"el instrumento pyme de h2020 en el contexto del eic 2018-2020", por berta rodríguez,...

Jornada Informativa El Instrumento PYME de H2020 en El Instrumento PYME de H2020 en

el contexto del EIC-2018-2020

Berta Rodríguez Campíns. Sevilla, 19 de diciembre de 2017

SHORT OVERVIEW OF SME INSTRUMENT

� It is part of EU’s Horizon 2020 Research and Innovation programme, targeting SME’s.

�Nearly €2.8 billion of SME funding available from 2014 to 2020.

�Groundbreaking innovative ideas for products, services or processes

El Instrumento PYME de H2020 en el contexto del EIC-2018-2020

�There are no predefined topics for the SME instrument call; only the most excellent and impactful ideas will receive support

�Focus on taking great ideas from the lab to the market. It is an accelerating program, more than a funding program.

Berta Rodríguez Campíns. Sevilla, 19 de diciembre de 2017

There has to

...and the customers shallbe willing to pay

Customers shall know about the product –

and it should be easyto deliver


MARKET is the driving rule of the program

Customers interest

Clear ambition to grow at There has to be a market

Solve a relevant problem &easy to use

for the customerand

easy to producefor the firm

Business model –technical solution possible and betterthan alternatives

...thereforecompetitor

knowledge is essential

Only competentmanagement can

deliver

What is in

the market?

What do I want

to do with my

product?

Clear ambition to grow at

EU/global level

Berta Rodríguez Campíns. Sevilla, 19 de

diciembre de 2017

H2020 SME instrument ”bridge”


”Death Valley” =

High RISK

H2020 SME instrument ”bridge”


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• Innovative idea – disruptive - demonstration stage (TRL 6)

Convincing commercialisation plan


Europe needs more radical, market-creating innovations to improve productivity

and international competitiveness and generate new jobs and boost the number of

high-growth companies :

• Convincing commercialisation plan

These innovations must meet user and customer needs and tackle societal,

technological and business challenges in a sustainable way


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What we expect and what we will seek for is:

�Growth market

�Growth of the company and people in the company�Growth of the company and people in the company

�Lasting in the time

�EU level. Global level, not just at own company level


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Overview of the Evaluation Process

Automated


SME Instrument I

Receipt of proposals

Individual Evaluation

Automatedconsensus

reportFinalisation

Eligibility check

Allocation of

proposals to

evaluators

Remote

evaluation

Individual

Evaluation

Reports

(explanatory

comments)

Automated Consensus

Report (arithmetic median/

No negotiation)

Standardised Evaluation

Summary Report

Final ranked list

Informing the applicants


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Overview of the Evaluation Process


6 panels/5

experts each

SME Instrument II

Receipt of proposals

Individual Evaluation

Automatedconsensus

report

F2F Ranked A or B

Eligibility check

Allocation of

proposals to

evaluators

Remote

evaluation

Individual

Evaluation

Reports

(explanatory

comments)

Automated Consensus

Report (arithmetic median/

Standardised Evaluation

Summary Report

Final ranked list

Informing the applicants

Se invitará a los F2F

meetings al doble de

coordinadores de los que

podría ser financiados en

una convocatoria


diciembre de 2017

PHASE 1 PHASE 2

Operational capacity

Impact Impact

Excellence Excellence


Excellence Excellence

Quality and efficiency of

implementation

Quality and efficiency of

implementation

Subcontracting

Scope of the proposal Scope of the proposal

Threshold: 13/15 Threshold: 13/15


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Financial capacity


Evaluation rules for the SME Instrument

Operational Capacity : experts will judge whether each individual participant

has, or will have in due time, sufficient operational

capacity to successfully carry out their tasks in the

Selection Criteria

capacity to successfully carry out their tasks in the

proposed work-plan.


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2. Impact Umbral 4 /5 50% WEIGHTING

a) substantial demand (including willingness to pay) for the innovation

b) potential to create new markets

c) Convincing description of targeted users or customers


d) Total market size envisaged : SME I vs SME II

e) Strengthening the competitiveness and growth of companies. Commitment of the

team

f) initial commercialisation plan /Realistic and relevant strategic plan for commercialisation

. g) Freedom to operate and IPRs. Regulatory and standards


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you need to demonstrate that your project will generate revenues and

create jobs.

Show at least 3 years of projection of sales

The 'commercial strategy' aspect is

particularly examined in Step 2 of the

evaluation of Phase 2 proposals


Provide concrete and realistic figures

Show at least 3 years of projection of sales

volume, turnover and number of jobs created

European or international dimension. If it’s

targeted only at a national market, it won’t be

supported by the SME Instrument


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Excellence : 4/5 25% WEIGHTING El Instrumento PYME de H2020 en el contexto del EIC-2018-2020

1. Objectives of the proposal are defined in a clear and pertinent way.

Oriented to a faster market uptake .

2. The business innovation concept has a potential to bring important

progress to or revolutionise an existing industrial sector, business

practice and/or societal challenge.

3. add substantial value to Europe

4. stage of development at TRL 6 and can move to market take-up

5 Value for money, problems solved, new applications, sustainability:

Better than current state

6 High-risk/high-potential innovation idea that has something that

nobody else has


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Realistic description of the current stage of development. don’t BE

TOO TECHNICAL

While it's important to describe the opportunities, you must

also demonstrate that you understand the risks. The

'feasibility' aspect is particularly examined in Step 2 of the

convince the evaluators that your product, process or service has

the potential to change the dynamic of the market and possibly to

address a societal challenge.


'feasibility' aspect is particularly examined in Step 2 of the

evaluation of Phase 2 proposals.

explain why it is viable and better than existing solutions


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Technological Readiness Level TRL

Is the project proposed containing activities above TRL 8?


TRL 8 corresponds to 'system complete and qualified' (not yet proven in operational

environment).

TRL >6


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3. Quality and efficiency of the implementation*/**

• Coherence and effectiveness of the work plan.

• Complementarity of the participants

• Appropriateness of the management structures and procedures.


25% WEIGHTING

•*Experts will also be asked to assess the operational capacity of applicants to carry out the proposed work.

•** Experts will also be asked to assess 'best value for money' of the subcontracts for Phase 2.


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Evaluators are interested in the team, the company,

their history: extract the best from them

Lower the risks for EU as investor

credibility of your team and of your work plan


convince the evaluators that you can make it

external partners role

Planning is important: realistic time frame


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The capacity of the company to achieve the envisaged market opportunity is

assessed based on the information provided:

� CV/ description of the profile of the applicant.


�Relevant achievements, projects and activities related to the project.

�Description of significant infrastructure or any major items of technical

equipment.


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• Regulated under Art 13 of the H2020 SME Instrument Phase 2 Model Grant Agreement (page 496);

• Subcontracting is NOT restricted to a limited part of the action;

• It is in the SME Instrument spirit that the applying SME has the capacity to carry

Subcontracting - Phase 2 only


• It is in the SME Instrument spirit that the applying SME has the capacity to carry out the activity;

• Compliance with best value-for-money is assessed

• If subcontracting is not clear, experts will reflect this in the assessment (score

below the threshold: <3)


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What we have learned

�Idea description: Filtering the idea. Innovation of the idea

�Project must fit in TRL 6


�Project must fit in TRL 6

�Balanced grant requested

�Targeted sectors

Target geographical markets


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Short Sentences

Give relevant information at the beguinning

Avoid passive voice when possible

don’t BE TOO TECHNICAL


Dont be afraid of making assumptions

Reference your data

Actions measurable and quantifyable

Aesthetic of document


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Phase 1 Phase 2

The assessment of the

technical feasibility and the

commercial potential of a

breakthrough innovation.

A breakthrough innovation

strategy underpinned by its

strategic feasibility assessment

and commercialization plan.

Close-to-market activities and

Funding object


their commercial exploitation.

Amount of funding Lump sum of 50.000€ - 70%

of eligible costs.

Cost reimbursement between

500.000€ and 2.5 million € -

70% of eligible costs.


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Duration Usually 6 months – could be

shorter or longer.

Between 1-2 years – could be

longer.

Outcome A feasibility report including a A new product, process, service


detailed business plan. that is new to the market and a

commercialization plan linked to

it.

Evaluation

thresholds

Impact = 4

Excellence = 4

Quality & efficiency of

implementation = 4

Total = 13

Impact = 4

Excellence = 4

Quality & efficiency of

implementation = 4

Total = 13


diciembre de 2017

La propuesta se evaluará TAL CUAL se

presenta: no en base a cómo sería si se

añadieran ciertos detalles o en base a lo

que quiere decir el solicitante , solo lo que

está escrito.


está escrito.


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MAKE THINGS EASY TO EVALUATORS¡¡¡¡


LEGIBLE CLARA y CONCISA


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CURSO DE FORMACIÓN HORIZONTE 2020. EL INSTRUMENTO PYME FASE 2


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Se invitará a los F2F meetings al doble de coordinadores de los que podría ser

financiados en una convocatoria.


diciembre de 2017



diciembre de 2017

JORNADA INFORMATIVA-HORIZONTE 2020, INSTRUMENTO PYMEEVALUACIÓN INSTRUMENTO PYME, FASES I Y II

European SMEs Champions League

GRACIAS POR SU ATENCIÓN


diciembre de 2017

"el instrumento pyme de h2020 en el contexto del eic 2018-2020", por berta rodríguez,...

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