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

S TEVE WOLOZ & ASSOCIATES INC. MANAGEMENT CONSULTANTS 514-944-8241 www.swaassoc.com. PRESENTATION TO PROFESSIONAL COLLEAGUES GOVERNMENT GRANT & INCENTIVE PROGRAMS December 20,2007 : Revision 5. INTRODUCTION. Government Assistance Programs 1.1 Federal 1.2 Provincial

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

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  1. STEVE WOLOZ & ASSOCIATES INC.MANAGEMENT CONSULTANTS514-944-8241www.swaassoc.com PRESENTATION TO PROFESSIONAL COLLEAGUES GOVERNMENT GRANT & INCENTIVE PROGRAMS December 20,2007 : Revision 5

  2. INTRODUCTION • Government Assistance Programs • 1.1 Federal • 1.2 Provincial • Managing Your Training Programs • Instructional Learning Via Multi Media 4: SWA Qualifications Steve Woloz Associates: Revision # 5 December 20, 2007

  3. SWA QUALIFICATIONS • Our Background • 1.1 Industrial Engineering • 1.2 Human Resources ; Strategic Business Planning • Our Experience and Knowledge Regarding Government Programs • SWA Licensed “ FormateurAgréés “ Steve Woloz Associates: Revision # 5 December 20, 2007

  4. FEDERAL INDUSTRY CANADA : HOME PAGE(3.1) http://www.ic.gc.ca/epic/site/ic1.nsf/en/home MISSION STATEMENT (3.2) http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00018e.html SERVICES FOR BUSINESS(3.3) http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00140e.html Steve Woloz Associates: Revision # 5 December 20, 2007

  5. FEDERAL PROGRAMS FINANCIAL ASSISTANCE(4) http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00156e.html Steve Woloz Associates: Revision # 5 December 20, 2007

  6. FEDERAL PROGRAMS E.G. TEXTILE (4) http://www.ic.gc.ca/epic/site/ctp-ptc.nsf/en/Home Steve Woloz Associates: Revision # 5 December 20, 2007

  7. FEDERAL :INNOVATION INNOVATION RESEARCH PROGRAMS (5) http://www.ic.gc.ca/epic/site/ic1.nsf/en/h_00074e.html Steve Woloz Associates: Revision # 5 December 20, 2007

  8. FEDERAL SR&ED TAX CREDIT • Government Website • 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 Canadian companies to invest in research and development to stay competitive • What kind of projects qualify? 1. Experimental Development (most) - to create new materials, devices products or processes or improve existing ones 2. Applied Research – to advance scientific knowledge with a specific practical application 3. Basic Research - to advance scientific knowledge without specific practical application 4. Support Work – engineering, operations research, mathematical analysis, data collection, testing Steve Woloz Associates: Revision # 5 December 20, 2007

  9. 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) Steve Woloz Associates: Revision # 5 December 20, 2007

  10. FEDERAL SR&ED TAX CREDIT 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 Steve Woloz Associates: Revision # 5 December 20, 2007

  11. FEDERAL SR&ED TAX CREDIT • Some Eligible Activities • Prototype development • Brainstorming, planning • Experimental trials and testing • Communication, meetings, visits to contractors • Some Eligible Expenses (for SR&ED only) • Labour • Overhead on Labour used • Materials Consumed • Equipment purchases • Sub Contractor Costs Steve Woloz Associates: Revision # 5 December 20, 2007

  12. PROVINCIAL PROGRAMS • HOME PAGE(9) • http://www.mdeie.gouv.qc.ca/page/web/portail/en/ • Ministère du Développementéconomique, de l’Innovation et de l ... • Ministry for Economic Development, supporting economic and regional development and research to enable local communities to take responsibility for their ... Steve Woloz Associates: Revision # 5 December 20, 2007

  13. PROVINCIAL GOVERNMENT MISSION • MISSION STATEMENT ( 10 ) • http://www.mdeie.gouv.qc.ca/page/web/portail/en/ministere/nav/mission.html Steve Woloz Associates: Revision # 5 December 20, 2007

  14. PROVINCIAL GOVERNMENT • FINANCIAL ASSISTANCE PROGRAMS • http://www.mdeie.gouv.qc.ca/page/web/portail/en/ministere/nav/programs.html?&iddoc=43552 • TAX MEASURES ( 11 ) • http://www.mdeie.gouv.qc.ca/page/web/portail/en/ministere/nav/programs.html?&iddoc=43554 Steve Woloz Associates: Revision # 5 December 20, 2007

  15. SERVICES AUX ENTREPRISES(12 ) • http://www.emploiquebec.net/anglais/enterprises/index.htm Steve Woloz Associates: Revision # 5 December 20, 2007

  16. PROVINCIAL PROGRAMS Emploi Quebec : Manpower • Manpower : Emploi Quebec: • http://www.emploiquebec.net/anglais/index.htm Steve Woloz Associates: Revision # 5 December 20, 2007

  17. EMPLOI QUEBECMANPOWER ASSISTANCE PRGRAMS • Apprentice On the Job Training $ Tax Credit Program http://emploiquebec.net/anglais/individus/qualification/apprentissage.htm • Salary 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 • 2: Wage Subsidy :http://www.emploiquebec.net/anglais/individus/msemploi/subventions.htm • 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; etc ) Steve Woloz Associates: Revision # 5 December 20, 2007

  18. 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 ) • $ 5.5 M added to existing $ 16.5 to facilitate New product launch • $ 120 M allocated for Tax Credit re Manpower Training ( via Emploi Quebec ) • $ 25 M added to existing $ 75 M pool for Risk Capital re new technologies • $ 15 M to encourage manufacturers to utilize energy saving properly and efficiently Steve Woloz Associates: Revision # 5 December 20, 2007

  19. 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 • Notes • 1: These New Funds Will be Available Feb –Mar. 2008 • 2: Put in Application Now: First Come / First Served • 3: Admissibility Criteria: Quebec based Company Annual sales > $ 500 K Balance : case by case assessment Steve Woloz Associates: Revision # 5 December 20, 2007

  20. 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 ) • Administered via M D E I E • To Find Your Local Counsellor • http://www.mdeie.gouv.qc.ca/page/web/portail/en/service.prt?svcid=PAGE_GENERIQUE_CATEGORIES169&iddoc=67357 • Local Counsellors : E.g. Ville St Laurent : 514-499-2199 • Or • Re Manpower Training : Emploi Quebec • To Find Your Local Counsellor • http://www.mess.gouv.qc.ca/services-en-ligne/centres-locaux-emploi/localisateur/services_en.asp • Search a CLE • Enter Postal Code • Select Service to Enterprises to Locate your Local Counsellor Steve Woloz Associates: Revision # 5 December 20, 2007

  21. EMPLOI QUEBEC • SERVICES AUX ENTREPRISES • (12 ) • 1% Training Investment • Online Placement • Internet Job Recruitment • http://www.emploiquebec.net/anglais/enterprises/index.htm Steve Woloz Associates: Revision # 5 December 20, 2007

  22. EMPLOI QUEBEC H R GRANTS • 25 % - 50 % GRANTS RE PROFESIONAL FEES • To Review Individually with EQ Counsellor Based on Situation Needs • Examplesof Eligible Projects / Programs • Recruitment ; Pre Employment Testing And Selection • Job Training Including Train the Trainer How to Train • Management Coaching and Mentoring • Job Descriptions • Performance Evaluation and Compensation Systems • Employee Handbooks Steve Woloz Associates: Revision # 5 December 20, 2007

  23. BILL 90 : Training Management • Utilisation efficiente de la formation • Capitalisation de la formation • Orientation stratégique • Veille technique et technologique Assets = Liabilities + Equity Actif = Passif + Capital règle d’or Actif • Planification de la formation • Organisation de la formation • Diffusion de la formation • Contrôle de la formation Passif Capital • Différenciation vs concurrence • Capital humain • Positionnement vs technologie • Budget de la formation Steve Woloz Associates: Revision # 5 December 20, 2007

  24. INSTRUCTIONAL LEARNING Steve Woloz Associates: Revision # 5 December 20, 2007

  25. “ Let’s Get Cooking ““ Never Up : Never In ! “ • Steve Woloz Associates, Inc. • ( Phone: (514) 944 8241 • : Regular Email: s.woloz@swaassoc.com • : Wireless Email: s.woloz@rogers.blackberry.net Steve Woloz Associates: Revision # 5 December 20, 2007

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