Engage to CRD What you need to know! 2016 Research Partnerships

2. Engage to CRD What you need to know! 2016 Research Partnerships

3. Presentation Outline • CRD 101 • Why Engage(+) to CRD? • When to apply? • How to Prepare a CRD Application? • How is it Reviewed? • Tips for Success

4. CRD Goals CREATION OF NEW KNOWLEDGE TECHNOLOGY TRANSFER TRAINING of HQP

5. CRD Basics 2 : 1 Leverage Cash + In-kind No Minimum $ No Maximum $ 1 to 5 year grants Apply Anytime Multiple Researchers, Multiple Partners High Success Rate!

6. CRD Funding Model Example INDUSTRY $50k* NSERC $100k INDUSTRY DRIVEN PROJECTS Post-Secondary Institution Industry OTHER SOURCES $30k** INDUSTRY $50k IN-KIND * Monetary contributions do not include O/H ** Not matched by NSERC

7. Impacts Reported by CRD Partners • 97% of partners indicated that the project was a success • 73% indicated that further research activity was planned 90% of partners who planned further research activity intended to work with the same academic institution • 46% of partners indicated that they hired a student from the university • 97% would recommend NSERC programs • 70% of partners indicated that the research project would not have proceeded without NSERC funding Source: SPI Impact Survey

8. Why Engage(+) to CRD? Faculty/Applicants Students/PDFs Eligible Partner CRD can be a logical extension to a successful Engage

9. Benefits to the Applicants • Develop a longer-term relationship with the industrial partner • Sustained funding for the research team over a longer period • Increase your number of HQP trained and publications • Add a co-PI or collaborator to expand team expertise & scope • Opportunity to apply theoretical knowledge • Viewed favourably in CRD peer review: • Established relationship • Better definition of the industry problem • Preliminary results available • Viewed favourably in Discovery Grant evaluations

10. Benefits to the Partners • Stretch R&D dollars through matching opportunity • Discover solutions to technical problems • Find and assess potential future employees • Learn about state-of-the-art research trends • Employee training: new equipment, processes, materials, etc • Ability to cost share by including supply chain partners or other companies for pre-competitive research • Independent and confidential project evaluation through peer review • Credibility and prestige of partnering with a University

11. Benefits for Students/PDFs • Gain industry relevant experience • Apply theory • Stipends/Salary • Networking & contacts Industry Experience JOBS! Academic knowledge

12. The Fun Part Begins…

13. When to Apply to CRD • Engage relationship is beneficial for all parties • The research is producing results that warrant further investigation • Anytime, but close to the end of the Engage may be ideal • It takes longer to develop a CRD than an Engage application so start the discussions early…

14. 4 Components to a Proposal F101 F100 Company Letter F183a

15. Developing a Successful Proposal • Positive First Impression for Reviewers… • Goal: to ensure that any question a peer reviewer might raise has already been addressed • Opportunity to showcase your work! • The instructions: Read, Follow, Verify

16. Developing a Successful Proposal – F101 • Address ALL Criteria: • Scientific Merit • Competence of the Research Team • Training Opportunities • Industrial Relevance/Benefits • Benefit to Canada

17. Use the Space Wisely! You have 10 pages to convince the reviewers… Background Detailed Proposal – What, When, HOW!!! Team Expertise Research Management HQP Training Value of Results & Industrial Relevance Benefit to Canada

18. Application Details References Suggested Referees Not included in page limit No hyperlink or Web pages Include titles if feasible Please no collaborators! Language proficient Industry and other non-academic also

19. F100 • F100 only – No CCV • Most current! • Make sure • Co-applicants’ are also updated

20. F183a & Support Letter KEY Component of the Proposal F183a: -Contact Information -Company Data -Contribution Details Company Letter: -Supports proposal -Details Interaction -Explains Relevance -Anticipated Impacts -Benefit to Canada

21. Company In-Kind Must Be Essential to the Project Donation of Materials Salaries – Technical & Professional Staff Donation of Equipment Provision of Services Manufacturing Runs/ Production losses Field Work Logistics

22. That’s it! – Ready to Submit Remember that we are here to help: Questions, Draft Review…

23. What Happens Next? Proposal Assigned to NSERC Staff Initial Review for Completeness & Compliance • We are looking for: • Applicant and Partner Eligibility • Fit Within NSERC’s Mandate (not Social or Health Research Projects) • Budget, Justification, Suggested Referees… everything!

24. Peer-Review How Long? 90 days More or Less?

25. It’s a Positive Decision so… NSERC Needs a Copy of the Research Agreement 5 Mandatory IP Elements

26. 5 Mandatory IP Elements Maximum Benefit to Canada Protection of IP Assets (for all parties) Publishable Results (max 6 month delay) NO Delay for Thesis Defence Right to Use for Research and Teaching

27. Sometimes the Decision is “No” Why??? Scientific Merit: Lack of details, methods, approach Poorly situated within state-of-the-art, novelty Too ambitious and not feasible Weak training opportunities, publishable material Missing team expertise

28. A few final tips… • Leverage the Engage project by highlighting the existing partnership • Demonstrate that you understand the industry challenges • Describe the Engage results and outcomes achieved to date • What are the next steps and expanded scope for the CRD? Need the details… • If this is your first CRD, consider submitting a draft proposal for NSERC staff review • Read the CRD Instructions to Referees

29. Who to Contact Engage to CRD Support: 613-996-6346 EG2CRD@nserc-crsng.gc.ca NSERC Partnerships Programs: 613-995-1111 rpp@nserc-crsng.gc.ca NSERC Ontario Regional Office: 1-877-767-1767 nserc-ontario@nserc-crsng.gc.ca

30. Thank you Andrea Benoit Deputy Director, Research Partnerships Phone 613-996-4853 Andrea.Benoit@nserc-crsng.gc.ca

31. CRD Partners Testamonials “We are definitely ahead of the curve today as a result of this collaborative R&D project… significantly reduced our material costs …placed us in a much stronger position technologically.” John Persic, VP R&D, Microbonds “This project is a success…. exploring a new technology to manage large quantities of data …This project has become a new axis for developing our next generation of products.” Emerson Nerat, PureLink Technology Canada Inc.