2019 BAI performance measurement framework: Annex

PART V. Annex

Appendix A. BAI Questionnaire

(To be completed by the BAI)

Section 1 – Organization Profile

Organization Name:

Year Established/Founded:

Primary Point of Contact
Given Name(s):
Family Name:
Email:
Phone Number:

Secondary Point of Contact
Given Name(s):
Family Name:
Email:
Phone Number:

Headquarters
Address:
City:
Province:
Postal Code:
Country:
Website:

Please select the affiliation of your organization.

Select all that apply:

  • University-affiliated
  • Community-based
  • Private
  • Other

What funding sources or revenue models apply to your organization?

Select all that apply:

  • Federal government
  • Provincial government
  • City or municipal government
  • Foundation, non-profit granting body
  • Client fees
  • Real estate
  • Corporate sponsorship
  • Accelerator fund (fund management fees and/or returns)
  • Other
    • Please indicate the other revenue model or funding source: [text box]

Section 2 – Organization Program Profile

Please complete a profile for each program available at your organization.

Program:

Intake Method

  • Cohort-based
  • Continuous Intake

Program Structure

  • Structured and Time-bound
    • Length of Program
  • Open-ended support services

Program Type

Select all that apply:

  • Co-work/office space
  • Laboratory space/maker space
  • Business coaching/consulting/mentoring/leadership development
  • Trade and export support
    <Includes: Business development missions, internationalization, and any other activities linked to international market development.>
  • Networking events and key introductions
  • Access to funding
  • Regulatory assistance
  • Intellectual property education and assistance
    <Includes: patent, trademark and copyright evaluation, intellectual property strategy, protection and licensing.>
  • Practical prototype/MVP development assistance
  • Other

Target Development Stage(s)

Which best characterizes the development stage(s) of the companies that this program targets?

Select all that apply:

  • Idea - Entrepreneur with idea; a solution in search of a problem.
  • Discovery - Clearly articulated and plausible problem/solution statement and the capacity to test it.
  • Validation - A minimum viable product and evidence that it solves a real problem for an identified market
  • Efficiency - Initial traction in a receptive enough market to build a business in.
  • Scale - Evidence that a scalable sales and marketing process has been established. Accelerating revenue/customer growth.
  • Mature - Stable profit from year to year.

Target Sector(s)

Which sectors does this program target?

Select all that apply:

  • Agriculture
  • Advanced Materials & Advanced Manufacturing
    • <Excludes specifically forestry, agriculture, mining, clean technologies and life sciences.>
  • Clean Technologies
    • <Technologies that protect and/or increase efficient utilization of land, water and air resources.>
  • Consumer Retail
  • Digital Media and Telecommunications
    • <Digital applications and content and information and communications technologies.>
    • <Excludes healthcare, agriculture, forestry, mining, financial services, education, social innovation, culture/recreation and energy-related solutions.>
  • Education
  • Financial Services
  • Food & Beverage
  • Forestry
  • Life Sciences and Advanced Health
  • Mining, Oil & Gas
    • <Includes extractive activities that would not fall under clean technologies.>
  • Tourism and Culture
    • <Includes entertainment and sports.>
  • Transportation
  • Other
    • Please indicate the type of technology/business your program targets: (text box)

Program cost to client:

Select all that apply:

  • Fixed fee
    • <For example, registration fees>
  • Variable fee based on project scope
    • <For example, fee-for-service contracts>
  • Equity from client company
  • No fee to client

What type of funding is available, if any, through the program? Please select a range based on the approximate average value per recipient.

(Ranges: $1K-19K; $20K-49K; $50K-$99K; $100K-$249K; $250K+)

  • No funding
  • Equity investment
  • Grants (e.g. seed grants, awards, subsidies, non-repayable contributions)
  • Debt (e.g. repayable loans, lines of credit)

How is the program primarily delivered?

  • In-person (e.g. entrepreneurs meet in person with fellow entrepreneurs, program facilitators, mentors and business advisors)
  • Remote (e.g. your activities take place in a virtual/web-based space)

Indicate the annual average number of clients served by this program in a calendar year.

Appendix B. Company Questionnaire

(EXPLANATORY NOTE: Some data collection systems allow the information in Section 1 (BAI Profile) to be collected once, saved and sent back to companies in following years for review. If that is the case, the BAI administering the survey may seek to have clients simply review the company profile information annually, while still completing Section 2 (Company Growth) with updated annual data. For those using systems without this functionality, client companies should complete both Section 1 and Section 2 of the survey on an annual basis).

Section 1 – Company Profile

(To be completed once by each client company, annually reviewed, and updated as required.)

Contact Information

Business Name

Business Legal Name:
CRA Business Number:

Primary Point of Contact

Given Name(s):
Family Name:
Email:
Phone Number:

Secondary Point of Contact

Given Name(s):
Family Name:
Email:
Phone Number:

Canadian Headquarters

Street Address:
City:
Province:
Postal Code:
Website:

Profile

Is your main corporate headquarters in Canada? Y/N
Year of incorporation: YYYY
Year of first sale: YYYY
Number of establishments in Canada:
Number of establishments outside of Canada:
<Establishment – A firm can have multiple establishments or be a single establishment. An establishment is an economic unit, such as an office, a store, a farm, a mine, or a factory, that produces goods or services. It is the smallest production entity of a firm that is generally able to provide accounting information regarding the value of shipments (sales), direct costs, and labour costs.>

Stage

Which best characterizes your development stage?

Choose from:

  • Idea - Entrepreneur with idea; a solution in search of a problem.
  • Discovery - Clearly articulated and plausible problem/solution statement and the capacity to test it.
  • Validation - A minimum viable product and evidence that it solves a real problem for an identified market
  • Efficiency - Initial traction in a receptive enough market to build a business in.
  • Scale - Evidence that a scalable sales and marketing process has been established. Accelerating revenue/customer growth.
  • Mature - Stable profit from year to year.

In which industry sectors do you have active products and/or technologies (select all that apply)?

  • Agriculture
  • Advanced Materials & Advanced Manufacturing
    • Excludes specifically forestry, agriculture, mining, clean technologies and life sciences
  • Clean Technologies
    • Technologies that protect and/or increase efficient utilization of land, water and air resources.
  • Consumer Retail
  • Digital Media and Telecommunications
    • Digital applications and content and information and communications technologies.
    • Excludes healthcare, agriculture, forestry, mining, financial services, education, social innovation, culture/recreation and energy-related solutions.
  • Education
  • Financial Services
  • Food & Beverage
  • Forestry
  • Life Sciences and Advanced Health
  • Mining, Oil & Gas
    • Includes extractive activities that would not otherwise fall under clean technologies.
  • Tourism and Culture
    • Includes entertainment and sports
  • Transportation
  • Other
    • Please indicate the type of technology/business your company targets: [text box]
Founder Demographics
  • How many people founded your venture?
  • How many founders are female?
  • How many founders are currently age 39 and under?
  • How many founders were born outside of Canada?
  • How many founders are Indigenous Peoples, that is First Nations, Métis or Inuit? (First Nations includes Status and Non-Status Indians)
  • What is the number of founders where this is their first venture?

Section 2 – Company Growth
(to be completed annually)

Business Legal Name:
Is this business's company profile up to date? <If YES, proceed to survey. If NO, update company profile>

What BAI programs has your business used in the previous calendar year?
(Will match BAI Programs Profile)

What BAI programs has this business used prior to the previous calendar year?

Job Creation

In the previous calendar year, how many employees did this business have?

Full time employees (30 hours per week) in Canada:
Part time employees (<30 hours per week) in Canada:

Number of employees (both full and part time) outside of Canada:

Revenue

In the previous calendar year, what was this business's total annual sales revenue?

In the previous calendar year, what was the dollar value of this business's sales revenue outside of Canada (i.e. export revenue)?
<To calculate, please use your total export revenue as of December 31st of the previous calendar year. Use the Bank of Canada's Currency Converter (here) and select '1 year' for the date range.>

Capital Raised

In the previous calendar year, please indicate the amount of financing, if any, received from the relevant funding sources for your business.

  • No financing received
  • Credit from financial institutions
    (i.e. Banks, Caisses populaires, credit unions, Business Development Bank of Canada, Export Development Canada, Farm Credit Canada.)
    <Credit includes term business loans, non-residential mortgages, business lines of credit and credit cards.>
  • Personal financing used towards your business
    <Includes personal loans, lines of credit or credit cards from financial institutions, and personal savings of business owners.)
  • Financing from friends or relatives of business owner(s)
  • Government: loans, grants, subsidies, non-repayable contributions, or prizes
  • Financing from angel investors
    <An angel investor is an individual or group unrelated to the business that provides financial backing and often advice to a business. Do not include friends and relatives here.>
  • Financing from venture capital providers
  • Crowdsourcing
  • Other
Government Services

In the previous calendar year, have you received services from any federal government agencies?  If so, please specify below.

Select all that apply:

  • National Research Council Canada – Industrial Research Assistance Program
  • Export Development Canada
  • Business Development Bank of Canada
  • Trade Commissioner Service
  • Federal Regional Development Agency
    • (Atlantic Canada Opportunities Agency (ACOA), Canada Economic Development for Quebec Regions (CED), Canadian Northern Economic Development Agency (CanNor), Federal Economic Development Agency for Southern Ontario (FedDev Ontario), Federal Economic Development Agency for Northern Ontario (FedNor), Western Economic Diversification Canada (WD))
  • Canadian Institutes of Health Research (CIHR)
  • Natural Sciences and Engineering Research Council of Canada (NSERC)
  • Scientific Research and Experimental Development Tax Incentive Program
  • Strategic Innovation Fund
  • Other
Intellectual Property

In the previous calendar year, how many active patent applications did this business have?

< Each separate jurisdiction in which a patent application has been filed counts as a separate application, e.g. separate national filings in the US and Canada count as two.>

In the previous calendar year, how many granted patents did this business have?

<Each separate jurisdiction in which a patent has been granted counts as a separate patent, e.g. granted patents from the same patent family in the US and Canada counts as two.>

Impact

Would you recommend the BAI programs to someone else (0-10 net promoter score format, 0 is low)?

Choose from:

  • 0 1 2 3 4 5 6 7 8 9 10

What impact has working with the BAI programs had on this business's chance of success?

Choose from:

  • Negative
  • None
  • Minor
  • Significant
  • Vital
  • Don't Know