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CARIC - OCE
Industry – Academic
Aerospace Information Sessions
September – October 2015
CARIC – OCE
COLLABORATION
• CARIC is a national organization set up by Industry
Canada through the Air Industries Association of Canada
• It is a result of the Emerson Report on Aerospace
• Using the CRIAQ model CARIC was set up to service all of
Canada
• CARIC has made agreements with various organizations
across Canada to set up Regional Offices
• CARIC made a contract with the Ontario Aerospace
Council to subcontract CARIC program delivery in
Ontario to OCE
page 2
AGENDA
• CARIC Programs
• OCE Programs
• AB-ON Program
• Summary
page 3
A National Collaboration Initiative for
the Canadian Aerospace Industry
Funding partner:
5
CARIC’s Mission
1. To facilitate communications and collaboration
among aerospace companies, researchers and
academics…
…and provide financial support to collaborative
R&TD projects.
6
CARIC’s Mission
2. To launch initiatives whose primary purpose is to:
– serve as catalysts for collaboration that can help to overcome
the silo effects;
– promote faster, more relevant R&D.
Our raison d’être
Our core business: R&D projects that lead to
innovative solutions
– Industry focused
Our vision: a key facilitator for the Canadian
aerospace research and technology development
7
Outcomes - Metrics
1) CARIC accelerates aerospace research
Research projects launched (TRL 1-6)
Involvement: academia, research centres and
industry
Funding provided and leveraging factor
Technologies developed
2) CARIC supports student training
Students trained
Involvement of colleges
Outcomes - Metrics (cont’d)
3) CARIC facilitates aerospace network outreach
Research Forum & Workshops on cutting edge research fields
Web Community Portal usage
4) CARIC supports the innovation system
Inventory of research infrastructures
Technological road-mapping
Mobilizing SMEs
Coast-to-Coast Footprint
Toronto
Ottawa
Montréal
Head office
Regional office
Halifax
Winnipeg
10
Vancouver
Board of Directors
23 members
Finance CommitteeScientific Committee Ethics CommitteeResearch
Committee
Executive Committee
Governance
Independent, transparent
authority:
• Selects and approves research
projects
Representation:
• Regional
• Industrial
• OEM
• SME
• Academia and
research centres
11
TRL
Product timeline
Product development, manufacturing, in-service, end of life
FundamentalResearch
Canadian Aerospace Research Continuum
12
Demonstrations
Applied ResearchTechnology Push
&Requirements Pull
Research ThemesProgram management framework
Acoustics, noise control,
environment, security, icing
(ENV)
Composites
(COMP)
Modeling, simulation,
multidisciplinary optimization
(MDO)
Air operation and human
factors - organizational
innovation
(OPR)
Diagnostics, pronostics,
surveillance of components
(DPHM)
Product and system
development, productivity
(PLE-P)
Autonomous systems
(AUT)
Interior design
(INT)
Supply chain optimization
and LEAN
(LEAN)
Avionics and control
(AVIO)
Manufacturing and assembly
processes, quality assurance
(MANU)
13
Project Launch Process
• SOW
• Funding
scenarios
Project
preparation
PartnersSelection and
agreement
14
1 2 3
Industrial
Needs
Business
Outcomes
Project
Launch
4
Project
Idea
• OEMs
• SMEs
• Universities
• Research
Centres
• Colleges
• Expertise
sought
• Technological
milestones
CARIC Collaborative Projects
Low TRL –
Understanding Technology
Mid TRL –
Maturing Technology
Partnership 2 industrial partners + 2 academic partners
Stacking limit 75%
CARIC fundingmax. 10% of eligible project
expenditures
max. 50% of eligible project
expenditures
Funding
recipients
Universities or colleges
delivered
Industries
delivered
15
Funding ScenariosLow TRL-Projects – Provincial Funding
16
NSERC$50k
Provincial$15k
Industries$25k
in-kind $25k
Total Project Value: $125k$100k cash$25k in-kind
Max. 75% in public funding
CARIC$10k
Funding ScenariosLow TRL-Projects – No Provincial Funding
CARIC$10k
in-kind $30k
Total Project Value: $130k$100k cash$30k in-kind
Max. 75% in public funding
Industries$30k
17
NSERC$60k
Funding ScenariosMid TRL-Projects
18
CARIC + others
$50kIndustries
$50k
Total Project Value: $100k (cash + in-kind)
1. Reducing environmental impact through advanced design
of novel aircraft configurations
2. Reducing engine and airframe noise through improved design
or novel materials applications
3. Resource-efficient high-performance development
of materials and manufacturing processes
4. Reducing energy consumption through more electrical aircraft
and highly integrated systems
Canada-EU Collaboration (2015)
19
Areas of common interest :
Canada-European Union Collaborations
Canada-European Union
Coordinated Call
Partnership
(TRL 2-4)
Canada: minimum 2 industrial + 2 academic partners
EU: minimum 3 independent organizations
from 3 different EU member states
Stacking limit 75%
CARIC fundingup to 50%
of the Canadian side’s eligible expenditures
Funding destination Academic and industrial
20
Funding ScenariosCanada-EU Collaboration
21
Industries$25k
Project Value: $100k (cash + in-kind)(Canadian side)Max. 75% in public funding
CARIC$50k
NSERC$25k
• Collaboration and mobilisation are the keys to
consolidate Canada’s competitiveness…
…and CARIC is the tool enabling it.
Conclusion
22
INNOVATION LEADER FOR
INDUSTRY - ACADEMIC
COLLABORATIONS
Academia
IndustryGovernment
• Support applied industry-
academic R&D and
commercialization projects
• Support youth
entrepreneurship
• Advance innovation
agenda
• Drive economic
development outcomes
• Enable access to
advanced research
capabilities
• Enable access to highly
skilled talent
FOCAL POINT FOR
COLLABORATION
CAPITAL ENABLER
OCE APPLICABLE PROGRAMS
INDUSTRY-ACADEMIC R&D COLLABORATION
• Collaboration Voucher Program• Voucher for Innovation and Productivity (VIP I & VIP II)
• Voucher for Industry Association R&D Challenge (VIA)
• Voucher for E-Business (VEB)
• Alberta-Ontario Innovation Program
• Connected Vehicle/Autonomous Vehicle Research Program (CVAV)
• Talent Edge• Internships
• Fellowships
page 26
INDUSTRY-ACADEMIC R&D
COLLABORATION
INDUSTRY-ACADEMIC R&D COLLABORATION (Cont.)
• VOUCHER FOR INNOVATION AND PRODUCTIVITY
• VIP I – $20,000 to address technical challenges that will have a commercial impact, with a focus on
export development
• VIP II – Between $50,000 and $75,000 annually for a business to commercialize IP developed in
Ontario academic research institutions via start-ups or licensing
• VOUCHER FOR INDUSTRY ASSOCIATION R&D CHALLENGE
(VIA)
• Enables cross-sector partnerships between industry associations or consortia of companies and
academia to a address R&D challenges
• VOUCHER FOR E-BUSINESS (VEB)
• Up to $2,500 for “main street” SMEs to connect with Ontario colleges to take advantage of online
tools to drive e-business, market expansion and exports
page 27
Connected Vehicle/Autonomous Vehicle Research Program (CVAV)
• Partners Ministry of Transportation, Ministry of Research and Innovation and OCE
• Invests in innovative new transportation technologies to make Ontario’s roads smarter, safer and more sustainable while improving traffic flow
• Brings businesses and academic institutions together to drive innovations in this rapidly moving area with a focus on projects with high commercialization potential
• Includes research projects on products, services and standards to reduce driver distraction; communications management; data management; connected vehicle technology and improving traffic operations and management
page 28
TALENTEDGE GAINING REAL-WORLD EXPERIENCE AND APPLYING EXPERTISE TO INDUSTRY
PROBLEMS
TalentEdge Internship Program• College and university students and recent graduates work on collaborative industry-driven projects
TalentEdge Fellowship Program• Ontario-based Postdoctoral Fellows (PDFs) /PhD graduates work on industry-driven research and development projects
page 29
OCE APPLICABLE PROGRAMS
(CONT.)
COMMERCIALIZATION
Market Readiness Program
Customer Creation
Company Building
Advancing Health Program
page 30
OCE APPLICABLE
PROGRAMS (CONT.)
MARKET READINESS
• Direct funds early-stage commercialization by start-up
companies.
• Supports the growth of start-ups into scalable businesses.
• Supports companies in both the Customer Creation and Company Building stages of the Customer Development Model, as defined by the Lean Start-up principles.
Market Readiness – Customer Creation
• Minimum $100,000 - Maximum $125,000
• 50% cash, 50% in-kind, OCE invests $125,000, partner must match with a minimum of $62,500 in cash and $62,500 in-kind
Market Readiness – Company Building
• $250,000, 100% cash
• OCE invests $250,000, partner must match with a minimum of $250,000 in cash
page 31
ALBERTA-ONTARIO
INNOVATION PROGRAM
ALBERTA – ONTARIO
PROGRAM
Alberta-Ontario Innovation Program
• Supports cross-provincial collaborations between industry and academia to solve key industry challenges in both provinces
• Managed by Alberta Innovates-Technology Futures (AITF) and OCE. Industry-academic projects can also leverage existing NSERC programs
• Focuses on industry needs that can be tackled through R&D and have economic benefits for both provinces
• Connects industry to researchers who can provide innovative solutions to real-world challenges
page 33
ABOUT THE PROGRAM
• Supports cross-provincial collaborations between industry and academia for
solving key industry challenges in both Ontario and Alberta that can be
tackled through research and development.
• Managed by Alberta Innovates-Technology Futures (AITF) and Ontario
Centres of Excellence (OCE).
• Industry-academic projects that fall within the NSERC (Natural Sciences
and Engineering Research Council) mandate can also leverage existing
NSERC programs.
34
OBJECTIVE
• Generating economic benefits in both provinces, including job creation, job
retention, increased productivity, greater innovation and increased return on
innovation (ROI).
• Companies may use research results to their own advantage or that of their
supply chains.
35
HOW RESEARCHERS BENEFIT
• Gain financial support
• Broaden the scope of their work
• Gain exposure to Ontario companies
• Find collaborative partners in industry
• Strengthen your relationship with other Ontario researchers
• Gain access to new perspectives, knowledge of industry challenges
36
HOW INDUSTRY BENEFITS
• Access matching provincial funds
o (through Alberta Technology futures (AITF) or Ontario Centres of Excellence (OCE)
o federally, through NSERC’s Collaborative Research and Development (CRD) or
Applied Research and Development (ARD) programs.
• Be connected to top researchers who can provide innovative solutions to
real-world challenges
• Access leading edge knowledge and expertise
37
HOW IT WORKS
• AITF and OCE connect companies within and across the provinces.
• Program supports projects that develop innovative products or services addressing industrial challenges in priority areas for Alberta and Ontario:
o Advanced materials and manufacturing
o Energy and environment (including water)
o Nanotechnology
o Agriculture, forestry
o Advanced health technologies
o Life sciences, biotechnology
o Information, communications technologies, digital media
• Involves a two-step, competitive process
o submission of an Expression of Interest (EOI).
o submission of a full NSERC application by those whose are EOIs selected
NSERC will leverage industry contributions from both Ontario and Alberta when the researchers are from academic institutions.
38
FUNDING CONTRIBUTIONS
FOR PROJECTS
• AITF contributes a minimum of $50,000 and up to a maximum of
$250,000 CAD over two years.
• OCE contributes a minimum of $50,000 and up to a maximum of $250,000
CAD over two years.
• For industry-university projects, NSERC CRD may match cash
contribution from industry (exclusive of overhead) up to twice the net
industry cash if the in-kind contribution is at least the same as the net
industry cash.
• For industry-college projects, NSERC ARD grant may match industry’s
total cash and/or in-kind contributions.
39
FUNDING CONTRIBUTIONS
FOR PROJECTS
• AITF contributes a minimum of $50,000 and up to a maximum of
$250,000 CAD over two years.
• OCE contributes a minimum of $50,000 and up to a maximum of $250,000
CAD over two years.
• For industry-university projects, NSERC CRD may match cash
contribution from industry (exclusive of overhead) up to twice the net
industry cash if the in-kind contribution is at least the same as the net
industry cash.
• For industry-college projects, NSERC ARD grant may match industry’s
total cash and/or in-kind contributions.
40
FUNDING CONTRIBUTIONS
FOR PROJECTS
• AITF contributes a minimum of $50,000 and up to a maximum of
$250,000 CAD over two years.
• OCE contributes a minimum of $50,000 and up to a maximum of $250,000
CAD over two years.
• For industry-university projects, NSERC CRD may match cash
contribution from industry (exclusive of overhead) up to twice the net
industry cash if the in-kind contribution is at least the same as the net
industry cash.
• For industry-college projects, NSERC ARD grant may match industry’s
total cash and/or in-kind contributions.
41
HOW FUNDING WORKS
• Industry partner(s) are required to match 1:1 the AITF and OCE
contributions with cash.
• A matching in-kind contribution is also required.
• NSERC’s Collaborative Research and Development (CRD) grants support
well-defined research and development projects in natural sciences and
engineering undertaken by university researchers and their private-sector
partners.
• NSERC’s Applied Research and Development (ARD) grants support well-
defined applied research and development projects undertaken by college
and polytechnic researchers along with their private-sector partners.
42
HOW FUNDING FLOWS
• OCE funds flow to the academic partner.
• AITF funds may flow to AITF’s Applied Research Centers (ARC), CFER
researchers, NINT researchers, ACAMP researchers, or academic partners.
Internal R&D company expenses may be considered and must be discussed
with AITF during the EOI development stage.
• OCE will allow overhead to the Ontario academic partner(s) of up to 20%
of the OCE contribution. AITF will allow overhead to the Alberta academic
partner of up to 20% of the AITF contribution.
• Academic overhead on industry cash contributions is determined by each
academic institution; typical range is between 20% and 40%. NSERC
matching contributions are net of overhead.
43
PROJECT COMPOSITION
ELIGIBILITY
• At least one industry partner(s):
o industry partner with operations both in Alberta and Ontario
o multiple industry partners (one with operations in Ontario, the
other with operations in Alberta).
• One research partner from an Ontario accredited public academic institution
(university, college).
• One research partner from an Alberta accredited public academic institution
(university, polytechnic, or college), AITF’s Applied Research Centers
(ARC), CFER, NINT, or ACAMP.
• A project duration of no more than 24 months
44
EOI EVALUATION CRITERIA,
AREAS FOR ASSESSMENT
• Company partners (team, capacity/commitment to commercialize)
• Project overview
o novelty of the innovation
o quality of proposed research
o commercialization potential
o commercialization plan
• AB/ON economic impact
o consumer benefit sector impact
o meeting industry or government priority areas
• Skills development
o HQP training
45
FOR MORE INFORMATION
Please contact:
Carole Champion
Director, Industrial Engagement
Ontario Centres of Excellence
(416) 861-1092 x4262
or
Alistair Hazewinkel
Investments
Alberta Innovates-Technology Futures
(780) 450-5334
Or see:
http://www.oce-ontario.org/programs/industry-academic-
collaboration/albertaontario#sthash.6oVCRmut.dpuf
46
SUMMARY
DEVELOPMENT OF A
FUNDING STRATEGY
• There are three programs to chose from:
• CARIC
• OCE
• AB-ON
• The chose depends on the needs of the industry partner
• As the CARIC Regional Director I can work with you
and/or can assign you and OCE person to assist in making
the right strategy selection
• OCE has an “Aerospace Team” that is based on a regional
basis in Ontario to assist. AS required this will be expanded
to the whole OCE BD force.
page 48
October 7, 2015: CARIC 2nd Networking Forum
October 8, 2015 OAC/OCE Partnership Event and call for EOIs
Both Events will be held at the Toronto Congress Centre
Fall -Winter 2015: Information Road Show-Waterloo: September 16, 2015
-Centennial: September 18, 2015-UTIAS: September 18, 2015-Ryerson: September 24, 2015-Others: TBD
IMPORTANT DATES
49
Ottawa Office
80 Aberdeen St., Suite 100
Ottawa, Ontario, K1S 5R5
Phone: (613) 726 3420
Toll Free: 1 (866) 759 6014
London Office
UWO Research Park - Convergence Centre
999 Collip Circle, Box #9, Suite 101, Room 115
London, Ontario, N6G 0J3
Phone: (519) 495 9165
Fax: (519) 858 5197
Hamilton Office
McMaster Innovation Park
175 Longwood Road South, Suite 110A
Hamilton, Ontario, L8P 0A1
Phone: (416) 861 1092
Windsor Office
AUTO21 Network of Centres of Excellence
401 Sunset Avenue
Windsor, Ontario, N9B 3P4
Phone: (519) 253 3000 x 4183
oce-ontario.org
Head Office*
156 Front Street West, Suite 200
Toronto, Ontario M5J 2L6
Phone: (416) 861 1092
Toll Free: 1 (866) 759 6014
Fax: (416) 971 7164
Mississauga Office
2655 North Sheridan Way, Suite 250
Mississauga, Ontario L5K 2P8
Phone: (905) 823 2020
Phone: (416) 861 1092
Fax: (905) 823 4141
Waterloo Office
295 Hagey Boulevard, Suite 12
Waterloo, Ontario N2L 6R5
Phone: (416) 861 1092
Fax: (519) 885 5608
Markham Office
7271 Warden Avenue
Markham, Ontario L3R 5X5
Phone: (905) 248 2715
Fax: (905) 479 2055
CONTACTS
OCE AEROSPACE TEAM
Jose Costa: Yonge St east to Belleville and north [email protected]
Gillian Sheldon: Hamilton area [email protected]
Padraic Foley: Niagara Region [email protected]
Julie Lukkarila: Yonge St west to Waterloo and north [email protected]
Alison Empey: SW Ontario [email protected]
Rebecca Tran: GTA [email protected]
Philippa King: Ottawa area and special projects [email protected]
page 51
CONTACT ADDRESSES
Richard WorsfoldDirector, Business Developmentt:905.823.2020 x 3252 m:[email protected]
Ontario Centres of Excellence2655 North Sheridan Way, Suite 250Mississauga, Ontario L5K 2P8t:416.861.1092 • 1.866.759.6014 • f: 416.971.7164www.oce-ontario.org
Join the OCE social networkTwitter • YouTube • Facebook • LinkedIn
Richard WorsfoldRegional Director Ontariot:905.823.2020 x 3252 m:[email protected]
Consortium for Aerospace Research and Innovation in Canada (CARIC)Consortium en aérospatiale pour la recherche et l’innovation au Canada (CARIC)740, Notre-Dame West Street, office 1515Montréal (Québec) H3C 3X6514 313-7561www.caric.aero
page 52
THANK YOU