classics 4 Kids since our first year of
operation. Based in the San Diego area, David has performed regularly with ensembles throughout Southern
California, Mexico, and Oregon. His experience includes several musical shows, concerts, and educational venues.
His performances range from older to newer, and from traditional, popular, and classical, to modern experimental
music. He has played with the Harry Partch Ensemble, San Diego Symphony, San Diego Opera, San Diego Chamber
Orchestra, San Diego Civic Light Opera, Lyric Opera San Diego, Orquesta Baja California, Sunriver Music Festival,
Oregon Coast Music Festival, South Coast Chamber Orchestra, California Chamber Orchestra, Temecula Valley
Symphony, Pacific Lyric, and SONOR. In addition to larger ensembles, he has participated in several wind quintets
and other chamber groups who have performed extensively and recorded on O.O. Discs, CRI, Neuma, New World
Records, American Composers Forum, and Old King Cole Productions.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
CELEBRATE CINCO DE MAYO WITH MUSIC! Join musician Mario Eguia, a professional
Mariachi, and learn about the instruments
and traditions of traditional Mexican music.
Hosted by Classics 4 Kids’ Conductor Dana
Zimbric, students will hear a variety of
Mariachi instruments and songs to celebrate
the day.
COST: FREE
This educational program is designed for students in grades K-6.
REGISTRATION REQUIRED BY FRIDAY, APRIL 30 AT NOON: CLICK HERE
Questions for the musicians
can be submitted prior to
Friday, April 30 to:
info@classics4kids.org
This program is in honor of Board Member
Kevin Fannan
celebrating his 5 years of service to our nonprofit.
All registered teachers will receive the YouTube link via email on Monday, May 3, 2021.
We recommend that distance-learning teachers use the “share screen” feature to
broadcast this performance via their Zoom classroom.
Students attempting to directly view the YouTube broadcast from Chromebooks may
have settings blocked that will prevent them from being able to view it.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
MEET A MARIACHI – MAY 5, 2021
ATTENDANCE: 11,500 SAN DIEGO COUNTY STUDENTS
QUESTIONS AND ANSWERS
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
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 $3,000 Amount requested through FY 2021-22 Community Arts Grants Amount received through FY 2021-22 Community Arts Grants
Other
Other
Subtotal Unearned Income $3,000 Subtotal Unearned Income $0
$3,000 $0
Cash Notes Cash Notes
Project Staff (non-artist)$200
Project Artist(s) or Arts
Instructor(s)$2,700 20 "Musician Meet & Greet Series" at $108 each
Educational Materials/Printing
Costumes/Props
Sets
PROJECT EXPENSES
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
INCOME TOTALS
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
PROJECT INCOME
Earned IncomeUnearned IncomeDocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
Supplies
Licensing/Royalties
Rentals (space and/or other)
Transportation
Food & Beverage
Marketing/Promotion/ Publicity $100 Email marketing, social media ads to promote programming for
schools
Fiscal Agency Fee
Other
Other
Other
$3,000 $0
Value Notes Value Notes
$0 $0
Budget Instructions:
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: 00051251-097A-46E5-97C4-498538CC442B
Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
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.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Classics 4 Kids Organizational Budget and Project Budget
Operational Budget: September 1st, 2020 – August 31st, 2021
**Please note: Budget is based on COVID-19 Pandemic figures
September 1st, 2020 – August 31st, 2021
Income
Corporate Grants, Foundation Grants and Sponsorships $175,000
Individual Donations & Fundraisers $70,000
Government Funding $46,888
Board Contribution $4,000
Professional Development $1,000
Student Concert Subsidized Tickets $12,000
Low-Income School Bus Scholarships $5,000
In-School Workshops $2,000
Total Income $315,888
Expenses
Administrative Management (2 Staff Members) $80,920
Program Staff (2 Staff Members) $69,706
Residency Musicians $2,000
LEARN.CREATE.CONNECT Online Programs $22,000
Student Concerts $60,000
Low-Income School Bus Scholarships $12,000
Heart Strings Program - Hospital Locations $0.00
State and Federal Payroll Taxes $17,000
Professional Services - Bookkeeper & CPA $2,800
Fundraising and Development Expenses $10,000
Public Relations and Marketing $1,000
Office Rent and Storage $6,840
Outlook Email and Phone $1,608
Website/ IT Maintenance $400
Office Supplies $1,200
Benefits $4,800
General Liability, Property, Accident, D&O and Workers Comp $12,000
Cal Non-Profits Insurance Membership $75
Donor Database for 2 years $3,336
Professional Development $1,000
State Compliance Trainings $200
Total Expenses $309,365
$6,523
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
Classics 4 Kids Organizational Budget and Project Budget
Please note: 100% of funding will go towards low-income students participating in our Meet &
Greet Program
Please note: Per State of California Law shifted our independent contractors (guest artists, musicians,
others) to become employees. This significantly increased our payroll, workers compensation, insurance
and other overhead expenses.
DocuSign Envelope ID: 00051251-097A-46E5-97C4-498538CC442B
BOARD ROSTER
Dr. Angela Wang, MD (Voting Member Since 2013), Board Chair, Pulmonary Surgeon, Scripps Clinic - Dr. Angela
Wang is currently on the Board of the Directors of the American Thoracic Society, where she cultivates
professional development programs at the national and state levels and is past president of the California Thoracic
Society. She is thrilled to support Classic4Kid’s creation of innovative, original, live orchestra programs for
elementary school students.
Kevin M. Fannan (Voting Member Since 2016), Board Vice Chair, Associate, Dannis Woliver Kelley - Kevin M.
Fannan is an Associate at Dannis Woliver Kelley and member of the Charter Schools, Students, and Special
Education and Board Ethics, Transparency and Accountability (BETA) Practice Groups. He has represented public
school districts, county offices of education, and special education in matters of charter school oversight, conflicts
of interest, board ethics, informal and formal investigations, and student discipline.
Kathleen Lincoln (Voting Member Since 2018), Board Secretary, Senior Manager - Special Programs, Viasat, Inc. -
Kathleen Lincoln leads initiatives to optimize business effectiveness in Viasat’s rapidly growing government
segment. Utilizing her deep understanding of the company’s unique culture, she implements new program and
leadership approaches, improves processes, and fosters cross-functional collaboration within the organization.
Kathleen employs her strong leadership skills to serve as an advisor regarding tasks, projects, and operations.
Gastón Guerrero (Voting Member Since 2016), Board Treasurer - President and CEO, Mercantile Capital Advisors
LLC - Gastón Guerrero has a seasoned 20-year career as financier, portfolio manager, and investment banker. He
has worked for financial institutions with international operations and has created three successful and profitable
businesses. Gastón is the President and CEO of a registered investment advisor based in San Diego and of
Mercantile Consulting Group, a financial restructuring and cross border (US/Mexico) business consulting firm.
Jake Moelter (Voting Member Since 2019), Treasurer, Senior Director, Finance, Support.com - Jake Moelter leads
strategic finance at Support.com, responsible for the organization’s scale and growth. He has held
strategic/operational financial roles in both public and private companies and has a history of growing early-stage
organizations and optimizing mature businesses through establishment and tracking of short- and long-term plans,
establishing cost- control measures, and creating/monitoring KPIs.
Brian Marshall (Voting Member Since 2020), Board Member - Brian Marshall is a retired superintendent of La
Mesa-Spring Valley School District and Leadership Coach/Trainer at Hillgrove Consultants LLC. His 30-year career in
public education included serving as a classroom teacher, vice principal, principal, and assistant superintendent.
During his 16-year tenure as superintendent, the District established the La Mesa Arts Academy (a 4th-8th grade,
emphasizing the arts) and the STEAM Academy (a 4th-8th grade, emphasizing science, technology, arts, and math).
Both of these specialty academies have successfully integrated the arts across their curriculum, and multiple arts-
specific elective classes.
Elyse Nguyen (Voting Member Since 2020), Board Member, Senior Auditor, Qualcomm, Inc. -Elyse Nguyen is a
member of the Internal Audit and Advisory Team at Qualcomm, assisting with SOX compliance and acting as a
business adviser during large project implementations. She has also provided IT consulting for Grant Thornton LLP,
focusing on technology, SaaS, and construction clients. Elyse believes that everyone should have a creative outlet
and supports Classics4Kid’s efforts in music education and appreciation.
Susan Roth (Voting Member Since 2011), Board Member, Vice President, U.S. Bank - Susan Roth is a financial
services executive with a distinguished career in the retail banking sector. She currently serves as Vice President
and Branch Manager for U.S. Bank in Scripps Ranch, where she oversees all sales and finance, business operations,
staffing, regulatory matters, and client services. Susan holds a bachelor’s degree from San Diego State University
and is an active community volunteer.
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