Oregon Cultural Trust Fy2023 Cultural Development Grant

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Oregon cultural trust fy2023 cultural development grant

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Summary

Oregon Cultural Trust
FY2023 Cultural Development
Grant Guidelines
To support activity occurring between
September 1, 2022 and August 31, 2023
Application Deadline: Friday, May 6, 2022
Vision
We envision an Oregon that champions and invests in creative expression and cultural exchange, driving
innovation and opportunity for all. The mission of the Cultural Trust is to lead Oregon in cultivating,
growing and valuing culture as an integral part of communities. We do this by inspiring Oregonians to
invest in a permanent fund that provides annual grants to cultural organizations

Cultural Development Project Grants
Goals and Requirements
By statute [ORS 359.431] Cultural Development Project Grants must be used to:
• Address significant opportunities to advance, preserve or stabilize cultural resources;
• Invest in the development of new resources;
• Support proposals that have a broad cultural impact beyond the applicant itself; and
• Support proposals from applicants with culture as a priority within the mission of the
organization

Projects should support the Cultural Trust’s vision and mission:
• Create an Oregon that champions and invests in creative expression and cultural exchange;
• Help drive innovation and opportunity for all;
• Cultivate, grow and value culture as an integral part of communities;
• Inspire Oregonians to invest in cultural nonprofits;
• Maximize visibility for the role of culture in our lives; and
• Strengthen collaboration and support within the statewide cultural network

Grant Awards
Award Size
Cultural Development Grants generally range from $5,000 to $40,000; the maximum request amount is
$40,000 for activities occurring from September 1, 2022, to August 31, 2023

The Cultural Trust may not consider applications that exceed the maximum request amount

The Cultural Trust encourages organizations seeking grants under $5,000 to contact the County or Tribal
Cultural Coalition in their area. Contact information for the Coalitions is available at
www.culturaltrust.org/coalitions

COVID-19 Considerations
The Cultural Trust recognizes that many organizations are challenged to prepare project-based
applications during this time. We encourage creative thinking and contingency planning. The Trust
acknowledges the need for organizations to adapt in service of public health mandates

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Application Categories
What do Cultural Development Grants fund?
Cultural Development Grants recognize and support significant cultural projects that preserve and
enhance Oregon’s diverse arts, history, heritage, preservation and humanities efforts

The Cultural Development Grant program has four distinct categories. Organizations may submit only
one application to one category a year:
• Access: Projects that make culture broadly available to Oregonians
• Preservation: Projects that invest in Oregon’s cultural heritage by recovering, preserving and
sharing historic assets and achievements
• Creativity: Projects that create and/or present cultural or scholarly work; projects that support the
development of artists, cultural experts or scholars who promote creative expression as a core part
of vibrant communities
• Capacity: Projects that strengthen cultural organizations to increase stability, improve
sustainability and/or measure/share cultural impacts
Application Review Process
How does it work?
Cultural Trust staff review submitted applications for eligibility, completeness and accuracy. Applications
that meet program requirements are accepted for further review. Staff will contact and provide an
explanation if an organization or project does not meet the eligibility requirements

Eligible applications are organized by project categories and sent to peer review panelists along with
instructions

Applications are reviewed by a panel of professionals with experience in the fields relevant to the
Cultural Development program category. Membership on review panels changes every year, so applicants
should not assume that panelists have any prior knowledge of their work. Applicants who would like to
nominate a panelist for consideration to review applications may do so by filling out the form at
https://culturaltrust.org/grants/how-to-apply/ . Each program category panel will evaluate and score
eligible applications

Each panel is chaired by a non-voting Cultural Trust Board member. The Cultural Trust staff will present
funding recommendations based on panel evaluation, number of applications and availability of funds to
the Cultural Trust board for final review and action. Applicants will be notified by mail or email of the
Cultural Trust’s action in August, 2022

Application Review Criteria
How are applications scored?
Eligible applications are reviewed and scored by peer review panels based on the following criteria:
1. Quality of project and project design and alignment with selected category;
2. Significance of project;
3. Community impact and public benefit;
4. Project evaluation; and
5. Organization and project management

Who Can Apply?
Eligibility Requirements
The Cultural Trust seeks to support a wide range of cultural organizations and projects, making
investments across the state. ORS 359.400 defines a “cultural organization” as one that is “organized
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primarily for the purpose of producing, promoting or presenting the arts, history, heritage and humanities
to the public or organized primarily for identifying, documenting, interpreting and preserving cultural
resources.” Organizations using a fiscal sponsorship are not eligible to apply

At the time of the application deadline, all applicant organizations must:
• Have active registration with the State of Oregon for corporate, non-profit status and
• Provide services that take place within the state of Oregon and
• Have current IRS 501(c)(3) federal tax-exempt status or
• Be a cultural entity within a federally recognized Indian Tribe based in Oregon or
• Be an institution of higher learning (universities and colleges) that has a significant cultural
• program or cultural organization
Applicants must have current registration on the Cultural Trust’s website as an eligible cultural
nonprofit. Instructions are available at the following link http://culturaltrust.org/resources/faq/

Recipients of Cultural Development grants in two consecutive fiscal years are not eligible to apply for
funds in the following fiscal year. As a result, organizations awarded a grant in both FY2021 and FY2022
are not eligible to apply for FY2023 funds and must wait until the FY2024 grant cycle

The Cultural Trust has final determination on eligibility. Applications found ineligible will be withdrawn
from consideration. The Cultural Trust may review eligibility at any time and request more information
as necessary

Matching Requirement
One to One (1:1) Award Match
ORS 359.431 requires that Cultural Development Grant awards be matched at least 1:1 with earned,
contributed or eligible in-kind support. For example:
Trust Grant Request Cash Match In-Kind Match Total Project Budget
$5,000 $3,500 $1,500 $10,000
In-kind contributions are any non-cash contributions of time, services or property donated by individuals
or organizations other than the applicant organization (third-party)

In-kind contributions may include:
• Goods (computers, software, furniture and office equipment for use by your organizations or for
special events),
• Services (meeting space, photocopy and mail services, administrative/financial support), or
• Expertise (legal, tax or business advice, marketing and website development, strategic planning)

Examples of in-kind contributions:
• A consultant regularly charges $1,000 but gives you a reduced rate of $600. The full value is
• $1,000 but $600 is a fee and $400 is an in-kind donation

• The local newspaper regularly charges $350 for an ad but they are giving it you for free. The in-
kind donation is $350

• Volunteer time should be calculated using https://independentsector.org/value-of-volunteer-time-
2021/
In-kind contributions must be in alignment with Standard Accounting Principles to be considered. Staff
time is not considered an eligible in-kind contribution

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The most competitive applications indicate cash matches committed by other funders or contributors

Questions about what qualifies as a match? Contact Trust Manager Aili Schreiner at
[email protected] or (503) 428-0963

Applications that do not have at least a 1:1 match will be found ineligible and will not be considered for
funding

What We Don’t Fund
The following are not eligible for Cultural Trust funding:
• Indirect costs not directly associated with the implementation of the project

• Indirect costs are activities or services not directly related to the project such as operational
expenses and salaries for staff not involved with the project. Direct costs are activities or services
that support the specific project, e.g., salaries for project management, materials, marketing, etc.;
• Scholarships or tuition assistance for college, university or other formal degree bearing courses of
study;
• Projects that have been substantially completed by September 1, 2022, the start date of the grant
period;
• Requests to offset previous project expenses and or deficits; and
• Events whose primary focus is to raise funds for a non-cultural cause

Applications from institutions of higher learning (universities and colleges) must be for projects and
activities that focus on, benefit and are open to the general public, who must form the significant portion
of the total audience

TO APPLY
Submission Deadline: 5 pm Friday, May 6, 2022
All applications must be submitted through our online portal: https://oregon4biz.force.com/OAC/s/login/
no later than 5 pm on May 6, 2022, to receive consideration for funding. The Cultural Trust is not
responsible for late applications and cannot guarantee processing of applications submitted after the
published deadline. Incomplete applications (i.e. applications containing incorrect budget information,
missing required documentation, etc.) will be deemed ineligible and will not be considered for funding

Instructions
• Cut and paste plain text only into the online forms. Software such as Notepad works well

• Add paragraph breaks after pasting text; it helps panelists to read your material. The online
character count is activated by typing in the narrative field; pasting alone will not work. We
recommend deleting something and adding it back if you want to check characters remaining

Because the character count feature varies from software to software, an answer may be cut off if
the count is exceeded

• To avoid losing data, you must save every page in the online system before moving on to the next

Submission Checklist: Upload the following required attachments
• Board list including member’s affiliations
• Board-approved financial statement or audit for last completed fiscal year and current balance
sheet. Financial statements must include both an Operating Statement and a Balance Sheet

• Other supporting material (e.g. strategic plans, press clippings, artist/scholar resumes) floor plans
or site plans on 8 1/2” by 11“ pages, images, short (no more than 1-2 minute) videos. Panelists value
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the chance to get to know your project!
• First time applicants only: IRS 501(c)(3) letter or proof of Tribal status (one copy)
• Applications requesting funds for collaborative projects must include letters of commitment from
participating organizations outlining how they will collaborate in the work

• Applications requesting funds to support activities in, or in partnership with, K-12 schools must
include a letter of support from participating school(s) that indicates their role in activity planning
and anticipated participation

• Project timeline with key benchmarks for project outputs and outcomes
• Adopted policies or practices on Diversity, Equity, and Inclusion (as applicable)
Do not submit any additional supplemental materials by mail

Contact for Cultural Development Grants:
Aili Schreiner, Trust Manager
Oregon Cultural Trust
775 Summer St NE, Ste. 200
Salem, OR 97301
(503) 428-0963
[email protected]
Contact for Online Grant Administration:
Kat Bell, Office & Grants Coordinator
Oregon Cultural Trust
775 Summer St NE, Ste. 200
Salem, OR 97301
(971) 304-5044
[email protected]
Assistance
Applicant Resources
Assistance with technical requirements and application scope is available from Cultural Trust staff prior
to the application deadline. To schedule time for a pre-application project/draft application review, send a
request to [email protected] or call (503) 428-0963. Applicants may also seek feedback after
funding decisions have been made

We strongly urge you to request assistance before April 22, 2022, to ensure you have adequate time to
incorporate feedback

FINAL REPORTS
Final Report Deadline: 5 pm Saturday, October 1, 2023
Information is required from award recipients at the conclusion of the funding period. To help the
Cultural Trust report on the results of public funding, entities receiving awards must complete a final
report. Final reports must be submitted within thirty (30) days of the completion of the funding period. All
awardees are subject to periodic monitoring by the Cultural Trust and must retain fiscal records for a
period of three (3) years following completion of the funding period. Award recipients that have been
previously funded by the Cultural Trust must fulfill outstanding final reporting requirements before new
funds will be distributed

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The following questions and data will be collected on the Final Report. Please track this information
during the funding period:
1. Did you achieve the goals of your project? Describe how your successes were measured, and how
any set-backs were handled. Include in your answer any changes to your project/activities that
occurred during the grant period

2. Using specifics, describe who participated in your project and the individuals who benefited from
your project (numbers, age, geographic distribution, etc.). How did this project impact your
organization and your community?
3. Did your project provide educational opportunities? Please describe what these were, who
benefitted and how, include number of people served

4. Provide a detailed list of in-kind contributions (include estimated value and description)

5. What was the total value and source of project contributions (include descriptions)

Be prepared to document project locations (see template) and attach all promotional materials produced
for your project that credit your grant award from the Oregon Cultural Trust

Final report data will not be evaluated by the Cultural Trust review panels and does not affect current or
future applications. This information will be used by the Cultural Trust for reporting and is required with
the final report for funded applications. If you have questions, please contact the Oregon Cultural Trust at
[email protected] or call (503) 986-0088

Appeal Process
The Oregon Cultural Trust recognizes that procedural errors may occur in the application process. The
Cultural Trust is committed to acknowledging errors and rectifying the effects. Appeals may not be made
on the basis of an applicant’s disagreement with an assessment of how the application met the review
criteria, the judgment of a review panel or the amount of the award

Applicants considering an appeal should contact Cultural Trust Manager Aili Schreiner, by phone at (503)
428-0963 or email [email protected], for advice and guidance. Letters of appeal must be
submitted to the Cultural Trust’s Executive Director within 30 days of the panel meeting. Appeals are
reviewed and acted on by the Cultural Trust Board. Appeals may result in an approval of an award or an
increase in the award amount if the applicant can satisfactorily document that the application was
misrepresented or improperly reviewed through no fault of the applicant. If the appeal is supported by the
Cultural Trust’s Board, funds will be awarded only if they are available

Applicants not meeting one or more of the eligibility requirements as determined by staff are encouraged
to discuss the decision with staff. Appeals concerning eligibility determination may be made. Letters of
appeal must be submitted to the Cultural Trust’s Executive Director within 15 days from the decision. All
decisions made by the Cultural Trust are final

Pending Status
Occasionally the Cultural Trust may put a grant on pending status if a project is preliminarily awarded

Cultural Trust staff will contact the applicant on pending status and discuss the information that is
needed in order to review and act

Americans with Disabilities Act Statement of Non-discrimination
Any entity that provides services to the public must certify that it complies with the Americans with
Disabilities Act of 1990, 42, USC Sec. 12101, et seq. and agrees not to discriminate on the basis of race,
creed, religion, color, sex, marital status, political opinion, familial status, national origin, age, gender,
sexual orientation, military status, gender identity, source of income or disability status. The Cultural
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Trust provides assistance to Oregon cultural groups on issues of access. Contact the Oregon Cultural
Trust at (503) 986-0082 or [email protected] for information or assistance. TDD assistance is available
at (800) 735-2900. Applicants will certify their compliance within the application

The Cultural Trust has adopted the following Accessibility Grievance Procedure:
If a person with a disability believes that a facility or program funded by the Oregon Cultural Trust is
inaccessible, he or she is encouraged to communicate the grievance to the sponsoring organization. If an
acceptable response is not received within two weeks, that individual may contact Oregon Arts
Commission Executive Director Brian Rogers at [email protected] or 971-209-5385. The Oregon
Arts Commission is one of the core statewide partners of the Oregon Cultural Trust

Each grievance reported to the Oregon Cultural Trust will be handled on a case-by-case basis. Possible
Oregon Cultural Trust actions include:
• Sending staff to assist the organization on issues of accessibility;
• Involving people with disabilities from the local community in an effort to increase the
organization's accessibility;
• Requesting return of funds already granted for the current fiscal years; and
• Denying future grant requests

• In all cases, an organization with a pending grievance will be denied funding unless it can
demonstrate to the Oregon Cultural Trust that it is working toward compliance with current
accessibility standards

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CULTURAL DEVELOPMENT GRANT CATEGORIES
Apply to the category that best aligns with the goals and outcomes of your project. For examples of
previous awards by program category visit www.culturaltrust.org/blog. Contact Trust Manager Aili
Schreiner at [email protected] or (503) 428-0963 with questions regarding program categories

ACCESS PROJECTS
Access projects make culture broadly available to Oregonians by removing barriers to opportunities

Funded Access projects can include public exhibits/artworks, new/increased access to cultural
programming and outreach to new/underserved communities, among others

Summary of Project & Request (500 characters with spaces)
Provide a summary of your project and request for support. Begin with the words “To support…”. For
example: “To support access to theatre performances for hearing impaired audience members by
contracting with American Sign Language interpreters. “
Summary of Organization and Community Served (2,000 characters with spaces)
State your organization’s mission and summarize your organization’s programs and activities. How are
stakeholders and other constituents involved in the work and/or decision-making of the organization?
Briefly describe the community your organization serves, noting if you serve communities of color,
culturally-specific communities, rural areas, or any other traditionally under- served populations

Application Questions: 100 total possible points
1. Significance of Project (1,500 characters with spaces), 20 points
Explain the significance of the barriers to cultural opportunities in your community. How will this
project address those barriers?
2. Quality of Project & Design (1,500 characters with spaces), 20 points
Define the quality of your project- its scope, time, and budget allocation. Describe the project
design process- how will it help accomplish the strategic objectives of your organization?
3. Community Impact and Public Benefit (2,500 characters with spaces), 30 points
Describe the change that will result from this project within the project period. How will increased
access to cultural opportunities impact your community? Include intended outcomes and who
will benefit (include population/geographic scope). If your organization has developed goals
around diversity, equity, and inclusion, how does this project help achieve these goals?
4. Project Evaluation (1,500 characters with spaces), 20 points
Who will measure the project’s success and what indicators will they use? Referencing your
submitted project timeline, identify key benchmarks for stated project outputs (number of
participants, demographics, deliverables) and outcomes (change in engagement of community
members in area of service, barriers diminished, value of culture to community increased, other
shifts in attitude or behaviors)

5. Organization and Project Management (1,000 characters with spaces), 10 points
Identify the qualifications and effectiveness of professional staff and board to support the
organization's mission, programming and services, including: organization’s ability to plan and
evaluate project progress; evidence of effective financial management and health (including
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maintaining appropriate organizational budgets and the ability to address financial challenges)

Budget Requirements
All applicants must complete the online budget form with project expenses and revenue. Please use the
online budget narrative section to provide detailed information on your budget that will clarify items for
the review panel

Budget Narrative (1,000 characters with spaces)
Use the budget narrative section to provide detailed information on your budget. How will Trust funds be
used? Should you receive partial funding from the Cultural Trust or other sources, is the project scalable?
Page 9 of 15
CULTURAL DEVELOPMENT GRANT CATEGORIES
Apply to the category that best aligns with the goals and outcomes of your project. For examples of
previous awards by program category visit www.culturaltrust.org/blog. Contact Trust Manager Aili
Schreiner at [email protected] or (503) 428-0963 with questions regarding program categories

PRESERVATION PROJECTS
Preservation projects invest in Oregon’s cultural heritage by recovering, preserving and sharing historic
assets and achievements. Funded Preservation projects can include historic restoration/ renovation,
exhibits, digital and oral preservation/archive work, work with museum collections and historic
research/publications, among others. Organizations undertaking large scale preservation construction/
renovation projects (+$500,000) are encouraged to contact the Cultural Advocacy Coalition to discuss the
Cultural Resource Economic Fund (www.oregonculture.org)

Summary of Project & Request (500 characters with spaces)
Provide a summary of your project and request for support. Begin with the words “To support…”. For
example: “To support the design and creation of a sustainable historic lighthouse garden for contextual
and educational programing.”
Summary of Organization and Community Served (2,000 characters with spaces)
State your organization’s mission and summarize your organization’s programs and activities. How are
stakeholders and other constituents involved in the work and/or decision-making of the organization?
Briefly describe the community your organization serves, noting if you serve communities of color,
culturally-specific communities, rural areas, or any other traditionally under- served populations

Application Questions: 100 total possible points
1. Significance of Project (1,500 characters with spaces), 20 points
Explain the significance of the preservation project to your community and your organization. If
funded, how will the project advance cultural heritage by recovering, preserving and sharing
historic assets and achievements?
2. Quality of Project & Design (1,500 characters with spaces), 20 points
Define the quality of your project- its scope, time, and budget allocation. Describe the project
design process- how will it help accomplish the strategic objectives of your organization? If this is
a renovation or construction project, identify the proposed contractor and their qualifications and
ability to carry out the project

3. Community Impact and Public Benefit (2,500 characters with spaces), 30 points
Describe the change that will result from this project within the project period. How will increased
investment in cultural heritage impact your community? Include intended outcomes and who will
benefit (include population/geographic scope). If your organization has developed goals around
diversity, equity, and inclusion, how does this project help achieve these goals?
4. Project Evaluation (1,500 characters with spaces), 20 points
Who will measure the project’s success and what indicators will they use? Referencing your
submitted project timeline, identify key benchmarks for stated project outputs (number of
participants, demographics, deliverables) and outcomes (change in historic assets and
achievements recovered/preserved/ shared; value of investment in Oregon heritage increased;
change in engagement of community in area of service, other shifts in attitude or behavior

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5. Organization and Project Management (1,000 characters with spaces), 10 points
Identify the qualifications and effectiveness of professional staff and board to support the
organization's mission, programming and services, including: organization’s ability to plan and
evaluate project progress; evidence of effective financial management and health (including
maintaining appropriate organizational budgets and the ability to address financial challenges)

Budget Requirements
All applicants must complete the online budget form with project expenses and revenue. Please use the
online budget narrative section to provide detailed information on your budget that will clarify items for
the review panel

Budget Narrative (1,000 characters with spaces)
Use the budget narrative section to provide detailed information on your budget. How will Trust funds be
used? Should you receive partial funding from the Cultural Trust or other sources, is the project scalable?
Page 11 of 15
CULTURAL DEVELOPMENT GRANT CATEGORIES
Apply to the category that best aligns with the goals and outcomes of your project. For examples of
previous awards by program category visit www.culturaltrust.org/blog. Contact Trust Manager Aili
Schreiner at [email protected] or (503) 428-0963 with questions regarding program categories

CREATIVITY PROJECTS
Creativity projects create and/or present cultural or scholarly work; they support the work developed by
artists, cultural experts or scholars who promote creative expression as a core part of vibrant
communities. Funded Creativity projects can include public exhibits, cultural/artistic residencies,
cultural/artistic programming/productions/performances, commemorative works, scholarly research and
publications, and special commissions to support emerging cultural/artistic leaders, among others

Summary of Project & Request (500 characters with spaces)
Provide a summary of your project and request for support. Begin with the words “To support…”. For
example: “To support the residency of an artist and a humanities expert to develop a commemorative
work to celebrate our organization’s 30th anniversary.”
Summary of Organization and Community Served (2,000 characters with spaces)
State your organization’s mission and summarize your organization’s programs and activities. How are
stakeholders and other constituents involved in the work and/or decision-making of the organization?
Briefly describe the community your organization serves, noting if you serve communities of color,
culturally-specific communities, rural areas, or any other traditionally under- served populations

Application Questions: 100 total possible points
1. Significance of Project (1,500 characters with spaces), 20 points
Explain the significance of the project to your community and your organization. If funded, how will
the project support the work developed by artists, cultural experts or scholars who promote creative
expression as a core part of vibrant communities?
2. Quality of Project (1,500 characters with spaces), 20 points
Define the quality of your project- its scope, time, and budget allocation. Describe the project
design process- how will it help accomplish the strategic objectives of your organization?
3. Community Impact and Public Benefit (2,500 characters with spaces), 30 points
Describe the change that will result from this project within the project period. How will support
for creative expression impact your community? Include intended outcomes and who will benefit
(include population/geographic scope). If your organization has developed goals around diversity,
equity, and inclusion, how does this project help achieve these goals?
4. Project Evaluation (1,500 characters with spaces) 20 points
Who will measure the project’s success and what indicators will they use? Referencing your
submitted project timeline, identify key benchmarks for stated project outputs (number of
participants, demographics, deliverables) and outcomes (change in engagement of artists/cultural
workers in area of service value of creative expression as core part of vibrant communities
increased, other shifts in attitudes or behaviors towards emerging cultural/artistic leaders

5. Organization and Project Management (1,000 characters with spaces), 10 points
Identify the qualifications and effectiveness of professional staff and board to support the
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Frequently Asked Questions

What is the organizationalprofessional development grant program?

The Organizational & Professional Development Grant Program is a capacity building opportunity available to cultural nonprofits in Oregon, as well as Cultural Trust County and Tribal Cultural Coalitions. Applying organizations must have an annual operating budget of under $1 million to be eligible to apply.

When can i apply for the 2021 2022 cultural trust grant program?

Applications will be accepted and reviewed on a quarterly basis to support activities taking place between September 1, 2021 – July 30, 2022: Funded by the Cultural Trust’s Statewide Cultural Partners, this grant program will support activities beginning anytime after September 1, 2021 and completed by July 30, 2022.

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