Community Business Boost Programme - Business Glasgow · The support service to which you are...

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Community Business Boost Programme APPLICANT NAME: ____________________________________________________________ BUSINESS NAME: ______________________________________________________________ Please complete this application form as fully as possible. Any parts not fully completed or omitted may result in your application being deferred or rejected. Applications should be returned to :- Business Growth Development & Regeneration Services Exchange House 231 George Street GLASGOW G1 1RX Email: [email protected] DATE SUBMITTED __/__/__ Official use only

Transcript of Community Business Boost Programme - Business Glasgow · The support service to which you are...

Page 1: Community Business Boost Programme - Business Glasgow · The support service to which you are applying is run by the Economic Development Section of the Department of Regeneration

Community Business Boost Programme

APPLICANT NAME: ____________________________________________________________

BUSINESS NAME: ______________________________________________________________

Please complete this application form as fully as possible.

Any parts not fully completed or omitted may result in your application being deferred or rejected.

Applications should be returned to :-

Business Growth

Development & Regeneration Services

Exchange House

231 George Street

GLASGOW G1 1RX

Email: [email protected]

DATE SUBMITTED __/__/__

Official use only

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Checklist

PLEASE ENSURE THE FOLLOWING INFORMATION IS ENCLOSED

Prior to submission, please check that you have fully completed this application form. The following checklist is

a guide to the information required to appraise your application. The list is not exhaustive and other information

may be required.

Application form completed and signed by the owner, partner, director or company secretary

Personal Statement Form for all those identified in Section 5

Personal Credit check for all those identified in Section 5

Completed/Signed Data Protection Form

A well researched and commercially viable Business Plan. Business Plan should

include 2 years financial forecasts. For Business Plan requirements please see Page 4.

Management Accounts

The following documents should be submitted by each director, sight of original documents

will be required (a photocopy will be retained on file)

Passport or old style Driving Licence (paper) or photocard Driving Licence

Utility Bill

Financial accounts (if applicable)

Letter from Accountant or Solicitor confirming current address.

Letter from Accountant or Solicitor confirming current address and date commenced

trading. If this is not available, please provide a letter from your bank confirming the

date on which the company’s business bank account was opened.

Applicants should be aware that failure to submit the required information will result in delays in the

consideration of your application for support

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Business Plan Guidelines

Businesses applying for Community Business Boost require to submit an Application Form and Personal

Statement Form accompanied with their up to date Business Plan. The Business Plan is an important element

of your application seeking financial support.

The business plan must be clear, concise and include the following headings:

Executive Summary: a brief overview of company proposals

History, business and products: a brief description and history of the business, a description of the

principal products or services, markets, applications, significant product

advantages, features of current technology, proposed future

developments.

Market and competition: a description of specific markets to be targeted, size of market, major

customers, expectation of price, quality and service, major competitors,

market share sales forecasts for the next two years, pricing policy,

promotion and advertising policy, firm orders or letters of intent from

prospective customers and trends

Strategy and business development: a summary of the targets, new markets or products, expansion or

acquisition plans

Management and Organisation: descriptions of the management team, the company structure,

management succession and human resource policy

Summary financials: historical financial summaries for the past two years (if applicable)

along with financial forecasts covering a two year period and

the assumptions on which they are based. In the case of existing

companies in addition to this the most recent accounts and if these are

more than 3 months out of date the most recent management accounts.

Appendices: for example, the most recent accounts, financial projections, CVs of the

management team, SWOT analysis.

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1. Background Information

Please read conditions/guidance on this form before signing

Applicant Name ………………………………………………………………………......................................................... Business Name ………………………………………………………………………........................................................ Trading Name if different: ……………………………………………………………........................................................ Address: ...………………………………………………………….................................................................................... ……………………………........................................................................................... Postcode …………………….. Registered Office Address:……………………………………………………………........................................................ ………………………………......................................................................................... Postcode …………………......

Applicants position in the business: …………………………………………………………............................................ Phone ……………………..................................... Mobile Number …………………………………................. Website …………………………………………………………………………………………………………………………. Email address (please make this person specific) ……………………………………................................................... Legal Status of business (please tick) Sole Trader Partnership Ltd company Social Enterprise Limited Liability Partnership Cooperative Franchise

Other ……………………………………………………………………………………....................................................... Date of commencement of trading or expected start date: ………………………………………………………..……. Company Registration No: ……..……………............................................................................................................ Company VAT Registration No (if applicable): …………………................................................................................ When does your financial year end: ……………………………………………………………………………………….. Is your company part of a larger group: No Yes

Name of ultimate parent company: ……………………………………………………................................................. Address of parent company: ………………………………………………………….................................................... …………………………………………………………………………………………........................................................

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2. Business Information

Identify Sector within which you operate

………………………………………………........................................................................................................... ...............

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Describe your products and/or services, your competitive advantage and the market opportunity

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Business Bank Account Details

Bank ………………………………… Account Name …………………………………............................................

Sort Code ……………………………. Account No ……………………………………………………………………….

Please detail your Company’s Advisers (Public and/or Private Sector)

…………………………………………………………………………………………………………………………………..

Does your company have a written equal opportunities policy? Yes No

Does the business have a policy on recycling waste materials? Yes No

Does the business have an energy saving policy? Yes No

Is the business interested in undertaking environmental training Yes No

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3. Property Information

Have you identified a property Yes No

Address ……………………………………………………………………………….........................................................

…………………………………………………………………………………………..........................................................

…………………………………………………. Postcode ………………………....

Name of Proposed Landlord …………………………………………………………......................................................

Annual Rental Value £ ………………… Rateable Value £.………………….

Does the property require change of use/planning consent to your specific needs

Lease Terms ………………………………………………………………………….......................................................

…………………………………………………………………………………………........................................................

…………………………………………………………………………………………........................................................

…………………………………………………………………………………………........................................................

Anticipated Entry Date: …………………………………………..

Do you require assistance to complete the Small Business Bonus Scheme1 Application Form Yes No

Would you like information regarding the Glasgow Guarantee? Yes No

1 More information at: https://www.mygov.scot/business-rates-relief/small-business-bonus-scheme/

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4. Anticipated Impact

Please outline the anticipated impact your business will have on the local area? What social impact will the business

have, if any, on the local community?

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Please provide detail of past and projected performance:

Last Financial Year Projected Year 1 Projected Year 2

Total Sales

Gross Profit

Net Profit

Total number of Jobs

- Women

- Members from ethnic minority background

- Disabled

5. Details of Owner, Partners, Directors, Company Secretary, Designated Members

and Shareholders

Name Position Date of Birth Date Appointed No. of Shares

% of Share Holding

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5. Privacy Statement for Community Business Boost Programme

Who we are: The support service to which you are applying is run by the Economic Development Section of the Department of Regeneration Services of Glasgow City Council which is a local authority established under the Local Government etc. (Scotland) Act 1994. Its head office is located at City Chambers, George Square, Glasgow G2 1DU, United Kingdom, and you can contact our Data Protection Officer by post at this address, by email at: [email protected], and by telephone on 0141 287 1055. Why do we need your personal information and what do we do with it? You are giving us your personal information to allow us to process your application for financial support for your business under the Community Business Boost Scheme. We also use your information to verify your identity where required, contact you by post, email or telephone and to maintain our records. Legal basis for using your information: We provide these services to you as part of our statutory function as your local authority. You can find more details of our role on our website at www.glasgow.gov.uk/privacy. Processing your personal information is necessary for the performance of a contract with you (or to take steps to enter into a contract with you) i.e. an agreement to provide financial support for your business for a fixed period, and on the basis of your consent. We also need to process more sensitive personal information about you in order to meet our legal obligations in relation to employment, social security and social protection law. Who do we share your information with? We are legally obliged to safeguard public funds so we are required to verify and check your details internally for fraud prevention. We may share this information with other public bodies (and also receive information from these other bodies) for fraud checking purposes. We are also legally obliged to share certain data with other public bodies, such as HMRC and will do so where the law requires this. We will also generally comply with requests for specific information from other regulatory and law enforcement bodies where this is necessary and appropriate. Your information is also analysed internally to help us improve our services. This data sharing is in accordance with our Information Use and Privacy Policy and covered in our full privacy statement on our website. It also forms part of our requirements in line with our Records Management Plan approved in terms of the Public Records (Scotland) Act 2011. We will also share your personal details with other bodies but where possible such data will be anonymised How long do we keep your information for? We only keep your personal information for the minimum period amount of time necessary. Sometimes this time period is set out in the law, but in most cases it is based on the business need. We maintain a records retention and disposal schedule which sets out how long we hold different types of information for. You can view this on our website at www.glasgow.gov.uk/rrds or you can request a hard copy from the contact address stated above. In instances where your application for business support was not successful, we will delete your personal data after six months from the date of your application. Your rights under data protection law:

access to your information – you have the right to request a copy of the personal information that we hold about you.

correcting your information – we want to make sure that your personal information is accurate, complete and up to date. Therefore you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information – you have the right to ask us to delete personal information about you where: i. you think that we no longer need to hold the information for the purposes for which it was originally

obtained ii. we are using that information with your consent and you have withdrawn your consent in the event of

an unsuccessful application. iii. you have a genuine objection to our use of your personal information – see Objecting to how we may

use your information below iv. our use of your personal information is contrary to law or our other legal obligations.

Objecting to how we may use your information – You have the right at any time to tell us to stop using your personal information for direct marketing purposes.

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Restricting how we may use your information – in some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information that we hold about you or we are assessing the objection you have made to our use of your information. This right might also apply if we no longer have a basis for using your personal information but you don't want us to delete the data. Where this right is realistically applied will mean that we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so. Withdrawing consent to use your information upon an unsuccessful application – Where we use your personal information with your consent you may withdraw that consent but only after an unsuccessful application in which case if you do withdraw your consent, we will stop using your personal information for the purpose(s) for which consent was given. In any case will delete your personal data, 6 months after the date of an unsuccessful application Please contact us as stated above if you wish to exercise any of these rights. Information you have given us about other people: If you have provided anyone else’s details on this form, please make sure that you have told them that you have given their information to Glasgow City Council. We will only use this information to allow us to process your application for business support funding under the Community Business Boost Scheme. If they want any more information on how we will use their information they can visit our web site at www.glasgow.gov.uk/privacy or email [email protected]. Complaints: We aim to directly resolve all complaints about how we handle personal information. However, you also have the right to lodge a complaint with the Information Commissioner's Office, who can be contacted by post at: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. By phone on 0303 123 1113 (local rate) or 01625 545 745. Visit their website for more information at- https://ico.org.uk/concerns More information: For more details on how we process your personal information visit www.glasgow.gov.uk/privacy If you do not have access to the internet you can contact us via telephone to request hard copies of our documents.

I confirm that I have read the guidelines and above conditions pertaining to this scheme and confirm that my company will adhere to all the conditions detailed therein. I also confirm that all the information contained within this application is correct and understand that if this is found not to be so at any later stage, any award will be cancelled and my company will immediately repay any monies that may have been paid with regard to the application. Signed …………………………………………………… Position ……………………………………………… Print Name ………………………………………………. Date …………………………………………………..

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7. State Aid Form

Glasgow City Council, DRS, Economic Development

Applicant …………………………………………………………………………………………………………………….

There are European community rules governing the State Aid which individual member states may give to businesses

Glasgow City Council financial assistance to business programmes operate under an element of the State Aid rules

known as de minimis which allows member states to give small amounts of aid to businesses without notifying it to

the European Commission in Brussels.

Under de minimis the maximum amount which can be given to any single business must not exceed €200,000

in the three year period prior to a grant being advanced. As the provider of this state aid, Glasgow City Council must

check that this limit is not exceeded when new aid is given.

If your business has received any other state aid in the past three years it could be de minimis Aid, notified aid

or a mixture of both. Glasgow City Council will need to check this to determine how much is de minimis and

whether or not it will have any affect on the financial assistance you are applying for.

Please complete the table overleaf listing any other State Aid received by your business in the past three years

(or pending) and sign the declaration below. Glasgow City Council will then be able to check the de minimis

position as part of the financial assistance application assessment process.

I understand that my application for assistance from Glasgow City Council is governed by the European Com-

munity rules on State Aid. I further understand that aid that exceeds the de minimis limit is illegal aid, which my

business may be required to repay. I confirm that I have listed overleaf the total amount of all forms of aid re-

ceived by my business in the past 3 years, or currently pending, and I acknowledge that Glasgow City Council

will use this information to determine whether or not my application meets the conditions of the de minimis rule.

Signed …………………………………………………………………………………………………………………

Date ……………………………………

Name …………………………………………………………………………………………………………………

Position ………………………………………………………………………………………………………..……….

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If you have not received State Aid assistance, please enter Nil

Date of Assistance

Provider Name of Assistance Value

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8. Equal Opportunities Questionnaire

In order to help the Council to ensure that its equal opportunity policy is being carried out, would you please provide

the information requested below. This information will be kept in strictest confidence separate from your application

form and used for statistical purposes only. Please note, the provision of information in this section is entirely voluntary

and, if you choose not to do so, this will be held against you when considering your suitability for funding.

Thank you for your co-operation.

Please show your ethnic origin by ticking one of the boxes below:

White

Scottish Other British Irish

Mixed Any other White background, please specify …………………………………………………

Any mixed background, please specify ………………………………………………………..

Asian, Asian Scottish or Asian British

Indian Pakistani Bangladeshi Chinese

Any other Asian background, please specify …………………………………………………………………………..

Black, Black Scottish, or Black British

Caribbean African

Any other background, please specify …………………………………………………………………………..………

Other Ethnic background

Any other background, please write in ……………………………………......

Do you consider yourself to have a disability? Yes No

This Business is owned by:

a Woman

a Young Person (Under 25)

a Person from a Minority Ethnic Group