HomeMy WebLinkAboutOpera4Kids; 2024-08-06; PSALCA-24060CA1
PSALCA-24060CA
FISCAL YEAR 2024-25 GRANT AGREEMENT FOR
Opera4Kids
This agreement is made on the ____ day of ____________, 2024, by Opera4Kids (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: Musical Merry-go-round: Empowering Young Minds Through Opera
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
2024-25 Community Arts Grants Guidelines.
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
August6th
2
PSALCA-24060CA
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
earlier.
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
3
PSALCA-24060CA
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: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
4
PSALCA-24060CA
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:
Opera4Kids City of Carlsbad
Attn: Bernardo Bermudez Library & Cultural Arts Director Suzanne Smithson
1413 Calle Marbella 1775 Dove Lane
Oceanside, CA 92056 Carlsbad, CA 92011
Email: info@opera4Kids.com suzanne.smithson@carlsbadca.gov
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: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
5
PSALCA-24060CA
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
VICTORIA ROBERTSON, Chief Executive Officer
(Print name/Title)
victoria@opera4kids.com
(Email address)
ATTEST:
(Date)
**By:
(2nd signature here)
For SHERRY FREISINGER
City Clerk
BERNARDO BERMUDEZ, Chief Financial Officer
(Print name/Title)
bernardo@opera4kids.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: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
8/4/2024
8/4/2024
6
PSALCA-24060CA
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: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
(
(
Bernardo Bermudez Opera4Kids
Musical Merry-go -round: Empowering Young Minds
Through Opera
Fiscal Year 2024-25: Arts Projects for Arts
Organizations
Opera4Kids
Bernardo Bermudez
1413 Calle Marbella
Oceanside, CA 92056
info@opera4Kids.com
0: 949-922 -8083
Bernardo Bermudez
1413 Calle Marbella
Oceanside, CA 92056
Printed On: 19 March 2024
info@opera4kids.com
0: 949-922-8083
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 1
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Bernardo Bermudez Opera4Kids
Application Fo rm
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)
Yes
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 Jong)
Written Tutorial
*If applicable, please note that some data from the applying organization's GuldeStar profile may be pre-
populated (copied) into the corresponding GuideStar questions on this application form. You may do so by clicking
on the "Copy GuldeStar" 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
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 2
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
(
(
Bernardo Bermudez Opera4Kids
• 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.
Musical Merry-go-round: Empowering Young Minds Through Opera
Project Summary:*
Pl ease provide us with a brief su mm ary of your project.
"Musical Merry Go Round: Empowe ring Young Minds Through Opera" is a multifaceted project addressing
the critical need fo r children's music education and enhancing their exposure to professional performances in
Carlsbad. With a specific fo cus on classical music programs, including tailored performance for young
audiences such as "The Enchanted Tail", "The Bear and The Pear Tree" and "Th e Magical Music Chest",This
four (4) performance initiative aims to enrich children's cultural experiences and academic development
while providing local kids with performance opportunities. By providing a simulcast digital broadcast and
additional curricular materials that include an in site musical art activity, the project seeks to reach diverse
communities and promote inclusivity across socio-economic backgrounds. Moreover, "Musical Merry Go
Round" will create employment opportunities for established and emerging artists, fostering collaborations
with non-profit partners who share similar missions. Ultimately, the project strives to make a positive impact
on children's lives, including those facing physical and mental challenges, by offering enriching musical
experiences, educational opportunities, and performance platforms.
Project Start Date:*
Please note that project start date must be on or after September 3, 2024.
10/01/2024
Project End Date:*
Please note that the project end date must be on or before September 3, 2025.
08/31/2025
Project Deta ils:
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.
Four of the project's planned performances will be done at the Carlsbad City library located on 1775 Dove
Lane, Carlsbad CA 92011 at the Ruby G. Shulman Auditorium, 215 seats capacity, pending availability after
renovation or at the Gowland Meeting room Capacity 6 7 seat capacity pending dates and availability.
An alternative venue of the project's planned performance can be done at the Georgia Cole Library at 1250
Carlsbad Village Drive,-Carlsbad CA 92008 in the Community Room with a 75 seat capacity, pending dates and
availability. Since our programing is highly adaptable we can potentially be outside at a park as well.
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 4
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Bernardo Bermudez Opera4Kids
• Applicants may only submit one application per funding cycle and cannot apply to multiple categories
Past Funding*
Has your organization received funding from the City of Carlsbad's Community Arts Grants program in the past?
No
Are you an individual artist applying through a fiscal agent?*
No
Primary Organization Name
Name as shown on an IRS letter of determination.
Opera4Kids
DBA (if applicable)
Opera4Kids
Organization Website
http://www.Opera4Kids.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.
At Opera4kids, we are dedicated to inspiring young minds to thrive. Through the transformative power of
classical music, we ignite the potential of children, nurturing their academic success, social skills, and
concentration. Our curated performances are designed to engage and inspire, fostering a love for music and
storytelling while developing complex cognitive skills. We use high-quality digital programming and live
vocal performances to educate children about the performing arts, ensuring that classical music is accessible
to all, regardless of socio-economic status.
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
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 3
(
(
Bernardo Bermudez Opera41<ids
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.)
8
Audience:*
Total number of expected audience attendance for this project.
860
Previous Project Success:
If your organization has completed a similar project, please provide details of the project and why it was
successful.
Opera4Kids has successfully executed projects that showcase their impactful work like, Free Concert at
Balboa Park: Three times a year Opera4Kids organizes free performances at the Spreckels Organ Pavilion in Balboa Park in collaboration with the Spreckels Organ Society. The most recent performance, Sunday March 10th, was attended by 130 children and 350+ audience members. This event not only provided entertainment
but also offered educational and uplifting experiences through music, benefiting both the children and the broader community. Opera4Kids was able to include a small children's chorus and speaking roles to kids ages 8-18 working side by side with world class musicians and performers. Previous performances have included performers like The San Diego Children's Choir, selected children with autism, and recipients of the
Make-A-Wish foundation. We've had specific feedback from foster families, parents who have children with autism, and parents who have terminally ill children. All of them have mentioned how impactful our performance was on their child's life.
This project is but one demonstration of Opera4Kids' commitment to engaging with families and children,
particularly those in low-income communities and facing various challenges. Through their performances, workshops, teaching materials, and collaborations, they have positively impacted over 25,000 children in San Diego County, with a significant increase in interest in music and the arts among families.
Project Distinction:
What makes this project distinctive?
"Musical Merry Go Round: Empowering Young Minds Through Opera" is a standout program by Opera4Kids, offering a unique blend of top-tier artistry and genuine passion for engaging children. Featuring internationally renowned performers from prestigious operatic stages, the project ensures the highest level of artistic experience for young audiences. What sets it apart is the inclusion of La Jolla Symphony players and
local kids from the community, who not only sing in the performances but also actively participate, creating a
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 5
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
..
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Bern ardo Be rmudez Opera4Kids
truly immersive and unforgettable experience. This collaborative effort not only introduces children to the
beauty of opera but also empowers them to explore their own creativity and potential in the arts.
Project Goals:
What are the goals (outputs and/or outcomes) of the project? How will you measure your goals?
Opera4Kids aims to create a more inclusive and connected Carlsbad through "Musical Merry Go Round:
Empowering Young Minds Through Opera." Our goal is for every child and fam ily to find a profound sense of
belonging and joy in the performing arts, regardless of their circumstances.
Our outputs include providing high-quality classical music performances for young audiences, offering
performance opportunities for local children, developing digital educational access through our simulcast
digital broadcast, and collaborating with community partners to extend our reach.
Our outcomes include increased access to classical music and performative arts, enhanced social and
emotional development of children, strengthened community connections, and improved educational
outcomes and interest in music and the arts among children and families.
We will measure our success through attendance rates, feedback from participants via surveys, academic
performance indicators and interest in music and the arts among participating children, community
partnerships, and long-term impact assessments on community cohesion and cultural appreciation.
Target Population:
Who is your target population and why? How will you reach them?
Our targeted population for "Musical Merry Go Round: Empowering Young Minds Through Opera" includes
children aged 3 to 13 from diverse socioeconomic, racial, and gender backgrounds in Carlsbad and
surrounding areas. We prioritize students in grades TK-8 but also engage adults, families, and educators to
foster community involvement.
We serve this population because we recognize the transformative power of classical music and the arts in
enriching children's lives. Specifically, we aim to address the needs of disabled and underprivileged children
who may face barriers in accessing such experiences.
To reach our target audience, we utilize a multifaceted approach. We leverage live performances, digital
programming, and online platforms to ensure accessibility and engagement. Through partnerships with local
schools, libraries, community centers, and organizations serving marginalized communities, we extend our
reach and impact. Additionally, our presence on the internet allows us to unite children worldwide,
promoting inclusivity and cultural appreciation through the universal language of music.
In summary, Opera4Kids authentically engages with diverse communities, promoting classical music and the
arts. Our mission extends beyond geographical boundaries, uniting children globally and fostering an
enduring love for music and theater.
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 6
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
(
(
Bernardo Bermudez Opera4Kids
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.
N/A
Partner Resumes:
If appli cable, 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.
Conta ct the Grants Coordinator at 442-339-5982 or email
wendy.sabinlasker@carlsbadca.gov should you need assistance.
Organization Changes/Challenges/Circumstances:
What special circumstances, challenges or changes have affected your organization? What impact has this had on
your organization?
Opera4Kids, an emerging non-profit dedicated to enhancing children's lives through performing arts
education, faces significant challenges that hinder our ability to reach our full potential and expand our
community impact. Our primary obstacle is insufficient funding, which limits our capacity to hire necessary
staff and fund program development for new productions. This financial constraint forces our small team to
juggle various roles, undermining efficiency and preventing a stable work environment crucial for long-term
growth. To overcome these challenges, we urgently require key personnel: a contracted public relations
manager, a director of online marketing, a development director, and a digital content producer. These roles
are essential to building the organizational capacity necessary to fulfill our mission and deliver the power of
performing arts to children in our community. With the right personnel and resources in place, we can
empower more children through the magic of the performing arts, develop captivating new productions, and
build a brighter future for our community.
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.
Materials Upload (OPTIONAL, but recommended):
Please upload any marketing materials, images and/or files that would provide more information about your
project.
Musical Merry go Round Empowering Young Minds Through Opera.jpg
Videos Upload (OPTIONAL):
Please provide us with a host website link for all videos relevant to the project.
Printed On : 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 7
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Bernardo Bermudez Opera4Kids
https://drive.google.com/file/d/lpzKMWXP4_ZknNQUdligjqZnyk5vKAgLZ/view?usp=sharing
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.)
04K_Sample_Program.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
Chairman,
President, or
Vice-President
Group B
Secretary,
Assistant Secretary,
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 I California Secretary of State
Signor #1 First and Last Name {i.e. Mary Wilson):*
Bernardo Bermudez
Signor #1 Organizational Title (i.e. CEO):*
Co-Founder, CFO and COO
Signor #1 Email address:*
bernardo@opera4kids.org
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 8
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
(
(
Bernardo Bermudez
Signor #2 First and Last Name (i.e. Luke Wilson):*
Victoria Robertson
Signor #2 Organizational Title (i.e. Secretary):*
Co-Founder and CEO
Signor #2 Email Address:*
victoria@opera4kids.org
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
$7,500.00
Project Budget Form:*
Opera4Kids
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
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.
FY 2024-25 Community Arts Grants Budget Form 04K.pdf
Organizational Budget:*
Please upload a current organizational budget.
04K Overview Budgets 2024.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 exemption form.pdf
Printed On: 19 March 2024
Fisca l Year 2024-25: Arts Projects for Arts
Organizations 9
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
Bernardo Bermudez Opera4Kids
Aud ited Financials:*
Please upload your organization's most recent completed short form 990s.
2022-form990ez-opera4kids.pdf
Board Roster:*
Pl ease upload you r organ ization's roste r 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.
O4K_Board_Members_Opera4Kids_FULL BIOS.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
Date of Application Submission:*
03/17/2024
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations 10
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
(
(
Bernardo Bermudez
File Attachment Summary
Applicant File Uploads
• Musical Merry go Round Empowering Young Minds Through Opera.jpg
• O4K_Sample_Program.pdf
• FY 2024-25 Community Arts Grants Budget Form O4K.pdf
• O4K Overview Budgets 2024.pdf
• IRS exemption form.pdf
• 2022-form990ez-opera4kids.pdf
• O4K_Board_Members_Opera4Kids_FULL BIOS.pdf
Printed On: 19 March 2024
Fiscal Year 2024-25: Arts Projects for Arts
Organizations
Opera4Kids
11
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
CAG FY 2024-25 BUDGET FORM PROJECTED -APPLICATION ACTUALS -FINAL REPORT
PROJECT INCOME $ Notes $ ORGANIZATION NAME:
Admissions $ -
QJ
E Gifts/Merchandise/ 0 $ -u Concessions E
"O Advertising QJ
E $ -
<1l LU
Other $ -
Subtotal Earned Income $ -Subtotal Earned Income $ -
CONTRIBUTED INCOME $ Notes $ Notes
Private $ 4,900.00 La Jolla Symphony (Musicians Fee) Dr. Seuss Foundatiom
Individual
Public Support $ 3,000.00 Fundraising
Applicant Cash
CAG Request Amount Amount requested through Community Arts Grants 2024-25 Amount received through Community Arts Grants 2024-2025
$ 7,500.00
Other
Other
Subtotal Unearned Income $15,400.00 Subtotal Unearned Income $ -
INCOME TOTALS $15,400.00
PROJECT EXPENSES Cash Notes Cash Notes I Project Staff {non-artist)
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC -
CAG FY 2024-25 BUDGET FORM PROJECTED -APPLICATION ACTUALS -FINAL REPORT
Project Artist(s) or Arts
$ lnstructor(s) 7,200.00 Artist Performance fee for 4 public performances
Educational Materials/Printing $ 200.00 Programs
Costumes/Props $ 1,000.00 Bear outfit and pear tree
Sets $ 500.00 Rocks, woodland
Supplies $ 200.00 Art project musical instruments for kids (Pan pipe)
Licensing/Royalties $ 1,000.00 sheet music
Rentals (space and/or other)
Transportation $ 280.00 Gas for artist
Food & Beverage
Marketing/Promotion/ $ 200.00 Print and digital adds and PR Publicity
Fiscal Agency Fee
Collaborative Musicians $ 4,900.00 La Jolla Symphony Ensemble
Other
Other
EXPENSES TOTALS $15,480.00 $ -
I ·•·
Value Notes IN-KIND SUPPORT Value Notes
CAG FY 2024-25 BUDGET FORM
IN-KIND TOTALS I $ I
PROJECTED - APPLICATION
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
Round all budget figures to the nearest whole dollar.
Enter a '0' in any cells that you don't have an amount to add.
ACTUALS -FINAL REPORT [ $
Please give detailed descriptions for each line item in the notes column. For example, if your total admissions is $1,000, enter "4 shows, 50 attendees, $5 each."
Please insert your organization name in the top right header.
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
-I
Docusign Envelope ID: 3BAC3EF6-3B56-4148-8211-D748171B9EDC
(
(
BOARD MEMBERS AND AFFILIATES
VICTORIA ROBERTSON
CO-FOUNDER OPERA4KIDS ARTISTIC DIRECTOR AND CEO
Affiliated with San Diego Opera as project Board member and performer. Affiliated also with San Diego
Symphony, Opera Santa Barbara, Music Academy of the West, La Jolla Symphony and Chorus
Association, La Jolla Music Society, La Jolla Beach and Tennis Club, University of California, San Diego
(UCSD), San Diego State University (SDSU), Ronald McDonald House of Charities, Musical Merit
Foundation, Virginia Hawk Foundation, Opera America, Armed Forces Entertainment Group, United
Service Organizations (USO), and Miss America Foundation, Tucson Song Festival
BERNARDO BERMU DEZ
CO-FOUNDER OPERA4KIDS CHIEF FINANCIAL AND OPERATIONAL OFFICER
Affiliated with The Conservatory of Music Juan Manuel Olivares, University of California Irvine, New
Alternatives Foster Family Agency in San Diego County, Ronald McDonald House San Diego,
Metropolitan Opera National Council, Loren L. Zachary Society, Claremont Community School of Music,
North County Vocal Arts, California Music Lessons, San Diego Opera, Los Angeles Opera, Long Beach
Opera, The San Diego Symphony, Nashville Symphony, Spreckels Organ Society, Anchorage Opera,
Portland Opera, Opera Santa Barbara, Opera Orlando, El Paso Opera, West Edge Opera, Opera Neo,
Opera North, Union Avenue Opera, West Bay Opera, Livermore Valley Opera, The La Jolla Symphony,
The San Bernardino Symphony, Marina Del Rey Symphony, the Claremont Symphony, The Music
Academy of the West, Tucson Symphony, Tucson Song Festival, Tucson Ballet, Tucson Guitar Society.
RAYMOND PARK
SECRETARY
Affiliated with San Diego Opera, Medical and Dental Management company, La Jolla Symphony and
Chorus Association, Enrolled Agent with IRS, Member of MENSA society
PARTNER ORGANIZATIONS AND GRANT PROVIDERS
Ronald McDonald House of Charities
Opera America
San Diego Opera
Opera Neo
Spreckels Organ Society
Balboa Theater
New Children's Museum
Classics4Kids
Rady's Children's Hospital
Music Academy of the West
B.S. Foundation
Conrad Prebys Foundation
Santa Barbara Foundation
G.A. Fliesbach Foundation
Port Ludlow Performing Arts
Claremont Community School of Music