S TEVE WOLOZ & ASSOCIATES INC. MANAGEMENT CONSULTANTS 514-944-8241 swaassoc

STEVE WOLOZ & ASSOCIATES INC.MANAGEMENT CONSULTANTS

514-944-8241www.swaassoc.com

PRESENTATION TO

PROFESSIONAL COLLEAGUES

GOVERNMENT GRANT &

INCENTIVE PROGRAMS

December 20,2007 : Revision 5

Steve Woloz Associates: Revision # 5 Steve Woloz Associates: Revision # 5 December 20, 2007December 20, 2007

22

INTRODUCTION

1. Government Assistance Programs

1.1 Federal

1.2 Provincial

2. Managing Your Training Programs

3. Instructional Learning Via Multi Media

4: SWA Qualifications4: SWA Qualifications


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SWA QUALIFICATIONS

1. Our Background

1.1 Industrial Engineering

1.2 Human Resources ; Strategic Business Planning

2. Our Experience and Knowledge Regarding Government Programs

3. SWA Licensed “ Formateur Agrééséés “


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FEDERAL

INDUSTRY CANADA : HOME PAGE (3.1)(3.1)http://www.ic.gc.ca/epic/site/ic1.nsf/en/home

MISSION STATEMENT (3.2) (3.2)http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00018e.html

SERVICES FOR BUSINESS (3.3)(3.3)http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00140e.html


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FEDERAL PROGRAMS

FINANCIAL ASSISTANCE (4)

http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00156e.html


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FEDERAL PROGRAMS

E.G. TEXTILE (4)

http://www.ic.gc.ca/epic/site/ctp-ptc.nsf/en/Home


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FEDERAL :INNOVATION

INNOVATION RESEARCH PROGRAMS (5)

http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00074e.html


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FEDERAL SR&ED TAX CREDIT Government WebsiteGovernment Website

http://www.cra-arc.gc.ca/taxcredit/sred/aboutus-e.html#whatis http://www.cra-arc.gc.ca/taxcredit/sred/aboutus-e.html#whatis

What is the SR&ED Program? -- A federal/provincial tax incentive program to encourage A federal/provincial tax incentive program to encourage Canadian companies to invest in research and development to stay Canadian companies to invest in research and development to stay competitivecompetitive

What kind of projects qualify?

1.1. Experimental Development (most)Experimental Development (most)- to create new materials, devices products or - to create new materials, devices products or

processes or improve existing onesprocesses or improve existing ones2.2. Applied Research – to advance scientific knowledge with a Applied Research – to advance scientific knowledge with a

specific practical applicationspecific practical application3.3. Basic Research - to advance scientific knowledge without Basic Research - to advance scientific knowledge without

specific practical application specific practical application 4.4. Support Work – engineering, operations research, Support Work – engineering, operations research,

mathematical analysis, data collection, mathematical analysis, data collection, testingtesting

FEDERAL SR&ED TAX CREDIT

What Can Be Claimed?- Wages, Materials, Machinery, Equipment, Overhead, Sub Contractors

What Makes a Project Eligible?- Must be scientifically or technologically based- Must have Technological Uncertainty or Risk

It is unknown whether a given objective or result can be achieved based on generally available knowledge or experience

Work is not straightforward, requires experimentation, several attempts to try to achieve goals, alternate paths

- Must Have Systematic Approach or a Hypothesis to a Conclusion (cannot to trial and error)

99Steve Woloz Associates: Revision # 5 Steve Woloz Associates: Revision # 5 December 20, 2007December 20, 2007


What Makes a Project Eligible?- Must Result in a Technological Advancement or Increase

of Knowledge What do you know now at the end of the project that you

didn’t know at the beginning? How did you raise your knowledge base? Project does not have to be successful



Some Eligible ActivitiesSome Eligible Activities• Prototype development• Brainstorming, planning• Experimental trials and testing• Communication, meetings, visits to contractors

Some Eligible Expenses Some Eligible Expenses (for SR&ED only)(for SR&ED only)• Labour• Overhead on Labour used• Materials Consumed• Equipment purchasesEquipment purchases• Sub Contractor CostsSub Contractor Costs



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PROVINCIAL PROGRAMS

HOME PAGE HOME PAGE (9)(9)

http://www.mdeie.gouv.qc.ca/page/web/portail/en/

Ministère du Développement économique, de l’Innovation et de l ...

Ministry for Economic Development, supporting economic and regional development and Ministry for Economic Development, supporting economic and regional development and research to enable local communities to take responsibility for their research to enable local communities to take responsibility for their ......


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PROVINCIAL GOVERNMENT MISSION

MISSION STATEMENT MISSION STATEMENT ( 10 )( 10 ) http://www.mdeie.gouv.qc.ca/page/web/portail/en/ministere/nav/mission.html http://www.mdeie.gouv.qc.ca/page/web/portail/en/ministere/nav/mission.html


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PROVINCIAL GOVERNMENT

FINANCIAL ASSISTANCE PROGRAMS http://www.mdeie.gouv.qc.ca/page/web/portail/en/ministere/nav/programs.html?&iddoc=43552

TAX MEASURETAX MEASURES ( 11 )

http://www.mdeie.gouv.qc.ca/page/web/portail/en/ministere/nav/programs.html?&iddoc=43554


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SERVICES AUX ENTREPRISES SERVICES AUX ENTREPRISES (12 )(12 )

http://www.emploiquebec.net/anglais/enterprises/index.htm


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PROVINCIAL PROGRAMS Emploi Quebec : Manpower

Manpower : Emploi Quebec:Manpower : Emploi Quebec:

http://www.emploiquebec.net/anglais/index.htmhttp://www.emploiquebec.net/anglais/index.htm


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EMPLOI QUEBECMANPOWER ASSISTANCE PRGRAMS

• Apprentice On the Job Training $ Tax Credit Programhttp://emploiquebec.net/anglais/individus/qualification/apprentissage.htm

• Salary Subsidy Grants : Special CircumstancesSalary Subsidy Grants : Special Circumstances 1: Immigrant Hardship : Visible Minorities : Difficulty to Enter Job Market ( PRIIME ) : : http://www.emploiquebec.net/anglais/individus/msemploi/aide-pimv.htm

50 % of salary 6 Months; etc Hyperlink 50 % of salary 6 Months; etc Hyperlink

2: Wage Subsidy :http://www.emploiquebec.net/anglais/individus/msemploi/subventions.htm

3: 3: Mental or Physical Disability ( grants up to 75 % of salary : ( variable time case by case) : :

http://www.emploiquebec.net/anglais/individus/msemploi/handicap.htm

• Private / semi private Placement Agencies ( eg. JEM ; IAM Cares; Private / semi private Placement Agencies ( eg. JEM ; IAM Cares; etc ) etc )


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QUEBEC Dedie plus de $ 620 au Secteur Manufacturierhttp://communiques.gouv.qc.ca/gouvqc/communiques/GPQF/Novembre2007/23/c3710.html

$ 51 M re Productivity ( Administered via MDEIE )$ 51 M re Productivity ( Administered via MDEIE )

$ 5.5 M added to existing $ 16.5 to facilitate New product launch $ 5.5 M added to existing $ 16.5 to facilitate New product launch

$ 120 M allocated for Tax Credit re Manpower Training ( via $ 120 M allocated for Tax Credit re Manpower Training ( via Emploi Quebec )Emploi Quebec )

$ 25 M added to existing $ 75 M pool for Risk Capital re new $ 25 M added to existing $ 75 M pool for Risk Capital re new technologiestechnologies

$ 15 M to encourage manufacturers to utilize energy saving $ 15 M to encourage manufacturers to utilize energy saving properly and efficientlyproperly and efficiently


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QUEBEC Dedie plus de $ 620 au Secteur Manufacturier http://www.mdeie.gouv.qc.ca/page/web/portail/fr/ministere/service.prt?svcid=PAGE_GENERIQUE_CATEGORIES56&iddoc=88994

NotesNotes

1: These New Funds Will be Available Feb –Mar. 20081: These New Funds Will be Available Feb –Mar. 2008

2: Put in Application Now: First Come / First Served2: Put in Application Now: First Come / First Served

3: Admissibility Criteria:3: Admissibility Criteria:Quebec based CompanyQuebec based Company

Annual sales > $ 500 KAnnual sales > $ 500 K

Balance : case by case assessment Balance : case by case assessment


2020

QUEBEC Dedie plus de $ 620 au Secteur Manufacturierhttp://www.mdeie.gouv.qc.ca/page/web/portail/fr/ministere/service.prt?svcid=PAGE_GENERIQUE_CATEGORIES56&iddoc=8899

Productivity Enhancements ( eg Lean Manufacturing ) Productivity Enhancements ( eg Lean Manufacturing ) • Administered via M D E I E Administered via M D E I E

• To Find Your Local Counsellor To Find Your Local Counsellor • http://www.mdeie.gouv.qc.ca/page/web/portail/en/service.prt?svcid=PAGE_GENERIQUE_CATEGORIES169&iddo

c=67357

• Local Counsellors : E.g. Ville St Laurent : 514-499-2199Local Counsellors : E.g. Ville St Laurent : 514-499-2199

Or Or Re Manpower Training : Emploi QuebecRe Manpower Training : Emploi Quebec

• To Find Your Local Counsellor To Find Your Local Counsellor

• http://www.mess.gouv.qc.ca/services-en-ligne/centres-locaux-emploi/localisateur/services_en.asphttp://www.mess.gouv.qc.ca/services-en-ligne/centres-locaux-emploi/localisateur/services_en.asp•

• Search a CLESearch a CLE• Enter Postal CodeEnter Postal Code• Select Service to Enterprises to Locate your Local Counsellor Select Service to Enterprises to Locate your Local Counsellor


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EMPLOI QUEBEC

SERVICES AUX ENTREPRISES SERVICES AUX ENTREPRISES (12 )(12 )

1% Training Investment1% Training Investment Online PlacementOnline Placement Internet Job RecruitmentInternet Job Recruitment

http://www.emploiquebec.net/anglais/enterprises/index.htmhttp://www.emploiquebec.net/anglais/enterprises/index.htm


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EMPLOI QUEBEC H R GRANTS

25 % - 50 % GRANTS RE PROFESIONAL FEES25 % - 50 % GRANTS RE PROFESIONAL FEES To Review Individually with EQ Counsellor Based on Situation NeedsTo Review Individually with EQ Counsellor Based on Situation Needs

ExamplesExamples of Eligible Projects / Programs of Eligible Projects / Programs • Recruitment ; Pre Employment Testing And Selection Recruitment ; Pre Employment Testing And Selection

• Job Training Including Train the Trainer How to Train Job Training Including Train the Trainer How to Train

• Management Coaching and Mentoring Management Coaching and Mentoring

• Job Descriptions Job Descriptions

• Performance Evaluation and Compensation Systems Performance Evaluation and Compensation Systems

• Employee HandbooksEmployee Handbooks


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BILL 90 : Training Management

Actif

CapitalPassif

Assets = Liabilities + Equity

Actif = Passif + Capital

règle d’or

•Utilisation efficiente de la formation

•Capitalisation de la formation

•Orientation stratégique

•Veille technique et technologique

•Différenciation vs concurrence

•Capital humain

•Positionnement vs technologie

•Budget de la formation

•Planification de la formation

•Organisation de la formation

•Diffusion de la formation

•Contrôle de la formation


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INSTRUCTIONAL LEARNING


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“ Let’s Get Cooking ““ Never Up : Never In ! “

Steve Woloz Associates, Inc.Steve Woloz Associates, Inc. ( Phone: (514) 944 8241( Phone: (514) 944 8241 : Regular Email: : Regular Email: [email protected]@swaassoc.com : Wireless Email: [email protected]: Wireless Email: [email protected]

S TEVE WOLOZ & ASSOCIATES INC. MANAGEMENT CONSULTANTS 514-944-8241 swaassoc

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