User Guide for the Online Application. OCC Front Office Portal G3 Front Office2.5

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1 User Guide for the Online Application OCC Front Office Portal G3 Front Office2.5 0

2 TABLE OF CONTENTS ONLINE APPLICATION PROCESS o How Do I Apply For Export Market Access? 2 COMPETING THE APPLICATION FORM o What Do I Need In Order To Complete My Application? 10 o Navigating Tips 11 o Notice Of Collection 13 o Registration And Eligibility Registration 14 Eligibility 15 Current Export Markets 16 o Project Information Proposed Target Export Markets 17 Project Details 18 Expected Results 19 Market Details 20 Corporate Details 21 Financial Details 22 Budget Summary 23 o Agreements Corporate Citizenship Declaration 25 Terms and Conditions 26 o Attachments 27 o Submission Summary 29 o Export To PDF 31 o Help 32 1

3 How do I apply for Export Market Access? Here is what you need to do to apply for Export Market Access: Review the EMA Application Guide for eligibility criteria and process Review this User Guide for instructions on how to complete the Online Application Collect and compile required documents and information It is strongly advised that you print and review all of the relevant components of the application, and collect and compile all required information/documentation before you begin completing your on-line application. From the EMA website ( click Apply Now at the bottom of the How to Apply page to go to the OCC Front Office Portal. o Click on Search Funding Opportunities, to begin the registration process. o Follow the steps to create a profile and access the application form. Once you have started the online EMA application form you can save your work, stop, and return later. Please note that any entries that are not saved will be lost in the event of connectivity or other failure. Complete online application and submit. 2

4 Follow the steps below to begin the application process New users will need to click Search Funding Opportunities. A wizard will then guide you through the application process. Returning users can login directly by entering their username and password in the top left menu bar. 3

5 Search Funding Opportunities Enter EMA in the Keyword box and click Search. The Export Market Access funding opportunity will appear in the list. Click to register. You will then be asked to Create a Profile. **Every page in this Front Office portal includes instructions text, accessible by clicking the Instructions "[Show]" hyperlink in the upper left hand corner of each screen. This text explains the functionality in the current screen as well as the next steps in the application process. 4

6 Create a Profile Click Create Profile button. 5

7 Complete User Profile Complete all fields and click Save & Next Record username and password for future reference. 6

8 Complete Applicant Details Complete all fields and click Save & Next 7

9 Complete Applicant Profile (continued) Click Edit. Complete all fields and click Save, then click Complete. 8

10 You have now created your EMA Applicant Profile. Click Return to Registration Wizard in left menu bar. Complete Applicant Profile (continued) Click Next. Create a Project 9

11 Enter a meaningful name for the project for which you are applying for funding. Click Save & Next. You will now be taken to the EMA online application form. COMPLETING THE APPLICATION FORM Q: What do I need in order to complete my application? A: In order to complete your EMA Application from you will need to provide the following information: Description of Your Business Date of Business Registration/Incorporation Fiscal Year End Sales Data Total Sales for the two most recent fiscal years Total Export Sales for the two most recent fiscal years Current Export Markets Current Market(s), Numbers of Years Exporting, % of Export Sales US Regional Market(s) if currently exporting to US Proposed Target Export Markets Proposed Market(s) and Proposed Activities US Regional Market(s) if proposing to export to the US Project Details/Market Details Project Start and End Date International Marketing/Market Entry plan (if applicable) Expected Results Performance Measures Estimated dollar value of total amount of new business your company expects to achieve within 1 year of completing the proposed activities. Estimated dollar value of total new export sales your company expects to achieve in the targeted market(s) within 1 year of completing the proposed activities. Estimated number of new jobs your company expects to create as a result of increased export sales generated from the target market(s). The jobs must be created in Ontario. Estimated number of new contacts your company expects to gain as a direct result of completing the proposed activities. Estimated number of product certifications in target market(s). Only applicable if the project includes product certification activities. Budget Summary 10

12 Detailed description of proposed eligible activities, estimated costs, and available funding sources Quotations from third party suppliers Financial Details Name of Banker and Accountant 11

13 Navigation tips Refer to Next Page A: Logout out of EMA Application Front Office Portal Completely logs you out of the application form and the EMA Application Front Office Portal. B: Documents to Download Location of EMA Application Guide, and FAQs C: Navigate to different sections of the application form Click on any of the links to take you directly to the selected section of the application form at any time. D: Leave the application form but not the Front Office Portal Click on any of the links to: View your profile Export to PDF or download PDF view Return to the Front Office Portal When you are filling out the application form you can return to the main page at any time by clicking Back to Submission List in the left menu bar and then clicking Front Office Portal at the top of the left menu bar. E: Save Remember to SAVE your form as you go, that way you can stop and return at any time to continue. You do not have to complete the full application all at once. Please be advised your session will time out after 10 minutes of inactivity. Save save your entries and remain on the same page Save & Back - save your entries and return to the previous page Save & Next - save your entries and move to the next page Back - Return to the previous page without saving your entries Next Move to the next page without saving your entries 12

14 First Page of EMA Application Form - Navigation B Documents to download A Logout out of EMA Application Front Office Portal C Navigate to different sections of the application form D Leave the application form but not the EMA Application Front Office Portal E Save options 13

15 Follow the steps below to complete the online application form. Review, complete and click Save & Next 14

16 Complete and click Save & Next 15

17 Please do not enter a value. This field is automatically calculated when you Save. Please do not enter a value. This field is automatically calculated when you Save. Enter a numeric value Complete and click Save & Next 16

18 Complete and click Save & Next 17

19 Complete and click Save & Next 18

20 You may either enter a date manually or click on (icon) to display a calendar. Complete and click Save & Next 19

21 Complete all fields and click Save & Next 20

22 Complete applicable fields and click Save & Next 21

23 Complete applicable fields and click Save & Next 22

24 Complete applicable fields and click Save & Next 23

25 Complete and click Save & Next 24

26 Complete all fields in the Amounts($) and Description of Activities columns that apply. You do not need to enter values for variance, sub-totals and totals. These will be calculated automatically when you save. Enter the amount being requested from EMA and click Save & Next. 25

27 Complete all fields and click Save & Next 26

28 When completing the application form please review the Terms and Conditions Once you have reviewed the Terms and Conditions you will need to accept the terms. Complete and click Save & Next 27

29 Save documents you wish to upload on your computer Click on the Document Type that you wish to upload. 28

30 Click here to find your documents to upload Complete document description and click the Browse button Once you find your document, click the Open button. This will upload the document into the attachment field. Click Save& Back to List. 29

31 Click Next when you have finished uploading all of your quotations and documents. 30

32 Submit button The Submit button will NOT become active until all sections of the application form have been completed. The Last Updated column will indicate any sections of the application form that are incomplete. Clicking on the item under the Part column will take you directly to that section of the application form. You can export your application to PDF to review it before submitting it. Once your application has been submitted you will not be able to make any changes to it. 31

33 Once all of the sections are completed the Submit button will become active. You can export your completed application to PDF to review it. Once submitted your application will be reviewed and you will be notified within 30 business days about the status of your application. 32

34 Export to PDF and Print You can export you application form to PDF at any time and print it. Select which sections you wish to export From the bottom of the left menu bar right click Export to PDF and choose Open in New Window 33

35 If you click the Export to PDF button you will have to use the BACK button of your browser to get back to your form. HELP Assistance can be found by clicking the Contact Us button in the left menu bar of the Front Office Portal. When you are filling out the application form you can return to the main page at any time by clicking Back to Submission List in the left menu bar and then clicking Front Office Portal at the top of the left menu bar. 34

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