1. Screen-Based Production Grant (SPG) Summary Cultural Industries Branch Alberta Culture and Tourism

2. Why a new program?
Demand on the APG exceeding available funding. (oversubscribed)
Government recognized a more sustainable funding mechanism was required to meet the needs of a growing industry
increased funding
address needs of large commercial productions without impact to support for smaller, culturally-focused projects
fiscally responsible in current economic environment (more rigorous financial controls and reporting processes as noted by Auditor General);
captured the positive cultural and economic impacts for Albertans and the province

3. Screen-Based Production Grant
Highlights
$45M annual budget (increase of $15M over APG)
Opportunity to exceed the cap to a maximum of $7.5M
Two distinct funding envelopes (cultural and commercial)
Grants paid in two installments
Preservation of funds for Albertan owned projects

4. Pending APG Applications
Any pending application received prior to October 3, 2017 will be processed under the APG guidelines.
Any committed application under the APG will be honoured and paid out under the APG guidelines.
Any application that is in process in GATE or otherwise but has not yet been “submitted” under the APG must be re-submitted under the SPG.
Any application that has already been submitted under the APG, but wants to reapply under the SPG for any reason will be allowed to withdraw their APG application and reapply under the SPG.

5. Additional Changes from APG
Not required to submit applications prior to principal photography
Grant intake windows with application deadlines
Applications evaluated against economic and cultural impact criteria
Firm reporting and grant payment schedules
Diversity and Inclusion bonus

6. What Remains the Same
Based on eligible Albertan production expenditures
labour and non-labour
Two funding tiers (streams) for Albertan and non-Albertan projects
Grant percentages range from 25% - 30%
Applicant and project eligibility criteria mostly unchanged
Tier-based requirements for Albertans in Head of Department roles
Final grant the lesser of final actual Alberta expenses or original approved grant amount.

7. Grant Intakes and Deadlines Application Intake Periods
Annual program budget allocated over three intake periods
Application Intake Periods
Transition intake: October 25-November 30, 2017
February 1 – March 31st
June 1 – July 31
October 1 – November 30

8. Envelopes and Tiers
Program budget allocated into two funding envelopes:
Cultural Envelope for Grants up to $3 million
Commercial Envelope for grants greater than $3 million, up to $5 million
cap increase up to $7.5 million available
Each envelope has two funding Tiers
Albertan: 29 or 30 per cent of eligible Alberta expenses
Non-Albertan: 25 or 26 per cent of eligible Alberta expenses
Applications only competing within their envelope.
½ of the Cultural Envelope budget will be reserved for Albertan projects each year.

9. Diversity and Inclusion Bonus
In place of the shoot day bonus
Added to both funding Tiers
1% bonus: projects with off screen crew of 35% or more who self-identify as member of an under-represented or marginalized group including:
female
gender non-conforming
visible minorities
members of indigenous groups
persons with disabilities
A revised Statutory Declaration provided with application materials which includes an option for self-identification along with declaration of Alberta Residency.

10. Evaluation Process
Eligible applications evaluated against economic and cultural benefit criteria.
Cultural and Economic criteria equally weighted
No minimum scoring threshold
When eligible grant requests exceed available funding for an intake, Grant recommendations based on application scores, with higher scoring applications receiving priority.
Applications only competing within their envelope.
Evaluation criteria have been designed to ensure benefits of various production types and budgets are represented.
Not a juried process

11. Economic Benefit Evaluation Criteria
Evaluation Category
Points Available
Job Creation (Job Ratio) 3
Total Spend
Returning Production (Television Series) 2
Alberta Production Activity 5
Albertan Personnel
Total Points Available 15

12. Cultural Benefit Evaluation Criteria
Evaluation Category
Points Available
Diversity and Inclusion 4
Albertan Subject Matter 2
Albertan Creative Material 3
Contribution to Albertan Culture or History
Reaching Albertans 1
Community or Regional Impact
Total Points Available 15

13. Cap Increase Available to commercial envelope applicants
Applicants can request increase to per-project cap from $5M - $7.5M
Evaluated and scored on additional criteria
A minimum score of 10 out of 15 points required for cap increase

14. Cap Increase Evaluation Criteria
Evaluation Category
Points Available
Albertan Personnel 3
Marketing, Promoting and/or Showcasing Alberta
Investment in Alberta Infrastructure 2
Investment in Innovation, Technology or Knowledge Transfer 1
Use of Qualified Production Facility or Film Studio
Ancillary Business Opportunities for Albertan Companies
Sustainability Practices
Total Points Available 15

15. Grant Payment and Reporting
Grants less than or equal to $3 million
Installment
Payment Timing and Trigger
Payment Amount 1
Confirmation of completion of principle photography and delivery of an interim cost report.
50% of total approved grant 2
Project completion and delivery to AMF of Final DVD and other final reporting requirements.
Remaining balance of total eligible grant per final Alberta cost calculation.

16. Grant Payment and Reporting
Grants greater than $3 million
Installment
Payment Timing and Trigger
Payment Amount 1
Completion of a rough cut and delivery of an interim cost report.
30% of total approved grant 2
Project completion and delivery to AMF of Final DVD and other final reporting requirements.
Remaining balance of total eligible grant per final Alberta cost calculation.

17. Other Program Changes
Applications no longer have to be submitted prior to principal photography.
principal photography must:
have started no more than 180 days prior to application or
will begin within 180 days from application deadline
Now 19 eligible Head of Department positions recognized for determining eligibility.
two new eligible positions are supervising sound editor/sound supervisor, supervisor director of animation/supervising animator.
Grant payment dates based on applicant schedules will be included in the grant agreement.
Extensions require requests in writing.
Clarified parameters on eligible Albertan production expenses.
Requirement to follow a new audit procedures guide in final production cost reporting.
Requirement to disclose related party transactions as part of eligible Alberta expenses.
Removal of shoot day bonus

18. Application and Approval Process
Applicant submits application during intake period
AMF completes review and assessment to determine eligibility
Applicants informed in writing of eligibility
At close of intake period AMF completes evaluation of all eligible applications per evaluation criteria
Grant recommendations are made based on application score and envelope funding available
Applicants advised of decision

19. Application Instructions
At the time of application, Applicants are expected to submit:
Complete Application Form and supporting documentation.
Complete Eligible Cost Worksheet
Related Party Transaction Form
Diversity and Inclusion Plan (if applicable)
Any other documentation required to demonstrate meeting economic or cultural evaluation criteria
All SPG forms will be posted on the program website at
Fax or mailed copies are not admissible.
Completed application forms with attachments must be submitted as a PDF to

20. Grant Payment and Reporting Process
Applicant submits first milestone report
AMF reviews report and prepares first instalment
Applicant receives payment
Applicant submits final deliverables
AMF calculates final grant payment
Applicant receives final payment

21. Questions?

22. Cultural Industries Branch Alberta Culture and Tourism
Contacts
Cultural Industries Branch
Alberta Culture and Tourism
Albertamediafund.ca
Jeslene Quinn
Cultural Industries Grant Officer
Phone: (780)
Krista Siebel
Cultural Industries Grant Coordinator
Phone: (780)