1. Department ofDepartment
Veterans Affairs of Veterans Affairs
Technology Innovations
for Persons with
Disabilities (TIPeD)
Mary Goldberg, MEd
Education & Outreach Coordinator
Jon Pearlman, PhD
Assistant Professor, RST, SHRS
Department of Rehabilitation Science and Technology
School of Health and Rehabilitation Sciences
Human Engineering Research Laboratories
2. Department of Veterans Affairs
Talk outline
• Program overview & plan
• 1st cohort results
• Program replication
• Feedback and questions
3. Department of Veterans Affairs
Departmental structure
• Rehabilitation Science & Technology
• Human Engineering Research
Laboratories
• Veterans Affairs
• QoLT
• Intern programs
4. Department of Veterans Affairs
TIPeD Program
• Product development program funded by
NCIIA
• Augment ASPIRE & QoLT REU programs
5. Department of Veterans Affairs
Background
• Assistive technology & participation in
society
• Inappropriate designs
• Design shortcomings
• Improve independence and safety of
users
6. Department of Veterans Affairs
Background
• AT market
• 3rd party payers
• Performance & safety requirements
• Academic institutions
• Valley of death
7. Department of Veterans Affairs
Technology transfer
• SBIR and STTR programs
• Technology transfer offices within
universities
• Interdisciplinary programs
8. Department of Veterans Affairs
HERL technology development
• Commercialized 5 products
• 3 patents awarded; 9 pending
• Research & user-driven innovations
• Business partners
• Multidisciplinary faculty, students, &
staff
9. Department of Veterans Affairs
HERL technology development
• Design & fabrication facilities
• Funding streams
• SBIR/STTR involvement
12. Department of Veterans Affairs
NCIIA funding
• Requested support for multidisciplinary
teams
• Workshops on innovation &
entrepreneurship
• Tours of local companies
• Collaborative program facilitation
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Evidence-based program model
• Experiential learning
• Solving problems of social relevance
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Program structure
• Interdisciplinary leadership team
• Solicited ideas from faculty
• Project mission
• Commercial potential
• Feasible 10-week objectives
• Result in SBIR proposal
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Participants
• Funding challenge
• 1 engineering & 1 business student
• Law student to investigate intellectual
property
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Students’ tasks
• Technology design, development, and
evaluation
• SBIR proposal instead of technical paper
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Activities
• Enhanced cohort
– ELeVATE
– REU
– Bridge
• Talks
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Weekly meetings
• Elevator pitch
• Tasks completed
• Next steps
• Archives & team websites
21. Department of Veterans Affairs
SBIR Proposal
• Technology
– Research and development efforts
– Technical merit
– Feasibility
• Commercialization
– Market description
– IP protection
– Finance plan
– Marketing plan
– Revenue stream
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Other deliverables
• Poster
• Oral presentation
• Participation in comprehensive
symposium
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Evaluation and sustainability
plan
• 50% success rate on securing seed
funding within 12 months of starting
summer project
• 25% success rate on establishing an
operating company, measured by actual
sales within two years of starting
summer project
24. Department of Veterans Affairs
Evaluation and sustainability
plan
• At least one nationally-advertised design
award, per year (RESNA, Lemmelson)
• Obtain additional funding for TIPeD
from federal agency or foundation within
the first 12 months of program
25. Department of Veterans Affairs
1st cohort-summer 2011
• 6 primary students
• Bus Buddy
• Low-cost footwear
• Smart controller
27. Department of Veterans Affairs
Bus Buddy
• Reduced:
– System Weight by ~30%
– Upright Weight by ~60%
– Upright Width by ~40%
– Lateral Arm Weight by ~10%
– Cost ~70%
• Increased:
– Upright Strength
– Efficiency of the Lifting Mechanism
28. Department of Veterans Affairs
Production Strategy
STRATEGY #1
• Contract with Forecasted Revenue, Gross Margin, and Operating Income
Manufacturers for $3,500,000
Device Components Revenue
• In-House Marketing $3,000,000
Gross Margin
FINANCES $2,500,000
Operating Income
• Price: $1,000/unit $2,000,000
U.S. Dollars
• Sales in Units: $1,500,000
Year 1: 30 units
Year 2: 150 units $1,000,000
Year 3: 1,000 units
Year 4: 2,000 units $500,000
Year 5: 3,000 units
$0
• Cost: $750 Years
($500,000) 1 2 3 4 5
1 and 2; $650 each
Year
year after ($1,000,000)
• Financing: $500k
• Break Even: Year 3
29. Department of Veterans Affairs
Low-Cost Basic Custom Fit
Footwear
• Diabetic footwear
• Ordering and distribution system
• Sandals with assembly instructions
• Business plan for establishing footwear
microenterprises to sell both custom and
regular sandals
31. Department of Veterans Affairs
Production & Marketing
• Final production will be done by entrepreneurs
• 90 to 160 entrepreneurs can sell the shoes from 2012 to 2016
Step 2. Draw and Cut Step 3. Packing with Instruction
Step 1. Materials
Rubber
Leather
Step 5. Selling Step 4. Entrepreneur
32. Department of Veterans Affairs
Finance plan
• Initial Investment : $100,000
• Financing : $200,000 at Y1 for operating expense
Y1 Y2 Y3 Y4 Y5
Ashanti Ashanti Ghana Ghana Ghana
Upper East Upper East Americas(33%) Americas(66%) Americas(100%)
Target Market
Western Western Cote D'ivore Cote D'ivore
Togo Togo
Sales 29,102 53,023 1,479,333 2,851,528 4,168,453
Revenue 87,305 169,675 15,832,557 35,580,305 57,797,959
COGS 81,779 153,198 6,352,339 15,553,388 27,361,363
Gross Margin 5,526 16,478 9,480,218 20,026,917 30,436,597
Operating Expenses 127,101 208,986 3,809,013 7,926,456 11,642,263
Income Before Taxes (121,575) (192,508) 5,671,206 12,100,460 18,794,333
Net Income (123,705) (215,471) 3,520,609 7,247,513 11,268,637
Sponsor Money 30,000 55,000 370,000 430,000 450,000
33. Department of Veterans Affairs
Powered Mobility Controller
Platform
• Smart controller for Personal Mobility
and Manipulation Appliance (PerMMA)
Gen I as PerMMA I Controller Gen II as PerMMA II Controller
34. Department of Veterans Affairs
Smart Controller Design
Amplifiers to control
driving wheels
PC – Single Board Embedded Cobra
Kill Switch for Safety
Customized PCB board.
Interface btw sensors, encoders and PC
Top View of Smart Controller
10.5”
Two fans to Cool
System Down
Power Switch
Input
Command, 5.25”
i.e, joystick
Ethernet Connection to
Display from PC communicate
with another computer
10.00”
35. Department of Veterans Affairs
Market Research
• Potential users and market size
– Powered mobility device users
• Market size:
– 1.4-2.1 million (represents 61-91% of all wc users)
– Persons 65+: by 2030, 75% of 69 million people will be 65+
– 40% increased users based on prescriptions
– Powered mobility devices suppliers or manufacturers
• Invacare, Permobil, Pride Mobility, etc
– Powered mobility research
• 200+ enttities
– Higher education: estimated 5,700
– Wheelchair clinics: estimated 15,000
36. Department of Veterans Affairs
Commercialization factors
• Promising preliminary data
– Safe and reliable
– Improving the driving performance
– Used for multiple research projects
• Platform technology
– Used on three EPWs already
– Conduct some clinical studies
• FDA approval
– Will not be a big issue
– hardware and software design are according to FDA requirements
– Previous experiences on similar products
37. Department of Veterans Affairs
Evaluation
• 100% recommend program
• 78% suggest interest in entrepreneurship
increase
– Independent thinking skills
40. Department of Veterans Affairs
Challenges
• Student funding
• Mentorship commitment variability
• Faculty familiarity with technology
transfer
41. Department of Veterans Affairs
Changes
• Templates
• Training
• Basecamp
• MS Engineering/MBA student
involvement
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Program Outcomes
• Big Idea Competition
• LINC Designs
• 1 SBIR submitted
• Grants in review
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Create your own program
• $80k/year including admin, student
stipends, project supplies, travel
expenses
• 10% supported by NCIIA
– Supplies
– Admin support
– Travel to design competitions &
entrepreneurship conferences
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Create your own program
• Multidisciplinary partnerships across
university departments
• Project based courses
– e.g. RST design series
• Independent study courses
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Create your own program
• Workshops
– Concept generation
– Prototyping
– Patents
– Intellectual property
– Product development economics
– Managing projects
46. Department of Veterans Affairs
Acknowledgements
• Funding: National Collegiate Innovators &
Inventors Alliance Grant #7563-10, National
Science Foundation Grants EEC0540866 &
EEC0849878, Berg Center for Ethics & Leadership
• Mentors: Mary Jo Geyer, Dennis Janisse, Linda
van Roosmalen, Eric Porach, Honwu Wang,
Rory Cooper
• Students: Melvin McElrath, Max Gruder, Kira
Eckstein, Jonathan Valz, Rob Fillippi, Joe Trebitz,
QoLT Foundry Interns
47. Department of Veterans Affairs
References*
• Ansi/Resna. “American National Standard for Wheechairs-- Volume 1-19 Wheelchairs used as seats in motor vehicles.”
Rehabilitation Engineering and Assistive Technology Society of North America: Virginia (2000).
• Auerswald, P.E. and L.M. Branscomb. “Valleys of Death and Darwinian Seas: Financing
• the Invention to Innovation Transition in the United States.” The Journal of Technology Transfer, 28 (2003): 227-239.
• Hawtrey, K. "Using Experiential Learning Techniques." Journal of Economic Education, 38 (2007): 143-152.
• Kirby, R.L. and D.A. MacLeod. "Wheelchair-related injuries reported to the National Electronic Injury Surveillance
System: an update." RESNA 2001 Annual Conference: Reno, NV (2001).
• Knotts, T.L. "The SBDC in the Classroom: Providing Experiential Learning Opportunities at Different Entrepreneurial
Stages." Journal of Entrepreneurship Education, 14 (2011): 25-38.
• Kolb, D. “Experiential Learning Theory: Previous Research and New Directions” In R. J. Sternberg and L. F. Zhang
(Eds.), Perspectives on cognitive, learning, and thinking styles. NJ: Lawrence Erlbaum, (2000).
• Kolb, D. Experiential learning. Englewood Cliffs: Prentice-Hall (1984).
• Legs to Stand On. http://www.legstostandon.org (2011)
• McCarthy, P.R. & H.M. McCarthy. "Why Case Studies are not Enough: Integrating Experiential Learning into Business
Curricula." Journal of Education for Business 81 (2009): 201-204.
• Phillips, B. and H. Zhao. "Predictors of Assistive Technology Abandonment." Assistive Technology, 5 (1993): 36-45.
*Additional project references (i.e. from Bus Buddy, Low-Cost Footwear, Smart Controller projects) available upon request.
48. Department of Veterans Affairs
Contact information
Mary R. Goldberg
University of Pittsburgh
School of Health and Rehabilitation Sciences
Rehabilitation Science and Technology
6425 Penn Ave
Pittsburgh, PA 15206
mrh35@pitt.edu
www.herl.pitt.edu
www.qolt.pitt.edu
412-822-3700
Hinweis der Redaktion
40k sqft lab space with 15k machining & fabrication facilities VA CoENSF ERCE&O mission resulting in internship programs (but also focus of director for last 15 yrs-had funded internship program for 6 years)
Purpose of creating impactful technologies for PWDs & spinning them out to market via SBIR programs and resultant companiesASPIRE & QoLT REU programs support ~25 students/summer
PWDs unemployment rate is twice that of able-bodied individualsDisabled veterans from the current conflict higher unemployment rate as wellAT can be the gateway to a person’s involvement in society Tech that does make it to the market is often inappropriate for certain conditoins (scooters)..a need for reimbursable, low-cost but effective technologies
Since end users aren’t purchasers, typical drivers to optimize design quality aren’t in place with ATAT market different than some technologies in that the demand comes from 3rd party payers (CMS, medicaid)What they will reimburse is often not the best product to fit PWDs’ needsNeeds are presented in a different way but where needs assessments are conducted & deep wells of creativityOften technology developed within the walls of university don’t make it out, or what’s called the VoD
-academic institutions to help bridge valley of death (tech transfer offices, interdisciplinary programs across university)-making connections with greater communities (photos demonstrate how we’ve transferred our tech) -photo 1: example SBIR project out of our lab, photo 2: jobs council based on our role in terms of company development (lobbying/exposure efforts), 3: networking at the Consumer Electronics Show
All major (reputable)AT manufacturersHinted at throughout-this idea of multidisciplinary team
Capabilities to build a power wheelchair such as the one in the Popular Science centerfold from top to bottomSmart kitchenFunding-NIH, NSF, NIDRR, etc…2 active SBIRs
Greater organizational structure for TIPeDTop row-institutionsMiddle-centers a part of those institutionsBottom row-programs a part of those centersCross-polination across functional groups is needed to spark entrepreneurship
In addition to informal learning, TIPeD also fits in to formal learning, a design series we’ve started for upper level undergraduates and grad students. Interdisciplinary to introduce them to the full cycle of product development and excite them about AT fields.Proposals in review (internal pittcompetiton & NIH) for undergraduate enhancement across departments, uhc. Design classes feed I to summer program. --increase cultural competency1. Expansion of curriculum, 2.funding to support development of materials, 3. visits to int’l partnrs
Workshops: for participants & greater university communitiesLeveraged funding & programs we already had—as I’ve mentioned
2 main theories in terms of exciting students about the topic & their resultant learning: experiential learning & general idea of when solving problems of social relevance, students are more inclined to solve & digest steps along the way.Kolb: concrete experience to reflective observation to abstract conceptualization to active experimentation (observing, reflecting, and acting on new material/methods)
Directors-mech engineer & product development person, education (higher ed, making connections across university, develop entrepreneurial curric) Mentors-bioengineer, physical therapist, industrial designerThis coming cohort: also be a robotocistProjects must align with our program mission of promoting independence for PWDs & have commercial potential
NCIIA funding won’t support studentsNSF funding must be directly tied to development & research outcomes (& our particular program aims to recruit rehab science & technical students)
Based on needs’ assessment from departmental entrepreneurs in this space
Not all objectives match each activity…nor would they get full appreciation of each objective from project alone (supplement with workshops & activities)
Students are motivated & learn more by working with students who are different from themselves (SWDs, veterans, MS level students)
Report followed this template (for those of you who aren’t familiar with SBIR II—further development of a device and business aspects)
The program sounds great, but how will we know if it was effective? These are the evaluation and sustainability plans set out in the grant
QoLT foundry intern program—students only involved on periphery so some teams had 3 students who attended 3-5 meetings across summerFollowing 6 slides focus example activities from the summer
Technical enhancements
Business student on this project focused on the production strategy: identifying cost at certaintimepoints & financing needed
A little bit of a different focus with an international market in mind, but at some point, consideration for “second shoe” in home for persons with diabetes
Technical student (bioengineer from Marquette)worked on evolution of design
Materials & overall structure of plan
Students also included finance plan, this time including a distribution plan as well
Picture demonstrates previous iterations
2 figures demonstrating novel enhancements to controller (all completed in this program by CS student from Pitt)
These students, coming in on project that was a little less behind in terms of desired market, did a lot of market research and found its implications for users, manufacturers, clinics, and research entities
Also investigated what, if any, would be the barriers
However, students that didn’t have an increase in entrepreneurship, did cite that their independent thinking skills increased just that they were sticking with their original career path Some of the students on periphery also completed evals
Significance found for 1, 2, and marginal significance for 3
Helps complete the picture of how students felt about the program and provide evidence for learning outcomes including knowledge of innovation, how to start a company, working independently, ignite additional interest in field
-already cited student funding-faculty & grad student mentors’ time commitment varied, in addition to their amt of preparation (even if they couldn’t be around, some faculty had detailed plans & still skyped with group)-some mentors had been more involved than others in tech transfer process (while they could advise well on tech enhancements needed and some general opinions of market, they may not know how to “spin out”)
To address mentors’ preparedness, we will incorporate better templates from the beginning for both mentors (to complete prior to program), and students’ use To address overall project management, we will require teams’ communication to go through basecamp. When we don’t see activity from the mentor or student(s), we will interveneTo adddress some add’l guidance, we will have “consultants” from MS/MBA program provide add’l mentorship to the teams
Based on previous slide, the majority of our resources are leveraged across other initiatives. Large center grants can help, courses can help, serving as “project” for independent study or “placement” for another program (e.g. most business students are looking for internship experience)
Here are some workshop ideas to include for additional learning opportunities and ways for students to achieve learning objectives