How to plan and apply for high-tech enterprises

1. Plan and lay out intellectual property rights as soon as possible: at least 6 pieces of Class II intellectual property rights per year and at least 1 piece of Class I intellectual property rights. The quantity and quality of intellectual property are up to standard. Intellectual property is an important condition for high-level declaration and the main score of evaluation. Intellectual property work (independent research and development, transfer, donation, merger and acquisition, etc.). ) need to be completed one year before the reporting year. Because the filing and issuing time of different types of intellectual property rights is different, it is necessary to make a declaration plan in advance instead of centralized declaration. The ownership of intellectual property rights should belong to the reporting enterprise, and the owner must be the enterprise; When there are multiple rights holders of the core intellectual property, only one right holder can use it at the time of application, and statements from other rights holders shall be provided.

2. Establish a reasonable human resources system: one year before applying for high certification, enterprises need to make an inventory of scientific and technical personnel to check whether they meet the requirements of 10% and working hours, and make overall planning and adjustment in advance.

The proportion of scientific and technical personnel in the total number of employees is not less than 10%.

(1) list of scientific and technical personnel, try to count all qualified scientific and technical personnel, and don't cross the line casually;

② Scientific and technical personnel must pay social security or individual tax 183 days or more;

(3) Professional and academic qualifications of scientific and technical personnel, science and engineering, allowing a small number of non-science and engineering related majors, but working hours, work experience and related titles can be proved;

(4) The R&D organizational structure is perfect and reasonable, the post setting is clear and appropriate, and the arrangement is reasonable;

⑤ The R&D project ⑤R&D table, project initiation report and conclusion report have the same participants and the same division of tasks.

3. Collection of R&D expenses in advance: It is recommended that enterprises sort out the documents of R&D project declaration, acceptance and closing in the first three years of high-level declaration in advance, and correctly collect R&D expenses. Enterprises should set up auxiliary accounting accounts (auxiliary accounts) for high-rated special R&D expenses, and provide relevant vouchers and detailed forms.

The income is less than 50 million, accounting for more than 5%; Between 50 million and 200 million, accounting for more than 4%; More than 200 million, accounting for 3%.

(1) R&D projects should conform to the definition of enterprise R&D activities in the Management Guide for Accreditation of High-tech Enterprises, and have certain innovation and creativity (project appraisal, government approval of science and technology plans, Industry-University-Research cooperation, related intellectual property application, etc.). );

② The R&D expenditure structure is reasonable, and the detailed characteristics of R&D activities in different technical fields are different;

③ The R&D auxiliary account or special account is standardized and reasonable, and it is disclosed in the annual audit report and final accounts report, and the disclosed data are consistent.

4. Income from high-tech products: It is suggested that enterprises should make statistics on income from high-tech products, and make it clear that the income supported by core intellectual property rights accounts for more than 60%.

(1) The name of high-tech products, specifications of contract invoices, test reports and product descriptions shall reflect high-tech products;

The discussion of high-tech products (PS table) is related to the technical field, and the core technology, key indicators, competitive advantages and intellectual property support of the products are outstanding, thus enhancing the value of high-tech products;

(3) In addition to contracts and invoices, it is recommended to provide third-party product identification and testing reports to support the certification materials of high-tech products.

5. Do a good job in the transformation of scientific and technological achievements in advance: the Grade A standard of transformation ability of scientific and technological achievements is "5 or more" on average every year, and it is suggested that the transformation of scientific and technological achievements needs more than 15 (preferably 18) in three years. The evaluation data of scientific and technological achievements transformation refers to the transformation situation in the past three years, and refers to the three consecutive fiscal years before the enterprise's declaration, excluding the year of declaration.

(1) Technical experts will make a comprehensive evaluation based on the overall situation of the transformation of scientific and technological achievements of enterprises and the annual average level of the transformation of scientific and technological achievements in recent three years. The same scientific and technological achievements are transformed at home and abroad, or into many products, services, processes, samples, prototypes, etc. , only one item is calculated.

② The calculation of the transformation of scientific and technological achievements is that one achievement corresponds to one transformation. If you want to get high marks, you must come up with 15 different scientific and technological achievements and apply for relevant intellectual property rights as much as possible. The confirmation of each achievement is converted into different certificates of products, services, processes, samples, prototypes, testing, novelty retrieval and trial use.

6. Establish R&D institutions in time and standardize organization and management: This year, a large number of objections have been raised at the organization and management level of R&D, and the audit is more stringent than in previous years. The verification opinion form also includes the investigation on whether the enterprise has actual post operation, and it is suggested that the enterprise should not simply handle it in template format. Specific suggestions are as follows:

① It is suggested that enterprises should constantly improve the R&D organization and management system, especially the project establishment, mid-term target management, project closing and project achievement management, standardize the R&D investment accounting system, and do a good job in R&D project filing management, including project establishment report, mid-term test process documents, test report and closing report and other process documents;

(2) Establish an organization, implementation, incentive and reward system that is in line with the enterprise's situation, improve the talent introduction training and performance evaluation system, and effectively improve the enthusiasm of personnel for R&D and achievement transformation;

③ Establish and improve R&D institutions, and apply for R&D platform accreditation such as engineering technology research center, enterprise technology center and engineering laboratory if conditions permit, strengthen the software and hardware construction of R&D institutions, and actively explore cooperation activities with scientific research institutes in universities and colleges in Industry-University-Research.

7. Plan the annual sales and net assets in advance: the evaluation of growth is mainly based on the financial data of the enterprise in the past three years, calculate the growth rate of the sales revenue and net assets of the enterprise, and get the corresponding score. For enterprises with growth below 5 points, the scoring risk is greater, and the problem of weak growth is also raised during expert review. Especially in the case of poor sales revenue growth, the other three materials need to be improved.

8. It conforms to the scope of eight fields: in 20 16, the four ministries and commissions of the state made great adjustments to the high-tech fields supported by the state. Many enterprises have good technology, but there are deviations in the choice of fields, which leads to unsatisfactory application results. It is suggested that enterprises should choose corresponding fields in combination with their own R&D projects, products and patented technologies in the process of preparing certification materials, so as to unify R&D projects, products, patents and fields. In addition, the R&D project should not only reflect the advanced nature of the industry in combination with the actual situation of the enterprise, but also pay attention to the fit with the field in the process of compiling technical materials. In previous years, experts will deny some enterprises' low-level R&D projects or unrealistic high-end projects, and the corresponding R&D expenses and achievements transformation will also be eliminated, endangering the declared achievements.