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IP/201009/XXXX

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Consortium Details / Lead Company / Lead Institution
Name:
Address:
Principal Contact:
Department:
Technical Assessor Details (EI Office Use Only)
Name:
Address:
Occupation:
Commercial Assessor Details (EI Office Use Only)
Name:
Address:
Department:

Section 1 - Consortium Details

Section 2 - Executive Summary

Section 3 - Heads of Agreement

Section 4 - Company Details & Commercial Opportunity

Section 5 - Academic Opportunity

Section 6 - Technical Details & Project Objectives

Section 7 - Project Cost Details

Section 8 - Curriculum Vitae of Principal Investigator

Section 9 - List of Recent and Relevant Publications by the

Principal Investigator

Section 10 - Grant History of the Principal Investigator

Section 11 - Company Agreement

Section 12 - Equipment / Materials Quotations

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Section 1 - Consortium Details

Project Title:
Date Of Commencement Of Project:
Note: Project must start within 6 months of the agreed start date unless otherwise agreed with EnterpriseIreland.
Duration of Project:
months (Max 24 months) / Grant Rate: X % / Project Code:
IP/ 2009 / 0XXX
Consortium Details / Lead Company / Lead Institution
Name:
Address:
Principal Contact:
Department:
Telephone:
Mobile:
Fax:
e-mail:
Cost Category / EI
Contribution / Company Contribution / Total
Cash / In-Kind
Personnel
Equipment
Materials
Travel (Domestic)
Travel (Int’l)
Other Costs
Total Grant requested / € / € / € / €

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Section 2 - Executive Summary

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  • Provide a short description of what the project is about. List the key objectives.
  • What information is known about the area of the proposed work?
  • Refer to recent and relevant publications from the PI or closely associated teams.

Details here
  • Indicate how the outputs from the work to be undertaken will be new,

novel or innovative when compared to offerings in the field.

Details here
  • Why are the company & college undertaking this project?

Details here

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Section 3 - Heads of Agreement

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  • Who will have ownership of the Foreground IP created in this project? Please check the appropriate box

(GUIDE: Use mouse to right click on beside box, choose ‘properties’, hit ‘checked’)

  • College*
  • Shared IP Agreement
  • Other

Summarise the Intellectual Property Agreements, options or other

commitments between the company, the college and/or a third party.

Insert the draft agreement here

* High Potential Start Up (HPSU) Companies must accept this option.

Section 4 -Company Details & Commercial Opportunity

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GUIDE:

  • This section should be completed by the company partner.
  • It should be populated with data from a recent Business Plan and should define the target market, potential customers ,market opportunity and potential return on

investment.

  • If more than one company is involved please fill out the appropriate number of tables to

capture the requested information.

4.1Company Details

Table 4.1

Name of Company
Location of Company
Date of Establishment
Current employment numbers in Ireland
(and outside Ireland if appropriate)
Core Business
Market / Consumer Base

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4.2Company Sales and Profit for the last Three Years (Required)

Year End / Annual Sales (€) / Annual pre-Tax Profit (€)
2006
2007
2008

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4.3Company Size

  • Use the table 4.2 below to establish the size of the collaborating company (or companies):

Table 4.2

Company / Number of Employees (Global) / Annual Balance Sheet Total
SMALL / 1-50 / <€10M
MEDIUM / 50-249 / <€43M
LARGE / More than 250 / >€43M

Special Consideration:

If the enterprise is more than 25% owned by one or more enterprises or itself has a holding of more than 25% in any other enterprise or itself has a holding of more than 25% in any other enterprise, it will be necessary to consult the full definition in the Official Journal. (For the full definition, see the “Official Journal of the European Commission (L 124/36) 20th May 2003 – Commission Recommendation of 6th May 2003 concerning the definition of micro, small and medium-sized enterprises).

Define the company (companies) size using Table 4.2:

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4.4

Market Opportunity

  • Identify the basis of the market opportunity that is driving your participation in this collaboration using the sections below.

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Identified Target Market. How large you believe that market will be?

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Target Market Size and Projected Annual Growth Rates – please use statistical data & references to support your figures.

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4.5

Route to Market

  • Explain your strategic route to market as currently planned.

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Strategic Route to Market
  • Are you currently a client of any of the following agencies:

IDA IrelandEnterpriseIreland

Údarás na GaeltachtaCounty Enterprise Board

Please insert the name and phone number of your Development Advisor (DA) / Project Executive
  • Has this application been discussed with your Development Advisor (DA)?

YESNONOT APPLICABLE

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4.6

Competitive advantage

  • How will the results of the project improve the company’s competitive position?

Details here

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4.7

Return on

Investment

Outline the return to the company using the sections below.

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Increased Exports / Defence of Current Market
Increased Headcount in High Skills Jobs / Defence of Current Headcount
Increased R&D Activity / Product development activity in the company
Potential Cost Savings

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Section 5 -AcademicOpportunity

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GUIDE:This section should be completed by the college Principal Investigator.

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5.1

Economic & Technical Impact

  • Define the potential technical impact which will arise from a successful project.

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5.2

Commercial & Exploitation Opportunities

  • How will the results of the project improve the college’s position to develop further research and commercialisation opportunities?

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Section 6 - Technical Details & Project Objectives

6.1Define the novel aspects of the work to be undertaken.

6.2Give an overview of the Academic Partner’s expertise and track record in this

technical area.

6.3What are the Key Technical Challenges in the Project?

GUIDE:

  • Insert detail describing the first Key Technical Challenge in ‘BOX 1’.
  • Insert detail describing the second Key Technical Challenge in ‘BOX 2
  • Copy and paste the table for each Key technical Challenge identified.

Key Technical Challenge1 / BOX 1
Key Technical Challenge2 / BOX2

6.4Description of Work Plan

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Introduction

This section should contain a detailed description of the proposed work. This section should not be more than five pages in length.

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6.4.1

Project Objectives

  • Outline project objectives in an introductory paragraph
  • Use bullet points to list the targets that the program aims to achieve.

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(maximum 200 words)

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6.4.2

Detailed Technical Description

  • The Task Identifier below should be copied, pasted and completed for each task to be carried out in the project.
  • Each Task Identifier should have the appropriate Task Objective ,Task Description and Months Duration data accompanying it.
  • Describe the work to be carried out under each task Description (no more than 100 words).
  • Specify which partner will lead each task.

GUIDE: Project Management tasks (report writing, hiring of staff etc) are not

to be included.

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Task Identifier 1:

Task No. / 1 / Task Leader No.: / Task partners No.:
Task title:
  • Task Objective:
  • Task Description:
  • Months Duration:

Task Identifier 2:

Task No. / 1 / Task Leader No.: / Task partners No.:
Task title:
  • Task Objective:
  • Task Description:
  • Months Duration

Task Identifier 3:

Task No. / 2 / Task Leader No.: / Task partners No.:
Task title:
  • Task Objective:
  • Task Description:
  • Months Duration

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6.5

Interim

Deliverables

  • Use bullet points to outline what deliverables and/or milestone that are expected to be achieved by the project mid-term.

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6.6Team structure & Members of the Management Team

  • List the names of the college(s) and the company personnel involved.
  • Where appropriate, give their position title and their role & responsibility within the team.
  • If the Principal Investigator or any member of the academic team has a dual role or

business interest in the company, please clearly define.

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Team Member / Position Title / Role & Responsibility

6.7Project Administration

  • Identify the person responsible for the Overall project administration including timely submission of the Technical Reports and Financial Reports
  • If the proposal involves more than one academic institution identify the person responsible for the project administration within each academic institution.

Team Member / Institution

6.8Time Schedule & Location of Project Management Meetings to be Held

  • Identify the month and location for scheduled meetings at which partners are expected to attend.

Month / Location

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6.9Milestones and Deliverables

Task number / Task Title / Milestone/ Deliverable / Deliverable description / Task Leader
(No.) / Task Partners (No.)
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2
3
4
5
6
7
8
9
10
11
12
13
14
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6.10 Gantt Chart

  • Use the month based Gantt chart below to illustrate the time period to be spent on each task.

Task number / Month number
1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 12 / 13 / 14 / 15 / 16 / 17 / 18 / 19 / 20 / 21 / 22 / 23 / 24
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2
3
4
5
6
7
8
9
10
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12
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Section 7 - Project Cost Details

Introduction

This section requires you to describe the project cost details proposed to successfully complete your project.

Summary Of Project Costs
Cost Category / EI
Contribution / Company Contribution / Total
Project Costs
Cash / Cash / In-Kind / EI + Company Contributions
Personnel
Equipment
Materials
Travel (Domestic)
Travel (Int’l)
Other Costs
Total Costs / € / € / € / €

7.1Personnel Costs– College

GUIDE

Admissible Costs / Inadmissible Costs
Salary for college staff / Salary for Company Staff
Post-grads hired by the college / Post grads in employment of the company
Consultant Salaries
Salary for PI holding a permanent post
Position / Annual Salary Rate / PRSI
(10.75%) / Pension
15% / Duration of Contract
(Months) / Total Cost for Duration of Project
€
€
€
€
€
€
€
Total Salary Cost / €

Justification:Define the roles and responsibilities of each staff member:

Insert referenced college salary sales for each position

7.2Materials Costs

GUIDE

Admissible Costs / Inadmissible Costs
Components / Computers/Laptops/Printers
Parts/Mother Boards / Ink Cartridges/Paper
Consumables
Description of Material Item / Cost(€)
€
€
€
€
€
Total / €

Justification:

7.3Travel Costs

7.3.1CollegeTravel to the Company/WorkSite

GUIDE

Admissible Costs / Inadmissible Costs
College travel to the Company site / Company Travel Costs
National Conference Participation / Market Research Activities
Travel to EI sites
Company Travel to College
Non essential meetings that can be done by Teleconference

Justification:

Detail what activities will occur at the company site and why this meeting cannot be completed over the phone.
College Travel to the Company Site / Detail
Numbers Travelling to Meeting
Average Transport Cost per meeting / €
Average Accommodation Costs per meeting / €
Average Subsistence Cost per meeting / €
Average Cost per Meeting / €
Total Number of Meetings / €
Total College/Company Meeting Costs / €

7.3.2College Travel to Key Events (National & International)

SPECIAL NOTICE

  • Due to budget constraints, funding for travel has been cut to a minimum.
  • Please remove any travel that is not core to the successful outcome of the project.
  • Travel should be limited to one person per trip if at all possible.
  • All travel requests now have to be justified in detail.

GUIDE

  • Use the ‘copy’ and ‘paste’ function to inert further Key Event tables and accompanying Justification Table as required

Admissible Costs / Inadmissible Costs
Overseas Conference Participation / Company Travel Costs
Per Diem Costs (College Rate) / Market Research Activities
Accommodation for the duration of the conference / Accommodation costs outside conference dates
Transfer Costs (Taxi to from Airport) / Subsistence Costs during Transit
More than one academic travelling abroad / Hotel Costs above Rec.College Rate
Key Event 1 / Detail
Name of Key Event
Location
Event URL
Duration of Stay (nights)
Costs
Registration Fee (per person) / €
Travel Costs (Air, Road, Rail) / €
Hotel Cost (per day) / €
Other Costs / €
Total Estimated Cost per Person / €
Number of People Travelling
No. of Annual visits to Conference over project life
Total / €

Justification:

Detail what activities the visiting academic intends to complete at this key event and justify why each trip isvital to the success of the project.

Table 7.3.1Summary of Travel Costs

GUIDE: Add Up your total travel costs here

Travel Item / Cost (€)
College visits to Company/Work Site / €
Key Event Participation (National) / €
Key Event Participation (International) / €
Total / €

7.4Capital (Equipment) Costs

GUIDE

Admissible Costs / Inadmissible Costs
Equipment Relevant to the Project (within reason) / Basic Lab Equipment (Contact EI)
Computers / Laptops (within reason) / Lab Fit Outs
All items listed should be fully detailed inclusive of VAT where appropriate.
Please affix commercial quotations from the suppliers on items over €1,500 at the end of this application form.
Equipment Name / Cost(€)
€
€
€
€
Total / €

Have you affixed soft copied quotes into Section 11 of this document?

YESNO

Justification:(what the equipment will be used for):

GUIDE: Laptops costing more than €1500 will need a quote, spec sheet & a technical justification.

7.5Other Costs

GUIDE: EnterpriseIreland will pay an overhead of 30% to the college on the grant it has paid to a project

(excluding capital equipment costs). This can be used for office management costs.

Inadmissible Costs
Printing / Binding / Publishing Costs / College Courses (excluding specific technical training – contact EI)
Other Office Management Costs / Consultancy Costs >10% of Total Project Cost
Company Technology Reports / Patent Costs
Company Market Research
Please list items that do not fit properly with the cost tables above
Item / Cost(€)
€
€
€
€
Total / €

Justification:

7.6In-Kind Contributions

GUIDE

Admissible Costs / Inadmissible Costs
Block allocations of company technical resources to the college to complete technical activities (equipment installation/training) / Company staff attending project review meetings at the college or company managerial staff performing project management activities
Downtime on pilot lines, test facilities etc at the company site where the company signs over time to the college staff to use the equipment. / Weekly contributions of company staff time that amount to <5% of working week
Purchases of materials  10% of total project cost to be assigned to the college / Company time to host college staff at the company site
Purchases of equipment to be located permanently at the college. The equipment must have strategic value to the college from a capability perspective. / Purchases of materials >10% of total project cost unless in special cases (certain Clinical Trial programmes etc)
Personnel
Job Title / Justification / % Time on Project at the College / In-Kind
Cost
(€)
€
€
€
€
TOTAL / €
Capital
Equipment Name / Justification / In Kind Cost
(€)
€
€
€
€
TOTAL / €
Materials
Description / Justification / In Kind Cost
(€)
€
€
€
€
TOTAL / €

Section 8 - Curriculum Vitae of Principal Investigator

(Maximum one page)

Section 9 - List of Recent and Relevant Publications by the

Principal Investigator

Detailshere:

Section 10- Grant History of the Principal Investigator

IMPORTANT
  • Ensure that all EnterpriseIreland Funding is listed and clearly marked.
  • Please clearly mark any previous Innovation Partnership Projects.
  • Only approved grants should be included in this list.
Grant Scheme / Reference
Number / Project
Title / Start
Date / Finish
Date / Grant
Total

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Section 11- Company Agreement

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Sample Agreement between Company and College

(To be submitted on Company headed notepaper)

 (Please repeat this Letter of Agreement for every partner company)

Agreement

This is to certify an Agreement between [College Name] and [Company Representative's Name and Position], [Company Name] for the following project title:

Project Title: [Name]

The total College Project Cost is € [amount] of which [Company Name] will pay €[amount] in cash.

*In addition the company will also make an ‘in-kind’ contribution to the total College Project Cost of *€[amount].

Signed by:

______

Company Representative

Position in CompanyILO / College Authority

Company Name

Date:Date:

______

*Note: If the company's contribution is in the form of cash please delete the sentence.

Section 12- Equipment / Materials Quotations

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  • Past/affix quotations for all individual items costing above €1500.

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Forms to:
Ms Jackie Browne
Contracts Unit
EnterpriseIreland
East PointBusinessPark
Dublin 3
Tel: 01 727 2570
Fax: 01 727 2064
/ General Enquiries to:
Dr Tom Bannon
Tel 01 727 2594

Cormac Cantwell
Tel 01 727 2517

Copies of this application form may be downloaded from

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