Fillable STEP9 APPLICATION Funded in part through a Grant (Economic Development Partnership of North Carolina)

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STEP9 APPLICATION Funded in part through a Grant (Economic Development Partnership of North Carolina)

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Funded in part through a
Grant with the U.S. Small
Business Administration
STEP9
APPLICATION
Industries (choose all that apply):
Manufacturer
Aerospace
Construction
Food Products Machinery
Plastics & Chemicals
Distributor
Automotive
Defense/Security
Furniture
Outdoor
Textiles
Service Company
Boating/Marine
Electronics
I.T.
Packaging
Transportation
Franchisor
Clean/Green Technology Composites
Energy Environmental Technology
Life Sciences Lumber
Personal Products Pet Products
Waste & Recycling
Other
Other
NORTH CAROLINA STATE TRADE EXPANSION
PROGRAM
9/30/20 – 9/29/22
1. COMPANY AND CONTACT INFORMATION
Company Name:
Facility address (Street/City/State/Zip):
Mailing address (Street/City/State/Zip):
Contact person:
Title:
Telephone #:
Email:
Secondary contact person:
Title:
Telephone #:
Email:
Website:
2. COMPANY DESCRIPTION
Primary company activity (choose all that apply):
STEP9 APPLICATION // PAGE 1
Funded in part through a
Grant with the U.S. Small
Business Administration
Do any of the following apply to your business (choose all that apply)?
Is your company foreign owned?
Is this business an affiliate or subsidiary of another company?
What is your export experience (choose just one)?
Continued Page 3
2. COMPANY DESCRIPTION
Minority-owned business
Yes
New to Export
(No export experience; only accidental or
novice exporting experience; no exports
within past 24 months)
Experienced Exporter
(Currently exporting to 1 or more markets)
Yes
No
No
(80 of North Carolina’s 100 counties are rural. Non-rural counties include Alamance, Buncombe,
Cabarrus, Catawba, Cumberland, Davidson, Durham, Forsyth, Gaston, Guilford, Henderson, Iredell,
Lincoln, Mecklenburg, New Hanover, Orange, Pitt, Rowan, Union, and Wake.)
Woman-owned business
Veteran-owned business Disabled Veteran-owned business
Rural business; If Rural, please list county here:
Year company established:
Primary NAICS code:
Company headquarters (include City and State):
Total number of (FTE) employees in NC:
Number of (FTE) employees globally:
Approximate gross sales last year:
Approximate percentage of export sales last year:
If yes, what percentage of ownership is foreign?
Country:
If yes, list the name of the parent company and location of its headquarters (City and Country).
Parent company: Headquarters:
In what countries does the company currently export (past 24 months)?
STEP9 APPLICATION // PAGE 2
Funded in part through a
Grant with the U.S. Small
Business Administration
Describe your product or service that you are seeking to promote. Include its competitive
advantages and unique selling proposition (i.e. what differentiates yours from the competition):
List other countries to which you are interested in exporting:
What tradeshows and networking activities have been most beneficial to your export goals?
With whom is your company currently working at the Economic Development Partnership of North Carolina?
What is your export experience (choose just one)?
2. COMPANY DESCRIPTION
3. PRODUCT/SERVICE INFORMATION
Who are your major competitors abroad?
If yes, in which countries and how? (e.g. agent, distributor)
Does your product/service consist of at least 51% US content? (i.e. produced or manufactured
parts, labor, and/or value-added content or any combination thereof)
The US Small Business Administration (SBA) would like to give eligible small business concerns the
opportunity to expand their 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 the 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.
Are you currently represented in any foreign country? Yes
Yes
Yes
No
No
No
STEP9 APPLICATION // PAGE 3
Funded in part through a
Grant with the U.S. Small
Business Administration
As part of the North Carolina STEP Program, North Carolina small business concerns (SBCs) may
qualify for reimbursement of up to $24,000 for approved export activities and services as detailed
below. Only complete the sections for which you are requesting reimbursement. Applications
must be submitted and approved prior to the activity in order to be eligible.
The NC STEP Program will reimburse up to $3,000 to SBCs for their costs of eligible airfare and
lodging for one or two company employees combined. Travel costs must be associated with exhibiting
at a trade show with EDPNC, exhibiting at a qualifying trade show on your own, or participating in a
trade mission organized by EDPNC or one of our export partners (e.g. NC Dept. of Agriculture).
Prepaid airfare booked up six months in advance of the approved trade show will be eligible for
reimbursement, provided it adheres to Fly America Act guidelines. Lodging reimbursement will be
limited to the allowed state or federal per diem rate for each night of stay and may not be paid for
prior to the beginning of the program-period (i.e. not before 9/30/19).
Please submit your travel cost estimates if you are seeking travel reimbursement. This should be
your flight & lodging confirmations if you have already booked, or else screenshots of each you are
considering.
4. FUNDING REQUESTS
Travel Reimbursement up to $3,000
1. Name the trade show or mission for which
you are seeking travel reimbursement:
10. List the First, Middle, and Last name of each traveler.
a. Traveler #1:
b. Traveler #2:
11. Is either traveler elected to hold public office?
12. Are you seeking or planning to seek funding from any other state or federal organization for the
same activity? (e.g. SUSTA, ARC, STEP from another state, etc.)
13. If yes, please describe:
2. Dates of the event:
3. Website of the event:
4. City/Country of the event:
5. Have you attended or exhibited at this event in the past?
a. If yes, when?
6. Will you be exhibiting with EDPNC at this event?
7. If not, who will you be exhibiting with, if anyone?
8. What is your booth number?
Yes
Yes
Yes
Yes
No
No
No
No
STEP9 APPLICATION // PAGE 4
Funded in part through a
Grant with the U.S. Small
Business Administration
The NC STEP Program will reimburse up to $5,000 to SBCs for their booth costs at qualifying trade
shows. Booth costs can be paid up to 12 months prior to the trade show. Virtual and in-person trade
shows qualify, including domestic trade shows with an international focus.
Please submit your booth cost estimates if you are seeking booth reimbursement.
4. FUNDING REQUESTS
Booth Reimbursement up to $5,000
1. Trade show name:
2. Trade show dates:
3. Trade show website:
4. City/Country of the event:
6. Booth number:
7. Have you attended or exhibited at this trade show in the past?
a. If yes, when?
8. Describe your planned event activities (e.g. meetings scheduled, site visits, new product rollout, etc.):
9. Are you seeking or planning to seek funding from any other state or federal organization for the
same activity? (e.g. SUSTA, ARC, STEP from another state, etc.)
10. If yes, please describe:
5. My company is exhibiting alone and will be listed as an exhibitor in the show’s directory: Yes
Yes
Yes
No
No
No
Export Service Reimbursement up to $6,000
The NC STEP Program will reimburse up to $6,000 toward select export service activities.
Qualifying export services include the translation of marketing media (brochures, product sheets,
videos, PPT presentations, etc., but not printing), digital ad space including social media platforms,
and services provided by the US Commercial Service office including Gold Key Services, Initial
Market Checks, International Partner Searches, and International Company Profiles.
Please submit your original materials in English and a project estimate from an NC-based
translation company if you are seeking translation or localization reimbursement. (A list of
reputable NC-translators is available upon request.)
Continued Page 6
STEP9 APPLICATION // PAGE 5
Funded in part through a
Grant with the U.S. Small
Business Administration
Export Service Reimbursement up to $6,000
1. For the Translation of Marketing Media, please describe which media you are planning to
translate (e.g. brochure, PPT presentation):
2. For Digital Ad Space, please describe the content and placement of your digital ad, and how you
expect it to drive international sales for you:
5. What is the cost of the USCS service?
Website Localization and E-commerce Reimbursement up to $10,000
The NC STEP Program will reimburse up to $10,000 to SBCs for qualifying costs related to
website localization and E-commerce including the design and development of websites with an
international focus, translation of content into foreign languages, search engine optimization, and
expenses to set up websites to accept international payments.
Please submit your cost estimate for your website project. This should be a quote provided to
you by a US-based service provider, and we can provide a list of vendors for your consideration
upon request.
1. Describe the scope of your project.
2. For which target countries?
a. If yes, who is your contact?
6. Are you currently working with the USCS office?
3. For which Export Services offered through the US Commercial Service (USCS) office are you
seeking reimbursement? (check all that apply)
Describe the purpose or target countries of the export service. For Discover Global Markets events, list
the dates of the event, your target countries, and the full name of your participants (up to 2):
a. Into which language(s)?
b. For which target countries?
c. What is the estimated cost?
a. For which target countries?
Gold Key Service or Discover Global Markets
International Partner Search
Initial Market Check or RAISE
International Company Profile
Yes No
STEP9 APPLICATION // PAGE 6
Funded in part through a
Grant with the U.S. Small
Business Administration
Export education webinars will be held throughout the STEP program-period, and STEP participants
will have their registration fees waived. Please indicate which event(s) you are interested in attending,
and you will be contacted to register when its date is approaching. Check all for which you would like
to be contacted:
October 15, 2020: Understanding the new United States-Mexico-Canada Agreement (USMCA)
January 14, 2021: HTS/Schedule B Classification
May 19, 2021: Filing EEI Using ACE System
July 15, 2021: Export Compliance 201
August 26, 2021: Creating an Export Management Compliance Program
Export Bootcamp (hosted by SBTDC)
Selecting Foreign Markets: January 20th – 10:00-11:30 am
Foreign Market Entry Strategies: January 27th 10:00-11:30 am
The Mechanics of Going Global: February 3rd – 10:00-11:30 am
Sustaining Global Success: February 10th – 10:00-11:30 am
The undersigned agrees to: adhere to all federal and North Carolina State grant requirements;
submit with this application the SBA Self-Certification and Debarment forms that are included in this
application; complete an evaluation provided upon successful completion of the event/activity being
supported through STEP; and provide sales and job creation/retention statistics directly resulting
from participation in the activity being supported by the NC STEP Program.
Keep in mind, you will be surveyed on this activity again within 9-12 months of its completion to
capture any further export sales, job creation, or general feedback you may have to offer.
I certify that the information provided in this application is true and correct. I agree to abide by the
Economic Development Partnership of North Carolina’s STEP Program guidelines and reporting
policies as set forth in this application. I further understand that this application does not guarantee
approval of funds for any of the proposed events/activities that are outlined in this application.
Completion of this application does not guarantee funding or reimbursement for any business or
personal expenses. This application must be completed and signed by an authorized officer of the
applicant company to be considered for award.
5. ADDITIONAL STEP SERVICES
6. CERTIFICATION
Export Education
Signature: Printed Name:
Date: Printed Title:
STEP9 APPLICATION // PAGE 7
Certification Regarding
Debarment, Suspension, and Other Responsibility Matters
Primary Covered Transactions
This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 13 CFR
Part 145. The regulations were published as Part VII of the May 26, 1988
Federal Register
(pages 19160-19211). Copies of
the regulations are available from local offices of the U.S. Small Business Administration.
(BEFORE COMPLETING CERTIFICATION, READ INSTRUCTIONS ON REVERSE)
(1)
Business Name
Date
By
Name and Title of Authorized Representative
Signature of Authorized Representative
SBA Form 1623 (10-88)
Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily
excluded from covered transactions by any Federal department or agency;
Have not within a three-year period preceding this application been convicted of or had a civil judgment
rendered against them for commission of fraud or a criminal offense in connection with obtaining,
attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a
public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft,
forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen
property;
Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal,
State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this
certification; and
Have not within a three-year period preceding this application had one or more public transactions
(Federal, State, or local) terminated for cause or default.
The prospective primary participant certifies to the best of its knowledge and belief that it and its principals:
Where the prospective primary participant is unable to certify to any of the statements in this certification,
such prospective primary participant shall attach an explanation to this proposal.
This form was electronically produced by Elite Federal Forms, Inc.
(a)
(b)
(c)
(d)
(2)
INSTRUCTIONS FOR CERTIFICATION
- 2 -
1. By signing and submitting this proposal, the prospective primary participant is providing the certification set out
below.
2. The inability of a person to provide the certification required below will not necessarily result in denial of participation
in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the
certification set out below. The certification or explanation will be considered in connection with the department or
agency's determination whether to enter into this transaction. However, failure of the prospective primary participant to
furnish a certification or an explanation shall disqualify such person from participation in this transaction.
3. The certification in this clause is a material representation of fact upon which reliance was placed when the
department or agency determined to enter into this transaction. If is is later determined that the prospective primary
participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal
Government, the department or agency may terminate this transaction for cause or default.
4. The prospective primary participant shall provide immediate written notice to the department or agency to which this
proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when
submitted or has become erroneous by reason of changed circumstances.
5. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction,"
"participant," "person," "primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this
clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order
12549. You may contact the department or agency to which this proposal is submitted for assistance in obtaining a copy
of those regulations (13 CFR Part 145).
6. The prospective primary participant agrees by submitting this proposal that, should the proposed covered
transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is
debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless
authorized by the department or agency entering into this transaction.
7. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled
"Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion--Lower Tier Covered Transactions,"
provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered
transactions and in all solicitations for lower tier covered transactions.
8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered
transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it
knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the
ineligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List.
9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to
render in good faith the certification required by this clause. The knowledge and information of a participant is not required
to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.
10. Except for transactions authorized under paragraph 6 of these instructions, if a participant in a covered transaction
knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily
excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the
department or agency may terminate this transaction for cause or default.
All SBA programs and services are extended to the public on a nondiscriminatory basis.
_______________________________________________ ______________________________________
SIGNATURE DATE
______________________________________________________ ____________________________________________
TITLE COMPANY NAME
SELF-REPRESENTATION AS AN ‘ELIGIBLE SMALL BUSINESS CONCERN
The undersigned seeks services from a State grant recipient under the Trade Facilitation and Trade
Enforcement Act of 2015 (HR 644) which authorized the State Trade Expansion Program (STEP).
Section 503 of the Trade Facilitation and Trade Enforcement Act of 2015 defines the term 'eligible small
business concern,’ as a business concern that:
1. Is organized or incorporated in the United States;
2. Is operating in the United States,
3. Meets
a. The applicable industry-based small business size standard established under section 3 of
the Small Business Act; or
b. The alternate size standard applicable to the program under section 7(a) of the Small
Business Act and the loan programs under title V of the Small Business Investment Act of
1958 (15 U.S.C. 695 et seq.);
The U.S. Small Business Administration (SBA) size standards are found at 13 C.F.R. Part 121. Use the
following sba.gov link for information on size standards for your business
(https://www.sba.gov/category/navigation-structure/contracting/contracting-officials//small-
business-size-standards)
4. Has been in business for not less than 1 year, as of the date on which assistance using a grant
under this subsection commences; and
5. Has access to sufficient resources to bear the costs associated with trade, including the costs of
packing, shipping, freight forwarding, and customs brokers.
The undersigned certifies that this is an export ready U.S. company seeking to export goods or services of U.S.
origin or have at least 51% U.S. content.
Submitting false information in order to obtain services from a STEP grant recipient is a violation of Federal law.
If you submit false information the Government may seek criminal, civil, and/or administrative remedies
against you, pursuant to 18 U.S.C. §§ 1001, 1040; and 31 U.S.C. §§ 3729-3733. The Government may elect to
exclude you from further participation in certain Federal programs and contracts if you submit false
information in connection with receiving services from a STEP grant recipient.
I hereby certify that the business I represent is seeking services from a STEP grant recipient and is an eligible
small business concern,* pursuant to the above definition.
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STEP9 APPLICATION Funded in part through a Grant (Economic Development Partnership of North Carolina)

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Completed 10 July 2021

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