List of information to provide with your application for financial assistance

On this page:

• Small and medium-sized enterprises (SMEs)
• Non-profit organizations (NPOs)
• Tables of costs and financing

Small and medium-sized enterprises (SMEs)

1. Governance
   • Brief company history
   • Year of commencement of operations, if different from the year of incorporation
   • List of shareholders and share distribution
   • Experience and training of management
   If applicable:
   • Affiliates and organizational chart
   • Company’s sustainability development practices
   • Awards or distinctions received in the past three years
   • Succession/transfer process
   • Strategic plan and/or annual report
2. Business environment
   • Range of products or services
   • Typical clientele (type of clients/users and sector of activity)
   • Proportion of sales of key clients
   • Current geographic market and proportion of sales
   • Key suppliers, prime contractors and partners
   • Industry trends in which the business operates
   • Key competitors and distinctive advantages
   • Key business challenges
   If applicable:
   • Patents or other intellectual property
   • Impact from the economic environment and customs duties
3. Project
   • Description of the project and activities to be carried out
   • Context related to project implementation
   • Project objectives, impacts and benefits
   • Project timeline and breakdown of expenses
   If applicable:
   • Permits, licences or certifications
   • Support received from economic development organizations for the project
4. Costs and funding
   • Project cost breakdown grouped by activity and type (equipment, leasehold improvements, fees, etc.)
   • Financial package including amounts, sources and types of funding (government, private, estimated tax credits and applicant's contribution)
   • Confirmation of funding sources
   • Demonstration of the need for financial assistance from the Agency to carry out the project
   If applicable:
   • Bids
   • List of project costs from suppliers with whom the company has a close or non-arm's length relationship
   • Estimation of investment tax credits
5. Financial situation
   • Financial statements for the last two completed fiscal years
   • Most recent interim financial statements
   • Percentage of direct and indirect exports* in the last two years
   • Amount invested in research and development in the past year
   * Indirect exports refer to the sale of goods or services to a customer, distributor or prime contractor in Canada, when these goods or services are intended ultimately for the international market.
   If applicable:
   • Two-year financial forecasts including the current year
   • Assumptions and benchmarks supporting the sales forecasts (contracts, order book, etc.)
   • Project impact on the company’s future financial situation
   • Affiliates’ financial statements for the last two completed fiscal years
   • Affiliates’ most recent interim financial statements
6. Jobs
   • Project impact on the number of jobs created and maintained (full-time, part-time and seasonal) in Quebec
   If applicable:
   • Labour recruitment challenges and solutions
   • Number of temporary foreign employees assigned to production activities
7. Additional information depending on the nature of the project
   1. Productivity
      • Estimated productivity gains (speed, energy, volume, etc.)
      • New technologies integrated into the project (artificial intelligence, software, robotization, etc.)
      • Current and projected production capacity
      • Technical or specialized resources required
      If applicable:
      • Productivity diagnosis
   2. Commercialization
      • Market research or market analyses
      • Market development strategy (target markets and clients, prospecting, advertising, product positioning and pricing, sales and distribution)
      • Certifications, licences or regulatory standards required
   3. Innovation
      • Description of the innovative aspect of the product
      • Product development plan (technological risk, key marketing milestones)
      • Estimation of research and development tax credit
      • Support received from research or technology transfer organizations (universities, CCTT, NRC, etc.)
   4. Tourism
      • Customer traffic or economic impact analysis
      • Number of visitors by origin (local, provincial, interprovincial and international)
      • Similar tourist attractions or events in the region and in Quebec
      • Complementarity of the regional tourism offer
      If applicable:
      • Letter of support from tourism association

Non-profit organizations (NPOs)

1. Governance
   • Brief history of the organization and its mission
   • Year of commencement of operations, if different from the year of incorporation
   • List of members of the Board of Directors
   • Names and functions of members of the management
   • Experience and training of the management
   If applicable:
   • Sustainable development practices within the organization
   • Awards or distinctions received in the past three years
   • Strategic planning and/or annual report
   • List of related organizations and nature of relationships
   • Corporate structure and composition of the board of directors of related organizations
   • Names and functions of senior management of related organizations
2. Business environment
   • Services, activities or products offered
   • Typical clientele (type of clients/users and sector of activity)
   • Areas served (RCMs, administrative regions)
   • Manner of delivering services or activities (e.g., in-house expertise, subcontracting, consultants)
   • Complementarity of the offer in the region or in the ecosystem
   • Comparable organizations and partners
   If applicable:
   • Sectoral support: Trends in the industry in which the organization operates
3. Project
   • Description of the project and activities to be carried out
   • Context related to project implementation
   • Project objectives, impacts and benefits
   • Project timeline and breakdown of expenses
   If applicable:
   • Permits required
   • Support received from economic development organizations for the project
   • Project activities carried out with subcontractors
4. Costs and funding
   • Table of project costs broken down by activity and type (equipment, leasehold improvements, fees, etc.)
   • Financial package including amounts, sources and type of funding (government, private, estimated tax credits and applicant's participation)
   • Confirmation of funding sources
   • Demonstration of the need for financial assistance from the Agency to carry out the project
   If applicable:
   • Bids
   • List of project costs from suppliers with whom the organization has a close or non-arm's length relationship
5. Financial situation
   • Financial statements for the last two completed fiscal years
   • Most recent interim financial statements
   • Project impact on the organization's future financial situation
6. Jobs
   • Project impact on the number of jobs created and maintained (full-time, part-time and seasonal) in Quebec
   If applicable:
   • Workforce recruitment challenges and solutions
7. Additional information depending on the nature of the project
   1. Support for SMEs
      • Historical results in terms of support
      • Activities planned under the project
   2. Innovation and technology transfer
      • How the project meets business needs
      • Business users of the organization's equipment and services
   3. Tourism
      • Customer traffic or economic impact analysis
      • Number of visitors by origin (local, provincial, interprovincial and international)
      • Marketing strategy
      • Similar tourist attractions or events in the region and in Quebec
      • Complementarity of the regional tourism offer
      If applicable:
      • Letter of support from tourism association

Tables of costs and financing