DMDII Project
Call Process,
Updates
&
Lessons Learned
Katie Tillery-Merk
Project Manager
[email protected]
March 29, 2016
DMDII Project Call Process
PHASE 1 PRE-SELECTION
PROJECT
CALL
WHITE PAPER
SUBMITTAL
PHASE 2 POST-SELECTION
EVALUATION
SELECTION
LETTERS
19 days
7 days
COST
PROPOSAL
DUE
DMDII
COST
ANALYSIS
USG COST
ANALYSIS &
APPROVAL
28 days
50 days
60 days

EAA Negotiations

Executive Committee Approval

**Membership Agreement Execution
**USG approval will not be sought until all project team participants have signed DMDII’s Membership Agreement.
For Public Release
EAA
EXECUTION
14 days
DMDII 16-01 and 16-02 Project Call Dates
Phase 1 Key Event Dates
Call for White Papers released
Workshop
White Papers due
Selection notices provided and request for Cost Proposals released
Phase 2 Key Event Dates
Cost Proposals due
Initial review of Enterprise Award Agreement & SOW/IP Plan Due
All Project Participants are DMDII Members in Good Standing
Review and Approval of the Cost Proposal by DMDII
Review and Approval of the Project by the Federal Government (USG)
Successful negotiations of sub-agreement terms and conditions
All Project Participant Organizations have signed contracts with the
Project Team Lead
Project Kickoff Meeting
For Public Release
March 15, 2016
March 29, 2016
May 18, 2016
June 13, 2016
July 11, 2016
July 11, 2016
August 30, 2016
August 30, 2016
October 31, 2016
November 11, 2016
December 9, 2016
December 16, 2016
Proposal Preparation Kit (PPK)
•
•
•
•
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Project Call Process Overview
Instructions for White Paper and Cost Proposal Preparation
Evaluation Criteria
PHASE 1: White Paper Development
•
*White Paper
•
Key Personnel Resumes
•
Letters of Commitment
•
*Technical Data/IP Disclosure and Assertion Form
•
*Background Intellectual Property Identification Form
PHASE 2: Cost Proposal, SOW, and IP Management Plan
•
*Cost Proposal Formats
•
Cost Proposal Narrative
•
Reps & Certs Form
*Template provided
•
Enterprise Award Agreement negotiations
in the PPK
•
SOW (Template in EAA)
•
IP Management Plan (Templated in EAA)
For Public Release
White Paper Due Dates
Project Topic
Due Date
DMDII-16-01
Analytical Solutions for Lifecycle Feedback
May 18, 2016
DMDII-16-02
Industrial Internet of Things (IIoT) Retrofit Kit for
Legacy Manufacturing
May 18, 2016
All White Papers are due by 12:00PM Central Time
and must be submitted electronically to
[email protected]
Late Proposals will not be accepted
For Public Release
White Paper Submissions
•
Submissions must use the White Paper Template provided as PPK
Attachment 5.
•
Offerors should review the evaluation criteria details in PPK Section 8 to
ensure the appropriate information is submitted.
•
Provide scope of work that is appropriate for success within 12 months or
less.
•
Proposed projects should be starting at a Technology Readiness Level
(TRL) of 4-7 and should advance the TRL by the end of the project.
•
Cost Share requirement is 1:1. If the team requests $250k they must
collectively all be proposing $250k of cost share.
•
Cost Share must be pertinent to the project.
*Organizations do not have to be a DMDII member to submit a White Paper
For Public Release
Proposal Review Process
Proposals Received
•
Subject Matter Experts identified to provide feedback on the technology
identified in the proposal
•
Technical Evaluators identified to score individual proposals in each of the
evaluation criteria.
Evaluation Criteria
Points Available
•
Technical Evaluators represent:
• Industry
• Government
• Academia
Evaluation Board Meeting
•
Each proposal is evaluated on its own
merits (no comparison)
Problem Statement and DMDII
Relevance
Methodology
0-15 Points
Innovation
0-10 Points
Program Management Plan
0-15 Points
Technology Transition and Impact to
Industrial Base
Workforce Development and
Education
Team Qualifications
0-10 Points
Cost Factors
0-10 Points
Total Points Possible
•
Open discussions at board meeting to
determine Selectability of each proposal individually
•
Portfolio recommendation made for each Project Call
For Public Release
0-25 Points
0-5 Points
0-10 Points
100 Points
Major Evaluation Criteria Updates
Workforce Development Criteria
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Identification of skills readiness: Map utilization of technology to identified
O*NET skills classification – relevant to the technology being developed
•
•
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Content creation for: Courses, lectures, eLearning opportunities
•
Assistance in the adoption of technology amongst SME’s (potentially utilizing
MEP network/centers)
•
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Support or lead the creation of apprenticeship programs
High school STEM engagement/outreach
Development of training programs or cataloging of existing programs relevant
to the technology development effort.
Utilization of the DMDII manufacturing lab for training or educational purposes
For Public Release
Major Evaluation Criteria Updates
Methodology
•
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Deliverables have been rolled up under the Methodology section.
All documents created should be identified and listed as deliverables (test plans,
ICDs, list of requirements, etc.).
Innovation
•
Offerors must identify the current state TRL of the proposed technology and
also the projected TRL of the technology at project completion.
•
Identification of Key Performance Indicators/Metrics to measure project
success. KPIs/Metrics must be SMART:
•
Specific, Measurable, Attainable, Realistic and Time-Bound.
For Public Release
Major Evaluation Criteria Updates
Technology Transition Plan and Impact to Industrial Base
•
Clearly identify what is the technology to be transitioned if the project is
successful.
•
Identify if there are tasks required after project completion to scale or further
develop the technology in order to commercialize.
•
Identify what are the actions required to transition the technology to industry
and how would the transition occur.
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Identify who is responsible for completing the transition of the technology.
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Identify the benefits of the proposed technology to broader industry.
Identify the risks involved with the transition and the expected timeframe post
project.
For Public Release
New Appendices
Background Intellectual Property Identification (White Paper Appendix E)
•
It is important that DMDII understand what BIP is required for DMDII Members
to utilize the Project Intellectual Property and Project Deliverables.
•
Offerors must identify and list the Project IP, the BIP that is required to utilize
the Project IP, and the approximate cost of the BIP to DMDII Members.
*A template has been provided (PPK Attachment 6)
For Public Release
White Paper Lessons Learned
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Clearly define the specific problem that the team is aiming to solve and how it fits within the
16-01 or 16-02 Project Call.
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Proposals should identify a diverse and well-balanced team.
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Meaningful participation from manufacturing organizations that demonstrates relevance and
impact of the project for manufacturing.
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Describe the specific, compelling products that would result from a successful project.
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Is there potential for scalable impact well beyond the project team; is it identified in the
technology transition plan?
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Letters of Commitment should be provided for all Project Participants and identify the
commitment being made.
For Public Release
Path to EAA Award - Lessons Learned
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Provide a Statement Of Work and Intellectual Property Management Plan per the
templates provided in the EAA.
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Complete cost information and justification must be provided within the Cost
Proposal Narrative and Cost Formats as identified in the PPK.
•
All Project Participants must become DMDII Members before Government
Approval will be requested.
•
Review the Enterprise Award Agreement template (EAA) – it is included in the PPK
zip file found online in the 16-01 and 16-02 Project Call sections.
For Public Release