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Four Year Investment for Organisations (Stage 2)

Enabling organisations to plan with longer-term certainty and increase capacity to leverage other support.

Please note: Stage 2 applications will only be accepted from organisations that were offered an invitation after approval of their EOI at the first stage. We notified EOI applicants via email on Monday 29 May 2023. The email was sent to the primary contact listed on each application. Please check your junk email folder or contact the Multi-Year Investment team to discuss.


 

Context for 2025-28

Since the last cycle of four year investment was implemented, organisations in the arts and cultural sector were impacted by events that have significantly disrupted their operations and sustainability. The livelihood and well-being of artists, creatives and those working in the sector to support them were also impacted. The effects of this were experienced in different ways across the country.

The Australia Council acknowledges that the ramifications of these events are ongoing.

We anticipate that artists and creatives, management, and boards of organisations will develop artistic visions and plans that while forward looking, will take into account the very different operating environment likely to be experienced over the next few years.

We welcome and strongly encourage you to contact us to discuss your application in the context of your particular circumstances.

We also offer the following additional resources to these guidelines:

  • frequently asked questions
  • general feedback to declined EOI applicants
  • links to services that offer free, confidential support (found below)
  • our guide to refreshing your strategic plan.

Guidelines

Four Year Investment provides multi-year investment for arts and cultural organisations. This will enable organisations to plan with longer-term certainty and increase their capacity to leverage other support and collaborations.

Organisations must demonstrate a high degree of artistic achievement, along with a compelling four year vision for the period 2025-2028. To be competitive, organisations will also need to show they are well governed, effectively managed, and generate diverse income streams.

It is the intention of this category to invest in organisations that are part of the small to medium arts and cultural sector. Large, well-resourced organisations or institutions seeking investment in multi-year arts programs may not be considered a priority for investment in this category.

Four Year Investment for Organisations is a two-stage process. Stage one was an expression of interest (EOI). If an organisation was successful in its first stage expression of interest, it has been invited to make a full Stage 2 application for assessment.

Investment for organisations approved after Stage 2 assessment will support activities from 1 January 2025 to 31 December 2028.

The minimum eligible grant request for this program is $100,000 per year, over the four year investment period ($400,000 in total). The maximum eligible grant request is $520,000 per year over the four year investment period ($2,080,000 in total).

The revised cap of $520,000 per year acknowledges partial indexation that has been applied across the 2021-2024 investment cycle.

The application process for Four Year Investment for Organisations involves two stages.

Stage 1: Expressions of interest (EOI) have closed.

Stage 2: Full applications for organisations successful at Stage 1 only

  • applications open from May 2023
  • applications close 3pm AEST on Tuesday 1 August 2023
  • applicants notified by December 2023

Who can submit an application

Stage 2 applications will only be accepted from organisations that were offered an invitation after approval of their EOI at the first stage.

We accept applications from invited organisations that develop, create and/or present artistic programs.

The Australia Council requires that organisations be registered under Australian law (for example, incorporated association or company limited by guarantee) or created by law (for example, a government statutory authority).

  • Organisations that are not legally constituted are not eligible to apply.
  • Organisations that are registered as Trusts are not eligible to apply.

Organisations may be required to provide a certificate of incorporation or evidence of their current legal status.

It is the intention of this category to invest in organisations that are part of the small to medium arts and cultural sector. Large, well-resourced organisations or institutions seeking investment in multi-year arts programs may not be considered a priority for investment in this category.

Who can’t submit an application:

You can’t submit an application if:

  • you were not invited to apply
  • you have an overdue grant report
  • you have overdue Multi-Year Investment reporting
  • you owe money to the Australia Council
  • your organisation is not registered in Australia
  • you are an individual or group
  • your organisation is registered as a Trust.

What you can’t submit an application for

You can’t submit an application for the following activities:

  • activities that do not involve or benefit Australian practicing artists, arts professionals, audiences or communities
  • activities that do not have a clearly defined arts or cultural component
  • activities that have already taken place
  • activities engaging with First Nations content, artists and communities that do not adhere to the Australia Council First Nations Cultural & Intellectual Property Protocols.

Your application must comply with the following Protocols. We may contact you to request further information during the assessment process, or if successful, as a condition of your funding.

Protocols for using First Nations Cultural and Intellectual Property in the Arts

All applications involving First Nations artists, communities or subject matter must adhere to these Protocols, provide evidence of this in their application and support material. More information on the First Nations Protocols is available here.

Commonwealth Child Safe Framework

All successful applicants are required to comply with all Australian law relating to employing or engaging people who work or volunteer with children, including working with children checks and mandatory reporting. Successful organisations who provide services directly to children, or whose funded activities involve contact with children, will additionally be required to implement the National Principles for Child Safe Organisations.

Your stage 2 application will be assessed by the arts practice panel you selected. If you submitted EOIs to more than one panel, we will specify which panel your EOI has been successful to in your EOI notification email. The arts practice areas are:

  • Community Arts and Cultural Development
  • Dance
  • Emerging and Experimental Arts
  • First Nations arts and culture *
  • Literature
  • Multi-art form
  • Music
  • Theatre
  • Visual Arts.

*Only First Nations organisations with 51% or more First Nations representation in governance and key creatives at the time of submission, can choose to have their EOI reviewed under the First Nations arts practice area. However, First Nations organisations may alternatively choose to have their EOI reviewed under a different arts practice area.

Heads of Practice:

  • Community Arts and Cultural Development & Emerging and Experimental Arts – Zohar Spatz
  • Dance and Multi-art form – Sarah Greentree
  • First Nations arts & culture – Patricia Adjei
  • Literature – Wenona Byrne
  • Music – Kirsty Rivers
  • Theatre – Annette Madden
  • Visual Arts – Mikala Tai

Applications are reviewed by expert industry representatives called Industry Advisors.

Industry Advisors are experts in their field with relevant experience and knowledge of an arts practice or sector. Industry Advisors will make recommendations for the Australia Council to consider when making the final decisions on which organisations to invite to make full applications and invest in for 2025-2028.

  • Applications will be reviewed by Industry Advisors who will make recommendations for us to consider when making the final investment decisions for organisations. The Industry Advisors will review applications under arts practice areas relevant to their knowledge and experience.
  • Industry Advisors will participate in both EOI and Stage 2 reviews.
  • The full list of Industry Advisors will be published on our website following notification of the outcomes of Stage 2.

Further detail on Industry Advice is can be found here.

  • To leverage our sector expertise and position as a national agency, a recalibration was needed of the Four Year Investment program to ensure effective, efficient, and impactful investment.
  • To ensure that our investment in the national landscape is distinct and strategic, we need to take into consideration a range of investments including state and territory investments, the National Performing Arts Partnership Framework (NPAPF) and Visual Arts and Craft Strategy (VACS).
  • We are moving to an Industry Advisor method of assessment so that we can take account of the recommendations of experts in the industry while also taking a strategic overview of the entire national landscape. Industry Advisors will make recommendations after reviewing applications within an arts practice area. We will then consider their recommendations within the context of a national investment portfolio across all art forms.
  • Industry Advisors will be artists, arts/creative industries workers, arts administrators/managers or other people with relevant experience and knowledge of an arts practice or sector.
  • The Industry Advice method of assessment still involves a significant process of review, commentary, and deliberation by external experts. However, it also involves our staff, allowing for greater strategic oversight and greater capacity to shape the investment portfolio to meet the strategic needs of the entire sector.
  • Importantly, this model of assessment and decision-making remains at arm’s-length from government.

Stage 2 applications for Four Year Investment can be submitted through our application management system from June 2023.

You will be asked to provide the following information:

• the arts practice area under which you wish your application to be reviewed

• a brief summary of your organisation, including an outline of your core activity and the role you play in the arts sector (approx. 750 words)

• your organisation’s four year vision for the period 2025-2028 (approx. 500 words)

• a brief summary of your organisation’s key activities over the last five years (approx. 500 words)

• a description of how your organisation is addressing the different operating environment likely to be experienced in 2025-2028 after the disruption of the last 2 years (approx. 500 words)

• a list of key staff in your organisation, with information on their roles and tenure

• the members of your Board or governing committee (to whom the head of your organisation reports), with information on their length of service and the structure and composition of the Board

• whether you report your financial information on a calendar or financial year basis

• a summary of your audited financial information for each of the previous three years, including assets, liabilities, total income and total expenditure

• investment you have received from sources other than the Australia Council in the past three years

• projected high level income and expenditure for the next three years*

o income should include government income (recurrent, project, other), contributed income (philanthropy, sponsorship), earned income (program, non-program related)

o expenditure should include program costs (direct and non-direct), capital expenditure and salaries

*Organisations who report on a calendar year basis: 2023-2025. Organisations who report on a financial year basis: 2022/23-2024/25

• the annual amount of investment you request from the Australia Council Four Year Investment program from 2025-2028. You will have received guidance on this in your invitation letter.

You will be asked to provide the following support material:

1. Artistic Support Material

  • Please provide up to 3 URLs (weblinks) that best demonstrate your organisation’s artistic output. These URLS may include video, audio, images, audio and written material.

2. Audited accounts or equivalent

Please upload your latest three years of your audited accounts or equivalent.

  • Audited Accounts 2020 (or equivalent)
  • Audited Accounts 2021 (or equivalent)
  • Audited Accounts 2022 (or equivalent)

3. Strategic Plan 2025-28

  • a strategic plan that covers the majority of the Four Year Funding contract period from 2025 to 2028, attached as written material.

4. Program of Activity

  • a detailed program of activities for 2024, attached as written material.
  • an outline program of activity for 2025, attached as written material.

5. Support letters

  • You may provide up to 5 support letters for your application to evidence your organisation’s engagement with communities or key partners – these may be included as one of your 3 URLs, as part of your strategic plan, or uploaded as support material.

We will review your application against three assessment criteria listed below.

Under each criterion are bullet points indicating what may be considered when assessing your application. You do not need to respond to every bullet point listed.

1. Quality of artistic or cultural program and strategic plan

We will review your organisation’s artistic program and strategic plan. We may consider your organisation’s track record and vision support:

  • the development of great art, artists and arts workers
  • engaging arts experiences
  • expanding access to arts experiences
  • activity that connects communities
  • creative work that reflects contemporary Australia
  • a dynamic sector that is diverse and inclusive
  • the progression of your artistic ambition over the four year cycle
  • enabling risk taking and experimentation in the realisation of works
  • a vibrant society and culture.

2. Organisational capacity

We will review your organisation’s track record of delivery, and capacity to deliver its vision. We may consider:

  • the experience of the people leading and governing your organisation
  • the financial health of your organisation, including the effective use of resources
  • the diversity and scale of income and co-funding you generate and receive
  • whether your work is supported by meaningful evaluation
  • how you demonstrate cultural competencies and adherence to relevant cultural protocols, particularly if your organisation works with diverse artists, audiences or communities. Where relevant, evidence that the Protocols for First Nations Cultural and Intellectual Property in the Arts have been adhered to
  • factors that have impacted your organisation’s financial health, planning and priorities.

You may wish to refer to our guide on Essential Governance Practices.

3. Alignment with the Strategic Objectives of the Australia Council

We will review how your organisation’s vision aligns with one or more of the strategic objectives in the current Australia Council Corporate Plan 2022-2026. The objectives are:

  • Australians are transformed by arts and creativity – We will enable more opportunities for Australians to be captivated by, and inspired through, experiencing arts and culture.
  • Our arts reflect us – We will support equity of opportunity and access in our creative expression, workforce, leaders and audiences.
  • First Nations arts and culture are cherished – We will build on our long term commitment to First Nations arts and culture, recognising the importance of First Nations peoples’ self-determination, cultural authority and leadership to our collective prosperity.
  • Arts and creativity are thriving – We will support the best circumstances for a thriving arts sector.
  • Arts and creativity are valued – We will increase awareness of the value of public investment in arts and creativity.

Based on the recommendations of Industry Advisors who will review applications in panels for each arts practice area, we will rank the applications from highest to lowest, based on how well each application meets the assessment criteria.

We will consider the arts practice context and analysis of the organisational and financial data provided in each application. Please note: if we have provided investment to your organisation previously, our review will also consider how well you have delivered the activity supported.

We may also consider the spread of organisations across arts practice genres, geography, and communities in prioritising how we rank organisations.

We will only invest in organisations where Industry Advisors have recommended that an application submitted meets the assessment criteria to a high degree.

A recommendation of the mix of organisations to be invested in will be presented to the Board of the Australia Council.

You will be notified of the outcome of your application in December 2023.

Reporting requirements for successful organisations

Organisations applying for Four Year Investment should be aware of the reporting requirements should an application be approved. These are not negotiable and be part of the conditions of the funding agreement, so be sure to include the resources required to do so in your future budget projections.

Organisations receiving Four Year Investment must provide the Australia Council with financial reporting three times a year, as well as annual reports on KPIs and statistical data to receive payments.

You must provide your organisation’s annual financial statements audited in accordance with Australian Auditing Standards by an Approved Auditor, and discloses separately the Four Year Investment funding as both income or unexpended grants. An Approved Auditor means a person who is: (a) registered as a company auditor under the Corporations Act 2001 (Cth), or a member of the Institute of Chartered Accountants in Australia, or of CPA Australia or the National Institute of Accountants; and (b) not a principal, member, shareholder, officer or employee of the Organisation or of a related body corporate as defined in Section 50 of the Corporations Act 2001 (Cth).

The data and outcomes reporting provides Council with valuable information to monitor the performance and activity of each organisation and ensures accountability for the investment of public funds. It also informs research and communication by Council, allowing us to demonstrate the impact of our funded organisations.

Remember: if you or someone you care about is in crisis or at immediate risk, dial 000.

You can also find support at a number of free helplines:

Frequently asked questions

Types of organisations we can support include incorporated associations, companies limited by guarantee or government statutory authorities. Organisations may be required to provide a certificate of incorporation or evidence of their current legal status.

No, only organisations that are registered under Australian law can apply. Further detail on who can apply to the Four Year Investment program is available on our website.

Yes, if you can demonstrate that:

  • the funding will support activities with a clearly defined arts component
  • there is a compelling financial rationale for subsidising these activities
  • none of the Australia Council funds will be distributed to shareholders.

Further detail on who can apply to the Four Year Investment program is available on our website.

It is the intention of this category to invest in organisations where the artistic activities funded through four year investment make up the majority of the organisation’s program. This is typically organisations that operate as small to medium enterprises. Large, well-resourced organisations or institutions seeking investment in multi-year arts programs may not be considered a priority for investment in this category.

  • As a FYIO you are not eligible to apply for the Arts Projects for Organisations category.
  • You are eligible to apply for government programs like Playing Australia, except if you are in receipt of Multi Year Playing Australia investment.
  • Other applications you submit to the Australia Council will need to demonstrate the activities are outside the scope of your Four Year Investment application or agreement.
  • Eligibility for other investment opportunities will be advised on a case by case basis as they arise.

Yes. You will need to demonstrate that your organisation generates diverse income streams; however, those income streams can come from any source.

Further details on who can apply to the Four Year Investment program is available on our website.

Trustee companies and Trusts are not eligible to apply.

If you have an overdue acquittal or outstanding reporting for any current Multi-Year Funding for Organisations, you may be ineligible to submit an application to Stage 2.

Yes, if your organisation is registered under, or by, Australian law. If you do not have a board or governing committee, you will need to explain what mechanisms you do have in place to oversee the effective management and sustainability of your organisation.

Yes, you will need to select from the following arts practices, in accordance with your EOI:

Community Arts and Cultural Development; Dance; Emerging and Experimental Arts; First Nations arts and culture; Literature; Multi-arts; Music; Theatre; Visual Arts.

If you submitted more than one EOI, and you have been invited to submit a full application at Stage 2, you will have been advised under which arts practice area we will accept the Stage 2 application. Only one invitation at Stage 2 will be offered .

  • Applicants will be advised of the outcome of their Stage 2 application by December 2023
  • Key dates for the Four Year Investment program are available on our website.

Strategic plans will form part of the Stage 2 application, closing in August 2023. Your strategic plan should ideally cover all (or a significant portion) of the period 2025–2028.

  • Please upload your Strategic Plan with your support material.

 

 

No, arts organisations do not need to have a national reach, they may work at any scale. However, arts organisations must be able demonstrate the quality of their artistic program and that their work is recognised nationally as an exemplar of its kind.

This means an organisation may present its artistic program for a local community or region but that the work is considered as being of high quality by peers in other parts of their arts sector or the broader community in Australia or internationally.

  • You can apply for a minimum of $100,000 per year ($400,000 over the four years) up to a maximum of $520,000 per year ($2,080,000 over the four years).
  • In your notification email you will have been advised on the investment level you may apply for in your Stage 2 application. This may be higher or lower than the amount requested in your EOI.

The level of funding for Four Year Investment and for Delivery Partners for services will remain at around $28 million per year. At this stage, we do not anticipate the overall budget allocation for Four Year Investment and Delivery Partners will change significantly.

  • There is no set amount to award by State or Territory.
  • The amount of funding available for each artform will be informed by an analysis of the funding requests for the Four Year Investment program and for the other investment programs we offer.
  • We aim to ensure Council’s investment reflects where each artform needs it most, whether that is for individuals and groups, or project/multi-year year funding for organisations.
  • Applications will be reviewed by Industry Advisors who will make recommendations for Council to consider when making the final investment decisions for organisations. The Industry Advisors will review applications under arts practice areas relevant to their knowledge and experience.
  • Industry Advisors are participating in both EOI and Stage 2 reviews. We will endeavour to engage a portion of Industry Advisors to review across both stages, however this information will not be made public.
  • The full list of industry Advisors will be published on our website following notification of the outcomes of Stage 2.
  • Further detail on Industry Advice is available in the guidelines on the Australia Council website.
  • To leverage our sector expertise and position as a national agency, a recalibration was needed of the Four Year Investment program to ensure effective, efficient, and impactful investment.
  • To ensure that our investment in the national landscape is distinct and strategic, we need to take into consideration a range of investments including state and territory investments, the National Performing Arts Partnership Framework (NPAPF) and Visual Arts and Craft Strategy (VACS).
  • We are moving to an Industry Advisor method of assessment so that we can take account of the recommendations of experts in the industry while also taking a strategic overview of the entire national landscape. Industry Advisors will make recommendations after reviewing applications within an arts practice area. The Australia Council will then consider their recommendations within the context of a national investment portfolio across all art forms.
  • Industry Advisors will be artists, arts/creative industries workers, arts administrators/managers or other people with relevant experience and knowledge of an arts practice or sector.
  • The Industry Advice method of assessment still involves a significant process of review, commentary, and deliberation by external experts. However, it also involves Australia Council staff allowing for greater strategic oversight and greater capacity to shape the investment portfolio to meet the strategic needs of the entire sector.
  • Importantly, this model of assessment and decision-making remains at arm’s length from government.
  • Only the most competitive organisations will be invited to submit a full application.
  • There will be a smaller number of organisations invited to submit a full application at Stage 2; so consequently, the success rate will be higher at this stage than at EOI stage
  • The success rate is dependent on the number of applications, the size of the grant requests, and the overall budget available.

Will the Visual Arts and Craft Strategy (VACS) be part of the FYI process?

VACS Leadership Organisations are assessed separately to the Four Year Investment process.

  • The template for the Stage 2 application will be similar to the EOI. You may replicate or update information provided in your EOI, including financial information. You will also be asked to attach a strategic plan and more recently audited accounts.

Your four year vision should ideally cover all (or a significant portion) of the period 2025–2028.

Your strategic plan should ideally cover all (or a significant portion) of the period 2025–2028.

  • Please upload your Strategic Plan with your support material.

The stage 2 application asks for the following information:

  • projected financial information for the next three years entered into a budget template, i.e., 2023/24, 2024/25, 2025/26.
  • your audited figures for 2020/2021, 2021-2022, 2022-2023 (unaudited year end actuals)

The stage 2 application asks for the following information:

  • projected financial information for the next three years entered into a budget template, i.e.,2024, 2025, 2026.
  • your audited figures for 2020, 2021, 2022

You need to provide:

  • a data summary of your balance sheet for the previous three years
  • a list of funding from sources other than the Australia Council in the previous three years.
  • Yes, please be sure to include the relevant support material and data with your application, so Industry Advisors can assess your application
  • You can use the certified accounts that you do produce to complete the financial data in the EOI, and you can attach these accounts as support material.
  • If you are approved for Four Year Investment you will be required to provide us with audited accounts as part of your regular reporting, so be sure to include the resources required to do so your future budget projections.

Yes. Please provide your organisation’s audited or equivalent financial data, and the forward projections for your whole organisation.

This situation is probably the case for larger institutions like universities, local governments, or major galleries. Please note also that under new Four Year Investment guidelines our intention is to fund organisations that make up the small to medium arts sector. Applications from large, well-resourced organisations or institutions may not be a priority.

You will need to provide past audited financial data and accounts for your whole organisation. However, we may give you an exemption to provide forward projections that relate to your program or business unit only.

  • The only support material we will accept after the Stage 2 closing date is audited accounts for the 2022/23 financial year.
  • If you need to submit these accounts after the closing date, please send them to myi@creative.gov.au. Be sure to include your application reference number in the email.Please note: late support material is not distributed to Industry Advisors with your application. We make a note of it on file and bring it to the attention of Industry Advisors at our discretion.

Although letters of support are not specifically asked for, you may supply them if you wish. You can include up to five letters of support, with each letter not exceeding one A4 page.

We encourage you to use one of the three URLs allocated for Artistic Support Material to supply letters of support, but if you prefer you can upload a PDF document in the ‘uploaded support material’ section of the online form instead.

  • You will not be penalised for providing additional support material beyond the recommended limit of 3 URLs, but we do advise against overwhelming the assessors with material. Make the selection that best demonstrates the quality of your organisation’s artistic output.

You need to provide:

  • a data summary of your balance sheet for the previous three years
  • a list of funding from sources other than the Australia Council in the previous three years.

In the application form we have requested information on the demographic characteristics and tenure of key staff and board members. This assists in our review of applications to understand the diversity and experience of key staff and board members. This is in alignment with our corporate objective that Australian arts organisations reflect the communities which they serve.

This data is used in accordance with our privacy policy.

You need a director identification number (director ID) if you’re a director of a company, registered Australian body, registered foreign company or Aboriginal and Torres Strait Islander corporation. Refer to the ABRS website for detailed information on why this is required.

This data is used in accordance with our privacy policy.

The remuneration matrix is to assist us to clearly see remuneration (excluding superannuation) of all people working within your organisation currently and proposed in the first year of Four Year Investment 25-28.

This data is used in accordance with our privacy policy.

Yes. All organisations, including those currently in receipt of Four Year Funding, will need to submit an application?

Find a list of the current Four Year Funded organisations here.

  • There will be no transitional funding offered to organisations currently in receipt of Four Year Funding if their request for investment in 2025-2028 is declined.
  • The two-stage process aims to maximise the notice period for all organisations. If you are declined at the EOI stage, we aim to give your organisation 18 months’ notice, and at least 12 months’ notice if you are declined at Stage 2.
  • The Australia Council is committed to working closely with organisations around the impact of the EOI/ Stage 2 outcomes. However, this does not include any transitional funding support.

The Australia Council will be in close contact with each State and Territory funding agency throughout the Four Year Investment process.

Yes, please be sure to include the relevant support material and data with your application, so Industry Advisors can review your application.