Drama Production Investment Fund

Application Summary Form

* ImportantPlease Complete This Document In Arial 10

We Encourage You To Discuss Your Application With The Director Of Production Investment Or The Investment Manager Before You Apply

Current as at 1 August 2012 Page | 0

Drama Production Investment Fund - Application Summary Form

1. APPLICATION SUMMARY

Project title:

Applicant (Production Company): ABN

Total budget $

Finance requested $ % of total budget %

WA expenditure $ % of total budget %

What is the project’s ratio of requested ScreenWest finance to WA expenditure?

Application round closing date

2. APPLICANT CONTACT DETAILS

Contact name:

Address:

State Post code

Telephone numbers Office Mobile

Email:

3. PRODUCTION COMPANY DETAILS

A. PLEASE PROVIDE A ONE PARAGRAPH BIOGRAPHY OF THE PRODUCTION COMPANY (NO MORE THAN 150 WORDS)

B. ARE YOU A WESTERN AUSTRALIAN RESIDENT PRODUCTION COMPANY AS DEFINED IN THE SW TERMS OF TRADE (YES / NO)?

* Please also attach a copy of the Company Certificate of Incorporation and the names of the company directors.

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* IF THIS IS A CO-PRODUCTION PLEASE COMPLETE C, D, E & F BELOW.

C. OTHER PRODUCING PARTNER CONTACT DETAILS

Company name:

Contact name

Address:

State Post code

Telephone numbers Office Mobile

Email:

D. PLEASE PROVIDE A ONE PARAGRAPH BIOGRAPHY OF THE PRODUCTION COMPANY (NO MORE THAN 150 WORDS)

E. PLEASE INDICATE THE NATURE OF THE CO-PRODUCTION RELATIONSHIP BY TICKING THE APPROPRIATE BOX BELOW:

Genuine co-production as per the ScreenWest terms of trade

Official international treaty production (* provide confirmation of compliance)

Un-official international co-production

The WA producer is providing “fee for service” production support

The non-WA producer is providing “fee for service” production support

F. THE FOLLOWING QUESTIONS REGARD THE RELATIONSHIP BETWEEN THE WA PRODUCER AND THE NON-WA PRODUCER:

WA non-WA

Who holds what percentage of the copyright?

Percentage share of the Producer’s net recoupment?

Does the WA Producer have creative input in to the project (Y/N)?

Will the WA Producer be the physical Producer (Y/N)?

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* Please also attach a co-production agreement or deal memo between the producers outlining their relationship as well as roles and responsibilities including during physical production, indicating level of creative involvement, ownership of rights and recoupment position, if any.

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4. PROJECT CREATIVE DETAILS

A. FORMAT & DURATION

Shoot format/gauge Release format Duration (mins)

B. GENRE & TARGET AUDIENCE

Target Audience (age and gender skew)

Genre

C. ONE LINE SYNOPSIS (LOGLINE)

D. ONE PARAGRAPH SYNOPSIS

* Please also attach a one page synopsis and completed script.

E. CREATIVE VISION

* Please attach a statement from the director detailing their creative vision for the project (include creative pitch material – e.g. mood boards, etc., if you have it).

* Please attach a statement from the producer(s) detailing their vision for the project (include notes about target audience).

F. KEY CREATIVE TEAM

Director(s) State

Please write a short narrative biography for the director(s) (max 100 words p/person)

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* Separately attach CV’s

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Writer(s) State

Please write a short narrative biography for the writers(s) (max 100 words p/person)

* Separately attach CV’s

Producer(s) State

Please write a short narrative biography for the producer(s) (max 100 words p/person)

* Separately attach CV’s

G. CAST

Please provide the name(s) of approached or confirmed cast

Role PerformerApproached

(Y/N)Confirmed

(Y/N)

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* Separately attach relevant cast letters of interest, deal memos or agreements.

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H. KEY CREW

Please indicate the name and state of residency for the relevant crew positions below and also indicate if the person is confirmed for the role.

If you have not approached persons for necessary crew positions please indicate which sate you intend employing them from.

* The Key WA Heads of Department Incentive will depend on how may WA HOD’s are engaged. This incentive only covers the roles listed below.

StateConfirmed

(Y/N)Line Producer

Production Manager

DoP / Cinematographer

1st Assistant Director

Production Designer

Script Supervisor

Gaffer

Key Grip

Sound Recordist

Location Manager

Make-Up Supervisor

Hairdresser

Editor

Mixer

Post Supervisor

Costume Designer

Unit Manager

Safety Supervisor

Composer

Snr. Production Accountant

2nd Unit Director

2nd Unit DoP

2nd Unit 1st AD

Lead Animator(s)

Animation Supervisor(s)

VFX Technical Director

3D Modeller(s)

Riggers

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5. MARKETPLACE SUMMARY

Please include proof of all market place commitments and other investments with this application ensuring that all agreements are consistent with one another (i.e. delivery dates, territories, number of runs).

Please provide sales estimates including returns from all media in all territories verified or provided by the distributors or sales agents named in this application.

A. DOMESTIC DISTRIBUTOR

Company

Advance / Guarantee Payable

Term

Rights

Minimum P&A

Anticipated Release

Commissions

Approvals / Conditions(brief summary only)

B. ROW SALES AGENT

Company

Advance / Guarantee Payable

Territories

Term

Rights

Commissions

Costs

Approvals / Conditions(brief summary only)

C. DOMESTIC BROADCAST

Broadcaster

License Fee Payable

Territories

Term

Rights

Delivery date

Approvals / Conditions(brief summary only)

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D. PRESALE(S)

Company

License Fee Payable

Territory

Term

Rights

Delivery date

Approvals / Conditions

* Applicants must also present a marketing and distribution plan for Australian domestic and Rest of World (ROW) sales. It is expected this will be prepared with input from the market partners named in this application.

6. PROPOSED FINANCE PLAN & RECOUPMENT SCHEDULEComplete the table below (adding additional rows if needed) making sure all the appropriate columns add up or total 100% (the cells do not auto-calculate)

TOTAL BUDGET $

ConfirmedY / N Investors Form of

Investment$

Amount% of

Budget

MARKET$ %

$ %

$ %

Subtotal $ %

NON-EQUITY INVESTORS %Recoup

%Profit

%©

$ % % % %

$ % % % %

Subtotal $ % % % %

EQUITY INVESTORS$ % % % %

$ % % % %

$ $ % % %

Subtotal $ % 100% 100% %

Total $ 100% 100% 100% 100%

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Please provide a brief summary of your proposed Finance Plan. If there are any gaps in the plan when do you anticipate confirming all financing partners? (no more than 100 words)

If your project includes the Producer Offset as part of the financing plan please provided a provisional certificate from Screen Australia or a copy of the application for a Provisional Certificate. Please also provide a statement on how you will cash-flow the Producer Offset. (no more than 100 words)

If your intended recoupment structure differs from ScreenWest’s standard position as outlined in the Agency’s Terms of Trade please briefly explain your proposed structure. (no more than 100 words)

7. PROJECT STATUS WITH SCREEN AUSTRALIA (if applicable)

Is Screen Australia funding part of the Financing Plan?

If you answered “Yes” above answer the following questions

What date will/did you apply for Screen Australia funding?

What is the date of the Screen Australia Decision Meeting for your project?

Who is your Screen Australia Investment Manager?

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8. SCHEDULEPROPOSED PRODUCTION SCHEDULE

WeeksStart of pre-production

Start of principal photography

Start of post-production

Picture edit complete

Sound edit complete

Project complete

Delivery

9. PROJECT HISTORYPlease provide a brief summary of the history of the project – include a history of the team’s development of the project and liaison with ScreenWest date (e.g. location and/or crew enquiries, etc.) (no more than 100 words)

10. PREVIOUS FUNDING

Has the project been previously submitted to ScreenWest (Yes / No)?

If you answered “Yes” above answer the following questions

Was the application successful (Yes / No)?

Program applied for (e.g. Development, Investment, etc.)?

Amount Requested?

Amount Approved?

Alternative title(s) (if the project’s name has changed since a previous submission)

11. INDIGENOUS CONTENT / TEAMWhere Aboriginal or Torres Strait Islander community participation or content is part of the project written confirmation of the willingness of both the subject(s) and the community to be involved is essential. Please refer to Screen Australia’s Pathways & Protocols: A Filmmaker’s Guide To Working With Indigenous People, Culture And Concepts.

Does your project have Aboriginal and/or Torres Strait Islander content (Yes / No)?

Does the project have an Aboriginal or Torres Strait Islander producer, director or writer (Yes / No)?

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If you have not yet consulted with the individual/community or the content is not specific to a particular community or person(s) please explain how you intend to manage the Indigenous content with regard to appropriate protocols. Please refer to Screen Australia’s Pathways & Protocols: A Filmmaker’s Guide To Working With Indigenous People, Culture And Concepts.

* Please provide any agreements or arrangements in relation to any Indigenous involvement.

12. DIGITAL CONTENTPlease provide a brief outline of the digital media elements to this project (if any) (no more than 100 words)

13. COPYRIGHTThe Applicant must either hold appropriate rights or have an appropriate option to acquire the necessary rights to produce the project (e.g. the copyright in the screenplay and/or the rights to any underlying work on which the project is based)

Do you hold copyright in the screenplay (Yes / No)?

If “Yes” under what kind of agreement? (e.g. a writer’s agreement or an assignment agreement)

Is the screenplay for the film an original screenplay (Yes / No)?

Is the screenplay an adaptation of an underlying work (Yes / No)?

If the project is an adaptation please provide the title and author of the underlying work

If the project is an adaptation please provide the type of underlying work (e.g. novel, play, song, short film, etc.)

Do you hold copyright in the underlying work (Yes / No)?

If “Yes” under what kind of agreement? (e.g. an option or an assignment agreement)

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If you have an option what year was this acquired?

When does your option expire?

If you DO NOT currently hold the necessary rights to produce the project please describe the rights you need and how you intend to secure these rights

* Applicants must attach all the appropriate Chain of Title documents.

14. INVESTMENT CALCULATOR

A. BASE FUNDING (10% of Qualifying WA Expenditure up to $400,000) $

Ratio of Base Funding to QWAE

B. INCENTIVES

Please provide a short rationale for each Incentive claimed and the amount requested. $ Requested

1. WA Producer or Co-Producer $

2. WA Production Company Industry Development Outcomes Incentive $

3. WA Directors Incentive $

4. WA Authorship and Indigenous Incentive $

5. Key WA Heads of Department Incentive $

6. Travel & Accommodation Incentive $

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7. Post Production Incentive for WA Post $

Total ScreenWest Finance Requested (Base + Total Incentives) $

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15. APPLICATION CHECKLISTPLEASE ENSURE THIS APPLICATION FORM HAS BEEN FULLY COMPLETED.

THE FOLLOWING INFORMATION IS ALSO REQUIRED AS PART OF THIS APPLICATION ATTACHEDYES / NO / NA

PRODUCTION COMPANY DETAILS

A copy of the Company Certificate of Incorporation and the names of the Company Directors.

A co-production agreement or deal memo between the producers/production companies.

For International Treaty Co-productions either a Letter of Preliminary Compliance (if issued), or a copy of an application for provisional co-production approval.

PROJECT CREATIVE DETAILS

A one page synopsis.

A completed script including date and draft number.

A statement from the director detailing their creative vision for the project.

A statement from the producer(s) detailing their vision for the project.

CV’s of the key creative team - writer(s), director(s), producer(s).

Any relevant cast letters of interest, deal memos or agreements.

Correspondence confirming the participation of the key crew listed as confirmed.

MARKETPLACE SUMMARY

Proof of all marketplace commitments (e.g. signed letters of offer, deal memos or agreements).

Are the agreements consistent with one another (e.g. dates, territories, etc.).

Estimated returns verified or provided by the market partners listed in the application.

Marketing and distribution plans for Australian domestic and ROW sales.

BUDGET

A detailed budget (preferably a Screen Australia A-Z budget or Movie Magic budget) including a highlighted column that shows Qualifying WA Expenditure (QWAE).

For Grants and Investments an allowance in the budget for ScreenWest’s 2% administration fee (the fee is capped at $5,000 and is calculated on the total approved funding from SW).

For Loans a $5,000 allowance in the budget for ScreenWest’s legal fees.

If applicable an allowance for WA crew attachments (see guidelines for details).

Allowance for the repayment of any development funding and interest occurred.

If not Screen Australia funded, allowance for National Film and Sound Archive delivery items.

If relevant allowance in the budget to adequately cover the cost of cash-flowing the Producer Offset.

An executed letter of intent from a completion guarantor.

A short statement demonstrating your ability to meet the levels of QWAE highlighted in the budget.

PROPOSED FINANCING PLAN & RECOUPMENT SCHEDULE

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A Producer Offset Provisional Certificate or a copy of your application for a Provisional Cert.

Documented evidence relating to any private equity investment.

INDIGENOUS CONTENT / TEAM

Confirmation in writing of the participation of both the relevant subject(s) and the community

COPYRIGHT

All Chain of Title documents, incl. all rights and development agreements, as well as a summary list of documents

SUBMITTING YOUR APPLICATION

* Applications submitted via email or YouSendIt should be emailed to: funding@screenwest.wa.gov.au

* Hard copies should be submitted as follows …

By hand:Attn: Funding Admin Offer – ProductionScreenWestLevel 2, Gordon Stephenson House140 William StreetPERTH, WA 6000

Or

By mail:Attn: Funding Admin Offer – ProductionScreenWestPO Box 8349PERTH BUSINESS CENTREPERTH, WA 6849

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