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© EUREKA Secretariat 2015

Eurostars-2 INFO DAY

Ana Tomašek Strategy and Innovation Policy Officer

EUREKA Secretariat

Sofia, 26 May 2015


EUREKA is…

2

Intergovernmental

network

Leading

platform for

international

cooperation

Supporting

market-oriented

R&D projects

Facilitating

access to

finance


1985 2015

More than €37 billion invested

3

€37+

billion 5900+

projects

9500+ SMEs

2400+ Universities

2100+ Research

centres

4600+ Large

companies


More than 40 EUREKA countries

4

Full members Associated countries National information points International cooperation


EUREKA characteristics

5

Innovative

product,

process or

service

Market-

oriented

nature

Bottom-up

approach

International

cooperation


Public-private partnership

6

At least

2 EUREKA

countries

involved

SME

University Large

Company

Example of EUREKA project


Technology area

7

1985–2014

2008–2014

Electronics, IT

and Telecoms

Technology

29.4%

30.0%

Data for EUREKA Network projects and Eurostars

Industrial

Manufacturing,

Material and

Transport

21.4%

18.5%

Biological

Sciences /

Technologies

17.7%

21.4%

Technology for

Protecting Man

and the

Environment

6.4%

5.3%

Energy

Technology

6.3%

6.8%


Market area

8

1985–2014

2008–2014

Industrial

Products /

Manufacturing

20.2%

19.3%

Medical /

Health

Related

20.0%

22.1%

Transportation

9.8%

8.6%

Consumer

Related

9.5%

8.8%

Data for EUREKA Network projects and Eurostars


Participants in EUREKA projects

9

Industry is representing 75% of participants Data for EUREKA Network projects and Eurostars

1985–1994 1995–2004 2005–2014

16% Research Institutes

11% 13% Universities

13%

5% 1%

Others

42%

Large Companies

12%

24%

63%

SMEs


Over 40 countries

NETWORK

PROJECTS 4193 projects

UMBRELLAS CLUSTERS 784 projects

EUROSTARS 1012 projects

PRO-

FACTORY+

EUREKA

TOURISM

PLUS

E! SURF

EUROAGRI

CELTIC

PLUS

EURIPIDES

CATRENE

ITEA 3 EUROGIA

2020

ACQUEAU

METALLURGY

EUREKA instruments


Eurostars is…

11


Eurostars under Horizon 2020

12


Eurostars countries

13

Austria

Bulgaria

Belgium

Croatia

Cyprus

Czech Republic

Denmark

Estonia

Finland

France

Germany

Greece

Hungary

Iceland

Ireland

Israel

Italy

Latvia

Lithuania

Luxembourg

Malta

The Netherlands

Norway

Poland

Portugal

Romania

Slovak Republic

Slovenia

South Korea

Spain

Sweden

Switzerland

Turkey

United Kingdom

34 countries


SMEs in the driving seat

14

72% 12%

9% 6%

SME is

always

the project

leader

R&D-performing

SMEs and SMEs

University

Research

institute

Large

company



Eurostars SME profile

15

of the work done

by SMEs

of participants are

R&D performing

SMEs

of SMEs have

less than 50

employees

of SMEs

workforce is

dedicated to

R&D activities

50% 64%

83% 40%


Market oriented

16


Bottom-up

17


A typical Eurostars project

18

average project cost

€1.4 million

average duration

29 months

2–3 countries

3–4 participants

Data for

Cut-off 1–10


Eurostars in numbers

19

total costs of applications funded

€1.1 billion

number of participants

2600

number of approved projects

783

total costs of applications

€4.9 billion

number of applicants

11733

number of applications

3548

23% success

rate

Projects submitted Projects funded

47 countries involved

472M estimated

public funding

Cut-off 1–10


Impact

20


Impact

21


Real reasons to participate

22

Mutual sharing of human and

financial resources

Develop new products/services/

processes

Complement skills with the skills of other participants

Obtain public funds

Access new markets

Mutual sharing of existing know-how

Share the risk Develop strategic co-operation

with competitors

Other

10

20

30

40

50

60

70

80

90

You want to do something that is too big to do alone

You need access to someone else’s science/ technology

Requires collaboration across the value chain

You have a solution for someone else

Access skills you do not have

Access new markets

Share risks


Eurostars process

23 © EUREKA Secretariat 2015


Easy application

24


Straightforward, secure application

25


Application form

26


Content of the application

27

• Project Pitch: Overview of your project

• Business case: Why ? (how will it get to market,

competition, IPR,…)

• Project description: What is it about?

• Work packages: How, by whom, .. ?

• Participants: Who are you? How is structured

your consortium?

• Project annexes


Application: TO DO LIST

28

1. Check if your organization is eligible to receive funding

Speak to your NPC about all available options!

2. Complete all sections of the application form

3. Ensure that each organization has the correct status

4. Ensure that all contact details are correct

5. Upload annexes

6. Double-check content – proof reading is the cheapest way

of making your application better

7. Check your application form is complete

8. Check your application is eligible

9. Submit !!!


Application: links to additional info

29


Evaluation

30


Eligibility

31


Eligibility criteria

32

E1 - Consortium leader is an R&D-performing SME

* FTE = Full time equivalent

E2 – The project leader is from a Eurostars country

E3 – The project contains at least 2 legal entities, independent from each other

E4 – The consortium is a partnership hosted by at least 2 Eurostars countries



33

E5 - The budget (excluding subcontracting) of the R&D-performing SME(s) located in Eurostars countries is equal to at least 50.00% of the total project budget

E6 - No single entity is responsible for more than 75.00% of the project budget

E7 – The participant(s) from a given country may not be responsible for more than 75.00% of the total project budget

E8 – The project duration is 36.0 months or fewer

E9 – Market introduction is within 24.0 months of the project’s completion



34

E10 - The project meets the EUREKA criteria and must have a civilian purpose

E11 - Each of the participating organisations in the consortium is a legal entity in the host country

E12 – None of the participating organisations have convictions for fraudulent behaviour, other financial irregularities or illegal business practices

E13 – None of the participating organisations have been declared bankrupt or are in the process of being declared bankrupt


Eurostars eligibility guidelines

35


Evaluation criteria

36


1st step: Assessment by independent

experts

37


1st step: Assessment by independent

experts

38

• For each sub criteria experts must provide a score out of six

• The rounded average of the sub criteria scores is used as the score for the

main criteria

• Experts are said to be in agreement when their scores fall on the same side of

the mid-point of the scale

• If there is an outlying score (an expert scores the other side of the mid-point

compared to the other two) that score is disregarded and not used in calculating

the average value

• A threshold for progression to the panel evaluation where for at least two

major criteria, the average of the expert’s scores is 4.3* or greater, where

there is agreement for the criteria in question


1st step: Example 1

39

Project Expert Quality and

efficiency of the implementation

Impact Excellence

Result

TEST 2 A 6 6 5

B 4 4 4

C 3 1 2

Sum of scores 13 11 11

Count of scores >3 2 2 2 Score to be subtracted

Min Min Min

Score to be subtracted 3 1 2

Sum of scores - Subtracted score 10 10 9

# criteria above 4.3

RESULT

Amended Average:

5.00 5.00 4.50 3 2nd Evaluation

Step- IEP


1st step: Example 2

40

Project Expert Quality and

efficiency of the implementation

Impact Excellence

Result

TEST EX A 4 4 4

B 2 5 3

C 3 5 3

Sum of scores 9 14 10

Count of scores >3 1 3 1 Score to be subtracted

Max - Max

Score to be subtracted 4 - 4

Sum of scores - Subtracted score 5 14 6

# criteria above 4.3

RESULT

Amended Average:

2.50 4.66 3 1 Overseeing

Body


2nd step: Scoring and ranking by

independent panel

41

• Only projects rated above the quality thresholds are recommended for funding

• The funding of projects is following the ranking list until national budget exhaustion

• The funding of partners is based on the national funding rules


Decentralized funding

42


Timing

43

Time-to-contract is within 4 to 7 months


Monitoring progress

44


Some misconceptions

45

Reality Thoughts

Descriptions of research methods

matter more than business plans

Partners from the countries with

big budgets are best

It’s all about who you know

You are like the European

Commission – you must have the

same rules

Eurostars is for business.

Exploitation and impact are vital

Only the best projects are funded.

If you sacrifice quality for budget

availability you might still lose

Strict criteria ensure that

excellence is the only factor

Funding is defined by NATIONAL

rules and may differ across

countries – contact your NPC


Factors for Success

46

• Be available > Allow time for necessary preparation (partner search, project

proposal, consortium agreement…)

• Build up a « win-win » cooperation > Show complementarities and added value of trans-national

partnership during and after the project

• Set clear, measurable and verifiable objectives > Define success indicators for technological performance as

well as the commercial and financial targets to achieve


Factors for Success

47

• Be technologically ambitious while remaining realistic > Define a methodical approach in line with partnership, budget and

time limit set for the completion of the project and the marketing of

its results

• Point out the innovative nature of the proposal submitted > Present new industrial applications and their impact on the industry

sector and relevant markets

• Show partnership’s ability to meet its commitments > Demonstrate each party’s management, scientific and technical

skills as well as its available financial resources for the project


Factors for Success

48

• Demonstrate clearly why the projects should be financed > Highlight the risks and the strategic character of the project in terms

of expected commercial and financial impact on a European scale

• Put the application in the context of the ‘project’ > Focus on the project methodology (objectives, means, results)

• Fill in the project application carefully and ensure it is clear > Promote the key elements the evaluators are looking for and ask an

objective party to read it

• Don’t allow yourself to be surprised by anything > Do your homework

> Speak to your National Project Coordinator 5NPC°


Call planning

49

• Cut-off 4: 17 September 2015

• Cut-Off 3: 5 March 2015

266 applications – evaluation on-going

• Cut-Off 2: 11 September 2014

356 applications – 90 funded; 25% success rate

• Cut-Off 1: 13 March 2014

299 applications – 70 funded; 23% success rate

2 Cut-off dates per year up to 2020


Eurostars, SME, & Fast-Track…

50

Similar, complementary … but different

• Industrial innovation

• Bottom up (mostly)

• Target group

• TRL

• Consortium make-up

• Thematic fields

• Budget

• Funding rates

• Time to grant

• Success rates

One size does not fit all - giving applicants a choice



51

Eurostars-2

R&D SMEs

SME Instr. P2

Innovative SMEs

FTI

Innovative

Companies

Eurostars-2

To prototype

SME Instr. P2

Demonstrator

(6)

FTI

Demonstrator

(6)

Target Group Technology readiness level



52

Eurostars-2

R&D SMEs

SME Instr. P2

Innovative SMEs

FTI

Innovative

Companies

Eurostars-2

2 international

partners

SME Instr. P2

1 applicant

FTI

3-5 partners

Target Group Consortium make-up (min.)



53

Eurostars 2

Bottom up

SME Instr. P2

13 topics

FTI

Unclear

Eurostars 2

164 MEUR

SME Instr. P2

232 MEUR

FTI

100 MEUR

Thematic fields Annual budget



54

Eurostars 2

<7 months

SME Instr. P2

6 months

FTI

6 months

Eurostars 2

Approx. 50%

SME Instr. P2

70%

FTI

70%

Time to grant Funding rate



55

Eurostars 2

23% (~75%)

SME Instr. P2

10-12% (~42%)

FTI

5%

Success rate Eurostars

• Fast decision - 13-19 weeks

from application to result

• Bottom up in technology,

market and funding decision

• Great for start-ups

• Local contacts with specialist

knowledge

• Immediate and detailed

feedback on success and

failure


Ana Tomašek

[email protected]

+32 2 777 09 99

Good luck!

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