1. Technology Programme Autumn 2005 Autumn 2005 Competition The Application and Assessment Process Peter Miles TUVNEL Ltd

2. Technology Programme Autumn 2005 Competition Rules  All applications must involve an industrial collaboration – there must be at least two partners, at least one of which must be an industrial/commercial organisation  Funding is available at up to:  75% for Basic Research (50% for B2B)  50% for Applied Research  25% for Experimental Development  Grants are paid quarterly in arrears against actual spending  All projects are monitored through quarterly reporting and the appointment of a Monitoring Officer

3. Technology Programme Autumn 2005 Applicant Guidance and Forms – Outline Stage Guidance documents  Guidance for Applicants, Collaborative R&D projects  Technical briefing paper for each of 8 priorities Forms  Registration of Intent Form (Online only)  Outline Application Form  Additional Partners Form  Academic Partners Finance Form (via Je-S) All guidance, forms (except academic finance), help and FAQs are available at www.dti.gov.uk/technologyprogramme

4. Technology Programme Autumn 2005 1. An industrially driven consortium with a clear commercial opportunity and objective within 5-7 years 2. An element of market failure which prevents autonomous progress 3. A technically innovative project which will overcome the market failure in 2-4 years 4. Achievable market exploitation and spill-over benefits The Ideal Project

5. Technology Programme Autumn 2005 Don’t:  Include partners that you don’t have agreement from  Force-fit partners just to make the consortium look good  Leave it too late to commence discussions with potential partners Some do’s & don’ts of forming your consortium Do:  Ensure that your consortium can meet the project objectives  Consider the supply chain (in both directions)  Include partners that will be committed all the way through the process  Contact the DTI Technology Manager if you are having difficulty

6. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun Timetable 8 weeks Full Open 4 weeks Assess 10 weeks Outline Open Offer Letter issue & start 8 weeks Assess 24 Nov Call Opens 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 31 Jan Reg. Intent to Apply closes 1 Jul

7. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 1 Jul 10 weeks Outline Open 24 Nov Call Opens 31 Jan Reg. Intent to Apply closes 1. Sign-up to the Technology Programme website 2. Download the guidance and competition details 3. Register Intent to apply and get your TP Number – by 31 Jan 4. Ensure academic partners are registered Je-S users 5. Download application forms What to do at the Outline Open Stage

8. Technology Programme Autumn 2005 To ‘sign-up’: From the DTI Technology Programme Home Page, Click on ‘Sign Up/Sign In’

9. Technology Programme Autumn 2005 ‘Signing – In’ will take you to the Programme ‘Private Area’ …

10. Technology Programme Autumn 2005 All interaction thru’ secure extranet

11. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 1 Jul 10 weeks Outline Open 24 Nov Call Opens 31 Jan Reg. Intent to Apply closes 1. Sign-up to the Technology Programme website 2. Download the guidance and competition details 3. Register Intent to apply and get your TP Number – by 31 Jan 4. Ensure academic partners are registered Je-S users 5. Download application forms What to do at the Outline Open Stage

12. Technology Programme Autumn 2005 Click on ‘Documents’ for Guidance for Applicants and Competition Documents

13. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 1 Jul 10 weeks Outline Open 24 Nov Call Opens 31 Jan Reg. Intent to Apply closes 1. Sign-up to the Technology Programme website 2. Download the guidance and competition details 3. Register Intent to apply and get your TP Number – by 31 Jan 4. Ensure academic partners are registered Je-S users 5. Download application forms What to do at the Outline Open Stage

14. Technology Programme Autumn 2005 To register your ‘Intent to Submit’: After signing into the ‘Private Area’, click on ‘Registration of Intention’ …

15. Technology Programme Autumn 2005 … you will then be asked to choose the Technology Priority (from the drop- down list) … and submit the Project Title

16. Technology Programme Autumn 2005 After submitting you will be given a Unique Reference Number (your Academic Partners will need to know this Number) … and an invite to download your Outline Application Form

17. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 1 Jul 10 weeks Outline Open 24 Nov Call Opens 31 Jan Reg. Intent to Apply closes 1. Sign-up to the Technology Programme website 2. Download the guidance and competition details 3. Register Intent to apply and get your TP Number – by 31 Jan 4. Ensure academic partners are registered Je-S users 5. Download application forms What to do at the Outline Open Stage

18. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 1 Jul 10 weeks Outline Open 24 Nov Call Opens 31 Jan Reg. Intent to Apply closes 1. Sign-up to the Technology Programme website 2. Download the guidance and competition details 3. Register Intent to apply and get your TP Number – by 31 Jan 4. Ensure academic partners are registered Je-S users 5. Download application forms What to do at the Outline Open Stage

19. Technology Programme Autumn 2005 … and press the ‘Download’ Button Click on ‘Download and Submit’ …

20. Technology Programme Autumn 2005

21. This is the unique filename for your Application Form. Do Not change it !!!

22. Technology Programme Autumn 2005 Your browser may then give you the option of Opening or Saving the file. Select Save !!!

23. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 24 Nov Call Opens 6 Mar Full Invitations 26 Jun End assessment 2 May Full closes 31 Jan Reg. Intent to Apply closes 1 Jul 10 weeks Outline Open 6 Feb Outline closes 6. Complete the Outline Application Form 7. Ensure all academic partners have completed and submitted their FEC Outline Proposal via Je-S (note deadline for this form is 4pm 6 Feb) 8. Submit the Application Form (and Additional Partner Form if necessary) via the Technology Programme website What to do before the Outline Stage Deadline

24. Technology Programme Autumn 2005 The Outline Application form is a Microsoft Word Form which should be completed off-line. The first two pages request summary info such as project title, technology priority, abstract and timescales

25. Technology Programme Autumn 2005  Project Organisation & Management  Potential Impact & Risk  Project overview & relevance to the Competition The next six pages request information against each of three criteria:

26. Technology Programme Autumn 2005 Financial summary information is then requested, including a breakdown of contribution and requested grant per partner

27. Technology Programme Autumn 2005 Finally, there is a form for each partner requesting organisational & contact details

28. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 24 Nov Call Opens 6 Mar Full Invitations 26 Jun End assessment 2 May Full closes 31 Jan Reg. Intent to Apply closes 1 Jul 10 weeks Outline Open 6 Feb Outline closes 6. Complete the Outline Application Form 7. Ensure all academic partners have completed and submitted their FEC Outline Proposal via Je-S (note deadline for this form is 4pm 6 Feb) 8. Submit the Application Form (and Additional Partner Form if necessary) via the Technology Programme website What to do before the Outline Stage Deadline

29. Technology Programme Autumn 2005 Accessing the appropriate Je-S form: On the Je-S website, log in as normal … uat.je-s.rcuk.ac.uk

30. Technology Programme Autumn 2005 In the ‘Add New Document’ page, Enter, from the drop-down menus: Council:DTI Document Type:FEC Outline Proposal Scheme:Technology Programme

31. Technology Programme Autumn 2005 Document Menu 1. Edit each page in turn 2. Validate 3. Ask your office to submit 4. Create a Document for printing

32. Technology Programme Autumn 2005

33. 1. Send these Nos. to the lead applicant. 2. Add to Financial Page (Page 10) of the Outline Application Form

34. Technology Programme Autumn 2005  Notify your research office early to avoid delays  Only Financial Information requested  Complete all fields  Ensure it is submitted by 4pm on the 6 th February Using the RCs’ Joint Electronic Submissions System (Je-S) http://www.je-s.rcuk.ac.uk

35. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open 4 weeks Assess Offer Letter issue & start 8 weeks Assess 24 Nov Call Opens 6 Mar Full Invitations 26 Jun End assessment 2 May Full closes 31 Jan Reg. Intent to Apply closes 1 Jul 10 weeks Outline Open 6 Feb Outline closes 6. Complete the Outline Application Form 7. Ensure all academic partners have completed and submitted their FEC Outline Proposal via Je-S (note deadline for this form is 4pm 6 Feb) 8. Submit the Application Form (and Additional Partner Form if necessary) via the Technology Programme website What to do before the Outline Stage Deadline

36. Technology Programme Autumn 2005 To submit your application, log back into the ‘Private Area’ and click on ‘Download & Submit’

37. Technology Programme Autumn 2005 If you are submitting more than 1 application click the appropriate submit button

38. Technology Programme Autumn 2005 Decide which form you want to submit …

39. Technology Programme Autumn 2005 Click on ‘Browse’ to point to where the completed file resides on your system. NB. It must be closed. Then click on ‘Begin Submit’

40. Technology Programme Autumn 2005 Once the file has been successfully submitted you will receive an online acknowledgement

41. Technology Programme Autumn 2005 Forms need to be uploaded by Midnight on the 6 th February 2006. Je-S academic Finance Forms need to be submitted by 4pm on the 6th February 2006. Notes: The server will be busy on the closing date and you may experience delays in uploading. It is advisable to upload your Application prior to the closing date, you can overwrite them. Applications arriving after the deadline will NOT be accepted.

42. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 8 weeks Full Open10 weeks Outline Open Offer Letter issue & start 8 weeks Assess 24 Nov Call Opens 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 31 Jan Reg. Intent to Apply closes 1 Jul 4 weeks Assess The Outline Assessment Process takes four weeks Outline assessment stage

43. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 4 weeks Assess 10 weeks Outline Open Offer Letter issue & start 8 weeks Assess 24 Nov Call Opens 6 Feb Outline closes 26 Jun End assessment 2 May Full closes 31 Jan Reg. Intent to Apply closes 1 Jul 8 weeks Full Open 6 Mar Full Invitations 1. Download the full stage application forms 2. Attend the compulsory applicant’s briefing meeting 3. Academic partners need to complete the FEC Full Proposal form via Je-S 4. Read the standard Offer Letter to ensure that the consortium is able to sign up to the terms What to do at the Full Open Stage

44. Technology Programme Autumn 2005 1 Apr1 Mar1 Feb1 Jan1 Dec1 May1 Jun 4 weeks Assess 10 weeks Outline Open Offer Letter issue & start 8 weeks Assess 24 Nov Call Opens 6 Mar Full Invitations 6 Feb Outline closes 26 Jun End assessment 31 Jan Reg. Intent to Apply closes 1 Jul 8 weeks Full Open 2 May Full closes 1. Complete the Full Application Form and annexes 2. All industrial partners complete a Finance Form 3. Ensure all academic partners have completed and submitted their FEC Full Proposal via Je-S (note deadline for this form is 4pm 2 May) 4. Submit the Application Form, Annexes, Industrial Partner Finance Forms and Additional Partner Form (if appropriate) via the Technology Programme website What to do before the Full Stage Deadline

45. Technology Programme Autumn 2005 Questions & Answers Contact  info@technologyprogramme.org.uk  Tel No 01355 272155