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HomeMy WebLinkAboutVilla-Lobos International Chamber Music Festival Inc; 2023-08-22; PSALCA-23121CA1 PSALCA-23121CA 2023-2024 GRANT AGREEMENT FOR Villa-Lobos International Chamber Music Festival, Inc. This agreement, is made on the day of , 2023, by Villa-Lobos International Chamber Music Festival, Inc. (ORGANIZATION), hereinafter referred to as “Grantee,” and the CITY OF CARLSBAD, a municipal corporation, hereinafter referred to as “City” (the “Agreement.”) City, as Grantor, agrees to provide Grantee the Grant funds awarded to Grantee during the 2023-2024 Community Arts Grants Program in an amount not to exceed five thousand nine hundred forty-eight dollars ($5948) (“Grant.”) The purpose of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope (“Agreement Scope”). Project Title: Villa-Lobos International Chamber Music Festival, Carlsbad Residency The grant provided herein is comprised of public funds. Therefore, to ensure that the public funds are used for a public purpose, in accordance with the law, the City and Grantee hereby agree to the following terms. TERMS AND CONDITIONS OF GRANT 1.TERM. The term of this Agreement shall mean the period commencing on the execution date of this Agreement and expiring on Aug. 31, 2024. 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 2023-24 Community Arts Grants Guidelines, all grant funds are eligible to be used from Sept. 1, 2023 through Aug. 31, 2024. Any extension of fund use must be requested in writing at least 30 days prior to the end of the original agreement or sooner to allow time for written amendment and approval in writing by City. Extension of Community Arts Grants 2023-24 funds may render that organization ineligible to apply for or receive additional funds as part of the subsequent Community Arts Grants 2023-24 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 2023- 24 Community Arts Grants Guidelines, in the section titled Eligible and Ineligible Costs, attached hereto as Exhibit “A.” DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 22nd August 2 PSALCA-23121CA 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 shall 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, as specified in the Fiscal Year 2023-24 Community Arts Grants Guidelines. 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. 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 will inform City Staff in writing within ten (10) working days of the decision to implement said change. City may request documentation to support the change, and Grantee agrees to submit to the City, in writing, the proposal requesting modifications 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 shall acknowledge the City’s Grant consistent with the Fiscal Year 2023-24 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 sixty (60) days prior to the event or program. Please initial box to opt-in to promotional opportunities 5.RETURN OF GRANT FUNDS. If City determines that Grantee has failed to comply with the terms and conditions of this Grant Agreement without prior written approval by the City, then, 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 DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 [j 3 PSALCA-23121CA cause for return of Grant funds if, in the judgment 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 a local health order, 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 2023-24 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, Sept. 30, 2024, 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. 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. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 4 PSALCA-23121CA b.Any changes, whether planned or unanticipated, to funded projects due to a local health order (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 2023-24 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 thirty (30) 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 Sept. 30, 2024. 11.COVENANT AGAINST DISCRIMINATION. Grantee will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. Grantee agrees that neither it nor its agents shall discriminate against any clients, prospective clients, employees, prospective employees, contractors, or prospective contractors on the basis of race, color, religion, sex, national origin, age, disability or familial status or other protected classification. 12.NOTICES. a.The names and addresses of the persons who are authorized to give written notices to receive written notice on behalf of City and on behalf of Grantee under this Agreement. b.Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. For Grantee: For City: Villa-Lobos International Chamber Music Festival, Inc. City of Carlsbad Attn: Lars Hoefs Library & Cultural Arts Manager Richard Schultz 4814 Terracina St. 1775 Dove Lane Oceanside, CA 92056, CA 92009 Carlsbad, CA 92011 larshoefs@hotmail.com richard.schultz@carlsbadca.gov DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 ******* 5 PSALCA-23121CA 13.INDEMNIFICATION. Grantee hereby agrees to defend, indemnify, and hold free and harmless the City, its officers, officials, employees and volunteers from and against any and all claims, damages, losses, costs (including but not limited to attorney's fees) and liabilities of any kind arising directly or indirectly out of, or related in any way whatsoever to the provision of Grant proceeds. 14.NO PARTNERSHIP OR JOINT VENTURE. The relationship between City and Grantee is solely that of Grantor and Grantee. Under no circumstances shall City and Grantee be deemed to be partners or involved in a joint venture. 15.MODIFICATIONS. This Agreement may not be modified or amended except by written document executed by a duly authorized representative of both the City and the Grantee. 16.GOVERNING LAW. This Agreement shall be construed in accordance with and be governed by the laws of the State of California. Venue, in the event of a dispute, shall be in the North San Diego County Superior Court. 17.SEVERABILITY. In the event that any provision or clause of this Agreement conflicts with applicable law, such conflict shall not affect other provisions of this Agreement, which can be given effect without the conflicting provision. To this end, the provisions of this Agreement are declared to be severable. 18.DRAFTING AMBIGUITIES. Grantee understands that it is aware that it has the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and that the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision which is the sole responsibility of Grantee. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which either Party participated in the drafting of this Agreement // // // // // // // // // // // // // DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 6 PSALCA-23121CA 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 By:______________________________________ LARS HOEFS, President larshoefs@hotmail.com Date:____________________________________ CITY OF CARLSBAD, a municipal corporation of the State of California By:____________________________________ SUZANNE SMITHSON Library & Cultural Arts Director As authorized by the City Manager By:______________________________________ EUGENE HOEFS, Secretary and Treasurer erhoefs.hoefs01@gmail.com Date:____________________________________ ATTEST _______________________________________ For SHERRY FREISINGER City Clerk 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 CINDIE K. McMAHON, City Attorney By:_______________________________________ Assistant City Attorney DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 8/16/2023 8/16/2023 7 PSALCA-23121CA EXHIBIT “A” SCOPE OF GRANT Itemized list of documents to satisfy grant funding. Items which may be included in this section: Required 1. Grantee: Completed Community Arts Grants 2023-24 Application 2. Grantee: Community Arts Grants 2023-24 – Project Budget Information (excluding any confidential financial or business information) 3. City: Fiscal Year 2023-24 Community Arts Grants Guidelines 4. City: Arts Commission Minutes dated May 4, 2023 approving 2023-24 Funding (on file) Optional, As Needed 5. Community Arts Grants 2023-24 – Revised Project Form 6. Community Arts Grants 2023-24 – Revised Project Budget Information DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 1 FISCAL YEAR 2023-24 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 2018 Arts & Culture Master Plan. The City of Carlsbad’s Community Arts Grants program supports quality arts and cultural programming that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations or veteran status. Our mission supports the following values: • Provide inclusive opportunities for arts & culture experiences for Carlsbad students and residents reducing/eliminating barriers for participation • 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 artists, arts organizations and programs in Carlsbad • Celebrate Carlsbad as an exciting, vibrant and creative destination for residents and visitors alike • Acknowledge indigenous land and cultural awareness in the Carlsbad community FISCAL YEAR 2023-24 OVERVIEW The updated Fiscal Year 2023-24 guidelines reflect national grantmaking trends and best practices and supports funding for artists and arts organizations in Carlsbad and surrounding areas. Updates were approved by the City of Carlsbad’s Arts Commission on Feb. 2, 2023; the timeline has been adjusted based on staff capacity. Total funding available for the Fiscal Year 2023-24 cycle is $117,128. All final reports are due within 30 days of the completion of the event or Sept. 30, 2024, 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 Grantees are asked to remain vigilant and informed of current community health and safety requirements, including mandated protocols as outlined by state, county, local or other governmental bodies always. Failure to do so may result in cancellation of the agreement and grant funds. Important dates for the Fiscal Year 2023-24 grant cycle application are as follows: • Applications open: Monday, Feb. 13, 2023 • Applications due: Monday, Mar. 20, 2023 • Arts Commission Funding Plan review & approval: Thursday, May 4 , 2023 • Funding Cycle begins Friday, Sept. 1, 2023 • All projects must be completed by Saturday, Aug. 31, 2024 • Applications can be accessed online. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 2 NEW THIS YEAR Please note: • An updated Statement of Information and approved signatories must be submitted for applications to be accepted. • All arts projects require the participation of an artist or subject matter expert. • Emerging Artist applicants must show proof of fiscal sponsorship before application will be reviewed. • Grant category, “Capacity Building” has been eliminated. • Award levels have been revised for FY2023-24. • New guidelines for two-year grants. • Educational Institutions (Arts in Schools) guidelines have new components including a limited number of applications. ELIGIBILITY FOR ALL GRANTEES All organizations, including fiscal agents and school-affiliated groups, must be determined to be nonprofit, tax-exempt organizations by either the Internal Revenue Service or the California State Franchise Tax Board and must have a complete Statement of Information with the California Secretary of State. The Statement of Information must be filed within the first 90 days of filing the Articles of Incorporation, after which a Statement of Information is due every two years (every odd year or every even year based on year of initial registration). • Applicants will be required to provide a Federal Employer Identification Number (or Federal Tax ID #), assigned by the Internal Revenue Service. No other form of verification will be accepted. The City of Carlsbad will • use GuideStar’s Charity Check to verify status. • Organizations must have a tax-exempt status from federal income tax under Section 501(c)(3) of the Internal Revenue Code and must qualify as a charitable organization under Section 170(c) of the Internal Revenue Code of 1986 as amended. • Educational Institutions are not required to obtain this status and are still eligible to apply. • 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. o The school must act as the applying party. APPLICATION REQUIREMENTS • All organizations must provide proof of nonprofit status or fiscal agent. • Emerging Artists must be able to show proof of having established a Fiscal Agent before application can be accepted. • A current California Statement of Information filed with the California Secretary of State reflecting Active Status. • List of the organization (or schools) Authorized Signatories, accompanied by evidence of signing authority of the persons named on the list, and specifying whether they have individual or joint signing authority. • An updated Statement of Information and approved signatories must be submitted for applications to be accepted. Statement of Information and approved signatories must be completed before application will be accepted. GUIDELINE APPENDICES • Appendix 1 – Frequently Asked Questions (FAQ’s) • Appendix 2 – Ineligible Organizations and Activities FISCAL YEAR 2023-24 FUNDING CATEGORIES Funding is structured by classification of each organization, then according to available categories. Applicants may only apply to one category per grant cycle: Arts Organizations or Fiscal Agents of Organizations or Individual Artists for Arts Projects - $7,500 maximum award per year Emerging Arts Organizations - $5,000 maximum award Emerging Artists - $3,500 maximum award Educational Institutions and Affiliated Groups (Arts in Schools) - $3,500 maximum award ARTS ORGANIZATIONS • Arts Organizations must be registered 501(c)(3) nonprofit organizations for at least three years as of Jan. 1, 2023. • Applicants may only submit one application per funding cycle and cannot apply to multiple categories. • Arts Organizations with an established minimum three years award history may apply for two-year funding. • Organizations with two-year grants may apply for new funding upon completion of project with final budget and report. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 3 ARTS ORGANIZATIONS – ARTS PROJECTS • All arts projects require the participation of an artist or subject matter expert • 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 in person or virtually if health mandates are in place. • Virtual events may be permitted to replace programs or projects that normally would have been held in-person in Carlsbad, pending current community health and safety requirements and following staff review and approval. • Arts Project grants cannot be used for general operating support; awards must be used for specific art project support. • Arts Organizations with an established minimum of three years Community Arts Grants Arts Project award history may apply for a two-year arts project funding opportunity. • The two-year Arts Project grants are available for more established arts organizations that receive Community Arts Grants funding for projects that have been consistently similar year after year. • The project/activity must extend the duration of the two years. • For two-year grants submissions the following information is required: o What is the timeline and leadership capability for the project/activity? o What statistics or research exits to support the need for the project/activity? o What impact do you expect this project/activity to have and how do you intend to measure this impact? o What is your strategy to accommodate unexpected challenges? • A final report and final budget will be required after the completion of the two -year project. • Organizations awarded two-year arts project grants may apply for funding for a new project/activity upon completion of two-year grant project/activity and submission of a final report and budget. PROJECTS THROUGH FISCAL AGENT • Any partnership between an individual, educational institution or organization must include a letter of agreement from the partnering entities. • Individuals or organizations in the process of applying for nonprofit 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. • Individual artists receiving funding through a fiscal agent must be 18 years of age on or before the application due date. ARTS ORGANIZATIONS – EMERGING (NEW) • Emerging Arts Organizations - $5,000 maximum award. • Funding Opportunity for One - Year grants only. • Arts Organization must be based in Carlsbad. • Grants for smaller nonprofit organizations that are relatively new to the nonprofit community • Must have a nonprofit 501(c)(3) status of three years or less: o If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a nonprofit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain a nonprofit status. o Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent. o 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. • Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad • Projects must be representative of at least one of the following mediums/forms of artistic expression; o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts that utilize sustainable or recycled materials DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 4 EMERGING ARTISTS (NEW) • Emerging Artists - $3,500 maximum award. • Funding opportunity for one-year grants only. • This program will support artists, 18 years of age and older, at key moments in their careers, elevating their potential for continued contribution to the arts. • Artists with less than three years of professional experience in their artistic field and preferably working with a mentor. • Artists must be based in Carlsbad and artists must apply through a fiscal agent. • Artists must obtain three letters of support to be included in the application; these support letters will be considered by grant panelists when scoring applications. • Intended to support those artists who show significant potential, yet are under-recognized and can include those having: o Specialized training in the arts. o Experience in a peer-reviewed gallery or performance space and/or received media reviews. o Committed to devoting more time to artistic activity, which will be assessed by staff on a case-by-case basis. • Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad. • Projects must be representative of at least one of the following mediums/forms of artistic expression: o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts that utilize sustainable or recycled materials EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS Requests are only available to nonprofit schools or school-affiliated groups in Carlsbad. EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS • Arts in Schools grants - $3,500 maximum award. • Funding Opportunity for one Year grants only Arts in Schools will be defined as programs, activities and events that are primarily designed to be arts focused. • Projects may be presented virtually or in person ONLY if all health and safety requirements (including COVID-19 mandates and restrictions as outlined by state, county, local or other governmental bodies) are met. • Virtual events may be permitted to replace programs or projects that normally would have been held in-person in Carlsbad, pending current community health and safety requirements and following staff review and approval. • Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a maximum of five (5) grant applications in these categories. See FAQ’s for further information on acceptable categories: o Performing Arts o Visual Arts o Nontraditional Arts • All five submissions cannot be from a single category. • 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 from the partnering entities. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 5 APPLICANT INFORMATION Fiscal Year 2023-24 Grant Cycle Schedule Feb. 13, 2023 Applications Open Feb. 22, 2023 Applicant Workshop #1 @ Dove Library, Gowland Meeting Room, 4:30 p.m. – 6:00 p.m. Feb.25, 2023 Applicant Workshop #2 @ Cole Library, Community Room, 10:30 a.m. - 12:00 p.m. Mar. 1, 2023 Applicant Workshop #3 via Zoom Webinar, 6:00 p.m. - 7:30 p.m. . https://carlsbadca.zoom.us/j/97880276003 Mar. 20, 2023 Application Deadline: applications must be submitted electronically by 11:59 p.m. Mar. 31 - Apr. 14, 2023 Submitted materials are reviewed and scored by a peer panel consisting of local and regional artists, arts professionals, and educators May 4, 2023 Funding plan presented to Arts Commission for review and approval May 15 - June 30, 2023 Begin notifications/DocuSign agreements process. Deadline for completed DocuSign agreements is July 31, 2023. First award payments disbursed beginning Aug. 1, 2023 Sept. 1, 2023 Project/activity period opens. Aug. 31, 2024 Project/activity period closes. Sept. 30, 2024 All FY2023-24 Final Reports are due. Grantees complete a Final Report within 30 days of program end date or by Sept. 30, 2024, whichever comes first. APPLICANT WORKSHOPS AND ONE-ON-ONE APPOINTMENTS Application information and links, including online tutorials, will be available on the Community Arts Grants application portal. The following resources will be available for applicants in the 2023-2024 cycle: • Applicant Workshops (virtual or in-person) will include a general overview of the grant process, application and procedures • New applicants are required to attend at least one workshop. • General one-on-one appointments – Applicants may schedule a 30-minute appointment with grant program staff to answer questions about the process, application or other topics. These appointments will be dependent on staff capacity and availability. Applicants are required to attend at least one applicant workshop prior to the appointment. To schedule a one-on-one appointment, please call Wendy Sabin-Lasker, Community Arts Coordinator, at 442-339-5982. • Application review appointments – Applicants may request applications be reviewed by Cultural Arts staff for general feedback, as staff time allows. These appointments will be available on a limited basis. All appointments must be made no later than Mar. 15, 2023. Staff is available for brief consultation by phone until the application period closes. Applicants are encouraged to schedule an appointment as early in the process as possible. • Please note that staff will review applications for effective and impactful delivery of information, as well as to ensure completeness and clarity of information provided. Staff will not be providing feedback on content, programming or other project details. PANEL REVIEW AND SCORING OF APPLICATIONS Submitted applications are reviewed and scored by a virtual peer panel consisting of local and regional artists, arts professionals, and educators. The panelists will create a funding plan for review and final approval by the Carlsbad Arts Commission. SCORING RUBRIC FOR ALL CATEGORIES (EXCEPT EMERGING ARTISTS) Application scores will be based on the following criteria, which are aligned with the Community Arts Grants mission. Panelists will be asked to undertake the following scoring recommendations and directives: • Panelists will score applications on how closely the project(s) achieve the goals of each category. • Panelists may be asked to convene together to discuss the merits of an application. • Award amounts are determined via a formula that takes into consideration the total amount of available funds, the average scores of the applicants and an assigned percentage based on those scores. Scoring of applications will be on the following criteria, with a maximum score of 50. The provided examples are for informational purposes only and are not meant to be exhaustive: • Quality of Program(s) (10 points) o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents. o Provide arts education and lifelong learning opportunities for all ages. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 6 • Community Impact (30 points) o Celebrate and promote Carlsbad as an exciting, vibrant and creative destination for our community, students, as well as visitors and tourists throughout the world. o Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. o Accessibility of program for participants and audience members, including economic limitations under the Americans with Disabilities Act. • Encouragement of programs that promote the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations and veteran status. • Organizational Capacity (10 points) o Provide evidence of organizational strength and capacity to support the scope of the project/activity SCORING RUBRIC FOR EMERGING ARTISTS CATEGORY Scoring of applications will be on the following criteria, with a maximum score of 50. The provided examples are for information purposes only and are not meant to be exhaustive: • Quality of Program(s) (10 points) o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents o Provide arts education and lifelong learning opportunities for all ages. • Community Impact (30 points) o Celebrate and promote Carlsbad as an exciting, vibrant and creative community destination for our community and students, as well as visitors and tourists throughout the world. o Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. o Accessibility of program for participants and audience members, including coverage under the Americans with Disabilities Act and economic considerations. o Encouragement of programs that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations and veteran status. • Three (3) Letters of Support (10 points) o Letters of support will be reviewed by panelists and should include the context of the relationship with the artist, potential for success and why the artist should be recommended for funding. OTHER REVIEW AND SCORING INFORMATION • Cultural Arts Office staff will review applications after the deadline. • Applications deemed eligible will be forwarded to scoring panelists and reviewed within the context of the project or program as 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 and signature forms. Projects cannot commence until the DocuSign agreement has been completed. Failure to return signed agreement within this timeline may affect the current cycle award, or future application eligibility. All agreements MUST be signed by the two (2) officers listed on the Statement of Information filed with the California Secretary of State for your organization (or listed on the most recent board roster.) These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e., CEO, CFO, Treasurer, Secretary.) One corporate officer from each of the following groups must sign the agreement: Group A Group B Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 7 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. You can verify your status with the California Secretary of State and see the officers listed on the Statement of Information at this website: Search | California Secretary of State. Further documentation of signature authorization will be requested if the most recent Statement of Information has not been filed. Agreements for Emerging Artists, Individuals or Arts Organizations applying through a fiscal agent must be signed by two (2) officers listed on the fiscal agent organization’s Statement of Information filed with the California Secretary of State. Educational Institutions will need a completed Signature Verification Form to be completed by the school site principal and school district representative (i.e., Assistant Superintendent) in addition to the DocuSign agreements. School-Affiliated Groups (i.e., school booster groups) will require the same signature requirements as nonprofit 501(c)(3) organizations. All approved organization signatories will receive an agreement packet, which will include instructions and agreement language. All agreements must be signed and submitted per instructions within 30 days of receipt. Any applicant that has received funds during a previous funding cycle will not receive their FY2023-24 Community Arts Grants agreement until the previous agreement requirements are completed and approved by staff. 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 of request. This includes, but is not limited to, agreements, revised project forms, final reports and financial accounting. PUBLIC ACKNOWLEDGEMENT • Grant recipients must acknowledge the Cultural Arts Office for its support of the project in printed, electronic and/or broadcast promotions. • The following acknowledgment along with a City of Carlsbad Cultural Arts logo must appear on all printed and electronic materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.” This logo and guidelines for acknowledgment are available on the Community Arts Grants webpage or upon request. • Grantees who fail to provide public acknowledgment 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, editing and approval by staff prior to promotion. • Grantees are encouraged and expected to: o Give notifications and invitations to the Cultural Arts Office that will be to extend them to the Carlsbad Arts Commission at least two weeks in advance of program. o Extensively promote funded events and projects. FINAL REPORTS, SITE VISITS AND PROGRAM ATTENDANCE The Cultural Arts Office staff may monitor grant projects during the course of the grant cycle, including potential site visits. The reports of these visits will be included in grant application files and may provide a basis for evaluation of future requests. Grantees will have an option to replace digitally submitted final reports with in-person site visits and/or interviews. Pending any health and safety mandates and protocols as outlined by state, county, local or other governmental bodies, these site visits/ interviews may be conducted by Cultural Arts staff and/or Arts Commissioner(s), as available, and appropriate to each grant. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 8 Grantees may still opt to submit on-line final reports in consultation with staff. In all cases, grantees will still be required to submit final budget forms digitally for staff review and approval. If a grantee chooses to submit an in-person final report, all requests require prior staff consultation and approval. All final reports are due within 30 days of the completion of the event or Sept. 30, 2024, whichever comes first, in order to receive the final payment of award. Excessively late submission of a final report may result in action taken per agreement. ASSISTANCE Cultural Arts Office staff are always available to assist applicants. Please contact Wendy Sabin-Lasker, the Community Arts Coordinator at wendy.sabinlasker@carlsbadca.gov or by phone at 442-339-5982. POLICIES • Once submitted, applications may be moved into a different category at the discretion of Cultural Arts staff. Notification will be made to the applicant. • The City of Carlsbad reserves the right to limit funding amounts to any applicant, regardless of eligibility or panel score, based on fiscal year limitations. • Cultural Arts Office staff actively review and evaluate all aspects of the funding program and process. Updates may occur throughout the funding calendar. Cultural Arts staff will provide information on program updates, to all grantees when they are implemented. • Any 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 the execution of any altered activity. This includes, but is not limited to, changes in purpose, scope, services, target audiences, 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 thirty days of notification. • No two entities (organization or school/affiliated groups) may apply for funding for the same project. • Applicants may only apply to one category per funding cycle. OTHER INFORMATION Carlsbad Arts Commission Meetings: Carlsbad Arts Commission meetings are public and held the first Thursday of every month throughout the year. For more information about the duties of the Carlsbad Arts Commission and its meetings, visit the Arts Commission webpage. 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 the Community Arts Grants webpage. • Organization Information: An updated Statement of Information and approved signatories must be submitted for applications to be accepted. • Project Information and Narrative • Project Support Information • Budget: A budget form and budget sample can be found at the Community Arts Grants webpage. • Signatory Information DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 9 APPENDIX 1: COMMUNITY ARTS GRANTS FAQ’S Are there any organizations that are ineligible to receive Community Arts Grant funding? Yes. For-profit organizations are ineligible to receive funding through the Community Arts Grants program. This includes for- profit schools and businesses. Can I apply to more than one category? No. Unlike previous grant cycles, artists and organizations may only apply to ONE category per fiscal year grant cycle. What projects are eligible for the “Emerging” categories? Projects must be representative of at least one of the following mediums/forms of artistic expression: o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts using sustainable or recycled materials What is the new two- year grant opportunity for arts projects and what are the eligibility requirements? • Arts Organizations with an established minimum of three years Community Arts Grants arts project award history may apply for a two-year arts project funding opportunity. • The project/activity must extend the duration of the two years. • A final report and budget will still be required after the completion of the two-year arts project and this report (including final budget) will be required for final payment. • Organizations awarded two-year project grants may apply for funding for a new project/activity upon completion of two- year grant project/activity and submission of a final report and budget. • Two-year grants are NOT applicable for the Educational Institutions (Arts in Schools) and Affiliated Groups category. What is an example of the new two-year grant opportunity? For example, an arts organization has identified the need for more arts training for senior citizens. The local arts organization has partnered with a Social Service Agency to provide arts training within the City of Carlsbad. The application for a Community Arts Grant for two (2) years proposes support for the planning, development and delivery of a senior citizen arts program in which any/all of these phases will continue as proposed throughout a two-year period. What is an “Emerging Artist?” • Artists who are at key early moments in their careers, elevating their capacity for continued contribution to the arts and are committed to devoting more time to artistic activity, when possible, financially. • Artists who self-identify as emerging and show significant potential as an artist but are under-recognized. Is there an age limit for the Emerging Artists category? Yes. Artists must be 18 years of age on or before application deadline. Do applicants for the Emerging Artists category need a fiscal agent? Yes. Emerging Artists must apply through a fiscal agent. If the applicant does not have one, staff may assist the applicant with finding a local established 501(c)(3) that is willing to partner with the artist. What arts organizations qualify to apply in the Emerging Arts Organization category? • Arts Organization must be based in Carlsbad • Must have a nonprofit 501(c)(3) status of three (3) years or less: • If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a nonprofit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain a nonprofit status. • Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent Is attendance required for the workshops and information sessions? Workshop attendance is required all for new applicants and those applying in the “Emerging” categories. Workshop attendance by returning awardees is highly recommended as an opportunity for staff to guide and assist applicants in the FY2023-24 Community Arts Grants application process. How are final awards decided? All award amount decisions consider the total amount of funding available, scores from panelists and the request from the applying entity. After panelist scoring, panelists will create a funding plan based on these factors, which is forwarded to the Arts Commission for final approval. Can one school site apply for multiple Educational Institutions (or Arts in Schools) awards? DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 10 Yes: Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a maximum of five (5) grant applications per educational institution across these categories; all five submissions cannot be from a single category. Examples of Acceptable Categories: • Performing Arts, including Dance and Music and Theatre • Visual Arts, including Graphic arts, Ceramics, Film, Photography • Nontraditional Arts: including Performance Art, Spoken Word/Poetry, Culinary Arts. APPENDIX 2: INELIGIBLE ORGANIZATIONS AND ACTIVITIES The City of Carlsbad will NOT award Community Arts Grants to: • For-profit organizations, schools and businesses. • Organizations and/or affiliates that are directly or indirectly participating in, or intervening in, any political campaign on behalf of (or in opposition to) any candidate for public office. • 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. • Purchases or repairs of arts-specific equipment with the capability of extended use over several years are permitted. Proposals requesting funds for such expenses must be discussed with Cultural Arts 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 nonprofit 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: • Fundraising expenses. • Consultants who are members of an applicant’s staff or board. • Political campaigns or lobbying activities. • Payments to students. • Endowments or endowment campaigns. • Scholarships, fellowships or tuition assistance. • Costs incurred before the start of the funded project or outside the funding period. • All in-person activities outside the City of Carlsbad limits. • Entry fees for competitions or sponsorship fees. • Pageants, fund-raising events or hospitality costs. • Private foundations or other re-granting organizations. • Religious or doctrinal purposes, although faith-based organizations may apply for program support. • Publication of manuscripts or compositions not created as part of a grant-supported project. • Purchase of monetary awards, cash prizes, contributions or donations. • Professional development for staff and board members. • 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: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 1 Villa-Lobos International Chamber Music Festival, Carlsbad Residency Fiscal Year 2023-24: Arts Projects for Arts Organizations Villa-Lobos International Chamber Music Festival Inc Lars Hoefs 4814 Terracina St. Oceanside, CA 92056 larshoefs@hotmail.com O: 937-626-2495 Lars Hoefs 4814 Terracina St. Oceanside, CA 92056 larshoefs@hotmail.com O: 937-626-2495 DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 2 Application Form Application Verification Application Type Verification:* This application is for Arts Organizations applying for the Arts Project category. If you are looking for other funding opportunities, please click on the "Apply" button in the blue bar on the top of this screen. Applicants may only submit one application per category per funding cycle. I verify that this is the application for the Arts Projects for Arts Organizations category. Guidelines & Eligibility Requirements Review Confirmation:* Please be sure to review the Community Arts Grants Guidelines and eligibility requirements prior to submitting a grant application. A summary of the eligibility requirements is also provided on the application homepage. I have reviewed the Community Arts Grants Guidelines and the eligibility requirements. Fiscal Sponsor Role As an Arts Organization, would you be interested in acting as a Fiscal Sponsor for individual artists to apply for future Community Arts Grants? This would not impact your own organization's ability to apply for funding. If you check yes, Cultural Arts Office staff will reach out with more information. We appreciate your support of individual artists! (OPTIONAL) All applicants that wish to collaborate with others to complete this grant application may use the "collaborator" button on the top right section of this page (instructions below.): Collaborator feature Video Tutorial (2 minutes long) Written Tutorial *If applicable, please note that some data from the applying organization's GuideStar profile may be pre- populated (copied) into the corresponding GuideStar questions on this application form. You may do so by clicking on the "Copy GuideStar" profile button on the top right section of this page (next to the "Collaborator" button) and selecting what you would like to pre-populate. Note that you will have the ability to edit your pre-populated information. Organization Information •Arts Organizations must be registered 501(c)(3) nonprofit organizations established for at least 3 years as of January 1, 2023 •Applicants may only submit one application per funding cycle and cannot apply to multiple categories DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 3 Past Funding* Has your organization received funding from the City of Carlsbad's Community Arts Grants program in the past? Yes Are you an individual artist applying through a fiscal agent?* No Primary Organization Name Name as shown on an IRS letter of determination. Villa-Lobos International Chamber Music Festival, Inc. DBA (if applicable) Organization Website http://villalobosfestival.com/ Organization Mission Statement: Please provide your organization's mission statement. If you have a GuideStar profile, you may copy and paste your organization's GuideStar mission statement or provide another version here. If you are an individual artist, use this section to give us an idea of your mission/vision as an artist. Our mission is to celebrate and educate about Latin American chamber music in Southern California. Since 2015 we have organized an annual festival each January with chamber music concerts, school visits, and recordings taking place in Los Angeles, Pasadena, Riverside, Encinitas, Coronado, and since 2022 we have had a presence in Carlsbad schools. Our world-class musicians come from South America and different parts of the USA to rehearse in Oceanside. We perform attractive and new music by living Latin American composers, often commissioned especially for the festival. Ours is the only festival of its kind in the USA, dedicated to promoting underrepresented Latin American chamber music. Past Funding Report Requirements Current Grantee Requirements:* If you are a returning grantee from the previous grant cycle, please confirm that you understand that a final report and final budget for your organization must be submitted prior to entering a new grant agreement with the City of Carlsbad. A final report and final budget must be submitted (30) calendar days after the Project End Date. Alternatively, if you cannot meet this requirement, we will accept a project status update via email explaining the status of your project, estimated project end date and any other project details you would like to share with us. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 4 I understand that should my organization receive funding for this cycle, my organization will fulfill all reporting requirements from the previous cycle prior to my organization entering a new agreement with the City of Carlsbad. Yes Two-Year Arts Project Two Year Program* •Established arts organizations with a minimum three (3) year Community Arts Grants arts project award history may apply for a two (2) year arts project funding opportunity: •The two (2) year arts project grants are available for more established arts organizations that receive Community Arts Grants funding for projects that have been consistently similar year after year. •The project/activity must extend the duration of the two (2) years. •For two-year grants submission, additional information will be requested in this form. •A final report and budget will still be required after the completion of the two (2) year arts project and must include a final budget for final payment. •The funding for Year Two (2) of the arts project would be the same grant amount awarded for Year One (1). •Organizations that are awarded two (2)year arts project grants may apply for new funding upon completion of project and submission of Final Budget and Final Report. Is your arts organizations applying for a 2-year arts project? No Project Information and Narrative •Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad •All arts projects/activities require the participation of an artist or subject matter expert •Arts Project grants have a maximum award of $7,500 ( Note: those applying in Emerging Arts Organization category have a maximum award of $5,000) Project Name:* Please provide us with the name of the arts project. Villa-Lobos International Chamber Music Festival, Carlsbad Residency Project Summary:* Please provide us with a brief summary of your project. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 5 Our proposal is to continue the residencies that we did in January of 2022 and 2023, performing Latin American chamber music in Carlsbad middle and high schools while interacting and dialoguing with the students. We propose to repeat and expand the model that proved successful in January of 2023. This will include 5 duo cello/piano concert/discussions in Carlsbad middle and high schools for orchestra and band classes; 2 string quartet concerts in the large Cultural Arts Center, and 4 masterclasses for Carlsbad students of violin, viola, cello, and piano to have the opportunity to play for and receive instruction from the Villa- Lobos Festival teaching artists. Marina Hall, orchestra director at Aviara Oaks Middle School, will coordinate with the music teachers at the other Carlsbad schools to schedule these in-school visits, the large quartet concerts, and the masterclasses. The masterclass component is new to our Carlsbad residency, but we received feedback from teachers and students during our last Carlsbad residency that this would be a welcome addition to our model, as many students of string instruments in the Carlsbad schools don't have regular individual lessons with professional teachers. Project Start Date:* Please note that project start date must be on or after September 1, 2023. 01/02/2024 Project End Date:* Please note that the project end date must be on or before August 31, 2024. *2-year arts project end date would be no later than August 31, 2025. 02/16/2024 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. Jan. 2024 Latin American chamber music concerts in Carlsbad schools 5 Concert/discussions with cello/piano duo in schools for orchestra/band classes, organized by Marina Hall: Carlsbad High School Aviara Oaks Middle School Calavera Hills Middle School Valley Middle School Sage Creek High School 2 String Quartet concerts at Carlsbad High School Cultural Arts Center: Daytime quartet concert for all Carlsbad Unified School District music students (coordinated by Marina Hall) Evening quartet concert open to general public, free admission 4 Masterclasses (violin, viola, cello, piano) for Carlsbad students, selected by their teachers, to perform for Villa-Lobos Festival teaching artists DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 6 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 one-year arts projects. $7,500.00 Participants:* Total number of expected participants for this project (i.e. artists, coordinators, directors.) 30 Audience:* Total number of expected audience attendance for this project. 450 Previous Project Success: If your organization has completed a similar project, please provide details of the project and why it was successful. Our organization has indeed completed a similar project twice, in the last two years: January of 2022 and January 2023. These 2 projects were overwhelmingly successful, mainly thanks to the excellent organization by Marina Hall, orchestra director at Aviara Oaks Middle School. Ms. Hall coordinated with the teachers and administrators of Carlsbad middle and high schools to bring students to our concerts at the Carlsbad Cultural Arts Center - each year, we ad roughly 350 students in attendance for the large trio concert. Also, for our second residency in January 2023, Ms. Hall organized in-school visits for our festival musicians, and we did concert/lectures at 4 schools for smaller classes averaging about 40 students each (Carlsbad High School, Aviara Oaks Middle School, Calavera Hills Middle School, and Valley Middle School). The teachers of the different schools did a terrific job in preparing the students for the experience as well as establishing a conducive and welcoming atmosphere. And the festival musicians (Brazilian pianist Aline Alves and Sao Paulo University Professor Lars Hoefs) engaged in fascinating interactive dialogue with the students on a broad range of subjects, from musical to cultural to light-hearted fun. In our supporting materials attached to this proposal, please find letters from Marina Hall as well as 3 other Carlsbad teachers, in addition to a letter from Jenny Dolkas, mother of one of the students. Project Distinction: What makes this project distinctive? Our festival is the only of its kind in the United States – the only annual chamber music festival dedicated to the performance of Latin American concert music. Given the extraordinary wealth of fabulous chamber music composed by Latin Americans, it seems surprising that more concerts are not dedicated to them. We find that Southern California is a perfect home for our festival, and as the Latino population in Southern California is considerable, the festival acquired an added dimension of cultural resonance and recognition. By bringing world-class musicians into Carlsbad schools, the schoolkids have direct access to this high art form as well as the unusual opportunity of dialoguing with musicians from Brazil and elsewhere about a wide range of topics. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 7 While the 5 duo concerts will be specifically for the students in their school classrooms, the final concert will be in a large theater, free admission and open to the public, making the music available to all who care to experience it. Additionally, this year we will offer masterclasses for Carlsbad school students of violin, viola, cello, and piano with festival teaching artists. We are adding this feature to our residency model because students and teachers communicated to us in the last residency that many students don't have regular lessons with professional instrumentalists. Project Goals: What are the goals (outputs and/or outcomes) of the project? How will you measure your goals? The short-term goal of this project is to transplant the successful model of the Villa-Lobos International Chamber Music Festival, what we’ve achieved in Los Angeles, Encinitas and Riverside, to Carlsbad, by holding a 3rd annual residency in January of 2024. The long-term goal is to establish this residency as an annual occurrence, to perform chamber concerts each January in Carlsbad and in so doing build a local audience and connect more people each year with Latin American chamber music. As outcomes of realizing these goals, we hope to widen the Carlsbad population’s awareness and understanding of Latin American chamber music, to encourage young musicians and students to learn and study and perform Latin American chamber music, and to generally build cultural bridges between people of different backgrounds and experiences. By visiting classrooms in Carlsbad middle and high schools and giving more intimate concert/presentations of Latin American music, we will better inspire, interact and engage with schoolkids on an immediate level not always possible in larger concert settings. And while the general mission of our organization and festival is to celebrate and educate about Latin American chamber music, as we witnessed in the previous residency in Carlsbad schools, the in-school performances and dialogue opens up unlimited possibilities and avenues of future study and interest in a myriad of topics and fields. Target Population: Who is your target population and why? How will you reach them? For the final concert, to be held a weekday evening in the large auditorium of Carlsbad High School Cultural Arts Center, our target population is the entire population of Carlsbad, with no exceptions. Traditional classical chamber music is already a genre of music that enjoys a small but dedicated audience base among the citizens of Carlsbad, and we certainly plan to receive those folks who are already passionate about this form of intimate music-making. We also plan to reach out to people who don’t usually seek out chamber or classical music performances, and we are convinced that we can win them over to return to future concerts. More significantly, we are presenting chamber music by Latin American composers, and our mission is to celebrate and promote this music that has been largely underrepresented and overlooked. This evening concert will also be an opportunity for the families and friends of the middle and high school students to attend a concert. For the daytime concert in the large auditorium, the target audience will be all middle and high school Carlsbad students who study music electives. Marina Hall will coordinate with these schools in the Carlsbad district to have these students brought in for the concert. For the visits to Carlsbad middle and high school orchestra classes, also coordinated by Marina Hall, the target audiences for the proposed concerts in classrooms will be the band and orchestra students of those schools. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 8 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. The principal partner for this project is Marina Hall, director of orchestra at Aviara Oaks Middle School. In the two residencies already successfully completed, Ms. Hall coordinated and organized everything with relation to the schools, teachers, administrators, and students. She is essential to the project's success, and has enthusiastically communicated to us that she will continue in this role for the next residency. 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. Contact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Partner Resumes merged 2024.pdf Organization Changes/Challenges/Circumstances: What special circumstances, challenges or changes have affected your organization? What impact has this had on your organization? Our organization originally focused almost exclusively on our annual festival each January, for which we put on 10-15 concerts in Southern California. Due to cancellations of concerts during the pandemic (2021, and part of our 2022 festival), we've rethought and reconsidered that exclusive approach, and have adopted a few concomitant avenues for the mission of the organization, to celebrate and educate about Latin American chamber music. One of those new avenues is to take concert/lectures directly into schools, to play in classrooms for schoolkids and have interactive discussions and dialogues with them. This has proven extraordinarily well-received and inspiring for kids and festival musician artists alike. Another new avenue adopted by our organization since the pandemic is the establishment of an online streaming recording label, producing online albums for all digital platforms such as Spotify, Apple Music, etc. Since the pandemic our organization as produced 6 albums, 4 of which are already released and available for online streaming, 2 of which will still be released later this year. These online streaming albums present rare and fascinating Latin American chamber repertoire, many pieces which had never been recorded before. We still plan on putting on a terrific and active festival each January in Southern California, but we are also now energized by the additional branches of the organization, the in-school visits and the online recording label. Project Support Information You may upload support information in this section. Contact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 9 Materials Upload (OPTIONAL, but recommended): Please upload any marketing materials, images and/or files that would provide more information about your project. link to photos and video clips from 2023 January Carlsbad residency.docx 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 videos, you may upload it here. Videos of performances from previous years of the Villa-Lobos Festival.docx 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.) letters and poster for final report.pdf Budget Information You may upload budget support information in this section. Please consolidate into one PDF if possible. Contact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Total Project Budget $14,800.00 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 may be available upon request or may be available on the Cultural Arts Community Arts Grants webpage. Contact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Villa-Lobos Budget 2023-24.pdf DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 10 Organizational Budget:* Please upload a current organizational budget. Organizational Budget Villa-Lobos.pdf Letter of Determination: If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination. Audited Financials:* Please upload your organization's most recent completed short form 990s. Audited Financials 2023.pdf Board Roster:* Please upload your organization's roster of board members and ensure the document includes names, titles, organization/business affiliation and areas of expertise. Alternatively, we will also accept the most recent board meeting minutes that includes the board roster. Board Roster.pdf Organization Signatory Information Please list the names and organizational titles of the two (2) officers listed on the Statement of Information filed with the California Secretary of State for your organization (or listed on the most recent board roster.) These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e. CEO, CFO, Treasurer, Secretary.) One corporate officer from each of the following groups must sign the agreement: 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. You can verify your status with the California Secretary of State and see the officers listed on the Statement of Information at this website: Search | California Secretary of State Signor #1 First and Last Name (i.e. Mary Wilson):* Lars Hoefs DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 11 Signor #1 Organizational Title (i.e. CEO):* President and Artistic Director Signor #1 Email address:* larshoefs@hotmail.com Signor #2 First and Last Name (i.e. Luke Wilson):* Eugene Hoefs Signor #2 Organizational Title (i.e. Secretary):* Secretary and Treasurer Signor #2 Email Address:* erhoefs.hoefs01@gmail.com Application Submission Application Submission: Note: Once you submit your application, you cannot edit the form. Please review your answers before submitting After you submit this application, you will receive an email for the submission confirmation. Application Certification:* I certify that the information contained in this application, including all attachments and support materials, is true and correct to the best of my knowledge. Yes Date of Application Submission:* 03/20/2023 DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 12 DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 13 File Attachment Summary Applicant File Uploads • Partner Resumes merged 2024.pdf • link to photos and video clips from 2023 January Carlsbad residency.docx • Videos of performances from previous years of the Villa-Lobos Festival.docx • letters and poster for final report.pdf • Villa-Lobos Budget 2023-24.pdf • Organizational Budget Villa-Lobos.pdf • Audited Financials 2023.pdf • Board Roster.pdf DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Partner Resumes Aline Alves, piano Brazilian pianist Aline Alves earned a doctorate in musicology from the Universidade de São Paulo (USP), a masters in piano performance from the Universidade Estadual de Campinas (Unicamp) and a bachelors in piano from the Universidade Federal de Uberlândia (UFU), where she served as pianist for the UFU Percussion Ensemble from 2007-09. Her piano mentors and professors have included Araceli Chacon, Mônica Hassan e Maurícy Martin. In addition to performing, she maintains intense activity as piano professor for her private studio in Campinas and her students have won prizes in important national competitions. From 2020-2022 she served as interim professor of piano at Universidade Estadual Paulista in Sao Paulo. She has performed at the most important congresses and symposium for classical music in Brazil, and in 2023 she will release three albums with cellist Lars Hoefs on all streaming platforms, featuring the world premiere recordings of prestigious Brazilian composers as well as new arrangements of works by Villa-Lobos. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 • Travis Maril, viola Travis Maril is Studio Artist Teacher of Viola at San Diego State University, where he coordinates the String Division and serves as Co-Director of the SDSU String Academy for Pre-College Students. In the summers he teaches at the San Diego Summer Music Institute and has also taught at the Interharmony Music Festival (Italy). A passionate chamber musician, Mr. Maril won a top prize at the Fischoff National Chamber Music Competition and had performances broadcast on "Performance Today" with the Hyperion Quartet. He has performed with the Miró Quartet, concertmasters of the Cleveland Orchestra, LA Philharmonic and Rochester Philharmonic, principal players in the Pittsburgh, Cincinnati and San Diego Symphonies, and members of the Chamber Music Society of Lincoln Center. Festival appearances include Ojai, Bravo! Vail Valley Music Festival, and repeat appearances with the Mainly Mozart Festival and La Jolla Music Society’s SummerFest. Locally he appears often with Art of Elan, Camarada, the Danny Green Trio, and as a substitute with the San Diego Symphony. For several years he performed and recorded with local band The Tree Ring, whose debut album won a San Diego Music Award. In addition he has been an active performer of musical theatre at the Old Globe and Civic Theaters, performing on the original productions of "A Gentleman’s Guide to Love and Murder" and Steve Martin’s "Bright Star". In the pop realm he has shared the stage with Christina Aguilera, Belle & Sebastian, and Idina Menzel. He has enjoyed a long and fruitful relationship with the composer and songwriter Joel P. West and performed as solo violinist and violist for many of his scores, including the critically-acclaimed "Short Term 12," "I Am Not a Hipster," "Grandma," and episodes of "Chef’s Table" on Netflix. As a soloist he has been a winner of the La Jolla Young Artist Competition and Aspen Music Festival Concerto Competition, the latter win resulting in a DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 performance of Walter Piston’s Viola Concerto with the Aspen Academy of Conducting Orchestra. He has toured Europe with the Schleswig Holstein Festival Orchestra and been awarded fellowships to the Aspen and Bowdoin Music Festivals, the Emerson String Quartet Workshop, the Banff Institute, New York String Seminar and Music Academy of the West. Mr. Maril earned his B.A. magna cum laude from the University of Southern California’s Thorton School of Music, where he was a Trustee Scholar and selected as an Outstanding Graduate. He earned his M.M. from Rice University’s Shepherd School of Music. His principal viola teachers included Jeffrey Irvine, Ralph Fielding, Karen Ritscher, Brian Chen and Donald McInnes. His chamber music mentors include James Dunham, Norman Fischer and Peter Marsh with additional coachings and masterclasses with members of the Guarneri, Orion, Takacs, Ysaye and Juilliard Quartets. Carmelo de los Santos, violin Brazilian violinist Cármelo de los Santos was the first prizewinner of the IV “Júlio Cardona” International Competition, held in Covilhã, Portugal, in 2003. He also received the special prize for the best interpretation of the required Portuguese work. In 2002 Cármelo performed at the prestigious Weill Recital Hall at Carnegie Hall with the ARCO Chamber Orchestra, both as a soloist and conductor. Cármelo won the first prize at the Music Teachers National Association Collegiate Artist Competition in Cincinnati, Ohio. He came into prominence in 1993 when he won Brazil’s most prestigious music competition, the “VII Eldorado Prize”, São Paulo. Since then he has appeared as a soloist and as a recital player with major orchestras in Brazil and South America, in the most important halls. Other prizes include the second prize in the “VII Young Artist International Competition” (1991), Argentina, and first prize in the “I Young Talents of MEC Radio Competition” (1996), in Rio de Janeiro. He has recorded many programs for radio and television in Brazil. In 1994 he made a CD under the Eldorado Radio label which featured Brazilian and other composers of the twentieth century. Cármelo began his violin studies at the age of nine. He graduated from Rio Grande do Sul Federal University, Brazil, where he worked with Fredi Gerling and Marcello Guerchfeld, and came to America in 1997 to study in New York at the Manhattan School of Music with Sylvia Rosenberg. He holds a doctoral degree from the University of Georgia, having studied there under the Russian DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 violinist Levon Ambartsumian. He is currently Associate Professor of violin at the University of New Mexico, Albuquerque. • Peter Sprague, sound engineer Peter Sprague was born in Cleveland, Ohio and was raised in Colorado until 1963, when his family moved to Del Mar, California. Inspired by his father's love of jazz, he took up the guitar when he was twelve. By the age of fifteen he was devoting all his time and energy to learning music. Following a year's study at the Interlochen Arts Academy, Sprague studied privately and performed around the San Diego area until 1976. That year found him moving to Boston to study with many notable musicians including Pat Metheny, Madame Chaloff and Albin Czak (who taught Peter classical guitar). Peter returned to San Diego in 1978 and formed his ground breaking jazz group The Dance of the Universe Orchestra. At the age of 20 Peter started recording his own albums on the Concord Jazz and Xanadu record labels. He has been a guest artist on many other records and performed and toured with Chick Corea, Hubert Laws, Dianne Reeves, David Benoit, Sergio Mendes and many others. On his debut with the Chick Corea band for a series of concerts at Disneyland noted Los Angeles Times jazz critic wrote in a review the following day "Peter Sprague is one of the emergent great guitarists." Peter also worked with Chick on the film score to the movie The Cat Chasers, starring actress Kelly McGillis. From 1990 to 1993 Sprague taught music at both California Institute of the Arts in Los Angeles and the Musicians Institute in Hollywood. He continues to teach every summer at the annual UCSD Jazz Camp in La Jolla, CA. Peter was involved with the legendary record label GRP Records on a number of projects. He arranged Chick Corea's song "Spain" for the GRP All-Star Big Band record and video. This performance featured Randy Brecker, Lee Ritenour, Dave DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 - Weckl, Ernie Watts among many other jazz legends. Peter was featured on David Benoit's GRP releases Letter To Evan and Shaken, Not Stirred. Also on GRP Records, Sprague played on Eric Marienthal’s recording One Touch featuring Russell Ferrante, Jimmy Haslip, Alex Acuna, and Ivan Lins. Peter has been the recipient of many awards: His CD Blurring the Edges won the Best Contemporary Jazz Recording of 1994 from the San Diego Music Awards (SDMA); Best Jazz Musician of the Year in 2000 by the SDMA; The San Diego Reader voted Peter the Best Jazz Group for the 2002 Best Of issue; 2004 Best Jazz Artist of the year by the SDMA; In 2006 Peter was the Honored Musician at the Museum of Making Music’s Evening of Note; 2007 Best Jazz Artist of the year by the SDMA; In 2000 his CD Nikki's Rose was nominated for the Best Jazz CD by the SDMA; In 2003 his CD Pass The Drum was nominated for CD of the Year by the SDMA. Peter has been the recipient of many grants and commissions, (San Diego Symphony, Chamber Music America etc.) and has published eleven music books (The Sprague Technique, Brazil Jazz Songbook, etc.) Peter is also the chief organizer and transcriber for Chick Corea's music books published with Hal Leonard Publishing. Peter records at his own studio in Encinitas, Spragueland. João Guilherme Ripper, composer João Guilherme Ripper is a composer, conductor, cultural manager and professor at the School of Music of the Federal University of Rio de Janeiro. He studied with Henrique Morelenbaum and Ronaldo Miranda. In 1997, Ripper obtained his D.M.A. in Composition at The Catholic University of America, in Washington D.C., under the guidance of German composer Helmut Braunlich and Argentine musicologist Emma Garmendia. He pursued further studies in Orchestral Conducting with Maestro Guillermo Scarabino in Argentina, and attended the class of "Économie et Financement de DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 la Culture" at the Université Paris-Dauphine, in France. Ripper served as Director of the School of Music of the Federal University of Rio de Janeiro between 1999 and 2003. In 2004, he accepted the invitation of the Government of the State of Rio de Janeiro to direct Sala Cecília Meireles, a leading chamber music hall, where he remained for 11 years and undertook a comprehensive renovation. In 2015, he was appointed President of the Municipal Theater Foundation of Rio de Janeiro, the city’s opera house, a position he held until 2017. Ripper is the current President of the Brazilian Academy of Music, an institution founded by Heitor Villa-Lobos in 1945 that brings together 40 Brazilian composers, interpreters and musicologists. Ripper frequently collaborates with orchestras, chamber ensembles, theaters and festivals in Brazil and abroad creating new works and acting as a resident composer. Recent commissioned compositions include the three series "From My Window", written for the Kean University (USA), "Desenredo" and "Five Poems By Vinicius de Moraes" written for São Paulo State Orchestra (OSESP), "Symphonic Games” written for the Minas Gerais Philharmonic, "Nativity - Scenic Cantata” written for the Teatro Amazonas, "Gloria Concertato", written for the International Congress of Sacred Music of the Federal University of Rio de Janeiro, and “Psalmus”, featured in May 2018 at the Latin American Music Festival in Caracas, Venezuela. With eight titles, the opera plays a central role in his catalog of works. Recent productions include "Onheama" for young audiences, presented at the Terras Sem Sombra Festival in Portugal in 2016; the chamber opera “Domitila”, produced this year in Brazil and Portugal and “Piedade”, programmed in the 2017 and 2018 seasons of the Teatro Colón’s Chamber Opera series, in Argentina.“Piedade” was also featured at the São Paulo Municipal Theater and at Sala Cecília Meireles in Rio de Janeiro. The comic opera "Il Dilettante" premiered in 2014, and had a new production in Espírito Santo last year and in São Paulo this year. The opera "Kawah Ijen" commissioned by the Teatro Amazonas was premiered in May 2018 at the 21st Amazon Opera Festival. The opera's plot is set in Indonesia and Kawah Ijen is the first opera to incorporate the Javanese Gamelan into the orchestration, thanks to the collaboration of the Indonesian Embassy in Brazil. In 2020, the chamber opera “Cartas Portuguesas” (Portuguese Letters), based on a 17th-Century book, was premiered at Sala São Paulo and Fundação Gulbenkian in Lisbon. The work was commissioned as part of the partnership established between Gulbenkian Música and the São Paulo State Symphony Orchestra. In 2022, the Centro Cultural de Belem in Lisbon produced his Domitila. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Profile I am a full-stack web designer / developer who takes pride in creating detail-oriented, empathetic, beautiful online projects. I use research and data analysis to propose design solutions and measure results. I have worked for 20 years in higher education, gaining experience with a range of technologies from websites to mobile apps to email campaigns. I’ve learned how to design for marketing and communications objectives as well as the needs of end users. I see design and technology as tools to reduce frustration, create positive experiences, and help people accomplish their goals. Experience SENIOR WEB DEVELOPER, USC INFORMATION TECHNOLOGY SERVICES 2013-2020 Design, front-end programming, project management. Worked closely with the university’s central communications group, schools, and departments to plan and support their web projects. Led a four- person design team for numerous high-visibility university projects. Innovated with using Wordpress as a content management system for modular, art-directed story designs and a university portal website. WEB DESIGNER / DEVELOPER, USC WEB SERVICES 2002-2013 Design and front-end programming in a client-services model that served the entire university on a variety of projects, including redesigns of the USC homepage, USC Schedule of Classes, and several large school websites. WEB DESIGNER / PROGRAMMER, USC CENTER FOR SCHOLARLY TECHNOLOGY — 2000-2002 Worked within the university library system on their web projects, which included piloting the use of Blackboard for course management, building the foremost English-language resource on Asian film at the time, and supporting faculty multimedia initiatives. Created a student website competition. FREELANCE DEVELOPER AND DESIGNER — 1996-PRESENT Produced digital and print design projects for clients including magazines, artists, musicians, medical businesses, and academic departments.. STUDENT WORKER, USC CENTER FOR SCHOLARLY TECHNOLOGY — 1997-2000 Supported library web projects and trained faculty to use the web in their teaching. Led design work on Teaching with Technology, an academic conference about the internet’s impact on education, for its first two years. CHIEF COPY EDITOR, USC DAILY TROJAN — 1997-1999 Worked for the university’s student newspaper during my sophomore and junior years in college, editing a publication that came out five times per week during the academic year. Daniel Heller User Experience Designer / Developer danielkheller@gmail.com 323-240-5543 3518 Glenalbyn Dr, LA, CA 90065 DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 ••• Education Bachelor of Arts in Political Science and Gender Studies, 2000 University of Southern California Summa Cum Laude, 3.9 GPA Skills Programming specialties: HTML, CSS/SASS, Javascript, PHP, Wordpress Other abilities: AngularJS, NodeJS, JQuery, GitHub, Sketch, Adobe Creative Suite software Presentations Higher Education West Conference, June 2016 Best of Conference Award for a presentation on user research Example Projects USC News, university news site, news.usc.edu Redesigned and developed the main news site for the university, crafted a strategy to make stories more engaging and increase traffic after the redesign. Sessions increased 42% in the year after the redesign. Integrated the university’s alumni magazine into the system (news.usc.edu/trojan-family/) and created a system for writers and editors to build art-directed feature stories within the Wordpress site to meet the communications team’s goal of improving visibility of the magazine. In the year after the alumni magazine redesign, organic search traffic increased 30%. myUSC, university portal, my.usc.edu (will provide screens upon request) Designed and developed the site used by students to access courses and other authenticated services. Migrated from a dying platform (uPortal) into Wordpress in six months, incorporating user research to ensure a successful relaunch. Developed personalization based on custom fields, AJAX, and roles, all innovative uses of Wordpress. Added a profile to support students’ ability to change their preferred name, pronouns, and other personal info easily. The site gets about 50k visits per day and remains an essential tool for the university. School of Dramatic Arts, theater school website, dramaticarts.usc.edu Redesigned and developed the current version in 2014, working with a project manager. Developed a way for the school’s communications team to build modular pages in Wordpress, which at the time offered limited options for this type of layout. Launched on time and under budget. I’m proud that the design system I built continues to be actively used and looks fairly contemporary five years later. Thornton School of Music, music school website, music.usc.edu Redesigned and developed the current version in 2013, working with a project manager and design assistant. Launched on time and on budget, increasing sessions by 36% in the first year after launch and 43% in the second year after launch. References upon request. Thank you for reading. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Photos and video clips from our 6 concerts at Carlsbad Middle and High Schools in January 2023: https://drive.google.com/drive/folders/1fTtqIMl4A9AtJMsnr8ttE6B Arr-CmwNt?usp=sharing Villa-Lobos International Chamber Music Festival Carlsbad Residency DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Videos of performances from previous years of the Villa-Lobos International Chamber Music Festival Dimitri Cervo: The Brazilian Four Seasons (Carlsbad, 2022) https://www.youtube.com/watch?v=-vNp8Aq-beg&t=325s Eli-Eri Moura: Variations (Carlsbad, 2022) https://www.youtube.com/watch?v=WRekWCMa9OU Villa-Lobos: Bachianas Brasileiras no. 5 (Long Beach, 2020) https://www.youtube.com/watch?v=JRFsaU7-8ZI Villa-Lobos: Song of the Black Swan (San Diego, 2018) https://www.youtube.com/watch?v=t7kdkA9eLXc Villa-Lobos: String Quartet no. 5 (Riverside, 2015) https://www.youtube.com/watch?v=qNiK2RZzwdw DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 AVIARA OAKS MIDDLE SCHOOL 2022-2023 Orchestras Marina Hall, Teacher mhall1@carlsbadusd.net 6880 Ambrosia Lane ~ Carlsbad, CA ~ 92011 Dear City of Carlsbad Cultural Arts, I am so pleased and excited to share with you that this year’s Villa-Lobos International Chamber Music Festival was a wonderful success! The middle and high school band & orchestra students of Carlsbad Unified School District were not just lucky enough to HEAR the incredibly inspiring music of Brazilian composers, but were also so engaged by the entertaining stories and background of the musicians, composers and pieces performed by Lars, Rose, Karl, and Aline! The musicians’ personality and the rich colors of the music were so inspiring that the students truly connected with the entire experience. First, the classroom visits by Lars and Aline grew into a far more personal experience than a typical concert. Students were just steps away from these International professional musicians. The power of the music surprised most students as opposed to hearing something similar online like they typically experience. Students opened up with very interesting questions not only about the music but the life of both composers and musicians. While we were hoping for an easy way to have more numerous yet shorter school visits, due to scheduling, we ended up having fewer but more in depth presentations. This was caused by the block schedules at most schools (classes are held for 2 hours every other day instead of 1 hour every day like my school – my oversight and assumption when planning) and the fact that numerous schools had band or orchestra at the same time so not all classes could be scheduled. These longer and more in-depth school visits, however, offered even more interaction, discussion, and educational value than just a quick demonstration. The high school students in particular were excited to try for possibly a master class next year as well so they could make music together with Lars and Aline. Second, the daytime student concert at Carlsbad High School’s Cultural Arts Center was enjoyed by about 350 students from the middle and high school band & orchestra classes. It was even more exciting than expected because many of the students who attended were from the classes that had scheduling conflicts and couldn’t receive the classroom visits. Many of these students had not seen last year’s concert either because they were 6th graders who had not previously been in Band or Orchestra. This music was performed by the trio, so even students who had received the classroom visits heard different music, including new pieces compared to last year. When Lars asked for questions from the audience, hands flew into the air across the entire theater with students excited to engage with the trio. Unlike traditional concerts, the students felt incredibly comfortable asking any question without fear; Lars, Karl, and Rose are so talented but also so approachable that students want to ask questions they might usually feel are “off limits” at a more formal concert. And finally, the evening family concert (also at Carlsbad High School’s Cultural Arts Center) was well attended and continued to have a similar approachable, interactive feel but with more new music. The audience grew to double the attendance of last year. My favorite feature was when the trio came out to eat cookies at intermission with the audience. This again helps our guests ask questions and interact unlike typical professional concert experience. I even had conversations with Carlsbad residents (not the families of my students) who were so impressed by the concert and asked when the next one would be! I am so happy that we had the opportunity to experience the Villa-Lobos International Chamber Music Festival again this year with its expansion to classroom visits. We are so lucky to have the support of the City of Carlsbad’s Cultural Arts Office to bring this opportunity to our students and our community! I look forward to working together again to bring this beautiful music back next year! Sincerely, Marina Hall DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 II R K If l 3/15/23, 10:21 PM Mail - Lars Hoefs - Outlook https://outlook.live.com/mail/0/inbox/id/AQMkADAwATExADU4Ny00YzQ1LTE1Y2QtMDACLTAwCgBGAAADllfsiUnuuE2VkPOShcyqlAcAEmtk5CWmR…1/3 Re: Thank you Jessica Allen <jallen@carlsbadusd.net> Wed 3/15/2023 11:29 PM To:Lars Hoefs <larshoefs@hotmail.com> Thank you so much for providing us this experience! Hopefully this helps. The recent Villa-Lobos Festival musicians' performance of cello and piano in Latin American chamber music was a great success for the high school music classes. The event was organized to provide a unique and interactive musical experience for the students, while also promoting Latin American culture and music. During the performance, the musicians captivated the students with their exceptional talent, playing a range of classic and contemporary Latin American pieces that showcased the beauty and diversity of the region's music. The students were encouraged to ask questions and engage in discussions with the musicians about the music, Latin American culture, performance, and various other topics. The musicians shared their personal experiences and insights, inspiring the students to pursue their passion for music and culture. The students were also introduced to new musical concepts and techniques, broadening their understanding and appreciation of the art form. Overall, the Villa-Lobos Festival Chamber Music Performance was an exceptional opportunity for the high school music classes to learn, engage, and experience the magic of Latin American chamber music. We hope that this event has sparked a love of music and culture in the students and will continue to inspire them in their future endeavors. Thank you for your support in making this event possible, and we look forward to more such events in the future. On Tue, Mar 14, 2023 at 3:49 PM Lars Hoefs <larshoefs@hotmail.com> wrote: Hi Jessica! Our deadline for our final report is this Friday. Would you be so kind as to send me an email with a brief descripon of our concert, and lisng any posive impact or outcomes with your students? We really appreciate it, thanks so much! Lars From: Jessica Allen <jallen@carlsbadusd.net> Sent: Wednesday, February 8, 2023 7:04 AM To: Lars Hoefs <larshoefs@hotmail.com> Subject: Re: Thank you   Hi Lars, DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 3/15/23, 10:21 PM Mail - Lars Hoefs - Outlook https://outlook.live.com/mail/0/inbox/id/AQMkADAwATExADU4Ny00YzQ1LTE1Y2QtMDACLTAwCgBGAAADllfsiUnuuE2VkPOShcyqlAcAEmtk5CWmR…2/3 I hope I am not too late in sending you any material for the grant! Can you give me a brief overview on what you need me to include? On Thu, Jan 5, 2023 at 10:34 AM Lars Hoefs <larshoefs@hotmail.com> wrote: Great, thank you so much! Get Outlook for Android From: Jessica Allen <jallen@carlsbadusd.net> Sent: Thursday, January 5, 2023 10:27:25 AM To: larshoefs@hotmail.com <larshoefs@hotmail.com> Subject: Thank you   Yes I will send you a paragraph -- Enviado Por Gmail Mobile -- Jessica Allen  760.331.6451 Website Instrumental Music Dept. | Orchestra Director Carlsbad High School   -- Jessica Allen  760.331.6451 Website Instrumental Music Dept. | Orchestra Director Carlsbad High School   DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 3/15/23, 10:21 PM Mail - Lars Hoefs - Outlook https://outlook.live.com/mail/0/inbox/id/AQMkADAwATExADU4Ny00YzQ1LTE1Y2QtMDACLTAwCgBGAAADllfsiUnuuE2VkPOShcyqlAcAEmtk5CWmR…3/3 DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 3/9/23, 9:33 AM Mail - Lars Hoefs - Outlook https://outlook.live.com/mail/0/inbox/id/AQMkADAwATExADU4Ny00YzQ1LTE1Y2QtMDACLTAwCgBGAAADllfsiUnuuE2VkPOShcyqlAcAEmtk5CWmR…1/2 Re: a little help with documentation for our grant report Amanda Boer <aboer@carlsbadusd.net> Wed 3/8/2023 7:58 PM To:Lars Hoefs <larshoefs@hotmail.com> Hi Lars,  Thank you again.  Here is our paragraph and a few pictures/videos. Having Lars Hoefs (insert the correct title here if needed) visit our middle school for performance was a great experience.  Our young orchestra musicians loved hearing the cellist and piano perform together in such an intimate setting.  They asked great questions during and after the performance. Even now, several months later, they often reference the performance while we are preparing performances of our own.  For example, we recently started learning a new song with several movements.  One of our musicians raised her hand and said that she remembered one of the pieces Lars played had multiple movements. The performance opened a world of possibilities for our young orchestra.  Thank you for providing the grant to make this possible.  IMG_9032.MOV IMG_9030.MOV IMG_9029.MOV IMG_9026.HEIC IMG_9025.HEIC IMG_9027.HEIC IMG_9028.HEIC On Tue, Mar 7, 2023 at 1:37 PM Lars Hoefs <larshoefs@hotmail.com> wrote: Hello Amanda! Thank you again for welcoming Aline and me so warmly at your school, and for sharing your orchestral class with us. It was a pleasure to play for them and to speak with them, we were so impressed with their curiosity and enthusiasm, especially the 2 boys who sat in front, and one more who was farther down the side. Anyway, I'm wring you now, to ask if you could please do us a favor - you could please write a simple paragraph or two, basically summarizing what we did at your school, and including any beneficial results with your students (if there were any)? You could just respond to this email with that short text, that would be wonderful. Then, I'll include your text in the final report of our grant which I need to submit to the city of Carlsbad next week. We really appreciate it! DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 [e [e 3/9/23, 9:33 AM Mail - Lars Hoefs - Outlook https://outlook.live.com/mail/0/inbox/id/AQMkADAwATExADU4Ny00YzQ1LTE1Y2QtMDACLTAwCgBGAAADllfsiUnuuE2VkPOShcyqlAcAEmtk5CWmR…2/2 Also, I remember seeing some photos and video clips that you took, if you happen to have them saved somewhere and could send me a link for me to download, that would be great too, but if you don't have them anymore, no worries. Thanks so much! I hope that we can do more next year! Sincerely, Lars Hoefs Villa-Lobos Internaonal Chamber Music Fesval -- Amanda Boer Band and Orchestra Director Valley Middle School Carlsbad, CA www.donorschoose.org/Mrs.Boer TeachersPayTeachers Class Fund www.facebook.com/vmsvapa www.Bit.ly/VMSBand-Orchestra Instagram: @vmsbandorch DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 3/14/23, 7:49 PM Mail - Lars Hoefs - Outlook https://outlook.live.com/mail/0/id/AQMkADAwATExADU4Ny00YzQ1LTE1Y2QtMDACLTAwCgBGAAADllfsiUnuuE2VkPOShcyqlAcAEmtk5CWmR0aEr7…1/1 Paragraph and Pictures Jessie Bullock <jbullock@carlsbadusd.net> Tue 1/10/2023 10:05 PM To:larshoefs@hotmail.com <larshoefs@hotmail.com> Hi Lars! Thank you so much for coming today! Here's the paragraph you asked for: Lars and Aline came to Calavera Hills Middle School and visited our Orchestra class on Tuesday, January 10. They played several chamber music pieces by composers from Latin America. Students were able to ask several questions about the music and the rehearsal and practicing process. The students will also get to see Lars later in the week in concert at Carlsbad High School. Here's the photos I took: https://drive.google.com/file/d/1dHOP4BZyhb4_-F36-U9pFaJp-80dyfzI/view?usp=share_link https://drive.google.com/file/d/1EDNSzcFv0QcCJ1bJE8Dw87rpiMuiyjj7/view?usp=share_link It was so great to get to hear you talk about your music, experience, and your process with the students. I really appreciate you being able to come in and share with us. Sincerely, Jessie Bullock ASB Director Band Director Choir Director Orchestra Director Calavera Hills Middle School DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 ----------------------------------------------- --------------------------------. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601--'--Llty OI Carlsbad Cultura l Arts Join us for an evening of stunningly passionate and energetic music by Brazilian composers! Carlsbad is Incredibly_ fortunate to hear these intricate works performed by talented mus icians Lars Hoefs, Rose Chen, and Karl Pasch. Free admission! High School Cult est 008 3/16/23, 8:33 PM Mail - Lars Hoefs - Outlook https://outlook.live.com/mail/0/inbox/id/AQMkADAwATExADU4Ny00YzQ1LTE1Y2QtMDACLTAwCgBGAAADllfsiUnuuE2VkPOShcyqlAcAEmtk5CWmR…1/1 Grateful for you Music experience Dolkas, Jennifer <jdolkas@health.ucsd.edu> Thu 3/16/2023 11:27 PM To:larshoefs@hotmail.com <larshoefs@hotmail.com> Hello Lars, I wanted to take a minute to thank you and the other musicians for taking time to come and meet, teach  and play for our children. Coming to the school before your performance was such a wonderful opportunity for the kids to get to know you and have a more intimate learning experience. You could tell that the kids were very excited to go to the concert and see you perform after getting to know you and learning about the music in advance. This was very inspiring for these young musicians. We hope there will be more of this to come in the future. I hope we can include Sage Creek high school next time as one of my children will be there next year and I would hate for him to miss this opportunity!  Many thanks! Jenny Dolkas Mother of Charlie Southerland ( cellist) And Forest Southerland ( violinist)  DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 Villa-Lobos International Chamber Music Festival, Inc. Fiscal Year 2023-2024 Community Arts Grants 3 $Notes $Notes Admissions Gifts/Merchandise/ Concessions Advertising Other Subtotal Earned Income $0 Subtotal Earned Income $0 $Notes $Notes Private Individual Public Support Applicant Cash CAG Request Amount $7,500 Amount requested through FY 2023-24 Community Arts Grants Other Other Subtotal Unearned Income $7,500 Subtotal Unearned Income $0 $7,500 $0 Cash Notes Cash Notes Project Staff (non-artist) Project Artist(s) or Arts Instructor(s)$5,950 Concert fees for performing musicians. 17 musician fees ($350 per musician per concert) Educational Materials/Printing $50 printing of concert posters Costumes/Props Sets Supplies $300 Musical instrument supplies - strings and rosin Licensing/Royalties Rentals (space and/or other) Transportation $325 Gas for local transportation for musicians around Carlsbad Food & Beverage PROJECTED - APPLICATION ACTUALS - FINAL REPORT INCOME TOTALS PROJECTED - APPLICATION ACTUALS - FINAL REPORT PROJECT INCOME Ea rn e d I n c o m e Un e a r n e d I n c o m e PROJECT EXPENSES DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 L I L Villa-Lobos International Chamber Music Festival, Inc. Fiscal Year 2023-2024 Community Arts Grants 3 Marketing/Promotion/ Publicity $350 web design for promotion and publicity of concerts Fiscal Agency Fee Other $250 Recording engineer - editing, mixing and mastering of concert recordings Other $275 Sheet music purchase of musical scores Other $7,500 $0 Value Notes Value Notes air travel from Brazil $2,400 Roundtrip flights Sao Paulo-San Diego for pianist Aline Alves and cellist Lars Hoefs, covered by the Villa-Lobos International Chamber Music Festival cello loan $600 Loan of Grancino/Testore cello from Michael Fischer Violin Shop air travel from New Mexico $500 Roundtrip flight Albuquerque-San Diego for violinist Carmelo de los Santos housing for musicians $2,800 Room and board for 1 week for pianist Aline Alves and violinist Carmelo de los Santos, provided by the Villa-Lobos International Chamber Music Festival Masterclasses for strings and piano $1,000 4 teaching artists giving masterclasses (violin, viola, cello, piano) for Carlsbad students. $250 per artist $7,300 $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. Round all budget figures to the nearest whole dollar. EXPENSES TOTALS IN-KIND TOTALS PROJECTED - APPLICATION 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. DocuSign Envelope ID: 2A4C4E32-A9E7-423B-AD7A-33469E9C3601 L