MARKETING BUDGET
Canada New Media Fund
Working Title: Production Company: Producer: Production Accountant: Budget Prepared By: Date: Telephone: Budget Approved By: Signature Anticipated Start Date: Anticipated Completion Date: SCHEDULE / TIMELINE Event / Activity
Date(s)
Unit (# of weeks)
CNMF Marketing Budget Template - Version 3 - June 2007
Page 1
MARKETING BUDGET Declaration of Related Party Transactions
SECTION 1
Canada New Media Fund
Please describe, during the course of production, how the production company will incur the costs related to the realization of the production work. Nature of production costs Amount Costs incurred internally, by the production company Costs incurred by a related company Costs incurred externally, by a company not related to the production company
$0 $0 $0
SECTION 2
If you have indicated that some costs would be incurred by one or more external companies, not related to the production company, please complete the table hereinunder (add lines as required): Name of company or external person Budget Code Category Description Amount
TOTAL
$0
SECTION 3
If you have answered that some costs (including fees, salaries, goods or service rentals, and general expenses) would be incurred by one or more related company. Type of related party Yes / No Amount Parent company Subsidiary Companies under common control Shareholders of parent company Shareholders of subsidiary Members of immediate family (husband, wife and children) Management and/or employees of parent company Management and/or employees of subsidiary Television production company Broadcaster $0
CNMF Marketing Budget Template - Version 3 - June 2007
Page 2
MARKETING BUDGET Declaration of Related Party Transactions
Canada New Media Fund
If you have answered yes, please fill the table hereunder (add lines as required): Name of company or external person Budget Code Category
Type of related party
Amount
TOTAL I certify that all the information provided is accurate and complete and that there is no omission of important information.
$0
Signature
DEFINITIONS (From CICA Standards & Guidance Collection paragraph 3840.03) :
Date
« Related parties exist when one party has the ability to exercise, directly or indirectly, control, joint control or significant influence over the other. Two or more parties are related when they are subject to common control, joint or common significant influence. Related parties also include management and immediate family members. » « A related party transaction is a transfer of economic resources or obligations between related parties, or the provision of services by one party to a related party, regardless of whether any consideration is exchanged. The parties to the transaction are related prior to the transaction. When the relationship arises as a result of the transaction, the transaction is not one between related parties.» « Control of an enterprise is the continuing power to determine its strategic operating, investing and financing policies without the cooperation of others. » « Significant influence over an enterprise is the ability to affect the strategic operating, investing and financing policies of the enterprise. »
CNMF Marketing Budget Template - Version 3 - June 2007
Page 3
MARKETING BUDGET Budget Summary ACCOUNT CATEGORY 01 02 PRODUCER PROJECT PROPOSAL PREPARATION TOTAL "A" - ABOVE THE LINE COSTS 03 04 ADMINISTRATION LABOUR OTHER MISCELLANEOUS LABOUR TOTAL "B" - MARKETING TEAM LABOUR EXPENSES 05 NEW MEDIA EQUIPMENT/MATERIALS TOTAL "C" - NEW MEDIA EQUIPMENT/MATERIALS 06 07 08 DISTRIBUTION & SITE MAINTENANCE MARKETING, PROMOTION & PUBLICITY GENERAL & ADMINISTRATION TOTAL "D" - OTHER E F OVERHEAD CONTINGENCY GRAND TOTAL
0 0 0
Canada New Media Fund
COST ALLOCATION Internal Related
0 0 0
TOTAL
0 0 0
External
0 0 $0 0 0 $0 0 $0 0 0 0 $0 0 0 $0
0 0 0
0 0 0
0 0 0
0
0
0
0
0
0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
CNMF Marketing Budget Template - Version 3 - June 2007
Page 4
MARKETING BUDGET Detail
01 PRODUCER
NAME / DESCRIPTION
Canada New Media Fund
ACC. DESCRIPTION 01.05 01.10 01.15 EXECUTIVE PRODUCER(S) PRODUCER(S) OTHER(S) (specify)
Cost Allocation
TOTAL
01 02
TOTAL PRODUCER PROJECT PROPOSAL PREPARATION (not to be used if submitting a separate Product Development Application & Budget)
NAME Cost Allocation TOTAL
$0
ACC. DESCRIPTION 02.05 02.10 02.15 02.20 02.25 BUDGET / SCHEDULE PREPARATION RESEARCHER / WRITER CONSULTANT(S) MARKET RESEARCH / FOCUS GROUPS OTHER (specify)
02 03
TOTAL PROJECT PROPOSAL PREPARATION ADMINISTRATION LABOUR
NAME
$0
ACC. DESCRIPTION 03.05 03.10 ACCOUNTANT/BOOKKEEPER OTHER(S) (specify)
NO. X 1 1
TOTAL UNITS
hrs, days, wks
RATE
$ COST per unit
Cost Allocation
TOTAL 0 0 $0
0 0
0 0
03 04
TOTAL ADMINISTRATION LABOUR OTHER MISCELLANEOUS LABOUR
NAME / DETAILS
ACC. DESCRIPTION 04.05 04.10 04.15 04.20 MARKETING CONSULTANT(S) (specify) RESEARCHER(S) WRITER(S) WEBMASTER
NO. X 1 1 1 1
TOTAL UNITS
hrs, days, wks
RATE
$ COST per unit
Cost Allocation
TOTAL 0 0 0 0
0 0 0 0
0 0 0 0
CNMF Marketing Budget Template - Version 3 - June 2007
Page 5
MARKETING BUDGET Detail
ACC. DESCRIPTION 04.25 VERSIONING / TRANSLATION .04.30. DESIGN LABOUR .04.35. ANIMATION LABOUR .04.40. PROGRAMMING LABOUR .04.45. PUBLICIST .04.50. FOCUS GROUP(S) .04.55. SALES PERSONNEL .04.60. OTHER(S) (specify) NAME / DESCRIPTION
Canada New Media Fund
Cost Allocation
TOTAL
1 1 1 1 1 1 1 1
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 $0
04 05
TOTAL OTHER MISCELLANEOUS LABOUR NEW MEDIA EQUIPMENT AND MATERIALS
DETAILS Cost Allocation TOTAL
ACC. DESCRIPTION 05.05 05.10 05.15 05.20 05.25 05.30 05.35 05.40. COMPUTER WORKSTATIONS (pro-rated) DIGITIZATION and SCANNING ADDITIONAL EQUIPMENT (specify) ADDITIONAL DATA STORAGE DEVICES SOFTWARE LICENSES (specify) STAGING SERVER (for installation) ADDTL. SUPPLIES & MATERIALS OTHER (Specify)
05 06
TOTAL NEW MEDIA EQUIPMENT AND MATERIALS DISTRIBUTION & SITE MAINTENANCE
DETAILS Cost Allocation TOTAL
$0
ACC. DESCRIPTION 06.05 06.10 06.15 06.20. WEBSITE: SERVER EXPENSE WEBSITE: ADDTL. SOFTWARE WEBSITE: ADDTL. MAINTENANCE DVD/CD-ROM: MASTERING
CNMF Marketing Budget Template - Version 3 - June 2007
Page 6
MARKETING BUDGET Detail
ACC. DESCRIPTION 06.25 06.30 06.35 DVD/CD-ROM: DUPLICATION DVD/CD-ROM: ARTWORK & PACKAGING OTHER (specify) NAME / DESCRIPTION
Canada New Media Fund
Cost Allocation
TOTAL
06 07
TOTAL DISTRIBUTION & SITE MAINTENANCE MARKETING, PROMOTION & PUBLICITY
DETAILS Cost Allocation TOTAL
$0
ACC. DESCRIPTION 07.15 07.20. 07.25 07.30 07.35. 07.40 07.45 07.50 07.55 07.60 07.65 OTHER PROMOTIONAL MATERIAL COLLATERAL MATERIALS INTERACTIVE / WEB ADVERTISING TV ADVERTISING PRINT ADVERTISING RADIO ADVERTISING OUTDOOR ADVERTISING SPONSORSHIPS ANCILLARY PRODUCTS
MARKET, FESTIVAL & AWARDS PARTICIPATION
OTHER (specify)
07 08
TOTAL MARKETING, PROMOTION & PUBLICITY GENERAL & ADMINISTRATION
DETAILS Cost Allocation TOTAL
$0
ACC. DESCRIPTION 08.05 08.10 08.15 08.20. 08.25 08.30 OFFICE RENTAL OFFICE - MISC. EQUIPMENT / FACILITIES OFFICE - TELEPHONE OFFICE - DELIVERY OFFICE - PHOTOCOPY OFFICE - OTHER SUPPLIES / MATERIALS
CNMF Marketing Budget Template - Version 3 - June 2007
Page 7
MARKETING BUDGET Detail
ACC. DESCRIPTION 08.35. 08.40 08.50. 08.55 08.60 08.65. 08.75 TRAVEL / LIVING EXPENSES (specify) INSURANCE A (Comprehensive Liability) LEGAL AUDIT BANK SERVICE FEES INTERIM FINANCING OTHER (specify) NAME / DESCRIPTION
Canada New Media Fund
Cost Allocation
TOTAL
.08
TOTAL GENERAL & ADMINISTRATION ADDITIONAL BUDGET SECTIONS
$0
ACC. DESCRIPTION E F OVERHEAD (NOT TO EXCEED 10% OF SECTIONS "B" + "C" [SECTIONS 03-05]) CONTINGENCY (NOT LESS THAN 5% or GREATER THAN 10% OF SECTIONS "B" + "C" [SECTIONS 03-05])
Cost Allocation
TOTAL
CNMF Marketing Budget Template - Version 3 - June 2007
Page 8
MARKETING BUDGET Financing Plan
Canada New Media Fund
Source of Financing
(add more lines if necessary)
Amount
Confirmed? (yes/no)
% of Budget
Type of Financing Advance
Telefilm Canada
Total Financing
$0
0.00%
CNMF Marketing Budget Template - Version 3 - June 2007
MARKETING BUDGET Guidelines
1)
Canada New Media Fund
Provide cost estimates only for activities and tasks NOT previously undertaken or completed. No Development or Production costs should be included anywhere in the Marketing budget. Only estimate costs and use line items from the budget template that are specifically applicable to your marketing proposal. Provide details explaining your cost estimates. Use additional pages if necessary. (Note: your budget and notes provided constitute one of the evaluation criteria for your marketing application.) Producer: The total of this category cannot exceed 10% of the total of budget sections B + C. Producer Proposal Preparation: Check that previously incurred expenditures are not included in this category. Only cost estimates for preparing new media proposals and budgets are allowed. Marketing Team Labour rates: All labour rates (inclusive of payroll benefits) must be estimated at actual cost in units of hours/days/weeks, without corporate mark-up, overhead fees or equipment costs. Marketing Team Labour cost estimates must include a detailed description of the task to be performed (use additional pages if necessary). Marketing Team Labour Expenses should be estimated, as needed, for 12 months following the project launch. Distribution & Site Maintenance: This includes server expenses for the deployment of a website, or production of a CD/DVD-ROM. Installation (labour, staging server, etc.) should be accounted for elsewhere in the budget or in the Product Development Budget if you applied for the Product Development Assistance. One year of server/maintenance must be budgeted for. Hosting and bandwidth expenses must be reasonable and Telefilm may require written justification. Marketing, Promotion, Publicity: These costs relate to the activities up to and including launch of the new media product. These costs also include ongoing sales and marketing expenses which should be estimated for up to 12 months following the launch of the project. This category must not include any general corporate promotional costs. Equipment and Materials costs should be actual rental costs or purchase price amortized (using a 24 month straight depreciation method), and prorated for the duration of the project. Applicants should include details and quotes for all equipment where appropriate. There should be no corporate mark-up or overhead fees included in equipment costs. Software expenses should be amortized (using a 12 month straight depreciation method), and pro-rated for the duration of the project. There should be no corporate mark-up or overhead fees included in software costs. Applicants should include details and quotes for all software where appropriate.
2) 3)
4) 5)
6)
7) 8) 9)
10)
11)
12)
CNMF Marketing Budget Template - Version 3 - June 2007
MARKETING BUDGET Guidelines
13)
Canada New Media Fund
General & Administration: Office expenses should be related directly to the project. Insurance should be budgeted adequately to cover the insurance currently required by Telefilm (comprehensive general liability or Telefilm included as an additional insured on corporate policy). Unless required by another party (broadcaster, distributor) Errors & Omissions insurance is not required by Telefilm. If the project has complex legal requirements, ensure there is sufficient budget for legal expenses. If Interim Financing is budgeted, a complete cash flow statement must be included, with calculation of borrowing costs. Overhead: The total of this category cannot exceed 10% of the total of budget sections B + C. Contingency: This will vary according to the risk inherent in the project. The total of this category cannot exceed 10% of the total of budget sections B + C.
14) 15)
CNMF Marketing Budget Template - Version 3 - June 2007