3rd panel
“IP Management in EU-funded collaborative research projects”
Jörg Scherer
CEO Eurice GmbH , European IPR Helpdesk
EURICE – H2020 Innovation Support
Initiatives
•
European IPR Helpdesk
 Information and training on Intellectual Property (IP) and
Intellectual Property Rights (IPR)
•
EEN - Enterprise Europe Network
 Information and consulting to support SMEs in the field of
cooperation, technology transfer and strategic partnership
•
Fit for Health 2.0
 Focusing on research-intensive, high technology SMEs, the
project offers targeted support measures, covering the
entire innovation cycle of research projects.
EU research funding – Outcome of FP7 impact assessments
•
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
Horizon 2020: Coverage of the full innovation chain
Societal challenges
Industrial leadership
Excellent science
Basic
Research
Demonstration
Technology
R&D
Prototyping
Large scale
validation
Pilots
Market
uptake
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
Why is it important 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.
Horizon 2020: IP downstream route
•
•
•
•
•
•
•
Understanding the scene (Terms, Rules, Model Agreements, etc)
Setting the scene (Which IP provisions are negotiable?)
Getting to know the individual interests, motivations and expectations of
individual partners regarding IP management and exploitation
Strategies and Plans to capture, manage and exploit results of H2020 projects
on consortium level
Developing the right innovation management structures
Definition of appropriate activities and tasks to implement innovation-related
activities
Exploitation pathways, route to market, business models
Routes for exploitation 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/ongoing procedures)
European IPR Helpdesk
Website
Awareness Raising
Helpline
Services
Bulletin
Training
Publications
Newsletter
All of our services are offered
free of charge.
Website & Publications
•
News
•
Events
•
Model Agreements
•
Fact Sheets
•
Case Studies
•
Bulletin
•
Glossary
•
FAQs
Sample Publications
Guide
to IP in
Horizon 2020
Helpline
•
First-line support
•
User-friendly service 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
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 !!!
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)
Other IPR Helpdesks
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
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.
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
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
EU IPR Helpdesk Ambassador Scheme
 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 the
EU IPR Helpdesk towards European
SMEs at regional and local level in
particular
Many thanks for your attention !!
Contact Information:
Jörg Scherer
Tel.: +49 681/95 92 33 60
Fax: +49 681/95 92 33 70
j.scherer@eurice.eu
Eurice GmbH
Science Park 1
66123 Saarbrücken
Germany
www.eurice.eu