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GENERIC PROJECT PROPOSAL TEMPLATE
1. GENERAL INFORMATION
NOHFC Project Number NOHFC Program
Project Name
Legal Name of Applicant
Corporation or Business Registration Number
Date of incorporation or registration of business name
Registered business name
Type of Legal Entity of Applicant Project Location (Community)
Lead Contact Alternate Contact
Mailing Address Mailing Address
Province Postal Code Province Postal Code
Telephone Number ( ) - Telephone Number ( ) -
Fax Number ( ) - Fax Number ( ) -
E-mail Address E-mail Address
Nature of organization or business Last date of fiscal year
Amount requested from NOHFC Type of assistance requested (See Appendix A)
Proposed project start date Proposed project completion date
Liability Insurance
Amount
2. PROJECT DESCRIPTION
Project Summary: Briefly describe the project (3 or 4 sentences), including a high-level description of what will
be done.
Project Background: Outline the context for the project. Provide necessary background to understand why
the project is being undertaken.
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Project Purpose: Explain the purpose of the project by describing what this project is aiming to achieve. What
is its vision? What need or opportunity will it address?
3. PROJECT BENEFITS
In the table below, identify the following:
number of permanent jobs that are expected to be created as a result of the project. Also include a brief
description of each position, annual rate of pay and the expected start dates
identify the number of jobs that are expected to be retained as a result of the project
Jobs Created/Retained
No. of Jobs Created No. of Jobs Retained
Dollars Leveraged
How have number of jobs created or retained been determined and substantiated? Please provide rationale and
evidence of how job creation numbers have been determined (e.g. increase in projected operating costs)
Other Benefits
In the space below, identify specific results-based benefits that can be expected as a result of completing the
project. Include the following:
anticipated economic benefits/spin-offs (e.g., investment levered) both during and following the term of the
project
describe how the project promotes economic growth, innovation, and/or job creation in Northern Ontario
(e.g., project leads to new business venture, results in marketable products or services, sector benefits,
Northern Ontario benefits, sector development, improves quality of life, etc.)
describe how the project enhances the community's ability to attract/retain businesses and professionals
describe how the project will improve the capacity and investment readiness of the community
describe how the project will enable the community to realize economic development opportunities
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4. PROJECT BUDGET
Project Costs Chart
Identify applicable cost categories such as: wages, consulting costs, materials, project
management, equipment costs, etc. Indicate whether cost items are eligible or ineligible as per
program criteria.
Project cost category Eligible Project Costs Ineligible Project Costs Total Cost
TOTAL
Project Funding
In the table below specify type of financing to be provided by other organizations.
Note: In-kind contributions are not generally considered as an applicant’s contribution to the project. However,
in some cases in-kind contributions including materials, equipment and volunteer labour may be counted in
evaluating the share of partner contributions. In cases where in-kind contributions are considered eligible, they
must be measurable and recorded. The following formulas may be used:
In Kind Use of Equipment Used: (Rate per hour) X (# of Hours used) = In-Kind Value
In-Kind Use of Labour: (# of employees) X (rate per hour) = In-Kind Value
Rates used should be in line with the skills trade rate established by Human Resources and
Social Development Canada.
A 100% in-kind to 0% cash ratio is not acceptable. The level of in-kind contribution accepted by
NOHFC will be based on:
o client ability to contribute some cash towards the project the breakdown of the in-kind costs the
client is planning on providing towards the project.
Funding source Financing Project Cost Eligible Ineligible Total Funding
Type Category Project Costs Project Costs Requested
TOTAL:
NOHFC % of total Eligible Project Costs
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Provide the name and location of the Applicant’s current banking institution (for non-municipal applicants). (Note:
Lending institutions may be required to confirm the Applicant’s financial situation)
How have project costs been reviewed/verified for accuracy, completeness and reasonableness? Explain.
Have all identified funding partners committed to the project? If so, provide details (e.g., letter received); if not,
provide an explanation.
Provide details on how the Applicant will obtain the identified contribution, and identify contingency plans for how
any cost over-runs will be addressed. Explain.
Why is NOHFC funding necessary to make this project viable? Explain.
In addition to the funding sources identified above, has the Applicant approached/applied to any other funding
programs? If yes, indicate organization and the status of those applications. If no, please explain.
Has private sector funding been considered? If not, explain whether there exist opportunities for private sector
funding, corporate presence, etc.
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5. PROJECT PLAN
List project milestones or major activities (e.g. project design & engineering, site preparation, construction) on the next page. For each milestone,
shade the boxes to reflect when that activity will be undertaken. If more space is required, please use additional sheets.
Project Plan
Year 1 (20XX – 20XX) Year 2 (20XX – 20XX) Year 3 (20XX – 20XX)
Project Milestones Apr 1- Jun Jul 1- Oct 1- Dec Jan 1- Mar Apr 1- Jun Oct 1- Dec Jan 1- Apr 1- Jul 1- Sep Oct 1- Dec Jan 1- Mar
Jul 1- Sep 30
30 Sep 30 31 31 30 31 Mar 31 Jun 30 30 31 31
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6. NOHFC CLAIM SCHEDULE
In the table below, please indicate the dollar amount in the fiscal year where the Applicant expects to
submit claims for reimbursement from NOHFC. Base cash flow requirements on the project plan above.
Indicate the estimated expenditures for each year and include how much is expected to be claimed from
NOHFC.
Year 1 Year 2 Year 3 Total
(ending Mar 31/xx) (ending Mar 31/xx) (ending Mar 31/xx)
Eligible
Expenditures
NOHFC Claim
Note: The NOHFC’s standard process is to distribute payments upon receipt of a payment request and
supporting documentation indicating that the items claimed have been paid. While it is possible to
request an advance of funds if one is required, significant justification will need to be provided.
Justification must include the specific timing and size of the advance payments based on realistic cash
flow forecasts (with a breakdown by quarters.
7. EXPERIENCE WITH GOVERNMENT FUNDING PROGRAMS
Is the Applicant currently applying to, or receiving funding from, NOHFC for other projects? If yes, explain.
Identify any other completed projects for which the Applicant has received funding from NOHFC during the past
five years
Has the Applicant received funding for similar types of projects from other government funding programs
(provincial or federal)? Indicate program and project names.
8. PROJECT MANAGEMENT
Project Management Team: Identify the individuals who will be responsible for managing the project and
provide their contact information and relevant experience with respect to this type of project.
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Reporting Structure: Identify the reporting structure or management structure for the project.
Project Management Experience: Identify any previous experience the Applicant has in managing projects of a
similar nature. Indicate the projects and identify the outcome.
9. PROJECT SUSTAINABILITY
Marketing
Answer the following questions as appropriate to this project
Identify the proposed marketing strategy for this project (e.g. Who is the customer, what is the product/service,
competition, target market, pricing, promotion, etc.) Provide a general description of how the community/region,
clients or other potential users/participants will be engaged to ensure the success of the project, and its future
sustainability.
Is the project (e.g. facility) the only one of its nature in the community?
Will the project directly compete with existing businesses or with similar projects in neighbouring communities?
Explain.
Is the project (e.g. facility) used primarily by community residents or is it frequently used by residents of the
region and beyond?
Describe how this project (e.g. facility) will benefit the community as a whole? Identify how many people/what
percentage of the community will benefit from the project (e.g., utilize the facility)?
How diverse is the use of the facility? Is it used for a variety of events representing a cross section of the
community? Identify how many functions are convened at the facility?
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Operating Costs
Once complete, is the project expected to generate new on-going revenues and/or incur future on-going
operating costs? Yes No Explain.
Complete the following chart if the project will generate on-going revenues and/or incur on-going costs:
Revenues Historic (Actual) Projected Projected Projected
Year 1 Year 2 Year 3
Total:
Expenses Historic (Actual) Projected Projected Projected
Year 1 Year 2 Year 3
Total:
Net Income Historic (Actual) Projected Projected Projected
Year 1 Year 2 Year 3
Annual Cash Surplus:
Provide a detailed rationale for all projected revenues and what they are based on.
Provide assumptions and details for projected operating costs. If the project includes job creation, make sure to
account for the new jobs in the projected operating costs.
If there are any annual operating deficits shown, please explain where the funding will come from to cover these
shortages.
Should revenues be lower or expenditures higher than projected, resulting in an operating shortfall, provide an
explanation as to how this would be covered, and what the impact would be on the organization.
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10. OTHER
Are there any potential risks that might threaten the successful completion of the project? Indicate how these
risks will be mitigated.
Is there any other information relating to the project that the NOHFC should be aware of.
Please list all federal and provincial laws or regulations, all municipal by-laws, and any other orders, rules or by-
laws that might affect the project (e.g. environmental approvals, zoning by-laws, etc.) What permits and/or
approvals are necessary to initiate and complete the project? Indicate the status of each. (*Please see
Appendix A for additional information)
As a condition of approval recipients will have to have in place adequate insurance coverage. Indicate the type
and amount of insurance coverage currently in place by Applicant:
commercial general liability insurance on an occurrence basis for third party bodily injury, personal
injury and property damage, including:
amount $____________________
a cross-liability clause;
contractual liability coverage;
tenants legal liability coverage (if applicable and with applicable sub-limits);
non-owned automobile coverage with blanket contractual coverage for hired automobiles;
employer’s liability coverage (or compliance with WSIA coverage)
a 30-day written notice of cancellation, termination or material change, and
other insurance coverage appropriate for the project
Where the project requires the purchase of supplies, equipment or services, indicate how best value for money
will be ensured. Indicate where the Applicant has a procurement policy in place.
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11. SUPPORTING DOCUMENTATION (INCLUDE WHERE APPLICABLE)
Applicant’s proof of legal name and business name:
o Certified copy of the articles of incorporation and amendments;
o Copy of partnership agreement or partnership declaration;
o Personal I.D. (e.g. driver’s license) (Note: for sole proprietors or partners in a partnership); and/or
o Copy of business name registration
Copy of any related by-law(s) or resolution(s) supporting the project and indicating the Applicant’s funding
commitment towards the project from (where applicable) municipal or band councils and not-for-profit boards
of directors
Documentation confirming funding commitments of other project contributors or confirmation of acceptance
of application to other funding sources
Copy of land ownership/lease documents, or land use permits
Where available attach copies of RFPs, consultant’s reports, building plans, contracts and tender
documents, etc.
Copies of insurance certificate(s), and WSIB clearance certificate (* See Appendix B for additional
information regarding Insurance)
Copies of quotations or estimates from suppliers, consultants, or contractors (including labour costs)
Copy of recent financial statements
Copies of rental or lease agreement
Is any key information missing from this proposal that will be submitted at a later date? Explain.
12. PROGRAM-SPECIFIC QUESTIONS
Complete the following section for Northern Energy Program -Energy Conservation
Projects or Internal Energy Generation Projects
How will this project conserve energy or displace energy from the provincial grid or other less “green” energy
sources?
Does the project represent a proven technology? Explain
Will energy savings directly lower the operating cost of the Applicant’s business? Explain
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Are the buildings/facilities and land related to the project owned or leased? Explain
Complete the following section for Emerging Technology Projects
Will this project address current gaps in cellular and high speed service in the communities or region? Explain
Will completion of this project significantly enhance the quality of life, economic prosperity, and/or safety for
residents of the community? region and beyond? Explain
Will this project strengthen existing connectivity networks in the community or region? Explain
13. SUBMISSION PROCESS
Once you have completed your project proposal, please forward two copies to the Project Officer
assigned to your file, or, if no Project Officer has been assigned, forward the proposal to your local
Ministry of Northern Development and Mines office.
If you have any questions or need assistance, please contact the NOHFC at 1-800-461-8329 or 705-945-
6700 or the Ministry of Northern Development and Mines office in your community.
Kenora Area Thunder Bay Area Timmins Area
810 Robertson Street, 435 James Street South, Ontario Government Complex
Suite 104 Suite 332 P.O. Bag 3060
Kenora ON Thunder Bay ON Hwy 101 E.
P9N 4J2 P7E 6S7 South Porcupine ON
Tel: 1-866-711-8304 Tel: 1-866-711-8304 P0N 1H0
(807) 468-2937 (807) 475-1648 Tel: 1-866-711-8304
Fax: (807) 468-2930 Fax: (807) 475-1589 (705) 235-1664
Email: Email: Fax: (705) 235-1660
Kenoraarea@ontario.ca Thunderbayarea@ontario.ca Email:
Timminsarea@ontario.ca
Sault Ste. Marie Area Sudbury Area North Bay Area
70 Foster Drive, Suite 200 159 Cedar Street, Suite 601 447 McKeown Avenue,
Sault Ste. Marie ON Sudbury ON Suite 203
P6A 6V8 P3E 6A5 North Bay ON P1B 9S9
Tel: 1-866-711-8304 Tel: 1-866-711-8304 Tel: 1-866-711-8304
(705) 945-5914 (705) 564-7517 (705) 494-4045
Fax: (705) 945-5931 Fax: (705) 564-7583 Fax: (705) 494-4069
Email: Email: Email:
Saultstemariearea@ontario.ca Sudburyarea@ontario.ca Northbayarea@ontario.ca
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APPENDIX A
TYPE OF ASSISTANCE REQUESTED
Identify type of assistance requested
Conditional Contribution: NOHFC funding that is non-repayable if the objectives of the project
are met and the Proponent has completed all obligations including reporting requirements. The
conditions of the NOHFC’s funding are outlined in the NOHFC’s legal agreement with the client.
Forgivable Performance Loan: NOHFC funding that may be forgiven and does not have to be
repaid, if certain performance targets are met. For example, if a client receives NOHFC funding
on the basis of ten jobs being created, and ten jobs are subsequently created, the NOHFC
funding does not have to be repaid. If the performance target is not met, the NOHFC is in a
position to demand repayment.
Repayable Loan: NOHFC funding that is repayable. The loan may be interest bearing or non-
interest bearing. In some cases the loan may be given as an incentive term loan. The incentive
refers to the option of deferring interest and/or principle payments for some period of time
possibly including, an elimination of interest for some period. An example of an incentive term
loan is NOHFC funding that is interest free with the principle to be paid back over ten years .
COMPLIANCE WITH LAWS AND PERMITS
Laws
At all times, Recipient, its officers, directors, partners, employees agents, subcontractors
or volunteers shall comply with all applicable federal, provincial and municipal laws,
ordinances, statutes, regulations, rules and orders in respect of the performance of the
project and the agreement.
Permits
At its own expense, Recipient shall obtain all permits, licences, approvals and
authorizations required to perform the project and the agreement and shall comply with
all federal, provincial and municipal laws, ordinances, statutes, regulations, rules and
orders in respect of same.
Insurance
Recipient shall comply with all provisions and requirements of any of Recipient’s insurance
policies applicable to the project and with all rules and regulations concerning safety and the
proper conduct of work.
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APPENDIX B
INSURANCE REQUIREMENTS
If your project is approved, you will be required to provide a certificate of insurance that
indicates the organization has a commercial general liability insurance policy on an
occurrence basis for third party bodily injury and property damage, to an inclusive limit
of not less than $5 million per occurrence.
If the organization does not have a $5 million limit, include a quote from your insurance
company for increasing your limit, to the $5 million required.
Insurance
Recipients shall arrange for and keep current while carrying out the project or during the
term of the agreement, whichever is longer, the following insurance policy with an
insurer acceptable to NOHFC:
A commercial general liability insurance policy on an occurrence basis for third party
bodily injury, personal injury and property damage, to an inclusive limit of not less than
$5,000,000 per occurrence, $5,000,000 products and completed operations aggregate.
The policy is to include the following:
NOHFC and its officers, directors, employees, subcontractors and agents as
additional insureds with respect to liability arising in the course of performance of
Recipient’s obligations under, or otherwise in connection with, the agreement;
cross-liability clause;
thirty (30) day written notice of cancellation, termination or material change;
contractual liability coverage;
tenants legal liability coverage (if applicable and with applicable sub-limits);
non-owned automobile coverage with blanket contractual coverage for hired
automobiles; and
employer’s liability coverage, if Recipient is not insured by the Workplace Safety and
Insurance Board of Ontario (WSIB).
Recipient shall provide to NOHFC a valid certificate of the insurance prior to the start of
the project and thereafter as may be subsequently requested during the course of the
project or the term of the agreement, whichever is longer.
If Recipient is subject to the Workplace Safety and Insurance Act, 1997 (WSIA), it shall
submit a valid WSIB clearance certificate to NOHFC prior to the start of the project.
Recipient shall, if NOHFC so requests, provide additional WSIB clearance certificates
from time to time. Recipient shall pay when due, and ensure that each of its contractors
pays when due, all amounts required to be paid by it/its contractors under the WSIA.
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Third-Party Insurance
Recipient shall ensure that any third-party contributors and contractors retained to
perform any part of the project shall have adequate insurance in place that is appropriate
to the project risks and to the third party.
Evidence of Insurance
Recipient shall provide to NOHFC without delay, on receipt of a written request by
NOHFC, a certified copy of the policy of insurance.
Notes for Insurers, Brokers and Recipients of Funding from the Northern Ontario
Heritage Fund Corporation (NOHFC):
How to complete a Certificate of Insurance to comply with NOHFC’s requirements
i. Review the sample certificate that appears below, and the explanations that
follow afterwards.
ii. Complete your Certificate of Insurance accordingly.
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How to fill out a Certificate of Insurance to comply with NOHFC’s requirements
(Keep the insurance clauses in NOHFC’s contract handy while you do this. See section
9.2 of Schedule A in the NOHFC contract.)
Number* What is required
1. Insert the legal name and address of the Recipient of NOHFC funds
(must match the name on the NOHFC contract)
2. Insert the expiry date of the insurance policy
3. Insert “Northern Ontario Heritage Fund Corporation and its officers,
directors, employees and agents” (not a Ministry) as the name of the
additional insureds.
4. Insert the types and amounts of insurance provided by the policy. For
example: “Commercial general liability insurance on an occurrence
basis for $XXX.” Unless NOHFC has agreed to a lower amount, your
insurance amount must be at least $5 million on an occurrence basis.
5. List all the endorsements required by the NOHFC contract (examples
appear in the sample certificate above; see your contract for the
particular endorsements required for your project).
6. Include a statement that the insurer will endeavour to notify the
certificate holder (NOHFC) of any cancellation or material change
within 30 days.
7. The certificate must be signed by an authorized insurance
representative.
* numbers correspond to the circled numbers on the sample certificate of insurance.
June 24, 2009
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