Scenarios: 1) I've got a project with a certain company - lead for BEIS come up

2) I've already got a relationship

3) I've got a new company

Agreement: Whats the process for validation e.g. same company members of name. Validated at the contract stage when known and confirmed. Legal/contract stage - legal agreements. Pick from a list of pre-validated list. Can merge into. Or make it official at the contract stage.

Design: Organisations - If all linked to a top level company (all work rolled up to that top level) 

Head office and locations.

Head office and subsidiaries

Account Manager

When you entering the name of the company, it states a list of options and then agree this is a new company.

Stage of partner development.

Sort of validation (what type of organization is it e.g. SME, large corporate or non commercial. Annual turnover, location (HO and local)

Important to see who ticked, captured

Services rendered have to go through the costing.

Preference is to focus on costing as that's key.

NUC (Nottingham University Consultancy)  - hiatus as that moment but should be treated like a research project. External funding (need authorization process within BEIS not peer review. Sponsor and opportunity have found each other.  RGS and Contracts team get involved.  Project detail missing but short term so reporting minimal. Impact stories are key though for academics. Use for impact.  Access database, spreadsheets and Agresso.

Services rendered

Also consultancy opportunities to match individuals through the system

Services rendered all generally using a bit of kit.

Anolomoly to look at Finance codes (SR codes). SR approach schools directly. Definitions to agree between BEIS, RGS and Finance and process.

Visbility is key

CPD - working with companies. Multiple school projects (FEC, Non FEC costs -building, match funding. Ability to add FEC costs and take them off for consultancy. Build up the price. Template Funder/No Funder template - put everyone as an administrator from pfact. Every project is stored currently on P-fact. Series of folders for information on this.

Ideal would be the contracts team to support but use the Tech Transfer office for setting up agreements. and contracts. Goes to Tech transfer office instead of RGS.

For all SR, BEIS sign off. SR types

Contract research (sensitive and closed), collaborative research is open as public funding.

Multi school sign off and visibility of where it is in stage.

Hebsis reporting - e.g. how CPD is doing. Annual survey that HESA do on behalf of HEFCE and how we are doing with Industry. Research funding with Industry, Collaboration with companies (not funding).

Action: to get list of definitions and agreement of how it aligns to Finance coding (Kerry Williamson and BEIS. CPD team, NUCs,  Agree what they are extra fields.

Report by organization type e.g. SME

The ability to extract information and manipulate it where required.

Challenge is with CPD - coded wrong by Finance (need to agree ways of working

AAM is only RGS at the moment but should be more open in BEIS e.g. Head of Corp team or CPD Consultancy. Categorise earli. Usable

Research Related codes but not doing research. Factor into conversation with Finance

Sharon: Visibility of calls. Translational funding education and how different to normal research. Already put together who looks after funding, process and how to apply. Kathy done list. Be able to re-route them to another research opportunity. Appropriate prompts, to supporting and matching academics to the right funding opportunities. The guidance around eligibility is key.

Funding against specific subsets of people.

Defined set of people to update the system with funding opportunities. Development pathway you will be on and link to funding and search for relevant for the academics. Link

Translational funding - beyond concepts, moving on to prototypes and then you are trying to find funding. Support development opportunities - market analysis, patent advice etc. TTO provide support and manage portfolio pots of funding and then put the internal funding out for people to apply.

Useful to bring together all the funding schemes and sources so that academics can draw upon. As well as knowing what a given project has had (can cost a lot but not deliver or low cost but delivered a lot).

Critical for portfolio management to get access to information for ResearchFish.

Translational funding - resource to help but making it visible in the system. Some workstreams managed by TTO, RGS, KARO. Need to all be worked on. Tagging this so not . Visibility of who academics are applying and who've accepted/rejected from here.

Manage these Translational calls - have to do peer review. Impact Acceleration Accounts IAA. Mechanism for identifying people to peer review this work and their expertise. Need lots of people to review. Visibility of this will be useful. This requires repeat funding and continuous reporting. Separate IP reports. External money process. We can be more successful if we have been successful. Tracking the story - links between all the funding.

Action: speak to Edinburgh about how they've integrated with Inteum.

Intium useful for IP management and CRM (keep as main tool). Use RIS to state its been patented and a number to Inteum (this will be good to join up and collaborate - getting people to talk to us). Academics can submit disclosures through RIS. To A given school would know how many patents they've done and how much money they've paid out to save manual reporting.

Industrial funded projects - if notified by Academic this is the case. If there is t&cs about IP, patents etc. Visibility of patents and useful information that helps build the story for impact. Closure report to capture - IP not yet aware of - give a call if worth discussing on an IP front. If reminded when funding ends - 3 months before, is there any IP content needed. We may be able to bridge them with translational funding (Sharon's view point). RGS send out reminders on spend - do you need to additional funding or support with IP as a final prompt/email. 5 questions to answer at the end of project (continuity of funding, is it eligibible for translational funding, do you have any support for IP)

Ingenuity team - need a mechanism for capturing this information. Need to evaluate information - reminders/tasks. Task to other key people and reminders. Can set up a standard set of reminders.

Importantly need to get a process

IP team - during this process, if could set up milestones, deliverables and tasks for reminding academics for when deadlines are occurring. IP/patent deadline. This can

What would be useful: Impact corner for the school, if patents in progress, translational funding. Narrative around impact case studies and references.

List of impacts and then link back to previous projects and forward. Flexibility to group impacts, or have them singular. Scrap book of evidence. Ability to capture the impact (e.g. patent information and need an update on this which requires update on the patents - published copy of patent, detailed stages). Know where to go for information on patents. Link to projects.

BEIS UK - have inteum. Would need to have something for them to manage IP - would be useful for visibility in other campuses.

Tech Transfer IP UK advise the other campuses. Subscription fee for Inteum. Parallel system for China and Malaysia paid for out of the research project. This is important. Susan will help comment on their IP process or IP database.

Export control

European Research Development Fund- not research funding. Research Related funding - related to supporting industry benefits e.g. improve economic performance.  Different funding templates (not overheads, basic salary plus NI  Have you worked with x companies and outputs e.g. SMEs. Report on a monthly basis. Scapbook. Audits - keep project documentation until 2025. Be able to access information for long periods of time.  These run a programme, different audit period for each one. Need to have access to this information. Evidence, invoices and access to information. What did we say we

Archiving - keep documents/contracts at least 20 years. IP could be 20 years and patents could be 70 years e.g. consequences of it. Action: Need to agree archive rules between TTO and RGS - impact on destroying contracts. Like emails - 6 years easy access and then if older, request. Need a decision about how long all information to be access. Action: TTO - time period on patents.

Action: define permissions with BEIS. Define exceptions about name, people involved. key test cases, can an academic can see what

Action: go through permissions table with Dan

One place about where all information is with a particular partner and who owns the relationship.

What about due diligence. Need to build in a due diligence check for what to go ahead. ABC

Need a standard terms (Malaysia and China campus)

MOUs - non legally binding, more expressions of interest. Pre-liminary stage.

MOAs - more legally binding, fixed.

To offer a UK standard terms but local context. Support with how you would deal with a framework agreement.  This would help Academics through collaboration.

International publications- because its not as important for citations but  important for the UK. International strategy  board and ABC.

Being able to capture pre-announcement information of funding opportunity and start to work on it before it is announced. Be able to capture in advance of official calls e.g. EU

Research related calls captured - non research related calls for awareness e.g British Council not research specific but research related. Mobility or engineer programme.

Internal funding - be able to see people across all campuses to apply. Rules need to apply. Need to have settings

Need visibility of Research Managers and Research Business Development people- to ensure funding calls go to the right people.  What would be useful to go to people to ask who would be interested. Key. Non researcher profiles - to use for this.

Research groups - contact details. Research capabilities document around Food and Drink - brochure around who to contact. Expertise, interest areas, RPAs to search for . Research Priority Area Groups - communicate to them as a group e.g. a funding call.

Mind

Flag if don't want to contact or if company