HomeMy WebLinkAbout01-23-19-31/Arts Grant/Indianapolis OperaRESOLUTION NO. BPW 01-23-19-31
RESOLUTION OF THE CITY OF CARMEL BOARD OF PUBLIC WORKS AND SAFETY
ACKNOWLEDGING ARTS GRANT
WHEREAS, pursuant to Indiana Code 36-1-4-7, the City of Carmel, Indiana ("City"), is authorized to
enter into contracts; and
WHEREAS, pursuant to Indiana Code 36-4-5-3, the City's mayor may enter into contracts on behalf of the
City; and
WHEREAS, pursuant to his authority under Indiana law, the City's mayor, the Honorable James C.
Brainard, has caused to be signed the Arts Grant attached hereto as Exhibit A (the "Contract"); and
WHEREAS, Mayor Brainard now wishes to present the contract to the City's Board of Public Works and
Safety for it to be publicly acknowledged, filed in the Clerk -Treasurer's Office, and made available to the public for
review.
follows:
NOW, THEREFORE, BE IT RESOLVED by the City of Carmel Board of Public Works and Safety as
1. The foregoing Recitals are incorporated herein by this reference.
2. The receipt of the Contract is hereby acknowledged.
3. The Contract shall be promptly filed in the office of the Clerk -Treasurer and thereafter made available to
the public for review.
SO RESOLVED this 31 day of �I 'i , 2019.
CITY OF CARMEL, INDIANA
By and through its Board of Public Works and Safety
BY:
No �
James Brainard, Presiding Officer
Date:
Date
Lori S.
Date:
ATTEST:
Aal�o�- 09�
Christine Pauley, Clerk -Treasurer
Date: ( - Z.3 — / 9'
SAE BasslMy Documents\BPW-Resolutioiu\2019J1t wlBdp ft G.N lndianapoli opera docxV14/2019 3:14 PM
ARTS GRANT PROGRAM
AGREEMENT
This Grant Agreement (herein referred to as "Agreement") entered into by and between the City
of Carmel (the "City") and (the
"Grantee"), is executed pursuant to the termJ and conditions set forth herein. In consideration of
those mutual undertakings and covenants, the parties agree as follows:
That on behalf of Grantee, a not -for -profit corporation, I, OrLvt'A (ynZ s- t k�Lj
an authorized representative of Grantee, have applied for a City 8f Carmel j
("Grantor") Arts Grant, said application attached hereto and made a part hereof as
Exhibit "A."
2. Grant Agreement. The City, after review and recommendation by the Mayor,
agrees to grant $_8 ► 000.00 to the Grantee for the eligible costs
of the project (the "Project") or services as described in Exhibits "A" and "B" of this
Agreement. The funds shall be used exclusively in accordance with the provisions
contained in this Agreement. Generally, the Grant award may not exceed one third
(1/3) of Grantee's combined contributed income, revenue of sales, and/or ticket
revenue from the previous year. The City of Carmel may, however, make exceptions
for start-up organizations that have been in existence for three (3) years or less.
3. Design and Implementation of Project. The Grantee agrees to use any and all grant
funds in accordance with the proposal contained within this agreement and any
documents attached to this Agreement, which are incorporated by reference.
4. Warranty of non-profit status. Grantee hereby represents and warrants that it is a
not -for -profit entity with a determination letter from the Internal Revenue Service
declaring that it is exempt from Federal income tax.
5. Payment of Grant Funds by the City. The payment of this Grant by the City to the
Grantee shall be made in accordance with the following conditions:
A. This Agreement must be fully executed and signed by both Grantee and Grantor.
B. Grantee has attached all the following information, which it represents and warrants
to be true and accurate, all which have been incorporated fully by reference:
1. An application and description of the proposed use of the grant funds (EXHIBIT
A);
2. A budget for the calendar or fiscal year for which the grant is requested
(EXHIBIT B);
3. Certified copies of incorporation as a not -for -profit corporation under state law
(EXHIBIT C);
4. A not -for -profit application or determination letter from the U.S. Internal Revenue
Service identifying that it is a not -for -profit corporation that is exempt from
Federal income tax (EXHIBIT D);
5. Any audits, reviews or compilations available describing the financial condition
of the Grantee, most recent available IRS Form 990, and the attached Affidavit
(EXHIBIT E);
6. A list of the Grantee's board of directors and officers listed (EXHIBIT F);
7. A Year End Report from the previous year if Grantee received an Arts Grant from
the City of Carmel in the previous calendar year, pursuant to paragraph 8 herein
(EXHIBIT G).
C. Any other grant conditions that City requires to be met by Grantee, specifically:
6. Grantor's right to request audit or review. Grantee shall submit to an audit or
review by an independent Certified Public Accountant of funds at the City's request,
and shall make all books, accounting records and other documents available at all
reasonable times during the term of this Grant Agreement, and for a period of three
(3) years after final payment of funds under this Agreement, for the purpose of an
audit by the City of Carmel, the State of Indiana, or their designees. Said review or
audit, if requested, shall be performed by a Certified Public Accountant ("CPA") who
2
is neither an employee of Grantee nor a member of the Grantee's Board of Directors,
to be provided to the City of Carmel by March 31 of the following year.
7. Quarterly financial statements. Grantee agrees to provide the City of Carmel
quarterly financial statements within 45 days after each quarter -end for Grant awards
in excess of sixty thousand dollars ($60,000).
8. Year-end review. Grantee agrees to provide the City of Carmel a year-end report
("Year End Report") for each year, describing how the grant was used and the impact
of the dollars received.
9. Funding Credit. Grantee agrees to credit the City of Carmel in the printed materials
associated with a funded program or project. The City of Carmel will supply, upon
request, Grantee with the graphics/logos necessary for compliance.
10. Statutory Authority of Grantee. The Grantee expressly represents and warrants to
the City that it is statutorily eligible to receive these monies and it expressly agrees to
repay all monies paid to it under this Grant, should a legal determination of its
ineligibility be made by any Court of competent jurisdiction.
11. Use of Grant Funds by Grantee. The funds received by the Grantee pursuant to this
Agreement shall be used only to implement the Project or provide the services in
conformance with the Budget and for no other purpose. If it is determined by the
City that misappropriation of funds have occurred, the Grantee must return all funds
received by Grantor and individuals who misuse Grant funds may also be subject to
civil and/or criminal liability under Indiana and Federal law.
12. Employment Eligibility Verification. 'The Grantee affirms under the penalties of
perjury that he/she/it does not knowingly employ an unauthorized alien.
The Grantee affirms under the penalties of perjury that he/she/it has enrolled and is
participating in the E-Verify program as defined in IC 22-5-1.7. The Grantee agrees
to provide documentation to the City that he/she/it has enrolled and is participating in
the E-Verify program.
The City may terminate for default if the Grantee fails to cure a breach of this
provision no later than thirty (30) days after being notified by the State.
13. Governing Law; Lawsuits. This Agreement is to be construed in accordance with
and governed by the laws of the State of Indiana, except for its conflict of laws
provisions. The parties agree that, in the event a lawsuit is filed hereunder, they
waive their right to a jury trial, agree to file any such lawsuit in an appropriate court
in Hamilton County, Indiana only, and agree that such court is the appropriate venue
for and has jurisdiction over same.
97
14. Relationship of Parties. The relationship of the parties hereto shall be as provided
for in this Agreement, and neither Grantee nor any of its compensated officers,
employees, contractors, subcontractors and/or agents are employees of City. The
Grant amount set forth herein shall be the full and maximum compensation and
monies required of City to be paid to Grantee under or pursuant to his Agreement.
15. Severability. If any term of this Agreement is invalid or unenforceable under any
statute, regulation, ordinance, executive order or other rule of law, such term shall be
deemed reformed or deleted, but only to the extent necessary to comply with same,
and the remaining provision of this Agreement shall remain in full force and effect.
16. Entire Agreement. This Agreement, together with any exhibits attached hereto or
referenced herein, constitutes the entire agreement between Grantee and City with
respect to the subject matter hereof, and supersedes all prior oral or written
representations and agreements regarding same. Notwithstanding any other term or
condition set forth herein, but subject to paragraph 15 hereof, to the extent any term
or condition contained in any exhibit attached to this Agreement or in any document
referenced herein conflicts with any term or condition contained in this Agreement,
the term or condition contained in this Agreement shall govern and prevail. This
Agreement may only be modified by written amendment executed by both parties
hereto, or their successors in interest.
IN WITNESS WHEROF, the parties hereto have made and executed this Agreement as follows:
I n c P c 1, � D�2�•z ("Grantee")
By: (Signature)
Printed Name of Officer: bAvi i�) Cr-4, S-0"h21g--( Title: (1tnt « 10,/
Date: 1 I - 2 - I Y —b; - +6
CITYCA RME "Grantor")
By:
Ja
mes Brainard, Mayor
ate: 1-7-2019
ATTEST:
A --, 6A.2(L
Date: 1-7-2019
If you have an), question concerning the City of C'armel's 2019 Ms Grant Program, grant writing, guidelines or application materials, contact:
Sharon Kibbe. City of Carmel. One Civic Square. Carmel, IN 46032. Phone. 317-571-2483, skibbe(akarmel.in.gov.
4
Exhibit "A"
An Application and Description of the Proposed Use of the Grant Finds
APPLICANT:
Name of organization: J n"l '. n- vvl ► C> >wn
Address: Pfeil N. PinPPrel/vQ nrit SF
Telephone: �31 1 . 2-5 3 . � S31 Fax:
Contact Person: M, <4n c / t-w Ike-,
Email:a.►n /Kc.6 i•►.410 041wa _ OV
APPLICATION AMOUNT: $ /J Au C
DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS:
Bv:_--=yam
Printed Name of Officer:
Title- Cien -,A /
Date: r (- Z g-- t g
'r-/ C rA
(Additional pages may be added to Exhibit "A")
Exhibit "A"
Indianapolis Opera (I0) requests support from the City of Carmel Arts Grant
Program to subsidize the additional cost of performing an original and fully staged
production at the Booth Tarkington Civic Theatre. The organization is considering
presenting Wolfgang Amadeus Mozart's Don Giovanni or a world premier of Don
Freund Star Cross'd Lovers in the Fall of 2019.
Wolfgang Amadeus Mozart's Don Giovanni is a beloved opera that is an adaptation of
a theatrical play by Tirso de Molina. Moliere's Don Juan inspired Lorenzo da Ponte,
the librettist, to write this timeless libretto based on the character, Don Giovanni,
who rails against God and society. The musical genius of Mozart is on full display,
which can be heard in the opening overture; which exhibits the works
transcendental dimensions. This classical opera is a perfect example of drama
giocoso, which is a blend of serious and comedic opera. Don Giovanni is a standard
Italian repertory for opera houses worldwide.
A new American Opera, Star-Cross'd Lovers, by renowned Indiana composer, Don
Freund. This story has been told and re -told in various genres and languages
throughout the centuries, capturing the emotions and imaginations of audiences the
world over. In his new opera, Star-Cross'd Lovers, composer Don Freund has written
the first ever staged opera of Shakespearean's English - Romeo and Juliet. Opera
audiences are familiar with popular interpretations of the story in French Grand
Opera, Italian bel canto, and Bernstein's transformed story in an American Jazz -
influenced style. Now, Star-Cross'd Lovers lands where the story began, presenting
the archetypal tale of Romeo and Juliet with a revolutionary modern musical score.
The world premiere of Star Cross'd Lovers would highlight the new direct of modern
opera.
In late 2015, IO discovered that 46% of its audience travels from Carmel to
experience opera in Indianapolis. Therefore for the there years IO has taken that
insight using it to embrace and build this audience group. IO selected The Booth
Tarkington Theatre because the space is ideal to experience intimate opera and the
audience base is accustomed to seeing theatre. For the past few years, IO has
continued to make a concerted effort to build awareness in the community,
especially in outreach efforts with Current in Carmel. As a result of awareness
building activities, a total of 1160 tickets - singles, group, and subscription - sold for
the three -show run of Puccini's La BoWme. In 2018, IO continued building its
relationship with The Tarkington and the City of Carmel, resulting in steady and
growing number of tickets sold and sold out performances.
IO's mission is to educate, inspire and entertain through the creation and
presentation of musical storytelling for the Hoosier community. IO brings the
passion, excitement, and art of opera to Indiana.
Centrally located and the only professional opera company in the state, I0 delivers
the opera experience to people of all ages, creeds, racial and ethnic groups, gender
and socioeconomic backgrounds. With mainstage series showcasing standard and
chamber opera, as well as educational programming delivering diverse artistic
experiences throughout the state, I0 is proud to be a unique cultural resource for
the people of Indiana.
I0 believes in three principles that support its mission and focus as the organization
reinvents and defines itself. First, the human voice is the greatest form of
expression. Second, the state is a forum for community engagement and
communication. Third, the telling of stories defines our humanity. I0's aspiration
for artistic excellence is connected and influenced by these three overarching beliefs
that draw leadership, artists, and staff back to the organization's core values.
A key driver of advancing the passion, excitement, and art of opera in Indiana over
the company's 42 years, I0 productions and education program remain nimble in
response to community needs in a changing environment. Committed to bringing
new experiences to Indiana, the organization's 2019-2020 season will engage with
insightful storytelling. With new repertory and talent, as well as venue, I0 is
bringing audiences closer to the art form than ever before.
The Indianapolis Opera
Budget 2018-2019 FY
YTD
Budget
July Budget
Actual
2018-2019
2018-2019 2017-2018
2017-2018
REVENUE
Earned Income
4005 Ticket Fee
1,700
287
1,741
4010 Single Ticket
a- La Boheme
55,000
9,088
50,209
b- Metro Opera
1,000
225
4,327
c- Hansel & Gretal
0
2,428
5,337
d- Chorus Concert
6,000
545
0
e- Camelot
55,000
8,698
47,696
f- other
0
0
TOTAL TICKET INCOME
1181700
21,271
75,000
109,310
Special Events Income
4130- Opera Ball Income
125,000
56,550
4131a - Opera Ball Contributions
31,944
4132b - Opera Ball Sponsorships
7,500
4132b - Opera Ball Auction
46,363
4151a - Lobster Palooza Gaming
9,500
11,955
4151b - Lobster Palooza
80,000
72,965
85,831
4152 - Other Income Special Events
4,500
TOTAL SPECIAL EVENTS INCOME
205,000
82,465
225,000
244,643
Support & Revenue
4205 • Basile Opera Center (Lease/Rental)
45,000
4,472
39,804
4335 - Sale of Assets
400
4360 - Interest/Dividends
18
149
4400 - Foundations
270,000
67,500
223,584
4330 - Set/Costume Rentals
4370 - Foundation -10 Endow
4500 • Corporate Gifts
30,000
26,500
4560 - Matching Gifts
10,000
4600 • Individual Contributions/Corporate Matches
80,000
2,980
96,589
4601- Board Donations
50,000
3,250
45,135
4605 - Major Gifts
20,000
4650 - Bequests
11,659
4700 - Government Grants
38,000
30,000
30,640
4890 - Opera Workshop (IU)
20,000
1,600
3,877
TOTAL SUPPORT & OTHER INCOME
563,000
109,820
594,000
478,338
Education & Outreach
4300 - ICE Resident Artist & Educ Outreach
a - School/Show Performances
34,000
800
26,604
b - Scholarships
20,000
100
21,471
c - Grants/Foundations
13,000
15,000
d -Audition Fees
6,000
7,895
TOTAL EDUCATION & OUTREACH INCOME
73,000
900
78,000
70,970
8/20/2018
ddh 1
The Indianapolis Opera
Budget 2018-2019 FY
YTD
Budget July Budget Actual
2018-2019 2018-2019 2017-2018 2017-2018
Grand TOTAL INCOME 959,700 214,456 972,000 903,260
EXPENSES
Operating Expense
5300 • Salaries - Professional Staff
158,500
10,162
5301 - Salaries - Part time personnel
96,400
8,363
5303 • Health
14,700
5304 - Taxes (employer)
27,000
1,668
5305 . Independent Contractor
3,000
5406 • Rental/Storage
1,200
5407 • Interest-Admin. Operating
100
5410 - Professional Services and Fees
23,000
1,400
5412 • Equipment-Lease/Maint.
9,000
236
5413 - Insurance
23,000
1,679
5414 • Telephone/Internet?IT
9,000
205
5415 • Supplies
2,000
55
5416 • Postage-Admin. Operating
2,500
5417 • Dues/Subscriptions
3,800
5419 • Buildings/Utilities
30,000
1,634
5420 - Building Repairs
15,000
954
5421 • Building-Supplies/Custodial
11,000
2,075
5424 - Staff Development
1,000
5425 • Staff Travel/Food Expenses
3,000
5428 • Miscellaneous-Admin. Operating
800
5429 • Fee & Licenses
3,000
1,018
5434 - Depreciation - Opera Center
TOTAL OPERATING EXPENSE
437,000
29,447 428,400 417,216
Marketing Expense
5531a • Advertising
21,000 915
5531b - Designer
6,000
5531c - Post Cards and Flyers
7,000 808
5531d -Ticket/Box Office Fees
6,000
5560 - Public Relations
TOTAL MARKETING EXPENSE
40,000 1,723 30,000 38,310
Development Expense
5685a Planning
2,000 0
5685b Staff Training (seminars, classes,webinars)
1,000
5685c Mailing Letters
2,500
5685d Hospitality (meals & travel)
2,000
5685e Supplies (ofc, prtg, spec)
2,000
TOTAL DEVELOPMENT EXPENSE
9,500 0 0 0
Production Expenses
8/20/2018
ddh 2
The Indianapolis Opera
Budget 2018-2019 FY
YTD
Budget
July Budget
2018-2019
2018-2019 2017-2018
6100 Artistic Cast
85,000
6101 Technical A/D/Misc. Prod Staff
55,000
6102 Sets/Costumes Props/Royalties
16,000
2,000
6103 - Production Company
28,000
6104 • Venue
28,000
1,000
6105 • Travel Housing
14,000
6136 - Orchestration
43,000
633
- Workshop New Opera
15,000
6090 - Miscellaneous Production -Chorus Concert
5,000
197
Actual
2017- 2018
TOTAL PRODUCTION EXPENSE 289,000 3,830 275,000 266,878
Special Event Expenses
5751 Lobster Palooza
40,000
41,450
5710 Opera Ball
55,000
16,762
TOTAL SPECIAL EVENT EXPENSE
95,000
58,212
100,000
101,997
Education and OutReach
6900 Part Time Wages /RA Director
30,500
1,016
6901 Resident Artists Contracts
40,000
300
6911 Outreach Artist
5,000
6915 Travel Expense
2,000
15
6920 • Audition Expense
1,500
6975 • Education Marketing/Promotion
1,000
TOTAL EDUCATION & OUTREACH EXPENSE
80,000
1,331
70,850
78,773
TOTAL EXPENSES
950,500
94,544
904,250
903,174
NET INCOME
9,200
119,912
67,750
86
8/20/2018
ddh 3
STATE OF INDIANA
SS:
COUNTY OF HAMILTON
AFFIDAVIT
I, v , D CV-4' & r , an authorized representative
Of .�-/.-...,.� 120 4,j 0").-,
`Grantee"), being first duly sworn upon
my oath, state that pursuant to paragraph 8 of the City of Carmel Arts Grant Program Agreement,
all income of Grantee, including a City of Carmel arts grant, if applicable, revenue of sales,
and/or ticket revenue, etc., in the Grantee's fiscal year ending 2018 or calendar year ending 2017
totaled $ / // 3 !607-
Signature
Printed Name
Subscribed and sworn to before me, the undersigned Notary Public, this ;q4b- day of
YP SHARON M. KIBBE
* SSAL * Resident of Hamilton Co.
My Commission Expires
July 12, 2026
Q��r l
�^ 11 AA�
Y . V r�
Signature - Notary Public
Printed Name
Resident of
My Commission Expires:
County, Indiana
I
INDIANAP I EIS OPERA
A VOICE. A STAGE. A STORY.
November 27, 2018
City of Carmel
Office of the Mayor
Attn: Mayor Jim Brainard
One Civic Square
Carmel, Indiana 46032
Dear Mayor Brainard,
On behalf of the Indianapolis Opera we are submitting our grant proposal for the year of 2018
for an Opera presentation at Booth Tarkington Theater. Let us begin by giving you a brief year-
end report (EXHIBIT G).
Through the funds provided by you, we held three performances of La Boheme at Booth
Tarkington Theater on September 14`h, 15`h, and 16`h with a budget of $150,000. Your generous
$8,000 grant was applied to marketing expenses for the City of Carmel and Hamilton County.
You can see those efforts translated into growing ticket sales, generating 1160 tickets sold. The
performances were well received. Don Grossman, Novo said, " These performances were first
rate all the way around." In addition, we partnered your grant with other funds to help with
education initiatives. These funds helped students of all ages and backgrounds attend our
performances.
It was an honor to present our Opera productions in Booth Tarkington Theatre. It is our desire to
reapply because we believe that we had successes in the areas of production, marketing, ticket
sales, and audience response.
For the year 2019, the cost of the Don Giovanni and/or Star Cross'd Lovers project around
production and marketing is $150,000 (EXHIBIT B). Our revenues for this project will be through
ticket sales of $55,000, grant estimation of around $20,000 ($11,000 grant applied) $20,000 in
sponsorships, and $75,000 in contributed income. With acceptance of your grant, we wish to
apply the funds of $10,000 in the direction of expanding the audience base specifically in Carmel
and Hamilton County. Along with expanding educational offerings in the region, our aim is to
4011 North Pennsylvania Street Indianapolis IN 46205 1 www.indyopera.org I Phone: 317.283.3531
I N D I ANAP EIS OPHRA
A VOICE. A STAGE. A STORY.
magnify the students association with Italian and French cultures, classical literature, theater,
and music.
Thank you for your consideration and we look forward to being a successful partner in the
coming year.
Sincerely,
David Craig Starkey
General Director
4011 North Pennsylvania Street Indianapolis IN 46205 1 www.indyopera.org I Phone: 317.283.3531