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Maxine Smith 19 May V Final

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Maxine Smith 19 May V Final

  1. 1. Applicants Optional Briefing London – 19 May 2010 Maxine Smith Technology Strategy Board – Operations Manager – CR&D Competitions
  2. 2. <ul><li>Health and Safety </li></ul>
  3. 3. All presentations will be available on the innovate website
  4. 4. <ul><li>You should, with confidence and knowledge, be able to: </li></ul><ul><li>Understand the scope and objectives of the competition </li></ul><ul><li>Understand the two different competition options </li></ul><ul><li>Understand the competition process and criteria </li></ul><ul><li>Make a competent application submission </li></ul><ul><li>Be clear on the timelines & deadlines </li></ul>By the end of the day
  5. 5. Technology Strategy Board Activities...
  6. 6. Our vision... <ul><li>for the UK to be a global leader in innovation and a magnet for innovative businesses, where technology is applied rapidly, effectively, and sustainably, to create wealth and </li></ul><ul><li>enhance quality of life. </li></ul>To deliver, partnership is key
  7. 7. The Technology Strategy Board is… A national body supporting business innovation for business benefit for economic growth for quality of life
  8. 8. Who we are as an organisation… <ul><li>An arm’s length executive body guided by business-led Governing Board </li></ul><ul><li>Sponsored by the Department for Business, Innovation and Skills (BIS) </li></ul><ul><li>We work across government in partnership with the research councils, regional development agencies and the devolved administrations </li></ul><ul><li>Focused on business innovation and the application of technology </li></ul><ul><li>Staff of around 120 based in Swindon </li></ul>
  9. 9. Our strategy www.innovateuk.org/ourstrategy/connectandcatalyse
  10. 10. What are we funding? <ul><li>Over a 1000 Business-focused R&D Consortia </li></ul><ul><li>Usually Business led </li></ul><ul><li>3000 business partnerships </li></ul><ul><li>826 academic partnerships – 98 HEIs </li></ul><ul><li>£ 540m invested – of total £ 1,200m </li></ul>
  11. 11. £ 1 billion investment over 3 years The innovation climate Challenge-led innovation Technology-inspired innovation 2008-9 2010-11
  12. 12. [email_address] Competition Helpline: 0300 321 4357 www.innovateuk.org
  13. 13. Competition Process
  14. 14. TSB Strategic Criteria <ul><li>Does the UK have the capability? </li></ul><ul><ul><li>Significant research capability/capacity to exploit opportunities, </li></ul></ul><ul><li>Is the idea “ready”? </li></ul><ul><ul><li>Clear opportunity to which this is a timely response. </li></ul></ul><ul><ul><li>Speed progress towards more sustainable economic growth. </li></ul></ul><ul><li>Is there a large market opportunity? </li></ul><ul><ul><li>What is the size of the global market opportunity? </li></ul></ul><ul><ul><li>Will it create added value in the UK, taking into account the global market potential? </li></ul></ul><ul><li>Can the Technology Strategy Board make a difference? </li></ul><ul><ul><li>Can we add value? </li></ul></ul><ul><ul><li>Will our investment promote sustainability and quality of life? </li></ul></ul>
  15. 15. The “Ideal Project” <ul><li>A clear commercial opportunity to open up or exploit a significant growth market. </li></ul><ul><li>A technical challenge that requires the creation of an industrially driven consortium and innovative and risky research and development to solve. </li></ul><ul><li>A realistic project with deliverables and applications that are innovative, commercially exploitable and of wider benefit. </li></ul><ul><li>A demonstrable need for support. </li></ul>
  16. 16. BAS APP EXP Market readiness Research Councils Commercial Investment Venture Capital TSB and its co-funders funding Types of Project Blue sky Feasibility Technology Demo System Dev. System Qual. Technology Development Prod. Prototype Commercialisation
  17. 17. Application process
  18. 18. Application Assessment All applications are assessed by independent reviewers drawn from industry and academia <ul><li>What do they look for? </li></ul><ul><li>Clear and concise answers </li></ul><ul><li>The right amount of information – don’t give too much detail or making assumptions </li></ul><ul><li>Quantification and justification where required </li></ul><ul><li>That you’re the right people with the right bright idea and the means to exploit its potential </li></ul>
  19. 19. Gateway Review Process Does the application pass the Scope Gateway question? Yes Proceed to review process... No
  20. 20. Application criteria <ul><li>The criteria is broken down into 4 sections: </li></ul><ul><li>Gateway: Scope </li></ul><ul><li>Is the project fully aligned to the </li></ul><ul><li>scope? </li></ul><ul><li>Section One: Business Proposition </li></ul><ul><li>Business opportunity </li></ul><ul><li>Market opportunity </li></ul><ul><li>Exploitation & dissemination </li></ul><ul><li>Sustainability benefits </li></ul><ul><li>Section Two: Project details : </li></ul><ul><li>Technical approach </li></ul><ul><li>Innovation </li></ul><ul><li>Risks </li></ul><ul><li>Skills & experience of consortium </li></ul><ul><li>Section Three: Value Add </li></ul><ul><li>Financial commitment required? </li></ul><ul><li>Why should the Technology Strategy </li></ul><ul><li>Board fund the project? </li></ul>
  21. 21. Very important document – cannot proceed through the competition without it – each section has specific relevance – it is not words for words sake .
  22. 22. Abstract of proposed project <ul><li>Key Points: </li></ul><ul><li>Opportunity for publicity and show casing for successful applicants. </li></ul><ul><li>Must be de-sensitised – no exposure to Intellectual Property </li></ul>
  23. 23. Scope Gateway <ul><li>Key Points: </li></ul><ul><li>“ must align” </li></ul><ul><li>“ clear majority of the projects objectives and activities” </li></ul>
  24. 24. Section 1: All questions are equally weighted The Business Proposition Question 1 What is the business opportunity that this project addresses? Question 2 What is the size of the market opportunity that this project might open up? Question 3 How will the results of the project be exploited and disseminated? Question 4 What economic, social and environmental benefits are the project expected to deliver to those inside and outside of the consortium and over what timescale?
  25. 25. <ul><li>Key Points: </li></ul><ul><li>What are the business opportunities? </li></ul><ul><li>What is the clinical need the project will fulfil? </li></ul><ul><li>Evidence of potential competitors. </li></ul>Question 1: Business Opportunity
  26. 26. <ul><li>Key Points: </li></ul><ul><li>“ size of the market” requires quantification and if possible, evidence </li></ul><ul><li>Describe the potential return numerically too. </li></ul>Question 2: Market Size “ If no-one in the consortium knows the market, you haven’t got the right consortium!”
  27. 27. <ul><li>Key Points: </li></ul><ul><li>What is the project expecting to produce or achieve? </li></ul><ul><li>How do you plan to exploit the results? </li></ul><ul><li>If the intended outputs are sustainability based, what are they and how will the benefits be achieved? </li></ul>Question 3: Exploitation and Dissemination
  28. 28. <ul><li>Key Points: </li></ul><ul><li>Must be able to identify the triple bottom line (Economic, Social and Environmental benefits. </li></ul><ul><li>Who else will benefit from the project and how? </li></ul><ul><li>Will there be any social or environmental impacts? If these are negative how will they be mitigated? </li></ul>Question 4: Sustainability and Wider Benefits
  29. 29. Section 2: All questions are equally weighted The Project Details Question 5 What technical approach will be adopted and how will the project be managed? Question 6 What is innovative about the project? Question 7 What are the risks (technical, commercial and environmental) to project success? What is the project’s risk management strategy? Question 8 Does the consortium have the right skills and experience and access to facilities to deliver the intended benefits?
  30. 30. <ul><li>Key Points: </li></ul><ul><li>A range of considerations the reviewers will apply to this section. </li></ul><ul><li>Describe the main technical objectives and the basic work plan? </li></ul><ul><li>Is the technical and methodological approach appropriate? </li></ul><ul><li>Will it fly? </li></ul><ul><li>Identify and expand on key milestones </li></ul>Question 5: Technical Approach
  31. 31. <ul><li>Key Points: </li></ul><ul><li>“ both commercial and scientific innovations” </li></ul><ul><li>“ Evidence ” such as patent search </li></ul><ul><li>Impact on Trusted Services environment? </li></ul>Question 6: Innovation The UK Intellectual Property Office says 80% of published patents are lapsed and estimates that 30% of European R&D expenditure is wasted!
  32. 32. <ul><li>Key Points: </li></ul><ul><li>Must address all risks technical, commercial and environmental. </li></ul><ul><li>Rate the main risks: high / medium / low </li></ul><ul><li>How will the risks be managed / mitigated? Is there a ‘show-stopper’? </li></ul><ul><li>Key project management tools to provide control and confidence. </li></ul>Question 7: Risk
  33. 33. <ul><li>Key Points: </li></ul><ul><li>Describe the team you have created to carry out the project and exploit the results. </li></ul><ul><li>If there are gaps in the consortium, say so and how you intend to fill them before the main application deadline </li></ul>Question 8: Consortia
  34. 34. Section 3: All questions are equally weighted Funding and Added Value Question 9 What is the financial commitment required for the project? Question 10 How does the financial support from the Technology Strategy Board and its funding partners add value?
  35. 35. <ul><li>Key Points: </li></ul><ul><li>Explain the funding model for the project and how the money will be spent. </li></ul><ul><li>If the project spans more than one type, explain the reasoning behind this decision. </li></ul><ul><li>Do not just write out the finance table! </li></ul>Question 9: Financial Commitment
  36. 36. Funding Thresholds <ul><li>Academic costs are based on 80% FEC and must be submitted through Je-S </li></ul><ul><li>SMEs can received up to 60% of their cost in grant however the total project cannot exceed 50% (for applied research) </li></ul><ul><li>Projects can span more than one type, calculate the grant on a work package by work package basis. </li></ul><ul><li>The exact spread of grant between partners is up to the consortium to agreement </li></ul>Science to Business Business to Business Basic Research 75% 50% Applied Research 50% 50% Experimental Research 25% 25%
  37. 37. Question 10: Value Add <ul><li>Key Points: </li></ul><ul><li>“ will increase the amount of money” </li></ul><ul><li>“ why not funding the project themselves” </li></ul><ul><li>“ how undertake the project differently” </li></ul><ul><li>“ why beneficial to the UK” </li></ul><ul><li>What are the implications of the TSB funding – the so what question… if you will be able to undertake the project quicker – so what? What does that actually mean to the project , idea and exploitation. </li></ul>
  38. 38. Appendix – Trusted Services ONLY <ul><li>One Appendix provided </li></ul><ul><ul><li>Up to 4 sides of A4 – word doc </li></ul></ul><ul><ul><li>Research content – specific questions </li></ul></ul><ul><ul><ul><li>Summary – describe the proposed research (1 side A4) </li></ul></ul></ul><ul><ul><ul><li>Objectives – list the main objectives (1 side A4) </li></ul></ul></ul><ul><ul><ul><li>Methods to address objectives (1 side A4) </li></ul></ul></ul><ul><ul><ul><li>Pathways to Impact (1 side A4) </li></ul></ul></ul><ul><ul><li>HEI provide to lead applicant must upload with main submission </li></ul></ul>
  39. 39. Finance & Funding Rules
  40. 40. Finance Guide
  41. 41. Competitions Overview – Trusted Services <ul><li>Mainstream CR&D projects </li></ul><ul><ul><li>Minimum of £150k total cost. </li></ul></ul><ul><ul><li>50% grant support expected - industry led consortia </li></ul></ul><ul><ul><li>12 – 36 months – project duration </li></ul></ul><ul><li>Total Project Cost funded up to 25 - 50% (robust case for 75%) </li></ul><ul><li>Grants – </li></ul><ul><ul><li>SMEs up to 60% </li></ul></ul><ul><ul><li>Large business up to 50% </li></ul></ul><ul><li>Academic costs based on 100% FEC (80%) </li></ul>
  42. 42. Worked example – mainstream CRD
  43. 43. Competitions Overview – Trusted Services <ul><li>Fast Track </li></ul><ul><ul><li>Up to £150k total cost. </li></ul></ul><ul><ul><li>75 - 25% grant support, industry led consortia – can span across BAS, APP and EXP levels </li></ul></ul><ul><ul><li>12 months project duration </li></ul></ul><ul><li>Total Project Cost funded between 50% - 25% </li></ul><ul><li>Grants – </li></ul><ul><ul><li>SMEs up to 60% </li></ul></ul><ul><ul><li>Large business up to 50% </li></ul></ul><ul><li>Academic costs based on 100% FEC (80%) </li></ul>
  44. 44. Worked example – Fast-track CRD
  45. 45. Competitions Overview – Smart Meters, Smart Homes <ul><li>CR&D projects </li></ul><ul><ul><li>Anticipated at £400k - £2m total project cost </li></ul></ul><ul><ul><li>Industry led consortia </li></ul></ul><ul><ul><li>MUST complete by end March 2011 – project duration </li></ul></ul><ul><li>Total Project Cost funded at 50% </li></ul><ul><li>Grants – </li></ul><ul><ul><li>SMEs up to 60% </li></ul></ul><ul><ul><li>Large business up to 50% </li></ul></ul><ul><li>Academic costs based on 100% FEC (80%) </li></ul>
  46. 46. Worked example – mainstream CRD
  47. 47. Collaborative Research & Development <ul><li>75% for Basic Research projects, </li></ul><ul><li>50% for Applied Research projects, </li></ul><ul><li>25% for Experimental development projects . </li></ul><ul><li>Business to Business projects (50%, 50%, 25%) , </li></ul><ul><li>Projects can span more than one type, calculate the grant on a work package by work package basis. </li></ul><ul><li>Additional constraints:- </li></ul><ul><ul><li>Academic costs are based on 80% FEC </li></ul></ul><ul><ul><li>No Industrial partner can receive more than 50% of their costs in grant (SMEs can receive 60% but at the same total project rates above) </li></ul></ul><ul><ul><li>The exact spread of grant between partners is up to the consortium to agree </li></ul></ul><ul><ul><li>Each participant must take at least 10% of their eligible total cost in grant </li></ul></ul>
  48. 48. What is collaboration? <ul><li>For Collaborative R&D: </li></ul><ul><li>For two partners - one must undertake at least 30% of the work (in terms of eligible cost). </li></ul><ul><li>For more that two partners then any one partner cannot carry out more than 70% of the work (in terms of eligible costs). </li></ul>
  49. 49. What does this mean for the grant? <ul><li>The share of the grant can be determined by agreement between the partners subject to the following criteria: </li></ul><ul><li>The project must be business led i.e. the lead partner must be a business/industry partner. </li></ul><ul><ul><li>The project must be business driven i.e. the industry partners must together receive at least 20% of the grant. </li></ul></ul><ul><ul><li>Each industry partner must receive at least 10% grant against their eligible cost </li></ul></ul>
  50. 50. Grant Distribution (S2B projects) <ul><li>Calculate total project costs (sum of costs of all partners) </li></ul><ul><li>Calculate the maximum grant available; 75, 50, or 25% of total project costs depending on project type) </li></ul><ul><li>Grant available is divided between partners </li></ul><ul><li>Division of grant is agreed by consortium, but usually the academic partners require a 100% grant </li></ul>
  51. 51. APPS2B Example <ul><li>Academic 1 has ‘80% FEC figure’ of £100,000 </li></ul><ul><li>Academic 2 has 80% FEC figure’ of £50,000 </li></ul><ul><li>Company 1 has project costs of £300,000 </li></ul><ul><li>Company 2 has project costs of £200,000 </li></ul><ul><li>Total project costs for consortium of £650,000 </li></ul><ul><li>Total grant available to consortium £325,000 (50%) </li></ul><ul><li>Academics receive 100% funding, £150,000 in total </li></ul><ul><li>£175,000 grant remains for companies </li></ul>
  52. 52. S2B Example continued <ul><li>£175,000 can be divided between the two companies in various ways, but no partner can receive >50% grant, e.g. </li></ul><ul><li>Both companies receive same percentage grant: </li></ul><ul><li>company 1 receives £105,000 (35% of their total costs) </li></ul><ul><li>company 2 receives £70,000 (35% of their total costs) </li></ul><ul><li>OR </li></ul><ul><li>Companies receive different percentage grants: </li></ul><ul><li>company 1 receives £150,000 (50% of their total costs) </li></ul><ul><li>company 2 receives £25,000 (12.5% of their total costs) </li></ul><ul><li>OR </li></ul><ul><li>Companies receive different percentage grants: </li></ul><ul><li>company 1 receives £55,000 (18% of their total costs) </li></ul><ul><li>company 2 (SME) receives £120,000 (60% of their total costs) </li></ul>
  53. 53. Eligible Costs (Industry Partners) <ul><li>Labour Costs </li></ul><ul><li>Overheads </li></ul><ul><li>Materials </li></ul><ul><li>New Capital Equipment </li></ul><ul><li>Existing Capital Equipment Depreciation </li></ul><ul><li>Sub-Contracts </li></ul><ul><li>Travel & Subsistence </li></ul><ul><li>Other Costs </li></ul><ul><ul><li>Other eligible direct costs not included in the above headings </li></ul></ul>
  54. 54. <ul><li>The top 3 financial issues: </li></ul><ul><ul><li>Overhead rates – too high, not justified , containing illegal items such as sales and marketing expenses, audit costs, etc. </li></ul></ul><ul><ul><li>Academic 20% - the difference between FEC and the Grant available total generated by Je-S is not a contribution from the academic partner </li></ul></ul><ul><ul><li>Software licences supplied by from project partners or collaborators within the project should be priced at the actual cost of supplying the software and not at the normal or even discounted commercial licence rate </li></ul></ul>Financial Issues
  55. 55. A note on Project Management <ul><li>It is up to the project to develop and implement a sound project management system. </li></ul><ul><li>Implications of project management </li></ul><ul><ul><li>Ensure that you have identified a suitably experienced individual to act as project manager </li></ul></ul><ul><ul><li>Ensure that you have provided them with sufficient time to carry out the role, for example: </li></ul></ul><ul><ul><ul><li>A typical 3 year £1m project with 5 partners will need an experienced project manager with 50% FTE available to run the project. ( ~350 days! ) </li></ul></ul></ul><ul><ul><li>Include this resource in the labour costs of the lead partner. </li></ul></ul>
  56. 56. Eligible as overhead <ul><li>Additional Costs incurred when you employ someone. </li></ul><ul><li>Board & senior management – where they are not productive / fee earning and are not included as individuals in the direct Labour costs </li></ul><ul><li>Admin and support staff – where not included in direct labour costs </li></ul><ul><li>Recruitment costs </li></ul><ul><li>General supplies and IT – not linked to production or service delivery </li></ul><ul><li>Corporate fees and expenses – auditing, IPR maintenance, insurance, photocopying </li></ul><ul><li>Site expenses – building rental, taxes, security and cleaning </li></ul><ul><li>Utilities – careful not to include production equipment energy or supply costs </li></ul>Ineligible as overhead Costs involved in satisfying customers and those that are being claimed as a direct cost to the project. Production or service delivery costs – any costs associated with the way in which the company makes it’s money. This would include all items used to calculate gross margin and cost of sale. Marketing and Sales Costs – these again count in the cost of sales Non-bookable R&D time – non productive time or non-chargeable time of technical or support personnel Entertainment and Hospitality New IP protection costs Any headings that are being charged for directly within the project – such as training, T&S
  57. 57. Ineligible Costs <ul><li>Input or Output VAT </li></ul><ul><li>Interest charges, bad debts, profits, advertising, entertainment </li></ul><ul><li>Hire purchase interest and associated service charges </li></ul><ul><li>Profit earned by a subsidiary or by an associate undertaking work sub-contracted out under the project </li></ul><ul><li>Inflation and contingency allowances expressed as an overall arbitrary percentage </li></ul><ul><li>The value of existing assets such as IPR, data, software and other exploitable assets that are contributed to the project by any collaborator </li></ul><ul><li>Project Audit Fees </li></ul>
  58. 58. Grant Claims & Payments <ul><li>All grants are claimable quarterly in arrears </li></ul><ul><li>Claims can only be made for costs incurred and defrayed between the project start and end dates </li></ul><ul><li>All claims will eventually be subject to an independent audit (including all academic partners) </li></ul><ul><li>In most cases audits are required with the first and last claim </li></ul><ul><li>Claims are only paid once quarterly reporting and necessary audits are complete. </li></ul><ul><li>All projects are monitored on a quarterly basis including a visit from the appointed Monitoring Officer </li></ul><ul><li>The monitoring will be carried out against a detailed project plan </li></ul>
  59. 59. Finance review <ul><li>Single stage projects - applicants can submit finance summary to the Technology Strategy Board for review up to noon . </li></ul><ul><li>We cannot review value for money as that is down to the assessors. </li></ul><ul><li>Mainstream collaborative R&D applicants will have this opportunity at the full stage only </li></ul>
  60. 60. Academic Costs & JeS Form
  61. 61. Eligible Costs (Academic Partners) <ul><li>Eligible costs are based on FEC calculation </li></ul><ul><li>RC Contribution is the total eligible cost of academic partners. </li></ul><ul><li>The 20% difference between this and the FEC total DOES NOT represent a contribution to the project and should not be included anywhere within the application. </li></ul>
  62. 62. <ul><li>The Research Councils Joint Electronic Submission System is being used to collect ALL academic finance forms, also to collect project finance details from non-HEIs (e.g. RTOs) that are claiming they are carrying out academic quality work and want to be funded on an FEC basis. </li></ul><ul><li>The Je-S system automates the collection of Full Economic Costs (FEC) based costs from academic partners and tells them exactly what numbers should be used in the application form for their costs. </li></ul><ul><li>Using Je-S enables Research Councils to consider co-funding of Technology Programme projects </li></ul>Why Je-S?
  63. 63. Using the RCs Joint Electronic Submissions System (Je-S) <ul><li>Each Academic Partner must complete a separate Grant Proposal form via the Je-S system. </li></ul><ul><li>Notify your research office early to avoid delays. </li></ul><ul><li>Ensure it is submitted by deadlines stipulated – noting they are earlier than the Technology Strategy Board main competition deadline. </li></ul>https://je-s.rcuk.ac.uk
  64. 66. The lead partner is provided with this number when the Technology Strategy Board application form is obtained. The HEI will be required to input this number onto the online Je-S proposal form in the Project Details section currently under Your Reference
  65. 67. <ul><li>  </li></ul><ul><ul><li>  </li></ul></ul><ul><li>Key Points: </li></ul><ul><li>Each academic organisation completes their own form </li></ul><ul><li>The title must match the application form </li></ul><ul><li>Select the appropriate competition </li></ul><ul><li>The start date and duration should match the application form </li></ul>
  66. 68. <ul><li>Key Points: </li></ul><ul><li>Only enter Investigators for this organisation </li></ul>
  67. 70. Transferring to Finance Form <ul><li>Key Points: </li></ul><ul><li>Send this data to the lead applicant for inclusion in the main application form – together with you Je-S reference number (must have submitted to Council) </li></ul>
  68. 71. <ul><li>Pathways to Impact (Two sides A4 maximum font size 10 Arial)   </li></ul><ul><li>Justification of Resources (Two sides of A4 maximum font size 10 Arial) </li></ul><ul><li>CVs (up to 2 sides of A4 font size 10 Arial minimum margin of 2cm in all directions) </li></ul><ul><li>Quotes for Equipment (all equipment over £25k incl. VAT – 3 quotes required) </li></ul>Je-S attachments <ul><li>Must have the T.SB application number </li></ul><ul><li>Must have the Je-S submission number </li></ul>
  69. 72. P.I. Submission Research Office HoD Je-S Acceptance R.O Submission to meet deadline Submitter Pool Technology Strategy Board
  70. 73. Je-S / TSB submission requirements
  71. 74. <ul><li>if TSB Funded: </li></ul><ul><li>Grant paid quarterly in arrears through Lead partner. </li></ul><ul><li>Normal quarterly reporting to the Monitoring Officer and financial disclosure to the project Leader </li></ul><ul><li>if RC Funded: </li></ul><ul><li>Grant paid each quarter over period of proposal. </li></ul><ul><li>Index linking automatically applied. </li></ul><ul><li>3.5% withheld until receipt of Financial Expenditure Statement and Final Report. </li></ul><ul><li>Final Report subject to Peer Review and ranking published. </li></ul><ul><li>Normal quarterly reporting to the Monitoring Officer and financial disclosure to the project Leader </li></ul>Academic Claims and monitoring
  72. 75. Je-S Help <ul><li>E-mail:  [email_address] </li></ul><ul><li>Phone: +44 (0) 1793 44 4164* </li></ul><ul><li>Staffed Monday to Friday 9am - 5pm UK time (excluding Bank holidays and other holidays) </li></ul><ul><li>Out of hours: leave a Voice Mail message </li></ul><ul><li>https://uat.je-s.rcuk.ac.uk/jesHandBook/jesHelp.aspx?m=s&s=743 </li></ul>
  73. 76. IT Joe Maguire Operations Manager - Competitions
  74. 77. Your competition page Competition Brief Register to receive other documents
  75. 78. Competition email From: TSB Competitions Sent: 28 April 2010 12:59 To: ‘xxxx@yyyyyy.com' Subject: User log in details for 1003_FT1_MED_DT Regenerative Medicine Programme (RMP) Developing Therapeutics (DT) Fast-track (FT)   Hello Xxxx Please find your log in details below:- https://tsbcomnn.ftpstream.com Please copy the address and paste it into your browser address bar User name = applicant99999 Password = A5GyuBpj You will be asked to change your password on your first log in Many thanks The competitions team at the Technology Strategy Board Unique application will be attached
  76. 79. Competition Documents Upload
  77. 80. Competition Entry Instructions Beginning the process <ul><li>If you do intend to make an application, you must first register for the competition. You will need to register separately for each differentiated application you wish to make. </li></ul><ul><li>You will receive an email with your username and password along with a link to the secure upload area. This email will also contain your application form with unique application number.   </li></ul><ul><li>Please allow yourself at least 24 hours before the competition deadline. Any later than that and we cannot guarantee turnaround, in time to allow you to upload your application. </li></ul>
  78. 81. Competition Entry Instructions General Notes <ul><li>You will be uploading either: </li></ul><ul><li>a document on which you wish to receive feedback - DRAFT </li></ul><ul><li>your completed application &/or finance form(possibly with appendices) - FINAL </li></ul><ul><li>Therefore please ensure that: </li></ul><ul><li>your file is named as instructed: </li></ul><ul><ul><li>Documents in an optional review period and for review must begin with DRAFT </li></ul></ul><ul><ul><li>Your fully completed submission documents must begin with FINAL </li></ul></ul><ul><ul><li>Any requested appendices begin with APPENDIX </li></ul></ul><ul><li>the application form is of the correct format: it should be a 97-2003 Word file (.doc) and not a later version (.docx) </li></ul>
  79. 82. The public area holds generic documents and full instructions on the use of the site. Click to download. To access your personal space, click on the login tab Press to login to your secure area Check the competition name !
  80. 83. Enter your login details and click the check box to accept the terms and conditions. Click the login button at the bottom If this is your first login, you will be required to change your password. This must be at least 8 characters long You will need to tick the T&C’s Box each time you enter the site.
  81. 84. You will see a list of files that exist in the folder (if any) Click the upload tab to open the file upload application
  82. 85. Click Select Files to show the file browser Select Your file and click Open Files waiting to be uploaded will be shown with a pending status Click Start Upload to upload the file(s)
  83. 86. Once uploaded, the files will appear in the list. satisfy yourself that your submission has the right name and file type/size.
  84. 87. [email_address] Competition Helpline: 0300 321 4357 www.innovateuk.org
  85. 88. Offer Letter & Collaboration Agreement
  86. 89. Offer Letter <ul><li>A conditional offer </li></ul><ul><li>One month of the date of the offer letter </li></ul><ul><li>Signed declaration at the end of the letter duly signed and completed by the Lead Participant </li></ul><ul><li>Signed copies of the attached declarations by all of the other Participants </li></ul><ul><li>Remember…. </li></ul><ul><li>Must be returned within 30 days of issue. </li></ul>
  87. 90. Collaboration Agreement <ul><li>A copy must be provided within 30 days of the offer letter issue for both competitions. </li></ul><ul><li>The original agreement signed by all participants to be returned with the signed Grant Offer Letter </li></ul><ul><li>A financial forecast for each Participant showing the anticipated spend of the project broken down by quarters throughout the life of the Project </li></ul>
  88. 91. Key Dates and Deadlines – Network Security – mainstream CR&D - EOI <ul><li>10 May – Competition opens </li></ul><ul><li>Register – obtain application form and TSB Application Number </li></ul><ul><li>HEIs – Research Office notification – immediate </li></ul><ul><li>8 July – EOI close </li></ul>
  89. 92. Key Dates and Deadlines – Network Security – Fast-track - all rounds <ul><li>Round One </li></ul><ul><ul><li>Competition Opens – 10 May 2010 </li></ul></ul><ul><ul><li>Competition Closes – 17 June 2010 (Je-S application submission closes 10 June 2010) </li></ul></ul><ul><li>Round Two </li></ul><ul><ul><li>Competition Opens – 5 July 2010 </li></ul></ul><ul><ul><li>Competition Closes – 29 July 2010 (Je-S application submission closes 27 July 2010) </li></ul></ul><ul><li>Round Three </li></ul><ul><ul><li>Competition Opens – 16 August 2010 </li></ul></ul><ul><ul><li>Competition Closes – 8 September 2010 (Je-S application submission closes 2 September 2010) </li></ul></ul><ul><ul><li>Register for application form and TSB application number </li></ul></ul><ul><ul><li>HEI notifications for Je-S submission </li></ul></ul><ul><ul><li>Optional Finance Review </li></ul></ul><ul><ul><li>Je-S submissions to lead applicant </li></ul></ul><ul><ul><li>Competition close and final submissions </li></ul></ul>
  90. 93. Key Dates and Deadlines – Integrating smart meters into smart homes <ul><li>19 May – Competition opens </li></ul><ul><li>Register – obtain application form and TSB Application Number </li></ul><ul><li>HEIs – Research Office notification – immediate </li></ul><ul><li>17 June – Optional finance review </li></ul><ul><li>8 July – Competition close </li></ul><ul><li>31 March 2011 – Projects MUST complete </li></ul>
  91. 94. <ul><li>Read the literature, Guidance for Applicants and Finance Guide </li></ul><ul><li>Get the right people together – it must be a true collaboration! </li></ul><ul><li>Understand your ultimate Market – if you don’t know the market you don’t have the right people in your project! </li></ul><ul><li>Complete the application forms as instructed </li></ul><ul><li>Check the deadlines – all deadlines are 12 noon unless otherwise specified </li></ul><ul><li>And finally...... Talk to the Technology Strategy Board, we’re here to help! </li></ul>Technology Strategy Board Driving Innovation
  92. 95. C.O.M.P.E.T.E. <ul><li>Collate </li></ul><ul><li>Organise </li></ul><ul><li>Manage </li></ul><ul><li>Partners </li></ul><ul><li>Evaluate </li></ul><ul><li>Time sensitive </li></ul><ul><li>Enter </li></ul>
  93. 96. Questions?
  94. 97. [email_address] Competition Helpline: 0300 321 4357 www.innovateuk.org
  95. 98. Break – out groups
  96. 99. Trusted Services COMPETITION FOR COLLABORATIVE R&D and FAST-TRACK FUNDING Briefing event, 19th May 2010
  97. 100. <ul><li>Competition Background </li></ul>Andrew Tyrer, Leader Network Security Innovation Platform
  98. 101. Trusted Services <ul><li>Why are we doing this? </li></ul><ul><li>We have the ability to drive innovation in this area to: </li></ul><ul><ul><li>Create Wealth for UK Companies </li></ul></ul><ul><ul><li>Encourage collaboration and Knowledge Transfer </li></ul></ul><ul><ul><li>Accelerate solutions to a societal challenge </li></ul></ul><ul><ul><li>Link Business to Business, Academia & Government </li></ul></ul><ul><ul><li>Provide Sustainable solutions </li></ul></ul><ul><ul><li>Add Value to the market for Trusted Services </li></ul></ul>
  99. 102. Trusted Services <ul><li>Who are we working with? </li></ul><ul><ul><ul><li>Research Councils (Digital Economy) </li></ul></ul></ul><ul><ul><ul><ul><li>ESRC and EPSRC </li></ul></ul></ul></ul><ul><ul><ul><li>Directgov </li></ul></ul></ul><ul><ul><ul><ul><li>NHS Choices and Business Link </li></ul></ul></ul></ul><ul><ul><ul><li>OGD’s </li></ul></ul></ul><ul><ul><ul><li>YOU </li></ul></ul></ul><ul><ul><ul><ul><li>Business and Academia </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Directly and via KTN’s </li></ul></ul></ul></ul>
  100. 103. Trusted Services What is Trust? 1. Firm reliance on the integrity, ability, or character of a person or thing. 2. Custody; care. 3. Something committed into the care of another; charge. 4. a. The condition and resulting obligation of having confidence placed in one: a public trust. b. One in which confidence is placed. 5. Reliance on something in the future; hope. 6. Reliance on the intention and ability of a purchaser to pay in the future; credit.
  101. 104. The value of the TSB competition to the UK <ul><li>The pace of change is rapid: </li></ul><ul><ul><li>New technologies, devices & channels </li></ul></ul><ul><ul><li>New social behaviours </li></ul></ul><ul><ul><li>New forms of fraud </li></ul></ul><ul><li>Fraud – and the fear of fraud – deters people from using new technologies </li></ul><ul><li>In the physical world we have some basis for establishing trust </li></ul><ul><li>We need to establish ‘trust infrastructures’ that gives people confidence to use electronic transactions </li></ul>Trusted Services
  102. 105. Establishing trust with another party online is a problem common to all <ul><li>Security mechanisms must be simple but secure </li></ul><ul><li>Customers want to use something they already have to hand at the point of need </li></ul><ul><li>We don’t want to increase the number of user names and passwords that internet users have – and we’d like to reduce them. </li></ul><ul><li>The customer needs help to establish a digital identity </li></ul><ul><li>Organisations with a regular and on-going relationship with a customer are better placed to help the customer to detect fraud </li></ul>Trusted Services
  103. 106. Solutions must be based around the needs of the customer <ul><li>Choice of digital ‘channel’ – one size does not fit all </li></ul><ul><li>‘ Assisted’ self service – most people need help </li></ul><ul><li>Privacy and data protection – increasingly important </li></ul><ul><li>Multi-channel – customers do not use one channel exclusively </li></ul><ul><li>Convenience – how much is convenience worth? </li></ul><ul><li>Restitution – who will assist the customer when things (inevitably) go wrong </li></ul><ul><li>Standards – what should customers expect? </li></ul><ul><li>Costs – who should bear them? </li></ul><ul><li>Benefits – to whom do the benefits accrue? </li></ul>Trusted Services
  104. 107. <ul><li>Competition Scope </li></ul>Paul Lewis, Lead Technologist, Network Security Innovation Platform
  105. 109. <ul><li>Competition Scope </li></ul><ul><li>This competition will address : </li></ul><ul><li>Development of trusted and trustworthy products, services and </li></ul><ul><li>architectures. </li></ul><ul><li>Implementation (Proof of Concept stage) of developed ideas. </li></ul><ul><li>System integration of ‘existing’ security technologies in new and </li></ul><ul><li>innovative ways. </li></ul><ul><li>Specific interest in understanding human trust models and interaction. </li></ul><ul><li>Remember we are looking 5-7 years into the future, not next week. </li></ul>
  106. 110. Key trends impacting Information Security to 2020 7 6 5 4 3 2 1 5 Infrastructure revolution Data explosion An always-on, always-connected world Future Finance Tougher Regulation and Standards Multiple Internets New Identity and Trust Models
  107. 111. <ul><li>For example… </li></ul><ul><li>Increase understanding and improved management of trusted and </li></ul><ul><li>trustworthy digital systems. </li></ul><ul><li>How do we establish and preserve digital trust relationships . </li></ul><ul><li>What are the next generation reputation systems. </li></ul><ul><li>Location based authentication and verification in a cyber domain. </li></ul><ul><li>User centric design needs to be included as a lot of problems occur because of poorly designed interfaces. </li></ul><ul><li>Architectural step changes (Security as a services, cloud computing etc) </li></ul>
  108. 112. <ul><li>And… </li></ul><ul><li>Form new or expand existing ‘trust’ business models and acceleration to market. </li></ul><ul><li>What are the cognitive choice and consumer behaviour models applicable to this area. </li></ul><ul><li>Can we Integrate existent privacy and trusted computing technologies. </li></ul><ul><li>Any learning from safety and high integrity engineering. </li></ul><ul><li>Supply chain (or networks) of assurance. </li></ul><ul><li>Safe. dependable and trustworthy systems is the goal. </li></ul>
  109. 113. <ul><li>Also… </li></ul>Project partners are also welcome who bring ‘real-world’ testbeds which could be used for testing complex trust scenarios. We encourage innovative projects building on the supporting research or transfer of techniques from other domains such as psychology, economics, mathematics, sociology, financial risk modelling, consumer complexity, and sales and marketing. Address a real world challenge…..
  110. 114. <ul><li>In Scope… </li></ul><ul><li>Biometrics. </li></ul><ul><li>Identity and Access Management. </li></ul><ul><li>Public Key Infrastructures. </li></ul><ul><li>Client Access (NAC & NAP). </li></ul><ul><li>RFID / Smart Cards. </li></ul><ul><li>Trusted platform module (TPM). </li></ul><ul><li>Next generation cryptography. </li></ul><ul><li>Data Leakage Protection. </li></ul><ul><li>Unified threat management. </li></ul><ul><li>Yes these are in scope, however all must be part of a bigger integrated system not just point solutions…. </li></ul>
  111. 115. <ul><li>_Connect Portal </li></ul><ul><li>  </li></ul><ul><li>A portal has been set up to help you collaborate </li></ul><ul><li>https://ktn.innovateuk.org/web/trusted-services </li></ul><ul><li>It contains </li></ul><ul><ul><li>All information from previous events  </li></ul></ul><ul><ul><li>A facility to meet other collaborators </li></ul></ul><ul><ul><li>Links to further events and information </li></ul></ul>
  112. 116. <ul><li>Finally… </li></ul>  The following collaboration workshops are scheduled:   1.       Bristol – 25 th May 2.       London – 27 th May 3.       Barnsley – 3 rd June 4.       Edinburgh – 10 th June Please email - [email_address]
  113. 117. <ul><li>Thanks... </li></ul><ul><ul><li>…… Questions? </li></ul></ul><ul><li>[email_address] </li></ul><ul><li>twitter: @tsb_paul_lewis </li></ul><ul><li>Phone: 01793 442700 </li></ul>
  114. 118. http://www.innovateuk.org [email_address] [email_address]
  115. 119. <ul><li>Integrating Smart Meters into systems for Smart Homes </li></ul>Graham Hitchen [email_address]
  116. 120. Background – Smart Meters, Smart Homes <ul><li>80% reduction in carbon emissions by 2050 </li></ul><ul><li>15% of energy from renewable sources by 2020 </li></ul><ul><li>Roll-out of Smart Meters into every home by the end of 2020 </li></ul><ul><li>Broadband in every home by 2012 </li></ul>
  117. 121. <ul><li>Follows standard Technology Strategy Board process for collaborative call </li></ul><ul><ul><li>Competitive process </li></ul></ul><ul><ul><li>Projects must have at least two partners – at least one company </li></ul></ul><ul><ul><li>Lead partner must be a company </li></ul></ul><ul><li>£4.5m Technology Strategy Board funding </li></ul><ul><li>50% match funding required – therefore total funding approx. £9m </li></ul>Integrating Smart Meters into systems for Smart Homes
  118. 122. May 8 July Formal opening 19 May Process for Smart Meters, Smart Homes Competition June Sept-Mar 31 March 2010 July/Aug Informal briefings Prepare Full Application Assessment Contract negotiation Project delivery
  119. 123. Challenges <ul><li>Shifting demand-supply patterns and diversifying value chain </li></ul><ul><li>Suppliers becoming service providers, and new entrants into market </li></ul><ul><li>Untested technology-based solutions </li></ul><ul><li>Uncertain business models </li></ul><ul><li>Unknown changes in consumer behaviour </li></ul>
  120. 124. Competition scope <ul><li>Applications invited that: </li></ul><ul><li>develop and trial new business propositions for how a smart meter can be integrated with communications into a system within the home in a way which will impact on the demand for and usage of energy </li></ul>
  121. 125. Competition scope <ul><li>Applications invited that involve: </li></ul><ul><li>testing new ways of integrating technologies and devices </li></ul><ul><li>facilitate and/or accelerate the development of new supply chain relationships in a domestic setting </li></ul><ul><li>help to understand the way in which consumer demand for energy might change in the light of the integration of smart home technologies. </li></ul>
  122. 126. Might include, for example <ul><ul><ul><li>Integration of all white goods into a home-based energy management system </li></ul></ul></ul><ul><ul><ul><li>Integration of micro-generation systems and capabilities into an individual home or group of homes </li></ul></ul></ul><ul><ul><ul><li>Connections between energy devices and in-house communications and entertainments systems </li></ul></ul></ul><ul><ul><ul><li>Connections between energy devices and telecare and telehealth systems. </li></ul></ul></ul>
  123. 127. <ul><li>[email_address] </li></ul><ul><li>www.innovateuk.org </li></ul>

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