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HomeMy WebLinkAboutResolution BPW 01-18-23-06; ($3,020.00); Carmel Clay Historical Society; Arts GrantRESOLUTION NO. BPW 01-18-23-06 RESOLUTION OF THE CITY OF CARMEL BOARD OF PUBLIC WORKS AND SAFETY ACKNOWLEDGING ARTS GRANT PROGRAM AGREEMENT 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’smayor may enter into contracts on behalf ofthe City; and WHEREAS, pursuant to his authority under Indiana law, the City’smayor, 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’sBoard of Public Works and Safety for it to be publicly acknowledged, filed in the Clerk’sOffice, and made available to the public for review. NOW, THEREFORE, BE IT RESOLVED by the City of Carmel Board of Public Works and Safety as follows: 1. The foregoing Recitals are incorporated herein by this reference. 2. The receipt ofthe Contract is hereby acknowledged. 3. The Contract shall be promptly filed in the office of the Clerk and thereafter made available to the public for review. SO RESOLVED this day of , 2023. CITY OF CARMEL, INDIANA By and through its Board of Public Works and Safety BY: James Brainard, Presiding Officer Date: Mary Ann Burke, Member Date: Lori S. Watson, Member Date: ATTEST: Sue Wolfgang, Clerk Date: S:\\EBass\\MyDocuments\\BPW-Resolutions\\2023\\Acknowledge ArtsGrantCarmel Clay Historical Society.docx1/9/202312:17PM 18th January DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 Not Present 1/19/2023 1/19/2023 1/19/2023 OF CqR 1AjD! ANN ` AGREEMENT This Grant Agreement (herein referred to as "Agreement") entered into by and between the City of Carmel (the "City") and Carmel Clay Historical Society (the Grantee"), is executed pursuant to the terms and conditions set forth herein. In consideration of those mutual undertakings and covenants, the parties agree as follows: 1. That on behalf of Grantee, a not -for -profit corporation, I, Deborah Gangstad , an authorized representative of Grantee, have applied for a City of Carmel 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 $- 3_, 0 2 0.0 0 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. DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 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); and 2. A budget for the calendar or fiscal year for which the grant is requested EXHIBIT B); and 3. Certified copies of incorporation as a not -for -profit corporation under state law EXHIBIT C); and 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); and 5. Any audits, reviews or compilations available describing the financial condition of the Grantee, unaudited Balance Sheet and Income Statement, most recent available IRS Form 990, and the attached Affidavit (EXHIBIT E); and 6. A list of the Grantee's board of directors and officers listed (EXHIBIT F); and 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 finds 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 DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 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. DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 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: Carmel Clay Historical Society C Printed Name of Officer: Date: 11/30/2022 ATTEST: Date: 1/3/2023 Gangstad Grantee") Title: Executive Director CITY OF CARMEL ("Grantor") Un James Brainard, Mayor Date: 1/3/2023 If you have any question concerning the City of Carmel's 2023 Arts Grant Program, grant writing, guidelines or application materials, contact: Sharon Kibbe, City of Carmel, One Civic Square, Carmel, IN 46032, Phone: 317-571-2483, ::r:: is ! i 1 ;, . 4 DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 Exhibit "A" An Application and Description of the Proposed Use of the Grant Funds V— ' iIT VIL-9 Name of organization: Carmel Clay Historical Society Address: P.O. Box 4777 Carmel, IN 46082 Telephone: 317-846-7117 Fax: NA Contact Person: _ Deborah Gangstad Email: dgangstad@carmelclaybistory.org APPLICATION AMOUNT: $ 4,000.00 DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS: Please see attached document labeled "DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS." Additional pages may be added to Exhibit "A") Signature: Aku 0 L, / Printed Name of Officer: Deborah angstad Title: Executive Director Date: 11/30/2022 DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS 4:1 V Carmel Clay Historical Society City of Carmel Arts Grant Application The Carmel Clay Historical Society is preparing to open the doors of a completely new and state of the art historical museum in 2024. This facility has a large open lobby area open for the general public to explore. We want to inspire these guests with the history of Carmel through a large art display within the space. The requested funds would be used to commission a graphic artist to produce eight images of significant events throughout Carmel's history. These images would be displayed on the large bulkhead of the entry of the new museum, as well as within exhibit displays and in marketing material as part of our branding strategy. We envision these images to be designed in the style of vintage travel posters with simple, elegant lines and bold colors. The events depicted might include: settlement of Carmel by the Lenape in about 1810, the founding of Bethlehem in 1837, the establishment of Carmel High School in 1869, the opening of the Morton Railroad in 1883, the opening of the interurban railway in 1903, the Great Fire and Flood of 1913, Carmel's suburban growth in the postwar era, and the transformation of Carmel into a modern, dynamic city represented by a roundabout. We believe that by displaying Carmel's history in an engaging and appealing way, it will encourage more visitors to enter the museum and learn about the history that shaped the community where they live, work, and play. This gives our facility the opportunity to reach and appeal to community members who have not previously visited our space or participated in our programming. DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 00 Carmel Clay Historical Society 2023-24 Budget 2023 2022 Anticipated Actual Planned REVENUE Donations/Memorials 35,000.00 31,000.00 Grants 15,000.00 22,448.00 City Contract 28,000.00 30,290.00 Events 11,000.00 13,000.00 Sponsorships 6,000.00 4,250.00 Interest 3,000.00 1, 800.00 Memberships 5,000.00 4,000.00 Tours/Programs 3,500.00 3,000.00 Brick Project 5,000.00 4,000.00 Misc and Refunds 300.00 1,067.24 Merchandise 1,500.00 2,045.00 PayPal and Square fees 500.00 500.00 TOTAL 113,800.00 116,400.24 Building and Grounds 2,000.00 3,830.00 EXPENSES Contract Services - IT 5,000.00 4,308.00 Programming/Collections Care 5,000.00 9,031.00 Dues, Fees, Memberships 6,000.00 5,710.00 Event and Exhibits Expenses 4,000.00 6,844.00 Membership - Marketing 3,600.00 3,595.00 Basic Office Operations 5,000.00 6,523.00 Salary/Insurance/Taxes 65,000.00 62,129.00 Misc 2, 000.00 0.00 Utilities 1,400.00 1,765.00 Retail Sales 100.00 0.00 Bricks 4,000.00 2,456.00 Donations 0.00 Sales Tax 1,500.00 1,224.00 TOTAL 104,600.00 107,415.00 DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 C STATE OF INDIANA . OFFICE OF THE SECRETARY OF STATE g To Whom These Presents Come, Greeting: CERTIFICATE OF ,INCORPORATION . CARMEL-CLAY HISTORICAL, SOCIETY INC 1, LARRY A. CONRAD, Secretary of State of the -State of Indiana, hereby certify, that Articles of incorporation of the above not for profir corporation, in the form prescribed by this office, prepared andsignedinduplicatebytheIncorporatirr(s) and acknowledged and verified by tlge same before a NofaryPublic, have been presented tome at this office accompanied by the fees prescribed by law, that I have foundsuchArticlesconformtolaw; that I have endorsed my approval upon the duplicate copies of such Articles; that all fees have been paid as required by law; that one copy o,f(suchArti le jeen f led in this Office: and that the remaining copyT(ies) of such Articles bearing the endorsement o my approval and filing has ( have) been returned by me to the incorporator(s) or his (their) representatives; all as prescribed by the Indiana Not -Far -Profit Corporation Act of 1971. NOW, THEREFORE, I hereby issue to such Corporation_ this Certificate of Incorporation, and furl er certify that its corporate existanee has begun: s E A In Witness Whereof, I have hereunto set my hared and affixed the seal of -the State of Indiana, at the City of Indianapolis, this - 2 8 th day of 91L— e RRY CONRAD- Sep4 tary of S . e By— _ Deputy r DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 Internal Revenue Service District Director Date: JUL 2 Z 1986 Carmel -Clay Historical Society, Inc. 201 Belden Drive Carmel, IN 46032 Dear Sir or Madam: Department of the Treasury Employer Identification Number. Caae um18r. $ 310001531 Person to Contact: Cindy Perry Contact Telephone (dumber. 513-684-3578 Caveat Applies: No Based on the information you recently submitted, we have classified your organization as one that is not a private foundations within the meaning of section 509(a) of the Internal Revenue Code because you are an organization described in section 509(a)(1) and 170 (b) (1) (A) (vi) . Your exempt status under section 50I(c)(3) of the Code is still in effect. This classification is based on the assumption that your operations will continue as you have stated. If your sources of support, or your Du.rposes, character, or method of operation change, please let us know so wre can consider the effect of. the change on your exempt status and foundation status: This supersedes our letter dated May 1, 1979. If the above heading indicates that a caveat applies, the caveat below is an integral part of the letter. Because this letter could help resolve any questions about your foundation status, you should keep it in your permanent records. If you have any questions, please contact the person whose name and telephone number are shown above. Sincerely yours, District Director cc: Mr. Ralph H. Zimmerman 6525 E. 82nd Street, #102 Indianapolis, IN 46250 P.®. ®ou 250& CineinnO. OH 452V t o!!ar in71t/i4nt t2av A -an, DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 Q1 n Soz:tcrna! ReFepue Serciee 015262 CINCINNATI CH 45999-0038 CARMEL-CLAY HISTORIAL SOCIETY INC: 211 1ST ST SW CARM EL IN 46032 Employer ID numbers 31-0908428 Form 990 required: Yes Dear Taxpayer in reply refer to: 0248188044 Aug. 31, 2021 LTR 4168C 0 31-0908428 000000 00 00100b4 BODC: TE We're responding to your request dated Aug. 20, 2021, about your tax-exempt status. We issued you a determination letter in July 1986, recognizing you as tax-exempt under Internal. Revenue Code CIRC) Section 501(c) 3). We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509ia)(1) and 170(b)(1)(A)(vi). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. in the heading of this letter, we indicated whether you must file an annual information return. If you're required to file a return, you must File one of the following by the 15th day of the 5th month after the end of your annual accounting period: Form 990, Return of Organization Exempt From Income Tox Form 990E2, Short Form Return of organization Exempt From income Tax Form 990-N; Electronic Notice (e-Postcard) for Tax -Exempt Organizations Not Required to File Form 990 or Form 990-EZ Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation According to IRC Section 6033(i), if you don't file a required annual information return or notice for 3 consecutive years, we'll revoke your tax-exempt status on the due date of the 3rd required return or notice. You can get IRS forms or publications you need from our website at www.irs.goviforms-pubs or by Calling 800—TAIL—FORM (800-829-3676). if you have questions, call 877-829-5500 between 8 a.m. and 5 p.lii., DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 STATE OF INDIANA COUNTY OF Hamilton SS: AFFMAWT I, Deborah Gangstad , an authorized representative of Carmel Clay Historical Society Grantee"), being first duly sworn upon my oath, state that pursuant to paragraph 2 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 previous year totaled $ 8 8 2 , 3 0 8 .0 0 SipA L*1 , t , /L.. .. -t -, -1 atixre Deborah Ga gstad Printed Name Carmel CW Historical Society Subscribed and sworn to before me, the undersigned Notary Public, this 3 0 th day of November , 202 2 . S alz_n 1, U'JL- Signature - Notary Public Printed Name Sharon M. Kibbe SEAL] Resident of Hamilton County, Indiana c aYP SHARON M. KIBBE My Commission Expires: -july 12 2026 A: SEAL *" Resident of Hamilton Co. My Commission Expires tia + July 12, 2026 DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 Carmel Clay Historical Society Balance Sheet 11/30/2022 Cash $58,979.15 Land and Buildings $1,020.00 Historical cost Other assets $941.00 Contents of the Depot Building Fund $985,792.24 Pledge Receivable for Building Fund $175,000.00 Grant from Clowes Foundation $225,000.00 Total Assets $1,446,732.39 Total Liabilities $5,000.00 Consultant under Contract Net Assets or fund balances $1,441,732.39 DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 President Vice President Treasurer Secretary Board Member Board Member Board Member Board Member Board Member Board Member Board Member Board Member Board Member Executive Director Membership and Operations Manager Historian and Collection Manager City Archivist Carmel Clay lstorical Society Board of Directors 2023-2024 Brad Sexauer Lily Pai Deb Teets Cleaver Lisa McLaughlin Nick Davis Jennifer Hershberger Julie Kingston Larry Lawhead Dan McFeely Meg Osborne Christine Owens Virginia Steckley Fred Swift Debbie Gangstad Meg Fuertges Andy Wright Brendan White Carmel Clay Historical Society P.O. Box 4777 Carmel, IN 46o82 317-846-7117 info@carmelclayhistory.org DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 for Carmel Clay Historical Society's 2022 Carmel Arts Grant November 30, 2022 Mayor James Brainard One Civic Square Carmel, IN 46032 Dear Mayor Brainard, Carmel Clay Historical Society appreciated the 2022 Carmel Arts Grant of $3775 for a realistic 2'x3' diorama depicting Lenape farmstead life circa 1810-1832. Our need for this piece was to visually educate our museum visitors. CCHS contacted an artist through the Indiana Artisans Gallery to create the diorama. When his estimate exceeded our grant allotment, we chose Joe Moriarity in January 2022 to complete this artwork. Joe was very willing to do this work and CCHS was happy to have him do it. Andy Wright, the Carmel Clay Historical Society historian, provided specific historical guidance for the diorama. When Joe was contacted in the summer about his progress, he expressed some concern about the quality of his work since this was a new artistic task for him. He also did not want to be paid until he was certain he could provide a museum quality piece. In October, Joe was concerned that he would need more time than he realized to finish this work. We encouraged him to take more time to complete the diorama. His most recent update explained that this was more involved than he realized, but he did have some ideas to finish. Attached are Joe's completed parts of the diorama, along with some ideas about executing the project. We very much would like to have the diorama completed to use in the new museum. Carmel Clay Historical Society appreciates of the City of Carmel's Art Grant initiative. Sincerely, r dltiAMIN 1 Debbie Gangstad Executive Director Carmel Clay Historical Society Carmel Clay Historical Society P.O. Box 4777 Carmel, IN 46o82 317-846-7117 info@carmelclayhistory.org DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57 G Timeline: January 10, 2022 CCHS verbally contracted Joe Moriarity to create realistic 3-D diorama. Our CCHS historian provided historical support. August 16, 2022 Joe replied to our email that the project would be complete by 10/1. September 28, 2022 Talked to Joe and paid him $1888 for 50% of grant. October 2022 Joe emailed asking for an extension to complete the project. November 29, 2022 Joe emailed with images of his progress and some suggestions to complete the project with architectural wood cuttings to depict the Lenape life. The $1888 check has not been cashed. November 30, 2022 Our CCHS team agreed for Joe Moriarity to create this diorama with a slightly different artistic slant. We believe that he has the desire and ability to execute this project and would be the best choice to do so. DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57