All district development and reform commissions, economic commissions (commercial commissions), and finance bureaus:
In accordance with the spirit of the "Shanghai Municipal People's Government's Notice on Issuing the Measures for the Use and Management of Guidance Funds for the Development of the Service Industry in Shanghai" (Shanghai Government Regulations [2022] No. 22), in order to effectively complete the work related to the application of Guidance Fund Projects for the Development of the Service Industry in our city, The Shanghai Service Industry Development Guidance Fund Review Group, composed of the Municipal Development and Reform Commission, the Municipal Economic and Information Technology Commission, the Municipal Commerce Commission and the Municipal Finance Bureau, has formulated the "Shanghai Service Industry Development Guidance Fund Project Application Guide (2023-2024)". Please organize and carry out project application work as required.
1. Regarding key support areas for guidance funds
In order to promote the high-quality development of our city's service industry, strengthen the functions of global resource allocation, technological innovation, high-end industry leadership and open hub portal functions, focus on the development of the "Five Economy", and comprehensively promote the construction of the "Shanghai Service" brand, Improve the city's core functions and radiation driving force, guide all types of social capital to increase investment in key areas of the city's service industry, continue to promote high-end value-added and production efficiency changes in the industrial chain value chain, lead new consumer demands, create high-quality life, and economically Research, the key areas supported by our city’s guidance funds are:
(1) Support the "14th Five-Year Plan for the Development of Shanghai's Service Industry" (Shanghai Fubanfa [2021] No. 7) and the "Service Industry Innovation Development Outline (2017-2025)" (Development and Reform Plan [2017] 1116 No.) service industry projects in clear key areas.
(2) Support key service industry projects in the National Mass Entrepreneurship and Innovation Demonstration Base, the National Service Industry Demonstration Park, and the city’s Service Industry Innovation and Development Demonstration Zone.
(3) Support the planning and preparation of core area development strategies, industrial development, functional positioning, etc. of various service industry parks that have a demonstration and driving role.
2. Requirements for application materials
(1) Information that the project unit needs to prepare
1. Project application form (fill in online)
2. Project fund application report (see attachment 1 for the preparation outline)
3. Letter of commitment to the authenticity and credit of the reporting unit (requires legal person’s signature and official seal, see attachment 2 for details)
4.Business license or legal person certificate
5. Site certificate of the project construction implementation location (own real estate certificate or lease contract and lessor’s real estate certificate)
6. The project unit’s financial statements for the past three years and the audit report of the previous year (not required for planning projects)
7. Proof of self-raised capital contribution (including bank deposit certificate of self-owned funds, bank loan commitment letter for loan funds, loan agreement, loan contract), which must account for more than 60% of the total project investment
8. Risk investment, achievement patents, certifications and other related documents (such as self-owned software copyright or outsourced development contract and developer software copyright)
9. Approval documents for corporate investment projects (projects not included in the scope of approval and research and planning projects may not be provided)
10. If the project involves civil construction, additional floors, facade renovation, etc., approval opinions from the planning department and environmental protection department must be provided
11. If the project purchase of equipment and test processing involves environmental impacts (such as noise, radiation, three waste emissions, etc.), approval opinions from the environmental protection department must be provided
12. Provide energy conservation review opinions and social stability risk assessment opinions issued by relevant institutions based on the actual situation of the project.
13. Planning projects need to provide relevant contracts, agreements and relevant payment vouchers
14. Cooperation agreements/approvals or licenses must be provided if cooperation or licensing with other institutions is involved.
(2) Information that each district needs to prepare
1. Application report for guidance funds in this district
2. Summary table of application projects for guidance funds in this district
3. About project application procedures
(1) About project unit declaration
1. The project unit must be a legal person or unincorporated organization established in accordance with the law in our city, with a reasonable economic scale, a good credit record, no illegal activities, and a legal person certificate (it must have an electronic signature function. Regarding the legal person certificate) Please refer to Appendix 3 for details of the certificate matters.)
2. The project unit is required to log in to the one-stop portal website https://www.shanghai.gov.cn through the legal person one-pass card , select the service industry development guidance fund declaration items in the district where the tax collection and administration relationship is located, and fill in the guidance fund project application form online. Upload relevant attachment information as required (the uploaded attachment must be in PDF format, a single file should not exceed 50M, and multiple files can be uploaded). The system will automatically generate an application form and stamp it with an electronic signature to complete the system application; download and print the project application form and Relevant attachments (paper materials, in duplicate) should be submitted to the relevant departments in the district where the tax collection and administration relationship is located (see attachment 4 for contact details in each district).
3. The project applied by the project unit must be a project under construction. Project units can apply for multiple projects, but each project unit can only receive financial support for at most one project per year.
4. If the project unit has guidance funds to support the project but has not yet been accepted, it is necessary to wait until the project passes the acceptance before applying for a new project. The project unit has projects that have failed the acceptance inspection and shall not apply for new projects within 3 years from the date of project write-off.
At the same time, the following application items will not be accepted:
The first is planning projects whose planning contract signing date is more than one year earlier than the application date; they are planning projects such as urban planning, land planning, environmental assessment and design plans.
Second, the net assets of the reporting unit in the previous year were negative (projects included in key areas of new business formats and new models shall be implemented in accordance with Shanghai Development and Reform Service [2020] No. 10).
The third is other projects that do not meet the scope and conditions of support, etc.
(2) About district transfer
1. After receiving the application materials from the project unit, each district is requested to log in to the Municipal Development and Reform Commission’s special fund project management platform https://zxzj.fgw.sh.gov.cn (referred to as the management platform) to complete the acceptance of the application project. Accepted projects will be included in the project database of each district.
2. Each district is requested to entrust an intermediary agency to conduct preliminary screening of the application projects included in the project database of each district through expert review and other methods, and strictly control them. For projects that plan to apply for guidance fund support this year after screening, the district-level review opinions will be entered in the management platform. At the same time, each district is requested to rank projects based on their innovativeness, economic and social benefits, etc., and on the basis of comprehensive balance.
3. Each district is requested to prepare a guidance fund application report (mainly including: analysis of the effects of the projects to be promoted on optimizing the structure, upgrading energy levels, increasing tax revenue and expanding employment; the construction of public service platforms and modern service industry clusters to be promoted, etc. Analysis on the importance and necessity of improving the development environment of the service industry and accelerating the development of the service industry, etc.). The district's application report must promise that the district finance will provide supporting projects at a ratio of no less than 1:1 for projects applying for guidance fund support (Chongming, Jinshan, and Fengxian promise to provide supporting projects at a ratio of no less than 50%).
4. For key service industry projects and projects in key areas of new business forms and new models in the National Mass Entrepreneurship and Innovation Demonstration Base, the National Service Industry Demonstration Park, and our city’s Service Industry Innovation and Development Demonstration Zone, please note in the guidance fund application project summary form of each district be noted in .
(3) About material submission
1. Management platform submission. All districts are required to submit guidance fund application reports and project summary tables before March 31 and August 15 of each year. The development and reform committees of each district, together with the Economic Committee (Commerce Committee) and the Finance Bureau, will jointly prepare the document and stamp it with the official seal, and submit it through the management platform. Go to the Shanghai Service Industry Development Guidance Fund Review Group Office.
2. Submit paper materials. All districts are requested to submit the guidance fund application report, project summary form, project application form and project-related attachment materials (the above materials are in duplicate) to Shanghai Service Industry Development before March 31 and August 15 of each year. Guidance Funding Review Team Office.
Submission address: 12th Floor, No. 1200 Yan'an East Road, Postal Code: 200003
Attachment: 1. Project Fund Application Report Preparation Outline
2. Letter of authenticity and credit commitment of the reporting unit
3. Instructions on matters regarding the use of legal person one-pass stamping electronic signature
4. List of contact persons in each district of Shanghai Service Industry Development Guidance Fund
Shanghai Municipal Development and Reform Commission
Shanghai Municipal Economic and Information Technology Commission
Shanghai Municipal Commerce Commission
Shanghai Municipal Finance Bureau
January 29, 2023
attachment1
Project Fund Application Report Preparation Outline
1. Background and necessity
The background of the project and the necessity of construction, the current situation and development trends at home and abroad
2. Market analysis
Product (business) market demand analysis (including industry prospects, competition analysis, project advantages and core competitiveness)
3. Basic information of project reporting units
Nature of the enterprise, main business status, personnel status, assets and operating status in the past three years, bank credit rating, technical strength, shareholder status, introduction to leading figures and technical team, etc.
4. Construction content and plan
Project construction goals, main construction content, construction plan (such as overall system architecture diagram, performance requirement analysis, specific implementation functions, comparative analysis before and after construction, matching of equipment scale and construction plan, etc.), project innovation points
5. Supporting conditions
Project technology source and technology foundation, project implementation basic conditions
6. Progress and assessment indicators
The construction cycle of the project, the time node arrangement of the project implementation, and the project assessment indicators (including the main functions of the project, performance indicators, financial and social benefit indicators, etc.)
7. Project Investment Estimation and Funding Sources
Total investment estimate, investment use plan, fund raising plan, proposed use of funds
Among them, regarding the total investment estimate:
(1) Equipment purchase fee and software purchase fee: describe the brand and model of the equipment and software
(2) Construction engineering fees, renovation and decoration fees, greening and other overall project fees: describe the relevant construction plans (including construction content, construction location, construction scale, etc.), cost estimate details and relevant planning documents
(3) Patent purchase fee: describe the cost estimate and detailed list of purchased patents
(4) Talent introduction fee: describe the list of R&D personnel, positions, ability levels, salaries, participation work and participation time, etc.
(5) R&D testing fees: describe the specific external R&D testing content, unit price, quantity, total amount, testing service provider, relevant contracts, etc.
(6) Software development fee: indicate whether self-development or entrusted development, and provide the developer’s software development qualification or software copyright, and detail the relevant functional modules developed, the corresponding number of man-months, unit price, and amount (see the table below for the format) . If you develop by yourself, please provide an introduction to the development team; if you entrust development, provide a contract.
Table: Software development fee details
functional module |
Person-months |
Unit price (10,000 yuan/person per month) |
Amount (10,000 yuan) |
Module 1 |
xx |
xx |
xx |
…… |
(7) Technology transfer fees, design consulting and research fees, and qualification certification fees: describe the cost estimate details and related contracts
(8) Personnel training fees: describe specific training plans and related contracts
8. Financial benefit analysis and profit model
Project profit model (including target customer category, business type, quantity, charging model, pricing standards, etc.), income calculation, cost and expense calculation, and project financial benefit indicators
9. Social benefit analysis and risk analysis
Project social benefit analysis, project risk analysis (including market, technology, investment risks, etc.)
Attachment 2
Letter of commitment of authenticity and credit of the reporting unit
This unit promises that all the application materials are true and valid, and there are no frauds, misleading statements or major omissions. This project has not received any other municipal funding support. This unit and its legal representative (project leader) have no record of serious breach of trust.
This unit has a comprehensive understanding of the relevant management system requirements for the application and use of guidance funds for the development of Shanghai's service industry. It is aware of the conditions, norms and responsibilities that should be met when applying and using guidance funds. It will strictly follow the laws of the country and our city. Make fund declarations according to relevant regulations and requirements such as laws and regulations, institutional documents, etc. If supported, the guidance funds will be used in strict accordance with national and city laws, regulations, institutional documents and other relevant regulations and requirements, and the project implementation inspection and acceptance will be carefully coordinated. Ensure honesty and trustworthiness, abide by disciplines and laws, strictly perform relevant obligations, and actively fulfill social responsibilities. Voluntarily accept legal inspections by government regulatory authorities. If violations occur, they will be held accountable and liable for compensation in accordance with the law, and agree that relevant departments will provide untrustworthy information to the municipal credit platform.
If the above commitments are violated, this unit is willing to assume corresponding responsibilities, return the allocated funds within the time limit, and will no longer participate in the application for guidance funds within three years from the end of the project cycle.
Commitment unit (stamped):
Legal representative (i.e. project leader) (signature):
Commitment date: year month day
Annex 3
Instructions on using the legal person certificate to stamp electronic signatures
1. When an enterprise applies for a project, the project application form submitted must be stamped with the electronic signature of the legal person's one-pass certificate. After the stamping is completed, the project declaration is successful, and the project that is not completed with the electronic signature is deemed to be unsuccessful.
2. If the enterprise does not have one pass for legal persons or there is no electronic signature in the one pass for legal persons, it can go to a service outlet for one pass for legal persons. Legal person one-pass customer service hotline: 021-962600, website: https://www.962600.com
You need to bring the following materials when going to the branch to apply:
(1) Enterprises and social groups provide valid unit certificates containing unified social credit codes. Enterprises need to provide the original and a copy, and social groups only need to provide a copy.
(2) Original and copy of the handler’s ID card
(3) Application form ( download from https://www.962600.com )
(4) Copy of the legal representative’s ID card
All submitted materials need to be stamped with the official seal.