in the extended enterprise,- architecture (business, functional and technical) to support engineering cooperation across the value chain, e.g., concurrent engineering across the extended enterprise,- methods and approaches to assign cost/liability/risk and reward to elements of the extended enterprise,- team working across individual units within the extended enterprise.Technical Appendix 4Responsibilities of the IMS Inter-Regional SecretariatThe Inter-Regional Secretariat will have responsibility to:1. provide logistics for inter-regional meetings and proposals,2. maintain and distribute IMS meeting materials and other documents,3. provide logistics for inter-regional publicity at the direction of the International Steering Committee,4. educate new and prospective participants,5. disseminate information during, and upon the conclusion of, projects,6. assist with inter-regional consortia formation,7. organise and arrange studies and/or work as requested by the International IMS Steering Committee, and8. undertake other appropriate tasks as assigned by the International Steering Committee.Technical Appendix 5Responsibilities of the IMS Regional SecretariatsTo support the IMS Scheme, the Regional Secretariats will:1. provide regional logistics for inter-regional meetings and proposals,2. maintain and distribute IMS meeting materials and other documents within respective regions,3. provide logistics for regional meetings and promotion,4. disseminate information during and upon the conclusion of projects within respective regions,5. assist in consortium formation within and across respective regions,6. support regional delegations in attending the International IMS Steering Committee meetings,7. facilitate regional selections and reviews, and8. work with regional infrastructure groups to facilitate the IMS Scheme.Technical Appendix 6Admission of new participantsProcedures for admission of new participants to the IMS scheme are as follows:1. The admission process begins with a letter of inquiry/interest from a ministerial or senior government/public administration level in the prospective participant, addressed to the chair of the IMS International Steering Committee.2. Each IMS head of delegation shall be alerted to the receipt of this letter of inquiry/interest. Each IMS participant is chartered to evaluate the application and respond through its respective head of delegation to the chair of the IMS International Steering Committee.3. If all IMS participants accept the application, the chair of the IMS International Steering Committee shall inform, in writing, the applicant that if the applicant can ratify these Terms of Reference, then the IMS scheme will admit the applicant as a full participant.This process shall be completed as soon as practical, and in no case should take longer than three months after receipt of the letter of inquiry/interest.Technical Appendix 7Project consortia formation and evaluationThe Regional Secretariats together with the Inter-Regional Secretariat provide assistance in forming consortia for IMS projects.A. Basic consortium formation documentEach consortium will prepare a basic document that explains the:- IMS technical themes addressed by the project,- industrial relevance of the project,- project work plans, organisation and structure,- basic information, including contact information, of project partners,- a consortium cooperation agreement that addresses the intellectual property provisions and other legal requirements for the consortium, and- other relevant information to facilitate project endorsement.B. International coordinating partnerAn international coordinating partner must be appointed by each consortium. The appointed international coordinating partner must be an entity with the necessary resources and expertise to lead the project to its completion. International coordinating partner duties include:- coordinate consortia formation,- coordinate preparation of full proposal and cooperation agreements,- act as the primary contact for all communication between the consortium and the International Steering Committee and Inter-Regional Secretariat, and- facilitate successful execution of the project.C. List of interested entitiesWithin a region, its Regional Secretariat will distribute to all organisations in the industrial, academic and governmental sectors identified as potential project partners the basic document, the domestic funding opportunities, and the domestic agenda for the IMS scheme. The Regional Secretariat will compile a list of interested entities. The list must include the area of interest and the capabilities of each of the interested entities.D. Exchange of project proposalsAny entity can submit preliminary proposals to its Regional Secretariat for transmittal to, and posting by, the Inter-Regional Secretariat.Regional Secretariats will distribute these proposals to interested entities within their Regions. Based on the information, potential partners can strive to form international consortia.E. Evaluation, selection and review of projectsProposals and projects must be consistent with the purpose and the principles of the scheme, and the intellectual property provisions set forth in Technical Appendix 1.1. Project selection criteria- Industrial relevance- Compliance with the technical themes in Appendix 3 as may be amended from time to time by the IMS International Steering Committee- Scientific and technical merit- Adoption, commercialisation and exploitation potential- The IMS International Steering Committee shall assess compliance with the IPR provisions in Technical Appendix 1- Value-added.2. Consortium SELECTION
e estabelece o entendimento comum sobre os princípios da cooperação no domínio dos IMS. Agradecia que Vossa Excelência me confirmasse este entendimento, logo que possível."Tenho a honra de confirmar o acordo do meu governo sobre o conteúdo da carta de Vossa Excelência.Pelo Governo do JapãoH. Carta dos Estados Unidos da AméricaExcelência,Tenho a honra de me referir à carta de Vossa Excelência de ..., do seguinte teor:"Reporto-me ao Acordo relativo a actividades de investigação e desenvolvimento no domínio dos sistemas inteligentes de fabrico (IMS) concluído em 1997 e 2001, respectivamente, entre a Comunidade Europeia e a Austrália, o Canadá, os Estados membros da EFTA Noruega e Suíça, a Coreia, o Japão e os Estados Unidos da América.O objectivo da presente carta é estabelecer o entendimento comum obtido sobre a renovação e alteração do referido Acordo de cooperação, tal como exposto nas especificações técnicas apensas à presente carta.As regiões participantes trabalharão em cooperação no sentido de impulsionar a competitividade industrial, resolver problemas que se colocam a nível mundial no domínio do fabrico e desenvolver tecnologias e sistemas de fabrico avançados. Essa cooperação garantirá um equilíbrio entre benefícios e contributos, será importante em termos industriais e basear-se-á no princípio da compreensão e interesse mútuos.O financiamento das actividades de cooperação ficará sujeito à disponibilidade financeira e à legislação e regras aplicáveis das regiões participantes. Cada região participante financiará a sua própria participação e contribuirá de maneira equitativa, em dinheiro ou em espécie, para os custos do secretariado inter-regional IMS. O secretariado funcionará e procederá de acordo com os princípios enunciados nas especificações técnicas. A Comunidade Europeia está pronta a acolher o secretariado inter-regional no período a decidir conjuntamente pelas regiões participantes.O presente acordo de cooperação terá uma vigência de 10 anos. Cada região participante pode retirar-se a qualquer momento mediante a apresentação de um pré-aviso de 12 meses. Os participantes procederão à revisão do programa cinco anos após o seu lançamento.A Comunidade Europeia e a Noruega reservam-se o direito de agir como uma única região europeia.A presente carta, juntamente com a sua aceitação pelas regiões participantes, subscreve as especificações técnicas e estabelece o entendimento comum sobre os princípios da cooperação no domínio dos IMS. Agradecia que Vossa Excelência me confirmasse este entendimento, logo que possível."Tenho a honra de confirmar o acordo do meu governo sobre o conteúdo da carta de Vossa Excelência.Pelo Governo dos Estados Unidos da América[1] The IMS collaboration scheme was launched in 1995, following the conclusion of a successful Feasibility Study. The duration of the initial IMS collaboration scheme was set at ten years up to 2005. Based on the experience gained in this initial phase, the partners to the FOR INTELLIGENT MANUFACTURING SYSTEMSTABLE OF CONTENTS1. PREAMBLE2. PURPOSE3. RATIONALE4. OPERATING PRINCIPLES5. STRUCTURE AND FUNDING6. MANAGEMENT STRUCTURE7. TRANSITION TO AND COMMENCEMENT OF THE IMS SCHEME8. DURATION OF THE IMS SCHEME9. ADMISSION OF NEW PARTICIPANTS10. FORMATION AND EVALUATION OF PROJECT CONSORTIA AND OTHER COLLABORATIVE INSTRUMENTS11. SMALL AND MEDIUM-SIZED ENTERPRISES12. DISSEMINATION OF RESULTSTechnical Appendix 1: Intellectual property rights provisions for research and development projectsTechnical Appendix 1.A: Convention establishing the World Intellectual Property Organisation (Stockholm, 14 July 1967)Technical Appendix 2: financial accountability and principles for setting up and executing the IRS budgetTechnical Appendix 3: IMS technical themesTechnical Appendix 4: Responsibilities of the IMS Inter-Regional SecretariatTechnical Appendix 5: Responsibilities of the IMS Regional SecretariatsTechnical Appendix 6: Admission of new participantsTechnical Appendix 7: Project consortia formation and evaluationTechnical Appendix 8: Role Of IMS vis-à-vis small and medium-sised enterprises (SMEs), universities and government research institutes1. PREAMBLEThis document sets forth the terms of reference for the partners of the intelligent manufacturing systems (IMS) scheme for international cooperation in research and development in intelligent manufacturing systems. These terms of reference are not intended to create obligations under international or domestic law.2. PURPOSEThe IMS scheme is an international and multilateral cooperation scheme in which Participants work cooperatively to boost industrial competitiveness, solve problems facing manufacturing worldwide, and develop advanced manufacturing technologies and systems to benefit humanity. Its purposes are to:- enhance knowledge-based manufacturing in industry to improve the quality of life and citizens and improve the global environment,- share manufacturing knowledge and to transfer it to future generations,- increase the participation of SMEs in international collaborative activities,- adapt educational and training activities to support the knowledge-based manufacturing industries, and- contribute to establishing common, global norms and standards.3. RATIONALEManufacturing has been and continues to be an important element in the global economy. It remains a primary generator of wealth and is critical to establishing a sound economic basis for economic growth.Properly managed international cooperation in research and development in advanced manufacturing can help improve manufacturing operations [1]. IMS provides the framework within which cooperative research and development activities can flourish. IMS:- provides a structure for global, "forward-thinking" syntheses (e.g. roadmaps, analyses, foresight),- fosters the creation of networks to reinforce interaction and collaborative research and development,- fosters the development of consortia to undertake collaborative research and development projects (including cooperative work on pre-standardisation topics),- provides an intellectual property rights management framework (Technical Appendix 1) for international collaboration and dissemination activities, and- disseminates research results broadly.4. OPERATING PRINCIPLESIMS collaborative activities proceed on the following bases:- contributions to, and benefits from such cooperation, are equitable and balanced,- collaborative projects have industrial relevance,- collaborative project should include where possible academic participation,- collaborative projects are carried out by inter-regional, geographically distributed consortia,- collaborative projects can occur throughout the full innovation cycle,- IMS project activities under government sponsorship or using government resources should not involve competitive research and development,- results of collaborative projects are shared through a process of controlled information diffusion, and- there should be protection for an equitable allocation of any intellectual property right created or furnished during cooperation projects.5. STRUCTURE AND FUNDINGIMS is governed by a management structure that consists of:- an International Steering Committee,- an Inter-Regional Secretariat, and- Regional Secretariats.5.1. Funding for the management structure- Each participant will fund its own participation,- Each participant will determine the method by which its own participation will be funded,- Each participant will contribute in an equitable manner in funding or in kind to defray the costs of operating the Inter-Regional Secretariat,- Each participant will be responsible for supporting its own delegation, and- Each Participant will have the right to audit the operations of the management structure.- Principles for setting up and executing the IRS budget shall be in accordance with Technical Appendix 2.5.2. Funding for the Projects- Each participant will fund its own participation, and- Each participant will determine the method by which its own participation will be funded.6. MANAGEMENT STRUCTURE6.1. IMS International Steering CommitteeThe IMS International Steering Committee will oversee the IMS scheme. Members must be eminent representatives of the participants' industrial, academic, or governmental/public administration sectors who are knowledgeable in manufacturing issues. Members must be willing and able to devote the necessary time and effort involved in guiding the IMS International Steering CommitteeThe IMS International Steering Committee will oversee the IMS scheme. Members must be eminent representatives of the participants' industrial, academic, or governmental/public administration sectors who are knowledgeable in manufacturing issues. Members must be willing and able to devote the necessary time and effort involved in guiding the IMS scheme.6.1.2. Composition. Two members and one observer from each participant will normally comprise a participant's delegation.Selection of delegation members is at the discretion of each participant, in accordance with the appropriate laws and provisions of their respective participant governments/public administrations. Designation of alternate delegation members is recommended, but not mandatory.Each delegation will have a head of delegation who will serve as the chief spokesperson for the delegation. Selection of the head of delegation is at the discretion of each participant, in accordance with the appropriate laws and provisions of their respective participant governments/public administrations.Each participant's delegation to the meetings of the IMS International Steering Committee may be accompanied by two representatives from its designated Regional Secretariat. Additional attendance is at the discretion of the chair of the IMS International Steering Committee.6.1.3. Consensus. The IMS International Steering Committee will reach decisions by consensus of its members.6.1.4. Chair. The chair of the IMS International Steering Committee will rotate among the participants and will be decided by the IMS International Steering Committee. The term of each chair will last for 30 months. During the term when a participant chairs, that participant also is responsible for organising the Inter-Regional Secretariat. The participant which is to take the following term will serve as vice chair.6.1.5. Responsibilities. The IMS International Steering Committee will determine policies and strategies for undertaking, and for the evolution of, the IMS scheme, including the matter of new participants. It will also:- provide overall guidance, set strategic priorities, review, amend, and update Technical Appendices 3, 4, 5, 7, and 8 and additional Technical Appendices within the scope of these terms of reference, and oversee the implementation of IMS,- oversee the Inter-Regional Secretariat and approve its budget,- provide international promotion for IMS and for manufacturing as a generic discipline,- endorse projects as provided in Section 10,- set performance metrics of the scheme and provide a regular report in respect of same,- ensure activities undertaken under this scheme are done in a manner consistent with the purpose, principles and structure agreed upon by the participants,- foster communication among the International IMS Steering Committee, the Inter-Regional Secretariats, and the project consortium members,- sponsor and approve new IMS documents, and- form interim task forces or committees (e.g., for technical or legal issues), if necessary, to accomplish its work.6.2. Inter-Regional SecretariatThe participant that chairs the International Steering Committee will be responsible for organising and managing the Inter-Regional Secretariat. The Inter-Regional Secretariat's primary role is to execute the policies and actions as decided by the IMS International Steering Committee. The responsibilities of the IMS Inter-Regional Secretariat are listed in Technical Appendix 4.6.3. Regional SecretariatsThe governments/public administrations and public organisations of the participants will organise and manage their respective Regional Secretariats in a manner they see fit. The responsibilities of the IMS Regional Secretariat are listed in Technical Appendix 5.7. TRANSITION TO AND COMMENCEMENT OF THE IMS SCHEME7.1. TransitionIt is the intention of the participants that IMS projects endorsed under the original scheme should be considered to be continued to be endorsed by the current ISC and its successor upon commencement of the new IMS scheme. Other IMS activities, including processing of applications to become a participant, shall continue without interruption.7.2. CommencementThe IMS scheme will commence upon:- the ratification of the Terms of Reference for the IMS Scheme by at least three (3) participants. participants under the pre-existing IMS Scheme become new participants under this scheme when they ratify these Terms of Reference;- the appointment of the members to the IMS International Steering Committee; and,- the designation of the Regional Secretariats.8. DURATION OF THE IMS SCHEMEparticipants will review the scheme every five years to determine whether it should be continued, modified or terminated. A participant may withdraw at any time subject to 12 months' notice to other participants.9. ADMISSION OF NEW PARTICIPANTSThe IMS International Steering Committee can admit new participants. The procedures for admission of new participants are set forth in Technical Appendix 6.10. FORMATION AND EVALUATION OF PROJECT CONSORTIA AND OTHER COLLABORATIVE INSTRUMENTSThe IMS International Steering Committee shall have the authority to set the procedures for: (i) project consortia and formation, evaluation and review; these procedures Unidos da América[1] The IMS collaboration scheme was launched in 1995, following the conclusion of a successful Feasibility Study. The duration of the initial IMS collaboration scheme was set at ten years up to 2005. Based on the experience gained in this initial phase, the partners to the IMS scheme decided to expand and improve on the initial phase. The Next-Phase IMS Working Group set up by the parties of IMS and the IMS International Steering Committee recommended that the partners to IMS renew the scheme with a modified framework for international multilateral collaboration in IMS.[1] Revenue and expenditures need to be in one single budgetary document; which is subject to approval.[2] Expenditures should not be increased simply to keep revenues and expenditures in balance.[3] By way of example, an "exceptional carry over" may be made as a provision against negative cashflow from year to year, to preserve operational flexibility.[4] All contributions shall form a common pool and no members' contribution/revenue can be designated for use with a certain purpose only; concomitantly, no expenditure may be assigned to a particular contribution.--------------------------------------------------