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

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3 rd panel IP Management in EU-funded collaborative research projects. Jrg Scherer CEO Eurice GmbH , European IPR Helpdesk. EURICE H2020 Innovation Support Initiatives. European IPR Helpdesk - PowerPoint PPT Presentation


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

Jrg Scherer CEO Eurice GmbH , European IPR Helpdesk

1EURICE H2020 Innovation Support Initiatives

European IPR HelpdeskInformation 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 2.0Focusing 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 assessmentsLess 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

BasicResearchTechnologyR&DDemonstrationMarketuptakeLarge scalevalidationPrototypingPilotsExcellent scienceIndustrial leadershipSocietal challengesHorizon 2020: Expectations on IP and exploitation managementExpectation 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

5Why 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 routeUnderstanding 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 exploitationStrategies and Plans to capture, manage and exploit results of H2020 projects on consortium levelDeveloping the right innovation management structuresDefinition of appropriate activities and tasks to implement innovation-related activitiesExploitation pathways, route to market, business models

Routes for exploitation in H 2020Use 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)


ServicesBulletin Newsletter


HelplinePublications WebsiteAwareness RaisingAll of our services are offered free of charge.European IPR Helpdesk Website & PublicationsNews


Model Agreements

Fact Sheets

Case Studies




Sample Publications

Guide to IP in Horizon 2020

12HelplineFirst-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

TrainingCapacity 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 !!!TrainingNew 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)

15Other IPR HelpdesksThe 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.


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.euTheASEAN IPR SME Helpdesksupports European Union (EU) small and medium sized enterprises (SMEs) to manage, protect and enforce their Intellectual Property (IP) rights in or relating toASEAN, through the provision of free, first-line advice, information and training.


16CooperationCooperating 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

17EU IPR Helpdesk Ambassador SchemeIntensified 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

Jrg Scherer

Tel.: +49 681/95 92 33 60Fax: +49 681/95 92 33 70j.scherer@eurice.eu

Eurice GmbHScience Park 166123 SaarbrckenGermanywww.eurice.euMany thanks for your attention !!

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