Applicant guide for the Investments in Training Equipment Stream – Union Training and Innovation Program
Current status: Closed
This call for proposals ran from July 3, 2020 and August 28, 2020 at 3:00 pm Eastern Daylight Time.
Applicants should not start their proposed projects until:
- they receive approval of their project from Employment and Social Development Canada (ESDC)
- an agreement has been signed between the organization and a representative of ESDC
Please note that not all applications submitted under this process will be approved. Funding is limited. It is subject to budget considerations of ESDC and allocation of funds by Parliament.
Decisions are final and there is no appeal process.
On this page
- Part 1: Organization
- Part 2: Project
- Part 3: Funding
- Part 4: Declaration
- Appendix A
- Notice to applicants
Part 1: Organization
A. Organization identification
Question 1: Legal name
What is your organization’s legal name? The legal name is usually:
- the name on your registration with the Canada Revenue Agency (CRA)
- the name used on funding cheques
Question 2: Operating (common) name (if different from legal name)
What is the operating (or common) name of your organization (if it differs from the legal name)?
Question 3: Business or registration number
What is your 15-digit CRA business number? For registered charities and not-for-profit organizations, what is your registration number? (For example, 123456789 RR 0001).
You can find your CRA business number on tax-related documents or written communications from the CRA.
For more information, please visit the CRA website.
Question 4: Organization type
Your answer to this question must be “Not-for-Profit Sector”.
Note that Quebec-based organizations are not eligible to apply.
Question 5: Organization category
Tell us which category applies to you:
- associations of workers and/or employers
Organizations managing training funds for Red Seal trades (see Glossary) workers must answer this question with “Associations of Workers and/or Employers”. An example of this is a joint training fund for Red Seal trades workers set up by a union and an employer.
Question 6: Year established
When was your organization established?
Questions 7 to 11: Organization address
What is the address of your organization? Give a complete address in a format recognized by Canada Post. Look at the Canada Post website for information.
Questions 12 to 14: Telephone, fax and email
What is your organization’s telephone number, fax number (if it has one) and email address?
Questions 15 to 19: Mailing address (if different from organization address)
What is the mailing address of your organization (if it differs from your organization’s address)?
Questions 20 and 21: Telephone and fax (if different from organization address)
What are your organization’s telephone and fax numbers (if the mailing address differs from your organization’s address)?
Question 22: Organization’s mandate
What are your organization’s main activities, including your mission and objectives?
B. Organization contact
Question 23: First name and last name
Who is the main contact person for the proposed project?
Question 24: Position title
What is the title of the contact person named in question 23? (Example: Business Owner, President, Executive Director)
Question 25: Preferred language of communication
What language would your contact person prefer to use in writing and speaking?
Question 26: Organization contact (Address)
Does the address of your contact person differ from the organization address or the organization mailing address in Section A?
Questions 27 to 31: Contact address
If you answered “yes” in question 26, what is the address of your contact person?
Questions 32 and 33: Telephone and fax
What are the telephone and fax numbers of your contact person?
Question 34: Email address
What is the email address of your contact person? We will send all communications to this address.
C. Organizational capacity
This section helps us decide if your organization can manage a project.
Question 35: How many employees does your organization currently have?
Indicate the total number of employees in your organization.
Question 36: Has your organization undergone any important transformations in the past 2 years?
For this funding process, “important transformations” means:
- a change in leadership in the board of directors or at the executive level
- a large reduction, increase or turnover in staff
- a merger with or split from another organization
- a change in mandate or main activities, etc.
If you answer “yes”, tell us about the changes.
Question 37: Describe how your organization has the experience and expertise to carry out the proposed project activities?
Tell us about what you have done in the last 5 years that will help you carry out this project.
Question 38: Does your organization owe any amount to the Government of Canada?
If yes, how much? Use the spaces provided. Here is an example:
|Amount owing||Nature of amount owing||Department or agency to which money is owed|
|$10,000||Overpayment||Employment and Social Development Canada|
Question 39: If an amount is owing, is a payment plan in place?
Have you set up a plan to pay back the money?
If you answer “yes”, your application can continue. But you have to tell us what you owe and how you are paying back the money.
Part 2: Project
A. Project identification
Question 40: Project title
Give a short title that describes your project.
Questions 41 and 42: Planned project start and end dates?
When do you plan to start and end your project?
Projects must run for 36 months. Buy equipment and/or materials (see Glossary) in the first year. The following two years will be for the reporting on basic information to evaluate your project.
We expect that projects could start in January 2021.
You must start your project activities after we approved your project and signed a funding agreement. We can pay only for activities that have started after the signing of a funding agreement.
B. Project description
Question 43: Project Objectives (must clearly link to the program objectives)
Clearly describe how your project will help you address the need for trades training equipment and/or materials to meet industry standards or investments in new technology for the Red Seal trades.
Here are some examples of equipment and/or materials that you can buy:
- simulators (for example, a tower crane or a backhoe)
- advanced trade-based technology
- geothermal training systems
- milling/bevelling guns
- electric hoists
- sheet metal for use in training activities (for example, welding)
If applicable, include details on how your project will support the provision of online and/or virtual training (see Glossary) for the Red Seal trades. Projects that meet this objective could be assessed and funded before other projects.
Here are some examples of online and/or virtual training resources:
- e-learning platforms, including online forums, interactive platforms and virtual mobile applications
- video and audio recording equipment to develop online and/or virtual training content
- virtual reality technologies, such as mixed reality or virtual headsets
- technologies for scanning and rendering spaces
- web-based simulations technology
Also, tell us if your project will aim to involve broad-based partnerships (see Glossary). Your project does not need to meet this objective. But more consideration may be given to the projects that do.
Question 44: Project activities (give clear steps for each one)
Project activities are the steps used to meet the project objectives that you identified in your answer to Question 43.
Describe each activity by:
- listing them in a clear and realistic timeline
- identifying major milestones
- including details on how they link to the costs outlined in your budget
The costs associated with each activity should be reflected in the Budget detail template.
Clearly demonstrate that your project activities relate to:
- the purchase of equipment and/or materials or new technology for the purpose of training in a Red Seal trade
- the use of the equipment and/or material in training
- the assessment and reporting of the results of the projects
We suggest you submit an activity timeline like the following example:
- months 1 to 12
- Acquire competitive estimates/quotes for the equipment/material purchase
- Order the equipment and/or materials
- Receive the equipment and/or materials
- Equipment and/or materials ready for training
- months 12 to 35
- Collect data/information on apprentices/journey persons trained on the equipment and/or materials or in the new technology, and prepare reports
- Provide annual reports on Results Measurement Indicators to us
- month 36 (last month of the project)
- Prepare and submit a final report to us
Question 45: What do you expect the project to deliver and produce (project outcomes and outputs)?
Outcomes are the short-term, medium-term and long-term changes that you expect the project to deliver. You can link more than one outcome to an objective. Outcomes answer the questions “How do we know the project is a success?” and “How do the activities improve training for Red Seal apprentices and trade workers?”
Outputs are direct products or services that you will produce to get the outcomes you want. They answer the question “What will the project produce?” For example, new equipment for training Red Seal apprentices and trade workers.
Tell us what you expect your project to deliver (outcomes) and produce (outputs). Show the effects your project will have so that you can track your project’s success.
Question 46: Does the project include indicators to measure results?
Your answer to this question must be “yes”.
If we select your project for funding, you will be required to provide some basic information about the results of your project. We will use it to evaluate your project over two years following the purchase of your training equipment and/or materials. Among other things, that information will relate to the participants that use the equipment for training.
Question 47: Does this proposed project fit with your organization’s other activities?
If “yes”, describe how your project relates to the work your organization is doing now.
Question 48: Will any of the project activities take place somewhere other than where your organization is located?
If “yes”, give the main address first and then add other addresses.
If you have more than five locations, please continue your answer in Appendix A.
Question 49: Will your project benefit or involve people in English or French language minority communities?
Answer “yes” to this question if your project involves official language minority communities (English in Quebec, and French in other parts of Canada). Make sure the activities and costs are part of your answer to Question 44 - Project Activities and Question 58: Cost category.
We wants to meet our obligations under the Official Languages Act. We will ask the funding recipients to:
- make public announcements about the project in English and French
- actively offer project-related services to the public in English and French
- make project documents or other project information for the general public available in English and French
- encourage members of English and French language communities to take part in the project
- consider the needs of English and French language communities in providing services when they can
Also, tell us what languages the people your project is targeting speak. Tell us about any special needs of the official language minority communities, and tell us if you will consult them.
Click on the link to learn more about official language minority communities.
If you answer “no” to this question, we will still consider your application.
Question 50: Will any other organizations, networks or partners be involved in carrying out the project?
If your project involves a broad-based partnership, answer this question with these additional details:
- information about the partner or partners:
- type of organization, such as union, not for profit, public
- how the partner or partners will participate in the project (time and/or resources)
- how the partner or partners will benefit from the project results
You must also provide a letter from your partner or partners confirming their participation in the project.
Question 51: Does the project address the program’s national, regional or local priorities?
Not applicable for this funding. Answer “no” to this question.
Question 52: Does your project include activities that are listed in the Canadian Environmental Assessment Agency’s (CEAA) Regulations Designating Physical Activities established under the Canadian Environmental Assessment Act, 2012?
Not applicable for this funding. Answer “no” to this question.
Part 3: Funding
A. Anticipated sources of funding
For your project to be eligible, you must get cash contributions equal to or more than 50% of the total cost of your project from sources other than us. We will accept contributions equal to or more than 30% if you can demonstrate that you face any of these challenges (see Glossary for definitions):
- you are in a remote location
- you lack infrastructure
- you have limited partnership opportunities.
Provide an explanation in Annex A if you have any of these challenges.
If we select your project, we will ask you to submit a letter confirming the cash contribution from a source other than us. That letter will need to confirm that the cash contribution will be available when you will begin the project.
If we accept your application, the combined contributions from federal, provincial, territorial and municipal governments must be equal to or less than 100% of eligible costs.
Question 53: Source name
If you are receiving contributions from other sources, tell us their names.
Question 54: Source type
Tell us what type of organization is providing the cash contribution. Use this list:
- not-for-profit organizations
- municipal government
- provincial and territorial governments, institutions and Crown Corporations
- Indigenous organizations (including band councils, tribal councils and self-government entities)
- international organizations
- coalitions, networks or committees
- research organizations or institutes
- educational institutions
- public health and social services institutions
- for-profit organizations
Question 55: Cash contributions
Tell us how much cash contributions you will receive.
Question 56: In-kind contributions
Not applicable for this funding process.
Question 57: Confirmed cash and in-kind
Tell us if the contributions are confirmed.
Give a brief idea of your project’s costs in your Application for funding and Budget detail template (PDF Format). The amounts must be the same in both documents. Your costs must be reasonable and support your project activities.
Note that you will need to send us one quote for the purchase price of the equipment and/or materials with your application.
Enter your costs like the following examples:
- equipment - all-terrain crane: $1,300,000
- materials - 200 sheets of metal at $100/each= $20,000
- staff wages (for reporting activities):
- administrative assistant: 20$/hour X 1 (number of hours charged to the project per week) X 104 (number of weeks)= $2,080
- Mandatory Employment Related Costs (MERCs) at 15% (or other) of salary ($2,080)= $312
- benefits: $156
- total wages: $2,548
- or professional fees (for reporting activities) - consultant: $25/hour X 1.5 (number of hours charged to the project) X 104 (number of weeks) = $3,900
Question 58: Cost category
Use the Budget detail template (PDF Format).
We can only pay you back for eligible costs. Eligible costs must directly relate to your project activities. They are:
- capital assets (equipment and/or materials)
- equipment lease, rental or purchase and computer software (online and/or virtual training)
- internet and other information technology requirements (online and/or virtual training)
- staff wages (including mandatory employment-related costs) to support reporting
- professional fees (instead of wages) to support reporting
The ineligible costs are any other costs, such as:
- transportation, shipping and delivery
- renovation and installation
- staff wages for the delivery of training
- set-up of classrooms and office supplies
As stated in Question 44, include costs related to the reporting of the result of your project. The amount should be no more than $3,900 for the duration of your project. If we select your project for funding, we will review this amount with you.
Questions 59 to 61: Planned spending ($) (ESDC /Other, Cash/Other, In-kind)
Give the total planned spending from all sources, including us. The amounts should align with those that you put in section A. Anticipated sources of funding of your Application for funding.
“Other” means a cash or in-kind contribution from other sources other than us.
C. Budget details
Question 62: Associated businesses or individuals
Check all statements that apply to your planned spending of the funding from us.
In carrying out the project, you may have to buy goods or services you need from contractors. You may also contract out to third parties (outside providers) to carry out part of the project activities.
“Associated businesses or individuals” means:
- an officer, director or employee of your organization, or a member of their immediate family
- a business in which an officer, director or employee of your organization, or a member of their immediate family, has a financial interest
- a business connected to your organization
Question 63: Capital assets: Will capital assets be among your planned expenditures with ESDC funding?
Not applicable for this funding process.
Question 64: Further budget details
Give us a breakdown of your total costs per fiscal year (April 1 to March 31), by project activity and cost category.
As an example, this could be the breakdown for a 3-year project with $120,000 in eligible costs:
- April 1, 2021, to March 31, 2022: $50,000
- April 1, 2022, to March 31, 2023: $40,000
- April 1, 2023, to March 31, 2024: $30,000
Part 4: Declaration
You must complete and sign your application to be eligible for funding.
Make sure a person with signing authority signs your application. A person with signing authority is normally an executive member of the board of directors or an employee of the organization. This could be a president, a vice president, a chief executive officer, an executive director, or a chief of finance or human resources.
Use this section to add information to previous sections of the application, and specify the question number.
Tell us if you require an exception to the level of contribution to be eligible. You may receive it if you face any of these challenges:
- you are in a remote location
- you lack infrastructure
- you have limited partnership opportunities
Notice to applicants
We will use the information collected in your application to assess its merits. It may also be used and/or disclosed for:
- policy analysis
- evaluation purposes
In order to conduct these activities, various sources of information under our custody and control may be linked. However, these additional uses and/or disclosures of information will not impact your project.
In the event that the application contains personal information, such personal information will be administered in accordance with the Privacy Act and the provisions governing the protection of personal information that are set out in the Department of Employment and Social Development Act. The application is also subject to the Access to Information Act (“ATIA”). The ATIA provides every person with a right of access to information under the control of the department, subject to a limited set of exemptions. Instructions for obtaining access to this information are outlined in the government publication entitled Information about programs and information holdings, which may also be accessed online at any Service Canada Centre.
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