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Dedicated Fund on Branding, Upgrading and Domestic Sales

(Enterprise Support Programme)Type (i) Project Application

Application Form

Dedicated Fund on Branding, Upgrading and Domestic Sales(Enterprise Support Programme)

(Version: 26/08/2015)

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(Enterprise Support Programme)

Notes for Application

1. The Enterprise Support Programme of the Dedicated Fund on Branding, Upgrading and Domestics Sales (the BUD Fund) is open to application starting from 25 June 2012. Subject to the funding balance, the BUD fund will be open for application for five years.

2. All non-listed enterprises registered in Hong Kong under the Business Registration Ordinance (Chapter 310) with substantive business operations in Hong Kong are eligible to apply for the Enterprise Support Programme of the BUD Fund (the Programme).

3. There are two types of eligible projects for application:

(i) Projects that involve the engagement of qualified service providers by the applicants to develop h olistic b usiness p lan s in the areas of of branding, upgrading and restructuring and/or domestic sales for the applicants to enhance the enterprise’s competition and/or develop the business in Mainland market (“Type (i) Project Application”); and

(ii) Projects that involve the implementation of s pecific m easures in the areas of branding, upgrading and restructuring and/or domestic sales by the applicants themselves or implementation agents engaged by the applicants (“Type (ii) Project Application”) to enhance the enterprise’s competition and/or develop the business in Mainland market .

4. Applicants for “Type (i) Project Application” and “Type (ii) Project Application” are required to complete different sections of the Application Form and submit the relevant supporting documents. This application form can only be used for “Type (i) Project Application ” .

5. Please study the “Guide to Application for the Dedicated Fund on Branding, Upgrading and Domestic Sales (Enterprise Support Programme) (the Guide to Application) carefully before completing the application form.

6. Please use attachments if the space provided for a particular item is insufficient.

7. Enterprises interested in applying for funding support under the Programme should prepare the following documents:

(i) One hard copy of completed Application Form and one soft copy (preferably in MS Word format);

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(ii) Photocopies of the documents listed out in Section F of the Application Form; and

(iii) Acknowledgement of Receipt of Application.

Please submit the above documents to the Secretariat of the Enterprise Support Programme (i.e. the Hong Kong Productivity Council) in person or by post.

Address: Reception, G/F, HKPC Building, 78 Tat Chee Avenue, Kowloon, Hong Kong.

For submitting application in person, please deposit your applicationdocuments in“The BUD Fund (Enterprise Support Programme) Application FormCollection Box”.

For details about application, please refer to the Guide to Application. The Guide to Application and Application Form can be downloaded from the website of the Programme. Enquiries can be directed to the Programme Secretariat by phone, by email or in person.

Address: 3/F, HKPC Building, 78 Tat Chee Avenue, Kowloon, Hong Kong.

Telephone: (852) 2788 6088 Fax: (852) 2788 6196E-mail: [email protected]: www.bud.hkpc.org

8. The Programme Management Committee (PMC) responsible for overseeing the implementation of the Programme will usually meet once every two to three months. Applications will be considered by the PMC in batches at its meetings. The cut-off date for different batches of applications usually sets by the end of March, June, September and December. The actual date will be announced on the website of the Programme.

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http://www.bud.hkpc.org/

mailto:[email protected]



Type (i) Project Application Acknowledgement of Receipt of Application

Section 1: (Completed by Applicant)

Name of the Applicant:

Address:

Business Registration No.:

Project Title:

Telephone No. :

Email Address. :

Name of the Project Coordinator:

Section 2: (For Official Use only)Date:

Dear Mr / Ms

We acknowledge receipt of the above Application submitted by your company.

(a) Please quote the following application number in all future correspondences with us on the subject

Application.

Application No:

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(b) 〔　〕 No outstanding documents

〔　〕 Please provide us with the required information as ticked in the box(es) below within 14 days from the issue of this acknowledgement, i.e. on or before . If we do not

receive the information by this deadline, we shall regard such information as unavailable.

〔　〕 Copy of the Business Registration Certificate of the Applicant

〔　〕 Copy of the documentary proof of the shareholders of the Applicant

〔　〕 Copy of the documentary proof of the Applicant’s substantive business operations in

Hong Kong

〔　〕 Copy of the documentary proof of the agency of product/service (need to demonstrate

when the agency will be ended in the content)

〔　〕 Copy of the documentary proof of the Applicant’s annual turnover last year

〔　〕 Curriculum Vitae of the key members of the project team

〔　〕 Copy of the Business Registration Certificate of the Service Provider

〔　〕 Company information of the Service Provider

〔　〕 Curriculum Vitae of the project coordinator from the Service Provider

〔　〕 Others: _____________________

(c) If you have any enquiries about this letter, please contact the Programme Secretariat as follows:

Address: The SecretariatThe BUD Fund (Enterprise Support Programme)3/F, HKPC Building, 78 Tat Chee Avenue, Kowloon, Hong Kong.

Telephone: (852) 2788 6088 Fax: (852) 2788 6196E-mail: [email protected]

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mailto:[email protected]


Website: www.bud.hkpc.org

SecretariatThe BUD Fund (Enterprise Support Programme)

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http://www.bud.hkpc.org/


(Official Use Only)

Date of Receipt

Application No


(Enterprise Support Programme)

Application Form

Section A – Particulars of the Applicant (Mandatory)

(For eligibility of applicants, please refer to paragraph 2.1 of the Guide to Application)

Please put a “” in the appropriate boxes or fill them with black colour

1. Name of the Applicant: (English)

(Chinese)

2. Address:

3. Business Sector and Nature:

4. Business Registration No:

5. Year of Establishment:

6. Major Products/Services:

7. No. of Employees in Hong

Kong1:

Full Time:

Part Time:

8. Annual Turnover of last year2:Year

Annual Turnover

(HK$)(if applicable)

1 The number of employees shall include individual proprietors, partners and shareholders actively engaged in the work of the applicant enterprise as well as salaried employees of the enterprise, including full-time or part-time salaried personnel directly paid by the enterprise, both permanent and temporary.

2 There is no need to provide the relevant information when enterprise was established this calendar year.

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9. Existing Mainland Business

(e.g. product design/

manufacturing, import &

export trade, retail, after-sales

service, etc.):

(if applicable)

10. Name of the business entity in

the Mainland:(if applicable)

11. Address of the business entity

in the Mainland:(if applicable)

12. Type of the business entity in

the Mainland (e.g. factory,

office, etc):

(if applicable)

13. No. of employees in the

Mainland:(if applicable)

14. Mainland Business Annual

Turnover:Year

Annual Turnover

(RMB/HK$)(if applicable)

15. Name & Title of the Contact

Person (Applicant (English) (Title)

Enterprise):(Chinese)

16. Tel. No. of the Contact Person: ( )

17. Fax No. of the Contact Person: ( )18. Email Address of the Contact

Person

19. Website of the Applicant (if

any):

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20. Overview of Applicant Enterprise:

Please briefly describe the background of the enterprise including its business nature, vision & mission,

company size, major products/services, customers/markets, business performance in the past, etc.

B ackground of the enterprise including the business nature, vision & mission, company size :

P roduct s / S ervice s provided:

Existing C ustomers/ M arkets :

Past B usiness P erformance :

Other rel evant information (e.g., award, certificat ion, qualification, etc.):

21. Business Sector:

Manufacturing -

Chemical & Biotechnology Electronics Food & Beverage

Industrial Machinery Jewellery Watches & Clocks

Printing & Publishing Textile & Clothing Footwear

Toys Metal Products Electrical Appliances

Plastics Environmental Industries Medical and Optical Devices

Others (Please specify)

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Non-manufacturing -

Banking, Insurance &

other Finance Services

Creative Industries

Real Estate Construction Engineering

Film & Entertainment Telecommunications Information Technology

Wholesale & Retail* Restaurants and Hotels Tourism

Import & Export Trade* Transportation & Logistics

Education Services

Testing and Certification Services

Advertisement, Sales & Marketing

Personal Care Services

Professional Services（including legal & accounting services） Medical ServicesOthers (Please specify)

Remarks: Please specify the products from Wholesale & Retail / Import & Export Trade business

sector:

Chemical & Biotechnology Electronics Food & Beverage

Industrial Machinery Jewellery Metal Products

Printing & Publishing Textile & Clothing Plastics

Toys Watches & Clocks Electrical Appliances

Health Care Products Wine & Beer Personal Care Products

Footwear Telecommunication Equipment

Others (Please specify)

Member of Trade and Industrial Organisations:

Yes Name of Trade and Industrial Organisation:

No

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22. Form of Business

Form of BusinessName

(Hong Kong Identity Card /

Passport No)

Sole Proprietorship Owner

Partnership All Partners

Limited Company* Individuals holding 30%

shares

*If there is no individual holding 30% or more shares, please provide the name(s) and

relevant information of the director(s).

23. Key Members of the Project Team(Please enclose the curriculum vitae of the project coordinator and deputy project coordinator

according to the format at the Appendix)

(A) Project Coordinator (B) Deputy Project Coordinator

Name (English) : Name (English) :

Name (Chinese) : Name (Chinese) :

Company/Organisation: Company/Organisation :

Address : Address:

Tel No.: Tel No.:

Fax No.: Fax No.:

Email Address: Email Address:

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24. Please indicate whether you have applied / are applying for funding support under the Programme for other project(s).

Yes (please provide details of the relevant project application(s))

Project Title:

Amount of Funding Sought (HK$):

Application No:

Date of Submission:

Vetting Result: Approved Rejected Still under process

Approved Funding Amount (HK$):

No

25. Please indicate whether any of your “related enterprises”3 have applied / are applying for funding support under the Programme for other project(s).

Yes (please provide details of the relevant project application(s))

Name of the “related enterprise”:

Business Registration No.:

Project Title:

Amount of Funding Sought (HK$):

Application No:

3 “Related enterprises” of the Applicant refer to those enterprises owned by the individuals who hold 30% or more ownership of the Applicant, except those for which the concerned individuals hold less than 30% ownership. The Applicant and its “related enterprises” would be treated as one single enterprise for the purpose of calculating the cumulative funding ceiling under the Programme (i.e. subject to the cumulative funding ceiling of HK$500,000).

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Date of Submission:

Vetting Result:Approved Rejected

Still under process


No

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Section B – Project Details

Please put a “” in the relevant boxes or filled them with black colour (if applicable)

1. Project Title: Developing a Holistic Business Plan

2. Project Scope (More than one categories can be chosen. Please refer to Annex 1 of the Guide to Application for the detailed scope of the different categories.)

BrandingUpgrading & Restructuring

Domestics Sales

3. Location for the project Implementation(Please specify district/city)

4. Project Duration (months)4:

5. Total Project Cost5: (HK$)

6. Amount of Funding Sought6: (HK$)

4 Project duration needs to align with the project implementation timetable in item 8 of Section B.5 Total project cost needs to coincide with the total project cost in item 14 of Section B. 6 Amount of funding sought needs to coincide with the total funding sought in item 14 of Section B.

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7. Project Summary and ObjectivesPlease briefly describe the business challenges/problems/opportunities faced/identified by the enterprise, the main reason for developing business in the Mainland, and the objectives, business sector, product/service, main target markets and research priorities which intent to engage in consultation services for developing the holistic business plan (For example, based on the technical fundamental owned by the applicant enterprise, research on how to develop new products to drive the business; based on utilizing the attractiveness of Hong Kong brand, research on developing a strategy to effectively introduce a specific product; based on the research of Mainland market conditions and the enterprise existing challenges, propose a new business model and planning). In addition, please provide the expected timeline to implement the “Holistic Business Plan.”

B usiness challenges/problems/opportunities faced/identified by the enterprise ：

The objectives defined for the “Holistic Business Plan”:

“Holistic Business Plan” covers :

(i) Business type

(ii) Product/Service

(If the applicant enterprise does not own the right of the relevant product/service and only acts as the agent, please specify the end date of the existing agent agreement and provide relevant documentary proof. In addition, if there is any information regarding the agreement or arrangement with the product/service owner following the expiration of the existing agreement, please provide the relevant information).

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(iii) Target markets

(iv) Focus of research

Expected lifespan of the “Holistic Business Plan” :

Estimate d man- hours / man-d ays for developing “Holistic Business Plan” by service provider :

8. Implementation Plan7

Please specify the key measures required for the service provider to implement the “Holistic Business Plan” (for example: collect certain data and visit/survey in certain area) as well as the timetable and milestone of the measures.

Commencement

Date ( day / month / year )

Completion

Date ( day / month / year )

Key Measure Implementation

LocationMilestone

7 The project should be completed within 24 months. The overall timetable of the key measures need to align with the project duration in item 4 of Section B.

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9. Expected Project Deliverables

Please list the expected project deliverables in clear, specific and measurable terms (Examples include certain content of a written report and data analysis) and estimate lifespan. Applicant enterprise can attach the service requirements and deliverables as supplementary information in the quotation invitation documents for service provider to develop the “Holistic Business Plan”.

Expected Project Deliverable Estimate Lifespan

10. Other information in support of this Application

11. Please confirm whether this Application is a re-submission of a previously rejected application under the Programme.

Yes (please provide details of the relevant application)

Application No. of the

previous application:

Please highlight the major differences between this Application and the previous one, and explain how the differences have addressed the comments made by the Programme Management Committee and/or the Government in previous vetting.

No

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12. Please indicate whether you have applied / are applying for the other sources of funding support provided by the HKSAR Government for carrying out the same proposed project / same specific measures in the proposed plan8?


Project Title:

Name of the Government Funding Scheme/Source:Amount of Funding Sought (HK$):

Application No.:

Submission Date:



No

13. Please indicate whether you have applied / are applying for other sources of funding support / sponsorship / donations provided by governments in other areas or non-governmental organisations in Hong Kong for the same project / specific measures in the project9？


Project Title:

Name of the Funding Scheme / Source:

Administrator of the relevant

8 Projects or specific measures in the projects that have already obtain / would obtain other sources of funding support / sponsorship / donations provided by governments will NOT be eligible for funding support under the Programme.9 Projects or specific measures in the projects that have already obtain / would obtain other sources of funding support / sponsorship / donations provided by governments in other areas or non-governmental organisations in Hong Kong will NOT be eligible for funding support under the Programme.

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Funding Scheme / Source:Amount of Funding Sought (HK$):

Application No.:

Submission Date:



No

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14. Project Expenditure(Individual expenditure items are subject to budget caps. Please refer to paragraph 5.2 and Annex 4 of the Guide to Application for details)

Expenditure Item

First year(First 6 months)　　　 day/month/year-day/month/year

First year(Remaining 6

months) day/month/year-day/month/year

Second year(First 6 months)

day/month/year-day/month/year

Second year(Remaining 6

months)day/month/year-day/month/year

Total Amount (HK$)

Details of the expenses

(A) Fee to Engage Qualified Service Provider (for developing holistic business plan)10

Expenses details on qualified service provider

Numbers of Consultant x man-day/man-hour

(days/hours#) x daily /hourly salary HK$ /person

= HK$

(# Please delete as appropriate)

Subtotal (A)

10 This is applicable to “Type (i) Project Application” for the applicant to engage a qualified service provider to develop a holistic business plan to explore and develop the Mainland market. Please state the number of consultants and man-hours or man-days required of each consultant for implementing the project, the man-hour or man-day rate and any expenses directly related to the engagement of the qualified service provider. Engagement of qualified service provider must adhere to the procurement procedures set out in paragraph 5.6 of the Guide to Application.

The qualified service provider engaged for implementing the project may subcontract part of the project work to other organisation(s) but the subcontracted consultancy fee should not exceed 50% of the fee payable to the qualified service provider .

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Expenditure Item

First year(First 6 months)　　　 day/month/year-day/month/year

First year(Remaining 6

months) day/month/year-day/month/year

Second year(First 6 months)

day/month/year-day/month/year

Second year(Remaining 6

months)day/month/year-day/month/year

Total Amount (HK$)

Details of the expenses

(B) Other Expenses (for example, external auditor expenses)

Details for Other Direct Costs

1. External audit fees (the expense for each audit cannot exceed HK$10,000):

Number of audits11:

Fee per audit: HK$

2. Other Costs:

Content： Location: HK/Mainland

Details of the expenses:

Detail #1: HK$

Detail #2: HK$

Reasons of the Expenses and remarks： Subtotal (B)

Total Project Cost(A)+(B)

Applicant’s Contribution in Cash12

(C)Amount of Funding Sought

(A)+(B)-(C)

11 Project duration equal or less than 12 months will require to submit one final audited account only. Project duration with more than 12 months will require to submit one annual audited account to cover the expenses for the first 12 months and a final audit account (two audited accounts in total).

12 Applicant enterprise should bear a minimum of 50% of the total project cost in cash.

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Section C – Particulars of the Service Provider(for development of holistic business plan)

The qualification requirements to be met by the service provider for implementing “Type (i) Project

Application” are set out in paragraph 2.2 of the Guide to Application.)

Please put a “” in the box or filled it with black colour (if applicable)

1. Name of the Service Provider intended to be engaged:

(English)

(Chinese)

2. Business Registration No.:

3. Address of the Service Provider:

4. Telephone:

5. Email Address:

6. Website (if any):

7.Type(s) of Consultancy Services Offered:

8. Year of Establishment:

9. No. of Employees in Hong Kong13: Full Time: Part Time:

10. Name of the Project-in-charge:

11. Consultancy experience of the Project-in-charge:

(Please enclose the curriculum vitae

of the project-in-charge according to the format at the Appendix)

Branding Experience Years

Upgrading & Restructuring Experience

Domestic Sales Experience Years

Others Experience Years

13 The number of employees shall include individual proprietors, partners and shareholders actively engaged in the work of the organisation as well as salaried employees of the organisation, including full-time or part-time salaried personnel directly paid by the organisation, both permanent and temporary.

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12. Projects related to branding, upgrading and restructuring and/or domestic sales completed by the service provider

(Please list out at least five completed projects)Year Client Information of the Projects Project Details

Name of Client:

Contact Person & Title:

Tel. & Email:

Name of Client:


Tel. & Email:

Name of Client:


Tel. & Email:

Name of Client:


Tel. & Email:

Name of Client:


Tel. & Email:

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13. Engagement of the qualified service provider for the development of holistic business plan must adhere to the procurement procedures set out in paragraph 5.6 of the Guide to Application. The Applicant shall keep the written quotations and other relevant information properly in accordance with paragraph 5.4 of the Guide to Application.

Written quotations have been received from the following service providers:

-

-

-

-

-

If the applicant does not intend to select the lowest bid among the written quotations received/to be received or fail to meet the minimum number of written quotations according to the procurement procedures prescribed in paragraph 5.6 of the Guide to Application, full justifications must be given below.

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Section D – Declaration & Signature by the Applicant (Mandatory)

I, on behalf of , declare that:

1. the Applicant has read the “ “Guide to Application for the Dedicated Fund on Branding, Upgrading and

Domestic Sales (Enterprise Support Programme) (the Guide to Application) and agree to follow the

provisions set out in the Guide to Application;

2. all factual information provided in this Application as well as the accompanying information are true and

accurate and reflect the status of affairs as at the date of submission. The Applicant understands that any

wilful provision of false information or withholding of any material information relating to this Application

will affect the outcome of this Application. The Applicant undertakes to inform the Secretariat of the

Enterprise Support Programme (the Programme Secretariat) immediately in writing if there are any

subsequent changes to the above information; and

3. the Applicant is having substantive business operations in Hong Kong, is at present not a listed company and

has no plan to become a listed company, in Hong Kong or any other places;

4. the service provider stated in the Section C of this Application has fully met the requirements set out in

paragraph 2.2 of the Guide to Application and the relationship between the Applicant and the service provider

does not constitute any conflict of interest as stated in paragraph 5.7 of the Guide to Application ; and

5. agree and authorise the Programme Secretariat to verify the information set out in Section C of this

Application with the service provider stated therein.

The Applicant authorises the Programme Secretariat to handle the personal data/information provided in this

Application in accordance with paragraph 7.9 of the Guide to Application. The Applicant also authorises the

Programme Secretariat and HKSAR Government to verify the information provided in this Application with the

related Government bureaux/departments.

Authorised Signature with Company Chop Name of Signatory

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Name of Applicant Position

Date

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Section E – Declaration & Signature by the Service Provider (For “Type (i) Project Application”, to be filled by the qualified service provider to be engaged by the Applicant to develop the holistic business

plan)

I, on behalf of , declare that

1. all factual information provided in Section C of this Application as well as the accompanying information

are true and accurate and reflect the status of affairs as at the date of submission. This organisation

understands that any wilful provision of false information or withholding of any material information

relating to this Application will affect the outcome of the Application. This organisation undertakes to

inform the Secretariat of the Enterprise Support Programme (the Programme Secretariat) immediately in

writing if there are any subsequent changes to the above information;

2. this organisation has fully met the requirements set out in paragraph 2.2 of the “Guide to Application for the

Dedicated Fund on Branding, Upgrading and Domestic Sales (Enterprise Support Programme) (the Guide to

Application) and the relationship between the Applicant and this organisation does not constitute any conflict

of interest as stated in paragraph 5.7 of the Guide to Application) ; and

3. agree and authorise the Programme Secretariat to verify the information set out in Item 12 under Section C

of this Application with the clients as listed out therein.

This organisation authorises the Programme Secretariat to handle the personal data/ information provided in this

Application in accordance with paragraph 7.9 of the Guide to Application.

Authorised Signature with Organisation Chop Name of Signatory

Name of Organisation Position

Date

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Section F – Supporting Documents Required for Application

Please put a “” in the box or fill it with black colour (if applicable) to indicate that copies of the relevant

documents will be submitted together with this Application to the Programme Secretariat.

Copy of the Business Registration Certificate of the Applicant

Copy of documentary proof of the shareholders of the Applicant as stated in Item 22 under Section

A of this Application (e.g. Form 1(a) of the Business Registration Office, Annual Return of the

Copy of documentary proof of the Applicant’s substantive business operations in Hong Kong

(please refer to Annex 2 of the Guide to Application)

Copy of the documentary proof of the agent agreement of product(s)/service(s) (demonstration of

the end date of authorisation in the agreement)

Copy of the documentary proof of the Applicant’s annual turnover last year

Curriculum Vitae of the key members of the project team

Copy of the Business Registration Certificate of the Service Provider

Company information of the Service Provider

Curriculum Vitae of the Project-in-charge of the Service Provider

Others:

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Dedicated Fund on Branding, Upgrading and Domestic Sales(Enterprise Support Programme) AppendixCurriculum Vitae of Key Members of the Project Team(Project Coordinator, Deputy Project Coordinator and if applicable, Project-in-charge of the Service Provider (Section C ) )

The information provided will be used for processing your application under the Enterprise Support Programme

of the Dedicated Fund on Branding, Upgrading and Domestic Sales (the Programme). It may be disclosed to

assessors, members of the Programme Management Committee of the Programme or relevant government

bureaus/departments for the purpose of vetting your application. You have the rights of access to or correction

of your personal data provided in this form. If you wish to exercise such rights, please contact the Secretariat of

the Enterprise Support Programme.

Project Coordinator

Personal Particulars

Name (English): (Mr/Ms/Prof/Dr)#

#Please delete as appropriate (First Name/Last Name)

Name (Chinese)：Position held in Company/Organisation：Company/Organisation:

Office Address:

Nature of Business:

Tel No.： Fax No. : Email Address:

Academic/Professional Qualification (in chronological order)：

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Deputy Project Coordinator




Name (Chinese)：Position held in Company/Organisation

Company/Organisation:

Office Address:

Nature of Business:

Tel No.： Fax No. : Email Address:


Relevant Working Qualification (in chronological order)：（Project management experience, if any, should be included）

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Project-in-charge of the Service Provider (Section C )




Name (Chinese)：Position held in Company/Organisation：Company/Organisation:

Office Address:

Nature of Business: ：Tel No.： Fax No. : Email Address:


Relevant Working Qualification (in chronological order)：（Project management experience, if any, should be included）

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申請者需知： - BUD 企業支援計劃€¦ · Web viewYes Name of Trade and Industrial...

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