The Innovation Fund


Applications - Assessment of Innovation Fund Proposals

 

Assessment Process

Each proposal submitted to the Department for funding from the Innovation Fund, is subjected to three levels of evaluation before a final shortlist can be compiled.

Each proposal is evaluated by at least two technical evaluators.   They are required to evaluate proposals according to the set criteria spelled out in the Evaluation Framework by marking the set of weighted scores, and to compile a report of not more than two pages about the proposal. They sign non-disclosure agreements with the Department in an attempt to protect confidential information contained in each proposal.

The third level of evaluation makes provision for a Selection Panel consisting of relevant Government Departments, who provide a strategic view on each proposal.

 

Evaluators

The evaluators on the evaluation panel of the Department are selected from the best in the country and from the most renowned persons in a particular field of expertise. They are appointed by the Minister and remunerated by the Department to perform the evaluation task for the Department.

It is true that we ask for names of referees in the proposals, but do not use them on a regular basis for evaluation of proposal. Referees indicated in proposals by applicants are only used in the case where the Department has no suitable evaluator on it's Panel for a particular proposal in a particular field of expertise.  Would-be Referees that will be staying or living abroad for the envisaged duration of a proposed project, could also not be considered for evaluation, as they will be needed locally should the proposal be accepted for funding. The high cost of bringing to South Africa such an evaluator on a frequent base, is not on.

 

Evaluation Framework

The criteria used in evaluating a proposal are described under General Guidelines, and the Evaluation Framework form is outlined below.

 

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Evaluation Framework

(Used by Technical Evaluators to evaluate proposals submitted to the Innovation Fund)

INNOVATION FUND PROJECT NUMBER: ………………

CONSORTIUM (Applicant) / ORGANISATION: ......

PROJECT TITLE:  .......................................

Evaluation summary (should not exceed two typed pages) and total rating of project against merit criteria.

  • Comments and a rating should be supplied for each of the areas listed (see assessment guidelines).
  • Brief summary of conditions which evaluator thinks should be stipulated if the application is successful.

Total rating: …… / 60

Evaluator (title, initials and surname): .......

Contact details (telephone, fax and e-mail address): .........

Signature: ....................

Date: ………………...


ASSESSMENT AND SCORING GUIDELINES

MERIT CRITERIA FOR PROJECT EVALUATION

Consortium Rating
Guideline: assessment in terms of capacity and the following areas:
  • Project personnel expertise and capability to undertake R&D (CVs included in proposals);
  • Available infrastructure to conduct project;
  • Financial capacity to exploit the results;
  • The applicant has a good understanding of technical, product development, testing and production start-up elements in commercialisation / implementation of innovation.

Very high:

12
10
8
6
4
2

 

Project Rating
Guideline: Project should be assisted in terms of the following:
  • An appreciable measure of technological innovation;
  • Feasibility of research and development methodology;
  • Is costing reasonable? If not, why not (e.g. overestimated or ineligible costs have been included).

Indicate whether the project will result in:

  • The introduction to South Africa of new technologies and value adding operations;
  • Improvement in the efficiency, productivity or competitiveness of South Africans in the production of goods, or the delivery of services;
  • Diffusion of technologies or value adding operations to industry or development sectors orientated to service delivery.

Very high:

12
10
8
6
4
2

 

Management capability Rating
Guideline: Assessment in terms of the following:

The applicant clearly has / will contract in:

  • Project management expertise;
  • Financial management capability;
  • A core business which is directly relevant to the commercialisation of the project;
  • A realistic timeframe for implementation and completion of all aspects of the project.

Very high:

6
5
4
3
2
1

 

National Benefit Rating
Guideline: There must be some indication of benefits extending beyond those accruing to a particular organisation / business, such as:

National financial benefits:

  • Increased employment;
  • New capital investment;
  • Exports;
  • Import replacement, and / or

National social benefits.

Very high:

12
10
8
6
4
2

 

Market need / Competitiveness Rating
Guideline: The application clearly demonstrates:
  • A strong and realistic market potential for the expected outcomes;
  • A strong competitive advantage (IP position / value addition);
  • A thorough understanding of the competitive situation that the new product / process will face;
  • An understanding of the frequency with which new products / services or major innovations are developed / enter the market;
  • An appropriate understanding of the route to market – access to manufacturing and appropriate marketing skills;
  • A realistic estimate for the timeframe in which the applicant can begin exploiting the results of the project.

Very high:

6
5
4
3
2
1

 

Benefit to disadvantaged communities Rating
  • Benefit of project results to historically disadvantaged communities.

Very high:

12
10
8
6
4
2

 

Additional Comments

  • State suggested conditions if successful, example: Consortium / organisation should be requested to fund portion of project costs.

 

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Last updated: 29 November 2001 .   Disclaimer