Business Development Public Private Partnership Application

The following information is required by the Executive Office of Economic Development and Massachusetts Office of Economic Development as part of the application process for the Business Development Public Private Partnership.

Applicant Number: 1

Applicant Number: EDIP-000021

PART I: ORGANIZATION AND CONTACT INFORMATION

Applicant Information

Organization Name

Doing Business As (DBA)

Type of Organization

FEIN #

(Federal Identification Number)

DUA # (Dept. of Unemployment Assistance Number)

Website

Address

Organization Address

Executive Officer

Full Name

Title

Phone Number

Email Address

Is the Executive Officer mailing address different from the organization?

If yes, enter the Executive Officer’s mailing address.

Executive Officer Designee Complete this section only if another individual serves as primary contact If applicable, provide the name and contact information of the individual designated by the Executive Officer to serve as the primary contact for this application.

Full Name

Title

Phone Number

Email Address

Is the primary contact address different from the organization?

If yes, enter the Designee’s address.

Organization Overview

Provide a brief overview of your organization, including its mission, purpose, organizational history, key programs or services, and the markets and customers or populations it serves.

PART II: GOVERNANCE

Governance

Describe your board's composition, including the number and types of members, membership requirements, leadership structure, term lengths, committee structure.

Describe the Board of Directors’ experience with out-of-state and international business development.

Please complete the table in appendix A. Provide a table of the Board of Directors including: each member's name, title, role and committee(s) participation, qualifications relevant to the Commonwealth goals outlined in the RFP, and any affiliations with the Commonwealth of Massachusetts or other Massachusetts-based businesses, nonprofit organizations, or public entities, as well as any Economic Development Organizations or public entities performing similar functions across other jurisdictions in the United States and Abroad.

Have you included the board member list with the required fields with your application?

· Yes

· No, please explain

PART III_A: MANAGEMENT AND STAFFING

Leadership and Management Qualifications

Describe the qualifications, experience, and expertise of the organization's executive leadership and key management personnel relevant to the scope of this application.

Staffing Structure

Describe the organization's staffing structure to successfully perform the proposed work, including relevant experience managing programs of similar size, complexity, and scope.

Please complete the table in appendix B. Provide a list of key staff who will be responsible for delivering the proposed work. Include everyone’s name, title, role, qualifications, relevant experience, and percentage of time committed to the project.

Affiliations_ include any affiliations and nature of the affiliation with Massachusetts-based public, private, academic, nonprofit, or community organizations relevant to the proposed work, as well as any Economic Development Organizations or public entities performing similar functions across other jurisdictions in the United States and Abroad.

Have you included the staffing list with the required fields with your application?

Staffing Plan (for positions not yet filled)

For any positions that have not yet been filled, provide a description of the anticipated role, qualifications, recruitment strategy, and expected hiring timeline.

PART III_B: ORGANIZATIONAL CAPABILITIES

Out-of-State and International Business Development Approach

Describe the organization’s approach to prospecting, recruiting, and qualifying international companies for expansion and investment opportunities. Please attached any tools or templates that will be utilized in the process.

Out-of-State and International Business Development Capacity

Describe the organization’s experience, and demonstrate success in identifying, prospecting, recruiting, and qualifying international companies for expansion and investment opportunities during the past 3 calendar years. Please explain the targeted industries and companies.

Industry Engagement

Describe the applicant's relationships with priority industry sectors, corporations, investors, universities, trade associations, and other ecosystem partners that can support business attraction and growth.

Marketing

Describe the applicant's strategy for promoting Massachusetts internationally, generating awareness among target audiences, and strengthening the Commonwealth's brand and value proposition while leveraging EOED’s branding and different placement channels.

Financial Management

Financial management– provide an overview of the organization’s financial management capacity, including financial oversight, internal controls, budgeting, auditing and accountability practices.

Sustainability

Financial sustainability – provide an overview of the organization’s, financial health, trajectory, and long-term sustainability strategy

Corporate (private sector) funding - describe the applicant's financial capacity, long-term sustainability, and strategy for securing other resources (e.g., philanthropic, corporate, individuals, federal, institutional, or other non-state and non-corporate funding sources) corporate (private sector) funding to leverage and match Commonwealth investments.

Revenue-generating services– describe the organization’s revenue-generating activities that has supported its organizations to date. Explain which of these will be used as part of the organization’s approach to funding this initiative beyond the Commonwealth's investment.

Existing and Anticipated Funds - complete the table in appendix C. List any existing or anticipated matching funds, strategic partnerships, revenue, and other organizational funding sources and their investment period.

Have you included the existing and anticipated funding list with the required fields with your application?

· Yes

· No, please explain

Risk Management

Risk management plan_ describe the applicant's approach to managing operational, financial, legal, and reputational risks (Note you might describe your data risk management/security above)

PART IV: PERFORMANCE, ACOUNTABILITY, OUTCOMES, LONG-TERM IMPACT, AND OTHER BENEFITS

Performance, Accountability, and Data Management

Performance management _ describe your approach to goal setting and continuous improvement process.

Accountability_ describe the organization’s approach to accountability, including an overview of the organization’s policies and process.

Data management practices and system_ describe the organization’s approach to data management, including data governance, collection methods, data quality controls, security, privacy protections, and reporting capabilities for different stakeholder audiences.

Outcomes and KPIs

Performance Measurement Framework_ Describe the applicant's proposed performance measurement and reporting framework for tracking outcomes, assessing impact, and demonstrating return on investment (ROI)

Include the final outcomes and quarterly KPIs for each of the following categories. Describe the data sources, reporting methods, baseline measures, benchmarking methods used to assess progress, and reporting frequency that will be used to evaluate success.

Top of the Funnel Business Development (e.g., prospects, leads, qualified leads, qualified leads economic impact potential, referrals to other initiatives across the Commonwealth economic development strategies, others)

Financial Performance (e.g., budget performance, leveraged funding, revenue generation, cost-effectiveness, financial sustainability, others)

Operational Performance and Efficiency (e.g., program delivery, project milestones, customer satisfaction, marketing and brand building, and organizational effectiveness, others)

Return on Investment (e.g., long-term economic benefits to the Commonwealth as return of this investment)

Other Benefits

Public Benefit - Please describe the organization’s proposed approach to maximizing public benefits for this initiative. Describe how the organization will reflect and represent the diverse communities or stakeholders across the Commonwealth. List any expected public benefits beyond the outcomes and KPIs listed above. (Please see RFP for examples).

Climate Benefit – Please describe the organization’s proposed approach to maximize climate related benefits for this initiative. List any expected climate benefits beyond the outcomes and KPIs listed above. If your performance measurement framework, outcomes, and KPIs include climate benefits, please note it here.

PART V: IMPLEMENATION, COORDINATION, AND CONTINUOUS IMPROVEMENT STRATEGY

Transition Plan and Continuous Improvement

Milestones, activities, and progress outcomes - Provide a 12-month plan outlining the quarterly milestones and the activities that will be completed as part of this grant. Include progress KPIs. Some plan categories to ensure the organization is well prepared to launch outreach, awareness, qualification, and due diligence activities include but are not limited to:

· Governance

· Staffing planning, hiring, and onboarding

· Commonwealth reporting and coordination

· Capabilities building

· Fundraising and sustainability

· Piloting and evaluating

Have you included the transition plan with all required information with your application?

Coordination - describe how the applicant will coordinate with EOED, MOBD, MOITI, other Commonwealth partners, and external stakeholders to create a seamless and collaborative business attraction ecosystem. (See categories in RFP)

Communication and Continuous Improvement_ describe how the organization will keep EOED continuous improvement approach. Include how it will:

· Keep EOED informed of project progress, risks, issues, and performance

· Manage and communicate critical changes affecting scope, schedule, resources, or outcomes

· Incorporate stakeholder feedback and lessons learned to drive continuous improvement

PART VI: BUDGET

Annual Budget

Line-item Budget for Years 1-3_ Submit a comprehensive line-item budget for Year 1 (Y1) and projected budgets for Years 2 (Y2) and 3 (Y3) that reflect the anticipated growth and scaling of this strategy. Budgets shall identify all anticipated expenditures by category and clearly distinguish requested Commonwealth funding from other funding sources, including private, philanthropic, federal, institutional, fee-for-service or other revenue-generating activities.

Note, as part of the funding sources you may indicate if a fraction of the public funding is needed up-front to begin programing and planning.

(See the eligible uses of funds in the RFP)

Have you included the 3-year budget and required information with your application?

· Yes

· No, please explain

Budget Narrative _ Provide a budget narrative justification for all major budget items and explain how projected cost aligns with the proposed business development approach, Transition plan, and scaling strategy.

Include assumptions used to develop the Y2 and Y3 projections, anticipated sources of leveraged funding, and any expected changes in staffing, operations, programming, technology, or other costs as the initiative scales.

PART VII: APPENDIX AND ATTACHEMENTS

Appendix

List any appendix included below. List appendix name and a brief description of the information provided and reason for including

Attachments

List any documents attached as part of your application. Include File name, file format, and a brief description of the information provided and reason for attaching.

PART VIII: AFFIRMATIONS & DISCLOSURES

Affirmations

I affirm that this business will not unlawfully misclassify workers as self-employed or as independent contractors, and certify compliance with applicable state and federal employment laws and regulations, including but not limited to minimum wages, unemployment insurance, workers’ compensation, child labor, and the Massachusetts Health Care Reform Law, Chapter 58 of the Acts of 2006, as amended.

I affirm that this business will not knowingly employ developers, subcontractors, or other third parties that unlawfully misclassify workers as self-employed or as independent contractors, or that fail to comply with applicable state and federal employment laws and regulations, including but not limited to minimum wages, unemployment insurance, workers’ compensation, child labor, and the Massachusetts Health Care Reform Law, Chapter 58 of the Acts of 2006, as amended.

I affirm that this business adheres to the Immigration and Nationality Act.

I affirm that the business’ hiring practices adhere to an Equal Opportunity Employment/Affirmative Action Statement or Plan.

Disclosures

If, within the past five years, the applicant or any of its officers, directors, employees, agents, or subcontractors of

☐ Indictment, judgment, conviction, or grant of immunity, including pending actions, for any business-related conduct constituting a crime under state or federal law.

Please Explain:

☐ Government suspension or debarment, rejection of any bid or disapproval of any proposed contract subcontract, including pending actions, for lack of responsibility, denial or revocation of prequalification or a voluntary exclusion agreement.

Please Explain:

☐ Governmental determination of a violation of any public works law or regulation, or labor law or regulation or any OSHA violation.

Please Explain:

Please disclose any pending litigation that the applicant or any of its officers, directors, or affiliated businesses has before the Commonwealth of Massachusetts, its agencies, its municipalities, and the federal government:

N/A

PART IX: CERTIFICATION & AUTHORIZATION

Certification

Please attach proof of good tax standing in the Commonwealth of Massachusetts via a Massachusetts Department of Revenue Certificate of Good Standing for each of the businesses intending to take advantage of the state tax incentives.

For more information on the DOR Certificate of Good Standing, please visit: https://www.mass.gov/info-details/faqs-dor-certificate-of-good-standing-or-corporate-tax-lien-waiver

Have you included the certificate of good tax standing with your application?

· Yes

· No, please explain

Please attach proof of good standing with the Massachusetts Department of Unemployment Assistance by obtaining a Certificate of Compliance for each organization directly applying or applying as part of a consortium to this initiative.

For more information on the DUA Certificate of Compliance, please visit: https://www.mass.gov/unemployment-insurance-ui-for-employers

Have you included all the certificate(s) of compliance with Massachusetts Department of Unemployment Assistance with your application?

· Yes

· No, please explain

Please attach proof of good standing with the Secretary of the Commonwealth by obtaining a Certificate of Good Standing for each of the for each organization directly applying or applying as part of a consortium to this initiative.

For more information on the Secretary of the Commonwealth’s Certificate of Good Standing, please visit: https://corp.sec.state.ma.us/CorpWeb/Certificates/CertificateOrderForm.aspx

Have you included all the certificate(s) of good standing with the Secretary of the Commonwealth with your application?

Authorization

As the applicant business applying for the Commonwealth of Massachusetts Business Development Public Private Partnership grant, I hereby certify that I have been authorized to file this application and to provide the information within and accompanying this application and that the information provided herein is true and complete and that it reflects the applicant’s intentions to the best of my knowledge after having conducted reasonable inquiry. I understand that the information provided with this application will be relied upon by the Commonwealth in selecting a business development partner and that the Commonwealth reserves the right to take action against the applicant or any other beneficiary of the grant if the Commonwealth discovers that the applicant intentionally provided misleading, inaccurate, or false information. I make this certification under the pains and penalties of perjury. The signatories also hereby acknowledge that, under the Public Records law of the Commonwealth of Massachusetts, this application and all documents submitted in support thereof are public records under the provisions of M.G.L., c. 4, § 7 (26).

I understand

Questions? Johana.Muriel@Mass.gov Page 2 of 2

APPENDIX A: BOARD OF DIRECTORS

APPENDIX B: MANAGEMENT AND STAFF

APPENDIX C: EXISTING AND ANTICIPATED FUNDING

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