The evaluation process is structured in two stages, with specific scoring criteria at each step. Only projects that pass all Stage I criteria proceed to Stage II.
Stage I Evaluation (Obligatory - 0 or 1 point per criterion)
To pass Stage I, a project must receive
1 point for each of the following five criteria:
- Applicant Eligibility: Checks compliance with requirements for operating in Poland, the 36-month business activity, 3 closed financial years, and the 20% operating revenue ratio (relative to eligible project costs). Failure in any of these means 0 points.
- Project Location: Confirms that the project implementation location is within Poland.
- Digital Technology Sector: Verifies that the project falls within the digital technology sector as defined by EU Regulation 2024/795, including deep technologies, and is related to critical technologies or their value chains as listed in the regulations.
- Manufacturing of Critical Technologies: Assesses if the project specifically concerns the manufacturing of critical technologies or elements of their value chains (e.g., creating production lines, 'first-of-its-kind' plants, expanding existing facilities, scaling processes, quality control). Projects involving installation or implementation of end products will receive 0 points.
- Excluded Activities: Confirms that the project does not involve any activities explicitly excluded from support, such as fossil fuel-related activities or solutions with exclusively military applications. (Projects with dual-use potential are allowed if civilian application is demonstrated).
If a project scores 1 point on all 5 criteria, it moves to Stage II.
Stage II Evaluation (Scored)
In Stage II, projects are assessed against a set of obligatory and optional criteria. To be selected for funding, projects must meet all obligatory criteria and score at least 1 point in each.
Obligatory Criteria (Minimum 1 point required for each, unless otherwise specified):
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Potential of Critical Technology in the Project (0, 1, 3, 5, or 10 points):
- Assesses how well the project addresses a strategic need or challenge at the EU level regarding critical technologies and strategic dependencies.
- Evaluates the project's contribution to reducing EU dependency (e.g., enhancing EU leadership in digital technology, securing critical infrastructure access, increasing production capacity, improving supply security, promoting cross-border effects within the internal market).
- Examines the project's economic potential, including market analysis, target clients, market size estimation, competitiveness of the project's output within the EU internal market, and identification/mitigation of risks.
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Applicant's Potential for Project Implementation (0, 1, 2, or 3 points):
- Checks preparedness for planned investment activities (e.g., necessary permits, intellectual property rights).
- Evaluates the adequacy of technical and human resources, including the management team's experience and the project's management structure.
- Assesses the clarity and realism of the project's schedule.
- Additional points can be awarded for possessing a valid building permit (if applicable) or demonstrating prior successful implementation of another project in the digital technology sector. For special purpose vehicles, parent company experience can be considered.
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Project Expenditures and State Aid Compliance (0 or 1 point):
- Verifies that requested costs and funding limits comply with grant regulations (e.g., minimum eligible costs of 10 million PLN and maximum funding of 150 million PLN).
- Ensures all expenditures are necessary, rational, justified, and properly categorized according to the 'Guide to Eligible Expenditures'.
- Confirms compliance with specific state aid rules applicable to the project (e.g., regional investment aid, de minimis aid, aid for SME advisory services, training, environmental protection, energy efficiency, renewables, circular economy).
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Financial Capacity for Project Implementation (0 or 1 point):
- Evaluates the adequacy and reliability of proposed funding sources, including own contribution (min. 25% of eligible costs) and external financing (e.g., loans).
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Project Profitability (0 or 1 point):
- Assesses whether the project is profitable based on financial forecasts (Net Present Value - NPV, Internal Rate of Return - IRR) provided in the financial model.
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Project Indicators (0 or 1 point):
- Verifies that product and outcome indicators are adequate, measurable, consistent, objectively verifiable, and realistic, with clearly defined baseline and target values.
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Incentive Effect (0 or 1 point):
- Confirms that the project has not started before the application submission date (with exceptions for certain de minimis costs).
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Sustainable Development Principle (0 or 1 point):
- Ensures the project complies with environmental regulations, supports sustainable development goals (including Paris Agreement and 'do no significant harm' principle).
- Requires demonstration of positive environmental impact, for example, by adhering to at least two '6R' principles (refuse, reduce, reuse, recover, recycle, rethink) or other environmental aspects, supported by measurable indicators.
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Equal Opportunities and Non-Discrimination (0 or 1 point):
- Verifies the project's positive impact on equal opportunities and non-discrimination based on gender, race, ethnicity, religion, disability, age, or sexual orientation.
- Ensures accessibility for people with disabilities, aligning with universal design principles.
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Charter of Fundamental Rights Compliance (0 or 1 point):
- Confirms project compliance with specific articles of the EU Charter of Fundamental Rights (e.g., human dignity, freedom, equality, solidarity, citizens' rights, justice).
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UN Convention on the Rights of Persons with Disabilities Compliance (0 or 1 point):
- Confirms project compliance with specific articles of the UN Convention on the Rights of Persons with Disabilities.
Optional Criterion (Scored, Not Obligatory - 0, 3, 6, or 9 points):
- Project Impact Scope:
- Assesses if the project contributes to the applicant's global market position (significant scale increase).
- Evaluates the potential for the critical technology to impact internal and external markets (market growth, technology adoption, influence on market competitiveness).
- Considers broader positive social, economic, environmental, or climate impacts at least at the EU level.
Tie-Breaking Criteria:
If multiple projects achieve the same total score and funding is insufficient for all, the following criteria will determine priority:
1.
National Key Cluster Membership: Applicant has been a member of a National Key Cluster for at least 6 months prior to application submission.
2.
Female Management/Co-management: The applicant organization has been managed or co-managed by a woman for at least 6 months (woman as partner representing the company, or as partner/shareholder and management board member).