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Connected digital additive manufacturing competition briefing


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Powerpoint slide presentation from "Connected digital additive manufacturing" competition briefing in London on 7 June 2016.

- Introduction to Innovate UK
- Description of competition scope
- Description of application process

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Connected digital additive manufacturing competition briefing

  1. 1. Connected digital additive manufacturing Competition Briefing 07th June 16
  2. 2. Health & Safety
  3. 3. Welcome & Introductions • Barry Shaw – Competitions Manager, Innovate UK • Sarah Vodden – Head of Pre Award, Innovate UK • Robin Wilson – Lead technologist - High Value Manufacturing, Innovate UK
  4. 4. Morning Agenda • Introductions • Innovate UK • Competition scope / Background • Q&A (Scope) • Application criteria Break • Funding • Your project costs • Submitting your application using the Innovation Funding Service • Q&A (Process)
  5. 5. Afternoon Agenda 12:30 Introduction to the KTN 12:45 Question and Answer Session 13:00 Lunch and Networking/Partnering opportunities 14:00 Setting the Scene for Industry 4, 4 x Extended pitches of case studies relating to Industry 4.0 14:30 Industry 4.0 - Q and A session, led by Robin Wilson 14:45 Project need/offer pitches 15:15 Partnering opportunities 16:00 Wrap up and close
  6. 6. By the end of the briefing you should.. • Understand the scope and objectives of the competition • Understand the competition process and criteria • Understand the application requirements • Be clear on the timelines & deadlines All presentations will be available on the competition webpage
  7. 7. The UK’s Innovation Agency
  8. 8. The UK’s innovation agency We know that true innovation disrupts. It will create new products, services and industries that we don’t even know about yet. It’s our vision to help the UK economy grow head and shoulders above other nations by inspiring and supporting pioneering UK businesses to create the industries of the future. We already have a strong track record of driving growth, by working with companies to de-risk, enable and support innovation.
  9. 9. A new phase • The start of a new Spending Review period, 2016-20 • The government plans to publish a National Innovation Plan in 2016. • Part of this will be Innovate UK’s new strategy, describing our aims over the next four years. • Meanwhile our Delivery Plan explains what we are doing in the first year of this new phase – the financial year 2016/17.
  10. 10. “Whether you have a small or large business or are involved in any way in innovation, this plan will explain how we are working this year to accelerate its pace - and ultimately increase UK productivity and growth.” Ruth McKernan, Chief Executive
  11. 11. Important changes We are: • aligning our programmes into new simpler sector groups • changing our sector funding competitions to be simpler and broader in scope • enhancing our innovation networks - nationally and regionally • piloting competitions for new innovation finance products • Introducing a new online competition applications system – the Innovation Funding Service.
  12. 12. 5-point plan Working with the research community and across Government to turn scientific excellence into economic impact Accelerating UK economic growth, nurturing small, high- growth companies with strong productivity and export success Building on innovation excellence throughout the UK, investing locally in areas of strength Developing Catapults within a national innovation network Evolving our funding models; helping public funding go further
  13. 13. Sector focus to accelerate growth Emerging and Enabling Technologies Identifying and investing in technologies and capabilities that will lead to the new products, processes and services of tomorrow Health and Life Sciences Focused on agriculture and food and healthcare, underpinned by bioscience and medical research and enabled by engineering and physical sciences Infrastructure Systems Optimising transport and energy systems and integrating them with other systems such as health and digital Manufacturing and Materials Advancing manufacturing readiness so R&D and technology developments increase productivity and capture value in the UK
  14. 14. New simplified Innovate UK competitions Expected open date Manufacturing and Materials 9 May 2016 Open 6 Jun 2016 Infrastructure Systems 4 Jul 2016 Health and Life Sciences 12 Sep 2016 Emerging and Enabling Technologies 3 Oct 2016 We will also run competitions in partnership with other organisations. For all competitions see the Delivery Plan or
  15. 15. Connecting: strengthening our networks • We help businesses grow by connecting: linking them with academics, government, new partners and funding opportunities. • We provide direct guidance and help business navigate all the support opportunities that exist. • This year we will build support through the Knowledge Transfer Network (KTN) and Enterprise Europe Network (EEN), helping innovative businesses nationally and regionally.
  16. 16. Our budget Official Sensitive
  17. 17. The Innovation Funding Service: Welcome to “Private Beta”
  18. 18. Find out more
  19. 19. Competition briefing: Connected Digital Additive Manufacturing 7 June 2016 Robin Wilson Lead Technologist
  20. 20. COMPETITION AIMS AND SCOPE What this competition is about £4.5 million funding for Connected Digital Additive Manufacturing – opened 23 May 2016
  21. 21. Competition aims 1. To stimulate and broaden innovation in additive manufacturing equipment and processes 2. To enable companies to explore new sources of value and competitive advantage, within and beyond the immediate AM process chain, by harnessing the power of connected digital manufacturing
  22. 22. Competition scope – the ‘must haves’ • Projects must have a significant innovation step in both of the following complementary areas: – additive manufacturing – connected digital manufacturing • Scope of the Additive Manufacturing area is defined by 4 topics – you need to address 1 or more of these • Scope of the Connected Digital Manufacturing area is defined by 5 capabilities – you need to address 1 or more of these
  23. 23. Competition scope – the ‘must haves’ 1) Additive manufacturing topics in scope 1. novel additive manufacturing build process with a viable route to market for UK-based machine platform manufacture 2. large-scale build platforms with a build size in metres with a viable route to market for UK-based machine platform manufacture 3. automation, predictability and cost reduction in the pre and post-process material supply and finishing activities. Projects must show a significant improvement to the overall AM process chain productivity 4. innovative hybrid or interrupted AM processes and/or their integration with the adjacent process(es) Your project must focus on one or more of these 4 priority topics.
  24. 24. Scope clarification – more detail on key points • Viable route to market for UK-based platform manufacturer – “platform” includes AM build machines and pre/post processing machines and associated equipment/hardware. – “platform” also includes System Integrators, ie: companies providing an integrated suite of equipment and/or services to the end user. If this has to include some non-UK sourced equipment, we will consider the application, if all the project innovation activity is done in the UK. Please send outline of such proposals to our Helpdesk before 13 July so we can advise on scope fit. • Automation, predictability and cost reduction in the pre and post-process material supply and finishing activities. – this describes the physical/hardware/material activities, pre and post AM build. – includes material characterisation and handling, but project must be focused on innovating actual (physical) production and supply/distribution capability. • Development of new materials is out of scope, but if a small amount of material development is required to support the main innovation in equipment and processes, it can be included.
  25. 25. Competition scope – background Why connected digital? When is the 4th Industrial Revolution happening? What are the benefits of Industry 4.0 ?
  26. 26. Competition scope – background Why connected digital? • AM equipment market is rapidly growing (42% cgr) but build platforms and pre/post processing facilities are still configured for prototype or job-shop operations, not series production. • This may be OK for today, but will not be in 5-10 years’ time. • The journey from “specialist prototyping facilities” to the required “integrated production system architectures” is unclear. • The system architectures for maximising the business potential of AM are unlikely to look like mass production factories, today or tomorrow. • Innovative sources of value capture and competitive advantage beyond the immediate build platform/ build expertise need to be discovered and exploited. Our response Through the structure of this competition and focused networking activities between additive and digital communities, Innovate UK and the KTN are seeking to help companies and academia to explore and exploit this journey.
  27. 27. Competition scope – background When is the 4th Industrial Revolution happening? NOW ! IMAGE COURTESY OF MTC
  28. 28. Competition scope – background What are the benefits of Industry 4.0 ? • simple, effective and powerful brand name • an agenda for change, for competitive advantage • helps anchor expertise and production capacity • people say it’s all about getting more value from data • forum to help people explore what it means to them For the purpose of this competition, we have called it “Connected Digital Manufacturing” and defined its scope by 5 dimensions or capability statements
  29. 29. Competition scope – the ‘must haves’ 2) Connected digital capabilities in scope 1. interoperability: ability of internet-enabled machines, devices, sensors and people to connect and share data with each other securely (and seamlessly) without the need for specialist technical expertise on the part of the user 2. enriched modelling - integration of raw, operational data from sensors into elements of models and simulations to improve the accuracy and completeness of their predictions and to aid visualisation and decision-making 3. autonomy: ability of machines and systems to make decisions and perform tasks with limited human assistance/intervention and to learn from experience and data 4. real-time insights: capability to collect and analyse data from manufacturing operations and provide the derived insights to support decision-making in real or near-to-real time 5. modularity: engineering of flexible and modular systems, components and services that can be adapted, added, removed and interplayed to meet changing requirements Your project must innovate in at least one of these 5 connected digital manufacturing capabilities.
  30. 30. • Technology can enable innovation, but the success of any product, service or process innovation ultimately depends on human motivations and behaviour. • Customers don’t buy technology, they buy what technology does for them. • Use early-stage design process to better understand and respond to customer wants and needs. • Well designed solutions are not only feasible, but also desirable, beneficial and easy to use. Design – Better experiences, not just styling
  31. 31. • We are keen to support projects that demonstrate excellent, early-stage design process. • A strong application should reference the actions you will undertake to gain customer insight and convert that insight into better experiences. • You may wish to budget for subcontracting of design activities within your project as an allowable cost. • Find out more and connect with designers via the KTN, Design Council, Service Design Network, BIDA. Design – Better experiences, not just styling
  32. 32. Standards • We know that development of Standards is critical for successful commercialisation. • Standards can include Design, Materials, Production Processes, Product Function, Data and Data Exchange, System Interoperability, etc • Innovate UK is unable to fund standards development activity as such. • However, we can fund work which leads to the development of standards, if that work is closely associated with the main, funded innovation activity • In this competition we encourage consortia to include work leading to the development of standards, provided it is closely associated with the innovation activity, either around the additive manufacturing or the digital elements or both. Such activity should be limited to no more than 10% of total project cost.
  33. 33. Competition scope – the ‘should not haves’ • In this competition, we won’t fund – incremental innovation or development of existing (commercially available) machine platforms. – development of products made on standard, commercially-available AM machine platforms using existing or new materials – atomic layer deposition – bio-printing – rapid prototyping and tooling machine platforms and related applications (ie: machine platforms which are only suitable for prototyping and tooling applications) – connected digital manufacturing activity that’s unrelated to the AM innovation project content
  34. 34. Funding allocations • We have allocated up to £4.5 million to fund industrial research projects in this single stage competition. You could get funding of up to: – 70% of your eligible project costs if you are a small or micro business – 60% of your eligible project costs if you are a medium sized business – 50% of your eligible project costs if you are a larger business • Projects must be led by a UK-based business and involve at least one other company, this is to encourage supply chain development and SME participation. • We expect projects to last 1 to 3 years. They must range in size from total costs of £500,000 to £1.5 million. • We also encourage academic organisations to take part where needed. But you can allocate no more than 30% of your total project costs for research organisation funding. • You must allocate at least 70% of your total project costs to the additive manufacturing topics. You must allocate between 15% and 30% to the connected digital manufacturing capabilities.
  35. 35. New: Innovation Funding System (IFS) • This Connected Digital Additive Manufacturing competition is the “private beta test” for IFS. • Applicants will use the on-line application system, details to follow later this morning, highlights include: – Lead applicant completes on-line application form – Menu-driven approach eg: Companies House look-up data – Same 10 questions used as in previous years (may change in future) – Lead applicant invites partners via IFS system – Partners complete their sections of the application – IFS calculates project costs from your input data – IFS saves as you go, only press “submit” once, at end when fully completed • If you have difficulty using IFS please get in touch with the competition Helpdesk straight away, this will enable us to address any user or system issues as quickly as possible.
  36. 36. And finally … • Competition briefing events: – London 7 June – Liverpool 14 June • Registration by 20 July, submit by 27 July, noon. • Competition Support Helpline – Please direct all enquiries through our helpline process (phone or email) – details on Gov.UK – The support team in Swindon were briefed on this competition recently • Any answers we give to questions you ask us today should be regarded as indicative only (ie: please use Helpdesk route).
  37. 37. Find out more Details of this competition are at: competition-connected-digital-additive-manufacturing
  38. 38. Questions & Answers
  39. 39. Application Process
  40. 40. FUN IND EXP Market readiness Research Councils Commercial Investment Venture Capital Innovate UK and its co-funders funding Blue sky Feasibility Technology Demo System Dev. System Qual. Technology Development Prod. Prototype Commercialisation Types of project
  41. 41. Competition eligibility Type of Competition & Research Category Single Stage, Industrial Research Project composition Collaborative – must include at least 2 businesses Funding available Up to £4.5m Project Size Between £500k and £1.5m Approx % Funding for business 70% Small / 60% Medium / 50% Large Anticipated Project length Between 1 – 3 Years Application form 10 marked questions Notifications Assessment and moderation panel Submit your application
  42. 42. Key Dates Time line Dates Competition Opens 23rd May 2016 Briefing Event 7th June 2016 Registration Closes Noon 20th July 2016 Submission Deadline Noon 27th July 2016 Decision to applicants October 2016
  43. 43. Competition Page
  44. 44. Application Form
  45. 45. Application Structure
  46. 46. 49 Application details
  47. 47. 50 Project Summary This is an opportunity to provide a short summary of the key objectives and focus areas of the project. It is important that this summary is presented in reference to the main outline of the project, with sufficient information to provide a clear understanding of the overall vision of the project and its innovative nature. This summary is not marked, but provides a summary of your proposal for the benefit of the Assessors.
  48. 48. 51 Public Description If your application is successful, Innovate UK will publish the following brief description of your proposal. Do not include any commercially confidential information, for example Intellectual Property or patent details, in this summary. Whilst this section is not assessed, provision of this public description is mandatory. Funding will not be provided to successful projects without this.
  49. 49. This part of the application is marked Yes or No Gateway Question: Scope How well does the project fit the competition?
  50. 50. 53 The application questions Each question is equally weighted with 10 marks per question
  51. 51. Q1: Business Opportunity What is the business opportunity that your project addresses? You should describe: • the business opportunity you have identified and how you plan to take advantage of it • the customer needs you have identified and how your project will meet them • the challenges you expect to face and how you will overcome them
  52. 52. Q2. Potential market What is the size of your potential market? Describe the size of the potential market for your project, including: • details of your target market, for instance, how competitive and profitable it is • the current size of the market, with actual and predicted growth rates • the market share you expect to achieve and the reasons for this estimate • the wider economic value you expect your project to add to the UK and/or the EEA (European Economic Area) • Tell us what return on investment you expect your project to achieve. You should base this estimate on relevant industry data and tell us how you have calculated this.
  53. 53. Q3: Project exploitation How will you exploit and market your project? • Describe the potential outputs of the project, such as: – products or services – processes – applications • Describe how you will exploit these outputs, such as: – the route to market – protection of intellectual property rights – reconfiguration of your organisation's value system – changes to business models and processes – any other methods of exploitation and protection
  54. 54. Q4 What economic, social and environmental benefits do you expect your project to deliver and when? Describe all the benefits you expect your project to deliver including: • Economic • Social • Environmental
  55. 55. Q5: Economic benefit: What technical approach will you use and how will you manage your project? • describe your technical approach including the main objectives of the work • explain how and why your approach is appropriate • how you will make sure that the innovative steps in your project are achievable ? • describe rival technologies and alternative R&D strategies • explain why your proposed approach will offer a better outcome APPENDIX You may also upload a project plan (in PDF format) with your answer to this question. This will show the assessors how you plan to run the project.
  56. 56. Q6: Innovation: What is innovative about your project? You should show how your project will: • push boundaries beyond current leading-edge science and technology • apply existing technologies in new areas • Explain the novelty of the research in an industrial and/or academic context. • Provide evidence that your proposed work is innovative. This could include patent search results, competitor analyses or literature surveys. If relevant, you should also outline your own intellectual property rights. APPENDIX You may upload a pdf file in support of your answer to this question
  57. 57. Q7: Risks: What are the risks (technical, commercial and environmental) to your project's success? What is your risk management strategy? • identify the project's main risks and uncertainties • detail specific technical, commercial, managerial and environmental risks • list any other uncertainties such as ethical issues associated with the project • provide a detailed risk analysis • rate the main risks as high, medium or low • show how you'll limit the main risks • identify the project management resources you'll use to minimise operational risk • include arrangements for managing the project team and its partners
  58. 58. 61 Q8. Project Team: Does your project team have the skills, experience and facilities to deliver this project? You should show your project team: • has the right mix of skills and experience to complete the project • has clear objectives • would have been formed even without Innovate UK investment Describe the benefits of the collaboration. APPENDIX You may upload a pdf file in support of your answer to this question
  59. 59. Q9: Funding: How much will your project cost? • show how your budget is realistic for the scale and complexity of the project • make sure the funding you need from Innovate UK is within the limit set by this competition • justify any significant costs in the project, such as subcontractors • show how much funding there will be from other sources • provide a realistic budget breakdown • describe and justify individual work packages
  60. 60. 10: Adding Value: How does financial support from Innovate UK and its funding partners add value? • will the Innovate UK investment increase the amount of Research and Development undertaken in the UK? • have you explained and justified why you are not fully funding the project yourselves? • have you explained how the project would be undertaken differently with Innovate UK investment? • what are the implications of the Innovate UK funding? What does it mean to the project, idea and exploitation?
  61. 61. All applications are assessed by independent reviewers drawn from industry and academia Application Assessment What do they look for? • Clear and concise answers • The right amount of information • not too much detail • no assumptions • Quantification and justification • That the applicant has the right people with the right bright idea and the means to exploit its potential
  62. 62. Submission Summary Type of Competition Single Stage Project Composition Collaborative Project Size (indicative) Between £500k - £1.5m Anticipated Project length 1 – 3 years Application form 10 marked questions Appendices Yes J-eS output document (if applicable) Yes
  63. 63. Funding
  64. 64. Funding rules - Types of organisation • Business • Research Organisations • Public Sector Organisations & Charities - Collaborative projects • Definition of collaboration • Levels of participation • Minimum grant
  65. 65. Types of Organisation • Business – Small/Micro, Medium or Large (EU definition) • Research Organisation (RO): - Universities (HEIs) - Non profit distributing Research & Technology Organisation (RTO) - Public Sector Research Establishments (PSRE) - Research Council Institutes (RCI) - Catapults • Public sector organisations and charities doing research activity
  66. 66. Grant dependent upon type of research and type of participant Organisation / Type of Activity Industrial Research Notes Business (economic activity) Micro/Small – 70% Medium – 60% Large – 50% Research Organisation (non-economic activity) Universities – 100% (80% of Full Economic Costs) Other research organisations can claim 100% of their project costs – see note: Other research organisations must: • be non-profit distributing and • disseminate the project results & • explain in the application form how this will be done Public Sector Organisation or Charity (non-economic activity) 100% of eligible costs Must be: • Be performing research activity & • disseminate project results & explain in the application form how this will be done • ensure that the eligible costs do not include work / costs already funded from other public sector bodies
  67. 67. Levels of participation • The aim of our State Aid scheme is to: - optimise the level of funding to business and - recognise the importance of research base to project • At least 70% of total eligible project costs must be incurred by business • The maximum level (30% of project costs) is shared by all research organisations in the project
  68. 68. What is collaboration? In this competition projects must contain: • at least two business collaborators • a business-led consortium, which may involve both business and the research base and • evidence of effective collaboration (see guidance) - we would expect to see the structure and rationale of the collaboration described in the application.
  69. 69. Minimum Grant If partner wishes to collaborate but does not wish to claim a grant: • role and work should be in application as for all other partners • partner name and total costs (contribution to the project) must be included in the finance summary table. - Enter zero grant requested in finance summary table • no partner finance form required • not named in the offer letter if your project is successful
  70. 70. Worked example – £500k total cost project: Project costs for 5 partners (2 SME, 1 University, a Catapult and 1 large), doing industrial research. Total Funding Limits Total Eligible Project Costs Maximum % of eligible costs which may be claimed as a grant Innovate UK Grant Project Contribution Business Medium £130,000 60% £78,000 £52,000 Business Medium £90,000 60% £54,000 £36,000 Business Large £130,000 50% £65,000 £65,000 University HEI (80% FEC) £75,000 100% £75,000 nil** Catapult RTO £75,000 100% £75,000 nil Total £500,000 £347,000 £153,000 ** 20% FEC not to be shown as a contribution Research Base Costs £150,000 Research base % of Total Eligible costs (cannot exceed 30%) 30.00%
  71. 71. Project Costs • Business & non-academic partners – Eligible Project Costs • Academics – Je-S
  72. 72. Eligible Project Costs (applicants / non-academic partners)  Labour Costs  Administration Support Costs  Materials  Capital Equipment Usage  Sub-Contracts  Travel & Subsistence  Other Costs - non-admin overheads that are directly incurred as a result of the project - Other eligible direct costs not included in the above headings  IP filing costs up to £7,500 (SME only)
  73. 73. Your Project Costs
  74. 74. Labour Costs Eligible: -Staff working directly on project. -Paid by PAYE -NI, pension, non- discretionary costs. Ineligible: -Dividends -Bonuses -Non productive time
  75. 75. Administration Support Costs • Enter other eligible overheads into “Other Costs” • All overheads must be verified as being incurred as a result of delivering the project
  76. 76. Ineligible overheads Eligible overheads must be verified as being incurred as a result of delivering the project. x Indirect production of or service delivery costs – any costs associated with the way in which the company makes its money. This would include all items used to calculate gross margin and cost of sale. x Indirect staff costs - non productive time or non-chargeable time of technical or support personnel x New IP protection costs (from other projects) x Any headings that are being charged for directly within the project – such as training, T&S
  77. 77. Material Costs
  78. 78. Capital Equipment usage Eligible: -Used in the project or shared with day-to-day production -Re sale value
  79. 79. Sub-Contract costs Eligible: -Justified and quantified
  80. 80. Travel & Subsistence Costs Eligible: Directly linked to the project
  81. 81. Other Costs Costs that could not be added under previous headings. Do not double count
  82. 82. Costs which are not eligible Χ Recoverable input or output VAT Χ Interest charges, bad debts, profits, advertising, entertainment Χ Hire purchase interest and associated service charges Χ Profit earned by a subsidiary or by an associate undertaking work sub- contracted out under the project Χ Inflation and contingency allowances Χ The value of existing assets such as IPR, data, software and other exploitable assets that are contributed to the project by any collaborator Χ Independent Accountant’s Report Fees
  83. 83. Project Costs • Business & non-academic partners – Eligible Project Costs • Academics – Je-S
  84. 84. Academic costs Input the TSB reference and academic finance resources into the table
  85. 85. Academic costs Upload the Je-s form as a .pdf document
  86. 86. Normal Je-S Application Elements Not just the financials - E.g. Justification of resources - E.g Pathways to impact • Full details on the Je-S system • Queries about Je-S via the Je-S Helpdesk - - 01793 44 4164
  87. 87. 90 Finances Summary
  88. 88. Levels of participation
  89. 89. Submission Summary Feasibility Studies Type of Competition Single Stage Project Composition Collaborative Project Size (indicative) Between £500k - £1.5m Anticipated Project length 1 – 3 years Application form 10 marked questions Appendices Yes J-eS output document (if applicable) Yes
  90. 90. Key Dates Time line Dates Competition Opens 23rd May 2016 Briefing Event 7th June 2016 Registration Closes Noon 20th July 2016 Submission Deadline Noon 27th July 2016 Decision to applicants October 2016
  91. 91. Innovation Funding Service Demo
  92. 92. 95 Innovate UK Successful Applicant The Project may not start until the organisation has received and returned signed acceptance of the Grant Confirmation Letter Conditional offer letters will be issued 3 – 4 weeks after notification Return documents stated in conditional offer letter Submit financial forecast and detailed project plan Financial cost review and viability checks Issue Grant Confirmation Letter Sign & return Grant Confirmation Letter with project start date Existing process: successful projects
  93. 93. 96 New process with IFS: Project Setup
  94. 94. 97 Project set-up
  95. 95. Tips • This is a beta version. Please be patient if not everything works first time! – Our Customer support desk are waiting to help you • Your collaboration partners must enter their own project costs • There is no conditional offer letter for your grant. You are agreeing to Innovate UK’s conditions of the grant when submitting your application. The lead partner signs the final Grant Offer Letter at the end of the project set up process. • Don’t leave your submission to the last minute. The service performs validation checks on all of your inputs before you can submit. • Let us know how you get on! We appreciate your feedback
  96. 96. Questions & Answers
  97. 97. Competitions Helpdesk Tel: 0300 321 4357 (Monday-Friday, 9am-5:30pm) E-mail: