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3 rd panel “IP Management in EU-funded collaborative research projects”

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  1. 3rd panel “IP Management in EU-funded collaborative research projects” Jörg Scherer CEO Eurice GmbH , European IPR Helpdesk

  2. EURICE – H2020 Innovation Support Initiatives • European IPR Helpdesk • Information andtraining on Intellectual Property (IP) andIntellectual Property Rights (IPR) • EEN - Enterprise Europe Network • Information and consulting to support SMEs in the field of cooperation, technology transfer and strategic partnership • Fit forHealth 2.0 • Focusing on research-intensive, high technology SMEs, the project offers targeted support measures, covering the entire innovation cycle of research projects.

  3. EU researchfunding – Outcome ofFP7 impactassessments • Less than 50% of industrial partners use the publicly funded applied research projects strategically • Only about 22% of SMEs participating in EU research programs are strategic innovators • Most academics engage with industry to further their research rather than to commercialise their knowledge • Results are not exploited because projects were not designed for exploitation

  4. Horizon 2020: Coverage of the full innovation chain Societal challenges Industrial leadership Excellent science Basic Research Large scale validation Demonstration Market uptake Technology R&D Prototyping Pilots

  5. Horizon 2020: Expectations on IP and exploitation management • Expectation on sound IP management in H2020/ COSME differs according to: • Specific Programme (i.e. SME instrument, Joint Undertakings with strong industrial participation) • Applicability of results/Technology Readiness Level (TRL) • Participation of SMEs/Industry • Financing Instrument (i.e. Innovation actions/SME instrument) • Size of consortium/International partners • Stage of proposal/maturity of project implementation • Specific requirements called for in the work programme/topic description

  6. Whyisitimportant to consider IP in H2020? • The Rules for Participant establish best efforts commitment of participants to exploit their own results. • IP and exploitation issues are subject to evaluation regarding impact and feasibility of the proposal. • A convincing outline of IP management and exploitation strategies on individual and consortium level within the proposal is a relevant matter. • Results of research and development activities require further and often substantial investments to take them to market, which is appealing if the results are well protected through intellectual property. • Properly managing IP in the projects, helps participants to avoid future conflicts among the consortium.

  7. Horizon 2020: IP downstream route • Understanding thescene (Terms, Rules, Model Agreements, etc) • Setting thescene (Which IP provisionsarenegotiable?) • Gettingtoknowthe individual interests, motivationsandexpectationsof individual partnersregarding IP managementandexploitation • Strategiesand Plans tocapture, manage andexploitresultsof H2020 projects on consortiumlevel • Developingtherightinnovationmanagementstructures • Definition ofappropriateactivitiesandtaskstoimplement innovation-relatedactivities • Exploitationpathways, route tomarket, businessmodels

  8. Routesforexploitation in H 2020 • Use for further research • Developing and selling own products/services • Spin-Off activities • Cooperation agreement/Joint Ventures • Selling IP rights/Selling the (IP based) business • Licensing IP rights (out-licensing) • Standardisation activities (new standards/on-going procedures)

  9. European IPR Helpdesk Website Awareness Raising Training Services Helpline Newsletter All ofourservicesareofferedfreeofcharge. Bulletin Publications

  10. Website & Publications • News • Events • Model Agreements • Fact Sheets • Case Studies • Bulletin • Glossary • FAQs

  11. Sample Publications

  12. Guide to IP in Horizon 2020

  13. Helpline • First-line support • User-friendlyservice provided in English • Personalised answers to individual questions within three working days • Wide range of IP topics: IP protection, IP management and exploitation, revision of agreements,etc. • Understandable for non-legal experts and business oriented

  14. Training • “Capacity building“ • Practical and comprehensive training approach • Individual organisation of on-location training events in cooperation with multipliers/ intermediaries • Training Catalogue • Web-based training sessions 3,000 participants in training activities in 2014 !!!

  15. Training New training modules focusing on the management of results/IP generated in Horizon 2020 collaborative projects addressing particularly academia-industry collaboration • IP & Innovation Management in proposal preparation phase (“Impact and innovation in H2020 – a guide for proposers) IP Management framework – A credible strategy to market – Operational methodologies/processes in the project implementation • Practical Management of IPR, Impact and Exploitation during the project (“Maximising impact – Exploitation of H2020 results) Capturing and assessing the IP – Finding business opportunities/strategies – Realising exploitation routes Delivered in on-site workshops + Webinars (Further information to be found on EU IPR Helpdesk website)

  16. Other IPR Helpdesks The MERCOSUR IPR SME Helpdesk offers free of charge, first-line support on IP and IPR matters that aims to facilitate the expansion of European SMEs already established at, or working with entities in Mercosur and Chile as well as those potentially interested in establishing commercial and R&D activities and ventures in these countries. www.mercosur-iprhelpdesk.eu The ASEAN IPR SME Helpdesk supports European Union (EU) small and medium sized enterprises (SMEs) to manage, protect and enforce their Intellectual Property (IP) rights in or relating to ASEAN, through the provision of free, first-line advice, information and training. www.asean-iprhelpdesk.eu The China IPR SME Helpdesk supports European Union (EU) small and medium sized enterprises (SMEs) to both protect and enforce their Intellectual Property Rights (IPR) in or relating to China, through the provision of free information and services. www.china-iprhelpdesk.eu

  17. Cooperation • Cooperating with stakeholders involved in IPR and promotion of innovation in order to foster synergies (EEN, WIPO, EPO, OHIM, National Patent Offices...) • Liaising with European business associations and other stakeholders with the purpose to foster partnerships and reach more SMEs • Networking through LinkedIn and Twitter

  18. EU IPR Helpdesk AmbassadorScheme • Intensified cooperation with the Enterprise Europe Network • Appoint Network members as local “ambassadors” of the EU IPR Helpdesk to thus foster a network of contact points across Europe • Aiming to increase the outreach of theEU IPR Helpdesk towards European SMEs at regional and local level in particular

  19. Many thanks for your attention !! Contact Information: Eurice GmbH Science Park 1 66123 Saarbrücken Germany www.eurice.eu Jörg Scherer Tel.: +49 681/95 92 33 60 Fax: +49 681/95 92 33 70 j.scherer@eurice.eu