Investing in Commercialization Partnerships – application information requirements (post-secondary institution applicants)

Important:

  • Before you begin, please complete the PDF Application. If you experience difficulty when opening the PDF Application, please refer to the instructions posted in the FAQs.
  • Please prepare a proposal that responds to the information requested below. Applicants are required to clearly address each item.
  • Review the guidelines for this program carefully to ensure your proposal demonstrates how it meets program requirements and objectives.
  • Attach your completed proposal to the PDF application form using the 'Add Attachments' button on that form.
  • For help with your application, please call FedDev Ontario at 1-866-593-5505.

A. Applicant Information

  • Provide a brief overview of your organization (founding date, history, areas of research and development specialization, affiliated institutes and centres of excellence, etc).
  • For any related projects undertaken previously provide a summary of any federal or provincial government funding your organization has received within the last three (3) years, including:
    • Department/agency name;
    • Program name;
    • Dollar amount and type of assistance;
    • Description and purpose of the funding; and
    • Contact person at that department/agency.

B. Your Organization's Business Model and Impact of the Proposed Project

Project Overview

  • Please provide the following information:
    • Brief overview of your proposed project;
    • Strategic rationale for undertaking your project and how it fits with your mandate and business model;
    • Expected outcomes;
    • Project start and end dates; and
    • Project location(s).

The Technology

  • If applicable, describe the technology(ies) or technology platform(s) to be developed, adopted and/or commercialized, and describe its stage of development.
  • Describe how the development, adoption and/or commercialization of your proposed technology(ies) or technology platform(s) is cutting-edge. This should include a non-technical overview that clearly describes why it is innovative and why it advances the state of the art in your field.
  • Identify any relevant competitive solutions, alternate technology(ies) or technology platform(s). Discuss any similar R&D plans and strategies led by competitors and the potential implications for your project.
  • Describe the technical risks involved and mitigation strategies related to the technology(ies) or technology platform(s) to be developed, adopted and/or commercialized.

Customer Segments & Value Propositions

  • As it relates to your project and your collaborations with industry, describe the key services your institution currently provides, and for each outline:
    • Key client/stakeholder segments (include metrics to describe the levels of activity with each, as well as geographic, market and other relevant information); and
    • Value proposition provided to each client/stakeholder segment (what value you are providing to each).
  • Describe how your project will impact the value proposition to your current key client/stakeholder segments and/or how your client/stakeholder base will grow or change.
  • If applicable, describe in more detail how your project will impact the products and services you offer.
  • Attach evidence, including analysis and underlying assumptions, that validates and substantiates your project's opportunity/need (e.g. market study, support letters from key client/stakeholder groups, etc).
  • Provide an overview of similar or complementary services/programming provided by other organizations, including the degree, if any, that they overlap. Indicate whether your project will create duplication of services and/or create synergies with these other initiatives.

Key Partners

  • As it relates to your project, please provide:
    • Name and location of all partners/collaborators (financial and non-financial); and
    • Their anticipated roles (in terms of customer relationships, channels, key activities and/or key resources).
  • As it relates to your project, attach written confirmation of commitment (financial and non-financial) from relevant partner organizations including evidence of their intended contribution.
  • As it relates to your project, identify and provide ownership details of any for-profit companies affiliated with your organization or your organization's employees.

Customer Relationships & Channels

  • Describe your current outreach activities and provide an overview of your organization's track record of successful partnership/collaboration with and/or delivery of services to small- and medium-sized enterprises/multinational enterprises.
  • Describe how your project will help to develop or strengthen these outreach activities, partnerships/collaborations and/or delivery of services to SMEs.

Key Activities & Resources

  • Describe the key resources currently in place and the key activities currently undertaken to create and deliver your organization's value proposition. Include physical, intellectual, human or financial resources and activities such as problem-solving, research, production or developing partnerships/collaborations.
  • Describe how your project will impact these resources and activities.
  • If applicable, describe the major equipment required for your project and identify whether or not your project will develop into an infrastructure hub or platform available for use by all project members and industry stakeholders after the project is complete.
  • Indicate whether your project involves moving organizational assets (including physical and/or human) from one location to another including details of the assets and where they are being moved from/to.

Cost Structure & Revenue Streams

  • Provide details of how your initiative will be sustained beyond project completion. Include details on sources of revenue/financing, cash flow projections, governance and administration of the initiative.

C. Project Plan

  • Provide an implementation schedule for your project. For each major project milestone please provide start date, end date and key activities.
  • Describe the accountability framework that will be used to effectively manage a multi-disciplinary, multi-institutional project and the management, operational and technical capacity to undertake the proposed project activities. Please include:
    • Project's governance structure and decision-making process;
    • Accounting, administrative and project management capacity;
    • Key human resources within your organization that have the necessary experience/expertise and additional expertise
    • that may need to be acquired from outside the organization; and
    • Other experience and expertise required.
  • Provide a table of budgeted project costs by year and by cost category (labour, consulting and/or professional fees, other non-capital and capital). Describe any underlying assumptions and provide substantiation of forecasted costs (e.g. quotes, tenders, estimates, etc.).
  • Indicate and provide details on whether any partners (including related parties) will incur costs or have ownership of any key resources related to the project.
  • Provide a table of sources of cash funding and their status (to be requested, requested or confirmed).
  • Contributions from FedDev Ontario are typically paid on a reimbursement basis. Explain how your organization will pay for costs prior to being reimbursed or indicate if advances will be required.
  • Attach your organization's conflict of interest policy and describe how a potential conflict of interest would be managed if identified during the project.
  • If applicable, provide a summary of the background intellectual property (IP) necessary to complete the project and confirm whether your organization either owns or is licensed to use all related IP.
  • If applicable, describe how the ownership of intellectual property (IP) is currently managed in your organization and how the ownership of IP developed through the project (foreground IP) will be managed (including what happens to IP if spin-off companies are created). Provide any documents related to your organization's policies and practices.
  • Indicate whether you own the land and/or buildings required for the project.
  • Identify and describe any significant risks and mitigation strategies related to project implementation and achievement of results.

D. Economic Impact and Results

  • Describe why FedDev Ontario funding is required and how it would make a difference. Describe the impact FedDev Ontario funding will have on any or all of the following: project scope (size), location (level of activity in Ontario), timing (project timelines), and economic benefits.
  • As a result of your project, will any of your partners or collaborators establish new operations in southern Ontario? If yes, please describe.
  • With respect to the impacts specific to your project, please provide:
    • Total number of jobs to be maintained as a result of the project;
    • Total number of jobs to be created during the project; and
    • Total number of jobs projected to be created within two (2) years of project completion.
  • With respect to the impacts specific to your project, provide the number of businesses and the number of other organizations expected to be supported by your project, and describe the type of support.
  • Describe and provide any relevant metrics as to how your project promotes any or all of the following program-specific objectives:
    • Increase the capacity of existing and emerging innovation ecosystems within southern Ontario to collaborate with the private sector;
    • Create innovative products, technologies and services through business-led collaborations; and
    • Increase collaborations with businesses, leading to the commercialization of products and services.
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