Fillable Part I. Guidelines & Requirements Oklahoma STEP Fund (Oklahoma Department of Commerce)

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Part I. Guidelines & Requirements Oklahoma STEP Fund (Oklahoma Department of Commerce)

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Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Smal
l
Business Administration
1
The Oklahoma STEP Fund is part of the State Trade Expansion (STEP) Grant Program which is a permanent export
promotion program to make matching-fund grants for states to assist ‘Eligible Small Business Concerns’. The intent of
this program is to increase the number of small businesses that are exporting, and to increase the value of exports
for those small businesses that are currently exporting. This grant is funded in part through a grant with the U.S.
Small Business Administration (SBA) under the Small Business Jobs Act of 2010, Section 1207.
Part I. Guidelines & Requirements
A. Eligibility Requirements:
To be eligible, an applicant must own a small Oklahoma based business which: (1) is organized or
incorporated in the United States; (2) is operating in the United States; (3) has been in business for not
less than 1 year, as of the date on which assistance is provided using this grant; (4) has access to
sufficient resources to bear the costs associated with trade, including the costs of packing, shipping,
freight forwarding, and customs brokers; (5) in good business Standing; and (6) complies with the SBA
size standards found at 13 C.F. R. Part 121.
B. Application Requirements:
In order to be considered for the Oklahoma STEP Fund, all applicants are required to submit the following
application packet which consists of the following sections:
a. Part I - Guidelines & Requirements;
b. Part II - Company Profile Form;
c. Part III - Project Proposal and Strategic Export Plan Guidelines (typed, single-spaced, 12-pt font,
3-page limit);
d. Attachment I - Self-Representation as an ‘Eligible Small Business Concern’ Form;
e. Attachment II – Debarment Certification Form;
f. Attachment III - Export Questionnaire Form (must score 66% or higher); and
g. Other Attachments and exhibits as deemed necessary to support project proposal and
eligibility requirements (Please limit to 3 pages)
C. Grant Requirements:
The recipient must use the grant specifically for international business purposes. Assistance to be
provided to ‘Eligible Small Business Concerns’ under the 2019 grant will include exhibition at designated
export trade shows and travel costs associated.
Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Small
Business Administration
2
D. Prohibitions on the Use of Grant Funds:
(1) This Award may not be sub-granted, either in whole or in part, to a third party. (2) Grant proceeds cannot be
used for expenses related to entertaining current or prospective clients or government officials; (3) Grant proceeds
are subject to the limitations on political activity under the Hatch Act, 5 USC §§ 1501 et seq, and 18 USC § 595. No
grant proceeds may be used for any political activity or to further the election or defeat of any candidate for public
office. No grant proceeds may be used to provide voters or prospective voters with transportation to the polls or
similar assistance in connection with an election or any voter registration activity pursuant to 42 USC § 9904(c)(7);
(4) No portion of the grant proceeds may be used for lobbying activities in accordance with OMB Circular A-122; (5)
Grant proceeds cannot be used for construction purposes and cannot be used for costs of litigation; and (6) Grant
proceeds cannot be used for salaries, paying off existing debt or non-export related costs.
E. Deadline & Filing Instructions for the Grant Application:
To be considered, the applicant must e-mail all application components listed under item B to
stepfund@okcommerce.gov by the following deadlines. Must include “2020 STEP FUND APPLICATION” in the
subject line.
Tradeshows: Applications to use grant funds for tradeshows are due on the following schedule:
• MRO Americas Show, September 1-3, 2020 Dallas TX
o Apply by June 24, 2020. Approval notification by July 7, 2020
• NBAA Business Aviation Convention & Exhibition, October 6-8, 2020 Orlando, FL
o Apply by June 24, 2020. Approval notification by July 7, 2020
• Black Sea Defense, Aerospace, and Security International Exhibition, Oct 14-16,
2020, Bucharest, Romania
o Apply by June 24, 2020. Approval notification by July 7, 2020
• MRO Europe Show, October 27-29, 2020 BARCELONA SPAIN
o Apply by June 24, 2020. Approval notification by July 7, 2020
F. Application Review Process and Notice of Awards:
Each application will be acknowledged by e-mail and will then be distributed to the Oklahoma STEP Grant
Advisory Committee for review. The Advisory Committee has the ability to approve, dismiss or submit a Request
for Information (RFI) based upon the application content. The Advisory Committee will use a scoring system,
which is outlined on pages 7 & 8, to rate those applications that support the most efficient and effective use of
public funds. Notice of Awards will commence no later than 30 days after the deadline.
G. Minimum & Maximum Amounts of Funding Available:
Each applicant shall request the amount of funds needed at the time of application as outlined in their project
proposal. The Oklahoma Department of Commerce is not obligated to fund a grant at the amount requested. The
grant awards will not exceed $28,000. Please note that Recipients are eligible to receive funds to supplement
costs for up to 4 designated trade events.
Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Small
Business Administration
3
I hereby acknowledge that I have read and understood the guidelines and requirements for the Oklahoma
STEP Grant Fund and I agree to comply with all the terms & conditions listed if selected as a Recipient.
__________________________________________ _________________________________________
Applicant Printed Name Applicant Signature Date
H. Start Date & Length of Grant Contract Period:
The grant contract period shall be from September through September 29, 2021 in which the Recipient will be
required to expend all the grant funds.
I. Match Requirements:
Funds provided under this Grant shall be matched as follows: 75% Federal funding, 25% Recipient funding. Grants
will be funded through a reimbursement process in which the recipient will be required to supply copies of receipts
and other documentation as deemed necessary to support their preapproved costs. Funds provided under this
Grant will be made available as they are received through Federal funding.
J. Award Criteria:
The Recipient agrees to submit all records of expenses which include receipts no later than 30 days after last official
day of designated tradeshow, and also include a detailed report and/or survey that illustrates the initial result and
overall effectiveness of their project to stepfund@okcommerce.gov at the Oklahoma Department
of Commerce. A follow up report will then be required in one year.
K. Additional Information:
Please refer to www.okcommerce.gov/step for more information. For all other questions, please e-mail the
Department of Commerce at stepfund@okcommerce.gov.
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Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Small
Business Administration
4
Part II. Projects
Please indicate the designated events you would like to apply for. (4 Maximum)
MRO Americas Show - September 1-3, 2020, Dallas, TX
NBAA Business Aviation Convention & Exhibition - October 6-8, 2020 Orlando, IL
Black Sea Defense, Aerospace, and Security International Exhibition - Oct 14-16, 2020, Bucharest, Romania
MRO Europe Show - October 27-29, 2020 BARCELONA SPAIN
Year Established:
Title:
City, State, Zip:
Fax:
E-mail:
Amount Requested:
Part III. Company Profile
Company Name:
Contact Person:
Address:
Telephone:
Web Address:
Annual Sales Range (Please choose from the drop-down
box): Number of Employees:
A) Please indicate your firms level of export experience:
New to Export
Market Expansion
B) Ownership of the company is: Public Private
Drop Down
Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Small
Business Administration
5
Aerospace
Agriculture
Chemicals
Medical & Biotechnology
Engineering/Construction/Architecture
Environmental
Food Processing
Manufacturing
Energy
Oil &
Gas
Servi
ces
Other
Please select your product classification category:
What is your NAICS classification code?
D) Briefly describe your product(s) or service(s) and how they are different from those of your competitors.
E) Your products are: (Check the appropriate response)
Standard
Modular Built-to-order N/A
F) What is your domestic market share?
%
G) Please list your major competitors: Domestically:
Internationally:
C) Please indicate which industry category best describes your company:
Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Small
Business Administration
6
H) List any complimentary or companion product lines.
I) How do you sell your products domestically: If a combination or if you have specified
other please elaborate:
J) Does your company currently do business internationally? Yes No
If applicable, please list the countries/regions in which you are doing business:
Exports:
% of sales
Sourcing: % of product content
No
Date:
K) Is this your first time to apply for a State or Federal Grant? Yes
If not, please provide the last time that you received a Grant. Grant:
L) How did you learn about this Grant?
Global Business Services
A) Besides receiving funding and support with a grant, please check additional Commerce global business services and
countries/regions in which you would be interested in receiving:
International trade consulting meeting(s)
Export Education Services
Component sourcing assistance
Foreign company due diligence
Agent/distributor / partner search
International business protocol
consulting Foreign market research
Trade Financing Referral
International trade shows
Other service(s):
Commerce international trade offices: Mexico
Other countries / regions:
B) Should you choose to have our Mexico trade office assist and identify potential foreign buyers in Mexico, would you be
able to travel to Mexico to meet with these potential buyers with additional assistance from the trade office?
☐ Yes
☐ No
C) How did you learn about our office?
Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Small
Business Administration
7
Please submit a typed project proposal and export plan to explain your need for funding and international market(s) you
intend to pursue. Project proposal should be single-spaced utilizing a 12-pt font and should be no more than 3 pages in
length. The applicant should include all of the following as part of their project proposal:
Foreign markets the client intends to pursue;
Objectives the client expects to achieve in the foreign markets that it intends to pursue, and relevant time-frames;
Appropriateness of the client’s products or services to the foreign markets it intends to pursue;
Sufficiency of the client’s financial resources to support its entry into or expansion in the foreign markets that it
intends to pursue;
Sufficiency of the clients productive capacity for entry into or expansion in the foreign markets that it intends to
pursue;
Sufficiency of the client’s staff resources and time to support marketing and development of opportunities in the
foreign markets the client intends to pursue; and.
Sufficiency of the client’s international trade infrastructure (i.e., knowledge base of U.S. export requirements, foreign
market import market requirement, logistics, export financing, etc.) with respect to the foreign markets that it intends
to pursue.
Project Proposal Scoring System
The STEP Gant Advisory Committee will rate the eligible applicant’s proposal based upon the two categories below and
the degree to which their proposal illustrates and addresses the following:
Category One: Commitment & Readiness to Exporting – 50 pts
• Company commitment to exporting– 20 pts
o Is your company management committed to exporting as a new or expanded area of activity?
o How long is your management willing to wait to achieve acceptable export results?
• Company export readiness – 15 pts
o Have you adopted a long-term export plan?
o Have you made an effort to move forward with this plan?
o Does the company have current funds established for their export plan?
o Does management or company staff have export marketing or sales expertise?
• Product or Service export readiness – 15 pts
o How much has the domestic sales of your product or service grown over the past 3 years?
o What is your product’s or services’ current share of the domestic market?
o Is your product price-competitive in the domestic market?
o Is your product costly to transport over long distances?
o Has the company received unsolicited inquiries from foreign firms?
The U.S. Small Business Administration (SBA) would like to give eligible small business concerns the opportunity to expand your
knowledge and resources of other programs that are offered by the agency. Please check the appropriate box if you would like for
your company’s name and contact information to be shared with other programs offered by SBA. Your choice to participate or not,
will not change the status of your participation with STEP. SBA’s aim is strictly to share information about other opportunities with
you.
Part IV. Project Proposal & Strategic Export Plan Guidelines
Yes
No
Oklahoma STEP Fund Application
Funded in part through a grant with the
U.S. Small
Business Administration
8
Category Two: Growth, Expansion, Profitability & Retention – 50 pts
• Company forecast or projection of potential sales from exporting – 30 pts
o What do you hope to gain by exporting your product or service?
o How profitable could exporting be to your company?
o How easily could your company promptly fill any new export orders from present inventory or other sources?
o How would additional export business within your company be handled?
• Company plans for future expansion via exporting after proposed project has been completed – 20 pts
o What plans will be implemented to retain customers and end users?
o What specific actions would you take to continue to export into new or expanded areas of activity if you
were awarded this fund?
I certify that the above information is true and correct and hereby acknowledge that I have read and understood the
guidelines and requirements for the Oklahoma STEP Fund and agree to comply with all the terms
& conditions listed if selected as a Recipient.
Signature Date
Title Company
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STEP Fund Travel Worksheet
Trade Show Name
Exhibitor Registration Fee
Booth, Badge, and Additional Registration Fees
Date Travel to Begin
Date Travel to End
Destination: Country
Destination: City
Company Name
Company Official Name #1
Company Official Name #2
Flight Expense for #1*
Flight Expense for #2*
Lodging for #1**
Lodging for #2**
Total
*Airfare must be consistent with the Fly America Act Guidelines
**Lodging is based on Department of State per diem rates for foreign shows
***For domestic shows, lodging is based on GSA rates
MRO Americas Show
September 1-3, 2020 Dallas TX
Commerce will not have a presence - See Jesse Garcia for Booth space cost info.
NBAA Business Aviation Convention & Exhibition
October 6-8, 2020 Orlando, IL
Commerce will not have a presence – See Jesse Garcia for Booth space cost info.
Exhibitor Registration Fee: $6000.00
Black Sea Defense, Aerospace, and Security International Exhibition
Oct 14-16, 2020, Bucharest, Romania
Commerce will not have a presence – See Jesse Garcia for Booth space cost info.
MRO Europe Show
October 27-29, 2020 BARCELONA SPAIN
Commerce will not have a presence – See Jesse Garcia for Booth space cost info.
Exhibitor Registration Fee: $6000.00
Exhibitor Registration Fee: $6500.00
Exhibitor Registration Fee: $6500.00
$ 0.00
$ 0.00
$ 0.00
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Part I. Guidelines & Requirements Oklahoma STEP Fund (Oklahoma Department of Commerce)

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