Subsidie instrument "kansen voor gras"
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Transcript of Subsidie instrument "kansen voor gras"
SME / MKB instrument 2014-2020
“The best of the best or the best of the rest?”
“Valley of death”
[email protected] Hudson Netherlands
[email protected] consultant
[email protected] consultant Hudson
Hudson1
Hudson Financial Incentives
Options;
Grants (Domestic & Pan-European)
Tax Incentives
Foreign Direct Incentives
European Investment Bank facilities
Our services
19 years of experience throughout Europe
Local consultants in 18 European countries;
Feasibility studies, application, negotiation & administration
Support to SME’s and Multinationals
Our experience: all European topics: e.g. R&D, Energy, Transport, Training, Life sciences, ICT
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The broader aspect
959 miljard4
Price Index 2011
│ 5
3 categoriesof regions
< 75 % of EU average
GDP/capita*
*index EU27=100
75-90 %> 90 %
Regional GDP figures: 2006-07-08© EuroGeographics Association for the administrative boundaries
EU Structural funds Budget 2014-2020ESF / EFRO / INTERREG
*index EU27=100
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TERRITORIAL COOPERATION
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Interreg VA Vlaanderen-Nederland Interreg VA 2 Zeeën Interreg VB Noord West Europa
Interreg VB Noordzee
Total Budget 959 billion
Convergence regions – €162 bn (RED)
Transition regions – €39 bn (ORANGE)
Competitiveness regions – €53 bn (GREY)
Territorial cooperation – €11bn
Cohesion fund – €68.7 bn
Horizon 2020 - €80 bn
Thematic areas > 10 €80 bn– Energy – €9.1bn
– Transport – €21.7bn
– ICT/Digital – €1bn
– Food Quality & Safety
– ETC.
EUROPE GRANTS & FINANCING
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EU
grants
EU
REGION
EU
NationalDOMESTIC EIB
Routes & Approaches
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HORIZON INTERREGESF
EFRO
RVO
TAX
LUX
National
Project loans for large developments in excess of EUR 25m
Intermediated loans are made via local banks
Structured finance provides additional support to priority projects
Guarantees: helping projects attract new investors
Project bonds: unlocking infrastructure funding
Equity & fund investment to catalyse further activity
Venture capital: helping invest in high-tech and growth SMEs
Microfinance has benefited from our long term commitment
Risk-sharing in research, development & innovation (RSFF)
Sustainable energy: maximising investment (ELENA)
Green-tech demonstration support (NER300)
Infrastructure project advice for new EU members (JASPERS)
Urban development technical assistance (JESSICA)
Transport infrastructure cash-flow guarantees (LGTT)
Public-private partnership optimisation (EPEC)
Flexible SME funding (JEREMIE)
Innovation & Cooperation levels
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•Fundamental research
•Industrial Research
7th Framework
HORIZON 2020
•Industrial researchEureka
•Regional support
•Economic growth
•InnovationEFRD
•Innovation
•Economic growthTransnational / Regional
•Thematic areas
•Pilot demonstration
•InnovationEuropean Specific
•Innovation
•Economic growthNational Grant schemes
Leve
l of
coo
per
atio
n
Level of in
no
vation
Gra
nt
per
cen
tage
s
VC
Bancair
ERRHIGH
IRRHIGH
IRRMEDIUM
IRR Negative
RISK HIGH
RISK MEDIUM
RISK HIGH
RISKLOW / MEDIUM
VC
PURE LOAN
GUARANTEE
EIB facilitiesEIB LOAN
PDA GUARANTEE
GrantsGRANT
TAX Incentive
GUARANTEE Revolving fund
Priv Equity
Economic &Social Benefit
Financial Profitability
Risk level
RISK LOW
11APPROACH TOWARDS PROJECTS
HORIZON
EU Funding opportunities
100 % Funding 70% Funding
EUREKA, EUROSTARS, COSME,
50-80 % Funding 50% Funding
EFRD
25-50 % Funding
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Plaatje hudson
SME Instrument
• Horizon 2020 will support Innovative Small and Medium-sized Enterprises (SMEs) through a new dedicated SME instrument.
• Here SMEs can form collaborations according to their needs, including for subcontracting research and development work to apply for funding and support.
• Horizon 2020 funds high-potential innovation through a dedicated SME instrument, which offers business innovation support.
• Provided with € 2.8 billion in funding over the period 2014-2020, the SME Instrument helps high-potential SMEs to develop groundbreaking innovative ideas for products, services or processes that are ready to face global market competition.
• Moreover € 90 million will be allocated for Information and Communication Technologies (ICT) in 2014 and 2015.
Special instrument to support SMEs
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THREE PHASESPhase 1: Concept and feasibility assessment
Phase 2: R&D, demonstration, market
replication
Input: Idea/Concept: "Business Plan 1”(~ 10 pages) 10% budget
Activities:Feasibility of concept, Risk assessment, IP regime, Partner search, Design Study, Pilot application, etc.
Output: elaborated "Business plan 2“5,200 Phase 1 projects could be funded
Lump sum: 50.000 €
~ 6 months
Input: "Business plan 2" plus description of activities under
Phase 2 (~ 30 pages)90% budget
Activities:Development, prototyping,
testing, piloting, miniaturisation, scaling-up, market replication,
Research
Output: "investor-ready Business plan 3“
1,700 Phase 2 projects with an average size of 1.5 M€ can be funded.
1-2.5 M€ EC funding
~ 12 to 24 months
No direct funding
Phase 3: Commercialisation
Promote instrument as quality label for successful projects
Facilitate access to private finance
Support via networking , training, information, addressing i.a. IP
management, knowledge sharing, dissemination
SME window in the EU financial facilities (debt and equity facility)
GRANTS FINANCING
Phase 1 - Feasibility assessment (optional)
Funding is available for: exploring and assessing the technical feasibility and commercial potential of a breakthrough innovation that a company wants to exploit and commercialize.
Activities funded could be: risk assessment, design or market studies, intellectual property exploration; the ultimate goal is to put a new product, service or process in the market, possibly through an innovative application of existing technologies, methodologies, or business processes.
The project should be aligned to the business strategy, helping internal growth or targeting a transnational business opportunity.
Outcome:
• feasibility study (technical and commercial), including a business plan.
• Should the conclusion of the study be that the innovative concept has the potential to be developed to the level of investment readiness/market maturity, but requires additional funding in view of commercialisation, the SME can apply for Phase 2 support.
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Amount of funding: lump sum of €50,000 (covering up to 70% of project costs and per project,
not per participating business)
Duration: typically around 6 monthsOutcome: The outcome of a phase 1 project is a feasibility study (technical and commercial), including a business plan.
Proposal: max. 10 pages
Evaluation leads to go/no decision
Suggestion: Grant decision and decision operational at AOSD level
Success rate 5-10%
Phase 1 - Feasibility assessment (optional)17
Funding is available for: innovation projects underpinned by a sound and strategic business plan (potentially elaborated and partially funded through phase 1 of the SME Instrument).
Activities funded in phase 2 can be: prototyping, miniaturisation, scaling-up, design, performance verification, testing, demonstration, development of pilot lines, validation for market replication, including other activities aimed at bringing innovation to investment readiness and maturity for market take-up.
Outcomes:
a new product, process or service that is ready to face market competition;
a business innovation plan incorporating a detailed commercialisation strategy and a financing plan in view of market launch (e.g. on how to attract private investors, if applicable).
Phase 2 - Innovation project18
Amount of funding: in the indicative range of €500,000 – € 2.5 million or more (covering
up to 70% of eligible costs, or in exceptional, specific cases up to 100%).
Duration: typically around 1 to 2 yearsNo negotiations. Only high quality projects will be funded. Phase 1 funding complemented by coaching of beneficiaries should have allowed to prepare a solid proposal for Phase 2.
Based on the experiences with FET Open, the suggestion is to organise two parallel open calls for Phase 1 and 2. A topic-oriented approach will make this more difficult and lead to longer project cycles.
Success rate suggested: 50-70%
Phase 2 - Innovation project19
Cut-off days
OPENING: March 2014
NO DEADLINES
CUT OFF DATES
TFI 2015 TBDApplications for phase 1 or phase 2 van be submitted at any time as of March 2014. The SME Instrument has a permanently open call with – in general – four cut-off dates per year. Applications can be submitted at any point in time and will be evaluated immediately upon submission. Applicants will receive feed-back on the evaluation outcome within a short time after submitting their application. The information whether a project can be funded can only be communicated after the respective cut-off dates.
Phase 1
• 18/06/2014
• 24/09/2014
• 17/12/2014
• 18/03/2015
• 17/06/2015
• 17/09/2015
Phase 2
• 09/10/2014
• 17/12/2014
• 18/03/2015
• 17/06/2015
• 17/09/2015
FTI Instrument
• 4 dates for2015 TBD
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FTI versus SME Instrument
Evaluation22
Main criteria
• Impact (out of 5)
• Scientific & technological excellence (out of 5)
• Implementation (out of 5)
Evaluation process
• Proposals will be evaluated individually when they arrive. They will be ranked after the cut-off dates.
• The criterion Impact will be evaluated first, then Excellence and Implementation. If the proposal fails to achieve the threshold for a criterion, the evaluation of the proposal will be stopped.
• For phase 1 the threshold for individual criteria will be 4. The overall threshold, applying to the sum of the three individual scores, will be 13.
• The final consensus score of a proposal will be the median of the individual scores of the individual evaluators
• Applicants can provide during the electronic proposal submission up to three names of persons that should not act as an evaluator in the evaluation of their proposal for potential competitive reasons
Writing the best proposal23
A significant effort that requires discipline and method
A good H2020 proposal will take between 150 and 250 hours
You need to address all evaluation criteria
You need to make it easy for the reviewers
Only excellent applications get funded (aim for the max score!)
Frequent mistakes
Starting too late (less than 3 months before the deadline)
No clear KPIs and risk management
Neglecting prior art
Calls have become very competitive
There are a lot of experienced coordinator and proposal writers
The skill levels have increased over time
Only the best of the best proposals (ie 13+) get financed