Western Economic Diversification Canada
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10. Application Form Instructions

Applicants are strongly encouraged to use the online application form. HTML and PDF versions of the application form are available, but will require applicants to print and sign the documents. In addition, the PDF form cannot be completed electronically.

Consult Section 2 of this Applicant Guide to ensure you meet the mandatory eligibility criteria. You will not be able to submit the application if the mandatory eligibility criteria are not met.

You can complete this application form in more than one session by using the Save button on the form. Once you have successfully saved your form, the Primary Contact identified on the form will be sent an email that can be used to retrieve the saved form. An email will be sent to the Primary Contact identified on the form. You will be able to retrieve your saved application and create a GCKey through the link provided in that email. Please check your email spam folder if you do not receive the notification after completing the submission as it might have been classified as spam by your email server. For more information, refer to Section 4.2 of the guide.

Enter the required information in the space provided on the form. An asterisk (*) indicates a required field.

Once your application is complete and you are ready to submit the application for consideration, please first print a copy for your records and then select the Validate / Submit button. If you submit an application with missing information in the mandatory fields, you will receive an error message indicating which questions are incomplete. These questions must be completed in order to successfully submit an application. Remember that a 'Saved' application is not a 'Submitted' application.

Organization Information

1. Full legal name of your organization: The legal name as shown on the certificate of incorporation or registration.

2. Operating name if different than legal name: The name the applicant organization is operating under if different from the full legal name of the applicant organization.

3. Mailing address (including suite, unit, apt #): The mailing address of the applicant organization. 

4. Mailing address line 2: Additional space to provide the mailing address.

5. City: The city of the applicant organization's mailing address.

6. Province/Territory: The province/territory of the applicant organization's mailing address.

7. Country: The country of the applicant organization's mailing address.

8. Postal Code: The postal code of the applicant organization's mailing address.

9. Telephone: The telephone number at which the applicant organization can be contacted. Use the following format: xxx-xxx-xxxx.

10. Facsimile: The facsimile number at which the applicant organization will receive faxes. Use the following format: xxx-xxx-xxxx. If your organization does not have a facsimile number please use your organization’s telephone number (question 9 above) as a proxy.

11. Email address: The primary email at which the applicant organization can be contacted.

12. Website: The organization's website address (if applicable).

13. Organization type: The type of organization the applicant is categorized as. It is recommended that all applicants review Section 2.1 of the Applicant Guide for eligible organization criteria (e.g., not-for-profit organization). The following may help your selection:

  • Industry associations, economic development organizations, cultural organizations, and societies (select Not-For-Profit Assocation/Organization/Society)
  • Hospitals and regional health care centres (select Government, Other Body)
  • First Nations as represented by their Chief and Council, Tribal Councils (select First Nation)
  • Indigenous-led not-for-profit associations and organizations (select Not-For-Profit Assocation/Organization/Society)
  • First Nations/Métis businesses, if owned by the First Nation/Métis Settlement and if all profits accrue soley to the Band/Settlement (select First Nation Owned Business)
  • Métis Settlements (select First Nation)

14. Business number or GST number:The unique business number or GST number assigned to the applicant organization by the Canada Revenue Agency. A business number or GST number must be obtained through the Canada Revenue Agency. For information on obtaining a business number visit the Canada Revenue Agency website.

15. If alternate number is used, indicate the type: If another number is used (e.g., band number, education number), please provide it and describe what type of number it is.

16. Provide a brief summary of your organization and mandate: The description of the applicant organization and an explanation of the organization’s mandate and priorities.

17. Corporate Status: Indicate if your organization is a for-profit or not-for-profit. It is recommended that you review Section 2.1 of the Applicant Guide for eligible organization criteria (e.g., only not-for-profit organizations are eligible to apply). For-profit small- and medium-sized enterprises may be eligible to apply to the Western Innovation (WINN) Initiative.

18a. If incorporated indicate all that apply: If applicable to the applicant organization, indicate whether the organization is:

  • Incorporated federally; or
  • Incorporated provincially (if incorporated provincially, indicate the province or territory).

18b. In the province of: Indicate in which province the organization was incorporated.

18c. If incorporated, provide the date of incorporation: Indicate the date the organization was incorporated.

Project Contact Person(s)

This is the main point person(s) in your organization who WD will contact for any follow-up to this application. Please ensure that the email address and phone numbers are updated as required.

Primary Contact

19. Salutation: Indicate the appropriate salutation (e.g. Mr., Mrs., Ms., Dr., etc.)

20. First name: Provide the first name.

21. Last name: Provide the family name.

22. Title: Provide the contact person's job title (e.g., President, Executive Director).

23. Email address: Provide a valid e-mail address.

24. Telephone: Provide a phone number where the contact person can be reached. Use the following format: xxx-xxx-xxxx.

25. Cell: Provide a cell number where the contact person can be reached. Use the following format: xxx-xxx-xxxx.

Secondary Contact

26. Salutation: Indicate the appropriate salutation (e.g. Mr., Mrs., Ms., Dr., etc.)

27. First name: Provide the first name.

28. Last name: Provide the family name.

29. Job title: Provide the contact person's job title (e.g., President, Executive Director).

30. Email address: Provide a valid e-mail address.

31. Telephone: Provide a phone number where the contact person can be reached. Use the following format: xxx-xxx-xxxx.

32. Cell: Provide a cell number where the contact person can be reached. Use the following format: xxx-xxx-xxxx.

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Project Information

33. Project title (Maximum 90 characters): Provide a project title that accurately reflects the activities and outcomes of the project. Should your project be approved, this description will be disclosed on WD's public website as part of its proactive disclosure guidelines. The description should:

  • start with a verb (produce, create, develop, expand, enhance, increase, support, etc.); and
  • concisely capture the essence of the project and, clearly identify the purpose/result expected through WD's contribution — the project description must be understandable by anyone.
  • Examples of a proper description include:
    • Acquire equipment for skills training in the life sciences sector
    • Support the western Canadian aerospace sector to access international markets
    • Establish a manufacturing centre to commercialize western Canadian innovations

34. Project address is the same as Mailing address: Check this box if the address at which the project will be undertaken is the same as the organization's mailing address. If checked, the mailing address will be automatically entered.

35. Project address (Including suite, unit, apt #): If the project address is different from the mailing address, enter the location at which the project will take place.

36. Project address line 2: Additional space to provide the project address.

37. City: The city of the project address.

38. Province/Territory: The province/territory of the project address.

39. Postal Code: The postal code of the project address.

40a. Short Project Description: This description should provide the department with a high-level overview of the project and outline the main elements of the project.

40b. Project Description: This description should provide a clear understanding of the project, key activities, and your plan for completing the project including any potential risks that you may face (e.g., what you plan to do and how you plan to do it). Include the following elements:

  • Describe the objectives of the project.
  • Describe the key activities of the project and how these activities will achieve the intended objectives of the project.
  • Describe the plan for this project (how you plan to achieve the objectives and key activities).
  • Describe the engagement and/or commitment from other partners (e.g., industry, other levels of government).
  • Clearly address any project risks and mitigation measures to address these risks (e.g., project delays, staff turn-over, inability to secure confirmed funding).
  • Organizations are encouraged to submit only one application per intake. However, if submitting multiple applications, applicants are to clearly indicate the priority ranking of the projects in this field.

41. Provide the rationale for the project and for WD's involvement in the project:

  • Explain how the project will fill a market gap or an industry need.
  • Describe how the project's objectives will help WD deliver on its mandate to develop and diversify the western Canadian economy.
  • Clearly outline if the project aligns with:
    • other Government of Canada priorities;
    • provincial government priorities;
    • industry needs; and
    • your organization's long-term research, capital, and/or strategic plans.

42. Describe the specific activities WD funding would be used to support and the impact WD funding would have on this project: This section should provide a clear understanding of why you are seeking financial assistance, what you will use the WD funds, for and the importance of receiving WD funding. See Section 3.1 of the Applicant Guide for details on eligible costs under the WDP.

  • Explicitly detail what activities/costs WD funding will be used to support.
  • Indicate if the project would be able to proceed without WD funding:
    • If yes, explain how you would be able to deliver the project without WD funding; or,
    • If no, explain the importance of receiving funding from WD and how the project would be impacted if funding was not received from WD.

43. Is the activity, service, or product already available: If the activity, service, or product is already available, choose yes.  

44. Please explain: This section should address whether your project has any potential competitive implications or duplications with other organizations and existing activities/services/products.

  • Describe all other organizations that deliver the same – or similar – activities, services, and products.
  • If your activity, service, or product is already available, please explain how your project will complement what currently exists and detail how there will be no competitive impacts from your project. 
  • How does this project complement existing programs/projects/organizations?
  • Or clearly illustrate that your project is not duplicating existing programs/projects/organizations. Outline how your activity, service, or product is different or unique.

45. Which WD priority does this project best support? Choose ONE priority that best aligns with your project's objectives, activities, and outcomes. Your project may be compared to similar projects of a chosen priority area. See Section 2.2 of the Applicant Guide for details on WD's priorities and desired outcomes. For projects impacting francophone communities, see Section 2.3.

46. Explain how this project supports the priority: Explain the relationship between the project's objectives, activities, and outcomes with the selected WD priority and specifically detail how your project aligns to the selected WD priority. In addition:

  • If you are seeking funding for a Clean Technology project focusing on product/process development and/or commercialization, please describe how it will reduce environmental impacts and how it will surpass the standard and/or most commonplace technology currently available in Western Canada.
  • If you are a non-Indigenous applicant seeking funding for an IEG project, please describe the nature and extent of how your organization has partnered with Indigenous organizations, specifically related to the proposed project, and attach relevant documentation (e.g., letter of intent, memorandum of understanding).
  • If you are seeking funding under the Economic Development Initiative (EDI), to enhance the vitality of the francophone community in Western Canada, please identify how the project activities will benefit Francophone official language minority communities. See Section 2.3 of the Applicant Guide for details on EDI.

47. Does this project support a second WD Priority (other than the primary priority selected above)? If relevant, select ONE additional priority. Select an additional priority only if you are able to justify how the project aligns with that priority.

48. Explain how this project supports the second priority: If an additional priority was selected, explain the relationship between the project’s objectives, activities, and outcomes and specifically detail how your project aligns to the second WD priority.

49. Which western Canadian province(s) will directly benefit from this project? Select which western Canadian province will directly benefit from the project outcomes.

50. Describe what specific economic results will be generated from this project. The economic results should be clear, measurable, directly attributable to the project and can be reported against during and at the end of the project. See Section 4.5 of the Applicant Guide for examples of desired economic results.

  • Describe how the activities of the project will directly lead to economic results.
  • Identify one to five economic results and provide a quantitative target for each.

51a. Does your project have activities that will benefit Francophones? If your project includes activities that will directly impact the francophones community in Western Canada or if you are willing to modify your project to extend its benefits to the francophone community, choose yes.

51b. If yes, describe how the project activities will benefit Francophones: Explain how the objectives of this project will or could benefit the francophones community in Western Canada and what specific activity(ies) will or could be directed at francophones.

Project Timelines

Indicate key activities that will occur between the proposed project funding start date and the proposed project end date.

52. Proposed project funding start date: This is the date that an agreement between the Recipient and WD comes into effect. The date entered in this field should be no earlier than June 1, 2017. Any costs incurred prior to this date are not eligible for reimbursement under the terms of the agreement and are outside of the scope of the project. This can be thought of as the start date for the project.

53. Is this date flexible: If your proposed project funding start date is flexible, choose yes.

54. Proposed project end date: This is the anticipated date the project activity will cease.

55. List key activities that occur between the proposed project funding start date and the proposed project end date. Key activities are milestones that can be tracked to ensure the project is proceeding as planned:

Key Activities: Provide a list of significant project activities that can be measured and tracked to ensure the project is proceeding as planned. These should be significant activities that will be used to measure your project’s performance over the course of the project. Examples include: purchase and install equipment; hire new staff; complete training; first product, process, service, or technology to market; completion of phase 1 (describe). If additional activities are required to adequately describe your project, the list can be expanded.

Completion Date: The date at which each key activity is expected to be complete.

Add additional Key Activities: If applying online, the application allows for adding additional fields for key activities.

56. Comments on Key Activities: Provide any additional information that may help to clarify the key activities and completion dates provided.

Project Funding

The funding summary will provide all sources of funding for the project. The applicant organization and WD are pre-identified on the form. Please enter all other sources of funding in the spaces provided and indicate if the funding from these other partners has been confirmed or not. If you are using the online application form and more space is required, click on "Add new source of funding" and an additional row will be provided.

57. Project funder: All project contributors that will provide project funding as a monetary contribution or in-kind contribution (see Section 9 of the Applicant Guide for definitions).

  • By definition, in-kind costs are not an expense incurred and therefore will not be subject to reimbursement.

Source: Where applicable, select the description that best reflects the funding source: Federal, Provincial, Municipal government body, or non-government.

Confirmed: For each funding source, indicate if the funding has been confirmed (yes or no). In the case where your organization (Applicant Organization) is a source of funding, indicate confirmed if you have cash on hand.

2017-2018 and 2018-2019: Under each fiscal year column, provide the project funding cash flow. Each fiscal year commences on April 1st and ends on March 31st.

Future Years: Provide additional cash flow amounts (if applicable) for fiscal years surpassing those indicated in the fiscal years columns.

Total project funding required: If you are using the online application form, this total is calculated automatically.

58. Comments on project funding: Provide further explanation on the sources of confirmed or unconfirmed funding. If funding is not confirmed, indicate when it was applied for, when you expect a decision, and if that decision is dependent upon funding from WD.

Note:

Financial Statements: It is mandatory that you attach your most recent financial statements to your application.

Confirmed Funding: Please attach written proof of all sources of non–WD funding that have been confirmed for your project. This may include copies of letters of confirmation, signed agreements, bank statements, etc.

59a. Detailed Budget: Please attach a detailed budget outlining all costs you will incur in the implementation of the proposed project, by year. Only include costs incurred after the Project Funding Start Date.

  • Be sure to list costs and not activities.
  • Please ensure that the total project costs in your detailed budget match Question 57 Total Project Funding Required and Question 59b Total Project Costs.

59b. Project Costs: Using the information from your detailed budget in Question 59a., please summarize the various major project costs.

  • Avoid listing project activities. For example, 'develop a prototype' is an activity; alternatively, you should outline the costs to complete that activity (labour, equipment, materials, etc.). See Section 3.1 of the Applicant Guide for costs that are eligible for WD funding.
  • Group similar costs into broader cost categories (e.g., equipment, supplies, incremental salaries, marketing, etc.).
  • All costs will be validated and confirmed through the assessment and claim submission process. During the assessment and claim process, you may be required to provide evidence that the costs are reasonable for the product/service procured. This may include evidence of multiple quotations or proof of a competitive process. In the assessment process, applicants may be asked to provide this evidence on short notice and with a short deadline.

Amount: Total expected cost of items included in the corresponding cost category.

Total Project Costs: This field will automatically calculate the total project costs if you are using the online application form. The dollar amount of the total project costs must equal “Total project funding required” in Question 57. Please also ensure that this amount matches the total project costs in your detailed budget.

Add additional Project costs: If applying online the application allows for adding additional fields for project costs.

60a. Will the project result in the generation of revenues: If project activities, services, or products will generate revenues, choose yes.

60b. If yes, explain: Provide an explanation as to how project revenues will be utilized.

Governance and Management

61. Describe the governance of the organization: Provide an explanation of how the applicant organization is governed (e.g., board of directors, advisory board) and its structure along with a brief explanation of key executives' credentials (e.g., indicate the level of experience of the board members, such as the number of years experience each member has on the board of directors). Clearly demonstrate that your organization has effective governance measures in place to provide appropriate oversight of this project. Indicate how these individuals will specifically be involved in providing oversight on the project.

62. Describe the qualifications and related experience of the key individuals that will be responsible for managing and implementing the project: Provide an explanation of the qualifications and experience of those members of your organization that will be directly managing and implementing this project. Clearly demonstrate that your organization has the management skills and leadership to carry out this project.

63a. In addition to the funding partners, are there any other organizations who are involved with this project: If there are other organizations involved with the project, in addition to the funding partners, choose yes.

63b. If yes, provide the organization's name, nature of their involvement, and attach a letter of support (if applicable): Describe other organizations that are not funding partners in the project, but are involved in project activities or will benefit from the results of this project.

Add additional organizations: If applying online the application allows for adding additional fields for organizations that are involved in the project.

Attachments

64. Current Financial Statements: It is mandatory that you attach your most recent financial statements. There is a maximum of one attachment for financial statements.

65. Confirmation of other (non-WD) sources of funding: Funding will only be considered confirmed if written proof is provided. It is mandatory that you attach confirmation of other (non-WD) sources of funding if 'confirmed' funding has been selected in Question 57. There is a maximum of one attachment for each confirmed funder.

66. Attach additional files that may support the assessment of your application: Please attach any additional documentation that you feel will support your application. There is no maximum number of attachments for additional documentation.

  • Project Plan
  • Letters of Support
  • List of the Board of Directors

Authorized Official of the Applicant Organization Acknowledgements

The application form MUST be submitted by a member of your organization with signing power/authority to enter into a legal agreement.

I have read and agree with the applicant acknowledgements:
After reading and understanding the section, confirm agreement with the applicant acknowledgements, as well as the truthfulness of all the information provided, by checking the box, and fill in the subsequent information.

67. Salutation: Indicate the appropriate salutation (e.g., Mr., Mrs., Ms., Dr., etc.).

68. First name: Provide the first name of the member of the organization with signing power/the authority to enter into an agreement. This person should be either the primary or secondary contact as per Question 32.b.

69. Last name: Provide the family name of the contact.

70. Title: Provide the contact person's job title (e.g., President, Executive Director).

71. Email address: Provide a valid e-mail address.

72. Telephone: Provide a phone number where the contact person can be reached. Use the following format: xxx-xxx-xxxx.

73. Cell: Provide a cell number where the contact person can be reached. Use the following format: xxx-xxx-xxxx.

74. Date: If you are using the online application, this field will fill automatically.

Note: Please remember that signing of this application form does not constitute a commitment from WD for financial assistance.