d4.2 open call package documents (first...

D4.2 Open Call Package Documents

(first round)

Public

Olga Skalska Fundingbox Accelerator Sp. z o. o. Aleje Jerozolimskie 136 Warsaw Poland [email protected] tel: +353 (0) 89 608 0547

Project acronym Project title Grant agreement No. L4MS Logistics for Manufacturing SMEs (L4MS) 767642 Deliverable No. Deliverable title Version 4.2 Open Call Package Documents 1 Type Dissemination level Due date R Public M11 Lead beneficiary WP No. FBOX 4 Main author Reviewed by Accepted by Olga Skalska Panos Bouklis Ali Muhammad Contributing author(s) Pages Krystyna Lisiecka-Stasiak, Anastasia Garbi 47 VTT archive code Lead beneficiary archive code VTT-R-05945-17

Abstract The deliverable is the Open Call Package Documents, necessary to execute L4MS Open Calls in WP4. The package includes 4 documents: Call Announcement (CA), Guide for Applicants (GfA), Frequently Asked Questions (FAQs) and Application forms (both online section and the proposal template). As the Guide for Evaluators (GfE) is a confidential document, hence it is not included in the package. The documents present the framework reference for Application Experiments collection, including detailed information for applying parties. All documents in the package (except the Guide for Evaluators) are public and will be published on the L4MS Open Call webpage.

Coordinator contact Ali Muhammad VTT Technical Research Centre of Finland Tekniikankatu 1, PL 1300, 33101 Tampere, Finland E-mail: [email protected] Tel: +358400560851 Notification The use of the name of any authors or organization in advertising or publication in part of this report is only permissible with written authorisation from the VTT Technical Research Centre of Finland.

Acknowledgement This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 767642

mailto:[email protected]

D4.2 Open Call Package Documents VTT-R-05945-17

[767642] L4MS -- Logistics for Manufacturing SMEs /47

History of changes



Table of Contents EXECUTIVE SUMMARY ...................................................................................................................................6

ANNEX 1. CALL ANNOUNCEMENT ................................................................................................................7

ANNEX 2. GUIDE FOR APPLICANTS ...........................................................................................................13

ANNEX 3. FREQUENTLY ASKED QUESTIONS ...........................................................................................30

ANNEX 4. APPLICATION FORM ...................................................................................................................38

ANNEX 5. PROPOSAL TEMPLATE ...............................................................................................................45



Executive summary

The deliverable provides necessary documents for the successful execution of L4MS Open Calls. The documents are included as Annexes in this file, following the order:

• Annex 1. Call Announcement (CA) – an overview on Open Calls’ structure, eligibility criteria, summary of the evaluation process and support to applicants. This is a reference document for the European Commission that can be used to disseminate the call on proper websites (i.e. Participant Portal of the European Commission, industry-specific publications, etc.)

• Annex 2. Guide for Applicants (GfA) – a step-by-step guide with detailed information on the application process. The Applicants are presented the call’s specific scope, eligibility criteria, expected projects’ types, preparation and submission guidelines as well as the communication flow and evaluation process.

• Annex 3. Frequently Asked Questions (FAQs) – a list of the most popular questions, available in a form of a

repository of knowledge, supporting the Applicants during the application process.

• Annex 4. Application Form (AF) – a document presenting all questions and disclaimers the Applicants need to complete online in order to submit their entries for L4MS Open Call for Application Experiments. The information is collected online.

• Annex 5. Proposal Template (PT) – a template document presenting all the elements to be described by the

Applicants. This template, once completed, is attached as PDF file to the online Application Form.

The Guide for Evaluators (GfE) is a confidential document, hence it is not included here. This is an information guide for external experts hired to assess the proposals for Application Experiments (AEs). The file includes detailed information on the scoring process, regulations and scheduling during the evaluation as well as the evaluators’ obligations and registration requirements.



Annex 1

Open Call Announcement

Logistics for Manufacturing SMEs 1st OPEN CALL

Closing date for proposals:

30 November 2018 at 13:00 (CET)

Version 31/07/2018

Welcome to the L4MS 1st Open Call text. We are grateful that you are interested in applying to the L4MS acceleration programme. The following information is intended to help you through the process of applying to the L4MS Open Call. If you have further questions please refer to the FAQ and Guide for applicants, available at www.L4MS.eu



1. Overview and Summary of the Open Call 1.1 Open call overview What is L4MS: The L4MS (Logistics for Manufacturing SMEs) will deliver an open integration platform called OPIL (Open Platform for Innovations in Logistics) together with a 3D simulator to completely virtualize the intra-factory logistics automation. The virtualization will reduce the installation cost and time of mobile robots by a factor of 10 enabling the rapid deployment of small and flexible automated logistics solutions in SMEs and Mid-Caps factories.

What is OPIL:

OPIL is a middleware (IoT platform) which provides ready connectivity with equipment for optimal material handling on factory floor. These include (but not limited to) mobile robots, AGVs, forklifts, workers and sensors as well as IT infrastructure of the factory such as, various warehouse management and ERP (Enterprise Resource Planning) systems. OPIL also provides a ready integration with a state of the art 3D factory simulator (with mobile robots, AGVs, forklifts, workers and sensors) allowing the complete development and testing of logistics solutions virtually, and present the solutions to factories before actual implementation. The 3D simulator supports the estimation of investment and guides the orchestration of the deployment tasks. The FIWARE based open architecture of OPIL allows the development of additional interfaces if needed for example for Industrial Robots, machines, etc.

OPIL also provides a ready suite of applications which can be deployed for rapid development of complete logistics solutions. These include components for path planning, mapping, navigation, HMI, etc. A messaging system at the heart of OPIL handles the components interactions and open architecture of OPIL further support the use of open-source libraries such as ROS for development of new components, for example perception, mobile manipulation, etc.

Open Call for the Experiments: L4MS is launching an Open Call for Application Experiments (AEs) to validate the cost effective and rapid deployment of mobile robots in manufacturing SMEs and Mid-Caps through virtualization (OPIL + 3D factory simulator). The experiments will demonstrate the value of the solution to really reduce the installation, deployment and configuration time and cost by a factor of 10. The AEs will be conducted by using OPIL integration platform and 3D simulator, for which free licenses and complete guidance will be offered by L4MS. The proposals should address the implementation of small logistics automation solutions tackling the barriers faced by manufacturing SMEs such as (but not limited to):

- End-to-end fully automated logistics solutions - Hybrid (human-robot collaboration) automated logistics solutions - Highly configurable automated logistics solutions - Multi-vendor logistics solutions

The AEs should be driven and demonstrated by real industrial cases of manufacturing SMEs and MidCaps. The use cases should be clearly detailed elaborating the current and expected processes and challenges which the automation will address. This will be based on exploiting the basic approach which has been developed in L4MS to detail for each step of the process including the material to be moved, the initial and ending point, the output of this step and communication with other software and hardware systems necessary to be developed.

Proposals shall outline an initial business plan which ensures the further investment for the commercial implementation of the logistics automation solutions in the manufacturing SMEs. Experiments are encouraged to be complemented by ESIF or other regional or national fund, which will multiply the results of the experiments across Europe.

Who can apply: Following entities and other members of the automation value-chain are invited to submit proposals as consortium.

- Manufacturing SMEs and Mid-Caps - Automation Solution Providers, Software Developers, System Integrators, - Mobile Robots, Sensors and Equipment Manufacturers - Competence Centres - Digital Innovation Hubs (DIHs)

Above entities can also submit their interest individually. Brokerage services – linking the individual Applicants (SMEs) with system integrators, mobile robots manufactures and manufacturing SMEs - will be provided for Applicants looking for partners (in order to form consortia eligible for applying).



Expected impact:

- Demonstrate with relevant KPIs the value of OPIL in reducing development and integration cost. - Increase in productivity and flexibility of SMEs, especially in case of short batch production. - Increase in the number of manufacturing SMEs using logistics automation. - Increase in the number of small system integrators capable of installing logistics automation solutions.

The top 10 winners of the Open Call will enter into L4MS acceleration program getting access to:

- Matchmaking services with Competence Centres, system integrators, mobile robot manufacturers, etc. - Funding up to €250,000 per consortium (up to €100,000 per party. Please note that Funding will not be

awarded to individual legal entities that have already received more than 100,000 Euro via open calls (FSTP) from H2020 I4MS and SAE projects)

- State-of-the-art equipment and test environment within your region - Technology expert for adopting latest logistics automation solutions - Business developers for innovative business and service models - Training to re-skill workers at your door step - Finance for scaling up the new business and service models

Figure 1. Overview of L4MS Acceleration Programme

The L4MS acceleration program will provide the financial support in 3 stages:

- Stage 1 (duration of 2 months): fixed amount of €3,000 EU Funds/experiment - Stage 2 (duration of 6 months): fixed amount of up to €48,000 EU Funds for a Manufacturing SME and up to

€98,000 EU Funds for the other type of parties in an experiment - Stage 3 (duration of 3 months): Support to get public and private investment for business acceleration,

replication and commercial implementation of the results.

1.2 Summary of the call and financial support provided Within the L4MS Open Call, 10 best business cases, with highest innovation potential, will be selected. A maximum of €250,000 will be given for the experiment (consortium) with a maximum limit of 100,000 Euro per party (in case of a party’s requirement for a contribution over €60,000, specific explanation for the budget must be provided). Funding will not be awarded to individual legal entities that have already received more than 100,000 Euro via open calls (FSTP) from H2020 I4MS and SAE projects.

Proposals shall be submitted as a consortium representing stakeholders of automation value-chain. Individual stakeholders can also submit interest. Brokerage services – linking individual Applicants (SMEs) with system integrators, mobile robots manufactures and manufacturing SMEs - will be provided for applicants looking for partners. Concerning the L4MS Open Call, this is the summary of its main facts and figures:

- Project’s full name: Logistics for Manufacturing SMEs - Project’s Acronym: L4MS - Call identifier: L4MS: Logistics for Manufacturing SMEs experiments - Call title: L4MS 1st OPEN CALL - Grant agreement number: 767642



- Publication date: 01/09/2018 - Deadline: 30/11/2018 at 13:00 (CET) - Expected duration of participation in acceleration programme: from November 2018 to August 2019 (if

beneficiaries success across different stages, see additional info below) - Indicative budget for the call: €1,512,000 - Maximum funding request per proposal: €250,000 for the most promising projects (if beneficiaries succeed

across different stages, see additional info below) - Submission language: English - Web address for full open call information: www.L4MS.eu - Web address for proposal submissions: www.L4MS.eu - E-mail: [email protected]

All applicants will have to abide to all the general requirements described in Sections from 2.1 to 2.9 of the Guide for Applicants available at www.L4MS.eu in order to be considered eligible for the Logistics for Manufacturing SMEs Open Call for experiments.

1.3 Type of beneficiaries The Experiments may be composed of a combination of the following type of applicants:

• Manufacturing SME1 or MidCap2

• Automation Solution Providers, Software Developers, System Integrators,

• Mobile Robots, Sensors and Equipment Manufacturers

• Competence Centres

• Digital Innovation Hubs (DIHs)

Proposals can be submitted by any of the aforementioned type of entities (in a form of consortium). Consortia applying to the call have to include at least one Manufacturing SME or MidCap per proposal. The individual Applicants will be offered a brokerage service (by L4MS), potentially matching them with a suitable partner.

The applicants involved in the experiment applications can NOT include any L4MS partners.

1.4 Eligible countries Only applicants established in any of the following countries (hereafter collectively identified as the ‘Eligible Countries’) will be eligible for the L4MS Acceleration Programme (more information of the eligible countries here3):

• The Member States of the European Union

• The Overseas Countries and Territories (OCT) linked to the Member States

• The Countries Associated to Horizon 2020: the latest information on which countries are associated, or in the process of association to Horizon 2020 can be found in the in the H2020 online manual.

• The countries mentioned in Section 2.2 of the Guide for Applicants, except exclusion rules that might be applicable by H2020 programme in the deadline date of the open call (see footnote) and provided that natural or legal persons, groups or non-State entities are not covered by the Council sanctions in force. Please see: the consolidated list of persons, groups and entities subject to EU financial sanctions, available at http://eeas.europa.eu/cfsp/sanctions/consol-list_en.htm

1.5 Type of activities Proposals shall validate the cost effective and rapid deployment of mobile robots in manufacturing SMEs and Mid-Caps through virtualization (OPIL + 3D factory simulator). The experiments shall demonstrate the value of the solution to really reduce the installation, deployment and configuration time and cost by a factor of 10. The AEs will be conducted by using OPIL integration platform and 3D simulator, for which free licenses and complete guidance will be offered by L4MS. The AEs should be driven and demonstrated by real industrial cases of manufacturing SMEs and MidCaps. The proposals

1 SME definition. A SME will be considered as such if it complies with the Commission Recommendation 2003/361/EC. As a summary, the criteria which define a SME are:

• Headcount in Annual Work Unit (AWU) less than 250; • Annual turnover less or equal to 50 million € OR annual balance sheet total less or equal to 43 million €.

2 There is no common EU definition of mid-cap companies. While SMEs are defined as having fewer than 250 employees, mid-caps are broadly said to have between 250 and 3000 employees. 3 Concerning the list of eligible countries, including Associated Countries, it will be considered the updated list in the Horizon 2020 portal in the cut-off date of the Open Call.

http://ec.europa.eu/research/participants/data/ref/h2020/other/wp/2016-2017/annexes/h2020-wp1617-annex-a-countries-rules_en.pdf

http://eeas.europa.eu/cfsp/sanctions/consol-list_en.htm



should address the implementation of small logistics automation solutions tackling the barriers faced by manufacturing SMEs such as (but not limited to):

- End-to-end fully automated logistics solutions - Hybrid (human-robot collaboration) automated logistics solutions - Highly configurable automated logistics solutions - Multi-vendor logistics solutions


1.6 English language English is the official language for L4MS Open Calls. Proposals must be in English in all its mandatory parts in order to be eligible. If video is submitted with the proposal, English should be used as spoken language, or at least the video must be properly subtitled in English. If the mandatory parts of the proposal are in any other language, the entire proposal will be rejected. If only non-mandatory parts of a proposal are submitted in a language different from English, those parts will not be evaluated but the proposal is still eligible.

English is also the only official language during the whole length of the acceleration process. This means that any requested deliverables will be admitted only if submitted in English.

1.7 Submission system Only proposals submitted through the Open Call submission tool at www.L4MS.eu, within the Call duration will be accepted. Proposals submitted by any other means, will not be evaluated.

Only the documentation included in the application form (and in the attachments) will be considered by the Evaluators. It is Applicant´s responsibility to include all the necessary information in the form.

Data provided should be actual, true and complete and should allow assessment of the proposal.

1.8 Absence of conflict of interest Applicants shall not have any potential conflict of interest with the L4MS selection process and during the acceleration program. All cases of potential conflict of interest will be assessed case by case.

1.9 Other requirements Each applicant confirms:

• It is not under liquidation or is not an enterprise under difficulty accordingly to the Commission Regulation No 651/2014, art. 2.18,

• Its Project is based on the original works and going forward any foreseen developments are free from third party rights, or they are clearly stated,

• It is not excluded from the possibility of obtaining EU funding under the provisions of both national and EU law, or by a decision of both national or EU authority,

• All statements embodied in the Declaration of honour and also the Information and Consent Sheets, included as annexes, considering the ethical issues that might arise concerning the gathering of personal data, during the application process.

2. Summary of the evaluation process The L4MS selection process has been designed to be fair, easy and interesting for you. After the proposal submission, (on receipt of each proposal), the system will send an Acknowledgment of receipt to the proposer (please note: late submissions won’t be accepted). The selection process will be as follows:

Phase 1. General Eligibility Check All applications have to comply with all the ELIGIBILITY CRITERIA. They also need to be submitted through the online form at www.L4MS.eu. Proposals submitted by any other means, will not be considered for evaluation. The applications have to be submitted before the deadline: must be submitted by the closing time and date of the contest round. The time recorded during the submission process through www.L4MS.eu, will be the taken as the official time of submission. Late proposals will not be evaluated.



Phase 2. External Evaluation All applications having successfully passed phase 1 will be assessed and scored by two INDEPENDENT EXPERTS (from the Experts Panel created by the L4MS consortium for each vertical/challenge), on the following criteria:

o Excellence o Impact o Implementation

Additionally, transversal criteria, i.e. ‘Environment and low carbon economy contribution’, ‘Equal Opportunities’ and ‘Social Impact’ will be also considered by evaluators when scoring the proposals. Phase 3. Consensus Meetings The ‘Selection Committee’, composed by the ‘Expert Group [EG]’ and at least 3 External Evaluators, will decide by consensus, and based on the raking gotten as result of the External Evaluation the ‘List of finalists’. The exact number of proposals approved will be decided based on the overall quality of the proposals. Phase 4. Champions Bootcamp (Jury Day) The selection of the Experiments will be done during a Jury Day (organized in the framework of the ‘Champions Boot Camp’). The ‘Jury’ will interview the applicants in person. The Criteria that the Jury will take into account to select the projects are based on the capacity of the AEs in making a real impact on the market.

The criteria will be:

• Increase in productivity • Significant reduction of the initial cost • Increase in Return on Investment (ROI) • Increase in the number of manufacturing SMEs using logistics automation • Increase in the number of small system integrators capable of installing logistics automation solutions

Phase 5. ScaleUp Bootcamp

The selection of the Application Experiments passing to the next stage will be done during a BootCamp. The Jury will be composed of potential investors and ‘EG’ members. The investors with the help of ‘EG’ members, will select the projects that will receive further support in the scope of getting additional private funds, based on the scalability potential of the experiments developed.

For more information about the evaluation process, please consult the ‘L4MS Guide for Applicants’.

3. Support to applicants For more information about the L4MS Open Call, please check:

• The FAQ section included at www.L4MS.eu

• The ‘L4MS Guide For Applicants’ available at the Open Call website: www.L4MS.eu

For further information on the Call, in case of any doubts regarding the eligibility rules or the information that is to be provided in the Application Form, or if you encountered technical issues or problems with the Application Form, please contact the Technical Helpdesk email: [email protected]

When contacting the Technical Helpdesk, please include the following information in your email message:

• Your username, telephone number and your email address

• Details of the specific problem (error messages you encountered, bugs descriptions, i.e. if a dropdown list isn’t working, etc.)

• Screenshots of the problem.



Annex 2

Guide for Applicants (GfA)



1. Overview and summary of the Open Call 1.1 Open Call overview The L4MS (Logistics for Manufacturing SMEs) will deliver an open integration platform called OPIL (Open Platform for Innovations in Logistics) together with a 3D simulator to completely virtualize the intra-factory logistics automation.

The virtualization will reduce the installation cost and time of automating logistics by a factor of 10, enabling the rapid deployment of small and flexible automated logistics solutions in SMEs and MidCaps factories.

1.1.1 What is OPIL OPIL is an open industrial IoT platform, which enables the rapid and cost-effective deployment of customized and flexible logistics solutions. OPIL enables new actors in the business value chain, since the complete digitization of logistics facilitates new business models (PaaS, SaaS) allowing logistics automation and optimization at a fraction of the prices of the currently available solutions.

Figure 1. Overview of the OPIL platform, developed in the L4MS project

OPIL provides ready connectivity with equipment for optimal material handling on factory floor. These include (but not limited to) mobile robots, AGVs, forklifts, workers and sensors as well as IT infrastructure of the factory such as, various warehouse management and ERP (Enterprise Resource Planning) systems. OPIL also provides a ready integration with a state of the art 3D factory simulator (with mobile robots, AGVs, forklifts, workers and sensors) allowing the complete development and testing of logistics solutions virtually, and presentation of the solutions to factories before the real-world implementation. The 3D simulator supports the estimation of investment costs and guides the orchestration of the deployment tasks. The FIWARE-based open architecture of OPIL allows the development of additional interfaces if needed for example for Industrial Robots, machines, etc.

OPIL also provides a ready suite of applications which can be deployed for rapid development of complete logistics solutions. These include components for path planning, mapping, navigation, HMI, etc. A messaging system at the heart of OPIL handles the components interactions and open architecture of OPIL further support the use of opensource libraries such as ROS for development of new components, for example perception, mobile manipulation, etc.

More information on OPIL capabilities is included in the OPIL description published on www.L4MS.eu.

1.1.2 The L4MS Open Calls L4MS is launching an Open Call for Application Experiments (AEs) to validate the cost effective and rapid deployment of mobile robots in manufacturing SMEs and MidCaps through virtualization. The experiments will help to confirm if the platform really contributes to reduction of the installation, deployment and configuration by a factor of 10. The AEs will be conducted by using OPIL integration platform and 3D simulator, for which free licenses and complete guidance will be offered by L4MS. The proposals should address the implementation of small solutions required by manufacturing SMEs such as:

• End-to-end (last mile problem) fully automated logistics solutions • Hybrid (human-robot collaboration) automated logistics solutions • Highly configurable (multi-vendor) automated logistics solutions




Who can apply: Following entities and other members of the automation value-chain are invited to submit proposals as individuals or as consortium. Matchmaking service will be provided for applicants looking for partners.

• Manufacturing SMEs and MidCaps • Automation Solution Providers, Software Developers, System Integrators, • Mobile Robots, Sensors and Equipment Manufacturers • Competence Centres • Digital Innovation Hubs (DIHs)

Expected impact: • Increase in productivity and flexibility of SMEs, especially in case of short batch production. • Increase in the number of manufacturing SMEs using logistics automation. • Increase in the number of small system integrators capable of installing logistics automation solutions.

The top 10 winners of the Open Call will enter into L4MS acceleration program getting access to: • Matchmaking with system integrators, mobile robots manufactures and manufacturing SMEs • Funding up to €250,000 per consortium (up to €100,000 per party. Please note that Funding will not be

awarded to individual legal entities that have already received more than 100,000 Euro via open calls (FSTP) from H2020 I4MS and SAE projects)

• State-of-the-art equipment and test environment within your region • Technology expert for adopting latest logistics automation solutions • Business developers for innovative business and service models • Training to re-skill workers at your door step • Finance for scaling up the new business and service models


1.2 Summary of the Call and financial support provided Within the first L4MS Open Call, 10 best business cases, with highest innovation potential, will be selected.

A maximum of €250,000 will be given for the experiment with a maximum limit of 100,000 euros per party (in case of a party’s requirement for a contribution over €60,000, specific explanation for the budget must be provided).


• Stage 1 (duration of 2 months): fixed amount of €3,000 EU Funds/experiment • Stage 2 (duration of 6 months): fixed amount of up to €48,000 EU Funds for a Manufacturing SME and up to

€98,000 EU Funds for the other type of parties in an experiment • Stage 3 (duration of 3 months): Support to get public and private investment for business acceleration,




Figure 3. Overview of the L4MS funding available to Beneficiaries

Once the project ideas (application proposals) are received and their eligibility checked, each proposal will be evaluated by 2 external experts, concluding to the list of the proposals that are candidates for selection. In the ‘Consensus Meeting’, the ‘Expert Group4’ together with ‘External experts5’, will decide the final beneficiaries. The selected proposals at the end of this stage will be invited to sign the ‘Sub Grant Agreements’ with the L4MS project, becoming Third Parties of the project6. The beneficiaries will then enter the ‘Smartization Programme’, which consists of a funnel process composed of 3 main stages (Figure 1. Overview of the OPIL platform, developed in the L4MS project and Figure 2. Overview of L4MS Acceleration Programme).

All Applicants (up to 10 Beneficiaries) of the selected proposals will be invited to sign sub-grant agreements with the L4MS project, allowing them to receive the initial funding (EUR 3.000) for the Application Experiment definition phase (“Stage 1” of the program, as in Figure 3. Overview of the L4MS funding available to Beneficiaries). At the end of “Stage 1”, up to 6 will be selected based on their performance, business potential and overall engagement in the program7. The remaining 6 Beneficiaries will continue on “Stage 2”, in which they will be offered mentoring, technical and business support.

At the end of “Stage 2”, up to 3 best Beneficiaries will be offered the “Stage 3” support, including the potential private capital investments.

Concerning the 1st L4MS Open Call, this is the summary of its main facts and figures:

• Project’s full name: Logistics for Manufacturing SMEs • Project’s Acronym: L4MS • Call identifier: L4MS: Logistics for Manufacturing SMEs experiments • Call title: L4MS 1st OPEN CALL • Grant agreement number: 767642 • Publication date: 01/09/2018 • Deadline: 30/11/2018 at 13:00 (CET) • Expected duration of participation in acceleration programme: from November 2018 to August 2019 (if

beneficiaries success across different stages, see additional info below) • Indicative budget for the call: €1.512.000 • Maximum funding request per proposal: €250,000 for the most promising projects (if beneficiaries succeed

across different stages, see additional info below) • Submission language: English

4 Expert Group members are appointed by L4MS project and coming from the L4MS consortium partners. 5 External experts are independent evaluators, assigned by L4MS project to score the applications. These are experts in Logistics and manufacturing industry, with – potential – previous experience in evaluation processes. 6 This document presents the selection process in the open call only. Selection stages at the end of Application Experiment Definition and Application Experiment Execution are not part of this guide. 7 Criteria for “Stage 2” selection include: increase in productivity, significant reduction of the initial cost, increase in Return On Investment (ROI), increase in the number of Manufacturing SMEs using logistics automation, increase in number of small system integrators capable of installing logistics automation solutions.



• Web address for full open call information: www.L4MS.eu • Web address for proposal submissions: www.L4MS.eu • E-mail: [email protected]

2. Eligibility criteria All Applicants will have to abide to all general requirements described in Sections from 2.1 to 2.8 of this Guide for Applicants available at www.L4MS.eu in order to be considered eligible for the Logistics for Manufacturing SMEs Open Call for experiments.

2.1 Type of beneficiaries The Experiments may be composed of a combination of the following types of applicants:

• Manufacturing SME8 or MidCaps9 • System Integrator which usually is an ICT or Manufacturing equipment SME or a MidCap • Technology supplier or AGV Manufacturer which usually is also an SME or a MidCap • Research Organisation which usually is a CC/RTO/University/DIH etc.

Proposals can be submitted by any of the aforementioned type of entities (in the form of a consortium). Consortia applying to the call have to include at least one Manufacturing SME or MidCap and one more entity from the remaining types per proposal. Projects are encouraged to support cross-border cooperation, involving independent entities from different EU Member States or associated countries.

The Call will also accept individual applications. In this case, the L4MS project team - through its brokerage services – will be supporting the Applicant in finding the right partner(s), in order to form a consortium and submit an Application Experiment proposal.

The applicants involved in the experiment applications can NOT include any L4MS partners (directly or indirectly).

2.2 Eligible countries Only applicants established in any of the following countries (hereafter collectively identified as the ‘Eligible Countries’) will be eligible for the L4MS Acceleration Programme (more information of the eligible countries here10):

• The Member States of the European Union • The Overseas Countries and Territories (OCT) linked to the Member States • The Countries Associated to Horizon 2020: the latest information on which countries are associated, or in

the process of association to Horizon 2020 can be found in the in the H2020 online manual. • The countries mentioned in Section 2.2 of the Guide for Applicants, except exclusion rules that might be

applicable by H2020 programme in the deadline date of the open call (see footnote) and provided that natural or legal persons, groups or non-State entities are not covered by the Council sanctions in force. Please see: the consolidated list of persons, groups and entities subject to EU financial sanctions, available at http://eeas.europa.eu/cfsp/sanctions/consol-list_en.htm

2.3 Type of activities L4MS is looking for proposals addressing the topics linked to the human-robot, highly configurable or fully automomous logitistic systems.

Proposals shall validate the cost effective and rapid deployment of mobile robots in manufacturing SMEs and MidCaps through virtualization (OPIL + 3D factory simulator). The experiments shall demonstrate the value of the solution to really reduce the installation, deployment and configuration time and cost by a factor of 10. The AEs will be conducted by using OPIL integration platform and 3D simulator, for which free licenses and complete guidance will be offered by L4MS. The AEs should be driven and demonstrated by real industrial cases of manufacturing SMEs

8 SME definition: A SME will be considered as such if it complies with the Commission Recommendation 2003/361/EC. As a summary, the criteria which define a SME are: • Headcount in Annual Work Unit (AWU) less than 250; • Annual turnover less or equal to 50 million € OR annual balance sheet total less or equal to 43 million €. 9 There is no common EU definition of MidCap companies. In the context of this Open Call, MidCaps are considered those that have between 250 and 3000 employees. 10 Concerning the list of eligible countries, including Associated Countries, it will be considered the updated list in the Horizon 2020 portal in the cut-off date of the Open Call.





and MidCaps. The proposals should address the implementation of small logistics automation solutions tackling the barriers faced by manufacturing SMEs such as (but not limited to):

• End-to-end fully automated logistics solutions • Hybrid (human-robot collaboration) automated logistics solutions • Highly configurable automated logistics solutions • Multi-vendor logistics solutions


Use cases with exemplary scenarios, as well as OPIL technology description can be found on www.L4MS.eu

2.4 Types of projects The most ambitious projects, showing the highest potential as global businesses, will be selected.

The L4MS Consortium is looking for high-growth projects with an already existing market footprint (additional components and, if any, OPIL extensions having TRL 7, 8 or 9) and the ability to generate economic and societal value. Projects should be driven by a real industrial use case corresponding to real and recognised challenges in terms of the adoption of logistics automation, which so far hinder the relevant investments. These should be clearly described and quantified. Projects will have to show their potential to build new industrial value link-chains, as well as any partnership or commitment with a corporate or equivalent strategic partner. Addressing the afore-mentioned challenges should be clearly represented in the use case and demonstrated at the experiment.

The proposals are also encouraged to include information on the potential to multiply their impact at regional and European level (i.e. through the commitment of the National or Regional Authority in the Applicants’ countries to complement them with ESIF or other regional or national funds.

Transversal criteria such as ‘Environment and low carbon economy contribution’ (e.g. reduction of greenhouse emissions), ‘Equal Opportunities’ (e.g. gender balance) and ‘Social Impact’ (e.g. job creation) will be taken into account in the final decision. Transversal elements are recommended, but not mandatory. The more closely the projects match these criteria, the more likely they will be considered for funding.

2.5 English language English is the official language for L4MS Open Calls. Proposals must be in English in all its mandatory parts in order to be eligible. If video is submitted with the proposal, English should be used as spoken language, or at least the video must be properly subtitled in English. If the mandatory parts of the proposal are in any other language, the entire proposal will be rejected. If only non-mandatory parts of a proposal are submitted in a language different from English, those parts will not be evaluated but the proposal is still eligible.


2.6 Submission system Only proposals submitted through the Open Call submission tool at www.L4MS.eu, within the Call duration will be accepted. Proposals submitted by any other means, will not be evaluated.

Only the documentation included in the application form (and in the attachments to the form) will be considered by the Evaluators. It is Applicant´s responsibility to include all the necessary information in the form.

Data provided should be actual, true and complete and should allow the assessment of the proposal.

2.7 Absence of conflict of interest Applicants shall not have any potential conflict of interest with the L4MS selection process and during the acceleration program. All cases of potential conflict of interest will be assessed case by case.

2.8 Multiple submissions Multiple submissions are not allowed. Only one proposal per applicant can be submitted to L4MS in this open call. Applicants will be asked to confirm that ’they are not submitting any other proposal to this same Open Call’ in the



Honour Declaration to be accepted before submitting the Application Form. If more than one proposal per Beneficiary is identified by the L4MS project team, only the first proposal which has been submitted for the call, will be evaluated.

2.9 Other requirements Each applicant confirms:

• It is not under liquidation or is not an enterprise under difficulty accordingly to the Commission Regulation No 651/2014, art. 2.18,

• Its Project is based on the original works and going forward any foreseen developments are free from third party rights, or they are clearly stated,

• It is not excluded from the possibility of obtaining EU funding under the provisions of both national and EU law, or by a decision of both national or EU authority,

• All statements embodied in the Declaration of honour and also the Information and Consent Sheets, included as annexes, considering the ethical issues that might arise concerning the gathering of personal data, during the application process.

2.10 Grants already received Funding will not be awarded to individual legal entities that have already received more than 100,000 Euro via open calls (FSTP) from H2020 I4MS and SAE projects. Each Applicant will be asked to provide information confirming the previous funding.

3. Scored criteria The criteria to be scored by the External Evaluators are as follows:

3.1 Excellence Within this criterion, the evaluators will be scoring:

• Clear, sound and relevant objectives: The Objectives of the experiment should be clearly defined and relevant to the L4MS objective and OPIL capabilities. The objectives should be driven by a real industrial use case.

• Ambition. The applicants have to demonstrate to what extent is the proposed Experiment beyond the State Of the Art and describe the innovative approach behind it (e.g. ground-breaking objectives, novel concepts and approaches, new products, services or business and organisational models). The ambition in terms of the expected improvement of the current industrial logistics challenges should be clearly demonstrated in the use case industrial partner. This should be detailed in the relevant description of the use case of the industrial production line of the manufacturing partner and the KPIs to measure this improvement.

• Innovation and quality of the technical approach: applicants should provide information about the level of innovation within their market and about the degree of differentiation that this experiment will bring. This should be described in a detailed technical approach which is clearly describing the OPIL components to be used and the extensions that the experiment will contribute to them. The existing TRL of the involved components should be also provided.

3.2 Impact Within this criterion, the evaluators will be scoring:

• Market opportunity: The applicants have to demonstrate a clear idea of what they want to do and whether the new/improved product has market potential, e.g. because it solves a problem for a specific target customer group. The expected business impact of the proposed experiment for the partners involved should be clearly described and quantified, primarily for the industrial partner whose challenges are the focus of the experiment (take up, business indicators improvement, other benefits), as well as the potential business benefits and competitive advantages of the other partners.

• Competition: The applicants have to provide information about the degree of competition for their particular product/service and the business potential of the idea (market disruption potential) i.e. the products/services to be brought to market can be clearly differentiated from the competition. The potential market addressed and the links to reach this market by the consortium should be defined.

• Commercial Strategy and Scalability: The applicants have to demonstrate the level of scalability of the new/improved product, not only by addressing the solutions to specific problems but also by presenting a



wider solution that is able to be commercialised and solve a structural problem in a specific sector/process/etc.

• Complementarity with other Funds. Experiments that bring a commitment of their National or Regional Authority to complement them with ESIF or other regional or national fund, are encouraged as evidence of the potential to multiply the project impact at regional and European Level.

The evaluators will be scoring the level of contribution towards the strengthening of the European industrial capacity for production in Europe, increasing the digital leadership in Europe for tech and non tech sectors.

3.3 Implementation Within this criterion, the evaluators will be scoring:

• Workplan: the workplan of the experiment should be clearly described and fully aligned with the objectives (stated above), including task descriptions, deliverables and milestones. The time plan should be realistic and achievable.

• Risks should be clearly identified and the mitigation strategy should be credible. • Team: The project team must demonstrate their management and leadership qualities, their ability to take a

concept from ideas to market, their capacity to carry through their ideas and understand the dynamics of the market they are trying to tap into. The team should be balanced, cross-functional and fully dedicated to the project and with a strong background and skill base. Cross-border teams are encouraged to apply. The role of each partner in the experiment should be clearly defined.

• Resources. Demonstrate the quality and effectiveness of the resources assigned in order to get the objectives/deliverables proposed. One important aspect is that applicants detail the support expected by the L4MS consortium in technical advice and/or infrastructure to be provided by the L4MS CCs.

Transversal criteria such as ‘Environment and low carbon economy contribution’, ‘Equal Opportunities’ and ‘Social Impact’ will be also considered by evaluators when scoring the proposals.

4. Preparation and submission of the proposals Proposals have to be submitted through the L4MS Marketplace website: www.L4MS.eu. Applications submitted by any other means will not be considered for funding.

The proposals – submitted through the online platform – will include the following sections:

1. Legal and contact information (provided online) 2. Proposal attached in a PDF format with the following parts:

a. EXCELLENCE (3 pages maximum) b. IMPACT (2 pages maximum) c. IMPLEMENTATION (4 pages maximum) The proposal template – including detailed information about the scope of each part - can be found on

www.L4MS.eu. 3. Feedback on Dissemination Strategy Monitoring (optional): multiple choice questions requested by the

Consortium related to where and how the Applicants have learnt about the L4MS project and its Open Calls. 4. Declaration of honour – confirmation of the exclusion criteria and absence of conflict of interest to be

accepted by the Applicants. 5. Informed consent form – the acknowledgement of the participation in the Open Call, included in ANNEX 1

of this Guide, and information on the clauses that must be accepted by applicants in the on-line application form.

6. Processing of personal data – legal requirements related to the processing of the personal data of the Applicants (in accordance with the General Data Protection Regulation, EU 2016/679)

Additional material which hasn’t been included and specifically requested in the online application form will not be considered for the evaluation of the proposals. Data not included in the proposal will not be taken into account. The L4MS consortium makes it best effort to keep all provided data confidential, however, for the avoidance of doubt, the Applicant is solely responsible to indicate its confidential information as such.

Applicants are strongly recommended not to wait until the last minute to submit the proposal. Failure of the proposal to arrive in time for any reason, including extenuating circumstances, will result in rejection of the proposal. Applicants are solely responsible for verification of the completeness of the form. Data not included in the form will not be taken into account during assessment regardless of the reason for not being included.

http://www.l4ms.eu/



5. Summary of the evaluation process The L4MS selection process has been designed to be fair, easy and interesting for the Applicant. After the proposal submission, (on receipt of each proposal), the system will send an Acknowledgment of receipt to the proposer.

The selection process will be as follows:

Phase 1. General Eligibility Check All applications have to comply with all the ELIGIBILITY CRITERIA, as detailed in Section 2. Eligibility criteria. They also need to be submitted through the online form at www.L4MS.eu. Proposals submitted by any other means, will not be considered for evaluation.

The applications have to be submitted before the closing time and date of the contest round, November 30, 2018, 13 CET Brussels time. The time recorded during the submission process through www.L4MS.eu, will be the taken as the official time of submission.

Phase 2. External Evaluation All applications having successfully passed phase 1 will be assessed and scored by two External Evaluators (selected by the L4MS consortium), on the following criteria, as detailed in Section 3. Scored criteria:

• Excellence • Impact • Implementation

Additionally, Transversal criteria such as ‘Environment and low carbon economy contribution’, ‘Equal Opportunities’ and ‘Social Impact’ will be also considered by evaluators when scoring the proposals.

Phase 3. Consensus Meetings The ‘Selection Committee’, composed by the ‘Expert Group [EG]’ and, at least, 3 External Evaluators, will decide by consensus, and based on the raking gotten as the result of the External Evaluation, the ‘Provisional list of finalists’, who will be invited in the Sub Agreement Setup Process, described below.

Up to 10 Application Experiments will be funded, based on the overall quality of the proposals. After signing the sub agreement contracts with the L4MS project, the Application Experiments will enter the L4MS ‘Smartization program’ “Stage 1”, and will be eligible for continuing on “Stage 2” and “Stage 3”, as detailed in Section 1. Overview and summary of the Open Call.

5.1 Sub Grant Agreement Setup Process To sign a Sub Grant Agreement with the L4MS project, applicants will be checked against the fulfilment of the legal requirements of the L4MS consortium. The Beneficiaries included in the ‘Provisional List of Finalists’ will have to provide all documentation required to prove their compliance with the Eligibility Criteria described in Section 2.

More specifically, the following documentation will have to be provided:

1. Status information of the beneficiaries:

• Legal Entity form: signed and stamped. • SMEs check list: signed and stamped. Following a simplified version of the EC SMEs check list. In the event

they declare being non-autonomous: the balance sheet and profit and loss account (with annexes) for the last period for upstream and downstream organizations.

• Financial information. It includes the headcount (AWU), balance, profit & loss accounts of the latest closed financial year and the relation, upstream and downstream, of any linked or partner company.

• Legal existence. Company Register, Official Journal or similar, showing the name of the organisation, the legal address and registration number and, if applicable, a copy of a document proving VAT registration (in case the VAT number does not show on the registration extract or its equivalent).

• In cases where either the number of employees or the ownership is not clearly identified: any other supporting documents which demonstrate headcount and ownership such as payroll details, annual reports, national regional, association records, etc.

2. Confirmation of the following aspects included in the Honour declaration accepted by proposed beneficiaries before submitting the Application Form:

• Beneficiaries are not submitting any other proposal to this Open Call (internal check), as provided for in Section 2.8



• Beneficiaries will not take part in another L4MS Acceleration Program while participating in the L4MS Smartization Programme.

3. Bank account information: The account where the funds will be transferred to shall be indicated via a Financial Identification form signed by the Beneficiary and its bank. The account holder will have to be the SME. Bank account should be denominated in EURO.

All abovementioned documents should be provided in English.

The documentation will have to be provided within deadlines communicated when enlisted in the “Provisional List of beneficiaries” (whether immediately or after the waiting list). In case the requested information is not provided in time without clear and reasonable justification, this will directly end the ‘Sub-grant Agreement’ setup process and projects inside the ‘Reserve List’ will substitute the failing applicants inside the “Provisional List of beneficiaries” in order of ranking. Time for establishment of the company in eligible country cannot be extended under any circumstances. Once all these formalities are covered the Consortium (represented by its coordinator VTT) will sign the ‘L4MS Sub-grant Agreement’ with the final beneficiaries. The applicants who undersign the SGA will be declared beneficiaries of the 1st L4MS Open Call.

6. Applicants Communication Flow 6.1 General communication procedure The applicants will receive the communications after each step of the evaluation process indicating if they passed the phase or not. A communication will be sent to applicants eliminated, including the reasons for the exclusion.

6.2 Complaints procedure If, at any stage of the evaluation process, an Applicant considers that a mistake has been made or that the Evaluators have acted unfairly or have failed to comply with the rules of L4MS Open Call, and that her/his interests have been prejudiced as a result, the following appeal procedures are available.

A complaint should be drawn up in English and submitted by email to: [email protected]

Any complaint made should include:

• Contact details (including postal and e-mail address). • The subject of the complaint. • Information and evidence regarding the alleged breach.

Anonymous complaints will not be accepted.

Complaints should also be made within three (calendar) days since the evaluation results are presented to the Applicants.

As a general rule, the L4MS Team will investigate the complaints with a view to arriving at a decision to issue a formal notice or to close the case within no more than seven days from the date of reception of the complaint, provided that all required information has been submitted by the complainant. Where this time limit is exceeded, the L4MS Team will inform the complainant by email.

7. Obligations of Beneficiaries Each selected Beneficiary will sign the ’L4MS Sub-Grant Agreement’ with the L4MS consortium. The funds awarded under the Sub-Grant Agreement are provided directly from the funds of the European Project L4MS, and are therefore funds owned by the European Commission: Management of the L4MS funds has been transferred to the project partners in L4MS via the European Commission Grant Agreement Number 767642.

The ’L4MS Sub-Grant Agreement’ will include the set of obligations that the Beneficiaries have towards the European Commission. It is the task of the Beneficiaries to satisfy these obligations and of the L4MS consortium partners to inform the Beneficiaries about them.

8. Intellectual Property Rights (IPR) 8.1 Originality of the sub-granted projects The applicants should base their proposals on original work and foreseen developments should be either free from third-party rights or, if third-party rights exist, they should be clearly stated and managed.



The L4MS consortium is not obliged to verify the authenticity of the ownership of the future products and services, and any issues arising from third-party claims regarding ownership of the Application Experiment results are the sole responsibility of the sub-granted parties.

8.2 IPR ownership of the sub-granted projects The ownership of all IP created by the Beneficiaries in the context of the Application Experiments, will remain with the beneficiaries, who will be the unique owners of the technologies created within the framework of their sub-granted projects. Beneficiaries will have to identify IP results that are created during the Application Experiment and plan how IPR will be managed.

8.3 Communication obligations The beneficiaries must promote the Application Experiment and its results, by providing targeted information to multiple audiences (including the media and the public) in a strategic and effective manner.

Any communication or publication of the Beneficiaries shall clearly indicate that the project has received funding from the European Union and the L4MS Project within the H2020 programme, displaying the EU and L4MS logos on all printed and digital material, including websites and press releases.

The L4MS project may use, for its communication and publishing activities, information and media related to the Application Experiment, provided that confidentiality obligations are maintained and legitimate interests of the beneficiaries are not compromised.

9. Support to the Applicants For more information about the L4MS Open Call, please check:

• The FAQ section included at www.L4MS.eu • Webinars (details about the date and timings will be provided at www.L4MS.eu) • Brokerage support – individual entities seeking potential partners to build consortia for the proposal

submission will be offered support in connecting with suitable potential cooperants. The services will be provided by L4MS consortium.

• Support material presenting OPIL platform and use case examples for illustration of the potential project scenarios

• The ‘L4MS Guide For Applicants’ available at the Open Call website: www.L4MS.eu and https://l4ms-open-call.fundingbox.com/

For further information on the Call, in case of any doubts regarding the eligibility rules or the information that is to be provided in the Application Form, or if you encountered technical issues or problems with the Application Form, please contact the Technical Helpdesk email: [email protected]


• Your username, telephone number and your email address • Details of the specific problem (error messages you encountered, bugs descriptions, i.e. if a dropdown list

isn’t working, etc.) • Screenshots of the problem.

10. Schedule The Table 1 below presents the approximate dates during which each of the evaluation phases will end and the number of Applicants will go through to the next phase.

Description Time Approximate Date

General Eligibility Check 23/12/2018

External Evaluation 28/01/2019

Consensus Meetings 29/01/2019

Table 1. L4MS 1st Open Call schedule

http://www.l4ms.eu/

http://www.l4ms.eu/



The schedule is based on estimations according to the expected number of proposals received and the actual timing of the consecutive phases may vary.

11. Applicable law Any matters not covered by this Guide for Applicants will be governed by Belgian law, in particular the provisions of the Polish Civil Code and the law of the European Union.



Annex 1. Informed consent form

The statements below will be included prior to the online application form.

By ticking the boxes below, I confirm that I have read and understood the information package and in particular have noted that:

1. I have read and understood the information about the project, as provided in the Information Sheet. 2. I have been given the opportunity to ask questions about the project and my participation via

[email protected] 3. I voluntarily agree to participate in the L4MS project. 4. I understand I can withdraw at any time without giving reasons and that I will not be penalised for withdrawing

nor will I be questioned on why I have withdrawn. 5. The procedures regarding confidentiality have been clearly explained (e.g. use of names, anonymisation of

data, etc.) to me. 6. The use of the data in research, publications, sharing and archiving has been explained to me. 7. I understand that other researchers will have access to this data only if they agree to preserve the

confidentiality of the data and if they agree to the terms I have specified in this form.

Participant:

________________________ ________________ ________________

Name of Participant I agree Date




Annex 2. Processing of Personal Data

DATA ADMINISTRATOR

The administrator of personal data is VTT Technical Research Centre of Finland Ltd (Vuorimiehentie 3, Espoo, P.O.B. 1000, 02044 VTT, Finland), , contact [email protected].

Processor of the data is FundingBox Accelerator Sp. z o.o. (Al. Jerozolimskie 136, 02-305 Warsaw, Poland), contact [email protected] .

SUBJECT

Administrator processes personal data of the Applicant – IP address, contact details, representatives, data of the team members, other data voluntarily provided by Applicant during completing Application Form.

PROCESSING OBJECTIVES, LEGAL BASIS AND RETENTION

The purpose of processing Legal basis for processing Period

To run an open call and collect data necessary to evaluate applications submitted in the L4MS 2nd open call

The legal basis for processing is indispensability to implement the legally justified interest of the Administrator, consisting in the implementation of the contract and the selection of projects for co-financing (Article 6 paragraph 1 point f) GDPR in this respect, the Administrator provides personal data to project partners and evaluators (the legal basis for passing personal data is art. 6 par. 1 point a) - user's consent (consent to share data is granted by the User through its confirmation action at the moment of signing up for a specific project via the button ("Apply now")

6 years after completing the L4MS

Project

For the implementation of contracts for co-financing concluded by Administrator with the EC

In this respect, the Administrator might provide personal data to project partners and EC. The legal basis for processing is art. 6 par. 1 point a) - user's consent (consent to share data is granted by the User through its confirmation action at the moment of signing up for a specific project via the button ("Apply now")


Project

In order to possibly establish and enforce claims or defend against them

The legal basis of the processing is the legitimate interest of the Administrator (Article 6 (1) (f) of the GDPR) consisting in the protection of its rights


Project

For analytical and statistical, as well as reporting purposes

The legal basis for processing is the Administrator's legitimate interest (Article 6 (1) (b) of the GDPR)


Project

DATA RECEIVERS

The administrator will transfer personal data only to trusted recipients such as Project Partners (a complete list of the project partners can be sent, upon request, when addressing : [email protected]), evaluators, IT service providers, accountants, law firms, postal and courier companies.

YOUR RIGHTS

Due to the fact that FundingBox process your personal data, you have the right to:

1. request access to your personal data, 2. demand the rectification of their personal data, 3. request to remove or limit the processing of your personal data, 4. object to the processing of your data, 5. fill a complaint to the authority (the President of the Office for Personal Data Protection).

Providing data is voluntary, although it is necessary to participate in the L4MS 1st Open Call. Without providing your data, it is not possible to contact you and evaluate the application.

https://maps.google.com/?q=Vuorimiehentie+3,+Espoo&entry=gmail&source=g





Annex 3. Information sheet

INFORMATION SHEET

Project title: L4MS

Project coordinator: Ali Muhammad, VTT ([email protected])

About the project

The ambition of L4MS (Logistics for Manufacturing SMEs) is to reduce the installation cost and time of mobile robots by a factor of 10. It will enable inexpensive deployment of small and flexible logistics solutions requiring no infrastructure change, no production downtime and no in-house expertise. The investment in logistics automation will become extremely attractive for European manufacturing SMEs and MidCaps. The use of mobile robots will not only automate the logistics (50% of the production cost) but will also provide unprecedented flexibility on the factory floor for batch production.

The L4MS will deliver an open industrial IoT platform called OPIL (Open Platform for Innovations in Logistics) together with a 3D simulator to completely virtualize the intra-factory logistics automation and drastically accelerate the innovation process in this area.

L4MS will launch 2 Open Calls to select 20 Experiments. Those experiments will be used as “proof of concept” to test the L4MS marketplace. The experiments will help to confirm if the platform really contributes to reduce the installation, deployment and configuration time to less than 4 weeks in total, in sector of industrial robotics. In order to demonstrate and test it -as well as the task distribution and usability of the L4MS platform- the project aims to setup 3 type of experiments:

• Hybrid (human-robot) and interactive logistics systems • Highly configurable (multi-vendor) logistics systems • Fully autonomous logistics systems

The top 20 winners of 2 Open Calls will get access to:

• Matchmaking with system integrators and mobile robots manufactures • Funding up to €100,000 per party • State-of-the-art test environment within your region • Business developers for innovative business and service models • Technology expert for adopting latest logistics automation solutions • Training to re-skill workers at your door step • Finance for scaling up the new business and service models


Who is responsible for the data collected in the project?

FundingBox is the responsible for the data collected in the project, namely through the information provided by applicant SMEs through the L4MS community and/or the Application Form data requested for their participation in the project Open Calls to provide financial support to third parties at: www.l4ms.eu

You can contact the Project Coordinator for any further queries you may have.



The LM4S will follow the EU directives and regulation which have a significant impact on Data Protection:

• The Charter of Fundamental Rights of the European Union; • The European Convention on Human Rights and its Supplementary Protocols; • Directive (EU) 2016/680 of the European Parliament and of the Council of 27 April 2016 on the protection of

natural persons with regard to the processing of personal data by competent authorities for the purposes of the prevention, investigation, detection or prosecution of criminal offences or the execution of criminal penalties, and on the free movement of such data, and repealing Council Framework Decision 2008/977/JHA.

• General Data Protection Regulation (GDPR), that is applicable as of May 25th 2018, and which introduce multiple changes with respect to the former legislation (i.e. Directive 95/46/EC) regarding to ‘protection of the fundamental rights and freedoms of natural persons and in particular, their right to the protection of personal data’, and Directive 2002/58/EC on privacy and electronic communications

Personal data to be collected and consequently protected through the Community and Open Calls

The data that will be collected, and consequently protected in the L4MS sign-up process and/or open calls, according to aforementioned directives and regulations, as described below may content (non-exhaustive list):

• E-mail • Country; • Organization name; • Project name; • Address; • Number of team members; • Funds requested; • Verticals Targeted; • Solution type; • Name of the coordinator and names of the team members; • Project’s Abstract; • Brief description of the concept; • Company - years of experience.

Methods of data collection, storage and sharing

L4MS will collect data of European SMEs, MidCaps and other beneficiaries (i.e. system integrators, technology suppliers, research organizations), through an online form available at www.L4MS.eu. The information gathered will serve to evaluate and fund the most promising projects (Application Experiments, AEs) in the area of solutions supporting logistics in the manufacturing sector. Therefore, it is necessary to collect, store and process the online forms that will be submitted by the Applicants.

The data will be exploited for three main purposes:

• evaluation of proposals; • impact assessment of the open calls and/or the project; • statistics; • AEs execution phase;

The personal data listed above, will be stored and secured in the FBOX online platform in order to guarantee the access only to those partners authorised via authentication. External Evaluators (experts in the logistics in manufacturing sector), will be responsible of evaluating the proposal and thus will be granted access to a limited number of projects. Under no circumstances personal data will be released during the implementation of the project.

The anonymised datasets will be exploited through the creation of maps and charts that will be updated at the end of the selection process of each Open Call. The maps and charts generated will be publicly shown as part of the dissemination activities of the project. The full data set of anonymised data will be also available for third parties that would request access to the info for research purposes.

Anonymised datasets will be kept 4 years after the end of the project for research purposes. Any extension of this period or change in the purpose of the use of data will require your previous authorisation. After this period data will be erased definitively from the project repositories.

http://www.l4ms.eu/



What are your rights as a participant?

Taking part in the L4MS project as the Open Call Applicant is voluntary. You may choose not to take part or subsequently cease participation at any time.

Do not hesitate to contact the project team in case you are interested in knowing more about the project and learn about the published results.

Will you receive any payment or monetary benefits for your data collection?

You will receive no payment for the fact of providing the personal data collected by the project, as described above.

Therefore, you should not expect any royalties or payments in concept of “data collected” from the project in the future.

The only expected benefit might refer, not to the collection of data itself, but to the fact of providing those data with the aim of participating in the open calls and receiving financial support according to the conditions established by the open call(s) requirements, and which will be published in www.L4MS.eu

On the other side, the data will not be used by any member of the project team for commercial purposes.

For more information

If you have any further questions or concerns about this application process, please contact:

Ola Skalska, FundingBox

E-mail: [email protected]

What if I have concerns about this project?

If you are worried about any of the information requested, or if you are concerned about how it is being collected, you can contact the Project Coordinator of the L4MS project, Ali Muhammad at: [email protected]

Project funded by the Horizon 2020 Framework Programme of the European Union,

Grant agreement Nº: No. 767642

http://www.l4ms.eu/



Annex 3

Frequently Asked Questions (FAQs)



1. General questions related to L4MS project 1.1 What is L4MS? The L4MS (Logistics for Manufacturing SMEs) is a project funded by the European Commission (Horizon 2020, grant agreement no 767642). The project will deliver an open integration platform called OPIL (Open Platform for Innovations in Logistics) together with a 3D simulator to completely virtualize the intra-factory logistics automation. The virtualization will reduce the installation cost and time of mobile robots by a factor of 10 enabling the rapid deployment of small and flexible automated logistics solutions in SMEs and Mid-Caps factories. The installation will not require any infrastructure change, production downtime or in-house expertise, making the investment in logistics automation extremely attractive for manufacturing SMEs and Mid-Caps. Automation of logistics will not only boost the productivity of manufacturing SMEs and Mid-Caps (reducing the production cost by 50%) but will also provide unprecedented flexibility on the factory floor for batch production.

1.2 What are Open Calls in L4MS? L4MS is launching an Open Calls for Application Experiments (AEs) to validate the cost effective and rapid deployment of mobile robots in manufacturing SMEs and Mid-Caps through virtualization. The experiments will help to confirm if the platform really contributes to reduction of the installation, deployment and configuration by a factor of 10. The AEs will be conducted by using OPIL integration platform and 3D simulator, for which free licenses and complete guidance will be offered by L4MS. The proposals should address the implementation of small solutions required by manufacturing SMEs such as:

• End-to-end (last mile problem) fully automated logistics solutions • Hybrid (human-robot collaboration) automated logistics solutions • Highly configurable (multi-vendor) automated logistics solutions


1.3 Who can apply to the Open Calls? The following entities and other members of the automation value-chain are invited to submit proposals as individuals or as consortium. Matchmaking service will be provided for applicants looking for partners.

• Manufacturing SMEs and Mid-Caps • Automation Solution Providers, Software Developers, System Integrators, • Mobile Robots, Sensors and Equipment Manufacturers • Competence Centres • Digital Innovation Hubs (DIHs)

Expected impact:

• Increase in productivity and flexibility of SMEs, especially in case of short batch production. • Increase in the number of manufacturing SMEs using logistics automation. • Increase in the number of small system integrators capable of installing logistics automation solutions.

1.4 Why should I consider applying for the Open Calls in L4MS? L4MS offers its Beneficiaries multiple services and opportunities:

The top 10 winners of the Open Call will enter into L4MS acceleration program getting access to:

• Matchmaking with system integrators, mobile robots manufactures and manufacturing SMEs • Funding up to €250,000 per consortium (up to €100,000 per party) • State-of-the-art equipment and test environment within your region • Technology expert for adopting latest logistics automation solutions • Business developers for innovative business and service models • Training to re-skill workers at your door step • Finance for scaling up the new business and service models








2. Questions prior to the application process in L4MS Open Call 2.1 What are the eligible countries for the Open Calls in L4MS? Only SMEs legally established in any of the following countries (hereafter collectively identified as the ‘Eligible Countries’) will be eligible for the L4MS Acceleration Programme, more information of the eligible countries here11:

• The Member States of the European Union: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden and United Kingdom.

• The Overseas Countries and Territories (OCT) linked to the Member States: o Anguilla, Aruba, Bermuda, Bonaire, British Virgin Islands, Cayman Islands, Curaçao, Falkland Islands, French Polynesia, Greenland, Montserrat, New Caledonia, Pitcairn Islands, Saba, Saint Barthélémy, Saint Helena, Saint Pierre and Miquelon, Sint Eustatius, Sint Maarten, Turks and Caicos Islands, Wallis and Futuna.

• The Countries Associated to Horizon 2020: the latest information on which countries are associated, or in the process of association to Horizon 2020 can be found in the in the online manual.

• The following countries, except exclusion rules that might be applicable by H2020 programme in the deadline date of the open call (see footnote) and provided that natural or legal persons, groups or non-State entities are not covered by the Council sanctions in force. Please see: the consolidated list of persons, groups and entities subject to EU financial sanctions, available at http://eeas.europa.eu/cfsp/sanctions/consol-list_en.htm:

Afghanistan, Albania, Algeria, American Samoa, Angola, Argentina, Armenia, Azerbaijan, Bangladesh, Belarus, Belize, Benin, Bhutan, Bolivia, Bosnia and Herzegovina, Botswana, Burkina Faso, Burundi, Cambodia, Cameroon, Cape Verde, Central African Republic, Chad, Chile, Colombia, Comoros, Congo (Democratic People’s Republic), Congo (Republic), Costa Rica, Côte d’Ivoire, Cuba, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Eritrea, Ethiopia, Fiji, Gabon, Gambia, Georgia, Ghana, Grenada, Guatemala, Guinea, Guinea-Buissau, Guyana, Haiti, Honduras, Indonesia, Iran, Iraq, Jamaica, Jordan, Kazakhstan, Kenya, Kiribati, Korea (Democratic Republic), Kosovo*, Kyrgyz Republic, Lao, Lebanon, Lesotho, Liberia, Libya, former Yugoslav Republic of Macedonia, Madagascar, Malawi, Malaysia, Maldives, Mali, Marshall Islands, Mauritania, Mauritius, Micronesia, Moldova, Mongolia, Montenegro, Morocco, Mozambique, Myanmar, Namibia, Nepal, Nicaragua, Niger, Nigeria, Pakistan, Palau, Palestine**, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Rwanda, Samoa, Sao Tome and Principe, Senegal, Serbia, Seychelles, Sierra Leone, Solomon Islands, Somalia, South Africa, South Sudan, Sri Lanka,

11 Concerning the list of eligible countries, including Associated Countries, it will be considered the updated list in the Horizon 2020 portal in the cut-off date of the Open Call.


http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/internationalcooperation_en.htm





St. Kitts and Nevis, St. Lucia, St. Vincent and the Grenadines, Sudan, Suriname, Swaziland, Syrian Arab Republic, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Tunisia, Turkey, Turkmenistan, Tuvalu, Uganda, Ukraine, Uzbekistan, Vanuatu, Uruguay, Venezuela, Vietnam, , Yemen, Zambia, Zimbabwe.

(* This designation is without prejudice to positions on status and is in line with UNSCR 1244/99 and the ICJ Opinion on the Kosovo declaration of independence). (** This designation shall not be construed as recognition of a State of Palestine and is without prejudice to the individual positions of the Member States on this issue).

Moreover, to be eligible, your proposals have to fully comply with the eligibility criteria indicated in the ‘Guide for Applicants’, which are:

• Projects have to be in a TRL 7 “System prototype demonstration in operational environment”, TRL 8 “system complete and qualified” or TRL9 “Actual system proven in operational environment” development phase.

• Projects will have to show their potential to build new industrial value link-chains, as well as any partnership or commitment with a corporate or equivalent strategic partner.

• Projects has to be submitted in English. • Only one proposal per entity can be submitted. Entities having submitted more than one proposal will be

excluded from the evaluation process. • Applicant shall not have any conflict of interest.

2.2 In the application submitted individually or by a consortium? • In L4MS both options are eligible. In the case of an individual application, L4MS consortium will be offering

brokerage services in order to match the Applicants with its best potential partner(s). • In the case of consortium-based applications, at least one of the entities has to be an SME.

2.3 What type of activities and projects is L4MS looking for? The proposals should address the barriers faced by the manufacturing SMEs in automatization of the logistics processes and material flow in the factories and develop suitable solutions, including i.e. (human-robot) and interactive logistics systems, highly configurable (multi-vendor) logistics systems, fully autonomous logistics systems.

The proposals should be addressing the topics related to:

• Hybrid (human-robot) and interactive logistics systems: The intra-logistics systems today are either manual or automated at least with respect to task. The AGVs does not know about the manual performed tasks and can only do their pre-defined tasks. This makes the investment of an AGV system highly risky for SMEs strongly relying on manual workers.

• By including easy to use graphical interfaces and connected task assignments and monitoring over the OPIL, it becomes possible for manual and automated vehicles to share task information and perform tasks in a collaborative manner. The perception and dynamic planning services of the OPIL also makes it possible for the AGVs (with safety certified sensors) to operate in a workspace shared with human workers and manual transports.

• The evaluation will not only cover the system functionality but also the usability and productivity compared to a completely manual system.

• Highly configurable (multi-vendor) logistics systems: The automated intra logistic systems on the market today consist of a fleet of AGVs from one vendor specifically configured for one well defined and very structured operation environment. This leads to a vendor lock, costly reconfigurations and limited scalability. This experiment will focus on developing interfaces for plug & play integration of multi-vendor AGVs into OPIL for creating highly heterogeneous fleets of AGVs. An automatic registration process will make the new AGVs a part of the OPIL ready to perform assigned tasks. Through the plug and play capability, it should be possible to increase the overall logistics capacity by adding AGVs to an already operating fleet. Involvement of system integrators in this topic is highly valuable.

• Fully autonomous logistics systems: The unloading and loading operations of the logistics chain are mostly performed manually (last mile problem). Due to continuous requirement of manual work, these operations can make the partial logistics automation economically infeasible. The loading/unloading tasks are very complex non-rigid and nonstatic operations. Their automation demands special context-awareness abilities and capability to interact with a changing environment. Although generic solutions require significant research and advancements in many technologies, specific solutions for a wide range of production tasks can be developed. This experiment requires the implementation of innovative material handling and perception tools to fully automate the logistics chain including the loading and unloading operations.

L4MS partners will aim to select the most ambitious projects showing the highest potential as global businesses.



The L4MS Consortium is looking for high growth projects with an already existing market footprint (TRL 7, 8 or 9) and the ability to generate economic and societal value. Projects will have to show their potential to build new industrial value link-chains, as well as any partnership or commitment with a corporate or equivalent strategic partner.

Transversal criteria such as ‘Environment and low carbon economy contribution’ (e.g. reduction of greenhouse emissions), ‘Equal Opportunities’ (e.g. gender balance) and ‘Social Impact’ (e.g. job creation) will be taken into account in the final decision.

Transversal elements are recommended, but not mandatory. The more closely the projects match these criteria, the more likely they will be considered for funding.

2.4 What is OPIL? Open Platform for Innovations in Logistics (OPIL) is an open industrial IoT platform that – together with a 3D simulator (provided by Visual Components®) – will enable complete virtualization of the intra-factory logistics automation and will accelerate the innovation processes in SMEs.

The digitalization will allow cost effective deployment of exceptionally small and flexible logistics solutions requiring no infrastructure change, no production downtime and no in-house expertise, while making investment in logistics automation extremely attractive for manufacturing SMEs. Using OPIL and 3D Simulations, the AEs will conceive highly autonomous, configurable and hybrid (human-robot) logistics solutions driven by the business needs of the manufacturing SMEs.

The availability of OPIL will enable new actors in the business value chain. More system integrators, platform service providers and Independent Software Vendors (ISVs) will become the stakeholders in the logistics automation. The existing infrastructure can be utilized at a fraction of current prices and procured as a PaaS (Platform as a Service) and SaaS (Software as a Service) as per need. The system integrators with the availability of open interfaces will be able to provide highly customized solutions to the regional manufacturing SMEs.

Figure 2. OPIL structure



2.5 Does the application has to be in English? Yes, English is the official language for L4MS Open Calls. Proposals must be in English in all its mandatory parts in order to be eligible. For videos, English should be used as spoken language, or at least the video must be properly subtitled in English. If the mandatory parts of the proposal are in any other language, the entire proposal will be rejected. If only non-mandatory parts of a proposal are submitted in a language different from English, those parts will not be evaluated but the proposal is still eligible.


2.6 Where do I submit the application? Applications shall be submitted through the Open Call submission tool at www.l4ms.eu. Proposals submitted by any other means, will not be evaluated. To be eligible for further evaluation, an application has to be submitted within the Call duration (by the deadline of November 30, 2018, 13CET).

2.7 What is the deadline for L4MS Open Call? The deadline is November 30, 2018, 13CET.

3. Questions during the application process to the L4MS Open Call 3.1 Why is it important to show OPIL implementation in the project? OPIL is one of the core elements of L4MS. The idea of the project is to experiment with the developed technology, making the innovation processes faster and simpler. The Applicants should use the technology as their basic resource and contribute – whenever possible - with further OPIL development and bringing new functionalities.

3.2 Are there any additional attachments required? There are no obligatory attachments in the application, however it is recommended to use the visual material to present the projects submitted in the Open Call.

3.3 What type of support is available during the preparation phase? There are 3 types of the support services provided by L4MS:

o Brokerage services: applied in a case where there is an individual applicant looking for potential partners to form a consortium. L4MS will monitor the profiles of entities in order to match the suitable organizations, according to their needs.

o Helpdesk services: L4MS has established a separate email address that can be used for any questions and/or issues resulting from the Open Call. The applicants are asked to write to [email protected] for further assistance.


• Your username, telephone number and your email address • Details of the specific problem (error messages you encountered, bugs descriptions, i.e. if a dropdown

list isn’t working, etc.) • Screenshots of the problem.

o Webinars: the project consortium will be organizing webinars presenting the project, OPIL technology and other topics related to the Open Call. All details on the webinars schedule can be found at: www.L4MS.eu

4. Questions about the evaluation process in L4MS Open Call 4.1 How is the selection process structured? The L4MS selection process has been designed to be fair, easy and interesting for the applicants. After the proposal submission (on receipt of each proposal), the system will send an Acknowledgment of receipt to the proposer (please note: late submissions won’t be accepted).

http://www.l4ms.eu/


http://www.l4ms.eu/



The selection process will be as follows:

Phase 1. General Eligibility Check All applications have to comply with all the ELIGIBILITY CRITERIA. They also need to be submitted through the online form at www.l4ms.eu. Proposals submitted by any other means, will not be considered for evaluation.

The applications have to be submitted before the deadline: must be submitted by the closing time and date of the contest round. The time recorded during the submission process through www.l4ms.eu, will be the taken as the official time of submission. Late proposals will not be evaluated.

Phase 2. External Evaluation All applications having successfully passed phase 1 will be assessed and scored by two INDEPENDENT EXPERTS (from the Experts Panel created by the L4MS consortium for each vertical/challenge), on the following criteria:

• Excellence • Impact • Implementation

Additionally, Transversal criteria such as ‘Environment and low carbon economy contribution’, ‘Equal Opportunities’ and ‘Social Impact’ will be also considered by evaluators when scoring the proposals.

Phase 3. Consensus Meetings The ‘Selection Committee’, composed by the ‘Expert Group [EG]’ and, at least, 3 External Evaluators, will decide by consensus, and based on the raking gotten as result of the External Evaluation the ‘List of finalists’. The exact number of proposals approved will be decided based on the overall quality of the proposals.

Phase 4. Champions Bootcamp (Jury Day) The selection of the Experiments will be done during a Jury Day (organized in the framework of the ‘Champions Boot Camp’). The ‘Jury’ will interview the applicants in person.

The Criteria that the Jury will take into account to select the projects are based on the capacity of the AEs in making a real impact on the market.

The criteria will be:

• Increase in productivity • Significant reduction of the initial cost • Increase in Return on Investment (ROI) • Increase in the number of manufacturing SMEs using logistics automation • Increase in the number of small system integrators capable of installing logistics automation solutions

Phase 5. ScaleUp Bootcamp The selection of the Application Experiments passing to the next stage will be done during a BootCamp. The Jury, composed by the ‘EG’ members and potential investors, will select the projects that will receive further support in the scope of getting additional private funds, based on the scalability potential of the experiments developed.

4.2 When will the final results be announced? L4MS evaluation process is planned for the months of December 2018 and January 2019. The applicants will be informed about their results once the entire evaluation is closed (there is no pre-final feedback sent).

4.3 What if my proposal was not successful at the Open Call? If a certain proposal was not successful at this round of the L4MS Open Call, it can be improved and submitted during the 2nd Open Call that will be launched on September 1, 2019 (with the deadline of November 30, 2019).

5. Questions about funding received through L4MS 5.1 Are the selected projects given funding in advance? The L4MS funding scheme is based on a series of payments against the achieved milestones, i.e. payments will be made only upon receiving and validating the beneficiary’s previously agreed milestones. Therefore, there is no advanced payment.



5.2 Where does the funding come from and how will it be regulated? Each selected Beneficiary will sign the ’L4MS Sub-Grant Agreement’ with the consortium. The funds awarded under the Sub-Grant Agreement are provided directly from the funds of the European Project L4MS, and are therefore funds owned by the European Commission: Management of the L4MS funds has been transferred to the project partners in L4MS via the European Commission Grant Agreement Number 767642.

The ’L4MS Sub-Grant Agreement’ will include a set of obligations the Beneficiaries have towards the European Commission. It is the task of the Beneficiaries to satisfy these obligations and of the L4MS consortium partners to inform the Beneficiaries about them.

5.3 When do the selected project receive funding? The L4MS acceleration program will provide the financial support in 3 stages:




5.4 How will the progress of the experiments be monitored? In order to properly monitor the Beneficiaries’ performance, ‘Projects Review Meeting’ will be organized by L4MS in order to validate the development and to approve the related payments. An Interim Review will be done two months after the beginning of the programme (end of Phase 1). This Phase, started with 10 Beneficiaries will end with the advancement of the 6 selected consortia to Phase 2, offering the business support, scaleup bootcamp, technology execution and overall mentoring by appointed experts. There will be a series of meeting organized during this Phase (lasting 6 months), allowing to capture the progress and development of the solutions.

Upon advancing to Phase 3, only 3 selected Beneficiaries will be offered the possibility to benefit from other forms of financial support (i.e. venture capital investment) and this process will be monitored throughout its timeframe (3 months).

6. Questions about participation in the acceleration program 6.1 Are all the activities included in the acceleration program compulsory? Yes, all activities are compulsory for the Beneficiaries selected to the program.

6.2 Are the Beneficiaries expected to move the business operations outside of their original locations?

No, all business operations will be executed in the Beneficiaries’ locations (premises).

6.3 Are all the activities in the program covered by L4MS? Yes, all activities included in the program, as well as travel reimbursement is covered by L4MS funding.



Annex 4

Application Form (AF)



Question Explanation text Options / textbox

Comments Mandatory (*)

Welcome to the 1st L4MS Open Call!

The Deadline for this Open Call is November 30, 2018 at 13:00 (CET - Central Europe Time).

Only proposals in English will be admitted.

We strongly recommend you to read carefully the “Guide for Applicant” and “FAQs section”, before starting to fill in the Form.

Warning: Remember that you can EDIT your application after you submit it before the deadline, as many times as you wish.

We also want to draw your attention to a virtuous behaviour that will help us substantially with application management: Apply only once. As stated in the ""Guide for Applicants"", each Applicant is allowed to apply only once. (See Guide for Applicants: 2.8 Multiple submissions are not allowed.). Therefore:

• If you have more than one application in progress in www.fundingbox.com, and you have already submitted one of them, we kindly request you to delete those extra applications to facilitate application monitoring.

• If you have more than one application in progress in www.fundingbox.com for the same Project idea, we kindly request you to consolidate your data in a single application and delete those extra application to facilitate application monitoring.

1. LEGAL AND CONTACT INFO

Partner 1 (If this is an individual inquiry requesting brokerage support in finding a potential partner, please mark this in question 'Would you require a brokerage support in finding a potential partner?')

Entity's name The legal name in the country where the Applicant is incorporated.

textbox

*

Entity's webpage

textbox (url)

Name of the main contact person The name and surname of the contact person represneting the Applicant

textbox

*

Email address of the main contact person

Please enter only one email address in format: [email protected]. This will be the email address to which we will send all the communications

textbox

*

Phone number of the main contact person

Please, enter the country code and the phone number in format: 00XX XXX XXX XXX

textbox

*

Would you require a brokerage support in finding a potential partner?

Please make a proper selection Drop-down Yes No

Partner 2


textbox

*

Entity's webpage

textbox (url)


textbox

*



textbox

*





textbox

*

Partner 3


textbox optional (if there is the 3rd partner)

*

Entity's webpage

textbox (url) optional (if there is the 3rd partner)

*



*




*




*

Type of Organization

Partner 1 (If this is an individual inquiry requesting brokerage support in finding a potential partner, please mark complete this question)

Please, select one of the options Manufacturing SMEs System Integrator Tech supplier or AGV Manufacturer Competence Centre/Research Organization/Academia/Digital Innovation Hub

*

Partner no 2 Please, select one of the options Manufacturing SMEs System Integrator Tech supplier or AGV Manufacturer Competence Centre/Research Organization/Academia/Digital Innovation Hub

*

Partner no 3 Please, select one of the options Manufacturing SMEs System Integrator Tech supplier or AGV Manufacturer Competence Centre/Research Organization/Academia/Digital Innovation Hub

optional (if there is the 3rd partner)



Country

Partner 1 (If this is an individual inquiry requesting brokerage support in finding a potential partner, please mark complete this question)

Please be aware that if the country indicated is not one of the countries indicated in GfA Section 2.2, your proposal will be excluded based on the uneligible country location

Country drop-down

*

Partner no 2 Please be aware that if the country indicated is not one of the countries indicated in GfA Section 2.2, your proposal will be excluded based on the uneligible country location

Country drop-down

*

Partner no 3 Please be aware that if the country indicated is not one of the countries indicated in GfA Section 2.2, your proposal will be excluded based on the uneligible country location

Country drop-down

optional (if there is the 3rd partner)

2. APPLICATION EXPERIMENT (AE) INFO

Application Experiment Name Please, provide the full title of the Application Experiment

textbox (250 characters)

*

Short Name (Acronym) Please, provide a short acronym (one word). This will be used as your identification

textbox (50 characters)

*

Brief Description Please, provide a short description of the Application Experiment

textbox (paragraph 1000 chars)

*

Requested support from L4MS (PLEASE NOTE: Funding will not be awarded to individual legal entities that have already received more than 100,000 Euro via open calls (FSTP) from H2020 I4MS and SAE projects. The awarded funding will be verified at the evaluation process)

Please, provide amount in Euro textbox (50 characters)

*

Type of the Application Experiment Please, select all the options that are applicable (are included) in your experiment)

Hybrid (human-robot) and interactive logistics systems Highly configurable (multi-vendor) logistics system Fully autonomous logistics systems Multi-vendor logistics solutions

multiple choice

available

*

Application Experiment Proposal Please, attach the PDF file with the proposal PDF attachment

*

3. STATISTICAL SECTION

Our form ends here. L4MS being a Project funded by the European Union Horizon 2020, we kindly ask you to fill in some statistical questions requested by the European Commission. It will take you only 5 minutes of your time, and it will have an impact on future European policies for SMEs. Thank you!

Proposal Originality Is there a baseline or is this a new initiative? Completely new approach - Disruptive Improvement of existing approach – Incremental

optional



Innovation Idea Where do the needs and/or requirements come from. Select all relevant from list (use [CTRL] + left mouse button or [CMD]+left mouse on Mac).

Competitor Client Stakeholder Community Internal User Beta Client Literature / Technology Roadmap Market Research Applicant's Perception of Gap Other

optional

Years of management expertise Indicate the combined number of years (or fractions) of management experience considering all your team members.

Numberbox optional

Years of technology experience Indicate the combined number of years (or fractions) of technical experience in the target domain of your proposal considering all your team members.

Numberbox optional

Gender Composition of the team by gender All Male Founding Team All Female Founding Team Mixed Gender Founding Team

optional

Market type Type of customer that will use the product or service. Select all relevant answers (use [CTRL] + left mouse button or [CMD]+left mouse on Mac).

Consumer Business Government Indifferent Other

optional

Geographical Scope Select target geographic area for the proposed product or service.

AMER (Americas) EMEA (Europe, Middle East, Africa) APAC (Asia Pacific) Local Regional National Global

optional

Intellectual Property Rights Does the proposer hold intellectual property rights in the proposal domain? If yes, please include further details in the Competition box.

No Patent pending Patents Copy rights Utility models Trade marks Design Licenses

optional

How did you hear about L4MS? Social media, email, newsletter, website, media, … please specify the event, media, newsletter, …

optional



4. Declaration of honour

By submitting this proposal I confirm that I have read and understood the ‘Declaration of honour and absence of conflict of interest’, available in section documents of L4MS. I undertake to inform L4MS Project, immediately, if after the date of submission till the end of the evaluation process, any of the exclusion of conflict of interest causes will arise. In applying to the L4MS acceleration program, the company agrees to negotiate the applicable payback conditions. These conditions will be part of the service delivery agreement. Declaration of honour on exclusion criteria and absence of conflict of interest As representative of the Legal person/Team of natural persons submitting this proposal, I declare: 1. that the Legal person/Team of natural persons, that I represent, are not in one of the following situations: - a) it is bankrupt or being wound up, is having its affairs administered by the courts, has entered into an arrangement with creditors, has suspended business activities, is the subject of proceedings concerning those matters, or is in any analogous situation arising from a similar procedure provided for in national legislation or regulations; - b) it or persons having powers of representation, decision making or control over it have been convicted of an offence concerning their professional conduct by a judgment which has the force of res judicata; - c) it has been guilty of grave professional misconduct proven by any means which the contracting authority can justify including by decisions of the European Investment Bank and international organisations - d) it is not in compliance with its obligations relating to the payment of social security contributions or the payment of taxes in accordance with the legal provisions of the country in which it is established or with those of the country of the contracting authority or those of the country where the contract is to be performed; - e) it or persons having powers of representation, decision making or control over it have been the subject of a judgment which has the force of res judicata for fraud, corruption, involvement in a criminal organisation or any other illegal activity, where such illegal activity is detrimental to the Union’s financial interests; - f) it is subject to an administrative penalty for being guilty of misrepresenting the information required by the contracting authority as a condition of participation in a grant award procedure or another procurement procedure or failing to supply this information, or having been declared to be in serious breach of its obligations under contracts or grants covered by the Union's budget. 2. that the natural persons with power of representation, decision-making or control over the above-mentioned legal entity are not in the situations referred to in b) and e) above; 3. that the Legal person/Team of natural persons, that I represent: - a) is not subject to a conflict of interest; - b) is not submitting any other proposal to this same Open Call (First L4MS Open Call); - c) has not made false declarations in supplying the information required, as a condition of participation in the Open Call or does not fail to supply this information; - d) is not in one of the situations of exclusion, referred to in the abovementioned points a) to d). 4. that the Legal person/Team of natural persons, that I represent: - is committed to participate in the abovementioned project; - understands that participation in L4MS is incompatible with contemporary participation in any other acceleration program; - has stable and sufficient sources of funding to maintain its activity throughout its participation in the above mentioned project and to provide any necessary counterpart funding; - has or will have the necessary resources as and when needed to carry out its involvement in the above mentioned project.

5. Processing of personal data

1. The administrator of personal data is FundingBox Accelerator sp. o.o. (Al. Jerozolimskie 136, 02-305 Warsaw, Poland), contact [email protected] . 2. Administrator processes personal data of the Applicant provided in the online form necessary to establish possible cooperation within L4MS PROJECT. The purpose of this call is to collect proposals in the 1st L4MS Open Call for Application Experiments. 3.Processing objectives, legal basis and retention:

The purpose of processing Legal basis for processing Period

To establish cooperation processing is necessary for purposes arising from legitimate interests of the Administrator (Article 6 (1) letter f) of the GDPR) - seeking to services necessary to accomplish administrators contractual obligation

6 years after completing the L4MS Project

To establish data base Person's consent (Article 6 (1) a) of the GDPR) until the consent is withdrawn or the objection raised

In order to possibly establish and enforce claims or defend against them

The legal basis of the processing is the legitimate interest of the Administrator (Article 6 (1) (f) of the GDPR) consisting in the protection of its rights

10 years after completing the L4MS project



4. The administrator will transfer personal data only to trusted recipients such as Project Partners (complete list of the project partners is available at the email address: [email protected] ), evaluators, IT service providers, accountants, law firms, postal and courier companies. 5. The Applicant agrees to be automatically signed up in the L4MS Marketplace - the online platform created by L4MS Project, providing complete solution for logistics automation for manufacturing SMEs) 6. Due to the fact that FundingBox process your personal data, you have the right to: i. request access to your personal data, ii. demand the rectification of their personal data, iii. request to remove or limit the processing of your personal data, iv. object to the processing of your data, v. fill a complaint to the authority (the President of the Office for Personal Data Protection). Providing data is voluntary, although it is necessary to participate in recruitment process. Without providing your details, the Applicant cannot take part in recruitment. You can download the PDF with the information clause here.

Submission

You are about to submit your application form. Even if you submit now, you can still edit your application before the deadline November 30, 2018 at 13:00 CET, as many times as you wish.

Thank-you title

L4MS, your application has been submitted

Thank-You Text

Thank you for submitting your application to L4MS Open Call! You can download your proposal on “My Applications” on your user’s profile. You can still edit your application before the deadline on November 30, 2018 at 13:00 CET as many times as you wish.

Thank-You E-mail Text



Annex 5

Proposal template (PT)

• This is the template of proposals under the 1st Open Call for L4MS Application Experiments. proposals

• Call opens on September 1, 2018 • This form may be submitted electronically any time before November 30, 2018 13:00 Brussels

time, to the electronic submission facility at the www.L4MS.eu

Text in red represents comments and should be deleted in your submission. Page limits refer to this text style in word: Calibri size 11 font, Line spacing 1 (single) line, 6pt after, Standard A4 page size and margins



1. Excellence (3 pages maximum) Your experiment should address the adaptation and validation of the L4MS solution: open integration platform (OPIL) completed by a 3D simulator to virtualize the intra-factory logistics automation processes. Your proposal should address the implementation of small logistics automation solutions tackling the barriers faced by manufacturing SMEs such as (but not limited to):

• End-to-end fully automated logistics solutions • Hybrid (human-robot collaboration) automated logistics solutions • Highly configurable automated logistics solutions • Multi-vendor logistics solutions

Your work should have the potential to achieve tangible results: reduction of the installation time, deployment and configuration time and cost.

In this section you should describe:

• Clearly defined objectives, relevant to the L4MS project and OPIL scope. • Use case description (current situation & challenges, proposed solution & benefits) • Project’s ambition (how the proposed solution is beyond the current state of the art, ground-breaking

objectives, new products available after the experiment, novel business model, etc.) • Project’s innovation (innovation level in your market and the differentiation point this experiment will bring

to your organization) • Project’s organization (adaption and validation plans for OPIL)

2. Impact (2 page maximum) Describe the overall strategy for your experiment:

• Market opportunity, commercial strategy and scalability (demonstrate a clear idea of your plan for new/improved product(s) or process (es) and their market potential, describe how your new/improved products are solving not only specific problems but rather a structural challenges in given sectors/processes, etc.)

• The value of the proposed Application Experiment to the L4MS project and OPIL, e.g. in terms of platform validation in new applications, extension of OPIL functionalities, interoperability with new software & hardware etc.

• Complementarity to other funds, if any (Experiments that bring a commitment of their National or Regional Authority to complement them with ESIF or other regional or national fund, will be prioritized as a way to multiply the project impact at regional and European Level)

3. Implementation (4 pages maximum) Provide the description including:

• Work plan (task list, timing of tasks, role of team members, list of deliverables, milestones and risk management plan)

• Team structure (confirm the team’s ability to manage, lead and take a concept from ideas to the market. Present profiles of your team members)

• Resources to be used (demonstrate the quality and effectiveness of the resources assigned in order to get the objectives/deliverables proposed. Note: please include the information about the requested amount of support from L4MS in Euros)

• Exploitation of L4MS business and technical services (describe the expected collaboration with the L4MS project and how the business and technical support services provided will be used)

4. List of Key Performance Indicators (0.5 page maximum)

5. Appendix. Transversal issues (0.5 page maximum) Provide the information about the transversal criteria such as ‘Environment and low carbon economy contribution’, ‘Equal Opportunities’ and ‘Social Impact’ (i.e. in a form of a compliance table).

H2020 Innovation Action – This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement

No 767642