View
1
Download
0
Category
Preview:
Citation preview
TA2015088 R0 EDI
Support Programme on Intangible Assets and Intellectual Property in the Western Balkan Countries
APPENDICES
PREPARED BY: CLEARVIEWIP
VERSION 1.0
31 August 2017
TA2015088 R0 EDI - Final Report - Appendix 1: Interview Guide 3
CONTENTS
Appendix 1 – Telephone Interview Guide ................................................................................................... 4
Appendix 2 – Stakeholder List ..................................................................................................................... 7
Appendix 3 – Project Update – 10th WB EDIF Platform Advisory Group (PAG) Meeting – 16th June
2017 .............................................................................................................................................................. 10
Appendix 4 – SME Mentoring feedback .................................................................................................... 16
TA2015088 R0 EDI - Final Report - Appendix 1: Interview Guide 4
APPENDIX 1 – TELEPHONE INTERVIEW GUIDE
Task: Perform 10 telephone interviews of regulators, IP offices, IP lawyers, Universities and local IP
experts
Objective: compare the regulatory environment and IP-related market practices across the region
through telephone interviews.
INTRO
The project is aimed to be quite practical with real-world actions and deliverables rather than being a
theoretical/academic paper.
It will include the following stages:
- Understand the current IP environment and market practices in the region through telephone interviews and background research
- Look at how IP success stories (licensing and JV, raising finance through IP-backed lending, raising exit value for investors (IP for exit)) could be applicable/adapted to the region
- Assess the potential for IP brokerage in the region based on our experience as the leading patent broker in Europe, identify potential service providers who could act as brokers and develop toolkit for brokerage
- Look at best practice for IP liquidity and suggest approaches to improve liquidity in each country
- Run visibility workshops (one per country) to provide educational background on the roles of IP and raise awareness of the project
- Identify 1 innovative SME per country and provide tools related to IP ownership, protection, confidentiality, valuation, commercialisation paths, access to funding and pragmatic guidelines
- Provide some mentoring to SMEs on their IP journey. - Final report
QUESTIONS FOR IP OFFICES
• What are the key issues faced by your IP office?
• How would you rate the level of IP awareness among SMEs?
• Do you provide training courses? Online seminars?
• Do you collaborate with other European IP offices?
• Do you provide training for innovators on your website? What is the focus (protection,
commercialisation?)
• Do you have list of other types of IP advisors on your sites, e.g. brokers? IP consultants?
• What would increase patent filing? Some countries provide grant to cover the filing cost for
example…
• Do SMEs realise the value attributable to IP from an investment point of view?
• How does the patent prosecution process compare to that in other countries?
• What trends are you seeing in terms of amount, and type of IP protection being sought?
• Are you aware of IP transaction/licenses taking place?
QUESTIONS FOR REGULATORS (PATENT AND TM ATTORNEY REGULATORS) –
E.G. CIPA IN UK
• What is the role of your country’s patent and trade mark attorneys’ regulator?
• Do you provide any IP clinics/advice (free) for innovators?
TA2015088 R0 EDI - Final Report - Appendix 1: Interview Guide 5
• Do you have IP information on your website to help inventors understand the benefit of
protecting IP? What about on IP commercialisation (licensing/sale)?
• Does your website list the different types of IP advisors like on http://www.cipa.org.uk/need-
advice/patent-attorneys-and-other-advisors/ ? e.g. brokers, IP consultants.
• Are you aware of local attorneys being involved with IP transactions?
• Are you aware that companies can sometimes borrow money by providing IP as security?
• Are there enough patent attorneys/IP lawyers to meet the demand for their services?
QUESTIONS FOR IP LAW YERS/PATENT ATTORNEYS
• How much of your time is spent on IP protection, FTO, IP commercialisation, IP litigation?
• What proportion of your work comes from local entities and what proportion comes from
abroad?
• In what technology sectors do you see the most demand for IP protection from local entities?
• How would you rate the level of IP awareness among SMEs?
• Have you been involved in any legal work related to IP commercialisation, licensing, patent
sale, IP-backed lending?
• Is IP DD as part of a business transaction often performed?
• Would you know who to contact (in your country or abroad) if a client/prospect was asking
help for monetizing IP?
• How much IP monetization is done in your country?
• What is your view on the enforceability of IP protection in your country/the region?
QUESTIONS FOR UNIVERSITIES
• What technology sectors are the most innovative in the country’s/region’s universities?
• How do you decide what IP to protect and how?
• Do you have sufficient budget for IP protection?
• Are academics interested in seeking IP protection and/or commercialising their inventions, or
is there greater focus on publishing?
• Are academics educated about IP protection?
• How are inventors rewarded? Is all the IP owned by the university or do they get a share of
future potential revenue associated with their IP?
• Do you have a TTO?
• What’s the track record? How many licensing deals, spin outs, patent sales?
• Would you know who to contact for monetizing some university IP?
• Do you have links with the local/international investment community?
• Is IP and in particular the business/commercial side of IP, being taught to students on
business courses?
• Is there a brain drain? What measures would reduce it?
QUESTIONS FOR SMES/INCUBATORS
• What is the general level of IP awareness among SMEs?
• What are the sources of funding for SMEs
• Is there specific funding available for IP registration?
• Is IP advice/support available to SMEs?
• What other types of support are available to SMEs?
http://www.cipa.org.uk/need-advice/patent-attorneys-and-other-advisors/http://www.cipa.org.uk/need-advice/patent-attorneys-and-other-advisors/
TA2015088 R0 EDI - Final Report - Appendix 1: Interview Guide 6
• What are the biggest challenges facing SMEs?
• To what extent to SMEs have global ambitions?
• Are you aware of success stories from your country, both in terms of business success or IP
driven success?
• What are the general attitudes towards SMEs and start-up culture?
GENERAL
• Is there someone else we should speak to?
• Would you be available for a meeting when we visit your country and would you be interested
in attending the workshop we will organise?
TA2015088 R0 EDI - Final Report - Appendix 2: Stakeholder List 7
APPENDIX 2 – STAKEHOLDER LIST
Country Stakeholder type First Name Surname Title Company/
Organisation
Albania Legal Mirela Malka Head of IP Department
Loloci and Associates
Albania IP institution/office Admir Duraj Board Member IP Institute
Albania IP institution/office Elvin Lako General Director Patent Office
Albania Government Geron Kamberi General Director Agency for Research, Technology and Innovation
Albania Entrepreneurs club Deni Guga Director CEED Albania
Albania Science park/Accelerator
Besnik Ligaci Project Coordinator Innovation Hub
Albania Science park/Accelerator
Ergest Nako Ecosystem Manager Protik
Bosnia Herzegovina
SME Sergio Ermacora CEO and cofounder of Koola
Koola
Bosnia Herzegovina
Investor Aida Smajic Financial Analyst Black Stone IP
Bosnia Herzegovina
Investor Haris Hadziabdic IP Analyst Black Stone IP
Bosnia Herzegovina
Investor Vladimir Andric Senior IP Law Black Stone IP and Law institutre in Bosnia
Bosnia Herzegovina
Investor Edin Skaljic Director Black Stone IP
Bosnia Herzegovina
Legal Merima Bajramovic Patent and TM attorney
Actinnova Ltd
Bosnia Herzegovina
Investor Thomas Ruddy VP Denaro Capital Partners
Bosnia Herzegovina
Legal Nusmir Huskic TM attorney Huskic Law Office
Bosnia Herzegovina
Science park/Accelerator
Marko Zeljko Startup Manager & Business Developer
SPARK
Bosnia Herzegovina
Regulator
Bosnia Herzegovina Bar Association
Bosnia Herzegovina
University Muris Cicic Coordinator Technology transfer office, University of Sarajevo
Bosnia Herzegovina
Legal Tarik Prolaz Director- Bosnia Office
Petosevic
Bosnia Herzegovina
IP institution/office Josip Merdzo Director Intellectual property institute
Bosnia Herzegovina
Science park/Accelerator
Vedran Simunovic Director Intera Technology Park
Kosovo Legal Fatos Rexhaj Patent and TM attorney
Euromarkpat
Kosovo SME Dugagjin Dervishaj Inventor Inovatrix
Kosovo Legal Kujtesa Nezaj-Shehu Director TM and Patent
SDP Kosove
TA2015088 R0 EDI - Final Report - Appendix 2: Stakeholder List 8
Country Stakeholder type First Name Surname Title Company/
Organisation
Kosovo IP institution/office Valon Kashtanjeva Director Copyrights and Related Rights Office
Kosovo IP institution/office Xhafer Tahiri IPO Director Kosovo IPO
Kosovo University Naim Hasani Manager Centre for Innovation and Technology Transfer
Kosovo Science park/Accelerator
Safet Rama Business Incubator Manager
Innovation Centre Kosovo
Macedonia Legal Vanco Damjanski CEO Berin IP agency
Macedonia SME advisor Ljupka Mitrinovska Innovation and Entrepreneurship Support Specialist
Freelance
Macedonia Government Jasmina Popovska Director Fund for Innovations and Technology Development
Macedonia University Vlatko Stoilkov Deputy Manager of CTT
Center for technology transfer, Ss Cyril and Methodius University in Skopje
Macedonia IP institution/office Biljana Lekik IP Expert State Office of Industrial Property
Macedonia SME Nikola Tanchevski Founder & Creative director
x3m Games
Macedonia SME Petre
Daris
Macedonia SME Viktor Nastev Founder Smartbumps
Macedonia Science park/Accelerator
Gjorgji Rafajlovski Coordinator SEEUTechPark
Macedonia Science park/Accelerator
Yes Foundation
Macedonia Science park/Accelerator
Irena Chaushevska Founder New Man's Business Accelerator
Montenegro IP institution/office Emina Mujevic Senior Adviser IP Office
Montenegro IP institution/office Novak Adzic Director IPO of Montenegro
Montenegro Science park/Accelerator
Tehnopolis
Montenegro Scientific research institution
Ivan Petrovic Director Institute of Modern Technologies Montenegro
Montenegro University Radmila Vojvodic Rector Center for Technology Transfer- University of Montenegro
Montenegro Legal Jasna Jusic Director - Montenegro Office
Petosevic
Montenegro IP institution/office Milica Petrovic Njegos
Contact person for cooperation with NGOs
IP Office
Montenegro SME advisor Drazen Zujovic Coordinator for Start-ups
Digitalizuj
Serbia IP institution/office Aleksandra Mihailovic Head of Patent Legal Department
Serbia IP Office
TA2015088 R0 EDI - Final Report - Appendix 2: Stakeholder List 9
Country Stakeholder type First Name Surname Title Company/
Organisation
Serbia Investor David Schoch Founding Board Member of StartLab and Head of Serbian PE Association
Startlabs
Serbia Investor/SME advisor
Milos Dosen Founder @ Tokamak Consulting, Founding Member @ Serbian Venture Network ,Owner @ Tax Advisory & Accounting 'Dosen'
Serbian Venture Network
Serbia Legal Relja Mirkov Senior Associate Karanović & Nikolić
Serbia Investor Jan Kobler Managing Partner SCV
Serbia University Nedeljko Milosavljevic Director Center for Technology Transfer, University of Belgrade
Serbia Regulator
Serbia Bar Association
Serbia Science park/Accelerator
Jelena Petrovic Business Support Coordinator
Science Technology Park Belgrade
Serbia SME Sinisa Sremac Founder Sinterkraft
Serbia Science park/Accelerator
Milan Solaja Director Vojvovina ICT Cluster - Novi Sad
Serbia SME advisor Tatjana Kalezic Co Director The Founder Institute
Serbia & Montenegro
University Jelena Zelincevic IP Manager University of Montenegro
Serbia & Montenegro
Legal Dragomir Kojic Partner Karanović & Nikolić
TA2015088 R0 EDI - Final Report - Appendix 3: June 2017 PAG Meeting Slides 10
APPENDIX 3 – PROJECT UPDATE – 10TH WB EDIF PLATFORM
ADVISORY GROUP (PAG) MEETING – 16TH JUNE 2017
TA2015088 R0 EDI - Final Report - Appendix 3: June 2017 PAG Meeting Slides 11
TA2015088 R0 EDI - Final Report - Appendix 3: June 2017 PAG Meeting Slides 12
TA2015088 R0 EDI - Final Report - Appendix 3: June 2017 PAG Meeting Slides 13
TA2015088 R0 EDI - Final Report - Appendix 3: June 2017 PAG Meeting Slides 14
TA2015088 R0 EDI - Final Report - Appendix 3: June 2017 PAG Meeting Slides 15
TA2015088 R0 EDI - FINAL REPORT - APPENDICES 1-4 16
APPENDIX 4 – SME MENTORING FEEDBACK
An online survey was conducted among the 6 SMEs who were selected for the light-touch mentoring
in Phase 6 to ask for some feedback on the activity.
ONLINE FORM
The online form was developed in Google Forms.
TA2015088 R0 EDI - FINAL REPORT - APPENDICES 1-4 17
FEEDBACK
The table below include the feedback received. At the time of writing (1 August 2017), no feedback had
been received from ITCC.
Time-stamp
What is your company name?
What were your reasons for applying for IP mentoring?
What work did ClearViewIP undertake for you?
What was the impact of the mentoring for your company?
How satisfied were you with the mentoring provided?
Would further mentoring work be beneficial to your company. If so what activities in particular would make an impact?
7/28/2017 10:18:06
mBrainTrain We needed a revision of our current IP status and documents and wished to set up the necessary steps towards creating a viable IP strategy
They reviewed our PCT applications, gave recommendations what to do with this specific application. They also advised on what should we do next in terms of keeping our IP in place and what to do next.
The impact was great, we are considering to continue our work with them in future.
Very satisfied
Yes, I think the further mentoring would be beneficial. It would help reviewing our current ideas, check the patentability, and advise us on how to proceed with each one of them
7/28/2017 17:06:21
Happy Feet LLC
The main reason why we applied for IP mentoring was that we believe IP provides a useful tool for attracting investors and also monitoring the activities of competitors will let us prevent competition getting too close from our activities.
ClearViewIP did a research on patent landscape and TM. They also made a Search strategy for our service.
It was very beneficial for us, since we were able to know the real competition that we have. Now, statistically we know where we have a good potential to start with our service first and then where next to expand.
Very satisfied
Mentoring on how to get a Copyright and License for the service that our company is providing.
7/29/2017 10:07:22
VRET (Virtual Reality Exposure Therapy)
We do not know a lot about IP. Also we do not have enough people who are introduced with IP.
Research about competition, information about contracts, security and how to think about. Also they informed us how to protect our product.
I was very surprised with lot of positive things that they learned us. There were some things that we did not know that are important for us. I would love to continue to work with them .
Very satisfied
YES ;)
7/30/2017 20:58:48
STSS - Smart Traffic Safety Systems
To try and understand the IP landscape in our area, to get an idea of our possible options for IP strategy, and to get a rough idea of the value of our IP.
Patent analytics and landscape
We believe that we have a bit clearer picture about the situation now, and the possibilities for our company to acquire a leading position
Very satisfied
Yes, it would be beneficial. We would benefit from more in depth analysis; analysis/proposal for our strategy for expansion (licensing, partnerships in production, M&A...); determining the value of our IP.
TA2015088 R0 EDI - FINAL REPORT - APPENDICES 1-4 18
7/31/2017 19:41:29
OV Nutrition
We applied for IP mentoring for developing our product and in the same time learn how to protect our company values
ClearViewIP did 2 training: one basic presentation and another further IP training in Albania, and after selecting our company for mentoring they undertook mentoring sessions via Skype call, email and further explanatory attached materials.
We learned the basics of IP and how we can apply these knowledge to create the desired result for our product. Our company is still in the early stages but we have big plans so we are laying the fundamentals and we want them to be right.
Very satisfied
This IP mentoring was very beneficial for our company since it occurred in the right time for us. We learned some basics and we are eager to learn further more. We are interested in learning more regarding trade secrets and increase thus our company value.
No feedback
ITCC
Recommended