Loading...
HomeMy WebLinkAbout17-Mayor's Office CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION From: Charles Bradley, Fine Arts Liaison Subject: Approve recommendation of The Fine Arts Commission to grant $149,500 to fine arts groups Dept: Mayor's Office Date: August 29,2001 C' 'I ~..'o.--,.,~.~a. Synopsis of previous Council Action: September 5, 2000 Mayor and Common Council approved $149,000 in Fine Arts funding. November 15, 1999 Mayor and Common Council approved $149,000 in Fine Arts funding. October 7, 1998 Mayor and Common Council approved $149,000 in Fine Arts funding. October 20, 1997 Mayor and Common Council approved $149,000 in Fine Arts funding. Recommended Motion: MAYOR AND COMMON COUNCIL ADOPT RESOLUTIONS ~Cl~ Signature Contact person: Charles Bradlev Phone 5133 Supporting data attached: ves Ward: FUNDING REQUIREMENTS: Amount: $149.500 Source:(Acct. No,) 001-091-5185 - $79.500 001-092-5186 - $70.000 (Acct. DescriDtion) FINE :"RTS ?.. Finance~h0 ~ / Council Notes: 'Va,o J> 2<:D\- dr,4,-;:If/4.L~~-Jq3 Agenda item NO'~ ~#7/1JJ CITY OF SAN BERNARDINO - REOUEST FOR COUNCIL ACTION STAFF REPORT Subject: Fine Arts Commission Funding awards for Fiscal Year 2001-2002 Background: Twelve organizations submitted grant appliCations requesting Fine Arts grants in the amount of$322,121 for the 2001/2002 Fiscal Year. A total of $149,500 was budgeted for FY 01/02, The deadline for submission of grant applications was July 16, 200 I. Copies of the applications were sent to members of the Fine Arts Commission for review prior to the interviews, Oral interviews were held with the applicants on July 31st and August 1st, The Fine Arts Commissioners met on the afternoon of August I, 2001 and made final recommendations of the Fine Arts funding. The Fine Arts Commission was charged with making difficult decisions about how to effectively allocate the limited funds budgeted for the promotion of Arts and Culture in the City of San Bernardino, The following is the recommendation of the Fine Arts Commission for the Fiscal Year 2001/2002 Fine Arts Awards: Requested Recommended 1. Canto Bello Master Chorale - $25,014 $14,000 2. Inland Dance Theatres, Inc.- $20,000 $10,000 3, Junior University of San Bernardino, Inc. - $11,950 $7,500 4, San Bernardino-Riverside Counties District Metropolitan Opera Auditions - $3,000 $3,000 5, Prime Time Choraliers - $2,409 $1,000 6, San Bernardino Valley Community Concert Association - $21,340 $11,000 7, Sinfonia Mexicana Society - $41,339 $22,000 8. Sturges Family Playhouse - $18,451 $8,000 9. CSUSB Foundation, Coyote Conservatory for the Arts - $4,890 $3,000 Inland Empire Symphony Association - $82,523 $70,000 The Inland Empire Symphony Association did not go through the competitive process because it was included as a budget line item. However, it is included in this item for Council approvaL Total recommended Fine Arts Awards - $149,500 The Fine Arts Commission will be allocating the $50,000 identified as for "Art in Public Places" program in October, 2001. Financial Impact: The recommended awards total $149,500, the amount budgeted for Fine Arts in Fiscal Year 2001/2002. Recommendation: Adopt Resolutions Synopsis: Inland Empire Symphony Association The Inland Empire Symphony Association's 2001-2002 season will be its nnd which makes our symphony one of the oldest in California. This year Maestro Carlo Ponti, Jr. joins the symphony as principal conductor. Maestro Ponti will be conducting a wide range of musical repertoire. The Inland Empire Symphony Association has encouraged music in our schools through their docents at the local school programs. The presence of a symphony orchestra promotes cultural benefits and stimulates economic growth. . Estimated Attendance - 27,500 . Number of Performances -17 . Estimated Costs........... ...$433,470.00 . Estimated Income........ ....$350,947.00 . Grant requested was for. ....$82,523.00 . Grant award recommended.$70,000.00 ~ "- 1 2 3 4 5 6 7 8 9 10 11 12 13 ~(g~V RESOLUTION NO. RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE INLAND EMPIRE SYMPHONY ASSOCIATION FOR THE PROMOTION OF ARTS AND CULTURE. BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and directed to execute on behalf of said City an Agreement with Inland Empire Symphony Association, a copy of which is attached hereto marked Exhibit "A" and incorporated herein by references as fully as though set forth at length. SECTION 2. The authorization to execute the above referenced agreement (---. is rescinded if the parties to the agreement fail to execute it within sixty (60) days of the L 14 c 15 16 17 18 19 20 21 22 23 24 25 26 27 28 passage of this resolution. III III III III III III III III III ~ '- 1 2 3 4 5 6 7 8 9 10 11 12 13 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE INLAND EMPIRE SYMPHONY ASSOCIATION FOR THE PROMOTIOl" OF ARTS AND CULTURE I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof: held on the _ day of ,2001, by the following vote, to wit: Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA LIEN MCGINNIS SCHNETZ SUAREZ r-. L 14 ANDERSON .,- l... 15 16 17 18 19 20 21 22 23 24 25 26 27 28 MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: JAMES F, City Att " By: ".-. \- '- c 1 2 3 4 AGREEMENT Fine Arts Fundinq THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "City" and the Inland Empire Symphony Association, a non- profit organization, referred to an "Organization" 5 6 7 8 9 10 The parties agree as follow: 1. Recitals. A. Organization has requested financial Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by 11 Organizations as set forth Organization's grant proposal (hereinafter "the proposal") approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein_ The financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. 12 13 14 15 16 17 18 19 20 B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. 2. Payment. Upon presentation of a claim to the Mayor's Office, City shall pay to Organization from the 21 22 23 24 25 26 27 28 -1- I"""" '- c r-- '- 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE I";~.;l,: EMPIRE SYMPHONY ASSOCIATION FOR THE PROMOTION OF ,EE ~~,s AND CULTURE. budget for the 2001-02 fiscal year, the total sum or $70,000.00 dollars, to cover the costs per Fine Arts grant application agreement. 5 6 3. Use of Funds. The funds paid to Organization shall be used solely ror the purposes set forth in 7 Paragraph 1 and in strict compliance with the provisions 8 set rorth in the agreement. No deviation from the agreement shall be made without the expressed approval or 9 the City of San Bernardino_ Said funds shall be expended by June 30, 2002, and any unexpended funds shall be returned to City by Organization. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 4. Accounting. Within 20 days after the completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with said event as it relates to the fund which were provided by the City. Financial records shall be maintained in accordance with generally accepted accounting principles by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and records of Organization are to be kept open for inspection at any time during the business day by the City or its officers or agents. Failure to submit the financial records in accordance with this section will result in the Organization reimbursing the City. 5. Hold Harmless. Organization covenants and agrees to defend, indemnify, and hold harmless the City and its employees and agents from all liabilities and charges, -2- ,~ '- ..-- '- r \- 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE IKLAKC EMPIRE SYMPHONY ASSOCIATION FOR THE PROMOTION OF THE ARTS AND CULTURE. expenses (including counsel fees), suits or losses 5 however occurring, or damages arising or growing out of the use or receipt of the funds paid hereunder and a~~ 6 operations under this agreement. Payments hereunder are 7 made with the understanding that the City is not involved in the performance of services or other activities of 8 Organization. Organization and its employees and agents are independent contractors and are not employees or agents of the City in performing said services_ The costs, salary and expenses of the City Attorney and members of his office in enforcing this agreement on behalf of the City shall be considered as Ucounsel feesH for the purposes of this paragraph. 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 7. Assignment. Orga.nization shall not assign its interest in this Agreement without the prior written approval of City. 8. Insurance. Organization shall take out and maintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- ,- I \- 2 3 4 5 6 7 8 9 10 11 12 13 ,...- ( \..- 16 17 18 19 20 21 22 23 24 25 r 26 '- 27 28 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE INLAND EMPIRE SYMPHONY ASSOCIATION FOR THE PROMOTION OF THE ARTS AND CULTURE. Agents and employees, Organization and its agents performing act covered by this Agreement from the c~alms for property damage for personal injury, including death, as well as from claims for property damage which may arise from Organization's or its agents' operation hereunder, whether such operations be by Organization or its agent or by anyone directly or indirectly employed by either Organization or its agents, and the amounts of such insurance shall be as follows: (a) Public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence_ 14 15 (b) less than person on Property Damage Insurance_ In an amount not 50,000 for damage to the property of each account of an occurrence. (c) Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights of subrogation under such policy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- .-.. 1 '- 2 3 4 5 6 7 8 9 ,,- L 14 15 16 17 18 19 20 21 22 23 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE INLAN2 EMPIRE SYMPHONY ASSOCIATION FOR THE PROMOTION OF T~E AR~S AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: As to City: As to Organization: 10 Mayor's Office 11 City of San Bernardino Mark Edwards, president Inland Empire Symphony Association 362 West Court Street San Bernardino, CA. 92401 12 300 North "On Street 13 San Bernardino, CA. 92418 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. 24 DATED: 25 -5- --- 26 '- 27 28 "- 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE =~~AKS EMPIRE SYMPHONY ASSOCIATION FOR THE PROMOTION OF THE AR7S 2 AND CULTURE. 3 4 5 6 7 8 CITY OF SAN BERNARO=KC Judith Valles, Mayor 9 ATTEST: Rachel G. Clark, City Clerk 10 11 12 13 Approved as to form r-- and legal content: L 14 ORGANIZATION 15 James F. Penman 16 City Attorney 17 18 By: 19 20 21 22 23 24 25 ,"-- 26 -6- "- 27 28 ..... c c ,.- ~ . , . PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Commission 1. Applicant Organization (Name, Address, etc.) Inland Empire Symphony Association 362 W. Court Street San Bernardino, CA 92401 Telephone No. <.sta..2) 1R1-'ilRR Non-Profit LD. No. 95-6153923 Number of Years in Existence 36 years II. Contact Penon: Mar],. "rl~'ilrrl", Title: President Telephone No.: ~ 7Q,-07.00 Ill. Protram Category Under which Support is Requested: Mll!::;("," -.> IV. Period of Support Requested: Prom: Q-1- ?001 Through (Starting) 8-31-2002 (Ending) v. Program Description: The mission of the San Bernardino Symphony Orchestra is to present symphonic music of the highest professional caliber to San Bernardino audiences. Our program for the year will include'the following: a. Five season series symphonic programs of classical music, presented at the California Theatre of Performing Arts; b. One 4th of July performance of popular and patriotic music, outdoors at Seccombe Lake Park (a free public concert); c. One performance (the only Southern California performance) by the Russian National Orchestra. The July 29th performance will be at the California Theatre; d. One special June 2002 concert featuring a fusion of jazz and symphonic music, with the Symphony Orchestra and jazz great Keiko Matsui. Venue is the California Theatre; e. Six performances in December, of the Nutcracker ballet, in conjunc- tion with the Inland Empire Dance Company, also at the California Theatre; f. Orchestral support for Canto Bello Chorale, Riverside Master > Chorale, Cal State San Bernardino recitals, and docent music programs in the schools; and g. The Symphony runs the Guthrie Music Rental Library. No part of the grant monies will be spent on Library operations. 1 ,... -'} c c c VI. Estimated number of persons expected to benefit from this program: a) Number of persons by paid attendance: 15 000 b) Number of persons by complimentary ~ssion: -12 , 500 c) Nwnber of performances scheduled: 17 d) Total attending all performance (a plus b): 77. c;nO , VII. Need Statement: Symphonic and classical music are essential elements of any community which claims to embrace cultural values. A full cultural pallet, includ- ing symphonic music, is absolutely essential' if a community is going to attract new businesses and business people into the community. Addition- ally, the cultural quality of our next generation, our children, is significantly and positively influenced by exposure to symphonic and classical music. While various types of music are performed in San Bernardino by for- profit and non-profit organizations, symphonic music, due to its comple~ty and expense of production, is presented by only one"profes- sional organization in the City, the San Bernardino Symphony Orchestra. Even orchestras i<< the State's largest cities, including San Francisco, Los Angeles, and San Diego, cannot cover production costs through . ticket sales alone. All professional orchestras rely upon,~upport of government and business. This is all the more the case in San Bernardino, where demographics dictate that symphonic and classical music must receive financial support from the community if it is to be retained as part of the cultural life of the community. 2 . .; c c c VIII. Intended Results: Our intended results are simple: increase the number of people in San Bernardino exposed to symphonic and classical music and, increase the quality of that experience for each member of the audience. These simple goals, however, will have far reaching secondary results, including: a. Improving the quality of life in San Bernardino b. Improving the City's image to those looking in, and c. Fostering interest in and support for other cultural activities and institutions. 11\ -' 3 L . j IX. Total anticipated expenses for this period: C Staff Costs: Salary & Wages Full Time (# Full Time Employees 2 ) $ 45.480. Part Time (# Part Time Employees 1 ) $ 6.000. Payroll Taxes (all categories) $ 5,150. Fringe Benefits: Medical $ 0 Pension $ 0 Other $ 0 Professional Benefits: Union Dues $ III Subscriptions $ III Other $ 0 Continuing Education: Full Time Employees $ 0 . Part Time Employees $ 91 Travel (all categories) $ 0 Professional Fees/Consultants $ III Contract Employees: Salary & Wages C Full Time (# Full Time Employees III ) $ 0 Part Time (# Part Time Employees 70 ) $lIl0 47" . Payroll Taxes (all categories) $ 17,400 Fringe Benefits: Medical $ III Pension $ R 70" . Other $ 91 Professional Benefits: Union Dues $ h Q4" . Subscriptions $ 16 Other $ 0 Continuing Education: Full Time Employees $ 91 Part Time Employees $ 91 Travel (all categories) $ ? 000 . Professional Fees/Consultants $ 76,345. Administrative Costs: Rent: Office Space $ 10.850. perfonnance $ III Storage $ 91 C -more- 4 c c ., , c Maintenance Security Insurance: Office Programs Utilities Equipment Supplies & Materials Printing/Copying: Office Programs Other Telephone/FaxlInternet Services PostagelDelivery Services: Office Programs EvaJtuation/Compliance Services Outstanding Loan Payments Other: (identify, be specific) nnuort-iC!;n'] Music Durchase. rental Piano mover/tuner Set up, set down Transportation Licenses, fees Credit card and bank fees Interest Miscellaneous TOTAL EXPENSES 5 $ 1 .875. $ gl $ 1R'i $ <; A~I:\ . $ III $ III $ 4 , 1 'i0 $ SOD. $ A 471; . $ III $ ;1 . Q7'i $ 1 . <;<;n $ 1 1nn . $ III $ 10.000. $ 1 .975. $ ;1 , 47'i $ ;1 , 400 1,500. 1,000. 4.,.610. 2;; 050. 13,000. 8,585. $ .4~l..47n. . . . c c - '- X. Total anticipated income for this period: Performances: Subscription Special Performances Contracted Performances $ 75.000 $ $~~~ h~lnw - Local Arts Orgn Identify other local arts organizations, which pay you fees to use your services and amounts paid. 1. r.i'l] sti'ltF. Si'ln Rprni'lrninn $ 7.500. 2. Redlands Bowl $ 43,000. 3. city of San Bernardino Parks & Rec $ 17,000. 4. Inland Dance Theater $ 48,872. Gifts and Grants Government Grants: Federal $ 0 ~re $ 0 COUBty $ ~ City $ 70 000 Foundation $ . 0 Corporate $ 0 Federated Campaigns (United Way, etc.) $ 0 Individual $ 1 1 0 0 0 (Please identify any individual(s) who will give more than $5,000 in the funding period) 1. 2. 3. Funds from Support Groups Loans Advertising Sales ProductlPublication Sales Other 011 $ $ $ $ $ 'ill 000 . ~ 5.200. o 11,175. TOTAL INCOME $ 350,947 XI. Amount requested from the San Bernardino Fine Arts Commission: a) b) c) d) Total Expenses (Section IX) Total Income (Section X) AMOUNT REQUESTED (a minus b) Percent of budget $ 433.470. $ 1";0 947 , $ ~? I;?~ . 19 % 6 .... . 1 XII. Future Objectives: C What are your contacts and goals for supplemenW funding? The Symphony already has in place substantial fund raising activities which provide more monies than the City of San Bernardino Fine Arts grant and ticket sales combined. We, of course, intend to retain all of the successful activities of dur current program. However, we also intend to expand upon those efforts through a variety of newprograms, including: c a. An after concert cocktail party (or afterglow) on September 22nd hosted by Nolan Miller and attended by his guest, Sophia Loren. Unlike our usual afterglows, this will be a more formal affair, requiring payment of an admission price; b. A "high dollar" private dinner with Sophia Loren for a small number of Symphony supporters; c. Special concerts featuring fusions of symphonic and other music genres, such as the June 2002 concert featuring Keiko Matsui and the SymphoAyOrchestra, which is expected to be both an artistic and financial success; d. Additional advertising and fund raising programs outside of our core-audience area, taking advantage of the celebrity status of our new conductor, Carlo Ponti, Jr.; e. Expanding our programs to other areas, to decrease per-performancE cost and to increase ticket sales. For instance, we are currently offering our services in playing the Nutcracker ballet to other dance companies and communities which present the ballet with recorded music. We are also seeking to do second performances or "run_outs" of our series concerts in other communities. f. Adding, as soon as financially practicable, a professional funds development staff person to assist in applying for additional grants and soliciting corporate sponsorships. c 7 o c c , XIII. Provide a briefhistorylbackground of the organization: The Inland Empire Symphony Association (IESA) is the presenter of the San Bernardino Symphony Orchestra, now in it's 73rd season. In 1929 the San Bernardino Symphony was founded by Maestro James K. Guthrie, a nationally recognized conductor and local community leader, who created an organization that has been the creative focus for San Bernardino. Maestro Guthrie also compiled a rental library that is still used extensively by colleges and symphonies. He donated this valuable asset to the San Bernardino Symphony. In 2001, following two acclaimed performances as guest conductor, Maestro Carlo ponti, Jr. joined the San Bernardino Symphony Orchestra as its Music Director and Conductor. In addition to the San Bernardino Symphony, Maestro Ponti is Associate Conductor of the Russian National Orchestra. Maestro Ponti follows Stewart Robertson, who conducted for 11 years. The IE~A additionally promotes community involvement in the arts by providing the orchestra for the annual community production of the Nutcracker and by including the California State University Symphonic Choir in the season's program. The Southern California Youth and Orchestral High School Symphonies have also been included' in past programm. These events attract thousands of children to our presenta- tions. In 1985 the IESA began a concert series by Mexican composers and performed blfMexican artists. These presentations are the only such concert series in the world. These programs are now presented by the IESA in conjunction with Sinfonia Mexicana, an af,filiated organization. These musical concerts are performed in the historically designated and beautiful California Theatre for the Performing Arts. The theater, formerly designed for films, has been modified to accommodate symphonic works and light opera productions. " CERTIFICATION: Project Officer: Miilrlr Ed....,rn'" Telephone No,: 909 381 5388 Board President (or Authorized Signatory) Telephone No,: t 8 c c c ., 30. Ann Harris, 28154 Saguaro Way, Highland, CA, 663-1044, RDA Admin City ofSB, 1 yr 31. Edward Hill, 1752 Lomas Privadas, San Bernardino, CA, 882-0080, Real Estate Developer, 17 yrs 32. Evelyn Hill, 1752 Lomas Privadas, San Bernardino, CA, 882-0080, Community Volunteer, 17 yrs 33. Judith Hubert, 879 El Camino Road West, San Bernardino, CA, 883-0100, Attorney, 5 yrs 34. Mark Johnson, 1820 E. Highland Ave, San Bernardino, CA, 882-2921, Pastor, 2 yrs 35. Marilyn Karnig, 3284 Parkside Dr, San Bernardino, CA, 886-7284, Community Volunteer, 4 yrs 36. David Kennedy, 505 E. Ralston Ave, San Bernardino, CA, 882-1093, Accountant, 8 yrs 37. Bill Lemann, 215 N. D St, San Bernardino, CA, 889-3691, Attorney, 17 yrs 38. Lori Martin, 159 Pinehurst Ct, San Bernardino, CA, 883.1276, Community Volunteer, 6 yrs 39. Tim Martin, 159 Pinehurst Ct, San Bernardino, CA, 883-1276, Vice Principal, 6 yrs 40. Marg.\J;ret Matich, 1245 Norman Rd, Colton, CA, 825-9100, Community Volunteer, 17 yrs 41. Mike"Maudsley, 33 San Juan Dr, Rancho Mirage, CA, 760-324-7288, Insurance Broker, 18 yrs 42. Mildred McKim, 450 W. 25th St, San Bernardino, CA, 882-4324, Educator, 16 yrs 43. Norine Miller, 3145 Peppertree Ln, San Bernardino, CA, 883-3359, Fmr Councilwoman, I yr 44. Patrick Morris, 695 Maywood Ave, San Bernardino, CA, 883-4177, Judge, 12 yrs 45. Louis Pelini, 659 E. Avery, San Bernardino, CA, 883-3367, Ret Cty Schools Admin, II yrs 46. Jerry Peterson, 1422 Henrietta, Redlands, CA, 793-8636, Computer Ex, 19 yrs 47. Frank Plash, PO Box 2909, San Bernardino, CA, 883-9848, Musicologist, 25 yrs 48. Lynda Savage, 3126 Valencia Ave, San Bernardino, CA, 882-7649, School Board Trustee, 17 yrs 49. Philip Savage, 600 N. Arrowhead Ave, San Bernardino, CA, 884-2117, Attorney, 17 yrs 50. George Schnarre, PO Box 3028, San Bernardino, CA, 883-8671, Realtor, 5 yrs 51. Michele Tacchia, 431 W. 24th St, San Bernardino, CA, 882-4939, Educator, 4 yrs 52. Judith Valles, 3096 Broadmoor, San Bernardino, CA, 882-3604, Mayor City of SB, 16 yrs 53. Gregory Yaros low, 3911 Carmelina St, San Bernardino, CA, 887-0261, Cantor, 6 years 9A ., Inland Empire Symphony Association 07/13/01 Balance Sheet As of June 30, 2001 C Jun 30, '01 n_ ASSETS Current Assets CheckinglSavings Guthrie Library Checking 781.68 Line of Credit Checking -527.76 Petty Cash 5.00 Symphony Checking 13,537.13 Total CheckinglSavings 13,796.05 Accounts Receivable Accounts Receivable 26,374.48 Accounts Receivable - Guth... 637,02 Barter Receivable - Sympho... 7,204.84 ----.- Total Accounts Receivable 34,216.34 it; Other Current Assets Prflpaid Expenses - RNO 1,207.00 Prepaid Expenses - Season 195.21 Total Other Current Assets 1,402.21 Total Current Assets 49,414.60 Fixed Assets C Office Equipment 35,510.92 Accum Deprec - Office Equip... -33,559.00 Total Fixed Assets 1,951.92 Other Assets Guthrie Sheet Music Library 370,621.18 Total Other Assets 370,621.18 TOTAL ASSETS 421,987.70 LIABILITIES & EQUITY Liabilities Current Liabilities Accounts Payable Accounts Payable 4,604.82 Total Accounts Payable 4,604.82 Other Current Liabilities Deferred Contract Revenue 8,435.00 City of SB Loan 154,387.75 Deferred Income Sept 22, 2001 Opening Dinner 5,225,00 Sept 22, 2001 - Other 275.00 C Total Sept 22, 2001 5,500.00 Unaudited-internally generated for management purposes only Page 1 10 l. I . f 07113/01 Inland Empire Symphony Association Balance Sheet As of June 30, 2001 c c Jun 30, '01 200112002 Season 50,575.15 Russian Concert 4,605.00 --....- Total Deferred Income 60,680.15 Due to Guild 100.00 Alan Gresham Loan 5,000,00 Chuck Obershaw Loan 31,000.00 Line Of Credit 52,098.16 Payroll Liabilities 20,727.66 Union Dues Orchestra 242.31 Total Other Current Liabilities 332,671.03 Total Current Liabilities 337,275.85 . Total Liabilities 337,275.85 Equity ~, General Fund Balance 155,170.65 Sinfonia Fund Balance -6,268.65 Net Income -64,190.15 Total Equity 84,711.85 TOTAL LIABILITIES & EQUITY 421,987.70 C Unaudited-internally generated for management purposes only Page 2 11 ~, '. . .' 07/13101 Inland Empire Symphony Association Profit & Loss July 2000 through June 2001 c Jul '00 - Jun '01 ~ Ordinary Income/Expense Income Allocated Season Tickets Single Tickets Board Dinner Revenue Board Dues Contract Concerts Credit Card Process Fee Donations Grant Income Allocated Program Ads Guild Contrib - New Year Guthrie Library Music Rental Miscellaneous Income Music in Schools Total Income Cast of Goods Sold Electric Guthrie Expense Advertising Artist Concert Insurance Concert Pictures Conductor Guthrie Help Guthrie Payroll Hotel Miscellaneous Music PurchaselRental Musicians Schools Orchestra Parking Payroll Taxes Paychex Fee Phone Photographer Piano MovefTune Pension Expense Printing Costs Printing Music Program Book/Flyers Rent Repair & Main!. Set UplDown Stage Hands StoragelMusic Supplies Tapes Travel Truck Union Dues UPS Guthrie -- c c Total COGS Unaudited-internally generated for management purposes only 13 49,224.00 26,945.99 135.00 4,805.00 132,098.52 1,820.01 12,352,50 65,500,00 5,009.00 33,000.00 7,218.43 10,168,32 2,912,00 351,188.77 623.56 189.23 3,777,73 8,000,00 144.17 70.00 28,000.00 367.50 5,964.97 575.38 888,18 2,423.91 2,912.00 195,425.72 188.26 19,754,15 482.86 794.28 230.00 2,716.36 10,246,54 346.99 601.00 11,537.25 9,300.00 338.69 1,487.18 6,075.10 2,186.05 894.09 820.00 2,850,00 663.40 7,754.54 1,525.72 330,154.81 Page 1 . .j 07/13101 Inland Empire Symphony Association Profit & Loss July 2000 through June 2001 c *I Gross Profit Expense Advertising - Admin Bank Charges Credit Card Fees General Printing Insurance CHUBB Insurance Liability Workers Camp Insurance - Other Total Insurance LicenseslFees Miscellaneous Expense Office Salaries Office Supplies PayChex Payroll Taxes - Office Personal Property Taxes Postage and Delivery US Postmaster -" c Total Postage and Delivery Presentation Receptions Referral Fee Repair & Maintenance Telephone Travel Expense Web Site Uncategorized Expenses Total Expense Net Ordinary Income Other IncomelExpense Other Income Interest Income Other Income Sinfonia Concert Exp Reimb Sinfonia Overhead Total Other Income Other Expense Interest Expense Net Barter Penalties Total Other Expense Net Other Income c Net Income Unaudited-internally generated for management purposes only Jul '00 - Jun '01 21,033.96 4,749.00 67.98 3,100.54 822.49 1,083.00 1,565.83 3,507.05 75,00 -~--,~ 6,230,88 4,220.63 5,567.11 42,146.45 2,928.07 2,340.80 3,145.86 107.70 1,773.00 1,773,00 247.25 112.43 605.50 1,538.27 3,347.07 1,001.98 213.00 0.00 84,266.01 -63,232.05 308.11 1,117.77 3,520.84 7,000.00 -- 11,946.72 11,236.32 1,287.60 380.90 12,904.82 -958.10 -64,190.15 Page 2 14 fII. ~ c Inland Empire Symphony Association Financial Statement 2000-2001 Fine Arts Grant The 2000-2001 Fine Arts grant moneys of$65,500 were used to offset musicians' salaries, payroll taxes and conductor costs as listed below: ~ .' Musicians & Conductor . Salaries. Taxes Allocated Grant Concert Date October 21, 2000 $24,008 $13,100 C November 18,2000 $24,465 $13,100 January 20,2001 $19,411 $13,100 March 10, 2001 $23,105 $13,100 April 7, 200 I $33,301 $13,100 c 15 Synopsis: Canto Bello Master Chorale The Canto Bello Master Chorale a San Bernardino based organization continues to rise in popularity. Citizens of a variety of ages and professions are part of this chorale presenting a repertory of classic choral works. The Chorale accompanying Orchestra is the San Bernardino Symphonic Orchestra and a good networking system is in effect. . Estimated Attendance - 8,000 . Number of Performances - 3 major, 14 minor . Estimated Costs........... ...$102,714.00 . Estimated Income........ ....$77 ,700.00 . Grant requested was for.. ...$25,014.00 . Grant award recommended.$14,000.00 ~~ '- c r .\- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ~~\ . rr=;]'\0-7 1..lJ"lJ RESOLUTI '--0. RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE CANTO BELLO MASTER CHORALE FOR THE PROMOTION OF ARTS AND CULTURE. BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION I. The Mayor of the City of San Bernardino is hereby authorized and directed to execute on behalf of said City an Agreement with Canto Bello Master Chorale, a copy of which is attached hereto marked Exhibit "A" and incorporated herein by references as fully as though set forth at length. SECTION 2. The authorization to execute the above referenced agreement is rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage ofthis resolution. III III III III III III III III III ('- '- 1 2 3 4 5 6 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE CANTO BELLO MASTER CHORALE FOR THE PROMOTION OF ARTS AND CULTURE I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof. held on the _ day of .2001, by the following vote. to wit: 7 Council Members: AYES NAYS ABSTAIN ABSENT 8 9 10 11 12 13 ESTRADA LIEN MCGINNIS SCHNETZ SUAREZ C. 14 ANDERSON - f "- 15 16 17 18 19 20 21 22 MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: 23 24 25 26 By: 27 28 - , ~ ,,- '- 1 2 3 AGREEMENT Fine Arts Fundinq THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "CityH and the Canto Bello Master Chorale, a non-profit organization, referred to an "OrganizationH 4 5 6 7 8 A. Organization has requested financial 9 Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal (hereinafter "the proposalH) approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. The parties agree as follow: 1. Recitals. 10 11 12 13 14 15 16 17 18 19 B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. Payment. Upon presentation of a claim to the Office, City shall pay to Organization from the 20 2 . Mayor's 21 22 23 24 25 ,.- 26 l... 27 28 -1- ,- '-- --- L r '-' 1 2 3 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CANTO BELLO MASTER CHORALE FOR THE PROMOTION OF THE ARTS AND CULTURE. budget for the 2001-02 fiscal year, the total sum of $14,000.00 dollars, to cover the costs per Fine Arts 5 grant application agreement. 6 7 8 9 4 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in Paragraph 1 and in strict compliance with the provisions set forth in the agreement. No deviation from the agreement shall be made without the expressed approval of the City of San Bernardino. Said funds shall be expended by June 30, 2002, and any unexpended funds shall be 10 returned to City by Organization. 11 4. Accounting. Within 20 days after the 12 completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, 13 an accounting of the actual expenditures connected with said event as it relates to the fund which were provided 14 by the City. Financial records shall be maintained in accordance with generally accepted accounting principles 15 by Organization in such manner as to permit City to 16 easily trace the expenditures of the funds. All books and records of Organization are to be kept open for 17 inspection at any time during the business day by City or its officers or agents. Failure to submit 18 financial records in accordance with this section result in the Organization reimbursing the City. the the will 19 20 covenants and harmless the City liabilities and 5. Hold Harmless. Organization agrees to defend, indemnify, and hold 21 and its employees and agents from all charges, 22 23 24 25 26 27 28 -2- ,~- '-- c .- '- 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CAKTO BELLO MASTER CHORALE FOR THE PROMOTION OF THE ARTS ANC CULTURE. expenses (including counsel fees), suits or losses however occurring, or damages arising or growing OUe of the use or receipt of the funds paid hereunder and all operationi under this agreement. Payments hereunder are made with the understanding that the City is not involved in the performance of services or other activities of Organization. Organization and its employees and agents are independent contractors and are not employees or agents of the City in performing said services. The costs, salary and expenses of the City Attorney and members of his office in enforcing this agreement on 11 behalf of the City shall be considered as "counsel feesH for the purposes of this paragraph. 5 6 7 8 9 10 12 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid 14 hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 13 15 16 17 18 19 20 7. Assiqnment. Organization shall not assign 21 its interest in this Agreement without the prior written approval of City. 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and aintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- ,"-- \- c ,.-- \- 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CANTO BELLO MASTER CHORALE FOR THE PROMOTION OF THE ARTS AN] 2 CULTURE. 3 4 Agents and employees, Organization and its agents 5 performing act covered by this Agreement from the claims for property damage for personal injury, including death, 6 as well as from claims for property damage which may arise from Organization's or its agents' operation 7 hereunder, whether such operations be by Organization or 8 its agent or by anyone directly or indirectly employed by either Organization or its agents, and the amounts of 9 such insurance shall be as follows: 10 11 12 13 (a) Public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. (b) 14 less than person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. 15 (cl Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state la~ if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights of subrogation under such policy of workers compensation 21 insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. 16 17 18 19 20 22 23 24 25 26 27 28 (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- ,-.- 1 '"- 2 3 4 5 6 7 8 C 14 15 16 17 18 19 20 21 22 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CK~TC BELLO MASTER CHORALE FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: 9 10 11 12 13 As to City: As to Organization: Mayor's Office City of San Bernardino 300 North "DR Street San Bernardino, CA. 92418 Howard Knowlton, president Canto Bello Master Chorale P.O. Box 1627 San Bernardino, CA. 92402 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. 23 DATED: 24 -5- 25 ,-. 26 '- 27 28 ,~ '- 1 2 3 4 5 6 7 9 10 11 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CANTO BELLO MASTER CHORALE FOR THE PROMOTION OF THE ARTS A~C CULTURE. CITY OF SAN BERNARDINO Judith Valles, Mayor ORGANIZATION 12 Approved as to form and legal content: - ~ 14 James F. Penman 15 City Atto p.ey 16 17 By: 18 19 20 21 22 23 24 25 26 27 28 13 r- \..... -6- > . PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Commission r""' '- I. Applicant Organization (Name, Address, etc.) r:::lntn 'RP.:l 1 r""') M~!=:t.p.r Mlnrale pn<<t Off; rP Rnx 16'J.7 q;;:ln ~rn;:arA; nn. r~. Q?40? Telephone No, ( 909) 825-0589 Non-Profit I.D. No. 9788765 Number of Years in Existence 20 years II. Contact Person: Janie Lynch Title: Secretary Telephone No.: ~ 867-2053 III. Program Category Under which Support is Requested: MllR;r IV. Period of Support Requested: From: Seotember 2001 Through (Starting) June 2002 (Ending) c V. Program Description: The Canto Bello Mast<< Ch<X1l1e is a growing ensemble ch<X1l1e that provides a varied and dynamic repertoI'y of classical ch<X1l1 works to the community of San Bernardino as well as the surrounding Jnland Empire communities. As an organization, the Ch<X1l1e strives to promote the arts in San Bernardino. while offering an opportunity for local talent to flourish through musical stage perfonnances. The Canto Bello Master Chorale has an ambitious schedule planned for the coming season, including 3 major productions and 14 minor events. The Canto Bello Master Chorale is constantly working to improve ita performance presentatioo. By hiring top soloists in the Inland Empire we have enhanced OW' performance level and will cootinue to partner with professional soloists in the coming season. Through our own efforts, as well as collaborations with the San Bernardino Symphony, San Bernardino Valley College. CSUSB/IE Symphonic Choir, the California Elementary Magnet School fur the Arts, the Clairemont High School Honors Choir, and other community musical organizations, we have built a strong reputation for quality performances. We will cootinue to provide a diverse program of musical entertainment to meet the varied and changing needs fur the arts in our couununity. The Canto Bello Master Chorale has increased its efforts in advertising and fund raising and continues to strive to improve its funding base and its name recognition. The Chorale proposes to increase its audience base through the use of professional marketing and ticket sales in the upcoming season. With the increased promotion of our events we hope to reach a much broader segment of the population, and help to expand our community's recognition and appreciation of the arts. " \.,- 1 ,,-;. "- c '-' VI. Estimated number of persons expected to benefit from this program: a) Number of persons by paid attendance: I;oon b) Number of persons by complimentary admission: -2000 c) Number of performances scheduled: 3 maior, 14 minor d) Total attending all performance (a plus b): 8000 VII. Need Statement: For many years, the Canto Bello Master Chorale has provided quality entertainment to a diverse population in the San Bernardino COIl\mWlity. Though the Chorale has produced concerts that offered a wide range of musical selections, the audience base has typically been comprised of adults, and more specifically, the elderly. We recognize a need to broaden our audience base, and hope to target the youth population as well as the hispanic commWlity throogh increased collaboration this season. The growing youth population in San Bernardino is reflected in the addition of a new high school and junior high school within the city, to be completed in the near future. The city school district's support of cultural programs, naming the California Elementary School as a magnet school for the arts suggests a demand for quality artistic programs to be oftered fur youth, The Canto Bello Master Chorale hopes to target this population dming the coming season by increased collaboration with local youth vocal organizations, including California School, and by offering free admission fur children Wlder 12 years to all concerts this season. The Chorale feels these efforts will encourage youth and young liunilies to participate. The hispanic community in San Bernardino has always had a high emphasis on culture and the arts. The Canto Bello Master Chorale proposes to broaden its audience base through collaborations with local hispanic organizations in the coming season. The Chorale has been approached by the Mexican Consolate and the Inland Empire Hispanic Chamber of Commerce to co-host a musical event during the coming season, which suggests a need fur increased opportunities in the arts within the city's hispanic population. The Canto Bello Master Chorale, with additional funding, will be able to reach a wider audience through increased collaboration with other organizations this year. We have planned an exciting calendar of events fur the season which will hOpefully conclude with a stadium concert that will partner several invited choruses and a full orchestra with the Chorale to perform the Verdi Requiem. We believe a strongly supported choral organization, which hires the resident symphony. is a necessity. The San Bernardino Symphony charges us the same union rates as any other hiring organization, so this is a major expense when we hire an orchestra, The support of the local symphony, though costly, will nol only enhance our own events, but will in turn increase the recognition of the arts in the local community, as well as in the entire Inland Empire. The Canto Bello Master Chorale, with additiooal funding, will be able to broaden it's audience base through increased advertising and promotion. A larger audience base will not only increase the appreciatioo for the arts in the community, but will also strengthen the Chorale's recognition locally. The increased name recognition will help us to achieve a greater funding base, which in turn will enable the Chorale to increase the number of performances and repertory. The Canto Bello Master Chorale, with additional funding, will be able to ensure that we have a consistent level of expertise in conductor, accompanist and soloists, which will help to strengthen OlD' recognitioo in the San Bernardino performing arts community, and help to sustain the reputation we have built. 2 c c , ....... VIII, Intended Results: The Canto Bello Master Chorale anticipates a broader audience base with expanded collaboration. Additional funding through the Fine Arts Grant Program will help the Chorale to achieve the ambitious goals it has set for the coming season. Collaborations with local youth organizations are planned for December of this year, The Chorale's participation in "Lights Around The World", and collaborations we anticipate for our own Christmas Concert will encourage participation from children and young fiunilies. The Canto Bello Master Chorale also intends to offer free admission to children under the age of 12 for all concerts during this season. Grant fimding will help to subsidize the cost of this venture. The Chorale expects that these efforts to target the youth in the community will fuster an increase in our audience base, benefiting approximately 500 children in the community. The Canto Bello Master Chorale hopes to broaden its audience base by targeting increased collaboration with the hispanic community. The Chorale has tentatively scheduled a September Mariachi Concert and will collaborate with local hispanic musicians. Preliminary discussions have also taken place with the Mexican Consolate and the Inland Empire Hispanic Chamber of Commerce to co-host with the Chorale a production of Las Posadas in December at the Orange Show. We anticipate that approximately 500 participants will benefit from these productions. With the requested funding, the Canto Bello Master Chorale will not only be able to provide the additional programs described above, but will also be able to increase its advertising budget which wilI benefit the entire community. Additional fimding will help us to provide proper remuneration for our conductor, and will help to ensure that the level of expertise ofleadership, accompanist and soloists will remain high. The Canto Bello Master Chorale will be able to promote the performing arts of San Bernardino throughout the surrounding communities of the Inland Empire. 3 IX. Total anticipated expenses for this period: .- Staff Costs: '- Salary & Wages Full Time (# Full Time Employees ) $ Part Time (# Part Time Employees ) $ Payroll Taxes (all categories) $ Fringe Benefits: Medical $ Pension $ Other $ Professional Benefits: Union Dues $ Subscriptions $ Other $ Continuing Education: Full Time Employees $ Part Time Employees $ Travel (all categories) $ Professional Fees/Consultants $ Contract Employees: Salary & Wages C Full Time (# Full Time Employees ) $ Part Time (# Part Time Employees 2 ) $ 12.000 Payroll Taxes (all categories) $ 0 Fringe Benefits: Medical $ Pension $ Other $ Professional Benefits: Union Dues $ Subscriptions $ Other $ Continuing Education: Full Time Employees $ Part Time Employees $ Travel (all categories) $ Professional Fees/Consultants $ 32.000 ,. Administrative Costs: Rent: Office Space $ 2,400 Performance $ 6.000 1'''''.."..... Storage $ 564 ~ -more- 4 Maintenance $ - Security $ 2.7')0 '-' Insurance: Office $ Programs $ 1.000 Utilities $ Equipment $ 25.000 Supplies & Materials $ 3.500 Printing/Copying: Office $ 2.000 Programs $ 2.000 Other $ Telephone/Fax/Intemet Services $ 500 Postage/Delivery Services: Office $ 700 Programs $ 1.000 Evaluation/Compliance Services $ Outstanding Loan Payments $ 800 Other: (identify, be specific) Advertisinq $ 6.000 Food & Beveraqe $ 5.000 I"'" $ '-... TOTAL EXPENSES $ 102,714 ~ \",.,. 5 ~ ....... r- '- r;"- I..... X, Total anticipated income for this period: Performances: Subscription Special Performances Contracted Performances $ 40,000 $ $ Identify other local arts organizations, which pay you fees to use your services and amounts paid. I. $ 2. $ 3. $ ~ $ Gifts and Grants Government Grants: Federal $ State $ County $ Gty $ Foundation $ Corporate $ , 7 .000 Federated Campaigns (United Way, etc.) $ 5,700 Individual $ 'i .000 (Please identify any individual(s) who will give more than $5,000 in the funding period) 1. 2. 3. Funds from Support Groups Loans Advertising Sales Product/Publication Sales Other $ $ $ $ $ 1n.nOQ TOTAL INCOME $ 77.700 XI. Amount requested from the San Bernardino Fine Arts Commission: a) b) c) d) Total Expenses (Section IX) Total Income (Section X) AMOUNT REQUESTED (a minus b) Percent of budget $ 102,714 $ 77,700 $ ?'i.0l4 7.4 % 6 - '- c ...--. '-' XII. Future Objectives: What are your contacts and goals for supplemental funding? The Canto Bello Master Chorale intends to seek a highly motivated and enthusiastic individual to handle marketing, sponsor recruitment, and ticket sales for the organization, It is the Chorale's intention that through this individual's professional efforts they will increase interest in the organization, increase participation at events, and increase financial support from the local business community. Some projects would include: o Fonn alliances with local newspaper, radio, and television agencies, as a representative of the organization, for increased publicity opportunities. o Offer suggestions on additional publicity for events and fund-raisers. o Draft a "corporate Sponsor Program" for approval by the board, that describes various levels of sponsorship including suggested dollar values and accompanying recognition package fur each level. o After board approval of the "Corporate Sponsor Program", recruit local and regional businesses for involvement in the program. o Handle all ticket sales fur events and fund raisers, with the exception of those distributed by the board. Additional funding from the Fine Arts Grant Program will help us to initiate this program through contract payments to the individual. Once the program is in place, the increased fund-raising this individual will generate will continue to support the position in the future. In addition to this new marketing plan, the Canto Bello Master Chorale intends to seek additional grant funding through County, State, Federal and Private programs fur the coming season and future years. It is our hope that with an increased funding base through grants, and a more professional fundraising enterprise for continued support, the Chorale will continue to expand opportunities for participation in the arts in San Bernardino and the surrounding communities. 7 ,r , "'" c - '- XIII. Provide a brief historylbackground ofthe organization: History of Canto BeDo Master Chorale The Canto Bello Chorale was fOlmded in the Spring of 1982 by then Director/Conductor Refugio (Ernie) Gomez and a small group of fifteen singers who wanted to keep alive the perfurmance of choral works by major composers, as well as, good choral singing for smaller ensembles. The Canto Bello Master Chorale has presented the works of Bach, Beethoven, Brahms, Durufle, Faure, Gounod, Handel, Haydn, Mozart, Puccini, Rutt<<, Schubert, Bruckner and Vivaldi as well as many others. The Canto Bello Chorale always strives to bring together the best in soloists and orchestra, We hire the Inland Empire Symphony for many of our concerts and also regularly perfurm on the symphony's season, Our soloists are area residents who have performed for many major forums including the Los Angeles Opera, The Canto Bello Master Chorale continues to grow as a performing organization. Last season the chorale had 42 members and anticipates continued growth this season. The Canto Bello Master Chorale has a continuing commitment to provide the City of San Bernardino and the Inland Empire with the best in choral performance. E. Earl Richards IT - Conductor In 1983, Mr. Richards received a Grade VIll Diploma in piano performance and theory from the Royal School of Music in London, England, then earned a Bachelor of arts in Business Administration from Lorna Linda University, followed by a Master of Music in Choral Conducting from the University ofCaliti:>mia, Los Angeles, where he was teaching assistant to Donald Neuen, Director of Choral Activities. He founded and directed the Omni Chorale in Riverside. For three years, he served as assistant conductor for the Riverside Master Chorale. In 1997, he assisted Frank Feta with choral and instrumental rehearsals for the musical production of"Mame" at the Summer Redlands Bowl. The next two years he spent as Director of Vocal Studies foc the Milwaukee High School of Arts in Wisconsin where he was responsible for choral groups, opera wockshop, and a vocal jazz ensemble, as well as writing the Year 2000 High School Vocal Music Curriculuro for the Milwaukee Public School District. Presently Mr. Richards is the vocal arts instructor at Claremont High School in charge of three choirs and two musical theater groups. Mr. Richards assumed his duties with the Canto Bello Master Chocale on JanlW')' 8, 200 \. CERTIFICATION, ~ Project Officer: " ,/ ..{ Title Secretary To''I'OOoo No.' '909' 8~ "'" . 7/14/01 ~ Board President (or Authorized Signatory) ~1Jd/1../j K pf,,;fH~ ~ ' ~ Telephone No.: ~ /-0/ 74-0 Date 7/14/01 R .;.. '-' c r' '- Executive Board, Officers and Board of Directors members. (Include names, addresses, telephone numbers, position held on board of directors, occupation and years served on board of director ofthis organization) Canto Bello Master Cborale - Board of Directors 2000-2001 president Howard Knowlton Clinical Psychologist 1251 E. Lugonia, #91 RedIands, CA 92374 (909) 793-0430 Board Member - 3 years Vice President - External Y oma C1eeves Retired Administrator 26284 Orchid Dr. fligJ>laM, CA 92346 (909) 864-0381 First year as a Board Member Vice President - Internal Barbara Cruickshank Outreach Services Coordinator 29343 Clearview Ln. Fig}lland, CA 92346 (909) 864-0683 First year as a Board Member Secretary Janie Lynch Golf Course Supervisor 1648 Morgan Rd. San Bernardino, CA 92407 (909) 887-2053 First year as a Board Member Treasurer Florence Littlefield Retired ~ered Nurse 758 W. 24 Street San Bernardino, CA 92405 (909) 882-7146 Board Member - 10 years Parliamentarian Anna Marie McAfee Registered Nurse 2827 Ladera Rd. San Bernardino, CA 92405 (909) 881-1181 Board Member - 6 years Conductor E. Earl Richards II 26565 Orange Ave. Redlands, CA 92373 (909) 335-2286 9 ,- "- Canto Bello Master Chorale Financial Summary - 2000-2001 Concert Season Expenditures: Administrative PhOne/Fax/Internet Loan Payments Rent - Concert Facilities Rent - Rehearsall=acilities Rent - Storage Facilities Music Postage Printing Advertising Insurance Food & Beverage Equipment RentallRepair Supplies & Materials Soloists Musicians Employee Salaries $279.56 $480.00 $3.570.00 $2.535.00 $1.600.00 $651.00 $1.195.34 $660.00 $1.958.47 $2,402.61 $310.04 $598.01 $754.00 $60.95 $4.200.00 $3.962.50 $8.000.00 Total Expenditures $33.217.48 J''''''- '- Income Fundraisers DueslMusic DonationS Grants Ticket Sales Interast Income Program Advertisements Loans $4.943.26 $2,050.50 $4.045.00 $10.000.00 $11.460.00 $23.52 $405.00 $800.00 Total Income $33.727.28 r- '- 10 c ,""" ( - r '- Canto Bello Master Chorale Fine Arts Grant Disbursements 2000-2001 $4000 was received from the San Bernardino Fine Arts Commission for general Chorale functions and administrative needs. Funds were disbursed as fullows: Salaries (Administrative Cost) Rent (Sturges Auditorium) Soloists (Grand Night Concert) Advertising (Grand Night Concert) Printing (Grand Night Concert) Postage (Grand Night Concert) Music (Grand Night & Christmas Concerts) Concert Insurance (partial payment) $1000.00 $ 740.00 $ 500.00 $ 715.95 $ 274.76 $ 462.00 $ 281.22 $ 26.07 $4000.00 Total Disbursed $6000 was received from the San Bernardino Fine Arts Commission for an Opera event. A production of "La Boheme" was conducted on Saturday, March 31,2001 at the Sturges Center Auditorium. Funds were disbursed as follows: Soloists Musicians Stage Director (partial payment) $2800.00 $2512.50 $ 687.50 $6000.00 Total Disbursed 11 Synopsis: Inland Dance Theatres Inc. The Inland Dance Theatre will present the 26th production of Tchaikowsky's Nutcracker Ballet on December 6-9,2001 at the California Theatre. During these past 25 years over 100,000 school children have viewed with delight a live ballet. Both cast and audience is drawn from the Inland Empire. Special rates are given to youth and low-income families. The Nutcracker Ballet has become an established holiday tradition in the City of San Bernardino. . Estimated attendance - 7,500 . Number of performances - 5 . Estimated costs - $115,750.00 . Estimated income - $95,750.00 . Grant requested - $20,000.00 . Fine Arts Commission recommends - $10,000.00 c 1 2 3 4 5 6 7 8 9 10 11 12 13 RESOLUTION OF THE MAYOR AND COMMON COUNCIL Of THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE INLAND DANCE THEATRES, INC. FOR THE PROMOTION OF ARTS AND CULTURE 1 HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof. held on the _ day of ,2001, by the following vote, to wit: Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA LIEN MCGINNIS SCHNETZ SUAREZ <:: 14 ANDERSON - "- 15 16 17 18 19 20 21 22 23 24 25 26 27 28 MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: By: ~ '-' c 1 2 3 4 5 6 7 8 AGREEMENT Fine Arts Funding THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as ~City" and the Inland Dance Theatres, Inc., a non-profit organization, referred to an ~Organization" The parties agree as follow: 1. Recitals. A. Organization has requested financial 9 Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal (hereinafter ~the proposal") approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The 14 financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. 10 11 12 13 15 16 17 18 B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. 19 Payment. Upon presentation of a claim to the Office, City shall pay to Organization from the 20 2 . Mayor's 21 22 23 24 25 .-<- 26 "- 27 28 -1- .r- '-' c ~,-- \..... 27 28 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE IN~AND DANCE THEATRES, INC. FOR THE PROMOTION OF THE ARTS AND 2 CULTURE. 3 4 budget for the 2001-02 fiscal year, the total sum of $10,000.00 dollars, to cover the costs per Fine ArLs 5 grant application agreement. 6 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in 7 Paragraph 1 and in strict compliance with the provisions 8 set forth in the agreement. No deviation from the agreement shall be made without the expressed approval of 9 the City of San Bernardino. Said funds shall be expended by June 30, 2002, and any unexpended funds shall be 10 returned to City by Organization. 11 4. Accounting. Within 20 days after the 12 completion of the event, the Organization shall submiL LO the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with said event as it relates to the fund which were provided by the City. Financial records shall be maintained in accordance with generally accepted accounting principles by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and records of Organization are to be kept open for inspection at any time during the business day by City or its officers or agents. Failure to submit financial records in accordance with this section result in the Organization reimbursing the City. 13 14 15 16 17 18 19 20 the the will covenants and harmless the City liabilities and 5. Hold Harmless. Organization agrees to defend, indemnify, and hold 21 and its employees and agents from all charges, 22 23 24 25 26 -2- r '-' c -, '-' 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE INLAND DANCE THEATRES, INC. FOR THE PROMOTION OF THE ARTS AND 2 CULTURE. 3 4 expenses (including counsel fees), suits or losses 5 however occurring, or damages arising or growing out of the use or receipt of the funds paid hereunder and all 6 operations under this agreement. Payments hereunder are 7 made with the understanding that the City is not involved in the performance of services or other activities of 8 Organization. Organization and its employees and agents are independent contractors and are, not employees or 9 agents of the City in performing said services. The costs, salary and expenses of the City Attorney and 10 members of his office in enforcing this agreement on behalf of the City shall be considered as "counsel feesH 11 for the purposes of this paragraph. 12 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid hereunder for any reason by mailing a ten-day written 14 notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 13 15 16 17 18 19 20 21 22 23 24 25 26 27 28 7. Assignment. its interest in this approval of City. Organization shall not assign Agreement without the prior written 8. Insurance. Organization shall take out and aintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- r- '-' r- \.- r \....- 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE INLAND 2 DANCE THEATRES, INC. FOR THE PROMOTION OF THE ARTS AND 3 CULTURE. 4 5 Agents and employees, Organization and its agents performing act covered by this Agreement from the claims 6 for property damage for personal injury, including death, 7 as well as from claims for property damage which may arise from Organization's or its agents' operation 8 hereunder, whether such operations be by Organization or its agent or by anyone directly or indirectly employed by either Organization or its agents, and the amounts of such insurance shall be as follows: 9 10 11 (a) Public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 (b) less than person on Property Damage Insurance'. In an amount not 50,000 for damage to the property of each account of an occurrence. (c) Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights of subrogation under such poI icy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- - l 1 "- 2 3 4 5 6 7 8 9 c .~, '- AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE IN~AND DANCE THEATRES, INC. FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as fol1ows: 10 As to City: 11 Mayor's Office 12 City of San Bernardino 300 North ftD" Street 13 San Bernardino, CA. 92418 As to Organization: Jean Roche, President Inland Dance Theatres, Inc. P.O. Box 3691 San Bernardino, CA. 92413 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. DATED: -5- i~ '- 1 2 3 4 5 6 7 8 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE INLAND DANCE THEATRES, INC. FOR THE PROMOTION OF THE ARTS AND CULTURE. 9 CITY OF SAN BERNARDINO Judith Valles, Mayor ATTEST: 10 Rachel G. Clark, City Clerk ".,...... '-- c 11 12 13 Approved as to form 14 and legal content: 15 16 17 18 19 20 James F. Penman City Atto ney By: 21 22 23 24 25 26 27 28 ORGANIZATION -6- ,-- "- c L . . PERFORMING ARTS - GRANT APPLICATION FORM CITY OF SAN BERNARDINO - FINE ARTS COMMISSION --------------...------------------------------------------------------------------------------------------- I. Applicant Organization (Name, Address, etc.) Inland Dance Theatre's Inc. P.O. Box 3691 San Bernardino 92413 Telephone No. (909) 783-4824 Non-Profit I.D No. 07033047 Number of years in existence 25 ------------------------------------------------------------------------------------------------------------ II. Contact Person: Jean Roche Title: President Telephone No.: (909) 783 -4824 Ill. Program Category Under which Support is Requested: Dance IV. Period of Support is Requested: September 8, 2001 through December 9,2001 Program Description: Inland Dance Theatre's Inc. (IDT) will present the 26th production of Tachaikowsky's Nutcracker Ballet with the San Bernardino Symphony to the community of San Bernardino and surrounding areas, drawing an audience from diverse groups of people. The performances will be December 6, 7, 8, and 9th at the California Theatre of Performing Arts. During the past 25 years over 100,000 school children have attended the Nutcracker Ballet. We are happy to be able to continue to bring a live performance of the Ballet and Symphony into the lives of the children. We keep the quality of this production at a high level. This year we intend to bring Jennifer Blake a local dancer, who now performs with the San Francisco Ballet back to perform the role of Sugar Plum Fairy. Our Desire is to encourage our young dancers and inspire them to a higher performance level. The opportunity to work with a local person, who is now a professional, will provide tangible evidence that dedication and work help achieve goals. Both of our cast and audience is drawn from the diversified community of the Inland Empire. Many residents are on some type of state or federal aid and would not be able to attend or perform in Nutcracker Ballet if we did not provide a special rate for the youth and underwrite performance costs. This exposes youth from disadvantaged families to the enrichment of the arts. For many families the Nutcracker is an established Holiday tradition. We hope to increase our audience each year by special outreach programs in the schools and communities. c c r"'" "'- VI. Estimated number of persons expected to benefit from this program: A) Number of persons by paid attendance: 6.500 ill Number of persons by complimentary admission: 1.000 C) Number of performances scheduled ~ .ill Total attending all performance (a plus b) 7.500 VIII. Need Statement It is our intent to inspire enthusiasm for dance, music, and theatre in the community by exposing the youth in the Inland Empire to these art forms. Each year the cast of the Nutcracker Ballet is comprised of 98% local talent of all ages, ethnicity and social- economic background. This exposure to the arts is essential to the quality and vitality of the Inland Empire. Such opportunities would be vastly reduced without the Nutcracker Ballet performance. Our website has been in existence for two years and has been another avenue of advertising our performance to the community. As we become more proficient we will add the audition forms and electronic tickets to our site. As in past years several of our company dancers are performing in Junior University programs, Redland Festival Ballet and school shows. Their past Nutcracker experience has provided these dancers with experience and opened new venues of performing to them. We are proud that many of our previous company members are enrolled in dance programs in universities such as VCLA and VCR. C VIII. Intended Results: It is our intent to inspire enthusiasm for dance, music and theater in the community by exposing the youth in the Inland Empire to these art forms. Each year the cast of the Nutcracker Ballet is comprised of 98% local talent of all ages, ethnicity and socio Economic background. This exposure to the arts is essential to the quality and vitality of the Inland Empire. Such opportunities would be vastly reduced without the Nutcracker Ballet Performances. Our website has been in existence for two years and has been an avenue of advertising our performance to the community. As we become more proficient we will add the audition forms and electronic tickets to our site. As in past years several of our company dancers are performing in Junior Universities productions, Red1and Festival Ballet and school shows. These dancers past Nutcracker experience has provided these dancers these dancers with experience ana opened new venues of performing to them We are proud that three of our company members are enrolled in the dance programs At the University of California Irvine. One of our dancers is teaching Ballet at UCLA c ,-.. Ir.",... r- IX. Total Anticipated expenses for this period. "- Staff Costs: Salary & Wages Full Time (# Full Time Employees Part Time (# Part Time Employees Payroll Taxes (all categories) Fringe Benefits: Medical Pension Other Professional Benefits: Union Dues Subscriptions Other Continuing Education: Full Time Employees Part Time Employees Travel (all categories) Professional FeeslConsultants c Contract Employees: Salary & Wages Full Time (, #Full Time Employees) Part Time (#Part Time Employees Payroll Taxes (all categories) Fringe Benefits: Mediacal Pension Other Professional Benefits: Union Dues Subscription Others Continuing Education Full Time Employees Part time Employees Travel (all Categories) Professional Fees/Consultants: Administrative Costs: Rent: Office Space Performance Space Storage t- '- nla nla $ nla nla nla nla nla nla nla nla nla nla nla nla $27.550 $1.760 na na na na $200 na na $1,000 $700 Company Classes Flights for Guest art na $2,400 $11,765 $2,400 Auditionlrehearsal Spa C Maintenance $2,100 Secuity Insurance Office Programs $750 Utilities Equipment Supplies & Materials $3.050 Printing/Copying: Office $2,220 Programs $4,500 Other T elephone/F ax/I nternet/Services: $200 Postage/Delivery Services: Office $400 Programs Evaluation/Compliance Services Outstanding Loan Payment $0 Other (identify be specific) Orchestra $39,530 California Theatre Rental $11.765 Advertising $3.500 C TOTAL EXPENSE $115.750 c r" "- c c X. Total anticipated income for this period: Performances: Subscription Special Performances Contracted Performances 18000 51250 Identify other local arts organizations. which pay you fees to use your services and amounts paid. 1 2 3 4 Gifts and Grants Government Grants: Federal State County City Foundation Corporate Federated Campaigns (United Way, etc) Individuai (Please Identify any individual who will give more than $5,000 in the funding period) 1 2 3 Funds from Support Groups Loans Advertising Sales Product/Publication Sales Other TOTAL INCOME 20000 8000 3000 2000 6000 7500 115750 XI. Amount requested from the San Bernardino Fine Arts Commission: a) Totai Expenses Section IX.) b) Totai Income (Section X) c) AMOUNT REQUESTED (a minus b) d) Percent of Budget 115750 95750 20000 20.88% NU:rCRACKER c}.1X/ BUDGET c BUDGET 2001 BUDGET 2000 ACTUAL 2000 BUDGETED 2001 ACTUAL 2001 ORCHESTRA :541,000.00 $49,500.00 $39,500.00 TAPE $250.00 $0.00 $250".00 STANDS & CHAIRS $200.00 $200.00 $200.00 ARTISTIC DIR. REHEARSAL $7,000.00 $7,000.00 $7,000.00 GUEST ARTISTS $6,600.00 $7,600.00 $8,600.00 HOUSING GUEST ARTIST $200.00 $0.00 $200.00 TRANSPORT GUEST ARTIST $300.00 $0.00 $500.00 COMPANY CLASSES $800.00 $800.00 $1,000.00 STAGE MANAGER $950.00 $950.00 $950.00 CALIFORNIA THEATRE $11,580.00 $11,580.00 $11,765.00 STAGE HANDS AND LIGHTING $10,500.00 $11,000.00 $11,500.00 RENT AUDITIONS & REHEARSAL $2,400.00 $2,400.00 $2,400.00 SET REPAIR & MAINTENANCE $500.00 $538.00 $900.00 SET & COSTUME STORAGE $1,200.00 $1,200.00 $1,200.00 GROSH DROPS $800.00 $850.00 $800.00 OTHER DROPS $800.00 $900.00 $950.00 PROP RENTALS & STORAGE $600.00 $400.00 $600.00 DRY ICE $400.00 $784.00 $450.00 MOVE SETS $400.00 $200.00 $500.00 NEW COSTUMES $1,000.00 $1,200.00 $1,000.00 COSTUMES REPAIR/MAIN $1,000.00 $800.00 $1,200.00 SEAMSTRESS $1,200.00 $1,000.00 $1,200.00 COSTUME RENTALS $800.00 $480.00 $600.00 CLEANING COSTUMES $1,000.00 $975.00 $1,000.00 MAKE-UP $350.00 $245.00 $300.00 STAGE SUPPLIES $250.00 $355.00 $350.00 ADVERTISING $4,000.00 $5,800.00 $3,500.00 ALL PRINTING $1,000.00 $1,200.00 $1,000.00 ART/PHOTOGRAPHY $1,200.00 $850.00 $850.00 PHOTOGRAPHY $700.00 $600.00 $1,200.00 PRINT TICKETS $150.00 $0.00 $200.00 INSURANCE $750.00 $730.00 $750.00 OFFICE SUPPLIES $500.00 $300.00 $300.00 POSTAGE $300.00 $450.00 $400.00 TICKET & STAFF $2,500.00 $1,210.00 $2,500.00 CITY PERMITS . $200.00 . $125.00 $125.00 CAST FLOWERS & GIFT $300.00 $800.00 $800.00 PARTY FOOD/CAST $1,000.00 $1,100.00 $800.00 FUNERALS/HOSP.ETC $500.00 $200.00 $200.00 DUES $200.00 $200.00 $200.00 MISC. SWEETS/CANDY $2,500.00 $3,500.00 $3,510.00 THEATER PROGRAMS $3,000.00 $4,444.00 $4,500.00 TOTAL EXPENSES $110,880.00 $122,466.00 $115,750.00 $0.00 c c INCOME BUDGET 2000 ACTUAL 2000 BUDGET 2001 ACTUAL 2001 PUBLIC TICKETS SALES $40,000.00 $33,726.00 $39,250.00 SCHOOL PARTICIPATION $16,500.00 $15,350.00 $18,000.00 FRIDAY SHOW $12,000.00 $10,595.00 $12,000.00 FOUNDERS MONEY $4,000.00 $1,100.00 $3,000.00 REGISTRATION FEES $6,000.00 $3,500.00 $7,500.00 CANDY SALES $2,500.00 $6,083.00 $5,000.00 PROGRAMSrr-SHIRTS $1,000.00 $2,736.00 $500.00 THEATRE SALES $2,500.00 $2,746.00 $500.00 GRANTS/MUSIC/ARROWHEAD $4,000.00 $5,000.00 $8,000.00 SB FINE ARTS COMMISSION $25,000.00 $15,550.00 $20,000.00 ADS $9,500.00 $9,500.00 $2,000.00 TOTAL INCOME $123,000.00 $105,886.00 $115,750.00 $0.00 r' '- XII. Future Objectives: What are your contacts and goals for supplemental funding? We are committed to finding ways to fund our performances through aggressive fund raising projects such as: 1) presenting special performances for target groups (such as Youth organizations, senior citizen groups, or church groups in the area); 2) requesting grants from large corporations; and 3) increasing publicity to improve attendance. We have sent out fund raising letters to major companies in the area. Weare rnuch stronger this year. Most of the plans for the production are being placed in motion with eight board members in attendance at most meetings. Because of this strength, we look forward to producing many quality ballet performances in the future. c c ,- '- X 111. Provide a Brief Historylbackground of the organization The Nutcracker Ballet was first presented in 1976 by Judy Knoerr. This production was the combined efforts of the San Bernardino Valley Community Concert Association, the City Unified School District and numerous volunteers. The First Production was performed to tape music. The next year we put together our own orchestra under the direction of James Guthrie. In 1977 we started Community Arts Productions, a community based non-profit corporation. We are proud to say we have been able to hire the San Bernardino Symphony for the past several years to provide orchestration for us. In 1987 we changed the name of Community Arts Productions to Inland Dance Theatre's Inc. to reflect the other communities that we serve. c The generosity of individuals, organizations, governmental agencies and other businesses has enabled Inland Dance Theatres, Inc. to assemble productions far beyond the scope of most companies. Our goal remains the same today, as it was when the first Nutcracker was produced. We strive to bring quality performances to the community and to brighten the lives of school children from diverse backgrounds that might never have a chance to see a live performance or cultural event of this nature without assistance. CERTIFICATION: Project Officer: Jean Roche Title: President Telephone No.: 909 783-4824 ye: ~/Ol Board president~ Authorized ~ilnato _jJ, ..1. ,/ Telephone No.: tJII ~/.3-.ltz-'1 -~ , '- c Executive Board, Officers and Board of Directors Members (Jncll1!l~ names, addresses, telephone numbers, position held on board of directors, occupation and years served on board of director of this organization) Aldape, Annette Board Member 10 Years 1160 E. 28Th Street Teacher San Bernardino, 92404 909883-21664 Amendt, Tony Advertising 15 Years 515 Iris Street For shows Redlands, 92373 Manager 909 793 1272 Darlene Blake Treasurer 10 Years 5961 Rogers Lane Manager Dance San Bernardino 92404 Studio 909 862 0640 Evans, Lynette Board Member 6 Years 2843 Fremontia Radiologist San Bernardino 92404 909 883 2861 Easley, Steve Board Member 2 Years 1235 Hemlock C Business Owner San Bernardino 92404 909 884-5280 Fugate, Wayne Board Member 4 Years 6359 Azalea Ave Computer Programmer San Bernardino 92407 909 884 2631 Klars, Mariane Board Member 1- Year 1050 W Marshall Blvd Teacher San Bernardino 92405 909 882 6239 Newman, Evie Secretary 4 Years 1213 Anthony Street Teacher Redlands, 92374 Choreographer 9097947975 Toney, Leah Board Member 4 Years 995 W. 59th Street Office Administrator San Bernardino 92409 909 886 9090 .,.",........ \,... C Page 2 Quiggle, Kevin Board Member 1 Year Business Owner Roche, Jean President lOT 12 Years Supervisor Auto Club Bethel Guardian/Deputy Grand Guardian Job's Daughters r \ow t'"- '- 4674 N Sepulveda San Bernardino, 92405 9098862173 22392 Ladera Street Grand Terrace. 92313 909 783-4824 Synopsis: Junior University of San Bernardino, Inc. Junior University of San Bernardino, Inc. began in 1962 as a Children's summer activity in the backyard of Robert Henleys' home. Junior University's productions moved to a larger venue in 1965 - The Perris Hill Park Bowl. Each June many hundreds of children and adults participate in open auditions. A cast of 65-80 are selected. Ages range from 10 years and older. The season opens in mid-July for a 14 night run. Free tickets are provided, to Goodwill Industries, Hill Acres Children's Home, Center ofIndividuals with disabilities and other City Institutions. Estimated attendance -14,000 Number of performances -14 Estimated costs - $128,170.00 Estimated income - $116,220.00 Amount requested - $11,950.00 Fine Arts Commission recommends - $7,500.00 c 1 2 3 4 5 6 7 8 9 10 11 12 13 RESOLUTION OF THE MAYOR AND COMMON COUNCIL Of THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE JUNIOR UNIVERSITY OF SAN BERNARDINO, INC. fOR THE PROMOTION OF ARTS AND CULTURE I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof: held on the _ day of ,2001, by the following vote. to wit: Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA LIEN MCGINNIS SCHNETZ SUAREZ C 14 ANDERSON ~ '-' 15 16 17 18 19 20 21 22 23 24 25 26 27 28 MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: By. ~ '-' ~. L /..-.. '-- 1 2 3 4 5 6 7 8 AGREEMENT Fine Arts Fundinq THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as nCity" and the Junior University of San Bernardino, Inc., a non-profit organization, referred to an nOrganization" The parties agree as follow: 1. Recitals. A. Organization has requested financial Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal (hereinafter nthe proposal") approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The 14 financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. 9 10 11 12 13 15 16 17 18 19 20 21 22 23 24 25 26 27 28 B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. 2. Payment. Upon presentation of a claim to the Mayor's Office, City shall pay to Organization from the -1- .,.-. '-' r' \.- /- '-' 27 28 1 2 3 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE JU~IC~ UNIVERSITY OF SAN BERNARDINO, INC. FOR THE PROMOTION OF THE ARTS AND CULTURE. budget for the 2001-02 fiscal year, the total sum of $7,500.00 dollars, to cover the costs per Fine Arts grant 5 application agreement. 6 7 8 9 4 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in Paragraph 1 and in strict compliance with the provisions set forth in the agreement. No deviation from the agreement shall be made without the expressed approval of the City of San Bernardino. Said funds shall be expended by June 30, 2002, and any unexpended funds shall be 10 returned to City by Organization. 11 4. Accounting. Within 20 days after the completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with said event as it relates to the fund which were provided 14 by the City. Financial records shall be maintained in accordance with generally accepted accounting principles by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and records of Organization are to be kept open for inspection at any time during the business day by City or its officers or agents. Failure to submit financial records in accordance with this section result in the Organization reimbursing the City. 12 13 15 16 17 18 19 20 the the will covenants and harmless the City liabilities and 5. Hold Harmless. Organization agrees to defend, indemnify, and hold 21 and its employees and agents from all charges, 22 23 24 25 26 -2- - L c ,"-' '- 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE JUNIOR UNIVERSITY OF SAN BERNARDINO, INC. FOR THE PROMOTION OF THE ARTS AND CULTURE. expenses (including counsel fees), suits or losses 5 however occurring, or damages arising or growing OUe of the use or receipt of the funds paid hereunder and all 6 operations under this agreement. Payments hereunder are made with the understanding that the City is not involved 7 in the performance of services or other activities of 8 Organization. Organization and its employees and agents are independent contractors and are not employees or 9 agents of the City in performing said services. The costs, salary and expenses of the City Attorney and members of his office in enforcing this agreement on behalf of the City shall be considered as "counsel fees" for the purposes of this paragraph. 10 11 12 13 14 15 16 17 18 19 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 7. Assignment. Organization shall not assign its interest in this Agreement without the prior written 21 approval of City. 20 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and maintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- ,-- f '-' r '- .--- '-' 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE JUNIOR 2 UNIVERSITY OF SAN BERNARDINO, INC. FOR THE PROMOTION OF 3 THE ARTS AND CULTURE. 4 5 Agents and employees, Organization and its agents performing act covered by this Agreement from the claims 6 for property damage for personal injury, including death, as well as from claims for property damage which may 7 arise from Organization's or its agents' operation 8 hereunder, whether such operations be by Organization or its agent or by anyone directly or indirectly employed by 9 either Organization or its agents, and the amounts of such insurance shall be as follows: 10 11 12 la) public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. 13 14 15 16 17 18 (b) less than person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. Ic) Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights 21 of subrogation under such poI icy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. 19 20 22 23 24 25 26 27 28 (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- ,- I '-' 2 3 4 5 6 7 8 c - '- AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE JUNIGK UNIVERSITY OF SAN BERNARDINO, INC. FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: 9 10 As to City: As to Organization: Mayor's Office 11 Ci ty of San Bernardino Jerry Long, President Junior University of San Bernardino, Inc. P.O. Box 6471 San Bernardino, CA. 92412 12 13 14 15 16 17 300 North aD" Street San Bernardino, CA. 92418 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such 18 document or instrument, the terms and conditions of this Agreement shall prevail. 19 20 21 22 23 24 25 26 27 28 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. DATED: -5- ;- 1 '-' 2 3 4 5 6 7 8 9 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE JUNIOR UNIVERSITY OF SAN BERNARDINO, INC. FOR THE PROMOTION OF THE ARTS AND CULTURE. CITY OF SAN BERNARDINO Judith Valles, Mayor 10 11 ATTEST: 12 Rachel G. Clark, City Clerk 13 C ORGANIZATION 14 15 Approved as to form 16 and legal content: 17 James F. Penman 18 City Attorney 19 20 By: 21 22 23 24 25 ...-- 26 \..-. -6- 27 28 .' PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Commission c I. Applicant Organization (Name, Address, etc.) Junior University of San Bernardino, Inc. PO Box 6471 San Bernardino CA 92412 Telephone No. (909) 889-0833 Non-Profit I.D. No. D-0496913 Number of Years in Existence Thirty-nine II. Contact Person: Jerry Lona Title: President Telephone No.: ~ 864-7289 III. Program Category Under which Support is Requested: Theater IV. Period of Support Requested: From: 01/01/2002 Through (Starting) 12/31/2002 (Ending) V. Program Description: c Junior University Musical Theatre will provide.the residents of San Bernardino and the Inland Empire with a William R. Dixon original adaptation of 'Snow White.' This musical theater work, including a live orchestra, will involve over 200 young people in all aspects of production. This show, last performed in 1989, has been a favorite with audience. It is a perfect way to celebrate our fortieth anniv~rsary. Junior University's General Manager, Jeff Grande, will oversee all expenditures of funds for this program. Brian Sandahl, Creative Director, will control the artistic aspects of the production. c Open auditions will be held the first two Saturdays in May, with rehearsals starting right after Memorial Day. We anticipate an audience of over 14,000 people will attend our production over a fourteen-night run, from July 19 through August 3. An entire family can attend our show for only twelve dollars. The low ticket prices afford a live musical experience to a diverse cross-section of the cOllUllunity. Page 1 c c c VI. Estimated number ofpenons expected to benefit from this program: a) Number of persons by paid attendance: 13,300 b) Number of persons by complimentary admission: 700 c) Number of performances scheduled: 14 d) Total attending all performance (a plus b): 14,000 VII. Need Statement: Junior University intends to meet the following needs of the local San Bernardino area. Provide a forum for approximately 200 local children and adults to perform in an educational environment under professional direction in music, drama, dance, and stagecraft. Junior University offers the exposure to live theater that has been cut from many school programs. The number of qualified young people at auditions is evidence of the reduction in school musical activities. Provide wholesome entertainment specifically designed to encourage family attendance. Offer the experience of quality musical theater, with a live orchestra, to a segment of the community that can not afford 'professional' prices. Wholesome entertainment and special family ticket pricing combine to make a Junior University production enjoyable for the entire family. The number of families attending our productions provides the best proof of the need for affordable family entertainment. .. Page 2 c c c . VllI. Intended Results: The arts are an essential part of a community's well-being. It is important that all social and economic segments have accessibility to the arts. Junior University strives to reach everyone. Funding from our community partners has allowed us to donate tickets to a wide range of organizations. Past beneficiaries are Goodwill Industries, San Bernardino City Parks and Recreation Department, Center for Individuals with Disabilities, Easter Seal after-school program, Hillview Acres Children's Home, Childhelp USA and San Bernardino Adult School Developmentally Disabled. In 2001, JU provided the County of San Bernardino Department of Children Services 100 reduced-rate family tickets for their foster parent program. The 'family ticket' is a Junior University exclusive in the Inland Empire. For twelve dollars the entire family, two adults and their children under 18 years, can attend the show. This is a benefit for those larger families .that would today pay $40 just to see a movie. JU continues a program of providing coupons good for two free youth admissions with a paid adult ticket. This program extends the family entertainment opportunity to the single-parent households. . .. The success of our efforts to provide accessible theater can be measured by the number of people attending and the average cost per person. In 2000 there were 16,795 attending at an average cost of $3.32 per person. Page 3 IX. Total anticipated expenses for this period: Staff Costs: C Salary & Wages Full Time (# Full Time Employees 0 ) $ 0.00 Part Time (# Part Time Employees 0 ) $ 0.00 Payroll Taxes (all categories) $ 0.00 Fringe Benefits: Medical $ 0.00 Pension $ 0.00 Other $ 0.00 Professional Benefits: Union Dues $ 0.00 Subscriptions $ 0.00 Other $ 0.00 Continuing Education: Full Time Employees $ 0.00 Part Time Employees $ 0.00 Travel (all categories) $ 0.00 Professional Fees/Consultants $ 1,400.00 Contract Employees: Salary & Wages Full Time (# Full Time Employees 0 ) $ 0.00 C Part Time (# Part Time Employees 0 ) $ 0.00 Payroll Taxes (all categories) $ 0.00 Fringe Benefits: Medical $ 0.00 Pension $ 0.00 Other $ 0.00 Professional Benefits: Union Dues $ 0.00 Subscriptions $ 0.00 . Other $ 0.00 Continuing Education: Full Time Employees $ 0.00 Part Time Employees $ 0.00 Travel (all categories) $ 0.00 Professional Fees/Consultants $ 39.130.00 Administrative Costs: Rent: Office Space $ 0.00 Performance $ 0.00 Storage $ 11,520.00 C -more- Page 4 Maintenance $ 1,650.00 Security $ 6,520.00 Insurance: C Office $ 0.00 Programs $ 2,900.00 Utilities $ 560.00 Equipment $ 3,500.00 Supplies & Materials $ 21,850.00 Printing/Copying: Office $ 0.00 Programs $ 9,150.00 Other $ 0.00 T elephone/FaxlIntemet Services $ 1,025.00 PostagelDelivery Services: Office $ 0.00 Programs $ 800.00 Evaluation/Compliance Services $ 350.00 Outstanding Loan Payments $ 0.00 Other: (identify, be specific) Advertisinq / PR $ 7 ,895..00 Concession / Sale Items $ 13,920.00 Bowl / Staqe Improvements $ 6,000.00 C TOTAL EXPENSES $128,170.00 c Page 5 X. Total anticipated income for this period: c Performances: Subscription Special Performances Contracted Performances $ 46,650.00 $ $ Identify other local arts organizations, which pay you fees to use your services and amounts paid. 1. NONE $ 2. $ 3. $ 4. $ Gifts and Gnnts Government Grants: Federal $ 0 . 00 State $ 0 . 00 County $ 0.00 City $ 0 . 00 Foundation $ 8,000.00 Corporate $ 9,000.00 Federated Campaigns (United Way, etc.) $ 0.00 Individual $ 9,700.00 (Please identify any individual(s) who will give more than $5,000 in the funding period) 1. NONE 2. 3. Funds from Support Groups Loans Advertising Sales ProductlPublication Sales Oili~ (Interest, sub-rent) c $ 0.00 $ 0.00 $ 11,500.00 $ 26,670.00 $ 4,700.00 TOTAL INCOME $ 116,220.00 XI. Amount requested from the San Bernardino Fine Arts Commission: c a) b) c) d) Total Expenses (Section IX) Total Income (Section X) AMOUNT REQUESTED (a minus b) Percent of budget $ 128,170.00 $ 116,220.00 $ 11,950.00 9.3% Page 6 c c c . XII. Future Objectives: What are your contacts and goals for supplemental funding? The Board of Directors is continually exploring additional sources to offset budget expenses. Our goal is to keep ticket prices from increasing. There is a wide range of donation options provided. These include the cast bowl-a- thon, individual donations, program advertisements, and corporate sponsors. Thirty-six percent of our 2000 income came from donations. The corporate sponsor program, started in 1993, has brought in over $110,000. Past Sponsors include: Edison International, The Thomas J. Long Foundation, Wal-Mart Foundation, Bank of America Foundation, The Kenneth T. & Eileen L. Norris Foundation, Fieldstone Foundation, Prime-Line Products Co., TRW Foundation, Wells Fargo Foundation, Arrowhead Credit Union and San Manuel Band of Mission Indians. We continue to add to the list. In December of 2000, Junior University launched the William R. Dixon Memorial Endowment Fund. The purpose of this fund is to preserve, protect and produce the original works of William R. Dixon. Our plan for the endowment is to develop a strong base of community support and then to reach out to major corporate and private foundations. We anticipate use of the endowment interest in two to three years. The endowment will help Junior University and other theater groups offset the costs of producing a Billy Oixon musical. The Board of Directors strongly believes that adherence to our budget is a critical element to sustainability. While Junior University strives to produce a quality show, we will not take on the burden of debt. The Fine Arts Commission's continual emphasis on the need for the arts in a healthy community is key to helping Junior University. Your help is needed to inform the city government, the businesses and individuals of the importance of the arts in San Bernardino. With this help, our job of expanding our support base is made easier. Page 7 c c c XIII. Provide a brief historylbackground ofthe organization: Junior University began in 1962 as a children's summer activity in the backyard of Robert and Barbara Henley. One hundred and fifty people saw the first show. Since 1963, Junior University's musical shows have been original adaptations of familiar children's stories written and scored by William R. Dixon. In 1965 the Henleys with William and Patricia Dixon formed a non-profit corporation. That year, the popular productions found a home at Roosevelt Bowl in San Bernardino's Perris Hill Park. A full orchestra composed of local musicians and students was added in 1968. In 1994 Mr. Dixon passed away. Junior University continues our summer family tradition by updating shows from 25 original musicals written by William R. Dixon. These musical adaptations are based on classic fairy tales or children's stories and are all targeted for a family audience. For almost forty years, Junior University has provided San Bernardino and the Inland Empire the best family entertainment while offering an exciting and educational experience for young people. Cast members range from 9 years old to beyond college age, with teenagers as the majority. Because Junior University is such a large commitment in both time and energy, it often involves the entire family. The rewarding learning experience is a wonderful opportunity for new friendships in addition to providing a stepping stone for those interested in professional and community theater. CERTIFICATION: lM=,J...Gc-.. ,... Project Officer: - Telephone No.: (909) 887-8118 Board President (or Authorized Signatory) Telephone No.: (909) 393-9353 Page 8 Executive Board, Officen and Board of Direeton memben. (Include names, addresses, telephone numbers, position held on board of directors, occupation and years served on board of director of this organization) C Member Position Years Occupation / Address Phone No. Chris Allmon 16 Store Manager, Long's Drug Stores 551 Gladiola St, Hemet CA 92545 652-6759 Leonard Anderson 6 High School Principal, Retired 3850 Atlantic Ave #193, Highland CA 92346 862-4056 Roger Biddick 10 Programmer, Prime-Line Products Inc 5405 N Industrial Parkway, San Bemardino CA 92407 887-8118 David Bowers 12 Owner, DaLin Communications 54320 Adams Ave, Murrieta CA 92562 461-0884 Jack Butler 8 Assistant Manager, Capital Lumber 28822 Glenheather Dr, Highland CA 92346 864-2870 Rochelle Campbell Vice Pres 13 Counselor, San Bemardino Adult School 1200 North E Street, San Bernardino CA 92405 388-6000 Patricia C. Dixon 37 Retired, Ass't. Dept. Admin., Kaiser Permanente 583 Gray St, Colton CA 92324 889-1269 Maggie Foss 33 Educational Programs Coordinator 1794 Sonora Ave, San Bernardino CA 92404 883-3787 Gary Geis Arts Chair 12 Teacher, California School 4875 N Acacia Ave, San Bernardino CA 92407 882-1047 Jeff Grande Gen. Mngr. 19 VP MIS/Operations, Prime-Line Products Inc 5405 N Industrial Parkway, San Bernardino CA 92407 887-8118 Pat Kikuchi 3 Title One Elementary Teacher PO Box 33, Running Springs CA 92382 867-2122 Judy King Secretary 3 Secretary, County of San Bernardino 412 W Hospitality Ln, San Bernardino CA 92415 891-3506 Mary Kintner 19 Homemaker C 17903 Via La Cresta, Chino Hills CA 9]709 393-9353 Robert Kintner Treasurer 26 Cash Office Administrator, TJ Maxx 17903 Via La Cresta, Chino Hills CA .-91709 393-9353 Dan Kuhn 16 ATM Technician, Chris Williams & Associates 2354 Harrison St, San Bernardino CA 92404 881-3239 Alice Lakes-Anderson 8 Consultant, California Services PO Box 2895, San Bemardino CA 92406 883-2134 Jerry Long, President 13 Retired, Area Manager, Southem Calif Edison Co. 25726 Segundo Ct, San Bemardino CA 92404 864-7289 Ken Mosteller 3 Maintenance Supervisor, City of San Bernardino 6405 Briarwood Court, San Bernardino CA 92407 880-1406 Pat Pavlian 8 Mortgage Broker, Arrowhead Capital Mortgage 7582 Canyon Oak Dr, Highland CA 92346 862-3892 Paul C. Reed 16 Minister of Missions, Immanuel Baptist Church 7686 Alta Vista, Highland CA 92346 748-7899 Bob Ritter 5 Attornx,Gresham,Savage,NOlan & Tilden, LLP 600 N rrowhead Ave #300, San Bernardino CA 92401 884-2171 Manuel Salinas 8 Principal, California School 2699 North California St, San Bernardino CA 92407 880-6600 Brian D. Sandahl 22 Art Director, The Walt Disney Company 1361 S Country Glen Way, Anaheim Hills CA 92808714-280-8381 Jack Schmitz 8 Owner, Schmitz Photography 1592 North D St, San Bemardino CA 92405 888-3514 Phill Smith 8 Senior Account Rep, Kelco 1651 Humphry Place, Escondido CA 92025 760-480-6485 Steve Sutherland 16 Owner, Fun Corner 426 W Baseline, San Bemardino CA 92410 885-7648 Lilah Walz I Fiscal Clerk, County of San Bernardino C 5312 N Pershing, San Bernardino CA 92407 886-9631 Robb Zinn 10 Pastor, Immanuel Baptist Church 7267 Seville St, Highland CA 92346 425-8589 Page 9 c c c ...~inanc;i(;lI.~t(;ltElr1lEl.~~...(I(;l.~t..c;()r1lpIEltEl...YEl(;l~)....................... ... ..... ....... rrAB!Bi!_v.mp~i 2000 .-'-...-'-'.--.-..-.--..-,-.................-'.-.-.-.-'..-.--..-.-....,.........-'.-.,.-'.-.,...... ,...................."',...,."",.,. '.'" i...iii9~i. SHOW INCOME Ticket Sales Concessions Program Advertising Miscellaneous Sales SUBTOTAL $54,705.45 $40,800.00 $13,905.45. 34.1 $21,520.50 $13,800.00 $7,720.50 55.9 $10,710.00 $11,500.00 ($790.00) -6.9 $11,520.00 $6,570.00 $4,950.00 75.3 $98,455.95 $72,670.00 $25,785.95 35.5 NON-SHOW INCOME Previous Year $245.00 $0.00 $245.00 Individual Donations $11,864.24 $8,700.00 $3,164.24 36.4 Corporate Sponsors $16,500.00 $17,000.00 ($500.00) -2.9 City Grant $10,000.00 $10,000.00 $0.00 0.0 Sub Leasing Storage Space $7,326.00 $6,800.00 $526.00 7.7 Equipment Rental $0.00 $0.00 $0.00 Interest, Savings Accounts $3,033.33 $2,100.00 $933.33 44.4 Christmas Carol $1,917.25 $0.00 $1,917.25 SUBTOTAL $50,885.82 $44,600.00 $6,285.82 14.1 TOTAL INCOME $149,341.77 $117,270.00 $32,071.77 27.3 Page 10 2000 Financial Statement (last complete year) ~I_iilill'i.l!i<e_f PRODUCTION STAFF & ORCHESTRA Royalties $5,500.00 Production Staff Stipends $8,037.87 Orchestra Expenses $14,642.82 SUBTOTAL $28,180.69 c SCENERY / TECHNICAL Scenery Costumes and Makeup Technical SUBTOTAL c OTHER SHOW EXPENSES Advertising / Public Relation Security Printing (Programs, Posters, Tickets) Facilities Concession / Sales Items Sales Incentives Miscellaneous SUBTOTAL NON-SHOW EXPENSES Previous Year General Manager Stipend Storage Facilities Insurance Accounting Fees Telephone General Office Expense Christmas Carol SUBTOTAL SPECIAL PROJECTS Floor Project Bowl Improvements SUBTOTAL $23,697.73 $6,977.69 $4,186.69 $34,862.11 $5,500.00 $8,130.00 $13,600.00 $27,230.00 $22,600.00 $7,000.00 $5,200.00 $34,800.00 $0.00 $92.13 ($1,042.82) ($950.69) ($1,097.73) $22.31 $1,013.31 ($62.11) 0.0 1.1 -7.7 -3.5 -4.9 0.3 19.5 -0.2 $5,307.52 $6,395.00 $1,087.48 17.0 $5,799.61 $5,600.00 ($199.61) -3.6 $7,059.20 $6,900.00 ($159.20) -2.3 $1,665.19 $2,425.00 $759.81 31.3 $17,469.98 $10,895.00 ($6,574.98) -60.3 $1,365.13 $1,400.00 $34.87 2.5 $605.97 $850.00 $244.03 28.7 $39,272.60 $34,465.00 ($4,807.60) -13.9 $0.00 $0.00 $0.00 $500.00 $500.00 $0.00 0.0 $15,930.01 $15,800.00 ($130.01) -0.8 $2,290.00 $2,100.00 ($190.00) -9.0 $300.00 $350.00 $50.00 14.3 $882.00 $750.00 ($132.00) -17.6 $738.94 $825.00 $86.06 10.4 $9,834.09 $0.00 ($9,834.09) 0.0 $30,475.04 $20,325.00 ($10,150.04) -49.9 $10,000.00 $3,000.00 $13,000.00 $0.00 $450.00 $450.00 ($10,000.00) ($2,550.00) ($12,550.00) TOTAL EXPENSES c $145,790.44 $117,270.00 ($28,520.44) -24.3 Page 11 c c ,..... '- Project Funding Report 01/01/01 - 07/07/01 ~.i_iM&ilI~ 2001 ...,.-..-.-.,...,-,-'.'....'.'-.....-.,---..',.,.',.'.'"-"-'. ~~;I SHOW INCOME Ticket Sales Concessions Program Advertising Miscellaneous Sales SUBTOTAL NON-SHOW INCOME Previous Year Individual Donations Corporate Sponsors City Grant Sub Leasing Storage Space Equipment Rental Interest, Savings Accounts SUBTOTAL $2,046.00 $48,600.00 ($46,554.00) -95.8 $371.00 $19,000.00 ($18,629.00) -98.0 $8,035.00 $11,500.00 ($3,465.00) -30.1 $1,646.00 $7,670.00 ($6,024.00) -78.5 $12,098.00 $86,770.00 ($74,672.00) -86.1 $0.00 $8,604.00 $1,000.00 $7,500.00 $738.00 $0.00 $1,607.28 $19,449.28 $0.00 $9,500.00 $19,700.00 $7,500.00 $8,500.00 $0.00 $2,255.00 $47,455.00 $0.00 ($896.00) ($18,700.00) $0.00 ($7,762.00) $0.00 ($647.72) ($28,005.72) -28.7 -59.0 -9.4 -94.9 0.0 -91.3 TOTAL INCOME $31,547.28 $134,225.00 ($102,677.72) -76.5 The Fine Arts Grant for our 2001 production provided Junior University with the needed capital to pay for the construction of our scenery and costumes. The grant money comes in before the bulk of our ticket and advertising income. Page 12 2001 Project Funding Report 01/01/01 - 07/07/01 ~~IiI.iil.rtle~ PRODUCTION STAFF & ORCHESTRA Royalties Production Staff Stipends Orchestra I Music Expenses SUBTOTAL c SCENERY I TECHNICAL Scenery Costumes and Makeup Technical SUBTOTAL OTHER SHOW EXPENSES Advertising I Public Relation Security Printing (Programs, Posters, Tickets) Facilities Concession I Sales Items Sales Incentives Miscellaneous SUBTOTAL NON-SHOW EXPENSES Previous Year General Manager Stipend Storage Facilities Insurance Accounting Fees Telephone General Office Expense SUBTOTAL SPECIAL PROJECTS Bowl Improvements Stage Improvement SUBTOTAL $0.00 $330.00 $0.00 $330.00 $5,500.00 $8,130.00 $14,100.00 $27,730.00 $5,500.00 $7,800.00 $14,100.00 $27,400.00 100.0 95.9 100.0 98.8 $17,504.23 $3,053.52 $0.00 $20,557.75 $25,100.00 $7,000.00 $4,500.00 $36,600.00 30.3 56.4 100.0 43.8 $7,595.77 $3,946.48 $4,500.00 $16,042.25 $2,068.10 $7,845.00 $5,776.90 73.6 $0.00 $6,100.00 $6,100.00 100.0 $235.07 $7,100.00 $6,864.93 96.7 $781.30 $2,450.00 $1,668.70 68.1 $3,932.85 $13,900.00 $9,967.15 71.7 $215.00 $1,400.00 $1,185.00 84.6 $283.88 $950.00 $666.12 70.1 $7,516.20 $39,745.00 $32,228.80 81.1 $0.00 $0.00 $0.00 $500.00 $500.00 $0.00 0.0 $8,641.32 $16,200.00 $7,558.68 46.7 $572.00 $2,300.00 $1,728.00 75.1 $300.00 $350.00 $50.00 14.3 $603.91 $750.00 $146.09 19.5 $449.50 $800.00 $350.50 43.8 $11,066.73 $20,900.00 $9,833.27 47.0 $0.00 $0.00 $0.00 $0.00 $9,250.00 $9,250.00 100.0 $0.00 $9,250.00 $9,250.00 TOTAL EXPENSES 70.6 $39,470.68 $134,225.00 $94,754.32 Page 13 r '-' r \.- ,.-.- L- 1 2 3 4 5 6 7 8 9 10 11 12 RESOLUTION OF THE MAYOR AND COMMON COUNCIL Of THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE SAN BERNARDINO-RIVERSIDE COUNTIES DISTRICT METROPOLITAN OPERA AUDITIONS FOR THE PROMOTION OF ARTS AND CULTURE I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereoL held on the _ day of ,2001. by the following vote. to wit: AYES NAYS ABSTAIN ABSENT Council Members: ESTRADA LIEN MCGINNIS 13 SCHNETZ 14 SUAREZ 15 16 17 18 19 20 2001. ANDERSON MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 21 22 23 24 Approved as to Form and legal content: 25 26 27 28 Judith Valles. Mayor City of San Bernardino By: 2 . 21 Mayor's 22 23 24 25 r 26 "-' 27 28 r- \.....- c 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 AGREEMENT Fine Arts Fundinq THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "City" and the San Bernardino-Riverside Counties Cis~ric~ Metropolitan Opera Auditions, a non-profit organiza~ion, referred to an "Organization" The parties agree as follow: 1. Recitals. A. Organization has requested financial Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal (hereinafter "the proposal") approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. Payment. Upon presentation of a claim to the Office, City shall pay to Organization from the -1- r- '-' r- '--' /"- ~ 1 2 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SAN BERNARDINO-RIVERSIDE COUNTIES DISTRICT METROPOLITAN OPERA 3 AUDITIONS FOR THE PROMOTION OF THE ARTS AND CULTURE. 4 budget for the 2001-02 fiscal year, the total sum of $3,000.00 dollars, to cover the costs per Fine Arts grant application agreement. 6 7 5 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in 8 Paragraph 1 and in strict compliance with the provisions set forth in the agreement. No deviation from the 9 agreement shall be made without the expressed approval of the City of San Bernardino. Said funds shall be expended 10 by June 30, 2002, and any unexpended funds shall be 11 returned to City by Organization. 4. Accounting. Within 20 days after the completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with 14 said event as it relates to the fund which were provided by the City. Financial records shall be maintained in 15 accordance with generally accepted accounting principles 16 by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and records of Organization are to be kept open for inspection at any time during the business day by City or its officers or agents. Failure to submit financial records in accordance with this section result in the Organization reimbursing the City. 12 13 17 18 19 the the will 20 covenants and harmless the City liabilities and 5. Hold Harmless. Organization 21 agrees to defend, indemnify, and hold and its employees and agents from all 22 charges, 23 24 25 26 27 28 -2- r- \..,., c /'*- '-' 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SAN BERNARDINO-RIVERSIDE COUNTIES DISTRICT METROPOLITAN OPERA AUDITIONS FOR THE PROMOTION OF THE ARTS AND CULTURE. 5 expenses (including counsel fees), suits or losses however occurring, or damages arising or growing out of 6 the use or receipt of the funds paid hereunder and all 7 operations under this agreement. Payments hereunder are made with the understanding that the City is not involved 8 in the performance of services or other activities of Organization. Organization and its employees and agents are independent contractors and are not employees or agents of the City in performing said services. The costs, salary and expenses of the City Attorney and members of his office in enforcing this agreement on 11 behalf of the City shall be considered as Rcounsel feesH for the purposes of this paragraph. 9 10 12 13 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid 14 hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 15 16 17 18 19 20 21 7. Assignment. its interest in this approval of City. Organization shall not assign Agreement without the prior written 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and aintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- ,.- '- c ,""-' "-' 1 2 3 4 5 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SAN BERNARDINO-RIVERSIDE COUNTIES DISTRICT METROPOLITAN OPERA AUDITIONS FOR THE PROMOTION OF THE ARTS AND CULTURE. Agents and employees, Organization and its agents 6 performing act covered by this Agreement from the claims 7 for property damage for personal injury, including death, as well as from claims for propert~ damage which may 8 arise from Organization's or its agents' operation hereunder, whether such operations be by Organization or 9 its agent or by anyone directly or indirectly employed by either Organization or its agents, and the amounts of 10 such insurance shall be as follows: 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 (al Public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. (b) less than person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. (cl Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights of subrogation under such policy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. (d) The Certificate of Insurance furnished to the City shal1 require the insurer to notify the City of any change or termination in the policy. -4- ",...... \...., 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE S;'J, BERNARDINO-RIVERSIDE COUNTIES DISTRICT METROPOLITAN OPS?A AUDITIONS FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants 5 that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a 6 binding obligation of the organization. 7 10. Notices. All notices herein required shall be 8 in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: .,- L 15 16 17 18 19 20 21 22 23 24 25 - 26 , '-- 27 28 9 10 As to City: Mayor's Office 11 City of San Bernardino 12 13 300 North nD" Street 14 San Bernardino, CA. 92418 As to Organization: Gwendolyn Roberts San Bernardino-Riverside Counties District Metropolitan Opera Auditions 1898 Genevieve Street San Bernardino, CA. 92405 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. DATED: -5- c 4 5 6 7 8 9 CITY OF SAN BERNARDINO Judith Valles, Mayor ATTEST: 10 Rachel G. Clark, City Clerk 11 12 13 c ORGANIZATION Approved as to form 14 and legal content: 15 16 James F. Penman City Attorney 17 18 19 By: 20 21 22 23 24 25 r 26 ~ 27 -6- 28 PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Commission C I. Applicant Organization (Name, Address, etc.) SAN 6~"NARDINO - RIVERSIDE COUNTIES DISTRICT METROPOLITAN OPERA AUDITIONS 1898 ~enevieve Street San aernardino, CA 92405 Telephone No. (309) 883-7671 Non-Profit J.D. No. Document from U.S. Treasury attached Number of Years in Existence 4'? "I""T"'1 . II. Contact Person: ~i::..5s Gwendol vn Roberts Title: DISTRICT DIRECTOR Telephone No.: (3:19) 883-7671 III. Program Category Under which Support is Requested: r~SIC - VOCAL Co~PETITION IV. Period of Support Requested: From: JUNE 1, 2001 Through (Starting) ~lAY 31, 2002 (Ending) V. Program Description: QISTRICT AUDITIONS TO 8E HELD OCT08ER 7, 2001 AT STURGES CENTER FOR FINE ARTS, 1:30 P. ~. ~lASTER CLASS TO 8E HELD OCTOBER 14, 2001 THE-PURPOSE OF THE NATIONAL COUNCIL OFTHEr-.1ETROPoUT,'\N OPERA IS TO: I. Find exceptibnally talented opera singers and to assist in their development. 2. To discover new talent for the Metropolitan Opera. 3. To search for possible participants in the young Artist Develop- ment Program of the Metropolitan Opera Association. 4. To give singers an opportunity to be heard and encouraged in their careers. c ,,- .... A special aspect of this program is the contacts with producers and directors for programing vocal concerts and appearances with orchestras and production e~ents thus giving the singers experience in performin~ and encouragement for furthar development and progress in meaningful cereers. The Metropolitan Opera Auditions is not a performing group. We do not put on a performance for which we saIl tickats. The Auditions is just that_ an audition of young singers competing for awards and an opportunity to proceed to Regional Auditions. The public is encouraged to attend to give the people of our community an opportunity to hear the talent that is availablE, and to provide an audience for the singers giving them the f~eling of relating to listeners. Ple3se refer to the listing of somE of th8 singers who have been winners in our District and are now having i~~Drtant pror~ee1onal careers inspired by the encouragemen"Gf "ne ~uoitions. ., SUP~LEMENT TO PAGE #1 TRE'ASURY DEPARTMENT WASHINCTON 'Or' - 0",.11:.1.0" ~Q"U'~~(itHlL..RtvCJIUC .-..-....... ... -.-.---- - -.-.... ........ ~--..... Or-FlCE r:r.(-onD t,,-_ " ku~f:ein & laUtelS~in aCT 5 1940- . lTtPtTtl RFiI . , U..tropo11tan OperL Fu:cl.. "/0 :':otroro11 t&l1 Cll'....L. A...oolatlon. I:oorpo....t.ed. . aro_away and 39tn Stre..t. ~.~ York. U..w York. .. ~. . , , ,.:.... S1rar . . .' . - h_ It. 1. t.". 01'11.1...11. 0.:1.( tJu.~ <<>Ciloe.. b..3..d upon T..:le eviaenoe .. proao"t..d.~ that you. arot ..x..mpt 1'roct F..d'..r..l lnooce tax =d.... the proTia1on.. or ...otlo<1 101(6) or the Intanu,l :=:"V,""lU" Cod..- (63. .. . i:: . :.. St&'t.. P&.r"t 1). .. ; :~:~~~:~~.~~. .'.- . ~';. ~: . ';'~.'..':..~~;.' A...oordin~ly. you nll not b.. requlred. to 'rll... rlltur:.. or \.' 1noom.. u:l..... you oh&n~. ~~~ ohAraot.... or your orr.&nl~Lt10n. ~~. '_~ ~:: ~~.'~~.: -~ pur..o.... Cor vmiol\ you ........ or.;a.n1u.d.. or your JIl';thcrd of: ~p..rL- ~: ;\. UO<1. .IoJl.y ..uoh ohenc.... .hould. be r"po..t..d 1:Amedi...t..ly.to th.. -~ . _ '~:~~'.~. oo11oo;tor-' or 111t..=&l r..vonue rOr:fOur cii..t.p:it;. in. ord...r- ~"at' ,J ..' t ~~-;.'" tn~~r .rJ:e.."I; _upon :fOW"' "':<"flpt: status II1ay be ~..to~i.n..~ F ::._ .: .- . -' - ' 'tl\.. ."xlStllptlo<1 ..videno..d. by this- l.tt',u" roi"'te'- _pe01t'i':.fly . ., . . to F.d.ru j,noome ta;; but a1::0" UJY' organj. :..~"n' TttU.oh j,. OJ:eCq."I; . ...: 1"1'6", suoh tcc una... the pro..1..iona o/." ..oot10n lU1. or tlto IAtern&l..: ': ..::::~ . Sev..nu.. Code ,'al.o i.. ontitl.d. to oX"~'Pt10n 1:':0= th.. CLpitu . -I ' . '.::'-:-;~ ::. ..took tax pureuo.nt t~ th..' up..ou .t'roTi~ion.. or ...ot10n 1z01 f ..:r..-- . ."'.'_ C.j(l)..oL' the rnt.er::&1 I:ovenu.. Cooe. you ~ll Dot b.o:'roqu1r..d ~.. :.- :~","'r.:_.., to l"U" o""pit.l ..t~ok.ta.J: r..turn~ /."or futur" y...rs ..0 lont.. .~(..~ :.;~::'. 1:."10 ..xemption 1"rolll 1,,,00C1e tax j,.. err..ot1Te. . "t. :.;,. . :;;:: ~~.;. ";.=- ..~!.r :: .:.}~~:~\:~ : ....ri~~~t~~b~~~~ t:~~l;o n~~u i~~:m~e~~a~;~l:.~:..;h:n~o:r~'1;n: 'f~: . :'-i.:.:.:;.. '.. extent proTided by &oot10n Z~(o) UJd ('I) or the Intor::al RaniulS ;~. ';." ~ :0:-.::. ::...: . Code. :.~.:~: . 'ft~~~t~::: .1':... o"ll..ot::l" or i::.t,r.lC rev..nue tar' ~0W" district is bo.. .i;. ~ . .. ".0 ". .. .' '~--.'., i"G advi..ed. ot: thi, aotion. .:. 'I: .. :." .. . ~. .. - o::::~.. .. , . .... " By d~r..otlo<1 or tho Co~-is&iou..r. '. :1". :: :'0 .. Res~"ott'ullYI. .. :. -;y //' :.; .\':';::"! ~7- :.../:- l"':'~. ", <".../ 7 - ~~~;X " ~rI:i"!; ;)a?uty Co=:,-uHionor.. . -- -.---. . . ,- Of !" . r , " ! ~ '. c c c v1. Estimated number of persons expected to benefit from this program: 200 - 300 PUBLIC PLUS 18 ~ 20 sinoers most benefited a) Number of persons by paid attendance: 200 - 300 ( INCLUDES b) Number of persons by complimentary admission:-3.Q SINGERS /!. c) Number of performances scheduled: TWO - AUDITIONS /!. . MAS TER d) Total attending all performance (a plus b): 380 BUFFET RECEPTI THEIR ACCOMPANISTS CLASS VII. Need.Statement; . . . - DUE. XU THE: FACT- .tHAT- EACH OISTRICT-IS REQUIRED TO FINANCE ITS OWN NEEDS FOR AWARDS AND ADMINISTRATION, WE NEED FUNDS FOR: 1. Awards for 1st., 2nd, 3rd, 4th, 5th place winners.and for Study Awards. 2. Many of'our expenses this year will be'increased. We need funds to pay rent of auditorium at Sturdes for .the Recital Hall and other facilities~ and at San Bernardino Valley College for the Master Class; Stage Hands (required by aUditorium); an $1,000,000 Insurance for liability. (required'by the City); Accompanists; printing of Letterheads, envelo~es, Programs, Brochures,Applications~ Postage; Office Supplies; Printing for Singers and Judges; 'Telephone calls; refreshments for Reception during Judges deliberations; for our Master Class the following week; etc. 3~. We need funds for the expenses of'the singers who are sent to the Regional Auditions in Los Angeles, as they are required to stay in the Hotel for one or two nights due to Regional Schedule, and each District takes their winners to dinner. 4.. Attached is a listing of many of the singers who have been District Winners and what they are now doing professionally. Most of the singers are singing activalYi but this list is just the ones who are singing professionally in opera and concert. ~E ARE PROUD THAT ONE OF OUR · WINNERS, KEVIN BELL, WAS CHOSEN AS A NATIONAL WINNER AND IS NOW SINGING ROLES WITH MAJORlOPERA COMPANIES, SUCH AS NEW YORK CITY OPERA, CHICATO OPERA. DAN HENDRICKS HAS HAD HIS OEBUT WITH NEW YORK CITY OPERA, CHICAGO LYRIC OPERA, SAN FRANCISCO OPERA, BALTIMORE OPERA, ARIZONA OPERA, AND OTHERS. PLEASE NOTE THE FINE SUCCESS THAT OTHERS LISTED ARE NOW HAVING. CAMELIA VOIN PLOSCARIU, ONE OF OUR WINNERS HAS SINCE WON FIRST PLACE IN THE PALM SPRINGS YOUNG ARTIST OPERA GUILD COMPETITION: SECOND PLACE IN THE REGIONAL "MET" AUDITIONS: FIRST PLACE IN THE NATIONAL ASSOCIATION OF TEACHERS OF SINGING YOUNG ARTIST AUDITION: HAS SUNG THE ROLE OF ROSINA IN"L I ELISIR 0 I AMORE" WITH THE BUCHAREST OPERA: WAS SELECTED A FINALIST IN THE REGIONAL AUDITIONS IN LOS ANGELES, AND RECEIVED A i45DO SCHOLAR- SHIP AWARD. 5. We will be holding a Master Class for all singers in the District on October 7th" at San Bernardino Valley College with a major Vocal Authorit' as a Clinician, thus giving our singers added assistance in preparing for the Regional Auditions in Los Angeles. The winners of these Regional Auditions will go to New York to compete in the National Finals and Winners Concert on the stage of the Metropolitan Opera House. A-2 c c r- '- VIII. Intended Results: , Winners fro~ these District Auditions go to Los Angeles to compete <- in the Regionel Auditions where they will place according to the decision of the Regional Judges. The winners of the Regional Auditions go to New York to compete in the National Auditions and th~ Winners Concert on the stage of The Metropolitan Opera. Also our singers can be engaged for local programs and musical events, and are often engaged for programs in other Southern California Areas. The training needed for preparation of these auditions and the experience of singing for the judges and receiving their verbal critiques are extremely valuable for their continued study. In addition, the Master Class which is held one week later is part- icularly valuable for the further development of the singers. The Master Class Clinician whom I always engage is someone of extended professional experience and reputation. ATTACHED ARE TH8EE SHEETS LISTING SOME OF THE SINGERS WHO HAVE WON OUR OISTRICT AUDITIONS AND TELLING WHAT THEY ARE NOW DOINS PROFESSIONALLY. THESE ARE ONLY SOME OF THE SINGERS WHO HAVE PARTICIPATED IN THE PAST AND GIVES AN IDEA OF THE REAL RESULTS OF THIS PROGRAM. . A-3 - IX. Totalll.l1ticipll!e(Le!PJlns~~ for this period: Staff Costs: ( Salary & Wages Full Time (# Full Time Employees ) $ Part Time (# Part Time Employees ) $ Payroll Taxes (all categories) $ Fringe Benefits: Medical $ Pension $ Other $ Professional Benefits: Union Dues $ Subscriptions $ Other $ Continuing Education: Full Time Employees $ Part Time Employees $ Travel (all categories) $ Professional Fees/Consultants $ Contract Employees: Salary & Wages Full Time (# Full Time Employees ) $ C Part Time (# Part Time Employees ) $ Payroll Taxes (all categories) $ Fringe Benefits: Medical $ Pension $ Other $ Professional Benefits: Union Dues $ Subscriptions $ Other $ Continuing Education: Full Time Employees $ Part Time Employees $ Travel (all categories) FOR JUDGES, CLH;ICIi'.i~ $ 150.00 Professional Fees/Consultants $ 950.00 Administrative Costs: Rent: Office Space $ Performance .D.r~D i"'i/'..STEFi CLi~SS $ 799.00 Storage $ r -more- ,-. Maintenance $ Security $ Insurance: C Office $ Programs $ 125.00 Utilities $ Equipment Fiano $ 150.00 Supplies & Materials $ 350;013 Printing/Copying: Office $ 250.00 Programs $ 425.00 Other $ TelephonelFaxlInternet Services $ 345.00 PostagelDelivery Services: Office $ 438.00 Programs $ Evaluation/Compliance Services $ Outstanding Loan Payments $ Other: (identify, be specific) .'\WARD5 $ 3,000.00 H080itali ty - ~lJf:fet $ 1,156.00 HC5pi tditv - hotel, etc. for 8ingers-L ..c,.$ 538.00 C TOTAL EXPENSES $ 8,575.00 ,- ""-" X. Total anti~!pated income for this period: c Performances: Subscription Singers Reg. Fees Special Performances Contracted Performances 200.00 $ $ $ Identify other local arts organizations, which pay you fees to use your services and amounts paid. 1. $ 2. $ 3. $ 4. $ Gifts and Grants Government Grants: Federal $ State $ County $ City Fine Arts $ Foundation $ Co~ornre $ Federated Campaigns (United Way, etc.) $ Individual $ 2,600.00 (Please identify any individual(s) who will give more than $5,000 in the funding period) I. 2. 3. Funds from Support Groups for Awards Loans Advertising Sales Product/Publication Sales Other - i'Jliscellan2DUS ??? .. . c $ $ $ $ $ 2.1 nn rln 20.00 TOTAL INCOME $ 5,576.00 XI. Amount requested from the San Bernardino Fine Arts Commission: a) Total Expenses (Section IX) $ 8,576.00 b) Total Income (Section X) $ 5,576.00 c) AMOUNT REQUESTED (a minus b) $ 3,000.00 ,,- d) Percent of budget 33Yz % "- X a FINANCIAL STATEMENT FOR FISCAL YEAR ENDING"~UNE 3D, 2001 INCOME: <:: DONATIONS FOR AWARDS DONATIONS FOR GENERAL EXPENDITURES-ADMINISTRATION ADMISSIONS FOR BUFFET RSCEPTIDN REGISTRATION FEES l'iISCELLANEOUS TOTAl.. INCOME: EXPENDITURES: $ 3.000.00 3,140.00 655.00 200.00 20.00 $ 7,016.00 699.00 250. DO 495.49 150.00 300.00 r~ONE NONE NO~JE r,ONE rmNE 43B.DO NONE 124.02 NONE 17.50 40.00 3,050.00 RENTAL OF AUDITORIUM AND MASTER CLASS ROOM ACCOMPANISTS FEES PRINTING JUDGES TRAVEL EXPENSES MASTER CLASS CLINICIANS PUBLICITY - DONATED BY SUN COMPANY USHERS, BOX OFFICE, TICKET TAKERS (HANDLED BY BOARD MENB.) TICKET PRINTING - DONATED BY CHORALE TEMPORARY CLERICAL HELP - DONATED MOVING PIANO TO STAGE - ONE TINE DONATION POSTAGE MATERIALS AND OFFICE"SUPPLIES - ONE TIME DONATION INSURANCE FOR ~l,OOO,OOO.QO LIABILITY TELEPHONE - DONATED SPECIAL OFFICE EX8ENSE c mSCELLANEOUS AWAROS HOSPITALITY HOSPITALITY - ACCOMMODmrIDOm FOR CONTESTANTS AT REGIONAL AUDITIONS IN LOS ANGELES - BUFFET RECEPTION TOTAL EXPENDITURES - ( '- ,-.., "-"" .532.10- 1,015.54 fi 7,271.61 X b REPORT OF USE OF FUNDS GRANTED FROM SAN BERNARDINO FINE ARTS COMMISSION 2000-2001 FOR FISCAL YEAR JULY 1, 2000 TO JUNE 30, 2001 C EXPENDITURES F8R AUDITIONS c RENTALS OF AUDITORIUM AND MASTER CLASS ROOM ACCOMPANISTS FEES PRINTING JUDGES TRAVEL EXPENSE I~STER CLASS CLINICIAN PUBLICITY ~ DCNATEO BY SUN COMPANY USHERS, BOX OFFICE, TICKET TAKERS (HANDLED BY BOARD MEMB.) TICKET PRINTING - DONATED BY CHORALE TEMPORARY CLERICAL HELP - DONATED - ONE TIME DONATION MOVING PIANO TO STAGE - ONE TIME DONATION POSTAGE MATERIALS AND OFF,ICE,SUPPLIES - ONE TIME DONATION INSURANCE FOR $1,000,000.00 LIABILITY TELEPHONE - ONE TIME DGNATION SPECIAL 06FICE EXPENSE STAGE HANDS AND STAGE PRooERTIES HOSPITALITY - ACCOMMODATIONS FOR CONTESTANTS AT REGIONAL AUDITIONS IN LOS ANGELES HOSPITALITY - BUFFET RECEPTION MISCELLANEOUS AWARDS FOR AUDITIONS TOTAL EXPENDITURES~OT INCLUDING DONATIONS SPECIAL) B~ ANONYMOUS INOI~IOUALS LESS AMOUNT FOR AWARD"" PAID FROM [ARANT AWARD PAID FROM .RANT TOTAL FOR AWARDS LESS AMOUNT PAID ON ADMINISTRATIVE EXPENSES FROM GRANT TOTAL AMOUNT OF GRANT BALANCE TO BE COVERED BY OTHER GRANTS ,- '- $ 699.00 250.00 495.49 150.00 300.00 NONE NONE NONE NONE NONE ~3e.oo NO~JE 124.02 1,ONE 17.50 150.26 532.70 1,015.54 40.00 3,000.00 7,271.60 7,271.60 900.00 400.00 900.00 - -- -- 2,100.00 $3,00(1.00 114,271. 60 . XII. Future Objectives: c What are your contacts and goals for supplemental funding? SINCE THIS ~ILL BE THE 42nd YEAR OF THE METROPOLITAN OPERA AUDITIONS IN THE SAN BERNARDINO AREA, we must pursue vigDrous~y the friendly contacts of support groups in the area.~hD have supported us, for the purpose of securing recognition of the extra important service that this prDgram provides. lhese days, young singers have to be in a program like.~his to start a career which which isa very difficult professiDn tD begin and:to .seoure c the vast support needed. We plan tD. cDntett banks, clubs, service c~ubs, educatiDnal centers, merchandise companies, and variDus corporatiDns, as ~ell as man~ individ- ualsrequesting support.. we have been very.successful in developing sUPPDrt amon~ people who are opera lovers and who also wish to help young singers. We hope to continue our efforts in these areas with emphssis on the nurnbar we have bean conducting the auditions, and with listing recognition of of young artists who have been fDrmer winners and their success2si8~SC8 since winning our auditiDns. (Plaase see the listing attached at the back of this file. These Quditions are cDnducted in 50 Districts:,and 16 Regions thrDugh- the.United States. ThsseSan Bernardino AuditiDns are a part of that vast program. Weare very.prDud of our successes during these years. Former .NatiDnal Coum;il.AuditiDn particip.ants represent a. cbliJli;ee sample of impDrtantartists appearing Dn the "Met" stage today. For example -just to. name. a f.aw who hava been. winners and are famous now _ Ren!O!e Flaming,. Ben Heppner,..Thomas Hampson, Deborah Voigt, Veronica Villaroel, Sandra Radv~npvsky are all headline singers today. Ue have been fortunate. to have two.Df.our singers go sl1~he way to New York, and meny of our winners are successfully pursuing fine careers. 1" WE WANT TO SUPPORT THEM AND THDSE NEW VOICES THAT ARE STILL OUT THERE WAITING TO BE DISCOVERED. M~D RH!~r'I!3ER_lH.a.T IT. ALL STARTS HERE AT OUR SAN BERNARDIND DISTRICT LEVEL. ,- '- '. XIII. Provide a briefhistorylbackground ofthe organization: The Western Region, one of sixteen, includes the 'states of Celifornia CArizoiia, and Nevada. These states' are divIded into Districts: five in Calif- fornie, ene in A'dzi:ma, and .Southern Jlievada, :. Each. District is headed by a . District Director. . . .-..... .., .. ... "'rhe.'f1rst'Reglana!" lliiilltions'were-held lii.t.h 1956-k957 season, when the Regioii. .wBsi:ii:ldedtii tHe' CouiicUfs National 'Prograiri.. Mario and. Ruth 'Cliarrilee, who for .many 'years .were. cri'''tIiEi.-roster''-of.'pHiicipEi1 stara ortlie .Metropolitan Opera, were asked to. undertake' .the!"' task' .~f organiZing the RegiDn~' They asked Miss Gwendolyn Rbberts to work with them to assist in setting up the structure for the Auditions. .. . The. first Auditions were hsld. dn December '7, B, 14, 15, 1957, in Hancock Audi torium .bf tlie University of Southern' Californie.'. . The FinBls 'were held in santef8arbara at The Music 'Academy of the West. Hundreds of )/oices were heard and man\! fine. voipes were discovered. . . The."frrst Winners were GracEi 8Liinbrj/, Mary' Costa', .and Alfred Jensen,. (deceesed);",,'Ttie role of' winning singers through the years has included some of the most outstanding singer~ of our time. In 1959-1960; Gwendolyn Roberta was.asked to form a District for San Bernardino and 'Riverside' Counties, as'.well' as' to continue to serve on the Regional Auditions... This .was-done 'and.tHe..AiJi:lltiorll,i'"fiel1e. been held every' year since that time" in San, Bernardino, under. her supervision, and many fine singers have been given the opportunity to' be heard in this manner. .. .' Wihnersfrcm the 'Oistrict ere" selectEid to proceed. to the Regional Audi';. ~ons wHere. singers'"ere selected. to. .go further. "iii.'the lIlilticII1el Auditions. A number singers" from. this District"Have receive.d further recognition.: Armando Sierra, nor, went to .the !'legion wliere he .won ami .was. aelected. to' .go to. the National . .Audi~ions, 'winning an' impar~ant iward; Karen posten; Soprano, wen on'to sing with the New 'fork: City"Opera; M:V He.l~R"D. Mezzo Soprano, won second and third place awards at the Regional Ls.v ;..DEi. a 'Ban,' .Sbpri3no, 'won. substantial scholership at the. .Aegional Level;'" 'Keven" 8e11, . Bass-ElarItohe,. .won' the Regional Competition and was sent ti:i"the National. Audi tions.,wes. e' winner and. 'sang' on the stage of the Me1;ropol1 tan opara Ha.use.'- had '"a".debut Eit. the NeiiJ"York' 1::1 ty .Opera and 1s nOW singing a full schedule of lead1ng'rqles with a 'number' of.opera companies; Alajandro . Guarrero, haa.sung~ith"tha Inland Empirs'symphcny'and.with the Western Opera Theater.... 'DaliieI"Hendrickii. . TeMor'," had- his"debLitwi tti the"New York: City Opera and is noi.l ilinging leading roles.oat'1;fi8 San . FranCisco' Opera. and inajor opera companies 'around the world. . Read more about. this. in. the extra sheet. you have bean' given. CERTIFICATION: c Project Officer: Telephone No.: Board President (or Authorized Signatory) Telephone No,: 1f~3-7{P '7{ Title iJ~j j)~ Date ~eL~~/tt4/~-<k Date A o.i;'T Executive Board, Officers and Board of Directors members. (Include names, addresses, telephone numbers, position held on board of directors, occupation and years served on board of director of this organization) C Dist::-1.c1: Director Gwendolyn Roberts 1896 Genevieve St. , Sen Bernerdino, CA 92405 863-767l Assist. Dist. Dire. . Mrs. Art Hc~inster 3621 Hemlock Or. San Berneraino, CA. 924Q4 864-5425 " TREASURE;:; Theodore F. Irmscher Mrs. Iven Krutsch Mrs. Anthony Scle~eni Mrs. Glen .Johnson Mrs. Deris Strigla Hr. Tedd Smith C Hr. Jack Lopez Mrs.. Thecdore Irmscher Hrs. Robert McKim Miss Betty Jackson Mrs. Kleus Kuehn . 2909 N. .0. Street Sen Barnerdino, CA 92405 25460 Pumelo San Bernardino, CA 92404 9056 Spahn CT. Fantene, CA. 92335 I 1352 Prospect Dr. Radlends, CA 92373 4662 N. Waodbend Lene Sen Bernardino, CA 92407 1658 Lugo Street" San Bernerdino, CA 92404 5720 Dogwood San 6ernardino, CA 92404 2909 N."O" street San Be rnerdino , CA 92405 450 West 25th st. San 8ernerdino, CA 924U5 230 Vplenc1.a Ave. Riel to, CA 92376 4051 Shehan Lllne San Bernardino, CA 92404 882-6196 .. 863-7525 823-5251 ~ 792-8279 863-1856 666-2618 866-7370 662-6196 682-4324 820-2025 666-1.293 Or. Ernest Garcia 3660 ill. .::!uniiJar San Bernardino, C~ 92404 179 East Ralston San 8ernar:::lino, CA 92"04_ 5945 Orange Knoll San Bernardino, CA 92"04 Sturges Center ~cr Fine Arts 760 N. "E" St::-eet San EernCgdinc, CA 92410 864-3446 Mr. Frsnk Plesh 863-9848 Mrs. Haclyn Abbott 662-0724 Mr. Harald Luther 384-5415 c -"-, . -- ., List Board of Directors and Officers (Include na:es, addresses and phone numbers) <::Mrs. Lorna Kenney Mrs. Melvin Osbern 3296 Sreadmeer Slvd. 886-2480 San Bernardino, CA 92404 21015 Stratford 862-9113 Highland, CA 92.346 P. o. Sex 4119 331-4318 Slue Jay, CA 32311 1498 Sreokside, #102 335-8905 Red1and:s, CIl 92.373 11880 Arlis Or. 310-1055 Grand Terrace, CIl 92.324 1294 Puma1e street 886-6913 San Sernardine, CA 92404, 642 Se. Eucalyptus 814-6158 Rial to ,. CA 92376 3179 Selvedere Ave. 864-1911 Highland, CIl 9234.6 622 E. Avery 883-9521 San Bernardine, CPo 92404 Or. Amanda Sue Rudisill Miss Linda Tegen Miss Linda Costelle Marge Wilson Mrs. .Gwen Hubbs Mrs. Sandra Saum Mr. Rebert Rutherford .c ... ". :.'~. '. . , ,. . ~~~.~ . .. I'..... '-' f Synopsis: Prime Time Choraliers The Prime Time Choraliers was formed in 1986 by Mrs. Millie Marshall and was an outgrowth of American Association of Retired Persons. The organization provides an opportunity to senior citizens to enjoy and share their love of music and performing with many groups in San Bernardino. The ages of it's members range from 55 to 89. Citizens of a variety of backgrounds are part of this choir presenting a varied repertory of musical performance. . Estimated Attendance - 1,500 . Number of Performances - 20 . Estimated Costs........... ...$3,859.00 . Estimated Income........ ....$1,450.00 . Grant requested was for.. ...$2,409.00 . Grant award recommended.$l,OOO.OO c c - I "-' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 (G0 =''\'7 ---/ '- --', : RESOLUTION NO. .. RESOLUTION OF THE MAYOR AND COMMON COUNCIL Of THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE PRIME TIME CHORALIERS FOR THE PROMOTION OF ARTS AND CULTURE. BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and directed to execute on behalf of said City an Agreement with Prime Time Choraliers, a copy of which is attached hereto marked Exhibit "A" and incorporated herein by references as fully as though set forth at length. SECTION 2. The authorization to execute the above referenced agreement is rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage of this resolution. III III III III III III III III III c c r \....-. 1 2 3 4 5 6 7 8 9 10 11 12 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMEl\'T WITH THE PRIME TIME CHORALIERS FOR THE PROMOTIOl\' OF ARTS AND CULTURE I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof. held on the _ day of .2001. by the following vote. to wit: Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA LIEN MCGINNIS SCHNETZ 13 SUAREZ 14 ANDERSON 15 16 17 18 19 20 21 22 23 24 25 26 27 28 MCCAMMACK . City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: By: /""'"' \"...- c .~ ~ 1 2 AGREEMENT Fine Arts Funding 3 THIS AGREEMENT is entered into between the C=TY OF SAN BERNARDINO, a municipal corporation, referred to as "CityH and the Prime Time Choraliers, a non-profit 5 organization, referred to an "OrganizationH 6 7 8 4 The parties agree as follow: 1. Recitals. A. Organization has requested financial 9 Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal 11 (hereinafter "the proposalH) approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. 10 12 13 14 15 16 17 18 B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. 19 20 21 22 23 24 25 26 27 28 2. Payment. Upon presentation of a claim to the Mayor's Office, City shall pay to Organization from the -1- c r- '-- - "- 27 28 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE PRIME TIME CHORALIERS FOR THE PROMOTION OF THE ARTS AND 2 CULTURE. 3 4 budget for the 2001-02 fiscal year, the total sum of $1,000.00 dollars, to cover the costs per Fine Arts grant 5 application agreement. 6 7 8 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in Paragraph 1 and in strict compliance with the provisions set forth in the agreement. No deviation from the agreement shall be made without the expressed approval of 9 the City of San Bernardino. Said funds shall be expended by June 30, 2002, and any unexpended funds shall be 10 returned to City by Organization. 11 12 13 4. Accounting. Within 20 days after the completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with said event as it relates to the fund which were provided 14 by the City. Financial records shall be maintained in accordance with generally accepted accounting principles 15 by Organization in such manner as to permit City to 16 easily trace the expenditures of the funds. AIl books and records of Organization are to be kept open for 17 inspection at any time during the business day by City or its officers or agents. Failure to submit 18 financial records in accordance with this section result in the Organization reimbursing the City. the the will 19 20 21 5. Hold Harmless. Organization agrees to defend, indemnify, and hold and its employees and agents from all charges, covenants and harmless the City liabilities and 22 23 24 25 26 -2- .t""'"' '-' c .t""'"' '-' 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE PPIME TIME CHORALIERS FOR THE PROMOTION OF THE ARTS AND CULTURE. expenses (including counsel fees), suits or losses 5 however occurring, or damages arising or growing out of the use or receipt of the funds paid hereunder and all 6 operations under this agreement. Payments hereunder are 7 made with the understanding that the City is not involved in the performance of services or other activities of 8 Organization. Organization and its employees and agents are independent contractors and are not employees or 9 agents of the City in performing said services. The costs, salary and expenses of the City Attorney and 10 members of his office in enforcing this agreement on behalf of the City shall be considered as "counsel fees" 11 for the purposes of this paragraph. 12 13 14 15 16 17 18 19 20 21 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 7. Assignment. its interest in this approval of City. Organization shall not assign Agreement without the prior written 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and aintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- c ,,-- ~ - \- 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE PRIME TIME CHORALIERS FOR THE PROMOTION OF THE ARTS AND CULTURE. 5 Agents and employees, Organization and its agents performing act covered by this Agreement from the claims 6 for property damage for personal injury, including death, as well as from claims for property damage which may 7 arise from Organization's or its agents' operation 8 hereunder, whether such operations be by Organization or its agent or by anyone directly or indirectly employed by 9 either Organization or its agents, and the amounts of such insurance shall be as follows: 10 11 12 13 14 (a) Public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. (b) less than person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. 15 16 17 (c) Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights 21 of subrogation under such policy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. 18 19 20 22 23 24 25 26 27 28 (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- r- '-' r '- ~ "- 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE PRIME 2 TIME CHORALIERS FOR THE PROMOTION OF THE ARTS AND 3 CULTURE. 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the crganization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: As to City: As to Organization: Mayor's Office City of San Bernardino 300 North "Off Street San Bernardino, CA. 92418 Jack Henley,President Prime Time Choraliers 337 West 40~ Street San Bernardino, CA. 92407 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. DATED: -5- .....-... "- c - '-' 1 2 3 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE 4 TIME CHORALIERS FOR THE PROMOTION OF THE ARTS AND CULTURE. 5 6 7 8 9 10 PRIME CITY OF SAN BERNARDINO Judith Valles, Mayor 11 ATTEST: 12 Rachel G. Clark, City Clerk 13 14 19 20 By: 21 22 23 24 25 26 27 28 ORGANIZATION -6- c c c . PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Commission I. Applicant Organization (Name, Address, etc.) The Prime Time Choraliers 337 W. 40th Street San Bernardino. CA 92407 Telephone No. (909) 883-8827 Non-Profit I.D. No. 95-6000-772 Number of Years in Existence 16 II. Contact Person: Jack Henlev Title: Vice President Telephone No.: (909) 883-8827 III. Program Category Under which Support is Requested: Music IV. Period of Support Requested: From: September L 2001 (Starting) Through June 30. 2002 (Ending) V. Program Description: One portion of this multiple instruction asks for a one-sentence summary of this applicant's entire program. This is an attempt to meet that condition: The Prime Time Choraliers consists of a group of senior citizens whose average age is seventy-four. This group likes to sing to other groups who like to hear the songs we like to sing to them. In that context we proudly lay claim to lots of "repeat business." As in the past, the requested funds will be spent to rent such essentials as a "home" or "headquarters" where we rehearse once a week (at least), and of recent months, paying for what we'll describe as our "newly acquired hired help"--our accompanists. We believe that the general thrust of what our organization is about, and the "detail" asked for in instruction V can best be provided by the material under the following t, numbered instructions and by the attached flyers, advertisements and programs you have asked us to submit. c c c 2. c c r ~ VI. Estimated number of persons expected to benefit from this program: a) Number of persons by paid attendance: 250 b) Number of persons by complimentary admission: 1250 c) Number of performances scheduled: 20 d) Total attending all performance (a plus b): 1500 VII. Need Statement: The "need(s)" of the community for the kind of entertainment provided by our organization is perhaps best illustrated by the increasing number of unsolicited requests for our "product." In the early 90's, our "bookings" amounted to only four or five a year. As the years wore on, contacts with our "agent," Eloise Maurer, have progressively increased to the point where we put on eighteen to twenty performances over a ten-month period. That portion of instruction VII which asks the applicant to "reflect the cultural need( s) of a particular target grouP. or grOUPS" is something of a puzzle, in that setting forth and then evaluating the cultural needs of such diverse audiences as the youngsters at Anderson School, the patients of the Veterans Hospital, and the attendees at the Mayor's Prayer Breakfast presents the applicant with a tri-partite problem involving three separate abstractions. In this context, we can only tell you that the kids at Anderson like us (and we like them) and want us back, as do the Veterans. With regard to the Mayor's Prayer Breakfast, we were reliably informed that Mayor Minor wanted another engagement but left office before he could arrange it. ;3, c c - , '-' VIII. Intended Results: As stated under instruction V, "Proiect Description." above, results, will in terms of dollars, "impact" the entity to which we pay rent for our "Home," or "Headquarters" at the Latter Day Saints Church at 3680 Waterman Avenue, San Bernardino, California. The administrators at this institution are .very generous landlords who provide us with a large recreation room, complete with chairs and tables, and a very necessary piano for only $700.00 for the past year. As to any monies that might be "left over," the residue will probably be used to defray some of the items under instruction IX "Total Anticipated Expenses." Such items include supplies such as musical arrangements (SATB); together with concert expenses (security guards and sound technicians) and accompanists. Set forth below are the "target groups" we intend to "benefit," i.e., sing for. At this point, it is worth noting that this is a list of "probables" rather than "sure things": San Bernardino Elks Club, San Bernardino Community Hospital Auxiliary, San Bernardino Retired Teachers, Bank of America Retirees, San Bernardino Woman's Club, San Bernardino Light House for the Blind, San Bernardino Retired Employees, Fontana Woman's Club, Braswell's (Redlands), Adult Day Care (patton), and Immanuel Baptist Church (Highland). ~, IX. Total anticipated expenses for this period: C Staff Costs: Salary & Wages Full Time (# Full Time Employees.JL) $ We have no paid staff Part Time (# Part Time Employees~ $ nJa Payroll Taxes (all categories) $ nJa Fringe Benefits: Medical $ nJa Pension $ nJa Other $ nJa Professional Benefits: Union Dues $ nJa Subscriptions $ nJa Other $ nJa Continuing Education: Full Time Employees $ nJa Part Time Employees $ nJa Travel(allcategorie~ $ nJa Professional Fees/Consultants $ nJa Contract Employees: Salary & Wages Full Time (# Full Time Employees ) $ nJa C Part Time (# Part Time Employees ) $ nJa Payroll Taxes (all categories) $ nJa Fringe Benefits: Medical $ nJa Pension $ nJa Other $ nJa Professional Benefits: Union Dues $ nJa Subscriptions $ nJa Other $ nJa Continuing Education: Full Time Employees $ nJa Part Time Employees $ nJa Travel (all categories) $ nJa Professional Fees/Consultants $ nJa Administrative Costs: Rent: Office Space $ 700 Performance $ nJa Storage $ nJa (' "- -more- g; Maintenance $ n/a Security $ n/a C Insurance: Office $ n/a Programs $ n/a Utilities $ n/a Equipment $ n/a Supplies & Materials $ 300 (music) Printing/Copying: Office $ 34 Programs $ n/a Other $ n/a Telephone/Fax/Internet Services $ n/a PostagelDelivery Services: Office $ n/a Programs $ n/a Evaluation/Compliance Services $ n/a Outstanding Loan Payments $ n/a Other: (identify, be specific) 2 accomoanists $ 2500 Concert exoenses $ 200 $ C TOTAL EXPENSES $ 3859 c 6. X. Total anticipated income for this period: c Performances: Subscription Special Performances Contracted Performances $_n/a $ 350 $ 350 Identify other local arts organizations, which pay you fees to use your services and amounts paid. 1. n/a $ 2. $ 3. $ 4. $ c Gifts and Grants Government Grants: Federal $ n/a S~re $ ~ County $ n/a City $ n/a Foundation $ n/a Corporate $ n/a Federated Campaigns (United Way, etc.) $ n/a Individual $ n/a (Please identify any individual(s) who will give more than $5,000 in the funding period) 1. n/a 2. n/a 3. n/a Funds from Support Groups Loans Advertising Sales ProductlPublication Sales Other $ $ $ $ $ n/a n/a n/a n/a 800 TOTAL INCOME $ 1450 XI. Amount requested from the San Bernardino Fine Arts Commission: a) Total Expenses (Section IX) $ 3859 b) Total Income (Section X) $ 1450 c) AMOUNT REQUESTED (a minus b) $ 2409 ^"'- d) Percent of budget 60 % ~ 7 c r "- .-' '- XIT. Future Objectives: What are your contacts and goals for supplemental funding? Our plans and goals for supplemental funding center around our relatively recent practice of charging our "public" for our performances. As outlined above, under instruction X, "Total Anticipated Income," this breaks down into an honorarium of $100 for a performance by the entire group, $50 for the men's chorus and $50 if the women perform separately. If in 2001-2002 the number of performances increase, our supplemental income should rise accordingly. We have never held a ticket sale for our yearly concert, since we wanted to make the concert a "friends and family" event, with donations accepted at the door. Our average age, together with occasional enforced absences for health reasons, has tended to mute our enthusiasm for seeking corporate/foundation/federal funding. ~, c c ...... I "'- xm. Provide a brief historylbackground of the organization: In the beginning* , a group of senior citizens (yes, even then) with varied musical backgrounds who were members of Chapter 2083 of AARP, met at the Congregational Church on North Sierra Way in San Bernardino. Circa 1985, these people began to sing for their own pleasure, and occasionally that of others, and began to call themselves the "Silver Swingers." In 1986 The Silver Swinger leadership-mainly represented by Millie Marshall, since deceased-asked Frank Lindgren, the retired Director of Fine Arts for the San Bernardino School District to direct the group which was to assume the title of The Prime Time Choraliers. As the years wore on, this relatively small family of San Bernardino people was augmented by singers from Redlands, Loma Linda, Highland, Colton, and other cities. As might be guessed from our average age, there is ;heavy attrition within the rank<lhl~ofthe membership. And while we know that the number of songs we sing, and the number of people we sing to continues to increase, we acknowledge the obvious fact that we can't go on as individuals forever. But we believe just as strongly that we can survive as a group, and continue to enjoy ourselves and continue to confer pleasurable entertainment upon others. *to borrow from the Book of Genesis 9 c Financial Report 2000-2001 Date Event Income EXDenses 7/1/00 Beginning Balance $2,590.00 7/15/00 San Bernardino Elks Club for 6/14/00 $ 50.00 Grant-San Bernardino Fine Arts $1,000.00 9/30/00 Member Dues $ 720.00 12/4/00 San Bernardino Community Hospital Auxiliary $ 50.00 12/5/00 San Bernardino Retired Teachers $ 100.00 12/15/00 B of A Retirees $ 85.00 4/11/01 San Bernardino Woman's Club $ 100.00 5/7/01 San Bernardino Community Hospital Auxiliary $ 50.00 5/20/01 Prime Time Concert Donations $ 211.00 5/26/01 San Bernardino Light House for the Blind $ 50.00 6/14/01 San Bernardino Elks Club $ 50.00 6/18/01 San Bernardino Retired Employees $ 100.00 Donations outside San Bernardino $ 80.00 Subtotal: $5,246.00 C Supplies and Printing $ 30.00 Donation to church for use $ 700.00 Gratuity to accompanist $1200.00 Gratuity to 2nd accompanist $1225.00 Christmas Gratuity- 2 directors/2 accompanists $ 225.00 Subtotal: $3380.00 Subtotals: $5246.00 3380.00 6/30/01 Balance on Hand $1866.00 c If} c c ","'- "'" CERTIFICATION: Title Vice President Date Date Executive Board, Officers and Board of Directors members. (Include names, addresses, telephone numbers, position held on board of directors, occupation and years served on board of director of this organization) Lou Beemer- President 855 Cedar Ave Redlands, CA 92373 Phone: (909) 792-1088 Jack Henley- Vice President 337 W 40th Street San Bernardino, CA 92407 Phone: (909) 883- 8827 Frieda Cilluffo 16860 Slover Ave #22 Fontana,CA 92339 Phone: (909) 823-5913 Margaret Laird- Treasurer 6573 Merito PI San Bernardino, CA 92405 Phone: (909) 889-1675 Eloise M. Maurer- Program Coordinator 3835 Del Rosa Ave San Bernardino, CA 92404 Phone: (909) 883-2343 Betty Preston- Historian 3078 Serrano Rd San Bernardino, CA 92405 Phone: (909) 886-6538 /} Synopsis: San Bernardino Valley Community Concert Association The San Bernardino Valley Community Concert Association is in its 63rd year and still brings to the City of San Bernardino, at affordable prices, some of the greatest artists of the world. The San Bernardino Valley Community Concert Association make tickets available for students, seniors and special needs persons thus encouraging exposure to the fme arts. . Estimated Attendance - 10,000 . Number of Performances -7 . Estimated Costs......... .....$87,350.00 . Estimated Income........ ....$66,000.00 . Grant requested was for... ..$21 ,350.00 . Grant award recommended.$11,000.OO ~ l., 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 III 26 III c 1'- '-' 27 28 ~(Q)\?V RESOLUTION NO. RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE SAN BERNARDINO V ALLEY COMMUNITY CONCERT ASSOCIATION FOR THE PROMOTION OF ARTS AND CULTURE. BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The Mayor of the City of San Bernardino is hereby authorized and directed to execute on behalf of said City an Agreement with San Bernardino Valley Community Concert Association, a copy of which is attached hereto marked Exhibit "A" and incorporated herein by references as fully as though set forth at length. SECTION 2. The authorization to execute the above referenced agreement is rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage of this resolution. III III III III III III III r- \..- 1 2 3 4 5 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE SAN BERNARDINO V ALLEY COMMUNITY CONCERT ASSOCIATION FOR THE PROMOTION OF ARTS AND CULTURE 1 HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor 6 and Common Council of the City of San Bernardino at a meeting thereof. held on the 7 8 9 10 11 12 13 _ day of ,2001, by the following vote, to wit: Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA LIEN MCGINNIS SCHNETZ r- '-' 14 SUAREZ - L 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ANDERSON MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: By: ,,- '-' ~ \...., ,.-- '- 1 2 AGREEMENT Fine Arts Fundinq 3 THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "City" and the San Bernardino Valley Community Concert 5 Association, a non-profit crganization, referred to an "Organizationll 6 7 8 4 The parties agree as follow: 1. Recitals. 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 A. Organization has requested financial Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal (hereinafter "the proposal") approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. 2. Payment. Upon presentation of a claim to the Mayor's Office, City shall pay to Organization from the -1- ,,-. \.- r '-' ~ '-' 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SAN 2 BERNARDINO VALLEY COMMUNITY CONCERT ASSOCIATION FOR THE 3 PROMOTION OF THE ARTS AND CULTURE. 4 budget for the 2001-02 fiscal year, the total sum of 5 $11,000.00 dollars, to cover the costs per Fine Arts grant application agreement. 6 7 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in 8 Paragraph 1 and in strict compliance with the provisions set forth in the agreement. No deviation from the 9 agreement shall be made without the expressed approval of the City of San Bernardino. Said funds shall be expended 10 by June 30, 2002, and any unexpended funds shall be 11 returned to City by Organization. 4. Accounting. Within 20 days after the completion of the event, the Organization shall submit to 13 the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with 14 said event as it relates to the fund which were provided by the City. Financial records shall be maintained in 15 accordance with generally accepted accounting principles 16 by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and 17 records of Organization are to be kept open for inspection at any time during the business day by 18 City or its officers or agents. Failure to submit financial records in accordance with this section result in the Organization reimbursing the City. 12 the the will 19 20 covenants and harmless the City liabilities and 5. Hold Harmless. Organization 21 agrees to defend, indemnify, and hold and its employees and agents from all charges, 22 23 24 25 26 27 28 -2- /""'"^ \.. r'" '- ,,- '-- 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SAN 2 BERNARDINO VALLEY COMMUNITY CONCERT ASSOCIATION FOR THE PROMOTION OF THE ARTS AND CULTURE. 3 4 5 expenses (including counsel fees), suits or losses however occurring, or damages arising or growing out of the use or receipt of the funds paid hereunder and all operations under this agreement. Payments hereunder are made with the understanding that the City is not involved in the performance of services or other activities of Organization. Organization and its employees and agents are independent contractors and are not employees or agents of the City in performing said services. The costs, salary and expenses of the City Attorney and members of his office in enforcing this agreement on 11 behalf of the City shall be considered as "counsel feesH for the purposes of this paragraph. 6 7 8 9 10 12 13 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid 14 hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 15 16 17 18 19 20 7. Assignment. Organization shall not assign 21 its interest in this Agreement without the prior written' approval of City. 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and aintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- /"""'. L ~ \- - , '- 1 2 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SAN BERNARDINO VALLEY COMMUNITY CONCERT ASSOCIATION FOR THE PROMOTION OF THE ARTS AND CULTURE. 3 4 11 12 13 14 15 16 (a) Public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. (b) less than person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. (c) Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of 21 Organization. Organization shall require that all rights of subrogation under such policy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. 17 18 19 20 22 23 24 25 26 27 28 (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- C 1 2 3 4 5 6 7 8 ,-. \- AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SAN BERNARDINO VALLEY COMMUNITY CONCERT ASSOCIATION FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: 9 10 As to City: As to Organization: Mayor's Office 11 Robert A. Rutherfurd president San Bernardino Valley Community Concert Association P.O. Box 377 San Bernardino, CA. 92404 12 City of San Bernardino 13 300 North nD" Street 14 San Bernardino, CA. 92418 15 16 17 18 19 20 21 22 23 24 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shal1 not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. 25 DATED: .~ 26 -5- '- 27 28 r- 1 \.- 2 3 4 5 6 7 c -- ~ AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SA;; BERNARDINO VALLEY COMMUNITY CONCERT ASSOCIATION FOR THE PROMOTION OF THE ARTS AND CULTURE. CITY OF SAN BERNARD:NC Judith Valles, Mayor ATTEST: Rachel G. Clark, City Clerk ORGANIZATION 15 16 James F. Penman City Attorney 17 18 By: 19 20 21 22 23 24 25 26 27 28 -6- " I"""" '-' PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Commission I. Applicant Organization (Name, Address, etc.) San Bernardino Valley Community Concert Association P. O. Box 377 San Bernardino, CA 92402 Telephone No. (909) 885-7969 Non-Profit I.D. No. 95-2159433 Number of Years in Existence 63 II. Contact Person: Robert A. Rutherfurd Title: President Telephone No.: (909) 883-9521 III. Program Category Under which Support is Requested: Theater IV. Period of Support Requested: From: July 1, 2001 Through June 30, 2002 (Starting) (Ending) c V. Program Description: c In the fall of 2001 and the spring of 2002 tho San Bomardino Valley Community Concert Association will continue its long service to San Bernardino by presenting five performing arts programs for the general public and at least two educational concerts for students from local schools. The five main presentations will have wide appeal. Thuringer Salonquintett, a chamber music group from the former East Germany, has performed in top concert venues worldwide and on National Public Radio's "Performance Today." The passionate and beautiful pianist Christiana Pegoraro is acclaimed as one of today's best interpreters of Cuban and Latin-American music. The African- American operatic tenors comprising "Three Mo' Tenors" sing in a wide variety of musical styles, and we are eager to present them in San Bernardino. The folk dance company Frula performs energetic and athletic dances from the former Yugoslavia and surrounding countries. Jazz trumpeter Joe Burgstaller has performed worldwide and has made many recordings. He is also a dedicated music educator, carrying on the traditions of the "Rafael Mendez Project" in memory of the legendary Mexican trumpeter. We will present the main series and the Joe Burgstaller youth concert at the California Theatre. Sturges Center will be the site for at least one additional youth concert (program to be determined). Our admission prices continue to be very affordable. Youth concerts are a public service, without charge to the schools or students. We also provide free admission 1 '. '- c ........ '. -------------------------- - VI. Estimated number of persons expected to benefit from this program: a) Number of persons by paid attendance: 7,000 b) Number of persons by complimentary admission: _3,000 c) Number of performances scheduled: 7 d) Total attending all performance (a plus b): 10,000 VII. Need Statement: San Bernardino's Mayor and Common Council deserve great praise for all they have done to preserve the California Theatre, our premiere venue for performing arts presentations. This superb and historic theater will continue to be the site for a wide variety of live entertainment. The City's preservation and development of the Sturges Center is also very foresighted. Communities are gauged by the quality and variety of their fine arts programs. San Bernardino will reap great rewards from continued support and nourishment of the performing arts. The San Bernardino Valley Community Concert Association is proud to be one of the key organizations meeting the need of San Bernardino residents for quality live performances. We are unique among local fine arts groups in the variety of our presentations-from solo to ensemble, instrumental to vocal, tap to ballet, classical to contemporary. Our programs are a fitting complement to the recently upgraded California Theatre. Our presentations help to make our community a more desirable place for individuals and businesses to locate. Our Association traditionally offered its main series only to season subscribers, and the programs were mostly "serious" music. Many subscribers were quite happy with that arrangement and were reluctant to see it change. But with our limited success in filling the California Theatre, and with repeated deficits eating away our financial reserves, change was inevitable. In recent yearo, duo in part to encouragement from the Fine Arts Commission, we have made significant and positive Changes. Our programming has greater variety. Our season includes presentations with special appeal to various segments of the general population, without any sacrifice in quality. Season subscriptions remain our most important income source, but we also sell tickets for single concerts. We have experimented with special pricing for couples and families. Last season, for the first time, we purchased paid newspaper advertising for the Golden Dragon Chinese Acrobats. We were pleased with the results. We again lost money, but our deficit was smaller than some we have sustained in the past, and we learned valuable lessons. We will continue to review, evaluate and improve our operations. Meeting the perceived performing arts needs of the San Bernardino community and meeting our Association's budgetary needs are parts of a seamless whole. As the attendance and revenues from paying members and ticket purchasers increase, we remain committed to broadening the cultural horizons of approximately 2,000 San Bernardino students at youth concerts and prOViding about 1,000 complimentary tickets to regular concerts for students, senior citizens and others. 2 " c c r "-' VIII. Intended Results: Nothing on television, film or audio recording matches the immediacy and excitement of a live performance by an accomplished artist. Nothing enriches the life of a community like the regular exposure of its people to such performances. Our Association has a proven record of presenting quality live entertainment in San Bernardino, and it will continue to do so. We have contracted for another great season, and we are in the midst of our subscription drive. Those commitments have been made willingly, in faith that our efforts will continue to be supported. We know how much concertgoers enjoy our programs. We intend to attract the attention of many more people in San Bemardino and the surrounding communities. We intend to end our status as a "best kept secret." We intend to sell 7,000 paid admissions at the California Theatre and to expose talented performers to the widest possible audience. We intend to achieve a balanced operating budget and at the same time continue to offer free youth programs and free tickets to students. We will use our best efforts to make good on all of these intentions. We do not intend to fail. But in order to succeed, we need the support and assistance of others who believe in what we are doing. Specifically, we must have continued grant funding from the City. We believe our programs deserve that funding, and we require the support of the Fine Arts Commission in obtaining it. For the coming season, we have incrementally increased the prices of season SUbscriptions and single concert tickets. Those prices continue to be a great bargain, but we are committed to keeping them as affordable as possible. Budgeting for expenses is fairly straightforward, but it includes some rude shocks. The Redevelopment Agency has increased its charge for each use of the California Theatre from $1,760 to $2,685. For our five concerts, that increases our costs by $4,625, which is a big jolt to the expense side of our budget. Nevertheless, we intend to budget $5,000 for paid advertising, up from last year's $900 expenditure. We plan to buy newspaper ads for each performance and to continue to seek as much free coverage as possible. The biggest budget challenge is estimating income and predicting the effect of the changes we are making. We have tried to be both optimistic and realistic. We now have one full fiscal year's experience with a computerized bookkeeping system (QuickBooks Pro). The reports it generates are useful tools in evaluating and refining our operations. We will continuously review performance quality, subscription and single ticket sales, complimentary ticket distribution, and attendance. We are confident that the Fine Arts Commission agrees that the Concert Association's program is essential to San Bernardino's cultural life. We ask the Commission to continue to help us to remain viable, so that we may continue providing unique concerts at very affordable prices and providing free youth concerts and free tickets to our paid performances for students, senior citizens and others. 3 IX. Total anticipated expenses for this period: Staff Costs: C Salary & Wages Full Time (# Full Time Employees ) $ Part Time (# Part Time Employees 1 ) $ 10,400 Payroll Taxes (all categories) $ 900 Fringe Benefits: Medical $ Pension $ Other $ Professional Benefits: Union Dues $ Subscriptions $ Other $ Continuing Education: Full Time Employees $ Part Time Employees $ Travel (all categories) $ Professional Fees/Consultants $ Contract Employees: Salary & Wages Full Time (# Full Time Employees ) $ C Part Time (# Part Time Employees ) $ Payroll Taxes (all categories) $ Fringe Benefits: Medical $ Pension $ Other $ Professional Benefits: Union Dues $ Subscriptions $ Other $ Continuing Education: Full Time Employees $ Part Time Employees $ Travel (all categories) $ Professional Fees/Consultants $ Administrative Costs: Rent: Office Space $ 2,400 Performance (theater and pianos) $ 17,000 Storage $ C -more- 4 '. Maintenance (office equipment) $ 600 Security $ C Insurance: Office $ 350 Programs $ 800 Utilities $ Equipment (office equipment depreciation) $ 1,500 Supplies & Materials $ 600 Printing/Copying: Office $ Programs $ 4,000 Other $ Telephone/FaxlInternet Services $ 2,000 Postage/Delivery Services: Office $ Programs $ 1,500 Evaluation/Compliance Services $ Outstanding Loan Payments $ Other: (identify, be specific) Performing Artists $ 30,000 Stagehands $ 6,000 Advertising/Promotion $ 5,000 C Flowers for stage $ 600 Refreshments for performers $ 300 Service Fees and Permits (ASCAP, BMI) $ 600 Bank Charges (mostly for Visa/MC) $ 700 Second Youth Concert $ 1,000 Kick-off Luncheon $ 800 Metropolitan Audition Award $ 300 TOTAL EXPENSES $ 87,350 c 5 - x. Total anticipated income for this period: c Performances: Subscription (incl. single concert sales) $ Special Performances $ Contracted Performances $ 55,000 Identify other local arts organizations, which pay you fees to use your services and amounts paid. 1. $ 2. $ 3. $ ~ $ Gifts and Grants Govermnent Grants: Federal $ State $ Counry $ C~ $ Foundation $ Corporate $ Federated Campaigns (United Way, etc.) $ Individual $ 8,000 (Please identify any individua1(s) who will give more than $5,000 in the funding period) 1. 2. 3. Funds from Support Groups $ Loans $ Advertising Sales $ Prod~~b~ationSales $ Other (interest) $ 3,000 c TOTAL INCOME $ 66,000 XI. Amount requested from the San Bernardino Fine Arts Commission: '-' a) b) c) d) Total Expenses (Section IX) Total Income (Section X) AMOUNT REQUESTED (a minus b) Percent of budget $ $ $ 87,350 66,000 21,350 24% 6 --------------------------------------- -------- XII. Future Objectives; C What are your contacts and goals for supplemental funding? Together with continuing to offer quality performances and educational programs, a top priority is to achieve a balanced financial operation. In recent years many pressures--6ocial, cultural and economic-have eroded the once self. sustaining financial status of the Association. To counteract this we are: · Reviewing ticket structure and prices. · Making serious efforts to increase subscription and ticket sales. · Requesting sustaining gifts from our members. · Enlarging public exposure through increased advertising. · Soliciting corporate and public gifts and grants. We know that the Fine Arts Commission has recommended that we undertake fund raising events. The fundraisers that have recently been proposed or attempted have not come to fruition. It seems that most of the available volunteer time is currently consumed In selling subscriptions, seeking sustaining donations and running our regular program. That work generates the bulk of our revenues, and we fear that we may impair it by diverting volunteers to other activities. But we recognize that there may be fundraising events that would benefit our organization. We will try to organize ourselves to identify promising fund raising ideas and carry them out, without impairing our core program. It will be very helpful if the Fine Arts Commission can provide assistance in locating sources of grants and in preparing effective funding applications. c , .~ 7 <~'"> "-' c -- XIII. Provide a brief history/background of the organization: The San Bernardino Valley Community Concert Association is proud that the 2001-2002 season will be its 63rd year of serving San Bernardino and neighboring communities. From simple recitals with refreshments in private homes to world. class productions in the California Theatre, the history of our association has been the presentation of numerous concerts to thousands of patrons and students. Among the wide variety of talented performers have been Nelson Eddy, Isaac Stern and, more recently, the Limeliters. For years an annual presentation was the Los Angeles Philharmonic, often with a student concert. Much more can be said about the history of our Association. We will be happy to provide more historical information and copies of historical materials if they will be useful to the Fine Arts Commission. When adults say, "That was a wonderful evening of entertainment," and students remark, "I have never been to a concert before," we are proud of our past efforts to enlighten and entertain - and we hope to continue this tradition for many years to come. .-~~ 8 ,',......,..,. "- - ',- .. ......... CERTIFICATION: Project Officer: ~1"1'A~ J ~ e~ I J ~ Title: Office Manager Toni F. Collins Telephone No.: (909) 885-7969 i/ / 9~te: JU. Iya, 2001 Board President (or Authorized Signatory): i~ ~ ~:M'L..t Robert A. Rutherfurd Telephone No.: (909) 883-9521 Date: Julya. 2001 9 Executive Board, Officers and Board of Directors members. (Include names, addresses, telephone numbers, position held on board of directors, occupation and C years served on board of director of this organization) Please see next page. c c 10 c '<C~OOOOOOOO~~~~O~~~~r^~~~~~~IQQQ~aaomm~ ~~~c~~~nc~o~dnoo~~cgg~oo~moma~cm~E~~ ~~~~~~~i!~i~~~a~~~~~~miil~~i~~a~~~i~3~~ -~ ~ ~ ~~ ~~-~~-3~~ - 0~0c:~m~~m-~ ~ 00 w W - ~ ~ ~ m~ ~ m 30 ~~ ~ ~ ~ ~ Qm m ~ DW ~ ~ a ~ m~ 0 n ~N ~ ,.. O~IIOOO~O~~~~~o~~ooarma~O~~IzmomOI~~O~ m~roo~o~~om30ammm<~O~~O~~~rWo3mw~cm330~ a~a?~~m~i '~-~~~<~~~~~~~~~~~m3a~g -~m o ~o~- =~ ~ ~ . - m ~croW ~romo~~ ~~ ~ ~ ,<(I) 0 ~ ::::s~ a. ~iilcr-m ::r Q 0 mOl m ro ~ 3 "' o -< ~~~N~~m~mW~Nwwm~N~wwm~~w~Nww~m~~~~mw wN~m~~~~N~oN-mmm-m~~~mo~~~om~moo~' ~o ~~momom~NNm~oN~mm~o~mm~moNom~o~o~O~~ ~ m <0 w W ~m ~mo Q mOl -"m moo N~ m < zm ~ ~ 01 Z 0 ~ ~ CD m N. mm o. 5~m . 00' z~. <~oo' mmoor~. . XWOl. zmz~' Am, a. m ~a.m- ~"'T1CD~' ~ s:::m (J)-s:m~"'T1(J) 1U 0)>0 ~~ =. . , g 3:"0 ~<O ~;~~~~![~~i~~~~B~~li~~~~~lq~~~~~i~~~ ~Bo~g~~~~g~~Rg~(I)3~~~2~~~Q~m~~~~~~~~~0 ~~mro~()g~ ~~~m~< ~ o(l)o~ a=~m(J)o~~~ m ~ m ~31U _r 3~- ~o_ ~~~ W ~~~o _ ~ iilom 0<0 . a '0.' ~~on ~ ~. 00 m ~ 0 m 0 - 0 ~~ ~~m ~ ~ 0 ~ = ~~ p ~ :"" a ooro~oooo~oooooooooorororo~ro~OOrororo~roI"'T1~OOroWro~W<ooro~ mm~mm~mmmmmmmm5mmmm1Um~m~o~mmmm~m~mmm ~~~~~~~~~~~~~~~~~~~~~~~~a~~~~~~~ff~~~ CDmmmromCDmmmmmmm~CD~mmwmOrom~mmmCDm~CD<mm~ ~~~mm~mmm(l)mmmm~m~mmmm (I)~m~mmmCD&~-mmo. 33~33a.33333333a.3~3333 3~ a.3333~3~33~ mm mm mmmmmmmm 1U mmmm m mmmm m mm aa aa aaaaaaaa a aaaa a aaaa a aa 5'5" ss ss~s~~s~ s ssss s ssss S 5'S 00 00 00000000 0 0000 0 0000 0 00 ()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()() ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c W<O~ID~~~~~~~~~~~~~m~w~~~ww<o~<o~ww~w~~~ NNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNN ~~W~~W~~~~A~A~W~WA~~~WAWWWA~A~W~W~~W oo~oo~oooooooo~O~OOOO~O~WA~ooa~owoo~ ~~m~~m~AA~~~A~m~W~m~mm.m~mm.~~WANmAw mmmmmm~~~~~~~~mm~m~~mmm~~mmmmwwm~~mw oooooooooooooooooooooooooooooooomooo ~~~~~~~~~~~~~$$$$$$~$~$$$$$$~~~$8~~~ ~oo.oooooo~oooooooooooom~oo~oommmmmmmoowmoooowoomoooooo oomNmmmoooomoomoooommoo~moomm~mmNmmmmooooo~moooo ~W~NmAwmwWNOImANN~NNmmmm~wN~~mN~W~NNm 6~b~~~~~w~~~W~~~~~oo~~~~~~~~w~w~bNbb~ NmN~WN~oom~OOOlm~~~Nm~W~AoW_A_A_AOOOlwOl~m ~~~2~~~~~~~~~~~~~~~~~~~~~~~&9m~~g~~~ oo~~roo~~~~~o~ro~~>^O~~O~~~~~~~~~o~~~> m;~~~~~~m~moc~m~~<~~~~~ma~mam~a~c~~= ~a." Oe::' oct.-d:._~~C!;, 30tt.. . r+,.~. r+<~)>cn, __0 g~nE~~~~m~~o~. mus~~cr~.~~ocrQ~z~~ 5~i3 ~c~~om~o~~~ -m~1U -1UOoOmom0mOm~ ~~~m ~m<o~~oo_ ~mma.m~mm~~~m ~C~ ~~~o ~o_~ -3(J)~~~Q~ (J)~m. =~m~ ~O- m~a.~ Oro~ o~m g~ ~OOO~~ ~O~~O~~~ ro2$ ~2a.ma~~ ~o~ ro- ~~~-~ ~. mm3~ ~ ~m~ a.m~~~>~ ~~~ 3 ~~ ~ (J) ~o~o ' oa.d 3~n~~~ o~~ om ~ ~ ~~. . 3m - -~cm ~(J)~ ~ m~ ~ ~"0 ? ~-p ~ ~~NA~W~~NNWWWWW~~AW~WNNNN~~NAN_NW~WN ooaooaoo~ooooa~oooooooo~~ooowoooaooo ----------------m ----0 ----~ ---- -------------~ -----~ --------- ---- ~~~~~~~~=.~~@~~m~~~~~~~~-<~8~~~0~~~~~~~ ffaffoffff~a~~S~aScg8gS8888_,aSag~o~gg88g ~~~~~~~~~~~~~~@~~~~~~~~~s~~~a.~~~~~~~ - Q: ~ ~ < - lJ-- 9: roW ~ ~ ~~ ~ ro ~ m CD ro ~ Dr ~. o _ ., a. i ~ m ~ ~ -< ....... 11 o-i- c: m @ (jJ " 0 -~ ~$ ::!, 0 o~ ~ Z D> 3 ~ ~ a. a. iil fA -I ~ 1D u ::T o " ~ (J) ~ z w m ;0 z ~ ;0 o Z o w< g~ a:= om 0-< -- () iilo ~~ iil:;: ,c ,z ~=i 0-< ~() NO Oz o() Nm ;0 -I ~ (J) (J) o () 'i> -I (5 Z o o o c: u !!< 0- ::> o ~ ~ Cash Basis San Bernardino Valley Community Concert Association Balance Sheet As of June 30, 2001 ,.- "-- Jun 30, 01 ASSETS Current Assets Checking/Savings 10010 . Business Bank (main checking) 23,706.84 10020 . B. of A. (merchant checking) 3,226.78 10050. Wond Savings (CD-general) 1,596.19 10060 . Jackson Federal (CD-reserve) 39,444.52 10070 . Washington Mutual (CD-capital) 11 .442.42 10150 . Petty Cash 50.00 --- Total Checking/Savings 79,466.75 Total Current Assets 79,466.75 Fixed Assets 10500 . Furniture and Equipment 700.00 10510 . Office Copier 10511 . Cost 1,993.00 10512. Accumulated Depreciation (798.00) Total 10510 . Office Copier 1,195.00 10520 . Printer & Cable 10521 . Cost 125.84 10522. Accumulated Depreciation (25.17) C Total 10520 . Printer & Cable 100.67 10530. Computer Desk 10531 . Cost 175.22 10532 . Accumulated Depreciation (25.03) Total 10530 . Computer Desk 150.19 10540' Software 10541 . Cost 374.06 10542 . Accumulated Depreciation (124.68) Total 10540 . Software 249.38 - Total Fixed Assets 2,395.24 Other Assets 11000 . Credit Balance-Bond Copy 215.50 - Total Other Assets 215.50 TOTAL ASSETS 82,077.49 t' '-' 12 Cash Basis "'" ;..... c ".~" \.- San Bernardino Valley Community Concert Association Balance Sheet As of June 30, 2001 LIABILITIES & EQUITY Equity 30000 . Opening Sal Equity 30010 . Unrestricted 30001 . Prior Unrestricted balance 30002 . Adj Capital Fund balance 30003 . Adj Memorial Fund balance Total~10'Unrestricwd 30020 . Capital Fund (Restricted) 30030 . Memorial Fund (Restricted) Total 30000 . Opening Bal Equity Net Income Total Equity TOTAL LIABILITIES & EQUITY 13 Jun 30, 01 77,711.44 467.98 277.90 78,457.32 11,395.10 136.91 89,989.33 (7,911.84) 82,077.49 82,077 .49 "'. " looo",.. c.; '-" San Bernardino Valley Community Concert Association Income & Expense July 2000 through June 2001 Cash Basis Ordinary Income/Expense Income 40000 . Program Income 40100 . 2000-2001 Season 40110 . Season Subscriptions 40111'lndividualSubscriptions 40112. Family Subscriptions Total 40110 . Season Subscriptions 40120 . Single Concert Sales 40121 . Black Mountain ChONS 9/19/00 40121.1 . Single Seat 40121.2' Couple 40121.3' Family 40121.4' Unspecified Total 40121 . Black Mountain Chorus 9/19/00 40122 . Saarinen/Dubois 11/1/00 40122.1' Single Seat Total 40122 . Saarinen/Dubois 11/1/00 40123 . Jan Jiracek 1/26/01 40123.1' Single Seat 40123.2' Couple Total 40123 . Jan Jiracek 1/26/01 40124' Limeliters 2/2/01 40124.1 . Single Seat 40124.Z . Couple 40124.3 . Family Total 40124 . Limeliters 2/2/01 40125. Golden Dragon Acrobats 414101 40125.1 . Single Seat 40125.2 . Couple 40125.3 . Family 40125.4 . Unspecified Total 40125 . Golden Dragon Acrobats 414101 Total 40120 . Single Concert Sales Total 40100 . 2000.2001 Season 40200 . 2001.2002 Season 40210 . Season Subscriptions 40211' Individual Subscriptions 40212. Family Subscriptions Total 40210 . Season Subscriptions 14 Jul '00 - Jun 01 13,215.50 870.00 14,085.50 45.00 460.00 80.00 512.50 1,097.50 85.00 85.00 185.00 125.00 310.00 300.00 430.00 60.00 790.00 505.00 1,707.50 1,532.50 1,370.00 5,115.00 7,397.50 21,483.00 18,435.00 935.00 19,370.00 San Bernardino Valley Community Concert Association Income & Expense July 2000 through June 2001 Cash Basis .,_. \..- c - Jul '00 - Jun 01 40220 . Single Concert Sales 40223 . Three Mo' Tenors 1/8/02 40223.2 . Couple 40223.3 . Family Total 40223 . Three Mo' Tenors 1/8/02 35.00 450.00 485.00 Total 40220 . Single Concert Sales 50010 . Kickoff Luncheon Receipts Total 40200 . 2001-2002 Season 485.00 524.00 20,379.00 41,862.00 Total 40000 . Program Income 60000 . Contributions 60100' Donations/Sustaining 60300 . Memorials 60400 . Non-cash Donations Total 60000 . Contributions 61000 . Grants Received 62000 . Special Events Income 65000 . Interest 67000 . Miscellaneous Income Total Income 15 6,702.50 25.00 500.00 7,227.50 13,000.00 50.00 4,083.32 50.00 _.~- 66,272.82 San Bernardino Valley Community Concert Association Income & Expense July 2000 through June 2001 ,."'" Cash Basis , '- c I"'~~" ~ Jul '00 - Jun 01 Expense 70000 . Management and General 70100. Payroll Expenses 70110. Salaries 70120 . Taxes Total 70100 . Payroll Expenses 70200 . Office Rent 70300. Telephone 70400 . Postage and Delivery 70500 . Supplies 70600 . Insurance 70610 . Workers' Compo Insurance 70620 . Bond 70640 . Liability Insurance Total 70600 . Insurance 70700 . Repairs and Maintenance 70800 . Depreciation Expense Total 70000 . Management and General 80000 . Program Expense 80100 . Performing Artists 80101 . 2000-2001 Season 80102' 2001-2002 Season Total 80100 . Performing Artists 80200 . Theater Rental 80201 - 2000-2001 Sea..on 80202 . 2001-2002 Season Total 80200 . Theater Rental 80300 . Stagehands 80301 . 2000-2001 Season Total 80300 . Stagehands 80400 . Advertising/Promotion 80401 . 2000-2001 Season 80402. 2001-2002 Season Total 80400 . Advertising/Promotion 80500 . Equipment Rental 80501 . 2000-2001 Season Total 80500 . Equipment Rental 80600 . Flowers 80601 . 2000-2001 Season Total 80600 . Flowers 10,250.00 1,356.57 11,606.57 2,600.00 728.08 1,287.00 509.82 203.72 100.00 760.00 1,063.72 565.00 573.88 18,934.07 17,750.00 9,875.00 27,625.00 8,800.00 1,000.00 9,800.00 5,229.26 5,229.26 838.76 90.30 929.06 2,565.00 2,565.00 605.86 605.86 16 Cash Basis San Bernardino Valley Community Concert Association Income & Expense July 2000 through June 2001 c Jul '00 - Jun 01 ,.- '-' 80700 . Refreshments 80701 . 2000-2001 Season Total 80700 . Refreshments 80800 . Printing/Reproduction 80801 . 2000-2001 Season 80802 . 2001-2002 Season Total 80800 . Printing/Reproduction 80900 . Refunds 80901 . 2000-2001 Season Total 80900 . Refunds 81000 . Service Fees 81001 . 2000-2001 Season Total 81000 . Service Fees 81100 . VIsa/MC Charges 81101 . 2000-2001 Season 81102. 2001-2002 Season Total 81100 . Visa/MC Charges 81200 . Other Bank Charges 81201 . 2000-2001 Season 81202. 2001-2002 Season Total 81200 . Other Bank Charges 81300 . Youth Concerts 81301 . 2000..2001 Season Total 81300 . Youth Concerts 81400 . Kick-off luncheon 81401 . 2001-2002 Season Total 81400 . Kick-off luncheon 282.05 282.05 1,704.17 2,087.74 3,791.91 90.00 90.00 585.68 585.68 491.17 225.39 716.56 10.00 30.00 40.00 1,880.00 1,880.00 774.21 774.21 Total 80000 . Program Expense 86000 . Grants Made 86001 . Met Auditions Award Total 86000 . Grants Made 87000 . Miscellaneous Expenses Total Expense 54,914.59 300.00 300.00 36.00 74,184.66 Net Ordinary Income (7,911.84) --_.._-~-~---_._.- Net Income (7,911.84) '- 17 Income and Expense by Month July 2000 through June 2001 $ in l,OOO's C20 ,..- "- 15 10 5 o JwOO SepOO AugOO NovOO JanOl OctOO DecOO MarO 1 MayO 1 FebOl AprOl JunO 1 .Income ~Expense Income Swnmary Jwy 2000 through June 200l .40000. Program Income %63.17 ~61000. Grants Received 19.62 .60000. Contributions 10.91 18165000 . Interest 6.16 11I67000 . Miscellaneous Income 0.08 .62000. Special Events Incom.e____J!.Q~ Total $66,272.82 r ....' By Account 18 Income and Expense by Month July 2000 through June 200l $ in 1,000's C20 \",... 15 10 5 o JulOO SepOO NovOO JanOl AugOO OctOO DecOO MarOl MayO 1 FebOl AprOl JunO 1 "'-- Expense Summary July 2000 through June 2001 .80000 . Program Expense ~70000. Management and General .86000 . Grants Made l:ill87000 - Mi:lccllancous Expenses Total .Income I!l&lExpense %74.02 25.52 0.40 0.05 ------.----.--... $74,184.66 &,. /~"""> "- By Account 19 r' "" c ',-, ANALYSIS AND COMMENTS CONCERNING FINANCIAL STATEMENTS AND BUDGET This attachment relates to our year-end financial statement (pages 12-17) and to our proposed budget for 2001-02 (summarized at pages 4-6, in our responses to questions IX, X and XI). The General Instructions require that we provide both a "current financial statemenf' and, as a prior recipient of a Fine Arts grant, a "detailed financial statement explaining the use of the funds granted." We believe our year-end financial statement (pages 12-17) for the fiscal year just concluded (July 1, 2000 through June 30, 2001) meets both of those requirements. The year-end Balance Sheet (pages 12-13) is a snapshot in time showing our financial condition as of June 30, 2001. The Income and Expense statement for the fiscal year July 1, 2000.June 30, 2001 gives a detailed picture of the sources of our income (pages 14-15) and the objects of our expenditures (pages 16-17) for the year. Our income and expenses by month are also depicted in the graphs on pages 18 and 19. Our $7,911.84 operating deficit for 2000-01 is reflected in both the "bottom line" of the Income and Expense statement (page 17) and in the reduction of "Equity" near the end of the Balance Sheet (page 13). We sustained operating deficits of $12,731 in 1997-98, $13,960 in 1998-99 and $9,000 in 1999-2000. When one considers that we received a one-time donation of $10,000 in 1999-2000 and that our Fine Arts grant was reduced from $16,000 in 1999-2000 to $13,000 in 2000- 01, we think it is a significant accomplishment that we managed to continue a downward trend in operating deficits. Our Balance Sheet shows that we had $79,466.75 in "current assets" (cash or cash equivalents) as of June 30, 2001 (page 12). Of that amount, the use of $11,532.01 was restricted (page 13, accounts 30020 and 30030). The Income and Expense statement shows that $20,379.00 represented income already received for the 2001-02 season (account 40200 on pages 14-15). We are contractually obligated for a large part of the projected costs of the 2001-02 season. Although we have prepaid $9,875 for performing artists (account 80102, page 16) and $1,000 for theater rental (account 80202, page 16), we remain heavily obligated for the coming season. The low point in our current asset balances was reached in April, not at the end of our fiscal year. The fluctuation in monthly income and expenses is shown in the graphs on pages 18 and 19. For an organization such as ours, the separation of expenses into "Management and General" (account 70000, page 16) and "Program Expense" (account 80000, pages 16-17) is somewhat artificial. Unlike many other nonprofits, we operate only one overall program-our concert season, including the youth concerts. Hence, virtually all of our expenses are in furtherance of that one "program." But the information returns we must file with the taxing authorities require us to make such a breakdown, so our Income and Expense statement is designed to reflect it. The $13,000 Fine Arts grant we received for our 2000-01 fiscal year appears on our Income and Expense statement as account 61000 (page 15). As we proposed in last year's grant application, we used the grant in support of our 2000- 20 .r- ~ c "-' 01 concert season, including five main concerts and our two free youth concerts. The five main concerts, presented at the California Theatre, were the Black Mountain Male Chorus of Wales, the Saarinen/Dubois tenor and pianist duo, the pianist Jan Gottlieb Jiracek, the folk singers "The Limeliters" and the Chinese Golden Dragon Acrobats. Those performers were described in detail in the brochure accompanying last year's application. The two free student concerts, presented at Sturges Center, featured Carl Schafer's jazz group. Mr. Schafer's presentation was designed as a history of jazz. The musical selections were interspersed with Mr. Schafer's commentary about how jazz developed. The youth concerts were extremely well received, and we received a large number of appreciative cards and letters from the students afterward. Our expenditures in support of those concerts are set forth in our Income and Expense statement, at pages 16-17. We have set forth the essential elements of our proposed budget for 2001-02 in our responses to questions IX, X and XI (pages 4-6). All that remains is to assign those amounts to specific account numbers in our bookkeeping system. 21 Synopsis: Sinfonia Mexicana Society The City of San Bernardino is indeed fortunate in having many citizens of diverse cultures and faiths. 1) The Sinfonia Mexican Society was organized in 1984 under the auspicious of the San Bernardino Symphony Orchestra with the purpose of creating community awareness and appreciation of the classic music of Mexican composers. 2) Later a new popular component Mariachi, the folk music of Mexico was introduced with great success. 3) In 1997 a Mariachi Youth instructional program was developed which continues to enroll youth between 8-17 years of age. . Estimated Attendance - 4,000 . Number of Performances - 3 . Estimated Costs.........$150,639.00 . Estimated income......$109,300.00 . Grant requested.........$41,339.00 . Fine Arts Commission recommended....$22,000.00 ....- l... .r- \.- ,""- '- ~ ~TI, rn';\\J1 \_). IJ.~ , l RESOLUTION NO. 1 2 3 4 5 6 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE SINFONIA MEXICANA FOR THE PROMOTION OF ARTS AND CULTURE. 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 SECTION I. The Mayor of the City of San Bernardino is hereby authorized and directed to execute on behalf of said City an Agreement with Sinfonia Mexicana, a copy of which is attached hereto marked Exhibit "A" and incorporated herein by references as fully as though set forth at length. SECTION 2. The authorization to execute the above referenced agreement is rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage ofthis resolution. III III III III III III III III III - L c f""--' I...- 27 28 1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMEl'\T 2 WITH THE SINFONIA MEXICANA FOR THE PROMOTION OF ARTS AND CULTURE 3 4 I HEREBY CERTlFY that the foregoing Resolution was duly adopted by the Mayor 5 and Common Council of the City of San Bernardino at a meeting thereof: held on the 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 By: _ day of ,2001, by the following vote, to wit: Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA LIEN MCGINNIS SCHNETZ SUAREZ ANDERSON MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: r '--' c r \.- 1 2 AGREEMENT Fine Arts Funding 3 THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "City" and the Sinfonia Mexicana, a non-profit 5 organization, referred to an "Organization" 6 7 8 4 The parties agree as follow: 1. Recitals. A. Organization has requested financial Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by 11 Organizations as set forth Organization's grant proposal (hereinafter "the proposal") approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The 14 financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. 9 10 12 13 15 16 17 18 19 20 21 22 23 24 25 26 27 28 B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. 2. Payment. Upon presentation of a claim to the Mayor's Office, City shall pay to Organization from the -1- r '"-' .1""""" '-' ,- '- 1 2 3 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SINFONIA MEXICANA FOR THE PROMOTION OF THE ARTS AND CULTURE. 4 budget for the 2001-02 fiscal year, the total sum of $22,000.00 dollars, to cover the costs per Fine Arts 5 grant application agreement. 6 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in 7 Paragraph 1 and in strict compliance with the provisions 8 set forth in the agreement. No deviation from the agreement shall be made without the expressed approval of 9 the City of San Bernardino. Said funds shall be expended by June 30, 2002, and any unexpended funds shall be 10 returned to City by Organization. 11 4. Accountinq. Within 20 days after the 12 completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, 13 an accounting of the actual expenditures connected with said event as it relates to the fund which were provided 14 by the City. Financial records shall be maintained in accordance with generally accepted accounting principles by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and records of Organization are to be kept open for inspection at any time during the business day by City or its officers or agents. Failure to submit financial records in accordance with this section result in the Organization reimbursing the City. 15 16 17 18 19 20 the the will 5. Hold Harmless. Organization agrees to defend, indemnify, and hold and its employees and agents from all charges, covenants and harmless the City liabilities and 21 22 23 24 25 26 27 28 -2- c c r- "- 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SINFONIA MEXICANA FOR THE PROMOTION OF THE ARTS AND CULTURE. expenses (including counsel fees), suits or losses 5 however occurring, or damages arising or growing OUe of the use or receipt of the funds paid hereunder and all 6 operations under this agreement. Payments hereunder are 7 made with the understanding that the City is not involved in the performance of services or other activities of 8 Organization. Organization and its employees and agents are independent contractors and are not employees or 9 agents of the City in performing said services. The costs, salary and expenses of the City Attorney and members of his office in enforcing this agreement on behalf of the City shall be considered as "counsel feesN for the purposes of this paragraph. 10 11 12 13 14 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 15 16 17 18 19 7. Assignment. Organization shall not assign its interest in this Agreement without the prior written 21 approval of City. 20 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and aintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- ~ '- c .r- \.- 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SINFONIA 2 MEXICANA FOR THE PROMOTION OF THE ARTS AND CULTURE. 3 4 Agents and employees, Organization and its agents 5 performing act covered by this Agreement from the claims for property damage for personal injury, including death, 6 as well as from claims for property damage which may arise from Organization's or its agents' operation hereunder, whether such operations be by Organization or its agent or by anyone directly or indirectly employed by either Organization or its agents, and the amounts of such insurance shall be as follows: 7 8 9 10 (a) Public Liability Insurance. In an amount not less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. 11 12 13 (b) 14 less than 15 person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. 16 17 18 19 20 21 22 23 24 25 26 27 28 (cl Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights of subrogation under such policy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- C 1 2 3 4 5 6 7 8 9 10 11 r- '-' - i '-' AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SINFONIA MEXICANA FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: As to City: As to Organization: Mayor's Office Anthony Bocanegra, president SINFONIA MEXICANA 362 West Court Street San Bernardino, CA. 92401 12 City of San Bernardino 300 North "0" Street 13 San Bernardino, CA. 92418 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. DATED: -5- - L 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE SINFONIA MEXICANA FOR THE PROMOTION OF THE ARTS AND 2 CULTURE. c .- '- 3 4 5 6 11 12 CITY OF SAN BERNARDINO Judith Valles, Mayor ORGANIZATION James F. Penman City Atto ney By: 21 22 23 24 25 26 27 28 y -6- c c c , PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Commission I. Applicant Organization (Name, Address, etc.) Sinfonia Mexicana 362 West Court street San Bernardino, CA 92404 Telephone No. ~ 381-5388 Non-Profit I.D. No. 95-6153923 (San Bernardino Symphony) Number of Years in Existence 16 years II. Contact Person: Anthony Bocanegra Title: President Telephone No.: ~ 381-5388 III. ilI'rogram Category Under which Support is Requested: Music ." IV. Period of Support Requested: From~ Se1J1;-.-1, 2001 Through (Starting) Aug. 30, 2002 (Ending) V. Program Description: The Sinfonia Mexicana proposes to present three distinct and culturally relevant Hispanic inspired programs at the historic California Theatre of Performing Arts in San Bernardino. The concert programs noted below will be shown on the following dates: . On December 1,2001, the Sinfonia's traditional "Fiesta Navidad" (Christmas Festival), will be performed by Mariachi Los Camperos de Nati Cano, . On March 7, 2002, in conjunction with the San Bernardino Symphony Orchestra, three of Mexico's premiere tenors will perform, . On May 4,2002, Concerto Para Las Madres (Mother's Day Concert) Mariachi Reyna de Los Angeles and Mariachi Sol de Mexico de Jose Hernandez will perform. The Sinfonia Mexicana's three wonderful and innovative programs will draw an estimated audience of 4,000. Sinfqnia plans to provide 400 free tickets to targeted low-income youth. To be sure, the general public shall be both entertained and educated with Sinfonia's unique musical and cultural performances. For sixteen years, the Sinfonia has brought an array of musical talent to the Inland Empire communities. As we begin the new millennium, arts programs throughout the country are many times the last on the priority list for public or private funds. Yet, inspite of limited funds, the Sinfonia has continually succeeded, against the odds and with only volunteers, to bring classical music programs to the Inland Empire communities that showcase the diverse cultural traditions of Mexico. Sinfonia Mexicana members assist with all aspects of program planning and production. The program committee selects the music genre and artists. Tony Bocanegra coordinates logistics and negotiates contracts with artists, theatre personnel and other matters. Robin Cochran reviews all contracts and serves as technical and legal advisor. I " c c ...."""" I -.... . VI. Estimated number of persons expected to benefit from this program: a) Number of persons by paid attendance: :3,600 b) Number of persons by complimentary admission: 400 c) Number of performances scheduled: 3 d) Total attending all performance (a plus b): 4.000 VII. Need Statement: Recent census demographics revealed an upsurge in the Hispanic population. They comprise approximately 40% of residents in the greater San Bernardino area. The city is a dynamic and ethnically diverse community comprised of almost 200,000 people. The region is projected to add more people than any other metropolitan region in the country by 2005. In the past five years, the Hispanic population in the Inland Empire has grown by 19% and it is projected to grow another 17% by 2002. California's changing demographics require that we as a community value the ethnic diversity within our communities. Cultural factors, such as, beliefs, values, and traditions, must be considered when addressing the cultural health of our communities and the Sinfonia Mexicana programs addresses these needs. . Latinos, as an emerging market, need to be cultivated to more fully support and enjoy the fine musical and cuttural contributions presented by Sinfonia Mexicana. They are still an untapped resource. Demographically, Latinos are a young population and very family-oriented. The mariachi concert traditionally involves local children in the production, particularly the ''posadas'' scene. Family members, of course attend to support their children. These activities engender appreciation of their culture. Indeed, there is a need in the local Latino community for new audience cultivation to instill greater understanding and appreciation of fine classical music, particularly the exquisite Mexican symphonic compositions. It is estimate that 70 to 80% of the audience will be comprised of Latino families. To be sure, the arts provide a competitive advantage to the community. This philosophy certainly applies to the culture of San Bernardino County. Over the last 16 years, Sinfonia Mexicana has inspired state-of-the-art musical innovation. Mexican classical concerts generally are more expensive to produce because of the extraordinary orchestra-related expenses. The complexity of the rich score-driven compositions, coupled by the San Bernardino Symphony Orchestra member's unfamiliarity with the music, require three rehearsals (instead of the usual two) for an optimal performance. The Sinfonia Mexicana has demonstrated over the past 16 years that it can produce quality musical programs that are enjoyed by the entire community. Yet, the cost of orchestra concerts are expensive and produced at a loss. The Sinfonia, in partnership with the Fine Arts Commission, proposes to combine resources from successful Mariachi concerts and the FA Commission grant to achieve several important objectives; one, produce a classical concert; two, maintain the ticket price at an affordable cost; and third, share the cost of production. In meeting these objectives, the Fine Arts Commission of San Bernardino will ensure that our communities enjoy a yearlong program of some of the finest Classical and Mariachi music A study commissioned by the California Arts Council analyzed the positive impacts that the arts have on its citizens and found that nonprofit arts organizations contribute positively to our economic growth and job creation. Research clearly shows that the arts (in addition to the aesthetic value added) are also a significant industry when viewed in economic terms, as well as a strong partner in economic development. "The arts enrich our community in a tangible sense. Nonprofit arts organizations contribute to their cities' economic growth and job creation," The Arts: A Competitive Advantage for California, KPMG Peat Marwick, 1994. 2 " c c c ;- VIII. Intended Results: Sinfonia's three wonderful and innovative programs will be received by approximately 4,000 persons. Approximately 1,000 n~w audience members and 3,000 repeat Sinfonia devotees will benefit by participating in these dynamic presentations highlighting the diverse cultural traditions of Mexico. Indeed, there is a growing body of classical music that great numbers of the local Latino community are not aware exists. Sinfonia plans to provide 400 free classical concert tickets to targeted low-income youth. To be sure, the general public shall be both entertained and educated with Sinfonia's unique musical and cultural performances, programs that impart phenomenal crossover appeal. With the assistance of the City of San Bernardino Fine Arts Commission, the Sinfonia Mexicana plans three distinct and culturally relevant Latino-inspired programs at the historic California Theatre of Performing Arts in San Bernardino on December 1, 2001,the Sinfonia's traditional "Fiesta Navidad" (Christmas Festival), will be performed by Mariachi Los Camperos de Nati Cano. On March 9, 2002, in conjunction with the San Bernardino Symphony Orchestra, three of Mexico's primer tenors will perform. On May 4,2002, celebrating Mother's Day, performing will be Mariachi Reyna de Los Angeles and Mariachi Sol de Mexico de Jose ~ernandez. The Fiesta Navidad will feature Mariachi Los Camperos led by Nati Cano. Mariachi Los Camperos is noted for demanding musical arrangements that highlight the individual skills and voices of the players. The ensemble employs the finest musicians from Mexico and the United States and has performed for audiences throughout the United States and Canada. Nati Cano, Musical Director for Los Camperos, was honored with a "National Heritage Fellowship" by the National Endowment for the Arts in 1990. Mariachi Los Camperos was one of the mariachis that collaborated on Linda Ronstadt's phenomenal best seller, "Canciones de Mi Padre." They continue to raise the mariachi tradition to new heights, with an ever-growing following of Hispanic and non-Hispanic listeners and admirers. Their contributions to the musical life of Los Angeles and the entire southwest will remain for generations to come. The Tenor Classical Concert with the San Bernardino Svmohonv Orchestra will showcase the talents of three nationally known Mexican tenors, Alberto Angel "El Cuervo", Valente Pastore and Umberto. These tenors have performed in both Mexico and the United States. Most recently, they performed at the Orleans Hotel in Las Vegas. For their performance in San Bernardino, they will be performing such classics as "Amor Tibieta" de Fedora, "E Lucevan Le Stelle" de Tosca, "Recondita Armonia" de Tosca, "La Donna e Mobile" de Rigoletto, "Una Furtiva Lagrima" de Lelisir Damore and "la fleur que tu ma avais jetee" de Carmen. The Concerto Para Las Madres (Mother's Dav Concert) will include two outstanding mariachi groups. The first, Mariachi Reyna de Los Angeles, is a group of beautiful young charro-suited women, who are currently making mariachi purist squirm and the rest of us cheer, wildly. Yet, while Mariachi Reyna de Los Angeles is a tradition-breaker, they are also the keepers of the flames of mariachi tradition America's first all-female mariachi group stays true to their music and creative spirits, mixing recognized masterpieces of mariachi with some popular cover tunes The second, Mariachi Sol de Mexico de .Jose Hernandez under the leadership of Jose Hernandez, is the only mariachi in the world that performs in the classical music circuit. He has taken his innovative talents on the road, performing in New Mexico, Denver, Sacramento, San Francisco, with the Inland Empire Symphony Orchestra and with the Los Angeles .Philharmonic The growing success of Mariachi Sol de Mexico demonstrates that mariachi music is now part of the international music mainstream. 3 " C IX. Total anticipated expenses for this period: Staff Costs: Salary & Wages Full Time (# Full Time Employees~ $ -0- Part Time (# Part Time Employees~ $ -0 Payroll Taxes (all categories) $ -0 Fringe Benefits: Medical $ -0 Pension $ -0 Other $ -0 Professional Benefits Union Dues $ -0 Subscriptions $ -0 Other $ -0 Continuing Education . Full Time Employees $ -0 Part Time.Employees $ -0 Travel (all categories) $ -0 Professional Fees/Consultant $ -0 Contract Employees C Salary & Wages Full Time (# Full Time Employees~ $ -0- Part Time (# Part Time Employees~ $ -0 Payroll Taxes (all categories) $ -0 Fringe Benefits: Medical $ -0 Pension $ -0 Other $ -0 Professional Benefits Union Dues $ 175 Subscriptions $ -0 Other $ -0 Continuing Education Full Time Employees $ -0 Part Time Employees $ -0 Travel (all categories) $ -0 Professional Fees/Consultant $ 95.170 Administrative Cost Rent: Office Space $ 21.000 Performance $ 6.180 Storage $ -0 C -more- 4 " Maintenance $ -0 C Security $ -0 Insurance: Office $ -0 Programs $ -0 Utilities $ -0 Equipment rental $ 750 Supplies & Materials $ -0 Printing/Copying: Offi ce $ -0 Programs $ 4.840 Other $ 624 TelephonelFax/Intemet Services: $ 200 Postage/Delivery Services: Office $ 1.200 Programs $ -0 Evaluations/Compliance Services $ -0 &ttstanding Loan Payments $ -0 Other: (identify, lie specific) Ad Sales commission $ 1.100 Artist Lodging/Meals $ 2.600 Sound System Rental $ 5.250 Light/Sound $ 4.500 C Backdrops/Scenery $ 700 Box Office $ 150 Librarian $ 250 Recording $ 600 Piano tuning $ 250 Hospitality $ 600 Advertising Cost $ 3.000 Miscellaneous $ 1.500 TOTAL EXPENSES $ 150,639 c " r- """ c ( -- X. Total anticipated income for this period: Performances: Subscription Special Performances Contracted Performances $ -0- $ 100,000 $ -0- Identify other local arts organizations, which pay you fees to use your services and amounts paid. l. none at this time $ 2. $ 3. $ 4. $ Gifts and Grants Government Grants: Federal $ -0- State $ -0- County $ -0- City $ -0- Foundation $ -0- Corporate $ - 0- Federated Campaigns (United Way, etc.) $ -0- Individual $ -0- (Please identify any individual(s) who will give more than $5,000 in the funding period) l. 2. 3. Funds from Support Groups Loans Advertising Sales Product/Publication Sales Other . -0- -0- 7.000 2,300 -0- $ $ $ $ $ TOTAL INCOME $ 109,300 XI. Amount requested from the San Bernardino Fine Arts Commission: a) b) c) d) Total Expenses (Section IX) Total Income (Section X) AMOUNT REQUESTED (a minus b) Percent of budget $ 150.639 $ 109.300 $ 41.339 27.4 % 6 " . c c c XlI. Future Objectives: What are your contacts and goals for supplemental funding? Sinfonia Mexicana Board of Directors has taken steps to develop the infrastructure necessary for long term program development and financial stability. The Sinfonia is in the process of securing its non-profit 501 (c) (3) status and has begun a proactive approach to fund development. The Sinfonia's fund development plan is to secure foundation funding to develop the administrative infrastructure necessary to successfully establish a viable non profit organization (the Sinfonia is currently under the auspices of the Inland Empire Symphony Association, which serves as its fiscal agent). The strategic fundraising plan includes requesting financial support from direct mail donor solicitations (including past supporters), proposals to the California Arts Council, U. S Council for the Humanities, foundations, and major corporations. We have already identify a group offoundations in California that will support organizational development activities for art related organizations. Proposal requests are now being developed that range from $10,000 to $250,000 for multi-year grants. With the continued assistance of the Fine Arts Commission, it is the intent of the Sinfonia Mexicana to transition into a strong cultural arts organization with a stable financial base, paid staff and quality programming that supports th' organizations mission. In keeping with a diversified funding base special events are being considered, such as, an annual installation-of-officers dinner/dance, annual golf tournament with a musical theme and chartered bus trips to the fabulous Palm Springs Follies as "fun"raisers Sinfonia' s marketing plan includes a creative multi-media promotion and advertising campaign for its concerts. For example, the San Bernardino Sun Newspaper has agreed to provide wide coverage of Sinfonia Mexicana concert programs. Volunteers will conduct live public service radio announcements and will participate in telemarketing of tickets and program ads. As a volunteer group comprised of local civic leaders and others, Sinfonia is responsible for fund raising, program development, coordination, marketing and promotions. Representatives of Sinfonia serve on IESA' s governing board and~A-FepFesentatives serve on Sinfonia' s planning committee. Moreover, the Consul of Mexico continues to be an active participant. The friendship between music aficionados, Drs. Ernie & Dorothy Garcia and Maestro Mateo Oliva of the University of Veracruz at Xalapa developed into a beneficial collaboration which resulted in the imminent world premier in San Bernardino of Maestro Oliva's just-completed symphonic composition of traditional Veracruz folkloric. Last year's mariachi concert at the California Theatre was very successful and received a great deal of publicity (Mayor Judith Valles sang beautifully with the mariachi). They performed to a delighted sold-out house, as did the Vicki Carr concert at Cal State S.B. in 1997. . Support from the City of San Bernardino began at the" $10,000 level in 1990 and increased to $12,500 (95,96,97); $15,000 (98); $18,000 (99). The Calif Arts Council awarded a $25,000 challenge grant in 1987; $5,200 (97); and $2,500 (98). Other major grants include: Florentino Garza, $10,000 (92); Southern Calif Edison Foundation, $2,500(99); Pac Bell, $7,000 (99); Arrowhead Credit Union, $2,000 (99). Other contributors have included Hispanic Recognition Council; Lorna Linda University; Mervyns, Arco Foundation, San Bernardino County Management Services and Florentino Garza. The S.B. Sun consistently provides inkind support. While ticket sales are normally robust for the mariachi concerts ($38,000 average), sales have been underdeveloped in the past for the classical concerts ($l4,000 average) and with the Fine Arts Commission's support we will begin to address this issue. Sinfonia has received numerous commendations and public recognition for being at the forefront of presenting the positive cultural and musical traditions of Mexico. With the financial support of t~e FA Commission it will continue to be at the forefront. c c c ---------------------------------------------------------------. ---------------------------------------------------------------- XIII. Provide a briefhistorylbackground of the organization: The Sinfonia Mexicana's mission is to promote cultural awareness and appreciation of Mexico's fine classical music. The Sinfonia's musical art programs demonstrate the music of Mexico which rivals classical music throughout the world and provides a venue for harmonious coexistence and greater understanding of our cultural diversity. In 1985, serious advocates of classical Mexican music formed the Sinfonia Mexicana under the auspices ofthe Inland Empire Symphony Association. Today, the Sinfonia Mexicana is the only group of its kind in the United States to promote classical music composed by Mexican composers. Although much is known and appreciated about Mexico's folk art and music, virtually little is known about the wealth of symphonic music written by Mexican Composers within the last century. Sinfonia was the first group in the United States established primarily to promote cultural awareness and appreciation of Mexico's fine classical music. The Sinfonia has introduced to Southern California a series of highly acclaimed concerts over the past 16 years. Since 1985, Sinfonia has presented Mexican classical music featuring guest conductors and artists from Mexico and sponsored special performances such as: . In 1985, engaged Abraham Chavez, Director of the EI Paso Symphony as guest conductor, and Miguel Alcazar, world class guitarist and flutist, . In 1986, Maria Teresa Rodriguez, member of the faculty of the National Conservatory and of the Escullb Superior de Musica in Mexico City, exhibited her extraordinary musical talent as guest pianist, . In 1987, Carlos Prieto, world renown cellist, played Concerto For Violoncello by Ricardo Castro, . In 1988, the prestigious Orquestra Sinfonica Nacional de Mexico performed, . In 1990, a tribute to the great Mexican composer of romantic ballads, Agustin Lara, . In 1993, Sinfonia added an annual concert featuring the world-renowned premiere Mariachi Sol de Mexico de Jose Hernandez, . In 1996, Maestro Enrique Arturo Diemecke was introduced to the San Bernardino concert community, taking full command of the orchestra, Maestro Diemecke provided concert-goers with an electrifying performance, . Mexico's premier Mariachi Sol de Mexico de Jose Hernandez, blending mariachi artistry with symphonic orchestra performers in 1994 , . In 1997, Vikki Carr was gave a superb perfornlance at CSUSB's Coussoulis Arena, and . In 1998, a concert celebrating Mexico's traditional Christmas posadas was presented to the Mariachi- loving community for the first time. . In 1999, audiences were delighted with Maestro Diemecke and the Orquestra Sinfonica Nacional de Mexico, as the paid tribute to two of Mexico's greatest composers, Carlos Chavez and Silvestre Rueveltas, . In 2000, hosted the Sinfonica Juvenil de Tijuana, in their Mozart at the Border tour, This is a partial listing of the concerts produced by the Sinfonia Mexicana Society and demonstrates the great success these volunteers have had in bring classical music to the community. Please refer to the attached news articles and programs which reflect the success of our programming. The Sinfonia Mexicana is considered the foremost organization in the region to help promote Mexican musical arts. CERTIFICATION: Project Officer: Anthonv Bocanegra Telephone No.: 909 381-5388 Board President (or Authorized Signatory) Telephone No.: 909 381-5388 Title President / Date Date 01 ~~ 8 c c c Executive Board, Officers and Board of Director members. (Include names, addresses, telephone numbers, position held on board of directors, occupation and years served on board of directors of this organization) Officers President - Anthony Bocanegra, 1370 Oak St., Redlands, CA, 793-5888, Retired, 13 yrs Vice Pres. - Jesse Valenzuela, 2643 W. William St., Banning, CA, 849-3929, Field Rep, 8 yrs Secretary -Robin Cochran, 3456 Parkside Dr., San Bernardino, CA88l-8862, Attorney, 3 yrs Treasurer-Glendy Avila, P.O. Box 208, Highland, CA, 795-1764, Soc. Servo Counselor, 10 yrs Historian - Maria Lopez, 471 W. 25th St., San Bernardino, CA, 886-l637, Acct. Exec., 3 yrs Parliamentarian - Mary 1. Chavez, 1864 Evelyn Cr ., Colton, CA, 884-3841, Secretary, 15 yrs Directors I. Alo"io,Marie, 3064 N. LeRoy St., San Bernardino, CA, 886-3608, retired, 5 years. 2. Arias, Sophie, 2055 N. Central Ave., #9-H, Highland, CA, 863-1988, Exec. Sec., 4 years 3. Avila, Glendy ." 4. Ayala, Elva R., 22236 Cardinal St., Grand Terrace, CA, 783-2736, Case Worker, 1 year 5. Bobbitt, Evelyn, 2265 Cordillera Ave., Colton, CA, 824-8613, Fiscal Clk., 2 years 6. Bocanegra, Anthony 7. Bocanegra, Gloria, 1370 Oak St., Redlands, CA, 793-5888, Account Supvr., 16 years 8. Calderon, Maurice, 202 Airport Dr., San Bernardino, CA, 793-7256, Vice Pres., 5 years 9. Clark, Rachel, 169 S Sierra Way, San Bernardino, CA, 338-7589, City Clerk, 2 years 10. Chavez, Mary, II. Cochran, Robin, 12. Cochran, Lee, 3456 Parkside Dr., San Bernardino, CA 881-8862, Retired, 1 years 13. Enciso, Alfredo, 637 N. Mt. Vernon, San Bernardino, CA, 888-2791, Bus. Owner, l5 years 14. Estrada, Esther, 531 Tiajuana St., San Bernardino, CA, 338-7589, City Council, 2 years 15. Gomez, Graciano, 1265 E. Shamrock St., San Bernardino, CA, 884-1649, Publisher, 15 years 16. Gomez, Trini, 1265 E. Shamrock St., San Bernardino, CA, 884-1649, Publisher, 15 years 17. Gonzalez, Oscar c., 635 e. Evans St., San Bernardino, CA, 889-7065, Retired, 2 years 18. Guzman, Martha, 16838 Ivy St., Fontana, CA, 829-1777, Acc't Exec., 8 years 19. Lopez, Maria 20. Mata, Esther, 930 Edgehill Rd., San Bernardino, CA, 886-7423, Exec Sec., 16 years 21. Miranda, Linda, 11774 Bostick Ave., Colton, CA, 433-0259, Special Ass't, 3 years 22. Orona, Cecilia, 17227 Tulluck St., Fontana, CA, 822-1422, Case Worker, 5 years 23. Salgado, Juan Jose, 532 N. D. St., San Bernardino, CA, 889-9837, Mex. Consulate, 2 years 24. Sanchez, Manny, 73-221 Highway Ill, Palm Desert, CA, 760-773-6600, Engineer, 5 years 25. Schnepp, Mary, 1110 Devonshire Blvd., San Bernardino, CA, 886-4448, Bus.Owner, 5 years 26. Valles, Judith, 3096 Broadmoor, San Bernardino, CA, 882-3604, Mayor, 15 years 27. Valenzuela, Jesse 28. Vasquez, Frances, 10436 Allenby St., Riverside, CA 687-6190, Field Rep, 13 years 9 Peforming Arts - Grant Application Sinfonia Mexicana Proposed Budget C August 1, 2001 - July 31, 2002 Income Fiesta Navidad Tenor Concert Mother's Day Concert Annual Total Ticket Sales $ 35,000 $ 20,000 $ 45,000 $ 100,000 Reserve $ $ $ $ Grants $ $ $ $ Contributions $ $ $ Advertising $ 2,500 $ 1,500 $ 3,000 $ 7,000 Sales Program Bk, $ 800 $ 500 $ 1,000 $ 2,300 $ Total Income $ 38,300 $ 22,000 $ 49,000 $ 109,300 Expenses Artist Fees $ 17,500 $ 23,000 $ 24,000 $ 64,500 concert coordinator $ $ 1,000 $ 500 $ 1,500 Orchestra $ 23,600 $ 23,600 Stage Manager fee $ 250 $ 250 $ 250 $ 750 Stage H:i\ds/loaders $ 1,500 $ 1,520 $ 1,800 $ 4,820 -' ASCAP Fees $ $ 175 $ 175 SB Symphony Admin fee $ 7,000 $ 7,000 $ 7,000 $ 21,000 Theater Penonnance Rental $ 2,060 $ 2,060 $ 2,060 $ 6,180 Music Rental $ 500 $ 500 Truck Rental $ 250 $ 250 C Program Bk Printing $ 1,500 $ 1,200 $ 2,140 $ 4,840 Ticket Printing $ 208 $ 208 $ 208 $ 624 Phone/Faxes $ $ 200 $ $ 200 Bulk Mail/Postage $ 400 $ 400 $ 400 $ 1,200 Ad Sales commission $ 400 $ 300 $ 400 $ 1,100 Artist Lodging/Meals $ 500 $ 1,600 $ 500 $ 2,600 Sound System Rental $ 2,600 $ $ 2,650 $ 5,250 LighUSound $ 1,500 $ 1,500 $ 1,500 $ 4,500 Backdrops/Scenery $ 200 $ $ 500 $ 700 Box Office $ 50 $ 50 $ 50 $ 150 Librarian $ 250 $ 250 Recording $ 200 $ 200 $ 200 $ 600 Piano tuning $ 250 $ 250 Hospitality $ 200 $ 200 $ 200 $ 600 Advertising Cost $ 1,000 $ 1,000 $ 1,000 $ 3,000 Miscellaneous $ 500 $ 500 $ 500 $ 1,500 Total Expenses $ 37,568 $ 67,213 $ 45,858 $ 150,639 Net Income/(Ioss) $ 732 $ (45,213) $ 3,142 $ (41,339) Grant Request to cover shortage $ f41.339\ C 10 c 11\ -' c c Current Financial Statement of The Sinfornia Mexicana 11 07/13/01 c c c Sinfonia Mexicana Society Balance Sheet As of June 30, 2001 ASSETS Current Assets Checking/Savings Sinfonia Checking Total Checking/Savings Total Current Assets 11\ TOTAL ASSETS LIABILITIES & EQUITY Liabilities Current Liabilities Other Current Liabilities Dec 1, 2001 _, Total Other Current Liabilities Total Current Liabilities Total Liabilities Equity General Fund Balance Net Income Total Equity TOTAL LIABILITIES & EQUITY 12 Jun 30, '01 36,075.84 36,075.84 36,075.84 36,075.84 1.060.00 1,060.00 1,060.00 1,060.00 -6,268.65 41 ,284.49 35,015.84 36,075.84 Sinfonia Mexicana Society 07/08/01 Profit & Loss C July 2000 through June 2001 Jut '00 - Jun '01 Ordinary Income/Expense Income Advertising Income 3,670.00 Allocated Grant Revenue 36,000.00 Dinner 1,950.00 Donations 5,630.55 Follies 2,469.00 Handling Charges 757.50 December 9, 2000 32,856.53 May 12, 2001 46,624.00 Member Fee, 2001 565.00 Miscellaneous Income 269.50 Program Ads 3.885.00 Program Income 490.00 Single Tickets 0.00 Table Sponsor 3,240.00 Ticket Revenue 0.00 Totattncome 138,427.08 Cost of Goods Sold Ad commission 419.25 Adm Cost 14,640.02 C Alrfareltravel 4,488.37 Artists Fee 39,755.00 Conductor fee 3,000.00 Coordinator 500.00 Dinner Expense 4,678.43 EDA 300.00 Flowers 20.00 Lodging/Food 1,556.89 Miscellaneous Expense 3.189.52 Outside Ads 150.00 Outside Services 200.00 Postage 952.71 Printing 1,755.69 Program book 6,741.05 Sound 5,900.00 Stage Manager/Hands/Loaders 8.040.51 Theater Rental 4,120.00 Union Dues 33.95 Total COGS 100,441.39 Gross Profit 37.985.69 Expense Credit Card Fees 1,086.85 Dues and Subscriptions 631.68 Follies Expense 1,500.00 . Mariachi Youth 500.00 "- Mayor's Breakfast 150.00 Miscellaneous 0.00 .... 07/08/01 Sinfonia Mexicana Society Profit & Loss July 2000 through June 2001 ,- ...... Office Supplies Professional Fees Uncategorized Expenses Total Expense Jul '00 - Jun '01 81.13 2,000.00 0.00 5,949.66 32,036.03 Net Ordinary Income Other Income/Expense Other Income Prior Year Adjustment Interest Income Total Other Income Other Expense Concert Expense Reimb Total Other Expense 12,518.71 250.59 12,769.30 Net Other Income 3,520.84 3,520.84 9,248.46 41,284.49 Net Income c - 07/13/01 C Sinfonia Mexicana Society Profit & Loss by Class July 2000 through June 2001 15th Anniversary c c 15 TOTAL 07/13/01 C c r -- Sinfonia Mexicana Society Profit & Loss by Class July 2000 through June 2001 Ordinary Income/Expense Income Advertising Income Allocated Grant Revenue Donations Handling Charges May 12, 2001 Program Income Total Income Cost of Goods Sold Ad commission Adm Cost Artists Fee Flowers Miscella,lIeous Expense Outside Ads Postage Printing Program book Sound Stage Manager/Hands/Loaders Theater Rental Union Dues Total COGS . Gross Profit Expense Credit Card Fees Mariachi Youth Miscellaneous Professional Fees Total Expense Net Ordinary Income Other Income/Expense Other Income Interest Income Total Other Income Net Other Income Net Income 5-12-01 Concert TOTAL 3,125.00 3,125.00 14,667.00 14,667.00 1,000.00 1,000.00 562.50 562.50 46,624.00 46,624.00 490.00 490.00 66,468.50 66,468.50 262.50 262.50 7,000.00 7,000.00 23,500.00 23,500.00 20.00 20.00 526.83 526.83 150.00 150.00 6.79 6.79 153.05 153.05 2,139.64 2,139.64 3,650.00 3,650.00 1,843.88 1,843.88 2,060.00 2,060.00 33.95 33.95 ---- ---------- - ---------- 41,346.64 41,346.64 ---~------_._- - -------- 25,121.86 25,121.86 726.86 726.86 500.00 500.00 45.52 45.52 500.00 500.00 1,772.38 1,772.38 23,349.48 23,349.48 37.78 37.78 37.78 37.78 37.78 37.78 23,387.26 23,387.26 16 Sinfonia Mexicana Society 07/08/01 Profit & loss by Class - July 2000 through June 2001 ~ Administrative TOTAL Ordinary Income/Expense Income Donations 715.00 715.00 Handling Charges 2.50 2.50 Member Fee, 2001 565.00 565.00 Miscellaneous Income 269.50 269.50 Total Income 1.612.00 1.612.00 Cost of Goods Sold Adm Cost 640.02 640.02 Miscellaneous Expense 120.17 120.17 Postage 783.00 783.00 Printing 559.95 559.95 Total COGS 2.103.14 2.103.14 Gross Profit -491.14 -491.14 Expense Credit Card Fees 45.57 45.57 Dues and Subscriptions 104.50 104.50 Mayor's Breakfast 150.00 150.00 Miscellaneous -903.98 -903.98 C Office Supplies 81.13 81.13 Professional Fees 1.500.00 1.500.00 Total Expense 977.22 977.22 Net Ordinary Income -1,468.36 -1.468.36 Other Income/Expense Other Income Prior Year Adjustment 12.518.71 12.518.71 Interest income 212.81 212.81 Total Other Income 12,731.52 12.731.52 Net other Income 12.731.52 12.731.52 Net Income 11,263.16 11,263.16 '- 17 Sinfonia Mexicana Society 07/08/01 Profit & Loss by Class July 2000 through June 2001 - '- December 9, 2000 TOTAL Ordinary IncomelExpense Income Advertising Income 545.00 545.00 Allocated Grant Revenue 6,666.00 6,666.00 Handling Charges 190.00 190.00 December 9, 2000 32,856.53 32,856.53 Program Ads 500.00 500.00 Ticket Revenue 0.00 0.00 Total Income 40,757.53 40,757.53 Cost of Goods Sold Ad commission 156.75 156.75 Adm Cost 7,000.00 7,000.00 Artists Fee 14,655.00 14,655.00 Coordinator 500.00 500.00 Postage 162.92 162.92 Printing 733.45 733.45 Program book 1,108.91 1,108.91 Sound 2,250.00 2,250.00 Stage Manager/Hands/Loaders 4,405.51 4,405.51 Theater Rental 2,060.00 2,060.00 Total COGS 33,032.54 33,032.54 C Gross Profit 7,724.99 7,724.99 Expense Credit Cerd Fees 314.42 314.42 Dues and SUbscriptions 527.18 527.18 Miscellaneous 423.80 423.80 Total Expense 1,265.40 1,265.40 Net Ordinary Income 6,459.59 6,459.59 Net Income 6,459.59 6,459.59 '- 18 c ,.- \- 19 07/13/01 C Sinfonia Mexicana Society Profit & Loss by Class July 2000 through June 2001 Ordinary Income/Expense Income Allocated Grant Revenue Program Ads Single Tickets Total Income Cost of Goods Sold Airfareltravel Artists Fee Conductor fee LodgingfFood Miscellaneous Expense Outside Services 0Ii Program book Stage M3:!,ager/HandsfLoaders Total COGS Gross Profit c Net Ordinary Income Other IncomefExpense Other Expense Concert Expense Reimb Total Other Expense Net Other Income Net Income c October 21, 2000 14,667.00 3,385.00 0.00 18,052.00 4,488.37 1,600.00 3,000.00 1,556.89 817.77 200.00 3,492.50 370.00 15,525.53 2,526.47 2,526.47 3,520.84 ---~-_._-,.- 3,520.84 -3,520.84 -994.37 20 TOTAL 14,667.00 3,385.00 0.00 18,052.00 4,488.37 1,600.00 3,000.00 1,556.89 817.77 200.00. 3,492.50 370.00 15,525.53 2,526.47 2,526.47 3,520.84 3,520.84 -3,520.84 -994.37 07/13/01 C c ,-- '- Sinfonia Mexicana Society Profit & Loss by Class July 2000 through June 2001 July 30, 2000 TOTAL Ordinary Income/Expense Income Donations 3,850.55 3,850.55 Total Income 3,850.55 3,850.55 Cost of Goods Sold EDA 300.00 300.00 Miscellaneous Expense 1,446.60 1,446.60 Stage Manager/Hands/Loaders 1,421.12 1,421.12 ---------~- Total COGS 3,167.72 3,167.72 Gross Profit 682.83 682.83 ~ . Net Ordinary Income 682.83 682.83 Net Income -' 682.83 682.83 ---- - 21 '~ " Detailed financial narrative explaining the use of funds provided the prior program year. c - .' c c 22 " . c c c Sinfonia Mexicana of the Inland Empire Symphony Association City of San Bernardino Fine Arts Commission Grant for Fiscal year 2000 - 2001 The grant was utilized to cover a portion of the artist fees. 1. Grant Disbursement Report Amount of Grant, $18,000 - FY 2000 - 2001 Expenditures: Christmas Concert -12/9/00 - Artist Fees ~ Mother's Day COJlcert - 5/12/01 - Artist Fees $ 5,000.00 $ 13.000.00 Total Fine Arts Commission Grant $ 18,000.00 23 < I .< ....... """ -I San=: CA 924()1 909-381-5388 . . 909-381-5380 Pn,elfted by the llllmul Empire Symphony As,ociDtWn Carlo Ponti, Jr. Music Director, Conductor Mark Edwards President May 29,2001 . . Dear Sinfonia Mexicana Supporter, ,> c The purpose of this letter is to advise you that the Inland Empire Symphony AssoJ<iation, DBA the San Bernardino Symphony, is the fiscal agent for the Sinfunia Mexicana. The Inland Empire Symphony Association (Symphony) is a <:;a1ifornia non-profit corporation and the Sinfonia Mexicana functions as a separate committee of the Symphony. The Symphony's tax identification . number is 95-6153923. If you have any questions concerning the foregoing, please do not hesitate to contact me at (909) 3981-5388. Cordially, 7YJ~ d- ~~"I= Mary ~clinepp First Vice President r \... 24 . . c . c - '- Attachments referred to in Section XIII, page 8, final paragraph. News Articles, Programs, advertisement and flyers .' ~~ Synopsis: Sturges Family Playhouse The Sturges Family Playhouse was founded in 1988 by the Hlebasko Family to provide quality Children's Community Theater at affordable prices, with the emphasis on versatile family entertainment in the downtown area. The Sturges Family Playhouse was adopted as the "Resident Children's Playhouse" at Sturges Center for the Fine Arts and provides a diversified culturally mixed performance attendance venue especially from the downtown based community families. . Estimated attendance - 5,300 . Number of performances - 37 . Estimated costs - $72,551.13 . Estimated income - $54,100.00 . Grant requested - $18,451.13 . Fine Arts Commission recommends - $8,000 r- \.- ,- "- /""'"-. \..- ~(g~~)V , RESOLUTION No. 1 2 3 4 5 6 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE STURGES FAMILY PLAYHOUSE FOR THE PROMOTION OF ARTS AND CULTURE. 7 8 SECTION 1. The Mayor of the City of San Bernardino is hereby 9 authorized and directed to execute on behalf of said City an Agreement with Sturges 10 Family Playhouse, a copy of which is attached hereto marked Exhibit "A" and 11 incorporated herein by references as fully as though set forth at length. 12 13 14 15 16 17 18 19 20 21 22 23 24 25 III 26 27 28 SECTION 2. The authorization to execute the above referenced agreement is rescinded if the parties to .the agreement fail to execute it within sixty (60) days of the passage ofthis resolution. III III III III III III III III -- '- r' '-' -- '-' 27 28 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE STURGES FAMILY PLAYHOUSE FOR THE PROMOTION OF ARTS AND CULTURE I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof. held on the _ day of ,2001, by the following vote. to wit: Council Members: AYES NAYS ABSTAlN ABSENT ESTRADA LlEN MCGlNNIS SCHNETZ SUAREZ ANDERSON MCCAMMACK City Clerk The foregoing resolution is hereby approved this day of 2001. Judith Valles, Mayor City of San Bernardino Approved as to Form and legal content: JAMES 25 City An 26 By: c -- , '- 1 2 3 4 AGREEMENT Fine Arts Fundinq THIS AGREEMENT is entered into between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "CityH and the Sturges Family Playhouse, a non-pro~it organization, referred to an "OrganizationH 5 6 7 8 The parties agree as follow: Recitals. 1. A. Organization has requested financial Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal (hereinafter "the proposalH) approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and shall govern the uses of the funds provided herein. The 14 financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. 9 10 11 12 13 15 16 17 18 19 B. The expenditure is for valid municipal public purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. Payment. Upon presentation of a claim to the Office, City shall pay to Organization from the 20 2. Mayor's 21 22 23 24 25 -,-. 26 '- 27 28 -1- .- '- ,-. '- ,-. \- 1 2 3 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE STURGES FAMILY PLAYHOUSE FOR THE PROMOTION OF THE ARTS AND CULTURE. 4 budget for the 2001-02 fiscal year, the total sum of $8,000.00 dollars, to cover the costs per Fine Arts grant 5 application agreement. 6 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in 7 Paragraph 1 and in strict compliance with the provisions 8 set forth in the agreement. No deviation from the agreement shall be made without the. expressed approval of 9 the City of San Bernardino. Said funds shall be expended by June 30, 2002, and any unexpended funds shall be 10 returned to City by Organization. 11 4. Accounting. Within 20 days after the completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with said event as it relates to the fund which were provided 14 by the City. Financial records shall be maintained in accordance with generally accepted accounting principles by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and records of Organization are to be kept open for inspection at any time during the business day by City or its officers or agents. Failure to submit financial records in accordance with this section result in the Organization reimbursing the City. 12 13 15 16 17 18 the the will 19 5. Hold Harmless. Organization agrees to defend, indemnify, and hold 21 and its employees and agents from all charges, covenants and harmless the City liabilities and 20 22 23 24 25 26 27 28 -2- c - '- .- '-' 1 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE STURGES FAMILY PLAYHOUSE FOR THE PROMOTION OF THE ARTS AND 2 CULTURE. 3 4 expenses (including counsel fees), suits or losses 5 however occurring, or damages arising or growing out of the use or receipt of the funds paid hereunder and all 6 operations under this agreement. Payments hereunder are 7 made with the understanding that the City is not involved in the performance of services or other activities of 8 Organization. Organization and its employees and agents are independent contractors and are not employees or 9 agents of the City in performing said services. The costs, salary and expenses of the City Attorney and 10 members of his office in enforcing this agreement on behalf of the City shall be considered as "counsel fees" 11 for the purposes of this paragraph. 12 13 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid hereunder for any reason by mailing a ten-day written 14 notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 15 16 17 18 19 o 7. Assignment. 2 its interest in this 21 approval of City. Organization shall not assign Agreement without the prior written 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and maintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- r- '-' .- '- , '-' 1 2 3 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE STURGES FAMILY PLAYHOUSE FOR THE PROMOTION OF THE ARTS AND CULTURE. 4 5 Agents and employees, Organization and its agents performing act covered by this Agreement from the claims 6 for property damage for personal injury, including death, 7 as well as from claims for property damage which may arise from Organization's or its agents' operation 8 hereunder, whether such operations be by Organization or its agent or by anyone directly or indirectly employed by either Organization or its agents, and the amounts of such insurance shall be as follows: 9 10 11 (a) Public Liability Insurance. In an amount not less that $1,000,000 for irjuries, including, but not 12 limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 (b) less than person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. (c) Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state la~ if the funds provided hereunder are to paid as salary to any employee of Organization. Organization shall require that all rights of subrogation under such policy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. -4- r- 1 '--' 2 3 4 5 6 7 8 r '-' 14 15 16 17 18 19 20 21 22 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE S,uRG~S FAMILY PLAYHOUSE FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: 9 10 As to City: As to Organization: Mayor's Office 11 City of San Bernardino 300 North ~Dff Street 12 San Bernardino, CA. 92418 Randy Hlebasko, Founder Sturges Family Playhouse 6080 Buchanan Street San Bernardino, CA. 92404 13 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. 23 DATED: 24 -5- 25 - 26 '-' 27 28 r 1 \- 2 3 4 5 6 7 8 9 10 11 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE S~URGES FAMILY PLAYHOUSE FOR THE PROMOTION OF THE ARTS AND CULTURE. CITY OF SAN BERNARDINO Judith Valles, Mayor ATTEST: Rachel G. Clark, City Clerk ORGANIZATION 12 13 Approved as to form ,r-- and legal content: \.- 14 "- 15 James F. Penman 16 City Attorney 17 18 By: 19 20 21 22 23 24 25 26 27 28 -6- - PERFORMING ARTS - GRANT APPLICATION FORM City of San Bernardino - Fine Arts Com....... 100".. 1. Applicant OrgaDization (Name, Address, etc.) ~TURGES FAMILY PLAYHOUSE 6080 Bl,ICHANAN ST SAN BERNABDINO CA 92404 ,,- \. \..... Telephone No. (909) 864-5241 Non-Profit 1.D. No. 33-0073908 Number of Years in Existence Four (4) n. Contact Person: Randv Hlebasko Title: Founder/Producer Telephone No.: (909) 864-5241 m. Program citegory Under which Support is Requested: THEATRE IV. Period of Support Requested: From: Seol. 1. 2001 Through (Starting) AUQ. 31. 2002 (Ending) v. Program Description: " THE STURGES FAMILY PLAYHOUSE, having completed four years of quality Community Musical Theatre and Family Entertainment to San Bernardino, is moving forward with higher quality productions, expanded target audiences, and accessability to most socio-economic individuals and families in San Bernardino. With a focus on both educational and artistic offerings, the Sturges Family Playhouse will commence their season with "THE SOUND OF MUSIC", followed by the beloved children's classics, "HEIDI" and "THE SECRET GARDEN". Each production offers a school matinee with comprehensive educational packets for teachers and parents. NEW this season will be a children's publiC performance and school matinee of the internationally acclaimed "Parachute Express". In addition, THE STURGES CENTER HONORS, now an annual event, will acknowledge the accomplishments and contributions of local community members and organizations who advocate and support the performing arts. Sturges Family Playhouse's most outstanding performers, technical crew, and staff achievements will also be honored. Finally, our summer show will be a family favorite, 'STATE FAIR", featuring perhaps one of our largest all age casts ever! - , - . VI. Estimated nWDber of persons expected to benefit from this program: a) Number of persons by paid attendance: 5.300 _ b) Number of persons by complimentary admission: 500 ~ c) Number of performances scheduled: 37 d) Total attending all performance (a plus b): 5.800 VII. Need Statement: \... The infusion and availability of performing arts in any community fill the great need for culture and joy in one's life. An essential balance is achieved with programs such as THE STURGES FAMILY PLAYHOUSE, offering training and an opportunity to perform for all ages. This benefits an all age audience as well. The need fOr quality life community theatre and family entertainment at affordable prices is just minutes from home, and made possible by the Sturges Family Playhouse. . The "magic" of quality musical theatre is nothing less than awesome. Our target audience groups ~ now expanding from children and families to experienced theatre goers and performing veterans. Also outstanding educational programs that coordinate with California state mandates of peer performances and curriculum elements offered by the Sturges Family Playhouse delight educators and student audiences. The overwhelming need for our youth to feel good about themselves, make wise choices, and have a "connection" (which we provide through involvement in our theatre). Is definitely part of the "need" for our program. CHILDREN WHO HAVE BEEN LABELED . ELSEWHERE (ADO, LH, PHYSICALLY HANDICAPPED, AND SOCIALLY MALAD~USTED) THRIVE IN THE PERFORMING ARTS. .- The Playhouse fills a need to showcase local performers and enhance the arts in the downtown area. Versatile show selections in addition to educational offerings and special events fill the on-going need for uplifting entertainment, learning experiences, and strong "m~ssage" productions. The need for "under-served" to be involved with the arts is crucial. Those who have little or no opportunity to enjoy the aura of musical theatre are the very ones we invite to be our guests...and sometimes, our performers II Child Help Village (abused children), Option House (domestic violence shelter), Pediatric Wards, and disabled seniors and others all love to see a wonderful production, and then meet the cast, get a tour of the backstage, and receive complimentary refreshments. Our productions are geared toward families in many ways: ...Show selection, Early curtain time (7:00 pm), Length of production, and Affordable ticket prices. Our vision is to offer outstanding, unique, and solid programs. The Sturges Family playhouse plans on being a "comerstone" in local theatre for years to come. c -.;L- VllI. Intended Results: ,-, Intended results for this season at the Sturges Family Playhouse include: '-" . Continued quality musical theatre in downtown area . Strong connection with community members and Sturges Family Playhouse . Partnerships with schools, organizations enhancing each production . Increased numbers of children and families involved in and attending shows . Impact City of San Bernardino with our contribution to the performing arts How exciting to begin our fifth year in community theatre, collaborating with a high profile fine arts commission, mayor, and common council! The experience of either performing and/or watching live theatre is often life changing. Careers, educational goals, and dreams can be realized through involvement in community theatre. Supplementing declining arts programs in the schools, and injecting the downtown area with community theatre in addition to sports venues, businesses, and eateries, fills a great need in San Bernardino in becOming a-mecca of entertainment offering a constant variety of events and activities to enjoy. New intended results will align with the new vision statement established by the Fine Arts Commission, setting the pace for networking, partnership, and cooperative interaction and sharing within the arts community in San Bernardino. ,.._ Bringing outstanding productions to downtown San Bernardino at a community theatre ""'" level allows the participation of all ages, ethnic groups, different levels of ability to all come together for a particular good, following the Sturges Family Playhouse productions, involve the youth tend to f\ock to their drama and choir departments at school. They have discovered they can be "stars", and commence using their new born talents. Local performers enjoy honing their skills, advancing in roles and abilities, and applying their confidence and stage presence to other aspects of their lives. Another important result of our program will be achieved by providing a "full service theatre" for our community, offering careful and versatile show selection to entertain and uplift the diverse and unique cultural population of San Bernardino. r"'- "- - 3- IX. Totalanticipaced expeases for tJaiI period: ,-. Staff Cosa: "-' Salary & Wages Full Time (# Full Time Employees ) $ 0 Part Time (# Part Time Employees ) $ 7.900.00 Payroll Taxes (all categories) $ 0 Fringe Benefits: Medical $ 0 Pension $ 0 Other $ 0 Professional Benefits: Union Dues $ 0 Subscriptions $ 0 Other $ 0 Continuing Education: Full 'Iime Employees $ 0 Part Time Employees $ 0 Travel (all categories) $ 0 Professional Fees/Consultants $ 0 Contract Employees: Salary & Wages Full Time (# Full Time Employees ) $ 0 Part Time (# Part Time Employees . ) $ 11.485.00 C Payr~ITaxes(allc~gorie~ $ 0 Fringe Benefits: Medical $ 0 Pension $ 0 Other $ 0 Professional Benefits: Union Dues $ 0 Subscriptions $ 0 Other $ 0 Continuing Education: Full Time Employees $ 0 Part Time Employees $ 0 Travel (all categories) $ 0 Professional Fees/Consultants $ 450.00 Administrative Costs: Rent: Office Space $ 0 Performance (Royalties) $ 11.300.00 Storage $ 2.496.00 C -more- -4- Maintenance (Copier) $ 800.00 ~-. Security $ 0 "'- InslU'llllce: Office $ 0 Programs $ 1.520.13 Utilities $ 0 Equipment $ 3.750.00 Supplies & Materials $ 20.350.00 Printing/Copying: Office $ 1.900.00 Programs $ 3.552.00 Other (Marketing) $ 5.500.00 Telephone/Fax/Internet Services $ 868.00 PostagelDelivery Services: Office $ 680.00 Programs $ 0 Evaluation/Compliance Services $ 0 Outstanding Loan Payments $ 0 Other: (identiiY, be specific) $ 0 $ 0 $ 0 -- ........ TOTAL EXPENSES $ 72.551.13 , '- 5~ X. Total anticipated income for this period: ,- "-' Performances: Subscription Special Performances Contracted Performances $ 30.500 $ 0 $ 7.500 Identify other local arts organi7ations, which pay you fees to use your services and amounts paid. I. None $ 0 2. $ 0 3. $ 0 4. $ 0 (,~ '-' Gifts and Grants Govermnent Grants: . Federal $ 0 ~re $ 0 County $ 0 City $ 0 Foundation $ 0 Corporate $ 2.500.00 Federated Campaigns (United Way, etc.) $ 0 Individual $ 1.000.00 (please identify any individual(s) who will give more than $5,000 in the funding period) I. None 2. 3. Funds from Support Groups (Guild) Loans Advertising Sales ProductlPublication Sales Other (FundraiseIS) $ $ $ $ $ 4.000.00 o 1.600.00 o 7.000.00 TOTAL INCOME $ 54.100 XI. Amount requested from the San Bernardino Fine Arts Commission: c a) b) c) d) Total Expenses (Section IX) Total Income (Section X) AMOUNT REQUESTED (a minus b) Percent of budget $ 72.551.13 $ 54.100.00 $ 18.451.13 25 % -{q- XII. Future Objectives: .- Iooor What are your contacts and goals for supplemental funding? Our current contacts and goals for supplemental funding include two major volunteer efforts at the Califomia Speedway, Route 66 non-profit booth, and guild sales. Increased advertising and grant requests/underwriting will hopefully prove fruitful this season. In the hopes in implementing the new MISSION AND VISION STATEMENTS of the City of San Bernardino's FINE ARTS COMMISSION, we have added new objectives to create partnerships with arts programs, schools and businesses that will best serve and enhance the cultural arts needs of San Bernardino. Our immediate goal is to become increasingly self-sustaining and high profile as a community performing arts organization and resource by: 1-::- '--" . Increasing communication through mailing list . Creating season ticket packages . Continuing show selection that will showcase children in addition to all age cast . Creating two additional fund raisers that will increase funds and visibility in the city . Increasing advertising and marketing through budget adjustments . Securing underwriting, corporate donors/sponsors, and grants . Creating partnerships that will benefit all involved We plan to expand the profile and fund-raising abilities of our guild. and secure corporate sponsors to underwrite productions, thus ensuring solid profits, which we split with Sturges Center for the Fine Arts. Donations from arts patrons, and local organizations and businesses will assist us in staying in the black as we always have done. The Fine Arts Commission is an essential part of our future objectives with their newly amended purpose and involvement in the success of the arts programs within San Bemardino. ~ --. -1 - - "'- c c XIll. Provide a briefhistorylbaeqroud ofdae orpDization: The Sturges Family Playhouse founders, Randy and Linsay Hlebasko wrote a proposal for a resident musical theatre to be at the Sturges Center for the Fine Arts in May of 1997. At that time, the San Bernardino Civic Light Opera had dissolved and the California Theatre was dark most of the time. The Hlebaskos had been offering arts programs involving children for the previous nine years including, "Kids Up" at cable access television, Carousel Mall Children's Theatre, parks and recreation groups at Norton Air Force Base. They thought a family playhouse at the Sturges Center, in the downtown area would be perfect. The Sturges Center Foundation under the direction of Thelma Press, Sturges General Manager Charles Bradley and Sturges Theatre Manager Harald Luther all praised the idea, and the Hlebaskos began to recruit a volunteer staff, Lindsay began writing the script and score for an original adaptation of Heidi, and Randy financed the project out of pocket. Heidi opened in,October of 1977, followed by "The Wizard of Menlo Park", "Beauty and the Beasf, "WheriVou Fracture a Fairy Tale", "The Best of Friends", "The Princess and the Pea", The Pirates of Penzance", "Bye, Bye, Birdie","TheVelveteen Rabbif, and the most recent production of "Saturday's Warrior". The Playhouse is known for there entertaining school matinees and educational packets along with fine family entertainment at affordable prices for the public. Networking with the community is a priority and the Playhouse is a sponsor of the Miss San Bernardino Pageant; the City of Readers, and member of the Chamber of Commerce. The Playhouse often supplies complimentary entertainment for civic and special events. Participation in parades, at schools allows the PlayhOUse to feel like a member of the San Bernardino Family. Now beginning its fifth season, the Playhouse remains a member of the Inland Theatre League and Southern California Musical Alliance, both of which recognize excellence in artistic and technical performance. CERTIFICATION: Project Officer: RandolDh T. Hlebasko Telephone No.: (909) 864-5241 Board President (or Authorized Signatory) Telephone No.: (909) 864-5241 Title Producer Date 7-16-01 ~ 'Z1Jf:.I~_ Date 7-16-01 -~- EUC1dive....... Oflh 1 . Mdlleud of"IC'I"J~l'IJ! '1" (IDelude nIlMefI, Iddrcml.1elt.pb0a6 numhen. pcliidoIl beId on boerd of di.ectors, occupllion 8Dd years served on boIId of director of this OI'p"i-nw) ,.- '- Randolph T. Hlcbasko, Prcsidentl~FoUDder, Educator, 4 years 6080 Buchanan 8t San Bernardino CA 92404 (909) 864-5241 Gloria Graham, Vice President, Author, 2 years 2889 Ridgeview Rd Highland CA 92346 (909) 864-1995 Vicki Benedict, Secretary, Hair Dresser, 2 years 2917 Mojave Ct Highland Ca 92346 (909) 862-2198 Tammy Dulaney, Historian, Educator, 2 years 5095 N. Lugo Ave .- San Bernardino CA 92404 (909) 882-5775 Tami Hlebasko, Member at Large, Guest Services Coordinator-Calif Speedway, 4 years, 7237 Perris Hill Rd San Bernardino Ca 92404 (909) 884-7687 ,.- "'" Lindsay Hlebasko, Co-Founder/Member at Large, PlaywrigbtlPerforming Arts Instructor, 4 years 6080 Buchanan St San Bernardino Ca 92404 (909) 864-5241 r "'-' -q- DI..u_.eNT OP PRBVIOUS ..,.NT......AWAllDl!D PALL 2.000 r- P..... TIle "n .......rdlno ..... Arts CoMmission....... ~ AMOUNT OF GRANT: $5,000 H_rtfelt thanks for your much appreciated support! The grant of $5,000 was distributed mostly to the largest production for our season, 'BVI! BYE BIRDIE" for royalties ($1300), Sets & Props for same show ($1100) and Costumes ($1700 for dyer 300 costumes" Also, one of our orIgina' production casts of , -wHEN YOU FRACTURe A FAIRY TALE" was enabled to produce a CD recording of the original score for that show, and made It ayailable to schools, the cast and the public. J$>o '- TOTALS FOR GRANT DISBURSEMENT BREAKDOWN Bye Bye Birdie ROYALTIES $1300 Bye Bye Birdie seTS I PROPS $1100 Bye Bye Birdie COSTUMES $1700 Fracture RECORDING I CD $ 900 $5000 r '- - \0- Sturges Family Playhouse Financial Report - Beginning Balance: $3,789.17 (6-30-00) INCOME: Ticket Sales: $17,477.00 Grants: $ 5,00.00 Donations: $ 9,158.00 Guild: $ 3,807.50 Advertisement: $ 828.00 Refund: $ 378.50 Rental: $ 2,310.00 TOTAL; $38,959.00 EXPENSES: Admin/Office: $ 5,356.53 Equipment: $ 1,500.00 Production Costs: $ 12,293.96 TOTAL: $33,811.12 - Ending Balance: $8,937.05 """ r ....... .- /(- Synopsis: CSUSB Foundation, Coyote Conservatory For the Arts The CSUSB Foundation, Coyote Conservatory for the Arts is a new children's organization, created to provide to the children of the City of San Bernardino a safe, enjoyable and diverse environment to explore the various aspects of the arts. Young citizens of a variety of ages and backgrounds are part of this conservatory with programming that includes visual arts, puppetry, creative drama, acting, dance, musical theatre and theater crafts. The Puppetry Place will have emphasis on creating and performing with puppets. . Estimated Attendance - 2,100 . Number of Performances - 12 . Estimated Costs.......... ....$29,188.00 . Estimated Income........ ....$24,298.00 . Grant requested was for.. ...$4,890.00 . Grant award recommended.$3,000.00 .".-. \...- 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 '-- 27 28 ,- '- o Ares '\::J7 \S7 ~j' L; U RESOLUTION NO. 1 2 3 4 5 6 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE CSUSB FOUNDATION, COYOTE CONSERVATORY FOR THE ARTS FOR THE PROMOTION OF ARTS AND CULTURE. SECTION I. The Mayor of the City of San Bernardino is hereby authorized and directed to execute on behalf of said City an Agreement with CSUSB Foundation, Coyote Conservatory for the Arts, a copy of which is attached hereto marked Exhibit" A" and incorporated herein by references as fully as though set forth at length. SECTION 2. The authorization to execute the above referenced agreement is rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage ofthis resolution. III III III III III III III III III '- 14 ANDERSON 15 MCCAMMACK 16 17 18 19 20 c -- ,- ! \.- 1 2 3 4 5 6 7 8 9 10 11 12 13 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH THE CSUSB FOUNDATION, COYOTE CONSERVATORY FOR THE ARTS FOR THE PROMOTION OF ARTS AND CULTURE I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereot: held on the _ day of . 200 I. by the following vote. to wit: AYES NAYS ABSTAIN ABSENT Council Members: ESTRADA LIEN MCGINNIS SCHNETZ SUAREZ City Clerk The foregoing resolution is hereby approved this day of 2001. 21 22 23 24 25 26 27 28 Judith Valles. Mayor City of San Bernardino Approved as to Form and legal content: By: ./--- '- ,-. \- ,....- "- 1 2 3 AGREEMENT Fine Arts Fundinq THIS AGREEMENT is entered into between the CC~Y OF SAN BERNARDINO, a municipal corporation, referred co as ftCityN and the CSUSB Foundation, Coyote Conservatory for the Arts, a non-profit organization, referred to an "Organization" 4 5 6 7 8 9 The parties agree as follow: Recitals. 1. A. Organization has requested financial Assistance from City for fiscal year 2001-02, in order to assist in defraying the expense of certain concerts, shows, festivals, or events of activities sponsored by Organizations as set forth Organization's grant proposal (hereinafter ftthe proposalN) approved by the Fine Arts Commission of the City. A copy of said proposal is on file in the Mayor's Office of Cultural Affairs. The terms of the proposal are incorporated herein by reference and 14 shall govern the uses of the funds provided herein. The 15 financial assistance provided for this agreement is made on a one-time only basis, and receipt of said funds shall not imply a continuing obligation of the City beyond the terms of this Agreement. 10 11 12 13 16 17 B. The expenditure is for valid municipal public 18 purpose, to wit: for the promotion of art appreciation in San Bernardino, as more fully set forth in the proposal submitted by Organization. 19 20 2. Payment. Upon presentation of a claim to the 21 Mayor's Office, City shall pay to Organization from the 22 23 24 25 26 27 28 -1- c ,- l... ,- \.....- 1 2 3 <I AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CSUS2 FOUNDATION, COYOTE CONSERVATORY FOR THE ARTS FOR THE PROMOTION OF THE ARTS AND CULTURE. 5 6 7 budget for the 2001-02 fiscal year, the total sum of $3,000.00 dollars, to cover the costs per Fine Arts grant application agreement. 3. Use of Funds. The funds paid to Organization shall be used solely for the purposes set forth in Paragraph 1 and in strict compliance with the provisions set forth in the agreement. No deviation from the 9 agreement shall be made without the expressed approval of the City of San Bernardino. Said funds shall be expended by June 30, 2002, and any unexpended funds shall be returned to City by Organization. 8 10 11 4. Accounting. Within 20 days after the completion of the event, the Organization shall submit to the Mayor's Office, with copy to the Director of Finance, an accounting of the actual expenditures connected with 14 said event as it relates to the fund which were provided by the City. Financial records shall be maintained in 15 accordance with generally accepted accounting principles by Organization in such manner as to permit City to easily trace the expenditures of the funds. All books and records of Organization are to be kept open for inspection at any time during the business day by City or its officers or agents. Failure to submit financial records in accordance with this section result in the Organization reimbursing the City. 12 13 16 17 18 the the will 19 20 5. Hold Harmless. Organization agrees to defend, indemnify, and hold and its employees and agents from all charges, covenants and harmless the City liabilities and 21 22 23 24 25 26 27 28 -2- r \.....- ~ "- -- '-' 1 2 3 4 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CS0S3 FOUNDATION, COYOTE CONSERVATORY FOR THE ARTS FOR THE PROMOTION OF THE ARTS AND CULTURE. expenses (including counsel fees), suits or losses however occurring, or damages arising or growing out of 6 the use or receipt of the funds paid hereunder and all operations under this agreement. Payments hereunder are 7 made with the understanding that the City is not involved 8 in the performance of services or other activities of Organization. Organization and its employees and agents are independent contractors and are not employees or agents of the City in performing said services. The costs, salary and expenses of the City Attorney and members of his office in enforcing this agreement on behalf of the City shall be considered as "counsel fees" for the purposes of this paragraph. 5 9 10 11 12 6. Termination. City shall have the right to terminate this Agreement and any funding remaining unpaid 14 hereunder for any reason by mailing a ten-day written notice to Organization and this agreement shall terminate ten days after the mailing of such notice. In event this 16 Agreement is terminated for reasons of improper use of funds or use of funds for any purpose other than those authorized, any unexpended portion of funds provided by City shall be returned to City. In addition, Organization shall reimburse to City any funds expended which were used for any purpose other than those authorized under this Agreement. 13 15 17 18 19 20 7. Assignment. Organization shall not assign 21 its interest in this Agreement without the prior written approval of City. 22 23 24 25 26 27 28 8. Insurance. Organization shall take out and maintain during the life of this Agreement such public liability and property damage insurance, naming the City as additional insured, so as to insure City, its elective and appointive boards, commissions, officers, -3- c ,.-.. '- /- '- 1 2 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND FOUNDATION, COYOTE CONSERVATORY FOR THE ARTS PROMOTION OF THE ARTS AND CULTURE. THE CSUSB FOR THE 3 4 5 Agents and employees, Organization and its agents 6 performing act covered by this Agreement from the claims 7 for property damage for personal injury, including death, as well as from claims for property damage which may 8 arise from Organization's or its agents' operation hereunder, whether such operations be by Organization or 9 its agent or by anyone directly or indirectly employed by either Organization or its agents, and the amounts of 10 such insurance shall be as follows: 11 (a) Public Liability Insurance. In an amount not 12 less that $1,000,000 for injuries, including, but not limited to, death, to any person, and subject to the same limit for each person, in an amount not less than $100,000 on account of anyone occurrence. 13 14 (b) 15 less than person on Property Damage Insurance. In an amount not 50,000 for damage to the property of each account of an occurrence. 16 17 (c) Workers Compensation. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to be paid as a salary to any employee of organization. Organization shall provide worker compensation insurance in the amount required by state law if the funds provided hereunder are to paid as salary to any employee of 21 Organization. Organization shall require that all rights of subrogation under such policy of workers compensation insurance shall be waived as to City. City shall be set forth as a additional named insured in each policy of insurance provide hereunder. 18 19 20 22 23 24 (d) The Certificate of Insurance furnished to the City shall require the insurer to notify the City of any change or termination in the policy. 25 26 27 28 -4- l'-'. 1 '-' 2 3 4 5 6 7 8 - \.-. -, '-' AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE C5J52 FOUNDATION, COYOTE CONSERVATORY FOR THE ARTS FOR THE PROMOTION OF THE ARTS AND CULTURE. 9. Obligation. Organization hereby convenants that it has taken all actions necessary to make the adherence to the obligations imposed by this agreement a binding obligation of the organization. 10. Notices. All notices herein required shall be in writing and delivered in person or sent by certified mail, postage prepaid addressed as follows: 9 10 As to City: As to Organization: Mayor's Office 11 City of San Bernardino Margaret Perry, Chair CSUSB Foundation, Coyote Conservatory for the Arts 5500 University Parkway San Bernardino, CA. 92407 12 300 13 San 14 North "0" Street Bernardino, CA. 92418 11. Entire Agreement. This Agreement and any other documents of instruments attached hereto or referred to herein integrate all terms and conditions 16 mentioned herein or incidental hereto, and supersede all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms conditions or provisions of this Agreement, and any such document or instrument, the terms and conditions of this Agreement shall prevail. 15 17 18 19 20 12. Non-Discrimination. Organization agrees that for the term of this Agreement it shall not discriminate 21 in employment recruitment, hiring, admission practices, advertising or in an other manner on the basis of race, color, creed, religion, national origin, sex, physical handicap, or marital status. 22 23 24 25 26 27 28 DATED: -5- i~ 1 '-' 2 3 4 5 6 7 8 9 10 11 12 AGREEMENT RE: THE CITY OF SAN BERNARDINO AND THE CSuSS FOUNDATION, COYOTE CONSERVATORY FOR THE ARTS FOR THE PROMOTION OF THE ARTS AND CULTURE. CITY OF SAN BERNARJI~O Judith Valles, Mayor ATTEST: Rachel G. Clark, City Clerk ORGANIZATION 13 Approved as to form f~ and legal content: \...... 14 15 James F. Penman 16 City Att 17 18 By: 19 20 21 22 23 24 -6- 25 ._- 26 "--- 27 28 ._,:}:~:~,:/._ u 1,..... ,. \.ijl~' 1""'"" "- , . PERFORMING ARTS - GRANT APPLICATION FORM ' City of San Bernardino - Fine ArtsCommission , --- --===--=::::---- .- L Applicant Organization (Name, Address, etc.) CSUSB Foundation,CoyoteConserv~tory for tIle IlPts 5500 Uni ver.sitr ?k,r;r Ss.n llsrnill'dino, CA 90407 Telephone No.lm) 880-'i87Q Non-Profit I.D. No. 95-6067343 Number of Years in Existence Foundation 30 years, Conservatory 6 months II. Contact Person: Margaret Perry Title: Department of Theatre Arts Chair Telephone No.: (909) 880-5879 III. Program Category Under which Support is Requested: . Theatre. , ' IV. Period of Support Requested: Prom: Sept 2001 . Through (Starting) July 2002 i (Ending) . Program Description: :-" The Coyote Conservatory for the Arts is a space where large numbers of children will.gather together in a safe, enjoyable and diverse environment to explore various aspects of the arts, improving their self esteem and increasing their chances for academic success, Conservatory programing includes a wide variety of opportunities in visual arts, puppetry, creative drama, acting, dance, musical theatre, creative writing, theatre crafts, vocal and instrumentai instruction. Conservatory actiVities include after-school sessions, Saturday workshops and "field trips" that adhere to the guidelines established by the California State Standards for the Visual and Performing Arts while providing activities supplemental to existing arts offerings in our city schools, .' -- One unique part of the CiJ'nservatory is the Puppet Place and it is for that particular program that we are seeking funding from the Commission, Physically, the Puppet Place is a construction laboratory and rehearsal space, Programmatically, it's a place where kids will get to make lots of . different kinds of puppets , Children (and the adults who accompany them) . will learn how to perform with puppets and create scripts for puppet plays, They will study the history and diversity of puppet traditions from around the world, Participant to work continually on a variety of individual and small group projects. As a primary activity in the upcoming year, Puppet Place participants will develop and produce a new performance piece drawn from children's stories of our "Local Heros," The show will tour to local schools in addition to a weekend of public performances, VI. Estimated number of persons expected to benefit from this program: a) Number of persons by paid attendance: 2000 b) Number of persons by complimentary admission: 100 c) Number of performances scheduled: . 12 - d) Total attending all performance (aplus b): 2100 , -'il."" VII. Need Statement: While unveiling the results of the two year, nation-wide study "Gaining the Arts Advantage," US Secretary of Education Richard Riley stated the report proved, "Eclucation in the arts is essential if our young people are going to succeed. and contribute to what Federal Reserve Chairman Alan Greenspan describes as our 'economy of ideas,' an economy fueled by imaginative, flexible, and tough- minded thinking. The arts uniquely nurture that ability." James Catterall's landmark analysis of the Department of Educations NELS:88 database of25,000 students demonstrated emphatically that students with high levels of arts participation out perform students who have not been exposed to the arts by virtually every measure. The College Board Profile of SAT and Achievement Test takers, 1995 showed that scores for students who studied the arts for 4 or mote years were 59 points higher on the verbal and 44 points higher on the math porticinson the SAT than the scores of students with no experience in the arts. - ....,., Study after study has documented the very real benefits of arts education and yet the majority of our local elementary and middle schools do not have vital arts course work as an integral part of the curriculum. Coyote Conservatory for the Arts is an attempt to fill that void. The Puppet Place has been created in the firm be!iefthat a unique approach to a traditional idea holds tremendous opportunity for allowing arts education to positively affect our children. Puppetry is a wonderful artistic endeavor for children and a lot of fun for adults. Activites are designed to meet four key objectives: Artistic perception- pmcessing-sensory information through elements unique to the arts. Creative expression- producing works in the arts, either by creating them or by performing original or@stingworks. Historical and cffltural context- understanding and appreciating the arts in the time and place oftheir creation. Aesthetic valuing-- analyzing, making informed judgements, and pursuing meaning in the arts. , ." ,- '- The Puppet Place, while-sponsored by the Cal State Department of Theatre, is a unique community driven project that is not directly related to college course work or the campus production program. It is a rather large risk to start so ambitious a project off campus but we feel strongly that the best place for the program is iJi the heart of San Bernardino's business and civic core.. The benefits of being downtown, central to the children who stand to gain the most from arts activities, are numerous. Unfortunately, expenses that might have been covered on campus (such as utilities, etc.) must come out of the program operating budget, in addition to all of the usual operational and production costs associated with such a project. In order to share the experience with as many children as possible, we will offer ongoing Puppet Place activities at a nominal fee, with scholarships (already funded) available to those who need them. The "Local Heros" production will be revenue generating but, as is typically the case with performing arts, will not recover all of it's expenses'at the ticket prices our community can support. '. \'lh.IMI~' - I"... -...... 1;"..-. ~"";O .,., ~ VIII. Intended Results: ..- --.'- -_"'~"__~__''':''':'_..c..,.__.'_'-+_-_ The primary objective of the Puppet Place Project are to use Discipline Based Arts Education for under-served and!or at risk young people that will increase awareness, knowledge, skills, and understanding of and through the arts. Specific goals for the participants are: Increase and! or strengthen their knowledge and skills in the arts. ,Use the arts to express their ideas and feelings. Increase their interest in learning, both in the arts and generally. Expand their awareness cl'the iiiverse i;ultures -of this 1Uld uther countries. Improve social interaction and their ability to relate to others. Participatemore activelym their-oommunity. Performance is an important aspect of the project. In addition to classes and workshop the project will produce a fully stage puppet play based on San Bernardino's history as seen through the stories of significant people. The production will tour city schools and be preformed publically downtown. ,- ~ .\ 'i\. ',- '- " TOTAL EXPENSES I ~, $2.9. 188 '1 '--- - '-' I"""~' .10",.- ,. .~ X. Total anticipated income for this period: Performances: Subscription Special Performances Contracted Performances $ $ 6,500 $ 1,000 Identify other local arts organizations, which pay you fees to use your services and amounts paid. I. $ 2 $ 3. $ ~ $ Gifts and Grants Government Grants: Federal $ State $_u...198 _ County $ . City $ Foundation $ 'i,om Corporate $ Federated Campaigns (United Way, etc.) $ Individual $ (Please identify any individual(s) who will give more than $5,000 in the funding period) I. 2. 3. Funds from Support Groups $ ~~ $ Advertising Sales $ ProductlPublication Sales $ ~cr $ TOTAL INCOME $2,4,298 .."- / ,~ -------------------------------------------- .' XI. Amount requested from the San Bernardino Fine Arts Commission: a) b) c) d) Total Expenses (Section lX) Total Income (Section X) AMOUNT REQUESTED (a minus b) Percent of budget $ 29,188 $ <::4,<::~8 $ 4,890 17 % , '.... ~I " ,~ ........ - , "- XII. Future Objectives: What are your contacts and goals for supplemental funding? The Coyote Conservatory is actively seeking funding from a variety of public and private sources and has recently submitted grant requests to the US Department of Education and JustiCe. City and County Schools are highly supportive of the project and we are currently investigating cost sharing possibilities with them. The Conservatory hopes to generate revenue through the programs it offers with an eye to becoming at least 70% self supporting within three years. Commission support during this inaugural years will be particularly helpful in getting us started toward that goal. The Puppet Place program plans to expand by working with the San Bernardino International Council on activities based on the puppet traditions from our sister cities as well as those heritages being kept alive by private citizen here in the city. In general the Conservatory hopes to expand all of it's art programs by generating cross discipline projects. The Puppet Place, due to it's visual art and performance art components, will playa major role'in that expansion. . ." '\ , . . , XIII. Provide a briefhistorylbackground ofthe organization: "",,~ -" CSUSB Department of Theatre Arts The Theatre Arts major is a practical liberal arts degree.. The diverse nature of theatre explores expressions of human interactions and conflict. This study develops intellectual awareness about the human condition. it helps develop skills for working as a theatre artist and as an individual who understands team work. Liberal studies majors will benefit from a departmental philosophy that good theatre training is also excellent teacher training. Many courses in the department have no prerequisites, and they will help liberal studies students to prepare for Career~ in elementary and high~ school teaching. The Theatre Arts Department season includes three or four main stage plays and several lab productions during the academic year. Lab productions may be student directed/designed. The department maintains two touring groups: The Imagination Players, an elementary school tour; and the Sun Tour, multiethnic theme plays for high school and community college students. While there are many acting opportunities, CSUSB also boasts an award-winning technical program. Several design students have placed well in regional and national competition at KC/ACTF and USITT conferences. Theatre students are encouraged to work with faculty as assistant directors, designers stage managers, and in theatre administration. Theatre faculty encourage highly motivated and qualified students to develop their own creative efforts~ New student scripts and innovative approaches to theatre are strongly encouraged. Theatre arts majors ,..... choose a concentration in one of six areas once they have completed a common core of courses: '-' acting, design/technical, dramatic literature, drama education, dance, or musical theatre. Also offered is a Children's Theatre Certificate Program. The Coyote Conservatory The goal of the Conservatory Project has been conceived as a way to bring the University and Community together to collaborate in a sustainable program contributing to downtown revitalization. We hope to reate opportunities for students to excel in the performing arts, improving their self esteem and increasing their preparedness for higher education. Conservatory programing will focus on a wide variety of opportunities in puppetry, creative drama, acting, dance, musical theatre, creative writing, theatre crafts, vocal and instrumental instruction. .'!; - Project Officer: Telephone No.: V- Board President (or Authorized Signatory Telephone No.: 9'10 - S-foo ~~ Date 711{P/~1 CERTIFICATION: '- c . - f,. Executive Board, Officers and Board of Directors members. , (Include names, addresses, telephone numbers, position held on board of directors, occupation and years served on board of director of this organization) , ..- '"', The Coyote Conservatory is a new organization. The Conununity Advocacy Board was formed between March and June 2001, so all members are serving for their first year. Dr. Loren Filbeck (president) Professor of Music and Associate Dean Of the College of Arts and Letters, CSUSB 5430 Electric Ave. San Bernardino, CA 92407 880-5800 Ms. Armalyn De La 0 Coordinator of Visual and Performing Arts, San Bernardino City Unified School District 1444 Keystone Dr. San Bernardino, CA 92407 381-1288 c Mr. Juan Delgado Poet and Professor of English, Special Assistant to the Provost, CSUSB 3115 North G St. San Bernardino, CA 92407 880-7109 Dr. Ernie Garcia Downtown Business Owner (Ernie's ESt. Grill, etc.) 3660 N. Juniper San Bernardino, CA 92404 864-3446 Mr. Farron Roberts Downtown Business Owner (phenix Information Center) 992 Yucca Rialto, CA 92376 383-2329 " ',: Mr. Jesse Viscaino Business and Conununity Liaison, Jobscorp - San Bernardino 4683 N. Persian San Bernardino, CA 92407 887-6305 c Ms. Cathy Olguin Conununity Activist, Inland Empire Congregations United for Change 3541 Stage Lane San Bernardino, CA 92404 862-6907 ,> "" ., ACORD.. CERTIFICATE OF LIABILITY INSURANCE page 1 of 2 I DATE 11/05/2001 PRODUCER 1177-559-6769 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGIfTS UPON THE CERTIACATE Willi. North America. Inc. . Kegiocal Cart cent.r HOLDER. THIS CERTIACATE DOES NOT AMEND, EXTEND OR 11201 H. 'l'at\Ull Boulevard ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Suit. 300 phoenix. AZ 85028 INSURERS AFFORDING COVERAGE INSURED POUDdation for California Stat. UDiveraity at San at. C~n..tion Inauranca PuDd (35076-900 5500 UDiverdty ..rJa.ay INSURER B: San aernardiZlO. (~A 92'07 INSURER C: INSURER 0: , INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWlTHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAING THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO AlL THE TERMS. EXCLUSIONS AND CONDITIONS OF SUCH m POLICIES. AG REGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAlD CLAIMS. ~ II TYPEOFINSURANCE POUCYNUMBER PO CYEFFECTlVE EXPIRA N UMITS t-!!--ENeRAL UABlUTY EACH OCCURRENCE S COMMERCiAl GENERALUABlLITY FIRE DAMAGE 1.6.1\\1 one lire) S I CLAIMS MADE 0 OCCUR MEO EXP (Anvone oerson) S f- PERSONAL & ADV INJURY $ I- GENERAl AGGREGATE $ nN'LAGG:nE~:- APrlSIPER: PRODUCTS. CQMP/OP AGG $ POUCY P LOC ~OM08ILEUABlUTY COMBINED SINGLE LIMIT $ ANY AUTO (Eaaccident) f- f- ALLOWNED AUTOS BODilY INJURY $ - SCHEDULED AUTOS (Per person) - HIRED AUTOS BODILY INJURY $ NON.()WNED AUTOS (Per accident) - - PROPERTY DAMAGE $ (Peraccidenl) ~"'GE UABIUTY AUTO ONLY. EAACCIDENT $ ANY AUTO OTHER THAN EAACC $ AUTO ONLY: AGO $ ~~ss UABIUTY EACH OCCURRENCE $ OCCUR 0 CLAIMS MADE AGGREGATE $ $ R DEDUCTIBLE $ RETENTION $ $ A WORKERSCOM~nONAND 4692901 07/01/2001 07/01/2002 X I T'Xli~u'-lltf I 10Jlt- EMPLOYERS' UABlUTY 1 ooo_nno E.L. EACH ACCIDENT $ E.L.OISEASE.EAEMPLOYEE S loon 000 E.L. DISEASE - POLICY LIMIT $ 1 nno nnn OTHER DESCRIPTION OF OPERAllOHSILOCATIONSNEHICLESlEXCLUSIONSADDED BY ENDORSEMENTISPEClAL PROV~IONS RB. Grant .810889 c~ote conservatory in the Arts 9-/76/ {?&:5J"; )(;01- ;;Jq? . 0 CERTIFICATE HOLDER I I ADDITIONAL INSURED: INSURER LEITER: CANCELLATION 10 Day. IIOII~.-~ of pnmu. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRAnoN DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL .!!.- DAYS WRmEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO so SHALL Kayor' a Office IMPOSE NO OBLIGATION OR LJA.8lUTY OF ANY KIND UPON THE INSURER, ITS AGENTS OR City of San Bernar41no REPRESENTATIVES. Attnl 1Iichelle Taylor POBox 1318 I ?}EO"EPRESEHTAT1VE ~~s.J~~ and In.urance Servic San IBernardino, CA 92418 Cert'9Jll16 ~ CACORDCORPORATION1~8 ACORD 25-S \1/97) Coll:261349 'l'p1.28068 COVERAGES . ( . , . Palle 2 of 2 IMPORT ANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and tha certificate holder, nor does " affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25-S (7/97) Coll:261349 Tpl:28068 Cert:952116 OFFICE OF THE CITY CLERK RACHEL G. CLARK, C.M.C. . CITY CLERK "" P.O. Box 1318' San Bernardino' CA 92402 300 North "0" Street. San Bernardino' CA92418-0001 909.384.5002' Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us September 26,2001 Mark Edwards Inland Empire Symphony Association 362 West Court Street San Bernardino, CA 9240 I Dear Mr. Edwards, At the Mayor and Common Council meeting of September 17, 2001, the City of San Bernardino adopted Resolution 2001-284 - Resolution authorizing the execution of an agreement with the Inland Empire Symphony Associationfor the promotion of arts and culture. Enclosed is one (1) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michelle Taylor, P.O. Box 1318, San Bernardino, CA 92402. as soon as possible. Please retain a copy of the agreementfor your files. Please be advised that the resolution and agreement will be null and void. if not executed within 60 days, or by November 16,2001. If you have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, . I) I j i.. ,+".,. ." . J,'..~., : C. Michelle Taylor Senior Secretary Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALVES: Integrity' Accountability' Respect for Human Dignity' Honesty OFFICE OF THE CITY CLERK RAcHEL G. CLARK, C.M.C. . CITY CLERK ,,, P.O. Box 1318. San Bernardino. CA92402 300 North "0" Street. San Bernardino. CA 92418-0001 909.384.5002. Fax: 909.384.5158 Business Registration ~ivision: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us September 26, 2001 Howard Knowlton, President Canto Bello Master Chorale P.O. Box 1627 San Bernardino, CA 92402 Dear Mr. Knowlton, At the Mayor and Common Council meeting of September 17, 2001, the City of San Bernardino adopted Resolution 2001-285 - Resolution authorizing the execution of an agreement with the Canto Bello Master Chorale for the promotion of arts and culture. Enclosed is one (1) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michelle Taylor, P.O. Box 1318, San Bernardino, CA 92402, as soon as possible. Please retain a copy of the agreement for your files. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16,2001. If you have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, '. ..' '"' . I F ~ .~ I.' . ~..'\ , 'A( .,.;. . Michelle Taylor ' Senior Secretary ; .~ -iI-,-... Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity. Accountability. Respect for Human Dignity. Honesty CITY CLERK'S OFFICE RAcHEL G. CLARK, CM.C. - CITY CLERK P.O. Box 1318 . San Bernardino' CA 92402 300 North "d.. Street. San Bernardino' CA 92418-0001 909.384.5002' Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.sanMbernardino.ca.us SM September 26, 2001 .lean Roche. President Inland Dance Theatres, lnc. P.O. Box 3691 San Bernardino, CA 92413 Dear Ms. Roche, At the Mayor and Common Council meeting of September 17,2001, the City of San Bernardino adopted Resolution 2001-286 - Resolution authorizing the execution of an agreement with the Inland Dance Theatres. Inc., for the promotion of arts and culture. Enclosed is one (I) original agreement. Please sign in the appropriate location and retum the original agreement to the City Clerk's Office, Attn: Michelle Taylor. P.O. Box 13l8, San Bernardino, CA 92402, as soon as possible. Please retain a copy of the agreement for your files. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16,2001. If you have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, ;)('.'" (:' ;."t: Michelle Taylor Senior Secretary r c' Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity' Accountability' Respect for Human Dignity' Honesty CITY CLERK'S OmCE RACHEL G. CLARK, C.M.C. . CITY CLERK P.O. Box 1318. San Bernardino. CA92402 300 North "D" Street. San Bernardino. CA 92418-0001 909.384.5002. Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us '" September 26, 2001 Jerry Long. President Junior University of San Bernardino. lnc. P.O. Box 6471 San Bernardino. CA 92412 Dear Mr. Long, At the Mayor and Common Council meeting of September 17,2001, the City of San Bemardino adopted Resolution 2001-287 - Resolution authorizing the execution of an agreement with the Junior University of San Bernardino. Inc.. for the promotion of arts and culture. Enclosed is one (1) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michelle Taylor, P.O. Box 1318, San Bernardino, CA 92402, as soon as possible. Please retain a copy of'the agreement for your lUes. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16,2001. If you have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, " , {/ .' . ~ ."' f. : ~,' . - ... ~:;I.. ,. . ,.l~ - Michelle Taylor Senior Secretary Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity. Accountability. Respect for Human Dignity. Honesty CITY CLERK'S OFFICE RACHEL G. CLARK, CM.C. - CITY CLERK s~., P.O. Box 1318. San Bernardino. CA92402 300 North "0" Street. San Bernardino. CA92418-0001 909.384.5002. Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us September 26. 2001 Gwendolyn Roberts San Bernardino-Riverside Counties District Metropolitan Opera Auditions 1898 Genevieve Street San Bernardino, CA 92405 Dear Ms. Roberts, At the Mayor and Common Council meeting of September 17,2001, the City of San Bernardino adopted Resolution 2001-288 - Resolution authorizing the execution of an agreement with the San Bernardino-Riverside Counties District Metropolitan Opera Auditions/or the promotion of arts and culture. Enclosed is one (l) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michel!e Taylor, P.O. Box 13l8, San Bernardino, CA 92402, as soon as possible. Please retain a copy of the agreementfor your files. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16, 2001. If you have any questions. please do not hesitate to contact me at (909)384-5002. Sincerely, -/};', _~~ I.: ,-':,' t Michelle Taylor Senior Secretary Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity. Accountability. Respect for Human Dignity. Honesty CITY CLERK'S OFFICE RACHEL G. CLARK, CM.C. - CITY CLERK P.O. Box 1318. San Bernardino. CA 92402 300 North "0" Street. San Bernardino. CA 92418-0001 909.384.5002. Fax; 909.384.5158 Business Registration Division; 909.384.5302 Passport Acceptance Facility; 909.384.5128 www.ci.san-bernardino.ca.us " September 26, 2001 Jack Henley, President Prime Time Choraliers 337 W. 40th Street San Bernardino, CA 92407 Dear Mr. Henley, At the Mayor and Common Council meeting of September 17,2001, the City of San Bernardino adopted Resolution 2001-289 - Resolution authorizing the execulion of an agreement with the Prime Time Choraliers.for the promotion of arts and culture. Enclosed is one (I) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michelle Taylor, P.O. Box 1318, San Bemardino, CA 92402, as soon as possible. Please retain a copy o(the agreementfi>r yuurfiles. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16,2001. If you have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, " l" ,: -"'_.: .f.,t, Michelle Taylor' Senior Secretary Enclosure CITY OF SAN BERNARDINO AooPTIlD SHARED VALUES: Integrity. Accountability' Respect for Human Dignity' Honesty CITY CLERK'S OFFICE RACHEL G. CLARK, C.M.C. . CITY CLERK P.O. Box 1318. San Bernardino. CA92402 300 North "D" Street. San Bernardino. CA92418-0001 909.384.5002. Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us " September 26, 200 I Robert A. Rutherfurd. President San Bernardino Valley Community Concert Assoc. P.O. Box 377 San Bernardino. CA 92404 Dear Mr. Rutherfurd, At the Mayor and Common Council meeting of September 17,2001, the City of San Bernardino adopted Resolution 2001-290 - Resolution authorizing the execution of an agreement with the San Bernardino Valley Community Concert Association for the promotion of arts and culture. Enclosed is one (l) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michelle Taylor, P.O. Box 1318, San Bernardino, CA 92402, as soon as possible. Please retain a copy of the agreementfor your jiles. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16, 2001. If you have any questions. please do not hesitate to contact me at (909)384-5002. Sincerely, /(.:(:, . ",f Michelle Taylor Senior Secretary Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity. Accountability. Respect for Human Dignity. Honesty CITY CLERK'S OFFICE RACHEL G. CLARK, C.M.C.. CITY CLERK P.O. Box 1318. San Bernardino. CA 92402 300 North "0" Street. San Bernardino. CA 92418-0001 909.384.5002. Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us 0" September 26, 2001 Anthony Bocanegra, President Sinfonia Mexicana 362 W. Court Street San Bernardino. CA 9240 I Dear Mr. Bocanegra, At the Mayor and Common Council meeting of September l7, 200l, the City of San Bernardino adopted Resolution 2001-291 - Resolution authorizing the execution of an agreement with the Sinfonia Mexicana for the promotion of arts and culture. Enclosed is one (I) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michelle Taylor, P.O. Box 1318. San Bernardino. CA 92402. as soon as possible. Please retain a copy afthe agreement for your files. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16,2001. [fyou have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, /! >,'. f~' ~;_ ( Michelle Taylor Senior Secretary .' 6-- Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity. Accountability. Respect for Human Dignity. Honesty CITY CLERK'S OmCE RACHEL G. CLARK, C.M.C. - CITY CLERK P.O. Box 1318 - San Bernardino - CA92402 300 North "D" Street- San Bernardino - CA 92418-0001 909.384.5002. Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us SM September 26.2001 Randy Hlebasko. Founder Sturges Family Playhouse 6080 Buchanan Street San Bernardino, CA 92404 Dear Mr. Hlebasko, At the Mayor and Common Council meeting of September 17, 2001. the City of San Bernardino adopted Resolution 2001-292 - Resolution authorizing the execution of an agreement with the Sturges Family Playhouse for the promotion of arts and culture. Enclosed is one (I) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office, Attn: Michelle Taylor. P.O. Box l3l8, San Bernardino, CA 92402, as soon as possible. Please retain a copy of the agreement.for your files. Please be advised that the resolution and agreement will be null and void if not executed within 60 days, or by November 16,2001. If you have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, (, 1.- ( : ( , , Michelle Taylor Senior Secretary -/(""," lC.. I' Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity. Accountability - Respect for Human Dignity - Honesty CITY CLERK'S OFFICE RACHEL G. CLARK, C.M.C. . CITY CLERK '" P.O. Box 1318. San Bernardino. CA 92402 300 North "0" Street. San Bernardino. CA92418.ooOl 909.384.5002. Fax: 909.384.5158 Business Registration Division: 909.384.5302 Passport Acceptance Facility: 909.384.5128 www.ci.san-bernardino.ca.us September 26,2001 Margaret Perry, Chair CSUSB Foundation, Coyote Conservatory for the Arts 5500 University Parkway San Bernardino, CA 92407 Dear Ms. Perry, At the Mayor and Common Council meeting of September 17, 200 l, the City of San Bemardino adopted Resolution 2001-293 - Resolution authorizing the execution of an agreement with the CSUSB Foundation, Coyote Conservatory for the Arts for the promotion (!f arts and culture. Enclosed is one (I) original agreement. Please sign in the appropriate location and return the original agreement to the City Clerk's Office. Attn: Michelle Taylor, P.O. Box 1318, San Bernardino, CA 92402, as soon as possible. Please retain a copy of the agreement.for your.files. Please be advised that the resolution and agreement will be null and void if not exccuted within 60 days, or by Nove,mber 16, 2001. If you have any questions, please do not hesitate to contact me at (909)384-5002. Sincerely, / J (~,( /.;' 1 \-~~,/ ,. \ t Michelle Taylor' Senior Secretary Enclosure CITY OF SAN BERNARDINO ADOPTED SHARED VALUES: Integrity. Accountability. Respect for Human Dignity. Honesty CITY OF SAN BERNARDINO Interoffice Memorandum CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 1, 2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-284 - Inland Empire Symphony Association CC: Finance Attached is a copy of the executed agreement with the Inland Empire Symphony Association for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandwn CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October I, 2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-285 - Canto Bello Master Chorale CC: Finance Attached is a copy of the executed agreement with the Canto Bello master Chorale for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice MemOfandwn CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 11,2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-286- Inland Dance Theatres, Inc. CC: Finance Attached is a copy of the executed agreement with the Inland Dance Theatres, Inc., for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandum CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 5, 2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-287 - Junior University of San Bernardino, Inc. CC: Finance Attached is a copy of the executed agreement with the Junior University of San Bernardino, Inc., for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandum CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 3, 2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-288 - San Bernardino-Riverside Counties District Metropolitan Opera Auditions CC: Finance Attached is a copy of the executed agreement with the San Bernardino-Riverside Counties District Metropolitan Opera Auditions for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandwn CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October I, 200 I TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-289 - Prime Time Choraliers CC: Finance Attached is a copy of the executed agreement with the Prime Time Choraliers for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandum CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 3,2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-290 - San Bernardino Valley Community Concert Assoc. CC: Finance Attached is a copy of the executed agreement with the San Bernardino Valley Community Concert Association for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandwn CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 3, 2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-291 - Sinfonia Mexicana CC: Finance Attached is a copy of the executed agreement with Sinfonia Mexicana for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandwn CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 1,2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-292 - Sturges Family Playhouse CC: Finance Attached is a copy of the executed agreement with the Sturges Family Playhouse for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. CITY OF SAN BERNARDINO Interoffice Memorandwn CITY CLERK'S OFFICE Records and Information Management (RIM) Program DATE: October 4,2001 TO: Charles Bradley FROM: Michelle Taylor, Senior Secretary RE: Resolution 2001-293 - CSUSB Foundation, Coyote Conservatory for the Arts CC: Finance Attached is a copy of the executed agreement with the CSUSB Foundation, Coyote Conservatory for the Arts, for the promotion of arts and culture. The original agreement is on file in the City Clerk's Office. If you have any questions, please call me at ext. 3206. /"0... the foundation FOR THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO October 2, 2001 City Clerk's Office Attn: Michelle Taylor P.O. Box 1318 San Bernardino, CA 92402 RE: Resolution2001-293 FOUNDATION OFFICE Enclosed is the original signed Resolution 2001-293 Agreement between the City of San Bernardino and the Foundation for California State University San Bernardino. Resolution is the Coyote Conservatory for the Arts. The Foundation has requested a certificate of insurance with the City of San Bernardino listed as additional Insured. They will be sending an original to your attention. (909) 880-5918 If you have any questions, please feel free to contract the Foundation Grants & Contracts Office at (909) 880-5929. Enclosure Cc: M. Perry 5500 UNIVERSITY PARIfiNAY, SAN BERNARDINO, CAUFORNIA 92407-2397 ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): q / n ,J 0 \ Item # Vote: Ayes /- 3,5-<" Nays fd- Change to motion to amend original documents: - I 'I A Resolution # '2.00 \ - 7_'ii<\- Abstain .G Absent 4 I f) Reso. # On Attachments: L Contract term: - Note on Resolution of Attachment stored separately: -==-- Direct City Clerk to (circle I): PUBLISH, POST, RECORD W /COUNTY Date Sent to Mayor: ~ Date of Mayor's Signature: G\ - ;}. \ -0 I Date ofClerk/CDC Signature: <1- d- \ -0 , Date Memo/Letter Sent for Signature: ---.9 - ;;l. 6 - () I 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: NuIVVoidAfter:(.,O OA-,S I'I-Ir..-Ol I By: - Reso. Log Updated: Seal Impressed: ./ ,/ See Attached: L Date Returned: \ b - \ -0 \ See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney / Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: Yes ,/ No By - Yes No-L By Yes No~ By Yes No~ By Yes No / By EDA Finance v-" MIS mAtO/'S OffiCE Others: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: fYY\ Date: \c::,-\-()\ Revised 01/12/01 ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): ~ Item # 1'\ e, Resolution # Vote: Ayes 1- ~ I '" - <'p Nays..e- Abstain--e- Change to motion to amend original documents: '2.-C:OI-;) ~.5 Absent 4,"1 . Reso. # On Attachments: L Contract term: - Note on Resolution of Attachment stored separately: --=- Direct City Clerk to (circle 1): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: ~ Date of Mayor's Signature: ~ Date ofClerk/CDC Signature: ~ NullNoidAfter: ("C1 0A1s, J /1-1(,-0 I I By: - Reso. Log Updated: V Seal Impressed: .,I Date Memo/Letter Sent for Signature: q \~l 0 , 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: See Attached: .,/ Date Returned: ~ See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234,655,92-389): Copies Distributed to: City Attorney ./ Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: Yes / No By Yes No ..L By Yes No -----L By Yes NOLY Yes No By EDA Finance'/ MIS rn P<f{}l:5 Office.; Others: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: ~ Date: ~ Revised 01/12/0 1 '. ' ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM II c... Resolution # /.00 \- L~(." Abstain e--- Absent ~1 '1 Meeting Date (Date Adopted): ~ Item # Vote: Ayes 1-~15-<" Nays Fr Change to motion to amend original documents: Reso. # On Attachments: ./ Contract term: - Note on Resolution of Attachment stored separately: -==- Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: OJ ~ 0 , Date of Mayor's Signature: ~ Date ofClerklCDC Signature: ~ Date Memo/Letter Sent for Signature: 9 ~ 0) 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: NullNoid AftedoO DAt::, 111- I b-b\ I By: ~ Reso. Log Updated: V Seal Impressed: v-" See Attached: ./' Date Returned: Ie ~ /I-C \ See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney'/ Code Compliance Dev. Services Parks & Rec. Public Services Water Police Notes: Yes ,/' No By Yes No-L By Yes No ~ By Yes No ~ By Yes No ./ By - EDA Finance v' MIS Others: m Pl-JM I \ O(f\r E BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: 0'"\... Date: )tl-\ \-01 Revised 01/12/01 ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): ~ Item # Vote: Ayes 1- ~ I ") -<.:, Nays.G Change to motion to amend original documents: n D Resolution # Zoo 1- z;g f) Abstain B Absent 4. 1 Reso. # On Attachments:,/' Contract term: - Note on Resolution of Attachment stored separately: -= Direct City Clerk to (circle 1): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: ~ I "ll 0 I Date of Mayor's Signature: ~ Date of Clerk/CDC Signature: ~ Date Memo/Letter Sent for Signature: 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: q~ 1'1) See Attached: L Date Returned: I 0- S~O \ , See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney .,/ Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: NulVVoid After: 100 DA-1S ) 11- Ib -01 I By: Reso. Log Updated: ,./ Seal Impressed: ,/' Yes ,/ No By Yes No -L- By Yes No -.L By Yes No ,/ By Yes No/ By EDA Finance'/ MIS m,/-fJ/'1 oFftc.c Others: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: -D1L- Date: In-')-(J( Revised 01/12/01 ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): ~ Item # Vote: Ayes 1 -:\ S -(., Nays.e Change to motion to amend original documents: '2tD \- 2~~ Absent 4 I f) Ii E.. Resolution # Abstain ..er Reso. # On Attachments: ~ Contract term: - Note on Resolution of Attachment stored separately: ~ Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: 9 ~ 0 I Date of Mayor's Signature: ~ Date ofClerk/CDC Signature: ~ Date Memo/Letter Sent for Signature: 0, \d:k>--/ () I See Attached: ,,/ Date Returned: I~ I?,J 0 , , ( 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney ./ Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: NullNoid After: <00 [)A.,,\ /1/- I b~O I I By: - Reso. Log Updated: ./ Seal Impressed: ,,-/ Yes ,/ No By Yes No--.L- By Yes No ---L- By Yes No 1"- By Yes No By_ EOA Finance'/ MIS Others: ~ n, ~ offiCE: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term, etc.l Ready to File: l!'lL.. Date: . Revised 01/ 12/0 I ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): ~ Vote: Ayes 1-316-<" Nays Change to motion to amend original documents: - Item # nF e- Abstain Resolution # 'Zco\-2A Absent 4. 'I , c;:::r Reso. # On Attachments: V Contract term: - Note on Resolution of Attachment stored separately: -===--- Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: q 4:U b \ Date of Mayor's Signature: '1\)\ \ ()j Date of Clerk/CDC Signature: q \.;)\ \01 Date Memo/Letter Sent for Signature: q I;) {, J 01 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: NulVVoid After: (,,(') OAt.'::, J 11-1"'-01 I By: - Reso. Log Updated: ,/ Seal Impressed: V See Attached: ,./' Date Returned: /0/ II <'II , I See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney V Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: Yes~ No By Yes No ----<.L- By Yes No -./-- By Yes No --L By Yes No /' By EDA Finance V MIS m~()('\ ()H1U Others: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: ~ Date: ~ Revised 01/12/01 ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): ~ Item # I', <; Resolution # '2.C()I- '290 Vote: Ayes 1-3)5-<" Nays 0 Abstain e- Absent L'.\" Change to motion to amend original documents: - Reso. # On Attachments:,/' Contract term: - Note on Resolution of Attachment stored separately: -==-- Direct City Clerk to (circle 1): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: Cj lJjJ () I Date of Mayor's Signature: ~ Date of Clerk/CDC Signature: ~ Date Memo/Letter Sent for Signature: q I ;) '" I 0, 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45tb day: NulVVoid After: Coo D"1s J R -16-61 By: - Reso. Log Updated: .,/ Seal Impressed: I/' See Attached: ~ Date Returned: 1 (3 - ~ -(') , See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney -r/" Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: Yes--.L No By Yes No-L By Yes No---L By Yes No ----L... By Yes No / By EDA Finance t/ MIS fY1 ~ tv ~ Cffi. cE- Others: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: mi Date: 10- :z,-ol Revised 01/12/0 I ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): ~ Item # 1'1 H Vote: Ayes 1-~5-(", Nays-e-- Change to motion to amend original documents:- Resolution # 2. CD /- 2-9 I Abstain ..G- Absent 41 '1 Reso. # On Attachments: v"" Contract term: - Note on Resolution of Attachment stored separately: -==-- Direct City Clerk to (circle 1): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: q I, cr I 0 I '~ Date of Mayor's Signature: Date of Clerk/CDC Signature: Date Memo/Letter Sent for Signature: ---=tj ;).Co 10 1 I 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: NullNoid After: 100 DA-;.s. J I/-)~ \;)) I By: Reso. Log Updated: v' Seal Impressed: v" See Attached: / Date Returned: It')-~-C''>\ See Attached: See Attached: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney V Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: Yes / No By Yes No ---L By Yes No ---.L... By Yes NO/ By Yes No By EDA Finance ./ MIS Others: ~O{~ OfWE BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: \'Yr\ Date: 10-:'-01 Revised 01/12/01 ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM MeetingDate(DateAdopted):~\'\ \01 Item # \i.I. Resolution# --z.OOI-Zq2. Vote: Ayes \-3, S-t;.. Nays -e- Abstain ~ Absent "'Ij l Change to motion to amend original documents: - See Attached: ...-/ Date Returned: 10-1-0 \ See Attached: See Attached: Reso. # On Attachments: ~ Contract term: - Note on Resolution of Attachment stored separately: -'==-- Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY Date Sent to Mayor: Date of Mayor's Signature: Date of Clerk/CDC Signature: 01 Date Memo/Letter Sent for Signature: q ~ G I 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: Request for Council Action & Staff Report Attached: Updated Prior Resolutions (Other Than Below): Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Updated CDC Personnel Folders (5557): Updated Traffic Folders (3985, 8234, 655, 92-389): Copies Distributed to: City Attorney ./ Parks & Rec. Code Compliance Dev. Services Police Public Services Water Notes: NulVVoid After: ba D~~ I iI-/ (, --(0) I By: - Reso. Log Updated: ,/ Seal Impressed: .,/ Yes v' No By Yes No~ By Yes No~ By Yes NO-9 By Yes No B EDA Finance V MIS mfl-.{6r l\Offtrt; Others: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: ml" Date: ICJI-O\ Revised 0 II 12/0 1 ** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT ** RESOLUTION AGENDA ITEM TRACKING FORM Meeting Date (Date Adopted): ~ Item # 1l"J Vote: Ayes 1-3/ S -<.. Nays.B- Change to motion to amend original documents: - Resolution # 260(-- 29..'2.. Abstain .-0 Absent 4- I '/ Reso. # On Attachments:'/ Contract term: - Note on Resolution of Attachment stored separately: =--- Direct City Clerk to (circle 1): PUBLISH, POST, RECORD W/COUNTY NulVVoid After: loo D~ \ J /I ~ I b -(:, I By: - Date Sent to Mayor: ~ Date of Mayor's Signature: ~ Of Date of Clerk/CDC Signature: ~ Date Memo/Letter Sent for Signature: q ~\ 0 I 60 Day Reminder Letter Sent on 30th day: 90 Day Reminder Letter Sent on 45th day: Reso. Log Updated: -/ Seal Impressed: ,/'" See Attached: 1/" Date Returned: ~ See Attached: See Attached: Request for Council Action & Staff Report Attached: Yes 1 Updated Prior Resolutions (Other Than Below): Yes Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Yes Updated CDC Personnel Folders (5557): Yes Updated Traffic Folders (3985, 8234, 655, 92-389): Yes No By No -L By No -L By No ~ By No ~ By Copies Distributed to: City Attorney ,/ Parks & Rec. Finance /' MIS Others: rnrryor ~~ ('FA c.E Code Compliance Dev. Services EDA Police Public Services Water Notes: BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.) Ready to File: ~ Date: to-4-a\ Revised 01/12/01