HomeMy WebLinkAboutResolution - 5472 - Agreement - Lubbock Arts Alliance Inc - Grant Program - 04_24_1997RESOLUTION NO. 5472
Item #28
April 24, 1997
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and directed to
execute for and on behalf of the City of Lubbock with Lubbock Arts Alliance, Inc., an Agreement,
Guidelines and any associated documents for implementation of a grant program in support of the
arts. A copy of said Agreement is attached hereto and as spread upon the minutes of this Council
shall constitute and be a part of this Resolution as if fully copied herein in detail.
Passed by the City Council this 24th day of April 1997.
ATTEST:
/ 644,,,
Kaytty Darnell, City Secretary
APPROVED AS -TO CONTENT:
Connie Gibl dhs, gultural Arts Services Manager
APPROVED AS TO FORM:
G. Vandiver, First Assistant City Attorney
DV/8VCw0wLA6I.RFS
Apml 141997
RESOLUTION NO.5472
Item #28
April 24, 1997
STATE OF TEXAS §
COUNTY OF LUBBOCK §
AGREEMENT
This agreement is made by and between the City of Lubbock, a municipal corporation ("City"), and
the Lubbock Arts Alliance, Inc., a non-profit Texas corporation ("Alliance"), for the purposes and
considerations hereinafter expressed.
WITNESSETH:
WHEREAS, Section 351.002 V.T.C.A. Tax Code authorizes the City to impose by ordinance
a hotel occupancy tax which may not exceed seven percent of the consideration paid by hotel
occupants for a hotel room; and
WHEREAS, Section 35 1. 101 V.T.C.A. Tax Code authorizes revenue from the municipal
hotel occupancy tax to be used only to promote tourism and the convention and hotel industry; and
WHEREAS, section 35 1. 101 V.T.C.A. Tax Code authorizes the City to use a portion of
revenue derived from its hotel occupancy tax for the encouragement, promotion, improvement, and
application of the arts; and
WHEREAS, there is now on deposit in the City's General Fund ONE HUNDRED
EIGHTEEN THOUSAND SEVEN HUNDRED TWENTY AND 23/100 DOLLARS ($118,720.23)
(the "Funds") collected by the City on or before September 30, 1996, for the fiscal year ending on
that date, which Funds represent that portion of the hotel occupancy tax that may be disbursed for the
encouragement, promotion,, improvement, and application of the arts as heretofore stated; and
WHEREAS, the Alliance which is comprised of a representative cross-section of those
interested in and participating in the Lubbock arts community, has proposed certain Guidelines
(hereinafter "Guidelines" that are attached hereto as Exhibit A and made a part hereof and
incorporated herein by reference by all purposes) and said Guidelines require a Review Committee to
recommend to the City how the Funds should be distributed; NOW TIEREFORE:
The City and the Alliance hereby agree as follows:
1. The City hereby adopts, ratifies and affirms the Guidelines attached hereto as Exhibit
A and the procedures set forth therein.
2. The City hereby agrees to pay to the Alliance the sum ONE HUNDRED EIGHTEEN
THOUSAND SEVEN HUNDRED TWENTY AND 23/100 DOLLARS
($118,720.23) to be paid upon the execution of this agreement by both parties.
3. From the moneys paid by the City, FIVE THOUSAND NINE HUNDRED THIRTY-
SIX AND O1/100 DOLLARS ($5,936.01) (which represents five percent (5%) of the
Funds) may be used to pay the estimated administrative costs of the disbursement of
the Funds. The balance of that payment shall be deposited pending disbursement to
application grantees in an interest bearing account at a depository of the Alliance's
choosing. The principal amounts of the installments only shall be expended as
approved, with the interest being reported to the City at the end of the term of this
agreement ( but retained by the Alliance for the funding of future grant applications.)
4. The City, in writing, shall approve in advance the semi-annual grant awards
recommended by the Alliance and Review Committee.
S. The Alliance must maintain the Funds provided by the City in a separate account
established for that purpose and may not commingle those Funds with any other
money or maintain it in any other account.
6. The Alliance shall maintain complete and accurate financial records as to the
administrative costs of the disbursement of the Funds and as to the disbursement of the
Funds themselves and how they are spent by the application grantees, and on request
of the City or another person shall make the records available for inspection and
review at all reasonable times, and shall make at least quarterly reports to the City with
regard to such expenditures. The Alliance will furnish the City with an annual financial
report listing all expenditures made by the Alliance and detailing how each grantee has
expended its grant funds.
7. The Funds shall be disbursed to application grantees only in accordance with the
Guidelines attached hereto.
8. The Alliance shall allow the City's accountants to audit the expenditure of the Funds
and shall be responsible for the costs of the audits (which may be paid from the
Funds), and any other expenses incurred by the City in assuring that said Funds are
properly disbursed by the Alliance.
9. The Alliance hereby indemnifies the City from any and all claims or liabilities of
any nature whatsoever arising out of the disbursement and use of the Funds by the
Alliance including, but not limited to, any cause of action or claim arising at events
made possible or partially possible by the funds, and the Alliance further agrees to hold
the City harmless therefrom.
10. The Alliance will request that each grantee receiving Funds include the following
acknowledgement on printed programs or other information produced by the grantees:
"This program (exhibit) is made possible in part through a grant from the City of
Lubbock, as recommended by the Lubbock Arts Alliance, Inc."
11. This agreement terminates March 1, 1998.
EXECUTED this 24th day of Apr{{ 1 , 1997.
THE CITY OF LUBBOCK:
ATTEST:
s't .
Kaytivi Darnell, City Secretary
PROVED AS :=:
Connie Gibb tC tural Arts Services Manager
AS TO FORM:
n
G. Vandiver, First Assistant City Attorney
nv1gs/ciVaWLAAcmaoc
April 15,1997
LUBBOCI: ARTS ALLIANCE, INC.:
BY:
ROB STAL, PRESIDENT
City of Lubbock and Lubbock Arts Alliance
1997 Guidelines and Procedures
CULTURAL GRANTS PROGRAM
INTRODUCTION
The City of Lubbock/Lubbock Arts Alliance Cultural Grants Program provides local cultural organizations with
financial support for projects representing a significant effort toward the promotion of the arts and humanities in
Lubbock and contributing to Lubbock's growing reputation as a regional cultural and entertainment center.
ELIGIBILITY
1. An applicant must be a nonprofit, tax-exempt organization holding letters of confirmation from the
Internal Revenue Service.
2. An applicant must have been chartered and actively pursuing its goals for at least one year prior to
application.
3. The proposed project must represent a significant effort toward the promotion of the arts and humanities.
4. The project must begin within eight months of the date of application and must be completed within 12
months of the issuance of the 60% portion of the grant unless otherwise specified in the application.
FUNDING POLICIES
Restrictions
Grant funds may not be used for the following:
• elimination of accumulated debt.
• any travel
• fundraising events or activities
• receptions, social functions or parties.
personal expenses.
operating/overhead expenses.
projects already completed or funded.
Funding Periods
Applications will be accepted twice yearly on or before the following dates:
JUNE 1, 1997 (for projects beginning after September 1, 1997)
DECEMBER 1, 1997 (for projects beginning cgs March 1, 1998)
Matching Funds
1. Applicants must match all funds provided by the grant. Matching funds may be cash or in -kind
contributions, with the in -kind match not exceeding 25% of the total project expenditures. In all
instances the grants program encourages cash match.
2. In -kind match may include any services or supplies for which the applicant would normally pay, but
which are being contributed free of charge. Only true donations of time, supplies and services may be
allowed as an in -kind match. For those individuals who regularly donate their time and services to the
applicant organization, the project budget should include only those contributions which pertain directly
to the project. In -kind value of volunteer services must be calculated at the minimum per -hour wage.
Dispersal of Funds
1. Sixty percent (60%) of the grant award will be scheduled for payment no later than March 15 or
September 15, according to the funding period in which the application is submitted. The remaining forty
percent (40%) will be paid upon approval of the applicant's Evaluation Report Form (ERF). This form will
be provided by the Lubbock Arts Alliance and must be completed and returned within thirty (30) days
of the conclusion of the project ending date. Failure to submit the ERF in the designated time frame will
result in forfeiture of the remaining forty percent (40%).
2. The approved applications in any granting period may not necessarily total the available funds for that
period. In this event, any remaining funds will be carried over to the next granting period.
WORKSHOPS & PRE -APPLICATION REVIEW
Grant writing workshops will be presented prior to the two application deadlines for the benefit of applicants.
Information on the dates and times of the workshops will be published in the Lubbock Avalanche Journal, other
local publications, and will be available from the Arts Alliance office. It. is mandatory that all applicants attend
one of the workshops during the calendar year.
Applicants are encouraged to contact staff for assistance with grant applications and required attachment
instructions. Drafts are accepted up to two weeks before the postmark deadline. Grantees may receive
assistance from staff regarding project revisions, contractual obligations and reporting requirements.
Organizations submitting applications to the Grants Review Committee for the first time are required to schedule
a pre -application review with the executive director of the Lubbock Arts Alliance at least two (2) weeks in
advance of the application deadline. Appointments may be made by contacting the Lubbock Arts Alliance office
at 744-ARTS.
APPLICATION REVIEW
Criteria
The following criteria will be used in reviewing all applications submitted to the Grants Review Committee with a
scoring system with one being the lowest:
SERVICE: 1-25 POINTS
• Does the project primarily serve the residents and visitors to the City of Lubbock?
• Does the project contribute to the economy, promote tourism and is it available to the
general public?
• Does the project serve to educate the public in the value of the arts and humanities?
♦ Does project contribute to Lubbock's reputation as a regional cultural center?
INVOLVEMENT: 1-20 POINTS
♦ Does the project encourage collaboration between organizations?
♦ Does the project promote access to the arts and humanities?
♦ Does the project support the preservation and enrichment of the diverse cultural heritage's
of the community?
CAPABILITY: 1-20 POINTS
♦ Has the organization demonstrated sound fiscal management?
♦ Has the organization demonstrated success from past efforts and are they in good
standing with previously funded projects?
♦ Does organization show evidence of public and private financial commitment other than its
request to the Alliance?
♦ is the amount requested reasonable in relation to the total cost of the project?
♦ Is the emphasis of the proposal on a specific project or performance rather than the day-
to-day financial requirements of the organization?
ARTISTIC MERIT: 1-35 POINTS
♦ Does the project improve the quality of arts and humanities available to the community?
♦ Does the project promote the development and/or identification of creative talent?
♦ Is the project innovative?
♦ Does the project promote excellence in the arts and the humanities?
With this kind of scoring system, you might actually be able to provide council with the scores
for each application, and if they are aware of the criteria used in the scoring, it might put things
in perspective for them. It also lets them know that the recommendations by the committee
are not arbitrary, but are based on a well-founded and equitable scoring system.
Grants Review Committee
The Grants Review Committee consists of four members appointed by the Lubbock Arts Alliance and two
members appointed by the Lubbock City Council. The committee will review applications and make
recommendations to the Lubbock City Council, which has final authority. All appointed committee members shall
be appointed for a term of three years. The executive director of the Lubbock Arts Alliance will serve as an ex-
officio member of the review committee.
The Grants Review Committee will meet to consider applications. The committee will be charged with the
responsibility of making its recommendations to the City Council as early as possible following the established
application deadlines.
AMENDMENTS TO APPROVED PROJECT PROPOSALS:
Grant funds may be expended only for project purposes and activities as set forth in the proposal and budget
originally approved, or as subsequently amended and approved in writing by the Lubbock Arts Alliance. Written
requests for amendments must be submitted in writing and approved prior to significant revisions of the following:
1. Changes of project scope, purpose, activities, dates and times or principal participants;
2. Changes in the project director or other professional personnel identified in the proposal
3. Changes in the project budget which exceed (ten) percent in items funded by the Lubbock Arts
Alliance, or which introduce or eliminate categories of expenditures.
Reconsideration Process
An applicant may request reconsideration of funding decision if that organization can demonstrate that:
• the Grants Review Committee failed to follow published application and review procedures;
• the Grants Review Committee demonstrated a prejudice, capricious or arbitrary actions.
Written requests should be directed to the President of the Lubbock Arts Alliance, and must be submitted within
30 days of the date on the notification letter. Only authorized officials listed on the application may request
reconsideration. The Lubbock Arts Alliance president will appoint an ad hoc three -member committee consisting
of two members of the Lubbock Arts Alliance Board of Directors and one member of the Grants Review
Committee to review the matter and prepare a recommendation to present to the Lubbock Arts Alliance Board at
its next regular meeting. The decision of the Lubbock Arts Alliance Board of Directors is final.
AFTER RECEIVING A GRANT
Acknowledgment
Proper acknowledgment must be given to the City of Lubbock/Lubbock Arts Alliance Grants Program by.
including the following statement on all printed programs, publicity or publications related to the programs:
THIS PROGRAM (EXHIBIT) MADE POSSIBLE IN PART THROUGH A GRANT FROM THE
LUBBOCK CITY COUNCIL, AS RECOMMENDED BY THE LUBBOCK ARTS ALLIANCE, INC.
Failure to Include this acknowledgment
may result In cancellation of the grant.
Assurances
All grant recipients, in signing the required contract for services, make assurances that the applicant organization
will comply with existing local, state and federal laws that prohibit discrimination based on race, color, national
origin, sex or disability.
Record Keeping
Books and records must be maintained for at least one year after termination of the grant and must be exhibited
upon request by the Lubbock City Council or the Lubbock Arts Alliance. A financial statement from the certified
public accountant or an independent audit may be required for the fiscal year in which the grant is awarded.
Final Evaluation
The Evaluation Report Form (ERF) for the project must be submitted within 30 days of the project's
completion. The form is provided by the Lubbock Arts Alliance and must include an itemized account of the
project along with five photographs of project activities (where applicable), and copies of all programs, publicity,
and printed materials.
ORGANIZATIONS THAT HAVE NOT SUBMITTED ERF's MAY NOT APPLY FOR FUTURE FUNDING UNTIL
THEIR DELINQUENT ERF'S HAVE BEEN SUBMITTED.
Evaluation Rating System:
The Arts Alliance conducts an evaluation review of every grant using the ERF and supporting materials. THIS
RATING IS AVAILABLE TO THE GRANTS REVIEW COMMITTEE and is outlined below:
AAA (highest possible rating)
1. Exceeded objectives.
2. Submitted ERF by due date
3. Exceeded matching projections.
4. Showed evidence of well -administered project
5. Showed evidence of exceptional quality artistic activity
6. Received outstanding community support
7. Submitted exceptional support documentation.
=> ORGANIZATIONS SUBMITTING ERF'S MORE THAN TEN DAYS PAST THE DUE DATE WILL
NOT RECEIVE A RATING HIGHER THAN AA.
AA
1. Met objectives.
2. Submitted ERF by due date.
3. Met matching requirements as stated in contract.
4. Showed evidence of well -administered project.
5. Showed evidence of quality artistic activity
6. Received community support.
7. Submitted appropriate support documentation.
=> ORGANIZATIONS SUBMITTING ERF'S MORE THAN 30 DAYS PAST THE DUE DATE WILL
NOT RECEIVE A RATING HIGHER THAN A.
A
1. Did not meet project objectives
2. Submitted ERF past due date
3. Did not meet matching requirements as stated in contract
4. Administered project poorly
5. Showed little or no evidence of quality artistic activity
6. Showed little or no evidence of community support
7. Did not submit appropriate supporting documentation
=> ORGANIZATIONS SUBMITTING ERF'S MORE THAN 60 DAYS PAST THE DUE DATE WILL
FORFEIT THE REMAINING 140%] OF THE AWARD.
Consider adding a section AMENDMENTS TO APPROVED PROJECT PROPOSALS:
Grant funds may be expended only for project purposes and activities as set forth in the proposal and
budget originally approved, or as subsequently amended and approved in writing by the Lubbock Arts
Alliance. Written requests for amendments must be submitted in writing and approved prior to significant
revisions of the following:
1. Changes of project scope, purpose, activities, dates and times or principal participants;
2. Changes in the project director or other professional personnel identified in the! proposal
3. Changes in the project budget which exceed [ten] percent in any line item, or which introduce or
eliminate categories of expenditures.
REQUIRED ATTACHMENTS
One (1) copy of the following attachments must be included for applications to be considered:
1. A budget of Section VII of the application form, Indicating expenditures to be paid from grant funds.
(Show how figures were calculated, e.g. Revenues: $2, 000 -- 1 performance with 400 participants @
$5/person. Expenditures: $4, 000 -- @ $500 each for rehearsal and performance.)
2. Copy of the organization's IRS nonprofit tax -exemption letter.
3. List of the organization's board of directors.
4. Brief narrative on the purpose and history of the organization.
5. Resumes of people involved in managing the project.
6. Outside information (news clippings, programs, etc.) where applicable.
7. Copy of and independent audit or financial statements from a certified public accountant for the most
recent operating year, and/or a copy of an organization's most recent IRS Form 990 for the most
recent calendar year.
1997 City of Lubbock/Lubbock Arts Alliance
Cultural Grants Program
APPLICATION FORM
L Office Use Only - Do Not Write In This Space
Date Received: Amount Requested:
Application No.: Amount Funded:
It. General Instructions
SEVEN (7) copies of your typewritten application must be submitted to the Lubbock Arts
Alliance, 2109 Broadway, Lubbock, TX 79401, postmarked or hand -delivered no later than the
period deadline (June 1 or December 1). Late applications will not be considered. Use only
space provided. Other pages will not be considered.
/it. Organization Information
Organization:
Mailing Address:
Street/PO Box
Chief Administrative Office & Title:
Project Director:
Applicant Organization is legally:
IRS Tax Exempt
Unit of Government
City State Zip
Telephone(s):
College/University
Other (specify):
Person to whom all correspondence or telephone inquiries about this application should be
directed:
Name: Telephone - Business:
Address: Home:
Street/PO Box
Project Beginning Date: _
City ST Zip
Project Ending Date:
IV. Organization Financial Information
Total Operational Budget:
Previous Current Projected
Revenues: $ $ $
Expenditures: $ $ $
1997 Application Form - Page 2
V. Project Description
Project Title:
Number of persons to be directly served by this project:
Project Description:
(Provide a concise description of the project for which you are applying. The first sentence should be a brief
overview of the project, including the amount requested from the grants program. Included in the description
should be information on project publicity, target groups to be served, and plans for development of the project.
Refer to and address the review criteria outlined in the publication "Cukural Grants Program Guidelines and
Procedures. " Additional pages will not be accepted)
1997 Application Form - Page 3
Please list organizations and/or persons with business and managerial skills who will assist in
administering this project. Please include telephone numbers.
V1. Assurances
If a grant is awarded, the applicant gives assurances to the Grants Program that:
1. The activities and services for which financial assistance is sought will be administered by
or under the supervision of the applying organization.
2. Any funds received as a result of this application will be used solely for the project
described.
3. The officials signing the application form and subsequent contract have been authorized by
the applying organization to submit this application.
4. The applicant shall retain a copy of the 1997 City of Lubbock/Lubbock Arts Alliance
Grants program Guidelines and Procedures and shall execute the grant by the rules and
regulations stated therein.
5. The applicant hereby agrees to indemnify the Lubbock Arts Alliance from any liability
rising out of the disbursement and use of grant funds, including, but not limited to any
cause of accidents or claims arising at events made possible or partially possible by the
funds. (Insofar as the Constitution and Laws of the State of Texas permit, in applications
made by Texas Tech University).
We hereby certify that all figures, facts and representations made in this application, including any
attachments, are true and correct to the best of our knowledge.
Chief Administrative Officer: Project Director:
Signature:
Typed Name:
Date Signed:
Signature:
Typed Name:
Date Signed:
VII. Project Financial Information
PROPOSAL EXPENDITURES FOR THIS PROJECT ONLY:
(A)
Description LAA request
REVENUES:
a. Fee/Paid Admissions*
b. Individual Donations*
c. Corporate/Business Contributions*
d. Organization Funds*
e. Foundation Support*
REVENUE TOTALS
EXPENSES:
f. Organization's staff salaries
g. Professional services
(artist, consult, fees, etc.)
h. Facilities/Equipment
i. Travel/Transportation* MXXXXXXXXX
j. Lodging*
k. Rentals (other than facilities)*
I. Supplies/Materials
m. Promo./Publicity/Print
n. Postage/Telephone
o. Other (itemize)
*LAA does not fund these line items
EXPENSES TOTALS
TOTALS
(B) (C) (D)
In -Kind Cash Total(add each
line Item across)
(A no more then 50%) 8 cannot exceed 25%
TOTAL FOR PROPOSAL EXPENDITURES **
(A + B + C = 100%)
**TOTAL PROJECT REVENUES MUST EQUAL TOTAL PROJECT EXPENDITURES
TOTAL AMOUNT
Note: Attach a complete budget breakdown of how the figures are calculated.
Round figures to the nearest dollar.