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HomeMy WebLinkAboutLoan Applic - GSS CoDESCHUTES COUNTY/CITY OF BEND Business Development Forgivable Loan Fund -APPLICATION ­ The Deschutes County Business Development Forgivable Loan Fund and City of Bend Business Development Forgivable Loan Fund disburse moneys for the purpose of increasing employment and capital investment with each respective jurisdiction. The Fund has been established to offset the costs of business relocation to and within Deschutes County, including moving of equipment, purchase or construction of facilities, and site improvements such as the extension of public services and utilities. EDCO has been designated by Deschutes County and City of Bend as the administrator of this fund. The magnitude of funding is dependent on job creation (typically $1,000-$2,000 per job). This application may be considered a public record and thus be made available for inspection by the public upon request. Under Oregon public records law, certain trade secrets and proprietary financial information may be withheld from disclosure. If the applicant wishes for such information to be withheld from disclosure, please submit a separate letter containing that request. EDCO, Deschutes County and the City of Bend agree to withhold such information from disclosure to the extent permitted by law. Key Requirements Are: • Grantees must create at least five (5) new primary, permanent family wage jobs and shall retain those jobs for at least one year. • Optional: Documented capital expenditures will increase strength of application. Grantees are urged to document the investment of taxable investments (new equipment, building improvements) to demonstrate expansion and growth commitment. Please provide a quarterly capital investment projection. Responses to the questions below need not be limited to the space provided, but please keep total application materials to no more than 12 pages. Number of Employees: 5 Company Request: $18,000 EDCO Recommendation: $18,000 Proposed Job Creation by end ofQ4 2013: 10 Average Pay for New Employees (all positions, excluding commissions): $48,672 Capital Investment: $100,000 Industry: Mapping/Agriculture/IT Website: www.geospatialsolutions.com Section I -General Infonnation Date: 7/22/11 Company Name: Geo-Spatial Solutions Inc. (GSS) Location (City/County): Bend (Deschutes County) Business Type: Technology Industry Type: Mapping/Agriculture No. of Employees: current: ___5____ expected new:___10____ HQ Address: 598 NW Hill St, Bend, OR 97701 State & Federal Taxpayer ID: State: 1002158-5, Federal: 93-1243008 Company Contact: Rusty Merritt Title: President/CEO Phone: 541-330-0371 Email: rusty@geospatialsolutions.com Parent Company: N/A Website: www.geospatialsolutions.com, www.gisdirect.com Section II – Company Profile 1. Please provide a brief overview of your business. Founded in 1998, Geo-Spatial Solutions Inc. (GSS) provides technology services and mapping solutions to water supply providers (agricultural and domestic) that want to use information to improve staff efficiencies but are often confused about what steps to take or knowing how much the technology will cost. The company’s flagship product is a hosted, turnkey, subscription based (GIS) mapping application that assists with water operations, asset management, and land records administration. The Company has enjoyed strong customer support from small to medium water supply providers, particularly with irrigation and water districts with 3-25 employees. Currently, 33 water districts from five western states subscribe to the product. In addition to the product offering, the company provides professional, project-based consulting services to an array of organizations in the water resource vertical. Examples of recent service contracts include public utility districts, private water districts, tribal government, and most recently, the Canadian federal government. The Company is entering an aggressive growth phase that centers on evolving its first- generation product into a modular, scalable collection of web and mobile products. Best described as a portfolio of content services and applications that support water supply providers in the areas of asset management, planning and analysis, field mobility, and operational awareness, the solution provides on-demand access to content and apps that combine to streamline information management, improve operational awareness, increase collaboration, boost productivity, and lower operational costs. When combined with an attractive pricing structure, a unique brand, and an intense focus on selling and marketing efforts, the Company believes it can swiftly develop and bring to market the its new product offering. With an estimated 1,400 agricultural water supply providers and 52,000 domestic service providers in the U.S., and a comparable market size in Canada, the Company believes it can scale its subscriber base from 33 to 300 over the next five years. Section III – Project Activities 1. Please outline the proposed activities for these funds. How will access to the Business Development Forgivable Loan Fund support your strategic objectives, while increasing your employment and investment in the Central Oregon region? Explain why public funding is necessary for the success of this expansion or relocation. Please be specific. How will these funds help your company grow and add jobs? The Company is in an aggressive growth phase and is currently seeking $275,000 in funding to scale its subscriber base from 33 to 300 over the next 5 years. The primary uses of proceeds are product development, selling and marketing, product support, capital expense purchases, and related transition costs. Within each of the areas of product development, selling and marketing, and product support, the company anticipates hiring 16 new staff over the next five year period according to the following schedule: Y1 Y2 Y3 Y4 Y5 Product Development 3 5 7 8 8 Sales & Marketing 2 4 4 4 4 Consulting Services 3 3 5 5 7 General & Admin 2 2 2 2 2 Total Headcount 10 14 18 19 21 Current plans call for introducing the new platform in Q4 of 2011. In order to meet this aggressive timeline, the Forgivable Loan Fund provides reduces the amount required from the private investment community and shortens the timeframe in which the company can fully execute its five-year business plan. As soon as the company has $275,000 committed from private and public sources, it will commence with said plan and make three immediate hires with two more hires to follow in the first three months. Key hires include: Director of Product Development Director of Business Development Web Application Programmer Application Programmer/Developer Marketing & Communications Manager All jobs created as a result of the company’s growth initiative will offer competitive, family wage jobs. Full-time employees will be entitled to medical benefits, a cafeteria plan, and supplemental insurance. Section IV – Grant Terms and Conditions 1. Total Employment Grantees must create at least 5 new primary, family wage jobs (at $35,300 per year) and shall have retained those jobs for at least one year. Please provide a quarterly projection of expected job creation, including titles and/or descriptions. Also indicate expected average wages for all: A) new jobs to be created and B) for total company employment (i.e. sum of all wages divided by total employees, new and existing). 2011 (Q3) Director of Product Development Web Application Programmer Application Programmer/Developer 2011 (Q4) Director of Business Development Marketing and Communications Manager Existing Jobs: 5 Total New Jobs: 5 Total Jobs: 10 Total Wages + Benefits (Q3/Q4): $259, 034 Average Annual Wage: $51,806 Q-1 – 2012 Regional Sales Associate (2) Product Support Specialist Geospatial Content Manager Existing Jobs: 10 Total New Jobs: 4 Total Jobs: 14 Total Wages + Benefits: $792,594 Average Annual Wage: $56,613 2013 Web Application Developer Geospatial Content Manager GIS Analyst GIS Technician Existing Jobs: 14 Total New Jobs: 4 Total Jobs: 18 Total Wages + Benefits: $1,088,375 Average Annual Wage: $60,465 2014 Web Application Developer Existing Jobs: 18 Total New Jobs: 1 Total Jobs: 19 Total Wages + Benefits: $1,166,707 Average Annual Wage: $61,405 2015 GIS Technician GIS Technician Existing Jobs: 19 Total New Jobs: 2 Total Jobs: 21 Total Wages + Benefits: $1,220,056 Average Annual Wage: $$58,097 2. Capital Investment (Optional) Although not required, capital investment plans are a helpful indicator of future plans and viability of expansion or relocation execution. Grantees are asked to document the investment of taxable investments (equipment, new construction). Please provide a quarterly capital investment projection. Proceeds from the Business Development Forgivable Loan Fund will be used to offset costs related to brining the company’s new platform to market. Costs include: Server infrastructure and monthly hosting costs License costs for Esri commercial use software Other production related hardware, software, and equipment Operational Expenses 2011 2012 2013 2014 2015 Server/Hosting $ 3,600 $14,400 $28,800 $43,200 $57,600 Esri ASP License $ - $24,000 $24,000 $30,000 $48,000 Capital Expenditures 2011 2012 2013 2014 2015 Staff Computers $16,500 $ 2,500 $ 3,500 $ 5,000 $ 5,000 Office Equipment $ 8,000 $ 2,500 $ 3,500 $ 3,500 $ 2,500 Production Servers $ 5,000 $ 5,000 - $ 5,000 $ 5,000 Software $10,000 $ 1,000 $ 5,000 $14,000 $ 7,000 $45,500 $16,000 $17,000 $32,500 $22,000 Proceeds from the Business Development Forgivable Loan Fund will be used to offset costs related to product development and deployment, specifically new costs that will be incurred as a result of growth initiatives. 3. Primary Employer Test Grantees must be private firms in manufacturing, high-technology, or technology-based businesses which have more than 75% of customers outside Deschutes County. What percentage of your customer base exists outside Deschutes County? Current estimates suggest that as much as 80-90% of the company’s customer base exists outside of Deschutes County. The company currently serves custome rs in California, Oregon, Washington, Idaho, and Montana. More recently, the company entered into 2 -year contract with the Canadian government to provide its web-based mapping solution in the province of Manitoba (CAN).