To facilitate assessment of proposals, companies are strongly encouraged to present their information using the following forms. For forms that have no limit on the amount of information to provide, officials should feel free to add rows so they can include all the required details.
- Form 1: Key project milestones
- Form 2A: Breakdown of eligible costs
- Form 2B: Cost breakdown by government fiscal year
- Form 3: Project locations and costs
- Form 4: Equipment cost breakdown
- Form 5: Special purpose equipment
- Form 6: Breakdown of material costs
- Form 7: Breakdown of subcontract costs
- Form 8: Certification and authorizations
Form 1: Key project milestones
Use this form to set out the milestones that are key to the project's success. If possible, limit the number of milestones to 5 to 7, but no more than 10. Use a Gantt chart to set out the planned progress towards these milestones.
Company name: 
| Project milestone (Description) | Date (Target completion date) | |
|---|---|---|
| 1. | Enter data here | Enter data here |
| 2. | Enter data here | Enter data here |
| 3. | Enter data here | Enter data here |
| 4. | Enter data here | Enter data here |
| 5. | Enter data here | Enter data here |
| 6. | Enter data here | Enter data here |
| 7. | Enter data here | Enter data here |
| 8. | Enter data here | Enter data here |
| 9. | Enter data here | Enter data here |
| 10. | Enter data here | Enter data here |
Form 2A: Breakdown of eligible costs
Company name:
| Description of activity area(use same title as in the statement of work) | Estimated eligible costs($000) | ||||||
|---|---|---|---|---|---|---|---|
| Direct labour | Equipment (see forms 4 and 5 for detail) | Direct materials (see Form 6 for detail) | Subcontracts and consultants (see Form 7 for detail) | Other direct costs | Overhead | Total | |
| 1. | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 2. | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 3. | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 4. | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 5. | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 6. | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| Total eligible costs | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
All costs are to be in accordance with Appendix 1: SADI Project Costs Principles. For claim purposes, companies are to choose one of the following two methodologies for the submission of eligible costs: the Canada Revenue Agency's Scientific Research and Experimental Development (SR&ED) Expenditures Claim (Guide to Form T661) costing methodology; or the Public Works and Government Services Canada (PWGSC) methodology whereby direct costs are calculated in accordance with the SADI Costs Principles, and indirect costing rates are determined using the applicable PWGSC costing rates negotiated with the company in accordance with PWGSC 1031-2 Contract Cost Principles. For any period for which the PWGSC rate negotiations have not been completed at the time of claim preparation, the previous year's negotiated PWGSC costing rates will be used in the interim. In the event that no previous PWGSC rate exists for the project, an interim overhead rate of 65 percent of direct labour will apply.
Form 2B: Cost breakdown by government fiscal year
Company name:
| Fiscal year(ending March 31) | Estimated eligible costs($000) | ||||||
|---|---|---|---|---|---|---|---|
| Direct labour | Equipment | Direct materials | Subcontracts and consultants | Other direct costs | Overhead | Total | |
20
| Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 20
| Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 20
| Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| 20
| Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
| Total | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here | Enter data here |
Form 3: Project locations and costs
Company name:
| Project location | Work performed | Estimated percentage of total eligible costs |
|---|---|---|
| 1. | Enter data here | Enter data here |
| 2. | Enter data here | Enter data here |
| Total eligible cost | Enter data here | |
Form 4: Equipment cost breakdown
Company name:
| Description | Estimated costs($000) | |
|---|---|---|
| ||
| Equipment valued at more than $250 000 per unitFootnote * | ||
| 1. | Enter data here | Enter data here |
| 2. | Enter data here | Enter data here |
| 3. | Enter data here | Enter data here |
| Equipment valued at less than $250 000 per unit | ||
| 1. | Enter data here | Enter data here |
| 2. | Enter data here | Enter data here |
| Total eligible costs | Enter data here | |
Form 5: Special purpose equipment
Company name:
This list is to include all items of special purpose equipment required to carry out the project.
| Description, serial number and model number | Quantity | Cost to the company ($000) |
|---|---|---|
| 1. Enter data here | Enter data here | Enter data here |
| 2. Enter data here | Enter data here | Enter data here |
| 3. Enter data here | Enter data here | Enter data here |
| 4. Enter data here | Enter data here | Enter data here |
| 5. Enter data here | Enter data here | Enter data here |
Form 6: Breakdown of material costs
Company name:
This list is to include all materials essential to the project's success or whose aggregate cost is significant.
| Description | Estimated costs ($000) | |
|---|---|---|
| 1. | Enter data here | Enter data here |
| 2. | Enter data here | Enter data here |
| 3. | Enter data here | Enter data here |
| 4. | Enter data here | Enter data here |
| 5. | Enter data here | Enter data here |
| Total eligible costs | Enter data here | |
Form 7: Breakdown of subcontract costs
Company name:
This list is to include all subcontracts essential to the project's success or whose aggregate cost is significant.
| Description | Names of anticipated contractor(s) | Estimated costs ($000) | |
|---|---|---|---|
| 1. | Enter data here | Enter data here | Enter data here |
| 2. | Enter data here | Enter data here | Enter data here |
| 3. | Enter data here | Enter data here | Enter data here |
| 4. | Enter data here | Enter data here | Enter data here |
| 5. | Enter data here | Enter data here | Enter data here |
| 6. | Enter data here | Enter data here | Enter data here |
| Total eligible costs | Enter data here | ||
Form 8: Certification and authorizations
I certify that:
- the information provided in this proposal and attachments is accurate and complete
- [name of company] is in full compliance with all of the company's current obligations, financial and otherwise, to the federal government, including other contribution agreements; execution of the proposed project will not prevent [name of company] from continuing to meet these obligations and from maintaining the economic benefits anticipated by the other agreements; and these obligations will in no way preclude [name of company] from fulfilling its obligations under the proposed project
- the work to be performed on [name of project] will be performed in accordance with the requirements of all regulatory bodies that have jurisdiction over [name of company] on this project
- [name of company] is currently in compliance with all municipal, provincial and federal environmental requirements.
I authorize the Industrial Technologies Office (ITO) to gather from, and share with, other government sources of assistance the necessary information to ensure there will be no duplication of assistance and confirm that all agreements are being adhered to.
I understand that no commercially confidential information provided in this proposal and attachments will be disclosed unless otherwise specified by [name of company]; required to be released by law; the information ceases to be confidential; or required by the Minister of Industry to be released to an international or internal trade panel for the purposes of the conduct of a dispute in which Canada is a party or a third-party intervener.
I understand that SADI is a discretionary program subject to available funding, and that submission of a complete proposal, meeting any or all of the assessment criteria, or responding to requests from SADI officers for further information in respect of a proposal, does not mean that funding will be granted. All companies whose projects are approved for SADI funding will be so notified in writing.
I acknowledge that any approved projects will be the subject of public announcements.
I have authority to bind the company,
Signature of authorized signing officer
Name and title
Date