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Deliverable Number D3.3

Deliverable Title

Annotated proposal template SME

Instrument Phase 1 and Phase 2

Version 1

Work package Number WP3

Task 3.2

Task Leader MATIMOP

Type Report

Dissemination level Public

Due date of deliverable September 2017

Actual submission date December 2017

Start date of project September 2016

Project duration 30 Months

Name of lead contractor for

this deliverable ISERD

Author Matan Rahav

Version 1

ACCESS4SMES project (A4SMES) has received funding from the European Unions Horizon 2020 research and innovation programme

under Grant Agreement number 723120

Annotated proposal template SME

Instrument Phase 1 and Phase 2

Version 1 (D3.3)

MATIMOP, Israeli Industry Center for Research

& Development

12/2017

European Innovation Council (EIC)

SME Instrument

AnnotAtEd propoSAl tEMplAtE SME InStruMEnt PhaSE 1 and PhaSE 2

www.access4smes.euthis project has received funding from the European Unions Horizon 2020 research and innovation programme under Grant Agreement number 7231201

https://twitter.com/Access4Smeshttps://www.linkedin.com/company/access4smes/https://www.youtube.com/channel/UCQHpWHHfur0RtheLHudKc5A

EdItorMatan rahav, Israel Innovation Authority, IsraelH2020 National Contact Point for SMEs and Access to Risk Finance

AuthorSMatan rahav, Israel Innovation Authority, IsraelH2020 National Contact Point for SMEs and Access to Risk Financeantonio Carbone, APRE, ItalyH2020 National Contact Point for SMEs and Access to Risk FinanceAccess4SMEs Project Coordinatordaniel Strzebecher, DLR Project Management Agency, GermanyH2020 National Contact Point for SMEs and Access to Risk FinanceLuis Guerra Casanova, CDTI E.P.E, SpainH2020 National Representative and National Contact Point for SME and Access to risk FinanceEsther Casado Moya, CDTI E.P.E, SpainH2020 National Contact Point for SMEran arad, Israel Innovation Authority, IsraelH2020 National Programme Committee Delegate for SMEs and Access to Risk Finance

CopyrIGhtaccess4SMEs

First edition December 2017

this guide is available on-line:www.access4smes.eu/publications/

The material in this guide is freely and publicly available for reuse, given that the source is acknowledged.

DISCLAIMER. Publication Information.

This report was produced under the framework of Access4SMEs, the

official network for Horizon 2020 National Contact Points (NCPs) for Small

& Medium-sized Enterprises (SMEs) and Access to Risk Finance (ARF).

ACCESS4SMEs main objective is to provide support and specialised

services to the network of SMEs and ARF NCPs.

This project has received funding from the European Unions Horizon 2020 research and innovation programme under Grant Agreement number 7231202 www.access4smes.eu

http://www.access4smes.eu/publications/https://www.linkedin.com/company/access4smes/https://twitter.com/Access4Smeshttp://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdf

tAblE of ContEntS

Introduction and background. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Aim and content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

how to read this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

General tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

I. Cover page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

II. Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

III. Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1. Excellence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2. Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

3. Implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

4. Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

5. Ethics and Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

the European Innovation Council (EIC) will strengthen breakthrough innovators and boost the number of high-growth companies. this annotated template is yet another example of the importance of nCps contribution to the ambitious challenge that the European Commission has committed to.

Ignacio puentepolicy officer - Access to finance and SMEsAccess4SMEs project officer

European CommissiondG research & Innovationb3 - SMEs, financial Instruments and State Aids

This project has received funding from the European Unions Horizon 2020 research and innovation programme under Grant Agreement number 7231203 www.access4smes.eu

https://www.linkedin.com/company/access4smes/https://twitter.com/Access4Smeshttp://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdf

IntroduCtIon And bACkGroundThe Annotated proposal template SME Instrument Phase 1 and Phase 2 is a guide created in order to assist innovative companies in applying to the EIC SME Instrument 2018-2020 call of Horizon 2020. Its aim is to help companies better understand the requirements of the template and write better applications. The annotated template is provided for information only, and reflects solely the view of the authors.

This guide has been written as part of the Access4SMEs project, a Coordination and Support Action funded by the European Commission, with the goal of empowering the network of Horizon 2020 National Contact Points (NCPs) for Small- and Medium-sized Enterprises (SMEs) and Access to risk finance (ARF). More specifically, the project is focused on identifying and sharing best practices in applying to SME-dedicated instruments in Horizon 2020.

The authors of this guide are Horizon 2020 NCPs dealing daily with SME Instrument applications. Their recommendations appear in the document as Expert recommendations and also include feedback received from evaluators of SME Instrument proposals employed by the European Commission. Before starting to work on this document, and during the first four years of the SME Instrument Call (2014-2017), the NCPs interacted with, trained and provided advice to thousands of companies that wanted to introduce their innovative product or service to market by using SME Instrument funding.

This guide is largely based on the needs of these companies, extracted from those interactions. It also draws upon a workshop which took place in May 2017, where a number of evaluators presented their evaluation methodologies to a team of select NCPs. The evaluators actively participated in the workshop, providing a different angle on the quality of SME Instrument proposals, based on their experience in assessing proposals.

Another main goal of this annotated template is to help applicants focus on the business side of the application and not only on the technological part of it. A successful business idea needs to be presented in a convincing way to broad range of experts from a wide array of fields; while the scientific/technical soundness of an SME Instrument proposal can be central to its ultimate success, it is without doubt that the market strategy to be envisaged, the user needs to be met, and the business opportunity to be answered should be clear and comprehensible to all readers, and in particular to SME Instrument evaluators.

The document has been structured to guide companies on how to best present information answering the evaluation criteria of (1) Excellence, (2) Impact and (3) Implementation. It is meant to provide companies with a clear guidance on structuring the innovation and business aspects contained in their applications. The guide should be useful for anyone who wants to submit an EIC SME Instrument related proposal.

This project has received funding from the European Unions Horizon 2020 research and innovation programme under Grant Agreement number 7231204 www.access4smes.eu

http://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdfhttp://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdfhttp://www.access4smes.eu/https://www.linkedin.com/company/access4smes/https://twitter.com/Access4Smeshttp://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdf

AIM And ContEntThe SME Instrument call is directed at SMEs with a revolutionary business idea and an underlying technology, all based on a business plan for rolling out a marketable innovative solution and with an ambition to significantly scale up. In 2018-2020 under the European Innovation Council (EIC), this instrument focuses on market-creating innovations, breakthrough products, services, processes or business models, which open up new markets, with the potential for rapid growth at both European and global levels. With that spirit, the current proposal templates have been drafted by the European Co