The Innovative. Operational Programme Innovative Economy Bulletin. Support for entrepreneurs

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Full text

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page 3 Introduction

pages 4-5 Preparation for the launch. The Ministry of Regional Development (MRR) - the Managing Authority

pages 6-9 Preparation for the launch. The Ministry of Economy (MG) – the Intermediate Body – interview with Danuta Sokołowska, the director of the Department of European Funds in the Ministry of Economy

pages 10-12 More B+R in companies – interview with Izabela Wójtowicz, the director of the Research and Development Team of the Polish Agency for Enterprise Development (PARP)

pages 13-17 Discussing measures addressed directly to companies pages 18-19 What do entrepreneurs ask about

pages 20-21 What is written about the innovations

pages 22-23 Innovativeness during Open Days 2007 in Brussels

page 24 News about the Operational Programme Innovative Economy (OP IE) page 25 Good practices

Operational Programme Innovative Economy Bulletin

Support for entrepreneurs

table of contents: pages 13-17

The Innovative

1/2007

Publication is co-financed by the European Regional Development Fund

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Over 90 percent of funds with in OP IE have been designated for measures in B+R areas, innovations, IT and communication technologies.

It is a Programme that is the most incorporated in the performance of the Lisbon Strategy.

Figures

Amount of UE funds and domestic means for the realization of different operational

programmes (OP) in billions of euros

(in brackets there is share in total expenses given)*

Source: MRR

* Programmes for rural areas’ development and fishery have not been included.

** Allocation of all countries participating in the OP European Territorial Cooperation will amount to 1.64 billion euros.

Then, domestic co-financing means of all countries participating in the programme will amount to 0.34 billion euros.

Division of means among PO IG priorities in billions of euros

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Dear Readers,

Nobody needs to be convinced about the benefits

of the European funds. It has been well proven by the research conducted by the Polish Agency for Enterprise Development. As many as 95 percent of entrepreneurs surveyed by PARP claim that the subsidy has increased their competitiveness. Most companies claim also that the EU support has improved the quality of their products or services (96 percent), added to offer expansion (89 percent), introduced modern technologies (87 percent), lowered production costs (85 percent)

and improved business profitability (80 percent).

One should however remember that the money is not easy to obtain and the Operational Programme

Innovative Economy (OP IE) has significantly

raised requirements in relation with the Sectoral Operational Programme – Improvement of the Competitiveness of Enterprises (SPO – WKP) performed earlier.

On nd October 007 OP IE was accepted by the

European Commission and on 30th October the

Programme was adopted by the Council of Ministers. The Programme, templates of subsidy applications and agreements are still being particularized. We are waiting for the last ordinances enabling the launch of other measures.

We already today inform entrepreneurs from which

measures they can finance their enterprises.

However, in order to get to know the rules of using OP IE instruments in detail, one should wait for

final criteria indicating terms that should be met by a project and a beneficiary. In the next issues of

The Innovative we will present measures for the

remaining groups of beneficiaries.

We publish the most important news relating to OP IE and we have also decided to issue information on innovativeness released in the media. Knowledge on innovations will allow entrepreneurs

to understand better the Programme’s specifics

and perhaps this will constitute an incentive for an interesting project.

We will also present the most interesting and innovative projects performed within the

SPO-WKP. Their beneficiaries have gained experience

that allows for planning new and ambitious undertakings. Perhaps they will try to gain support for them within the OP IE.

I hope the new bulletin will deserve your credit and will be helpful in your efforts in gaining the EU subsidies for the development of new, innovative enterprises.

Agnieszka Jankowska Director of the Managing Department for Competitiveness and Innovativeness Programmes

We already today inform entrepreneurs from which

measures they can finance

their enterprises.

Bulletin about the OP IE is published by The Ministry of Regional Development Managing Department for Competitiveness and Innovativeness Programme

Information and Promotion Team Wspólna /4 Street, 00-96 Warsaw

phone: (+48) 022 461 32 34

Coordination: Aneta Sławińska, Joanna Zawadzka Publication is co-financed by the European Regional

Development Fund

Concept: Smartlink Sp. z o.o.

ul. Kościerzyńska 7, 60-446 Poznań

e-mail: biuro@smartlink.pl, www.funduszeonline.pl Editing: Jerzy Gontarz

Graphic design: Maciej Mazur

Composition and infographics: Mariusz Mamet/Mac Map

Proofreading: Agata Rokita

Phot. on the cover Janusz Tatarkiewicz Ministerstwo Rozwoju Regionalnego

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9.7 billion euros have been designated for the reali-zation of the OP IE (EU share amounts to 8.3 billion euros). The Programme postulates the support of innovative undertakings in the sector of enterprises, business environment as well as research and de-velopment. Entrepreneurs can count here on co-fi-nancing of investment projects related to the use of technological solutions leading to the implementa-tion of new products and services, industrial desig-ns or the modernization of ways of company ma-nagement. The OP IE encourages entrepreneurs to develop R&D business and invest in IT technology. There are instruments in the Programme that en-hance investment possibilities of risk capital funds and encourage to create and support innovative companies. There are also means for projects

mo-dernizing administration services for entrepreneurs and allowing to compile new, over-regional tourist products.

A chance for Poland and its regions

During a conference „Things shape well between us – we have programmes” held in the beginning of October in the Royal Castle in Warsaw, the Com-missioner for Regional Policy recalled that Poland would be the biggest beneficiary of the cohesion policy. In the years 2007-2013 Poland will receive in total 67.3 billion euros from the EU. “I think that thanks to well prepared programmes Poland and its regions will fully use chances, created by the European regional policy,” said Danuta Hübner.

Innovative Poland

Assumed results of OP IE:

• growth of innovative enterprises’ share from 42% to 52%

• growth of companies’ share in expenses for R&D from 27% to 40% • growth of outlay on R&D from 0,57% to 1,5% GDP

• 70 000 new job places in companies and R&D sector • 65 newly created centres of technology transfers

• about 300 enterprises will use risk capital and private investors’ capital • about 4 000 enterprises will obtain support in the scope of export promotion • preparing areas for 140 new investments

• growth from 20% to 60% of eService share in administration

• equipping about 100 000 of households threatened with „digital exclusion” with broadband access to the Internet

• support in the scope of electronic economy for about 13 000 companies • growth of the number of tourists visiting Poland from 15.2 to 21 million per year

On 2nd October 2007, Danuta Hübner, the Commissioner for Regional Policy,

signed the European Commission’s decision adopting the Operational

Programme Innovative Economy (OP IE) for realization. It is the result of

multi-month work of the Ministry of Regional Development – the Managing

Authority of the OP IE, Intermediate Bodies and other institutions involved in

the preparation of the Programme.

Innovative Economy is not a continuation of the SPO-WKP. Entrepreneurs planning investments similar in character to those realized within the very popular activity 2.3 SPO-WKP should interest themselves in the Regional Operational Programme of their voivodship.

Fot. MRR

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5 „Our problems are solved in a modern and

non-standard way. Hence, the Programme Innovative Economy has been launched as a tool for the sup-port of research and development, for cooperation between the economy and science,” said Grażyna Gęsicka, the minister of regional development. Works over the Programme has lasted since the beginning of the last year. On 19th December 2006 the Council of Ministers adopted the Operational Programme Innovative Economy (OP IE) 2007- -2013 in the version including remarks made du-ring social consultation and recommendations re-sulting from the ex-ante evaluation and strategic assessment on the influence on environment. On 6th February 2007 the OP IE was directed to the European Commission and one week later it was admitted to the negotiation procedure.

Months of negotiations

On 26th April 2007 the European Commission re-ported remarks in the form of a negotiation mandate which related mainly to the diagnostic part, SWOT analysis, strategic part and the issue of justifying the selection of priority axes and instruments within the OP IE, as well as OP IE monitoring indices and implementation part. The European Commission’s official standpoint constituted a basis for negotia-tions of the Programme which lasted from 29th May to 25th September 2007 when the Polish party directed to the European Commission the Programme’s text as an official standpoint worked out during the negotiations. Poland was represen-ted by the Ministry of Regional Development as the Managing Authority of the OP IE. There were two formal negotiation rounds and many technical and business meetings relating to e.g. specific support areas, realization system and indices within the OP IE. As a result of the negotiations the final content of the Programme was established which was ac-cepted both by the Polish party and the European Commission.

Big money: for whom and for what

All enterprises regardless of size will be able to use the support within the OP IE. However, small and medium-sized enterprises will be prioritized. An en-try has been added to the Programme saying that at least 65% of means allocated for direct support for enterprises within the OP IE will be directed to beneficiaries of Small and Medium-Sized Enterpri-ses (SME).

Support will be available for investment projects related to the usage of new technological solutions leading to the implementation of new products and services (measure 4.4).

But here the subsidy may be granted only to en-trepreneurs planning innovative projects at least on a national scale or on an international level and of value (including qualified costs) above 8 million zlotys and below 160 million zlotys. The maximum value of support for such investment enterprises may amount to as much as 40 million zlotys. The Programme supports goal-oriented projects (the stage from research to the implementation of a prototype) and projects implementing the results of research and development works (measures 1.4 and 4.1), as well as encourages companies to invest in their own research and development business and the compilation of new industrial de-signs (measure 4.2). There is also an offer to intro-duce electronic services in small companies. This money will be designated for two kinds of invest-ment: subsidies for micro and small enterprises for the purchase of services, equipment and software (support up to 200 000 zlotys) and subsidies for groups of companies wanting to build a common enterprise in the Internet. It is about projects like creating electronic purchase systems and repor-ting modules (minimum subsidy value amounts to 100 000 zlotys).

It should be highlighted that the OP IE is not a continuation of the Sectoral Operational Program-me – ImproveProgram-ment of the Competitiveness of En-terprises 2004-2006 (SPO-WKP). Entrepreneurs planning investments similar in character to those realized within the very popular measure 2.3 SPO-WKP will be able to obtain support within one of the sixteen Regional Operational Programmes opera-ting in their voivodship. Training and consultative activities may be realized only as a component of an investment project, not separately. See more details about the support for companies in the furt-her part of the bulletin.

More details

Already in the beginning of the year the preparations for the launch of the Programme started in order to enable the announcement of first contests on the turn of 2007 and 2008 (at first within measures in which public aid for potential beneficiaries is not identified). There are works in progress over detailed guidelines, criteria of selecting projects and subsidy application templates. The works are coordinated by the Ministry of Regional Development.

Agnieszka Jankowska Director of the Managing Department for Competitiveness and Innovativeness Programmes

116 key projects (investments of strategic significance for national development) of total value of 3 billion euros have been registered on the basis list within the OP IE. In order to obtain a subsidy, each of these projects has to meet all criteria approved by the OP IE Monitoring Committee.

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The Ministry of Economy (MG) serves as the In-termediate Body of 1st degree for a few priority axes of the Operational Programme Innovative Economy (OP IE). What tasks does the Ministry of Economy perform with regard to this func-tion? Is this part of the Programme, which is subject to the MG, exclusively related to meas-ures directed to entrepreneurs?

Pursuant to the established OP IE implementa-tion system, the Ministry of Economy will serve as the Intermediate Body (IP) for priority axis III. Capital for innovations, IV. Investments in

inno-vative undertakings, V. Diffusion of innovations and priority axis VI. Polish economy on the in-ternational market. With regard to their realiza-tion the Ministry of Economy will be responsi-ble for the usage of public means amounting to 4 411 million euros, i.e. over 50 percent of the whole pool designated for the OP IE (the

allo-cation on specific OP IE measures included in

the MG’s competences is presented in the table below.)

Interview with Danuta Sokołowska, the director of the Department of European Funds in the Ministry of Economy

About 90 percent of means at MG’s disposal within III-VI axes have been designated for measures whose direct

beneficiaries are entrepreneurs

Preparation degree of aid programmes regulating measures in which public aid is identified

Ordinance/ Act Measure Preparation degree

Ordinance of the Minister of Regional Development on granting

financial aid by the Polish Agency for Enterprise Development within the Operational Programme Innovative Economy (OP IE)

2007-2013 1.4, 3.1, 3.3, 4.1, 4.2, 4.4, 5.1, 5.2, 5.4 After cross-governmental consultations. Planned implementation date: to the end of 2007.

Ordinance of the Minister of Regional Development on granting

financial aid by the Polish Agency for Enterprise Development

within activities 1.4 and 4.1 of the Operational Programme

Innovative Economy (OP IE) 2007-2013

1.4, 4.1 In progress. Planned implementation date: Q2 2008.

Ordinance of the Minister of Regional Development on granting

financial support by the Polish Agency for Enterprise Development

within measure 5.3 of the Operational Programme Innovative

Economy (OP IE) 2007-2013

5.3 In progress. Planned implementation date: Q2 2008.

Ordinance of the Minister of Regional Development on granting

public aid by the Polish Agency for Enterprise Development within the Operational Programme Innovative Economy (OP IE)

2007--2013 for supporting the creation and development of electronic

economy

8.1, 8.2

During self-governmental consultations. Planned implementation date: to the end of 2007.

Ordinance of the Minister of Interior and Administration on

granting public aid by the Implementation Authority for European

Programmes within the Operational Programme Innovative

Economy (OP IE) 2007-2013 for ensuring the delivery of

broadband Internet access service

8.4 In progress. Planned implementation date: to the end of 2007.

15th June 2007 Ordinance of the Minister of Economy on financial

support granted by the National Capital Fund 3.2 Implemented on 14th July 2007 (Journal of Laws, No. 115, item 796)

Act on some forms of supporting innovative business 4.3 Adopted by the Council of Ministers. Planned implementation date: to the end of 2007.

Ordinance of the Minister of Economy on financial aid for new investments of high importance for economy granted within

measure 4.5 “Support for investments of high importance for

economy” of the Operational Programme Innovative Economy

2007-2013

4.5

After cross-governmental consultations. Planned implementation date: to the end of 2007.

Ordinance of the Minister of Economy on granting de minimis aid to entrepreneurs participating in the “Passport to export”

programme within measure .1 of the Operational Programme

Innovative Economy 2007-2013

.1

After cross-governmental consultations. Planned implementation date: to the end of 2007

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The Managing Authority of the OP IE by right of an

agreement has entrusted MG with tasks from the scope of, among others, the preparation and selec-tion of projects, the management and monitoring of

individual key projects, the management of budget means and the monitoring of activities of priority axes III-VI. As the IP, the economy department is

also assigned to compile project selection

crite-ria and implementation system establishments. The service of key projects by MG is connected

with the monitoring and supervising of correct and prompt preparation for realization of enterprises in-cluded in the list of individual projects. One of the

key MG’s functions is also ensuring compliance of the realized projects with EU and domestic rules,

including public aid rules.

The OP IE is dedicated to entrepreneurs. About 90 percent of means at MG’s disposal within axes

III-VI have been designated for activities whose

direct beneficiaries are entrepreneurs. 65 percent

of means have been designated, pursuant to Eu

-ropean Commission’s postulate, for Small and Medium-Sized Enterprises (SME). Projects within the OP IE will be realized by enterprises, as well as business environment institutions, technology

parks, centres of advanced technologies, units of territorial local government and their subject in-stitutions. Projects addressed to entities from this group include, among others, the selection of

in-novative ideas, their pre-incubation (i.e. creating a

new enterprise on the basis of an idea), and then fi

-nancial support. There are also measures planned

that will make it easy for entrepreneurs to access

high quality business services necessary to run in

-novative business. The activities will at the same time add to the increase of the number of innova-tive enterprises.

With what implementation institutions will MG cooperate and what does such cooperation look like?

Some tasks connected with the implementation of

priority axes III-VI will be entrusted by the Minis

-ter of Economy to the Polish Agency for En-terprise Development which will be the Intermediate Body

of 2nd degree (IP II). Tasks entrusted to IP II in

-clude, among others, the organization of project in-take and assessment, monitoring their realization, the control and detection of misstatements. IP II

will also gather financial and statistical information

related to projects realized within entrusted meas-ures and conduct informative, promotional and

training activities about the OP IE.

There are works in progress on the OP IE

de-tailed description. When will the final version

of the document be ready? Will the mandatory criterion within measure 4.4 New investments of high innovative potential remain? According to this criterion support will be granted to an in-vestment consisting in the purchase of a tech-nological solution used globally for the period of no longer than 3 years.

Works on Detailed description of OP IE priority

axes are in progress. The document will be cre-ated as the result of the cooperation of the

Man-aging Authority (MRR) and Intermediate Bodies. In April this year the project of measure cards being

the part of the document was consulted with the

entrepreneurs’ environment during conferences in

Warsaw, Lublin and Poznań. The document’s pos

-tulates were also presented for public consultation

via MRR website. After it was finished, MG verified

and directed the version of Detailed description...

within axes III-VI to the Managing Authority. Before

the document is published, project selection criteria

should be approved by the Monitoring Committee. The Committee’s meeting will be held at the end of November this year. Then, pursuant to Article 26,

paragraph 1, point 2 and 3 of the act on rules of

conducting development policy, the document will

be directed to the minister of regional development

for final approval.

Contrary to Regional Operational Programmes the

OP IE postulates the support of innovations of pos

-sible short global usage period or those with the

highest expansion potential as they are the most significant in modernization and improvement of the Polish economy on the international market. The aim of measure 4.4 New investments of high

innovative potential is the support of production and service enterprises in gaining technological solutions of high innovativeness degree. The

new-ness criterion of a technological solution (the global usage period of a technology is max. 3 years or the

degree of its expansion in a given global business

line is not higher than 15 percent) is applicable in

measure 4.3 Technological Credit, 4.4 New invest

-ments of high innovative potential and 4.5 Support

for investments of high importance for economy.

Detailed information on documenting the fact that the criterion has been met will be included in the

in-structions for applicants. They will be created after

the approval of the abovementioned documents.

The launch of application intake depends on the Monitoring

Committee’s approval of the final

criteria and on the publication

by MRR of the final version of Detailed description of OP IE priority axes and templates of

application documents.

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When can we expect the first contests on sup -port for the enterprise sphere within the OP IE? In what advance will the contests be an-nounced?

The launch of the application intake depends on

the Monitoring Committee’s approval of the final

criteria and on the publication by MRR of the fi

-nal version of Detailed description of OP IE priority

axes and templates of application documents. Also,

the start of the application intake is conditioned by

the end of works on ordinances, being the aid pro-grammes, vital in the case of measures in which

public aid is present, and by their implementation.

MG has prepared projects of ordinances for meas-ure 4.5 Support for investments of high importance

for economy and measure 6.1 Passport to export.

Both projects are during cross-governmental and public consultations. Most measures will be

gov-erned by the ordinance of the minister of regional development on granting financial aid by the Polish Agency for Enterprise Development within the OP

IE, therefore the implementation of this aid pro

-gramme is also crucial.

It should be highlighted that ordinances regulating

support within the OP IE postulate granting pub

-lic aid on the basis of so called group exclusions;

hence, they are not subject to the European Com

-mission’s notification but only to the opinion of the

president of the Office of Competition and Con

-sumer Protection (UOKiK).

Where should entrepreneurs look for information about support possibilities within the OP IE? The best source of information is the website of

the Ministry of Regional Development (www.mrr. gov.pl) that includes finally approved versions of specific programme documents and instructions necessary, among others, for proper preparation of

investment projects by entrepreneurs. MRR’s topi

-cal websites, like www.funduszestrukturalne.gov.

pl or www.konkurencyjnosc.gov.pl should also be

recommended.

Information on the possibilities of gaining support

within the OP IE is also placed on the MG’s website

(www.mg.gov.pl) and the Polish Agency for Enter

-prise Development website (www.parp.gov.pl).

The list of key projects on the indicative list to the Programme that will be realized outside the contest process is also known. Could you ex-plain to the readers the difference between the

projects from the list and the projects filed by

other applicants within the contests?

Individual key projects are the most important in

-vestments for realization in the forthcoming years with the usage of EU means. Among them we have

enterprises of strategic significance whose imple

-mentation will add to the acceleration of Poland’s

socio-economic development. The list of individual projects for the Operational Programme

Infrastruc-ture and Environment 2007-2013 and the Opera

-tional Programme Innovative Economy 2007-2013

was announced on 5th October this year. This end

-ed the process of project applying and introducing

changes in the list.

Registering a project on the list of individual projects is a conditional declaration of its realization and is connected to the reservation of means within the

Programme’s budget. These projects will not there

-fore be subject to further contest procedure and will not compete for the means with the remaining

projects. Regardless of that, a beneficiary, in order to obtain a subsidy for a project registered in the

list of individual projects, has to present complete project documentation for assessment and a

sub-sidy application; also, the beneficiary has to obtain

a positive result of the formal and essential

assess-ment of the subsidy application with required at

-tachments.

The Interviewer Joanna Godlewska Ordinances regulating the

sup-port within the OP IE postulate granting public aid on the basis of so called group exclusions; hence, they are not subject to the European Commission’s

notification.

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Priority axis Measure Measure’s postulates Allocation amount

III.

Capital for

innovations

3.1 Initiating of

innovative activity The measure consists in creating favourable conditions for the development of innovative business thanks to the identification of innovative ideas (including those from the scientific environment).

3.2 Supporting for funds of high risk capital

The measure consists in the support of projects in the scope of the creation and development of risk capital funds designated for the support of innovative

enterprises on the first growth stages.

180 million euros 3.3 Development of system facilitating investments in SME’s

The realization of the measure will allow for the support of entrepreneurs in

their preparation to gain an external financing source. The measure aims also

at supporting the network of private investors and increasing the awareness

about benefits and services offered by such networks.

50 million euros IV. Investments in innovative undertakings 4.1 Support for implementation of results of R&D works

The improvement of enterprises’ innovativeness level through supporting of

the implementation of the results of R&D works realized within measure 1.4.

Measure 4.1 is the 2nd stage of measure 1.4 realized within priority 1. The

measure consists in subsidizing projects including technical, technological or

organizational enterprises (industrial and pre-competitive research) conducted by entrepreneurs or groups of entrepreneurs.

390 million euros 4.2 Stimulation of R&D activity of enterprises in the scope of industrial design

The improvement of the competitive position of companies through supporting

enterprises leading to the implementation of technology and production

innovations. million 18

euros 4.3 Technological

credit The measure consists in granting a technological credit on market conditions designated for the financing of an investment consisting in the implementation of a new technology, both one’s own and acquired, in the launch of the

manufacture of new products or the modernization of manufactured products

or rendering new services on the basis of this technology.

410 million euros 4.4 New investments of high innovative potential

The measure consists in the support of production and service enterprises in

the scope of new investments and, necessary for their realization, consultative

and training projects, including the acquisition of technological / organizational solutions used in Poland for no longer than 30 months.

1 420 million euros 4.5 Support for investments of high importance for economy

The measure consists in the support of investments of high innovative

potential having significant meaning for the economy due to socio-economic influence, including the amount of investment outlay together with generating

a high rate of return from the investments or generating a big number of new

job places, in particular for highly qualified employees.

1 420 million euros V. Diffusion of

innovations 5.1 Support for su-pra-regional coope-rative relations

The measure consists in the support of common enterprisers of groups of entrepreneurs aiming at the strengthening of relations among entrepreneurs, and between enterprises and business environment institutions.

104 million euros 5.2 Support for business support institutions providing pro-innovative services and their supra-regional networks

The measure consists in the support of the creation and development of

business environment institutions (IOB) being the part of the network of supra-regional significance and institutions of national significance rendering

services for entrepreneurs in the scope of conducting innovative business. million euros 5.3 Support for

inno-vation centres The measure consists in the support of the initiatives realized through centres located in the areas of the highest growth potential. million 190 euros 5.4 Intellectual

pro-perty management The aim of the measure is the framework of effectiveness of the innovation market functioning, in particular in the scope of the flow of innovative solutions through popularizing the usage of the industrial property right, including gaining industrial property protection rights.

39 million euros VI. Polish economy on the international market .1 Passport to

export The aim of the measure is strengthening of the position of the Polish economy through promoting Poland as an attractive economic partner and a place of making valuable business contacts, as well as enhancing the size of

Polish export and sales on the JRE and extending the number of enterprises conducting export business and sales on the JRE.

92

million euros .2 Development of

networks of services centres for investors and those selling outside Poland and development of new investment areas

The measure consists in the rise of investment level through improving the

quality of investors’ and exporters’ servicing and enhancing the attractiveness

of areas for investment projects. 73 million euros .4 Investments in tourism products of supra-regional importance

The support of investments for the creation of competitive and innovative

tourist products of supra-regional character. 138 million euros .5 Promotion of

Polish economy The measure consists in the strengthening of economy competitiveness through the improvement of Polish economy image among international

partners and the improvement of access to information about Poland, the possibilities of making economic contacts.

78 million euros Allocation on measures within the competences of the Ministry of Economy as the Intermediary Body of 1st degree for the Operational Programme Innovative Economy 2007-2013

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The Polish Agency for Enterprise Development has been added many tasks connected with the implementation of the new programmes. Only from the Operational Programme Inno-vative Economy PARP will implement several measures. How will the functioning of the Agency change?

There are more tasks indeed but we have been preparing for this since the beginning of the year. In April there was reorganization of the measures planned for implementation and new teams were

created with specific tasks to realize. People who

will deal with implementing of given instruments are at present busy with their preparing. Now we have to make a few corrections with regard to the fact that in autumn new tasks appeared. However, it will not be a serious organizational change.

We try to employ people with specific knowledge and experience so that they fit better in the specif

-ics of a given measure and be the most beneficial

during the preparation of documentation and then during project servicing. We have also elaborated cooperation mechanisms between teams and

with entrepreneurs. PARP is well prepared in the

scope of organization.

Your department will implement three measures of the Innovative Economy.

Three measures that constitute two instruments. One instrument consists of measures 1.4 and 4.1 (the support of research projects ending with the implementation) and the other is the measure 4.2

(the development of R&D business in enterprises or

design projects.)

During the last Educational Forum for SME a

discussion on innovativeness criterion flared

up. Has it already been established how the

innovativeness criterion will be defined in the

Programme?

It has not yet been specified; there are still works

in progress in this subject. In a few weeks we will

be able to define more precisely in what direction

it goes. The criteria conception has to be approved by the Monitoring Committee. By the time this work

is finished, we will talk about some projects, postu

-lates, how this will be verified. Whereas in the case

of projects related to the development of research

and development business (one of project types in measure 4.2) we were against introducing such a criterion there, as we can discuss only projects that are to focus on investing in the development of a laboratory. It means that entrepreneurs need to be

encouraged to develop R&D business and at this

point the research subject is not a priority.

It is hard to imagine the functioning of this type of a criterion when it comes to design.

Here the criterion may be useful in order to exclude simple design projects where in fact we face indus-trial or applied design but there is no added value and this is a repetitive solution that could have been used before. For example a clothes company de-signs a new dress – such projects should not be a priority. So a criterion relating to innovativeness should be introduced here in order to support design

business initiating newness of more significance in

the industry.

Interview with Izabela Wójtowicz,

the director of the Research

and Development Team of PARP

It may turn out that research results are good and a solution may be introduced but from the economic point of view its implementation will be

unprofitable. In this case the

money will not have to be returned.

Fot. Piotr Waniorek/Żelazna Studio

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Will PARP cooperate with e.g. the Institute of Industrial Design (IWP) in the scope of the im-plementation of this measure?

In general they are complementary measures with

IWP’s own project which will be realized by the In

-stitute of Industrial Design within the fifth OP IE pri

-ority axis. IWP’s project is to prepare entrepreneurs

for the cooperation with consultants in the scope of industrial design. Measure 4.2 is to be such a

clo-sure of entrepreneurs’ participation in IWP’s own

project. The Institute will provide both trainings and consultations for such enterprises that potentially

may be interested in design. It will present benefits

of employing designers or introducing industrial

design. IWP’s project is directed to the increase of entrepreneurs’ awareness and teaching them how

to cooperate with a designer, what to require, what to pay attention to during the realization of a new design project.

A natural consequence for the participants of IWP’s

own project may be elaborating of a design project and gaining a subsidy for the investment or con-sultative part within measure 4.2.

Let’s go back to measures 1.4 and 4.1. If a com-pany works on a new solution using a subsidy from measure 1.4 and if it turns out that there

are no market chances or it may be unprofit -able, will the entrepreneur receive a subsidy to cover project expenses?

Yes, it is already included in the programme docu-mentation. Of course, during assessment we will try to select such projects that promise well. How-ever, we are not able to foresee research results. It may turn out that research results are good and a solution may be introduced but from the economic

point of view its implementation will be unprofit -able. In this case the money will not have to be returned. So when it comes to this issue, entrepre-neurs should not be afraid to enter into such enter-prises. They should not be afraid that they will bear costs and then it may turn out that they will have to return the obtained means. In the case of failure in the achievement of planned results or when it will

not be profitable to implement a tested solution, a

subsidy will not have to be returned.

From measure 4.1 one can also subsidize projects that have been elaborated within the Technological Rod (the programme Technolog-ical Initiative I.)

Yes, it is an exception. In the instrument 1.4-4.1one can apply for a subsidy for the whole process – from the research to the investment connected with the implementation. However, there is an excep-tion for those entrepreneurs who have obtained a subsidy for the research within the Technological

Rod – they will be able to apply for a subsidy only

for the implementation part.

Some of such projects financed by the Minis -try of Science and Higher Education have al-ready been realized or are being realized. Will the intake for them to 4.1 be launched in this situation?

In such a situation the „rod” project will be treated somewhat differently. An entrepreneur will be able to apply to 4.1 anytime after the launch of applica-tion intake, i.e. during the realizaapplica-tion of the research

part or after it is finished. However the investment part related to research results’ implementation

must not start at this point. It is connected with re-quirements relating to public aid for investments – an enterprise cannot be launched before ob-taining information from a body granting aid about

the fact that the project is qualified for a subsidy

on principle. If entrepreneurs who have used the

Technological Rod want to obtain a subsidy for an implementation from the OP IE, they cannot at the

time start investment activities.

Will PARP cooperate with the Regional Financ-ing Institutions (RIF) on the implementation of the OP IE measures?

We project that we will use RIF’s assistance in the

scope of stationary control of projects subsidized within measure 4.2. We do not however project

RIF’s participation in earlier stages, i.e. with ap -plication intake, ap-plication assessment, signing of agreements or settlement. Broad cooperation

with RIFs, together with their participation in the

intake, payments and control, is projected within measure 4.4.

Cooperation with a promoter is not mandatory. We project it within measures 4.2 and 4.4.

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Promoters. „They are people who will come to an enterprise, conduct something like an initial technological audit, talk with people, discuss the idea and indicate the possibility and legiti-macy of subsidizing an enterprise with the OP IE

funds. It has to be someone prepared for verifi -cation of an entrepreneur’s idea in the scope of

its qualification for the OP IE programme” – this

is how a project promoter’s role was perceived. What does this conception look like now? This quotation is more or less like the present con-ception. We want promoters to be competent in a

given realm; they have to know the specifics of given measures and criteria. Promoters will not conduct

application assessment. They will not in fact deal with an application but with a so called project card – a shortened project description (basic data about tasks, projected costs, results, information about the

applicant). The card is to simplify the verification of

the fact whether a planned enterprise and an

ap-plicant fit in a given measure. On the basis of such

a card a promoter will be able to determine whether

a project is qualified in a given measure or will be qualified after proper corrections in the conception.

Only after an entrepreneur has obtained informa-tion from a promoter, he or she may prepare a

proper application that should be filed in PARP in the case of measure 4.2 or in RIF in the case of 4.4

(we do not project promoters in 1.4-4.1). A promot-er will allow an entrepreneur to make sure whethpromot-er he or she is heading the right way. An entrepreneur

after receiving a promoter’s positive opinion will be able to start the realization of the project on one’s

own responsibility and bear qualified expenses. He

or she does not have to wait for the process of ap-plication assessment to end. Cooperation with a promoter is not mandatory, it is voluntary.

A consultative component is admissible with most projects. With regard to that, will the sy-stem of application accreditation function? No, it will not. An entrepreneur will choose an exe-cutor he or she would like to have.

Can also big enterprises use measures 1.4, 4.1 and 4.2?

This is the plan. It will be possible after the adop-tion of the amendment of the act on the creaadop-tion of

the Polish Agency for Enterprise Development and an ordinance that will allow PARP to grant support

also to big enterprises.

What would be your message to entrepre-neurs?

At this point we would like to ask for your patience.

Entrepreneurs should wait and follow documents appearing on MRR websites, as well as informa -tion packets on our website. It will allow them to prepare better for new projects.

The Interviewer Jerzy Gontarz A promoter will not deal with an

application but with a so called project card – a shortened project description. The card is to simplify

the verification of the fact whether

the planned enterprise and the

applicant fit in a given measure.

Fot. Piotr Waniorek/Żelazna Studio

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START-UPs

Measure 3.1 Initiating of innovative activity has been created in order to increase the number of companies based on an innovative idea. Sup-port for the start-up will consist of three compo-nents: consultancy in the scope of the creation of a new enterprise, opening of infrastructure and services, and financial support for the new en -trepreneur.

However, a single entrepreneur will not apply for assistance to PARP but institutions that will grant a double-stage support for new innovative enterprises. The first stage consists in identifying innovative solutions and checking their market potential. How will this be done? The institutions will conduct research of innovative solutions, market analysis in a given realm; they will help to elaborate a business plan and prepare a com-pany to start business based on the innovative solution. For this stage the institution will receive up to 100% of expenses.

Then the other stage of support begins. It con-sists in capital investment in a company created as a result of activities undertaken in the first stage. The investor is a venture capital fund op-erating with or within an entity receiving the sup-port (up to 50% of shares in the created compa-ny). Capital engagement in the company cannot be longer than 10 years. The total value of aid means within stage I and II per one entrepreneur cannot exceed 200 000 euros and in the case of entrepreneurs with businesses in road sector – 100 000 euros.

The other stage is a completely renewable in-strument since the means obtained after leaving of the investment will be directed to the account of the business environment institution (venture capital fund operating with it) for the purpose of continuing activities in this scope.

Prototype + implementation

PARP will implement an instrument consisting of two measures: 1.4 Support for goal-oriented projects and 4.1 Support for implementation of results of R&D works. They are integral towards each other and one application template will be assigned for

both measures. The aim of measure 1.4 is to de-liver to entrepreneurs the biggest support that will enable to gain new innovative tools and products for the development of their businesses and market competitive positions. Goal-targeted projects serve this purpose; R&D works constitute their basic part. Stage I covers industrial research and development works conducted by entrepreneurs (on one’s own or through cooperation with science units) to the mo-ment of the creation of a prototype.

Qualified expenses in stage I (described in detail in measure cards) include: remuneration together with remuneration derivatives of people engaged in the project realization, the purchase or exploita-tion costs of equipment, covering costs of building amortization, the acquisition of property right or land perpetual usufruct (everything in the scope and pe-riod in which it is used for the needs of the supported project), the acquisition of intangible and legal values on market condition in the form of patents, licenses, unpatented technical knowledge and the purchase of research, consultancy services and parallel serv-ices used solely for the needs of a project.

The budget of measure 1.4 amounts to 390 million euros. At this point the minimal value for project sup-port has not been defined for most voivodships (only in the Mazovian and Łódzkie Voivodships the bottom subsidy point of 400 000 zlotys applies). Maximum subsidy amounts to 50% for big companies, 60% for medium-sized companies and 70% for small compa-nies (depending on the region) and no more than 20 million zlotys. The minimum beneficiary’s own con -tribution amounts to 30% for industrial research and 55% for development works.

Stage II supported within measure 4.1 covers the preparation for implementation and the implemen-tation of the results of R&D works financed within measure 1.4 or from Technological Initiative (the programme realized by the Ministry of Science and Higher Education) through investments (the pur-chase of fixed assets or intangible and legal values). The condition of project realization at this stage is the economic legitimacy of the implementation of R&D works’ results being the effect of the realiza-tion of research part – the results of market research should indicate profitability of the implementation and technology commercialization being the subject to the project (project market potential).

Science institutions, research and development institutions, business

envi-ronment institutions and enterprises will be supported within the OP IE. This

time we describe measures that can be used directly by companies.

Descrip-tions are to bring the specifics of given measures closer to beneficiaries and

check whether and in what purpose they can use them. Precise entries

in-cluding criteria relating to projects and compilations of qualified.

Industrial research aims at gaining new knowledge and skills in order to elaborate new products, processes and services or implement significant improvements to the existing products, processes or services.

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Qualified expenses include: the acquisition of build -ing property right, the acquisition or cost of creat-ing fixed assets related to the implementation of indus -trial research results and development works by an entrepreneur, the cost of building works and mate-rials, the purchase of intangible and legal values in the form of patents, licenses, unpatented technical knowledge, repayments of land and building initial value excluding returnable leasing, repayments of initial value of fixed assets or intangible and legal values excluding returnable leasing.

The maximum support that can be obtained for the implementation amounts to 20 million zlotys. The value of qualified expenses should not exceed 200 million zlotys.

R&D and design

SWOT analysis in the sector of enterprises oper-ating in Poland indicates a low level of their inno-vativeness, which is revealed by, among others, small share of advanced technologies’ industry in sold production and small share of entrepreneurs’ means designated for R&D. Poor financial condi -tion, especially in SME, shifts into imperceptible creation and implementation of new solutions ena-bling to retain a competitive market position. At the same time entrepreneurs are characterized with low awareness in the scope of the usage of indus-trial and applied design as a source of competitive advantage. In order to reverse unfavourable trends, measure 4.2 Stimulation of R&D activity of en-terprises in the scope of industrial design has been created. Within one of the components of this measure, entrepreneurs may obtain support for the development of R&D in companies, in particular for a transformation into a research and development centre (CBR). The subsidy covers also expenses on fixed assets and intangible and legal values re -lated to the conduct of works in enterprises in the scope of R&D.

Within the other component one can obtain sup-port in the scope of elaboration of an industrial or applied design and its implementation to the production. The subsidy covers also the purchase of training services relating to methods of imple-mentation of new design products and consul-tancy services connected with the elaboration of documentation of a conceptual project, construc-tive, technical and technological documentation, copyright design project, preparation of the final project. The measure can also finance necessary trainings and the purchase of fixed assets or in -tangible and legal values vital for the creation of a test part and the implementation of the design to the serial production.

The budget of measure 4.2 amounts to 186 mil-lion euros. The maximum value of investment support cannot exceed 21 million zlotys; the training part cannot exceed 1 million zlotys (35% for big enterprises and 45% for SME), and the consultative part – 600 000 zlotys (50% of the project’s value).

Support through credit

A serious limitation in the realization of investments relating to the implementations of new technologi-cal solutions is a difficult access for SME to external financial sources and one’s own insufficient means. Measure 4.3 Technological credit consists in the support for SME (big companies cannot use this instrument anymore) through granting them cred-its for the implementation of one’s own or acquired new technology. After a project has been realized, the beneficiary applies for the amortization of the technological bonus by BGK (Bank Gospodarstwa Krajowego).

Pursuant to projected changes, commercial banks, by right of the agreement with BGK, grant technological credits to entrepreneurs from their own means for the financing of an investment consisting in the implementation of a new tech-nology, both one’s own or acquired, the launch of a manufacture of new products, the moderniza-tion of manufactured products or rendering new services on the basis of this technology.

The amortization of the part of the credit through granting of the technological bonus amounts to no more than 50% of the granted technological value and at the same time no more than 4 mil-lion zlotys.

The amortization of the part of the technological credit takes place in payments no more often than twice a year in the amount of 20% of net value of the sales of products or services being the result of a technological investment confirmed by sales invoices and payment slips.

The maximum support value amounts to 4 million zlotys (up to 50% of granted support in the form of a technological bonus constituting an allowance in credit repayment). Entrepreneurs’ projects – the maximum share of EU means amounts to 85% out of 50% of the total value of project qualified expenses, pursuant to the regional assistance map, however no more than 0.75 million euros.

Development works cover among others: creating projects, drawings, plans and other documentation on condition that they are not designated for commercial goals; compiling prototypes of potential commercial usage and pilotage projects (if the prototype constitutes a final commercial product and its production only for demonstration and validation purposes is too costly).

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Innovative investment

Companies planning big investments are in particular interested in measure 4.4 New in-vestments of high innovative potential (they are sometimes compared with sub-measure 2.2.1 of the Sectoral Operational Programme – Improvement of the Competitiveness of En-terprises [SPO-WKP] but here entry criteria are of course higher due to an enterprise size and innovativeness level). The support is granted to investment projects connected with the us-age of innovative technological solutions lead-ing to the implementation of new products and services. The implemented technological solu-tions may be used globally for no longer than 3 years. The project relates to an initial invest-ment connected with the usage of new tech-nological solutions leading to the creation of a new or significantly improved product. There are more mandatory criteria; we mention only some of them. Market research should indicate the existence of the demand for a product or service that is to appear as a result of an invest-ment. Financial projections have to confirm the investment’s profitability and the possibility of retaining the project’s results in the period re-quired by the Programme’s rules. The launch of an investment cannot start before the project’s qualification is confirmed.

Its beneficiaries may be entrepreneurs (SME and big enterprises) conducting business on the territory of the Republic of Poland. The subsidy may also be obtained on training and consulta-tive activities necessary for the realization of investment projects (only as a component of an investment project, not separately).

In the case of micro, small and medium-sized entrepreneurs conducting business in the trans-port sector there are no possibilities to heighten the support intensity criteria (compare with the “Support regional map” table).

Qualified expenses (described in detail in measure cards) include: the purchase or cost of creating fixed assets, the cost of building works and materials, the purchase of intangible and legal values in the form of patents, licenses, unpatented technical, techno-logical knowledge or knowledge from the scope of organization and management.

The total operational budget amounts to 1.42 billion euros. The value of qualified expenses may amount from 8 million to 160 million zlotys. The maximum support value for the investment part (including con-sultancy for SME) amounts to 40 million zlotys and for the training part 1 million zlotys (35% for big en-terprises and 45% for SME). The minimum benefici -ary’s outlay amounts to 30% of the value of qualified expenses for the project investment part, 55% of the value of the project training part.

Support regional map

The amount of the subsidy depends on a place in which an investment is located. The most money from EU budget is directed to underdeveloped regions of high, especially structural unemployment. A new map of regional support functions from 1st January 2007. It indicates how much support can be granted to a project depending on its location and the size of a company realizing it. See the support ranges in the specific regions of Poland:

The range for micro and small enterprises increases in every voivodship by 20% and for medium-sized enterprises by 10%. For big companies (and companies from transport sector regardless of the size) there is basic support amount.

Measure 4.4 excludes the following sectors:

• agriculture, hunting and forestry • fishery

• manufacture and turnover of products imitating or replacing milk and dairy products • artificial fibres • coal-mining

• iron and steel metallurgy • shipbuilding.

50%

40%

30%

lubelskie podkarpackie warmińsko-mazurskie podlaskie świętokrzyskie opolskie małopolskie lubuskie łódzkie kujawsko-pomorskie pomorskie zachodniopomorskie dolnośląskie wielkopolskie śląskie

mazovian without Warsaw(to 31.12.2010)

mazovian (od 01.01.2011) Warsaw

GDP/inhabitant lower

than 45% ~UE GDP/inhabitant lower than 60% ~UE GDP/inhabitant lower than 75% ~UE

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Investments of high importance

New investments of enterprises from the produc-tion sector covering the usage of innovative solu-tions of high significance for economy will simplify the transfer of technology and knowledge and will add to the increase of the number of innovative en-terprises. Measure 4.5 Support for investments of high importance for economy consists in the support of new investments of high innovative po-tential having significant meaning for economy due to socio-economic influence, including the amount of investment outlay together with generating a high rate of return from the investments or generat-ing a big number of new job places, in particular for highly qualified employees. Preferred investments will be those realized by enterprises in the services’ sector, in particular connected with the launch of conducting R&D business.

Measure 4.5 is divided into two sub-measures: 4.5.1 Support for investments in production sector and 4.5.2 Support for investments in modern services sector. Within sub-measure 4.5.1 support will be granted to new innovative in-vestments, e.g. innovative technologies, products, cooperation with domestic scientific and research centres; however, qualified expenses cannot be lower than 160 million zlotys and the investment has to increase net employment by no less than 200 people.

Within sub-measure 4.5.2 the support will be grant-ed to new investments covering the purchase of fixed assets, intangible and legal values and the increase of net employment by no less than 200 people, leading to the creation or development of: centres of common services (e.g. finances, ac -countancy, HR management, administration, bank and insurance back offices, market research) or IT centres (e.g. software development., applica-tion testing, network projecting and implement-ing, product optimization, database management). Within this sub-measure the support may also be granted to new investments covering the purchase of fixed assets, intangible and legal values and the increase of net employment of no less than 10 R&D people, leading to the creation of research and development centres (e.g. centres of engineer services or quality centres).

It is easier together

Within measure 5.1 Support for supra-region-al cooperative relations the support may be granted to groups of entrepreneurs aiming at the strengthening of relations among entrepreneurs and between entrepreneurs and business envi-ronment institutions and science units. The coop-eration between these entities will add to easier knowledge transfer, experience exchange, better usage of possessed resources, and the decrease of business costs thanks to the usage of common infrastructure, service access. Due to low entre-preneurs’ tendency to build relations, caused by the lack of awareness about benefits resulting from the participation in a cluster, it is necessary to support entities leading an innovative cluster through subsidizing their operational businesses connected with cluster’s expansion and acquisi-tion.

Qualified expenses include: the purchase of fixed assets and intangible and legal values connected with the new investment, consultancy from the scope of development plans’ elaboration and re-lations’ expansion, the participation in domestic and international meetings in order to exchange experience, the purchase of universal research infrastructure (a laboratory, a place for conduct-ing tests), cluster’s promotional activities in order to solicit new enterprises, organization of train-ing programmes, workshops and conferences in order to support the process of knowledge share and the creation of relation network among cluster members.

The measure may be used by groups of entre-preneurs (e.g. consortiums) including: innovative clusters (also export clusters), production chains of SME and big enterprises, technology networks (SME and research units), technology platforms, cooperatives, manufacturing groups and also craft associations.

The maximum support value for the investment part amounts to 20 million zlotys; for the training part – 1 million zlotys (35% for big enterprises and 45% for SME); for the consultative part for big companies - up to 400 000 (50% of costs). The level of support of operational and administrative costs cannot exceed 50%.

Initial investment – connected with the creation of a new company, the development of the existing company, the diversification of a company’s production through the implementation of additional products, the significant change relating to the whole production process of an existing company.

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A patent for a patent

Development of the market of innovations re-quires a complete usage of their legal protec-tion. Polish and international law give such an opportunity, however – as analyses indicate – it is very rarely used by entities operating in Po-land. The awareness of possibilities and benefits of the protection of elaborated solutions is low; a barrier for the protection of ideas constitute also relatively high proceeding costs connected with gaining industrial property rights. Poland is characterized with a small number of granted patents. Complete usage of the possibilities of legal protection will make investments in R&D business profitable and elaborated new solutions will be accessible for public with the advantage to the inventor. Measure 5.4 Intellectual prop-erty management will add to the increase of the number of applications for industrial property rights (patents, protection rights of applied de-signs and rights from the registration of industrial designs) filed by applicants abroad, and will sim -plify the realization of protection. The measure will also subsidize projects increasing entrepre-neurs’ awareness of rights and possibilities of industrial property protection, benefits of solution protecting. Subsidies will be granted for cover-ing costs connected with the proceedcover-ings in the scope of: invalidation of a patent, the protection right of an applied design or the right of regis-tration; expiry of a patent, the protection right of an applied design or the right of registration. Fi-nancial assistance for the realization of industrial property protection relates to inventions, applied designs and industrial designs; it does not ap-ply to trademarks. Support for gaining industrial property protection may amount to from 2 000 to 400 000 zlotys, however the intensity of this sup-port cannot exceed 70% of qualified expenses (if the subject of an application appeared as a result of industrial research) or 45% of qualified expenses (if the subject of an application ap-peared as a result of conducted development works). Financial assistance for the realization of industrial property protection ranges from 2 000 to 400 000 zlotys. Support range cannot exceed 45% of qualified expenses. Support amount for knowledge popularization ranges from 200 000 to 2 million zlotys.

Eeconomy

Within the OP IE a subsidy fund has been creat-ed in order to support the realization of individual projects of micro and small entrepreneurs (a 2-year subsidy for the realization of a project aim-ing at renderaim-ing electronic services and possible manufacturing of products necessary to create such services). Support will be granted within measure 8.1 Support for business activity as regards electronic economy. The beneficiar -ies will only be micro and small entrepreneurs who conduct businesses for no longer than 1 year from the date of the launch. The minimum projects’ value amounts to 20 000 and the maxi-mum – 2 million zlotys.

One more measure supporting the development of eEconomy has been created - measure 8.2 Support for implementation of electronic business – B2B. In this case a subsidy will be granted for the realization of enterprises of tech-nical (IT) and organizational character leading to the realization of business processes in the elec-tronic form covering three or more enterprises. The beneficiaries may be micro, small and me -dium-sized entrepreneurs cooperating with one another on the basis of agreements concluded with at least two other entrepreneurs and plan-ning business cooperation on the basis of elec-tronic solutions. In measure 8.2 the minimum and maximum project values have not been defined.

Within measure 5.4 a project may concern gaining of industrial property rights outside the Republic of Poland, including applying, preparing an application by a patent officer, formal payments for applying, translating, reopening of an application for an invention, applied design or industrial design.

Figure

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References

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