Web viewGrant application form BDP - V1 2018.docx1 of 11. ... Once the application form is...

You are not eligible for support from the Business Growth Programme if your business has not been trading for a minimum of 6 months, does not come under the European definition of an SME and is generating less than 80% of its turnover from business-to-business activity.

There are 4 programmes of support within the BGP and you can only apply for assistance from .ONE. of them. You must be certain, therefore, that your business requires assistance from the Business Development Programme before completing this application form.

.GRANT APPLICATION FORM.

This application form must be completed by a person legally responsible for the business identified as the ‘Applicant’ in Section 1 of the application form.

.COMPLETION OF THE BDP APPLICATION FORM.

a) The Programme Criteria, Grant Application Guidance Notes and Processes should be referred to as indicated throughout the application form to assist in completing it.

b) To access all linked documents in the form (shown in underlined blue text), hover your curser over the link and select Ctrl + click.

c) The application form is macro-enabled. All light grey shaded fields must be completed. Incomplete forms will be rejected. The Application Form must not be altered, converted or saved as a different version of Microsoft Word. Illustrations and graphics cannot be included in the Application Form.

d) Once the application form is completed, it must be saved as word format: .doc or .docx.

e) Your signed application and all supporting documentation requested in Section 14 should be submitted in electronic format only to [email protected]. Scanned copies of documentation are acceptable.

f) When submitting your application, only include documentation which has been requested in Section 14. 10

Official Use only: Summary of funding request for BDP Business Name: Click Here To Enter TextTotal project cost 0£0 Grant request £0 New jobs to be created 0Private sector Investment 0£0 Match funding in place Error: Reference source not found

.PRIVATE AND CONFIDENTIAL.

©Business Development and Innovation Team June 2016document.docxx 1 of 11

mailto:[email protected]

1. Business Details

Business Name Click Here To Enter TextCompany Registration Number

00000000Date company began trading

DD/MM/YYYY

VAT Number GB000000000 SIC Code 000000Business Sector Select the most suitable from the list

only:Number of full time staff

0 Number of part time staff 0

Project DetailNew jobs to be created 0 Match funding in place Select from list

only:Total project cost 0£0 Grant request £0Project start date DD/MM/YYYY Project end date DD/MM/YYYY

Applicant contact detailsFirst Name Click Here To Enter Text Last name Click Here To Enter TextPosition Select from list only:Trading Address

Click Here To Enter Text

City Click here to enter text Postcode CLICK HERE TO ENTER TEXT

Email click here to enter text Web address click here to enter text

Tel: Office 00000000000 Mobile 00000000000

RegisteredAddress if different from above

Click Here To Enter Text

LEP Area Select from list only:Which Authority do you pay your business rates to: Select LEP Area from above

i. Are you related to, or do you have a relationship with, any officers working for the programme funders, the Department of Communities & Local Government?

ii. Are you related to, or do you have a relationship with, any officers working for the LEP areas involved in the delivery of this programme?

iii. Are you related to, or do you have a relationship with, any officers and members working for Birmingham City Council?

iv. Has the applicant business named above ever been issued with or been subject to administration, liquidation or bankruptcy proceedings?

v. Have any Partners or Directors of the business ever had any County Court Judgments served against them?


Yes No

Yes No

Yes No

Yes No

Yes No

vi. Have any Partners or Directors of the business ever been adjudged bankrupt or been a Partner, Proprietor or Director of a company which has gone into liquidation or receivership?

vii. Have you applied for or received funding from any previous Birmingham City Council, Stoke-on-Trent and Staffordshire or the Marches business programmes?

viii. Have you had any grant application withdrawn or declined in the past three years?

ix. Have you used a paid consultant or a third party to complete this application form?

If the answer is "Yes" to any of questions i.-ix. above, please provide full details in the box below. If you have used a paid consultant or third party to complete this form, please provide details including name, contact details and their role relating to this project.

Click here to enter text

NB: Answering ‘Yes’ to any of these questions will not necessarily mean your application will be declined.

2. BUSINESS OWNERSHIP (Refer to the Guidance Notes)

i. Is your business owned by another company or combination of companies? Select from list:

ii. If the answer to i. is Yes, does the other company or combination of companies own more than 25% of your business? Select from list:

Please complete the OJEU SME Declaration Form for all companies within the group. (Refer to the Guidance Notes for the location of the form.) The form should be printed off and completed by hand, signed, scanned and submitted along with all other documentation listed in the checklist at the end of this application form.

iii. State your annual turnover figure £0

iv. State your annual balance sheet figure £0

3. BUSINESS BACKGROUND

Boxes will expand as you type. Do not alter the typeface.

i) Provide a brief history of the business since it started (maximum 400 words). (Refer to the Guidance Notes)


ii) What type of work do you undertake including details of any specialist or niche product/service or any own brand/designs?


iii) Please provide details of your current markets.Click here to enter text


Yes No

Yes No

Yes No

Yes No

iv) Give the names only of your 3 main existing customers.Click here to enter text

v) How do you currently market your business?Click here to enter text

4. PROJECT PROPOSAL

Boxes will expand as you type. Do not alter the typeface.

i) What will the grant assistance be used for?Click here to enter text

ii) Why do you need to undertake the project and what do you expect it to achieve for your business?Click here to enter text

iii) What market research has been undertaken to demonstrate the need for the project?Click here to enter text

iv) Why do you need grant funding to deliver this project?Click here to enter text

v) What impact will this project have on the growth of your business? (For instance, increased turnover, profit, new products and market opportunities, potential new contracts and employment growth.)


vi) State the anticipated start and end dates for the project. (Refer to the Guidance Notes)

Start date: DD/MM/YYYY End date DD/MM/YYYY

vii) Who within your business will be responsible for the management and delivery of the project and what is their position in the business?

Name Position

Click here to enter text Click here to enter text

5. BUSINESS RELOCATION/EXPANSION

Complete this section ONLY if your project involves relocating to new, or expanding into additional, premises.

i) Does your project involve:Relocating to new premises?

Expanding into additional premises?

ii) Premises details (Refer to the Guidance Notes)

Current premises New/additional premises


Full address including postcode

Click To Enter Text Click To Enter Text

Internal site area (sq m/ft) Click To Enter Text Click To Enter Text

Leasehold:Length of lease 0 Years 0 Years

Lease date From DD/MM/YYYY To DD/MM/YYYY From DD/MM/YYYY To DD/MM/YYYY

iii) What date do you anticipate moving into the new premises? DD/MM/YYYY

6. PROJECT COSTS

i) Procurement (Refer to the Guidance Notes).

ii) Suppliers (Refer to the Guidance Notes).

iii) Provide a detailed breakdown of project costs as per the following categories of spend (refer to the Guidance Notes):- The grant is part funded by ERDF.- Your project costs must be for a minimum of £20k to qualify for a grant payment of £10k.- The maximum grant payable on BDP projects is £20k.- The maximum level of grant awarded will be between 50-60% of eligible costs.- VAT is not claimable on grants.

If the project has more expenditure items than the rows in the tables below, please consolidate items on to one row.

Expenditure itemCost of Item (excluding

VAT)Supplier name Reason for selection

Capital EquipmentClick To Enter Text £0 Click To Enter Supplier Click To Enter Reason

Click To Enter Text £0 Click To Enter Supplier Click To Enter Reason









Sub Total £0

Relocation/ExpansionClick To Enter Text £0 Click To Enter Supplier Click To Enter Reason











Sub Total £0

Market DevelopmentClick To Enter Text £0 Click To Enter Supplier Click To Enter Reason










Sub Total £0

Coaching and Mentoring - this category is no longer eligible spend under BGP.

Total Project Costs £0

iv) Refer to the Guidance Notes to determine if your business is located in a More Developed Area or a Transitional Area.

I confirm the business is located in a: up to 50%

up to 60%

v) Complete the following table for the amount of grant requested:

Amount of grant requested (50 or 60% of project costs, maximum £20,000) £0

Total project costs 0£0

Match funding total £0

vi) Confirm the source of match funding (ie owner's investment, company funds, bank loan, other grant funding). (Refer to the Guidance Notes)


More Developed Area

Transitional Area

Match funding source Amount Is funding secured? If no, when is it expected to be secured?

Click here to enter text £0 Click here to enter text



7. PROJECT IMPACT - JOBS CREATED (Refer to the Guidance Notes)

i) List full time equivalent jobs (lasting 1 year or more) that the project will create within 7 months from the date of the acceptance of the funding offer.

Job Title Annual Salary Skill Level Hours

(hh.mm)Date Job

Commences

Click To Enter Text £0.00 Select from the list only: 00.00 12/1980




Please note that the number of jobs to be created must be linked to the amount of grant being requested. If you are requesting a grant of £10,000, this will require one new job to be created. If the grant request is between £10,001 and £20,000, two new jobs will need to be created.

Not being able to achieve these levels of new jobs against the grant requested will lead to the grant being reduced to the above mentioned levels.

A payroll printout or HR records should be submitted with the application form to evidence the number of direct* employees in your business before your project is undertaken. Once the BDP project has been completed, you will be asked for Contracts of Employment for new employees and an updated payroll printout to evidence the increase in net new jobs.

*direct employees exclude any self-employed, sub-contracted, agency staff, apprentices, graduate placements, or any zero hour contracted staff.

Any new jobs created as a result of the project, should not include any of the job categories listed above, as they will be ineligible.

8. EXISTING FINANCIAL SUMMARY

i) Please provide full details of any existing bank loans or overdraft facilities including current balance. (If you do not have any bank loans or overdraft facilities, state None.)


ii) You will need to provide copies of your last 2 years full accounts as part of this application. Where the last set of accounts is more than 6 months old, you will also need to provide a set of management accounts up to present day for the period not detailed in the accounts provided.


Yes No

Yes No

Yes No

9. STATE AID ASSISTANCE (Refer to the Guidance Notes)

Amount of aid received from public sources in this financial year and the two previous financial years

Month and year aid was granted

Value of the aid

From which body or under

which scheme?

What activity or item was the aid

given for?

How many job outputs

were achieved

?

Was it under a notified scheme (de

minimis) or block exemption (GBER)?

12/1980 £0 Click To Enter Text Click To Enter Text 0 Select from list only:




Total £0

10. DECLARATION

I declare that the information I have provided in this application and all the enclosures is true and accurate. I understand that any financial assistance provided will be repayable on demand or future payments not made if any information provided is found to be untrue, inaccurate and/or fraudulent.

I declare that the amount of aid received from public sources in this financial year and the two previous financial years have been included in this application and in the table above.

I declare that the business meets the definition of an SME for the purpose of this application.

I give permission for the information contained in this form to be shared amongst the partner organisations involved in Birmingham City Council's Business Growth Programme 2016-2018 and, if requested, the Programme funding body, the Department for Communities and Local Government.

Signature (owner or director ONLY):

Date: DD/MM/YYYY

Print name: Click Here To Enter Text Position: Error: Reference source notfound

11. PARTNER ASSISTANCE

This project is being delivered by partners within the Greater Birmingham & Solihull, Stoke-on-Trent & Staffordshire and The Marches LEP areas. Please indicate which partner has assisted you with this application from the list below. Click all that apply.

Birmingham Chamber Group Solihull Metropolitan Borough CouncilBromsgrove District Council South Staffordshire CouncilCannock Chase District Council Stafford Borough Council


East Staffordshire Borough Council Staffordshire Moorlands District CouncilHerefordshire Council Stoke-on-Trent CouncilLichfield District Council Tamworth Borough CouncilNewcastle-under-Lyme Council Telford and Wrekin CouncilRedditch Borough Council Wyre Forest

Shropshire Council MEBC

12. MARKETING

Please tell us where you heard about the BGP by clicking the appropriate box below:

Greater Birmingham & Solihull LEP/Growth Hub website

Stoke & Staffordshire LEP/Growth Hub website

The Marches LEP/Growth Hub website

Birmingham City Council website

Local authority website (state which authority) Click to enter text

Electronic newsletter

Emailer/mailshot

Event attendance (If possible, state which event) Click to enter text

LinkedIn/Twitter or other social media

Networking/Word of Mouth

Press article

Banner Adverts

Other (state) Click to enter text

13. EQUALITIES MONITORING (Refer to the Guidance Notes)

Complete the following for the owner/director (referred to as ‘Applicant’ below) and all the employees in the business.

OWNER DIRECTOR(S) NAME(S): Click To Enter Text

AGE GENDERApplicant Employees Applicant Employees


16-24 0 0 Male 0 025-34 0 0 Female 0 035-49 0 050-64 0 0 DISABILITY65+ 0 0 Applicant Employees

Yes 0 0No 0 0Prefer not to say 0 0

ETHNIC ORIGIN(A) White (B) Mixed

Applicant Employees

Applicant Employees

Albanian/Kosovan 0 0 Asian and Black 0 0Bosnian 0 0 White and Asian 0 0British 0 0 White and Black - African 0 0

Irish 0 0 White and Black – Caribbean 0 0

Roma 0 0 Other Mixed background 0 0Other White background 0 0

(C) Asian or Asian British (D) Black or Black BritishApplicant Employee

sApplicant Employee

sBangladeshi 0 0 African 0 0Indian 0 0 Caribbean 0 0Kashmiri 0 0 Other Black background 0 0Pakistani 0 0Other Asian background 0 0 (E) Chinese or Other Ethnic Background

Applicant Employees

Afghan 0 0Arab 0 0Chinese 0 0Kurdish 0 0Vietnamese 0 0Other Ethnic background 0 0

OTHER INFORMATION(F) RELIGION (G) SEXUAL ORIENTATION

Applicant Employees

Applicant Employees

Christian 0 0 Bisexual 0 0Buddhist 0 0 Heterosexual 0 0Hindu 0 0 Homosexual 0 0Jewish 0 0 Transgender 0 0Muslim 0 0 Other, specify:

Click to enter textSikh 0 0 0 0None 0 0Other, specify:Click to enter text 0 0

14. CHECKLISTClick in each box below to indicate all required forms where applicable are fully completed. All forms must be submitted with your application.

1. Microsoft Word version and scanned complete application form


Yes

2. OJEU SME declaration form (see Section 2)

3. Last two years full accounts (micro/abbreviated accounts are not acceptable)

4. Where the applicant is part of a group, consolidated group accounts

5. Management accounts up to present day for the period not detailed in the accounts provided (only if most recent account are more than 6 months old)

6. Financial projections including profit and loss, cash flows and balance sheets for the next 12 months (month by month basis)

7. A robust business plan if the business has been trading for less than 12 months

8. Evidence of match funding (Refer to Guidance Notes Section 6 iv)

9. As this programme is managed by Birmingham City Council, it is recommended that a minimum of 3 written quotations are secured for each item above £1,000 listed in Section 6 and provided with your application

10. Copies of the Single Tender Justification form (Annex 2 of the Procurement Guidance Notes) if required

11. Certified evidence of existing staff numbers (ie printout of payroll or HR records)

12. Copy of a current, up to date business bank statement showing bank name, business name and address, account name, account number and sort code

13. If you are not operating on a 100% business-to-business basis, provide either an email/letter from the MD OR a letter from your Accountants confirming the % of turnover which is business-to-business vs. business-to-consumer/retail. (Minimum % of B2B business activity permissible is 80%, with the maximum of B2C/retail activity being 20%).

SUBMISSION OF YOUR APPLICATION

(Refer to Section E in the Guidance Notes)

Once the application form is completed, it must be saved as word format: .doc or .docx.

Please submit your signed application and all supporting documentation requested in Section 14 to Birmingham City Council in electronic format only to [email protected].


Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

mailto:[email protected]

Web viewGrant application form BDP - V1 2018.docx1 of 11. ... Once the application form is...

Documents

Transcript of Web viewGrant application form BDP - V1 2018.docx1 of 11. ... Once the application form is...