Intellectual Property and Technology Transfer : “Common Challenges – Building Solutions”

Open-ended Forum on Proposed Development Agenda ProjectsOctober 13-14, 2009

Intellectual Property and Technology Transfer:

“Common Challenges – Building Solutions”


Development Agenda Recommendations• Recommendation 19 (Cluster B): To initiate discussions on how, within WIPO’s

mandate, to further facilitate access to knowledge and technology for developing countries and LDCs to foster creativity and innovation and to strengthen such existing activities within WIPO

• Recommendation 25 (Cluster C): To explore IP‑related policies and initiatives necessary to promote the transfer and dissemination of technology, to the benefit of developing countries and to take appropriate measures to enable developing countries to fully understand and benefit from different provisions, pertaining to flexibilities provided for in international agreements, as appropriate

• Recommendation 26 (Cluster C): To encourage Member States, especially developed countries, to urge their research and scientific institutions to enhance cooperation and exchange with research and development (R&D) institutions in developing countries, especially LDCs

• Recommendation 28 (Cluster C): To explore supportive IP‑related policies and measures Member States, especially developed countries, could adopt for promoting transfer and dissemination of technology to developing countries


Project Objectives

The objectives of this project are framed by recommendations 19, 25, 26 and 28 and encompasses the following 4 main points:

•Further facilitate access to knowledge and technology for developing countries and LDCs to foster creativity and innovation•Explore IP‑related policies and initiatives necessary to promote the transfer and dissemination of technology to the benefit of developing countries•Encourage esp. industrialized countries’ research and scientific institutions to enhance cooperation with R&D institutions in developing countries•Explore supportive IP‑related policies that developed countries could adopt for promoting transfer and dissemination of technology to developing countries

In particular, the project will aim to exploration, increased understanding and consensus on possible IP-related initiatives and policies to enhance technology transfer, particularly for the benefit of developing countries


Motivation• In technology transfer, most challenges (such as fundraising, lack of

skilled technology managers and incentive policies, potential partner communication) are common for both developed and developing countries

• Identification of common challenges by high-level experts in an open, non-political dialogue may be a good base for developing joint solutions

• The main goal of this project is to develop a New Platform for international IP collaboration and technology transfer, in particular between developed and developing countries, based on realistic, non - controversial and mutually acceptable and beneficial elements, as a starting point for building joint solutions


Key ActivitiesThe Project will consist of five components:1. High‑level Expert Forum to initiate discussions on how “to further facilitate

access to knowledge and technology for developing countries and LDCs”, including in emerging areas, such as climate change, as well as other areas of special interest for developing countries, taking into account recommendations 19, 25, 26 and 28. Objective: obtain recommendations as a basis for the creation of a “New Platform for Technology Transfer and IP Collaboration”.

2. The High‑level Expert Forum will benefit from a series of inputs that will contribute to, and provide substantive backing to their deliberations, including, in particular:a. a series of economic studies on IP and International Technology Transfer;b. a study on existing IPR‑related policies and initiatives that exist in various

countries to promote technology transfer to developing countries, including the use of flexibilities in international IP agreements;

c. a series of case studies of cooperation and exchange between R&D institutions in developed countries and R&D institutions in developing countries;

d. a study on Favorable Incentive Policies for businesses to become partners in technology transfer processes on the national and international level; and an analysis of transfer of technologies issues relating to emerging issues.


Key Activities

3. Setting up web‑based WIPO Forums on “Technology Transfer and IP: Common Challenges – Common Solutions” and on the “New Platform for Technology Transfer and IP Collaboration” with the aim of incorporating all stakeholders, including policy makers, academia, private sector and NGOs in the Member States in the debate and further development of the issue.

4. Organization of five Regional Technology Transfer Consultation Meetings in order to discuss the “New Platform” with regional policy makers, academia and private sector.

5. Strengthening the existing activities within WIPO, which foster access to knowledge and technology for developing countries and LDCs, and their local creativity and innovation, by incorporating elements of the “New Platform”.


Development Phases for the New Platform

• (i) Organization of a High Level International Expert Forum on “Technology Transfer and IP Common Challenges – Building Solutions” to analyze the needs in the area of technology transfer and propose a New Platform for Technology Transfer and IP Collaboration

• (ii) Elaboration of a number of analytic studies, including economic studies and case studies on international technology transfer, that will provide inputs for the High-Level Expert Forum

• (iii) Creation of a Web Forum on “Technology Transfer and IP: Common Challenges – Building Solutions”

• (iv) Organization of Five Regional Technology Transfer Consultation Meetings

• (v) Incorporation of any adopted set of recommendations resulting from the above activities into WIPO programs


Project Framework

Project Budget:• Non-personnel costs: 960,000CHF• Personnel costs: 740,000CHF

Project Duration: 27 months

WIPO Programs Involved:• Innovation and Technology Transfer Section, Patent

Division• IP and Global Challenges Division• Economic Studies, Statistics and Analysis Division


Project Budget

13%

60%

2%

19%6%

Staff Missions

Third-Party Travel

Conferences

Experts' Honoraria

Publishing & Other

Travel

ContractualServices

Total non-personnel costs: 960,000CHF


Implementation Timeline

ActivitiesQ409

Q110

Q210

Q310

Q410

Q111

Q211

Q311

Q411

W T F S S

3-Day High-Level Expert Forum

Project Paper Draft

Concept Paper Preparation

Submission of Paper to Experts

Presentation to Missions

Meeting with IGO/NGOs/Experts

Analytical Studies and Papers

Web Forum Creation

5 Regional Consultations

Incorporation into WIPO’s Work

ActivitiesQ409

Q110

Q210

Q310

Q410

Q111

Q211

Q311

Q411

W T F S S

3-Day High-Level Expert Forum

Project Paper Draft

Concept Paper Preparation

Submission of Paper to Experts

Presentation to Missions

Meeting with IGO/NGOs/Experts

Analytical Studies and Papers

Web Forum Creation

5 Regional Consultations

Incorporation into WIPO’s Work

Deliverables

Digital Developments

Paper Preparations

Meetings

Consultations


Evaluation Indicators• Finalization of project paper within three months from approval

of the project• Completion of the studies and analyses within the established

timeframe and the quality required by the terms of reference• High‑level attendance to the International Expert Forum,

positive feedback from participants on concept paper and studies, and Forum results in adoption of a New Platform on Technology Transfer and IP

• Web Forum operational within nine months. Number of web forum users and qualitative feedback. Compilation and analysis of public opinion discussions posted on the Web Forum

• Incorporation of any adopted set of recommendations resulting from the activities of the project into the WIPO future programs


To effectively support Member States, in particular developing countries and countries in transition, to enhance and strengthen their

capacity for local development, ownership, accumulation, management, use and

commercialization of IP as an economic asset for the benefit of their nationals

ITTS Mission / Mandate

ITTS activities are already in line with development needs of Member States,

as our Mission is:


ITTS Support: From Initial Idea to Product


National IP Strategy Methodology


ITTS assists Member States in the establishment of National IP Strategies in line with their national economic development priorities, innovation and education policies... WIPO can support in the following steps :

1. IP auditing process at the national level2. National IP audit report3. Definition of needs and objectives4. Definition of strategy5. Implementation of strategy (framework for

international technical assistance) Available tools:

1. WIPO IP audit tool2. Database on national IP strategies and innovation policies

Support Tools for National IP Strategy


Training program structured around 10 key critical issues for IP asset management, protection and commercialization

The manual provides universities and R&D institutions with a practical guide for :

• Different issues to be considered when developing institutional IP Policy

• Issues for the establishment of technology transfer offices

• IP and technology management procedures for R&D operations at research institutions

• Considerations/options for technology transfer and commercialization of technology and R&D results generated in the university

INTELLECTUAL PROPERTY POLICY AND PROCEDURES

FOR RESEARCH INSTITUTIONS:

Ten Key Questions

To be published

Institutional IP Policy


Objectives:• To fill the critical shortage of persons skilled in

drafting patents in developing countiesTarget audience:• Scientists, researchers, technology managers,

inventors and attorneys with technical background, who will be drafting patents in the future

Expected key deliverables:• Clear understanding of scope of patents • Knowing structure of patent documents and

patent application procedures• Determining what, when, how and where to

patent• Claim designing and drafting skills

Patent Drafting


Target audience:

Objectives:•To understand different technology transfer options and make licensing an accessible tool for technology transfer and

business in emerging and developing countries•To empower potential users to recognize licensing business opportunities and risks•To provide a solid base for practical application of the IP and licensing knowledge acquired

•Broad scope of users: technology managers, scientists and researchers, lawyers, policy makers, funding institutions, SMEs and business

•Available in 10 languages

Successful Technology Licensing


A WIPO-Tested Micro-Strategy for IP Assets Development, Protection and Commercialization

R&D Networks and IP Hubs (TTOs)


Member States Benefiting from ITTS Assistance


Vision for ITTS Activities• Improvement of the existing capacity building training kits and tools:

• Updating and incorporating new issues in line with the requests of the Member States• Using more interactive communication methods (Web forums, multi – media, video exercises)

• Definition of the specific programs for particular sectors (biotechnology, energy, IT, agro-industry) or users (Chambers of Commerce)

• Development of long term projects with sustainable impact on IP related development needs of Member States

• Intensive collaboration on IP emerging issues and potential solutions with UN Agencies, other IGOs, NGOs, professional associations (LESI, AUTM) and academic institutions in Member States

• Organization of thematic forums about new IP trends (“Open Innovation”) and their impact on Member States


Thank you

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Intellectual Property and Technology Transfer : “Common Challenges – Building Solutions”

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