innotech

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INNOTECH
The programme supports the development
of technological innovation based on cooperation
between industry and R&D sector
Implementing Authority:
National Center for Research and Development
(based on 2012 call for proposals documentation)
APRIL 2013
INNOTECH
The programme is targeted to entities which undertake research and preparatory work in order
to implement the R&D results, aimed to the development and implementation of innovative
technologies, products or services.
2 programme paths:
•
Programme path „In-Tech” - addressed to entities which undertake industrial research or
development works and preparatory work for the implementation of its results, focused on
the development and implementation of innovative technologies, products and services,
aimed at improving the competitiveness of the Polish economy
•
Programme path „Hi-Tech”- targeted at micro, small and medium-sized enterprises active in
the area of ​advanced technology, that conduct industrial research or development works and
preparatory work for implementation of its results to the economy (the subject of the project
has to be a solution in the area classified as "high-tech", defined by PKD/2007 codes; list of
qualified PKD codes at the end of this presentation)
INNOTECH
In-Tech
Hi-Tech
Types of projects
The project including R & D work (Phase A) and the
preparatory work for implementation (Phase B)
The project including R & D work and the
preparatory work for the implementation realized as
purchase of consultancy services in the field of
innovation and sevices in the field of innovation
support
The project including R & D work (Phase A)
The project including R & D work
Types of tasks
Industrial research
Industrial research
Development works
Development works
The preparatory work for the implementation (in
particular: Implementation documentation, testing,
certification, market research, protection of
industrial property rights)
The preparatory work for the implementation
(the purchase of consultancy services in the field
of innovation and innovation support services)
INNOTECH
In-Tech
Hi-Tech
Aplicants
Research consortia involving entrepreneur (at least one
research unit which is not an entrepreneur, and at least
one entrepreneur)
Entrepreneurs (SMEs and large comanies)
SMEs
Research&industry centers
Duration of the project
Max. 3 years, including 1 year for Phase B
Max. 2 years
Maximum amount of project’s co-financing
PLN 10 million
PLN 5 million
Entrepreneur’s co-operation with research unit
Cooperation carried out in a consortium or ordering
research services from public research institution
Ordering research services from scientific unit
INNOTECH
In-Tech
Hi-Tech
Aid intensity
1. Phase A - research (industrial research, development works)
The maximum level of support for industrial research:
•
for micro and small enterprises - 70% of eligible expenses;
•
for medium enterprises - 60% of eligible expenses;
•
for large enterprises (only for the In-Tech path) - 50% of eligible expenses.
The intensity of support may be increased by 15 percentage points, but not more than up to 80% of the eligible
expenses, if at least one of the following conditions is satisfied:
1) The project involves effective collaboration between at least two unrelated enterprises and:
a) none of the entrepreneurs incurs more than 70% of eligible expenses of a joint project;
b) project involves collaboration with at least one micro, small or medium-sized enterprise or research is
conducted in at least two EU Member States.
2) The project involves effective collaboration between an entrepreneur and a research unit or a foreign public
research center, which bears at least 10% of eligible expenses and have the right to publish the results of the
project in the extent corresponding to the scope of the industrial research conducted by these entities.
3) Industrial research results are widely disseminated, through:
a) scientific and technical conferences;
b) publications in scientific or technical journals or databases, which ensure free access to raw research data;
c) free software or open source.
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In-Tech
Hi-Tech
Aid intensity
The maximum level of support for development works:
• for micro and small enterprises - 45% of eligible expenses;
• for medium enterprises - 35% of eligible expenses;
• for large enterprises (only for the In-Tech path) - 25% of eligible expenses.
The intensity of support may be increased by 15 percentage points, if at least one of the following
conditions is satisfied.
1) The project involves effective collaboration between at least two unrelated enterprises and:
a) none of the entrepreneurs incurs more than 70% of eligible expenses of a joint project;
b) project involves collaboration with at least one micro, small or medium-sized enterprise or
development works are conducted in at least two EU Member States.
2) The project involves effective collaboration between an entrepreneur and a research unit or a foreign
public research center, which bears at least 10% of eligible expenses and have the right to publish the
results of the project in the extent corresponding to the scope of development works conducted by
these entities.
INNOTECH
In-Tech
Hi-Tech
Aid intensity (continued)
2. Phase B - Preparatory work for the
implementation (commercialization support)
•
The subsidy is de minimis aid and it cannot
exceed 90% of eligible costs.
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Funding shall be granted provided the
acceptance of the report on the phase A.
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Support for Phase B can only be granted to
entrepreneurs.
2. The preparatory work for the implementation
•
The subsidy is the public aid for the purchase
of consultancy services in the field of
innovation and innovation support services.
•
It cannot exceed 200 000 Euro for 3 years on
services, including in particular tests,
certificates, payment for the use of specialized
test equipment, market research, consultancy
on technology transfer, intellectual property
rights, licensing.
•
level of support: up to 100% (up to 75% if the
service provider does not have a national or
European certification).
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Substantive evaluation criteria - path In-Tech
Lp.
1
The scientific value of the project
5
Min.
required
number
of points
2/5
2
Innovativeness of the solution which is the result of the project
5
3/5
3
The achievements of contractors
5
2/5
4
Having the right material and human resources necessary for the implementation of the project
5
2/5
5
The planned cooperation in the implementation of the project between scientific institutions and
entrepreneurs
5
3/5
6
7
Planned economic effects
The potential for commercialization
5
5
1/5
3/5
8
Entrepreneur’s own financial contribution in the research phase of the project (excluding the
minimum own contribution required under the rules of public aid)
5
n/a
0/5
n/a
9
Criterion
The legitimacy of the planned costs in relation to the scope of the activities of the project and the
expected results
Max.
score
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Substantive evaluation criteria - path In-Tech
Lp.
1
Project’s subjest is high-tech industry solution
1
Min.
required
number
of points
1/1
2
The scientific value of the project
5
2/5
3
Innovativeness of the solution which is the result of the project
5
3/5
4
The achievements of contractors
5
2/5
5
Having the right material and human resources necessary for the implementation of the project
5
2/5
6
The planned cooperation in the implementation of the project between scientific institutions and
entrepreneurs
5
3/5
7
Planned economic effects
5
1/5
8
The potential for commercialization
5
3/5
9
Entrepreneur’s own financial contribution in the research phase of the project (excluding the
minimum own contribution required under the rules of public aid)
The legitimacy of the planned costs in relation to the scope of the activities of the project and the
expected results
5
n.d.
0/5
n.d.
10
Criterion
Max.
score
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Qualified expenses – path In-Tech
In the field of industrial research and development works (phase A)
• Salaries and non-wage labor costs, including social security and health contributions, of employees
conducting the industrial research and development, in part in which the remuneration is directly
linked to the implementation of the aided project (all types of job contracts and civil contracts
accounted for payroll).
• Costs of research equipment and other equipment used to carry out research, to the extent necessary
for a period of time necessary for the aided project; costs of paid use of research equipment and
other equipment used to carry out research, to the extent necessary and for a period of time
necessary for the implementation of the aided project.
• The cost of land and buildings, to the extent and for the period of time in which they are used for the
aided project.
• The cost of research services performed under the contract, technical knowledge and patents bought
or used under license from third parties under market conditions, and advisory and equivalent
services used exclusively for the purpose of the aided project.
• Other operating expenses, including the cost of the acquisition and use of materials, supplies and
similar products incurred directly in connection with the implementation of the aided project.
• Additional overheads incurred directly in connection with the implementation of the project
accounted for a lump sum of up to 15% of the total eligible costs of research tasks; for research
entities which are a member of a consortium, overheads are determined individually.
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Qualified expenses – path In-Tech (continued)
In the field of preparation of Phase A results to the commercialization (Phase B)
•
Employment costs of persons implementing the project (all types of job contracts and civil contracts accounted
for payroll).
•
Costs of tools and equipment used during the implementation of, and if such instruments and equipment are
used longer than the time of implementing the project, eligible costs shall be the costs of depreciation during
the period of the project, calculated on the basis of the accounting regulations.
•
Costs of buildings and land used during the implementation of the project; in the case of buildings eligible costs
shall be the costs of depreciation during the period of the project, calculated on the basis of the accounting
regulations, in the case of land eligible costs shall be the costs associated with the transfer of ownership, the
costs resulting from paid use of land or actually incurred capital costs.
•
The costs of consultancy or equivalent services used exclusively for the purpose of implementing the project,
purchased at market prices, provided that the transaction has no element of collusion involved, the costs are
considered to be up to 70% of the total eligible costs of the preparation phase for the implementation.
•
Official fees incurred in connection with the operations included in the project.
•
Legal costs directly related to the implementation of the project operations.
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Other operating expenses, including costs of materials, supplies and similar products incurred directly in
connection with the execution of the project.
•
Additional overheads incurred directly in connection with the operations included in the project, provided that
these costs are accounted for a lump sum of up to 15% of the total eligible costs of the preparation phase for
the implementation.
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Qualified expenses – path Hi-Tech
In the field of industrial research and development works
• Salaries and non-wage labor costs, including social security and health contributions, of employees
conducting the industrial research and development, in part in which the remuneration is directly
linked to the implementation of the aided project (all types of job contracts and civil contracts
accounted for payroll).
• Costs of research equipment and other equipment used to carry out research, to the extent necessary
for a period of time necessary for the aided project; costs of paid use of research equipment and
other equipment used to carry out research, to the extent necessary and for a period of time
necessary for the implementation of the aided project.
• The cost of land and buildings, to the extent and for the period of time in which they are used for the
aided project.
• The cost of research services performed under the contract, technical knowledge and patents bought
or used under license from third parties under market conditions, and advisory and equivalent
services used exclusively for the purpose of the aided project .
• Other operating expenses, including the cost of the acquisition and use of materials, supplies and
similar products incurred directly in connection with the implementation of the aided project.
• Additional overheads incurred directly in connection with the implementation of the project
accounted for a lump sum of up to 15% of the total eligible costs of research tasks.
INNOTECH
Qualified expenses – path Hi-Tech (continued)
In terms of steps towards the implementation, realized in the form of purchase of consultancy
services in the field of innovation and innovation support services
1. consulting services in the field of innovation-costs of services relating to:
• management consulting;
• technical support;
• technology transfer;
• advising on the acquisition and protection of intellectual property rights and trade in;
• consultancy in the field of licensing agreements;
• advice on the procedures for obtaining a certificates of compliance.
2. innovation support services-the cost of purchasing the following services:
• market research;
• use of laboratories and specialized equipment;
• obtaining a certificate of compliance authorizing the designation of the product marking with
national or transnational standard;
• certification within the meaning of the Act of 30 August 2002 on the compliance system.
INNOTECH
Hi-Tech path - PKD code list
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20.11.Z Manufacture of industrial gases
20.12.Z Manufacture of dyes and pigments
20.13.Z Manufacture of other inorganic basic chemicals
20.14.Z Manufacture of other organic basic chemicals
20.15.Z Manufacture of fertilizers and nitrogen compounds
20.16.Z Manufacture of plastics in primary forms
20.17.Z Manufacture of synthetic rubber in primary forms
20.20.Z Manufacture of pesticides and other agrochemical products
20.30.Z Manufacture of paints, varnishes and similar coatings, printing ink and mastics
20.41.Z Manufacture of soap and detergents, cleaning and polishing preparations
20.42.Z Manufacture of perfumes and toilet preparations
20.51.Z Manufacture of explosives
20.52.Z Manufacture of glues
20.53.Z Manufacture of essential oils
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20.59.Z Manufacture of other chemical products not elsewhere classified
20.60.Z Production of man-made fibers
21.10.Z Manufacture of basic pharmaceuticals
21.20.Z Production of medicines and other pharmaceutical products
26.11.Z Manufacture of electronic components
26.12.Z Manufacture of loaded electronic boards
INNOTECH
Hi-Tech path - PKD code list (continued)
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26.20.Z Manufacture of computers and peripheral equipment
26.30.Z Manufacture of (tele)communications equipment
26.40.Z Manufacture of consumer electronics
26.51.Z Manufacture of instruments and appliances for measuring, testing and navigation
26.52.Z Manufacture of watches and clocks
26.60.Z Manufacture of irradiation, electromedical and electrotherapeutic
26.70.Z Manufacture of optical instruments and photographic equipment
26.80.Z Manufacture of magnetic and optical media
27.11.Z Manufacture of electric motors, generators and transformers
27.12.Z Production of switchgear and control electricity
27.20.Z Manufacture of batteries and accumulators
27.31.Z Manufacture of fiber optic cables
27.32.Z Manufacture of other electronic and electric wires and cables
27.33.Z Manufacture of wiring devices
27.40.Z Manufacture of electric lighting equipment
27.51.Z Manufacture of electric domestic appliances
27.52.Z Manufacture of non-electric domestic appliances
27.90.Z Manufacture of electrical equipment
28.11.Z Manufacture of engines and turbines, except aircraft, cars and motorcycles
28.12.Z Production of equipment and accessories for hydraulic and pneumatic drive
INNOTECH
Hi-Tech path - PKD code list (continued)
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28.13.Z Manufacture of other pumps and compressors
28.14.Z Manufacture of other taps and valves
28.15.Z Manufacture of bearings, gears, gearing and driving elements
28.21.Z Manufacture of ovens, furnaces and furnace burners
28.22.Z Manufacture of lifting and handling equipment
28.23.Z Manufacture of office machinery and equipment, except computers and peripheral equipment
28.24.Z Manufacture of hand machine tools
28.25.Z Manufacture of cooling and ventilation equipment
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28.29.Z Manufacture of other general purpose machinery not elsewhere classified
28.30.Z Manufacture of agricultural and forestry
28.41.Z Manufacture of metal forming machinery
28.49.Z Manufacture of other machine tools
28.91.Z Manufacture of machinery for metallurgy
28.92.Z Manufacture of machinery for mining, quarrying and construction
28.93.Z Manufacture of machinery for food, beverage and tobacco
28.94.Z Manufacture of machinery for textile, apparel and leather
28.95.Z Manufacture of machinery for the paper industry
28.96.Z Manufacture of machinery for working rubber or plastics and the manufacture of products from these
materials
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28.99.Z Manufacture of other special purpose machinery not elsewhere classified
29.10.A Manufacture of engines for motor vehicles (except motorcycles) and agricultural tractors
29.10.B Production of passenger cars
INNOTECH
Hi-Tech path - PKD code list (continued)
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29.10.C Production of buses
29.10.D Manufacture of motor vehicles for the transport of goods
29.10.E Manufacture of motor vehicles, except motorcycles
29.20.Z Manufacture of bodies for motor vehicles, manufacture of trailers and semi-trailers
29.31.Z Manufacture of electrical and electronic equipment for motor vehicles
29.32.Z Manufacture of other parts and accessories for motor vehicles, except motorcycles
30.20.Z Manufacture of railway locomotives and rolling stock
30.30.Z Manufacture of air and spacecraft and related machinery
30.40.Z Manufacture of military fighting vehicles
30.91.Z Manufacture of motorcycles
30.92.Z Manufacture of bicycles and invalid carriages
30.99.Z Manufacture of other transport equipment not elsewhere classified
32.50.Z Production of medical equipment, instruments and products, including dental
59.11.Z Activities related to the production of films, videos and television programs
59.12.Z Post-production activities related to films, videos and television programs
59.13.Z Activities related to the distribution of films, videos and television programs
59.14.Z Activities related to projection of films
59.20.Z Activities related to recording of sound and music
INNOTECH
Hi-Tech path - PKD code list (continued)
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60.10.Z Radio broadcasting
60.20.Z Television programming and broadcasting activities
61.10.Z Wired telecommunications activities
61.20.Z Activities in the field of wireless telecommunications, with the exception of satellite
telecommunications
61.30.Z Activities of satellite telecommunications
61.90.Z Other telecommunications activities
62.01.Z Activities in the field of programming
62.02.Z Activities in the field of IT consultancy
62.03.Z Activities related to the management of IT equipment
62.09.Z Other service activities in the field of information and computer technology
63.11.Z Data processing, management of websites (hosting) and related activities
63.12.Z Web portals activities
63.91.Z Information agency activities
63.99.Z Other service activities in the field of information not elsewhere classified
Contact Information
President: Donato DI GILIO
Dorota WAWRZYNIAK
Email:
[email protected]
Email:
[email protected]
Tel:
+48 22 586 33 00
Tel:
+48 22 586 33 31
Mobile:
+48 608 000 510
Mobile:
+48 608 000 512
Rafał KUBROWSKI
Email:
[email protected]
Tel:
+48 22 586 33 14
Mobile:
+48 608 000 527
Bartłomiej SAMSONOWICZ
Core Sp. z o.o
Email:
[email protected]
Tel:
+48 22 586 33 33
Mobile:
+48 608 000 516
Stefano BARBIERI
address
ul. Królewska 16, 00-103 Warsaw, PL
Email:
[email protected]
Tel:
+48 22 586 33 00
Tel:
+39 02 39 19 82 80
Fax:
+48 22 825 22 22
Mobile:
+39 334 64 00 903
http://www.investmentsgroup.net
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