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Home My WebLink AboutVilla-Lobos International Chamber Music Festival Inc; 2024-08-01; PSALCA-24071CA1 PSALCA-24071CA FISCAL YEAR 2024-25 GRANT AGREEMENT FOR Villa-Lobos International Chamber Music Festival Inc. This agreement is made on the ____ day of ____________, 2024, 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 Fiscal Year 2024-25 Community Arts Grants Program in an amount not to exceed six thousand dollars ($6,000.00) (“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 Sept. 3, 2025. 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 2024-25 Community Arts Grants Guidelines, all grant funds are eligible to be used from Sept. 3, 2024 through Sept. 3, 2025. Any extension of fund use must be requested in writing at least 30 days prior to the end of the Agreement or sooner to allow time for written amendment and approval in writing by City. Extension of Community Arts Grants 2024-25 funds may render that organization ineligible to apply for or receive additional funds as part of the subsequent Community Arts Grants Fiscal Year 2025-26 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 2024-25 Community Arts Grants Guidelines, in the section titled Eligible and Ineligible Costs, attached hereto as Exhibit “A.” 3.CONDITIONS OF FUNDING AND DISBURSEMENT. City shall have no obligation to provide the Grant proceeds or to make any subsequent disbursement of Grant proceeds, and may seek reimbursement of Grant proceeds, if any of the following requirements are not fully satisfied: a.Grantee 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 Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD August1st 2 PSALCA-24071CA 2024-25 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 Scope of Grant consistent with the Fiscal Year 2024-25 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 cause for return of Grant funds if, in the judgement of the City, such failure was due to no fault of the Grantee. In such case, any amount required to settle, at minimum cost, any irrevocable obligations properly incurred shall be eligible to be paid by Grant funds. However, if, due to a local health order, Grantee is unable to complete all events or requirements of the Scope of Grant, 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 2024-25 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, Oct. 3, 2025, whichever is Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD 3 PSALCA-24071CA earlier. c. Noncompliance: 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. 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 2024-25 Community Arts Grants Guidelines as defined in Exhibit “A.” 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 Grantee’s budget: income, expenses, or line-item designations, 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 Oct. 3, 2025. Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD 4 PSALCA-24071CA 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 City of Carlsbad Music Festival Inc. Library & Cultural Arts Director Suzanne Smithson Attn: Lars Hoefs 1775 Dove Lane 4814 Terracina St. Carlsbad, CA 92011 Oceanside, CA 92056 suzanne.smithson@carlsbadca.gov Email: larshoefs@hotmail.com 13. INDEMNIFICATION. Grantee hereby agrees to defend, indemnify, and hold free and harmless the City, its officers, officials, employees and volunteers from and against any and all claims, damages, losses, costs (including but not limited to attorney's fees) and liabilities of any kind arising directly or indirectly out of, or related in any way whatsoever to the provision of Grant proceeds. 14. NO PARTNERSHIP OR JOINT VENTURE. The relationship between City and Grantee is solely that of Grantor and Grantee. Under no circumstances shall City and Grantee be deemed to be partners or involved in a joint venture. 15. MODIFICATIONS. This Agreement may not be modified or amended except by written document duly executed by an 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 and 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 to seek advice of counsel is the sole responsibility of Grantee. The Parties negotiated this Agreement with the opportunity to receive the aid of counsel and, accordingly, intend this Agreement to be construed fairly, according to its terms, in plain English, without constructive presumptions against the drafting Party. Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD 5 PSALCA-24071CA 1. SIGNING AUTHORITY. The representative for each Party signing on behalf of a corporation, partnership, joint venture or governmental entity hereby declares that authority has been obtained to sign on behalf of the corporation, partnership, joint venture, or entity and agrees to hold the other Party or Parties hereto harmless if it is later determined that such authority does not exist. GRANTEE CITY OF CARLSBAD, a municipal corporation of the State of California *By: By: (1st signature here) SUZANNE SMITHSON Library & Cultural Arts Director As authorized by the City Manager LARS HOEFS, Chief Executive Officer (Print name/Title) larshoefs@hotmail.com (Email address) ATTEST: (Date) **By: (2nd signature here) For SHERRY FREISINGER City Clerk EUGENE HOEFS, Secretary (Print name/Title) erhoefs.hoefs01@gmail.com (Email address) (Date) If required by City, proper notary acknowledgment of execution by contractor must be attached. If a Corporation, Agreement must be signed by one corporate officer from each of the following two groups. *Group A. **Group B. Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: For CINDIE K. McMAHON, City Attorney By: ____________________________ Deputy City Attorney Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD 7/29/2024 7/30/2024 6 PSALCA-24071CA EXHIBIT “A” SCOPE OF GRANT Arts Commission met and approved the grant awards on May 2, 2024, indicating funding is in accordance Final 2024-25 Funding Plan. Grant Support Documents Required x Fiscal Year 2024-25 Community Arts Grants Guidelines x Completed Community Arts Grants 2024-25 Application Optional, As Needed x Community Arts Grants 2024-25 – Project Budget Information x Community Arts Grants 2024-25 – Revised Project Form x Community Arts Grants 2024-25 – Revised Project Budget Information Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 1 Villa-Lobos International Chamber Music Festival, Carlsbad Residency Fiscal Year 2024-25: 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: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: 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, 2024 Applicants may only submit one application per funding cycle and cannot apply to multiple categories Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 3 PPast 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) Villa-Lobos International Chamber Music Festival Inc Organization Website http://villalobosinternational.com/ Organization Mission Statement: Please provide your organization's mission statement. If you have a GuideStar profile, you may copy and paste your organization's GuideStar mission statement or provide another version here. If you are an individual artist, use this section to give us an idea of your mission/vision as an artist. The performance and education about Latin American chamber music through an annual January festival in Southern California, as well as recordings and tours. Our organization puts on chamber music concerts of music by composers from Brazil and other Latin American countries, involving world class musicians from Brazil, California, and abroad. We also visit elementary, middle and high schools to perform in classrooms and auditoriums and dialogue with students about Latin American music, culture, and many different topics. 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: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: 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 PProject 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. Our residency in Carlsbad will continue the work that we've done in the last 3 years: world class musicians performing Latin American chamber music for Carlsbad students in classroom visits and large auditorium concerts. Our organization is the only annual festival in the USA dedicated to the performance and education of Latin American classical chamber music. We have been doing an annual festival since 2015 with activities in Los Angeles, Riverside, Encinitas, San Diego, and Coronado, and since 2021-2022 we have had a presence in Carlsbad schools with an annual residency. Continuing our Carlsbad model, in collaboration with Carlsbad orchestra and band teachers, our musicians will spend a few days visiting middle and high school classrooms to perform for and dialogue with the Carlsbad students. Also, a final day will consist of two concerts in the large auditorium of Carlsbad High School Cultural Arts Center - the 11am concert will be for around 350 students from Carlsbad middle and high schools, and the evening concert open to the general public with free admission. For all of these performances, we present world class musicians of the highest quality performing underrepresented but beautiful and exciting music by composers from Brazil, Mexico, Argentina, and other Latin American nations. The musical performances and discussions between musicians and students allows for personal growth and cultural discovery for the participating Carlsbad students. Project Start Date:* Please note that project start date must be on or after September 3, 2024. 01/01/2025 Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 5 PProject End Date:* Please note that the project end date must be on or before September 3, 2025. 02/17/2025 Project Details: Please provide additional details for the project such as additional dates, times and location(s) for all project events for marketing, communications and/or possible future site visits. The classroom performances will be by Brazilian pianist Aline Alves and Villa-Lobos artistic director and cellist Lars Hoefs (Sao Paulo University Prof.). Alves and Hoefs will spend a few days visiting orchestra and band classrooms at Carlsbad middle and high schools to perform Latin American chamber music and dialogue and discuss various topics with the students. The concerts in the large auditorium will include a string quartet as well as a soprano, performing larger scale Latin American chamber works by composers from Brazil, Mexico, and Argentina. The performing musicians are of the highest caliber, representing world class artistic quality. All activities will occur in January 2025. 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.) 25 Audience:* Total number of expected audience attendance for this project. 500 Previous Project Success: If your organization has completed a similar project, please provide details of the project and why it was successful. We have completed 3 projects very similar to the proposed project, in the last 3 years. For each of the 3 previous projects, we worked closely with orchestra and band teachers from Carlsbad middle and high schools to coordinate our musicians visits to Carlsbad classrooms for performances and discussions, as well as large assembly concerts for audiences of around 350 schoolkids. For all 3 years, we were able to bring world class musicians up close to Carlsbad schoolkids and expose them to underrepresented Latin American chamber music. The kids always responded with great enthusiasm and curiosity, and the topics of discussion generated in those visits were always interesting and revelatory. We included a few letters from teachers and Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 6 parents in our uploaded supporting materials, as well as lots of photos and short video clips from the classroom visits and large assembly concerts that happened in January 2024. It's no exaggeration to say that our organization is met with greater excitement and appreciation each year that we return to Carlsbad schools, and we hope to be able to build on growing collaboration between Villa-Lobos International and Carlsbad's school district. PProject Distinction: What makes this project distinctive? Our project is distinct in that it brings world class chamber musicians up close to Carlsbad students in classrooms, giving the students the chance to hear and see them perform in intimate settings as well as ask questions and discuss a number of topics with them. Another distinctive element of this project and indeed all the projects of our organization is the focus on chamber music by Latin American composers. While much classical and chamber music is performed and brought to schools throughout the USA, ours is the only organization that produces an annual festival dedicated to Latin American chamber music. We include excellent musicians from Brazil and abroad, and our artistic director is a leading specialist on the music of Brazilian composer Villa-Lobos. We also commission and premiere new chamber works by contemporary Latin American composers. A third element that makes this project distinctive is its recurrence - by returning each January to visit and perform for and dialogue with the same schoolkids at Carlsbad middle and high school, each year those students are better versed in the various subjects we discuss and more enthusiastic, bold, and curious. A final distinctive element of our project is the wonderful collaboration that we enjoy with Marina Hall and the Carlsbad teachers, they make it all possible and do a wonderful job! Project Goals: What are the goals (outputs and/or outcomes) of the project? How will you measure your goals? Our goals for this project are consistent with the goals of the previous 3 projects that we've done in Carlsbad in the last 3 years: to educate Carlsbad schoolkids about classical chamber music performing and listening in general and Latin American chamber music repertoire in particular; to expand an ever widening audience for the beautiful and exciting chamber music from Brazil, Mexico, Argentina, and other Latin American nations; to bring phenomenal world class musicians up close with Carlsbad students; to open the minds of Carlsbad students and encourage dialogue and discussion on diverse topics starting with music but covering unlimited and unexpected ground; to enrichen and enliven the Carlsbad community by bringing fascinating and diverse musicians and music to Carlsbad schools. We will measure the effectiveness of reaching our goals by speaking with those involved - with students, teachers, parents, musicians, and staff. Judging from the commentaries, testimonies and responses of them, we are able to gauge the success or failure of reaching our goals. Target Population: Who is your target population and why? How will you reach them? For the numerous classroom visits in Valley Middle School, Calavera Middle School, Aviara Oaks Middle School, and Sage Creek High School, the targe population is indeed the students already enrolled in the classes that we visit and perform for and speak with. For the daytime large assembly concert at Carlsbad High School Cultural Arts Center auditorium, the audience will be around 350 of the students from the abovementioned schools. Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 7 For the final evening concert also at the large auditorium, the target population is the general population of Carlsbad. Marina Hall has been refining and improving her email lists for this concert, and we'll coordinate with other people in the Carlsbad community to get the word out about this free admission concert that is open to the general public. We'll have artwork and flyers make up to spread around on social media and email lists to reach as many potential audience members as possible in the Carlsbad area. PProject Partnerships: If applicable, please provide names and brief descriptions of roles for any partners in this project. This would include any organizations, artists or individuals involved in your project that are not employed or affiliated with the applying organization. Marina Hall, orchestra teacher at Aviara Oaks Middle School, has been our principal partner for the last 3 years that we've done outreach activities in Carlsbad schools. Together with orchestra and band teachers Amanda Boer (Valley Middle), Jessie Bullock (Calavera Hills Middle), and Juliana Quinones (Sage Creek High School), Marina Hall has organized classroom visits for our musicians to perform for and discuss with the students, and she also organized a large assembly concert for 350 students as well as an evening free concert for the general public. We plan to continue with this model for our January 2025 residency. Please find Marina Hall's letter uploaded in "additional materials." 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.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 has been slowly growing from its humble beginnings. In addition to putting on our annual festival every January in Southern California with an important residency in Carlsbad, we have slowly taken on more tasks and projects throughout the year as well. Our artistic director and musicians have been busy recording music albums for release on digital platforms - in fact our organization released 4 new albums in 2023, and we anticipate releasing 3 more albums in 2024. All of these albums can be listened to and enjoyed for free on streaming platforms like spotify, apple music, youtube music, etc. We have also started to try and fundraise, and with a modest start we will host at least 2 fundraising concerts in 2024. But we still rely heavily on the support from city grants like the Carlsbad Cultural Arts, and we are extremely grateful when awarded grant money to be able to realize our projects. One aspect of our most recent Carlsbad residency that didn't work out as we hoped was the addition of masterclasses for Carlsbad students of violin, cello, piano, and clarinet. We offered masterclasses in January, but only one student signed up. After discussing this with Marina Hall, we realized that the term 'masterclass' was probably too daunting and intimidating for middle and high school students, so for the next residency we'll offer workshops or group lessons, and hopefully get a more forthcoming response from young Carlsbad music students. Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 8 PProject 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. Materials Upload (OPTIONAL, but recommended): Please upload any marketing materials, images and/or files that would provide more information about your project. 2024 Jan. Letters of support and photos and video clips Villa-Lobos.pdf 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. 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.) Hall letter future collaboration and evening concert poster.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, oor Assistant Secretary, Vice-President CFO oor 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. Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 9 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 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 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 $20,900.00 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. * PLEASE Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 10 USE COMMUNITY ARTS GRANT BUDGET FORM ONLY. Budget forms are available on the Cultural Arts Community Arts Grants webpage. Please contact the Cultural Arts Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Villa-Lobos Budget 2024-25.pdf OOrganizational Budget:* Please upload a current organizational budget. Organizational Budget.pdf Letter of Determination: If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination. IRS letter of determination.pdf Audited Financials:* Please upload your organization's most recent completed short form 990s. 2023_990N Acceptance.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 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 Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 11 DDate of Application Submission:* 03/18/2024 Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD Lars Hoefs Villa-Lobos International Chamber Music Festival Inc Printed On: 21 March 2024 Fiscal Year 2024-25: Arts Projects for Arts Organizations 12 File Attachment Summary Applicant File Uploads • Partner Resumes.pdf • 2024 Jan. Letters of support and photos and video clips Villa-Lobos.pdf • Hall letter future collaboration and evening concert poster.pdf • Villa-Lobos Budget 2024-25.pdf • Organizational Budget.pdf • IRS letter of determination.pdf • 2023_990N Acceptance.pdf • Board Roster.pdf Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD sŝůůĂͲ>ŽďŽƐ/ŶƚĞƌŶĂƚŝŽŶĂůŚĂŵďĞƌDƵƐŝĐ&ĞƐƚŝǀĂů͕/ŶĐ͘ &ŝƐĐĂůzĞĂƌϮϬϮϰͲϮϬϮϱŽŵŵƵŶŝƚǇƌƚƐ'ƌĂŶƚƐ ϯ Ψ EŽƚĞƐ Ψ EŽƚĞƐ ĚŵŝƐƐŝŽŶƐ 'ŝĨƚƐͬDĞƌĐŚĂŶĚŝƐĞͬ ŽŶĐĞƐƐŝŽŶƐ ĚǀĞƌƚŝƐŝŶŐ KƚŚĞƌ ^ƵďƚŽƚĂůĂƌŶĞĚ/ŶĐŽŵĞ ΨϬ ^ƵďƚŽƚĂůĂƌŶĞĚ/ŶĐŽŵĞ ΨϬ Ψ EŽƚĞƐ Ψ EŽƚĞƐ WƌŝǀĂƚĞ /ŶĚŝǀŝĚƵĂů WƵďůŝĐ^ƵƉƉŽƌƚ ƉƉůŝĐĂŶƚĂƐŚ 'ZĞƋƵĞƐƚŵŽƵŶƚ Ψϳ͕ϱϬϬ ŵŽƵŶƚƌĞƋƵĞƐƚĞĚƚŚƌŽƵŐŚ&zϮϬϮϯͲϮϰŽŵŵƵŶŝƚǇƌƚƐ'ƌĂŶƚƐ KƚŚĞƌ KƚŚĞƌ ^ƵďƚŽƚĂůhŶĞĂƌŶĞĚ/ŶĐŽŵĞ Ψϳ͕ϱϬϬ ^ƵďƚŽƚĂůhŶĞĂƌŶĞĚ/ŶĐŽŵĞ ΨϬ Ψϳ͕ϱϬϬ ΨϬ/EKDdKd>^ WZK:dͲWW>/d/KE dh>^Ͳ&/E>ZWKZd WZK:d/EKD Ă ƌ Ŷ Ğ Ě / Ŷ Đ Ž ŵ Ğ hŶ Ğ Ă ƌ Ŷ Ğ Ě / Ŷ Đ Ž ŵ Ğ Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD ~-----------------.....,.._-.....-------------L _____ -----+ ______ ------I_---+--______ _____ sŝůůĂͲ>ŽďŽƐ/ŶƚĞƌŶĂƚŝŽŶĂůŚĂŵďĞƌDƵƐŝĐ&ĞƐƚŝǀĂů͕/ŶĐ͘ &ŝƐĐĂůzĞĂƌϮϬϮϰͲϮϬϮϱŽŵŵƵŶŝƚǇƌƚƐ'ƌĂŶƚƐ ϯ ĂƐŚ EŽƚĞƐ ĂƐŚ EŽƚĞƐ WƌŽũĞĐƚ^ƚĂĨĨ;ŶŽŶͲĂƌƚŝƐƚͿ WƌŽũĞĐƚƌƚŝƐƚ;ƐͿŽƌƌƚƐ /ŶƐƚƌƵĐƚŽƌ;ƐͿ Ψϱ͕ϲϲϬ ϭϬƌĞŐƵůĂƌĐŽŶĐĞƌƚĨĞĞƐ;ΨϯϱϬƉĞƌŵƵƐŝĐŝĂŶƉĞƌĐŽŶĐĞƌƚͿ͕ϭϮ ĐůĂƐƐƌŽŽŵĐŽŶĐĞƌƚĨĞĞƐĨŽƌŵƵƐŝĐŝĂŶƐ;ΨϭϴϬƉĞƌŵƵƐŝĐŝĂŶƉĞƌ ĐůĂƐƐƌŽŽŵƉĞƌĨŽƌŵĂŶĐĞͿ ĚƵĐĂƚŝŽŶĂůDĂƚĞƌŝĂůƐͬWƌŝŶƚŝŶŐ ΨϴϬ WƌŝŶƚŝŶŐŽĨƉŽƐƚĞƌƐĨŽƌŵĂƌŬĞƚŝŶŐͬĂĚǀĞƌƚŝƐŝŶŐŽĨĐŽŶĐĞƌƚƐ ŽƐƚƵŵĞƐͬWƌŽƉƐ ^ĞƚƐ ^ƵƉƉůŝĞƐ ΨϯϬϬ DƵƐŝĐĂůŝŶƐƚƌƵŵĞŶƚƐƵƉƉůŝĞƐͲƐƚƌŝŶŐƐĂŶĚƌŽƐŝŶ >ŝĐĞŶƐŝŶŐͬZŽǇĂůƚŝĞƐ ZĞŶƚĂůƐ;ƐƉĂĐĞĂŶĚͬŽƌŽƚŚĞƌͿ dƌĂŶƐƉŽƌƚĂƚŝŽŶ ΨϯϮϱ 'ĂƐĨŽƌůŽĐĂůƚƌĂŶƐƉŽƌƚĂƚŝŽŶĨŽƌŵƵƐŝĐŝĂŶƐĂƌŽƵŶĚĂƌůƐďĂĚ &ŽŽĚΘĞǀĞƌĂŐĞ DĂƌŬĞƚŝŶŐͬWƌŽŵŽƚŝŽŶͬ WƵďůŝĐŝƚǇ ΨϯϱϬ ǁĞďĚĞƐŝŐŶĨŽƌƉƌŽŵŽƚŝŽŶĂŶĚƉƵďůŝĐŝƚǇŽĨĐŽŶĐĞƌƚƐ &ŝƐĐĂůŐĞŶĐǇ&ĞĞ KƚŚĞƌ ΨϮϱϬ ZĞĐŽƌĚŝŶŐĞŶŐŝŶĞĞƌͲĞĚŝƚŝŶŐ͕ŵŝǆŝŶŐĂŶĚŵĂƐƚĞƌŝŶŐŽĨĐŽŶĐĞƌƚ ƌĞĐŽƌĚŝŶŐƐ KƚŚĞƌ ΨϰϬϬ ^ŚĞĞƚŵƵƐŝĐƉƵƌĐŚĂƐĞŽĨ>ĂƚŝŶŵĞƌŝĐĂŶĐŚĂŵďĞƌŵƵƐŝĐƐĐŽƌĞƐ KƚŚĞƌ Ψϭϯϱ ƉŝĂŶŽƚƵŶŝŶŐĨŽƌƌĞŚĞĂƌƐĂůƐ WZK:dͲWW>/d/KE dh>^Ͳ&/E>ZWKZd WZK:dyWE^^ Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD L sŝůůĂͲ>ŽďŽƐ/ŶƚĞƌŶĂƚŝŽŶĂůŚĂŵďĞƌDƵƐŝĐ&ĞƐƚŝǀĂů͕/ŶĐ͘ &ŝƐĐĂůzĞĂƌϮϬϮϰͲϮϬϮϱŽŵŵƵŶŝƚǇƌƚƐ'ƌĂŶƚƐ ϯ Ψϳ͕ϱϬϬ ΨϬ sĂůƵĞ EŽƚĞƐ sĂůƵĞ EŽƚĞƐ ĂŝƌƚƌĂǀĞůĨƌŽŵƌĂǌŝů Ψϰ͕ϮϬϬ ZŽƵŶĚƚƌŝƉĨůŝŐŚƚƐ^ĂŽWĂƵůŽͲ^ĂŶŝĞŐŽĨŽƌƉŝĂŶŝƐƚůŝŶĞůǀĞƐ͕ ĐĞůůŝƐƚ>ĂƌƐ,ŽĞĨƐ͕ǀŝŽůŝŶŝƐƚͬƌĞĐŽƌĚŝŶŐĞŶŐŝŶĞĞƌĚƵĂƌĚŽ ^ĞŵĞŶĐŝŽ ĐĞůůŽůŽĂŶ ΨϲϬϬ >ŽĂŶŽĨ'ƌĂŶĐŝŶŽͬdĞƐƚŽƌĞĐĞůůŽĨƌŽŵDŝĐŚĂĞů&ŝƐĐŚĞƌsŝŽůŝŶ ^ŚŽƉ ĂŝƌƚƌĂǀĞůĨƌŽŵŚŝĐĂŐŽ ΨϱϬϬ ZŽƵŶĚƚƌŝƉĨůŝŐŚƚŚŝĐĂŐŽͲ^ĂŶŝĞŐŽĨŽƌǀŝŽůŝŶŝƐƚ:ĂƐŵŝŶĞ>ŝŶ ŚŽƵƐŝŶŐĨŽƌŵƵƐŝĐŝĂŶƐ Ψϱ͕ϲϬϬ ZŽŽŵĂŶĚďŽĂƌĚĨŽƌϭǁĞĞŬĨŽƌϰŐƵĞƐƚŵƵƐŝĐŝĂŶƐ͗ůŝŶĞůǀĞƐ͕ :ĂƐŵŝŶĞ>ŝŶ͕ĚƵĂƌĚŽ^ĞŵĞŶĐŝŽ͕<ĂƌŽůŝŶĞDĞŶĞǌĞƐ tŽƌŬƐŚŽƉƐĂŶĚŐƌŽƵƉůĞƐƐŽŶƐ ĨŽƌĂƌůƐďĂĚŵƵƐŝĐƐƚƵĚĞŶƚƐ Ψϭ͕ϱϬϬ ϱsŝůůĂͲ>ŽďŽƐĂƌƚŝƐƚƐŐŝǀŝŶŐǁŽƌŬƐŚŽƉƐĂŶĚŐƌŽƵƉůĞƐƐŽŶƐ;ǀŝŽůŝŶ͕ ǀŝŽůĂ͕ĐĞůůŽ͕ĐůĂƌŝŶĞƚ͕ƉŝĂŶŽͿĨŽƌĂƌůƐďĂĚƐƚƵĚĞŶƚƐ͘ΨϯϬϬƉĞƌ ĂƌƚŝƐƚ ŽŵŵŝƐƐŝŽŶŽĨŶĞǁĐŚĂŵďĞƌ ŵƵƐŝĐƉŝĞĐĞƐ Ψϭ͕ϬϬϬ dŚĞĐŽŵŵŝƐƐŝŽŶŽĨϮŶĞǁǁŽƌŬƐďǇƌĂǌŝůŝĂŶĐŽŵƉŽƐĞƌƐ ǁƌŝƚƚĞŶĞƐƉĞĐŝĂůůǇĨŽƌŽƵƌĨĞƐƚŝǀĂů Ψϭϯ͕ϰϬϬ ΨϬ ƵĚŐĞƚ/ŶƐƚƌƵĐƚŝŽŶƐ͗ ŶƚĞƌĂΖϬΖŝŶĂŶǇĐĞůůƐƚŚĂƚǇŽƵĚŽŶΖƚŚĂǀĞĂŶĂŵŽƵŶƚƚŽĂĚĚ͘ WůĞĂƐĞŐŝǀĞĚĞƚĂŝůĞĚĚĞƐĐƌŝƉƚŝŽŶƐĨŽƌĞĂĐŚůŝŶĞŝƚĞŵŝŶƚŚĞŶŽƚĞƐĐŽůƵŵŶ͘&ŽƌĞǆĂŵƉůĞ͕ŝĨǇŽƵƌƚŽƚĂůĂĚŵŝƐƐŝŽŶƐŝƐΨϭ͕ϬϬϬ͕ĞŶƚĞƌΗϰƐŚŽǁƐ͕ϱϬĂƚƚĞŶĚĞĞƐ͕ΨϱĞĂĐŚ͘Η WůĞĂƐĞŝŶƐĞƌƚǇŽƵƌŽƌŐĂŶŝǌĂƚŝŽŶŶĂŵĞŝŶƚŚĞƚŽƉƌŝŐŚƚŚĞĂĚĞƌ͘ ZŽƵŶĚĂůůďƵĚŐĞƚĨŝŐƵƌĞƐƚŽƚŚĞŶĞĂƌĞƐƚǁŚŽůĞĚŽůůĂƌ͘ yWE^^dKd>^ /EͲ</EdKd>^ WZK:dͲWW>/d/KE dh>^Ͳ&/E>ZWKZd /EͲ</E^hWWKZd &ŽƌĂƉƉůŝĐĂƚŝŽŶ͕ĨŝůůŽƵƚŽŶůǇŐƌĞĞŶ͘&ŽƌĨŝŶĂůƌĞƉŽƌƚ͕ĨŝůůŝŶďůƵĞ͘ zŽƵǁŝůůŽŶůǇďĞĂďůĞƚŽĨŝůůŽƵƚƚŚĞĐĞůůƐŚŝŐŚůŝŐŚƚĞĚŝŶŐƌĞĞŶŽƌďůƵĞ͘ dŚĞĂƉƉůŝĐĂƚŝŽŶƉƌŽũĞĐƚďƵĚŐĞƚŵƵƐƚďĂůĂŶĐĞ͘dŽƚĂůŝŶĐŽŵĞŵƵƐƚĞƋƵĂůƚŽƚĂůĞǆƉĞŶƐĞƐ͘&ŝŶĂůZĞƉŽƌƚŵĂǇĚ Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD L Villa-Lobos International Chamber Music Festival Non-Profit Foundation Board Roster President/Director: Lars Hoefs Professor of cello and music history, Sao Paulo State University, Campinas (Brazil) Secretary: Eugene V. Hoefs Retired Chemist, Appleton Papers Inc, Miami Wabash Paper, NUCoat Inc., TROY Group etc. Member: Thereza Verboon, CEO of Construction Data Systems Member: Greg Castelnuovo-Tedesco Financial Advisor at Western International Securities Member: Katie Magrino Psychotherapist, private practice in the greater Chicago area Member: Joon Sung Jun Professor of cello at California State University Long Beach, founder of Amici Concert Artists Docusign Envelope ID: 9E5A697D-D960-41F3-A761-871374014CAD