1 | Pilot Scheme for Characteristic Local Tourism Events (“the Pilot Scheme”) Fifth Round Application Application Form 1. Before completing this form, please read carefully and comply with the provisions in the Guide to Application for Pilot Scheme for Characteristic Local Tourism Events ("Guide to Application"), available at partnernet.hktb.com/en/trade_support/pilot_scheme_for_characteristic_local_tourism_event/index.html. 2. The applicant must be the organiser of the proposed Event (as defined in footnote 2). If the proposed Event will be organised by two or more organisations, the principal or lead organisation must fill in this form and a joint application must be submitted. 3. Attach supplementary sheet(s) if more space is required. 4. Each applicant is allowed to apply for only one proposed Event. 5. The personal data provided in the application and related supporting documents and supplementary information will be used by Hong Kong Tourism Board ("HKTB") and the Evaluation Panel of the Pilot Scheme for the following purposes: a. processing and assessing the application, conducting relevant checks, and authenticating the application for the Pilot Scheme; b. arranging the payments for the Pilot Scheme funding; c. preparing statistics and conducting research; d. arranging publicity; e. meeting any disclosure requirements; f. monitoring the performance of the funding agreement and evaluating the funded Event; g. taking any remedial or follow-up action for the funded Event; and h. other purposes related to the above. 6. The Pilot Scheme Secretariat Office ("the Secretariat") will screen each application to ascertain whether it meets all the eligibility criteria. The applicant may be asked to provide clarification or supplementary information about the application. Subject to the Secretariat’s discretion, the Application Form may be returned to the applicant for correction of typographical or other errors as deemed necessary. No further revision of the final Application Form will be allowed after its acceptance by the Secretariat. 7. In addition to all the information in this application, provide all the personal data requested, or the application may not be considered. Subject to the exemptions under the Personal Data (Privacy) Ordinance of the Laws of Hong Kong, you have the right to access and correct your personal data. If you wish to exercise this right, please contact the Secretariat. 8. Wherever possible, provide all the information requested in this form and attach the relevant supporting documents to facilitate assessment of the application. 9. Notify the Secretariat immediately in respect of any material variation or modification to the proposed Event, including any change in the implementation timetable, in the scope, content or nature of the proposed Event, in the budget, in the key personnel of the proposed Event team, or any declaration of interest. 10. This application form has been translated into Chinese. If there is any inconsistency or ambiguity between the English version and the Chinese version, the English version will prevail. Event Title (Eng) (Chi) Applicant(s) (Eng) (Chi) To: Secretariat, Pilot Scheme for Characteristic Local Tourism Events Hong Kong Tourism Board 9-11/F, Citicorp Centre, 18 Whitfield Road, North Point, Hong Kong Email: [email protected]Tel: +852 8120 0037 (Official Use Only) Application No: ________________ Date of Receipt: ________________
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1 |
Pilot Scheme for Characteristic Local Tourism Events (“the Pilot Scheme”)
Fifth Round Application
Application Form
1. Before completing this form, please read carefully and comply with the provisions in the Guide to Application
for Pilot Scheme for Characteristic Local Tourism Events ("Guide to Application"), available at
2. The applicant must be the organiser of the proposed Event (as defined in footnote 2). If the proposed Event will
be organised by two or more organisations, the principal or lead organisation must fill in this form and a joint
application must be submitted.
3. Attach supplementary sheet(s) if more space is required.
4. Each applicant is allowed to apply for only one proposed Event.
5. The personal data provided in the application and related supporting documents and supplementary information
will be used by Hong Kong Tourism Board ("HKTB") and the Evaluation Panel of the Pilot Scheme for
the following purposes:
a. processing and assessing the application, conducting relevant checks, and authenticating the application
for the Pilot Scheme;
b. arranging the payments for the Pilot Scheme funding;
c. preparing statistics and conducting research;
d. arranging publicity;
e. meeting any disclosure requirements;
f. monitoring the performance of the funding agreement and evaluating the funded Event;
g. taking any remedial or follow-up action for the funded Event; and
h. other purposes related to the above.
6. The Pilot Scheme Secretariat Office ("the Secretariat") will screen each application to ascertain whether it meets
all the eligibility criteria. The applicant may be asked to provide clarification or supplementary information
about the application. Subject to the Secretariat’s discretion, the Application Form may be returned to the
applicant for correction of typographical or other errors as deemed necessary. No further revision of the final
Application Form will be allowed after its acceptance by the Secretariat.
7. In addition to all the information in this application, provide all the personal data requested, or the application
may not be considered. Subject to the exemptions under the Personal Data (Privacy) Ordinance of the Laws of
Hong Kong, you have the right to access and correct your personal data. If you wish to exercise this right, please
contact the Secretariat.
8. Wherever possible, provide all the information requested in this form and attach the relevant supporting
documents to facilitate assessment of the application.
9. Notify the Secretariat immediately in respect of any material variation or modification to the proposed Event,
including any change in the implementation timetable, in the scope, content or nature of the proposed Event, inthe budget, in the key personnel of the proposed Event team, or any declaration of interest.
10. This application form has been translated into Chinese. If there is any inconsistency or ambiguity between the
English version and the Chinese version, the English version will prevail.
Event Title (Eng) (Chi)
Applicant(s) (Eng) (Chi)
To: Secretariat, Pilot Scheme for Characteristic Local Tourism Events
Event Summary: (Describe the proposed Event in 100 words or less, and list all the programme elements.)
Programme(s) with Hong Kong’s local characteristics or unique attributes:
11 | Put a tick in the appropriate box(es).
What is unique about the proposed Event, and how can it enhance the travel experience of non-local visitors?
How can the proposed Event raise the international profile of Hong Kong? How can the proposed Event create
an effective branding impact for Hong Kong?
Are there similar events (not organised, sponsored, or funded by you or the joint applicant) in the community?
□ Yes (Please explain how the proposed Event is different.)□ No (Please go to the next question.)
If there is any other event(s) whose nature or content is similar to the proposed Event that will be organised,
sponsored or funded by you and/ or the joint applicant(s) in Hong Kong or overseas within six months before or
after the launch date of the proposed Event, provide details (including the title of the event(s), content, size, nature,
scope, event period with completion date, incremental costs of advertising, promotion, and other expenditure items
arising solely from the staging of the proposed Event). What synergy will be created between these event(s) and
the proposed Event for the Pilot Scheme?
12 | Put a tick in the appropriate box(es).
2. Marketing and Promotion Strategy of the proposed Event
Local and Overseas PR and Promotion Plan:
(Provide at least 3 initiatives and describe the channels/ means of promotion.)
How can the proposed Event attract local and non-local media coverage?
City Ambience Promotion Plan in key tourist areas:
Collaboration Plan with the Travel Trade: (Estimate the number of visitors to be attracted by the tourist packages
developed for the proposed Event (if applicable).)
13 | Put a tick in the appropriate box(es).
3. Operational and Business Plan
Key Implementation
Stage
Period
(dd/mm/yyyy)
Key Milestones/ Key Deliverables
14 | Put a tick in the appropriate box(es).
4. Staffing/ Key Personnel Organising and Implementing the proposed Event
(Give details about the key personnel who will organise and implement the proposed Event)
Project Co-ordinator Deputy Project Co-ordinator
Name (Eng) Name (Eng)
Name (Chi) Name (Chi)
Post Title Post Title
Organisation Organisation
Address Address
Telephone Telephone
Email Email
Website Website
Describe the experience, expertise and track record of the Project Co-ordinator and the Deputy Project Co-
ordinator in organising and implementing similar events.
5. Information of the Agent (i.e. event management company/ PR agent)
(Fill in the following sections if a company or person (whether profit-making or not) is or will be engaged as an
agent of the applicant(s) to implement the proposed Event or handle public relations matters (e.g. event
management company/ PR agent). If there is more than one agent handling different aspects of the proposed Event,
please use a separate sheet for each agent.)
Company Name (Eng)
(Chi)
Contact Person (Eng)
(Chi)
Post Title (Eng) (Chi)
15 | Put a tick in the appropriate box(es).
Address (Eng)
(Chi)
Website
Telephone Email
Background and Management Structure of the Agent:
Nature and Details of the Services or Expertise Provided for the proposed Event:
Track Record of the Agent in Event Implementation and/ or Handling Publicity Matters:
16 | Put a tick in the appropriate box(es).
* Please leave blank if no Previous Event Record.
SECTION C – EVENT DELIVERABLES
1. Key Performance Indicators
Proposed Event Previous Event Record*
(only for recurrent events)
Local Non-local Total Local Non-local Total
(a) Number of Onsite
Attendees Involved
(b) Publicity Value
(HK$)
(c) Average Satisfaction
Level of Attendees
(on a 10-point scale)
Basis of the above Estimated Figures and Counting Method:
(Ensure that there is no double-counting of attendees.)
Will you appoint a qualified survey company to conduct an independent onsite survey for the proposed Event with
scientific method(s)3 to ensure an accurate attendance count and to distinguish local from non-local attendees?
□ Yes
□ No (Describe the proposed method that will be used in the space below.)
3 Scientific method includes the methodology, the agency involved, the method of distinguishing local from non-local
visitors, and the random checking method used to count attendees without double-counting.
NA
Overall
17 | Put a tick in the appropriate box(es).
Do you agree to employ objective evaluation method(s) (e.g. scoring of feedback survey(s), publicity value)
to assess the effectiveness of the proposed Event in relation to each performance indicator, deliverable, target
and/ or key milestone?
□ Yes
□ No (Describe the other method(s) that will be used in the space below.)
2. Risk Management
List the most probable risks for the proposed Event.
State the proposed risk control measures or contingency plan (particularly for bad weather, lower-than-expected
attendance, coronavirus spread, government order or protest, if applicable).
18 | Put a tick in the appropriate box(es).
SECTION D – FINANCIAL VIABILITY OF THE PROPOSED EVENT
1. Funding Amount
Funding Amount applied for (HK$):
Will the proposed Event still be staged if there is no funding support
from the Pilot Scheme? □ Yes □ No
Has any public funding been earmarked for the proposed Event so far? □ Yes □ No
Have you applied for or are you going to apply for funding or other
financial support from the Government(s) or other public funding
source(s)?
□ Yes □ No
If Yes, please provide complete information about the public funding source(s) that has been earmarked, or
has been applied for or is going to be applied for, including the name of the granted scheme, the funding
amount and the funding purpose:
Have you been suspended from applying for any funding scheme(s) of
the Hong Kong Tourism Board or other government departments or
bureaux?
If Yes, provide complete information on P.24
□ Yes □ No
19 | Put a tick in the appropriate box(es).
2. Budget for the proposed Event
Income/ Contribution from Applicant and Sponsorship (HK$)4
Items5
(Itemise, as appropriate)
Cash Total
(HK$)
Detailed Explanation/ Remarks
(Provide details for each income item, including how you
will raise income from the proposed Event.)
(A) Box Office
Subtotal (A)
(B) Sponsorships/
Donations
Subtotal (B)
(C) Others (e.g. TV Rights,
Gala Dinner Tickets)
Subtotal (C)
Applicant’s Contribution
(A) + (B) + (C)
(D) Other Government or
Public Funding
Subtotal (D)
(E) Pilot Scheme Funding
Amount6
Subtotal (E)
4 Provide all documentary proof of contribution from the Applicant, secured sponsorships (in cash), and public funding from
the Government. 5 Revenues generated from the proposed Event must be itemised with detailed calculations. 6 The HKTB’s total financial contribution to each approved event will be capped at HK$5 million, or 70% of Qualified Event
Cost as listed in paragraph 4.1.1 of the Guide to Application, or the amount of funding outlined in the funding agreement,
whichever is the less. The balance of the funding must be provided by the successful applicant. At least 50% of the Funds
must be used for Event marketing and promotion, and no more than 50% of the Funds can be used for event staging, onsite
surveys and an event audit. The successful applicant will be required to provide funding from its own sources so that the
total event cost is not less than HK$2 million. The HKTB and the Evaluation Panel have the right to impose an
appropriate level of sanctions on the successful applicant if the total event cost is less than HK$2 million.
20 | Put a tick in the appropriate box(es).
Total Government contribution
(D) + (E)
Total Income
(A) + (B) + (C) +(D) + (E)
Budget for the proposed Event – Expenditure (HK$)7 (Remark: Only items (F)-(H), (J)-(L) will be funded by the Pilot Scheme)
Items8
(Itemise, as appropriate)
Cash Total
(HK$)
Detailed Explanation/ Remarks
(F) Promotion Targeting
Non-local Visitors (e.g.
overseas media hosting,
city ambience in key
tourist areas, media co-
op / advertising / digital
marketing / social media
platform that targets non-
local visitors, website
production and language
adaptation, creative
development and
production)
Subtotal (F)
(G) Promotion Targeting
Local Audience (e.g.
media co-op / advertising
/ digital marketing /
social media platform
that targets local
audience, related creative
development and
production)
Subtotal (G)
7 State the total expenditure actually and directly required to organise the proposed Event. All expenditure items must be incurred between the commencement and completion dates of organising the proposed Event as set out in the funding agreement. Any costs for maintaining the Applicant’s own operations or administration, or any other expenditure items not directly related to the proposed Event must NOT be paid from the Pilot Scheme
funding. Use supplementary sheets if the space provided is insufficient. Set out clearly the incremental costs, if any, of any advertising, promotion or other expenditure items listed in paragraph 4.1.1 of the Guide to Application arising only from the staging of the proposed Event.
8 List any incremental charges under the respective expenditure items arising from commercial sponsor(s) as separate items;
they will NOT be paid by the Pilot Scheme funding.
21 | Put a tick in the appropriate box(es).
(H) Collaboration with the
Travel Trade
Subtotal (H)
Total Marketing and Promotion Expenses that
are funded by the Pilot Scheme9
(F) + (G) + (H)
(I) Other Promotion items
that are NOT funded by
the Pilot Scheme (e.g.
expenses that arise from,
or relate to, any
sponsor(s))
Subtotal (I)
Total Marketing and Promotion Expenses
(F) + (G) + (H) + (I)
(J) Independent Onsite
Survey
Subtotal (J)
(K) Event Audit Report
Subtotal (K)
(L) Event Staging items that
are funded by the Pilot
Scheme (e.g. production
and presentation costs,
venue rental cost,
additional equipment10,
insurance11 for the sole
purpose of staging the
9 The Total Marketing and Promotion Expenses shall account for at least 50% of the Pilot Scheme funding.10 Only the cost of leasing additional equipment for the sole purpose of implementing the proposed Event must be inlcuded in
the budget. List the additional equipment required. If more than one unit of the same equipment is required, set out its unit
cost, the quantity required and the relevant total cost. Unless the maintenance and repair of the equipment arise from
normal wear-and-tear condition to the satisfaction of the HKTB and the Evaluation Panel, all maintenance and repair costs
of the equipment items must be borne solely by the successful applicant and must not be included in the budget and the
books of accounts of the proposed Event. 11 Insurance for the sole purpose of staging the proposed Event but excluding Employees’ Compensation insurance and
insurance premium for purchase of Event cancellation, postponement or abandonment.
22 | Put a tick in the appropriate box(es).
Event, or other one-off
non-recurrent direct
expenses)
Subtotal (L)
Total non-Marketing and Promotion Expenses
that are funded by the Pilot Scheme
(J) + (K) + (L)
(M) Other non-Marketing
and Promotion items
that are NOT funded by
the Pilot Scheme
(e.g. prize money)
Subtotal (M)
Total non-Marketing and Promotion Expenses
(J) + (K) + (L) + (M)
Total Expenditure
(F) + (G) + (H) + (I) + (J) +
(K) + (L) + (M)
Total Surplus12/ (Deficit)
(Total Income – Total Expenditure)
12 The successful applicant must return to the HKTB any Operating Surplus or residual Funds as the HKTB and the Evaluation Panel may determine at its sole discretion in accordance with the provisions of the funding agreement.
23 | Put a tick in the appropriate box(es).
3. Procurement Mechanism
Do you agree to adhere to the procurement procedures and practices as set out in paragraph 4.6.9 of the Guide
to Application, which require the Applicant to obtain quotations in writing from at least three suppliers or
service providers and accept the lowest conforming offer (highest in the case of revenue contracts13)?
□ Yes
□ No (Provide full justification with proper documentation in the space below or use a separate sheet if
necessary.)
4. Cost/ Budget Control Measures
Do you agree to appoint designated officer(s) to be responsible for carrying out the cost control measures of the
proposed Event as set out in paragraph 4.6.9 of the Guide to Application?
□ Yes (State who will be responsible for this, and provide details of that person’s qualifications, experience
and track record.)
□ No (Provide the measures of cost/ budget control of the proposed Event in the space below.)
5. Event Account
Do you agree to open and maintain a bank account for the sole and exclusive purpose of keeping track of the
Pilot Scheme funding and income, and processing the transacting all other financial transactions in respect of the
proposed Event, and ensure that all receipts and payments for the proposed Event are properly and promptly
recorded?
□ Yes
□ No (Please refer to the requirement as set out in paragraph 4.5.1 of the Guide to Application.)
13 Revenue contracts refer to contracts that generate revenue from the proposed Event (e.g. sales of TV broadcasting rights).
24 | Put a tick in the appropriate box(es).
SECTION E – DECLARATION
Conflict of Interest
Are you aware of, or do you foresee any conflict of interest (whether actual or potential, direct or indirect) that
would or could arise, involving the Applicant or any persons mentioned in paragraphs 4.6.15 and 4.6.16 of the
Guide to Application, in carrying out the proposed Event, particularly in relation to procurement or any matters
involving monetary transactions?
□ Yes (Complete the attached Declaration of Interest Form.)
□ No
(Note: If you become aware of any further financial, professional, commercial, personal or other interests
(whether actual or potential, direct or indirect) after submitting this Application Form, notify the Secretariat
immediately in writing by filling out a new Declaration of Interest Form.)
Do you have a system in place to remind all the key post-holders in your organisation to abide by established
rules to avoid conflicts of interest (e.g. avoid bidding for contracts under a Pilot Scheme-sponsored Event), and
if unavoidable, to declare any conflict as soon as they are aware of it?
□ Yes (Provide details in the space below.)
□ No, but we will establish such a system shortly and notify the Secretariat once it is in place.
When establishing the above procurement mechanisms and a system for key post-holders to avoid conflicts of
interest, did you seek the assistance of the Independent Commission Against Corruption’s (“ICAC”) Corruption
Prevention Department in adopting the best practices provided in the Strengthening Integrity and
Accountability – Grantee’s Guidebook to ensure proper corruption-prevention safeguards are incorporated
into the relevant mechanisms and system?
□ Yes
□ No, but we will shortly seek the ICAC Corruption Prevention Department’s assistance in adopting the best
practices provided in the Guidebook to ensure proper corruption-prevention safeguards are incorporated into
the relevant mechanisms and system.
a) We certify that all the information provided in this application, the accompanying information, and any
information which may be provided in the future (including all annexes, attachments, supplementary
information and revisions) are true and accurate. We understand that giving any false or inaccurate
information, or withholding any material information will render the application null and void. We will
inform the Secretariat immediately if there are any subsequent changes to this information.
b) We certify that we have not been suspended from applying for any funding scheme(s) of the Hong Kong
Tourism Board or other government departments or bureaux. OR
We certify that we have been suspended from the following funding schemes of the Hong Kong
Tourism Board or other government departments or bureaux. (Provide details in the space below.)
25 | Put a tick in the appropriate box(es).
c) We declare that if the application is approved, we will devote the utmost dedication and determination to completing and monitoring the proposed Event according to the proposal stated in this application, subject to any amendments or additions required or specified by the Hong Kong Tourism Board.
d) We certify that the organisation and implementation of the proposed Event, and the use or possession by the Hong Kong Tourism Board and its authorised users, assigns and successors-in-title of any materials we provide do not and will not infringe any intellectual property rights of any party.
e) We agree that information provided in this application can be used by the Hong Kong Tourism Board to process this application and for related purposes. We authorise the Hong Kong Tourism Board and the Pilot Scheme Evaluation Panel (including the Secretariat) to handle the personal data/ information provided in this application for these purposes.
f) We agree that the information contained in this application and subsequent submissions (including all appendices, attachments, supplements and revisions) may be used or disclosed for public announcement and publicity.
g) We have read the Guide to Application and will comply with its provisions.
h) We understand that any false declaration in this application form will lead to termination of the funding agreement under the Pilot Scheme for Characteristic Local Tourism Events, the refund of any funds disbursed, and the possibility of criminal charges.
Authorised signature of Applicant
(with organisation chop)
Authorised signature of Joint Applicant(s)
(with organisation chop) (if applicable)
Name: Name:
Position: Position:
Organisation: Organisation:
Date: Date:
~ END ~
Put a tick in the appropriate box(es). 26 | # Delete as appropriate.
Pilot Scheme for Characteristic Local Tourism Events
DECLARATION OF INTEREST FORM
Event Title
Applicant(s)/ Joint Applicant(s)#
To: Secretariat Office, Pilot Scheme for Characteristic Local Tourism Events
We declare that we have the following interests (actual, potential or perceived) through our involvement in the captioned Event:
(i) proprietorships, partnerships, directorships or shareholdings in related companies;
(ii) personal interest in the Event, e.g. association/ committee member, remunerated employment, office, trade, profession or vocation;
or
(iii) other direct or indirect interests that have an actual, potential or perceived conflict with the Event.
Full name of
person involved
Position of person
involved in the
Applicant(s)
Role in the Event Related Company Nature of Interest
(proprietorship,
partnership,
directorship,
shareholding, etc.)
Remedial action(s)
taken and proposed
remedial action(s)/
resolution(s)
Example 1
NIL
Example 2
Chan Tai-Man Director, Applicant A Event’s tender
selection board
member
ABC Company Committee member
of ABC company
Immediately
replaced Mr Chan
Tai-Man by Mr Lee
Kung-yee, director of
Applicant A as a
tender selection
board member
27 | Put a tick in the appropriate box(es).
(Attach a separate sheet if there is not enough space.)