Technology Programs and Assistance Region 8

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Technology Programs and AssistanceRegion 8
Dennis Gaddis Ohio Dept of Development Technology
Division 614-466-3887 dgaddis_at_odod.state.oh.us
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Whats it all about?
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Technology Investment Tax Credit
(TITC)www.odod.state.oh.us/tech/titc

• Ohio Technology Companies lt 2.5M in net book
  value or revenue during last fiscal year
• gt50 employees and assets in Ohio
• Approved investors into approved companies
  receive 25 tax credit
• Investor not an insider gt 5 of ownership or
  control.
• Each investment up to 250K, 1.5M total
  investments per company
• Apply through Edison Center

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Definition of Technology Company

• Qualified Technology Company activities
• Research development, Technology Transfer,
  Bio-technology, Information Technology, applying
  new technology
• Excluded
• Service companies (engineering, accounting,
  etc.), consultants, financial companies, farms,
  hotels, restaurants, hospitals, nursing homes,
  and similar type businesses

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Distressed and EDGE

• 30 credit for investment into companies in
  distressed counties
• 30 credit for EDGE companies (A business
  assistance program for socially and economically
  disadvantaged business enterprises with the goal
  of Encouraging Diversity Growth and Equity in
  Ohio's marketplace. Certification through Ohio
  DAS)
• Each investment up to 300K, 1.5M total per
  company

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Innovest

• Ohios Premier Venture Capital Event
• May 13 14, 2004, Cincinnati Westin
• 30 companies present business plans
• Companies are groomed by investment professionals
  presentation coach
• www.innovest.org

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Incentives for Tech Companieswww.connectohio.com/
bus_resources/

• Ohio Job Creation Tax Credit (JCTC)
• Create 25 jobs _at_ 150 of minimum wage or 10 jobs
  _at_ 400
• Net Worth Tax Exemption for High-Tech Start-up
  Companies
• Exempts lt3 year old Tech company from Corporate
  Franchise Tax www.state.oh.us/tax/Business.html

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Incentives for Tech Companieswww.connectohio.com/
bus_resources/

• Research and Development Sales Tax Exemption
• Unit Exemption Certificate www.state.oh.us/tax/bus
  iness_forms_sales.html
• Ohio Investment in Training Program
• Provides financial assistance and technical
  resources for customized training involving
  employees of new and expanding Ohio businesses.

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Points of Contact

• Fran Migliorino, Governors Region 8 Economic
  Development Office
• 216-787-3240 fmigliorino_at_odod.state.oh.us
• Brad Biggs, (Acting) Region 8 Business
  Development
• 800-848-1300, 614-644-8201, bbiggs_at_odod.state.oh.u
  s
• Dennis Gaddis, Mgr. Technology Business
  Assistance
• 800-848-1300, 614-466-3887, dgaddis_at_odod.state.oh.
  us

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Whats the truth about Government Grants?
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The truth is

• Despite what Matthew Leskos
• advertisements suggest
• We know of no grants to individuals.
• There are no State of Ohio business start-up
  grants.
• There are very few State of Ohio grants to
  companies.
• Federal grants are not free money! They are
  competitively awarded and require compliance to
  statements of work.

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How to Get the
Find

• the Person with the PROBLEM
• who has the MONEY to solve the problem
• and the MEANS with which to give YOU the money to
  solve the problem.

Contract Or Grant
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Department of Defense

• Defense Technical Information Center (DTIC)
• http//www.dtic.mil/dtic/dticorg/regional/mw_regi
  onal.html
• The Rosetta Stone for dealing with the Defense
  Department
• Debie Francis
• Midwestern Regional Office at DaytonATTN
  DTIC-BPDBuilding 29, Area B, Room 1032245
  Monahan WayWright-Patterson AFB, OH 45433-7022
• Phone [phone] x 249FAX [phone]
  Email dfrancis_at_dtic.milOffice hours
  Monday-Friday 730 a.m. to 430 p.m. Eastern

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Advanced Technology Program (ATP)

• National Institute of Standards and Technology
  (NIST)
• RFP open Feb 13 Apr 14, 2004
• Cost-shared funding for high-risk RD
• Individual and Industry-led joint projects
• Important, path-breaking new technologies
• 30M for new projects
• www.atp.nist.gov

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SBIR Program

• Small Business Innovation Research
• Federal Program established in 1982
• Eleven federal agencies participate
• 2.5 of agencys extramural RD budget (over
  100M)
• FY 2003 funding 1.6 Billion
• Reauthorized through 2008

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SBIR Participating Agencies

• Department of Agriculture - 15.69M
• Department of Commerce - 7M
• Department of Defense - 773M
• Department of Education - 8.7M
• Department of Energy - 94M
• Department of Health Human Services - 482M
• Department of Homeland Security -
• Department of Transportation - 4M
• Environmental Protection Agency - 8M
• National Aeronautics Space Administration -
  102.9M
• National Science Foundation - 77.6M
• 2005 Dept of Justice perhaps Interior HUD

New!!
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How SBIR/STTR Work

• Agencies have mission needs and RD
• Agencies issue solicitations
• Small businesses submit 25 page proposals by
  solicitation closing dates
• Agencies review proposals, select winning
  proposals and negotiate agreements within 6
  months of the closing date
• Small business awardees commence RD efforts

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SBIR - Three Phase Process

• Phase I Feasibility/Proof of Concept
• Generally 6 month effort
• Up to 100K in SBIR funding
• No more than 33 subcontracted
• Phase II - Full RD/Prototype
• Generally 2 year effort
• Up to 750K in SBIR funding
• No more than 50 subcontracted
• Phase III - Commercialization
• No SBIR funding

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STTR Program

• Small Business Technology Transfer small
  business must collaborate with non-profit
  research institution
• Phase I Feasibility/Proof of Concept
• 1 year effort
• Up to 100K in STTR funding
• No more than 30 subcontracted
• Phase II - Full RD/Prototype
• 2 year effort
• Up to 750K in STTR funding
• Phase III - Commercialization
• No STTR funding

New!!
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STTR Program

• Five participating agencies
• Dept of Defense (separate solicitations)
• Dept of Energy (combined solicitation)
• Dept of Health and Human Services (combined
  solicitation)
• NASA (combined solicitation)
• National Science Foundation (combined
  solicitation)

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Where Ohio Stands in SBIR Awards

• In 2002, Ohio ranked 6th in SBIR awards - 220
  SBIR awards totaling 63.5M
• 152 Phase I, 68 Phase II awards
• Rankings CA, MA, VA, MD, CO, OH, NY, PA, TX,
  NJ, WA, AZ, AL, FL, MN, MI, CT, NC, NM, NH, OR,
  IL, UT, WI, GA, TN, IN, DC, NV, MO, NT, SC, RI,
  IA, KS, OK, KY, ID, HI, LA, MS, WY, DE, ME, VT,
  SD, AR, NE, ND, WV, PR, AK

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Services offered by Ohios SBIR Outreach Program

• One to one consultations targeted to the
  companys needs
• Regional workshops and conferences
• www.odod.state.oh.us/tech/sbir
• Proposal writing strategies and guidelines
• Administrative proposal review
• Post award support
• Referrals to SBDC network, economic development
• Ohio Research Commercialization Grant Program

New!!
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Ohio Research Commercialization Grant Program

• Grants to fund commercialization of SBIR, STTR
  and ATP projects.
• 150K to 175K
• IP, marketing, market analysis, business
  consulting, cost engineering, sourcing
• Next RFP open Autumn 2004
• www.thirdfrontier.com

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Helpful Information

• Small Business Innovation Research (SBIR) and
  Small Business Technology Transfer (STTR)
• www.odod.state.oh.us/tech/sbir
• SBIR Gateway www.zyn.com/sbir
• SBIR World www.sbirworld.com
• Grants.gov www.grants.gov
• Grants Portal for Federal Agencies
• State Science and Technology Institute
• SSTI Weekly Digest Subscribe www.ssti.org
• SBIR Alert Pacific Northwest National
  Laboratory
• http//lyris.pnl.gov/cgi-bin/?entersbir-alert

Topic Search
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Starting a business?

• First Stop Business Connection
• 800-248-4040 or 614-466-4232
• http//www.odod.state.oh.us/onestop/index.cfm
• FREE business information kit will contain the
  basics a business must know and the state-level
  regulations and forms specifically required for
  the business.

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Sources of Assistance

• Small Business Development Center Program
  www.ohiosbdc.org
• Small Business Development Centers (SBDC)
• Manufacturing, Defense and Technology Small
  Business Development Centers (MSBDC)
• International Trade Assistance Centers (ITAC)
• Ohio Procurement Technical Assistance Centers
  (PTAC)

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Small Business Development Centers

• Partnership of ODOD, U.S. SBA, Chambers of
  Commerce, Colleges, Universities, Edison Centers
  and Incubators (hosts)
• Certified Business Analysts
• Confidential in-depth counseling
• Business planning
• Financial Assessment
• Training
• Supports start-up and existing businesses

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Northeast Ohio SBDC offices
The Ohio SBDC at Lake County Economic Development
Center Catherine C. Haworth, DirectorLake Erie
College391 West Washington StreetPainesville,
Ohio 44077 [phone] Fax [phone]
Email chaworth_at_lcedc.org The Ohio SBDC at Lorain
County Chamber of Commerce Patrick McGowan-Doyle,
Director6100 S. Broadway Suite 201Lorain, Ohio
44053 [phone] Fax (440)
246-4050Email PMcGowan-Doyle_at_LorainCountyChamber
.com.
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Northeast Ohio SBDC offices
The Ohio SBDC at the Akron Industrial
Incubator 526 S. Main Street, Suite C-11, Akron,
Ohio 44311(330) 375-2111 The Ohio SBDC at Kent
State University Kent-Portage Campus Linda Yost,
Director, Kent Regional Business AllianceCollege
of Business Administration, Summit Terrace,
Room 300AKent, Ohio 44242 [phone] Ext.
254 Fax [phone]Email lyost_at_bsa3.kent.edu
The Ohio SBDC at Kent State University, Stark
Campus Donald Schneck 6000 Frank Avenue, NW,
Canton, Ohio 44720(330) 244-3296 Fax (330)
244-3340 Email  dschneck_at_stark.kent.edu
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Manufacturing Small Business Development Centers

• Partnership of U.S. SBA, Ohio SBDC Program, ODOD
  Technology Div, NIST Mfg Extension Center, hosts
• For manufacturing and technology businesses
• Information
• Resources
• Referrals
• Counseling
• Market opportunities
• Technology linkages
• Ohios MSBDC at Kent State University School of
  Technology
• Tom Southards, Director, [phone] fax (330)
  672-2894, email tsouthards_at_tech.kent.edu

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International Trade Assistance Centers

• Partnership of Ohio SBDC Program, ODOD
  International Trade Div, U.S. Dept of Commerce,
  hosts
• For businesses entering international marketplace
• Information
• Resources
• Referrals
• Counseling
• North Coast ITAC
• Lake County Development Center, David Simerly,
  Director [phone] x29, fax [phone],
  email itac_at_lcedc.org

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Ohio Procurement Technical Assistance Centers

• Partnership of Ohio SBDC Program, ODOD Office of
  Minority Affairs, U.S. Defense Logistics Agency,
  hosts
• For businesses selling goods/services to local,
  state and federal government
• Marketing and procurement information
• Technical and quality assurance counseling
• Bid matching services
• Product and procurement histories
• Military specifications and trade events
• PTAC of Ohio at Cleveland
• Community Improvement Corporation of Lake County,
  Bob Fenn, Director, [phone] x30, fax (440)
  357-2296, email bobfenn_at_lcedc.org
• PTAC of Ohio at KRBA, Inc
• Kent State University, Keith Tarbett, Director,
  [phone] fax [phone], email
  ktarbett_at_bsa3.kent.edu