GLOBAL ACCESS: TECHNOLOGY AND
INFORMATION MANAGEMENT
Proposal Information
Organization
Name
Project
Name
ID Number
Foundation
Program Officer
Introduction
This module of the proposal guidelines is intended to identify your efforts to structure the project in a way
that will further the Global Access objectives. To meet the Global Access objectives, as a condition of the
grant you agree to conduct and manage project research, project technologies, and information in a
manner that enables (a) the knowledge gained during the project to be promptly and broadly
disseminated, and (b) the intended product(s) to be made available and accessible at reasonable cost to
either (i) people most in need within developing countries or (ii) the U.S. educational system and public
libraries, as applicable to your proposed project.
The questions below focus on your access to the key technologies that are critical to the success of your
proposed project, and your anticipated strategies for managing and disseminating (to the extent
appropriate) products, technologies, and information in a manner that enables the achievement of the
Global Access objectives.
We acknowledge that whether intellectual property (IP) protection would be an appropriate way to further
these objectives is a strategic decision for grantees. We would appreciate learning your rationale as to
how you think your particular IP management and protection strategies would best facilitate the
achievement of Global Access.
The foundation strongly believes that this early due diligence process is an important element of our
grantmaking, and will be critical to achieving the objective of ensuring that health, development, and
educational solutions will be accessible by people most in need within either the developing world or the
U.S. educational system and public libraries, as applicable to your proposed project. Your answers to the
questions below will also help us better understand the additional resources (including budget items) that
may be needed to complete your proposal.
Important Caveats
Although such planning is relevant at all stages in the product development process—from the early
stage or pre-clinical research stage through proof-of-concept to launch and delivery—we recognize that
the issues and the responses to them will be different in early and late-stage development. Do not
hesitate to indicate “not applicable” as appropriate. These guidelines are designed for a wide range
of potential projects and we recognize that there will be projects for which some sections do not apply.
We recognize that the information sought below is often not available. In those cases, we look for
acknowledgement of the issues, some discussion of them, and plans for addressing them, in
collaboration with the foundation, at the appropriate stage in the development process. We do not expect
definitive and well-researched responses to all of the following questions at the time of proposal
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Rev. 7/10
GLOBAL ACCESS: TECHNOLOGY AND INFORMATION MANAGEMENT
preparation, but the questions do highlight issues that have been found to affect the ultimate success of a
technology, and that we may need to address in partnership.
Sections To Be Completed
Please provide your responses to following questions. Capitalized terms are defined below. If any of the
questions are not applicable, please mark with N/A.
1. Project Technology. Please describe the technologies, products, materials (both physical and
written), software, data, processes, or formulations (“Project Technology”) to be created or further
developed under the proposed project.
2. IP Protection. Please describe whether you intend to seek patent protection or protect as trade
secret any Project Technology, and whether any organization other than the grantee would have
Rights (defined below) to them.
3. Background Technology. Please list any Background Technology, to be provided by a Third Party
for your project, and identify those Third Parties. Please briefly describe your terms of access. “Terms
of Access” describes your rights (and any limitations on those rights) to use these technologies for the
purposes of this project, and for the achievement of the longer-term Global Access objectives.
4. Other Market Applications. Please describe whether the Project Technology may have applicability
to uses, diseases, markets, or conditions beyond those described in the proposal.
5. Commercialization and Dissemination.

Does your organization plan to assume responsibility for maturation, production, and
dissemination of the innovation itself? If not, who will assume this responsibility?

Please describe the anticipated manner in which you will further the Global Access objective
of ensuring the broad and prompt dissemination of project information.

Please describe your anticipated approach to furthering the Global Access objective of
ensuring that the intended product(s) be made available and accessible at reasonable cost to
(i) people most in need within developing countries or (ii) the U.S. educational system and
public libraries. Specifically, include your anticipated strategies for accessing, managing, and
licensing your project’s intellectual property and the management of data.
Definition of Terms
Background Technology – All technologies, products, materials (both physical and written), software,
data, processes, or formulations, and all associated Rights, to be used as part of your project that were
created prior to or outside of the project.
Project Technology – All technologies, products, materials (both physical and written), software, data,
processes or formulations that are to be created, compiled, conceived or reduced to practice as part of
your project and all associated Rights.
Rights – (i) Any interest (e.g. license, ownership, option, security interest, etc.) in patents, patent
applications and copyrights and (ii) the rights to use any technologies, information (including trade
secrets), data, or materials.
Third Party – Any individuals, organizations, or companies that have not executed or are not expected to
execute a foundation-approved collaboration agreement that is associated with the project.
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