Tool & Die
Qualified Research Activities for Tool and Die Manufacturing
- Designing new tools, dies, casts, jigs, and fixtures
- Experimentation to develop production processes
- Development of strip layouts during feasibility and quoting
- Development of 3D models and experimentation via simulation
- Material usage improvements via modifications to production process
- Optimization of geometry to minimize tooling complexity
- Development of software models to analyze material movement during forming
- Creation of prototypes and first articles for validation purposes
- Development of programs for automated production equipment including CNC programming
- Die construction and tool tryout activities
- Validation testing to determine final design of tooling
- Experimentation to determine the repeatability and quality of production processes
- Production of prototypes and low rate initial production for testing and validation
R&D Case Study: Tool & Die
The R&D activity at this tool and die manufacturer began with initial customer discussions to define requirements and specifications for tooling. Initial reviews included the evaluation of final product designs and often a review of the physical parts themselves. During the early phases of a project, the team analyzed the part and began exploring everything from production materials, to manufacturability. This team included engineering, tool designers, CNC machinists, quality, and other production leaders. This was an iterative process and required many trials, arriving at a product and a process that fulfilled the client requirements.
Next was the development of detailed tooling designs. With 3D computer modeling, the team simulated a wide variety of use cases and determined the manufacturability, heat transfer, fluid flow, electromagnetic potential, strength, and structural integrity of a part and tool through the use of finite element analysis. This drove changes in the design until it is finalized.
Once the tooling was designed the team built prototype tooling which started the validation effort. During this process, prototypes and first articles were produced to evaluate the integrity of the tooling. This validation process would inevitably lead to further development and modification of both the final part and tooling designs. This cycle repeats itself until the team had developed a repeatable, reliable and accurate production process and a part that met all of the quality standards set forth in the early stages of development.
Results Speak For Themselves
This tool and die company made significant investments in their processes and technology in addition to taking a lot of financial risk to become a leader in their industry over their 40 year history. The company generated roughly $1MM in qualified expenses in 2014 and claimed a $68,000 credit. Since then, their research has expanded and now, the company generates roughly $1.4MM in qualifying research and development expenses entitling them to a credit of roughly $95,000 dollars annually.