A PROJECT OF THE CALIFORNIA CULTURAL AND HISTORICAL ENDOWMENT MUSEUM GRANT PROGRAM M useums do important work that helps the state meet its obligations

A P R O J E C T O F T H E C A L I F O R N I A C U LT U R A L A N D H I S T O R I C A L E N D O W M E N T

MUSEUM GRANT PROGRAM

Museums do important work that helps the state meet its obligations to residents in the field of education. Museums contribute to formal and informal learning at every stage of life, from the education of children in preschool to the continuing education of adults. (California Cultural And Historical Endowment Act, CAL. EDC. CODE § 20090)


• Welcome and Introductions• Purpose & Authority• Timeline• Overview of Program• Eligible Applicants• Project Funding

• What to Submit• Grant Administration • Questions• Adjourn

CALIFORNIA NATURAL RESOURCES AGENCY

Bryan Cash, Deputy Assistant SecretaryJulie Alvis, Deputy Assistant SecretaryPolly A. Escovedo, Program Manager

Program Staff:Stacey Bell

Carol CarterBrad Juarros

Jonathan SampsonLinda SmithDiane Sousa

Craig ZeffJocelyn Raphael

TRIVIA AND FUN FACTS

Which museum is the longest continuously operating art museum west of the Mississippi River?

California Cultural & Historical Endowment


Answer: The Crocker Art Museum in downtown

Sacramento has operated since 1885.



What museum opened its doors to the public during the Olympic Games in July 1984?



Answer: The California African American Museum.

This museum is located in Exposition Park in Los Angeles. The museum is a 44,000 square foot facility which includes exhibition galleries, a theater, a sculpture court, an archive and a research library.


BACKGROUND

The California Cultural and Historical Endowment (CCHE) is a state entity tasked with preserving and protecting California’s cultural resources.

CCHE was established by AB 716 in 2002, within the California State Library, and funded by the voter-approved bond Proposition 40.

A ten-member Board presides over the activities of CCHE.

During its 10-year history CCHE granted over $122 million to 180 plus projects throughout California, for the acquisition, restoration, preservation, and interpretation of historical and cultural resources.

AB 482 also authorized CCHE to “Create a competitive grant program to support small capital projects in museums.”

In 2013, Governor Jerry Brown signed AB 482, transferring CCHE to the California Natural Resources Agency.

AUTHORIZING LEGISLATION

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FUNDING AND IMPLEMENTATION

The program will be implemented in two phases.

Phase 1 – Proposition 40 funding totaling approximately $4 million for small capital projects distributed in three grant cycles of approximately $1.33 million each.

Phase 2 –When available, grant awards from revenue generated by the special interest Snoopy license plate.

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SNOOPY LICENSE PLATE

AB 482 also authorized CCHE to sponsor a new Special Interest License Plate, in partnership with the California Association of Museums (CAM).

The image of Snoopy has been licensed to CAM by Jean Schulz and Peanuts Worldwide.

Proceeds from sales of the plates will be made available in future years to continue funding for the MGP.

ESTIMATED TIMELINE

2015Feb 25 Draft Guidelines to CCHE Board for approval March 15 Release Draft Guidelines / Open Public Comment PeriodMay 26 Final Guidelines to CCHE for approval June-July Solicit applications

Conduct Technical Assistance Workshops September Applications DueOct - Dec Review by staff & Peer Reviewers

Projects selected for Site Visits

2016 Feb/March Site VisitsMay Recommendations to CCHE Board for awardsJune Notify Applicants



Preserving our cultural heritage, like

preserving our literary heritage, is vital to a democratic and civil multicultural society. (Gerry Macinnity, State Librarian of California & CCHE Board Member).


What state park is sometimes referred to as the “Ellis Island” of the west?



Answer: Angel Island is often thought of as the

“Ellis Island” of the West, serving as the last stop into America for most Asian immigrants from 1910 through 1940.


DEFINITION OF MUSEUM

A museum is a public agency, private nonprofit institution or a Federally Recognized Indian Tribe, that is

“organized on a permanent basis for essentially educational or aesthetic purposes and that owns or uses tangible objects, cares for those objects, and exhibits them to the general public on a regular basis.”

CA Educ. Code Section 20052 (c)

Museum of Tolerance, Los Angeles

Art museums

Children’s museums

General museumsHistory and Heritage museums historic houses, historical societies and cultural centers

Living collectionsaquariums, arboretums, botanical gardens and zoological parks

Natural History anthropology museums, nature centers and planetariums

Science and Technology

museums

Tribal museums

A museum must be in business at least two years and be open to the general public for 120 days a year in order to apply.

Museums include, but are not limited to

ELIGIBLE APPLICANTS

A public agency, nonprofit entity or Federally Recognized Tribe responsible for the operation of a museum may apply on behalf of the museum.

PARENT ORGANIZATIONS

A museum located within a parent organization (such as a municipality, or multipurpose not-for-profit entity like a university, historical society or cultural center, or a Federally Recognized Tribe) may NOT apply on its own if it fails to independently fulfill all the eligibility requirements.

• If fiscal capacity is an issue, a museum may apply through its parent organization.

GRANT AMOUNTS

Grant requests for individual projects must be between $50,000 and $250,000.

Only one application may be submitted per cycle.

Matching funds are required as evidence of community commitment to the project.

• Applies to all categories of applicants (non-profits & public agencies)

• May include resources obtained from other funding agencies

• May include in-kind resources.

REQUIRED MATCH: CASH & IN KIND CONTRIBUTIONS

That is, for every one dollar provided by the grant, the grantee must provide one dollar in matching funds.

Grantee Match Cash In-Kind

$50,000 = $25,000 + $25,000

TotalProject Cost

Grant Amount

Grantee Match

$100,000 = $50,000 + $50,000

Up to ½ the match may come from in-kind contributions but at least ½ must be in cash.

The match must be equal to the amount of the museum grant.

• For small nonprofit and Tribal museums with annual budgets of less than $500,000, a lower than usual match MAY be approved at the discretion of the state if necessary to make a project realistic for underserved communities.

• Fiscal and Organizational Capacity

• To qualify as a match, project elements must be considered an allowable cost under the Grant Program Guidelines.

• Match funds – usually expended after GA Execution Exception – plans and drawings one year prior to application submission

• Bring a diversity of resources

• Leverage new funds

ARE MATCHING FUNDS ALWAYS REQUIRED?

A capital asset project may be an

1) Acquisition of real property, that is, tangible physical property, including land, buildings and easements; or

2) Development of real (tangible physical) property. “Development" includes but is not limited to, improvement, rehabilitation, restoration, enhancement, preservation and protection.

CAPITAL ASSET PROJECT

• Needs to be operated and maintained for at least 15 years

CAPITAL ASSET PROJECTS

EXAMPLES

Eligible projects

Construction and installation of permanent exhibits

Exterior landscapes, gardens and outdoor plazas

Renovation or restoration of venues to expand space exhibition, educational activities or cultural program services

Energy efficient improvements

Restoration of aging facilities, Space needs, Exterior renovation, Major repair projects

Ineligible projects

Cultural or educational programs or museum services

Acquisition or restoration of objects for display e.g. collections, specimens, artifacts, animals, plants

Production of film or audio-visual products

California Academy of ScienceLA Plaza de Cultura y Artes, Vickrey-Brunswig Building and Plaza House

Guidelines Page 12

Indirect costs are NOT allowed. General administration, overhead (e.g., costs calculated as a percentage of other direct costs, such as telephone, fax, and space rental, etc.) or endowments for ongoing project maintenance are not allowed and will not be reimbursed.

All administrative costs must be directly related to the project and supported with appropriate documentation.

Non construction costs are capped at 25%. Planning, engineering, construction management, architectural, and other design work, environmental impact reports and assessments, required mitigation expenses, appraisals, legal expenses, site acquisitions, and necessary easements.

Costs of acquiring real property are included.Purchase price of the property at or below approved Fair Market Value, appraisals, surveys, preliminary reports, escrow or transfer fees and insurance.

All costs must be directly related to the project and supported with appropriate documentation.

ALLOWABLE COSTS



Museums hold more than 1 billion objects, and together these constitute our shared heritages

– cultural, historic, scientific, and natural. As the keepers, protectors, interpreters and exhibitors of these heritages, museums play an essential role. In recent years, museums are playing perhaps an even more essential role, but one that is less tangible. In an increasingly virtual world, museums are among the last bastions of authenticity. All of us – particularly the young – are awash in all things virtual. But studies show that all of us – again, especially the young – crave the authentic. That is priceless.(Ford W. Bell, President, American Alliance of Museums)


What museum started in a single room and adjoining alcove in the Hotel Cecil in San Diego?



Answer: The San Diego Natural History Museum was

founded in 1874 and is the oldest scientific institution in southern California - the third oldest west of the Mississippi. In 1912 the museum was open several afternoons a week using a room at the Hotel Cecil in San Diego.


SELECTION PROCESS

• Applications reviewed for completeness & eligibility• Projects evaluated by

Review Committee• Projects selected for site

visits • Conduct site visits• Recommendations made to

Secretary• Agency submits list to CCHE • CCHE awards grants

THE APPLICATION

Release Guidelines & Application 90-day Solicitation Period4 Technical Assistance WorkshopsAvailable by phone for questions

• APPLICATION FORM • EXECUTIVE SUMMARY• PROPOSAL NARRATIVE• FORMS & ATTACHMENTS• SUPPORTING DOCUMENTS

Applications Due – September 2015

CHECKLIST APPENDIX

Application Form – Completed and Signed by person authorized in Resolution or Certification Letter

B

Executive Summary Form C

Project Narrative: General & Project Criteria Questions

Resolution or Certification Letter from CEO D or E

For Nonprofits only:

IRS Determination Letter of Section 501(C)(3)

CA Secretary of State – Active Business Entity Record

Work Plan Chart plus attachments: F

Planning documents ?

Project Team Chart plus attachments: G

One paragraph Bios for Key Management and Staff

Cost Estimate (Development or Acquisition) I or J

Matching Funds Chart plus attachments K

Evidence of commitment (award letters, etc.)

In Kind Contributions Form(s) L

Financial Capacity Chart plus attachments: M Last two (2) Audited Financial Statements (or Statements of Profit and

Loss including assets)

Operating budgets for past two years (Actual)

IRS Form 990 or 990EZ (Nonprofits only)

Property Data Sheet listing all parcels to be developed, plus the following attachments for each parcel:

N

Ownership Documents (deeds, tax records, etc.)

Assessor’s Parcel Map

Photos of Project Site

Site Plans, Floor plans, Design Specifications, etc.

Project Location Map

Permit Approval Status O

Environmental Review Compliance Form plus attachments P

Letters/Agreements from entities with jurisdiction (City Departments, Utilities, etc.)

Letters of Endorsement from significant project partners (optional)

Acquisitions Only – in addition to the above provide: Willing Seller Letter Q Purchase Agreement (if available) Appraisal (if available) Preliminary Title Report (if available)

WHAT TO SUBMIT

Application Form• Appendix B: • Pages 4 - 5 of the Application & Forms in Guidelines

• Legislative Objective – Pick One Pg. 121. Superior Programs2. Services to School Pupils3. Services to the Public4. Increased Access

WHAT TO SUBMIT

Executive Summary Form

• Appendix C: • Page 6 of the Application & Forms in Guidelines

WHAT TO SUBMIT

Proposal Narrative and Scoring

• Organizational Description Pg. 15

• Project Description Pg. 16

WHAT TO SUBMIT

What are the Reviewers Looking for?

• Organizational Criteria Pg. 18

• Project Criteria Pg. 18 & 19

Consistent with CCHE’s goal to assist and enhance services for previously underserved communities, museums where at least half of the population is disadvantaged will be awarded an additional five (5) points.

Appendix TIf your museum meets above, follow instructions in Appendix T (Page 32 of Applications and Forms)

A SEVERELY DISADVANTAGED POPULATION is defined by census data demonstrating a Median Household Income (MHI) of less than $36,656 (60% of the statewide annual median household income.)

SEVERELY DISADVANTAGED POPULATIONS


What was the motto of the Japanese American Unit, the 100th Infantry Battalion and the 442nd Regimental Combat Team?



Answer: Their motto was “Go for Broke”. The Japanese

American Unit was the most decorated unit for its size and length of service, in the entire history of the U.S. Military. Go For Broke Interpretive and Education Center will be located in Los Angeles next to the already completed monument.


WHAT TO SUBMIT

Additional Forms

• Resolution or Certification Letter • Appendix D/E Pgs. 7-8

• Work Plan and Project Team • Appendix F/G Pgs. 9-12

• Cost Estimate and Timeline • Appendix I/J Pgs. 15-16• Different for Development vs. Acquisition

WHAT TO SUBMIT

Additional Forms

• Match Requirements and Forms • Appendix K/L Pgs. 19 – 21

• Financial Management and Capacity Chart• Appendix M Pgs. 22-23

• Property Data Sheet/Land Tenure & Site Control• Appendix N1/N2 Pgs. 24-25

WHAT TO SUBMIT

Additional Items (Detail in Section 6)

• Photos of Project Site

• Concept Level Site Plans, Floor Plans, Design Specs

• Project Location Map

• Letters of Endorsement

WHAT TO SUBMIT

Environmental Compliance• Appendix P Pgs. 27-28• For Application, need:

• Draft Notice of Exemption or

• Draft Initial Study, or• Environmental Checklist

• Final CEQA: • Notice Of Exemption or• Notice of Determination• Filed and Stamped with

appropriate documents• Complete prior to

construction funding



The 21st century has changed how, when and where we

all learn. Scholars in the emerging field of learning science stress that learning develops across multiple timeframes and settings. They emphasize the importance of “supporting deep links between formal schooling and the many other learning institutions available to students – libraries, science center and history museums, after-school clubs, and online activities that can be accessed from home.“ (Museums and Libraries in the 21st Century: New Contexts, Institute of Museum and Library Services, 2009)


What famous park once used windmills to power the water supply?



Answer: Built in 1904, Murphy’s Windmill in Golden

Gate Park was capable of pumping an amazing 40,000 gallons per hour. At a height of 95 feet with sails 114 feet across, this formidable windmill is currently undergoing restoration.


WHAT TO SUBMIT

Additional Forms

• Permit Approval Status Form • Appendix O Pg. 26

• Willing Seller Letter • Appendix Q Pg. 29

• Checklist for What to Submit • Appendix A Pg. 3



Museums often help define the public

identity of a community, and serve as a foundation of its cultural identity. A museum has the legacy of its community as the heart of its mission. (California Cultural and Historical Endowment Act, CAL. EDC. CODE § 20090)

Development:

Execute Grant Agreement

Permitting/Design/Signage

Construction

Payment Requests

Quarterly Reports

Progress Visits

Ribbon Cutting

Final documentation

Close-out Visit

O&M for 15 Years

Acquisition:

Execute Grant Agreement

DGS Appraisal

Payment Request for funds into Escrow

Grantee pays DGS, Consultants, fees, etc.

Request for Reimbursement

Signage

Final documentation

Grantee or Successor to hold property in perpetuity

Development or Acquisition Projects

GRANT PROCESS IF AWARDED FUNDING

• Grantee must have sufficient cash flow • Only expenditures within

project performance period are eligible • Costs must be specified in grant

agreement budget• Submit documents to support

payment requests• Submit certification for

required match• 10% of each payment will be

retained

Payments are made on a reimbursement basis. Only Exception: Advances to escrow will be made after the appraised fair market value is approved by the Department of General Services

REIMBURSEMENTS

SIGN GUIDELINES

Project Title/Description

Another project funded by the

Museum Grant Program under the

EDMUND G. BROWN, JR., GOVERNORJohn Laird, Secretary for Natural Resources

• Appendix R (Page 30)

• Language Required

• When Required

• Prop 40 Logo

• Be Clear, Complete, and Consistent

• Cold Read

• Contact Changes

• Call with Questions

FINAL TIPS

[email protected]

Museum Grant Program Coordinator

California Cultural and Historical Endowment

c/o California Natural Resources Agency

1416 Ninth Street, Suite 1311

Sacramento, CA 95814

916 653-2812

Grant Guidelines

http://resources.ca.gov/cche/museum_grant_program

Sign-up for the Museum Grant Program ListServ!http://resources.ca.gov/cche/

CONTACT US

mailto:[email protected]



http://resources.ca.gov/