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RESIDUALS SUMMARY CHART – DGA, WGA, SAG, AFTRA, IATSE & AFM – KEY SCRIPTED PROGRAM TYPES – © 2009-2013 JONATHAN HANDEL

From the book Entertainment Residuals: A Full Color Guide. For current scripts/product except as shown. Omits FLTTA, WGA Art 64 & App A, AFTRA front of book, AFM TV Video & SRLA. Italics: out-of-pattern / no pattern.
A1

Reused in:

12/16/13 Residuals
chart v. 33.doc

B

Theatrical

C

Free TV -

Network
Primetime

Made for:
2
Theatrical

D

E

Foreign

F/G

Supplemental Mkts.
Pay TV
Syndication or (Free TV; BC; & AdHome
Non-Primetime Supported Streaming & some in-flight,
Video
of TV/HV)
F4 & F5 may=F3

Free TV -

H

Domestic
Basic Cable

I/J

New Media Consumer Paid
eRental

EST

K

New Media –
Ad-Supported

(but foreign streaming of
TV/HV product uses E3-E6)

1.8% to
1.2% of gross 1.5% (to 1.8%)
1.2% of
1.2% of gross (SAG
of Producer’s
1.2% of gross gross (SAG 3.25% of
(SAG 3x,
20% of GR 3x, IATSE 4.5x,
gross (=20% of
AFTRA TV worldwide
(SAG 3x,
3x, AFTRA (SAG 3x,
AFM 1%) for post3x, IATSE
wholesale
IATSE 4.5x). TV 3x, IA- IATSE 4.5x,
4.5x). AFM gross if affil- AFM: 1% of gross TSE 4.5x, AFM 1% to 7/1/71 product. No
Break residuals for older
post-7/1/71 iated video co.;
AFM non 1.8%).
= 50K units.
theatrical & else, 100% of (post-7/1/71 only). BC 1%,
Notes: J 3-J6 product.
received by
TV only (date fee
AFM BC
producer)
product: 24 day
2% of gross (SAG/
1.8%-3.5% Current
st
ada, 150% theat per-run: 100% of: or D3 & subject to time 35% for some 1 applies for all (1.8% at $1M AFTRA 3x). No C3- 3x)).
(1
season
or one-time
of 20% of
AFM F2-G3): Prod. gross)
AM; non-U.S./ RB (Residual
SLs: run by run
H3, I3-J3?, K3 resids Residuals gross (SAG/ programs) or 17 day
DGA C3, D3 & E3 Canada, 100% Base, DGA); RB declining from 50% hrs.) of RB/AM/TAM 1% of gross. (SAG 3x,
(subseq. season) free win,
triggered by telecast or
on exhausted TV
AFTRA,
RB’s differ. WGA of same; both, (WGA); or TAC (network) or 40%
Re non-AFM, AFTRA TV product (i.e., if netwk only for
then two 26 wk. windows
two
GR
breaks;
then
AFM
BC
post-x/x/x
uses non network- 150% of same. subject to ceiling (off-net) to 5% of
see H3 note re 3x, IATSE
ea. @ 3.5% (was 3%
rerun
resids
not
still
1.2%
gross
(SAG/
RB/AM/TAM (Total
4.5x, AFM 1%
3x, IATSE prior to mid-2010 or midWGA - made for (Total Actual
product
PT AM (high or
exhausted
(of 20%)). See payable (generally,
free TV or basic Comp., SAG/AF- Applicable Min., SAG/ AFTRA 3x) after GR
4.5x, AFM 2011) of RB/AM/TAM,
(unless
free TV
low budget) for all cable: U.S.,
F2-3 notes. Pre pre-7/1/71 product)). IA,
TRA).IATSE,AF AFTRA, but AM’s break. AFM:1% of
non BC 1%- then (1 year after end of
n.d.).
x/x/x
differ).
IA,
AFM
$0.
AFM:
no
residuals.
product.
C3-E3 residuals. greater of theatr M no residuals.
1984/85 vary.
AGICOA. IA $0.
= DGA n.d. 1.9% (vs. free win) 2% GR (SAG/
4
DGA (max=AM/ 2% (SAG/
AM or 150% of
2% of gross (2.5%
Pay TV
Same
as
made
for
free
TV
(C3-E3).
DGA
high
(?); WGA J2)). Break AFTRA, AFM BC 3x).
yr.):
Dom
cbl:
sub
AFTRA 3x) of for pre-7/1/84
the non network= 100K
RB/AM is non networkbudget pay television motion picture (product fees % yr (+ poss- GR after 100K
7/1/ 71);
WGA: For made
PT TV AM;
units.
ible 2% GR>brk); units (WGA,
product)
(SAG/
PT. AFM BC: RB = scale
SAG th. n.d.
for pay TV product non-U.S., same >=80 min and >= $5M budget): 1.2% of gross. PPV 2% GR>brk.
wages earned.
SAG: 75K for AFTRA 3x). IATSE,
formula
but
WGA
per
DGA - other product: 20% discount on residuals WGA dom: fixed 30/60 min. pay
(?); SAG
of a type not gen100%
instead
of
AFM:
no
residuals.
$/yr. for >10 exhib
TV 7/20/52; arbitration: (WGA: for 30 or 60 min.
until gross break. IATSE: $0.
erally produced for
See notes & defns in col. & row hdgs, top & bottom of pp.,

No residuals nearby cells, and C3-D3. RB/AM & ceiling for C4-C8 may
Only for “Post-’60” (even for renot be the same as C3 (it’s unclear). C3-H3, K3 are subj. to
(DGA 5/1/60; WGA releases, for- H3 note re exhausted free TV product.
6/13/60; SAG 2/1/
1.2% of gross
eign theatrical
60; IA, AFM 1/31/
(1.8% if “outright sale”; rarely used provision)
releases,
or
ex60). WGA: + post(SAG 3x, IATSE 4.5x).
tended runs).
1948 Universal.
AFM: 1% of gross (1.5% if outright sale).
3
Free TV (all) DGA: U.S./ Can- One free run, then After free run on C3 15%, 10%, 10% (one-

150%; both, use
U.S. formula. AFM: made for pay TV (C4-E4) treated as made
WGA - made for for theatrical (C2-E2). AFM: made for HV (A5pay TV or HV: K5) treated as theatrical (A2-K2) or free TV
100% theat AM. (A3-K3) depending on whether created under
SAG, AFTRA:
5
Home Video U.S./Canada, Theatrical MP Agt. or TV Agt.; except HV to
theatrical (B5) always as free TV (B3) and HV
150% TAM;
IATSE: F4-G5 ?
to foreign (E5) always as free TV (E3).
non-U.S./
AFM: see C5-E5 note
Canada, same AGICOA??
6
Basic Cable (alt: 50% TAM DGA, SAG: C3. WGA: H3 or D3 as per
C6. DGA, SAG: if >=
DGA, WGA: high per ea. non-U.S./ WGA: if {>= 10 10 runs or 1 yr on BC: Same as made for
Canada zone); runs on BC or DGA (2% of GR) or
budget only (ea.
free TV (E3).
<= 66 episodes SAG (declining D3
both, 200%
have diff. cutoffs); TAM. AFTRA: in series} or
IATSE, AFM: $0.
25%
to
5%
of
TAM,
w/
low is negotiable. BC unclear. AFM: {Hitchcock},
large discount based on AGICOA?
AFTRA BC temp- 50% TV scale. use H3; else C3. GR); else D3. D3 starts
IA, AFM BC: $0 IA, AFM: $0. at 40%. IA, AFM: $0.
lates vary.

network PT TV: F5
-G5 not F4-G4 for
pay TV & HV uses.
IATSE F4-G5 ?

7

Derivative NM Not explicitly

Experim. NM

network PT teleplay
AFTRA n.d. No residuals written on or after 5/2/10,
for
pre(?); IATSE
2/13/08 TV the residual for each 26
2/1/73;
week window is 2% of
product.
AFM 7/1/ AFM: ratif- “accountable receipts”
71; AFM ication date. (i.e., gross), but accountDGA & SAG/AFTRA: see F4- to all 6% or “3x”
BC n.d. No AFM BC able receipts are imputed
G4. SAG: G5 break = 100K.
figures in F4-H5
in 2008 Agt. to be $20K
residuals date tbd.
WGA: 2% of aggregate (pay +
HV) GR > aggregate GR break. (but not to H3).
Other un- (30 min.) or $40K (60
for older
ions:unclear min.). 2011 Agt.: 2% per
Same as made for free TV “Sanchez” = run by run product.
declining 17%-1.5% of Date cutif no resids yr bumps to $20K/$40K.)
(F3-G3).IATSE $0.
RB/AM/TAM). WGA
before dates Product prior to 2008/09
Defn (for A7-K7 below): alt: “Hitchcock”= 120% offs apply in I2-I6, or Agt. (but see H3 note):
AFM BC-Deriv is Deriv AM difference pmt; H3 even to theat if eff. date 2% of gross (SAG/
> 12 runs or 5 yrs & nonNM based on a BC show.when
AFTRA alt: Exhibition exhausted of 2008/09 AFTRA, AFM BC 3x).
agt. is cut- Foreign streaming: E3AFM Free TV Deriv is days yr by yr declining
Deriv based on free TV. % of scale. IA,AFM:$0. free TV. off, or none. E6. IA, AFM non-BC:$0.

C7-D8 is like C3-D3 (except AFM BC-Deriv). DGA RB: D3 Same as if made for free

RB. WGA AM: D3 bargain rate (high budget for Deriv. NM,
Def’n of Deriv. NM: specified. Also, low for Orig. NM), prorated for NM<=15 min. WGA C7-D8 &
for
B7-B8
(but
DGA, WGA, IA: NM
not E7-E8), barg K7 residuals are aggregate, not per writer. SAG/AFTRA RB: for
based on TV. SAG: &
history varies Deriv NM: C3 resid ceiling for source program, prorated; for
th. & HV, delete BC. among unions. Orig NM: C3 resid ceiling (if NM < half hr use prorated half hr
AFTRA=SAG but no IA, AFM Orig, ceiling; else closest <= NM length). E7-E8 = B7-B8. AFM BCth. AFM: free TV, BC. AFM Free TV Deriv: 100% (for C7) or 75%-5% (for C8) of AFTRA program
fee. DGA, WGA, AFM BC-Deriv: PT runs of NM<=15 mins
8
treated as non-PT. IA, AFM Orig, AFM Free TV Deriv: $0.
Original NM Deriv: $0.
9

TV). DGA: if

days or 1 yr. SAG/
AFTRA dom after initial release is SAG/AFTRA: <= 4
same: 6% GR; & on pay TV, GR
performers: 1.5% of
2nd svc. 6% GR. brk can trigger.
GR times no. of
Foreign svc 2% GR AFM: $0 in
(SAG/AFTRA 3x) F4-G4.
performers. Applies

Same as if made

TV (F3-G3); except AFM for free TV (H3);
BC-Derivative NM: pay TV except AFM BCDerivative NM:
3.6% of gross; HV 3.6%
3.6% of gross.
(of 20%) of gross. Defn
(for 8A-8K): Original NM IATSE, AFM
is NM other than Experi- Orig, AFM Free
mental NM or Deriv. NM. TV Deriv: $0.

26 wk. free win. then 1.2% 13 wk free win; then two 26of GR (SAG/AFTRA, AFM wk wins. @ {{3.5% (was 3%)
BC-Deriv. 3x; IATSE 4.5x, of {DGA,WGA: RB/AMst(C7other AFM 1%). No resids C8)},{AFM BC-Deriv: 1 TV
if {for Orig. NM, budget <= replay fee}}; {SAG/AFTRA:
$25K/min.}; or {for Orig. $20-$25/actor}} ea win; & (1
NM or Deriv. NM except yr after free win ends) 2% GR
AFM BC-Deriv} if {IA: < 2 (SAG/AFTRA, AFM BC-Deriv
IA crew}or{IA, other AFM: 3x). IA,AFM Free TV Deriv:0
No residuals.
1st release is consumer paid}.

Optional coverage. Defn: (a) budget ≤ $15K/min. & $300K/episode & $500K/order and (b) no DGA prior e/ee; no prof’l wtr; no covered performer; < 4 experienced crew; or < 2 active AFM musicians.

Omits many exceptions/SLs & most pilots, promo launch period, CW, MyNetworkTV, holiday program exhib. days, 1st season, initial mkt ≠ made-for, script publ fee, supersize TV, clips, foreign, non-English, remakes, animation, separated rights & similar, DGA series
bonus, music reuse, theme music, S/T, serials, waivers, low budget, SAG OPO, arb decns, SAG/AFTRA BG/extras, barg. hist, P&H, proration, IACF, AICF, commissions, interest & pmt dates, & allocations. RB/AM/TAC/TAM are per person; GR % are aggregate.

RESIDUALS SUMMARY CHART – PAGE 2 – REFERENCE SOURCES – © JONATHAN HANDEL (ok to copy or email without alteration)
12/16/13 Residuals chart v. 33.doc Available from jhandel.com & jhandel@att.net. Chart is unofficial and is for convenience only. For definitive information, refer to union/guild agreements, bargaining history, arbitration decisions and experienced advisers.
I/J
E
B
C
D
F/G
H
K
A1
New Media Foreign

Reused in:

Made for:
2
Theatrical

Theatrical

Free TV Network
Primetime

Free TV Supplemental Mkts.
Syndication or (Free TV; BC; & AdStreaming
Pay TV
Home Video
Non-Primetime Supported
of TV/HV Product) (&some in-flight)

BA 18-101, BA 18-101,
102, 104. MBA
102, 103.
MBA 51.C.1. 51.C.1.b, SL to
a. CBA 5.2.A Art. 51. CBA
(1), E(1), (2). 5.2.A(2), E(1),
BA 11-101(b) BA 11-101(b)(2)-(4),
(3). TVA 20.1.
TVA 20.1.
24-301,
SLs
10
&
12.
(1)(i). MBA
BA 11-102.
Netcode Ex. D Netcode Ex. D
15.B.1.a, b(1), MBA 15.B.1.a, b.(1),
§ 3.A, 4.A, B. § 3.A, 4.A, B.
(2)(a), (d), (3). (2)(c), (d), (3), SLs 1 MBA 15.B.2.
IATSE BA
DGA & WGA & 2 to Art. 15.B.1.b. TVA 18(c)(1)-(4). IATSE BA
2011 MOUs. (2)(c). TVA 18(a), Netcode Ex. A § XXVIII(b)(1). XXVIII(b)(2).
TVA 18(a), (b) (b)(2), (3), (4), SLs B,
AFM Theatr. AFM Theatr.
(1), (3), (4). Ne- B-1 & B-2. Netcode 3. AFM:?
16(b)(i) & TV 16(b)(1) & TV
tcode Ex. A § 3. Ex. A § 3.
14(b)(1).
14(b)(i).

BA 19-101 to 104. MBA 15.A.2, 3 (preamble),
3.a, b. CBA 5.A. IATSE BA XIX(b)(1)-(3).
No residuals.
AFM Theatrical 15(b)(i)(1) & (2).

Domestic
Basic Cable

Consumer Paid
eRental
EST

BA 18-102 (2nd to BA NM BA NM
last para). MBA 58. Reuse SL Reuse SL
CBA 5.A (implicit).
1, 5. MBA 2, 5. MBA
IATSE ? AFM ?

New Media –
Ad-Supported

(except foreign
streaming of TV/HV)

NM Reuse SL: BA SL 3.B,
5. MBA SL 2.a, 3.a. CBA/
TVA SL 2.D, 4.A. IA SL 2,
3.a. AFM SL 2, 3(a).

same SL same SL
BA NM Reuse SL 3.
1.a, 3.a, 5. 1.b, 3.a, 5
BA 11-108.
A, 5. MBA same SL
CBA/
(& arb
MBA 58.
2.b, 3.a. CBA/ TVA
TVA
decn).CBA same SL 2.A, B, 4.A.
TVA 18.1(a).
same SL /TVA
Netcode Ex. A same
Netcode Ex. A
1.A, 4.A. same SL SL 2.A, B, 5.A. AFM
§ 3.
Netcode 1.B, 4.A. same SL 4(2). AFM
Ex. A
Netcode BC Ex. B NM Reuse
4
BA 20-100, 400, BA 20-100,
BA 20-803. BA 20-801. MBA App. B § G.1. TVA
Pay TV
same SL Ex. A
600, 804, SL 7. 400, 700, SL 7.
SL 2.A.
MBA App. 78(d)(1). Netcode Ex. E § 4.A. (Applicability
MBA App. B § MBA App. B § BA 20-802.
1.A, 5.A. same SL Finding the NM SLs:
D.2, 3.a, G.4.
B § G.2.
of TVA and Netcode provisions to reuse in
IATSE
1.B, 5.A. DGA, WGA: 2008
TVA 78(c)(1)a)- D.2, 3.b. TVA MBA App. B §
TVA 78(d) foreign (i.e., E4-E5) is implicit.) AFM made
c), 78(d)(5). Net- 78(c)(2)a)-c).
same SL IATSE
G.3.
TVA
Agt. AFTRA Netcode
code Ex. E § 2.B, Netcode Ex. E
(3). Netcode for pay TV: AFM Basic Cable 17.D.2 (&
1.a, 3.a. same SL (front of book): 2007
3.A(1), 4.E. AFM §2.B,3.B(1).AF 78(d)(4).
Ex. E § 4.C. AFM Theatrical 15). AFM made for home
1.b, 3.a. Netcode. AFM NM
BC 17.E.2.
M BC 17.C.3.b. Netcode Ex. E § AFM
5
AFM
TV
II.
same
SL
AFM same SLs to BC Agt. (aka
See
F4-G4
for
DGA,
SAG,
video:
AFM
Theatrical
16(b)(i)(17)-(19)
and
4.D.
Home Video
AFTRA.
15(b)(17)(i). AFM TV 14(b)(i)(18).
4(1)(a), SL 4(1)(b), AFM BC Ex. B) draft
MBA App. B § C.2, 3, G.4.
4(3)(a). 4(3)(a).
in process. Other NM
6
Basic Cable
BA
23-104(f).
BA 23-104(a).
SLs: see 2008 or 2009
BA 23-104(b)AFM
BC
AFM
BC
BA 23-104(f). MBA
BA 23-104(f). MBA
MBA App. C § Ex. B
MOUs/MOAs. All:
(e). MBA App. MBA App. C §
App. C § 2(b)(1), (2).
Ex.
B
AFTRA: four
C § 2 (b)(1), (2). 2(b)(1), (2). SAG App. C § 2(b)(1), (2). 2(b)(1)-(3). SAG same SL § same SL § see also latest
SAG Basic Cable 1.
template agts
SAG BC 1. AFM ?
MOUs/MOAs.
AFM (re BC to theat): ? SAG BC 5-8.
BC 1.
BC 3.
1A.
1B.
(not shown).
7
Derivative
BA Made for NM SL E.1.e.(2). MBA same SL BA Made for NM SL E.1.a, d BA Made for NM SL E.1. a-c
BA Made for NM SL E.1.e.(1).
NM Reuse SL 5). MBA (& NM Reuse SL 5). MBA
2.b.(4)(e)(ii). CBA/TVA same SL B.3(e)(ii). (&
New Media
MBA same SL 2. b.(4)(e)(I).
same SL 2.b.(4)(a)-(c).
same SL 2.b.(4)(a), (d).
Netcode Ex. A NM Reuse SL 4.A(5)(a)(ii). CBA/TVA same SL B.3(a), CBA/TVA same SL B. 3(a)-(c)
CBA/TVA same SL B.3(e)(i).
IATSE BA Made for NM SL F(2). AFM same (d) (& NM Reuse SL 4.A). (& NM Reuse SL 4.A). Netcode
Netcode Ex. A NM Reuse SL
SL F(2). AFM BC Ex. B § A(5)(b) (& Netcode Ex. A NM Reuse SL 4.A(4), Ex. A NM Reuse SL 4.A(1)-(3),
4.A(5)(a)(i). AFM BC Ex. B §
Not
Ex. D § 3(A)(1)). IATSE and AFM (except 5.A. IA BA Made for NM SL 5.A. IATSE BA Made for NM
A(5)(a)
(also
Netcode
(d). AFM same SL SL F(1)(a), (b)(i). AFM same
AFM BC-Deriv) apply only to pay TV and HV F(1)(c),
explicitly
F(1)(b)-(d). AFM BC Ex. B SL F(1)(a), (b)(i). AFM BC Ex.
2(A)(2)(a)(i), 73).
Not explicitly (F7-G7), not BC (H7).
B same SL A(1)-(3).
same SL A(1), (4).
specified.
8
specified. See
BA
Made
for
NM
SL
Original New
See
BA Made for NM SL provisions listed BA Made for NM SL E.2.c(2). MBA E.2.a, b (& NM Reuse SL BA Made for NM SL
E.2.a. MBA same SL
Media
provisions E.2.c(1). MBA same SL
Made for NM SL 3.b.(4)(c)(i). 5). MBA same SL
in C7-D8.
3.b.(4)(a). CBA/TVA
listed in
3.b.(4)(a), (b). CBA/
3.b.(4)(c)(i).
CBA/TVA
CBA/TVA same SL D.3(c)(ii). Netcode TVA same SL D.3(a), (b) same SL D.3(a). NetC7-D8.
same SL D.3(c)(i). Netcode
Ex. A NM Reuse SL 4.B(3)(b). IATSE (& NM Reuse SL 4.A). code Ex. A NM Reuse
Ex. A NM Reuse SL
SL 4.B(1). IATSE BA
BA Made for NM SL F(2). AFM same Netcode Ex. A NM
Reuse SL 4.B(2). IA BA
4.B(3)(a).
SL F(2). IATSE and AFM apply only to Made for NM SL F(1)(a), Made for NM SL
F(1)(a), (b)(i). AFM
(b)(ii), (c), (d). AFM
pay TV and HV (F8-G8), not BC (H8).
same SL F(1).
same SL F(1).
9
§ or ¶ of Made for NM SL, as follows: BA SL § B. MBA SL § 1. CBA/TVA SL § C. Netcode Ex. A SL § C. IATSE BA SL ¶ B. AFM SL ¶ 6(B).
Experim. NM
3

Free TV (all)

BA 11-201.
MBA
15.B.13.a-c.
TVA 19(a)(c). Netcode
Ex. A § 3.
AFM TV II.
15(b)(17)(i).

Th=theatrical. PT=primetime. BC=basic cable. NM=New Media. GR=gross. Alt=alternate. Agt =Agreement. BA=DGA Basic Agt. MBA=WGA Basic Agt. CBA=SAG Codified Basic Agt. TVA=SAG TV Agt. Netcode=AFTRA
Network Code. IATSE BA = IA Basic Agt. Ex. A usu. = Netcode Ex. A. SL/SLs=Sideletter(s). “Art.,” “Sec.” and “Para.” usu. omitted. § or ¶ is in an Ex., App. or Sch. “NM Reuse” aka “NM Exhibition.” Bio at jhandel.com.

Books: Entertainment Residuals: A Full Color Guide / Entertainment Unions and Guilds: An Interdisciplinary Bibliography / Hollywood on Strike! / The NZ Hobbit Crisis. Articles: THRlabor.com.



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