Documentary Funding Resources En

8/9/2019 Documentary Funding Resources En

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Documentary Funding Resources

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Fund Name CAVCO CRTC CTF Telefilm National Film Board Canada Council forthe Arts

ProgramName

Canadian Film orVideo Production TaxCredit (CPTC)

Canadian Radio-television andTelecommunicationsCommission

BroadcasterPerformance Stream:Children's & Youth,Documentary, VAPA,French Drama

Special Initiatives(Aboriginal Language,French LanguageOutside of Quebec,Development,Versioning)

Operates as co-producer throughregional offices, plus:Cultural DiversityInitiative, AboriginalFilmmakers Program,Filmmaker AssistanceProgram

Canada Councilsupports about50 organizations(production centres)

Public orPrivate

Public Public Public / Privatepartnership

Public Public Public

Type ofFunding

Tax Credit Certification only; nofunding

Licence Fee Top-Up(grant) to productionswhich are distinctlyand identifiablyCanadian;administers equity inprojects in associationwith Telefilm

Equity funding for10/10 productions(except Aboriginalproductions)

Equity (as co-producer),distribution, services

Grants to individualsat various careerstages


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Programs inAddition toTax Credits

NB: Changes todocumentaryguidelines to beannounced onMarch 30, 2005 -definition ofdocumentary to matchCRTC; allowance fordocumentaries whichmeet ER 2 & 3 onlyup to 20% of budget

Canada Feature FilmFund (approx. $94m);Canada New MediaFund ($14m);VersioningAssistance, Co-Production, Loanguarantees

Feature LengthDocumentaryintended forTheatrical release(for more informationgo to the TelefilmCanada websitewww.telefilm.gc.caand click on fundsand programs for theTheatrical

Documentary PilotProgram.) Thisprogram waslaunched on June14 th, 2005 and theone-year pilotprogram will supportthe development,production and post-production/completionof documentaryfeatures.

Not a funder per sebut provides thefollowing assistance:FAP / ACIC Program(grants) - up to $5Kfor post etc. forfilmmakers; NFBtakes acquisition, butlittle in way ofadvance; NFB willinvest 100% inproject; NFB will alsocome in 29-49% asco-producer; mostlyonly one-offs;produces approx 12feature-length docsper year. On top ofthe existing theatricalfeature docs that the

NFB is co-producing,it is earmarking, in fy2005-6, another$400K for theatricalfeature doc co-productions. On theEnglish side theseproduction dollars willbe augmented by TheDocumentaryChannel, which willinvest an additional$400K .On the Frenchside, the NFB willcontinue to work with

existing co-productionpartners along withthe SRC and Tl-Qubec, andwelcomes others.

Emerging Grants - upto $16K for those withless than 3 yearsexperience; Mid-career - 3-7 years and3-4 projects;Established - over7 years experience;Script Writing grants(up to $20K);Production grants (upto $60K) - moreavailable toproductions withoutbroadcasters; TravelGrants and AboriginalArts Media programsalso available

Annual Budget $272m per year (allgenres)

$40M per year, docand animation (production)


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MinimumPoints

6 out of 10 6 out of 10 orequivalent

10 out of 10, except: 10 out of 10, exceptfor Aboriginal, unlessproject applies toother envelope aswell

Not specific Not specific

Live ActionPoint Scale

Director - 2 points;Screenwriter - 2points; Highest PaidPerformer- 1 point;2nd highest paidPerformerr - 1 point;DoP - 1 point; ArtDirector - 1 point;Composer - 1 point;Editor - 1 point; inDOCUMENTARY, allpositions must beoccupied byCanadians if less than6 points; can be 10/10

equivalent

Almost scale asCAVCO, althoughCRTC refers to "LeadPerformer" and "ArtDirector" referred toas "ProductionDesigner"

SAME / CTF usesCAVCO scale asbenchmark (EssentialRequirement #2)

SAME Not specific, butworks only withCanadian filmmakers(individual orcorporations)

EligibleApplicant

"Qualifiedcorporation" that isCanadian-controlledper the InvestmentCanada Act, carryingon the business ofmaking Canadian film/ video in theappropriate taxationyear.

Applicant must beCanadian, mustcontrol and be thecentral decision-maker of a productionfrom beginning toend.

a) Either independentor broadcaster-affiliated productioncompanies; must bedefined as Canadiancorporation underIncome Tax Act1106

For equity programs,limitations whereapplicant owns 10%of a broadcaster, or ifapplicant receivesmore revenue frombroadcasting ordistribution than fromproduction

Canadianindependentfilmmakers


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CRTC primarilyoversees thelicensees(broadcasters), butprovides certificationfor programming as"Canadian", soeligible applicantwould be anyproducer with aprogram thatpotentially could bedefined as Canadianby CRTC Guidelines

b) Broadcasteraffiliated productioncompany cannot beaffiliated with apublicly-fundedbroadcaster

EligibleProductions

a) production must becertified by CAVCOas a "Canadian film orvideo production"

a) Series: productionelements may varyfrom episode toepisode, and someepisodes may notmeet minimum

requirements. As longas 60% of series'episodes meet orexceed minimumrequirements of pointsystem (6 out of 10)project will be eligible.Series must retainaverage of 6 out of10.

a) productions mustbe "distinctly andidentifiably Canadian"OR may only meetErs 2 & 3 BUT canonly receive top-up

funding (max 20% ofbudget) and no equity(TFC)

SAME Since NFB comes inas a co-producer,"eligible" takes ondifferent meaning.Mostly POVdocumentaries,

animation and newmedia projects.

b) application for acertificate ofcompletion must bemade before theproductions

application deadline(24 months after theend of first fiscalfollowing year PPbegan, or anadditional 18 monthsfrom that dateaccompanied by awaiver filed with CRA)

b) Eligible genresinclude news, sports,music videos,interstitials , drama,comedy,

documentary,children'sprogramming

b) Fund is a "culturalprogramming fund" -does not supportindustrial or foreignservice productions

SAME


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c) Eligible genres:children's,documentary,educational, fiction,magazine, music,performing arts,variety and other.

c) Projects can alsobe eligible as "co-ventures" or"productionpackages", whichallows involvement ofnon-Canadianproduction entities

c) only supportsprojects currentlylicensed by aCanadianbroadcaster, that willbe broadcast within18 months ofcompletion

SAME

Ineligiblegenres

news, current events,talk shows, gameshows, sports events,galas or awardsshows, fundraisingshows, realitytelevision,pornography,advertising, industrial/ corporateprogramming,programs (other than

documentaries) thatare primarily stockfootage, programmingthat is contrary topublic policy per MCH

Infomercials,promotional andcorporate videos, andother forms ofadvertising materials.

SAME but withadditional definitionsregardingdocumentary (how-to,lifestyle, humaninterest); programsmust meet CAB Codeof Ethics; noinfomercials, musicvideos, interstitials,religiousprogramming,

travelogues

SAME

Definition of"Canadian"

a) "a person who is,at all relevant times, aCanadian citizen asdefined in theCitizenship Act, apermanent residentwithin the meaningassigned by theImmigration &Refugee Protection

Act, or a corporationthat is Canadian-controlled asdetermined by s. 26-28 of the InvestmentCanada Act."

a) a person who is aCanadian citizen asdefined by theCitizenship Act, orwho have receivedtheir record of landingas Landed Immigrantsand who arepermanent residents

In reference to"Eligible Applicants",refers only tocorporations deemedCanadian under1106 of the IncomeTax Regulations.

SAME Can be either aCanadian citizen orlanded immigrant toapply


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b) individual cannotacquire permanentresident status inorder to qualify duringproduction; must haveachieved status priorto commencing dutieson behalf of theproduction

b) Canadianproduction companyis defined as alicensee of CRTC, orCanadian companycarrying on businessin Canada, withCanadian businessaddress, owned andcontrolled byCanadians, andwhose principalbusiness is theproduction of film

Definition of"Producer"

a) controls and is thecentral decisionmaker in respect ofthe production; b)directly responsiblefor acquisition of storyand development ofproduction; c)identified as being theproducer; d) allpositions related toproducer functionsmust be held byCanadians, except for"courtesy credits" asgranted by CAVCO

a) The producer isexpected, amongother things, to beinvolved in acquiringand developing thestory, selecting andengaging the keycreative personnel,budget preparation,financing, control ofexpenditures anddistribution of theproduction; b) mustbe Canadian, must becentral decision-maker from beginningto end; c) must beprepared todemonstrate fulldecision-makingpower

a) applicant(producer) must retainand exercise alleffective controlsconsistent with thoseof a producer; b)includes control andfinal approval ofcreative decision,financing, distribution,prep / approval ofbudget

SAME

Ownership &Distribution

a) Company must be"Canadian-controlled"per s. 26-28 ofInvestment CanadaAct

Certification speaksprimarily of theproduction, not theproduction company

a) under Canadianownership andCanadian executiveand creative control

SAME


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b) company's primaryactivity in tax year isCanadian film orvideo production

b) under financialcontrol of Canadiansor permanentresidents

SAME

c) may need toconfirm corporateeligibility thru CanadaRevenue Agency /Income Tax Rulings

c) controlledcreatively andfinancially byCanadians during allphases of production

SAME

CopyrightOwnership

a) Canadiancorporation must holdexclusive worldwideownership for allcommercialexploitation for25 years;

Must be whollyCanadian except incases of co-ventures,production packagesor twinning

There is norequirement forCanadian copyrightownership

a) applicant owns allrights (includingcopyright) and optionsnecessary forproduction anddistribution in Canadaand abroad andretains and ongoingfinancial interest inproject

SAME

b) controls initiallicensing forcommercialexploitation;

Broadcast &Distribution

Production must haveagreement in writingat FMV with either aCanadian distributoror broadcaster tohave productionshown in Canadawithin two years ofproduction being

completed andcommercialexploitable

Not discussed Project must belicensed by aCanadianbroadcaster; fundingis licence fee top-up

SAME, except thatfunding is generally inthe form of equityinvestment

NFB has key mandateas a distributor, sotakes on its owndistributionrequirements


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TechnicalRequirements

Nothing specific as tolength, closedcaptioning etc.;program allows forshorts (which CAVCOdescribes as 74

minutes or less) whichit considersseparately from series

Anything frominterstitials to featurefilms

Programs must be aminimum of30 minutes broadcastlength, closedcaptioned, in eitherEnglish or French

Same, with somelanguage allowancefor Aboriginalprograms

Considerationfor Cultural /Regional /Language

None BroadcasterPerformanceEnvelopes will beadjusted to supportbroadcasters whosupport regional(150 km outsideMontreal or Toronto)productions

Specific programs forAboriginal Languageprogramming

Expenditures Not less than 75% oftotal of all costs inrespect of producingthe production mustbe provided to or byindividuals areCanadians

At least 75% ofservices costs andpost-production costsmust be paid toCanadians (defined inguidelines)

No specificregulations

Fund purpose CAVCO reviews theCanadian content ofproductions applyingfor tax credits; taxcredit certificationunder the Income TaxAct / requirementsunder (draft) IncomeTax Regulations s.1106; determines

Canadian content andqualified labourexpenditure

to support theproduction andbroadcast of aspecific type ofcultural significanttelevision and filmproduction

Sunset date/deadlinesand/or contactinformation

On-goingRobert Soucy orDavid Shea (613)946-7586

On-goingNick [email protected]

www.canadiantelevisionfund.ca for programinformation416-214-4400

www.telefim.gc.ca forvarious regionaloffices and programinformation

1-800-267-7710www.nfb.ca

October 1 and March1 applicationdeadlines1-800-263-5588


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Fund Name BCE-CTV Benefits Bell Broadcast andNew Media Fund

CIFVF CIDA CWIP Corus Telelat ino Fund

ProgramName

Documentary Events;MOW CompanionDocumentaries;Cross-CulturalDevelopment Initiative

Production Fund andDevelopment Fund

CanadianIndependent Film andVideo Fund

Mass Media Initiative CanWest WesternIndependentProducers Fund

Corus Telelatino Fund

Public orPrivate

Private Private Private, not-for-profit Public Private, not-for-profi t Private

Type ofFunding

"Bonused" licencefees, equity,distribution advances

Grants Grants (bothproduction anddevelopment) foreducational /informationalprogramming

Grants (some moniesmight be repayable),contributions

Grants Licence fee top-up;developmentfinancing may also beconsidered

Programs inAddition toTax Credits

Production and Post-production monies;fund strictly foreducational /informationalprogramming; up to

$10K for developmentand up to $50K forproduction / post-production

Women'sProgramming Fund,Corus Made With PayDevelopment Fund

Annual Budget $140 million over7 years, ending in2007 (all genres)

Production: $4.5m peryear; Development:$500K per year (allgenres)

$2 million per year (allgenres)

$23.9 million over5 years; no longertaking applications

$1.1 million (allgenres)

MinimumPoints

6 out of 10 (qualify forCAVCO)

8 out of 10 - notspecific as to wherepoints drop

8 out of 10 - notspecific as to wherepoints drop

Not specified 8 out of 10 (notes thatprojects can be 8 outof 10 on either theCAVCO or CRTCscales)

Programs must beeligible for certificationas "CanadianProduction" pursuantto CAVCO or satisfydefinition of Canadianprogram per CRTC


Qualify for CAVCOonly

N/A


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EligibleApplicant

IndependentCanadian producers

a) must beindependentproducers orbroadcaster-affiliated(limited to 25% offunds per fiscal year)

a) must beindependent producerand Canadian citizen

a) Canadianindividuals andorganizations in film,television (incl.broadcasters),magazines, NGOs,

individuals w/experience incommunications

a) permanentlyestablished prod cooperating in WesternCanada for aminimum of 3 years

Canadian owned andcontrolled productioncompany withdemonstratedexperience intelevision production

b) must have eitherbroadcast or newmedia experience thatis relevant; c) mustdemonstrate soundfinancial position &expertise

b) productioncompany must beCanadian-owned andoperated, or non-profitorganization; c) film /video as principalactivity

b) must be Canadiancitizens orcorporations

b) broadcaster-affiliated prod cos arenot eligible if primarylicence from samebroadcaster

Proposals especiallyencouraged fromCanadian producersof Italian and / orHispanic origin

EligibleProductions

Projects must haveboth a broadcast andnew mediacomponent, althoughis possible to receiveonly new mediafunding

Educational andinformationalproductions geared toa non-theatricalmarket

a) eligible projectsinclude, but notlimited to: televisionand radio productions,magazine /newspaper articles,exhibits, innovativeprojects

a) production must becertified by eitherCRTC or CAVCO as"Canadianproduction"

Documentary, dramaand comedy, musicand dance, variety,talk shows

Can only get fundingin a series for oneseason

b) cannot focus on theactivities of anorganization (i.e.promotion), or culturalor tourism themes

b) must be airedwithin 2 years ofdelivery tobroadcaster

Must be of particularappeal to Canadianviewers of Italian and/ or Hispanic originand be of primaryrelevance to thataudience

c) must be consistentwith CIDA's mandate


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Ineligiblegenres

Program is genre-specific - dramaticseries, convergedseries, MOWs, docs,variety show

Cannot be news,reporting or actualitiesor sports; must meetGuidelines re sex roleportrayal and violenceper CRTC; new media

portion cannot be forconsole games andmust be more thanpromotional website

CIFVF will not acceptapplications forsponsored projects orwhere the producerdoes not hold thecopyright

Ineligible programsinclude those thatfocus on the activitiesof a specific fund-raising organization,or those that focus on

anthropological,ethnographic, cultural,geographic or tourismthemes; involve thecreation of newwebsites or NGOnewsletters

SAME Not specifical lydefined


Since programs mustbe able to qualifyunder CAVCO, thosedefinitions apply

Must meet CAVCO8/10 certification or beofficial treaty co-production

Producer must be aCanadian citizen orpermanent resident

Canadian citizen orlanded immigrant

Not specified Not specificallydefined


Independentproducers (not CTV);again, since must beable to qualify forCAVCO, CAVCOrules apply

Producer must havedemonstrable controlover all financial,creative and editorialmatters related to theproduction, be theproven and principalowner of copyright,maintain sole editorialcontrol

Not specified Must havedemonstratedexperience intelevision production


Per CAVCO a) must be Canadiancitizens or landedimmigrants

Producer must beprepared to enter intoan exclusive contractfor distribution inCanada for a periodof 3 years with privatesector, Canadian-owned and controlled

distribution companywith track record innon-theatricaldistribution

Producer must beCanadian, and projectmust focus onCanadianparticipation

Applicant companymust demonstratemajority creative andfinancial control ofproject

Canadian owned andcontrolled productioncompany

b) company must beCanadian -controlledwithin meaning ofInvestment CanadaAct


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c) must be doingbusiness per 1106 ofIncome Tax Act

CopyrightOwnership

Producer must owncopyright; CTV mayacquire equity

Can be singleproduction companyfor both components,

or two productioncompanies, eachholding respectiverights; applicantsmust have creativecontrol overrespectivecomponents and owncopyright

Must be able to show"production control",including ownership

and control ofcopyright

Must sit with theproduction company


Programs fundedspecifically forbroadcast on CTV;must also meetCAVCO regulations

Must have a licencefrom Canadianbroadcaster with"terms according toindustry norms"

Project does not needto have a broadcastlicence, but must atleast have a non-theatrical distributor.

Must include signedundertakings todistribute, broadcastor publish the project(not necessary fordevelopment monies)

Must have broadcastlicence in cash atFMV; must air within 2years of delivery

Must be licenced byTelelatino


Must be to broadcastquality; acceptable bynetwork

Must have abroadcast length of atleast 30 minutes

Funds will not beused to acquired fullycompleted programs


Cross-CulturalDevelopment Initiativelooks specifically atcultural stories;producers can pitch toregional offices in allstreams; generallyonly in English

English or French,national fund

English or French;2/3rd in English, 1/3 inFrench; otherlanguages must havevoice-overs orsubtitles in eitherEnglish or French;also assigns 1/5th ofmonies to regions

Programming ofappeal and relevanceto Italian and / orHispanic Canadians

Expenditures


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Fund purpose Priority programming(per CRTC) made byindependentCanadian producers;incremental priorityprogramming - over

and above Canadianprogramming CTValready acquires

Mandate to advanceCanadianbroadcasting system;encourages creationof excellent digitalmedia; promotes

partnerships andsustainablebusinesses inbroadcast and newmedia sectors

Geared to educational/ informationalprojects anddocumentaries.

Increase theCanadian publicawareness andunderstanding ofinternationaldevelopment issue.

To enhance theWestern Canadianfilm and televisionproduction industry

Assist in thedevelopment andcreation ofprogramming foraudiences served byTelelatino (primarily

Italian and Hispanic)


Benefits ending [email protected]

Deadlines March andOctober 1 forproduction financingFebruary, May andOctober 1 forDeveloping [email protected]

March 31, [email protected]

Claude [email protected]

[email protected]

[email protected]

Go towww.corusent.com forthe various fund enddates.


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Fund Name Corus Women'sProgramming Fund

Harold GreenbergFund

Global DevelopmentFund

Omni Documentary andDrama Fund

Rogers CableNetwork Fund

RogersDocumentary Fund

ProgramName

Corus Women'sProgramming Fund

Documentary fundingin French only


Omni Documentary Fund Rogers CableNetwork Fund

Core Funding andTop-Up Financing

Public orPrivate

Private Private, not-for-profit Private Private, not-for-profit Private, not-for-profi t Private, not-for-profit

Type of

Funding

Licence fee top-up

and Developmentassistance available

Equity Development loans Licence fees Equity Core Funding -

Grant; Top-up - non-recoupableadvances; restrictedto one-offdocumentaries andlimited series (5episodes or less)

Programs inAddition toTax CreditsAnnualBudget

$13.5 m in licencefees; $1.5 m fordevelopment

$2m / year (Frenchonly - all genres)

$1.6 million (allgenres)

$5 million per year (allgenres)

$1 million per year(documentary only)

MinimumPoints

Programs must beeligible forcertification as"CanadianProduction"pursuant to CAVCOor satisfy definitionof Canadianprogram per CRTC

8 out of 10 (notes thatprojects can be 8 outof 10 on either theCAVCO or CRTCscales)

Not specific "Canadian program" asdefined by CRTC; nopoints defined

8 out of 10 CRTC 8 out of 10 CAVCOor CRTC

Live ActionPoint ScaleEligibleApplicant

Canadian ownedand controlledproductioncompanies with

demonstratedexperience intelevision production

a) must be Canadian-controlled corporationas defined in taxcredit regulations in

Income Tax Act

a) access is limitedto individuals &corporations whoare Canadian

independentproducers

Western-basedcompaniesparticularlyencouraged

b) if part of corporategroup, must beincorporatedseparately


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EligibleProductions

Documentary,drama and comedy,music and dance,variety

Canadian dramaand comedy seriesand documentaries;variety may also beconsidered

a) must be dram a,documentary,children's,educational,instructional,performing arts &

variety

Similar descriptionas in CTF DocModule

Should be ofparticular relevanceto women, featuringmessagesrespectful to femaleaudience

informs or engagesin critical analysis;provides in-depthanalysis; designedto inform, but canentertain, etc.

Should inform andentertain and berelevant tocontemporary andmodern audience

Can be theatricallength, but must bepre-sold to nationalbroadcaster

Ineligiblegenres

Not specificallydefined

SAME Not specific Not specific in Guidelines Only specificallymentions news,actualities andreporting, sports andthat programmingmust adhere to CABCode of Ethics andprogrammingstandards set by theCRTC

Specificallymentions currentevents, talk shows,magazine formats,instructional videos


Not specificallydefined

Not specified Not specific in Guidelines Not specific Not specific


Must havedemonstratedexperience intelevision production

Ownership &

Distribution

Canadian owned

and controlledproduction company

a) must be Canadian-

controlled

a) beneficial

ownership of thedocumentary mustbe retained by aCanadian citizen

b) must operateprincipally as atelevision or filmproducer


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c) cannot own morethan 10% of abroadcaster, or beowned or controlledby a broadcaster

CopyrightOwnership

a) Prod co must ownall rights and optionsnecessary for theproduction for itsdistribution andexploitation inCanada and abroad;b) prod co must retainfinancial interest inproject


Must be licenced bya Corus service

Must haveguaranteed, firstwindow, one yearexclusive fromEnglish cable channel

a) Must havelicence fee, of FMVfrom nationalCanadianbroadcaster

(English); Frenchdocs can havespecialty servicelicence


Funds will not beused to acquiredfully completedprograms

First window must bespecialty service (notpublic broadcaster);subsequent windowscan be public

Must be either 30 or 60minutes in broadcastlength

Must have abroadcast length of atleast 30 minutes;must be closedcaptioned

Must treat specifictopic over at least30 minutes


Programming ofappeal andrelevance to femaleaudiences

Must be in a languageother than English,French or an Aboriginallanguage

Expenditures

Fund purpose Incremental support

to ensure thecreation ofexceptionalprograms forCanadian women


See previous page On-goingOdile [email protected]

Cynthia Joseph416-466-5526 orMichael Ghent604-742-8879

Malcolm [email protected]

On-goingRobin Mirsky-Daniels416-935-2526

Same as previous


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Fund Name Rogers Telefund Shaw Rocket Fund TELUS TelevisionDevelopment Fund

A-ChannelProduction Fund

Alberta CulturalIndustries Assn

Alberta Foundationfor the Arts

Program Name Rogers Telefund fka Shaw TelevisionBroadcast Fund

Telus TelevisionDevelopment Fund

A-Channel WesternProduction Fund

Alberta CulturalIndustries AssociationLoan Guarantee

Alberta FilmDevelopmentProgram

Public orPrivate

Private, not-for-profi t Private, not-for-profit Private; delivered bypublic organization

Private, not-for-profit(status currently

dependent onpurchase of CraigMedia by CHUM)

Public Public

Type of Funding Interim or Bridgefinancing

Equity Interest-free loans Licence Fee Loan guarantees Grants (not genrespecific)

Programs inAddition to TaxCredits

No tax credits, butAFDP exists which isgrant program; notgenre specif ic but 1/3of productions fundedin 2004 were docs;20 on the dollar ofanything spent in

Alberta (for docs,includes shootingoutside the province)

Annual Budget Revolving fund $7 million + per year(children's only,includingdocumentary)

$10 million licenceterm (all genres)

Minimum Points Not specific 8 out of 10 CAVCO orCRTC

Not specific, but"programs mustreflect Canadiancultural diversity incontent and / or castand crew"


Live Action

Point ScaleEligibleApplicant

IndependentCanadian producers

a) must beindependentCanadian producer,with incorporatecompany

Western Canadianindependentproducers

a) Alberta parent filmproductioncompanies


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b) prod co cannot beowned or controlledby any non-Canadianindividual orpermanent residentper Immigration Act

or non-Canadiancorporation

b) Single purposeproduction companythat is majority ownedby an Alberta parentfilm prod co

EligibleProductions

Must have broadcastlicence agreementsplus securedcommitments fromother fundingagencies

a) Must be forchildren's, youth orfamily audience; mustbe told from point ofview of youth

a) Productions mustbe competitive inprime time

a) filming isconducted in Alberta,except for those withidentified out-of-province filming

Must be outstandingin quality andCanadian theme

b) Principalphotography cannotoccur beforeapplication date

b) must reflectcultural diversity incontent and / or castand crew

b) filming must besupported by aCanadian broadcastlicence or adistribution advance /

guarantee fromrecognized distributor

c) projects withbudgets over $500Krequire 65%confirmed financing

Ineligiblegenres

Not specific news, reporting andactualities, sports;production, at aminimum, mustconform to CABguidelines re sexportrayal, CRTC reviolence & children

news andinformation; sports

SAME with inclusionof "amateur video"

Definition of

"Canadian"

Not specific a) Production

company must beowned and controlledby Canadian citizen /permanent residentas defined byImmigration Act



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b) eligible corporationmust meet Canadiantest as set out inIncome Tax Act



a) Ownership andcontrol of Canadiandistribution rightsmust remain with aCanadian as definedby Immigration Act orIncome Tax Act

Applicants must beAlberta residents andderive their primarysource of incomefrom the independentfilm and videoindustry. Productioncompany must beincorporated inAlberta, or federallyincorporated andregistered in Alberta.

Alberta-owned andoperated productioncompanies

CopyrightOwnership

a) Canadian owned /controlled corporationmust hold worldwidecopyright incompletedproduction; treaty co-productions qualify


Canadianbroadcaster must bein place

a) Must have licencefrom eligibleCanadianbroadcaster; b) mustplay within two yearsof completion

Fund provides licencefee and expectsnational broadcastrights

Must have licence feefrom Canadianbroadcaster ordistribution advance

TechnicalRequirementsConsiderationfor Cultural /

Regional /Language

Additional moniesavailable through

Atlantic RegionalIncentive forproducers in NB,Nfld, NS and PEI

Expenditures Approximately$7 million per year


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Fund purpose Investment inCanadian children'sprogramming fortelevision

Sunset date/dealines

and/or contactinformation

Same as previouspage for Rogers Fund

Leighsa [email protected]

[email protected] by

Alberta CulturalIndustries Association

For term of licence403-508-2222

[email protected]

780-498-5536 Jane [email protected].

ca


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Fund Name BC Film Manitoba Film and VideoProduction Tax Credit

New BrunswickFilm

Newfoundland andLabrador Film

Nova Scotia Film DevelopmentCorporation

Ontario MediaDevelopmentCorporation

Program Name Film Incentive BC MFSDC Tax Credit;Market Driven TelevisionDevelopment; MarketDriven Television

Production

NB Film TaxCredit

NL Tax Credit; NLFilm EquityInvestmentProgram

NSF Tax Credit, EquityInvestment, Development Loans

OFTTC

Public orPrivate

Public Public Publi c Public Public Public

Type ofFunding

Tax Creditsincluding BasicIncentive,RegionalIncentive, TrainingIncentive andDigital / VFXIncentive

Tax Credits, equity forproduction (up to 8% ofbudget) anddevelopment funding.

Tax Credits,Equity,DevelopmentLoans

Tax Credit, Equity Tax Credit, Equity, Loans Tax Credit andsome funds formarket access,research and AlWaxman CallingCard Program


Developmentfinancingincluding researchetc.; Marketing

program support;Special Initiatives(i.e. Doc Talk,Kick Start)

Development Fund;Production Fund (up to8% of budget)

DevelopmentFund ; EquityFund

No genre differentiation refunds; job creation primary goal;mandate not culturally driven(industrial loans and equity

investment); Emerging AwardFund with CIBC

Research funds;Al WaxmanCalling Card;Market Access

Program

Annual BudgetMinimum Points 6 out of 10

CAVCOMFS has own pointsystem: Documentary(minimum 8 points):Director - 2 points;Scriptwriter - 1 point;DOP - 1 point; Soundeditor - 1 point; Soundrecordist - 1 point; Editor- 1 point; Composer - 1point; Prod Mgr /Coordinator - 1 point;Remaining crew 50%Manitoban - 2 points;50% of post costs spentin Manitoba 2 points

NB formerly hadown pointsystem; inprocess ofredesigningeligibility

Not specific No requirement 6 out of 10CAVCO



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New BrunswickFilm




EligibleApplicant

a) BritishColumbiacontrolled prod co

Must be permanentCanadian corporation;primarily film / videoproduction; 25% ofwages to eligible

employees; for Market-Driven TV Development,must have confirmedfunding from third-partysource; must showmarket potential thrubroadcaster cashcommitment of 20% orstrong commitment fromdistributor; for Market-Driven TV Production,must have confirmedfunding in place tocomplete

a) must beincorporatedfederally or inNB

For Equity Investment: Must beNova Scotia resident -maintained principal residencefor tax purposes in NS for atleast 12 consecutive months

prior to application; For TaxCredit: must be taxableCanadian corporation withpermanent establishment in NS

a) must have apermanentestablishment inOntario

b) producer must

be both Canadianresident and BCresident

b) head office

and principalplace ofbusiness mustbe in NB

b) a company must be owned at

least 51% by NS residents, or:c) full production office facilitybased in NS for at least12 consecutive months prior todate of application, or one of itswholly owned productioncompanies

EligibleProductions

a) 75% ofprincipalphotography mustbe in BC (notapplicable todocumentaryproductions)

Documentaries eligible;must demonstratecommercial viabilitythrough broadcaster ordistribution interest

a) television, withlicence

a) five distinct categories:features (including docs), TVseries, TV mini-series, TVspecials, non-theatrical newmedia

b) cinema / videowith commitmentfrom distributorc) non-theatricalwith sales potential& distribution


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New BrunswickFilm




Ineligiblegenres

Not specific news, current events orpublic affairs, orprograms that includeweather or marketreports, talk shows,

game shows, sportsevents or activities, galapresentations, awardshows, programs thatsolicit funds, realitytelevision, pornography,industrial, programs thatare primarily stockfootage, or incompleteproductions

SAME withinclusion ofvariety shows,music videosand "anything

that does notenhance theimage of the filmindustry in NB"

SAME SAME SAME with theinclusion oftelevision notshow in primetime (except

children's), non-Canadiancontrolled serviceproductions


Not specific a) Definition of"Manitoban": legallyentitled to be and remainin Canada

a) Definition ofNew BrunswickResident:maintained aprincipal

resident forincome taxpurposes in NBfor at least 12consecutivemonths prior toapplication

Not specific

b) has resided inManitoba for at least oneyear

Definition of"Producer"Ownership &Distribution

a) place of business /head office in Manitoba

a) Onlyincorporated NLfilm and video

companies mayapply

a) prod co mustbe Canadiancontrolled

b) majority of sharedowned by persons whohave been Manitobaresidents for at least oneyear

b) Corporationsmust prove primaryfocus is film &television

b) must qualify forfederal tax credits


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New BrunswickFilm



Ontario MediaDevelopmentCorporationc) producer mustbe an Ontarioresident for atleast two yearsprior to theproduction

CopyrightOwnership

a) BC productioncompany mustown more than50% of thecopyright in theproduction

No necessary for taxcredits; co-productionsmade be eligible for mktdriven programsproviding Manitobaproducer has equal 50%share in control;ownership of finishedproduct should bebeneficially and equitablyowned in Manitoba

Producer must own or control allrights; for co-productions, NSproduction company own andcontrol at least 20% of rights


Must have licencefee fromCanadian

broadcaster ordistributor; mustbe shown inCanada within twoyears ofcompletion

Must have beenissued adistribution

agreement and /or a broadcastlicence

Must have a letterof intent or writtencommitment for

telecast

Must have written confirmationfrom broadcaster or distributor;FF Distribution Fund recipients

must have secured theatricalrelease and play 7 consecutivenights in Halifax

a) productionmust be shown inOntario within two

years ofcompletion byOntario-baseddistributor orCanadianbroadcasterduring prime time


Considerationfor Cultural /Regional /

Language

In Market Drivenproduction, enhancedposition for French and

Aboriginal productions

Significantbenefit expectedfor NB

Minimum of 85%of days ofprincipal

photography orkey animationmust be done inOntario, unlessdoc or co-pro;projects showentirely outside ofGTA eligible forbonuses


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New BrunswickFilm




Expenditures For documentaryproductions, aminimum of 75%of productioncosts must bepaid to BCresidents orcompanies; 75%of post costs mustbe incurred in BC

Minimum of 25%of labour costsin NB to NBresidents

For co-productions,expenditures in NS must be atleast equal to NS ownership ofrights; for Tax Credits, 25% ofsalaries and wages must bepaid to eligible individuals

75% of allproduction costsand 95% of allpost costs mustbe incurred inOntario

Fund purpose To support Manitoba-based production; willprovide equityinvestments to assist inthe production financingof a fully-developedproject

To assist and promote thedevelopment of the private-sector film and televisionindustry in North America

Sunsetdate/dealineand/or contact

information

FIBC tax creditprogram March31, 2008

Robert [email protected]

Go towww.mbfilmssound.mb.ca

for information on taxcredit increases.

DevelopmentLoans andEquity

InvestmentMarch 31

stof

each year. Taxcredit December31, [email protected]

.877-738-3456www.newfilm.nf.net

Shelly [email protected]

Please go to www.film.ns.ca forinformation on tax creditincrease, and regional andfrequent film bonus

416-314-6858www.omdc.on.ca

D t F di R


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Fund Name Technology PEI SODEC Saskatchewan Film and VideoDevelopment Corp.

Yukon Film

Program Name TechPEI Socit de d veloppement desentreprises culturelles

SaskFilm Yukon Film and Sound IncentivePrograms

Public or Private Public Publi c Public PublicType of Funding Development loans, equity (for

indigenous producers) plus labour

rebate program based on PEI-resident labour

a) Tax credits (QC and serviceproductions) b )Equity

investment, grants, recoupableadvances (includingdevelopment, production,marketing and distribution in QCand abroad)

Development loans, Equity,Documentary Fund (equity), Tax

Credit, market access program

Development and ProductionFunds, Location Initiatives

(Labour & Travel) - rebateprogram


Script Development; Production& distribution fund; dedicatedfunds:production: feature length(drama) ; documentaries (one-off, series, mini series, featurelength); short films (up to 49%with $ cap per genre)distribution: marketing in QC,commercial and non commercial

exhibition, festivals in QC andspecial projects.

Documentary Equity Program;Development Program, MarketAccess

No provincial tax; LocationIncentive Program; Fourdifferent funds fordocumentaries: Entry (up to $5Ktwice a year); Training (up to$3K); Development (up to$45K); Production (up to$500K); Yukoners can co-prowith 51% partner

Annual BudgetMinimum Points Not specific Tax credit: 6 out of 10 Quebec

content points (key creativeQuebec residents); also 75% ofother QC expenditures must beQC expenses.Other programs: must respectthe QC production definitionbased on 75% QC expenses onscripwriters and directors fees,services, cast, distribution in QCand QC distributor.

8 out of 10 for MAXEquityprogram;

Not specific

Live Action PointScale

None

Eligible Applicant a) incorporated in Canada withpermanent establishment in PEI

Only QC-based companieseligible for funding (exc.Services Tax Credit) and notrelated to broadcaster

a) Only Saskatchewan-basedproducers eligible for funding

Yukon corporations



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Yukon Film

b) principal business the productionof film & television

Tax credit: majority ofshareholders must be residentin QC; for other programs,2/3rds shareholders resident inQC

b) prod co must be incorporatedin Saskatchewan or federallyand registered in Saskatchewanand

c) applicants must be Canadiancitizens or landed immigrantswho currently reside inSaskatchewan and 3 monthsprior to application date; fordevelopment, equity and docprograms, prod co must own aportion of the copyright

Eligible Productions Tax credit: a)must receiveadvance ruling or certificatefrom SODEC

a) for Doc Fund, description ofdocumentary parallels that ofCTF

b) eligible genres includefeatures, MOWs,documentaries, children's,certain variety and magazineshows

Other programs: limited tofeature film (drama)documentaries (one-off, featurelength, series, mini series) andshort films

b) eligible genres (in general)include: feature films, MOWs,children's, short dramatic,documentary, education,experimental, variety, non -

theatrical, IMAX

Ineligible genres SAME with inclusion of infomercials/ infotainment, music videos,magazine formats

SAME with the inclusion of "anyprogram that contravenes theCriminal Code, or containsexcessive violence, sexualviolence or racial stereotyping"

SAME with the inclusion ofinfomercials / infotainment

Definition of"Canadian"Definition of"Producer"Ownership &

Distribution

a) residents of PEI must own

majority of voting shares incompany

For Tax Credits and other

programs: a) productioncompany must be a corporationhaving its principalestablishment in Quebec

a) applicants must be

Saskatchewan residents whoderive primary income from film

a) for production funds, a Yukon

corporation must own 51%interest in project; for co-production funds, producer mustdemonstrate that Yukonresident / corporationparticipates as a full partner inthe project at terms no lessfavourable than other producers



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Yukon Film

b) cannot be a distributor orbroadcaster

b) principal business is film ortelevision

b) must receive sole or sharedproducer credit

b) must be a Yukon registeredcompany beneficially owned byYukon residents

c) company must not be directlyor indirectly controlled bysomeone who has not beenresident in Quebec for24 months

c) must be experiencedproducers

c) distributors, broadcaster andbroadcast affiliates are ineligible

CopyrightOwnership

Copyright must be owned by theproduction company

a) producer / prod co must beowner or co-owner of theproject, control copyright andreceive share of revenues; Fortax credit, no copyright isrequired


a) must have commitment frombroadcaster / distributor

For Tax Credits: a) must havecommitment from broadcasteror distributor; b) must bebroadcast or exhibited in

For other programs: a) featurefilms (drama and documentary).

b) documentaries must have acommitment from a)QCdistributor b) broadcaster airingin QC

a) for MAXEquity, must havebroadcast licence at least 15%of budget; b) for Doc Fund, musthave licence fee of FMV

Production & DevelopmentFund applications mustdemonstrate cash support frombroadcaster or distributor


Consideration forCultural / Regional /Language

Tax credit: bonus for regionaland French speakingproductions; bonus for computeranimation and special effectsOther programs (screenwriting& production): minimum of80%of funds to French speakingprojects



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Yukon Film

Expenditures Tax credits: for productions over75 minutes - 75% of bothproduction and post-prod costsmust be paid to Quebecresidents; under 75 minutes,content points do not apply butproduction must pay out 75% ofprod costs to Quebec residentsOther programs: must respectQC production definition

Fund purpose Must provide economic impact forPEI

Tax credit: leverage forcapitalisation, higher share onrevenues for producersOther programs: cultural impact

Projects that develop local skillsand expertise for film production

Sunsetdate/deadlinesand/or contactinformation

Nancy [email protected]

Joelle Levie514-841-2200www.sodec.gouv.qc.ca

Susan [email protected]

Iris [email protected]

PLEASE NOTE: ALL CONCERNED WERE SENT A COPY OF THE DOCUMENTARY FUNDING RESOURCES CHART ON AUGUST 12, 2005 AND A REMINDER ONAUGUST 19, 2005. THE ABOVE INFORMATION INCLUDES ALL INFORMATION RECEIVED AS AT AUGUST 25, 2005.

Documents

Documentary Funding Resources En